HomeMy WebLinkAboutStaff Report 4.A 3/3/2014 Agenda/Itevw#4.A
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DATE: March 3, 2014
TO: Honorable Mayor and Members of the City Council through City Manager
FROM: Scott.Duiven, Senior Planner1P
SUBJECT: Resolutions Replacing Existing Development Related Fee Resolutions
RECOMMENDATION
It is recommended that the. City Council adopt the attached resolutions replacing existing
development related fee resolutions:
• Resolution Replacing the Current City Facilities Development Impact Fee Resolution
Providing for City Facilities for Future Development within "the City of Petaluma, Resolution
No. 2012-121 N.C.S., Adopted August 27, 2012, to Amend Provisions Governing Housing
Definitions and Credit for Prior Uses. (Attachment 1)
•
• Resolution Replacing the Current Park Land Development Impact Fee Resolution
Providing for Park Improvements for Community and Neighborhood Parks for Future
Development within the City of Petaluma, Resolution No..2012-122,N.C.S., Adopted August 27,
2012, to Amend Provisions Governing 1-lousing Definitions and Credit for Prior Uses.
(Attachment 2)
• Resolution Replacing the Current Park Land Acquisition Fee Resolution for Non-
Quimby Act Development Projects Providing for Park Land Acquisition Necessary to Serve
Future Development Within the City of Petaluma, Resolution No. 2012-124 N.C.S., Adopted
August 27, 2012, to Amend Provisions Governing Housing Definitions and Credit for Prior
Uses. (Attachment 3)
• Resolution Replacing the. Current Open Space Land Acquisition Fee Resolution for
New Development Projects to Provide for Open. Space Land Acquisition Necessary to Serve
Future Development within the City of Petaluma, Resolution No. 2012-123 N.G.S., Adopted
August 27, 2012, to Amend Provisions Governing Housing Definitions and Credit for Prior
Uses. (Attachment 4)
• Resolution Replacing the Current Traffic Development Impact Fee Resolution for
Future Development within the City of Petaluma, Resolution No. 2012-125 N.C.S., Adopted
Agenda Review:
City Attorney Finance Director City Manager \/l
August 27, 2012, to Amend Provisions Governing Housing Definitions, Credit for Prior Uses
and Refund of Fees Already Paid. (Attachment 5)
• Resolution Replacing the ,Current Wastewater Capacity Fee Resolution for New
Development in the City of Petaluma, Resolution No. 2012-127 N.C.S., Adopted August 27,
2012, to Amend Provisions Governing Time of Payment. (Attachment 6)
BACKGROUND
In 2012 the City Council adopted an updated development impact fee program to meet the City
Council's goal of reducing development.fees while preserving funding for planned infrastructure
necessary for implementation of the General Plan 2025 and entitlement of projects relying on the
General Plan EIR and related improvement plans for mitigation of cumulative impacts. Since the
adoption of the development impact-fee'resolutions there.have been a few issues associated with
implementation/administration of the new fees. Staff presented these issuesto the City Council at
its September 23`' workshop on zoning and fee updates for direction.
DISCUSSION
The recommended changes are administrative in nature and likely will generally not raise the
amount of the impact fees.charged for future development by type of use. Some of the changes
however, may have the effect of generating more fees from a particular development project. In
the case of credits for prior uses, the change may result in lesser impact fee revenues. There are
four areas that need attention:
• Definitions •
• Amount of Fee —credit for prior uses
• Fee Adjustments— refund of fees already paid
• Time of Payment— wastewater fee
Definitions
Single-Family and Multi-Family Residential: the current definitions in the' fee resolutions
reference the California Building Standards Code which differ from the definitions 'included in
the fee studies themselves. This change is limited to the City Facilities, Park Land Development,
Park Land Acquisition, Open Space Acquisition, and Traffic Development Impact Fee
resolutions (Attachments 1-5). Staff is recommending the following edits to each of the fee
resolutions:
"Multi-Family Residential" shall mean any residential Development that does not
qualify as detached single-family dwelling unit Development as defined in the
Report . ..• . • . •. .. , as adopted by the City.
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"Single-Family Residential' shall. mean detached, single-family dwelling unit
development as defined in the Report California Builders Standards Code, as
adopted by the City.-
This modification ensures that residential projects are assessed impact fees consistent with the
type of residential use as defined in the impact fee studies. For example, there are some
residential projects that under the California Building Standards Code would be considered
multi-family which in the fee studies would be consideredsingle-family residential.
Amount of Fee— Credit for Prior Uses
An issue has been raised by projects.seeking clarification of credits for prior uses on a site.
The current fee language applies to nonresidential development projects only. The primary
purpose of this limitation was to address economic development goals of incentivizing
redevelopment of underutilized sites and reads as follows:
"Any non-residential development on property on which a building or structure was
demolished or on which the use of an existing structure changes to a more intensive
use shall pay a prorated fee equal to the fee calculated pursuant to this resolution that
is applicable to the new development or use, less the fee applicable to the prior
development or use, so long as such prior use was in existence at the time of adoption
of General Plan 2025."
The City Council at its workshop expressed an interest in extending this credit to both
nonresidential and residential projects located within a half-mile of the proposed SMART Rail
Stations in an effort to incentivize development in proximity to the'planned stations. This change
is limited to the City Facilities, Park Land Development, Park Land Acquisition, Open Space
Acquisition, and Traffic Development Impact Fee resolutions (Attachments 1-5). Staff
recommends adding the following provision to Section 5 of the resolution as follows to meet this
policy:
5. Amount of Fee.
d. Any development on any parcel any portion of which is located
within one half-mile of any portion of a parcel identified as a
possible future location for a SMART Rail Station on which parcel
proposed for development a building or structure was demolished or
on which the use of an existing structure changes to a more intensive
use shall pay a prorated fee equal to the fee calculated pursuant to
this resolution that is applicable to the new'development or use, less
the fee applicable to the prior development or use, so long as such
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prior use was in existence at the time of adoption of General Plan
2025:
Fee Adjustments—Refund of Fees.Already Paid
The updated fees in 2012 included a refund provision for projects that paid under the 2008 fee
structure with the exception of the traffic development impact fee. This fee had a refund
provision tied to the redevelopment supplement only. The redevelopment supplement represents
the $18.8M in former Petaluma Community Development Commission (PCDC) agreements
currently disputed by the CA Department of Finance. The City is collecting this supplement
pending resolution of the status of these funds, which as of yet remains'unresolved. In addition,
the 2011 fee resolutions included a provision that made the fees, including Traffic Impact,
inapplicable to any public,for quasi-public development on lands designated Public/Semi-Public
or Education on the General Plan Land Use Map. In June 2012, prior to the November 2012
effective date of the current fee program, St. James Church paid impact fees which under the
current program would not have applied. St. James has been issued a refund for those fees
subject to the following provision, With theexception of the traffic impact fee, for which no
refund provision was included.
Based on input from the City Council workshop on September 23, 2013 it was the intent of the
City Council for these types of projects to receive a refund of the traffic impact fee. Staff has
drafted a new provision for the updated traffic development impact fee resolution in order to
issue a refund. The provision is the same as included in the other fees but limits a refund of
traffic impact fees only to public or quasi-public development on lands designated Public/Semi-
Public or Education.
Staff proposes adding a new provision to Section 13. Fee Adjustments as follows:
13. Fee Adjustments.
c. Refund applications based on 2008 Development Fees Paid. Current owners of
development that paid development fees pursuant to Resolution No. 2008-095 N.C.S.
may apply,for a refund of the difference. if any,- between the.total development fees
that owner paid pursuant to Resolution No. 2008-095 N.C.S. ("prior fee"), and the
total development fees applicable to that development under this resolution ("current
fee"), if the total amount of prior fees paid exceed the total amount of current fees
applicable to that development,.subject to the.following:
1. To be eligible for a refund, the project must be a public or quasi-public
development as defined in Section 7 e. of this resolution.
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2. To be eligible for a.refund, current development owners must certify in
writing to the City that the owner has not recovered or is not recovering
from third parties such as tenants or others the amount of the prior fees
paid or the amount bywhich the prior.fees•exceeds the current fees.
3. Any refunds pursuant to this provision shall only be paid from existing.
un-obligated, unspent Fee: revenue balances. The City will have no
obligation to pay refunds to any owner absent sufficient existing, un-
obligated, unspent Fee revenue balance available for that purpose.
4. If existing, un-obligated,, unspent Fee revenue balances'are insufficient to
cover eligible,applications for refund, such 'eligible applications shall be
paid refunds on'a-pro rata basis:in accordance with applicable law.
Time of Payment- Wastewater Fee
Public Works staff has run into some instances where an industry wants to increase their
discharge quantity/quality by changing their processes, or increasing production when no new
facilities that would trigger 'a building permit are planned. This could be as simple as adding a
second shift. This can be done in many cases without pulling a building permit. However, such •
changes in operations beyond those requiring a building permit can have significant impacts on
the utility. While the following section clearly addresses the means of calculating the capacity
fee based on expanded use it does not address operational changes. Staff recommends adding the
underlined text to this section,of the wastewater capacity fee.
D. Capacity Fee on Rebuilding, Remodeling or Expansion of Existing Non-
Residential User Facilities. In the event of any operational changes subject
to issuance of a new or revised industrial wastewater discharge permit,
expansion, remodeling or rebuilding of any non-residential building,
structure, or premises, currently connected to the'wastewater system, in a
manner which increases-the loading parameters, an additional capacity fee
shall be due. In no instance shall a refund be granted if therebuilding,
remodeling or expansion.of a Non-Residential User facility decreases the
size of the building or the loading parameters. The additional capacity fee
for the expansion, remodeling or rebuilding of any non-residential
building, structure, or premises, currently connected to the wastewater
system, in a manner which increases the loading parameters, shall be
calculated as follows:
ACF = NCF —OCF
Wherein,
"ACF" is the additional capacity.fee;
"NCF" is the new capacity fee calculated per Section 5(b)(iii)(A) with the
values of the loading parameters (DF, 130D and TSS) to be
determined based on the facility after the expansion, remodeling or
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rebuilding (note: this is not to be the incremental increase in
loading— it is to represent the total loading.of the facility); and
"OCF" is the old capacity fee calculated per Section 5(b),(iii)(A) with the
values of the loading parameters to be based onthe facility prior to
any expansion, remodeling or rebuilding.
In order to further address significant expansion of discharge in instances where no new facilities
require a building permit staff is recommending changes to the "Time for Fee Payment"
language as shown below (underlined text) to address the issue by providing the necessary
trigger beyond just expansion of facilities:
Time for Fee Payment.
A Fee shall be charged and paid for each Development upon issuance of the building permit for
such Development, or upon issuance of a new or revised industrial wastewater discharge permit
subject to applicable law.
FINANCIAL IMPACTS
Financial impacts beyond the staff time required to prepare this report and provide public notice
may include an increase in development impact,fee revenue in some instances, while in others
the potential for reduced development impact fee revenue: However, the proposed changes are
limited to certain instances, as described in the report, and are not anticipated to have a
significant impact on the overall development impact fee program.
ATTACHM ENTS
I. Resolution Replacing the:City.Facilities Development Impact Fee
2. Resolution Replacing the Park Land Development Impact Fee
3. Resolution Replacing the Park Land Acquisition Fee
4. Resolution Replacing the Open Space Land Acquisition Fee
5. Resolution Replacing the Traffic Development Impact Fee
6. Resolution Replacing the Wastewater Capacity Fee
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ATTACHMENT I
RESOLUTION REPLACING THE CURRENT CITY FACILITIES DEVELOPMENT
IMPACT FEE'RESOLUTION PROVIDING FOR CITY FACILITIES FOR FUTURE
DEVELOPMENT WITHIN THE CITY OF PETALUMA, RESOLUTION NO. 2012=121
N.C.S., ADOPTED_AUGUST 27, 2012, TO AMEND PROVISIONS GOVERNING
HOUSING DEFINITIONS AND CREDIT FOR PRIOR USES
RECITALS
WHEREAS, the City of Petaluma General Plan 2025 ("General Plan") outlines future
land uses within the City of Petdluma ("City") and applies to a planning area which includes the
City and land outside the City in unincorporated Sonoma County which must also be considered
to properly plan for the City's future; and,
WHEREAS, the General Plan of the City was adopted by the Petaluma City Council
("City Council") on May 19, 2008; and,
WHEREAS, an Environmental Impact Report ("ElR") was prepared for the General
Plan (State Clearinghouse #2004082065) pursuant to the California Environmental Quality Act
("CEQA") and certified by the City Council on April 7, 2008 by Resolution No. 2008-058
N.C.S.; and,
WHEREAS, the General Plan area is shown on the land use maps contained in the
General Plan; and,
WHEREAS, the City Council last adopted legislation governing the City Facilities
Development Impact Fee by Resolution No. 2012-121 N.C.S., adopted August 27, 2012; and,
WHEREAS; the General Plan designates defined land uses for all property within the
City and, based on those uses, calculates the expected number of residents, residential units,
employees, and square footage of nonresidential development that will result when all property
in the City is developed as anticipated in the General Plan; and,
WHEREAS, the General Plan incorporates policies;andprograms to mitigate.the impacts
of such anticipated-new,development, including policies that require•new development to pay for
its proportional fair share of the cost of acquiring and improving public facilities, including
community and •neighborhood park improvements, necessary to meet the demands of residents,
employees, customers; and businesses; and,
WHEREAS, the General Plan:and its BIR analyze the impacts of development under the
General Plan and proposedmitigation measures, including the creation of fee programs to
require new development, to pay for its proportional fair share of the cost of acquiring, and
improving public facilities necessary to meet the demands of new residents, employees,
customers, and businesses'forsuch facilities; and,
WHEREAS, Goal 1-G-6 of Chapter 1 of the General Plan provides that the City should
"Maintain a residential growth management system to ensure public infrastructure keeps pace
with growth"; and,
WHEREAS, Policy 1:-P-48 of Goal 1-G-6 of Chapter 1 of the General Plan providesthat
the City should 'Ensure that all new development provides;necessary public facilities to support
the development," and includes program A which provides that the City should: "Collect
proportionate fair Share of long-term infrastructure improvement costs as entitlements are
granted" and.program B: "Initiate design of long term infrastructure improvements in a timely
manner to ensure their completeness to.coincide with demand"; and,
WHEREAS, Goal 6-G-1 of Chapter 6, Policy 6-P-13, of the General Plan provides that a
key element of Petaluma's Parks and Recreation Services is to "Recognize, maintain, and
improve aquatics programs"; and,
WHEREAS, Goal 6-0-1 of Chapter 6, Program (C) of Policy 6-P-13 of the General Plan
provides that the City should "Produce an Aquatic Plan to ensure that a full range of aquatic
programs are provided in Petaluma" and that the Aquatic, Plan "shall analyze the projected
population and demographic changes-in Petaluma and the anticipated impact of those changes on
the future demand for aquatic facilities, and programs"; "evaluate the current capacity of
Petaluma's aquatic facilities, taking into consideration the impact of proposed development
adjacent to the Petaluma Swim Center site and beyond, and project the viability of those facilities
to meet the projected demand"; "shall identify:improvements, enhancements or replacement of
existing facilities, including considerations of disabled access in selecting the location, design
and capacity of new facilities"; and,
WHEREAS, Goal 6-G-4 of Chapter 6 of the General Plan provides that the City should
"Support and value the health, education, social activities and overall well-being of our citizens,
regardless of age"; and,
WHEREAS, Policy 6-P-22 of Goal 6-G-4 of the General Plan provides in part that "It is
the City's policy to support and value the health, education, social activities and overall well-
being of our youth"; and,
WHEREAS, Polley 6-P-24 of Goal 6-G-4 of the General Plan provides that the City
should "Recognize the unique needs of Petaluma seniors" and Program A of Policy 6-P-24
provides that the City should "Maintain the Adult/Senior Center and continue to support senior
activity programs"; and Program '(B)'of Policy 6-P-24 provides that.the City should "Renovate
the Cavanagh Recreation Center in order to expand recreational programming including
activities for adult/senior'; and,
WHEREAS, Goal 6-G-5: of the General Plan provides that the City should "Recognize
the inherent value to Petaluma's quality of life provided through music, theater, dance, visual,
and literary arts , and cultural programs"; and,
WHEREAS, Policy 6-P-26 of Goal 6-0-5 of the General Plan provides that the City
should "Encourage, develop and support arts programs throughout the community that provide
for the continued success of musical, theatrical, artistic, and cultural traditions and events in
Petaluma: and Program (A) of Policy 6-P-26 provides that the City should "Identify, renovate
and/or expand places'for music, art,•and cultural activities to take place"; and,
WHEREAS, Goal'7-G-5. of Chapter 7 of the General Plan provides that the goal of the
City's tire protection services is to "Protect lives, property, and the environment by providing the
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highest quality of service in prevention, tire protection, emergency medical services, and
community preparedness"; and,
WHEREAS, Policy'7-P-17 of Goal 7-G-5 of Chapter 7 of the General Plan provides that
the City should''Achieve and maintain a minimum ratio of:one. fire suppression personnel per
1,000 population:served.ora similar level of response service to meet increased call volumes";
and,
WHEREAS, Policy 7-P-1.8 of Goal 7-G-5 of Chapter 7 of the General Plan provides that
the City should "Ensure facilities, equipment and personnel are adequate to maintain quality
service demands of the community,'including but not.limited to: fire suppression, Advanced Life
Support (ALS), rescue, fire prevention, education, CUPA, and disaster preparedness and
management"; and,
WHEREAS, Program (C) of Policy 7-P-18 of Goal 7-G-5 of Chapter 7 of the General
Plan provides that the City should "Maintain and modernize emergency response facilities,
including fire stations, as needed to accommodate population growth"; and,
WHEREAS, Policy 7-P-19 of Goal 7-G-5 of Chapter 7 of the General Plan provides that
the City should "Maintain four minute travel time for a total of 6-minute response time for
emergencies within the City"; and,
WHEREAS, Program (A) Of Policy TP-21 of Goal 7-G-5 of Chapter 7 of the General
Plan states that the City should "Provide a third ALS ambulance within the Petaluma Fire
Department"; and,
WHEREAS, Policy 7=P-5. of Goal 7-G-1 of Chapter 7 of.the General Plan provides that
the City should "Upgrade and expand public facilities such as the Fire and Police stations...to
effectively and efficiently meet future needs of the community residents"; and,
WHEREAS, Goal 7-G-6&,of Chapter 7 of the General Plan provides that the City should
"Provide police services that are responsive to citizens' needs to ensure a safe and secure
environment for people and property in the community"; and,
WHEREAS, Policy 7=13-31 of Goal 7-G-6 of Chapter 7 ofthe•General Plan provides that
the City should "Maintain a.minimum standard of 1.3 police officers per 1,000 population or a
similar level of coverage to meet increased service calls'.'; and,
WHEREAS, Policy TP-34 of Goal 7-G-6 of Chapter 7'of the General Plan provides that
the City should "Plan for expanding,or-replacing the police station with a facility of sufficient
size to accommodate police operations, community requirements and the anticipated population
growth," and that "Funding of expanded facilities should be addressed through the
implementation of adequate Public Facilities fees as identified in the Implementation Plan'; and,
WHEREAS, Program (B) of Policy 7-4-36 of Goal 7-G-6 of Chapter 7 of the General
Plan provides that the City should "Maintain, train, and equip special response teams for
extraordinary or extremely hazardous emergency incidents"; and,
WHEREAS, Goal 7-G-I ofChapter 7 of the General Plan provides that the City should
"Ensure adequate public facilities and services exist and are maintained to meet the needs of the
community for an array of high quality services and programs"; and,
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WHEREAS, Policy 7-P-1 of.Goal 7-G-1 of Chapter 7 of the General Plan provides that
the City should Coordinate withother"agencies, such as the Sonoma County Library, to ensure
that facilities,plans.are implemented in concert with Cityplans.to bestmeet the facilities>needs of
the community"; and,
WHEREAS, Goal 7-G-2 of Chapter 7 of the General Plan provides that the City should
"Encourage the development of infrastructure and services to allow equal access to all who live,
work, and study in Petaluma to utilize new technologies to communicate with individuals and
institutions from the local to global level"; and,
WHEREAS, Policy 7-P-7 of Goal 7-G-2 of Chapter 7 of the General Plan provides that
the City should "Plan for the:highest and best level of technology available given the purpose of
the service, the ability to provide that service, and fiscal reality";'and,
WHEREAS, Policy 7-P-8 of Goal 7-G-2 of Chapter 7 of the General Plan provides that
the City should "Anticipate, plan for, and react to changesin technology"; and.
WHEREAS, Program (A) of Policy 7-P-8 of Goal 7-G-2 of Chapter 7 of the General
Plan provides that the City should "Develop a telecommunications infrastructure that is not
dependent on any single medium, but incorporates a variety of media such as fiber optics and
wireless"; and.
WHEREAS, Goal TG-3 of Chapter 7 of the General Plan provides that the City should
"Encourage the development of technology to increase participation in local governance and
improve access to City information'; and,
WHEREAS, Policy 7-P-9 of Goal 7-G3 of Chapter 7 of the General Plan provides that
the City should "Utilize technology to enhance the transparency of the local decision making
processes"; and,
WHEREAS, Policy 7-P-I0 of Goal 7-G-3 of Chapter 7 of the General Plan provides that
the City should "Use technology as a tool to encourage participation in governance at all age
levels,particularly involving youth?'; and,
WHEREAS,Policy 7-P-11 of Goal 7-G-3 of Chapter 7 of the General Plan provides that
the City should "Use technology to facilitate the exchange of information between local
government and the public"; and,
WHEREAS, a study-of the impacts of anticipated future development on existing public
facilities related to aquatic facilities, community center facilities, fire suppression facilities, law
enforcement facilities, library Facilities and other public facilities in the City, and an analysis of
the need for such new facilities required by future development was prepared by the Municipal
Resource Group; dated August 14, 2012 entitled "City of Petaluma Mitigation Fee Act Nexus
Report & Quimby Act In-Lieu Fee Report" ("Report"), a copy of which is on file in the Office of
the City Clerk, and is hereby incorporated by reference; and,
WHEREAS, the Report, the General Plan and the General Plan EIR describe the
municipal public facilities necessary to provide adequate aquatic services in the City to serve
new development; includingconstruction of an aquatic complex with a 25 meter lap pool and
3,500 square foot recreation pool at Luchessi Park; and,
/D
WHEREAS, as analyzed in the Report, the General Plan, and the General Plan EIR,
community and recreation services currently provided.at the Jack Cavanagh Recreation Center,
Kenilworth Teen Center, Petaluma Museum, Petaluma Community Center, and Petaluma Senior
Center, total approximately 63,01'7 square feet, and to maintain this current standard for
community center services through`General Plan build-out, an additional 15,705square feet of
community and recreation services proyided at these community center facilities is required to
serve new development; and,
WHEREAS, the Report, the General Plan and the General Plan FIR describe and
analyze the need for new municipal public facilities required by future development within the
City of Petaluma for firefighting,and;ire suppression services, including relocation of an existing
station, refurbishment of existing station space, and acquisition of necessary equipment; and,
WHEREAS, the Report; the General Plan and the General Plan EIR describe and
analyze the need for new-municipal public facilities required by future development within the
City of Petaluma for construction of a new police station, construction of one communication
tower, and acquisition of law-enforcement equipment and vehicles;and,
WHEREAS, as analyzed in the General Plan, the General Plan FIR and the Report,
library services are currently proyided at the-25,808 square foot Petaluma Regional Library, and
to maintain this current standard for library services through General Plan build-out, an
additional 6,452 square feet of library facilities is.required; and,
WHEREAS, as analyzed in the General Plan, the 'General Plan FIR and the Report,
public facilities and services-are currently provided.at City Hall and other City facilities and to
maintain the current standard,forfacilities and services through General Plan build-out, the City
should: relocate and construct City Hall; construct a new Corporation Yard; install VOIP
communication systems; acquire adininistrative pool vehicles; acquire public works general
maintenance vehicles; acquire parks general maintenance vehicles; and acquire technology
(computers); and,
WHEREAS, the Report, the General Plan and the General Plan FIR describethe impacts
of contemplated future development on existing public facilities in The City of Petaluma and
analyze the'need for the new municipal public facilities required by-future development within
the City of Petaluma, described above and in Chapter Ill and Appendices A through 0 of the
Report (hereafter the "Facilities"); and,
WHEREAS, the Report sets forth the relationship' between contemplated future
development, the.Facilities; and,the estimated cost ofthe Facilities; and,
WHEREAS, the Report estimates the cost in current dollars of the Facilities,,assigns the
portion of the cost attributable to new development, and calculates the fees necessary to raise the
revenue necessary to pay for the portion of the cost of the Facilities attributable to new
development; and,
WHEREAS, the City Council has established Title 19 in the Petaluma Municipal Code
entitled "Development Fees" including adoption of Petaluma Municipal Code Chapter 19.04
entitled "City Facilities,Development Impact Fee"; and,
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WHEREAS, The City. Facilities Development Impact Fee is not a "tax" as defined in
Section 1, paragraph (e) of Article XIIIC of the California Constitution ("Proposition 26")
because such fee is imposed for a specific benefit conferred or privilege.,granted directly to the
payor thatis not provided to those not,charged, and which does not exceed the reasonable cost to
the City of providing the,serviceor product; and/or the fee:is-imposed for a specific government
service or product provided directly to the payor thatis'not provided to those not charged, and
which does not exceed the reasonable cost-to the City Of providing the service or product; and/or
the fee is imposed for the reasonable regulatory costs to the City of issuing licenses and permits,
performing investigations, inspections and audits, enforcing agricultural marketing orders and
the administrative enforcement and adjudication thereof; and/or the fee is imposed as a condition
of property development; and,
WHEREAS, the City Facilities Development Impact Fee is notsubject to the
requirements of Article XIIID of the California Constitution ("Proposition 218") concerning
property related assessments.arid fees pursuant to Apartment Association of Los Angeles County
v. City of Los Angeles (2001) 24 Cal.4th 830, in that such fee is not applicable to incidents of
property ownership, but rather to actual use.of and need for City services and/or facilities; and,
WHEREAS, in accordance with Government Code Section 50076, fees and charges that
do not exceed the reasonable cost of providing the service or regulatory activity for which the
fees are charged and which:are not levied for general revenue purposes are not special taxes as
defined in Article 3.5 of the Government Code; and,
WHEREAS, in accordance with Government Code Section 66016, at least fourteen (14)
days prior to the public meeting at Which this Resolution was adopted, notice of the time and
place of the meeting was mailed to eligible interested parties who filed timely written requests
with the City for mailed notice of meetings on new or increased Tees or service charges; and,
WHEREAS, in accordance with Government Code Section 66016, the Report. was
available for public inspection, review, and comment for ten (10) days prior to the public
meeting at which the City Council considered the adoption of this'Resolution; and,
WHEREAS, ten (10) days advance notice of the public meeting at which the City
Council considered the adoption of this resolution was given by publication in accordance with
Government Code Section 6062a: and,
WHEREAS, on September 10, 2012, the City Council adopted Ordinance No. 2444
N.C.S, which adds a new Title 19, entitled "Development Fees?" to the. Petaluma Municipal
Code and amends, repeals and/or recodifies various provisions authorizing the City's
development=related fees, including the City Facilities Development Impact Fee, Open Space
Land Acquisition Fee, Park Land Acquisition Fee (Non-Quimby Act), Park Land Acquisition
Fee (Quimby Act), Traffic Development Impact Fee, Water and Wastewater Capacity Fees and
the Commercial Development Housing Linkage Fee; and,
FINDINGS
WHEREAS, the City Council finds as follows:
A. After considering Chapter III and Appendix A through 0 of the Report, the testimony
received at the noticed public meeting at which this resolution was adopted, the
accompanying staff report, the General Plan, the General Plan FIR, and all
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correspondence received at or prior to the public meeting (the "Record"), the Council
approved and.adopted the.Report by Resolution No. 2012-121 N.C.S. adopted August 27,
2012; and the City Council further found that the future development in the City of
Petaluma will generate the need for the Facilities, and the Facilities are consistent with
the City's General Plan.
