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2014-O-12 ORDINANCE NO. 2014-0-12 AN ORDINANCE OF THE CITY OF EDGEWATER AMENDING THE COMPREHENSIVE PLAN ORDINANCE NO. 2013-0-03 AS AMENDED, BY AMENDING THE COMPREHENSIVE PLAN CAPITAL IMPROVEMENTS ELEMENT PROVIDING FOR PUBLICATION, HOLDING PUBLIC HEARINGS, TRANSMITTING THIS ADOPTED COMPREHENSIVE PLAN AMENDMENT TO THE FLORIDA DEPARTMENT OF ECONOMIC OPPORTUNITY 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 Schedule annually. WHEREAS, the existing Capital Improvements Element includes the 5-year schedule of projects that must be updated to reflect the City's current 5-year plan, and WHEREAS, the Planning and Zoning Board, sitting as the City's Local Planning Agency, held an advertised Public Hearing pursuant to 163.3184(11) & 163.3174(4) (a), Fla. Stat. (2011), on Wednesday, March 12, 2014 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 2012 Comprehensive Plan; and WHEREAS, the City Council hereby declares that the purpose and intent of the proposed amendment to the Comprehensive Plan is to guide future growth and development; encourage the best use of land, water and other resources to promote and protect the general welfare of the public. & ^L passages are deleted. 1 Underlined passages are added. #2014-0-12 NOW, THEREFORE, BE IT ENACTED BY THE CITY COUNCIL OF THE CITY OF EDGEWATER, FLORIDA: PART A. AMENDMENT. Amending the Capital Improvements Element 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(11), Fla. Stat. (2011). The advertisement shall substantially be in the following form: Notice of Comprehensive Plan Amendment The City of Edgewater proposes to adopt the following ordinance: ORDINANCE NO. 2014-0-12 AN ORDINANCE OF THE CITY OF EDGEWATER AMENDING THE COMPREHENSIVE PLAN ORDINANCE NO. 2013-0-03 AS AMENDED, BY AMENDING THE COMPREHENSIVE PLAN CAPITAL IMPROVEMENTS ELEMENT PROVIDING FOR PUBLICATION, HOLDING PUBLIC HEARINGS, TRANSMITTING THIS ADOPTED COMPREHENSIVE PLAN AMENDMENT TO THE FLORIDA DEPARTMENT OF ECONOMIC OPPORTUNITY 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 April 7, 2014 at 6:00 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 2012 Comprehensive Plan, the City Council shall hold at least two advertised public hearings on the St^ :passages are deleted. 2 Underlined passages are added. #2014-0-12 proposed comprehensive plan or plan amendment as follows: The first public hearing shall be held at the transmittal stage pursuant to subsection 163.3184(11) (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. (2011). 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. Struck-through passages are deleted. 3 Underlined passages are added. #2014-0-12 PART G. ADOPTION. After a motion by Councilman Emter with second by Councilwoman Power, the vote on the first reading of this ordinance held on April 7, 2014 is as follows: AYE NAY Mayor Mike Thomas X Councilwoman Christine Power X Councilwoman Gigi Bennington X Councilman Mike Ignasiak X Councilman Gene Emter X After a motion by ht j►man�J oi( with second by eatritatuDerwaujer , the vote on the second reading/public hearing of this ordinance held on mcli, 5 , 2014 is as J follows: AYE NAY Mayor Mike Thomas X Councilwoman Christine Power X Councilwoman Gigi Bennington X Councilman Mike Ignasiak X Councilman Gene Emter k Struck passages are deleted. 4 Underlined passages are added. #2014-0-12 PASSED AND DULY ADOPTED this 8T" day of Ma9 , 2014. ATTEST: CITY COUNCIL OF THE CITY OF EDGEWATER, FLORIDA `fitQ- ,' ' By: , -r . 1t Bonnie Wenzel Mike T mas City Clerk Mayor Robin L. Matusick Paralegal For the use and reliance only by the City of Edgewater, Florida. Approved as to form Approved by the City Council of the City of and legality by: Aaron R. Wolfe, Esquire Edgewater at a meeting held on thist5 City Attorney day of rn0� , 2014 under Agenda Doran, Sims, Wolfe, Kundid, Item No.?, . Ciocchetti & Wagner Struck ugh passages are deleted. 5 Underlined passages are added. #2014-0-12 EXHIBIT A Strxsli-thriaugh passages are deleted. 6 Underlined passages are added. #2014-0-12 CITY OF EDGEWATER, FL 111 •A • 'kr 04— ar 4 ItC 4 City of ILW Inc. 1951 ERA/ CAPITAL IMPROVEMENT PROGRAM FY 2012-2013 TO 2016-2017 FY 2013-2014 TO 2017-2018 The Capital Improvement Program as set forth in this document is a long range planning tool for the City of Edgewater. The document reflects five years of capital outlay with the first year officially adopted as part of the fiscal year 2012=2023 2013-2014 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: Parks&Recreation, 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. Table 1 City of Edgewater Capital Improvement Schedule Fiscal Years Ending 2013 2017 2014-2018 Project 20424043 2013-2014 2014-2015 2015-2016 2016-2017 2017-2018 Total ENVIRONMENTAL SERVICES: WWTP Renewal and Replacement Project $6,347,283 $6,347,283 \YrIT Lime Silo Painting $20;000 $20,,880 WTP Paint Chemical Feed Ream $400;000 $100;800 2.5 MGD Wastewater $7,500.000 Treatment Plant $7,580;080 $6,,-599;008 56.500.000 $14,000,000 SE Service Area Reclaimed Improvements $5,800;098 55.000.000 $5,000,000 Wells 21-24 and raw water 52.300.000 mains 5240008 $2400;000 52.300.000 $4,600,000 Reclaim Water Imprevemerrts $210,893 $210,893 Lift Station 1 Rehab $275000 $175,008 Contract Administration _ $4447608 $431,600 Polymer Station Replacements $30;000 $30,000 Roof Replacements at WIT $253880 $25,000 Lime Slaker Replacements $300,000 $300,000 Unspecified Water $2807000 $200,000 5200.000 5400.000 Unspecified Sewer $20000 $200,000 5200.000 5400.000 Unspecified Reclaimed $50;800 $50,000 550.000 5100.000 Unspecified Stormwater 5225.000 5225.000 -- - $1,958,853 Public Works Site 0A $1,958,853 5 ^x-080 m I'IIEX Pretreatment $300;000 Improvement at ARTWTP $3,000,000 53.000.000 $6.000,000 Hart Ave.Design and Grant $200$00 $600,500 Application $400,,500 5300.000 5300.000 Lamont Street&Riverside Drive CIP Project $250,000 $250,000 East Palm Way&Riverside Drive CIP Project $250,000 $250,000 East Turgot Avenue& Riverside Drive CIP Project $225,000 $225,000 C2 03 Pearl St Pipe Crossing $4-7-5;000 X747000 IRL 09 SW Improvements X80,880 $20000 Juniper Dr.Culvert Replacement 597.824 597.824 26th St.Culvert Replacement 5105.086 5105.086 Monson&Riverview Dr. 5336.650 5336.650 Public Works Complex Design/Acquisition/ Construction, 5120.000 51.080.000 5250.000 5500.000 $750.000 52.700.000 10'1'Street Water Line 525.000 525.000 Table 1 City of Edgewater Capital Improvement Schedule Fiscal Years Ending 2013 2017 2014-2018 Project 2012-2013 2013-2014 2014-2015 2015-2016 2016-2017 2017-2018 Total Hart Ave.Water Line Improvements 5100.000 S100.000 Sludge Loading Area Roofover 540.000 540.000 Chemical Feed Pump 532.500 532.500 Lift Station Telemetry 525.000 525.000 Future Year Expenditure $1,208,853 $4,458853 (Figures Are Cumulative) $958,853 5830.000 8450.000 $1,708,853 51.280.000 Environmental Services 9,074,129 X785 853 $4675087853 $10,758,853 $5,633,853 $43;6845-541 Totals $2,312,060 $1,780.000 $15,300,000 $12.975,000 $4,425,000 $36,792,060 LEISURE SERVICES: $364,939 Hawks Park Improvements $74,939 557.000 874.000 573.000 572.000 S71.000 5347.000 Ha / $207000 Q4 ;0G /��/�0 $ Lighting $20,000 $20;000 Sidewalk-I11€t11 $1 ,300 $41300 US 1 Median Landscaping $1007000 $100000 US 1 Median Irrigation $-75,,800 $754000 Rotary Park Expansion 5153.978 5153.978 Kennedy Park Seawall 535.000 $35,000 $500 Current Year Unreserved $100 $4.00 $100 $100 $100 $10 $.4QQ $747100 $73,100 $72,109 $4,100 $731,739 Leisure Services Totals $441,339 $245,978 $74,100 $73,100 $72.100 $71,100 $536,378 PUBLIC WORKS: $2,202,694 Road Repaving $202,694 5240.441 $500,000 $500,000 $500,000 $509,000 52.240.441. Signalize SR442 @ I-95 $287,516 $287346 $287,546 Indian River Blvd.Extension (approx. 1 mile) $4,C01,160 54.604.160 $4,604,160 US 1 Sidewalk Construction $1100,000 $1,100;008 8250.000 S949.777 51.199.777 Flagler Avenue Sidewalk $386,,665 Construction 537.000 $3867565 $37,000 Old County and Turgot Sidewalks 587.182 587.182 Park Ave./Old Mission Road Intersection 560.000 560.000 $6491,706 $886 5665 0005000 0005000 $8,581,065 Public Works Totals $202;694 $674,623 $1,449,777 $500,000 $5,391,706 $500,000 $8,516,106 $8,274,659 $17-;468,618 $11,330,953 $63204;953 $52,997,345 Total $9,718,162 $3,23 ,661 $3,303,877 $15,873,100 $18,438,806 $4,996,100 $45,844,544 CAPITAL IMPROVEMENT PROGRAM TOTAL FUNDING SOURCES F-Y42 13 FY13.14 FY14-15 FY 15-16 FY 16-17 FY 17-18 FIVE YEARS General Fund Transfer from General Fund $43&994 5500;000 5500,000 $5007000 $500;000 $2-438994 5304,056 $325,000 $325,000 S325,000 $325,000 $1,604,056 Transfer from Grant Fund-DOT Grant $250,000 $949,777 51.199,777 Transfer from Grant Fund-CBDG $74,939 $74,000 $73;000 $727000 $71,000 $364939 $166,160 $74.000 $73,000 572.000 S71.000 $456,160 Transfer from Recreation Fund $430,000 $430;000 $25,000 $25,000 Unfunded/Future Year Revenue $5;894406 $386;665 $6578,571 $4,891,706 $4,891,706 LOGT 5 Cent 5175,385 $175.000 $175,000 $175,000 $175,000 $875,385 Interest $400 $400 $100 $100 5100 $100 $600 $400 General Fund Totals 5644,033 540,478443 52;870,207 $572,100 $571,100 $481-36;553 $920,601 $1,523,877 $573,100 $5,463,806 $571,100 $9,052,484 Water and Sewer Fund Transfer from Operating Revenues $350;000 $300;000 $450:000 $450,000 $450,000 52-090;000 $200,000 $450,000 5450.000 5450,000 $1 550,000 Transfer from Water Development Fees $75;000 $265.000 $75;000 $265,000 Transfer from Sewer Development Fees $75,000 $25.000 $75,000 5,000 Debt Proceeds $67347-;283 514.800,000 511,800,000 $3,000,000 $6547,283 528.700,000 Prior Year Carry Forward $492,493 $443501-000 5873607000 $3:000;000 $2674927493 532.500 532.500 Water and Sewer Fund Totals $522,500 $450,000 $14,800,000 $12,250,000 $3,450,000 $31,472,500 $77339776 53007000 57;639476 Stormwater Fund Transfer from Operating Revenues $595;500 $200;000 $250,000 $250,000 $225,000 $225,000 $1;520500 $53,001 $1,003,001 Prior Year Carry Forward $480;000 $480,000 $786 559 $786 559 Stormwater Fund Totals $7767600 5200,000 52607000 52603000 $225,000 $4,7-00,600 $839,560 $250,000 $250,000 $225,000 $225,000 $1,789,560 Public Works Complex Fund Transfer Refuse 5202,92-7 $200;000 52007000 52007000 52007000 51;0027927 550.000 5200,000 $200,000 $200,000 5200,000 $850,000 Transfer Stormwater $54,000 $50,000 550,000 $50,000 $50,000 550,000 $250,000 Prior Year Carry Forward $706;926 $958-853 $1,208,853 $4;458;853 $4408,853 $6,O4 1;338 S850,000 $830,000 $250,000 $500,000 52 430,,000 Public Works Complex Funds Totals $968;853 527408;863 $2;488;863 $1,908,853 $2;408;853 $7;294,266 $950,000 $1,080,000 $250,000 $500,000 $750,000 $3,530,000 Total Revenues from All Sources 59;718062 5 87274,659 $4774687648 $117330;953 $6,204,953 562;9977345 $3,232,661 $3,303,877 $15,873,100 $18,438,806 $4,996,100 $45,844,544 SUMMARY OF CAPITAL IMPROVEMENTS Facility Type FY 12 13 FY 13-14 FY14-15 FY15-16 FY16-17 FY17-18 Total Environmental Services $9874429 $408463 $48408453 $404-58453 $5433463 $43484644 $2,312,060 $1,780,000 $15,300.000 $12,975,000 $4,425,000 $36,792,060 Leisure Services $111,330 $74480 $73,100 $7-2-100 $74400 $734439 $245,978 $74,000 $73,000 $72,000 $71,000 $535,978 Public Works $202,694 $6749+7706 $886665 $5003000 $500,000 $848-17056 $674,623 $1,449,777 $500,000 $5,391,706 $500,000 $8,516,106 Current Year Unreserved $100 $100 $100 $100 $400 Total Capital Improvements Funded $577-1-80-62 $94-18462 $3,232,661 $3,232,661 Total Capital Improvements Unfunded $827476&8 $4-7,46876-18 $4473307963 $6;-2041863 $43;279j483 $3,303,877 $15,873,100 $18,438,806 $4,996,100 $42,611,883 Total Capital Improvements $8448;16-2 $8;27416&9 $47;468 648 $443330463 $67204;963 $62-9&7,346 $3,232,661 $3,303,877 $15,873,100 $18,438,806 $4,996,100 $45,844,544 SUMMARY OF COMMITTED AND PLANNED FUNDS Fund FY 12 13 FY 13-14 FY14-15 FY15-16 FY16-17 FY17-18 Total General Fund $6447833 $6465,806 $959-765 $672,100 $87-47.1-00 $9,312,804 $920,601 $1,523,877 $573,100 $5,463,806 $571,100 $9,052,484 Water and Sewer Fund $7,339,776 $3007800 $450,000 $14,800,000 $12,250,000 $3,450,000 $34,689,776 $522,500 $31,472,500 Stormwater Fund $775400 $2007000 $250,000 $250,000 $225,000 $4-790400 $839,560 $225,000 $1,789,560 Public Works Complex Fund $958453 $1,208453 $4,45853 $4408,853 $4958453 $7,204,265 $950,000 $1,080,000 $250,000 $500,000 $750,000 $3,530,000 Total Committed and Planned Funds $9774%462 $8,274,669 $4-77468i64-8 $4-1,330;963 $6404,963 $62487,346 $3,232,661 $3,303,877 $15,873,100 $18,438,806 $4,996,100 $45,844,544 **Figures are Cummulative ' U) 0 CO 0 (0 0 N- ,- 0 U) 0 0 0 0 0 00 N 0 N- 00 (O U) 000 O V 0 V 0000 0 N- O 0 O M .- 0 9 h K N- V e- 0 0 0 0 0 0 Of — 4 N- U) 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J w >- C N U) m< U U a c c 8O I- p a = I- T. N 0 a 0 1- 1- 11 - Q. I- a.) tU > > o C C m E v w y r- OD IN E y E o o E O 0) `1" 1" n co C o 9 - o = LL n • 0060) U co C Z (.0 (NO - V aC . . 0 = c N 000) m • U co co co N 0 O to tL U) a. ✓ 0• 00000 0) V Q. ttI tote N U LO 0 0 0 < to to to 3 0 0 0 4) to to to °) m 666 u 006 u- m in vvv 2 wis\a ILEDGEWATER Inc. 1951 CITY OF EDGEWATER COMPREHENSIVE PLAN CAPITAL IMPROVEMENTS ELEMENT CHAPTER IX CITY OF EDGEWATER CHAPTER IX COMPREHENSIVE PLAN CAPITAL IMPROVEMENTS ELEMENT TABLE OF CONTENTS A. INTRODUCTION 1 B. CAPITAL IMPROVEMENTS INVENTORY 2 1. Needs Derived from Other Elements 2 2. Existing Financial Resources 7 3. Local Revenue Sources 7 4. State Sources 10 C. FEDERAL AND STATE GRANTS AND LOANS 11 D. LOCAL POLICIES AND PRACTICES 14 1. Level of Service Standards 14 2. Capital Improvements Program (CIP) 15 3. Impact Fees 16 4. Utility Service Areas 16 5. User Charges and Connection Fee 17 6. Concurrency Management System 17 7. Mandatory Dedication or Fees in Lieu Of 17 8. Moratoria 18 E. FINANCIAL ANALYSIS 18 1. Fiscal Assessment 18 F. GOALS, OBJECTIVES,AND POLICIES 28 Adopted on Date: 04/01/2013 Ordinance No. 2013 0 03 IX-ii CITY OF EDGEWATER CHAPTER IX COMPREHENSIVE PLAN CAPITAL IMPROVEMENTS ELEMENT CONCURRENCY MANAGEMENT A. PUBLIC FACILITIES, CAPACITIES AND LEVEL-OF-SERVICE INVENTORY FOR CONCURRENCY MANAGEMENT CM 1 1. Transportation CM 1 2. Sanitary Sewer CM 1 3. Potable Water CM 2 4. Solid Waste Disposal CM 2 5. Stormwater Drainage CM 2 6. Recreation and Open Space CM 2 7. Public Schools CM 3 B. CONCURRENCY ASSESSMENT CM 3 1. Sanitary Sewer, Solid Waste, Drainage, and Potable Water Facilities CM 4 2. Parks and Recreation Facilities CM 4 3. Transportation Facilities CM 5 4. School Facilities CM 6 C. GENERAL RULES FOR CONCURRENCY ASSESSMENT CM 6 1. Existing Deficiencies CM 6 2. Approved Impacts CM 6 3. Phasing CM 6 4. Time Specific Approval CM 7 5. Additional Information CM 7 6. Transportation CM 7 7. Sanitary Sewer CM 7 8. Potable Water CM 8 9. Solid Waste CM 8 10. Stormwater Drainage CM 8 11. Recreation CM 9 D. GOALS, OBJECTIVES,AND POLICIES CM 10 Adoptcd on Datc: 04/01/2013 Ordinance No. 2013 0 03 IX-iii CITY OF EDGEWATER CHAPTER IX COMPREHENSIVE PLAN CAPITAL IMPROVEMENTS ELEMENT LIST OF TABLES Table 1: City of Edgewater Capital Improvement Schedule Fiscal Years Ending 2013 2017 2014-2018 3 Table 2: 2013 2017 2014-2018 Volusia County School District Five-Year Work Program 6 Table 3: Adjusted Taxable Income Projections 20 Table 4: Ad Valorem Tax Yield Projections 20 Table 5: Revenue Projections Affecting Capital Improvements 20 Table 6: Expenditure Projections for Scheduled Capital Improvements 22 Table 7: Debt Service Expenditure Projections 23 Table 8: Annual Operating Expenditures 24 Table 9: Fiscal Assessment No. 1 25 Table 10: Anticipated Increase in Ad Valorem Tax Revenue Projections 26 Table 11: City of Edgewater Five Year Schedule of Improvements Fiscal Years Ending 2013 2017 2014-2018 37 Table 12: Long Term (10 year) Transportation Improvements 39 Table CM-I: Level-of-Service Standards CM 13 LIST OF FIGURES Figure 1: Federal Grant Agencies and Program Titles 13 Adopted on Date: 01/01/2013 Ordinance No. 2013 0 03 IX-iv CITY OF EDGEWATER CHAPTER IX COMPREHENSIVE PLAN CAPITAL IMPROVEMENTS ELEMENT CHAPTER IX CAPITAL IMPROVEMENTS ELEMENT A. 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 (LOS) standards identified in other Elements of this Plan. The City's public facilities which require identification and funding are: • Transportation Element — 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 Volusia County to ensure those facilities are available when needed and recommendations for adequate solid waste collection methods. • Stormwater Sub-Element— Drainage systems necessary to meet recommended LOS standards for stormwater quality and conveyance and coordination with Volusia 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 LOS standards. The Capital Improvements Element will also present methods to ensure "concurrency" as defined and required in Chapter 163 F.S. The Element will also present methods to monitor the "Concurrency Management System" as defined and required in Chapter 163 F.S. Adopted on Date: 01/01/2013 OrdinanccNo. 2013 0 03 CITY OF EDGEWATER CHAPTER IX COMPREHENSIVE PLAN CAPITAL IMPROVEMENTS ELEMENT B. 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 are identified in the list in Table 1. The public education system is operated by the Volusia County School Board, and the public health systems are operated by the Volusia County Health Department. The Volusia County School Board presently bases its needs assessments on the findings of the Educational Plant Survey, prepared every five years by the State Department of Education in accordance with Florida Statutes. The last survey was completed in March 2012. The results of this survey indicate no need for new schools in the near future due to the decline in student enrollment. Indian River Elementary School completed an eleven (11) classroom addition at its location in 2011. The remaining 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 2030. Halifax Hospice operates 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. The Capital Improvements Element addresses capital improvements needed to ensure adopted level of service standards are achieved and maintained for a 5 year period. Therefore,Table 1 lists improvements identified for the years 2013 2017 2014-2018. Funding sources for these capital improvements are listed in Table 11. 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. Adopted on Date: 04/01/2013 OrdinanceNo. 2013 0 03 2 CITY OF EDGEWATER CHAPTER IX COMPREHENSIVE PLAN CAPITAL IMPROVEMENTS ELEMENT Table 1: City of Edgewater Capital Improvement Schedule Fiscal Years Ending 2013 2017 2014-2018 Project 2042-2013 2013-2014 2014-2015 2015-2016 2016-2017 2017-2018 Total ENVIRONMENTAL SERVICES: VAX7FP-Renewal-antl a Replacement Projcct $6,347,283 $6,317,283 WTP Limc Silo Painting $20,000 $20,000 WTP Paint Chemical Feed Room $400,000 $400,000 2.5 MGD Wastewater Treatment Plant $7,500,000 $6,500,000 $14,000,000 SE Service Area Reclaimed Improvements $5,000,000 $5,000,000 Wells 21-24 and raw water mains $2,300,000 $2,300,000 $4,600,000 Reclaim Water Improvements $210,893 $210,893 Lift Station 1 Rchab $4-7-53000 000 $43-1-600 $4-34-3600 Polymer-Station Replacements $30,000 $30,000 •: ..... al" $25,000. . , $2-5;ggg Lime Slaker Replacements $300,000 $300,000 Unspecified Water $200,000 $200,000 $200,000 $400,000 Unspecified Sewer $200 3000 $200,000 $200,000 $400,000 Unspecified Reclaimed $50000 $50,000 $50.000 $100,000 Unspecified Stormwater $225,000 $225,000 Land Acquisition for new $1,958,853 Public Works Site 11.080.000 $1,958,853 $1,080,000 MIEX Pretreatment $33000,000 Improvement at ARTWTP $3,000,000 13.000,000 $6,000,000 Hart Ave.Design and Grant $200,000 $.600,500 Application $400,500 $300.000 $300,000 Lamont Street&Riverside Drive CIP Project $250,000 $250,000 East Palm Way&Riverside Drive CIP Project $250,000 $250,000 East Turgot Avenue& Riverside Drive CIP Project $225,000 $225,000 C2 03 Pearl St Pipe Crossing $4-753000 $4-753000 IRL 09 SW Improvements (Updated Master Plan) $200,000 $2003000 Juniper Dr.Culvert Replacement $97.824 $97,824 Adopted on Datc: 01/01/2013 1 . 1 3 CITY OF EDGEWATER CHAPTER IX COMPREHENSIVE PLAN CAPITAL IMPROVEMENTS ELEMENT Project 2012 2013 2013-2014 2014-2015 2015-2016 2016-2017 2017-2018 Total 26th St.Culvert Replacement $105,086 $105.086 Monson&Riverview Dr. $336,650 $336,650 Public Works Complex Design/Construction $120,000 $750.000 $870,000 10th Street Water Line $25,000 $25,000 Hart Ave.Water Line Improvements $100.000 $100,000 Sludge Loading Area Roofover $40,000 $40,000 Chemical Feed Pumps $32,500 $32,500 Lift Station Telemetry $25,000 $25,000 Future Year Expenditure $1,208,853 $1,708,853 (Figures Are Cumulative) $958,853 $830,000 $1,158,853 $250.000 $500,000 $1,580,000 Environmental Services 9,074,129 $1,708,853 $1655085853 $10,7558,853 $536335853 $43,684,541 Totals $2,312,060 $16,130,000 $9,300,000 $4,175,000 $4,425,000 $36,342,060 LEISURE SERVICES: $361,939 Hawks Park Improvements $71,939 $57,000 $74,000 $73,000 $72.000 $71,000 $347,000 Hawks Park ' .. $440,000 $110,000 Rotary Park Redesign $20;000 $20,000 Hawks Park Walkway Light* $20,000 $20,000 Side alk Infi�ll $41,300 $4-1300 US 1 Median Landscaping $400,000 $100;000 $75,000 $75,000 Rotary Park Expansion $153,978 $153,978 Kennedy Park Seawall $35,000 $35.000 $500 Current Year Unreserved $400 $400 $100 $100 $100 $100 $400 $74,100 $73400 $72,100 $71,100 $731,739 Leisure Services Totals $AA $245,978 $74.100 $73,100 $72,100 $71,100 $347,400 PUBLIC WORKS: $2,202,691 Road Repaving $202,694 $240,441 $500,000 $500,000 $500,000 $500,000 $2,240.441 Signalize SR442 @ I-95 $287,516 $287,546 $287,546 Indian River Blvd.Extension (approx. 1 mile) $1,601,160 $4,604.160 $4,604,160 US 1 Sidewalk Construction $4,100,000 $4409,000 $50,000 $50,000 Flagler Avenue Sidewalk $38645 Construction $37,000 $3386,665 $37,000 Old County and Turgot Sidewalks $87,182 $87,182 Park Ave./Old Mission Road Intersection $60,000 $60,000 Adoptcd on Datc: 01/01/2013 OrdinanccNo. 