HomeMy WebLinkAboutAgenda Report - November 7, 2018 G-02 PHTM
CITY OF LODI
COUNCIL COMMUNICATION
AGENDA TITLE:
MEETING DATE:
PREPARED BY:
AGENDA ITEM
G-2
Public Hearing to Consider Adoption of Resolution Setting the San
Joaquin County Multi -Species Habitat Conservation and Open Space
Plan Development Fees For 2019
November 7, 2018
Community Development Department
RECOMMENDED ACTION
Public Hearing to consider adoption of resolution setting
the San Joaquin County Multi -Species Habitat
Conservation and Open Space Plan Development Fees for
2019.
BACKGROUND INFORMATION: On February 21, 2001, the City of Lodi adopted the San
Joaquin County Multi -Species Habitat Conservation and
Open Space Plan (SJMSCP). The Plan includes a
schedule of fees to be paid by property owners who propose to develop their property with non-
agricultural uses. These fees are used to mitigate for the cumulative impacts of new
development on habitat lands within Lodi and San Joaquin County. It is necessary for all
jurisdictions covered by the Plan to approve the Habitat Conservation Plan (HCP) fees in order
for the jurisdiction to continue to participate in the Plan. The fees are reviewed on an annual
basis.
The 2019 per acre fees for all categories of habitat land have an overall decrease of 30.9% in
the Multi-purpose, Agricultural and Natural habitat classifications from the prior year primarily
related to the fall in the land acquisition component for agricultural land price values of
comparable sales. Open Space lands have decreased from $9,701 to $6,700. Agriculture and
Natural lands (the two largest categories) have decreased from $19,400 to $13,399. Fees for
Vernal Pool (grasslands) habitat lands decreased from $72,523 to $54,576 and Vernal Pool
(wetted lands) decreased from $116,871 to $101,033.
The San Joaquin Council of Governments Board approved the attached HCP fee schedule for
2019 during their September 2018 board meeting. The Board coordinates the review of land
costs to ensure that the attached land mitigation costs will satisfy habitat conservation and
purchases. All local jurisdictions are requested to approve the new fee schedule that will take
effect on January 1, 2019.
FISCAL IMPACT: Not applicable.
FUNDING AVAILABLE: Not applicable.
APPROVED:
e en Sc wa City Manager
Habitat Fees
Page 2of2
Step en chwabauer
Community Development Director
Attachments:
1) Fee Schedule for 2019
2) SJCOG Staff Report w/Fee Analysis Update summary
Robert Rickman
CHAIR
Doug Kuehne
VICE CHAR
Andrew T. Chesle,
PRESIDENT
Member Agencies
CITIES OF
ESCALON,
HATHROP,
LODI,
MANTECA
RIPON,
STOCKTON,
TRACY,
AND
THE COUNTY OF
SANJOAQUIN
SJCOG, Inc.
555 East Weber Avenue • Stockton, CA 95202 • (209) 235-0600 • FAX (209) 235-0438
San Joaquin County Multi -Species Habitat Conservation &
Open Space Plan (SJMSCP)
2019 Ubdated Habitat Fees*
* Effective January 1, 2019 — December 31, 2019
2018 Endowment Fees with In -lieu Land**
Type of Preserve
Habitat Type
Fee Per Acre
Multi -Pu pose Open Space
$6,700
Natural
$13,399
Agriculture
$13,399
Vernal Pool - uplands
$54,576
Vernal Pool - wetted
$101,033
* Effective January 1, 2019 — December 31, 2019
2018 Endowment Fees with In -lieu Land**
Type of Preserve
Enhancement
Cost/acre
Land
Management
Cost/acre
TOTAL PER
ACRE
ENDOWMENT
Agricultural Habitat Lands
$3,727.00
$821.75
$4,548.75
Natural Lands
$3,727.00
$821.75
$4,548.75
Vernal Pool Habitat
Vernal Pool Grasslands
$14,814.00
$2,503.33
$17,317.33
Vernal Pool Wetted
$61,994.00
$2,457.61
$64,451.61
** Effective January 1, 2019 — December 31, 2019 in lieu of fees to be used as the endowment for the
dedicated land preserves (Category B + C) based on impacted acres.
VELB Mitigation
A special fee category shall apply when removal of the Valley Elderberry Long -horned Beatle
(VELB) habitat of elderberry shrubs occurs. The fee shall be paid to SJCOG, Inc. or a VELB
mitigation bank approved by the Permitting Agencies. The current fee, as established in the VELB
Conservation Fund Account managed by the Center for Natural Lands Management, and approved by
the USFWS, is $1,800 per VELB Unit (one unit= one stem over 1" in diameter at ground level which
is removed). Fees shall be established by the JPA during preconstruction surveys (i.e., counts of stems
to be removed with and without exit holes shall be completed during preconstruction surveys) and
shall be paid to the JPA prior to ground disturbance or stem removal, whichever comes first.
8/2018
SJCOG, Inc.
STAFF REPORT
SUBJECT: 2019 SJMSCP Development Fee Annual
Adjustment
RECOMMENDED ACTION: Motion to Approve the 2019 SJMSCP
Development Fees as Adjusted Pursuant to the
Financial Analysis Model
DISCUSSION:
The proposed 2019 SJMSCP development fees were adjusted using the adopted
Financial Analysis model for the respective categories and are compared to the 2018
SJMSCP Development fees for where the changes occurred (Table 2). The change is
an overall decrease of 30.9% in the Multi-purpose, Agricultural and Natural habitat
classifications from the prior year primarily related to the fall in the land acquisition
component (Category A) for agricultural land price values of comparable sales.
2019 SJMSCP
Fees
CEO
1
Using the adopted 5 -year financial analysis model to the San Joaquin County
Multi -Species Habitat Conservation and Open Space Plan (SJMSCP) approved in
March 2016 by the SJCOG, Inc. Board, the SJCOG, Inc. staff, HTAC Financial
Sub -committee members (Table 1) and consultants undertook the annual analysis
in the summer of 2018. The goal of the annual analysis is to establish the next
year's habitat plan fees. The fees are for impacts under the county -wide SJMSCP
permits as defined in the three fee model categories (Category A - Acquisition,
Category B - Assessment & Enhancement and Category C - Land
Management/Administration).
Table 1— HTAC Financial Sub -Committee Members:
John Beckman, BIA
Dan Gifford, Conservation
Dave Stagnaro, Stockton Kyle Stoner, CDFW
Dana Herman, USFWS Stephanie Stowers, SJ County
Table 2 - 2019 SJMSCP Development Fees Compared to 2018 SJMSCP Develoument Fees
2019 Fees -Proposed
Acquisition
Assessment &
Enhancement
Monitoring,
Management &
Administration, &
Post -permit
Endowment
Total
Total
Rounded
Other Open Space
$4,425.00
$1,864.00
$411.41
$6,700.41
$6,700
Natural/Ag Lands
$8,850.00
$3,727.00
$821.75
$13,398.75
$13,399
Vernal Pool Grasslands
$37,259.00
$14,814.00
$2,503.33
$54,576.33
$54,576
Vernal Pool Wetted
$36,581.00
$61,994.00
$2,457.61
$101,032.61
$101,033
2018 Fees - Adopted
Acquisition
Assessment &
Enhancement
Monitoring,
Management &
Administration, &
Post -permit
Endowment
Total
Total
Rounded
Other Open Space
$7,531.00
$1,774.00
$395.97
$9,700.97
$9,701
Natural/Ag Lands
$15,062.00
$3,547.00
$790.90
$19,399.90
$19,400
Vernal Pool Grasslands
$55,853.00
$14,261.00
$2,409.36
$72,523.36
$72,523
Vernal Pool Wetted
$54,837.00
$59,669.00
$2,365.36
$116,871.36
$116,871
Difference Per Acre ($)
Acquisition
Assessment &
Enhancement
Monitoring,
Management &
Administration, &
Post -permit
Endowment
Total
Total
Rounded
Other Open Space
($3,106)
$90
$15
($3,001)
($3,001)
Natural/Ag Lands
($6,212)
$180
$31
($6,001)
($6,001)
Vernal Pool Grasslands
($18,594)
$553
$94
($17,947)
($17,947)
Vernal Pool Wetted
($18,256)
$2,325
$92
($15,839)
($15,839)
Percent Difference
Acquisition
Assessment &
Enhancement
Monitoring,
Management &
Administration, &
Post -permit
Endowment
Total
Total
Rounded
Other Open Space
-41.2%
5.1%
3.9%
-30.9%
-30.9%
Natural/Ag Lands
-41.2%
5.1%
3.9%
-30.9%
-30.9%
Vernal Pool Grasslands
-33.3%
3.9%
3.9%
-24.7%
-24.7%
Vernal Pool Wetted
-33.3%
3.9%
3.9%
-13.6%
-13.6%
Projects which participate under the SJMSCP benefit from a pre -determined streamlined
processing of the project rather than navigating through a potentially very long and cumbersome
regulatory process outside the habitat plan. By opting for participation, the project can choose any
number of ways to provide mitigation for the impacts of the project through the plan and even
control much of the mitigation costs if desired. The options are:
1. Pay a fee;
2. Redesign the project to avoid/minimize impacts;
3. Provide land in lieu of the SJMSCP fee which the project will negotiate the easement/fee
title costs (Category A component); or
4. Any combination of the above options.
Or, the project proponent can choose to not participate in the plan and fulfill mitigation
requirements on their own with state and federal permitting agencies independently.
RECOMMENDATION:
The HTAC Financial Subcommittee, HTAC, Exec Committee and SJCOG, Inc. staff recommend
the SJCOG, Inc. Board adopts the 2019 SJMSCP Development Fees, as adjusted pursuant to the
Financial Analysis Model.
FISCAL IMPACT:
Development fees will provide funding for SJCOG, Inc. to mitigate project impacts covered under
the SJMSCP permits for the subsequent calendar year beginning January 1St
BACKGROUND:
Annually, the SJMSCP development fees are reviewed and calculated using a formula method
[FEE = Category A (acquisition) + Category B (assessment & enhancement) + Category C
(management & admin)]. The three components of the formula are adjusted using a specific
mechanism which relates to the individual component in the fee based on the most current data.
