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HomeMy WebLinkAboutAgenda Report - March 20, 1996 PH (12)CITY OF LODI COUNCIL COMMUNICATION AGENDA TITLE: Public Hearing to Consider Appeal Received from Mullen, Sullivan & Newton on Behalf of Richard Galantine Regarding Mitigation Fees and for the Applicability of the Dedication and Off -Site Improvement Sections of the Lodi Municipal Code MEETING DATE: March 20, 1996 PREPARED BY: Public Works Director RECOMMENDED ACTION: Conduct a public hearing and take appropriate action regarding payment of mitigation fees and the applicability of the required dedications for public right-of-way and installation of street improvements for property located at 901 South Cherokee Lane. BACKGROUND INFORMATION: The issue in this matter revolves around paving and other site improvements made at 901 South Cherokee Lane without benefit of permit, payment of required fees or installation of required street improvements. The site is located at the southwest corner of Cherokee Lane and Vine Street. A sketch of the site and the improvements in question is attached as Exhibit A. Staff previously provided Council with a copy of correspondence, dated June 20, 1995, from staff to the property owner, Mr. Galantine, detailing the history and circumstances surrounding this matter and outlining the requirements necessary to bring the development into compliance with City standards. A copy of that correspondence is attached as Exhibit B. Prior to the June 20 correspondence, a letter dated May 12, 1995 was sent to Mr. Galantine regarding the pavement and grading work being done in Cherokee Lane and Vine Street without the required encroachment permit. This work was discovered in progress by a Public Works Inspector and a stop work order issued immediately. A list of concerns related to public safety issues caused by the unpermitted paving was provided in the letter and a response was requested from Mr. Galantine. A copy of that letter is attached as Exhibit C. On June 30, 1995, a Notice of Appeal, from Stephen C. Snider of Mullen, Sullivan & Newton, on behalf of Mr. Galantine was received. A copy of the appeal is attached as Exhibit D. Staff contacted Mr. Snider and it was agreed to postpone the appeal and try to resolve the matter without Council action. On July 20, 1995, a meeting was held between City staff and Mr. Snider. Mr. Galantine was not in attendance. At the close of that meeting, it was agreed that City staff would prepare a cost estimate for the off-site improvements on Cherokee Lane and would adjust the Development Impact Mitigation Fees on the basis of a Water/Wastewater Questionnaire to be completed by Mr. Galantine and returned to the Public Works Department. On July 27, 1995, a letter containing the estimated cost of the Cherokee Lane street improvements was sent to Mr. Snider's office. A copy of this correspondence is attached as Exhibit E. It was suggested that the cost of the improvements could be included in' the Cherokee Lane Improvements portion of the Central City Revitalization Program if Mr. Galantine so desired. A cost estimate showing the estimated assessment district costs and the cost of including the Cherokee Lane street improvements was also provided. This offer was formalized in October when all owners on Cherokee Lane lacking street improvements were offered this option. APPROVED: f H. Dixon Flynn - City Manager CPH901 SC.DOC 03/06/96 Public Hearing to Consider Appeal Received from Mullen, Sullivan & Newton on Behalf of Richard Galantine Regarding Mitigation Fees and for the Applicability of the Dedication and Off -Site Improvement Sections of the Lodi Municipal Code March 20, 1996 Page 2 The Water/Wastewater Questionnaire needed to adjust the Development Impact Mitigation Fees was not received until September 26, 1995. The fees were recalculated based on the information provided and a summary of the adjusted fees sent to Mr. Snider's office on October 3, 1995. A copy of this correspondence is attached as Exhibit F. The fees were reduced approximately $10,000.00. There was no response to the correspondence sent by the City after the July 20 meeting until February 2, 1996, when a request to reinstate the appeal was received from Mullen, Sullivan & Newton. There are essentially four issues which require Council action. The issues and staff recommendations are listed below: 1) Cherokee Lane Improvements and Right -of -Way Dedication This requirement was triggered by the value of the improvements made to Mr. Galantine's property. The value is not necessarily the same as the out-of-pocket cost to the developer. Generally, the value used to determine whether off-site improvements and dedications are required is supplied by the Community Development Department's Building Division based on information submitted with the construction application for a building permit. Since Mr. Galantine did not apply for any permits, the value of the improvements was based on an estimate of the cost of the improvements if done by a typical contractor. If the owner got a "good deal" or did a portion of the work himself, the value would not be reduced to reflect his actual out-of-pocket costs. In addition, there was other work done under permit on existing structures at the site within a 12 -month period which is also included when determining whether or not off-site improvements are required. The value of that work was set at $11,000.00 by the Building Division. In staff's opinion, the value of the work completed was well over the $27,400.00 threshold value in effect at the time of improvement. The improvements and dedication required on Cherokee Lane include dedication of a comer cutoff to allow installation of a handicap ramp and the installation of curb, gutter, sidewalk, shoulder paving and landscaping conforming to the Central City Revitalization Program Concept Plan. This will require removal of the pavement placed along the Cherokee Lane frontage without the required permit or inspection. The improvements require preparation of engineered improvement plans prepared by a licensed civil engineer and payment of plan check and inspection fees. Staff recommends the requirement for right-of-way dedication and installation of off-site improvements on Cherokee Lane be upheld. The owner has been offered the option of providing engineered plans and installing the improvements under the terms of an encroachment permit issued by the Public Works Department or including the cost of the street improvements in the parcel assessment for the Central City Revitalization Project. If included in the Revitalization Project assessment, the City will provide design services free of charge. The owner will be asked to sign an agreement authorizing the cost of the improvements to be added to the parcel assessment and will agree not to protest the District formation. Should the Council elect to waive or defer the improvements to Cherokee Lane, the public safety hazards created by the installation of unpermitted pavement in Cherokee Lane still need to be addressed. There are no provisions to protect pedestrians from vehicles or to protect vehicles from CPH901 SC.DOC 3/6196 Public Hearing to Consider Appeal Received from Mullen, Sullivan & Newton on Behalf of Richard Galantine Regarding Mitigation Fees and for the Applicability of the Dedication and Off -Site Improvement Sections of the Lodi Municipal Code March 20, 1996 Page 3 a utility pole and speed limit sign which are now in the paved portion of the roadway. At a minimum, staff recommends that the owner install a curb at the future curb line to identify the edge of the road and to provide some measure of protection for pedestrians. The design of the curb needs to be approved by the Public Works Department prior to installation. The curb would be installed by a licensed contractor under the terms of an encroachment permit issued by the Public Works Department. In a related matter, Cherokee Lane south of Vine Street is a restricted access street. Any new driveways require Council approval. The southerly driveway at the site was installed without Council approval. Staff has no objection to the location of the southerly driveway and recommends that Council approve the location on condition of installation of the required street improvements. 2) Vine Street Dedication and Improvements This requirement was also triggered by the value of the improvements made to the property. The right-of-way dedication required on Vine Street is 12 feet. Installation of curb, gutter, sidewalk and pavement for street widening is also required. Staff recommends that the dedication and improvement installation requirements on Vine Street be upheld. However, since the ultimate right-of-way will encroach on existing buildings on the parcel, staff recommends that the improvements on Vine Street be deferred under the terms of an Improvement Deferral Agreement to be approved by the Council. The Agreement should also provide compensation for moving the encroaching structures at the time the improvements are actually installed. These terms are similar to other deferral agreements approved in the past. 3) Fees a) Development Impact Mitigation Fees have been required due to a change in land use; i. e., installation of a commercial operation on a previously undeveloped portion of the property. The impact fees have been adjusted downward to reflect information provided on the Water/Wastewater Questionnaire and to exclude the existing residential development on the parcel. Staff recommends that the payment of Development Impact Mitigation Fees be upheld. The impact of a commercial used car operation on City systems is certainly greater than that of bare ground. The site has been graded and paved and one of the residential units has been converted into an office for the commercial operation. b) A water service upgrade and water meter installation is required on the existing 2 -inch water service in conformance with Lodi Municipal Code (LMC) Chapter 13.08, Section 13.08.050. The costs of the service upgrade and 2 -inch meter installation are $933.33 and $500.00, respectively. If a 1 %-inch meter will suffice, the meter installation charge will be $360.00. Staff recommends that the water service upgrade and water meter installation fees be upheld in conformance with Paragraphs A.4. and A.5. of the above -referenced LMC Section. CPH901 SC.DOC 3/6/96 Public Hearing to Consider Appeal Received from Mullen, Sullivan & Newton on Behalf of Richard Galantine Regarding Mitigation Fees and for the Applicability of the Dedication and Off -Site Improvement Sections of the Lodi Municipal Code March 20, 1996 Page 4 4) Miscellaneous Requirements Since the site has been developed and pavement installed, the on-site storm drainage needs to be collected on-site and discharged to the public storm drain system in conformance with City standards. The on-site system can be connected to the existing catch basin at the southwest corner of Cherokee Lane and Vine Street under the terms of an encroachment permit issued by the Public Works Department. However, an encroachment permit cannot be issued until the Development Impact Mitigation Fees for storm drainage have been paid. Staff recommends that the property be required to comply with existing City standards regarding collection of on-site drainage and connection to the public storm drain system, as stated above, including payment of the impact fees for storm drainage. FUNDING: Not applicable. Jack L. Ronsko Public , orks Director Prepared by Sharon A. Welch, Associate Civil Engineer JLR/SAW/lm Attachments cc: City Attorney Deputy City Attorney City Engineer Associate Civil Engineer - Development Services Mullen, Sullivan & Newton CPH901 SC.DOC 3/6/96 y OFA . LO , vJ TY: PUBUC. WORKS DEPARTMENT IT war- �O �FOt� EXHIBIT A.: 901 South Cherokee Lane ° Urn R/W n } R/W O VJ -� N n N O �} CATCH