OCPS DEVELOPER

WORKSHOP FOR GOBA WINNER

September 24, 2015

Our Team

• Planning, Governmental, & Labor Relations – Scott Howat, Senior Executive Director

• Planning & Student Enrollment – Dr. Carol McGowin, Director

• Planning & Governmental Relations – Julie Salvo, AICP, Senior Administrator

– Tyrone Smith, AICP, Senior Administrator

– Jamie Boerger, AICP, Leed AP, Administrator

• Legal Services – Eileen Fernandez, Esq., Associate General Counsel

Where We Are Today

• 2000 Martinez Doctrine

• 2004 Orange County Charter Amendment

• 2006 Interlocal Agreement (ILA)

• 2008 Concurrency Implementation & Amended ILA

• 2011 Amended & Restated ILA

• 2012 Charter Amendment Reauthorized, approved by 65.9% of voters

OCPS Planning & Governmental Relations: What We Do

• Informal Capacity Inquiries

• Formal Capacity Determinations

– CEA & CMA

• School Enrollment Projections

• Geographic Information Systems (GIS)

• Tracking and Monitoring of Residential Development

– Participate at TRG/DRC, P&Z, Public Hearings

– Conditions of Approvals

– Collect Mitigation and Prepaid Impact Fees

– Sign-off on Residential Plats

– Letters of Authorization

– Resource to Local Government

• OCPS is a provider of public infrastructure

• Public infrastructure requires revenue

• Planning for growth & enrollment projections – Project capital needs

– Assess portable needs

– Meet class-size requirements

– Address transportation costs

OCPS Planning & Governmental Relations: Why We Do It

Plat/ Site Plan

Building Permit

Vertical Construction

Future Land Use

Zoning Preliminary

Site Plan

No capacity issues exist, project “passes” and

does NOT need School Board approval

Residential Development Process

School Board Review & Decision

AND/ OR

Capacity Enhancement

Concurrency/ Capacity

Reservation

Developer Pays Impact Fees on

Units not Subject to Capacity

Enhancement

Developer Prepays Impact

Fees , Pays Mitigation &

Capital Contribution

School Review Process (CEA vs. CMA)

Capacity Enhancement Agreement (CEA)

Concurrency Mitigation Agreement (CMA)

What? Changing of Land Use Entitlements Prior to Vertical Construction

Land Rezoning & Future Land Use Map Amendments

Site Plan or Pre-plat (All Post-2008 Residential Projects)

Covers “New” Units All Units in Project

When? Early in Development Process Later in Development Process

How? Local, Charter Amendment, ILA Optional/ State Statute, ILA

Timing? Long Range Short Range

Used for Planning Purposes, Incorporated into Background Growth. Does Not Encumber or Reserve Capacity

Requires a Capacity Encumbrance and Reservation

7

Typical CEA/CMA Conditions

Capacity Enhancement Agreement (CEA)

Concurrency Mitigation Agreement (CMA)

Capital Contribution based upon cost per student station

Mitigation based on proportionate share formula

Prepayment of school impact fees Proportionate share eligible for school impact fees credits, but credits will not exceed the value of the school impact fee

Payments due prior to recording of final plat (county) or site plan approval (most cities)

Reservation fee schedule set forth in the agreement, impact fee creditable

CEA capital contribution credited toward CMA proportionate share

Land conveyance for school sites Land conveyance for school sites

Numbers You Need to Know Term Amount

Total Cost per Student $20,843.00

Net Impact Cost per Student $15,140.00

Capital Contribution per Student $5,703.00

Current School Impact Fee $6,525.00 (SF) $3,921.00 (MF)

Level Rate

Elementary .196

Middle .100

High .134

Total .431

Level Rate

Elementary .137

Middle .057

High .065

Total .259

Single Family Multi-Family

Factors Affecting Payment

• Size of project

• Type of units

• Capacity conditions at elementary, middle, and high schools

• Other development activity in area (first come first serve)

