HomeMy WebLinkAboutAgenda Report - November 20, 2019 G-03AGENDA ITEM G-3
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AGENDA TITLE:
IUIEETING DATE: November 20,2019
PREPAREDBY: CommunityDevelopmentDepartment
Public Hearing to Consider Adoption of Resolution Setting the San Joaquin
County Multi-Species Habitat Conservation and Open Space Plan
Development Fees For 2020
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 2020.
BACKGROUND ¡NFORMATION: 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. lt is necessary for alljurisdictions 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 2020 per acre fees for all categories of habitat land have an overall decrease of 4.3 percent 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 $6,700 to $6,412. Agriculture and Natural lands (the two
largest categories) have decreased from $13,399 to $12,822. Fees for Vernal Pool (grasslands)
habitat lands decreased from $54,576 to $52,833 and Vernal Pool (wetted lands) decreased from
$101 ,033 to $100,788.
The San Joaquin Council of Governments Board approved the attached HCP fee schedule for 2020
during their September 2019 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
localjurisdictions are requested to approve the new fee schedule that will take effect on January 1,
2020.
FISCAL IMPAGT:Not applicable.
Not applicable.
Community Devel opment Director
Attachments:1) Fee Schedule lor2020
2) SJcoc Staff Report w/Fee Analysis Update summary
FUNDING AVAILABLE:
APPROVED
Sc er, City Manager
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)
2020 Updated Habitat Fees*
Habitat Type Fee Per Acre
Multi-Purpose Open Space $6,412
Natural $12,822
Agriculture $12,822
Vernal Pool - uplands $52,833
Vernal Pool - wetted $100,788
* Effective January 1, 2020 – December 31, 2020
\
2020 Endowment Fees with In-lieu Land**
Type of Preserve Enhancement
Cost/acre
Land
Management
Cost/acre
TOTAL PER
ACRE
ENDOWMENT
Agricultural Habitat Lands $3,831.00 $847.22 $4,678.22
Natural Lands $3,831.00 $847.22 $4,678.22
Vernal Pool Habitat
Vernal Pool Grasslands $15,274.00 $2,580.93 $17,854.93
Vernal Pool Wetted $63,915.00 $2,533.80 $66,448.80
** Effective January 1, 2020 – December 31, 2020 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.
Doug Kuehne
CHAIR
Jesus Andrade
VICE CHAIR
Andrew T. Chesley
PRESIDENT
Member Agencies
CITIES OF
ESCALON,
LATHROP,
LODI,
MANTECA,
RIPON,
STOCKTON,
TRACY,
AND
THE COUNTY OF
SAN JOAQUIN
2020 SJMSCP Fees
Cat C
Cat A Cat B
9/2019
SJCOG, Inc.
STAFF REPORT
SUBJECT: 2020 SJMSCP Development Fee Annual
Adjustment
RECOMMENDED ACTION: Motion Approve the 2020 SJMSCP Development
Fees as Adjusted Pursuant to the Financial
Analysis Model
DISCUSSION:
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 2019. 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 Michael McDowell, Stockton Kyle Stoner, CDFW
Dan Gifford, Conservation Megan Aguirre, SJ County
The proposed 2020 SJMSCP development fees were adjusted using the adopted
model for the respective categories and are compared to the 2019 SJMSCP
Development fees where the changes occurred (Table 2) in the most common habitat
categories under the plan. Table 4 details all categories of fees. The change is an
overall decrease of 4.3% in the Multi-purpose, Agricultural and Natural habitat
classifications from the prior year. This is due primarily to a decrease in the land
acquisition component (Category A) for agricultural land price values of comparable
sales.
Table 2- Compared 2020 & 2019 SJMSCP Development Fees – Most Common Fee Habitat Type
Table 3 illustrates the history of the SJMSCP development fees over the years since the funding
shortfall was noted by the permitting agencies in 2006.
2020 Fee - Proposed 2019 Fee - Adopted Difference
Agricultural/Natural $12,822 $13,399 ($577)
Table 3- History and Annual Percentage Change for SJMSCP Development Fees
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:
Motion to Recommend to SJCOG, Inc. Approval of the 2020 SJMSCP Development Fees as
Adjusted Pursuant to the Financial Analysis Model as follows:
Habitat Type Category A Category B Category C Total Fee Rounded Fee
Other Open Space $4,072.00 $1,916.00 $424.16 $6,412.16 $6,412
Natural/Ag Lands $8,144.00 $3,831.00 $847.22 $12,822.22 $12,822
Vernal Pool Grasslands $34,978.00 $15,274.00 $2,580.93 $52,832.93 $52,833
Vernal Pool Wetted $34,339.00 $63,915.00 $2,533.80 $100,787.80 $100,788
FISCAL IMPACT:
Development fees provide funding for SJCOG, Inc. to mitigate project impacts covered under the
SJMSCP permits for the subsequent calendar year beginning January 1st. Last year as reported in
the annual report, the habitat program received $13,215,564 in developer fees while spending
$17,117,404 on mitigation and other related expenses.