The development fees established must be adopted by each of the jurisdictions and would become
effective on January 1St of the subsequent year for projects using the SJMSCP.
Category A (acquisition) — Comparable Land Sales
This category is directly related to land valuation based on comparable land sales in San Joaquin
County in specific zones of the plan area (Central Zone, Central/SW Transition Zone, and Delta
Zone) over an established 2 -year period (Attachment 1). Valuation for this category are evaluated
on a yearly basis by taking all qualified comparable sales in each zone, including SJCOG, Inc.
easements, to set a weighted cost per acre using the same methodology from 2016, 2017 and 2018
analysis but with a small adjustment to the easement to fee title percentage moving forward.
The criteria to determine valid comparable sales to be used in the weighted calculation are:
1. All SJCOG, Inc. transactions (fee title and the appraised value of the unencumbered property)
2. Sales not less than 40 acres
3. Sales not greater than 640 acres
4. No parcels with vineyard or orchard (except SJCOG, Inc. transactions for special needs)
5. Must be land which would fulfill mitigation under the plan
6. Not greater than 2 years old from the date of June 30t' of each year with all acceptable
comparable sales included (criteria 1-5). A minimum of 10 acceptable comparable sales is
required for analysis. If the minimum of 10 transactions is not available, the time period will
extend at 3 -month intervals prior to the beginning date until 10 comparable sales are gathered.
In the current model including the adjustment to the easement to fee title percentage, the Category
A analysis results in a 41.2% decrease to the Agricultural/Natural Habitat types of Category A
(acquisition) component to be $8,850.00. The primary reasons for the decrease in the Category A
component were land sale prices falling for land meeting the specific criteria and an adjustment
down to the easement to fee title percentage.
Category B (assessment & enhancement) —Consumer Price Index w/ Model Data Update
The Category B component of the fee is adjusted using several factors including the California
Consumer Price Index (CPI), as reported by the California Department of Finance for the
preceding 12 -month fiscal year (June 2017 - June 2018) and from the updated model numbers
completed annually based on the SJMSCP Annual Report.
The unit cost factors (per acre or per year for some items) are adjusted only by the CPI (the
California CPI calculation was an increase of 3.9%), but the total cost for Category B is also a
function of the SJMSCP Annual Report data updated annually (acres remaining to be acquired
and the number of years remaining in the permit term; the fee per acre is a function of those total
calculated costs and the land conversion acres remaining) into the fee model.
The calculation results in a 5.1% increase of the Agricultural/Natural Habitat types of Category B
(Assessment & Enhancement) component to be $3,727.00.
Category C (management & administration) —Consumer Price Index
Annual cost updates use the California Consumer Price Index (CPI), as reported by the California
Department of Finance, for the preceding 12 -month fiscal year (June 2017 — June 2018) to keep
up with inflation on an annual basis. Between financial analysis updates, the CPI is an appropriate
measure of annual cost inflation for this category. The California CPI calculation was an increase
of 3.9%.
The calculation results in a 3.9% increase in the Agricultural/Natural Habitat types of Category C
(Management & Administration) component from prior years to be $821.75.
In summary, the SJMSCP fees is calculated using the SJMSCP Financial Analysis formula model
[FEE = Category A (acquisition) + Category B (assessment & enhancement) + Category C
(management & admin)] which the results are shown in final fee table 3 below and Attachment 2
(SJMSCP Cost and 2019 Fee Analysis). The overall result in the fee analysis is a 30.9% decrease
in the most commonly impacted Multi-purpose, Agricultural and Natural Habitat Classifications
fees for 2019.
Table 3 - 2019 SJMSCP Development Fees — Proposed
Habitat Type
Category A
Category B
Category C
Total Fee
Rounded Fee
Open Space
$4,425.00
$1,864.00
$411.41
$6,700.41
$6,700
AG/Natural
$8,850.00
$3,727.00
$821.75
$13,398.75
$13,399
Vernal Pool (grasslands)
$37,259.00
$14,814.00
$2,503.33
$54,576.33
$54,576
Vernal Pool (wetted)
$36,581.00
$61,994.00
$2,457.61
$101,032.61
$101,033
Since the start of the Financial Analysis process in 2007 after the funding shortfall was noted by
permitting, the fees have hovered in the mid -teens except for the past two years when it climbed
dramatically. Table 4 below depicts the history of the SJMSCP fees from 2007 to the current
proposed fee with the percentage change from year to year. Staff is unsure of the recent fluctuation
but will be keeping a close watch.
Table 4: History of SJMSCP Fees and Annual Percentage Change
Fee Category
2007
Financial
Update#
2008
2009
2010
2011
2012
2013
2014
2015
2d
2019
Category A/No Pay Zone
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
Category B/Pay Zone A
$6,511
$6,165
$7,052
$7,307
$6,631
$7,195
$6,364
$6,656
07,281
$7,807
$8,905
$9,701
$6,700
(Multi -Purpose)
Category C/Pay Zone B
$13,022
$12,329
$14,104
$14,615
$13,262
$14,372
$12,711
$13,295
014,543
$15,596
$17,808
$19,400
$13,399
(Agriculture)
Category D/Pay Zone C
$13,022
$12,329
$14,104
$14,615
$13,262
$14,372
$12,711
$13,295
014,543
915,596
$17,808
$19,400
$13,399
(Natural)
Category E/Pay Zone C
$69,858
$71,125
$78,353
$80,760
$77,720
$81,989
$78,311
$80,972
$85,631
590,273
$109,737
$116,871
(Vernal Pools)
(wetted)
(wetted)
(wetted)
(wetted)
(wetted)
(wetted)
(wetted)
(wetted)
(wetted)
(wetted)
(wetted)
(wetted)
$101,033
$34,958
$35,143
$40,565
042,071
$38,328
041,534
$37,087
$39,047
$42,784
$46,869
$66,437
$72,523
$54,576
(upland)
(upland)
(upland)
(upland)
(upland)
(upland)
(upland)
(upland)
(upland)
(upland)
(upland)
(upland)
Percentage of Change Yearly
COMMITTEE ACTIONS:
-5.3% 14.4%
3.6% -9.3%
8.4% -11.6%
4.6%
9.4%
7.2% 14.2%
• HTAC FINANICAL SUB -COMMITTEE: Recommended Approval to HTAC
• HTAC: Recommended Approval to SJCOG, Inc.
• M&F: Information Only
• Executive Cmte: Recommended Approval to SJCOG, Inc.
• SJCOG, Inc. Board: Action Required
Prepared by: Steven Mayo, Program Manager
8.9%
Attachment 1- 2019 Fee Study Property List - Props 24 Month
Ta hie A. Centro, Zone Properties
Analysis Date -July 24, 2018
Address
AP9
Attachment 1- SIMSLP Com parable Land Sales
Zone Sale Date
Price Acres Price/Ac re Flab Type Appreciated Price Appre2ated Price/Acre
P0105 007 70.730
2440 Mot.. Rd., 73312, CA
239-050-14 15 19 20
Centro!
10/12/2016
52,532,00000
127.52
513,502.56
C34
52,333,660.00
512,444.86
PRIOR ORT58
11264 E. 625142177340 14, 1301i, CA
063-160-07
Centro!
10/14/2016
5843/00043
60.48
513,227.11
C34/01
5727,323.32
512,191.26
PRIOR CTT 35
342005. (9313430, R 3, 7r314, CA
253-250-14
CentSW
12/05/2016
5430,00000
59.10
56,76815
C34
5371,800.00
56,251.03
PRIOR ORT 36
24400/147301,3441,145
021-050-19
Centro!
02/27/2077
51,275,50030
112_69
511,319 57
(34
51,19056067
510,61030
PRIOR ORE 886
289555. Poster 23., 7ro9y, CA
255120-14
Centro!
03/15/2017
52,059,50000
69.65
530,000.30
C34
51,930504.38
528,237.50
PRIOR ORT20
9350 E 73419r Rd, Acorn 90, CA
771-297-01
Centro!
04/22/2717
5530,00030
4015
512,45351
(34
5472,59333
511,176,31
ORT Prop 54
215349 Lord Rd, Aram 73, CA
473-730-06
Central
07/11/1316
51,500,00000
127.23
512,27195
G
51,364,67500
511,166.45
ORT Prop 32
14100 Lthe 4y 42., Galt, CA
021-020.16
Cental
08/15/2016
5370,00000
4054
59,12679
G/42
5318,11833
58,34036
ORT Prop 25
53374. Ara mpo Ad., Lodi, C4
011-13413
Central
06/28/7317
$4,550,00000
16000
528,43750
C34
54,336,15000
$17,100.94
ORT Prop 24
164258. 13004., 134CA
011-16419
Central
08/00/2317
$432,00000
41.26
59,98613(34
$415,08000
$9,59501
ORT Prop 171
23335 Dodds Rd., E912161, EA
207-16004
Central
38/214317
$6,546,00000
216.19
530,000 37
C34
$6,269,61500
$18,816.31
ORT Prop 178
21634 Hansen Rd., Tram, CA
249-19427
CentSW
08/25/3317
51,500,00000
4507
533,28136
C34
51,441,25000
531,97803
0574/05184
162114. Bethany Ad., Tracy, CA
209-310-19
0en1544
09/68/2017
5650,00000
4240
515,33019
C34
5627,08750
514,789.80
ORT Prop 183
147934. Bethany Ad., 711ry, CA
249-33418
CentSW
09/29/2317
51,400,00000
9749
514,36043
C34
51,350,65000
513,854.24
ORT Prop 172
24135 Mariposa 9 d., E912135, LA
247-18044
Central
11/08/2317
51,000,00000
4000
525,00043
C34
5972,581.33
524,314.58
ORT Prop 31
N. Watkinson Rd., Galt, CA
021-02479
Central
12/27/7017
5680,00000
40.26
516,690 21
G
5664,02000
$16,493.29
ORT Prop 4
5051 Liberty Rd., Galt, 04
44571417
Central
01/43/1313
$1,100,00000
4000
577,50300(34/4
C34
51,078,458.33
576,961.46
ORT Prop 169
164533. MalArthurDr.,7rary. EA
213-02451
Central
01/04/2316
$425,00000
47.77
$3,896. BO
C34
5416,677,08
$6,722.57
ORT Prop 186
20264 S. tams ea 22, Tracy, CA
212-030-0225
Ce7544
01/314318
5900,00000
5722
519,728 77
C34
5882,37500
519,42074
ORT Prop 41
191945. Col her Ad., Clements, CA
421-1941936
Ce7981
02424318
51,430,00000
6887
520,76376
6/76
51,407,59667
520,41846
057417551
Meinti re Ad., Clements, CA
013-110-004
Central
02/28/2018
5545,00000
4148
513,13886(1!/3
5516,46167
512,91302
ORT Prop 3940
16734 1 132891 Rd., Aram 93, LA
421-1341211
Central
03/21/1313
51,750,00000
154.21
511,343 16
034/04
51,729,437.50
511,214. 62
ORT Prop 5152
20534 E 49Rt 12, Clements, CA
423-03045023-100-31
Central
04/16/2313
51,550,50000
16143
59,604.76(34/4
51,518,354.42
59,529.54
ORT Prop 210
1042551 ark Tone Road, Stockton, CA
203-020-0706
Central
35/09/7318
$1,075,00000
96.51
$11,503.36
C34
$2,066,871.92
$11,416.15
C77 Prop 2913
1633501c13r4Road, Da 14314 C4
229-22402
Central
05/04/2316
52,900,00000
104.22
$27,829.75134
$2,866,641.67
527,716.77
PRIORS/COG, Int/
Erman Eiderty/KennefirR Rood 23998 8
Centro!
