HomeMy WebLinkAboutAgenda Report - November 18, 2020 G-02 PHAGENDA ITEM G , rz
t&% CITY OF LODI
COUNCIL COMMUNICATION
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AGENDA TITLE: Public Hearing to Consider Adoption of a Resolution Setting the San Joaquin
County Multi -Species Habitat Conservation and Open Space Plan Development
Fees For 2021
MEETING DATE: November 18, 2020
PREPARED BY: Community Development Department
RECOMMENDED ACTION: Public Hearing to consider adoption of a resolution setting the San
Joaquin County Multi -Species Habitat Conservation and Open
Space Plan Development Fees for 2021.
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 2021 per acre fees for all categories of habitat land have an overall increase of 35.4 percent in the
Multi-purpose, Agricultural and Natural habitat classifications from the prior year primarily to a rise in the
land acquisition component for agricultural land price values of comparable sales and part of the
endowment related to enhancement costs for preserves being updated to current costs. Open Space
lands have increased from $6,412 to $8,682. Agriculture and Natural lands (the two largest categories)
have increased from $12,822 to $17,363. Fees for Vernal Pool (grasslands) habitat lands increased from
$52,833 to $71,544 and Vernal Pool (wetted lands) increased from $100,788 to $161,286.
The San Joaquin Council of Governments Board approved the attached HCP fee schedule for 2021
during their August 2020 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, 2021.
FISCAL IMPACT: Not applicable.
FUNDING AVAILABLE: Not applicable.
John R. ella Monica, Jr.
Commur{ity Development Dire r
Attachments: i
1) Fee Schedule for 2021
2) SJCOG Staff Report w/Fee Analysis Update summary
APPROVED:
Stephen SchWabader, City Manager
SJCDG, Inc.
Sol Jobmck
CHAIR
Leo Zuber
VICECHAIR
Andm T. Cl e ley
PRESIDENT
Member Agencies
CTnESOF
ESCALON,
LATHROP,
LODI,
MANTECA,
RIPON,
STOCKTON,
TRACY,
AND
THECOUNTYOF
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)
2021 Updated Habitat Fees*
Habitat Type
Fee Per Acre
Multi -Purpose Open Space
$81682
Natural
$17,363
Agriculture
$17,363
Vernal Pool - uplands
$71,544
Vernal Pool - wetted
$1611286
* Effective January 1, 2021 —December 31, 2021
2021 Endowment Fees with In -lieu Land**
** Effective January 1, 2021 — December 31, 2021 in lieu of fees to be used as the endowment for the
dedicated land preserves (Category B + Q 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 SJCDG, 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.
Enhancement
Land
TOTAL PER
Type of Preserve
Cost/acre
Management
ACRE
Cost/acre
ENDOWMENT
Agricultural Habitat Lands
$4,942.00
$681.00
$5,623.00
Natural Lands
$4,942.00
$681.00
$5,623.00
Vernal Pool Habitat
Vernal Pool Grasslands
$12,826.00
$1,682.00
$14,508.00
Vernal Pool Wetted
$103,580.00
$1,649.00
$105,229.00
** Effective January 1, 2021 — December 31, 2021 in lieu of fees to be used as the endowment for the
dedicated land preserves (Category B + Q 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 SJCDG, 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.
STAFF REPORT
SUBJECT:
RECOMMENDED ACTION:
DISCUSSION:
8/2020
SJCOG, Inc.
SJMSCP 5 -Year Financial Analysis Update and
2021 SJMSCP Development Fee
Motion to 1) Approve Adoption of the 5 -Year
Financial Analysis Update including Pursuing
More Diverse Endowment Investment Tools and
2) Approve 2021 SJMSCP Development Fees as
Adjusted Pursuant to the Financial Analysis
Model
Over the last many months, SJCOG, Inc. staff, Hausrath Economics Group
(HEG) and the Habitat Technical Advisory Committee (HTAC) Financial
Subcommittee have engaged in the required 5 -year financial update to the San
Joaquin County Multi -Species Habitat Conservation and Open Space Plan
(SJMSCP). The last reviews were in 2007, 2011 and 2016, respectively with
a summary of those reviews as an Executive Summary (attachment 1)
provided.
5 -yea r r1andaI aoaIKa
Wlew
For the 5 -year review financial analysis update, SJCOG, Inc. staff, HEG and the HTAC Financial
Subcommittee (Table 1) reviewed the adopted model which estimates the costs of implementation
for fulfillment of the SJMSCP permits and defines the three fee categories (Category A -
Acquisition, Category B - Enhancement and Category C - Land Management, Monitoring &
Administration). The three main areas of focus were the categories of the fee model regarding land
costs to be used for mitigation, required restoration/enhancement costs on preserve lands, and
monitoring, management and administration of the program and preserves.
Table 1- Financial Subcommittee and Consultants
Chairman, Megan Aguirre, SJ County
John Beckman, BIA of the Great Valley
Matt Diaz, City of Stockton
Dan Gifford, Conservation
Melissa Farinha/Ian Ralston, CA Department of Fish and Wildllife, HCP Representatives
SJCOG, Inc. staff (Steve Dial, Steven Mayo, Laurel Boyd)
Legal Counsel for SJCOG, Inc.: Rod Attebery, Neumiller & Beardslee
Consultant for SJCOG, Inc.: Sally Nielsen, Hausrath Economics Group
Consultant for SJCOG, Inc.: Doug Leslie, ICF
Consultant for SJCOG, Inc.: Robert Spencer, Urban Economics
The proposed 2021 SJMSCP development fees were adjusted using the recommended
2021 Fee - Proposed
2020 SJMSCP 5 -Year Financial Model Update for the respective categories and are
Difference
compared to the 2020 SJMSCP Development fees (Table 2) in the most common habitat
Agricultural/Natural
categories under the plan. The change is an overall increase of 35.4% in the most
$12,822
commonly impacted categories of Agricultural and Natural habitat classifications from
11-0.0040,
the prior year. The increase is due primarily to a rise in the land acquisition component
2017
(Category A) for agricultural land price values of comparable sales and part of the
,
endowment related to enhancement (Category B) costs for preserves being updated to
2021
current costs.
$6,511
Table 2- Compared 2021 & 2020 SJMSCP Development Fees - Most Common Fee Habitat Types
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. The fees can fluctuate primarily based on
the Category A - acquisition component of the fee formula over time.
Table 3- History and Annual Percentage Change for SJMSCP Development Fees
Fee Category
2021 Fee - Proposed
2020 Fee - Adopted
Difference
Percent Change
Agricultural/Natural
$17,363
$12,822
$4,541
35.4%
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. The fees can fluctuate primarily based on
the Category A - acquisition component of the fee formula over time.
Table 3- History and Annual Percentage Change for SJMSCP Development Fees
Fee Category
2007
Financial
Update#
2008
2009
2010
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
Multi -Purpose
Open Space
$6,511
$6,165
$7,052
$7,307
$6,631
$7,195
$6,364
$6,656
$7,281
$7,807
$8,905
$9,701
$6,700
$6,412
$8,682
Agriculture/Natural
$13,022
$12,329
$14,104
$14,615
$13,262
$14,372
$12,711
$13,295
$14,543
$15,596
$17,808
$19,400
$13,399
$12,822
$17,363
$69,858
(wetted)
$71,125
(wetted)
$78,353
(wetted)
$80,760
(wetted)
$77,720
$81,989
$78,311
(wetted)
$80,972
(wetted)
$85,631
(wetted)
$90,273
(wetted)
$109,737
(wetted)
$116,871
(wetted)
$101,033
(wetted)
$100,788
(wetted)
$161,286
(wetted)
(wetted)
(wetted)
Vernal Pools
$34,958
(upland)
$35,143
(upland)
$40,565
(upland)
$42,071
(upland)
$38,328
$41,534
$37,087
(upland)
$39,047
(upland)
$42,784
(upland)
$46,869
(upland)
$66,437
(upland)
$72,523
(upland)
$54,576
(upland)
$52,833
(upland)
$71,544
(upland)
(upland)
(upland)
Percentage of
Change Yearly
-5.3%
14.4%
-9.3%
8.4%
-11.6%
4.6%
9.4%
-
7.2%
14.2%
8.9%
-30.9%
-4.3%
35.4%
3.6%
Projects participating under the SJMSCP benefit from a pre -determined streamlined processing of
the project rather than navigating through a potentially very long, cumbersome and expensive
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 (opt out) and fulfill mitigation
requirements on their own with state and federal permitting agencies independently.
