HomeMy WebLinkAboutAgenda Report - January 5, 2022 G-02 PHAGENDA ITEM Go 2,
CITY OF LODI
COUNCIL COMMUNICATION
TM
AGENDA TITLE: Public Hearing to Consider Adopting a Resolution Setting the San Joaquin County
Multi -Species Habitat Conservation and Open Space Plan Development Fees For
2022
MEETING DATE: January 5, 2022
PREPARED BY: Community Development Department
RECOMMENDED ACTION: Public hearing to consider adopting a resolution setting the San
Joaquin County Multi -Species Habitat Conservation and Open
Space Plan development fees for 2022.
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 2022 per acre fees for all categories of habitat land have an overall increase of 12.7 percent in the
most impacted categories of 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 an
unusually robust rise in the reported Consumer Price Index (CPI) for Categories B and C. Open Space
lands have increased from $8,682 to $9,781. Agriculture and Natural lands (the two largest categories)
have increased from $17,363 to $19,561. Fees for Vernal Pool (grasslands) habitat lands increased from
$71,544 to $80,453 and Vernal Pool (wetted lands) increased from $161,286 to $174,040.
The San Joaquin Council of Governments Board approved the attached HCP fee schedule for 2022
during their September 2021 board meeting. The Board coordinates the review of land costs to ensure
that the current 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, 2022.
FISCAL IMPACT: Not applicable.
FUNDING AVAILABLE: Not applicable.
John . Della Monica, Jr.
Com nity Development Director
Attachments:
1) Fee Schedule for 2022
2) SJCOG Staff Report with Fee Analysis Update Summary
APPROVED: Steve Schwabauer
Stephen Schwabauer, City Manager
SJCDG, Inc.
Leo tuber
CHAIR
Robert Rmknm
VICECHAIR
Dime Nguyen
PRESIDENr
Member Agencies
CPTRSOF
ESCALON,
LATHROP,
LODL
MANTECA,
RIPON,
STOCKTON,
TRACY,
AND
THECOUNI'YOF
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)
2022 Updated Habitat Fees*
Habitat Type
Fee Per Acre
Multi -Purpose Open Space
$91781
Natural
$19,561
Agriculture
$19,561
Vernal Pool - uplands
$80,453
Vernal Pool - wetted
$1741040
* Effective January 1, 2022—December 31, 2022
2022 Endowment Fees with In -lieu Land**
** Effective January 1, 2022 — December 31, 2022 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
$5,256.00
$710.96
$5,966.96
Natural Lands
$5,256.00
$710.96
$5,966.96
Vernal Pool Habitat
Vernal Pool Grasslands
$13,390.00
$1,756.01
$15,146.01
Vernal Pool Wetted
$108,136.00
$1,721.56
$109,857.56
** Effective January 1, 2022 — December 31, 2022 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.
September 2021
SJCOG, Inc.
STAFF REPORT
SUBJECT: 2022 SJMSCP Development Fee Annual
Adjustment
RECOMMENDED ACTION: Motion to Approve the 2022 SJMSCP
Development Fees as Adjusted Pursuant to the
Financial Analysis Model
SUMMARY:
Using the adopted five-year financial analysis model to the San Joaquin County
Multi -Species Habitat Conservation and Open Space Plan (SJMSCP) the
SJCOG Inc. staff, HTAC Financial Subcommittee members (Table 1) and
consultants undertook the annual analysis in summer 2021. The goal of the
annual analysis is to establish the next year's habitat plan fees paid by the
development project. The fees are for impacts under the countywide SJMSCP
permits as defined in the three fee model categories (Category A — Acquisition; 2022 SJMSCP Fees
Category B - Assessment and Enhancement; and Category C - Land
Management and Administration).
Table 1— HTAC Financial Subcommittee Members:
John Beckman, BIA Matt Diaz, Stockton Ian Ralston, CDFW
Dan Gifford, Conservation Megan Aguirre, SJ County
The proposed 2022 SJMSCP development fees were adjusted using the recommended 2020
SJMSCP Five -Year Financial Model Update for the respective categories and are compared to
the 2021 SJMSCP Development fees (Table 2) in the most common habitat categories under
the plan. The change is an overall increase of 12.7% in the most impacted categories of
Agricultural and Natural habitat classifications from the prior year. The increase is due
primarily to a rise in the land acquisition component (Category A) for agricultural land 12.7%
price values of comparable sales and an unusually robust rise in the reported Consumer
Price Index (CPI) for Categories B and C.
Table 2- Compared 2022 & 2021 SJMSCP Development Fees — Most Common Fee Habitat Types
2022 Fee - Proposed
2021 Fee - Adopted
Difference
Percent Change
Agricultural/Natural
$19,561
$17,363
$2,198
12.7%
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
Projects participating under the SJMSCP benefit from a predetermined 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 proponent 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 proponent will negotiate the
easement/fee title costs (Category A component).
4. Any combination of the above options.
And if those options are not sufficient, 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, HTAC and SJCOG, Inc. staff recommend the Board Approve
the 2022 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 1.
BACKGROUND:
2007
Fee Category
Financial
2008
2009
2010
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
Update#
Multi -Purpose
$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
$9,781
Open space
$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
$19,561
Agriculture/Natural
$69,858
$71,125
$78,353
$80,760
$77,720
$81,989
$78,311
$80,972
$85,631
$90,273
$109,737
$116,871
$101,033
$100,788
$161,286
$174,040
(wetted)
(wetted)
(wetted)
(wetted)
(wetted)
(wetted)
(wetted)
(wetted)
(wetted)
(wetted)
(wetted)
(wetted)
(wetted)
(wetted)
(wetted)
(wetted)
Vernal Pools
$34,958
$35,143
$40,565
$42,071
$38,328
$41,534
$37,087
$39,047
$42,784
$46,869
$66,437
$72,523
$54,576
$52,833
$71,544
$80,453
(upland)
(upland)
(upland)
(upland)
(upland)
(upland)
(upland)
(upland)
(upland)
(upland)
(upland)
(upland)
(upland)
(upland)
(upland)
(upland)
Percentage of
-5.3%
-5.3%
14.4%
3.6%
-9.3%
8.4%
-11.6%
4.6%
A4%
Z2%
14.2%
8.9%
-30.9%
-4.3%
35.4%
Change Yearly
Projects participating under the SJMSCP benefit from a predetermined 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 proponent 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 proponent will negotiate the
easement/fee title costs (Category A component).
