HomeMy WebLinkAboutAgenda Report - January 5, 1983 PHt
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NOQ'IC E OF PUBLIC HEARING RDGIMING
DECQARATICN OF IMPACTIC N DATED
SEPTEMBER 7, 1982 BY LODI UNIFIED
SCHOOL DISTRICT BOARD OF TFdJS1ES
WHEREAS, Ordinance No. 1149, entitled, "An Ordinance of the
City of Lodi to Provide for the Dedication of Land or Fees or Both as a
Condition to the Approval of New Residential Developments, for the
Purpose of Providing Classroom Facilities Where Conditions of
Ovesrnowding Exist in a Public School Attendance Area", which was
adopted by the Lodi City Council on August 2, 1978, provides that the
Governing body of a school district which operates, in whole or in part,
within the City of Lodi may at any time pursuant to Government Code
Section 65971, notify the City Council that it has found that:
(1) conditions of overcrowding exist in one or more attendance areas
within the district which will impair the normal functioning of
educational programs including the reason for such conditions existing,
(2) all reasonable methods of mitigating conditions of overcrowding have
been evaluated; and (3) no feasible methods for reducing such conditions
exist. Such notification shall remain in effect until withdrawn in
writing by the governing body of the school district.
Upon receipt of such notice, the City Council shall schedule
and conduct a public hearing on the notification for the purpose of
allowing interested parties to comment on the matter. Following such
Naaring, the City Council shall determine whether it contours in such
finding. If the City Council concurs, it shall by resolution designate
the school as an overcrowded school.
NOW, IMMMRE, BE IT RESOLVED that the City Council of the
City of Lodi does hereby set a Public Hearing on Wednesday,
January 5, 1983 at the hour of 8:00 p.m., or as soon thereafter as the
matter may be heard, in the Council Chambers, City Nall, 221 West Pine
Street, Lodi, California, to receive public input on notification
received frau the Lodi Unified School District declaring a state of
impaction in twenty attendance areas.
Information regarding this item may be obtained in the office
of the City Clerk at 221 West Pine Street, Lodi, California. All
interested persons are invited to present their views either for or
against the above proposal. Written statements may be filed with the
City Clerk at any time prior to the hearing scheduled herein and oral
statements may be made at said hearing.
Dated: November 17, 1982
By Order of the City Council
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John Vatsula, President
Ann Johnston, Vice -President
Bonnie Mayer, Clerk
Frances Derrick
Floyd Dale
Eleanor Todd
Robert Ball
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Administration,
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Bylertb E. Larson, Superintendent
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of Education
John Vatsula, President
Ann Johnston, Vice -President
Bonnie Mayer, Clerk
Frances Derrick
Floyd Dale
Eleanor Todd
Robert Ball
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Administration,
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Bylertb E. Larson, Superintendent
Tom- Bandelin, Assistant Superintendent
ads A2sup, Assistant Superintendent
Iftry. Starr, Facility Planner
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Joan Pipes, Acting Business M&Wer
b Wetmore, Administrative Director of Perso
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John Vatsula, President
Ann Johnston, Vice -President
Bonnie Mayer, Clerk
Frances Derrick
Floyd Dale
Eleanor Todd
Robert Ball
Administration,
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Bylertb E. Larson, Superintendent
Tom- Bandelin, Assistant Superintendent
ads A2sup, Assistant Superintendent
Iftry. Starr, Facility Planner
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Joan Pipes, Acting Business M&Wer
b Wetmore, Administrative Director of Perso
0`7
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Lodi Unified School District
1982-1983
DECLARATION OF IMPACTION
REPORT
Approved by the Board of Education
September 7, 1982
Faciliti
Prepared by
es and Planning Office
1982 - 1983
DECLARATION OF IINPACTION- REPORT
This report declaring cgntinued conditions of student overcrowding in certain
school attendance areas in the Lodi Unified School District, has been prepared
in fulfillment of the requirements of State Government Code Section 65978
and the requirements of the implementing ordinances of the Cities of Stockton and
Lodi and San Joaquin County.
DECLARATION OF IMPACTION
In January of 1982 approximately 4,970 students in the Lodi Unified School
District were considered "unhoused" by the State Allocation Board, meaning
that there were insufficient permanent classrooms to adequately house that
number of students. Enrollment projections indicate the number of unhoused
students will continue to exceed 4,S00 in the 1982-1983 school year, thereby
necessitating continued and additional temporary student housing alternatives.
It is the District's plan to house regular, special education and pull-out
program students in the following manner during the 1982 - 1983 school year.
420 permanent classrooms
??? "other" in -school spaces, ie. storage areas, work rooms, offices,
etc. that are used as classroom space
16 leased and District -owned trailers
8 mini -school rooms in temporarily converted duplexes
16 maxi -school rooms in temporarily converted duplexes
37 District -owned relocatable rooms
7 District -owned relocatable rooms for Adult Education
84 State -lease emergency portables (32 in-place, S2 new)
6 rocas in leased quarters for the Career Center
1 leased house used for blind student education
Attendance Areas are determined each year by the Assistant Superin-
tendent, Elementary Education in cooperation with the District Administration
and Staff. A publication, reviewed by the Board, is prepared each year.
There may be more than one elementary school in an Attendance Area.
2.
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Enrollment projections and classroom loading are detailed by Attendance
Area school in Exhibit A. New enrollment for the 1982-1983 year is expected
to be slightl less than or equal tothatin previous years as_a result of _
the sta*nant housing market; however, a sharp economic turnaround could
result in a sudden influx of new students if only a fraction of approximately
6,330 NEW RESIDENTIAL UNITS WITHIN THE LODI UNIFIED SCHOOL DISTRICT awaiting
appre or 7inancing are constructed. In addition, one could expect
accelerated subdivision of acreage now sTiown on local General Plan Maps for
eventual residential development, the greenbelt initiatives notwithstanding.
