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HomeMy WebLinkAboutAgenda Report - May 1, 1991 (67)CITY COUNCIL MEETING May 28, 1991 DEVELOPMENT IMPACT FEES CC -6 Notice of this meeting was published according to law, an affidavit of which is on file in the City Clerk's office. CC -56 The subject of the this meeting, "Development Impact Fees", was introduced by City Manager Peterson and Public Works Director Ronsko. Mr. Ronsko then introduced representatives of Nolte & Associates and Angus McDonald & Associates. The presentation consisted of the following segments: DEVELOPMENT IMPACT FEE PRESENTATION Overview (by City staff) Fee Calculation Procedure Cash Flow Analysis AB 1600 Requirements Program Administration (by McDonald & Associates) Water Sewer Storm Drainage Streets & Roads (by Nolte & Associates) Police Fire Parks & Recreation General City Facilities (by McDonald & Associates) Summary of Total Fees Total City Fees Comparison With Other Cities Past Funding Sources (by City staff) The following persons addressed the City Council regarding the matter: a) Terry Piazza, Baumbach & Piazza, 323 West Elm Street, Lodi; b) Steve Pechin, Baumbach & Piazza, 323 West Elm Street, Lodi; c) Dennis Bennett, 1711 Coventry Way, Lodi; d) Jeff Kirst, 314 West Lockeford Street, Lodi; and e) Bill Mitchell, 4870 Gerber Road, Sacramento, California. CITY COUNCIL MEETING May 28, 1991 There being no other persons wishing to speak, the public portion of the meeting was closed. A lengthy discussion followed with the City Council asking staff to respond to the numerous points that were raised in this discussion. It was agreed that another meeting of this •type will be held by the City Council in the near future. DECLARATION OF MAILING On May 2, 1991 in the City of Lodi, San Joaquin County, California, I deposited in the United States mail, envelopes with first-class postage prepaid thereon, containing a copy of the Notice attached hereto, marked Exhibit "A"; said envelopes were addressed as is more particularly shown on Exhibit "B" attached hereto. There is a regular daily communication by mail between the City of Lodi, California, and the places to which said envelopes were addressed. I declare under penalty of perjury that the foregoing is true and correct. Executed on May 2, 1991, at Lodi, California. Alice M. Reimche City Clerk nni fer t 'Perrin puty City Clerk DEC/01 TXTA . FRM NOTICE OF PUBLIC HEARING REGARDING DEVELOPMENT IMPACT FEES NOTICE IS HEREBY GIVEN that on Tuesday, May 28, 1991 at the hour of 7:00 a.m., or as soon thereafter as the matter may be heard, the Lodi City Council will conduct a Public Hearing at the Carnegie Forum, 105 West Pine Street, Lodi CA, to hear the following matter: a) Development Impact Fees - those fees charged to development for construction of capital facilities. All interested persons are invited to present their views and comments on this matter. Written statements may be filed with the City Clerk 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, Lodi, California, at or prior to, the City Public Hearing. Dated: May 1, 1991 By Order of the Lodi City Council Tice M. bteimche City Clerk A proved as >;,o form: Bobby W. McNatt City Attorney i 1 UkAH IMPAC Ftr i P iLi 1b L.11 S = Summary Table & Letter .