HomeMy WebLinkAboutAgenda Report - October 5, 1983 (30)CITY COUNCIL MEETING,
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OCTOBER 5, 1983 ,
LCDI LNIFIID City Clerk Reimche presented a letter from Ellerth E. SCHDOL.
DISTRICT Larson, Superintendent of the Lodi Unified School District
DBr-JAWGICN OF requesting that the Lodi City Council set a public hearing
s,. INPACTItN to consider the Lyodi Unified School District Declaration of�-�.
1983-84 SET NCR Impaction 1983-84. On motion of Mayor Pro Tempore Snider, s
PLBLIC BEARING Reid second, Council set the matter for hearing at 8:00 p.m.
on October 19, 1983.
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(209) 369-7411
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September 21, 1983
Mrs. Alice Reimche
City Clerk
Lodi City Hall
221 blest Pine Street
Lodi, CA 95240
Dear Mrs. Reimche:
ALICE K. R?�
CITY CLI
iC `Y i;` LO?l!
SUBJECT: Declaration of Impaction/Continuation of Development Fees
1983-1984
The Lodi Unified School District Boara of Trustees has adopted the
1983-1984-Dcclaration of Impaction Resolution. Please accept this
letter as a request for public hearing, pursuant to City Ordinance,
for the consideration of the Board's Declaration. At the same time
we would also like to present the expenditure report to the Council
as required by State Code and City Ordinance.
Please advise us of the hearing date in advance of your agenda mailing,
and we wi;I provide you with copies of the Development Fee Report for
distribution to the Council.
Thank you for your consideration.
Sincerely,
' Eberth Larson
Superintendent
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1983-84
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Offs T BALL, VICE PPESIDM
JOHN VATSULA, CLERK
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Ellerth E. Larson, S'uperia4endent
Tom Bandelin, Assistant Superintendent
Ronald A1sup, Assistant SuperinterAent
Awry Joan Starr, Facility Plr
Joan Fipes, Business Amager
Ralph Wetmore, Administrative Director of Personnel
Joan Jensen, Administrative Assistant
Lodi Unified School District
1983-84
DEVELOPMENT FEE REPORT
PREPARED BY
FACILITIES AND PLANNM OFFICE
This report has been preparek'. in fulfillment of the r-,yuirc^rnts of State
Government :ode Sections c)S9-6, 659-6, anal 05981 and the requirements of the
implementing ordinances of the Cities of Lodi lord. 1119, .August 2, 1978),
and Stockton (Ord. 3095 D.y., Jul)-, 19-8), etnd San Joaquin County (Ord. 2S74,
July, 19-3). the report :s pre,ented 1n three sections: Declaration of Im-
paction and Notification of 'Onditlons of kN-ercrowding for the 1983-84 School
Year: .k1location of Development Fees, and Student Housing Option Update.
APPROVED BY
THE
MTPN I NG BOARD
AUGUST 2, 1983
11
DECLARATION OF IMPACTION
•
NOTIFICATION OF CONDITIONS OF OVERCROWDING
1983-84 SCHOOL YEAR
The following details the conditions of overcrowding anticipated in the com-
ing schwol year and provides the District's formal declaration of continued
impaction.
The projected Lodi Unified School District student enrollment for the 1983-84
school year is 16,433 students. This is a projected increase of approximately
400 students over last year -and does not take into account any sudden influx
of students which might occur as the result of significant residential construc-
tion within the District. In January, 1983, local agencies and developers re
ported probable summertime construction of approximately 710 residential units
with an additional 5,000± units in the planning stages.
18t, or m ra important:ly, 3,047 of the statistically projected number of
students planned for arrival are considered "u*msed," meaning that there
are insufficient regular classroor;s available 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 1983-1984 school year.1
431 permanent classrooms
??? "other" in -school spaces, i.e., storage areas, work rooms, offices,
etc. that are "unofficially" used as classroom space
12 leased and District -owned trailers
14 mini -school roams in temporarily converted duple=es
13 maxi -school rooms in temporarily converted duplexes
45 District -owned relocatable rooms
84 State -lease emergency portables
~The fo'lowing facilities are used to house LUSD programs; however,
Development Fees can not be 4pplied at these locations:
1 leased house used for deaf -blind student education
6 rooms in leased quarters for the Career Center
7 District -owned relocatable rooms for adult Education
Enrollment projections and classroom) loading are detailed by Attendance Area
school in E36 bit A.
The amber of"inhoused" students reported for the coming school year is
reduced drwitically from the number reported in 1982-83. This is due to
a definitional change and not to a decrease in actual m sbers of students.
In past years, District -owned relocatable buildings were considered interim
housing; hw ever, they are noir counted as permanent classrooms as a result
of a re-vialuation of how these buildings are used over the short and long-
term and clarified information on how they are viewed by State school build-
ing officials. The District will have 46 relocatable buildings, including
eight at the new Stonewood School site. One of the buildings at Stonewood
is planned for use in the coming year as a special program,/multi-purpose room
and is teuporaeily not available as a regular classroom. Inclusion of the
45 buildings as interim housing would result in an additional 1,350 "unhoused"
students, bringing the total to 4,397, which is an approximate increase of
400 students over last year.
Based on the hnaka extent of overcrowding, the anticipated increase in en-
rollmant, and the )mown potential for all residential construction activity
within the inpacted attendance areas of the Lodi Unified School District,
the Governing Board declared the following attendance areas impacted for the
purposes of requesting the continued imposition and collection of development
fees by local governments. A copy of Board Resolution 83-45 is set forth as
bdlibit B in this report.
Lodi Unified School District
DPACrED SGWL ATTEMANM AREAS
1953 - 1994
Lodi Nish School Attendance Area
Tokay High School Attendance Area
Liberty High School AttaWance Area
MDrada Middle School Attendance Area
Nuns Middle School Attendance Area
Woodbridge Middle School Attendance Area
Davis Elementary School Attendance Area
Elkhorn Elewentsry School Attendance Area
H1 ndeisat Elementary School Attendance Area
Heritage Elementary School Attendance Area
Lawrence Elementary School Attendance Area
Leroy Nichols Elementary School Attendance Area
Oakwood Elementary School Attendance Area
Otto Drive Eleaeaztary School Attendance Area
Parklane Elementary School Attendance Area
Stonewood Elemamtary School Attendance Area
Victor El, my School Attendance Area
Vinewood Elemee. tiry School Attendance Area
Rttce Areas are determined each year by the Assistant Superin-
t An 4tary Education in cooperation with the principals and the :
llistr Administration and Staff. A publication, reviewed by the Board is
lrimd each your. There may be more than one elementary, sl in an At-
-pq_. ! A partial listing of attendance areas is In Exhibit C.
2
EXHIBIT
1993-84
DETERMINATION OF
A
D TACTION
NC![AT10NS:
(1) Grade 7 and a students from portions of Elkhorn and Oakwood Aiais will be houscl at Needham until catutructian of the new aehool
in North Stockton. Needham elementary students --K to Nichols and 1-6 to Vinewood.
(1) Includes the Devis/Parklare and Elkhorn Mini Schools. Students from old Venice -Xing Island attendance area (All) p to 111AIMa.
(3) Henderson will house grades 4-6 students from Normandy Village Subdivision and classes of gifted and talented students. 1babr-
son M students attend Vinewood.
(4) Houstop is a grade 1-8 school with 7 and a grade students from Locke ford/Clements M.
(S) Grades 2-6 go to 2ackeferd tad K 1 to Clements.
(6) Hattin.hoases only special education %tudents.
(7) Students from the old Terminous AA attend Nichols.
(i) Grades; 1-S from Oakwood M attend Oakwood with Stone-ood Subdivision kindergartners also attending Oakwood. Nesters Valley SW
Davis Oaks SuWivision kindergartners attend Elkhorn Mini.
(9) Otto *ive is graded -6: kindergartners attend Elkhorn Mini.
(10) Parkl" includes grades 2-3 from Norrndy Village Subdivision.
(11) Grade! K-3 attend Ray aid grades 4-6 attend Turner.
(12) Grades 1-6 attend Tokay Colony and Kindergartners attend Live Uk.
(13) There are 21 class. oors at Washington School, with 7 to be converted to a DCH facility.
