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12-08-2008 V oting Order Councilwoman Bennington Councilwoman Rhodes Councilman Cooper Mayor Thomas Councilwoman Rogers AGENDA CITY COUNCIL OF EDGEW A TER REGULAR MEETING December 8, 2008 7:00 P.M. COMMUNITY CENTER We respectfully request that all electronic devices are set for no audible notification. 1. CALL TO ORDER, ROLL CALL, PLEDGE OF ALLEGIANCE, INVOCATION 2. APPROV AL OF MINUTES - None at this time 3. PRESENT A TIONS/PROCLAMA TIONS/PLAQUES/CERTIFICA TES/DONA TIONS a. Jo Ann Reams, AARP Tax-Aide Program; introducing residents to the free income tax preparation services provided by AARP. 4. CITIZEN COMMENTS This is the time for the public to come forward with any comments they may have. Citizen comments relating to any agenda matter may be made at the time the matter is before Council. Please state your name and address, and please limit your comments to three "3" minutes or less. 5. CITY COUNCIL REPORTS 6. CONSENT AGENDA - None at this time 7. PUBLIC HEARINGS, ORDINANCES AND RESOLUTIONS a. 2nd Reading - Ordinance No. 2008-0-14; Amendment to the Comprehensive Plan to update the Capital Improvements Element (CIE) and the accompanying Capital Improvement Program (CIP). b. Jason Gambone, LC.O. Seagate Homes, requesting a revision to the existing Planned Unit Development (PUD) Agreement for the Edgewater Lakes development. 8. BOARD APPOINTMENTS a Recreation/Cultural Services Board - Mayors appointment due to the expired term of Thomas Tipton, who seeks re-appointment. b. Recreation/Cultural Services Board - Councilwoman Rogers' appointment due to the expired term of Michael Visconti, who seeks re-appointment. City Council Agenda December 8, 2008 Page -2 9. OTHER BUSINESS a. Central Florida Sustainable Communities Initiative (CFSCI) presenting the final Vision Book. 10. OFFICER REPORTS a. City Clerk b. City Attorney c. City Manager a. 2009 Project Goals 11. CITIZEN COMMENTS 12. ADJOURN Note. All items for inclusion on the January 5, 2009, agenda must be received by the City Clerk's office no later than 12:00 pm, Thursdav, December 24, 2008. Pursuant to Chapter 286. F.S., if an individual decides to appeal any decision made with respect to any matter considered at a meeting or hearing. that individual will need a record of the proceedings and will need to ensure that a verbatim record of the proceedings 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 proceedings should contact City Clerk Bonnie Wenzel. 104 N. Riverside Drive. Edgewater. Florida. telephone number 386-424-2400 xlIOI. 5 days prior to the meeting date. If you are hearing or voice impaired. contact the relay operator at 1-800-955-8771. '10- ....~- AGENDA REQUEST CP A-0802 Date: November 26, 2008 PUBLIC HEARING December 8, 2008 RESOLUTION ORDINANCE X BOARD APPOINTMENT CONSENT OTHER BUSINESS ITEM DESCRIPTION: 2nd Reading - Ordinance No. 2008-0-14 Amend the Comprehensive Plan to update the Capital Improvements Element (CIE) and the accompanying Capital Improvement Program (CIP). 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. On November 17,2008, City Council approved the first reading of the ordinance by a vote of 5-0. 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. ST AFF RECOMMENDATION Staff recommends approval of the amendment to the Comprehensive Plan by updating the Capital Improvements Element (CIE) and the accompanying Capital Improvement Program (CIP). ACTION REQUESTED Motion to approve Ordinance No. 2008-0-14; the amendment to the Comprehensive Plan by updating the Capital Improvements Element (CIE) and the accompanying Capital Improvement Program (CIP). FINANCIAL IMP ACT: (Finance Director) (SPECIFY IF BUDGET AMENDMENT IS REQUIRED) YES NO x CPA _0802_ CIE _ ord _2008 _14 . .-. PREVIOUS AGENDA ITEM: Ifso, DATE: November 17,2008 Respe ully submitt d, Darren ear Development Services Director CP A_ 0802_ CIE_ord_2008_14 YES X-- NO AGENDA ITEM # 7 d. Concurrence: ~~~;1) Robin L. Matusick Parale al 2 ORDINANCE NO. 2008-0-14 AN ORDINANCE OF THE CITY OF EDGEWATER AMENDING THE COMPREHENSIVE PLAN ORDINANCE NO. 2003-0-04 AS AMENDED, BY AMENDING THE COMPREHENSIVE PLAN CAPITAL IMPROVEMENTS ELEMENT BY AMENDING THE DATA AND ANALYSIS AND THE GOALS, OBJECTIVES, AND POLICIES, PROVIDING FOR PUBLICATION, HOLDING PUBLIC HEARINGS, TRANSMITTING THIS ADOPTED COMPREHENSIVE PLAN AMENDMENT TO THE FLORIDA DEPARTMENT OF COMMUNITY AFFAIRS AND ANY OTHER UNIT OF LOCAL GOVERNMENT OR GOVERNMENTAL AGENCY THAT HAS REQUESTED A COPY OF THE PLAN AMENDMENT; PROVIDING FOR CONFLICTING PROVISIONS, SEVERABILITY AND APPLICABILITY AND PROVIDING FOR AN EFFECTIVE DATE. WHEREAS, from time to time it becomes necessary to amend the City of Edgewater Comprehensive Plan, and WHEREAS, the laws of Florida require the City to update the Capital Improvements Element annually. WHEREAS, such amendments are permitted subject to the provisions of Chapter 163, F.S. and Rule 9J-ll, F.A.C. WHEREAS, the Planning and Zoning Board, sitting as the City's Local Planning Agency, held an advertised Public Hearing pursuant to 163.3164(18) & 163.3174(4) (a), Fla. Stat. (2006), on Wednesday, November 12, 2008 on the proposed Plan Amendment and following that Public Hearing voted and recommended that the City Council approve the aforesaid Amendment to the City's 2003 Comprehensive Plan; and WHEREAS, the City Council hereby declares that the purpose and intent of the proposed Struek threugh passages are deleted. Underlined passages are added. #2008-0-14 amendment to the Comprehensive Plan is to guide future growth and development; encourage the best use ofland, water and other resources to promote and protect the general welfare of the public. NOW, THEREFORE, BE IT ENACTED BY THE CITY COUNCIL OF THE CITY OF EDGEW A TER, FLORIDA: PART A. AMENDMENT. Amending the Capital Improvements Element by amending the data and analysis and the goals, objectives, and policies, hereby described in Exhibit A. PART B. PUBLICATION. Notice of this proposed change of the Edgewater Comprehensive Plan shall be published in the manner prescribed by 163.3184 (15) (c), Fla. Stat. (2006). The required advertisement shall be no less than two columns wide by TEN inches (10@) long in a standard-size or tabloid-size newspaper, and the headline in the advertisement shall be no smaller than EIGHTEEN (18) point. The advertisement shall not be placed in a portion of the newspaper where legal notices and classified advertisements appear. The advertisement shall be placed in a newspaper of general paid circulation in the City of Edgewater, and of general interest and readership in the municipality, not one oflimited subject matter, pursuant to Chapter 50 of the Florida Statutes. Whenever possible, the advertisement shall appear in the newspaper that is published at least FIVE (5) days a week, unless the only newspaper in the municipality is published less than FIVE (5) days a week. 163.3184 (15) (c) 2.b., Fla. Stat. (2006). The advertisement shall substantially be in the following form: Notice of Comprehensive Plan Amendment The City of Edgewater proposes to adopt the following ordinance: Struek through passages are deleted. Underlined passages are added. 2 #2008-0-14 ORDINANCE NO. 2008-0-14 AN ORDINANCE OF THE CITY OF EDGEWATER AMENDING THE COMPREHENSIVE PLAN ORDINANCE NO. 2003-0-04 AS AMENDED, BY AMENDING THE COMPREHENSIVE PLAN CAPITAL IMPROVEMENTS ELEMENT BY AMENDING THE DATA AND ANALYSIS AND THE GOALS, OBJECTIVES, AND POLICIES, PROVIDING FOR PUBLICATION, HOLDING PUBLIC HEARINGS, TRANSMITTING THIS ADOPTED COMPREHENSIVE PLAN AMENDMENT TO THE FLORIDA DEPARTMENT OF COMMUNITY AFFAIRS AND ANY OTHER UNIT OF LOCAL GOVERNMENT OR GOVERNMENTAL AGENCY THAT HAS REQUESTED A COPY OF THE PLAN AMENDMENT; PROVIDING FOR CONFLICTING PROVISIONS, SEVERABILITY AND APPLICABILITY AND PROVIDING FOR AN EFFECTIVE DATE. A public hearing on the ordinance changing the Comprehensive Plan will be held on November 17, 2008 at 7:00 p.m. at the Community Center, 102 N. Riverside Drive, Edgewater, Florida 32132. PART C. PUBLIC HEARINGS. As a condition precedent to the adoption of this ordinance amending the City=s 2003 Comprehensive Plan, the City Council shall hold at least two advertised public hearings on the proposed comprehensive plan or plan amendment as follows: The first public hearing shall be held at the transmittal stage pursuant to subsection 163.3184 (15) (b), Fla. Stat. It shall be held on a weekday at least 7 days after the day that the first advertisement is published. The second public hearing shall be held at the adoption stage. It shall be held on a weekday at least 5 days after the day that the second advertisement is published. 163.3184, Fla. Stat (2006). The Adoption Hearing shall be held within 120 days of the Department of Community Affairs having issued its Objections, Stmek threugh passages are deleted. Underlined passages are added. 3 #2008-0-14 Comments, and Recommendations Report to the City. PART D. CONFLICTING PROVISIONS. All ordinances and resolutions, or parts thereof that are in conflict with this ordinance, are hereby superseded by this ordinance to the extent of such conflict. PART E. EFFECTIVE DATE. This ordinance shall become effective upon its final adoption and as provided by general law. PART F. SEVERABILITY AND APPLICABILITY. If any portion of this ordinance is for any reason held or declared to be unconstitutional, inoperative, or void, such holding shall not affect the remaining portions of this ordinance. If this ordinance or any provisions thereof shall be held to be inapplicable to any person, property, or circumstance, such holding shall not affect its applicability to any other person, property, or circumstance. PART G. ADOPTION. After Motion to approve by Councilwoman Bennington and Second by Councilwoman Rhodes, the vote on the first reading of this ordinance held on November 17, 2008 is as follows: AYE NAY Mayor Mike Thomas x Councilwoman Debra Jean Rogers x Councilwoman Gigi Bennington x Councilwoman Harriet B. Rhodes x Councilman Ted Cooper x Struek threugh passages are deleted. Underlined passages are added. 