Agenda 10/11/2011 Item #17A10/11/2011 Item 17.A.
EXECUTIVE SUMMARY
Recommendation to adopt an Ordinance amending Chapter 74 of the Collier County Code of Laws
and Ordinances (The Collier County Consolidated Impact Fee Ordinance) providing for the
incorporation by reference of the impact fee study entitled the "Collier County School Impact Fee
Update Study," dated August 22, 2011, in accordance with the recent and localized data
requirements of Section 163.31841, Florida Statutes, which is the Florida Impact Fee Act, and
providing that the current School Impact Fee rates, which became effective October 8, 2010, and
are lower than those rates calculated as part of the update study, remain in effect.
OBJECTIVE: That the Beard of County Commissioners (Board) adopts an Ordinance
providing for the incorporation by reference of the impact fee study entitled the "Collier County
School Impact Fee Update Study," dated August 22, 2011, in accordance with the recent and
localized data requirements of Section 163.31801, Florida Statutes, which is the Florida Impact
Fee Act, and providing that the current School Impact Fee rates, which became effective October
8, 2010, and are lower than those rates calculated as part of the update study, remain in effect.
CONSIDERATIONS: Collier County has collected impact fees on behalf of the District
School Board of Collier County since 1992 with the impact fees being used as a funding source
for growth - related capital improvements related to educational facilities. The last full study of
the School Impact Fees was adopted by the Board on May 9, 2006. The School Impact Fee rates
were revised (effective date) through the annual indexing process on January 1, 2008 and July
27, 2009.
.On August 19, 2010, the District School Board of Collier County voted unanimously to
recommend a 50% reduction of School Impact Fees for aperiod of two years, and on August 23,
2010, the Chairman of the District School Board of Collier County provided correspondence to
the Chairman of the Board of County Commissioners requesting that the School Board
recommendation be placed on a Board of County Commissioners' agenda for discussion and
vote.
On October 12, 2010, the Board approved item SA which provided the following direction:
1. Adopt an Ordinance amending Chapter 74 of the Collier County Code of Laws and
Ordinances providing for a 50 % reduction to the Educational Facilities (School)
Impact Fee rates and providing for a retroactive effective date of October 8, 2010;
2. Direct that, consistent with the School Board recommendation, that the reduced rates
remain in place for a two -year period, provided that the required annual indexing
establishes rates that are at or above those implemented by the initial 50% reduction;
and
3. Direct the County Manager or his designee to report back to the Board at the
conclusion of the ongoing study process, with the findings of the report.
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10/11/2011 Item W.A.
The following is a side by side comparison of the current adopted School Impact Fees, which
reflects the 50 % reduction and the rates proposed by the study.
School Impact Fee
Adopted Rate Prior to
Study Proposed Rate
Current Rate with
Category
50% Decrease
(per unit or site)
50% Decrease
(per unit or site)
(per unit or site
Mobile Home/RV Park
$6,687.38
$5,712.00
$3,343.69
Multi - Family
$3,343.68
$2,492.00
$1,671.84
Single- Family
$9,612.82
$7,936.00
$4,806.41
less than 1,500 sf
Single - Family
$10,755.41
$8,680.00
$5,377.70
1,500 —2,499 sf
Single - Family
$11,702.91
$9,672.66T'
$5,851.45
2,500 sf or larger
In keeping with the formal update requirement, set forth by section 74 -502 of the Code, the
County retained Tindale- Oliver and Associates, Inc. (the Consultant) to complete the School
Impact Fee Update Study. This update utilizes the same basic approach and methodology used
in the 2006 update. The following is a brief overview of the major study components.
• Service Area
• Service Delivery
• Inventory
• Cost Component
• Credit Component
• Demand
• Calculated Fee Schedule
The attached report describes the technical and legal framework and the methodology used to
complete the study. Additionally, the update study has been reviewed by the County's outside
legal counsel, Nabors, Giblin & Nickerson, P.A.
At the time of the adoption of the 50% reduction in October 2010, the results of the update study,
and corresponding impact fee rates, were unknown. However, as displayed in the chart above,
the rates proposed by the study represent a reduction from the original adopted rates but are still
higher than the rates currently in effect, reflecting the 50% reduction. As discussed in the
October 2010 item, if the findings of the study recommend a rate that is greater than that
established by the 50 % reduction, the lower rates can remain in effect, at the agreed direction of
the School Board and Board of County Commissioners.
On May 18, 2011, the "Collier County School Impact Fee Update Study" was presented to the
Productivity Committee for their review and recommendations. The Productivity Committee
recommended that: 1) the Board approve the update study; 2) that the current School Impact
Fees remain in place based on the recommendation by the School Board that was approved by
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10/11/2011 Item 17.A.
101-`` the Board in October 2010; and 3) in October 2012, when the requested 2-year period of
reduced rates ends the Board then consider one of the following options:
1) Do nothing. Leave the school impact fees unchanged, at the 50% reduction level.
2) Adjust the current (50%) fees to account for 2011 and 2012 indexing.
3) Adjust the fees in the 2011 school impact fee study to account for 2011 and 2012 indexing.
4) Accelerate the next school impact fee study (required every 3 years).
5) Consider other options, as appropriate.
The "Collier County School Impact Fee Study" was presented to the Development Services Advisory
Committee on June 1, 2011. The DSAC recommended that the Board accept the update study but leave
the current (reduced) impact fees in place.
On July 19, 2011, the District School Board of Collier County voted to accept the updated impact fee
study report and keep the impact fees at the currently reduced rate subject to a future review in
August 2012. (August 2012 will be two years from when the School Board voted to reduce the
rates at the August 19, 2010 meeting).
The annual indexing calculations are estimated to be completed in the November — December
2011 time period. While it is unlikely that the calculations will result in a further decrease that
would then require a reduction to the rates currently in place, staff will complete the calculations
and provide that information to the Board along with the other scheduled indexing. Therefore, in
accordance with the direction provided by the Board in October 2010, the Board may elect to
accept the update study, but also direct that the current, reduced rates remain in effect, as these
rates are lower than those calculated in the update study. The position is consistent with the
positions of the Collier County Advisory Committees that reviewed the study as well as the
School Board recommendation.
FISCAL IMPACT: School Impact Fees are collected by Collier County on behalf of the
School Board through an interlocal agreement. If the Board elects to accept the update study and
directs that the current (reduced) impact fees remain in place, the School Board will have to fund
the difference in growth related improvements not collected by impact fees from other funding
sources such as property taxes. The 50% reduction in School Impact Fee rates was initiated
based on the request by the School Board.
As provided in the October 2010 item, based on the 50% reduction in impact fee rates, and
assuming the construction activity continued at a similar level to the prior year, the anticipated
reduction in revenue was estimated at $3.8 million. The actual year -to -date collections of School
Impact Fees for Fiscal Year 2011 (through July) total $3,324,769 compared to $6,965,295
collected for the same time period in Fiscal Year 2010. This is a difference of $3,640,526. Any
further decline in activity will also directly affect the impact fees collections. Going forward, the
study rate compared to the currently adopted rate is projected to produce a difference of
^ approximately $2.37 million in FY 2012, based on current permitting activity.
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10/11/2011 Item W.A.
GROWTH MANAGEMENT IMPACT: The impact fee update requirements are consistent
with Objective 2 of the Capital Improvement Element (CIE) of the Collier County Growth
Management Plan (GMP), which states: "Future development will bear a proportionate cost of
facility improvements necessitated by growth."
Additionally, this approach is consistent with Section 163.31801, Florida Statutes, which is the
Florida Impact Fee Act 2006, requiring the most recent and localized data be used in impact fee
calculations.
LEGAL CONSIDERATIONS: This item is legally sufficient for Board action and requires a
majority vote. -JAK
RECOMMENDATION: That the Board of County Commissioners adopts an Ordinance
amending Chapter 74 of the Collier County Code of Laws and Ordinances (The Collier County
Consolidated Impact Fee Ordinance) providing for the incorporation by reference of the impact
fee study entitled the "Collier County School Impact Fee Update Study," dated August 22, 2011,
in accordance with the recent and localized data requirements of Section 163.31801, Florida
Statutes, which is the Florida Impact Fee Act, and providing that the current School Impact Fee
rates, which became effective October 8, 2010, and are lower than those rates calculated as part
of the update study, remain in effect.
Prepared by: Nick Casalanguida, Deputy Administrator, Growth Management Division
Amy Patterson, Impact Fee and Economic Development Manager
Growth Management Division — Planning and Regulation
Attachments:
1) Proposed Ordinance Amendment; 2) School Study; 3) Chamber of Commerce School Impact Fee
Correspondence; 4) Correspondence from District School Board Chairman to Board of County
Commissioners Chairman
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COLLIER COUNTY
Board of County Commissioners
Item Number: 17.A.
10/11/2011 Item 17.A.
Item Summary: Recommendation to adopt an Ordinance amending Chapter 74 of the
Collier County Code of Laws and Ordinances (The Collier County Consolidated Impact Fee
Ordinance) providing for the incorporation by reference of the impact fee study entitled the
"Collier County School Impact Fee Update Study," dated August 22, 2011, in accordance with
the recent and localized data requirements of Section 163.31801, Florida Statutes, which is the
Florida Impact Fee Act, and providing that the current School Impact Fee rates, which became
effective October 8, 2010, and are lower than those rates calculated as part of the update
study, remain in effect.
Meeting Date: 10/11/2011
Prepared By
Name: PattersonAmy
Title: Manager - Impact Fees & EDC,Business Management &
9/15/2011 10:13:16 AM
Approved By
Name: PuigJudy
Title: Operations Analyst, CDES
Date: 9/21/20113:46:27 PM
Name: FederNorman
Title: Administrator - Growth Management Div,Transportati
Date: 9/23/20112:04:47 PM
Name: MarcellaJeanne
Title: Executive Secretary,Transportation Planning
Date: 9/26/2011 11:3 8:24 AM
Name: KlatzkowJeff
Title: County Attorney,
Date: 9/30/20112:31:37 PM
Name: UsherSusan
Packet Page -1161-
Title: Management/Budget Analyst, Senior,Office of Manage
Date: 10/3/2011 10:35:01 AM
Name: OchsLeo
Title: County Manager
Date: 10/3/20112:37:45 PM
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10/11/2011 Item W.A.
� ORDINANCE NO. 2011-
10/11/2011 Item 17.A.