RECOMMENDATION:
The HTAC Financial Subcommittee and HTAC unanimously approved Categories A, B, C and the
total proposed fee and recommend the SJCOG, Inc. Board to 1) Approve Adoption of the SJMSCP
5 -Year Financial Analysis Update including pursuing more robust investment opportunities for
endowment funds, and 2) Approve 2021 SJMSCP Development Fees as Adjusted Pursuant to the
Financial Analysis Model
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
BACKGROUND:
The HTAC Financial Subcommittee maintained the formula model for fee calculations to allow
for response to market fluctuations and cost changes which need to be reflected in the mitigation
fee. The formula is still categorized into three distinct components to better calculate an accurate
fee per acre [FEE = Category A (acquisition) + Category B (assessment & enhancement) +
Category C (management, monitoring & administration)] .
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 Southwest Transition Zone and Delta Zone) over an established
2 -year period meeting the established criteria used for comparable land
sales (attachment 2). Cost estimates for this category will continue to be
evaluated on a yearly basis by taking all qualified fee title comparable sales
in each zone to set a weighted cost per acre similar to the methodology in
the Financial Analysis Update in 2016 but without SJCOG, Inc. easement
appraisals.
This 2020 fee model update also revises the fee title/easement
valuation percentage method for determining the cost of
easement acquisition in the model to be lowered to 56% with a
mid-term review of the 5 -year term based on the data collected
by SJCOG, Inc. staff. The collected data by SJCOG, Inc. staff
tracks easements by appraisals which indicate the value of the
property in the "before" condition and the value of the property
encumbered by the SJCOG, Inc. easement. This data (which
only becomes a richer database over time) provides the basis for
calculating average percentage of easement acquisition of fee title value that reflects actual
SJCOG, Inc. experience with easement terms and conditions.
The model update results in a 44% increase in the Agricultural/Natural Habitat types of Category
A (Acquisition) component to be $11,740.00. The reason for the increase is the rise in comparable
fee title land sale values.
Category B (assessment & enhancement) — Refined Cost Factors
The recommended changes to this category include updated and refined
cost factors for biological site assessment, preserve enhancement and
management planning, and preserve enhancement unit costs. These unit
costs reflect current assessment of enhancement practices for different
types of preserve lands. In addition, the updated analysis redistributes
preserve acres between grasslands and agricultural landscapes to more
accurately reflect the mitigation purposes described in the adopted
SJMSCP.
Going forward, the unit cost factors (per acre or per year for some items)
will be adjusted only by the California CPI. However, the total cost for
Category B is also a function of the SJMSCP Annual Report data updated
annually with the 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.
The model update results in a 29% increase in the Agricultural/Natural
Habitat types of Category B (Assessment & Enhancement) component to be
$4,942.00.
Category C (Management, Monitoring & Administration) — Refined Cost Factors/Long Term
Investment
The recommended changes to this category include refined monitoring cost factors and updated
management and administration cost factors that are based on analysis of SJCOG, Inc. spending in
these categories. The update includes refinement to the approach to post -permit costs and pivoting
to a more robust diversified endowment investment strategy for a higher return on investment
yield that provides for a net annual yield of 3.25% after absorbing inflation and management costs.
Annual cost updates will continue to use the California Consumer Price Index (CPI), as reported
by the California Department of Finance, for the preceding 12 -month fiscal year (e.g. July — June)
to keep up with inflation on an annual basis.
The model update results in a 20% decrease in the Agricultural/Natural Habitat types of Category
C (Management, Monitoring & Administration) component from prior years to be $681.00.
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, monitoring & admin)] shown in final fee table 4 below and Attachment 3 (SJMSCP
Cost and 2021 Fee Analysis). The overall result in the fee analysis is a 35.4% increase in the most
commonly impacted Agricultural and Natural Habitat Classifications fees for 2021.
Table 4 - 2021 SJMSCP Development Fees - Proposed
Type
Category A
Category B
Category C
Total Fee
Rounded Fee
7abitat
Other Open Space
$5,870.00
$2,471.00
$341.00
$ 8,682.00
$8,682
Natural/A Lands
$11,740.00
$4,942.00
$681.00
$17,363.00
$17,363
Vernal Pool Grasslands
$57,036.00
$12,826.00
$1,682.00
$71,544.00
$71,544
Vernal Pool Wetted
$56,057.00
$103,580.00
$1,649.00
$161,286.00
$161,286
COMMITTEE ACTIONS:
• HTAC FINANICAL SUB -COMMITTEE: Recommended Approval to HTAC
• HTAC: Recommended Approval
• Management and Finance: Information
• Executive Committee: Information
• SJCOG, Inc. Board: Action Required
Prepared by: Steven Mayo, Program Manager
Attachment 1- Exec Summary of All SJMSCP Financial Analysis Updates
The SJMSCP fee is based on the original fee model from 1996 which was adopted with the federal and state
take permits approval in 2001. After years of plan operation (2001-2005), a funding shortfall was noted in
2005/2006 which lead to a change in the model to calculate the SJMSCP fees moving forward over the life
of the permits. The SJMSCP Development Fee is updated annually based on the model and the SJCOG, Inc.
staff conducts a 5 -Year Review of the model to ensure transparency and accuracy of the SJMSCP
Development Fee. The SJMSCP is in a 5 -Year Review cycle which pertains to the RFQ. This Fee Analysis
Update will be used for establishment of the 2021-2025 SJMSCP Development Fees.
The SJMSCP is operated under the premise that the development fees shall cover all the costs associated with the
habitat plan for the acquisition of the mitigation lands (18,204 acres acquired - 2019 Annual Report), endowment
funds associated with the mitigation preserve lands (e.g. enhancements, restoration, monitoring and reporting),
development project coverage (e.g. biological review and take measures) and administration of the plan.
Simply stated, the SJMSCP fees is calculated using the SJMSCP Financial Analysis formula model [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. With the adjustments, the SJMSCP Fee has fluctuated up
and down over the years as shown below.
History and Annual Percentage Change for SJMSCP Development Fees
The following summarizes the changes made during each prior 5 -Year Fee Analysis Updates:
2011 Fee Analysis 5 -Year Review
1. Third Party Costs - Under the SJMSCP, jurisdictions and development projects are provided `take
coverage' of federal, state and other species through federal and state permits for conversion of open
space to non -open space use under the habitat plan. The SJMSCP uses predetermined processes and
mitigation requirements to allow streamlined processing of projects within San Joaquin County. Most
participating projects flow through the streamlined processing and pre -determined mitigation
established under the plan with easy. In the rare instance someone chooses to not comply or alter the
streamlined processing under the SJMSCP, costs are incurred which the habitat fees do not capture
(e.g. excessive staff time, legal costs, etc.).
The HTAC Financial Sub -committee has recommended a Third Partv Reimbursement Agreement
attachment 1,) be used with these specific instances.
