HomeMy WebLinkAboutAgenda Report - July 20, 1994 (30)OR
CITY OF LODI
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COUNCIL COMMUNICATION
AGENDA TITLE: Report on Development Impact Mitigation Fees for Sunwest Plaza and Lodi Town
Plaza (Information Only)
MEETING DATE: July 20, 1994
PREPARED BY: Public Works Director
RECOMMENDED ACTION: That the City Council receive the report on the Sunwest Plaza and
Lodi Town Plaza Development Impact Mitigation Fees.
BACKGROUND INFORMATION: At the July 6 City Council meeting, a question was raised by a
citizen regarding possible differences between development
requirements and impact mitigation fees paid by the developers of
the Sunwest Plaza (Wal Mart) and Lodi Town Plaza (Target)
projects. As requested by the Council, staff has prepared the following summary of the history and
impact fees for these projects.
The Development Impact Mitigation Fee Program was adopted shortly after the General Plan was
adopted in 1991. The total fees for all eight facility categories were $41,280.00 per gross acre for
Neighborhood Commercial development. This included $10,390.00 for Street fees. When the first
phase of the Sunwest Plaza project (Wal Mart) was nearing approval, staff spoke with the developer's
representative, Mr. Darryl Browman, regarding the Street fees and indicated we felt that, based on
traffic generation, a large retail business should pay $20,900.00 in Street fees. Such an adjustment is
allowed under the fee ordinance. That figure is the rate charged for General Commercial development.
The developer objected, mainly on the premise that the project conformed to the zoning and General
Plan designation and our published fee schedule and that it would be unfair to subsequently charge a
higher fee. The issue was presented to the Council on December 18, 1991, and the Council agreed
with the developer. The decision was that the Sunwest Plaza project would pay the Street fees shown
in the published fee schedule based on their zoning and General Plan designation.
Recognizing that this discrepancy in the fee structure. would cause future problems, staff recommended
that the fee categories be modified to combine the Neighborhood Commercial and General Commercial
fee categories into one category --Retail Commercial. That was done in March 1992. The new Street
fee was $11,380.00 per acre. This change also affected the Police and Fire fees and the total fee
became $42,050.00. (Since then, there was a general fee adjustment made in early 1993 which
slightly increased the fee to $42,090.00.)
APPROVED
THOMAS A. PETERSON
City Manager
ou3
recyc/e0 Pape/
cc 1
PLAZFEES DOC 07/11/94
Report on Development Impact Ivy.;, jation Fees for Sunwest Plaza and 1-06, town Plaza
(Information Only)
July 20, 1994
Page 2
In addition to the above change, both projects received identical downward fee adjustments for Water
and Wastewater based on their reduced demands. Also, both projects received downward adjustments
for Parks and Recreation and General City Facility fees based on their number of employees which
were both well below the standard upon which the fees were based. These adjustments were made
upon request of the project developer, Mr. Browman, who is now handling both projects.
With all the above factors, the total Development Impact Mitigation Fees charged for the two projects
turned out to be nearly identical, as shown below:
Project
Acreage
Impact Fees
Fee per Acre
Sunwest Plaza
12.40
$408,704.00
$32,960.00
Lodi Town Plaza
9.79
$318,664.50
$32,550.00
The fee summary sheets for the two projects are attached.
Both projects also received fee credits for certain improvements they constructed that were the
responsibility of the Fee Program. These included oversize water mains, master storm drain lines, the
traffic signal at Tienda Drive (built by Lodi Town Plaza), and extra widening on Kettleman Lane. The
amounts for the Sunwest Plaza and Lodi Town Plaza projects were S140,339.10 and $269,988.12,
respectively. Since these improvements serve the remainder of the project area and other properties
outside the project area, they do not directly relate to the fees paid or the acreage.
Other City development requirements for the projects were substantially the same, allowing for
differences between the needs of the individual sites and the timing of the projects. There were
differences in how each building owner and contractor approached the project. For example, one
standard City requirement is that fire protection (hydrants) and access be provided before construction.
We routinely allow some -wilding work (foundations, slabs, masonry walls) before this is required to be
in place, but the hydrants and paved access is to be available before significant amounts of
combustible material is brought on site and used in the building construction. Without spending staff
time on researching specific dates and correspondence, we recall that the Wal Mart contractor was able
to meet this requirement using the first asphalt concrete layers of the permanent paved access road
and parking lot while the Target contractor elected to install a temporary access road which was later
removed. These individual decisions are left up to the owner/builder and will vary on each project
depending on the amount and type of construction and the overall timing of the project in relation to the
season and other individual schedules and deadlines.
FUNDING: Not applicable.