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 the 2016, 2017 and
2018 analysis but with a small adjustment to the easement to fee title percentage in 2019 moving
forward.
The criteria to determine valid comparable sales in the weighted calculation are:
1. All SJCOG, Inc. transactions (fee title and appraised value of 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 30th of each year with all acceptable
comparable sales included (criteria 1-5). A minimum of 10 acceptable comparable sales are
required for analysis. If the minimum of 10 transactions are 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 from 2019, the
Category A analysis results in an 8% decrease to the Agricultural/Natural Habitat types of
Category A (acquisition) component to be $8,144.00. The primary reasons for the decrease in the
Category A component was land sale prices dipping.
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 2018 – June 2019) 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 3.1%), 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 2.8% increase in the Agricultural/Natural Habitat types of Category B
(Assessment & Enhancement) component to be $3,831.00.
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 2018 – June 2019) to keep up
with inflation. Again, the California CPI calculation was an increase of 3.1%.
The calculation results in a 3.1% increase in the Agricultural/Natural Habitat types of Category C
(Management & Administration) component from prior years to be $847.22.
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)] shown in final fee table 4 below and Attachment 2 (SJMSCP Cost and
2019 Fee Analysis). The overall result in the fee analysis is a 4.3% decrease in the most
commonly impacted Multi-purpose, Agricultural and Natural Habitat Classifications fees for
2020.
Table 4 - 2020 SJMSCP Development Fees - Proposed
Habitat Type Category A Category B Category C Total Fee Rounded Fee
Other Open Space $4,072.00 $1,916.00 $424.16 $6,412.16 $6,412
Natural/Ag Lands $8,144.00 $3,831.00 $847.22 $12,822.22 $12,822
Vernal Pool Grasslands $34,978.00 $15,274.00 $2,580.93 $52,832.93 $52,833
Vernal Pool Wetted $34,339.00 $63,915.00 $2,533.80 $100,787.80 $100,788
If approved by the Board, SJCOG, Inc. staff will work with the jurisdictions to adopt the new
adjustment for the January 1, 2020 start date with each respective authority.
COMMITTEE ACTIONS:
• HTAC FINANICAL SUB-COMMITTEE: Recommended approval to HTAC
• HTAC: Recommended approval to SJCOG, Inc. Board
• Management and Finance: Information
• Executive Committee: Recommended approval to SJCOG, Inc. Board
• SJCOG, Inc. Board: Action Required
Prepared by: Steven Mayo, Program Manager
Attachment 1 – 2020 Fee Study Property List - Props 24 Month
Attachment 2 – 2020 SJMSCP Cost and Fee Analysis Update
FINANCIAL ANALYSIS UPDATE FOR ADOPTION ‐ 08/22/2019DRAFT MATERIAL ONLYTable of ContentsList of worksheet tabs and contentsNotes to UserModel overview and instructions for annual updatesFee Summary ComparisonTable 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 updateA1 PerAcreCostFactorsbyZonePer acre easement cost factors by zone based on input from comparables and appraisal analysisA2 PerAcreAcquisitionCostWeighted acquisition cost factors by habitat type based on distribution of preserves by zone; adds transaction costsA3 AcquisitionCostHabitatTypeTotal acquisition cost by habitat type, for preserves remaining to be acquiredA4 AcquisitionFEECategory A fee by habitat type, based on remaining land conversionB1 PreserveEnhancementCostWeighted enhancement cost factors by habitat type based on estimate of acres enhanced and detailed per acre enhancement cost factorsB2 AssessmentEnhancementCostAll assessment and enhancement cost factors by habitat typeB3 AssessEnhancementCostAllocationTotal assessment and enhancement cost by habitat type, remainder of permit termB4 AssessmentEnhancementFEECategory