2. Acquisition Legal Costs - The acquisition of conservation easements or fee title of land is required
under the SJMSCP to fulfill the obligations of the permits. Over the course of 10 years pursuing and
2007
Fee Category
Fluanclal
2008
2009^_1110
(111
'-UI'-
11113
2014
101;
'-016
?1117
1118
2019
2010
Updated
Multi-Pupon Opcn
$6,5t1
56 .1,
$6,631
S- 1
V 1, .1
56,656
$7,281
$7,807
$6,905
$9,701
$6,700
$6,412
Space
$13,022
512.329
$14.104
$14,615
$13,262
$14,372
$12.711
$13,295
$14,543
$15,596
$17,808
S19,400
$13,399
$12,822
Agriculture/Natural
$69,858
$71,125
$78,353$80,760
$77,720
$81,989
578,311
$80,972
$85,631
$90,273
$109,737
$116,871
$101,033
$100.788
Vemal Pools
(wetted)
(wetted)
(wetted)
(wetted)
(wetted)
(wetted)
(wetted)
(wetted)
(wetted)
(wetted)
(wetted)
(wetted)
(wetted)
(wetted)
$34,958
435,143
$40.565
$42,071
$38,328
$41,534
137,087
$39,047
$42.784
$46,869
$66,437
$72,523
$54,576
$52,833
(upland)
(upland)
(upland)
(upland)
(upland)
(upland)
(upland)
(upland)
(upland)
(upland)
(upland)
(upland)
(upland)
(upland)
Percentage of
Cl-ge Yearly
-5.3%
14.4%
3.6%
-9.d%
&4%
-IL6",
46',
9.4`
72%
1427,
8.9%
-309%
The following summarizes the changes made during each prior 5 -Year Fee Analysis Updates:
2011 Fee Analysis 5 -Year Review
1. Third Party Costs - Under the SJMSCP, jurisdictions and development projects are provided `take
coverage' of federal, state and other species through federal and state permits for conversion of open
space to non -open space use under the habitat plan. The SJMSCP uses predetermined processes and
mitigation requirements to allow streamlined processing of projects within San Joaquin County. Most
participating projects flow through the streamlined processing and pre -determined mitigation
established under the plan with easy. In the rare instance someone chooses to not comply or alter the
streamlined processing under the SJMSCP, costs are incurred which the habitat fees do not capture
(e.g. excessive staff time, legal costs, etc.).
The HTAC Financial Sub -committee has recommended a Third Partv Reimbursement Agreement
attachment 1,) be used with these specific instances.
2. Acquisition Legal Costs - The acquisition of conservation easements or fee title of land is required
under the SJMSCP to fulfill the obligations of the permits. Over the course of 10 years pursuing and
acquiring mitigation lands to offset the impacts under the permits, it has become evident the SJMSCP
fees did not include a very important and common practice in the acquisition of mitigation lands which
is the extensive review by legal experts on both sides of the acquisition process. Many steps have been
taken to reduce the legal review of documents by standardizing form easement and purchase
documents under the plan but each individual transaction can require minor alterations. The selling
landowner is responsible for their legal review or consultation during the transaction but SJCOG, Inc.
staff does error on the side of caution when alterations are requested in a transaction by having legal
counsel review all documents.
The HTAC Financial Sub -committee reviewed the costs of&gal involvement to acquire mitigation
under the plan and concluded those costs were not being captured currently. To remedy this issue, the
sub -committee recommended an increase of $17.45 per acre to a specific part of the Category C
(Management and Administration) component of the financial mode. The $17.45 per acre increase to
the Category C (Management and Administration) component will be made in the 2012 fee analysis
and then after the Categry C (Management and Administration) component will be indexed only by
CPL
3. Fee Analysis Comparable Land Sale Process - SJCOG, Inc staff and HTAC established a very
transparent evaluation process for collection of comparable land sales within San Joaquin County to
be used during setting the SJMSCP fees but it has not been formally adopted. The SJMSCP has used
comparable agricultural land sales which fits the established criteria set by SJCOG, Inc. in 2006 to
help establish the Category A (Acquisition) component of the fee. The use of comparable land sales
has allowed the SJMSCP fee to be closely tied to actual San Joaquin County agricultural land costs of
those properties which the habitat plan would seek for mitigation.
The HTAC Financial Sub -committee recommends formal adoption of the evaluation process and
criteria used to select comparable land sales to help establish the CategojyA
(Acquisition) component
of the SJMSCP fee.
4. SJMSCP Fee Title Comparable Sale Inflation Percentage - In the original model created and
adopted by SJCOG, Inc. Board, the model used an inflation percentage to bring old land sales up to
date with current land sales during the land boom experienced in 2002 — 2006. SJCOG, Inc. staff and
sub -committee members agreed the current 10% did not reflect current times. After much discussion
of SJMSCP easement acquisition costs and SJMSCP Financial Model sample runs in order to provide
the most accurate, legally defensible and fair rate to be applied, the consensus was a reduction from the
current 10% in the model for fee title sales to 6.1 % to be used for the next SJMSCP financial analysis
cycle.
The HTAC Financial Sub -committee recommends the reduction from 10% to 6.1 % for thefee title
comparable sale inflation percentage applied to select comparable land sales to help establish the
Categry A (Acquisition) component of the SJMSCP fee.
2015 Fee Analysis 5 -Year Review
The overall structure of the SJMSCP financial analysis model was not changed in this update. One
overall change in approach is to estimate costs for preserve acquisition, management, monitoring and
administration for the remainder of the permit term (including costs in perpetuity) instead of for the
50 -year permit term. Dividing these costs by the remaining acres of land conversion results in the
calculated fees.
For the financial analysis update, the existing methods and data regarding costs associated with
various parts of the SJMSCP. The three main areas of focus were the categories of the fee model
regarding land costs to be used for mitigation, required restoration/enhancement costs on preserve
lands, and monitoring, management and administration of the program and preserves. The detailed
comparable analysis using actual agricultural real estate transactions in San Joaquin County will
continue as the basis for the acquisition cost estimates as it has proven to be the most reliable indicator
of market changes. Other SJCOG, Inc. data and information were incorporated into the updated
Financial Analysis model for acquisition costs as well. Updated management and enhancement
planning and restoration/enhancement costs for specific habitat types were provided by the SJMSCP
land management firm, supplemented in a few cases with estimates from other conservation entities
gathered. The SJMSCP land management firm also provided updated estimates for detailed
monitoring costs. Financial Sub -committee analyzed the SJMSCP budget and consulted with staff and
legal counsel for updates to project management, administration, and legal costs. Consultants and staff
also evaluated alternatives of estimating post -permit costs and the amount of the endowment needed to
fund those costs in perpetuity.
2018 Annual Fee Analysispdate (mid-term action)
The Category A — Acquisition component of the fee model was altered by the Financial
Sub -committee to stay in line with empirical data collected on easements under the habitat plan based
on appraisal value to theoretical fee title value. The choice was made to adjust the easement to fee title
value from 70% to 61 % for the remainder of the 5 -Year process and re-evaluate in the next update.
2020 Fee Analysis 5 -Year Review
During the current review, the Financial Sub -committee made the following minor alterations to the
fee model and process:
1. The Category A — Acquisition alterations by the Financial Sub -committee were removal of
easement appraisal valuations from the comparable data cost per acre data leaving only fee title
transactions under the established criteria, the reduction of easement to fee title value percentage from
61 % to 56% for this cycle with a mid-term review of the percentage.
2. The Category B component was updated with the most recent SJMSCP reporting from 2019
Annual Report, updated cost values for enhancement projects on preserves for the habitat type projects
from the land management firm, and appropriation of mitigation land types by impact type (e.g.
cross-over zone mitigation in Southwest Zone).
3. The Category C component consisted of updates to the administrative aspects of the plan,
biological costs for project review and post permit functions of the endowment accounts with
investment strategies (e.g. a more diversified portfolio for higher yield on investment) for preserves
funds under the habitat plan to ensure funding.