Based on the known extent of overcrowding, the anticipated increase in
enrollment, and the known potential for all subdivision activity within the
impacted attendance areas of the Lodi Unified School District, the Governing
Board declared the following attendance areas impacted for the purposes of
requesting the continued imposition and collection of development fees by
local governments. A copy of Board Resolution 82-40 and amending Resolution
82-43 are set forth as Exhibits B and C in this report.
Lodi Unified School District
IMPACTED SCHOOL ATnD4MNCE AREAS
1982 - 1983
Lodi Nigh School Attendance Area
Tokay Nigh School Attendance Area
Liberty High School Attendance Area
Morada Middle School Attendance Area
Senior Elementary School Attendance Area
Woodbridge Middle School Attendance Area
Needham Middle School Attendance Area
Davis Elementary School Attendance Area
Elkhorn Elementary School Attendance Area
Henderson Elementary School Attendance Area
Heritage Elementary School Attendance Area
Lakewood Elementary School Attendance Area
I.awrenee Elementary School Attendance Area
Lockeford/Clements Elementary School Attendance Area
Leroy Nichols Elementary School Attendance Area
Oakwood Elementary School Attendance Area
Otto Drive Elementary School Attendance Area
Parklane Elementary School Attendance Area
Victor Elementary School Attendance Area
Vineiwood Elementary School Attendance Area
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0 EXHIBIT B
THE DOW OF TRUSTEES OF THE LODI UNIFIED SCHOOL DISTRICT
4. OF THE CO NIY OF SAN JOAQUIN, STATE OF CALIFORNIA
RESOLUTION NJ. 82-40
1982-I983 DECLNUTION OF IWACPION
MMREAS, the development of new residential property results in the demand
for school facilities; and
IAERFAS, the construction of new residences and the resultant increase of
students continues; and
WMMAS, students from new residential units in overcrowded attendance areas
cause an immediate need for classroom solutions; and
WHIMEAS, Lodi Unified School District has considered and acted upon such
options as (1) presentation to the voters of bond measures to provide capital
funds for permanent school housing, (2) temporary buildings, (3) double sessions,
(4) bussing, (5) school attendance boundary realignment, and has considered, and
for good and sufficient reasons chosen not to act upon, (6) year-round school
attendance and (7) extended day programs (high school); and
WHEREAS, there have been no developer provided facilities as defined in
Government Code Section 65978.
MH MAS. pursuant to Government Code Section 65978 the City of Lodi has
enacted Ordinance No. 3095-C.S., and the Comty of San Joaquin has enacted Ordi-
nance No. ZS71 to assist school districts mitigating the impact of new home construc-
tion; and
Md£RFAS, the aforementioned Ordinances require residential developers to
participate in the cost of interim solutions, necessitated by the overcrowding of
existing classroom facilities due to new residential construction; and
WHEREAS. this Board has reviewed the content of the master Site Capacity
Table prepared by staff, a copy of which is attached hereto, and has approved said
report for public distribution;
DMFORE. IT IS HERM RESOLVED that the Lodi Unified School District de-
clares impaction in these school attendance areas affected by current and proposed
development plans, to wit:
Davis Elementary School Attendance Arca
Elkhorn Elementary School Attendance Area
Heritage Elementary School Attendance Area
Lakewood Elementary School Attendance Area
Lawrence Elementary School Attendance Area
Leroy Nichols Elementary School Attendance Area
Orkwood Elementary School Attendance Area
Vinewvod Elementary School Attendance Area
Wrada %fiddle School Attaadance Area
Woodbridge Middle School Attendance Area
Lodi Hifi School Attendance Area
Tokay High School Attendance Area
Liberty High School Attendance Area
BE IT FUR71 ER RESOLVED that the Superintendent be. and he hereby is. directed
tot a certified copy of this resolution and the accompanying staff report to
the City Councils of Lodi and Stockton arnd the Board of Supervisors of the County of
Satin Joaquin for the consideration and concurrence following public hearings before
their respective bodies.
PASSED AND ADOPTED this 3rd day of August, 1992, by the following vote of the
board of Trustees, to wit:
AYES: Yatsula, '"re Johnston. Todd, Derrick, Dale. Sall
NOES: Mose
ABSENT: Mose 00,
J91K VATSUU, President
Board of Trustees
MEYU, C el rfcJ
Board of Trustees
S.
EXHIBIT C
sm" THE BOARD or TRUSTEES or THE LODI UNIrIn SCWM
DISTRICT OT THE COUNTY OT SAN JOAQUIN, STATE OT CALIPORNIA
RESOLUTION 82-43
RESOLUTION AID ins RESOLUTION 82-40 1982-83 DECLARATION OT IMPACTION
WHZREAB, on the 3rd day of August, 19829 this board of Trustees duly
adopted Resolution 82-40 1982-83 Declaration of Impaction, and;
WKEREAS, said Resolution sets forth the District's condition of over-
crowded classrooms and determines the impacted attendance areas]
NOW, TNLRETORE, BE IT RESOLVED that Resolution 82-40, is hereby amended
by altering the list of Impacted Attendance Areas to include the followings
Live Oak Attendance Area
Lockefprd/Clameats Attendance Area
Parklane Attendance Are
Sr. Elementary Attendance Area
Victor Attendance Area
Needham Middle School Attendance Area
8andersoe Attendance Area
Otto Drive Attendance Area
PASSED AND ADOPTED this 7th day of September 1982. by the following
vote of the board of Trustees of the Lodi Onifisd School District, to wits
AYES: Vatsuls, Johnston, tAeyer. Ball, Derrick. Todd
NOESs None
ASSENT: None
JOHNAV TSULA. President
board of Trustees
ATTEST:
rk
SONItIE MZYER, C er�
Board of Trusts**
6.