B fee by habitat type, based on remaining land conversionC MonitoringAdminFEECategory C fee by habitat type, based on remaining land conversion; links to summary comparison for annual updateFor 5‐Year Update Only =>Workbook break: the following tabs for Category C are only used in the 5‐year economic analysis updateC1 MonitoringCostMonitoring cost factors by habitat type, including post‐permit annual costC2 PMAdminCostProject management and administrative cost factors , including post‐permit annual costC3 EndowmentEndowment cash flow, return assumptions, and total in year 51 to support post‐permit annual costC4 MonitoringAdminCostAllocTotal monitoring, management, and administrative cost by habitat type, remainder of permit term and endowment for post permit costC5 MonitoringAdminFEECategory C fee by habitat type, based on remaining land conversionSource for update acres =>Workbook break: the following tabs are updated annually and every 5 years for acres inputs1 SJMSCP Acres 6_4_2015Land conversion and preserve acres by habitat type for the 50‐year permit term (source table)2 RemainingPreservetoAcquirePreserve Acres, Total and Remaining to be Acquired (from Table 1 and Annual Report updates)3 Cumulative Take_RemainingAllowed and Remaining Incidental Take Acreage (from Table 1 and Annual Report updates)4 PreserveAcquisitionSchedulePreserve Acquisition Schedule, All Habitat Types, by Index Zone, Remaining Permit Term (from Table 2)SJMSCP Cost and Fee Analysis 2020 Update Aug 2019 Revised Draft Cumm Take_61 Percent Calculations and CPI XX.xlsx ‐ TABLE OF CONTENTS ‐ 08/22/2019
FINANCIAL ANALYSIS UPDATE FOR ADOPTION ‐ 08/22/2019This 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 factorsand updating the acres remaining to be acquiredand 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 acquiredand 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 feeamount, 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 A1 ‐ 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 ONLY6. 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 2020 Update Aug 2019 Revised Draft Cumm Take_61 Percent Calculations and CPI XX.xlsx ‐ NOTES TO USER ‐ 08/22/2019
FINANCIAL ANALYSIS UPDATE FOR ADOPTION ‐ 08/22/2019Fee Summary ComparisonCalculates 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 AcquisitionA.1 Category A Per‐Acre Acquisition Cost Factors by Zone1. 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 TypeNo 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 TermNo 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 CalculationsNo 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 2020 Update Aug 2019 Revised Draft Cumm Take_61 Percent Calculations and CPI XX.xlsx ‐ NOTES TO USER ‐ 08/22/2019
FINANCIAL ANALYSIS UPDATE FOR ADOPTION ‐ 08/22/2019Category B Assessment and EnhancementB.1 SJMSCP Preserve land by habitat type, enhancement analysis, and enhancement cost factors per preserve acre1. 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 E1. Formulas calculate updated weighted average cost per preserve acre.3. Insert updated annual California CPI factor in cell E1.B.2 Category B Assessment, Planning, Restoration and Enhancement Cost Factors1. 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 C1. Formulas calculate updated annual costs.3. Insert updated annual California CPI factor in cell C1.4. Enhancement and restoration cost factors linked from B.1.B.3 Category B Assessment, Planning, Restoration, and Enhancement Cost Allocation by Habitat TypeNo 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 CalculationsNo 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 AdministrationC.5 Fee Calculations ‐ Annual Update OnlyNo 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 2020 Update Aug 2019 Revised Draft Cumm Take_61 Percent Calculations and CPI XX.xlsx ‐ NOTES TO USER ‐ 08/22/2019