Attachment 2 — 2021 Fee Study Property List - Props 24 Month
N
�C Q
9 g
xa
0
a
a
Attachment 3 — SJMSCP Cost and 2021 Fee Analysis
FINANCIAL ANALYSIS UPDATE PRELIMINARY DISCUSSION DRAFT - 7/20/20
TABLE A.1
2020 Five -Year Economic Analysis and Fee Update
SJMSCP Fee Update - 2020 (for 2021 SJMSCP Development Fee Cycle)
Category A Per -Acre Acquisition Cost Factors by Zone (2020 dollars)
Central Zone Primary Zone of Southwest
the Delta Zone 3
Fee title value' a $22,300 $12,500 na
Easement percent of fee title value b 56% 56% na
Easement costs a x b $12,488 $7,000 $1,000
1. SJCOG, Inc. Fee Study Property List, Table A and Table B
2. SJCOG, Inc. Appraisals as of June 2020
3. Based on standard easement cost in Southwest Zone of $1,000/acre
SJMSCP Cost and Fee Analysis 2021 Five Year Update.xlsx - Al PerAcreCostFactorsbyZone - 7/20/20
FINANCIAL ANALYSIS UPDATE PRELIMINARY DISCUSSION DRAFT - 7/20/20
TABLE A.2
2020 Five -Year Economic Analysis and Fee Update
SJMSCP Fee Update - 2020 (for 2021 SJMSCP Development Fee Cycle)
Per Acre Acquisition Cost by Preserve/Habitat Type ( 2020 dollars)
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 categoriz(
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 2021 Five Year Update.xlsx - A2 PerAcreAcquisitionCost - 7/20/20
SJMSCP Zone
Transaction
Total Land
Primary Zone of
Southwest
Total Weighted
5
Acquisition
Central Zone
the Delta
Zone
Acquisition
Costs
Costs Per Acre
Preserve/Habitat Type
Cost
A
B
C
A+B+C=D
Dx5%=E
D + E
Easement cost by zone'
d
$12,488
$7,000
$1,000
Agricultural Lands
Percent in zone Z
e
98%
2%
0%
Weighted costs 3
d x e
$12,262
$126
$0
$12,388
$619
$13,007
Natural Lands
Non -vernal pool natural lands
Percent in zone Z
f
77%
4%
18%
Weighted costs 3
d x f
$9,648
$311
$183
$10,142
$507
$10,649
Vernal pool grassland S4
n/a
n/a
n/a
$17,840
$892
$18,732
Vernal pool wetted 4
n/a
n/a
n/a
$17,840
$892
$18,732
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 categoriz(
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 2021 Five Year Update.xlsx - A2 PerAcreAcquisitionCost - 7/20/20
FINANCIAL ANALYSIS UPDATE PRELIMINARY DISCUSSION DRAFT - 7/20/20
TABLE A.3
2020 Five -Year Economic Analysis and Fee Update
SJMSCP Fee Update - 2020 (for 2021 SJMSCP Development Fee Cycle)
Total Acquisition Costs by Habitat Type, Remainder of Permit Term (2020 dollars
Vernal pool grasslandsI $18,732 15,720.66
Vernal pool wetted $18,732 2,115.00
Sources: SJCOG, Inc., SJMSCP 2019 Annual Report, and Housrath Economics Group.
$294,479,309
$39.618.180
SJMSCP Cost and Fee Analysis 2021 Five Year Update.xlsx - A3 AcquisitionCostHabitatType - 7/20/20
Land
Preserve Acres
Total Costs of
Acquisition
Remaining to be
Acquisition
Preserves by Habitat Type
Cost Per Acre
Acquired
Agricultural lands
$13,007
40,459.85
$526,261,282
Natural lands
Non -vernal pool natural lands
$10,649
24,335.82
$259,152,147
Total for Non -vernal pool Natural /Ag Lands
$12,121
64,795.67
$785,413,429
Vernal pool grasslandsI $18,732 15,720.66
Vernal pool wetted $18,732 2,115.00
Sources: SJCOG, Inc., SJMSCP 2019 Annual Report, and Housrath Economics Group.
$294,479,309
$39.618.180
SJMSCP Cost and Fee Analysis 2021 Five Year Update.xlsx - A3 AcquisitionCostHabitatType - 7/20/20
FINANCIAL ANALYSIS UPDATE PRELIMINARY DISCUSSION DRAFT - 7/20/20
TABLE A.4
2020 Five -Year Economic Analysis and Fee Update
SJMSCP Fee Update - 2020 (for 2021 SJMSCP Development Fee Cycle)
Category A Acquisition
Fee Calculations (2020 dollars)
Habitat
Costs associated with non -vernal pool natural/agricultural lands conversion
Natural (non vernal pool)/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 (non vernal pool)/Agricultural Lands Fee
Acquisition Component of Multi -Purpose Open Space Fee 1
Costs associated with vernal pool grasslands
Vernal pool grassland conversion (acres), remaining
Acquisition Component of Vernal Pool Grasslands Fee
Costs associated with vernal pool wetted
Vernal pool wetted conversion (acres), remaining
Acauisition Comaonent of Vernal Pool Wetted Fee
Preserve Land Acquisition 2020 Fees
$785,413,429
49,654.31
34,494.82
1
0.5
$11,740 $8,144
$5,870 $4,072
$294,479,309
5,163.08
$57,036 $34,978
$39,618,180
706.75
$56,057 $34,339
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 natur
land) and lower value multi-purpose open space. In other words, the SJMSCP does not enhance multi-purpose open space la
but allocates some of the costs of enhancements on agricultural and natural lands preserves to the conversion of multi-purp
open space lands to assist with the financing of those enhancements.
Sources: SJCOG, Inc., SJMSCP 2019 Annual Report, and Hausrath Economics Group.
SJMSCP Cost and Fee Analysis 2021 Five Year Update.xlsx - A4 AcquisitionFEE - 7/20/20
Percent Change
2020-2021
44
44
63%
63
FINANCIAL ANALYSIS UPDATE PRELIMINARY DISCUSSION DRAFT - 7/11/10
TABLE B.1
2020 Five -Year Economic Analysis and Fee Update
SJMSCP Fee Update - 2020 (for 2021 SJMSCP Development Fee Cycle)
Category B Assessment, Planning, Restoration and Enhancement
SJMSCP Preserve land by habitat tvpe, enhancement analvsis, and enhancement cost per preserve acre ( -0 do
Total Preserve Acres Perimeter
(including Percent of Acres Benefiting Hedgerow or Other
neighboring lands Preserve Acres from Linear Habitat Enhancement Total Enhancement Enhancement Cost 2015 Update
Habitat Type preserves) Enhanced' Enhancements Feature ( acresf Cost per Acre Cost per Preserve Acre Values %
Agricultural Habitat Land S4
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
See notes on following page
57,935
10%
5,794
378
33%
126
14,559
33%
4,853
858
33%
286
2,725
33%
908
10
100%
10
18,530
$73,315,900
6,183
6,445
33%
2,148
24,975
$13,300
-6%
2,121
33%
707
15,811
33%
5,270
42,907 14,309
776 $71,000
$55,096,000
$310,000
$39,060,000
$19,600
$95,118,800
$29,000
$8,294,000
$85,000
$77,208,333
$59,000
$590,000
$35,623
$220,271,133
$35,623
$76,530,860
$67,140
$296,801,993
$103,700
$73,315,900
$12,500
$65,879,167
$435,997,060
$951
$727
31%
$116,600
166%
$19,900
-2%
$31,300
-7%
$92,054
-8%
$67,140
-12%
$11,884
$11,033
8%
$34,567
$57,000
82%
$4,167
$13,300
-6%
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 a
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
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 typ
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. l
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 linear features, this is only the relatively small area of activity, not t
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 fc
oversight and contract adminstration and three years of maintenance and monitoring. For vernal pool wetted restoration, the cost includes 5 monitoring years during a 1pcIstarestoration monitoring period.
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
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 a
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, SJCOG, Inc., ICF, and Hausrath Economics Group
SJMSCP Cost and Fee Analysis 2021 Five Year Update.xlsx - B1 PreserveEnhancementCost - 7/21/20
FINANCIAL ANALYSIS UPDATE PRELIMINARY DISCUSSION DRAFT - 7/11/10
TABLE B.1 - ENHANCEMENT COST ESTIMATE FOR EXISTING PRESERVES
2020 Five -Year Economic Analysis and Fee Update
SJMSCP Fee Update - 2020 (for 2021 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 ( dollars)
Habitat Type
Existing Preserve
Acres
Percent of
Preserve Acres
Enhanced'
Perimeter
Acres Benefiting Hedgerow or Other
from Linear Habitat
Enhancements Feature ( acres)z
Enhancement Total Enhancement
Cost per Acre Cost
Enhancement Cost
per Preserve Acre
1
2
3
4
5
6
7
Agricultural Habitat Land S4
17,475.149
10%
1,748
234
$71,000
$16,618,811
$951
Natural Lands
Ditches
-
33%
-
$310,000
$0
Grasslands
564.530
33%
188
$19,600
$3,688,263
Oak woodlands
-
33%
-
$29,000
$0
Riparian
44.050
33%
15
$85,000
$1,248,083
Submerged aquatic in the Delta
-
100%
-
$59,000
$0
Subtotal
608.580
203
$24,334
$4,936,346
Other natural landss
30.600
33%
10
$24,334
$248,204
Subtotal Non VP Natural
639.180
$5,184,550
$8,111
Vernal pool wetted
6.000
33%
2
$103,700
$207,400
$34,567
Vernal pool grasslands
90.345
33%
30
$12,500
$376,438
$4,167
Subtotal All Natural Lands
735.525
245
$5,768,388
Total
18,210.674
1,993
$22,387,199
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 ares
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
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
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 conv
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 enhanceme
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 linear features, this is only the relatively small area of activity, not the
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 projec
oversight and contract adminstration and three years of maintenance and monitoring. For vernal pool wetted restoration, the cost includes 5 monitoring years during a 1p"mestoration monitoring period.
