HomeMy WebLinkAboutAgenda Report - October 27, 1982 (37)City Clerk Reimche presented the following letter which had been
received from Mary Jo Williams, President, Leroy Nichols PTA
and Jerome Abatanqle, Principal:
CROSSING GUARD "Cur P.T.A. has been watching with some concern our student
REQUEST AT crossings on Highway 12. The traffic has increased considerably
HAM AND and therefore pose a danger to our students. The Hutchins
HIGHWAY 12 crossing has a guard to walk the children, but still some danger
exists. Students are beginning to use the Ham Lane and Highway
12 more as housing begins to develop in the western area of the
Beckman Ranch Subdivision. We feel that consideration should
be given to placing a crossing guard at that point also.
We urge you to consider the guard at the Ham Lane and Highway 12
crossing and reply to us as soon as possible."
With the tacit concurrence of the Council, Mayor Reid referred
the matter to Staff for investigation and information.
r F ,
'CM COUNCIL
MEETING
OCTOBER
1982-
City Clerk Reimche presented the following letter which had been
received from Mary Jo Williams, President, Leroy Nichols PTA
and Jerome Abatanqle, Principal:
CROSSING GUARD "Cur P.T.A. has been watching with some concern our student
REQUEST AT crossings on Highway 12. The traffic has increased considerably
HAM AND and therefore pose a danger to our students. The Hutchins
HIGHWAY 12 crossing has a guard to walk the children, but still some danger
exists. Students are beginning to use the Ham Lane and Highway
12 more as housing begins to develop in the western area of the
Beckman Ranch Subdivision. We feel that consideration should
be given to placing a crossing guard at that point also.
We urge you to consider the guard at the Ham Lane and Highway 12
crossing and reply to us as soon as possible."
With the tacit concurrence of the Council, Mayor Reid referred
the matter to Staff for investigation and information.
Unified ach®®l delliatt'llet
NICHOLS SCHOOL REC LN ED
1501 S. Crweont Avonvo, Lodi, CA 95M �`�QZ��L 411kA
XE .CITY CRC
L66
OF LODI
October 18, 1982
City of Lodi
City Council
City Hall
Lodi, CA 95240
Sirs:
Our. P.T.A. has been watching with some concern our student
crossings on Highway 12. The traffic has increased considerably
and therefore pose a danger to our students. The Hutchints crossing
has a guard to walk the children but still some danger exist s. Students
are beginning to use the Hamm Lane and Highway 12 more as housing
begins to develop in the wentern area of the Beckman Ranch subdivision.
We feel that consideration should 'be given to placing a crossing guard
at that point also.
We urge you to consider the guard at the Ham Lane and Highway 12
crossing and reply to us as soon as possible.
MJW:djs
Sincerely,
Mary Jo Williams, President
LEROY NICHOLS P.T:Ae
J e 2'bme Abatangle, Principal al
Maned by
Facilities wW PlannbZg
July 1, 1982
INIRODLX7I ON
The purpose of this report is to discuss the process used by IL,odi Unified
School District to relate development fee revenue to expenditures for
temporary school facilities.
Contained within is a discussion on the impotmded development fees and a
summary of revenue amounts by jurisdiction; a summ. ry of expenditures
incurred during the impoundment period; a fixed figure representing the
amount of development fee.revenue which can be returned to the General
and/or Site Funds as a "payback;" complete detail on how that figure was
calculated; a conplete listing of assumptions and qualifiers relative to
the process of allocation; an outline of the process to be used in
allocation by the District; and a summary of income and expenditures
beyond those related to the impounded fees.
DEVELOPWgT FEE REVF.IVUE
In 1978 the Cities of Lodi and Stockton and the County of San Joaquin
adopted ordinances requiring the collection of per bedroom fees for the
mitigation of the impact of development on specified overcrowded schools
in the Lodi Unified Sctool District. Between 1979 and May, 1982 (inclusive)
the local agencies collected fees at the time building permits were taken
out for residences on parcels created after the date of the. ordinance;
however, as a result of litigation in Shasta County, all fees were "im-
pounded" until the State Supreme Court settled the issue, whereupon the
"impounded" fees, plus inter'-st, were released to the School District.
A summary of the impounded development fees (also called the bedroom tax
and impaction fee) is shown below.
Since release of the "impounded" fees each Jurisdiction sends the District
a check as fees are received and an accounting of where the subject
residence is located by subdivision. Tt is this infonnation which
enables the District .to allocate the fees by attendance area or school.
IMPOL NDED DEVELOPMENT FEF REV "IRM
SCHOOL ATTeMANCE AREA SUBDIVISION
Development Fees - Lodi as of 3/16/82
Heritage - Sr. Elem - Tokay High Cambridge Place
Nichols Sr. Elem Tokay High Beckrun Rance
Winchester flaks
Reese - Woodbridge - Lodi High Millswood
Vinewood/Henderson - Sr. El - Tokay Lakeshore Village
Development Fees - Stockton as of Manch. 1982
Elkhorn - Sr. Eleni - Tokay High Colonial Estates No.
Davis - Morada - Tokay High Fox :reek
Clairmont •1
Parklane - Sr. Elea - Tokay High Suawerplace III
1st Pentecostal Church
S 44,094.36
6,063.01
36,170.18
30,190.40
�f4
S 273,232.00
141,662.00
$4,174.00
10,463.00
6,680.00
450,11).00
Development Fees - Son 31otWAn County as of 4%30/82 S 25,412.00
Listed with Revenue/brpenditure Accatmting Forms
GRAND TOTAL ;'f ► e
• Interest included in each subdivision total - Lodi - S 6,719.74
Stockton - 58,906.DO
°• Last 1/4 revenue for 1981-82 - $3,380
(See Chart at end of Report).
INTERIM FACILITY EXPENDITURES
Between 1977 aA 1932 the District incurm' a number of expenditures for
the purpose of providing interim housing facilities, consistent Ath the
provisions of the State Gcriernment Code. All of these expenditures were
made from Pund 01 (the C•eneral Fund) and Rind 03 (the Site Fund) , and most
were made with the expressed intention of applying development fee revenue
towards those expenditures when it became available. Interim thing expen-
ditures during this period are detained belaw.