B. The City currently provides facilities to the community and the- fee set forth in this
resolution will be used to maintain current service levels. As such, the City Facilities
Development Impact Fee as it relates to development within the City is not a "project"
within the meaning of CEQA (Pub. Res. Code §21080(b)(8)(D)).
C. In adopting this resolution, the City Council is exercising its powers under Article XI,
§§5 and 7 of the California Constitution, Chapter 5 of Division I of the Government
Code ('`Mitigation Fee Act'), commencing with Section 66000, Section 54 of the City of
Petaluma Charter, and Chapter 19.04 of the Petaluma Municipal Code, collectively and
separately.
D. The Record establishes:
1. In accordance with Section 66000, subdivision a, paragraph 1 of the Mitigation Fee
Act, the purpose of the City Facilities Impact Fee ("Fee"), set forth in this resolution,
as specified in Chapter III of the Report, is to provide funding to achieve the City's
goal of maintaining existing service levels and provide,public facilities'to Meet the
broad range of needs of Petaluma. residents and employees as established in the
General Plan. Existing standards of service have been established for each component
of the Fee, which have been used as the basis to maintain the facilities standards for
future development and to mitigate the impacts caused by future development in the
City.
2. In accordance with Section 66000, subdivision a, paragraph 2 of the Mitigation Fee
Act, the Fee collected pursuant to this resolution shall be used to finance construction
of the Facilities as described'in the Report, the General Plan and the City's budget for
capital improvements. The Facilities, which are specifically described in Chapter III
and Appendices A through 0 of the Report, include the following:
• Construct City 1-tall
Construct corporation yard facilities
• Install VOW system
• Purchase Public Works, Parks, and'administrative pool vehicles
• Purchase technology equipment
• Relocate and construct Fire Station #1
• Refurbish Fire Station#2 and Fire Station:#3
• Purchase Advanced Life Support (ALS)ambulance
Purchase.firefighterprotective gear
• Construct.Police Station
• Install communications tower
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• Purchase police officer equipment
• Purchase patrol vehicles
• Construct aquatic facility
• Expand library facility
• Expand community center facility
3. In accordance with section 66000, subdivision a, paragraph 3 of the Mitigation Fee
Act, there is a reasonable relationship between the Fee's use (to pay for the
construction of the Facilities) and the type of development for which the Fee is
charged in that the fee will be applied all development in the City — including
residential, commercial, office; and industrial development projects; which will
generate new demands for ,public facilities and services: The public facility
improvements constructed and the vehicles and equipment purchase with the
proceeds of the Fee will address and mitigate the additional impacts and demands
created by residential'and'non-residential developmentprojects.
4. In accordance with Section 66000, subdivision a, paragraph 4, there is a reasonable
relationship between the need for the Facilities:andthe types of development projects
on which the Fee is imposed in that the Fee will be applied to new development in the
City of Petaluma — both residential and non-residential. These development projects
will generatenew residents and employees who live, work, and/or shop in Petaluma
and who generate or contribute to theneed for the Facilities, as follows;
• The City Hall will be occupied by City staff members who provide direct City
services to resident and employees. Equipment has been identified that will be
used by staff serving future populations..
• The corporation yard will be occupied by Public Works Department staff
members who maintain City streets, drainage systems, and other public facilities
that serve development projects.
• The Parks, Public Works and pool vehicles are necessary for the transportation
and services provided by City staff to future residents and employees.
• The tire station construction and refurbishing projects willprovide additional
capacity for lire and emergency service personnel who provide direct City
services to residents and employees. The ALS ambulance and equipment are
necessary for the emergency transportation and services provided by emergency
responders; and to 'maintain the General Plan standard of 1 firefighter/1,000
population.
• The police station construction will provide a facility for law enforcement
personnel who provide direct public safety services to residents and employees.
The vehicles 'and equipment are necessary for the transportation and services
provided by emergency responders, and as required to meet the General Plan
standard of 1.3 officers/1,000 population.
• The aquatic facility will serve the needs of new residents, as well as employees in
new non-residential (commercial, office and industrial) development projects /!
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• The expansion of the library facility will provide additional capacity to serve
future populations and employees.
• The expansion of the community center facility will provide additional capacity to
servefuture populations and employees.
5. In accordance-with Section 66000, subdivision b of the Mitigation Fee.Act, there is a
reasonable relationship between the amount of the Fee and the cost of the Facilities,
or the portion thereof attributable to the development in'the City on which the Fee is
imposed in that the Fee has been calculated by apportioning the cost of the•Facilities
to each type of new residential unit, and to the. "resident equivalent" of each
employee generated by commercial, Office and industrial development projects. For
Facilities that are necessary solely because of,future development, the full cost of the
Facilities has been allocated, to the Fee. For Facilities that will serve existing and
future residents and employees, the costs have been allocated proportionally based on
the number of existing versus future residentsandemployees.
6. The cost estimates set forth in the Report are reasonable estimates for constructing or
acquiring the Facilities, and the Fees expected to be generated by future development
will not exceed the•projected cost of constructing and/or acquiring the Facilities; and
7. The method of allocation of the Fee, to a particular: development bears a fair
relationship and is "roughly proportional to each development's burden on and
benefits from the Facilities to be funded by the Fee, in that-the Fee is calculated based
on the number of residents•or employees each particular development will generate.
8. The Report is a detailed analysis of how public services will be affected by
development in the 'City and the public facilities required to accommodate that
development.
9. The Fee is consistent with. the General. Plan and, pursuant to Government Code
Section 65913.2, the.City Council has considered theeffects of the Fee with respect
to the City's housing needs as established in the housing element of the General Plan.
10. The Fee amounts set forth in Exhibit A include the reasonable costs of administration
and compliance of the Fee program with the requirements of the•Mitigation Fee Act
and other applicable law. The Fee program andadministration costis calculated to be
approximately 2% of the total Fee as indicated-in Chapter VIII of the Report.
ADOPTION OF FEE
NOW, THEREFORE, BE IT RESOLVED,
Definitions.
a. "Accessory Dwelling" shall mean a second unit which meets the standards
set forth in Section 7.030 of Chapter 7, "Standards for Specific Land
Uses" of the City of Petaluma Implementing Zoning Ordinance ("IZO"),
as modified by any subsequent amendment or successor zoning ordinance
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and/or development code provision adoptedby the "City which defines
Accessory Dwelling,.second.unit orsecond dwellingunit."
b. "Commercial" shall mean any development constructed or to be
constructed on land having a General. Plan 2025 land use or zoning
designation, as established in the Implementing Zoning Ordinance, No.
2300 N.C..S.,,or any successor ordinance, for facilities for the purchase and
saleof commodities and services.and the sales, servicing, installation, and
repair of such commodities and services and other uses incidental to these
activities. Commercial land uses include but are not limited to: apparel and
clothing stores;'auto dealers and malls; auto accessories stores; banks and
savings and loans; beauty salons; book stores;discount stores and centers;
dry cleaners; drug stores; eating and drinking establishments; furniture
stores and outlets; general merchandise stores; hardware stores; home
furnishings and improvement centers; laundromats; liquor stores; service
stations; 'shopping centers; supeririarkets; bicycle shops; cameras and
photographic supply stores; convenience stores; department stores; drug
stores and pharmacies; jewelry stores; luggage and leather goods stores;
sporting goods and equipment stores stationery stores; collectible stores;
secondhand goods stores; religious goods stores; hobby materials stores;
small wares stores; plant sales; bowling'alleys; coin-operated amusement
arcades; 'dance halls, clubs and ballrooms; electronic game arcades; ice
skating and roller skating establishments; pool and billiard rooms;
amusement and theme parks; go-cart tracks; golf driving ranges; miniature-
golf courses; water slides; banks and trust companies; credit agencies;
holding companies; lending and thrift institutions;securities/commodity
contractbrokersanddealers; fueling stations and gas stations;-security and
commodity exchanges; vehicle finance leasing agencies; restaurants, cafes
and coffee shops; and movie theatres and civic theatres.
c. "Developed" and "development' shall inean the construction or alteration
of or addition to, other than by the City, of any building or structure within
the City.
d. "Facilities" shall include those municipal public facilities as are described
in the Report-related to providing general government facilities, vehicles,
and equipment. "Facilities" shall also include comparable alternative
facilities should later changes in projections:of development in the region
necessitate: construction of such alternative facilities; provided that the
City Council later determines (I) that there is a reasonable relationship
between development within the City of Petaluma and the need for the
alternative facilities; (2Ythat the alternative'facilities.are.comparable to the
facilities in the Reports; and (3) that the revenue_fronrthe Fee will be used
only to pay new development's fair and proportionate share of the
alternative facilities.
e. `Industrial" shall mean any development constructed or to be constructed
on land having a General Plan 2025 land use or zoning designation as
established in 'the Implementing Zoning Code, Ordinance No. 2300
N.0 S':; or any successor ordinance, for the manufacture, production,
assembly, and processing of consumer goods, uses incidental to those
activities, and research, development and warehousing. Industrial land
uses include,,but are not limited to: assembly; contractor's storage yards;
fabrication; lumber yards; manufacturing; outdoor stockyards and service
yards; printing processing; warehouses and distribution centers;
wholesale and heavy commercial enterprises;- clothing, fabric and other
product manufacturing; electronics; equipment, and appliance
manufacturing; metal products fabrication; machine and welding shops;
paper product manufacturing; food and beverage product manufacturing;
small-scale manufacturing; lumber and wood product manufacturing;
machinery manufacturing; motor vehicle and transportation equipment
manufacturing; Stone and cut stone product manufacturing; structured clay
and pottery product manufacturing; processing of building materials,
chemicals, fabricated metals, paper products, machinery, textiles, and/or
equipment; and collection, sorting and processing enterprises.
f. "Mixed Development" shall mean de'elopment that includes more than
one of .the types of development defined in this Section 1. Mixed
developments may combine residential types of development (Single
Family and Multifamily), non-residential types of development
(Commercial; Industrial, and Office), or a combination of residential and
non-residential types of development.
g. "Multifamily Residential" shall mean any residential development that
does notqualify as detached single, family dwelling unit development as
defined:intheReport, as adopted by the City.
h. "Office" shall mean any development constructed or to beconstructed on
land having a General Plan 2025 land use or zoning designation, as
established in the Implementing Zoning Ordinance, Ordinance No. 2300
N.C.S., or any successor ordinance; for general business offices, medical
and professional offices, administrative or headquarters offices for large
wholesaling or manufacturing operatioins, and other uses incidental to
these activities.. Office land uses include but are not limited to:
administrative headquarters; business parks; finance offices; insurance
offices; legal offices; medical and health services offices; office buildings;
professional and. .administrative offices; professional associations; real
estate offices;,and travel agencies.
"Single Family Residential" shall mean detached, single-family dwelling
unit development as defined in-the Report; asrad'opted by the City.
2. City Facilities Impact Fee Imposed.
Pursuant to the Mitigation Fee Act and Chapter 19.04 of the City of Petaluma
Municipal Code, a City Facilities Impact Fee .shall be imposed and paid at the
times and in the amounts andotherwise apply and beadministered as prescribed
in this Resolution on each type of development set forth in Exhibit A, which is
attached to and made a part of this Resolution, including each portion of such
Development within Mixed Deyelopment.
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3. Time for Imposing Fee.
In accordance with Government Code Section 65961, the Fee for residential
subdivision development for which tentatiye,or parcel maps are required pursuant
to the Subdivision'Map Act (Government Code Section 66410 el seq.) shall be
imposed at the time of approval of.the conditions that apply to the tentative or
parcel neap forsuch residential subdivision development, as applicable. Payment
of the Fee shall;be deemed to be a condition Of all such tentative orparcel maps.
Notwithstanding this Section 3, the time for payment of the Fee for all
development, including Single Family Residential and Multiple Family
Residential subdivisions, shall be as specified in Section 4, below.
4. Time for Fee Payment.
a. In accordance with Government Code Section 66007, the Fee shall be
charged and paid for eachresidential development upon thedate of final
inspection or issuance of the certificate of occupancy for such residential
development, whichever is earlier; however; if"the Fee is to reimburse the
City for expenditures previously made, .or>if the City determines that the
Fee will be collected for Facilities for which an account has been
established and„funds appropriated and for which the City has adopted a
proposed construction schedule prior to issuance of the building permit for
such residential development, then the Fee shall be charged and paid upon
issuance of the building permit for such residential development.
However; with' respect to a residential development proposed by a
nonprofit housing developer in which at least forty-nine percent (49%) of
the total units are reserved for occupancy by lower income households, as
defined in Health and Safety Code Section 50079.5, at an affordable rent,
as defined in Health and Safety Code section 50053, the payment
procedures described in Government Code Section 66007(b)(2)(A)-(B)
shall apply.
b. The Fee shall be charged and paid for each non-residential Development
upon issuance of the building permit for such non-residential
Development.
c. The Feeshall be charged and paid for each Mixed Development upon.the
times specified, in this Section 4 that apply•to such Mixed Development.
For example, if a Mixed Development includes residential Development
and non-residential Development, and the Fee is to reimburse the City for
expenditures previously made, or the City has made the required
determination to permit requiring payment of the Fee upon issuance of the
building permit, and the procedures iii Government Code section
66007(b)(2)(A)-(B) do not apply, the Fee as applieable,to the entire mixed
development shall be paid upon issuance of the building permit for the
Mixed Development. If a Mixed Development includes residential and
non-residential development, and the Fee is not to reimburse the City for
expenditures previously made or the City has not made the required
determination to permit requiring payment of the Fee upon issuance of the
building permit, the Fee as to the residential portion of the mixed
development shall be paid upon the earlier of the date of final inspection
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or issuance of the certificate of occupancy.for such residential portion, and
the Fee as to'the non-residential portion of the Mixed Development shall
be paid upon issuance of the building permit for such non-residential
portion.
5. Amount ofFee.
a. The amount of the Fee for residential and non-residential development
shall beas et forth in Exhibit A.
b. The amount.of the Fee for Mixed Development shall be the sum of the
following, as applicable:
I. The applicable amount per unit pursuant to Section 5(a), above, for
each residential development within a Mixed Development.
2. The applicable amount per 1,000 square feetof Development pursuant
to Section 5(a), above, for each nonresidential Development or portion
of such Development within a Mixed Development.
c. Any non-residential development on property on which a building or
structure was demolished or on which the use of an existing structure
changes to a more intensive use shall pay a prorated fee equal to the fee
calculated pursuant to this resolution that is applicable to the new
development or use, less the fee applicable to the prior development or
use, so long as such prior use was in existence at the time of adoption of
General Plan 2025.
d. Any development on any parcel any portion of which is located within one
half-mile ofany portion of a parcel identified as a possible future location
for a SMART Rail Station on which parcel proposed for development a
building or structure was demolished or-on which the use of an existing
structure changes to a more intensive use shall pay a prorated fee equal to
the fee calculated pursuant to this resolution that is applicable to the new
development Or use, less the fee applicable to the prior development or
use, so long as,sueh prior use was in existence 'at'the time ofadoption of
General Plan 2025.
6. Designation of Developments.
Nonresidential developments, other than Mixed Developments (but including
non-residential developments within Mixed Developments) that are not within the
definition of a use defined in this resolution shall be assigned to one of the
defined use categories by the City Manager for purposes of imposition and
charging of the Fee. The City Manager shall assign such categories as consistently
as possible with the definitions of such categories established pursuant to this
resolution or as later amended by the City Council. The City Manager may also
designate Development as Multifamily or Single-Family based on the actual
number of dwelling units per structure within the development.
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7. Inapplicability of Fee.
The-Feeshall not apply to:
a. Any alteration or addition to a residential structure, except to the extent
thataresidential unit`is added to a single family residential unit or another
unit is added igen existing n'ulti-faniily residential unit.
b. Any replacement or reconstruction of an existing residential structure that
has been destroyed or demolished, if the building permit for reconstruction
is obtained within one year after the building was destroyed or
demolished. This subsection shall not apply if the replacement or
reconstruction increases the square footage of the structure by 50 percent
(50%)'or more.
c. Any replacement or-reconstruction of an existing non-residential structure
that has been destroyed or. demolished, if the building permit for
reconstruction is obtained within One year after the building was destroyed
or demolished, there is no change in "the land use designation of the
property, and the ,square footage of the replacement building does not
exceed the square footage of the building that was destroyed or
demolished.
d. Any addition to an existing non-residential' structure of 500 square feet or
less.
e. Any public or quasi-public development on lands designated Public/Semi-
Public or Education on the General Plan Land Use Map, as of the effective
date of the Fee, so long as such development is intended to serve
development in the City and does not itself generate a need for additional
public infrastructure needed to serve new development, as in the way new
residential ,development generates new:residents requiring City services,
and new non-residential development generates new employees in the City
using,City services.
f. Low and/or moderate income senior citizens housing projects owned and
developed by a charitable; nonprofit organization recognized as such by
the United States Internal Revenue Service and the State of California
Franchise Tax Board.
g. The City Council, in its discretion, may determine that the Fee is
inapplicable to certain development constructed onto be constructed by a
public entity on land having. an appropriate General Plan land use
designation provide that the City Council finds'thatsuch inapplicability is
in the, interest of the public health; safety and/or welfare, for reasons
specified in the findings. Such reasons may include, but are not limited to,
that the Fee asit would apply to such development by a public entity will
be sufficiently recovered in whole or in part from residential development,
the.residents of which may constitute the primary users of the public entity
development.
8. Use of Fee Revenue.
The revenues raised by-payment of the Fee shall be placed in a separate, interest
bearing.account to permit accounting for such revenues:and the interest that they
generate. Such revenues and interest shall be usedonly for`the Facilities and the
purposes'for'which the Fee was collected, which°are'the following:
a. To pay for design, engineering; right-of-way or land acquisition and
construction and/or acquisition of the Facilities and reasonable costs of
outside consultant studies related thereto;
b. To reimburse the City for the Facilities constructed by the City with funds
from other sources including funds from:other public entities, unless the
City funds were obtained from grants or gifts intended by the grantor to be
used for.the Facilities.
c. To reimburse developers who have designed and constructed any of the
Facilities with prior City approval and have entered into an agreement, as
provided in Section 9,below; and
d. To pay for and/or reimburse costs of program development and ongoing
administration and maintenance of the Fee program, including, but not
limited to; the cost:of studies, legal costs, and other costs of updating the.
Fee.
9. Credits and Reimbursement for Developer Constructed Facilities.
The City and a developerMayenter into an improvement agreement to allow the
developer to construct certain of the Facilities. Entering such an agreement is in
the City's sole discretion. Such agreement shall provide for security for the
developer's commitment to construct the Facilities and shall refer to this
resolution forceredit and reimbursement. If the City enters into such an agreement
with a developer- prior:to construction of one:or more of the Facilities, the City
shall provide the:developer a credit in accordance:with the following:
a. Credit Amount.
The, credit shall be in the amount of the lowest bid received for
construction of the facility, as approved by the City. Engineer. However, in
no event shall a credit pursuant to this provision exceed the current facility
cost. Far the.purposes of this section, such current facility cost shall be the
amount listed in the Report for the particular facility, as subsequently
adjusted pursuant to Sections 13- and 14 of this Resolution prior to
issuance of the building permit for that facility. Once issued, credit
pursuant to this section "shall not be adjusted forinflation or any other
factor. Credit provided pursuant to this section is not transferable.
b. Application of Credit.
Developers,niay apply credit given pursuant to this section against the Fee
applicable to a particular project until the credit is exhausted or an excess
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credit. results. The total credit shall be'divided'by the number of units or
square footage}of building space (or combination thereof for a Mixed Use
Development), to determine the amount. of credit which can be applied
against the Fee for each unit of measurement and,.ifthe credit per unit of
measureis less than the Fee per unit of measurement, the developer shall
pay' the difference for each residential unit or square footage of building
space.
c. Reimbursement for Excess Credit.
Reimbursement for excess credit shall only be from remaining unspent
Fee revenues. Once all the Facilities have. been constructed or acquired,
and to the extent Fee revenues are sufficient to cover all claims for
reimbursement- of Fee revenues, including reimbursement for excess
credit, developers with excess credit shall be entitled to reimbursement,
subject to.such developers certifying in writing to the City that.the cost of
constructing the facility that resulted in an excess credit was not passed on
to homeowners, and indemnifying the City from land-owner claims for
reimbursement under the Mitigation Fee Act, and Section 66001 in
particular. If remaining Fee revenues after all of the Facilities have been
constructed or acquired are insufficient to cover all claims for
reimbursement of Fee revenues, such claims, including claims for
reimbursement-of excess credit, shall be reimbursed on a pro rata basis in
accordance with applicable law.
10. Standards.
The standards upon,which the need for the:Facilities is based are.the.standards of
the City, including the standards contained in the General Plan and its EIR and
those City standards reflected in the Report.
1 I. Periodic Review.
a. During each, fiscal year, the City Manager shall prepare a report for the
City Council, pursuant to Government Code Section 66006, identifying
the balance of Fee revenues in the Fee account.
b. Pursuant to Government Code Section 66002, the City Council shall also
review, as part of any adopted City capital Improvement Plan each year,
the approximate location, size,. time of availability and estimates of cost
for all Facilities to be financed with the Fee. The estimated costs shall be
adjusted in accordance with appropriate indices of inflation. The City
Council shall make findings identifying the purpose to which the existing
Fee revenue balances are to be put and demonstrating a reasonable
relationship between the Fee and the purpose for which it is charged.