(14) Includes all type of special education classes, i.e., Eagli3N as a second 1 , learning disability, r&souree specialists,
ets. Mom are deducted becat,s.: they are loaded at less than SO% of the load f a regular classroom, i.e., 13 sttxiatts vs. 30
students. This column is intended to include only permanent :Imssrooms used for these classes. Column "a" is roeea housisgG chil-
dren "flill-time." These students are assigned to a specific room. Column 'b" is IW Lout" program roost. Children using these
rooms are from a regular 30 student class and therefore are accounted for in those coliwts. There any be minor dlstrtrpesei" be
tweea these figures and others used by the District due to scheduling modifications after data compilation.
(1S) Thirty students is used as a multiplier. Actual loading way vary with conditions' and contractural agreemer►ts.
(16) rose are locally generated enrollment projections, calculated for the purposes of classroom planning. Theme way be some deviation
from those done by Office of Local Assistance die to varying considerations.
(17) There.are 4 kindergarten roams with 1 sessions equaling 8 loadings for Elkhorn X!ni and 4 roams with 2 first grads and 4 kinder-
garten sessions at Davis/Parklane Mini.
(18) Generally the atterdance area (M) and the school are the same; However, in certain situations (as rioted above) students from one
attendance area my be attending a school in another area or areas have boon combined. This has been taken into accowt in the
figure in Column I.
(19) There may also be interim housing in the pervunent facilities, i.e., in closets, offices, etc., and double sessions.
(20) With Davis School.
(21) Stonewood grades 4-6, Oakwood 6th grade to attend Otto Drive.
3
PER WOO CtASSR=15
PUMArENi' CIASS!UDOIb
UTILIUTION
19
A
8
%4p
D
E
F (IS)
G (1 4)
H
I
K
L
N
)Cb
(16)
i
N
~.,�
0
yy
SCHOOL (18)
RR
y
Lodi High School
66
2 1
4
67
2010
A
2034
1134
T
-
-
Tokay High School
69
2 1
26d
1040
24
2064
2421
14
1
LibertyHi
3
-
1
7
210
0
210
248
-
-
9
z
moriae
e366
550
Senior Elementary School
SZ
1 2
3
32
960
12
972
840
3
Woodbridge Middle
17
2 1
1
15
4SO
24
474
Std
2
1
-
NeedMm Riddle
13
1
11
360
0
1 360
488
f
Davis Elementary (
119
12
597570
-
Elkhorn Elementary (2)
7
0
2
6
11
330
14
3S4
7S6
6
-
• (17)
Henderson Elementary (3)
3
0
-
3
90
0
90
2S0
6
-
-
Heritap Elementary
I8
2
1
19
S70
12
582
676
2
-
Houston Elementary (i)
13
1
12
360
12
372
350
-
Lakewood Elementary
19
1
3
17
SID
546-
Lawrence E]pentary
7
1
1
7
IIO
12
222
293
3
1
-
Live Oak E14weritary
I1
1
3
1
11
330
36
366
350
-
-
-
Lockeford Elementary (S)
7
-
2
9
270
0
270
2SO
1
-
Clements ElementaS
3
1
4
110
0
120
105
-
-
Dorothy manin (6)
Leroy Nichols 7)
20
1
121
630
0
7Z
630
722
Oakwood Elementary (a)
0
!
1
6
S
Ido
12
192
694
17
Otto Drive Elementary (S)
0
0
0
439
-
-
13
Parklane El u 110)
7
1
1
!
6
11
360
12
372
9S4
10
I
0 20
Ray ementary
_
.
Erma Reese Elementary.
17
1
3
1
147bu
36
4S6
401
Stonewood Eloimentary (21)
0
0
7
7
0
210
214
-
-
-
Turner Elementary
2
0
2
0
tin
ou
•
-
-
Tokay Colony (121
4
0
1
S150
0
ISO
82
-
-
Victor
9
l
i
1
t
74n
F2
2t2
2S4
VtAewood amen ry
Washington Elementary
1401
1
2
1
12
36U
1
24
SO4
384
WT-
372
-
-
-
TOTAL.
420
le
151
141
is
431
15,960
26
13,346
IA433
64
12
27
NC![AT10NS:
(1) Grade 7 and a students from portions of Elkhorn and Oakwood Aiais will be houscl at Needham until catutructian of the new aehool
in North Stockton. Needham elementary students --K to Nichols and 1-6 to Vinewood.
(1) Includes the Devis/Parklare and Elkhorn Mini Schools. Students from old Venice -Xing Island attendance area (All) p to 111AIMa.
(3) Henderson will house grades 4-6 students from Normandy Village Subdivision and classes of gifted and talented students. 1babr-
son M students attend Vinewood.
(4) Houstop is a grade 1-8 school with 7 and a grade students from Locke ford/Clements M.
(S) Grades 2-6 go to 2ackeferd tad K 1 to Clements.
(6) Hattin.hoases only special education %tudents.
(7) Students from the old Terminous AA attend Nichols.
(i) Grades; 1-S from Oakwood M attend Oakwood with Stone-ood Subdivision kindergartners also attending Oakwood. Nesters Valley SW
Davis Oaks SuWivision kindergartners attend Elkhorn Mini.
(9) Otto *ive is graded -6: kindergartners attend Elkhorn Mini.
(10) Parkl" includes grades 2-3 from Norrndy Village Subdivision.
(11) Grade! K-3 attend Ray aid grades 4-6 attend Turner.
(12) Grades 1-6 attend Tokay Colony and Kindergartners attend Live Uk.
(13) There are 21 class. oors at Washington School, with 7 to be converted to a DCH facility.
(14) Includes all type of special education classes, i.e., Eagli3N as a second 1 , learning disability, r&souree specialists,
ets. Mom are deducted becat,s.: they are loaded at less than SO% of the load f a regular classroom, i.e., 13 sttxiatts vs. 30
students. This column is intended to include only permanent :Imssrooms used for these classes. Column "a" is roeea housisgG chil-
dren "flill-time." These students are assigned to a specific room. Column 'b" is IW Lout" program roost. Children using these
rooms are from a regular 30 student class and therefore are accounted for in those coliwts. There any be minor dlstrtrpesei" be
tweea these figures and others used by the District due to scheduling modifications after data compilation.
(1S) Thirty students is used as a multiplier. Actual loading way vary with conditions' and contractural agreemer►ts.
(16) rose are locally generated enrollment projections, calculated for the purposes of classroom planning. Theme way be some deviation
from those done by Office of Local Assistance die to varying considerations.
(17) There.are 4 kindergarten roams with 1 sessions equaling 8 loadings for Elkhorn X!ni and 4 roams with 2 first grads and 4 kinder-
garten sessions at Davis/Parklane Mini.
(18) Generally the atterdance area (M) and the school are the same; However, in certain situations (as rioted above) students from one
attendance area my be attending a school in another area or areas have boon combined. This has been taken into accowt in the
figure in Column I.
(19) There may also be interim housing in the pervunent facilities, i.e., in closets, offices, etc., and double sessions.
(20) With Davis School.
(21) Stonewood grades 4-6, Oakwood 6th grade to attend Otto Drive.
3
OEM TW WARD OF TRUSTEES OF T}IE LODI UNIIFED SQUOL DISTRICT
OF THE alMY OF SAN JOAQUIN, STATE OF CALIFOWNIA
R `EJn.lXIOH !0. P3 -4S
1983 -RA DECLARATION OF aPACTION
SAS, the developme t of new residantial property results in the demW%d
for school facilities; and
p 9XW, the construction of new residences and the resultant inct-esse of
stvtients coantirues; and
siBMAS, students from new residential units in overcrowded attendance areas
cause an immediate need for classrooms solutions: and
iMJ .PS, Lodi Unified School District has considered and acted upon such options
as (1) preseatation to t,-* voters of bond measures to provide capital bunds for per-
msraant sc!ooi hoasing, (2) temporary buildings, (3) double sessions, (4) brussir� ,
(S) school attendance boundary. realignment, and has considered, and for good and suf-
ticient reasons chosen not to act upocs, (6) year-round school attendance and (7) ex-
tended day prog, (high sc2xxl) : and
, there have been nio developer provided facilities as deft—A in Govern-
ment Code Section 69S78; and
WHOW, pursuant to Govenownt Code Section 65978 the City of IAa i has eracted
Ordinance'No. 1149, the City of Stockton has enacted Ordinance No. 3095-_'.S., and thm
qty of Sar, Joaquin has enacted Ordinance No. 2574 to assist school districts miti-
gating the impact of new name comt-ructi on and
, the aforemen ioned Ordinances require residential developers to per-
ticipate in the cost of interim solat:oar. nec.esstta:ed by the overcrowding of -xist-
ing class. facilities due to new residential construction; and
MOUS, this Doard has rr.-iewed the content of the raevelap, , t Fee Report
prepared by staff, a caryp of which is attached hereto, and has approved said report
for public distribution;
lid, IT IS HUM Y&9DLVBD that the Lodi Unified School District declares
impaction in these school sttensdarnce areas affected by current aawd proposed develop
amort plans, to wit:
Lodi High School M (Attessdsnce Area)
Tbkmy H� School AA
Liberty HiSh xhcal M
ftnwia Middle ^School M
Needham Middle School M
Woodbridge Middle School M
La vir Elementary School M
f2Wwrn Blementar7 School M
Hsrdersan Elementary School M
Heritate Elementary School AA
Lawrence Elemuntary School M
Lamy Nichols Elementary School M
Oakwood Elementary School M
Otto Dr.ve Elewntary School M
Parklmwe Elementary School M
Storawood Elemsenta:-y School M
Victor Eleesmntary School M
Viraewood Elementary School M
a IT RRti M RZWLVID that the Superintendent be, and M hereby is, direc.tod
to transanit a certified cWy of this rocolution and the accvapasryirrg staff report
to the City Owncils of Lodi aha Stockton mad the hoard of Supervisors of the County
of San Joaquin for their co , idsration moi coencurreewee.