4 #2008-0-14 After Motion to approve by and Second by , the vote on the second reading of this ordinance was as follows: AYE NAY Mayor Mike Thomas Councilwoman Debra Jean Rogers Councilwoman Gigi Bennington Councilwoman Harriet B. Rhodes Councilman Ted Cooper PASSED AND DULY ADOPTED this 8th day of December 2008. ATTEST: CITY COUNCIL OF THE CITY OF EDGEW A TER, FLORIDA By: Bonnie Wenzel City Clerk Mike Thomas Mayor Robin L. Matusick Paralegal For the use and reliance only by the City of Edgewater, Florida. Approved as to form and legality by: Carolyn S. Ansay, Esquire City Attorney Doran, Wolfe, Ansay & Kundid Approved by the City Council of the City of Edgewater at a meeting held on this 8th day of December, 2008 under Agenda Item No. 7 Struck tnr9Ugfl passages are deleted. Underlined passages are added. 5 #2008-0-14 EXHIBIT A Struck threl:lgh passages are deleted. Underlined passages are added. 6 #2008-0-14 - -- - - - ..... I CITY OF EDGEWATER, FL CAPITAL IMPROVEMENT PROGRAM FY 2008-2009 TO 2012- 2013 ( L....!. THe Capital Improvement Program as set forth in this document is a long range planning tool for the City of Edgewater. Tp.e 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 neededfor 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 FIRE DEPARTMENT Vehicle Renlacement 5206 000.00 5300 000.00 5350.000.00 5200 000.00 51.056000.00 12 Lead/ EKG Monitor 525.000.00 S25.000.00 Genisis Extrication Tool System S30000.00 ill.OOO.OO Self Contained Breather Annaratus 5100000.00 S100000.00 Fire Dent. Totals $206.000.00 $300,000.00 $350,000.00 $30.000.00 $325.000.00 $1.211.000.00 POLICE DEPARTMENT. Vehicle Renlacement 5103.616.00 5112.000.00 S84.000.00 S56.000.00 SlI2.00lJ.OO S467616.00 Police Station Land ACCluisition sao.ooo.OO S80.000.00 Radio Sustem Renlacement 5200 000.00 5200 000.00 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 5209.750.00 5410.000.00 S770 000.00 S620.000.00 S750.00lJ.OO S2.759.750.00 Wastewater Slin lininO" S200 noo.oo S200.000.00 Bar Screen WWfP S 120 000.00 5120000.00 SE Service Area Desj= & Construction 5101 400.00 52 000 000.00 S2.101400.00 Retrofit Lift Station 1 2 13 S70.000.00 S40.000.00 S70000.00 S180000.00 2\ 25 Ill' Comnressors wwrp S30.000.00 530.000.00 Western Stora<te Tank & Pumn Station 5130.000.00 5 UO 000.00 wwrp Rehab/Renlacement 53000000.00 53 000 000.00 56 000.000.00 2.5 MGD Wastewater Treatment Plant 51.000.00lJ.00 57 500 000.00 56.500.000.00 515.000.000.00 SE Service Area Reclaimed Imnrovements S350.000.00 55.000.000.00 55 350000.00 ART wells 17 18 1920 51 210 9.\1.00 51210931.00 Aerator and stairwau renlacement 5200.000.00 5200000.00 Claricone Paintin<t 5100000.00 5100000.00 Renlacement of 2" Water Lines 540.000.00 S40.000.00 Western Reclaimed Water Main Extension 5350000.00 53 500.000.00 S3 850000.00 Slinlinin<t exisitn<t nines-Wildwood Subdivision 525.000.00 S30000.00 S30.000.lJO 5210.000.00 S295.000.00 Eastern Shores Pro'ect S96.750.00 596.750.00 Environmental Services Totals $2.378.831.00 $6.305,000.00 $13.370,000.00 $8.150.000.00 $7 .460.000.00 $37 .663,831.00 LEISURE SERVICES. Vehicle Renlacement S25.000.00 S68.000.00 S30.000.00 S 148000.00 S271 000.00 Animal Shelter 5250 000.00 5250000.00 Hawks Park Amnitheatre 5183 175.00 SI83175.00 Kennedu Park Rennovations S255 000.00 5290000.00 S545 (JOO.OO DO<T Park S50000.00 550.000.00 Man<To Lake Park S500 000.00 $500 000.00 Harner I -inuid Cooled Dewees Slone Mower S25.000.00 $25 000 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 Renlacement 565 000.00 565.000.00 Fleet Fuel Tank Renlacement 5125000.00 S 125 000.00 30th Street Sidewalk 5157.716.00 5157.716.00 Road RenavinO" 5335 272.00 5450000.00 5475000.00 5500000.00 5500000.00 52260272.00 Public Works Totals $617,988.00 $515.000.00 $475.000.00 $500.000.00 $500.000.00 $2.607.988.00 All Pro' ects Totals $4.074.610.00 $7 ,482.000.00 $14,347.000.00 $8.766.000.00 $9,385.000.00 $44,054.610.00 Source: City of Edgewater Planning Division, 2008. 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 CDSG 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 Stormwater 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 Stormwater 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% BGeneral Fund IIIWater 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 .' c Z ::J zl&. jt; o.W ~1-C3 irffig: O::E...J ...JW<I: 1&.>1- ffi~n: 1-0.<1: <I:::EO ~::i~ Cli!~ fi}n:g I&. <I: 0: 001- ~o:~ _~O 0>-0 W...J ><1: U:ffi Z W Cl "'-lOOOOOO"""OM ;:-;::-SOOOlOCOOOaOM w,.....ooaOONOCD co..-ooao,.......-ooaoc.c ~.-aooooU')o ~CX)oooo,...,....oooo..- .. ,.....-rioocidLri..olll <D .. 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Ola. e: en ~2?CI) -ow ~.cl/) Ol (J) ~ ~E..J E2~ g.gJo (J)W", 00 0.... ~M <0<0 cici coco 1010 J,J, 10 10 1010 1010 row oq-oq- oq-oq- City of Edgewater COMPREHENSIVE PLAN CAPITAL IMPROVEMENTS ELEMENT EFFECTIVE MARCH 2002 TBD CITY OF EDGEWATER COMPREHENSIVE PLAN CAPITAL IMPROVEMENTS ELEMENT CHAPTER IX CAPITAL IMPROVEMENTS ELEMENT TABLE OF CONTENTS INTRODUCTION ................................................................................................................... 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. Transportation... ....... ......................................... ................................ ............................ 1 2. Sanitary Sewer. .......... .............................. ....... .................... ............... ........... ......... ......... 1 3. Potable Water....... ...... ............................ ....... ................... ............................ ....... ........... 1 4. Solid Waste Disposal............................. .......... ................ ....................................... ....... 2 5. Stormwater 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. Transportation ........... ... ....... ...... ........ ....... ........ ............... ............. ................ ........... ...... 6 7. Sanitary Sewer. ....... ......................... ...... ................ ........ ......... ........ ................................ 6 8. Potable Water .................... ......... ............... ....... ......... ........ ..... ......... ............ ..... .............. 7 9. Solid Waste ..... .......... ............... ..... ................................ ....................... ........................... 7 10. Stormwater Drainage... .................. ....... .............. ....... ................................. ................... 7 11. Recreation....... ............................. .......... ....................... ........ ..... .......... .......................... 7 D. GOALS, OBJECTIVES, AND POLICIES ......................................................................... 8 LIST OF TABLES Table 1 - 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 -1- Level of Service Standards LIST OF FIGURES Figure 1 - Federal Grant Agencies and Program Titles LIST OF MAPS Map IX 1 Ceneral 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-1 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 V olusia 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 P-!r:tn Plant Suroey, prepared every five years by the State Department of Education in accordance with Florida Statutes. The last survey was completed in late 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 expected to begin dc.rclopment in approximately {i'/e (5) ycars 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 EDGEW A TER COMPREHENSIVE PLAN CAPITAL IMPROVEMENTS ELEMENT TABLE 1 City of Edgewater Capital Improvement Selledule Fiseal Years Ending 2902 2906 CENERI.L: Ne'N City Hall $ SQO,OOO $ 2,Ooo,QOO $ 2,SOO,OOO Ceatfal Tolals $ SOO,ooO $ 2,000,000 $ 2,SOO,OOO PUBLIC SA.FETV: (FirelReseue) $ 238, 703 $ 2aO,837 $ 199,S10 AU; :'oppamtus at Re'// SlatiOR $ 2(lO,OOO $ ]90,000 $ 390,000 ,~ $ 32,100 $ 3::!,100 Replaee Militarj Brush True], $ 81,113 $ 81,113 " $ 29,705 $ 29,70S Puhlie Safely Tolals $ $ 238,703 $ 2a2,I05 $ 271,113 $ 2aO,837 $ ] ,Q3a,058 DRAINACE: CORlIuet City ',vi lie Sloml',vater MaRagell1eRt S)'fitem .''oRalysis aRlIlmJlril'/emeRt Stully $ 12Q,ooO $ 120,OQO ImplemeRtalioR of imJlfOVemeRIs iR Slomtwater Masler PlaR $ 75,QQO $ 75,OQO $ 75,000 $ 7S,OOO $ 3 QO,OOO CORlIuet imprOyemeRIS to GartJerlly System ChaRRel G2 $ ]80,000 $ ] 80,000 $ 3aO,Ooo MaiRtaiR existiRg strueture iR I 81h SI. ChaRRel E] $ S,OOO $ S,OOO $ S,OOO $ S,OOO $ S,OOO $ 2S,OQO MaiRtaiR existiRg struetlJre iR 181h SI. ChaRRel E1 $ S,OOO $ S,OOO $ S,OOO $ 5,000 $ S,OOO $ 2S,OOO MaiRtaiR existiRg strueture 1 18th SI. ChaRnel Ea $ 5,000 $ S,OOO $ S,OOO $ S,O()O $ S,O()O $ 25,000 DFltiRa $ ]3S,OOO $ 90,()00 $ 9(),OOO $ 270,O()O $ 279,QOO $ 855,OQO &\."'IITARV SEWER: $ 2,OQO,Qoo $ 2,ooO,OOQ Westem SeF\,iee ",rea CelleelieR & TFlIRsmissioR System $ nS,()O() $ 77S,QOO $ ]oo,O()() $ I ()Q,()()() $ 100,000 $ ] ()Q,OQO $ ]OO,QOO $ SQO,OOO $ ]Q(),900 $ 2,87S,Qoo $ IOQ,QOQ $ ] 00,000 $ ]OQ,9oo $ 3,27S,09Q POTABLE W/.TER: New 'oVells $ 3S9,QOQ $ 350,Qoo SR 112 Water System Upgralle $ 759,QQO $ 750,Qoo SelJthem seryiee ar-ea grBllRlI slomge taRk $ SOO,OOO $ 50Q,QQO Polahle Water TotttI $ 750,000 $ $ 359,000 $ 5QO,OOQ $ $ 1,609,000 PARKS & RECREA TlONI CORstruet Baseball/Softball tield5IHa'.v1,s Pari, $ S09,OOO $ 500,000 CORstruet CeRservalieR ar-ea! Ha'.\ ks Park $ 2S,OOO $ 2S,OOO CeRstruet Ampl1itfleel-er $ 1S,OOO $ 1S,Ooo ... $ 75,000 $ 7S,OOO $ ]SO,OOO , $ 1S0,OOO $ 1S0,OOO Develop elJltlJml aRlI arller-etuRl Park $ 250,QOO $ 2S0,OOO PlJFehase laRd for Ralur-e pari, $ 100,000 $ too,QQO $ ] SO,OOO $ 3S0,OOO I..... $ 2QO,QOQ $ 2QO,OOO ReRo'/atioR ofKeRRelly Parl, $ 37S,Ooo $ 375,000 $ 750,000 AdditioRallleat mmps Memanl May Park $ ISO,Ooo $ 150,000 Parks aRlI Reereatioa Totals $ ],t20,OQO $ 12S,Q()O $ 225,OQ9 $ 37S,OOO $ 725,QOQ $ 2,870,OQO All Projeels Totals $ 2.I05,OO9 $ J,li28, 703 $ 1,027,105 $ 1,519,113 $ 1,J55,8J7 $ 9,liJli,OS8 Souree: City of Edge...,gler PlaRRiRg Di'.'isioR, 29Q] IX-3 Table 1 City of Edgewater Capital Improvement Schedule Fiscal Years Ending 2009-2013 ProJCCI FIscal Year Total 2008-2009 2009-2010 2010-2011 2011-2012 2012-2013 FIRE DEPARTMENT Vehide Renlacement 5206 000.00 5300 000.00 5350 000.00 5~00 000.00 $ 1.056 000.00 12 Lead/ EKG Monitor S25 000.00 525.000.00 Genisis Extrication Tool System S30.000.00 $30 000.00 Self Contained Breather Annaratus 5100000.00 S1 00000.00 Fire Dent. Totals $206.000.00 5300.000.00 5350.000.00 530.000.00 5325.000.00 51.211.000.00 POLICE DEPARTMENT' Vehicle Renlacement S 1 03.61 G.OO 5112000.00 $84.000.00 S56.000.00 S112.000.00 5467616.00 Police Station Land Acnuisition S80.000.00 580 000.00 Radio System Renlacement $200000.00 5200000.00 Police Dent. Totals $183,616.00 5312,000.00 584,000.00 556,000.00 5112,000.00 $747,616.00 ENVIRONMENTAL SERVICES, Vehicle Renlacement 5209.750.00 5410.000.00 5770.000.00 5620 000.00 5750000.00 S2.759.750.0(J Wastewater Slin linin!