4. Any combination of the above options.
And if those options are not sufficient, 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, HTAC and SJCOG, Inc. staff recommend the Board Approve
the 2022 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 1.
BACKGROUND:
Annually, the SJMSCP development fees are reviewed and calculated using a formula method
adopted under the habitat. 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 1 of the subsequent year for projects using the SJMSCP.
Cat A Cat B Cat C Fee
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 two-year period meeting the established criteria used for
comparable land sales (Attachment 1). 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.
The model update results in a 15.8% increase in the Agricultural/Natural Habitat types of Category
A (Acquisition) component to be $13,594. The reason for the increase is the rise in comparable
fee title land sale values.
Category B (Assessment and Enhancement) — Refined Cost Factors with Consumer Price
Index and 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 2020 — June 2021) 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 4.4%). 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). These parts all feed into the fee model.
The model update results in a 6.4% increase in the Agricultural/Natural Habitat types of Category
B (Assessment and Enhancement) component to be $5,256.
Category C (Management, Monitoring and Administration) — Refined Cost Factors/Long
Term Investment with 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 2020 — June 2021) to keep
up with inflation on an annual basis.
The model update results in a 4.4% increase in the Agricultural/Natural Habitat types of Category
C (Management, Monitoring and Administration) component from prior years to be $710.96.
In summary, the SJMSCP fees is calculated using the SJMSCP Financial Analysis formula model
shown in the final proposed fee table 4 below and Attachment 2 (SJMSCP Cost and 2022 Fee
Analysis). The overall result in the fee analysis is a 12.7% increase in the most impacted
Agricultural and Natural Habitat Classifications fees for 2022.
Table 4 - 2022 SJMSCP Development Fees - Proposed
Habitat Type
Category A
Category B
Category C
Total Fee
Rounded Fee
Other Open Space
$6,797.00
$2,628.00
$356.00
$9,781.00
$9,781
Natural/Ag Lands
$13,594.00
$5,256.00
$710.96
$19,560.96
$19,561
Vernal Pool Grasslands
$65,307.00
$13,390.00
$1,756.01
$80,453.01
$80,453
Vernal Pool Wetted
$64,182.00
$108,136.00
$1,721.56
$174,039.56
$174,040
COMMITTEE ACTIONS:
• HTAC FINANICAL SUBCOMMITTEE: Recommended Approval to HTAC
• HTAC: Recommended Approval to SJCOG Inc. Board
• Management and Finance: Information
• Executive Committee: Information
• SJCOG Inc. Board: Action Required
Prepared by: Steven Mayo, Program Manager
Attachment 1— 2022 Fee Study Property List - Props 24 Month
DRAB MATERIAL ONLY Attachment t mscP comparable land Sales
TAU. Central Zone Properties
Analysis Date - lune/August 2021
Address APN Zone Sale Date Price Acres PricelAcre Hab Type Appreciated Price Appreciated Price�Acre
Tdleb. Delto Properties
Address APN Zone Sale Date Price Acres PricelAcre Hab Type Appreciated Price Appreciated Price)Acre
•• 1
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11 1®�®
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29933 Lommets Rd, Troey, CA
rhosi,,iom aim IN 01111
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1 �
•1
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11 1��®
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Tdleb. Delto Properties
Address APN Zone Sale Date Price Acres PricelAcre Hab Type Appreciated Price Appreciated Price)Acre
IUTAL I oibA8b�000.WI llbl,bsl p15401.111 1 D111UJMI,uul sss,eu.rnl
TdlnC. Southwest Zone Properties TTUSEU
Address APN Zone Sale Date Price Acres PricelAcre Hab Tyne Appreciated Price Appreciated PdcelAcre
TOTAL
•• 1
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11 1®�®
11�
IUTAL I oibA8b�000.WI llbl,bsl p15401.111 1 D111UJMI,uul sss,eu.rnl
TdlnC. Southwest Zone Properties TTUSEU
Address APN Zone Sale Date Price Acres PricelAcre Hab Tyne Appreciated Price Appreciated PdcelAcre
TOTAL
Attachment 2 — SJMSCP Cost and Fee Analysis 2022 Update
FINANCIAL ANALYSIS UPDATE Final Adopted August 27, 2020
Table of Contents
Notes to User
Fee Summary Comparison
Al PerAcreCostFactorsbyZone
A2 PerAcreAcquisitionCost
A3 AcquisitionCostHabitatType
A4 AcquisitionFEE
B1 PreserveEnhancementCost
B2 AssessmentEnhancementCost
B3 AssessEnhancementCostAl location
B4 AssessmentEnhancementFEE
C MonitoringAdminFEE
For 5 -Year Update Only =>
C1 MonitoringCost
C2 PMAdminCost
C3 Permit Term Cost Adjustments
C4 Endowment
C5 MonitoringAdminCostAlloc
C6 MonitoringAdminFEE
Source for update acres =>
1 SJMSCP Acres 6_4_2015
2.1 RemainingPreservetoAcquire
2.2 Preserves_ Habitat_ Zone_ 2019
3 Cumulative Take_Remaining
4 PreserveAcquisitionSchedule
Fund Balance Analysis =>
5 Fund Bala nceAllocation
131 ExistingPreserveEnhanceCost
List of worksheet tabs and contents
Model overview and instructions for annual updates
Table showing calculated fee amounts by habitat type and category; comparison to adopted fees; linked from other sheets; includes
California CPI factor for Category C annual update
Per acre easement cost factors by zone based on input from comparables and appraisal analysis
Weighted acquisition cost factors by habitat type based on distribution of preserves by zone; adds transaction costs
Total acquisition cost by habitat type, for preserves remaining to be acquired
Category A fee by habitat type, based on remaining land conversion
Weighted enhancement cost factors by habitat type based on estimate of acres enhanced and detailed per acre enhancement cost factors