PASSED Alm ADOPTED this 2nd day of August, 19$3, by the following vote► of
the Board of Trustees, to writ:
AYSS? Jobnston; Sall; 14eyer; Derrick; Todd; Vatsula
NM: NOW
An w- We
W 3switan dent
Clon
4
ALLOCATION OF DEVELOPMENT FEES
Between implementation of the Impaction Ordinances and May of 1982 (in-
clusive), local agencies collected fees from developer/builders for each
bedroom to be constructed on parcels created after the effective date of
the particular ordinance. However, as a result of litigation in Shasta
County, all fees were "impounded" until the State Supreme Court settled
the issue, whereupon the "impounded" fees, totaling 638,942.74, were re-
leased to the District. During the time that the fees were being col-
lected the District expended well in excess of $1,200,000 on interim so-
lutions to the student housing problems. A detailed accounting of Develop-
ment Fees allocated in 1982-83 is contained in the July 1, 1982 "Report
on Allocation of Development Fees" which was presented to all affected
jurisdictions last year.
At that time the Board authorized transfer of $S95,987.74 from the Develop-
ment Fee Fund to the General and/or Site Funds as "payback" for expendi-
tures made during the qualifying period. All "expenditure paybacks" were
made on the premise that fees collected from Subdivision X were to be used
for "qualifying" expenditures at impacted schoolsserving Subdivision X.
This is the same philosophy that has been followed in the allocation of
all Development Fees that have been received to date.
The recommended allocation of development fees is based on strict nterpre-
tation of the enabling legislation. Government Code Sections 65970 - 65981
(SB 201 - 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. Sec-
tion 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 65974 (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 reasonable relatioinship
and will be limited to the needs of the commmity for interim
elementary or high school facilities and shall be reasonably re-
lated and limited to the need for schools caused by the develop-
ment; . . .
Based on the District's desire to use the Fees only in the maruier intended
b,� the implementing legislation and the local ordinances, assumptions and
qualifiers were developed in 1982 to guide in the allocation of Development
Fees. With minor modifications, these same assumptions have been used in
the allocation of Development Fees in 1983.
4
ASSU MONS AND QUALIFIERS
I. Allocations are made on a fiscal year basis; however, due to the tier
periods in which fees are sent to the District, the last quarter of
every year is reported separately or in the following ,year. The start-
ing date for allocation was Fiscal Year 1979-80.
2. hued an a 1940 chimp in the definition of interim, a State Attorney
General Opinion 79-625 (October 16, 1979), and the advice of County
Cornu, the expenses of Otto Drive 11axi School and the two mini schools
.ware trot considered eligible, and, therefore, do not appear in any totals
in last year's report (except Elkhorn set-up, which predated the code
cline). In 1983. AS 1645 was signed into law, permitting Lodi Unified
to use development fees fear the payment of mini/maxi school leases.
3. Consistent with Governmew: Code Section 65974, all expenditures mint be
related to the impacted attf-dmmce area containing the contributing resi-
dsntiel davelopoent. Expenditures by school were "credited" on the ba-
sis of the District's Declaration of Impaction Report and the Board
formula. Mon -impacted schools are tot considered eligible.
4. Developmant 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 eaampie,
Lodi High School takes the overflow from Tokuy High School.
S. In those. attendance areas with several schools (specifically Elkhorn). it
is recognized that the impact of any specific development is on the on.
tire`attendance areal therefore, expenditures made for any school in tho
attendance arca are considered relative to any paying development built
in the atte done area.
6. 1Ugmid" or 'Vureoavered" expenditures wade in the past were not carried
to the next year. However, it has been determined that it is reasonable
to :carry expasdiUnvi,.as well as revenue, forward from one year to the
text` based on the fAlbrAle that the District my provide interim hous-
inla ader+nnce of the development t fea income and the arrival of the stu-
deats ftcn the subject development(s).
7.aantt" fessla
or 'fnexpeendable" revewe received in mzy given year is
coapmamwried ftva year to year for future expesditure on the basis that the
nandfor interim facilities to serve children from the related develop-
uots` my not arrive at the schools until sometive after the revenue
is collected. This is the companion condition to that discussed above.
S. Interest is applied only to qualifying expenditures and not for any other
district purpose, although that may technically be possible. It is felt
that LM- OIL
proper use of !Merest is in the menner ascribed since a
portion.of.tM interest is earned while the fees are still in City and
nosy.. accounts.
9. Leased trailers financed directly or indirectly by the General Rind ,are
included in the expenditures. Students housed in leased trailers are sub-
staatial.ly from the attendance area of the school where they are located.
10. At?tlM present tin, interim beaming expenditures are, budgeted from the
:Mstrict's ganeral fund at the beginning of each fiscal year. At the end
of
the fiscal year development fee revoense is allocated to the various
ngaoditaass based an the above snd a lamp sem is transferred from the
hlrirslbpent Fee Fund to the Gimmrral Find, where it appears in the ending
balance. At the beginning of the fiscal year an anticipated sum W be
transferred in advance through the Ludget process. The amount is based
on a.eatservative projection of fees to be received relative to qualify-
ing expenditures. This procedure is presently to facilitate cost -
accounting.
E
Attendance Areas
Elementary, Middle arx'. High School Attendance Areas and specific schools
serving each City slzodivision paying fees in 1982-83 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 annual attendance
area reports.
Exhibit C details the attendance areas for the 1982-1983 school year.
These attendance areas are applicable to the allocation of development
fees received during the 1982-1983 school year. Although generali)
reflective of the 1983-1984 attendance areas, there are modifications,
including the addition of the Stonewood School.
VA
EXHIBIT C
1982-1983
ATTENDANCE AREAS
AND S(Ti00IS
Subdivision/
Elementary School
Middle School
High School
Jurisdiction
Attendance Area
Attendance Area
Attendance Area
City of Lodi
Aaron Terrace
Vinewood
Senior Elementary
Lodi High
Beckman Ranch
•Nichols
Senior Elementary
Tokay High
Cambridge Place
Heritage
Senior Elementary
Tokay High
Lakeshore
Vinewood Rur31
Senior Elementary
Tokay High
Millswood
Reese
Woodbridge
Lodi High
N. School St.
Condos
Washington
Woodbridge
Lodi High
Palomar Drive
Reese
Woodbridge
Lodi High
Pinewood
Reese
Woodbridge
Lodi High
Stonetree
Heritage
Senior Elementary
Tokay High
Winchester ,acres
Nichols
Senior Elementary
Tokay High
City of Stockton
Colonial Estates
Elkhorn Mini/
Senior Elementary
Tokay High
Otto Drive
Falcon Crest
Elkhorn
Senior Elementary
Tokay High
Fox Creek
Davis/Parklane
Morada
Tokay High
Haru•rs Ferry
Elkhorn Mini/
Oakwood
Needham
Tokay High
Paloau Estates
Parklane
Senior Elementary
Tokay High
Sumer Place
Parklane
Senior Elementary
Tokay High
CckMtY
Country View
Estates
Liket.\-,od
Woodbridge
Lodi High
River Meadows
Lakewood
Woodbridge
Lodi High
Individual
Builders
Davis
Norma
Tokay High
Individual
Builders
Lirt Oak
Morada
Tokay High
Individual
Lockeford/
Builders
Clements
Houston
Lodi High
VA
Development Fee Revenue
During the fourth quarter of Fiscal Year 1981-82 a total of $31,850.00 in
Development Fees was generated and forwarded to the District. This brought
the total Development Fee Revenue received for that fiscal year to $141,273.55.
