HomeMy WebLinkAboutAgenda Report - October 19, 1983 (35)F� ��..'^e�'R
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MMIC MRINGS
LtDI UNIFIED Notice thereof having been published in accordance with / -
SCHOOL DISMCP law and affidavit of publication being on file in the office
DRaARff ICN CF of the City Clerk, Mayor Olson called for the Pubic Hearing
INPAMCN to consider the 1983-84 Declaration of Impaction by the Lodi
Unified School District Board of Trustees.
The matter was introduced by Ellerth E. Larson.
Superintendent of Schools. Nhry Joan Starr, Facility
Planner for the Lodi Unified School District gave a report
concerning the matter and responded to questions regarding
the subject as were posed by members of the City Council.
The following information regarding the subject was provided
Council.
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 construction within the District.
In January, 1983, local agencies and developers reported
probable summertime construction of approximately 710
residential units with an additional 5,000± units in the
planning stages.
18%. or more importantly. 3,047 of the statistically
projected number of students planned for arrival are
considered "unhoused," meaning that there are insufficient
regular classroom 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 studerttf in the following
manner during the 1983-1984 school year,
431 permanent classrooms.
M"other" in -school spaces, i.e., storage areas, work
roam. offices etc. that are "unofficially" used as
classroaa space.
12 leased and District -awned trailers
14 adni-school roam in temporarily converted duplexes
13 maxi -school roam in temporarily converted duplexes
45 District-ovined relocatable rocas
84 State -lease emergency portables
11he following facilities are used to house UM programa;
however. Development Fees can riot be aWl led at these
locations:
1 leased house used for deaf -blind student education
6 roams in leased quarters for the Career Center
7 District -owned relocatable roans for Adult Education
-3-
f;f'v"''a
IUODBCLAR4TICN Enrollment projections and ciassroam loading are detailed by
OF 1Mk?ALTICN Attendance Area school in Exhibit A.
(CCNr'D)
The number of "unhoused" students reported for the caning
school year is reduced drastically frau the number reported
in 1982-83. This is due to a definitional change and not to
a decrease in actual numbers of students. In past years,
District -owned relocatable buildings were considered interim
housing; however, they are now courted as permanent
classrooms as a result of a re-evaluation of how these
buildings are used over the short and long-term and
clarified information on how they are viewed by State school
building 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
caning year as a special program/mal ti -purpose roan and is
temporarily not available as a regular classroamn. Inclusion
of the 45 buildings as interim housing would result in an
additional 1,350 "uonhoused" students, bringing the total to
4,397. which is an approximate increase of 400 students over
last year.
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
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 was also
provided for Council's perusal.
Lodi unified School District
1983-84
Lodi High School Attendance Area
Tokay High School Attendance Area
Liberty High School Attendance Area
Nbrada Middle School Attendance Area
Needham Middle School Attonidance Area
Woodbridge Middle School Attendance Area
Davis Elementary School Attendance Area
Elkhorn Eleamentary School Attendance Area
Henderson Elementary School Attendance Area
Heritage Elementary School Attendance Area
Lawrence Elementary SdMl Attendance Area
Leroy Nichols Elementary School Attendance Area
Oakwood Elementary School Attendance Area
Otto Drive Elemmentary School Attendance Area
Parklane Elementary School Attendance Area
Stonewood Elementary School Attendance Area
Victor gleam tary School Attendance Area
Vinewood Elementary School Atterklw ce Area
lAttende ce Areas are determined each year by the Assistant
Superintendent --Elementary Education in cooporation with the
principals and the District Administration and Staff. A
publication, reviewed by the &,ard is prepared each year.
There may bo more than one elementary school in an
Attendance Area.
There were no persons in the audience wishing to speak on
the subject and the public: portion of the hearing was
closed.
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nr} BEFORE 7W BOARD OF TRUSiFES OF THE LOBI UNIIFED SCHOOL DISTR- T
4
OF 7M COMM OF SAN JOAWIN, STATE OF CALIFORNIA
RESOLUTION NO. 83-45
1983-84 DECLARATION OF DVACTION
WHS AS, the development of new residential property results in the demand
for school facilities; and
WHU$AS, 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
WMMMAS. Lodi Unified School District has considered and acted upon such options
as (1) presentation to the voters of bond measures to provide capital funds for per-
sanent school housing. (2) temporary buildings, (3) double sessions, (4) bussing,
(S) school attendance boundary realignment, and has considered, and for good and suf-
ficient reasons chosen not to act upon, (6) year-round school attendance and (7) ex-
tended day p&Ograas (high school); and
WHEREAS, there have been no developer provided facilities as defined in Govern-
ment Code Section 69578; and
W EMAS. 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 Joewin has enacted Ordinance No. 2574 to assist school districts m ti-
gating the impact of new home construction; and
WHEREAS, the aforementioned ordinances require residential developers to par-
ticipate in the cost of inwim solutions necessitated by the overcro-aAing of exist -
L -4 classroom facilities dua to new residential construction; and
MERFAS, this Board has reviewed the content of the Development Fee Report
prepared by staff. a cony of which is attached hereto. and h►s approved said report
for public distribution;
THOEPORh;, IT IS HERW.RESOLVED that. the Lodi Unified. School District declares..
impaction in three school attendance areas affected by current and proposed develop-
mean plans, to ' crit:
Lodi high School,,M, (Attendance Area)
Heritage Elementary School AA
Tokay Hugh School AA
Lawrence Elementary School AA
Liberty Hiigh,School Jul
Leroy Nichols Elementary School AA
Morada R"lddle School M
Oakwood Elementary School: AA
Needhms Middle School M
Otto Drive Elementary School AA
Moo&widp Middl*- School AA
Parklane Elementary School AA
Davis Elementary School M
Stuw3rood Elementary School AA
Elhdw .11amentary School AA Victor Elementary School AA
Hle W* -son Elwatsry ,School M Vinewood .Ehementary Sciwol.. AA
U IT RXrn R RESOLVED. that the iiperintesdent be, and he hereby is, directed
to,transatit'alctni Pied copy of this resolution and the accompanying staff report
to the: City Ga wUz 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 hem, 1985, by the follarir4. you of .
the Board of Trustees, to wit:
AYES: Johnston; Ball; Meyer; Derrick; Todd; Vatsula
mss,
NOBS: None
Amm: Dale
ton, PVPnt
a, e
Mayor Evelyn M. Olson
Members of the Lodi City Council
City Hall
221 W. Pine Street.
Lodi, CA 95244
Dear Mayor Olson and Members of the Council:
Transmitted herewith is a copy of the District's approved 1983-1984
Development Fee Report, a copy of Resolution 83-45 (1983-1984:Declara-
tion of Impaction), and a copy of the October 1, 1983 Development Fee
Update for the City of Lodi.
On August 2, 1983, the District Board of Trustees approved the 1983-
1984 Development Fee Report for public distribution and adopted Reso-
lution 83-45 declaring certain school Attendance Areas "impacted."
On September 27th, the Board commenced discussion on the col li^tion
and use of Development Fees in the City of Lodi area. On..October 4,
the. Board voted 7-0 to request the City of Lodi to.continue the col-
lection of Development Fees at the present rate of $200 per bedroom.
The Board also directed District staff to continue close monitoring
of the Development Fee revenue andexpenditures, and to periodically
report .to the Board the status of the Fund.
In taki ng action, Board members emphasized the District's continued,
and escalating, need to supply interim school' housing, to serve devel-
opinj.'residential tracts within the: City of Lodi, in advance of per-
manenV buildings to be funded through the State's Leroy F. Greene Pro-
gram. The'Board's determination was made after lengthy discussion of
the alternatives outlined'in the Update (attached) and the impact on
school facilities of present and future residential buil`di'ng in the
City of Lodi.
'
At the October 19th Ci ty Council hearing, District representatives will
request that the collection and transmittal of Development Fees con-
on-tinue
tinueat the present rate.
u-
i
i
I
Mayor '.Evel jp M: Olson
,, ,- .
Members of 'the Lodf City. Council
October 10,"1983
Paget ty
Thank you for your continued support of our efforts to provide school
housing for Lodi students. We look forward to meeting with you on
the 19th.
Sincerely,
!EllertfE. Larson
Superintendent
EEL; eh
Attachments
NOTICE OF TUBLIC HEARING REGARDING
1983-84 DECLARATION OF IMPACTION BY
LODI UNIFIED SCHOOL DISTRICT BOARD
OF TRUSTEES
WHEREAS, Ordinance No. 1149, entitled, "An Ordinance of the City of Lodi
to provide for 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 functioningof educational programs including the reason
for such conditions existing, (2all reasonable methods mitigating conditions
of overcrowding have been evaluated; and (3) no feasible methods for reducing
such conditions exist. Such notification shall remain in effect until with-
drawn in writing by the governing body of the school district.
I` Upon receipt of such notice, the City Council shall schedule and conduct
-a public hearing on the notification for the purpose of allowing interested
parties to comment on the matter. Following such hearing, the City Council
shall determine whether it concurs in such finding. If the City Council concurs,.
E it shall by resolution designate the school as an overcrowded school.
�.._. NOW,` THEREFORE$ BE IT RESOLVED that the City Council of the City of Lodi
does hereby set a: Public Hearing on Wednesday, October 19, 1983 at the hour of
8:00 p.m oras soon thereafter as the matter may be heard, in the Council
Chambers, City Hall, 221 West Pine Street, Lodi, California, to receive public
input on notification received from the Lodi Unified School District declaring
a state bf-A-paction.
Information regarding this item may be obtained in the office of the
City Clerk:at 221 West Pine Street, Lodi, California. All interested persons
are invited to present their views either for or against the above proposal.
Written statements may be filed with the City Clerk at any time prior to the
hearing scheduledherein and oral statements may be made at said hearing.
t Dated: October 6, 1983
{ By.Order of the City Council
Alice M. Reimche
City Clerk
• r
LODI UNIFIED SCHOOL DISTRICT
Facilities and Planning
DEVELOPMENT FEE UPDATE
September 1983
Revised Edition
October 1, 1983
INTRODUCTION
On. August 2, 1983, the Board approved the 1983-84 Development Fee Report for
public distribution and adopted Resolution 83-45 declaring certain school at-
tendance areas "impacted." It was anticipated that schools in those atten-
dance
tte -dance areas would be overcrowded in the coming year. This conclusion was based
on an analysis of classroom capacity in relation to projected enrollment at
each site.