FINANCIAL ANALYSIS UPDATE FOR ADOPTION ‐ 08/22/2019Category C Monitoring, Management, and Administration ‐ INSTRUCTIONS FOR FIVE‐YEAR UPDATEC.1 Category C (part) Compliance and Effectivement Monitoring Cost Assumptions1. 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 Assumptions1. 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 FlowThis 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 TypeNo 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 CalculationsNo 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 2020 Update Aug 2019 Revised Draft Cumm Take_61 Percent Calculations and CPI XX.xlsx ‐ NOTES TO USER ‐ 08/22/2019
FINANCIAL ANALYSIS UPDATE FOR ADOPTION ‐ 08/22/2019Tables 1 ‐ 4 (Source Tables)Table 1 Land Conversion and Preserve Acres by Habitat Type for the 50‐year permit termThis 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 Acquired1. 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 Acreage1. 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 UPDATEThis 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 2020 Update Aug 2019 Revised Draft Cumm Take_61 Percent Calculations and CPI XX.xlsx ‐ NOTES TO USER ‐ 08/22/2019
FINANCIAL ANALYSIS UPDATE FOR ADOPTION ‐ 08/22/2019Category A Category B Category C2020 Fees ‐ August 2019AcquisitionAssessment & EnhancementMonitoring, Management & Administration, & Post‐permit EndowmentTotal Total RoundedOther Open Space $4,072.00 $1,916.00 $424.16 $6,412.16$6,412Natural/Ag Lands $8,144.00 $3,831.00 $847.22 $12,822.22$12,822Vernal Pool Grasslands $34,978.00 $15,274.00 $2,580.93 $52,832.93$52,833Vernal Pool Wetted $34,339.00 $63,915.00 $2,533.80 $100,787.80$100,788Category A Category B Category C2019 Fees ‐ AdoptedAcquisitionAssessment & EnhancementMonitoring, Management & Administration, & Post‐permit EndowmentTotal Total RoundedOther Open Space $4,425.00 $1,864.00 $411.41 $6,700.41$6,700Natural/Ag Lands $8,850.00 $3,727.00 $821.75 $13,398.75$13,399Vernal Pool Grasslands $37,259.00 $14,814.00 $2,503.33 $54,576.33$54,576Vernal Pool Wetted $36,581.00 $61,994.00 $2,457.61 $101,032.61$101,033Difference Per Acre ($) AcquisitionAssessment & EnhancementMonitoring, Management & Administration, & Post‐permit EndowmentTotal Total RoundedOther Open Space ($353) $52 $13 ($288)($288)Natural/Ag Lands ($706) $104 $25 ($577)($577)Vernal Pool Grasslands ($2,281) $460 $78 ($1,743)($1,743)Vernal Pool Wetted ($2,242) $1,921 $76 ($245)($245)Percent Difference AcquisitionAssessment & EnhancementMonitoring, Management & Administration, & Post‐permit EndowmentTotal Total RoundedOther Open Space‐8.0% 2.8% 3.1%‐4.3%‐4.3%Natural/Ag Lands‐8.0% 2.8% 3.1%‐4.3%‐4.3%Vernal Pool Grasslands‐6.1% 3.1% 3.1%‐3.2%‐3.2%Vernal Pool Wetted‐6.1% 3.1% 3.1%‐0.2%‐0.2%SJMSCP Cost and Fee Analysis 2020 Update Aug 2019 Revised Draft Cumm Take_61 Percent Calculations and CPI XX.xlsx ‐ Fee Summary Comparison ‐ 08/22/2019
FINANCIAL ANALYSIS UPDATE FOR ADOPTION ‐ 08/22/2019TABLE A.1SJMSCP Fee Update ‐ 2019 (for 2020 SJMSCP Development Fee Cycle)Category A Per‐Acre Acquisition Cost Factors by Zone (2019 dollars)Central ZonePrimary Zone of the DeltaSouthwest Zone 3Fee title value1a $13,660 $13,471naEasement percent of fee title value2b61% 61%naEasement costsa × b$8,333 $8,217 $1,0001. SJCOG, Inc. Fee Study Property List, Table A and Table B2. SJCOG, Inc. Appraisals as of May 20193. Based on standard easement cost in Southwest Zone of $1,000/acre.SJMSCP Cost and Fee Analysis 2020 Update Aug 2019 Revised Draft Cumm Take_61 Percent Calculations and CPI XX.xlsx ‐ A1 PerAcreCostFactorsbyZone ‐ 08/22/2019