During the'period July, 1982 through March, 1983 a total of $233,266.00 was
received in Development Fees. This is approximately $123,000 more than the
previous year (for the same time period) and $133,000 more than had been pro-
jected in last year's report for receipt this year. This is taken as tangi-
ble evidence that residential building in the Lodi Unified School District is
definitely on the increase. It is also noted that a substantial proportion
of those residences for which permits have been drawn are not yet occupied;
therefore, the District's estimate of 400 new students is probably quite con-
servative.l
Allocation of Fres
The ba -;is upon which Development Fees are used for payment of interum housing
expenditures is detailed in the introductory portion of this section of the
report (above). 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 of portables, trailers and the setup of
these units, and the mini -maxi school leases (by special legislation).
Between July, 1932 and March, 1983 the District expended $361,018.10 on
trailer, portable and mini/maxi- school leases, the setup of new portables,
and the moving of trailers. These expenditures, by school attendance area
are detailed in Exhibit D.
A total of $4,661.00 in expenditures in the last quarter of Fiscal Year
1982-1983 may be paid by Developnent Fees. This amount is available for
transfer to the General Fund. A total of $200,654 in expenditures were
paid with Development Fees during the period July, 1982 through March, 1983.
This is the total amount that has been transferred to the District's General
Fund ($70,000 was transferred during the budget process in 1982, and $119,074
was transferred at the end of the 1982-83 fiscal year to appear in the Gen-
eral Fund ending balance).
_ Reference is made to Exhibit A - Determination of
District's 1983 Attendance Area Report, available from the
Assistant Superintendent, Elementary Education.
0
Impaction, and the
Office of the
EXHIBIT D
LODI UNIFIED SCHOOL DISTRICT
INTERIM HOUSING EXPENDITURES
FOR PERIOD JULY, 1982 - MARCH 1983
S010OL
%1W
Portable
Lease Cost
rta a
Setup
Cost
Old
Portable
Lease Cost
Trailer
Lease
Cost
Mini and
Maxi School
Total
DAVIS
S 6,389.68
S 4,559.39
$ .00
$ .00
.00
5 11,249.07
ELaMN;
6 203.36
3,43S.26
4 000.00
$108.600.002
122 238.62
KU47EC'"
10 587.36
3,427.46
.00
.00
.00
1.4 014.82
HERITAGE
.00
.00
.00
4,261.20
.00
4.261.20
LA*PFNM
3 485.28
4 834.16
.00
.00
.00
8.319.44
LOCKEFORD
1,424.80
3,302.61
00
.00
.00
4,727.41
I4rEIMMAM
13,853.44
2,523.38
.00
.40
.00
16 376.82
NICHDLS
2,323.S2
41764.84
.00
4,261.20
.00
11 ,34936
0AIOr=
15 S85.12
13 052.03
16 000.0.
.00
.00
44 637.1S
PARKLAW
2,926,32
S,862.10
16 000.00
4.261.20
18 000.00
47 049.62
MDRAM
8,011.76
41332.34
8 000.00
4.261.20
.00
24 605.30
LODI H10i
1 161.76
2 112.28
.00
..00
.00
3,274.04
SAVIOR £LEMMARY
.00
.00
.00
4.261.20
.00
4,261.20
TWY HIGH
036.32 3
13,3S6.33
16 000.00
.00
.00
36,392.6S
WOODBRIDGE
-00
.00
4 000.-0
4,261.20
.00
8.Z61.20
TOTALS
$ 78,988.72
S 65,862.18
S 64,000.00
$25,567.20
$126,600.00
$361,018.10
Amount shown does not include money spent for electrical hookup. That
portion of cost not reimbursed by the State will be included with .the last quarter
of Fiscal Year 1983-84 yet to be reported.
2Amount includes $15,600 for the Elkhorn Mini School and $93,000 for Otto
Drive Maxi School.
3AmOunt shown does not include the cost of final grading, which was delayed
by ponded water. This expenditure will also be reported in the future.
A summary of the District's Develo;xwnt Fee Revenue and Expenditures for
the first three quarters of Fiscal Year 1982-83 is given in Exhibit E. A
detailed breakdown is given on the Development Fee Revenue/Expenditure
Accounting Forms, included in this report as Exhibits F, G, and H. A total
of $200,6S4 was transfered by the end of the 19,82-83 fiscal year from the
Development Fee Fund to the General Fluid.
EXHIBIT E
S1kMARY OF DEVELOP -04T FEE REVENUE AND EXPENDITURES
JULY 1982 - MARCH 1983
REVENUE
Revenue Received 1982-83 $233,266
Revenue Forward from 1981-82 + 70,144
Total Revenue on Hand 1982-83 303,410
Revenue Spent 1982-83 200,6S4
Balance to Carry Forward for 1983-84 $102,756
EXPENDITURE
Total Expenditures for 1982-83 $361,018
Expenditures Paid with Development Fees -200,654
Unpaid Expenditures (No Eligible Ptmds) $160,364
A comprehensive summary of Development Fee Revenue and Expenditures by juris-
diction is contained in Exhibits I, J and K.
The District is currently researching how other districts use Development
Fees, as well as legislative nr000sals for alternative uses of develov-
ment fees. A future report to the District's governing board on this sub=
ject is anticipated. Aside from in -lieu agreements (discussed later in this
section of the report) Development Fees are the exclusive means of mitigating
the impaction of new residential development within the Lodi Unified School
District. The District is currently re -studying the entire area of the im-
paction of residential development on the School District as a result of -in-
creasing information from other districts, the California Associ: tion of School
Business Officials, and the State legislature; rece-it interpretations of
State legislation; and recent court cases (including a significant case at
the appellate level in El Dorado County). Additional information in
this area will also be presented to the Board in the aforementioned report.
Any cmisideration of mitigation nx st be made in relation to the District's"
long-term plans for student housing. This is to be detailed in the revised
Facility Master Plan which is -cur_Pntly underway.
10
EXHIBIT F
LODI UINIFIED SCHOOL DISTRICT
DENSLOpt1w FR., XPENDITM FM
now
t b�
FEE REVENUE RECEIVED
BY DEVELOPMEXT•
REVENUE BROUGHT
Ii7RW,1%D
OAKWOOD
16.000
NEM MI
4,783
ELKKAtN
4 000
PARKIA E
7,360
HBUTAIE
4,661
REVENUE 70
CARRY MrMARD
DECO" RANCH
$2.400
6
5 8,400
DMIDGE PLACE
$13,000
4.661
13,339
S 3,000
9 600
12,600
$ 2,400
6,711
9,111
M.SUUUL ST.
