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Home My WebLink AboutMinutes - June 26, 2001 SSCITY OF LODI INFORMAL INFORMATIONAL MEETING "SHIRTSLEEVE" SESSION CARNEGIE FORUM, 305 WEST PINE STREET TUESDAY, JUNE 26, 2001 An Informal Informational Meeting ("Shirtsleeve" Session) of the Lodi City Council was held Tuesday, June 26, 2001 commencing at 7:07 a.m. A. ROLL CALL Present: Council Members — Hitchcock, Howard, Land (left at 8:15 a.m.) and Mayor Nakanishi Absent: Council Members — Pennino Also Present: City Manager Flynn, City Attorney Hays, and Deputy City Clerk Taylor B. CITY COUNCIL CALENDAR UPDATE Deputy City Clerk Taylor reviewed the weekly calendar (filed). C. TOPIC(S) C-1 "Impact Fee Update" Public Works Director Prima reported that over the last several months City staff has worked with Harris & Associates to review and update the 1991 analysis and the proposed Development Impact Mitigation Fees required to fund public facilities projects. City Engineer Sandelin provided a brief summary of the revisions proposed (filed) and Mr. Prima reviewed proposed revisions to Sections 15.64.040 and 15.64.050 of the Lodi Municipal Code regarding Building and Construction fees (filed). Mr. Prima stated these steps were necessary in serving the demands from new development, in implementing and establishing the general plan, and in setting standards and developmental fees encompassing these projects. He reported that a public meeting, followed by meetings with local developers, resulted in builder acceptance of the proposed Impact Fee Update with minor revisions, noting that modifications to a few project descriptions and associated costs were agreed upon in the proposal (filed). Mr. Prima reported that this is the first update since the fees were adopted in 1991 and accounts for changes in capital improvement facility planning, redefinition of projects, completion of planned capital projects, and changes in construction costs. The proposed fees represent an increase of approximately 30% over those adopted in 1991. Staff recommends the collection of fees be deferred until projects are completed and properties sold, reducing the burden on builders who currently must pay 50% of fees up front. Mr. Prima stated that developers concur with the increase taking effect January 1, 2002 on new projects while excluding currently approved tentative subdivision and final maps. Further, developers support the recommended annual review and comparison of the Engineering News Record (ENR) construction cost index in considering fee adjustments, and the up to 2% designation of fees for implementation of the Art in Public Places Facilities Program. Mr. Prima explained that capital projects like transportation and general fund projects already incorporate public arts funding, and this inclusion allows for private development to participate. In response to Council Member Howard's concern that the public is aware of increased fees, Mr. Prima stated that while a public meeting was held for informational purposes, local developers are the individuals mainly effected by this update. Mr. Prima further stated that developers are kept apprised of updates and revisions by City staff and by their own review of the ENR construction cost index. At Mayor Nakanishi's request, Community Development Director Bartlam explained that the Impact Fee Schedule and proposed update directly correlate with the City's General Plan, and noted that when fees were implemented in 1991, proposed facilities were projected for completion in 2007. He stated the City has not grown as quickly as Continued June 26, 2001 anticipated and based on the past 10 years of growth history, projects are now being proposed for completion around 2015. He surmised that when the remaining 1,347 acres of vacant land within the General Plan are completely developed, the dollars would be available to complete the proposed projects in the update. At the request of Council Member Land, Mr. Prima explained that project fees are calculated taking into consideration the project's location (with regard to a new or established area), multi -use capabilities, and alternative funding. Mr. Prima stated DeBenedetti Park is a good example, as almost 78% of the land, turf, and irrigation costs were funded by storm drainage funds because the park contains a storm drain basin. Remaining costs for park services such as bathrooms, backstops, etc. are funded with Parks and Recreation fees. Mr. Flynn added that while Lodi has remained at a 2% growth policy, which limits the collection of fees, Woodbridge has experienced tremendous growth. This puts an increased demand on our recreation and library programs, but it would be unfair to ask Lodi residents to pay for all growth when other communities utilize our facilities. Mr. Prima addressed Council Member Hitchcock's concern that the City catch up on fees by using the ENR construction cost index as a comparison, stating that with Lodi's conservative estimates over the next 5 years, he and the developers are comfortable with the comparison index recommendation. Further, he noted while the index has gone up 34% over the last 10 years, the City's proposal is a more conservative increase of 30%. Note: Council Member Land left the meeting at 8:15 a.m. Comments By The Public Dennis Bennett, Bennett & Compton, 777 S. Ham Lane, Lodi, commended staff for their cooperative spirit and willingness to work with the development community. He stated that Mr. Flynn set an open dialogue and cooperative spirit early on, which carried through as the issues, needs, and concerns of the developers were addressed. City staff and developers worked through current and future projects, the issues and needs surrounding them, and the updates to the original 1991 Impact Fee Schedule. Mr. Bennett agreed with Mr. Bartlam's estimate of 2015 for building out the remaining undeveloped acreage, and stated that implementation of this plan, with the expectations and considerations made, should be adopted as proposed. Kevin Sharrar, Executive Director of the Building Industry Association (BIA) of the Delta, concurred with Mr. Bennett's comments on how important it was to be included in the beginning discussions, and how well City staff performed during the meetings. He stated that the BIA's concern is affordability, and reported that statistics indicate that wage earners in Lodi can afford only 38% of the homes available in the community. The 30% increase in fees could potentially further erode the affordability issue, but the BIA strongly supports establishing the proposed Development Impact Fees Update, which will serve to assist developers in long-term planning. D. COMMENTS BY THE PUBLIC ON NON -AGENDA ITEMS None. E. ADJOURNMENT No action was taken by the City Council. The meeting was adjourned at 8:50 a.m. ATTEST: Jacqueline L. Taylor Deputy City Clerk 2 Mayor's & Council Member's Weekly Calendar WEEK OF JUNE 26, 2001 Tuesday, June 26, 2001 7:00 a.m. Shirtsleeve Session 1. Impact Fee Update 6:00 p.m. Annual Celebration of United Way of San Joaquin, Brookside Country Club, Stockton. 6:00 p.m. Nakanishi. San Joaquin County Chapter American Red Cross 2001 Annual Dinner and Meeting, Alder Market, Stockton. Reception 6:00 p.m., Dinner 7:00 p.m., and Program 8:00 p.m. Wednesday, June 27, 2001 5:30 - 7:00 p.m. Nakanishi. Stockton Asparagus Festival Board of Director's "A Spear -It Celebration", Le Bistro, Stockton. 7:00 p.m. Special City Council meeting 1, Adopt the 2001-03 Operating and Capital Improvement Budgets for the fiscal year beginning July 1, 2001 and ending June 30, 2003, and further approving the 2001-03 Appropriation Spending Limit Thursday, June 28, 2001 5:00 - 7:00 p.m. Girl Scouts of Tierra del Oro 91" annual dessert extravaganza "Cookies 'N' breams", Children's Museum, Stockton. 5:30 - 7:00 p.m. Grand Opening and Ribbon Cutting, Brodie Jaynes Photography, 14 5. School Street. 6:00 p.m. ICVD LCC Executive Committee meeting, Hometown Buffet, Turlock. Friday, June 29, 2001 Saturday, June 30, 2001 Sunday, July 1, 2001 Monday, July 2, 2001 Disclaimer: This calendar contains only information that was provided to the City Clerk's office counc i l`.misc`.mcaln dr.doc SHIRTSLEEVE SESSION CITY OF LORI COUNCIL COMMUNICATION AGENDA TITLE: Impact Fee Update MEETING DATE: June 26, 2001 PREPARED BY: Public Works Director RECOMMENDED ACTION: For information only. BACKGROUND INFORMATION: Over the past several months, the City staff and Harris & Associates have updated the 1990 analysis (adopted November 5, 1991) of the public facilities improvement projects and the capital improvement costs required to serve the demands resulting from new development. The Development Impact Mitigation Fees required to fund these public facilities projects are presented in the attached report. One public meeting and two homebuilder meetings facilitated questions and answers that resulted in builder acceptance of the proposed Impact Fee Update with minor revisions. Modifications to a few project descriptions and associated costs were agreed upon and resulted in modestly lower fees than presented in the draft report. Proposed Revised Tables 2.1 and 2.2 are separately attached and present the revised fees. A copy of the Building Industry Association of the Delta letter of support is provided for your information. The current fees were prepared in 1990, adopted in 1991, and subsequently amended in 1993. This update is the first since initial adoption and accounts for changes in capital improvement facility planning, redefinition of projects, completion of planned capital projects, and changes in construction costs. Development impact fees are used to finance the design, construction, and administration of projects required to serve new development. In some cases, the entire project burden can be attributed to new development. Expansions of the water, sewer, storm drainage, and street facilities are common examples. Often, new development is responsible for a portion of a project's cost. Examples include highway interchange projects, new police building, aquatic center, and others. Up to 2% of the development impact fees shall be designated for implementation of the Art in Public Places Facilities Program. The proposed development impact fees represent an increase of approximately 28% to 30% over the fees adopted in 1991. The fee schedule presented in the Revised Table 2.1 reflects the results of our analysis that is referenced to the date of June 30, 1999. Revised Table 2.2 presents the proposed fee schedule with adjustments based upon the Engineering News Record (ENR) construction cost index for the period from June 30, 1999, to January 1, 2001. For the period from 1991 to 2001, the comparable ENR index has risen 34%. APPROVED: H. Dixon Flynn -- City Manager CUpdate 06/22/01 Impact Fees Update June 26, 2001 Page 2 At this time, staff is proposing to revise the Code to allow fees to be paid at the time of acceptance of public improvements by the City Council. This represents a deferral of four to nine months in the full payments of impact fees. Presently, we collect approximately 50% of the fees at the earlier of final subdivision map filing or approval of the Subdivision Improvement Agreement. We collect the remainder at acceptance of the public improvements. In addition, staff recommends changing the Code to implement annual adjustments on the anniversary of adoption each year based upon the ENR construction cost index. A copy of the ordinance with the revised text wording of the Code is attached for your information. At this time, staff is recommending that the current fees remain in effect for all projects with currently approved tentative subdivision maps and final maps approved by Council for filing until January 1, 2003. For vacant parcels, new fees are recommended to become effective January 1, 2002. FUNDING: Not applicable. 'l Aad� J WNL Richard C. Prima, Jr. Public Works Director Prepared by F. Wally Sandelin, City Engineer RCP/FWS/lm Attachments DEVELOPMENT IMPACT FEE UPDATE AS OF JANUARY 1, 2001 Prepared By: Harris & Associates Program Managers Construction Managers Civil Engineers CITY OF LODI DEVELOPMENT IMPACT FEE UPDATE TABLE OF CONTENTS (January 2001) Section for Development ..................... Exhibit "A' 1 INTRODUCTION.............................................................. Page 1 2 SUMMARY OF UPDATED IMPACT FEES ............................. Page 5 3 WATER SERVICE IMPACT FEES ....................................... Page 6 4 SEWER SERVICE IMPACT FEES ....................................... Page 8 5 STORM DRAINAGE IMPACT FEES ..................................... Page 10 6 STREETS AND ROADS IMPACT FEES ................................ Page 12 7 POLICE FACILITIES IMPACT FEES .................................... Page 14 8 FIRE FACILITIES IMPACT FEES ......................................... Page 16 9 PARKS AND RECREATION IMPACT FEES ........................... Page 18 10 GENERAL CITY FACILITIES IMPACT FEES .......................... Page 20 11 BY-PRODUCTS OF THE STUDY ......................................... Page 22 LIST OF EXHIBITS Growth Forecast vs. Remaining Acreage for Development ..................... Exhibit "A' Summary of Development Impact Fees—All Services ............................ Exhibit "B" Water Projects Summary and Costs ................................................... Exhibit "C" Summary of Development Impact Fees—Water .................................... Exhibit "D" Sewer Projects Summary and Costs ................................................... Exhibit "E" Summary of Development Impact Fees—Sewer .................................... Exhibit "F" Summary of Development Impact Fees—Storm Drainage ....................... Exhibit "H" Streets/Road/Traffic Projects Summary and Costs ................................ Exhibit "I" Summary of Development Impact Fees — Streets/Roads/Traffic............... Exhibit "J" Police Facilities Projects Summary and Costs ....................................... Exhibit "K" Summary of Development Impact Fees—Police Facilities ....................... Exhibit "L" Fire Facilities Projects Summary and Costs .......................................... Exhibit"M" Summary of Development Impact Fees—Fire Facilities .......................... Exhibit "N" Parks and Recreation Projects Summary and Costs .............................. Exhibit "O" Summary of Development Impact Fees—Parks and Recreation ............... Exhibit "P" General City Projects Summary and Costs .......................................... Exhibit "Q" Summary of Development Impact Fees—General City ........................... Exhibit "R" SECTION 1 INTRODUCTION Background The City of Lodi adopted the "Final Study, City of Lodi Development Impact Fee Study," prepared by Nolte and Associates and Angus McDonald Associates, in 1991. See Table 1.1 for a summary of the 1991 impact fees. The "Nolte Study," as it will be referred to in this report, established development impact fees pursuant to the requirements of AB 1600 (Government Code Section 66000 et. sec.) as a means to provide a comprehensive financing plan for various public infrastructure and facilities required to implement the City's General Plan. In 1993, the impact fees were adjusted (Resolution No. 93-26). See Table 1.2 for a summary of the 1993 impact fees. Although the fees were adjusted in 1993, the project cost estimates have not been updated since 1991. The impact fees have not been revised since 1993. Purpose of this Study The objective of this study is to update the development impact fee program presented in the Nolte Study to January 1, 2001, based upon methodology explained later in this report. The fees collected have been and will be used to finance the design, construction and inspection of Streets and Roads, Water, Sewer, Storm Drainage, Parks and Recreation, Police, Fire, and General City Facilities. Fees are imposed in such a manner that new development bears its related, fair -share costs of providing adequate infrastructure for the City. Planning Period The Nolte Study of 1991 used a planning horizon of 20 years (April 1987 to 2007), which was/is consistent with the City's approved General Plan. For the purposes of this fee update, the planning horizon has not been changed. However, based upon lower than anticipated growth rates, plus minimal General Plan Amendments since 1991, the effective period of the General Plan and this fee program is beyond 2007. Basis of Costs The 1991 Nolte Study based projected capital expenditure costs on estimates obtained from contractors, suppliers and similar projects, utilizing 1990 dollars. This study updates costs for capital projects by using 1999 updated unit costs based upon bid tabs, related projects, recent construction cost estimates, the ENR construction index, and/or information provided by City staff. Project Detail Sheets contain information on each project including projects referenced in the Nolte and new projects identified by the City. The 1993 impact fee adjustment did not include any update of the project cost estimates. Therefore, this study updates project costs from the original 1991 Nolte Study, which utilized 1990 dollar cost estimates. The primary basis of this report is based on project cost information through June 30, 1999. The project cost estimates are based on 1999 dollars and the fund balances in each infrastructure fund provided by the City are as of June 30, 1999. The impact fees have been updated with an ENR construction cost index to provide impact fees as of January 1, 2001, as described in Section 2, "Summary of Updated Fees". Completed/Partially Completed Projects As part of the fee update it was important to identify those projects referenced in the Nolte Study which have been completed or portions of projects completed utilizing development impact fees collected since 1991. In particular, projects partially completed and projects not yet started form the basis for the projected capital costs that become part of the formula/equation for determination of the updated development fees. Development Forecast/Remaining Acreage for Development The Nolte Study provided a forecast of the timing and rate at which the City was projected to develop. This information was consistent with the City's General Plan and Growth Management Ordinance. This information is necessary in order to calculate a valid development impact fee in that it serves two purposes: • It provides the basis for determining when required infrastructure must be completed to maintain the standard level of service It assists in forecasting cash flow. Development in any one year determines the amount of impact fee dollars available to fund eligible projects. This report updates the development forecast and shows the extent of development which has occurred by reflecting the amount of acreage (identified by each land use designation) remaining to be developed. This, in effect, represents a forecast of future development based upon current expectations. See Exhibit "A." Residential Acre Equivalents The common denominator used for applying development impact fees to property is Residential Acre Equivalents (RAE's) that would be developed within each land use designation for each category of public improvement. An RAE measures the amount of use/burden a particular land use places on a category of public improvements relative to the use/burden placed on those improvements by an acre of low density single family dwellings. This study utilizes the same RAE factors used in the Nolte Study (with the exception of the change in commercial categories adjusted in 1992), and these are shown on Exhibit "B". Development Impact Fee Formula/Methodology The philosophy of the City's development impact fee program is to annually adjust fees so that the program is a "pay-as-you-go" system. The cash (fund) balances in each of the fee categories (called IMF funds) is recorded and tracked separately. At the end of the program, the balance in each of the eight (8) IMF funds should be zero. Short term transfers or loans between funds may be required as long as the fund balance in the overall fund remains positive. Development impact fees have been updated to reflect actual costs incurred, refinement in scope of projects, additions of projects and inflation. The formula used to determine the required fee needed to pay for these adjusted costs is calculated as follows: Total project cost (proposed/remaining projects) -Less IMF Fund Balance =Remaining fees required The new fee per RAE for each public improvement category is then determined by dividing the remaining fees required by the remaining RAE's within each land use category. Existing Deficiencies In accordance with AB 1600, projects earmarked to correct existing deficiencies in any infrastructure system or facility are not eligible for use of development impact fees. Therefore, such projects are not included in this study. AB 1600 Requirements & Findings AB 1600 Findings must be made with respect to the projects included in the fee update and a determination has to be made that there is a reasonable relationship between the requirement for the projects and the development as well as the amount and use of the fees. Those projects included in the Nolte Study which have either not been initiated or are partially complete have met the requirements of AB 1600 via inclusion of appropriate findings in that report. AB 1600 requires that the City make findings with regard to any unexpended or uncommitted fees held five or more years after deposit. Projects that have been added since that date, and projects that have been substantially modified, have been reviewed with City staff prior to inclusion in this report to determine compliance with AB 1600. This evaluation has disclosed the following findings: • There is a reasonable relationship between the requirement for the particular infrastructure impact fee and the new development proposed in the City. The required fee is necessary to provide facilities to serve the residential and commercial development in accordance with the City's General Plan. • The fees collected are used to acquire land and to design, manage and construct improvements to serve property in the City attributed to new (not existing) development. • All development creates demand on the City system of infrastructure. The type of development proposed in the City (primarily low-density residential, commercial and industrial) creates the need for types of infrastructure envisioned in this study. Therefore, fees are collected to acquire land and to design, manage and construct these facilities to accommodate the growth without negative impact on existing uses. • There is a reasonable relationship between the need for the proposed infrastructure and the type of development. Increases in the growth of residential, commercial and industrial land uses increases the need for more or expanded infrastructure/facilities. Thus, the establishment of fees to pay for the increased infrastructure capacity related to new development. • There exists a reasonable relationship between the amount of the fee and the cost of the proposed new infrastructure projects. See the above -referenced formula for 3 updating the fees. The amount of the fees for each type of infrastructure is adjusted, and should be adjusted annually, until all infrastructure required is built. When these are completed, the fund balance(s) will be zero. 4 TABLE 1.1 SUMMARY OF 1991 DEVELOPMENT IMPACT FEES ALL SERVICES (PER ACRE) Land Use Categories Water Sewer Storm Drainage Streets & Roads I Police Fire Parks & Rec I General Total RESIDENTIAL Low Density $ 5,710 $ 1,090 $ 7,910 $ 5,470 $ 1,110 $ 520 $ 11,980 $ 6,380 $ 40,170 Medium Density $ 11,190 $ 2,140 $ 7,910 $ 10,720 $ 1,960 $ 1,020 $ 17,130 $ 9,120 $ 61,190 High Density $ 19,930 $ 3,800 $ 7,910 $ 16,680 $ 5,240 $ 2,250 $ 33,540 $17,860 $107,210 East Side Residential $ 5,710 $ 1,090 $ 7,910 $ 5,470 $ 1,210 $ 570 $ 13,180 $ 7,020 $ 42,160 PLANNED RESIDENTIAL Low Density $ 5,710 $ 1,090 $ 7,910 $ 5,470 $ 1,110 $ 520 $ 11,980 $ 6,380 $ 40,170 Medium Density $ 11,190 $ 2,140 $ 7,910 $ 10,720 $ 1,960 $ 1,020 $ 17,130 $ 9,120 $ 61,190 High Density $ 19,930 $ 3,800 $ 7,910 $ 16,680 $ 5,240 $ 2,250 $ 33,540 $17,860 $107,210 COMMERCIAL Neighborhood Commercial $ 3,650 $ 1,020 $ 10,520 $ 10,390 $ 4,750 $ 1,440 $ 3,830 $ 5,680 $ 41,280 General Commercial $ 3,650 $ 1,020 $ 10,520 $ 20,900 $ 2,870 $ 1,000 $ 3,830 $ 5,680 $ 49,470 Downtown Commercial $ 3,650 $ 1,020 $ 10,520 $ 10,390 $ 4,750 $ 1,440 $ 3,830 $ 5,680 $ 41,280 Office Commercial $ 3,650 $ 1,020 $ 10,520 $ 17,890 $ 4,130 $ 1,280 $ 6,470 $ 9,760 $ 54,720 INDUSTRIAL Light Industrial $ 1,480 $ 460 $ 10,520 $ 10,940 $ 330 $ 330 $ 2,760 $ 4,080 $ 30,900 Heavy Industrial $ 1,480 $ 460 $ 10,520 $ 6,950 $ 210 $ 320 $ 3,950 $ 5,930 $ 29,820 Source: Nolte & Associates and Angus McDonald & Associates TABLE 1.2 SUMMARY OF 1993 DEVELOPMENT IMPACT FEES ALL SERVICES (PER ACRE) Land Use Categories Water I Sewer Storm I Drainage Streets I & Roads I I Police Fire I Parks & Rec I General Total RESIDENTIAL Low Density $ 5,690 $ 1,060 $ 7,630 $ 5,440 $ 1,130 $ 540 $ 11,830 $ 6,830 $ 40,150 Medium Density $ 11,150 $ 2,080 $ 7,630 $ 10,660 $ 2,000 $ 1,060 $ 16,920 $ 9,770 $ 61,270 High Density $ 19,860 $ 3,700 $ 7,630 $ 16,590 $ 5,330 $ 2,330 $ 33,120 $19,120 $107,680 East Side Residential $ 5,690 $ 1,060 $ 7,630 $ 5,440 $ 1,230 $ 590 $ 13,010 $ 7,510 $ 42,160 PLANNED RESIDENTIAL Low Density $ 5,690 $ 1,060 $ 7,630 $ 5,440 $ 1,130 $ 540 $ 11,830 $ 6,830 $ 40,150 Medium Density $ 11,150 $ 2,080 $ 7,630 $ 10,660 $ 2,000 $ 1,060 $ 16,920 $ 9,770 $ 61,270 High Density $ 19,860 $ 3,700 $ 7,630 $ 16,590 $ 5,330 $ 2,330 $ 33,120 $19,120 $107,680 COMMERCIAL Retail Commercial $ 3,640 $ 1,000 $ 10,150 $ 11,320 $ 4,660 $ 1,450 $ 3,790 $ 6,080 $ 42,090 Office Commercial $ 3,640 $ 1,000 $ 10,150 $ 17,790 $ 4,200 $ 1,330 $ 6,390 $10,450 $ 54,950 INDUSTRIAL Light Industrial $ 1,480 $ 450 $ 10,150 $ 10,880 $ 340 $ 350 $ 2,720 $ 4,370 $ 30,740 Heavy Industrial $ 1,480 $ 450 $ 10,150 $ 6,910 $ 210 $ 330 $ 3,900 $ 6,350 $ 29,780 Source: LMC Chapter 15.64 and Resolution 93-26 SECTION 2 SUMMARY OF UPDATED FEES The summary of updated development impact fees is shown in Table 2,1 (for June 30, 1999 fees) and Table 2.2 (for January 1, 2001 fees). Exhibit "B," entitled "Summary of Development Impact Fees/All Services/June 30, 1999" provides more detail. Table 2.1 and Exhibit "B" delineate the updated fees for June 30, 1999 for each of the eight (8) improvement categories as well as for each land use designation. In addition, a "total fee" is shown for each land use designation. The methodology used is described in Section 1 and the calculations for fees for each of the improvement categories are reflected in Sections 3 through 10 of this report. Table 2.2, "Summary of January 1, 2001 Development Impact Fees" are the current impact fees being adopted. They are based on an ENR Construction Index adjustment to Table 2.1, "Summary of June 30, 1999 Development Impact Fees". The ENR factors used are 6076 for June 30, 1999 and 6281 for January 1, 2001, an increase of approximately 3.4% from June 1999 to January 2001. Using low density residential land use as the baseline with a RAE of 1.00, the fees have increased from $40,160 per acre to $53,218 per acre. This is an increase of 33%. It should be noted that the ENR Construction Cost Index has increased about 34% from June 1990 to January 2001. See Tables 1.1, 1.2, 2.1 and 2.2 for a detailed comparison of the initial development impact fees and the updated fees. Assuming a density of 5 units per acre, the fee equates to $10,643 per single family low density unit. Other increases applicable to the different land use categories vary based upon their particular RAE factor and/or estimated project cost. While this appears to be a substantial increase in development fees, it should be kept in mind that, with the exception of a very minor increase in 1993, annual adjustments have not been made over time. This fee update essentially covers a period of nine (9) fiscal years from FY91-92 to FY99-00, and incorporates appropriate inflation of costs over that time frame. Sections 3 through 10 of this study address the individual categories of impact fees, reflect those updated costs and phasing for projects, and provide the methodology and calculations for arriving at updated fees. TABLE 2.1 SUMMARY OF June 30, 1999 DEVELOPMENT IMPACT FEES ALL SERVICES (PER ACRE) Land Use Categories Water Sewer Storm Drainage Streets & Roads Police Fire Parks & Rec General Total RESIDENTIAL Low Density $3,790 $485 $10,908 $7,617 $1,490 $1,609 $19,562 $6,018 $ 51,481 Medium Density $7,428 $951 $10,908 $14,930 $2,638 $3,155 $27,974 $8,606 $ 76,589 High Density $13,227 $1,693 $10,908 $23,233 $7,033 $6,953 $54,774 $16,851 $ 134,673 PLANNED RESIDENTIAL Low Density $3,790 $485 $10,908 $7,617 $1,490 $1,609 $19,562 $6,018 $ 51,481 Medium Density $7,428 $951 $10,908 $14,930 $2,638 $3,155 $27,974 $8,606 $ 76,589 High Density $13,227 $1,693 $10,908 $23,233 $7,033 $6,953 $54,774 $16,851 $ 134,673 COMMERCIAL Retail Commercial $2,425 $456 $14,508 $15,844 $6,139 $4,330 $6,260 $5,356 $ 55,318 Office Commercial $2,425 $456 $14,508 $24,909 $5,543 $3,959 $10,564 $9,208 $ 71,572 INDUSTRIAL Light Industrial $985 $204 $14,508 $15,235 $447 $1,030 $4,499 $3,852 $ 40,760 -Heavy Industrial $985 $204 $14,508 $9,674 $283 $982 $6,456 $5,597 $ 38,688 TABLE 2.2 (See Note 1) Summary of January 1, 2001 Development Impact Fees All Services (per acre) Land Use Cate ories -7Water I Sewer Storm I Drainage I Streets & Roads I Police I Fire I Parks & Rec I General I Total RESIDENTIAL Low Density $ 3,918 $ 501 $ 11,276 $ 7,874 $ 1,540 $ 1,664 $ 20,222 $ 6,221 $ 53,218 Medium Density $ 7,679 $ 983 $ 11,276 $ 15,434 $ 2,727 $ 3,261 $ 28,918 $ 8,897 $ 79,173 High Density $ 13,673 $ 1,750 $ 11,276 $ 24,017 $ 7,271 $ 7,188 $ 56,622 $ 17,420 $139,216 PLANNED RESIDENTIAL Low Density $ 3,918 $ 501 $ 11,276 $ 7,874 $ 1,540 $ 1,664 $ 20,222 $ 6,221 $ 53,218 Medium Density $ 7,679 $ 983 $ 11,276 $ 15,434 $ 2,727 $ 3,261 $ 28,918 $ 8,897 $ '79,173 High Density $ 13,673 $ 1,750 $ 11,276 $ 24,017 $ 7,271 $ 7,188 $ 56,622 $ 17,420 $ 139,216 COMMERCIAL Retail Commercial $ 2,507 $ 471 $ 14,997 $ 16,379 $ 6,347 $ 4,476 $ 6,471 $ 5,537 $ 57,185 Office Commercial $ 2,507 $ 471 $ 14,997 $ 25,749 $ 5,730 $ 4,093 $ 10,920 $ 9,519 $ 73,987 INDUSTRIAL Light Industrial $ 1,019 $ 211 $ 14,997 $ 15,749 $ 462 $ 1,065 $ 4,651 $ 3,982 $ 42,135 Heavy Industrial $ 1,019 $ 211 $ 14,997 $ 10,000 $ 293 $ 1,015 $ 6,673 $ 5,786 $ 39,994 Note 1: Table 2.1, "Summary of June 30, 1999 Development Impact Fees All Services," has been updated based upon the construction cost indexes below. ENR Adjustment July 1999 ENR Cost Index 6076 January 2001 ENR Cost Index 6281 SECTION 3 WATER SERVICE Overview Water service to Lodi residents is provided by the City. Major components of the water system include wells, distribution pipes, and water storage tanks. The following section describes the City's water policies as they relate to development impact fees, the methodology for calculating the updated fee, phasing and costs for water facilities to be funded by impact fees and the recommended fees for each land use (by land use designation) benefiting from the water projects. Water Policies The City's "Water Main Extension Policy" provides that applicants are reimbursed a portion of the construction cost of oversized mains and major crossings. For oversized mains, this policy applies to water mains larger than 8 inches in diameter. However, for major crossings, the City reimburses one half the cost of construction. Major crossings are identified in Ordinance 1527. Included in the cost calculations for the Nolte Study and this fee update are costs associated with "New Development Share of Existing Facilities". In the case of Water Facilities, future development is responsible for a residual share of 20 percent of the 1999 adjusted cost for the elevated storage tank project. The resulting dollar amount of construction cost is allocated to future development and becomes part of the total project costs upon which updated fees are based. Project Summaries and Estimated Costs Exhibit "C" is a summary of the water projects and estimated costs for which updated fees are established. As mentioned earlier, estimated costs are based upon suggested unit costs, or the ENR construction index, which have been reviewed and approved by City staff. Relationship of Water Projects to New Development and Land Uses A reasonable relationship must be established between 1) the fee's use and 2) the type of development on which the fee is imposed. To establish such a relationship, it must be shown that the type of development to be charged the fee actually uses, is served by or benefits from the public improvements financed by the fee revenue. The City ensures that all water facility improvements will primarily benefit the residential, commercial and industrial land uses within the General Plan Area. All water projects to be financed from impact fees will provide the same level of service to the General Plan Area as currently provided to the existing community. On the basis that all land uses will benefit from the facilities to be constructed, the burden of financing will be distributed to each land use in proportion to their use of, or benefit from the improvements. The methodology to accomplish this is through the use D of a Residential Acre Equivalent (RAE). The RAE schedule reflects the relative responsibility to pay for improvements for each land use designation in relation to the demand created by one acre of a single family detached residential unit. The RAE schedule presents the relationship between the level of service provided by the facilities, the demand for facilities by land use type and the financing burden placed on each land use. Method of Cost Allocation/Fee Determination As of June 30, 1999, the total cost of all water projects is estimated to be $7,845,702. Therefore, the calculation of the updated fee is determined as follows: Total project costs $7,845,702 Less Fund Balance* _(1,489,835) Remaining Water Fees Required $6,355,867 *Fund Balance includes earned interest. The remaining fees required must be collected from the remaining residential, commercial and industrial RAE's. Therefore, the new fee for each land use is calculated as follows: Water Fee = Land Use RAE Factor (by land use) x Remaining Water Fees Required (by land use) Cumulative Sum of Each Land Use Acreage x Each RAE Factor Recommended Fee Update A summary of the updated water fees for each land use designation benefiting from the projects is provided in Exhibit "D." 7 SECTION 4 SEWER SERVICE Overview The City of Lodi provides sewerage service to its residents. Facilities owned and operated by the City include a city-wide collection system, sewer trunks to the treatment plant and the White Slough Water Pollution Control Facility. Sewer Reimbursement Policy Developers typically are required to construct sewer lines with greater capacity than required for their particular projects in order to provide service to expanding areas of the City. Since it is unlikely that the City would require payment in advance of sewer capacity, the City usually pays for the oversizing of sewer trunks. The City's Sewer Trunk Extension Policy provides that applicants are reimbursed for a portion of the oversizing costs. Reimbursement under this policy applies to trunk sewers larger than 10 inches in diameter. Reimbursable costs include construction, materials, engineering and administration. Project Summaries and Estimated Costs Exhibit "E" is a summary of the sewer projects and estimated costs for which updated fees are established. As mentioned earlier, estimated costs are based upon suggested unit costs, or the ENR construction index, which have been reviewed and approved by City staff. Separate supplemental fees are collected for projects related to the Cluff Avenue Lift Station Service Area, the Harney Lane Lift Station Service Area and the Kettleman Lane Lift Station Service Area. They are not subjects of this study and do not appear in Exhibit E. The City also collects a wastewater capacity fee with building permits. This fee is based on estimated wastewater generation for various land use types and is used to fund added treatment capacity. This fee is not included in this study. Relationship of Sewer Projects to New Development and Land Uses A reasonable relationship must be established between 1) the fee's use and 2) the type of development on which the fee is imposed. To establish such a relationship, it must be shown that the type of development to be charged the fee actually uses, is served by or benefits from the public improvements financed by the fee revenue. The City ensures that all sewer facility improvements will primarily benefit the residential, commercial and industrial land uses within the General Plan Area. All sewer projects to be financed from impact fees will provide the same level of service to the General Plan Area as currently provided to the existing community. On the basis that all land uses will benefit from the facilities to be constructed, the burden of financing will be distributed to each land use in proportion to their use of, or benefit from the improvements. The methodology to accomplish this is through the use of a Residential Acre Equivalent (RAE). The RAE schedule reflects the relative responsibility to pay for improvements for each land use designation in relation to the 9 demand of a single family detached residential unit. The RAE schedule shows a reasonable relationship between the cost of the required sewer projects and the financing burden placed on each land use. Method of Cost Allocation/Fee Determination As of June 30, 1999, the total cost of all sewer projects is estimated to be $872,000. Therefore, the calculation of the updated fee is determined as follows: Total project costs $872,000 Less Fund Balance* +11 152 (negative balance) Remaining Sewer Fees Required $883,152 *Negative Fund Balance provided by the City's Finance Department. The remaining fees required must be collected from the remaining residential, commercial and industrial RAE'S. Therefore, the new fee for each land use is calculated as follows: Sewer Fee = Land Use RAE Factor (by land use) x Remaining Sewer Fees Required (by land use) Cumulative Sum of Each Land Use Acreage x Each RAE Factor Recommended Fee Update A summary of the updated sewer impact fees for each land use designation is included in Exhibit "F." E SECTION 5 STORM DRAINAGE Overview Storm drainage services are provided by the City. Facilities in the system include the collection system, runoff storage/detention facilities and pumping plants. Terminal drainage is provided by the Mokelumne River and the Woodbridge Irrigation District (WID) Canal. Project Summaries and Estimated Costs Exhibit "G" is a summary of the storm drainage projects and estimated costs for which updated fees are established. As mentioned earlier, estimated costs are based upon suggested unit costs, or the ENR construction index, which have been reviewed and approved by City staff. Relationship of Storm Drainage Projects to New Development and Land Uses A reasonable relationship must be established between 1) the fee's use and 2) the type of development on which the fee is imposed. To establish such a relationship, it must be shown that the type of development to