> $200.000.00 S200 000.00 Bar Screen WWTP $ 120000.00 5120 aoo.oo SE Service Area Desicm & Construction $101 400.00 52 000 000.00 52 101 400.00 Retrofit Lift Station 1 2 13 S70.000.00 S4U.000.00 S70000.00 5180000.00 (2) 25 I-IP Comnressors w\VfP 530.000.00 S.~O.OOO.OO Western Stora{!e Tank & Pumn Station 5130000.00 S I jOOOO.OO WWIlJ Rehah/Renlacement $3 000.000.00 53 000 000.00 S6 000 000.00 2.5 MGD Wastewater Treatment Plant 5 I 000.000.00 S7.50000u.OO %.500 OOU.OO S 15000000.00 SE Service Area Reclaimed Imnrovcments 5350 000.00 55.000.000.00 55.350000.00 ART wells 17 181920 S1 210931.00 51.210931.00 Aerator and stairway renlacement 5200 000.00 $200000.00 'Iaricone Paintin!> $ I 00 000.00 5100000.00 RenJacement of2" Water Lines 540.000.00 540.000.00 Western Reclaimed Water Main Extension 5350000.00 53500000.00 $3 850 000.00 Slinlininl' exisitnl' nines-Wildwood Subdivision 525 OOU.OO 530.000.00 530.000.00 5210 000.00 5295000.00 Eastern Shores Proiect 596.750.00 596 750.00 Environmental Services Totals $2.378.831.00 56.305.000.00 513.370.000.00 $8.150.000.00 57 .460.000.00 $37 .663.831.00 LEISURE SERVICES' Vehicle Renlacement S25.nOn.00 S68.000.00 S.,O.OOO.OO S148.000.00 S271 000.00 Animal Shelter S250 non. 00 5250000.00 Hawks Park Amnitheatre SI83 175.00 5183 175.00 Kennedv Park Rennovations 5255 000.00 5290 000.00 5545000.00 Do" Park 550.000.00 S5n.OOO.00 Man!7o Lake Park S500 000.00 5500000.00 I-lamer Liouid Cooled D"wees Slone Mower 525 000.00 525 000 Parks and Recreation Totals 5688.175.00 $50.000.00 568.000.00 530.000.00 $988.000.00 51.824.175 PUBLIC WORKS: Vehicle Ren\acement 565000.QO 565 OOO.OQ Fleet Fuel Tank Renlacement 512500n.00 5125 ooo.on 30th Street Sidewalk 5157716.00 5157716.00 Road Renavinl' S335 272.00 S450000.00 5475000.00 5500 000.00 5500000.00 52 260 272.00 Public Works Totals $617.988.00 5515.000.00 $475.000.00 5500.000.00 $500.000.00 $2.607.988.00 All Pro;ects Totals $4.074.610.00 $7 .482.000.00 $14.347.000.00 58.766.000.00 $9.385.000.00 544.054.610.00 Source: City of Edgewater Planning Division, 2008. I _ Table 2 _ I 2009-2013 Vol usia County School District Five-Year Work ProQram f----- New Construction 2008-2009 2009-2010 2010-2011 2011-2012 2012.2013 -- *Euclid Ave. Alt Ed-Replacement 300,000. 3,500,000 350,000 *Marks, George Elm-Replacement School _ __ __ __>-- _____1 ,58Q~ ____ ___ 22,300,000 New Elm "A" Relieve Cypress Creek, Horizon, Chisolm 1,210,000 *New Elm "Z" Relieve George Marks, Woodward, Starke _= ~~Q40,oQW--_~ ,890,OOQ. ===-~~ _-=__ u_ ~==-~___ _________ New Elm "C" Relieve Pathways, Pine Trail =-r- 1,210,000 New Elm "0" Relieve Timbercrest, Volusia Pines, Oeltona Lakes ----,---- --- -- --22 000660 2400000 ---- New Elm "F" Relieve Orange City, Manatee Cove, Oebary 2,1 OO,ooot---- _ t-------l---'-- _____u~= --- *New K-8 "FF" Relieve New Smyrna Mid, Indian River, EdgewatSr --------! ---- --- -- - 1--- ---1,800]00 - ------ ---- ---~]OO,OOO New Mid "HH" Relieve Heritage, Galaxy-~ -- --------T -- -- ----r----------- ---1 ,800,000 -------- .Ormond Beach Mid-Master Plan Phase II ---- - - 1-24,87o,000r-----2,000]60-------~--------- Total New Construction 21,440,0001 30,260,000 27,730,000 4,200,000 64,220,000 I Maior Proiects at ExistinQ Schools and Facilities .Chisolm Elm- Additions/Remodeling Oeltona HS-Reroof Campus Oeltona Lakes Elm- Chiller S~stem Bid 8 & 9 Discovery Elm-HVAC I Enterprise Elm-Classroom Addition Indian River Elm-Classroom Addition New Smyrna Bch Mid- Doors, Restrooms Pine Ridge HS-HVAC Bldg 5 Pine Trail Elm- HVACI Portables-Lease _ Portables- Move and Compliance Sea breeze HS- Renovate Bldg 7 & Air System 1 st Floor Southwestern Mid-Additions Sunrise Elm-Classroom Addition *Westside Elm-Additions Various Schools-Minor Projects Various Facilities-Facilities Review Projects Total Major Projects at Existing Schools and Facilities I Facilities Management Facilities Management-Various Projects Technology I Network, EOP & Communications Equipment System Wide Equipment and Vehicles Various Schools & Departments Furniture and Equipment Total Equipment and Vehicles Buses I Transportation Oept- Bus Replacement 1,150,722 3,548,028 Transfers I I _______ _______1-_ Transfers- Debt Service L_~,6~,25~! _ 53~iQ8, 170. - 53,411,985 _ Transfers-Equipment Leases & Property Insurance __ _ ~ ~262,~?Q 1__ __ ~~2,3~Q __ _____ 662,350j Transfers-faintenance ------- ---i- ..!~,~O?,QQQj_ .1-,,!,305.QQQ,__ __14,305,000.,_ Totals I 133,943,6901146,496,040 139,449,955 3ouree: Volusia County School District, Work Program Adopted 09/16/06 '*=Projects on approved Sales Tax List I -------- - ----- -j-- 2,500,000 400,000 _922,000 j_2,8~~:~0_0 ____ __ ____ ________ __ ____ _ 4,100,000 I _ ______ _________ __ ---- -------- },238,00o. _~,OOO 610,000 ~Q!..OOO 7,000,000 50Q~ __ -- ----------- 1,500,000 5,200,000 1,400,000 1,200,000 1,000,000 900,000 800,000 _ __714,00.9.____ 69Q!pgQ 1_ 640,000 590,000 540,000 ---- -~-~-I~-- -~~:::::-; -~~7~~:~O(/-~=~- ~~~:~~~C-};060,00o.~~=~ ~_OO,OOO --------r-u-----------+- ---- -----..--..- --------=-= ------- ---------- 1-___ ____ __;______ n____.J.,007_~ ___ 80,000 J 1,200,000 L 1,300,000 1,400,000 1 ,50Q~ 1,600,000 -1--13,761;4451-10,000,000 -- 10,000,000 --mOOO,OOO----- 10,000,000 27,175,445 28,150,000 21,120,000 19,497,000 13,520,000 ---- ------ 3,650,289 _...l,?59!.?~ 3,872,592 3,988,770 4,108,433 --f--~~g?-'-~~~- ~~OOO,QQ.Q _ n 12,000,000 __u __ 12!QOO,000 ____..1?!OOO,OOO --___ __n_____ u______n______ 2,781,002 .. 2,800,000 2,800,000 2,800,000 2,800,000 2,781,002 2,800,000 2,800,QQQ _J,80_~ __ __~,~OO,OOO 5,088,615 6,566,572 53,410,211 56,280,590 662,350 662,350 .1i,305,000_____1i,305,000 115,951,946 174,462,945 CITY OF EDGEWATER COMPREHENSIVE PLAN CAPITAL IMPROVEMENTS 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 should be noted that the projects in Table 2 include capital improvements mentioned in the Infrastructure Element of the City's CP which were not finalized at the time this clement was completed (September, 1988). These projects include the pa';ing and drainage impro-.-ements to be conducted in thc Florida Shores arca, a wastewater Reuse Distribution System for effluent disposal, Plorida Shores Water System Impro-;ements fDr fire protection, and 'X'estern Water Treatment Plant/Wdlficld Land f1cguisition 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 $24.517.757 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 ~ 5.90 mills. The expected tax yield for fiscal year ;!OO+ 2009 is $2,527,588 $5.554.095 from a tax base (adjusted taxable value) of $112,505,001 $980.595.906. A level of assessment of 96% is currently 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 ;!OO+ 2009 is estimated to be approximately $7,732,031 $12.764.840. 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 2eGf 2009, the sum of $2,170,338 $3.409.156 is expected to be generated by these fund sources. IX-6 CITY OF EDGEWATER COMPREHENSIVE PLAN CAPITAL IMPROVEMENTS ELEMENT . d. Franchise Fees The City currcntly charges a franchise fee (based on the applicable gross rc-;enues charged) for utility services which arc pro-J"ided by private com.panies within the City. The utility seL\-ice and franchise fee for each respective type of scrvicc arc: (i) Electric Scrvicc 6%; (ii) Telephone Service 1%; (m) Solid Wastc Collection Servicc 1%; (i-;) Natural Cas SeL\-icc 6%; and (v) Cable Tele-;ision Scrvice 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 ':h9 1% of the City's General Fund revenues are generated from this source. For fiscal year ~ 2009, it is anticipated that $673,400 $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 ~ 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 EDGEW A TER COMPREHENSIVE PLAN CAPITAL IMPROVEMENTS ELEMENT CURRENT STATUS: The City currently 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 directly 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 currently 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- ~ ~ General Storm water 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. IX-8 CITY OF EDGEW A TER COMPREHENSIVE PLAN CAPITAL IMPROVEMENTS ELEMENT Listed below are several types of bond issues available to the City. 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 currently 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 directly 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- i?:OO5 2012- 2006 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 $b,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 $425,000 $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}% 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 -10 CITY OF EDGEWATER COMPREHENSIVE PLAN CAPIT AllMPROVEMENTS 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.v'c 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 from 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 $123,000 $77.000 which amounts to .+.