HOUSING OPTIONS
The Lodi unified School District is actively pursuing solutions to existing and
projected student housing inadequacies on two fronts.
First, the District is pursuing permanent facilities with applications for
eight new schools and expansion of two others in -process with the Office of
Local Assistance at the State level. A summary of the status of these appli-
cations is contained in the "Facility Project Update Report" presente-' to
the District Board on August 3, 1982. In December, 1982 student housing
needs will be re-evaluated by the District, the State Board of Education and
the Office of Local Assistance. The District's applications will be reviewed
and consideration will be given to amendment or addition of projects based
on the number of unhousM students and the number of priority points.
Secondly,the District is making every effort to house children on an interim
basis with minimal adverse impact on the educational program. An important
consideration in determining the most reasonable housing alternative is the
neighborhood school concept. Also important is the equal loading policy
which causes all schools throughout the District, within a given grade
span, to house the same proportion of students relative to capacity, where
practical. Equal loading is a concept that works well in an urban area
but provides extraordinarily long bus rides for students when the area of
impaction and growth is substantially removed from the area where classrooms
are available. As growth continues, and the schools become overcrowded
before new facilities can be constructed, the District has considered and will
continue to consider the following alternatives:
Bussing
Bussing is used as an interim process to implement the equal load policy. 'The
Board finds that no pupil should be bussed from his attendance area, but if
necessary, never more than 10 miles from the "full" school to the school of
redirection.
Double sessions - Elementary Schools
Double sessions in the primary grades retain the same amount of in -class
time. In each of the instructional sections, double sessions are preceived
as being disadvantageous to the students attending school in the p.m. shift.
The fabric of society rejects the concept of young children being in school
from 12:30 p.m. to 5:00 p.m. followed by what may be an extended period of
time on the school bus. Older children (above grade 4) lose a significant
amount of instructional time through the device of double sessions, and it
is perceived as being totally unacceptable as other than an extremely short-
term measure for grade 1- 3 pupils.
Extended day programs - High Schools
Programs in the early morning or in the late afternoon may be devised to
utilize a high school plant at above - normal carrying capacity. Such
0
7.
programs are found to have relatively small pupil/parent interest, are not
conducive to intergration with established bussing schedules, and are not viable
answers to impaction.
School boundary realignment
This device has been used to accomodate growth in an immediately adjacent
attendance area. Where growth is scattered or substantially removed from
school houses with room available, realignment is ineffective. Boundary
realignment is not a viable permanent solution beyond that already accomplished
considering the growth rate of the several attendance areas in this District
and their close proximity to each other. A de -annexation of territory
(formation of a new district or transfer of territory to an existing neighboring
district) is not considered a political reality.
Year-round Schools
A year-round school program has the potential of increasing available classroom
space by 18% to 25% or more. District staff, Board members and the YRS Committee
are continuing studies on the appropriateness of YRS in LUSD and to determine
those schools most suited for possible implementation of such a program in the
1983-1984 school year.
Long term class load factors have been 27 pupils at grades K-3,
and 28 pupils at grades 4-8; hctiwever, it has been necessary because of lack
of space, to load the classrooms at an average of 30 pupils per room.
Classloading is a contractual item with teachers.
Emergency classrooms- State lease Portable:,
Assembly Bill 8, signed by the Governor on July 24, 1979, enacted
the Emergency Classroom Law of 1979. Under this Law, Lodi Unified School
District has received thirty two (32) portables for use in 1981-1982 and will
receive S2 portables for use in 1982-1983. These units are subject to recall
by the State of California should there be a greater need elsewhere in the
State. These units can be used for regular classroom programs only and must be
loaded at the rate of 30 students per unit. Although the units are quite
utilitarian and most sites have room on an interim basis, support facilities
such as play area, bathrooms, cafeteria, multi-purpose room, lockers, etc.
are taxed well beyond capacity with the additional classroom units.
Trailers
The District currently leases a number of trailers to house special education
programs. The capactiy of these units is approximately 12 students and
the lease and setup costs are two to three times the cost of the State portables.
The District will attempt to phase out all trailers in favor of State lease
portables where possible. This will require moving special education classes
into regular classrooms and regular programs into the portables.
EM
8.
Temporary Buildings
;0
The District currently leases duplexunitsfor classrooms in North Stockton.
A spot amendment to legislation was necessary to permit their use as
they do not meet earthquake safety standards. The legislation expires in
1986• These units were also very costly to setup and rents far exceed the
cost of State portables. However, they are self-contained sets. The District
also leases a store building for the ROP program.
Relocatable Units
Relocatables are herein defined as portable units owned by the District. mmy
of these units are more than 15 years old; however, they have been quite
serviceable. As a matter of policy, all new schools are being designed
with a certain lumber of relocatable portables in anticipation of a declining
enrollment situation in the fixture. This will give the District flexibility
in housing students in the future and the use of relocatables in the
master plans gives the District bonus points which can be applied towards
additional square footage in permanent buildings.
The Development Fee has become an important means for the provision of interim
housing solutions in the Nodi Unified School District, and will become
increasingly so as the District receives decreased State appropriations. Since
1978, the Lodi Unified School District has spent $1,150,670.00 to provide
interim housing (not including the $204,000 budgeted for the new portables).
