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HomeMy WebLinkAboutDocumentation_Regular_Tab 09E_4/11/2002�?1 .('��1I ��1r `yi (_r3 �,i �''•A N11 i 0)t.itl �CC�LICfif<i 1"�(;I'1C�s1 i`+'ilJ l� : MEMORANDUM TO: Michael Couzzo, Village Manager FROM: Jeffery C. Newell, Director of Community Developme - , DATE: April 4, 2002 SUBJECT: Bank Atlantic 101 U.S. One North Site Plan Review for Conversion of Existing 20' High Bank Sign Attached are nineteen (18) sets of packets for the above subject project. Please place this item on the agenda of the April 11, 2002 Council meeting for consideration. Community Savings has been acquired by Bank Atlantic. The applicant wishes to convert the existing 20' high Community Savings freestanding sign to a 20' high pole sign for Bank Atlantic. The Sign Code requires that signs not in a shopping center, located within the C-2 Community Commercial district, meet the following criteria: • Maximum 20' in height from finished grade • Have a minimum setback of 10' from property line • Not exceed 60 square feet in area • Must be located within the middle one-third of the property fronting on the public street. The structural portion of the sign will remain and be incorporated into the new sign. This is being done because, without the applicant seeking a variance, there is no way to meet the requirement to locate the sign in the middle one-third of the property and meet the 10' setback requirement. Staff recommends approval. Jmb Attach. VILLAGE OF TEQUESTA DEPARTMENT OF CON 4UNl Y DEVELOPMENT Post Office Box 3273 250 Tequesta Drive • Suite 305 Tequesta, Florida 33469-0273 (561) 575-6220 • Fax:(561) 575-6224 SITE PLAN REVIEW SHORT FORM (Small Additions, Signs, Minor Parking Modifications, ATM's, etc.) PROJECT: BANK ATLANTIC POLE SIGN RMERLY COMMUNITY SAVINGS ADDRESS: 101 U.S. ONE NORTH LEGAL: LOT BLOCK SUBDIVISION R- 3543 c- 502 Amt. $12 5 .00 PROPERTY CONTROL NO. STATEMENT OF INTENDED USE: 20' HIGH POLE SIGN FOR BANK ATLANTIC GENERAL LOCATION MAP/SITE PLAN ARCHITECTURAL ELEVATIONS ENGINEERED DRAWINGS BUILDING STRUCTURE- LANDSCAPE/SCREENING SEE EXHIBIT "A" SEE ATTACHED SEE ATTACHED EXISTING 23 COPY SETS REQUIRED AS FOLLOWS: 2 Sets -Full Size, Engineered Signed and Sealed (Used for permitting) 8 Sets -Full Size 13 Sets -Reduced to 11 x 17 ONLY if legible kfwf_v� !M!�A APPLICANT (Please print) _E6�b Lets �&,d Mailing Address City State Zip Code (ou ;�G ��� APPLICANT SIGNATURIg CtDUII�tu-13.DLO V4,216 � Phone Number Date Fax Number SEE PAGE 6 EXHIBIT "All SEE PAGE 7 24B PRIEST ■ $I8 RESIDENCE l 212 E34 r 4 • CrxT aatxNST�L n47 ACOASTAL CATHOLIC ErH cr+ i WATERWAY t q 0 � rZi SEE PAGE 22 m = c FOR DETAIL b � (( P TdQI7gSTA AtlM6S' VATWAY LS.*62 DRIVE c w �gZ P TEOUESTM PLAZA �- gig tali CORAL PLACE � y� G � 9 .c BRIDGE ROAD � ' W sW PEBBLE PLACE Alit Now COVE ROAD 07 219 w CMHVIO'iF, i .c, . ER APT DISTRICT CADD: MQVNSM AMAS f0—fe.DWr. A RXMION DATB: 6/f/00 C-2 COMMUNITY COMMERCIAL DISTRICT STRICT 0 400 800 M—U MIXED USE RICT STREET • EXISTING RE R-1 SINGLE FAMILY DWELLING DISTRICT 4DDRESS 321 TOWN BOUN �` �€ R-2 MULTIPLE FAMILY DWELLING DISTRICT • — — SECTIONAL USTRICT 269 SUBDIVISION R-3 MULTIPLE FAMILY DWELLING DISTRICT aO ' D ICT (SEE SUBDIVI R—OP RECREATION — OPEN SPACE LOT # ® BLOCK NUMB TOWN BOUNDARY ♦ 44 'ACE ♦ 44 METER LOCATION dt WATER _ .. _ SECTIONAL LINE 0 L.S. #2 L.S. # 2• LIFT STATION AND • EXISTING RESIDENCE O SUBDJ OR / /Y�i2E55 i�!!alZE55 �IsE�Ay&n/T ----- - �, /s`A?= J. ELI SEM E T p; / '� = of 34 02 •, � , A� SOU 7-P Existing Community Savings L — /d �4 '4 Pylon Sign to be converted to new Bank Atlantic Sign i,. 1,01 0 vVR L K • j I � G.�; iJG . C7 Lo✓E R E D YVAL lC ' / 3. 70 MF.'rR u.zt 11 f V f.OlX /.4} 602, 0 \� ' V vAtre �/►� I v �h` • :'JMMUN/Ty �A%%/v, Z 4t N) y sTE�L. I Te gFFK �p o,20 n � G N 7"? a � G L1c.44 _ 938 . _ i NJ TRH FF/C Yot C b "rX"GUT GOA/C ,J 14-L K o .. CJ'rPowEk Pam' E , S /--WA/. T Sec. XII 4%W b. (c) APPENDIX A —ZONING Sec. XII located within the middle one-third of the prop- erty fronting on the public street. Establishments not in a shopping center, lo- cated within the C-2 community commercial district or the C-3 general commercial district, shall be allowed one (1) sign per building apart from the building not to exceed sixty (60) square feet in area, nor exceed twenty (20) feet in height from finished grade and have a muu- mum setback of ten (10) feet in accordance with subsection (1) of this section. Landscap- ing and irrigation at the base of any such signage may be required by the community appearance board and/or the village council whenever the same is considered desirable by either body. Said sign shall be located within the middle one-third of the property fronting on the public street. We letter signs are herby Arohibited except for the reader portions of the&tor-signs, menu boards for fast food restaurants and where specifically exempted or allowed by state law or by specific approval of the community appearance board and the village council., (d) No building permit shall be issued for the purpose of erecting any structure or building, or for structural alterations in any existing structure or building or for the erection of free-standing signs, or the erection of any signs in any RJOS Zoning District, as provided for in Section XH of this zoning ordinance until, after the village council shall approve the site plan in accord- ance with this subsection. (L) Exemptions The following signs shall be exempt from the permitting re- quirements set forth in this section: (1) Professional name plates. (2) Signs on residential property designating the owner's name or name of home not to exceed one (1) square foot in size. Supp. No. 23 1207 VILLAGE OF TEQUESTA DEPARTMF.NI' OF CON 4UNrl Y DEVELOPMENT Post Office Box 3273 250 Tequesta Drive • Suite 305 Tequesta, Florida 33469-0273 (561) 575-6220 • Fax: (561) 575-6224 March 19, 2002 Ms. Karen Toomey Sign Craft 8355 Garden Road Riviera Beach, FL 33404 RE: Community Appearance Board Action Review of Signs for Bank Atlantic 101 U.S. One North, Tequesta Dear Ms Toomey: This letter is to confirm the action of the Village of Tequesta Community Appearance Board at their meeting of March 13, 2002, approving your application as submitted to change out the existing Community Savings signs at 101 U.S. One North, Tequesta to Bank Atlantic signs: • 1-double faced, pole sign, 20' high, • 2-wall signs, south and west elevations, • 1 new sign face for existing walk-up ATM, • 1-drive-thru ATM sign, • 1-wall sign at the safe deposit center, 8" letters, and • 4 directional signs. As you are aware, the pole sign must be reviewed by the Village Council at Site Plan Review. Before this can be scheduled, the location of this sign needs to be addressed. Please refer to the attached section of the Sign Code, which states that free standing signs for establishments not in a shopping center, located within the C-2 community commercial district must me located within the middle one- third of the property fronting on the public street. The next scheduled Council meeting is April 11, 2002, with a final submittal date of March 28, 2002. This approval has no bearing or relationship to any other approval or permits which may be required. Please feel free to contact this office if you have any questions regarding this matter. ewell Board n Cx�sTfN6-- / I Ll', f / 11-11 - T Drawing No.: 3838-A Date: 12 / 9 / 2001 Revisions: Sales Rep: S. GOTLIB Drawn by: BH 9b � C O Vl � U ❑ Approved ❑ Approved with comments ❑ Not Approved revise -resubmit SIGN ELEVATION : 3/8" = 1'-0" STRUCTURAL ENGINEER DESCRIPTION : FABRICATE AND INSTALL ( 1 ) DOUBLE FACED, INTERNALLY ILLUMINATED POLE SIGN WITH CABINET OF ALUMINUM CONSTRUCTION. FACES WILL BE 3M PANAFLEX (BLEED) TYPE WITH CUSTOM 3M GRADIENT GRAPHICS. COLORS : CABINET & POLE COVER = MAP ALABASTER PEARLESCENT GRAY MAIN I.D. FACES = AS PER BANK ATLANTIC CRITERIA (SEE ABOVE) ATM FACES = #3630-33 RED WITH WHITE COPY ATM FACE RETAINERS = MAP ALABASTER PEARLESCENT GRAY Date: / / I i * Y _Q To 10'-0" �4tlantic DRVE-up ATM 4'-0" L e H FRONT & SIDE ELEVATIONS 3/16" = V-0" m 3'-7" M DG°��MC��Mp ATM FRONT & SIDE ELEVATIONS 1/2" = V-0" A Z JOB DESCRIPTION M/I (1) D/F ILLUMINATED MONUMENT SIGN, W/PANAFLEX FACES (BLEED FACE RETAINERS) 5'-l" x 10', ON A 10' x 4' POLE COVER, SIGN AND POLE COVER W/GLOSS FINISH. ATM SIGN, V-3" x 3'-7" MOUNTED ON POLE COVER. r ME LAMPING/FRAMING SCALE: 3/8" - T-0" / -----,1 I I E I I 6" I I I I I I I I I I I 10 I I I I J I I I I I I � I SOIL IS ASSUMED TO BE UNDISTURBED SAND, OR SAND & ROCK I J WITH ASSUMED ALLOWABLE BEARING CAPACITY 2000 P.S.F.