HomeMy WebLinkAbout11/15/2005, C6 - ANNUAL STATEMENT OF DEVELOPMENT IMPACT FEES i
councit Dee 11-15-05
j acEnna Repoat N c - --
CITY OF 'SAN LUIS OBISPO
FROM: Bill Statler, Director of Finance&Information Technology
Prepared By: Carolyn Dominguez,Finance Manager
SUBJECT: ANNUAL STATEMENT OF DEVELOPMENT IMPACT FEES
CAO RECOMMENDATION
Receive and file annual statements of revenues and expenditures from development impact fees
for 2004=05 (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 & Information Technology will make available to the public an
accounting of these fees, and the Council will 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.
T 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.
1
Annual Statement of Development Impact Fees Page 2_
Impact Fee Statements for Fiscal Year 200405
Both the water and wastewater impact fee statements show the amount of fees collected during
fiscal years 1991-92 through 2004-05. The transportation impact fee statement shows the
amount of fees collected during fiscal years 1995-96 through 2004-05, 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
An update to the transportation impact fees is under review and the results should be available
for Council consideration early in 2006.
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 2004-05. 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 2004-05
1-B Water impact fee schedule
2-A Wastewater impact fee statement for fiscal year 2004-05
2-B Wastewater impact fee schedule
3-A Transportation impact fee statement for fiscal year 2004-05
3-B Transportation impact fee schedule
G;Finance/All 1600 Annual Re
poNCouncil Agenda Report 2004-05
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WATER DEVELOPMENT IMPACT FEE
Effective July-1,20.05
-Area-specific
"Add-0e
Airport
EDU* Citywide Margarita
Residentiik Per Unit ------- ------
Single Family Residential 1:0 $ -14,-428- —$— 805
Multi-Family Residential 0.8 11. 542 644
Mobile Home - 0.7 10,100 564
Non-Residential
3/4 Inch 1.0 14,428 A805
1 Inch 2.0 28,856 1,610
11/2Inch 4.0 57,712 3,220
2 Inch 6.4 92,339 5,152
3Inch 14.0 201,992 11,270
4Inch 22.0 317,416 17,710
6 Inch _ 45.0 649;260 36,225
` Equivalent Dwelling Unit
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Attachment z'
WASTEWATER DEVELOPMENT IMPACT FEE SCHEDULE.
EFFECTIVE.JULY 1, 2605-. Impact Fee
_
Areas eciflc"Add-0n"
Airport Dalidi.o
Margarita Madonna Irish
EDU' -Citywide Edna4slay- McBride Hills Orcutt _
Residential - - - - -
Per Unit
Single Family Residential 1.0
$ 3,488 $ 1,538 $ 223 $ 396 $ 2,807
Multi-Family Residential 0.8
2,790 1,230 178 317 2;246
Mobile Home 0.7 .2,442 1,077 156 277 1,965
Non-Residential
Meter She
3/4 Inch 1.0 3,610 1;538 223 396' 2,807
IInch 2.0 7,220 3,076 446 792 5,614
11/2 Inch 4.0 14,440 6„152 892 1,584 1.1,228
2Inch 6.4 23,104 9,843 1,427 2,534' 17,965
3Inch 14.0 50,540 21,532 3,122 5,544 39,298
4Inch 22.0 79,420 33,836 4,966 8,712 61,754
16 Inch 1 45.0 1 162,4501 69;210 1 10,035 17,820 126,315
Equivalent dwelling unit
Citywide non-residential EDU is adjusted upwards by about 3.5%to account for higher discharge strengths
City of San Luis Obispo attachment 3-4
Transportation Impact - for-Fiscal2004-05
Sub-Area
City-wide LOVR
Impact Fees Impact Fees. _Total
Revenues
Impact Fees Collected 521,000 521,000
Interest Earned on Impact Fees 44;900 _ _ 44,900
Total Revenues 565,900 - 565,900
Expenditures
Railroad Safety Trail Phase 1,600 1,600
Montalban Bridge 2,900 2,900
LOVRMwy 101 Interchange;
City-Wide @ 36.3% 44,800 44,800
LOUR Sub-Area @ 63.7% 78,700 78,700
Higuera-Margarita signal reimbursement 40,900 40,900
Higuera widening Marsh-High(net of$65,000 grant) 7,500 7,500
Foothill Bridge 50,000 50,000
Prado Road bridge widening 22,600 22,600
Orcutt Road widening 559;100 .559,100
Total Expenditures . 729,400 78,700 808,100
Revenues Over(Under)Expenditures (143,500) (78,700) (242,200)
Balance,Beginning of Year(Prior Years 1995-2004) 1,669,900 569;500 2,239,400
Balance,June 30,2005 $1,506,400 $490,800 _ $1,997,200
Attach M_ Wt3-
TRANSPORTATION IMPACT FEES
EFFECTIVE JULY-1, 2005 -
Category Fee
Base Fee City-wide(EgceptLOVR/US 101 Interchange Sub Area)
Single Family Residential $ 1,569.00/DU
Multi-Family Residential $ 1,392.00/DU
Retail* $2,477'.00/KSF*
Office $ 3,150.00/KSF
Service Commercial $ 1,708.00/KSF
Industrial $ 908.00/KSF
Hospital $2,819.00/KSF
Motel/Hotel* $ 728.00/Room*
Service Station(includes 1,000 square feet) ** $ 1,348.00/Pump
Other $ . 147.00/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 L_OVR/US 101 Interchange Sub Area
Single Family Residential/Duplex $ 1,326/DU
Multi-Family Residential $ 1,177/DU
Retail* $2;093/KSF
Office $2;66l/KSF
Service Commercial $ 1,443/KSF
Industrial $ 768/KSF
Hospital $2,382
Motel/Hotel $ 616/Room
Service Station(includes 1,000 sq. ft.)** $ 1,140/Pump
Other $ 124/ADT
* Fees for retail and hotel/motel are set at 501/6 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