Loading...
HomeMy WebLinkAboutAgenda Report - January 20, 2010 J-03AGENDA ITEM -'�Tw 3 CITY OF LODI COUNCIL COMMUNICATION Im AGENDA TITLE: Discussion Regardingthe Timing of the Collection of Impact Fees MEETING DATE: January 20,2010 PREPARED BY: Community Development Director RECOMMENDED ACTION: Discussion regarding the timing of the Collection of Impact Fees. BACKGROUND INFORMATION: As the City Council is aware, the City charges impact fees on new development activities. This program has been in place since early 1992. The fees are charged to cover costs for municipal activities such as water, sewer, parks, and streets. The City collects these fees at the time of permit issuance. This has been the typical time for collection of these fees, as well as others, including building permit and outside agency fees. Recently, the City was approached by the Building Industry Association (BIA) with a request to defer the collection of these fees until the construction activity is complete and a Certificate of Occupancy is issued. While this presents some concern on the part of staff regarding the certainty of collection, we do feel the collection at this time is more appropriate given the fact that the impact on these various services does not occur until the structure is actually occupied. There are no change proposed for impact fee amounts. If the City Council desires changing the date of collection, staff will prepare the necessary amendments to the implementing ordinance and bring it back for action at a future meeting. For informational purposes, we are attaching the existing fee schedule, an example of a typical fee sheet for a recent single family dwelling and the information provided by Mr. Beckman of the BIA. FISCAL IMPACT: N/A Konradt Bartl m Community Development Director KB/kjc Attachments: Fee Schedule Typical Singlefamily Dwelling Fee sheet Summary of Fee information provided by the BIA APPROVED: Blair King,i Manager City of Lodi Public Works Department Fee and Service Charge Schedule RAE = Residential Acre Equivalent Land Use Category Total Fee Water Storm Drainage Streets Police Der Acre RAE Fee/Acre RAE Fee/Acre RAE Fee/Acre I RAE Low Density $82,094 1.00 Medium Density $121,675 1.96 High Density $209,364 3.49 Planned Low Density $82,094 1.00 Planned Med. Density $121,675 1.96 Planned High Density $209,364 3.49 Commercial 2.69 Office Retail $92,041 0.64 Office $120,691 0.64 Industrial 3.05 $46,284 Light $71,820 0.26 Heavy $65,852 0.26 See Notes 4, 5, 6 $5,334 Fire RAE Residential 1.00 Low Density 1.00 Medium Density 1.96 High Density 4.32 Planned Low Density 1.00 Planned Med. Density 1.96 Planned High Density 4.32 Commercial $19,508 Retail 2.69 Office 2.46 Industrial 1.96 Light 0.64 Heavy 0.61 See Notes 4, 5, 6 $5,334 1.00 $19,508 1.00 $15,175 $10,455 1.00 $19,508 1.96 $29,743 $18,616 1.00 $19,508 3.05 $46,284 $5,334 1.00 $19,508 1.00 $15,175 $10,455 1.00 $19,508 1.96 $29,743 $18,616 1.00 $19,508 3.05 $46,284 $3,414 1.33 $25,946 2.08 $31,564 $3,414 1.33 $25,946 3.27 $49,622 $1,387 1.33 $25,946 2.00 $30,350 $1,387 1.33 $25,946 1.27 $19,272 Parks & Recreation General City Fee/Acre RAE Fee/Acre RAE Fee/Acre $2,049 1.00 $29,461 1.00 $8,470 $4,016 1.43 $42,129 1.43 $12,112 $8,852 2.80 $82,491 2.80 $23,716 $2,049 1.00 $29,461 1.00 $8,470 $4,016 1.43 $42,129 1.43 $12,112 $8,852 2.80 $82,491 2.80 $23,716 $5,512 0.32 $9,428 0.89 $7,538 $5,041 0.54 $15,909 1.53 $12,959 $1,311 0.23 $6,776 0.64 $5,421 $1,250 0.33 $9,722 0.93 $7,877 1.00 $2,097 1.77 $3,712 4.72 $9,898 1.00 $2,097 1.77 $3,712 4.72 $9,898 4.12 $8,640 3.72 $7,801 0.30 $629 0.19 $398 Reference: LMC Chapter 15.64 & Resolution 2001-242 & 2004-23£ 1. This schedule is a summary only; refer to the reference cited for details of applicability and interpretations. 2. LMC = Lodi Municipal Code; PWD = Public Works Department 3. Fees must be paid or guaranteed before work is scheduled or applicable Map/Permit issued. 