HomeMy WebLinkAboutDuncan Presentation_Aug_1516_06
Infrastructure and Public Facilities
Needs Assessment
Planning Department
County of Hawai`i
August 16, 2006
Introducing ImpactFees.com
The Rational Nexus Test
Must create need for new facilities
Must receive benefit from new facilities
Must only pay fair share of new facilities
State Impact Fee Authority
1992 Hawaii Impact Fee Act
Authorizes Counties to adopt impact fees
Based on established legal constitutional standards
Eligible facilities are those specific ally identified in comprehensive
plan or facility needs assessment study.
Specify service level stan dards for each facility
Can not be charged for higher than existing service levels
Funds and interest earned earmarked by facility
Past property tax payments must be credited
Spend on planning, des ign and construction
Spend within seven years or refund
Collected prior to issuance of grading or building permit
Other available funding op tions must be examined
Only use has been 2002 Honolu lu road fee for EWA region
Island Growth
Current Fair Share Assessments
Current assessment based on 1990 study
Current assessment = $9,761 per dwelling unit
Roads, parks, fire, police and solid waste
Subject to assessments:
Residential uses requiring rezonings
Hotels requiring rezonings
Not subject to assessments:
Existing zoned lots (11,000)
Existing subdivided lots (53,000)
Non-residential uses
Performance record:
$74.0 million assessed
$3.6 million collected
$15.2 million in credits
Public Outreach Effort
November 18, 2005 - Hilo Focus Group
November 20, 2005 - Kona Focus Group
November 21, 2005 - County Council
January 17, 2006 - Video Conference
March 8, 2006 - Kona Workshop
March 9, 2006 - Pl anning Commission
March 10, 2006 - Hilo Workshop
What We Heard from Stakeholders!
Impact fees should be adopted by Hawai’i County
Impact fees should be part of larger funding plan
Impact fees should not be waived for existing lots
Impact fees should be paid at building permit
Impact fees should be countywide and uniform
Impact fees should vary by size of dwelling unit
County should pay fees for affordable housing
County should give one year fee grace period
Infrastructure and Public Facilities
Roads
Parks
Fire/EMS
Police
Solid Waste
Wastewater
POLICY ISSUES
Treatment of Existing Lots
OPTIONS:
1. Fee waiver for first dwelling
2. County grant for first dwelling
3. Transition exemption for first dwelling
4. Exclude selected areas
5. Everyone pays
Affordable Housing
County assists:
first-time homebuyers
earning less than 140 percent median income
purchasing less than median-priced home
using home as primary residence
Type of assistance:
zero interest loan for amount of fee
payable when home sold or rented
Progressive Residential Fees
Residents by Unit Size Impact Fees by Unit Size
Time of Collection
Fair share assessments
assessed at zoning
collected at subdivision for single-family
collected at site pl an for multi-family or non-residential
Impact fees collected at building permit
Fee assessment could be at su bdivision, but that would
permanently exempt all existing lots
Assessment and Benefit Districts
Recommend county-wide
assessment district for all
facilities
Recommend four benefit
districts for all facilities –
Kona
Kohalo
Hilo/Hamakua
Kau/Puna
Pre-Ordinance Credits
Fair share fees assessed but not paid would be replaced
with obligation to pay impact fees
Fair share fees paid could be reimbursed to developer or
credited to lot owner
Recommendation:
Credit to lot owner to offset fees
No reimbursement of any excess credit
Rationale: Avoids developer windfall
Post-Ordinance Reimbursements
Developers often make improvements or dedicate ROW
to county roads as condition of development approval
Value of improvements or ROW could be reimbursed to
developer or credited to lot owner
Recommendation: Reimburse developer directly
Rationale: Administrative simplicity
Phase-In Period
Effective date: Fees go into effect one year after adoption
Give public/developers/hom ebuilders adequate notice
Allow staff time to estab lish implementation measures
No additional phase-in:
Developers already paying substantial fair share fees
Phase-in would provide a windfall
Maximum Allowable Impact Fees
Maximum fees likely higher than current fair share
Ultimate fees could be less than 100% of maximum
Maximum Allowable Impact Fees
Impact Fee Advantages
Greater Revenue Potential
County now annually receives only about $2 million total
Nonresidential road impact fees would alone return $12 million
Just half of all new residentia l permits would return $10 Million
Greater Equity
All development pays, not just re sidential that needs rezoning
Larger homes pay more based on greater impact
Greater Legal Defensibility
Complies with State Impact Fee Act
Lessons Learned!
Impact fees alone will not solv e the County’s infrastructure
problems. They are only one source of partial financing.
The County needs to take a more comp rehensive look at
financing infrastructure , share that vision with the public and
encourage creative public and private collaborate efforts.
There are no easy answers on how to address the effect of
impact fees on affordable housin g. Fees can not be waived, but
they can be paid from other sources.
Should a fee be implemented, cu rrent administrative procedures
will need to be retooled an d staff resources reallocated.
Fees may imposed at less th an 100 percent the maximum
allowable amount.
Fees may be tailored to reflect the unique personality of Hawaii
County (i.e., specific fees can be excluded from ce rtain districts).
Questions? . . .