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HomeMy WebLinkAbout12/18/2007, C5 - ANNUAL STATEMENT OF DEVELOPMENT IMPACT FEES council M,6.gD� 12.18.07 j acenaa PepoRt U..Numd. CITY OF SAN LUIS OBISPO FROM: Bill Statler, Director of Finance &Information Technology Debbie Malicoat,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 2006-07 (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. Annual Statement of Development Impact Fees Page 2 Impact Fee Statements for Fiscal Year 2006-07 Each of the statements shows revenues collected in 2006-07, related expenditures and remaining balances. It should be noted that only the percentage of the expenditures attributable to future development as identified in detailed impact fee studies are identified for funding from the impact fees. The fee schedules in place during 2006-07 are also provided. 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 2006-07. 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 2006-07 1-B Water impact fee schedule 2-A Wastewater impact fee statement for fiscal year 2006-07 2-B Wastewater impact fee schedule 3-A Transportation impact fee statement for fiscal year 2006-07 3-13 Transportation impact fee schedule G:Fwance/AB 1600 Annual Report/Council Agenda Report 2006-07 �.�-z a r o00 = o a tn o in C � � vNiMtn c vine E ¢ E a io). 0 cis S Q u o 0 3 — So z ; g88 � � o 0000 0 3 v cnc� 0 0q� rn0ot'- r r- � a -• e M Viz y EWWa .-; )O MNCM .� �O O P O M O vI I� O M �o 00 r- O ..+ N rn to .O Q D\ m N v N c7 V) N V) �O V1 N N lz M ossu� � sss mss � �o �o �o � oav Dov V, 00000006 da 06aCi V) V7 V1 M N N N V1 N N O SNcccco0 $ g0 SV - N F O� No0C - l� l� l� � C OC l�7 ,o V1 O M Vl M V) �o --� to -� D\ O a Nm b h N n -� cn O O, 00 V) M o � � S g SEgo p Ln M M 00 R O O Ln O) N N 4 R 00 �O ' O F � cc00rntn �g � � 0 S 8 7+ VVO •y . � Nr- V (•) lr00 =� Nn0 000 h N V) � O n • 69 h O � L d � 'fl a c v > O O O a > v 0 '-' o • ° ¢� E O �°0 a' ° ° t° E o Ul o a � z .-" _ ft o eq C ° o `ate E ti o 00 co to A, N • ° d 0 cu O • D E cl p, >, y � � $ o NUd n °' j ° .> r W c a G C V x A � F W hz33oaa33A F m - Attachment 1-B WATER DEVELOPMENT IMPACT FEE SCHEDULE Effective July 1, 2007 Area-Specific "Add-On" Airport EDU* Citywide Margarita Residential:Per Unit Single Family Residential 1.0 $ 15,292 $ 853 Multi-Family Residential 0.8 12,234 682 Mobile Home 0.7 10,704 597 Non-Residential: Meter Size_ 3/4 Inch 1.0 15,292 853 1 Inch 2.0 30,584 1,706 11/2 Inch 4.0 61,168 3,412 2Inch 6.4 97,869 5,459 3Inch 14.0 214,088 11,942 4Inch 22.0 336,424 18,766 6Inch 45.0 688,140 38,385 ' Equivalent Dwelling Unit -y .. e 00 00 C O Ec v < t U So a � h O h N h h y C a h Q C O V�1 P H N d O�p �.,pA O- � — N v z o � d �, v! � r V O e0'1. eery fn a D\ a a f7 O m C 6 s SO N p r p p O O O S b • � v vn a c �O — h eV 00 7 N V 7 - 10 It tn h ¢ N N N un be S h O p pp p� 06 v < c%o ae c' fT aO R c v v �0ccviri a o v� O v — o a vi o "7 � en s g g ;o vo r n U m � � � N r) �O C N N `eJ O O O O O O O O O S r O N N r �•' a C ri 00 � 7 O r r1 N 00 n O O _ f 6q N M H h $ c S O >1N o m u C Q rz E y E J m r = i c 6 E c m o f s c c �S W a 0 c °o E = w f u q O V W E y nyW J \ 2 LO k§ 0 0 0 0 0 7i ! § � _ V S \\ \\ 0, � Ld CS .2 _ ` { 6969 49 to 49 0 - 0 It §o \\\\& - § _ Ncn r, - 3 LL � ■ � �LU - w Lq LL \\ GoW v Cl) \ . 