MOBILITY FEES, SMART GROWTH AND FUNDING July 11, 2012

MOBILITY FEES, SMART GROWTH AND FUNDING

July 11, 2012

CLAY COUNTYGROWTH MANAGEMENT SUMMIT

Presentation Overview

• What is the reason?

• Key concepts

• Initiatives Around the State

• Wrap-up

2

3

What is the reason?

• Change

Is there a reason?

Can we get community buy-

in?

Do we have the political

desire?

4

• What is Clay County’s

Reason for Change?

Jobs

Economy

Funding

Tax Base

What is the reason?



• Key concepts


• Wrap-up

5

• Spending flexibility

• Creating development incentive tools

• Getting the right development form and

location

• Creating new jobs

• Multiple revenue sources

• Optimizing revenues

per unit of land use

6

Key Concepts



• Key concepts


• Wrap-up

7

City of Oviedo

City of Tampa

Pasco

Plant City

Osceola

City of Aventura

City of Sarasota

City of North Port

Collier

Orange

City of Orlando

Panama CityAlachua

City of Destin

City of DeLand

City of Jacksonville

= TOA Working On= TOA Monitoring

8

Initiatives Around the State

Mobility Fees and Plans

• Selected Projects

Pasco County

City of Tampa

Osceola County

City of Orlando

9


Pasco County Mobility Fee

Reason for change…

…Did not want to continue to be a

bedroom community for

Hillsborough and Pinellas counties.

10

Factors Motivating Pasco:

• 48% of Pasco County workers employed outside of

Pasco County boundaries – Highest % of commuters

in Region

• 12% Unemployment – Highest % in Region

11


Factors Motivating Pasco (Continued):

• Highest impact fees in Region

• Unsustainable Growth Patterns

• Tax Base dependent on residential development

(79%)

12


• Study Completed

13


“The whole point of the new fees is to do two things: create jobs and redirect growth in a way that’s healthier for the County. …. The idea is to keep the growth in the urban areas, keeping rural areas rural”

John Hagen, President and CEO of the

Pasco Economic Development Council

14


County Objectives:

• Vary fees geographically

• Incentives for job creating land uses

• Flexibility to spend fees across modes

• Other revenues subsidize incentives

15


County Objectives Continued:

• Tolerate greater congestion in urban area

• Penny for Pasco to be reauthorized in 2014

• Expand transit service

• Earmark funds for state roads

• Opt in provision for cities

16


County Objectives Continued:

• Other revenues subsidize/buy-down fees

• Gas Tax

• Penny for Pasco Sales Tax

• New Tax Increment (1/3 of growth county-wide)

• Required buy-down calculated yearly based on permit

issuance

17


Rural

Suburban

Urban

Vary Rate Schedules Geographically

18


Traditional Office Fee

Per 1000 SF $2,000

Old Fee = $3,703

$0

$1,000

19

Vary Land Use Rate by Geographic Area


TND OfficePer 1000 SF

$500

Old Fee = $3,703

$0

$250

$2,000

$1,000

20


Vary Land Use Rate by Geographic Area

No Fee for TOA in Targeted Overlay AreasTOD All Uses

Per 1000 SF Old Fee = N/A

N/A

N/A

$0

21


Summary:

• Implement comprehensive plan

• Economic development incentive tool

• New jobs in Pasco County

• Right development form, right place, right time

• Now updating the Land Development Code

22



Pasco County

City of Tampa

Osceola County

City of Orlando

23


City of Tampa


…Wanted to provide a flexible and

expedited review process to guide

growth and development into

targeted areas while protecting

neighborhoods and single-use

areas.

24

Protected

Neighborhoods

Strategic Vision Protected Areas

• Stringent Review Requirements

• Must Meet Concurrency

City of Tampa

• Targeted Growth Districts• Pay-and-Go • Expedited Review

Requirements

Redevelopment

Districts

Westshore DRIs

Downtown CRAs

Pay andGo

Strategic Vision

City of Tampa

Strategic Vision Targeted Growth

Districts• Pay-and-Go • Expedited

Review Requirements

BRT Corridor 1/3 Mile Service Area

Streetcar 1/3 Mile Service Area

Transit Center 1/3 Mile Service Area

Transfer Center 1/3 Mile Service Area

LOS "C" or Better 1/4 Mile Service Area

Bus Rapid Transit

Corridors

Streetcar Service Area

Transit Centers

Bus Transfer Centers

Pay &Go

City of Tampa


Pasco County

City of Tampa

Osceola County

City of Orlando

28


29

Reasons for change…

• Roadway conditions worsening

• Wanted county-wide transportation

system that carried out County

conceptual master plans with a

long-term capital and operating

funding plan

Osceola County Transportation Funding Study

Revenue Source (Red Sources Currently Used to Fund

Transportation)

Regional or Countywid

eSubarea Project

Level

Gas Taxes (1st Local Option Fuel Tax, Ninth Cent, Constitutional, County, etc.)