W 4W
INTERIM HOUSING EXPENDITURE REVIEIV
Original Expenditure School Expenditures Through June 30, 1982
Fiscal Year Pund 03 • Fund 01 ••
77 -
78
Parklane Mini
0
f 93,169
Relocate Portables
Loekeford(2)Elkhorn(1) 1 $22,562
0
67,686
78 -
79
Relocate Portables - Elkhorn S
24,018
0
79 -
80
Relocate Portables
Parklane (9)Oakwood (6)/
442,875
0
Tokay High (2) 1 $26,OS1.47
Elkhorn Mini
9,525
44,200
80 -
81
State Portables 1 $2,000 + setup (leese prorated)
Oakwood (8)
72,887
40,245
Elkhorn (2)
4,089
8.732
Marada (4)
1,406
19,587
Parklane (8)
2,890
47,210
Tokay High (8)
5,874
35,162
Woodbridge (2)
706
8.772
Mini School Leases
33,600
81 -
82
Otto Drive Maxi School
0
114,500
Mini School Leases
0
33,600
SLatePortables 1 $2,000 (see above)
0
64,000
Lease Trailers ••O
Woodbridge
-
8,211
Morada (2)
-
15,990
Davis
-
8,487
Heritage
-
4.661
Needham
-
4,388
ALL YFARS
Subtotal
$S6S.270
$ 652,600
GELNM TMAL
$ 1,217 .870.00
° Final 03
Special Reserve, or Site Fuxh
•• Find 01
- General Final
••• Expenditures
for Lease Trailers Presumed to be Entirely
from General Rad
-3-
ALIDCATION OF REV MU TS
In May, 1982, Lodi Unified received $638,942.74 from local jursidictions.
This was the total amount of Development Fee Revenue, plus interest, that
had been collected, and impounded, between 1979 and the date of release.
It has been determined that $595,987.74 of the $638,942.74 collected could
be returnea to the General and/or Site Funds as payback for expenditures
made during the qualifying period. In May of 1982 the Board authorized a
transfer of $138,558.00 from the Development Fee Fund to the General Fund
to cover the startup costs for Henderson and Needham Schools for school year
198Z -19E3. $457,429.74 remains which can be transferred out of the
Devel kv 1t Fe-e-Fudn-d to the General an or 9-1te Holds at this time. It is
anticlpa d that additional l.evenue may also be transferred from -fourth
quarter revenue recently received as payback: for 1981-1982 expenditures;
however, those figures are not included here. Below is a summary of the
disposition of the impounded Development Fee Revenue.
SUMMARY OF ALLOCATION OF II+IPOl LADED DEVELOPbIENT FEES
Fiscal Year Development Fee Total Qualifying Total Expenditures Total Revenue 'Unexpendable" Total Expenditure
Revenge Expenditures "Recovered" Applied to Qualify- Revenue to be Not "Recovered"
ing btperditures Carried Forward
(2) (3) (7)
1979-1980 1 274,370.17 S 496,600.00 $ 279,221.74 S 268,370.17 S 6,000.00 S 217,378.26
1980-1981 255,149.02 248,560.00 247,438.00 250,991.02 (4) 4,158.00 1,122.00
1981-1982 109,423.55 106,137.00 69,328.00 76,626.SS (5) 32,797.00 3111809.00
(3 quarters)
Totals $ 638,942.74 (1) 8S1,297.00 595,987.74 595,987.74 (6) 42,955.00 2S5,309.26
(1) Amount that was inpourded by Lodi, Stockton, and San Joaquin Canty and sent to LiISD in May, 1982
(Z) See chart "Interim Nothing Expenditure Review" and discussion on assumptions and qualifiers
(3) See Development Fee Raven e/Expenditure Accounting Forms for expenditures relative to income by year
(4) Includes $3,553.02 in interest which was applied to 1979-1980 expenditures - see qualifiers
(5) Includes $7,298.55 in interest which was applied to 1979-1980 expenditures - see qualifiers
(6) $595,987.74 - $138,SS8.00 (transferred 5/82 as a "pay back" to General Fund to cover Needham and Henderswa
School startup costs) - $4S7,429.74 for transfer to Gwwrai and/or Site Funds at this time (as "payback")
(7) Revem;e from msidential developments in attendance areas where there were not equal qualifying expenditures
On July 6, 1982 the Board received a copy of this report. Following discussion
it was moved, seconded (Todd; Meyer) and unanimously approved to authorize the
immediate transfer of $457,429.74 to the General Fund from the Development Fee
Fund as "repayment" for Interim Housing Expenditures.
--4-
V
The Process
T
The process developed for allocation of Impounded Development Fee Revenue
hinges around the need to directly relate revenue from residential develop-
ments to the school or attendance area serving that development. "Plan A"
adopted by the Board in March, 1979, to guide the distribution of impact fee
revenue states,
Apply the total fee to any one of the attendance aroas that is impacted, even
though all three attendance anus qualify within the geographic element. Advan-
tages: 1) more flexibility in the use of funds; 2) more rapid accumulation
of furxis; 3) less likely that unencumbered balances will remain. Disadvan-
tages: 1) more likelihood of responding to localized politicAl pressure;
2) greater difficulty in responding to criticism that 'Lodi money is used in
Stockton' and vice versa; 3) greater difficulty in convincing elected officials
that resources collected are used in the immediate area.
This process implements the Board's formula. The steps in development of the
process were: 1) establish assumptions and qualifiers as a basis for determining
qualifying and eligible expenditures and allocating revenues in less than clear-
cut cases; 2) determination of attendance areas by year for each development;
3) charting of revenues by development and expenditures by school for each fiscal
year since adoption of the ordinances up to release of the impounded fees;
4) allocation of the revenues to each expenditure on the "Development Fee Revenue/
Expenditure Accounting Forms;" S) summing all figures to provide a "Summary of
Allocation of Impounded Development Fees;" and 6) adaptation of the process to
the ongoing situation.
Assumptions and Qualifiers
Inherent in any process is the need to establish a base.