2013 0 03 4 CITY OF EDGEWATER CHAPTER IX COMPREHENSIVE PLAN CAPITAL IMPROVEMENTS ELEMENT Project 2012 2013 2013-2014 2014-2015 2015-2016 2016-2017 2017-2018 Total $8-,-5814-965 , , , , $500000 Public Works Totals $202,694 $474,623 $500,000 $500,000 $5,391,706 $500,000 $7,366,329 $8,274,659 $1 468,6618 $11,330,953 $6,204,953 $52,997,345 Total $9,718,162 $3,032,661 $16,704,100 $9,873,100 $9,638,806 $4,996,100 $44,244,767 Source: City of Edgewater Planning Division,2012 2013 Adopted on Datc: 01/01/2013 OrdinanccNo. 2013 0 03 5 CITY OF EDGEWATER CHAPTER IX COMPREHENSIVE PLAN CAPITAL IMPROVEMENTS ELEMENT Table 2: 2013-2017 2014-2018 Volusia County School District Five-Year Work Program Project Type 2012 2013 2013-2014 2014-2015 2015-2016 2016-2017 2017-2018 New Construction Major Renovations-Elementary_(to be determined $15,000,000 Deland Area Elm-Addition-For Growth $500,000 $2,500,000 Total New Construction - - - - $500,000 $17,500,000 ,Major Projects at Existing Schools/Facilities 450,,000 2003000 2003000 200,000 2003000 Portables-Lease $100,000 $100,000 $100,000 $100,000 $100,000 Portables-Moves and Compliance 3-50000 250,000 250,000 250,000 250,000 $250,000 009;000 4000,000 4,00000 47000000 Various Schools-Minor Projects 47000,000 $2,100,000 $2,100,000 $2,100,000 $2,100,000 $2.100.000 2750%000 "500000 Various Facilities-Facilities Review Projects $2,300.000 $2,500,000 $2,500,000 $2,500,000 $2,500,000 Total Major Projects at Existing Schools/ 43300 099 3-,9503000 33950,000 339503000 3950,000 Facilities ' ' $4,750,000 $4,950,000 $4,950,000 $4,950,000 $4,950,000 Facilities Management Facilities Management—Various Projects 13250,000 1,000,000 1,000,000 1,000,000 1,000,000 $1,000,000 Technology 23000,000 23000,000 2,090,000 2,000,000 Network,EDP&Communications Equipment 2,369,090 $3,000,000 $3,000,000 $3,000,000 $3,000,000 $3,000,000 System Wide Equipment&Vehicles Various Schools&Departments Furniture& 300,000 300,000 300,900 309,000 Equipment 300,000 $500,000 $500,000 $500,000 $500,000 $500,000 Buses Transportation Dept—Bus Replacement 4,116,030 3,125,000 3,125,000 3,125,000 $3,125,000 Transfers Transfers—Debt Service 51,328,731 $51,267,082 $51,273,646 $51,270,871 $30,669,295 $23,802,365 '3,nz-�-0073250 Transfers-General Fund 15,507,250 $12.950.000 $10,507,250 $8,007,250 $5,507,250 $3.007.250 Adoptcd on Datc: 04/01/2013 OrdinanccNo. 2013 0 03 6 CITY OF EDGEWATER CHAPTER IX COMPREHENSIVE PLAN CAPITAL IMPROVEMENTS ELEMENT Project Type 2012-2013 2013-2014 2014-2015 2015-2016 2016-2017 2017-2018 641274032 Total Transfers 66,835,984 $64,217,082 61,780,896 59,278,121 36,176,545 $26,809,615 7-536444-362 72 155 896 69,653,121 4655513-545 Totals 765.1145T984 $77,583,112 $74,355,896 $71.853.121 $49.251,545 $56,884.615 Source:Volusia County School District,5-Year Work Program Adopted 09/10/13. Each capital improvement project is described briefly in Table 1. In addition, the reason 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, stormwater, parks and recreation, and transportation facilities. 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. The revenue sources listed below comprises a working inventory for which the City's ability to fund the needed capital improvements will be assessed. 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 5year 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. 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 Adopted on Datc: 01/01/2013 OrdinanccNo. 2013 0 03 7 CITY OF EDGEWATER CHAPTER IX COMPREHENSIVE PLAN CAPITAL IMPROVEMENTS ELEMENT cap set by local referendum for debt service or provision of municipal-type services within 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, stormwater and solid waste removal/disposal. Revenue from these operations include user fees, miscellaneous customer service charges and interest income. 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. d. Franchise Fees 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. 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. 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 Adoptcd on Datc: 01/01/2013 OrdinanccNo. 2013 0 03 8 CITY OF EDGEWATER CHAPTER IX COMPREHENSIVE PLAN CAPITAL IMPROVEMENTS ELEMENT addition, the assessment levied must fairly reflect the true cost of the capital improvements. g. Special Assessment Similar to impact fees, special assessments are charged to residents, agencies or areas which 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. h. Borrowing Occasionally, many local governments are required to resort to borrowing funds to pay for capital improvements due to their extremely high cost. Usually, either long-term or short-term financing is used to provide these funds. The short-term financing option is normally handled by local banks and is used to raise the required revenue for periods of one to five years. The more customary method is to authorize long-term bond issues, which range in length from five to thirty years. Listed below are several types of bond issues available to the City. 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. 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. The issuance of the bonds may be approved by the City Council without a voter referendum. 3) Industrial Revenue Bonds. This type of bond, though issued by a local government,is actually assumed by companies or industries that use these Adopted on Date: 01/01/2013 OrdinanceNo. 2013 0 03 9 CITY OF EDGEWATER CHAPTER IX COMPREHENSIVE PLAN CAPITAL IMPROVEMENTS ELEMENT 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 are that the private sector is responsible for the retirement of the debt and that the new employment opportunities are created in the community. 4. State Sources The City depends on annual disbursements from the 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. 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. 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. 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. c. Mobile Home Licenses Mobile Home licenses currently range from $31.60 to $86.60, depending on what time length is established in the rate structure. Each City shares in the allocation of the Adoptcd on Date: 01/01/2013 OrdinanccNo. 2013 0 03 10 CITY OF EDGEWATER CHAPTER IX COMPREHENSIVE PLAN CAPITAL IMPROVEMENTS ELEMENT 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. 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. 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. 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 Business Tax Receipt fees. C. FEDERAL AND STATE GRANTS AND LOANS The system by which Federal general revenue sharing was formerly provided (U.S. State and Local Fiscal Assistance Act of 1972) has been substantially modified. The Federal funds are now available through allocations to the state agencies which administer and monitor block grants or disbursed by federal agencies as block grants directly to state and local agencies, as well as other eligible organizations and individuals. The purpose of the block grants program is to allow recipients greater freedom in the actual funds, though the funds must still be used for projects in specific categories. Since these funds require the competitive applications be submitted in order to receive an allocation, the grant monies are usually non-recurring and cannot accurately be projected for annual budgeting purposes. A partial list of available Federal grant sources is shown in Figure 1. Other grants and loans are administered at the State level, with State Executive Departments acting as "pass-through agencies" for federally funded projects. The Community Development Block Grant (CDBG) is an example of a federally funded grant project. The U.S. Department of Housing and Urban Development administers this program and allocates 70% of its CDBG funds to "entitlement communities", or 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 Economic Adopted on Date: 01/01/2013 OrdinanccNo. 2013 0 03 11 CITY OF EDGEWATER CHAPTER IX COMPREHENSIVE PLAN CAPITAL IMPROVEMENTS ELEMENT Opportunity (DEO) in the State of Florida. DEO 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. DEO administers loans and grants for these projects to eligible governments through its Bureau of Housing. Adoptcd on Datc: 01/01/2013 OrdinanceNo. 2013 0 03 12 CITY OF EDGEWATER CHAPTER IX 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 State Revolving Loan Fund (DFR) Program Agency Comprehensive Estuarine Management SOURCE: "Catalog of Federal Domestic Assistance", Government Printing office, Washington, D.C. Adoptcd on Datc: 04/01/2013 OrdinanceNo. 2013 0 03 13 CITY OF EDGEWATER CHAPTER IX COMPREHENSIVE PLAN CAPITAL IMPROVEMENTS ELEMENT D. 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 (FDOT) 5year Transportation Plan. This influence stemmed from the fact that several roadways within the City's jurisdiction are part of the state highway system, and therefore are largely the financial responsibility of the FDOT. Plans for the improvement of some of these roadways may be included in the before mentioned 5year Transportation Plan. However, there are other such roadways not included in the Plan. Either scenario affects the capacity of the roadways, which in turn affects the level and intensity of development,as well as the degree of financial commitment for which the City must plan. In the absence of improvement plans by FDOT, special provisions may be made when the City desires improvement of a State road to maintain local levels of service standards. These provisions may include the City expending funds for roadway improvements or providing FDOT with the funds, either of which may be collected through an impact fee. In this section, many of the local practices and policies used by the City are described in terms of their general concept and the circumstances surrounding their use. The policies and practices both used in the past and currently in use are identified. Policies and practices not in use which have the potential for being used by the City are discussed in a later section of the CIE. 1. LOS Standards 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. 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 affect 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. 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. Adopted on Datc: 04/01/2013 OrdinanccNo. 