The actual enrollment reached in September of this year exceeded the projection,
resulting. in an even greater degree of overcrowding than the supporting docu-
ments in the July, 1983 Development Fee Report indoicate.
On September 27th the Board received, and discussed, the first edition of
this report, at which time the Board was also informed that staff will be
pursuing -the continuation of the Development Fee with the Lodi City Council.
It is staff's concern that the Board's intention.with regard to the continued
collection and use of Development Fees from Lodi City developments be properly
addressed. This report is a reorganization of the earlier report, with an- em-
phasis on the concerns addressed by the Board at the last meeting.
REVENUE
The Development Fee revenue received from the City of Lodi is detailed in
Table 1, below.
TABLE I
DEVELOPMENT FEE REVENUE --CITY OF LODI
A B C
Cumulative
Fees . Interest Total '. Collect
1978 to $252,200 $69720 $255,720
March 1983 (Total shomn in
Column 1, Exhibit I
of Report)
March 1983 to $ 33,800 -0- $289*520 -
May 1983- (Amount Reported
(Trosmitted and by Finance Director)
on account with
District)
To August 1983 $49,200
(Collected by
City but not yet
received)
-0- $338,720
(Grand Total)
The amount of Development Fee revenue on -account with the District in July,
1983 (from collections through March, 1983), and the amount collected during
each of the subsequent quarters to -August, 1983, is detailed, by subdivision,
in Table II. It is rct possible to directly relate the amounts collected
with the amount received by the District, as the amounts collected are reported
to the District by the City Community Development Department on permit -by -permit
basis. The District maintains a ledger accounting of these collections. The
District also maintains a ledger accounting of the funds received. All checks
are deposited into the Dis'trict's Development Fee Fund upon arrival at the
District. Revenue is transmitted to the District on a periodic basis by the
City of Lodi Finance Department. The amounts transmitted to the District
represent only a lump -sum payment. The only accounting by subdivision comes
from the Building Department therefore, the District frequently knows the
amount collected and on -account at the City well in advance of the District's
receipt of the funds.
If one takes the grand total collected (shown in Table I, Column C) and
subtracts the funds expended as of 7/83 (shown in Exhibit I of the Report)
and also subtracts the interest (shown in Exhibit I of the Report), the dif-
ference equals $187,806, as shown in Table I1, Column D, below.
6rand'Total Collected $388,720
Funds Expended as of 7/83 - 144,194
Interest S 720
TAKE I E
sis�.ao�
1ECgMN -0- 28.800 -a- 28.800
Nichols, Sr. El, Tokay MS
LAKESMORE 42.535 3,000 451600 91,136
Vinwnod. Sr. El, Tokay MS
NILLSWOOO
81712
-0-
-0-
MOM ON ACCOUNT
NOW:
NV.Pff
AT OISTRICT AFTER
COLLECTED
COLLECTED
TOTAL
7/83 EXPENOt URE
RM.4/83
FROM 7/83
AS of
TRANSFER=FROM COL -.TO 6/83
TO 803
8/83
LECTIONS_TM MAN
•
35.339
-0-
WCM 1983
35,339
NKi tw, Sr. El. Tokay MS
AARON TERRAEE f -0-
S 11800
S 600
S 2,400
MowooO,-Sr. E1-, Lodi MS
•0-
-o-
21,236
1ECgMN -0- 28.800 -a- 28.800
Nichols, Sr. El, Tokay MS
LAKESMORE 42.535 3,000 451600 91,136
Vinwnod. Sr. El, Tokay MS
NILLSWOOO
81712
-0-
-0-
81712
Rome Woo& d9e, Lodi MS
PALOWA OR. (NlLty400)
184
-0-
-0-
'184
Roof*, Voo00ridga. Lodi NS
STONETREE
35.339
-0-
-0-
35,339
NKi tw, Sr. El. Tokay MS
VINCHUTER ACRES
21.236
•0-
-o-
21,236
Nichols. Sr. El, Tokay MS
TOTALS
$108.006
$33.600
546,200
$187.806
-2-
0
w
utracum from; 1963-84 wves
opwwOn r r er weyku" L 10.
;
EXHIBIT I
all OBNBIAWMNT FEES
TOTAL RBVOW AND BKPBNDITURBS)
CITY OF LODI
n.
_
TOTAL MONUff
COLLECTED
CT
SCHOOLS AMI MOUNT.
TOTAL
BALANCE OF UNUSED
SUBDIVISION
1919.03
OF FUNDS EXPENDED
AMOUNT SPENT
D8IBWPIMIR IBES
AARON TERRACE
= 2.806.00
Sr. also.
-0-
BBCrNAN RANCH
17,"0
Nichols
'11,350."
Tokay High
60250.00
17,"0."
-�-
CANBRIDGE _
S8,60l.80
Tokay
S4,139."
INsitalo
4,661."
$ S8,100.00
-0-
LAKASNgRB
".lei
Tokay
16,804.00
Sr. BIN.
1,461."
18,26S.00
42.S3S.00
NILLSMOOD
34,4"."
Woodbridge
26,681.00
25.688.00
8.712."
NO. SCHOOL ST.
1,200."
Vooliriag
CONDOS
1,2N."
1,200.00
-0-
F,;Lm t ORIYE _
"4.00
Lodi NISb
jM 11a�wod)
416. M
416. N
184."
rlM3laoo
'"G.06
Lodi Nigh
1,600.00
.0-
STONBTRBE
1.1.000.00
N1ari;talo
4,261.00
4.t61. "
35,339.00
VINCWSTBR ACRES
34,600.00
Tokay Nilh
13,564.08
13.S64.00.
21.236.00
TOTAL
3.
IAD!
2St tN.N
144,194. 00
144 194.09
$108,.086.00
E
0
EXPENDITURES
Expenditure of Development Fee revenue is made at the end of each fiscal
year by.a transferal of funds from the Development Fee Fund to the General
Fund; as determined appropriate after careful analysis of interim housing
expenditures and revenue by school attendance area. Interim housing ex-
penditures are not paid directly out of the Development Fee Fund as they
occur because of the uncertainty of what the revenue will be from year-to-
year, and from where it may cane. Also, lease payments are generally due
on July 1 of the new fiscal year. In the past, the District has had to rely
on forthcoming fees as there was no reserve. This is still the case in most
of the District's impacted attendance areas.
Past Ex
Between 1979 and March of 1983, $144,194 in Lodi -generated Development Fee
revenue.was spent on interim housing at schools serving the sutdiv:isions
where the revenue was collected (See page 3 --Exhibit I from the Development
Fee Report) and $6,720 in interest was expended for interim housing at Tokay
High School.
1983-84 Expenditure Commitments
An expenditure of approximately �1900for interim housing
at schools sery
-
ea.ri as de-. Lodi City students is anticipated for the 1983-1984 school Y
tailed in Table II1. It is noted that the lease, or lease -purchase,; of,two
new -to -the -District portables is in -process to alleviate some of. the ovar-
crowding. at Lodi High School. Lodi High School has been overcrowded since rt,.
the 'institution -the Development Fee; however, the District has been con,
i
N N -
.. T f -
servaLive to loading up the site with portable units he concept o
least -purchasing -portable units is discussed in greater detail later in this -.
.report
1 _
TABLE III
1983-1984 INTERIM HOUSING
LODI AREA SCHOOLS
School Portable Lease Costs Trailer Lease Costs Setup Costs .Total
Nichols $ 4,000 (2 units) $ 4,300 RIA- 5 8,3W
Heritage N/A 4,300: N/A 4,300
Lawrence 6,000 (3 units) N/A N/A 6,000
Woodbridge 4,000 (`2 units) 4,300- N/A. :8;300
Lodi" Hiah 4,000 2 units) N/A N/A 23,000
14,000 new lease or -
lease -purchase units) N/A $5;000
y
Tokay High 28,000 (14 units) N/A $4,0001 32,000
$60,000 $12,900 $9,000 $81,900
f Carry-over work from last year's portable setup.
I
-4-
The allocation of Development Fees by attendance area is best accomplished
and illustrated through the use of a matrix. This is the procecure that has
been
.used intheDistrict's two Development Fee reports and is used in Table
IV to illustrate the use of Development Fee revenue currently on account (see
Table II) for the 1983-1984 expenditures ('seeTable III). It is unlikely that
there will be any significant increase in the expenditures during this school
year; however, there will be an increase in revenue as more unit are constructed
between now and June 30, 1984.
TABLE IV
ALLOCATION OF DEVELOPMENT FEES FOR 1983-1984 EXPENDITURES
Exesoditsure Fiwras rrm Tasio 1:1:1
yr:
F_
A:
Indicates those school attendance areas not currently declared impacted. This status is expected
to change, as developments In those attendance areas are occupied.
In addition to the expenditures listed at the schools currently declared im
pacted, there are also the following expenditures for interim housing'at
schools not currently considered impacted on the basis of N formut'a which
leads all` regular classrooms at 30 students and special program rooms'at 12j
,
students A trailer for classroom purposes has been located-.4tReese�Elemen-
tary ata lease cost of $4,300 per year and approximately' $4-,= in.setup costs,
and therhi is a trailer at Senior Elementary used for classroom purposes at a
lease cost of $4,300 per year. It is noted that fees are collected from al:l
new developments in the County and the two cities because of the high school ,
attendance areas; however, the elementary school or the middle school serving
Nichols
Heritage
Lawrence
ridge
Lodi High
Tokay High
of 8/83
8.300
4.300
6.000
8.300
23,000
32.000
AARON TERRACE
12400
Oinewoodl ar. Ei' Lodi HS
12,400
1 -0-
8ECKMANA
.
f28.800
Nichols` r. El Toka HS
$16,000
S 12,8010
LAKESOM
$91.135
tLi —00) 2r. 1 Toka HS
$16.000
t 7s,135
MILLSi1000
"'.712
Pease) Woodbridge, Lodi Hs
s 8 n2
-0..
P"LOWS�fJoo
i.
SIM
}
WoodlYrifte. todf Hs
f 184
STONETREE
-
S3S.339
HaritMej Or. El Tokay, HS
S 4,300
3t
WKNESTER ACRES
$21.236
X >b
Nichols, r. Elj Tokay,_
8.300
MAIC
EXPENDITURES s26.W
-0-
-o-
U.000
a 116
$1341e
yr:
F_
A:
Indicates those school attendance areas not currently declared impacted. This status is expected
to change, as developments In those attendance areas are occupied.