S 1,200
1,200
WINCHESTER ACRES
21 236
21 236
ODLOKIM: ESTATES
S 1,470
(-12,135)CDUNTY--LOOI
R)X CREEK
6,!43
6,143
MGT---
1 200
1 100
TOKAY
2,820
Z'820
FORM-HXISflf7N-LODI HIM
$ 2,600
600
3,200
Cowt`1-
TOKAY
780
780
RIVER HFADOWS
$ 780
780
EXPENDITURES $32,148
16,000
4,798
4,000
7,360
-0-
,W.V11T LM IV L~I
FORWARD 70 1982-83 $70,144
REVENUE RECEIVED 4TH QUARTER 1981-E2 S 31,850.00
RF VENAE FORWARD FAY. IST 3 QUARTERS 1981-8Z +42'95S.00
TOTAL REVENUE AVAILABLE 47H QUARTER 1981-82 $ 74,805.00
REVENUE SPENT 4TH QUARTER 1981-82 - 41661.00
BALAM E n CARRY FORWARD 70 1962-83 f 70.144.00
TOTAL 1981-82 EXP'E7DI URES kHAAINING
UNPAID AT 4TH QUARTER 1981-E2 $ 36,809.00
TOTAL REVENUE S nM 4TH QUARTER 1981-8Z - 4,661.00
UNPAID EXPEFDTTURES FOR 1981-82 YEAR 5 32,148.00
(NFO Eligible Funds)
'SFE SEPARATE LISTING FOR ATTENU NCZ AREA AND/OR SCHOOL SERVING EAOF SUBDMSION
(1) FEES COLLECTED IN MM BY CITY OF STU'a-M AND REMMED .;
E
N
EXHIBIT G
LORI UNIFIED SO M DISMICf
EXPPNDTRBtF.S BY SCHMI, ATIF14alNi E AREA
FEE REVENUE RB(ETV®
REYB�IE
BY DEVEIj0PV4W
880X1 Oakwood Needham MDrada Elkhorn Davis Parklane Tokay Woodbridg# Heritage To: REMM
TO CA1�Y
FOO( 4tD 16,000 4,785 23,990 4,000 8,487 16,000 16,OOC 12,2.11 4,661 79 AQ .A;
S 6,400
1,400
CAPGRnn PLACE
518,000
4,661
13,359
iA10" M VILLAGE
-
112,600
12,600
PIILI.Sk=
S1S,400
5,922
12,211
9,111
WD. SCWOL ST. 01"
S 1,200
1,200
111miW-51 M ACRES
$18,800
2,436
11,236
QOI.t'1*IIAL ESTATES
(1) -$10,665
10;665
FOX CREEK
$54,620
23,990
8,487
16,000
6,143
PMMA ESTATES
S 5.880
S,88o
-0-
SUMEsR PLACE
S 2,760
2,760
.0 -
CMM - Lodi High
1,200
1,200.,
O"fry - Dais. KV",
TOKAY $ 2.820
2,320
EXHIBIT G cont'd
UJOI UNIFIED S(ICOL DISMICr Page 2 of_l
DEVELOPMEW FEE REVFM)E/EXFEN 17M ACMWING FM
FEE REVENUE RECEIVED
EXPEBDITIWS BY SGM ATTENDANCE AREA
BY DEVEIDP14fwr
REVENUE
BAOUCM• Oakwood Needham 1.lorada Elkhorn Davis Parklane { Tokay Noodbri HeriuBe TO: TO CJIRRY
FOWARD 16.000 4,788 23.990 4.000
HXIS CN, LORI Him
-
$ 2,600
600
3.200
aXWN - LtVBOAA.
MORADA, 1MY
S 780
790
RIVER MEAD01MS
_ ?80
780
INTEREST
$7,298. SS
7,298.SS
-0-
"UNPAID EXPENDIMIE.S
$32,148
16,000
4,188
-0-
4,000
-0-
7,360
-0-
-0-
-0-
-0-
gF.VDM TO CARRY
ii1MP" TO 1982-83
70,144
RFVENt1E tT,:Mt t?D 1981-82 - $141,273.55 mrAL maevP1Uts Ka 19ai-az $106,137.00
REVM FMARD FROM 1980-81 - 10,158.00 FUNDS APPLIED TO EXPENDITURES 1979-80 + l,299.S5
'NOTAL REVPMIE ON BAND 1981-82 - $1S1,431.5S $113,43S.SS
REVEKvE SPEW 1981-82 --81,187.SS EXPENDMWES PAID KITH-DEVEIAPHW FEES - 818287.SS
BALANCE TO CAM FORMARD POR 1982-83 - $ 70.144.00 UNPAID EWE DTTtM (No Eligible bads) $ 32,145.00
• SEE SEPMTE LISrIN*G MR ATIENDANm AREA AND/OR SGWL SERVING EACH SUBDIVISION
(I) PEES (bId.EC,'m IN ERROR BY CITY OF STYX. rm AND REI?lu mm
A
EXHIBIT H
LODI UNIFIED SCUNIOL DISTRICT
DEVELOPMENT FEE REVENUE/EXPENDITURE ACCOUNT FONN
FEE REVEINIE
amfvE0 9f
IEVELOPIENT
arm" DavisElkfiorn Henderson Heriur I latkeford Nwdhm Nichols0�lmood Partlan. Mbsads Sr. Elan. Lodilligh lbkar lbod-
9N[RN7Q (1) (1) (1) (1) (1) (1) (1) (1) (1) (I) (1) (1) (1) (2) bridge MANOR
MINIM 11.219 122.239 14,01S 1,261 1,319 4,727 16,377 11.350 1!,637 17,050 24.60S 4,261 3.271 36.393 5.261 IOIOtflND
AMM 79MACS
900
2,300-0-
9 KWM RANM
200
8.400
11,350
6.M I-0-
O*Ntmm PLACE
13
13 310
-0-
1JItlsst�
200
12,600
1,161
16 N04
3.M
4Z,S3S
8.712
1HLmt1LlJ
COMM
200
1 200
-0-
PA1/3 W OM
�- 600
416
194
Fi181p�
1,400
1 600
.0-
0-/
4.2,61
261
3S 339
M1l�BSTEE AUalS
21,2361
21 236
CiT10QA9:9�
S.4
(S)
-10 66S
-S 23C
t3�i
FAMMA
Orr* Dr.)
IM
103 CROOK
.o-
IWAM's 999�1Tf
1.040
PAU M M4rXM9
�p2
i UA
K
Q
x
A
g
MINIM
I
MINNIE
tMEN
11111
oil
$65
15
EaQ-IIM I
0 DEVELOPMENT FEES
TOTAL REVENUE AND EXPENDITURES•
CITY OF LODI
•Through March 1983
TOTAL AMOUNT
COLLECTED
SCHOOLS AND AMOUNT
TOTAL
BALANCE OF UNUSED
SUBDIVISION
1979-83
OF FUNDS EXPENDED
AMOUNT SPENT
DEVELOPMENT FEES
AARON TERRACE
t 2.800.00
Sr. Elem.
S 2,800.00
t 2,800.00
t -0-
BECKMAN RANCH
17,600
Nichols
11,350.00
Tokay High
6,250.00
17,600.00
-0-
CAMBRIDGE
58,800.00
Tokay
54,139.00
Heritage
4,661.00
; S8,800.00
-O-
LAKESHORE
60,800
Tokay
16,804.00
Sr. Elea.
1,461.00
18,265.00
42,535.00
MILLSPOOD
34,400.00
Moodbridge
25.688.00
25,688.00
8,712.00
NO. SCHOOL ST.
1,100.00
Moodbridge
CONDOS
1,200.00
1,200.00
.0-
PALOMAR DRIVE
600.00
Lodi High
(Millsvood)
416.00
416.00
184.00
PINEWOOD
1,600.00
Lodi High
1,600.00
1,600.00
.0-
STONETREE
39.600.00
Heritage
4,761.00
4,261.00
3S,339.00
WINCHESTER ACRES
34,800.00
Tokay High
13,564.00
13,564.00
21,236.00
TOTAL
LODI
$2S2,200.00
$144,194.00
$144,194.00
$108,006.00
•Through March 1983
EXHIBIT J
DEVELOPMENT FEES
TOTAL REVENUE AND EXPENDITURES•
CITY OF STOCKTON
1Deficit balance is due to City of Stockton collecting.fees in error and then refunding developers.
r
*Through March 1983
LI
TOTAL AMOUNT
COLLECTED
SCHOOLS AND AMOUNT
TOTAL
BALANCE OF UWJSED
SUBDIVISION
1979-83
OF FUNDS EXPENDED
AMOUNT SPENT
DEVELOPMENT FEES
CLAIRMONT
$ 47,610.00
Parklane = 43,660.00
Tokay 3,950.00
f 47,610.00
-0-
COLONIAL ESTATE
247,OOS.00
Elkhorn Mini S3,72S.00
Elkhorn 12,821.00
Oakwood 18S,709.00
2S2,25S.00
(IS,2SO.00)1
FALCON CREST
4,160.00
Elkhorn 4,160.00
4,160.00
-0-
PDX CREEK
124,495.00
Davis 14,630.00
Parklane 69,675.00
Morada 23,990.00
Tokay 16,000.00
124,49S.00
-0-
HARPERS FERRY
1,040.00
Oakwood 1,040.00
1,040.00
-0-
PALOMA ESTATES
9,260.00
Parklane 9,260.00
9,260.00
-0-
SUMMER PLACE
2S,110.00
Parklane 2S,110.00
25,110.00
-0-
TOTAL
STOCKTON
s458,6E0.00
;463;930.00
$463,930.00
(SS.2SO.00)1
1Deficit balance is due to City of Stockton collecting.fees in error and then refunding developers.
r
*Through March 1983
LI
DEVELOPMENT FEES
TOTAL REVENUE AND EXPENDITURES*
SAN JOAQUIN COUNTY
SUBDIVISION
TOTAL A14DUNT
COLLECTED
1979-83
SCHOOLS AND AMOUNT
OF FUNDS EXPENDED
TOTAL
AMOUNT SPENT
BALANCE OF UNUSED
DEVELOPMENT FEES
CVUNTRY VIEW ESTATES
S 1,560.00
Woodbridge S 1,560.00
: 1,560.00
-0-
RIVER MEADOtfS
1,560.00
Lodi High 58.00
Woodbridge 1,502.00
1,560.00
-0-'
INDIVIDUAL PERMITS
LODI HIGH AREA
4,400.00
Lodi High 1,200.00
Lockeford 3,200.00
4,400.00
-O-
INDIVIDUAL PERMITS
TO[AY HIGH AREA
22,320.00
Morada 9,060.00
Davis 3,860.00
Tokap 9,400.00
22,320.00
-0-
TOTAL
S 29,840.00
S 29,840.001
S 29,840.00
-0-
*Through March 1983
Q.
l J
In -Lieu Agreements
During the time that Development Fees were impounded, Developers entered into
"in -lieu of development fee" agreements with the District to assure that the
District received fees or a dedication of land to assist in mitigating the
anticipated impact of the proposed residential development. The District has
continued to encourage Developers to willingly enter into these agreements
with the District so that funds generated could be used for long-term solutions
to the housing problems and not just the short-term interim solutions. This
is becoming particularly important as it becomes more difficult to obtain
State funding for new school construction, and as the State imposes District
fund -match requirements.