All assessment and enhancement cost factors by habitat type, for preserves remaining to be acquired
Total assessment and enhancement cost by habitat type, remainder of permit term, for preserves remaining to be acquired
Category B fee by habitat type, based on remaining land conversion
Category C fee by habitat type, based on remaining land conversion; links to summary comparison for annual update
Workbook break: the following tabs for Category C are only used in the 5 -year economic analysis update
Monitoring cost factors by habitat type, including post -permit annual cost; costs for remainder of permit term, all preserve acres
Project management and administrative cost factors, including post -permit annual cost; costs for remainder of permit term, all preserve acr
Category C fund balance deducted from Category C costs remainder of permit term to calculate net cost for cost allocation and fee
Endowment cash flow, return assumptions, and total in year 51 to support post -permit annual cost
Total monitoring, management, and administrative cost by habitat type, remainder of permit term and endowment for post permit cost
Category C fee by habitat type, based on remaining land conversion
Workbook break: the following tabs are updated annually and every 5 years for acres inputs
Land conversion and preserve acres by habitat type for the 50 -year permit term (source table)
Preserve Acres, Total and Remaining to be Acquired (from Table 1 and Annual Report updates)
Detail on preserve acquisition by habitat type and zone for use in monitoring cost estimates (not used in annual updates)
Allowed and Remaining Incidental Take Acreage (from Table 1 and Annual Report updates)
Preserve Acquisition Schedule, All Habitat Types, by Index Zone, Remaining Permit Term (from Table 2.1 and 2.2)
Workbook break: the following tabs are updated every 5 years for Category C cost analysis
Allocation of Fund Balance to Category B and Category C (permit term) and post -permit endowment
Estimate of enhancement costs on existing preserves with updated cost factors, to allocate fund balance to Category B
DRAFT SJMSCP Cost and Fee Analysis 2022 Update_For Annual Updates_Mayo July 2021_2020 Annual w CPI - TABLE OF CONTENTS - 8/12/2021
FINANCIAL ANALYSIS UPDATE Final Adopted August 27, 2020
Category A Category B Category C
DRAFT SJMSCP Cost and Fee Analysis 2022 Update_For Annual Updates_Mayo July 2021_2020 Annual w CPI - Fee Summary Comparison - 8/12/2021
Monitoring,
Assessment &
Management &
2022 Fees - Proposed
Acquisition
Enhancement
Administration, &
Total
Total Rounded
Percent Difference
Acquisition
Enhancement
Post -permit
Total
Total Rounded
Enhancement
Endowment
Other Open Space
$6,797.00
$2,628.00
$356.00
$9,781.00
$9,781
Natural/Ag Lands
$13,594.00
$5,256.00
$710.96
$19,560.96
$19,561
Vernal Pool Grasslands
$65,307.00
$13,390.00
$1,756.01
$80,453.01
$80,453
Vernal Pool Wetted
$64,182.00
$108,136.00
$1,721.56
$174,039.56
$174,040
Vernal Pool Wetted
Category A
Category B
Category C
$12,754
$12,754
Vernal Pool Wetted
14.5%1
4.4%1
Monitoring,
7.9%1
7.9%
Assessment &
Management &
2021 Fees - Adopted
Acquisition
Enhancement
Administration, &
Total
Total Rounded
Post -permit
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
$161,286
DRAFT SJMSCP Cost and Fee Analysis 2022 Update_For Annual Updates_Mayo July 2021_2020 Annual w CPI - Fee Summary Comparison - 8/12/2021
Monitoring,
Assessment &
Management &
Difference Per Acre ($)
Acquisition
Assessment &
Administration, &
Total
Total Rounded
Percent Difference
Acquisition
Enhancement
Administration, &
Total
Total Rounded
Enhancement
Post -permit
Endowment
Other Open Space
$927
$157
$15
$1,099
$1,099
Natural/Ag Lands
$1,854
$314
$30
$2,198
$2,198
Vernal Pool Grasslands
$8,271
$564
$74
$8,909
$8,909
Vernal Pool Wetted
$8,125
$4,556
$73
$12,754
$12,754
DRAFT SJMSCP Cost and Fee Analysis 2022 Update_For Annual Updates_Mayo July 2021_2020 Annual w CPI - Fee Summary Comparison - 8/12/2021
Monitoring,
Management &
Assessment &
Percent Difference
Acquisition
Administration, &
Total
Total Rounded
Enhancement
Post -permit
Endowment
Other Open Space
15.8%
6.4%
4.4%
12.7%
12.7%
Natural/Ag Lands
15.8%
6.4%
4.4%
12.7%
12.7%
Vernal Pool Grasslands
14.5%1
4.4%1
4.4%1
12.5%1
12.5%
Vernal Pool Wetted
14.5%1
4.4%1
4.4%1
7.9%1
7.9%
DRAFT SJMSCP Cost and Fee Analysis 2022 Update_For Annual Updates_Mayo July 2021_2020 Annual w CPI - Fee Summary Comparison - 8/12/2021
FINANCIAL ANALYSIS UPDATE Final Adopted August 27, 2020
TABLE A.1
2020 Five -Year Economic Analysis and Fee Update
SJMSCP Fee Update - 2021 (for 2022 SJMSCP Development Fee Cycle)
Category A Per -Acre Acquisition Cost Factors by Zone (2021 dollars)
Primary Zone of Southwest
Central Zone
the Delta Zone s
Fee title value' a $25,532 $15,373 na
Easement percent of fee title value b 56% 56% na
Easement costs a x b $14,298 $8,609 $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.
DRAFT SJMSCP Cost and Fee Analysis 2022 Update_For Annual Updates_Mayo July 2021_2020 Annual w CPI - Al PerAcreCostFactorsbyZone - 8/12/2021
FINANCIAL ANALYSIS UPDATE Final Adopted August 27, 2020
TABLE A.2
2020 Five -Year Economic Analysis and Fee Update
SJMSCP Fee Update - 2021 (for 2022 SJMSCP Development Fee Cycle)
Per Acre Acquisition Cost by Preserve/Habitat Type (2021 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
categorized as agriculture and all natural lands except vernal pool habitat.
4. Assumes fee title acquisition for vernal pool lands. Vernal pool habitat fee title land costs assumed to be about 80% of average Central Zone fee title costs.
5. Transaction costs include biological baseline reporting, appraisal, escrow, and survey costs. Costs are estimated at 5 percent of acquisition cost.
