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HomeMy WebLinkAboutPublic School Facility Planning & Concurrency INTERLOCAL AGREEMENT FOR PUBLIC SCHOOL FACILITY PLANNING AND SCHOOL CONCURRENCY Brevard County, Florida Entered into by: Brevard County Board of County Commissioners, SchoolBoard of Brevard County, and the Cities or Towns of Cape Canaveral, Cocoa, Cocoa Beach, Grant-Valkaria, Indialantic, Indian Harbour Beach, Malabar, Melbourne, Melbourne Beach, Palm Bay, Rockledge, Satellite Beach, Titusville, and West Melbourne JUNE2014 TABLE OF CONTENTS INTERLOCAL AGREEMENT FOR PUBLIC SCHOOL FACILITY PLANNING AND SCHOOL CONCURRENCY INTRODUCTION............................................................................................................................1 SECTION 1.DEFINITIONS.......................................................................................................3 SECTION 2.JOINT MEETINGS................................................................................................7 2.1Annual Meetings of Elected Officials..............................................................................7 2.2Capital Outlay Committee (COC)...................................................................................7 SECTION 3.STUDENT ENROLLMENT AND POPULATION PROJECTIONS........................8 3.1Population and Student Enrollment Projections DistributedAnnually.............................8 3.2Student Projections........................................................................................................8 SECTION 4.COORDINATING AND SHARING OF INFORMATION........................................8 4.1Tentative District Educational Facilities Work Plan.........................................................8 4.2Educational Plant Survey...............................................................................................9 SECTION 5.SCHOOL SITE SELECTION, RENOVATIONS, AND SCHOOL CLOSURES.....9 5.1New School Sites.........................................................................................................9 5.2School Site Plan Review..............................................................................................10 5.3Major Renovations and Closures.................................................................................10 SECTION 6.SUPPORTING INFRASTRUCTURE...................................................................10 6.1Joint Consideration of On-Site and Off-Site Improvements..........................................10 SECTION 7.LOCAL PLANNING AGENCIES (LPA), COMPREHENSIVE PLAN AMENDMENTS, REZONINGS, AND DEVELOPMENT APPROVALS...............11 7.1Appointed LPA Members.............................................................................................11 7.2County and City Development Applications Shared with the School Board..................11 7.3Criteria for Evaluating Residential Development Applications......................................11 7.4Formulating City and County Plans and Programs.......................................................12 SECTION 8.CO-LOCATION AND SHARED USE..................................................................12 8.1Co-Location and Shared Use.......................................................................................12 8.2Mutual Use Agreement................................................................................................12 SECTION 9.SPECIFIC RESPONSIBILITIES OF THE PARTIES...........................................12 9.1Specific Responsibilities of the County and Cities........................................................12 9.2Specific Responsibilities of the School Board..............................................................13 SECTION 10.SCHOOL DISTRICT CAPITAL IMPROVEMENT PLAN.....................................15 10.1School District's Five YearDistrictFacilities Work Program.........................................15 10.2Tentative Educational Facilities Plan...........................................................................15 10.3Transmittal...................................................................................................................15 10.4Adoption......................................................................................................................15 10.5Amendments to the School District's Five YearDistrictFacilities Work Program.........16 Brevard County Interlocal Agreement For Public School Facility Planning and School Concurrency June 2014 Page ii SECTION 11.COMPREHENSIVE PLAN ELEMENTS..............................................................16 11.1Required Comprehensive Plan Amendments..............................................................16 11.2Development, Adoption and Amendment of the Capital Improvements Element (CIE)...........................................................................16 11.3Intergovernmental Coordination Element.....................................................................16 SECTION 12 SCHOOL CONCURRENCY PROGRAM.............................................................17 12.1Commencement of School Concurrency......................................................................17 12.2Concurrency Service Area (CSA) Boundaries..............................................................17 12.3Level of Service (LOS).................................................................................................18 12.4School Concurrency Regulations.................................................................................18 SECTION 13.UNIFORM SCHOOL CONCURRENCY PROCESS............................................19 13.1General Provisions......................................................................................................19 13.2School Concurrency Application Review......................................................................20 13.3School Concurrency Approval.....................................................................................22 13.4Development Review Table.........................................................................................23 13.5Proportionate Share Mitigation....................................................................................23 13.6Appeal Process...........................................................................................................25 SECTION 14.OVERSIGHT.......................................................................................................26 14.1Oversight.....................................................................................................................26 SECTION 15.SPECIAL PROVISIONS.....................................................................................26 15.1School District Requirements.......................................................................................26 15.2Land Use Authority......................................................................................................26 SECTION 16.AMENDMENT PROCESS, NOTICE, AND TERM OF AGREEMENT.................27 16.1Amendment of the Agreement.....................................................................................27 16.2Notice Requirements...................................................................................................27 16.3Repeal of the Agreement.............................................................................................27 16.4Termination of the Agreement.....................................................................................27 16.5Withdrawal...................................................................................................................27 16.6Violations.....................................................................................................................27 SECTION 17.RESOLUTION OF DISPUTES............................................................................ 27 17.1Dispute Resolution.......................................................................................................27 SECTION 18.EXECUTION IN COUNTERPARTS.................................................................... 27 18.1Agreement Execution..................................................................................................27 SECTION 19.SUPERSESSION OF PREVIOUS AGREEMENTS............................................. 27 19.1Supersession...............................................................................................................27 Signature Pages......................................................................................................................28-43 Appendix "A" -School District Student Generation Multiplier....................................................44-45 Brevard County Interlocal Agreement For Public School Facility Planning and School Concurrency June 2014 Page iii INTERLOCAL AGREEMENT FOR PUBLIC SCHOOL FACILITY PLANNING AND SCHOOL CONCURRENCY Brevard County, Florida THIS AGREEMENT is entered into with the Brevard County Board of County Commissioners (hereinafter referred to as the "County"), the Commission or Council of the Cities or Towns of Cape Canaveral, Cocoa, Cocoa Beach, Grant-Valkaria, Indialantic, Indian Harbour Beach, Malabar, Melbourne, Melbourne Beach, Palm Bay, Rockledge, Satellite Beach, Titusville and West Melbourne (hereinafter referred to as the "Cities"), and the School Board of Brevard County (hereinafter referred to as the "School Board"), collectively referred to as the “Parties”. WHEREAS , the County, Cities and the School Board recognize their mutual obligation and responsibility for the education, nurturing and general well-being of the children within their community; and WHEREAS , the County, Cities and the School Board are required to enter into this Agreement pursuant to Section 163.01, Section 163.31777(1)and Section 1013.33, Florida Statutes (F. S.); and WHEREAS , the Townsof Melbourne Village andPalm Shores are exempt; and WHEREAS, the County, Cities, and School Board recognize the benefits that will flow to the citizens and students of their communities by more closely coordinating their comprehensive land use and school facilities planning programs: namely (1)better coordination of new schools in time and place with land development, (2) greater efficiency for the school board and local governments by placing schools to take advantage of existing and planned roads, water, sewer, and parks, (3) improved studentaccess and safety by coordinating the construction of new and expanded schools with the road and sidewalk construction programs of the local governments, (4) better defined urban form by locating and designing schools to serve as community focal points, (5) greater efficiency and convenience by co-locating schools with parks, ball fields, libraries, and other community facilities to take advantage of joint use opportunities, and (6) reduction of pressures contributing to urban sprawl and support of existing neighborhoods by appropriately locating new schools and expanding and renovating existing schools; and WHEREAS , the County, Cities and School Board have determined that it is necessary and appropriate for the entities to cooperate with each other to provide adequate public school facilities in a timely manner and at appropriate locations, to eliminate any deficit of permanent student stations, and to provide FISH Capacityfor projected new growth; and WHEREAS, Section 1013.33, F.S., requires that the location of public educational facilities must be consistent with the comprehensive plan and implementing land development regulations of the appropriate local governing body; and WHEREAS, Sections 163.3177(6)(h) l and 2, F.S., require each local government to adopt an intergovernmental coordination element as part of their comprehensive plan that states principles and guidelines to be used in the accomplishment of coordination of the adopted comprehensiveplan with the plans of the school boards, and describes the processes for