In addition to the expenditures listed at the schools currently declared im
pacted, there are also the following expenditures for interim housing'at
schools not currently considered impacted on the basis of N formut'a which
leads all` regular classrooms at 30 students and special program rooms'at 12j
,
students A trailer for classroom purposes has been located-.4tReese�Elemen-
tary ata lease cost of $4,300 per year and approximately' $4-,= in.setup costs,
and therhi is a trailer at Senior Elementary used for classroom purposes at a
lease cost of $4,300 per year. It is noted that fees are collected from al:l
new developments in the County and the two cities because of the high school ,
attendance areas; however, the elementary school or the middle school serving
u
the subdivision may not be considered impacted on paper and yet there may be
costs for interim facilities. This $12,600± must be paid out of the General
Fund.
By the end of this school year, total expenditures for interim facilities serv-
ing students from Lodi subdivision will -each $225,094, not including the S12,600
expenditure at Reese and Senior Elementary Schools.
Future Expenditures
The District will have a continuing lease cost for interim facilities currently
in-place at schools serving Lodi City students of approximately $50,000 per year.
The two new units at Lodi High School will cost approximately $12,000 to $20,000
per year (depending upon the final lease or lease -purchase agreement). In addi-
tion, the District anticipates a need for more classrooms at both high schools
next year. If it becomes necessary to lease and equip portable classrooms
for science and other laboratory -type subjects, it is anticipated that the
costs will be in the tens of thousands of dollars. Although a new high school
is in the planning stages, it will be a minimum of three years before it is
constructed. Projections are unclear but suggest that the existing high schools
will continue to be overcrowded, even after the construction of the new high
school, necessitating the ongoing use of interim facilities until such time
as a potential fourth high school can be constructed.
Another elementary school in the southern part of Lodi is scheduled for construc-
tioa (English Oaks). Due to the formula by which State construction funds are
allocated and other State actions, a definite time table cannot be established.
Until that time, schools serving the growing areas of Lodi will be overcrowded.
It is anticipated that additional portable classrooms will be necessary at one
or more of the District's Lodi area schools within the next year or two to pro-
vide sufficient spate for students expected from new residential developments.
It is likely that lease costs alone at Lodi area schools will exceed $100,O0O>
per year in the near future.
Relative to expenditures for interim housing, there are three things to remember:
1) Once permanent housing is built and the overcrowded conditions at existing
schools are alleviated, interim housing will not be necessary and the
costs will'disappear--hence, the need for development fees will not exist.
At this juncture the.District is mandated to notify the affected juris-
dictions to cease collection (if there is no impaction);
2) Application cannot even be made for construction funds for permanent.
housing until existing facili ties are overcrowded; and
3) In 1981, there were approximately 2,200 unbuilt residential units on
record for construction within the City of Lodi. Assuming one-third
of the units have been constructed in the last two years, there are
still nearly 1,500 approved units to be constructed, not including any
developments which have been approved since 1981 which do not appear
on the listing in the City's Development Information publication.- A
substantial number of students will be generated by the as -yet unbuilt
uni ts.
-6-
ALTERNATIVES AND RAMIFICATIONS
The issue of unspent Development Fees needs to -be addressed by the Governing
Board prior to discussing the matter with the Lodi City Council in October
when the Development Fee Report and Declaration of Impaction will be presented
to the Council members at a public hearing. The Council will, at that time,
decide:
1) to approve or disapprove the District's Declaration of Impaction
statement;
2) if the collection of Development Fees should continue; and
3) to confirm or change the amount of the fees.
There are at least three alternatives which merit examination. There are both
positive and negative ramifications associated with the alternatives. The follow-
ing listing of alternatives and ramifications include all of those items readily
apparent to staff; however, the listing should not be construed as being all-
inclusive. There are other ramifications which max not have been readily ap-
parent to staff, and there may be others which cannot even be determined at
this time.
Alternative No. 1: Request the City to continue imposition of the Fee and
expend fees as needed with the unspent balance carried forward to be used in
succeeding years as pupils come from the new houses which have generated the
fees. Review and revise the interim housing plans for Lodi area students in
anticipation of an influx of students from the new residential developments.
Ramifications:
Possible accumulation of excessive unspent dollars; difficulty in returning
unspent dollars at unspecified time in the future, subject to criticism
from.other officials and the public; possible cessation of all Development
Fees by City of Lodi, resulting in no Development Fees being available..for
expenditures at Lodi city schools.
In :many areas of the City of Lodi there are developments currently:,under
construction which have already paid Development Fees. The District has
not yet received the students anticipated to come from these developments.,..
This means that funds will be necessary in the future.
Development fees are a one-time fee on new housing units, meaning: that -the,
revenue is available only as long as there are units being; constructed;, how-
ever,..lease costs are an annual situation until such time as there,.is adequate
permanent construction. The time relationship between interim and permanent
facilities is discussed in the Future Expenditure section above.
If Development Fees are expended in total as they are received each year,
a point will be reached very quickly where the expenditure; will` exceed:. the
Development Fee revenue. This strongly indicates a need for the accumula-
tion of some funds to carry through until the school can be constructed and
the impaction problem permanently resolved.
Alternative No. 2: Request that the City continue the Fee, but decrease the
amount of Die Fee collected City-wide or by specific developments in which
significant revenue and limited expenditures may be forecast.
-7-
•
Ramifications:
Difficulty in determining an appropriate price
use all available revenue, while other require
with pricing of units as noted below.
schedule as some schools
less revenue; problems
Alternative No. 3: Request that the City stop collecting Development
on a temporary basis (a moratorium).
Ramifications:
Fees will be needed in the future as students begin arriving from units
currently under construction --a moratorium may be very difficult to
reverse; creation of problems for City and developers regarding equitable
pricing of homes where development fees have already been paid.
OTHER CONSIDERATIONS
Although the alternatives delineated above are relatively straightforward,
the issue is much more complex, as there are a number of considerations which
must be taken into account in the analysis of the 11ternatives and their po-
tential ramifications. Again, the following listing represents a 'pulling
together" from many sources of apparent concerns; however, it is by no means
meant.to be all-inclusive.
Direct Agreements
The District. currently has direct agreements on four developments in the City:
Riley Ranch, Park West, Noma Annexation, and Lobaugh Meadows. An agreement
is in -process with Grupe Company for Lakeshore Village. The -agreements provide
for the.payment of fees directly to the District for use on permanent or; in-
terim school facilities to serve the subdivision.
It -it obviously in the best interest of the District (and perhaps developers,
and the City of Lodi). to continue the pursuit of. direct agreements_ with devel-:r
opers of new, developments. Another dimension worth consideration`is-the .nego-
tiation of agreements relative to -the exppenditureof funds already='collected°,,
This would allow the use of reserve Development fee revenue to fa"cilitate;and � .
supplement permanent construction:. There is `presently 66 finformatiorr `avai:l'ab a n-
om the legal process to be followed in implementing thelatter.concept;;: however,
staff will research -this. In short, the rami ons of direct -agreements. (from
'
the District's viewpoint) are as follows:
Will provide more flexible use of funds; will provide a. source of funds
to supplement construction funds for new schools to serve, :the affected
subdivisions; will provide source of funds to proceed with projects:=if " F
there are delays in State funding; presents some adn%inistrative difficulty
relative to- tho collection of the fees for new agreement would not require
any administrative difficulties as applied to fees "'on account;" after-
the -fact agreement may or may not be consistent with Lodi City ordinance= -
would require interpretation.
Developers, appear to be hesitate to enter into direct agreements fora variety
of ' reasors. First; a lien is placed on the property, necessitating board cacti on
and the recording of a new document every time a unit is sold (necessary to
assure that the conditions of the agreement are binding on the property, re-
gardless of owner). The presence of a lien on the property (regardless of
the type) sometimes has an affect on financing of the development. Second,
if the Fee is no longer imposed by the City, most developers want to be sure
they are not paging a fee that is not being imposed equally on all developers.
In all fairness, it must be pointed out that there are some developers who
have expressed willingness to pay for school housing, regardless of an ordinance
Oawever,their, benevolence has not been truly tested). Third, the developers
agree to a number of binding items. Most have indicated that they feel the
District should also be bound to certain actions, not the least of which is
guarantees on the "appropriate" expenditure of the revenue garnered from the
agreements.
Senate Bill 811
Senate Bill 811 is currently on the Governor's desk for signature. The bill
provides for the use of Development Fees for payment of the 10% matching re-
quirement in the Leroy F. Greene Lease -Purchase Program for approved permanent
projects. Continuing Development Fee revenue "on account" for this purpose
would be beneficial to the District by al I eviating 'General Fund requirements
through the years. In many areas, such as the Elkhorn attendance area, Develop-
ment Fee revenue is being used entirely for interim housing and will not con-
tinue to be collected after the completion of a new school unless that particu-
lar attendance area is considered impacted, based on our formula. If that is
the case, Development Fees will continue to be collected and could be applied
as our 10% match, or, of course, could continue to be used for any necessary
interim housing.
Senate Bill 811 also has language regarding the use of dedicated property in
conjunction with the 10% matching. This pertains. to those`instances where a
dedication of prbperty was accepted in iieu of the Development Fee. There are
two instances in the City of Lodi where it. has been -determined that a colt ection
of Development Fees might be more desirable than a dedication of property,.based
upon analysis of projected enrollments in existing facilities and the less than;
desirable location of the offered property. This does not mean that the -District
should deny all offers of dedication as we will need, additional school property
in the City -of Lodi. If SB 811 is signed, it may be to the District's adva ntageto
accept dedication of the property in some situations, regardless of site,- l'ocation:..
Lease Purchase of Facilities
A concept,. or process, which is. currently done in other districts, is'the use
of Development Fee revenue for the lease -purchase of classroom facilities:.
Generally the leases are three to seven years, with lease payments appli.ed_at`:
least in part to the purchase price of the unit. At the end.of the-lease-:tem-
the
ease tem -the district exercises the option to purchase the unit(s) fora nominal lee..
There. it --no question that the need for interim facilities at a lumber of.Lodi
area campuses will continue to increase as the student population increases.
