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11-12-2008 CITY OF EDGEWATER Planning and Zoning Board Wednesday, November 12, 2008 6:30 p.m. EdgewaterCommunityCenter 102 N.RiversideDrive AGENDA 1.CALL TO ORDER 2.ROLL CALL 3.APPROVAL OF MINUTESRegular meeting of October 8, 2008 4.OLD BUSINESS- PUBLIC HEARING None at this time. 5.NEW BUSINESS- PUBLIC HEARING a.VA-0805 – Janet Severt, applicant, requesting a variance from Article V of the CityofEdgewater Land Development Code, for property located at 128 Evergreen Ave. b.VA-0806-Daniel Johns, applicant, requesting variancesfromArticleVof the City of Edgewater Land Development Code, for property located at 310 N. Ridgewood Ave. c.Review and Recommendation to the City Council of the amendments to the CapitalImprovements Element (CIE) and the accompanying Capital Improvement Program (CIP). d.City of Edgewater, requesting an amendment to the Planning and Zoning Board By-Laws. 6.OTHER BUSINESS None at this time. 7.DISCUSSION ITEMS a.Development Services Director’s Report b. Chairman’sReport c.Agency Members’ Report 8.ADJOURNMENT Pursuant to Chapter 286, F.S., if an individual decides to appeal any decision made withrespecttoanymatter considered at a meeting or hearing, that individual will need arecordofthe proceedings and will need to ensure that a verbatim record of the proceeding is made.The City does not prepare or provide such record. In accordance with the Americans with Disabilities Act, persons needing assistance to participate in any of these proceedingsshouldcontact City Clerk Bonnie Wenzel, 104 N. Riverside Drive, Edgewater, Florida, telephone number 386-424-2400 ext. 1101, 5 days prior to themeetingdate. If you are hearing impaired or voice impaired, contact the relay operator at 1-800-955-8771. Citizen comments are to be limited to five (5) minutes CITY OF EDGEWATER PLANNING AND ZONING BOARD INFORMATION SUMMARY CASE # VA-0805 OWNER: Janet Severt APPLICANT/AGENT: Janet Severt REQUESTED ACTION: The applicant is requesting an "after the fact" variance from Article V, Section 21-50.02 (Table V-I) of the City of Edgewater Land Development Code to allow for a 21' front set back in lieu of a 30' front set back for construction of a wheelchair ramp for access to a wood deck. PROPOSED USE: Single Family Residence LOCATION: 128 Evergreen Ave. AREA: .25::i: acres CURRENT LAND USE: Single Family Residence FLUM DESIGNATION: Low Density Residential ZONING DISTRICT: R-3 (Single Family Residential) VOTING DISTRICT: 1 SURROUNDING AREA: Current Land Use FLUM Desilrnation Zonine District North Single Family Low Density Residential R-3 (Single Family Residence Residential) East Single Family Low Density Residential R -1 (Single Family Residence Residential) South Single Family Low Density Residential R-3 (Single Family Residence Residential) West Single Family Low Density Residential R-3 (Single Family Residence Residential) Background The subject property contains a 470 sq. ft. wood deck, which encroaches nine feet (9') into the front setback. The applicant is requesting a variance to construct a wheelchair ramp to gain access to the deck. Land Use Compatibility: The area is designated as a residential low-density land use and Single Family Residential is compatible with the surrounding area. I Adequate Public Facilities: The property is served by City water and sewer, and has access to Evergreen Ave. Natural Environment This site is has no known environmental issues. Comprehensive Plan Consistency The Comprehensive Plan does not directly address this matter. Other matters Per the City of Edgewater Land Development Code Section 21-10.04, in order to grant a non-administrative variance, the P&ZB shall make the following findings of fact: 1. That granting of the proposed variance is not in conflict with the Comprehensive Plan; 2. That granting of the proposed variance will not result in creating or continuing a use, which is not compatible with adjacent uses in the area; 3. That granting of the proposed variance is the minimum action available to permit reasonable use of the property; 4. That the physical characteristics of the subject site are unique and not present on adjacent sites; and 5. That the circumstances creating the need for the variance are not the result of actions by the applicant, or actions proposed by the applicant. STAFF RECOMMENDATION Staff recommends approval of a variance for a 21' front set back in lieu of the required 30' from Chapter V, Section 21-50.02 (Table V-I) of the City of Edgewater Land Development Code. MOTION Motion to approve a variance for a 21' front setback in lieu ofthe required 30' from Chapter V, Section 21-50.02 (Table V-I) of the City of Edgewater Land Development Code. 2 ~ CIl 1:: III 8- Q) :I:! ~ a; Z~ ~ -g en ~ 'E ._ :l CJ en ~IJJ - 1- 1 Y' C \:- IO~ -AI -~~~~ ~ ~'7. ~ \ ,:-, .\,~V"l' /~ 011 6 - .... ,\\ ' "" ...---\>' /. 1--'/ ,.; \ G ,<"" ~I~\ ~ - ~\ \- (.5.~./ "... ~ ~ _ _' .:- ~n v.It' II: 'Z.---5, - I \/~ ~ 0 -" v-:;:("l I ~ :>\: ~ /"O~/ ~~~\,y ~ ~~~~ 11__ ~~ ~ 'Z{" :::l - GO \,-,,'( I.' \li ~ _ '" ":: , 1---1 t:!) 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DENOTES 5/8" IRON ROD W/ CAP "LB 7220" SET o DENOTES 1/2" IRON PIPE (NO IDENTIFICATION) RECOVERED o DENOTES 4" X 4" CONCRETIE MONUMENT {NO IDENTIFICATION> RECOVERED @ DENOTES 1/2" IRON PIPE (NO IDENTIFICATION) RECOVERED EVERGREEN AVENUE (50' R/W) (0 20':i: ASPHALT PAVDAENT ( 100.00'(P)(M) O~/r. . . . . . . .o/u 254.00' TO ~QRTH RIVERSIDE DRIVE 50"" b LOT~ 4 ~~ . ~~ ~ -(1)0 OC\! 00. '1' ~~ I- o ...J lt~ ~~ ~2,:' 1;.4~.~ Ooqo~ u~* <:tog XI:: (l)c\!~ o 0 . ~~ 2.a) ,..1 ZZ b ,.: '" 25.2' e;~ - 0) 010 oq. '(0 ~~ (I) ~~ o.~ w~ I- 0;"" 0 Ooq ...J <:tCr> (I)~ o 0 (0(0 UHf) o "? ".2.a 8'X 12" FRAME SHED " oj !5Q'(P) ( 5.3' 5Q'(PJ WOOD FENCE J .... F'EI"lCE 0.75 ./ ,4..4..8' S 73026'00" W(P) S 73004'08" W(M) 100.00'(P) 99.79'(M) LOT ASSESSOR'S SUBDIVISION OF THE G. 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BII 'l ~ ~ :If: ;.~':} : ~ ~-~ - hi <kl ...... l.o-~II ,;: : sl n ~ ~ /~. ~ ,,$- III . ,II 1 ~Q '.l\!l r- III 2: t}~1~ /~I ;I! ~ ( !;~ --- : '! ~ !0.~ ~ 51' ,,!f ~ l-:i- .~.L .p:-. .1~.l:1 'r I''''. ..... ~II ~ BII~ o : Nrl I ~ . ~ ~ . ~ 1:--~::~ ~1'll:X1OO 0 ..... '_A ,(0'-' '.fo-. .'" JI '1]1 1 ill :I! ~ 1 . ..... .... '-A 1 ! t 1 1 ~ t 1 ~ ~ ~ ~ i j ~ . : ~ ~ .: )j 1 ~ 1I~1\1>'l.' :;. ~ ,-... -~ ..~:~_. .,:,~ .l-." _._m.~"1I ,~ I z ... ....-.A .. ,11-'" .. r.t .. ,,,. v ( ~7.-' /' <.- l..::, ,,..' -~~... .~ C...l.~-- ~~ , .' ~..-.. . -' ~-' t.,~ i \......)'"~ .........-.:.. ~.::.--v- I 'l.f) I S(.l,.~c;\( CITY OF EDGEWATER PLANNING AND ZONING BOARD INFORMATION SUMMARY CASE # VA-0806 OWNER: Edgewater Alliance Church APPLICANT/AGENT: Daniel Johns, P.E. REQUESTED ACTION: The applicant is requesting variances from the following sections of the Land Development Code: · Section 21-54.03(b) - to eliminate the requirement that landscaped areas shall be protected from vehicular encroachment with effective curbs and to allow wheel stops which are permitted only when certain stormwater conditions warrant their use; and; · Section 21-57.02(k)-to allow a grass parking area in lieu of the requirement that parking areas shall be hard-surfaced using material approved by the City PROPOSED USE: expansion of existing church facility LOCATION: 310 N. Ridgewood Avenue AREA: 4.69:i: acres CURRENT LAND USE: Church FLUM DESIGNATION: Public/Semi-Public ZONING DISTRICT: B-3 (Highway Commercial) VOTING DISTRICT: 1 SURROUNDING AREA: Current Land Use FLUM Desienation Zonine District North Multi - Family Commercial B-3 (Highway Residential Commercial) (Apartments) East Commercial Commercial B-3 (Highway Commercial) South Single Family Commercial/High Density B-3 (Highway Residential! Multi- Residential Commercial)/R-5 (Multi- Family Residential Family Residential (Apartments) West Vacant and Single High Density Residential R-5 (Multi- Family and Multi-Family Residential Residential G:\Planning and Zoning Board\Jnfo Summaries\2008\V A-0806 - Edgewaler Alliance Church - 310 N. Ridgewood.doc Background The applicant is requesting a variance to allow for unimproved (grass) parking requirements. The applicant is currently undergoing Site Plan review for expansion of the existing church facilities. The proposed unimproved parking area will be utilized for overflow parking. Land Use Compatibility: The proposed commercial use is compatible with the surrounding commercial uses along U.S. Highway 1. Adequate Public Facilities: This site is served by the City's water and sewer service area and has direct roadway access to U.s. Highway 1. Natural Environment This site is has no known environmental issues. Comprehensive Plan Consistency: The commercial use of the property is consistent with Goal 1 of the City of Edgewater Comprehensive Plan, Future Land Use Element which states "To effectively manage the land use pattern in the City to enhance the quality of life for its citizens; promote economic vitality; and, accommodate population and development growth in an environmentally acceptable manner." Other matters Prior to development, the Technical Review Committee must approve the proposed site plan. Per the City of Edgewater Land Development Code Section 21-10.04, in order to grant a non-administrative variance, the P&ZB shall make the'following findings of fact: 1. That granting of the proposed variance is not in conflict with the Comprehensive Plan; 2. That granting of the proposed variance will not result in creating or continuing a use, which is not compatible with adjacent uses in the area; 3. That granting of the proposed variance is the minimum action available to permit reasonable use of the property; 4. That the physical characteristics of the subject site are unique and not present on adjacent sites; and 5. That the circumstances creating the need for the variance are not the result of actions by the applicant, or actions proposed by the applicant. STAFF RECOMMENDATION Staff recommends approval of the varIance requests from the City of Edgewater Land Development Code as follows: · Section 21-54.03(b) - to eliminate the requirement that landscaped areas shall be protected from vehicular encroachment with effective curbs; and · Section 21-57.02(k)-to allow a grass parking area in lieu of the requirement that parking areas shall be hard-surfaced using material approved by the City for property located at 310 N. Ridgewood Avenue. G:\Planning and Zoning Board\Info Summaries\2008\V A-0806 - Edgewaler Alliance Church - 310 N. Ridgewood.doc 2 MOTION Motion to approve the variance request from the City of Edgewater Land Development Code as follows: · Section 21-54.03(b) - to eliminate the requirement that landscaped areas shall be protected from vehicular encroachment with effective curbs; and · Section 21-57.02(k)-to allow a grass parking area in lieu of the requirement that parking areas shall be hard-surfaced using material approved by the City for property located at 310 N. Ridgewood Avenue. G:\Planning and Zoning Board\Info Summaries\200gW A-Og06 - Edgewater Alliance Church - 310 N. Ridgewood.doc 3 ~ ~ . J1 ll: ~ Oi: 1j .c :z~ :J O~ o .a- ,Q ""') u ~ ~IIJ ~ ~ ~ ~s (.~ -,......-" // ? ) / \ \ " 21 o " (MMl93ti\'l1 am61lUJ~ c " .. ~ c " " . il~~ ii~ :II ~, .. ~- 10', <: d1~ ~i~ ~,} ~ii ., oM fi " SOli,","" 1;- ~- ~ -'"' ..."1 .. l!jt3f , ~ ,. i " f: .t ~~ '....... ;M It f ;;r ',~ ~ '1.U:Jl~~,: I Cr .------ ~ ~ 'if' ~-::::"--~J/,D -- ~___ .t. (H),'J7'~I<:l (~XG)i'..n~,Sl:.22N ~ <!1 !:.2: "8~! III 88 !i II b !ll III ~~i m ! I I I 8 I I it : t R' ~l I ~ I! 1111 III r"j ,., i I; n in I I I I II I ~ /1" CITY OF EDGEW A TER PLANNING AND ZONING BOARD INFORMATION SUMMARY CASE # CP A-0802 APPLICANT/AGENT: City of Edgewater REQUESTED ACTION: Amend the Comprehensive Plan to update the Capital Improvements Element (CIE) and the accompanying Capital Improvement Program (CIP). Background The CIE identifies the capital improvements that are necessary for implementation of the Comprehensive Plan and ensure maintenance and achievement of Level of Service (LOS) standards for concurrency-related facilities, i.e. transportation, potable water, sanitary sewer, schools, recreation and open space, stormwater and solid waste. The Five-Year Capital Improvement Schedule must be financially feasible pursuant to the 2005 Growth Management Act (Senate Bill 360). Florida Statutes defines that financial feasibility means that sufficient revenues are currently available or will be available from committed funding sources for the first three (3) years, or will be available from committed or planned funding sources for years 4 and 5, of a 5-year capital improvement schedule for financing capital improvements. Comprehensive Plan Consistency The amended CIE shall be submitted to the Florida Department of Community Affairs and all required local regulatory agencies after adoption. Other Matters The CIE Amendment is exempt from the normal biannual Comprehensive Plan Amendment cycle. STAFF RECOMMENDATION Staff recommends sending a favorable recommendation to City Council for the amendment to the Comprehensive Plan by updating the Capital Improvements Element (CIE) and the accompanying Capital Improvement Program (CIP). MOTION Motion to send a favorable recommendation to City Council for the amendment to the Comprehensive Plan by updating the Capital Improvements Element (CIE) and the accompanying Capital Improvement Program (CIP). G:\Planning and Zoning Board\lnfo Summaries\2008\CPA-0802 - CIE.doc .r . CITY OF EDGEWATER, FL ~ I I CAPITAL IMPROVEMENT PROGRAM t: I FY 2008-2009 TO 2012-2013 ~ l ~ II , ~ :JL. __ _ __ _ ___ _ ______-_ _______- _ _ - - - -- - ...c.I\.. The Capital Improvement Program as set forth in this document is a long range planning tool for the City of Edgewater. The document reflects five years of capital outlay with the first year officially adopted as part of the fiscal year 2008-2009 budget by the City Council. The remaining years in the CIP serve as a planning guide, which is reviewed annually. The Capital Improvement Program (CIP) provides a planned and programmed approach to utilizing the City's financial resources in the most responsive and efficient manner to meet its service and facility needs. The CIP serves as a "blueprint" for the future of the community. Development of the CIP requires integration of financial, engineering, and planning functions. The CIP also incorporates needs identified in the Capital Improvements Element (CIE). The CIE focuses on anticipated infrastructure requirements for six facility types required by the State of Florida, Parks, Solid Waste, Stormwater, Transportation, Water, and Wastewater. The CIE focuses on service level standards and the land use plan adopted by the City Council in order to preclude deficiencies in adopted level of services. The CIP is developed to achieve the following results: * Consolidating and coordinating all department requests with the goal of reducing unnecessary delays and coordinating individual departments' improvement programs. * Establishing a system of procedures and priorities by which each proposal can be evaluated in terms of public need, the comprehensive planning of the area, and the interrelationships of projects and cost requirements. * Scheduling capital projects over an extended period so the most efficient financial plan for the CIP can be achieved. * Assuring that the s-year schedule of improvements for each type of facility is financially feasible. * Successfully implement level of service standards for public facilities as outlined in Florida Statutes Chapter 163, part of which states: Provide that public facilities and services meet or exceed the standards established in the Capital Improvements Element required by F.S. 163.3177 and are available when needed for the development, or that development orders and permits are conditioned on the availability of these public facilities and services necessary to serve the proposed development. Not later than one year after its due date established by the state land planning agency's rulefor submission of local comprehensive plans pursuant to F.S. 163.3167(2), a local government shall not issue a development order or permit which results in a reduction in the level of services for the effected public facilities below the level of services provided in the comprehensive plan of the local government. Table 1 City of Edgewater Capital Improvement Schedule Fiscal Years Ending 2009-2013 Project Fiscal Year Total 2008-2009 2009-2010 2010-2011 2011-2012 2012-2013 Vehicle Renlacemen S206 000.00 S300 01)0.01) 5350 000.00 5200000.00 S 1 056 0(1).00 12 Lcad/ EKG Monitor 525 OUO.OO 525 000.00 Geni~i~ Extrication Tool Sv~tem 5.10 000.00 S30.000.00 Sclfrontained Breather Annaratu~ S I 00 000.00 5100000.00 Fire Dent. Totals $206.000.00 $300.000.00 5350.000.00 $30.000.00 $325.000.00 $1.211.000.00 FIRE DEPARTMENT Vehicle RenIacement 5103616.UO 5112 OOO.UO 584 OOu.OO 5S6.00U.OO SI12.00U.OO 5467 (,16.00 Police Station Land ACl1ui~ition ~OOO.O() 580 000.00 Radio Svstem Renlacement 520(J 000.00 5200 000.00 Police Dent. Totals 5183,616.00 $312,000.00 $84,000.00 $56,000.00 $112,000.00 $747,616.00 ENVIRONMENTAL SERVICES' POLICE DEPARTMENT' - Vehicle Renlacement 5209.7 50.UO 5410 OOO.UO S770 OOU.OO S620 OOU.OO S7SU OOU.OO 52.759750.00 Wa~tewater Slin lininn 5200000.00 5200 000.00 Bar Screen WWfp 5120.000.00 5120000.00 SE Service Area De~inn & romtruction 5101.400.00 S2 000 000.00 S2 101 .100.00 Retrofit Lift Station 1 2.13 570000.00 540 ooo.nO S70000.00 SI80.(JnO.(JO 2) 25 HI' Comnrc~sor~ WWfp S30000.00 S.10.000.00 We~tern Stora"e Tank & Pumn Station 5130000.00 S 1.