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J, ■ w �2 ! ! 2001 ��-� City of San Luis Obispo Attachment 3-A Transportation Impact Fee Statement for Fiscal Year 2006-07 Sub-Area City-wide LOVR Impact Fees Impact Fees Total Revenues Impact Fees Collected 614,500 770,800 1,385,300 Interest Earned on Impact Fees 181,300 76,000 257,300 Total Revenues 795,800 846,800 1,642,600 Expenditures LOVR/Hwy 101 Interchange: City-Wide @ 36.3% 148;500 148,500 LOVR Sub-Area @ 63.7% 234,400 234,400 Higuera Widening Marsh-High(net of$65,000 grant) 4,200 4,200 Orcutt Road widening 46,700 46,700 Railroad safety trail-Phase 3 14,600 Railroad safety trail-Phase 4 12,400 Signal-Higuera @ Granada 117,600 Signal-Johnson @ Ella 800 Traffic safety report implementation 36,000 Costco reimbursement 1,513,000 Developer Reimbursement - Total Expenditures 380,800 1,747,400 2,128,200 Revenues Over(Under)Expenditures 415,000 (900,600) (485,600) Operating Transfers Out - Balance,Beginning of Year(Prior Years 1995-2006) 2,359,100 1,167,700 3,526,800 Balance,June 30,2007 $2,774,100 $267,100 $3,041,200 C=s-7 Attachment 3-B TRANSPORTATION IMPACT FEES EFFECTIVE JULY 1, 2007 Category Fee Base Fee City-wide(Except LOVR/Prado Road Interchange Sub Area) Single Family Residential $3,093.00/DU Multi-Family Residential $2,745.00/DU Retail* $6,516.00/KSF* Office $6,203.00/KSF Service Commercial $3,364.00/KSF Industrial $ 1,792.00/KSF Hospital $5,258.00/KSF Motel/Hotel* $ 1,436.00/Room* Service Station (includes 1,000 square feet) ** $7,307.00/Pump Other $ 289.00/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 LOVR Interchange Sub Area Single Family Residential/Duplex $2,550.00/DU Multi-Family Residential $2,263.00/DU Retail* $5,367.00/KSF Office $5,115.00/KSF Service Commercial $ 2,774.00/KSF Industrial $ 1,477.00/KSF Hospital $4,336.00/KSF Motel/Hotel $ 1,184.00/Room Service Station (includes 1,000 sq. ft.)** $6,026.00/Pump Other $ 238.00/ADT CS-�' 1 Attachment.3-B Base Fee for Prado Road Interchange Sub Area Single Family Residential/Duplex $2,280.00/DU Multi-Family Residential $2,022.00/DU Retail* $4,789.00/KSF Office $4,570.00/KSF Service Commercial $2,478.00/KSF Industrial $ 1,320.00/KSF Hospital $ 3,874.00/KSF Motel/Hotel $ 1,058.00/Room Service Station (includes 1,000 sq. ft.)** $ 5,384.00/Pump Other $ 213.00/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 $5,270.00/DU Multi-Family Residential $3,461.00/DU Retail $ 12.71/sq. ft. Retail Auto $ 10.37/sq. ft. Hotel/Motel $2,872.00Room Business Park $ 6.67/sq.ft. Manufacturing $ 3.83/sq.ft. Service Commercial $ 7.74/sq.ft. Other $5,166.00/PM Trip Note:Due to the variety of uses possible in Service Commercial,fee is based upon ITE Land UsetTrip Estimates for Office Park Designation. DU=Dwelling Unit CS-9