` SHOULD OTHER CONDITIONS BE OBSERVED BY CONTRACTOR, STUB PIPE DETAIL THE ENGINEER IS TO BE NOTIFIED BEFORE COMMENCING WITH WORK AS PER SOIL STATEMENT 2403-1 AND 2403-2. SCALE: 1-1/2"- V-0" 6. I I THIS DOCUMENT IS A CONCEPTUAL DRAWING AND I I DOES NOT DESCRIBE A STRUCTURAL SYSTEM UNTIL I IT HAS BEEN REVIEWED & SEALED FOR CODE I COMPLIANCE & CONSTRUCTION STANDARDS BY A I I I CERTIFIED ENGINEER. I ELECTRICAL LOAD II 01 I I I (10) F60T12 LAMPS = 60.0 LAMP FEET I I I I (2) BALLASTS @ 4.6 AMPS = 9.2 AMPS I (1) BALLAST @ 2.5 AMPS = 2.5 I I I 2.5 + 9.2 = 11.7 TOTAL AMPS I I I I (1) 20 AMP/120 VAC CIRCUIT II II it II ELECTRICAL NOTES: II II I I ALL ELECTRICAL COMPONENTS TO BE UL LISTED & APPROVED I PER NEC 600-4 & SFBC 45. GROUNDING & BONDING OF SIGNAGE II II I I PER NEC 600-7 & 250-95. ALL WIRING INSIDE LETTERS TO BE 3730 I i HIGH TENSION GTO. ALL PRIMARY WIRING TO BE #12 THWN PER I I NEC 600-21. THESE PLANS COMPLY WITH SFBC 4505-21. PRIMARY I I I I ELECTRICAL SOURCE TO BE SUPPLIED BY CUSTOMER AND TO BE I I WITHIN 6 FEET OF SIGN. H 2'-0" r 6" —B— C D II II I E F II II G II I ----- I B I P O I I I I I I � I I E O I I I SADDLE DETAIL EXPLODED VIEW - N.T.S. L ———————- — — — —— � SPECIFICATIONS A.PANAFLEX FACE B. 2" x 2" x 3/16" ALUMINUM ANGLE FRAMING C..040 ALUMINUM RACEWAY D. BALLAST - SEE ELECTRICAL E. 6" PIPE F. FLUORESCENT LAMPS - SEE ELECTRICAL LOAD G. 3/8" 0 SAG RODS H. 10" PIPE I. 1/2" THICK STEEL CAP 3/8" FILLET WELDED AT CONTACT POINTS J. 1/2" THICK STEEL'DONUTS' WELDED BETWEEN STBES (H) & (E) K. UL LISTED 20 AMP WEATHERPROOF SERVICE DISCONNECT L..080 ALUMINUM POLE COVER M. (2) MATS #5 REBAR @ 12" O.C.E.W. N. CONC. BASE - SEE ENGINNEER'S SEALED CALCS. 0.2" x 2" x 3/16" STEEL ANGLES WELDED TO STEEL TUBE (E) P. 318" BOLTS CONNECTING FRAME (B) TO STEEL ANGLES (0) First in quality, First in service" SCALE: NOTED SALES REP: S. GOTLIB DRAWN BY: W. W ILLIAMS DWG. NO.: 3838-A-PMT DATE: 01/19/02 REVISED: This design Is the exclusive property of Sign Craft, Inc. and may not be reproduced without written consent. BANK ATLANTIC 101 US 1 TEQUESTA, FL STRUCTURAL ENGINEER: Robert W. Wall 2047 Osprey Lane Lutz, FL 33549 813-948-2812 state reg. # 46021 SIGNED DATE sheet no. SC-1of SHEET# TO: FROM: DATE: SUBJECT: 12 MEMORANDUM Michael R. Couzzo, Jr., Village Manager Jack L. Horniman, JLH Associ4f4i, Village Planning Consultant March 27, 2002 "Preliminary Annexation Report" The Village Council has placed on its April 11, 2002, agenda an item to discuss the feasibility and potential for future annexations into the Village. Village staff and consultants have been working cooperatively with County Planning Division staff to identify existing unincorporated enclave areas that are adjacent to Tequesta's corporate limits and which might be logical potential areas for annexation into Tequesta. Four areas have been initially identified for investigation: Bermuda Terrace, Pine Tree Drive, Jupiter Manor and Anchorage Point. A "Preliminary Annexation Report" has been prepared for discussion at the April 11, 2002, Village Council meeting (copy enclosed). It analyzes the costs and benefits of annexation to both the residents of the potential areas and the Village of Tequesta. The report analyzes only the financial/fiscal implications of annexation. Village staff hopes to receive the following direction from Council: 1) to meet formally with each of the neighborhoods identified in the report to present the cost/benefit analysis to them, and to identify any other issues or concerns of annexation that the neighborhoods may have; and 2) If, after these neighborhood meetings the Village Council decides to pursue annexation of any or all of these areas, that they do so pursuant to entering into an interlocal agreement with the Board of County Commissioners as part of the County's Annexation Incentive Program. The Village and Palm Beach County have a unique opportunity to provide an incentive to the residents of these potential annexation areas by cost sharing an upcoming special assessment for facility improvements made to these areas. (") E/Kim/Couzzo/Annexation Memo r) "PRELIMINARY ANNEXATION REPORT" VILLAGE OF TEQUESTA January, 2002 PREFACE Iri looking toward the future growth and development of the Village of Tequesta, Village staff and consultants have b-eeri directed to investigate the feasibility of future annexations. There are a myriad of factors that can influence future annexations including various financial and nonfinancial considerations. Property owners almost always want to know what the cost of annexation will be. Likewise, the Village needs to understand the fiscal impacts on their local government. There are other non -fiscal and intangible costs and benefits that must be considered when pursing annexation (e.g. quality of life considerations such as increased police and fire protection, easy access to local government, code enforcement, etc.) However, this preliminary annexation report analyzes only, the fiscal and financial implications of annexation. The Village may have a very unique opportunity to provide a viable incentive to property owners that was not available to them in past annexation attempts. The Palm Beach County Board of Commissioners has adopted an Annexation Incentive Program. The primary purposes of the program are to reduce the assessment for facility improvements for owners of real property within an enclave or pocket area; to encourage municipal acceptance of the annexation of unincorporated enclaves and pockets; and to eliminate the remaining unincorporated enclaves and pockets. Recently, the Village and ENCON have made substantial facility improvements including water, sewer, paving and other improvements to areas currently located within the Village corporate limits, and to areas located within unincorporated enclave areas; all of which are located within the Village water system service area and ENCON's service area. The areas lying within unincorporated enclaves are Bermuda Terrace, Pine Tree Drive, Anchorage Point and Jupiter Manor. ENCON will be levying a sewer assessment estimated to be approximately $7,500 per lot. D iscussions w ith P alm Beach County Planning have generated an interest in cost sharing the assessment as an incentive to annexation of the enclave areas. ENCON staff has indicated that this arrangement would not create any significant problem to theta The Village and County would have to agree, through Interlocal Agreement pursuant to the Annexation Incentive Program, to this cost share incentive. This Preliminary Annexation Report analyzes the costs and benefits to both property owners and the Village of Tequesta before and after annexation. It is important to note that the County's objective in exercising the Annexation Incentive Program is to eliminate enclaves and pocket areas; not to reduce them in size. Therefore, Bermuda Terrace and Pine Tree Drive would have to be annexed as one (1) area to eliminate the entire existing enclave that they currently create. Likewise, Anchorage Point and Jupiter Manor would have to be similarly annexed as one (1) area. COST / SAVINGS ANALYSIS w COST/SAVINGS ANALYSIS Four (4) different