'Deere are presently 11 in -lieu agreements operative, including one for partial
payment of the Clairmont School Site. The District has agreements for the fol-
lowing developments:
Dermis Noble (Zinfandel Estates) - Stockton
Cook -John Development (Willow Brook) - Stockton
Eilers Annexation - Woodbridge
Woodbridge Greens - Woodbridge
Nona Annexation - Lodi
Park West - Lodi
Filley Ranch (Sun West M4) - Lodi
Barnett -Range (Fox Creek 11 $ 12) = Stockton
Lobaugh - Lodi
Joaquin Murietta - Stockton
Barnett -Range (Clairmont) - Stockton
To date, no direct -agreement fees have been received, with the exception of
the Clairmont Subdivision where the fees will be reimbursed to the developer
after receipt from the City in conformance with the agreement of sale for
the school site. The District is currently reviewing a draft agreement for
Grupe Cam nities' Lakeshore Village and,as a matter of procedure, all develop-
ers are contacted upon District notification of a proposed development. Since
no fees have been collected by the District as a result of agreements, there
is no expenditure plan and the administrative procedures for coordination
with the affected jurisdictions have not been tried. It is noted, however,.
that the City of Stockton requires that reference to anything in-lieu.`of pay-
ment of Development Fees through the City must be made a condition of the
Tentative Subdivision Map at the time of approval. In general, the District
has preferred the receipt of fees instead of land dedication, primarily be-
cause of the immediate need for the fees and the difficulties in establish-
ing a time for construction of a school. Location has also been a primary
consideration. This does not mean that the District would not prefer dedca-
tign in the future, depending upon circumstances. A sample of a generalized
agreement sent to developers for their review is included in this report as
Appendix B.
19
R
STUDENT HOUSING UPDATE
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 pro-
grams that are currently being pursued.
The Lodi Unified School District is actively pursuing solutions to existing
and projected student housing inadequacies on two fronts.
First, the District is continuing to pursue permanent facilities with applica-
tions for seven new schools and expansion of three others through the Leroy
F. Greene Lease-7urchase Program of 1976, and second, the District is making
every effort to house children in an interim basis with minimal adverse im-
pact on the educational program.
Perdanent Facilities
Since last year, site work at the Stonewood School site in north Stockton has
been nearly completed with arrival of the eight relocatable classrooms antici-
pated by fall of 1983. Plans have been completed and approved by the State for
construction of Clairmont Elementary School (north Stockton), Washington School
Developmental Center for the Handicapped (Lodi), and permanent buildings at Stone-
wood. All of the projects are ready for construction; however, funds are not
available until the sale of another $75 million in Proposition 1 (November 198,2)
bonds. Although the Committee charged with bond sale recommendations has givah
the go-ahead to sell the bonds, the State Treasurer is not expected to do sour
til the fall or early winter of 1983. One hundred and twenty-five mill ion°dollars
in Proposition 1 bonds have been sold to finance already -approved projects whose
funds were transferred by the Governor and the Legi.slatuiv to thii.StatilGeheral
Pund in the February, 1983, budget balancing legislation. The site'..work `and �::re-
locatable buildings at Stonewood School were included in an earlier rt;on-
ment and encumbered by contract prior to the transfer. Upon sale ofat a bonds,
Lodi Unified expects full funding of the projects ready for constructioan...The
Disirict has received Phase II approval for the new Middle School' (north -:,V; ".'*'tonY
with apportionment to be made from existing cash -on -hand or from the fo�Wng
bond monies. Preliminary planning money has been received for the permanent
buildings at Oakwood (north Stockton.), English Oaks Elementary School
and�Holt Elementary School (north Stockton). Revisions in the District's''aonli
cation and priority points have resulted in a temporary hold on these projects.
It is anticipated that sufficient eligibility will be generated..in.'the 1411"Of
1983 to proceed with the plans for these projects. Educational specifications,:
site selection, and preliminary plans are in -process for the new higi...." pool
and the new continuation high school, both to be located in north Stockton. -
Alternatives
An important consideration in determining the host reasonable housing alter-
native is the neighborhood school concept. Also important is the equal load
ing'policy which causes all schools throughout the District, within a given
grade span, to house the same proportion of students relative to capacity, .
where practical. Equal loading is a concept that works well in an urban area
but; provides extraordinarily long bus rides for students when the`area_of
N
21
:i
t t
Impaction and growth is substantially removed from the area where classrooms
are available. As growth continues and the ^;chools become overcrowded before
neer facilities can be constructed, the District has considered and will con -
tine to consider the following alternatives:
Busing:
Busing is used as an interim process to implement the equal load policy.
The Board finds that no pupil should he bused from his attendance area,
but if necessary, never more than 10 miles from the "full" sclml to the
school of redirection.
Double Sessions - Elementary Schools:
Double sessions in the primary grades retain the same amount of in -class,
time. In each of the instructional sections, double sessions are pet=
ceived as being disadvantageous to the students attending school in the
p.m. shift. The fabric of society rejects the concept of young childten ,
being in school from 12:30 p.m. to 5:00 p.m. followed by what may.be.A-
extended period of time on the school bus. Older children -(above gra . 4)
lose a significant amount of instructional time through the device of,,
double sessions; therefore, it is not considered feasible for the.inter-
mediate grades. Double sessions are perceived as being acceptable:on,.an
extremely short-term measure for grades 1-3 pupils.
Extended Day Programs - High Schools:
Programs in the early morning or in the late afternoon may be devised'to
utilize a high school plant at above -normal carrying capacity. SmA pro -
lrms are found to have relatively small pupil/parent ;interest, are.n tl.. s
conducive to intergration with established busing schedules, snd ate.not,
a viable answer to impaction.
School Boundary Realignment:
This device has been used to accomodate growth in an ianediately adja
cent attendance area. Where growth is scattered or substantially re -t.
moved from school houses with room available, .realignment
Boundaryis ineffect
Ire
.
Boundary realignment is not a viable permanent solution`s that al
ready accomplished consider the M
considering growth rate of the several atfeanoe=>
areas in this district and their close pmuimity.to each other. A:de,:
ammation of territory (formation of a new district or' transfer. of ter
ritory to an existing neighboring district) is not considered a political
reality
Year -Round grhools:
A year-i3'ound school progr= could have the potential of increasing
able cla:ssrooem space by 18% to 2Si. Over the last two; years DJst#ct`'
staff, Board members, and the Year -Round School Committee met and studied
the appriateness of Year -Round School in Lodi Unified and to determine
those s}wols frost suited for posy ible implementFAtion o such: a program=
in this; or subsequent, school years. Meetings with parents of students
in potential YRS attendw-.c:e areas were held during the ,last.. sdv»61-year.
22
t�
In some cases parents were polled in writing. Based on constituent
disapproval the governing Board set aside consideration of YRS in all
areas except the "greater" Elkhorn Attendance Area. As an aside, it
has been found that many districts that had year round schools have
returned to conventional scheduling, and all districts with year-round
school have indicated that the program will not work unless it has
significant parent support, which is not present in Lodi Unified School
District.