In total $666,992.00 has been collected in Development Fees through June, 1982.
Consistent with the requirements of State law and the intent of local ordinances,
Development Fee revenue has been used to provide interim facilities in the
attendance area where it was collected. A detailed explanation and breakdown
of revenues and expenditures is in the June, 1982 report, "Allocation of
Development Fees."
The District can use development fees only for Interim facilities Which are
strictly defined in the State Government Code. Bas Lally portables only.
1 Section 6S"0 of the State fioverpment Code states,
For the purposes of Section 6S974, 'classroom and related facilities,' and ' elementary or hi=h
school facilities' mean 'interim facilities' as defined in this section and shall include no other
facilities.
"Interim facilities for thepurposes of Section 6S974 shall be limited to the following;
(a) Temporary classrooms not conotructed with permanent foundations and defined as structu m
containing one or more room, each of which is designed, intended, and equipped for use as a place for
formal instruction of pupils by a teacher in s school.
(b) Temporary classroom toilet facilities not constructed with permanent foundations.
(c) Reasonable site preparation and installation of temporary classroom."
Although definitely of m interim nature, the aini and maxi x-hools are excluded by definition;
Therefore, development fee revenue can not be used for the annual lease payments of :126,900.
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9.
During the time the development fees were mounded, the Lodi Unified School
District negotiated nine separate agreements with developers for direct
payment of fees to the District in -lieu of payment of the "bedroom tax" at the
_time -_of --the -building--permits. To -date, --no fees- have -been -collected --under
--
an agreement. The District is now contacting each developer during the
project planning and approval stage to request that they voluntarily enter
into an in-lieu.agreement.
fees and funds collected by the District under the authority of an agreement
can be used for any school facilities serving the attendance area. The
School District is tentatively projecting 150 new units in the 1982-1983
school year with an average fee of $700/unit which will provide a projected
revenue of approximately $105,000.
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Facilities and Flanatin�
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A Report on _
ALLOCATION OF DEVELOPMENT FEES
INTRODUCTION
The purpose of this report is to discuss the process used by Lodi Unified
School District to relate development fee revenue to expenditures for
temporary school facilities.
Contained within is a discussion on the impounded devclopment fees and a
summary of revenue amounts by jurisdiction; a summary of expenditures
incurred during the impoundment period; a fixed figure representing the
amount of development fee revenue which can be returned to the General
and/or Site Funds as a "payback;" complete detail on how that figure was
calculated; a complete listing of assumptions and qualifiers relative to
the process of allocation; an outline of the process to be used in
allocation by the District; and a summary of income and expenditures
beyond those related to the impounded fees.
DEVELOL"t Wr FEE
In 1978 the Cities of Lodi and Stockton and the County of San Joaquin
adopted ordinances requiring the collection of per bedroom fees for the
mitigation of the impact of development on specified overcrowded schools
in the Lodi Unified School District. Between 1979 and May, 1982 (inclusive)
the local agencies collected fees at the time building permits were taken
out for residences on parcels created after the date of the ordinance;
however, as a result of litigation in Shasta County, all fees were "im-
pounded" until the State Supreme Court settled the issue, whereupon the
"impounded" fees, plus interest, were released to the School District.
A summary of the impounded development fees (also called the bedroom tax
and impaction fee) is shown below.
Since release of the "impounded" fees each jurisdiction sends the District
a check as fees are received and an accounting of where the subject
residence is I(cated by sWAivision. It is this information which
enables the District to allocate the fees by attendance area or school.
I 1 II �is 715N41,01 W II/502:15M T
SCHOOL ATLE7+QIAN(� AREA
SUBDIVISION
FEES COLLECTED
Development Fees - Lodi as of 3/16/82
Fox Creek
141,662.00
Heritage - Sr. Elan - Tokay High
Cambridge Place
S 44,094.36
Nichols Sr. Elen - Tokay High
Beckman Ranch
6,063.01
Winchester Oaks
36°170.18
Reese - Woodbridge - Lodi High
MiIIswood
30,190.40
Vinawood/Henderson - Sr. E1 - Tokay
Lakeshore village9,80
; d
Developm t Fees - Stockton as of March. 1982
Elkhorn - Sr. Elam - Tokay High
Colonial Estates No.
$ 273,232.00
Davis - MDrada - Tokay High
Fox Creek
141,662.00
Clairmont 81
S4,174.00
Parklane - Sr. Elem - Tokay High
Sum*rplace III
10°463.00
1st Pentecostal Church
6,680.00
s-6.111.00
IWevelopment Fees - San Joaquin County as of 4/30/83 S 26.412.00
Listed with Revenue/Expenditure Accounting Forms
GRAND KCAL6; '38, 9a • o
• Interest included in each subdivision total - Lodi - S 6,719.74
Stockton - S8,906.00
•' Last 1/4 revenue for 1981-82 - $3,380
(See Chart at end of Report).
INMIM FACILITY EXPENDITURES
Between 1977 and 1982 the District incurred a number of expenditures for
the purpose of providing interim housing facilities, consistent with the
provisions of the State Government Code. All of these expenditures were
made from Pund 01 (the General Fluid) and Fund 03 (the Site ), and most
were made with the expressed intention of applying development fee revenue
towards those expenditures when it became available. Interim housing expen-
ditures during this period are detailed below.