FINANCIAL ANALYSIS UPDATE FOR ADOPTION ‐ 08/22/2019TABLE A.2SJMSCP Fee Update ‐ 2019 (for 2020 SJMSCP Development Fee Cycle)Per Acre Acquisition Cost by Preserve/Habitat Type (2019 dollars)Preserve/Habitat TypeCentral ZonePrimary Zone of the DeltaSouthwest ZoneABCA + B + C = DD × 5% = ED + EEasement cost by zone 1d $8,333 $8,217 $1,000Agricultural LandsPercent in zone 2e 98% 2% 0%Weighted costs 3d × e$8,182 $148 $0$8,330$417$8,747Natural LandsNon‐vernal pool natural landsPercent in zone 2f 77% 4% 18%Weighted costs 3d × f$6,438 $365 $183$6,986$349$7,335Vernal pool grasslands 4n/a n/a n/a$10,928$546$11,474Vernal pool wetted 4n/a n/a n/a$10,928$546$11,4741. See Table A.1.2. Percent of total lands in each category assumed to be in a given zone. Based on 1996 Economic Analysis.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 Zone3. 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.Total Weighted Acquisition Cost Transaction Costs 5Total Land Acquisition Costs Per AcreSJMSCP Cost and Fee Analysis 2020 Update Aug 2019 Revised Draft Cumm Take_61 Percent Calculations and CPI XX.xlsx ‐ A2 PerAcreAcquisitionCost ‐ 08/22/2019
FINANCIAL ANALYSIS UPDATE FOR ADOPTION ‐ 08/22/2019TABLE A.3SJMSCP Fee Update ‐ 2018 (for 2019 SJMSCP Development Fee Cycle)Total Acquisition Costs by Habitat Type, Remainder of Permit Term (2018 dollars)Preserves by Habitat TypeLand Acquisition Cost Per AcrePreserve Acres Remaining to be AcquiredTotal Costs of AcquisitionAgricultural lands $8,74748,230.17 $421,869,297Natural landsNon‐vernal pool natural lands $7,33517,553.52 $128,755,069Total for Natural/Ag Lands$8,370 65,783.69 $550,624,366Vernal pool grasslands $11,47415,720.66 $180,378,795Vernal pool wetted $11,4742,115.00 $24,267,510Sources: SJCOG, Inc., SJMSCP 2015 Annual Report,and Hausrath Economics Group.SJMSCP Cost and Fee Analysis 2020 Update Aug 2019 Revised Draft Cumm Take_61 Percent Calculations and CPI XX.xlsx ‐ A3 AcquisitionCostHabitatType ‐ 08/22/2019
FINANCIAL ANALYSIS UPDATE FOR ADOPTION ‐ 08/22/2019TABLE A.4SJMSCP Fee Update ‐ 2019 (for 2020 SJMSCP Development Fee Cycle)Category A AcquisitionFee Calculations (2019 dollars)Habitat TypePreserve Land AcquisitionCosts associated with natural/agricultural lands conversion $550,624,366Natural/Agricultural land conversion (acres) , remaining50,256.68 Multi‐purpose open space conversion (acres), remaining134,715.46 Multiplier for natural/agricultural land conversion 1 Multiplier for multi‐ourpose open space conversion10.5 Acquisition Component of Natural/Agricultural Lands Fee $8,144Acquisition Component of Multi‐Purpose Open Space Fee1$4,072Costs associated with vernal pool grasslands $180,378,795Vernal pool grassland conversion (acres), remaining5,156.88 Acquisition Component of Vernal Pool Grasslands Fee $34,978Costs associated with vernal pool wetted $24,267,510Vernal pool wetted conversion (acres), remaining706.70 Acquisition Component of Vernal Pool Wetted Fee $34,3391. 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, and Hausrath Economics Group.SJMSCP Cost and Fee Analysis 2020 Update Aug 2019 Revised Draft Cumm Take_61 Percent Calculations and CPI XX.xlsx ‐ A4 AcquisitionFEE ‐ 08/22/2019
FINANCIAL ANALYSIS UPDATE FOR ADOPTION ‐ 08/22/2019update annually, California CPI factor3.1% California CPI factor (June 2018 ‐ June 2019)substitute value from prior year workbook in formula in shaded cells in table column 5.TABLE B.1SJMSCP Fee Update ‐ 2018 (for 2019 SJMSCP Development Fee Cycle)Category B Assessment, Planning, Restoration and EnhancementHabitat TypeTotal Preserve Acres (including neighboring lands preserves)Percent of Preserve Acres Enhanced1Acres Benefiting from EnhancementsPerimeter Hedgerow or Other Linear Habitat Feature ( acres)2Enhancement Cost per Acre3Total Enhancement CostEnhancement Cost per Preserve Acre12345 6 7Agricultural Habitat Lands457,935 10% 5,794 776 $60,887$47,248,107 $816Natural LandsDitches 378 33% 126 $130,842$16,486,111Grasslands 14,559 33% 4,853 $22,330$108,369,572Oak woodlands 858 33% 286 $35,123$10,045,200Riparian 2,725 33% 908 $103,311$93,841,147Submerged aquatic in the Delta 10 100% 10 $75,340$753,403Subtotal 18,530 6,183 $37,115 $229,495,433Other natural lands56,445 33% 2,148 $37,115 $79,735,745Subtotal Non VP Natural 24,975 $309,231,178 $12,382Vernal pool wetted2,121 33% 707 $63,962$45,221,282$21,321Vernal pool grasslands15,811 33% 5,270 $14,924$78,653,005$4,975Subtotal All Natural Lands 42,907 14,309 $433,105,465Total 100,842 20,103 $480,353,572See notes on following page1. Enhancement criteria derived from the SJMSCP, Section 5.4.6.5. Estimated based on the weighted average cost for all other non‐vernal pool natural lands.Sources: Table A.1, SJCOG, Inc., ICF, and Hausrath Economics Group3. 