collaborative planning and decision making on population projections and public school siting; and Brevard County Interlocal Agreement For Public School Facility Planning and School Concurrency June 2014 Page 1 WHEREAS , Sections 163.3177(6)(h) 2and 1013.33, F.S., require the County, Cities and School Board to establish jointly the specific ways in which the plans and processes of the School Board and the local governments are to be coordinated; and WHEREAS , Section 163.3180(6), F.S., authorize the County, Cities and School Board to establish school concurrency and WHEREAS, The Agreement acknowledgesboth the school board's constitutional and statutory obligations to provide a uniform system of free public schools on a countywide basis, and the land use authority of local governments, including their authority to approve or deny comprehensive plan amendments and development orders; and WHEREAS, the County and Cities are entering into this Agreement in reliance on the School Board’s obligation to prepare, adopt and implement a Financially Feasible Planto achieve public schools operating at the adopted level of service consistent with the timing specified in the Five Year District Facilities Work Program, and the School Board’s further commitment to update the plan annually to add enough FISH Capacityto the Plan in each succeeding fifth year to address projected growth in order to maintain the adopted level of service and to demonstrate that the utilization of FISH Capacityis maximized to the greatest extent possible pursuant to Section 163.3180 (6)(f)2.a, F.S.and163.3180(6)(i)3. F.S.; WHEREAS ,Section 163.31777(2)(c), F.S., requires that the public schools interlocal agreement shall address participation by affected local governments with the School Boardin the process of evaluating potential school closures, significant renovations to existing schools, and new school site selection before land acquisition. In addition, local governments shall advise the School Board as to the consistency of the proposed closure, renovation, or new site with the local comprehensive plan, including appropriate circumstances and criteria under which a School Board may request an amendment to the comprehensive plan for school siting. WHEREAS , Section 1001.42,(4)F.S., establishes the powers and duties of the school board to adopt and providefor the execution of plans for the establishment, organization, and operation of the schools of the districtto include, but not limited to, the establishment ofschools, the elimination of school centers, and the consolidation of schools. WHEREAS , the School Board, enteredinto this Agreement in reliance on the County and Cities’ adoptingamendments to their local comprehensive plans to implement School Concurrency as provided in Florida Statutes and WHEREAS ,Section 1002.33(1), F.S., states that charter schools shall be part of the state’s program of public education and that all charter schools are public schools. A charter school may be formed by creating a new school or converting an existing public schoolto charter status. NOW THEREFORE , be it mutually agreed among the School Board, the County and the Cities (hereinafter referred to collectively as the “Parties”) that the following definitions and procedures will be followed in coordinating land use, public school facilities planning, and school concurrency. Brevard County Interlocal Agreement For Public School Facility Planning and School Concurrency June 2014 Page 2 SECTION 1.DEFINITIONS Adjacent Concurrency Service Area: AConcurrency Service Areawhich iscontiguous tothe boundary of another Concurrency Service Areaalong one side to the extent practicable, taking into account water bodies, limited access interstate corridors, and similar geographic limits. Concurrency Service Areas based on spot zoning that do not include a school within shall not be utilized in concurrency reviews for adjacency purposes. Adopted evel of Service: LPublic school concurrency standard established atone-hundred percent (100%) of FISH Capacity(utilization) to bethe maximum level of service of a school owned and operated by the Brevard County School Board. Attendance Zone: The geographic area which identifies the public school assignmentfor students. CapacityElements: Permanent Student Stations: The number of student stations in permanent structures (buildings) identified as being satisfactory in the FDOE FISH Inventory. Relocatable Student Stations: The number of student stations in relocatable structures identified as being satisfactory in the FDOE FISH Inventory. Florida Inventory of School Houses (FISH) Capacity: The Florida Inventory of School Houses (FISH) is the database used by the Florida Department of Education for all spaces in Florida public education facilities. FISH Capacityis calculated on the Department of Education’s measure of satisfactory student stationsinboth permanent and relocatable structures multiplied by a utilization factor. Brevard County School Board’s utilization factors are100% for elementary, 90% for middle, 90% for junior/senior high schools, and 95% for high schools. The utilization factors may be amended by the Florida Department of Education. By definition the FISH Capacityis a Factored Capacity and the terms may be used interchangeably in this Agreement and in supporting documentation. Factored Capacity: By definition the Factored Capacity is the FISH Capacityand the terms may be used interchangeably in this Agreement and in supporting documentation. Capacity Determination Letter (CDL): A letter prepared by the School Board resulting from a School Impact Analysis (SIA)identifying if existing FISH Capacityis available to serve a residential project. Thisletter is the School Board response to a SchoolCapacity Determination application and establishesavailability at that present time only and neither vests nor reserves FISH Capacityfor the developer and is non-binding in nature. Capital Outlay Full-Time Equivalent (COFTE): The basis forstudent allocation for the Florida Education Finance Program for kindergarten through grade 12in facilities operated by the School Board,provided annually by the Florida Department of Education. Cities: All municipalities in Brevard County, except any of those that are exempt from the requirements of school concurrency, pursuant to Section 163.31777(3), F.S. Charter School: Public schools of choice which operate under a performance contract, or a “charter,” in accordance with Section 1002.33, F.S. Brevard County Interlocal Agreement For Public School Facility Planning and School Concurrency June 2014 Page 3 Class Size Reduction: Florida Constitutional amendment creating class size limits for teacher to pupil ratios for core educational instruction, as implemented by the Florida legislature. Comprehensive Plan: A plan that meets the requirements of Section 163.3177F.S. Concurrency Service Area (CSA): A geographic unit adopted by the School Board and local governments within whichthe level-of-service standard is measured when aSchool Impact Analysis (SIA) is undertaken by the School Boardfor aresidential development. Within Brevard County the CSA’s are coincident with the school attendance boundaries at each school level (elementary, middle, high school). Concurrency Evaluation and Finding of Nondeficiency (CEFoN) or equivalent: Once the School Boardhas issued a School Capacity Determination Letter (SCADL)confirming the existence of FISH Capacity, the local government may issue a CEFoN, or equivalent, and the FISH Capacityfor the development is reserved or vested for that development for the life of the CEFoN. Consistency: Compatible with and furthering the goals, objectives and policies of the Comprehensive Plan Elements and this Agreement. De Minimis Impact: Theimpact from a development proposal upon the School Board in regards to additional studentsis minimal in nature per the criteria set in Section 13.1 of this Agreement and allows the proposed residential development to be exempt from one or both elements of the School Impact Analysis. Developer: Any person orgovernmental agency undertaking any residential construction. Development Order: Any order granting, or granting with conditions, an application for a development permit. Development Permit: Any building permit, zoning permit, subdivision approval, rezoning, certification, special exception, variance,or any other official action of local government having theeffect of permitting the development of land. Educational Facility: The buildings, equipment, structures, propertyand special educational use areas that are built, installed or established to serve educational purposes. Educational Facilities Impact Fee: A fee designated to assist in the funding for acquisition and development of school facilities, owned and operated by the School Board, needed to serve new growth and development. Educational Plant Survey: A systematic study of present educational and ancillary plants and the determination of future needs to provide an appropriate educational program and services for each student based on projected capital outlay FTE's approved by the Department of Education. The Educational Plant Survey remains valid for five full years and is amended by Spot Surveys generated by the School Board and approved by FDOE during that period. Enclave: A school attendance boundary area that is not contiguous with the boundary area that contains the school. These areas are also known as “spot zones” and the boundaries of enclaves are not considered when determining CSA’sfor concurrency evaluation. Brevard County Interlocal Agreement For Public School Facility Planning and School Concurrency June 2014 Page 4 Exempt Local Government: A municipality which is not required to participate in the public schools interlocal agreement requirements, per Section 163.31777 (3) F.S. Final Development Request: A Final Development Request is the last procedurein the local government planning process that is required before a development proposal with a residential component applies forbuilding permits. Final Development Requests may include Final Plat Applications, Site Plan Applications, Conditional Use Applications, EngineeringReview Applicationsas well as otherdevelopment requests that are functionally equivalent. Financial Feasibility: An assurance that sufficient revenues are currently available or will be available from committed funding sources for the first 3 years, or will be available from committed or planned funding sources for years 4 and 5, of a 5-year capital improvement schedule for financing capital improvements. The funding sources include, but are not limited to, ad valorem taxes, bonds, state and federal funds, tax revenues, impact fees, and developer contributions.Financial Feasibility is achieved when these sourcesare adequate to fund the projected costs of the capital improvements identified in the Five YearDistrictFacilities Work Program necessaryto ensure that adopted level-of-service standards are achieved and maintained within the period covered by the 5-year schedule of capital improvements. The requirement that level-of-service standards be achieved and maintained shall not apply if the proportionate-share process set forth in Section163.3180(6),F.S.,is used. Financially Feasible Plan: A plan issued annually by the School Boardshowing projected student enrollment,which includes development input by the local governments, sufficient FISH Capacityto maintain the adopted level-of-service for each of the five years, attendance boundary changes and school closures.The most recently published Financially Feasible Plan shall be utilized by the School Board in performing the School Impact Analysis (SIA) for concurrency. Five YearDistrictFacilities Work Program: The School Board’s annually adopted fiveyear list of capital improvements,as authorized by Section 1013.35, F.S. The Program providesfor FISH Capacityto achieve and maintain the adopted level-of-serviceand includes long-range planning for facilities needs over 10-year