-2-
INT'ERIM HOUSING EXPENDITURE REVIEIV
Original_ Expenditure__
School
Expenditures Through June 30, 1982
Fiscal Year
Ful 03
Fund 01 ••
77 - 78
Parklane Mini
0
S 93,169
Relocate Portables
Lockeford(2)Elkhorn(1) ! $22,562 0
67,686
78 79
Relocate Portables - Elkhorn
f 24,018
0
79 80
Relocate Portables
Parklane (9)Oakwood (6)/
442,875
0
Tokay High (2) i $26,051.47
Elkhorn Mini
9,S2S
44,200
BO 81
State Portables ! $2,000 • setup (lease prorated)
Oakwood (8)
72,887
40.245
Elkhorn (Z)
4,089
8,731
Morada (4)
2,406
19.587
Parklane (8)
2.890
47,210
Tokay High (8)
5.874
35.161
Woodbridge (2)
706
8.773
Muni School Leases
33.600
81 82
Otto Drive Maxi School
0
114.S00
Mini School Leases
0
33.600
State Portables ! $1.000 (see above) 0
64.000
Lease Trailers •''
Woodbridge
8,211
Morada (2)
-
15.990
Davis
-
8,487
Heritage
-
4.661
Needham
-
4.388
ALL YEARS
Subtotal
$S6S,270
$ 652.600
GRAND TOTAL
$ 1,217,870.00
Rad 03 Special Reserve. or Site Red
••
Fund 01 General Rud
'•' Expenditures for Lease Trailers Presumed to be Entirely free General Fund
ZZ
N
W
ALLOCATION OF REVENUES
In May, 1982, Lodi Unified received $638,942.74 from local }ursidictions.
This was the total amount of Development Fee Revenue, plus interest, that
had been collected, and impounded, between 1979 and the date of release.
It has been determined that $595,987.74 of the $638,942.74 collected could
be returned to the General and/or Site Punds as payback for expenditures
made during the qualifying period. In May of 1982 the Board authorized a
transfer of $138,558.00 from the Development Fee Fund to the General Fund
to cover the startup costs for Henderson and Needham Schools for school year
1982-1983. 6457 429.74 remains which can be transferred out of thf-
Development eenui tote General andtor Site Rmds at t is time. It is
anticipated that a dit of n revenue may also be transferred ran Fourth
quarter revenue recently received as payback for 1981-1982 expenditures;
however, those figures are not included here. Below is a summary of the
disposition of the impounded Development Fee Revenue.
SUMMARY OF AIADCATION OF 59"MED DE`VT1D wr FEES
Fiscal Year
Development Fee
Rsysnue
Total Qualifying
Expenditures
(2)
Total Expenditures
-'Recovered"
(3)
Total Revenue
Applied to Qualify-
ing Expenditures
'Urexperdoble"
Revenue to be
Carried Forward
(7)
Total Expenditure
Not "Recovered"
1979-1960
S 274.370.17
S 496,600.00
S 179.221.74
S 268,370.17
S 6,000.00
S 217,370.26
1980-1961
2SS,149.02
248,S60.00
247.438.00
250,991.02 (4)
4,158.00
1,122.00
1981-1982
(3 quarters)
109.423.SS
106.137.00
69.328.00
76.626.55 (5)
32,797.00
36,609.00
Totals
S 636.942.74 (1) 8S1,297.00
59S.987.74
S9S,987.74 (6)
42.9SS.00
2SS,309.26
(1) Amount that was impounded by Lodi, Stockton, and San Joaquin County and sent to UW in Nay. 1982
(2) See chart "Interim Housing Expenditure Review, and discussion on assumptions and qualifiers
(3) See Development Fee Revenie/Bxpenditure Accounting Form for expenditures relative to income by year
(4) Includes $3,SS3.02 in interest which was applied to 1979-1960 expenditures - see qualifiers
(S) Includes 17.298.SS in interest which was applied to 1979-1960 expenditures - see qualifiers
(6) SS9S,987.74 - $138.SS8.00 (transferred S/82 as a "Vey back" to General Fund to cover Needham and hierWerson
School startup costs) • W7.429.74 for transfer to General and/or Site Rads at this time (as "payback'')
(7) Aevam from residential developments in attendance areas where there were not equal qualifying axpanditures
On July 6, 1982 the Board received a copy of this report. Following discussion
it was moved, seconded (Todd; Meyer) and unanimously approved to juthorize the
immediate transfer of $457,429.74 to the General Fund from the Developnent Fee
Fiend as "repayment" for Interim dousing Expenditures.
-4-
t�
The Process
The process developed for allocation of Impoundded Development Fee Revenue
hinges around the need to directly relate revenue from residential develop-
ments to the school or attendance area serving that development. "Plan A"
adopted by the Board in March, 1979, to guide the distribution of impact fee
revenue states,
Apply the total fee to any one of the attendance areas that is impacted, even
though all three attendance areas qualify within the geographic element. Advan-
tages: 1) mare flexibility in the use of funds; 2) more rapid accumulation
of funds; 3) less likely that unencumbered balances will remain. Disadvan-
tages: 1) more likelihood of responding to localized political pressure;
2) greater difficulty in responding to criticism that 'Lodi money is used in
Stockton' and vice versa; 3) greater difficulty in convincing elected officials
that resources collected are used in the immediate area.
This process implements the Board's formula. The steps in development of the
process were: 1) establish assumptions and qualifiers as a basis for determining
qualifying and eligible expenditures and allocating revenues in less than clear-
cut cases; 2) determination of attendance areas by year for each development;
3) charting of revenues by development and expenditures by school for each fiscal
year since adoption of the ordinances up to release of the impounded fees;
4) allocation of the revenues to each expenditure on the "Development Fee Revem e/
Expenditure Accounting Forms;" 5) summing all figures to provide a "Sum ry of
Allocation of Impounded Development Fees;" and 6) adaptation of the process to
the ongoing situation.