The recommended allocation of develoj.lment fees is based on strict interpretation
of the enabling legislation. Government Code Sections 65970-65978 (SB 201 - 1968)
permit local jurisdictions to adopt ordinances to exact fees from residential devel-
opers in lieu of land dedication for purposes of providing interim school facilities.
Lodi, Stockton and San Joaquin County adopted ordinances in late 1978 and immedi-
ately started collecting fees from builders k4iose parcels were created after the
effective date of the applicable ordinance. Section 65978 requires that Lodi
�hnified School District maintain a&--1 accounting of fees, while Section 65980 limits
their use to strictly def.inedinterim facilities. In addition, Government Code
Section 6S974 (d) states in part,
The location and -mtmt of land to be dedicated or the amount of
fees to be paid, or both, shall bear a reasonable relationship
and will be limited to the needs of the col mw i ty for interim
elementary or high school facilities and shall be reasonably re -
laced and Limited to the reed for schools caused by the develop-
ment; . . .
-y-
In relating income and expenditures by attendance area and school for each, the
following were asstmd or used as a basis for decision:
ASSUTIF I' I ONS AND QUAL I F I ERS
1. pwa starting date for allocation is fiscal 1979-1980. The fiscal year is used as a time unit;
however, some. reve,,aue and expenditures may have originatcKl between January -Jun- 1979. It is
assumed that these figures are negligible for the purpose and are, therefore, incorporate
with the !979-1980 figures in the matrices and surmmry charts. Experxittures before 1979
($184,873.00) were not ce.^.sidered "eligible," and, therefore. do not appear in any totals.
Use-,! on a. 1980 change in thr definition of interim, a State Attorney General Opinion 79-625
(10-16-79), and the advise of County Cmmsel, the expense of OttoDrive *taxi -hool in the
amount of $114,500 was not considered eligible, and, therefore, doer not appear in any totals.
3. Elkhorn Hint was consWereed eligible because the lease and encumbrances pr, -date the change in
language of Section 65980 and the facility is clearly interim. The lease renewal will not
qualify in 1982-1983.
4, The net soomt of "eligible" or qualifying" expenditures was reduced to $851,297.00, ftcxa a
gross aacunt of $1,150,670.00.
5. Consistent with Government Code Section 65974, all rrpenditures must ix related to the impacted
Attendance area containing the cjntributing residential development. Expenditures by school
were "credited" on the basis cf the District's Declaration of Impaction Report and the Board
formula. Non -Impacted schools are not considered eligible.
6. expenditures made at a school not in the attendan_e area crnta:ring the developm°~:t, but which
was used to house children from that subdivision. as outlined in the ararual atterr_::nce area
reports prepared by the Assistant Superintendent, offices, were considered eligible on the
basis of the District's equal loading policy. This wvald inclu a Woodbridge taking the over-
flow from Senior Elementary and Lodi High School taking the overflow from Tokay High School.
7. In those attendance areas with severai schools (spem ifieally Elkhorn), it is recognized that
the impact of any specific development is on the entire attendance area; therefore, expen.-li-
tures made for any schaol in the attendance area are considered relatire to any paying devel-
opment built in the atteerdance area.
8. "Dripaid" or "unrecovered" expenditures made in any given year are not carried to the next year.
It is reaioned that if expenditures for interim facilities must relate to :seed, they are logi-
cally made after the building permit is taken out or, the residence and not in advance. It is
understood that facilities in place: certainly serve the :>w students as well.
9. 'Vnspent" fees or "mexpetxiable" reveimw received in any given year is carried from year to
year on the basis that the need for interim :Facilities to serer children fTxn the related
daerelur+ments may not arise until some time after the building permit (at which time the fees
are collected). Such revenue may be used in arry succeeding year fon schools serving that
development.
10. Interest was a one-time- income to the district as a result )f fee impoundments. The interest
did not comae from, any developer and was. therefore, allocated at District discretion for any
"eligible" expenditure. It was arpolied: however. only to qualifying expenditures and not for
aaf other district purpose, althoamgh tlu>t may technically be possible. Since the local juris-
dictions willingly turned this revenue over to the District, it is felt that the only proper
use is in the manner ascribed.
11. Lease trailers financed directly, or indirectly, by the General And are included in the
1981-1982 eaa:penditures. Stu3ents nous. -d in lease trailers are substantially frnm the atten-
dance area of 0w school where they are locate -J.
Attendance Areas
Elementary, Middle and high School Attendance Areas and specific schools serving
each City subdivision paying fees, are listed below. All County fees were
accounted for pend t by permit; therefore, attendance areas for County develop-
ments are listed with the fees on the Development Fee Revenue/Expenditure/Account-
ing forms. All attendance area information was obtained from the annual attendance
area reports.
� 11• M • H � 6g
DEVELOP"an
1981-1982
1980-1981
1979-1980
Colonial Estates No.
K -Elkhorn Mini
K -Elkhorn Mini
K -Elkhorn Mini
1-6 Needham and
1-6 Needham
1-3 Elkhorn
Elkhorn AA
Maxi School
Sr. E1
4 Henderson
Sr. El and Tokay
Tokay
S Washington
6 Needham
Sr. El & Tokay High
Fox Creek
X -Parklane Mini
K -Parklane Mini
K -Parklane Mini
1-6 Davis
1-6 Davis
1-S Davis
Davis AA
Morada
IIorada
6 Parklane
Tokay
Tokay
Morada
Tokay
Clairmont 11
K -Parklane Mini
K -Parklane Mini
2-6 Parklane
2-6 Parklane
Davis AA
Sr. E1
Sr. E1
(assume assignment
Tokay
Tokay
same as Normandy
Village)
9u merpiace III
K-6 Parklane
K-6 Parklane
Parklane AA
Sr. El
Sr. El
(Cimarrar)
Tokay
Tokay
Pentecostal Church
K-6 Parklane
Sr. El
Tokay
Cambridge Place
K-6 Heritage
K-6 Heritage
K -S Heritage
Sr. El
Sr. El
6 Needham
Heritage AA
Tokay
Tokey
Sr. El
Tokay
Beckman Ranch
K-6 Nichols
K-6 Nichols
K-6 Nichola
Sr. El
Sr. E1
Sr. E1
Nichols AA
Tokay
Tokay
Tokay
Winchester Oaks
K-6 Nichols
K-6 Nichols
K-6 Nichols
Sr. El
Sr. E1
Sr. E1
Nichols AA
Tokay
Tokay
Tokay
MiIIswood
K-6 Reece
K-6 Reece
K-6 Reece
Woodbridge
Woodbridge
Woodbridge
Reece AA
Dodi
Lodi
Lodi
Lakeshore Village
Henderson
Sr. El
Vinewood rural
Tokay
7-
Devefbplrent Fee Revenue/Expenditure Accounting Forms
This form was developed to provide a format for allocating revenues to expen-
ditures. Included herein are the completed forms and allocations for fiscal
years 1979-1980 and 1980-1981 and the first three quarters of 1981-1982. It
is anticipated that the form can be used for ongoing accounting of Development
Fee Revenue/Expenditure allocations.
