HomeMy WebLinkAboutAgenda Report - September 29, 1986uoUNCIL CO:NIMUNICATIC
TO: THE CITY COUNCIL DATE: NO.
A: THE CITY MANAGER'S OFFICE September 29, 1986
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SUBJECT:
AB 2926 ALLOWING SCHOOL DISTRICT'S TO DIRFJC'I'LY ISE SCHOOL IMPACT FEES
AB 2926 (Stirling), was recently signed by Governor Deukmejian. Under said
legislation, school districts will be authorized to levy school irrpact fees,
dedications or other requirements (developer fees) on residential, c:annerci.al and
industrial developments for construction within the boundaries of the district of
permanent facilities. This act is discretionary in that a school district is not
required to impose the fees except where the school district takes money from the
State in order to build facilities. It was the belief of the Governor in proposing
this legislation, that there should be local participation in the building of,school
facilities.
In order to levy the charge against c=iiercial or industrial developments, there must
be a finding that those two types of development will cause an impact on the school
district. Although the language of the legislation does not appear to say that the
same findings must be made on a residential development, the courts have held that
there must be a reasonable relationship between the public need arising as a result of
the subdivision and the extraction or fee required.
Even where a school impaction fee has been upheld as a mitigation measure inposed
pursuant to the California Environmental Quality Act, the mitigation n,::asure must be
- related to the impaction caused by the particular subdivision. It would appear
therefore that a residential development for senior citizens, for exanple, would not
necessarily impact the schools, and therefore the school district would not be able to
impose the fee. I am presently working with Assemblyman Stirling's office (the
author) to get an interpretation of whether I am correct as it relates to the above
issue.
The fees that the school district may charge are $1.50 per square foot for residential
and $.25 per square foot for ccmiercial and residential development.
As to the "bedroom fee which the City of Lodi is presently collecting on behalf of
the Lodi Unified School District, said fE is not affected by this legislation since
it is.for interim facilities. However, most officials inother cities have said that
once AB 2926 is implemented, they would repeal the "bedroom" fee.
At the present time, :he Legislative Counsel is working with school district
representatives to come up with implementation regulations on this legislation.
Further, there apparently, is some clean-up language needed to be put into effect
through legislation.
RONALD M. STEIN
RMS:vc CITY ATTn10W
i
ANN/ ;
e/oa
Caldornia Cities
Work Together
League of California Cities
1400 K STREET + SACRAMENTO. CA 95814 • (916) 444-5790
Sacramento, CA
September 26, 1986
TO: ALL CITY MANAGERS, CITY CLERKS IN NON -MANAGER CITIES, CITY ATTORNEYS,
PLANNING DIRECTORS, AND COMMUNITY DEVELOPMENT DIRECTORS
FROM: Craig Labadie, attorney
RE: Special Bulletin_ on School Impact Fees Legislation--_AB_2926
BACKGROUND
AB 2926 makes major changes in the law governing imposition of developer fees
to finance construction of school facilities. This legislation was drafted by
a two -house conference committee during the last week of the legislative
session. All cities which have adopted or plan to adopt an ordinance levying
a school impact fee should carefully review AB 2926 to determine its impact on
your local situation. To obtain a copy of this legislation, call the
Legislative Bill Room at (916) 445-2323.
SUMMARY OF MAIN PROVISIONS OF AB 2926
1. New Fee Authority for School Districts.
School districts will be authorized to directly reouire developers to pay
a fee, dedicate land, or take other measures to finar,,:e the constructica
or reconstruction of temporary or permanent school facilities. These
school district fees can be levied on new construction projects and on
reconstruction projects which increase the living space of residential
buildings. Under current law, school districts must request the city or
county to adopt a school impact fee ordinance. Cities will be prohibited
from issuing a building permit for any development absent certification
from the school district that the developer has complied with all
requirements imposed by the school district. School district fees.may be
levied on residential development up to a cap of $1.50 per square foot and
on commercial or industrial development up to a cap of $ .25 per square
foot. These caps include the amount of fees to be paid, the value of any .
land to be dedicated, and the value of any other developer contributions.
To levy a fee on commercial or industrial development, the school district
will have to find that the amount of its fee or dedication requirement is
limited to the need for school facilities caused by the development. The
fee caps will be adjusted annually according to a construction cost index.
School districts which apply for state funding will have a strong
incentive to impose the entire allowable fee because the local ;patch
requirement for receipt of state funds is generally defined as the maximum
possible fee which could be levied under the new law.
2. Role of Cities in Helping to Finance School Construction.
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AB 2926 will significantly restrict the options of cities which desire to
assist their school districts in financing construction of school
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facilities. Under current law, cities have at least four alternative
mechanisms for requiring residential developers to participate in
financing school construction: (a) impose a so-called "SB 201" fee for
- temporary school facilities to address overcrowded conditions in schools,
(b) enact an ordinance imposing a fee for temporary and permanent school
facilities under the authority of the general police power as interpreted
in the case of Candid Enterprises, Inc. v. Grossmont Union High School
District (1985) 39 Cal. 3d 878, (c) require rayvent of a school impact
Tee as a CEQA mitigation measure, and (d) require formation of a -
Mello -Roos Community Facilities District as a condition to development
approval.
Under this new legislation, cities will retain the authority to adopt
SB 201 ordinances, but any school impact fees levied by a city will be
subject to the cap of $1.50 per square foot of residential development.
'This cap applies to the total fees or other charges imposed on a
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residential development by both the city and the schrol district. AB 2926
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prohibits any city from .levying a developer fee for permanent school_
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facilities, thus negating the effect of the Grossmont decision. It also
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prohibits the use of CEQA as the basis for requiring payment of fees to
mitigate the impact of a develspment project on school facilities.
Although the language of A'O 2926 is not clear on this point, it appears
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that cities will retain the authority to require formation of a Community
Facilities District as a development condition.
3. Grandfather Provisions.
This legislation provides that the limitations on cities' authority to
levy school impact fees do not apply during the term of any development
agreement which requires the deveicper to pay such a fee. In certain
limited circumstances, fees may be required even when there is no formal
development agreement. This exception would only apply when Ghe
development occurs pursuant to a School Facilities Master Plan
administered by a city -school joint powers authority for a community plan
area adopted prior to September 1,1986 which master plan requires payment
of the fee.
Unfortunately, AB 2926 is ambiguous as to whether a city can continue to
impose a school impact fee in excess of the bill's limitations under an
existing ordinance between now and the end of the year. As a non -urgency
bill, AB 2926 will not take effect until January 1, 1987. As of that
date, school districts will gain new authority to impose fees and the
authority of cities will be limited as provided in the bill. As
previously stated, AB 2926 does not apply to any development agreement
entered into before January 1, 1987 which requires payment of school
impact fees. However, the bill goes on to state that development projects
for which a final map was approved and construction was commenced by
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September 1, 1986 are subject only to the' fees and other requirements
which, applied -to that project under>the.ordinance then in effect.'
Aithough AB 2629 does not specifically address the validity of
city -imposed -school impact fees during the period from September 1, 1986
to January 1, 1987, the conference committee may have intended for the new
limits on city authority to apply retroactive to September 1.
4. Other Changes in School Financing.
AB 2926 is part of a four -bill package signed by the Governor on the _
subject of school construction financing. In addition to changing the law
governing developer fees, AB 2926 extends the annual allocation of $150
million in tidelands oil revenues to the state school building Lund
through the year 1990. The other three bills are SB 327 (L. Greene),
SB 2068 (Seymour), and AB 3470 (M. Waters). SB 327 makes a number of
changes in the eligibility requirements of school districts for state
funding, and provides an annual sum of $1.50 per student to school
districts which operate year-round schedules..SB 2068 and AB 3470 are
trailer bills which correct errors and omissios in AB 2926 and SB 327.
It is anticipated that state general obligation bond issues will-76e—used
to generate major sums of money for the state to distribute to eligible
school districts to finance construction projects. The Legislature has
already placed an $800 million bond issue on the November 1986 ballot and
is likely to place a second bond issue for the same amount on the ballot
in 1988. If either of these bond issues or any future statewide school
construction bond issue fails to receive voter approval, then the caps on
developer fees and the other limitations on local fee authority will be
automatically repealed.
5. Redevelopment Agency Hearing for School Districts.
In addition to changing eligibility requirements, SB 327 guarantees
school districts the opportunity to trigger a public hearing of the
redevelopment agency on the question of whether or not the implementation
of a redevelopment plan is causing school overcrowding. Over the lifetime
of a pre-January,`1984 redevelopment plan, a school district would have a
single opportunity to request a public hearing of the redevelopment agency
at which time the district must providewrittenfindings, together with
supporting information., materials, and documents, that the implementation
of the redevelopment plan itself has actually caused overcrowding. The
redevelopment agency is not required to take any action in response to the
school district's request.
6. Surplus School Sites/Naylor Act.
AB 2926 contains compromise language on the subject of the Naylor Act.
This portion of the bill does two things:
(a) Existing law permits school districts to apply to the State Board of
Education for a two-year waiver of the Naylor Act's provisions. To obtain
such a waiver, the school district must demonstrate: (1) that it has
notified affected local agencies and held a public hearing before.deciding
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to seek a waiver, %2) that it has made a good faitl. (fort to negotiate an
agreement under the Naylor Act, and (3) that the school district's need
for funds for school facilities outweighs the local need for recreational
and open space lands. AB 2926 would lengthen the term of Naylor Act.
waivers from two to three years and clarify that if the school district
enters into a lease during the term of the waiver, it is exempt from the
Naylor Act during the lease term. This clarification makes it possible
for school districts to use the income from leases of surplus school sites
as security for the issuance of revenue bonds.
(b) After a school district has entered into a lease of a surplus school
site in accordance with the Naylor Act and other applicable laws, AB 2926
authorizes the school district to expend its lease revenues to repay
general obligation bonds and to finance construction or reconstruction of
school facilities.
CLEAN-UP LEGISLATION
Almost certainly, there will be clean-up legislation introduced next year on
the subject of financing school construction. AB 2926 and SB 327 were drafted
during a 24-hour period, and copies of the actual bill language were not made
available to interested parties until after the conference committee had
approved them. Because of this hasty procedure, there wis no opportunity to
refine the details of this legislation, and as a result there are likely to be
a number of issues requiring legislative attention next year. Based upon a
preliminary review, League staff has identified a number of potential problem
areas which are described below. The Senate and Assembly Local Government
Committees have scheduled two joint interim hearings to review proposals for
clean-up legislation regarding school impact fees. Those hearings are
scheduled to be held on Tuesday, October 14 in Riverside and Wednesday,
December 3 in Sacramento. The League's Housing, Community aid Economic
Development Policy Committee will also be working on resolving the issues
presented by this new legislation. Interested city officials are encouraged
to notify the League office and/or the consultants for the Senate Local
Government Committee (Leslie McFadden -- (916) 445-9748) and Assembly Local
Government Committee (Casey Sparks -- (916) 445-6034) of any additional issues
which should be addressed in the anticipated clean-up legislation.
1. What procedures should school districts follow prior to levying developer
fees? Do they have to hold a public hearing? Should they adopt an ordinance
or a resolution? Are they required to make any findings before imposing a fee
on residential developers? Is the fee to be collected by the school district
or the city? How will the school district obtain information about
development proposals submitted to the city?
2. After the sch�)ol district receives payment of its fees, how soon must the
school district submit certification of payment to the city? Why is school
district certification required prior to issuance of any building permit when
fees can be levied only on certain categories of development?
3. With certain exceptions, recent legislation (AB 3314 (Leonard), Chapter
685, Statutes of 1986) prohibits any local agency from collecting developer
fees prior to the final building inspection.or issuance of a certificate of
occupancy, whichever is later. AB 2926, on the other hand, prohibits a city
from issuing a building permit until after any school -imposed fees have been
paid. How will these contradictory requirements be reconciled?
4. If the city levies a fee for temporary school facilities and the school
district also levies a fee under its new authority and the total exceeds the
fee caps in AB 2926, which fee is valid? In areas which have separate
elementary and high school districts with overlapping boundaries, which
district gets to levy the fee? If both, how is the fee authority to be
apportioned?
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r1Q9Gri1/tan
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Assembly Bill No. 2926
Passed the Assembly August 29, 1986
Chief Clerk of the Assembly
Passed the Senate August 29, 1986
'S
s
Secretary of the Senate
cr
i s
ivate Secretary of the Governor
T
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This bill received by the Governor this
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was
day of , 1986, at - o'clock —M.
ivate Secretary of the Governor
AB 2926 —2—
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CHAPTER-
CHAPTER_
An
An act to amend Sections Sections 17739.2, 17788, and
33051 of, and to add Sections 17705.5 and 39015.5 to, the
Education Code, to amend Section 65974, and to add Sec-
tions 53080 and 53081 and Chapter 4.9 (commencing with
Section 65995) to Division 1 of Title 7 of, the Government
Code, and to amend Section 6217 of the Public Resources
Code, relating to school facilities, and making an appro-
priation therefor.
LEGISLATIVE COUNSEL'S DIGEST
AB 2926, Stirling. School facilities.
(1) Under existing law, cities and counties are
authorized to impose developer fees, as a condition of the
issuance of building permits, to pay certain school
construction costs.
This bill would impose a state -mandated local program
by prohibiting cities and counties from issuing building
permits absent certification from the appropriate school
district governing board that the development is in
compliance with any developer fee requirement
imposed by that governing board.
his bill would also grant the authority to school district
governing boards to impose developer fees, subject to
specified limits, would prohibit the imposition of other
developer fees, excepting certain statutory fees and
requirements relating to interim school facilities, and
would limit the methocis of mitigating environmental
effects relating to the adequacy of school facilities. These
_limits and prohibitions would be repealed if the voters of
this state fail to ratify any state general obligation bond
measure for school construction purposes in any primary
or general election.
(2) The Leroy F. Greene State School Building
Lease -Purchase Law of 1976 provides for the acquisition
and construction of school facilities by the state and the
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— s
AB 2926 —2—
-2--
CHAPTER-
CHAPTER_
An
An act to amend Sections Sections 17739.2, 17788, and
33051 of, and to add Sections 17705.5 and 39015.5 to, the
Education Code, to amend Section 65974, and to add Sec-
tions 53080 and 53081 and Chapter 4.9 (commencing with
Section 65995) to Division 1 of Title 7 of, the Government
Code, and to amend Section 6217 of the Public Resources
Code, relating to school facilities, and making an appro-
priation therefor.
LEGISLATIVE COUNSEL'S DIGEST
AB 2926, Stirling. School facilities.
(1) Under existing law, cities and counties are
authorized to impose developer fees, as a condition of the
issuance of building permits, to pay certain school
construction costs.
This bill would impose a state -mandated local program
by prohibiting cities and counties from issuing building
permits absent certification from the appropriate school
district governing board that the development is in
compliance with any developer fee requirement
imposed by that governing board.
his bill would also grant the authority to school district
governing boards to impose developer fees, subject to
specified limits, would prohibit the imposition of other
developer fees, excepting certain statutory fees and
requirements relating to interim school facilities, and
would limit the methocis of mitigating environmental
effects relating to the adequacy of school facilities. These
_limits and prohibitions would be repealed if the voters of
this state fail to ratify any state general obligation bond
measure for school construction purposes in any primary
or general election.
(2) The Leroy F. Greene State School Building
Lease -Purchase Law of 1976 provides for the acquisition
and construction of school facilities by the state and the
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—3— AB 2926
construction or rehabilitation of school facilities. This
matching share would be measured as the amount that
would result from the application of the maximum
developer fee the district is statutorily authorized to
impose upon all new residential, commercial, and
industrial construction occurring in the district over a
designated period of time, as specified. This requirement
would be repealed if the voters of this state failed to ratify
any state general obligation bond measure for school
construction purposes in any primary or general election.
(3) Existing law provides that not more than
$200,000,000 of the money authorized under the State
School Building Lease -Purchase Bond Act of 1984 for the
acquisition and construction of faeiiit;es by the state and
the lease -purchase of those facilities by school districts
may be reserved fur the rehabilitation or modernization
of facilities. Of those reserved moneys, the State
Allocation Board may reserve not more than $25,000,000
for school districts to acquire sites and construct school
facilities for school sites that are in severe need of the
apportionment, based upon specified criteria relating to
inadequacies due to increased enrollment.
This bill would base the determination of severe need
upon conditions established by the board, which would
include, but not be limited to, those specified criteria.
This bill would also provide that, of the amount of
$360,000,000 authorized for the reconstruction or
modernization of school facilities, as specified, the board
may reserve up to and including 10% for school districts
that are determined to be in severe need of
apportionment for this purpose.
(4) Pursuant to existing law, the State Allocation
Board is granted authority to, among other things, own,
maintain, and lease portable classrooms to qualifying
school districts.
Existing law provides that the board shall make
available to the Director of the State Department of
General Services, in amounts which it determines
necessary for provision of classrooms, any funds available
tc the board for this purpose from the State School
Building Aid Fund.
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—3— AB 2926
construction or rehabilitation of school facilities. This
matching share would be measured as the amount that
would result from the application of the maximum
developer fee the district is statutorily authorized to
impose upon all new residential, commercial, and
industrial construction occurring in the district over a
designated period of time, as specified. This requirement
would be repealed if the voters of this state failed to ratify
any state general obligation bond measure for school
construction purposes in any primary or general election.
(3) Existing law provides that not more than
$200,000,000 of the money authorized under the State
School Building Lease -Purchase Bond Act of 1984 for the
acquisition and construction of faeiiit;es by the state and
the lease -purchase of those facilities by school districts
may be reserved fur the rehabilitation or modernization
of facilities. Of those reserved moneys, the State
Allocation Board may reserve not more than $25,000,000
for school districts to acquire sites and construct school
facilities for school sites that are in severe need of the
apportionment, based upon specified criteria relating to
inadequacies due to increased enrollment.
This bill would base the determination of severe need
upon conditions established by the board, which would
include, but not be limited to, those specified criteria.
This bill would also provide that, of the amount of
$360,000,000 authorized for the reconstruction or
modernization of school facilities, as specified, the board
may reserve up to and including 10% for school districts
that are determined to be in severe need of
apportionment for this purpose.
(4) Pursuant to existing law, the State Allocation
Board is granted authority to, among other things, own,
maintain, and lease portable classrooms to qualifying
school districts.
Existing law provides that the board shall make
available to the Director of the State Department of
General Services, in amounts which it determines
necessary for provision of classrooms, any funds available
tc the board for this purpose from the State School
Building Aid Fund.
AB 2926 —4—
statutory
4—
This bill would provide that, notwithstanding any other
provision of law, the board may make -available to the
Director of General Services up to $15,000,000 annually
from any funds available to the board for purchase of
portable classrooms. This authorization would constitute
an appropriation to the extent it authorizes any existing
appropriation to be expended for a new purpose.
(5) Under existing law, the State Lands Commission is
required . with certain exceptions, to deposit tidelands
revenues, moneys, and remittances in the State Treasury,
and to allocate the moneys to specified obligations in a
specified order. Pursuant to this requirement, the State
School Building Lease -Purchase Fund is entitled to an
allocation of $150,000,000 in each of the fiscal years
1985-86, 1986-87, 1987-88, and 1988--89.
This bill would extend that allocation entitlement to
the 1589-90 and 1990-91 fiscal years.
(6) This bill would appropriate $30,000,000 from
designated federal oil overcharge funds received by the
state to the State Allocation Board without regard to fiscal
year for allocation to school districts for school
air-conditioning and insulation needs pursuant to the
operation of year-round educational programs, as
specified.
(7) T:1is bill would specify that its provisions would
become operative only if SB 327 is enacted and becomes
effective on January 1, 1987.
(8) The California Constitution requires the state to
reimburse local agencies and school districts for certain
costs mandated by the state. Statutory provisions
establish procedures for making that reimbursement,
including the creation of a State ?Mandates Claims Fund
to pay the costs of mandates which do not exceed $500,000
statewide and other procedures for claims whose
statewide costs exceed $500,000.
This bill would provide that reimbursement for costs
mandated by the bill shall be made ursuant to those
statutory procedures and, if the statewide cost does not
exceed $500,000, shall be payable from the State
Mandates Claims Fund.
Appropriation: yes.
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t — — AB 2926
The people of the State of California do enact as follows.
SECTION 1. It is the intent of the Legislature that the
state share with local governmental entities the financial
burden of school facilities construction, of which the
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state's share is to be funded from such revenue sources as
general obligation bond proceeds and specified tidelands
moneys and other revenues as specified in Assembly Bill
2926 of the 1985-86 Regular Session. Subject to the
approval by the electorate of state general obligation
bond measures, the state intends to stand behind that
funding c,)mmitment.
SEC. 2. Section 17105.5 is added to the Education
= .
a" >
Code, to read:
'
17705.5. (a) The total building cost portion of any
state funding for any project approved under this chapter
for the new construction or rehabilitation of one or more
"
school facilities shall be reduced by the amount of the
local matching share requirement computed under
t
subdivision (b) .
gib) Each school district to which funds are allocated
pursuant to this chapter for the new construction or
f
rehabilitation of one or more school facilities shall
provide, as its share of the cost of the project, an amount
equal to the following: ai
(1) The product of the applicable maximum lee set
forth in subdivision (b) of Section 65995 of the
ij
Government Code times the number of square feet of
new residential, commercial, and industrial construction,
J
as appropriate, for which building permits are issued
within the boundaries of the school district from the date
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on which the board approves the district's application for
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n
project funding under this chapter to the date upon
which the notice of completion for the project is issued,
except that this period shall not exceed the time
reasonably necessary for the final apportionment to be
issued where the district meets its obligations as an
applicant under this chapter. This amount is reduced by
the sum of the following:
(A) Any amounts expended by the district during the
described period of time for the acquisition of interim
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_92
AB 2926 —6—
classroom
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classroom facilities pursuant to Chapter 4.9
commencing with Section 65970) of Division 1 of Title
7 of the Government Code from the proceeds of the fee
j Ie0ed by the district during that period. This amount is
limited to the acquisition of interim classroom facilities
necessary to temporarily house that number of pupils
calculated, under state pupil loading standards, by
subtracting the average daily attendance of the district
based on a three-year enrollment projection from the
average daily attendance of the district based on a
fire -year enrollment project. Enrollment projections for
this purpose shall be made in accordance with this
chapter.
(B) Any amounts expended by the district during the
described period of time for the local matching share of
any project funded under this chapter from the proceeds
of the fee levied by the district during that period.
(C) An amount reflecting the extent to which the
district is precluded from collecting those fees by reason
of the levy and collection of developer fees by another
school district having common territorial jurisdiction.
(c) For purposes of establishing an estimate of the
state project costs pursuant to subdivision (a), the board
may estimate the local matching share by using the
product of the annual average of the amount that would
have .resulted from the application of the maximum fee
to the square footage of all new construction within the
district over the three calendar years preceding the
district's project application times the number of years
over which the board estimates the fee will be collected
by the district pursuant to the project to be funded.
(d) Only those project applications for which, prior to
January 1, 1987, the board had made the apportionment
for site acquisition and working drawings or the final
- x apportionment for construction of the project shall be
subject to the provisions of this chapter in effect prior to
that date.