4. Special area assessments or charges required by reimbursement agreements are not included in this summary. 5. Impact fees shall be adjusted accordingly on projects for which the proposed land use does not match the land use definitions in LMC Chapter 15.64 or for "projects in progress" that have paid previous impact mitigation fees. 6. For mixed use projects, the appropriate land use category shall be used for the area of each use. For example, an office building or bank located in a shopping center will be charged Commercial -Office rates. 7. For Wastewater Capacity Impact Fee, refer to schedule on page 3 of 6. 8. Fees noted shall be adjusted annually based on the change in the 20 -City Construction Cost Index in the Engineering News Record for the prior calendar year. Said fee adjustments will be automatically effective January 1 of each year. PWDFEE 5 Page 5 of 6 Appr. Rev. January 2, 2009 Local Impact Fee Deferral/Reduction Matrix 9-3-09 Fee Reductions Fees Deferred or Reduced Date Deferral/ Reduction Ordinance Became Effective Date County of Fresno Deferral/Reductio Bonding or n Ordinance Letter of Expires Fee Payment Credit (if any) Deferred Until Requirements County of Fresno • Fire Facilities • Police Facilities • Parks Capital • Quimby Parkland • Traffic Signal • Major Street • Community Sanitation Total deferred - $11,856 2002 None Upon Certificate of NO Occupancy City of Fresno Parks and Fire fees extended to about a dozen July 30` Nearly unlimited developers (970 residential lots) extension Savings of about $3.4 million. City of Clovis • Fire Facilities 1998 None Upon close of NO • Police Facilities escrow • Parks Capital • Traffic Signal • Major Street • Community Sanitation • Underground Utilities Total deferred - $15,601 County of Imperial • General Government; SF $1,699, MF $977 April 1, 2008 12 months w/ At application for NO • Sheriff, SF $936, MF $727 possible 12 month Certificate of • Parks and Recreation; SF & MF $452 extension Occupancy/ Final • Fire; SF $1,273, MF $977 Inspection • Public Works; SF $1,894, MF $1,453 Total deferral: SF $6,254, MF $4,933 Imperial County Air Pollution Rule 310 Operational Development Fees Cut February 3, 2009 12 months w/ At application for NO Control District (DC) by 50% to: possible 12 month Certificate of • $258.00/SFU extension Occupancy/ Final • $196.50/MF'U Inspection • $0.80/s .ft. Com City of Brawley (DC) Development Impact Fees January 1, 2008 Undetermined At Building Permit NO Delayed increase of $8,596 City of El Centro (DC) Development Impact Fees June 1, 2008 Undetermined On a case-by-case Negotiated basis after meeting w/ builder and a review of market conditions (4) El Centro School Districts School Fees — May 1, 2009 N/A City has backed the N/A (DC) Average Combined $5.00/sq.ft. industry, denied McCabe Elementary Demanding $15.10 - $18.00/sq.ft. Marshall Krupp's Central Union High School Extorting thru delay tactics in CEQA process (Districts) tactics, Heber Elementary approved EIR El Centro Elementary City of Imperial (DC) Development Impact Fees August 1, 2008 12 months w/ At application for Negotiated possible 12 month Certificate of signed extension Occupancy/Final agreement at Inspection building permit County of Madera Street Impact Fees 2000 None Upon Certificate of NO Occupancy City of Madera • Park Facilities 2001 None Upon Certificate of NO • Street Impact Occupancy • Traffic Signal City of Irvine • System Development Charges Approved 7/23/2009 Upon issue of NO • IBC Development Impact Fees Certificate of • Park Fees Occupancy • Street Slurry Seal Fees • Affordable Housing In -Lieu Fees Total deferral - Up to $33,000 per unit Reduced DIF fees by 26% for 5 years City of Santa Ana One year deferral up to $15,852 Approved 10/1/2009 Upon issue of NO Certificate of 7% decrease in Building & Planning Fees Occupancy City