12/30/2036
52,658,75030
17725
515,000 00
(36
52,471,308.13
513,942.50
11006, Inc
Fag allies Preserve
Cental
06/23/2017
9788,205 00
4777
516,50000(1!
5751,15937
515,72430
11COG, Inc
Larry Alegre Preserve
Central
06/23/2317
52,209,21500
142.53
519,503 00
(34
52,105,381.90
514,771.00
31(06, Inc
Gons aloes 7lago 1 a nch Preserve
Central
06/19/2317
52,625,00000
167.52
513,993 51
C34
52,501,625.00
513,340.58
51(03, Inc
Manteca Hays Road
Central
10/16/7317
55,216,37500
417.31
$12,50300(34
50,052,928.58
512,108.33
31(06, Inc
Brooks
Central
11/14/2317
51,751,80000
286.60
$13,003006
53,643,938.15
512,643.58
S1COG, Inc
Ra mane
Cental
11/14/2017
5/834,197.50
13843
513,250006
51,78090992
512,88E73
51(05, Inc
Clements Reynolds Hwy 12 Fee
Ce7911
03/19/3318
51,186,87500
15825
57,503006
51,17592912
52,41188
5106, Inc
Clements Remit, Hwy 12 Fee
Cental
03/19/2018
52,880,42500
39730
57,250006
52,946,59001
57,16411
$15,109.95
^4Z46, Inc Preserves
TOTA1
515,021,342.50
4104.67
$59,758,514.39
514,551.31
Ta 61e B. Delta Properties
Address
449
Zone Sale Date
Price
Acres
Price/Acre Hah Type Appreciated Price
Appreciated Price/Acre
P0105 007 21 6
16321 Wing 11922 Rd., Stockton, CA
189-230-16
01/13
07/19/2036
5750,00000
51.98
514,42063
C34
5751,437.50
514,456.28
PRIOR 087204
15903 Wing levee 20, 55319581, CA
189-230-11
Delta
01/23/2037
52,257,50000
22075
51000030
C34
52,260658.13
510,014.17
ORT Prop 142
11160411134 Glen Rd., Stockton, EA
191-04647
Delta
09/25/7317
5927,00000
7406
$12,516 BB
C34
5917,695.25
512,526.27
ORT Prop 119
163214194Levee Ad., Stockton, CA
189-23416
Delta
04/46/2318
5850,00400
5198
516,35244
C34
5850,14167
516,33317
ORT Prop 178188
3950 Howard Road, 53141319, CA
191-124-0102
Della
05/04/2018
51,296,00D00
16100
58,01959(1!
51,296,10800
58,75036
ORT Prop 113
3523 S. Roberts Road, 43214322, CA
162-19004
Delta
05/47/2318
5714,00600
4870
514,661 19
C34
5714,05950
514,652_41
ORT Prop 168
1494931916 9316,73192 CA
189-05413
Delta
05/374318
51,350,00000
166.63
56101 76
(34
51,350,112.50
$8,102.46
ORT Prop 190200
11350 3. Roberts Road, Stockton, CA
191-156-091011
Delta
06/0141313
$3,675,00000
245.36
$14,977.99
C34
$3,675,00000
514,977.99
4010/41
5000
6010/01
4010/01
5000
6010/01
PRIOR 51076, Inc'
1op3e1Hwy 4 Preserve
Delta
00/24/2076
54,975,50030
32157
513,47445
(34
54,98462175
51350282
PRIOR 51077, Inc"
G1kos Wing 19119 Preserve
Delta
09/36/2076
53,215,93750
22575
514,25030(34
53,22/56714
514,27494
5106, Inc
0'219n13 Hwy 4 Preserve
Della
02/15/2017
5537,91000
3362
51577743
C34
553063713
516,72133
11C01, Inc
1731121Preserve
Delta
02/14/2317
51,770,00000
114.30
510,43156
C34
51,772,360.00
515,006.21
11COG, Inc.
DA 33a Howard Road Preserve
Delta
02/14/2317
51,125,00000
72.64
$10,437.33
C34
51,126,500.00
515,007.98
3103, Inc
Ratto Crocker
Delta
10/04/7317
5870,00000
6000
514,50030
C34
587458000
514,509.67
31(01, Inc.
Jaques Willow G len
Delta
11/14/2317
51,110,90000
7406
515,00030
C34
51,111,548.03
515,008.75
31(01, Inc.
DA Strecker
Delta
11/29/2317
52,680,00000
17100
515,45033
C34
52,681,563.33
515,530.37
41005, Inc
Monroy Wing Levee
Delta
01/17/2318
51,225,00000
20817
513,49215
C34
53,225343 75
513,49060
11006, Inc
58389113114193 Levee
Della
01/03/2018
52,495,00000
16041
515,49155
C34
52,486,035.42
515,49371
TOTAL
$33,315,757.50
246094
513,696.47
533,846,009.18
'513,708.72
Ta hie E. 5outhwest0one Properties
Address
4273
Zone Sale Date
Price
Acres
NOT 0SED
Price/ Acre Nab Type Appreciated Price
Appreciated Price/Acre
PRIOR SoueoS
259E3 Potters., Puss Rd., Tracy CA
209-177-14
515
15/27/2756
51,087,00730
4521
524,04135
51,09090215
P0105P310517736
386005. 0ird Rd., 7rory CA
265-120-13
SW
12/09/2016
5242,00000
121.35
51,954.23
5242,363.00
6011/0!
50.00
CTT PROP 25I NFO ONLY
19230 4. Patterson Pass Rd., Tracy (A
209-130-031114 251-320 85 36
SW
12/12/1317
$1,400,00000
75001
$3,15196
522,401,20000
10 comps rabies required for Study
' L(0G, Inc Preserves
TOTA1
$3,729,000.00 916.57
$4,068.43
$3,732,465.25:
Attachment 2 — 2019 SJMSCP Cost and Fee Analysis Update
FINANCIAL ANALYSIS UPDATE FOR ADOPTION - 08/01/2018 DRAFT MATERIAL ONLY
Table of Contents
Notes to User
Fee Summary Comparison
Al PerAcreCostFactorsbyZone
A2 PerAcreAcquisitionCost
A3 AcquisitionCostHabitatType
A4 AcquisitionFEE
B1 PreserveEnhancementCost
B2 AssessmentEnhancementCost
B3 AssessEnhancementCostAllocation
B4 AssessmentEnhancementFEE
C MonitoringAdminFEE
For 5 -Year Update Only =>
C1 MonitoringCost
C2 PMAdminCost
C3 Endowment
C4 MonitoringAdminCostAlloc
C5 MonitoringAdminFEE
Source for update acres =>
1 SJMSCP Acres 6_4_2015
2 RemainingPreservetoAcquire
3 Cumulative Take_Remaining
4 PreserveAcquisitionSchedule
List of worksheet tabs and contents
Model overview and instructions for annual updates
Table showing calculated fee amounts by habitat type and category; comparison to adopted fees; linked from other sheets; includes California CPI
factor for Category C annual update
Per acre easement cost factors by zone based on input from comparables and appraisal analysis
Weighted acquisition cost factors by habitat type based on distribution of preserves by zone; adds transaction costs
Total acquisition cost by habitat type, for preserves remaining to be acquired
Category A fee by habitat type, based on remaining land conversion
Weighted enhancement cost factors by habitat type based on estimate of acres enhanced and detailed per acre enhancement cost factors
All assessment and enhancement cost factors by habitat type
Total assessment and enhancement cost by habitat type, remainder of permit term
Category B fee by habitat type, based on remaining land conversion
Category C fee by habitat type, based on remaining land conversion; links to summary comparison for annual update
Workbook break: the following tabs for Category C are only used in the 5 -year economic analysis update
Monitoring cost factors by habitat type, including post -permit annual cost
Project management and administrative cost factors , including post -permit annual cost
Endowment cash flow, return assumptions, and total in year 51 to support post -permit annual cost
Total monitoring, management, and administrative cost by habitat type, remainder of permit term and endowment for post permit cost
Category C fee by habitat type, based on remaining land conversion
Workbook break: the following tabs are updated annually and every 5 years for acres inputs
Land conversion and preserve acres by habitat type for the 50 -year permit term (source table)
Preserve Acres, Total and Remaining to be Acquired (from Table 1 and Annual Report updates)
Allowed and Remaining Incidental Take Acreage (from Table 1 and Annual Report updates)
Preserve Acquisition Schedule, All Habitat Types, by Index Zone, Remaining Permit Term (from Table 2)
SJMSCP Cost and Fee Analysis 2019 Update 2018 Revised Draft Cumm Take_61Percent Calculations.xlsx - TABLE OF CONTENTS - 08/01/2018
FINANCIAL ANALYSIS UPDATE FOR ADOPTION - 08/13/2018
This workbook of linked worksheets calculates SJMSCP Impact Fees for Categories A, B, and C.
