HomeMy WebLinkAbout4/3/2018 Item 11, Codron
City of San Luis Obispo, Council Memorandum
Date: April 3, 2018
TO: Mayor and City Council
FROM: Michael Codron, Community Development Director
VIA: Derek Johnson, City Manager DJ
SUBJECT: Item #11: Capital Facilities Fee Program and Water and Wastewater Development
Impact Fee Program Response to City Council Questions
On April 2, 2018 city staff received the following questions regarding the Capital Facilities Fee
Program (CFF Program) and the Water and Wastewater Development Impact Fee Program.
Provided below are summarized versions of the questions followed by staff responses:
1. Jobs/Housing Balance. On packet page 264, the table shows population and jobs both
increasing by 21.3%. Does the LUCE show a more gradual improvement of the jobs/housing
ratio, which would imply that the number of jobs would increase more slowly than the
population. If so, is the table on packet page 264 accurate?
Response: The Population, Jobs and Service Population table shown on packet page 264
is accurate. As shown in Table 3 of the Land Use Element, provided below, a one percent
City population growth projection was used to estimate the population by 2035. The same
projection was used for the CFF Nexus Study to ensure consistency with the General Plan.
The General Plan also has policies that aim to keep the non-residential growth rate around
one percent, which is reflected in the projected jobs and service populations figures that
are shown in the CFF Nexus Study. The amount of commercial vs. residential development
at any one time will fluctuate based on market factors, such as available land. Even though
the LUCE does not include a phasing plan, the end result at build-out is an improved
jobs/housing balance.
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2. Policy Reductions for Office/Service and Industrial. Why is a policy-based reduction in
the fees for office/service (packet page 330) being considered for feasibility? Since
commercial development appears to be strong, could the feasibility threshold for
office/service uses support fees without policy reductions?
Response: When the feasibility prototypes were presented to City Council during the study
sessions in October 2017 and January 2018, staff and the consultant team heard consensus
from the Council to not charge the maximum fees shown in the Nexus Study, and to return
with fees that were under the industry recognized feasibility thresholds (as indicated by the
green , yellow, and red lines for each development prototype) for all development types,
and to incentivize the development of residential units, particularly missing middle and
affordable units.
The feasibility analysis that was presented to Council at the January study session showed
the maximum fees for the office/service and industrial uses was approaching the red line,
which is an indication that the fees may be too high for development of those land uses.
The price per square foot assumptions used for that analysis is based on current market
conditions. Therefore, staff is returning with a recommendation for a policy reduction
strategy that discounts office/service and industrial fees by 15 percent, to take into
consideration market fluctuations/downturns, so that development of office/service and
industrial uses will be within the range of feasibility even if the price per square foot are
reduced.
3. Policy Reductions for Retail/Hotel. Why is staff recommending policy discounts for
retail/hotel and other high trip generation uses, as indicated in the Change in Transportation
Fees Table on packet page 226, when the Benchmark Cities Analysis Table on packet page
233 Transportation Fees are typically at the lower end when compared?
Is the intent of the reduction to incentivize that type of development?
Response: The table on packet page 226 shows the maximum transportation fees which are
substantially more than the policy reduction fees that are shown in the table on packet page
233. For example, the maximum retail fee is $34.45 per square foot which exceeds the
comparable retail fee for the benchmark cities. When the feasibility analysis was
conducted, the maximum fees (transportation, water, wastewater, and public safety) for
retail/hotel were substantially higher than the current fee burden and were the highest
amongst the benchmark cities (exceeded the red line).
retail and hotel development. When the existing 50 percent policy reduction was applied
the retail/hotel fee it was still significantly higher than the existing fee and was still among
the highest for the benchmark cities. When the feasibility analysis was prepared it showed
that even with the 50 percent discount retail and hotel uses the CFF Nexus Study maximum
fees would be approaching the red feasibility line. Therefore, staff is recommending that
the policy reduction be increased to 60 percent, to take into consideration market
fluctuations/downturns, and so that development of future retail/hotel uses will be within
the range of feasibility even if the price per square foot are reduced.
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The historical basis for the existing and proposed reduction is that commercial
development more than pays for the ongoing costs of services and in fact is a critical factor
in financially supporting new residential development.
4. Policy Reduction for Residential. How are impact fee feasibility concerns being addressed
to incentivize mid-to-lower-cost housing units?
Response: A tiered fee system is being recommended for residential development, which
was designed to provide incentivizes for smaller residential units. Single-family units that
are less than 1,400 square feet, and multi-family units that are less than 800 square feet
would benefit from this tiered fee structure on a per square-foot basis. The recommended
fee structure can provide up to a 50% reduction for the smallest units. Larger single-family
homes would still pay the maximum fee.
5. Policy Reduction for Targeted Residential Development. Packet page 234 says that
"Council is choosing to help pay the costs to obtain community-wide benefit", which would
be the production of more residential units that are in the mid-to-lower-cost range. Is there
flexibility to alter the fees assessed based on housing size?
Response: Any single family residential unit that is larger than 1,400 square feet is being
charged the maximum fees.
expensive single-family residential uses have more transportation impacts than a single-
family unit with a smaller foot print or price point. Therefore, the City cannot charge a fee
that exceeds the maximum fee shown in the CFF Nexus Study - penalty fees or charging a
fee that exceeds the impact identified in the Study is not legal. The reduction from the
maximum fees is a policy decision and Council can set the discount threshold at a different
square footage (e.g., less or more than 1,400 square feet).
6. Decision to not Charge Parkland/Park Development (non-residential only) or General
Government Impact Fees. What is the reasoning or background behind not charging fees for
parkland and general government impact fees for non-residential development, as discussed
on packet page 228?
Response: The consensus of the Council during the January study session was to not
charge the general government impact fee at this time, to provide some total fee burden
relief, and to not charge the non-residential parkland or park development fee until the
Park and Recreation Element and Master Plan were completed, which would identify
specific projects that the non-residential fee revenue could go towards. The CFF Nexus
Study and the proposed ordinance provide the foundation for the Council to charge those
fees now or in the future.
7. Impacts of the Policy Reductions in the MASP. Is the Margarita Area Specific Plan, as
referenced on packet page 228, almost approaching build-out, or are there additional residential
units planned to which the proposed fee reductions would apply?
Response: Only about one-third of the residential units for the MASP have entitlements or
have been built, there are still approximately 500 units that could still be built and/or are
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anticipated under the MASP, mostly in the Damon-Garcia Ranch. Therefore, those
residential units, if smaller than 1,400 square feet in size, would benefit from the tiered fee
structure that is recommended.
8. Difference between Water and Wastewater Development Impact Fee Program Options.
Please clarify what the two three-bullet lists of items "eliminated from the water and the
wastewater fee program" mean, as shown on packet page 230? What is difference between
debt financed projects and non-financed projects? Would this impact the type of water and
wastewater infrastructure projects that are proposed or built?
Response: In the past only debt-financed capital projects containing capacity-related
components were included in the development impact fee. The capacity-related projects
(mostly pipelines) for which cash was paid were generally not included in the fee.
The original October 17, 2017 recommendation by the Utilities Department incorporated
-related projects into a Capacity and Connection
Fee (generally a 16% share). The new recommendation before the City Council on April
of debt-financed capital projects.
A ten-year prioritized list of projects from approved master planning documents are
included as Exhibits W-8 (water packet pages 390-392) and S-7 (wastewater packet
pages 407-410).
In general, projects less than $5 million are not debt-financed. The bulleted lists on packet
page 230 summarize the projects that were eliminated from the fee program. The table on
the top of packet page 231 summarizes the dollar change in the fee program.