AN ORDINANCE OF THE BOARD OF COUNTY COMMISSIONERS
OF COLLIER COUNTY, FLORIDA, AMENDING CHAPTER 74 OF
THE COLLIER COUNTY CODE OF LAWS AND ORDINANCES
(THE COLLIER COUNTY CONSOLIDATED IMPACT FEE
ORDINANCE) BY INCORPORATING, BY REFERENCE, THE
IMPACT FEE STUDY ENTITLED "COLLIER COUNTY SCHOOL
IMPACT FEE STUDY," DATED AUGUST 22, 2011; PROVIDING
THAT THE CURRENT, ADOPTED SCHOOL IMPACT FEE RATES
REMAIN IN EFFECT, AS THEY ARE LOWER THAN THOSE
CALCULATED IN THE UPDATE STUDY; PROVIDING FOR
CONFLICT AND SEVERABILITY; PROVIDING FOR INCLUSION
IN THE COLLIER COUNTY CODE OF LAWS AND ORDINANCES;
AND PROVIDING AN EFFECTIVE DATE.
WHEREAS, on May 13, 1992, the Board of County Commissioners adopted Ordinance
No. 92 -33, the Collier County Educational Facilities System Impact Fee Ordinance, thereby
establishing the County's then applicable Educational Facilities Impact Fee rates; and
WHEREAS, on March 13, 2001, the Board of County Commissioners adopted
Ordinance No. 2001 -13, the Collier County Consolidated Impact Fee Ordinance, repealing and
superseding all of the County's then existing impact fee regulations, and consolidating all of the
County's impact fee regulations into that one Ordinance, codified in Chapter 74 of the Collier
County Code of Laws and Ordinances (the "Code "); and
WHEREAS, on June 26, 2007, the Board of County Commissioners adopted Ordinance
2007 -57, thereby adopting the "Collier County Impact Fee Indexing Study," and amending the
Code to reflect the new indexing provisions and amended rates; and
WHEREAS, on April 28, 2009, the Board of County Commissioners adopted Ordinance
No. 2009 -17, amending the Code to implement revised indexing methodology and thereby
established the current Educational Facilities Impact Fee rates; and
WHEREAS, on August 19, 2010, the District School Board of Collier County (the
"District ") voted unanimously to recommend a 50% reduction in Educational Facilities (School)
Impact Fees over a twenty -four month period; and
WHEREAS, on August 23, 2010, the District Chairman provided correspondence to the
Chairman of the Board of County Commissioners requesting that the recommendation be placed
on a Board of County Commissioners agenda for discussion and vote.
Underlined text is added; Stfaek through text is deleted
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10/11/2011 Item 17.A.
WHEREAS, at the District's recommendation, on October 12, 2010, the Board of
County Commissioners adopted Ordinance No. 2010 -39, with a retroactive date of October 8,
2010, providing for a 50% reduction to the then current School Impact Fee rates; and
WHEREAS, Educational Facilities Impact Fees are collected by Collier County and
transmitted to the District for the purpose of funding growth- related capital improvements; and
WHEREAS, the District uses impact fees to supplement the funding of necessary capital
construction and/or improvements to facilities required to provide public educational facilities to
serve new population and related development that is necessitated by growth in Collier County;
and
WHEREAS, as Section 74 -502 of the Code states that impact fee studies should be
reviewed at least every three years, the County retained Tindale- Oliver and Associates,
Incorporated (the "Consultant "), to review the existing School Impact Fees and recommend
changes to the fees where appropriate; and
WHEREAS, Tindale- Oliver and Associates, Inc., has prepared an impact fee study n
entitled the "Collier County School Impact Fee Update Study," dated August 22, 2011; and
WHEREAS, the "Collier County School Impact Fee Update Study" recommends
changes to the School Impact Fee rate schedule, that provide for rate reductions, however the
current School Impact Fee rates, as a result of the 50% reduction in October 2010, are lower than
those calculated in the study; and
WHEREAS, the Board of County Commissioners has the authority to direct that the
lower rates remain in effect, which is consistent with the District's recommendations; and
WHEREAS, staff has thoroughly reviewed the study findings and concurs with the
results; and
WHEREAS, staff recommends that the Board of County Commissioners adopts this
Ordinance to incorporate the study, by reference, however retain the current, lower School
Impact Fee rates; and
Underlined text is added; Stfask through text is deleted
Page 2 of 4
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10/11/2011 Item 17.A.
^4 WHEREAS, Section 163.31801, Florida Statutes, which is the Florida Impact Fee Act,
requires that the most recent and localized data be used in impact fee calculations and these
studies comply with that requirement.
NOW, THEREFORE, BE IT ORDAINED BY THE BOARD OF COUNTY
COMMISSIONERS OF COLLIER COUNTY, FLORIDA, that:
SECTION ONE. Article I, General, Section 74 -106, Adoption of impact fee studies, of the
Collier County Code of Laws and Ordinances is hereby amended to read as follows:
Section 74 -106. Adoption of impact fee studies.
The board hereby adopts and incorporates by reference the following studies with regard
to the respective public facilities:
(6) Educational facilities: "Collier County School Impact Fee Update Study," prepared
by Tindale- Oliver and Associates, Incer-pefated. (April 26,2g(w August 22, 20111 aftd
2006Y0 7 20104i;
SECTION TWO. CONFLICT AND SEVERABILITY.
In the event this Ordinance conflicts with any other Ordinance of Collier County or other
applicable law, the more restrictive shall apply. If any phrase or portion of this Ordinance is held
invalid or unconstitutional by any court of competent jurisdiction, such portion shall be deemed a
separate, distinct, and independent provision and such holding shall not affect the validity of the
remaining portions.
Underlined text is added; Streek through text is deleted
Page 3 of 4
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10/11/2011 Item 17.A.
SECTION THREE. INCLUSION IN THE CODE OF LAWS AND ORDINANCES.
The provisions of this Ordinance shall be made a part of the Code of Laws and
Ordinances of Collier County, Florida. The sections of the Ordinance may be renumbered or re-
lettered and internal cross - references amended throughout to accomplish such, and the word
"ordinance" may be changed to "section," "article," or any other appropriate word.
SECTION FOUR. EFFECTIVE DATE.
This Ordinance shall be effective subject to filing with the Florida Department of State.
PASSED AND DULY ADOPTED by the Board of County Commissioners of Collier
County, Florida on this the day of
ATTEST
Dwight E. Brock, Clerk
By:
Deputy Clerk
2011.
BOARD OF COUNTY COMMISSIONERS
OF COLLIER COUNTY, FLORIDA
By:
FRED W. COYLE, CHAIRMAN
Underlined text is added; StrttGli thFOUg# text is deleted
Page 4 of 4
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10/11/2011 Item 17.A.
Cor County
I '113MI I
FINAL REPORT
August 22, 2011
Prepared for:
Collier County
3299 Tamiami Trail East, St 303
Naples, Florida 34112
ph (239) 252 -8097
fax (239) 252 -3602
Prepared by:
Tindale- Oliver & Associates, Inc.
1000 N. Ashley Dr., # 100
Tampa, Florida, 33602
ph (813) 224 -8862
fax (813) 226 -2106
E -mail: nkamp @tindaleoliver.com
073069 -02.10
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10/11/2011 Item 17.A.
Tindale- Oliver & Associates, Inc.
Planniiig and Engineering
August 22, 2011
Ms. Amy Patterson
Impact Fee Manager
Collier County Growth Management Division
2800 North Horseshoe Drive
Naples, Florida 34104
RE: School Impact Fee Update Study
Dear Ms. Patterson:
Enclosed is the Final Technical Report for the Collier County School Impact Fee Update Study. If you
should have any questions concerning this report, please do not hesitate to contact me or Nilgun Kamp. n
It has been our pleasure to have worked with the County and School District staff on this important
proj ect.
Sincerely,
Tindale- Oliver & Associates, Inc.
Steven A. Tindale, P.E., AICP
President
1000 North Ashley Drive, Suite 100, Tampa, Florida33602 *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
545 North Broadway Avenue, Bartow, Flnridn TIRM • Phnna• (863) 533 -8454 • Fax: (863) 533 -8481
1451 West Cypress Creek Road, Suite Packet Page -1168- orida 33309 • Phone: (954) 644 -3749
10/11/2011 Item 17.A.
COLLIER COUNTY
SCHOOL IMPACT FEE UPDATE STUDY
Table of Contents
I. Introduction ................................................................ ............................... 1
II. Methodology .............................................................. ............................... 2
Ill. Inventory .................................................................... ............................... 3
IV. Service Area and Enrollment ...................................... ............................... 4
V. Facility Service Delivery .............................................. ............................... 6
VI. Cost Component ......................................................... ............................... 7
VII. Credit Component .................................................... ............................... 14
Vlll. Net Impact Cost per Student .................................... ............................... 25
IX. Student Generation Rates ........................................ ............................... 27
X. Calculated School Impact Fee Schedule ................... ............................... 29
Appendix A— School District Inventory
Appendix B — Supplemental Unit Cost Information
Appendix C — Distribution of Inventory for Indexing
Appendix D — Supplemental Calculations
Tindale- Oliver & Associates, Inc. Collier County School District
August 2011 i School Impact Fee Update
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10/11/2011 Item 17.A.
I. Introduction
The last major update of the technical support document for Collier County's School
Impact Fee was completed and adopted in 2006. To comply with
the technical study update requirements of the impact fee
ordinance and given the recent changes in variables affecting the
impact fee, Collier County (referred to hereafter as the County)
retained Tindale- Oliver & Associates, Inc. (TOA) to update the
school impact fee schedule. The study methodology is
d ented in the followin 10 sections of this technical report•
ocum g
• Methodology
• Inventory
• Service Area and Population
• Facility Service Delivery
• Cost Component
• Credit Component
• Net Impact Cost per Student
• Student Generation Rates
• Calculated School Impact Fee Schedule
• School Impact Fee Schedule Comparison
The last technical
support document
for the County's
School Impact Fee
was completed in
2006.
Information supporting this analysis was obtained from the Collier County School
District (the District), Collier County, and other sources, as indicated.
Tindale- Oliver & Associates, Inc. Collier County
August 2011 Packet Page -1170- School Impact Fee Update
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10/11/2011 Item 17.A.
II. Methodology
The methodology used to update the school impact fee is a consumption -based impact
fee methodology, which has been used to calculate the previous school impact fee for
Collier County as well as several school impact fees throughout Florida, including, but
not limited to fees in Orange, Osceola, Citrus, Highlands, and Brevard Counties. A
consumption -based impact fee charges new development based upon the student
generation rate (demand), or the number of students a dwelling unit is
expected to generate over the life of the home. A consumption -based
impact fee is intended to charge new growth the proportionate share
of the cost of providing a new student station available for use by new
growth.
A consumption- .
based methodology
has been used for
this study.
The impact fee calculations contained in this report are based on the most current and
local data available, consistent with the 2006 Florida Impact Fee Act. Should one or
more variables affecting the impact fee change significantly, a recalculation of the
impact fee would be necessary prior to the scheduled update of the study. Changes
that could potentially trigger a recalculation of the impact fee include, but are not
limited to, significant changes in the student generation rate, a considerable change in
costs, in amount or sources of revenue available for expansion, or a decision to incur
additional debt to fund new capacity.