12. Subsequent Analysis and Revision of the Fee.
The Fee set forth herein is adopted and implemented by the City Council in
reliance on the Record identified above. The City may continue to conduct further
study and analysis to determine whether the Fee should be revised. When
additional information is available, the City Council may review the Fee to
determine that the. Fee, amounts remainreasonably'related tothe impacts of
developinentwithin the City of Fetalunia and areas:included in the City's General
Plan. l'he City Council may revise the Fee to incorporate findings and
conclusions of further_studies and any 'standards in General Plan and/or the
General Plan FIR, as well as increases due to inflation and increased construction
costs.
13. Fee Adjustments.
a. Annual CPI Adjustments. The Fee established will escalate or decrease
annually by the :same percentage the latest "Engineering News Record
Construction Cost Index — 20 City Average'= ("Index") annually escalates
or decreases. The adjustment shall be based on a comparison of the most
recent Index to the Index in the month of adoption of the Fee, or the Index
used for the prior adjustment of the Fee. The Finance Director shall
compute the increase or decrease in such Fee. Such Fee adjustments will
take effect each July 1st.
b. Refund Applications Based on 2008 Development:, Fees Paid. Current
owners of development that paid development fees pursuant to
Resolutions. No. 2008-086, 2008-087, 2008-088, 2008-089, 2008-090
and/or 2008=094 N.C.S. may apply for a refund of the difference, if any,
between the total development fees that owner paid pursuant to the
resolutions listed in this provision ("prior fees"), and the- total
development fees applicable to that development under the resolution(s)
that superseded the resolutions listed in this provision ("current fees"), if
the total amount of prior tees paid exceeds thectotal amount of_current fees
applicable to that development, subject to the following:
1. To be eligible for a refund, current development owners must certify in
writing to the- City that the owner has not recovered or is not
recovering from third parties such as tenants or others the amount of
the prior fees paid or the amount by which the prior fees exceeds the
current fees.
2. Any refunds pursuant to this provision shall only be paid from
existing, un-obligated, unspent Fee revenue balances. The City will
have. no obligation to pay refunds to any owner absent sufficient
existing, 'un-obligated, unspent Fee revenue balance available for that
purpose.
3. If existing, un=obligated, unspent Fed revenue balances are insufficient
to cover eligible applications for refund, such eligible applications
shall be paid refunds on a pro rata basis in accordance with applicable
law.
14. Administrative Guidelines.
The Council may; by resolution, adopt administrative guidelines to provide
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procedures for calculation, credit, reimbursement, payment and other
administrative.aspects of the Fee. Such guidelines may include procedures for
• construction of designated Facilities-by developers.
15. Effective Date.
This resolution shall become effective 60 days following its adoption in
accordance with California Government Code section 66017, subdivision (a).
16. Severability.
Each component of the Fee and all portions of this resolution are severable.
Should any individual component of the Fee or other provision of this resolution
be adjudged to be invalid and unenforceable, the remaining component or
provisions'shall be and continue to be fully effective, and the Fee shall be fully
effective exceptas to that component that has been judged'to be invalid.
17. Supersession/Repeal/Savings Clause.
All resolutions and parts:thereof in conflict with the provisions of this resolution
are superseded and repealed, effective on the effective dateof this resolution.
However, violations, rights accrued, liabilities accrued, or appeals taken, prior to
the effective date of this resolution, under any chapter, ordinance, or part of an
ordinance, or resolution.or part of a resolution, shall be deemed to remain in full
force for the purpose of sustaining any proper suit, action, or other proceedings,
with respect to any such'violation, right, liability Or appeal.
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EXHIBIT A
CITY FACILITIES IMPACT FEE
Land Use,Tyge• -Fee Amount. UnitofMeasurement
Single Family Residential $5,399 Unit
Multifamily Residential $3,635 Unit
Accessory Dwelling $1,852 Unit
Commercial $1,022 1,000 square feet of building space
Office $978 1,000 square feet of building space
Industrial $622 1,000 square feet of building space
as
ATTACHMENT 2
RESOLUTION REPLACINC-THE PARK LAND DEVELOPMENT IMPACT FEE
RESOLUTION PROVIDING FORPARK IMPROVEMENTS FOR COMMUNITY AND
NEIGHBORHOOD PARKS FOR FUTURE DEVELOPMENT WITHIN THE CITY OF
PETALUMA, RESOLUTION NO. 2012-122 N.C.S. ADOPTED AUGUST 27, 2012, TO
AMEND PROVISIONS GOVERNING HOUSING DEFINITIONS AND CREDIT FOR
PRIOR USES
RECITALS
WHEREAS, the City of Petaluma General. Plan 2025 ("General Plan") outlines future
land uses within the City of Petaluma ("City") and applies to a planning area which includes the
City and land outside the Cityin unincorporated Sonoma County which must also be considered
to properly plan for the City's future; and,
WHEREAS, the General Plan of the City was adopted by the Petaluma City Council
("City Council") on May 19,2008; and,
WHEREAS, an Environmental Impact Report ("EIR") was prepared for the General
Plan (State Clearinghouse #2004082065) pursuant to the California Environmental Quality Act
("CEQA") and certified by the City Council on April 7, 2008 by Resolution No. 2008-058
N.C.S.; and,
WHEREAS, the General Plan area is shown on the land use maps contained in the
General Plan; and,
WHEREAS, the City Council last updated the City's Park Land Development Impact
Fee for New Development by Resolution No. 2012-122 N.C.S., adopted August 27, 2012; and,
WHEREAS, the General Plan designates a defined land Ilse for all property within the
City and, based on those uses, calculates the expected number of residents, residential units,
employees, and square footage of nonresidential development that will result if all property in
the City is developed as planned by the year 2025. The General Plan incorporates policies and
programs to mitigate the impacts of such new development, including policies that require new
development to pay for its proportional fair share of the costs of acquiring and'improving public
facilities, including community and neighborhood, park improvements, necessary to meet the
demands of residents, employees, customers, and businesses; and,
WHEREAS,_the General Plan and-its EIR analyze the impacts of development under the
General Plan and proposed mitigation measures, including the creation of fee programs to
require new development to pay for its proportional fair share of the cost of acquiring and
improving public facilities necessary to meet the demands of new residents, employees,
customers, and businesses for such facilities; and,
WHEREAS, Goal 1-G-6 of Chapter 1 of the General Plan provides that the City should
"Maintain a residential growth management system to ensure public infrastructure keeps pace
with growth"; and,
WHEREAS, Policy 1-P-48 of Goal I-G-6 of Chapter 1 of the.General Plan provides that
the City should "Ensure that all new development provides necessary public facilities to support
the development;" and includes program A which provides that the City should: "Collect
proportionate fair share of long-term infrastructure improvement costs as entitlements are
granted" and program B:-"Initiate'design of long term infrastructure iniprOveinents in a timely
manner to ensure their completeness to coincide with demand"; and,
WHEREAS, Goal 6-G-1 of Chapter 6 of the General Plan provides that the City should
"Retain and expand city-wide park and recreation assets and programs to maintain-the quality of
life they provide to the community"; and,
WHEREAS, Policy 6-P-1 of Goal 6-G-I of Chapter 6 of the General Plan provides that
the City should "Develop additional park land and recreational facilities in the City, particularly
in areas lacking these facilities and where new growth is proposed, to meet the standards of
required park acreage"; and,
WHEREAS, Policy 6-P-3 of Goal 6=G-I of Chapter 6 of the General Plan provides that
the City should "Connect city park with other public facilities, open spaces, employment centers,
and residential neighborhoods by locating new recreation facilities in proximity to these uses and
by fully integrating the parks system with the city's pedestrian: bicycle, and transit systems";
and,
WHEREAS, Policy 6-P-5 of Goal 6-G-1 of Chapter 6 of the General Plan provides that
"New park land or recreation facilities, beyond those identified in the General Plan, may be
required as part of any development review-and entitlement process"; and,
WHEREAS, Policy 6-P-6 of Goal 6-G-1 of Chapter 6 of the General Plan provides that
the City should "Achieve and maintain a park standard. of 5 acres per 1,000 residents
(community park land at 3 acres per 1,000 population and neighborhood park land at 2 acres per
1,000 population) and an open space/urban separator standard of 10 acres per 1,000 population,
in order to enhance the physical environment of the city and to meet the recreation needs of the
community"; and,
WHEREAS, Program (A) of Policy 6-P-7 of Goal 6-G-1 of Chapter 6 of the General
Plan provides that the City should "Review and, if necessary, revise the City's Municipal Code
regarding the payment of cornmunity park impact fees to maximize-all opportunities for funding
community and neighborhood park land, park improvements, and park. operation and
maintenance through the development entitlement process"; and,
•
WHEREAS, Goal 6-G-2 of Chapter 6 of the General Plan requires-that the City should
"Ensure park and recreational assets are maintained to allow safe access and use"; and,
WHEREAS, Policy 6-P-17 of Goal 6-G-2 of Chapter 6 of the General Plan provides that
"Recognizing that the:maintenance of City assets is a matter of civic pride, priority and safety,
the City shall work with citizens, businesses; schools, organizations, and public agencies to fund
an acceptable level of maintenance for all city-owned park and recreational facilities"; and,
WHEREAS, Chapter 20.34 of the Petaluma Municipal Code, adopted pursuant to
California Government Code Section 66477 (the "Quimby Act"), requires the dedication of park
land as a part of residential development subject to the Quimby 'Act,.or the payment of a fee in
lieu of dedicating property: The Quimby Act applies only to fees and/or dedications imposed on
certain subdivisions subject to the Subdivision Map Act (California Government Code Section
64410 et seq.) to fund land acquisition costs for park or recreational puiposes. The Quimby Act
does not apply to imposition of fees for park land improvements imposed on residential and non-
residential development; and,
WHEREAS, the City retained Municipal Resource Group, CLC to determine, based in
part on the land use designations provided by the General Plan, the additional park
improvements for community and neighborhood park lands that would be necessary to maintain
the level of those services provided to the community and to fund new development's share of
the costs of maintaining the;developed park acreage and improvements available to Petaluma;
and,
WHEREAS, Municipal Resource Group, LLC prepared the "City of Petaluma
Mitigation Fee Act Nexus Report & Quimby Act In-Lieu Fee Report" ("Report"), dated August
14, 2012 ("Report"), a copy of which k on file in the Office of the City Clerk and hereby made a
part of this Resolution by reference. The Report, in Chapter IV and Appendix Q, outlines the
cost of park improvements for community and neighborhood park lands necessary to maintain
the current levels of developed park lands provided to the community and thereby meet the
demands of new residents for those services through build out under the General Plan. The
Report estimates the cost in current dollars of the improvements, and calculates the fees
necessary to raise the revenue necessary to pay for the improycment costs attributable to new
development; and,
WHEREAS, the Report, the General Plan andthe'General Plan FIR describe the impacts
of contemplated future development on.existing public facilities in the City of Petaluma related
to park improvements for conimunity.and neighborhood parks and analyze the need for such new
park improvements for community and neighborhood parks required by future development
within the City of Petaluma, described above and in Chapter IV and Appendix Q of the Report;
and,
WHEREAS, the Report estimates the cost in current dollars-of the Facilities, assigns the
portion of those costs attributable'to new development, and calculates the fees necessary to raise
the revenue necessary to pay for the portion of the costs of the Facilities attributable to new
development; and,
WHEREAS, The Park Land Development Impact Fee is not a "tax" as defined in
Section 1, paragraph (e) of Article XIIIC of the California Constitution ("Proposition 26")
because such fee imposed for a specific benefit conferred or privilege granted directly to the
payor that is not provided,to those not charged, and which does not exceed the reasonable cost to
the City of providing the service or product; and/or the fee is imposed.for,a specific government
service or product provided directly to the payor that is not provided to those not charged, and
which does not exceed the reasonable cost to the City of providing the service or product; and/or
the fee is imposed for the reasonable regulatory costs to the'City of issuing licenses and permits,
performing investigations, inspections and audits, enforcing agricultural marketing orders and
the administrative enforcement and adjudication thereof and/or the-fee is imposed as a condition
of property development; and,
WHEREAS, the Park Land Development Impact Fee is not subject to the requirements
of Article XII ID of-the California Constitution ("Proposition 218") concerning property related
assessments and fees pursuant to Apartment Association of Los Angeles County v. City of Los
Angeles (2001) 24 Cal.4th 830, in that such fee is not applicable to incidents of property
ownership, but rather to actual use:of and need for City services and/or facilities; and, 22-
WHEREAS, in'.accordance with Government Code Section 50076, fees and charges that
do not exceed the reasonable cost of providing the service.or.regulatory activity for which the
fees are charged and whieh are not levied for general revenue.purposes are not special taxes as
defined in Article 3.5 of the Government'Code; and,
WHEREAS, in accordance with Government Code.Section 66016, at least fourteen (14)
days prior to the public meeting at which this Resolution was adopted, notice of the time and
place of the meeting was mailed to eligible interested parties who filed written requests with the
City for mailed notice of meetings oritiew or increased fees or service charges; and,
WHEREAS, in accordance. with Government Code Section 66016, the Report was
available for public inspection, review, and comment for ten (10) days prior to the public
meeting at which the City Council considered the adoption of this Resolution; and,
WHEREAS, ten (10) days advance notice of the public meeting at which the City
Council considered adoption of this Resolution was given by publication in accordance with
Government Code Section 6062a; and,
WHEREAS, on September 10, 2012, the City Council adopted Ordinance No. 2444
N.C.S., which adds new Title 19, entitled "Development Fees," to the Petaluma Municipal Code
("Code") and amends, repeals and/or recodifies various provisions authorizing the City's
development-related fees, including the City Facilities Development Impact Fee, Park Land
Development Impact Fee, Open Space Land Acquisition Fee, Park Land:Acquisition Fee (Non-
Quimby Act), Park Land Acquisition Fee (Quimby Act), Traffic Development Impact Fee,
Water and Wastewater Capacity FeeS and the Commercial Development Housing Linkage Fee;
and,
FINDINGS
WHEREAS, the City Council finds as follows:
A. After considering Chapter IV and Appendix Q of the Report, the testimony
received at the noticed'public meeting at.which this resolution waS adopted, the
accompanying staff report; the General Plan, the General Plan EIR, and all
correspondence received at or prior to the public meeting (the "Record"), the
Council approved and adopted the Report by Resolution No. '2012,122 N.C.S:;
and the City 'Council further found that the future development in the City of
Petaluma will generate the need for the Facilities, and the Facilities are consistent
with the City's General Plan.
B. The City currently provides improved community and neighborhood park
facilities to,the community and the fee set forth in this resolution will be used to
maintain current service levels. As such, the City Park Land Development Impact
Fee as it relates to development within the City is not a "project" within the
meaning of CEQA (Pub. Res. Code §21080(b)(8)(D)).
C. In adopting this Resolution, the City Council is exercising its powers under
Article XI, § 5-and 7 of the California Constitution, Chapter 5 of Division 1 of
the Government Code ("Mitigation Fee Act"), commencing with Section 66000,
Section 54 of the City of Petaluma Charter, and Chapter 19.16 of the Petaluma
Municipal Code, collectively and separately. .2&
D. The Record establishes:
In accordance with Section 66000, subdivision a, paragraph I of the
Mitigation Fee Act, the purpose of the Park Land Development Impact
Fee ("Fee"), set forth in this resolution, as specified in Chapter IV of the
Report, is to provide funding to achieve the City's goal of maintaining
existing Service levels and to provide adequate community and
neighborhood park facilities to meet the broad range of needs of Petaluma
residents and employees as established in the General Plan. Existing
standards for community and neighborhood parks have been identified
which have been used as the basis to maintain these standards for future
development and to mitigate the impacts caused.by 'future development in
the City.
2. In accordance with Section 66000, subdivision a, paragraph 2 of the
Mitigation Fee Act, the Fee collected pursuant to this resolution shall be
used to construct the Facilities as described in the Report and the General
Plan and the City's budget for capital improvements ("the Facilities"). The
Facilities, which arespecifically described in:Chapter IV and Appendix Q
of the Report, include the following:
• Construction of 43.63 acres of community parks
• Construction of 29.01 acres of neighborhood parks
3. In accordance with section 66000, subdivision a, paragraph. 3 of the
Mitigation Fee Act, there is a reasonable relationship between the Fee's
use (to pay for the construction of the Facilities) and the type of
development for which the Fee is charged.in that the fee will be applied all
development .in the City — including residential, commercial, office, and
industrial development projects, which will generate new demands for
park facilities. The community park improvements and neighborhood park
improvements constructed with the.proceeds of the Fee will address and
mitigate_ the: additional impacts and demands created by residential and
non-residential development projects.
4. In accordance with Section 66000, subdivision a, paragraph 4, there is a
reasonable relationship between thenecd'forthe Facilities and the types of
development projects on which the Fee is imposed in that the Fee will be
applied to new development in the City of Petaluma — both residential and
non-residential. These development projects will generate new residents
and employees who live, work,-and/or shop in Petaluma'and Who generate
or contribute to the demand for park improvements, because the new
residents and employees will use community and neighborhood parks
developed with the improvements and the same standard-of improvements
will be provided to new residents and employees as to existing residents
and employees.
5. In accordance with Section 66000, subdivision b of the Mitigation Fee
Act, there is a reasonable relationship between the amount of the Fee and
the cost of the Facilities, or the portion thereof attributable to the
development in the City on which the Fee is imposed in that the Fee has
been calculated by apportioning'the cost of constructing new community
and, neighborhood parks to each type ofnew residential unit, and to the
"resident equivalent" of each employee generated by commercial, office
and industrial development projects: The full cost, of the Facilities has
been allocated to the Fee because the: entire cost will be incurred to
provide the same standard of park improvements to future residents and
employees as is provided to existing,residents and employees.
6. The cost estimates set forth in the Report 'are reasonable estimates for
construetiing or acquiring the Facilities, and the Fees expected to be
generated by future development will not exceed the projected cost of
constructing and/or acquiring the Facilities.
7. The method of allocation of the Fee to a particular development bears a
tair_relationship.and is roughly proportional to each development's burden
on and benefits from the Facilities to be funded by the Fee, in that the Fee
is calculated 'based on the number of residents or employees each
particular development will generate.
8. The Report is a,detailed analysis of how public services will be affected
by development in the City and the public facilities required to
accommodate that development.
9. The,Fee is consistent with the General Plan and, pursuant to Government
Code Section 65913.2; the City Council .has considered the effects of the
Fee with respect to the City's housing needs as established in the housing
element oldie General Plan.
10. The Fee amounts set forth in Exhibit A include the reasonable costs of
administration and compliance of the Fee program with the requirements
of the Mitigation Fee Act and other applicable law. The Fee program and
adniinistration cost is calculated to be approximately 2% of the total Fee
as indicated in Chapter VII of the Report.
ADOPTION OF FEE
NOW, THEREFORE; BE IT RESOLVED,
1. Definitions.
a. `Accessory Dwelling" shall mean a second unitwhich meets the standards
set forth in, Section 7:030 of Chapter 7, "Standards for Specific Land
Uses" of the City of Petaluma Implementing Zoning Ordinance ("IZO"),
as modified by any subsequent amendment or successor zoning ordinance
and/or .development code provision adopted by the City which defines
Accessory Dwelling, second unit or second dwelling unit."
b. "Commercial" shall mean any development constructed or to be
constructed on land having a General Plan 2025 land use or zoning
designation, as established in the Implementing Zoning Ordinance, No.
2300.N.C.S., oranysuccessor ordinance; for facilities•forthe purchase and
sale of commodities and services and the sales, servicing, installation, and
repair of such commodities and services and..other uses incidental to these
activities. Commercial land uses include but are.not limited to: apparel and
clothing stores; auto dealers and malls;.auto accessories stores; banks and
savings and loans; beauty salons;:book stores; discount stores and centers;
dry cleaners; 'drug stores; eating and drinking establishments; furniture
stores and outlets; general merchandise stores; hardware ,stores; home
furnishings and improvement centers; laundromats; liquor stores; service
stations; shopping centers; supermarkets; bicycle shops; cameras and
photographic supply stores; convenience stores; department stores; drug
stores and pharmacies; jewelry stores; luggage and leather goods stores;
sporting goods and equipment stores; stationery stores; collectible stores;
second hand goods stores; religious goods stores; hobby materials stores;
small wares.stores; plant sales; bowling alleys; coin-operated amusement
arcades; dance halls, clubs and ballrooms; electronic game arcades; ice
skating and roller skating establishments; pool and billiard rooms;
amusement and theme parks; go-cart tracks;,golf driving ranges; miniature
golf courses; water slides; banks and trust companies; credit agencies;
holding' companies; lending and thrift institutions; securities/commodity
contract brokers and dealers; fuelingstationsand.gas.stations; security and
commodity exchanges; vehicle finance leasing agencies; restaurants, cafés
and coffee shops; and movie theatres and civic theatres.
c. "Developed" and "Development"shall mean the construction or alteration
of or addition to, other than by the,City, of any building or structure•within
the City of Petaluma.
d. "Facilities" shall include those municipal public facilities as are described
in the Report related to providing general improvements to community
and neighborhood park lands. "Facilities" shall also include comparable
alternative facilities should later changes in projections of development in
the region' necessitate construction'of such alternative facilities; provided
that the City Council later determines (I) that there is a reasonable
relationship between development within' the City of Petaluma and the
need for the alternative facilities; (2) that the alternative facilities are
comparable to the 'facilities in the Report; and (3) that the revenue from
the Fee will be used only to pay-new development's fair and proportionate
share of the alternative facilities.
e. "Industrial" shall.mean any development constructed or to be constructed
on land having a General. Plan 2025 land use or zoning designation as
established in the Implementing' Zoning Code, Ordinance No. 2300
N.C.S., or any successor ordinance, for the manufacture, production,
assembly, and processing of consumer goods, uses incidental to those
activities, and research, development and warehousing. Industrial land
uses include, but are not limited 'to: assembly; contractor's storage yards;
fabrication; lumber yards; manufacturing; outdoor stockyards and service
yards; printing; processing; warehouses and distribution centers;
wholesale and heavy commercial enterprises; clothing, fabric and other
product .manufacturing; electronics, equipment, and appliance
manufacturing; metal products fabrication, machine and welding shops;
paper product manufacturing; food and beverage product manufacturing;
small-scale 'manufacturing; lumber and wood product manufacturing;
31
machinery manufacturing; motor vehicle and transportation equipment
manufacturing; stone and cut stone product manufacturing; structured clay
and pottery product manufacturing; processing of building materials,
chemicals, fabricated metals, paper products, machinery; textiles, and/or
equipment; and collection, sorting and processing enterprises.
I'. "Mixed Development" shall mean a development that includes more than
one of the types of developmentdefined in this Section 1. Mixed
developments may combine residential types of development (Single
Family and Multifamily), non-residential types of development
(Commercial, Industrial, and Office), or a combination of residential and
non-residential types of development.
g. "Multifamily Residential" shall mean any residential Development that
does not qualify as detached single family dwelling unit Development as
defined in the Report, as adopted by the City.
h. "Office" shall mean any development constructed or to be constructed on
land having,. a General Plan 2025 land, use or zoning designation, as
established in the Implementing Zoning Ordinance, Ordinance No. 2300
N.C.S , or any successor ordinance, for general business offices, medical
and professional offices, administrative or headquarters offices for large
wholesaling or manufacturing operations, and other uses incidental to
these activities. Office land uses include but are not limited to:
administrative headquarters; business parks; finance offices; insurance
offices; legal offices; medical and health services offices; office buildings;
professional and administrative offices; professional associations; real
estate offices; and travel agencies.
"Single Family Residential" shall mean detached, single-family dwelling
unit development as defined in the Report, as adopted by the City.
2. Park Land Development Impact Fee Imposed.
Pursuant to the Mitigation Fee Act and Chapter 19.16 of the City of Petaluma
Municipal Code, a Park Land Development Impact Fee shall be imposed.and paid
at the times and in the, amounts and otherwise apply and be administered as
prescribed in this Resolution on each type of development set forth in Exhibit A,
which is attached to and made a part of this Resolution, including each portion of
such Development within Mixed Development.
3. Time for Imposing Fee.
In accordance with Government Code Section 65961, the Fee for residential
subdivision development for which tentative or parcel maps are required pursuant
to the Subdivision Map Act (Government Code Section 66410 et seq.) shall be
imposed at the time of approval of the conditions that apply to the tentative or
parcel map for such residential subdivision development, as applicable. Payment
of the Fee shall be-deemed to be a condition of all such tentative or parcel maps.