(e) The board may provide a loan to any applicant
district in an amount equal to all or a part of the district's
obligation, under subdivision (b), subject to the
requirement that the district pay each month to the
'b 130
—7— AB 2926
board, as reimbursement, an amount equal to the
proceeds that would be received by the district from the
imposition of the fee described under subdivision (b)
until the total amount of the loan has been repaid,
together with interest computed pursuant to Section
16065.
(f) The board may make the loan specified in
subdivision (e) from any funds available from any source,
including, but not limited to, those amounts made
available pursuant to Section 16065.
(g) All loan and interest amounts paid to the state
pursuant to this section shall be available for the use of
the board in the funding of projects as otherwise
provided under this chapter, including, but not limited
to, additional loans.
(h) This section shall remain in effect only until such
date as any state general obligation bond measure
submitted to the voters of this state for their ratification,
which measure includes within its purposes the funding
of school facilities construction, fails to receive that
ratification, and as of that date is repealed.
SEC. 3. Section 17739.2 of the Education Code is
amended to read:
17739.2. Of the moneys reserved for the rehabilitation
or rnodernization of facilities pursuant to Section 17739.1,
the board may reserve lot T':,oae tha;i twenty-five million
dollars ($25,000,000) for apportionments to school -
districts that the board has determined to be in severe
need of the apportionment. In addition, of the moneys
reserved for the reconstruction or modernization of
facilities pursuant to Section 17696.96, the board may
reserve up to and including 10 percent for this purpose.
xn either event, the apportionment shall be for purposes
of site acquisition and the construction of school facilities
for school sites that meet one or more of the conditions
established by the board, which shall include, but are not
limited to, the following:
(a) The school site is not less than 30 years of age.
(b) The school site has accommodated a significant
increase in enrollment during the last 10 -year period.
(c) Enrollment increases have been accommodated
92 150
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AB 2926
x placing relocatable structures on the school site
mut enrandinL, the school site.
(d) The school site has inadequate playground space
Zr its enrollment.
- , e) The school sil-p has inadequate meal facilities, and
=ose facilities are jsp(j for more than three times the
. . r of pupils for which the facilities were originally
:egzned. .
SEC. 4. Section 17788 of the Education Code is
=ended to read:
177788. In addition to any other powers and duties as
�--e granted the board by this chapter, other statutes, or
=e State Constitution, the board has the power to do
m:-ach of the followinw:
(a) Establish any 'qualifications not ix.) conflict with
ther provisions of this chapter, as it deems will best serve
=e purposes Of thk chapter, for determining the
�'zibility of school (Jistricts and county superintendents
schools to lease portable classrooms under this chapter.
(b) Establish any procedures and policies in
connection with the administration of this chapter as it
teems necessary.
(c) Adopt any rules and regulations for the
aL-ninistration of this chapter requiring such procedure,
forms and informan,
_
Y,'
,n, as IL may deem necessary.
(d) Have constructed, furnished, equipped, or
f
place,
p)rtable classrooms on school sites where needed.
(e) Own, have maintained, and lease portable
classrooms to qualifying school districts and county
superintendents O";c schools.
(f) From any moneys in the State School Building Aid
I
AB 2926
x placing relocatable structures on the school site
mut enrandinL, the school site.
(d) The school site has inadequate playground space
Zr its enrollment.
- , e) The school sil-p has inadequate meal facilities, and
=ose facilities are jsp(j for more than three times the
. . r of pupils for which the facilities were originally
:egzned. .
SEC. 4. Section 17788 of the Education Code is
=ended to read:
177788. In addition to any other powers and duties as
�--e granted the board by this chapter, other statutes, or
=e State Constitution, the board has the power to do
m:-ach of the followinw:
(a) Establish any 'qualifications not ix.) conflict with
ther provisions of this chapter, as it deems will best serve
=e purposes Of thk chapter, for determining the
�'zibility of school (Jistricts and county superintendents
schools to lease portable classrooms under this chapter.
(b) Establish any procedures and policies in
connection with the administration of this chapter as it
teems necessary.
(c) Adopt any rules and regulations for the
aL-ninistration of this chapter requiring such procedure,
forms and informan,
_
Y,'
,n, as IL may deem necessary.
(d) Have constructed, furnished, equipped, or
otherwise require wh,itever work is necessary to
place,
p)rtable classrooms on school sites where needed.
(e) Own, have maintained, and lease portable
classrooms to qualifying school districts and county
superintendents O";c schools.
(f) From any moneys in the State School Building Aid
Fund available for purposes of this chapter, the board
shall make available to t'ie Director of General Services
such amounts as it determi nes ,,-&^essary to provide tha
j
assistance, pursuant to this chapter, k'�'O.'Jired by Section
15a04 of the Government Code.
(g) Notwithstanding any other of law, the
board may make available to t�h!� L ",
-.rector of General
Services up to fifteen million 000)
u.
annually from any funds available to the board. These
-9— AB 2526
funds shall be utilized to purchase portable classrooms for
the purposes of this section.
SEC. 5. Section 33051 of the Educatior :ode is
amended to read:
33051. (a) The State Board of Education shall
approve any and all requests for waivers except in those
cases where the board specifically finds any of the
following:
(1) The educational needs of the, pupils are not
adequately addressed.
(2) The waiver affects a program that requires the
existence of a school site council and the school site
council did not approve the request.
(3) The appropriate councils or advisory committees,
including bilingual advisory committees, did not have an
adequate opportunity to review the request and the
request did not include a written summary of any
objections to the request by the councils or advisory
committees.
(4) Pupil or school personnel protections are
jeopardized.
(5) Guarantees of parental involvement are
jeopardized.
(6) The request would substantially increase state
costs,
("l) 'f'ae exclusive representative of employees, if any,
as provided in Chapter 13.7 (commencing with Section
3540) of Division 4 of Title 1 of the Government Code,
was not a participant in the development of the waiver.
(b) The State Board of Education shall not approve
any request for waiver of any provision of Article 5
(commencing with Section 39390) of Chapter 3 of Part 23
unless the school district seeking the waiver
demonstrates all of the following:.
ol (1) The school district provided the written notice
required under subdivision (f) of Section 33050.
(2) The school district, after making a good-faith effort
to that purpose, was unable to reach agreement with any
public agency identified under Section 39394 that seeks to
acquire the site under that article on terms and
conditions that are consistent with the requirements of
a v vav aaa a..a.a a...aaaa bvasas.
(3) The detriment to the school district's ability to
financially meet the educational needs of the community
resulting from the disposition of the school site pursuant r
to the sale price or lease rate limitations set forth in :
Section 39396, as compared to the fair market value of the
site, outweighs the need for the use of the site for outdoor 3
recreational and open -space purposes as established by a
finding made under Section 39397.
(4) In the event that the school district enters into a
long-term lease during the period of the waiver or any
extension thereof, the school district shall be exempt
from the requirements of Article 5 (commencing with
Section 39390) of Chapter 3 of Part 33, for the duration
of the lease term for that site.
(c) A waiver shall be approved or renewed by the
State Board of Education prior to its implementation for
the period of time requested by the governing board of
a district, but not to exceed two years, except that a
waiver approved pursuant to subdivision (b) may be for
h
Up to t ree years.
SEC. 6. Section 39015.5 is added to the Education
Code, to read:
3901.5.5. The amount of any nonuse payments
required of any school district under Section 39015 shall
be reduced, without regard to fiscal year, by the amount
of the proceeds, resulting from the lease of district 4.
property that is subject to that section, that are expended
�-
by the district for the purposee of subdivision (a) or (b)
Of Section 17705.5, or for the payment of bond debt
service costs that are directly related to the actual
t
construction of school facilities.
SEC. 7. The Legislature finds and declares as follows:
_
(a) Many areas of this state are experiencing
-
substantial development and I population growth,
:z
resulting in serious overcrowding in school facilities.
(b) Continued economic development requires the
availability of the school facilities needed to educate the
state's young citizens.
92 200
� Y.
—11— AB 2926
(c) In growing areas of this state, the lack of
availabilioi of the public revenues needed to construct
school facilities is a serious problem, undermining both
the education of the state's children and the continued;
economic prosperity of California.
(d) For these reasons, a comprehensive school
facilities finance program based upon a partnership of
state and local governments and the private sector is
required to ensure the availability of school facilities to
serve the population growth generated - by new
development.
(e) The Legislature therefore finds that the levying of
appropriate fees by school district governing boards at
the rates authorized by this act is a reasonable method of .
financing the expansion and construction of school
facilities resulting from new economic development
within the district.
SEC. 8. Section 53080 is added to the Government
Code, to read:
53080. (a) The governing board of any school district
is authorized to levy a fee, charge, dedication, or other
form of requirement against any development project, as
defined in Section 65928, for new construction within the
boundaries of the district, for the construction or
reconstruction of school facilities, subject to any
limitations set forth in Chapter 4.9 (commencing with
Section 65995) of Division 1 of Title 7.
(b) No city or county, whether general law or
chartered, may issue a building permit for any
development absent certification by the appropriate
school district of compliance by that development
project with any fee, charge, dedication, or other form of
requirement levied by the governing board of that school
district pursuant to subdivision (a) .
(c) In the case of the sale of a manufactured home or
mobiiehome, the payment of fees to either the school
district or other entity shall occur at the time of
occupancy pursuant to the sale or lease of the
manufactured home or mobilehome pursuant to Section
18090.5 of the Health and Safetv Cnrla
s
AB 2926 —12—
Code, to read:
53081. A school district that imposes any fees on
construction within the school district may use those fees
- to pay any bonds, notes, loans, leases or other installment
agreements including, but not limited to, bonds issued by
the authority or loans, leases or other installment r
agreements that secure bonds issued by the authority. r
The authority may issue bonds, in accordance with
Section 17883, to finance projects for one or more
participating school districts that have imposed fees on
construction within the district, which bonds may be
;payable from and secured by those fees in whole or in
!part. For this purpose, participating school districts may
pledge and assign all or any part of those fees to the
authority, and the fees so pledged and assigned to the
'authority, and any income thereon, may be pledged and
assigned by the authority to the payment of bonds issued
by the authority to finance projects for those
participating school districts. While it is the intent of the
Legislature that the amount of financing provided to a
participating school district pursuant to this section shall
be reasonably related, in the judgment of the authority,
to the amount of fees on construction expected by the
authority to be derived from or attributable to that
participating school district, nothing in this section or any
other provision of law shall be deemed to require a
proportionate or other relationship between the amount
of the financing actually provided to a participating
school district pursuant to this section and the amount of
fees on construction actually derived from or attributable
to that participating school district pursuant to this
section or used by the authority to secure or pay any
bonds of the authority issued pursuant to this section.
SEC. 10. Section 6974 of the Government Code is
amended to read:
65974. (a) For the purpose of establishing an interim
method of providing classroom facilities where
overcrowded conditions exist, as determined necessary
pursuant to Section 65971, and notwithstanding Section
66478, a city, county, or city and county may, by
ordinance, require the dedication of land, the payment of
_ a
az ren
_13— AB 2926
fees in lieu thereof, or a combination of both, for
classroom and related facilities for elementary or high
schools as a condition to the approval of a residential
development, if all of the following occur:
(1) The general plan provides for the location of
public schools.
(2) The ordinance has been in effect for a period of 30
days prior to the implementation of the dedication or fee
requirement.
(3) The land or fees, or both, transferred to a school
district shall be used only for the purpose of providing
interim elementary or high school classroom and related
facilities. If fees are paid in lieu of the dedication of land
and those fees are utilized to purchase land, no more land
shall be purchased than is necessary for the placement
thereon of interim facilities.
(4) The location and amount of land to be dedicated
or the amount of fees to be paid, or both, shall bear a
reasonable relationship and be limited to the needs of the
community for interim elementary or high school
facilities and shall be reasonably related and limited to
the need for schools caused by the development.
However, the value of the land to be dedicated or the
amount of fees to be paid, or both, shall not exceed the
amount necessary to pay five annual lease payments for
the interim facilities. In lieu of the dedication of land o::
the payment of fees, or both, the builder of a residential
development may, at his or her option and at his or her
expense, provide interim facilities, owned or controlled
by the builder, at the place designated by the school
district, and at the conclusion of the fifth school year the �-
builder shall, at the builder's expense, remove the
interim facilities from that place.
(5) A finding is made by the city council or board of ;r
supervisors that the facilities to be constructed from the _-
fees or the land to be dedicated, or both, is consistent'ith
the general plan.
(b) The ordinance may specify the methods for
mitigating the conditions of overcrowding which -the
school district shall consider when making the finding
required by paragraph (2) of subdivision (a) of Section
..
i
_13— AB 2926
fees in lieu thereof, or a combination of both, for
classroom and related facilities for elementary or high
schools as a condition to the approval of a residential
development, if all of the following occur:
(1) The general plan provides for the location of
public schools.
(2) The ordinance has been in effect for a period of 30
days prior to the implementation of the dedication or fee
requirement.
(3) The land or fees, or both, transferred to a school
district shall be used only for the purpose of providing
interim elementary or high school classroom and related
facilities. If fees are paid in lieu of the dedication of land
and those fees are utilized to purchase land, no more land
shall be purchased than is necessary for the placement
thereon of interim facilities.
(4) The location and amount of land to be dedicated
or the amount of fees to be paid, or both, shall bear a
reasonable relationship and be limited to the needs of the
community for interim elementary or high school
facilities and shall be reasonably related and limited to
the need for schools caused by the development.
However, the value of the land to be dedicated or the
amount of fees to be paid, or both, shall not exceed the
amount necessary to pay five annual lease payments for
the interim facilities. In lieu of the dedication of land o::
the payment of fees, or both, the builder of a residential
development may, at his or her option and at his or her
expense, provide interim facilities, owned or controlled
by the builder, at the place designated by the school
district, and at the conclusion of the fifth school year the �-
builder shall, at the builder's expense, remove the
interim facilities from that place.
(5) A finding is made by the city council or board of ;r
supervisors that the facilities to be constructed from the _-
fees or the land to be dedicated, or both, is consistent'ith
the general plan.
(b) The ordinance may specify the methods for
mitigating the conditions of overcrowding which -the
school district shall consider when making the finding
required by paragraph (2) of subdivision (a) of Section
AB 2926 —14-
65971.
(c) If the payment of fees is required, the payment
-
shall be made at the time the building permit is issued or
at a later time as may be specified in the ordinance.
(d) Only the payment of fees may be required in
subdivisions containing 50 parcels or less. y
(e) Notwithstanding any other provision of this
chapter, contracts entered into or contracts to be entered
into pursuant to a School Facilities . Master Plan '
administered by a ,point Powers Authority created under
Chapter 5 (commencing with Section 6500) of Division 7
_
of Title 1 of the Government Code for a designated
community plan area adopted by a city, county, or city
and county, whether general law or chartered, on or
before September 1, 1986, that requires the payment of
a fee, charge, or dedication for the construction of school
facilities as a condition to the app ;oval of residential
development shall not be subject to the provisions of
subdivision (b) of Section 65995. Provided, however, that
in determining developer fees under that school facilities
master plan, the cost and maximum building area
standards for school buildings prescribed by Chapter 22
(c._ inimencing with Section 17700) of Part 10 of the
Education Code shall apply, and the school district or
districts involved are required to have on file with the
Office of Local Assistance, and actively pursue in good
faith, an application for preliminary determination of
eligibility for project funding under that chapter, and
_
shall actively pursue in good faith the establishment of a
community capital facilities district or other permanent
financing mechanisms to reduce or eliminate developer
fees.
Any fees collected or land dedicated after September
1, 1986, pursuant to this section, and not used to avoid
overcrowding of the facilities to be built pursuant to the
school facilities master plan, shall be subject to disposition
in accordance with subdivision (b) of Section 65979.
Fees collected in excess of the limitations set forth in
subdivision (b) of Section 63995 for schools constructed-
onstructedunder
underthat school facilities master plan shall neither
advantage nor disadvantage a school district's application
A
—15— AB 2925
for project funding under Chapter 22 (commencing with
Section 17700) of Part 10 of the Education Code.
SEC. 11. Chapter 4.9 (commencing with Section
65995) is added to Division 1 of Title 7 of the Government
Code, to read:
CHAPTER 4.9. PAYMENT OF FEES, CHARGES,
DEDICATIONS, OR OTHER REQUIREMENTS AGAINST A
DEVELOPMENT PROJECT
65995. (a) Except for a dedication or fee, or both,
required under Section 53080, or pursuant to Chapter 4.7
(commencing with Section 65970), no fee, charge,
dedication, or other form of requirement shall be levied
by the legislative body of a local agency against a
,ievelopment project, as defined by Section 65928, for the
construction or reconstruction of school facilities.
(b) In no event shall the amount of any fee, charge,
dedication, or other form of requirement, as described in
subdivision (a), including the amount of fees to be paid
or the value of land to be dedicated, or both, under
Chapter 4.7 (commencing with Section a5970), exceed
the following:
(1) One dollar and fifty cents ($1.50) per square foot
of covereu or enclosed space, in the case of any
1'esidential development.
(2) Twenty-five cents ($0.25) per square foot of
covered or enclosed spade, in the case of any commercial
or industrial development. No fee, charge, dedication, or
other form of the requirement may be levied by any
school district governing board upon any commercial or
industrial development unless and until the governing
board has first made the finding that the location and
amount of land to be dedicated or the amount of fees to
be paid, or both, shall bear a reasonable relationship and
be limited to the needs of the community for elementary
or high school facilities and.shall be reasonably related
and limited to the need for schools caused by the
development.
AB 2926 —16—
adjustment for inflation set forth in the statewide cost
index for class B construction, as determined by the State
-
Allocation Board at its January meeting. '
(c) Subdivision (a) does not apply during the term of
any contract entered into between a subdivider or
builder and a school district, city, county, or city and
county, whether general law or chartered, on or before
the effective date of this chapter that requires the
payment of a fee, charge, or dedication for the
construction of school facilities as a condition". to the
- approval of residential development. In addition, any
development project for which a final map was approved
and construction had commenced on or before
September 1, 1986, is subject to only the fee, charge,
_ dedication, or other form of requirement prescribed in '
any local ordinance in existence on that date and
applicable to the project.
(d) The Legislature finds and declares that the subject
of the financing of school facilities with development fees
-
is a matter of statewide concern. For this reason the
Legislature hereby occupies the subject matter of
mandatory development fees and other development
requirements for school facilities finance to the exclusion
of all local measures on the subject.
(e) Nothing in this section shall be interpreted to limit
or prohibit the use of Chapter 2.5 (commencing with
-Section 53311) of Division 2 of Title 5 to finance the
construction or reconstruction of school facilities.
65996. The following provisions shall be the exclusive
=
methods of mitigating environmental effects related to
_
the adequacy of school facilities when considering the
approval or the establishment of conditions for the
approval of a development project, as defined by Section
65928 of the Government Code pursuant to Division 13
(commencing with Section 21000) of the Public
Resources Code:
(a) Chapter 2.5 (commencing with Section 53311) of
Division 2 of Title 5 of the Government Code.
(b) Chapter 4.7 (commencing with Section 65970) of
Division 1 of Title 7 of the Government Code.
(c) Chapter 4.5 (commencing with Section 15450) of
e 92 .z In
-17— AB 2926
Part 10 of the Education Code.
(d) Chapter 22 (commencing with Section 17700) of
Part 10 of the Education Code.
(e) ' Chapter 28 (commencing with Section, 17870) of
Part 10 of the Education. Code.
(f) Chapter 25 (commencing with Section 17785) of
Part 10 of the Education Code.
(g) Article 2.5 (commencing with Section 39327) of
Chapter 3 of Part 23 of the Education Code.
(h) Article 3 (commencing with Section 42260) of
Chapter 7 of Part 24 of the Education Code.
No public agency shall, pursuant to Division 13
(commencing with Section 21000) of the Public
Resources Code or Division 2 (commencing with Section
66410) of this code, deny approval of a project on the basis
of the adequacy of school faci'ties.
65997. This chapter shall remain in effect only until
such date as any state general obligation bond measure
submitted to the voters of this state for their ratification,
which measure includes within its purposes the funding
of school facilities construction, fails to receive that
ratification, and as of that date is repealed.
SEC. 12. Section 6217 of the Public Resources Code,
as amended by Chapter 1749 of the Statutes of 1984, is
amended to read:
6217. With the exception of revenues derived from
state school lands and from sources described in Sections
6217.6, 6301.5, 6301.6, 6855, and 8551 to 8558, inclusive, and
Section 6406 (insofar as the proceeds are from property
that has been .distributed or escheated to the state in
connection with unclaimed estates of deceased persons),
the commission shall deposit in the State Treasury all
revenues, moneys, and remittances received by it under
this division, and under Chapter 138 of the Statutes of
1964, First Extraordinary Session, and these sums shall be
applied to the following obligations in the following
order:
(a) To the General Fund the revenue necessary to
provide in any fiscal year for the following:
(1) Payment of refunds, authorized by the commission
and approved by the State Board of Control, out of
92 330
` i r• -
t• _
-x
"•:�::�:;-Ott"�=:�`_ .�
AB 2926 _18—
appropriations made for that purpose by the Legislature.
(2) Payment of expenditures of the commission as
provided in the annual Budget Act approved by the
Legislature.
(3) Payments to cities and counties of the amounts
specified in Section 6817 for the purposes specified in that
section, and the revenues so deposited are appropriated
for such purpose.
(4) Payments to cities and counties of the amounts
agreed to pursuant to the provisions of Section .6875.
(b) To the California Nater Fund each fiscal year the
amount of twenty-five million dollars ($25,000,000) .
(c) To the Central Valley mater Project Construction
Fund each fiscal year the amount of five million dollars
($5,000,000) .
(d) To the Resources Agency, the amount of five
hundred thousand dollars ($500,000) for each of the fiscal
year's 1984-85, 1985-86, 1986-87, 1987--88, and 1988-89 for
distribution for public and private higher education for
use as up to two-thirds of the local matching share for
projects under the National Sea Granit College and
Program Act of 1966 (P.L. 89-688) approved, upon the
recommendation of the advisory panel appointed
pursuant to this section, by the Secretary of the Resources
Agency or his or her designee. During the 1988-89 fiscal
year, the Legislature shall consider recommendatio.is
from the Secretary of the Resources Agency and other
interested parties on the benefits to the people cf the
State of California derived from this ;grogram and shall
determine whether or not to continue similar
appropriations for subsequent fiscal years.
There shall be an advisory panel to the Secretary of the
Resources Agency consisting of 13 members, which shall
do all of the following:
(1) Identify state needs that might be met through Sea
Grant research projects, including, but not limited to,
such fields as living marine resources, aquaculture, ocean
engineering, marine minerals, public recreation, coastal
physical processes and coastal and ocean resources
planning and management, and marine data acquisition
and dissemination, establish priorities for those needs,
W 350
?
_19— AB 2926
and transmit those needs and priorities to the Legislature
l
not later than January 1 of each year and include them in
all announcements of proposals for grants- in the following
fiscal year.
(2) Review all applications for funding ruder this
section and make recommendations based upon the
'
priorities it establishes.
(3) Periodically review progress on Sea Grant
•
research projects subsequent to their approval and
funding under this section.
(4) Make recommendations to the Secretary of the
Resources Agency with respect to the implementation of
this section.