BASIN STOP SIG NNj N = R/W O OFFICE R/ Y < HOUSE HOUSE COX O .6RI £W� U M: W V HOUSE OUSE /�:. v� 7• o +! U ... :�. :3: U -6H/JN.:::LJIIYC: .... u• w l:...... ( .... b' :[:Q�:•.. :•••••• ••••••'S!"r• z: SPEED LIMIT • „r�• • :�T; SIGN POLE h .. :• ... :•• ANCHOR • k : NEW DRIVEWAY Location of structures taken from 1992 aerial photograph. LEGEND: New Asphalt Pavement Previous Pavement r , L_J Building Removed Tree Removed N.T.S. CITY COUNCIL STEPHEN J. MANN. Mayor DAVID P. WARNER Mayor Pro Tempore RAY G. DAVENPORT PHILLIP A. PENNINO JACK A. SIEGLOCK CITY OF LODI CITY HALL, 221 WEST PINE STREET P.O. BOX 3006 LODI, CALIFORNIA 96241-1910 FAX (209) 333-6842 June 20, 1995 Mr. Richard Galantine 2417 Summerset Court Lodi, CA 95240 SUBJECT: 901 S. Cherokee Lane THOMAS A. PETERSON City Manager JENNIFER M. PERRIN City Clerk BOB McNATT City Attorney This letter is being sent to you as a result of the work you have done at 901 S. Cherokee Lane without obtaining the required permits. In your initial discussions a few months ago with Public Works Department staff, you indicated that you wanted to install a fence around the rental units on your parcel to provide more security for your buildings and, perhaps, pave part of the southerly undeveloped portion of the parcel for long term storage of boats, RV's, etc. Your main concern at that time seemed to be the lack of security for your tenants. You were advised by staff that any portion of the undeveloped site paved for long term Storage purposes would be subject to Development Impact Mitigation Fees for storm drainage. You were also advised that if a second driveway entrance from Cherokee Lane was desired, approval of the driveway location would have to be obtained from the City Council. You indicated at that time that you would be using the driveway on Vine Street if you created the storage space. Subsequent discussions with staff included drainage concerns on Cherokee Lane and Vine Street fronting your property. You were advised that you could not do any work in the public right-of-way without submitting plans and obtaining an encroachment permit Since these initial discussions, you have demolished existing structures at the site, regraded and paved your parcel and placed asphalt concrete in the Cherokee Lane right-of-way without obtaining the required demolition and encroachment permits. Your development plan has also changed and apparently you have established a used car lot on the south half of the parcel with a new, unapproved driveway on Cherokee Lane. The establishment of this commercial operation on a previously undeveloped portion of your parcel was not the subject of the initial discussions. The scope of work completed at the site is sufficient in valuation to subject the project to the conditions and requirements of Chapter 15.44 of the Lodi Municipal Code, Off -Site Improvements and Dedications. A copy of this section of the Code is attached. This ordinance sets forth 901CHER.DOC Riverbend Motors June 20, 1995 Page 2 requirements for installation of public improvements and dedications for public right-of- way if the cost of a development within any twelve month period exceeds a predetermined threshold value. The current threshold value is $27,400. We estimate the value of the demolition work, regrading, paving and fence installation at the site to be very close to this amount. Coupled with the remodel work to existing structures done in 1994, for which building permits showing a combined project valuation of $11,000 were issued, the value of the improvements to your property within the last twelve months clearly exceeds 527,400. Therefore, off-site improvements and right-of- way dedications are required. The construction of an auto sales business on a previously vacant property is also subject to the Development Impact Mitigation Fee Ordinance (Lodi Municipal Code, Chapter 15.64). A copy of the ordinance is attached. A summary of the requirements necessary to bring your development into compliance with current City requirements is as follows: 1) Obtain Council approval for the second Cherokee Lane access shown on your site plan layout. Cherokee Lane, south of Vine Street, is a restricted access street. New driveways or openings along your frontage must be approved by the City Council. Staff has no objection to the proposed driveway location. We will take this item to the Council upon resolution of the remaining items. 2) Pay Development Impact Mitigation Fees for the new commercial operation. The enclosed Bill #E-1309 represents the Development Impact Mitigation Fees for a commercial operation on previously undeveloped property. The acreage subject to the fees has been adjusted to exclude the existing residential development and the previously existing laundry and shop buildings which have been demolished. The standard rates for a retail commercial development have been charged. It is possible that these rates could be adjusted based on information specific to your business operation to be provided in the Water/Wastewater Questionnaire addressed in Item 3 below. 3) Pay additional sewer capacity fee for retail commercial operation. Enclosed is a Water/Wastewater Questionnaire which needs to be completed and retumed to our office. The information provided on the questionnaire will be used to determine any additional sewer capacity fees required for this parcel due to the addition of the auto sales business. 4) Connect the on-site storm drain system to the public storm drain system. The on-site storm drain system needs to be connected to the catch basin at the southwest comer of Cherokee Lane and Vine Street This work requires an encroachment permit from the Public Works Department. An encroachment permit cannot be issued until the Development Impact Mitigation Fees for storm drainage have been paid. Riverbend Motors June 20, 1995 Page 3 5) Dedicate right-of-way on Cherokee Lane and Vine Street for street widening. Dedication of right-of-way is required on Cherokee Lane and Vine Street to meet City street standards. City staff will prepare the legal descriptions and deeds for your signature. 6) Design and install off-site improvements on Cherokee Lane (curb, gutter, sidewalk, paving and landscaping) in conformance with City Design Standards and Cherokee Lane section of the Central City Revitalization Program. Engineered improvement plans and an encroachment permit issued by the Public Works Department are required for this work. The plans need to be prepared by a registered civil engineer in conformance with the City of Lodi Design Standards and submitted to the Public Works Department with the applicable fees for review and approval. If you wish, the improvements could be incorporated into the proposed Cherokee Lane Assessment District to take advantage of the long term financing. Since the ultimate right-of-way on Vine Street will encroach on existing buildings on the parcel, the City is willing to defer the improvements on Vine Street under the terms of an Improvement Deferral Agreement. The agreement will also provide compensation for the encroaching structures at the time the off-site improvements are actually installed on Vine Street. The agreement will require City Council approval. Please contact City Engineer Richard Prima at (209) 333-6706 as soon as possible to discuss the above items. It is our intention to make the City Council aware of this matter. You have the right to appeal the above requirements to the City Council. The appeal procedure is included in Chapter 15.44 of the Lodi Municipal Code which is enclosed. ed, Jac L. Ronsko Publi Works Director JLR/SAW cc: City Council City Manager City Engineer Street Superintendent Senior Civil Engineer Associate Civil Engineer - Development Services P.W. Inspector McVicker 15.40.100 The sign face shall be white in color. All lettering or printing shall be red in color, and all two-inch letters shall have a minimum one -fourths -inch stroke, and all one -inch letters shall have a minimum three -sixteenths -inch stroke. D. Prosecutions. Chapter 1.08 of this code applies to prosecutions under this section. (Ord. 1384 § 1, 1986; prior code § 5-40) 15.40.110 Alteration or modification. On-site fire protection facilities, whether installed before or after the effec- tive date of the ordinance codified in this chapter, may be altered or repaired with the written consent of the fire chief; pro- vided, that such alterations or repairs shall be carried out in conformity with the provisions of Sectionl5.40.030. (Prior code § 5-39) Chapter 15.44 OFF-SITE IMPROVEMENTS AND DEDICATIONS Sections: 15.44.010 Purpose. 15.44.020 Definitions. 15.44.030 Compliance required. 15-44.040 Exemption or deferment. 15.44.050 Improvements required. 15.44.060 Right-of-way and easement dedications. 15.44.070 Completion or guarantee. 15.44.080 Inspection and approval. 15.44.090 Fees. 15.44.100 Appeal. (Lodi 12-8e) 308 15.44.010 Purpose. The purpose of this chapter is to set forth requirements for the installation of nonexistent or inadequate nonconform- ing public off-site improvements and the dedication of public rights-of-way and easements as a condition to the issuance of a building permit or development approval in order to protect and improve the public's safety, convenience and gen- eral welfare. (Prior code § 5-19) 15.44.020 Definitions. For the purpose of this chapter, the following words and phrases have the meanings respectively ascribed to them by this section: A. "Development" means all residen- tial, commercial and industrial construc- tion or remodeling, as well as developments of public agencies, includ- ing but not limited to on-site parking facilities, open storage areas, and other similar improvements which may or may not require a building permit. B. "Off-site improvement" means all publicly owned facilities that are or will be located in the public right-of-way which typically include, but are not lim- ited to, curbs, gutters, sidewalks, street paving, storm drains, water mains, sewer lines. fire hydrants, electrical facilities. street lights and landscaping. (Prior code § 5-20) 15.44.030 Compliance required. No building permit shall be issued for a development nor shall an on-site park- ing facility, open storage area or other similar improvement be created or con- structed within the city unless com- pliance is made with the public off-site C C' improvements and dedication requirements set forth in this chapter. (Prior code § 5-21) 15.44.040 Exemption or deferment. A. The requirements of Section 15.44.030 do not apply if the cost of devel- opment within any twelve-month period is determined by the public works director to be less than twenty-five thousand dollars. This amount shall be adjusted by the public works director on July 1st of each year, beginning on July 1. 1994, based upon the change of the U.S. Average Engineering News -Record Building Cost. Index, using the following formula: Amount = S25,000 X ENR index for lune 2838 (ENR Index forlune 1992) and that the amount shall be rounded to the C nearest one hundred dollars. B. The city may defer compliance with the requirements of Section 15.44.030 if the public works director determines that it would be in the best interest of the city to cause all or a portion of the work to be done on an area -wide basis, provided that 15.44.030 the property owner enters into an agreement with the city agreeing that the property owner will undertake and start the construc- tion of the required improvements within ninety days after notice is given by the city. The agreement shall further provide that in the event of default in undertaking and completing the required improvements within the time specified, the city may cause such work to be done and the cost thereof to be assessed as a lien against the property. Such agreement shall also be considered as a covenant running with the land and shall be recorded in order to con- stitute notice to any prospective buyer of such property. The city manager is autho- rized to execute such an agreement for and on behalf of the city. (Prior code § 5-22; Ord. 1569 § 1, 1993) 15.44.050 Improvements required. A. The off-site improvements required for all developments under this chapter are as follows: 1. Curb, gutter, sidewalk, driveways and street improvements shall be 308-1 tr.aa1.143i installed fronting all portions of the developer's property being developed which fronts upon a public street or future public street. The improvements shall be in accor- dance with the then -current city policies and city standards. 