and 20-year periods. Full-Time Equivalent (FTE) Student Count: The fall semester count of all “full-time equivalent” students, pursuant to Section1011.62, F.S. Level of Service (LOS): A standard or condition established to measure FISH Capacity utilization within a Concurrency Service Area (CSA) boundary. Local Governments: Brevard County and its Cities. Local Planning Agency: Any agency established by a governing body under the provisions of Chapter 163 Florida Statutes that first review rezoning and comprehensive plan amendments. Permanent Classroom: An area within a school that provides instructional space forstudents assigned to a teacher which the School Board considers not temporary and the structure cannot be relocated. Preliminary Development Request: A Preliminary Development Request is the initial application for land use, zoning, and/or development code compliance that begins the local government planning process for any development proposalwith a residential component. Brevard County Interlocal Agreement For Public School Facility Planning and School Concurrency June 2014 Page 5 Preliminary Development Requests may include Rezoning Applications, Comprehensive Plan Amendments, transmittal of Large Scale Comprehensive Plan Amendments to the State of Florida, Preliminary Plat Applications, Site Plan requests, PUD applications, DRI applications, as well as other development requests that are functionally equivalent. Proportionate Share Mitigation: A developer improvement or contribution identified in a binding and enforceable agreement between the Developer, the School Board and the local government with jurisdiction over the approval of the development order to provide compensation for the additional demand on public school facilities created through the residential development of the property, as set forth in Section 163.3180(6), F.S. Proposed New Residential Development: Any application for new residential development or any amendment to a previously approved residential development, which results in an increase in the total number of housing units. Public Facilities: Civic capital assets including, but not limited to, transit, sanitary sewer, solid waste, potable water, schools, parks, libraries and community buildings. Reserved Capacity: FISH Capacityheld in reserve (vested) by the School Board for a specific residential development when the local government has issued a CEFoNor equivalent. The reserved capacity is held by the School Board as long as the local government’s CEFoN or equivalent has not expired. Relocatable Classroom: A movable classroom facility containing non-permanent satisfactory student stations in FISH, purchased after 1998 and meeting the standards for long-term use pursuant to 1013.20, F.S. Residential Development: Any development that is comprised of dwelling units, in whole or in part, for permanent human habitation. School Board: The governing bodyestablished Article IX, Section 4, of the Florida Constitution, which shall operate, control and supervise all free public schools within the school district and determine the rate of school district taxes within the limits prescribed. School Capacity Availability Determination Letter(SCADL): A letter prepared by the School Boardresulting from an SIAidentifying if FISH Capacityis available to serve a residential project. This letter is theSchool Boardresponse toaConcurrencyDetermination application andif FISH Capacityexists, and the local governmentissues a CEFoN or equivalent, the proposed development’s FISH Capacityis reservedor vested. School Impact Analysis(SIA): A formal description of a residential project subject to school concurrency review submitted by a developer through a School Facility Planning and Concurrency Application for School Board review in accordance with Section 13.2of this Agreement. School of Choice: A school that a student may attend in lieu of their zoned school. Schools of Choice do not have a geographic attendance boundaryor a Concurrency Service Area(CSA) andaretherefore not considered in concurrency determinations. Brevard County Interlocal Agreement For Public School Facility Planning and School Concurrency June 2014 Page 6 School Facility Planning and Concurrency Application: An application for a School Impact Analysis (SIA) to be undertaken by the School Boardsubmitted by a developer for either a School Capacity Determination (non-binding) or a Concurrency Determination commitment (binding) which reservesor vests space for students generated by aspecific development. Spot Zone: A school attendance boundary area considered part of, but geographically detached from,the boundary area that includes the school facility. The boundaries of Spot Zones are not considered when establishing CSA’s for concurrency evaluation. Student Generation Multiplier (SGM): The Student Generation Multiplier is the ratio of students per residential unit based on the Type of School and the type of residential unitas described in Appendix “A". Type of School: An educational facility providing aspecific levelof education, i.e. elementary, middle, junior/senior, or high school or special purpose school such as magnet school. Utilization: The ratio of the total number of students enrolled at a school at the time of the fall FTE student count divided by the FISH Capacityat that school. The FISH Capacityshall be derived from the School Board’s most recently published Financially FeasiblePlan SECTION 2.JOINT MEETINGS 2.1Meetings of Elected Officials. One or more elected representatives of the County, each City and the School Board may meet, if requestedby any ofthe parties to this Agreement, ina joint workshop session. A representative of the Regional Planning Council will also be invited to attend. The joint workshop sessions will providethe opportunity for the County, the Cities, and the School Board to discuss the School Board’s Five YearDistrictFacilities Work Program, hear reports, discuss policy, set direction, and reach understandings concerning issues of mutual concern regarding coordination of land use and school facilities planning, including population and student growth, development trends, school needs, off-site improvements, and joint use opportunities.The Parties candiscussopportunities to co-locate schools with other public facilities such as parks, libraries, and community centers tothe extent possible.A designee of the School Board shall be responsible for coordinating and convening the meetingupon such request. 2.2Capital Outlay Committee (COC). The Parties hereby establish a Capital Outlay Committee (COC) for the purpose of reviewing potential sites for new schools,proposals for significant renovation,potential closure of existing schoolsand opportunities to co-locate schools with other public facilities such as parks, libraries, and community centers to the extent possible. In addition,the Committee willdiscuss issues and formulate recommendations regarding coordination of land use and school facilities planning, including such issues as population and student projections, development trends, school needs, joint use opportunities, and ancillary infrastructure improvements needed to support the school and ensure safe student access. Based on information gathered during the review, the COC will submit recommendations to the Superintendent or designee. Additionally, the COC will be a standing committee to review the School Board’s annual Five YearDistrictFacilities Work Program in accordance with Section 4.1 and 10 of this Agreement, and serve as the required oversight committee for school concurrency as detailed in Section 14 of this Agreement. Brevard County Interlocal Agreement For Public School Facility Planning and School Concurrency June 2014 Page 7 In addition to arepresentative of the School Board, the Committee will include astaff member from the County and a representative from each of the participating Cities.A quorum shall be established when representatives of the School Board and fifty-percent of the non-exempt County and Cities are present. The committee shall appoint a chairperson, meet semi-annually in accordance with the laws of Florida governing public meetings, and report to participating local governments,the School Boardand the general public on the effectiveness with which this Agreement is being implemented. A designee of the School Board shall be responsible for coordinating and convening the semi-annual meetings. SECTION 3.STUDENT ENROLLMENT AND POPULATION PROJECTIONS 3.1Population And Student Enrollment Projections Distributed Annually. In fulfillment of their respective planning duties, the County, Cities, and School Board agree to coordinate and base their plans upon consistent projections of the amount, type, and distribution of population growth and student enrollment. The County and Cities will provide the School Board with a listing of their potentially useful surplus properties by August 15.At this time, a potentially useful property is a minimum of 10 acresfor Elementary Schools, 20 acres for Middle Schools, and 40 acres for High Schools. The standards for potentially useful properties may be changed by the School Board at any time and the COC will be notified. The County and Cities shall provide updated fiveyear population projections from the Local Government Comprehensive Plans or other Local Government adopted documents and development data by October 15 as required by Section9.1 of this Agreement and the School Board will supply the annually updatedFinancially Feasible Planby December 31stas described in Section 9.2of this Agreement. 3.2Student Projections. The School Board shall use student population projections based on information produced by demographicdata, where available, as modified by theSchool Board based on development data and agreement with the Cities and the County. SECTION 4.COORDINATING AND SHARING OF INFORMATION st 4.1Five YearDistrictFacilities Work Program. By September 1of each year, the School Board shall submit to the County, each City and the Capital Outlay Committee (COC) the Five YearDistrictFacilities Work Program prior to adoption by the Board.The School Board will make available the preliminary Five YearDistrict Facilities Work Program if available. (a)The plan will be consistent with the requirements of Section 1013.35, F.S., and include projected student populations based on Florida Department of Education (FDOE) Capital Outlay Full-Time Equivalent (COFTE) projections data, , an inventory of existing school facilities, projections of facility space needs, information on relocatables, general locations of new schools for the 5, 10, 20-year time periods, optionsto reduce the need for additional permanent student stations, and general locations of potential school closuresif available. (b)The Cities and County shall review the plan and provide written comments to the School Board prior to September 15th. (c)If the local government does not support the plan, the matter shall be resolved pursuant to Section 17 of this Agreement. Brevard County Interlocal Agreement For Public School Facility Planning and School Concurrency June 2014 Page 8 4.2Educational Plant Survey. Educational Plant Surveyupdatesare undertaken by the School Board at least every five years. Three months prior to preparation of the Educational Plant Survey update, the Capital Outlay Committeeestablished in subsection 2.2will assist the School Board in an advisory capacity in the preparation of the update. The Educational Plant Survey shall be consistent with the requirements of Section 1013.31, F.S., and include at least an inventory of existing educational facilities, recommendations for new and existing facilities, and the general location of each in coordination with the land use plan. Upon receipt ofthe Educational Plant Surveyupdate, the Capital Outlay Committeewill have fifteen (15) calendar days to evaluate and make recommendations regarding the location and need for new schools, significant renovation or expansion, and closures of educational