The Secretary of the Resources Agency shall appoint
`
the following members of the advisory panel, who shall
serve at the pleasure of the secretary:
(A) A representative of the Department of Boating
and Waterways.
r
(B) A representative of the Department of
Conservation.
(C) A representative of the Department of Fish and
Game.
(D) The Executive Director of the California Coastal
Commission or his or her designee.
:A representative of the fish industry.
reures-ntative of the aquaculture industry.
A representative of the ocean engineering
industry.
(H) A representative of the University of California.
- j
(I) A representative of the California State University.
`10)
-
(J) A representative of a private California institution
of higher education which is participating in the National
Sea Grant Program.
(K) A representative of the State Lands Commission.
The Senate Committee on Rules shall appoint one
Member of the Senate to the panel, who shall serve at the
pleasure of the Senate Committee on Rules.
The Speaker of the Assembly shall appoint one
Member of the Assembly to the panel who shall serve at
the pleasure of the Speaker. This member shall not be of
92 370 cw z
AB 2926 —20—
the same political party as the member appointed by the
Senate Committee on Rules.
The Secretary of the Resources Agency shall designate
one member of the panel to serve as its chairman. Panel
members shall serve without compensation.
The Sea Grant research projects selected for state
support under this section shall have a clearly defined
benefit to the people of the State of California. The
Legislature hereby finds and declares that the funding
provided by this section is needed to stimulate the
development and utilization of ,>cean and coastal
resources by working constructively ,Mth private sector
firms and individuals. Nothing in this section shall be
construed to preclude the application for funding of any
project that would be eligible for funding under the
terms of the National Sea Grant College and Program Act
of 1966.
(e) To the Capital Outlay Fund for Public Higher
Education for the 1984-85 fiscal year the amount of one
hundred two million one hundred sixty-eight thousand
dollars ($102,168,000), and for each fiscal year thereafter,
the. amount necessary to provide for an unencumbered
balance available for appropriation on July I of each fiscal
year of one hundred twenty-five million dollars
($125,000,000).
(f) (1) To the State School Building Lease -Purchase
Fund, for each of the fiscal years 1985-36, 1986-87,
1987-88, and 1988-89, the amount of one hundred fifty
million dollars ($150,000,000).
(2) For the fiscal years 1984-85, 1985-86, 1986-87,
1987-88,1988-89, 1989-90, and 1990-91, €io to 5 percent of
the amounts deposited in the State School Building
Lease -Purchase Fund pursuant to this section or any
other provision of law may be spent in accordance with
Sections 17785 to 17795, inclusive, of the Education Code
(Emergency School Classroom Law of 1979).
(g) To the Energy and Resources Fund each fiscal
year, commencing with the 1985-86 fiscal year, the
amount of sixty-five million dollars ($65,000,000) .
(h) To the Special Account for Capital Outlay, the
balance of all revenues in excess of the amount
-21—
AB 2926
distributed under subdivisions (a), (b), (c), (d), (e), (f),
and (g) .
The commission may, with the approval of the State
Board of Control, authorize the refund of moneys
received or collected by it illegally or by mistake,
inadvertence, or error. Claims authorized by the
commission and approved by the State Board of Control
shall be filed with the Controller and the Controller shall
draw his or her warrant against the General Fund in
payment of the refund from any, appropriation made for
that purpose.
All references in any law to Section 6886 shall be
deemed to refer to this section.
SEC. 13. Notwithstanding Sections 13340 and 16361 of
the Government Code, and to the extent permitted by
federal law, the sum of thirty million dollars ($30,000,000)
is hereby appropriated to the State Allocation Board from
funds in the Federal Trust Fund, created pursuant to
Section 16360 of the Government Code, received by the
state either from federal oil overcharge funds in the
Petroleum Violations Escrow Account, as defined by
either Section 155 of the Further Continuing
Appropriations Act of 1983 (P.L. 97-377) or by any other
federal law, or from federL' oil overcharge funds
available pursuant to court juldgments, for allocation
Nitb . ut regard to fiscal year to school districts for ; -ie
axpenses of air-conditioning equipment and insulation
materials pursuant to Section 42250.1 of the Education
Code.
SEC. 14. (a) Sections 1 to 21, inclusive, of this act shall
become operative only if Senate Bill 327 is enacted and
becomes effective on January 1, 1987.
(b) As an additional condition, Sections 2 and 19 of this
act shall become operative only if the Greene -Hughes
School Building Lease Purchase Bond Law of 1986 was
ratified by the voters of this state at the general election
of November 4, 1986.
SEC. 15. Reimbursement to local agencies and school
districts for costs mandated by the state pursuant to this
act shall be made pursuant to Part 7 (commencing with
Ccntinn 17P;W r)f Diviginn d of Tifln �) ni Flo %~n�inrnman�
rx" 4174V-
Code and; if the statewide cost of the claim for
reimbursement does not exceed five hundred thousand
dollars ($500,000) , shall be made from the State Mandates
Claims Fund.
Prepared September 25, 1986
Intent is that the State share financial burden for schooi_s.
Money to come from GO bonds, specified Tidelands $'s and
other sources as specified in AB 2926
State to stand behind funding commitment subject to Go bond
approval(s)
(EC.17705.5) Total new building cost portion reduced by
amount of local match share requirement (inc. reconstruction)
Each district to prcvide amount equal to product of applicable
maximum fee of Section 65995(b) GC (
times
new square footage of residential, commercial, industrial
building permits in district issued from when board (SAB?)
approves project funding under this chapter to date of NOC
except time not to exceed time reasonably necessary for
final apportionment if District meets obligations
Question - What constitutes "reasonable time"
What constitutes "where district meets its
obligations"
-- Amount of match reduced by sum of: interim housing expenditures
during time of fee levy (pursuant to Section 65970, et seq GC
)- amount
limited to interim housing needed for number pupils under
State loading standards, 5 year projection ADA minus 3 year
projection ADA;
Question - New loading standards in SB 327 or existing?
and any amount spent by district during time period for
local match of any project funded under this chapter'; ar.d
amount precluded fror. collecting because of another district
collecting with common jurisdiction.
Estimate of local match determined by product of annual average
of amount that would have resulted from maximum fee over last
three years times, number years estimated fee will be collected
Projects with Phase II or Phase III approval before�Jan. 1 1987
subject to current law
-L-
SAB may loan district share provided district pay monthly
amount equal to proceeds that would be received by district
from imposition of fee until total repaid with interest
Funds may come from any source including pursuant to Section
16065EC '( )
Loan repayment and interest available to board for reuse
in the program
In effect only until state GC bonds for school facility
furling approved. If not - then repealed
Question - If repealed, what is in its place?
(EC 17739.2 amended) SAB determines hardship apportionment
eligibility for $25,000,000 max setaside also SAB may reserve
up to 10% of money from Section 17696.96
for hardship for projects that meet one or more of the
conditions established by board, which include by not limited
to those in existing code section
(EC 17788 amended) In addition to any other powers SAB has
poker to establish any (instead of such) qualifications,
procedures, policies, rules, regs plus existing criteria
SAB may make up to $15,000,000/yr available for portables
per this education section from any tunas availabie ro SAB
(EC: 3305.1 amended) Added criteria for Board of Education
approval of waiver request - if district enters into long-
term lease during waiver time or extension, district exempt
from Article 5, Ch. 3 of Part 33 (Section 39390
for term of least
- Added waiver made per (b) can be up to three years instead
of 2
(EC 39015.5 added) Nonuse payments regardless of fiscal
year reduced by amount of proceeds from lease of district
property if expended for purposes of (a) or (b) of
EC 17705.5 (New section on local match) or to pay bond
debt service costs for school construction
Legislative findings: serious school overcorwding due to
development and population growth in state; economic
development requires continued school facilities; lack of
available public revenues for school facilities undermines
education of kids and state's economic prosperity; reasons
for comprehensive finance package with state, local govern-
ment and private participation; "levying of appropriate
fees by school district governing boards at rates authorized
by this act is=reasonable method of financing expansion and
construction of school facilities resulting from new,
conomic"'development within district."
Question - What if growth is result, of increased births
and not new economic detlopment?
(Section 53080 .GC added) school ;bid autiorized to levy
fee, charge, 'dedication "or other fpm of requirement
against, any development project as �aefined in Section 65928
for school construction or reconst" )
��ction
No building permits may be issued Without certification
of compliance from school district
Question - How is compliance deter_;hed when there is
more than one district in same jurisdiction, ie. Tracy
Question - Can district work out gr�cedure of collection
with local entity as we Zhow do?
For mobilehomes or manufactured house payment of fees to
district or other entity is at time of occupancy pursuant
to sale or lease per HSC 18080.5 C
(GC 53081 added) District may imposes fees on construction
for payment on any bonds, notes lo,-7krs, leases or other
installment agreements.
"The authority" may issue bonds per lection 17883 to
finance projects for one or more Participating districts
imposing fees with fees securing boas
Question- Who might be the "authori_ty?,P
to the authority
District may pledge fees/and authority may then pledge
fees for repayments
Legislative intent that amounts be seasonably related to
costs in judgement of authority; _hO ever, nothing in law
requires a proportionate or other relationship between
amount of financing provided to dist..tict and amount of fees
derived from construction or used b)� authority to secure
or pay on bonds
(GC 65974 amended) Contracts entered into or to be entered
into per a School Facilities Master. IZIlan administered by
Joifi:t4-Pbwers Authority per GC 6500
-4 -
provided determination of fees under school facilities
master plan cost and maximum building area per EC1770 0 et seq
apply and districts are required to have_on file and
actively ,pursue in good faith an_application . for eligibility
and actively pursue in good faith establishment of
cominunity capital facilities district or other permanent
financing mechanism to reduce or eliminate developer fees.
Land or fees after 9/1/86 not used subject to disposition
per code
Excess fees collected per GC�65995Cb). for construction of
schools under school facilities master plan shall not
advantage or disadvantage district app under Section 17700
C
(GC 65995, et seq is added) Except for dedication, fee or
both per GC 53080 or Chapter 4.7, section 65970 (
local agency leg body shall not levy any fee, charge,
dedication or other requirement for school construction
In no event shall fees exceed $1.50/sq, ft of covered or
enclosed space for residential; $.25/sq. ft of covered
or enclosed space for commercial or industrial.
No fee or charge or dedication against industrial or
commercial until schoolbDard makes finding that the location
and amount of land or amount of fee bears reasonable
relation and be limited to needs of the community for
elementary or high school facilites and be reasonable
related and limited to the need for schools caused by the
development
Question - What constitutes community?
What constitutes need caused by the development?
If the governing board can not make the findings
required, will the SAB agree and decrease the
match requirement accordingly?
Fee limits increased annuallyfor inflation in January by
SAB per index for Class B construction
Prohibition to collect other fees per (a) of this section
Legislature finds financing of schools to be a statewide
matter and preempts all local measures on school facilities
finance
Nothing prohibits or limits use of Chapter 2.5 GC 53311 et seq
for school financing for construction or reconstruction
(GC 65996 added) the following are considered the exclusive
methods of mitigating environmentaleffectsrelated to
adequacy of school facilities re: conditions for approval
of a development project defined by Section 65928 GC
GC 53311, et sect
GC 65970, et seq(
EC 15450, et seq
EC 17700, et seq
EC 17870, et seq
EC 17785, et seq
EC 39327, et seq
EC 42260, et seq
No public agency per PRC 21000 et seq_
or GC 66410
Question - Does this apply only to YRS schools? If so,
ones in existence or planned?
- (Add Section 14) Sections 1 to 21 operative only if SB 327
enacted and effective on 1/1/87 Note: Signed by Governor
September 18, 1986
Sections 2 and 19 of this act operative only if Green -Hughes
School Building Lease Purchase Bond Law of 1986 is passed
(Section 15 added) Reimbursements to local agencies and
school districts for mandated costs to come from Claims
Fund per usual restrictions
Delete language re: Legislative intent schools are local
infrastructureproblem
- Delete section EC 17717.5 as presently worded re: SAB
approval of 90% apportionments; 5 year plan requirement
Question Does that mean we no longer need a five year
plan, regardless of when Phase II or III approved?
building area limitations to state standard; description
of computing ada projections; increased allowable square
City of Lodi
Council Members
221 West Pine Street
Lodi, CA 95240
The Lodi Unified S(hool Disti�ct hereby requests the continued
collection of Development Fees in your jurisdictio!i. The District's
request is based on the number of "unhoused" studF:nts in each
elementary, middle and high school attendance area as shown on
Exhibits A and S in the 1986-1987 Development Fee Report.
An accounting of the District's expenditure of all, fundi to date
is contained in the Report.
Thank you for setting this matter for hearing. We will be pleased
WrTjd
Bodo uniirrii��
;�! s, �.L''tfYl `g b n• .:s- ��<c', / '��e J� •00,, �\q ��p��\ �r �: � �:
DEVELOPMENT FEE REPORT 3
-res
Al
44
-51
% � 7 � >> /{i ,fit' �!•,
.r
n
v�
�•ArAN
�
f'LZ s SLZ zz ) �� t
N� gE { 3, Js
I s a4 0 '' 1 ► �'
s 1986-87CV
NO
�_--- • - .
ROBERT BALL
FRANCES DERRICK
ANN JOHNSTON
JOHN UAiSULA
ADMINISTRATION
Ellerth E. -Larson, Superintendent
Tom Bandelin, Assistant Superintendent
Ronald Alsup Assistant Superintendent
Mary Joan Starr, Facility Planner
Joan Pipes Business Manager
Sam Swof`ord, Personnel Director `
Joan Jensen, Administrative Assistant
OF OVERCROWDING
The following details the conditions of overcrowding anticipated in the
coming school year and details the rationale behind the District's for-
mal declaration of impaction for the 1986-87 school year.
The projected Lodi Unified School District student enrollment for the
1986-87 school year is 19,954 students. This is a projected increase
of approximately 1,720 students over last year and does not take into
account any sudden influx of students which might occur as the result
of rapid residential construction within expanding areas within the
District.
Twenty-five percent (25%), or more importantly, 5,014 of the statisti-
cally projected number of students planned for arrival are considered
"unhoused," meaning that there are insufficient regular classrooms avail-
able in the coming school year in the District, thereby necessitating
the implementation of continued temporary student housing alternatives.
It is the District's plan to house regular, special education and pull-
out program students in the following manner during the 1986-87 school
year. l
474 permanent classrooms
??? "other" in -school spaces, i.e., storage areas, work rooms, offiges, etc.
"unofficially" used as classroom space
20 leased and District -owned trailers (does not include administrative trailers at
Washington School or other sites)
14 mini -school rooms and 13 maxi -school rooms in temporarily converted duplexes
plus 8 rooms in leased elementary school (SDA)
63 District -owned relocatable rooms
Both high schools will continue on extended day and Year RoundSchool
Schedule has ,been implemented at Creekside and HeritageElementary Schools _
with Parklane, Oakwood and Clairmont scheduled in 1987. 'The Board has ;indi-
cated all.new,.schools will'ope o n . RS;schedule uniess,detPrmine otherwise
at the':time'`of opening and all schools in the District may go ,YRS il necessa`ry
Based on the'.known extent of overcrowding,' the anticipated increa�� in
enrollment, and the known potential for all residential`'construction
activity within the impacted attendance areas of the Lodi Unified School
District, the following school"attendance -areas ai1e'considered impacted
for the purposes of requesting the continued imposition -and -collection
of development fees by local governments. A copy of the Board Resolution
listing the impacted schools for 1986-87 is set forth as Exhibit A in this
report. Enrollment projections and classroom loading are detailed by School
Attendance Area in Exhibit B.1
LODI UNIFIED SCHOOL DISTIRCT
IMPACTED SCHOOL ATTENDANCE AREAS
1986-1987
Lodi High School Attendance Area
Tokay High School Attendance Area
Liberty High School Attendance Area
Morada Middle School Attendance Area
Needham Middle School Attendance Area
Senior Elementary School Attendance Area
Woodbridge Middle School Attendance Area
Clairmont Elementary School Attendance Area
Clements Elementary School Attendance Area
Creekside Elementary School Attendance Area
Davis Elementary School Attendance Area
Elkhorn Elementary School Attendance Area
Henderson Elementary School Attendance Area
Heritage Elementary School Attendance Area
Houston Elementary School Attendance Area
Lakewood Elementary School Attendance Area
Lawrence Elementary School Attendance Area
Lockeford Elementary School Attendance Area
Leroy Nichols Elementary School Attendance Area
Oakwood Elementary School Attendnace Area
Parklane Elementary School Attendance Area
Reese Elementary School Attendance Area
Tokay Colony Elementary School Attendance Area
Vinewood Elementary School Attendance Area
Washington/DCH Flementary School Attendance Area
EXH113IT A
WHEREAS, students from new residential units in overcrowded attendance
areas cause an immediate need for classroom solutions; and
WHEREAS, Lodi Unified School District has considered ano acted upon such
options as (1) presentation to the voters of bond measures to provide
capital funds for permanent school housing, (2) temporary buildings, (3)
double sessions, (4) bussing, (5) school attendance boundary realignment,
(6) year-round school attendance, and (7) extended day--ograms (high
school);and
WHEREAS, there have been no developer provided facilities as defined in
Government Code Section 69578; and
WHEREAS, pursuant to Government Code Section 65578 the City of Lodi has
enacted Ordinance No. 1149, the City of Stockton has enacted Ordinance No.
3095-C.S., and the County of San Joaquin has enacted Ordinance No. 2574 to
assist school districts mitigating the impact of new home construction; and
WHEREAS, the aforementioned Ordinances require residential developers to
participate in the cost of interim solutions necessitated by the over-
crowding of existing classroom facilities due to new rasidential construc-
tion; and
WHEREAS, this Board has reviewed the content of the Development Fee Report
prepared by staff, copy of which is attached hereto, and has approved said
report for public distribution;
THEREFORE, IT IS HEREBY RESOLVED that the Lodi Unified School District declares
impaction W these school attendance areas affected by current and proposed
development plans, to wit:
Lodi High School AA (Attendance Area) Heritage Elementary School AA
Tokay High School AA Houston Elementary School AA
Liberty High School AA Lakewood Elementary School AA
Morada Middle School AA Lawrence Elementary School AA
Needham Middle School AA Lockeford Elementary School AA
Senior Elementary School AA Leroy Nichols Elementary School AA
Woodbridge Middle School AA Oakwood Elementary School AA
Clairmont Elementary School AA Parklane Elementary School AA
Clements Elementary SchooL AA Reese Elementary School AA
Creekside Elementary School AA Tokay Colony Elementary School AA
Davis Elementary School AA Vinewood Elementary School AA
Elkhorn Elementary School AA Washington/DCH Elementary School AA
Henderson Elementary School AA
BE IT FURTHER RESOLVED that the Superintendent be, and he hereby is directed
to transmit a certified copy of this resolution and the accompanying staff
report to the City Councils of Lodi and Stockton and the Board of Supervisors
of the County of San Joaquin for their consideration and concurrence:
PASSED AND ADOPTED this 2nd day of September, 1986, by the following vote
of the Board of Trustees, to wit:
EXHIBIT B
1986-87 DETERMINATION OF IMPACTION
-
PERMANENT CLASSROOMS
': STUDENT CAPACITY OF
::
SPACE UTILIZATION ::
INTERIMHOUSING'
PERMANENT CLASSROOMS
'
..
A
8
Ca
Cb
D
E
.. F
G
13
..
I " J ..
k
1.
,. M.', ...
Na
(2)
(1)
-
..
(3) Ext[e of ..
"
..
Add
NET
., Regular
Special
Net Student
Def lc lent ..
-
Minus
Minus
Perp.
.. Student
Program
Capacity of
::Projected
Student .: State
Leased or Mini/Maxi
beased
::Perm.
Add No.
Spec.
Program
.District
Owaed
Classrms
:: Capacity
Capacity
;drool:
.: 198b-87
Capacity .: [sase
OwneA
School
Reloca-
SCHOOL~ -
.:
CR.
P.M: K
Ed
Rooms
Relocatables
A+B-C+D
::Ex30 Stud.
CaXI2 Stud.
F + G
:.Enrolleant
H •I .: Port.
-Trailers -
-Rooms --tables
Lodi High School
..
67
0
- 2
3
9
68
:. 2040
24
2064:.
7777
2517 4••53`
5.
0'
0
- -5
Tokay Nigh School '.
..
69
0
4
3
3
64
:. 1920
48
1968
:.
2720 ; „Y9Si� ;.
17
-1
1
1
Liberty )li,h School
..
9
0
0
_
0
'4
13
:. 390
0
390
:.
654 % Y64"
0
0.
_
1
U
1lorada Middle School
-`------------------=----------------------`------I--`--
..
20
0
- 1
1:
3
21
:. 630
12
642
:.
6134 -'2`..
9
U
'0
-------
0}
Delta Sierra Riddle
0
0
A
0
0"-
0
0
0
0
":.
U
0.
0
-
Si.•nior Elementary (17)
31
0
3
3
3
28
:. 840
36
876
:.
887 a 1 ::
0
4
0
0
HWdbrtdge Riddle. l')
..
19
0
2
1
15
:: 450
36
486
::
509
2
- 1
'."-U
0
Needham Middle (4)
13
0
2
1
0
10
:. 300
24
324
:.
509 i$5 ::
8
1
J
0
---`-----------------'•_----.---__----------------------------------------------------------------------------------------------------
Clairmo.it/Clairmont Mini (5)::
12 0
2 '2
16
480 24 5C-"
.��.[.Mq....Ry ------------------------.----
983} 4i7B'.
6
.
2' 4 /
-lenient:, Elementary (6)
3
1
0
0
8
0
4
:. 120
0
120.
-. .
122 v kiC$
0
0
0
0
Creekside/Otto Drive (7)
:;
12
3
2
2
26
:: 780
24
804
":
1385 h $$'�
0
1
'':13
'0
Davis-.Llementary
20.
1
3
1
.15
U
17
:: 510
36
546
.:
623 4 w7
4-0'
,.
0
- 0
E)Khorn/Elkhorn Mini (8)
7
0
2
1
6.
10
300
24
324.:.
784 3 06D
7
2
8
0
-- ------------- -------------------------------------
--Henderson (9)
.3
0
0
----
0
-------------`------------------------------------------
0 _.
3
c. 90
0
---------
90
----
228 ,i:Ci�:'-.
- ---------------
_6
-
^-0^
_ 0
Heritage Elementary y
19
2
1
1
0
19
:: 570
12
582.::
853
f
Houston 1(-8 (10)
14
0
2
2
0
10
:. 300
24
324
:.
378 �# :.:
2
0
0
0
( Lakewood Elementary -
17
2
2
0
0
17
:. 510
24
534
:.
597 +$3:
1
0
0
0
Lawrence Elementary
7
2
2
0
0
7
:. 210
21
234
;.
g48 f,;<}4i 3
7
1
0
0
-----------------------------------------------`------------------------------------------------------------------------------------
r..R7Rrt;.,t.. ----------------
------
------
-..----
Live Oak Elementary -"
..
31
1
3
0
2
11
;. 330
36
366
::
341
0
0'
0
0
Lockeford Elementary (6)
::
7
0
0
I
2
8
:: 240
0
240
::
305 ..