Tindale- Oliver & Associates, Inc. Collier County
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10/11/2011 Item W.A.
111. Inventory
The Collier County School District provides public education facilities that are available
to all school -age residents of Collier County. As such, this analysis will consider all public
elementary, middle, and high school level facilities and the students attending these
facilities located throughout and living within Collier County.
The District currently operates 48 traditional public schools that
serve the students of Collier County and its municipalities,
including 29 elementary schools, 1 multi -level schools, 10
middle schools, and 8 high schools. The District also operates a
Collier County School
District operates 48
traditional schools as
well as other types of
schools.
number of other programs, including alternative learning programs, technical schools,
and adult learning centers in the county. To ensure that the impact fee reflects only
classroom space for traditional schools, adult, technical, and alternative learning schools
are not included in the inventory and impact fee calculations. The District's current
school inventory is provided in Appendix A, Table A -1.
Tindale- Oliver & Associates, Inc. Collier County
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10/11/2011 Item 17.A.
IV. Service Area and Enrollment
The Collier County School District provides public education facilities that are
available to all Pre - Kindergarten thru 12th grade (PK -12) students throughout the
entire county. Attendance boundaries can be redrawn to balance school enrollment
with available school capacity and therefore can serve different geographic areas
over time. As such, the appropriate impact fee district for public schools is
countywide.
Table 1 presents the historical student enrollment since 2005, as well as projected
enrollment through 2015. Historical enrollment figures are based on the 4th Month
Membership Counts for Years 2005 through 2010, and on 2nd Month Membership
Count for 2011. Projections for future years are obtained from the Capital
Improvement Plan FY 11 -30.
In order to be consistent with the inventory used in the impact fee analysis, the
�-I enrollment figures presented in this table only include those students attending (or
projected to attend) the schools listed in Appendix A, Table A -1. The annual percent
change for the enrollment is presented, as well as a three -year average to account for
random fluctuations. Table 1 reflects that student enrollment is expected to remain
stable over the next two years, and then start to increase again.
Tindale- Oliver & Associates, Inc. Collier County
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10/11/2011 Item 17.A.
Table 1
Collier County Enrollment
2004/05
40,719
N/A
N/A
2005/06
41,690
2.4%
N/A
2006/07
41,737
0.1%
N/A
2007/08
41,230
-1.2%
0.4%
2008/09
41,098
-0.3%
-0.5%
2009/10
41,600
1.2%
-0.1%
2010/11
41,611
0.0%
0.3%
2011/12
41,368
-0.6%
0.2%
2012/13
41,833
1.1%
0.2%
2013/14
42,218
0.9%
0.5%
2014/15
42,819
1.4%
1.2%
Sourre- collier
County School
District (enrollment figures
correspond to the schools listed in the existing inventory
provided in Appendix A, Table A -1). Historical figures are
based on the 4 1 Month Membership Counts for 2005 through
2010, and 2nd Month Membership Count for 2011.
Projections for future years are obtained from the Capital
Improvement Plan FY 11 -30.
Tindale- Oliver & Associates, Inc. Collier County
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10/11/2011 Item 17.A.
V. Facility Service Delivery
Schools that were recently constructed or planned to be constructed by the District over
the next 20 years are similarly designed in square footage and student stations. These
"prototype" schools have been or will be constructed to different
standards than the older existing schools. More efficient, recently
built prototype facilities are used to measure service delivery levels.
Table 2 illustrates the facility service delivery in Collier County,
which is 139.1 FISH net square feet per permanent student station
for elementary schools, 144.9 FISH net square feet per permanent
More efficient,
recently built
prototype facilities
are used to measure
the service delivery
levels.
student station for middle schools, and 161.2 FISH net square feet per permanent
student station for high schools.
Table 2
Facility Service Delivery
(1), (2) Source: Florida Inventory of School Houses Report for Collier County School District,
dated May 10, 2010. For elementary schools, recently built Eden Park, Mike Davis,
Parkside, and Palmetto elementary schools were used. For middle schools, recently built
Cypress Palm was used as proxy. For high schools, estimates included in the 2006 Capital
Improvement Plan for High School EEE were used, which provided a more conservative
figure compared to the existing inventory.
(3) Permanent FISH net square footage (Item 1) divided by permanent student stations (Item 2)
Tindale- Oliver & Associates, Inc. Collier County
August 2011 Packet Page -1175- School Impact Fee Update
-`-Y
VI. Cost Component
The capital costs of providing educational facilities includes several
components, such as the school facility cost, transportation cost, and
ancillary facility costs. This section addresses each of these
components.
FACILITY COST PER STUDENT STATION
10/11/2011 Item 17.A.
The cost of a school
includes various
components, such as
facility cost (buildings
and land), transportation
costs, and ancillary
facility costs.
The first step in determining the cost of providing public schools to
Collier County residents is to calculate the facility cost per student station. Several cost
components must be considered when calculating the total cost of constructing a
school, including architect /site improvement costs; construction costs; furniture,
fixtures, and equipment (FF &E) costs; the cost to purchase the land; and the interest
carrying cost. Each component of the school facility cost is described in more detail in
the following subsections.
Architect /Site Improvement. Construction and FF &E Costs
To determine the administration, architect /site improvement, construction, and FF &E
costs associated with building a new school in Collier County, the following information
was evaluated:
• New schools that were bid in 2006 or later in Collier County, including five
elementary schools and one middle school. These schools were completed in
2007 and 2008, and were not found to be representative of the recent cost
decreases.
• Insurance values of existing schools, which provides a conservative estimate
since insurance companies do not insure more permanent parts of the
structures, such as the foundation, etc.
• School cost estimates provided by the Collier County School District;
• School cost information collected from 11 other Florida counties; and
• Discussions with industry architects.
Detailed information on construction cost information is included in Appendix B.
Tindale- Oliver & Associates, Inc. Collier County
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10/11/2011 Item W.A.
Table 3 presents the cost per square foot figures for the architect /site improvement,
construction, and FF &E cost components for each school type. For illustration purposes,
Table 3 also presents the weighted average figure for each cost component, based on all
three school types that are planned to be built over the next 20 years.
Land Cost
For each school type, the land cost per square foot is based on a value of $75,000 per
acre. This cost per acre is based primarily on a review of the location of planned schools
over the next 20 years and vacant land values in these areas. The results of the land
value analysis are documented in Appendix B.
The land cost per square foot of building by school type was developed based on the
acres per 1,000 permanent net building square feet for the future prototype schools.
The resulting land value figures used for each type of school are presented in Table 3.
Net Interest Cost
It should be noted that, when a School District incurs debt to fund additional capacity,
interest carrying costs need to be added to the school facility construction costs. Over
the past five years, Collier County School District obtained 85 percent of the funding for
new or expanding schools by issuing Certificates of Participation (COPS). As such,
interest cost incurred during the construction period is also included in Table 3. The
figure includes an downward adjustment of 15 percent to account for the expansion
projects funded with cash.
Tindale- Oliver & Associates, Inc. Collier County
August 2011 Packet Page -1177- School Impact Fee Update
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10/11/2011 Item W.A.
"-"IN, TOTAL FACILITY COST PER STUDENT BY SCHOOL TYPE
The total facility impact cost per student for each school type is based on the facility
cost per student station figures derived in Table 3, and is typically calculated by dividing
the cost per student station by the ratio of current student enrollment to available
capacity (number of permanent student stations typically adjusted by 100% for
elementary schools, 90% for middle schools, and 95% for high schools). The adjustment
of dividing the cost per student station by the ratio of current student enrollment to
available capacity converts the cost per student station to a cost per student. In
addition, this calculation accounts for the current surplus or shortage in permanent
capacity and adjusts the costs accordingly. If there is excess capacity (e.g., currently
more permanent student stations than expected students), then the total facility cost
per student increases because the cost of building excess capacity is being recouped.
Similarly, if there are currently more students enrolled than available capacity, the cost
per student is adjusted downward.
In the case of Collier County, there is currently 9 percent more permanent capacity
available than students in the elementary schools, 17 percent more permanent capacity
available than students in the middle schools, and 15 percent more capacity available
than students in the high schools. Based on discussions with District staff, this excess
capacity is a result of the decline in the economy and more of a timing issue than a
policy decision to consistently provide this level of capacity. In addition, the District's
level of service standard calls for an enrollment -to -FISH capacity ratio of 95 percent for
elementary and middle schools, and a ratio of 100 percent for high schools. As such, the
adopted level of service standards are used in the calculations, which resulted in a lower
cost than applying the current ratio of enrollment to the total available capacity. As
presented in Table 4, the resulting weighted average cost per student is $32,506 per
student. Using the achieved LOS, this figure would have increased to approximately
$36,200 per student.
Tindole- Oliver & Associates, Inc. Collier County
August 2011 Packet Page -1179- School Impact Fee Update
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10/11/2011 Item 17.A.
^' TOTAL COST PER STUDENT
In addition to the facility cost per student calculated in the previous table, the total
facility cost per student includes two additional cost components: the capital costs
associated with providing transportation services and ancillary facilities. Both of these
cost components are calculated on a per- student basis and are not dependent on school
type. Each of these additional cost components is discussed in further detail below.
Transportation Costs
The first additional capital cost component is the cost of providing transportation
services to students. The District currently owns 361 buses used for student
transportation at an average value of approximately $103,000 per bus, which includes
related equipment such as radios, GPS, cameras, etc., and is consistent with bus costs
observed in other school districts. In addition to its bus fleet, the District has 271
support vehicles, which include vehicles such as cars, vans, trailers, and trucks. The
value of the support vehicles varies depending on the type of vehicle, with an average
value of approximately $18,000 per vehicle, based on the information provided by the
District. The result is a total value of $42.1 million for transportation services, including
$37.1 million for buses and $5.0 million for support vehicles. The total value of the
transportation fleet is divided by the District's enrollment for schools included in
Appendix A, Table A -1 (presented in Table 1). The result is a cost of $1,011 per student
for transportation services, as presented in Table 5.
Ancillary Facilities Costs
The other additional capital cost component is for the ancillary facilities that are
necessary for the District to provide support services for students, schools,
transportation services, and administrative personnel. The District currently has
approximately 200,500 FISH net square feet of permanent ancillary facilities for
maintenance, warehouse, and administrative functions. Current values of each existing
ancillary facility depend on the type of facility and were based on the insurance values,
with the weighted average value equaling approximately $175 per FISH net square foot
(or $150 per gross square foot).
The cost of land for ancillary facilities also is included in the ancillary facility values. The
land value for ancillary facilities is the same as that used for schools ($75,000 per acre).