Assumptions and Qualifiers
Inherent in any process is the need to establish a base.
The recommended allocation of development fees is based on strict interpretation
of the enabling legislation. Government Code Sections 65970-65978 (S8 201 - 1968)
permit local jurisdictions to adopt ordinances to exact fees from residential devel-
opers in lieu of land dedication for purposes of providing interim school facilities.
Lodi, Stockton and San Joaquin County adopted ordinances in late 1978 and immedi-
ately started collecting fees from builders whose parcels were created after the
effective date of the applicable ordinance. Section 65978 requires that Lodi
Unified School District maintain an accounting of fees, while Section 65980 limits
their use to strictly definedinterim facilities. In addition, Government Code
Section 65974 (d) states in part,
The location and amount of land to be dedicated or the amount of
fees to be paid, or both, shall bear a reasonable relationship
and will he limited to the needs of the community for interim
elementary or high school facilities and shall be reasonably re-
lated and limited to the need for schools caused by the develop-
ment; . . .
-5-
... .. _. .._......_...�.._........>... ......,.. .- �-,.:.........j,gv�.D.t,.-�YxyFfnVrt:r =..+ems
0
In relating income and expenditures .y attendance area and school for each, the
following were assumed or used as a basis for decision:
ASSUMPTIONS AND QUALIFIERS
1. The starting date for allocation is fiscal 1979-1980. The fiscal year is used as a time unit;
however, some revenue and expenditures my have originated between January -June 1979. It is
assumed that these figures are negligible for the purpose and are, therefore, incorporate,
with the 1979-1980 figures in the matrices and summary charts. Fxperxiitures before 1979
(1184,873.00) were not considered "eligible," and, th,refore, do not appear in any totals.
Z. Based on a 1980 change in the definition of interim, a State Attorney General opinion 79-625
(10-16-79)t and the advise of County Counsel, the expense of Otto Drive Maxi School is the
amount of 1114,500 was not cortaidered eligible, and, therefore, does not appear in any totals.
3. Elkhorn Mini was considered eligible because the lease and encumbrances predate the change in
language of Section 65980 and the facility is clearly interim. The lease renewal will not
qualify in 1981-1983.
4. fie net amount of "eligible" or qualifying" expenditures was reduced to SSS1,197.00, from a
gross amount of $1.150,670.00.
S. Consistent with Government Code Section 65974, all expenditures must he related to the impacted
attendance area containing the contributing residential development. Expenditures by school
were "credited" on the basis of the District's Declaration of Impaction Report and the Board
formula. Non -impacted schools are not considered eligible.
6.
Expenditures made at a school not in the attendance area containing the development. but which
was used to house children from that subdivision, as outlined in the annual attendance area
reports prepared by the Assistant Supe rinten,lent's offices, were considered eligible on the
basis of the District's equal loading policy. This would include Woodbridge taking the over-
flow from Senior Elementary and Lodi High School taking the overflow from Tokay High School.
7.
In those attendance areas with several schools (specifically Elkhorn), it is recognited that
the impact of any specific development is on the entire attendance area; therefore. expendi-
tures made for any school in the attendance area are considered relative to any paying devel-
opmm t built in the attendance area.
8.
'11hpaid" or "unrecovered" expenditures made in any given year are not carried to the next year.
It is reasoned that if expenditures for interim facilities must relate to need, they are logi-
cally made after the building permit is taken out on the residence and not in advance. It is
understood that facilities in place certainly serve the new students as well.
9.
"Unspent" fees or 'Nammpendable" revenue received in any given year is carried from year to
year on the basis that the need for interim facilities to serve children from the related
developments may not arise until some time after the building permit (at which time the fees
are collected). Such revenue say be used in any succeeding year for schools serving that
development.
10.
Interest was a one-time income to the district as a result of fee impoundments. The interest
did not come from any developer and was. therefore, allocated at District discretion for any
"eligible" expenditure. It was opened; however. only to qualifying expenditures and not for
aW other district purpose. although that may technically be possible. Since the local juris-
dictions willingly turned this revenue over to the District, it is felt that the only proper
use is in the manner ascribed.
11.
Lease trailers financed directly, or indirectly, by the General Pund are included in the
1981-1981 expenditures. Students housed in lease trailers are substantially from the atten-
dance area of the school where they are located.
M
4YI"
Attendance Areas
Elementary, ?fiddle and High School Attendance Areas and specific schools serving
each City subdivision paying fees, are listed below. All County fees were
accounted for permit by permit; therefore, attendance areas for County develop-
ments are listed with the fees on the Development Fee Revenue/Expenditure/Account-
ing forms Allattendancearea information was obtained from the annual attendance
area reports.
DEVELMIENf
1981-1982
1980-1981
1979-1980
Colonial Estates No.