Concurrency Formulas

Proportionate Share • Section 19.2 of the Amended & Restated ILA

• Proportionate Share Mitigation:

(Development Impact – Available Capacity) X Total Cost • Translation: Proportionate Share Mitigation = (# Student Stations Needed –

Available Capacity) X Cost per Student Station

Impact Fee Credit • County Ordinance 30-622(c)

• Impact Fee Credit = Equivalent Residential Units for which Proportionate Share is Provided X Impact Fee per Dwelling Unit – Net Development Impact = Development Impact – Available Capacity

– ERU = Net Development Impact / Student Generation Rate

Capacity Solution Options Already Included in CEA/CMA

• Purchase of real property for construction of additional school facilities that would provide additional capacity

• Construction of additional permanent student stations in new buildings or through renovation of existing buildings

• Construction of additional core facilities in new schools or expansion of existing core facilities in existing schools

• Provision of additional temporary capacity through the lease or purchase of portable facilities until permanent facilities may be constructed

• Advancing a school included in the most recent Capital Outlay Plan that will provide capacity for the students generated by the Applicant’s Development Application

• Any other actions which will result in provision of the necessary school capacity

15292

10943

8769

3837 3079 3042

4577

8025

9846

12000

16000

13969

8169

5401

1929

2846

4045

6497

8689 9319

12248

16434

0

2,000

4,000

6,000

8,000

10,000

12,000

14,000

16,000

18,0002

00

6

20

07

20

08

20

09

20

10

20

11

20

12

20

13

20

14

20

15

20

16

Total Certificates ofOccupancy (Orange Co.Property Appraiser)

Total Building Permits(HUD Database)

ACTUAL ESTIMATED

New Residential Construction

Residential Growth

GIS Residential Development Inventory

¹ºE

¹ºK8

¹ºM

¹ºE

¹ºE

¹ºH

¹ºK8

¹ºE

¹ºE

¹ºE

¹ºE¹ºM¹ºM

¹ºE

2014-15 Adopted CIP

GIS Residential Inventory – Ongoing Data Collection

• All residential developments are tracked in GIS and categorized by project phase.

• Data sources include: • DRC & TRG agendas • Public hearing agendas • Capacity Enhancement & Concurrency Agreements • Informal Capacity Inquiries • Community Meetings Notifications • Plat review notifications

Enrollment and Portable Student Stations, 2005-2015

-

20,000

40,000

60,000

80,000

100,000

120,000

140,000

160,000

180,000

200,000

2005 2011 2015

# of Students (Traditional K-12) Portable Student Stations

13% increase in enrollment, 2005-2015

32% decrease in portable seats, 2005-2015

Capital Projects Fund • Budget = $1,589,643,474

• Primary revenue sources – sales surtax, property tax, impact fee

• Minimal state support

• Primary uses are for comprehensive renovations, new schools, capital renewal, debt service, and operations

Budgeted Capital Revenues by Source

Capital Projects Use of Funds (Excluding Reserves)

FY 2016 Impact Fee Budget Revenue Sources

Impact Fees 56,532,082

Beginning Fund Balance 233,597,838

Total Budgeted Revenues 290,129,920

Appropriations

44-E-SE-2 1,500,000

Eagle Creek ES 3,536,494

27-H-W-4 84,572,589

Sun Blaze ES 37,749

Hackney Prairie Elementary School 102,268

81-E-SW-5 15,687,358

52-M-SE-2 34,614,524

133-K8-N-6 40,434,851

2-K8-E-1 32,414,435

Independence ES 3,767,347

117-E-SW-4 18,584,088

84-E-W-4 16,612,000

21-M-E-2 34,131,949

Capital Expenses Contingency 1,404,527

Site Acquisition 51,135,325

Total Budgeted Expenditures 338,535,504

Total Estimated FY16 Ending Fund Balance* (48,405,584)

FY 2016 Impact Fees Budget

*Excess expenditures will be covered from a temporary loan

until sufficient impact fees are collected to fund these

projects.