areas have been identified as potential Annexation areas. They are Bermuda Terrace, Pine Tree Drive, Anchorage Point and Jupiter Manor. The last attempt at annexing these areas into the Village of Tequesta was unsuccessful, but the Palm Beach County Annexation Incentive Program may provide the vehicle to encourage annexation o f these areas. A 11 four (4) areas have recently been provided with water, sewer, paving and other improvements. While the County's Annexation Incentive Program is designed for provision of infrastructure improvements and is supposed to be initiated prior to the actual improvements, the Palm Beach County Planning staff has indicated that there would be an interest in cost sharing the ENCON Sewer Assessment. Pursuant to the Annexation Incentive Program, if agreed upon by Interlocal Agreement between the County and Tequesta, the County would bear 1/3 of the assessment cost, the Village would bear 1/3 of the assessment cost and the resident would pay 1/3 of the cost. Obviously, this would create a cost savings incentive to the resident. The Village would have to decide whether or not bearing 1/3 cost of the total ENCON Sewer Assessment would be a good investment for Tequesta. All four (4) potential annexation areas are analyzed based on costs and savings unique to their particular area. A brief description of each area and its respective cost/savings analysis is provided herein. Please note that the Cost/Savings Analysis sheets have been marked PRELIMINARY and "Not Official" — To be used for discussion purposes only, because the costs and savings are based on certain assumptions and could vary somewhat. Bermuda Terrace Bermuda Terrace subdivision contains 127 lots with an average taxable value per lot of $91,500. The taxable value represents the assessed value minus the homestead exemption and any other allowable exemptions. A property owner in the unincorporated Bermuda Terrace subdivision currently pays 20.0304 mils in countywide and other ad valorem taxes per annum. If annexed into the Village, the same property owner would pay the 20.0304 County mils minus 3.0500 mils of PBC Fire Rescue service tax that would be eliminated after annexation; plus the 6.7305 mils levied by the Village. There are certain non -ad valorem taxes that property owners pay as well. For example, property owners in the unincorporated Bermuda Terrace pay for refuse and recycling services provided by the Palm Beach County Solid Waste Authority (PBCSWA). These services cost $201.00 per year for property owners in the unincorporated County. if annexed in the Village, Bermuda Terrace property owners would pay a lesser annual fee of $198.55; thus, realizing a small savings for these same services. Property owners in Bermuda Terrace are not currently assessed for the Tequesta Stormwater Utility. However, if annexed into the Village, property owners would pay the annual Tequesta Stormwater Utility non -ad valorem assessment of $35.52 per lot. Various utility taxes, franchise fees and surcharges are levied by local governments and at different rates. For purposes of this cost/savings analysis, the only utilities analyzed 2 are water and electricity because they represent the most significant cost differences to individual property owners in terms of taxes, fees and surcharges. The Village of Tequesta already provides water services to Bermuda Terrace as part of its overall system. Today, because they reside in the unincorporated area, Bermuda Terrace property owners pay a 25% surcharge to the Village for the provision of water. If annexed into the Village, the surcharge would be eliminated. However, a 9% utility tax is levied on all Village users of the water system; so, there would be a net savings (16%) in taxes and surcharges after annexation. The annual cost for electricity is also analyzed. A property owner living in the unincorporated County currently pays a 10% utility tax and a 6 % franchise fee for electrical power that is reflected in the monthly billing. Tequesta levies a 9% utility tax and a 6% franchise fee. Although this only represents a 1 % difference, the total annual cost difference in taxes and fees becomes significant. An average $100/month cost for electricity is used for analysis purposes. Palm Beach County Rescue serves areas that lie within its MSTU (Municipal Service Taxing Unit). Of the total 20.0304 County ad valorem millage, 3.0500 mils are assessed for fire rescue services. The Village of Tequesta has its own Fire Department and is not part of the MSTU. When an area annexes into Tequesta, it no longer is a part of the MSTU, and the property owners realize a savings equivalent to the 3.0500 mils of tax. This savings is reflected in the Bermuda Terrace cost/savings analysis. Real estate taxes can be written off by property owners against their annual federal income taxes. It doesn't matter whether or not a property owner lives in the unincorporated area of Tequesta to realize this savings. Therefore, the tax savings is shown before annexation and after annexation to reflect the net increase in real estate tax savings. This analysis assumes a 28% tax bracket. Obviously, the amount of savings will vary, if the property owner is in a higher or lower tax bracket. The Sub -Total illustrates the annual cost or savings to a property owner in Bermuda Terrace both before annexation and after annexation. If the Village and County enter into Interlocal Agreement and cost share the ENCON Sewer Assessment, the annualized cost and savings can be factored into the analysis. ENCON is estimating the assessment will be approximately $7500 per lot. Property owners will have various options to pay off the sewer assessment. They may opt to pay the entire assessment upfront or pay it off over time. ENCON will also structure a 20-year, 6 7/8% interest payoff opportunity for property owners. The annualized payment on the 20-year sewer assessment is estimated to be approximately $700. The cost/savings analysis assumes that property owners would opt for the 20- e� ar payment plan If Bermuda Terrace annexed into the Village pursuant to the Annexation Incentive Program, property owners would realize a substantial annual savings on the sewer assessment. Property owners would actually save approximately $300 per year if they annexed into Tequesta under this scenario. 3 Pine `free Drive A few lots on Pine Tree Drive are already within the Tequesta corporate limits, but 24 lots are still in the unincorporated County. The taxable value of properties vary greatly on Pine Tree Drive; ranging from $100,000 to $500,000. R ather t han a nalyze a nnual costs on an "average" taxable value, three (3) separate valued properties are analyzed ($100,000, $250,000, and $500,000). This approach provides a more realistic analysis of costs and savings to property owners before and after annexation. If annexed, into the Village, Pine Tree Drive property owners would incur the Tequesta Stormwater Utility non -ad valorem assessment that they do not currently pay. Property owners would save a small amount per year for refuse and recycling services provided by the PBCSWA. A random analysis of monthly water billings for a one (1) year period indicated that water usage was a very difficult cost to average because some property irrigation systems are on the VDT water system, while others are on private wells. It was decided that a $40/month water bill was a reasonable average expenditure to use for properties of $100,000 taxable value to calculate the 25% water surcharge while $100/month water bill was a reasonable average expenditure to use for calculating the Surcharge for properties of $250,000 - $500,000 taxable value. After annexation, property owners would no longer pay the 25% surcharge, but they will incur the 9% utility tax charged to Tequesta residents. The annual cost for electricity is