The steps in filling -out the form, and thereby allocating revenues are as follows:
ALLOCATING DEVELOPMENT FEE REVENUE
I. Determine reporting period. ie. fiscal year, quarter, month, etc. Note on form.
2. an form, enter each subdivision and the amvtmt of fee revenue received from that sub.
division during the period.
3. Determine the attendance area and schools serving that subdivision.
4. On form, enter each school and the amount of eligible expenditures.
S. On the form enter the amount of revenue brought fo hard from earlier periods, for each
development.
6. work acre=s the form allocating the fee -revenue recieved to the schools or attendance areas
serving the development: or work down assigning expenditures to each development.
7. Expenditures for which there is no revenue are totaled at the bottom of the form, and
revenues for which there is no qualifying expenditure are totaled on tho right. Only
revenue can be cArried forward, by development, for eximnditure in a future period. (Be
watchful of attendance area c;ranges fma year to year - docunw."a any relationship to
revenue carried forward by development). Expenditures are not carried forward. If the
amount spent exceeds the revenue, funds presumably come from the General and/or Site FuM.
Facilities paid through categorical program frmds are not considered eligible.
8. Development Fee revenue from developments covered by an Agreement should be )Dept on a form
separate from those shok'-nR revenue received via local agencies. as fees from agreements
may be spent on any school facilities which serve the development. There is no limitation
to interim facilities.
Expenditures for interim facilities is ongoing in the District. In 198Z-:983
an anticipated $2196,132 will be expended for the lease and setup of an
additional 52 State portables, leash renewal on 32 State portables and
lease rcenewa1 on at least 76 trailers, as shown on the following chart.
All of these leases are eligible for payrient directly from Development
Fee revenues. It is anticipated that: expenditures will exceed reveu�w, ,
primarily because of the depressed h,using industry. In addition to the
eligible leases, the District will continue lease of the Maxi School ar:d
the two Mini Schools totaling $126,600. The District will also lease
additional trailers for categorical programs.
We
M
ANTICIPATED INTERIM HOUSING EXPENDITURES 1982-1983
School
New Portables
Old Portables
Trailers
Total
Henderson
$24,000
$24,000
Oakwood
$36,000
$16,000
$52,000
Needham
$32,000
$32,000
Morada
$16,000
$ 8,000
$8,749
$32,749
Elkhorn
$16,000
$ 4,000
$20,000
Davis
$16,000
$16,000
Lawrence
$12,000
$12,000
Parklane
$ 8,000
$16,000
$24,000
Nichols
$ 8,000
$ 8,000
Tokay
$24,000
$16,000
$40,000
Lodi High
$ 8,000
$6,334
$14,334
L.ockeford
S 4,000
$ 4,000
Live Oak
$ 4,900
$ 4,000
Heritage
$4,661.
$ 4,661
Woodbridge
$ 4,000
$4,388
$ 8,388
$208,000
$64,000
$24,132
$296,132
M
LODI IMFIFD SGML DISIRICr
DEVELOFMW FEE R VEHM / EXPENDrPJRE ACOOLNritG IUM
For Period 1979-1980
Page I of
FEE R6VEMJE RECEIVED
BY DEVE
EX?END 7 RE5 BY SCHOOL OR AT[F3iLk4CE AREA
REV04M TO CARRY FORVIARD
FRON
El kho rr:
Mini Parklane Oakwood Tokay
THIS PERIOD ONLY PAST PERIODS
53,725 l56,3QM2 231+,463 52,103.1
Fox Creek
69,875
59J75
-0-
Colonial Heights No.
153,66o
53.725
99.93S
- -
td111 s wood
4, WO
4,800
County - Morada
8,800
-0-
Cybrid3 e Place
18,400
118,400
-0-
County - Lodi High
1,200
1,200
Interest
17,635•17
17 635.1
-0-
Interest from 80-81
3,553.02
3,55.3. f,
Interest from 81-82
7,288.55
33583.S6
3,714.9
-0-
l
"unpaid"
expenditures
-0-
86,433:82130',54;,.4
'0-
• See separate listing for attendance area W/or school serving each subdivision or development
LIJDI TIMI FIED SCHOOL DISTRICT
DEVELOPMENT FEE REVENUE / EXPENDITURE ACCOINTING FOW
For Period -1930-1981
Page I of 2
FEE REVENLE RECEIVEfl
BY �LOP}¢M
B ROUOIrr EXPEND17iRES BY SCH7OL OR ATna AREA
REVEWE TO CARRY FORKARD
FP04
F0irIA W Parklane Elktiorn Oakxood Tokay Aorada
FNc,-)dbridge
50,100 12,821 113,132 I 9,478 41,036 21,993
THIS PERIOD ONLY PAST PERIODS
Suraelace
rg,440
6,440
-0-
Clal-mont
47,610
43,660
colonial Estates I:o.
98,59`.