Tindale- Oliver & Associates, Inc. Collier County
August 2011 Packet Page -1181- School Impact Fee Update
it
10/11/2011 Item W.A.
The ancillary facility cost per student is based on the existing inventory, which is valued
at $42.1 million, including $35.3 million for buildings and $6.8 million for land. Based on
the current enrollment, the result is a cost of $1,012 per student for ancillary facilities,
as presented in Table 5.
Table 5
Transportation Services and
Ancillary Facility Cost per Student
Description
Transportation Services Cost per Student
Total Value of Transportation Services( /)
$42,089,017
Enrollment for 2010/11 School Year (2)
41,611
Total Transportation Services Cost per Student(3)
$1,011
Ancillary Cost per Student
Building Value for Ancillary Facilities (4)
$35,301,600
Land Value for Ancillary Facilities (5)
$6,825,000
Total Ancillary Facility Value (6)
$42,126,600
Total Ancillary Facility Value per Studen�'1
$1,012
f 11 Source: Collier Countv School District. Total value is based on the current inventory of 361
buses valued at $103,000 each and 271 support vehicles, with an average value of $18,000
per vehicle.
(2) Source: Table 1
(3) Total value of transportation services (Item 1) divided by the current enrollment (Item 2)
(4) Source: Collier County School District. Building value is based on the permanent FISH net
square footage of current ancillary facilities and varies based on the type of facility. Overall,
the estimated weighted average cost is $175 per permanent net square foot.
(5) Based on a weighted average cost of $75,000 per acre. See Appendix B for further detail on
land value estimates.
(6) Sum of the building value (Item 4) and land value (Item 5) of the District's current inventory of
ancillary facilities.
(7) Total value for ancillary facilities (Item 6) divided by the current enrollment (Item 2)
Tindale- Oliver & Associates, Inc. Collier County
August 2011 Packet Page - 1182 - School Impact Fee Update
--- —�-
10/11/2011 Item 17.A.
VII. Credit Component
To ensure that new development is not being overcharged for construction of future
student stations, any non - impact fee revenue that will be generated by new
development and that will be used towards the capital expansion of school facilities
must be included as a credit to reduce the total cost per student. It is important to note
that a credit for school impact fees is not given for revenue generated by new
development that is used for capital renovation of existing educational facilities or for
maintenance or operational costs.
Based on a review of the District's historical expenditures over the past five years and
planned expenditures over the next five years, it has been determined that revenue
credits will be provided for the following state and local revenue sources:
• State revenue:
o Public Education Capital Outlay (PECO)
• Local revenue:
• Ad Valorem Capital Improvement Tax (CIF); and
• Local Capital Improvement Fund.
• Future remaining payments for existing debt service (portion for expansion) that
will be repaid with non - impact fee revenues.
STATE REVENUE CREDIT
The Florida Statutes authorize several sources of revenue for school districts, including
Public Education Capital Outlay (PECO) and Capital Outlay & Debt Service (CO & DS) that
can be used for the construction of capital facilities. With regards to state revenue, over
the past five years, the District used a portion of PECO revenues for the construction of
additional permanent capacity. Over the next five years, the District does not have any
programmed capacity expansion projects in its Work Plan. As such, the credit is based
on an average of 10 -year period to reflect this fluctuation and provide a generous credit,
which results in a conservative impact fee.
The state revenue credit per student is calculated by dividing the total amount of state
revenue by the average enrollment during the ten -year period from FY 06 to FY 15. As
Tindale- Oliver & Associates, Inc. Collier County
August 2011 Packet Page -1183- School Impact Fee Update 7 -,\
10/11/2011 Item W.A.
presented in Table 6, the resulting state revenue available for the capital expansion of
public schools in Collier County is $28 per student.
Table 6
State Revenue Credit per Student
Revenue Source 2006 2007
PECO
2008
2009
2010-2015
Total
Lake Trafford Elementary $67,097
$171,851
$238,948
Immokalee High School
$29,110
$29,110
Big Cypress Elementary $534,937 $183,7161
1
$718,653
Total Capital Improvement Expenditures
$986,711
Average Annual Capital Improvement Expenditures (2)
$98,671
Average Student Enrollment (FY 06 through FY 15) 13
41,720
Capital Improvement Credit per Student (4)
$2
Capitalization Rate
5%
Capitalization Period, Years
25
Present Value of Annual State Revenue Credil!"
$28
(1) Source: Collier County School District
(2) Total capital improvement expenditures divided by 10 years. Please note that there are
no programmed capacity expansion projects for Years 2010 through 2015.
(3) Source: Table 1
(4) Average annual capital improvement expenditures (Item 2) divided by average student
enrollment (Item 3)
(5) Present value of annual state revenue credit (Item 4) at 5 percent interest rate over a 25-
year capitalization period. The interest rate is provided by the District staff and represents
an estimate of the interest rate the District is likely to pay for future bonds.
LOCAL REVENUE CREDIT
The Collier County School District uses two separate local revenue funds for capacity
expansion expenditures:
o Local Capital Improvement Fund, which is funded with non -ad valorem revenues;
and
o Capital Improvement Tax, which is an ad valorem tax.
Tindale- Oliver & Associates, Inc. Collier County
August 2011 Packet Page - 1184 - School Impact Fee Update
----
10/11/2011 Item W.A.
Local Capital Improvement Fund
The Collier County School District uses a fund called "Local Capital Improvement Fund"
to capture miscellaneous non -ad valorem tax revenues. A portion of this fund is used
toward capacity expansion projects, which amounts to a credit of $99 per student.
Table 7 presents these calculations.
Table 7
Local Capital Improvement Fund Credit per Student
Revenue Source
Local Capital Improvement Fund (1):
2006
2007
2008
2009
2010-2015
Total
Golden Gate High School
$9,906
$8,653
$18,559
Sea Gate Elementary
$81
$81
Elementary School Neteran Memorial
$108,811
$8,565
$117,376
Site Acquisition
1 $245,940
$2,701,7391
$37,201
$2,984,880
Total Capital Improvement Fund Expenditures
$3,120,896
Average Annual Capital Improvement Fund Expenditures (2)
$312,090
Average Student Enrollment (FY 06 through FY 15) (3
41,720
Capital Improvement Fund Credit per Student(4)
$7
Capitalization Rate
5.0%
Capitalization Period, Years
25
Present Value of Annual Local Capital Improvement Fund Credit
per Student (5)
$99
(1) Source: Collier County School District
(2) Total capital improvement expenditures divided by 10 years. Please note that there are no
programmed capacity expansion projects for Years 2010 through 2015.
(3) Source: Table 1
(4) Average annual capital improvement expenditures (Item 2) divided by average student
enrollment (Item 3)
(5) Present value of annual state revenue credit (Item 4) at 5 percent interest rate over a 25-
year capitalization period. The interest rate is provided by the District staff and represents
an estimate of the interest rate the District is likely to pay for future bonds.
Capital Improvement Tax
The Collier County School Board has the authority to levy ad valorem tax to generate
revenue for capital. Referred to as Capital Improvement Tax (CIT), this revenue is used
for both capital renovation and expansion projects, as well as technology, vehicles,
Tindole- Oliver & Associates, Inc. Collier County
August 2011 School Impact Fee Update
Packet Page -1185-
10/11/2011 Item 17.A.
buses, and maintenance. In Collier County, the millage rate for generating CIT revenue
is 1.25 mills.
The calculation of the CIT credit is a four -step process. First the portion of CIT revenue
that is used toward capacity expansion projects is determined. Table 8 presents
capacity expansion projects that were funded with the CIT over the past five years.
Table 8
Portion of Capital Improvement Tax Revenue Used for Expansion
(1) Source: Collier County School District
(2) Total capital improvement expenditures divided by 10 years.
(3) Source: Revenues for FY 06 through FY 10 are provided by the District staff. Source for
estimated revenues for FY 11 through FY 15 is 2010 -2011 Work Plan.
(4) Average annual capital improvement expenditures (Item 2) divided by average annual
capital improvement tax revenues (Item 3)
Because there are no programmed capacity expansion projects over the next five years,
these years are not shown in the table. However, the annual average figures are
calculated based on a ten -year period. As shown, approximately 5 percent of the CIT
Tindale- Oliver & Associates, Inc. Collier County
August 2011 Packet Page -1186- School Impact Fee Update
Revenue Source
Capital Im rovementTax(')
FY 0.
FY 07
FY 08
FY 09
FY 10
Total
Naples High Gym
$2,000
$2,000
Sea Gate Elementary
$126,410
$1,299,113
$1,425,523
Highlands Elementary
$45,404
$45,404
Lake Trafford Elementary
$571
$5,843
$84,970
$22,322
$113,706
Estates Elementary
$4,643
$3,810
$140,683
1
$149,136
Immokalee High School
$4,321
$155,679
$74,285
$234,285
Big Cypress Elementary
$175,295
$2,594,057
$360,352
$23,322
$3,153,026
Village Oaks Elementary
$222,019
$222,019
Calusa Park Elementary
$77,452
$483,643
$35,616
$7,020
$603,731
New Middle School EE/Cypress Palm
$881,978
$411,130
$1,293,108
Lorenzo Walker Technical High School
$10,3471
$662,838
$673,185
Elementary School INeteran Memorial
$609,798
$2,888,343
$2,380,141
$204,197
$6,981
$6,089,460
Reserved for Future Elementary School
$475,530
$119,543
$595,073
High School EEE
$37,256
$37,256
Bus Acquisitions
$2,064,139
$1,251,659
$3,315,798
White Fleet Acquisitions
$52,052
$61,730
$113,782
Site Acquisition
$9,469,960
$4,169,390
$7,356,479
$196,649
$526,746
$21,719,224
Site and Facility Testing
$189,1411
$134,687
$43,847
$34,9201
$47,969
$450,564
Immokalee Area Planning
$25,754
1
$25,754
Permitting Services
$305,685
$258,777
$144,283
$154,575
$0
$863,320
Construction Blueprinting
$204,078
$97,425
$100,446
$36,851
$16,551
$455,351
High School Athletic Improvement
$1,101,094
$8,235,878
$3,566,968
$463,593
$493,139
$13,860,672
Total Capital Improvement Expenditures
$15,733,731
$21,862,545
$15,344,686
$1,327,724
$1,172,691
$55,441,377
Average Annual Capital Improvement Expenditures (2)
$5,544,138
Average Annual Capital Improvement Tax Revenues (FY 06 -FY 15)(3)
$117,444,168
Percent of Capital Improvement Tax Used for Expansion Projects (4)
5%
(1) Source: Collier County School District
(2) Total capital improvement expenditures divided by 10 years.
(3) Source: Revenues for FY 06 through FY 10 are provided by the District staff. Source for
estimated revenues for FY 11 through FY 15 is 2010 -2011 Work Plan.