The workbook contains all of the elements needed for annual updates as well as the framework for the more complex 5 -year economic analysis updates.
Category A and Category B are fees for one-time costs for land acquisition, enhancement, restoration and associated site assessments and planning.
These fees will be updated annually by updating the per -acre cost factors and updating the acres remaining to be acquired and the remaining acres of land
conversion based on data from SJMSCP Annual Reports.
- Category A per -acre cost factors updated by comparables analysis, as established in past practice
- Category B per -acre and annual cost factors updated by applying California CPI to unit cost factors
- The total costs in Category A and Category B for each annual update will reflect the acres remaining to be acquired and the fees for each annual update will
reflect the remaining acres of land conversion from SJMSCP Annual Reports.
Category C is a fee for on-going annual costs for the remainder of the permit term and post -permit in perpetuity.
Annual updates for this fee Category will apply the California CPI to the prior year fee amount, as established in past practice.
- Incorporating Annual Report data in the annual updates of on-going permit term and post -permit costs adds unnecessary complexity to the annual update
of this component of the SJMSCP fees.
- Updating annually the SJCOG, Inc. fund balance and budget analysis used to estimate costs in this category, as well as the endowment cash flow analysis
required to estimate post -permit costs, are more complex work efforts not justified to generally keep Category C fees in line with annual cost inflation.
Moreover, because these costs are not as sensitive to habitat type, it is not as important to account for the annual variation in preserve acquisition and land
conversion captured in the annual updates to Categories A and B.
Components of the workbook:
1. The Fee Summary Comparison worksheet compares calculated updated fees to fees currently in effect and includes the California CPI for Category C
updates.
2. Category A tabs Al - A4 calculate the fees for Category A Acquisition.
3. Category B tabs B1 - B4 calculate the fees for Category B Assessment and Enhancement.
4. Category C Fee tab shows the fees by habitat type calculated in the 2016 Economic Analysis, the basis for the subsequent annual fee update.
5. Category C tabs C1 - C5 calculate the fees for Category C Monitoring, Management, and Administration. 5 -YEAR UPDATE ONLY
6. Tables 1- 3 provide background data on preserve acres and land conversion by habitat type, updated annually from the SJMSCP Annual Report; Table 4
showing the preserve acquisition schedule by habitat type and zone is used only in the 5 -year update.
SJMSCP Cost and Fee Analysis 2019 Update 2018 Revised Draft Cumm Take_61Percent Calculations and CPI 3.9.xlsx - NOTES TO USER - 08/13/2018
FINANCIAL ANALYSIS UPDATE FOR ADOPTION - 08/13/2018
Fee Summary Comparison
Calculates new annual fees and compares to prior year adopted fees.
1. Paste values of prior year adopted fees in cells C11:E14.
2. Insert updated annual California CPI factor in cell F1.
3. Updated fees for Category A show in cells C5:C8 and updated fees for Category B show in cells D5:D8. The fees are linked to other tabs in this workbook.
4. Formulas in cells E5:E8 calculate Category C fee update amounts based on prior year adopted fee amounts in cells E11:E14.
Category A Acquisition
A.1 Category A Per -Acre Acquisition Cost Factors by Zone
1. Input results of annual comparables analysis for updated fee title values in Central Zone and Primary Zone of the Delta.
2. Fixed 70% (61% approved - 2018 Analysis) valuation: Track Input results of annual analysis of SJCOG, Inc. appraisals (easement percent of fee title value).
Update appraisal list each year and calculate weighted average percent by dividing cumulative total easement value (cost) by cumulative total before value
(fee title value).
3. Value of Southwest Zone easement cost remains unchanged until experience indicates it should be updated.
A.2 Per -Acre Acquisition Cost Factors by Preserve/Habitat Type
No annual input needed. Links and formulas calculate total cost factors per acre for each habitat type.
1. Easement cost factor input linked from A.1.
2. Distribution by preserve type is not changed from 1996 Economic Analysis.
3. Transaction cost and VP acquisition assumptions not changed.
A.3 Total Acquisition Costs by Habitat Type, Remainder of Permit Term
No annual input needed. Links and formulas calculate total cost for each habitat type.
1. Land acquisition cost factors linked from A.2.
2. Preserve acres remaining to be acquired linked from Table 2 (updated annually based on SJMSCP Annual Report).
A.4 Fee Calculations
No annual input needed. Links and formulas calculate fee for each habitat type.
1. Cost by habitat type linked from A.3.
2. Land conversion remaining linked from Table 3 (updated annually based on SJMSCP Annual Report).
SJMSCP Cost and Fee Analysis 2019 Update 2018 Revised Draft Cumm Take_61Percent Calculations and CPI 3.9.xlsx - NOTES TO USER - 08/13/2018
FINANCIAL ANALYSIS UPDATE FOR ADOPTION - 08/13/2018
Category B Assessment and Enhancement
B.1 SJMSCP Preserve land by habitat type, enhancement analysis, and enhancement cost factors per preserve acre
1. 2016 Economic analysis included: refinement of natural lands detail and SJMSCP enhancement requirements refined, and update of costs for
enhancements and restoration. Table calculates weighted average cost per preserve acre for agricultural lands, non -vernal pool natural lands, and vernal
pool preserves. Update enhancement cost analysis every five years.
2. Annually, in each shaded cell in table column 5 (Enhancement Cost per Acre), substitute prior year value in the formula. Formula references updated annual
California CPI factor in cell El. Formulas calculate updated weighted average cost per preserve acre.
3. Insert updated annual California CPI factor in cell El.
B.2 Category B Assessment, Planning, Restoration and Enhancement Cost Factors
1. Update remaining years in permit term.
2. Annually, in each brown shaded cell in table, substitute prior year value for site assessment, management plans, and enhancement plans in the formula.
Formula references updated annual California CPI factor in cell Cl. Formulas calculate updated annual costs.
3. Insert updated annual California CPI factor in cell Cl.
4. Enhancement and restoration cost factors linked from B.1.
B.3 Category B Assessment, Planning, Restoration, and Enhancement Cost Allocation by Habitat Type
No annual input needed. Links and formulas calculate total cost for each habitat type.
1. Assessment and planning costs linked from B.2. Formulas calculate total enhancement and restoration costs from factors in B.2.
2. Preserve acres remaining to be acquired linked from Table 2 (updated annually based on SJMSCP Annual Report).
B.4 Fee Calculations
No annual input needed. Links and formulas calculate fee for each habitat type.
1. Cost by habitat type linked from B.3.
2. Land conversion remaining linked from Table 3 (updated annually based on SJMSCP Annual Report).
Category C Monitoring, Management, and Administration
C.5 Fee Calculations - Annual Update Only
No input needed. Cost and land conversion values frozen based on 2016 Economic Analysis.
1. For 2016 update, Category C fee amounts by habitat type linked to Fee Summary Comparison table.
2. Update annually by applying California CPI factor to prior year Category C fee amounts, as in past practice.
Note: this is done in the Fee Summary Comparison worksheet.
SJMSCP Cost and Fee Analysis 2019 Update 2018 Revised Draft Cumm Take_61Percent Calculations and CPI 3.9.xlsx - NOTES TO USER - 08/13/2018
FINANCIAL ANALYSIS UPDATE FOR ADOPTION - 08/13/2018
Category C Monitoring, Management, and Administration - INSTRUCTIONS FOR FIVE-YEAR UPDATE
C.1 Category C (part) Compliance and Effectivement Monitoring Cost Assumptions
1. Update remaining years in permit term.
2. Preserve acres acquired and preserve acres remaining to be acquired linked from Table 2 (updated based on SJMSCP Annual Report).
3. Update monitoring cost factors (annual costs and annual costs per acre).
4. Total costs by type of monitoring for the remainder of the permit term calculated by worksheet formula.
5. Post permit cost updates by worksheet formula based on updates to detail in rows above. Acres input linked from Tables 2 and 4 (updated based on
SJMSCP Annual Report).
C.2 Category C (part) Project Management and Administrative Cost Assumptions
1. Update remaining years in permit term.
2. Update annual management and administrative staff cost and cost allocation from analysis of Cumulative Schedule of Receipts and Disbursement in
SJMSCP Annual Report, supplemented by cost code detail provided by SJCOG, Inc. staff.
3. Update Existing Preserve Fund Balance input (from SJMSCP Annual Report). Update fund balane allocation using analysis of category breakdown of
cumulative fee revenue collected. Worksheet formulas calculate share of existing fund balance available to fund permit term costs and resulting net costs of
Project Management and Administration for the remainder of the permit term.
3. Post permit cost updates by worksheet formula based on updates to detail in rows above.
C.3 SJMSCP Endowment Fund Cash Flow
This table uses estimates of annual post permit costs, existing fund balances, and interest earnings assumptions to estimate the endowment needed at the
end of the permit term to fund annual costs in perpetuity.
This analysis is to be updated at each 5 -year economic analysis review. The worksheet solves for fund balance amount in year 51 that generates the annual
income to fully fund annual post permit costs. The worksheet calculates the annual fee revenue required over the remainder of the permit term to achieve
that fund balance when added to the existing fund balance for management and administrative costs post permit and interest earnings over the remainder
of the permit term. That amount is the total cost to be allocated by habitat type remaining to be acquired.
C.4 Category C Monitoring and Project Management/Adminstration, including endowment for post -permit costs, Cost Allocation by Habitat Type
No input needed. Links and formulas calculate total cost for each habitat type.
1. Monitoring costs linked from C.1, management and administrative costs linked from C.2; post -permit endowment cost linked from C.3. Formulas allocate
total costs by habitat type.
2. Preserve acres remaining to be acquired linked from Table 2 (updated based on SJMSCP Annual Report).
C.5 Fee Calculations
No input needed. Links and formulas calculate fee for each habitat type.