facilities, and the consistency of such plans with the local government comprehensive plan and relevant issues listed in Sections 5.2, 5.3, 6.1, 7.4 and 8.1 of this Agreement. SECTION 5.SCHOOL SITE SELECTION, RENOVATIONS, AND SCHOOL CLOSURES 5.1New School Sites. When the need for a new school is identified in the Five Year District Facilities Work Programlocal governments within the subject area shall provide the School Board with a list of potentially useful (as defined inSection 3.1) surplus property for evaluation. The School Board will submit tomembers ofthe COC for reviewa list of potential sites under consideration in the area of need. The list of potential sites for new schools will be submitted to the local government with jurisdictionfor an assessment regarding consistency with the local government comprehensive plan. The coordination process shall be in accordance with Chapter 1013.33 F.S. as follows: (a) To improve coordination relative to potential educational facility sites, the School Board shall provide written notice to the local government that has regulatory authority over the use at least 90days prior to acquiring property, or 45 days prior to leasing property,that may be used for a new public educational facility. The local governments shall have 45 days after receiving the School Board’s written notice to providea determination if the lease or acquisition is consistent with zoning, land use categories and the policies of the Comprehensive Plan. The review period would allow for public comment from the people affected and local governments may put forward alternative sites which could save the School Board additional funding. (b) If the determination is affirmative, school construction may commence and further local government approvals are not required, except as provided in Section 5.2. (c)Failure of the local governing body to make a determination in writing within 90 days after a School Board's request for a determination of consistency shall be considered an approval of the School Board's application. Campus master plans and development agreements must comply with the provisions of Section 1013.30 F.S. (d)If a determination is made that a proposed school site is not consistent with the comprehensive plan, the local government shall identify whether it will support necessary amendments to the comprehensive plan required to make the school site consistent. Based on the information gathered during this review for new schools, the COC will make a recommendation to the Superintendent or designee if one or more sites havebeen identified, in the order of preference. (e) If the local government does not support the proposed School Board’s choice for a Brevard County Interlocal Agreement For Public School Facility Planning and School Concurrency June 2014 Page 9 school site, the matter shall be resolved pursuant to Section 17 of this Agreement. 5.2School Site Plan Review. Once a school site has been selected and site design has begun, the School Board shall provide the local government the opportunity to review and comment on the proposed site plan as early in the design phase of the new public educational facilities as feasible. A local governing body may not deny the site applicant based on adequacy of the site plan as it relates solely to the needs of the school. If the site is consistent with the comprehensive plan's land use policies and categories in which public schools are identified as allowable uses, the local government may not deny the application but it may impose reasonable development standards and conditions in accordance with s.1013.51(1) and consider the site plan and its adequacy as it relates to environmental concerns, health, safety and welfare, and effects on adjacent property. Standards and conditions may not be imposed which conflict with those established in Chapter 1013 F.S. or the Florida Building Code, unless mutually agreed to as a part of this Agreement. 5.3Major Renovations and Closures .When the need for a major renovation that changes the primary use of a facility, includingstadiums, resultingin a greater than 10 percent increase or requires anexpansion of the existing sitethe COC will review decrease in permanentcapacity,or the proposed change to determine the impact the renovation will have on the adopted level of service for schools and provide a recommendation to the school board regarding the proposed change.The SchoolBoard shall provide the local government having jurisdiction the opportunity to review and comment on a proposed major renovation atleast 60 days prior to School Board approval of any school status change andas early in the design phaseas feasible. Termsas described in Section5.2(a) of this Agreementshall apply to the review by the local government. When the need for potential closures of existing schools is identified in the Five YearDistrict Facilities Work Program, orby the School Board subsequent to the annual approval of the Five YearDistrict Facilities Work Program, the School Board will convene a meeting of the COC for the purpose of reviewing potential school closuresa minimum of30 days prior to the meeting at which anAction Item to consider school closures is heard by the School Board.Such closure analysis shall bebased on objective criteria adopted by the School Board. Based on information gathered during the review, the COC will submit consensus recommendations to the Superintendent or designeea minimum of 10days prior to the meeting at which the Action Item is heard by the School Board. Arepresentative of the COC shall have the opportunity to presentthe recommendations at the meeting at which the Action Item is heard by the School Board. SECTION 6.SUPPORTING INFRASTRUCTURE 6.1Joint Consideration of On-Site and Off-Site Improvements. In conjunction with the land use consistency determination described in subsection 5.1 of this Agreement, the School Board and affected local government will jointly determine the need for and timing of on-site and off-site improvements necessary to support each new school or the proposed major renovation of an existing school. The School Board and the affected local government will enter into a written agreement identifying the timing, location, and the party or parties responsible for financing constructing, operating and maintaining the required improvements. Brevard County Interlocal Agreement For Public School Facility Planning and School Concurrency June 2014 Page 10 SECTION 7.LOCAL PLANNING AGENCIES (LPA), COMPREHENSIVE PLAN AMENDMENTS, REZONINGS, AND DEVELOPMENT APPROVALS 7.1Appointed LPA Members. The County and Cities will include a nonvoting representative appointed by the School Board on the local planning agencies, or equivalent agencies, to attend those meetings at which the agendas consider comprehensive plan amendments and rezonings that would, if approved, increase residential density on the property that is the subject of the application. The Cities and County may at their discretion grant voting status to the appointed School Board member. 7.2County and City Development Applications Shared with the School Board. The County and the Cities shall give the School Board Superintendent notification of land use applications and development proposals pending before them that may affect student enrollment, enrollment projections, or school facilities in accordance with Section 13 of this Agreement. Such notice will be provided in a timely manner prior to development order or development permit approval. This notice requirement applies to amendments to the comprehensive plan future land use map, rezonings, developments of regional impact, and/or major residential or mixed-use development projects. 7.3Criteria for Evaluating Residential Development Applications . In addition to the regulatory review process for school concurrency described in Section 13 of this Agreement, reviewing and approving Comprehensive Plan amendments, rezonings, for residential development proposals, the County and Cities will also consider the following issues, as applicable: (a)The consideration of School Board comments on residential development proposals; (b)The provision of school sites and facilities within neighborhoods; (c)The compatibility of land uses adjacent to existing schools and reserved school sites; (d)The co-location of parks, recreation and neighborhood facilities with school sites; (e)The linkage of schools, parks, libraries and other public facilities with bikeways, trails, and sidewalks for safe access; (f)The existing traffic circulation pattern serving schools and their surrounding neighborhood; (g)The provision of off-site signalization, signage, access improvements, and sidewalks to serve schools; (h)The location / inclusion of school bus stops and turnarounds, and (i)The impact of development proposalson the public school facilities capital plan. 7.4Formulating City and County Plans and Programs . In formulating community development plans and programs, the County and Cities will consider the following issues: (a)Scheduling of capital improvements that are coordinated with and meet the capital Brevard County Interlocal Agreement For Public School Facility Planning and School Concurrency June 2014 Page 11 needs identified in the School Board’s Five–Year DistrictFacilities Work Program; (b)Providing incentives to the private sector to identify and implement creative solutions to developing adequate school facilities in residential developments; (c)Targeting community development improvements in older and distressed neighborhoods near schools; and (d)Working to address and resolve multi-jurisdictional public school issues. SECTION8.CO-LOCATION AND SHARED USE 8.1Co-location and Shared Use. The co-location and shared use of facilities are important to both the School Board and local governments. The School Board will look for opportunities to co-locate and share use of educationalfacilities and publicfacilities when preparing the Five YearDistrict Facilities Work Program. Likewise, co-location and shared use opportunities will be considered by the local governments when preparing the annual update to the comprehensive plan'sschedule of capital improvements and when planning and designing new, or renovating existing, community facilities. Opportunities for co-location and shared use with public schools will be considered for the following: (a)Libraries; (b)Parks and recreation facilities; (c)Community centers; (d)Auditoriums; (e)Learning centers; (f)Museums; (g)Performing arts centers, and (h)Stadiums. In addition to the above, co-location and shared use of school and governmental facilities for health care and social services will be considered. 8.2 Mutual Use Agreement. For each instance of co-location and shared use, the School Board and local government shall enter into a separate agreement which addressesliability, operating and maintenance costs, scheduling of use, and facility supervision or any other issues that may arise from co-location and shared use. SECTION 9.SPECIFIC RESPONSIBILITIES OF THE PARTIES 9.1Specific Responsibilities of the County and Cities. The County and Cities shall undertake the following activities: Brevard County Interlocal Agreement For Public School Facility Planning and School Concurrency June 2014 Page 12 (a)Maintain theschool concurrency provisions in their Land Development Regulations (LDR) consistent with the requirementsof this Agreement. (b)Withhold the approval of any Preliminary Development Request, or functional equivalent for new residential units notexempted under Section 13.1(d)of this Agreement, until the School Board has issued a CDLverifying that FISH Capacityis currently available to accommodatea residential project. (c)Withhold the approval of any FinalDevelopment Request, or functional equivalent for new residential units not exempted under Section 13.1(d) of this Agreement, until the School Board has issued aSCADL verifying that FISH Capacityis available and has been reserved to accommodatea residential project. (d)Share information with the School Board regarding population projections, projections of development and redevelopmentfor the next 10 years,infrastructure required to support public school facilities, and amendments to the Comprehensive Planconsistent with the th requirementsof this Agreement by October 15of each year. (e)Maintain data for approved new residential development. The data shall be provided to th the School Boardannually by October 15,for the prior fiscal year (October 1 to September 30).and include at a minimum, the following: 1.Development name and location 2.Total number of dwelling units by unit type (single-family, multi-family, etc.)and any planned phasing information. 