HomeMy WebLinkAbout12/05/2006, C5 - ANNUAL STATEMENT OF DEVELOPMENT IMPACT FEES council Wel.,D� a-5-06
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CITY O F SAN LU I S O B 1 S P 0
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 2005-06 (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.
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.
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Annual Statement of Development Impact Fees Page 2
Impact Fee Statements for Fiscal Year 2005-06
Both the water and wastewater impact fee statements show the amount of fees collected during
fiscal years 1991-92 through 2005-06. The transportation impact fee statement shows the
amount of fees collected during fiscal years 1995-96 through 2005-06, 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
Water System Master Plan for the water calculation, are identified for funding from the impact
fees.
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 2005-06. 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 2005-06
1-B Water impact fee schedule
2-A Wastewater impact fee statement for fiscal year 2005-06
2-B Wastewater impact fee schedule
3-A Transportation impact fee statement for fiscal year 2005-06
3-B Transportation impact fee schedule
G:Finance/AB 1600 Annual Report/Council Agenda Report 2005-06
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WATER DEVELOPMENT IMPACT FEE
Effective July 1_, 2006
Area-Specific
"Add-0n"
Airport
EDU_' Citywide Margarita
Residential: Per Unit
Single Family Residential 1.0 $ 14,919 $ 832
Multi-Family Residential 0.8 11,935 666
Mobile Home 0.7 10,443 582
Non-Residential`. Meter Size
3/4 Inch 1.0 14,919 832
1Inch 2.0 29,838 1,664
11/2 Inch 4.0 59,676 3,328
2Inch 6.4 95,482 5,325
3Inch 14.0 208,866 11,648
4Inch 22.0 328,218 18,304
16 Inch 45.0 671,355 37,440
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City of San Luis Obispo Attachment 3-A
Transportation Impact Fee Statement for Fiscal Year.2005 06
Sub-Area
City-wide LOVR
Impact Fees Impact Fees Total
Revenues
Impact Fees Collected 982,700 763,600 1,746,300
Interest Earned on Impact Fees 81,300 81,300
Total Revenues 1,064,000 763,600 1,827,600
Expenditures
LOVR/Hwy 101 Interchange:
City-Wide @ 36.3% 49,400 49,400
LOVR Sub-Area @ 63.7% 86,700 86,700
Higuera Widening Marsh-High(net of$65,000 grant) 24,100 24,100
Orcutt Road widening 45,200 45,200
Developer Reimbursement 40,600 40,600
Total Expenditures 159,300 86,700 246,000
Revenues Over(Under)Expenditures 904,700 676,900 1,581,600
Operating Transfers Out (52,000) (52,000)
Balance,Beginning of Year(Prior Years 1995-2005) 1,506,400 490,800 1,997,200
Balance,June 30,2006 $2,359,100 $1,167,700 $3,526,800
TRANSPORTATION IMPACT FEES
EFFECTIVE JULY 2, 2006
Category Fee
Base Fee City-wide(Except LOVR/Prado Road Interchange Sub Area)
Single Family Residential $3,018.00/DU
Multi-Family Residential $ 2,678.00/DU
Retail* $6,357.00/KSF*
Office $ 6,052.00/KSF
Service Commercial $ 3,282.00/KSF
Industrial $ 1,748-OO/KSF
Hospital $ 5,130.00/KSF
Motel/Hotel* $ 1,401.00/Room*
Service Station(includes 1,000 square feet) ** $ 7,129.00/Pump
Other $ 282.00/Trip
* Fees for retail and hoteUmotel 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 Interchange Sub Area
Single Family Residential/Duplex $ 2,488.00/DU
Multi-Family Residential $ 2,208.00/DU
Retail* $ 5,236.00/KSF
Office $4,990.00/KSF
Service Commercial $2,706.00/KSF
Industrial $ 1,441.00/KSF
Hospital $4,230.00/KSF
Motel/Hotel $ 1,155.00/Room
Service Station(includes 1,000 sq. ft.)** $ 5,879.00/Pump
Other $ 232.00/ADT
Base Fee for Prado Road Interchange Sub Area r a
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Attachments-a)
Single Family Residential/Duplex $2,224.00/DU
Multi-Family Residential $ 1,973.00/DU
Retail* $4,672.00/KSF
Office $4,459.00/KSF
Service Commercial $2,418.00/KSF
Industrial $ 1,288.00/KSF
Hospital $3,780.00/KSF
Motel/Hotel $ 1,032.00/Room
Service Station(includes 1,000 sq. ft.)** $ 5,253.00/Pump
Other $ 208.00/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,
Los Osos Valley Road/US 101 Interchange Sub Area Add-on Fees
(Fees are in addition to the Base Fee for LOVR/Prado Road Interchange Sub Area)
Single Family Residential/Duplex $ 5,141.00/DU
Multi-Family Residential $ 3,377.00/DU
Retail $ 12.40/sq. ft.
Retail Auto $ 10.11/sq. ft.
Hotel/Motel $ 2,802.00Room
Business Park $ 6.50/sq.ft.
Manufacturing $ 3.73/sq.f1.
Service Commercial $ 7.55/sq.ft
Other $ 5,040.00/PM Trip
Note:Due to the variety of uses possible in Service Commercial,fee is based upon ITE Land Use/Trip
Estimates for Office Park Designation.
DU=Dwelling Unit