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.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 SJMSCP. 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. SJMSCP Preserve land by habitat type, enhancement analysis, and enhancement cost per preserve acre (2018 dollars)SJMSCP Cost and Fee Analysis 2020 Update Aug 2019 Revised Draft Cumm Take_61 Percent Calculations and CPI XX.xlsx ‐ B1 PreserveEnhancementCost ‐ 08/22/2019
FINANCIAL ANALYSIS UPDATE FOR ADOPTION ‐ 08/22/2019TABLE B.2SJMSCP Fee Update ‐ 2019 (for 2020 SJMSCP Development Fee Cycle)Category B Assessment, Planning, Restoration and Enhancement Cost Factors (2019 dollars)Remainder of Permit TermRemaining years in permit term31 used in formulae below to calculate costs for the remainder of the permit termBiological Site AssessmentNumber of site visits per year10 assumes 6 hours per visitAnnual cost$8,753replace value from prior year workbook in formula before changing CPI every yearTotal Site Assessment cost remainder of permit term $271,349Preserve Management Plan PreparationNumber of management plans per year10 assumes 40 hours per planAnnual cost$58,350replace value from prior year workbook in formula before changing CPI every yearTotal Preserve Management Plan cost remainder of permit term $1,808,865Preserve Enhancement Plan PreparationNumber of enhancement projects per year5 assumes 40 hours per plan for each enhancement projectAnnual cost$29,175replace value from prior year workbook in formula before changing CPI every yearTotal Preserve Enhancement Plan cost remainder of permit term $904,432Preserve Enhancements on Agricultural LandsEnhancement cost per preserve acre$816Preserve Enhancements on Non‐Vernal Pool Natural LandsEnhancement cost per preserve acre$12,382Vernal Pool Creation/EnhancementEnhancement cost per preserve acre$21,321Vernal Pool Upland Grassland EnhancementEnhancement cost per preserve acre$4,975Sources: SJCOG, Inc., ICF, and Hausrath Economics GroupSJMSCP Cost and Fee Analysis 2020 Update Aug 2019 Revised Draft Cumm Take_61 Percent Calculations and CPI XX.xlsx ‐ B2 AssessmentEnhancementCost ‐ 08/22/2019
FINANCIAL ANALYSIS UPDATE FOR ADOPTION ‐ 08/22/2019TABLE B.3SJMSCP Fee Update ‐ 2018 (for 2019 SJMSCP Development Fee Cycle)Category B Assessment, Planning, Restoration and Enhancement (2018 dollars)Cost Allocation by Habitat TypeRemainder of Permit TermPreserves by Habitat TypeAcres Remaining to be Acquired1Percent of TotalBiological Site AssessmentPreserve Management PlansPreserve Enhancement PlansPreserve EnhancementsVernal Pool RestorationAgricultural lands48,230.17 58% $156,509 $1,043,322 $521,660 $39,333,464 naNon‐vernal pool natural lands17,553.52 21% $56,962 $379,720 $189,860 $217,341,168 naVernal pool grasslands15,720.66 19% $51,014 $340,071 $170,036 $78,203,577 naVernal pool wetted2,115.00 3% $6,863 $45,752 $22,876 na $45,093,35783,619.35 100% $271,349 $1,808,865 $904,432 $334,878,209 $45,093,3571. Includes 600 acres of neighboring lands preserves.Sources: SJCOG, Inc.,SJMSCP 2015 Annual Report, ICF, and Hausrath Economics Group.Costs ‐ Remainder of Permit TermCost per acre multiplied by preserve acres by type remaining to be acquiredTotal cost allocated by preserve type percent of total preserve land remaining to be acquiredSJMSCP Cost and Fee Analysis 2020 Update Aug 2019 Revised Draft Cumm Take_61 Percent Calculations and CPI XX.xlsx ‐ B3 AssessEnhancementCostAlloc ‐ 08/22/2019