k -Elkhorn Mini
K -Elkhorn Mini
K -Elkhorn Mini
1-6 Needham and
1-6 Needham
1-3 Elkhorn
Elkhorn AA
Maxi School
Sr. EI
0 Henderson
Sr. E1 and Tokay
Tokay
S Washington
6 Needham
Sr. E1 a Tokay High
Fox Creek
K -Parklane Mini
K -Parklane Mini
K -Parklane Mini
1-6 Davis
1-6 Davis
I -S Davis
Davis AA
Morada
Morada
6 Parklane
Tokay
Tokay
Morada
Tokay
Clairmont ti
K -Parklane Mini
K -Parklane Mini
2-6 Parklane
2-6 Parklane
Davis AA
Sr. E1
Sr. EI
(assume assignment
Tokay
Tokay
same as Norex*
Villrge)
Suamerplace III
K-6 Parklane
K-6 Parklane
Parklane AA
Sr. EI
Tokay
Sr. E1
Tokay
(Cimarron)
Pentecostal Church
K-6 Parklane
Sr. E1
Tokay
Cambridge Place
K-6 Heritage
K-6 Heritage
K -S Heritage
Sr. EI
Sr. E1
6 Needham
Heritage AA
Tokay
Tokay
Sr. E1
Tokay
Beckman Ranch
K-6 Nichols
K-6 Nichols
K-6 Nichols
Sr. EI
Sr. E1
Sr. El
Nichols AA
Tokay
Tokay
Tokay
Winchester Oaks
K-6 Nichols
K-6 Nichols
K-6 Nichols
Sr. El
Sr. E1
Sr. E1
Nichols AA
Tokay
Tokay
Tokay
Miliswood
K-6 Reece
K-6 Reece
K-6 Reece
Woodbridge
Woodbridge
Woodbridge
Reece AA
1101i
Lodi
Led
Lakeshore Village
Henderson
Sr. El
Vinewood rural
Tokay
-7-
Deyefbpment Fee Revenue/Expenditure Accounting Forms
This form was developed to provide a format for allocating revenues to expen-
-ditures. Included_ herein- are the _completed forms _and_ allocations for -fiscal-
years 1979-1980 and 1980-1981 and the first three quarters of 1981-1982. It
is anticipated that the form can be used for ongoing accounting of Development
Fee Revenue/Expenditure allocations.
The steps in filling -out the form, and thereby allocating revenues are as follows:
ALLOCATING DEVELOPMENT FEE REVENUE
1. Determine reporting period, ie. fiscal year, quarter, month. etc. *Note on form.
2. on form, enter each subdivision and the amount of fee revenue received from that sub-
division during the period.
3. Determine the attendance area and schools serving that subdivision.
4. On form, enter each school and the amount of eligible expenditures.
S. On the fora enter the amount of revenue brought forward from earlier periods, for each
development.
6. Mork across the form allocating the fee -revenue recieved to the schools or attendance areas
serving the deuelopaentt or work down assigning expenditures to each development.
7. Expenditures for which there is no revenue are totaled at the bottom of the foM and
revenues for which there is no qualifying expenditure are totaled on the right. only
revenue can be carried forward, by development, for expenditure in a future period. (De
watchful of attendance area changes from year to year - document any relationship to
revenue carried forward by development). Expenditures are not carried forward. If the
amount spent exceeds the revenue, fwvJs presumably come from the General and/or Site Rad.
Facilities paid through categorical program finds are not considered eligible.
t. Development Fee revenue from developments covered by an Agreement should be kept on a form
separate from those showing revenue received via local agencies, as fees from agreements
may be spent on any school facilities which serve the development. There is no limitation
to interim facilities.
RTIM E)GIMITU ES
Expenditures for interim facilities is ongoing in the District. In 1982-1983
an anticipated $ 296,132 will be expended for the lease and setup of an
additional 52 State portables, lease renewal on 32 State portables and
lease renewal on at least 76tsailers, as shown on the following chart.
All of these leases are eligible for payment directly from Development
Fee revenues. It is anticipated that expenditures will exceed revenue,
primarily because of the depressed housing industry. In addition to the
eligible leases, the District will continue lease of the Maxi School and
the two Mini Schools totaling $126,600. The District will also lease
additional trailers for categorical programs.
-8-
ANTICIPATED INTERIM MUSING EXPENDITURES 1982-1983
School
New Portables
Henderson
$24,000
Oakwood
$36,000
Needham
$32,000
MDrada
$16,000
Elkhorn
$16,000
Davis
$16,000
Lawrence
$12,000
Parklane
S 8,000
Nichols
$ 8,000
Tokay
$24,000
Lodi High
$ 8,000
Lockeford
$ 4,000
Live Oak
$ 4,000
Heritage
Woodbridge
$208,000
Old Portables
Trailers
Total
$24,000
$16,000
$52,000
$32,000
S 8,000
$8,749
$32,749
S 4,000
$20,000
$16,000
$12,000
$16,000
$24,000
$ 8,000
$16,000
$40,000
$6,334
$14,334
$ 4,000
$ 4,000
$4,661
$ 4,661
S 4,000
$4,388
$ 8,388
$64,000
$24,132
$296,132
WE
c
L DI IliIFIM S HOM DISTRICr
DEVElDF B(I FEE REV84M / EXPE DrnRE ALmIMING POW
For Period 1979-1980
Page -!—of I
FEE RFVEMM RECEIVED
BY DE'YEl[)PWEM
EXPE DI71RES NY SOM OR ATI' mAN E AREA
REVENM TO 'CARRY F W34ARD
FROM
Elkhorn
Mini Parklane Oakwood Tokay
THIS PERIOD ONLY PAST PERIODS
53,725 156,308.8 234 463 52,103.1
Pox Creek
69,875
9.87S
-0-
Colonial itelzhts No.
153,E
53,725
99.235
-
K111swood
4,800
4.800
County - Morada
R ROO
-0-
,a.:.brldg a Place
18,400
18,400
-0-
County - Lodi High
. 1,200
1,200
Interest
17,635.17
17 635.1
-0-
Interest from 80-81
3,553.02
3,553.0
Interest from 81-82
7,298-55
3,583.56
3,714.9
-0-
'unpai d "
i
expenditures
-0-
86,433.82
,9'44.4
-0 -
1 1
I
9 See separate listing for attendance area sd/or school serving each subdivision or development
f j
t
WA
LODI UNIFIED SCHOOL DISIRICr Page 1 of 2
DEVELOPMWr FEE REVMX / EXPEM)MIRE AL-MWDdC FUM
For Period 1980-1981
FEE REVE!" RECEIVED
BY DEVELOPMENTBROUCIrr
EMMIDITiRI S BY SC DOL OR ATI8�1�trC8 AREA
REVEWE 70 CARRY FORME M
FRON
FOM"ARD Parklane Eir.horn Oakwood Woodbridge Tokay Morada
50,100 12,921 113,132 9,478 41,036 21,993
MIS PERIOD ONLY PAST PERIODS
Glace
,440
6,440
-0-
0-7lai-nont
7" a i -non t
L-7,610
43,660
;oloniel L:tater 1:0.