Jack . Ronsko
Public Works Director
Prepared by Richard C. Prima, Jr , City Engineer
JLR/RCP/Im
Attachments
cc: Concerned citizen
Darryl Browman
PLAZFEES DOC 7/11194
t
C
4
CITY OF LO D IJDevelopment Impact Mitigation Fee
PUBUC WORKS DEPARTMENT Summary Sheet
Subdivision: Suntfirest Plats
Name Tract t Fite I
Parcel: 2330 W. Ket i n an Lane
Aosr.. Budding Permit 0
058-140.031
AP e
Devaloper/Owner: Wal-Mart Stores
Name
701 South Walton Blvd. Bentonvige, AR 72716
Addnas
Project Description: Dept. store - mejor tenant in shopping center
GP Land use Category: Neighborhood Commercial Neighborhood Commercial (shopping carte
Parcel Project (if different)
Fee Category
Account 01
P I
RAE
Ad'.
F
A
T
1) water Facilities
60.1-60111
5,710.001
0.281
x
S
1,480.00
12.40
I S
18,352.00
2) Sewer Facilities - General
60.2.5011$
1,090.001
0.421
x
$
460.00
12.40
3
5,704.00
- Llft Station
r•: ..�.1:l
.r �..Y:rti 'L��, .JtiT e.::.'�i� r; :"c .'ZJ�t �':::.•7
3) Storm Drainage Facilities
60.3-601111
7.910-001
1.33
$
10,520.00 1
12.40
S
130,448.00
4) Street Improvements
60.4-501 S
5,470.001
1.90
x
S
10,390.00
12.40
1 $
128,836.00
5) Police Protection Facilities
60.S.5011$
1,110.001
4.28
$
4,750.00
12.40
$
58,900.00
61 Fre Protection Feciftes
60.6-501E$
520.001
2.771
$
1,440.00
12.40
$
17,856.00
7) Perks alt Recreation Facilities
60.7-SOIIS
11,980.001
0.131
x
1 $
1,560.00
12.40
1 S
19,344.00
81 General City Fac. & Prog. Admin.
60.8-6011$
6,380.001
0.371
x
1 $
2,360.00
12.40
S
29,264.00
Subtotal 1-4: $ 283.340.00
P - Program Fee per Residential Acre Equivalent (RAE) per Resolution 91-172. due prior to project approval
RAE - Residential Acre Equivalent per LMC 615.64.070, unless adjusted. Subtotal 5-8: $ 125.364.00
Adj. - Checked if RAE is adjusted. see Notes below.
F Fes per acre (rounded to newest $10.00) - P x RAE. due prior to acceptance of imfuov 's
or 1 Year, wtvcMver is lose.
A Gross acreage per LMC 615.64.020A alt 15.64.060 (rounded to nearest 0.01 acral.
T • Total Fee for service category - A x F. Grand Total: $ 408.704.00
Approx. credits (Note 2): S 70.000.00
Nat: $ 338,704.00
Note 1: Acreage includes portion of 20 h. City strip on Kettlemen Lane to be incorporated into project. Water & Sewer RAE factors
adjusted to industrial rates based on lower flows for dry goods dept. store. Perks dt Recreation and General City Facilities we based
on employees per acre and are adjusted based on 146 employees (FTE's) on the parcel. Street RAE approved by City Council
12/18/91 ss neighborhood commercial instead of General Commercial (Shoppping Center) for Sunwest Plaza protect only.
Note 2: The improvement credit is shown for information only. Actual credits computed in the public improvement agreement apply
to the public improvements for the entire shopping center parcel (23.72 acres gross plus the Ultramar parcel) The credit shown is pro.
rated on the acreage !x'nd12.40123.72). Actual distribution of improvement coats aBits is t e responsibility of the parties involved.
By: �.e
.a- - (/( � J. Approve Lo— Record I: 1 r -
Date 8 (ed(1 . 1/;17119
Date Paid:''-/� Was category 1 thru 41
. r
_1-4 :-_.(Fee category 5 thru 8)
/21/92 WAL-MART-XL
CITY OF LOD1
Development Impact Mitigation Fee
PUBLIC WORKS DEPARTMENT Summary Sheet
Subdivision: Lodi Town Plaza n/a "is
Near Tract • F" I
Parcel: 2355 W. Kettleman Lane, Lodi, CA 5449
Address Building Permit R
027-040-067
APO
Developer/Owner: Target Stores
Name
P.O. Box 1392, Minneapolis, MN. 55440-1392
Address
Project Description: Dept. Stora, = Major tenant in shopping center
GP Land Use Category: Commercial - Retail Commercial -'Retail !shopping center) _
Parcel Project tit different)
Fee Category Account # P I
RAE Ad'.