~0 000.00 W\vrp Rehab/Renlacement 53 000 000.00 53 000 (100.00 56.000000.00 2.5 MGD Wa~tewater Treatment Plant 5 I OOll oou.nu 57 SOU.OOu.OU 56 SOll OOU.OO S 15 000 OUO.OO SE Service Area Reclaimed lmnrovement~ 53S0.000.00 55.000.000.00 5S 3S0 000.00 ART well~ 17 18 1920 51 210 931.00 51210931.00 l\erator and ~tairwav renlacement 5200000.00 5200 (100.00 rlaricone Paintin<> 51 OU 000.00 S100000.00 Renlacement of 2" Water Line~ 54U.000.OO 540 000.00 We~tern Reclaimed Water Main Exten~ion 53SU 000.00 53 SUO 000.00 53 850000.00 Sliolininn exi~itnn njne~-Wildwood Sl1bdivi~ion 52S.000.00 5_~O 000.00 530000.UO 5210 OUll.OO 5"95.00().OO Ea~tern Shore~ Proiect 596 750.00 596.750.00 Environmental Services Totals $2.378.831.00 S6.305.000.00 $13.370.000.00 $8.150,000.00 $7.460.000.00 $37.663.831.00 Vehicle Renlac"ment S25 noo.oo 568 000.00 530000.00 5148000.0n 5271 000.00 Animal Shelter 52 SO 000.00 5250000.00 Hawk~ Park Amnithcatrc 5183175.00 S 183 17S.00 Kennedv Park Rennnvation~ 52S5.00(J.OO 52900UO.O(J 554500U.00 DolY Park 5S0.0(JO.00 S50.000.00 MaJ1l'o Lake Park 5500 000.00 5500 000.00 I-lamer Li"l1id rnlled Dcwpe~ Slone Mowcr 525000.QO $25 000 Parks and Recreation Totals $688.175.00 $50,000.00 ~OOO.OO mpOO.OO 5988.000.00 $1.824.175 LEISURE SERVICES' Vehicle Rcnlaccment 5(51)00.00 565 000.00 rleet rue! Tank Renlacement S 125 OOO.lJO 5 12S 000.00 30th Street Sidewalk SIS7716.0() 5157716.00 Road RenavinlY 5335 272.00 54S0 000.00 5475000.00 5S00.000.00 5S00 000.00 52 260 272.00 Public Works Totals S617.988.00 $515.000.00 $475.000.00 5500.000.00 $500.000.00 52.607.988.00 All Proiects Totals 54.074.610.00 57 .482.000.00 $14.347.000.00 $8.766.000.00 $9.385.000.00 $44.054.610.00 Source: City of Edgewater Planning Divi~ion, 2008. PUBLIC WORKS' CAPITAL IMPROVEMENT PROGRAM TOTAL FUNDING SOURCES FY08-09 FY09-10 FY10-11 FY11-12 FY12.13 FIVE YEARS General Fund General Fund Revenues $ $ 225,000 $ $ 30,000 $ 125,000 $ 380,000 CDBG Grant 87,461 87,461 ECHO Grant 83,175 840,000 923,175 FRDAP Grant 200,000 200,000 FOOT Grant- 30th Street Sidewalk 118,287 118,287 Prior Year Appropriations 582,240 582,240 Transportation Impact Fees 80,000 80,000 Police Impact Fees 80,000 80,000 Local Option Gas Tax 450,000 475,000 500,000 500,000 1,925,000 Recreation Impact Fees 155,000 155,000 Debt Proceeds 309,616 502,000 502,000 86,000 460,000 1,859,616 General Fund Totals 1,695,779 1,177,000 977 ,000 616,000 1,925,000 6,390,779 Water and Sewer Fund Interest Earnings 50,000 50,000 Transfer from Water Development 783,558 2,130,000 370,000 3,283,558 Transfer from Sewer Development 587,373 700,000 4,500,000 7,500,000 6,500,000 19,787,373 Transfer from Operating 5% of Revenues 450,000 400,000 400,000 400,000 400,000 2,050,000 Proprietary Appropriations 250,000 220,000 350,000 820,000 Debt Proceeds 161,150 3,050,000 8,070,000 11,281,150 Water and Sewer Fund Totals 2,282,081 6,280,000 13,340,000 8,120,000 7,250,000 37,272,081 Storm water Fund Indian River Lagoon License Plate 16,750 16,750 Proprietary Appropriations 25,000 30,000 30,000 210,000 295,000 Cost Share Grant 80,000 80,000 Storm water Fund Totals 96,750 25,000 30,000 30,000 210,000 391,750 Total Revenues from All Sources $ 4,074,610 $ 7,482,000 $ 14,347,000 $ 8,766,000 $ 9,385,000 $ 44,054,610 Sources of Revenue Stormwater Fund 1% General Fund 15% rr~'~=- ~ ~. _". #;.-~_~#_,__.",.'A- o General Fund IilWater and Sewer Fund o Stormwater Fund Water and Sewer Fund 84% SUMMARY OF CAPITAL IMPROVEMENTS Facility Type FY 08-09 FY09-10 FY10-11 FY11-12 FY12-13 Total Fire Department $206.000 $300.000 $350.000 $30.000 $325.000 $1 ,211 ,000 Police Department 183,616 312.000 84,000 56.000 112.000 747.616 Environmental Services 2.378.831 6,305,000 13,370,000 8.150,000 7.460.000 37.663.831 Leisure Services 688,175 50,000 68.000 30.000 988,000 1.824,175 Public Works 617,988 515,000 475,000 500.000 500.000 2,607.988 Total Capital Improvements $4.074.610 $7.482.000 $14.347.000 $8.766.000 $9.385.000 $44.054.610 SUMMARY OF COMMITTED AND PLANNED FUNDS Fund FY -08-09 FY09-10 FY10-11 FY11-12 FY12-13 Total General Fund $1 ,695,779 $1 , 177,000 $977.000 $616.000 $1.925,000 $6.390,779 Water and Sewer Fund 2.282.081 6.280,000 13,340,000 8,120.000 7.250.000 37,272.081 Stormwater Fund 96.750 25.000 30,000 30,000 210.000 391.750 Total Committed and Planned Funds $4.074.610 $7 ,482.000 $14.347 .000 $8.766.000 $9.385.000 $44.054.610 o Z ::l zu. ~ti o.W <l:f-' Czo ii1wO:: o::!:o. ;iw~ -Eif- O::o::ii: Wo.<l: ~::!:o ~::i~ CI<l:i= C!::O wo.::l u.<l:o:: OOf- ~~~ _wo 0>0 W-l ><l: U:ffi Z W CI ~IllOOOOO"""OC") cc,...,..cooaONOCC ~~aooooLOO..- "'r-:crioocicittitriuicD C;CONOCOCOOlll..-C\lCO '0 "l:t N ,....,.... ~,.... 1-. ~~ '" 0 0 M 0 ... 0 N ... ... ~ 0 '" '" o o I . 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CLiCLi O)~ ..... - o w w c: o Ui :; -a .0 ::l CIl "tl o o :: :!2 ~ CIl U Q) Q) o.,~ - 0 0.... 010- c: CIl ~~(I) XOW Q)..c:en 01 U) ::l S E...J C:Q)<l: -=-1- g~o U)WI- U) W en => 00 0.- ..nM (0(0 cici OJ OJ Ii') Ii') J,~ Ii') Ii') Ii') Ii') Ii') Ii') web '<t'<t '<t'<t City of Edgewater COMPREHENSIVE PLAN CAPITAL IMPROVEMENTS ELEMENT EFFECTIVE MARCH 2002 TBD CITY OF EDGEWATER COMPREHENSIVE PLAN CAPITAL IMPROVEMENTS ELEMENT CWJYfER IX C~\PITAL IMPROVEMENTS ELEMENT TABLE OF CONTENTS INTR 0 D U CTI ON ..................................................... ....... ....................................................... 1 A. CAPITAL IMPROVEMENTS INVENTORy.................................................................. 2 1. Needs Derived from Other Elements............................................................................ 2 2. Existing Financial Resources ........................................................................................5 B. FEDERAL AND STATE GRANTS AND LOANS ......................................................... 12 C. LOCAL POLICIES AND PRACTICES ........................................................................... 15 D. FINANCIAL ANALySIS........................ ... ........... .............................. .................. ....... ..... 20 E. GOALS, OBJECTIVES, AND POLICIES .......................................................................31 CONCURRENCY MANAGEMENT A. PUBLIC FACILITIES, CAPACITIES AND LEVEL-OF-SERVICE INVENTORY FOR CONCURRENCY MANAGEMENT .......................................................................1 1. T ransporta tion ............................................................................................................... 1 2. Sanitary Sewer................................................................................................................ 1 3. Potable Water ........... .............. ................... .................. ............................... ............... ..... 1 4. Solid Was te Disposal.... ......................... .............. ........................................ .................. 2 5. Stormwa ter Drainage..................................................................................................... 2 6. Recreation And Open Space ............... .......... ........ ............................ ............................. 2 B. CONCURRENCY ASSESSMENT ....................................................................................3 1. Sanitary Sewer, Solid Waste, Drainage, and Potable Water Facilities ...........................3 2. Parks and Recreation Facilities .....................................................................................4 3. Transportation Facilities ....... ........... ..... ................. ....................... ... .............. ...............4 IX-i CITY OF EDGEWATER COMPREHENSIVE PLAN CAPITAL IMPROVEMENTS ELEMENT C. GENERAL RULES FOR CONCURRENCY ASSESSMENT .........................................5 1. Existing Deficiencies.................................................................. ................................... 5 2. Approved Impacts............................................. ............................................................. 5 3. Phasing.................. .......................... ................. ...................... ....................................... 6 4. Time Specific Approval . .......................... ............................... ................ ....... ................ 6 5. Additional Information.................................................................................................. 6 6. Trans portation ............................................................................................................... 6 7. Sanitary Sewer ............. .............................. .............................................. ............. ..... ..... 6 8. Potable Water ...................... ........................ ................................ .............. ..................... 7 9. Solid Was te............................ ......................................................................................... 7 10. Stormwater Drainage ..... .............................. ............................................. ..... ........... ..... 7 11. Recreation........................... ........................................................................................... 7 D. GOALS, OBJECTIVES, AND POLICIES ......................................................................... 9 LIST OF TABLES Table I - Capital Improvements Schedule Table 2 - Volusia County School District Five Year Work Program Table 3 - Revenue Projections Affecting Capital Improvements Table 4 - Expenditure Projection for Scheduled Capital Improvements Table 5 - Debt Service Expenditure Projections Table 6 - Annual Operating Expenditures Table 7 - Fiscal Assessment No.1 Table 8 - Fiscal Assessment No.2 Table 9 - Five Year Schedule of Improvements Table CM-l-Level of Service Standards LIST OF FIGURES Figure I - Federal Grant Agencies and Program Titles LIST OF MfAPS Map IX I General Location of Capital Impro';ements IX-ii CITY OF EDGEW A TER COMPREHENSIVE PLAN CAPITAL IMPROVEMENTS ELEMENT CAPITAL IMPROVEMENTS ELEMENT INTRODUCTION The purpose of the Capital Improvements Element (CIE) is to evaluate the need for public facilities as identified in other Elements of this Plan. In addition, the Capital Improvements Element will present an analysis of the fiscal capability of the City to fund needed public facilities, recommend financial policies to guide the funding of those identified improvements, and to schedule the funding and construction of improvements in a manner necessary to ensure that capital improvements are provided when required. Needed capital improvements are those which are necessary to meet the adopted level of service standards identified in other elements of this Plan. The City of Edgewater public facilities which require identification and funding are: · Transportation - Roadways which are under the jurisdiction of the City, and those roadways which the City wishes to aid in funding improvements. · Sanitary Sewer Sub-Element - Sanitary sewer treatment and effluent disposal facilities necessary to serve the existing and future population of the City. In addition, recommendations for capital improvements and policies to ensure adequate sanitary sewer collection facilities. · Solid Waste-Sub Element - Solid waste disposal facilities to service the City's existing and future population, coordination with V olusia County to ensure those facilities are available when needed, and recommendations for adequate solid waste collection methods. · Drainage Sub-Element - Drainage systems necessary to meet recommended level of service standards for stormwater quality and conveyance and coordination with V olusia County for improvements to systems in basins which serve the City but are outside its jurisdiction. · Potable Water Sub - Element - Potable water treatment facilities necessary to service the existing and future population of the City. In addition, recommendations for capital improvements and policies to ensure adequate potable water delivery facilities. · Recreation/Open Space Element - Recreation facilities and land areas necessary to meet the recommended level of service standards. The capital improvements element will also present methods to ensure "concurrency" as defined and required in Chapter 9J-5.003 and 9J-5.016, Florida Administrative Code (F.A.C.). The Element will also present methods to monitor the "concurrency management system" as defined and required in Chapter 9J-5.003 and 9J-5.0055, F.A.C. IX-l CITY OF EDGEWATER COMPREHENSIVE PLAN CAPITAL IMPROVEMENTS ELEMENT A. CAPITAL IMPROVEMENTS INVENTORY 1. Needs Derived from Other Elements The analysis documented in the preceding comprehensive plan elements have identified facility improvements needed to meet the existing service deficiencies and those needed to meet the demands of future growth. The geographic service areas and locations were identified for major public education and public health system components. System components whose service areas include the City of Edgewater are identified in the list in Table 1. The public education system is operated by the Volusia County School Board, and the public health systems are operated by the V olusia County Health Department. The V olusia County School Board presently bases its needs assessments on the findings of the Educational JlkJn Plant Suroey, prepared every five years by the State Department of Education in accordance with Florida Statutes. The last survey was completed in latc 1999 April 2008. The results of this survey indicated a need for a new middle school k-8 school to be built in the City of Edgewater. The School Board, based on this report, has acquired a site for this facility along S.R. 442 in the southwestern section of the City, which is expectcd to begin de7clopment in approximately fi-.rc (5) years anticipated to open August 2014. Indian River Elementary School will be adding eleven (11) proposed classrooms to it's location. The remainder of the existing educational facilities were noted as being in excellent or good condition and were adequately served by roadways, sanitary sewer, solid waste, stormwater drainage, potable water and recreation facilities. The State Department of Children and Families (DCF) determines the need for new health care facilities with a formula based on occupancy rates, historic use by age group, and population projections by age group. Although Edgewater currently has no full-service hospitals, there is Bert Fish Medical Center located just outside the corporate City limits that serves the Edgewater area. Based on growth forecasts a hospital will not be needed before 2020. Halifax Hospice currently has under construction. a 12-bed patient care facility located at 4140 S. Ridgewood Avenue in Edgewater. Individual capital improvement needs identified in this element are, for the most part, those improvements, which cost $25,000 or more and are generally non-recurring purchase items. The capital improvements identified in the other elements of this Comprehensive Plan are listed with a brief description in Table 1 along with their estimated costs and projected year of expenditure. The improvements are listed by type of service, related to the various elements of the Comprehensive Plan. As required by Section 9J-5.016, F.A.C., the Capital Improvements Element addresses existing and future capital improvements needed for at least the first five fiscal years after the adoption of the Comprehensive Plan. Therefore, Table 1 lists improvements identified for the years 2001 2006 2009- 2013. Funding sources for these capital improvements are listed in Table 9. Table 2 identifies the Volusia County School District Five-Year Work Program which must be referenced within in City's CIE per the Public Schools Facility Element. IX-2 CITY OF EDGEWATER COMPREHENSIVE PLAN CAPITAL IMPROVEMENTS ELEMENT CENERAL: New City Hall $ Soo,9OO $ 2,900,900 $ 2,Soo,9OO Ceneml ToMI3 $ Soo,9OO $ 2,llOO,llOO $ 2,SOO,9OO PUBLIC s....t!<; I Yl (FiRlRe3eue) $ 238, 703 $ 2liO,837 $ 199,S10 All; l'.llllamtus at neVI statien $ 200,llOO $ 190,900 $ 390,900 ~... $ 32,100 $ 32,100 Replaee Mililary Brush Truck $ 81,113 $ 81,113 . . $ 29,70S $ 29,705 nuL" - , $ $ 238,703 $ 2li2,IOS $ 271,113 $ 2liO,837 $ 1,03li,058 DlV.INACEI Conduet City '}lide SloRII.....lIter Management System Analysis amI ImIlRlVement Study $ J 20,000 $ 120,000 Imlllemenlation of imllRl'lements in SlORIIWBter MBSler Plan $ 7S,OOO $ 7S,llOO $ 7S,ooO $ 7S,OGO $ 3GO,OOO Conduet imllRl'/ements te CarneFily System Choflnel C2 $ 180,000 $ I gO,Ooo $ 3liO,9OO ,,-' .-., _. $ S,OOO $ 5,llOO $ S,OOO $ S,9OO $ S,9OO $ 25,000 Maintain existing slRleltire in 18th St. Channel B1 $ S,OOO $ S,9OO $ S,OOO $ S,ooO $ S,GOO $ 2S,9OO ", .n.. _. $ S,GGG $ S,llOO $ S,GGO $ S,llOO $ S,OOO $ 2S,ooO - $ J35,GOO $ 90,llOO $ 90,900 $ 270,900 $ 270,OOG $ gSS,9OO SANITARY SEYlER, $ 2,GOO,Ooo $ 2,llOO,OOO \Vestem Service :\rea Colleetien & TfBnsmission System $ 77S,OOO $ 77S,llOO Conduet existing gFB'/il)' seHer s:I'fitem FepOiFS $ J 00,000 $ J 00,000 $ J oo,llOO $ 100,000 $ 100,000 $ SOO,GOO $ J 00,000 $ 2,87S,GGG $ 100,llOO $ 100,llOO $ J OG,GOO $ 3,27S,9OO POTABLE Wf.TERI New Wells $ 350,llOO $ 3S0,9OO SR 112 '.Voler System Ujlgmde $ 7SG,OOG $ 7SG,OOG SOlJlhem service area ground stofBge tank $ Soo,GOO $ Soo,llOO Patable Water Tatal $ 7SG,OOO $ $ 35G,GOO $ SOO,llOO $ $ l,lioo,llOO Pf.RKS& RECREATION. Construet BaseealllSoftballlioldsiHa'vlEs Park $ SIlO,IlOO $ Soo,GOO Construe! CORsoNation oreal Ha'.'Ats Park $ 2S,OOG $ 2S,llOO Cons!FUet .\mllllilhealer $ 1S,Goo $ 1 S,GOO Reno'/lIle and eonstFUet soeeer eomlllex $ 7S,GOG $ 7S,OOG $ 150,llOO Purellase laRd for Ilark $ 15G,OOO $ 150,OOG ~ $ 2SG,OOG $ 2S0,llOO Pllrehase land for nature Ilarl. $ 100,000 $ 10O,OOG $ J SO,llOO $ 3SG,OOO $ 200,GOO $ 200,llOO $ 37S,GOO $ 37S,GOO $ 7SG,GOO Additional boat fBmllS Memard May Pork $ I SO,900 $ I SO,llOO Parl15llRd Reerulian Tolal3 $ I,J2G,GOO $ 125,900 $ 22S,llOO $ 37S,ooG $ 72S,900 $ 2,870,llOO All Projeel3 Totals $ 2,105.000 $ J,(j28,703 S 1,027,105 S 1~19.HJ S 1)55,8J7 S 9,liJ(j,OSS TABLE 1 Ci~' of Edgewater Capital Improvement Sekedule Fiseal YeafS Eat:Jing 2002 2006 Souree: City ofBage ..,oler PlanRing Dh'isioA, 2GGJ IX-3 Table 1 City of Edgewater Capital Improvement Schedule Fiscal Years Ending 2009-2013 Project Fiscal Year TOlal 2008-2009 2009-2010 2010-2011 20ll-2012 2012-2013 FIRE DEPARTMENT Vehicle ReDlacement S206 000.00 S300 000.00 5350000.00 5200.000.00 Sl 056.000.00 12 Lead/ EKG Monitor S25.00n.00 525.000.00 Genisis Extrication Tool Sv<tem S30.000.00 S30 000.00 Self Contained Bre<lther Annarahls 5100.000.00 5100 000.00 Fire DeDt. Totals 5206.000.00 $300.000.00 5350.000.00 $30.000.00 5325.000.00 $1.211.000.00 POLICE DEPARTMENT: Vehicle Renlacement $103616.00 $112000.00 S84.000.00 S56 000.00 5112000.00 S467.616.00 Police Station Land Acouisition S80.000.00 S80.000.00 Radio System Renlacl'mpnt 5200 000.00 5200000.00 Police Dent. Totals $183,616.00 $312,000.00 $84,000.00 $56,000.00 $112,000.00 $747,616.00 ENVIRONMENTAL SERVICES: Vehicle Renlacement 5209750.00 $41 n.ooo.OO S770.0nO.00 5620 000.00 S750000.00 52759750.00 Wastewater SliD linim. S200.000.00 5200 000.00 Bar Screen WWfP 5120000.00 S120 000.00 'SE Service Area DesUm & Construction 5101 400.00 S2 000 000.00 52 101 400.00 Retrofit Lift Station1. 