1-
0
C
0
Dorothy Mahln.(11)
6
0
4
0
0
2
:. 60
48
108:
603:
0
0
0
0
Leroy Nichols
20
2
1
1
0
20
:: 600
12
612
::
767
4
1
U
2
Oakwood Elementary'(12)
5
1
1
0
7
10
:. 300
12
312:
691,-::
1
0
0
-----------------------------------------------------
Parklane Elementary
9
2
1
1
4
13
390
12
402
:.
723 3
11
0
0
0
Ray Elementary (13)
4
0
0
0
0
4
120
0
120:
0
0
0
0
.Reese Elementary (14)
:r
17
I
3
1
0
14
e. 420
36
456
:.
550 3 k:yo ,+14
3
1%.
'0
- 1
Tokay Colony Elementary
(15)::
4
0
0
0
2
6
:. 180
0
180
s
194 E S4tj
-
t.s.
0
0
D
0.
Turner Elementary
::
2
0
0
0
0
2
:: 60
0
60
:b
52
0
Or
0
'0 .:.,
-----.-------------`--------------
---------------
^-------------^_
--^-_7---
Victor Elementary
::
9
1
2.
0
0
8
240
24
.269
••
240 t .�,-� adz$:
0
0:
-:0
- 0 -;
"Vinevood Elementary"
..
18
2
0
-0
17
519
14
534:
602 f Mi;'4..
0
0i
-0
- 0
'Washington/DCH .(18)
::
20
1
7
-1
0
13
:: 390
84
474
::
476 -<Y,ay«fyeeu�•:
0
1::
-0
0-
..`------------------------------------------------------------------------------------------------------------------`
--------------
"--.TOTAL -
..
474-
21
55
27
69 -
476
:. 14280
660
14940
::
19954 , .;;5474,Y
111
20�:
.35
12
-------------------`-
------`---------------'----------------
----------------------------------------•-----------------------..::
------------------------
_
EXHIBIT B
(Continued)
NOTATIONS:
1) Includes all type of special education classes, i.e., English as a second language, learning disability, resource:specialists, .
etc. Rooms are deducted because they are loaded at less than 50% of the loading of a regular classroom, i.e., 12 students versus
30 students. This column is intended to include only permanent classrooms used for these classes. Column."B" is "pull610
program rooms. Children using these rooms are from a regular 30 -student class and therefore are accounted for in those columns.
There may be minor discrepancies between these figures and others used by the District due to scheduling modifications after Aata
compilation.
2) Thirty students is used as a multiplier. Actual loading may vary with conditions and contractual agreements.
3) These are locally generated enrollment projections, calculated for the purposes of classroom planning. There may be some
deviation from tho:a done.by Office of Local Assistance due to varying considerations.
4) Thirty Parklane Attendance Area students will attend Senior Elementary rather than Morada.
5') Students from Senior Elementary are attending Morada to relieve overcrowding.
6) Two permanent classrooms are undersized and loaded at 1/2 capacity.
7) Grade 7 and 8 students from portions of Elkhorn and Oakwood areas will be housed at Needham until construction of the new
elta Sierra Middle School in North Stockton. Needham kindergartners attend Nichols and grades 1-6 attend Vinewood. 'Middle
school overflow will be sent to Woodbridge or Senior Elementary.
8) Fox Creek area grades K-6 will attend Clairmont. Overflow students will attend Tokay Colony, Live Oak and Davis.
9) Grades 2-6 go to Lockeford and K-1 to Clements.
10) Grade 6 from Oakwood attends Otto Drive School. Otto Drive will be used for overflow from Elkhorn and Oakwood.
11) Includes Elkhorn Mini School. Students from old Venice King Island attendance area go to Elkhorn.
v'` 12) Henderson .will house one class each of grades 3-6 from the Parklane attendance area. Henderson attendance area students
attend Vinewood.
13) Houston is a grade 1-8 school with 7th and 8th grade students from Lockeford/Clements area.
14) Mahin houses only special education students.
15) Grades 1-5 from Oakwood attendance area attend Oakwood with Stonewood Subdivision kindergartners also attending Oakwood.
Western Valley and Davis Oaks Subdivision kindergartners attend Elkhorn Mini. Grade 6 from Oakwood attendance area attend
Otto Drive (4 classes).
16) Grades K-3 attend Ray and grades 4-6 attend Turner.
17) Reese, Otto Drive and Tokay Colony will be overflow schools for other attendance areas, (i.e., Elkhorn, Heritage, Lakewood,.
Nichols, Oakwood, Davis, Vinewood and Parklane) and projection reflects overflow anticipated based an 1985-86 enrollment count.
18) Grades K-6 attend Tokay Colony.
- 19) The Development Center for the Handicapped at Washington School houses +50 special education students.
20) There are 4 kindergarten rooms with sessions equaling 8 loadings for Elkhorn Min: and 4 rooms with 3 first grades and 4
Kindergarten sessions at Clairmont Mini.
21) Two relocatables are used for a cafeteria and library.
22) Two trailers are used for administration facilities.
Note: a) Generally ,the attendance area and the school are the same; however, in certain situations (as noted above) students
from one attendance area may be attending a school in another area or areas have been combined: This has. been taken
into account in the figure in Column I.
b) There may also be interim housing in the permanent facilities, i.e., in closets, offices, etc., and double sessions.
c) Heritage and Creekside are presently on Year -Round School; others will be placed on Year-Round.5chool in the: -future:
ALLOCATION OF DEVELOPMEN'1" FEES
The location and amount of land to be dedicated or the
amount of fees to be paid, or both, shall bear a reason-
able relationship and will be limited to the needs of the
community for interim elementary or high school facilities
and shall be reasonably related and limited to the need
for schools caused by the development...
Based on the District's desire to use the Fees only in the manner
intended by the implementing legislation and the local ordinance's,
assumptions and qualifiers were first developed in 1982 to guide in
the allocation of Development Fees. With minor modifications, these
same assumptions were used in the allocation of Development Fees in
the ensuing years. The Assumptions and Qualifiers are detailed in
Exhibit C.
Attendance Areas
Elementary, Middle and Nigh School Attendance Areas and specif is
schools serving each City subdivision paying fees in 1985-86 are
listed below. All County fees were accounted for permit by permit;
therefore, attendance areas for County developments are listed as
coming from individual builders. All attendance area information
was obtained from the District's annual publication, which is avail-
able from the Office of the Assistant', Superintendent, Elementary
Education, with some modification as staffing and enrollment figures
developed.
Allocation of Development Fees
The basis upon which Development Fees are used for payment of interim
housing expenditures is detailed in the introductory portion of this
section of the report. It is reiterated that the District uses
the most stringent interpretation of the State Code and implementing
ordinances and directives in the allocation of.Development Fees. At
the present time Development Fees are used exclusively for the lease
and setup of portables and trailers, and the mini -maxi school leases
(by special legislation). Revenue collected from developers under an
agreement with the District may be used for non -interim housing, i.e.
at new schools; however, fres collected by agreement were generally
not used for permanent facilities this year. It is anticipated that
future fees will be encumbered for non -interim housing.
Expenditures
Exhibit F details the Development Fee revenue received and the expendi-
tures "paid" during the 1985-86 Fiscal Year. Based on the allocation of
revenue, $515,864 for qualifying expenditures was elibible for transfer
into the General Fund at the end of 1985-86 Fiscal Year for expenses
actually incurred during that fiscal year.
As in past years, all interim housing costs were budgeted as a General
Fund expenditure and payments were made from the General Fund. This is
done to be sure that there is sufficient income to cover the expenditures.
Development Fees are an unpredictable revenue source. At the end of each
year all expenditures are accounted for "by`school and matched with revenue
from subdivisions and developments in the area. A lump sum amount is then
transferred to the General Fund. In anticipation of this transfer, an
amount of Development Fee revenue was considered in the budget in 1982-83
1983-84; 1984-85; 1985-86; and will be included in the 1986-87 budget.
Development Fees have become an important source of revenue for the pro-
vision of interim classroom space.
The 1985-86 Fiscal Year began with a carry-over of $83,040 in "unpaid"
expenditures in five attendance areas.Expenditures during the year
totaled $556,271 as detailed in Exhibits G & H. A total of $515,864 in
qualifying expenditures were "paid" by Development Fee Revenue at the end
of the 'iscal year. This amount was transferred into the General Fund at
that time and appears in the ending balance. This information is summarized
in table on page 14. A comprehensive summary of Development Fee Revenue
and Expenditures by jurisdiction is contained in Exhibits H, I, and J.
EXHIBIT C
ASSUMPTIONS AND QUALIFIERS
1. Allocations are made on a fiscal year basis. The starting date for allocation
was Fiscal Year 1979-80.
2. Based on a 1980 change in the definition of interim, a State Attorney General
Opinion 79-625 (October 16, 1979), and the advice of County Counsel, the expenses
of Otto Drive Maxi School and the two mini schools were not considered eligible, and
did not appear in any totals in reports for 1982-83 (except Elkhorn set-up, which
predated the code change). In 1983, AB -1645 was signed into law, permitting Lodi
Unified to use development fees for the payment of mini/maxi school leases.
3) Consistent with Government Code Section 65974, all expenditures must be related
to the impacted attendance area containing the contributing residential develop-
ment. Expenditures by school were "credited" on the basis of the District's
Declaration of Impaction Report and the Board formula. Non -impacted schools are
not considered eligible.
4. Development fees are used to cover expenditures at schools outside of the attendance
area containing the generatinq residential development, if that is the overflow
school for that attendance area. For example, Lodi High School takes the overflow
from Tokay High School; Morada is taking overflow from Senior Elementary; Woodbridge
is taking overflow from Senior Elementary and Needham; Lakewood, Reese, Washington,
Vinewood, Henderson, Live Oak, Tokay Colony, Creekside and Otto Drive receive over-
flow from Davis, Oakwood, Clairmont, Parklane, Elkhorn, Heritage and Nichols.
5. In those attendance areas with several schools (specifically Elkhorn), it is recognized
that the impact of any specific development is on the entire attendance area, there-
fore, expenditures made for any school in the attendance area are considered re-
lative to any paying development built in the attendance area.
6. "Unpaid" or "unrecovered" expenditures made in the first couple of years were not
carried to the next year. However, it has been determined that it is reasonable
to carry expenditures, as well as revenue, forward from one year to the next based
on the rationale that the District may provide interim housing in advance of the
development fee income and the arrival of the students from the subject development(s).
7. "Unspent" faes or "unexpendable" revenue received in any given year is carried from
year to year for future expenditure on the basis that the need for interim facilities
to serve children from the related developments may not arrive at the schools until
sometime after the revenue is collected. This is the companion condition to that
discussed above.
8. Interest is applied only to qualifying expenditures and not for any other District
purpose, although that may technically be possible. It is felt that the only proper
use of interest is in the manner ascribed since a portion of the interest is earned
while the fees are still in City and County accounts.
9.
10.
Leased trailers financed directly or indirectly by the. General Fund are included in
the expenditures. Students housed in leased trailers are substantially from the
attendance area of the school where they are located, or, as in the case of Reese,
from overflow from other attendance areas. (See Exhibit D)
At the present time, interim housing expenditures are budgeted from the District's
general fund at the beginning of each fiscal year. At the end of the fiscal year
development fee revenue is allocated to the various expenditures based on Lhe above
and a. lump sum is transferred from the Development Fee Fund to the General Fund,
where it appears in the ending balance. At the beginning of the fiscal year an
anticipated sum may be transferred in advance through the budget process. The
amount is based on a conservative projection of fees to be received relative to
qualifying expenditures. This procedure is presently to facilitate cost -accounting.
EXHIBIT D
SCHOOL ATTENDANCE AREAS 3Y SUBDIVISION
1985--1986
w.
"
ELEMENTARY- SCHOOL
Hi H,:SCHOOLSUBDIVhSION%
JURISDICTION`
ATTENDANCE AREA
ATTENDANCE AREA
ATTENDANCE..AREA
LODI
AARON TERRACE
VINEWOOD
SR. ELEMENTARY
LODI
HIGH
ADOBE CT.
NICHOLS
SR._ELEMENTARY
TOKAY
HIGH
BECKMAN RANCH
NICHOLS
SR. ELEMENTARY
TOKAY
HIGH
BURGUNDY VILLAGE
HERITAGE
SR. ELEMENTARY
TOKAY
HIGH
IRIS DRIVE
VINEWOOD
SR. ELEMENTARY
LODI
HIGH
LAKESHORE VILLAGE
VINEWOOD (RURAL)
SR. ELEMENTARY
TOKAY
HIGH
*LODI PARK WEST
REESE
WOODBRIDGE
LODI
HIGH
*MEADOWS
VINEWOOD
SR. ELEMENTARY
TOKAY
HIGH
*MILLSWOOD
REESE
WOODBRIDGE
LODI
HIGH
*NOMA RANCH
HERITAGE
SR. ELEMENTARY
TOKAY
HIGH
PALOMAR DRIVE
REESE
WOODBRIDGE
LODI
HIGH
PINEWOOD
REESE
WOODBRIDGE
LODI
HIGH
PIONEER PLACE
LAWRENCE
WOODBRIDGE
LODI
HIGH
*RIVERGATE PLACE #1
LAKEWOOD
WOODBRIDGE
LODI
NIGH
RIVERGATE PLACE #2
LAKEWOOD
WOODBRIDGE
LODI
HIGH
STONETREE
HERITAGE
SR. ELEMENTARY
TOKAY
HIGH
SUMMERFIELD
NICHOLS
SR. ELEMENTARY
TOKAY
HIGH
SUNWEST NO. 4
VINEWOOD
SR. ELEMENTARY
LODI
HIGH
*TANDY RANCH
HERITAGE
SR. ELEMENTARY
TOKAY
HIGH
.*WAGNER HEIGHTS
ELKHORN
NEEDHAM
TOKAY
HIGH
*WHISPERING OAKS
(Lobaugh Meadows)
VINEWOOD
SR. ELEMENTARY
WILLOW COURT
LAKEWOOD
WOODBRIDGE
LODI
HIGH
WINDJAMMER COURT
VINEWOOD (RURAL)
SR. ELEMENTARY
TOKAY
HIGH
WINCHESTER ACRES
NICHOLS
SR. ELEMENTARY
TOKAY
HIGH
WOODLAKE NORTH
LAKEWOOD
WOODBRIDGE
LOD,I
HIGH
INDIVIDUAL BUILDERS
- NICHOLS
SR. ELEMENTARY
TOKAY
HIGH
INDIVIDUAL BUILDERS
LAKEWOOD
WOODBRIDGE
ILODI
HIGH
INDIVIDUAL BUILDERS
VINEWOOD
SR. ELEMENTARY
LODI
HIGH
INDIVIDUAL` BUILDERS
HERITAGE
SR. ELEMENTARY''
LODI
HIGH
-10-
STOCKTON
ELKHORN
NEEDHAM
TOKAY
HIGH
BEAR CREEK
OAKWOOD/OTTO DR.
NEEDHAM
TOKAY
HIGH
CLAIRMONT -
CLAIRMONT/MINI/
NEEDHAM
TOKAY
HIGH
PALOMA PARK ESTATES
HENDERSON
MORADA
TOKAY
HIGH
CLAIRMONT PLACE
CLAIRMONT/MINI/
SR. ELEMENTARY
TOKAY
HIGH
SUSSEX GARDENS
HENDERSON
MORADA
TOKAY
HIGH
COLONIAL ESTATES N.
ELKHORN MINI/OTTO
TOKAY
HIGH
SAN JOAQUIN COUNTY
DR./CREEKSIDE.
SR. ELEMENTARY.,
TOKAY
HIGH
COLONIAL WEST
ELKHORN/ELKHORN
LODI
HIGH
RIVER MEADOWS
LAKEWOOD
MINI
NEEDHAM
TOKAY
HIGH
DON AVENUE
ELKHORN/MINI
NEEDHAM
TOKAY
HIGH
FALCON CREST
HOUSTON
LODI
HIGH
INDIVIDUAL BUILDERS
(MARINER'S OR.)
ELKHORN
SR. ELEMENTARY
TOKAY
HIGH
*JOAQUIN MURIETTA
ELKHORN
NEEDHAM
TOKAY
HIGH
LANDING, THE
ELKHORN
SR. ELEMENTARY
TOKAY
HIGH
LIANNA CT.
ELKHORN
NEEDHAM
TOKAY
HIGH
PALOMA PARK ESTATES
PARKLANE
SR. ELEMENTARY
LODI
HIGH
STONEWOOD ESTATES
ELKHORN/MINI
SR. ELEMENTARY
TOKAY
HIGH
SUSSEX GARDENS
ELKHORN/ELKHORN MINI NEEDHAM
TOKAY
HIGH
WESTERN VALLEY
ELKHORN
NEEDHAM
TOKAY
HIGH
SAN JOAQUIN COUNTY
COUNTRY VIEW ESTATES
LAKEWOOD
WOODBRIDGE
LODI
HIGH
RIVER MEADOWS
LAKEWOOD
WOODBRIDGE
LODI
HIGH
*WOODBRIDGE GREENS
LAKEWOOD
WOODBRIDGE
LODI
HIGH
INDIVIDUAL BUILDERS
LOCKEFORD/CLEMENTS
HOUSTON
LODI
HIGH
INDIVIDUAL BUILDERS
LIVE OAK
MORADA
TOKAY
HIGH
INDIVIDUAL BUILDERS
ELKHORN
NEEDHAM
TOKAY
HIGH.
INDIVIDUAL BUILDERS
TOKAY COLONY
MORADA
TOKAY
HIGH
HENDERSO
EXPENDITURES
Total Expenditures for 1985-1986 $ 556,271
Expenditures Forward from 1984-1985 83,040
Total Expenditures 639,311
Expenditures Paid with Development Fees 515,864
Expenditures "Unpaid ,3 $ 123,447
"In -Lieu" Agreements
There are presently 15 in -lieu agreements operative, including one
for partial payment. of the Clairmont School Site, as listed on page
14. The District continues to encourage all residential developers
to enter into an agreement because of the added flexibility provided
the District. Fees collected solely as a result of the SB 201 Ordinance
may be used only for interim facilities, whereas fees collected through
an agreement may be used for long-term housing needs, as well. At pre-
sent the District is using all fees for interim housing; however, it
anticipated that some fees will be encumbered in the future for application
towards more permanent housing.
The District is also continuing to review dedication of school sites in
lieu of fee payment.
3The $123,447 in "unpaid" expenditures will be "paid" during the
1986-1987 Fiscal Year from the Balance of $416,298. In addition, the
remaining balance will be encumbered for expenditures on the 3 new
State lease portables; for new District lease portables; for existing
leased facilities and other trailer/portable moves and set-up costs.
-13
Vii_.
SUMMARY OF DEVELOPMENT FEE REVENUE AND
EXPENDITURES
JULY 1985 - JUNE 1986
REVENUE
s
Revenue Received 1985-1986
$ 539;989
Revenue Forward from 1984-1985
392,173
Total Revenue Available 1985-1986
932,162
Revenue Transferred 1985-1986
515,864
Total. Balance Forward to 1986-1987
$ 416,298
EXPENDITURES
Total Expenditures for 1985-1986 $ 556,271
Expenditures Forward from 1984-1985 83,040
Total Expenditures 639,311
Expenditures Paid with Development Fees 515,864
Expenditures "Unpaid ,3 $ 123,447
"In -Lieu" Agreements
There are presently 15 in -lieu agreements operative, including one
for partial payment. of the Clairmont School Site, as listed on page
14. The District continues to encourage all residential developers
to enter into an agreement because of the added flexibility provided
the District. Fees collected solely as a result of the SB 201 Ordinance
may be used only for interim facilities, whereas fees collected through
an agreement may be used for long-term housing needs, as well. At pre-
sent the District is using all fees for interim housing; however, it
anticipated that some fees will be encumbered in the future for application
towards more permanent housing.
The District is also continuing to review dedication of school sites in
lieu of fee payment.
3The $123,447 in "unpaid" expenditures will be "paid" during the
1986-1987 Fiscal Year from the Balance of $416,298. In addition, the
remaining balance will be encumbered for expenditures on the 3 new
State lease portables; for new District lease portables; for existing
leased facilities and other trailer/portable moves and set-up costs.
-13
DEVELOPMENT FEE`AGREEMEiVTS
JULY, 1986
Filley Ranch (Sun West #4) - Lodi
Barnett -Range (Fox Creek 11 & 12) - Stockton
Lobaugh (Lobaugh Meadows Annexation) - Lodi
Joaquin Murietta - Stockton
Barnett -Range (Clairmont) - Stockton
(Clairmont School Site in lieu of fees)
Tandy Ranch'- Lodi
Johnson Ranch - Lodi
210,815
30,400
70280
122,610
Rivergate Place Unit #1 - Lodi 3,800
Wagner Heights/Wagner Oaks - Stockton
oo�
r
c
e
�e
Ir
I!!!i
XiI
'Y=C
0
o�aiil+l
I��
1
_�_._1
�=__
�
E"
i I I:-
I--
p s
I
. s
N
C) N
_
..........................
i8
co -0s 3
R.x
N
coo
{
�l i'
'II
EXHIBIT F
LODI UNIFIED SCHOOL DISTRICT
DEVELOPMENT FEE REVENUE/EXPENDITURE ACCOUNT FORM
FOR PERIOD JULY) 1985 - JUNE; 1986
(Continued)
.
-DAMI
IXVWX r
Y41[A7n
USE Two t L scm I ' W=- tail wiMl
01'70 a./ t
/71/314104
1 , X. "WAL- - -
DAVIS OLt)D T/fi ltA4D10tD .4 WMC4 :I/atla4Dt Y1014i QlSm0D FAMIKI.W t .W= .6111MI1474taCKPOOm. I
rn x490'[
Si
S=IVID
I1f3-44
1
)g14A4 `t
Kim I VIGN
0451 I YD0H7}Y IWdf YSW DI.6 1 fxltY:4 l /MIMI t
13 ',111 x
t
.KDOam7M+,.T"il
i
t
1,744 1 17,730 1 t.
Roruvm
- Ot:V[11TOIT
),),I11
)51,171 I
SI.71T t 14,171 t
I �I A4N I
4.f]5 t 11,-1-1.7y, 0,000 I ',011 t 11.715 + 4,%{ t 41,301 ,
14,149 1
.5,110 ,
4,000 , )1,0)4 1 17,000 +
4.3]7 t ball t 14,4)4 t 1,000 + 71.140 t 47,114 t Il,%! t 't1.7n I
-0.333 i-!%.771 t IaM�
YTA1 Cx=
I'm
0 I
t �I 1,000 t
1.300 t t
7.m0 I 0
CY.AliOR
4.500
0 1
4.540 t
0.340 a O
M1xIt4r! I4ACS
61000
0 t
t
000 t 1.100 t
{,000 I O
cDuuu,L 6TAT6 t.
.40.400
14.4]( t
%,,so
71
tDL017K YKT
0
D011 AYD704
1,6400
1
t.4M
-
3.440 0
?"am-
lYuirr'i Dr.)
I,Ho
0
SAO
- 0
-JOA"
IQ0I4 40L1ETU
4,140
1.140 t
, ,
--••----��
,, 7.137 I t t t^-
t I
t t I 1
)
, 4 1
1,737 4.90 -
;
1LDTN., as
1.)
0 1
t
1
t t i t 1
1 1
1 1 1 I
1 13.400
YAIfY Co.