Notwithstanding this Section 3, the time f0r payment of the Fee for all
development, including Single Family Residential and Multiple Family
Residential subdivisions, shall be as specified in Section 4, below. 3�
4. Time for Fee Payment.
a. In accordance. with Government Code Section 66007, the Fee shall be
charged and paid for each residential development upon the date of final
inspection or issuance of the certificate of Occupancy for such residential
development, whichever is earlier: However, if the.Fee is to reimburse the
City-for expenditures previously made, or if the City determines that the
Fee will be collected for Facilities for which an account has been
established and funds appropriated and for which the City has adopted a
proposed construction schedule prior to issuance of the building permit for
such residential development, then the Fee shall be charged and paid upon
issuance of the building permit for suet) residential development.
However, with respect to a residential. development proposed by a
nonprofit housing developer in which at least 'forty-nine percent (49%) of
the total units are reserved for occupancy by lower income households, as
defined in Health and Safety Code Section 50079.5, at an affordable rent,
as defined in Health and Safety Code Section 50053, the payment
procedures described in Government Code Section 66007(b)(2)(A)-(B)
shall apply.
b. The Fee shall be charged and paid for each non-residential Development
upon issuance of the building permit for such non-residential
Development.
c. The Fee shall be charged and.paid for each Mixed Development upon the
times specified in this Section 4 that apply to such Mixed Development.
For example, if a Mixed Development includes residential Development
and non-residential Development, and the Fee'is to reimburse the City for
expenditures previously made; or the City has made the required
determination to permit requiring payment of the Fee upon.issuance of the
building permit,. and the procedures in Government Code section
66007(b)(2)(A)-(B) do not apply, the Fee,as applicable to the entire mixed
development shall be paid upon issuance of the building permit for the
Mixed Development. If a Mixed Development includes residential and
non-residential development, and the Fee is not to reimburse the City for
expenditures previously made or the City. has not made the, required
determination to permit requiring payment of the Fee upon issuance of the
building permit, the Fee as to the residential portion of the mixed
development shall be paid upon the earlier Of the date of final inspection
or issuance of the certificate of occupancy for such residential portion, and
the Fee as to the non-residential portion of the Mixed Development shall
be paid upon issuance of the building permit for such non-residential
portion.
5. Amount of Fee.
a. The amount of'the Fee for residential and non-residential development
shall be as set forth in Exhibit A attached hereto and incorporated herein.
b. The amount of the Fee for Mixed Development shall be the sum of.the
following, as applicable: 3
I. The applicable amount per unit pursuant.to'Section.5(a), above, for
each residential development within a Mixed Development.
2. The applicable amount per 1,000 square feet of Development
pursuant to Section 5(a), above, for each nonresidential Development or
portion of such Development within a Mixed Development.
c. Any non-residential development on property on which a building or
structure was demolished or on which the use of an existing structure
changes to a more intensive use shall pay a prorated fee equal to the fee
calculated pursuant to this resolution that is applicable to the new
development or use, less the fee applicable to the prior development or
use, so long as Such prior use was in existence at the time of adoption of
General Plan 2025:
d. Any development on any parcel any portion of which is located within one
half-mile of any portion of a parcel identified as a possible future location
for a SMART Rail Station on which parcel proposed for development a
building or structure was demolished or; on which the use of an existing
structure changes to a more intensive use;shall pay a prorated fee equal to
the fee calculated pursuant to this resolution .that is applicable to the new
development or use, less the fee applicable to the prior development or
use; solong as such' prior use was in existence at the time of adoption of
General Plan 2025.
6. Designation of Developments.
Nonresidential developments, other than Mixed Developments (but including
non-residential developments within Mixed Developments) that are.not within the
definition of a use defined in this resolution shall be assigned to one of the
defined use categories by the City Manager for purposes of imposition and
charging of.theT-Fcc, The City Manager shall assign such categories as consistently
as possible with the definitions of such categories established pursuant to this
resolution or as later amended by the City Council. The City Manager may also
designate Development as Multifamily or Single-Family based on the actual
number of dwelling units per structure within the development.
7. Inapplicability of'Fee.
The Fee shall not apply to:
a. Any alteration or addition to a residential structure, except to the extent
that a residential unit is added to a.single-family.residential unit-or another
unit is added to an existing multi-family residential unit.,
b. Any replacement or reconstruction of an existing residential structure that
has been destroyed or demolished, if the building-permit for reconstruction
is obtained within one year after the building was destroyed or
demolished. This subsection shall not apply if the replacement or
reconstruction increases the square footage of the structure by 50 percent
(50%) or niore.
3Y
c. Any replacement or reconstruction.of an existing non-residential structure
that has been destroyed or demolished, if the building permit for
reconstruction is obtained within one year:after the building was destroyed
or demolished, there is no change in the land use designation of the
property, and the square footage of the replacement building does not
exceed the square footage of the building that was destroyed or
demolished.
d. Any addition to'an existing non-residential structure of 500 square feet or
less.
e. Any public or.quasi-public development on lands.designated Public/Semi-
Public or Education on the General Plan Land Use Map, as of the effective
date of the Fee, so long as such development is intended to serve
development in the City and does not itself generate a need for additional
public-infrastructure needed to serve.new development, as in the way new
residential development generates new residents requiring City services,
and new non-residential development generates new employees in the City
using City services.
f. Low and/or moderate income senior citizens housing projects owned and
developed by a charitable, nonprofit organization recognized as such by
the United States Internal Revenue Service and the State of California
Franchise Tax Board.
g. The City Council, .in its discretion, may determine that the Fee is
inapplicable to certain development'constructed or to be constructed by a
public entity on land having an appropriate General Plan land use
designation provide that the City Council finds that such inapplicability is
in the interest of the public health, safety and/or welfare, for reasons
specified-in the findings. Such reasons May include, but are not.limited to,
that the Fee as it would apply to such development by a public entity will
be sufficiently recovered in whole or in part from residential development,
the residents of which may constitute the primary users of the public entity
development.
8. Use of Fee Revenue.
The revenues raised by payment of the Fee shall be placed. in a separate, interest
bearing.account to..permit accounting for such revenues and the interest that they
generate. Such revenues and interest shall be used only for the Facilities and the
purposes for which the Fee was collected, which arc the following:
a. To pay for design, engineering, right-of-way or land acquisition and
consti•uctiort and/or acquisition of the- Facilities and reasonable costs of
outside consultant studies related thereto;
b. To reimburse the City for the Facilities constructed by the City with funds
from other sources including funds from other public entities, unless the
City funds were obtained from grants or gifts intended by the grantor to be
used for the Facilities. 35—
c. To reimburse developers who have designed and constructed any of the
Facilities with prior City approval and"have entered into an agreement, as
provided in,Section 9, below;.and
d. 'Fo pay for and/or reimburse costs of program development and ongoing.
administration and maintenance of the Fee program, including, but not
limited to; the cost of studies, legal costs, and other costs of updating the
Fee.
9. Credits and Reimbursement for Developer Constructed Facilities.
The City and a-developer.may enter into an improvement agreement to allow the
developer to construct certain of the Facilities. Entering such an agreement is in
the City's sole discretion. Such agreement shall provide for security for the
developer's commitment to construct the Facilities .and shall refer to this
resolution for credit and reimbursement. if the City enters into such an agreement
with a developer pr'i'or to construction of one or more of the Facilities, the City
shall provide thedeveloper a credit in accordance with the following:
a. Credit Amount.
The credit shall be in the amount of the lowest bid received for
constructionofthe facility, as approved by the City Engineer. However, in
no event shall a credit pursuant to this•provision.exceed the current facility
cost. For'the purposes of this section, such current facility cost shall be the
amount listed in, the Report for the particular facility, as subsequently
adjusted pursuant to Sections 13 and 14 of this Resolution prior to
issuance of .the building perinit for thatfacility. Once issued, credit
pursuant to this section shall not be adjusted for inflation or any other
factor. Credit provided pursuant to this section is not transferable.
b. Application of Credit.
Developers may apply credit given pursuant to this section against the Fee
applicable to a particular project until the credit is exhausted or an excess
credit results. The total credit shall be divided by the number of units or
square footage.of building space(Or combination thereof for a Mixed Use
Development) to determine the amount of credit which can 'be applied
against the Fee for each unit of measurement and, if the credit per unit of
measure.is less than the Fee per.unit of measurement, the developer shall
pay the difference for each residential unit or square footage of building
space.
c. Reimbursement for Excess Credit.
Reimbursement for excess credit shall only be from remaining unspent
Fee revenues. Once all the Facilities have been constructed or acquired,
and to the extent Fee revenues are sufficient to cover all claims for
reimbursement of Fee revenues, including reimbursement for excess
• credit, developers with excess credit shall be entitled to reimbursement,
subject,to such developers certifying in Writing to the City that the cost of 3�
constructing the,facility that resulted in an excess credit was not passed on
to homeowners, and indemnifying the .City .from land-owner claims for
reimbursement under the Mitigation Fee Act,. and Section 66001 in
particular. If remaining Fee revenues alter all of the Facilities have been
constructed. or acquired are insufficient to cover all claims for
reimbursement of Fee revenues; such claims, including claims- for
reimbursement of excess credit, shall be reimbursed on a pro rata basis in
accordance with applicable law.
10. Standards.
The standards upon which the need for the Facilities is based are the standards of
the City, including the standards contained in the General Plan and its FIR and
those City standards reflected in the Report.
11. Periodic Review.
a. During each fiscal. year, the City Manager shall prepare a report for the
City Connell, pursuant to Government Code Section 66006, identifying
the balanee.of Fee revenues in the Fee account. -
b. Pursuant to Government Code Section 66002, the City Council shall also
review, as part of any adopted City Capital Improvement Plan each year,
the approximate location, size, time of availability and estimates of cost
for all Facilities to be financed with the Fee. The estimated costs shall be
adjusted in accordance with appropriate indices of inflation. The City
Council shall make findings identifying the purpose to which the existing
Fee revenue balances are to be put and 'demonstrating a reasonable
relationship between the Fee and the purpose for which it is charged.
12. Subsequent-Analysis and Revision of the Fee.
The Fee set forth herein is adopted and implemented by the City Council in
reliance on the..Record-identified above. The City may continue to conduct further
study and analysis to determine whether the Fee should be revised. When
additional information is available, the City Council may review the Fee to
determine that the Fee amounts remain reasonably related to the •impacts of
deyelopthent within the City of Petaluma.and•areas included in the City's General
Plan. The City Council may revise the Fee to. incorporate findings and
conclusions of further studies and any standards in General Plan and/or the
General Plan EIR, as well as increases due to inflation and increased construction
costs.
13. Fee Adjustments.
a. Annual CPI Adjustments. The Fee established will escalate or decrease
annually by the same percentage the latest "Engineering News Record
Construction Cost Index-20 City Average" ("Index") annually escalates
or decreases. The adjustment shall be based on a comparison of the most
recent Index:to the Index in the month ofadoption of the Fee, or the Index
used for the prior adjustment of the Fee. The Finance Director shall
compute the increase or decrease in such Fee. Such Fee,adjustments will
take effect each July 1st.
b. Refund Applications Based on 2008 Development Fees Paid. Current
owners of development that paiddevelopment fees pursuant to Resolution
No. 2008-093 N.C.S. may apply for a refund of the difference, if any,
between the total development fees that owner paid pursuant to said
resolution ("prior fee"), and the resolution(s). that superseded the
resolution listed in this provision ("current fee"), if the total amount of
prior fees paid exceeds the total amount of current fees applicable to that
development, subject to the following:
I. To be eligible for a refund, current development owners must certify in
writing to the City that the owner has not recovered or is not
recovering from third parties such as tenants or others the amount of
the prior fees paid or the amount by which the prior fees exceeds the
current fees.
2. Any refunds pursuant to this provision shall only be. paid from
existing, un-obligated, unspent Fee revenue balances. The City will
have no obligation to pay refunds to any owner absent sufficient
existing, un-obligated, unspent Fee revenue balance available for that
purpose.
3. If existing, un-obligated, unspent Fee revenue balances are insufficient
to cover eligible applications for ,refund, such eligible applications
shall be paid refunds on a pro rata basis in accordance with applicable
law.
14. Administrative Guidelines.
The Council may, by resolution, adopt administrative guidelines to provide
procedures for' calculation, credit, reimbursement, payment and other
administrative aspects of the Fee. Such guidelines may include procedures for
construction of designated Facilities by developers.
15. Effective Date.
This resolution shall become effective 60 days following its adoption in
accordance withiCaliforniaGovernment Code section 66017, subdivision (a).
16. Severability.
Each component of the Fee and all portions of this Resolution are severable.
Should any individual component of the Fee or other provision of this Resolution
be adjudged to be invalid and unenforceable, the remaining component or
provisions shall be and continue to be fully effective; and the Fee shall be fully
effective except as to that component that has been judged to be invalid.
17. Supersession/Repeal/Savings Clause.
38
All resolutions and parts thereof in conflict with-the provisions of this resolution
are superseded, and repealed, effectiveon the effective date of this resolution.
However, violations, rights accrued, liabilities accrued,,or appeals taken, prior to
the effective date of this resolution, under any chapter, ordinance, or part of an
ordinance, or resolution or part of a resolution,.shallbe deemed to remain in full
force for the purposeof sustaining any proper suit, action, or other proceedings,
with respect to any such violation, right, liability or appeal.
3?
EXHIBIT A
PARK LAND DEVELOPMENT IMPACT FEE
• LandUseType Fee.Amount Unit of Measurement
Single Family Residential $5,212 Unit
Multifamily Residential $3,510 Unit
Accessory Dwelling $1,788 Unit
Commercial $987 1,000 square feet of building space
Office $944 1,000 square feet of building space
Industrial $601 1,000 square feet of building space
ya
ATTACHMENT 3
RESOLUTION REPLACING THE CURRENT PARK LAND ACQUISITION FEE
RESOLUTION FOR NON-QUIMBY ACT DEVELOPMENT PROJECTS TO PROVIDE
FOR PARK LAND ACQUISITION NECESSARY TO SERVE FUTURE
DEVELOPMENT WITHIN THE CITY OF PETALUMA , RESOLUTION NO. 2012-124
N.C.S., ADOPTED AUGUST 27, 2012, TO AMEND PRIVISIONS GOVERNING
HOUSING DEFINITIONS AND CREDITS FOR PRIOR USES
RECITALS
WHEREAS, the City of Petaluma: General Plan 2025 ("General Plan") outlines future
land uses within theCity of Petaluma ("City") and applies to a;planning'area which includes the
City and land outside the City in unincorporated Sonoma County which'must also be considered
to properly plan for the City's future; and,
WHEREAS, the General Plan of the City was adopted by the Petaluma City Council
("City Council") on May 19, 2008;and,
WHEREAS, an Environmental Impact Report ("EIR",) was prepared for the General
Plan (State Clearinghouse Number 2004082065) pursuant to the California Environmental
Quality Act ("CEQA") and certified by the City Council on April 7, 2008 by Resolution No.
2008-058 N.C.S.; and,
WHEREAS, the General Plan area is shown on the land use maps contained in the
General Plan; and,
WHEREAS, the.City Council last updated the City's Park Land Acquisition Fee (Non-
Quimby Act Development Projects) for New Development by Resolution No. 2012-124 N.C.S.,
adopted August 27, 2012; and,
WHEREAS, the General Plan designates a defined land use for all property within the
City and, based on those uses, calculates the expected number of residents, residential units,
employees, and square footage of nonresidential development that will result if all property in
the City',is developed as planned by the year 2025. The General Plan incorporates policies and
programs to mitigate the impacts of such new development, including policies that require new
development to pay for its proportional fair share of the costs of acquiring and improving public
facilities, including community and neighborhood park improvements, necessary to meet the
demands of residents, employees, customers, and businesses; and,
WHEREAS, the General Plan and its EIR analyze the impacts of development under the
General Plan and proposed mitigation measures, including the creation of fee programs to
require new development to pay for its proportional fair share of the cost of acquiring and
improving public facilities necessary to meet the demands of new residents, employees,
customers, and businesses for such facilities; and,
WHEREAS, Goal 1-G-6 of Chapter 1 of the General Plan provides that the City should
"Maintain a residential growth management system to ensure public, infrastructure keeps pace
with growth"; and, 17/
WHEREAS, Policy 1.-P-48 of Goal 1-G-6 of Chapter 1 of the General Plan•provides-that
the City should "Ensure that all new development provides°necessary public facilities to support
the development," and includes program A which provides that the City should: "Collect
proportionate fair' share of long-term infrastructure improvement costs as entitlements are
granted" and program B: "Initiate design of long term infrastructure improvements in a timely
manner to ensure their completeness to coincide with demand; and,
WHEREAS, Goal 1-0-1 of Chapter 1 of the--General Plan provides that the City should
"Maintain a balanced land use program that meets the long-tenni residential, employment, retail,
institutional, education, recreation, and open space needs of the.community"; and
WHEREAS, Goal 6-G-1 of Chapter 6 of the General Plan provides that the City should
"Retain and expand city-wide parkland recreation assets and programs to maintain the quality of
life they provide to the community"; and,
WHEREAS, Policy 6-P-I of Goal 6-G-1 of Chapter 6 of the General Plan provides that
the City should "Develop additional parkland and recreational facilities:in the city, particularly in
areas lacking these facilities and where new growth isproposed, to meet the standards of
required park acreage"; and,
WHEREAS, Policy 6-P-3 of Goal 6-G-1 of Chapter 6 of the General Plan provides that
the City should "Connect city park with other public facilities, open spaces, employment centers,
and residential neighborhoods by locating new recreation facilities in proximity to these uses and
by fully integrating the parks system with the city's pedestrian, bicycle, and transit systems";
and,
WHEREAS, Policy 6-P-:5 of Goal 6-G-I of Chapter:6;of the General Plan provides that
"New parkland or recreation facilities, beyond those identified in the General Plan, may be
required as part of any development review and entitlement process";and,
WHEREAS, Policy 6-P-6 of Goal 6-G-1 of Chapter 6 of the General Plan provides that
the City should "Achieve and maintain a park standard of 5 acres per 1,000 residents
(community park land at 3'acres per 1,000 population and neighborhood-park land at 2 acres per
1,000 population) and an open-space/urban separator standard of 1-0 acres per 1,000 population,
in order to enhance the physical environment of the city and to-meet the recreation needs of the
community"; and,
WHEREAS, Program (A) of Policy 6-P-6 of Goal 6-G=1 of Chapter 6 of the General
Plan provides that the City should "Revise,the City's park in-lieu fees/dedication requirements to
match.the General Plan standard of 5 acres per 1,000 residents (community park land at 3 acres
per 1,000 population and neighborhood park land at 2 acres per 1,000 population) '; and,
WHEREAS, Program (A) of Policy- 6-P-7 of Goal 6-G-1 of Chapter 6 of the General
Plan provides that the City should "Review and, if necessary, revise the City's Municipal Code
regarding the payment of community park impact fees to maximize all opportunities for funding
community and neighborhood parkland, park improvements, and park operation and
maintenance through.the-developmententitlenient process"; and,
WHEREAS, Goal 6-G-2 of Chapter 6 of the General Plan requires that the City should
"Ensure park and recreational assets are maintained to allow safe access and use"; and, /f
WHEREAS, Policy 6-P-1.7 of Goal 6-G-2 olChapter 6 of the General Plan providesthat
"Recognizing that the maintenance of City assets is a matter of civic pride, priority andsafety,
the Cityshall'work with citizens; businesses, schools, organizations, and public agencies to fund
an acceptable level of maintenance for all city-owned park and recreational facilities'; and,
WHEREAS; Chapter 20.34 of the Petaluma Municipal Code, adopted pursuant to
California Government Code Section 66477 (the "Quimby Act"), requires the dedication of
parkland for residential development subject to the Quimby Act, or the payment of a fee in lieu
of dedicating property. The Quimby Act applies only to fees and/or dedications imposed on
certain subdivisions subject to the Subdivision Map Act (California Government Code Section
64410 et seq.) to fund land acquisition costs for park orrecreational purposes. The Quimby Act
does not apply to imposition of fees for park land acquisition imposed on development not
governed by the Quimby Act (such as existing residential lots, minor subdivisions that do not
seek building permits within four years of receiving parcel map approval, or commercial, office
and industrial projects); and,
WHEREAS, residents who'will occupy future residential units that are not subject to the
Quimby Act will nonetheless create demand for park land space; and,
WHEREAS, employees who work in future commercial, office and industrial projects
will also create demand for park'land space for lunchtime activity and picnics, before and after
work activities, and sports leagues and other recreational activities; and,
WHEREAS, the City retained Municipal Resource Group, LLC to determine, based in
part on the land use designations provided by the General Plan, the acquisition of park land that
would be necessary to maintain the level of those services provided to the community and'to
fund new developments share iof costs of acquiring and constructing the park land acreage
necessary to maintain the existing, ratio of park land acreage to Petaluma's service population;
and,
WHEREAS, Municipal Resource Group, LLC prepared the "City of Petaluma
Mitigation Fee Act Nexus Report & Quimby Act In-Lieu Fee Report" ("Report"), dated August
14, 2012 ("Report"), a copy of which is on file in the Office of the City Clerk and hereby made a
part of this Resolution by reference. The Report, in Chapter VI and Appendix R, outlines the cost
of park land necessary to maintain the;current levels of park land provided to the community and
thereby meet the demands of new residents for such park land through build out under the
General Plan. The Report estimates the cost in current dollars of acquiring the amount of
suitable park land to meet the General Plan standard, and calculates the fees necessary to raise
the revenue necessary to pay for that cost attributable to new development; and,
WHEREAS, the Report, the General Plan and the General Plan HR describe.the'impacts
of contemplated future development on existing public facilities in the City of Petalwria related
to maintaining the General Plan park land standard and analyze the need for new park land
acquisition required by future development within the City of Petaluma, described above and in
Chapter VI and Appendix R of the Report; and,
WHEREAS, the Report estimates the cost in current dollars of the required additional
park land, assigns those costs attributable to new development, and calculates the fees necessary
to raise the revenue necessary to pay for the park land acquisition costs attributable to new
development; and,
VS
WHEREAS, the Report demonstrates the appropriateness of adopting a fee based on
current estimates of the need for and cost,of acquiring;park land needed to accommodate new
development including(1) an estimate of the increase in the City's service population by the.year
2025, the planning horizon of the General Plan, (2) the amount of park acreage that will need to
be developed to meet th'e General Plan standard; and (3) the cosi of acquiring and developing
the park land identified as necessary to meet the demands of the estimated increases in the City's
service population by 2025; and,
WHEREAS, the Park Land Acquisition Fee is not a "tax" as defined in Section 1,
paragraph (e) of Article XIIIC of the California Constitution ("Proposition 26") because such fee
is imposed for a specific benefit conferred or privilege granted directly to the payor that is not
provided to those not charged, and which does not exceed the reasonable cost to the City of
providing the service or product; and/or the fee is imposed for a specific government service or
product provided directly to the payor that is not provided to those not charged, and which does
not exceed the reasonable cost to the City of providing the service or product; and/or the fee is
imposed for the reasonable regulatory costs to the City of issuing licenses and permits,
performing investigations, inspections and audits, enforcing agricultural marketing orders and
the administrative enforcement and adjudication thereof; and/or.the fee is imposed as a condition
of property development; and,
WHEREAS, the Park Land Acquisition Fee is not subject to the requirements of Article
XIIID of the California Constitution ("Proposition 218") concerning property related
assessments and fees pursuant to Apartment Association of Los Angeles County v. City of Los
Angeles (2001) 24 Cal.4" 830, in that such fee is not applicable to incidents of property
ownership, but rather to actual use of and need for City services and/or facilities; and,
WHEREAS, in accordance with Government Code Section 50076, fees and charges that
do not exceed the reasonable,cost of providing the service or regulatory activity for which the
fees are charged and which are not levied for general revenue purposes are not special taxes as
defined in Article 3.5 of the Government Code; and,
WHEREAS, in'accordance with Government Code Section 66016, at least fourteen (14)
days prior to the public meeting at which this Resolution ,was adopted, notice of the time and
place of the meeting was mailed to eligible interested parties who filed written requests with the
City for mailed notice of meetings on new or increased fees or service charges; and,
WHEREAS; in accordance with Government Code Section 66016, the Report was
available for public inspection, review, and comment for ten (10) days prior to the public
meeting at which the City Council considered the adoption of this Resolution;,and,
WHEREAS, ten (10) days advance notice of the public meeting at: which the City
Council considered adoption of this resolution was given by publication in accordance with
Government Code Section 6062a; and,
WHEREAS, on September 12, 2012, the City Council adopted Ordinance No. 2444
N.C.S. which adds new Title 19; entitled "Development Fees," to the Petaluma Municipal Code
("Code") and amends, repeals and/or recodities various provisions authorizing the City's
development-related fees, including the City Facilities Development impact Fee, Park Land
Development Impact Fee, Open Space Land Acquisition Fee, Park Land Acquisition Fee (Non-
Quimby Act), Park Land Acquisition Fee (Quimby Act), and Traffic Development Impact Fee.
yY
FINDINGS
WHEREAS, the City Council,finds as follows:
A. After considering Chapter VI and Appendix R of the Report, the testimony
received at the noticed public meeting rat which this resolution was adopted, the
accompanying staff report, the General Plan, the General Plan EIR, and all
correspondence received at or prior to the public meeting (the "Record"), the
Council approved and adopted the Report by Resolution No. 2012-124; and the
City Council further found that the future development in the City of Petaluma
will generate theneed for the Facilities, and the•Facilities are consistent with the
City's General Plan.
