HomeMy WebLinkAbout12/07/2004, C13 - ANNUAL STATEMENT OF DEVELOPMENT IMPACT FEES council M.".D� 12-7-04
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CITY OF SAN LUIS O B I S P O
FROM: Bill Statler, Director of Finance &Information Technology
Prepared By: Carolyn Dominguez,Finance Manager ea�
SUBJECT: ANNUAL STATEMENT OF DEVELOPMENT IMPACT FEES
CAO RECOMMENDATION
Receive and file annual statements of revenues and expenditures from development impact fees
for 2003-04 (water, wastewater and transportation).
DISCUSSION
Background
On September 3, 1991, the Council adopted Ordinance 1200 implementing water and wastewater
impact fees. On April 5, 1994, the Council adopted Ordinance 1256 implementing transportation
impact fees. These fees are to be used in mitigating the impacts of future development on water,
wastewater and transportation facilities. These fees were implemented within the regulatory
guidelines of AB 1600 and continue to be regulated by this legislation. Resolution No. 9318
(2002 Series) states that within one hundred and eighty (180) days of the close of each fiscal.
year, the Director of Finance shall make available to the public an accounting of these fees, and
the Council shall review that.information at its next regular public meeting. AB 1600, which was
revised with the passage of SB 1693, outlines the information to be included in the report as
follows:
1. Brief description of the type of fee.
2. Amount of the fee.
3. Beginning and ending balance of the account.
4. Amount of the fees collected and any interest earned.
5. Identification of each public improvement on which fees were expended and the amount of
the expenditures on each improvement including percentage of the cost of public
improvement that was funded with the fees.
6. If an agency determines that sufficient funds have been collected to complete financing on an
incomplete public improvement, when construction of the improvement will commence.
7. Description of each interfund transfer or loan.
8. Amount of any refunds.
In order to comply with these requirements, water, wastewater, and transportation impact fee
statements have been prepared and are included as Attachments 1, 2 and 3 respectively.
Annual Statement of Development Impact Fees Page 2
Impact Fee Statements for Fiscal Year 2003-04
Both the water and wastewater impact fee statements show the amount of fees collected during
fiscal years 1991-92 through 2003-04. The transportation impact fee statement shows the
amount of fees collected during fiscal years 1995-96 through 2003-04, as the impact fee was
implemented July 1, 1995. The project and debt service costs listed are the obligations analyzed
in the impact fee study adopted by the Council upon which the fees are based. Since total costs
were used in the analysis, prior expenditures for these facilities are available to be funded by the
impact fees along with current year expenditures.
It should be noted that only the percentage of the expenditures attributable to future development
as identified in the impact fee studies for the wastewater and transportation calculation, and the
Urban Water Management Plan for the water calculation, are identified for funding from the
impact fees.
Fees Under Review
Transportation impact fees are under final review and the results should be available for Council
consideration early in 2005.
Summary
To comply with AB 1600, the City must make available to the public an annual statement
showing the collection of impact fees and how these fees were spent. The attached exhibits
provide the appropriate information to meet the City's responsibility. All three impact fee
statements show a positive balance remaining at the end of 2003-04. We anticipate expending
these balances for approved capital.improvement projects within the next five years.