State Lease Emergency Classrooms:
Assembly Bill 8, signed by the Governor on July 24,'1979, enacted the
Emergency Classroom Law of 1979. Under this law, Lodi Unified: School
District has received 84 portables. The District must qualify for re-
ceipt of these units on the basis of our State School Construction Ap-
plication. Separate application must be made ea,.h year and receipt of
the units is subject to availability. This program has provided the
most significant relief to Lodi's overcrowding. situation. These units
are subject to recall by the State of California should there be a
greater need elsewhere in the State. These units can be used for regu-
lar classroom programs only and must be loaded at the rate of 30 stu-
dents per unit. Although the units are quite utilitarian and most sites
have room on an interim basis, support facilities, such as play area;
bathrooms, cafeteria, multi-purpose room, lockers, etc., are taxed well `
beyond capacity with the additional classroom units.
Trailers:
The District currently leases a number of trailers to house special edti►-
cation programs. The capacity of these units is approximately 1Z'`stu
dents and the lease and setup costs are two to three times: "t3ie ,cost of ;
the State portables. The District will attempt to. phase out"a11 tra".
in favor of State lease portables where possible. This will: require
moving special education classes into regular classrooms and regular --''pro'-
grams into the portables.
Relocatable Units:
Relocatables are herein defined as portable units.. owned by the -District.
Many: of these units are more than 15 years old; however, they Misys; t
quite serviceable. As a matter of policy, all new scho�';. are beAg,de- ;Y F
signed with a certain number of reloeatable portabYcs:in anticipation
cif a declining enrollment situation in the future. This will g3.va the
District flexibility in housing students in the future..and.the:use of rF;.
relocatables in the site master plan Rives the District:borii points''which
can be applied towards additional square footage in permaryent buildings..
As noted earlier, these units are now included in the °District's:inven :=
tory of permanent classrooms. then the various older units will tie be
yond repair and perhaps unsafe for occupancy has not been determined.
The District currently retains these units for use wherever needed,
although many of the units are basically permanent at their present to
cation.
23
±'hared Facilities:
Other alternatives that are in use in other Districts i&lude the:use of
school, bu4lldingz3 in adjoining districts which are not needed, by -that
district. .:.This is not considered a viable alternative for Lodi as lacdii-
ties in all adjoining districts, except Stockton Unified, are--used,-to
.:the..maximsn extent. The Stockton Unified facilities within a reasdnab3e
•distance.of Lodi Unified also do not have surplus capacity, while vacant
classrom..'space is not located within a reasonable transportation dis-
tance. -
24
I 12
APPENDIX A
STATE CODE
Chapter 4.7. School Facilities
65970.
The Legislature finds and declares as follows:
(a)
Adequate school facilities should be available for
children residing in new residential developments.
(b)
Public and private residential developments may
require the expansion of existing public schools or
the construction of new school facilities.
(c)
in many areas of the state, the funds for the
construction of new classroom facilities are not
available when new development occurs, resulting
in the overcrowding of existing schools.
(d)
New housing developments frequently cause condi-
tions of overcrowding in existing school facilities
which cannot be alleviated under existing law with-
in a reasonable period of time.
(e)
That, for these reasons, new and improved methods
of financing for interim school facilities necessi-
tated by new development are needed in California.
(Added
by Stats. 1977, Ch. 955.)
65971. If the governing body of a school district which operates
an elementary or high school makes a finding supported by clear
and convincing evidence that: (a) conditions of overcrowding exist
in one or more attendance areas within the district which will
impair the normal functioning of educational programs including
the reason for such conditions existing; and (b) that all reasonable
methods of mitigating conditions of overcrowding have been eval-
uated and no feasible method for reducing such conditions exist,
the governing body of the school district shall notify the city
council or board of supervisors of the city or county within which
the school district lies. The notice of findings sent to the city or
county shall specify the mitigation measures considered by the
school district. if the city council or board of supervisors concurs
in such findings the provisions of Section 65972 shall be applicable
to actions taken on residential development by such council or
board.
(Added by Stats. 1977, Ch. 955.)
65972. Within the attendance area where it has been determined
pursuant to Section 65971 that conditions of overcrowding exist,
the city council or board of supervisors shall not approve an
ordinance rezoning property to a residential use, grant a discre-
tionary permit for residential use, or approve a tentative subdivision
map for residential purposes, within such area. unless the city
council or board of supervisors makes one of the following findings:
2
Policy
Local findinp
Development P"*WAUd
unless firWhW made
_,
Esoo"pdaons (1) That an ordinance pursuant to Section 65974 has
been adopted, or
(2) That there are specific overriding fiscal, economic,
social, or environmental factors which in the judg-
ment cf the city council or board of supervisors
would benefit the city or county, thereby justifying
the approval of a residential development otherwise
subject to Section 65974.
(Added by Stats. 1977, Ch. 955.)
Oelinitkm 63973. As used in this chapter:
(a) "Conditions of overcrowding" means that the total
enrollment of a school, including enrollment from
proposed development, exceeds the capacity of such
school as determined by the governing body of the
district.
(b) "Reasonable methods for mitigating conditions of
overcrowding" shall include, but are not limited to,
agreements between a subdivider and the affected
school district whereby temporary -use buildings will
be leased to the school district or temporary -use
buildings owned by the school district will be used.
(c) "Residential deve!opment" means a project contain-
ing residential dwellings, including mobilehomes, of
one or more units or a subdivision of land for the
purpose of constructing one or more residential
dwelling units.
(Added by Stats. 1977, Ch. 955.)
faerim facilities 63971,. For the purpose of establishing an interim method of
provided by providing classroom facilities where overcrowding conditions exist,
doth mflon or fee as determined necessary pursuant to Section 65971, and notwith-
as condition a standing Section 66478, a city, county, or city and county may, by
amr4mal ordinance, require the dedication of land, the payment of 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, provided that all of the
following occur:
(a) The general plan provides for the location of public
schools.
(b) The ordinance has been in effect for a period of
30 days prior to the implementation of the dedi-
cation or fee requirement.
(c) 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 class-
room and related facilities.
(d) 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 will be limited
to the needs of the community for interim elemen-
tary or high school facilities and shall be reasonably
related and limited to the need for schools caused
by the development; provided, the fees shall not
exceed the amount necesary to pay five annual
lease payments for the interim facilities. In lieu
of the fees, the builder of a residential development
2E
i`
n
Limitation on 65979. One year after receipt of an apportionment pursuant to
interim facilities the Leroy F. Greene State School Building Lease -Purchase Law of
1976 (Chapter 22 (commencing with Section 17700 of Part 10 of
the Education Code) for the construction of a school, the city or
county shall not be permitted thereafter, pursuant to this chapter
or pursuant to any other school facilities financing arrangement
such district may have with builders of residential k:evelopm"t, to
levy any fee or to require the dedication of any land within the
attendance area of the district. However, any time after receipt,
of the apportionment there may be a determination of overcrowding
pursuant to Section 63971, if there is the further finding that
(1) during the period of construction additional overcrowding would
occur from continued residential development, and (2) that any fee
levied and any required dedication of land levied after the receipt
of the construction apportionment can be used to avoid the addl-
tional overcrowding prior to the school being available for use by
the school district.
Any amounts of fees collected or land dedicated after the
receipt of the construction apportionment and not used to avoid
overcrowding shall be returned to the person who paid the fee or
made the land dedication.
(Amended by Stats. 1980, Ch. 1354.)
Definition of interim 65980.
For the purposes of Section 65974, "classroom facilities,"
facilities "classroom
and related facilities," and "elementary or high school
facilities"
mean "interim facilities" as defined in this section and
shall include no other facilities.
Interim facilities for the purposes of Section 65974 sl�all be
limited to
the following:
(a)
Temporary classrooms not constructed with perma-
nent foundation and defined as a structure contain-
ing one or more rooms, each of which is designed,
intended, and equipped for use as a place for formal
instruction of pupils by a teacher in a school.
(b)
Temporary classroom toilet facilities not construct-
ed with permanent foundations.
(c)
Reasonable site preparation and installation of tem-
porary classrooms.
(Amended by Stats. 1980, Ch. 1354.)
Recommendation on fees 65981. If an ordinance has been adopted pursuant to Section
65974 which provides for the school district governing body to
recommend the fees for providing interim facilities that are to be
assessed on a development as a conoaition of city or county approval
of a subdivision, such recommendation shall be required to be
submitted to the respective city or county within 60 days following
the issuance of the initial permit for the development. Failure to
provide the recommendation of fees to be assessed within the
60 -day period shalt constitute a waiver by the governing body of
the school district of its authority to request fees pursuant to this
chapter.
(Added by Stats. 1979, Ch. 282. Effective July 24, 1979.)