2. Water, sewer, storm drains and land- scaping shall be installed in accordance with the then -current city policies and city stan- dards. 3. Electrical facilities and street lights shall be installed in accordance with plans prepared and approved by the city utility department. B. Plans showing the off-site improve- ments shall be prepared by a registered civil engineer unless waived by the public works director. C. The installation of off-site improve- ments within existing public right -0f -way requires an encroachment permit from the city. D. If off-site improvements exist that do not meet existing city standards or are inad- equate or a hazard to the general public, then these off-site improvements shall be reconstructed to current city standards. E. No occupancy permit shall be issued or utility connections made unless the re- quired off-site improvements and 'dedica- tions have been completed and approved. F. Street improvements and dedications made pursuant to this chapter are eligible for reimbursement as provided in Chapter 16.24 of this code. (Ord. 1527 § 9, 1991; prior code § 5-23) 15.44.060 Right-of-way and easement dedications. The public right-of-way and easement dedications required under this chapter shall be in conformance with the then -current city 15.44.050 design standards and adopted specific plans. The required dedications shall be made prior to the issuance of a building permit or allowing the development to proceed. (Prior code § 5-24) 15.44.070 Completion or guarantee. Any person required to construct off-site improvements under this chapter shall either complete same to city specifications or shall guarantee such completion by furnishing to the city, prior to the issuance of a building permit or allowing a development to pro- ceed, a surety bond, instrument of credit, or cash in the amount of the development's construction cost. (Prior code § 5-25) 15.44.080 Inspection and approval. Off-site improvements required under this chapter are subject to the inspection and approval of the public works director. (Prior code § 5-26) 15.44.090 Fees. The then -current applicable development fees must be paid prior to the issuance of a building permit, or allowing the develop- ment to proceed. including: A. Development impact mitigation fees; B. Wastewater connection fee; C. Engineering fee; D. Other established development fees and fees for service. (Ord. 1518 §3, 1991: prior code § 5-27) 15.44.100 Appeal - A. Any person required to make im- provements or dedications under this chap- ter may appeal any decision of the public works director to the city council. Such - appeals shall be in writing and shall be filed 309 (L.wi 1-92) 15.44.100 with the city clerk within fifteen days of the date notice of the decision is made. B. The city council shall hold a hearing on the appeal within thirty days of the date on which the appeal was filed. The city cleric shall send written notice of the hear- ing to the appellant at least seven days prior to the date of the hearing. The determina- tion of the city council shall be considered as final. (Prior code § 5-28) Chapter 15.48 SCHOOL FACILITIES DEDICATIONS Sections: Article L General Provisions . 15.48.010 Title and purpose. 15.48.020 Statutory authority -- 15.48.070 Conflicts. 15.48.030 General plan 15.48.090 conformance. 15.48.040 Regulation promulgation. Article II. Definitions 15.48.050 Applicability. 15.48.060 Developer. 15.48.070 Dwelling unit. 15.48.080 Mobilehome space. 15.48.090 School districts. 15.48.100 Conditions of overcrowding. 15.48.110 Reasonable methods of mitigating conditions of 15.48.160 overcrowding. 15.48.120 Residential development. (Lodi 1-92) 310 Article M. Procedure and Requirements 15.48.130 Notice of overcrowding by school districts— Findings. 15.48.140 Notice of overcrowding by school districts— Contents. 15.48.150 Designation of overcrowded school. 15.48.160 Residential development approval—Findings required. 15.48.170 Residential development approval—Exemptions. 15.48.180 District schedule of use. 15.48.190 Land or fees --- Preference of developer. 15.48.200 Land or fees— Determination. 15.48.210 Dedication. 15.48.220 Fee payment. 15.48.230 Amount required. 15.48.240 Use of land and fees. 15.48250 Accounting and report by school district. 15.48.260 Termination of requirements. 15.48.270 School capacity determination. Article I. General Provisions 15.48.010 Title and purpose. The ordinance codified in this chapter - shall be known as the "school facilities dedication ordinance." The purpose of this chapter is to provide a method for financing interim school facilities necessitated by new residential developments e 3- A� 15.60.200 sances, cause fraud on or victimization of 15.64.050 Adoption of study, the public, or conflict with costing local capital improvement laws or ordinances. program and fees. E. Variances may be issued for new 15.64.060 Calculation of fees. construction and substantial improvements 15.64.070 Residential acre and for other development necessary for the equivalent factor. conduct of a functionally dependent use 15.64.080 Credit and provided that the provisions of Section reimbursement for 15.60.190(C) are satisfied and that the strut- construction of facilities. ture or other development is protected by 15.64.090 Other authority. methods that minimize flood damages dur- 16.64.100 Findings regarding use ing the base flood and create no additional of fees. threats to public safety. 15.64.110 Fee exemptions. F. Any applicant to whom a variance is 15.64.120 Fee adjustment or granted shall be given written notice that waiver. the structure will be permitted to be built 15.64.130 Appeal procedure. with a lowest flood elevation below the 15.64.140 Severability. regulatory flood elevation and that the cost of flood insurance will be commensurate 15.64.010 Findings and purpose. with the increased risk resulting from the The council finds and declares as fol - reduced lowest flood elevation. A copy of lows: the notice shall be recorded by the flood- A. In order to implement the goals of plain board in the office of the San Joaquin the City of Lodi's general plan and to miti- County recorder and shall be recorded in a gate the impacts caused by new develop - manner so that it appears in the chain of ment in the city, certain public improve - title of the affected parcel of land. (Ord. meats must be or had to be constructed. 1426 (part), 1988) The city council determines that develop- ment impact mitigation fees are needed to Chapter 15.64 finance these public improvements and to pay for new developments' fair share of the DEVELOPMENT IMPACT construction cats of these improvements. MITIGATION FEES In establishing the fees described in this chapter, the city council finds the fees to be Sections: consistent with its general plan and, parsa- 15.64.010 Findings and purpose. ant to Government Code Section 65913.2, 15.64.020 Definitions. has considered the effects of the fees with 15.64.030 Development impact respect to the city's housing needs as estab- hmds. fished in the housing element of the general 15.64.040 Payment of fees,. plan. B. The purpose of this chapter is to implement the general plan requirements set forth in this subsection and subsection A of t iaAt> 320-16 15.64.010 this section and to impose mitigation fees to of Lodi Development Impact Fee Study fund the cost of certain facilities and servic- prepared for the city by Nolte and Associ- es, the demand for which is directly or ates and Angus McDonald & Associates, indirectly generated by the type of new dated August, 1991, a copy of which is on development proposed in the general plan, file with the city cleric. The calculation of under the authority of: the fee is based upon the findings in the 1. The police power of the city granted referenced study. under Article XI, Section 7, of the Califor- F. New development will generate new nia Constitution; demand for facilities which must be accom- 2. The provisions of the California modated by construction of new or expand - Environmental Quality Act, Public Resourc- ed facilities. The amount of demand genr- es Code, Section 21000 et seq., which in ated and, therefore, the benefit gained, general requires that all developments mid- varies according to kind of use. Therefore, gate environmental impacts: a "residential acre equivalent" (RAE) factor 3. The provisions of the California was developed to convert the service de - Government Code regarding general plans mand for general plan based land use cate- at Section 65300 et seq. including but not gorier into a ratio of the particular use's limited to the provisions of Government rate to the rate associated with a low-densi- Code Section 65400. ty, single-family dwelling gross acre. The C. It is further the purpose of this chap- council finds that the fee per unit of Bevel- ( ter to require that adequate provisions are opment is directly proportional to the RAE made for developer -financed facilities and associated with each particular use. services within the city limits as a condition G. The city has previously approved to the approval of a new development various development projects which have D. Development impact mitigation fees made significant financial expenditures are established on development in the city, towards completion, including the payment Development impact mitigation fees shall of the then current development impact consist of separate fees as described in mitigation fees; but have not obtained a Section 15.64.030 of this chapter. The city building permit. The city council finds and council shall, by resolution. set forth the declares that such projects should be al - specific amount of the fees; describe the lowed to proceed without the imposition of benefit and impact area on which the fee is new development impact mitigation fees imposed; refer to the specific improvements imposed under this chapter. (Ord. 1547 § 1. to be financed, their estimated cost and 1992; 1526 § 1, 1991: Ord. 1513 § 1 (part). reasonable relationship between this fee and 1991) the various types of new developments; and set forth time for payment. Adoption of 15.64.020 Definitions. such fee resolutions shall be done in com- A. "Acreage" means the gross acreage pliance with Government Code Sections for fee calculation purposes of any property 66016 et seq. within the city general plan area not inciud- E. The specific improvements to be ing the acreage of dedicated street right -of - financed by the fee are described in the City way existing prior to development; except 320-17 (Lodi 7_L±, 15.64.020 U= the area of new dedicated street right- of-way in excess of thirty-four feet on one side of a sweet shall not be included in gross acreage. B. "Building permit" means the permit issued or required for the construction. improvement or remodeling of any structure pursuant to and as defined by the city build- ing code. C. "Costs" means amounts spent, or authorized to be spent, in connection with the planning. financing. acquisition and development of a facility or service includ- ing, without limitation, the costs of land. construction, engineering, administration, and consulting fees. D. "Development" or "project" means any of the following: 1. For