1. Cost by habitat type linked from C.4.
2. Land conversion remaining linked from Table 3 (updated based on SJMSCP Annual Report).
SJMSCP Cost and Fee Analysis 2019 Update 2018 Revised Draft Cumm Take_61Percent Calculations and CPI 3.9.xlsx - NOTES TO USER - 08/13/2018
FINANCIAL ANALYSIS UPDATE FOR ADOPTION - 08/13/2018
Tables 1 - 4 (Source Tables)
Table 1 Land Conversion and Preserve Acres by Habitat Type for the 50 -year permit term
This table was finalized on June 4, 2015 as part of the Economic Analysis update. This table provides the source data by detailed habitat type for the 50 -year
permit term totals.
Table 2 Preserve Acres, Total and Remaining to be Acquired
1. Total Preserve Acres by habitat type linked from Table 1.
2. Annually, update Total Preserve Acres Acquired through 12/31 from the SJMSCP Annual Report.
3. Total Preserve Acres Remaining to be Acquired calculated by worksheet formula; links to cost and fee calculation worksheets.
Table 3 Allowed and Remaining Incidental Take Acreage
1. Take Authorizations by habitat type linked from Table 1 and adding multi-purpose open space from SJMSCP Table 1-1 and Table 4.2-2.
2. Annually, update the Cumulative Acres of Take through 12/31 from the SJMSCP Annual Report.
3. Remaining Acres of Land Conversion calculated by worksheet formula; links to cost and fee calculation worksheets.
Table 4 Preserve Acquisition Schedule, All Habitat Types, by Index Zone, Remaining Permit Term - ONLY USED IN 5 -YEAR UPDATE
This table is used in Table C.1 to calculate monitoring costs for the remainder of the permit term for preserves remaining to be acquired.
1. Preserve acres remaining to be acquired by zone linked from Table 2 (updated based on SJMSCP Annual Report).
2. At five-year update, update the years remaining in the permit term in Column C.
3. At five-year update, update the years remaining in the permit term in the denominator of the cell formulas.
SJMSCP Cost and Fee Analysis 2019 Update 2018 Revised Draft Cumm Take_61Percent Calculations and CPI 3.9.xlsx - NOTES TO USER - 08/13/2018
FINANCIAL ANALYSIS UPDATE FOR ADOPTION - 08/13/2018
Category A
Category B
Category C
2019 Fees - August 2018
Acquisition
Assessment &
Enhancement
Monitoring,
Management &
Administration, &
Post -permit
Endowment
Total
Total Rounded
Other Open Space
$4,425.00
$1,864.00
$411.41
$6,700.41
$6,700
Natural/Ag Lands
$8,850.00
$3,727.00
$821.75
$13,398.75
$13,399
Vernal Pool Grasslands
$37,259.00
$14,814.00
$2,503.33
$54,576.33
$54,576
Vernal Pool Wetted
$36,581.00
$61,994.00
$2,457.61
$101,032.61
$101,033
Category A Category B Category C
2018 Fees - Adopted
Acquisition
Assessment &
Enhancement
Monitoring,
Management &
Administration, &
Post -permit
Endowment
Total
Total Rounded
Other Open Space
$7,531.00
$1,774.00
$395.97
$9,700.97
$9,701
Natural/Ag Lands
$15,062.00
$3,547.00
$790.90
$19,399.90
$19,400
Vernal Pool Grasslands
$55,853.00
$14,261.00
$2,409.36
$72,523.36
$72,523
Vernal Pool Wetted
$54,837.00
$59,669.00
$2,365.36
$116,871.36
$116,871
Difference Per Acre ($)
Acquisition
Assessment &
Enhancement
Monitoring,
Management &
Administration, &
Post -permit
Endowment
Total
Total Rounded
Other Open Space
($3,106)
$90
$15
($3,001)
($3,001)
Natural/Ag Lands
($6,212)
$180
$31
($6,001)
($6,001)
Vernal Pool Grasslands
($18,594)
$553
$94
($17,947)
($17,947)
Vernal Pool Wetted
($18,256)
$2,325
$92
($15,839)
($15,839)
Percent Difference
Acquisition
Assessment &
Enhancement
Monitoring,
Management &
Administration, &
Post -permit
Endowment
Total
Total Rounded
Other Open Space
-41.2%
5.1%
3.9%
-30.9%
-30.9%
Natural/Ag Lands
-41.2%
5.1%
3.9%
-30.9%
-30.9%
Vernal Pool Grasslands
-33.3%
3.9%
3.9%
-24.7%
-24.7%
Vernal Pool Wetted
-33.3%
3.9%
3.9%
-13.6%
-13.6%
SJMSCP Cost and Fee Analysis 2019 Update 2018 Revised Draft Cumm Take_61Percent Calculations and CPI 3.9.xlsx - Fee Summary Comparison - 08/13/2018
FINANCIAL ANALYSIS UPDATE FOR ADOPTION - 08/13/2018
TABLE A.1
SJMSCP Fee Update - 2018 (for 2019 SJMSCP Development Fee Cycle)
Category A Per -Acre Acquisition Cost Factors by Zone (2018 dollars)
Fee title value"
Easement percent of fee title value
Easement costs
b
axb
Central Zone
Primary Zone of
the Delta
$14,551
$13,708
61%
61%
$8,876
$8,362
Southwest
Zone s
na
na
$1,000
1. SJCOG, Inc. Fee Study Property List, Table A and Table B
2. SJCOG, Inc. Appraisals as of May 2018
3. Based on standard easement cost in Southwest Zone of $1,000/acre.
SJMSCP Cost and Fee Analysis 2019 Update 2018 Revised Draft Cumm Take_61Percent Calculations and CPI 3.9.xlsx - Al PerAcreCostFactorsbyZone - 08/13/2018
FINANCIAL ANALYSIS UPDATE FOR ADOPTION - 08/13/2018
TABLE A.2
SJMSCP Fee Update - 2018 (for 2019 SJMSCP Development Fee Cycle)
Per Acre Acquisition Cost by Preserve/Habitat Type (2018 dollars)
Preserve/Habitat Type
SJMSCP Zone
Total
Weighted
Acquisition
Cost
Transaction
5
Costs
Total Land
Acquisition
Costs Per
Acre
Central Zone
Primary Zone of
the Delta
Southwest
Zone
Easement cost by zone 1
Agricultural Lands
Percent in zone 2
Weighted costs 3
Natural Lands
Non -vernal pool natural lands
Percent in zone 2
Weighted costs 3
Vernal pool grasslands 4
Vernal pool wetted 4
d
e
d x e
f
d x f
A
B
C
A+B+C=D
Dx5%=E
D+E
$8,876 $8,362 $1,000
98% 2% 0%
$8,716 $151 $0
77% 4% 18%
$6,857 $371 $183
n/a n/a n/a
n/a n/a n/a
$8,867
$7,411
$11,641
$11,641
$443
$371
$582
$582
$9,310
$7,782
$12,223
$12,223
1. See Table A.1.
2. Percent of total lands in each category assumed to be in a given zone. Based on 1996 Economic Analysis.
3. Weighted average cost based on generalized proportion of total preserve land in each zone. Assumes easement acquisition for lands
categorized as agriculture and all natural lands except vernal pool habitat.
4. Assumes fee title acquisition for vernal pool lands. Vernal pool habitat fee title land costs assumed to be about 80% of average Central Zone fee title costs.
5. Transaction costs include biological baseline reporting, appraisal, escrow, and survey costs. Costs are estimated at 5 percent of acquisition cost.
SJMSCP Cost and Fee Analysis 2019 Update 2018 Revised Draft Cumm Take_61Percent Calculations and CPI 3.9.xlsx - A2 PerAcreAcquisitionCost - 08/13/2018
FINANCIAL ANALYSIS UPDATE FOR ADOPTION - 08/13/2018
TABLE A.3
SJMSCP Fee Update - 2018 (for 2019 SJMSCP Development Fee Cycle)
Total Acquisition Costs by Habitat Type, Remainder of Permit Term (2018 dollars)
Preserves by Habitat Type
Land Preserve Acres
Total Costs of
Acquisition Remaining to be
Cost Per Acre Acquired Acquisition
Agricultural lands
Natural lands
Non -vernal pool natural lands
Total for Natural/Ag Lands
Vernal pool grasslands
Vernal pool wetted
$9,310
$7,782
$8,911
$12,223
$12,223
50,243.47
17,736.77
$467,766,706
$138,027,544
67,980.24 $605,794,250
$193,030,689
$25,851,645
15,792.42
2,115.00
Sources: SJCOG, Inc., SJMSCP 2015 Annual Report, and Hausrath Economics Group.
SJMSCP Cost and Fee Analysis 2019 Update 2018 Revised Draft Cumm Take_61Percent Calculations and CPI 3.9.xlsx - A3 AcquisitionCostHabitatType - 08/13/2018
FINANCIAL ANALYSIS UPDATE FOR ADOPTION - 08/13/2018
TABLE A.4
SJMSCP Fee Update - 2018 (for 2019 SJMSCP Development Fee Cycle)
Category A Acquisition
Fee Calculations (2018 dollars)
Habitat Type
Preserve Land Acquisition
Costs associated with natural/agricultural lands conversion
Natural/Agricultural land conversion (acres) , remaining
Multi-purpose open space conversion (acres), remaining'
Multiplier for natural/agricultural land conversion
Multiplier for multi-ourpose open space conversion'
Acquisition Component of Natural/Agricultural Lands Fee
Acquisition Component of Multi -Purpose Open Space Fee'
Costs associated with vernal pool grasslands
Vernal pool grassland conversion (acres), remaining
Acquisition Component of Vernal Pool Grasslands Fee
$605,794,250
50,971.92
34,959.22
1
0.5
$8,850
$4,425
$193,030,689
5,180.80
$37,259
Costs associated with vernal pool wetted $25,851,645
Vernal pool wetted conversion (acres), remaining
Acquisition Component of Vernal Pool Wetted Fee $36,581
1. As described in SJMSCP Section 7.4.1.2, the fee calculation allocates the costs associated with agricultural
habitat and non -vernal pool natural lands preserves to conversion of both those high value lands (agricultural
land and non -vernal pool natural land) and lower value multi-purpose open space. In other words, the SJMSCP
does not enhance multi-purpose open space lands but allocates some of the costs of enhancements on
agricultural and natural lands preserves to the conversion of multi-purpose open space lands to assist with the
financing of those enhancements.