93,59`,
12,821
85.774
-0-
'am,-.rid-e Plc�e
22,L00
incnerter Oa.c
16,000
13,564
2.436
.:111 r•-!ood
10,600
4,800
9-478
1-122
County -Lodi III h
1 200
1,200
7ounty - Clem/Lock,
iioustog,301,odi High
600
County - Live Oar.,
Vorada., Tokay 600
600
-0-
County - Vine:-ood,
Sr. zl., Tokay %600
-0-
County - Davis,
Morada, Tokay 5600
5 600
-0-
See separate listing for attendance area and/or school serving each subdivision or derelopment
0e
LODI UNIFIED SCIVOL DISIRICf
II61/f nmNr FEE REvmE / EXPEmITIRS AtYnwimC PORN
For Period 1980-1981
Page of _ 2
FEE BY�� IVPs
•
EXPFS EMIT RBY S010OL OR ATTENDANCE AREA
Elkhorn Oakwood !Woodbrid�ze Tota Horada
REVBdIE TOF Y Ft,""....NFAD
MIS PERIOD ONLY PAST PERIODSROM
Interest 46,104.03
A
t0 9-80
02
"unpaid"
expenditures
-0-
-0-
-0-
-0-
522 1
600
• See separate listing for attendance area and/or school serving each subdivision or development
LODI UNIFIED SCHOOL DISMICT' Page 1 of 2
MHDP 4NT FEE REVENUE / MTETDI7M AC=WING Int
For Period 1981-1882 3 quarters
FEE REVENUE RECE I VFD
h VV E7.11 E EXPE7JDI1tBiES 6Y SCHOOL OR ATiYM1tN(E AREA
REVENUE TO CARRY FOR1i m
BY DEVELOMENT
BROUGHT
FROM
FOR'k.ARD
Oakwood Ireedt:an Morada � Elkhorn Davis Parklane
THIS PPRIOD ONLY PAST PERIODS
16 Doo ".788 23.990 1 4 000 8.497 16,000
5u:.i.ae rpIace
2,760
2.760
Fox Creer.
C U
23,990
8,487
Colon:al!Estate: No.
12,13;
Pentecostal Churcn
5,890
5,880
Ucl:::.an RanTr)
6,000
Winchester Acres
18,800
14111auooc
13,000
5,922
T.ar.•.shore Villa,;e
9,,GOO
County-LiveOak,
140rada, !Tokay 780
County Clem/Lock,
Houston, Lodi High
600
Con Ly - Davis,l•forada
To':a;; 2,820
County -;Lodi Hi'
Interest 7,298 j 55 +200
"unpaid" expenditures 16,000 4,788 -0- 4,000 -0- 7,360
LCOI L141FIED SODDL DISMICr
DEVEIDP *NT FEE REVMJE / FXPY?IDITME ACCOWrINC FOM
For Period quarters
Page 2 of 2
Ff REarm
EXPEND171JRES BY SGML OR ATI' MANCE AREA
RE rom in
MAN
OREVMEELOPMM
Tokay woodbridg Heritage
mus PERIM OILY PAST PERIODS
16,000 12,211 4,661
Su=e rplace
-0-
Fox Creek
16.000
6.143
Gees COIN
Colonial Estates No.
-12,135
error - rei
Pentecostal Church
-U-
Beckman Ranch
6,000
Winchester Acres
18,BUU,436
'-
Idlllar:QOd
789
9,600
5,922
Lakeshore Village
___j2.211
Coun y- Livi Ow %,
Ko rad a, Twtay
780
County - Clem/Lock,
Houston, Lodi Hi
600
County - Davis,
Norada Tokay High
2,820
County - Lodi High
1200
Interest
"unpaid" expenditures -0-
-0- 4,661
1,4V0033 LO
79-80
acted in
mbursed)
H
LODI UNIFIED SCHOOL DISTRICT
DEVELOMEN7 FEE REVENUE EXPENDITURE A=WING FOM
For Period Last 1/4 - 1981-91
FEE REVENUE RECEIVED
EXPEND17MES BY SCIML OR ArnNDANCE AREA
REVENUE 70 CAMY FOPMARD
DEVEL
BY OPMIM *
Mal
RFVENUE Oakwood Needham Elkhorn Parklane Heritage
1MIS PERIOD ONLY PAST PERIODS
BROUQfT 16,000 4.788 4.000 7.360 4.661
FORMALM)
FQx Creek
6.143
6,143
Colonial Estates No.
-12,135
.12.135
Beckman Ranch
6,000
6.000
Winchester Acres
Mi I I awwd
11.136
A711
21.236
fi-711
Lakeshore Villame
9,600
9,600
County -Live Oak
750
780
County -Clements,
Lockeford, Ruston,
Lodi High 2,600
600
2,600
600
County -Davis, Morada,
2,810
2,820
County - Lodi High
1.200
1,200
780
County -Lakewood,
W—,&vriAgg IM 1
790
16-00(1
4,798 _F4.000
7,360
4,661
0 M