be charged the fee actually uses, is served by or benefits from the public improvements financed by the fee revenue. The City ensures that all storm drainage facility improvements will primarily benefit the residential, commercial and industrial land uses within the General Plan Area. All storm drainage projects to be financed from impact fees will provide the same level of service to the General Plan Area as currently provided to the existing community. Included in the cost calculations for this fee update are costs associated with "New Development Share of Existing Facilities." In the case of Storm Drainage Facilities, future development is responsible for a residual share of 65 percent of the 1991 Reimbursement Agreement for the G -basin land costs. The resulting dollar amount of land cost is allocated to future development and becomes part of the total project costs upon which updated fees are based. On the basis that all land uses will benefit from the facilities to be constructed, the burden of financing will be distributed to each land use in proportion to their use of, or benefit from the improvements. The methodology to accomplish this is through the use of a Residential Acre Equivalent (RAE). The RAE schedule reflects the relative responsibility to pay for improvements for each land use designation in relation to single family detached residential designation. The RAE schedule shows a reasonable relationship between the cost of the required storm drainage projects and the financing burden placed on each land use. Method of Cost Allocation/Fee Determination As of June 30, 1999, the total cost of all storm drainage projects is estimated to be $17,716,100. Therefore, the calculation of the updated fee is determined as follows: 10 Total project costs $17,716,100 Less Fund Balance* (1,331,113) Remaining Storm Drain Fees Required $16,384,987 *Fund Balance includes earned interest. The remaining fees required must be collected from the remaining residential, commercial and industrial RAE's. Therefore, the new fee for each land use is calculated as follows: Storm Drainage Fee = Land Use RAE Factor(by land use)x Remaining Sewer Fees Required (by land use) Cumulative Sum of Each Land Use Acreage x Each RAE Factor Recommended Fee Update Exhibit "H" provides a summary of the updated Storm Drainage impact fee. 11 SECTION 6 STREETS AND ROADS Overview Development and growth will expand the City and generate additional traffic. As a consequence, new streets will be required and existing streets will need to be improved. To the extent possible, the City's philosophy is that new development must shoulder the responsibility to provide streets and roads to adequately serve their projects or improve existing roads to improve or expand capacity resulting from the development. Developer Obligation for Improvements Developers are required to dedicate right of way and build streets to serve their projects in accordance with City engineering and design standards. In cases where development occurs on one side of a major collector street, the developer is typically required to construct one half of the street. In cases where development occurs along a street having a greater designated capacity than a major collector, the development impact fee fund and/or other funds are used to construct the more extensive improvements. Street, Road and Freeway Improvements The listing of proposed street and road improvement projects included in the development impact fee program is shown in Exhibit "I". In addition, costs for new or modified traffic signal facilities, which are to be paid with impact fee funds, are included. At locations where minimum Caltrans signal warrants have already been met, 50 percent of the facility cost is allocated to the impact fee fund. Work on freeway interchanges for Kettleman Lane/SR 99 and Turner Road/SR 99 and associated realignment of Beckman Road will be funded partially by Measure K Funds. As mentioned in the Nolte Study, it is assumed that 30 percent of the interchange costs will come from sources other that the development impact fee program. Project Summaries and Estimated Costs Exhibit "I" is a summary of the streets and roads projects and estimated costs for which updated fees are established. As mentioned earlier, estimated costs are based upon suggested unit costs, and the ENR construction index, which have been reviewed and approved by City staff. Relationship of Streets and Roads Projects to New Development and Land Uses A reasonable relationship must be established between 1) the fee's use and 2) the type of development on which the fee is imposed. To establish such a relationship, it must be shown that the type of development to be charged the fee actually uses, is served by or benefits from the public improvements financed by the fee revenue. The City ensures that all streets and road improvements will primarily benefit the residential, commercial and industrial land uses with;;i the General Plan Area. All streets 12 and roads projects to be financed from impact fees will provide the same level of service to the General Plan Area as currently provided to the existing community. On the basis that all land uses will benefit from the facilities to be constructed, the burden of financing will be distributed to each land use in proportion to their use of, or benefit from the improvements. The methodology to accomplish this is through the use of a Residential Acre Equivalent (RAE). The RAE schedule reflects the relative responsibility to pay for improvements for each land use designation in relation to single family detached residential designation. The RAE schedule shows a reasonable relationship between the cost of the required streets and road projects and the financing burden placed on each land use. Method of Cost Allocation/Fee Determination As of June 30, 1999, the total cost of all street and road facility projects is estimated to be $18,409,500. Therefore, the calculation of the updated fee is determined as follows: Total project costs $19,210,500 Less Fund Balance` (1,937,111)`* Remaining Streets Fees Required $17,273,389 *Fund Balance includes earned interest. "*This is a combination of Streets -Local and Streets -Regional Funds. The remaining fees required must be collected from the remaining residential, commercial and industrial RAE's. Therefore, the new fee for each land use is calculated as follows: Streets Fee = Land Use RAE Factor(by land use) x Remaining Streets Fees Required (by land use) Cumulative Sum of Each Land Use Acreage x Each RAE Factor Recommended Fee Update The Streets and Roads Facilities Impact Fee is shown on Exhibit "J." 13 SECTION 7 POLICE Overview Police facilities to serve the build -out of the General Plan have been identified by the City staff and Police Department. Specific locations and alternatives such as renovation and expansion are being considered. Major new police facility expansions planned by the City but costs included in this program are prorated based upon the service demands of the current General Plan to the Year 2007. Project Summaries and Estimated Costs Exhibit "K" is a summary of the police facilities projects and estimated costs for which updated fees are established. As mentioned earlier, estimated costs are based upon suggested unit costs, and the ENR construction index, which have been reviewed and approved by City staff. Relationship of Police Facilities Projects to New Development and Land Uses A reasonable relationship must be established between 1) the fee's use and 2) the type of development on which the fee is imposed. To establish such a relationship, it must be shown that the type of development to be charged the fee actually uses, is served by or benefits from the public improvements financed by the fee revenue. The City ensures that all police facility improvements will primarily benefit the residential, commercial and industrial land uses within the General Plan Area. All police facility projects to be financed from impact fees will provide the same level of service to the General Plan Area as currently provided to the existing community. On the basis that all land uses will benefit from the facilities to be constructed, the burden of financing will be distributed to each land use in proportion to their use of, or benefit from the improvements. The methodology to accomplish this is through the use of a Residential Acre Equivalent (RAE). The RAE schedule reflects the relative responsibility to pay for improvements for each land use designation in relation to single family detached residential designation. The RAE schedule shows a reasonable relationship between the cost of the required police facility projects and the financing burden placed on each land use. Method of Cost Allocation/Fee Determination As of June 30, 1999, the total cost of all police facility projects is estimated to be $3,643,000. Therefore, the calculation of the updated fee is determined as follows: Total project costs $3,643,000 Less Fund Balance* (184,223) Remaining Police Fees Required $3,458,777 "Fund Balance includes earned interest. 14 The remaining fees required must be collected from the remaining residential, commercial and industrial RAE's. Therefore, the new fee for each land use is calculated as follows: Police Fee = Land Use RAE Factor (by land use) x Remaining Police Fees Required (by land use) Cumulative Sum of Each Land Use Acreage x Each RAE Factor Recommended Fee Update The updated fees for funding police facilities improvements are shown on Exhibit °L." 15 SECTION 8 FIRE Overview As identified in the Nolte Study, virtually no major deficiencies exist in current Fire Department facilities. Therefore, proposed projects have a direct relationship to growth/development in the community. As a result of this situation, fees are based solely on costs for new capital expenditures. Fire facilities to serve the build -out of the General Plan were identified in the Fire Station Master Plan and by City staff during the preparation of this report. Project Summaries and Estimated Costs Exhibit "M" is a summary of the fire facilities projects and estimated costs for which updated fees are established. As mentioned earlier, estimated costs are based upon suggested unit costs, or the ENR construction index, which have been reviewed and approved by City staff. Relationship of Fire Facilities Projects to New Development and Land Uses A reasonable relationship must be established between 1) the fee's use and 2) the type of development on which the fee is imposed. To establish such a relationship, it must be shown that the type of development to be charged the fee actually uses, is served by or benefits from the public improvements financed by the fee revenue. The City ensures that all fire facilities improvements will primarily benefit the residential, commercial and industrial land uses within the General Plan Area. All fire facilities projects to be financed from impact fees will provide the same level of service to the General Plan Area as currently provided to the existing community. On the basis that all land uses will benefit from the facilities to be constructed, the burden of financing will be distributed to each land use in proportion to their use of, or benefit from the improvements. The methodology to accomplish this is through the use of a Residential Acre Equivalent (RAE). The RAE schedule reflects the relative responsibility to pay for improvements for each land use designation in relation to single family detached residential designation. The RAE schedule shows a reasonable relationship between the cost of the required fire facilities projects and the financing burden placed on each land use. Method of Cost Allocation/Fee Determination As of June 30, 1999, the total cost of all fire facility projects is estimated to be $3,820,000. Therefore, the calculation of the updated fee is determined as follows: Total project costs $3,820,000 Less Fund Balance' (244,230) Remaining Fire Fees Required $3,575,770 "Fund Balance includes earned interest. 