HomeMy WebLinkAboutAgenda Report - September 5, 1984 PH (10)1984-85 11M City Clerk Reimche presented the following letter which had
DEX LMaItN OF been received from the Lodi Unified School District together
IMPAMM SET with copies of the referred to Declaration of Impaction/
FOR HEARING Continuation of Development Fees 1984-85.
"The Lodi (Unified School District Board of Trustees has
adopted the 1984-85 Declaration of Impaction Resolution.
Please accept this letter as a request for public hearing,
pursuant to City Ordinance, for the consideration of the
Board's declaration. At the same time, we would also like to
present the expenditure report to the Council as required by
State Code and City Ordinance.
Please advise us of the hearing date. We are transmitting,
under separate cover, 16 copies of the Development Fee Report
for distribution to the Council.
Thank you for your consideration.
Sincerely,
s/Mary Joan Starr, A1CP
Facility Planner"
Following discussion, on nation of Council Member Olson, Reid
second, the natter was set for Public Nearing on October 3,
1984 by the following vote:
Ayes:
Noes:
Absent:
Council Nimbers - Iinchman, Olson, Reid, and
Snider (Mayor)
Council Members - Pinkerton
Council Meabers - None
FACILITIES and PLANNING. 815 W. LOCKEFORC ST., LOCI, CA. 966 12091 3W7411 •4641.OW
August 24, 1984
Mrs. Alice Reimche
City Clerk
Lodi City Nall
221 West Pine Street
Lodi, CA 95240
SUBJECT: Declaration of Impaction/Continuation of Development Fees
1984-85
Dear Mrs. Reimche:
The Lodi Unified School District Board of Trustees has adopted the
1984-85 Declaration of Impaction Resolution. Please accept this letter
as a request for public hearing, pursuant to City Ordinance, for the
consideration of the Board's Declaration. At the same time, we would
also like to present the expenditure report to the Council as required
by State Code and City Ordinance.
Please advise us of the hearing date. We are transmitting, under separate
cover, 16 copies of the Development Fee Report for distribution to the
Council.
Thank you for your consideration.
je.e
rely,
a
Mary Joan Starr, AICP
Facility Planner
MJS:eh
j.
' ` -s hir h gar: e}i a c 3:: q ->y r•, �haM:�
...it. .., .z ,... .,.;�,"�r.,..F;'fi..�`•.c:rfrirk:...att`F+::.>..k3ii+M1..e..r3r&ia,lW_'e5a�.ahe12`55�:: �'e�i1 .i�:;4��t'�
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DEVELOPMENT PEE REPORT
�' � '''�► � ' � 'i° �� / / �^ -''. ��� '..:i fit►' !� _►
vo 31
.tea t
ss
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�• v �"'v�y�',0[ :tom + 1�►1 .`y ~ _ 'ay t�� ` '� �Yr.G�'N
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ti. r fes'► I -. •p Oji 1p `� � .�� J_N.�.� �� ,�� ,..
'J'. 'W'o.6P 's avJ k,6=.2I Q��,^ 94•f s fo/
a;
1984-85
...
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a
Ja1, PRES1DENf' �
Y
s
J" l Vjljj,' A,
w
nwas rm1��
FLOYD DALE R
ELEANOR TODD S
1
t
Administration
Ellerth E. Larson,, Superintendent
Tan Bardelin, Assistant Superintendent
Ronald Alsup,`Assistant Superintendent
clary. Joan Starr, Facility Planner
Joan Pives. Business Dl mager
FACILITIES AND PLANUM OFFICE
r,lhb report has been prepared in fulfillment of the requirements of Stan a.`..
Government Code Sections 05976, 65978, and 6S981 and the requirnm ,ts of the
iaplmmtin= ordinances of the Cities of Lodi (Ord. 111 9, Auppnst 1, 1978),
and Stockton (Grd. 309S D.S., July, 1978), old San Joaquin County (Ord*-ZS74,+ +,
July, 1978). The report is presented in three sections: Declaration of L-
W.tion and Notification of Conditions of Orercrowdinb for the 198344 School
Year: Allocation of Development Fees1 and Stmt Housing Option Update.
APPROVED BY THE BOARD OF TRUSTEES
AUGUST 7. 1984
2
� yn6
3a �gg+E`.
� ��":�
i..
Xk,
y
; f
DEVIOEPMENT FEE
REPO T: -
PREPARED BY
FACILITIES AND PLANUM OFFICE
r,lhb report has been prepared in fulfillment of the requirements of Stan a.`..
Government Code Sections 05976, 65978, and 6S981 and the requirnm ,ts of the
iaplmmtin= ordinances of the Cities of Lodi (Ord. 111 9, Auppnst 1, 1978),
and Stockton (Grd. 309S D.S., July, 1978), old San Joaquin County (Ord*-ZS74,+ +,
July, 1978). The report is presented in three sections: Declaration of L-
W.tion and Notification of Conditions of Orercrowdinb for the 198344 School
Year: Allocation of Development Fees1 and Stmt Housing Option Update.
APPROVED BY THE BOARD OF TRUSTEES
AUGUST 7. 1984
v DECLARATION OF IMPACTION
4
01,
s
'AT10N vF cONDITIONS'OF C;VER Wj+ IN��
CHOOL YEAR
r }
The ollowi ng detai 1 sthe condi tions of overcrowding amici gated n
G t n F,
the co6i ng school;° year, and _details ,the rata onal e b behi nd {,the.; Di str ct's
foratal`y'declaration of ` impaction 'for. the 1984-1985.'chool gear,,
-k
'Mrojected Lodi Unified School district student enrollwent for the:
1984-1985 school year is 17,153 students. - This is a projected a ne reaxe
of approximately 450 students over last year and does -.not take-Urto
account any sudden, i nfl ux of students which might occur. as the'r"ult
of rapid residential construction within expanding area within the
District. In -March, 1984, local agencies and developers reported
probable summertime construction of approximately 790 residential units.