FINANCIAL ANALYSIS UPDATE FOR ADOPTION ‐ 08/22/2019TABLE B.4SJMSCP Fee Update ‐ 2018 (for 2019 SJMSCP Development Fee Cycle)Category B Assessment, Planning, Restoration and EnhancementFee Calculations (2018 dollars)Remainder of Permit TermHabitat TypeBiological Site AssessmentPreserve Management PlansPreserve Enhancement PlansAgricultural and Non VP Natural Land EnhancementTotal for Agricultural and Non VP Natural Land (incl. assessment and plans)Vernal Pool Restoration / EnhancementTotal for Vernal Pool (incl. assessment and plans)Costs associated with natural/agricultural lands conversion$213,471 $1,423,042 $711,520 $256,674,632$259,022,665Natural/Agricultural land conversion (acres), remaining50,256.7 50,256.7 50,256.7 50,256.7 50,256.7 Multi‐purpose open space conversion (acres), remaining134,715.5 34,715.5 34,715.5 34,715.5 34,715.5 Multiplier for natural/agricultural land conversion1 1 1 1 1 Multiplier for multi‐purpose open space conversion10.5 0.5 0.5 0.5 0.5 Assessment & Enhancement Component of Natural/Agricultural Lands Fee$3 $21 $11 $3,796 $3,831Assessment & Enhancement Component of Multi‐Purpose Open Space Fee1$2 $11 $6 $1,898 $1,916Costs associated with vernal pool grasslands$51,014 $340,071 $170,036 $78,203,577$78,764,698Vernal pool grassland conversion (acres), remaining5,156.9 5,156.9 5,156.9 5,156.9 5,156.9 Assessment & Enhancement Component of Vernal Pool Grasslands Fee $10 $66 $33 $15,165 $15,274Costs associated with vernal pool wetted $6,863 $45,752 $22,876 $45,093,357$45,168,848Vernal pool wetted conversion (acres), remaining706.7 706.7 706.7 706.7 706.7 Assessment & Enhancement Component of Vernal Pool Wetted Fee $10 $65 $32 $63,808 $63,915Sources: SJCOG, Inc., SJMSCP 2015 Annual Report, ICF, and Hausrath Economics Group.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.SJMSCP Cost and Fee Analysis 2020 Update Aug 2019 Revised Draft Cumm Take_61 Percent Calculations and CPI XX.xlsx ‐ B4 AssessmentEnhancementFEE ‐ 08/22/2019
FINANCIAL ANALYSIS UPDATE FOR ADOPTION ‐ 08/22/2019TABLE C.5 for Annual UpdateSJMSCP Fee Update ‐ 2019 (for 2020 SJMSCP Development Fee Cycle)Category C Monitoring and Program Management/Administration, including endowment for post‐permit costsFee Calculations (2019 dollars)Remainder of Permit TermHabitat TypeProject Management AdministrationLand Manager CoordinationFinancial Plan 5‐Year UpdatesTotal Costs associated with natural/agricultural lands conversion$19,920,137 $12,542,577 $5,413,076 $211,667 $411,840 $14,921,108$53,420,405Natural/Agricultural land conversion (acres) , remaining53,133.4 53,133.4 53,133.4 53,133.4 53,133.4 53,133.4 53,133.4 Multi‐purpose open space conversion (acres), remaining135,288.7 35,288.7 35,288.7 35,288.7 35,288.7 35,288.7 35,288.7 Multiplier for natural/agricultural land conversion1 1 1 1 1 1 1 Multiplier for multi‐purpose open space conversion10.5 0.5 0.5 0.5 0.5 0.5 0.5 Monitoring & Administration Component of Natural/Agricultural Lands Fee$281 $177 $76 $3 $6 $211$755Monitoring & Administration Component of Multi‐Purpose Open Space Fee1$141 $89 $38 $2 $3 $106$378Costs associated with vernal pool grasslands$4,443,040 $2,797,529 $1,207,347 $47,211 $91,858 $3,328,043$11,915,028Vernal pool grassland conversion (acres), remaining5,180.8 5,180.8 5,180.8 5,180.8 5,180.8 5,180.8 5,180.8 Monitoring & Administration Component of Vernal Pool Grasslands Fee$858 $540 $233 $9 $18 $642$2,300Costs associated with vernal pool wetted $595,034 $374,659 $161,694 $6,323 $12,302 $445,708$1,595,720Vernal pool wetted conversion (acres), remaining706.7 706.7 706.7 706.7 706.7 706.7 706.7 Monitoring & Administration Component of Vernal Pool Wetted Fee$842 $530 $229 $9 $17 $631$2,258Note: Accounts for existing preserve fund balances applied against these costs.Sources: SJCOG, Inc. and SJMSCP 2014 Annual Report (February 2015 draft), ICF, and Hausrath Economics Group.Monitoring Project Management & AdministrationPost Permit Costs1. 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.SJMSCP Cost and Fee Analysis 2020 Update Aug 2019 Revised Draft Cumm Take_61 Percent Calculations and CPI XX.xlsx ‐ C MonitorAdminFEE ‐ 08/22/2019