water, sewer and storm drainage impact fees: any new connection to the city system or increase in service demand; 2- For streets impact fees: any project that increases traffic; 3. For police, fire, paries and recreation and general facilities impact fees: any pro- ject generating new or increased service demand. E. "Facilities" means those public facil- ities designated in the City of Lodi Development Impact Fee Study and as subsequently designated by the city council. F. "Land use" means the planned use as shown on the general plan land use map defined by the following categories based on the designations in the city general plan: 1. Low-density Residential. Single- family detached and attached homes, sec- ondary residential units, and similar uses not exceeding seven units per gross acre; 2. Medium -density Residential. Single- family and multi -family residential units and air 7-97r 320-18 similar uses between 7.1 and twenty units per gross acre; 3. High-density residential. Multi -family residential units, group quarters, and similar uses between 20.1 and thirty units per gross acre; 4. East Side Residential. This designa- tion esignertion reflects the city council's adoption of Ordinance No. 1409. This designation pro- vides for single-family detached and at- tached ttaehed homes, secondary residential units. and similar uses not exceeding seven units per gross acre; 5. Planned Residential. Single-family detached and attached homes, secondary residential units, multi -family residential units, and similar uses and is applied to largely undeveloped areas in the unincorpo- rated area of the general plan. All develop- ment under this designation shall be ap- proved pursuant to a specific development plan. As specific development plans are approved, the planned residential designa- tion shall be replaced with a low, medium. or high density residential designation, or a public/quasi-public designation based on its approved use and density; 6. Commercial -Retail. Retail uses, res- taurants, wholesale commercial uses, hotel and motel uses and service uses, public and quasi -public uses, and similar uses with a floor/area ratio not exceeding 0.40: 7. Commercial -Office. Professional and administrative offices, medical and dental clinics, laboratories, financial institutions. and similar uses with a floor/area ratio not exceeding 5.0; 8. Light Industrial. Industrial parks. warehouses, distribution centers, light manu- facturing. and similar uses with a floor/area ratio riot exceeding 0.50: C 15.64.020 9. Heavy Industrial. Manufacturing, a. General sewer facilities, processing, assembling, research. wholesale b. Kettleman Lane lift station, and storage uses, rocking terminals. tail- c. Harney Lane lift station. road facilities, and similar uses with a d. Cluff Avenue lift station, floor/area ratio not exceeding OSO; 3. Stone drainage facilities-, 10. Public/Quasi-Public. Government- 4. Street improvements: owned facilities, public and private schools, 5. Police facilities; and quasi -public uses such as hospitals and 6. Fire facilities: churches with a floor/area ratio not exceed- 7. Paries and recreation facilities: ing 0.50. The appropriate residential acre 8. General city facilities and program equivalent factor for these uses shall be administration. determined on a case-by-case basis by the B. The fees shall be expended solely to public works director. pay the costs of facilities (including interest G. "Program fee per residential acre on interfund loans) or to reimburse develop - equivalent" means the total program costs, ers entitled to reimbursement under this for a particular category of facility divided chapter. The funds for the categories listed by the total number of residential acre above shall be kept separate. For purposes equivalents and adjusted for price changes of this chapter, they are referred to in ag- up to the year of construction and for the gregate as the "development impact fee cost of financing, as identified in the City fund." of Lodi Development Impact Fee Study or C. The city manager shall have the subsequent update for that particular catego- authority to make loans among the develop- ry. ment impact fee funds to assure adequate H. "Residential acre equivalent factor" cash flow. Interest charged on each loan (RAL) is a conversion factor used to reflect shall be the same as the rate earned on the service demand for each land use, with other city funds. (Ord. 1518 § 1 (part), respect to the same characteristics for a 1991) low-density, single-family detached dwell- ing unit zoned in a residential zoning cafe- 15.64.040 Payment of fees. gory ("R -LD" low-density) based on the A. The property owner of any develop - city general plan. (Ord. 1547 § 2. 1992. ment project causing impacts to public Ord. 1518 § I (part). 1991) facilities shall pay the appropriate develop- ment mitigation fee as provided in this 15.64.030 Development impact chapter. The amount shall be calculated in funds. accordance with this chapter and the pro - A. The city finance director shall create gram fee per residential acre equivalent as in the city trtasury the following special established by council resolution. interest-bearing trust funds into which all B. When such payment is required by amounts collected under this chapter shall this chapter, no final subdivision neap. be deposited: building permit or grading permit shall be - 1. Water facilities. approved for property within the city unless 2. Sewer facilities: the development impact mitigation fees for 320-19 (Lodi 7-". 15.64.040 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. budd- ing permit or grading permit, whichever occurs fust except as provided in subsection E of this section. D. If a final subdivision map has been issued before the effective date of the ordi- nance codified in this chapter, then the fees shall be paid before the issuance of a build- ing permit or grading permit, whichever comes first except as exempted under Sec- tion 15.64.110 of this chapter. E. Where the development project includes the installation of public improve- ments, the payment of fees for Police, Fre, Paries and Recreation and general city facili- ties and program administration 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 attor- ney. (Ord. 1526 § 2. 1991; Ord. 1518 § 1 (part), 199 1) 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 im- provement 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 aAdi 7-97r 320-20 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 reso- lution and shall be updated annually, or more frequently if directed by the city coun- cil. by resolution after a noticed public hearing. The annual update shall be based on a report by the public works director including the estimated cost of the public improvements, the continued need for those improvements, and the reasonable relation- ship between such need and the impacts of _ the various types of development pending ( _ or anticipated and for which this fee is charged. In the absence of substantial changes in the projects or unit prices. the change in project cost shall be estimated by the change in the Engineering News Record 20 Cities Construction Cost Index. (Ord. 1518 § 1 (part), 199 1) 15.64.060 Calculation of fees. A. The development impact mitigation fees required under Section 15.64.040 ale calculated as follows- F=P xRAE T=AxF where: A = acreage, computed to the nearest 0.01 acre; F = fee per acre per land use category per the definitions in this chapter. rounded to the nearest ten dollars: P = program fee per residential acre equiva- lent as established by resolution; and RAE = the residential acre equivalent (RAE) factor for the appropriate land use category (see Section 15.64.070); 15.64.060 320-30a a." Ian 15.64.060 T = the total mitigation fee for each catego- ry of public facility. B. The calculated fees ate subject to adjustment per Section 15.64.120 of this code. (Ord. 1518 § 1 (part), 1991) 15.64.070 Residential acre equivalent factor. A. The residential acre equivalent factor is based on the development impact fee study. B. The residential acre equivalent (RAE) factors are as set out in the Wow- ing table. Storm General Land Use Water Sewer Drainage Streets Police Fire Parks Sc Fatuities Categories RAE RAE RAE RAE RAE RAE Recreation RAE RAE RESIDENTIAL Low Density 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 CMedium Density 196 1.% 1.00 1.96 1.77 1.96 1.43 1.43 Higli Density 3A9 3.49 1.00 3.05 4.T- 432 280 280 Eau Side Residential 1.00 1.00 1.00 1.00 1.09 1.10 1.10 1.10 P"NNED RESIDENTIAL Low Density 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 Medium Density 1.96 1.96 1.00 1.96 1.77 1.96 1.43 1.43 High Density 3.49 3.49 1.00 3M 4.7_ 432 2.80 ? SO COMMERCIAL Retail Commer- cial 0.64 0.94 133 2M 4.12 2.69 032 0.89 Office Commercial 0.64 0.94 133 337 3.73 2.46 OS4 1.53 INDUSTRIAL 320-21 15.64.070 (Ord. 1547 § 3, 1992, Ord. 1518 § 1 (part), 1991) 15.64-080 Credit and reimbursement for construction of facilities. A. Construction of Facilities in Program Year. 1. The public works director may direct or authorize the owner to construct certain facilities specified in the development im- pact fee study, or portions themof, at the time and as designated in the study, in lieu of all. or a portion of. the fee required by this chapter. The owner is entitled to a credit if the owner. (1) constructs the im- provements, (2) finances an improvement by cash or other means approved by the council, or (3) a combination of the above. The credit to be provided to the property owner shall be determined by the public works director based on prevailing construc- tion costs plus ten percent for engineering and administration and shall be approved by the council. The construction of a facility authorized by this section must consist of a usable facility or segment and be approved by the city and constructed in accordance with the city's public improvement design standards. The property owner must post a bond or other security in a form acceptable to the director for the complete performance of the construction before; credit is given. Storm Land Use Water Sewer Drainage Categories RAE RAE RAE INDUSTRIAL Recreation RAE RAE 2.00 Ligbc Industrial 036 0.42 133 Heavy Industrial 026 0.42 133 (Ord. 1547 § 3, 1992, Ord. 1518 § 1 (part), 1991) 15.64-080 Credit and reimbursement for construction of facilities. A. Construction of Facilities in Program Year. 1. The public works director may direct or authorize the owner to construct certain facilities specified in the development im- pact fee study, or portions themof, at the time and as designated in the study, in lieu of all. or a portion of. the fee required by this chapter. The owner is entitled to a credit if the owner. (1) constructs the im- provements, (2) finances an improvement by cash or other means approved by the council, or (3) a combination of the above. The credit to be provided to the property owner shall be determined by the public works director based on prevailing construc- tion costs plus ten percent for engineering and administration and shall be approved by the council. The construction of a facility authorized by this section must consist of a usable facility or segment and be approved by the city and constructed in accordance with the city's public improvement design standards. The property owner must post a bond or other security in a form acceptable to the director for the complete performance of the construction before; credit is given. a.adi 7.927 320-22 2. If the amount of credit is less than the amount of the otherwise applicable fee, the property owner shall pay the amount which, when added to the credit received for the construction of facilities, equals the fee obligation. 