of Mission Viejo Permanent deferral of all DIF's Approved None Upon issue of Certificate of Occupancy County of Orange Impact Fees — does NOT include Police or Approved 5/8/2009 Upon issue of NO Fire Certificate of Occupancy Total deferral - Up to $40k per unit 7% decrease in Building & Planning Fees City of Orange • Police facility fee Approved None Upon issue of NO • Park impact fees Certificate of • Library impact fees Occupancy • Fire protection facility impact fees • Transportation systems improvement program fees • Quimby park fees Total deferral - Up to $13k per unit City of Anaheim • Parks Approved 7/5/2010 Upon issue of NO • Electrical Service fee Certificate of • Drainage fee Occupancy • Signal impact fee • Traffic and Roads impact fee Total deferral - Up to $10k per unit differed City of Tustin TBD — Based on density Approved 10/1/2009 City of Huntington Beach Total Deferral — up to $30,000 Approved 3/30/2010 City of Costa Mesa TBD Deferral Program Pending City of Fullerton TBD Deferral Program Pending Anaheim Union High School School Fees - $20,000 Approved 12/31/2009 Upon issue of District Certificate of Occupancy OC Sanitation District Enabling Resolution for Deferral — Approx Approved 7/31/09 $5,000 County of Riverside Impact Fees 7/14/09 At application for Certificate of Reduced fees by 50% Occupancy/ Final Was: $4,057 Inspection Savings: $2,028.50 Deposit Based Fees for Transportation/Plan 16 -Jan -08 None Deposit prior to Check inspection 2% instead of 3 of construction cost - $50,000 max. initial deposit Deposit Based Fees for 16 -Jan -08 None Deposit prior to Transportation/Inspection Fees inspection 3% removed deposit for water and sewer construction costs - $75,000 max. initial deposit City of Banning • Administrative program processing fee 5 -Mar -08 12 months Upon issue of • Development impact fee Certificate of • Fire protection facilities fee Occupancy • General facility and equipment fee • General plan • Park land fee • Police facilities fee • Solid waste facility and equipment fee • Traffic control facility fee • Water capital facilities fee City of Indio Quimby Fees - $2,193.75 per unit 19 -Dec -07 None From Map Application to Building permit City of Moreno Valley Impact Fees - $13,745 8 -Jan -08 None Upon issue of Certificate of Occupancy City of Palm Desert Planning and Service Fee Increase 13 -Dec -07 Six (6) months w/ At submittal for N/A possible extension service deposit based City of Beaumont $5,217/DU reduction (32%) in Development February 2009 July 2012 Impact Fees and a deferral of DIF collection until "prior to final building inspection" City of Corona 40% reduction of development impact fees Approved (5/6/2009) Two years (May 2011) City of Perris Fees reduced by 50% 6/30/09 Upon issue of Certificate of Was: $12,668 Occupancy Savings: $6,334.00 Perris High School District School fees reduced by $2, 960.00 City of Lake Elsinore Deferral of all impact fees to COO Upon issue of Certificate of Occupancy City of Hemet Deferral of all impact fees to COO Upon issue of Certificate of Occupancy City of San Jacinto Deferral of all impact fees to COO Upon issue of Certificate of Occupancy Eastern Municipal Water District District postponed the imposition of an April 1, 2009 July 1, 2009 approved fee increase of over $3,000 per EDU. (Approved (May, 2008) but not instituted fee $10,427.00/EDU. Fee until July 1, 2009 $7,275/EDU. Savings: $3,152.00/EDU Western Riverside Council of TUMF Master Ordinance Upon issue of Governments Certificate of Occupancy City of Menifee Development Impact Fee's cut by 65% July 7, 2009 June 30, 2010 or Hourly rate for planning services reduced by upon the issuance 20% of 500 permits (whichever comes first Coachella Valley Association of Transportation Uniform Mitigation Fee September 1, 2008 2010 will see a Fees were Governments (DC) (TUMF) new nexus study scheduled to (SFU - $1,837.44) for potential increase twice increase during this time period based on ENR -CCI Coachella Valley Multiple Species Habitat October 2, 2008 None — Subject to Fees do upon Conservation Plan (CVMSHCP) — Local periodic review application for Development Mitigation Fee (FDMF) Certificate of (SFU - $1,284) Occupancy Coachella Valley Water District Water System Backup Facility Charge; December 24, 2007 12 months w/ Fees due at close of Negotiated (DC) Supplemental Water Charge; Sanitation possible 12 month Escrow or no later signed Charge extension than six months agreement — after installation Board Approval Water System Backup Facility Charge September 1, 2008 July 1, 2010 Will delay NO Extended May 2009 For evaluation increasing valid fee $3,557 proposed $3, 755 rates intil mid -2010 ($198 difference) Supplemental Water Charge $9, 530 proposed $17, 027 $7, 497 difference Sanitation Capacity Charge May 1, 2009 July 1, 2010 Will delay NO $3, 995 proposed $4,231 For re-evaluation increasing valid fee ($235 difference) rates until mid - 2010 Coachella Valley Unified School School Impact Fees June 24, 2009 12 months or until Fees due at NO District (DC) next SFNA Building Permit Reduced from $3. 78 to $3.00 due to legal challenge City of Desert Hot Springs (DC) Development Impact & Public Art Fees — April 20, 2009 N/A Outlined terms of N/A Tolling Agreement Proposed $11,000 increase agreement reducing w/o basic nexus support proposed fee $6,600 Desert Water Agency (DC) Backup Facility Charges — Supplemental September 20, 2007 12 months w/ Fees due at Escrow Negotiated Imported Water Charges possible 12 month signed extension agreement City of La Quinta (DC) Delayed Implementation of adopted / October 7, 2008 w/ possible 12 Fees due at N/A supportable Development Impact Fee month extension Building Permit increases on residential construction City of Palm Springs (DC) Public Arts and Quimby Fees February 4, 2009 12 months w/ possible 12 month extension At application for Final Inspection/Certific ate Not Stated Planning Land Use, Inspection Fees February 4, 2009 12 months w/ Delayed N/A possible 12 months implementation of I I extension I fee increase I I w San Bernardino Total Deferral: Pending None Upon issue of i Single Family Detached (SFD) — $15,506.60 Certificate of Single Family Attached (SFA) — $10,997.20 Occupancy • Law enforcement facilities, vehicles and equipment; SFD, $535; SFA, $474 • Fire suppression facilities, vehicles and equipment; SFD, $663; SFA, $818 • Regional circulation system; SFD, $2,435; SFA, $1,626 • Local circulation system; SFD, $195; SFA, $130 • Quimby Act Parkland and open space acquisition and park improvement; AB 1600 parkland and open space acquisition and park improvement; SFD, $6,688; SFA, $5,293 • Library facility and collection; SFD, $534; SFA, $423 • Public meeting facilities; SFD, $765.60; SFA, $605.60 • Aquatics facilities; SFD, $273; SFA, $216 • Storm Drain Development; SFD, $3,418; SFA, $1,411 Victorville • Roads, $4,470.05 Six (6) months w/ Upon issue of • Fire, $328.81 possible extension Certificate of • Police, $139.07 Occupancy • Parks, $5,054.87 — Temp. Adjustment, $0 • Facilities, $1,334.35 — Temp. Adjustment, $0 DIF Fees dropped from $11,300 to $4,900 per unit City of Visalia All Development Impact Fee's deferred 1994 Ongoing City of Porterville All Development Impact Fee's deferred March 2009 Ongoing Farmersville All Development Impact Fee's deferred March 2009 Ongoing Porterville Unified School School Fees deferred April 2009 One year District Burton School District School Fees deferred Aril 2009 Ongoing Visalia Unified School District School Fees deferred June 2009 June 2010 Tulare City School District School Fees deferred June 2009 June 2010 City of Ventura Impact Fees — Determined on a case by case Approved Six months w/ Upon issue of basis possible six month Certificate of