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 thi
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, SJCOG, Inc., ICF, and Hausrath Economics Group
SJMSCP Cost and Fee Analysis 2021 Five Year Update.xlsx - B1 PreserveEnhancementCost (2) - 7/21/20
FINANCIAL ANALYSIS UPDATE PRELIMINARY DISCUSSION DRAFT - 7/21/20
TABLE B.2
2020 Five -Year Economic Analysis and Fee Update
SIMSCP Fee Update - 2020 (for 2021 SIMSCP Development Fee Cycle)
Category B Assessment, Planning, Restoration and Enhancement Cost Factors(2020 dollars)
Remainder of Permit Term
Remaining years in permit term 31 used in formulae below to calculate costs for the remainder of the 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
Average cost per enhancement plan
Average acres per project
Average cost per preserve acre
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
8 assumes 6 hours per visit
$6,960
$215,760
12 assumes 40 hours per plan
$69,600
$2,157,600
$4,060 assumes 28 hours per plan for each enhancement project
240
$17
$951 from Table 61
$11,884 from Table B1
$34,567 from Table B1
Vernal Pool Upland Grassland Enhancement
Enhancement cost per preserve acre F $4,167 from Table B1
Sources: SICOG, Inc., ICF, and Housroth Economics Group
SJMSCP Cost and Fee Analysis 2021 Five Year Update.xlsx - E2 AssessmentEnhancementCost - 7/21/20
FINANCIAL ANALYSIS UPDATE PRELIMINARY DISCUSSION DRAFT - 7/21/20
TABLE B.3
2020 Five -Year Economic Analysis and Fee Update
SJMSCP Fee Update - 2020 (for 2021 SJMSCP Development Fee Cycle)
Category B Assessment, Planning, Restoration and Enhancement (2020 dollars)
Cost Allocation by Habitat Type
Remainder of Permit Term
1. Includes 600 acres of neighboring lands preserves.
Sources: SJCOG, Inc., SJMSCP 2019 Annual Report, ICF, and Hausrath Economics Group.
2020 model totals
Percent change with 2021 update
$271,349 $1,808,865 $904,432 $334,878,209 $45,093,357
-20% 19% 55% 17% 62%
SJMSCP Cost and Fee Analysis 2021 Five Year Update.xlsx - 133 AssessEnhancementCostAlloc - 7/21/20
Costs -
Remainder of Permit Term
Total cost allocated by
preserve type percent
Cost per acre multiplied
Cost per acre multiplied by preserve
of total preserve land remaining to be
by preserve acres
acres by type remaining
to be
acquired
remaining to be
acquired
Preserve Enhancement
Acres Remaining Percent of
Biological Site Preserve Management
Preserve
Vernal Pool
Preserves by Habitat Type
to be Acquired 1
Total
Assessment
Plans
Plans
Enhancements
Restoration
Agricultural lands
40,459.85
49%
$105,645
$1,056,454
$687,817
$38,477,189
na
Non -vernal pool natural lands
24,335.82
29%
$63,544
$635,437
$413,709
$289,206,001
na
Vernal pool grasslands
15,720.66
19%
$41,048
$410,485
$267,251
$65,502,729
na
Vernal pool wetted
2,115.00
3%
$5,523
$55,225
$35,955
na
$73,108,500
82,631.33
100%
$215,760
$2,157,600
$1,404,732
$393,185,919
$73,108,500
1. Includes 600 acres of neighboring lands preserves.
Sources: SJCOG, Inc., SJMSCP 2019 Annual Report, ICF, and Hausrath Economics Group.
2020 model totals
Percent change with 2021 update
$271,349 $1,808,865 $904,432 $334,878,209 $45,093,357
-20% 19% 55% 17% 62%
SJMSCP Cost and Fee Analysis 2021 Five Year Update.xlsx - 133 AssessEnhancementCostAlloc - 7/21/20
FINANCIAL ANALYSIS UPDATE PRELIMINARY DISCUSSION DRAFT - 7/21/20
TABLE B.4
2020 Five -Year Economic Analysis and Fee Update
SJMSCP Fee Update - 2020 (for 2021 SJMSCP Development Fee Cycle)
Category B Assessment, Planning, Restoration and Enhancement
Fee Calculations (2020 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 non -vernal pool natural/agricultural lands conversion
$169,189
$1,691,891
$1,101,526
$327,683,190
$330,645,796
Natural (non vernal pool)/Agricultural land conversion (acres), remaining
49,654.31
49,654.31
49,654.31
49,654.31
49,654.31
Multi-purpose open space conversion (acres), remaining)
34,494.82
34,494.82
34,494.82
34,494.82
34,494.82
Multiplier for natural/agricultural land conversion
1
1
1
1
1
Multiplier for multi-purpose open space conversion 1
0.5
0.5
0.5
0.5
0.5
Assessment & Enhancement Component of Natural (non -vernal
pool)/Agricultural Lands Fee
$3
$25
$16
$4,898
$4,942
Assessment & Enhancement Component of Multi -Purpose Open Space Fee
$2
$13
$8
$2,449
$2,471
Costs associated with vernal pool grasslands
$41,048
$410,485
$267,251
$65,502,729
$66,221,513
Vernal pool grassland conversion (acres), remaining
5,163.08
5,163.08
5,163.08
5,163.08
5,163.1
Assessment & Enhancement Component of Vernal Pool Grasslands Fee
$8
$80
$52
$12,687
$12,826
Costs associated with vernal pool wetted
$5,523
$55,225
$35,955
$73,108,500
$73,205,203
Vernal pool wetted conversion (acres), remaining
706.75
706.75
706.75
706.75
706.8
Assessment & Enhancement Component of Vernal Pool Wetted Fee
$8
$78
$51
$103,443
$103,580
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
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 n.
lands preserves to the conversion of multi-purpose open space lands to assist with the financing of those enhancements.
Sources: SJCOG, Inc., SJMSCP 2019 Annual Report ICF, and Hausrath Economics Group.
SJMSCP Cost and Fee Analysis 2021 Five Year Update.xlsx - 134 AssessmentEnhancementFEE - 7/21/20
Percent
Change
2020-
2020 Fees
020-
2020Fees 2021
$3,831 29%
$1,916 29%
$15,274 -16%
$63,915 62%
FINANCIAL ANALYSIS UPDATE PRELIMINARY DISCUSSION DRAFT - 8/4/20
TABLE C.1
2020 Five -Year Economic Analysis and Fee Update
SJMSCP Fee Update - 2020 (for 2021 SJMSCP Development Fee Cycle)
Category C (part)
Compliance and Effectiveness Monitoring Cost Assumptions (2020 dollars)
Remainder of Permit Term (for all preserve
Remainingyearsin permit term
Compliance Monitoring
Annual cost per acre, including reporting
Total Compliance Monitoring Cost - Remainder of Permit Term
Effectiveness Monitoring, including reporting
Habitat Mapping
Annual cost per acre
Total habitat mapping cost - remainder of permit term
Swainson's Hawk Monitoring
Annual cost per acre
Total Swai nson's hawk monitoring cost - remainder of permit term
Vernal Pool Monitoring
Annual cost per acre
Total vernal pool monitoring cost - remainder of permit term
Burrowing Owl Monitoring
Cost per survey year, all preserves
Total burrowing owl monitoring cost- remainder of permit term
Fall Crane Monitoring
Cost per survey year, all preserves
Total fall crane monitoring cost - remainder of permit term
Riparian Brush Rabbit Monitoring
Cost per survey year, all preserves
Total fall crane monitoring cost - remainder of permit term
Southwest Grasslands Monitoring
Covered plant survey cost per acre per year
San Joaquin kit fox survey cost per acre per year
Total Southwest grasslands monitoring cost - remainder of permit term
$4.00
$7,546,528 all acres
$4.00
annualized per acre assuming every 5 years
$6,393,100
all acres, except Vernal Pool Zone
$6.00
assume annual surveys
$9,755,235
in all but Southwest Zone
$5.00
annualized per acre assuming every 5 years
$7,808,411
in Vernal Pool Zone and Central ZoneVernal Pool Preserves
$24,500
$253,167
assume every 3 years
$13,200
$81,840
assume every 5 years
$14,800
$45,880
assume every 10 years
$1.00
$1.00
$521,519 Southwest Zone only
Effectiveness Monitoring Cost - Remainder of Permit Term $24,859,151
Sources: SJCOG, Inc. and SJMSCP 2019 Annual Report, ICF, and Hausrath Economics Group.