-. F = Ful Study & Letter THF GIANNONI ORGANIZATION_ LODI DEVELOPMENT INC 142x) S MILLS AVE #E S PO BOX 1237 LODI, CA 95242 LODI, CA 95241 JERRY HEMINGER } 619 WILLOW GLEN DR LODI, CA 95240 KON THOMAS PO BOX 1505 LODI, CA 95240 H&M BUILDERS 330 S FAIRMONT AVE LODI, CA 95240 TED KATZAKIAN c 777 S HAM LN LODI. CA 95242 GRUPE DEVELOPMENT 5 4041 W BROOKSIDE RD STOCKTON, CA 95207 WENTLAND-SNIDER 5 521 S HAM LN #A LODI, CA 95242 BENNETT & COMPTON /= PO BOX 1597 LODI, CA 95241 VERNER CONSTRUCTION 5 2707 E FREMONT ST #17 STOCKTON, CA 95205 DARYL GEWEKE f PO BOX 1210 LODI, CA 95241 JEFF KIRST f 120 N PLEASANT LODI, CA 95240 BOB MORRIS 222 W LOCKEFORD ST #9 LODI, CA 95240 FRED BAKER 317 W LODI AVE LODI, CA 95240 GOODEN CONSTRUCTION 5 114A N CHURCH ST LODI, CA 95240 FHA PROPERTIES S 3I58 AUTO CENTER CIR #E STOCKTON, CA 95212 JW PROPERTIES $ 3515 COUNTRY CLUB BLVD STOCKTON, CA 95240 SURLAND PROPERTS S 88 HOWARD ST SAN FRANCISCO, CA 94105 • BAUMBACH-PIAZZA DILLON ENGLNEERING RW SIEGFRIED & ASSOCIATES 323 W ELM ST J✓ PO BOX 2180 4045 CORONADO AVE LODI, CA 95240 LODI, CA 95241 STOCKTON, CA 95204 THOMPSON-HYSELL ENGINEERS 1016 12TH ST MODESTO, CA 95354 JIM GIOTTONINI 425 N EL DORADO STOCKTON, CA 95203 LODI NEWS SENTINEL , - 125 N CHURCH ST LODI, CA 95240 PHILLIPPI ENGINEERING /C 595 BUCK AVE VACAVILLE, CA 95688 HENRY HIRATA 5 PO BOX 1810 STOCKTON, CA 95201 BEARDSLEE DEVELOPMENT 5 110 G&AND AVE CAPITOLA, CA 95010 STOCKTON RECORD PO BOX 900 STOCKTON, CA 95201 RILEY-PEARLMAN BROWMAN DEVELOPMENT 11640 SAN VICENTE BLVD #202 , 1900 EMBARCADERO #201 LOS ANGELES, CA 90049 - OAKLAND, CA 94606 Development Impact Fee Presentation Overview City Staff Fee Calculation Procedure Cash Flow Analysis AB 1600 Requirements Program Administration McDonald & Associates Water Sewer Storm Drainage Streets & Roads Nolte & Associates Police Fire Parks & Recreation General City Facilities McDonald & Associates Summary of Total Fees Total City Fees Comparison With Other Cities Past Funding Sources City Staff Development Impact Fees Fee Calculation Procedure Determine Service Area General Plan Boundary Establish Levels of Service Existing Conditions Determine Improvements to Meet Service Standard with New Growth Capital Improvement List Estimate Cost and Thing of Improvements Capital Improvement List/Schedule Identify Existing Deficiencies Separate Analysis on Certain Projects Determine Relative Service Demand of Various Land Uses RAE (Residential Acre Equivalent) Schedule Calculate Fee Cost of Improvements/RAE's plus Cash Row Analysis Development Impact Fees Cash Flow Analysis Annual Revenue Annual Expenses Account for Interest (either earned on fund balance or paid on loans) Interfund Borrowing Examples Water - no borrowing Sewer - borrowing - I Net (Fee Revenue less Project Costs) $1.000,000 $800,000 $600,000 $400,000 $200,000 $0 ($200.000) 0400,0001 ($600.000) asualiesm Water Impact Fee Cash Flow sumo Interest on Fund Balance Fund Balance a a - Program -Yea.rs"8 & 9 we 5 ye& blocks 1 2 3 4 5 Program Year a-e,,A•Arb, 6 7 8 9 WACASHFLXLC A Sewer Impact Fee Cash Flow F 1 Net (Fee Revenue Tess MEM Interest on Fund Balance • Fund Balance Project Costs) $200,000 $100,000 $0 ($100.000) ($200.000) ($300,000) ($400,000) • "1 6„,, • Program "Years" 8 & 9 are 5 year blocks 1 2 3 4 5 6 7 8 9 Program Year W W CASHFL.XLC Development Impact Fees AB1600 Requirements/ Program Administration Separate Funds Account