Available information indicates that this projection is reasonably
accurate. In addition, there are in excess of 4,000 residen;aaV unit;
in various stages of planning. -
18%. or more importantly, 3,121 -of the statistically projected riatmber
of students planned for arrival are considered "unhoused," Mean, ng -that
there are insufficient regular classrooms available in the coming
school year in the District, thereby necessitating the implementation'of
continued temporary student housing alternatives.
It is the District's plan to house regular, special education aad`pull-out
program students in the following manner during the 1983-1984 school year.l
W 1permanent clatsr xzs
ttt "other' in -school spaces. i.e., storage areas, work roams, offices,
etc. that are •unofficially" used as classroom space
14 leasee and District -owned trailers
,
14mini-school rooms in temporarily converted duplexes
13 maxi-sdml roosts in temporarily converted duplexes
64 District -owned relocatabte room
64 State -lease emergency portazles
6 teasel portable% (includes 5 under S -year lease purchase and 1 Chapter I owwd)
1 leased hoose used for hi0h school vocational education classes
Seven District -owned relocatables house the Adolt School and
there are six rooms in the leas -4 Career Center. Development Fees can
not be applied at these locations.
-1-
Clairmont Elementary School Attendance Area
Cretkside Elementary School Attendance Arte
Davis EI~ Ury School Attendance Area
Elkhorn Elementary School Attendance Area
Henderson Elmntary School Attendance Area
Heritage Mow tary School Attendant Area
Lawrence Eleatentary School Attendance AV4
Leroy Nichols Elementary School Atten4roce Area
Dab ood E1esentary School Attendance Area
Parklane Elementary School Attendance Area
I4ase Elementary School Attendance Area
Ninewood Elementary School Attendance Area
_Attendance Areas are determined each year by the Assistant Super-
intendent -Elementary Education, in cooperation with the principals and the
District Administration and Staff. A publication is prepared each year.
The Attendance Areas are based on neighborhood units. There may be more
than one elementary school in an Attendance Areea. The high school
attendance areas have been determined on the basis of a number of factors
which were considered over a period of two years by the Nigh School
.Attendance Area Committee. A partial listing of attendance areas
is contained in Exhibit D. '
Ma
W
ti 1-4 r k r 9 f i y
i 1 %tw rc 3
rT1E .l4ARD OF :TRIEES THI: LOOT gliiFiED SClSODR. '
DISTRICT:OF TRRE COWRY; OF SAN, STATE t CALIFORNiA
Pym ; �w �ttee=�uyrt�a�r u�orye/apse ti
ON
ikai •,.,j' r "' t j Ii i �CLIYtATIDM �;Vf A �L _ -
r sVNEREN the`dMiopient of'sew resids,`tial.ptropefrt�l results in the demand
school !acltitifes=
:> , iREDIfJIS the ao�hstrsaetioa at amresfdinres am the resultant ina�rage of,
R As, s fens ww'residwtiai Yntts in OverlrOhldld attendaaa
:°�F� ansa:sa�rse`.w laMdtata ,�ttd for ctassroar sotuttonsi aadn
a '2 -f tohdi ituifia! Sdeooi Dist!!tt AEf' fw4ift ed and u up�e EYCA
r s` option as :{�).pT tlOn t0 the 1h:Lers,Of 00Ai1 .t0 tda,tapital t s
f its for: perrrt+natt Edhoofi, housing. {Y) teary►-buildi prov
µ Ags (3) double session
4) hnssing, (S) sch"I atm. eoandtrl► real1 6S Year -
&W
sed�ool fe_
..
sad (7) eiitanded day prayers (hide sdrool ); ad
V EItEJtS; the% hie Deena no developer prbfrided facilities as da�fifiad In
,Qo t Colt 5estic8 69578; mead
W AS, peernu wt to Govem tent Colt Section 65975 the City of Lodi has
remitted Ordiwnce No. 1149. the City of. Stoaton has efcctad Ordinance No.
3OWC. S. , sad the of San Joe"i n has enacted Ordi mance No. ` W4 to `
assist s hm Districts etiN9aMJoe the JaWt of new Abse constructions sad' '
tAEREAS, tics aforementioned Ordinances rogWre residential,develoatrs to
participate to the cost of tnterifr solutions necessitated by
the ovt*crehdtehq ,
of existing clissroaa facilities an to new residential coo tru"iO4; aM'
WHM.1S. this Ward Ass rtr;ewed the content of the Deveiapwent Fee Report
.pared a0► statf,.ao" of which is attached hereta: am has approved said
report for public distriNtion;
THEREFORE. IT IS HEREBY KSOLYEO that the Lodi theified School District
.declares ingaction in.th ae school atteneince areas affected by currsat and -
:proposed development Plans, to wit:
Lodi High.Sdhool W, (Attendance Area) Elkhorn Elmmury School AA
.Tokar Hi��RR Sdrool AV-, Manderson Ela�entery School AA
Liberty litoh School N1. Herit&" Elementary School AA
Morada Middle School _AA Lawreaw Elowntary School U.,
Needham Middle School AA Leroy Nichols Elarentary School A#
Senior Elemmtary School AA Oakwood Elmentary School AA
NoodOMdgt Middle School AA .Parklane Rlasentary School AA 4
Clairaont Elementary School At Reese Elementary Sdml AA:
Creemidi i1 Sdml AA ytoomood Elementary School M
Oavis Etameretifem y Sdml..M
SE IT FURTHER RESOLVED that tide Suptrintandent be, and he hembi is.
directed to transMt a fxrtitied Copy of this: rtsolutiwh dad the acahaPaNlicq
staff report to the City Councils of Lodi and Stockton and t� Board of
3*Wvisors of the Countlr of Saa Joa pia for their consideration and conowMaoe. k .
PASSED AND ADOPTED -this Ithday of hest; 19849 by the following vote of
the, Sated of Trustees, to wit:
'Avast-. Johnston;, Ball; Hatsula; Meyer; Derrick; Todd
NDEss !lone .
ABSEr.: Dai e .
, 7Ga ns •, res �'
n a .
-....:.,....:.,,.,.<sm.ymxsa.uww._.:.a.era-.,H:-:. .. .. .-„1y-.,.�•.,-:....,..,..•...-. - _ . ...:.. ,......,. ...f,..�.,.. ....