B. The City currently provides park land to Petalumaresidents and employees at the
ratio of five acres of park land per 1,000 population, and the fee set forth in this
resolution will be used to maintain current service levels. As such, the Park Land
Acquisition Fee as 'it relates to development within the City is not a "project"
within the meaning'of CEQA (Pub.Res. Code §21,080(b)(8)(D)).
C. In adopting this resolution, the Council is exercising its powers,under Article XI,
§§5 and 7 of the California Constitution, Chapter 5 of Division 1 of the
Government Code ("Mitigation Fee Act"), commencing with Section 66000,
Section 54 of the City of Petaluma Charter, and Chapter 19.12 of the Petaluma
Municipal Code, collectively and separately.
D. The Record establishes:
1. In accordance with Section 66000, subdivision a, paragraph 1 of the
Mitigation Fee Act,the purpose of the Park Land Acquisition Fee (Non-
Quimby Act) (the "Fee"), set forth in this resolution, as specified in
Chapter V of the,Report, is to provide funding"to achieve the City's goal
of maintaining existing service levels and to provide adequate park land
for Petaluma residents and employees as established in the General Plan.
Existing standards for park land have been identified which have been
used as the basis to maintain these standards for future development and to
mitigate the impacts caused by future development in the City.,
2. In accordance with Section 66000, subdivision a, paragraph 2 of the
Mitigation Fee Act, the Fee collected pursuant to this resolution shall be
used to purchasepark land as described in the Report.and the General Plan
("the Facilities"). The Facilities, which are specifically described in
Chapter VII and Appendix T of the Report, include the following:
• Acquisition of 103 acres of park land.
3. In accordance with section 66000, subdivision a, paragraph 3 of the
Mitigation Fee Act, there is a reasonable relationship between the Fee's
use. (to pay for the acquisition of the Facilities) and the type of
development for which the Fee is chargedin that the fee will be applied all
development in the City — including residential, commercial, office, and
industrial development projects, which will generate new demands for
park land amenities. The park land acquired with the proceeds of the Fee (Tc
will address-and mitigate the additional impacts and demands created by
residential and non-residential development projects.
4. In accordance with Section 66000, subdivision a, paragraph 4, there is a
reasonable relationship between the need for the Facilities and the types of
development projects on which the Fee is unposed in that the Fee will be
applied to new development in the City of Petaluma—both residential and
non-residential. These development projects will generate new residents
and employees who live, work, and/or shop in Petaluma and who generate
or contribute to the demand for park land, because the new residents and
employees will benefit from park land acquired and the same standard of
park land will be provided to new resident and employees as to existing
residents and employees.
5. In accordance with Section 66000, subdivision b of the Mitigation Fee
Act, there is a reasonable relationship between the amount of the Fee and
the cost of the Facilities, or the portion thereof attributable to the
development in the City on which the Fee is imposed in that the Fee has
been calculated by apportioning the cost of acquiring new park land to
each type-of new residential unit, and to,the "resident equivalent" of each
employee generated by commercial, office and industrial development
projects: The full cost of the Facilities has beenallocated to the Fee
because the entire cost will be incurred to provide the same standard of
park land to future residents and employees as is provided to existing
residents and employees.
6. The cost estimates set forth in the Report•are reasonable estimates for
acquiring the Facilities, and the Fees expected to be generated by future
development will not exceed the projected cost of acquiring the Facilities.
7. The method of allocation of the Fee to a particular development bears a
fair relationship and is roughly proportional to each development's burden
on and-benefits from the.Facilities to be funded by the Fee, in that the Fee
is calculated based on the number of residents or employees each
particular development will generate.
8. The Report is a detailed analysis of how public services will be affected
by development in the City and the public facilities required to
accommodate that development.
9. The Fee is consistent with the General Plan and, pursuant to Government
Code Section 65913.2; the City Council has considered the effects of the
Fee with respect to the City's-housing needs as established in the housing
element of the General Plan.
10. The Fee amounts set forth in Exhibit A include the reasonable costs of
administration and compliance of the Fee program with the requirements
of the Mitigation Fee Act and other applicable law. The Fee program and
administration cost is calculated to be approximately 2% of the total Fee
as indicated-in Chapter VII of the Report.
y6
ADOPTION OF FEE
NOW, THEREFORE, BE IT RESOLVED,
Definitions.
a. "Accessory Dwelling" shall mean a second unit which meets the standards
set forth in Section 7.030 of Chapter 7, "Standards for Specific Land
Uses" of-the City of Petaluma Implementing Zoning Ordinance ("IZO"),
as modified 6y,any subsequent,amendment or successor zoning ordinance
and/or development code provision adopted by the City which defines
Accessory Dwelling, second unit or seconddwelling unit."
b. "Commercial' shall mean any development constructed or to be
constructed on land having a General 'Plan 2025 land use or zoning
designation, as established in the Implementing Zoning Ordinance, No.
2300 N.C.S., or any successor ordinance, for facilities for the purchase and
sale of commodities and services and the sales; servicing, installation, and
repair of such commodities and services and other uses incidental to these
activities. Commercial land uses include but are not limited to: apparel and
clothing stores; auto dealers and malls; auto accessories stores; banks and
savings and loans; beauty salons; book stores; discount stores and centers;
dry cleaners drug stores; eating and drinking establishments; furniture
stores and outlets; general merchandise stores; hardware stores; home
furnishings and improvement centers; laundromats; liquor stores; service
stations; •shopping centers; supermarkets; bicycle shops; cameras and
photographic supply stores; convenience stores; department stores; drug
stores and pharmacies; jewelry stores; luggage and leather goods stores;
sporting goods and equipment stores; stationery stores; collectible stores;
second hand goods stores; religious,goods stores; hobby materials stores;
small wares stores; plant sales; bowling alleys; coin-operated amusement
arcades; dance halls, clubs and ballrooms; electronic game arcades; ice
skating and, roller' skating establishments; pool and billiard rooms;
amusement and theme parks; go-cart tracks; golf driving ranges; miniature
golf courses; water slides; banks and trust companies; credit agencies;
holding companies; lending and thrift institutions; securities/commodity
contract brokers and dealers; fueling stations and gas stations; security and'
commodity exchanges; vehicle finance leasing.agencies; restaurants, cafes
and coffee shops; and movie theatres and civic theatres.
c. `Developed" and "Development" shall mean the construction or alteration
of oraddition to, other than by the City; of any building or structure within
the City of Petaluma.
d. "Facilities shall include those municipal public facilities as are described
in the Report related to providing general improvements to community
andneighborhood park lands. "Facilities" shall also include comparable
alternative facilities should later changes in projections,of development in
the region necessitate construction of such alternative facilities; provided
that the City Council later determines (1) thatthere is a reasonable
relationship between development within the City of Petaluma and the
need for the alternative facilities; (2) that the alternative facilities are v7
•
comparable to the facilities in the,.R'eport;.and (3.) that the revenue from
the Fee will be used only to.paynew development's fairand proportionate
share of the alternative facilities:
e. "industrial".shall.mean any development constructed or to be constructed
on land having a General Plan 2025 land use or zoning designation as
established in the Implementing Zoning Code, Ordinance No. 2300
N.C.S., or any successor ordinance, for the manufacture, production,
assembly, and processing of consumer goods, uses incidental 'to those
activities; and research, development and warehousing, Industrial land
uses include, but are not limited to: assembly; contractor's storage yards;
fabrication; lumber yards; manufacturing; outdoor stockyards and service
yards; printing; processing; warehouses and distribution centers;
wholesale and heavy commercial enterprises; clothing, fabric and other
product manufacturing; electronics, equipment, and appliance
manufacturing; metal products fabrication, machine and welding shops;
paper product manufacturing; food and beverage product manufacturing;
small-scale .Manufacturing; lumber and wood product manufacturing;
machinery manufacturing; motor vehicle and transportation equipment
manufacturing; stone and cut stone product manufacturing; structured clay
and .pottery product manufacturing; processing of building materials,
chemicals, fabricated metals, paper products, machinery, textiles, and/or
equipment; and collection, sorting and processing enterprises.
f. "Mixed Development" shall mean a development that includes more than
one of the types of development defined in this Section 1 . Mixed
developments may combine residential types of development (Single
Family and Multifamily), non-residential types of development
(Commercial, )ndustrial, and Office), or a combination of residential and
non-residential types of development.
g. "Multifamily Residential" shall mean any residential Development that
does not.qualify as detached single family dwelling unit Development as
defined in the Report, as adopted by the City.
h. "Office" shall mean any developfent constructed or to be constructed.on
land having a General Plan 2025 land use or zoning designation, as
established in the Implementing Zoning Ordinance, ,Ordinance No: 2300
N.C.S,, or any successor ordinance, for general business offices, medical
and professional offices, administrative or headquarters offices for large
wholesaling or manufacturing operations, and other uses incidental to
these activities. Office land uses include but are not limited to:
administrative headquarters; business parks; finance offices; insurance
offices; legal offices; medical and health services'offices; office buildings;
professional ,and administrative offices; professional associations; real
estate offices; and travel agencies.
i. "Single Family Residential" shall mean detached, single-family dwelling
unit development as defined in the Report, as adopted by theCity.
Y8
2. Park Land Acquisition Fee (Non-Quimby Act Development.Projects) Imposed.
Pursuant to the Mitigation Fee Act and Chapter 19.12 of the City of Petaluma
Municipal Code, a Park Land Acquisition Fee (Non-Quimby Act Development.
Projects) shall be imposed and paid at the times and in the amounts and otherwise
apply and -be administered as prescribed in this Resolution on each type of
development set forth in Exhibit A, which is attached to and made ,a part of this
Resolution, including each portion of such Development within Mixed
Development.
3. Time for Imposing Fee.
In accordance with Government Code Section 65961, the Fee for residential
subdivision development for which tentativeor parcel maps are required pursuant
to the Subdivision Map Act (Government Code Section 66410 et seq.) shall be
imposed at the time of approval of the conditions that apply to the tentative or
parcel'map for such residential subdivision development, as applicable. Payment
of the Fee shall,be deemed to be a condition of all such tentative or parcel maps.
Notwithstanding this Section 3, the time for payment of the Fee for all
development, including Single Family Residential and Multiple Family
Residential subdivisions, shall be as specified in Section 4, below.
4. Time for Fee.Payment.
a. In accordance with Government Code Section 66007, the Fee shall be
charged and paid for each residential development upon the date of final
inspection or issuance of the certificate of occupancy for such residential
development; whichever is earlier; however, if the Fee is to reimburse the
City, for expenditures previously made, of if the City determines that the
Fee will be collected for Facilities for which an account has been
established and funds appropriated and for whichtheCity has adopted a
proposed construction schedule prior to issuance of the building permit for
such residential development, then the Fee shall be charged and paid upon
issuance of the building permit for such residential development.
However, with respect to a residential development proposed by a
nonprofithousing developer in which at least forty-nine percent (49%) of
the total units are reserved for occupancy by lower income households, as
defined in Health and Safety Code Section 50079.5, at an affordable rent,
as defined in Healthand Safety Code Section 50053, the payment
procedures described in Government Code Section 66007(b)(2)(A)-(6)
shall apply.
b. The Fee shall be charged and paid for each non-residential Development
upon issuance of the building permit for such non-residential
Development.
c. The Fee shall be charged and paid for each Mixed Development upon the
times specified in'this Section 4 that apply to such Mixed Development.
For example, if a Mixed Development includes residential Development
and non-residential Development, and the Fee is to reimburse the City for
expenditures previously made, or the City has made the required
determinationto permit requiring payment of the Fee upon issuance of the 79
building permit, and the procedures in Government Code section
66007(b)(2)(A)-(E3) do not apply, the Fee as applicable to the entire mixed
development shall be paid upon' issuance of the building permit for the
Mixed Development. If a Mixed Development includes residential and
non-residential development, and the Fee is not to reimburse the City for
expenditures previously made or the City has not made the required
determination to permit requiring:payment of the Fee uponissuance of the
building permit, the Fee as to the residential portion of the mixed
development shall be paid upon the earlier of the date of final inspection
or issuance of the certificate of occupancy for such residential portion, and
the Fee as to the. non-residential portionof the Mixed Development shall
be paid upon issuance of the building permit for such non-residential
portion.
5. Amount of Fee.
a. The amount of-the -Fee for residential and non-residential development
shall be as set forth in Exhibit A.
b. The amount of the Fee for Mixed Development shall be the sum of the
following, as applicable:
1. The applicable amount per unit pursuant to Section 5(a), above, for
each.residential development within a Mixed Development.
2. The applicable amount per 1,000 square feet of Development pursuant
to Section 5(a), above, for each nonresidential Development or portion
of such Development within a Mixed Development.
c. Any non-residential development on property on which a building or
structure was demolished or on which the use of an existing structure
changes to a more intensive use shall pay a prorated fee equal to the fee
calculated pursuant to this resolution that is applicable to the new
development or use, less the fee applicable to the prior development or
use, so long as such prior use was in existence at-the time of adoption of
General Plan 2025.
d. Any development on any parcel any portion of which is located within one
half-mile of any portion of a parcel identified as a possible future location
for SMART Rail Station on which parcel proposed for development a
building or structure was demolished or on which the use of an existing
structure changes to a more intensive use shall pay a prorated fee equal to
the-'fee-calculated pursuant to this resolution that is applicable to the new
development or use, less the fee- applicable to the prior development or
use, so long as such prior use was in existence at the time of adoption of
General Plan 2025.
6. Designation of Developments.
Nonresidentialdevelopments, other than Mixed Developments (but including
non-residential developments within Mixed Developments) that are not within the
definition of a use defined in this resolution shall be assigned to one of the 50
defined use categories by the City Manager for purposes of imposition and
charging of the.Fee. The City Managershall assign such categories as consistently
as possible within the detinifions of such categories established' pursuant to this
resolution or as later amended by the City Council. The City Manager may also
designate Development as Multifamily or Single-Fatiily based on the actual
number of dwelling units per structure withiirthe'development.
7. Inapplicability of Fee.
The Fee shall not apply to:
a. Any alteration or addition to a residential structure, except to the extent
that a residential unit is added to a single family residential unit or another
unit is added to an existing multi-family residential unit.
b. Any replacement or reconstruction of an existing residential structure that
has been destroyed or demolished, if the building permit for reconstruction
is obtained within one year alter the building was destroyed or
demolished. This subsection shall not apply if the replacement or
reconstruction increases the square'fobtage of the structure by 50 percent
(50%) or more.
c. Any replacement or reconstruction of an existing non-residential structure
that has been destroyed or demolished, if the building permitfor
reconstruction is obtained within one year after the building was destroyed
or demolished, there is no change in the land use designation of the
property, and the square footage of the replacement building does not
exceed the square footage of the building that was destroyed or
demolished.
d. Any addition to an existing non-residential structure of 500 square feet or
less.
e. Any public or quasi-public development on lands designated Public/Semi-
Public or Education on the General Plan Land Use Map, as of the effective
date of the Fee, so long as such development is intended to serve
development in the City and does not itself generate a need for additional
public infrastructure needed to serve new development, as in the way new
residential development generates new residents requiring City services,
and new non-residential development generates new employees in the City
using City services.
f. Low and/or moderate income senior citizens housing projects owned and
developed by a charitable, nonprofit organization recognized as such by
the United States Internal Revenue Service and the State of California
Franchise Tax Board.
g. The City Council, in its discretion, may determine that the Fee is
inapplicable to certain development constructed or to be constructed by a
public entity on land having an appropriate General Plan land use
designation provide that the City Council finds that such inapplicability is
in the interest of the public health, safety and/or welfare, for reasons 7�
specified in the findings. Such reasons may include, but are not limited to,
that the Fee as itwould apply to suchdevelopmentby a public entity will
be sufficiently recovered in whole Or in part from residential development,
the residents of which may constitute the primary users of the public entity
development.
8. Use of Fee Revenue.
The revenues,raised by payment of the Fee shall be placed in a separate, interest
bearing account to permit accounting for such revenues and the interest that they
generate. Such revenues and interest shall be used only for the Facilities and the
purposes for which the Fee was collected, which are the following:
a. to pay for design, engineering, right-of-way or land acquisition and
construction and/or acquisition of the Facilities and reasonable costs of
outside consultant studies related thereto;
b. To reimburse theCity for the Facilities constructed by the City with funds
from other sources including funds from other public entities, unless the
City funds were obtained from grants or gifts intended by the grantor to be
used for the Facilities;
c. To reimburse developers who have designed and constructed any of the
Facilities with prior City approval and have entered into an agreement, as
provided in Section 9, below; and
d. To pay for and/or reimburse costs of program development and ongoing
administration and maintenance of the Fee program, including, but not
limited to, the cost of studies, legal costs, and other costs of updating the
Fee.
9. Credits and Reimbursement for Developer Constructed or Acquired Facilities.
The City and a developer may enter into an improvement agreement to allow the
developer to construct certain of the Facilities. Entering such an agreement is in
the City's sole discretion. Such agreement shall provide, for security for the
developer's commitment to construct the Facilities and shall refer to this
resolution for credit and reimbursement. If the City enters into such an agreement
with a developer prior to construction of one or more of the Facilities, the City
shall provide the developer a credit-in accordance with the.following:
a. Credit Amount.
The credit shall be in the amount of the lowest bid received for
construction of the facility, as approved by the City Engineer. However, in
no event shall a credit pursuant to this provision.exceed the current facility
cost. For the purposes of this section, such current facility cost shall be the
amount listed in the Report for the particular facility, as subsequently
adjusted pursuant to Sections 13 'and 14 of this Resolution prior to
issuance of the building permit for that facility. Once issued, credit
pursuant to this section shall not be adjusted for inflation or any other
factor. Credit provided pursuant to this section is not transferable. /a
• b. Application of Credit.
Developers may, apply-credit given pursuant to this section against the Fee
applicable to a:particular project until.the credit is exhausted or an excess
'credit results. The total credit.shall be divided by the number of units or
square footage of building space(orcombination thereof for a Mixed Use
Development) to determine the amount of credit which can be applied
against the Fee for each unit of measurement and, if the credit per unit of
measure is less than the Fee per unit of measurement, the developer shall
pay the difference for each residential unit or square footage of building
space.
c. Reimbursement for Excess Credit.
Reimbursement for excess credit shall only be from remaining unspent
Fee revenues. Once all the Facilities have been constructed or acquired,
and to the extent Fee revenues are sufficient to cover all claims for
reimbursement of Fee revenues; including reimbursement for excess
credit, developers with excess credit §hall be entitled to reimbursement,
subject to,such developers certifying in writing to the City that the cost of
constructing the facility that resulted in an excess credit was not passed on
to homeowners, and indemnifying the City from land-owner claims for
reimbursement under the Mitigation Fee Act, and Section 66001 in
particular. If remaining Fee revenues afier all of the Facilities have been
constructed or acquired are insufficient to cover all claims for
reimbursement of Fee revenues; such claims, including claims for
reimbursement of excess credit, shall be reimbursed on a pro rata basis'in
accordance with applicable law.
10. Standards.
• The standards upon which the need forthe Facilities is based are the standards of
the City, including. the standards contained in the General Plan and its E1R and
those City standards reflected in the Report.
11. Periodic Review.
a. During each Iiscal year, the.City Manager shall prepare a report for the
City Council, pursuant to Government Code Section 66006; identifying
the balance of Fee revenues in the Fee account.
b. Pursuant to Government Code Section 66002, ;the City-Council shall also
review, as part of any adopted City Capital Improvement Plan each year,
the approximate location, size, time of availability and estimates of' cost
for all Facilities to be financed with the Fee. The estimated costs shall be
adjusted in accordance with appropriate indices of inflation. The City
Council shall make findings identifying the purpose to which the existing
Fee revenue balances are to be put and demonstrating a reasonable
relationship between the Fee and the purpose for'which it is charged.
,c3
12: Subsequent Analysisand Revision of the Fee.
The Fee ,set. forth herein is, adopted •and implemented by the City Council in
reliance on the Record identified above. The City will continue to conduct further
study and analysis to determine whether the' Fee should be revised. When
additional: information is available, the City Council May review the Fee to
determine that the Fee amounts remain reasonably related to the impacts of
development within the City of Petaluma and areas included in the City's General
Plan. The City Council may revise the Fee to incorporate findings and
conclusions of further studies and any standards, in General Plan and/or the
General Plan FIR, as well as increases due to inflation and increased construction
costs.
13. Fee Adjustments.
a. Annual Cr! Adjustments. The Fee established, will escalate or decrease
annually by the same percentage the latest "Engineering News Record
Construction Cost Index-20 City Average" ("Index") annually escalates
or decreases. The adjustment shall be based on a comparison of the most
recent'Index to the Index in the month-of adoption of the Fee, or the Index
used for the prior adjustment of the Fee. The Finance Director shall
compute the increase or decrease in such Fee. Such Fee adjustments will
take effect each July 1St.
b. Refund Applications Based on 2008 Development Fees Paid. Current
owners of development that paid development fees pursuant to Resolution
No. 2008-092 N.C.S. may apply for a refund of the difference, if any,
between the total development fees that owner paid pursuant to said
resolution ("prior fee"), and the resolution(s) that superseded the.
resolution listed in this provision ("current fee"), if the total amount of
prior fees paid exceeds the total amount oEcurrent fees applicable to that
development,subject to the following:
1. To be eligible for a refund, current development owners must
certifying in writing to the City.that the owner has not recovered or is
notrecovering from third parties such as tenants-or others the amount
of the prior lees paid or the amount by which the prior fees exceed the
current fees.
Any refunds pursuant to this provision shall only be paid from
existing, un-obligated, unspent Feerevenue balances. The City will
have no obligation to pay refunds to any owner absent sufficient
existing, un-obligated, unspent Fee revenue balance available for that
purpose.
3. If existing; un-obligated, unspent Fee revenue balances are insufficient
to cover eligible applications for refund, such eligible applications
shall be paid refunds a pro rata basis in accordance with applicable
law.
•
14. Administrative Guidelines.
The Council may, by resolution, cadopt administrative -guidelines to provide
procedures for calculation, credit, reimbursement, or deferred payment and other
administrative aspects of the; Fee. Such guidelines may include procedures for
construction of designated Facilities by developers.
15. Effective Date.
This resolution shall become effective 60 days following its adoption in
accordance with California Government Code section 66017, subdivision (a).
16. Severability.
Each component of the Fee and all portions of this Resolution are severable.
Should any individual component of the Fee orother provision of this Resolution
be adjudged: to be invalid and unenforceable, the remaining component or
provisions shall be and continue to be fully effective, and the Fee shall be fully
effective except as to that component that has been judged to be invalid.
17. Supersession/Repeal/Savings.
All resolutions and parts thereof in conflict with the provisions of this resolution
are superseded and repealed, effective on the effective date of this resolution.
However, violations, rights accrued, liabilities accrued, or appeals taken prior to
the effective date of this resolution, under any chapter, ordinance, or part of an
ordinance, or resolution or part of a resolution, shalt be deemed.to remain in full
force for the purpose,of sustaining any proper suit, action, or other proceedings,
with respect to any such violation, right,liability or appeal.