2013 0 03 14 CITY OF EDGEWATER CHAPTER IX COMPREHENSIVE PLAN CAPITAL IMPROVEMENTS ELEMENT Sanitary Sewer: 204 gallons per equivalent residential unit per day Solid Waste: 2.5 pounds per capita per day Stormwater: Level A—No significant street flooding Level B—No major residential yard flooding Level C—No significant structure flooding Level D—No limitation on flooding (Based on 25-year/24-hour storm event) Potable Water: 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 B Guidelines for Recreational Facilities: Facility Unit of Measure Parkland 5 acres/1,000 persons Baseball/Softball 1 field/4,000 persons Basketball Court 1 court/5,000 persons Tennis Court 1 court/3,500 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/1,500 persons Bocci Ball Court 1 court/10,000 persons Volley Ball Court 1 court/5,000 persons Boat Ramps 1 ramp/4,700 persons Bike/Pedestrian Trail 1 mile/4,000 persons Fitness Trails 1/14,000 persons Activities Center 1/15,000 persons Gymnasium N/A 2. Capital Improvements Program (CIP) A Capital Improvements Program is a plan for capital expenditures to be incurred each year over a fixed period of years to meet anticipated facility improvements and needs. The CIP identifies each capital project or other capital expenditures anticipated by the City, as well as presenting estimates of the resources needed to finance the project. The CIP is designed to be consistent with the CIE of the local CP because it reflects the goals, objectives and policies of the Element and its implementation strategy, including the 5- Adoptcd on Datc: 04/01/2013 OrdinanccNo. 2013 0 03 15 CITY OF EDGEWATER CHAPTER IX COMPREHENSIVE PLAN CAPITAL IMPROVEMENTS ELEMENT 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. 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 163 F.S. Infill development location and timing may be affected and controlled through the use of impact fees. This is because infill development usually occurs in those areas having capital facilities with excess capacity. If the local government chooses not to recover the costs of capital facilities in underutilized service areas, infill development may be encouraged by the absence of impact fees on developments proposed within those areas. 4. Utility Service Areas The delineation of 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, 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 utility service areas: a) Encourage efficient and orderly growth patterns; b) Preserve agricultural and environmentally sensitive areas; and c) Support control on facility extensions Adoptcd on Datc: 01/01/2013 OrdinanccNo. 2013 0 03 16 CITY OF EDGEWATER CHAPTER IX COMPREHENSIVE PLAN CAPITAL IMPROVEMENTS ELEMENT 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. 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. Therefore, development approval becomes contingent on the ability of 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. 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. Adoptcd on Date: 01/01/2013 OrdinanccNo. 2013 0 03 17 CITY OF EDGEWATER CHAPTER IX COMPREHENSIVE PLAN CAPITAL IMPROVEMENTS ELEMENT 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. 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 certificate of uses, 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's 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. E. FINANCIAL ANALYSIS 1. 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 expenditures. Using this process, it becomes possible to quantify annual revenue surpluses and shortfalls, thereby providing a basis for examining opportunities for Adoptcd on Datc: 01/01/2013 OrdinanccNo. 2013 0 03 18 CITY OF EDGEWATER CHAPTER IX COMPREHENSIVE PLAN CAPITAL IMPROVEMENTS ELEMENT 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. a. 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 utilities, 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. b. Projected Revenues The City's tax base is projected to increase for 2043 2014, assuming a 3.00% rate of growth starting in 2044 2015 for the adjusted taxable value of property (including new construction), as indicated below. The City's assessment ratio is projected to remain stable at 95%. Adoptcd on Datc: 01/01/2013 OrdinanccNo. 2013 0 03 19 CITY OF EDGEWATER CHAPTER IX COMPREHENSIVE PLAN CAPITAL IMPROVEMENTS ELEMENT Table 3: Adjusted Taxable Income Projections Tax Base 2013 2014 2015 2016 2017 2018 Adjusted taxable 592,777,766 600,208,390 618,211,611 636,761,080 income 592,777,766 616,083,636 634,566,14 653,603,129 673,211,223 693,407,560 SOURCE: City of Edgewater Finance Dept. Ad valorem tax yields were projected assuming the fiscal year 2044 2014 rate of millage and the average annual increase (3.00%) in adjusted taxable value over the next five years. It should be noted that the five-year average rate for millage amounts to a rate of 6.17 6.876 per$1,000 of taxable property value. Table 4: Ad Valorem Tax Yield Projections Tax Base 2013 2014 2015 2016 2017 2018 Ad Valorem Tax 3,581,729 3,770,211 3,883,348 1,119,811 Yield 3,660,103 4,236,191 4,363,277 4,494,175 4,629,000 4,767,870 SOURCE: City of Edgewater Finance Dept.Assume a collection of 95%of the total ad valorem tax billings. Table 5 indicates the revenues expected to be available to the City to finance the expenditures and capital improvements for the years 2013 2017 2014-2018. Revenue projections are based on past trends and anticipated changes in funding sources. These amounts are represented in 2044 2014 dollars. Table 5: Revenue Projections Affecting Capital Improvements 2013 2014 2015 2016 2017 2018 FUND General Fund Ad $3,581,729 $3,883,318 $3,999,818 $1,119,811 Valorem $3,660,103 $4,236,191 $4,494,175 $4,629,000 $4,767,870 $4,910,906 Franchise Fees $94-5;000 $1,133,000 $1,166,990 $1,202,000 $1,238,060 $1,262,821 State Shared State Adopted on Date: 04/01/2013 0 ;.. . -, .. . . . 20 CITY OF EDGEWATER CHAPTER IX COMPREHENSIVE PLAN CAPITAL IMPROVEMENTS ELEMENT Shared Revenues $1,733,731 $1,785,743 $1,839,315 $1,894,495 $1,951,330 $1,990,356 Subtotal: $9,781,404 $1050-765911 $10,573,384 $1058905586 $11,217,301 $7,154,934 $7,500,480 $7,725,495 $7,957,260 $8,164,083 Enterprise Funds Wastewater $7,339,776 $3,672,246 $3,782,413 $3,895,885 $4,012,762 $4,093,017 Refuse $3,187,229 $3,563,197 $3,670,093 $3,780,196 $3,893,602 $3,971,474 Water $3,459,415 $3,563,197 $3,670,093 $3,780,196 $3,893,602 $3,971,474 Stormwater $4742271-00 $1,464,763 $1,508,706 $1,553,967 $1,600,586 $1,632,598 Net Bond Proceeds $0 $0 $0 $0 $0 $0 Subtotal $15,783,520 $12,649,653 $1330295143 $13420,017 $13,822,612 $12,263,403 $12,631,305 $13,010,244 $13,400,552 $13,668,563 Total Revenues $25,561,921 $22,726,564 $23,602,527 $24,310,603 $2530395916 $19,418,337 $20,131,785 $20,735,739 $21,357,812 $21,832,646 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. 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. Adoptcd on Datc: 01/01/2013 OrdinanceNo. 2013 0 03 21 CITY OF EDGEWATER CHAPTER IX COMPREHENSIVE PLAN CAPITAL IMPROVEMENTS ELEMENT c. 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 (iii) 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 6 lists these projected expenditures by Fund for 2013 2017 2014-2018. Table 6: Expenditure Projections for Scheduled Capital Improvements 2013 2014 2015 2016 2017 2018 FUND General Fund $6,565,806 $959,765 $-5.721-00 X1.00 Annual Capital Expenditures $611,033 $720,601 $574,100 $573,100 $5,463,806 $571,100 Enterprise Funds Annual Capital Expenses $7,339,776 $300,000 Water/Sewer $522,500 $14,800,000 $8,800,000 $3,450,000 $3,450,000 $958,853 $1,208,853 $1,158,853 $1,708,853 $1,958,853 Public Works $950,000 $1,080,000 $250,000 $500,000 $750,000 $77-57500 x,000 Stormwater $839,560 $250,000 $250,000 $225,000 $225,000 $8,274,659 0468618 $11,330,953 $6,204,953 Total Expenses $9,718,162 $3,032,661 $16,704,100 $9,873,100 $9,638,806 $4,996,100 Adoptcd on Date: 01/01/2013 e .. , - - ! O ! 22 CITY OF EDGEWATER CHAPTER IX COMPREHENSIVE PLAN CAPITAL IMPROVEMENTS ELEMENT The second category includes the projected expenditures required to meet debt service requirements for outstanding bond issues, as well as planned future bond issues included in the revenue projects in Table 6. 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 7 lists the projected debt service expenditures by Fund. Table 7: Debt Service Expenditure Projections 201 2014 2015 2016 2017 2018 FUND General Fund $415,711 $448,092 $117,791 $119,570 $126,410 $93,073 Enterprise Funds Wastewater State SRF Loan 2012 $360,128 $360,128 $360,128 $360,128 Water SunTrust JCI 2005 $92,591 SunTrust JCI 2013 $3243000 $493,000 $533,000 $576,000 $622,000 $657,000 Wells Fargo Series 2009 #42 X10,000 $635,000 $655,000 $626,429 $626,429 $626,429 BB&T SRF Refmance 2012 $240,000 $657,000 $671,000 $686,000 $701,000 $716,000 The debt service to fund the enterprise component of the CIP program consists entirely of revenue bonds and special assessment bonds. Based on the opinion of the City 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 2013 $869,698,616$946,835,690 Charter Limitation at .75% $6,522,710$5,450,977 Adopted on Datc: 01/01/2013 OrdinanccNo. 2013 0 03 23 CITY OF EDGEWATER CHAPTER IX 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 6. Table 8 presents the annual operating expenditure of the City for years 2013 2017 2014- 2018. Table 8: Annual Operating Expenditures 20I3 2014 2015 2016 2017 2018 FUND General Fund $12,207,802 $12,330,565 $12,700,482 $13,081,496 $13,473,940 $13,743,419 Enterprise Fund Water/ Wastewater $8;2077400 $8,478,321 $8,732,671 $8,994,651 $9,264,491 $9,449,781 Public Works $3,012,390 $3,282,846 $3,381,331 $3,482,771 $3,587,254 $3,658,999 Stormwater $1,655,030 $1,464,763 $1,508,706 $1,553,967 $1,600,586 $1,632,598 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 9. Adoptcd on Datc: 01/01/2013 OrdinanceNo. 2013 0 03 24 CITY OF EDGEWATER CHAPTER IX COMPREHENSIVE PLAN CAPITAL IMPROVEMENTS ELEMENT Table 9: Fiscal Assessment No. 1 FUND 2013 2014 2015 2016 2017 2018 REVENUES $12,207,802 $12,330,565 $12,700,482 $13,081,496 $13,473,941 $13,743,420 EXPENDITURES $12,207,802 $12,330,565 $12,700,482 $13,081,496 $13,473,941 $13,743,420 BALANCE - - - - - - WATER/WASTEWATER REVENUES $8,207,400 $8,478,321 $8,732,671 $8,994,651 $9,264,491 $9,449,781 EXPENSES $8,207,400 $8,478,321 $8,732,671 $8,994,651 $9,264,491 $9,449,781 BALANCE - - - - - - PUBLIC WORKS REVENUES $3,012,390 $3,282,846 $3,381,331 $3,482,771 $3,587,254 $3,658,999 EXPENSES $3,012,390 $3,282,846 $3,381,331 $3,482,771 $3,587,254 $3,658,999 BALANCE - - - - - - STORMWATER REVENUES $1,655,030 $1,464,763 $1,508,706 $1,553,967 $1,600,586 $1,632,598 EXPENSES $1,655,030 $1,464,763 $1,508,706 $1,553,967 $1,600,586 $1,632,598 BALANCE - - - - - - Included in Table 9 are the projected revenues (as previously listed in Table 5) and expenditures (consisting of the sum of the cost and expenditures shown in Tables 6, 7 and 8). 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 Adoptcd on Datc: 01/01/2013 OrdinanceNo. 2013 0 03 25 CITY OF EDGEWATER CHAPTER IX COMPREHENSIVE PLAN CAPITAL IMPROVEMENTS ELEMENT 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. 