3.Impact fee calculation, from the jurisdiction collecting the fees. 4.Total number of dwelling units with certificates of occupancy (CO) by developmentor by remaining vacant lots per development. 5.A list of all Preliminary and Final Development Requests determined to be exempt based on de minimis impact. 6.A list of all expired projectsand completed projects. 7.A list of any changes to the Comprehensive Plan in the Public School Facilities Element (if applicable), Intergovernmental CoordinationElement, Capital Improvements Element, or any other element related to Public Schools. (f)Transmit School Facility Planning and Concurrency Applicationsto the School Boardto undertake the School Impact Analysis(SIA)for all residential Preliminary andFinal Development Requestsunless exempt under Section 13.1 (d) of this Agreement. 9.2Specific Responsibilities of the School Board. By entering into this Agreement, the School Board agrees to undertake the following activities: (a)Annually prepare and update a Five YearDistrictFacilities Work Program and a Financially Feasible Plan containing adequate FISH Capacityeach year to meet the Brevard County Interlocal Agreement For Public School Facility Planning and School Concurrency June 2014 Page 13 projected COFTE in the Five YearDistrictFacilities Work Program and the projected students, including the local governmentdevelopment projections, in the Financially Feasible Planso that no schools exceed the adopted Level-of-Service.The School Board shall transmit to the County, the Cities and the COC copies of the proposed st Financially Feasible Plan by December 31 of each year. (b)Institute program and/or school attendance boundary adjustments as necessary,based uponadopted School Board Policy,to maximize the utilization ofFISH Capacityin order toensure that all schools of each type (elementary, middle, junior/senior high, and high) in each Concurrency Service Area and each individual school operate at or below the adopted Level-of-Service, consistent with the requirements of this Agreement. (c)Construct the FISH Capacityenhancing projects necessary to maintain the adopted Level-of-Service specified in this Agreement. (d)Consider utilizing charter schools built in conformance with School Boardstandards to expand the FISH Capacityof the public school system and mitigate the educational impact created by the development of new residential dwelling units. (e)Provide the County and Cities with the required data and analysis updated annually to support the comprehensive plan elements and any amendments relating to school concurrency. (f)Adopt a ten-and twenty-year work program consistent with the requirements of this Agreement. (g)Review and undertake School Impact Analysis for proposed new residential developments for compliance with concurrency standards,consistent with the requirements of this Agreement. (h)Review proportionate share mitigation options for new residential development consistent with the requirements of this Agreement. (i)Prepare annual reports on enrollment and FISH Capacity, consistent withthe requirements of this Agreement.Provide annual concurrency report with a list of developments and the number of units. (j)Provide necessary staff and material support for meetingsof the COC as required by this Agreement. (k)Provide information to the County and Cities regarding enrollmentprojections, school siting, andinfrastructure necessary to support public school facilities consistent with the requirements of this Agreement. (l)Provide notice to local governments and convene a meeting of the COC whenever the School board intends to deviate from the Five YearDistrictFacilities Work Program. Brevard County Interlocal Agreement For Public School Facility Planning and School Concurrency June 2014 Page 14 SECTION 10.SCHOOL BOARD’S 5 YEAR DISTRICT FACILITIES WORK PROGRAM 10.1School Board’s Five YearDistrict Facilities Work Program. In preparation of the Five–Year District Facilities Work Program and each annual update,the School Board shall undertake the following: (a)Update and adopt the Five–Year District Facilities Work Program for public schools in th Brevard County on or before September 30of each year,adding a new financially feasible fifth year that will achieve and maintain the Adopted LOS for the fiveyear period. (b)Specify all new construction, remodeling or renovation projects which will add permanent capacity or modernize existing facilities. (c)Identify any potential school closures (d)Prepare the Five–Year District Facilities Work Program and each annual update to provide a program of school construction for a five (5) year period. (e)Include school construction projects which, when completed, will add sufficient FISH Capacityto achieve and maintain the adopted LOS standard for all schools based on the projected enrollment; provide for required modernizations; and satisfy the School Board’s constitutional obligation to provide a uniform system of free public schools on a county-wide basis. (f)Include a description of each school project, a listing of funds to be spent in each fiscal year for the planning, preparation, land acquisition, and actual construction and renovation of each school project which adds FISH Capacityor modernizes existing facilities; the amount of FISH Capacityadded, if any; and a generalized location map for proposed schools included in the Five YearDistrict Facilities Work Program. (g)Maximize utilization of existing schools so that proposed projects add the necessary FISH Capacityto maintain the adopted Level of Service standard. (h)The Five YearDistrict Facilities Program and each annual update shall identify the projected enrollment, FISH Capacityand utilization percentage of all schools. 10.2Long Range Educational Facilities Plan. As part of the adopted Five YearDistrict Facilities Work Program, the School Board shall annually adopt a tentative ten-year and a twenty-year work plan based upon revenue projections, COFTE projections and facility needs for the ten-year and twenty-year periods. It is recognized that the projections in the ten-and twenty-year time frames are tentative and should be used only for general planning purposes. 10.3Transmittal. The School Board shall transmit to the County, the Citiesand the COC copies of the proposed Five YearDistrict Facilities Work Program, which includes the Long- Range Educational Facilities Plan, for review and commentper Section 4.1 of this Agreement. 10.4Adoption. Unless the adoption is delayed by mediation or a lawful challenge, the School Board shall adopt the Five YearDistrictFacilities Work Program no later than thst September 30, and it shall become effective no later than October 1of each year. Brevard County Interlocal Agreement For Public School Facility Planning and School Concurrency June 2014 Page 15 10.5Amendments to the Five YearDistrict Facilities Work Program. The School Board shall not amend the Five YearDistrictFacilities Work Program so as to modify, delay or delete any project in the first three (3) years of the Program unless the School Board provides written confirmation to the COC that: (a)The modification, delay or deletion of a project is required in order to meet the School Board’s constitutional obligation to provide a county-wide uniform system of free public schools or other legal obligations imposed by state or federal law; or (b)The modification, delay or deletion of a project is occasionedby unanticipated change in funding, COFTE projections or growth patterns or is required in order to provide needed FISH Capacityin a location that has a current greater need than the originally planned location and does not cause the adopted LOS to be exceeded in the Concurrency Service Area from which the originally planned project is modified, delayed or deleted; or (c)The project schedule or scope has been modified to address local government concerns, and the modification does not cause the adopted LOS standardto be exceeded in the Concurrency Service Area from which the originally planned project is modified, delayed or deleted;and (d)The COC, as the required oversight committee for school concurrency as detailed in Section 14 of this Agreement, has had the opportunity to review the proposed amendment and has submitted its recommendation to the Superintendent or designee. (e)The School Board may amend at any timethe Five YearDistrict Facilities Work Program to add necessary FISH Capacityprojects to satisfy the provisions of this Agreement. For additions to the Five YearDistrictFacilities Work Program, the School Board must demonstrate its ability to maintain the financial feasibility of the Program. SECTION 11.COMPREHENSIVE PLAN ELEMENTS 11.1Required Comprehensive Plan Amendments . The County and the Cities agree to adopt and maintain those requirements found in Community Planning Act “ Chapter 2011-139, Laws of Florida”, until and unless the laws are changed and thisAgreement issubsequently amended.Said principles, standards, and guidelines, including AdoptedLevel of Service requirements stated in Chapter 2011-139 must be found in a Public School Facilities Element or in the Intergovernmental Coordination Element of the ComprehensivePlansadopted by the County and Cities. 11.2Capital Improvements Element. The County and Cities shall amend the Capital Improvements Element of their Comprehensive Plan to include the School Board’s Five Year District Facilities Work Programwhich shall be adopted and updated consistent with the School Board’s adoption and Section 163.3177 (3), F.S. 11.3Intergovernmental Coordination Element (ICE) .Related to school concurrency purposes, the process for the development, adoption, and amendment of the Intergovernmental Coordination Element, shall be that process set forth below and pursuant to Section 163.3184, F.S. Brevard County Interlocal Agreement For Public School Facility Planning and School Concurrency June 2014 Page 16 (a)In the event that it becomes necessary to amend the ICE, the local government wishing to initiate an amendment shall request review through the COC prior to transmitting the amendment to the State of Floridaland planning agencypursuant to Section 163.3184, F.S. The COC shall be responsible for distributing the amendment to all Parties to this Agreement for review and comment. 1.To achieve required consistency, all local governments shall adopt the amendment in accordance with the statutory procedures for amending comprehensive plans. 