8S.774
-0-
".12,821
Ca^brifl7,e Plane
22,400
'incheater Oa':,.,,
16,000
13,564
2,436
a 11 rwood
lo,600
4,800
9.478
1,122
4.800
County-T,odi III ;h
1,200
1,200
County - Clem/Lock,
Houstog60Lodi High
County - Live Oak,
morada, Tokay 600
-600
-0-
County - Vine::ood,
Sr. r.1.., ToIAay F,00
-0-
County - Davis,
Morada, Tokay 5600
8,600
-0-
• Sex separate listing for attendance area and/cr school serving each subdivision or development
►J
0
WOI tMF1ED SCIML DISTRICT
wiannowr FEE REvENw / EXPENDITmE AaxxKrINC mm
For Period 1980-1981
Page 2 of 2
FEDREVE P�£KE �friTJMnEG
_
EXPeOrnitES 33Y SCHOOL OR ATTENDANCE AREA
Parklane &lxhorn Oakwood uoodbrid+e roka' Morada
REVENUE 70 CA FORXARU
•MIS PERIOD ONLY PAST PERIODS
Interest L6,104.02
27,358
IS.193.02
t0 79-80
600
—
"•�npsio"
e/penditures
-0-
-0-
-0-
-0-
522
I
• Sae separate listing for atterAvnce area and/or school serving each subdivision or development
LODI UNIFILD SCPDDL DISMICr
DEVELDPMC FU REVMX / EXMMITM ACCOLRIMNC, F
FOT Period -1981-1982 3 quarters
Page I of 2
FFE W-NEXX RECEIVED
BY DEMDPbe4T
F0 E2P.7 E EMMMI-nitEs BY SCHOOL OR ATTF)CWKE AREA
BROUGHT
REVMX TO CARRY FORWARD
FROM
FORIU'A RD Oakwood I Needham I Morada Elkhorn LAVIE Par;,lane
THIS PERIOD CNLY PAST PERIODS
16 f"00 1:.788 23,990 4,000 19. 437 16.000
U:.L.i a ri) a c e
2,760
2.760
Fox C.'Cek
23,990
8,487
,:oluntal Estates tin.
1
12,13-,
Pent,2c,-,stal C►,urch
5,580
5L880-
0,000
.1inchester Acres
15,8o0
2-436
llsa000
'Ai'
13,°00
5,922
9,600
County-Live0ak,
14oradas ToKaY 780
County - Clem/Lock,
Houston, Lodi High
600
Cownty - Da vis,lior&da
To' --ay 2 j,82 0
,;ounty- Lodi Hisb
Interest 7,29b.55 1,200
"unpaid" expenditures
16,000 4,788
-0- 4,000
-0- 7,360
E
'S
LODI UNIFIED 5000L. DISTRICT
DEVEIDMW FEE REVENUE / EJlPMIT M AtS27UKTINC FOM
For Period1991-1982 3 quarters
Page 2 of 2
FEEREVENUE ECEIVI�
"RPElDMRES BY SLMOL OR ArTENW E AREA
REVENUE 70� R HARD
BY
Tokay woodbridg Heritage
THIS PERIOD ONLY PAST PERIODS
16,000 12,211 4,661
Su rme rp 1 ac e
-0-
Fox Creek
6,000
6.143
(Fees colli
Colonial Estates No.
-12,135
error - rei
Pentecostal Church
-0-
3ec,.ma'i Ranch
6,000
T
:inchester Acres
18,BUU,436
112,00d
1Z.211
789
9,600
5'922
• Lakeshore Village
:�ounty- Live a.:,
,4orada, TW ay
780
County - Clem/Lock,
Houston, Lodi Hi
600
County - Davis,
Horada Tokay Hit3h
2,820
county - Lodi High
r
1,200
Interest
"unpaid" exrenditures -0- -0- 4,661
! , V 7V . J J bV
79-80
acted in
mbursed)
j
LJ DI LKIFIED 9CIIODL DISIRICr
DEVEMINEIC. FEE REVERIE / EXPEND1711RE ACCn(NTIK FIOFM
For Period Last 114 - 1901-82
Page 1 of 1
FIE REVEN E RFXMIITD
REVEYL E 7D CARRY F(EfMD
BY MVELO MNT
EXPEMITURE5 BY SCHOOL OR ATTENDANCE AREA
F7b-*l
REVERE Oakwood Needham Elkhorn Parklane Heritage
THIS PERI00 ONLY PAST PER
B1�T 16,000 4,788 4,000 7,360 4,661
6,143
6.143
Colonial Estates W.
-12,135
-12.135
Be0iRm Ranch
6,000
6,DOO
Winchester Acres
21,236
21,236
i9.600
9,600
Coun:y-Live Oak
780
780
County -Clements,
Lockeford, Huston,
2.600
600
i Ni .7 ,600
600
County -Davis, NDrada.
2,820
Tbka
2,820
County - Lodi High
1.200
1,200
780
County -Lakewood.
7 30
0 See separate listing for attendance arra and/or school serving each subdivision or development
U]
11
E
9
N
Adjadr.1stration
ar
Ellerth E. Larson, S,�jmrinterxg"Amt F ,.
Tcat RmUlin,, Assi.-Ptaut SuperJnttmdmt
RuWd Vm_T, Assistant Supwrintendent
mary Joan Starr, facility Plamer.
jmn P ipas 0 AC ting Ws ims s f%_mW r
Ralj:h Wetwre, A+AnistraLivp, Di,.rector OfPerswael
.41
E2
Dodi Unified School District
1982-1983
DECLARATION OF IMPACTION
REPORT
Approved by the Board of Education
September 7, 1982
Prepared by
Facilities and Planning office
1982 - 1983
DECLARATION OF IMPACTION REPORT
This report declaring continued conditions of student overcrowding in certain
school attendance areas in the Lodi Unified School District, has been prepared
in fulfillment of the requirements of State Government Code Section 65978
and the requirements of the implementing ordinances of the Cities of Stockton and
Lodi and San Joaquin County.
DECLARATION OF IMPACTION
In January of 1982 approximately 4,970 students in the Lodi Unified School
District were considered "unhoused" by the State Allocation Board, meaning
that there were insufficient permanent cla.;srooms to adequately house that
number of students. Enrollwnt projections indicate the number of unhoused
students will continue to exceed 4,500 in the 1982-1983 school year, thereby
necessitating continued and additional temporary student housing alternatives.