DRAFT SJMSCP Cost and Fee Analysis 2022 Update_For Annual Updates_Mayo July 2021_2020 Annual w CPI - A2 PerAcreAcquisitionCost - 8/12/2021
SJMSCP Zone
Total Land
Total
Primary Zone of
Southwest
Weighted
Transaction
s
Acquisition
Central Zone
the Delta
Zone
Acquisition
q
Costs
Costs Per
Preserve/Habitat Type
Cost
Acre
A
B
C
A + B + C = D
Dx5%=E
D + E
Easement cost by zone 1
d
$14,298
$8,609
$1,000
Agricultural Lands
Percent in zone z
e
98%
2%
0%
Weighted costs 3
d x e
$14,040
$155
$0
$14,195
$710
$14,905
Natural Lands
Non -vernal pool natural lands
Percent in zone z
f
77%
4%
18%
Weighted costs 3
d x f
$11,046
$382
$183
$11,611
$581
$12,192
Vernal pool grasslands 4
n/a
n/a
n/a
$20,426
$1,021
$21,447
Vernal pool wetted 4
n/a
n/a
n/a
$20,426
$1,021
$21,447
1. See Table A.1.
2. Percent of total lands in each category assumed to be in a given zone. Based on 1996 Economic Analysis.
3. Weighted average cost based on generalized proportion of total preserve land in each zone. Assumes easement acquisition for lands
categorized as agriculture and all natural lands except vernal pool habitat.
4. Assumes fee title acquisition for vernal pool lands. Vernal pool habitat fee title land costs assumed to be about 80% of average Central Zone fee title costs.
5. Transaction costs include biological baseline reporting, appraisal, escrow, and survey costs. Costs are estimated at 5 percent of acquisition cost.
DRAFT SJMSCP Cost and Fee Analysis 2022 Update_For Annual Updates_Mayo July 2021_2020 Annual w CPI - A2 PerAcreAcquisitionCost - 8/12/2021
FINANCIAL ANALYSIS UPDATE Final Adopted August 27, 2020
TABLE A.3
2020 Five -Year Economic Analysis and Fee Update
SJMSCP Fee Update - 2021 (for 2022 SJMSCP Development Fee Cycle)
Total Acquisition Costs by Habitat Type, Remainder of Permit Term ( dollars)
Preserves by Habitat Type
Land
Acquisition
Cost Per Acre
Preserve Acres
Remaining to be
Acquired
Total Costs of
Acquisition
Agricultural lands
$14,905
39,864.48
$594,180,089
Natural lands
Non -vernal pool natural lands
$12,192
24,321.84
$296,531,873
Total for Non -vernal pool Natural /Ag Lan
$13,877
64,186.32
$890,711,962
Vernal pool grasslands
$21,447
15,720.66
$337,160,888
Vernal pool wetted
$21,447
2,115.00
$45,360,405
Sources: SJCOG, Inc., SJMSCP 2020 Annual Report, and Hausrath Economics Group.
DRAFT SJMSCP Cost and Fee Analysis 2022 Update_For Annual Updates_Mayo July 2021_2020 Annual w CPI - A3 AcquisitionCostHabitatType - 8/12/2021
FINANCIAL ANALYSIS UPDATE Final Adopted August 27, 2020
TABLE A.4
2020 Five -Year Economic Analysis and Fee Update
SJMSCP Fee Update - 2021 (for 2022 SJMSCP Development Fee Cycle)
Category A Acquisition
Fee Calculations (2021 dollars)
Habitat Type
Costs associated with non -vernal pool natural/agricultural lands conversic
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
Acquisition Component of Multi -Purpose Open Space Fee'
Costs associated with vernal pool grasslands
Vernal pool grassland conversion (acres), remaining
Acquisition Component of Vernal Pool Grasslands Fee
Costs associated with vernal pool wetted
Vernal pool wetted conversion (acres), remaining
Acquisition Component of Vernal Pool Wetted Fee
Preserve Land Acquisition
$890,711,962
48,349.32
34,349.31
1
0.5
$13,594
$6,797
$337,160,888
5,162.74
$65,307
$45,360,405
706.75
$64,182
1. As described in SJMSCP Section 7.4.1.2, the fee calculation allocates the costs associated with agricultural habitat
and non -vernal pool natural lands preserves to conversion of both those high value lands (agricultural land and non -
vernal pool natural land) and lower value multi-purpose open space. In other words, the SJMSCP does not enhance
multi-purpose open space lands but allocates some of the costs of enhancements on agricultural and natural lands
preserves to the conversion of multi-purpose open space lands to assist with the financing of those enhancements.
Sources: SJCOG, Inc., SJMSCP 2019 Annual Report, and Hausrath Economics Group.
DRAFT SJMSCP Cost and Fee Analysis 2022 Update_For Annual Updates_Mayo July 2021_2020 Annual w CPI - A4 AcquisitionFEE - 8/12/2021
FINANCIAL ANALYSIS UPDATE Final Adopted August 27, 2020
TABLE B.1
2020 Five -Year Economic Analysis and Fee Update
SJMSCP Fee Update - 2021 (for 2022 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 (2021 dollars)
Habitat Type
Total Preserve
Acres (including
neighboring lands
preserves)
Percent of
Preserve
Acres
Enhanced'
Acres Benefiting
from
Enhancements
Hedgerow or
Other Linear
Habitat Feature (
acres)z
Enhancement
Cost per Acre
Total
Enhancement Cost
Enhancement
Cost per Preserve
Acre
1
2
3
4
5
6
7
Agricultural Habitat Land S4
57,935
10%
5,794
776
$74,124
$57,520,224
$993
Natural Lands
Ditches
378
33%
126
$323,640
$40,778,640
Grasslands
14,559
33%
4,853
$20,462
$99,304,027
Oak woodlands
858
33%
286
$30,276
$8,658,936
Riparian
2,725
33%
908
$88,740
$80,605,500
Submerged aquatic in the Dell
10
100%
10
$61,596
$615,960
Subtotal
18,530
6,183
$37,191
$229,963,063
Other natural land S5
6,445
33%
2,148
$37,191
$79,898,218
Subtotal Non VP Natural
24,975
$309,861,281
$12,407
Vernal pool wetted
2,121
33%
707
$108,263
$76,541,800
$36,088
Vernal pool grasslands
15,811
33%
5,270
$13,050
$68,777,850
$4,350
Subtotal All Natural Lands
42,907
14,309
$455,180,931
Total
100,842
20,103
$512,701,155
1. Enhancement criteria derived from the SJMSCP, Section 5.4.6.
2. Unlike most other habitat types, agricultural lands are enhanced by treating linear teatures that run along the edge of or through tields--teatures 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
hedeerows 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 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 5 monitoring years during a 10 year post -restoration 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 the amount of agricultural land in production. This can be achieved by implementing the linear features described in footnote 2. Pollinator
hedgerows or similar linear features enhance the entire field that they are associated with, thereby counting toward the 10 percent enhancement criteria while taking
substantially less land out of production.
