HomeMy WebLinkAboutDocumentation_Regular_Tab 8O_8/10/2000 C
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August 3, 2000 Village i'V iiiii 6e. U' t"v
VILLAGE COUNCIL c/o
Ms. Joann Manganiello
Acting Village Manager
Village of Tequesta
250 Tequesta Drive, Suite 250
Tequesta, FL 33469-0273
RE: PALM BEACH COUNTY INCENTIVE PROGRAM -ANNEXATION
Dear Ms. Manganiello, and Council Members:
At the recent "Intergovernmental Coordination Meeting" (August 3, 2000), Palm Beach County made a
presentation on an "Annexation Incentive Program". The recent and ongoing improvements made by the
Village to the Bermuda Terrace water system, and landscaping and swales along Country Club Drive as
well as the sewer assessment to the residents of Bermuda Terrace may offer us an opportunity to give
Bermuda Terrace and the Village financial incentives to annex.
In accordance with Palm Beach County standards the infrastructure (sewer, roads, water, etc) of
Bermuda Terrace was substandard. Once improvements have been made to the existing infrastructure
Palm Beach County offers incentives to municipalities for the annexation of enclaves or pocket areas,
such as Bermuda Terrace. This program is based upon a one-third cost sharing agreement between
the County, the municipality and the landowners. Included in the cost sharing are infrastructure
improvements such as those being made, as well as impact and connection fees. We should be able to
count the current cost of the Villages improvements towards our one third, meaning there is a potential
for the county sharing in the landowners cost of connections to ENCON (the improvements were due to
"special environmental concern'); this may result in a lowered cost to them, and be an incentive to
annex.
I would like to take the opportunity to explore this with a designated person from Village Staff. The
county is willing to having their engineering do cost estimates, develop the inter-local agreement, forward
the petitions, develop a budget, hold hearings, etc. etc. Essentially do all the work. Also, their is another
area near Pinetree Trail (6 homeowners) which could also take advantage of this program. I am
requesting the authority to pursue investigation of the application of this program on behalf of the Village
of Tequesta.
Sincerely,
tuber, Geraldine A. co
see attachment for additional information
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)
ANNEXATION INCENTIVE PROGRAM
Introduction
Palm 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 encourage
municipalities to annex substandard developments in enclave or pocket areas east of Military Trail.
The program utilizes the existing MSTU ordinance to fund infrastructure improvements to
substandard developments by a maximum one-third cost sharing agreement between the County,
• municipality and landowner. Once infrastructure 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 for just one third
the cost for facility improvements. The program also increases the homeowners ability to pay the
assessment 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 (i.e.
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, reluctant 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
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areas as such action may unduly burden the municipality in the provision of service, especially the
maintenance cost of servicing the enclave and pocket areas, once incorporated.
Hence, the Annexation Incentive Program is intended to encourage annexation through assessment
reduction for improvements 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, meter 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
electric 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.
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• 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
annexin, municipality (County Standards are 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 in unincorporated Palm Beach County and the
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 facilities in developments which would significantly benefit from
infrastructure improvements. This option is designed to reduce the facility cost assessment to
landowners, but requires municipalities 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 upfront,
unless another payment plan is agreed upon. Payment will be initiated one year after project
completion per the MSTU Ordinance.
Subject to BCC approval landowners will have the option 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 the program and be redistributed to other
eligible projects.
• Municipality will pay just 1/3 cost of facility improvements but receive an improved
development when annexed.
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• 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 extension 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 requirements of Chapter 171 to enter the program, utilizing the
Annexation Review Policy to determine the status of the request.
• The 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
Taxing District revenues, service delivery and facilities.
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Implementation
The Engineering Department will do all the administrative and technical work involved in the
implementation of the program as established in the N1STU Ordinance 91-41. Such activities
will include the following:
• provide a cost estimate for the project
• develop an interlocal agreement between the County and the participating municipality
• forward petitions to area residents
• develop a budget for the project
• design the project
• hold public hearings
• construct the project
The Engineering Department and the Planning, Zoning and Building Department will
answer any questions from citizens or municipalities interested in this program. Prior to
any annexation referendum, the Palm Beach County Planning Division will be responsible
for the coordination of election and program information to the public on the annexation
program.
File:S,MDISC2/ANNEX 1NCE I PROG(1/93)
JP1111*-
lop .