2 13 S70.000.00 S40.000.00 S7000n.00 S180000.00 (2) 25 HP Comnressor< WWfP 530.000.00 530.000.00 Western StoralTC Tank & Pumo Station 5130.000.00 S I.W 000.00 wwrp Rehah/Renlacement S3 000 000.00 53.000000.00 56.000.000.00 2.5 MGD Wastewater Treatment Plant 51.000.000.no 57.500.000.00 56.500.000.00 515.000.000.00 SE Service Area Reclaimed Imorovements 5350.000.00 55.000.000.00 55.350.000.00 ART wells 17 181920 51210931.00 51.210931.00 Aerator and stairway renlacement 5200000.00 5200 000.00 rlaricone Paintinl> 5100000.00 5100000.00 Rpn!acement of 2" Water Lines 540.000.00 540 000.00 Western Reclaimed Water Main Extension 5350 000.00 53 500 000.00 53 850000.00 Slinlininl> pxisitnl> nine<-Wtldwood Subdivision 525 000.00 53000n.00 S30 000.00 S210 000.00 5295.000.00 Eastern Shores Project 596 750.00 596.750.00 Environmental Services Totals $2.378.831.00 $6.305.000.00 $13.370.000.00 58.150.000.00 $7.460.000.00 537 .663.831.00 LEISURE SERVICES: Vehicle Renlacement 525.000.00 568 000.00 530 000.00 5148000.00 5271 000.00 Animal Shelter 5250000.00 5250000.00 Hawk< Park Amnitheatre 5183.175.00 5183.175.00 Kennedv Park Rpnnovations 5255 000.00 S290000.00 5545ono.00 DOl> Park 550.000.00 550000.00 Manl>o Lake Park 5500 000.00 5500000.00 Harner Liauid Coiled Dewees Slone Mower 525000.00 lli.QQQ Parks and Recreation Totals $688.175.00 $50.000.00 $68.000.00 $30.000.00 $988.000.00 $1.824.175 PUBLIC WORKS: Vehicle Reolacement 565 000.00 $65.000.00 Fleet Fuel Tank Renlacement 5125000.00 S 125.000.00 30th Street Sidewalk 5157716.00 5157716.00 Road Renavinl> 5335 272.00 5450 000.00 5475.000.00 5500000.00 5500000.00 52 260 272.00 Public Works Totals $617.988.00 $515.000.00 $475.000.00 $500.000.00 5500.000.00 $2.607.988.00 All Proiects Totals $4.074.610.00 $7 .482.000.00 $14.347 .000.00 58.766.000.00 $9.385.000.00 $44.054.610.00 Source: City of Edgewater Planning Division, 2008. Table 2 I 2009-2013 Volusia County School District Five-Year Work ProQram New Construction 2008-2009 2009-2010 2010-2011 2011-2012 2012-2013 *Euclid Ave. All Ed-Replacement 300,000 3,500,000 350,000 *Marks, GeorQe Elm-Replacement School 1,580,000 22,300,000 New Elm "A" Relieve Cypress Creek, Horizon, Chisolm 1,210,000 *New Elm "Z" Relieve GeorQe Marks, Woodward, Starke 19,040,000 1,890,000 New Elm "C" Relieve Pathways, Pine Trail 1,210,000 New Elm "D" Relieve Timbercrest, Vol usia Pines, Deltona lakes 22,000,000 2,400,000 New Elm "F" Relieve OranQe City, Manatee Cove, Debary 2,100,000 *New K-8 "FF" Relieve New Smyma Mid, Indian River, Edgewater 1,800,000 39,500,000 New Mid "HH" Relieve Heritage, Galaxy 1,800,000 *Ormond Beach Mid-Master Plan Phase II 24,870,000 2,000,000 Total New Construction 21,440,000 30,260,000 27,730,000 4,200,000 64,220,000 MaTor Pro"ects at Existing Schools and Facilities *Chisolm Elm- Additions/Remodeling 2,500,000 400,000 Deltona HS-Reroof Campus 2,880,000 Deltona lakes Elm- Chiller System Bid 8 & 9 922,000 Discovery Elm-HV AC 4,100,000 Enterprise Elm-Classroom Addition 7,000,000 500,000 Indian River Elm-Classroom Addition 3,238,000 180,000 New Smvma Bch Mid- Doors, Restrooms 610,000 Pine Ridae HS-HVAC Bldg 5 150,000 1,500,000 Pine Trail Elm- HV AC 5,200,000 Portables-lease 1,400,000 1,200,000 1,000,000 900,000 800,000 Portables- Move and Compliance 714,000 690,000 640,000 590,000 540,000 Sea breeze HS- Renovate Bldg 7 & Air System 1 st Floor 900,000 Southwestern Mid-Additions 500,000 5,000,000 500,000 Sunrise Elm-Classroom Addition 180,000 2,700,000 180,000 *Westside Elm-Additions 1,007,000 80,000 Various Schools-Minor Projects 1,200,000 1,300,000 1,400,000 1,500,000 1,600,000 Various Facilities-Facilities Review Projects 13,761,445 10,000,000 10,000,000 10,000,000 10,000,000 Total Major Projects at Existing Schools and Facilities 27,175,445 28,150,000 21,120,000 19,497,000 13,520,000 I I Facilities Manaaement Facilities Management-Various Projects 3,650,289 3,759,798 3,872,592 3,988,770 4,108,433 Technoloav I Network, EDP & Communications Equipment 9,692,350 12,000,000 12,000,000 12,000,000 12,000,000 System Wide Equipment and Vehicles Various Schools & Departments Furniture and Equipment 2,781,002 2,800,000 2,800,000 2,800,000 2,800,000 Total Equipment and Vehicles 2,781,002 2,800,000 2,800,000 2,800,000 2,800,000 Buses Transportation Dept- Bus Replacement 1,150,722 3,548,028 5,088,615 6,566,572 Transfers Transfers- Debt Service 51,637,254 53,408,170 53,411,985 53,410,211 56,280,590 Transfers-Eauipment leases & Property Insurance 3,262,350 662,350 662,350 662,350 662,350 Transfers-Maintenance 14,305,000 14,305,000 14,305,000 14,305,000 14,305,000 Totals 133,943,690 146,496,040 139,449,955 115,951,946 174,462,945 Source: Volusia County School District, Work Prooram Adopted 09/16/06 *=Proiects on aoproved Sales Tax list CITY OF EDGEWATER COMPREHENSIVE PLAN CAPIT ALIMPROVEMENTS ELEMENT Each capital improvement project is described briefly in Table 1. In addition, the reason for the project is identified and estimated total project cost is provided. For ease of review, the projects have been grouped by facility type. As indicated, capital improvement projects have been identified for general, public safety, sanitary sewer, potable water, drainage, parks and recreation, and transportation facilities. It sh.ould be noted that the projects ift Table 2 include capital improvements mentioned in the Infrastructure Elemcnt of thc City's CP which wcre not finalized at thc time this clement was completed (September, 1988). These projects include the paving and drainage improvements to be conducted ift the Florida Shores area, a wastewater Reuse Distribution System for effluent disposal, Florida Shores Water System Impro'y'ements for fire protection, and Western Water Treatment Plant/Wdlfidd Land Acquisition costs. It should be noted that the capital improvement projects contained in Table 1 are not inclusive of all the anticipated capital expenditures by the City during the planning period. Table 1 is limited only to those major components identified by the preceding elements of the City's Comprehensive Plan (CP) in order to analyze development impacts and trends at a level of detail which is both manageable and fairly accurate. The cost estimates for the capital improvements indicated in this element were developed using standard engineering practice regarding construction costs, in conjunction with information derived from actual construction costs of similar projects, certified bid documents on similar projects, and engineering cost estimates conducted on similar projects. 2. Existing Financial Resources The first step in planning capital improvements, as well as arranging the necessary financing through the budgeting process, is to inventory the major sources of funding available to the City. These major sources of funding are expected to contribute a total revenue sum of $ 8,553,327 $4.074.610 in fiscal year ~2009. The revenue sources listed below comprises a working inventory for which the City's ability to fund the needed capital improvements will be assessed. In addition, the current status of each revenue source currently used by the City is indicated. It is important to note that the list below includes all of the major financial resources available to the City and is not limited to the funds which will be used for the capital improvement projects identified in the 5-year Schedule of Improvements included in this element. These currently utilized financial resources comprise, in part, the revenue sources which will be used to fund the identified capital improvements projects. IX-5 CITY OF EDGEWATER COMPREHENSIVE PLAN CAPITAL IMPROVEMENTS ELEMENT 3. Local Revenue Sources a. Property Taxes (Ad Valorem) Property taxes are normally based on a millage rate (i.e. one mill equates to $1 per $1000 of assessed value, or .1 %) which is then applied to the taxable value of all real property, as well as all other tangible personal property. The revenue from ad valorem taxes may be used_to fund both operating costs and capital projects, unless prohibited by local policies. Provisions at the State level exist for raising the millage rate above the 10-mill cap set by local referendum for debt service or provision of municipal-type services within the City. CURRENT STATUS: As the major source of revenue for the City of Edgewater, ad valorem taxes normally account for approximately ~ 41 % of the City's annual budget for the General Fund. The City's current millage rate for the General Revenue Fund is set at approximately 5:95 5.90 mills. The expected tax yield for fiscal year ~ 2009 is $2,527,588 $5.554.095 from a tax base (adjusted taxable value) of $~ ~2,505,001 $980.595.906. A level of assessment of 96% is currendy used by the City. b. Public Utility or User Charges The revenue from these charges is generated primarily as a result of the rates charged to City residents of utilization of City-owned utilities such as water, sewer, drainage, and solid waste removal/ disposal. Revenue from these operations include user fees, miscellaneous customer service charges, and interest income. CURRENT STATUS: The expected public utility revenue for fiscal year ~ 2009 is estimated to be approximately $7,732,031 $12.728.185. c. Other taxes, fees, and charges This category of revenue source includes special assessments, various administrative fees, and other charges for using services or facilities owned and operated by the City. Some examples of these charges are public document sales, property appraisal fees, fines and forfeitures, permit and license fees, City fund interest income, City property sale income, rental income, and all private contributions (real estate, gifts, donations, etc) to the City. CURRENT STATUS: Approximately ~ 22% of the City's General Fund revenues are generated from these sources. In fiscal year 200+ 2009, the sum of $2,170,338 $3.039.733 is expected to be generated by these fund sources. IX-6 CITY OF EDGEWATER COMPREHENSIVE PLAN CAPITAL IMPROVEMENTS ELEMENT d. Franchise Fees The City cUffently charges a franchise fee (based on the applicable gross re7enues charged) ror utility selviees which arc provided by pn-/ate companies within the City. The utility service and franchise fee ror each respective type of service arc: (i) Electric Service 6%; (if) Telephone Service 1%; (ill) Solid Waste Collection Service 1%; (i-;) Natural Cas Service 6%; and (-;) Cable Tele-.'ision Service 3%. The City currently charges a franchise fee (based on the applicable gross revenues charged) for utility services. which are provided by private companies within the City. CURRENT STATUS: Approximately =1-:9 1% of the City's General Fund revenues are generated from this source. For fiscal year ~ 2009, it is anticipated that $673,100 $1.003.256 in revenue will be generated from this funding source. e. Public Service or Utility Tax A municipality may levy a tax on the purchase of electricity, metered or bottled gas, water, cable television, and telecommunication services. The tax may be levied upon only the purchases within the municipality and may not exceed ten (10) percent of the applicable payments received by the seller of the taxable item from the purchaser of the purchase of such service. CURRENT STATUS: The City currently charges a public service or utility tax on the previously mentioned applicable and available utility services, with the exception of cable television services. The City presently charges ten (10) percent of revenues for electricity, gas and water, and seven (7) percent of revenues for telecommunications. For fiscal year ~ 2009, the City anticipates receiving $1,397,000 $1.746.410 in public service or utility tax revenue, which amounts to approximately -t43 13% of the estimated General Fund revenue. f. Special Source of Revenue Additional funding mechanisms are sometimes required due to the availability of existing revenue sources and/or the project priorities assigned by the City Council. The options available to the City regarding alternate sources of revenue for funding capital improvement projects are listed below. 1) System Development of Impact fees. Fees which are charged in advance of new development to pay for infrastructure needs, but not operating costs, resulting directly from the new development. The fees must be equitably allocated to the specific group(s) which directly benefit from the capital improvements. In addition, the assessment levied must fairly reflect the true cost of the capital improvements. IX-7 CITY OF EDGEWATER COMPREHENSIVE PLAN CAPITAL IMPROVEMENTS ELEMENT CURRENT STATUS: The City currendy charges impact fees for water and wastewater services, and for parks. Approximately $482,000 $40.000 in impact fee revenues (including interest income on fund balances) are expected to be generated during fiscal year ~ 2009. g. Special Assessment Similar to impact fees, special assessments are charged to residents, agencies or areas who direcdy benefit from the provision of a new service or facility by the City. For example, the construction of a gravity sewer system for an existing neighborhood may be financed through a special assessment to the neighborhood's individual homeowners rather than through a revenue fund of the City. The requirement that all of the City's residents fund the new sewer system through a City revenue source is not considered equitable. CURRENT STATUS: The City currendy has two special assessments in the Florida Shores area, one for sewer, and one for paving. The sewer assessment was started in November 1992 and the paving assessment was started in November 1994. The long-term debt service associated with the special assessment bonds is summarized below: 2004- ~ 2003 2004- 2QGa 2009 General Stormwater SRF Water and Sewer Fund $911,370 $376,813 $1,811,138 $911,370 $376,813 $1,811,138 $911,370 $376,813 $1,811,138 $911,370 $376,813 $1,811,138 $911,370 $376,813 $1,811,138 $911,370 $376,813 $1,811,138 2009 2010 2011 2012 2013 $900.349 $900.349 $478.320 $387.835 $387.835 $164.641 $1.811.438 $1.811.438 $1.811.438 $1.811.438 $1.811.438 h. Borrowing Occasionally, many local governments are required to resort to borrowing funds to pay for capital improvements due to their extremely high cost. Usually, either long-term or short-term financing is used to provide these funds. The short-term financing option is normally handled by local banks and is used to raise the required revenue for periods of one to five years. The more customary method is to authorize long-term bond issues, which range in length from five to thirty years. Listed below are several types of bond issues available to the City. IX-8 CITY OF EDGEW A TER COMPREHENSIVE PLAN CAPITAL IMPROVEMENTS ELEMENT 1) General Obligation Bonds. These are bonds which are backed by the full faith and credit of the local government, and are required to be approved by a voter referendum. Since these bonds are secured by the taxing power of government, they generally offer lower interest rates than other bonds. The revenues collected from ad valorem taxes on real estate, as well as other sources of revenue are used to service the government's debt. General obligation bonds should be used to fund capital improvements which benefit the whole City rather than specific areas or groups of citizens. CURRENT STATUS: The City currendy has no outstanding general obligation bonds. However, the City has $500,000 in outstanding general obligation notes. 2) Revenue Bonds. The revenue obtained from the issuance of these bonds is normally used to finance publicly owned facilities such as water treatment and wastewater treatment facilities. The charges collected from the users of the facilities are used direcdy to retire the bond obligations. This basically allows the capital project to be self- supporting. It should be noted that the interest rates generally tend to be higher than those of general obligation bonds. Also, the issuance of the bonds may be approved by the City Council without a voter referendum. CURRENT STATUS: The City has issued several revenue bonds to fund the improvements to its water and wastewater facilities. The bond revenues are deposited into Enterprise Trust Fund accounts for each of the utilities, from which funds are specifically earmarked for a particular project. User charges are then used to service the debt. The total annual debt service on these bonds is as follows: ~- ~ 2009- ~2010- ~2011- ~ 2012- ~ 2013- Total $1,067,687 $1,066,813 $2.134.835 $1,068,262 $2.134.835 $1,068,328 $2.134.835 $1,068,060 $2.134.835 $1,068,060 $2.134.835 $6,407,210 $10.674.175 IX-9 CITY OF EDGEWATER COMPREHENSIVE PLAN CAPITAL IMPROVEMENTS ELEMENT 3) Industrial Revenue Bonds. This type of bond, though issued by a local government, is actually assumed by companies or industries which use these funds to construct facilities. The low interest rates associated with this type of bond (due to their tax exempt status) makes it particularly attractive to industry. The advantages to the local government is that the private sector is responsible for the retirement of the debt and that the new employment opportunities are created in the community. CURRENT STATUS: The City has not issued any Industrial Revenue Bonds. 4. State Sources The City of Edgewater also depends on annual disbursements from state government to supplement its revenue sources. The revenue sources discussed above represent those funds generated by City levies which may be collected and disbursed at the local level. The revenue sources discussed in this section represent those funds which are: (1) generated locally, but collected and later reimbursed to the City by the State; (2) adopted as a local option tax or license fee, collected and reimbursed by the State; or (3) shared by the State in the form of grants to the local government, but originate from State general revenues. The amounts available from these sources may vary widely from year to year depending on legislative actions. a. Revenue Sharing Trust Fund This component of revenue consists of 1.075 percent of sales and use tax collections, 12.5 percent of the state alternative fuel use decal fee collections, and the remainder from the one- cent municipal fuel tax. The sales and use tax collections were substituted for the cigarette tax revenues that previously were used for this fund by the Florida Legislature. The municipal fuel tax funds are restricted for transportation related expenditures. CURRENT STATUS: The City anticipates receiving $~25,000 $369.000 from this revenue source in the fiscal year ~ 2009. Of this revenue, 63.8% comes from the sales and use tax collections, .4 percent comes from the user decal fee collections, and the remainder (35.8%) is generated by the one-cent municipal fuel tax. This revenue source is anticipated to account for approximately +.-9 J% of the City's General Fund revenues in fiscal year ~ 2009. b. Other Shared Revenue This category of revenue sources includes several major financial resources which, like the Revenue Sharing Trust Fund, are shared between City, County, and State agencies. The following taxes and licensing fees generate a large portion of the total annual revenue for the City's General Fund. IX-tO CITY OF EDGEWATER COMPREHENSIVE PLAN CAPITAL IMPROVEMENTS ELEMENT 1) Sales Tax - The current sales tax in the State is 6%, and is levied on retail sales, and such things as commercial rentals, admission fees to entertainment facilities, and motor vehicle sales. 9.718% (cffccti-;e July 1, 2000) of The collection is returned to the Cities and Counties in accordance with specific formulae. The variables of the formulae, in the case of cities, include the population of the municipality, as well as the total and unincorporated population of the County. CURRENT STATUS: The City's portion of the State sales tax is expected to amount to approximately $850,000 $900.000 in fiscal year ~ 2009, which represents 9:-9 .2.