for Interest Annual Reporting Minor Adjustments/Updates Major Updates - General Plan Fee Collection Record Keeping Development Impact Fees Water Projects Included Master Plan Current plan phis updates Admin. Bldg./Corporation Yard 50/50 split with Sewer, portion w/Electric Utility Oversize Mains & Major Crossings 10" and larger mains, major crossings per present practice Will credit individual projects with portion of cost Water Wells All new wells to accomodate growth Includes GAC filters in certain areas and standby power per Master Plan Water Tank Portion providing capacity for new growth (31%) Total Cost S9,263,525 Projects Not Included Replacements/Reinforcements of Existing Mains Generally improvements to distributions system in older areas Miscellaneous Fire Protection Improvements Total Cost SI,628,000 Development Impact Fees Sewer Projects Included Master Plan Current plan plus updates Admin. Bldg./Corporation Yard 50/50 split with Water, portion w/Electric Utility Oversize Mains 12" and larger mains • Will credit individual projects with portion of cost Lift Stations In separate areas of benefit Includes force mains $639,500 not included below Total Cost $1,368,920 Projects Not Included Replacements/Reinforcements of Existing Mains Generally improvements to collection system in older areas Total Cost $1,005,500 Note: Wastewater treatment plant covered by existing separate fee Development Impact Fees Storni Drainage Projects Included Master Plan Current plan plus updates Basins Per Master Plan, including pump stations Approx. 1 acre per new basin in Parks Fee Trunk Lines 30" & larger per Master Plan Total Cost $15,773,000 Projects Not Included Replacements/Reinforcements of Existing Mains Generally improvements to collection system in older areas Total Cost $1,051,000 Development Impact Fees Streets & Roads Projects Included Master Pian Current plan plus updates Widenings & capacity improvements to existing streets Kettieman Lane, Lower Sacramento Road. Lodi Avenue Lockeford Street, Victor Road "Oversized" New Streets Credit on R/W & construction cost of portion over 68 feet in width Harney Lane, Century Boulevard. Guild Avenue. Turner Road Improvements Iiwy 12. 99 12/99 Interchange, Turner Road Overpass Traffic Signals New signals identified in Circulation Plan 50% of signals already meeting wan -ants Miscellaneous Projects WID box culverts Railroad crossing improvements Recent Capacity Improvement Projects Portion of project attributable to capacity increase Adjusted downward for capacity used between project construction and present Total Cost SI5,290,687 Projects Not Included Reconstructions of existing streets Street Maintenance State, Federal & Measure K funding Total Cost 514,893.513 General Fund (maintenance) 516,010,250 Other funding Development Impact Fees Police Projects Included Police Station Expansion 10,000 SF, 10 jail cells Equipment Personal equipment for 29 officers 8 patrol cars (equipped) 2 pickup trucks (equipped) Animal control truck Radios Computer terminals Total Cost $2,430,000 Projects Not Included Upgrades of existing systems Proposed computer aided dispatch system • Development Impact Fees Fire Projects Included Westside Station Lower Sacramento Road N/Elm Street Station equipment Personal equipment for 23 employees Equipment Ladder truck • 2 sedans 