1 Briefing Document for Impact Fee Proposal Citrus County, Florida Submitted By:

2 TischlerBise 30-year national practice Impact fees (over 700) Fiscal impact analysis (over 600) Utility rate studies Infrastructure needs and financing alternatives

3 Florida Impact Fee Clients Coral Gables Deerfield Beach DeSoto County DeSoto Co. Schools Key Biscayne Lake Wales Manatee County Manatee Co. Schools Miami Naples North Miami Pasco Co. Schools Plant City Polk County Port St. Lucie Punta Gorda Seminole Co. Schools Stuart Sunny Isles Beach West Miami

4 National Leaders Prepared more impact fees than any firm Have been at the forefront of advancing the “state of the practice” – Fees by household size/bedroom count – Tiered fee schedules – Redevelopment situations – Credit calculations – Mitigating high fees for nonresidential development Fees have never been successfully litigated

5 TischlerBise Project Personnel L. Carson Bise II, AICP, President – Eighteen years of broad-based public and private sector fiscal/economic impact experience (over 125 impact fees) – Chairing APA’s Paying for Growth Task Force – Board Member, National Impact Fee Roundtable – Featured speaker on fiscal/economic analysis at national and state conferences – Florida impact fee clients include Pasco County Schools, Seminole County Schools, Polk County and Coral Gables

6 TischlerBise Project Personnel Dwayne Pierce Guthrie, AICP, Ph.D., Principal – Thirty years of experience in the areas of impact fees, capital improvement planning and infrastructure finance – Specializes in transportation funding issues – Impact fee studies for approximately 120 jurisdictions in 25 States – Masters in Planning from the University of Florida, Ph.D. from Virginia Tech – Co-authored ICMA IQ Report “An Introduction to Infrastructure Financing” – Florida impact fee clients include DeSoto County, Manatee County, Lake Wales, Miami, Naples, Punta Gorda, and Sunny Isles Beach

7 TischlerBise Advantage Alternative methodologies Maximization of revenue Full cash flow analysis Revenue strategies Perspective Communication Local/national experience

Comments from County Evaluation Process “Focused” “Seemed flexible and knowledgeable” “Spoke to hybrid methodologies” “Very well prepared” “Will select best methods suited for Citrus County, not one size fits all” “Good Florida experience” “Showed unique and different solutions” 8

Comments from County Evaluation Process “Very comfortable with team” “Innovative concepts presented” “Private sector experience offers different perspective” “Well informed on local issues” 9

10 How TischlerBise Would Improve Citrus County Impact Fees Population driven – Recreation – Libraries – Schools VMT for roads Functional population based – Law Enforcement – EMS – Fire/Rescue – Public Buildings Evaluate possible plan-based fee. If incremental expansion, calibrate trip length to existing network and simplify. Better demographic analysis using most recent and localized data as required by State law. Project growth-related need for capital improvements.

11 Key Concepts for Improving Transportation Impact Fees Marginal capital cost pricing of transportation infrastructure promotes efficient development patterns As density and mix of development decreases, VMT increases (thus remote areas should pay more) Fees should vary by policy area to help implement the growth management plan

12 Peak-Hour VMT in New Castle County

13 Delaware Transportation Fee Comparison for Nonresidential Development

14 Why Hire TischlerBise Unsurpassed national/local experience Senior level professionals dedicated to project Comprehensive approach Identify and discuss policy issues Study is unique to every jurisdiction Understand the “minefields” Comprehensive and defensible work product