I F
i A
T
11 Water Facilities 60.1-501 3 5.710.00
0.26 to
i 1,480.00
9.79
$ 14.489.20
2) Sewer Facilities - General 80.2501 $ 1,090.00
0.42 'r
S 460.00
9.79
3 4,503.40
- Lift Station
31 Storm Drainage Facilities 60.3-501 S 7.910.00
1.33
$ 10,520.00
9.79
3 102,990.80
4) Street Improvements 60.4.501 S 5,470.00
2.08
S 11,380.00
9.79
$ 111.410.20
5) Police Protection Facilities 80.5.501 S 1,110.00
4.12
$ 4.570.00
9.79
S 44,740.30
6) Fire Protection Facilities 60.8.501 $ 520.00
2.69
S 1.400.00
9.79
$ 13.706.00
71 Parks & Recreation Facilities 60.7.501 S 11.980.00
0.09 Is
s 1,080.00
9.79
s 10.573.20
8) General City Fac. & Prop. Admin. 60.8-501 S 8.380.00
0.28 x
S 1.660.00
9.79
3 16.251.40
Subtotal 1-4:
$ 233,393.60
P - Program Fee per Residential Acre Equivalent (RAE) per Resolution 91-172.
due prior to project approval
RAE . Residential Acre Equivalent per LMC 115.84.070, unless
adjusted.
Adj. — Checked if RAE is adjusted, see Notes below.
Subtotal
5-8:
$ 85,270.90
F - Fee per acre (rounded to nearest $10.00) - P x RAE.
due prior to acceptance of improv.**
or t year, whichever is less.
A - Gross acreage per LMC 515.64.020A & 15.64.060 (rounded to nearest 0.01
acral.
T - Total Fee for service category - A x F.
Grand Total:
$ 318,664.50
Notes:
1. Water & Sewer RAE factors adjusted to industrial rates based on lower flows for dry goods dept, store. Parks & Recreation and
General City Facilities are based on employees per acre. The above fees are based on 80 FTE's in accordance with information
provided by the developer.
2. The acreage shown includes the portions of Kettlemen Lane fronting the Target parcel which were dedicated to the City and e
prorate share of the new public street Mande Drive).
3. Improvement credits are not shown. Any applicable credits will be determined at a later date when project plans are complete
and final quantities and costs are determined.
By. -Z4� ----- — APProved:l ' 1 e--�aLt1ti _ Record 6: //E_ 7f.2 J • O
Date Billed: 35/93 t
t
Data Paid: 3/'51 fulFee category 1 thou 4)
(Fee category 5 thou 81
!3
XLWI(arget.
CITY COUNCIL
JACK A SIECLOCK.:Mavor
STEPHEN MANN
manor Pro Tempore
RAY C. DAVENPORT
PHILLIP A. PENNINO-
JOHN R. (Randv) SNIDER
SUBJECT:
THOMAS A PETERSO%
C,t\ Manager
CITY OF L O D I IENNIFtR M PERRIN
Gtv Clerk
CITY HALL. 221 WEST PINE STREET 1108MCNATT
P O BOX 3006 CrtV Attornev
LODI. CALIFORNIA 95241.1910
(209) 334.5634
FAX 1_p41 f I t.e'o4
July 14, 1994
Report on Development Impact Mitigation Fees for Sunwest Plaza and
Lodi Town Plaza (Information Only)
Enclosed is a copy of background information on an item that is on the City Council agenda of
Wednesday. July 20, 1994, at 7 p.m. The meeting will be held in the City Council Chamber,
Carnegie Forum, 305 West Pine Street.
This item is on the regular calendar for Council discussion. You are welcome to attend.
If you wish to write to the City Council, please address your letter to City Council, City of Lodi,
P. O. Box 3006, Lodi, California, 95241-1910. Be sure to allow time for the mail. Or, you may
hand -deliver the letter to City Hall. 221 West Pine Street.
If you wish to address the Council at the Council meeting, be sure to fill out a speaker's card
(available at the Carnegie Forum immediately pnor to the start of the meeting) and give it to
the City Clerk. If you have any questions about communicating with the Council, please
contact Jennifer Perrin, City Clerk, at (209) 333-6702.
If you have any questions about the item itself, please call Richard Prima, City Engineer,
at (209) 333-6706.
Jack L Ronsko
ublic orks Director
JLR/Im
Enclosure
cc: City Clerk
NPLAZFEE.CCC
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.�, :i.^` ,. Z" . w., t - ..... ,c.. sem.. a » Tom•,. : '�"?arre�e+a.?/ . . a Y`�_' .
OF LODI
221 W. PINE ST.•
BOX 3006 '
tORNIA 952414910
OF LODI
221 w PINE 57.
BOX 3006
FORNIA 9524I-1910
'Y OF LODI
HALL, 221 W. PINE ST.
P.O BOX 3006
CALIFORNIA 95241-1910
MR FRANK ALEGRE
802 N CLUFF AVE
LODI CA 95240
MR DARRYL BROWMAN
BROWMAN DEVELOPMENT CO INC
100 SWAN WY STE 206
OAKLAND CA 94621-1459
MR CHUCK WENTLAND
c/o WENTLAND - SNIDER & ASSOCIATES
301 S HAM LN STE A
LODI CA 95242