It is the District's plan to house regular, special education and pull-out
program students in the following manner during the 1982 - 1983 school year.
420 permanent classrooms
??? "other" in -school spaces, ie. storage areas, work rooms, offices,
etc. that are used as classroom space
16 leased and District -owned trailers
8 mini -school rooms in temporarily converted duplexes
16 maxi -school rooms in temporarily converted duplexes
37 District -owned relocatable rooms
7 District -owned relocatable rooms for Adult Education
84 State -lease emergency portables (32 in-place, 52 new)
6 rooms in leased quarters for the Career Center
1 leased house used for blind student education
Attendance Areas are determined each year by the Assistant Superin-
tendent, Elementary Education in cooperation with the District Administration
and Staff. A publication, revieged by the Board, is prepared each year.
There may be more than one elementary school in an Attendance Area.
2.
i
::nmllment projections and classroom loading are detailed by Attendance
:-.rea school in Exhibit A. New enrollm-:nt for the 1982-1983 year.is expected
to b4 slightly less than or equal to that in previous years as a result of
tiw stagnant housing market; however, a sharp economic turnaround. could
result in a sudden influx of new students if only a fraction of approximately
6,330 NEW RESIDENTIAL UNITS WITHIN THE LODI UNIFIED SCHOOL DISTRICT await!y,
approval andjor tuiancIng are coniitructed. Tn addition, one could expect
accelerated subdivision o a£ acreage now stxown on local General Plan Maps for
eventual residential development, the greenbelt initiatives notwithstanding.
Based on the known extent of overcrowding, the anticipated increase in
enrolLment, and the known potential for all subdivision 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 develop.nent fees by
local governments. A copy of Board Resolution 82-40 and amending Resolution
82-43 are set forth as Exhibits B and C in this report.
Lodi Unified School District
IMPACTED SCHOOL ATTENDANCE AREAS
1982 - 1983
Lodi High School Attendance Area
Tokay High School Attendance Area
Liberty High School Attendance ."-sea
Morada Middle School Attendance Arem
Senior Elementary School Attendance Area
Woodbridge Midge School Attendance Area
Needham Middle School Attendance Area
Davis Elementary School Attendance Area
Elkhorn Elementary- School Attendance Area
Henderson Elementary School Attendance Area
Heritage Elementary School Attendance Area
Lakewood Elementary School Attendance Area
Lawrence Elementary School Attendance Area
Lockeford/Clements Elementary School Attendance Area
Leroy Nichols Elementary School Attendance Area
Oakwood Elementary School Attendance Arrea
Ottc Drive Elementary School Attendance Area
Parklane Elenwntary School Attendance Area
Victor Elementary School Attendance Area
Vinewood Elementary School Attendance Area
EXHIBIT A
DETERMINATION OF IMPAMON
PMOOM@ti
Mkssmooc
snxxw CAPAzny OF PF3i1VXW
SPACE: LI: ILI2AT IM
1NrERM FWSDIG
amt. w a ct.a.nar a rat/pen, Mad. olds t r Y dStwtad M a M altfttff tLtt" r•a• -
CLASSP400M
1
1 (19)
liner 1 is f -t.e.r� fres %— of a3- old Oa.Yt res ot11 1. So."
A
E
Ca Cb
D
9
F
G
H
I
J
K
L
N
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44
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111
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w
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u
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11w. M 16 total tntgrq ..r..r. two tlsaletas t M are 1Marl. M Mw. aw sept ttlfwt+. - ., t. -. •,.
Lodi Hiidl school
66
S
61
1830
60
1890
:040
-ISO
2
4-
-
low Hish school.
69
4
-
65
1950
36
1966
2602
- 615
14
2
1
-
Liberty EEigh
3
-
1
2
60
12
72
293
• 221
4
-
-
Ilbrraa a-i$are
12
1
-
10
300
24
324
SSO
-226
Senior E:omentpry
32
2
-
SO
900
21
924
917
- 63
-
3
2
-
Woodbridge Riddle
17
3
14
420
36
I56
575
119
2
1
1
-
iked}taat "1*(�
13
-
1
12
360
12
372
S00
- 140
(v s eoenta27
20
1
I—=
18
S40
12
SSI
903
• 309
4
-
-
6(17)
Elidwwf Elowntary 2)
k3)
7
0
2
S
1S0
24
174
690
- S16
6
6
11(17)
Ebaderson Eles".
3
0
0
-
3
90
0
90
205
- US
6
-
-
-
Heritap Kleaelntary
18
2
2
18
SIO
24
$64
660
• 96
-
2
-
Haustan E1lewetttsry(4)
13
1
12 1
3W
1
372
AA240
G ' ry
11
492
S14
- 22
-
-
-
-.
Lamm= E levarntaly
7
1
2
-
6
1S0
24
201
300
- 96
3
-
.
Live *A Elaratsry
11
1
3
-
9
270
36
306
364
- S8
2
tockeford Blown, (S)
7
0
0
7
210
0
210
256
- 46
1
2
-
-
Q_talants fi?eel+n. S
Miro Iqr
S
1
3
1
4
-
t4
+
L M Mchols Ele. (7)
20
2
1
21
630
12
-
642
60
750
-
•198
2
-
1
-
Oakbood iaomatorr (8)
0
0
0
-
0
0
0
0
660
• 660
17
S
_
Otto Aries Ldeawn. (9)
0
0
0
0
0
0
0
414
- 414
-
13
r�
Dali19M. (10
1
27
-
-
-
Tunwr Elowntary (11)
2
0
0
-
2
60
0
60
S3
+
-
-
-
Eaves Neese E'.larntary
17
1
3
1
14
420
36
4S6
4S4
•
Tokay Calarq life. (12)
4
1
0
0
-
4
120
0
120
97
• 23
Victor 9.10WA ria
9
1
1
-
6
240
12
2SZ
2S2
0
vineslaw
Mashinatm ETlw MuTy 11
15
11(13
1
1
3
12
360
36
516
3%
603
392
27-11
• 4
-
-
NOTATIO
nn
G -ANO 1-6 rta.d TQA► w., N asattoststl r.Me tfo/ e0
(111
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Iftl
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[f l
liner 1 is f -t.e.r� fres %— of a3- old Oa.Yt res ot11 1. So."