5. Estimated based on the weighted average cost for all other non -vernal pool natural lands.
Sources: Table A.1, SJCOG, Inc., ICF, and Hausrath Economics Group
DRAFT SJMSCP Cost and Fee Analysis 2022 Update_For Annual Updates_Mayo July 2021_2020 Annual w CPI - B1 PreserveEnhancementCost - 8/12/2021
FINANCIAL ANALYSIS UPDATE Final Adopted August 27, 2020
TABLE B.2
2020 Five -Year Economic Analysis and Fee Update
SJMSCP Fee Update - 2021 (for 2022 SJMSCP Development Fee Cycle)
Category B Assessment, Planning, Restoration and Enhancement Cost Factors (2021 dollars)
Remainder of Permit Term
Remaining years in permit term 30 1 used in formulae below to calculate costs for the remainder of the permi
Biological Site Assessment
Number of site visits per year
Annual cost
Total Site Assessment cost remainder of permit term
Preserve Management Plan Preparation
8 assumes 6 hours per visit
$7,266
$217,980
Number of management plans per year 12 assumes 40 hours per plan
Annual cost $72,662
Total Preserve Management Plan cost remainder of permit t $2,179,860
Preserve Enhancement Plan Preparation
Average cost per enhancement plan $4,239 assumes 28 hours per plan for each enhancement project
Average acres per project 240
Average cost per preserve acre $18
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
$993 from Table 131
$12,407 from Table B1
$36,088 Ifrom Table 131
Vernal Pool Upland Grassland Enhancement
Enhancement cost per preserve acre $4,350 from Table B1
Sources: SJCOG, Inc., SJMSCP 2019 Annual Report, ICF, and Hausrath Economics Group.
DRAFT SJMSCP Cost and Fee Analysis 2022 Update_For Annual Updates_Mayo July 2021_2020 Annual w CPI - B2 AssessmentEnhancementCost - 8/12/2021
FINANCIAL ANALYSIS UPDATE Final Adopted August 27, 2020
TABLE B.3
2020 Five -Year Economic Analysis and Fee Update
SJMSCP Fee Update - 2021 (for 2022 SJMSCP Development Fee Cycle)
Category B Assessment, Planning, Restoration and Enhancement ( dollars)
Cost Allocation by Habitat Type
Remainder of Permit Term
1. Includes 600 acres of neighboring lands preserves.
2. SJCOG, Inc. spending through 12/31/19 on site visits and preserve management plans totals at least $400,000; assume all of these types of costs for existing preserves are included in spe
Sources: SJCOG, Inc., SJMSCP 2019 Annual Report, ICF, and Hausrath Economics Group.
DRAFT SJMSCP Cost and Fee Analysis 2022 Update_For Annual Updates_Mayo July 2021_2020 Annual w CPI - B3 Assess EnhancementCostAlloc - 8/12/2021
Costs - Remainder
of Permit Term
Total cost allocated by preserve type
multiplied by preserve
Cost per acre multiplied by
percent of total preserve acres remaining
acres remaining to be
preserve acres remaining to be
to be acquired
acquired
acquired
Acres Remaining
Percent
Biological Site
Preserve
Preserve Enhancement
Preserve Vernal Pool
Preserves by Habitat Type
to be Acquired1
of Total
Assessment
Management Plans
Plans
Enhancements Restoration
Agricultural lands
39,864.48
49%
$105,943
$1,059,460
$717,561
$39,579,078 na
Non -vernal pool natural lands
24,321.84
30%
64,637
646,390
437,793
$301,757,618 na
Vernal pool grasslands
15,720.66
19%
41,779
417,801
282,972
$68,384,849 na
Vernal pool wetted
2,115.00
3%
5,621
56,209
38,070
na $76,325,274
82,021.98
100%
$217,980
$2,179,860
$1,476,396
$409,721,545 $76,325,274
1. Includes 600 acres of neighboring lands preserves.
2. SJCOG, Inc. spending through 12/31/19 on site visits and preserve management plans totals at least $400,000; assume all of these types of costs for existing preserves are included in spe
Sources: SJCOG, Inc., SJMSCP 2019 Annual Report, ICF, and Hausrath Economics Group.
DRAFT SJMSCP Cost and Fee Analysis 2022 Update_For Annual Updates_Mayo July 2021_2020 Annual w CPI - B3 Assess EnhancementCostAlloc - 8/12/2021
FINANCIAL ANALYSIS UPDATE Final Adopted August 27, 2020
TABLE B.4
2020 Five -Year Economic Analysis and Fee Update
SJMSCP Fee Update - 2021 (for 2022 SJMSCP Development Fee Cycle)
Category B Assessment, Planning, Restoration and Enhancement
Fee Calculations (2021 dollars)
Remainder of Permit Term
Habitat Type
Biological
Site
Assessment
Preserve Preserve
Managemen Enhancement
t Plans Plans
Agricultural and
Non VP Natural
Land
Enhancement
Totalfor
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 convers
$170,580
$1,705,850
$1,155,354
$341,336,696
$344,368,480
Natural (non vernal pool)/Agricultural land conversion (acres), remaininE
48,349.32
48,349.32
48,349.32
48,349.32
48,349.32
Multi-purpose open space conversion (acres), remaining'
34,349.31
34,349.31
34,349.31
34,349.31
34,349.31
Multiplier for natural/agricultural land conversion
1
1
1
1
1
Multiplier for multi-purpose open space conversion'
0.5
0.5
0.5
0.5
0.5
Assessment & Enhancement Component of Natural (non -vernal
pool)/Agricultural Lands Fee
$3
$26
$18
$5,209
$5,256
Assessment & Enhancement Component of Multi -Purpose Open Space
$2
$13
$9
$2,605
$2,628
Costs associated with vernal pool grasslands
$41,779
$417,801
$282,972
$68,384,849
$69,127,401
Vernal pool grassland conversion (acres), remaining
5,162.74
5,162.74
5,162.74
5,162.74
5,162.7
Assessment & Enhancement Component of Vernal Pool Grasslands Fe
$8
$81
$55
$13,246
$13,390
Costs associated with vernal pool wetted
$5,621
$56,209
$38,070
$76,325,274
$76,425,174
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
$80
$54
$107,995
$108,136
1. As described in SJMSCP Section 7.4.1.2, the fee calculation allocates the costs associated with agricultural habitat and non -vernal pool natural lands preserves to conversion of both those high value lands
(agricultural land and non -vernal pool natural land) and lower value multi-purpose open space. In other words, the SJMSCP does not enhance multi-purpose open space lands but allocates some of the costs of
enhancements on agricultural and natural lands preserves to the conversion of multi-purpose open space lands to assist with the financing of those enhancements.