(4) Average annual capital improvement expenditures (Item 2) divided by average annual
capital improvement tax revenues (Item 3)
Because there are no programmed capacity expansion projects over the next five years,
these years are not shown in the table. However, the annual average figures are
calculated based on a ten -year period. As shown, approximately 5 percent of the CIT
Tindale- Oliver & Associates, Inc. Collier County
August 2011 Packet Page -1186- School Impact Fee Update
10/11/2011 Item W.A.
-0—N`, revenues are used for capacity expansion. This figure is used in the calculation of annual
capital improvement tax revenue per student (Table 9).
The second step involves the calculation of total taxable value by type of residential land
use, based on information obtained from the Collier County Property Appraiser
database. The total taxable value is then divided by the enrollment by type of
residential land use to determine the average taxable value per student. It is recognized
that nonresidential properties also pay ad valorem taxes. However, because these land
uses do not pay a school impact fee, a credit is not required to be provided for this
revenue.
Third, the annual tax payment per student is calculated. The average taxable value per
student is divided by 1,000 and then multiplied by the appropriate millage rate (the
amount taxed per $1,000 of taxable value) included in the budget. The annual CIT
revenue per student is calculated based on the percent of CIT revenue available for
capacity expansion. It should be noted that an additional portion of the CIT revenue is
used to repay the existing debt issues that were used to fund expansion projects. This
portion is addressed separately under the debt service credit. Table 9 presents the
credit for the "cash" portion of the CIT revenues.
Tindole- Oliver & Associates, Inc. Collier County
August 2011 Packet Page -1187- School Impact Fee Update
2
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10/11/2011 Item 17.A.
The final step in this process is to calculate the present value of the annual CIT revenues
per student. This calculation includes two components. The first component annually
increases the tax revenues over a 25 -year period, since CIT is a continuous revenue
source for the District. For each home type, percent of homes that are homesteaded is
obtained from the Collier County Property Appraiser database. According to State law,
the increase in taxable value of homestead property is capped at three percent or at the
Consumer Price Index, whichever is lower. A review of the 25 -year historical CPI data
for the Miami -Ft. Lauderdale area indicates that the average annual increase also has
been three percent, consistent with the maximum increase allowed by State law. To
allow for adjustments due to sale of properties, etc., an average increase of 4 percent is
used for homesteaded properties. The average annual increase in the value of non -
homesteaded properties is estimated at 5 percent based on the historical trends.
According to the information obtained from the Collier County Property Appraiser
database, approximately 99 percent of the single family homes are homesteaded. This
figure is 11 percent for multi- family homes, and 38 percent for mobile homes.
The second component brings the resulting annual CIT revenue figures per student back
to present value. The discount rate used to determine the present value is five percent,
which is based on information provided by the District. Table 10 presents these
calculations.
Tindale- Oliver & Associates, Inc. Collier County
August 2011 Packet Page -1189- School Impact Fee Update 011—,
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10/11/2011 Item 17.A.
DEBT SERVICE CREDIT PER STUDENT
While the District has no programmed capacity expansion projects in its Five -Year Work
Plan, the outstanding debt service, referred to as Certificates of Participation (COPS),
related to past capacity expansion projects must still be repaid. The District uses a
combination of impact fees and ad valorem revenues to repay the debt service.
Therefore, a credit is given for future ad- valorem payments toward debt service related
to capacity expansion projects.
As presented in Table 11, the debt service amounts to approximately $8,300 per
student.
Tindole- Oliver & Associates, Inc. Collier County
August 2011 Packet Page - 1192 - School Impact Fee Update
11 - ----
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10/11/2011 Item 17.A.
VIII. Net Impact Cost per Student
The net impact fee per student is the difference between the cost component and
the credit component. Table 12 summarizes this information by land use.
First, for each land use, the total impact cost per student is determined. This is the sum
of the weighted average facility impact cost per student from Table 4 and the
transportation and ancillary facility cost components per student from Table S. While
the school facility cost figures are differentiated by school type, they do not differ by
type of residential land use. As previously mentioned, the transportation and ancillary
cost components are calculated on a per- student basis and do not differ by type of
school or by type of residential land use.
Second, for each land use, the total revenue credit is determined. This is the sum of the
state revenue credit per student from Table 6, local capital improvement fund credit
from Table 7, capital improvement tax revenue credit from Table 10, and the debt
service revenue credit per student from Table 11. The state revenue credit, local capital
improvement fund credit, and debt service credit are calculated on a per- student basis
and do not differ by type of residential land use. The capital improvement tax revenue
credit also is calculated on a per- student basis but, due to the adjustment for
homestead exemption, this revenue credit per student varies by type of residential land
use.
Third, the net impact cost per student is determined, which is the difference between
the total impact cost per student and total revenue credit per student.
Tindale- Oliver & Associates, Inc. Collier County
August 2011 Packet Page -1194- School Impact Fee Update
2
10/11/2011 Item 17.A.
Table 12
Net Impact Cost per Student
Cost/Cred it E I em ent
Impact Cost
Single Family
Multi Family
Mobile
Facility Impact Cost per Studed'i
$32,506
Transportation Impact Cost per Student2i
$1,011
Ancillary Facility Impact Cost per Student�3)
$1,012
Total Impact Cost per Studene4)
$34,529
Impact Credit
State Revenue Credit per StudenP
($28)
($28)
($28)
Local Capital Improvement Credit per Students)
($99)
($99)
($99)
Capital Improvement Tax Revenue Credit per Student')
($1,284)
($3,429)
($120)
Debt Service Repayments Credit per StudenP
$8,319
$8,319
$8,319
Total Revenue Credit per Student! 9)
($9,730)
($11,875)
($8,566)
Net Impact Cost
Net Impact Cost per Studenelo)
$24,799
$22,654
$25,963
(1) Source: Table 4
(2), (3) Source: Table 5
(4) Sum of the total facility impact cost per student (Item 1), transportation service cost per student (Item
2), and ancillary facility cost per student (Item 3)
(5) Source: Table 6
(6) Source: Table 7
(7) Source: Table 10
(8) Source: Table 11
(9) For each land use type, the total revenue credit per student is the sum of the state revenue credit per
student (Item 5), local capital improvement fund credit per student (Item 6), capital improvement tax
revenue credit (Item 7), and the debt service credit per student (Item 8).
(10) For each land use type, the net impact cost per student is the total impact cost per student (Item 4)
less the respective total revenue credit per student (Item 9).
Tindale- Oliver & Associates, Inc. Collier County
August 2011 Packet Page -1195- School Impact Fee Update
10/11/2011 Item 17.A.
IX. Student Generation Rates
The number of students living in a household typically varies depending on the type of
residential housing. Therefore, school impact fees are typically assessed based on the
specific student generation rates for different types of residential land uses.
Collier County's currently adopted school impact fee developed the student generation
rates using Public Use Microdata Sample (PUMS) and Census 2000 data. Because these
data sources are becoming outdated and, in the past several years, additional data have
become available, this impact fee study employs a new methodology using Geographic
Information Systems (GIS) to develop the student generation rate for Collier County.
Specifically, GIS was used to link student addresses to parcels in the Collier County
Property Appraiser's database in order to generate the number of students per unit by
school type and land use based on the latest tax roll. This process is described in more
detail below.
Determination of Total Housing Units by Type of Land Use
Depending on the purpose, there are multiple ways a dwelling unit can be classified in
terms of the type of residential land use. For the purposes of this analysis, the building
codes in the Property Appraiser's database are used to determine the student
generation rates for the single family detached, multi - family, and mobile home land
uses. For all land uses, the total number of countywide units for the 2010 tax year were
extracted from the parcel database based on the appropriate building code.
Determination of Students by School Type and Land Use Code
The determination of the number of students per land use was completed using the
following process.
First, the Collier County School District provided a GIS shapefile containing geocoded
student addresses. Each student address was linked to its respective parcel in the
Property Appraiser database using address point data provided by Collier County.
The student generation rates used as the demand component for the impact fee only
includes those students for which the impact fee is based, or students attending those
Tindale- Oliver & Associates, Inc. Collier County
August 2011 Packet Page -1196- School Impact Fee Update
10/11/2011 Item 17.A.
schools listed in Appendix A, Table A -1. Therefore, the school code associated with each
student record was used to exclude students attending schools or other facilities not
included in the impact fee inventory.
As previously mentioned, once the GIS shapefile with the geocoded student addresses
was provided, the second step in the analysis was to link each student address to data
from the parcel database. This allows for determining which type of land use is assigned
to a given parcel (or address) where a student lives. This was accomplished by spatially
joining the student address to the respective parcel in the database using GIS.
Approximately 95 percent of the students were successfully linked to a parcel. The
remaining 5 percent included students with addresses outside of the county or
addresses that did not match an address in the address point layer or were not
associated with one of the land uses included in the schedule.
The results of this analysis are presented in Table 13, which includes the student
generation rates calculated for each of the three land uses, based on the methodology
described above.
Table 13
Student Generation Rates
Number b• Students
Residential Land Use Stud• per
Single Family
- Less than 1,500 square feet
0.32
-1,500 to 2,499 square feet 26,5901 76,998
0.35
- 2,500 square feet or greater
Multi Family 10,8851 102,6101
0.39
0.11
Mobile Home 2,0071 9,2211
0.22
(1) Number of students for each residential land use type based on the GIS
analysis linking student addresses and parcel data from the Collier County
Property Appraiser's database.
(2) Source: Collier County Property Appraiser
(3) Number of students (Item 2) divided by the number of units (Item 1) for each
residential land use type. Figures for different tiers of the Single Family
Detached land use are calculated by multiplying students per housing unit
figure of 0.35 by ratios developed based on national persons per household
data derived from the 2007 American Housing Survey (92% for smaller homes,
111% for homes with 2,500 square feet or more).
Tindale- Oliver & Associates, Inc. Collier County
August 2011 Packet Page -1197- School Impact Fee Update
;i
10/11/2011 Item 17.A.
X. Calculated School Impact Fee Schedule
To determine the calculated school impact fee for each residential land use under each
fee schedule scenario, the net impact cost per student is multiplied by the student
generation rate. The resulting net impact fees are presented in Table 14. The table also
presents a comparison to the adopted impact fee levels prior to the implementation of
50 percent reduction.
Table 14
Calculated School Impact Fee Schedule
Residential Land Use
Single Family
Impact
Unit
Net Impact
Cost per
Studenf'�
Students
per Unit(')
p.