EXHIBIT B
1984-85 DETERMINATION Oi IMPACTION
C
PEWAIENT CU". -Rom
STUDENT CAPACITY OF
PERMAt1ENT CLASSROOMS
SPACE
UTILIZATION
INTERIM HOUSING
=i'
A
8
Ca ( Cb
(13)
D
E
F
G(13)
H
I=
(15)
x(14)
N
CO1E
It
SCI
4
M
m
17
4ro
V
ICY
Ar -r
N*49lN
.`
-
v 4A
N Y
^ ♦
�y1 x
x
�yG1
N
Lu ♦
p L
.+ .p
U
± w
4 :
C f»�
^ O
r V
�LC
6
o'v
SCG
�UC
a' 1.1 W
qA
NUt
1G�
6i NL►
L 4
Wi/�.
J1
iZ
3Z
Lod1:M School
66
-
2
2
5
67
2010
,4
2034
2343
r,4
-
-
4
Tokay Nigh,School
69
-
2
2
2
67
2010
2034
2579
1
-
I
ltyM19A
3
4
7
210
0
-
"di F)a School
-
-
-
- Sr. <Elair„r> ary School
32
-
1
2
3
32
960
12
972
997
irS'
-
3
--
-
Noodbrid" Middle
17
-
2
1
1
15
450
24
474
;50
Vii:
2
1
-
-
-bw Middle
13
1
1
11
330
12
342
483
i
8
r
ven
a raa rmont n
-
8
8
240
240
411
1171
-
1(201
6(16)
-
clowrnts Elementary (5)
3
1
-
-
-
4
120
-
120
105
1�
-
-
-
'<'Cr"kslde/Otto Dr. Maxi (9)
-
1
}
15
13;
405
12
417
822
-
1(20)
134
-
Darts; Elymenury
20
1
1
1
-
19
570
12
582
637
, 6
4
-
-
lkoorn
rson Jewntary
-
-
-
-
3
90
-
90
228
6
-
-
-
-lkrl.t" Elamaetary
18
2
1
-
-
19
S70
12
582
658
-
3
-
-
` Mauston Ela wtary (4)
13
•
2
-
-
11
330
24
354
329
-
UkaooWillowntary
19
1
2
-
18
540
24
564
469
7
1
1
7
210
12
222
282
3
1
ttlt emen ry
-
11
330
36
66
282
`!EY
-
-
-
-
Cockatord Eloiaentary (S)
7
-
-
-
2
9
270
270
228
1
-
-
-
'Doro •:!whin' i6)
6
6
-
-
0
0
72
72
52
-
-
-
-
Lam., ich01s � > 7
20
1
-
1
216
630
-
630
700
2
1
-
-
b
195
195
680
7
lernentary
7
1
1
6
12
360
12
372
680
-
10
-
1 (21)
,Parkl4nt,°
Ra Elaarrnttry (10).,
3
-
-
-
3
90-
90
54
-
-
.Reaso Efamsntary (19)
17
1
3
1
-
14
420
36
456
466-
" w.TunNr Eiuentar2
-
-
-
-
2
60
60
41
-
-
-
Tok� 1 1
4
1
5
150
150
112
c r .,f lemntary
9
1-
-
8
1 240t
-
-
vinewood`Elmentary
18
1
2
}
-
16;
495
24
519
612-
Ydshln9ton Elemntary (12)
14
1
2
1
-
12
360
24
384
373
-
2
-
-
TOTALS
420
15
38
15
64
446
13.380
456
13,836
16.95784
19
271
6
C
t
qT IONSt .
'jiJ.'J iludeats from portions of Elkhorn and Oakwood Areas will be housed at Needham until construction of the new Delta Sierra M.iMle
1, in North`"StoGktop.Mdedham kindergartners attend Nichols and grades 1•6 attend Vlnewood.
%-111c odes Elkhorn mini School. Stu6L�ts from old ventre -King Island attendance area (M) go to Elkhorn.
►erten will,tioust grades 4-6 students from Normandy Village Subdivision and classes of gifted and talersted students. Henderson M students
r 'uttei+d, Vinamood. '
`ibllstoA`is, #:grade 1.8 school with 1 and 8 grade students from Lockeford/Clements area.
Cell Hdet go to Lockeford and K-1 to Cleeents.
lir ftk ft Rouses.only special education students.
eftts trete old Terminous M attend Neese Elementary and WoodUridge Middle School.
Qrades a 1 4from,Oakwood M 4ttand Oakwood with Stonewood Subdivision kindergartners also attending Oakwoo5. hestern Valley and Davis Oaks Subdi-
1'+[ision klnOtrpartntrs attend Elkhorn Mini. Grade 6 from Oakwood AA attend Otto Dive (4 classes).
(l)re&i:K•`jarid grade 6 from Oakwood) attend Otto Drive (! Otto Drive': kindergartners attend Elkhorn Mini). Gihdes 3-6 attend C-eekside.
p� BMiiQes lc•3 attend by and grades. 4-6 attend Turner.
LY�rad�iH-1-6 attend Tokay Colony and kindergartners attend Live Oak.
� js er'e.4fe`AOM.14 classrooms at Washington School. Located at the same site is the Developmental Center for the Handicapped, which is not inciuded
min thii report. (SO" classroom previously reported at Washington have bees converted as part of the DCII.)
l8�►riiiail@es ell type of`ipecial education classes, i.e.. English as a second lang;ue9e. learning disability. resource spetlalists. etc. Rooms are
becinsethey are laded at less than 50% of the loading of a regular classroom, i.e.. 12 students vs. 30 students. This column. is i,i-
ten4edto inCludt`bnly perwanerit classrooms used for these classes. Column "a' is rooms haising children 'full-time.• These students are
estLigid to aapecitic"roam.: Column •b• is 'pullout" Program rooms. Children using these roams are tramM
a regular 30 -student Class and there- �.fiilrRfe(ht OCCOiOted for in those columns. There may be minor discrepancies between these figures and others used by the District due to scheduling
c' j ifiEest ons'Vter=data cwapilation.