3. If the amount of credit is greater than the amount of the otherwise applicable mitigation fee, the property owner shall be paid the difference only from the appropri- ate development impact fee fund, after the project is accepted by the city, and at the end of the year in which the project is planned to be completed under this study. B. Construction of Facilities Prior to Program Year. 1. If the construction described in sub- section A of this section occurs before the fiscal year for which construction is sched- uled under the study, the property owner shall receive no immediate credit against the applicable fee. Ile property owner shall be reimbursed from the appropriate develop- ment impact fee fund at the end of the year General Streets Police Fire Paries & Facilities RAF RAE RAE Recreation RAE RAE 2.00 030 0.64 033 0.64 1.27 0.19 0.61 033 0.93 a.adi 7.927 320-22 2. If the amount of credit is less than the amount of the otherwise applicable fee, the property owner shall pay the amount which, when added to the credit received for the construction of facilities, equals the fee obligation. 3. If the amount of credit is greater than the amount of the otherwise applicable mitigation fee, the property owner shall be paid the difference only from the appropri- ate development impact fee fund, after the project is accepted by the city, and at the end of the year in which the project is planned to be completed under this study. B. Construction of Facilities Prior to Program Year. 1. If the construction described in sub- section A of this section occurs before the fiscal year for which construction is sched- uled under the study, the property owner shall receive no immediate credit against the applicable fee. Ile property owner shall be reimbursed from the appropriate develop- ment impact fee fund at the end of the year 9 in which the project is planned under the study program year. The reimbursable amount shall be the estimated cost of the facility as determined in subsection A.1 of this section. With specific approval of the council, reimbursement may occur after the year in which the project is planned, if in the opinion of the public works director, the delay is necessary to assure the orderly implementation of the city capital improve- ment program. 2. To implement subsection B.1 of this section. the property owner and the city shall first enter into a reimbursement agree- ment In addition to its other terms, the agreement shall provide that a. The general fund of the city is not liable for payment of any obligations arising from the agreemen>; _ b. The credit or taxing power of the city is not pledged for the payment of any obligations arising from the agreement; c. The land owner shall not compel the exercise of the city taxing power or the forfeiture of any of its property to satisfy any obligations arising from the agreement. d. The obligation arising from the agreement is not a debt of the city, nor a legal or equitable pledge, charge, lien, or encumbrance, upon any of its property, or upon any of its income, receipts or reve- nues, and is payable only from the fees deposited in the appropriate city deveiop- ment impact fee fund: e. The reimbursable amount shall be increased annually to include an amount attributable to interest. This amount shall be based on the change in the Engineering News Record 20 Cities Construction Cost Index from the January 1st index of the year of construction to the January 1st index 15.64.080 of the year of reimbursement (Ord. 1518 $ 1 (part), 1991) 15.64.090 Other authority. This chapter is intended to establish a supplemental method for funding the cost of certain facilities and services, the demand for which will be generated by the level and type of development proposed in the city general plan. The provisions of this chapter shall not be construed to limit the power of the city council to impose any other fees or exactions or to continue to impose existing ones on development within the city. but shall be in addition to any other require- ments which the city council is authorized to impose, or has previously imposed, as a condition of approving a plan, rezoning or other entitlement within the city. In particu- lar, individual property owners shall remain obligated to fund, construct, and/or dedicate the improvements, public facilities and other exactions required by, but not limited to, the city code, public improvement design standards and other applicable documents. Any credits or reimbursements under Sec- tion 15.64.080 shall not include the funding, construction, or dedications described in this section. (Ord. 1518 $ 1 (part). 1991) 15.64.100 Findings regarding use of fees. A. As required under Government Code Section 66001(d). the city shall make find- ings once each fiscal year with respect to any portion of the fee remaining unexpend- ed or uncommitted in its account five or more years after deposit -of the fee, to iden- tify the purpose to which the fee is to be put and demonstrate a reasonable relation- ship between the fee and the purpose for which it was charged. 320-23 a." M 15.64.100 B. As rewired under Government Code Section 66001(e), the city shall refund to the current record owner on a prorated basis the unexpended or uncommitted portion of the fee, and any interest accrued thereon. for which need cannot be established. (Ord. 1518 §1 (part), 1991) 15.64.110 Fee exemptions. Tire following developments are exempt from payment of fees described in this chapter. A. City projects; B. Projects constructed or financed under this chapter, C. Reconstruction of, or residential additions to single-family dwellings, but not including additional dweIling units-, D. Property which has paid a master storm drain fee pursuant to Resolution 3618 or Ordinance No. 1440 is exempt from payment of the storm drainage impact• fee except for changes in land use as described in the fee resolution - F_ Additional exemption for development projects in progress: 1. A project on a parcel (or portion of a parcel) which has, on the effective date of the ordinance codified in this section, re- ceived the appropriate development approv- al, but has not obtained a building permit and has paid appropriate mitigation fees under Resolution 3618 or Ordinance 1440, shall be exempt from imposition of the development impact mitigation fees imposed under this chapter except the sewer lift station area fees. 2. For purposes of this subsection. -ap- propriate development approval" shall in- clude: a. An approved or conditionally ap- proved tentative map; modi 1-97i 320-24 b. An approved final subdivision or parcel map. e. An approved use permit when no map was required-. d. An approved public improvement agreement 3. The exemption under this subsection shall not apply to changes in land use, pursuant to subsection D of this section for storm drainage impact fees. 4. The exemption under this subsection shall apply on projects which include a change in land use to a more intensive use as defined in this chapter only to the extent that the previously approved land use shall be considered an existing use and the pro- ject shall be charged the appropriate incre- mental increase as provided in this chapter and the fee resolution. (Ord. I526 § 3, 1991; Ord. 1518 § 1 (part), 1991) 15.64.124 Fee adjustment or waiver. A. The owner of a project subject to a fee under this chapter may apply to the public works director for an adjustment to or waiver of that fez. The waiver of this fee shall be based on the absence of any reasonable relationship between the impact on public facilities of that development and either the amount of fee charged or the type of facilities to be financed. B. The application for adjustment or waiver shall be made in writing and filed with the city cleric no later than ten days after formal notification of the fee to be charged. The application shall state in detail the factual basis and legal theory for the claim of adjustment or waiver. C. It is the intent of this chapter that: 1. The land use categories are based on general plan designations which are an average of a wide range of specific land uses; thus substantial variation must be shown in order to justify a fee adjustment: 2. The public works director may calcu- late a fee and/or require additional improve- ments when the service demand of a partic- ular land use exceeds the standards shown in the definitions or used in determining the improvements needed under the fee pro- gram. 3. The fee categories shall be consid- ered individually, thus it may occur that a fee adjustment or waiver is made in one category and not another, and 4. Where improvements providing capacity for the subject panel have already been constructed. a downward adjustment of the fee is not appropriate. D. The public works director shall consider the application at an informal hearing held within sixty days after the filing of the fee adjustment or waiver appli- cation. The decision of the public works director is appealable pursuant to Section 15.64.130. E. The applicant bears the burden of proof in presenting substantial evidence to support the application. The public works director shall consider the following factors in its determination whether or not to ap- prove a fee adjustment or waiver. 1. The factors identified in Section 66001: a. The purpose and proposed uses of the fez. b. The type of development, 320-24a 15.64.120 a.i r-qz 15.64.120 c. The relationship between the fee's of the proceeding. The council shall consid- use and type of development, er all relevant evidence presented by the d. The need for improvements and the appellant, the public works director or other type of development, and interested party. e. The amount of the fee and the por- E The decision of the city council is tion of it attributable to the development; final; it is reviewable by a court under Code and of Civil Procedure Section 10945. 2 The substance and nature of the F. The city adopts the Code of Civil evidence including the development impact Procedure, Section 10945, for the purposes fee study and the applicant's technical data of judicial review under this section. A supporting its request. The applicant must petition seeking review of a decision under present comparable technical information to this chapter shall be filed not later than the show that the fee is inappropriate for the ninetieth day following the date on which particular development. (Ord. 1518 § 1 the decision of the hearing officer becomes (party 1991) final- (Ord. 1518 § 1 (part), 1991) 15.64.130 Appeal procedurY. 15.64.140 Severability. A. The public works director is respon- If any provision or clause of the ordi- sible for administering. collecting, crediting, nance codified in this chapter or the appli- adjusting, and refunding development fem cation thereof to any person or cnrcamstanc- Cr A decision by the public works dire= es is held to be unconstitutional or to be regarding a fee imposed under this chapter otherwise invalid by any court of competent is appealable in accordance with this sec- jurisdiction, such invalidity shall not affect tion. A person seeking judicial review shall other ordinance provisions or clauses or first seek an appeal under this section. applications thereof which can be imple- B. A person appealing a decision under mented without the invalid provision or this chapter shall file a request with the clause or application, and to this encs the public works director who is responsible for provisions and clauses of the ordinance processing the appeal. The appeal shall be codified in this chapter are declared to be in writing, stating the factual and legal severable. (Ord. 1518 § 1 (pari}, 1991) grounds, and shall be filed within ten calen- dar days following the decision of the pub- lic works director being appealed- C- The public works director shall notify the city manager of the appeal The City manager shall set the matter for hearing before the city council and notify the person appealing in writing of the time and place. D. The city cotimal shall conduct the hearing prepare written findings of fact and a written decision on the matter, and shall preserve the complete administrative record 320-25 ( 1041) STAT, ..