W tats .ta f.ta dsaI d 10 R m ie1-R v a f1�=
..�. L. a >• �.
p r 1Q � Iwtll glmtalmlt�
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c .....as tt qft . o b mama:
Ilsfi mod me a 4 tita.flsaf
s volas . m 4"UN M VS"- a
.mho is 74Y cla.a.a. O..ta . M who aa.atne cblfala "Itd!•tl�.- Tsar aYiY M ttd"a to. -
_
�Ma' p1� tAr. OM>rr . `� sr M /w. f t�lt.e i,.-
�t�Ili."M
W
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44
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..
(M)
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111
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lei
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(11)
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(191
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(10)
M.;ilrm Lapin Paths 7•l /tM a-t.orl/ ttll-p dit.t.ttw
(MI
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(ti)
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00
•:r
11w. M 16 total tntgrq ..r..r. two tlsaletas t M are 1Marl. M Mw. aw sept ttlfwt+. - ., t. -. •,.
BEFORE THE BOARD OF TRUSTEES OF THE LODI INIFIED SCHOOL DISTRICT t
4. OF THE OJIMY OF SAN JOAWIN, STATE OF CALIFORNIA
RESOLUTION NO. 81-40
1982-1983 DECLARATION OF 114pACTION
WHEREAS, the development of new residential property results in the demand
for school facilities; and
WHEREAS. the corstruction of new residences and the resultant increase of
students continues; and
WHEREAS, students from new residential units in overcrowded attendance areas
cause an immediate need for classroom solutions; and
WHEREAS. Lodi Unified School District has considered ark' acted upon such
options ass (1) presentation to the voters of bond measures to provide capital
Rads for permanent school housing, (2) temporary buildings. (3) double sessions,
(4) bussing, (S) school attendance boundary realignment, and has considered, and
for good and sufficient reasons chosen not to act upon, (6) year-round school
attendance and (7) extended day programs (high school); and
WHEREAS. there have been no developer provided facilities as defined in
Government Code Section 6S978.
WHEREAS, pursuant to Government Code Section 6S978 the City of Lodi has
enacted Ordinance No. 3095-C.S., and the County of San Joaquin has enacted Ordi-
nance No. 2574 to assist school districts mitigating the impact of new home construc-
tion; and
HHERFAS. the aforementioned Ordinances require residential developers to
participate in the cost of interim solutions necessitated by the ov-rcrowriing of
existing classroom facilities due to new residential construction; mai
WHEREAS, this Board has reviewed the content of the master Site Capacity
Table prepared by staff. a copy of which is attached hereto. and has approved said
report for public distribution;
THEREFORE. IT IS HERESY RESOLVED that the Lodi Unified School District de-
clares ispaction in these school attendance areas affected by current and proposed
development plans, to wit:
Davis Elementary School Attetdanre Area
Elkhorn Elemanttary School Attendance Area
Heritage Elementary School Attendance Area
Lakewood Elementary School Attendance Area
Lawrence Elementary School Attendance Area
Leroy Nichols Elementary School Attendance Area
Oakwood Elementary School Attendance Area
Vinewood Elementary School Attendance Area
Nora" Middle Sclrool Attendance Area
Woodbridge Middle School Attendance Area
Lodi High School Attendance Area
Tokay High School Attendance Area
Liberty High School Attendance Area
BE IT FURTHER RESOLVFD that the Superintendent be, and he hereby is, directed
to transmit a certified copy of this resolution and the accompanying staff report to
the City Councils of Lodi and Stockton and the Board of Supervisors of the County of
San Joaquin for the consideration and concurrence follow"ng public hearings before
their respective bodies.
PASSED Aim ADOPTED this 3rd day of August, 1982, by the following vote of the
Board of Trustees, to wit:
AYES: Yetsula, Meyer, Johnston, Todd, Derrick, Dale. Ball
NOES: None
ABSENT.00,
Moue
i
ATTEST: jJQW VAMU, President
Board of Trustees
Broard of Trustees
EXHIBIT C
BEFORE THE MUM OF TRUSTEES OF THE LODI UNIFIED SCHOOL
DISTRICT OF Till COUNTY OF SAN JOAQUIN. STATE OY CALIFO.!NIA
RESOLUTION 82-43
RESOLUTION AMENDING RESOLUTION 82-40 1982-83 DECLARATION OF UWACTION
WHEREAS, on the 3rd day of August, 1982, this Board of Trustees ouly
adopted Resolution 82-40 1982-83 Declaration of Impaction, and;
WHEREAS. said Resolution sets forth the District's condition of over-
crowded classrooms and determines the impacted attendance areas;
NOW, THEREFORE, BE IT RESOLVED that Resolution d2-40, is hereby amended
by altering the list of Impacted Attendance Areas to include the follovin*:
Live Oak Attendance Area
Lockeford/Clments Attendance Area
Parklane Attendance Area
Sr. Elemeutary Attendance Area
Victor Attendance Area
Needham Middle School Attendance Area
Henderson Attendance Area
Otto Drive Attendance Area
PASSED AND ADOPTED this 7th day of September 1982, by the follovt%
vote of the Board of Trustees of the Lodi Unified School District. to vitt
AYES: Vatsula, Johnston, Meyer. Rall, Derrick, Todd
NOES: Now
ABSENT: done
JOHN ATSULA, Presid*ut�
Board of Trustees
ATTEST:
PONNI7Y R. Clark^ —
Board of Trustees
0
6.
HOUSING OPTIONS
The Lodi Unified School District is actively pursuing solutions to existing and
projected student housing inadequacies on two fronts.
First, the District is pursuing permanent facilities with applications for
eight new schools and expansion of two others in -process with the Office of
Local Assistance at the State level. A summary of the status of these appli-
cations is contained in the "Facility Project Update Report" presented to
the District Board on August 3, 1982. in December, 1982 student housilig
needs will be re-evaluated by the District, the State Board of Education and
the Office of Local Assistance. The District's applications will be reviewed
and consideration will be given to amendment or addition of projects based
on the number of unhoused students and the number of priority points.