SJMSCP Cost and Fee Analysis 2021 Five Year Update.xlsx - C1 MonitoringCost All Acres - 8/4/20
FINANCIAL ANALYSIS UPDATE PRELIMINARY DISCUSSION DRAFT - 8/4/20
TABLE C.1
2020 Five -Year Economic Analysis and Fee Update
SJMSCP Fee Update - 2020 (for 2021 SJMSCP Development Fee Cycle)
Category C (part)
Compliance and Effectiveness Monitoring Cost Assumptions ( dollars)
ASSUMPTIONS FOR POST PERMIT COSTS
Acres Monitored, Year 50
All acres 100,842
All but Vernal Pool Zone 82,910
All but Southwest Zone 91,221
Vernal Pool Zone 17,932
Central Zone Vernal Pool Preserves 1,325
Southwest Zone&W19,621
Annual Average Compliance & Effectiveness Monitoring Cost at end of Permit $1,410,100
Percent of annual cost assumed to continue in perpetuity 25�
Effectiveness Monitoring Cost in perpetuity, annual cost $352,525
SJMSCP Cost and Fee Analysis 2021 Five Year Update.xlsx - C1 MonitoringCost All Acres - 8/4/20
FINANCIAL ANALYSIS UPDATE PRELIMINARY DISCUSSION DRAFT - 8/4/20
TABLE C.2
2020 Five -Year Economic Analysis and Fee Update
SJMSCP Fee Update - 2020 (for 2021 SJMSCP Development Fee Cycle)
Category C (part)
Project Management & Administration Cost Assumptions (2020 dollars)
Remainder of Permit Term
Remaining years in permitterm 31
Project Management & Administration cost
Total annual project management & administrative staff cost $898,000 2.25 FTE +CFO time: salaries, benefits, OH, updated 8/3/2020
Legal and other direct costs $71,840 8% %ofcumulativetotal to 12/31/2019, per expense analysis
Total annual project management & administration cost $969,840
Total Project Management & Administration cost remainder of permit term $30,065,040
Allocation to Project Management & Administration, based on allocation of actual costs to 12/31/2019
Project management cost allocation $24,052,032 80%1 $6,643,586 Cumulativetotal actual through 12/31/2019
Administration cost allocation $6,013,008 20%1 $1,478,404 Cumulative total actual through 12/31/2019
Habitat Plan Environmental Consulting
Annual cost for consulting services $291,0007 estimate based on last four years expenditures
Total Habitat Plan Environmental Consulting remainder of permit term $9,021,000
Land Manager Coordination/Oversight
Annual cost
Total Land Manager Coordination/Oversight cost remainder of permit term
Financial Plan 5 -Year Review and Update
Number of five-year updates for remainder of the permit term
Consultant contract, every 5 years
Legal review, every 5 years
Total Financial Plan 5 -Year Review and Update cost remainder of permit term
Sources: SJCOG, Inc. and SJMSCP 2019 Annual Report, ICF, and Hausrath Economics Group.
$6,600 average cost for HTAC meetings and support
$204,600
6
$85,000 cost per contract
$16,000
$606,000
ASSUMPTIONS FOR POST PERMIT COSTS
Annual Average Management & Administration cost at end of permit $969,840
Percent of annual cost assumed to continue in perpetuity 50%
Annual Management & Administration cost in perpetuity (all preserves) $485,000 (roughly 1 FTE)
SJMSCP Cost and Fee Analysis 2021 Five Year Update.xlsx - C2 PMAdminCost - 8/4/20
FINANCIAL ANALYSIS UPDATE PRELIMINARY DISCUSSION DRAFT - 8/4/20
TABLE C.3
2020 Five -Year Economic Analysis and Fee Update
SJMSCP Fee Update - 2020 (for 2021 SJMSCP Development Fee Cycle)
Category C Permit Term Costs( dollars)
Adjustments for Remaining Fund Balance
Total Cost -
Remainder ofPermit
Cost Category
Term
Compliance Monitoring
$7,546,528
Effectiveness Monitoring, including reporting
24,859,151
Project Management
24,052,032
Administration
6,013,008
Habitat Plan Environmental Consulting
9,021,000
Land Manager Coordination/Oversight
204,600
Financial Plan 5 -Year Review and Update
606,000
$72,302,320
Category C Fund Balance as of 12/31/2019 for costs on existing preserves ($25,186,646)
Net cost for remainder of the permit term $47,115,673
SJMSCP Cost and Fee Analysis 2021 Five Year Update.xlsx - C3 Permit Term Cost Adjustments - 8/4/20
Table C.4 Inflation 3.00%
2020 Five -Year Economic Analysis and Fee Update Investment Management Fees 1.00%
SJMSCP Fee Update - 2020 (for 2021 SJMSCP Development Fee Cycle) Real Return On Investments 3.25%
SJMSCP Endowment Fund Cash Flow (2020 Dollars) - DIVERSIFIED PORTFOLIO Total Nominal Return On Investments 7.25%
Calendar Year 2021 2022 2023 2024 2025 2026 2027 2028
21 22 23 24 25 26 27 28
Category C Fee Revenue
$276,084
$276,084
$276,084
$276,084
$276,084
$276,084
$276,084
$276,084
Investment Earnings'
$152,244
$166,165
$180,538
$195,378
$210,701
$226,522
$242,856
$259,722
Total Revenue
$428,329
$442,249
$456,622
$471,463
$486,785
$502,606
$518,940
$535,806
Beginning Fund Balance
$4,546,403
NA
NA
NA
NA
NA
NA
NA
Closing Fund Balance
$4,974,732
$5,416,981
$5,873,603
$6,345,066
$6,831,851
$7,334,457
$7,853,397
$8,389,203
Calendar Year
2029
2030
2031
2032
2033
2034
2035
2036
Category C Fee Revenue
29
30
31
32
33
34
35
36
Category C Fee Revenue
$276,084
$276,084
$276,084
$276,084
$276,084
$276,084
$276,084
$276,084
Investment Earnings'
$277,135
$295,115
$313,679
$332,846
$352,637
$373,070
$394,168
$415,951
Total Revenue
$553,220
$571,199
$589,763
$608,931
$628,721
$649,154
$670,252
$692,035
Closing Fund Balance
$8,942,423
$9,513,622
$10,103,385
$10,712,316
$11,341,037
$11,990,191
$12,660,443
$13,352,478
Calendar Year
2037
2038
2039
2040
2041
2042
2043
2044
37 38 39 40 41 42 43 44
Category C Fee Revenue
$276,084
$276,084
$276,084
$276,084
$276,084
$276,084
$276,084
$276,084
Investment Earnings'
$438,442
$461,664
$485,641
$510,397
$535,957
$562,349
$589,598
$617,733
Total Revenue
$714,526
$737,748
$761,725
$786,481
$812,042
$838,433
$865,682
$893,817
Closing Fund Balance
$14,067,004
$14,804,752
$15,566,477
$16,352,958
$17,164,999
$18,003,432
$18,869,114
$19,762,931
Calendar Year
2045
2046
2047
2048
2049
2050
Total
Ongoing
45
46
47
48
49
50
Year 21-50
51+
Category C Fee Revenue
$276,084
$276,084
$276,084
$276,084
$276,084
$276,084
$8,282,525
$0
Investment Earnings'