It might. be to the District's long-term benefit to consider a lease -purchase
of facilities in lieu of straight leases. This would be cost-effective over a-
long: term as the facilities would ultimately be owned by the District for use
as needed. This could result in a long-term savings to the District (andpos
sibly developers) as there would not be the continuing rental fees. "Owned"
facilities (regardless of their relocatable status) count against the District
under the provisions of the Leroy Greene program. The square footage penalty
would count against the District for building program purposes only; however,
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Lodi Unified School District
1983-84
DEVELOPMENT FEE REPORT
PREPAMM BY
FACS AND KANNEi0 OFFICE
This report has been prepared in fulfillment of the requirements of State
Goven Bent Code Sections 65976, 6SQ79. and 65931 and the requirements of the
implementing ordinances of the C %es of Lodi (Ord. 1149., Aupst 2 1973),
and Stockton (Ord. 3095 D.S.. July, 1973), and San Joaquin County (Ord., 2514.
July, 1975). The report is presented in three sections: Declaration of tm-
paction and Notification of Conditions of Overcrowding for the 1953:-34 School
Year, Allocation of Development feest and Student Hmsing Option t)pdate.
APPRiOVED ' BY
.E
GOVERNING BOARD
AUGUST 2. 1903
.: �'ttt /k�S
DECLARATION OFIMPACTION
r,
� _ F hl 4 - � tj'� � iX .!S : }•Yin`'
F -
NOTCATIOtV COMMONS '011F.�VERCR�VlD�1C�i x .
A
1983=84 SCHOOL YEAR y `'
.f.. Y'
k -
..
•'iM folllm irg.details the. conditions. of overcrowding anticipated:in the:+cam-. s
An g sehriol ya�►r and provides the District's formal declarati n of cont3iM�ed
J
iepaction.
'11cs projected Lodi` Unified Scho6f District student: enrollment for xhe X983-84 , �x
school 'year is, 16,433 students . lhis is a ro ectad increahe, o£ ` `
j2 X00" atucbik '.aver `fast year and does not into Yaocault LN
take 4m' �..;, .
of students 'V1,occur: as the result of . significclt residential ,00pstrt^rzt`
tion within the `District • In January, '1983 1OC81 agesciea , and'der�elapeY'� °re• r ?c
Ported probable summertime constructi011z of telt' 710 reeidehtial4vgli�ts �' �`
yf.
�iith anadditWait 11_.
s`:' in the
i t. �''�S 1 nr-�.�tt'Wve
"0
184,�or >ao�cet�y.3,047 of�-the statistically,proected na�berFo��� ��
do a.
st�udis lasted for arrival ere cohsidered!cyu�di" •,Ae that `"
61;
fit. t ,{'ti J i• rF �, �3 yk�mf .- tib,.
�icient regular; classrooiashavilable in ,t?yeb03�ct�2., F,
�r arh thO District . there y necessitat the leaentat%ftIqof
' w �teporaY"Y student hawing alternatives.,
.z It V is the District'a plan to hoose regular,
program, studetlts in A de's%pec
tiiael e1d9i8the following manner >3 t1t9ia8a4` sasnchdL`opoS
431"'". class: oars Y r¢Ty
,.� T m''bthet" 3n=school sp�e�es i �. , :cert ugis far' of
stt, that ars "tarwificially" used as classra spew r
S:'i`y}'p i _ 12 lea af�L i/lit Ct tM1K1 -a 4 al" Y'�'i v f %
1 • T 5 ° .,T , .. '_ _ a� \ � t-.^ 1 ;. ..,.., ?i is f1 . • ti tM. �S
_ �a� it sins sciaol iov�a initi�pora`rily conwsted d��r .
4r
131 46io6l rooms An"temporarily cwf�tirted duplszss� ,r > ';•r
1 # !S District -owned relocatable'rooms
i
j
44 State-le0se emerSency portables
following facilities:are.used to house MJSDprograms
De�relopment . Fe i can not be applied• at` these locations:. 7
S
`` .. r; 1 leased house used for'deaf-blind student eduction'•
t
� t i
6 rooms in leased quarters for the Greer Cantu
y.DistrtCt-owned 'relocaable rooms for mlitBducatioa
4E N hll� \ Yy
�• te. , a� �
;p '�+- ' ,� 'rt' f'
r{::
�
Y �xV i� •w
yr z'k�'y'^,�
N j Y y— A •tfi+"-A
+c. u
on$ arA classroom
loading. aw detailed, DY. �ktterxlSnCe: Arew
i-7,ir-��,�
Q t A. M t A
�
�q
'0
r. Is
�eedttcedy
4comin y"
reprted for, 198
thi,� 3000�,,
41*0
111W Tiported
**L1can �t:A�iiah ik An-,, , 43'r,`
do
in actual nimbers, of,;is ,,
ciuie ;to
a fini
not to a "decrease
ft� past' i ideied interim
)UM tr ct-owv"..relocitible buildings wre cons r
housin AW.counted
counw as pergmnent,classrooms as,a result
To 7.. 7
tb6se buil 'are used over of a, ii"M IWi� - the ih6rt mid l'
_&Y
ar a State schc Md -
d,7infO,,MtC
t*=,, on, how are. 001,
viewd by
fIC441i h0i .46 relo'ctable buildings,:, ncludinQ
a
Wmf- site: one off- the buildins_ at St wgod
coming year a
.Use, im
a aracial.
not4vin-t.-I t
as a regule:
7 %%W in-, an additional.')-3so
Ibi 148 SW
d'result
a*! 0
i" Ahe: total 4 397 which is an appr
to
ox
4W,. ixtdiiiti," :last Year
BaseKaec :Oiiint ofavercroMd the ,.
nticipated increase
tential, for, al residential constrqcti6n-.,wt' ty,
xt IAI impaQW- at
the'
dedatv& t1w follming ttendance 1
continued ixposition and ion
the cont couect, of deMel
A copy of Board .Resolution,,83-45
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itic'n, 01 cooperation Witt
end Staff. A pLj icatioi
re be
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0IIBIT A
1983-84
DETERMINATION OF D FACTION..
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.,, , , .,' ; '. ,, � ... 'l . r :.' - r.x..s-iv^k•� 5 t�f ! rP+�;h,•'��1F4 � �F�:{!flY7y-y`�,y�r��' t;rY. �
ar (1j 'Grads T and 8 students craw portions of Elkhorn and Oskpod Arcia *111 be house•i:'at Needwl until tt�rctts� tti8 N1111
!n *rWtStockedi.-*b&Wft olm wtary: students :4 to Nidwls:and 1:';6 to.Vinowo -
(2) -` Iscludss hs'Owis/tirklatas a A nkhM Mlai Schools _r.se�+der►tti tron:old Wwla* ' '
O 1(t,d Isi�wd & ,,I rlci a M1. is
(3) Neadat*an;rill hgulo;: 4-8 atudeMs crawey Vlltap SubdlvisioaCand classes of alttjd Grp tab114 . f
(4) F Newton is a irado;I•i SCM61 with.7,41", W,
twin sLudal�ti how lockltordJC) is M. ��sa #'t� Y ti f�
(S Grills` 24 dd tol(14 t0 C1aiMtf
((7 #new tka`o d Ttrwim0C# attend Nicholsc�
►S: � ��;� X� F �, i �
h >(1 Qsdss,i ftrowOtilsnood'M°attedd`Osla+ood`wlth 3tonswood'9ubdirisian kiaderyattnrir! 4►lso att .�
Girls OttdliiL 8idtdli►lsiew;kladarprttitaq attNld 8lklwtn
' 41W�
1.6t= ki rprtaen aEtand Elhhov Mini. !as 3 frets IbrtAwndr11ap ffiddivisioa4 1lutia0ads! 1t« attaM: mlagr aid attendLinar6" classtoews,at %AIWA* School;` with.? to b. ebnt'- Dna all hof speclaYeducatlow,classasi'i.e.; Wish as=tF tetrad:` Trl;lawleilr�
o boors a» dpductid becum they -ire loaded at lass thaw SOV
of rbcs".i ar i, itiir d
zstndasts.: 111is'eolurrt' i>f-`.iAtaeded to iwludr only parawmat Clrssroowr "twd for' C
dtat tell=that:"`- These students are "Signed, to,* specific. raow. Caltriiil •b•• is "put - • x. t
s ; ars"ttraw a ragulas JO•studeut class and therefore an eauntad acoir•: in tlioss coif )7herEt�
b�owe. figures and others used by the . District due to: scheduling uAdicatiorns ttik d• ,. .
fIS) 7hlsty students is used as:e asiltiplierr, Actual; loading mar vary wlWcoadit1o1 1d a8
E alj),• T�aae evelloallyr generated enrollment projections, calculated for, the p
r ,sftnow=host done by Office of t.ocal Assistance due to varying considerations.
4 (17)� ZM1 era a kindergarten,Toone with 2 sessions equaling l loadings for tilkhom Mia! and 4 tt+011r ir! ;• �
:, r c,�r�tstait
St- Dovis
sessions>. /Porklana Mini. ; `' ` "Y , � r • a t �
to h MG rstally" attendance ares (M) and the school are the same, however, in ceirtiin situat
y
ti �tterldena area sabe attending a school in another area or areas have been coabinec-- This, W�y' NMeR
5;.' - .. ) d RY�SJ y} •r. 1. ..
fijure in Column 1.'' •, _. , �:..�x��.t�
�(1 } ih�tretway also
be interim housing in the permanent facilities, i.e., in closets, offices. etc r double r
((m Math Davis School:
x(21;3towawood grades 4-6. Oakwood 6th grade to attend Otto Drive.