°? 1i°ldl ftudeHit: is n3ed as'a muftipltar. Actual lading may vary with conditions and contractural agrsea►rnts.
Cid 'fi1Kt`lre ocNily, generated,enrollment projections, c,Irulaead for the purposes of clessrom planning. There may be some deviation from those dant
m O1" its iof local Assistance due to varying consissriA A,-,-.
ire kindergarten rooms with 2 sessions .;ng D loadings for Elkhorn Mini and 4 rooms with 2 first grades and 4 kindergarten sessions at
81f1Aa►t,tcSni.
H,nertllry Cha attenskrtce ars (M) and the school are the same; however. in ce:-tain situations (as noted above) sarelents tram one attendance area
a". school in another area or areas have been combined. This has been taken into account in the ;igurs in Column 1.
�t)33'�re'aey►iH1=o'be interim housing in the permanent facilities. t.e., in closets, offices, etc.. and double sessions.
has 1, used as, ove'rfloe-:school for other attendance areas (i.e., Elkhorn, Heritage, Lakewood, Nichols. Oakwood, Otto Drive, Vinmwood)
Nlifi jettton ni'lects owrtlow'antiNpated based on 1983-84 enrollment count.
lOj, Y't iW tft On are bei used for administration
rp purposes at Clairmont and Creekside to tree portables for cttssroo>n.purposes.
M�Mato- I Pf og,
�r
tk
ALLOCATION, OF* DEVELOPMENT PEES
The allocation of development fees is based on strict interpretation
of the enabling legislation. Government Code Section 65970-65981
(SB201-1977) permit Local jurisdictions to adopt ordinances requiring
land dedicationor,to exact fees from residential developers in lieu
of land dedication for purposes of providing interim school facilities.
Section 65978 requires that Lodi Unified School District maintain
an accounting of fees, while Section 65980 limits their use. to strictly
defined interim 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 relation-
ship and will be limited to the needs of the community for,
interim elementary or high school facilities and shall be
reasonably related and limited to the need for schools caused
by the development; . . .
Based on the District's desire to use the Fees only in the manner intended
by the implementing legislation and the local ordinances, assumptions
and qualifiers were first developed in 1982 to guide in the allocation of
Development Fees. With minor modifications, these same assumptions
were used in the allocation of Development Fees in 1983, and, once again,
this year. The Assumptions and Qualifiers are detailed in Exhibit C.
Attendance Areas
Elementary, Middle and High School Attendance Areas and specific schools
serving each City subdivision paying fees in 1983-1984 are listed below.
All County fees were accounted for permit by permit; therefore, attendance
areas for County developments are listed as coming from individual builders.
All attendance area information was obtained from the District's annu:l
publication, which is available from the Office of the Assistant Super-
intendent, Elementary Education.
Exhibit D details the attendance areas for the 1933-1984 school year.
These attendance areas are applicable to the allocation of development
fees received during the 1983-1984 school year.
Development Fee Revenue
During the fourth quarter of Fiscal Year lg82-1983 a total of $172,713.00
in Development Fees was generated and forwarded to the District. This
brought the total Development Fee Revenue received for that fiscal year
to $275,469.00. During the period July, 1983 through June, 1984 a total
of $467,676.00 was received in Development Fees. This is approximately
$192,207.00 more than the previous year and over $250,000.00 more -than
originally projected. The increase is credited to an increase in
residential construction as a result of an improved economy.
10
Nichols. Oakwood. Otto Drive and Vinewood.
5. In those attendance areas with several schools ('specifically Elkhorn). it is recogni2ed
that the impact of any specific development is on the entire attendance areas therefore,
expenditures mad: for any school in the attendance area are coi—idared relative to any
paying.development built in the attendance area.
6. *Unpaid or "unrecovered' expenditures *We in the past were not carried to the next
year. However, it has been determined Wat it is reasonable to canny expenditures, as
well as revenue. forward from one year to the next based on the rationale that the
District may provide interim housing is adrance of the development fee income and Ole
arrival of the students from the subject :ovelopment(s).
7. 'Unspent" fees or unexpend0le• revenue received in any given year is carried from
year to year for future expenditure on the basis that the need far interim facilities
to serve children from the related developments may not arrive at the schools until
sometime after the revenue is collected. This is the companion condition to that
discussed above.
8. Interest is applied only to qualifying expenditures end not for any other district
pur•p,%se. although that may technically be poss!ble. It is felt that the only proper
use of interest is in the manner ascribed tine a portion of the interest is ear%;W
while the fees are still in City and County accounts.
9. Leased trailers financed directly* or indirectly by the Gene -41 Fund are included in
the expenditures. Students housed in leased trailers are substantially from the
attendance area of the school where they are located, or. as in the ctse of Reese,
from overflow from other attendance areas.
10. At the present time. interim housing expenditures are budgeted from the District's
general f-ind at the beitnting of each fiscal year. At the enJ of tlhs fiscal year
developsant fee revenue is allocated to the various expenditures based on the above
and a lump sum is transferred from the Developeent Fee Fund to the General Fund.
oere it ap�,ars In the ending balance. At the beginning of the f i su l year arh anti c i -
pated sum may be transferred in advance through the budget process. The amount is
based on a conservative projection #,' fees to be received relative to geilitying
expenditures. This procedure is ;:...ently to facilitate cost -accounting.
IVA
:.,
EXHIBIT 0
Clai, t
Clair+aont; Elkhorn
Elkhorn Mini
ATTENDANCE AREAS AND SCHOOLS
Elkhorn Mini/
Otto Drive
1983-1984
Elkhorn
Fox Creek
=
Harpers Ferry
Elkhorn Mini/Oakwood
Kelly ik•th
Elkhorn
Palms Estates
SubdiYisioa/
Elementary School
Middle School
High School
r
Jurisdiction
1►ttendance Area
AttrngpSe Arca
Attenden:e Ares
River Meade+ws
CITY DF L%l
Irdiriewal guilders
Davis
ledividual Builders
HendersoniVinewood
:rdividwl builders
Lakewood
Individual Builders
Live Oak
ladividual builders
Aaron Tema
rinarrood
Sensor Elementary
Lodi. High
bechrn Reach
Nichols
Senior Elementary
Tow High
Iris Drive
Vinowood
Senior Elementary
Lodi Highjp.