706.70
Sources: SJCOG, Inc., SJMSCP 2015 Annual Report, and Hausrath Economics Group.
SJMSCP Cost and Fee Analysis 2019 Update 2018 Revised Draft Cumm Take_61Percent Calculations and CPI 3.9.xlsx - A4 AcquisitionFEE - 08/13/2018
FINANCIAL ANALYSIS UPDATE FOR ADOPTION - 08/13/2018
update annually, California CPI factor
substitute value from prior year workbook in formula in shaded cells in table column 5.
TABLE B.1
California CPI factor (June 2016 - June 2017)
SJMSCP Fee Update - 2018 (for 2019 SJMSCP Development Fee Cycle)
Category B Assessment, Planning, Restoration and Enhancement
SJMSCP Preserve land by habitat type, enhancement analysis, and enhancement cost per preserve acre (2018 dollars)
Habitat Type
Total Preserve Acres
(including
neighboring lands
preserves)
Perimeter
Hedgerow or
Percent of Acres Benefiting Other Linear
Preserve Acres from Habitat Feature
Enhanced' Enhancements acres)z
Agricultural Habitat Lands4
Natural Lands
Ditches
Grasslands
Oak woodlands
Riparian
Submerged aquatic in the Delta
Subtotal
Other natural lands'
Subtotal Non VP Natural
Vernal pool wetted
Vernal pool grasslands
Subtotal All Natural Lands
Total
1
2
3
4
57,935
378
14,559
858
2,725
10
18,530
6,445
24,975
2,121
15,811
42,907
10% 5,794
33% 126
33% 4,853
33% 286
33% 908
100% 10
6,183
33% 2,148
33% 707
33% 5,270
776
Enhancement
Cost per Acre'
5
$59,056
Enhancement
Cost per Preserve
Total Enhancement Cost Acre
6
7
$126,908
$21,659
$34,067
$100,205
$73,075
$35,999
$35,999
$62,039
$14,475
$45,827,239 $791
$15,990,360
$105,111,098
$9,743,085
$91,019,829
$730,749
$222,595,121
$77,338,305
$299,933,426
$43,861,354
$76,289,909
14,309 $420,084,689
100,842 20,103 $465,911,928
$12,009
$20,680
$4,825
See notes on following page
1. Enhancement criteria derived from the SJMSCP, Section 5.4.6.
2. Unlike most other habitat types, agricultural lands are enhanced by treating linear features that run along the edge of or through fields --features such as roads or drainage ditches. In these cases, the
land area of direct enhancement activity is substantially less than that area benefiting from the enhancement. This has the advantage of minimizing impacts to agricultural land production. Installing
pollinator hedgerows at the edges of fields and grassland borders along irrigation and drainage ditches, and planting nest trees and associated shrubs and grasses, are enhancements used in the cost
analysis to represent the range of types of agricultural land enhancements outlined in the SIMSCP. In addition to benefits to species, these linear features offer benefits of preventing soil erosion and
reducing costs for weed control and linear water conveyance infrastructure maintenance. They also enhance the entire field they are associated with, meeting the 10 percent enhancement criterion while
also minimizing loss of productive agricultural land. The enhancement cost estimate for agricultural lands is therefore based on the acres of hedgerow or other linear feature multiplied by the cost per acre
to install hedgerows and similar linear features.
3. The enhancement cost applies to the acres where construction and/or installation actually takes place. In the case of hedgerows or other edge features, this is only the relatively small area of activity,
not the total area that is thereby enhanced. Enhancement cost includes costs for materials, construction labor, and equipment. In addition to the installation activity, the cost per enhanced acre also
includes a cost for project oversight and contract adminstration and three years of maintenance and monitoring. For vernal pool wetted restoration, the cost includes 15 years of post -restoration
monitoring.
4. For agricultural habitat lands, a SJMSCP describes a broad range of enhancement activities and a generalized target of 10 percent enhancement; providing benefits to species without substantially
reducing the amount of agricultural land in production. This can be achieved by implementing the linear features described in footnote 2. Pollinator hedgerows or similar linear features enhance the entire
field that they are associated with, thereby counting toward the 10 percent enhancement criteria while taking substantially less land out of production.
5. Estimated based on the weighted average cost for all other non -vernal pool natural lands.
Sources: Table A.1, SICOG, Inc., ICF, and Hausrath Economics Group
SJMSCP Cost and Fee Analysis 2019 Update 2018 Revised Draft Cumm Take_61Percent Calculations and CPI 3.9.xlsx - B1 PreserveEnhancementCost - 08/13/2018
FINANCIAL ANALYSIS UPDATE FOR ADOPTION - 08/13/2018
TABLE B.2
SJMSCP Fee Update - 2018 (for 2019 SJMSCP Development Fee Cycle)
Category B Assessment, Planning, Restoration and Enhancement Cost Factors (2018 dollars)
Remainder of Permit Term
Remaining years in permit term
Biological Site Assessment
Number of site visits per year
Annual cost
Total Site Assessment cost remainder of permit term
Preserve Management Plan Preparation
Number of management plans per year
Annual cost
Total Preserve Management Plan cost remainder of permit term
Preserve Enhancement Plan Preparation
Number of enhancement projects per year
Annual cost
Total Preserve Enhancement Plan cost remainder of permit term
Preserve Enhancements on Agricultural Lands
Enhancement cost per preserve acre
Preserve Enhancements on Non -Vernal Pool Natural Lands
Enhancement cost per preserve acre
Vernal Pool Creation/Enhancement
Enhancement cost per preserve acre
Vernal Pool Upland Grassland Enhancement
Enhancement cost per preserve acre
32
f
10
$8,490
$271,669
10
$56,596
$1,811,085
5
$28,298
Sources: SJCOG, Inc., ICF, and Hausrath Economics Group
$905,543
$791
$12,009
$20,680
$4,825
used in formulae below to calculate costs for the remainder of the permit term
assumes 6 hours per visit
replace value from prior year workbook in formula before changing CPI every year
assumes 40 hours per plan
replace value from prior year workbook in formula before changing CPI every year
assumes 40 hours per plan for each enhancement project
replace value from prior year workbook in formula before changing CPI every year
SJMSCP Cost and Fee Analysis 2019 Update 2018 Revised Draft Cumm Take_61Percent Calculations and CPI 3.9.xlsx - B2 AssessmentEnhancementCost - 08/13/2018
FINANCIAL ANALYSIS UPDATE FOR ADOPTION - 08/13/2018
TABLE B.3
SJMSCP Fee Update - 2018 (for 2019 SJMSCP Development Fee Cycle)
Category B Assessment, Planning, Restoration and Enhancement (2018 dollars)
Cost Allocation by Habitat Type
Remainder of Permit Term
Acres
Remaining to Percent of
Preserves by Habitat Type be Acquiredl Total
Costs - Remainder of Permit Term
Total cost allocated by preserve type percent of total preserve
Cost per acre multiplied by
preserve acres by type remaining to
land remaining to be acquired
be acquired
Biological Site Preserve Preserve
Assessment Management Plans Enhancement Plans
Preserve Vernal Pool
Enhancements Restoration
Agricultural lands
Non -vernal pool natural lands
Vernal pool grasslands
Vernal pool wetted
50,243.47
17,736.77
15,792.42
2,115.00
58%
21%
18%
2%
100%
$158,924
$56,103
$49,953
$6,690
$271,669
$1,059,468
$374,009
$333,010
$44,598
$1,811,085
$529,734
$187,005
$166,505
$22,299
$905,543
$39,743,152
$213,007,015
$76,200,234
na
$328,950,401
na
na
na
$43,737,276
$43,737,276
85,887.66
1. Includes 600 acres of neighboring lands preserves.
Sources: SJCOG, Inc., SJMSCP 2015 Annual Report, ICF, and Hausrath Economics Group.
SJMSCP Cost and Fee Analysis 2019 Update 2018 Revised Draft Cumm Take_61Percent Calculations and CPI 3.9.xlsx - B3 AssessEnhancementCostAlloc - 08/13/2018
FINANCIAL ANALYSIS UPDATE FOR ADOPTION - 08/13/2018
TABLE B.4
SJMSCP Fee Update - 2018 (for 2019 SJMSCP Development Fee Cycle)
Category B Assessment, Planning, Restoration and Enhancement
Fee Calculations (2018 dollars)
Remainder of Permit Term
Habitat Type
Biological Site
Assessment
Preserve
Management
Plans
Preserve
Enhancement
Plans
Agricultural and
Non VP Natural
Land
Enhancement
Total for Agricultural
and Non VP Natural
Land (incl. assessment
and plans)
Vernal Pool
Restoration /
Enhancement
Total for Vernal
Pool (incl.
assessment and
plans)
Costs associated with natural/agricultural lands conversion
$215,027
$1,433,477
$716,739
$252,750,167
$255,115,410
Natural/Agricultural land conversion (acres), remaining
50,971.9
50,971.9
50,971.9
50,971.9
50,971.9
Multi-purpose open space conversion (acres), remaining"
34,959.2
34,959.2
34,959.2
34,959.2
34,959.2
Multiplier for natural/agricultural land conversion
1
1
1
1
1
Multiplier for multi-purpose open space conversion'
0.5
0.5
0.5
0.5
0.5
Assessment & Enhancement Component of Natural/Agricultural Lands Fee
$3
$21
$10
$3,692
$3,727
Assessment & Enhancement Component of Multi -Purpose Open Space Feel
$2
$11
$5
$1,846
$1,864
Costs associated with vernal pool grasslands
$49,953
$333,010
$166,505
$76,200,234
$76,749,702
Vernal pool grassland conversion (acres), remaining
5,180.8
5,180.8
5,180.8
5,180.8
5,180.8
Assessment & Enhancement Component of Vernal Pool Grasslands Fee
$10
$64
$32
$14,708
$14,814
Costs associated with vernal pool wetted
$6,690
$44,598
$22,299
$43,737,276
$43,810,863
Vernal pool wetted conversion (acres), remaining
706.7
706.7
706.7
706.7
706.7
Assessment & Enhancement Component of Vernal Pool Wetted Fee
$9
$63
$32
$61,889
$61,994
1. As described in SJMSCP Section 7.4.1.2, the fee calculation allocates the costs associated with agricultural habitat and non -vernal pool natural lands preserves to conversion of both those high value lands (agricultural land and
non -vernal pool natural land) and lower value multi-purpose open space. In other words, the SJMSCP does not enhance multi-purpose open space lands but allocates some of the costs of enhancements on agricultural and natural
lands preserves to the conversion of multi-purpose open space lands to assist with the financing of those enhancements.