;I
141
Limitation on 65979. One year after receipt of an apportionment pursuant to
btterim facilities the Leroy F. Greene State School Building Lease -Purchase Law of
1976 (Chapter 22 (commencing with Section 17700 of Part Ito of
the Education Code) for the construction of a schooi, the city or
county shall not be permitted thereafter, pursuant to this chapter
or pursuant to any other school facilities financing arrangement
such district may have with builders of residential development, to
levy any fee or to require the dedication of any land within the
attendance area of the district. However, any time after receipt>
of the apportionment there may be a determination of overcrowding
pursuant to Section 63971, if there is the further finding that
(1) during the period of construction additional overcrowding would
occur from continued residential development, and (2) that any fee
levied and any required dedication of land levied after the receipt
of the construction apportionment can be used to avoid the addi-
tional overcrowding prior to the school being available for use by
the school district.
Any amounts of fees collected or land dedicated after the
receipt of the construction apportionment and not used to avoid
overcrowding shall be returned to the person who paid the fee or
made the land dedication.
(Amended by Stats. 1980, Ch. 1354.)
pnoedtion. of hvtwirn 65980. For the purposes of Section 65974, "classroorn facilities,"
fa�Cili� "classroom and related facilities," and "elementary or high school
facilities" mean "interim facilities" as defined in this section and
shall include no other facilities.
Interim facilities for the purposes of Section 65974 shall be
limited to the followiig:
(a) Temporary classrooms not constructed with perma-
nent foundation and defined as a structure contain-
ing one or more rooms, each of which is designed,
intended, and equipped for use as a place for formal
instruction of pupils by a teacher in a school.
(b) Temporary classroom toilet facilities not construct-
ed with permanent foundations.
(c) Reasonable site preparation and installation of tem-
porary classrooms.
(Amended by Stats. 1980, Ch. 1334.)
' -4AWn at fees 65981. If an ordinance has been adopted pursuant to Section
65974 which provides for the school district governing body to
recommend the fees for providing interim facilities that are to be
assessed on a development as a condition of city or county approval
of a suh:11vision, such recommendation shall be required to be
submitted to the respective city or county within 60 days following
the issuance of the initial permit for the development. Failure to
provide the recommendation of fees to be assessed within the
60 -day period shall constitute a waiver by the governing body of
the school district of its authority to request fees pursuant to this
chapter.
(Added by Stats. 1979, Ch. 282. Effective July 24, 1979.)
'3
05
APPENDIX B
SAMPLE
IN -LIEU DEVELOPMENT FEE AGREEMENT
This AGREEMENT, made and entered into this day of by and
between having its principal
place of business in California (hereinafter,
"DEVELOPER") , and LODT UNIFIEU_=OOI. DISTRICT OF SAN JOAQUIN
COUNTY, a Political SubJivision of the State of California
(hereinafter, "LODI UNIFIED").
W I T N E S S E T H
These parties hereto acknowledge and mutually agree that:
1. During a period covering approximately years, Developer
plans to construct approximately rest ential units
within the district governed by Lo -3i Unified, as part of a
project commonly known as consisting
of approximately acres located in the _ of
San .Joaquin County, California.
2. Construction of said residential units will cause increased
enrollment in the district, compounding the current problems
faced by Lodi Unified in providing facilities for students.
3. Developer desires to alleviate the impact upon Lodi Unified of
said anticipated increase in enrollment.
4. The real property constituting the site upon which the here-
tofore mentioned project is to be constructed is more particu-
larly described as:
(insert legal description)
S. Lodi Unified has no objection to Developer's
project; provided the Developer make a reasonable and approp-
riate contribution to mitigate the impact that the project may
have on Lodi Unified.
6. Developer shall make such reasonable and appropriate contribution
to mitigate school overcrowding by either,at the election of
Lodi Unified: (a) Depositing with Lodi Unified an amount equal
)y
��
to, and in lieu of, any sums prescribed to be deposited for
such residential development by Ordinance
Number , of the Code, commonly
referred to os the "School Facilities Dedication Ordinance."
(1) It is understood by the parties hereto that the fee
schedule, under the provisions of said ordinance, is set
by the periodically by resolution.
(2) The rate of fees applicable to this Agreement shall be
the rate in effect on the date payment becomes due under
the terms of this Agreement.
(3) In no event shall the fees exceed two percent (2$) of the
actual construction cost of the Developer.
(4) In the event that said Ordinance is declared unconstitu-
tional by any court of law having iurisdiction over the
the applicable rate of fees shall be the last
rate set by prior to the effective date
of the Court's ruling. Said declaration of unconstituti)n-
ality shall have no force or effect upon Lodi Unified's
ability or right to collect the fees set by this Agreement.
(S) Said fees shall be due and deposited with Lodi Unified at
such time as Develoner or builder shall be in a position
to receive from the all building permits for
residential structures necessary for the construction of
buildings on such portion of the development as Developer
or builder is then currently planning.
(b) Upon receipt of the fees provided for by this Agreement,
Lodi Unified shall notify the
of its receipt thereof and request that the Developer or
builder be exempt from any fee imposed upon the same
residential units by Ordinance Number
(7) In the event that the shall collect any fees
under said ordinance, upon residential units for which
Developer has already paid a fee under this Agreement, Lodi
Unified shall reimburse Developer for any duplication
of payment based upon the same residential units and in
no event shall Lodi Unified collect the fee both under said
Ordinance and this Agreement.
(b) Providing for, and dedicating, a(n) school
site for the benefit and use of Lodi Unified.
(1) It is understood by the parties hereto that such a school
size must be approved by various State agencies, including
the Bureau of School Planning.
(2) In no event, shall the total area of .aid school site
exceed acres.
30
7. In the event that school facilities are constructed with proceeds
from the sale of bonds and/or levy of a special override tax
by Lodi Unified eliminating the student housing shortage caused
by Developer's project prior to completion of said project,
Developer shall be released from its obligation under this
Agreement, and shall be refunded all unexpended monies then on
deposit with Lodi Unified.
8. In the event that the Developer should breach any term of this
Agreement, Lodi Unified reserves the right to notify the
of said breach and request that the
withdraw approvals until Developer agrees to remedy tFie breacTi—
or otherwise mitigate the impact of its project on Lodi Unified's
overcrowded classroom conditions. Lodi Unified's reserved right
under this; paragraph shall be in addition to, and shall in no
way preclude, its right to pursue other lawful remedies for
breach of this Agreement.
9. Lodi Unified shall record a copy of this Agreement in the Offi-
cial Records of San Joaquin County. From and after the date of
such recording, the obligation to pay any fee under this
Agreement shall constitute a lien on the title to each resi-
dential unit contained in the Development
until such time as the lien is extinguished y payment of the
appropriate fee(s). Lodi Unified shall execute appropriate
releases for each residential unit upon receipt of fees
pursuant to this Agreement.
10. In the event any portion of this agreement shall be found or
declared by a court of competent jurisdiction to be invalid,
the remaining terms and conditions hereof not expressly
declared invalid shall remain in full force and effect. A
legislative or judicial amendment or declaration altering or
eliminating the authority conferred upon the
by the provisions of Government Code Section 3!; , et seq.,
or otherwise declaring the School Facilities Dedication
Ordinance to be invalid, shall not affect the rights and
obligations created by this Agreement, except as specifical-
ly provided hereinbefore.
11. In the event that either party to this Agreement resorts to
litigation to enforce the terms and conditions hereof or to
seek declaratory relief or to collect damages for breach hereof,
the prevailing party in such litigation shall be entitled to
recover reasonable attorney's fees.
12. All notices and payments to be given or made under this Agree-
ment shall be in writing and shall be delivered either
personally or by first - class United States mail, postage
prepaid, to the following persons at the location specified:
FOR THE DISTRICT
Facility Planner
Lodi Unified School District
815 West Lockeford Street
Lodi, CA 95240
31
FOR THE DEVELOPER
13. TERM. This Agreement shall be effective the date first above
written and shall terminate upon completion of the construction
of the final residential unit in the project, unless otherwise
agreed by the parties.
14. MODIFICATION,. This Agreement contains each and every term
and condition agreed to by the parties and may not be amended
except by mutual written agreement.
(other terms as agreed by District
and Developer)
IN WITNESS WHEREOF, the parties hereto have entered into this
Agreement the day and year first written above.
Approved as to Form
eputy County Counsel
Date
32
By
- Hereinabove Called "DEVELOPER"
LODI UNIFIED SCHOOL DISTRICT OF
SAN JOAQUIN COUNTY, a Political
Subdivision of the State of
California
By
Ellerth E. Larson, uperinten ent
- Hereinabove Called "LODI UNIFIED"