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. The anticipated increases in ad valorem tax revenues for 2013 2017 2014-2018 are featured below in Table 10. Table 10: Anticipated Increase in Ad Valorem Tax Revenue Projections Tax Base 201:3 2014 2015 2016 2017 2018 Result of one-half mill increase over and above current $3,941,972 $3,521,729 $3,883,348 $3,999,848 $4,119,811 Ad-Valorem $4,236,191 $4,550,992 $4,559,951 $4,696,750 $4,720,640 d. Summary and Recommendations Within this section, the projected revenue shortfalls as indicated in Table 9 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 9 and indicate the achievement of an economically feasible comprehensive plan. General Fund: As shown in Table 9, the General Fund is projected to have a balanced budget during 2013 2017 2014-2018. Enterprise Fund: The Enterprise Fund is projected to have a balanced budget during 2013 2017 2014-2018. — Adoptcd on Datc: 01/01/2013 OrdinanceNo. 2013 0 03 26 CITY OF EDGEWATER CHAPTER IX COMPREHENSIVE PLAN CAPITAL IMPROVEMENTS ELEMENT The balancing of the projected revenue and expenditure streams within the Enterprise Fund will be accomplished by the following funding strategy changes: STORMWATER: 1. Apply for various grants from State agencies to assist with various projects; 2. Obtain short term financing via low interest loans;and 3. Carry forward any unexpected funds as revenue. 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. Improved planning and coordination will be initiated among the City's utility departments in order to ensure that public facility and service provision is optimal 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/ stormwater improvements). Also, other entities which share facilities with the City (such as FDOT and Volusia County) sharing the use of the U.S. 1 within the City limit(s) will be coordinated with regarding improvements to their shared facilities. Adoptcd on Date: 01/01/2013 OrdinanceNo. 2013 0 03 27 CITY OF EDGEWATER CHAPTER IX COMPREHENSIVE PLAN CAPITAL IMPROVEMENTS ELEMENT F. GOALS, OBJECTIVES,AND POLICIES 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. GOAL 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. Objective 1.1: Reserving Funds for Needed Future Capital Facilities. Ensure that a Five- Year Capital Improvements Program (CIP) shall be incorporated into the Annual Budget in order to reserve funds for needed future capital facilities. Policy 1.1.1: Preparation of the Five-year Capital Improvement Program. The City's Finance Director shall prepare the Five-Year CIP on an annual basis as part of the City's Annual Budget; it shall address all capital needs of the City. Policy 1.1.2: Municipal Department Heads and the CIE Annual Update. As a part of the annual update process for the Capital Improvements Element, municipal department heads shall provide input to the City Manager and Finance Director regarding capital improvement needs and the adequacy of existing and planned funding sources. Policy 1.1.3: Multi-year Funding Strategy and New Funding Resources. As a part of the annual update process for the Capital Improvements Element the City shall focus on a multi-year funding strategy to identify new funding resources. Objective 1.2: Capital Improvements Classification. Shall include all projects identified in the CIP 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 5:year Capital Improvements Program and annual capital budget. Policy 1.2.1: Debt Service and Operating Expenditures. The City shall, for accounting purposes, include this Element in conjunction with Debt Service and Operating expenditures. Policy 1.2.2: Scheduling and Funding Capital Improvements. The City shall, as a matter of priority, schedule and fund all capital improvements identified by the 5 year Schedule of Improvements. Adoptcd on Datc: 01/01/2013 OrdinanceNo. 2013 0 03 28 CITY OF EDGEWATER CHAPTER IX COMPREHENSIVE PLAN CAPITAL IMPROVEMENTS ELEMENT Policy 1.2.3: Reviewing the Water Supply Facilities Work Plan (WSFWP). The City shall continue to adopt a CIP and annual budget as a part of its budgeting process. The City will review the CIP annually together with the WSFWP to include the water related projects identified for the first five years of the WSFIVP. The program shall be "financially feasible" as defined in Florida Statutes. Policy 1.2.4: Capital Improvement Projects and Priority Ranking Guidelines. The proposed capital improvement projects shall be evaluated and ranked in order of priority according to the following guidelines: • 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, to reduce waste of water resources or to preserve or achieve full use of the existing facilities; • 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. • the project increases the efficiency of use of the existing facilities, prevents or reduces future improvement costs, provides service to developed areas lacking full service or promotes infill development; • the project represents a logical extension of facilities and services within a designated utility service area; • the project implements the policies of this Comprehensive Plan as they pertain to the concurrency requirements;and • the project is financially feasible. Objective 1.3: Proportionate Share. Ensure 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 1.3.1: Implementing Impact Fee Programs. The City shall continue to implement its impact fee programs as conditions to providing utility services to new developments. Policy 1.3.2: Transportation Impact Fee Ordinance. The City shall continue to implement its Transportation Impact Fee Ordinance. Adoptcd on Datc: 01/01/2013 OrdinanceNo. 2013 0 03 29 CITY OF EDGEWATER CHAPTER IX COMPREHENSIVE PLAN CAPITAL IMPROVEMENTS ELEMENT Policy 1.3.3: Future Development and Proportionate Costs. Future development will bear a proportionate cost of all capital improvements necessary to maintain LOS standards adequately. Policy 1.3.4: Private Contributions and the Five-Year Schedule of Capital Improvements. The City shall rely upon private contributions as a funding source within the Fiveyear Schedule of Capital Improvements only when the obligation to fund a specific capital improvement is addressed in an enforceable development agreement or development order. The City shall not be responsible for funding capital improvements that are the obligation of the developer. If the developer fails to meet any capital improvement commitment that is programmed in the Fiveyear Schedule of Capital Improvements, a plan amendment to delete the capital improvement from the Schedule shall be required. Policy 1.3.5: New Development and Impact Fees. All new development, which has a direct or indirect impact on roads, schools, parks, potable water, or sewer, shall continue to be subject to impact fees collected and/or administered by the City. Monies collected as impact fees shall be spent to benefit the City's infrastructure. Objective 1.4: Managing Financial Resources. Will manage its financial resources to ensure the provision of needed capital improvements for previously issued development orders for future development and redevelopment. Policy 1.4.1: Issuance of Development Orders or Permits and Concurrency. The City will not issue development orders or permits unless public facilities (which meet the adopted LOS standards) needed to support development or redevelopment are available, or will be available concurrently with the impacts of the development. Policy 1.4.2: Maximum Ratio of Outstanding Indebtedness. The maximum ratio of outstanding indebtedness (for providing capital improvements) to the property tax base shall be limited by the City to no greater than .75%. Policy 1.4.3: Adoption of the Capital Improvements Program. The City shall continue to adopt a 5year Capital Improvements Program and annual budget as a part of its budgeting process. Policy 1.4.4: Funding to Finance Capital Improvements. 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. Adopted on Date: 01/01/2013 OrdinanceNo. 2013 0 03 30 CITY OF EDGEWATER CHAPTER IX COMPREHENSIVE PLAN CAPITAL IMPROVEMENTS ELEMENT Policy 1.4.5: Limitation on the use of Revenue Bonds. The limitation on the use of revenue bonds as a percent of total debt shall follow applicable Florida statues and acceptable financial practices. Policy 1.4.6: Maximum Ratio of Total Debt Service. The maximum ratio of total debt service to total revenue shall follow applicable Florida statues and acceptable financial practices. Policy 1.4.7: Maximum Ratio of Outstanding Capital Indebtedness to Property Tax Base. The maximum ratio of outstanding capital indebtedness to property tax base shall follow applicable Florida statues and acceptable financial practices. Policy 1.4.8: Reviewing all Sources of Revenue and the Annual Budget Process. Before the annual budget process is initiated, the City shall review all sources of revenue not previously utilized as revenue and shall act to obtain and receive revenue from these potential sources where a benefit to the City can be predicted. Policy 1.4.9: Complying with State Law and the Management of Debt. The City shall comply with all State of Florida law regarding the management of debt. Objective 1.5: Issuance of Development Orders and Permits. 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 1.5.1: LOS Standards. The City shall use the following LOS standards in reviewing the impacts of new development and redevelopment upon public facility provision in the City or in the City's Utility Service Area: Sanitary Sewer: 204 gallons per equivalent residential unit per day Solid Waste: 2.5 pounds per capita per day Stormwater Level A—No significant street flooding Level B —No major residential yard flooding Level C—No significant structure flooding Level D—No limitation on flooding (Based on 25-year/24-hour storm event) Potable Water: 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 B Adopted on Date: 01/01/2013 e ! : 1 31 CITY OF EDGEWATER CHAPTER IX COMPREHENSIVE PLAN CAPITAL IMPROVEMENTS ELEMENT Guidelines for Recreational Facilities: Facility Unit of Measure Parkland 5 acres/ 1,000 persons Baseball/Softball 1 field/4,000 persons Basketball Court 1 court/5,000 persons Tennis Court 1 court/3,500 persons Handball/Racquetball Court 1 court/4,000 persons Community Center 1aacility/30,000 persons Multi-Purpose/Soccer 1 field/4,000 persons Shuffle Board Court 1 court/1,500 persons Bocci Ball Court 1 court/10,000 persons Volley Ball Court 1 court/5,000 persons Boat Ramps 1 ramp/4,700 persons Bike/Pedestrian Trail 1 mile/4,000 persons Fitness Trails 1/14,000 persons Activities Center 1/15,000 persons Gymnasium N/A Policy 1.5.2: New Development, Redevelopment or Comprehensive Plan Amendments Guidelines. 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: • contribute to a condition of public hazard as described in the Utilities Sub-elements, • exacerbate any existing condition of public facility capacity deficits as described in the Utilities Sub-elements, the Transportation Element and the Recreation and Open Space Element, • generate public facility demands that may be accommodated by capacity increases planned in the 5 year Schedule of Improvements; • conform to future land uses as shown on the Future Land Use Map (FLUM) of the Future Land Use Element (FLUE), and utility service areas as described in the Utilities Sub-elements; • if public facilities are developer-provided, accommodate public facility demands based on adopted LOS standards; Adopted on Datc: 04/01/2013 OrdinanccNo. 