Cost per
Unit'31
Adopted
Fee (4)
Percent
Change (5)
- Less than 1,500 square feet
du
$24,799
0.32
$7,936
$9,613
-17%
-1,500 to 2,499 square feet
du
$24,799
0.35
$8,680
$10,755
-19%
- 2,500 square feet or greater
du
$24,799
0.39
$9,672
$11,703
-17%
Multi Family
I du 1
$22,6541
0.111
$2,492 1
$3,344
25%
Mobile Home
du
$25,963
0.22
$5,712
$6,687
-15%
1) Source: Table 12
(2) Source: Table 13
(3) Net impact cost per student (Item 1) multiplied by the students per unit (Item 2) for each land use
for each school type
(4) Source: Collier County Impact Fee Schedule, February 14, 2010. Reflects the level of school
impact fee prior to the 50 percent decrease implemented recently.
(5) Percent difference between the calculated fees (Item 3) and adopted fee (Item 4)
Tindale- Oliver & Associates, Inc. Collier County
August 2011 Packet Page -1198- School Impact Fee Update
t
10/11/2011 Item 17.A.
APPENDIX A
School District Inventory
Packet Page -1199-
10/11/2011 Item 17.A
Table A -1
Collier County School District Existing School Inventory
Elementary Schools
Avalon
PK -5
p� 1968
: 87,159
466
_ 466
Big Cypress
PK -5
1986
126,280
940
940
Calusa Park
PK -5
2002
LL 162,587
924
924
Corkscrew
PK -5
1998
132,855
m.
828
828
Eden Park
PK -6
., 2008
119,564
824.
,e 824
Estates
PK -5
2003
136,945
,:`
779
779
Golden Gate - North
PK -5
1973
w 108,149
797,
797
Golden Gate - South
4 -5
, 2003
68,648
409
409
Golden Terrace - North
PK -5
1988
_ 94,788
747
747
Golden Terrace - South
4 -5
_ . 2003
78,594
589
589
Highlands
PK -6
4X 1965
126,151
808
808
Lake Park
PK -5
1989
87,109
570
570
Lake Trafford
PK -6
1989
127,006
_ :;
881
881
Laurel Oak
PK -5
1992
103,273
687
687
Lely
PK -5
': 1989
127,211
.,
821
821
Manatee
PK -5
1993
110,049
766
766
Mike Davis
PK -5
2008
126,345
919
919
Naples Park
PK -5
1973
98,873
739
n. 739
Osceola
PK -5
2002
141,815
767
767
Palmetto
PK -5
2008
124,822
919
y 919
Parkside
PK -5
2007
127,212
919.
919
Pelican Marsh
PK -5
1995
a 141,452
846
846
Pinecrest
PK -6
1962
132,508
854
854
Poinciana
PK -5
1973
108,139
763
.. 763
Sabal Palm
PK -5
2003
142,867
7720
772
Sea Gate
PK -5
.�_�; 1964
117,580
8980
M 898
Shadowlawn
PK -5.;°
1959
92,657
660
660
Tommie Barfield
PK -5
1972
, 111,921
,
600
600
Veteran's Memorial Elementary
PK -5
,'` 2006
154,999
893
893
Village Oaks
PK -6
1986
116,166
839
839
Vineyards
PK -5.__
1989
132,326
901
\ 901
Total - Elementary School
3,666 050
24,125M
24,125
Tindale- Oliver & Associates, Inc.
August 2011
Packet Page -1200-
Collier County School District
School Impact Fee Update
10/11/2011 Item 17.A.
Table A -1
Collier County School District Existing School Inventory
(Continued)
Source: Collier County School District and FISH Report dated 5/10/10
Tindole- Oliver & Associates, Inc. Collier County School District
August 2011 Packet Page -1201- School Impact Fee Update
10/11/2011 Item 17.A.
Table A -2
Collier County School District Planned Schools
SchoolType
Location
Student Planned
Stations
Approximate
Year
Elementary L
Corkscrew Planning Community
919
2015/16
Elementary Q
Corkscrew Planning Community
919
2020/21
Elementary H
Immokalee Planning Community
919
2022/23
Elementary R
Rural Estates Planning Community
919
2023/24
Elementary P
Rural Estates Planning Community
919
2024/25
Elementary V
Royal Fakapalm /S. Naples Planning Community
919
2025/26
Elementary U
Corkscrew Planning Community
919
2028/29
Middle Addition
Rural Estates Planning Community
242
2020/21
Middle If
Corkscrew Planning Community
1,342
2023/24
Middle DD
Rural Estates Planning Community
1,342
2024/25
High EEE
Rural Estates Planning Community
2,023
2024/25
High HHH
Corkscrew Planning Community
2,023
2028/29
Total -- All Schools
13,405
Source: Collier County School District, Capital Improvement Plan FY 11 -30
Tindale- Oliver & Associates, Inc.
August 2011
Packet Page -1202-
Collier County School District
School Impact Fee Update
10/11/2011 Item 17.A.
A" \$V :7
Supplemental Unit Cost Information
Packet Page -1203-
10/11/2011 Item 17.A.
Building and Land Value Analysis
This Appendix provides additional information on the methods used to estimate
building and land values for the school impact fee.
Building Construction Costs
To determine the administration, architect /site improvement, construction, and FF &E
costs associated with building a new school in Collier County, the following information
was evaluated:
• New schools bid in 2006 or later in Collier County;
• Insurance values of existing schools, which provides a conservative estimate
since insurance companies do not insure more permanent parts of the
structures, such as the foundation, etc.
• School cost estimates provided by the Collier County School District;
• School cost information collected from 11 other Florida counties; and
• Discussions with industry architects.
The following paragraphs provide further detail on this research and analysis.
Since 2006, the Collier County School District built five elementary schools and one
middle school. These schools were completed in 2007 and 2008. Table B -1 presents
cost figures for these schools, which results in an average of $203 per square foot for
construction and site work, $11 per square foot for soft cost such as
design /architectural fees, etc., and $20 per square foot for FF &E, for a total cost of $234
per square foot. Given that these schools were built prior to recent decreases in
construction costs, this sample was not found to be representative of the current value.
Tindale- Oliver & Associates, Inc. Collier County School District
August 2011 School Impact Fee Update
Packet Page -1204-
10/11/2011 Item 17.A.
Table B -1
Cost Data on Recently Built Schools
Year
School Name Built
Elementary Schools:
Construction, O
Off-Site Costs
Soft Cost
FF&E
Total
Parkside Elementary 2007
$216.00
$8.00
$20.00
$244.00
Veteran Memorial Elementary 2006
$164.00
$6.00
$18.00
$188.00
Eden Park Elementary 2008
$234.00
$8.00
$24.00
$266.00
Mike Davis Elementary 2008
$188.00
$7.00
$19.00
$214.00
Palmetto Elementary 2008
$225.00
$15.00
$21.00
$261.00
A vera a -- Elementary Schools
$205.40
$8.80
$20.40
$234.60
Middle Schools:
Cypress Palm Middle
2007
$191.00
$19.00
$19.00
$229.00
,Average - -All Schools
$203.00
$11.00
$20.00
$234.00
Source: Collier County School District
As part of the construction cost analysis, TOA reviewed the current insurance value of
school buildings. This analysis resulted in a unit cost of approximately $140 per square
foot. It should be noted that insurance values are typically considered to be a
conservative estimate for construction costs since more permanent portions of the
buildings, such as the foundation, etc. are not insured because they would not have to
be rebuilt if the structure is damaged or lost.
Historical and recent bid information was obtained from 11 other Florida counties,
including:
• Brevard;
• Charlotte;
• Hernando;
• Lake;
• Manatee;
• Orange;
• Osceola;
• Palm Beach;
• Seminole;
Tindale- Oliver & Associates, Inc. Collier County School District
August 2011 Packet Page -1205- School Impact Fee Update
9
10/11/2011 Item W.A.
• St. Lucie; and
• Volusia.
The following chart presents the trend for construction costs based on the information
obtained from these counties. It should be noted that school costs tend to vary from
one district to another at any given time due to differences in design, amenities, site
issues, etc. However, Figure 1 is included to provide an order -of- magnitude trend line
over the past 10 years. Figures included represent only the construction and site work
cost, excluding soft costs and FF &E.
Figure 6 -1
Construction Cost Trends (Construction & Site Cost per FISH NSF)
Other Florida Counties
$200
$150
$100
$50
$0 i -- - -- r r - - -r --
O 1-I N rn It Ln lD r� 00 Q1 O
O O O O O O O O O O .-i
O O O O O O O O O O O
N N N N N N N N N N N
Bid Year
Source: Data collected from other Florida counties (excluding Collier County)
TOA also contacted several industry architects and construction companies, including
those that were involved in building schools in Collier County. Discussion with the
architects and construction company representatives suggested a unit cost of $160 to
$200.
Tindale- Oliver & Associates, Inc. Collier County School District
August 2011 Packet Page -1206- School Impact Fee Update
9
10/11/2011 Item 17.A.
Finally, the School District provided estimates that ranged from $145 to $175 per square
foot. More specifically, the estimates for construction and site work were $145 per
square foot for elementary schools, $160 per square foot for middle schools, and $175
per square foot for high schools. In addition, the cost associated with FF &E, technology,
and soft costs such as planning design and architectural fees was estimated at 20
percent of the construction cost. These estimates were provided by one of the District's
contractors, which were also reviewed and found to be reasonable by the District's
facilities staff.
Table B -2 summarizes the construction data obtained from this research effort.
Table B -2
Construction and Site Work Cost Data Summary
Data Source
Collier County Schools Built (06 -08)
Construction and Site
Work Cost per
$203.00
Average Insurance Value of Existing Schools
$140.00
2010 Bid Data from Other Florida Jurisdictions
$120-$145
Industry Architects and Construction Companies
$160-$200
Collier County School District Estimates
$145-$1751
Given this information and analysis, the estimates provided by the District are found to
be reasonable and reflective of recent cost decreases. More specifically, unit costs used
in the study included $145 per square foot for elementary schools, $160 per square foot
for middle schools, and $175 per square foot for high schools. The estimates for soft
costs and FF &E were based on the 20 percent additional cost estimate that was also
provided by the District, which were distributed between FF &E and soft costs based on
the distribution trends observed in previously built schools in Collier County.
Land Value
In order to determine land value for future school land purchases, the following
data /information was evaluated:
• The market (or just) value of parcels where current schools are located based on
information provided by the Collier County Property Appraiser;
Tindale- Oliver & Associates, Inc. Collier County School District
August 2011 Packet Page -1207- School Impact Fee Update
l
10/11/2011 Item 17.A.
• The value of land based on the value used in the previous impact fee study,
adjusted for land value changes reported by the Property Appraiser; and
• Vacant land sales and market /just values of all vacant land in areas where future
schools will be built.
The current land value of existing schools averages to $80,000 per acre, based on the
information obtained from the 2010 Property Appraiser Database, which is shown in
Table B -3.