ATTACHMENTS
1-A Water impact fee statement for fiscal year 2003-04
1-B Water impact fee schedule
2-A Wastewater impact fee statement for fiscal year 2003-04
2-13 Wastewater impact fee schedule
3-A Transportation impact fee statement for fiscal year 2003-04
3-B Transportation impact fee schedule
G:Finance/AB 1600 Annual Report/Council Agenda Report 2003-04
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WATER DEVELOPMENT IMPACT FEE
Effective September 1, 2004
Area-Specific
Add-0n
Airport
EDU* Citywide Margarita
ResiilentiaL•..Per'Unit._...._ .: `
Single Family Residential 1.0 $ 13,967 $ 779
Multi-Family Residential 0.8 11;174 623
Mobile Nome 0.7 9,777 _545_
Non-Residential Meter Size
Inch 1.0 13,967 779
1 Inch 2.0 27,934 1,558
1 Inch 4.0 55,868 3,116
2Inch 6.4 89,389 4,986
3 Inch 14.0 195,538 10,906
4Inch 22.0 307,274 17,138
6 Inch 45.0 628,515 .___. 35,055
" Equivalent Dwelling Unit
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WASTEWATER DEVELOPMENT IMPACT FEE SCHEDULE
EFFECTIVE SEPTEMBER 1, 2004
Area-3 ecific. Ad
Airport Dalidlo
Margarita Madonna Irish
EDU' Citywide Edna4slay McBride Hills Orcutt
Residential
Per Unit
Single Family Residential 1.0
$ 3;377 $ 1,489 $ 216 $ 383 $ .2,717
Multi-Family Residential 0.8
2,702 1,191 173 306 2,174
Mobile Home 0.7 2,364 1,042 151 268 1,902
Non-Residential
Meter Size
Inch 1.0 3,495 1,489 216 383 2,717
11nch 2.0 6,990 2,978 432 766 51434
1 Inch 4.0 13,980 5,956 864 1,532 10,868
21nch 6.4 22,368 9,530 1,382 2,451 17,389
31nch 14.0 48,930 20,846 3,024 5,362 38,038
41nch 22.0 76,890 32,758 4,752 8,426 59,774
16-Inch_ 45.0 1 157,275. 67,005. 9,720 1 17.2351 122,265
' Equivalent dwelling unit
Citywide non-residential EDU is adjusted upwards by about 3.5%to account for higher discharge strengths
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City of San Luis Obispo Attachment 3-A
Transportation00
Sub-Area
City-wide LOVR
Impact Fees Impact Fees Total
Revenues
Impact Fees Collected 284,400 284,400
Interest Earned on Impact Fees 15,200 15,200
Total Revenues 299,600 299,600
Expenditures
Railroad Safety Trail Phase 3 5,600 5,600
Montalban Bridge 4,300 4,300
LOVR/Hwy 101 Interchange:
City-Wide @ 36.3% 9,200 9,200
LOVR Sub-Area @ 63.7% 16,200 16,200
Bill Roalman Bicycle Boulevard 123,200 123,200
Bicycle Projects 2,500 2,500
Total Expenditures 144,800 16,200 161,000
Revenues Over(Under)Expenditures 154,800 (16,200) 138,600
Balance,Beginning of Year 1,515,100 585,700 2,100,800
Balance,June 30,2004 $1,6691900 $5699500 $2,239,400
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Attachment
TRANSPORTATION IMPACT FEES
EFFECTIVE JULY 1. 2004
Category Fee
Base Fee City-wide(Except LOVR/US 101 Interchange Sub Area)
Single Family Residential $ 1,519/DU
Multi-Family Residential $ 1,348/DU
Retail* $2,398/KSF*
Office $ 3,049/KSF
Service Commercial $ 1,653/KSF
Industrial $ 879/KSF
Hospital $2,729/KSF
Motel/Hotel* $ 705/Room*
Service Station(includes 1,000 square feet) ** $ 1,305/Pump
Other $ 142/Trip
* Fees for retail and hotel/motel are set at 50% of the adjusted study costs in recognition of the fiscal
benefits these developments bring to the City.
** Square footage above this amount will be charged at the service commercial rate,excluding structures
that are specifically built to cover pump areas.
DU=Dwelling Unit
KSF=1,000 Square Fee
Base Fee for LOVR/US 101 Interchange Sub Area
Single Family Residential/Duplex $ 1,284/DU
Multi-Family Residential $ 1,139/DU
Retail* $2,026/KSF
Office $ 2,576/KSF
Service Commercial $ 1,397/KSF
Industrial $ 743/KSF
Hospital $ 2,306
Motel/Hotel $ 596/Room
Service Station(includes 1,000 sq. ft.)** $ 1,104/Pump
Other $ 120/ADT
* Fees for retail and hotel/motel are set at 50% of the adjusted study costs in recognition of the fiscal
benefits these developments bring to the City.
** Square footage above this amount will be charged at the service commercial rate,excluding structures
that are specifically built to cover pump areas.
Square footage is gross leaseable square footage.
DU=Dwelling Unit
ADT=Average Daily Trip
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Los Osos Valley Road/US 101 Interchange Sub Area Add-on Fees Attachment 3
(Fees are in addition to the Base Fee for LOVRIUS101 Interchange Sub Area)
Single Family Residential/Duplex $ 945/DU
Multi-Family Residential $ 580/DU
Retail Drive Thru* $ 18.85/sq. ft. **
Retail High $ 9.45/sq. ft.
Retail Strip $ 6.75/sq. ft.
Retail Specialty $ 6.50/sq. ft.
Retail Auto $ 4.25/sq. ft.
Retail Medium $ 3.85/sq. ft.
Hotel $ 1,240/Room
Other $2,228/PM Trip
* Use is for fast food type commercial even though existing City ordinance restricts drive thru facilities.
** Square footage is gross leaseable square footage.
DU=Dwelling Unit
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