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;900 $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 Liccnse fees 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 License Fees: b. County Business Tax Receipt Fees: ~ VOCA Grant d. Street Light Maintenance e. Other Transportation f. PS Manatee Mitigation $9;OOG $5.000 $~ $15.000 $36.000 $24.665 $37.145 $5.1 00 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 IX-12 CITY OF EDGEWATER COMPREHENSIVE PLAN CAPITAL IMPROVEMENTS ELEMENT 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 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 EfY;llonmental Regulation (DER) under the State Rc;olving Loan Program for funding wastewater infrastructure impro-;ements. The City has recei-,red $25,809,128 in low interest loans to fund wastC\vater treatment plant impro-,'ements, collection facilities, and dechlorination facilities. }.dditionally, the City has received a grant from the FRDAP 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 for improvements to upgrade the Southeast V olusia YMCA to a shelter. Finally, in conjunction \'vith the 1988 Solid Waste Management Act (S\X'~U.), V olusia County recei-;ed 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 V olusia County Recycling and Education Crant amounted to $6,905 for 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. an ECHO grant in the amount of $83.175 for the Hawks Park Amphitheater. as well as a grant from Housing and Urban Development (HUD) in the amount of $87.461 for street repaving. The City's Stormwater Fund has received a grant in the amount of $96.750 from Florida Department of Transportation (FDOT) for Eastern Shores stormwater improvements. IX-13 CITY OF EDGEWATER 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 (DFR) 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 (FOOl) 5-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 FOOT. Plans for the improvement of some of these roadways may be included in the before mentioned 5-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 FOOT, 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 FOOT 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-5, 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-15 CITY OF EDGEW A TER COMPREHENSIVE PLAN CAPIT ALIMPROVEMENTS 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 galloo3 per capita per 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 2S-year/24-hour storm event) Potable Water: 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 (Volusia 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 S acres/l,OOO persons 1 field/4,000 persons 1 court/S,OOO persons. 1 court/3,SOO persons 1 court/4,000 persons 1 facility /30,000 persons 1 field/4,000 persons 1 court/1,SOO persons 1 court/l0,000 persons 1 court/S,OOO persons 1 ramp/4,700 persons 1 mile/4,000 persons 1/14,000 persons 1/15,000 persons N/A rX-16 CITY OF EDGEWATER 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 eIE 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 CIE. The first 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 9J-5, F.A.C. Infill development location and timing may be affected and controlled through the use of impact fees. This is because in fill development usually occurs in those areas having capital facilities with excess capacity. If the local government chooses not to recover tlle costs of capital facilities in underutilized service areas, infill development may be encouraged by the absence of impact fees on developments proposed within those areas. CURRENT STATUS: The City currently has impact fee ordinances for plw,dding water, wastewater and recreation scrvices. Additionally, as of j\pril 1, 2001 the City will require impact f-ccs f'Or Fire and Rescue serviec:,. The City currently has impact fee ordinances resolutions for providing water. wastewater. recreation. Fire and Police services. IX -17 CITY OF EDGEW A TER COMPREHENSIVE PLAN CAPIT ALIMPROVEMENTS ELEMENT 4. ~ Utility Service Areas The delineation of ttt:baft 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, ttt:baft 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 t::tfflaft 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 from 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 EDGEWATER 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 - 1 9 CITY OF EDGEWATER COMPREHENSIVE PLAN CAPITAL IMPROVEMENTS ELEMENT CURRENT STATUS: The City currently requires mandatory dedications of land 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 moratorium will 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, entitled "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 :root 2009 2002 2010 2003 2011 2004 2012 2005 2013 200i Adjusted taxable income $ 442,505,001 $ 459,0911,939 $ 476,315,149 $ 494,176,967 $ 512,7011,603 $ 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 ~ 5.900 per $1,000 of taxable property value. , which is higher than the current budgeted rate of 5.95 fDr fiscal yeat' ~ Tax Base 200t 2002 2002 2Q1ll ~2lill ;wG4 2Q12 ;!005 2!!U 2006 Ad Valorem Tax Yield $2,527,589 55.554.095 $2,622,373 55.nO.718 $2, nil, 712 5~ $2,822,739 56.069.110 $2,928,592 56.251.183 $3,1l38, i11 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 CAPIl ALIMPROVEMENTS ELEMENT TABLE 3 REVENUE PROJECTIONS AFFECTING CAPITAL IMPROVEMENTS :lOOt 2009 2002 2010 2003 2011 2004 2012 200S 2013 200i FUND General Fund Ad Valorem $ 2,527,589 $ 2,622,37J $ 2,720,712 $ 2,1l22,7J9 $ 3,031l,414 $ 3,03S;4t4 $ 5,554,095 $ 5,720,718 $ 5,892,340 $ 6,069,110 $ 6,251,183 Franchise Fees $ 67J, 400 $ 685,1 115 $ 697, 175 $ 709,376 $ 7J4,421 $ 7J4,421 $ 1,003,256 $ 1,033,354 $ 1,064,354 $ 1,096,285 $ 1,129,173 State Shared Revenues $ 1,785,000 $ 1,9~ $ 2, 159,850 $ 2,375,835 $ 2,874,760 $ 2,1l74,760 $ 1,396,000 $ 1,437,880 $ 1,481,016 $ 1,525,447 $ 1,571,210 Utility Tax $ 1,397,000 $ 1,578,1310 $ 1,783,829 $ 2,015,727 $ 2,573,8!l2 $ 2,S73,882 $ 1,746,410 $ 1,798,802 $ 1,852,766 $ 1,908,349 $ 19,695,600 Other $ 2, 170,338 $ 2,387,926 $ 2,615,034 $ 2,851,052 $ 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 $ 9,237,594 $ 9,9713,600 $ 10,774,729 $ 12,567,643 $ 12,567,643 $13.547.547 $13.953.974 $14,372.593 $14.803.771 $15.247.884 Enterprise Funds: Wastewater $ 2, 133,500 $ 2,240, 175 $ 2,352, 1 114 $ 2,469,793 $ 2,S93,283 $ 2,722,947 $ 4,714,322 $ 3,914,000 $ 4,031,420 $ 4,152,363 $ 4,276,933 IN'.^' Spec. Assoss $ 1,850,000 $ 1,85Q,OOQ $ 1,8S0,000 ~Q,OOQ $ 1,850,000 $ 1,8S0,000 Reclaimed $ 413,170 $ 425,565 $ 438,332 $ 451,482 $ 465,026 Solid W3sto $ 1,281,531 $ 1,307,162 $ 1,333,395 $ 1,3S9,971 $ 1,387, 170 $ 1,414,914 Refuse $ 2,979,046 $ 3,068,417 $ 3,160,470 $ 3,255,284 $ 3,352,943 Water $ 2,929,000 $ 3,104,740 $ 3,291,024 $ 3,488,486 $ 3,1397,795 $ 3,919,663 $ 4,714,322 $ 3,914,000 $ 4,031,420 $ 4,152,363 $ 4,276,933 Stormwater $ 878,835 $ 913,91l8 $ 950,S48 ~~ $ 1,028,113 $ 1,069,237 $ 1,067,601 $ 1,096,024 $ 1,128,905 $ 1,162,772 $ 1,197,655 Net Bond Proceeds $ 2,00Q,OOQ $ 8,070,000 $ 7,500,000 $ 6,500,000 Rocl3imod Water Loan $ 1,000,000 beaR Subtotal $13.888.461 $12.418,007 $20.860.547 $20.674,263 $20,069.491 Total Revenues $ 29, 179,S20 $ 27,891,251 $ 29, 730,262 $ 31,706,277 $ 33,829, 775 $ 3131,112,047 $27 .436,008 $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 EDGEWATER COMPREHENSIVE PLAN CAPIT ALIMPROVEMENTS 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 the 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 (ui) 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 20M 2009 2002 2010 FUND General Fund Annual Capital Expenditures $ $ 350,000 $ 350,000 $ 504,507 $ 1,177,000 $ $ $ CIE Projects Enterprise Funds Annual Capital Expenses '.^l3stow3ter -Watef Water/Sewer Refuse $ 75,000 $ ;;10,000 $ 2,120,931 $ 100,000 $ 209,633 $ 20,000 $ 96,750 $ 2,931,821 $ 75,000 $ $ 30,000 $ $ 5,928,000 $ $ 100,000 $ $ 352,000 $ $ 20,000 $ $ 25,000 $ $ 7,482,000 $ Stormwater Total Expenses Cli Projects W3stew3tor -Watef Stormw3tor $ 100,000 $ $ 135,000 $ 810,000 $ $ 575,000 $ $ 2003 2011 2004 2012 2005 2013 2006 350,000 $ 977,000 $ 863,703 $ 977,000 350,000 $ 350,000 $ 350,000 616,000 $ 1,925,000 987,105 $ 1,649,413 $ 2,985,8;;17 75,000 ;;10,000 12,960,000 100,000 380,000 20,000 30,000 14,347,000 $ 75,000 $ dO,OOO $ 8,045,000 $ 100,000 $ 75,000 $ 20,000 $ 30,000 $ 8,766,000 $ 75,000 $ $ ;;10,000 $ $ 7,010,000 $ 100,000 $ $ 240,000 $ 20,000 $ $ 210,000 $ 9,385,000 75,000 dO,OOO 100,000 20,000 2,875,000 $ 100,000 750,000 $ 350,000 90,000 $ 90,000 4,95;;1,703 $ 2,102,105 $ 100,000 $ $ 500,000 $ 270,000 $ 3,094,413 100,000 $ 270,000 $ 3,930,837 IX-24 CITY OF EDGEWATER COMPREHENSIVE PLAN CAPIl AL 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 2004 2009 2002 2010 2003 2011 2004 2012 2005 2013 2006 FUND General Fund Special Assess. $ 911,:HO $ 911,370 $ 911,370 $ 911,370 $ 911,370 $ 911,370 $ 900,349 $ 900,349 $ 478,320 Enterprise Funds Wastewater State SRF Loan $ 1,1111,438 $ 1,1111,438 $ 1,1111,438 $ 1,1111,438 $ 1,1111,4311 $ 1,1111,438 $ 1,811,438 $ 1,811,438 $ 1,811,438 $ 1,811,438 $ 1,811,438 Water Other Outstanding Debt $ 1,067,987 $ 1,069,1113 $----1,(l6~ $----1,(l~ $----1,(l~ $---+,(l~ $ 1,367,687 $ 1,366,813 $ 1,368,262 $ 1,368,262 $ 1,368,262 Storm water Other Outstanding Debt $ 379,530 $ 377,530 $ 375,530 $ 3n,530 $ 371,530 $ 369,530 $ 387,835 $ 387,835 $ 164,641 The debt service to fund the enterprise component of the ClP 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% $112,505,001 $980.595.906 $ 3,318,788 $7.354.469 IX-25 CITY OF EDGEWATER 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 ~ 2003 2011 2004 2012 2005 2013 2006 FUND General Fund $ 3,546,615 $ 3,97d,946 $ 9,422,643 $ 9,393,775 $ 10,338, 464 $ 10,907,887 $ 13,043,048 $ 13,026,614 $ 13,417,412 $ 13,819,935 $ 14,234,533 Enterprise Fund Water/Wastewater $ d,023,572 $ 3,210,286 $ J,402,903 $ 3,607,073 $ 3,32J,502 $ 4,052,913 $ 9,841,814 $ 10,137,068 $ 10,441,180 $ 10,754,416 $ 11,077,048 Refuse $ 1,157,521 $ 1,192,247 $ 1,223,014 $ 1,264,354 $ 1,302,300 $ 1,341,384 $ 2,769,413 $ 3,068,417 $ 3,160,470 $ 3,255,284 $ 3,352,943 Stormwater $ 422,305 $ 464,536 $ 510,989 $ 562,088 $ 613,297 $ 630,126 $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 EDGEW A TER COMPREHENSIVE PLAN CAPIT ALIMPROVEMENTS ELEMENT TABLE 7 FISCAL ASSESSMENT NO.1 FUND 200t 2009 2003 WJl 2003 2011 2004 2012 ~ 2013 2006 GENERAL FUND REVENUES $ 9,55:1,527 $ 2:17,593 $ 9,976,601 $ 10,774,729 $ 11,6;16,707 $ 12,567,644 $ 13,547,547 $ 13,850,973 $ 14,266,503 $ 14,694,498 $ 15,135,333 EXPENDITURES $ 9,807,985 $ 10,245,;116 $ 11,;157,716 $ 12,152,250 $ 1 ;1,;109,247 $ 15,155,094 $ 13,547,547 $ 13,850,973 $ 14,266,503 $ 14,694,498 $ 15,135,333 BALANCE $ (254,458) $ (1,007,723) $ (1,;181,115) $ (1,;177,521) $ (1,672,540) $ (2,587,450) ENTERPRISE FUND WATERlWASTEWATER REVENUES $ 8,912,500 $ 7,194,915 $ 7,49;1,208 $ 7,808,279 $ 8,141,078 $ 8, 492,61 0 $ 9,841,814 $ 10,137,068 $ 10,441,180 $ 10,754,416 $ 11,077,048 EXPENSES $ 11,012,697 $ ;11;1,5;17 $ 1,012,603 $----7,{le+,844 $ 7,428,000 $ 7,1;17,411 $ 9,841,814 $ 10,137,068 $ 10,441,180 $ 10,754,416 $ 11,077,048 BALANCE $ (2,100,197) ~ $ (2,519,;195) $ 746,435 $ 71;1,078 $ 1,:155,199 REFUSE REVENUES $ 1,281,531 $-+,J~ $ 1 ;1;1,305 $ 1,359,971 $-+,J~ $ 