1.400
0 1
Y f.4tD I
1 t
1 t
�
t • t
9,400 t O
•,laam4a>o 7763763
37.x30
D ,
4.400 I
'• t
,
.
s,1Df t 78,730
-
t11T13110 Y117iT400
O t
1
300
/ t
400 4 O-
7'►{L11L !430 IBTA77$
1,440
t
I , 1 1 t
4 1,4401 t
--I -. 0.440 4 - O - -
'�1
-
A6S7I GIDOK
400
t
t
1 I t 400 I t
-,,I"
t
I 1
1 1
1
- t -- '- 400 1 O
D1771ILY'T
7.13s
1
I 1
t , ) t l
�^•-1
t 1 1
s
- t -' 7.170 l 0-
t��t
1
I1
1 1 t
1 t 1
tom•'-^•
I t
- 1 ^t
,
1 t t I 1
I+^��•I
i i
lAlt JOI1000. aiAtTT
- Wm17YY Yf711 67ATII
14.540
31,477 1
11.415 t t
�i t 4,710 S
1
1 t
, t 1 t
;
t 4 I
- I. 14.713 4 79.447 -
t�^^I
Icy! I t 1
i
1 t
t t i t
1 a 1
4 l
arm 7fiDC51$
4.440
4,760 l
17,00.7
t
4 37.007 i 140
t
! t
i
t 1 a t 1
I l^^�^+�I`•t.
- .'IU004D
4
o1
14,30047
LOCIVm/mom/ti
![1167011/177D1 4164
c,7a
o f
i i
t 4,6417 1 , t 1 t
t 1
, t t 1.160 1
1 t
t s.»7 1 763.
LTYL CALIWAA0A/
1 I^�-t
t i 1 i , t
1^'^ter
I t ; , 1
, , •
1 1
?wT YIDS
4,4110
4,440
t:- 4,000) O
t
t r 1 J 1 i
t -r-1
t
101A! MIDI
130
0 t
t 1
t
P 1 7410 , 1 r
1 ,
t i
1 l
- - l-. Two O -
'1LSAT /MCfAM
OY
SA1 RICK SIOI
730
O l
t t
I P 7h t t
t
[ t
t /- t-��
1 -� 1p 4 0 -
YlCi04/IIOpJIO,/V43
11140
0 1
i I
740 ,
i 1 I 1
I t t
t X710 t
lA/DOOD/147TDYU10T/
1,140
O
^_I
0VI4/IIORA04/1.4
140
0 1
t
4 % 7Y0 t' t 1
1 1
I I 1
1 t-
1
341
0 t
I 1
I / I I 101
1
1 I 440 t I
1 1- - 1-
. 1-- _ Nl \ 0- -
- 70 OS CIAO045m
7,Ib
O r^!•
t
�
l
I
t t- \
T- 0 1 7.140 _
LNTV= U® ACCT
41,'4
1 t
1 ` 1 41.'4 +
I
1 t t
_
-t 41,144 t- 0
' 70TAL RSVONL'
141,375
711,11)-
Icy ,
�`�^•�;
; t
t a 1 t
t t
1
ToMxt. Qwmnl Ifi
ZZPMITWtX4:
41.177 t 74.631
4,070 i 3.117 37.430 74,011 31.1» i 4,%1 54,)n i
11
%,lm i
0 37.074 17.000
0.317 1 1.637 t 63.470 . TASK . 71.740 1
7.164 1 77.060 t U.75I 1
- 17.119 t--513.04 1 -
- -
13.130 0 1 O l 4 t l
0�
11,1401 O t O t
v O I 0� O t O'
t ,347 t 13,465 - 0 i
t
xl t- 777.141 t
.14.4311
'
Nf:VENUE WX'EIVEU JULY 1985 TURD JUNE. 1986:
'"41, 1 I
EXPENDITURES 1985-1986
- S56,771
- - -
F�
NE.VEJ111E CARRIED FORWARD f'URM PRIOR YEARS:
1.17,171
UNPAID EXPENSES FORWARD FROM. PRIOR YEAAS - 8�0-
1
-
TU7TAL REVENUE
914, SD1
TOTAL EXPENDITURES
639,311
-
- -- - -
LI: S AMOUNT COLLIX7ED IN ERROR FROM CUUN'tY
),140
QUALIFYING EXPENDITURES
515,864
LESS QUALIFYING EXPENDITURES 515,861
UNPAID EXPENSES FORWARD - - - 113,447
.IALANCE FORWARD 116,798 -
LODI UNIFIED SCHOOL DISTRICT
INTERIM HOUSING EXPENDITURES
1985 - 1986
EXHIBIT G
WD(r lDIS`mICI-ST. Ls.-tmms I TERM Or 3 AMOUNT SETUP i rns LEASES Sue
sm NO. sLEAM , PORT. :TRIPS sOrNzms LESSOR z LEASE I pm YEAR COSTS ms-" i ?OTAL i TOTAL
NORT" SCHOOL :230 K. ORANGE
::1392
:7/22/35-6130/87
6,3%.00 894.00
1
smORILE MAlt ODUL I
-7/1/95-6/30/86 t
4,123.80, 1
4,123.$0
4,124
CIRIM.
LA
s 2202/2203
1
t
I :AIADDIN PKP. MGMT.
sCHINO MARK (STEE1CARD).7/3/85-7/3/88 z
7,800.33: t
7,801.00
7,901
0
CLAIRMONT
:25/16126-
25/16113
6
s
-ST. Or CALIF.
sil/4!85-11/4/36 s
12,000.00 8,674.03 z
2,307.00
10,981
4,000
CLAIRMONT.
KlXI-SCWOL
:25/1612"
TOM HOOKS
4 s
4 -Z&RWET2'-R&l=
%7/2/77-6/30/86
19,200.00
19,200.00
19,200
42,106
me
:S1832
S
I
SwZMM-S WHILE Crr. 11/4/54-6/30/86
3,180.00 , z
3,180.00
1,190
25/16125
1 s
t
;ST. or 012r-
1985-"
0
2,000-00 s
2,000
0 -
3,180
DAVIS
2,000
UZI RICH
4
2 z
;ST. Or CALIFORNIA
:1985-86 x
8,000.00 1
8,000.00
8,000
13,6WWO
lU
11.:84-205 t
I 1
3
:cmiNo mw (Dou2no a0n6/84-10/16/88:
7,844-00
7,644.00
7,9"
ELXNWM
:#430
:11," 09 317ABM:
I t
1
:ALLSPACZ LZhSnZ
:1965-86
4,261.50
4,261.50
4,262
:25/16103/10
z
6
IST. Or CALIF.
=1985-86 x
12,000.00 z s
12,000.00
1.2,000
:25/16127-
x
1
-ST. Or CALIF.
:1986-
y
2,000.00 4,060.00
1,134.36
5.214
58,727
MORADA
hlMl-SCHWL
t
s
4 -9= COWT. CO.
x6/15/79-6/30/86 t
15,600.00 a
15A00.W x
15,600 %
37,076
.25/26100
4
:ST. OF CALIF.
:1985-86
8,00D.00 -
8,000.00
8,000
19,000
samem'"
225/16111
6 x
1
ssr. or CALIF.
I"s-m I
12,000.00 s
12,000.00 t
22,000
12,000,
MERITAG9
:0061 622
1 -
:ALIM%CE LEASING
-1995-66
4,261.20
4,261.20
4,261
.*CO.3 15
s x
s
i t
sALLEPACt LEASING.
.1965-86 s
4,261.20 3 s
4,261.30 r
4,261
8,522
80057,00
225116134-
3
1
sr. or CALIF.
11/4/85-11/4/96
4,000.00 3,222.00 s
1'99S.00 s
5,217 z
5,217
:2198/2199
1
-1
:CHINO BANK (STEaA3ARD):7/3/85-713/88
7,900-33 :
7,800-00
7,800
LUXEMM
2S/16128.
2
-ST. Of CALIF.
:ST. or CALIF.
;IIWS5-1114/�96
2,000.00 z 916.00
016.52 I
1,633
1,633
NORT" SCHOOL :230 K. ORANGE
I :GARY BRANDT
:7/22/35-6130/87
6,3%.00 894.00
6,035.00
6,979
6,929
mium SCHOOL
1
0
3
I :AIADDIN PKP. MGMT.
:10/l/80--6/30/86
5,100.00
5,100.00
5,100
0
418 S. Cbtxrctk
25/16113
i
3 1
157. OF CALIF-
.19M--66
6,000.00 s
6,000.00 s
4,000
1,362.15
6,237
:25/1612"
TOM HOOKS
4 s
-ST. or CALIF.
:II/4/85-W4/34 1
8,000.00 8,644.80 s
4,033.00 t
12,678
18,678
25/16125
1 s
t
;ST. or 012r-
1985-"
2,000.00
2,000-00 s
2,000
0
2,000
UZI RICH
:L"3--97-01
2 z
:CHINO VAIJM &AHK
-.7/3/85-1/3/98
13,688.00
13,6WWO
lU
11.:84-205 t
I 1
3
:cmiNo mw (Dou2no a0n6/84-10/16/88:
7,844-00
7,644.00
7,9"
:11," 09 317ABM:
I t
-CHDo BANK (DOUMIX) :2/19/85-2/19/89 i
28,3116.50 233.00
211,316.00
26,549
:25/16122
3
-ST. Or CALIF.
:1985-86
4,000.00
4,000.00
4,ODO -
:25/16124*
3
:ST. OF CALIF.
:1986-
y
6,000-00 2,574.60
2.071.44 x
4,6" t
58,727
MORADA
:25/16121
5
:ST. Or CALIF.
:1985-86
10,000.00 z,
10,000.00 1
I0,000 -
.25/26100
4
:ST. OF CALIF.
:1985-86
8,00D.00 -
8,000.00
8,000
19,000
NEEDHAM
:KISRV 002
1
:ALLSPACE LEASING
-1965-86
4,388.40
4.388.40
4,388
NEEDKW
:DEL 2-18-86
1
-
2,623.00 .
1,000.00
3,623
-25/16116
a16,000
-ST. Or CALIF-
1"5-86
16,000.00 - :
I6.000.00
24,011
NICHOLS
8433
1
V :ALLSPACE LEASING
:1985-86
4,261." -
4,261.20
4,261
:2198/2199
1
:CHINO BANK (STEaA3ARD):7/3/85-713/88
7,900-33 :
7,800-00
7,800
.-25/16117
2
-ST. Of CALIF.
:1985-e6
4,000.00 -
4,000.30
4,OOD
:25/161320
2 x
:Sr. OF CALIF.
-11,4/85-13/4/86,
4,000.00 . 3.162.00
2,017.00
5,179
21,240
9
:ST. Or CALIF.
-1985-96
18,000.00
18,000.00
19,000
.21/16102
8
-ST. OF CALIF-
:1995-86 z
16,000.00
16,000.00
16,000
:25/16131-
I x
:ST. Or CALIF.
.11/4185-1114/86
2,000.00 4,239.60
622.00
5,062
181391
s
I
:WHILE NODULAR CORP. :1985-86
3,912.64
3,912.64
3,913
42,974
a :B= CONST. CO.
.1-12/06
93,000.00
93.000.00
93.000
0
"'OOOL
PANKLAM
:25/16119ST.
OF CALIF.
1985--06
4,000.00
4,000.00
4,000
:25/1610 1
OF CALIF
11 :19 5-06
16,000.00
16,000
16.000
:25/16132-
:ST. Of CALIF.
z
2,000.00 2,767.50
997:0'0
3:765
J3,76S
I
-ALLSPACZ LEASING
:1985-86
4.261.20:
4,261.20
4,261
1200/2301
:CHINO BANK (STEEIr"):7/3/85-7/3/88
1:600 34
7,800.00
7,800
:25/16133-
1 z
:Sr. Of CALIF.
i31/4/85-11/4-86
2,000.00 282-00
940.00
1,230
13,290
I
-&LLSPAa RASING
:1985-56
4,388.40
4,388.40
4,388
0M296
I
:ALE --PX-, LEASING
1985-86
4,261.20
4.261.20
4,2151
.773
------------
1
ALLSPACZ LEASING
:1/13/86-6/30/87
3,816.00 2,379.00 -
2, L00.00
4,479 .
13,129
TOKAY HIGH
--------
-60SI 512
1
sALtSPACZ LEASING
1985-66
3,625.20
3,625.20
3,615
I 11-m-m-316ABCD:
I
:CHINO, &kNK (DOUMK) :2/19/85-2/19/89
28,326.50 233.00
28,316.00 x.
33,549
125/16104
a t
-.Sr. Or CALIF.
1965-86
16,000.00
16,000.00 .
16,000
.25/16123
6
:ST. Or CALIF.
.1985-86
12,000.00
12,000.00
12,000
-25/ 1
16 25.
3
:ST. Of CALIF.
:1906-
6,000.00 :14,220.00
1,907.04
26,127
76,301
:9435
1
-ALLSP-It LXASIW.
I -.M3 -e6
3,752.40:
3.752.40
3,752
41393
1
:1O61L-- MODULAR
:1985-86
4,024.43 : 5,355.00
4,024.00
9,379
13,13L
XOODMRIDGZ
-25/16106
2 x
:ST. Of CALIT-
;1965-86
4,000.00:
4,000-00 .
4,000
59434
z
1 s
:AL.SPACZ LZ%SING
:1985-66
4,261.20 -
4,261-20 :
4,261
9,26L
NORT" SCHOOL :230 K. ORANGE
I :GARY BRANDT
:7/22/35-6130/87
6,3%.00 894.00
6,035.00
6,979
6,929
mium SCHOOL
0 c
0
voc. ED, Corm 2418 S. CHOACH
I :AIADDIN PKP. MGMT.
:10/l/80--6/30/86
5,100.00
5,100.00
5,100
5,100
418 S. Cbtxrctk
pmcSCHOm FM HMIC&P-IST.CONG. CHURCH:
I -IST.CONG.CHURCR
1,300.00 4,875.00 x
1,362.15
6,237
6,237
TOM HOOKS
8 109 17 19
525,202 69,275
493,234
562,509
562,509
EXHIBIT H
DEVELOPMENT FEES
TOTAL REVENUE-ANDEXPENDITURES
CITY OF LODI
•_.
TOTAL AMOUNT
-
.. -.
-.
5,600
COLLWTHD
SCHOOLS 6 ANDD M
TOTAL B LANCL 01, UNUSED
SUBDIVISION.
1979-1986
or YOW)S QPENDED
AMOUNT SPW DLWiOW®R rm -
Aaron Terrace race
,
nor Ef_
,
Adobe rt
16,WO
Senior El
4,261 16,000
Nichols
600
R....1
000 -
- Senior E1, Tokay High
NSUols
6.739
Reckm4n Reach
70,800
Nichols
Tokay High -.
25,011 70,800
40,100
Reese.
4,792
Nichols,, Senior E1,
41,600
Lodi High
897 _
Burgundy Village
0
Tokay High
C..bridg. Place
Tkay High,
Individual s:
Vlnevood', Senior E1,
3,600
Heritage
4,661
iris Drive
11200
SeniorEl,
Lodi High
739
as re age
rcanw
,
Reese•
7,793
Woodbridge
600
Smlor E1
3 190
Lodi High
Tokay High
104,464 - -
Vlnerood
9.330
Liberty High
6,939
Heritage, Senior E1,
2,750
Henderson
2,000
Lodi Park est (1)
98,400
Woodbridge
8,261
McCoy Court
6,400
Tokay High
6,400 6,400
ovs-30,400
955,3510
642,374-
Mill -d
381200Woodbridge
25,688 25,688
60D 600 0
a osar Drive svHigh
Soer
,High
3,000 7,300
Woodbridge
3,421
Rees.
779
Pioneer Place -
48,WO
Lodi High
10,952 48,WO
Le-oce
24,678
Washington
17,370
Itivergate Place
---X,600
0
nvergate Place s2 -
- 21800
Lodi High
2'aw
rergate Commons
11,000
Lodi High
u-
gorth Schooltree[ tondos
•200 --
Woodbridge
,
tonetrx
39,600
Heritage
29,629 39,600
May High
9.971
5-erfield,
okny iqh
_
Nichols
10,054
Reese•
5,058
Henderson
4,800
Lakevood
433
caves[ No.4
600
Lodi High
600 600 0.
Tandy
.
1sDering kt27:000
0 21,0co-
Willow Court
Lodi Nigh,
Lakewood -
1.200
in jacser Court
4,600
Tokay High
Henderson
1,600
nC ester CCS,
lc . s
- ,
Tokay Hlgb
5,564
Woodlaxt North ill
49,600High
Henderson
2,000
Washington, Woodbridge
5,600
Lodi High
5,600
5,600
0
Lodi High
-
Individual is t::
Nichols. VLaevood,
600
Nichols
600
600
0
- Senior E1, Tokay High
lri rs ts:
Nichols,, Senior E1,
41,600
Tokay High
41,600
.41,600
0
Tokay High
Individual s:
Vlnevood', Senior E1,
3,600
Lodi High
3.400
3,400
200
Lodi High
I.dl-ldualrf
lAk.rood, Woodbridge,
600
Woodbridge
600
600
0
Lodi High
on b:
Heritage, Senior E1,
2,750
0
0
2,750
Tokay High
TOTAL
955,3510
642,374-
642,374 -
312,976
EXHIBIT I
DEVELOPMENT FEE
TOTAL. REVENUE AND EXPENDITURES
-'
7,232
6,208
.CITY OF STOCKTON
Joaquin Murietta (1).
13,440
-
Kelly North
TOTAL AMOUNT
9,400
Landing,The
0
13,600
36,940
Lianna Court
COLLECTED
SCHOOLS t AMOUNT
Paloma Park Estate
TOTAL
BALANCE OF UNUSED
Stonewood Estates
SUBDIVISION
1979-1986
OF FUNDS'.E PENDED
37,590
AMOUNT SPENT
_
DEVELOPMENT FEES - -
1,264,596
Agate Manor
14,280 -
Neeeham
14,280
- 14,280
0 --
Bear Creek
2,200
Needham
1,000
'.2,200
0
Oakwood
1,200
'
Clairmont
131,250
Elkhorn
36,980
131,250
0 -
-
Parklane*
43,660
_
Tokay High
3,950
Clairmont
9,783
-
Needham
28,297
-
'
Morada
8,580
Colonial Estates North
448,125
Creekside/Otto Dr
143,150
424,669
23,456
Elkhorn/
-
-
Elkhorn Mini
89,010
-
Oakwood*
185,709
Lodi High
1,800
-
-
-
Reese'
5,000
- -_
Colonial Meat
40,320
Needham
3,244
40,320
0
- -
Elkhorn
37,076
Don Avenue
1,680
Needham
1,680
1,680
0
Falcon Crest
127,700
Elkborn
125,060
127,700
0
_
(Mariner's Drive)
Tokay High
1,680
-
Parklane
960
Fox Creek (3)
210,815
Davis
20,290
210,815
0
Parklane
108,937
"
Morada
39,148
Tokay High
37,840
Oakwood*
4,600
'
Harper's Ferry
9,300
Oakwood
9,300
9,300
0 -
-'
7,232
6,208
53,460
1,340
,78,000
29,200
Joaquin Murietta (1).
13,440
13,600
Kelly North
162,000
9,400
Landing,The
0
13,600
36,940
Lianna Court
9,400
8,800
Paloma Park Estate
36,940
37,590
Stonewood Estates
37,120
26,220
Summer Place
37,590
Sussex Gardens 26,220
Western Valley 600
TOTAL 1,322,580
*Overflow Schools
Morada
Creekside
Morada
Elkhorn
Lodi High
Parklane
Needham
Parklane
Lodi High
Parklane
Moradae
Elkhorn
Needham
Needham
7,232
7,232
6,208
53,460
1,340
,78,000
29,200
162,000
0
-
13,600
13,600
0
9,400
9,400
0
36,940
36,940
0
8,800
8,800
28320
36,550
1,040
37,590
0
6,892
19,328
26,220
0
600
600
0
1,264,596
1,264,596
57,984
r20-
SUBDIVISION
TOTAL AMOUNT
COLLECTED SCHOOLS & AMOUNT
1979-1986 OF FUNDS EXPENDED
TOTAL
AMOUNT SPENT
BALANCE OF UNUSED
DEVELOPMENT FEES
Country View Estates
51,220
Lodi High
15,000
19,798
31,422
Woodbridge
4,798
River Meadows
33,020
Lodi High
27,500
32,240
780
j
/
Woodbridge
4,740
Woodbridge Greens (1)
54,300
-
0
0
54,300
Individual Permits
36,120
Lodi High
14,915
33,017
3,103
Lodi High Area
Lockeford
9,540
Woodbridge
2,565
Houston
5,217
tv ;
Morada
780
S
Individual Permits
41,560
Morada
18,160
41,560
0
Tokay.High Area
Davis
9,060
"okay High
9,400
n..nderson
4,160
Neet!ham
780
Interest
547
Clairmont
107
547
0
&
Lockeford
440
•
TOTAL
216,767
127,162
127,162
89,605
(1) Development Fee Agreement
�71l.JiJLl\`l ddVV�711\V i.lr"T'iVl�"�7 _
a
The final,sec.tion of. this report isintended, to provide,all-interested
parties an update on other means of housing students in,,the District's
educational programs to mitigate conditions. of overcrowding..
Busing: 7Busing is used as an interim process to implement the equal
load policy. The, Board finds that no pupil should be bused from his
attendance area,...but if necessary, never more than 10 miles -from the
"full" school to the school of redirection. (See Exhibit D)
High School Extended Day:- Lodi High School and Tokay High School will
continue on Extended Day for the 1986-87 school year.
Year -Round School: Creekside*will join Heritage School'in Year --Round
School scheduling this year. Oakwood, Clairmont and Parklane'will imple-
ment YRS in 1987 with all new schools to open on a YRS schedule. The
Board has directed staff 'to provide information on possible implementation
of YRS at all District schools if overcrowded.
Reconstruction Projects: The District presently has 11 reconstruction
projects, which are:nearing completion and an additional 10 or more
projects are in process. The reconstruction projects will:not necessarily
increase housing, but will improve housing.
New Schools
1) Schools Complete
The Clairmont Elementary School (design capacity of 700+
students) has been completed and was dedicated in February, 1986.
A 30,000 square foot addition'to Morada Middle School was com-
pleted in the spring of 1986 and houses approximately 230 addi-
tional students.
2) Schools Under Construction
Delta Sierra Middle School: On-site and off-site work has
been completed. The contract has been awarded to F & H Con-
struction with work to begin September 2, 1986 with a 420 day
contract time.
Bear Creek High.School: The site has been selected by the Board.
Staff is pursuing final site purchase, geological and engineering
reports, and the architect has completed all schematic drawings.-
-23-
Schools Under Construction (Cont.)
Continuation High School: Site selection is underway. Construc-
tion is expected to start within the next year, pending State
approval of plans and specifications and authorization of funds.
c.
Beckman Elementary School: Construction is expected to start
within the next year, pending State approval of plans and speci-
fications and.authorization of funds.
Wagner -Holt Elementary School The site has been selected.
Construction is expected to start within the next year, pending
State approval of plans and specifications and authorization of funds.
Millswood Elementary School: Construction of"an elementary school
on a site owned.by the District on Mills Avenue is being planned.
