HomeMy WebLinkAbout01/06/2009, C 6 - ANNUAL STATEMENT OF DEVELOPMENT IMPACT FEES council MwigDa 1-6-09
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CITY OF SAN LU IS OBI SPO
FROM: Bill Statler, Director of Finance & Information Technology^ham
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 2007-08 (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 transferor 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 respectively.
Annual Statement of,Development Impact Fees Page 2
Impact Fee Statements for Fiscal Year 2007-08
Each of the statements shows revenues collected in 2007-08, 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 2007-08 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 2007-08. 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 2007-08
1-B Water impact fee schedule
2-A Wastewater impact fee statement for fiscal year 2007-08
2-B Wastewater impact fee schedule
3-A Transportation impact fee statement for fiscal year 2007-08
3-B Transportation impact fee schedule
G:Finance/General Finance/AB 1600 Annual Report/Council Agenda Report 2007-08
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Attachment 1-t3
WATER DEVELOPMENT IMPACT FEE SCHEDULE
Effective July 1, 2008
Area-Speck
"Add-0n"
Airport
EDU' Citywide Margarita
Residential:Per Unite __ _
Single Family Residential 1.0 $ 15,919 $ 888
Multi-Family Residential 0.8 12,735 710
Mobile Home 0.7 11,143 622
Non-Residential: Meter Size
3/4 Inch 1.0 15,919 888
1Inch 2.0 31,838 1,776
11/2 Inch 4.0 63,676 3,552
2Inch 6.4 101,882 5,683
3Inch 14.0 222,866 12,432
4Inch 22.0 350,218 19,536
16 Inch 1 45.0 716,355 1 39,960
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City of San Luis Obispo Attachment 3-A
Transportation2007-08
Sub-Area
City-wide LOUR
Impact Fees Impact Fees Total
Revenues
Impact Fees Collected 724,800 724,800
Developer reimbursement-signal Johnson @ Ella 92,800
Orcutt/Laurel developer reimbursement 250,000
Grant-Railraod safety trail-Phase 3 23,000
Grant-Higuera Widening Marsh-High 41,300
Interest Earned on Impact Fees 104,000 48,300 152,300
Total Revenues 1,235,900 48,300 1,284,200
Expenditures
LOVR/Hwy 101 Interchange:
City-Wide @ 36.3% 115,000 115,000
LOVR Sub-Area @ 63.7% 229,000 229,000
Higuera Widening Marsh-High 37,200 37,200
Orcutt Road widening 134,100 134,100
Railroad safety trail-Phase 3 100
Railroad safety trail-Phase 4 54,400
Railroad safety trail-Bridge crossings Hwy 101 14,100
Signal-Higuera @ Granada 26,900
Signal-Johnson @ Ella 213,100
Traffic volume counts
Traffic safety report implementation 1,900
Bicycle facility improvements 2,900
Traffic volume counts 40,600
Costco reimbursement 8,900
Developer Reimbursement
Total Expenditures 640,300 237,900 878,200
Revenues Over(Under)Expenditures 595,600 (189,600) 406,000
Operating Transfers Out 687,700 687,700
Balance,Beginning of Year(Prior Years 1995-2007) 2,774,100 267,100 3,041,200
Balance,June 30,2008 $4,057,400 $77,500 $4,134,900
Attachment 3-8
TRANSPORTATION IMPACT FEE SCHEDULE
Effective July 1,2008
Ckywild,Bass,TIF(except LO )
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Use catgot,,
ImpactiFesiscrUnift.