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,:128,014 $ 1,364,854 $ 1, 402,800 $ 1,441,881 $ 2,979,046 $ 3,068,417 $ 3,160,470 $ 3,255,284 $ 3,352,943 BALANCE $ 24,010 $ 14,915 $ 5,291 $ (4,883) $ (15,630) $ (26,970) STORMWATER REVENUES $ 878,835 $ 913,988 $ 950,518 $ 988,570 $ 1,028,113 $---+,{)~ $ 1,444,601 $ 1,067,601 $ 1,099,629 $ 11,132,618 $ 1,166,596 EXPENSES $ 821,835 $ 997,066 $------We,MQ $ 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 $ (8J,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 EDGEWATER COMPREHENSIVE PLAN CAPIT AllMPROVEMENTS ELEMENT Supplemental funding is provided by the fees collected by the various departments from the persons directly 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 2001- 2009 2002 2010 2003 2011 2004 2012 2005 2013 2-006 Result of one-half mill increase $ 2, 739,991 $ 2,842,741 $ 2,949,343 $ d,059,9H $ d,174,692 $ d,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 achievement of an economically feasible comprehensive plan. General Fund: As shown in Table 7, the General Fund is projected to have revenue shortfalls a balanced budget during 2001 2006 2009-2013. This is largely due to the capital impro'vement projects that arc planned during the next fiye years. In order to balance the projected revenue and cxpcnditure streams within thc Gencral Fund, the following changcs in funding stratcg1cs will bc implemcntcd: 1. Increase the ad valorcm tax assessmcnt only if neccssary to fund indi'vidual ycars; 2. Usc appropriated rcscrvc trust for lands, parks and opcn spacc to fund capital impro'vcmcnts, as wcll as other fund balanecs rcscrvcd for capital improvcmcnts, cxtcnsions and invcntories; IX-28 CITY OF EDGEWATER COMPREHENSIVE PLAN CAPITAL IMPROVEMENTS ELEMENT 3. ~~~l~~cnt a transportation impact fee (in addition to the current CmilltT fce) pOMce/ fire impact fee in fiscal year 2001; 4. Apply for -Juious gnnts from state agencies to assist with -;anous projects; and 5. Carry foru;ard or use unreserved fund balances as revenues. and a Enterprise Pnnd: Similar to the Geoeral ""od, the Ent~ri'~ Fond i, 'ho,,::g ==::~~ ~~~ ~~ !~a~~ 2001 2006. These revenue shortfalls arc primarily duc to the I~p--'------- ~_ _ _ expansion of the CIty'S wastewater treatment and disposal faeilitics, reclaImed facilities and water plant impro-;ements. 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: W }~STE'X'j\ TER: STORMW A TER: 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; 2. Obtain short term financing via low interest loans; 3. Carry forward any unexpected funds as revenue. SOLID 'X'f.STE: 1. Use appropriated retained earnings reserved fDr eqUlpment purchases and other unreserved retained to fund impro';ements; 2. Carry fDrward any unexpcnded funds as revenues. W}. TER: 1. j\pply for various grants from state agencies to assist with ';arious projects; and 2. Obtain short term financing -;ia low interest loans; and 3. Carry for~'ard any unexpended funds as rev'enue. 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 optimal times IX-29 CITY OF EDGEWATER COMPREHENSIVE PLAN CAPITAL IMPROVEMENTS ELEMENT for cost 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 (i.e. construct water/sewer services 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. TABLE 8 FISCAL ASSESSMENT NO.2 FUND 2OOt- 2009 2002 2010 2003 2011 2004 2012 2005 2013 GENERAL FUND REVENUES $ 9,807,985 $ 10,245,316 $ 11,d57,716 $ 12, 152,250 $ 13,d09,247 $13.547.547 $13.850.973 $14.266.503 $14.694.498 $15.135.333 EXPENDITURES $ 9,807,985 $ 10,245,316, $ 11,357,716 $ 12, 1 82,250 $ 1 d,309,247 $13.547.547 $13.850.973 $14.266.503 $14.694.498 $15.135.333 BALANCE $ $ $ $ $ ENTERPRISE FUND W A TERIW ASTEW A TER REVENUES $ 11,012,697 $ 7,194,915 $ 10,012,603 $ 7,808,279 $ 8, 141,078 $ 9,841,814 $ 10,137,068 $ 10,441,180 $ 10,754,416 $ 11,077,048 EXPENSES $ 11,012,€l97 $ 6,313,537 $ 1,012,603 $ 7,061,844 $ 7,428,000 $ 9,841,814 $ 10,137,068 $ 10,441,180 $ 10,754,416 $ 11,077,048 BALANCE $ $ 881,378 $ $ 748,435 $ 713,078 REFUSE REVENUES $ 1,281,531 $ 1,307,162 $ 133,305 $ 1,364,854 $ 1,402,800 $ 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 $ 1,384,854 $ 1, 402,800 $ 2,979,046 $ 3,068,417 $ 3,160,470 $ 3,255,284 $ 3,352,943 BALANCE $ 24,010 $ 14,915 $ 5,291 $ $ STORMWATER REVENUES $ 878,835 $ 997,066 $ 9ge,519 $ 1 ,048,618 $ 1 ,279,827 $ 1 ,444,601 $ 1 ,487,939 $ 1 ,332,577 $ 1,182,577 $ 1,197,457 EXPENSES $ 821,835 $ 997,066 $ 9ge,519 $ 1,045.618 $ 1.279,827 $ 1 ,444,601 $ 1 ,487,939 $ 1 ,332,577 $ 1.182,577 $ 1,197,457 BALANCE $ 57,000 $ $ $ $ IX-30 CITY OF EDGEW A TER COMPREHENSIVE PLAN CAPIT At 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 matter of priority, schedule afid fund all capital impw';ements idCfitified by the 5 year Schedule of Improvements as necessary to correct existing deficieficics 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 IOcreases 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 of the 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 directly 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 in';cstigatc the possibility of setting up has implemented a transportation impact fee ordinance. as well as a mandatory dedication of fees in lieu of ordinance. Objective 3: The City will manage its financial resources to ensure the proVISIon 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 concurrently witl1 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. 7 5%. Policy 1.3.3: The City shall continue to adopt a 6 .2-year capital improvements program and annual budget as a part of its budgeting process. IX-32 CITY OF EDGEWATER COMPREHENSIVE PLAN CAPIT ALIMPROVEMENTS ELEMENT Policy 1.3.4: 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. 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 provIsion: 95 gallons pcr 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 (Volusia 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 EDGEWATER COMPREHENSIVE PLAN CAPIT ALIMPROVEMENTS 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 t:tffl.aft utility 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 CAPITAL IMPROVEMENTS 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 Volusia County. Policy 2.1.1: The level of service standard adopted by the City shall be applied consistently by all local governments within Volusia 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 on or before the identified date. The level of service presented in the following table is the tiered rX-35 CITY OF EDGEW A TER COMPREHENSIVE PLAN CAPITAL IMPROVEMENTS ELEMENT level of service that shall apply to that school unit the date noted in the table. 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 reference 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 EDGEWATER COMPREHENSIVE PLAN CAPIT ALIMPROVEMENTS ELEMENT CAPITAL IMPROVEMENTS PROGRAM IMPLEMENTATION CAPITAL IMPROVEMENTS SCHEDULE (5-YEAR) As shown in TABLE 9, the Five (5) Year Schedule of Improvements 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 entitled "Capital Improvements Inventory", "Financial Analysis", and "Goals, Objectives, and Policies". The gencrll.llocatlofis of the scheduled projects arc shown on .Map IX 1. IX-37 CITY OF EDGEWATER COMPREHENSIVE PLAN CAPITAL IMPROVEMENTS ELEMENT TABLE 9 City of Edgewater Five year schedule of improvements Fiscal Years Ending 2002 2006 2009-2013 2004 2006 $ 250,000 Goneral Fund R PU8L1C SAFETY: {Fire/ResGlle) Replace rescue pumpor 200JIl. 2005 $ 409,540 General Fund R AlS :\pp3ratus at new statioA 200J 2005 $ JOO,OOO Goneml Fund N Replace 8all. 57 2004 $ J2,400 Gener31 Fund R Replace MilitaF)' Brush Truck 2005 $ 1l4,413 General Fund R Replace Utility Support Truck 200J $ 20,705 Geneml Fund R DRAINJ'.GE: Conduct City wide Stormwnter Man3gement System An:Jlysis and Improvement Study Implementation of improvements in Storm.....ator M:Jster Plan Conduct imprevemonts to Gabordy System Channe1-G2 Maintain existing etructures in 1 Ilth SI. Channel E 1 2 Maintain existing etructures in 1 Ilth SI. Ch::lAnel E 4 MaiAtain exieting structuree in 1 IltA SI. Ch:Jnnel E6 SANITARY SEWER: WINTF Recl3imod V\'ator Improvemonts J INostem Service Ama Collection & Tmnsmission Syetom Conduct exieting gmvity eewer eystem rop3irs 4 POTf.8lE'1'MTER: New-we115 5 SR 442 '/'later Systom Upgmse 6 Southern eervice are3 grouns stor3ge t3nk 7- Il PARKS & RECReATION: 9 Construct Baeeball/Softball fielde/Hawke Park .w Conetruct Coneerv3lion 3rea/Hawks Park .u Conetruct Amphithe:Jter ~ Renovate and conetruct soccer complox +J Purchase land for p:Jrk +4 Develop cullum I and arbortoroum Park *Location yet to be determined Legend: R - Replacement, N - New, E - Expanded 2002 2002 2006 2004 2006 2002 2006 ~06 2002 2006 $ 120,000 $ 300,000 $----300;00Q $ 25,000 $ 25,000 $ 25,000 Stormw3tor Stermwater Storm\'Klter Storm.....:Jter Stormw3tor Stormw:Jter N N N ~ ~ ~ 2002 $ 2,000,000 Water/Sewer Funs ~ 2QQJ $ 775,000 Walermewor Funa N 2002 2006 $ 500,000 Vl/ator/So'Ner Funa R 2QQJ $ 350,000 Wator/Sower Fund N 2002 $ 750,000 Water/Sower Fund ~ 2004 $ 500,000 ~ 2002 $--WO;OOQ Gener31 Fund ~ 2002 $ 25,OOQ Genoml Fund ~ 2002 $ 45,000 Genor31 Fund ~ ~Q4 $--t-a(},{)00 Genor{ll Fund R 2002 $ 450,000 GeAefai..Ftffia N 200J $ 25,000 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 CITY OF EDGEW A TER 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 utility 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 EDGEW A TER 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 EDGEWATER 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. f) 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 the 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 EDGEWATER 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 ofa 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 I) 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 un built 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 EDGEW A TER 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 Volusia 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 requires 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 EDGEW A TER 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 EDGEW A TER COMPREHENSIVE PLAN CONCURRENCY MANAGEMENT 4) GOALS, OBJECTIVES, AND POLICIES GOAL 1: The City shall undertake necessary action to economically and efficiendy 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 eXIsting 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 include 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 the Dircctor(s) of Environmental Scrvices (public ~Tork3 and Utilitics), Rccrcation and Financc, as wcll as a rcprcscntati-J-c from thc Planning Dcpartment, and thc City Managcr, 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 EDGEWATER COMPREHENSIVE PLAN CONCURRENCY MANAGEMENT a. 