Secondly,the District is making every effort to house children on an interim
basis with minimal adverse impact on the educational program. An important
consideration in determining the most reasonable housing alternative is the
neighborhood school concept. Also important is the equal loading policy
which causes all schools throughout the District, within a given grade
span, to house the same proportion of students relative to capacity, where
practical. Equal loading is a concept that works well in an urban area
but provides extraordinarily long bus rides for students when the area of
impaction and growth is substantially removed from the area where classrooms
are available. As growth continues, and the schools become overcrowded
before new facilities can be constructed, the District has considered and will
contir:ue to consider the following alternatives:
Bussing
Bussing is used as an interim process to implement the equal load policy. The
Board finds that no pupil should be bussed 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
Double sessions in the primary grades retain the same amount of in -class
time. In each of the instructional sections, double sessions are preceived
as being disadvantageous to the students attending school in the p.m. shift.
The 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 extended 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, and it
is perceived as being totally unacceptable as other than art extremely short-
term measure for grade 1- 3 pupils.
Extended day programs - High Schools
Program--, in the early morning ar in the late afternoon may be devised to
utilize a high school plant at above - normal carrying capacity. Such
7.
programs are found to have relatively small pupil/parent interest, are not
conducive to intergration with, estabLished bussing schedules, and are not viable
answers to impaction.
School boundary realignment
This device has been used to accommodate growth in an immediately adjacent
attendance area. Where growth is scattered or substantially removed frown
school houses with room available, realignment is ineffective. Bouzidaty
realignment is not a viable permanent solution beyond that already accomplished
considering the gruorth rate of the several attendance areas in this District
and their close proximity to each other. A de -annexation of territory
(formation of a new district or transfer of territory to an existing neighboring
district) is not considered a political reality.
Year-ro-.md SchoolF
A year-round school program has the potential of increasing available classroom
space by 18% to 25% or more. District staff, Board members and the YRS CoMmittee
are continuing studies on the appropriateness of NTZS in LUSD and tc determine
those schools most suited for possible implementation of such a program in the
1983-1984 school year.
Long term class toad factors have been 27 pupils at grades K-3,
and 28 pupils at grades 4-8; however, it has h<:en necessary because of lack
of space, to load the classrooms at an average of 30 pupils per room.
Classloading is a contractual item with teachers.
Emergency classrooms- State lease Portables
Assembly Bill 8, signed by the Governor on July 24, 197/9, enacted
the Emergency Classroom Law of 1979. Under tl.is Law, Lodi Unified School
District has received thirty two (32) portables for use in 1981-1982 and will
receive 52 portables for use in 1982-1983. T"t.e!:e units are subject to recall
by the State of California should there be a greiter need elsewhere in the
State. These units can be used for regular classroom programs only and must be
loaded at the rate of 30 studens 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 lejses a number of trailers to house special education
programs. The capactiy of these c^iits is approximately 12 students and
the lease and se"up costs are two to three times the cost of the State rortables.
The District will attempt to phase out all trailers in favor of State lease
portables where possible. TT,.is will require moving special edu::ation classes
into regular classrooms and regular programs into the portables.
8.
Temporary Buildings
The District currently leases duplex units for classrooms in North Stockton.
A spot amendment to legislation was necessary to permit their use as
theeyy do not meet earthquake safety standards. The legislation expires in
1986. These units were also very costly to setup and rents far exceed the
cos: of State portables. However, they are self-contained sets. The District
also ?cases a store building for the ROP program.
Relocatable Units
Relocatables are herein defined as portable units owned by the District. Mmy
of these units are more than 15 years old; however, they have been quite
serviceable. As a matter of policy, all new schools are being designed
with a certain number 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
master plans gives the District bonus points which can be applied towards
additional square footage in permanent buildings.
DEVELOPMWr FEF-:
The Development Fee has become an important means for the provision of interim
housing solutions in the Lodi Unified School District, and will become
increasingly so as the District receives decre9sed State appropriations. Since
1978, the Lodi Unified School District has spent $1,150,670.00 to provi::e
interim housing (not including the $203,000 budgeted for the new portables).
In total $666,992.00 has been collected in Development Fees through .lune, 1982.
Consistent with the requirements of State law and the intent of local ordinances,
Development Fee revenue has been used to provide interim facilities in the
attendance area where it was collected. A detailed explanation and breakdown
of revenues and expenditures is in the Julie, 1982 report, "Allocation of
Development Fees."
The District can use development fees only for interim facilities which are
strictly defined in the State Goverrunent Code. Basically portables only.
1 Section 65980 of the State Goverpment Code states,
For the purposes of Section 65974, 'classroom and related facilities,' and ' elewntary or high
school facilities' mean 'interim facilities' as defined in this section and shall include no other
facilities.
"Interim facilities for the purposes of Section 65974 shall be limited to the following:
(a) Temporary classrooms not constru:ted with permanent foundations and defined as structures
containing one or more rooms, each of which is designed, intended, and equipped for use as a place for
formal instruction of pupils by a teacher in a school.
(b) Temporary classroom toilet facilities not constn�cted with permanent fc+undatians.
(c) Reasonable site preparation ami installation of temporary classrooms."
Although definitely of an interim nature, the mini and maxi schools are excluded by definiti.c n;
therefore, development fee revenue can not be used for the am nuai lease payments of =126,000.
a
During the time the development fees were impounded, the Lodi Unified School
District negotiated nine separate agreements with developers for direct
payment of fees to the District in -lieu of payment of the "bedroom tax" at the
time of the building permits. To date, no fees have been collected under
an agreement. The District is now contacting each developer during the
project planning and approval stage to request that they voluntarily enter
into an in -lieu agreement.
Fee$ and fiords collected by the District under the authority of an agreement
can be used for any school facilities serving the attendance area. The
School District is tentatively projecting 150 new units in the 1982-1983
school year with an average fee of $700/unit which will provide a projected
revenue of approximately $105,000.