based on a $100/month bill and is used for properties of $100,000 taxable value, and a $150/month bill is utilized for properties of $250,000 and $500,000 taxable value. Property owners would realize the 3.0500 mils savings they currently pay for PBC Fire Rescue service by annexing into the Village. The analysis of Pine Tree Drive indicates that property owners of properties with a taxable value of $100,000 and $250,000 would typically realize an annual savings by annexing into Tequesta, as part of the Annexation Incentive Program. Property owner;, of $500,000 properties would most likely realize additional costs if annexed into the Village. This additional cost would have to be weighed against other benefits of annexation. Anchorage Point Anchorage Point is currently an unincorporated subdivision containing 32 lots. The taxable value of properties in the Anchorage Point subdivision varies greatly as well. Values range from $150,000 to over $800,000. Therefore, analysis was performed for properties valued at $150,000, $500,000 and $800,000 to present as accurate an analysis as possible. The Tequcsta Storrnwater Utility ran -ad valorem assessment is assumed to be $111.18 per year if Anchorage Point were annexed. The same minimal savings for refuse and recycling services after annexation is also reflected in the analysis. Similar to the Pine Tree Drive analysis, there was no direct relationship, necessarily, between property value and water usage. Again, this is probably attributable to whether or not irrigation systems are on the VOT water system or on private wells. Therefore, reasonable water usage estimates were made for analysis purposes to calculate the 25% water surcharge cost before annexation, and the 9% utility tax cost after annexation. Likewise, the electric costs are best estimates established for analysis purposes. Based on the assumptions and best estimates used in the Anchorage Point analysis, property owners with taxable value properties in the $150,000 to $500,000 would probably show an overall annual savings, if annexed into the Village as part of the Annexation Incentive Program, and if utilizing the long term, low interest plan to pay for the ENCON Sewer Assessment. Those properties valued at $800,000 or greater would most likely incur an overall increase in costs if annexed into Tequesta. tD Jupiter Manor Jupiter Manor is classified as an unrecorded subdivision in the unincorporated Palm Beach County lying adjacent and north of Anchorage Point subdivision. Jupiter Manor only contains 5 lots, but it is crucial to the annexation of Anchorage Point because if not annexed with Anchorage Point an enclave would still exist. Therefore, Jupiter Manor and Anchorage Point must be part of one (1) annexation referendum. The taxable value of building and land in Jupiter Manor vary greatly; from $350,000 to nearly $1,000,000, It is easier to analyze the annual cost factors before and after annexation here because there are only five (5) lots. Each lot was analyzed to derive the cost and savings to property owners regarding the annexation issue. Two (2) of the lots were in the $450,000 range so they were analyzed as one. Therefore, there are four (4) cost/savings analysis sheets provided for properties valued at $350,000, $450,000, $560,000 and $950,000. This allows for a very accurate analysis of the subdivision. Similar to t he o ther s ubdivisions analyzed, Jupiter M anor p roperty owners, i f a nnexed into the Village would pay the Tequesta Stormwater Utility non -ad valorem assessment; however, they would have the same small savings for refuse and recycling s ervices i f annexed into the village. Water usage varies greatly from lot to lot in Jupiter Manor. However, the costs reflected in the analysis for water usage are actual costs taken from past water billings for each of these properties. Again, the variation in water usage is probably attributable to whether or not irrigation systems are on the, Village water system or are private wells. The costs 5 for electric uses are strictly a reasonable est-irnate. The analysis shows that all property owners in Jupiter Manor would probably realize an increase in cost if annexed into the Village, even as part of the Annexation Incentive Program. Other non -fiscal benefits would have to be weighed against the additional cost. 6 BERMUDA TERRACE +Cost Savn s nalysis Before Annexation After Annexation nnual Cost Factor Lqnincorporated PBC) ffflllage of Tequesta) Cost�avaa� s -operty tax based on an average taxable value $1832.78 $2448.62 $615.84 for building and land of $91,500 (20.0304 mils) (26.7609 mils) (6.7305 mils) ;questa Stormwater Utility Non -Ad Valorem Assessment 0.00 85,52 85.52 Muse and Recycling Collecti;)n Services (PBC Solid Waste Authority) 201.00 198,55 j4 :Illty Taxes; Franchise Fees; and Water ircharges _water based on an average $40/mo. bill 120,00 (25%)* 43.20 (9%) -electric based on an average $100/mo. Bill 192.00 (16%) 312.00 180,00(15%) 223.20 $ 3C Fire Rescue @3.0500 mils ** 0,00 -duction for Federal Income Tax Schedule A, Real Estate Write -Off (assumes a 28% tax bracket) 513.18 685.61 172.43 ib-To al $1832.60 $1991.20 $158.60 ,ti Annual ENCON Sewer Assessment 700.00 233.00 67.0 atal $2532.60 $2224.20 30 ,40i *Represents the 25% water surcharge that residents of the unincorporated area that are served by the Village of Tequesta water system are charged on their monthly water bill. **PBC Fire Rescue is established as an MSTU (Municipal Service Taxing Unit) and the 3.0500 mils assessment for this service is part of the overall County 20,0304 _mils, Tequesta is not part of this MSTU; therefore, when an area annexes into the Village, the property owner will realize a savings of this 3.0500 mils. NOTE — Not for official use. For discussion purposes only. inual Cost Factor :)perty tax based on an average taxable vaiuz for building and land of $100,000 questa Stormwater Utility Non -Ad Valorem, Assessment fuse and Recycling Collection Services (PBC Solid Waste Authority) ility Taxes, Franchise Fees; and Water rch arge -water based on an average $40/mo. bill -electric based on an average $100/mo. Bill ',C Fire Rescue @3.0500 mils ** duction for Federal Income Tax Schedule A, Real Estate Write -Off (assumes a 28% tax bracket) b-Total :imated Annual ENCON Sewer Assessment tal PINE TREE DRIVE Cost Davin `s nalysis Before Annexation (unincorporated PBQ $2003.04 (20.0304 mils) i 11 201.00 120.00 (25%)* 192.00 (16% 31:2,00 0.00 560.85 $1955.19 700.00 $2655,19 After Annexation �Jillage of Tequesta) $2676.09 (26.7609 mils) 111.18 98 5 5 4320 (9%) 180.00 (15°%; 223.20 305.00 749;3fl $2154.72 233.00 $2387.72 *Represents the 25% water surcharge that residents of the unincorporated area that are served by the Village of Tequesta water system are charged on their monthly water bill. **PBC Fire Rescue is established as an MSTU (Municipal Service Taxing Unit) and the 3.0500 mils assessment for this service is part of the overall County 20.0304 mils, Tequesta is not part of this MSTU; therefore, when an area annexes into the Village, the property owner will realize a savings of this 3.0500 mils. NOTE — Not for official use. For discussion purposes only. Lost Savings $673,05 (6.7305 milli) 111.18 4'51 �8 3050 i 88;45 $199.53 E Manual Cost Factor •opert_y tax based on an average taxable value for building and land of $250,000 ;questa Storrnwater Utility Non -Ad Valorem Assessment yfus and Recycling Collection Services (PB Solid Waste Authority) [ility Taxes; Franchise Fees; and Water ircharge -water based on an average $100/mo. bill -electric based on an average S 150/mo. Bill 3C Fire Rescue @3.0500 mils ** Dduction for Federal Income Tax Schedule A, Real Estate Write -Off (assumes a 28% tax bracket) ib-Total :timated Annual ENCON Sewer Assessment rtal PiNE FREE DRIVE Cost Savin sjAnalysis Before Annexation (unincorporated PBC) $5007.60 (20.0304 mils) 201.00 300.00 (25%)* 288.00 16%) 588.00 0.00 1402'.13 $43 94.47 700.00 $5094.47 After Annexation (Village flf Tequesta $6690.22 (26.7609 mils) ' 98.5.5 108.00 (9%) 270.00 (15%) 378.00 762.5i3 187326 $4742.19 233.00 $4975.19 *Represents the 25% water surcharge that residents of the unincorporated area that are served by the Village of Tequesta water system are charged en their monthly water bill. **PBC Fire Rescue is established as an MSTU (Municipal Service Taxing Unit) and the 3.0500 mils assessment for this service is part of the overall County 20.0304 mils. Tequesta is not part of this MSTU; therefore, when an area annexes into the Village, the property owner will realize a savings of this 3.0500 mils. NOTE — Not for official use. For discussion purposes only. CostFi_in $1682.62 (6.7305 mils) 111.18 Y 1 010 762.5t3 71:13 $347.72 b7:0 $119:2 0 PINE TREE DRIVE Cast Savin s nalysis nnual Cost Factor roperty tax based on an average taxable valu-, for building and land of $500,000 vquesta Stormwater Utility Non -Ad Valorem Assessment efuse and Recycling Collection Servicos (PBC Solid Waste Authority) tility Takes; Franchise Fees; and Wr..ter archarge -water based on an average $100/mo. bill -electric based on an average $150/mo, Bill 3C Fire Rescue @3,0500 nails ** eduction for Federal Income Tax Schedule A, Real Estate Write -Off (assumes a 28% tax bracket) xb-Total ;timated Annual ENCON Sewer Assessment Aal Before Annexation unincorporated PBC) $10,015,20 (20.0304 mils) t 1! _20 L 00 300.00 (25%)* 288.00 16%) 588.00 0.00 804.26 $7999.94 700.00 $8699.94 After Annexation Willa d_ of Tequesta) $13,380,45 (26.7609 mils) i 11.18 198.55 108.00 (9%) 270.00.(15%) 378,00 1525.��G 3°746.531 $8796.65 TI; OCI $9029.65 *Represents the 25% Water Surcharge that residents of the incorporated area that are served by the Village of Tequesta water system are charged on their monthly water bill. **PBC Fire Rescue is established as an MSTU (Municipal Service Taxing Unit) and the 3.0500 mils assessment for this service is part of the overall County 20.0304 mils. Tequesta is not part of this MSTU; therefore, when an area annexes into the Village, the property owner will realize a savings of this 3.0500 mils. NOTE — Not for official use. For discussion purposes only. C0St Sa i s $3365.25 (6.7305 mils) 111,18 .4511 10; 1525.00 942.`L7 $796.71 67.0 $ 329.71 10 Ai C110ftAGE POINT Cost S�nalysis Beforz Annexation Alter Annexation nnu al Cost Falctor (unincorporated PBQ (Village of Tequesta) Cosa/Sa�'ill :' operty tax based on an average taxable a al s:, $3004.56 $4014.14 $1009.58 for building and land of $150,000 (20.0304 mils) (26.7009 mils) (6,7305 mils) �questa Stormwater Utility Non -Ad Valorem Assessment _. Muse and Recycling Collection Se-Yi4:e i a+ 0.00 111.18 111.18 r1'f' Solid Waste Authority) 201.00 193.55 tility Taxes/Franchise Fees; slid Water ircharge -water based on an average $100/rio. bill 300.00 (25%)* 108.00 (9%) -electric based on an average $150/mo. bill 28&00 (16%) 588.00 270.00 15flo) 378.00 10,fii 3C Fire fescue @3.0500 mils ** 0.00 5';517 57.50 eduction for Federal Income Tax Schedule A, Real Estate Write -Off (assumes a 28% tax bracket) 841.27 1123.96 82:6 ib-Total $2952.29 $3120.41 $168.12 1imated Annual ENCON Sewer Assessment 700.00 233.00 57,0 )tal ` $3652.29 $3353.41 8 *Represents the 25% water surcharge that residents of the unincorporated area that are served by the Village of Tequesta water system are charged on their monthly wafer bill, **PBC Fire fescue is Pstablished as an MSTU (Municipal Service Taring Unit) and the 3.0500 mils assessment for this service is part of the overall County 20.0304 mils. Tequesta is not part of this MSTU; therefore, when an area annexes into the Village, the, property owner will realize a savings of this 3.0500 mils, NOTE - Not for official use. For discussion purposes only, ANCHORAGE POINT Cost Savn 's nalysis Before Annexation After Annexation nnual Cost Factor unincorporated I'BC) (Village of Te uesta Cost Savi<n •operty tax based on art average taxable value $10,015.20 $13,380.45 $3365,25 for building and land of $500,000 (20,0304 mils) (26. 7609 mils) (6.7305 mils) :questa Stormwater Utility Non -Ad Valorem Assessment 0,00 111.18 111.18 :fuse and Recycling Collection Services (PBC Solid Waste Authority) 201.00 198."95 45 tility Taxes/Franchise Fees; and Water ircharge s -water based on an average $300/mo, bill 900.00 (25%)* 324.00 (9%) -electric based on an average $30011mo. Bill 576.00 (16%3) 1476.00 540.00 (15%) 864.00 612 Q01 3C Fire Rescue C3.0500 mils ** 0.00 125.0 1525.Q� ,duction for Federal Income Tax Schedule A, Real Estate Write -Off (assumes a 28% tax bracket) 804.2� 3746. 3 942 27 ib-Total $8887.94 $9282.65 $394.71 ,timated Annual ENCON Sewer Assessment 700.00 233.00 67,p >tal $9587.94 $9515.65 *Represents the 25% water surcharge that residents of the unincorporated area that are served by the Village of Tequesta water system are charged on their monthly water bill. **PBC Fire Rescue is established as an MSTU (Municipal Service Taxing Unit) and the 3.0500 mils assessment for this service is part of the overall County 20.0304 mils. Tequesta is not part of this MSTU; therefore, when an area annexes into the Village, the property owner will realize a savings of this 3.0500 mils. NOTE — Not for official use. For discussion purposes only. 12 0 ANCHORAGE POINT Cost,S�nalysis Before Annexation After Annexation nnnal Crsst liaetor 'operty unircorporated PBC) Villa e ofTe uesta Cost Sava s tax based on an average taxable yalw-, $16,024.32' $21,408.72 $5384.40 for building and land of $800,000 G']0.0304 mils) (26.7609 mils) (6.7305 mils) ,questa Stormwater Utility Non -Ad Valorem Assessment Muse and Recycling Collection Services (PBC; 0,00 111.18 111.18 Solid Waste Authority) 101.00 191.53,45 '-ility Taxes/Franchise Fees; and Water ircharge -water based on an average S300/mo, bill 900.00 (25%)' 324,00 (9%) -electric based on an average $300/mo. Bill 576.00 "16 ) 1476.00 540,00 {15% 864.00 3C Fire Rescue C3.0500 mils ** 0.00 440.0 440:0 ;duction for Federal Income Tax Schedule A Real Estate Write -Off (assumes a 28% tax bracket) �86:80 5994;44 1507.63 tb-Total $13,214.50 $14,148.01 $933.50 timated Annual ENCON Sewer Assessment 700.00 233.00 b7.00 )tal ` $13,914.50 514,381.00 $466,50 *Represents the 25% water surcharge that residents of the unincorporated area that are served by the Village of Tequesta water system are charged on their monthly water bill. **PBC Fire Rescue is established as an MSTU (Municipal Service Taxing Unit) and the 3.0500 mils assessment for this service is part of the overall County 20.0304 mils. Tequesta is not part of this MSTU; therefore, when an area annexes into the Village, the property owner will realize a savings of this 3.0500 mils. NOTE — Not for official use. For discussion purposes only. 13 W JUPITER MANOR Cost fLS:a:wingsnalysis Before Annexation After Annexation agual Cost ' Factor (up incoMorated PBS) *operty (Village of Tequesta) Cj),%:t/�� tax based on an average taxabic value : $7010.64 $9366.32 $2355.68 for building and land of $350,000 (20.0304 mils) (26.7609 mils) (6.7305 mils) ,questa Stormwater Utility Non -Ad Valorem Assessment 0.00 ,fuse and Recycling Collection Scrvices (PBC 111.18 111.18 Solid Waste Authority) 201,00 198.55 9;4N tility Taxes; Franchise Fees and Water ircharge -water based on an average $50/mo. bill 150.00 (2-';%)* 54.00(9%) -electric based on an average $200/rno. Bill 384,0Q_(l6.0L,) 534,00 - ID-00 L5M 414.00 120.0+3 3C Fire Rescue @3.0500 mils 0.00 -duction for Federal Income Tax Schedule A, Real Estate Write -Off (assumes a 28% tax bracket) 1962.98 ff622.571 ib-Total $5782.66 ;timated Annual ENCON Sewer Assessment 700.00 r4V_ $6399.98 233.00 $617.32 )tal $6482.66 "'6632,98 150,32 *Represents the 25% water