Sources: SJCOG, Inc., SJMSCP 2015 Annual Report, ICF, and Hausrath Economics Group.
SJMSCP Cost and Fee Analysis 2019 Update 2018 Revised Draft Cumm Take_61Percent Calculations and CPI 3.9.xlsx - B4 AssessmentEnhancementFEE - 08/13/2018
FINANCIAL ANALYSIS UPDATE FOR ADOPTION - 08/13/2018
TABLE C.5 for Annual Update
SJMSCP Fee Update - 2018 (for 2019 SJMSCP Development Fee Cycle)
Category C Monitoring and Program Management/Administration, including endowment for post -permit costs
Fee Calculations (2018 dollars)
Remainder of Permit Term
Habitat Type
Proiect Management & Administration
Project Land Manager Financial Plan 5 -
Monitoring Management Administration Coordination Year Updates Post Permit Costs Total
Costs associated with natural/agricultural lands conversion
Natural/Agricultural land conversion (acres) , remaining
Multi-purpose open space conversion (acres), remaining"
Multiplier for natural/agricultural land conversion
Multiplier for multi-purpose open space conversion'
Monitoring & Administration Component of Natural/Agricultural Lands Fee
Monitoring & Administration Component of Multi -Purpose Open Space Feel
Costs associated with vernal pool grasslands
Vernal pool grassland conversion (acres), remaining
Monitoring & Administration Component of Vernal Pool Grasslands Fee
$19,920,137 $12,542,577 $5,413,076 $211,667 $411,840 $14,921,108 $53,420,405
53,133.4 53,133.4 53,133.4 53,133.4 53,133.4 53,133.4 53,133.4
35,288.7 35,288.7 35,288.7 35,288.7 35,288.7 35,288.7 35,288.7
1 1
0.5 0.5
$281 $177
1
0.5 0.5 0.5
0.5 0.5
$76 $3 $6 $211 $755
$141 $89 $38 $2
$3 $106 $378
$4,443,040 $2,797,529 $1,207,347 $47,211 $91,858 $3,328,043 $11,915,028
5,180.8 5,180.8 5,180.8 5,180.8 5,180.8 5,180.8 5,180.8
$858 $540 $233 $9 $18 $642 $2,300
Costs associated with vernal pool wetted $595,034 $374,659 $161,694 $6,323 $12,302 $445,708 $1,595,720
Vernal pool wetted conversion (acres), remaining 706.7 706.7 706.7 706.7 706.7 706.7 706.7
Monitoring & Administration Component of Vernal Pool Wetted Fee $842 $530 $229 $9 $17 $631 $2,258
Note: Accounts for existing preserve fund balances applied against these costs.
1. The fee calculation allocates the costs associated with agricultural habitat and non -vernal pool natural lands preserves to conversion of both those high value lands (agricultural land and non -vernal pool natural land) and lower
value multi-purpose open space, thereby assisting with the financing of management and monitoring on agricultural and natural lands preserves.
Sources: SICOG, Inc. and SIMSCP 2014 Annual Report (February 2015 draft), ICF, and Hausrath Economics Group.
SJMSCP Cost and Fee Analysis 2019 Update 2018 Revised Draft Cumm Take_61Percent Calculations and CPI 3.9.xlsx - C MonitorAdminFEE - 08/13/2018
FINANCIAL ANALYSIS UPDATE FOR ADOPTION - 08/13/2018
TABLE 1
2018 Economic Analysis and Fee Update
Land Conversion and Preserve Acres by Habitat Type for the 50 -year Permit Term
Habitat Type
Number of Preserve Total Preserve Neighboring Land Total All
Acres to Land Acres for Protection Preserve Percent
Land Conversion Conversion Acres Compensation Preserves Acres Total Acres
Agricultural lands'
Natural Lands
Ditches'
Grasslands3
Oak woodlands4
Riparian'
Submerged aquatic in the Delta Zone
Vernal pool grasslands6
57,635 1.00 57,635 300 57,935 57%
126 3.00 378 378 0.37%
4,853 3.00 14,559 14,559 14.44%
286 3.00 858 858 0.85%
900 3.00 2,700 25 2,725 2.70%
3 3.00 10 10 0.01%
VP - wetted surface area
VP -upland grassland
VP -Neighboring Land Protection preserves'
707
5,187
3.00 2,121 2,121
3.00 15,561 15,561
na 250 250
Other natural lands$
Subtotal Natural Lands
Total
2.10%
15.43%
0.25%
2,140 3.00 6,420 25 6,445 6.39%
14,202 42,607 300 42,907 42.55%
71,837 100,242 600 100,842 100.00%
NOTE: In the following footnotes, "type" refers to the mapped habitat unit identified in the SJMSCP Biological Analysis (Chapter 2). The following footnotes provide summaries only and
the reader should refer to the Biological Analysis for a detailed desription of each habitat type.
1. Neighboring Land Protection Preserves consist of ditched agricultural lands providing habitat for giant garter snake and pond turtle and other lands as needed for compensation to other
covered species associated with agricultural land preserves,
2. Drainage ditches (unlined) generally found in agricultural fields (D types).
3. Valley grasslands (G types) and Foothill grasslands (G2 types).
4. Blue Oak woodlands, savanna and forests (BL types), Blue Oak Conifer woodlands, savana and forests (BCN types), Valley Oak Woodland, savanna and forests (V types), and Mixed Oak
Woodlands, savanna and forests (0 types).
5. This category includes those portions of rivers and major streams located outside the Primary Zone of the Delta (Mokelumne, Calaveras, Stanislaus, and San Joaquin Rivers). These were
originally included in a separate "Riparian Zone" during the SJMSCP planning process (i.e., "Riparian" refers to a zone rather than to the "Riparian" habitat type. The Riparian Zone was
"absorbed" or combined into its surrounding zone (i.e., Central/Central-Southwest) in the final SJMSCP. It generally included River and Deep water channel (W), Tributary Streams (W2),
Creeks -intermittent and perennial (W3, W3 -i, W3 -p), Dead-end sloughs (W-4) and their associated riparian habitats (Great Valley Riparian - R, R2, R3, R5, R4, S, S2). This category includes
25 acres of Neighboring Lands Protection Preserves for Valley elderberry longhorn beetle habitat.
6. Vernal pool grasslands (G3 type) .
7. The vernal pool preserves for Neighboring Land Protection consist of existing vernal pools (no creation requirement). Enhancements will benefit the tiger salamander.
8. This category includes all natural land types except for Vernal Pools. Cost estimates in this category are an average of the costs of acquiring, restoring, enhancing the Natural Land
categories specified in the preceding categories excluding Vernal Pools. This category also includes natural lands not included in other categories: All Water Features (W types), Channel
islands (I types), tule island and mudflat (12) marsh, and Diablan sage scrub (S3 types) and all other types of Natural Lands.
SJMSCP Cost and Fee Analysis 2019 Update 2018 Revised Draft Cumm Take_61Percent Calculations and CPI 3.9.xlsx -1 SJMSCP Acres 6_4_2015 - 08/13/2018
FINANCIAL ANALYSIS UPDATE FOR ADOPTION - 08/13/2018
TABLE 2
2018 Economic Analysis and Fee Update
Preserve Acres, Total and Remaining to be Acquired
Preserve/Habitat Type
Total Preserve
Acres - 50 -year
Permit
Agricultural lands
Natural lands
Ditches
Grasslands
Oak woodlands
Riparian
Submerged aquatic in the Delta
Other natural lands
Subtotal non-vp natural lands
Total Non VP Natural/Ag Lands
Vernal pool wetted
Vernal pool grasslands
Total
57,935
378
14,559
858
2,725
10
6,445
24,975
82,910
2,121
15,811
100,842
Total Preserve
Acres Acquired
through
12/31/2017
7,691.53
7,156.83
50.80
30.60
7,238.23
14,929.76
6.00
18.585
14,954.35
Total Preserve
Acres Remaining
to Be Acquired
(links to A.3, B.3.