FINANCIAL ANALYSIS UPDATE FOR ADOPTION ‐ 08/22/2019TABLE 12019 Economic Analysis and Fee UpdateLand Conversion and Preserve Acres by Habitat Type for the 50‐year Permit TermHabitat TypeLand ConversionNumber of Preserve Acres to Land Conversion AcresTotal Preserve Acres for CompensationNeighboring Land Protection PreservesTotal All Preserve AcresPercent Total AcresAgricultural lands157,635 1.00 57,635 300 57,935 57%Natural LandsDitches2126 3.00 378 378 0.37%Grasslands34,853 3.00 14,559 14,559 14.44%Oak woodlands4286 3.00 858 858 0.85%Riparian5900 3.00 2,700 25 2,725 2.70%Submerged aquatic in the Delta Zone 3 3.00 10 10 0.01%Vernal pool grasslands6 VP ‐ wetted surface area 707 3.00 2,121 2,121 2.10% VP ‐upland grassland 5,187 3.00 15,561 15,561 15.43% VP ‐Neighboring Land Protection preserves7na 250 250 0.25%Other natural lands82,140 3.00 6,420 25 6,445 6.39%Subtotal Natural Lands 14,202 42,607 300 42,907 42.55%Total 71,837 100,242 600 100,842 100.00%2. Drainage ditches (unlined) generally found in agricultural fields (D types). 3. Valley grasslands (G types) and Foothill grasslands (G2 types).6. Vernal pool grasslands (G3 type) .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.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 (O 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.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 (I2) marsh, and Diablan sage scrub (S3 types) and all other types of Natural Lands.7. The vernal pool preserves for Neighboring Land Protection consist of existing vernal pools (no creation requirement). Enhancements will benefit the tiger salamander.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,SJMSCP Cost and Fee Analysis 2020 Update Aug 2019 Revised Draft Cumm Take_61 Percent Calculations and CPI XX.xlsx ‐ 1 SJMSCP Acres 6_4_2015 ‐ 08/22/2019
FINANCIAL ANALYSIS UPDATE FOR ADOPTION ‐ 08/22/2019TABLE 22019 Economic Analysis and Fee UpdatePreserve Acres, Total and Remaining to be AcquiredPreserve/Habitat TypeTotal Preserve Acres ‐ 50‐year PermitTotal Preserve Acres Acquired through 12/31/2018Total Preserve Acres Remaining to Be Acquired (links to A.3, B.3. and C.4)Agricultural lands 57,935 9,704.83 48,230.17 Natural landsDitches 378 ‐ 378.00 Grasslands 14,559 7,340.08 7,218.92 Oak woodlands 858 ‐ 858.00 Riparian 2,725 50.80 2,674.20 Submerged aquatic in the Delta 10 ‐ 10.00 Other natural lands6,445 30.60 6,414.40 Subtotal non‐vp natural lands24,975 7,421.48 17,553.52 Total Non VP Natural/Ag Lands 82,910 17,126.31 65,783.69 Vernal pool wetted 2,121 6.00 2,115.00 Vernal pool grasslands 15,811 90.34515,720.66 Total 100,842 17,222.66 83,619.35 Sources: Table 1 and SJCOG, Inc., 2018 Annual Report Table 6 and Table 12SJMSCP Cost and Fee Analysis 2020 Update Aug 2019 Revised Draft Cumm Take_61 Percent Calculations and CPI XX.xlsx ‐ 2 RemainingPreservetoAcquire ‐ 08/22/2019
FINANCIAL ANALYSIS UPDATE FOR ADOPTION ‐ 08/22/2019TABLE 32019 Economic Analysis and Fee UpdateAllowed and Remaining Incidental Take AcreagePreserve/Habitat TypeTake Authorizations ‐ 50‐year Permit (including multi‐purpose open space)Cumulative Acres of Take through 12/31/2018Remaining Acres of Land Conversion, (links to A.4, B.4. and C.5)Agriculture 57,635 15,121.31 42,513.69 Multi‐purpose (other open space) 37,465 2,749.54 34,715.46 Natural landsVernal pool wetted 707 0.30 706.70 Vernal pool upland grassland 5,187 30.12 5,156.88 All other natural lands 8,308 565.34 7,742.99 Total 109,302 18,466.61 90,835.72 Sources: Table 1, SJMSCP Table 1‐1 and Table 4.2‐2; SJCOG, Inc., 2018 Annual Report Table 4 (revised)SJMSCP Cost and Fee Analysis 2020 Update Aug 2019 Revised Draft Cumm Take_61 Percent Calculations and CPI XX.xlsx ‐ 3 Cumulative Take_Remaining ‐ 08/22/2019