`M 3 y, 6 �xq y}Yt
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ar (1j 'Grads T and 8 students craw portions of Elkhorn and Oskpod Arcia *111 be house•i:'at Needwl until tt�rctts� tti8 N1111
!n *rWtStockedi.-*b&Wft olm wtary: students :4 to Nidwls:and 1:';6 to.Vinowo -
(2) -` Iscludss hs'Owis/tirklatas a A nkhM Mlai Schools _r.se�+der►tti tron:old Wwla* ' '
O 1(t,d Isi�wd & ,,I rlci a M1. is
(3) Neadat*an;rill hgulo;: 4-8 atudeMs crawey Vlltap SubdlvisioaCand classes of alttjd Grp tab114 . f
(4) F Newton is a irado;I•i SCM61 with.7,41", W,
twin sLudal�ti how lockltordJC) is M. ��sa #'t� Y ti f�
(S Grills` 24 dd tol(14 t0 C1aiMtf
((7 #new tka`o d Ttrwim0C# attend Nicholsc�
►S: � ��;� X� F �, i �
h >(1 Qsdss,i ftrowOtilsnood'M°attedd`Osla+ood`wlth 3tonswood'9ubdirisian kiaderyattnrir! 4►lso att .�
Girls OttdliiL 8idtdli►lsiew;kladarprttitaq attNld 8lklwtn
' 41W�
1.6t= ki rprtaen aEtand Elhhov Mini. !as 3 frets IbrtAwndr11ap ffiddivisioa4 1lutia0ads! 1t« attaM: mlagr aid attendLinar6" classtoews,at %AIWA* School;` with.? to b. ebnt'- Dna all hof speclaYeducatlow,classasi'i.e.; Wish as=tF tetrad:` Trl;lawleilr�
o boors a» dpductid becum they -ire loaded at lass thaw SOV
of rbcs".i ar i, itiir d
zstndasts.: 111is'eolurrt' i>f-`.iAtaeded to iwludr only parawmat Clrssroowr "twd for' C
dtat tell=that:"`- These students are "Signed, to,* specific. raow. Caltriiil •b•• is "put - • x. t
s ; ars"ttraw a ragulas JO•studeut class and therefore an eauntad acoir•: in tlioss coif )7herEt�
b�owe. figures and others used by the . District due to: scheduling uAdicatiorns ttik d• ,. .
fIS) 7hlsty students is used as:e asiltiplierr, Actual; loading mar vary wlWcoadit1o1 1d a8
E alj),• T�aae evelloallyr generated enrollment projections, calculated for, the p
r ,sftnow=host done by Office of t.ocal Assistance due to varying considerations.
4 (17)� ZM1 era a kindergarten,Toone with 2 sessions equaling l loadings for tilkhom Mia! and 4 tt+011r ir! ;• �
:, r c,�r�tstait
St- Dovis
sessions>. /Porklana Mini. ; `' ` "Y , � r • a t �
to h MG rstally" attendance ares (M) and the school are the same, however, in ceirtiin situat
y
ti �tterldena area sabe attending a school in another area or areas have been coabinec-- This, W�y' NMeR
5;.' - .. ) d RY�SJ y} •r. 1. ..
fijure in Column 1.'' •, _. , �:..�x��.t�
�(1 } ih�tretway also
be interim housing in the permanent facilities, i.e., in closets, offices. etc r double r
((m Math Davis School:
x(21;3towawood grades 4-6. Oakwood 6th grade to attend Otto Drive.
`M 3 y, 6 �xq y}Yt
AW iES OVM IJMI UNTIFE SCOL;DISTRICr
QAQIRI�i,'.SrAM OF. G1.IPdRrtlel
e3-48 '
� xa 14a3tii+t�� oVIMACtIOH;
r s N1�J14 r,tlit develop�utt of nwr residsutial property results>> in the denend .
fee drool facilities. ad
16 thw cww tuctian,of`naw-residences and the- resuitaM:increase':o
fi stltsncoatiod
` y,;MlAEllgr stadenZs•fiae>new-:residential units in overcrowded .atteudence.are"
t .i�i�dtYdSe� Reed ;for, classrom-solutims; and
£�`.� 1ilAlJl4►;tb#fi�d'ScMol`. District tis caasidered'and acted upon such options s
J + n z ae (i): Pasentrtiar<ta dw-rot$Tw oft bond aaawses"' to, provide, capital atads. fcr" Per-
` x Atr (2) tMPO= g•` bnildbp.,, (3) ' douhlel sessions`.;, (4).';
;) bLrrssdpt;eliceea .: bus
saaLufoods d,
�
.c . o
aotLo set'��aai.attn'd(7) x(6):r
'-•. t mogirAai,%* owl)"in
'd1e►nd
t therw }yw bow-, no lopes provided facilities, as definsd„in,Onvern � � 7
Vini,Section 6457$. mid
r Loi ftwernmet; Code Section 6547$ the: - City cf.` Lodi . Mtn, eenct d
No„ 1 4p;, the'City of:Stock'tmihaspenactad Ordinance No.3045-C.S.,. and -the
Ssu4JoagdWAA wmwd-O dimmm Nor: ZS74 to assist school .districts Mitt-
'” r�t+'�Ei�aCL'Qf``1s11f �.COp{LltlCtigll� ald_ + � r
. f9
1tb4afota�eeti0ued;Otdirwioes..»quirnYiesidential dwel LO pax- r.
t#dpR'of interia;solutiaas=.neussi4ted:bgr vwrrc�raM�of`exist
wImtlaccost,•< ' Y '
. tlr;
.. � ., f11�t3,Mtdcoowiaci7.hies. dne� ttr; navy resideatial,,' Gonstiactioni:.and�,
? r
X1u•y . r �°".�� r% ��`'` t�li►,�e11�.i11f relliNNt��L2M COIiLeAL Of�.t�le IllYeilJ�{IL,i�f �OK .'.� , t `t �1 4,
ri
f, 1Nnsp�a.r,�Ni�;
Vol
1► s1 staff, , il0ovy Of'1�hidr3 is 'atiachsd'hereto, and 1�aeapptowd -said report � p, -
A'.. F r r.•? :..:' t` - "'^. "f''`f" L.�,,,+'h
fi r{ j e.: .. ti i�l�}sY, ltesoLvga that t e; Lodi Unified SAoo3; M$tHtt declares,
f ?rte i�"tMst; �i ettepAs El areas aff4c'ted bye aunt topoeedl devalop- <� T
r.:�' ,-�>rtrx• ' a 1�IIMis�ritor�dt2 _,�• >,. i ' - ,ai�. _. � f ;� cif. �., � �i ,
? Y + ..tr ,r � ` +i ,.-..,f F }` �.� k 3':' ..: f ;,'{ }. bt 4 j i,t5�'�.k�.,r.j,i,� R i �s:a r���"�•�' t'�y, +:��,' �: •��,��,_.
Y A: .1���... _ Y�.aAM'Hleiarr'- T >J + t•• Y`i,, _
y ".''` idDt)r kJtbnol"11* t Leroj►•,Nitlwls�FiryScbool�Mti sir �: yz �� r r `
�', MMtadiri`Mg Oalaeood 8learaurr Scl�oolM4 {, '� ��
1 .� 11Mi11�Ml�ldSfC?aat�;Jllk � Otto,Deiw E1 '.,Srleol Al4i> ' , xzY �*�Y �';'
i VZ` LH'
+1tl Sdrloi7A PazklaAe.8lsipttsry M^
K r ' Staasebod ffieengLatir Sdiooi M
Ms a1� 9Cbooi; � ° 5 M YictoW*hO@ rAA k
a a ��
r1' f
yMy� �AA� r Yitlsn00d. �' SeLes�''l1A�c'' r
�iR'tl�ttl'L1�e��ywrtitliadeat b►► +nd,'b.'hereb�. is ; dihead4� s a
ase lilts.. nisi raolutioAi aad "t * acoonp�e staW'`rapo '
.� J K =Y ii tiffs'+"?tom
;I � � r. '.r e ^ x --7 4� a"t•; a.� �'�.��°'Ya�."'St�h::
i''�3a ,r1 ° YyM � F ♦ � � " � e i�. ( ;t+ y + I '.«t"� + {3 ,�,;6ni�" :,f S L l�,�f r.`' Fs 3:i T�f r � �prr y��' ♦ c.
o� ri,r y,������; NO',tliiiirlday oft{,° ifls;:by tAr ioliosel vela`x t Nn'
Trummi its -Vita
} i
r `Fv
r;. OtrMck,A Todd , Ya , km�
.:fir _ _ j'�• �:r 4 :....y� �. e .`..f � ` G. 3 � r4 'iJa'
V u.� - r S ,• sa va 1 �Y, d .'r -a�; a.. Y
� 8 �1 �*- x� kx `s r :.4 3, 3 -.. �. r aa. "'ov.ts • y� +?fi
S
F r rpt °'
AM JWW
4> '�� K`4 �'-�>�"+ , •,,tea Z d,, .. � r , s h a� �..... a a '� SI � a - - �'6,.
f F L
� k ��•�.�_�,
tr
( y
T.
C
El
ALLOCATION OF DEVELOPMENT FEES
Between implementation of the Impaction Ordinances.. and May of 1982 (in-
clusive),local agencies collected fees from develoner/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 "ingxmded" 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'frdM,the Develop-
ment Fee Fund to the General and/or Site Funds as`"payback".forexpendi-
tures made during_.the qualifying period. All "expenditure paybacks" were
made on the premise that fees collected fron:_Subdon-X,were to be used
"qualifying" qualifying expenditures at impacted schoolsserving,Subdivision X.
This is the Sam philosophy than 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;interpre
tation of the enabling legislation. Governgaent.1.Code'Sectians 65910 - 6S981
(SB 201 - 1977} permit- jurisdictions. to adapt ordinances requiring
land dedication or to exact fees from residential''developers inr._lieu of .
land dedication for purposes of providing interim::, school #aci1 lei. Sec-
tion 6S978 . requires that Lodi Unified School; District--maintain`an� acxountin&
of fees, while Section 65980.limits their use to` strictly defined; -interim
facilities. In addition, Government Code Section''65974 (d). fates in part.
The location .and amount of land_ to be dedicat6d:*Ot,,,thp:llamuhtbf
fees `to -be paid, or both, shall bear a"reasonable"r.elat*Wahip
and will be limited to the needs of the wwmity for- interim
elementary or high school facilities and shall be'reavmbly re-„
lated and;limited=to the need for schools;caused.by,,the,..dsvelop.
went; . ;.