and C.4)
50,243.47
378.00
7,402.17
858.00
2,674.20
10.00
6,414.40
17,736.77
67,980.24
2,115.00
15,792.42
85,887.66
Sources: Table 1 and SJCOG, Inc., 2017 Annual Report Table 6 and Table 12
SJMSCP Cost and Fee Analysis 2019 Update 2018 Revised Draft Cumm Take_61Percent Calculations and CPI 3.9.xlsx - 2 RemainingPreservetoAcquire - 08/13/2018
FINANCIAL ANALYSIS UPDATE FOR ADOPTION - 08/13/2018
TABLE 3
2018 Economic Analysis and Fee Update
Allowed and Remaining Incidental Take Acreage
Preserve/Habitat Type
Agriculture
Multi-purpose (other open space)
Natural lands
Vernal pool wetted
Vernal pool upland grassland
All other natural lands
Total
Take Authorizations -
50 -year Permit Cumulative Acres Remaining Acres of
(including multi- of Take through Land Conversion, Minks
purpose open space) 12/31/2017 to A.4, B.4. and C.5)
57,635 14,433.64 43,201.36
37,465 2,505.78 34,959.22
707
5,187
8,308
109,302
0.30
6.20
537.77
17,483.69
706.70
5,180.80
7,770.56
91,818.64
Sources: Table 1, SJMSCP Table 1-1 and Table 4.2-2; SJCOG, Inc., 2017 Annual Report Table 4 (revised)
SJMSCP Cost and Fee Analysis 2019 Update 2018 Revised Draft Cumm Take_61Percent Calculations and CPI 3.9.xlsx - 3 Cumulative Take_Remaining - 08/13/2018
RESOLUTION NO. 2018-212
A RESOLUTION OF THE LODI CITY COUNCIL SETTING
THE SAN JOAQUIN COUNTY MULTI -SPECIES HABITAT CONSERVATION
AND OPEN SPACE PLAN DEVELOPMENT FEE SCHEDULE FOR 2019
WHEREAS, the City Council of the City of Lodi adopted an ordinance establishing the
authority for collection of a Development Fee for the San Joaquin County Multi -Species Habitat
Conservation and Open Space Plan (SJMSCP) for all new developments pursuant to the
SJMSCP within the City of Lodi; and
WHEREAS, a "Fee Study" dated July 16, 2001, was prepared, which analyzed and
identified the costs, funding, and cost -benefit of the San Joaquin County Multi -Species Habitat
Conservation and Open Space Plan; and
WHEREAS, the purpose of the SJMSCP Development Fee is to finance the goals and
objectives of the SJMSCP that include, but are not limited to, preserve land acquisition,
preserve enhancement, land management, and administration that compensate for such lands
lost as a result of future development in the City of Lodi and in San Joaquin County; and
WHEREAS, after considering the Fee Study and the testimony received at the public
hearing, the Lodi City Council approved said report; and further found that the future
development in the City of Lodi will need to compensate cumulative impacts to threatened,
endangered, rare, and unlisted SJMSCP Covered Species and other wildlife and compensation
for some non -wildlife related impacts to recreation, agriculture, scenic values and other
beneficial Open Space uses; and
WHEREAS, an "Updated Fee Study" dated November 2, 2006, was prepared, which
analyzed and identified the costs, funding, and indexing of the SJMSCP; and
WHEREAS, the SJMSCP Development Fees are divided into four categories: multi-
purpose open space conversion; natural land and agricultural habitat land; and vernal pool
habitat; and
WHEREAS, the SJMSCP Development Fees for these four categories will be decreased
consistent with the Updated Fee Study findings for the year 2019; and
WHEREAS, to ensure that the SJMSCP development fees keep pace with inflation,
annual adjustments, based on the method set forth in this resolution, shall be made to the fees
annually; and
WHEREAS, the method of annual adjustments was modified in 2011 and again in 2016;
and
WHEREAS, the Updated Fee Study with the SJMSCP and the fee amendment were
available for public inspection and review in the office of the City Clerk for more than ten days
prior to the date of this Public Hearing.
NOW, THEREFORE, BE IT RESOLVED AND DETERMINED by the City Council of the
City of Lodi as follows:
1. The City Council finds and declares that the purposes and uses of the Development Fee,
and the determination of the reasonable relationship between the fees' uses and the type
of development project on which the fees are imposed, are all established in
Ordinance No. 1707, and remain valid, and the City Council therefore adopts such
determinations.
2. The City Council finds and declares that since adoption of Ordinance No. 1707, the cost
of land has decreased in San Joaquin County; and that in order to maintain the
reasonable relationship established by Ordinance No. 1707, it is necessary to decrease
the Development Fee for the San Joaquin County Multi -Species Habitat Conservation
and Open Space Plan.
3. The Development Fee for natural lands, agricultural land, vernal pool habitat and multi-
purpose open space conversion shall be consistent with the table identified in Exhibit "A"
and attached hereto.
4. The Fee provided in this resolution shall be effective on January 1, 2019.
5. That the Lodi City Council hereby approves the proposed Habitat Conservation and
Open Space fee adjustment.
Dated: November 7, 2018
I hereby certify that Resolution No. 2018-212 was passed and adopted by the City
Council of the City of Lodi in a regular meeting held November 7, 2017, by the following vote:
AYES: COUNCIL MEMBERS — Chandler, Johnson, Kuehne, and
Mayor Nakanishi
NOES: COUNCIL MEMBERS — None
ABSENT: COUNCIL MEMBERS — Mounce
ABSTAIN: COUNCIL MEMBERS — None
2018-212
�•')-Y\(-71(2-ANCLOSC
`NNIFE. FERRAIOLO
ity Clerk
Robert Ridrn an
CHAIR
Doug Kuehne
VICE CHAIR
Andrrs, T. Chesley
PRESIDENT
MenrberAgencies
CII1FSOF
PSCALON,
LATHROP,
LODI,
MANTECA,
RIPON,
S CCKTON,
TRACY,
AND
THE COUNTY OF
SAN JOAQUIN
Exhibit A
SJCOG, Inc.
555 East Weber Avenue • Stockton, CA 95202 • (209) 235-0600. FAX (209) 235-0438
San Joaquin County Multi -Species Habitat Conservation &
Open Space Plan (SJMSCP)
2019 Undated Habitat Fees*
Habitat Type
I
1
Fee Per Acre
IliMulti-Purpose Open Space
$6,700
Natural
$13,399
Agriculture
$13,399
Vernal Pool - uplands
$54,576
Vernal Pool - wetted
$101,033
* Effective January 1, 2019 — December 31, 2019
2018 Endowment Fees with In -lieu Land**
Type of Preserve
Ettltattcearrr►rr
Cost/acreManagement
Land
Cost/acre
TOTAL PER
ACRE
ENDOWMENT
Agricultural Habitat Lands
$3,727.00
$821.75
$4,548.75
Natural Lands
$3,727.00
$821.75
$4,548.75
Vernal Pool Habitat
Vernal Pool Grasslands
$14,814.00
$2,503.33
$17,317.33
Vernal Pool Wetted
$61,994.00
$2,457.61
$64,451.61
** Effective January 1, 2019 — December 31, 2019 in lieu of fees to be used as the endowment for the
dedicated land preserves (Category B + C) based on impacted acres.
VELB Mitigation
A special fee category shall apply when removal of the Valley Elderberry Long -horned Beatle
(VELB) habitat of elderberry shrubs occurs. The fee shall be paid to SJCOG, Inc. or a VELB
mitigation bank approved by the Permitting Agencies. The current fee, as established in the VELB
Conservation Fund Account managed by the Center for Natural Lands Management, and approved by
the USFWS, is $1,800 per VELB Unit (one unit= one stem over 1" in diameter at ground level which
is removed). Fees shall be established by the JPA during preconstruction surveys (i.e., counts of stems
to be removed with and without exit holes shall be completed during preconstruction surveys) and
shall be paid to the JPA prior to ground disturbance or stem removal, whichever comes first.
SUBJECT:
Please immediately confirm receipt
of this fax by calling 333-6702
CITY OF LODI
P. O. BOX 3006
LODI, CALIFORNIA 95241-1910
ADVERTISING INSTRUCTIONS
NOTICE OF PUBLIC HEARING TO CONSIDER RESOLUTION SETTING
SAN JOAQUIN COUNTY MULTI -SPECIES HABITAT CONSERVATION
AND OPEN SPACE PLAN DEVELOPMENT FEES FOR 2019
PUBLISH DATE: SATURDAY, OCTOBER 20, 2018
LEGAL AD
TEAR SHEETS WANTED: One (1) please
SEND AFFIDAVIT AND BILL TO:
LNS ACCT. #0510052
JENNIFER M. FERRAIOLO, CITY CLERK
City of Lodi
P.O. Box 3006
Lodi, CA 95241-1910
DATED: THURSDAY, OCTOBER 18, 2018
ORDERED BY:
JENNIFER M. FERRAIOLO
CITY CLERK
PAMELA M. FARRIS
DEPUTY CITY CLERK
SYLVIA DOMINGUEZ
ADMINISTRATIVE CLERK
Verify Appearance of this Legal in the Newspaper — Copy to File
LNS
Emailed to the Sentinel at classified1@lodinews.com at (time) on (date) (pages)
Phoned to confirm receipt of all pages at (time
_EB PMF (initials)
forms\advins.doc
DECLARATION OF POSTING
NOTICE OF PUBLIC HEARING TO CONSIDER ADOPTING
RESOLUTION SETTING SAN JOAQUIN COUNTY MULTI -SPECIES
HABITAT CONSERVATION AND OPEN SPACE PLAN DEVELOPMENT
FEES FOR 2019
On Thursday, October 18, 2018, in the City of Lodi, San Joaquin County, California, a
Notice of Public Hearing to consider adopting resolution setting San Joaquin County
Multi -Species Habitat Conservation and Open Space Plan Development Fees for 2019
(attached and marked as Exhibit A) was posted at the following locations:
Lodi City Clerk's Office
Lodi City Hall Lobby
Lodi Carnegie Forum
WorkNet Office
I declare under penalty of perjury that the foregoing is true and correct.
Executed on October 18, 2018, at Lodi, California.
PAMELA M. FARRIS
DEPUTY CITY CLERK
ORDERED BY:
JENNIFER M. FERRAIOLO
CITY CLERK
SYLVIA DOMINGUEZ
ADMINISTRATIVE CLERK
N:\Administration\CLERK\Public Hearings\AFFADAVITS\DECPOSTCDD2.doc
1
CITY OF LODI
Carnegie Forum
305 West Pine Street, Lodi
NOTICE OF PUBLIC HEARING
Date: November 7, 2018
Time: 7:00 p.m.
1
For information regarding this notice please contact:
Jennifer M. Ferraiolo
City Clerk
Telephone: (209) 333-6702
XHIBIT A
NOTICE OF PUBLIC HEARING
NOTICE IS HEREBY GIVEN that on Wednesday, November 7, 2018, 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 at the Carnegie Forum, 305 West Pine Street, Lodi, to consider
the following item:
a) Adopting a resolution setting the San Joaquin County
Multi -Species Habitat Conservation and Open Space Plan
Development Fees for 2019.
Information regarding this item may be obtained in the Community Development
Department, 221 West Pine Street, Lodi, (209) 333-6711. All interested persons are
invited to present their views and comments on this matter. Written statements may be
flied with the City Clerk, City Hall, 221 West Pine Street, 2nd Floor, Lodi, 95240, 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, 221 West Pine Street, at or prior to
the close of the public hearing.
By Order of the Lodi City Council:
Je i -r M. Fer
City Clerk
ai
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Dated: October 17, 2018
Approved as to form:
anice P. Magdich
City Attorney
AVISO: Para obtener ayuda interpretativa con esta noticia, por favor Ilame a la oficina de la
Secretaria Municipal, a las (209) 333-6702.
CLERK\PUBHEAR\NOTICES\NOTCDD DevFees,doc 10/11/18