-.T FINANCE DEPARTMENT CITY OF LODI City Hall / 221 West Pine Street / P.O. Box 3006 / Lodi, CA 95241-1910 Telephone (209) 334-5634 • 6/20/95 F Mr. Richard Galantine DATE 2417 Summerset Court Lodi, CA 95240 E-1309 INVOICE NO. L J Make your check payable to CITY OF LODI CITY OF LODI Please detach and return this stub with your payment. Richard Galantine 6/20/95 DATE E-1309 INVOICE NO. 176 (Rev 4.92) Reminder. — Did you include your stub? •y AMOUNT AMOUNT Fees for development at 901 S. Cherokee Lane $19,782 30 819,782 30 Charges for Development Impact Mitigation Fees, I per attached Summary Sheet. GALANTIN.DOC 176 (Rev 4.92) Reminder. — Did you include your stub? •y CITY O F L O D I Development impact Mitigation Fee _}5 PUBLIC WORKS DEPARTMENT Summary Sheet Subdivision: nla n/a nfa Name Tract i File t Parcel: 901 S. Cherokee Lane, Lodi, CA 95240 n!a Address Const Appl. # 047-390-002 AP s Developerlowner. Richard Gallantine (Riverbend Motors) Name 2417 Summerset Court, Lodi, CA 95240 Address Project Description: Used car lot on undeveloped southerly portion of parcel GP Land Use Category. C-2 Parcel Project (if different) Fee Category Account # P RAE I Ad'. I F A T 1) Water Facilities 18.2-661 $ 5,690.00 0.64 $ 3,640.00 0.47 $ 1,710.80 2) Sewer Facilities - General 17.3-661 $ 1,060.00 0.94 $ 1,000.00 0.47 $ 470.00 - Litt Station _; 3) Storrs Drainage Faalities 326-661 $ 7.630.00 1.33 $ 10,150.00 0.47 $ 4,770.50 4) Street improvements - Local 327-661 $ 5,440.00 208 $ 11,320.00 0.47 $ 3.085.83 Street Improvements - Regional 33.2661 - S 2,234.57 5) Police Protection Facilities 121.5-661 $ 1,130.00 4.12 $ 4,660.00 0.47 $ 2.190.20 6) Fire Protection Facilities 121.6-661 $ 540.00 269 3 1,450.00 0.47 $ 681.50 7) Paries & Recreation Facilities 121.7-661,$ 11,830.00 0.32 $ 3,790.00 0.47 $ 1,781.30 8) General City Fac. & Prog. Admin. 121.8-6611$ 6,830.00 0.89 $ 6,080.00 0.47 $ 2.857.60 P - Program Fee per Residential Acre Equivalent (RAE) per Resolution 91-172. Total 1-8: $19,782.30 due prior to project approval RAE =Residential Acre Equivalent per LMC 515.64.070, unless adjusted. Adj. - Checked if RAE is adjusted, see Notes below. F = Fee per acre (rounded to nearest $10.00) - P x RAE. A a Gross acreage per LMC 315.64.020A & 15.64.060 (rounded to nearest 0.01 acre). T — Total Fee for service category — A x F. Notes: 1. The acreage has been adjusted to allow credit for the existing residential development and previously existing shop and laundry buildings which have been demolished. By: Ks 2cle .4 Approved! , 11( Record #: Date Billed: 6120/95 Date Paid: (Fee category 1 thru 8) CITY O LODICOMMERCIAL WATER/WASTEWATER PUBLIC WORKS DEPARTMENT QUESTIONNAIRE This questionnaire is for businesses which use and discharge water only from normal employee restroom uses and/or the business type is listed In one of the commercial categories below. Attach additional sheets if needed. jype or print clear Name of proposed business: Proposed address of Lodi operation: Present address of business or home office: Person to contact about questionnaire: Phone:( ) or ( GENERAL INFORMATION Which category number(s) below best describes your business? User Description Unit of Measure per bay t. Meeting place' religious seating capacity Give a brief description of how your proposed business 2. Meeting place, public public seating capacity. students 3. Hotel, motel without kltehenettes beds may differ from the typical business in the category(s) 4 Hotel, motel with kitchenettes each unit Indicated. 5. Veterinary clinic employees seating capacity 6. Post office employees employees 7. Funeral parlor employees employees S. service station with servfce garages pumps 9. Service station without service garages pumps 10. car wash, automatic Cay per Cay 11. Car wash, sell serve bays per bay 12. Sotool, Bth grade and below students 13. High school students 14. Eating place, "sting only seating capacity 15. Eating place, seating and take-out. seating capacity` 16. Eating place. 'pizza parlor seating capacity 17. Eating place, takeout only employees 18 Lunch truck business employees 19. Laundry, cotrtop.. reg. mach, machines 20. Laundry, coin op., big mach. machine 21. Dry cleaning employees 22. Dentist's office employees 23. Office, store, warehouse, employees manufacturer (dry), Doctor's, Chlropractors and x-ray offices 24. Grocery Store, Supermarket (Having employees veg/trust or butcher/meet sections) 25. Bar seating capacity, 26 Barber. beauty shop workstations 27, hospital, convalescent tome beds 28 best and retirement home bads 29 Mobile home perk pads 30 RV dump station *talions *if seating capacity is unknown submit the area (in square feet) of t+e seating area (restaurants) or hail/pew, gree Continued on side two. Commercial Business Questionnair( Side 2- 1. Total number of employees: Existing employees (expansions only) Initial employees (or after expansion) Ultimate employees (by approximately month , 19 } 2. For categories which list units of measure other than employees (i.e. seating capacity, beds, etc.) list the initial and ultimate numbers for the units of measure. Unit of measure (from side one): Existing (expansions only) Initial (or after expansion) Ultimate (by approximately month Other Information: 3. Will there be or is there handling of chemicals or toxic substances? (not incl. packaged Items to be sold) Yes No if yes, please list. (attach MSDS sheets If available) - .. 4. Any special water needs or circumstances? (i.e. temperature, booster pump, minimum water pressure, etc.) Yes No if yes, explain 5. Any special wastewater (sewer) discharge needs or circumstances? (i.e. batch dumping, organics, grease) Yes No if yes, explain 6. Any special storm drain needs or circumstances? (i.e. washdowns, potential spills) Yes_ No_ _ if yes, explain 1 attest that the information given is correct to the best of my knowledge. Signed: Type or print name and title: Date Return to: Lodi City Hall, Building Inspection For questions call: 221 West Pine Street, Lodi, CA 95240 Water/Wastewater Office (209) 333-6740 Aedsed 1117192 . CITY COUNCIL STEPHEN J. MANN, Mayor DAVID P. WARNER Mayor Pro Tempore RAY C. DAVENPORT PHILLIP A. PENNINO JACK A. SIECLOCK CITY OF LODI CITY HALL, 221 WEST PINE STREET P.O. BOX 3006 LODI, CALIFORNIA 95241-1910 FAX (209) 333-6842 May 12, 1995 Riverbend Motors Attn: Richard Galantine 821 S. Cherokee Lane Lodi, CA 95240 SUBJECT: 901 S. Cherokee Lane EXHIBIT C THOMAS A. PETERSON City Manager JENNIFER M. PERRIN City Clerk BOB McNATT i City Attorney As we discussed on the phone, we have reviewed the asphalt concrete that was placed in the Cherokee Lane right-of-way today and have several concerns. Before we can issue an encroachment permit and allow the new asphalt to remain, we need a written response explaining what you will do to keep vehicles from parking in the area between the future curb and the right-of-way and what your plans are for protecting the pedestrians walking along Cherokee Lane, how you plan on controlling access to the site, and how the drainage both on-site and off-site will be directed into the storm drain system. There is a speed limit sign and a utility pole in the new asphalt that must also be protected from vehicles. This protection should also be included in your discussion. We will review your plan and respond with our comments. You have also done some grading and compaction work in Vine Street. No additional work may be done in this street right -of -way without an encroachment permit. Again, before the City will issue an encroachment permit for other work in Vine Street, we must see and approve a plan showing your proposed grading, paving and traffic control. Should you have any questions, my phone number is 333-6706. Wes Fujitant Senior Civil Engineer cc: Street Superintendent Associate Civil Engineer - Development Services P.W. Inspector McVicker - 1.901CHERS)oc °>.' EXHIBIT D R jjCC��j,,.T'C, JUN 3 01995- NOTICE OF APPEAL;, i 4lIC 11'OJF LODI .^.tis DF?gF,T,Vc\7 Pursuant to Section 15.64.130 of the Lodi Municipal Code, Richard Galantine hereby appeals the decision of the Public Works Director assessing development impact mitigation fees regarding the property located at 901 South Cherokee Lane. The basis of the appeal includes, but is not limited to: 1. Representations made to Mr. Galantine by -City staff concerning the applicability of the development impact mitigation fee and the cost thereof. 2. The applicability of the development impact mitigation fee to the works performed by Mr. Galantine. 3. The fees are being imposed for matters not reasonably related to the work done by Mr. Galantine. 4. The works performed by Mr. Galantine do not constitute a "development". 5. The mitigation fees sought are not. directly or indirectly related to the work done by Mr. Galantine. 6. The work done by Mr. Galantine will not generate new demand for facilities. 7. The amount of the fees is arbitrary, unreasonable and capricious. DATED: June 30,'1995. MULLEN, SULLIVAN & NEWTON Byve- STEPHEN C. SNIDER Attorneys for Richard Galantine CITY COUNCIL STEPHEN J. MANN, Mayor DAVID P. WARNER Mayor Pro Tempore RAY G. DAVENPORT PHILLIP A. PENNINO JACK A. SIEGLOCK CITY OF LODI Stephen C. Snider Mullen, Snider & Newton 1111 W. Tokay Street Lodi, California 95242 CITY HALL, 221 WEST PINE STREET P.O. BOX 3006 LOD1, CALIFORNIA 95241-1910 (209) 333.6706 FAX (209) 333-6842 July 27, 1995 SUBJECT: Estimated Cost of Improvements 901 S. Cherokee Lane EXHIBII E THOMAS A. PETERSON City Manager JENNIFER M. PERRIN City Clerk In accordance with our discussion on July 20, 1995, we have prepared an estimate of the cost for design and installation of street improvements on Cherokee Lane required under Item 6 in our letter dated June 20, 1995. The improvements include curb, gutter, sidewalk, street paving, landscaping and irrigation. Our rough estimate for the cost of this work is $21,000.00. As we discussed, since the parcel is located in the assessment district currently under development for the Cherokee Lane Improvements portion of the Central City Revitalization Program, it may be possible to add the cost of the street improvements to the assessment for the parcel. This would provide some financial relief in the form of reasonable interest rates and term of repayment. Listed below are the approximate costs for the parcel under the Central City Revitalization Program assessment district, including the cost of the street improvements mentioned above. The annualized debt costs assume an interest rate of 7 percent and a repayment term of 15 years as shown in the Central City Revitalization Program Conceptual Development Phase documents. The costs for the parcel are based on a lineal frontage of 178.89 feet on Cherokee Lane and a parcel area of 41,950 square feet. City Attorney Mullen, Snider & Newton July 27, 1995 Page 2 Assessment District Improvements Cash Payment $13,880.00 Annual Payment, if no cash payment $ 1,900.00 Street Improvements Cash Payment $ 21,000.00 Annual Payment, if no cash payment $ 2,650.00 If you have any questions, please contact me at (209) 333-6706. Richard C. Prima, Jr. City Engineer RCP/SAW cc: City Attorney Associate Civil Engineer t CITY HALL 221 WEST PINE STREET P.O. BOX 3006 LODI, CALIFORNIA 95241-1910 (209) 333-6701 (209) 333-6807 FAX October 3, 1995 CITY OF LODI CITY ATTORNEY'S OFFICE OCTLp DCHIBIT F John M. Luebberke Deputy City'Attorney Mr. Steve Snider Mullen, Sullivan & Newton 1111 W. Tokay Street Lodi, California 95242 Re: Richard Galantine Dear Mr. Snider: 041995' (147'7�111..t CITY OF LCD! Enclosed please find a revised Development Impact Mitigation Fee Summary Sheet for Mr. Galantine's project. Please note that the impact fees have been reduced by approximately $10,000:00 under the original estimate. This change is based on the Commercial Water/Wastewater Questionnaire submitted by Mr. Galantine on or about September 24, 1995. If you have any questions or concerns please contact me directly. Sincerely, _7� JOHT M-LUEBBERKE Deputy City Attorney JML/pn cc: Sharon Welch Rich Prima J:\CA\CITY\CORRES\L-GALLTN.DOC CITY OF L O D I Development Impact Mitigation Fee PUBLIC WORKS DEPARTMENT Summary Sheet Subdivision: •nla n1a n/a Name Tract i File i Parcel: 901 S. Cherokee Lane, Lodi, CA 95240 rda Address const. App. 0 047-390-002 AP 4 Developer/owner. Richard Galantine (Riverbend Motors) Name 2417 Summerset Court, Lodi, CA 95240 Address Project Description: Used car lot on undeveloped southerly portion of parcel GP Land Use Category. Fee Category C-2 Parcel Account ;#1 f P { RAE J Adj. Project (i different) F I A T 1) Water Facilities 18.2-66113 5,690.001 0.121 x(1) S 680.00 0.47- S 319.60 2) Sewer Facilities - General 17.3-6611$ 1.060.001 0.271 x(1) ':S 290.00 I 0.47' S 136.30 - Uft Station i 1 Ij ,R i:2 3) Storm Drainage Facilities 326-661► S 7,630.001 1.33( IS 10.150.00 1 0.47' S 4,770.50 4) Street Improvements - Loral :32.7-6611S 5.440.001 0.391 x(2) IS 2,120.00 0.47 • S 577.91 Street Improvements - Regional 33.2-661 = _ «?i -:7 ,W$ S 418.49 5) Police Protection Facilities 121.5-66113 1,130.001 4.121 15 4,660.00 1 0.47' S 2190.20 6) Fre Protection Facilities 121.6.66115 540.00( 2691 15 1.450.00 0.47' S 681.50 7) Parks & Recreation Facilities 121.7-6611 S 11.830.001 0.021 x(3) IS 240.00 0.47- S 11280 8) General City Fac. & Prog. Admin. 