surcharge that residents of the unincorporated area that served by the Village of Tequesta water system are charged on their are monthly water bi 1111. **PBC Fire Rescue is established as an MSTU (Municipal Service Taxing Unit) and the 3.0500 mils assessment for this service is part of the overall County 20.0304 mils. Tequesta is not part of this MSTU; therefore, when an area annexes into the Village, the property owner will realize a savings of this 3.0500 mils. NOTE — Not for official use. For discussion purposes only. 14 JUPITER MANOR Cost avin s nalysis Before Annexation After Annexation nnual Cost Factor (LinincoKporated PBS) tVillage of Tequesta) Cost/Ka:yi:nj]s -operty tax based on an average taxable value $9013.68 $12,042.40 $3028.72 for building and land of $450,000 (20.0304 mils) (26.7609 mils) (6.7305 mils) ,questa Stormwater Utility Non -Ad Valorem Assessment 0.00 ,-fuse and Recycling Collection Services (PBC 111,18 111.18 Solid Waste Authority) 201.00 198.55 2.451 Lility Taxes; Franchise Fees and Water ircharge -water based on an average S50/mo, bill 150.00 (0%)* 54.00(9%) -electric based on an average $200/mo. Bill Z1_ 384,00 (16%) 384.00 360,00115%) 414.00 120.0 3C Fire Rescue @3.0500 mils ** 0.00 — --I [1372.5 13 7 �25 -duction for Federal Income Tax Schedule A) Real Estate Write -Off (assumes a 28% tax bracket) E?5-23.931 5' 7 �18 7 ag tb-Total $7224.85 Aimated Annual ENCON Sewer Assessment 700.00 n' $8021.76 233,00 $796.91 )tal $7924.85 $8254.76 $329.91 *Represents the 25% water surcharge that residents of the unincorporated area that are served by the Village of Tequesta water system are charged on their monthly water bill, **PBC Fire Rescue is established as an MSTU (Municipal Service Taxing Unit) and the 3.0500 mils assessment for this service is part of the overall County 20.0304 mils. Tequesta is not part of this MSTU; therefore, when an area annexes into the Village, the property owner will realize a savings of this 3.0500 mils. NOTE — Not for official use. For discussion purposes only. 15 nnual Cost Factor opeity tax based ort an average taxable v lac for building and land of $560,000 :questa Stormwater Utility Non -Ad Valorem Assessment efuse and Recycling Collection Services (PBC Solid Waste Authority) tility Taxes; Franchise Fees and Water zrcharge -water based on an average $150/mo. bill -electric based on an average $300/mo. Bill JUPITER MANOR Cost Sevin' s nalysls Before Annexation unincorporated PBC) $11,217.02 (20.0304 mils) 0.00 201.00 After Annexation (Village of Tequesta) Cost Bawl s $14,986.10 $3769.08 (26.7609 mils) (6.7305 mils) 111.18 111.18 193.55 C 450.00 (250/0)*- 162.00 (9%) 576.00 0 bale 1026.00 540.00L15%) 702.00 3C Fire Rescue @3,0500 mils ** 0.00 1 0 1708.00 dduction for Federal Income Tax Schedule A, Real Estate Write -Off (assumes a 28% tax bracket) 3140.76 ib-Total � 196.1'1 1055'.35 :timated Annual ENCON Sewer Assessment $9700.00 $10,233.00 $ 7 7.06 700.00 233.00 �7� atal ` $10,003.26 $10,326.72 $323.46 *Represents the 25% water surcharge that residents of the unincorporated area that are served by the Village of Tequesta water system are charged on their monthly water bill. **PBC Fire Rescue is established as an MSTU (Municipal Service Taxing Unit) and the 3.0500 mils assessment for this service is part of the overall County 20.0304 mils. Tequesta is not part of this MSTU; therefore, when an area annexes into the Village, the property owner will realize a savings of this 3.0500 mils. NOTE — Not for official use. For discussion purposes only. 16 nnual Cost Fa too roperty tax based on ar; average taxable value for building and land of $950,000 equesta Stormwater Utility Non -Ad Valorem Assessment efuse acid Recycling Collection Services ( PBS; r Solid Waste Authority), tility Tares; Franchise Fees and 'Water xrcharge -water based on an average $350/mo.. bill -.electric based on an average $400/Trio. Bill 3C Fire Rescue @3.0500 mils ** eduction for Federal Income Tax Schedule A, Real Estate Write -,Off (assumes a 28% tax bracket) zb-Total >tin:ated Annual ENCON Sewer Assessment )tal JUPITER 10IANOR Cost, Savin s nalysis Before Annexation (unincoa:,orated PBQ $19,023.88 (210.0304 mils) 0.00 201.00 1050,00 (25%)* 768.00 16°!o) 1818.00 0.00 5328.09 $15,719.79 700.00 $16,419, 79 After Annexation d Pillage of Tequesta) $25,422.86 (26.7609 mils) 111.18 1 98.55 378.00 (9%) 720,00 150%) 1098.013 *Represents the 25% water surcharg that residents of the unincorporated area that are served by the Village of Tequesta water system are charged on their monthly water bill. **PBC Fire Rescue is established as an MSTU (Municipal Service Taxing Unit) and the 3.0500 mils assessment for this service is part of the overall County 20.0304 mils. Tequesta is not part of this MSTU; therefore, when an area annexes into the Village, the property owner will realize a savings of this 3.0500 mils. NOTE — Not for official use. For discussion purposes only. 897.30 71 8.40 $16,814.69 233,00 $17, 047.:69 cast Sav_inisj $6393.98 (6.7305 mils) 111,18 172�Of� 8975 1790.31 $1094.90 67.0 $627.90 17 COSUBENEFIT ANALYSIS a COST/SAVINGS ANALYSIS The cost/benefit implications to the Village if Bermuda Terrace, Pine 'free Drive, Anchorage Point and Jupiter Manor were to annex into the Tequesta are analyzed herein. This analysis is premised on the Village of Tequesta entering into Interiocal Agreement with the Palm Beach County Board of Commissioners as part of the Annexation Incentive Program. Per the Interlocal Agreement, the Village and the County would agree to cost share the ENC-7ON Sewer Assessment with property owners in the annexing areas; 113 of the cost would be borne by the County, 113 of the cost would be borne by the Village and 1/3 of the assessment would be paid by the property owner, It is important to note that the County's objective in exercising the Annexation incentive Program is to e liminate enclaves and pocket areas; not to merely reduce them in size. Therefore, Bermuda Terrace and Pine Tree Drive must be annexed as one (1) annexation area to eliminate the entire existing enclave that they currently create. Likewise, Anchorage Point and Jupiter Manor must be annexed as one (1) area for the same reasons. Total costs and revenues to the Village are presented below. Costs Potential Annexation 4 of Portion of ENCON Area Lots Sewer Assessment Village of Tequesta Cost 1. Bermuda Terrace 127 X$2500 = $317,500 2. Pine Tree Drive 24 X$2500 = 60,000 3. Anchorage Point 32 X$2500 = 80,000 4, Jupiter Manor 5 X$2500 = 12.500 TOTAL l88 X$2500 = $470,000 Revenues Potential Annexation Area I. Bermuda Terrace 2. Pine Tree Drive 3. Anchorage Point 4, Jupiter Manor TOTAL Projected Property Tax Revenues (Annual)* $ 77,887 $ 35,279 $ 88,287 $ 18,248 $219, 701 *Derived from PBC Property Appraiser records 18 Villas, of Tequesta Pay -Off Alternatives 1f all areas annexed into the Village, of Tequesta as a result of tlic referendum, the following alternatives are created: A. Short Term: $470,000 Assessment Cost $219,701 Annual Property Tax Revenue = 2.14 years Village of Tequesta could pay off entire debt in 2.14 years or over 3 fiscal years if the Village opts to commit entire amount of new property tax revenues for this purpose. & Long Term: Village of Tequesta could enter into long terra, low interest terms with ENCON, However, if only the Bermuda Terrace/Pine Tree Drive area was annexed as one (1) annexation area, the following alternatives are available to the Village: A. Short Term: $377,500 Assessment Cost $113,166 Annual Property Tax Revenues = 3.3 years • Village of Tequesta could payoff debt in 3,3 years or over 4 fiscal years if the Village opts to commit entire amount of new property tax revenues for this purpose, B, Long Term: Village of Tequesta could enter into long term, low interest terms with ENCON. And, if only the Anchorage Point/Jupiter Manor area was annexed as separate annexation areas, the following alternatives are available to the Village: A. Short Term: $92,500 Assessment Cost $106,535 Annual Property Tax Revenue = 0.87 yeas, Village of Tequesta could pay off entire debt in the first ysar after annexation if the Village opts to commit entire amount ofr!ew property tax revenues for this purpose. B. Long Term: Village of Tequesta could enter into long tenn, low interest terms with ENCON. 