% of the City's General Fund revenue budget for that year. c. Mobile Home Licenses Mobile Home licenses currently range from ~$31.60 to $8G $86.60, depending on what time length is established in the rate structure. Each City shares in the allocation of the revenues form this source based on the number of units located in the City. . The City in turn shares a portion of the revenue with the local school board. This has proven to be a relatively stable revenue source over time. CURRENT STATUS: The City's share of this revenue source estimated for fiscal year ~ 2009 amounts to approximately $23,000 which represents less than 1 % of the General Fund revenue budget. d. Local Option Taxes Currently, there are four (4) possible sources of revenue available to the City within this category. All of the funds are generated locally, but the funds are collected and disbursed by the Florida Department of Revenue. The City currently shares in only one (1) of these revenue sources. CURRENT STATUS: The City's share of this revenue source estimated for fiscal year ~ 2009 is approximately $~23,000 $77.000 which amounts to 4:-9 1% of the City's ~ 2009 General Fund revenues. e. Alcoholic Beverage License The Division of Alcoholic Beverages and Tobacco for the State of Florida administers the issuance of licenses associated with the sale and/or consumption of alcoholic beverages. The State collects in excess of $37 million annually from this fee. Of this amount, a portion is returned to counties and municipalities as a state shared revenue. IX-11 CITY OF EDGEWATER COMPREHENSIVE PLAN CAPITAL IMPROVEMENTS ELEMENT CURRENT STATUS: The City's share of this revenue source is anticipated to amount to approximately $9;{}00 $7,000 in fiscal year ~ 2009 which is less than 1 % of the City's General Fund revenues. f. Other Sources of Shared Revenues. The City also receives other shared revenues from both the County and other government agencies. These revenues include the Motor Fuel Tax Rebate, the Federal Excise Tax, and the County Occupational Licensc fccs Business Tax Receipt fees. CURRENT STATUS: The City's share of these revenues for the fiscal year ~ 2009 are anticipated to amount to: a. Motor Fuel Tax Rebate: b. County Occupational Liccnsc Fees: b. County Business Tax Receipt Fees: $9-;900 $5.000 $21,000 $15.000 The sum of these revenue sources amounts to less than 1 % of the City's fiscal year ~ 2009 General Fund revenues. B. FEDERAL AND STATE GRANTS AND LOANS The system by which federal general revenue sharing was formerly provided (U.S. State and Local Fiscal Assistance Act of 1972) has been substantially modified. The federal funds are now available through allocations to the state agencies which administer and monitor block grants or disbursed by federal agencies as block grants directly to state and local agencies, as well as other eligible organizations and individuals. The purpose of the block grants program is to allow recipients greater freedom in the actual funds, though the funds must still be used for projects in specific categories. Since these funds require the competitive applications be submitted in order to receive an allocation, the grant monies are usually non-recurring and cannot accurately be projected for annual budgeting purposes. A partial list of available federal grant sources is shown in Figure 1. Other grants and loans are administered at the state level, with state executive departments acting as "pass-through agencies" for federally funded projects. The Community Development Block Grant (CDBG) is an example of a federally funded grant project. The U.S. Department of Housing and Urban Development administers this program and allocates 70% of its CDBG funds to "entitlement communities", or IX-12 CITY OF EDGEWATER COMPREHENSIVE PLAN CAPITAL IMPROVEMENTS ELEMENT the larger urban areas. These communities must apply for grants for financing specific projects from a list of eligible activities outlined in Title I statutes. These projects include infrastructure improvements, housing projects, and commercial revitalization. The remaining 30% of the grant funds are allocated to state pass-through agencies such as the Department of Community Affairs (DCA) in the State of Florida. DCA administers these grants for the same types of projects mentioned previously, but restricts their availability to small cities and counties. In addition to block grants, there are several direct loan programs available at the federal level, but their applicability to capital projects is extremely limited. State loans however, are usually available to finance capital projects such as land acquisition for low-income housing. DCA administers loans and grants for these projects to eligible governments through its Bureau of Housing. CURRENT STATUS: The City has received a loan from the Florida Department of Environmental Regulation COER) under the State RCJ'OI-.ring Loan Program for funding wastewater infrastructure impro-y'ements. The City has rcceived $25,809,128 in low interest loans to fund wastewater treatment plant impro-;ements, collection facilities, and dechlorination facilities. i\dditionally, the City has received a grant from the FRD.AP in the amount of $150,000 for the Edgewater Park Ballfield Expansion as well as a grant from HUD in the amount of $277,000 f-or improvcments to upgrade the Southeast V olusia YMC}~ to a shelter. Finally, in conjunction with the 1988 Solid Wa3te Management }let (SWMA), V 0lu3ia County recci-.red a State grant for conducting and promoting a recycling program. The County allocated a portion of these funds to each participating municipality based on population. The City's portion of the Volusia County Recycling and Education Grant amounted to $6,905 f-or fiscal year 2001. The City has received a grant from the Florida Recreation Development Assistance Program (FRDAP) in the amount of $200.000 for the Kennedy Park improvements as well as a grant from Housing and Urban Development (HUD) in the amount of $87.461 for street repaving. IX-13 CITY OF EDGEW A TER COMPREHENSIVE PLAN CAPITAL IMPROVEMENTS ELEMENT FIGURE 1 FEDERAL GRANT AGENCIES AND PROGRAM TITLES AGENCY TITLE Department of Commerce Public Works and Development Facilities Support for Planning Organizations Public Works Impact Projects Public Telecommunications Facilities Construction and Planning Department of Children & Families Community Health Concerns Department of Housing and Urban Development Housing Development Grants Community Development Block Grant/Entitlement Community Development Block Grant/Small Cities Program Department of Interior Outdoor Recreation: Acquisition, Development, and Planning Urban Park and Recreation and Recovery Program Department of Transportation Urban Mass Transportation Capital Improvement Grants Urban Mass Transportation Technical Studies Grant Environmental Protection Agency State Revolving Loan Fund CD FR) Program Comprehensive Estuarine Management SOURCE: "Catalog of Federal Domestic Assistance", Government Printing office, Washington, D.C. IX-14 CITY OF EDGEWATER COMPREHENSIVE PLAN CAPITAL IMPROVEMENTS ELEMENT C. LOCAL POLICIES AND PRACTICES To guide the location and timing of land development, local policies and practices are used, particularly in support of the goals, objectives, and policies of the Future Land Use Element. Obviously, state agencies and water management districts which provide public facilities within the City's jurisdiction may influence these policies and practices. One such influence was found to be generated by the Florida Department of Transportation (FDO'!) S-year Transportation Plan. This influence stemmed from the fact that several roadways within the City's jurisdiction are part of the state highway system, and therefore are largely the financial responsibility of the FDOT. Plans for the improvement of some of these roadways may be included in the before mentioned S-year Transportation Plan. However, there are other such roadways not included in the plan. Either scenario affects the capacity of the roadways, which in turn affects the level and intensity of development, as well as the degree of financial commitment for which the City must plan. In the absence of improvement plans by FDOT, special provisions may be made when the City desires improvement of a state road to maintain local levels of service standards. These provisions may include the City expending funds for roadway improvements or providing FDOT with the funds, either of which may be collected through an impact fee. In this section, many of the local practices and policies used by the City are described in terms of their general concept and the circumstances surrounding their use. The policies and practices both used in the past and currently in use are identified. Policies and practices not in use which have the potential for being used by the City are discussed in a later section of the CIE. 1. Level of Service Standards. Level of Service (LOS) standards indicate the degree of service provided, or proposed to be provided by public facilities based on their operational characteristics. Basically, the LOS indicates the capacity per unit of demand for each public facility. Therefore, the LOS is a summary of the existing or desired public facility conditions. Chapter 163, F.S., and Chapter 9J-S, F.A.C., both require LOS standards to be included for all public facilities addressed by local governments in their CPo These LOS standards are to be established for the specific purpose of issuing permits or development orders to ensure that adequate capacity is available and will be maintained in public facilities for future development. LOS standards can effect both the timing and location of development by encouraging development of those areas which have public facilities with excess capacity. In addition, development is not allowed unless the needed facilities and services are available. This development and provision of services usually occur in a phased sequence over a period of time. IX-1S CITY OF EDGEWATER COMPREHENSIVE PLAN CAPITAL IMPROVEMENTS ELEMENT CURRENT STATUS: The City has adopted formal LOS standards with the completion of their CIP. Therefore, the LOS standards as outlined in the various elements of the CIP have been listed below. Sanitary Sewer: 95 gallofi3 pcr capita pcr day 204 gallons per equivalent residential unit per day Solid Waste: 2.75 pounds per capita per day Drainage: Level A - No significant street flooding Level B - No major residential yard flooding Level C - No significant structure flooding Level D - No limitation on flooding (Based on 25-year/24-hour storm event) Potable Water: 100 gal:lofi3 pcr capita pcr day 204 gallons per equivalent residential unit per day Collector Roadways: LOS D for peak hour volumes Arterial Roadways: LOS D for peak hour volumes Limited Access Road: LOS C Public Transit Facilities ry olusia County): In process of establishing LOS standards Recreation Standards for Facilities: Facility Parkland Baseball/Softball Basketball Court Tennis Court Handball/Racquetball Court Community Center Multi-Purpose/Soccer Shuffle Board Court Bocci Ball Court Volley Ball Court Boat Ramps Bike/Pedestrian Trail Fitness Trails Activities Center Gymnasium Unit of Measure 5 acres/1 ,000 persons 1 field/ 4 ,000 persons 1 court/5,000 persons 1 court/3,500 persons 1 court/4,000 persons 1 facility / 30,000 persons 1 field/4,000 persons 1 court/1 ,500 persons 1 court/1 0,000 persons 1 court/5,000 persons 1 ramp/4,700 persons 1 mile/4,000 persons 1/14,000 persons 1/15,000 persons N/A IX-16 CITY OF EDGEWA TER COMPREHENSIVE PLAN CAPITAL IMPROVEMENTS ELEMENT 2. Capital Improvements Program (CIP) A capital improvements program is a plan for capital expenditures to be incurred each year over a fixed period of years to meet anticipated facility improvements and needs. The CIP identifies each capital project or other capital expenditures anticipated by the City, as well as presenting estimates of the resources needed to finance the project. The CIP is designed to be consistent with the CIE of the local CP because it reflects the goals, objectives, and policies of the element and its implementation strategy, including the 5-year Schedule of Improvements. In addition, the CIP is not restricted to only those public facilities addressed in the CP, as is the ClE. The fust year of a CIP becomes the annual capital budget with longer range capital expenditures identified for the 5-year program. The capital budget encompasses enacting appropriations for those capital projects delineated for the first year of the CIP. The CIP, similar to CIE, is reviewed on an annual basis. CURRENT STATUS: The City is currently preparing a CIP with 5-year increments, within which are contained annual capital budgets. 3. Impact Fees Impact fees are imposed by many local governments on new developments to offset the costs of new public facilities necessitated by the development. Local government may use this strategy as one method of implementing the CIE. Chapter 163, F.S. includes impact fees as an innovative technique that may be integrated into the land development regulations. Impact fee development is a logical outgrowth of the CIE preparation. A rational basis for developing an impact fee ordinance comes from the assessment of the local government's capital improvement needs and its capability to provide for those needs which is required by Chapter 9)-5, F.A.C. Infill development location and timing may be affected and controlled through the use of impact fees. This is because infill development usually occurs in those areas having capital facilities with excess capacity. If the local government chooses not to recover the costs of capital facilities in underutilized service areas, infill development may be encouraged by the absence of impact fees on developments propos~d within those areas. CURRENT STATUS: The City currently has impact fee ordinances fDr providing water, wastewater and recreation services. Additionally, as of April 1, 2001 the City will require impact f-ces for Fire afld Rescue services. The City currently has impact fee ordinances resolutions for providing water. wastewater, recreation. Fire and Police services. IX-17 CITY OF EDGEWATER COMPREHENSIVE PLAN CAPITAL IMPROVEMENTS ELEMENT 4. ~ Utility Service Areas The delineation of ttfflaft utility service areas within a comprehensive plan or CIP may be used to describe areas where local governments intend to provide public facilities and services. When used in conjunction with a CIE and CIP, t:t:fflaft utility service areas can be used as a tool to coordinate the timing of public facilities and service provision within areas planned for development. Additionally, the following benefits may be the result of using ttfflaft utility service areas: a) Encourage efficient and orderly growth patterns; b) Preserve agricultural and environmentally sensitive areas; and c) Support control on facility extensions CURRENT STATUS: ~ Utility service areas have been included in the Utilities Element of the City's CP, but only for water and wastewater facilities and services. 5. User Charges and Connection Fees User charges are designed to recover the costs of public facilities or services form those who benefit from them. Many areas of local government employ the use of user charges. Monthly sewer charges paying for the operation and maintenance of wastewater facilities as well as retiring debt service on revenue bonds is a good example of user charge usage. This technique may also be applied to transportation, potable water, solid waste, recreation, and parking facilities and services. These charges may be designed to vary, depending on the quantity and location of the services rendered, in order to affect the pace and pattern of development. In other words, the greater the distance from the service area, the higher the user charge. CURRENT STATUS: User charges and connection fees are currently used for wastewater, potable water, solid waste, and recreation facility maintenance. 6. Concurrency Management System. This controls the timing and location of development by conditioning new development approvals on evidence that sufficient facilities and services are present or will be provided in order to maintain adopted LOS standards. In effect, this implements the 1985 Legislative mandate (Chapter 163, F.S.) that requires public facilities to be available to support the impacts of new development. Therefore, development approval becomes contingent on the ability of IX-18 CITY OF EDGEW A TER COMPREHENSIVE PLAN CAPITAL IMPROVEMENTS ELEMENT local governments to provide facilities and services, and furthermore, may require the development itself to furnish the facilities and services in order to maintain the adopted LOS standards. Additional benefits associated with a Concurrency Management System are as follows: a) Supports the consistency of the CIE with the Future Land Use Element; b) Provides for the orderly expansion of public facilities; c) Stabilizes capital improvement expenditures and taxing structures for capital improvements; and d) Reduces the possibility of damage to the environment from the use of overburdened facilities. Typically, the Concurrency Management System interacts with the development approval process by requiring that all zoning, subdivision, or planned unit development (PUD) approval be granted only upon demonstrated compliance with the system. The building permit stage is another level at which a Concurrency Management System may function. In this context, the Concurrency Management System may control development in areas that are already approved, but not as yet built on, such as pre-platted lands. CURRENT STATUS: The City has developed a Concurrency Management System as part of this element. 