Lakeshore
1;inewood Rural
Senior Elemientary
Tow High
Y
Lodi Park West
Reese
Moo ridge
Lodi High
z<
M1llswood
Reese
Woodbridge
Lodi High>>
Palomar Drina
Reese
lkodbrldp
Lodi High
xa
Piaawoa0
Rease
Moodbil4p
Lodi High
Storetree
Narita"
Senior Elementary
Takay High
Suawfiela
NICHOLS
Senior Elementary
Tokay High
' g
Winchester Acres
Nichols
Senior El~%Ary
Tow High
C : TT OF STOCCM
Agate Manor
Elkhorn
Clai, t
Clair+aont; Elkhorn
Elkhorn Mini
Colonial Estates
Elkhorn Mini/
Otto Drive
Falcon Crest"
Elkhorn
Fox Creek
Davis/Partlan-
Harpers Ferry
Elkhorn Mini/Oakwood
Kelly ik•th
Elkhorn
Palms Estates
Parklane
Suewnr Plrce
Parkland
Sussex Gardens
Elkhorn
CITY
Country View Estates
Lakewood
River Meade+ws
Lakewood
Irdiriewal guilders
Davis
ledividual Builders
HendersoniVinewood
:rdividwl builders
Lakewood
Individual Builders
Live Oak
ladividual builders
Lockeford/Clwants
individual builders
Turmr/Rav
(Oftriner'� Drive)
_8_
Needh4n Tow, High
Morsda Tokay High
Senior Elementary
Senior Elementary
Ibrade
Needham,
Needham
Senior Elementary
senior Elementary
Needhas
Woodbridge
Woodbridge
Mors'"
SeAior Elementary
Woodbridge
N^•ada
Mow%t nn
Woodbridge
Lodi High
Lodi High
Tokay !M qh
ToW 100
Lodi High
Tokay High
Lodi High
Lodi High
Y. S
Allocation of'Wel o nt Fees
The basis upon Wch" Development Fees are,used for. payment off interim
housing expend trues is,°detai in the introductory portion cf;this
section of the report (ibove).- It is�reiterated that the District uses
the Mott" stringent interpretation of the State Code and irV1ementing
ordinances "and directives in the allocation of Development Fees. At the
present tube` Development Fees are used exclusivelyfor the leaseand: setup
of portables"arA trailers, and the mini -maxi school leases (by special
legislation). ` Revenue collected from developers under an`agreement a.ith
the; District>may be used for non -interim housing., ie. at,new schools; s ,
however,` -fees collected by agreement were used, this year, for interim
housing. It is`anticipated that future fees will be encumbered for"
non -interim housi,rig.
Expenditures
Exhibit E details the Development Fee revenue received and the expenditures
"paid" during the last quarter of the 1982-1983 Fiscal Year. A complete
accounting of that Fiscal Year is contained in Exhibit F..Based `on the.
allocation of revenue, $120,880.00 was transfered into the General Fund
at the end of the 1983-1984 Fiscal Year for expenses actually incurred
during the last fourth of the 1982-1983 fiscal year. There is a delay because
the transfer (discussed below; is not made until the end of a fiscal year.
Normally the information for the last fiscal year is, not available for
some months; therefore, it is "accounted for" in the next year's report.
This year,'revenue information was available for the entire fiscal year.
As In past years, all interim housing costs were budgeted as j General
Fund expenditure and payments were made from the General Fund., This 3s
done to be sure that there is sufficient income to cover the.expenditures.
Development Fees are an unpredictable revenue source. At the,end of each
year all expenditures are accounted for by school and matched with revenue
from subdivisions and developmentsin the area. A lump sum amount is then
transfered to the General Fund. In anticipation of this transfer, an awvjnt of
Development Fee revenue was considered in the budget in 1982-83t 1983-84
and will be included in the 1984-1985 budget.
Development Fees have become an important source of revenue for the provision
of classroom space.
The 1983-1984 Fiscal Year began with a carry-over of $42,956.00 in "unpaid"
expenditures in three attendance areas. Expenditures durang the year
totaled $348,66.49 as detailed in Exhibits'G and N. A total of 5233,551.00 in
expenditures were "paid" by Devel opm er►t Fee Revenue at the end of the Fiscal
Year. This amount was transfered into the General Fund at that time, to
appear in the ending balance. The last quarter revenue was receiv :-d in tire
for reporting, but it was not included in the allocation computations. There-
fore, an additional $158,066 will be transfered in the 1984-1985 Fiscal Year
to cover expenditures made in 1983-1984. This information is sumarited in
Total Expenditures for 1983-1984 $348,661.00
Expenditures Paid with Development
Fees Through March 1984 $2339551.00
Expenditures "Unpaid" $158,066.003
"In -Lieu" Agreements
There are presently 13 in -lieu agreements operative, includinq one -for
partial payment of the Clairmont School Site, as listed ;in Exhibit L.
The District continues to encourage all residential developers to anter
into an agreement because of the added flexibility provided the .District.
Fees collected solely as a result of the SB 201 Ordinance may be used
only for interim facilities, whereas fees collected through an agreement
may be used for long-term housing needs, as well. At present the District
is using all fees for interim housing; however, it is anticipated that
some fees will be encumbered in the future for application towards
more permanent housing.
The District is also continuing to review dedication of school sites
in -lieu of fet payment.
"The $158,066.00 in "unpaid" expenditures will be
1984-1985 Fiscal year from the Balance of $385,709.00.
the remainder of the "Balance" will be encumbered for
portable facilities for both high schools which are to
during the 1984-1985 school year.
-10-
"paid" during the
In adds ti oc:,
expenditure on
be leased and setup -
IT'- E-1.:.-"'
i
RECRIYEO=�It°'rri
MOtIG[tt
EIRE.
coR ��
l'0
oMctanr+
'1�nOK
tctxl :'
W JWCt.
SIM6tA
18%
..YS 319.