am3220 iou
M _ _._ _ _ _. ...2858. /O
Retall 6.783 /SF
Offloe/Busurawn;Pah 6.48 /
Service Com rmacud 3.50 ISF
InduAdal- 1.6. I P
H icy 5.47 /SF
MmeBlbtel 1495 /Room
Service Sunon lincludes 1.000 W.ft 7,607 IFuell Mon
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TiF
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rSbertal' 2356- MU 3803 IOU
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ss Pah" - - .33 /Sf 6.94 /F
rcres 2.89 /SF 8. /SF
1.54 ISF 3A8 ISF
4.51 /SFIIISF"
1233 /Room 2,990 /RoomI L sq. 6,2 3 /seting n' 73,148 a n0 n
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Nob^Hospital Fe far LOVR Adds Is cekulabd A 17.57Ika/from the RE Trip Garrora0on Manel 7th EdIdon
Nab^:Service StRUm Fe for LOVR Addmn Is calculated 01691fudin8 scallion and 45%possibly race from the RE Trip Gnantlan Manual 7th Edition
Nob-:Cwivrisiwr of PM trip rate to AOT or Sub Arae vas 10%to en fn calculations
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use WasciFesPorUnit Sub-Am Add-On
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MuWandy Re¢Y aftol 7858 Am NIA
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b Farnily ResbelNal 2rV3 IOU BASS IOU
huuft4fandv Residential 2,105 IDUSAM IOU.
Rall 4.99 ISF 40.10 /SF
OMelSusress Park 4.70 ISF 1828. -
--IU-Service Commar421 2.68 ISF 8.17 ISF
IrKiLlwal 1.37 F 1A3 ISF
Hospice 4.03 ISF W4. ISF.
Molaw.1ol 7101atom 6674 IRoem
Service Station m:Iudes 1.=00 sq.8. Seca /Fueling Stwoon 19,675 1pualn S on
OMer 222 --IAOT rl an /AOTTr
ob: a on se resolution s a a Wady been bpasd to tip lrooan oo
Nob:SUBvAre Fe(Par TNR not adopted a part of Uh ufactu late Is actual SF P to&A and a Fe based upon SFR rob)
Nob':Service l Fea boreisl Rab:151 calculated
Indurtiate/it 7.VW eMlt6 rob Trip an par 61A and RASP
Nab^:NnspWl Faa far MA Atldan IF elwbb0 a117.6711b/ham tlla RE Trip Geentlan Menel7q EOftbn
Nab-:Service Station FM for MA Adds Is caleulabd M 1631/wUn6 alatlon and 85%passby race beer the ITE Trip Gar ancon Manual 7th Eciftbn
Nab"":Comarabaa/PM Wp rm b ADT or Sub Area ws 10%b up Mcalculations
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6.78 ISF - 10.57 ISF
PahSAB ISF 4,30 /SFeercial3.30 !SF
uf 1.87 ISF 0.75 /SF
- 547 ISF 571 .ISF
7 495 /Room 2 655 /Roamn inciudes l00)w.ft. 7,007 IF Station 791(1 IFSbtlon
Over 301 IAU1 We326 ADTT
ouc Gulonce,Few In Chiradde TIFsince all AASP OR ab not in vnin as,p
Nob:SUB-Ares Fn Includes Plan Prapabton Fe(Per Trip net adapted as part of M resolution but Is actual band upon Service Commercial Q 10.15 ADTSBF)
Nob':Service Conlin rclal Ral,10.1 SIKSF;IndmtrisVManulacturirq rob 2.021KSF per MA and AASP -
Note":Hospital Fe for AA Ad"n Is calculated at 17.57/Wf from the RE Trip Geeradon Manuel 70,Edition
Nob'^:Service Statin Fe for AA Adds Is calculated rt 1631fuWlnp station and BSK penby race born the RE Trip Generation Manual 711e Edition
Note-:Conversion of PM trip rate ta AOT or Sub Am was 10%b acs be calculations
Attachment 3-B
TIFLOVR AMFee Per Unh m SubAM AEE4n .- SubAm Add-On
2,655 IOU 5,486 Mu
MWN RWpemWl IOU ]60] IOU
5.557 ISF 1].I] SF O /SF
oruwffluaneu Palk 53].S ISF 6.04 SF 1.20 SF
SerAce f4mmerdal 3.666 ISF LOS ISF 330 SF
IMuftrlaVMan 13]6 ISF ]AO ISF 0.75 /SF
M 1311 ISF OAS ISP' - 0.71 —/SF—
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