7. Mandatory Dedication or Fees in Lieu Of. The City may require, as a condition to plat approval, that subdivision developers dedicate a portion of the land within the development to be used for public purposes such as roads, parks, and schools. Dedication may be made to the governing body, or to a private group such as a homeowners association. When a subdivision is of such small scale or topographic conditions that a land dedication cannot reasonably be required, the City may require that the subdivider pay a fee in lieu of dedication which is equivalent to the amount of land that otherwise would have been dedicated by the developer. The fee may be deposited into a separate account for use in the future towards the provision of such facilities. As a result of the public facility provision, the adjacent area benefiting from the initiative would likely become more attractive to development. Therefore, the acquired service potential may be used to encourage growth in desired areas. IX-19 CITY OF EDGEW A TER COMPREHENSIVE PLAN CAPITAL IMPROVEMENTS ELEMENT CURRENT STATUS: The City currently requires mandatory dedications ofland or fees in lieu of. 8. Moratoria. A moratorium, or stop-gap ordinance, is used to temporarily halt or freeze development in an area for a specified period of time on an emergency basis. The ordinance may be imposed on building permits, development approvals, or governmental services such as potable water connections or wastewater system extensions and! or connections. The moratorium normally is imposed for a "reasonable time" to allow the necessary planning activities to take place pending comprehensive plan preparation, adoption, or amendment. The State of Florida legal system has found development moratoria to be a valid measure of last resort in the protection of local public health, safety, and welfare when adopted in accordance with applicable procedures. Some other considerations in adopting a moratorium include: a) Determining legal status of existing permit applications and approvals to determine the extent of "vested rights" for those developments approved prior to ordinance adoption; b) Specifying the geographic extent of the moratorium (whether it will be City wide, or limited to specific hazard areas with existing service insufficiencies); and c) Specifying the time frame and conditions under which the moratoriumwill be imposed. CURRENT STATUS: The City is not currently imposing any moratoria. D. FINANCIAL ANALYSIS FISCAL ASSESSMENT In this section, an examination is made of the City's ability to fund the capital improvements listed in Table 1. The purpose of the examination is to determine whether sufficient revenue will be available using the existing budgeting framework utilized by the City to fund the required improvements at the time when they are needed. The assessment process estimates future revenue receipts which the City will use to fund capital improvements, then balances these revenues against the anticipated capital improvement IX-20 CITY OF EDGEWATER COMPREHENSIVE PLAN CAPITAL IMPROVEMENTS ELEMENT expenditures. Using this process, it becomes possible to quantify annual revenue surpluses and shortfalls, thereby providing a basis for examining opportunities for financing the required capital improvements. The examination of these opportunities is included in the next portion of this section, entided "Summary and Recommendations". In addition to the direct cost for capital improvements, this section will review the fiscal impacts of the capital improvements identified in the other CP elements upon the actual operation of the City departments responsible for facility management. This will include costs for additional personnel and routing operation/ maintenance activities. It should be noted that this assessment includes only those items planned for in other CP elements. Accounting System The accounting system employed by the City records financial transactions in individual accounts called "funds". Records for each fund provide a complete accounting of fund assets, liabilities, reserves, equities, revenues, and expenditures. The following is a brief description of the funds which the City has established for capital improvement financing. GENERAL FUND: The General Fund is the basic operating fund of the City. It accounts for all revenues and expenditures used to finance the traditional services associated with a municipal government which are not accounted for in other funds. These services include police and fire protection, civil defense, emergency rescue services, street services, parks and recreation, building safety, general administration and any other activity for which a specific special fund has not been created. ENTERPRISE FUND: Enterprise Funds are established to account for the financing of self- supporting municipal activities which render services on a user charge basis to the general public. In the City, the water and sewer utility, refuse collection and stormwater operations are operated as enterprise activities. The significant characteristic of an Enterprise Fund is that the accounting system makes it possible to determine whether the activity is operated at a profit or loss. All reports of Enterprise Funds are self-contained. In this way, creditors, legislators, and the general public can evaluate the performance of the municipal enterprise on the same basis as investor-owned enterprise in the same industry. IX-21 CITY OF EDGEWATER COMPREHENSIVE PLAN CAPITAL IMPROVEMENTS ELEMENT Projected Revenues The City's tax base was projected to increase decrease for 2009, assuming a ~ 3.00% rate of growth for the adjusted taxable value of property (including new construction), as indicated below. The City's assessment ratio is projected to remain stable at 96%. Tax Base 20M 2009 2002 2010 2003 2011 2004 2012 2005 2013 200i Adjusted taxable income $ 4<12,505,001 $ 459,0911,939 $ 476,315,149 $ 494,176,967 $ 512,700,603 $ 531,935,176 $980.595,906 $1,010.013,783 $1.040.314.197 $1.071,523.623 $1.103.669.331 SOURCE: City of Edgewater Finance Dept. Ad valorem tax yields were projected assuming the fiscal year ~ 2009 rate of millage and the average annual increase (~ 3.00%) in adjusted taxable value over the past next five years. It should be noted that the five-year average rate for millage amounts to a rate of 6:2+7 5.900 per $1,000 of taxable property value. , which is higher than the current budgeted rate of 5.95 fDr fiscal year ~ Tax Base 200t 2002 200a 2212 ~2Qll ;!004 W2 200S 2W i!OO6 Ad Valorem Tax Yield $2,527,589 $5.554.095 $2,622,a73 $5.720.718 $2,729,712 $~ $2,822,739 $6.069.110 $2,928,592 $6.251.183 $3,938,1H SOURCE: City of Edgewater Finance Dept. Assume a collection of 96% of the total ad valorem tax billings. Table 3 indicates the revenues expected to be available to the City to finance the expenditures and capital improvements for the years 2001 2006 2009-2013. Revenue projections are based on past trends and anticipated changes in funding sources. These amounts are represented in ~ 2009 dollars. IX-22 CITY OF EDGEW A TER COMPREHENSIVE PLAN CAPITAL IMPROVEMENTS ELEMENT TABLE 3 REVENUE PROJECTIONS AFFECTING CAPITAL IMPROVEMENTS 2Ot>>- 2009 2002 2010 ~ 2011 2004 2012 2006 2013 2006 FUND General Fund Ad Valorem $ 2,527,589 $ 2,622,373 $ 2,720,712 $ 2,822,739 $ 3,038,414 $ 3,038,414 $ 5,554,095 $ 5,720,718 $ 5,892,340 $ 6,069,110 $ 6,251,183 Franchise Fees $ 6n, 4 00 $ 685,185 $ 697,175 $ 709,376 $ 134,421 $ 734,421 $ 1,003,256 $ 1,033,354 $ 1,064,354 $ 1,096,285 $ 1,129,173 State Shared Revenues $ 1,785,000 $ 1,963,500 $ 2,159,850 $ 2,375,835 $ 2,!l74,760 $ 2,!l74, 760 $ 1,396,000 $ 1,437,880 $ 1,481,016 $ 1,525,447 $ 1,571,210 Utility Tax $ 1,397,000 $ 1,57!l,610 $ 1,783,829 $ 2,015, 727 $ 2,513,882 $ 2,573,882 $ 1,746,410 $ 1,798,802 $ 1,852,766 $ 1,908,349 $ 19,695,600 Other $ 2,170,33!l $ 2,387,926 $ 2,615,034 $ 2,!l51 ,052 $ 3,346, 166 $ 3,346,166 $ 3,847,786 $ 3,963,220 $ 4,082,116 $ 4,204,580 $ 4,330,717 Subtotal: $ 8,553,327 $ 9,237,591 $ 9,976,600 $ 10,771,729 $ 12,567,613 $ 12,567,6<13 $13.547.547 $13.953.974 $14.372.593 $14.803.771 $15.247.884 Enterprise Funds: Wastewater $ 2,133,500 $ 2,210,175 $ 2,352,181 $ 2,169,793 $ 2,593,283 $ 2,722,947 $ 3,800,000 $ 3,914,000 $ 4,031,420 $ 4,152,363 $ 4,276,933 "NIfV Spec. Assess $ 1,850,000 $ 1,!l50,OOO $ 1,850,000 $ 1,850,000 $ 1,!l50,OOO $ 1,!l50,OOO Reclaimed $ 413,170 $ 425,565 $ 438,332 $ 451,482 $ 465,026 Solid Waste $ 1,2!l1,531 $ 1,307,162 $ 1,333,305 $ 1,359,971 $ 1,3!l7,170 $ 1,111,911 Refuse $ 2,979,046 $ 3,068,417 $ 3,160,470 $ 3,255,284 $ 3,352,943 Water $ 2,929,000 $ 3,101,710 $ 3,291,021 $ 3,188,1!l6 $ 3,697, 795 $ 3,919,663 $ 3,800,000 $ 3,914,000 $ 4,031,420 $ 4,152,363 $ 4,276,933 Stormwater $ !l78,!l35 $ 913,9B8 $ 950,51B $ 9BB,570 $ 1,028,113 $ 1,069,237 $ 1,064,101 $ 1,096,024 $ 1,128,905 $ 1,162,772 $ 1,197,655 Net Bond Proceeds $ 2,000,000 $ 8,070,000 $ 7,500,000 $ 6,500,000 Reclaimed Water loan $ 1,000,000 beaR Subtotal $12.056.317 $12.418.007 $20.860.547 $20.674.263 $20.069.491 Total Revenues $ 29,179,520 $ 27,891,251 $ 29,130,262 $ 31, 706,277 $ 33,829, 775 $ 361,112,047 $25.603.864 $26.371.980 $35.233.140 $35.478.034 $35.317,375 The Enterprise Fund projected revenues for each account include anticipated income from user charges, connection fees, impact fees, assessment receipts, and customer service charges. The revenue projections for wastewater and water user charges and connection fees are based on current individual fee amounts (average monthly charge and connection fees) and projected total service connections. Solid waste user charge revenue projections are based on current average monthly charges also. IX-23 CITY OF EDGEWA TER COMPREHENSIVE PLAN CAPITAL IMPROVEMENTS ELEMENT The amount shown for net bond proceeds represents the use of bond proceeds which are anticipated to be issued for major capital projects. The amounts shown reflect the year when the proceeds are estimated to be encumbered for the project and not he use of the proceeds deposited in the construction fund for financing the project. Projected Expenditures The projected expenditures have been separated into three categories for the purpose of this assessment: (i) scheduled capital improvement project expenditures; (ii) capital improvement debt service expenditures; and (ill) operating cost expenditures. The first category of expenditure represents the direct cost of those capital improvements expected to be incurred annually, those identified by the other CP elements, and those identified by the City's Capital Improvements Program (in addition to the CIP projects already identified by the other CP elements). Table 4 lists these projected expenditures by Fund for 2001 2006 2009-2013. TABLE 4 EXPENDITURE PROJECTIONS FOR SCHEDULED CAPITAL IMPROVEMENTS FUND General Fund Annual Capital Expenditures CIE Projects Enterprise Funds Annual Capital Expenses Wastewater -Watef Water/Sewer Refuse Stormwater Total Expenses CIE Projects 'Nae:tewater -Watef Storm water 20M 2009 2002 2010 2003 2011 2004 2012 2005 2013 2006 $ 350,000 $ 3EiO,000 $ 350,000 $ 350,000 $ 350,000 $ 350,000 $ 1,695,779 $ 1,177,000 $ 977 ,000 $ 616,000 $ 1,925,000 $ 663,703 $ 987,105 $ 1,649,413 $ 2,985,1il37 $ 977 ,000 $ 75,000 $ 75,000 $ 75,000 $ 7Ei,000 $ 75,000 $ 7Ei,OOO $ 30,000 $ 30,000 $ 30,000 $ 30,000 $ 30,000 $ 30,000 $ 2,072,081 $ 5,928,000 $ 12,960,000 $ 8,045,000 $ 7,010,000 $ 100,000 $ 100,000 $ 100,000 $ 100,000 $ 100,000 $ 100,000 $ 210,000 $ 352,000 $ 380,000 $ 75,000 $ 240,000 $ 20,000 $ 20,000 $ 20,000 $ 20,000 $ 20,000 $ 20,000 $ 96,750 $ 25,000 $ 30,000 $ 30,000 $ 210,000 $ 4,074,610 $ 7,482,000 $ 14,347,000 $ 8,766,000 $ 9,385,000 $ 100,000 $ 2,1il7Ei,OOO $ 100,000 $ 100,000 $ 100,000 $ 750,000 $ 350,000 $ EiOO,OOO $ 135,000 $ 90,000 $ 90,000 $ 270,000 $ 270,000 $ 575,000 $ 1il10,000 $ 4,953, 703 $ 2, 102,105 $ 3,094,413 $ 3,930,837 IX-24 CITY OF EDGEWATER COMPREHENSIVE PLAN CAPITAL IMPROVEMENTS ELEMENT The second category includes the projected expenditures required to meet debt service requirements for outstanding bond issues, as well as planned future bond issues included in the revenue projects in Table 4. The future debt issues are anticipated by the City to provide monies to fund the reclaimed water improvements as well as various general improvements. In addition to long-term indebtedness, the City utilizes short-term borrowing for minor capital expenditures. Table 5 lists the projected debt service expenditures by Fund. TABLE 5 DEBT SERVICE EXPEDNITURE PROJECTIONS 20M 2009 2002 2010 2003 2011 2004 2012 200S 2013 200G FUND General Fund Special Assess. $ 911,370 $ 911,370 $ 911,370 $ 911,370 $ 911,370 $ 911,370 $ 900,349 $ 900,349 $ 478,320 Enterprise Funds Wastewater State SRF Loan $ 1,811,438 $ 1,811,438 $ 1,811,438 $ 1,811,438 $ 1,811,438 $ 1,811,438 $ 1,811,438 $ 1,811,438 $ 1,811,438 $ 1,811,438 $ 1,811,438 Water Other Outstanding Debt $ 1,067,687 $ 1,066,813 $ 1,068,262 $ 1,068,328 $ 1,068,060 $ 1,068,060 $ 1,367,687 $ 1,366,813 $ 1,368,262 $ 1,368,262 $ 1,368,262 Stormwater Other Outstanding Debt $ 379,530 $ 377,530 $ 375,530 $ 373,530 $ 371,530 $ 369,530 $ 387,835 $ 387,835 $ 164,641 The debt service to fund the enterprise component of the CIP program consists entirely of revenue bonds and special assessment bonds. Based on the opinion of the City's Council, this debt does not come under the current charter provisions of the City. With respect to the general debt associated with the General Fund, the current charter requires that the City not incur additional debt of more than .75% of the net taxable ad valorem property value during any forward moving five (5) year period unless such debt was approved by a referendum of eligible voters in a general election. Based on the current Charter provisions, the estimated debt service capacity assuming assessed valuation rates is as follows: Value for ~ 2009 Charter Limitation at .75% $~ ~2,505,001 $980.595.906 $ 3,318,788 $7.354.469 IX-25 CITY OF EDGEW A TER COMPREHENSIVE PLAN CAPITAL IMPROVEMENTS ELEMENT The final category of expenditures contains the annual operating costs for providing the necessary facility improvements and services to the City's customers. These operating costs consist of the recurring expenses associated with the normal operation of capital facilities such as supplies, maintenance, personnel, and utility costs associated with the assessed capital improvement needs. The operating costs have been assigned to the first year in which they are expected to be incurred based on the" schedule of improvement contained in Table 4. Table 6 presents the annual operating expenditure of the City for years 2001 2006 2009-2013. Table 6 ANNUAL OPERATING EXPENDITURES Millions of Dollars 20M 2009 2002 2010 2003 2011 2004 2012 2005 2013 2006 FUND General Fund $ a,51€l,e15 $ 8,97J,916 $ 9,122,643 $ 9,893,775 $ 10,388, 4134 $ 10,907,a87 $ 12,647,198 $ 13,026,614 $ 13,417,412 $ 13,819,935 $ 14,234,533 Enterprise Fund W ater/W astewater $ 3,028,572 $ 3,210,286 $ 3,402,903 $ 3,1307,078 $ 3,823,502 $ 4,052,913 $ 6,662,689 $ 6,862,570 $ 7,068,447 $ 7,280,500 $ 7,498,915 Refuse $ 1,157,521 $ 1, 192,247 $ 1,228,014 $ 1,264,854 $ 1,302,800 $ 1,341,881 $ 2,979,046 $ 3,068,417 $ 3,160,470 $ 3,255,284 $ 3,352,943 Stormwater $ 122,305 $ 4134,536 $ 510,989 $ 562,088 $ 618,297 $ 680, 126 $1.064.101 $1,096.024 $1.128.905 $1,162,772 $1,197.655 In order to assess the City's capability to fund the necessary capital improvement expenditures, a determination of revenue sufficiency must be made. This capability is shown by finding the difference between the projected annual revenues and expenditures for each fund the City uses to finance the capital improvements. The assessment results are shown in Table 7. IX-26 CITY OF EDGEWATER COMPREHENSIVE PLAN CAP IT AL IMPROVEMENTS ELEMENT TABLE 7 FISCAL ASSESSMENT NO.1 FUND 20M 2009 2003 2010 2003 2011 2004 2012 2006 2013 2006 GENERAL FUND REVENUES $ 9,553,527 $ 237,593 $ 9,976,601 $ 10,774,729 $ 11,636, 707 $ 12,567,644 $ 13,447,547 $ 13,850,973 $ 14,266,503 $ 14,694,498 $ 15,135,333 EXPENDITURES $ 9,1107,9115 $ 10,245,316 $ 11,357,716 $ 12, 152,250 $ 13,309,247 $ 15,155,094 $ 13,447,547 $ 13,850,973 $ 14,266,503 $ 14,694,498 $ 15,135,333 BALANCE $ (254,4511) $ (1,007,723) $ (1,3111,115) $ (1,377,521) $ (1,672,540) $ (2,5117,450) ENTERPRISE FUND WATERlWASTEWATER REVENUES $ 11,912,500 $ 7,194,915 $ 7,493,208 $ 7,11011,279 $ 11,141,078 $ 8, 492,610 $ 9,841,814 $ 10,137,068 $ 10,441,180 $ 10,754,416 $ 11,077,048 EXPENSES $ 11,012,697 $ 313,537 $ 1,012,603 $ 7,061,844 $ 7,428,000 $ 7,137,411 $ 9,841,814 $ 10,137,068 $ 10,441,180 $ 10,754,416 $ 11,077,048 BALANCE $ (2,100,197) $ 1181,378 $ (2,519,395) $ 746,435 $ 713,078 $ 1,355,199 REFUSE REVENUES $ 1,2111,531 $ 1,307,162 $ 133,305 $ 1,359,971 $ 1,387,170 $ 1,414,914 $ 2,979,046 $ 3,068,417 $ 3,160,470 $ 3,255,284 $ 3,352,943 EXPENSES $ 1,257,521 $ 1,292,247 $ 1,328,014 $ 1,364,1154 $ 1,402,1100 $ 1,441,11114 $ 2,979,046 $ 3,068,417 $ 3,160,470 $ 3,255,284 $ 3,352,943 BALANCE $ 24,010 $ 14,915 $ 5,291 $ (4,11113) $ (15,630) $ (26,970) STORMWATER REVENUES $ 878,835 $ 913,988 $ 950,548 $ 9118,570 $ 1,028,113 $ 1,069,237 $ 1,444,601 $ 1,067,601 $ 1,099,629 $ 11,132,618 $ 1,166,596 EXPENSES $ 821,835 $ 997,066 $ 996,519 $ 1,045,618 $ 1,279,827 $ 1,339,656 $ 1,444,601 $ 1,487,939 $ 1,332,577 $ 1,182,577 $ 1,197,457 BALANCE $ 57,000 $ (113,078) $ (45,971) $ (57,048) $ (251,714 ) $ (270, 419) ($420,338) ($232.948) ($49.959) ($30.860) Included in Table 7 are the projected revenues (as previously listed in Table 3) and expenditures (consisting of the sum of the cost and expenditures shown in Tables 4, 5, and 6). Improvement costs for transportation and recreation have been included in the General Fund, improvement costs for wastewater, water, and solid waste are included in the Enterprise Fund, and stormwater improvement costs have been included in the Stormwater Fund. The balance of each fund indicates the difference between the projected revenues and expenditures. Revenue shortfalls for a given year are indicated by a negative balance. The City uses revenues from both the General and Enterprise Funds to meet annual operating expenses. The General Fund is primarily used for transportation and recreation/ park operating services, while the Enterprise Fund is used for the operating costs associated with the Public Works and Utilities Departments. Also included in the General Fund are CIP projects associated with paving and drainage activities, and expenditure of the Public Works Department. IX-27 CITY OF EDGEW A TER COMPREHENSIVE PLAN CAPITAL IMPROVEMENTS ELEMENT Supplemental funding is provided by the fees collected by the various departments from the persons direcdy receiving the service. The City-wide millage rate and the Enterprise Fund user charges are reviewed periodically by the City as part of its budgeting process. Adjustments are made in order to ensure that sufficient funds are available to meet expected expenses, including a reserve for contingency funds. In anticipation of future increases in operating costs, the City may desire to adjust the millage rate and/or user charges upward by small increments over a period of several years. This will initially provide additional operating reserves, which can later be used to offset operating expense increases as they occur and allow the City to moderate annual charges in the millage rates and user charges. For example, a one-half mill ($0.0005) increase in the ad valorem tax millage rate will generate approximately $212,402 $114.406 for the anticipated ~ 2009 adjusted taxable value of $442,505,001 $980.595.906. In addition, the following increases in ad valorem tax revenues could result for 2001 2006 2009-2013: Tax Base 20M 2009 2002 2010 2003 2011 2004 2012 2005 2013 2006 Result of one-half mill increase $ 2,739,991 $ 2,842,741 $ 2,919,313 $ J,059,944 $ 3,174,692 $ J,293,743 $5.834.546 $6.009.582 $6.189.869 $6.375.566 $6.566.833 SUMMARY AND RECOMMENDATIONS Within this section, the projected revenue shortfalls as indicated in Table 7 are identified. Various methods of overcoming these revenue shortfalls are examined herein, and recommendations developed as to the most appropriate methods of balancing the revenue and expenditure streams for the City's funds. These balanced revenue/expenditure streams are shown in Table 7 and indicate the achiev~ment of an economically feasible comprehensive plan. General Fund: As shown in Table 7, the General Fund is projected to have rcvcnue shortfalls a balanced budget during 2001 2006 2009-2013. This i3 largely due to the capital improvement projects that arc planned during the next five ycars. In order to balance the projected revenuc and cxpenditure streams within the General Fund, the f'Ollowing changcs in funding strategies will be implemented: 1. Increase the ad "valorem tax assessment only if necessary to fund indi"lidual years; 2. Use appropriated rcserve trust for lands, parks and open space to fund capital impro>v'ements, as well as other fund balances reservcd f'Or capital impro>v'cments, extensions and inventories; IX-28 CITY OF EDGEWATER COMPREHENSIVE PLAN CAPITAL IMPROVEMENTS ELEMENT 3. Implement a tillflsportation impact fee (in addition to the eurrent County fee) and a police/fire impact fee in fiscal year 2001; 4. }~pply fur vll:f:ious grants from statc agencies to assist with nrious projects; and 5. Carry forward or use unreserved fund balanccs as rc;cnues. Enterprise