2013 0 03 32 CITY OF EDGEWATER CHAPTER IX COMPREHENSIVE PLAN CAPITAL IMPROVEMENTS ELEMENT • if public facilities are provided, in part or whole, by the City, demonstrate financial feasibility, subject to this element; • represent a logical extension of facilities and service from the City to the urban fringe, or is compatible with the plans of the State agencies or the St. Johns River Florida Water Management District (SJRWMD) ; and • determination of future capital improvement needs shall be based on anticipated future growth or redevelopment patterns and whether a particular improvement advances the goals, policies and objectives of the Comprehensive Plan. Policy 1.5.3: Land Use Development Orders and Concurrency. Land use development orders shall be granted only when facilities functioning at the adopted LOS exist, or will be available, concurrent with occupancy or use of such developed land with respect to sewer, water and stormwater, and within three years for recreation and transportation. Policy 1.5.4: Public and Private Capital Facilities and LOS Provision. The City shall require all public and private capital facilities to operate and provide service at the LOS adopted in this Comprehensive Plan for existing, previously issued development orders and future permitted development. Policy 1.5.5: Public Facilities and Services and Concurrency. The City shall continue to make public services and facilities available concurrent with the impacts of development. In cases of phased development, the City shall determine when public facilities and services are necessary to maintain concurrency. Objective 1.6: Coastal High Hazard Area. By December 2014, shall review its Land Development Code to evaluate limiting the size and density of developments in the coastal high- hazard area, as defined by the Coastal Management Element. Policy 1.6.1: Constructing Public Facilities and the Coastal High Hazard Area. The City will not construct public facilities east of U.S. 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. Policy 1.6.2: Limiting Public Expenditures and the Coastal High Hazard Area. The City will limit public expenditures that subsidize development in Adoptcd on Date: 01/01/2013 OrdinanccNo. 2013 0 03 33 CITY OF EDGEWATER CHAPTER IX COMPREHENSIVE PLAN CAPITAL IMPROVEMENTS ELEMENT coastal high-hazard areas except for the restoration and enhancement of natural resources. Objective 1.7: Adoption of Local Government and External Agency Plans. Adopt all applicable outside local government and external agency plans necessary to maintain and provide for LOS. Policy 1.7.1: Meeting School Capacity and Student Demands. The City hereby adopts by reference the Volusia County School District's Facilities 5-Year Work Program to meet anticipated school capacity and student demands projected by the County and municipalities based on the adopted LOS standards for public schools. Policy 1.7.2: Meeting Demand of State Transportation Facilities. The City hereby adopts by reference the Florida Department of Transportation's 5- Year Work Program to meet anticipated demand through improvement of State transportation facilities within the jurisdiction. Policy 1.7.3: Meeting Water Supply Demand and Needs. The City hereby adopts by reference the St. Johns River Water Management District's (SJRWMD) Water Supply Plan 2005 to meet anticipated water supply and demand needs within the jurisdiction. GOAL 2: Provide for a financially feasible public school facilities program. Objective 2.1: Level of Service Standards. Shall ensure that the capacity of schools is sufficient to support residential subdivisions and site plans at the adopted LOS standard. This LOS standard shall be consistent with the LOS standard adopted in the interlocal agreement entered into by the School Board and the local governments within Volusia County. Policy 2.1.1: Applying LOS Standards. The LOS 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: Florida Inventory of School House LOS Standards. Consistent with the interlocal agreement, the uniform, district-wide LOS standards are set as follows using FISH (Florida Inventory of School House) capacity based on the traditional school calendar • Elementary Schools: 115% of permanent FISH capacity for the concurrency service area; • K- 8 Schools: 115% of permanent FISH capacity for the concurrency service area; Adoptcd on Datc: 01/01/2013 OrdinanccNo. 2013 0 03 34 CITY OF EDGEWATER CHAPTER IX COMPREHENSIVE PLAN CAPITAL IMPROVEMENTS ELEMENT • Middle Schools: 115% of permanent FISH capacity for the concurrency service area; • High Schools: 120% of permanent FISH capacity for the concurrency service area;and • Special Purpose Schools: 100% of permanent FISH capacity. Objective 2.2: School Capital Facilities Planning. Shall cooperate with the School Board to ensure existing deficiencies and future needs are addressed consistent with adopted LOS standards for public schools. Policy 2.2.1: Reviewing the School Board's Annual Work Program. The City shall review the School Board's annual work program to verify that it is financially feasible and will maintain the LOS standards by the end of the five-year period. Policy 2.2.2: Future Development Proportionate Costs and Public Schools. 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 LOS standards via impact fees and other legally available and appropriate methods. GOAL 3: Establish a redevelopment plan and research the possibility of creating a Community Redevelopment Area in the City. Objective 3.1: Redevelopment Plan and Community Redevelopment Area. Amend the Capital Improvements Element to include in the annual budget process funds to develop a redevelopment plan or conduct a feasibility study on creating a Community Redevelopment Area (CRA). Policy 3.1.1: Feasibility of Implementing a Redevelopment Plan. The City shall review the feasibility of implementing a Redevelopment Plan through funds established in the Capital Improvements Program. The Plan shall include at minimum, the establishment of architectural standards, community appearance standards, or both, for residential and non- residential properties within the redevelopment areas; and recommendations for the potential revision or amendment of provisions of the City's Land Development Code. Policy 3.1.2: Feasibility of Implementing a Community Redevelopment Area. The City shall review feasibility of implementing a CRA through funds established in the Capital Improvements Program. The CRA Plan shall include at minimum, recommendations for the creation of districts or Adopted on Datc: 04/01/2013 OrdinanccNo. 2013 0 03 35 CITY OF EDGEWATER CHAPTER IX COMPREHENSIVE PLAN CAPITAL IMPROVEMENTS ELEMENT zones within the boundaries of the City's CRA, the establishment of architectural standards, community appearance standards, or both, for residential and non-residential properties within the CRA; and recommendations for the potential revision or amendment of provisions of the City's Land Development Code. Policy 3.1.3: Creating a Redevelopment Advisory Board. The City shall create an advisory board to provide guidance on projects and plans established in the Redevelopment Plan or CRA Plan upon adoption of the plans established in Policies 3.1.1 and 3.1.2 of this Element. Policy 3.1.4: Seeking Innovative Financial Strategies. The City shall seek innovative financial strategies such as Tax Increment Financing (TIF) to fund redevelopment projects within the City. Policy 3.1.5: Establishing Incentives to Developers of Infill and Redevelopment Projects. The City shall establish incentives, such as density bonuses, expedited permitting, reduction in impact fees, reducing or eliminating parking requirements, providing tax incentives, or creating an area-wide stormwater facility to minimize onsite detention and retention infrastructure, to developers of infill and redevelopment projects within the proposed areas established in Policies 3.1.1 and 3.1.2 of this Element. CAPITAL IMPROVEMENTS PROGRAM IMPLEMENTATION CAPITAL IMPROVEMENTS SCHEDULE (5-YEAR) As shown in Table 11, 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". Adopted on Date: 01/01/2013 OrdinanceNo. 2013 0 03 36 CITY OF EDGEWATER CHAPTER IX COMPREHENSIVE PLAN CAPITAL IMPROVEMENTS ELEMENT LONG TERM TRANSPORTATION IMPROVEMENTS Table 12 describes transportation improvements that the City anticipates may be necessary within a ten (10) year time frame. Table 11: City of Edgewater Five Year Schedule of Improvements Fiscal Years Ending 20134017 2014-2018 Project* Schedule Cost Revenue Source LOS Non- LOS LEISURE SERVICES: 2013 2017 $364,939 Hawks Park Improvements 2014-2018 $347,000 General Fund N Hawk3 Park Rcstroom/Concc3sion 294-3 $110,000 Capital Fund R 3 $20,000 Capital Fund N I Iawks Park Walkway Lighting 203 $20;909 Capital Fund N 204-3 $417300 Capital Fund N US 1 Mcdian Land3caping 204-3 $100,000 Capital Fund N US 1 Mcdian Irrigation 294-3 $ 000 Capital Fund N Rotary Park Expansion 2014 $153,978 General Fund N Kennedy Park Seawall 2014 $35,000 General Fund N 2013 2017 $-500 Current Year Unreserved 2014-2018 $400 General Fund N ENVIRONMENTAL SERVICES: SRF& 2.5 MGD Wastewater Treatment Plant 2015-2016 $14,000,000 Developer N SRF&Impact SE Service Area Reclaimed Improvements 2015 $5,000,000 Fees N Wells 21-24 and raw water mains 2015-2016 $4,600,000 Developer N Reclaim Watcr Improvements 201-3 $210,893 N Lift Station 1 Rehab 204-3 $1000 Capital Fund R Contract Admini3tration 204-3 $4347600 Capital Fund N Lamont St. and Riverside Dr. CIP Project 2015 $250,000 Capital Fund N East Palm Way&Riverside Dr. CIP Project 2016 $250,000 Capital Fund N E.Turgot Ave. &Riverside Dr. CIP Project 2017 $225,000 Capital Fund N Polymer Station Replaccmcnt3 (3) 204-3 $30,000 Capital Fund R 4: ► ., ; .--.. . , ..,.i. 204-3 $2000 Capital Fund R Lime Slaker Replacements 2014 $300,000 Capital Fund R Hart Ave. Design&Grant Application Adopted on Date: 04/01/2013 OrdinanccNo. 2013 0 03 37 CITY OF EDGEWATER CHAPTER IX COMPREHENSIVE PLAN CAPITAL IMPROVEMENTS ELEMENT Project* Schedule Cost Revenue Source LOS Non- LOS 2013-2014 $600,500 $300,000 Capital Fund N $200;000 Unspecified Water 2017-2018 $400,000 Capital Fund TBD $200,000 Unspecified Sewer 2017-2018 $400,000 Capital Fund 1'BD $50,000 Unspecified Reclaimed 2017-2018 $100.000 Capital Fund TBD Unspecified Stormwater 2018 $225,000 Capital Fund TBD Land Acquisition for new Public Works 204-7 $1,958,853 Site 2015 $1,080,000 Capital Fund N MIEX Pretreatment Improvement at @;000000 ARTWTP 2017-2018 $6.000,000 Capital Fund N ..