Sources: SJCOG, Inc., SJMSCP 2019 Annual Report, ICF, and Hausrath Economics Group.
DRAFT SJMSCP Cost and Fee Analysis 2022 Update_For Annual Updates_Mayo July 2021_2020 Annual w CPI - 134 AssessmentEnhancementFEE - 8/12/2021
FINANCIAL ANALYSIS UPDATE Final Adopted August 27, 2020
TABLE C.5 for Annual Update
2020 Five -Year Economic Analysis and Fee Update
SJMSCP Fee Update - 2021 (for 2022 SJMSCP Development Fee Cycle)
Category C Monitoring and Program Management/Administration, including endowment for post -permit costs
Fee Calculations (2021 dollars)
Habitat Type
Costs associated with non -vernal pool natural/agricultural lands conversion
Non -vernal pool Natural/Agricultural land conversion (acres), remaining
Multi-purpose open space conversion (acres), remaining'
Multiplier for natural/agricultural land conversion
Multiplier for multi-purpose open space conversion'
Monitoring & Administration Component of Natural (non -vernal
pool)/Agricultural Lands Fee
Monitoring & Administration Component of Multi -Purpose Open Space Fe
Costs associated with vernal pool grasslands
Vernal pool grassland conversion (acres), remaining
Monitoring & Administration Component of Vernal Pool Grasslands Fee
Costs associated with vernal pool wetted
Vernal pool wetted conversion (acres), remaining
Monitoring & Administration Component of Vernal Pool Wetted Fee
Remainder of
Permit Term Post permit Total
$38,737,435
49,654.31
34,494.82
1
0.5
$579
$290
$7,387,258
5,163.08
$1,431
$990,979
706.75
$1,402
Note: Net of existing fund balance allocated to Category C permit -term and post -permit costs.
Post Permit
of Total
Fee
$6,809,704
$45,547,139
49,654.31
49,654.31
34,494.82
34,494.82
1
1
0.5
0.5
$102
$681 15%
$51
$341 15%
$1,298,616
$8,685,874
5,163.08
5,163.08
$252
$1,682 15%
$174,206
$1,165,185
706.75
706.75
$246 $1,649 15%
1. The fee calculation allocates the costs associated with agricultural habitat and non -vernal pool natural lands preserves to conversion of both those
high value lands (agricultural land and non -vernal pool natural land) and lower value multi-purpose open space, thereby assisting with the financing of
management and monitoring on agricultural and natural lands preserves.
Sources: SJCCG, Inc., SJMSCP 2019 Annual Report, ICF, Urban Economics, and Hausrath Economics Group.
DRAFT SJMSCP Cost and Fee Analysis 2022 Update_For Annual Updates_Mayo July 2021_2020 Annual w CPI - C MonitorAdminFEE - 8/12/2021
FINANCIAL ANALYSIS UPDATE Final Adopted August 27, 2020
TABLE 1
2020 Five -Year Economic Analysis and Fee Update
Land Conversion and Preserve Acres by Habitat Type for the 50 -year Permit Term
Habitat Type
Land Conversion
Number of Preserve
Acres to Land
Conversion Acres
Total Preserve
Acres for
Compensation
Neighboring Land
Protection
Preserves
Total All
Preserve Percent
Acres Total Acres
Agriculturallandsz
57,635
1.00
57,635
300
57,935
57%
Natural Lands
Ditches3
126
3.00
378
378
0.37%
Grasslands4
4,853
3.00
14,559
14,559
14.44%
Oak woodlandss
286
3.00
858
858
0.85%
Riparian
900
3.00
2,700
25
2,725
2.70%
Submerged aquatic in the Delta Zone
3
3.00
10
10
0.01%
Vernal pool grasslands'
VP - wetted surface area
707
3.00
2,121
2,121
2.10%
VP - upland grassland
5,187
3.00
15,561
15,561
15.43%
VP - Neighboring Land Protection preserves$
na
250
250
0.25%
Other natural lands9
2,140
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%
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 description of each habitat type.
1. Land conversion includes results of Tier 1 and Tier 2 analyses. Agricultural land conversion includes 9,720 acres from Tier 2 Analysis and Natural Lands conversion includes 5,000 acres
from Tier 2 Analysis of vernal pool conversion to orchards and vineyards and 744 acres of other natural lands conversion.
2. 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.
3. Drainage ditches (unlined) generally found in agricultural fields (D types).
4. Valley grasslands (G types) and Foothill grasslands (G2 types).
5. Blue Oak woodlands, savanna and forests (BL types), Blue Oak Conifer woodlands, savanna and forests (BCN types), Valley Oak Woodland, savanna and forests (V types), and Mixed Oak
Woodlands, savanna and forests (0 types).
6. 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, RS, R4, S, S2). This category
includes 25 acres of Neighboring Lands Protection Preserves for Valley elderberry longhorn beetle habitat.
7. Vernal pool grasslands (G3 type) .
8. The vernal pool preserves for Neighboring Land Protection consist of existing vernal pools (no creation requirement). Enhancements will benefit the tiger salamander.
9. This category includes all natural land types except for Vernal Pools. Cost estimates in this category are an average of the costs of acquiring, restoring, enhancing the Natural Land
categories specified in the preceding categories excluding Vernal Pools. This category also includes natural lands not included in other categories: All Water Features (W types),
Channel islands (I types), tule island and mudflat (12) marsh, and Diablan sage scrub (S3 types) and all other types of Natural Lands.