EXHIBIT A
PARK LAND ACQUISITION FEE (NON-QUIMBY ACT DEVELOPMENT PROJECTS)
Land'Use Type iEee,Anfount Unit oFMeasuuement
Single Family Residential $1,616 Unit
Multi-Family Residential $1,093 Unit
Accessory Dwelling $554 Unit
Commercial $306 1,000 square feet of building space
Office $293 1,000 square feet of building space
Industrial $186 1,000 square feet of building space
S4
ATTACHMENT 4
RESOLUTION REPLACING THECURRENT OPENSPACE LAND ACQUISITION
FEE RESOLUTION FOR NEW DEVELOPMENT PROJECTS PROVIDING FOR OPEN
SPACE LAND ACQUISITION NECESSARY TO SERVE FUTURE.DEVELOPMENT
WITHIN THE CITY OF PETALUMA, RESOLUTION NO, 2012-123 N.C.S.,.ADOPTED
AUGUST 27, 2012, TO AMEND PROVISIONS GOVERNING HOUSING DEFINITIONS
AND CREDIT FOR PRIOR USES
RECITALS
WHEREAS, the City of-Petaluma: General Plan 2025 ("General Plan") outlines future
land uses within the City of-Petaluma ("City") and applies to a planning area which includes the
City and land outside the City in unincorporated Sonoma County which must also be considered
to properly plan for the City's future; and,
WHEREAS, the General Plan of the City was adopted by the Petaluma City Council
("City Council") on.May 19,2008; and,
WHEREAS, an Environmental Impact Report ("EIR",) was prepared for the General
Plan (State Clearinghouse Number 2004082065) pursuant to the California Environmental
Quality Act ("CEQA") and certilied by the City Council on April 7, 2008 by Resolution No.
2008-058 N.C.S.; and,
WHEREAS, the General Plan area is shown on the land use maps contained in the
General Plan; and,
WHEREAS, the City Council last updated the City's Open Space Acquisition Fee for
New Development by Resolution No. 2012-123 N.C.S., adopted Atigust.27, 2012; and,
WHEREAS, the General Plan designates a defined land use for all property within the
City and, based on those uses, calculates the expected number of residents, residential units,
employees, and.square footage of nonresidential development that will result if all property in
the City is developed as planned.by.the year 2025. The General Plan incorporates policies and
programs to mitigate the impacts of such new development,,including policies that require new
development to pay for its proportional fair share of the costs of acquiring and imp'oJing public
facilities, including community and .neighborhood park improvements, necessary to meet the
demands of residents,employees, customers, and businesses; and,
WHEREAS, the General Plan and its E1R analyze the impacts ofdevelopment-under the
General Plan and proposed mitigation measures, including the creation of fee programs to
require new development to pay for its proportional fair share of the cost of acquiring and
improving public :facilities "necessary to meet the demands of new residents, employees,
customers, and businesses for such facilities; and,
WHEREAS, Goal I-G-6 of Chapter I of the General Plan provides that the City should
"Maintain a residential growth management system to ensure public infrastructure keeps pace
with growth"; and, -
WHEREAS, Policy l-P-48 of Goal 1-G-6 of Chapter 1 of the General Plan provides that
the City should "Ensure that all;new development provides necessary public facilities to support
the development," and includes program A which provides that the City should: "Collect
proportionate fair share of long-term infrastructure improvement• costs as entitlements are
;granted"'and program 13 "Initiate design of long term infrastructure improvements in a timely
manner to ensure their completeness to coincide with demand"; and,
WHEREAS,,Goal 1-G-1 of Chapter I of the,General Plan;provides that the City should
"Maintain a balanced land use program that meets the long-term residential, employment, retail,
institutional, education, recreation, and open space needs of the community", and,
WHEREAS, Policy i-P-18 of Goal 1-0-3 of Chapter 1 of the General Plan provides that
the City should "Maintain a permanent open space around the city through the continued use of
the Urban Separator and the use of an Urban Separator Pathway, as designated"; and,
WHEREAS, Goal 2-G-1 ofChapter 2 of the General Plan provides that the City should
"Preserve P.etaluma's setting as an urban place surrounded largely by rural land uses and
densities, agriculture and open'space"; and,
WHEREAS, Program (E) of Policy 6-P-I of Goal 6-G-I of Chapter 6 of the General
Plan provides that the City ;should "As part of the City's Development regulations establish
common open space requirements for multi-family development.:Such open space shall NOT be
counted toward public park dedication/in lieu fee requirements for meeting neighborhood and/or
community park needs'"; and,
WHEREAS; Policy 6-P-6 of Goal 6-G-I of Chapter 6 of the General Plan provides that
the City should "Achieve and maintain a park standard of 5 acres per 1,000 residents
(community park land at 3 acres per 1,000 population and neighborhood park land at 2 acres per
1,000 population) and an open space/urban separator standard of 10 acres per 1,000 population,
in order to enhance the physical environment of the City and AO meet.the,recreation needs of the
community"; and,
WHEREAS, chapter 20.34 of the Petaluma Municipal Code, adopted pursuant to
California Government Code section 66477 (the "Quimby Act"), requires the dedication of park
land as a part of residential development subject to the Quimby Act, or the payment of a fee in
lieu of dedicating property. The Quimby Act applies only to fees and/or dedications imposed On
certain subdivisions subject to.the Subdivision Map Act (Government Code Section 64410 el
sect) tofund' land acquisition costs.for park or recreational purposes, and the Quimby Act does
• not apply to ihiposition of fees for open space land acquisitions; and,
WHEREAS, the City retained Municipal Resource Group, LLC to,determine, based in
part on the land use designations provided by the General Plan, the acquisition of open space
land thatwould be necessary to•maintain the.level of those services provided to the community
and to fund new development's share of the costs of Maintaining the developed park acreage and
improvements available to Petaluma; and,
WHEREAS, Municipal Resource Group, LLC prepared the "City of Petaluma
Mitigation Fee Act Nexus Report & Quimby Act In-Lieu Fee Report" ("Report"), dated August
14, 2012 ('Report"), a copy of which is on file in the Office;of the City Clerk and hereby made a
part of this Resolution by reference. The Report, in Chapter VII and Appendix T, outlines the
cost of open space lands necessary to, maintain the current levels of open space provided to the
community and thereby meet the•demands of new residents for such open space through build c?'
out under the General Plan..The Report estimates the cost in current dollars of acquiring the
amount of suitable open space land to meet the General Plan standard, and calculates the fees
necessary to raise the reyenue necessary to pay for that cost attributable to new development;
and,
WHEREAS, the Report, the General Plan and;the General Plan FIR describe the impacts
of contemplated future development.pn existing public facilities in the City of Petaluma related
to maintaining.the General Plan open space standard and analyze the need for new open space
land acquisition required by future development within the City of Petaluma, described above
and in Chapter VII and Appeitdix'T of the Report; and,
WHEREAS, the Report estimates the cost in current dollars of the required additional
open space land, assigns hose costs attributable to new development, and calculates the fees
necessary to raise the revenue necessary to pay for the open space land acquisition costs
attributable to new development; and,
WHEREAS, the Report demonstrates the appropriateness of adopting a fee based on
current estimates of the need for and cost of open space land acquisition needed to accommodate
new development including (1') an evaluation of the open space currently available; (2) an
estimate of the increase in the City's service population by the year 2025, the planning horizon
of the General Plan; and (3) the. average cost of acquiring adequate openspace to meet the
demands of the estimated increases in the City's service population by 2025 with respect to
residential and non-residential development projects; and,
WHEREAS, the,Open Space Land Acquisition Fee is not a "tax" as defined in Section
1, paragraph (e) of Article.XIIIC of the California Constitution ("Proposition 26") because such
fee is imposed for a specific benefit conferred or privilege granted directly to the payor that is
not provided to those not charged, and which does not exceed the reasonable cost to the City of
providing the service or product;and/or the fee is imposed for a specific government service or
product provided directly to the payor that is not provided to those notcharged, and which does
not exceed the reasonable cost to the City of providing the service or product; and/or the fee is
imposed for the reasonable regulatory costs to the City Of issuing licenses and permits,
performing investigations, .inspections and audits, enforcing agricultural marketing orders and
the administrative enforcement and adjudication thereof; and/or the feeis imposed as a condition
of property development; and,.
WHEREAS, the Open;Space Land Acquisition Fee,is not subject to the requirements of
Article XIIID. of the California Constitution ("Proposition 218") concerning property related
assessments and fees pursuant to Apartment Association of Los Angeles County v. City of Los
Angeles (2001) 24• Ca1.42 830, in that such fee is not applicable to incidents of property
ownership, but rather to actual use of and need for City services and/or facilities; and,
WHEREAS, in.accordance with Government Code Section 50076, fees and charges that
do not exceed the reasonable cost of providing the service or regulatory activity for which the
fees are charged and which are not levied for general revenue purposes are not special taxes as
defined in Article 3.5 of the Government Code; and,
WHEREAS, in accordance with Government Code Section 66016, at least fourteen (14)
days prior to the public meeting at which this Resolution was adopted, notice of the time and
• place of the meeting was mailed to eligible interested parties who Filedwritten requests with the
City for nailed notice of meetings on new or increased fees or service charges; and,
WHEREAS, in accordance with Government Code Section 66016, the Report was
available for public inspection; review, and comment for ten (10) days prior to the public
tileeting,atwhich the CityCouncil considered the adoptioriof this resolution; and,
WHEREAS, ten (10) days advance notice of the public: meeting at which the City
Council considered adoption of this resolution was given by publication in accordance with
Government Code Section 6062a;-and.
WHEREAS, on September 10, 2012, the City Council adopted Ordinance No. 2444
N.C.S., which adds new Title 19,entitled "Development Fees,"'to the Petaluma Municipal Code
("Code") and amends, repeals and/or recodifies various provisionsauthorizing the City's
development-related fees, including the City Facilities Development Impact Fee, Park Land
Development Impact Fee, Open Space Land Acquisition Fee, Park Land Acquisition Fee (Non-
Quimby Act), Park Land Acquisition Fee (Quimby Act), Traffic Development Impact Fee,
Water and Wastewater Capacity Fees and the Commercial Development Housing Linkage Fee.
•
FINDINGS
WHEREAS, the City Council finds as follows:
A. After considering Chapter VII and Appendix T of 'the Report, the testimony
received at the noticed public meeting at which this Resolution was adopted, the
accompanying staff report, the General Plan, the General Plan EIR, and all
correspondence received at or prior to the public meeting (the "Record"), the
Council approved and adopted the Report by Resolution No. 2012-123 adopted
August 27, 2012; and the City Council further found that the futuredevelopment
in the City of Petaluma will generate the need for the Facilities, and the Facilities
are consistent.with the City's General Plan.
B. The City currently provides open space amenities to Petaluma residents and
employees at the ratio of 10 acres of open space per 1,000 population, and the fee
set forth in this Resolution will be used to' maintain current service levels. As
such, the Open Space Land Acquisition Fee as it relates to development within the
City is not a "project" within the meaning of CEQA (Pub. Res. Code
§21080(b)(8)(D)).
• C. In adopting this resolution, the Council is exercising its powers under Article XI,
§§'5 and 7 of the California Constitution, Chapter 5 of Division 1 of the
Government Code ("Mitigation fee Act"), commencing with Section 66000,
Section 54 of the City of Petaluma Charter, and Chapter 19.08 of the Petaluma
Municipal Code, collectively and separately.
D. The Record establishes:
1. In accordance with Section 66000, subdivision a, paragraph I of the
Mitigation Fee Act, the purpose of the Open Space Land Acquisition Fee
("Fee"), set forth in this Resolution, as specified in Chapter VII of the
Report, is to provide funding to achieve the City's goal of maintaining
existing service levels and to provide adequate open space amenities for
Petaluma residents and employees as established in the General Plan.
Existing standards for community and neighborhood parks have been
6'0
identified which have been used as the basis to maintain these standards
for future development, and to mitigate the impacts caused by future
development in the City.
2. In accordance with Section. 66000, subdivision a, paragraph 2 of the
Mitigation Fee Act, the Fee collected pursuant to this Resolution shall be
used to purchase open space land as described in the Report and the
General Plan_ ("the Facilities"). The Facilities, which are specifically
described in Chapter VII and Appendix T of the Report, include the
following:
• Acquisition of 14.07 acres of open space land
3. In accordance with section 66000, subdivision a, paragraph 3 of the
MitigationFee Act, there is a reasonable relationship between the Fee's
use (topay for the construction of the. Facilities) and the type of
development for which the Fee is charged in that the fee will be applied all
development In the City — including_residential, commercial, office, and
industrial development projects, which Will generate new demands for
open space amenities. The open space acquired with the proceeds of the
Fee will address and mitigate the additional impacts and demands created
by residential and non-residential development projects.
4. In accordance with Section 66000, subdivision a, paragraph 4, there, is a
reasonable relationship between the need for the Facilities and the types of
development projects on which the Fee is imposed in that the Fee will be
applied to new development in the City of Petaluma— both residential and
non-residential. These development projects will generate new residents
and employees who live, work, and/or shop in Petaluma and who generate
or contribute to the demand for open space, because the new residents and
employees.will benefit from open space acquired and the same standard of
opemspace will be:provided to new residents and employees as to existing
residents and employees.
5. In accordance. with Section 66000, subdivision b of the Mitigation Fee
Act, there is a reasonable relationship between the amount of the Fee and
the cost of the Facilities, or the portion thereof attributable to, the
development in the City on which the Fee is imposed in that the Fee has
been calculated by apportioning the.cost'of acquiring new open space land
to each type of new residential unit, and to the "resident equivalent" of
each employee generated by commercial, office and industrial
development projects. The full cost of the Facilities has been allocated to
the Fee because the entire cost will be incurred to provide the same
standard of open space amenities to future residents and employees as is
provided to existing residentsand employees.
6. The cost estimates set forth in the Report are reasonable estimates for
acquiring the Facilities, and the Fees expected to be generated by future
development will not exceed the projected cost of acquiring the Facilities.
7. The method of allocation of the Fee to a particular development bears a
fair relationship"and is roughly proportional toeach development's burden 677
on and.benefits from the Facilities to be funded by the Fee, in that-the Fee
is calculated based on the number of residents or employees each
particulardevelopment will generate.
8. The Report is a.detailed analysis of how public services will be affected
by development in the City and the public facilities required to
accommodate that development.
9. The Fee is consistent with the General.Plan and, pursuant to Government
Code Section 65913.2; the City Council has considered the effects of the
Fee with respect to the City's housing needs aS established in the housing
element of the General Plan.
10. The Feeamounts set forth in Exhibit A include the reasonable costs of
administration and compliance of the Fee. program with the requirements
of the Mitigation Fee Act and other applicable-law. The Fee program and
administration cost is calculated to be approximately 2% of the total Fee
as indicated in Chapter VII ol'the Report.
ADOPTION OF FEE
NOW, THEREFORE, HE IT RESOLVED,
1. Definitions.
a. "Accessory Dwelling" shall mean a second unit which meets the standards
set forth in. Section 7.030 of Chapter 7, "Standards for Specific Land
Uses" of the City of Petaluma Implementing Zoning Ordinance ("IZO"),
as modified by any subsequent amendment or successor zoning ordinance
and/or development code provision adopted by the City which defines
* - Accessory Dwelling, second unit or second dwelling unit."
b. "Commercial" shall mean any development constructed or to be
constructed on land having a General Plan 2025 land use or zoning
designation, as established in the Implementing Zoning Ordinance, No.
2300,N.C.S., or any successor ordinance, for lacilitiesfor thepurchase'and
sale.of-commodities and services and the sales, servicing, installation, and
repair of such commodities and services and other 'isesincidental to.these
activities. Commercial land uses include but are not limited to: apparel and
clothing stores; auto dealers and malls; auto accessories stores; banks and
savingsand.loans;beauty salons; book stores; discount stores and centers;
dry cleaners; drug stores; eating and drinking establishinents; furniture
stores and outlets; general merchandise stores; hardware stores; home
furnishings and improvement centers; laundromats; liquor stores; service
stations; shopping centers; supermarkets; bicycle shops; cameras and
photographic supply stores; convenience stores; department stores; drug
stores and pharmacies; jewelry stores; luggage and leather goods stores;
sporting -goods'and equipment stores; stationery stores; collectible stores;
second hand goods stores; religious goods stores; hobby materials stores;
small wares stores; plant sales; bowling alleys; coin-operated amusement
arcades; dance halls, clubs and ballrooms; electronic game arcades; ice 6.2
skating and roller skating establishments; pool and billiard rooms;
amusement-and theme parks; go-cart tracks; golf driving ranges; miniature
golf courses water slides; banks and ltrust companies; credit agencies;
holding .companies fending and thrift institutions; securities/commodity
contract brokers and dealers; fueling stations and gas stations; security and
commodity exchanges; vehicle finance leasing agencies; restaurants, cafés
and coffee.shops; and movie theatres and civic theatres.
c. "Developed" and "Development" shall mean the construction or alteration
of or addition to, other than by the City, of any building or structure within
the City of Petaluma.
d. "Facilities" shall include those municipal public.facilities as are described
in the Report related to providing general improvements to community
and -neighborhood park lands. "Facilities" shall also include comparable
alternative facilities should later changes in projections of development in
the region necessitate construction of such alternative facilities; provided
that the City Council later determines (1) that there is a reasonable
relationship between development within the City of Petaluma and the
need for the alternative facilities; '(2) that the alternative facilities are
comparable Ito the facilities in the Report; and (3) that the revenue from
the Fee will be used only to pay new development's fair and proportionate
share of the alternative facilities.
e. "Industrial" shall mean any development constructed or to be.constructed
on land having a General Plan 2025 land use or zoning designation as
established in the Implementing Zoning Code, Ordinance No. 2300
N.C.S., or any successor ordinance, for the manufacture; production,
assembly, and processing of consumer ,goods, uses incidental to those
activities, and research, development and •warehousing. Industrial land
uses includes but are'not limited-to: assembly; contractor's storage yards;
fabrication; lumber yards; manufacturing; outdoor stockyards and service
yards; printing; processing; warehouses and distribution centers;
wholesale and heavy commercial enterprises; clothing, fabric and other
product manufacturing; electronics, equipment, -and appliance
manufacturing;- metal products fabrication, machine and welding shops;
paper product manufacturing; food and beverage product manufacturing;
small-scale manufacturing; lumber and wood product manufacturing;
machinery manufacturing; motor vehicle and transportation equipment
manufacturing; stone and cut,stone product manufacturing; structured clay
and pottery product manufacturing; processing of building materials,
chemicals, fabricated metals, paper products, machinery, textiles, and/or
equipment; and collection; sorting and processing enterprises.
"Mixed Development" shall mean a development that includes more than
one of the types of development defined. in this Section 1. Mixed
developments may combine residential types of development (Single
Family and Multifamily), non-residential types of development
(Commercial, Industrial, and Office), or a combination of residential and
non-residential types of development.
'3
g. "Multifamily Residential" shall mean-any residential Development that
does not qualify as detached single family dwelling unit Development as
defined in.the Report, as adopted.by the,City.
h. "Office" shall mean any development constructed or to be constructed on.
land having a General Plan 2025 land use or zoning designation, as
• established in the Implementing Zoning Ordinance, Ordinance No. 2300
N.C.S., or any successor ordinance, for general business offices, medical
and professional offices, administrative or• headquarters offices for large
wholesaling or inanufhcturing operations, and other uses incidental to
these activities. Office land uses include but are not limited to:
administrative headquarters; .business parks; finance offices; insurance
offices; legal offices; medical and health services offices; office buildings;
professional and .administrative offices; professional associations; real
estate offices; and travel agencies.
"Single Family Residential" shall mean detached, single-family dwelling
unitdevelopment as defined in the Report, as adopted by the City.
2. Open Space Land Acquisition Fee Imposed.
Pursuant to the. Mitigation Fee Act and .Chapter 19.08 of the City of Petaluma
Municipal Code, an Open Space Land Acquisition Fee:shall be imposed and paid
at the times and in the amounts and otherwise apply and be administered as
prescribed in this Resolution on each type of development set forth in Exhibit A,
which is attached to and made a part of this Resolution, including each portion of
such Development within Mized Development.
3. Time for Imposing Fee.
In accordance with Government Code Section 65961, the Fee for residential
subdivision development for which tentative or parcel maps are required pursuant
to the Subdivision 'Map Act (Government Code Section 66410 el seq.) shall be
imposed at the time of approval of the conditions that apply to the tentative or
parcel map for such residential subdivision.development, as applicable. Payment
of the Fee shall be.deemed to be a condition of`all such tentative or parcel maps.
Notwithstanding this Section 3, the tithe for payment of the Fee for all
development, including Single Family Residential and Multiple Faniily
Residential!subdivisions, shall be as specified in Sectiom4, below:
4. Timcfor Fee Payment.
a. In accordance with Government Code Section 66007, the Fee shall be
charged and paid for each residential development upon the date of final
inspection or issuance of the certificate Of occupancy for such residential
development, whichever is earlier; however, if the Fee is to reimburse the
City for'expenditures previously made, or if-the City determines that the
Fee: will be collected for Facilities for which an account has been
established and funds appropriated and for which the City has adopted a
proposed construction schedule prior to:issuanceofthe building permit for
such residential development, then the Fee shall be charged and paid upon
issuance Of the building permit for such residen(ial development. �l
However; with respect to a residential development proposed by a
nonprofit housing developer in which at least forty-nine percent (49%) of
the total units are reserved for occupancy by lower income households, as
defined In Health and Safety Code.Section 50079.5, at an affordable rent,
as defined in Health and Safety Code Section 50053, the payment
procedures described in Government Code Section 66007(b)(2)(A)-(B)
shall apply.
b. The Fee shall be charged and paid for each non-residential. Development
upon issuance of the building permit for such non-residential
Development.
c. The Fee shall be charged and paid for each Mixed Development upon the
times specified in this Section 4 that apply to such Mixed Development.
For example, if a Mixed Development includes residential Development
and non-residential Development, and the Fee,is to reimburse the City for
expenditures previously made, or the City has made the required
determination to permit requiring payment of the Fee upon issuance of the
building permit, and the procedures in Government Code section
66007(b)(2)(A)-(B) do not apply, the Fee as applicable to the entire mixed
development shall be paid upon issuance of the building permit for the
Mixed Development. If a Mixed Developnient includes residential and
non-residential development, and the Fee is,notto reimburse the City for
expenditures previously made or the City has not made the required
determination to permit requiring payment of the Fee upon issuance of the
building permit, the Fee as to the residential portion of the mixed
development shall be paid upon the earlier of the date of final inspection
or issuance of the certificate of occupancy for such residential portion, and
the Fee as to the non-residential portion of the Mixed Development shall
be paid upon issuance of the building permit for such non=residential
portion.
5. Amount of Fee.
a. The amount of the Fee for residential and non-residential development
shall be as set forth in Exhibit A.
b. The amount of the Fee for Mixed Development shall be the sum of the
following, as'applicable:
I. The applicable amount per unit pursuant to Section 5(a), above, for
each:residential development within a Mixed Development.
2. The applicable amount per 1,000 square feet of Development pursuant
to Section 5(a), above, for each nonresidential Development or portion
of such Development within a Mixed Development.
c. Any non-residential development on property on which a building or
structure was demolished or on which the use of an existing structure
changes to .a more intensive use shall pay a prorated fee equal to the fee
calculated pursuant to this Resolution that is applicable to the new
development or use, less the fee applicable to the prior development or
•
use; so long,as such prior use was;in 'existenee at.the time of adoption of
General Plan 2025.
d. Any development on any parcel any portion.of which is located, within one
half:mile of'any portion of a'parcel identified as a possible future location
for a SMART Rail Station on which parcel proposed for development a
building or structure was demolished or on which the use: of an existing
structure changes to a more intensive use shall pay a prorated fee equal to
the fee calculated pursuant to this resolution'that is applicable to the new
development or use, less the fee applicable to the prior development or use,
so long as such prior use was in existence at the time of adoption of General
Plan 2025.
6. Designation of Developments.
Nonresidential developments, other than Mixed Developments (but including
non-residential within Mixed Developments) that are not within the definition of a
use defined in' this Resolution shall be assigned to one of the, defined use
categories by the city Manager for purposes of imposition and charging of the
Fee. The City Manager shall assign such categories, as consistently as .possible
within the definitions of such categories established pursuant to this Resolution or
as later amended by the City Council. The City Manager may also designate
Development as Multifamily or Single-Family based on the actual number of
dwelling units per structure'within.the development.
7. Inapplicability of Fee.
The Fee shall not apply to:
a. Any alteration or addition to a residential •structure, except to the extent
that a residential unit is added to a singletfamilyresidential unit or another
unit is added to an existing multi-family residential unit;
b. Any replacement or reconstruction of an existing residential structure that
has been destroyed or demolished, if the building-permit for reconstruction
is obtained within. one year after the building was destroyed or
demolished. This subsection shall not apply if the replacement or
reconstruction increase's the square footage of the structure by 50 percent
(50%) or more.
c. Any replacement or reconstruction of an existing non-residential structure
that has been destroyed or demolished, if the building permit for
reconstruction is obtained within one year after the building was destroyed
or demolished, there is no change in the. land use .designation of the
property, and the square footage of the replacement building does not
exceed the square footage of the building that was destroyed or
demolished.
d. Any addition to an existing non-residential structure of 500 square feet or
less.