Based on.the District's desire to use the.Fees_only.,in the,, manner; intended
by the implementing legislation and the local oidinances"'assumptions and
qualifiers. were developed_ in 1982 to guide iii'. th6 'allocatrion: o Development '
Fees. With. minor modifications, these same assumptions,: fin ie: b4i used in
the allocation of Development Fees in 1983. ja ;,t
5
x
Y Yc
t xxi w � • � M aw. A 6 I _.
g i+wM
:. fir.
off
M► sf F� 7� w "" �' � r~i► •i e� r M � � � • M O" we
vo
.- M v 7i •w1 w
�•.��' .. r, �...:�':�t a pi.^.. M «. 3H'F• Ste.
v M •�, i �i< fw /lilyejCLR
esgt 2 � rL
RiftIng.rt i
w .+ pc
Q� OF
M,jr 3-
Attendance Areas
Elesentary Middle and High School Attendance Areas and specific schools
serving"each City subdivision paying fees in 1982-83 are listed below. All
County fees; were'accounted for permit by permit; therefore, attendance. areas
for county developments are" list ed'as coming from individual builders."
A11,,attendance=4.area,, information.was obtained from the, annual attendance
area: reports.
Exhibit -C attendance areas for the 1982-1983 school "year.
These:atteidance areas are applicable to the allocation of development
fees'; received; during;, the 1982-1983 school year. Although generally
reflective-of;tbe 1983-1984 attendance,, areas,. thereare modifications,
including the'addition of the Stonewood School.
EXHIBIT C
1982-1983
ATTENDANCE AREAS AND S=LS
Subdivision/
Elementary School
Middle School
High School.
Jurisdiction
Attendance Area
Attendance Arca
Attendants Area
Ci ty ' of Gods "
Aaron Terrace
Yirawood
Senior Elementary
Lodi High
Becknu: Ranch
Nichols
Senior Elementary
Tokay High
. Caabridp_Place. _Heritage.
Senior Ela Mary;
Tokay High,,„,,
'Lakeshore
Pinewood Rural
Senior Elementary
Tokay, High
!lillswood
Reese' ,
Woodbridge
Lodi, High..,
N. School St.
Condos
Washington
Woodbridge
Lodi High
Palomar -Drive
Reese
Woodbridge
'odi High
Pinewood
Re*se
Woodbridge
Lodi High
Stonatr�e
Heritage
Senior Eleweatary
Tokay
1'.' ; Winchester Acres Nichols
Senior Elebentary
Tokay H�fgh '` a t
( City of Stockton
Colonial Estates Elkhorn Rini/
Senior
ementary
Tokay. High,,.
Otto Drive ..
„falcon Crest
Elkhorn
Senior.
ementary
Toksy }i30'
fm Creek .
-;'
Wbrada .
Tokay.
Harpsl�s;Ftny
.Drvis/Parklans
Elkhorn.
ho�rnM/
Needhau
:. Tokay:1,1W e
El�lkL�,�ini
Pr♦loaa Estates
Parklane
Senior Elemeatary
Tokay Hid► -
{ 94iW Mace
Parklane
Senior Eleaalntary
. r#�
.: Tokay,..High 1
-
., ”. a j }" i'`j x -Ti j4`.ii` r � ♦ -
w^`
Country View
.�i to
; k
Estates
Lakewood
Woodbridge
Lodi High ;
River. Meadows
Lakewood
Woodbridge
Lodi, High
:individual .
Builders
Davis
Morads
Tokar High
Cw' f Ir►dividual
Builders
Live Oak
MDtada
i .Tokay illgb�k' } ry i `# -max q n
tadividual
Lockeford/
ga
Builders
Clements
Houston
Lodi High
y
SOWL
NOW
Portable
Lease Gost
•
Setup
cost
Portable
Leas• Cost
er
Lease
Cost
Mini and
Maxi school
Total
DiAWS
S 6,389.68
S 4,8s9.39
S .00
S .00
.00
="111-249.07
MXHOR 1
6 203.36
3.43S.26
41000.00
A108,W0.062
'121YZ3E.62
ta34DBR9Qi
10,S87.36
.00
.00
.00
14,014.42
MUAGE
.00
_3.427.46
.00
.00
4,261.
.00
4,261.20
IJgA!@1(?i
3.48S.29
4,834.16
.00
.00
.00 `
11319.44
DOCKEM
1424.80
3,302.61
00
:00
>` .00 •"
t' M4 117.41
NEU"
13 863.44
2 523.38
.00
.00
.00
16,376.12
MCHOl3
2.32332
4,764.84
.00
4,261.20.il,34936'
OA33M
1S S$S.12
13 052.03
16 000,00::.
.00
PARUAM
2,926.32
S,862.10
16 000.00
4 261.20
11 000.00
47>'049.62 "-
lN1RA11i1^
011.76
4,332.34
8,000.00
4 261.20 '
.00
;,2 k
�*21dOS.
LOb2. HIGH
1` i61. 76
z 112.13
_' . W
{ ".00
SiMOR EUNWAW
.00
.00
.00
4,261.20;
W-
[nRAY HIGH w;
1 036.32 3
13 356.33
16 '000.00
I:6S
1r00DOUGE
•00
.00
4000. -0
4,261.-2 0
.00
0 ' i.10
TO?A13
5 73.91a.T2
S 6S,86I la
s 64,000.00.
S2S,567.
$126,600..,00
Y� 014 l0 ..
JP
t �
r
Tshown does not' include money spent for electr3cal�haolbaThat
` portion o 'crost'inoi reimbursed by the, State wi21 be ncl�x3ed' yvitil the 1 " c utter
of FscalYear:1983=84 yet to be re»orted.
Dr aM1 2Amountincludes $1.5,600 for the ElkhornScisool and��93ad0or Otto
x
3Mailnt shown `does not include. the cost of fii1a1 grading; w i was delayed
S x . j
by pa ded.'water. This expenditure will also be reported in the4ailture
M1C.
-9-
A summary of the District's Development 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 $200,654 was transfered by the end of the 1982-83 fiscal year from the
Development Fee Rmd to the General Fund.
EXHIBIT E
SU"RY OF DEVELOPMENT FEE REVENUE AND EXPENDITURES
JULY 1982 - MARCH 1983
Rever.,e Received 1982-83
Revenue Forward from 1981-82
Total Revenue on Hand 1982-83
Revenue Spent 1982-83
Balance to Carry Forward for 1983-84
Total Expenditures for 1982-83
Rpeaditures Paid with Development Fees
$233,266
+ 70,144
303,410
200,554
=102,756
$ 361,018
-200,654
Unpaid Expenditures (No Eligible Punds) $1600364
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 Develorw-,nt
Fees, as well as legislative nrvwsals for alternative uses of develoy-
ment fees. A future report to the District's governing board on this sub -
jest 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 1 District as a result of in-
creasing information from other districts, the California Association of School
Business Officials, and the State legislature; recent interpretations of'
State legislation; and recent court cases (including a significant case at
the appellate level in EI Dorado County). Additional information in
this area will also be presented to the Board in the aforementioned report.
Any consideration of mitigation mast be made in relation to the District's
1 -teras plans for student housing. This is to be detailed in the revised
Facility Master Plan which is currently underway.
10
!i %R7�� �"'••�r
XJWI!
Oabso d
Neodhm
P1LrS&
M
i�� s,••..•
Pa7A1ow
/obei.
W7f7&ri4*,t
iVi
NOW
rD" `
FORM16,000
4,786
23,990
4,000
8,487 =
16;000
-.16,000
12,211
4,661
{J
xiY alilfF fit y
t
1
41661
13,33!
O .F fM 1
77,
i
y j1S,�00
S,922
12,211.
9,111
!
10
#r
;`J �ki4,d2Q
23,990
8,487
N4z*jaius-
��''l1 r iy('N�wAyAi�a OD�A�Qii
..
2i760-
xt^
a
,1,200
1
�j Mid -„�y�, �/Y�
r..
_. �:
� 1•s3:
yam,
UW-
EXHIBIT G cont'd
IADI UNIFIED SODDL DISMIGr
DEVELO WENT FEE R0VENE/EG@Ofl19tE'AaVJ fIIS IM
mmmi nrn1RpS sy MSM__' 1'P4 Y AQUA
R tVlD E1981 tR2 -
!141,273.55
w'
=206. 37.00 k S:
N OIARD P 19810.81
Even
PiM6 APPLIED M;EVEpDlTUM 1979-90
5 „
t :
enaiatr Ookwod
Needh= Morada
Elkhorn
Drvis
Parklane.
Toksy
lbodbri
Neriup T+o;; y
'PO
u Y
,..-
1�MVMD 16 000
4 788 2
r
UAAZKW
i
h �'
V'N
ll'I��p�}��,� ,,}R,,
ct
,yy��w� '..
:"{��1i`Y�,
-
..
-.. LS+�... +)S
f1?a" s ^A.
,y '�.,fyy'
(����Ss.
'^XM �YttTM
F': ,t. �'f�rC+►xt1� �_.
.(t.,....
.. :
,_
7'•
'"..-'
,' .y
y�..:
-i,'.,L ��i��thn
.�t��
�r
%.7s
va
nr
16.00d,
4,168
-0-
1,000
•0-
7,360
-0-
0•'.
0
0
70
. ,.�
.X44.:
CARIt1r Ptd POR 1982 83 - t 70,144.00 IlPAID E
;i
JUPEPO 81181 Y SAL i�Vr W.iW
i71�sS (No bib P+s�dsjf 328
igx
SEB+ LILTING tQt AI'IPlQAiwi AR>iA AND
4 < /OR SQOOt. SERVI?D FJIQi WWMSIW s {�
auuvcm IN 11Y CIZY OF SIOC1CIOi AND, REIMllR9'.D
y r F
y..
�
1 ,�
R tVlD E1981 tR2 -
!141,273.55
'I fAL E3940 11M kiR 1981 -at.
=206. 37.00 k S:
N OIARD P 19810.81
l0liss.00
PiM6 APPLIED M;EVEpDlTUM 1979-90
i,C
�aREVI
ON RW 1901.82
SISI ,431. SS
•
� P9f1' 1931 d2
•81,287.55
FJMMMiO PAID Wfl' MVMMM MS �
•�51���f.� h �' t"i�3� � .. .
CARIt1r Ptd POR 1982 83 - t 70,144.00 IlPAID E
;i
JUPEPO 81181 Y SAL i�Vr W.iW
i71�sS (No bib P+s�dsjf 328
igx
SEB+ LILTING tQt AI'IPlQAiwi AR>iA AND
4 < /OR SQOOt. SERVI?D FJIQi WWMSIW s {�
auuvcm IN 11Y CIZY OF SIOC1CIOi AND, REIMllR9'.D
y r F
y..