$646,782
$676,775
$707,743
$739,717
$772,731
$806,817
$12,941,072
$837,525
$21,223,597
Total Revenue $922,866 $952,859 $983,827 $1,015,801 $1,048,815 $1,082,901
$837,525
Net Post -Permit Costs
NA
NA
NA
NA
NA
NA
NA
$837,525
Net Cash Flow
$922,866
$952,859
$983,827
$1,015,801
$1,048,815
$1,082,901
$21,223,597
$0
Closing Fund Balance
$20,685,797
$21,638,656
$22,622,483
$23,638,284
$24,687,099
$25,770,000
$25,770,000
$25,770,000
1. Investment Earnings = (Prior Year Closing Fund Balance + (Annual Fee Revenue / 2) x (Real Return On Investments).
SJMSCP Cost and Fee Analysis 2021 Five Year Update.xlsx - C4 Endowment - Diversified - 8/4/20
FINANCIAL ANALYSIS UPDATE PRELIMINARY DISCUSSION DRAFT - 8/4/20
TABLE C.5
2020 Five -Year Economic Analysis and Fee Update
SJMSCP Fee Update - 2020 (for 2021 SJMSCP Development Fee Cycle)
Category C Monitoring and Program Management/Administration, including endowment for post -permit costs( dollars)
Cost Allocation by Habitat Type
Total Preserve Remainder of
Preserves by Habitat Type Acres' Percent of Total Permit Term Post permit Total
Non -vernal Pool Natural/Ag lands 82,910
82%
$38,737,435
$6,809,704
$45,547,139
Vernal pool grasslands 15,811
16%
7,387,258
1,298,616
$8,685,874
Vernal pool wetted 2,121
2%
990,979
174,206
$1,165,185
100,842
100%
$47,115,673
$8,282,525
$55,398,198
Note: Net of existing fund balance allocated to Category C permit -term and post -permit costs.
1. includes 600 acres of neighboring lands preserves.
Sources: SJCCG, Inc. and SJMSCP 2019 Annual Report, ICF, Urban Economics, and Hausrath Economics Group
SJMSCP Cost and Fee Analysis 2021 Five Year Update.xlsx - C5 MonitorAdminCostAlloc - 8/4/20
FINANCIAL ANALYSIS UPDATE PRELIMINARY DISCUSSION DRAFT - 8/4/20
TABLE C.6
2020 Five -Year Economic Analysis and Fee Update
SJMSCP Fee Update - 2020 (for 2021 SJMSCP Development Fee Cycle)
Category Monitoring and Program Management/Administration, includingendowment for post -permit costs
Fee Calculations (2020 dollars)
Percent Post
Change Permit
Remainder of 2020- Share of
Habitat Type Permit Term Post permit Total 2020 Fees 2021 Total
Costs associated with non -vernal pool natural/agricultural lands conversic
Non -vernal pool Natural/Agricultural land conversion (acres), remaining
Multi-purpose open spaceconversion (acres), remaining'
Multiplierfor natural/agricultural land conversion
Multiplierfor multi-purpose open space conversion'
Monitoring & Administration Component of Natural (non -vernal
pool)/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
$38,737,435
49,654.31
34,494.82
1
0.5
$6,809,704 $45,547,139
49,654.31 49,654.31
34,494.82 34,494.82
1 1
0.5 0.5
$579 $102
$290 $51
$7,387,258
5,163.08
$1,431
$1,298,616
5,163.08
$252
$681
$341
$8,685,874
5,163.08
$1,682
Costs associated with vernal pool wetted
$990,979
$174,206
$1,165,185
Vernal pool wetted conversion (acres), remaining
706.75
706.75
706.75
Monitoring & Administration Component of Vernal Pool Wetted Fee
$1,402
$246
$1,649
Note: Net of existing fund balance allocated to Category C permit -term and post -permit 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 lowervalue multi-purpose open space, thereby assisting with the
financing of management and monitoring on agricultural and natural lands preserves.
Sources: SJCOG, Inc., SJMSCP 2019 Annual Report, ICF, Urban Economics, and Hausrath Economics Group.
SJMSCP Cost and Fee Analysis 2021 Five Year Update.xlsx - C6 MonitorAdmin FEE - 8/4/20
$847.22 -20%
$424.16 -20%
$2,580.93 -35%
$2,533.80 -35%
15%
15%
15%
15%
FINANCIAL ANALYSIS UPDATE PRELIMINARY DISCUSSION DRAFT - 8/4/20
Category A Category B Category C
SJMSCP Cost and Fee Analysis 2021 Five Year Update.xlsx - Fee Summary Comparison - 8/4/20
Monitoring,
Assessment &
Management &
2021 Fees- Draft Proposed
Acquisition
Enhancement
Administration, &
Total
Total Rounded
Percent Difference
Acquisition
Enhancement
Post -permit
Total
Total Rounded
Enhancement
Endowment
Other Open Space
$5,870.00
$2,471.00
$341.00
$8,682.00
$8,682
Natural/Ag Lands
$11,740.00
$4,942.00
$681.00
$17,363.00
$17,363
Vernal Pool Grasslands
$57,036.00
$12,826.00
$1,682.00
$71,544.00
$71,544
Vernal Pool Wetted
$56,057.00
$103,580.00
$1,649.00
$161,286.00
$161,286
Vernal Pool Grasslands
Category A
Category B
Category C
35.4%
35.4%
Vernal Pool Wetted
63.2%
62.1%
Monitoring,
60.0%
60.0%
Assessment &
Management &
2020 Fees -Adopted
Acquisition
Enhancement
Administration, &
Total
Total Rounded
Post -permit
Endowment
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
$100,788
SJMSCP Cost and Fee Analysis 2021 Five Year Update.xlsx - Fee Summary Comparison - 8/4/20
Monitoring,
Assessment &
Management &
Difference Per Acre ($)
Acquisition
Assessment &
Administration, &
Total
Total Rounded
Percent Difference
Acquisition
Enhancement
Post -permit
Total
Total Rounded
Enhancement
Endowment
Other Open Space
$1,798
$555
($83)
$2,270
$2,270
Natural/Ag Lands
$3,596
$1,111
($166)
$4,541
$4,541
Vernal Pool Grasslands
$22,058
($2,448)
($899)
$18,711
$18,711
Vernal Pool Wetted
$21,718
$39,665
($885)
$60,498
$60,498
SJMSCP Cost and Fee Analysis 2021 Five Year Update.xlsx - Fee Summary Comparison - 8/4/20
Monitoring,
Management &
Assessment &
Percent Difference
Acquisition
Administration, &
Total
Total Rounded
Enhancement
Post -permit
Endowment
Other Open Space
44.2%
29.0%
-19.6%
35.4%
35.4%
Natural/Ag Lands
44.2%
29.0%
-19.6%
35.4%
35.4%
Vernal Pool Grasslands
63.1%
-16.0%
-34.8%
35.4%
35.4%
Vernal Pool Wetted
63.2%
62.1%
-34.9%
60.0%
60.0%
SJMSCP Cost and Fee Analysis 2021 Five Year Update.xlsx - Fee Summary Comparison - 8/4/20
RESOLUTION NO. 2020-277
A RESOLUTION OF THE LODI CITY COUNCIL SETTING
THE SAN JOAQUIN COUNTY MULTI -SPECIES HABITAT CONSERVATION
AND OPEN SPACE PLAN DEVELOPMENT FEE SCHEDULE FOR 2021
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" was prepared in 2006, 2011, 2016, and 2020
which analyzed and identified the costs and funding of the SJMSCP; and
WHEREAS, the SJMSCP Development Fees are divided into three categories: Category
A — Acquisition; Category B — Enhancement; and Category C — Land Management/
Administration as seen in the table below; and
2021 SJMSCP Development Fees
Habitat
Category
A
Category B
Counded
Category % Total FeeTrF
;;
Oen Space_
AG/Natural
$5,870.00
$2,471.00
$341.00 $ 8,682.00
$8,682
$4,942.00
$681.00 $17,363.00
$17,363
Vernal Pool
rag sslands)
_$11,740.00
$57,036.00
$12,826.00
$71,544.00
$1,682.00
$71,544
_(
Vernal Pool
(wetted)
$56,057.00
$103,580.00
$1,649.00 $161,286.00
1 $161,286
WHEREAS, the SJMSCP Development Fees will be increased consistent with the
Updated Fee Study findings for the year 2021; 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, 2016, and again in
2020; 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 1707, and remain valid, and the City Council therefore adopts such
determinations.