19 Fr O M E M 0 R A N D U M T O: Department Heads FROM: Michael R. Couzzo, Jr., Village Manager DATE: March 8, 2002 SUBJECT: Preliminary Annexation Report Review Please find enclosed a copy of the "Preliminary Annexation Report" as prepared by the Village's Planning Consultant, Jack Horniman. I would like each of you to review this report and provide me with your comments regarding what impact the potential annexations analyzed would have on your respective department. Please identify any costs, if any, that these annexations could impose on the Village. Provide written comments to me no later than March 15, 2002. E/Kim/Couzzo/Prelim. Annexation Report UTILITIES DEPARTMENT MEMORANDUM TO: MICHAEL COUZZO, VILLAGE MANAGER FROM: RUSSELL K. WHITE, PUBLIC SERVICES SUPERVISOR�a SUBJECT: ANNEXATION REVIEW DATE: 3/15/02 In response to the above referenced, I have the following comments. Anchoraee Point There will be no impact to the Utilities Department due to this area already being serviced by our water system. The Stormwater Division would receive approximately $3558.00 per year in non ad - valorem assessment. No upgrade to the stormwater system is anticipated at this time. Jupiter Manor There will be no impact to the Utilities Department due to this area already being serviced by our water system. The Stormwater Division would receive approximately $556.00 per year in non -ad valorem assessment. No stormwater improvements are anticipated at this time. Bermuda Terrace There will be no impact to the Utilities Department due to this area already being serviced by our water system. The Stormwater Division would receive approximately $10,862.00 per year in non -ad valorem assessment. No stormwater improvements are anticipated at this time. Pinetree Drive The Utilities Department recently expanded the water system on a portion of Pinetree Drive. We currently have a permit to install water main for the remaining area. The costs for this expansion are already covered in the Phase II contract in the Tequesta Country Club with Asphalt Consultants Inc. The Stormwater Division would receive approximately $2669.00 per year in non ad - valorem assessment. There currently is no stormwater conveyance system in this area. We would have to do a study on this area to see if it would require stormwater improvements. Please feel free to contact me if you have any additional concerns. 2 Memorandum TO: Michael Couzzo, Village Manager FROM: Stephen J. Allison, Chief of Police{ Subject: Annexation Impact on the Police Department Date: March 15, 2002 I have reviewed the "Preliminary Annexation Report" dated January 2002. The following is my evaluation of the impact on the police department. If all four areas listed in this report were annexed, we would need to hire one dispatcher to cover the peak hours of activity. The current starting salary for a dispatcher is $27,990.00 plus benefits. (It may be possible to save the cost of benefits by using part-time dispatchers.) A benefit of our current work schedule is an increase in the man-hours available for response to calls for service. I do not believe that the proposed annexation would require an increase in police personnel based on the current call volume we have in Tequesta. A worst -case scenario would be the requirement to hire one officer to work during peak periods of activity. (Starting salary - $33,188.00 plus benefits) Memorandum To: Michael R. Couzzo, Jr., Village Manager From: Gary Preston, Director of Public Works Date: March 14, 2002 Subject: Proposed Annexation Cost to the Public Works Department In accordance with your request of March 8, 2002 concerning the above referenced, please be advised of the following: Bermuda Terrace The roadways are in excellent condition. The only anticipated Public Works cost would be for signs replacement in the amount of $800.00. Pine Tree Drive Pine Tree Drive is a .35 mile shell rock roadway. The proposed cost for improvements to meet Village roadway standard is approximately $300,000. Anchorage Point The roadways are in excellent condition. New signage cost would be less than $150. Jupiter Manor No cost to the Village. GP/mk WsMemorandumAnnexationCost 05/47/2001 13:11 FAX 561 745 3893 G Genco & Assoc. I z ra 003 ANNEXATION INCENTIVE PROGRAM AN OPTIONAL PROGRAM BY THE PALM BEACH COUNTY BOARD OF COUNTY COMMISSIONERS PLANNING. ZONING AND BUILDING DEPARTMENT JANUARY 1993 (Revised May 1994) 05/07/2001 13:12 FAX 561 745 3893 G Genco & Assoc. 0004 ANNEXATION INCENTIVE PROGRAM Introduction Paint Beach County recognizes that there are many unincorporated developments with infrastructure deficiencies substantially contiguous to or in some cases, largely surrounded by municipal boundaries, creating enclaves. pockets or finger areas. These situations hinder the County s ability to effectively and efficiently provide services and facilities to those areas. In many instances, these unincorporated enclave and pocket areas would best be served by a neighboring municipality. Such action would be mutually beneficial to both jurisdictions in terms of service delivery and compactness of municipal boundaries. To promote logical annexation, an optional Annexation Incentive Program is created to eacourap municipalities to annex substandard developments in enclave or pocket areas east of Military Trat1. The program utilizes the existing MSTU ordinance to fund infrastructure improvements to substandard developments by a maxim am one-third cost sharing gmernent between the Counter, iunicipality and landowner. Once infrastum improvements are made• the development is annexed into a municipality. The County and municipality benefits from this optional program in the following ways: • County maintenance cost of grading and clearing substandard roads and drainage areas is eliminated • County retrieves two thirds the cost of facility improvements, thus allowing the MSTU program to expand its funding capabilities • inadequate facilities are brought up to county standards • logical annexation is achieved • program furthers the goals, objectives and policies of the County's Comprehensive Plan • program enhances intergovernmental coordination Although annexations under this program may result in revenue loss to the County such as utility tax and franchise fees, the County has an opportunity to leverage funds by paying forlust one third the cost for facility improvements. The program also increases the homeowners ability to pay the assess;nent fees by decreasing the actual cost of improvements. In many cases, the program will also improve service efficiency and delivery to areas that lacked adequate services in the past (Le. isolated enclaves). This program is not intended for all annexation proposals but is limited to enclave and pocket areas in severely deficient substandard developments which property is a logical extension of municipal boundaries and within the municipality's future annexation area. .To address service delivery problems and compactness issues, many municipalities have identified potential annexation areas during the planning process and have initiated aggressive annexation programs to expand municipal boundaries to include enclaves and pockets at some future time. Many of the residents who reside within these enclave and pocket areas are, however, reluctanc to agree to annexation because of tax increases associated with municipal incorporation. Conversely, many of the municipalities may not strongly favor immediate annexation of enclave and pocket 05/07/2001 13_:.12 FAX 561 745 3893 G 6enco &Assoc. 