16 The remaining fees required must be collected from the remaining residential, commercial and industrial RAE's. Therefore, the new fee for each land use is calculated as follows: Fire Fee = Land Use RAE Factor(by land use) x Remaining Fire Fees Required (by land use) Cumulative Sum of Each Land Use Acreage x Each RAE Factor Recommended Fee Update The updated fees for funding fire facilities improvements are shown on Exhibit "N." 17 SECTION 9 PARKS AND RECREATION Overview The City has adopted standards of 3.4 acres of parks per 1,000 persons served and 1,800 square feet of community center space per 1,000 persons served. Projects proposed vary somewhat from those listed in the Nolte Study and are consistent with the projects identified in the "City of Lodi Park, Recreation and Open Space Plan," adopted by the City Council in January, 1994. Projects listed for completion are those directly attributed to new growth. Project Summaries and Estimated Costs Exhibit "O" is a summary of the park and recreation facilities projects and estimated costs for which updated fees are established. As mentioned earlier, estimated costs are based upon suggested unit costs, or the ENR construction index, which have been reviewed and approved by City staff. Relationship of Parks/Recreation Projects to New Development and Land Uses A reasonable relationship must be established between 1) the fee's use and 2) the type of development on which the fee is imposed. To establish such a relationship, it must be shown that the type of development to be charged the fee actually uses, is served by or benefits from the public improvements financed by the fee revenue. The City ensures that all parks and recreation improvements will primarily benefit the residential, commercial and industrial land uses within the General Plan Area. All parks and recreation projects to be financed from impact fees will provide the same level of service to the General Plan Area as currently provided to the existing community. On the basis that all land uses will benefit from the facilities to be constructed, the burden of financing will be distributed to each land use in proportion to their use of, or benefit from the improvements. The methodology to accomplish this is through the use of a Residential Acre Equivalent (RAE). The RAE schedule reflects the relative responsibility to pay for improvements for each land use designation in relation to single family detached residential designation. The RAE schedule shows a reasonable relationship between the cost of the required parks and recreation projects and the financing burden placed on each land use. Method of Cost Allocation/Fee Determination As of June 30, 1999, the total cost of all parks and recreation facility projects is estimated to be $31,264,000. Therefore, the calculation of the updated fee is determined as follows: Total project costs $31,264,000 Less Fund Balance* (2,689,778) Remaining Park/Rec Fees Required $28,574,222 *Fund Balance includes earned interest. ID] The remaining fees required must be collected from the remaining residential, commercial and industrial RAE's. Therefore, the new fee for each land use is calculated as follows: Park/Rec Fee = Land Use RAE Factor(by land use) x Remaining Park/Rec Fees Required (by land use) Cumulative Sum of Each Land Use Acreage x Each RAE Factor Recommended Fee Update The updated fees for park and recreation facilities/improvements are shown on Exhibit IIP.11 19 SECTION 10 GENERAL CITY FACILITIES Overview The method used to determine the appropriate impact fees for General City Facilities has been based upon the number of full-time equivalent employees per 1,000 population and a building space standard presented in the Nolte Study. These standards are applied to the amount and type of growth and development that is forecast. The resulting demand for new building space and other capital facilities to serve the demand has been completed as the General City Facilities capital expenditure program. Project Summaries and Estimated Costs A summary of the projects and costs funded by this portion of the impact fee program is provided in Exhibit "Q." Relationship of General City Facilities Projects to New Development and Land Uses A reasonable relationship must be established between 1) the fee's use and 2) the type of development on which the fee is imposed. To establish such a relationship, it must be shown that the type of development to be charged the fee actually uses, is served by or benefits from the public improvements financed by the fee revenue. The City ensures that all general city facilities improvements will primarily benefit the residential, commercial and industrial land uses within the General Plan Area. All general city projects to be financed from impact fees will provide the same level of service to the General Plan Area as currently provided to the existing community. On the basis that all land uses will benefit from the facilities to be constructed, the burden of financing will be distributed to each land use in proportion to their use of, or benefit from the improvements. The methodology to accomplish this is through the use of a Residential Acre Equivalent (RAE). The RAE schedule reflects the relative responsibility to pay for improvements for each land use designation in relation to single family detached residential designation. The RAE schedule shows a reasonable relationship between the cost of the required general city facilities projects and the financing burden placed on each land use. Method of Cost Allocation/Fee Determination As of June 30, 1999, the total cost of all general city facility projects is estimated to be $11,767,000. Therefore, the calculation of the updated fee is determined as follows: Total project costs $11,767,000 Less Fund Balance" 1,346.422) Remaining Gen. City Fees Required $10,420,578 "Fund Balance includes earned interest. 20 The remaining fees required must be collected from the remaining residential, commercial and industrial RAE's. Therefore, the new fee for each land use is calculated as follows: Gen. City Fee = Land Use RAE Factor (by and use) x Remaining Gen. City Fees Required (by land use) Cumulative Sum of Each Land Use Acreage x Each RAE Factor Recommended Fee Update The updated fees for general city facilities/improvements are shown on Exhibit "R". 21 SECTION 11 BY-PRODUCTS OF THE STUDY Completion of this report provides the City of Lodi with several important by-products that can be used as valuable tools by both the Public Works and Finance Departments in administering the development impact fee program. They are as follows: Revenue and Expenditure Summary/Reconciliation: As part of this study, Harris & Associates prepared a summary of revenues and expenditures for FY1998-99. As a part of that effort, and to determine sunk costs of projects and the costs of future or remaining projects, a reconciliation of Public Works records and Finance records was conducted on all projects. This reconciliation led to the use of the Finance Department's records for determining the Fund Balances in the eight (8) IMF Funds. Information was obtained which can also be used to more efficiently record and track revenues and expenditures in the future. Project Detail Sheets: These are new sheets which record all known information about all of the various impact fee projects, whether they be completed, partially - completed or future projects. To date, the City has not used such a device, and as a result, it has at times been difficult to identify and track the progress/cost of projects as they progress through the Public Works Department and as expenditures are recorded in the Finance Department. The following information is provided on each Project Detail Sheet: • Project Identification Number: This number correlates with the project number assigned by the Nolte Study, and a new project carries the number assigned by the Public Works Department. • Project Description: Each project contains a description of the work to be done, which can be changed as circumstance warrants. • Project Status: Space is provided to input the status of projects. Status comments can be amended as projects progress, are completed, are amended or are eliminated. • Columns are provided for project costs, including design, construction, contingency, etc., and costs can be placed in the appropriate fiscal year(s). • Columns are also provided for designating the appropriated funding sources for the projects, For example, the IMF fund can be identified along with developer share, or other funding source. • Updated Cost Estimates: As directed by City staff, each project identified on the Project Detail Sheets contains the estimated unit cost/suggested cost estimate or an ENR construction index updated estimate. In addition, a detailed backup sheet is provided to show the basis for the unit cost/cost estimate. Project Management File System: In conducting this study, it was noted that the City has not been using any form of Project Detail Sheet, project files or a project management system. Harris has provided a suggested method for maintaining project files on each of the impact fee projects. The system recommends that each file contain the Project Detail Sheet along with other appropriate construction/financial event information. In addition, a separate "booklet" of the 22 Project Detail Sheets is suggested to be kept for quick reference. Filing may be kept by IMF category, which can then be sub -categorized by project number or other project identifier. Project Identifiers: It was noted that the City does not use a project identifier, or "project number," as various projects go on line. The project number has been identified in the Nolte Study, however, no further reference is seen. This made research on the status of these projects more difficult, particularly when expenditures against the project were recorded in Public Works and Finance Department records. Tracking of the projects in the financial records was especially difficult. It is highly recommended that any transaction routinely identify the project by project number to avoid this situation. A project identifier/project numbering system should also be considered for use in all other CIP projects. 23 EXHIBITS A - R EXHIBIT "A" CITY OF LODI GROWTH FORECAST VS. REMAINING ACREAGE FOR DEVELOPMENT Land Use Designations Units Growth Current Acreage Forecast (1) Undeveloped (2,3) RESIDENTIAL Low Density Acres 17 147 Medium Density Acres 7 23 High Density Acres 5 57 Eastside Residential Acres 1 0 PLANNED RESIDENTIAL PR -Low Density Acres 973 422 PR -Medium Density Acres 62 65 PR -High Density Acres 78 163 Total Residential 1,143 877 COMMERCIAL Retail Commercial Acres 73 Office Commercial Acres 153 47 Total Commercial 153 120 INDUSTRIAL Light Industrial Acres 435 144 Heavy Industrial Acres 175 206 Total Industrial 610 350 Total Growth Forecast Acreage 1,906 Total Remaining Vacant Acreage 1,347 Notes: (1) Growth Forecast through FY 2006/2007 based upon approved "Development Impact Fee Report," prepared by Nolte and Associates and Angus McDonald and Associates, 1991. (2) Undeveloped Acreage information provided by City of Lodi Community Development Department. (3) Industrial properties include those within current City General Plan Boundary. Page 1 of 1 Exh A Acreages - Comm & Indust II.xls EXHIBIT "B" SUMMARY OF DEVELOPMENT IMPACT FEES ALL SERVICES (June 30, 1999) Source: Harris & Associates NOTES: (1) Residential Acre Equivalents Project Cost Esiirnates by Fund Source (less Fund Balance and Existing Deficiencies): Remaining Fees Required: Water $6,355,867 Sewer Parks and General Citv Facilities Streets & Roads Total Total Water Sewer Storm Drainage Streets & Roads Police Fire Recreation Land Use Categories Acres Fees RAE(1) Fee RAE(1) Fee RAE(1) Fee RAE(1) Fee RAE(1) Fee RAE(1) Fee RAE(1) Fee RAE(1) Fee RESIDENTIAL Low Density 147 $51,481 1.00 $3,790 1.00 $485 1.00 $10,908 1.00 $7,617 1.00 $1,490 1.00 $1,609 1.00 $19,562 1.00 $6,018 Medium Density 23 $76,589 1.96 $7,428 1.96 $951 1.00 $10,908 1.96 $14,930 1.77 $2,638 1.96 $3,155 1.43 $27,974 1.43 $8,606 High Density 57 $134,673 3.49 $13,227 3.49 $1,693 1.00 $10,908 3.05 $23,233 4.72 $7,033 4.32 $6,953 2.80 $54,774 2.80 $16,851 PLANNED RESIDENTIAL 422 $51,481 1.00 $3,790 1.00 $485 1.00 $10,908 1.00 $7,617 1.00 $1,490 1.00 $1,609 1.00 $19,562 1.00 $6,018 Low Density Medium Density 65 $76,589 1.96 $7,428 1.96 $951 1.00 $10,908 1.96 $14,930 1.77 $2,638 1.96 $3,155 1.43 $27,974 1.43 $8,606 High Density 163 $134,673 3.49 $13,227 3.49 $1,693 1.00 $10,908 3.05 $23,233 4.72 $7,033 4.32 $6,953 2.80 $54,774 2.80 $16,851 COMMERCIAL Retail Commercial 73 $55,318 0.64 $2,425 0.94 $456 1.33 $14,508 2.08 $15,844 4.12 $6,139 2.69 $4,330 0.32 $6,260 0.89 $5,356 Office Commercial 47 $71,572 0.64 $2,425 0.94 $456 1.33 $14,508 3.27 $24,909 3.72 $5,543 2.46 $3,959 0.54 $10.564 1.53 $9,208 INDUSTRIAL Light Industrial 144 $40,760 0.26 $985 0.42 $204 1.33 $14,508 2.00 $15,235 0.30 $447 0.64 $1,030 0.23 $4,499 0.64 $3,852 Heavy Industrial 206 $38,688 0.26 $985 0.42 $204 1.33 $14,508 1.27 $9,674 0.19 $283 0.61 $982 0.33 $6,456 0.93 $5,597 Source: Harris & Associates NOTES: (1) Residential Acre Equivalents Project Cost Esiirnates by Fund Source (less Fund Balance and Existing Deficiencies): Remaining Fees Required: Water $6,355,867 Sewer $858,085 Storm Drainage $16,384,987 Streets & Roads $17,273,389 Police $3,458,777 Fire $3,575,770 Parks & Rec $28,574,222 General City Fac. $10,420,578 EXHIBIT "C" (PAGE 1 OF 2) Water Projects City of Lodi Capital Improvement Program Remaining Costs Proiect # Title Status Suggested MWSI 001 Turner Road Water System Open $ 26,700 MWSI 002 Lodi Avenue Extension Water System Open $ 15,600 MWSI 003 Cluff Avenue Extension Water System Partially Completed $ 62,400 MWSI 004 Guild Avenue Water System Partially Completed $ 35,100 MWSI 005 Central California Traction Water System Partially Completed $ 78,000 MWSI 006 Industrial Way Water System Completed $ - MWSI 007 Industrial Way Water System Completed $ - MWSI 008 Beckman Road Water System Completed $ - MWSI 009 Cluff Avenue Water System Open $ 33,800 MWSI 010 Kettleman Lane Water System Partially Completed $ 80,600 MWSI 011 Turner Road Water System Completed $ - MWSI 012 Applewood Drive Water System Completed $ - MWSI 