St2262
$1t.19f'�
[xOMd
FORIiMD
low
3+
n
y
5,
r
ti
4S.S3s
�
IT'- E-1.:.-"'
REMEIRIE RECEIVED. 47N QWKTER 1942-83 $172,713 TOTAL 1982-3 E><1ENDIflAKY RENAIRIRR
M'r FORWARO FRO!! 137 3 OWERS 1!82-83 41191.7%
�A[0 AT 4TH QIdIRTER 2982-03 119.838
TOTAL REVDPA SENT ITN QtMATER 198243 •114.1m
IQTAh. MVW AVAILABLE 4TN MUM. M6i243 $275.468
K"WJ , VM'MM AYARTER 1982-3 -120.M A10 El!►ElID1T11REf FOR1902-3 YEAR : !42.9 .
ImAlq, TO COM VOM M0 to 1983-04 11164.589
*M SEPARATE LISTro FOR ATTERDANCE AREA MOM 'sY1KlOt SERVER& EACH SlMOIVISION.
(1) FEES COLLEi.ND IN ERROR SV CITY OF STOCKI MID REINq$=
i
RECRIYEO=�It°'rri
MOtIG[tt
EIRE.
coR ��
l'0
oMctanr+
'1�nOK
tctxl :'
W JWCt.
SIM6tA
18%
..YS 319.
St2262
$1t.19f'�
[xOMd
FORIiMD
low
SEC 11, Oleo
4S.S3s
�
M1L1511000
t
�.
salL
�
A�712
:'Ai.ow ORM
�
4
35.339"
M►MCNESTER ACRES r
•0'
>, ,
_
`
,
?1 236
21.236 .
COIORIAI ESTN ii ', ..
'250�2.610
600'
-SCMT
(lbrtntr•1 Or.)
l`4
4.420
Fos CREEK _
6.644
:2.168
1 OiO
**MIS fiRltT
3.120
KELLY Ram+
76.000
0;
PALOM PALM ESTATES
5980
St1lNER ►LACI
$ 110
0
5.600
9.600
I.a10`
CW" VIEW ESTATES
RIVER MEADOWS
S t .320
0
l.t�
11
WOOt�BIt10iE-1001.
�
0
�fi0
CLVMaS40JSTO3-
LC�
Cum.
0
f
2.600
TORAY. nx
fli0
t
0
1 ON
L212
O:<
VUIE:0QO-SR. EL-
? ►y
IN MEST
13
MAL ExPENoer
120.SZM
`_.aero
EXPOWITIAM
$no ISO
18.487
$8.311
:0.00
S 0.00
REMEIRIE RECEIVED. 47N QWKTER 1942-83 $172,713 TOTAL 1982-3 E><1ENDIflAKY RENAIRIRR
M'r FORWARO FRO!! 137 3 OWERS 1!82-83 41191.7%
�A[0 AT 4TH QIdIRTER 2982-03 119.838
TOTAL REVDPA SENT ITN QtMATER 198243 •114.1m
IQTAh. MVW AVAILABLE 4TN MUM. M6i243 $275.468
K"WJ , VM'MM AYARTER 1982-3 -120.M A10 El!►ElID1T11REf FOR1902-3 YEAR : !42.9 .
ImAlq, TO COM VOM M0 to 1983-04 11164.589
*M SEPARATE LISTro FOR ATTERDANCE AREA MOM 'sY1KlOt SERVER& EACH SlMOIVISION.
(1) FEES COLLEi.ND IN ERROR SV CITY OF STOCKI MID REINq$=
EXHIBIT F
LODI UNIFIED SCHOOL DISTRICT
DEVELOPMENT FEE REVENUE/EXPENDITURE ACCOUNT FORM
FOR PERIOD JULY, 1982 -- JUNE, 1983
�'y�.�i3YiN ti
R h
r�
0
a •.
r s
Elkhorn
r
r te9e
Lawrence
oc
Needham
Nichols
•r •ne
More a
Ir.
Lodi NS
TokayMS-
'`RECi1Mi0 it
"SAM
ford
brid9e
BALANCE
F
27-2J14.0155
8,319
4,727
16,377
11,750
44,657
47.050
24,605
4
74
A1393
8,261
FORWARD
�y MAOM tE1dU1tlE! '�
2.800
LOW
k6i" Nick
000
6 400
11.350
2i 600
3L
CAW10K i1.ACEr
-0-
17.739
3 379
-0-
'� * `CAictS10RE YILC�Lt
51.200
12600
.
46
16.804
45 6E5
N1t1SiA00�< i"' 3,600
9.111
3999
6 Slt
•0-
1.100
1200
-0-
�y
R" 01111vt
416
164
�¢,�FlMp1000
600
-0-
rx v t
��t011�tlltt �'.:
Jig
4.261
7S 179
:: j :, 4t
11.236
21J36
pq r SIM Mq }+►� fix, ,. .
1 l2.00
6.1 3
6.14)
6,682
15,158
040
4 160
1.040
11120
J. -KKl 11:,1..1^
'O_
�'y�.�i3YiN ti
R h
r�
0
a •.
(continued)
LODI UNIFIED SCHOOL DISTRICT
DEVELOPMENT FEE REVENUE/EXPENDITURE ACCOUNT FORM
FOR PFRI,`D JULY, 1982 - JUNE, 1983
lt,
Ll
RE
r f
rn
r r Cyt errenct
Loc -
NtedhM
NIC 1
t ent
rt
r.
u 1
'
lyLp`p :
BROW
4 01s 4.261 8,319
ford
4.727
16,377
11,150
44,657
47,050
60
24,S
4,261
3.2741
36,393
prtdge MAKE°r'
5.261 FORWA
To
-7i ow
�Y
�m
r- apM IARC ESTATES
-
o '`'i°?r'�4nu �s {•r :!1,: "9`.360
..
9.360
�3 y
nf,"� 1„1i100055t08t LOOI�NIpI
•+`. 1 Yom.
.35 ; Aye. yy,+j��7
�#f,
�`� c l�K4 N101 ,•" 080
2 '?0
3,960
1.040
2.660
1 00 N pt ri ; ' !800
3200
3.200
2600
}
�' �YlNE1100G-St.tt• -�� .