�
1 ,�
7
r
M�M
�.M
O,
to
w
�
3
�jl
E=
I
i
{y
e
S k � �>,
3 h•
.l .
ht.,;
rl Y".�
�:
C.,,
'41i.
�S�er ' 'yid_.
..+nA
w:.1r�
��+.
r
�
IyJ
C
r
N
i
v
k '
f
f
c
Fv
^
} tr
j
r,.
..
•
�'
;
~
^31}
nP
LY.;p,4w.
.�:
::4,,'p•••{A^;.'ih
K...-�
l..
�
FhtY-
,:I
i.
�I
'
It
��T
�:•
7
i
r
M�M
�.M
O,
to
w
E=
I
i
i
�l
19i
R
EXHIBIT I
DEVELOPMENT FEES
TOTAL REVENUE AND EXPENDITURES*
- CITY OF LODI
Fl—oRp
BALANCE OP.
USED.
t 2,800.00
: -o-
TOTAL AMOUNT
MQ. SCHOOL ST.
1,200.00
Woodbridge
COLLECTED
SCHOOLS.AND AMOUNT
1,200.00
IrIatOM. ='
1-13'
OF-PUNDS'EXPENDED-:
(Ilillaxoodj ya
AAM. TERRACE ,,
: 2,400.00
, Sr. Elft'.
1;6A0 00 ,.
Lodi High
I
: 2,800.00
-1,'600.00
;i, - EBCtNAM .1lAMQI
17,600
Nicboli
...:
4,261.0 0.
,
`II 3SO.00
s4,aoo.00
h
Tokar RISC
13 Rdt'
TOTAL..
61250.00
[ADI
C!WlRIDGE =
S8,800.00
Tokay
`�-
S4,139.00
Heritage
4,661.00
11.411
60,800
Tokar .
16,804.00
Sr. Flet.
1,463.00
:y M2LLSMOOU
34,400.00
Woodbridge
s
_
. 2S,688.00
Fl—oRp
BALANCE OP.
USED.
t 2,800.00
: -o-
MQ. SCHOOL ST.
1,200.00
Woodbridge
p
-0-
1,200.00
�� tAlAMAR DRIVE-
600.00'
Lodi High
(Ilillaxoodj ya
416.00
Az y�tlNllWOOo
1;6A0 00 ,.
Lodi High
I
-1,'600.00
STOMETItLE
39,600.00
Heritage
...:
4,261.0 0.
,
WIWMSTEM ACRES
s4,aoo.00
?akar High
13 Rdt'
TOTAL..
[ADI
252 200.00
144 i94.06
'Through March 1943.
i
6
4
Fl—oRp
BALANCE OP.
USED.
t 2,800.00
: -o-
r;-
17,600.00
=0=
i S8,800.00
-0-
18,26S.09
42,S3S 004:`
2S,688.00
1,200.00
416.00
1,600.00
35,339 00
• K:
''13,564.00
U,236.00—
!IM M
•..-.. •aA 00
�... Aa. _
a
t
EIWIBIT J
DEVELOPMENT FEES
TOTAL
REVENUE AND EXPENDITURES'
r
CITY OF STOCKTON
TUTAL AMOUNT
COLLECTED
SCHOOLS AND AMOUNT
TOTAL
BALANCE OF UNUSED.
1 'hr `8USDIYIS1011.
1979-93
01: FUNDS EXPENDED
.. ,AMOIRtT SPENT
DEVBLOPMBNT .FEBS' ._.
r ' tCi.AIRNOMY'
f 47,610.00
Parklane f 43,660.00
"
Tokay 3,950:00
f 47,610.00
•0-
t70LONAL`'BST7ITE .
247,00S.00
Elkhorn Mini S3 72S.00
'-
'
Elkhorn_ 12,121.00',
Oakwood 135,709.00
2s2.25s.00
($s"2SO.00)l:
FALCON CREST
1,160.00
Elkhorn 4,160.00
4,160.00
t •
-0
„ .
.
y PDX CR88X,
124,495.00
Davis— 14,630.0.0
Parklane 69,87S.00
y a
Norada 23,990.00
Tokay 16,000.00
124.49S.00
0
Vit' `lUlilP01t3 l 1tY
1,010.00
Oakwood !,040.00
1,040.00
400 1
'rtALOU 1l3TAT88
9,260.00
P.9,260.00
9,260.00
=0
StSINIAMLAC825,110.00
Parklane 25,110.00
25.110 ,00
0�� E
a,
".
a ..
�w ���`Z
STOC[TOl1
X43=,6E4.00
1463,930.00-
f463,930OD
.� t;s,ao:oQ)
. t
re•h i YiF�
.. ;. w
kb•
ne t balan a then
ficl c is-'dw to Cit of Stockton col ectia f and t n rsivadir
y 1 = fees in error s dewlaps.
.�, ..
'ihrou=h March 1913
e
Mf BIT A
DEVELOPMENT FEES
TOTAL REVENUE AND EXPENDITURES•
SAN JOAQUIN COUNTY
COLLBCM
SCHOOLS AND AMOUNT
TOTAL
DAI.ANCB OF tklil38D
311 Drit i(iit
1!7! 13
OP= Z]tP5N0BD
ANON. SMW
DEVELOi�IB
COI1MlRY rINM 1I8'1ATBS
:..I,siO.00
Moodbad;e i 1,s60,00
i
1,S60.00
0
RIrlR t�iA801IS
1,S69.00 .
Lodi Ni S8.00
lloodbrid . 1 S02. 00
;
1, 560.00
fx -
ity
Illpf �Di*O��TsI
6,600:00 `
..
Lodi Hi;h 1,200.00
4
'<°t LOp� pI6N ADEA"
Lockeford59200 00
6 600.00
rttn �aauTs .
22;.uo.00 .,
r.aa
icA'C A1tit JtRBA
Davis
Totar o,roo.00
22,320.00
ratty aA.,t
29,140.00
f 29.i
t
24,840 00.
..
__.;.
Q.00
0
In -Lieu Agreements
12
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.
There 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:
Dennis Noble (Zinfandel Estates) - Stockton
Cook -John Development (Willow Brook) - Stockton
Eilers Annexation - Woodbridge
Woodbridge Greens - Woodbridge
Now Annexation - Lodi
Park West - Lodi
Filley Ranch (Sun West N4) - Lodi
Barnett -Range (Fox Creek 11 $ 12) - Stockton
Lobaugh - Lodi
Joaquin Marietta - 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 Coammities' 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 dedica-
tion 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
e
12,
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.
r
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 -Purchase 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.
Permanent Fa... ' it ies
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 Stem -
wood. All of the projects are ready for construction; however, funds are not
available until the sale of another $7S million in Proposition 1 (November 1982)
bonds. Although the Committee charged with bond sale recommendations has given
the go-ahead to sell the bonds, the State Treasurer is not expected to do so un
til the fall or early winter of 1983. One hundred and twenty-five million dollars
in Proposition 1 bonds have been sold to finance already -approved projects whose
funds were transferred by the Governor and the Legislature to the State General
Pund in the February, 1983,budget balancing legislation. The site work and re -
locatable buildings at Stonewood School were included in an earlier apportion-
ment and encumbered by contract prior to the transfer. Upon sale of the fonds,
Lodi Unified expects full funding of the projects ready for construction. The
District has received Phase II approval for the new Middle School (north Stockton)
with apportionment to be made from existing cash -on -hand or from the forthcoming
bond monies. Preliminary planning money has been received for the.penwnetnt
buildings at Oakwood (north Stockton), English Oaks Elementary School (Lodi),
and:Holt Elementary School (north Stockton). Revisions in the District's appli-
cation and priority points have resulted in a temporary hold on these projects.
It is anticipated that sufficient eligibility will be generated in the. fall of
1983 to proceed with the plans for these projects. Educational specifications,
site selection, and preliminary plans are in -process for the new high school
and I the new continuation high school, both to. be located in north Stockton.
Alternatives
An important consideration in determining the
native is the neighborhood school concept. Al
ing policy which causes all schools throughout
grade span, to house the same proportion of s
where practical. Equal loading is a concept
but provides extraordinarily long bus rides f
21
most reasonable housing alter -
so important is the equal'load-
the District, within a given
tudents relative to capacity,
that works well in an urban area
or students when the area of
'Impaction and,growth is substantially removed from the area where classrooms
ate ,available: As growth continues and the schools became overcrowded before
new facilities can-be constructed, the District has considered and will con-
tium to consider the following alternatives:
Hosing:
&rsing 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.
Double Sessions- Elementary Schools:
a
Dyable sessions in the.prinary grades retain the same amount of in-class.
time. In each of the instructional sections, double sessions are per-
ceived as being disadvantageous to the students attending school in the
p.m. shift. 'T;*.A fabric of society rejects the concept of young children-
being in school from 12:30 p.m. to 5:00 p.m. followed by what may be an
exterde'd period of time on the school bus. Older children: (above .grade 4)
lose a significant amount of instructional time through the device of:'.
double sessions; therefore, it is not considered feasible for the inter-
mediste grades. Double sessions are perceived as being acceptable..onnsn'
extremely short-term measure for grades 1-3 pupils.
Extended Day Programs - Nigh Schools:
• r'
Program
in the early morning or in the late afternoon my be devised, to
utilize_a high school plant at above-normal carrying capacity. Such pro• Y,.
grams are found,-to have relatively small pupil/parent interest, are int
corAicive to intergmration with established busing schedules, and, are::_rpt
a viable answer to impaction.
r
School Boundary Realignment: w
This device has been used to accommodate growth in an immediately adja-
cemnt attendance area. Vere growth is scattered or substantially. tie. r`
mumoved. game w1ml houses with room available, realignment ..is ineffective.
Boundary realignment -is not a viable permanent solution. beyocod, that a1.
ready ac lished considering the growth rate of the several atteandanoe
areas in this district and their close proximity to each other. A dei
annexation 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 Sdiools:
A year-round school program could have the potential of increasing ar",A l r
able classroom space by 18% to 25%. Over the last two+-years Distri.-t,,
staff,.Board members, and the Year-Round School Coanittee net and,stxId ed
the appropriateness of Year-Rand School in .Lodi Unified and.'"to d3tenaina
those schools most suited for possible implementation of such a 11mmmi
in this, or subsequent, school years. Meetings with parents of students
in.potttial YRS attendance areas were held during theJast schooh;y+aar
22
ON
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 tiat 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 hav
significant parent support, which '_s 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 each 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
greaten need elsewhere in the State. These units can be used for rega-
lar classroom programs only and oust be loaded at the rate of 30 std -
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 edu-
cation programs. The capacity of these units is approximately 12 stu-
dents and the lease and setup costs are two to three times the cost of
'the State portables. The District will attempt to phase out all trailers
Yin favor of State lease portables where possible. This will require
moving special education classes into regular classrooms aid regular pro
-grams into the portables.
