HomeMy WebLinkAbout01/04/2011, C5 - ANNUAL STATEMENT OF DEVELOPMENT IMPACT FEES council M.fi"Da 12-7-1
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Iceu�NumLer Agenda Repoizt C5
CITY OF SAN LUIS 0BI, SPO
FROM: Mary Bradley, Interim Director of Finance & Information Technology
Debbie Malicoat, Finance Manager
SUBJECT: ANNUAL STATEMENT OF DEVELOPMENT IMPACT FEES
RECOMMENDATION
Receive and file annual statements of revenues and expenditures from development impact fees
for 2009-10 (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 ofthe 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 2009-10
Each of the statements shows revenues collected in 2009-10, 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 2009-10 are also provided.
Compliance with Proposition 26
Proposition 26 was passed by the voters in November 2010 and requires two-thirds voter
approval to impose new, or increase or extend existing regulatory fees. The proposition included
some exceptions, one of which is "a charge imposed as a condition of property development"
such as the impact fees that are the subject of this report. Therefore Proposition 26 has no
impact on these fees subject to this reporting requirement.
FISCAL IMPACT
The water and transportation impact fee statements show a positive balance remaining at the end
of 2009-10. We anticipate expending these balances for approved capital improvement projects
within the next five years. The wastewater impact fee statement shows a negative balance
remaining at the end of 2009-10 indicating that the City has incurred expenses that will be
reimbursed through the collection of future impact fees. Wastewater fund reserves have been
used to offset the current negative balance.
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. This report does not
propose to increase or change the development impact fees that have been adopted by the City; it
just provides information on the collection and spending of the impact fees. Any proposed
change in the water and wastewater development impact fees will return to the Council when the
Development Impact Fee Study is completed which is anticipated next year.
ATTACHMENTS
1-A Water impact fee statement for fiscal year 2009-10
1-B Water impact fee schedule
2-A Wastewater impact fee statement for fiscal year 2009-10
2-13 Wastewater impact fee schedule
3-A Transportation impact fee statement for fiscal year 2009-10
3-B Transportation impact fee schedule
G:\Finance Division\Accounting\AB 1600 Annual Report-Dev Impact Fees\2009-10\Council Agenda Report 2009-10.doc
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WATER DEVELOPMENT IMPACT FEE SCHEDULE
Effective July 1, 2009
Area-Specific
"Add-On"
Airport
EDU* Citywide Margarita
Residential: Per'Unit.
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
314 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
6Inch 45.0 $716,355 $39,960
* Equivalent Dwelling Unit
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