Oakwood Addition: Construction is expected to start within the
next year pending State approval of plans and specifications and
authorization of funds.
Parklane Elementary School: Construction of an additional 20,000
square foot permanent facility is expected to begin in summer of 1987.
3; Applications
It is anticipated that the District will be able to add additional
schools to our application with increased enrollment this year.
Leased Buildings (K-12): The District is currently leasing residential
units to house Clairmont Mini School, Elkhorn Mini School, Otto Drive Maxi
School, a Vocational Education Center and the Horizon School Program. -
These facilities may be in use until the permanent facilities. are complete
and on line or until limited by statute.
Leased Elementary School (Garfield Mini_ School): The District has leased
an 8 classroom school facility from the Lodi Seventh Day Adventist Church.
f $ Trailers: The District currently leases 17 trailers to house students in
addition to office functions. The capacity of these units is approximately-
12
pproximately12 students and the lease,- and setup costs are two to three times the cost
of the State portables. The District will attempt to phase out the trailers
in favor of .State lease portables where possible; however, space on sites
and electrical supply are significant problems.
Shared Facilities: Other alternatives that are in use in other districts
include the use of school buildings in adjoining districts which are not
needed by that district. This is not considered a viable alternative for
Lodi as facilities in all adjoining districts are used to the maximum
extent except in Linden. The schools which are not at capacity are located
some distance from the impacted schools in the Lodi district.
State Lease Emergency Classrooms: In 1986-87 the District will be leasing
111 portables from the State.
' District Lease Portables: in 1986-87 the District will be leasing 12 portables.
District Owned Relocatables: In 1986-87 the District will "own" 69
_. relocatable classrooms.
-24-
WHEREAS, Ordinance No. 1149, entitled, "An Ordinance of the City of
Lodi to Provide Lor the Dedication of Land or Fees or Both as a Condition
to the Approval of New Residential Developments, for the Purpose of
Providing Classroom Facilities Where Conditions of Overcrowding Exist in a
Public School Attendance Area", which was adopted by the Lodi City Council
on August 2, 1978, provides that the Governing Body of a school district
which operates, in whole or in part, within the City of Lodi may at any
time pursuant to Government Code Section 65971, notify the City Council
that it has found that:
(1) Conditions of overcrowding exist in one or more attendance areas
within the district which will impair the normal functiorrana of
educational programs including the reason for such conditions existing;
(2) All reasonable methods of mitigating condition of overcrowding
have been evaluated;
(3) No feasible methods for reducing such conditions exist. Such
notification shall remain in effect until withdrawn in writing by the
Governing Body of the School District.
WHEREAS, pursuant to Ordinance No. 1149, following receipt of the
Declaration of Impaction from the Lodi Unified School District -- 1986-87 a
copy of which is attached hereto marked Exhibit "P.-, the Lodi City Council
scheduled and conducted a public hearing on November 5, 1986 on the
notification for the purpose of allowing interested parties to comment on
the matter.
NOW, THEREFORE, BE IT RESOLVED that the City Council of the City of
Lodi following the receipt of public testimony concerning the matter, does
hereby concur with the findings of the Lodi Unified School District in
declaring impaction in those school attendance areas affected by current
and proposed development pians, to wit:
Lodi High School AA (Attendance Area)
Tokay High School AA
Liberty High School AA
Morada Middle School AA
Needham Middle School AA
Senior Elementary School AA
Woodbridge Middle School AA
Clairmont Elementary School AA
Clements Elementary School AA
C_reekside Elementary School AA
Heritage Elerientary School AA
Houston Elementi-ry School AA
Lakewood Elementary School AA
Lawrence Elementary School AA
Lockeford Elementary School AA
Leroy Nichols Elco-entary School AA
Oakwood Elementz-2 School AA
Parklane Elementary School AA
Reese Elementary School AA
Tokay Colony Elementary School AA
hereby directed.to transmit a certified copy of this Resolution to the
Governing Board of the Lodi. Unified School District.
Dated: November 5, 1986
I hereby certify that Resolution No. 86-166 was
passed? and adopted by the City Council of the City S
of Lodi i:i a Regular Meeting held October 2, 1985
by the fo::.lowing vote
AYES: Council Members - Hinchman, Olson, Snider -
and Reid (Mayor)
NOES: Council Members - Pinkerton
ABSENT': Council Members - None
ABSTAIN: Council Members - None
/ATTEST:
&w w-&Ao
ALICE M. PID24M
City Clerk
Governing Board
Lodi Unified School District
1300 WestLodi. Avenue
Lodi, CA 95240
Gentlemen:
Enclosed herewith is a certified copy of Resolution No. 86-166 entitled
"Resolution Concurring With The Findings of the Lodi Unified School
District Regarding Impaction And Declaring A State Of Impaction, In
Twenty -Five Attendance Areas Within The District for 1986 -87" -which was
adopted by the Lodi City Council at its regular: meeting of November 5,
1986.
Should. you have any questions regarding this matter, please do not
hesitate to call this office.
very truly Yours,
Alice M. Reimche
City Clerk
AMR: 77
af
A�
c: ��' v,�, 6 - 1 mac' _ �� i:�. ,7/ld,ni• _
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00
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ape
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cis S
6i.f' Olt,
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.+ • O .� /" { t: ; 1� , r`. 1� A �/X .
f' i h � � ems+ g ••L •/:s �`' p 4� �s x=r. %� � �9• �'o �� �.
�o, Rd��'� vk ;L• /?ti •' zfsv-►�L2� --ice-- --ice--:
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',t'•w,aN,i Z i � , ^A C a� e y ; !' yj og ![? z a. 1M 614'60/ js/.o!,•9c
grs 0.v
ia
GOVERNING BOARD
FLOYD DALE, PRESIDENT
s
ELEANOR TODD, VICE-PRESIDENT
F'ONNIE MEYER, CLERK
ROBERT BALL
,FRANCES
DERRICK
ANN JOHNSTON
JOHN VATSULA
}
1986-87
DEVELOPMENT FEE REPORT
PREPARED BY
FACILITY PLANNING DEPARTMENT
This report has been prepared in fulfillment of the requirements
of State Government Code Sections 65976, 65978, and 65981 and the
requirements of the implementing ordinances of the Cities of Lodi
(Ord. 1149, August 2, 1978), and Stockton (Ord. 3095 C.S., July
1978), and San Joaquin County (Ord. 2574, July 1978). This report
is presented in three sections: Declaration of Impaction and
Notification of Conditions of Overcrowding for the 1986-87 School
Year; Allocation of Development Fees; and Student Housing Option
Update.'
2
DECLARATION OF
and.
OF OVERCROWDING
f The following details the conditions of overcrowding anticipated in the
..`s coming school year and details the rationale behind the District's for-
k mal declaration of impaction for the 1986-87 school year.
The projected Lodi Unified School District student enrollment for the
:. 1986-87 school year is 19,954 students. This is a projected increase
of approximately 1,720 students over last year and does not take into
account any sudden influx of students which might occur as the result
h of rapid residential construction within expanding areas within the
District.
1 Twenty-five percent (25%), or more importantly, 5,014 of the statisti-
cally projected number of students planned for arrival are considered
"unhoused," meaning that there are insufficient regular classrooms avail-
able in the coming school year in the District, thereby necessitating
the implementation of continued temporary student housing alternatives.
.,
It is th 1 D' t ' is Inn t h e 1 ecial edu t' d 11
-1-
e is roc p o ous regu ar, sp ca ion an pu -
out program students in the following manner during the 1986-87 school
year.l
474 permanent classrooms
s???
"other" in -school spaces, i.e., storage areas? work rooms, offices, etc.
4
"unofficially" used as classroom space
20 leased and District -owned trailers (does not include administrative trailers at
Washington School or other sites)
14 mini -school rooms and 13 maxi -school rooms in temporarily converted duplexes
plus 8 rooms in leased elementary school (SDA)
63 District -owned relocatable rooms
;-
Ill State leased portables
12 District leased portables
•
3 owned program portables
x'
E
2 Leased houses used for high school vocational education and continuation classes
i
3'
1Seven District -owned relocatables house tt.o Adult School and there are six rooms
'
in the leased Career Center. Development Fees can not be applied at these locations.
-1-
Both high schools will continue on extended day and Year Round School
Schedule has been implemented at Creekside and Heritage Elementary Schools
with Parklane, Oakwood and Clairmont scheduled in 1987. The Board has indi-
cated.all new schools will open on a YRS schedule unless determined otherwise
at the time of opening and all schools in the District may go _YRS if necessary.
Based on the known extent of overcrowding, the anticipated increase in' ,
enrollment, and the known potential for all residential construction
activity within the impacted attendance areas of the Lodi Unified School
District, the following school'attendance'area's are considered impacted
for the purposes of-requesting the continued imposftion and collection
of development fees by local governments. A copy of the Board Resolution
listing the impacted schools for 1986-87 is set forth as Exhibit A in this
report. Enrollment projections and classroom loading are detailed by School
Attendance Area in Exhibit B.?
LODI UNIFIED SCHOOL DISTIRCT
IMPACTED SCHOOL ATTENDANCE AREAS
1986-1987
Lodi High School Attendance Area
Tokay High School Attendance Area
Liberty High School Attendance Area
Morada Middle School Attendance Area
Needham Middle School Attendance Area
Senior Elementary School Attendance Area
Woodbridge Middle School Attendance Area
Clairmont Elementary School Attendance Area
Clements Elementary School Attendance Area
Creekside Elementary School Attendance Area
Davis Elementary School Attendance Area
Elkhorn Elementary School Attendance Area
Henderson Elementary School Attendance Area
Heritage Elementary School Attendance Area
Houston Elementary School Attendance Area
Lakewood Elementary School Attendance Area
Lawrence Elementary School Attendance Area
Lockeford Elementary School Attendance Area
Leroy Nichols Elementary School Attendance Area
Oakwood Elementary School Attendnace Area
Parklane Elementary School Attendance Area
Reese Elementary School Attendance Area
Tokay Colony Elementary School Attendance Area
Vinewood Elementary School Attendance Area
Washington/DCH Elementary School Attendance Area
2Attendance Areas are determined each year by the Assistant Super-
intendent -Elementary Education, in cooperation with the principals and
the District Administration and Staff. A publication.is prepared each
year. The Attendance Areas are based on neighborhood units.: There may
be more than one elementary school in an Attendance Area. The high
school attendance areas have been determined on the basis of a number
OT factors which were considered over a period of two years by the High
School Attendance Area Committee. A partial listing of attendance areas
is contained in Exhibit D.
EXHI9IT A
BEFORE THE BOARD OF TRUSTEES OF THE LODI UNIFIED SCHOOL
DISTRICT OF THE COUNTY OF SAN JOAQUIN,.STATE OF CALIFORNIA
RESOLUTION 86-103
1986-1987 DECLARATION OF IMPACTION
WHEREAS. the development of new residential property results in the
demand for school facilities; and
WHEREAS, the construction of new residences and the resultant increase
of students continues; and
WHEREAS, students from new residential units in overcrowded attendance
areas cause an immediate need for classroom solutions; and
WHEREAS, Lodi Unified School District has considered and acted upon such
options as (1) presentation to the voters oo-f bond measures to provide
capital funds for permanent school housing, (2) temporary buildings. (3)
double sessions, (4) bussing., (5) school attendance boundary realignment.
(6) year-round school attendance, and (7) extended day programs (high
school);and
WHEREAS. there have been no developer provided facilities as defined in
Government Code Section 69578; and
WHEREAS, pursuant to Government Code Section 65978 the City of Lodi has
enacted Ordinance No. 1149, the City of Stockton has enacted Ordinance No.
3095-C.S., and the County of San Joaquin has enacted Ordinance No. 2574 to
assist school districts mitigating the impact of new home construction; and
WHEREAS, the aforementioned Ordinances require residential developers to
participate in the cost of interim solutions necessitated by the over-
crowding of existing classroom facilities due to new residential construc-
tion; and
WHEREAS, this Board has reviewed the content of the Development Fee Report
prepared by staff, copy of which is attached hereto, and has approved said
report for public distribution;
THEREFORE. IT IS HEREBY RESOLVED that the Lodi Unified School District declares
impaction in these school attendance areas affected by current and proposed
development plans, to wit:
Lodi High School AA (Attendance Area) Heritage Elementary School AA
Tokay High School AA
Houston Elementary School AA
Liberty High School AA
Lakewood Elementary School AA
Morada Middle School AA
Lawrence Elementary School AA
Needham Middle School AA
Lockeford Elementary School AA
Senior Elementary School AA
Leroy Nichols Elementary School AA
Woodbridge Middle School AA
Oakwood Elenentary School AA
Clairmont Elementary School AA
Parklane Elementary School AA
Clements Elementary School- AA
Reese Elementary School AA
Creekside Elementary School AA
Tokay Colony Elementary School AA
Davis Elementary School AA
Vinewood"Elementary School AA
Elkhorn Elementary School AA
Washington/DCH Elementary School AA
Henderson Elementary School AA
BE IT FURTHER RESOLVED that the Superintendent
be, and he hereby is directed
to transmit a certified copy of this resolution and the accompanying staff
report to the City Councils of Lodi and Stockton and the Board of Supervisors
Of the County of San Joaquin for their consideration and concurrence.
PASSED AND ADOPTED this 2nd day of September,
1986, by the following vote
of the Board of Trustees, to wit:
AYES: Ball, Dale, Derrick, Johnston, Meyer, Todd, Vatsula
NOES: None
ABSENT: None
'
Bonnie Meyer. Clerk of thF oyd le. President of the
Board of Trustees Board of Trustees
-3-
EXHIBIT B
1986-87 DETERMINATION OF IMPACTION
Lodi High School
1
.A
1
i
t
2
i
9
71
2130
N
21541
• PERMANENT CLASSROOMS
O)
STUDENT CAPACITY OF
SPACE UTILIZATION
'
INTERIM HOUSING
- -
01
4
3I
3,
PERMANENT CLASSROOMS
19501
48
19981
2720
-
A 8 CaCb
1
D
E
F G
H l -
J
K
L N Na
ND --
(11
(11
0
390i
(2) (1)
(3)
i]rtr4 or
Sorada MiddleSchool
Delta Sierra Middle
Ot
AddNET
0
Regular Special
Net Student
Deficient
01
-
-
Minus
Minus
District
Per*.
Student Program
Capacity of Projected
- Student
State
Leased or Ninl/Haul Leased--
Program
Peru. Add No. Spec.
Program
Ovned
Classr*s
Capacity Capacity
Schools 1986-87
Capacity
Lease
0-ned School Wee&-.
Reloca
SCHOOLS CR. P.M. K Ed
Rooms
ReIOCAtablei
A.0 -C -D
WO Stud. CAA12 Stud.
F • G Enrollment
`-H -I
Port.
Trallerm Rooms tables--
table -
Lodi High School
1
.A
1
i
t
2
i
9
Lodi High School
67
Oi
2
3
9
71
2130
N
21541
2517
O)
0
S
'
Tokay High School
69
01
4
3I
3,
65
19501
48
19981
2720
17�
1
1
b
Liberty High School
9
01
0
OI
4!
13
3901
0
390i
654
0,
0
Sorada MiddleSchool
Delta Sierra Middle
Ot
I
0'
0
O1
1
0i
0
01
0
0'
4'
0
0
0
(
- - 0
--.0
-.-0-
Senior Elementary (17)
31;
0
3
11
31
28
840
16
876,-
887
0
4
--- 0
:-0
},0
Woodbridge Middle (')
(4)
191.
0
3
21
1�
15
450;
36
486'
So9
2-
$
1
1
- 0 '
0
-0
0
-0_
0
Needham Middle
13i
OI
2
li
01
10
300!
24
324
509
a roont a rmont 1nL
` 0 1
21
2�
4'
504
983
a-
Clements Elementary (6)
3
11
0
0•
0!
41
120i
0�
120
122
0
0 1
C
0
' 0
Creekside/OttoDrive (71
12�
3I
2I
2:
151
261
7801
24
804
'1385
0
1
13
0
0 -
Davis Elementary
201
1�
3
la
0;
17'
510'
36
$46
623
_.-4
0
0
-0
0
Elkhorn/Elkhor'n Mini l8)
71
01
21
11
6!
O)
3001
211
324;
784
7
2
` 6
0
0
FFnTe-rsoHeritagenElementary
19
1
1
lj
0
19
570,
12
582
853
0
3
8 -
2`;-
0
Houston K-6 (10)
14
0 1
7
2,
0
1
100
24
321 !
378
' 2
0
0
0
0
Lakevood Elementary
17
2i
2
0,
0
171
$101
11
$34;
597
1
0
I
1 0
- 0-
0
Laurence Elementary
7
2 1
1
2;
I
0',0
7,
210;
1
71
234i
448
7
a
1
0
0:
C
Live Oak Elementary 11
11
G
u
-. C
L.ocke(ord Elementary (6)
7
0
01
1.
2
8
240:
0
240
305
1
0
0:
0
Dorothy Mahin 111)
6
0
41
0,
0
2
60:
48
108
60
0
- .0
0
--- 0
- - C -
Leroy N;cnols
20.
2
r 1�
1'
0
20
600
17
612'
767
= -{, -4
1
0
-
Oakwood Elementary (12)
5
1
; 11
01
7
l7
360,
l2
]77`
1
691
IB
1 - 1
0
--0
,._�C
ark enc Elementary
9
2
13
390
'
Ray Elementary (13)
4
0
0i
0�
0
/
120;
01
.120 1
72
- 0
( _ 0
- 0
.-_0
.0 •.
Roes* Elementary (14)
17
1
3i
11
0
14
420;
16
456;
$50
3
,: 1
0
`-1
...C'-•-•
Tokay Colony Elementary 1151
4
0`
01
01
2
6
180;
0
180'
194
_
0
_
1 0
_
0
0
C
Turner Elementary
2
0
0;
1
01
I
0
2'
60j
0,
GO1
52
0
1 0
0-
0
G
VictorElement'"
I
240:
1.
1
Vinevood Elementary
18
1
2!
o.
0
U
1 510'
241
$34'
.602
- 0
0
0
�0
` C.--
Washington/DCH (18)
70
1
71
li
0
131
390!
841
474;
.476
0
_ 1
_ 0
0
�C
EXHIBIT 8
(Cont.inued)
NOTATIONS:
1) Includes all type of special education classes, i.e., English as a second language, learning disability, resource specialists,
etc. Rooms are deducted because they are loaded at less than 50% of the loading of a regular classroom, i.e., 12 students versus _.
30 students. This column is intended to include only permanent classrooms used for these classes. Column "B" is "pullout"
program rooms. Children using these rooms are from a regular 30 -student class and therefore are accounted for in those columns.
There may be minor discrepancies between these figures and others used by the District due to scheduling modifications after data
compilation.
2) Thirty students is used as a multiplier. Actual loading may vary with conditions and contractual agreements.
3) These are locally generated enrollment projections, calculated for the purposes of classroom planning. There may be some
deviation from those done by Office of Local Assistance due to varying considerations.
4) Thirty Parklane Attendance Area students will attend Senior Elementary rather than Morada.
5) Students from Senior Elementary are attending Morada to relieve overcrowding.
6) Two permanent classrooms are undersized and loaded at 1/2 capacity.
7) Grade 7 and 8 students from portions of Elkhorn and Oakwood areas will be housed at Needham until construction of the new
Delta Sierra Middle School in North Stockton. Needham kindergartners attend Nichols and grades 1-6 attend Vinewood. Middle
school overflew will be sent to Woodbridge or Senior Elementary.
8) Fox Creek area grades K-6 will attend Clairmont. Overflow students will attend Tokay Colony, Live Oak and Davis.
9) Grades 2-6 go to Lockeford and K-1 to Clements.
10) Grade 6 from Oakwood attends.Otto Drive School. Otto Drive will be used for overflow from Elkhorn and Oakwood.
11) In:-Ia s Elkhorn Mini School. Students from old Venice King Island attendance area go to Elkhorn.
12) Henderson will house one class each of grades 3-6 from the Parklane attendance area. Henderson attendance area students
attend Vinewood.
13) Houston is a grade 1-8 school with 7th and 8th grade students from Lockeford/Clements area.
14) Mahin houses only special education students.
15) Grades 1-5 from Oakwood attendance area attend Oakwood with Stonewood Subdivision kindergartners also attending Oakwood.
Western Valley and Davis Oaks Subdivision kinov•gartners attend Elkhorn Mini. Grade 6 from Oakwood attendance area attend
Otto Drive (4 classes).
16) Grades K-3 attend Ray and grades 4-6 attend Turner.
17) Reese, Otto Drive and Tokay Colony will be overflow schools for other attendance areas, (i.e., Elkhorn, Heritage, Lakewood, ;
Nichols, Oakwood, Davis, Vinewood and Parklane) and projection reflects overflow anticipated based on 1965-86 enrollment count
18) Grades K-6 attend Tokay Colony.
19) The Development Center for the Handicapped at Washington School houses ±50 special education students.
20) There are 4 kindergarten rooms with 2 sessions equaling 8 loadings fo. Elkhorn Mini and 4 rooms with 3 first grades and -4
kindergarten sessions at Clairmont Mini.
21) Two relocatables are used for a cafeteria and library.
22) Two trailers are used for administration facilities.
Note: a) Generally the attendance area and the school are the same; however, in certain situations (as noted above) students
from one attendance area may be attending a school in another area or areas have been combined. This hes been taken
into account in the figure in Column I.
b) There may also be interim housing in the permanent facilities, i.e., in closets, offices, etc., and double sessions:
c) Heritage and Creekside are presently on Year -Round School; others will be placed on Year -Round School in the future..-
I
The allocation of development fees is based on strict interpretation
of the enabling legislation. Government Code Sections 65970-65981
(SB201-1977) permit.local jurisdictions to adopt ordinances requiring
land dedication or to exact fees from residential developers in lieu
of land dedication for purposes of providing interim school facilities.
Section 65978 requires that Lodi Unified School District maintain an
accounting of fees, while Section 65980 limits their use to strictly
defined interim facilities. In addition, Government Code Section
65978(d) states in part.
The location and amount of land to be dedicated or the
amount of fees to be paid, or both, shall bear a reason-
able relationship and will be limited to the needs of the
community for interim elementary or high school facilities
and shall be reasonably related ai.d limited to the need
for schools caused by the development...
Based on the District's desire to use the Fees only in the manner
intended by the implementing legislation and the local ordinances,
assumptions and qualifiers were first developed in 1982 to guide in
the allocation of Development Fees. With minor modifications, these
same assumptions were used in the allocation of Development Fees in
the ensuing years. The Assumptions and Qualifiers are detailed in
Exhibit C.
Attendance Areas
Elementary, Middle and High School Attendance Areas and specific
schools serving each City subdivision paying fees in 1985-86 are
listed below. All County fees were accounted for permit by permit;
' therefore, attendance areas for County developments are listed as
'= coming from individual builders. All attendance area information
_. was obtained from the District's annual publication, which is avail-
able from the Office of the Assistant Superintendent, Elementary
Education, with some modification as staffing and enrollment figures
developed.
Exhibit D details the attendance areas for the 1985-86 school year.
These attendance areas are applicable to the allocation of develop-
ment fees received during the 1985-86 school year. Enrollment overflow
schools are shown on,Exhibit E.