2.If any local government objects to the amendment and the dispute cannot be resolved between or among the Parties, the dispute shall be resolved in accordance with the provisions set forth in this Agreement. In such a case, the Parties agree not to adopt the amendment until the dispute has been resolved. SECTION 12.SCHOOL CONCURRENCY PROGRAM 12.1Commencement of School Concurrency. The School Concurrency Program described in this Agreement shall be implemented no later than the effective date of this Interlocal Agreement 12.2Concurrency Service Area (CSA) Boundaries. The Parties hereby agree that School Concurrency shall be measured and applied using a geographic area known as a Concurrency Service Area (CSA) which shall coincide with the school attendance boundaries, as adopted by the School Board. The mapping of the CSAs(school attendance boundaries)shall be included in thedata and analysis support as required in 163.3180(1)(b) and is optional if placedin the ComprehensivePlan. (a)The County and Cities shall adopt by reference the standards for modification of the Concurrency Service Area boundary maps as defined here into the Comprehensive Plan. 1.The School Boardand local governments shall apply school concurrency on a less than district-wide basis, using the school attendance boundaries, in which the school is located,as the CSA. Use of this method will create a separate concurrency service area for each elementary, middle, highandany combination school. Each school attendance zone will become its own CSA. 2.Charter schools and Schools of Choicewill not have their own CSA. Charter and Schools of Choiceare open to all students residing within the district; and students are generally accepted through application approval. These special public schools vary in size, and may target a specific type of student and can limit the age groups or grade levels. (b)As future school boundary changes are required for schoolsprogrammed in the Five YearDistrictFacilities Work Program, the CSAs (school attendance boundaries) shall be modified to the greatest extent possible to provide maximum utilization.The School Boardwill perform as lead agency for coordination and review of proposed changes to the CSAs(school attendance boundaries). Brevard County Interlocal Agreement For Public School Facility Planning and School Concurrency June 2014 Page 17 (c)The Parties shall observe the following processforthe timingof the review formodifying CSAs(school attendance boundaries). 1.Objective criteria shall be adopted by the School Board to implement school attendance boundary, and subsequently CSA boundary, changes. When the need for potential attendance boundary changes is identified in the Five Year District Facilities Work Program, or by the School Board subsequent to the annualapproval of the Five Year District Facilities Work Program, the School Board will convene a meeting of the COC for the purpose of reviewing potential attendance boundary changes a minimum of 30 days prior to the meeting at which an Action Item to considerattendance boundary changes is heard by the School Board. 2.The COC shall review the proposed boundary changes.Based on information gathered during the review, the COC will submit consensus recommendations to the Superintendent or designee a minimum of 10days prior to the meeting at which the Action Item is heard by the School Board. A representative of the COC shall have the opportunity to present the recommendations at the meeting at which the Action Item is heard by the School Board. 3.The change to aCSAboundary shall become effective upon final adoption of the new school boundaries by the School Board. (d)The Parties hereby agree that the “Spot Zoned” geographic areas of a school attendance boundary do not constitute additional adjacencies. 12.3Level of Service (LOS). To ensure the FISH Capacityof schools is sufficient to support projected student growth, the County, Cities and School Board shall adopt a LOS for allschools of the same type. The Parties hereby agree that the desired LOS standard shall be 100% of the FISHCapacityfor each elementary, middle,and high school, and any combination school. 12.4School Concurrency Regulations. Each Local Government that is party to this Agreement shall adopt school concurrency provisions into its LandDevelopment Regulations (LDR) consistent with the requirements of this Agreement. (a)The County and the Cities shall amend their LDRs to adopt school concurrency provisions for the undertaking by the School Boardof a School Impact Analysis for Preliminary and Final Development Requests. 1.In the event that any participating City does not adopt LDRs, that government shall be deemed to have “opted in” to the County regulations and agrees to be bound by the terms and provisions therein until it adopts its own ordinance. 2.At any time, any Local Government may opt out of the County’s implementing ordinance through implementing its own ordinanceconsistentwith this Agreement. Brevard County Interlocal Agreement For Public School Facility Planning and School Concurrency June 2014 Page 18 SECTION 13.UNIFORM SCHOOL CONCURRENCY PROCESS 13.1General Provisions. The County, the Cities and the School Board shall ensure that the Adopted Level of Service Standard established for each school type is maintained. (a)NoPreliminary Development Requestfor new residential development may be approved by the County or Citiesgoverning body and/orLocal Planning Agency, unless the residential development is exempt from these requirements as provided in Section 13.1 (d) of this Agreement, or until a School Impact Analysis(SIA)has been undertaken resulting in aCapacity Determination Letterissued by the School Board to the local government indicating that adequate school facilities exist. (b)No Final Development Requestfor new residential development may be approved by the County or Cities governing body and/or Local Planning Agency unless the residential development is exempt from these requirements as provided in Section 13.1 (d) of this Agreement, or until a School Impact Analysis(SIA)has been undertaken resulting in a School Capacity Availability Determination Letter (SCADL) issued by the School Board to the local government indicating that adequate school facilities have been reserved to accommodate the impacts of the development. (c)Alocal government may conditionthe approval of the residential development to ensure that the necessary FISH Capacityis in placeto meet the adopted LOSat the time of residential impacts, in order to validate or render effective the approval. This shall not limit the authority of a local government to deny a development permit or its functional equivalent, pursuant to its home rule regulatory powers. (d)The following residential uses shall be considered exempt from the requirements of school concurrency: 1.All single family lots of record at the time the School Concurrency implementing ordinance becameeffective. 2.Any new residential development that has an unexpiredpreliminary plat or site plan approval or the functional equivalent for a site specific development order prior to the commencement date of the School Concurrency Program. 3.Any amendment to any previously approved residential development, which does not increase the number of dwelling units or change the type of dwelling units (single-family to multi-family, etc.). 4.Any age restricted community with no permanent residents under the age of eighteen (18). Exemption of an age restricted community will be subject to a restrictive covenant limiting the age of permanent residents to 18 years and older. 5.The replacement of an existing residential dwelling unit, including those partially or entirely damaged, destroyed or demolished, with a new unit of the same type and use provided that the existing unit has been occupied at some time during the fiveyear period immediately preceding the construction of the new unit. Brevard County Interlocal Agreement For Public School Facility Planning and School Concurrency June 2014 Page 19 6.De minimisImpact for School Capacity Determination (non-binding): a.Small Scale Comprehensive Plan Amendment requests which will not increase the maximum allowable residential units by 50 units or more. b.Preliminary Development Requests (not including Large Scale Comprehensive Plan Amendments) which will not increase the maximum allowable residential units by 50 units or more. 7.De minimisImpact for Concurrency Determination (binding) –Any residential development request, which based on the Student Generation Rate (SGM) established in this Agreement will not exceed one (1) studentfor anytype of school. (e)Upon request by a developer submitting a Preliminary Development Requestor Final Development Request with a residential component, the local government may contact the School Board for a determination as to whether or not the request is exempt fromthe requirements of school concurrency. 13.2School Concurrency Application Review (a)Any developer submitting a Preliminary Development Request with a residential component that is not exempt under Section 13.1(d) of this Agreement is subject to school concurrency and must prepare and submit to the local government aSchool Facility Planning and Concurrency Application to have a School Impact Analysis (SIA) undertaken by the School Board. The application shalldesignate thatthe developer requeststo have a School Capacity Determination (non-binding)undertaken by the School Board. (b)Any developer submitting a Final Development Requestwith a residential component that is not exempt under Section 13.1(d) of this Agreement is subject to school concurrency and must prepare and submit to the local government a School Facility Planning and Concurrency Application to have a School Impact Analysis (SIA) undertaken by the School Board.The application shalldesignate that the developer requeststo havea Concurrency Determination (binding) undertaken by the School Board. (c)Any developer that is submitting a Preliminary Development Request simultaneously with a Final Development Request witha residential component that is not exempt under Section 13.1(d) of this Agreement is subject to school concurrency and must prepare and submit to the local government a School Facility Planning and Concurrency Application to have a School Impact Analysis (SIA) undertaken by the School Board. In this case the application shalldesignate that the developer requests to have a Concurrency Determination (binding) undertaken by the School Board. (d)The School Facility Planning and ConcurrencyApplication must indicate the location of the development, number of dwelling units and unit types (single-family, multi-family, or manufactured housing), a phasing schedule (if applicable), and age restrictions for occupancy (if any). The local government shall initiate the review by determining that the application is sufficient for processing. Upon determination of application sufficiency, the local government shall transmit the applicationto the School Boardrepresentative for review. The process is as follows: Brevard County Interlocal Agreement For Public School Facility Planning and School Concurrency June 2014 Page 20 1.APreliminary Development Requestmay be exempt from a School Impact Analysis under Section 13.1(d) of this AgreementAFinalDevelopment Request may be exempt from a School Impact Analysis under Section 13.1(d) of this Agreement. 2.ASchool Facility Planning and ConcurrencyApplication forresidential development issubmitted to the local government initiating a sufficiency review. Once deemed sufficient, the local government transmits the School Facility Planning and ConcurrencyApplication to the School Board to undertake a School Impact Analysis.The School Board may charge the applicant a non-refundable application fee payable to the School Board to meet the cost of review. 3.The School Board representative shall undertake the School Impact Analysisfor a residential development which has been submitted and deemed sufficient for processing by the applicable local government. The application will be processed based upon whether the application is fora School Capacity Determination (non- binding) or a Concurrency Determination (binding). 4.The School Board representative shall undertake the School Impact Analysis in the order in which it is received and verify whether sufficientFISH Capacityfor each type of school is availableor not available in the proposed development’s CSA. a. To determine a proposed development’s projected students, the proposed development’s projected number and type of residential units shall be converted into projected students for theschool of each type within the specific CSA using the Student Generation Multiplier(SGM), as established by the method describedin Appendix “A.”The School Board will review the established SGM at least every fiveyears and willamend that multiplier to reflect the current district wide student generation rates. b. New FISH Capacitywithin a CSA which is in place or under actual construction in the first three years of the Five YearDistrictFacilities Work Program will be addedto the FISH Capacityshown in the CSA, and is counted as available FISH Capacityfor the residential development under review. (e)If the projected student growth from a residential development causes the adopted LOS to be exceeded in the CSA, adjacent CSAswill be reviewed for available FISH Capacity. 