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Home My WebLink About08/24/1993, Agenda C4 Of San lull OBIS 0 : STUDY SESSION COUNCIL AGENDA Tuesday, August 24, 1993 - 1:30 - 5:00 PM Council Hearing Room, City Hall 990 Palm Street, San Luis Obispo CALL TO ORDER: Mayor Peg Pinard ROLL CALL: Council Members Dave Romero, Allen K. Settle, Vice Mayor Bill Roalman, and Mayor Peg Pinard Penny Rappa - absent PUBLIC CO (VLEN PERIOD (Not to exceed 15 minutes total] The Council welcomes your input You may address the Council: completing'a sg_e kers X. s and giving rt to ilia City; Clerkpr�pr to he mmeeting ';.Time limit is threeminutes State lay+tloes not;allow CounciCta take action on issues not on the agentla :Staff moy be asked to#ollow upon such ..ems `: STUDY SESSION ► 1. FISCAL IMPACT ANALYSIS OF ANNEXATION (STATLER/238) I. INTRODUCTION - PURPOSE OF THE WORKSHOP - John Dunn II. FISCAL IMPACT ANALYSIS - WHAT IS IT? - Angus MacDonald, Facilitator III. EXPERIENCES IN OTHER CITIES Jerry Fraser, Principal Planner, City of Santa Maria Bill Feldmeier, Director of Financial Planning, City of Davis Dale Pfeiffer, Director of Public Works, City of Vacaville FINAL ACTION. Presentations made. 1 Council Agenda Tuesday, August 24, 1993 IV. SUMMARY/QUESTIONS & ANSWERS ir�M��INIC TIONS {not tp exceed t6 minutes) At tltia time, n Caunc�l'Member or the CityAdmmistrti�e Officer may informally update the City Cauric�l on cpmmuniCat<ons and ask for comrnertit and or discussion :Due to State law, formal action or apprnual rnayraot be aken Acxton'on item may be scheduled at hell: Ell next Regufarmeet�ng -.may "mygifM A. ADJOURNED TO TUESDAY, AUGUST 31, 1993 AT 5:00 P.M. IN THE COUNCIL CHAMBERS. 2 ►IIIIIIIIIIIII��IIIIIIIIIIIIIIIIIIII� - CIty O sari lugs OBISPO *m4 �' miz COUNCIL AGENDA - -- %It4r 4 Tuesday, August 24. 1993 - 1:30 - 5:00 PM bagdist.wp(san) (8/10/93) Council Hearing Room, City Hall Agenda Distribution List 990 Palm Street, San Luis Obispo I. Unoaid. Subscrintions: (All mtgs:unless o/w noted) CALL TO ORDER: Mayor Pe Pinard AIA President Y g ASI President B.I.A. , Lynn Block ROLL CALL: Council Members Penny Rappa, Dave Rome Chamber of Commerce Vice Mayor Bill Roalman, and Mayor Peg Pil H.Ovitt, •Co.Spvrs.Chair Paul Hood, Co.Administraiiion Housing Authority KCB% KCOY PUBUC COMMENT PERIOD (Not: 46...b. xceed 15 minutes tot 1 KCPR: (2)Gen.Mgr.& News Dir. The Council welcomes,your Input. You may address the Cour KDDB and giving''it t. the'City Clerk prior to the meeting Time hind{ KEPT not allow:Council to take actlOn:on:issues noibm.the agenda KGLW such Items xKJG KSBY KVEC Library (front desk) Mustang Daily New Times Pac.Bell/Brad Schram Pac.Gas&Elec.Co/B.Boyer STUDY SESSION Planning Commission So.Calif.Gas Co./Vic Sterling SLO Area Coordinating Council Telegram-Tribune ► 1. FISCAL IMPACT ANALYSIS OF ANNEXATION (STATLI SLOCityEmp.Assoc/T.Girvin SLOFireBattChiefAssoc/S.Smith I. INTRODUCTION - PURPOSE OF THE WORKSHOP - Joh SLOFirefightersAssoc/D.WunschSLOMMgmt-ConfEmpAssoc/D.Cox SLOPoliceOffAssoc/T.DePriest II. FISCAL IMPACT ANALYSIS - WHAT IS IT? - Angus MactI SLOPolStaffOffAssoc/T.Costa For L.U.E... etc. 1993: III. EXPERIENCES IN OTHER CITIES I Cits.Ping.Alliance/C.Sanders I Earth Journal/Terry ECOSLO/Kurt Kupper Dunnivent Jerry Fraser, Principal Planner, City of Santa Maria Res.forQual.Neighbor./D.Connor Sierra Club/Tom Knepher Bill Feldmeier, Director of Financial Planning, City of Davii SLD Prop.OwnersAssoc. (&St.Rptj Dale Pfeiffer, Director of Public Works, City of Vacaville --- MG The City of San Luis Obispo is committed to include the disabled in all of its services,programs and activities.Telecommunications Device for the Deaf(805)781-7410. Please speak to the City Clerk before the meeting if you would like to use a device to assist you in hearing the meeting. % Council Agenda Tuesday, August 24, 1993 IV. SUMMARY/QUESTIONS & ANSWERS .............. ... .................... ..:..�!Z. QMM.1UNICATION sp.o..t.... t...6.. exceed.15:..m..... inA60 At this time,.any Cdincir ember or A M.n..istratV....e......Officer mayi'hforma11 y:upd.a...t..e....t..h e City Council ...: ... -o.:mpomih .....n ca phs.an d. . ..dis.cussion Du e to ate formal action orappraval :may not be taken Acton.om� ems:maybe:sche uI d at1he next Regular ...... meeting ss . ........... .... ... ....... ... ................ ............ .... ........ A. RECESS TO CLOSED SESSION. B. RECONVENE IN OPEN SESSION TO REPORT ON ACTION TAKEN. C. ADJOURN TO TUESDAY, AUGUST 31, 1993 AT6#�-M. IN THE LIBRARY COMMUNITY ROOM. 2 soly Charles Senn Sandi Sigurdson Dodie Williams 2840 El Cerrito 665 Buchon 438 Woodbridge San Luis Obispo, CA 93401 San Luis Obispo, CA 93401 San Luis Obispo, CA 93401 David Blaine Lauren Brown, Ph.D. Bob Davis Wells Fargo Bank JBL Scientific Apple Farm 1199 Grand Ave. 277 Granada Dr. 2015 Monterey Arroyo Grande, CA 93420 San Luis Obispo, CA 93401 San Luis Obispo, CA 93401 Anne Dinshaw Valerie Endres Bert Forbes Adobe Inn Vista Associates Ziatech Corporation 1473 Monterey 790 Islay St. 3433 Roberto Court San Luis Obispo, CA 93401 San Luis Obispo, CA 93401 San Luis Obispo, CA 93401 Ted Frankel Carol Garsten H Id io Tom's Toys Nature Gallery 6 682 Higuera St 844 Monterey St. L is is !A93406 San Luis Obispo, CA 93401 San Luis Obispo, CA 93401 Ray Nordquist Dominic Perello Wanda Strassburg 750 Pasatiempo 1591 Slack San Luis Sourdough San Luis Obispo, CA 93405 San Luis Obispo, CA 93405 3580 Sueldo St San Luis Obispo, CA 93401 Pat Veesart Pr 'd aten ak Mary Whittlesey 1570 Hansen Lane oly sty 1269 Fredericks San Luis Obispo, CA 93401 A 93407 San Luis Obispo, CA 93401 Brett Cross R. Gilbert Hoffman Barry Karleskint 1217 Mariners Cove 987 Capistrano Court 623 Jeffrey Dr. San Luis Obispo, CA 93405 San Luis Obispo, CA 93405 San Luis Obispo, CA 93405 11III^I�III�IIIIII�� III VJ f MEETING DATE: II AlCi o san Curs os�spo S'_ zq- 93 COUNCIL AGENDA REPORT ITEM NUMBER: FROM: William C. Statler, Director of Finance wze� SUBJECT: FISCAL IMPACT ANALYSIS OF ANNEXATION Since the Council's approval of proceeding with annexation of the Airport Area, concerns have been expressed regarding the fiscal impacts that would be associated with doing so. The purpose of this workshop is to familiarize the Council with the key concepts generally associated with performing fiscal impact analyses, and the role that this kind of analysis should play in evaluating annexation and land use issues. To facilitate this workshop, we have contracted with Angus MacDonald, a nationally recognized expert on urban economic issues, including fiscal impact analysis. In addition to sharing his knowledge with us,we have also invited representatives from three cities who are active in this area to discuss their experiences: ■ Jerry Fraser, Principal Planner City of Santa Maria ■ Bill Feldmeier, Director of Financial Planning City of Davis ■ Dale Pfeiffer, Director of Public Works City of Vacaville The proposed agenda for the workshop outlining the key areas to be covered is attached. i I AR\ANERFISC.YV Council Workshop Agenda — August 24, 1993 FISCAL IMPACT ANALYSIS OF ANNEXATION What Who I. INTRODUCTION — PURPOSE OF THE WORKSHOP. John Dunn II. FISCAL IMPACT ANAYLSIS — WHAT IS IT? Angus Mac Donald A. Overview of issue 1. What is the role of fiscal impact analysis in evaluating annexation/land use issues? 2. What is the difference — if any— between evaluating the impact of the annexation itself versus the land use decisions and development review process that will follow? B. What are the key variables/assumptions that are typically considered in performing fiscal impact analyses? For example: 1. Demographics — What do the new residents or businesses look like? 2. Absorption rates — How quickly will various components of the new development occur? 3. Timeframe — Over what period are we evaluating the impact? 4. Geography— How broadly or narrowly defined is the area to be analyzed? 5. Operating and capital costs 6. Average versus marginal costs 7. Allocation of costs and revenues between land use types 8. Internal shifting and redistribution of costs and revenues(regionally or locally) C. What do we typically fiord as a result of fiscal impact analyses? 1. Are there any"general"rules of thumb? 2. What factors appear to be the most important?(ie,land use,demographics?) D. How can development fees be used to mitigate adverse Fiscal impacts? Are times changing regarding their use?ie,incentives for development rather than fees? What other tools are available to mitigate potential adverse fiscal impacts? III. EXPERIENCES IN OTHER CITIES A. What's happening in other"savvy"communities?Case studies 1. Santa Maria Jerry Fraser 2. Davis Bill Feldmeier 3. Vacaville Dale Pfeiffer B. What's happening locally? Bill Statler 1. Paso Robles — Wal Mart 2. South County Fiscal Impact Analysis C. What experience has San Luis Obispo had with fiscal impact analysis? Bill Statler 1. Broad Street 2. Dalidio 3. Commercial scenarios — General Plan update IV. SUMMARY/QUESTIONS AND ANSWERS Council Members/ Workshop Participants