Revenue Sources

Impact Fees 56,532,082

Beginning Fund Balance 233,597,838

Total Budgeted Revenues 290,129,920

Appropriations

44-E-SE-2 1,500,000

Eagle Creek ES 3,536,494

27-H-W-4 84,572,589

Sun Blaze ES 37,749

Hackney Prairie Elementary School 102,268

81-E-SW-5 15,687,358

52-M-SE-2 34,614,524

133-K8-N-6 40,434,851

2-K8-E-1 32,414,435

Independence ES 3,767,347

117-E-SW-4 18,584,088

84-E-W-4 16,612,000

21-M-E-2 34,131,949

Capital Expenses Contingency 1,404,527

Site Acquisition 51,135,325

Total Budgeted Expenditures 338,535,504

Total Estimated FY16 Ending Fund Balance* (48,405,584)

FY 2016 Impact Fees Budget

*Excess expenditures will be covered from a temporary loan

until sufficient impact fees are collected to fund these

projects.

Schools Built Since 2011 Impact Fee Study

2011

• Wetherbee ES

• Lake Nona MS

2012

• SunRidge ES

• SunRidge MS

2013

• Hackney Prairie ES

• SunBlaze ES

2015

• Independence ES

• Eagle Creek ES

Schools Renovated Since 2011 Impact Fee Study (Sales Tax)

2012

• Cypress Springs ES

• Evans HS

• University HS

• Walker MS

• Zellwood ES

• Aloma ES

2013

• Arbor Ridge K-8

• Brookshire ES

• Eccleston ES

• Lancaster ES

• Oak Ridge HS

• Rock Springs ES

• Westridge MS

2014

• Dr. Phillips ES

• John Young ES

• Lake Silver ES

• Little River ES

• Ocoee ES

• Pineloch ES

• Shingle Creek ES

• Spring Lake ES

• Washington Shores ES

• Waterford ES

• Wheatley ES

2011

• Azalea Park ES

• Apopka MS

• Edgewater HS

• Chickasaw ES

• Hunter’s Creek ES

• Lake Sybelia ES

• Metrowest ES

• Orange Center ES

• Southwood ES

• Waterbridge ES

• Winter Park 9th Grade

2016

2-K8-E-1

117-E-SW-4

81-E-SW-5

2017

21-M-E-2

52-M-SE-2

27-H-W-4

131-PS8-SW-5*

133-K8-N-6

44-E-SE-2

84-E-W-4

Schools in Current CIP

2018

205-K8-SW-6*

2019

37-M-W-4

2020

85-E-W-4

20-E-SW-5

2021

26-E-N-7

114-E-W-4

90-E-N-7

2023

80-H-SW-4

65-M-W-4

2024

43-E-SE-2

56-M-SE-2

102-E-W-4 *Schools funded with half penny sales tax

Downtown Rezonings

Downtown PS-8 131- PS8-SW-5 Intersection of Livingston Street and Parramore Ave

Audubon Park Area 133-K8-N-6 Original Audubon Park ES site

Lake Como Area 205-K8-SW-6 Current Lake Como ES site

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Digital Curriculum

• State requires 50% of instructional materials to be spent on digital curriculum

• Capital Expenditure = $47.7 million

– Infrastructure and devices

– Not Impact Fees

Announcements

• Impact Fee Study Update

• Public School Siting Regulations

• Development layer and CEA layer online

– http://arcg.is/1wXHdJx

Website Resources • Planning & Governmental Relations

– http://pgr.ocps.net

– Includes applications, submittal requirements, data, maps, and the school impact fee study

– Development layer

• Student Enrollment – https://www.ocps.net/es/legislative/pupil/Pages/default.aspx

– Includes school zone maps and enrollment summaries

• Orange County – http://www.orangecountyfl.net/PlanningDevelopment/ConcurrencyManagement.aspx

– Includes applications for concurrency, vested rights, and submittal requirements

Questions