2 minivans Computer terminals Station 1 (Downtown) Minor Remodel Total Cost S1,065,000 Projects Not Included Equipment Replacements Truck & engine replacements Total Cost 51,090.000 Development Impact Fees Parks & Recreation Projects Included Master Plan To Refine Needs, Projects and Estimates Admin. Bldg./Corporation Yard @ 45% per deficiency analysis New "Standard" Parks Per Table 9-1, 83 acres Playground Equipment & Ball Diamonds One New Pool New Community Buildings Total 44,000 SF, unspecified locations Total Cost S18,740,000 Projects Not Included Admin. Bldg./Corporation Yard @ 55% per deficiency analysis Replacements of Equipment & Enhancements at Developed Parks Lodi Lake (except West side 13 acre expansion) Misc. Lighting & Facility Upgrades Hutchins St. Square Total Cost 511,374,000 Development Impact Fees General City Facilities Projects Included City Ilali Expansion Portion of expansion in two phases (addition, remodel), including parking Stadium Area Parking Lockeford @ Stockton Library Expansion or satellite site to be determined Miscellaneous Equipment Public Works Equipment Finance Dept equipment, computer upgrade Miscellaneous Projects Fee program administration, monitoring (all categories) General Plan, current plus updates Total Cost $11,568,449 Projects Not Included City Hall Expansion @ 27.8% per deficiency analysis Total Cost S1,171,770 City of Lodi Draft Development Impact Fees for Capital Facilities General Plan (GP) Land Use Category (Draft) Total Assumed @ Max. Density Fees' per Density Fee per GP Fee Residential I (per unit) (per urns) Low Density 538,170 acre 5 upa' 37,634 7 35,453 Medium Density 558,100 acre 12 upa 54,842 20 ' 52,905 High Density $101,770 acre 24 upa 54,240 30 ' 33,392 East Side Residential 340,100 acre 5 upa 58,020 7 ' 35,729 PR - low density 338,170 acre 5 upa57,634 7 : $5,453 PR - med density 358,100 acre 12 upa 54,842 20 52.905 PR - high density 5101,770 acre 24 upa 34,240 30 53,392 Commercial Industrial (per 5F) (per SF) Neighborhood $40,010 acre 30% far'-' 53.06 40% 32.30 General 548,000 acre 30% far 53.67 40% 32.75 Downtown 540,010 acre 30% far 53.06 200% ; 30.46 Office 553,330 acre 35% far 53.50 50% i 32.45 Light 532,520 acre 40% far 51.87 50% i 51.49 Heavy 331,470 acre 40% far 31.81 50% i 51.44 Industrial Reserve 532,520 acre 40% far 51.87 50% 1 $1.49 ' upa = units per acre ' far = floor/area ratio (building square footage per acre) total fee includes Water, Sewer, Storm Drainage, Streets & Roads, Police, Fire, Parks & Recreation and General City Facilities per April 1991 draft study. Wastewater connection fee (for wastewater plant), engineering. building permit and of r fees for service are not included. 4/29,91 1MP FEE.XLS City of Lodi - Total Development Fee Examples Project Assumptions Land Use: Area: Density: 11Ur,its; Bldg SF: Estimated Off -Site Impr. $: Existing Fees Tentative Map: Engineering (as updated): $ per: Sewer Connection Base Rate IS/SSU): Unit of Measure: X of Empi/acre: Sewage Ser. Units: Total Fee: $ per: Storm Drainage Base Rate: Total Fee: $ per: Building Permit Assumed SF/DU Bldg V&JSF: Assumed Type: Valuation: Total Fee: $ per: Budding Plan Check Total Fee: $ per: Mech./Elec./Plumb. Permit Est. Total Fee: $ per: Strong Motion Instrumentatior Total Fee: S per: Total Existing Fees: $ per: Proposed Impact Fees: Total Proposed Fee: Hese existing SD fee) Proposed $ per: Grand Total $ per: Residential Low Density' Med. Density 10 acres 5 acres 5 acres 5 upa 12 upa 40%, 50 60 87,000 8400,000. 