X

Gas Tax (2nd Local Option 5 cents) X

Local Discretionary Sales Surtax (Charter Co.) X

Local Infrastructure Sales Surtax – 1% X

Ad Valorem Taxes X

MSTU / MSBU X X

Public Service Tax X X

Special Assessment District (SAD) X

Community Development District X X

Tax Increment Financing (TIF) District X X

Community Redevelopment Area (CRA) X

Transportation Development Fee (Impact Fee) X X


BCC Direction (Four Workshops):

• Improve maintenance conditions

• Eliminate transportation impact fees

• No new taxes; think out of the box first

• Equity and fairness between who pays

• Enhance current maintenance funding

• Rebalance projects with existing revenues

• Must have implementation action plan

31


Revenue Source (Red Sources Board Direction to be Used to Fund

Transportation)

Regional or Countywid

eSubarea Project

Level

Gas Taxes (1st Local Option Fuel Tax, Ninth Cent, Constitutional, County, etc.)

X

Ad Valorem Taxes X

Local Infrastructure Sales Surtax – 1% X

1. Tax Increment Financing (TIF) New Growth X X

2. Tax Increment Financing (TIF) Existing Base X X

3. Local Discretionary Sales Surtax (Charter Co.) X

Gas Tax (2nd Local Option 5 cents) X X

Community Development District X X

Special Assessment District (SAD) X

MSTU / MSBU X X

Public Service Tax X X


Implementation considerations

• Develop legal framework and issues for new growth and existing base DAT ordinances

• Define issues and develop ordinance to repeal transportation impact fee ordinance

• Define any other issues relating to BCC direction on transportation funding

• Coordinate with cities

• Update Comprehensive Plan and Code




• Key concepts


• Wrap-up

34

•Spending flexibility (Pasco and Orlando)•Creating development incentive tools (Pasco

and Orlando)•Getting the right development form and

location (Pasco, Orlando, Tampa, Osceola)•Creating new jobs (Pasco, Orlando, Osceola)•Multiple revenue sources (Pasco and Osceola)•Optimizing revenues per unit of land use

(Orlando and Osceola)

35

Wrap-up

Thank You !

Bob Wallace, P.E., AICPTindale-Oliver & [email protected]


Pasco County

City of Tampa

Osceola County

City of Orlando

37


City of Orlando


…Wanted flexibility to spend funds

across alternative modes and

incentives for mixed-use and

transit-oriented development.

38

Key Concepts:

• Flexibility to spend fees across modes

• Incentives for transit oriented and mixed-use land

uses

• Existing revenues subsidize incentives

City of Orlando Multi-Modal Transportation Fee

39

1

3

2

Initial Planning

Areas

40


Area 1A:Annual Growth Rate (2010-2040):• Population = 2.18%• Employment = 0.75%

Area 1B:Annual Growth Rate (2010-2040):• Population = 0.36%• Employment = 0.49%

Area 2:Annual Growth Rate (2010-2040):• Population = 1.75%• Employment = 1.77%

Area 3:Annual Growth Rate (2010-2040):• Population = 4.76%• Employment = 9.22%

Area 1A

Area 1B

Area 2

Area 3

Airport Overlay

Orlando City Limits

41


SmartGrowth

Application

Legend

Mixed Use/TOD

A1

A2 A3

C2 C

3

C1


A1

A2A3

C1

C2

C3

Property Tax Revenue per

Acre


-1% 0% 1% 2% 3% 4% 5% 6% 7% 8% 9% 10%0.0%

20.0%

40.0%

60.0%

80.0%

100.0%

120.0%

140.0%

Smart Growth Level-of-Service Curve

Total Cost

Level of Service Curve

Maximum Transportation Impact Fee

Avg. Annual Growth Rate

Tota

l Cos

t

1st Credit

Area 1

City Avg.

2nd Credit

Area 2

Area 3

Currently Adopted Fee Rate


Documents

MOBILITY FEES, SMART GROWTH AND FUNDING July 11, 2012