013 Lower Sacramento Road Water System Open $ 60,800 MWSI 014 Applewood Drive Water System Open $ 175,900 MWSI 015 Evergreen Drive Water System Completed $ - MWSI 016 Lodi Avenue Water System Open $ 33,800 MWSI 017 Vine Street Water System Open $ 29,300 MWSI 018 Kettleman Lane Water System Partially Completed $ 37,100 MWSI 019 Lower Sacramento Road Water System Partially Completed $ 58,500 MWSI 020 Mills Avenue Water System Completed $ - MWSI 021 Century Boulevard Water System Open $ 16,900 MWSI 022 Century Boulevard Water System Open $ 35,900 MWSI 023 PUE North of Harney Lane Water System Open $ 84,500 MWSI 024 Harney Lane Water System Partially Completed $ 110,500 MWSI 025 Century Boulevard Water System Completed $ - MWSI 026 Harney Lane/Cherokee Lane Water System Partially Completed $ 93,600 MWWI 001 Water Well "A" (Well 26) Open $ 400,000 MWWI 002 Water Well "B" Open $ 400,000 MWWI 003 Water Well "C" Open $ 500,000 MWWI 004 Water Well "D" Open $ 400,000 MWWI 005 Water Well "E" Open $ 400,000 MWWI 006 Water Well "F" Open $ 500,000 MWWI 007 Water Well "G" (Well 25) Completed $ - MWWI 008 Water Well "H" Open $ 500,000 EXHIBIT "C" (PAGE 2 OF 2) Water Projects City of Lodi Capital Improvement Program Total Project Costs = $ 7,845,702 Note: Open Projects are those that have not yet been started. (1) Funding shared equally by Water, Sewer and Streets Programs (2) New development share is 31 % of total cost. Remaining Costs Proiect # Title Status Suggested MWWI 009 Water Well "I" Open $ 500,000 MWWI 010 Water Well "J" Open $ 400,000 MWWI 011 Water Well "K" Open $ 400,000 MWWI 012 Water Well "L" Open $ 400,000 MWWI 013 Water Well "M" Open $ 500,000 MWWI 014 Water Well "N" Open $ 400,000 MWSX 001 Applewood Drive Water System Open $ 16,250 MWSX 002 Applewood Drive Water System Open $ 21,150 MWSX 003 Kettleman Lane at Lower Sacramento Road Completed $ - MWSX 004 Mills Avenue Water System Completed $ - MWSX 005 Mills Avenue Water System Completed $ - MWSX 006 Harney Lane Water System Open $ 48,750 MWSX 007 Century Boulevard Water System Open $ 6,750 MWSX 008 Harney Lane Water System Open $ 6,750 MWSX 009 Evergreen Water System Completed $ - MWSX 010 Turner Road Water System Open $ 16,250 MWSX 011 Guild Avenue Water System Completed $ - MWSX 012 CCTC Water System Open $ 16,250 MWSO 001 Water Utility Planning - Water Master Plan 1987 Completed $ - MWSO 002 Water Utility Planning - WMP & CIP Update - 1997 Open $ 26,000 MWSO 003 Water Utility Planning - WMP & CIP Update - 2002 Open $ 26,000 MWSO 004 Public Works Admin Bldg(1) Open $ 322,000 MWSO 005 Public Works Storage Facility (1) Open $ 162,000 MWSO 006 Public Works Garage/Wash Facility (1) Open $ 288,000 MWSO 007 New Development Share of Existing Water Tank(2) Partially Funded $ 120,552 Total Project Costs = $ 7,845,702 Note: Open Projects are those that have not yet been started. (1) Funding shared equally by Water, Sewer and Streets Programs (2) New development share is 31 % of total cost. EXHIBIT "D" SUMMARY OF DEVELOPMENT IMPACT FEES WATER LAND USE CATEGORIES Unit RAE Fee RESIDENTIAL Low Density Acre 1.00 $3,790 Medium Density Acre 1.96 $7,428 High Density Acre 3.49 $13,227 PLANNED RESIDENTIAL Low Density Acre 1.00 $3,790 Medium Density Acre 1.96 $7,428 High Density Acre 3.49 $13,227 COMMERCIAL Retail Commercial Acre 0.64 $2,425 Office Commercial Acre 0.64 $2,425 INDUSTRIAL Light Industrial Acre 0.26 $985 Heavy Industrial Acre 0.26 $985 Source: Harris & Associates EXHIBIT "E" (PAGE 1 OF 1) Sewer Projects City of Lodi Capital Improvement Program Total Project Costs= $ 872,000 Note: Open Projects are those that have not yet been started. (1) Funding shared equally by Water, Sewer and Streets Programs. -E1Qjected Prpject status CD"i1s MSSI 001 Cluff Area Relief Sewer Not in Program $ - MSSI 002 Sanitary Sewer (West Trunk Line) Not in Program $ - MSSI 003 Harney Lane Sanitary Sewer Separate Fee $ - MSSI 004 Harney Lane Sanitary Sewer Lift Station Separate Fee $ - MSSI 005 Kettleman Lane Sanitary Sewer Lift Station Completed $ - MSSI 006 Cluff Avenue Sanitary Sewer Lift Station Not in Program $ - MSSI 007 Lower Sac. Road Sanitary Sewer Not in Program $ - MSSI 008 Lower Sac. Road Sanitary Sewer Not in Program $ - MSSI 009 Harney Lane Sanitary Sewer Separate Fee $ - MSSO 001 Sanitary Sewer Master Plan Open $ 100,000 MSSO 002 PW Admin Bldg Exp (1) Open $ 322,000 MSSO 003 PW Storage Facilities (1) -1 Open $ 162,000 MSSO 004 PW Garage/Wash Facility (1) Open $ 288,000 Total Project Costs= $ 872,000 Note: Open Projects are those that have not yet been started. (1) Funding shared equally by Water, Sewer and Streets Programs. EXHIBIT "F" SUMMARY OF DEVELOPMENT IMPACT FEES SEWER LAND USE CATEGORIES Unit RAE Fee RESIDENTIAL Low Density Acre 1.00 $485 Medium Density Acre 1.96 $951 High Density Acre 3.49 $1,693 PLANNED RESIDENTIAL Low Density Acre 1.00 $485 Medium Density Acre 1.96 $951 High Density Acre 3.49 $1,693 COMMERCIAL Retail Commercial Acre 0.94 $456 Office Commercial Acre 0.94 $456 INDUSTRIAL Light Industrial Acre 0.42 $204 Heavy Industrial Acre 0.42 $204 Source: Harris & Associates EXHIBIT "G" (PAGE 1 OF 1) Storm Drain Projects City of Lodi Capital Improvement Program Project # Title Status Projected Cost MSDI 001 C -Basin (Pixley Park) (S-4) [1] Partially Completed $ 824,800 MSDI 003 Turner Road/Guild Avenue Storm Drain Open $ 400,000 MSDI 004 Pine Street Storm Drain Open $ 72,200 MSDI 005 Thurman Street Storm Drain Partially Completed $ 57,200 MSDI 007 C -Basin Storm Drain Open $ 279,500 MSDI 008 Evergreen Drive Storm Drain Completed $ - MSDI 009 Evergreen Drive Storm Drain Completed $ - MSDI 010 E -Basin Expansion Completed $ - MSDI 011 F -Basin (Cochran Park) (N-9) [1] Open $ 4,452,700 MSDI 012 F -Basin North/South Storm Drain Open $ 507,000 MSDI 013 Tienda Drive Storm Drain Partially Completed $ 135,900 MSDI 014 Tienda Drive Storm Drain Partially Completed $ 157,300 MSDI 015 G -Basin Southeast Area Storm Drain Open $ 338,900 MSDI 016 Orchis Drive Storm Drain Open $ 83,000 MSDI 017 G -Basin (DeBenedetti Park) (C-3) [1] Open $ 4,720,000 MSDI 018 Master Storm Drain System Engineering Open $ 65,000 MSDI 019 Lodi Avenue Storm Drain Completed $ - MSDI 020 I -Basin (N-19) [1] Open $ 4,577,800 MSDI 021 Storm Drain Basin I - Inflow Open $ 344,200 MSDI 022 Storm Drain Basin I - Outflow Open $ 359,100 MSDI 023 E -Basin (Peterson park) (N-4) Land Acquisition Partially Completed $ 173,400 MSDI 024 G -Basin (DeBenedetti Park) (C-3) Land Acquisi Underway $ 100,700 MSDI 025 Storm Drain Stockton St east to Culbertson Open $ 67,400 Total Project Costs = $ 97,716,100 Note: Open Projects are those that have not yet been started [1] See Parks projects for additional funding. EXHIBIT "H" SUMMARY OF DEVELOPMENT IMPACT FEES STORM DRAINAGE LAND USE CATEGORIES Unit RAE Fee RESIDENTIAL Low Density Acre 1.00 $10,908 Medium Density Acre 1.00 $10,908 High Density Acre 1.00 $10,908 PLANNED RESIDENTIAL Low Density Acre 1.00 $10,908 Medium Density Acre 1.00 $10,908 High Density Acre 1.00 $10,908 COMMERCIAL Retail Commercial Acre 1.33 $14,508 Office Commercial Acre 1.33 $14,508 INDUSTRIAL Light Industrial Acre 1.33 $14,508 Heavy Industrial Acre 1.33 $14,508 Source: Harris & Associates EXHIBIT "I" (PAGE 1 OF 3) Streets/Roads/Traffic Projects City of Lodi Capital Improvement Program Project # Title Status Proiected Costs MTSI 001 Kettleman Lane Restriping - Lower Sac. Rd. to Ham Ln. Open $ 55,000 MTSI 002 Kettleman Lane Restriping - Ham Ln. to Stockton St. Open $ 55,000 MTSI 003 Kettleman Lane Restriping - Stockton St. to Cherokee Ln. Open $ 29,000 MTSI 004 Kettleman Lane / State Rte. 99 Interchange Open $ 4,921,000 MTSI 005 Kettleman Lane Widening - Phase 2 Open $ 771,000 MTSI 006 Lower Sacramento Rd. Widening from Turner Rd. to Lodi Ave. Open $ 361,000 MTSI 007 Lower Sacramento Rd. Widening from Lodi Ave. to Taylor Rd. Open $ 253,000 MTSI 008 Lower Sacramento Rd. Widening from Taylor Rd. to Kettleman Ln. Open $ 288,000 MTSI 009 Lower Sacramento Rd. Widening from Kettleman Ln. to Orchis Dr. Open $ 299,000 MTSI 010 Lower Sacramento Rd. Widening from Orchis Dr. to Century Blvd. Open $ 247,000 MTSI 011 Lower Sacramento Rd. Widening from Century Blvd. To Kristen Ct. Open $ 381,000 MTSI 012 Lower Sacramento Rd. Widening from Kristen Ct. to Harney Lane Open $ 165,000 MTSI 013 Harney Lane Widening from Lower Sacramento Road to Mills Open $ 457,000 MTSI 014 Harney Lane Widening from WID Crossing to Lower Sacramento Road Open $ 292,000 MTSI 015 Harney Lane Widening from WID Crossing to Hutchins Street Open $ 149,000 MTSI 016 Harney Lane Widening from Hutchins St. to Stockton St. Open $ 215,000 MTSI 017 Harney Lane Widening from Stockton St. to Cherokee Lane Open $ 248,000 MTSI 018 Harney Lane Widening from Lower Sacramento Rd. to west City boundary Open $ 303,000 MTSI 019 Project Study Report Completed $ - MTSI 020 SR 99 at Turner Road - Interchange Improvements Open $ 1,907,000 MTSI 021 Lodi Avenue Restriping Open $ 31,000 MTSI 022 Lodi Avenue Construction Completed $ - MTSI 023 Turner Road Restriping Not In Program $ - MTSI 024 Turner Road Construction Open $ 34,000 MTSI 025 Century Boulevard Widening Open $ 113,000 MTSI 026 Century Boulevard Construction Completed - MTSI 027 Stockton Street Widening Partially Completed $ 73,000 MTSI 028 Guild Avenue Construction Partially Completed $ 487,000 MTSI 029 Turner Road Widening Completed $ - MTSI 030 Lodi Avenue Widening Partially Completed $ 131,000 MTSI 031 Kettleman Lane Widening Open $ 153,000 MTSI 032 Lockford Street Widening Open $ 1,645,000 EXHIBIT "I" (PAGE 2 OF 3) Streets/Roads/Traffic Projects City of Lodi Capital Improvement Program Project # Title Status Proiected Costs MTSI 033 Victor Road - SR 99 tp CCT Railroad Co. Open $ 444,000 MTSO 001 Master Traffic System - Traffic System Master Plan 1987 Completed $ - MTSO 002 Master Traffic System - Traffic System Master Plan 2001 Open $ 26,000 MTSO 003 Master Traffic System - Five Year CIP Update 2010 Open $ 26,000 MTSO 004 Public Works Admin. Building Expansion [1] Open $ 322,000 MTSO 005 Public Works Storage Facility [1] Open $ 162,000 MTSO 006 Public Works Garage/Wash Facility [i] Open $ 288,000 MTS 001 Traffic Signal @ Turner Road & Lower Sacramento Road Partially Completed $ 47,000 MTS 002 Traffic Signal @ Turner Road & SR 99 Southbound Ramp Open $ 123,000 MTS 003 Traffic Signal @ Victor Road & Cluff Avenue Completed $ - MTS 004 Traffic Signal @ Lodi Avenue & Lower Sacramento Road Partially Completed $ 48,500 MTS 005 Traffic Signal @ Lodi Avenue & Mills Avenue Open $ 62,000 MTS 006 Traffic Signal @ Lower Sacramento Road & Vine Street Completed $ - MTS 007 Traffic Signal @ Kettleman Lane & Mills Avenue Completed $ - MTS 008 Traffic Signal @ Kettleman Lane & SR 99 Southbound Ramp Completed $ - MTS 009 Traffic Signal @ Kettleman Lane & Beckman Road Completed $ - MTS 010 Traffic Signal @ Lower Sacramento Road & Harney Lane Open $ 124,000 MTS 011 Traffic Signal @ Harney Lane & Mills Avenue Open $ 117,000 MTS 012 Traffic Signal @ Harney Lane & Ham Lane Open $ 117,000 MTS 013 Traffic Signal @ Harney Lane & Stockton Street Open $ 58,500 MTS 014 Traffic Signal @ Elm Street & Lower Sacramento Road Partially Completed $ 64,000 MTS 015 Traffic Signal @ Lockeford Street & Stockton Street Open $ 58,500 MTS 016 Traffic Signal @ Turner Road & Stockton Street Completed $ - MTS 017 Traffic Signal @ Pine Street & Stockton Street Open $ 58,500 MTS 018 Traffic Signal @ Turner Road & Mills Avenue Completed $ - MTS 019 Traffic Signal @ Turner Road & Edgewood Open $ 58,500 MTS 020 Traffic Signal @ Kettleman Lane & Central Avenue Completed $ - MTS 021 Traffic Signal @ Elm Street & Mills Avenue Open $ 58,500 MTS 022 Traffic Signal @ Cherokee Lane & Vine Street Open $ 68,500 MTS 023 Traffic Signal @ Ham Lane & Century Boulevard Open $ 62,000 MTS 024 Traffic Signal @ Cherokee Lane & Elm Street Open $ 68,500 MTS 025 Traffic Signal @ Lower Sacramnto Rd & Tokay Open $ 162,000 MTS 026 Traffic Signal @ Lower Sacramnto Rd & Kettleman Lane Open $ 259,000 [1] Funding shared equally by Water, Sewer and Streets programs. EXHIBIT "I" (PAGE 3 OF 3) Streets/Roads/Traffic Projects City of Lodi Capital Improvement Program Project # Title MBC 001 Box Culvert - WID Canal, Lower Sacramento Road, South of Lodi Ave. MBC 002 Box Culvert- WID Canal, Turner Road, South of Lodi Avenue MBC 003 Box Culvert - W ID Canal, Mills Avenue, South of Vine Street MBC 004 Box Culvert - WID Canal, Harney Lane, West of Hutchins Street MRRX 001 RR Crossing - Lower Sacramento Road, North of Turner Road MRRX 004 RR Crossing -Guild Avenue, intersection of Guild Ave. & Lockeford St. MRRX 005 RR Crossing - Victor Rd., CCT RR Co, East of Guild Ave. MRRX 006 RR Crossing - Beckman Road, intersection of Beckman & Lodi Avenue MRRX 007 RR Crossing -Guild Avenue, intersection of Guild Ave. & Lodi Avenue MRRX 008 RR Crossing - Cluff Avenue, intersection of Cluff & Thurman St. MRRX 009 RR Crossing - Kettleman Lane, East of Guild Avenue MRRX 010 RR Crossing - Harney Lane, East of Hutchins Street Note: Open Projects are those that have not yet been undertaken Status Proiected Costs Open $ 316,000 Open $ 97,500 Completed $ - Open $ 280,000 Open $ 114,000 Open $ 228,000 Open $ 248,000 Open $ 253,000 Open $ 233,000 Completed $ - Open $ 254,000 Open $ 241,000 Total Project Costs = $ 99,290,500 EXHIBIT "J" SUMMARY OF DEVELOPMENT IMPACT FEES STREETS/ROADSITRAFFIC LAND USE CATEGORIES Unit RAE Fee RESIDENTIAL Low Density Acre 1.00 $7,617 Medium Density Acre 1.96 $14,930 High Density Acre 3.05 $23,233 PLANNED RESIDENTIAL Low Density Acre 1.00 $7,617 Medium Density Acre 1.96 $14,930 High Density Acre 3.05 $23,233 COMMERCIAL Retail Commercial Acre 2.08 $15,844 Office Commercial Acre 3.27 $24,909 INDUSTRIAL Light Industrial Acre 2.00 $15,235 Heavy Industrial Acre 1.27 $9,674 Source: Harris & Associates EXHIBIT "K" (PAGE 1 OF 1) Police Projects City of Lodi Capital Improvement Program PrQject # Ii1Le LPD 001 New Police & Jail Building LPD 002 Jail Expansion LPD 003 Miscellaneous Equipment for Police Officers LPD 004 Pound Truck & Misc. Equipment LPD 005 Pick-up Truck LPD 006 Patrol Cars LPD 007 Portable Radios LPD 008 Work Stations LPD 009 Computer Terminals LPD 010 Public Safety Master Plan Status Projected Cost Open $ 3,458,000 Merged with LPD 001 Not In Program Open $ Not In Program Incl in GFC1011 Not In Program Open $ Open $ Completed Total Project Costs = $ Note: Open Projects are those that have not yet been undertaken 35,000 100,000 50,000 3,643,000 EXHIBIT "L" SUMMARY OF DEVELOPMENT IMPACT FEES POLICE LAND USE CATEGORIES Unit RAE Fee RESIDENTIAL Low Density Acre 1.00 $1,490 Medium Density Acre 1.77 $2,638 High Density Acre 4.72 $7,033 PLANNED RESIDENTIAL Low Density Acre 1.00 $1,490 Medium Density Acre 1.77 $2,638 High Density Acre 4.72 $7,033 COMMERCIAL Retail Commercial Acre 4.12 $6,139 Office Commercial Acre 3.72 $5,543 INDUSTRIAL Light Industrial Acre 0.30 $447 Heavy Industrial Acre 0.19 $283 Source: Harris & Associates v a� �0 N c Q) Q) a O C d L cu O O CD w U) U U O LL c CD CL O ai 0 z 0 0 0 0 0 0 0 0 0 0 0 0 M co co N c`7 69) 69 69 69 E E E E E 0 0 0 0 0 0 adLa. d U c ,c c c .c c c v U U .