1.In conducting the adjacency review, the School Board shall first use the adjacent CSA with the most available FISH Capacityto evaluate projected enrollment and, if necessary, shall continue to the CSA with the next most available FISH Capacityuntil all adjacent CSAs have been evaluated or the available FISH Capacityhas been identified to allow a SCADL approving school concurrency to be issued. 2.If a proposed new development causes the LOS in the CSA in which it is located to exceed the adopted LOS standard and there is available FISH Capacityin an adjacent CSA, actual development impacts shall be shifted to the contiguous CSA(s)having available FISH Capacity. This shift shall be accomplished Brevard County Interlocal Agreement For Public School Facility Planning and School Concurrency June 2014 Page 21 through boundary changes or by assigning future students from the development to an adjacent CSA. Section 12.2(d) of this Agreement shall be observed when considering adjacent FISH Capacity. (f)In the event that there is not adequate FISH Capacityavailable in the CSA in which the proposed development is located or in the adjacent CSAsto support the development, the School Board representative will issue either a CDL (non-binding) or a SCADL (binding) within ten(10)working days detailing why thedevelopment is not in compliance. If the developer has submitted for a Concurrency Determination (binding) the applicant will be offeredthe opportunity to enter into a negotiation period to allow time for the mitigation process described below in Section 13.5 of this Agreement. If the proposed mitigation is accepted, the School Board shall enter into an enforceable and binding agreement with the affected local government and the developer pursuant to Section 13.5 of this Agreement. (g)When FISH Capacityhas been determined to be available, the School Board representative shall issue a CDL(non-binding) or a SCADL (binding) verifying available FISH Capacityto the applicant and the affected local government within ten(10) working days of receipt of the application. (h)The local government shall be responsible for notifying the School Board representative when a residential development which was submitted as a binding Concurrency Determination has received a Concurrency Evaluation Finding of Nondeficiency,or functional equivalent,by the local government andwhen the development order for the residential development expires or is revoked... 13.3School Concurrency Approval. Issuance of a SCADL by the School Board identifying that adequate FISH Capacityexists indicates only that school facilities are currently available. FISH Capacitywill not be reserved until the local government issues a Concurrency Evaluation Finding of Nondeficiency, or the functional equivalent. (a)A local government shall not issue a Concurrency Evaluation Finding of Nondeficiency or functional equivalentfor a residential development until receiving confirmation of available FISH Capacityin the form of a SCADL from the School Board. Once the local government has issued a Concurrency Evaluation Finding of Nondeficiencyor functional equivalentschool concurrency for the residential development shall be valid for the life of the Concurrency Evaluation Finding of Nondeficiencyor functional equivalent. Expiration, extension or modification of a Concurrency Evaluation Finding of Nondeficiencyor functional equivalentfor a residential development shall require a new review for adequate FISH Capacityto be performed by the School Board. (b)Local governments shall notify the School Board within ten (10) working days of any official change in the validity (status) of a Concurrency Evaluation Finding of Nondeficiency or functional equivalent for a residential development. (c)The Local Government shall not issuea building permit or its functional equivalent for a non-exempt residential development until receiving confirmation of available FISH Capacityfrom the School Board in the form of a SCADL. Once the local government has issued a Concurrency Evaluation Finding of Nondeficiencyor functional equivalent, school concurrency for the residential development shall be valid for the life of the Concurrency Evaluation Finding of Nondeficiencyor functional equivalent. Brevard County Interlocal Agreement For Public School Facility Planning and School Concurrency June 2014 Page 22 13.4Development Review Table. The School Board shall create and maintain a Development Review Table (DRT) for each CSA, and will use the DRT to compare the projected students from proposed residential developments to the CSAs available FISH Capacityprogrammed within the first three years of the current fiveyear district planning period. (a)Student enrollment projections shall be based on the most recently adopted Five Year DistrictFacilities Work Program, and the DRT shall be updated to reflect these projections. Available FISH Capacityshall be derived using the following formula: Available FISH Capacity=FISH Capacity¹–(Enrollment² + Vested³) Where ¹FISH Capacity=FactoredCapacity (As programmed in the first three (3) years of the Five YearDistrict Facilities Work Program ² Enrollment = Student enrollment as counted at the Fall FTE. ³ Vested = Students generated from residential developments approvedand receiving a SCADLafter the implementation of school concurrency (b)Using the Fall FTE, the vested number of students on the DRT will be reduced by the number of students represented by the residential units that received certificates of occupancy from the vested development within the previous twelve (12) month period. 13.5Proportionate Share Mitigation. In the event there is not sufficient FISH Capacity available to support the students generated from theproposed residential developmentunder review,based on the student generation multiplier(SGM)calculation of students as described in Section 13.2(d)4.a, the School Boardshall entertain proportionate share mitigation options and, if accepted, shall enter into an enforceable and binding agreement with the local government anddeveloper to mitigate the impact from the development through the creation of additional FISH Capacity. (a)When the student impacts from a proposed development cause the adopted LOS to fail, the developer’s proportionate share will be based on the number ofadditional student stations necessary to meet the established LOS. The amount to be paid will be calculated by the cost per student station for elementary, middle,and high school as determined and published by the State of Florida, plus a share of the land acquisition and infrastructure expenditures for school sites as determined and published annually in the Five YearDistrictFacilities Work Program. (b)The methodology used to calculate a developer’s proportionate share mitigation shall be as follows: Proportionate Share = (¹Development students -Available FISH Capacity) x Total Costª per student station Where ¹Development students = Students generated by residential development that are assigned to that school ªTotal Cost = the cost per student station as determined and published by the State of Florida, plus a share of the land acquisition and infrastructure expenditures for school sites as determined and published annually in the Five YearDistrictFacilities Work Program. Brevard County Interlocal Agreement For Public School Facility Planning and School Concurrency June 2014 Page 23 (c)The applicant shall be allowed to enter a negotiation period with the School Board in an effort to mitigate the impact from the development through the creation of additional FISH Capacity. Upon identification and acceptance of a mitigation option deemed financially feasible by the School Board, the developer shall enter into a binding and enforceable agreement with the School Board and the local government with jurisdiction over the approval of the development order. 1.A mitigation contribution provided bya developer to offset the impact of a residential development must be directed by the School Board toward a FISH Capacityproject identified in the Five YearDistrictFacilities Work Program. FISH Capacityprojects identified within the first three (3) years of the Five Year DistrictFacilities Work Programshall be considered as committed in accordance with Section 10.5 of this Agreement. 2.If FISH Capacityprojects are planned in years four (4) or five (5)of the Five Year DistrictFacilities Work Program within the same CSA as the proposed residential development, the developer may pay his proportionate share to mitigate the proposed development in accordance with the formula provided in Section 13.5 (b) of this Agreement.This may not change the timing of the Five YearDistrict Facilities Work Program. 3.If a FISH Capacityproject does not exist in the Five YearDistrictFacilities Work Program, the School Board may add a FISH Capacityproject to satisfy the impacts from a proposed residential development, if it is funded through the developer’s proportionate share mitigation contributionsin the next update of the Program. Mitigation options may include, but are not limited to: a.Contribution of land or payment for land acquisition in conjunction with the provision of additional FISH Capacity; or b.Mitigation banking based on the construction of a public school facility in exchange for the right to sell FISH Capacitycredits; or c.Provision of additional student stations through the donation of buildings for use as a primary or alternative learning facility; or d.Provision of additional student stations through the renovation of existing buildings for use as learning facilities; or e.Construction or expansion of permanent student stations; or f.Construction of a public school facility in advance of the time set forth in the Five YearDistrictFacilities Work Program. g.Construction of a charter school designed in accordance with School Board standards, providing sufficient permanent capacity to the District’s inventory of student stations. Use of a charter school for mitigation must include provisions for its continued existence, including but not limited to the transfer of ownership of the charter school property and/or operation of the school to the School Board. Brevard County Interlocal Agreement For Public School Facility Planning and School Concurrency June 2014 Page 24 (d)For mitigation measures (a) thru (g) above, the estimated cost to construct the mitigating permanent capacity will reflect the estimated future construction costs at the time of the anticipated construction. Improvements contributed by the developer shall receive Educational Facilities impact fee credit. (e)Developer shall receive an impact fee credit for that portion of the developer’s educational impact used to fund the improvements on which the proportionate share mitigation is calculated. (f)If the proportionate share mitigation required is greater than the impact fees generated by the development, the difference between the developer’s proportionate share and the impact fee credit shall be the responsibility of the developer. (g)Any proportionate share mitigation must directed by the School Board toward a FISH Capacityimprovement identified in the Five YearDistrictFacilities Work Program. (h)Upon conclusion of thenegotiation period, a second Determination Letter shall be issued. If mitigation is agreed to, the School Board shall issue a new Determination Letter approving the development subject to those mitigation measures agreed to by the local government, developer and the School Board. Prior