8100,000. $125,000. Non-Residemial Light Ind., Office! 2 acres; 35%, 30,000 $50,000. 3100. 819,600. $394./unit 8100. $6,100. $103./unit 62,099. $2,099. 1.25 units per, 1.00 units per 3 8r. Home• 2 Br. Home (per Table 7-1, GP Draft EIR) 62.5 60.0 3131,188. 8125,940. $2,624./unit: $2,099./unit Fee $4,050/acre' 84,050/acre 840,500. , 820,250. 8810./unit; $338./unit 2,0001 649.00 avg. Bingle tam.( 698,0001 331,625. ; $633./unit! 65%i 820,556. 3411./unit•i 1400 644.70 avg. apt. 662,590 330,512 $ 509./unit of Bldg Permit 819,833. 3331. /unit 60.03 !per SF $3,000. { 82,520. $60./unit( $42.1unit 8343. $7.lunitl 8246,912 1 8205, 517 84,938./unit! $3,425./unit 838,170/acre 1 858,100/acre 5341,200. • 3270,250. 60.07 res. 8263. $4./unit 86,824./unit: $4,504./unit 811,762./unit; $7,929./unit Aeeumee proper zenung, environmental oleo:coca. etc 8100. 87,350. $0.09/SF 62,099. • 1 unit per 8 employees, 20 12.5; 326,238. 30.30/SF' 8100. 83,600. $0.121SF 62.099. 1 unit per 8' employees, 48 12.0 825,188. 50.84/SF. Commercial 5 acres 30% 65,000 3150,000. S100. 88,600. $0.13/SF 62.099. varies w/use assumed 5 28 28.0 358.772. $0.90/SF $5,400/acre. $5,400/acre $5,400/acre 827,000. 810,800. 827,000. $0.31/SF' $0.36/SF: $0.42/SF 623.60 I!1 N. 62,053,200 ! 36,769 $0.08/SF; $4,400. $0.05/SF! 60.02 !per $1,740. $0.02JSF 60.15 non ree.lper 8308. 50.004/SF! 873.904 s $0.851SF1 $1.64/SFI $1.66/SF $32,520/acre! $ 53,330/acre! 840,010/acre 3135.600. 895.860. ! $173,050. 549.60 . V N' $1,488,000 35,356 ; $0.18/SF: 33,481. ! $0.12/SF! 634.00 VN 62.210,000 87,161 $0.11 /SF 34,655. $0.07/SF SF (estimated $600. j 31,300. $0.02/SF1 $0.02/SF 61000. vat. (State mandated) 8223. 8332. $0.01/SF1 $0.01/SF $49,349 1 8107,919 $1.561SF1 $3.201SF1 $2.66!SF 1 $2.41/SF: $4.84/SF1 $4.321SF 0/24.91 Ofv iEEC CLI ry -4C;; o) o0 O O . O O 0 O O 0 0 0 0 0 0 1 I 1 l 1 1 1 1 1 1 , I, t 1 Escondido % ;%/zi/etr /�,,iri1y��r/�' 4.t .• Walnut Creek Petaluma Fairfield Turlock O r) 4. O O O 0 0 0 0 0 0 1 1 1 1 1 1 1 1 1 1 4• ;,� ii.e .S/, , // ,/.,2/ i'/ .,..,,..4,,. :/.'..i:•'li'/.i/. ,. r,, . /i, // /%.:. . : / r,/ ;a:,;.,,✓.i,,;ii; i„.`e /,'. Santa Rosa rem ryx.�r/dmm//yy 1.a mi . 6....« i. Redding xegefmicarrim Woodland ! /4.4 / Chico 1.• i. , ,,/, �. /, / . /::, / ,. D Merced 'am .'/ .40000500,A! Modesto y Clovis / r.,40. .r: _...« i r Napa SterdraritriSSMI Santa Cruz/AW..U%"l/f,rim/4 I • co 69 CD A Lodi 'Y Fresno i Porterville se#0/'0w: r/y/ l ,. //r, :i / Visalia i • Santa Maria '0,004g "7• Hanford 4 .... Bakersfield rer/yaafia Tulare ee# • V I1YSIA 3O A113 AO 0313 d.4O7 AUf71S GRAPHICAL REPRESENTATION OF IMPACT FEES TYPES OF IMPACT FEES CHARGED 5T00Y COMP..CT F 0 BY CITY OF VISALIA Sanitary Storm Parks & General City Transportation Sewage Water Drainage Recreation School Government Other Bakersfield Chico Clovis Escondido Fairfield _ Fresno Hanford .tom Merced Modesto Napa Petaluma Portervine Reding Santa Cruz Santa Maria Santa Rosa Tulare Turlock Visalia Walnut Creek Woodland • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • 0 • • • • • • • • • • • • • • • • • • • • • . • . • • • • • • • • • • 0 • • • • • • • • • • • • • • RESIDENTIAL IMPACT FEE COMPARISON per dwelling