(P�
•
e. Any public orquasi-public development on lands.designated Public/Semi-
PublicorEducation on the General PIan.Land Use.Map, as of the effective
date of the :Fee, so long as such development is intended to serve
development in the City and does not itself generate a.need for additional
public infrastructure needed to serve new development, as in the way new
residential development generates new residents requiring City services,
and new non-residential development generates new employees in the City
using City services.
I'. The City Council, in its discretion, may determine that the Fee is
inapplicable to certain development constructed or to be constructed by a
public entity on land having an appropriate General Plan land use
designation provide that the City Council finds that such inapplicability is
in the interest of the public health, safety and/or welfare, for reasons
specified in the findings. Such reasons may include, but are riot limited to,
that the Fee as it-would apply to such development by a public entity will
be sufficiently recovered in whole,or in part from residential development,
the residents of which may constitute the primary users of the public entity
development.
8. Use of Fee Revenue.
The revenues raised by payment of the Fee shall be placed in a separate, interest
bearing,account to permit.accounting for such revenues and the interest that they
generate. Such revenues and interest shall be used only for the Facilities and the
purposes for which the Fee was collected;-which are the following:
a. To pay for design, engineering, right-of-way or land acquisition and
construction and/or acquisition of the Facilities and reasonable costs of
outside consultant studies related thereto;
b. To reimburse the City for the Facilities constructed by the City with funds
from other sources including funds from other public entities, unless the
City funds were obtained from grants or gifts intended by the grantor to be
used for the Facilities.
c. To reimburse developers who have designed and constructed any of the
Facilities with prior City approval and have entered into an agreement, as
provided in Section 9, below; and
d. To pay for and/or reimburse costs of program development and ongoing
administration and maintenance of the Fee program, ineluding, but not
limited to; the cost of studies, legal costs, and other costs`of updating the
Fee.
9. Credits and Reimbursement for Developer Constructed Facilities.
The City and a developer may enter into an improvement agreement to allow the
developer to construct.certain of the Facilities. Entering such an agreement is in
the City's sole discretion. Such agreement shall provide for security for the
developer's commitment to construct the Facilities and shall refer to this
Resolution for credit and reimbursement. If the City enters into such an agreement 6?
with a developer prior to construction of one or more of the Facilities, the City
shall providethe developer a credit in accordancewith the following:
a. Credit Amount.
The credit shall be in the amount of the lowest .bid received for
construction'of the facility, as approved by the City Engineer. However, in
no event shall a credit pursuant to.thisprovision exceed the current facility
cost. For the purposes of this section, such current facility cost shall be the
amount listed in the Report for the particular facility, as subsequently
adjusted pursuant .to Sections 13 and 14 of this Resolution prior to
issuance of the building permit for that facility. Once issued, credit
pursuant to this section shall not be adjusted for inflation or any other
factor. Credit provided pursuant to this section is not transferable.
b. Application of Credit.
Developers may apply credit given pursuant to this section against the Fee
applicable to a particular project until the Credit is exhausted or an excess
credit results. The total credit shall be divided by the number of units or
square.footage'of building space (or combination thereof for a Mixed Use
Development) to"determine the amount of credit which can be. applied
against the Fee for each unit of measurement and,,if the credit per unit of
measure is less than the Fee per unit of measurement, the developer shall
pay the difference for each residential unit or square footage of building
space.
c. Reimbursement for Excess Credit.
Reimbursement for excess credit shall only be from remaining unspent
Fee revenues. Once all the Facilities have been constructed or acquired,
and to the extent Fee revenues are sufficient to cover all claims for
reimbursement of Fee revenues, including reimbursement for excess
credit, developers with excess credit shall be entitled. to reimbursement,
subject to Suclr.developers certifying in writing to the City that the cost of
constructing the facility that resulted in an excess credit was not passed on
to homeowners, and indemnifying the City from land-owner 'claims 'for
reimbursement under the Mitigation Fee Act, and Section 66001 in
particular. If remaining Fee revenues after all 'of the Facilities,have been
constructed or acquired are insufficient to cover all claims for
reimbursement of Fee revenues, such claims,, including claims for
reimbursement of excess credit, shall be reimbursed on a pro rata basis in
accordance with applicable law.
10. Standards.
The standards upon which the need for the Facilities is based are the standards of
the City, including the standards contained in the General Plan and its FIR and
those City standards reflected in the Report.
I I. Periodic Review.
6g
a. During each fiscal year, the.City.Manager shall prepare a report for the
City Council, pursuant to Government Code Section 66006, identifying
the balance of Fee revenues in the Fee.account.-.
b. Pursuant.-to Government Code Section 66002; the City Council shall also
review, as part of any adopted City Capital Improvement Plan each year,
the approximate location, size, time of availability and estimates of cost
for-all Facilities-to be financed with the Fee. The estimated costs shall be
adjusted in accordance with appropriate indices of inflation. The City
Council shall make findings identifying the purpose to which the existing
Fee •revenue balances are to be put and demonstrating a reasonable
relationship between the Fee and the purpose for which it is charged.
12. Subsequent Analysts and Revision of the Fee.
The Fee set forth herein is adopted and implemented by the City Council in
reliance on the Record identified above. The City will continue to conduct further
study and analysis 'to -determine whether the Fee should be revised. When
additional information is available, the City Council. may review the Fee to
determine that the Fee amounts remain reasonably related to the impacts of
development within the City of Petaluma and areas included in the City's General
Plan. The City Council may revise the Fee to incorporate findings and
conclusions of further studies and any standards in General Plan and/or the
General Plan FIR, as well as increases due to inflation and increased construction
costs.
13. Fee Adjustments.
a. Annual CPI Adjustments. The Fee established will escalate or decrease
annually by the same percentage the latest "Engineering News Record
Construction Cost Index-20 City Average" ("Index") annually escalates
or decreases. The adjustment shall be based on a comparison of the most
recent Index to the Index in the month of adoption of the Fee, or the Index
used for the prior adjustment of the Fee, The Finance Diteetor shall
compute the increase or decrease in such Fee. Such Fee adjustments will
take effect each July 1st.
b. Refund Applications Based on 2008 Development Fees Paid. Current
owners of development that paid development fees pursuant to Resolution
No. 2008-091 N.C.S. may apply for a refund of the difference, if any,
between the total development fees that owner paid pursuant to said
Resolution ("prior fee"), and the Resolution(s) that superseded the
Resolution listed in this provision ("current fee"), if the total amount of
prior fees paid exceeds the total amount of current fees applicable to that
development;subject-to the following:
1. To be eligible for a refund, current development owners must
certifying in writing to the City that the Owner has not recovered or is
not recovering from third parties such as tenants or others the amount
of the prior fee paid or the amount by which the prior fee exceeds the
current fee.
2. Any refunds pursuant to this provision shall only be paid from
existing; un-obligated, unspent Fee revenue balances. The City will
have no obligation to pay refunds to any owner absent sufficient
existing un-obligated, unspent.Fee revenue balance available for that
purpose:
3. Ifexisting, un-obligated, unspent Fee revenue balances are insufficient
to cover eligible applications for refund, such eligible applications
shall be paid refunds on a pro rata basis in accordance with applicable
law.
14. Administrative Guidelines.
The Council may, by resolution, adopt administrative guidelines to provide
procedures for calculation, credit, reimbursement, or deferred payment and other
administrative aspects of the Fee. Such guidelines may include procedures for
construction of designated Facilities by developers.
15. Effective Date:
This Resolution shall become effective 60 days following its adoption in
accordance with California Government Code"section 66017, subdivision (a).
16. Severability.
Each component of the. Fee and all portions of this Resolution are severable.
Should any individual component of the Fee or other-provision of this Resolution
be adjudged to be invalid and unenforceable, the remaining component or
provisions shall be and continue to be fully effective, and the Fee shall be fully
effective except as to that component that has been judged to be invalid.
17. Supersession/Repeal/Savings Clause.
All Resolutions and parts thereof in conflict with the provisions-of this resolution
are superseded and repealed, effective on the effective date of this resolution.
However, violations; rights accrued, liabilities accrued, or appeals taken, prior to
the effective date of this resolution, under any chapter, ordinance; or part of an
ordinance, or resolution or part of a resolution; shall be deemed to remain in full
force for the purpose•ofsustaining any proper suit; action, -or other proceedings,
with respect to any such violation, right,liability'or.appeal.
EXHIBIT A
OPEN SPACE ACQUISITION FEE
LaniLUse Type Fee,Amount Unit of`Measurement
Single Family Residential $379 Unit
Multi-Family Residential $255 Unit
Accessory Dwelling $130 Unit
Commercial $72 1,000 square feet of building space
Office $69 1,000 square feet of building space
Industrial $44 1,000 square feet of building space
ATTACHMENT 5
RESOLUTION REPLACING THE CURRENT TRAFFIC DEVELOPMENT IMPACT
FEE RESOLUTION FOR4FUTURE'DEVELOPMENT WITHIN THE CITY OF
PETALUMA; RESOLUTION NO.2012-125 N.C.S:, ADOPTED AUGUST 27, 2012, TO
AMEND PRI VISIONS GOVERNING HOUSING DEFINITIONS, CREDIT FOR PRIOR
USES AND REFUND OF FEES ALREADY PAID
RECITALS
WHEREAS, the City of Petaluma General Plan 2025 ("General Plan") outlines future
land uses within the City of Petaluma ("City") and applies to a planningarea which includes the
City and land outside the City in unincorporated Sonoma County which must also be considered
to properly plan for the City's future;.and,
WHEREAS, the General Plan of the City was adopted by the Petaluma City Council
("City Council") on May 19,-2008; and,
WHEREAS, an Environmental Impact Report ("EIR") was prepared for the General
Plan (State Clearinghouse#2004082065) pursuant to the California Environmental Quality Act
("CEQA") and certified by the City Council on April 7, 2008 by Resolution No. 2008-058
N.C.S.; and,
WHEREAS, the General Plan area is shown on the land use maps contained in the
General Plan; and,
WHEREAS, the City Council last updated the Traffic Development Impact Fee by
Resolution No. 2012-125 N.C.S., adopted August 27, 2012; and,
WHEREAS, the General Plan designates a defined land use for all property within.the
City and, based on those uses, calculates the expected number of residents, residential units,
employees, and square footage of nonresidential development.that will result when all property
in the Cityis developed as anticipated in the General Plan 2025; and,
WHEREAS, the General Plan incorporates policies and programs tomitigate the impacts
of such anticipated new development, including policies that require new development to pay for
its proportional fair share of'the costs of acquiring and improving public facilities necessary to
meet the demands of residents, employees, customers, and businesses; and,
WHEREAS, the General Plan and its EIR analyze the impacts of development under the
General Plan and proposed mitigation measures; including the creation of fee programs to
require new development to pay for its proportionalfair share of the cost of acquiring and
improving public facilities necessary to meet the demands of new residents, employees,
customers, and businesses for such facilities; and,
WHEREAS, Goal 1-G-6 of Chapter 1 of the General Plan provides that the City should
"Maintain a residential growth management system to ensure public infrastructure keeps pace
with growth"; and,
7a
WHEREAS, Policy i-P-48 of Goal 1-G-6 of Chapter I of the General Plan provides that
the City should "Ensure that all new development provides necessary public facilities to support
the development," and, includes program A which provides that the City should: "Collect
proportionate fair share of long-term, infrastructure improvement costs as entitlements are
granted" and program Bi "Initiate design of long term infrastructure improvements in a timely
manner to ensure their coinpleteness to coincide with demand"; and,
WHEREAS, the General Plan includes, among others, the-following principles, goals,
policies and/or implementation programs regarding, providing and financing the cost of traffic
improvements required to accommodate new development in the City: "ensure infrastructure is
strengthened and maintained" (Guiding Principle No. 12, p. i-8); "ensure the identified mobility
system is provided in a timely manner to meet the needs,of the community by updating the City's
transportation impact fee program to insure that necessary citywide improvements are funded"
(Policy 5-P-2, Goal 5-G-f: Mobility Framework, p. 5-9 ); "ensure public improvements are
constructed and maintained in a manner that is economically feasible to the budgetary constraints
of the.City" (Policy 5-P-3, Goal 5-6,1: Mobility Framework, p. 5-9); and,
WHEREAS; the City retained Fehr & Peers Transportation Consultants (hereafter "Fehr
& Peers") to determine, based in part on the land use designations provided by the General Plan,
what roadway improvements would be necessary to maintain the community's level of service,
as set forth in the General Plan and also discussed in the EIR, and to prepare proposed updates to
the Fee to fund new development's share of those improvements; and,
WHEREAS, a study of the iinpacts.of anticipated future development on existing traffic
facilities in the City, and an analysis of the need for such new facilities required by future
development was prepared by Fehr & Peers, dated August 15, 2012, entitled "Traffic Mitigation
Fee Program Update" (`'Report"), a copy of which is on file in the Office of the City Clerk, and
is hereby incorporated by reference; and,
WHEREAS, the Report, the General Plan and the General Plan EIR list the street
extensions, interchange and intersection improvements, traffic signal upgrades, and
improvements to bicycle, pedestrian and transit facilities necessary to maintain the community's
level of service and thereby meet the transportation demands of new residents, businesses,
employees, customers, and othenusers of local streets and transportation facilities through build
out under the General Plan; and,
WHEREAS, the Report, the°General Plan and the:General Plan EIR describe>the impacts
of contemplated future development on existing transportation facilities:in the.City of Petaluma
and analyze the need for the new transportation facilities required by future development within
the City of Petaluma, as described herein and in the Report; and,
WHEREAS, the Report sets forth the relationship between contemplated future
development, the Facilities, and the estimated cost of the Facilities; and,
WHEREAS, the Report estimates, the cost in current dollars of those improvements,
assigns the portion of those costs attributable to new development, and calculates the fees
necessary to raise the revenue necessary to pay for the portion of the improvement costs
attributable to new development; and,
WHEREAS, the Report identifies a component of the cost of the Old Redwood
Highway/U.S. 101 Interchange Project and the Rainier Avenue/U.S. 101 Interchange Project to
which funds of the former Petaluma Community Development Commission ("PCDC") have 73
been committed in accordance with the Community Redevelopment Law and through
cooperative agreements with the Sonoma County 'Transportation Authority and CalTrans, the
binding nature:of Which commitments, has been disputed by the' State Department of Finance
pursuant to ABx 1 26 as of the time of adoption of thisResolution;and,
WHEREAS; the'Report identifies the disputed•fundsas^a''"Redevelopment Supplement"
of$18.8 million dollars that the Report includes in the cost of the Traffic Impact Fee program so
that Traffic Fee proceeds are sufficient to fund the Old Redwood Highway and Rainier Avenue
interchange improvements in case the City is ultimately unsuccessful in obtaining confirmation
from the State Department of Finance or the courts that the disputed funds are in fact legally
bindingobligations of the City as successor agency to the former PCDC; and,
WHEREAS, the Report demonstrates the appropriateness of updating the Fee based on
current estimates of the need for and cost of transportation improvements needed to
accommodate new development, including (1) an analysis of existing roadways, transportation
facilities and land available for such facilities; (2) an estimate of the increase in the City's service
population at build out; and (3) the cost of providing the transportation improvements identified
as necessary to meet the demands of the estimated increase in the City's service population at
build out; and,
WHEREAS, The Traffic Development Impact Fee is not a "tax" as defined in Section 1,
paragraph (e) of Article XIIIC ofthe'California Constitution ("Proposition 26") because such fee
is imposed for a specific benefit conferred or privilege granted directly to the payor that is not
provided to those not charged, and which does not exceed the, reasonable cost to the City of
providing thc'service or product; and/or the fee is imposed for a specific government service or
product provided directly to the payor that is not provided to those not charged, and which does
not exceed the reasonable cost to the City of providing the service or product; and/or the fee is
imposed for the reasonable regulatory' costs to the City of issuing licenses and permits,
performing investigations, inspections and audits, enforcing agricultural marketing orders and
the administrative enforcement and adjudication thereof and/or the fee is imposed as a condition
of property development;and,
WHEREAS, the Traffic Development Impact Fee is not subject to the requirements of
Article XIIID of the California Constitution ("Proposition 218") concerning property related
assessments and fees pursuant to Apartment Association of Los Angeles County v. City of Los
Angeles (2001) 24 Cal.4°i 830, in that such fee is not applicable to incidents of property
ownership; buttrather to actual'use of and need for City services and/or facilities; and,
WHEREAS; in accordance with Government Code Section 50076, fees and charges that
do not exceed the reasonable cost of providing the service or regulatory activity for which the
fees are charged and which are'not levied for general revenue purposes are not special taxes as
defined in Article 3.5 of the Government Code; and,
WHEREAS, in accordance Government Code section 66016, at least 14 days prior to the
public meeting at which the'City Council considered the adoption of this resolution, notice of the
time and place of the meeting was mailed to eligible interested parties who filed timely written
requests with the City for mailed notice of meetings on new or increased fees or service charges;
and,
WHEREAS, in accordance with Government Code Section 66016, the Report was
available for public inspection, review, and comment for' ten, (10) days prior to the public
meeting at which the City Council considered the adoption of this resolution; and, ��
WHEREAS, ten (10) :days advance notice of the public meeting at which the City
Council considered adoption of the this resolution was given bypublication in accordance with
Government Code Section 6062a;and,
WHEREAS, on September 10, 2012, the City Council adopted Ordinance No. 2444
N.C.S, which adds a new Title 19, entitled "Development Fees," to the Petaluma Municipal
Code and amends, repeals and/or recodifies various provisions authorizing the City's
development-related fees, including the City Facilities Development Impact Fee, Open Space
Land Acquisition Fee, Park Land Acquisition Fee.(Non-Quimby Act), Park Land Acquisition
Fee (Quimby Act), Traffic Development Impact Fee, Water and Wastewater Capacity Fees and
the Commercial Development Housing Linkage Fee.
FINDINGS
WHEREAS, the City Council.finds as follows:
A. After considering the Report, the testimony received at the noticed public meeting
at which this resolution was adopted, the accompanying staff report, the General
Plan, the General Plan EIR, and all correspondence received at or prior to the
public meeting (the "Record"), the Council approved and adopted the Report by
Resolution No. 2012-125 N.C.S, adopted August 27, 2012; and the City Council
further found that thefuture development in the City of Petaluma will generate
the need for the Facilities, as defined below, and that the Facilities are consistent
with the City's General Plan.
B. The City currently provides facilities to the community and the fee set forth in this
resolution will be used to maintain current service levels. As such, the Traffic
Development Impact Fee as it relates to development within the City is not a
"project" within the meaning of CEQA (Pub. Res. Code §21080(b)(8)(D)).
C. In adopting this resolution, the City Council is exercising its powers under Article
XI, §§5 and 7 of the California Constitution, Chapter 5 of Division 1 of the
Government Code ('`Mitigation Fee Act"), commencing with Section 66000,
Section 54 of the City of Petaluma Charter, and Chapter 19.24 of the Petaluma
Municipal Code, collectively and separately.
D. The Record establishes:
1. In accordance with Section 66000, subdivision a; paragraph I of the
Mitigation Fee Act, the purpose of the City Traffic Impact Fee ("Fee"), set
forth in this resolution, as specified in the Report, is to provide funding to
achieve the City's goal of maintaining existing traffic service levels and
provide traffic facilities to mitigate the traffic impacts of new development
within the City, consistent with the land use and transportation polices of
the General Plan by developing an overall transportation system that will
accommodate the City's expected future traffic demand.
2. In accordance with Section 66000, subdivision a, paragraph 2 of the
Mitigation Fee Act, the Fee collected pursuant to this resolution shall be
used to help fund circulation improvement projects necessary to
accommodate future traffic demand in Petaluma as described in the
Report, the General Plan and the City's budget for capital improvements.
Such traffic Facilities, which are specifically described in the Report and
listed in Table 3-3 of the Reports include the following:
• Rainier Avenue Extension and interchange (locally preferred
alternative)
• Caulfield Lane Extension
• OId.Redwood Highway Interchange Improvements
• Caulfield Lane/Payran Street Intersection Improvements
• Petaluma Boulevard/Magnolia Avenue/Payran Street Intersection
• Construction of New Intersections throughout the City
• Traffic,Signal Upgrades throughout the City
• Pedestrian/Bicycle Improvements throughout the City
• Transit Improvements throughout the City
• Redevelopment Supplement
3. In accordance with section 66000, subdivision a, paragraph 3 of the
Mitigation Fee Act, there is a reasonable relationship between the Fee's
use (to pay for the construction of the Facilities) and the type of
development for which the Fee is charged in that the fee will be applied all
development in the City — including residential, commercial, office, and
industrial development projects, which will generate new demands for
traffic facilities. As described in the Report, different types of
developnient generate traffic with different characteristics. The
calculations presented in tables 3-7 and 3-8 of the Report account for these
different:characteristics by applying different per-unit fee factors to each
type of development. These considerations account for the differential
impacts on the local transportation system generated by different
development types.
4.. In accordance with Section 66000, subdivision a, paragraph 4, of the
Mitigation Fee Act, there is a reasonable relationship between the need for
the Facilities and the types of development projects on which the Fee is
imposed in that the Fee will be applied.to new development in the City of
Petaluma — both residential and non-residential. These development
projects Will generatenew residents and•employees.who;live, work, and/or
shop in Petaluma and who generate or contribute to the need for traffic
facilities as follows:
• New residents and employees will add vehicle trips to transportation
infrastructure, including roadways, intersections, interchanges and
trafficaignals.
• New residents and employees will add pedestrian and bicycle trips to
pedestrian and bicycle facilities.
• New residents and employees will use City transit facilities and
services.
The need for the traffic facilities listed in Table 3-3 of the Report has been
established through the development of the EIR,.as described in Chapter 3
of the Report. The Report indicates thatthere are no existing deficiencies
in any of the facilities to be included in the City's Traffic Development v
Y�
Impact Fee program, and that as a result, the program will not result in
imposition of the cost of addressing currently deficient traffic facilities on
new development. All of the traffic facilities costs allocated to new
development under the Traffic Development Impact fee program are
allocable to new development in accordance with the analysis in the
report, either in_their entirety, onaccording to the fair percentage allocable
to new'development as indicated in the Report.
5. In accordance with Section 66000, subdivision b of the Mitigation Fee
Act, there is a reasonable relationship between the amount of the Fee and
the cost of the Facilities, or the portion thereof attributable to the
development in the City on which the Fee is imposed in that the Fee has
been calculated by apportioning the cost of the -Facilities to each type of
new residential dwelling unit, and to the "dwelling unit equivalent" or
DUE of each non-residential (commercial, office and industrial) use. For
Facilities that ate-necessary solely because of future development, the full
cost of the.Facilities has been allocated to the Fee. For Facilities that will
serve existing and future residents and employees, the costs have been
allocated proportionally. The analysis presented in the Report accounts for
existing deficiencies in the local transportation system and does not
include,the cost of rectifying deficiencies in the fee program. The costs
attributable to traffic demand generated outside the City of Petaluma are
similarly excluded from the program. Thus, the City's Traffic
Development Impact Fee program allocates to new development only the
cost of public improvements attributable to new development within
Petaluma. Tables 3-9, 3-10 and 3-11 in the Report provide detailed
information on these calculations
6. The cost estimates set forth in the Report are reasonable estimates for
constructing or acquiring the Facilities, and the Fees expected to be
generated by future development will not exceed the projected cost of
constructing and/or acquiring the Facilities.
7. The method of allocation of the Fee to a particular development bears a
fair relationship and is roughly proportional to each development's burden
on and benefits from'the Facilities to be funded by the Fee, in that the Fee.
is calculated based traffic impacts each particular developmentwill
generate.
8. The Report is a detailed analysis of how traffic.services willbeaffected by
development in the City and the public facilities requiredto;accommodate
that development.
9. The Fee is consistent with the General Plan and, pursuant to Government
Code Section 65913.2; the City Council has considered the effects of the
Fee with respect-to the City's housing needs asestablished in the housing
element of the General Plan.
10. The .Fee amounts set forth in Exhibit A include the reasonable costs of
administration and compliance of the Fee program with the requirements
of the Mitigation Fee Act and other applicable law. The Fee program and
7?
administration cost is calculated to be approximately .074%.of the total
Fee as shown in Table 3-11 and Appendix C of the Report.