2. The City Council finds and declares that since adoption of Ordinance 1707, the cost of
land has increased in San Joaquin County; and that in order to maintain the reasonable
relationship established by Ordinance 1707, it is necessary to increase 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, 2021.
5. That the Lodi City Council hereby approves the proposed Habitat Conservation and
Open Space fee adjustment.
Dated: November 18, 2020
I hereby certify that Resolution No. 2020-277 was passed and adopted by the City
Council of the City of Lodi in a regular meeting held November 18, 2020, by the following vote:
AYES: COUNCIL MEMBERS — Chandler, Nakanishi, and Mayor Kuehne
NOES: COUNCIL MEMBERS — None
ABSENT: COUNCIL MEMBERS — Mounce
ABSTAIN: COUNCIL MEMBERS — None
J NNIFE USMIR
City Clerk
2020-277
CHAIR
GV Z Ar
VICECHAIR
ARdrao L Cheley
PRESIDENT
Nimpher Aymm'
cmsgor
ESCALON,
LATHROP,
LODI,
MANITCA,
RIPON,
sroQcroN.
TRACY,
AND
THECOUN YOr
SANJOAQUIN
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)
2021 Undated Habitat Fees*
Habitat Type j Fee Per Aere
Natural �.!_ ..—S. -I.7,363
Myriculture $17,363
Vernal Pool - u lari& $711,544
V $ j.6'1.,286
* Effective January 1, 2021 — December 31, 2021 l�
2021 Endowment Fees with In -lieu
Land**
Type of PreserveManagement
Enllancenterrt
Cnsr/aerc
Land
cost/sere,
TOTAL 1119R
ACRE
ENDOWMENT
Agricultural Habitat Lauds
$4,942.00
$681.00
$5,623.00
Natural Lands
$4,942.00
$681.00
$5,623.00
Vernal Pool Habitat
Vernal Pool Grasslands
$12,826.00
$1,682.00
$14,508.00
Vernal Pool 6Vetled
$103,580.00
$ tM9.00.1
$105,229.00
** Effective January 1, 2021 — December 31, 2021 in lieu of Fees to be used as the endowment for the
dedicated land preserves (Category B+ Q 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 V in diameter at ground level which
is removed). Pees shall be established by the ,IPA during preconstruction surveys (i.e., counts of steins
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.
Public Hearing to Set 2021
SJC Multi-Species Habitat
Fees
Submitted by
Community Development
Department
In August 2020, the San Joaquin Council of
Governments Board approved Habitat
Conservation Plan fee schedule:
2021 Updated Habitat Fees*
Habitat Type
Fee Per Acre
Multi -Purpose Open Space
$8,682
Natural
$17,363
Agriculture
$17,363
Vernal Pool - uplands
$71,544
Vernal Pool - wetted
$161,286
* Effective January 1, 2021 —December 31, 2021
2021 Endowment Fees with In -lieu Land**
** Effective January 1, 2021 — December 31, 2021 in lieu of fees to be used as the endowment for the
dedicated land preserves (Category B + C) based on impacted acres.
Enhancement
Land TOTAL PER
Type of Preserve
Cast/acre
Management ACRE
Cost/acre ENDOWMENT
Agricultural Habitat Lands
$4,942.00
$681.00 $5,623.00
Natural Lands
$4,942.00
$681.00 $5,623.00
Vernal Pool Habitat
Vernal Pool Grasslands
$12,826.00
$1,682.00 $14,508.00
Vernal Pool Wetted
$103,580.00
$1,649.00 $105,229.00
** Effective January 1, 2021 — December 31, 2021 in lieu of fees to be used as the endowment for the
dedicated land preserves (Category B + C) based on impacted acres.
These fee adjustments are based upon the required
5 year review financial update. The resulting
2021 per acre fees have increased by 35.4%, based
on the rise in land acquisition cost as follows:
• Open space lands increased from $6,412.00 to $8,682.00
• Ag. and Nature lands increased from $12,822.00 to
$17,363.00
• Habitat grasslands increased from $52,833.00 to
$71,544.00
• Habitat wetlands increased from $100,788.00 to
$1619286.00
Recommended Action:
Staff is recommending the adoption of a
resolution setting the San Joaquin County Multi -
Species Habitat Conservation and Open Space
Plan Development Fees for 2021
End of Presentation
or
Please immediately confirm receipt
of'this fax by calling 333-6702
CITY OF LODI
P. O. BOX 3006
LODI, CALIFORNIA 95241-1910
ADVERTISING INSTRUCTIONS
SUBJECT: NOTICE OF PUBLIC HEARING TO CONSIDER ADOPTING RESOLUTION
SETTING THE SAN JOAQUIN COUNTY MULTI -SPECIES HABITAT
CONSERVATION AND OPEN SPACE PLAN DEVELOPMENT FEES FOR
2021
PUBLISH DATE: SATURDAY, NOVEMBER 7, 2020
TEAR SHEETS WANTED: One (1) please
SEND AFFIDAVIT AND BILL TO: JENNIFER CUSMIR, CITY CLERK
LNS ACCT. X5100152 City of Lodi
P.O. Box 3006
Lodi, CA 95241-1910
DATED: THURSDAY, NOVEMBER 5, 2020
ORDERED BY: JENNIFER CUSMIR
CITY CLERK
7I!
PAMELA M. FAPRIS
ASSISTANT CITY CLERK
KAYLEE CLAYTON
ADMINISTRATIVE CLERK
Verify Appearance of this Legal in the Newspaper — Copy to File
Emailed to the Sentinel at legals@lodinews.com at (pages)
forms\advins.doc
R OF L
R Arg
DECLARATION OF POSTING
NOTICE OF PUBLIC HEARING TO CONSIDER ADOPTING
RESOLUTION SETTING THE SAN JOAQUIN COUNTY
MULTI -SPECIES HABITAT CONSERVATION AND OPEN SPACE
PLAN DEVELOPMENT FEES FOR 2021
On Thursday October 5, 2020, in the City of Lodi, San Joaquin County, California, a
Notice of Public Hearing to consider adopting resolution setting the San Joaquin County
Multi -Species Habitat and Open Space Plan Development Fees for 2021 (attached and
marked as Exhibit A) was posted at the following locations:
Lodi City Clerk's Office
Lodi City Hall Lobby
Lodi Carnegie Forum
WorkNet Office
I declare under penalty of perjury that the foregoing is true and correct.
Executed on October 5, 2020, at Lodi, California.
ORDERED BY:
JENNIFER CUSMIR
CITY CLERK
PAMELA M. FARRRIS KAYLEE CLAYTON
ASSISTANT CITY CLERK ADMINISTRATIVE CLERK
\\cvcfilv0l\administration$\Administration\CLERK\Public Hearings\AFFADAVITS\DECPOSTCD 092420.doc
CITY OF LODI
Carnegie Forum
305 West Pine Street, Lodi
NOTICE OF PUBLIC HEARING
Date: November 13, 2020
Time: 7:00 p.m.
For information regarding this notice please contact:
Jennifer Cusmir
City Clerk
Telephone: (209) 333-6702
NOTICE OF PUBLIC HEARING
NOTICE IS HEREBY GIVEN that on Wednesday, November 18, 2020, 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 2021.
While social distancing measures are imposed due to COVID-19, Council chambers are
closed to the public during meetings of the City Council. Members of the public may
view and listen to the open session of the meeting at www.facebook.comlCit ofLadil or
llttps://:coanTi.us/ /Ji 785468/Z09?pwd=bEF3cy9QK09WSzNMQWIsZFFNSIN6Zz09.
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
filed with the City Clerk, City Hall, 221 West Pine Street, 2n", 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:
iifer Cus
Clerk
Dated: November 4, 2020
Approve as to form:
J .c agdich
City Attorney
AVISO: Para obtener ayuda interpretativa con esta noticia, por favor (lame a la oficina de la
Secretaria Municipal, a las (209) 333-6702.
CLERK\PUBHEARINOTICESINOTCDD_DevFees_teleconf 10/30/20