50
MiMI►i iMi&f.��
..,,
-0
1.246
9.479
SSSS
1.517
16,377
4?•.597
5.495
6.517
.3
-0-
?6.180
8.4s7
-0-
8,319
.0-
.0-
.0-
-0-
-0-
-0-
-0-
-0-
-0-
-0-
154 659
lt,
Ll
EXHIBIT G
LODI UNIFIED SCHOOL DISTRICT
DEVELOPMENT FEE REVENUE/EXPENDITURE ACCOUNT FORM
FOR PERIOD JULY, 1983 - JUNE, 1984
lift
X26,180
•,657
swri8.31
`8,319
Reese
Dri
keAm
Norada
14.261
Unfor E
LRS
TNS
8atar.:e
12016M
12.000
41261
6 000
2,9008,261
34.763
39,200
22,261
6,37S
38,195
forward
3'e00
0
8.261
W7
4.793
24,07
r
!f!i Mw
461
739
0
file14
.tMB>tMr
31.9
6.793
33.402
66,021
he! IMBt
8,261
I1.
Nl)1fMN 5
t,;. 3 N0(
12.52
1
i81� NEIN 1
184
0
4,161
31,01
{5 Y+
'
�' X7777# if hii r '
1 t00
W
rtifturs
1
r
1 J 7
980
9,160
_
10+m
116 100
Y
it f 'SVA
x Y° ti
4 600
32 380
21 840
��t `l�fNr'f��iN'r7► '
�x; a
8.260
0
X i'a
(continued)
LODI UNIFIED SCHOOL DISTRICT
DEVELOPMENT FEE REVENUE/EXPENDITURE ACCOUNT FORM
FOR PERIOD JULY, 1983 - JUNE, 1984
4t
t5 RotlflrN
�trteut
8reepAt
Crrtt-
Oevt>{
Elkhore
Rndt
'8.467
ri
LewprY�yfK
ocke o
NIcAo1;
Oekr00d
Perk1♦
RMSe
br/Aqe
NeedAM
Norede
Senior E
LHS
THS
8ilafice
- -
. hr
side
•26.1!0
1,261
'000
2000
@,261
14.763
39.20L'
585
261
388
22 261
4 2E1
6.37S
38.195
forwrd
*itNB Nrll Estates
4,980
3.360
1
1,840
1.040
O
'y.
*tAo
6 2
0
—.
_66
__
AAo •Nr,i><tif!►
r.•A
24.180
F,t`t,':.
• l�f •
Ef }
2.375
1.785
Y
Z'000
7.6rr
} �A►fs•9orN4-
Y$�
2.340
2.W
�:81i10r fi60
o
i
1 azo
780
M
780
—
7.243
126
M.114
_
R`
.000
O S72
4 1
1
�.i6L_
1LIl
11,111 1
2 6
4 261
6 375
>d 195
3 V
3 P
�„•,,,,�,,,,,,
Q
g,257-0.401
0
0
0
'
158.061
tt{
!OTE: Carryover expenditures will be charted with revenue in a preliminary first quarter
report in the 19C4 -19C5 Fiscal Year. cxpeilditures for which the remainder of the
balance forward will be encumt:ered will also be charted at that ti -me.
IAmount includes S1S.600 for the Elkhorn Mini School and 193.000 for Otto Drive
Maxi School.
2Includes cost of final grading. which was delayed by ponded water.
3Includes set-up costs.
4Includes moving and set-up costs.
5Vocational Ed Center. Pull-out program for both high schools in leased dwelling.
-16-
EXHIBITH .
LORI
tN1IFIED SCHOOL DISTRICT
INTERIM.HOUSING
EXPENDITURES
r
FOR PERIOD JULY,..I983>- JIVE
1984
KEW
PORTABLE
OLD
PORTABLE PORTABLE
TRAILER
MINI/
LEASE
Sum
LEASE
MAXI
COST
COST COST
COST
SCHOOL.
TOTAL
DAVIS
5 .8.000, _
S 8.000.00
ELKHORN
S 8,000
S 4,000
S1O8.600
$120.600.00 '
HENDERSON
f 12,000
$ 12,000.00 -
HERITAGE
S 4,261.20
S-.4,ZG1.20
LAWRENCE
f 6.000
S 6.000 00,
LOCKEFORD
$ 2.000
S 2.000 00,, r
NEEDHAM
S 16.000
S 4.388.40
$20.3&8 40'._
NICHOLS
S 4.000
S 4,261.20
S_,8,261.20
OAKWOOD
1 1,800
S 762.50 S 16,000
1 34.762.50;.
PARKLANE
S 4.000
$ 16,000
$ 19.2oo
S 39.2010.00
MORADA
S 10.000
S 8,000
$ 4.261.20
5.22.261.20 "
LOCI HIGH
S 4.000
S 2,3755
$ 6.375.00 .f
SR EL
$ 4.261.20
S :,4.261.20 -
TOKAY HIGH
$ 12,000
S 4.1952 S 16.000
S 3,625.20
S 2.3755
S 38.195.20`:
WOODBRIDGE
S 4,000
$ 4.261.20
S .8.261.20`
CREEKSIDE
$ 4.249.633
Y
f .4.219 63
REESE
S 9.584.764
S 9,584.76'-
TOTAL
$104.000
S 4.957.50 S 64.000
S 43.153.99
$127.800
S348,6S1.49
IAmount includes S1S.600 for the Elkhorn Mini School and 193.000 for Otto Drive
Maxi School.
2Includes cost of final grading. which was delayed by ponded water.
3Includes set-up costs.
4Includes moving and set-up costs.
5Vocational Ed Center. Pull-out program for both high schools in leased dwelling.
-16-
aa
a W90W
joitay sign
3 54,li9
...........................
11"I ta"
4.661
1
EXHIBIT.
I
IIRIS DRIVE
f 1.200
Senior Elea.
1 461
97,4,Fw,'4�- "y btVtLd0,ME*T
FEES
Lodi High
739
. =TOTALAEVENUE AND
EXPENDITURES
CITY OF LODI
.-.MAL NOW
COLLECTED SCW00XS AND NVJqT
sllentF. 1429414 OF F1110S. EVENDED
NOWIT SPENt
WNWRIUM FU"
a W90W
joitay sign
3 54,li9
11"I ta"
4.661
1
58,800.