-. .--. ..-. ... .-. 0 lc aao 0 0 0 6 CL a) o oozzzzzo a` w c c O O N C (0 n. E `a X a U U w 50 Q 7 O a) 07 E cia `ca Q O Y U) Q c O a i ` 0) O "O F- O N U 7 CL cp y E@ C O O > » U)U LL m C o i CL CL 0 0 0 0 0 0 0 0 Q Q Q Q D D Q D Q. LL LL LL LL LL LL LL LL yU U � 0 O J � O CO QO O CO O CO n 0 Co 0 0 0 0 0 0 0 0 �? � QQQQQDDD 6 !L _1 J J J _J .J J J v a� �0 N c Q) Q) a O C d L cu O O CD w U) U U O LL c CD CL O ai 0 z EXHIBIT "N" SUMMARY OF DEVELOPMENT IMPACT FEES FIRE LAND USE CATEGORIES Unit RAE Fee RESIDENTIAL Low Density Acre 1.00 $1,609 Medium Density Acre 1.96 $3,155 High Density Acre 4.32 $6,953 PLANNED RESIDENTIAL Low Density Acre 1.00 $1,609 Medium Density Acre 1.96 $3,155 High Density Acre 4.32 $6,953 COMMERCIAL Retail Commercial Acre 2.69 $4,330 Office Commercial Acre 2.46 $3,959 INDUSTRIAL Light Industrial Acre 0.64 $1,030 Heavy Industrial Acre 0.61 $982 Source: Harris & Associates EXHIBIT "O" (PAGE 1 OF 2) Parks Projects City of Lodi Capital Improvement Program Project # LULC Status Projected Costs MPR 001 Parks and Recreation Master Plan Completed MPR 002 Administration Building and Corporation Yard Open $ 1,673,500 MPR 003 Underground tank replacement Not in Program MPR 004 Lodi Lake Central Park Improvements Completed MPR 005 Lodi Lake Peninsula Improvements Not in Program MPR 006 Lodi Lake - 13 acre expansion Open $ 2,358,000 MPR 007 Lodi Lake Silt Removal Completed MPR 008 Lodi Lake Turner Road Retaining Wall Not in Program MPR 009 Lodi Lake Utility Extension (Water) Not in Program MPR 010 Softball Complex Concession Not in Program MPR 011 Softball Complex replacement of concession stand Not in Program MPR 012 Softball Complex shade structure Not in Program MPR 013 Softball Complex paving Not in Program MPR 014 Softball Complex upgrade sports lighting Not in Program MPR 015 Stadium - Electrical & Sports Lighting Not in Program MPR 016 Stadium - Press Box Not in Program MPR 017 Stadium - Parking Lot Landscape & Lighting Not in Program MPR 018 Stadium - Returf & Drainage Improvements Not in Program MPR 019 Stadium - Additional Seating Not in Program MPR 020 Kofu Park - Enlarge Bleacher Area Not in Program MPR 021 Kofu Park - New Playground Equipment Not in Program MPR 022 Kofu Park - Permanent Backstop in Small Diamond Not in Program MPR 023 Kofu Park - Group Picnic Facilities Not in Program MPR 024 Kofu Park - Entrance Improvements Not in Program MPR 025 Armory Park - Parking Lot Not in Program MPR 026 Armory Park - Press Box and Bleacher Wall Not in Program MPR 027 Armory Park - Upgrade Electrical Not in Program MPR 028 Zupo Field Upgrading Not in Program MPR 029 Zupo Field - Upgrad Electrical and Sports Lighting Not in Program MPR 030 No Project - Not in Original Nolte Report Not in Program MPR 031 Hale Park - General Improvements Not in Program MPR 032 No Project - Not in Original Nolte Report Not in Program EXHIBIT "O" (PAGE 2 OF 2) Parks Projects City of Lodi Capital Improvement Program Project # ?1tte Status Projected Costs MPR 033 Community Buildings - Hutchins Square [1] Partially Comple $ 1,100,000 MPR 034 Blakely Park - Upgrade Lighting Not in Program MPR 035 Salas Park - Protective Shade Structures Not in Program MPR 036 Salas Park - Fence Diamond Area Not in Program MPR 037 Emerson Park - Restroom Replacement Not in Program MPR 038 Pixley Park (C -Basin) (S-4) - Gen Improvements[l] Open $ 5,105,000 MPR 039 Peterson Park (E -Basin) (N-4) [1] Completed MPR 040 Katzakian Park (N-20) Open $ 1,881,000 MPR 041 Cochran Park - (F -Basin) (N-9) [1] Open $ 2,050,000 MPR 042 Southwest Park - (I -Basin) (N-19) [1] Open $ 691,400 MPR 043 Area #6 - Park (now Cochran Park) Incl in MPR041 MPR 044 Area #5 - Park (now DeBenedetti Park) Incl in MPR052 MPR 045 Area #7 - Park (now Eastside Park) Incl in MPR046 MPR 046 Eastside Park (N-18) Open $ 2,088,000 MPR 046A Eastside Park -Softball Complex Completed MPR 047 F -Basin Park Incl in MPR041 MPR 048 I -Basin Park Incl in MPR042 MPR 049 Not Used Not Used MPR 050 Not Used Not Used MPR 051 Not Used Not Used MPR 052 DeBenedetti Park (G -Basin) (C-3) [2] Open $ 2,646,000 MPR 053 Hutchins Square - Catering Kitchen Incl in MPR033 MPR 054 Hutchins Square - Multi-purpose incl in MPRO33 MPR 055 Hutchins Square - Child care Incl in MPR033 MPR 056 Hutchins Square - Connectors Incl in MPR033 MPR 057 Hutchins Square - Auditorium Incl in MPR033 MPR058 Roget Park (N-13) Open $ 1,087,000 MPRO59 Century Meadows Park (N-15) Open $ 1,034,500 MPR060 Indoor Sports Center (OS -3) Open $ 6,362,000 MPR061 Arnaiz Property (OS -3) Open $ 17,000 MPR062 Aquatic Center - Cochran Park Open $ 3,170,600 Total Project Costs = $ 39,264,000 Note: Open Projects are those that have not yet been started [1] Park Program share of Hutchins Square project originally totalled $2,100,000 [2] See Storm Drain projects for additional funding. EXHIBIT "P" SUMMARY OF DEVELOPMENT IMPACT FEES PARKS AND RECREATION LAND USE CATEGORIES Unit RAE Fee RESIDENTIAL Low Density Acre 1.00 $19,562 Medium Density Acre 1.43 $27,974 High Density Acre 2.80 $54,774 PLANNED RESIDENTIAL Low Density Acre 1.00 $19,562 Medium Density Acre 1.43 $27,974 High Density Acre 2.80 $54,774 COMMERCIAL Retail Commercial Acre 0.32 $6,260 Office Commercial Acre 0.54 $10,564 INDUSTRIAL Light Industrial Acre 0.23 $4,499 Heavy Industrial Acre 0.33 $6,456 Source: Harris & Associates EXHIBIT "Q" (PAGE 1 OF 1) General City Projects City of Lodi Capital Improvement Program Project # Iifte GCFI 001 City Hall Remodel Partially Comptetc $ GCFI 002 Civic Center Parking Lot Expansion Open $ GCFI 008 Property Acquisition Open $ GCFI 009 Parking Lot Improvements Open $ GCFI 010 Library Expansion Open $ GCFI 011 Public Works - Trucks Open $ GCFI 012 Public Works - Pickups & Sedans Open $ GCFI 013 Public Works - Air Compressors Open $ GCFI 014 Public Works - Misc. Office Equipment Open $ GCFI 015 Finance - Misc. Office Equipment Open $ GCFI 016 Finance - Computer (AS400) Completed $ GCFI 017 Fee Program Monitoring Open $ CODV 001 General City Fac. - 1987 General Plan Update Completed CODV 002 General City Fac. -Five Year Update to the GP -20002 Incl in CODVO03 $ CODV 003 General City Fac. - General Plan Open $ CODV 004 General City Fac. Fee Update Consultant Services Open $ Total Project Costs = $ Note: Open Projects are those that have not yet been started PrD!WPd-Cj4sL 1,515,000 2,535,000 276,500 150,000 3,765,500 974,000 928,000 117,000 85,000 236,000 300,000 800,000 85,000 11,767,000 EXHIBIT "R" SUMMARY OF DEVELOPMENT IMPACT FEES GENERAL CITY FACILITIES LAND USE CATEGORIES Unit RAE Fee RESIDENTIAL Low Density Acre 1.00 $6,018 Medium Density Acre 1.43 $8,606 High Density Acre 2.80 $16,851 PLANNED RESIDENTIAL Low Density Acre 1.00 $6,018 Medium Density Acre 1.43 $8,606 High Density Acre 2.80 $16,851 COMMERCIAL Retail Commercial Acre 0.89 $5,356 Office Commercial Acre 1.53 $9,208 INDUSTRIAL Light Industrial Acre 0.64 $3,852 Heavy Industrial Acre 0.93 $5,597 Source: Harris & Associates TABLE 2.1 SUMMARY OF June 30, 1999 DEVELOPMENT IMPACT FEES ALL SERVICES (PER ACRE) Land Use Cate ories Water Sewer StormStreets Drainage & Roads Police Fire Parks & Rec General Total RESIDENTIAL Low Density $3,790 $485 $10,908 $7,617 $1,490 $1,456 $18,698 $6,018 $ 50,463 Medium Density $7,428 $951 $10,908 $14,930 $2,638 $2,854 $26,738 $8,606 $ 75,052 High Density $13,227 $1,693 $10,908 $23,233 $7,033 $6,290 $52,354 $16,851 $ 131,589 PLANNED RESIDENTIAL Low Density $3,790 $485 $10,908 $7,617 $1,490 $1,456 $18,698 $6,018 $ 50,463 Medium Density $7,428 $951 $10,908 $14,930 $2,638 $2,854 $26,738 $8,606 $ 75,052 High Density $13,227 $1,693 $10,908 $23,233 $7,033 $6,290 $52,354 $16,851 $ 131,589 COMMERCIAL Retail Commercial $2,425 $456 $14,508 $15,844 $6,139 $3,917 $5,983 $5,356 $ 54,629 Office Commercial $2,425 $456 $14,508 $24,909 $5,543 $3,582 $10,097 $9,208 $ 70,728 INDUSTRIAL Light Industrial $985 $204 $14,508 $15,235 $447 $932 $4,301 $3,852 $ 40,463 -Heavy Industrial $985 $204 $14,508 $9,674 $283 $8881 $6,1701 $5,5971 $ 38,310 TABLE 2.2 (See Note 1) Summary of January 1, 2001 Development Impact Fees All Services (per acre) Land Use Categories Water Sewer Storm Drainage Streets & Roads Police Fire Parks & Rec General Total RESIDENTIAL Low Density $ 3,918 $ 501 $ 11,276 $ 7,874 $ 1,540 $ 1,505 $ 19,329 $ 6,221 $ 52,165 Medium Density $ 7,679 $ 983 $ 11,276 $ 15,434 $ 2,727 $ 2,950 $ 27,640 $ 8,897 $ 77,585 High Density $ 13,673 $ 1,750 $ 11,276 $ 24,017 $ 7,271 $ 6,502 $ 54,120 $ 17,420 $136,029 PLANNED RESIDENTIAL $ 3,918 $ 501 $ 11,276 $ 7,874 $ 1,540 $ 1,505 $ 19,329 $ 6,221 $ 52,165 Low Density Medium Density $ 7,679 $ 983 $ 11,276 $ 15,434 $ 2,727 $ 2,950 $ 27,640 $ 8,897 $ 77,585 High Density $ 13,673 $ 1,750 $ 11,276 $ 24,017 $ 7,271 $ 6,502 $ 54,120 $ 17,420 $136,029 COMMERCIAL Retail Commercial $ 2,507 $ 471 $ 14,997 $ 16,379 $ 6,347 $ 4,049 $ 6,185 $ 5,537 $ 56,472 Office Commercial $ 2,507 $ 471 $ 14,997 $ 25,749 $ 5,730 $ 3,703 $ 10,438 $ 9,519 $ 73,114 INDUSTRIAL Light Industrial $ 1,019 $ 211 $ 14,997 $ 15,749 $ 462 $ 963 $ 4,446 $ 3,982 $ 41,828 Heavy Industrial $ 1,019 $ 211 $ 14,997 $ 10,000 $ 293 $ 918 $ 6,378 $ 5,786 $ 39,602 Note 1: Table 2.1, "Summary of June 30, 1999 Development Impact Fees All Services," has been updated based upon the construction cost indexes below. ENR Adjustment July 1999 ENR Cost Index 6076 January 2001 ENR Cost Index 6281 Irt BUILDING INDUSTRY ASSOCIATION Bill OF THE DELTA OF THE DELTA 2001 BOARD OF DIRECTORS Don Tucker, President May 23 2001a +..FA ' �`� r y + Y Horizon Homes „ :,�„t �4 .