Table B -3
Existing School Land Value
Elementary Schools
Folio No
Address
Land Value
Total Acres
Land Value
per Acre
Estates
38847000002
5945 N Everglades Blvd, Naples
$194,975
35.45
$5,500
Palmetto
40987440002
300010th Ave SE, Naples
$196,900
32.80
$6,003
Highlands
00083120004
1101 Lake Trafford Rd, immokalee
$92,890
13.27
$7,0D0
Lake Trafford
00071920009
3500 Lake Trafford Rd, immokalee
$105,000
15.00
$7,000
Eden Park
00071041001
3650 Westclox Street, Immokalee
$170,760
24.38
$7,004
Pinecrest
00123880000
3139th St S, Immokalee
$136,350
18.18
$7,500
Village Oaks
00137160004
1601 SR 29, Immokalee
$150,000
20.00
$7,500
Sabal Palm
40410080007
409518th Ave NE, Naples
$670,208
87.04
$7,700
Big Cypress
36766400002
3250 W Golden Gate Blvd, Naples
$578,100
19.27
$30,ODO
Corkscrew
00210041406
1065CR858, Naples
$1,881,250
53.75
$35,000
Lely
55425016006
8125 Lely Cultural Pkwy, Na les
$1,050,050
22.00
$47,730
Avalon
00395640007
3300Thomasson Dr, Naples
$727,500
14.55
$50,000
Calusa Park
00399840007
4600 Santa Barbara Blvd, Naples
$1,228,000
24.56
$50,000
Golden Gate - North
36124760009
491120th Place SW, Naples
$699,000
13.98
$50,000
Golden Gate - South
36242200001
5055 20th Place SW, Naples
$149,000
2.98
$50,000
Golden Terrace - North
35998440006
271144th Terrace SW, Naples
$632,500
12.65
$50,000
Golden Terrace -South
36002520002
296544th Terrace SW, Naples
$401,000
8.02
$50,000
Tommie Barfield
78567000562
101 Kirkwood St, Marco Island
$1,064,500
21.29
$50,000
Mike Davis
00298120909
3215 Magnolia Pond Dr, Naples
$879,000
17.58
$50,000
Shadowlawn
61842800009
2161Shadowlawn Dr, Naples
$745,000
12.05
$61,826
Vineyards
80708185001
6225 Arbor Blvd, Naples
$1,800,000
18.00
$100,000
Parkside
55440006088
5322 Tex as Ave, Na Ies
$2,748,100
27.481
$100,004
Parkside
62258680003
5322 Texas Ave, Na les
$60,480
0.56
$108,0DO
Veteran's Memorial Element
00148680007
15960 Veterans Memorial Blvd, Naples
$2,881,350
2105
$125,OD4
Pelican Marsh
00177201208
9480Air ort Rd N, Naples
$3,500,000
20.00
$175,OD0
Naples Park
00157320002
685111th Ave N, Na pies
$4,184,000
20.92
$200,000
Lake Park
11185120001
129514th ave N, Naples
$2,767,500
11.44
$241,914
Poinciana
00267200009
2825 Airport Rd S, Naples
$3,082,500
12.33
$250,000
Poinciana
20765401403
2875 Airport Rd N., Naples
$1,260,000
5.04
$250,000
Sea Gate
20765322508
650Seagate Dr, Naples
$5,625,000
15.001
$375,000
Laurel Oak
w /Gulf Coast HS
78001mmokalee Rd, Naples
Manatee
w /Manatee MS
1880 Manatee Rd, Naples
Osceola
w /Barron Collier HS 15770
Osceola Trail, Naples
Total - Elementary School
$39,660,913
622.62
$63,700
Avers a
21
Tindale- Oliver & Associates, Inc. Collier County School District
August 2011 Packet Page -1208- School Impact Fee Update
10/11/2011 Item 17.A.
Table B -3 (continued)
Existing School Land Value
Middle Schools
Folio No
Address
Land Value
Total Acres
Land Value
per Acre
Immokalee
00120960004
4019th St N, Immokalee
$171,225
22.83
$7,500
East Naples
61844600003
4100 Estev Ave, Naples
$989,000
19.78
$50,000
Golden Gate
36443960001
270148th Terrace SW, Naples
$1,347,000
26.94
$50,000
Manatee
00736680008
1920 Manatee Rd, Naples
$4,703,500
94.07
$50,000
North Naples
00148600003
16165 Learning Lane, Na pies
$3,350,813
43.05
$77,835
Oakrid a
00194480002
14975 Collier Blvd, Naples
$4,685,000
37.48
$125,000
Pine Ride
00239880004
1515 Pine Ridge Rd, na les
$6,454,000
36.88
$175,000
Gulfview
19011520007
255 6th St 5, Naples
$5,085,000
13.56
$375,000
Corkscrew
w /Corkscrew ES
1165 CR 858, Naples
CVpress Palm
w /Sabal Palm ES
425518th Ave NE, na les
Total - Middle School
$26,785,538
294.59
$90,925
Average
42
High Schools
Immokalee
00120880003
701 Immokalee Dr, Immokalee
$325,575
43.41
$7,500
Palmetto Ride
00209961306
1655 CR 858, Naples
$4,773,650
136.39
$35,000
Golden Gate
00296480007
2925 Titan Way, Naples
$3,297,000
65.94
$50,000
Lel
00438760006
1 Lely High School Blvd, Naples
$2,500,000
50
$50,000
62266360001
1 Lely High School Blvd, Naples
$20,160
0.19
$106,105
Gulf Coast
00194800006
7878 Shark Wa , Naples
$8,128,750
65.031
$125,000
Barron Collier
00255120007
5600 Cougar Dr,Naples
$23,303,674
181.631
$128,303
Naples
13803760000
1100 Golden Eagle Circle, Naples
$8,627,286
33.36
$258,612
Everglades City
83494640006
415 School Dr, everglades
$3,152,020
8.04
$392,042
Total- High School
$54,128,115
583.99
$92,687
Ave rage
72
Total -- All Schools
$120,574,566
1,501.20
$80,319
Source: Collier County Property Appraiser Database — 2010 Preliminary Tax Roll
The land value included in the previous impact fee study was $202,000 per acre. This
value was determined based on programmed land purchases in the 2006 Capital
Improvement Program, land value of the existing schools at that time, and available
appraisals. As presented in Table B -4, this value is adjusted based on changes to
property values since 2006 as published by the Collier County Property Appraiser, which
results in a current estimated value of $147,000.
Tindale- Oliver & Associates, Inc. Collier County School District
August 2011 School Impact Fee Update
Packet Page -1209-
"i
10/11/2011 Item W.A.
Adjusted Land Value
Time Frame
Property
Land ValueM Change
- 20 to 50 Acres (Middle)
-2006
$202,051
$131,250 1
- 2006 to 2007
$213,063
5.45%
- 2007 to 2008
$200,876
-5.72%
- 2008 to 2009
$172,452
- 14.15%
- 2009 to 2010
$147,446
- 14.50%
(1) 2006 land value reflects the average land value per acre
included in the 2006 School Impact Fee Report. Values for
remaining years were calculated based on the countywide
average property value changes reported by the Property
Appraiser.
(2) Source: Property Appraiser, Collier County
Collier County School District's Capital Improvement Plan (FY 11 -FY 30) indicates that all
future schools included in the 10- and 20 -Year Plans will be built east of County Road
951. An analysis of property values for the size of parcels used for elementary, middle,
and high schools suggest a range of $60,000 to $90,000 (excluding the parcels for high
schools due to small sample size). Table B -5 presents this information.
Table B -5
Just Market Value of Vacant Land — East of CR 951
Acreage
-10 to 30 Acres (Elementary)
Number
Cost per Parcels
$87,514 22
- 20 to 50 Acres (Middle)
$60,667 3
- 40 to 80 Acres (High School)
$131,250 1
Weighted Average (10 to 50 Acres)
$75,988 24
Source: Collier County Property Appraiser Database, 2010
Based on this information, an average value of $75,000 per acre (mid -point of $60,000
and $90,000) is found to be a conservative estimate and is used in the study.
Tindale - Oliver & Associates, Inc. Collier County School District
August 2011 Packet Page -1210- School Impact Fee Update
;5
10/11/2011 Item 17.A.
APPENDIX C
Distribution of Inventory for Indexing
Packet Page -1211-
10/11/2011 Item 17.A.
Classification of Inventory Value for Future Indexing Calculations
Currently, Collier County indexes its school 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 C -1 presents the classification of the
inventory for future indexing purposes. This distribution will be used until the technical
study is updated next time.
Table C -1
Classification of Inventory Value
Item
Planning /Construction
Percent
Current Value�'� Tota 1121
$1,305,384,656 81%
Land
$118,267,500 7%
FF &E
$154,309,157
Buses /Vehicles
$42,089,017
Subtotal - All Equipment
$196,398,174 12%
Total Value of the Inventory
$1,620,050,330
(1) Total net square teet and acreage of inventory (Table A -1) multiplied by the average
cost per square foot for planning and construction, land, and FF &E from Table 3. Total
cost for ancillary facilities and buses /vehicles is from Table S.
(2) Percentage of each component out of the total value
Tindale- Oliver & Associates, Inc. Collier County School District
August 2011 C -1 School Impact Fee Update
Packet Page -1212-
APPENDIX D
Supplemental Calculations
Packet Page -1213-
10/11/2011 Item 17.A.
10/11/2011 Item 17.A.
Supplemental Calculations
This Appendix provides an explanation of land cost and net interest carrying
calculations.
Land Cost
As shown in table D -1, land cost is calculated by multiplying cost per acre by the average
acres per 1,000 square feet for each school type. Average school size is based on the .
most recently built schools that were also used for the calculation of the LOS in Table 2.
Average acreage by school type is based on information obtained from Collier County
School District representatives. This figure was compared to the acreage of the schools
that were included in the average size calculations as well as the entire inventory and
were found to be reasonable.
Table D -1
Land Cost Per Square Foot
Average Average
School Type Acres(l) Size (2)
Acres per Land Cost
1000 SP 3j per SO"
;Cost per Acre (2010 dollars)(')
(1) Source: Collier County School District
(2) Source: Average size of prototype schools
(3) Average acres (Item 1) divided by average size (Item 2)
multiplied by 1,000.
(4) Cost per acre (Item 5) multiplied by acres per 1,000 sf (Item 3)
divided by 1,000.
(5) Source: Appendix B
Tindale- Oliver & Associates, Inc. Collier County School District
August 2011 D -1 School Impact Fee Update
Packet Page -1214-
10/11/2011 Item 17.A.
Net Interest Carrying Cast
Table D -2 provides the net interest carrying cost calculations for middle schools as an
example.