0
IIRIS DRIVE
f 1.200
Senior Elea.
1 461
Lodi High
739
LAKESHORE VILLAGE
$135.600
Lawrence
S 14,319
A""
4.793
Senior Cite.
1.461
Tokay High
so.z?%
S
70.779
S
LODI PARK WEST
3 19.400
WWWbri6ge
S 8.261
$
8,261
s
1411Lsw000
s 38.200
VacdWd"
s 2S.688
S
26.699
N. ;dsool St. Condft
S 1,200
Woodbridge
$ 1,200
S
1.200
0
PALOMAR DRIVE
i Goo
LV.,i High
S 600
s
Goo.
(Millswood)
PINEWOOD
s
Lodi Hilb
s 3.00
s
3,000
f I'm
STIONETRET
i 39,600
H*ri tag*
S $.522
3
8.322
f 11.078
S1"4MMO
f 1.200
I'm
WMMESTER ACRES
j 34,800
Tokay Rifp
121.234
TOTAIL
-tool
MAW
S234.SS7
S234ISS7
S1114,043
*Overflow School
s
PALOMA PARK ESTATE f 23.580 Parklant f 20.220 f 20,220 f 30380 .
StPKR PLACE f 37.590 Parklane $ 36.550
#brad& * S 1.040
SUSSEX GARDENS f iS.260 Elkhorn f 6.892
Needhafe`° f 8.368
S 37,S90 0
S 15,260 0
TOTAL
CITY OF STOCKTON $871,360 $706.240 $IO6.240 $165.120
*Overflow Schools
-18-
iv
t
t
�Si
4i d
EXHIBIT J
.DEVELOPMENT FEES
>r TOTAL;REVENUE"AND EXPENDITURES
CITY OFA STOCKiON
?VINE ANOttt4T
COLLECTED
SCHOOLS A+O NOW
TOTAL.
BALANCE OF UIRISEO
LrISION
1979-1984
Of FM EXPE110ED
ANOtMR SPENT
OEYELOPNEMT iEES
AWITE 1Wg8
f i,h0
Moedhaie S 2.520. '
'S 2520
CLAIRMOMT
:. 93.750
E1k"m S 38:980
. Perki&ne * f 47,660
t
.
TokAy High S 3,950
f 84.590
f 9,160
(Sy26�b to 0J�
COLONIAL -ESTATES
5.271.20
Creekside f 4,250
r
q s
Elkhorn f 17.521
Elkhorn
MiA f 53.725
Oakwood * $185.709
$261,205
f 10,080
FALCON CREST
f 125.060
Elkhorn $ 8.5�
f 8.580
5116.480
(Mariner's Drive)
FOX CREEK
f 210.815
Davis $ 20,290
Parklane $108,937
Morada f 39,148
Tokay Nigh $ 16,000
=4
Oakwood * $ 4.600.
"
5188.975
f 21.840
_
NARPER'S FERRY
S 9.300
Oakwood f 9.300
f 91300
0
KELLY NORTH
$ 78,000
Elkhorn S 78.000
f 78,000
0
PALOMA PARK ESTATE f 23.580 Parklant f 20.220 f 20,220 f 30380 .
StPKR PLACE f 37.590 Parklane $ 36.550
#brad& * S 1.040
SUSSEX GARDENS f iS.260 Elkhorn f 6.892
Needhafe`° f 8.368
S 37,S90 0
S 15,260 0
TOTAL
CITY OF STOCKTON $871,360 $706.240 $IO6.240 $165.120
*Overflow Schools
-18-
07
4
a' f
J, u e -
;s ss d✓ s w -
j EXHIBIT
k
DEVELaPMEMT FEE `AdREEICIOS
July, 1984
rt
E
r reerment. ' :
Amount- Col I ectad -
tknnis'Noble (Zinfandel Estates) -Stockton
_
Cook John Derploprnent (Willow Brook) - Stockton
r
r Eilers Annexation Woodbridge
Noodbridge Greens - Woodbridge
Noma Annexation - Lodi..
Park ►est (formerl y
:Kennedy Ranch) - Lodi
4111,139
Filley Ranch (Sun West # 4) - Lodi
Barnett -Range (Fox Creek 11 & 12) - Stockton
486320
lobaugh (Lobaugh Meadows Annexation) - Lodi
Joaquin Marietta - Stockton
Barnett -Range (Clairmont) - Stockton
Tandy Ranch - Lodi
Johnson Ranch - Lodi
-20-
NUME OF PUBLIC HEARING MARRING
DBCLARATICN OF 51PAGTICN DAM
AI)CM 7, 1984 BY LCDI UNIFIED
SCHOOL DISTRICT BOARD OF ITMEES
1410 AS, Ordinance No. 1149, entitled, "An Ordinance of the
City of Lodi to Provide for the Dedication of Land or Fees or Both as
a C)ond i t i on to the Approval of New Residential De %re 1 opment s, for the
Purpose of Providing Classroom Facilities Where Conditions of
Overcrowding Exist in a Public School Attendance Area", which was
adopted by the Lodi City Council on August 2, 1978, provides that the
Governing body of a school district which operates, in whole or in part,
within the City of Lodi my 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 programa 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
hearing, the City Council shall determine whether it concurs in such
finding. If the City Council concurs, it shall by resolution designate
the school as an overcrowded school.
NO11, TI iEREF RE , BE IT RESOLVED that the City Counc i 1 of the
City of Lodi does hereby set a Public Hearing on Wednesday, Cktober 3,
1984 at the hour of 7:30 p.m., or as soon thereafter as the matter may
be heard, in the Council Chambers, City Hall, 221 West Pine Street ,
Lodi. California, to receive public input on notification received
from the Lodi Unified School District declaring a state of impaction
in nineteen attendance areas.
Information regLrding 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: September 5, 1984
By Order of the City Council
4 J11kz
ILL �t
ALICE M. REIAM
City Clerk