Fund: Similar to thc Ceneral Fund, the Enterprise Fund is showing re-venue shortfalls for the years 2001 2006. These revenue shortfalls arc primarily due to the improvements to and expansion of the City's wastewater tfeatment and disposal facilitics, reclaimed facilities and water plant improvements. The Enterprise Fund is showing revenue shortfalls for the years 2010-2013. These revenue shortfalls are primarily due to the improvements to and expansion of the City's stormwater system. The balancing of the projected revenue and expenditure streams within the Enterprise Fund recommended will be accomplished by the following funding strategy changes: WASTEWATER: STORMWATER: 1. Initiate a wastewater service rate, connection charge, and impact fee increase in 2001; and 1. Apply for various grants from state agencies to assist with various projects; and 2. Obtain short term financing via low interest loans; and 3. Carry forward any unexpected funds as revenue. SOLID WASTE: 1. Use appropriated retained earnings reserved for equipment purchases and other unreserved retained to fund impro'J'cments; 2. Carry forn'ard any unexpended funds as revenues. W f~TER: 1. Apply for -varioU3 grants from state agencies to assist with -.rarious projects; and 2. Obtain short term financing via low intcrest loans; and 3. Carry for-vard any unexpended funds as re-venue. In the event that some of the proposed sources are not attained, the following alternative strategies will be pursued; 1. Additional deferral of projects to later years; 2. Procurement of additional revenue bonds instead of funding projects on a "pay- as-you.,go" basis; 3. Procurement of additional grant funding; 4. Procurement of a state revolving fund loan; and 5. Increase user fees for municipal services. Additionally, improved planning and coordination will be initiated among the City's utility departments in order to ensure that public facility and service provision is optimally times for cost IX-29 CITY OF EDGEW A TER COMPREHENSIVE PLAN CAPITAL IMPROVEMENTS ELEMENT effectiveness. For example, department representatives will work together to encourage the provision of public facilities and services concurrently (where feasible), in order to limit the negative impacts of separate installation Q.e. construct water/sewer semces prior to paving/drainage improvements). Also, other entities which share facilities with the City (such as FDOT and Volusia County) sharing the use of the U.S. Highway No. 1 within the City limit(s) will be coordinated with regarding improvements to their shared facilities. FUND 20M 2009 GENERAL FUND REVENUES $ 9,807,985 $13.447.547 $ 9,807,985 $13.447.547 $ EXPENDITURES BALANCE ENTERPRISE FUND W A TER/W ASTEW A TER REVENUES $ 11,012,1397 $ $ 9,841,814 $ $ 11,012,1397 $ $ 9,841,814 $ $ $ EXPENSES BALANCE REFUSE REVENUES $ 1,281,5~1 $ $ 2,979,046 $ $ 1,257,521 $ $ 2,979,046 $ $ 24,010 $ EXPENSES BALANCE STORMWATER REVENUES $ 878,8J5 $ $ 1.444,601 $ $ 821,8J5 $ $ 1,444,601 $ $ 57,090 $ EXPENSES BALANCE TABLE 8 FISCAL ASSESSMENT NO.2 2002 2010 2003 ~ 2004 2012 2006 2013 $ 10,245,~16 $13.850.973 $ 10,245,~16 $13.850.973 $ $ 11,357,716 $14.266.503 $ 11,357,716 $14.266.503 $ $ 12, 152,250 $14.694.498 $ 12, 152,250 $14.694.498 $ $ 1~,J09,247 $15.135.333 $ 1~,J09,247 $15.135.333 $ 7,194,915 $ 10,137,068 $ 6,~1~,5~7 $ 10,137,068 $ 881 ,~78 $ 10,012,603 $ 10,441,180 $ 1 ,012,eO~ $ 10,441,180 $ $ 7,808,279 $ 10,754,416 $ 7,061,844 $ 10,754,416 $ 746,435 $ 8, 141,078 11,077 ,048 7,428,000 11 ,077 ,048 71 ~,078 1 ,~07, Hl2 $ 13~,~05 $ 3,068,417 $ 3,160,470 $ 1,292,247 $ 1,328,014 $ 3,068,417 $ 3,160,470 $ 14 ,915 $ 5,291 $ 997,066 $ 1,487,939 $ 997,066 $ 1,487,939 $ $ 996,519 $ 1,332,577 $ 996,519 $ 1,332,577 $ $ 1 ,~64 ,854 $ 3,255,284 $ 1 ,~64 ,854 $ 3,255,284 $ $ 1,402,800 3,352,943 1,402,800 3,352,943 1,045,618 $ 1,279,827 1,182,577 $ 1,197,457 1,045,618 $ 1,279,827 1,182,577 $ 1,197,457 $ IX-30 CITY OF EDGEWATER COMPREHENSIVE PLAN CAPITAL IMPROVEMENTS ELEMENT E. GOALS, OBJECTIVES, AND POLICIES GOAL 1 The City shall undertake all actions necessary to ensure that needed public facilities and services are provided to all residents within the City's jurisdiction in a manner which maximizes the use of existing facilities, promotes orderly compact urban growth, and protects the City's investments in its existing facilities. Objective 1: Capital improvements will be provided to correct existing deficiencies, to accommodate projected future growth, and to replace obsolete or worn-out facilities, as indicated in the 5-year Schedule of Improvements delineated in this element. Policy 1.1.1: The City shall include all projects identified in the CP which are determined to be of relatively large scale and high cost ($25,000 or greater) in the 5-year Schedule of Improvements as capital improvement projects; all other capital improvements shall be included in the 6-2-year capital improvements program and annual capital budget. Policy 1.1.2: The City shall, as a mattcr of priority, schcdule and fund all capital impro';cmcnts identificd by thc 5 ycar Schedule of Impro-;cmcnts as nccessary to corrcct cxisting dcficiencics for accounting purposes. also include this Element in conjunction with Debt Service and Operating expenditures. Policy 1.1.3 The City shall, as a matter of priority, schedule and fund all capital improvements identified by the 5-year Schedule of Improvements. Policy 1.1.4 The City shall continue to adopt a Capital Improvements Program and annual budget as a part of its budgeting process. The City will review the Capital Improvements Program annually together with the Water Facilities Supply Work Plan to include the water related projects identified for the first five years of the Work Plan. The program shall be "financially feasible" as defined in Florida Statutes. Policy 1.1.5: The proposed capital improvement projects shall be evaluated and ranked in order of priority according to the following guidelines: a. Whether the project is needed to protect public health and safety, to fulfill the City's legal commitment to provide facilities and services, to reduce waste of water resources, or to preserve or achieve full use of the existing facilities; IX-31 CITY OF EDGEW A TER COMPREHENSIVE PLAN CAPITAL IMPROVEMENTS ELEMENT b. Whether the project promotes the City's development of alternative water supplies. corrects water supply deficiencies or otherwise results in a reduction in future dependence on Upper Floridian aquifer water sources to support future growth of the City. c. Whether the project Increases the efficiency of use of the existing facilities, prevents or reduces future improvement cost~, provides service to developed areas lacking full service, or promotes infill development; and d. Whether the project represents a logical extension of facilities and services within a designated utility service area e. Whether the project implements the policies if thus Comprehensive Plan as they pertain to the concurrency requirements; f. Whether the project is financially feasible. Objective 2: The proportionate share of facility improvements which are necessitated by future development in order to maintain adopted LOS standards shall be borne by those direcdy benefiting from the improvements. Policy 1.2.1: The City shall continue to implement its impact fee programs as conditions to providing utility services to new developments. Policy 1.2.2: The City will inov'cstigate the possibility of setting up has implemented a transportation impact fee ordinance. as well as a mandatory dedication of f-ces in lieu of ordinance. Objective 3: The City will manage its financial resources to ensure the proVlslon of needed capital improvements for previously issued development orders for future development and redevelopment. Policy 1.3.1: The City will not issue development orders or permits unless public facilities (which meet the adopted level of service standards) needed to support development or redevelopment are available, or will be available concurrendy with the impacts of the development. Policy 1.3.2: The maximum ratio of outstanding indebtedness (for providing capital improvements) to the property tax base shall be limited by the City to no greater than .75%. Policy 1.3.3: The City shall continue to adopt a 6 .5.-year capital improvements program and annual budget as a part of its budgeting process. IX-32 CITY OF EDGEWATER COMPREHENSIVE PLAN CAPITAL IMPROVEMENTS ELEMENT The City will continue to apply for water, wastewater, solid waste, and other available grants on an annual basis to obtain funding to finance the provision of capital improvements. Policy 1.3.4: Objective 4: The City shall base all decisions regarding the issuance of development orders and permits on the coordination of the development requirements included in this CP, its land development regulations and ordinances, and the availability of public facilities needed to support such development at the time it is needed. Policy 1.4.1: The City shall use the following LOS standards in reviewing the impacts of new development and redevelopment upon public facility provlslOn: 95 gallons per capita per day 204 gallons per equivalent residential unit per day 2.75 pound per capita per day Level A - No significant street flooding Level B - No major residential yard flooding Level C - No significant structure flooding Level D - No limitation on flooding (Based on 25-year/24-hour storm event) 100 gallons per capita per day 204 gallons per equivalent residential unit per day Collector Roadways: LOS D for peak hour volumes Arterial Roadways: LOS D for peak hour volumes Limited Access Road: LOS C Public Transit Facilities 01 olusia County): In process of establishing LOS Standards. Sanitary Sewer: Solid Waste: Drainage: Potable Water: Recreation Standards for Facilities: Facility Parkland Baseball/Softball Basketball Court Tennis Court Handball/Racquetball Court Community Center Multi-Purpose/Soccer Shuffle Board Court Bocci Ball Court Volley Ball Court Unit of Measure 5 acres/ 1,000 persons 1 field/4,000 persons 1 court/5,000 persons 1 court/3,500 persons 1 court/4,000 persons 1 facility /30,000 persons 1 field/4,000 persons 1 court/l ,500 persons 1 court/l 0,000 persons 1 court/5,000 persons IX-33 CITY OF EDGEW A TER COMPREHENSIVE PLAN CAPITAL IMPROVEMENTS ELEMENT Boat Ramps Bike/Pedestrian Trail Fitness Trails Activities Center Gymnasium 1 ramp/4,700 persons 1 mile/4,000 persons 1/14,000 persons 1/15,000 persons N/A Policy 1.4.2: The City shall evaluate all proposed CP amendments and requests for new development or redevelopment according to the following guidelines as to whether the proposed action would: a. Contribute to a condition of public hazard as described in the Utilities Element; b. Exacerbate any existing condition of public facility capacity deficits as described in the Utilities Element, the Transportation Element, and the Recreation and Open Space Element; c. Generate public facility demands that may be accommodated by capacity increases planned in the 5-year Schedule of Improvements; d. Conform with future land uses as shown on the Future Land Use Map of the Future Land Use Element, and urban service areas as described in the Utilities Element; e. If public facilities are developer-provided, accommodate public facility demands based on adopted LOS standards; f. If public facilities are provided, in part or whole, by the City, demonstrate financial feasibility, subject to this element; and g. Affect state agencies and water management districts' facilities plans. Objective 5: The City amend its Land Development Code to limit the size and density of developments in the coastal high-hazard area, as defined by the Coastal Management Element. Policy 1.5.1: The City will not construct public facilities east of U.S. Highway 1 unless no other feasible sites are available outside the coastal high-hazard area. Where it becomes necessary to construct public facilities in the coastal high-hazard area, the design of the facilities will incorporate flood proofing and additional structural support in order to ensure minimum damage from storms and hurricanes. IX-34 CITY OF EDGEW A TER COMPREHENSIVE PLAN CAPIT ALIMPROVEMENTS ELEMENT Policy 1.5.2: The City will limit public expenditures that subsidize development in coastal high-hazard areas except for the restoration and enhancement of natural resources. GOAL 2 Provide for a financially feasible public school facilities program. Objective 2.1: Level Of Service Standards. The City shall ensure that the capacity of schools is sufficient to support residential subdivisions and site plans at the adopted level of service standard. This level of service standard shall be consistent with the level of service standard adopted in the interlocal agreement entered into by the School Board and the local governments within V olusia County. Policy 2.1.1: The level of service standard adopted by the City shall be applied consistently by all local governments within V olusia County and by the School Board district-wide to all schools of the same type. Policy 2.1.2: Consistent with the interlocal agreement, the uniform, district-wide level-of-service standards are set as follows using FISH capacity based on the traditional school calendar: a. Elementary Schools: 115% of permanent FISH capacity for the concurrency service area. b. K- 8 Schools: 115% of permanent FISH capacity for the concurrency service area. c. Middle Schools: 115% of permanent FISH capacity for the concurrency service area d. High Schools: 120% of permanent FISH capacity for the concurrency service area e. Special Purpose Schools: 100% of permanent FISH capacity. Policy 2.1.3: The following schools shall achieve the adopted level of service no later than the identified date. The level of service presented in the following table is the tiered level of service that shall apply to that school unit the date noted in the table. IX-35 CITY OF EDGEWATER COMPREHENSIVE PLAN CAPITAL IMPROVEMENTS ELEMENT School LOS DATE Orange City Elementary 117% July 1, 2012 Horizon Elementary 158% July 1,2012 Freedom Elementary 126% July 1, 2012 Osceola Elementary 117% July 1, 2012 Ortona Elementary 150% July 1, 2012 Ormond Beach Elementary 116% July 1, 2012 Southwestern Middle 120% July 1. 2013 New Smyrna Beach Middle 122% July 1, 2014 (Note: This policy designates a tiered LOS for those schools that exceed the desired levels at the end of the five- year capital improvements program.) Objective 2.2: School CaPital Facilities Planning. The City shall cooperate with the School Board to ensure existing deficiencies and future needs are addressed consistent with adopted level of service standards for public schools. Policy 2.2.1: The City adopts by referenc~ the School Board's five-year work program approved annually each September as part of the overall School District budget. The City shall review the annual work program to verify that it is financially feasible and will maintain the level of service standards by the end of the five-year period. Policy 2.2.2: The City shall coordinate with the school board and adopt development conditions to ensure that future development pays a proportionate share of the costs of capital facility capacity needed to accommodate new development and to assist in maintaining the adopted level of service standards via impact fees and other legally available and appropriate methods. IX-36 CITY OF EDGEW A TER COMPREHENSIVE PLAN CAPITAL IMPROVEMENTS ELEMENT CAPITAL IMPROVEMENTS PROGRAM IMPLEMENTATION CAPITAL IMPROVEMENTS SCHEDULE (5-YEAR) As shown in TABLE 9, the Five (5) Year Schedule ofImprovements is the mechanism by which the City can effectively stage the timing, location, projected cost, and revenue sources for the capital improvements derived from all the CP elements, in support of the Future Land Use Element. This 5- Year Schedule of Improvements has been used to document the "economic feasibility" of the City's CP, based upon the preceding sections of this element en tided "Capital Improvements Inventory", "Financial Analysis", and "Goals, Objectives, and Policies". The generallocatiofls of thc scheduled projects arc shown on Map IX 1. IX-37 CITY OF EDGEWATER COMPREHENSIVE PLAN CAPITAL IMPROVEMENTS ELEMENT 2004 20011 $ 250,000 General Fund R PU8l1C SAFETY: (Fire/Rescue} Replace ressue pumper 2003& 2005 $ 499,540 General Fund R .'