•..AA" . -- . -: ' -; ----- " . - 201-3 $6,317,283 R 294-3 $20,909 C—a3.i.t-al-Fuftd N 204- N '-: '•_- 2013 $175,000 Garit-al-Fuftd R IRL 09 SW Improvements (Updated-M.A..1 Plan) 2-013 0 Capital Fund 2013 2017 $5,335,412 Future Year Expenditure 2014-2018 $1,580,000 Capital Fund Juniper Dr. Culvert Replacement 2014 $97,824 Capital Fund R 26th St. Culvert Replacement 2014 $105,086 Capital Fund R Monson&Riverview Drive 2014 $336,650 Capital Fund N Public Works Complex Design/Construction 2014 $120,000 Capital Fund N 10th Street Water Line 2014 $25,000 Capital Fund N 2014 $100,000 Hart Ave.Water Line Improvements Capital Fund R Sludge Loading Area Roofover 2014 $40,000 Capital Fund N Chemical Feed Pumps 2014 $32,500 Capital Fund N Lift Station Telemetry 2014 $25,000 Capital Fund N PUBLIC WORKS: 2013 2017 $2,202,691 Road Repaving 2014-2018 $2,240,441 General Fund R 2044 Signalize SR 442 @ 1-95 SB Ramp 2017 $287,546 Developer N Indian River Blvd. Extension (approx. 1 Adopted on Datc: 01/01/2013 OrdinanccNo. 2013 0 03 38 CITY OF EDGEWATER CHAPTER IX COMPREHENSIVE PLAN CAPITAL IMPROVEMENTS ELEMENT Project* Schedule Cost Revenue Source LOS Non- LOS mile) 2011 2017 $4,604,160 Developer N 40400 US 1 Sidewalk Construction 2014 $50,000 LAP Funds N 201-5 $386,665 Flagler Avenue Sidewalk Construction 2014 $37.000 LAP Funds N Old County and Turgot Sidewalks 2014 $87,182 General Fund N Park Ave./Old Mission Rd. Intersection 2014 $60,000 General Fund N LEGEND: R-REPLACEMENT, N-NEW, E- EXPANDED *Projects in Fiscal Years 2013 2017 2015-2018 are currently unfunded. Table 12: Long Term (10 year) Transportation Improvements Williamson Blvd. Extension (four lanes) Indian River Blvd. Extension (four lanes) Signalize S.R. 442 at I-95 southbound ramps Signalize S.R. 442 at 1-95 northbound ramps S.R. 442 at I-95 lane additions Future Transit Corridor (Williamson Blvd. extension) U.S. 1 widening (six lanes between S.R. 442 and Riverside Dr.) 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: Adopted on Date: 01/01/2013 OrdinanceNo. 2013 0 03 39 CITY OF EDGEWATER CHAPTER IX COMPREHENSIVE PLAN CAPITAL IMPROVEMENTS ELEMENT • 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, • The CIE's consistency with the CP Elements and its support of the FLUE, • The City's ability to provide public facilities and services within the utility service area in order to determine any need for boundary modification or adjustment; • The priority assignment of existing public facility deficiencies; • The City's progress in meeting those needs determined to be existing deficiencies; • The criteria used to evaluate capital improvement projects in order to ensure that projects are being ranked in their appropriate order of priority; • The City's effectiveness in maintaining its adopted LOS standards; • 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; • The effectiveness of impact fees for assessing new development a pro rata share of the improvement costs which they generate; • The impacts of special districts and any regional facility and service provision upon the City's ability to maintain its adopted LOS standards; • The ratio of outstanding indebtedness to the property tax base; • Efforts made to secure grants and/or private funds, whenever available to finance the provision of capital improvements; • The transfer of any unexpected account balances; • The criteria used to evaluate proposed plan amendments and request for new development or redevelopment;and • 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 a Technical Review Committee, as designated by the City Manager, and other appropriate personnel for the purpose of establishing whether the various adopted LOS 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 LOS 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 LOS provided to the adopted standard are complete. Adopted on Date: 01/01/2013 OrdinanceNo. 2013 0 03 40 City of VED GEVATERJ Inc. 1951 CITY OF EDGEWATER COMPREHENSIVE PLAN CAPITAL IMPROVEMENTS ELEMENT CONCURRENCY MANAGEMENT SYSTEM SUB-ELEMENT CHAPTER IX CITY OF EDGEWATER CHAPTER IX COMPREHENSIVE PLAN CAPITAL IMPROVEMENTS ELEMENT CONCURRENCY MANAGEMENT SUB-ELEMENT CHAPTER IX CAPITAL IMPROVEMENTS ELEMENT CONCURRENCY MANAGEMENT SUB-ELEMENT A. PUBLIC FACILITIES, CAPACITIES AND LEVEL-OF-SERVICE (LOS) INVENTORY FOR CONCURRENCY MANAGEMENT The following inventories shall be maintained by the City to be used for the concurrency assessment of new development. 1. Transportation: • Design capacity of different roadway types. • The existing LOS 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 CP. • The adopted LOS 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. 2. Sanitary Sewer: • The capacity of the wastewater treatment facilities. • The existing LOS 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 LOS standards for average daily flow per equivalent residential unit. • The existing deficiencies of the system. Adoptcd on Date: 01/01/2013 OrdinanceNo. 2013 0 03 CITY OF EDGEWATER CHAPTER IX COMPREHENSIVE PLAN CAPITAL IMPROVEMENTS ELEMENT CONCURRENCY MANAGEMENT SUB-ELEMENT • The reserve capacities. 3. Potable Water: • The design capacity of potable water treatment facilities. • The existing LOS 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 LOS standards for the potable water facility components. • The existing capacities or deficiencies of the system. • The reserved capacities. 4. Solid Waste Disposal: • The design capacity of solid waste disposal facilities. • The existing LOS. • The adopted LOS standard for solid waste. • The projected capacities or deficiencies. 5. Stormwater Drainage: • The existing LOS measured by storm event as determined by the City and its Consulting Engineers. • The adopted LOS standard for stormwater drainage quantity and quality. 6. 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 CP. • The existing LOS measured by the number of acres of parks available per 1,000 residents of the City based on an inventory of parks in the City and the population of the City. Adoptcd on Datc: 01/01/2013 OrdinanccNo. 2013 0 03 2 CITY OF EDGEWATER CHAPTER IX COMPREHENSIVE PLAN CAPITAL IMPROVEMENTS ELEMENT CONCURRENCY MANAGEMENT SUB-ELEMENT • The existing LOS guidelines 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 LOS standards for park acreage and guidelines for individual recreation facilities as outlined in the Recreation and Open Space Element of this CP. • The projected capacities or deficiencies. 7. Public Schools: • The existing LOS standard for public schools measured by the Volusia County School Board. • The projected student enrollment, capital improvements, and estimated revenues measured by the Volusia County School Board. B. CONCURRENCY ASSESSMENT The Development Services 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 LOS 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; • 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 Development Services Department determines: • The impacts created by the proposed development; Adoptcd on Datc: 01/01/2013 OrdinanceNo. 2013 0 03 3 CITY OF EDGEWATER CHAPTER IX COMPREHENSIVE PLAN CAPITAL IMPROVEMENTS ELEMENT CONCURRENCY MANAGEMENT SUB-ELEMENT • Whether the public facilities covered under the Concurrency Management System will be available concurrent with the impacts of new development at the adopted LOS; • 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. 1. Sanitary Sewer, Solid Waste, Stormwater and Potable Water Facilities a) 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 b) At the time the development order is issued, the necessary facilities are guaranteed in an enforceable development agreement. c) An agreement or development order,issued pursuant to Chapter 380, F.S., to be in place and available to serve the new development at the time of the issuance of a Certificate of Occupancy. d) For potable water, prior to approval of a building permit or its functional equivalent, the City shall determine that there will be adequate water supplies and facilities available no later than the date at which the City anticipates issuing a Certificate of Occupancy to serve the new development. 2. Parks and Recreation Facilities a) At the time the development order is issued, the necessary facilities are in place, or actual construction has commenced; or b) 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; or c) 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 d) 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 Adoptcd on Date: 01/01/2013 OrdinanceNo. 2013 0 03 4 CITY OF EDGEWATER CHAPTER IX COMPREHENSIVE PLAN CAPITAL IMPROVEMENTS ELEMENT CONCURRENCY MANAGEMENT SUB-ELEMENT actual construction no more than one (1) year after issuance of a Certificate of Occupancy;or e) At the time the development order is issued, the necessary facilities are guaranteed in an enforceable development agreement under actual construction not more than one (1) year after issuance of a Certificate of Occupancy. 3. Transportation Facilities a) At the time a development order is issued, the necessary facilities and services are in place or under construction;or b) 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 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: 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 LOS standard and which is listed in the first three (3) years of the Five Year Schedule of Improvements in the Capital Improvements Element. c) 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 d) At the time a development order is issued, the necessary facilities and services are guaranteed an enforceable development agreement or an agreement or development order is issued pursuant to Chapter 380, F.S.; and will be in place or under actual construction not more than three (3) years after issuance of a Certificate of Occupancy. The adopted LOS standards (see Table CM-I) are the minimum acceptable standards with which all proposed new development shall comply. The Concurrency Management portion Adoptcd on Datc: 04/01/2013 OrdinanccNo. 2013 0 03 5 CITY OF EDGEWATER CHAPTER IX COMPREHENSIVE PLAN CAPITAL IMPROVEMENTS ELEMENT CONCURRENCY MANAGEMENT SUB-ELEMENT 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. 4. School Facilities For school facilities, the following standards will satisfy the concurrency requirement: a) For district-wide concurrency service areas: 1. At the time the residential development order or permit is issued, the necessary facilities and services are in place or under construction; or 2. A residential development order or permit 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 construction not more than 3 years after permit issuance as provided in the adopted public school facilities program. b) For less than district-wide concurrency service areas: If public school concurrency is applied on less than a district-wide basis in the form of concurrency service areas, a residential development order or permit shall be issued only if the needed capacity for the particular service area is available in one or more contiguous service areas and school capacity is available district- wide as defined in Section 163.3180 F.S. C. GENERAL RULES FOR CONCURRENCY ASSESSMENT 1. 