extension Occupancy City of Santa Paula Impact Fees Approved Upon issue of Certificate of Occupancy City of Thousand Oaks Temporary rollback of IZ in lieu fees to $0 Approved June 30', 2010 Savings: Detached single family dwelling 9,000 dwelling unit Townhouse condo 25,000 dwelling unit City of Roseville Total Deferral: $30,092.43 Approved 31 -Dec -08 Close of Escrow NO $258 permit Fees paid at Issuance of Building Permit processing fee • Fire Service Construction Tax, $1,107.30 • Public Facilities Fee, $2,821.50 • Regional Sewer Fee, $5,815 • Local Sewer Fee, $305 • Water Connection Fee, $4,675 • Traffic Mitigation Fee, $4,411.13 Development Agreement Fees • Water meter retrofit program, $135 • Public Benefit Fee, $1,280 • General fund contribution, $1,060 • Traffic signal coordination fee, $100 • South Placer animal control shelter fee, $50 • Transit shuttle service tax, $52.50 Other Fees • Electric direction installation fee, $2,000 • Solid waste impact fee, $410 City of Lincoln Fees deferred: Approved Permanent Certificate of NO Occupancy or up to Sewer 12 months Water following issuance CAT of building permit, Drainage which ever occurs Community Services Fee first. Traffic Mitigation Dollar amount depends on location in the city. Could be as high as $41,521. M City of Elk Grove • Capital Facilities Fee Approved The Ordinance Issuance of a Final I NO • Affordable Housing Fee implementing the Inspection; OR to • Very Low -Income Housing Trust Fund Fee program will the close of escrow • Citywide Roadway Fee expire on June 30, OR to the 2010 maximum allowed $18,595 for SF* deferral period (24 $11,931 for MF* months) *Total deferral may depend on project or part After this period, of the city. residential projects may apply for an extension (12 months at the discretion of the City Manager) during which interest will accrue. City of Elk Grove Roadway and Capital Facilities Impact Fees: Approved Reduced by more than 30% Single family home fee reduced 30%: $14,260 to $9,894 per unit Fees for shopping center reduced 55%: $12.00 per sq ft to $7.51 per sq ft Fees for offices reduced 42%: $14.23 per sq ft to $6.31 per sq ft City of Woodland 20% discount on impact fees Approved Yuba County • Countywide Capital Facilities Fee; Pending June 30, 2010 Final inspection. NO • Levee Impact Fee; • PLSP/KASA Road Improvement Fee; • PLSPNASA Park Improvement Fee; • ELSP Road Improvement Fee; • ELSP Park Improvement Fee; 10 11 • Olivehurst Fire Impact Fee; and • Linda Fire Impact Fee. M City of San Jose Park Fees 2007 Varies Payment of In -Lieu 0 fees may be deferred under a parkland agreement to final inspection for the first certificate of occupancy associated with the use of a residential unit(s) City of San Ramon Quimby Act park fees Approved Deferred until building permit is *HBANC and city staff are in active pulled - Common discussions regarding additional fee Quimby Act deferral actions practice is to collect park fees at final map approval City of Brentwood Water, wastewater, roadway, community Deferred to facilities, parks and trails and administration COO/Final development impact fees Inspection City of Concord *HBANC and city staff are in active discussions regarding developing fee deferral proposal. Tri Valley Transportation *HBANC and city staff are in active Council discussions regarding developing fee deferral proposal. City of Oakley Repeal of a child care facility fee Approved 11 12 Mt. Diablo Unified School School Facility Fees Deferred to District COO/Final Inspection East Contra Costa Habitat The HCP/NCCP provides that the HCP/NCCP Approved 3/14/2010 Conservation Plan / Natural Mitigation Fees are to be automatically Community Conservation Plan updated on March 15 of every year. For 2009, the Development Fees have gone down about 11%. Central Contra Costa Sanitary Sewer connection fees deferred to close of Approved Close of Escrow 60i District Board escrow City of Fremont 10% reduction in development impact fees Approved 12/31/2010 City staff to citywide explore collection of fees at final Creation of a package of specific Central inspection or Business District (CBD) incentives including, Certificate of but not limited to, a reduction of Development Impact Fees by 25% within the CBD area Occupancy until December 31, 2011. 