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; b. 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; c. Whether the project represents a logical extension of facilities and services within the designated ~ Utility Service Area Boundary, and is coordinated with the plans of County and/or State agencies that provide facilities within the City; d. Whether the project implements the policies of this Comprehensive Plan as they pertain to the concurrency requirements; e. 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 +5% .75% 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-l0 CITY OF EDGEWATER 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 CM-I) in reviewing the impacts of new development and/or redevelopment upon public facilities and services. CM-ll CITY OF EDGEW A TER COMPREHENSIVE PLAN CONCURRENCY MANAGEMENT Level-of-Service Standards TABLE CM-I Sanitary Sewer 9S gallons/ capital day 204 =llnn~fERlf f oav Solid Waste 2.Slbs/ capital day Potable Water 100 gallons,! capita,! aay Water quality: Meet State and Federal Drinking Water Standards 204 =llnn~ fERT J f oav Draina~e 2S year/24 hr storm Limited Access Roads C, or as otherwise prescribed by FDOT Arterial D Collectors D 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 ,500 persons Bocci Ball Court 1 court/l0,000 persons Volley Ball Court 1 court/S,OOO persons Boat Ramps 1 ramp/4,700 persons Bike/Pedestrian Trail 1 mile/4,000 persons Fitness Trails 1 mile/14,000 persons Activities Center l/lS,OOO persons Gymnasium N/A ERU-Eguivalent 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 EDGEW A TER 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 AGENDA REQUEST ZAA-0801 Date: November 25, 2008 PUBLIC HEARING December 8. 2008 RESOLUTION BOARD APPOINTMENT CONSENT 7b ORDINANCE OTHER BUSINESS ITEM DESCRIPTION: Jason Gambone, agent for I.C.O. Seagate Homes, is requesting a revision to an existing Planned Unit Development (PUD) Agreement for the Edgewater Lakes development LOCATION: West of US Highway 1, south of Florida Shores AREA: 197.11 :f:acres CURRENT LAND USE: Single family residential and vacant FLUM DESIGNATION: Low Density Residential ZONING DISTRICT: RPUD (Residential Planned Unit Development) VOTING DISTRICT: 3 SURROUNDING AREA: Nortlt Current Land Use Single Family Residential Vacant Vacant FLUM Des; nation Volusia County Urban Low Intensi Commercial Public/Semi Public, Volusia County Industrial and Volusia County Urban Low Intensi Low Density Residential East Soutlt West Vacant Background: The original PUD Agreement for this property was executed in August 2001. The PUD Agreement was previously amended at the request of the developer in February 2004. The applicant is seeking the following revisions to the existing PUD Agreement: · An addition of an amenity center area (0.8 acre) for residents of Edgewater Lakes; · Revising the number of phases from 3 to 4; · Front setback reduction from a minimum of twenty-five feet (25') to twenty feet (20') for Lots 20-40 in Phase I A and Lots 192-241 in Phase 1 C; · Addition of a planned location for a boat and trailer storage yard; · An increase in maximum lot coverage ratio from 45% to 50%; · An increase in maximum impervious coverage from 60% to 65%; and . A change in the mix oflot sizes (see attached). Land Use Compatibility: The proposed residential subdivision is compatible with the surrounding residential areas as well as the RPUD designation. Adequate Public Facilities: The developer has installed all required infrastructure; this includes but is not limited to water, sewer, and streets. Sidewalks shall be constructed as each house is built and FPL shall install streetlights and shall be maintained by the Homeowners Association. The developer shall be required to post a maintenance bond for the infrastructure and sidewalks to ensure completion of the development. Other Matters: A Homeowners Association has been established and will maintain all common areas of the development. STAFF RECOMMENDATION Staff recommends approval for the following revisions to the PUD Agreement: . An addition of an amenity center area (0.8 acre) for residents of Edgewater Lakes; . Revising the number of phases from 3 to 4; · Front setback reduction from a minimum of twenty-five feet (25') to twenty feet (20') for Lots 20-40 in Phase 1 A and Lots 192-241 in Phase 1 C; · Addition of a planned location for a boat and trailer storage yard; · An increase in maximum lot coverage ratio from 45% to 50%; · An increase in maximum impervious coverage from 60% to 65%. Based on the minimum lot width requirements contained the Land Development Code, staff recommends denial of the proposal to create additional lots less than seventy-five feet (75') in width. ACTION REQUESTED: Motion to approve the following revisions to the PUD Agreement: · An addition of an amenity center area (0.8 acre) for residents of Edgewater Lakes; · Revising the number of phases from 3 to 4; · Front setback reduction from a minimum of twenty-five feet (25') to twenty feet (20') for Lots 20-40 in Phase 1 A and Lots 192-241 in Phase 1 C; . Addition of a planned location for a boat and trailer storage yard; . An increase in maximum lot coverage ratio from 45% to 50%; · An increase in maximum impervious coverage from 60% to 65%. Motion to deny the request to create additional lots less than seventy-five feet (75') in width. FINANCIAL IMPACT:(Finance Director) N/A (SPECIFY IF BUDGET AMENDMENT IS REQUIRED) YES NO PREVIOUS AGENDA ITEM: If so, DATE: YES NO AGENDA ITEM # x Respectfully submitted, Concurrence: Darren Le/lmtHl~c ~Q Development Services Director ~)~,~~J) Robin L. Matusick Paralegal EDGEW A TER LAKES ZONING AGREEMENT AMENDMENT ZAA-0801 ORIGINAL AGREEMENT Phase lA IB Ie Totals Lot size 50' 63 78 141 60' 19 10 29 70' 16 53 30 99 80' 59 59 Totals 98 141 89 328 AMENDED AGREEMENT Phase lA IB Ie ID Totals Lot size 50' 62 24 50 136 60' 19 49 21 89 70' 16 32 48 80' 26 29 55 Totals 97 73 97 61 328 D Lear From: Sent: To: Cc: Subject: Carolyn Ansay [cansay@doranlaw.com] Monday, August 25, 2008 3:33 PM TT Barlow OLear; R Matusick; Karon Lavassaur Re: FW: Follow up from 7/24/08 meeting It is my opinion that all amendments to a PUD agreement pertaining to matters that have changed in the code since the agreement was entered into are not automatically vested merely because the original agreement pre-dates the change in regulation. Obviously, if the PUD agreement grants, for example, the right to build structures of certain heights or lot sizes, the right to do so is vested from subsequent changes in the law that makes such heights or lot sizes more restrictive than originally permitted. Howevrr, things change when an amendment is sought. If the original PUD agreement provides for a certain height or lot size and the law then changes restricting these areas, a subsequent amendment to the PUD agreement that is contrary to the intervening changes is not automatically vested. The law is that the rules and regulations in effect at the time the agreement would apply. If an amendment is sought, the rules and regulations related to the subject of the amendment at the time it is made would apply. To allow otherwise, for example, would allow any property with any PUD agreement to subvert the height amendment so long as the original PUD was in place prior to the passage of the amendment, even if the property did not originally allow for heights in excess of 35 feet. In the case here, the city can certainly use the flexibility of the PUD agreement to amend minimum lot sizes (or other city code requirements but not per se prohibitions., such as the height limit, contained in the charter; see, City of New Smyrna Beach v. Andover Development Corporation, 672 So.2d 618 (Fla. 5th DCA)) even if they are in excess of what is allowed under the code. The beauty of a PUD agreement is that the City has flexibly to alter such strict zoning requirements via a PUD agreement with the developer. However, the city need only do this if it finds it in the city's best interests after negotiation. I do not believe, however, that the owner has a right to the amendment of such terms simply because the original agreement was entered into prior to the change in the city's code. Lastly, I do no think that amendments to the PUD agreement will cause the property owner to lose vesting status on other unrelated matters not subject to amendment. Again, once the agreement is in place the rights are vested in accordance with the terms of the agreement. Please let me know if this ~Jequately addresses your concerns. -Carolyn >>> "TT Barlow" <ttbarlow@CITYOFEDGEWATER.ORG> 8/20/2008 3:14:18 PM >>> Team, Can you provide me the status on the following: 1) Written response regarding the status of vesting with their PUD agreement if they were to significantly alter their plans by changing the number of the various lot sizes as they have requested to do so. (Carolyn) 2) Number of remaining boat ~lips that the City of Edgewater has available to allocate for future projects. Probably should disclose that we also currently don't have a process adopted that would permit the 1 THIS INSTRUMENT PREPARED BY: xxxxxxx XXXXXXx AFTER RECORDING RETURN TO: Robin L. Matusick, Paralegal LEGAL DEPARTMENT CITY OF EDGEW A TER P.O. Box 100 Edgewater, FL 32132-0100 For Recording Purposes Only PLANNED UNIT DEVELOPMENT (PUD) AGREEMENT EDGEW A TER LAKES SUBDIVISION AMENDMENT NO.3 THIS AGREEMENT is made and entered into this day of , 2009 by and between, the CITY OF EDGEW A TER, FLORIDA, a municipal corporation, whose mailing address is P. O. Box 100, 104 N. Riverside Drive, Edgewater Florida 32132, (hereinafter referred to as "City") and SEAEDGE PARTNERS, L.L.C., a Limited Liability Company, with John Gazzoli (President) as the authorized