unit Assumption: 3 -bedroom, 2000 SF ..ngle-termly dwelling at 5 units per acre Fee Category LOD1 FAIRFIELD TRACY GALT MANTECA STOCKTON WOODLAND CLOVIS DAVIS Notes: a._g. __ b. _ _____ ___ _ ___.._f. _Water 5902 52.346 51:400 51.800 52,222 51,395 5278 5240 5719 Sewer 5216 54._851 _ 52.600 53.000 52,222 51,859 51,440 51.924 51.257 Storm Drainage 51,476 55.204 5360 5498 $1,782 5448 5210 Streets & Roads 51,076 57,770 51.139_ _ _ $2,008 5472 52,265 Police 5226 5196 5253 Fire 5102 5205 5115 5173 Parks & Recreation 52.362 81.579 54.404 5592 $1,429 5800 $483 52.165 General City Fac. 51,274 51,663 51,155 5350 561 5732 51.057 Wastewater Conn. 52.624 Garbage Traffic Public Safety (Police, Fire) Bridges/RRCrossingsj Route 104/Twin Cities Rd NE Area Improvements NE Area Water storage Traffic Signal Major Equipment Purchases Highway Interchange libraries 1 Community Rec. Center Administrative Charge Open Space Preservation Core Area Enhancements City Construction Tax General Government Total: 575 52,148 5375 $4,326 5121 S10,258 $10,924 $23,116 S12,677 Average: 510.419 5732 5140 5335 5176 5200 580 5146 5350 5500 $234 5128 5183 5908 56 53,220 S6,934 $7,745 S5,937 $4.034 S12,144 Notes: e. Applicable if not in assessment district or special eras of benefit. b. Includes 5850 for well development. If in assessment district or NE area, this fee is not charged. c. Includes standard connection tee end surface water facilities fee. d. 1MB increase substantially because of OBCP cleanup, meter cost not included. o. Davis subtotal varies by sub area from 56,761 to 510,705 (used average) plus City construction tax (voter approved) of 51.61/ suit. 1. No lift station fee included, other lees based on A-1 area. g. Per Visalia study; Gen. Gov't includes storm, street & misc. oversizing. 5/24/91 IMPAC2.XLS CUNdi Past Funding Sources Property, Sales & Misc. Taxes Approx. S9,200,000/year Does not cover Police. Fire & Parks/Recreation Operating Expenses General Obligation Bonds Storm Drain, Public Safety, General Government Projects Require Voter Approval & Resenue Source To Repay Utility Funds In Long Past - PaidForAll Improvements More Recently - Paid Only For Oversize & Major Facilitiees Fee Program Would Shift All Needed Capital Facility Costs to New Development Federal Revenue Sharing Approx. $440,000/year in 70's & 80's City Ball Remodel, Misc. Storm Drains, Public Safety Projects & Equipment Ab Longer Available Federal EDA Grants Amounts Varied Per Project Library, Trunk Storm Drains & Sanitary Sewers No Longer Available HUD (CDBG) Grants Approx. $300,000/year in late 80's to present Restricted to Certain Areas/Uses State Grants Amounts Vary Per Project Park Improvement Projects Availability Varies w/State Bond issues Private Donations Amounts Vary Per Project Hutchins St. Square. Service Club Projects to Parks & Medians Availability Varies: Amount Small Compared to Demand TO AVOID DUPLICATION OF LARGE DOCUMENTS IN THE FORTIS SYSTEM, ADDITIONAL BACKGROUND INFORMATION REGARDING THIS ITEM IS LOCATED AS FOLLOWS: 14efi-o' 30�0 l x -\14 -lam " ekkb 'Oc -k- L d4, `� wF r1St( TO AVOID DUPLICATION OF LARGE DOCUMENTS IN THE FORTIS SYSTEM, ADDITIONAL BACKGROUND INFORMATION REGARDING THIS ITEM IS LOCATED AS FOLLOWS: 51* ci RAAD k c, ileAct ()Woo ev\-4\-ed " 1)e)1/45elt-fmtAd ("aist-Pv---f ate- - Pw Zfi Oogi ' 6-u S ao, r atCj