121.8.661 S 6.830.001 0.071 x(3) 1$ 480.00 1 0.47' S 225.60 Total 'f S9 432 90 P — Program Fee per Residential Acre Equivalent (RAE) per Resolution 91-172. due prior to project approval RAE - Residential Acre Equivalent per LMC 115.64.070, unless adjusted. Adj. - Checked if RAE is adjusted, see Notes below. F Fee per acre (rounded to nearest $10.00) — P x RAE. A = Gross acreage per LMC 115.64.020A & 15.64.060 (rounded to nearest 0.01 acre). T - Total Fee for service category - A x F. • The acreage tot all categories has been adjusted to allow credit for the existing residential development and previously existing shop and laundry buildings which have been demolished. Notes: 1. The water and sewer fees are based on the sewer service units (SSU) at sewer capacity fee assigned to the project. Based on the employee information provided on the WeterfWaste water Questionnaire, the RAE factors were adjusted to reflect the minimum capacity fee of 1 SSU. 2. The RAE factor was adjusted based on information obtained from the ITE 'Trip Generation' manual for similar land uses. 3. The RAE factors were adjusted based on information contained in the Water/Wastewater Questionnaire. The fees are based on one (1) full-time employee (the owner!. By- Approved: Record #: Date Billed: Date Paid: (Fee category 1 thru 8) CITY Ol LODI Carnegie Forum 305 West Pine Street, Lodi :to NOTIud OF PUBLIC HEARING Date: March 20, 1996 Time: 7:00 p.m. For information regarding this notice please contact: Jennifer M. Perrin City Clerk Telephone: (209) 333-6702 NOTICE OF PUBLIC HEARING NOTICE IS HEREBY GIVEN that on Wednesday, March 20, 1996, at the hour of 7:00 p.m., or as soon thereafter as the matter may be heard, the City Council will conduct a Public Hearing to consider the following matter: a) Appeal received from Mullen, Sullivan & Newton on behalf of Richard Gallantine regarding mitigation fees for the applicability of the dedication and off-site improvement sections of the Lodi Municipal Code. All interested persons are invited to present their views and comments on this matter. Written statements may be filed with the City Clerk at any time prior to the hearing scheduled herein, and oral statements may be made at said hearing. If you challenge the subject matter in court, you may be limited to raising only those issues you or someone else raised at the Public Hearing described in this notice or in written correspondence delivered to the City Clerk, P.O. Box 3006, at or prior to the Public Hearing. By Order of the Lodi City Council: n ie nn ity Cler Dated: February 21, 1996 Apprqd a o form: rnL ebbe City Attorney J:1CITYCLR"ORMSWOTGEN2.DOC 270196 0 Public Hearing - Richard Gallantine Appeal On February 22, 1996 in the City of Lodi, San Joaquin County, California, I deposited in the United States mail, envelopes with first-class postage prepaid thereon, containing a copy of the Notice attached hereto, marked Exhibit "A"; said envelopes were addressed as is more particularly shown on Exhibit "B" attached hereto. There is a regular daily communication by mail between the City of Lodi, California, and the places to which said envelopes were addressed. I declare under penalty of perjury that the foregoing is true and correct. Executed on February 22, 1996, at Lodi, California. Jennifer M. Perrin City Clerk deemail/forms MAILING LIST John M. Luebberke Deputy City Attorney Sharon Welch Public Works Department Mullen, Sullivan & Newton P.O. Box 560 Lodi, CA 95241-0560 advinslforms CITY OF NODI NOTIC OF PUBLIC HEARING Carnegie Forum Date: April 3, 1996 305 West Pine Street, Lodi Time: 7:00 p.m. For information regarding this notice please contact: Jennifer M. Perrin City Clerk Telephone: (209) 333-6702 NOTICE OF CONTINUED PUBLIC HEARING NOTICE IS HEREBY GIVEN that on Wednesday, April 3, 1996 at the hour of 7:00 p.m., or as soon thereafter as the matter may be heard, the City Council will conduct a Continued Public Hearing at the Carnegie Forum, 305 West Pine Street, Lodi, to consider the following matter: a) Appeal received from Mullen, Sullivan & Newton on behalf of Richard Gallantine regarding mitigation fees for the applicability of the dedication and off-site improvement sections of the Lodi Municipal Code All interested persons are invited to present their views and comments on this matter. Written statements may be filed with the City Clerk at any time prior to the hearing scheduled herein, and oral statements may be made at said hearing. If you challenge the subject matter in court, you may be limited to raising only those issues you or someone else raised at the Public Hearing described in this notice or in written correspondence delivered to the City Clerk, P.O. Box 3006, at or prior to the Public Hearing. By Order of the Lodi City Council: nifer M. errin Clerk Dated: March 20, 1996 Approved as to form: - -; ('2' 6, z e ". f, X, � '4� Randall A. Hays City Attorney J:%CITYCLRKIFORMS%NOTGEN.DOC 3/21196 �Q< FO_PIF DECLARATION OF MAILING R�Q Continued Public Hearing - Gallantine Appy On March 21, 1996 in the City of Lodi, San Joaquin County, California, I deposited in the United States mail, envelopes with first-class postage prepaid thereon, containing a copy of the Notice attached hereto, marked Exhibit "A"; said envelopes were addressed as is more particularly shown on Exhibit "B" attached hereto. There is a regular daily communication by mail between the City of Lodi, California, and the places to which said envelopes were addressed. I declare under penalty of perjury that the foregoing is true and correct. Executed on March 21, 1996, at Lodi, California. Jennifer M. Perrin City Clerk Jacq elin . Taylor Depu yt lerk decmail/forms MAILING LIST John M. Luebberke Deputy City Attorney Sharon Welch Public Works Department Mullen, Sullivan & Newton P.O. Box 560 Lodi, CA 95241-0560 advinslforms CITY COUNCIL DAVID P. WARNER, Mayor PHILLIP A. PENNINO Mayor Pro Tempore RAY G. DAVENPORT STEPHEN J. MANN JACK A. SIECLOCK CITY OF LODI Mullen, Sullivan & Newton 1111 W. Tokay Street Lodi, CA 95242 CITY HALL, 221 WEST PINE STREET P.O. BOX 3006 LODI, CALIFORNIA 95241-1910 (209) 333-6 70 6 FAX (209) 333.6842 March 13, 1996 H. DIXON FLYNN City Manager JENNIFER M. PERRIN City Clerk RANDALL A. HAYS City Attorney SUBJECT: Public Hearing to Consider Appeal Received from Mullen, Sullivan & Newton on Behalf of Richard Galantine Regarding Mitigation Fees and for the Applicability of the Dedication and Off -Site Improvement Sections of the Lodi Municipal Code Enclosed is a copy of background information on an item on the City Council agenda of Wednesday, March 20, 1996, at 7 p.m. The meeting will be held in the City Council Chamber, Carnegie Forum, 305 West Pine Street. The Council will conduct a public hearing on this item. You are welcome to attend and speak at the appropriate time. If you wish to write to the City Council, please address your letter to City Council, City of Lodi, P. O. Box 3006, Lodi, California, 95241-1910. Be sure to allow time for the mail. Or, you may hand -deliver the letter to the City Clerk at 305 West Pine Street. If you wish to address the Council at the Council meeting, be sure to fill out a speakers card (available at the Carnegie Forum immediately prior to the start of the meeting) and give it to the City Clerk. If you have any questions about communicating with the Council, please contact Jennifer Perrin, City Clerk, at (209) 333-6702. If you have any questions about the item itself, please call Sharon Welch at (209) 333-6706. flackic L. onsko rks Director JLR/pmf Enclosure cc: City Clerk NCCPH901.130C NOTICE OF APPEAL Pursuant to Section 15.44.100 of the Lodi Municipal Code, Richard Galantine hereby appeals the decision of the Public Works Director to subject the property located at 901 South Cherokee Lane to the conditions and requirements of Chapter 15.44 of the Lodi Municipal Code, Off -Site Improvements and Dedications. The basis of the appeal includes, but is not limited to: 1. Representations made to Mr. Galantine by City staff concerning the applicability of the Off -Site Improvements and Dedications provisions. 2. The works performed by Mr. Galantine do not constitute a "development." 3. The works performed by Mr. Galantine are exempt pursuant to Lodi Municipal Code Section 15.44.040. 4. The application of Chap ter 15.44 represents a taking without just compensation. 5. Mr. Galantine's orocedu= al and substance of due process rights have been violated. 6. The imposition of Chapter 15.44 is arbitrary, unreasonable and capricious. DATED: July 5, 1995. MULLEN, SULLIVAN & NEWTON By STEPHEN C. SNIDER Attorneys for Richard Galantine REQUEST FOR FEE ADJUSTMENT OR WAIVER Pursuant to Section 15.64.120 of the Lodi Municipal Code, Richard Galantine hereby requests a fee adjustment or waiver from the Public Works Director concerning the development impact mitigation fees assessed on the property located at 901 South Cherokee Lane. Richard Galantine was notified of said imposition on June 26, 1995. The basis of this request includes, but is not limited to. 1. Representations made to Mr. Galantine by City staff concerning the applicability of the development impact mitigation fee and the cost thereof. 2. The applicability of the development impact mitigation fee to the works performed by Mr. Galantine. 3. The fees are being imposed for *-tatters not reasonably related to the work done by Mr. Galantine. 4. The works performed by Mr Galantine do not constitute a "development." 5. The mitigation fees sought are not directly or indirectly related to the work done by Mr. Galantine or the affects thereof. 6. The work done by Mr. Galantine will not generate new demand for facilities. 