DRAFT SJMSCP Cost and Fee Analysis 2022 Update_For Annual Updates_Mayo July 2021_2020 Annual w CPI - 1 SJMSCP Acres 6_4_2015 - 8/12/2021
FINANCIAL ANALYSIS UPDATE Final Adopted August 27, 2020
TABLE 2.1
2020 Five -Year Economic Analysis and Fee Update
Preserve Acres, Total and Remaining to be Acquired
Preserve/Habitat Type
Total Preserve
Acres - 50 -year
Permit
Total Preserve
Acres Acquired
through
12/31/20202
Total Preserve
Acres Remaining
to Be Acquired
(links to A.3, B.3.
and C.4)
Agricultural lands
57,935
11,270.519
39,864.48
Grasslands mitigating agricultural land impacts
6,800
Natural lands
Ditches
378
-
378.00
Grasslands
14,559
578.510
13,980.49
Oak woodlands
858
-
858.00
Riparian
2,725
44.050
2,680.95
Submerged aquatic in the Delta
10
-
10.00
Other natural lands
6,445
30.600
6,414.40
Subtotal non-vp natural lands
24,975
653.160
24,321.84
Total Non VP Natural/Ag Lands
82,910
18,723.679
64,186.32
Vernal pool wetted
2,121
6.000
2,115.00
Vernal pool grasslands
15,811
90.345
15,720.66
Total
100,842
18,820.024
82,021.98
Notes:
1. Includes six acres of vernal pool jumpstart.
2.The Mizuno Preserve (row and field crop agricultural land preserve) is recorded at 181.449 acres (3 decimals).
All other preserve acres recorded at 2 decimals or less.
Sources: Table 1 in this workbook, Table 6 from Annual Reports through 2019, and SJCOG Inc. staff.
DRAFT SJMSCP Cost and Fee Analysis 2022 Update_For Annual Updates_Mayo July 2021_2020 Annual w CPI - 2.1 Remain ingPreservetoAcquire - 8/12/2021
FINANCIAL ANALYSIS UPDATE Final Adopted August 27, 2020
Table 2.2
2020 Five -Year Economic Analysis and Fee Update
A. Preserves Acquired by Habitat Type and Zone as of 12/31/2019
SJMSCP Index Zone
Habitat Type
Centrall Delta I
Southwestj Vernal Pool I
Total
Agricultural lands
6,327.299 4,347.850
10,675.149
Natural lands
Ditches
Grasslands
243.250
7,121.280
7,364.530
Oak woodlands
Riparian
44.050
Submerged aquatic in the Delta
Other natural lands
30.600
Subtotal non-vp natural lands
317.900 -
7,121.280
-
7,439.180
Total Non VP Natural/Ag Lands
6,645.199 4,347.850
7,121.280
-
18,114.329
Vernal pool wetted
6.000
6.000
Vernal pool grasslands (upland)
71.760
18.585
90.345
Total
6,716.959 4,347.850
7,121.280
24.585
18,210.674
Source: SJMSCP 2019 Annual Report,
Table 6 and Table 12
B. Preserves Acquired by Summary Habitat Type and Zone as of 12/31/2019
SJMSCP Index Zone
Habitat Type
centrall Delta I
Southwestj Vernal Pool I
Total
Agricultural Land
6,327.299 4,347.850
-
-
10,675.149
Natural Land
389.66 -
7,121.280
24.585
7,535.525
Total
6,716.959 4,347.850
7,121.280
24.585
18,210.674
Source: SJMSCP 2019 Annual Report, Table 6 and Table 12
C. Estimate of Future Southwest Zone Preserves, July 2020 2,500
Source: SJCOG, Inc. staff.
DRAFT SJMSCP Cost and Fee Analysis 2022 Update_For Annual Updates_Mayo July 2021_2020 Annual w CPI - 2.2 Preserves_Habitat_Zone_2019 - 8/12/2021
FINANCIAL ANALYSIS UPDATE Final Adopted August 27, 2020
TABLE 3
2020 Five -Year Economic Analysis and Fee Update
Allowed and Remaining Incidental Take Acreage
Preserve/Habitat Type
Take Authorizations - 50 -year
Permit (including multi-
purpose open space)'
Cumulative Acres
of Take through
12/31/2020
Remaining Acres of
Land Conversion (links
to A.4, B.4. and C.5)
Agriculture
57,635
17,076.46
40,558.54
Multi-purpose (other open space)
37,465
3,115.69
34,349.31
Natural lands
Vernal pool wetted
707
0.25
706.75
Vernal pool upland grassland
5,187
24.26
5,162.74
All other natural lands
8,308
517.55
7,790.78
Total
109,302
20,734.21
88,568.12
Notes:
1. Land conversion includes results of both Tier 1 and Tier 2 analysis. See Table 1 note 1.
Sources: Table 1 in this workbook, SJMSCP Table 1-1 and Table 4.2-2; SJCOG, Inc., 2020 Annual Report Table 4
DRAFT SJMSCP Cost and Fee Analysis 2022 Update_For Annual Updates_Mayo July 2021_2020 Annual w CPI - 3 Cumulative Take—Remaining - 8/12/2021
RESOLUTION NO. 2022-10
A RESOLUTION OF THE LODI CITY COUNCIL SETTING
THE SAN JOAQUIN COUNTY MULTI -SPECIES HABITAT CONSERVATION
AND OPEN SPACE PLAN DEVELOPMENT FEE SCHEDULE FOR 2022
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
2022 SJMSCP Development Fees
Habitat Type
Category A
B
Category C
Total Fee
Rounded
Other Open
Space
$6,797.00
$2,628.00
$356.00
$9,781.00
$9,781
Natural/Ag
Lands
$13,594.00
$5,256.00
710.96
$19,560.96
$19,561
Vernal Pool
Grasslands
$65,307.00
$13,390.00
$1,756.01
$80,4 3.01
$80,453
Vernal Pool
Wetted
$64,182.00 . $108,136.00
$1,721.56
$174,039.56
$174,040
WHEREAS, the SJMSCP Development Fees will be increased consistent with the
Updated Fee Study findings for the year 2022; 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, 2022.
5. That the Lodi City Council hereby approves the proposed Habitat Conservation and
Open Space fee adjustment.
Dated: January 5, 2022
I hereby certify that Resolution No. 2022-10 was passed and adopted by the City
Council of the City of Lodi in a regular meeting held January 5, 2022, by the following vote:
AYES: COUNCIL MEMBERS — Hothi, Khan, Kuehne, Nakanishi, and
Mayor Chandler
NOES: COUNCIL MEMBERS — None
ABSENT: COUNCIL MEMBERS — None
ABSTAIN: COUNCIL MEMBERS — None
YJP7NNIIFrCUSMIR
vC
City Clerk
2022-10
Leo tuber
CHAIR
Robert Ridnnan
VICECHAIR
Diane Nguyen
PRESIDENT
MenlberAgenaes
CFFIFSOF
ESCALON,
LATHROP,
LODI,
MANTECA,
RIPON,
STOCK ON,
TRACY,
AND
TFIECOUNYOF
SANJOAQUIN
Exhibit A
SJCOG, Inc.