�. y-4 VAX-'& MAIL Matt Arnsiz, Vice President H. D. AmaizCorporation MAY 2001 4 Richard Prima .Jim Ferguson, Secretary/Treasurer public Works Director Beck Properties = C 1, Pi` O F i C) D 3 L� ,�t;; Doug Unruh, Immed. Past President City of Lodi •',,;�„� ,, ,, P.O. Box P.O. Box 3006 Grupe Communities Lodi, CA 9241-1910 Dennis Bennett, Exec. Committee Bennett Development RE: Proposed Development impact Fees increases Michael Hakeem, Exec. Committee Hakeem, Ellis, Simonelli & Marengo John Loaper, Exec. Committee Dear Mr. lma, Teichert Construction Tom Terpstra, Exec. Committee Once again, we appreciated the opportunities to meet with you Herum, Crabtree, Brown, Dyer, and your staff relative to the Development Impact Fee Update, dated Zolezzi & Terpstra January 1, 2001, ("the Report"). Suzanne Candini Florsheim Homes Our discussions have answered the questions and concerns we Henry Claussen had relative to the proposed fee increases, whereby we can support your Bank of Stockton recommendation to the City Council as called for in the Report, provided the previously discussed and agreed upon revisions (per your Memo to us Tony D'Alessandro dated May 17, 200 1) are included in your recommendation, for example: Pacific Gas & Electric Connie Easterly . Projected Cost for Fire Project #LFD 001 to be revised to U131-Tetrad $1,959,000 thereby revising the Fire Fee to $1526/ac. Bill Filios • The Title of Parks Project 9MPR060 to be revised to "Future Atherton Homes Community Buildings)". J. Jelrrey Kirst • The Title of Parks Project #MPR062 to be revised to Tokay Development `Future Pools", and the Projected Costs to be revised to Zandra Ntorris $1,908,000 thereby revising the Parks & Recreation Fee to Old Republic Title Co. $19,413/ae. For approved subdivision projects, the current fees will remain in Steve Nilsseo North American Mortgage effect for all projects with approved Tentative Subdivision Maps prior to the date of Council approval for Final Maps filed until Toni N1arie R9ymus Raymus Development & Sales January 1, 2003. Payment of the fees shall be required prior to acceptance of the improvements. Early payment of fees will be Gonzalo Rodriguez accepted; and for vacant parcels, updated fees adopted shall Grupe Communities become effective January 1, 2002. Ron Scatens First American Title Co. Tony Souza Souza Realty & Development Kevin Thomas 1150 WEST ROBINHOOD DRIVE, SUITE 4C Teichcrt Construction STOCKTON, CALIFORNIA 95207-5624 Denise Tschirky PHONE (209) 235-7831 California Homes FAX (209) 235-7837 Lastly, our understanding is that this item will be scheduled be discussed with the City Council at their June 12, 2001 "Shirt Sleeve" session. We respectfully request a copy of the appropriate staff report, which includes the above revisions, as soon as it's available but no later than close of business on June 7, 2001. Please contact me when it is available and additionally if the item is to be considered on a different date than noted above. ySiinerely, vevin A. Sharrar Executive Director cc: Dixon Flynn, City of Lodi Dennis Bennett, Bennett Dev. Jeffrey Kirst, Tokay Dev. Steve Pechin, Baumbach & Piazza Inc. ORDINANCE NO. AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF LODI AMENDING TITLE 15 — BUILDINGS AND CONSTRUCTION, CHAPTER 15.64 — DEVELOPMENT IMPACT MITIGATION FEES BY REPEALING AND REENACTING SECTION 15.64.040 "PAYMENT OF FEES," AND SECTION 15.64.050 - "ADOPTION OF STUDY, CAPITAL IMPROVEMENT PROGRAM AND FEES" TO THE LODI MUNICIPAL CODE RELATING TO PAYMENT OF FEES BE IT ORDAINED BY THE CITY COUNCIL OF THE CITY OF LODI AS FOLLOWS: SECTION 1. Section 15.64.040 `Payment of Fees" of the Lodi Municipal Code is hereby repealed and reenacted to read as follows: A. The property owner of any development project causing impacts to public facilities shall pay the appropriate development mitigation fee as provided in this chapter. The amount shall be calculated in accordance with this chapter and the program fee per residential acre equivalent as established by council resolution. B. When such payment is required by this chapter, no final subdivision map, building permit or grading permit shall be approved for property within the city unless the development impact mitigation fees for that property are paid or guaranteed as provided in this chapter. C. The fees shall be paid before the approval of a final subdivision map, building permit, or grading permit, whichever occurs first except as provided in subsection E of this section. D. If a final subdivision map has been issued before the effective date of the ordinance codified in this chapter, then the fees shall be paid before the issuance of a building permit or grading permit, whichever comes first except as exempted under Section 15.64.110 of this chapter. E. Where the development project includes the installation of public improvements, the payment of the fees established by this Chapter may be deferred and shall be collected prior to acceptance of the public improvements by the city council. Payment of all deferred fees shall be guaranteed by the owner prior to deferral. Such guarantee shall consist of a surety bond, instrument of credit, cash or other guarantee approved by the city attorney. (Ord. 1526 § 2, 1991; Ord. 1518 § 1 (part), 1991) SECTION 2. 15.64.050 "Adoption of Study, Capital Improvement Program and Fees" of the Lodi Municipal Code is hereby repealed and reenacted to read as follows: A. The city council adopts the City of Lodi Development Fee Study dated August, 1991("Study") as updated by the Development Impact Fee Update dated January 1, 2001 ("Update") and establishes a future capital improvement program consisting of projects shown in said Study and Update. The city council shall review that Study and Update annually, or more often if it deems it appropriate, and may amend it by resolution at its discretion. B. The city council shall include in the city's annual capital improvement program appropriations from the development impact fee funds for appropriate projects. C. Except for facilities approved by the public works director for construction by a property owner under Section 15.64.080 or as shown in the annual capital improvement program, all facilities shall be constructed in accordance with the schedule established in the development impact fee study. D. The program fee per residential area equivalent (RAE) shall be adopted by resolution and shall be automatically adjusted annually upon the anniversary of the adoption of the Update. The annual adjustment shall change the program fee by the same percentage as the annual change in the Engineering News Record 20 Cities Construction Cost Index. However, in no event shall the program fee per RAE fall below the amount for the previous year. SECTION 3. All ordinances and parts of ordinances in conflict herewith are repealed insofar as such conflict may exist. SECTION 4. No Mandatory Duty of Care. This ordinance is not intended to and shall not be construed or given effect in a manner which imposes upon the City, or any officer or employee thereof, a mandatory duty of care towards persons or property within the City or outside of the City so as to provide a basis of civil liability for damages, except as otherwise imposed by law. SECTION 5. Severability. If any provision of this ordinance or the application thereof to any person or circumstances is held invalid, such invalidity shall not affect other provisions or applications of the ordinance which can be given effect without the invalid provision or application. To this end, the provisions of this ordinance are severable. The City Council hereby declares that it would have adopted this ordinance irrespective of the invalidity of any particular portion thereof. SECTION 6. This ordinance shall be published one time in the "Lodi News Sentinel", a daily newspaper of general circulation printed and published in the City of Lodi and shall take effect thirty days from and after its passage and approval. Approved this day of , 2001 ALAN NAKANISHI Mayor Attest: SUSAN J. BLACKSTON City Clerk ------------------------------------------------------------------- ------------------------------------------------------------------- State of California County of San Joaquin, ss. I, Susan J. Blackston, City Clerk of the City of Lodi, do hereby certify that Ordinance No. was introduced at a regular meeting of the City Council of the City of Lodi held April 18, 2001, and was thereafter passed, adopted and ordered to print at a regular meeting of said Council held , 2001, by the following vote: AYES: COUNCIL MEMBERS — NOES; COUNCIL MEMBERS — ABSENT: COUNCIL MEMBERS — ABSTAIN: COUNCIL MEMBERS — further certify that Ordinance No. was approved and signed by the Mayor on the date of its passage and the same has been published pursuant to law. SUSAN J. BLACKSTON City Clerk Approved as to Form: RANDALL A. HAYS City Attorney Title 15 BUILDINGS AND CONSTRUCTION Chapter 15.64 DEVELOPMENT IMPACT MITIGATION FEES 15.64.040 Payment of fees. A. The property owner of any development project causing impacts to public facilities shall pay the appropriate development mitigation fee as provided in this chapter. The amount shall be calculated in accordance with this chapter and the program fee per residential acre equivalent as established by council resolution. B. When such payment is required by this chapter, no final subdivision map, building permit or grading permit shall be approved for property within the city unless the development impact mitigation fees for that property are paid or guaranteed as provided in this chapter. C. The fees shall be paid before the approval of a final subdivision map, building permit or grading permit, whichever occurs first except as provided in subsection E of this section. D. If a final subdivision map has been issued before the effective date of the ordinance codified in this chapter, then the fees shall be paid before the issuance of a building permit or grading permit, whichever comes first except as exempted under Section 15.64.110 of this chapter. E. Where the development project includes the installation of public improvements, the payment of fees fer- PoIiee, Fife,2 ,P r and Recreation andgeneral eitfacilities and pr -e F administFation-established by this Chapter may be deferred and shall be collected prior to acceptance of the public improvements by the city council. Payment of all deferred fees shall be guaranteed by the owner prior to deferral. Such guarantee shall consist of a surety bond, instrument of credit, cash or other guarantee approved by the city attorney. (Ord. 1526 § 2, 1991; Ord. 1518 § 1 (part), 1991) 15.64.050 Adoption of study, capital improvement program and fees. A. The city council adopts the City of Lodi Development Fee Study dated August, 1991 and establishes a future capital improvement program consisting of projects shown in said study. The city council shall review that study annually, or more often if it deems it appropriate, and may amend it by resolution at its discretion. B. The city council shall include in the city's annual capital improvement program appropriations from the development impact fee funds for appropriate projects. C. Except for facilities approved by the public works director for construction by a property owner under Section 15.64.080 or as shown in the annual capital improvement program, all facilities shall be constructed in accordance with the schedule established in the development impact fee study. D. The program fee per residential area equivalent (RAE) shall be adopted by resolution and shall be updated annua4ly, er- more noticed pubhG hearing. The annua4 update shall be based .. . . r . • . - • the - • • Heed fbr- these • • • -e is ged. In the absenee-4 . • -. • • - . : .. .• projects prices,•• .• . • - in the Engine-er-tin \ews _ . . 20 Cities . . Cost Index. automatigglly • • / annually upon annIversMof adoption of Update. annual . f A - shall • • - - program i the same -yercentage as the annual change in the ERemeer' a News Record 20 Cities Construction Cost Index. However, in no event shall the moo -ram fee Der RAE fall below the amount for the revious .year. (Ord. 1518 § 1 (part), 1991) Additional Recommendations: ➢ Reword such that ad lustment is implemented JanuaryI of each year instead of one year from Update - simpler administration and more predictable ➢ Delete last sentence - if index goes down, the fee should go down. CAPITAL PROJECTS WATER • New Wells • Oversize Water Lines SEWER COLLECTION • Oversize Sewer Lines STORM DRAINAGE • New Basins • Pump Stations • Trunk Lines STREETS • Traffic Signals • Street Widenings • Highway Improvements POLICE • Police Building FIRE Fire Station 4 • New Fire Truck PARKS AND RECREATION • New Parks • Community Buildings (Indoor Sports Center) • Community Swimming Pool GENERAL CITY FACILITIES City Hail and Library Expansion E m 0 a c N E O CLE n M U 0 E E m I -- Z W E W O w IL J Q CL U W = a> V N � EL a) 0 N � co t- O 00 N ti 00 O O O r- ti rl O O LO O T- cel rn O c'7 d' cc cli O O 0 I-- lql- M O O N O O o O O ti CO ti l N M L6Q M Lf) d' � � �LLa E Z O H tQ LV 5r L Q 0 a 0 U O Q O CL W i 0 Cf) � Ri it 0 U vl 0 _0 VJ cc 0 "D cu CD N VJ LL N I.I.. a VLL w L LL U 0 0 V E m 0 a c N E O CLE n M U 0 E E m Low Density Residential Fee Comparison Fee Category Water Sewer Storm Drainage Streets & Roads Police Fire Parks & Recreation General Total Total Per Unit @ 5 Units/Acre 1991 Fee/Acre $5,710 1,090 7,910 5,470 1,110 520 11,980 6,380 LDR Fee Comparison 6/25/01 $40,170 $8,034 2001 Fee/Acre $3,918 501 11,276 7,874 1,540 1,505 19,329 6,221 $52,164 $10,433 TABLE 2.2 (See Note 1) Summary of January 1, 2001 Development Impact Fees All Services (per acre) Land Use Categories 7 -Water Sewer Storm Drainage Streets & Roads Police Fire Parks & Rec General Total RESIDENTIAL Low Density $ 3,918 $ 501 $ 11,276 $ 7,874 $ 1,540 $ 1,505 $ 19,329 $ 6,221 $ 52,165 Medium Density $ 7,679 $ 983 $ 11,276 $ 15,434 $ 2,727 $ 2,950 $ 27,640 $ 8,897 $ 77,585 High Density $ 13,673 $ 1,750 $ 11,276 $ 24,017 $ 7,271 $ 6,502 $ 54,120 $ 17,420 $136,029 PLANNED RESIDENTIAL Low Density $ 3,918 $ 501 $ 11,276 $ 7,874 $ 1,540 $ 1,505 $ 19,329 $ 6,221 $ 52,165 Medium Density $ 7,679 $ 983 $ 11,276 $ 15,434 $ 2,727 $ 2,950 $ 27,640 $ 8,897 $ 77,585 High Density $ 13,673 $ 1,750 $ 11,276 $ 24,017 $ 7,271 $ 6,502 $ 54,120 $ 17,420 $136,029 COMMERCIAL Retail Commercial $ 2,507 $ 471 $ 14,997 $ 16,379 $ 6,347 $ 4,049 $ 6,185 $ 5,537 $ 56,472 Office Commercial $ 2,507 $ 471 $ 14,997 $ 25,749 $ 5,730 $ 3,703 $ 10,438 $ 9,519 $ 73,114 INDUSTRIAL Light Industrial $ 1,019 $ 211 $ 14,997 $ 15,749 $ 462 $ 963 $ 4,446 $ 3,982 $ 41,828 Heavy Industrial $ 1,019 $ 211 $ 14,997 $ 10,000 $ 293 $ 918 $ 6,378 $ 5,786 $ 39,602 Note 1: Table 2.1, "Summary of June 30, 1999 Development Impact Fees All Services," has been updated based upon the construction cost indexes below. ENR Adjustment July 1999 ENR Cost Index 6076 January 2001 ENR Cost Index 6281