Table D -2
Net Interest Carrying Cost per Square Foot — Middle Schools
Inflation Year of
Construction Phase Planning(l) Years (2)
Planning 1.0 2.5
Initial Cost (3)
$11.20
Interest (4) Difference
$12.65
(5)
Construction 2.0 1.5
$106.67
$114.77
Construction + FF &E 2.5 1.0
$127.47
$133.84
Total Cost
$245.34
$261.26
$15.92
Adjusted Carrying Cost! 6)
$13.53
interest Rate (7)
5.00%
Percent Borrowed")
85.00%
(1) Based on discussions with the School District, represents the average time frame for each phase.
(2) Number of years the interest will be paid.
(3) Cost of each phase distributed throughout the length of the phase. For example, the entire cost of
planning is expected to occur during Year 1 while half of the construction cost is expected to be
incurred in Year 2 and the other half in Year 3.
(4) Initial cost (Item 3) increased by the interest rate (Item 7)
(5) Difference between total cost with interest and total initial cost
(6) Total cost difference multiplied by percent borrowed (Item 8)
(7) Based on discussions with School District representatives
(8) Based on a review of expenditures over the past five years
Tindale- Oliver & Associates, Inc. Collier County School District
August 2011 D -2 School Impact Fee Update
Packet Page -1215-
9
10/11/2011 Item 17.A.
The Greater Naples Chamber of Commerce
r'" " Serving all of Collier County
July 28, 2010
Han Kathleen Curatolo, Chair
Collier County School District Board
5775 Osceola Trail
Naples, FL 34109
RE: School Impact Fee
Dear School Board Members:
The Chamber's Public Policy leaders wish to share our thoughts as you discuss the school impact
fee and the District's capital plan during your July 29th, 2010 Board meeting. We hope our
comments may help you balance your impact fee policy recommendations to the Board of
County Commissioners.
Given our current economic challenges, we think it is important we put matters into context. We
hope you agree it is important to generate sufficient capital revenue to both meet the District's
capital needs and resonate with the needs of Collier County's economy. Indeed, we believe it is
critical that the District adopt fiscal policy that is responsive to the severe recession currently
impacting the overall socioeconomic health of our great community.
As you know, the best estimates are that Collier County has lost approximately 15,000 jobs in
our construction, development and related industries. The affects of this massive job loss in our
community have been profound. When combined with the national recession, stock market
volatility, financial crisis and foreclosure epidemic, most families, businesses, and municipalities
are being forced to reset and rethink budgetary priorities responsive to our new economic
realities.
The good news is that Collier County School Board has been adroit and need not panic. Your
decision last fall to advance a referendum to move one quarter mill from capital to operating
accounts has helped stabilize the District's operating budget. This forward thinking has helped in
so many ways. The Chamber was pleased to join with many collaborative community
constituents to support you in this effort. Together, we all were instrumental in achieving the
referendum's success.
2390Tamiami Trail North - Suite 210 - Naples, Florida. Packet Page -1216 - 3x(239)262- 8314 - www.napieschamberorg
10/11/2011 Item 17.A.
Kathleen Curatolo
July 28, 2010
Page 2 of 3
In this same collaborative spirit, we ask you to consider recommending to the County Board of
Commissioners that school impact fees be lowered.
We believe all in Collier County would be best served by lower impact fees for the next few
gears as we attempt to recover from the recession.
Current Collier County impact fee policy is to assess the maximum impact fee that is legal. We
suggest the School District consider balancing the amount of impact fee with other
socioeconomic considerations such as job creation, local economic benefit and additional new
home construction. We refer you to the findings in the Collier County Fiscal Stability report
completed by Patrick Anderson for more detailed analysis (see attached).
We believe there is considerable evidence that the amount of the school impact fee could be
lowered or even eliminated for a time. Your current School District capital plan recognizes
Collier County will not need a new school for approximately 10 years. In fact, it has been several
years since the County built a new school. Our school population has been arguably static for the
past three years with student enrollment increasing plus or minus some one thousand students
annually. But, also, please note that the School Board staff has budgeted between $4 million and
$6 million dollars in impact fee collections annually in your current five -year plan. These dollars
appear to be budgeted to construct a $30 million ftind for future school construction.
Recognizing that no school caused by growth is slated to start in the next five years, it seems that
the reduction of this impact fee would not impair the current capital plan.
We recognize the County, in co- operation with the District, is completing an updated education
impact fee study in the next few months. Prudence suggests it may be wise to advance the
discussion of lowering school impact fees over the coming months in conjunction with a
thorough review of the findings in the county's study.
Also, we ask you to consider requesting immediate deferral of the collection of the
education impact fee until a home is completed.
Current County policy is to collect impact fee taxes prior to starting a construction project. For a
residential single family home, the combined eleven (11) impact fees total approximately
$40,000 of which approximately $11,000 is for the education impact fee. This upfront impact fee
tax is paid prior to the first work start and groundbreaking. Most projects are not funded until the
closing with the end user when the home is finished. Bank financing for new construction is
scarce. Construction companies now are forced to use their own cash to fund construction. For a
company that builds more than one home at any one time, this up -front payment becomes a
significant deal breaker to building any homes at all. We believe deferring impact fee collection
until the issuance of certificate of occupancy, when the home is completed and prior to a
homeowner taking legal possession, will stimulate our economy and spark noticeable, additional
new home construction.
Packet Page -1217-
10/11/2011 Item 17.A.
Kathleen Curatolo
July 28, 2010
Page 3 of 3
In summary, we believe all in Collier County would be best served by lower school impact fees
for the next few years as we attempt to recover from the recession. Second, by deferring the
collection of the education impact fee until a home is completed, we could help stimulate the
local economy and job employment.
Please know that we appreciate the opportunity to share these suggestions with you and stand
ready to continue to try to support and assist you in your deliberations in the days ahead.
Respectfully submitted for The Chamber's Public Policy Leaders,
r�" w1orIc-
Michael V. Reagen, Ph.D.
President & CEO
The Greater Naples Chamber of Commerce
& Leadership Collier Foundation
MVR/If
cc: Dennis Thompson
Michele LaBute
Packet Page -1218-
ra
J .
August 23, 2010
Honorable Commissioner Fred Coyle
Chair, Board of County Commissioners
3301 E. Tamiami Trail
Naples, Florida 34112
Dear Commissioner Coyle,
10/11/2011 Item 17.A.
KATHLEEN CURATOLO, Chair
JULIE SPRAGUE, Vice Chair
PATRICIA M. CARROLL, Member
STEVEN J. DONOVAN, Member
ROY M. TERRY, Member
At our regularly scheduled meeting on Thursday, August 19, 2010, members of the
District School Board of Collier County voted unanimously to recommend a 50%
reduction in school impact fees over a twenty -four month period.
On behalf of School Board members, we are requesting that this recommendation be
placed on a BCC agenda for your discussion and vote. The favor of your reply would
be most appreciated.
Since ely,
Kathleen Curatolo
Chair: District School Board of Collier County
cc: Leo Ochs, Collier County Manager a✓
Dr. Dennis L. Thompson, Superintendent of Collier county Public Schools
COLLIER COUNTY CHARACTER EDUCATION TRAITS
Citizenship Cooperation Honesty Kindness Patriotism Perseverance.
�o Respect Responsibility Self Control Tolerance
THE COLLIER COUNTY PUBLIC SCHOOL SYSTEM IS AN EQUAL ACCESS/EQUAL OPPORTUNITY INSTITUTION FOR EDUCATION AND EMPLOYMENT.
Packet Page -1219-
10/11/2011 Item 17.A.
16D • Friday, September 23, 2011 • Naples Dairy News
NOTICE OF INTENT TO CONSIDER ORDINANCE
Notice is hereby given that on Tuesday, October 11, 2011, in the Boardroom, 30
Floor,. Administration Building, Collier County Government Center, •3299 Tamiami
Trail East, Naples, Florida, the Board of County Commissioners will consider the en-
actment of a County Ordinance. The meeting will.commence at 9:00 A.M. The title
of the proposed Ordinance is as follows:
AN ORDINANCE OF THE BOARD OF COUNTY COMMISSIONERS OF COLLIER COUN-
ANFL! FLORIDA, IMPACT (THE COLLIER COUNTY CONSOLIDATED PACT E
D ORDINANCES FEE ORDI-
NANCE) BY INCORPORATING, BY REFERENCE,. THE IMPACT FEE STUDY ENTITLED.
"COLLIER COUNTY SCHOOL IMPACT FEE_ STUDY," DATED AUGUST 22,'2011; PRO-
VIDING THAT THE CURRENT, ADOPTED :SCHOOL IMPACT FEE RATES REMAIN. IN EF=
FECT, AS THEY ARE LOWER THAN THOSE CALCULATED IN THE- UPDATE STUDY;
PROVIDING FOR CONFLICT AND SEVERABILITY; PROVIDING FOR INCLUSION IN THE
COLLIER COUNTY CODE OF LAWS, AND ORDINANCES; AND ,PROVIDING AN EFFEC-
TIVE DATE.
A copy of the proposed Ordinance is on file with the Clerk to the Board, and is
available for inspection. All interested parties are invited to attend and be heard.
NOTE:. All persor*. wishing to speak'on any -agenda item must register with the
.County administrator prior to presentation of the agenda . item to. be addressed.
Individual - speakers will be limited to 3 minutes on any item,. The selection of an in-
dividual to speak, on behalf'of an organization or group is encouraged. If .recog=
nized by the Chairman, a spokesperson for a group or organization may be allotted
10 minutes to speak on an item.
Persons wishing to have written or graphic materials included in the Board agenda
packets must submit said .material a minimum of 3 weeks prior to the resppective .
public hearing. in ,any case, written materials intended to be considered by the
Board shall, be submitted to the appropriate County staff a minimum of seven days
prior to the public hearing. All material, used in presentations before the Board
will become a permanent part of the record..
Any person who decides to appeal a decision of the Board will need a record of
the proceedings pertaining thereto and therefore, may, need: to ensure that a ver-
batim record of the proceedings: is made, which record.mcludes the testimony and
evidence upon which the appeal is based.
If you are a'person with a disability who 'needs any accommodation in order to par -
tiapate in this proceeding, you are entitled; at po,cost to you.to the provision of
certain assistance.., Please contact the Collier County Facilitigs Management Depart
-
in located at 3335 Tamiami Trail East, Suite .101, Naples, , Florida, (239) 252 -8380,
at least two days prior to the meeting. Assisted listening devices for the hearing im-
paired are available in the Board of County Commissioners Office.
BOARD OF.COUNTY COMMISSIONERS
COLLIER COUNTY, FLORIDA. .
FRED W. COYLE, CHAIRMAN
DWIGHT E. BROCK.. CLERK
By: Martha Vergara, Deputy Clerk
(SEAL)
Csotnmh •r 21. 2011 N0191 5920
AM
Packet Page -1220-