005 K areas as such action may unduly burden the municipality in the provision of service, especially the rimintenance cost of servicing the enclave and pocket areas. once incorporated. Floret, the Annexation Incentive Progrtnl is intended to encour.�gt annexation through assessment reduction for impMvemcnts to unincorporated, substandard developments in enclave or pocket areas. Priority for these improvements are given to areas located east of Military Trail pursuant to the County's policy of directing growth into the eastern communities. Purpose The purpose of the program is to: a) reduce the assessment for facility improvements for owners of real property within an enclave or pocket; b) encourage municipal acceptance of the annexation of an .unincorporated, enclave or pocket area once the existing infrastructure is brought up to County standards or standards acceptable to the annexing municipality; and c) eliminate the remaining unincorporated enclaves and pockets. Eligible Improvements Under this program, eligible improvements to an enclave or pocket area include, but are not limited to, both individually and in combination, improvements such as: • pavement, grassing. landscaping. storm drainage facilities, traffic control devices, driveways, earthwork and all engineering and administrative expenses in connection with the project. The term landscaping includes the installation and maintenance, pursuant to the County's Landscaping Ordinance. • street highway improvements such as poles, wires. lines, cables, lamps, muter boxes and all other components of a street lighting system and all engineering and administrative expenses in connection with the design, implementation and construction as well as the maintenance expenses, including electric utility company charges for the supply of elccmc power to said improvements. • in neighborhoods of special environmental concern with special problems requiring facilities for water services, sewage collection and disposal, or drainage, the Board of County Commissioners may provide any or all improvements.. All provisions above are subject to the MSTU Ordinance 91-41.. Participation Requirements Based on the MSTU ordinance and the Annexation Review Policy provisions, the participation requirements are set forth below: • all improvements within the developments will be made on County unincorporated lands or within a municipality when a project was initiated while located in unincorporated Palm Beach County. 05/07/2001 13:13 FAX 561 745 3893 G Genco & Assoc. Q 006 3 • for roadway projects. there shall be sufficient right-of-way within the enclave or pocket area to bring roadways up to County standards. or to standards acceptable to the annexing municipality (County Standards art determined by the County Engineer). - the proposed annexation area shall meet the statutory requirements of Chapter 171 F.S. as established in the County's Annexation Review Policy. • annexation must be agreed upon by 100%of the property owners via a signed petition for voluntary annexation into municipal boundaries. The municipality must agree to accept the voluntary annexation. • annexation must be agreed upon by a majority of the property owners and registered voters residing in the area to be annexed via a signed petition for involuntary annexation into municipal boundaries. The municipality must agree to hold an involuntary annexation election. • voluntary and. involuntary annexation shall occur only when all development improvements have been made and approved by the County Engineer, except when a project was initiated while located ui unincorporated Palm Beach County and the t municipality consents by ordinance to participation in the Municipal Service Taxing Unit. • enclave and pocket areas shall be located within a future municipal annexation reserve area as identified in the municipal land use plan or other official documents. Cost Incentive Option and Benefits An assessment incentive option is available to municipalities and landowners who seek to use this program to improve fatalities in developments which would significantly benefit from infrastructure improvements. This option is designed to reduce the facility cost assessment to landowners, but requires municipalides to financially contribute to the cost of improvements The program is based on up to one-third cost sharing agreement between. the County, municipality and landowners, with the assessment cost spread over a maximum ten year period at 10% simple interest charge to landowners. The municipality must pay their portion upront, unless anoterr paw, gnt plan is agzgd ypQn, payment will be initiated one year after project t:ompletton per the MST U Qrdinariats.. Subject to BCC approval landowners will have the o tion to include within .the assessment any impact fees and connection fees which may apply. These fees are in addition to the assessment for providing water and sewer lines or roadways. Landowners not electing to include these fees within his/her assessment will be fully responsible for them. County/Municipal Benefits: -.County retrieves two thirds of the cost associated with this program over a maximum ten-year period. Accrued funds will re-enter thi: program and he redistributed to other eligible projects. • Nfunicipality will pay just i/- cost of f�jcility improven�e��ts but receive an improved development when annexed. 05/07/2001 13:13 FAX 561 745 3893 G Genco & Assoc. Q 007 4 Landowners will be assessed only one-third. of the cost for all allowable improvements under the MSTU Ordinance- This is a substantial assessment cost reduction when compared to other similar projects in the same program located outside municipal annexation boundaries. - County/municipal comprehensive plan goals, objectives and policies will be realized The number, size, and location of proposals each year will vary, but each proposal shall be evaluated on the following criteria to determine its funding priority. Whether the substandard development -is located in an enclave or pocket. *has severe facility deficiencies (substandard). •is a�logical extensioa of municipal boundaries. •is included in a municipal annexation plan. *is located east of Military Trail. Area Restrictions Due to bond restrictions, this program shall not apply to properties within the Palm Beach County Water Utility Department service area Review This program will utilize both the Palm Beach County Annexation Review Procedures and the County's Municipal Service Taxing Unit Program (MSTU) to review and implement policies contained herein_ The following departments/divisions will also participate in the review process. • The County Planning Division and Legal Department will determine if the proposed project meets the statutory requiiwients of Chapter 171 to enter the program, utilizing the Anneuadon Review Policy to determine the status of the tcequesc Tice Fire -Rescue Department will review all proposed projects for the purpose of recommending that services be either taken over by the annexing municipality or continued by the County. In addition, the Fire -Rescue Department and Annexing municipality's fire -rescue service provider will make recommendations regarding fire flow and hydrant placement when such improvements are required. • The Parks and Recreation Department will review all proposed projects for the purpose of recommending whether small designated neighborhood parks (five acres or less) owned or operated by Palm Beach County shall be conveyed to the municipality upon annexation or continue to be under the jurisdiction of the County. • The Library Department will review the proposed annexation for impact on Library Taring District revenues, service delivery and facilities.