\lS Apparatus at ne'll station 2003 2005 $ 390,000 General Fund N Replace Ball. 57 2004 $ 32,400 General Fund R Replace Military Brush Truck :IDQ5 $ 84,413 Geneml Fund R Replace Utility Support Truck :mgJ $ 29,705 Geneml Fund R DRAINAGE: Conduct City wide Storm'A'3ter Management System Analysis and Impr-ovement Study Implementation of improvements in Stormwater Master Plan Conduct impro'.'ements to Gabordy System Channel G2 Maintain existing EtructUrBS in 18th Sl. Channel E1 2 Maintain exiEting Etructures in 18th Sl. Channel 64 Maintain exiEting EtructureE in 18th Sl. Channel Ell SANITARY SEWER: WWTF Reclaimed Water ImprovementE 3 'NeEtern Service Area Collection & TranEmission Systom Conduct exisling gravity Eewer Eyslem repairs 4 POTA8LE WATER: No..... wellE Ii SR 442 Water System UP9mdo e Southern service area ground Etorage tank 7- 8 PARKS 8. RECREATION: Q ConEtruct BaEeball/Softball tieldE/HawkE Park -to ConEtruct Conservation mea/HawkE Park -1+ ConEtruct .Il.mphilheater -1-2 Renovate ami sonslruct soccer complex ~ PurchaEe land for park -14 Develop cultural and arbortoreum Park PurchaEe land for nature park Develop nature park Renovation of Kennedy Park :'dditional boat ramps Manard May Park *Location yet to be determined Legend: R - Replacement, N - New, E - Expanded 2002 $ 2002 2006 $ 2004 20011 $ 2002 20011 $ 2002 20011 $ 2002 20011 $ N N N Stormwater Stormwater Stormwater Stomlwater Stormwater Storm'...,ater 120,000 300,000 3110,OOO 25,000 25,000 25,000 e e e 2002 $ 2,000,000 Waler/Sewer Fund e :mgJ $ 775,000 Water/Sewer Fund N 2002 2006 $ 500,000 Water/Sewer Fund R :mgJ $ 350,000 Water/Sewer Fund N 2002 $ 750,000 Water/Sewer Fund e 2004 $ 500,000 Water/Sewer Fund 2002 $ 500,000 Geneml Fund e 2002 $ 25,000 Geneml Fund e 2002 $ 45,000 Geneml Fund e 2002 2004 $ 150,000 General Fund R 2002 $ 450,000 General Fund N :mgJ $ 25,000 Geneml Fund N 2002 2004 $ 35Q,OOO General Fund N 2QOO $ 200,000 Goneral Fund N 2005 20011 $ 750,000 Genor.:]1 Fund e 2QOO $ 150.000 General Fund N IX-38 TABLE 9 City of Edgewater Five year schedule of improvements Fiscal Years Ending 2009-2013 PrOject Schedule Cost Revenue Source LOS Non-LOS PUBLIC SAFETY: (Fire/Rescue) Vehicle Replacement 2009-2013 $1.056.000 General Fund B 12 Lead/ EKG Monitor 2012 $ 25.000 General Fund B Genesis Extrication Tool System 2011 $ 30.000 General Fund B Self Contained Breather Apparatus 2012 $ 100.000 General Fund B PUBLIC SAFETY: (Police) Vehicle Replacement 2009-2013 $ 467.616 General Fund B Police Station Land Acauisition 2009 $ 80.000 Police Impact Fees ~ Radio System Replacement 2010 $ 200.000 General Fund B LEISURE SERVICES: Vehicle Replacement 2010-2013 $ 271.000 General Fund B Animal Shelter 2009 $ 250.000 Capital Fund N Hawks Park Ampitheater 2009 $ 183.175 Capital Fund N Kennedy Park Rennovations 2009/2012 $ 545.000 Capital Fund N Doa Park 2012 $ 50.000 Capital Fund N Manao Lake Park 2012 $ 500.000 Capital Fund N Harper Liauid Called Dewees Slope Mower 2009 $ 25.000 General Fund B ENVIRONMENTAL SERVICES: Vehicle Replacement 2009-2013 $2.759.750 Water & Sewer Fund B Wastewater Slip Iininq 2009 $ 200.000 Water & Sewer Fund B Bar Screen WWTP 2009 $120.000 Water & Sewer Fund B SE Service Area Desiqn & Construction 2009-2010 $2.101.400 Water & Sewer Fund N Retrofit Lift Station 1.2.13 2009-2011 $180.000 Water & Sewer Fund B (2) 25 HP Compressors WWTP 2009 $30.000 Water & Sewer Fund B Western Storaae Tank & Pump Station 2010 $130.000 Water & Sewer Fund N WWTP Rehab/Replacement 2010-2011 $6.000.000 Water & Sewer Fund B 2.5 MGD Wastewater Treatment Plant 2010-2013 $15.000.000 Water & Sewer Fund N SE Service Area Reclaimed Improvements 2009-2011 $5.350.000 Water & Sewer Fund N ART Wells 17.18.19.20 2009 $1.210.931 Water & Sewer Fund N Aerator and stairwav replacement 2009 $200.000 Water & Sewer Fund B Claricone Paintina 2009 $100.000 Water & Sewer Fund Replacement of 2" Water Lines 2009 $40.000 Water & Sewer Fund B Western Reclaimed Water Main Extension 2009-2011 $3.850.000 Water & Sewer Fund N Sliplinina existina pipes-Wildwood Sub. 2009-2013 $295.000 Stormwater Fund B Eastern Shores Proiect 2009 $96.750 Stormwater Fund N PUBLIC WORKS: Vehicle Replacement 2009 $65.000 General Fund B Fleet Fuel Tank Replacement 2009 $125.000 General Fund B 30th Street Sidewalk 2009 $157.716 Capital Fund N Road Repavinq 2009-2013 $2.260.272 Capital Fund LEGEND: R-REPLACEMENT, N- NEW, E- EXPANDED CITY OF EDGEWATER COMPREHENSIVE PLAN CAPITAL IMPROVEMENTS ELEMENT PROGRAM MONITORING AND EVALUATION The role of monitoring and evaluation is vital to the effectiveness of any planning program and particularly to the CIE. This is largely because the City's revenue and expenditure streams are subject to fluctuations in the market and the economy. It is the behavior of these streams which will be used to predict fiscal trends in order to maintain the City's adopted LOS standards for public facilities. Therefore, the CIE requires a continuous program for monitoring and evaluation, pursuant to Chapter 163, F.S., this element will be reviewed on an annual basis to ensure that required fiscal resources are available to provide public facilities as necessary to support the adopted LOS standards. The annual review will be the responsibility of the local planning agency, and the City Finance Director and City Manager will serve as advisory members at all formal deliberations related to capital improvement monitoring and evaluation. The local planning agency's finding and recommendations will be presented to the City Council at a public meeting. The City Council will direct staff to take any actions deemed appropriate based on the findings and recommendations of the local planning agency. The review will include the following considerations, plus an examination of these considerations in order to determine their continued appropriateness: 1. Any corrections, updates, modifications concerning costs; revenue sources; acceptance of facilities pursuant to dedications which are consistent with the element; or the date of construction of any facility enumerated in this element; 2. The CIE's consistency with the CP elements and its support of the Future Land Use Element; 3. The City's ability to provide public facilities and services within the urban service area in order to determine any need for boundary modification or adjustment; 4. The priority assignment of existing public facility deficiencies; 5. The City's progress in meeting those needs determined to be existing deficiencies; 6. The criteria used to evaluate capital improvement projects in order to ensure that projects are being ranked in their appropriate order of priority; 7. The City's effectiveness in maintaining its adopted LOS standards; 8. The City's effectiveness in reviewing the impacts of plans and programs of state agencies and water management districts that provide public facilities within the City's jurisdiction; 9. The effectiveness of impact fees for assessing new development a pro rata share of the improvement costs which they generate; 10. The impacts of special districts and any regional facility and service provision upon the City's ability to maintain its adopted LOS standards; 11. The ratio of outstanding indebtedness to the property tax base; 12. Efforts made to secure grants and/or private funds, whenever available to finance the provision of capital improvements; 13. The transfer of any unexpected account balances; IX-39 CITY OF EDGEWATER COMPREHENSIVE PLAN CAPITAL IMPROVEMENTS ELEMENT 14. The criteria used to evaluate proposed plan amendments and request for new development or redevelopment; and 15. Capital improvements needed for the latter part of the planning period, for inclusion in the 5- Year Schedule of Improvements. In addition to the annual Capital Improvements Element review mentioned above, each request for a development order will be reviewed by the Director of Planning, Public Works Director, Utilities Director, City Engineer a Technical Review Committee. as designated by the City Manager, and other appropriate personnel for the purpose of establishing whether the various adopted level of service standards will be adversely impacted if development is allowed to proceed. No development order will be issued if it is determined that the public facilities needed to maintain the adopted level of service standards will not be available concurrently with the impact of the development. Further, issuance of development orders will be delayed until the correction of existing system deficiencies which are required to increase the level of service provided to the adopted standard are complete. IX-40 COMPREHENSIVE PLAN CAPITAL IMPROVEMENTS ELEMENT CONCURRENCY MANAGEMENT SYSTEM EFFECTIVE ~ TBD CITY OF EDGEWATER COMPREHENSIVE PLAN CONCURRENCY MANAGEMENT 1. PUBLIC FACILITIES, CAPACITIES AND LEVEL-OF-SERVICE INVENTORY FOR CONCURRENCY MANAGEMENT The following inventories shall be maintained by the City to be used for the concurrency assessment of new development. a) TRANSPORTATION Design capacity of different roadway types. The existing level-of-service measured by the p.m. peak hour directional trips. The status of service degradation of those roads classified as backlogged based on the methodology described in the Transportation Element of this Plan. The adopted level-of-service standards for all roadway types. The existing capacities or deficiencies of the roadway network. The improvements to be made to the roadway network in the current fiscal year by the City, Volusia County, the Florida Department of Transportation, or other public agency and the impact of such improvements on the existing capacities or deficiencies. b ) SANITARY SEWER The capacity of the wastewater treatment facilities. The existing level-of-service standards measured by the average number of gallons per day/per unit based on the average flow experienced at the treatment plant and the total number of equivalent residential units within the service area. The adopted level-of-service standards for average daily flow per equivalent residential unit. The existing deficiencies of the system. The reserve capacities. c) POTABLE WATER The design capacity of potable water treatment facilities. CM-l CITY OF EDGEWA TER COMPREHENSIVE PLAN CONCURRENCY MANAGEMENT The existing level-of-service measured by the average number of gallons per day per unit based on the average flows experienced and the total number of equivalent residential units within the service area. The existing potable water storage capabilities of the water system. The adopted level-of-service standards for the potable water facility components. The existing capacities or deficiencies of the system. The reserved capacities. d) SOLID WASTE DISPOSAL The design capacity of solid waste disposal facilities. The existing level-of-service. The adopted level-of-service standard for solid waste. The projected capacities or deficiencies. e) STORMWATER DRAINAGE The existing level-of-service measured by storm event as determined by the City and its Consulting Engineers. The adopted level-of-service standard for stormwater drainage quantity and quality. t) RECREATION AND OPEN SPACE The existing acreage of parkland and the existing number of recreation facilities as outlined in the Recreation and Open Space Element of this Plan. The existing level-of-service measured by the number of acres of parkland available per 1,000 residents of the City based on an inventory of parklands in the City and the population of the City. The existing level-of-service for recreation facilities measured by the adopted standard based on an inventory of the facilities in the City and the population of the City. The adopted level-of-service standards for parkland acreage and individual recreation facilities as outlined in the Recreation and Open Space Element of this Plan. The projected capacities or deficiencies. CM-2 CITY OF EDGEWATER COMPREHENSIVE PLAN CONCURRENCY MANAGEMENT 2. CONCURRENCY ASSESSMENT The Planning Department is responsible for determining concurrency for all applications for development, redevelopment, and subdivision plats. When reviewing applications for such developments, the Department performs a Concurrency Assessment to ensure that public facilities are or will be available concurrent with the impacts of the proposed development. The assessment includes a basis for the establishment of existing conditions and the capacity of existing public facilities to service new development. The Department shall identify: . The ability of existing facilities to accommodate the proposed development at the adopted level-of-service standards; . Any existing facility deficiencies that will need to be corrected prior to the completion of the proposed development; . The facility(s) improvements or additions that will be needed to accommodate the impacts of the proposed development at the adopted level(s)-of-service created by the proposed development; and . The date such facility(s) improvements or additions will need to be completed to be concurrent with the impacts on such facility(s) created by the proposed development; and . A recommendation or approval or denial with any applicable conditions or the timing and location of needed improvements. Prior to the issuance of a development order for a proposed new development, the City Council and/ or the Planning Department determines: . The impacts created by the proposed development; . Whether the public facilities covered under the Concurrency Management System will be available concurrent with eh impacts of new development at the adopted level; . Those facility(s) improvements or additions that are required to ensure the findings of concurrency; and . The entity responsible for the design and installation of all required facility(s) improvements or additions. a) Sanitary Sewer, Solid Waste, Drainage, and Potable Water Facilities 1) A development order is issued subject to the condition that at the time of the issuance of a Certificate of Occupancy, or its functional equivalent, the necessary facilities and services are in place and available to service the new development; or CM-3 CITY OF EDGEW A TER COMPREHENSIVE PLAN CONCURRENCY MANAGEMENT 2) At the time the development order is issued, the necessary facilities are guaranteed in an enforceable development agreement pursuant to Section 163.3220, FS; or 3) An agreement, or development order, issued pursuant to Chapter 380, FS, to be in place and available to serve the new development at the time of the issuance of a Certificate of Occupancy. (Section 163.3180[2a], FS) b) Parks and Recreation Facilities 1) At the time the development order is issued, the necessary facilities are in place, or actual construction has commenced; or 2) A development order is issued subject to the condition that at the time of the issuance of a Certificate of Occupancy, the acreage for the necessary facilities to serve the new development is dedicated, or acquired by the City, or funds in the amount of the developer's fair share are committed; and 3) A development order is issued subject to the conditions that the necessary facilities needed to serve the new development are scheduled to be in place, or under actual construction, not more than one (1) year after the issuance of a Certificate of Occupancy, as provided in the City's Capital Improvement Element; or 4) At the time the development order is issued, the necessary facilities are the subject of a binding executed agreement which requires the necessary facilities and services to serve the new development to be in place or under actual construction no more than one (1) year after issuance of a Certificate of Occupancy or 5) At the time the development order is issued, the necessary facilities are guaranteed in an enforceable development agreement pursuant to Section 163.3220, FS or under actual construction not more than one (1) year after issuance of a Certificate of Occupancy. c) Transportation Facilities 1) At the time a development order is issued, the necessary facilities and services are in place or under construction; or 2) A development order is issued subject to the conditions that the necessary facilities and services needed to serve the new development are scheduled to be in place or under actual construction not more than three (3) years after the issuance of a Certificate of Occupancy or its functional equivalent, as provided in the adopted City's five (5) year schedule of capital improvements. The schedule of capital improvements may include transportation projects included in the first three (3) years of the most current adopted Florida Department of Transportation Five Year Work Program. The Capital Improvement Element must include the following policies: CM-4 CITY OF EDGEWATER COMPREHENSIVE PLAN CONCURRENCY MANAGEMENT i. The estimated date of actual project construction commencement and the estimated completion date; ii. A provision that a plan amendment is required to eliminate, defer, or delay construction of any local road facility which is needed to maintain the adopted level of service standard and which is listed in the first three (3) years of the five (5) year schedule of improvements in the Capital Improvements Element. 3) At the time a development order is issued, the necessary facilities are the subject of a binding executed agreement which requires the necessary facilities to serve the new development to be in place or under actual construction no more than three (3) years after the issuance of a Certificate of Occupancy; or 4) At the time a development order is issued, the necessary facilities and services are guaranteed in an enforceable development agreement, pursuant to Section 163.3220, FS; or an agreement or development order is issued pursuant to Chapter 380, FS; and will be in place or under actual construction not more than three (3) years after issuance of a Certificate of Occupancy. The adopted level-of-service standards (see Table 1) are the minimum acceptable standards with which all proposed new development shall comply. The Concurrency Management portion of this element does not preclude the Planning and Zoning Board or the City Council from imposing other conditions of approval, including improvements and additions to the facilities covered under this system beyond the minimum necessary to achieve concurrency. 3. GENERAL RULES FOR CONCURRENCY ASSESSMENT a) EXISTING DEFICIENCIES No development may be approved which will impact a facility which is currently deficient unless the facility is required to be improved in the current fiscal year pursuant to a previous development order or permit. Any needed improvements shall be completed prior to the projected impacts of the proposed development. b) APPROVED IMPACTS The impacts of new development shall be assessed against the existing conditions and the projected impacts from approved but unbuilt development. These two items together shall be considered the existing conditions for all public facilities for the impact assessment of all proposed development. CM-5 CITY OF EDGEWATER COMPREHENSIVE PLAN CONCURRENCY MANAGEMENT c) PHASING Development that is proposed to be phased may also phase the improvement of facilities provided the concurrency requirements for each facility are met. d) TIME SPECIFIC APPROVAL All development approvals shall have a time period specified in the development order or permit in which development must commence. The time period may involve two or more phases but the timing of each phase shall be specified in the development order or permit. Any required improvements shall also require a time period for construction and completion. Should development or facilities improvements fail to begin or be completed in accordance with the development order or permit, all outstanding approvals of the development shall expire. Amendments to time schedules shall be permitted but must be approved by the body granting the original approval. e) ADDITIONAL INFORMATION The Planning Department may require additional information from applicant or other City Departments in order for an accurate assessment to be conducted. Such additional information requests shall be reasonable and be provided in writing to the applicant or appropriate Department. Should the Planning Department require a special study (such as traffic counts on a road that is not regularly monitored), the applicant shall provide such information. Review and approval of proposed development may be postponed for a reasonable time period in order that more information may be gathered on a facility. Proposed development may be denied approval, for failure of the applicant to provide adequate information on the projected impacts created by the development. f) TRANSPORTATION The City's Land Development Code provides development thresholds at which traffic studies will be required. Required studies shall use the Institute of Traffic Engineers (ITE) Manual to calculate the number of trips generated by the proposed development. The study shall then show the distribution of the projected trips, determine existing condition and project the level of service of impacted roads. Prior to the issuance of a Certificate of Occupancy, all facility improvements necessary to accommodate the impacts of that portion of the development receiving a Certificate of Occupancy shall be in place. Completed improvements may be required prior to the issuance of a building permit if deemed necessary for public safety purposes. g) SANITARY SEWER The City's Land Development Code provides sanitary sewer use standards for residential and non-residential development based on equivalent residential units. The City may also CM-6 CITY OF EDGEWATER COMPREHENSIVE PLAN CONCURRENCY MANAGEMENT require commercial and industrial developments to provide a description and estimate of water use needs for any commercial or industrial processes which create wastewater that will be discharged into the City's system. Prior to the issuance of a Certificate of Occupancy, all facility improvements necessary to accommodate