75% of the fees will be collected during this time. City of Livermore All development impact fees deferred until Approved Upon issue of COO. Certificate of Occupancy Hayward Unified School School fees Ongoing Upon issue of District Certificate of Occupancy City of Dublin Reduction to traffic impact fees anywhere Approved from 3 percent to 11 percent Two year moratorium on public art fees for residential and commercial development of 20 units or more. City of Pleasanton Deferral of impact fees Approved (two years) ) Deferred to COO/COE (which ever occurs first 12 13 14 deferrals) City of Chula Vista Deferral of development impact fees to Approved Upon Certificate of Certificate of Occupancy for all development Occupancy prof ects. City of Carlsbad Reduced Traffic Impact Fees by 25% ($12 July 1, 2009 Ongoing million saved). Savings around $900 a house (10 ADT's/unit) Summary of NEW fees: Residential Outside CFD In CFD* $265/ADT $224.20/ADT Single Family (10 ADT's/unit) $2,650/unit $2,242/unit Multi -Family Condo (8 ADT's/unit) $2,120/unit $1,793.60/unit Apartment (6 ADT's/unit) $1,590/unit $1,345.20/unit Commercial/Industrial Outside CFD In CFD $106/ADT $89.68/ADT Retail (40 ADT's/1,000) $4.24/sq. ft. $3.59/sq. ft. Com. Shopping Ctr. (80 ADT's/1000) $8.48/sq. ft. $7.17/sq. ft. Office (20 ADT's/1,000) $2.12/sq. ft. $1.79/sq. ft. Industrial (8 ADT's/1,000) $0.85/sq. ft. $0.72/sq. ft. *CFD — Community Facilities District City of Encinitas Deferral Approved (exception: drainage fees Upon Certificate of still collected at Final Map). Occupancy City of Vista Approved (Traffic Impact Fees Only --project by project). City of Oceanside Development Impact Fees deferred Preliminary 1 year or until final Approval: September city inspection 2, 2009 14 15 (whichever comes first) Escondido Union School District Board reduced fees by 27% from $3.02/square foot to $2.19/square foot. _/- Scotts Valley Unified School District Developer fees reduced from $6.31 per square May 12, 2010 The fee is set 7� foot to $3.27 per square foot (nearly in half) annually City of Lenmoore Development Impact Fees deferred February 2009 Ongoing City of Hanford Development Impact Fees deferred April 2009 Ongoing City of Santa Maria Development Impact Fees reduced from August 3, 2009 Revised every Upon Certificate of $23,741 per 1,800 -square foot home to other year Occupancy $21,498 Total reduction: $2,243 Detached single-family home — Police, Fire, Recreation and Parks, City hall, and Corporation Yard Projects: from $5.07 per square foot to $4.70 per square foot Traffic Improvements: from $4.72 per square foot to $4.37 *Charged at a flat rate, water and wastewater fees would rise from $1,457 to $1,533 and 15 * Indicates jurisdictions where fees have been reduced. 16 from $3,674 to $3,791, respectively M City of Merced Impact fees reduced: I Commercial projects – 25% reduction Infill Projects – 28% reduction Retail commercial (per 1,000 feet of space) Institutional $6,910 now $5,182.50 Low turnover — $20,204 now $15,153 Retail (more than 50,000 square -feet) — $15,246 now $11,434.50 Office/Commercial — $13,336 now $10,002 Industrial (light) — $3,812 now $2,859 Industrial (heavy) — $3,987 now $2,990.25 Infill residential Single-family house — $10,404 now $7,491 City of Santa Clarita Quimby, Bridge & Thoroughfare, and Transit August 25, 2009 1 year Fees due at Impact development fees deferred Building Permit for one year * Indicates jurisdictions where fees have been reduced. 16