to preliminary plat, site plan approval or the functional equivalent, the mitigation measures shall be memorialized in an enforceable and binding agreement with the local government, the School Board and the Developer that specifically details mitigation provisions to be paid for by the developer and the relevant terms and conditions. In accordance with 163.3180(6)(h) F.S., having executed a legallybinding commitment, school concurrency is satisfiedand the development may proceed. If mitigation is not agreed to, the Determination Letter shall detail why any mitigation proposals were rejected and why the development is not in compliance with school concurrency requirements. A School Capacity Determination Letter indicating either that adequate FISH Capacityis available, or that there is no available FISH Capacity following the ninety (90) day negotiation period as described in Section 13.5 of this Agreement, constitutes final agency action by the School Board for purposes of Chapter 120, F.S. 13.6Appeal Process. A person may appeal a determination made as a part of the School Concurrency Process. (a)A person substantially affected by a School Board’s adequate FISH Capacity determination made as a part of the School Concurrency Process may appeal such determination through the process provided in Chapter 120, F.S. (b)A person substantially affected by a local government decision made as a partof the School Concurrency Process may appeal such decision using the process identified in the local government’s regulations for appeal of development orders. This shall not apply to any decision subject to section (a) above. Brevard County Interlocal Agreement For Public School Facility Planning and School Concurrency June 2014 Page 25 SECTION 14.OVERSIGHT 14.1Oversight. The COC will serve as the required oversight committee for school concurrency to monitor and annuallyevaluate the school concurrency programrelative to the County and City adopted Comprehensive Plans. (a)The monitoring and evaluation of the school concurrency process is required pursuant to Section 163.3180(6)(i)4.c.,F.S., and Section 2 of this Agreement. The COC shall be responsible for preparing an annual assessment report on the effectiveness of the School Concurrency System. The report will be made available to the public and presented at the first semi-annual COC meeting. (b)The COC members shall be invited to attend all meetings referenced in Section 2 and shall receive copies of all reports and documents produced pursuant to this Agreement. The COC shall evaluate the effectiveness of the CSAs for measuring the LOS and consider making recommendations to amend the CSA Map. (c)By September 1st of each year, the COC shall receive the proposed Five YearDistrict Facilities Work Program. The COC will report to the School Board, the County, and the Cities on whether or not the proposed Five YearDistrictFacilities Work Program maintains the adopted Level of Service in each CSA by adding enough projects to increase the FISH Capacity. The COC will examine the need to eliminate any permanent student station shortfalls by including required modernization of existing facilities, and by providing permanent student stations for the projected growth in enrollment over each of the five (5) years covered by the program. SECTION 15.SPECIAL PROVISIONS 15.1School Board Requirements. The Parties acknowledge and agree that the School Board is or may be subject to the requirements of the Florida and United States Constitutions and other state or federal statutes regarding the operation of the public school system. Accordingly, the County, the Cities and the School Board agree that this Agreement is not intended, and will not be construed, to interfere with, hinder, or obstruct in any manner, the School Board’s constitutional and statutory obligation to provide a uniform system of free public schools on a Countywide basis or to require the School Board to confer with, or obtain the consent of, the County or the Cities, as to whether that obligation has been satisfied. Further, the County, the Cities and the School Board agree that this Agreement is not intended and will not be construed to impose any duty or obligation on the County or City for the School Board’s constitutional or statutory obligation. The County and the Cities also acknowledge that the School Board’s obligations under this Agreement may be superseded by state or federal court orders or other state or federal legal mandates. 15.2Land Use Authority. The Parties specifically acknowledge that each Local Government is responsible for approving or denying comprehensive planamendments and development orders within its own jurisdiction. Nothing herein represents or authorizes a transfer of this authority to any other party. Brevard County Interlocal Agreement For Public School Facility Planning and School Concurrency June 2014 Page 26 SECTION 16.AMENDMENT PROCESS, NOTICE, AND TERM OF AGREEMENT 16.1Amendment of the Agreement. This Agreement may be amended by written consent of all parties to this Agreementafter a COC review. The Agreement will remain in effect until amended in accordance with Florida Statutes. 16.2Notice Requirements. County, City or TownManager/Administrator,School Board Superintendent,or as designated by the individualjurisdiction. Notices to the COC shall be delivered to allCOCrepresentatives. 16.3Repealof the Agreement. If the Florida Statute as it pertains to school planning coordination and school concurrency is repealed, the Agreement is terminated. Parties desiring to continue the Agreement may do so by written consent. 16.4Terminationof the Agreement. No party to this Agreement may terminate its participation in the agreement except through the exemption process in which a municipality may not be required to participate in school concurrency when demonstrating that all the requirements are no longer having a significant impact on school attendance, per Section 163.31777(3), F.S., at the time of a local government Evaluation and Appraisal Report, by providing a sixty (60) day written notice to the other Parties to this Agreement. 16.5Withdrawal. Withdrawal from the Agreement by any party shall not alter the terms of the Agreement with respect to the remaining signatories. 16.6 Violations. No provisions of this Agreement shall be in violation of Florida Statutes. SECTION 17.RESOLUTION OF DISPUTES 17.1Dispute Resolution. If the parties to this Agreement are unable to resolve any issue in which they may be in disagreement covered in this Agreement, such dispute will be resolved in accordance with governmental conflict resolution procedures specified in Chapter 164, F.S. SECTION 18.EXECUTION IN COUNTERPARTS 18.1Agreement Execution. This Agreement may be executed in any number of counterparts, each of which so executed shall be deemed to be original, but all such counterparts shall, together, constitute but one in the same instrument. SECTION 19.SUPERSESSION OF PREVIOUS AGREEMENTS 19.1Supersession. This Agreement supersedesany and all previous Interlocal Agreements for Public School Facility Planning and/or School Concurrency between any of the Parties to this Agreement. Any such Agreements are hereby null and void. Brevard County Interlocal Agreement For Public School Facility Planning and School Concurrency June 2014 Page 27 APPENDIX “A” School District Student Generation Multiplier Determining the number of students generated from new residential development is necessary to identify the new development’s impact on public schools. In order to calculate the number of students associated with new residential development, a Student Generation Multiplier (SGM) is used. Because the number of students living in a housing unit varies depending on the type of residential housing, the SGM is calculated for four housing types. These housing types are: single family; multi-family; condominium/co-op; and mobile home. The SGM shown in Table 1 were calculated using the methodology described below. In accordance with this Agreement, the SGM shall be reviewed every 5 years and amended as necessary to reflect the student generation rates applicable at the time of the review. Table 1 : Brevard County School Concurrency Student Generation Multipliers (SGM) Single Condo/MobileMulti FamilyCo-OpHomeFamily Elementary 0.280.050.040.27 Middle 0.080.010.010.06 High 0.160.030.020.10 Total 0.520.100.070.43 Methodology Two datasets were used to calculate the student generation rates: the Geographic Information Systems (GIS) property parcel file from the Brevard County Property Appraiser’s office and the October 2013 public school student enrollment data from the Brevard School District. The student address data were geocoded to property parcel data and street centerline data to create a GIS point file with the spatial location of each student based on their address. 72,731 of the 72,775 student records (99.94%) were geocoded to an existing address file. A spatial join was applied to the parcel data and geocoded student data. A spatial join is a type of spatial analysis in which the attributes of features in two datasets are joined together based on the relative location of each feature. In this case, the spatial join linked the point location of each student to a specific property parcel. The result of this operation is one GIS file that contains student data as well as housing type and year built data from the Property Appraiser. This study looked at the entire public school population, including students attending charter schools. The total student population data was filtered to identify students living in housing units that were constructed in year 2000 or later. The multiplier analysis determined that there were 22,214 students living in 53,035 housing units constructed in Brevard County since 2000. Table 2 shows the number of students by housing type and school type in Brevard County as of October 18, 2013. Note that 698 students could not be assigned to a residential land use due to discrepancies in the parcel data. These students were proportionately distributed to the four housing types based on the housing type distribution for the total student population. Appendix “A” School District Student Generation Multiplier BrevardCounty Interlocal Agreement For Public School Facility Planning and School Concurrency June 2014 Page 44 Table 2 : Students by Residential Housing Type Built Since 2000 and School Type Single Condo/MobileMulti Totals FamilyCo-OpHomeFamily Elementary (PK-6) 10,3533561681,39612,273 Middle (7-8) 2,892100583323,382 High (9-12) 5,751224765086,559 All Students18,9966803022,23622,214 Table 3 details the 2014 housing type counts for Brevard County. These data were obtained from several sources. The condo/co-op numbers are from the May 2014 property parcel GIS data provided by the Brevard County Property Appraiser’s Office. The singlefamily, mobile home, and multi-family totals are the most recent data published by the Florida Housing Data Clearinghouse. The Florida Housing Data Clearinghouse reports condos as part of the multi- family figures, so the Brevard County Property Appraiser’s Office total number of condos was subtracted in order to calculate the total multi-family housing units. Table 3 : Dwelling Units Built Since 2000 by Type Single Condo/MobileMulti Total FamilyCo-OpHomeFamily Dwelling Units 36,6227,0134,2495,15153,035 Built Since 2000 Application of the SGM To determine the student impact of a proposed residential development for school concurrency purposes, a proposed development’s projected number and type(s) of unit(s) are converted into the number of projected students for each school type. As an example, based on the generation rates in Table 1, for every 100 single-family housing units constructed, Brevard County Public Schools must plan to accommodate 28 elementary school students. Appendix “A” School District Student Generation Multiplier BrevardCounty Interlocal Agreement For Public School Facility Planning and School Concurrency June 2014 Page 45