7. The amount of the fees is arbitrary, unreasonable and capricious. DATED: July 5, 1995. MULLEN, SULLIVAN & EWTON By STETPH 1 -C . SNIDER Attorneys for Richard Galantine July 31, 1995 Richard C. Prima, Jr. City Engineer City of Lodi P. O. Box 3006 Lodi, CA. 95241 John Luebberke Assistant City Attorney City of Lodi P. O. Box 3006 Lodi, CA. 95241 RE: Richard Gallantine 901 S. Cherokee Lane Dear Richard and John: The purpose of this letter is to confirm one aspect of our recent meeting. At that time, it was agreed that we would continue the hearing before the City Council on the issues of the mitigation fees and the applicability of the dedication and off-site improvement sections while we attempt to negotiate some type of resolution of our disagreements. At such time as we reach an impasse or are unable to agree with regard to these issues, the matter will then be put on the City Council hearing calendar. Hopefully, in the meantime, we can reach a solution. Please let me know immediately if this misstates our agreement. Thank you for your consideration. Very truly yours, MULLEN, SULLIVAN & NEWTON by STEPHEN C. SNIDER SCS:sw cc: Richard Gallantine MULLEN, SULLIV -N & 11TENVTON THOMAS J. NEWTON ATTORNEYS AT LAW Oi C7ur.5[L CRAIC` RASMUSSEN ROBERT M. MULLEN STEPHEN C. SNIDER IIII WEST TOKAY STREET C. M. 'BUD' SULLIVAN JAMES V. DEMERA III P. 0. BOX 560 LODI. CALIFORNIA 95241-OS60 (20 91 334-514+ FAX (2091 333-1034 July 31, 1995 Richard C. Prima, Jr. City Engineer City of Lodi P. O. Box 3006 Lodi, CA. 95241 John Luebberke Assistant City Attorney City of Lodi P. O. Box 3006 Lodi, CA. 95241 RE: Richard Gallantine 901 S. Cherokee Lane Dear Richard and John: The purpose of this letter is to confirm one aspect of our recent meeting. At that time, it was agreed that we would continue the hearing before the City Council on the issues of the mitigation fees and the applicability of the dedication and off-site improvement sections while we attempt to negotiate some type of resolution of our disagreements. At such time as we reach an impasse or are unable to agree with regard to these issues, the matter will then be put on the City Council hearing calendar. Hopefully, in the meantime, we can reach a solution. Please let me know immediately if this misstates our agreement. Thank you for your consideration. Very truly yours, MULLEN, SULLIVAN & NEWTON by STEPHEN C. SNIDER SCS:sw cc: Richard Gallantine February 2, 1996 City Clerk City of Lodi P. O. Box 3006 Lodi, CA. 95241 RE: Appeal of Richard Gallantine Dear Madam Clerk: On July 31, 1995, my client, Richard Gallantine, agreed to continue any hearing before the City Council on the issue of mitigation fees or the applicability of the dedication and off-site improvement sections of the City Code while we attempted to negotiate some type of resolution of our disagreements. At this time, it appears we have reached an impasse, and the purpose of this letter is to request that the matter be put on the City Council calendar for public hearing. I would request that the matter be noticed at the meeting on February 21, 1996, and the public hearing to occur at the meeting on March 20, 1996. comments. Please let me know if you have any questions or Very truly yours, MULLEN, SULLIVAN & NEW -TON by STEPHEN C. SNIDER SCS:sw cc: City Attorney's Office Public Works Department Richard Gallantine MULLEN, SULLIVAN & NEWTON 7HOMAS J. NEWTON CRAIG ATTORNEYS AT LAWO/ CL CRAIG RASMUSSEN ROBERTT H. M. MULLEN STEP-EN C. SNIDER IIII WEST TOKAY STREET C. M.'9UO- SULLIVAN .TAMES V. OEMERA III P. O. 80X-SGO LOOI, CALIFORNIA 95241-OS60 (209) 334-5144 FAX 12091333-1034 February 2, 1996 City Clerk City of Lodi P. O. Box 3006 Lodi, CA. 95241 RE: Appeal of Richard Gallantine Dear Madam Clerk: On July 31, 1995, my client, Richard Gallantine, agreed to continue any hearing before the City Council on the issue of mitigation fees or the applicability of the dedication and off-site improvement sections of the City Code while we attempted to negotiate some type of resolution of our disagreements. At this time, it appears we have reached an impasse, and the purpose of this letter is to request that the matter be put on the City Council calendar for public hearing. I would request that the matter be noticed at the meeting on February 21, 1996, and the public hearing to occur at the meeting on March 20, 1996. comments. Please let me know if you have any questions or Very truly yours, MULLEN, SULLIVAN & NEW -TON by STEPHEN C. SNIDER SCS:sw cc: City Attorney's Office Public Works Department Richard Gallantine Li W, 170,89 Mi !� p L y.38 -Aj N Dw-, ,A c L I TY?. or 4 P U FIV6; ------------ r 3 12- r6 - FL a i iof GHIL--P-O.KLEJ4% - �'ITr Y'iA� L,<�'bUT CERTIFIED Punic AccouNTANr RICHARD CERESA March 14, 1996 To Whom It May Concern, Re: Richard Galantine Rental 901 S. Cherokee Lane Richard Galantine has been a tax client of mine since 1986 and I have prepared his Federal and State Individual Income Tax from 1986 through 1994. Attached is a copy of the Schedule E (Supplemental Income and Loss - From Rental Property) for 901 South Cherokee Lane, Lodi, Ca., that was attached to his 1994 Federal Income Tax Return (Form 1040). The information used to prepare the Schedule E for 1994 for 901 S. Cherokee Lane was provided by Richard Galantine. I have not audited or reviewed the information provided by the owner of the property in preparing the income tax returns. Sincerely yours, Encls: 209 W:10th Street • P.O. Box 1004 • Tracy, CA 95378 • (209) 833-1819 • Fax (209) 833-1889 SCHEDULE E (Form 1040) Department of the Treasury Internal Revenue Service Supplemental Income and L _ ,s (From rental real estate, royalties, partnerships, S corporations, estates, trusts, REMICs, etc.) ►Attach to Form 1040 or Form 1041. ► See Instructions for Schedule E (Form 1 OMB No. 1545-0074 11994 Attachment Sequence No. 13 Name(s) shown on return Your social security number RICHARD AND RENEE' GALANTINE 573-80-6353 i'tP,artjl Income or Lass From Rental Real Estate and Royalties Note: Report income and expenses from your business of rentinc personal property on Schedule C or C -EZ (see page E-1). Report farm rental income or loss from Form 4835 on page 2, line 39. 1 Show the kind and location of each rental real estate property: 2 For each rental real estate propertyYes No ------------------------- A RENTAL PROPERTY — listed on line 1, did you or your ------------- 905 S. CHEROKEE LODI CA family use it for personal purposes JB X B for more than the greater of 14 days --------------------------------- --- or 10% of the total days rented at fair C rental value during the tax year? --—————————————————————————————— — — — — —— (See page E-1.) Income: 3 Rents received ............................ 3 4 Royalties received.. 4 ......................... A 7,140 Expenses: 5 Advertising ............................... 6 Auto and travel (see page E-2) ................ 7 Cleaning and maintenance .................... 8 Conunissions ............................. 9 Insurance ................................ 10 Legal and other professional fees ............... 11 Management fees .......................... 12 Mortgage Interest paid to banks, etc. (see page E-2) 13 Other interest....... ....................... 14 Repairs ................................... 15 Supplies ................................. 16 Taxes .................................... 17 Utilities .................................. 18►Plumbing_and_Electrical --- --------------------------- --------------------------- --------------------------- --------------------------- --------------------------- --------------------------- --------------------------- --------------------------- --------------------------- --------------------------- --------------------------- --------------------------- --------------------------- 5 6 7 8 9 10 1 110 11 12 13 14 15 16 1, 8 9 1 17 1,080 18 6 847 19 Add lines 5 through 18 ...................... 20 Depreciation expense or depletion (see page E-2).. 21 Total expenses. Add lines 19 and 20............ 19 9,928 20 2,204 21 113 2 C Properties Totals B C (Add columns A, B, & C.) 22 Income (toss) from rental real estate or royalty pro- perties. Subtract line 21 from 3 (rents) or 4 (royalties). If result Is (loss), see page E-2 to find out if you must must file Form 6198 ................... . .... 22 —4,992 23 Deductible rental real estate loss ............... 23 ( 4,992 ( ) 24 Income. Add positive amounts shown on line 22. Do not include any losses..................................... 25 Losses. Add royalty losses from line 22 and rental real estate losses from line 23. Enter the total losses here ............. 26 Total rental real estate and royalty Income or (toss). Combine lines 24 and 25. Enter the result here. It Parts II, III, IV, and line 39 on page 2 do not apply to you, also enter this amount on Form 1040, line 17. Otherwise, include this amount in the total on line 40 on page 2 ................................................ 26 For Paperwork Reduction Act Notice, see Form 1040 Instructions. Schedule E (Form 1040) 199 12/31/94 Client 1399 1994 Federal Depreciation Schedule RICHARD AND RENEE' GALANTINE Page 3 573-80-6353 Date Date Cost/ Bus. Sec Basis Bonus DB Salvage Depr. Prior No. -------Description ----- Acquired Sold Basis Pct. 179 Reductn Depr. Deprec. Value Basis Deprec. Method Life Rate Depr. --- ------------ -------- -------- --------- ----- ----- ------- ----- --------- ----------------- --------- -------- ---- ------ --------- ISchedule E - RENTAL PROPERTY 39 LAND - 901 SOUTH CHEROKEE 12/31/93 120,000 120,000 0 40 RESIDENCES -901 S. CHEROKE 12/31/93 60,617 60,617 SA MM 27.5 .03636 2,204 --------- ------------ ----- --------- ----------------- --------- --------- Total Depreciation 180,617 0 0 0. 0 0 180,617 0 2,204 ;Ole t ' ' rlf" '21) % Strc.l'ton, Caiiiornia 9 206 �t�pnon:' (_UJ. ���•. iLi oi�. �.;tce �.'ot h; _.� INVOICE NO. 0019(95) JOB NO. 95-012 DATE: May 25, 1995 Richard Galatine 821 "B" South Cherokee Lane Lodi, California 95240 CONSTRUCTION INVOICE Pave parking lot on prepared grade at the corner of Cherokee Lane and Vine Street in Lodi, California as per Contract. Contract Amount Construction Completed AMOUNT DUE THIS INVOICE A/R This Invoice: $15,000.00 A/R Prev Invoice: -0- 1 Job LS $15,000.00 100% 15,000.00 $15,000.00 Terms: Payment due on or before June 1,1995. Late payment will be assessed a 2% per month late fee. Mechanics Lien will be recorded 6/11/95 if payment is not received thereby. �'a �;.!)10 .,rJ1:;;L1 �'.;t;ti_errrr•; �on(riic:ors ;Ole t ' ' rlf" '21) % Strc.l'ton, Caiiiornia 9 206 �t�pnon:' (_UJ. ���•. iLi oi�. �.;tce �.'ot h; _.� INVOICE NO. 0019(95) JOB NO. 95-012 DATE: May 25, 1995 Richard Galatine 821 "B" South Cherokee Lane Lodi, California 95240 CONSTRUCTION INVOICE Pave parking lot on prepared grade at the corner of Cherokee Lane and Vine Street in Lodi, California as per Contract. Contract Amount Construction Completed AMOUNT DUE THIS INVOICE A/R This Invoice: $15,000.00 A/R Prev Invoice: -0- 1 Job LS $15,000.00 100% 15,000.00 $15,000.00 Terms: Payment due on or before June 1,1995. Late payment will be assessed a 2% per month late fee. Mechanics Lien will be recorded 6/11/95 if payment is not received thereby. IMAGE CHECK T CUMENT TM LBan Page: 3 ' / / NAME: RICHARD GALANTINE ACCT: 2600550606 NIC... GMANrM 2100„ ".s.lrraaerM `y LOCK CA ce TitfP'rT y�77a'.Sir DOLLARS - ,S`wc/Eton .:121i0t037C2t00-26005SO6r06 -0000031600.- 5/16/95 2100 346.00 �Icw��O 2101 6/ s 1:121 10103?1:2103-2600550 6x06•.466556501L.- 5126195 0000006036/5126195 2101 60.36 laclullo owuwswlE 9102 _..,' tOetd rw SAX wJS' s i 1:11110►0371:2102-26005506x06 r000000585G. 5131/95 2102 58.59 b/UZ/9b Z1U3 104.46 111cwwo 2104 r isB 012i1Ot0371:206-MOUSSOsr06 000000L830SI 6101195 Z1U4 183.05 NICMANG CwutYnN[ Taal suruEMla Ca. MHAVG GLLtKMZ 2103 I I S..f fy11YE11ftf Ci. 100.G �� C tfLf.a IfL2 /OOQ0001692t I:t213010371:2105-260OSS06r06 _- B-A.-_� 1. 1 2 t iO 10371.2 10 3- 2600 5506x06 /00000 tO�C6� I l b/UZ/9b Z1U3 104.46 111cwwo 2104 r isB 012i1Ot0371:206-MOUSSOsr06 000000L830SI 6101195 Z1U4 183.05 NICMANG CwutYnN[ Taal suruEMla Ca. 2105 ssSa �If Gr e-ne.1 ylaa.d I Sze.V�2 /OOQ0001692t I:t213010371:2105-260OSS06r06 5131195 2105 16.92 2106 -- --I S.,Vo /f'! Bonl��S>ovdEtoa I:i2li010371:tt06-26005506x06 1000001�Oitit 5/31195 2106 140.14 Islewtaon 21071 I , LOCK CAR. "„"� /P . fi—f.S-O•G'/�9,/L� _ _J s,(�Sbt7. c:c I TiS�%sO17'.iw�7�S�V f�-fil/✓��.�a 1:32t1030371:2i07-2600SS06r06 ' I0OOL3SOO000 6/02/95 2107 13500.00