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. 2. 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. 3. Phasing Development that is proposed to be phased may also phase the improvement of facilities provided the concurrency requirements for each facility are met. Adopted on Datc: 04/01/2013 OrdinanceNo. 2013 0 03 6 CITY OF EDGEWATER CHAPTER IX COMPREHENSIVE PLAN CAPITAL IMPROVEMENTS ELEMENT CONCURRENCY MANAGEMENT SUB-ELEMENT 4. 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. 5. Additional Information The Development Services 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 Development Services 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. 6. Transportation The City's Land Development Code provides development thresholds at which traffic studies will be required. Required studies shall use the most recent 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 LOS 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. 7. 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 require commercial and industrial developments to provide a description and estimate of water use Adopted on Datc: 04/01/2013 OrdinanccNo. 2013 0 03 7 CITY OF EDGEWATER CHAPTER IX COMPREHENSIVE PLAN CAPITAL IMPROVEMENTS ELEMENT CONCURRENCY MANAGEMENT SUB-ELEMENT 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. 8. 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 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. Prior to approval of a building permit or its functional equivalent, the City shall determine that there will be adequate water supplies and facilities available no later than the date at which the City anticipates issuing a certificate of occupancy to serve the new development. All development is subject to the City's Concurrency Management System. 9. 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. 10. Stormwater Drainage All developments shall prepare a drainage plan based on the Stormwater regulations which incorporate the LOS 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. Adopted on Date: 01/01/2013 OrdinanceNo. 2013 0 03 8 CITY OF EDGEWATER CHAPTER IX COMPREHENSIVE PLAN CAPITAL IMPROVEMENTS ELEMENT CONCURRENCY MANAGEMENT SUB-ELEMENT 11. 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, the City reserves the right to require the provision of recreational facilities as part of Planned Unit Developments. Adopted on Date: 01/01/2013 OrdinanceNo. 2013 0 03 9 CITY OF EDGEWATER CHAPTER IX COMPREHENSIVE PLAN CAPITAL IMPROVEMENTS ELEMENT CONCURRENCY MANAGEMENT SUB-ELEMENT D. GOALS, OBJECTIVES,AND POLICIES GOAL 1: The City shall undertake necessary action to economically and efficiently provide needed public facilities and services to all residents within its jurisdiction in a manner which protects investments in existing facilities, maximizes the use of existing facilities and promotes orderly compact urban growth. Objective 1.1: Capital Improvements Provision. 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: Criteria for Capital Improvement Projects. The City shall include all projects identified in the other Elements of this CP 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: Debt Service and Operating Expenditures. The City shall, for accounting purposes, also include into this Element Debt Service and Operating expenditures. Policy 1.1.3: Prioritizing, Scheduling, and Funding Capital Improvements. 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 CP. Policy 1.1.4: Renewal and Replacement of Capital Facilities. The City will continue its current program of providing for renewal and replacement of capital facilities as outlined in the various Elements of this CP. Policy 1.1.5: Capital Improvements Coordinating Committee. A Capital Improvements Coordinating Committee shall be created composed of the 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: Evaluation and ranking of Capital Improvement Projects. Proposed City Capital Improvement Projects shall be evaluated and ranked in order of priority according to the following criteria: • 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; Adopted on Datc: 04/01/2013 OrdinanceNo. 2013 0 03 10 CITY OF EDGEWATER CHAPTER IX COMPREHENSIVE PLAN CAPITAL IMPROVEMENTS ELEMENT CONCURRENCY MANAGEMENT SUB-ELEMENT • 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; • 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; • Whether the project implements the policies of this CP as they pertain to the concurrency requirements;and • Whether the project is financially feasible. Objective 1.2: Proportionate Cost of Future Development. Ensure future development will bear a proportionate cost of facility improvements necessitated by the development in order to maintain the adopted LOS standards. Policy 1.2.1: Collecting Impact Fees. The City will continue to collect impact fees from development projects to pay for the provision of transportation, water, sewer and recreation facilities required by those projects. Policy 1.2.2: Considering Other Impact Fees. The City shall continue the use of other impact fees, such as for public safety services. Policy 1.2.3: New Development and Donating Fair Share of Rights-of-ways. 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: Managing Financial Resources. 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: Maximum Ratio of Outstanding Indebtedness. In providing capital improvements, the City shall limit the maximum ratio of outstanding indebtedness to no greater than .75% of the property tax base. Policy 1.3.2: Annually Adopting the Capital Improvement Program. 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: Financing the Provision of Capital Improvements. The City shall continue to apply for and secure grants or private funds whenever Adopted on Datc: 01/01/2013 OrdinanccNo. 2013 0 03 11 CITY OF EDGEWATER CHAPTER IX COMPREHENSIVE PLAN CAPITAL IMPROVEMENTS ELEMENT CONCURRENCY MANAGEMENT SUB-ELEMENT available to finance the provision of capital improvements and other City improvement projects. Policy 1.3.4: Issuance of Certificates of Occupancy. The City will provide for all public facilities needed to service development for which Development Orders were previously issued prior to the issuance of Certificates of Occupancy. Policy 1.3.5: Allocating the Costs of New Public Facilities. 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: Concurrency Management System. 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 CP, the Land Development Regulations, and the availability of necessary facilities to support such development. Policy 2.1.1: LOS Standards and Reviewing the Impacts of Developments. The City shall use the LOS standards (found in Table CM-I) in reviewing the impacts of new development and/or redevelopment upon public facilities and services. Adoptcd on Date: 04/01/2013 OrdinanccNo. 2013 0 03 12 CITY OF EDGEWATER CHAPTER IX COMPREHENSIVE PLAN CAPITAL IMPROVEMENTS ELEMENT CONCURRENCY MANAGEMENT SUB-ELEMENT Table CM-I: Level of Service Standards Facility Standard Sanitary Sewer 204 gallons/ERU/day Solid Waste 2.51bs/capita/day Potable Water 204 gallons/ERU/day Water quality: Meet State and Federal Drinking Water Standards Stormwater 25 year/24 hr storm Traffic Circulation Limited Access Roads B, or as otherwise prescribed by FDOT Arterial D Collectors D Guideline for Recreational LOS/Person Facilities Parkland 5 acres/1,000 persons Baseball/Softball 1 Field/4,000 persons Basketball Court 1 court/5,000 persons Tennis Court 1 court/3,500 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/1,500 persons Bocci Ball Court 1 court/10,000 persons Volley Ball Court 1 court/5,000 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 1/15,000 persons Gymnasium N/A Public Schools Elementary Schools 115% of permanent FISH capacity for the concurrency service area. K- 8 Schools 115% of permanent FISH capacity for the concurrency service area. Middle Schools 115% of permanent FISH capacity for the concurrency service area High Schools 120% of permanent FISH capacity for the concurrency service area Special Purpose Schools 100% of permanent FISH capacity. ERU-Equivalent Residential Units FISH—Florida Inventory of School House Adoptcd on Datc: 04/01/2013 OrdinanccNo. 2013 0 03 13 CITY OF EDGEWATER CHAPTER IX COMPREHENSIVE PLAN CAPITAL IMPROVEMENTS ELEMENT CONCURRENCY MANAGEMENT SUB-ELEMENT Policy 2.1.2: Ensuring Adequate Water Supplies and Facilities and Concurrency. Prior to approval of a building permit or its functional equivalent, the City shall determine that there will be adequate water supplies and facilities available no later than the date at which the City anticipates issuing a certificate of occupancy to serve the new development. All development is subject to the City's Concurrency Management system. Policy 2.1.3: Tracking Water Demands and Outstanding Commitments. The City shall track current water demand and outstanding commitments in order to determine the availability of an adequate water supply for proposed developments. Policy 2.1.4: Concurrency Requirements. Provisions in the CP that ensure public facilities and service standards will be met to satisfy the Concurrency requirements are listed below: • The necessary facilities and services are in place at the time a development permit is issued; or • 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 • The necessary facilities are under construction at the time a permit is issued; or • The necessary facilities and services are guaranteed in an enforceable development agreement. The agreement must guarantee that the necessary facilities and services will be in place when the impacts of the development occur; or • 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. • 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. Adoptcd on Datc: 01/01/2013 OrdinanceNo. 2013 0 03 14 CITY OF EDGEWATER CHAPTER IX COMPREHENSIVE PLAN CAPITAL IMPROVEMENTS ELEMENT CONCURRENCY MANAGEMENT SUB-ELEMENT Policy 2.1.5: Evaluation Guidelines for New Development or Redevelopment. Proposed CP amendments and requests for new development or redevelopment shall be evaluated according to the following guidelines as to whether the proposed action would: • be consistent with the Utilities Element and the Coastal Management Element and not contribute to a condition of public hazard. • 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 CP. • generate public facility demands that may be accomplished by planned capacity increases. • conform to future land uses as shown on the FLUM of the FLUE. • accommodate public facility demands based upon LOS standards by provision of facilities by the developer or by the City consistent with this Element. • be consistent with the County, State and Regional agencies and water management district's facilities plans. Adoptcd on Datc: 04/01/2013 OrdinanccNo. 2013 0 03 15