Development Fee Revenue
During the period July, 1985 through June, 1986 a total of $542,329
was received in Development Fees. This is approximately $135,790
less than the previous year.' The decrease is a result of decreased
residential construction in new areas and a decrease in the fee from
$280/bedroom to $200/bedroom in the City of Stockton.
-7-
r^.
Allocation of Development Fees
The basis upon which Development Fees are used for payment of interim
housing expenditures is detailed in the introductory portion of this
section of the report. It is reiterated that the District .uses
the most stringent interpretation of the State Code and implementing
ordinances and directives in the allocation of Development Fees. At
the present time Development Fees are used exclusively for the lease
and setup of portables and trailers, and the mini -maxi school leases
(by special legislation). Revenue :ollected from developers under an
agreement with the District may be used for non -interim housing, i.e.
at new schools; however, fees collected by agreement were generally
not used for permanent facilities this year. It is anticipated that
future fees will be encumbered for non -interim housing.
Expenditures
Exhibit F details the Development Fee revenue received and the expendi-
tures "paid" during the 1985-86 Fiscal Year. Based on the allocation of
revenue, $515,864 for qualifying expenditures was elibible for transfer
into the General Fund at the end of 1985-86 Fiscal Year for expenses .
actually incurred during that fiscal year.
As in past years, all interim housing costs were budgeted as a General
Fund expenditure and payments were made from the General Fund. This is
done to be sure that there is sufficient income to cover the expenditures.
Development Fees are an unpredictable revenue source. At the end of each
year all expenditures are accounted for by school and matched with revelue
from subdivisions and developments in the area. A lump sum amount is then
transferred to the General Fund. In anticipation of this transfer, an
amount of Development Fee revenue was considered in the budget in 1982-83;
1983-84; 1984-85; 1985-86; and will be included iii the 1986-87 budget.
Development Fees have become an important source of revenue for the pro-
vision of interim classroom space.
The 1985-86 Fiscal Year began with a carry-over of $83,040 in "unpaid"
expenditures in five attendance areas. Expenditures during the year
totaled $556,271 as detailed in Exhibits G & H. A total of $515,864 in
qualifying expenditures were "paid" by Development Fee Revenue at the end
of the fiscal year. This amount was transferred into the General Fund at
that time and appears in the ending balance. This information is summarized`
in table on page 14. A comprehensive'summary of Development Fee Revenue
and Expenditures by jurisdiction is contained in Exhibits H, I, and J.
W
2.
3)
6.
7.
8.
9
10
s
-
ASSUMPTIONS AND QUALIFIERS
Allocations are made on a fiscal year basis. The starting date for allocation
was Fiscal Year 1979-80.
Based on a 1980 change in the definition of interim, a State Attorney General
Opinion 79-625 (October 16, 1979), and the advice of County Counsel, the expenses
of Otto Drive Maxi School and the two mini schools were not considered eligible, and
did not appear in any totals in reports for 1982-83 (except Elkhorn set-up, which
predated the code change). In 1983, AB -1645 was signed into law, permitting Lodi
Unified to use development fees for the payment of mini/maxi school leases.
Consistent with Government Code Section 65974, all expenditures must be related
to the impacted attendance area containing the contributing residential develop-
ment. Expenditures by school were "credited" on the basis of the District's
Declaration of Impaction Report and the Board formula. Non -impacted schools are
not considered eligible.
Development fees are used to cover expenditures at schools outside of the attendance
area containing the generating residential development, if that is the overflow
school for that attendance area. For example, Lodi High School takes the overflow
from Tokay High School; Morada is taking overflow from Senior Elementary; Woodbridge
is taking overflow from Senior Elementary and Needham: Lakewood, Reese, Washington,
Vinewood, Henderson, Live Oak, Tokay Colony, Creekside and Otto Drive receive over-
flow from Davis, Oakwood, Clairmont, Parklane, Elkhorn, Heritage and Nichols.
In those attendance areas with several schools (specifically Elkhorn), it is recognized
that the impact of any specific development is on the entire attendance area, there-
fore, expenditures made for any school in the attendance area are considered re-
lative to any paying development built in the attendance area.
"Unpaid" or "unrecovered" expenditures made in the first couple ofyearswere not
carried to the next year. However, it has been determined that it is reasonable
to carry expenditures, as well as revenue, forward from one year to the next based
on the rationale that the District may provide interim housing in advance of the
development fee income and the arrival of the students from the subject development(s).
"Urspent" fees or "unexpendable" revenue received in any given year is carried from
year to year for future expenditure on the basis that the need for interim facilities
to serve children from the related developments may not arrive at the schools until
sometiide after the revenue is collected. This is the companion condition to that
discussed above.
Interest is applied only to qualifying expenditures and not for any other District
purpose, although that may technically be possible. It is felt that the only proper
use of interest is in the manner ascribed since a portion of the interest is earned
while the fees are still in City and County accounts.
Leased trailers financed directly or indirectly by the General Fund are included in
the expenditures. Students housed in leased trailers are substantially from the
attendance area of the school where they are located, or, as in the case of Reese,
from overflow from other attendance areas. (See Exhibit D)
At the present time, interim housing expenditures are budgeted from the District's
general fund at the beginning of each fiscal. year. At the end of the fiscal year
development fee revenue is allocated to the various expenditures based on the above
and a lump sum is transferred from the Development Fee Fund to the General Fu,id,
where it appears in the ending balance. At the beginning of the fiscal year an
anticipated sum may be transferred in advance through the budget process. The
amount is based on a conservative projection of fees to be received relative to
qualiiying exj,.,nditures. This procedure is presently to facilitate cost -accounting.
WE
SR. ELEMENTARY
WOODBRIDGE
LODI
HIGH
SR. ELEMENTARY
*WHISPERING OAKS
HIGH
SR. ELEMENTARY
(Lobaush Meadows)
VINEWOOD
'
WILLOW COURT
LAKEWOOD
EXHIBIT -D
WINDJAMMER COURT
VINEWOOD (RURAL)
WOODBRIDGE
WINCHESTER ACRES
NICHOLS
SR.'ELEMENTARY
WOODLAKE NORTH
LAKEWOOD
SCHOOL ATTENDANCE
AREAS BY,SUBDIVISION
NICHOLS
.;
INDIVIDUAL BUILDERS
1985=1986
j
SUBDIVISION/
ELEMENTARY SCHOOL
MIDDLE SCHOOL
HIGH SCHOOL
^ax-
JURISDICTION
ATTENDANCE AREA
ATTENDANCE AREA.
ATTENDANCE AREA
LODI
AARON TERRACE
VINEWOOD
SR. ELEMENTARY
LODI HIGH
`
ADOBE CT.
NICHOLS
SR. ELEMENTARY
TOKAY HIGH
�r
BECKMAN RANCH
NICHOLS
SR. ELEMENTARY
TOKAY HIGH
.v
BURGUNDY VILLAGE
HERITAGE
SR. ELEMENTARY
TOKAY HIGH
IRIS DRIVE
VINEWOOD
SR. ELEMENTARY
LODI HIGH
LAKESHORE VILLAGE
VINEWOOD (RURAL)
SR. ELEMENTARY
TOKAY HIGH
*LODI PARK WEST
REESE
WOODBRIDGE
LODI HIGH
*MEADOWS
VINEWOOD
SR. ELEMENTARY
TOKAY HIGH
*MILLSWOOD
REESE
WOODBRIDGE
LODI HIGH
*NOMA RANCH
HERITAGE
SR. ELEMENTARY
TOKAY HIGH
"
PALOMAR DRIVE
REESE
WOODBRIDGE
LODI HIGH
PINEWOOD
REESE
WOODBRIDGE
LODI HIGH
PIONEER PLACE
LAWRENCE
WOODBRIDGE
LODI HIGH
*RIVERGATE PLACE #1
LAKEWOOD
WOODBRIDGE
LODI HIGH
RIVERGATE PLACE #2
LAKEWOOD
WOODBRIDGE
LODI HIGH
STONETREE
HERITAGE
SR. ELEMENTARY
TOKAY HIGH
SUMMERFIELD
NICHOLS
SR. ELEMENTARY
TOKAY HIGH
SUNWEST NO. 4
VINEWOOD
SR. ELEMENTARY
LODI HIGH
*TANDY RANCH
HERITAGE
SR. ELEMENTARY
TOKAY HIGH
*WAGNER HEIGHTS
ELKHORN
NEEDHAM
TOKAY HIGH
SR. ELEMENTARY
WOODBRIDGE
LODI
HIGH
SR. ELEMENTARY
*WHISPERING OAKS
HIGH
SR. ELEMENTARY
(Lobaush Meadows)
VINEWOOD
'
WILLOW COURT
LAKEWOOD
SR. ELEMENTARY
WINDJAMMER COURT
VINEWOOD (RURAL)
WOODBRIDGE
WINCHESTER ACRES
NICHOLS
SR.'ELEMENTARY
WOODLAKE NORTH
LAKEWOOD
SR. ELEMENTARY
INDIVIDUAL BUILDERS
NICHOLS
INDIVIDUAL BUILDERS
LAKEWOOD
INDIVIDUAL BUILDERS
VINEWOOD
INDIVIDUAL'BUILDERS
HERITAGE
SR. ELEMENTARY
WOODBRIDGE
LODI
HIGH
SR. ELEMENTARY
TOKAY
HIGH
SR. ELEMENTARY
TOKAY
HIGH
WOODBRIDGE
LODI
HIGH
SR. ELEMENTARY
TOKAY
HIGH
WOODBRIDGE
LODI
HIGH
SR.'ELEMENTARY
LODI
HIGH
SR. ELEMENTARY
LODI
HIGH
-10-
)
w,
SUBDIVISION/
JURISDICTION
EXHIBIT D
continued '
ELEMENTARY SCHOOL MIDDLE SCHOOL
ATTENDANCE AREA ATTENDANCE AREA
HIGH SCHOOL
ATTENDANCE AREA
I
STOCKTON
BEAR CREEK
OAKWOOD/OTTO DR.
NEEDHAM
TOKAY
HIGH -
CLAIRMONT
CLAIRNONT/MINI/
hENDERSON
MORADA
TOKAY
HIGH
CLAIRMONT PLACE
CLAIRMONT/MINI/
HENDERSON
MORADA
TOKAY
HIGH
COLONIAL ESTATES N.
ELKHORN MINI/OTTO
DR./CREEKSIDE
SR. ELEMENTARY
TOKAY
HIGH
E
COLONIAL WEST
ELKHORN/ELKHORN
MINI
NEEDHAM
TOKAY
HIGH
DON AVENUE
ELKHORN/MINI
NEEDHAM
TOKAY
HIGH
FALCON CREST
(MARINER'S DR.)
ELKHORN
SR. ELEMENTARY
TOKAY
HIGH
*JOAQUIN MURIETTA
ELKHORN
NEEDHA14
TOKAY
HIGH
� 1
LANDING, THE
ELKHORN
SR. ELEMENTARY
TOKAY
HIGH
LIANNA CT.
ELKHORN
NEEDHAM
TOKAY
HIGH
<< '
PALOMA PARK ESTATES
PARKLANE
SR. ELEMENTARY
LODI
HIGH
'i
STONEWOOD ESTATES
ELKHORN/MINI
SR. ELEMENTARY
TOKAY
HIGH
=y
SUSSEX GARDENS
ELKHORN/ELKHORN MINI
NEEDHAM
TOKAY
HIGH
WESTERN VALLEY
ELKHORN
NEEDHAM
TOKAY
HIGH
SAN JOAQUIN COUNTY
COUNTRY VIEW ESTATES LAKEWOOD
WOODBRIDGE
LODI
HIGH
RIVER MEADOWS
LAKEWOOD
WOODBRIDGE
LODI
HIGH
=`
*WOODBRIDGE GREENS
LAKEWOOD
WOODBRIDGE
LODI
HIGH
INDIVIDUAL 3UILDE,�S
LOCKEFORD/CLEMENTS
HOUSTON
LODI
HIGH
INDIVIDUAL BUILDERS
LIVE OAK
MORADA
TOKAY
HIGH
INDIVIDUAL BUILDERS
ELKHORN
NEEDHAM
TOKAY
HIGH.
INDIVIDUAL BUILDERS
TOKAY COLONY
MORADA
TOKAY
HIGH
-11-
EXHIBIT E
ENROLLMENT OVERFLOW
LODI UNIFIED SCHOOL DISTRICT
Grades K-6
October, 1985
SUMMARY OF DEVELOPMENT FEE REVENUE AND EXPENDITURES
JULY 1985 - JUNE 1986
REVENUE
Revenue Received 1985-1986 $ 539,989
Revenue Forward from 1984-1985 392,173
Total Revenue Available 1985-1986 932,162
Revenue Transferred 1985-1986 515,864
Total Balance Forward to 1986-1987 $ 416,298
EXPENDITURES
Total Expenditures for 1985-1986 $ 556,271
Expenditures Forward from 1984-1985 83,040
Total Expenditures 639,311
Expenditures Paid with Development Fees 515,864
Expenditures "Unpaid"3 $ 123,447
"In -Lieu" Aareements
There are presently 15 in -lieu agreements operative, including one
for partial payment of the Clairmont School Site, as listed on page
14. The District continues to encourage all residential developers
to enter into an agreement because of the added flexibility provided
the District. Fees collected solely as a result of the SB 201 Ordinance
may be used only for interim facilities, whereas fees collected through
an agreement may be used for long-term housing needs, as well. At pre-
sent the District is using all fees for interim housing; however, it is
anticipated that some fees will be encumbered in the future for application
towards more permanent, housing.
The District is also continuing to review dedication of school sites in -
lieu of fee payment.
3The $123,447 in "unpaid" expenditures will be "paid" during the
1986-1987 Fiscal Year from the Balance of $416,298. In addition, the
rema.Aing balance will be encumbered for expenditures on the .3 new
State lease portables; for new District lease portables; for existing
leased facilities and other trailer/portable moves and set-up costs.
-13-
DEVELOPMENT FEE AGREEMENTS
JULY, 1986
AMOUNT
AGREEMENT
COLLECTED
Dennis Noble (Zinfandel Estates) -'Stockton
Cook -John Development (Willow Brook) - Stockton
Eilers Annexation (Woodlake North) - Woodbridge
$ 7,200
Woodbridge Greens - Woodbridge
6,240
Noma Annexation - Lodi
Park West (formerly Kennedy Ranch) - Lodi
55,400
Filley Ranch (Sun West #4) - Lodi
Barnett -Range (Fox Creek 11 & 12) - Stockton
210,815
Lobaugh (Lobaugh Meadows Annexation) - Lodi
30,400
Joaquin Murietta - Stockton
7,280
Barnett -Range (Clairmont) — Stockton
12.610
(Clairmont School Site in lieu of fees)
Tandy Ranch - Lodi
Johnson Ranch - Lodi
RiJergate Place Unit #1 - Lodi
3,800
Wagner Heights/Wagner Oaks - Stockton
-14-
EXHIBIT F
LODI UNIFIED SCHOOL DISTRICT
DEVELOPMENT FEE REVENUE/EXPLNDITURE ACCOUNT FORM
FOR PERIOD JUTY, 198L - JUNE, 1986
nPIMITMAZZ
ftI:`v=
NAVOWe i
LWI 1M%V I L%W3M
I W00D- tCLAIM"Tz QM W.1
i i t I i TOTAL
sLOM1,00� VICNM ONGKIM sr&=LAW MZM IML"IWMM:cLrocmt I
I'm INIVICAM
FAMM
'XI.IM
I�
600UCW
NIGH WIGII WIN
MMIT" AWAM I NEMN"' MCL I SRI= z MIN) cl=lm (mvt,,
:K0MCV3M;KWTMZ jUanoW
I
sLMw2mM
I 1
7:144 1 .710 's
s 43.00 —AWE
Ozvi0a9wGfi
511,319
192 1
42,177 M."si I 6's"
13, 129 :4
5,111 182:40050 14.01t ob .,I.
-
6,522 1
---------
1.4.31 a 10.678 I
21
2.0w 41 974 J.' I I .39t 1
12.111 $54.37, IVAIMM
----------
&AXIM TCXFA=
A"m cl*11300
"l" t
t
6.719 .
6.716 a 0
socow ANKIN
3.400
0
S.400 It
�VILA;ArA
9,000
0
z
1.6w 7.400
lots VILIVI:
0
0
a t 0
36,903 t 77'sn
-uv9 FAM my
4
41 t39 1
0 90,139
0
30,400
a t 30.4w
22 LLS.Ow
0
12,513
0
-was am"
10.700
00
t %.700
"Lawx INUTIC
0
0
0
rtmnow
600
11400
3,421
4,300 0
now= FLACM
0
11,048
0
670
12.370 t 31.0411 0
"'Iyamun K= 41
4, wa
3.600
ILIMMIGATI KACX 03
0
001.
0
0
1.3,493 t
4,971 c
8,522
0
—34s'
2--t
smNowtav
4,000
11, tw:—,
4,0090
413 a
i 9,101 1 i
16.90 a 0
SM -M W. 4
600
0
a
-tu" 3"J"
21.400
0]1.600
."Misrtumw a o
7,000
32.000
-ILLOW CDLWT
1,700 a
0 r
7000:
WtACAf92M2 ACUS
0
0010U�62 1i1"")'000
M-010 1.0;
NIcw=/mt 11A00A
41,4600
A-)ODW
Lumow W14
600
4-00
600
vfwacw/SRLWtX:
1,600
1,400
1 s
1.6jo no
NUITA"iss' CL/7i:5I
. 750
-Li-
I II I I I I I f i' I I�I�`
I i
IIII i I I 11.
Llli ;lal 1..1.1!1_
lel l l�_I I� i.
I�' I II I I1I. 1I.
fIi
1: I 1 1 al
F illl I (I TI
_.._..._.........._........
Isl!blllllllll
I; i �iIIIII
I IiI iI(iII'�.
I. IIII IIIiI�',
I� IIII iIIiI.I.'
I=. I!III'I I'i i II
I �'I I fl f1T
. II I II I I i II i__II _II II II
l
i_
I..I. I.I.
I.'ll Iill.ill
�.I.,.I I. --------------II��i�
=
- - - - - - - - - - - -Ilil�l�l�
R,iIiI�iI:�iIIIII IIIiI lIIIII IiIII �lIlIi .�liIIII iII I'lkl�IlII_:i It�IIIi�i!liIIIlliIII ,1SI1ilIIIIl�IIII
---------------------------------
-- .�iI1II�CI�
•s to
.--i
d.i
(-
..I=E
'
I I'�I I II
II IIIITI
IIsi
--------------------------------------
JC S
VIII I�.II II li' I.
IS I
ILII
=i
IIIIII(Ili it II Is
........... _......... _. _.... _........
IIIrI�IGI ILII i'
IIII!IVIII'IIc
IIiIII.I.--------------------------------
151-1.1 Hfl
III IiI
LODI UNIFIED SCHOOL DISTRICT
INTERIM HOUSING EXPENDITURES
1985 1986
EXHIBIT G
210
i
i
t
i i
• :DISTRICT ST. LS. x!TIMID:
a
Tl781 a FORLEASES : 308
i SEMown i FOR
SITE
360. stillSm a
PORE* ti70% tOT1m1: IL50R
PER FEAR
I.O[SD s Pflt TlAR i 07075 i 1985-K x 90ILL t lOIAL
5-"
t s x
CLAIT
:82392
1
z10BI
t7/1/851/0/66 s 4,109.90 6,371.80 6,1741 a
CLAIMOI
,6220712203
1
iD LOW 7.900.33 7,301.00: 7.60
t2A1K-W
s2s/16116•
sr. at CALIF.
37.000.00 {676.09 1,]07.08 , 10,"1
4'Wi807-4
12]066 19,30000CLAIAUR' 19700.00 : 19200:t
- 67,106
CLEMM{
:SIBS] a
t^_r
1
'S No6I7i OR: x11/4/84.4/m/K- a .3.180.00 S 7,180.00 t 3,180 a
0 i
i
i
t
s
s i 0: 7.180
DAVIS
:75/16109 s
• s
tbT. Or CALIFOMIA
x71{5-eb s 6.000.00 t 8.000.0 5.000 x
s t
t
:
t x 8,000
IInloel
s"m ,
t
1
AttSPACE LFAS]KG
17965-66 .- 6,361.50 s 6.761.50 i 4,262
s25/16101nO ,
s
{ i
:ST. or CALX.
51985-86 t 12.000.00 : : 13,000.00z 12.000 t
:25/1612P
t
1 a
i
:ST. or CALIF.
x3LaJ{5-11/4/% i 7.000.00 x 4.080.00 : 1.134.36 z 5.214 :
sNln-BO1006
t
4 se= COWf. CO.
"lis 79i/lo/K : 15,600.00 t x 13,600.00 s S:6OO : 37,076
won9a7
12$/14111 .
6.
t
.ST. Or CALIF.
.1985-06 . 12,000.00. . 13.000.00 . 12,000. 12.000
lm1ISAG{
'IOSI 477 s
t
i
1
ALLSPICE LOSING
'194[5-86290-06 t 41761_20 i 4,363.20 a 4, 361 :
1600 315 a
a
'a
1 s
sAf7SPAC0 LfASIBG
x1985.46 f 4,261.70 x a 6,361.70 + 4.211 a 4,527
{OOSTOB
x25/16334•
t
-1s
-.ST. Or CALIF. -
ill/a/85-11/4166 s 4,000.00 a 3,777.00 a 1,993.00 t 5,217 t 5.21)
tADDfOOD
+73/16138• x
t
-t•-i-
1 s
xST. Or CALIF.
t
tll/t/85117./66 s 7.000_00 s {16.00 s {16.31 + 1'"3 s 1,613
i
a
i
i t i i D:
LAJM%wx
575/16117 x
,
3 t
CAL
xST. Of IT.
a19a3-" a 6,000.00 • s 6,000.00 t Brow t
x25/16129• [
s
4 x
t
xST. Or CALIF.
t12/4/8.9-11/4/66 t 9,000.00 t 9,6".80 x 4,073.00 z 17,678 t 22,678
f0[ZaOiD
x75/16115 .
.
1 .
t
.ST. OF CALIF.
.1985-K : 2.000.00. s 71,000.0. 3,000 1
Iwl QLtl
a
7 i
-tz
- .
-
.CHA) VALLEYRAW
:7/17n/9 130033.61
.t. t
I6/04 .66.
.10/1-10/I6/S 7,B4. {44.0 7,8",L"4-105105 CHINA) BANK (000360
111-94-M-37BD.
1 ,
s
SOLUM) BANK MONIq :2/9/85-2/19/89 28,316.50 233.0 28,316.0 3,349
,2516122
3
2SI- Or CALIF.
. 400.00 , 4,000.0 6,000
:25/16174•
3 t
,ST. Or CALIF.
s19d6- 6,000.0 : 2,374.60 s 7,071.44 s 4,666 s 59.727
NORAD\
.25/26121, i
3 .--
-: ST. OF CALIF.
:1985-% 30,000.00 , 10,000.00. 30,00 s
:23/1610
4 i
i
:ST. OF CALIF.