agent and whose address is P. O. Box 691, Edgewater, Florida 32132 (hereinafter referred to as "Developer"). The purpose of this Agreement is to define the terms and conditions granting the development approval of the subject property. In all other respects. the terms and condition of that certain Planned Unit Development CPUD) Agreement dated November 17.2003. and recorded on February 23.2004 in OR Book 5264. pages 621 through 642 ifthe Public records of V olusia County. Florida. shall remain in full force and effect. NOW, THEREFORE, in consideration of the agreements, premises, and covenants set forth herein and other good and valuable consideration, the parties agree as follows: 3. DEVELOPMENT USES PERMITTED is modified as follows (AgreemenUZoning - Edgewater Lakes Subdivision) I The Developer hereby agrees to develop the property subject to the terms of this Agreement and in accordance with the City of Edgewater's current Land Development Code and development procedures. Final project approval may be subject to change based upon final environmental, permitting, and planning considerations. The Developer further agrees that all development will be consistent with the Edgewater Lakes Master Plan (Exhibit "B") with the Subdivision being developed in multiple phases, described as follows: Phase I - Will consist of up to 328 single family residential units and up to 265,000 square feet of commercial development. Phase I is further defined as follows: Phase IA 50' wide lots = 6; 62 60' wide lots = 19 70' wide lots = 16 Total = 9& 97 Phase IB 50' wide lots = 1& 24 60' wide lots = -W 49 70' wide lots - 53 Total = -1-4+ 73 Phase Ie 50' wide lots = 50 60' wide lots = 21 70' wide lots - 30 80' wide lots = :W 26 Total = &9 97 Phase ID 70' wide lots = 32 80' wide lots = 29 Total = 61 Phase II - To be considered at a later date. No development approvals or entitlements are authorized by City Council. Further, no commitment is made regarding development of a golf course. All future development relating to same will be continued as a function of Phase II. Golf Course - No Commitment due to this Agreement relating to Phase I only. A. Average Lot Size/Unit Count Lots contained in Phase I are further described as follows: Phase I - Minimum lot widths: -l46 136 lots at 50' 26 89 lots at 60' (AgreemenUZoning - Edgewater Lakes Subdivision) 2 9f 48 lots at 70' ~ 55 lots at 80' Based on the Final Subdivision Plan approval, the total number of units may vary but the maximum residential units allowed for the Edgewater Lakes Subdivision (Phase I) shall not exceed 2.0 dwelling units per total acreage. Acreage is 174.87 low density residential and 22.24 commercial totaling 197.11 acres. No lot will exceed a maximum building coverage of forty the percent (15%) fifty percent (50%) with a maximum impervious coverage of sixty percent (60%) sixty-five percent (65%) per lot. S. Minimum House Square Footage The minimum gross house square footage shall be at least 1,200 square feet living area. The building height shall not to exceed twenty-six feet (26'). In addition, each house will have a minimum of a two (2) car enclosed garage. No carports will be allowed. C. Minimum Yard Setbacks 50' and 60' Lots 70' and 80' Lots Front - 25' Same Rear - 15' Same Side - 5' Side - 7.5' Side Comer - 15' Same Maximum Height - 26' Same Utility/Access Easements - 10' front, 5' sides Same Wetlands - 25' Same Swimming Pools - Rear - 7.5' to pool deck edge Same Side - 5' With the exceptions of Lots 20-40 (Phase I A) and Lots 192-241 (Phase 1 C) which shall have a Front setback of20' D. Commercial The property shall include approximately twenty (20!) acres designated for highway commercial use with up to 265,000 square feet of gross leaseable area for Phases I. The highway (Agreement/Zoning - Edgewater Lakes Subdivision) 3 commercial uses (B-3) and design criteria are described in Section 21-33.05 (Table III-3) of the City's current Land Development Code which are attached hereto and incorporated herein as Exhibit "C" - Permitted Uses. E. Roads There shall be one access road entrance (Edgewater Lakes Boulevard) permitted from US Highway#1 to service the subdivision with a minimum right-of-way width of one hundred (100) feet for a distance of two hundred (200) feet. The remaining segment of Edgewater Lakes Boulevard shall have a right-of-way width of sixty feet (60') to Volco Road. All other internal right-of-way widths shall be a minimum of fifty feet (50'). F. Retention Pond( s) The Retention Pond(s) will meet the requirements ofthe St. Johns River Water Management District and the City. The pond( s) are approximately 21.45 acres and will be owned and maintained by the Homeowners Association. G. Signage Signage for the subdivision will be located along the main entrance road designated in Tract "A" (not within public right-of-way) to the subdivision and must meet all requirements of the Land Development Code. A written easement dedicated to the HOA must be obtained for the location of the sign. H. Trees There shall be a minimum of four (4) trees per each residential building lot. Said trees shall be 2 W' in diameter, measured 6" above the soil line and shall be of a variety listed in Exhibit "D" - Trees. A tree count shall be provided prior to construction plan approval. Each lot shall have a tree survey prior to the issuance of a building permit. The purpose of the tree count and tree survey shall be to determine the number of specimen and historic trees and to determine the tree mitigation requirements. I. Irrigation Common areas and the entrance medians exceeding 1 0,000 square feet will be irrigated by wells or from a surface water system upon proper permitting and approval. Shallow wells will be the (AgreemenUZoning - Edgewater Lakes Subdivision) 4 recommended source of irrigation for individual residential units. J. Air Conditioning Units All lots less than sixty feet (60') in width shall have air conditioning units and pads located adjacent to the neighboring garage. K. Declaration of Covenants. Conditions and Restrictions The Declaration of Covenants, Conditions and Restrictions; Articles of Incorporation, and By-Laws for the Homeowners Association will be recorded in the public records of Vol usia County at the time the final plat for Edgewater Lakes is recorded. L. Landscaping and irrigation plans must be submitted with final construction plans. M. Traffic calming devices shall be installed in four (4) locations within the subdivision. N. A buffer between vacant or improved residential lots and commercial tracts shall be constructed pursuant to the current Land Development Code. 5. PUBLIC FACILITIES A. Developer agrees to connect to and utilize the City's water distribution system. Developer agrees to connect to the City's potable system at the intersection of35lh Street/Volco Road and along US Highway #1 to ensure a "looped" system is effected. All water main distribution system improvements shall be installed by the Developer, conveyed by Bill of Sale, in a term acceptable to the City, and dedicated to the City prior to or at the time of platting. Developer may desire to enter into an infrastructure agreement to facilitate the installation of off-site water system improvements. B. Developer agrees to connect to and utilize the City's wastewater transmission and collection system. Wastewater treatment capacity will be provided by the Volusia County wastewater facility (southeast) in accordance with the City/County Interlocal Agreement. Off-site wastewater connection is proposed along US Highway #1 south of the property at the County's master lift station near the Hacienda del Rio residential area. All wastewater collection and transmission system improvements will be installed by the Developer and conveyed to the City by Bill of Sale in a form acceptable to the City and dedicated to the City prior to or at the time of platting. Developer may desire to enter into an infrastructure agreement to facilitate the installation of off-site wastewater collection/transmission system improvements. (AgreemenUZoning - Edgewater Lakes Subdivision) 5 C. The City has determined that reclaimed water is unavailable and will not be available in the foreseeable future. Therefore, there is no City requirement to install any reclaimed piping. A shallow well, if permitted by the water management district, may be used to augment the irrigation source of the storm water ponds. D. Developer agrees to provide, at no cost to the city, all required current and future utility easements (on and off site) for drainage and utility service consistent with this provision. E. All electrical services will be underground. F. Interior Roadway improvements and all associated right-of-ways shall be dedicated to the City at the time of final plat approval. G. Off-site improvements (including but not limited to intersection improvements, turn lanes, acceleration lanes, deceleration lanes, signalization) required by Volusia County (Volco Road), Florida Department of Transportation (US Highway #1), and the City to enable project approval based on transportation requirements are the developer's responsibility and shall meet all City, County and/or State requirements and approval. H. Impact fees for each dwelling unit will be paid in accordance with the following schedule: Water - Pay 10% of the applicable impact fees to the City at the time permit application is signed by the City, thereby reserving requisite water capacity. Sewer - Pay 10% of the applicable impact fees to the City at the time permit application is signed by the City, thereby reserving requisite sewer capacity. Police, Fire, Recreation - Paid to City by applicant at the time of Building Permit application. City Road Impact Fee - Paid to City by applicant at the time of Building Permit Application. Volusia County Impact fees for Roads and Schools - Paid at City Hall by applicant to include, but not be limited to, local road impact fee, County road impact fee, prior to a Certificate of Occupancy. The amount of all required impact fees shall be at the prevailing rate authorized at the time of building permit application. (AgreemenUZoning - Edgewater Lakes Subdivision) 6 I. All infrastructure facilities and improvements shall be constructed in compliance with applicable federal, state, and local standards. J. A concurrency review shall be conducted to ensure that all required public facilities are available concurrent with the impacts of the development. K. Developer agrees to reimburse the City of Edgewater for direct costs associated with the legal review, engineering review and construction inspection related to the Edgewater Lakes development approval and the construction of required infrastructure improvements and the review and approval of the final plat. L. The developer shall provide all public facilities to support this project including the following: 1. 