555 East Weber Avenue a Stockton, CA 95202 a (209) 235-0600 ■ FAX (209) 235-0438
San Joaquin County Multi -Species Habitat Conservation &
Open Space Plan (SJMSCP)
2022 Updated Habitat Fees*
Habitat Type
Fee Per Acre
Multi-Pul ose Open Space
$9,781
Natural
$19,561
Agriculture
$19,561
Vernal Pool -- uplands
$801453
ernal Pool - wetted
$174,040
* Effective January 1, 2022 — December 31, 2022
2022 Endowment Fees with In -lieu Land**
** Effective January 1, 2022 — December 31, 2022 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 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
$5,256.00
$710.96
$5,966.96
Natural Lands
$5,256.00
$710.96
$5,966.96
Vernal Pool Habitat
Vernal Pool Grasslands
$13,390.00
$1,756.01
$15,146.01
Vernal Pool Wetted
$108,136.00
$1,721.56
$109,857.56
** Effective January 1, 2022 — December 31, 2022 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 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.
2022 San Joaquin County
Multi-Species Habitat Fees
Submitted by
Community Development
Department
In September 2021, the San Joaquin Council of
Governments Board approved Habitat
Conservation Plan fee schedule:
Table 4 - 2022 SJMSCP Development Fees - Proposed
Habitat Type ategory A Category B Category C Total Fee Rounded Fee
$6,797.00 $2,628.00 $356.00 $9,781.00
$13,594.00 $5,256.00 $710.96 $19,560.96
$65,307.00 $13,390.00 $1,756.01 $80,453.01
These fee adjustments are based upon the required
5 year review financial update. The resulting 2022
per acre fees have increased by 12.7%, based on
the rise in land acquisition cost as follows:
• Open space lands increased from $8,682.00 to $9,781.00
• Ag. and Nature lands increased from $17,363.00 to
$19.561.00 (two largest categories)
• Habitat grasslands increased from $71,544.00 to
$80,453.00
• Habitat wetlands increased from $161,286.00 to
$1174,040.00
Recommended Action:
Staff is recommending the adoption of a
resolution setting the San Joaquin County Multi -
Species Habitat Conservation and Open Space
Plan Development Fees for 2022
End of Presentation
Please immediately confirm receipt
of this fax by calling 333-6702
CITY OF LODI
P.O. BOX 3006
LODI, CALIFORNIA 95241-1910
ADVERTISING INSTRUCTIONS
SUBJECT: PUBLIC HEARING TO CONSIDER ADOPTING RESOLUTION SETTING
SAN JOAQUIN COUNTY MULTI -SPECIES HABITAT CONSERVATION
AND OPEN SPACE PLAN DEVELOPMENT FEES FOR 2022
PUBLISH DATE: SATURDAY, DECEMBER 4, 2021
TEAR SHEETS WANTED: One M I please
SEND AFFIDAVIT AND BILL TO: JENNIFER CUSMIR, CITY CLERK
LNS ACCT. #5100152 City of Lodi
P.O. Box 3006
Lodi, CA 95241-1910
DATED: THURSDAY, DECEMBER 2, 2021
ORDERED BY: JENNIFER CUSMIR
CITY CLERK
PAMELA M. FARRIS
ASSISTANT CITY CLERK
KAYLEE CLAYTON
ADMINISTRATIVE CLERK
Verify Appearance of this Legal in the Newspaper — Copy to File
Emailed to the Sentinel at legals@lodinews.com at : �ime) on I (date) (pages)
forms\advins.doc
DECLARATION OF POSTING
NOTICE OF PUBLIC HEARING TO CONSIDER ADOPTING A
RESOLUTION SETTING SAN JOAQUIN COUNTY MULTI -SPECIES
HABITAT CONSERVATION AND OPEN SPACE PLAN DEVELOPMENT
FEES FOR 2022
On Thursday, December 2, 2021, in the City of Lodi, San Joaquin County, California, a
copy of a Notice of Public Hearing to consider adopting a resolution setting the
San Joaquin County Multi -Species Habitat Conservation and Open Space Plan
Development Fees for 2022 (attached hereto, marked Exhibit "A") was posted at the
following locations:
Lodi City Clerk's Office
Lodi City Hall Lobby
Lodi Carnegie Forum
WorkNet Office
I declare under penalty of perjury that the foregoing is true and correct.
Executed on December 2, 2021, at Lodi, California.
PAMELA M. FARRIS
ASSISTANT CITY CLERK
ORDERED BY:
JENNIFER CUSMIR
CITY CLERK
KAYLF_� CLAYTON
ADMINISTRATIVE CLERK
\\cvcfi1v0 1 \administration$\Administration\CLERK\Public Hearings\AFFADAVITS\DECPOST2.DOC
CITY OF LODI
NOTICE OF PUBLIC HEARING
�. Carnegie Forum Date: January 5, 2022
`; • 305 West Pine Street, Lodi Time: 7:00 p.m.
For information regarding this notice please contact: A
Jennifer Cusmir��
City Clerk -
Telephone: (209) 333-6702
NOTICE OF PUBLIC HEARING
NOTICE IS HEREBY GIVEN that on Wednesday, January 5, 2022, 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 2022.
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, 2nd Floor, Lodi, 95240, at any
time prior to the hearing scheduled herein, and oral statements may be made at said
hearing.
If you challenge the subject matter in court, you may be limited to raising only those
issues you or someone else raised at the public hearing described in this notice or in
written correspondence delivered to the City Clerk, 221 West Pine Street, at or prior to
the close of the public hearing.
By Order of the Lodi City Council
Jennifer Cusmir
Jennifer Cusmir
City Clerk
Dated: December 1, 2021
Approved as to form:
Janice D. Magdich
Janice D. Magdich
City Attorney
AVISO: Para obtener ayuda interpretativa con esta noticia, por favor Ilame a la oficina de la
Secretaria Municipal, a las (209) 333-6702.
CLERK\PUBHEAR%NOTICES%NOTCDD_DevFees 11/24/21