11965-96 S 0.000.00: 8.000.0: {.000: 18,000
KIM"
:"ISBN 001 i
-_
1
eALLSPKi 15.3361"0
:1985-86 2 4.388.40: 1,788.60 1 4.368 :
WEM N
:Db 2-18-86
I :
: 2.627.0 [ 1.000.00 x 1,613 :
:75/16116
8 .
.Sf. OF CALIF.
IMS-% 16,00.00 a 16.000.0: 16,000 . 24,011
NICIDL9
I
.0433
1 s
-ALLSPACE LEASING
:1995-86 S 6,361.70 x 4,761.10: 4.63 1
II "/
I e
:CHINO RAW (STfIIf.PICI:7/3/8S-2/3/66 7.800.3! - I aw.00 7.400 -
:25/16117
1ST
or CALIF.
:1905-86 4,000.00 - '4,000.0, x 4.00 ,
,35/16130' i
3 x
sST. Of CALIF.
:11/4/85-11/4/86 s 4.000.0 : 3,162.00: I,017.0D x 5.179 a 71.240
CI]OG0
415/14119
) x
-Sr. OF CALIF.
:193-86 i 18,000.00: 18,000.00 1{,000
:25/6307
9 i
i
:3T. OF CALIF.
:1965-86 5 16, 000.00 x 16,000-w 0
16,0
'75/16123•
t
1 ,
xST. Or CALIF.
,11/4/85-11/4/K 2,ow.w f 6,739.60 t 872.00 s 3.06]
:81391
1 t
'"Oehl NODULAR CORP.
:1945-66 3.917." s 3,912." 4:.5':4
OTTO DRIVE
x00ALKf5 -_
8 IM11 OMST. CO.
-,.933:
a -Il/% t 93,000.0 s_ -^---t 97.000.0 x 93.000
t
, 0 x 93.00
115/14319
7
CALIF.I"s-06
4.000PA111A"I s
41000.00 4.00.
'75/110
:ST. 01' CALIF.
,
16,000.00 16,000
.
ST.x23/167/
OF CALIF.
73,76561
lla/85- ,. s 9100 3.765
20000 ,
RLES9
x8432
1 :
ALLSPICE NAMING
:1"5-86 4.761.20: 4.61.20: 4,762 x
:87300/1101
1
:5X70 BA1R ISLCIIl.AADI:]!3/85-7!7/08 7,800-31 7,BOO.w : 7,800
425/16133•
1 ,
:ST. Or CALIF.
x11/4/8511/4-66 2.000.0 : 762.00 i 948.0 x 1,130: 13.291
W. 6,
x•1429
4002% i
i
i
x
1 :
1 +
:AIi5PAC5 LEASING
:A123TACC )EASING
:1985-86 -- 4.388.40 a 4,3..40: 6,3. s -
x1985% 4,ME - 4,361.X1 t 4,761
.6[077!
1
sALLSPACE LEASING
:1/23/ME/30/97 J.B16.w ],779 A : 3.100.0 s 4.479 x 13,179
TOKAT BIL"
:60SI 517
1 s
+ALISFAC2 LEASING,1985-%
3,675.70 x s 3,675.10: 3,625 x
ti:
I s
+CNOG BVZ wN2
2DP67
22/19/85-7/19/89 28,116.50 a 71:.00 , 28,316.00 : 28,549
f 15/16104
t a
:S[. or CALtT.
:1965-66 . 16.000.00 : s 16,000.00 t 16.0 01`
'25 25 /16 1 33
r
6 a
1ST. Of CALIF.
z1"5-66 : 12,000.00 [ s 12.000.00 : 12,000 :
,75/16125•
! a
[SL. Or CALIF.
:1986- 6,000.00 :14.220.00 : 1,907.04: K. m.
KXMDKAON
fN35
1 s
SALLSPACZ LEASING
Y16.117:
11985-66 3,752.40: 3,757.40 :3,752 :
•
16139)
1
i
]
-.WBILL 7DO0IAA
:1985-86 4,074.43: 5,355.0 : 4,024.0 : 9.379: 13,131
NDKDWJ=
:25/16106 s
7 a
:ST. OF CALIF. --:1905-%
4.000.00 , 4.000.00 5 I.Ow
'8434
1 s
tA2SFACE ETASIIxG
xl"5-86 {.363.20: 4,61.70 a 4:363 8.x1
X001101 SCHOOL
x130 K. ORAN=
I .CART WUODr
:7/72/856/30/87 6.396.00 x 894.Do , 6,035.0: 6,929 6,929
tNN3R 50200E
x
s
0 0
SOC. ID. CEVnM
:418 S. CHUMA
i
I :ALCOIN POP. IBNR.
110/1/80-4/30/86 5.100.0: 5,10.00 t 5,10: 5.100
418 S. cb t
:
PRESCHOOL FOR iIANDICAi: iST_CLIIG. [NOBf71:
i
I .iST.COG,CIWAL7i
alllltl6S!/1/. 3,70.0 x 4,873.00: 1,367.15 s 6,777. 6,237
TOTAL DOOMS / 5
a
109
17
19
525,202 69,275 493,734 562.509 562,509
210
` vinevwd, Senior ti,
TOM AMOUNT
_ 1.AA1 yr uus
-
j�
COLLECTED
SCHOOLS &'AMOUNT
Lodi High
Sph
TOTAL
WW" or UNUSP9
SUBDIVISION
1979-1986
Or WOOED
5 rokq xi ga
AMOUNT SPENT
DEVEtAOPNOM YZES
oe WE-
S1000
Senior
-81000
8,000
-0
Durr
16,50
Soolor El
261
1610W
A..".
5,000
-
Nichols
Nichols
6,739
beckawn R -.b
7018W
Nichol.
Tokay High
25,011r
40,100
.
Deere
4,793
roll High
897
R�qurjy Village
rsod
116W
1.60
3,400
i ace
,
yg
,
Heritage
4,661
ria rive
or El.
461
1-':00
Lodi High
739
ashore i ape
23516M
a.-,,
,
Asere
7,793 -
Senior El
13,190
Tokay High
104,464
Vlne ood
9,330
Liberty High
61929
liaMnrsoa
2,000
Lodi Park est
, 4w
Woodbridge
5,261
8,261
90,139
McCoy rt
6, 4W
Tkey High
6,400,
The !se vx30,400
Wlsvood
36,20D
Woodbridge
25,688
25,688
Ch kl)
28,XO
0
281200
e.oear Dri.. s
gh
600
600
0
lnev
7,200
Lodi High
Nocdbrldge
3,421
Arse
779
i -r ace
48,0009
4vrence
24,678
-
dashl.gtoa
12,370
vergate Places1 fl)
8,6w
0
8,600
Ri rergete Place .2
21800g
,am
rergate Damns
,
gh --IFDW
11.000
North m tree[ Condos
1,200
Woodbridge
1.1c.0
1,200
tonetree
39,6w
Rerit.q.
29,620
39,600-
-
Tokay High
9,971
3uier[ieR
okay High
Nicb.
10,054 -
•
Aeeaee
5.058
-
Henderson
4,800
Lakewood
433
unxst No.4
6C0
Lodi High
600
600
0
Tandy Rench21,800
0
21,860
isperinq 0..27,000
Will- our[
g'200
Ldl High
L.akevood -
1,200
to )riser Dort:---
4,600
T.ky RqS
3 000
4.6w
Renders-
1,600
Winchester Acre.
34,ROO
Nichols
21,236
34.800
Toter High
13,564
Woodiu. No.tN Ell
49,6001p
,6,400
Henderson
2,000
inT 7 ,id.sl FSr> ts:
Washington, Woodbridge
5,600
Lodi High
5,600
5,600
0
Lodi High
o lvidua alts:
Nichols, Vinevood,
600
Nichols
600
600
0
Senior El, Tokay High
I.di,idualn ts:
Nichols, Senior E1,
Tokay High
41,600
Toter High
43,600
41,600
0
` vinevwd, Senior ti,
3,600 Lodi nigh 3,400 3,400 200 -
Lodi' High
-
j�
Woo®ridge,
Lodi
600 Woo®rSd9s b00 600 0 -
Lodi High
Sph
lodi'lauala ta:
.t Meritage, Senior El,
2,750 0 0 2,750
5 rokq xi ga
- _
'350 642,374 642,314
-19- _
Colonial West
40,320
Needham
3,244
40,320
0
EXHIBIT I
Elkhorn
37,076
-
DEVELOPMENT FEE
1,680
Needham
1,680
1,680
TOTAL REVENUE AND EXPENDITURES
Falcon Crest
127,700
Elkhorn
125,060
CITY OF STOCKTON
0 _
(Mariner's Drive)
0
Tokay High
1,680
-
TOTAL AMOUNT
Parklane
960
-
COLLECTED
SCHOOLS i AMOUNT
TOTALBALANCE
OF UNUSED - -
SUBDIVISION
1979-1986
OF FUNDS EXPENDED
AMOUNT SPENT
DEVELOPMENT FEES - -
Agate Manor
14,280
Needham 14,280
14,280
0 - - -
Bear Creek
2,200
Needham 1,000
2,200
0 - -
Tokay High
Oakwood 11200
--
Clairmont
131,259
Elknorn 36,980
131,250
0
Harper's Ferry
Parklane• 41,660
Oakwood
5,300
9,300
0
Tokay High 3,950
13,440
-
7,232
7,232
Clairmont 9,783
Kelly North
- -
Creekside
53,460
Needham 28,297
0
-
Morada
Morada 8,580
Colonial Estates North
448,125
Creekside/Otto Or 143,150
424,669
23,456 -
-
Elkhorn/
Lodi High
- -
Elkhorn Hint 89,010
13,600
-
_
13,600
Oakwood* 185,709
Lianna Court
-
Needham
9,400
Lodi High, 1,800
0
Paloma Park Estate
36,940
Parklane
Reese* 5,000
36,940
0 +
Colonial West
40,320
Needham
3,244
40,320
0
Elkhorn
37,076
-
Don Avenue
1,680
Needham
1,680
1,680
0
Falcon Crest
127,700
Elkhorn
125,060
127,700
0 _
(Mariner's Drive)
Tokay High
1,680
-
Parklane
960
Fos Creek (1)
210,815
Davis
20,290
210,815
0 -
Parklane
108,937
Morada
39,148
Tokay High
37,840
--
Oakwood*
4,600
Harper's Ferry
9,300
Oakwood
5,300
9,300
0
Joaquin Murietta(1)
13,440
Morada
7,232
7,232
6,208 -
Kelly North
162,000
Creekside
53,460
162,000
0
Morada
1,340
Elkhorn
78,000
-
Lodi High
29,200
Landing,The
13,600
Parklane
13,600
13,600
0
Lianna Court
9,400
Needham
9,400
9,400
0
Paloma Park Estate
36,940
Parklane
36,940
36,940
0 +
Stonevood Estates
37,120
Lodl High
8,800
8,800
28320
Sumner Place
37,590
Parklane
36,550
37,590
0 .'
Morada*
1,040
Sussex Gardens
26,220
Elkhorn
6,892
26,220
0
Needham
19,328
_
Western Valley
600
Needham
600
600
0
TOTAL
1,322,580
1,264,596
1,264,596
57,984
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_ _
EXHIBIT J
DEVELOPMENT FEES
TOTAL REVENUE AND EXPENDITURES
SAN JOAQUIN COUNTY
TOTAL AMOUNT
S
COLLECTED
SCHOOLS & AMOUNT
TOTAL
BALANCE OF UNUSED
SUBDIVISION
1979-1986
OF FUNDS EXPENDED
AMOUNT SPENT DEVELOPMENT FEES
Country View Estates
51,220
Lodi High 15,000
19,798
31,422
Woodbtidge 4,798
River Meadows
33,020
Lodi High 27,500
32,240
780 i
Woodbridge 4,740
Woodbridge Greens (1)
54,300
-- 0
0
54,300
Individual Permits
36,120
Lodi High 14,915
33,017
3,103
Lodi High Area
Lockeford 9,540
Woodbridge 2,565
Houston 5,217
Morada 780
N
1
Individual Permits
41,560
Morada 18,160
41,560
0
Tokay High Area
Davis 9,060
Tokay High 9,400
Henderson 4,160
Needham 780
t
Interest
547
Clairmont 107
547
0
Lookeford 440
J
TOTAL
216,767
127,162
127,162
89,605
(1) Dcvelopment Fee Agreement
STUDENT HOUSING OPTIONS
The final section of this report is intended to provide all interested
parties an update on other means of housing students in the District's
educational programs to mitigate conditions of overcrowding.
Busing: Busing is used as an interim process to implement the equal
load policy. The Board finds that no pupil should be bused from his
attendance area, but if necessary, never more than 10 miles from the
"full" school to the school of redirection. (See Exhibit D)
High School Extended Day., Lodi High School and Tokay High School will
continue on Extended Day for the 1986-87 school year.
Year -Round School: Creekside will join Heritage School in Year -Round
School scheduling this year. Oakwood, Clairmont and Parklane will imple-
ment YRS in 1987 with all Pew schools to open on a YRS schedule. The
Board has directed staff to provide information on possible implementation
of YRS at all District schools if overcrowded.
Reconstruction Projects: The District presently has 11 reconstruction
projects, which are nearing completion and an additional 10 or more
projects are in process. The reconstruction projects will not necessarily
increase housing, but will improve housing.
New Schools
1) Schools Complete
The Clairmont Elementary Sc',00l (design capacity of 700+
students) has been completed and was dedicated in February, 1986.
P, 30,000 square foot addition to Morada Middle School was corn-
pleted in the spring of 1986 and houses approximately 230 addi-
tional students.
2; Schools Under Construction
Delta Sierra Middle School: On-site and off-site work has
been completed. The contract has been awarded to F & H Con-
struction with work to begin September 2, 1986 with a 420 day
contract time.
Bear Creek High School: The site has been selected by the Board.
Staff is pursuing final site purchase, geological and engineering
reports, and the architect has completed all sc;,ematic drawings.
-23-
Schools Under Construction (Cont.)
Continuation High School: Site selection is underway. Construe -
tion is expected to start within the next year, pending State
approval of plans and specifications and authorization of funds.
Beckman Elementary School: Construction is expected to start ,
within the next year, pending State approval of plans and speci-
fications and authorization of funds.
Wagner -Holt Elementary School: The site has been selected.
Construction is expected to start within the next year, pending
State approval of plans and specifications and authorization of funds.
Millswood Elementary School: Construction of an elementary school
on a site owned by the District or. Mills Avenue is being planned.
Oakwood Addition: Construction is expected to start within the
next year pending State approval of plans and specifications and
authorization of funds.
Parklane Elementary School: Construction of an additional 20,000
_
square foot permanent facility is expected to begin in summer of 1987.
3) Applications
It is anticipated that the District will be able to add additional:
schools to our application with increased enrollment this year.
c
c%.
Leased Buildings (K-12): The District is currently leasing residential
£
units to house Clairmont Mini School, Elkhorn Mini School, Otto Drive Maxi
School, a Vocational Education Center and the Horizon School Program.
These facilities may be in use until the permanent facilities are complete
and on line or until limited by statute.'
Leased Elementary School (Garfield Mini School): The District has leased;`
an 8 classroom school facility from the Lodi Seventh Day Adventist Church.
Trailers: The District currently leases 17 trailers to house students in
addition to office functions. The capacity of these units is approximately`
12 students and the leases and setup costs are two to three times the cost
g:
of the State portables. The District will attempt to phase out the trailers-
in favor of State lease portables where possible; however, space on sites
and electrical supply are significant problems.
=`
Shared Facilities: Other alternatives that are in use in other districts
t,
include the use of school buildings in adjoining districts which are not
needed by that district. This is not considered a viable alternative for
Lodi as facilities in all adjoining d'stricts are used to the maximum
extent except in Linden. The schools which are not at capacity are located
some distance from the impacted schools in the Lodi district.
State Lease Emergency Classrooms: In 1986-87 the District will be leasing`
111 portables from the State.
`
District Lease Portables: in 1986-87 the District will be leasing 12 portables_
District Owned Relocatables: In 1986-87 the District will "own" 69
relocatable classrooms.
-24-
PL.BLIC HEARINGS Notice thereof having been published according to law, an
Gordon Moore, County Council of Governments Planner
Jerry Glenn, Assistant City Manager
Alice M. Reimche, city Clerk
Mayor Pro Tempore Reid was also in attendance.
Mayor Hinchman then explained to the audience the purpose
of the meeting and the procedure to be followed for
receiving public testimony.
affidavit of which publication is on file in the office of
the City Clerk, Mayor Hinchman called for the Public
Hearing which had been set for this date and time regarding
unmet transit needs within the City of Lodi.
Council was apprised that an earlier Public Hearing
regarding the matter had been held at 1:00 p.m.,
January 15, 1986, at the Loel Center, 105 South
Washington Street, Lodi. Minutes of this Public Hearing
are hereby set forth below.
Notices of both Public Hearings were sent to:
Loel Center
Lodi Public Library for Posting
Lodi Police Department for Posting
50+ Club
Senior Citizens Center
Casa de Lodi
Arbor Mobile Home Park
Almond Drive Estates
City Cab Ccapanany
San Joaquin Caancil of Governments
Lk*Er TRANSIT NEEDS
PUBLIC HEARINGS
5
The meeting was called to order by Mayor David Hinchman who
made the following introductions:
Gordon Moore, County Council of Governments Planner
Jerry Glenn, Assistant City Manager
Alice M. Reimche, city Clerk
Mayor Pro Tempore Reid was also in attendance.
Mayor Hinchman then explained to the audience the purpose
of the meeting and the procedure to be followed for
receiving public testimony.
The following persons gave testirr-)nv regarding ur_**#-_t
transit neer—'s within: the City of Lodi and the City's Dial -
h
a -Ride area:
�. Mrs. John Schook, 90F Kirkw<.xad Drive, Lodi - stated
that she felt there was a nem: for a transit systcn
that would serve every citizens, not just Dial -a -Ride.
2. Mr. John Ochsner, 5 C'nest.riut Street, Loci
representing the Senior Citizens' Club - stated that
there is a need for Saturday and Sunday Dial -a -Ride
service and for a longer daily operation of Dial -a
Ride.
Following Mr. Ochsner's inquiry, Assistant City
Manager Glenn responded that the Lodi City Council sets
the tours of operation for the City's Dial -a -Ride
Program and reviewed t_'�e present hours of service.
3. Laura Cates, 336 Louie Avenue, Lodi - stated that
she feels that the program should be expandeu to
include transportation between Stockton and Lodi.
4. Helen Locy, Acampo Road - indicated tine need f'oi
Dial -a -Ride service to be expanded into AcanV-).
Assistant City Manager Glenn apprised those in
attendance that the program presently includes the
Arbor Mobile Home Park in AcanW.
5. Laura Bohm, 3600 E. Peltier Road, Acampo - also
asked for expansion of the service into Acampo.
Following introductions of the matter by Mayor Hinchman,
and discussion by those in attendance, the need for a
better program of advertising the Dial -a -Ride Program
became apparent.
6. Anna Mae White, 301 East Oak, Lodi - talked about
three people being able to ride on one ticket if they
were picked up at one location and dropped off at one
location. She felt that this was a real bonus to those
using Dial -a -Ride.
7. Shirley Kleim, Joel Center - talked about general
public ridership and the need for additional
advertising regarding this service. Ms. Kleim also
talked about the need for separate Dial -a -Ride
service to handicapped and to general ridership.
8. Milta Gorton, 412 1/2 Eden Street, Lodi -
indicated that she felt one service could be used by
everybody.
9. Dallas Stafford, Dial -a -Ride driver - stated that
if riders would be ready when they arrived, better
service could be given to all users in the community.
It was suggested by Shirley Kleim that brochures
could be passed out to all Dial -a -Ride users
outlining policies of the Dial -a -Ride program,
including rider responsibilities.
It was also pointed out that Dial -a -Ride drivers
assist riders with carrying in groceries and in
entering and exiting Dial -a -Ride vehicles.
10. St_vil.ey Harkness, 700 S. Cardinal Street, Lodi -
asked questions regarding the amount of dollars paid to
City Cab for Dial-a-Fide.
Assistant City Manager Glenn addressed the group
regarding the agreement with City Cab for the
Dial-a-Ride Program, and responded to questions as
lore posed.
11. Following an inquiry as to whether or not there was
still train service to Lodi, Mr. Moore from C.O.G.
responded that there was not.
Following an inquiry by Mayor Hindman, Assistant
City Manager Glenn addressed the group about
Dial-a-Ride holiday service.
Milta Gorton stated that she Telt that Dial-a-Ride
deserved a "vote of thanks".
There being no other persons wishing to give additional
testimony, Mayor Hinchman adjourned the hearing at
approximately 1:30 p.m.
Mayor Hinchman reported what had transpired at the earlier
Public Hearing.
There were no persons in the audience wishing to speak on
the matter and the public portion of the hearing was closed.
Mayor Hinchman asked Mr. Gordon Moore, County Council of
Governments Planner to look into the possibility of
providing service to and from Stockton. Mr. Moore stated
that he would have a report back to the Council on the
matter within 30 days.
It was also suggested that Staff should correspond with
churches within the City of Lodi to ascertain what their
membership ridership would be for Sundays should Sunday
service be implemented.
STONE
BROS.
NIANAGETNIE VI' CO.
City of Lodi
P.O. Box 3006
Lodi, CA 95241-1910
September 19, 1985` ,`P
Ali'
c i Y CLtn+
;T Y Fl -i
ATTENTION: Alice M. Reimche, City Clerk
Re: Lakewood Mall Expansion
Agenda Item Request for October 1, 1986 City Council Meeting
Dear Ms. Reimche:
Stone Brothers is in the process of expanding the existing Lakewood Mall
by bLilding additional shops to the west of the existing structure. On
September 8, 1986 we presented our plans for expansion at the Lodi
Planning Committee meeting. (See drawing AP -3 attached.) The committee
unanimously approved the project and there was no opposition expressed by
surrounding homeowners.
We have recently met with the Lodi Public Works Department in preparation
for the scheduled Site Plan Architectural Committee meeting on October 6,
1986. They have advised us that we would not be allowed a driveway onto
Pacific Avenue from the mall expansion. This causes us great concern
3
because of the importance this driveway is to our development plans. We,
therefore, request this be brought before the City Council as a regular
agenda item in the October 1,'1986 meeting. Specifically our, request is
that Stone Brothers be allowed a two-way entrance onto our property. from
i
Pacific Avenue. The"reasons for this entrance is to provide access:for"
customers and delivery traffic to and from Pacific. We feel it, is
`f
i
essential for the protectica of our center court customers, that
especially during the busy parts of the day, delivery trucks can be routed
}
to 3 Pacific Avenue exit.
Plans for having this exit have not changed from the beginning of our
development in the early 1960's. The site plans submitted for zoning and
later for use permits all show this access onto Pacific. Attached is a
)
Zl�-copy
of a site plan dated August 17, 1964 submitted for a use permit.
While the building -layout has changed, our need for the Pacific Avenue
entrance has not -changed.
x .
In an effort not to have this issue sent to committee, I will list the
reason why Public Works wants this planned entrance eliminated. Their
only concern is to not increase the truck and car traffic into a
i
residential area.
g
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V
1023 WEST ROBINHOOD DRIVE STOCKTON, CALIFORNIA 95207 TELEPHONE 209-878-1791
c
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