2. 3. 4. 5. Water Distribution System including fire hydrants. Sewage Collection and Transmission System. Stormwater collection/treatment system. Provide all required pavement marking and signage (stop signs, road signs, etc.) within the Subdivision. All signage shall comply with Florida Department Of Transportation (FOOT) standards. Developer is responsible for the costs of recording the plat upon approval by the City of Edgewater. Bonds - Consistent with the requirements contained in the current Land Development Code will be complied with and supplied to the City. Sidewalks shall be constructed prior to issuance of a Certificate of Occupancy on each building lot. There shall be a six foot (6') sidewalk/bikepath on one side of Edgewater Lakes Boulevard; five foot (5') sidewalks shall be installed on one (1) side of all cul-de-sacs streets; and five foot (5') sidewalks shall be provided/installed on both sides of all intemallooped streets. Developer shall provide a bond or surety in a form acceptable to the City in the amount of $10.00 per lineal foot for two (2) years. If sidewalks are not completed within two (2) years, the developer will install the remaining sidewalks. Or, upon review and approval at the City's sole discretion, City may allow the developer to extend the sidewalk bond for an additional two (2) 6. 7. (AgreemenUZoning - Edgewater Lakes Subdivision) 7 year term. 8. Streetlights shall be maintained by the Homeowners Association and be installed by the Developer at time of infrastructure M. Recreational Facilities The developer agrees to provide a passive park containing at least five (5) acres located near the intersection of Volco Road and Edgewater Lakes Boulevard. An additional recreational area/park that will include a gazebo and walking path located pursuant to the Master Plan (Exhibit "B"). A Community Recreation Area with community pool shall be constructed in the location depicted on the Master Plan dated (Exhibit A hereto), as well as a Community Recreational Boat/Trailer Storage Facility adiacent to the FEC Railroad for the residents of Edgewater Lakes. The foregoing shall be transferred to the Edgewater Lakes Homeowners Association. All recreational areas shall be deemed as common areas and shall be maintained by the HOA. IN WITNESS WHEREOF, the parties have caused this Agreement to be made and entered into the date and year first written above. Approval ofthe City Council to enter into this Agreement was made by Council on the day of ,2009. ATTEST: CITY COUNCIL OF THE CITY OF EDGEW A TER, FLORIDA By: Michael L. Thomas Mayor Bonnie A. Wenzel City Clerk Robin L. Matusick Legal AssistantlParalegal (Agreement/Zoning - Edgewater Lakes Subdivision) 8 Witnessed by: EDGEW A TER LAKES SUBDIVISION SEAEDGE PARTNERS, LLC John Gazzoli, President Signed, sealed and delivered in the presence of: STATE OF FLORIDA COUNTY OF VOLUSIA The foregoing instrument was acknowledged before my on this _day of _2009, by JOHN GAZZOLI, who has authority to execute this document on behalf of SEA EDGE PARTNERS, L.L.C., and who has produced as identification and who did (did not) take an oath. Notary Public Stamp/Seal: (AgreemenUZoning - Edgewater Lakes Subdivision) ;u gj "'tls;:G'> c>m Oen< ~-l); :r!B-l _ m CD"'tl;U =i~~ ;;Z^ - m en I I ~ 1 I --1 I I =3 ---i ---i =3 --j ~ =3 _I I ---j ~ =:=j ----1 ---.J ~ ---- I I ~I!I" II t=:j ." II " 8 ! i : : i i t;~~"! 11:1 I /!a~ii:j ii II I~I~_!_ l!~ ::!' :: :: /~J~ =,= ::: ' Ii! ii! !! !! I I I I I ---- ----- ----- c !n <= z .. r ~ ... m o ~ ~ r c !n -c ~ (J) (J) <: m -c ~ ::0 ^ I' t~~j I I ~ I I ~CDO o~o ::0-1;:: ~-;:: Q-IC m::oz -<~- ~--I ::01;;-< 0::0 OOD q .... q " '" q ~ i5 rn r- o -< fJ) ~ o rn r- o -< fJ) ~ i5 rn r- o -< fJ) ~ i5 rn r- o iil _~-I ---;v' t-- j 80.. AGENDA REQUEST Date: December 8. 2008 PUBLIC HEARING RESOLUTION ORDINANCE BOARD APPOINTMENT Dec. 8. 2008 CONSENT OTHER BUSINESS ITEM DESCRIPTION: Re-appointment of Thomas Tipton to the Recreation/Cultural Services Board. BACKGROUND: Mr. Tipton's term expired on November 7,2008. He has expressed his desire to be re-appointed for another term. STAFF RECOMMENDATION: Re-appoint Thomas Tipton to the Recreation/Cultural Services Board for a term of 3 years. ACTION REQUESTED: Motion to re-appoint Thomas Tipton to the Recreation/Cultural Services Board for a term of 3 years. FINANCIAL IMPACT: (FINANCE DIRECTOR) N/A (SPECIFY IF BUDGET AMENDMENT IS REQUIRED) YES NO X PREVIOUS AGENDA ITEM: YES NO X IF SO, DATE: AGENDA ITEM NO. Respectfully submitted, bQ/~~ ~()u.~ Concurrence: ~~~~'~kj Barbara Kowall Secretary, Recreation/Cultural Services Board DATE: November 13, 2008 TO: Mayor & City Council FROM: Thomas Tipton/ Recreation/Cultural Services Board SUBJ: Board Re-appointment My term has expired on the Recreation/Cultural Services Board. This memo expresses my desire to be re-appointed to the Board fur another term~ ~ ~f1~~2 ( ~ 8b AGENDA REQUEST Date: December 8. 2008 PUBLIC HEARING RESOLUTION ORDINANCE BOARD APPOINTMENT Dec. 8. 2008 CONSENT OTHER BUSINESS ITEM DESCRIPTION: Re-appointment of Michael Visconti to the Recreation/Cultural Services Board. BACKGROUND: Mr. Visconti's term expired on November 7, 2008. He has expressed his desire to be re- appointed for another term. STAFF RECOMMENDATION: Re-appoint Michael Visconti to the Recreation/Cultural Services Board for a term of 3 years. ACTION REQUESTED: Motion to re-appoint Michael Visconti to the Recreation/Cultural Services Board for a term of 3 years. FINANCIAL IMPACT: (FINANCE DIRECTOR) N/A (SPECIFY IF BUDGET AMENDMENT IS REQUIRED) YES NO X PREVIOUS AGENDA ITEM: YES NO X IF SO, DATE: AGENDA ITEM NO. Respectfully submitted, \~) CJ& Q..{Jl'.A- ~ GIoU~rd2fJ Concurrence: ~~~~'biC-~ Barbara Kowall Secretary, Recreation/Cultural Services Board DATE: November 13, 2008 TO: Mayor & City Council FROM: Mike Visconti! Recreation/Cultural Services Board SUBJ: Board Re-appointment My term has expired on the Recreation/Cultural Services Board. This memo expresses my desire to be re-appointed to the Board for another term. /". 1 , 1/Ju/;;t/ 't~';;-::tJ qO-- AGENDA REQUEST Date: November 26, 2008 PUBLIC HEARING RESOLUTION ORDINANCE OTHER BUSINESS December 8, 2008 BOARD APPOINTMENT CONSENT ITEM DESCRIPTION: Acceptance of Final Vision Plan BACKGROUND: In June of this year the City Council had approved the Central Florida Sustainable Communities Initiative (CFSCI) Agreement in order to complete a visioning process for the City. Since then, the City Council, staff, board members, and community residents have participated in two public workshops to identify future growth objectives and designs for the City. Ideas and concepts from the two public workshops have been evaluated and are identified in preparation for a Vision Plan that will be used to finalize the Community Vision Book. Once the vision plan is agreed upon and the Community Vision Book is approved by the City Council, staff will utilize it for direction as it relates to future planning and zoning initiatives. During the October 20, 2008 City Council meeting the council had received a presentation regarding the draft plan and gave further direction for enhancements. The CFSCI staff has since incorporated the suggestions and had provided the final draft for review and acceptance. STAFF RECOMMENDATION: Staff recommends that the City Council accept the Vision Plan and direct staff to incorporate findings into future planning initiatives. ACTION REQUESTED: City Council accept the Vision Plan and direct staff to incorporate findings into future planning initiatives. FINANCIAL IMP ACT: (Finance Director) (SPECIFY IF BUDGET AMENDMENT IS REQUIRED) YES NO PREVIOUS AGENDA ITEM: Ifso, DATE: YES NO - AGENDA ITEM # Concurrence: ~~~~ Robin L. Matusick Paralegal TENTATIVE AGENDA ITEMS /0 JAN 5 (items due Thurs 12/24) I) 2nd Reading - 2008-0-13; zoning map amendment for 110:1: acres of land and associated RPUD Agreement, Rodney Jones JAN 19 (items due Thurs 1/8) RESCHEUDLE TO J'.:\NUARY 26, 2009 JAN 26 (items due Thurs 1/15) I) I st Reading - 2008-0- 15; Restorations DR! FEB 2 (items due Thurs 1/22) I) 2nd Reading - 2008-0-15; Restorations DR! 2) 2nd Reading - 2008-0-1 0; Creation of a Sustainable Community Development Future Land Use Designation with the Comprehensive Plan Future Land Use Element and for 5,181:f: acres of land located west of 1-95, north of SR 442. 3) Fire Department Rescue Truck UNSCHEDULED UPCOMING HEARINGS - PLANNING DEPART APPS RECEIVED I) SeaGate - Edgewater Lakes Phase II PUD Agreement 2) Coastal Oaks - Haynes sm scale comp plan amend 3) Hickey Residential (RZ-0505) 4) 1st R, Ord. #2007-0-, 442 rezonings 5) Washington Park preliminary plat approval 6) 2nd Reading - 2008-0-05; JC Carder Comprehensive Plan Future Land Use Map amendment for property located north of Godfrey Road and east of US Highway 1 as Commercial wi Conservation Overlay and Low Density Residential with Conservation Overlay 7) 2nd Reading - 2008-0-09; JC Carder rezoning request for property located north of Godfrey Road and east of US Highway 1 as B-3 and R-I. DEVELOPMENTSERVICES~LANNING)DEPARTMENTPROJECTS 1) Subdivision Architectural Design Standards 2) US # I Corridor Guidelines 3) Capital Improvement Element 4) Recreation/Open Space Element 5) Capital Improvement Plan F:\Council Agenda's\Tentative Agenda List\2008\aitems 01-05-09.doc Rev. 11119/08 p � `< O 0 2' aii -. a N •= n • • • SID P 7* 00 2 a n R o o c A' -4--- . - ''''S CD c C ...-- a 5-3 ... ,i. . z . ,,,. (>3 ...-k et sp ro V. pp 0 c -� o "' g F. v o � \ o a a. g 2 ft o'a 'o = CCD y = a �cr 0 SI ►"I tD Q.. n A) or. ='' , ti; y °+, R 0 r - r,, = = 0 4.. F's) cl-