the impacts of that portion of the development receiving a Certificate of Occupancy shall be in place, as required by the Development Order. h) POTABLE WATER The City's Land Development Code provides potable water use standards for residential and non-residential development based on equivalent residential units. The City may also require commercial and industrial developments to provide a description and estimate of water use needs for any commercial or industrial processes involving potable water. Prior to the issuance of a Certificate of Occupancy, all facility improvements necessary to accommodate the impacts of that portion of the development receiving a Certificate of Occupancy shall be in place, as required by the Development Order. i) SOLID WASTE The City's Land Development Code provides solid waste standards for control and operation for residential, commercial and industrial developments. Developments which are potential hazardous waste generators will be responsible for coordinating with V olusia County for disposal of such waste. Prior to the issuance of a Certificate of Occupancy, all facility improvements necessary to accommodate the impacts of that portion of the development receiving a Certificate of Occupancy shall be in place. j) STORMWATER DRAINAGE All developments shall prepare a drainage plan based on the Stormwater regulation which incorporate the level-of-service design storm. Such plans shall be approved by the City's Engineer prior to the approval of the development. Prior to the issuance of a building permit, all facility improvements necessary to accommodate the impacts of that portion of the development receiving the building permit shall be approved and all improvements shall be completed prior to the issuance of a Certificate of Occupancy. k) RECREATION The City's Land Development Code reqwres recreation impact fees for residential construction and/or land conveyance for new subdivisions. Commercial and industrial developments shall not be assessed as having an impact on recreational facilities. However, CM-7 CITY OF EDGEWATER COMPREHENSIVE PLAN CONCURRENCY MANAGEMENT the City reserves the right to require the provision of recreational facilities as part of Planned Unit Developments. CM-8 CITY OF EDGEWATER COMPREHENSIVE PLAN CONCURRENCY MANAGEMENT 4) GOALS, OBJECTIVES, AND POLICIES GOAL 1: The City shall undertake necessary action to economically and efficiently provide needed public facilities and services to all residents within its jurisdiction in a manner which protects investments in existing facilities, maximizes the use of existing facilities, and promotes orderly compact urban growth. Objective 1.1: Capital Improvements will be provided to correct eXlstlng deficiencies, to accommodate anticipated future growth, and to replace outdated and obsolete facilities, as indicated in the Schedule of Improvements of this Element. Policy 1.1.1 The City shall included all projects identified in the other Elements of this Comprehensive Plan determined to be of relatively large scale in cost ($25,000 or greater) as Capital Improvement Projects and are included within the Schedule of Improvements portion of this Element. Policy 1.1.2 The City shall, for accounting purposes, also include into this Element Debt Service and Operating expenditures. Policy 1.1.3 The City shall, as a matter of priority, schedule and fund all capital improvement projects in the City's annual Capital Improvement Program which are designed to correct existing deficiencies as listed in the various other Elements of this Plan. Policy 1.1.4 The City will continue its current program of providing for renewal and replacement of capital facilities as outlined in the various Elements of this Plan. Policy 1.1.5 A Capital Improvements Coordinating Committee shall be created, composed of thc Dircctor(s) of En-..ironmental Servicc3 (public 'X'orb and Utilities), Recreation and Finance, as well as a representative from the Planning Department, and the City Manager, Technical Review Committee members as designated by the City Manager to evaluate and rank, on an annual basis, in order of priority, the projects proposed to be included in the Schedule of Improvements. Policy 1.1.6 Proposed City Capital Improvement Projects shall be evaluated and ranked in order of priority according to the following criteria: CM-9 CITY OF EDGEW A TER COMPREHENSIVE PLAN CONCURRENCY MANAGEMENT b. Whether the project is needed to protect the public health and safety, to fulfill the City's legal commitment to provide facilities and services, or to preserve or achieve full use of those facilities already in place; c. Whether the project increases efficiency of use of existing facilities, prevents or reduces future improvement costs, provides services to develop areas lacking full service, or promotes in-fill development; d. Whether the project represents a logical extension of facilities and services within the designated l::tfflaft Utility Service Area Boundary, and is coordinated with the plans of County and! or State agencies that provide facilities within the City; e. Whether the project implements the policies of this Comprehensive Plan as they pertain to the concurrency requirements; f. Whether the project is financially feasible. Objective 1.2: Future development will bear a proportionate cost of facility improvements necessitated by the development in order to maintain the adopted level-of-service standards. Policy 1.2.1 The City will continue to collect impact fees from development projects to pay for the provision of water, sewer, and recreation facilities required by those projects. Policy 1.2.2 The City shall consider the use of other impact fees, such as for public safety services. Policy 1.2.3 All new development shall be required to donate or reserve their fair share of right-of-way adjacent to major roadways prior to the issuance of a final development order. Objective 1.3: The City will manage its financial resources to ensure the provision of needed capital improvements for previously issued development orders and for future development and redevelopment. This objective shall be achieved through the implementation of the following policies: Policy 1.3.1 In providing capital improvements, the City shall limit the maximum ratio of outstanding indebtedness to no greater than t5% of the property tax base. Policy 1.3.2 The City shall continue to adopt a Capital Improvement Program and an operating budget on a yearly basis as part of this budgeting process. Policy 1.3.3 The City shall continue to apply for and secure grants or private funds whenever available to finance the provision of capital improvements and other City improvement projects. CM-tO CITY OF EDGEW A TER COMPREHENSIVE PLAN CONCURRENCY MANAGEMENT Policy 1.3.4 Prior to the issuance of Certificates of Occupancy, the City will provide for all public facilities needed to service development for which Development Orders were previously issued. Policy 1.3.5 The City shall allocate the costs of new public facilities on the basis of the benefits received by the existing and future residents. GOAL 2: Maintain a Concurrency Management System to ensure public facilities and services to support development are available concurrent with the impact of development. Objective 2.1: The City will continue to utilize a Concurrency Management System so that decisions regarding the issuance of development orders and permits will be based upon coordination of the development requirements included in this plan, the land development regulations, and the availability of necessary facilities to support such development. Policy 2.1.1 The City shall use the level-of-service (LOS) standards (found in Table I) in reviewing the impacts of new development and/or redevelopment upon public facilities and services. CM -11 CITY OF EDGEWATER COMPREHENSIVE PLAN CONCURRENCY MANAGEMENT Level-of-Service Standards TABLE CM-I Sanitary Sewer 9S gaYofisl capital day 204 o-allons /ERll / day Solid Waste 2.Slbs/ capital day Potable Water lOO gaYofis/ capital day Water quality; Meet State and Federal Drinking Water Standards 204 o-allons/ERU /dav Drainage 2S vear/24 hr storm Limited Access Roads C, or as otherwise prescribed bv FOOT Arterial 0 Collectors 0 Recreation LOS/Person Parkland S acres/l,OOO persons Baseball/Softball 1 Field/4,000 persons Basketball Court 1 court/S,OOO persons Tennis Court 1 court/3,SOO persons Handball/Racquetball Court 1 court/4,000 persons Community Center 1 facility /30,000 persons Multi-Purpose/Soccer 1 field/4,000 persons Shuffle Board Court 1 court/l,SOO persons Bocci Ball Court 1 court/lO,OOO persons Volley Ball Court 1 court/S,OOO persons Boat Ramps 1 ramo/4,700 persons Bike/Pedestrian Trail 1 mile/4,000 persons Fitness Trails 1 mile/l4,000 persons Activities Center 1 / 1S ,000 persons Gymnasium N/l\. ERU-Equivalent Residential Units Policy 2.1.2 Prior to the approval of an application for a final subdivision or development plan, the City will review the proposed application to ensure that the public facilities and services needed to support the development are available concurrent with the impacts of such development based on the Concurrency Management System. Policy 2.1.3 Provisions in the Comprehensive Plan that ensure public facilities and service standards will be met to satisfy the Concurrency requirements are listed below: a. The necessary facilities and services are in place at the time a development permit is issued; or b. A development permit is issued subject to the condition that the necessary facilities and services will be in place when the impacts of the development occur; or c. The necessary facilities are under construction at the time a permit is issued; or CM -12 , CITY OF EDGEWATER COMPREHENSIVE PLAN CONCURRENCY MANAGEMENT Policy 2.1.4 d. The necessary facilities and services are guaranteed in an enforceable development agreement that includes the provision of Rules 9J 5.005(2)(a) 1 3 the Florida Administrative Code. The agreement must guarantee that the necessary facilities and services will be in place when the impacts of the development occur; or e. At the time the development permit is issued, the necessary facilities and services are the subject of a binding executed contract which provides for the commencement of the actual construction of the required facilities or the provision of services within one (1) year of the issuance of the applicable development permit. f. The necessary facilities and services are guaranteed in an enforceable development agreement which required the commencement of the actual construction of the facilities or the provision of services within one (1) year of the issuance of the applicable development permit. Proposed Plan amendments and requests for new development or redevelopment shall be evaluated according to the following guidelines as to whether the proposed action would: a. Be consistent with the Utilities Element and the Coastal Management Element and not contribute to a condition of public hazard. b. Be consistent with the Transportation Element; Utilities Element and Recreation and Open Space Element and not intensify any existing public facility capacity deficits not envisioned within this plan. c. Generate public facility demands that may be accomplished by planned capacity increases. d. Conform with future land uses as shown on the Future Land Use Map of the Future Land Use Element. e. Accommodate public facility demands based upon level-of- service standards by provision of facilities by the developer or by the City consistent with this element. f. Be consistent with the County, State, and Regional agencies and water management district's facilities plans. CM -13 CITY OF EDGEW A TER PLANNING AND ZONING BOARD BY -LA WS ARTICLE I: Official Name The official name of this Board shall be the Planning and Zoning Board of the City of Edgewater, FL, hereinafter referred to as "P & Z Board". ARTICLE II: Purpose and Intent The purpose and intent of these By-Laws is to set forth a uniform set of procedures whereby the City of Edgewater Planning and Zoning Board may regulate the manner in which it elects officers, conducts meetings and otherwise carries out its functions. The By-Laws will serve as a guideline in handling all affairs pertaining to the Edgewater Panning and Zoning Board. ARTICLE III: Membership A. Voting Members and Appointments I. The P&Z Board shall have seven (7) voting members, each member shall be appointed by City Council for a term of three (3) years and shall be subject to removal as set forth by City Council. The terms of appointment shall be staggered. 2. A quorum shall consist of five (5) members. All recommendations and actions of the Board shall require the affirmative vote of a majority of the members present. 3. Prior to appointments, prospective members shall submit a City application, stating therein a brief synopsis of their education, experience and reason for their interest in serving on the P&Z Board. 4. To be eligible for appointment, a prospective member shall be a resident of the City of Edgewater. 5. No member of the P&Z Board shall receive compensation for their service, provided, however, that members may be reimbursed for out-of-pocket expenses as approved by the City. 6. One (1) non-voting member shall be appointed by the Volusia County School Board per Florida Statute Section 163.3174(i). The member shall serve without compensation from the City and shall be exempt from residency and attendance requirements. The school board member shall comply with all other procedural standards relating to the P&Z Board. B. Vacancies I. During the term of appointment, should a member of the P&Z Board change residence to the extent he or she would not be eligible for appointment to the P&Z Board, the member shall forfeit the office and it shall be deemed vacant. 2. U:-a-P&Z Boord member-is absent for threc (3) con~;ecutj\,c rcgul-a-F-Hlcctint;:;. or i:; nb:;cnt I-BNBur ('I) total-ffi€e+Htg-during any calendar year, :;aid membef s-I-nttJ-terfeit the office and it shall be deemed \'ae-affi;- If a P&Z Board member is absent from three (3) consecutive regular meeting without being excused by the Chairman, said member shall forfeit the oflice and it shall be deemed vacant. If a board member is absent for five (5) total meetin!!s during any calendar year, said member shall forfeit the office and it shall be deemed vacant unless a maiority vote of the remaining Board recommend retention. 3. City Council may remove any member of the P&Z Board from office at any time. 4. Any vacancy occurring during the unexpired term of office of any member shall be filled by City Council. The P&Z Board shall review applications and make a recommendation to City Council. The vacancy shall be filled as soon as practical after it occurs, for the remainder of the term. C. Voting Conflicts 1. No member of the P&Z Board shall vote upon any matter which would inure to his or her special private gain or loss, or any principle by whom he or she is retained or by any relative or business associate. 2. No member of the P&Z Board shall appear for or represent any person in any matter before the P&Z Board other than him or herself. No past member shall appear before the P&Z Board except when representing him or herself for a period of twelve (12) calendar months after his or her service has ended. ARTICLE IV: Election of Officers A. Chairman 1. The Chairman shall serve as the presiding officer at all meetings and hearing of the P&Z Board and appoint any committees from the P&Z Board membership that are deemed necessary. 2. The Chairman shall be elected by a majority of the voting membership at the first regular meeting in January each year. The Chairman shall be eligible for re-election. B. Vice Chairman 1. The Vice Chairman shall be elected by the P&Z Board from among its regular members in the same manner as the Chairman and shall be eligible for re- election. 2. The Vice Chairman shall serve as acting Chairman in the absence of the Chairman and at such times shall have the same powers and duties of the Chairman. 3. In the event of death, resignation or removal from office of the Chairman, the Vice Chairman shall perform the various duties until such time the P&Z Board shall elect a new Chairman and Vice Chairman. C. Other Presiding Officers The members of the P&Z Board may select an additional member to preside over the meeting(s) in the absence of the Chairman and Vice Chairman D. Board Coordinator 1. The board coordinator shall be provided by the City and be a City employee. 2. The board coordinator shall prepare and distribute agendas, correspondence and minutes on the Friday before the meeting and shall establish and maintain files to ensure they are properly kept. All recorded meeting tapes shall be provided to the City Clerk for safekeeping. 3. Any correspondence prepared by a member of the P&Z Board shall be provided to the board coordinator for distribution to the P&Z Board members. E. Professional Support The City shall provide professional support to the P&Z Board as may be necessary. ARTICLE V: Meetine:lHearine:s A. Regular Meetings Regular scheduled meeting of the P&Z Board shall be held the second Wednesday of each month. B. Special Meetings Special meetings or hearing ofthe P&Z Board may be called by the Chairman. C. Requirements All meetings shall be open to the public, provide due public notice, and follow Roberts Rules of Order and the Florida Sunshine Laws. ARTICLE VI: Powers and Duties A. The P&Z Board shall exercise the following powers and duties: I. Be the responsible agency to initiate review and/or amendments to the City's Comprehensive Plan and recommend such to City Council. 2. Review all proposed amendments to the City's Land Development Code and make recommendations to City Council as to the consistency of proposed amendments to the Comprehensive Plan. 3. Monitor the effectiveness of the Comprehensive Plan by the formal periodic evaluation process described in Chapter 163.3191, FS. 4. Provide recommendations to City Council regarding applications for the following: a. Subdivisions and plats; b. Development and zoning agreements; c. Proposed annexations; d. Proposed rezonings; e. Site Plans over twenty-five thousand square feet (25,000 sq. ft.) of building area; f. Text amendments; g. Mining agreements; h. AbandonmentlVacations; and/or i. Land Use Amendment 5. Provide a coordinated planning effort between the City and the Volusia County School Board per Florida Statutes Sec. 163.3 1777. B. The P&Z Board shall have final authority to approve, modify and/or deny, unless appealed to City Council: I. Conditional Use Permits 2. Variance Applications. C. Appeals Any person aggrieved by the decision of the P&Z Board shall appeal such decision to City Council in the manner and form required by City Council. ARTICLE VII: Amendments The By-Laws may be amended at a regular or special meeting of the P&Z Board, provided that written notice shall have been sent to each member at least thirty (30) Ii lleen ( 15) days in advance of the vote, which notice shall contain the proposed amendment. Adopted by the Board this day of ,20_. , Chairman Attest: , Board Coordinator