Relocatable Units:
Relocatables are herein defined as portable units, owned bythe.'Diitrict.
quof these units are more than 15 ars old; however they-have;,beeA '
ite serviceable. As a matter of policy, all new scimis ate being"`3e-
signed with a certain muber of relocatable portables in anticipation
of a declining enrollment situation in the future. This will give the
District flexibility in housing students in the future and the use of
relocatables in the site master clan Rives the District bonus points which
can be applied towards additional square footage in permanent buildings.a`
As noted earlier, these units are now included in the District" s,inven-
tory of permanent classrooms. When the various older units will be.'be-
yond repair and perhaps unsafe for occupancy has not been determined.
The District currently retains these units for use wherever needed',
althaigh nany of the units are basically permanent at their present to
cation.
23
n
sAmmod I Facilities
Other alternatives that are in use in other Districts include the use o -f
scho6i Willdings in adjoining districts which are not needed by that
A4 trio Thio i t idered iabl a1 i fo Lodi facili
-
s s I1C cans a v a t8rnat ve r aS
ties `"in'sll adjoining districts, except Stockton Unified, are used to
thetnuis m extent. The Stockton Unified facilities within a reasonable
-distance of Lodi Unified also do notihave surplus capacity, while vacant
classrom.space is not located within 'a reasonable transportation dis-
tance.
24
l'J
APPENDIX A
STATE CODE
chapter k7. school Faculties
6370.
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 nec 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.)
6"71. 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 boa. d of supervisors of the city or county within which
the school district lies. The notice of findings sent to the city or
county shalt 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 63972 shall be applicable
to actions taken on residential development by such council or
board.
(Added by Stats. 1977, Ch. 933.)
6"72. 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 f indings:
25
Lacaa findiM
Developmwt pralMMted
Mk= fin6lrw made
M
lxoaptftons (1) That an ordinance pursuant to Section 63974 has
been adopted, or
(2) That there are specific overriding fiscal, economic,
social, or environmental factors which in the judg-
ment of 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 63974.
(Added by Stats. 1977, Ch. 933.)
Delbaions 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,
agreement3 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 development" 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. 935.)
iNsrim faculties 63974. For the purpose of establishing an interim method of
ase
by providing classroom facilities where overcrowding conditions exist,
dodlestjon or fee as determined necessary pursuant to Section 63971, and notwith-
as oondttion of standing Section 66479, a city, county, or city and county may, by
' OW0Bel 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 reasonabir 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 necessary to pay five annual
lease payments for the interim facilities. in lieu
of the fees, the builder of a residential development
2t
E
0
Limitation on 63979. One year after receipt of an apportionment pursuant to
interim facll`ties 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 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 overerowding
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. 1990, Ch. 1354.)
M41nition of interim 63950. For the purposes of Section 65974, "classroom facilities,"
laeiiitiea "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 followings
(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. 1990, Ch. 1354.)
Recommendation on fees 63951. 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 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 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.)
i
1.iA�sut� GYM One year after receipt of an apportionment .pursuant to
1aRi11l., fecilttlies 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 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 65971, 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 retuned to the person who paid the fee or
made the land dedication.
(Amended by Stats. 1990, Ch. 1354.)
Dalnilim at lntetiw 639M For the purposes of Section 65974, "classroom faclllties,"
tam "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 63974 shall be
IfFiAted to the following:
(a) Temporary classrooms not constructed with perma-
hent foundation and defined as a structure con{aln-
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 slte preparation and installation of tern-
porary classrooms.
(Amended by Stats. 1990, Ch. 1354.)
an fm 6M1. If an ordinance has been adopted pursuant to Section
63974 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 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 shall constitute a waiver by the governing,: body of
the school district of Its authority to request fees pursuant to this
Via•
(Added by Stats. 1979, Ch. 292. Effective duly 241,A . 979J
28
APPENDIX B
SAMPLE.
Al
IN -ICU 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 UNIFIED SCII60L DISTRICT OF SAN JOAQUIN
COUNTY, a Political Subdivision of the State of California
(hereinafter, "LODI UNIFIED").
WI 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 approximatelyr' esi ential units
within the district governed by Lo i nified, as part of a
project commonly known as consisting
of approximately acres located in the of
San Joaquin County, Cali ornia.
z.
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 Unijiied 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:
t
(insert legal description)
S.
Lodi Unified has no objection to Developer's
project; provided the Developer make a reasonatile and approp-
riate contribution to mitigate the impact that the project may
h1ave on Lodi Unified.
6.
Developer shall make such reasonable and appropriate contribution, --.-
to mitigate school overcrowding by either--atthe election of
Lodi Unified: (a) Depositing with Lodi Unified--an.amount equal
29
to, and in lieu of, any sums prescribed to be deposited for
such residential development by Ordinance
Number , of the Code, commonly
referre to as t e "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 jurisdiction over the
the applicable rate of fees shall be the last
rate set bytheprior to the effective 'date
of the Court's ruling. Said declaration of unconstitution-
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 Developer 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.
(6) Upon receipt of the fees provided for by this Agreement,.
Lodi UniSedshall 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 ordinanc.e, upon resr ential 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 ni f ied.
(i) It is understood by the parties hereto that -such a school
site must be approved by various State agencies, including_
.:the Bureau of School Planning.
:(Z) In no.event, shall the total area of said 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
wit raw approvals until Developer agrees to remedy the re acK —
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-
'c.ial 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 extinguisFed by 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 65970, 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 Darty 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 litigati-.,, 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 FOR THE DEVELOPER
Facility Planner
Lodi Unified School District
815 West Lockeford Street
Lodi, CA 95240
31
• .
�3.. TEAM. ;:. This Agreement shall be effective the date first above
written nd shall terminate upon completion of the construction
of the fiiiii 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 MITNM WHEREOF, the parties hereto have entered into this
Agreement the day and year first written above.
I
By
- Hereinabove Called,"DEVELOPER"
not
E9
I.,
Henry A. Glaves, Jr., City Manager
FROM: Robert H. Holm, Finance Director
e
r 19, 1983
imjt6f-.: iif'- Bid -room Tax to LUSD
s. :xr'
The,folloving payments have been made to LUSD for the collection
-U.
of le d r6bii^tax since collections started in September of 1979.
9WI
4h&020 I.,
21,600 ids
Serember, 1982 12,400
,
15
'3 '600z' '4�--
289.520—
N
rk. tq-�W-
(A) TnJ-WW i�i*f*Ve tff it'7-20
7-20 on fixhd
savings pend" outcome of lawsuit.
i!ol I s...It
jW
U
ow.
vwlt.
XITY COUNCIL'
EVELYN M. OLSOK Mayor
JOHN R. (Ran*4 SNIDER
Mayor Pro Tempore
ROBERT C. MURPHY
IAMES W. PINKERTON. Jr.
FRED M. REID
CITY OF LODI
CITY HAIL. 221 WEST, PINE STREET
POST OFFICE BOX 320
LODI. CALIFORNIA 95241
(209) 334-5634
October 24, 1983
Ash°. Bllerth tarsen
Super intent
Lodi Unified School District
815 West Lockeford Street
Lodi, G 95240
HENRY A. CLAVES, it.
City Manager
ALICE M. REIMCHE
City Clerk
RONALD M. STEIN
City Attorney
RESO UMCN N0. 83-117
RESO=1ON CIO iCIMIM WITH 7M FINDINGS OF 7M
ILDI UNIFIED SCHOOL DISTRICT 10r"IM BVACTICN
AND DOCLARIM AN STATE OF IWACrICN IN EIC H EEN
ATZENDM AREAS W17HIN TTS DISMICT
MM AS, Ordinance No. 1149, entitled, "An Ordinance of the
City of Lodi to Provide for 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 funct ioninE of,
educational programs Including the reason for such conditions existing;
(2) all reasonable methods of mitigating conditions of overcrowding have
been evaluated; and (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-.
pursuant to Ordinance No. 1149, following receipt
of the Declaration of Impaction by the Lodi Uhified.School District
dated August S. 1983; the City Ca=il scheduled and conducted a public
hearing on October 19, 1983 on the notification for the purpose of .
allowing interested parties to comment on the matter.
affected by and proposed development plans, to wit:
Elkhorn RIP 1-tary School Attendance Area
Heritage:Rlementary School Attendance Area
Lawrence RIPi tary School Attendance Area
Davis Elementary School Attendance Area
Needhem Il li - t ary School Attendance Area
Leroy Nichols'Blementary School Attendance Area
Stonewood Elementary School Attendr':e Area
Liberty High School School Attendan�,�e Area
Henders4i`ElP P-tary School Attendance Area
Oalawood>Bleme7ntary School Attendance Area
Otto brive.Ele:aemntary School Attendance Area
Vinewood-Blementary'School Attendance Area
Parkland;:Bleaentary School Attendance Area
Victor Elementary School Attendane Area
hbrada Middle.School Attendance Area
Hbodbrid&4liddle School. Attendance Area
Lodi'Hi School Attendance Area
Tokay High School Attendance Area
B8 IT FUEMIER RESOLVED that City Cotnci l of the Ci ty ;of Lod-of
does hereby authorise the continued collection of Development Fees at.
the 'present rate. of $200.00 per bedroom.
B8 IT FEIMIER HMMVD that the City clerk ,of the City of,
Lodi is hereby directed to transmit a certified dopy of -this Resolutiomn
! tors-theOcw*rning Hoard of the Lodi Unified School District.
Dated: October 19, 1983
I hereby certify that Resolution No. 83-1.17;'mmmias
-�
passed and adopter: by the City Coamll of the
City of Lodi in a regular meeting held October
19, 1983 by the following vote:
Ayes: Ownei 1 Members - Reid, Snider, a Olson 0417or)
Noes: CotwiI Members - Pinkerton
ap Absent • CiD4mnCi 1 Members -��
t
Alice M. Re
City Clerk