•
ADOPTION OF FEE
NQW, THEREFORE, BE IT RESOLVED,
Definitions.
a. "Accessory Dwelling" shall mean a second unit which meets the standards
set forth in Section 7.030 of Chapter 7, "Standards for Specific Land
Uses" of the City of Petaluma Implementing Zoning Ordinance (`IZO"),
as modified by any subsequent amendment or successor zoning ordinance
and/or development code provision adopted by the City which defines
Accessory Dwelling, second unit or second dwelling unit."
b. "Commercial/Shopping" shall mean any development constructed or to be
constructed on land having a General Plan 2025 land use or zoning
designation, as established in the Implementing Zoning Ordinance, No.
2300 N:C.S., or any successor ordinance, for facilities for the purchase and
sale of commodities and services and the sales, servicing, installation, and
repair of such commodities and services and other uses incidental to these
activities. Commercial land uses include but are not limited to: apparel and
clothing stores; auto dealers and malls; auto accessories stores; banks and
savings and loans; beauty salons; book stores; discount stores and centers;
dry cleaners; drug stores; eating and drinking establishments; furniture
stores and outlets; general merchandise stores; hardware stores; home
furnishings and improvement centers; laundromats; liquor stores; service
stations; shopping centers; supermarkets; bicycle shops; cameras and
photographic supply stores; convenience stores; department .stores; drug
stores and pharmacies; jewelry stores; luggage and leather goods stores;
sporting goods and equipment stores; stationery stores; collectible stores;
secondhand goods stores; religious goods stores; hobby materials stores;
small wares stores; plant sales; bowling alleys; coin-operated amusement
arcades; dance halls, clubs and ballrooms; electronic game arcades; ice
skating and roller skating establishments; pool and billiard rooms;
amusement and theme parks; go-cart tracks; golf driving ranges; miniature-
golf courses; water slides; banks and trust companies; credit agencies;
holding companies; lending and thrill institutions; securities/commodity
contract brokers and dealers; fueling stations and gas stations;security and
commodity exchanges; vehicle finance leasing agencies; restaurants, cafés
and coffee shops; and movie theatres and civic theatres.
c. "Developed"and "Development" shall mean the,construction or alteration
of or addition to, other than by the City, of any building or structure within
the City of Petaluma.
d. "Education" shall mean educational Development as defined in the
Report, that may lawfully be made subject to payment of the Fee.
70
e. "Facilities" shall include those municipal,public facilities as are described
in the Report related to providing general improvements to community
and neighborhood park lands. "Facilities" shall also include comparable
alternative facilities should later changes'in projections of development in
the region necessitate construction of such alternative facilities; provided
that the City Council later determines (1) that there is a reasonable
relationship between development within the City of Petaluma and the
need for the alternative facilities; (2). that the alternative facilities are
comparable to the facilities in the Report; and (3) that the revenue from
the Fee will be used only to pay new development's fair and proportionate
share of the alternative facilities.
f. "Hotel/Motel" shall mean transient occupancy Development as defined in
the Report.
g. "Industrial/Warehouse" shall mean any development constructed or to be
constructed on land having a General Plan 2025 land use or zoning
designation as established in the Iinplcmenting Zoning Code, Ordinance
No. 2300 N.C.S., or any successor ordinance, for the manufacture,
production,assembly, and processing of consumer goods, uses incidental
to those activities, and research, development and warehousing. Industrial
land uses include, but are not limited to: assembly; contractor's storage
yards; fabrication; lumber yards; manufacturing; outdoor stockyards and
service. yards; printing; processing; warehouses and distribution centers;
wholesale and heavy commercial enterprises; clothing, fabric and other
product manufacturing; electronics, equipment, and appliance
manufacturing; metal products fabrication, machine and welding shops;
paper product manufacturing; food and beverage product manufacturing;
small-scale manufacturing; lumber and wood product manufacturing;
machinery manufacturing; motor vehicle and transportation equipment
manufacturing; stone and cut stone product manufacturing; structured clay
and pottery product manufacturing; processing of building materials,
chemicals, fabricated metals, paper products; machinery, textiles, and/or
equipment;'and collection, sorting and processing enterprises.
h. "Institution" shall mean institutional Development *as defined in the
Report.
"Mixed Development" shall mean a development that includes more than
one of the types of development defined in this Section 1. Mixed
developments may combine residential types of development (Single
Family and Multifamily), non-residential types of development
(Commercial, Industrial, and Office), or a combination of residential and
non-residential types of development.
J. "Multifamily Residential" shall mean any residential Development that
does not qualify as detached single family dwelling unit Development as
defined in the Report, as adopted by the City.
k. "Office"' shall mean any development constructed or to be constructed on
land having a General Plan 2025 land use or zoning designation, as
established in the Implementing Zoning. Ordinance, Ordinance No. 2300
N.C.S., or any successor ordinance, for general business offices, medical
and professional offices, administrative or headquarters offices for large
wholesaling or manufacturing `operations, and other uses incidental to
these activities. Office land uses include but are not limited to:
administrative headquarters; business parks; finance offices; insurance
offices; legal offices; medical and health services offices; office buildings;
professional and administrative offices; professional associations; real
estate offices;,and travel agencies.
"Redevelopment Supplement" shall mean $18.8 of the cost of the Old
Redwood Highway/U.S. 101 Interchange and the Rainier Avenue/U.S.
101 hrterchange Projects to which funds of the former PCDC have been
committed in accordance with the Community Redevelopment Law and
through cooperative agreements between the City and the Sonoma County
Transportation Agency and CalTrans, the binding nature of which
commitments has been disputed by the State Department of Finance
pursuant to ABx1-26 as of the time of adoption of this Resolution. Such
disputed former PCDC funds are referred to _in this Resolution and the
Report(see, e.g., Tables 3-3 and 3-11 of the Report) as the Redevelopment •
Supplement, and have been included in the costs of the Traffic
Development Impact Fee program to ensure that Fee proceeds are
sufficient to fund the Old Redwood Highway and Rainier Avenue
interchange improvements in case the City is ultimately unsuccessful in
obtaining confirmation from the State Department of Finance or the courts
that the disputed funds are in fact a legally binding obligation of the City
as successor agency to the former PCDC.
m. "Senior Housing" shall mean senior housing Development as defined in
the Report.
n. "Single Family Residential" shall mean detached, single-family dwelling
unit development as defined in the Report,as adopted by the City.
2. Traffic Development Impact Fee Imposed.
Pursuant to the Mitigation Fee Act and Chapter 19.24 of the City of Petaluma
Municipal Code, a Traffic Development Impact Fee ("Fee") shall be imposed and,
paid at'the times and in the amounts and otherwise apply and be administered as
prescribed in this Resolution on each type of development set forth in Exhibit A,
which is attached to and made a part.of this Resolution, including each portion of
such Development within Mixed Development.
3. Tillie for Imposing Fee.
In accordance with Government Code Section 65961, the Fee for residential
subdivision development for which tentative or parcel maps are required pursuant
to the Subdivision Map Act (Government Code Section 66410 et seq.) shall be
imposed at the time of approval of the conditions that apply to the tentative or
parcel map for such residential subdivision development, as applicable. Payment
of the Fee shall be deemed to be a condition of all such tentative or parcel maps.
Notwithstanding this Section 3, the time for payment of the Fec for all
8°
development, :including Single Family Residential and Multiple Family
Residential Subdivisions, shall be as specified in Section.4, below.
4. Time for Fee Payment.
a. In accordance with Government, Code Section .66007, the Fee shall be
charged and paid for each residential development upon the date of final
inspection or issuance of the certificate of occupancy for such residential
development, whichever is earlier; however, if the Fee is to reimburse the
City for expenditures previously made, or if the City determines that the
Fee will be collected for Facilities for which an account has been
established and funds appropriated and for which the City has adopted a
proposed construction schedule prior to issuance of the building permit for
such residential development, then the Fee shall be charged and paid upon
issuance of the building permit for such residential development.
However, with respect to a residential development proposed by a
nonprofit housing developer in which at least forty-nine percent (49%) of
the total units are reserved for occupancy by lower income households, as
defined in Health and Safety Code Section,50079.5, at an affordable rent,
as defined in Health and Safety Code Section 50053, the payment
procedures described in Government Code Section 66007(b)(2)(A)-(B)
shall apply.
b. The Fee shall be charged and paid for each non-residential Development
upon issuance of the building permit for such non-residential
Development.
e. The Fee shall be charged and paid for each Mixed Development upon the
times specified in this Section 4 that apply to such Mixed Development.
For example, if a Mixed Developmentincludes residential Development
and non-residential Development, and the Fee,is to reimburse the City for
expenditures previously made, or the City has made the required
determination to permit requiring payment of the Fee upon issuance of the
building permit, and the procedures in Government Code section
66007(b)(2)(A)-(B) do not apply, the Fee as applicable to the entire nixed
development shall be paid upon issuance of the building permit for the.
Mixed Development. If a Mixed Development includes residential and
non-residential development, and the Fee is not to reimburse the City for
expenditures previously made or the City has not made the required
determination to permit requiring payment,of the Fee•upon issuance of the
building permit, the Fee as to the residential portionof the mixed
development shall be paid upon the earlier of:the date of final inspection
or issuance of the certificate of occupancy for such residential portion, and
the Fee as to the non-residential portion of the Mixed Development shall
be paid upon issuance of the building permit for such non-residential
portion.
5. Amount of Fee.
a. The amount of the Fee for residential and non-residential development
shall be as set forth in Exhibit A.
8�.
b. The amount of the Fee for Mixed Development shall be the sum of the
following, as applicable:
1. The applicable amount per unit pursuant to Section 5(a), above, for
each residential development within a Mixed Development.
2. The applicable amount per 1,000 square feet of Development pursuant
to Section 5(a), above, for each nonresidential Development or portion
of such Development within a Mixed Development.
c. Any non-residential development on property on which a building or
structure was demolished or on which the use of an existing structure
changes to a more intensive use shall pay a prorated fee equal to the fee
calculated pursuant to this resolution that is applicable to the new
development or use, less the fee applicable to the prior development or
use, so long,as.such prior use was in existence at the time of adoption of
General Plan.2025.
d. Any development on any parcel any portion of which is located within one
half-mile of any portion of a parcel identified;as a_ possible future location
for a SMART Rail Station on which parcel proposed for development a
building Or structure was demolished or on which the use of an existing
structure changes to a more intensive use shall pay a prorated fee equal to
the fee calculated pursuant to this resolution that is applicable to the new
development or use, less the fee applicable to the prior development or
use, so long as such prior use was in existence at the time of adoption of
General Plan 2025.
6. Designation of Developments.
Nonresidential developments, other than Mixed Developments (but including
non-residential developments within Mixed Developments)'that are not within the
definition of a use defined in this resolution shall be assigned to one of the
defined use categories by the City Manager for purposes of imposition and
charging.of the Fee: The City Manager shall assign such categories as consistently
as possible within the definitions of such categories established pursuant to this
resolution or as later amended by the City Council. The City Manager may also
designate Development as Multifamily or Single-Family based on the actual
number of dwelling units per structure within the development.
7. Inapplicability of Fee.
The Fee shall not apply to:
a. Any alteration or addition to a residential structure, except to the extent
that a residential unit is added to a single family residential unit or another
unit is added to an existing multi-family residential unit.
b. Any replacement or reconstruction of an existing residential structure that
has been destroyed or demolished, if the building permit for reconstruction
is obtained within one year after the building was destroyed or
demolished. This subsection shall not apply if the replacement or
reconstruction increases the square footage of the structure by 50 percent
(50%)or-more.
c. Any replacement or reconstruction of an existing non-residential structure
that has been destroyed or demolished; if the building permit for
reconstruction is obtained within one yearafter the building was destroyed
or demolished, there is no change in the land use designation of the
property, and the square footage of the replacement building does not
exceed the square footage of the building that was destroyed or
demolished.
d. Any addition to an existing non-residential structure of 500 square feet or
less.
e. Any public or quasi-public development on lands designated Public/Semi-
Public or Education on the General'Plan Land Use Map, as of the effective
date of the Fee, so long as such development is intended to serve
development in the City and does not itself generate.a need for additional
public infrastructure needed to serve new development, as in the way new
residential development generates new residents requiring City services,
and new non-residential development gencrates.new employees in the City
using City services.
f. The City Council, in its discretion, may determine that the Fee is
inapplicable to certain development constructed or to be constructed by a
public entity on, land having an appropriate General Plan land use
designation provide that the City Council finds that such inapplicability is
in the interest of the public health, safety and/or welfare, for reasons
specified in the findings. Such reasons-niay include, but are not limited to,
that the Fee as it would apply to such development by a public entity will
be sufficiently recovered in whole or in part from residential development,
the residents of which may constitute the primary users of the public entity
development.
8. Use of Fee Revenue.
The revenues raised by payment of the Fee shall be placed in a separate, interest
bearing account to permit accounting,for such revenues and the interest that,they
generate: Such revenues and interest shall be used only for the Facilities and the
purposes for which the Fee was collected, which are the following:
a. To pay for design, engineering, right-of-way or land acquisition and
construction and/or acquisition of the Facilities and reasonable costs of
outside:consultant studies related thereto;
b. To reimburse the City for the,Facilities constructed by the City with funds
from other sources including funds from other public entities, unless the
City funds were obtained from grants or gifts intended by the grantor to be
used for the Facilities;
c. To reimburse developers who have designed and constructed any of the
Facilities with prior City approval and have entered into an agreement, as
provided in Section 9, below; and
d. To pay for and/or reimburse costs•oi program development and ongoing
administration and maintenance of the Fee program, including, butnot
lifnited to, the cost of studies, legal costs, and other costs of updating the
Fee.
9. Credits and Reimbursement for Developer Constructed Facilities.
The City and a developer may enter into animprovement agreement to allow the
developer to'construct certain of the Facilities. Entering such an agreement is in
the City's sole discretion. Such agreement shall provide for security for the
developer's commitment to construct the Facilities and shall refer to this
resolution for creditand reimbursement. If the City enters into such an agreement •
with a developer prior to construction of one or More of the Facilities, the City
shall provide the developer a credit in accordance with the following:
a. Credit Amount.
The credit shall be in the amount of the lowest bid received for
construction of the facility, as approved by the City Engineer. However, in
no event shall a credit pursuant to this provision exceed the current facility
cost. Forthe purposes of this section, such current facility cost shall be the
amount listed in the Report for the particular facility, as subsequently
adjusted pursuant to Sections 13 and 14 of this Resolution prior to
issuance of the building permit for that facility: Once issued, credit
pursuant to this section shall not be adjusted for 'inflation or any other
factor. credit provided pursuant to this section is not transferable.
b. Application of Credit.
Developers may apply credit given pursuant to this section against the Fee
applicable to a particular project until the creditis exhausted or an excess
credit results. The total credit shall be divided by the number of units or
square'footage of building space (or combination thereof for a Mixed Use
Developnient) to determine the amount of credit which can be applied.
against the Fee for each unit of measurement and, if the credit per unit of
measure is less than the Fee per unit of measurement, the developer shall
pay the difference for each residential unit or square footage of building
space.
c. Reimbursement for Excess Credit.
Reimbursement for excess credit shall only be from remaining unspent
Fee revenues. Once all the Facilities have been constructed or acquired,
and to the extent Fee revenues are sufficient to cover all claims for
reimbursement of Fee revenues, including reimbursement for excess
credit,: developers with excess credit shall be entitled to reimbursement,
subject tosuch developers certifying in writing to the City that the cost of
constructing the facility that resulted in an'excess credit was not passed on gr.
to homeowners, and indemnifying the City from land-owner claims for
reimbursement under the Mitigation Fee Act, and Section 66001 in
particular. If remaining Fee revenues after all of the'Facilities have been
constructed or acquired are insufficient to cover all claims for
reimbursement of Fee revenues, such claims, including claims for
reimbursement of excess credit, shall be reimbursed on a pro rafa basis in
accordance with applicable law.
10. Standards.
The standards upon:which the need for the Facilities is based are the standards of
the City, including the standards contained in the General Plan and its DR and
those City standards reflected in the Report.
11. Periodic Review.
a. During each Fiscal year, the City Manager shall prepare a report for the
City Council, pursuant to Government Code Section 66006, identifying
the balance of Fee revenues in the Fee.account.
b. Pursuant to Government Code Section 66002, the City Council shall also
review, as part of any adopted City Capital. Improvement Plan each year,
the approximate location, size, time of availability and estimates of cost
for all Facilitiesto be financed with the Fee. The estimated costs shall be
adjusted in accordance with appropriate indices of inflation. The City
Council shall make findings identifying the purpose to which the existing
Fee revenue balances are to be put and demonstrating a reasonable
relationship between the Fee and the purpose for which it is charged.
12. Subsequent Analysis and Revision of the Fee.
The Fee set forth herein is adopted and implemented by the City Council in
reliance on`the Record identified above. The City may continue to conduct further
study and analysis to determine whether the Fee should be revised. When
additional information is available, the City Council may review the Fee to
determine that the Fee. amounts remain reasonably related to the impacts of
development within the City of Petaluma and areas included in the City's General
Plan. The City Council may revise the Fee to incorporate findings and
conclusions of further studies and any standards in General Plan and/or the
General Plan EIR, as well as increases dueto inflation and'increased construction
costs.
13. Fee Adjustments.
a. Annual CPI Adjustment. The Fee established will escalate or decrease
annually by the same percentage the latest "Engineering News Record
Construction Cost Index-20 City Average" ("Index") annually escalates
or decreases. The adjustment shall be based on:a comparison of the most
recent Index to the Index in the month of adoption of the Fee, or the Index
used for the prior adjustment of the Fee. The Finance Director shall
compute the increase or decrease in such Fee. Such adjustments will take
effect each July 1st.
b. Refund Applications Based on RedevelopmentSupplement. In the case of
any development which has incurred and paid a Fee which includes the
Redevelopment Supplement, should the State Department of Finance or
the couits-finally recognize the obligations of the City as successor to the
former PCDC pursuant to the 'above=described cooperativeagreements
such that. the $18.8 million dollars comprising the Redevelopment
Supplement is retained by the City as successor to the former PCDC,
current owners of development that paid development fees that included
the Redevelopment Supplement may apply for a refund of the portion of
the Fee that owner paid which is attributable to the Redevelopment
Supplement, subject to the following:
I. To be eligible for a refund, current development owners must certify in
writing to the City that the owner has not recovered or is not
recovering from third parties such as tenants or others the amount of
the fees paidattributable to the Redevelopment Supplement.
2. Any refunds pursuant to this provision shall only be paid from existing,
un-obligated, unspent Fee revenue balances. The City will have no
obligation to pay refunds to any owner absent sufficient existing, un-
obligated, unspent Fee revenue balance available for that purpose.
3. If existing, un-obligated, unspent Fee revenue balances are insufficient
to cover eligible applications for refund, such eligible applications
shall be paid refunds a pro rata basis in accordance with applicable
law.
c. Refund applications based on 2008 Development Fees Paid. Current
owners of development that paid development fees pursuant to Resolution
No. 2008-095 N.C.S. may apply for a refund of the difference, if any,
between the total development fees that owner paid pursuant to Resolution
No. 2008-095 N.C.S. ("prior fee"), and the total development fees
applicable to that development under this resolution ("current fee"), if the
total amount of prior fees paid exceed the total amount of current fees
applicableto that development, subject to the following:
1. To be eligible for a refund, the project must be,a public or quasi-public
development as defined in Section 7 e. of this resolution.
2. To be eligible for a refund, current development owners must certify in
writing to the City that the owner has not recovered or is not
recovering from third parties such as tenants or others the amount of
the prior fees paid or the amount by which the prior fees exceeds the
current=fees.
3. Any refunds pursuant to this provision shall only be paid from
existing, un-obligated, unspent Fee revenue balances. The City will
have no obligation to pay refunds to any owner absent sufficient
existing, un-obligated, unspent Fee.reyenue balance available for that
purpose.
4.. If-existing un-obligated, unspent Fee revenue balances are insufficient
to cover eligible applications for refund, such eligible applications
shall be paid refunds on a pro rata basis in accordance with applicable
law.
14. Administrative Guidelines.
The Council may, by resolution, adopt administrative guidelines to provide
procedures for calculation, credit, reimbursement; or deferred payment and other
administrative aspects of the Fee. Such guidelines may include procedures for
construction of designated Facilities by developers.
15. Effective Date.
This resolution shall become effective 60 days from its adoption in accordance
with California Government Code section 66017, subdivision (a).
16. Severability.
Each component of the Fee and all portions of this Resolution are severable.
Should any individual component of the Fee or other provision of this Resolution
be adjudged to be invalid and unenforceable, the remaining component or
provisions shall be and continue to be fully effective, and the Fee shall be fully
effective except as to that component that has been judged to be invalid.
17. Supersession/Repeal/Savings Clause.
All resolutions and parts thereof in conflict withthe provisions of this resolution
are superseded and repealed, effective on the effective date of this resolution.
However, violations, rights accrued, liabilities accrued, or appeals taken, prior to
the effective date of this resolution, under any chapter, ordinance, or part of an
ordinance, or resolution or part of a resolution, shall be deemed to remain in full
force for the purpose of sustaining any proper suit, action, or other proceedings,
with respect to any such violation, right, liability or appeal.
137
EXHIBIT A
TRAFFIC DEVELOPMENT IMPACT FEE
lanai U§eType. Fee Amount .Unit:of;Nleasurement •
Single Family Residential $18,978 Unit
Multiple Family Residential $11,650 Unit
Accessory Dwelling $5,261 Unit
Senior Housing $5,073 Unit
Office $18,199 1,000 square feet of building space
Hotel/Motel $11,086 Room
Commercial/Shopping $17,522 1,000;squarc feet of building space
Industrial/Warehouse $12,928 1,000 square feet of building space
Education $2,894 Student
Institution $6,718 1,000 square feet of building space
ATTACHMENT 6
RESOLUTION REPLACING THE CURRENT WASTE WATER'CAPACITY FEE
RESOLUTION FOR NEW DEVELOPMENT IN THE++CITY OF PETALUMA,
RESOLUTION NO. 2012-127 N.C.S., ADOPTED AUGUST 27, 2012 TO AMEND
PROVISIONS GOVERNING THE TIME FOR FEE PAYMENT
RECITALS
WHEREAS, the City of Petaluma General Plan 2025 ("General Plan") outlines future
land uses within the City of Petaluma ("City") and applies to a planning area which includes the
City and land outside the City in unincorporated Sonoma County which must also be considered
to properly plan for the City's future; and,
WHEREAS, the General Plan of the City was adopted by the Petaluma City Council
("City Council") on May 19, 2008; and,
WHEREAS, an Environmental Impact Report ("FIR") was prepared for the General
Plan (State Clearinghouse #2004082065) pursuant to the California Environmental Quality Act
("CEQA") and certified by the City Council on April 7, 2008 by Resolution No. 2008-058
N.C.S.; and,
WHEREAS, the General Plan area is shown on the land use maps contained in the
General Plan; and,
WHEREAS, the City Council last updated the City's Wastewater Capacity Fee for New
Development by Resolution No. 2012-127 N.C.S., adopted August 27, 2012; and,
WHEREAS, the General Plan incorporates policies and programs to mitigate the impacts
of such anticipated new development, including policies that require new development to pay for
its proportional fair share of the cost ofacquiring and improving public facilities necessary to
meet the demands of residents, employees, customers, and businesses; and,
WHEREAS, the General Plan and its FIR analyze the impacts of development under the
General Plan and proposed mitigation measures, including the creation of fee programs to
require new development to pay for its proportional fair share of the cost of acquiring .and
improving public facilities necessary to meet the demands of new residents, employees,
customers, and businesses for such-facilities; and,
WHEREAS, Goal 1-G-6 of Chapter I of the General Plan provides that the City should
"Maintain a residential growth management system to ensure public infrastructure keeps pace
with growth"; and,
WHEREAS; Policy 1-P-48 of Goal 1-G-6 of Chapter 1 of the-General Plan provides that
the City should "Ensure that new development provides necessary public facilities to support
the development," and includes program A which provides that the City should: "Collect
proportionate fair share of long-term infrastructure improvement costs as entitlements are
granted" and program B: "Initiate design of long term infrastructure improvements in a timely
manner to ensure their completeness to coincide with demand"; and,
St
•
WHEREAS, Goal ;8-G 4,of Chapter 8 of the General Plan provides that the City should
"Manage the wastewater collection and treatment system to address 100 ,percent capture and
treatment of the City's wastewater in an economically and ecologically Sound manner"; and,
WHEREAS, Policy 8-P-15 of Goal 8-G-4 of Chapter 8 ofthe General Plan,provides that
"Capacity of the water recycling facility shall be/maintained, and expanded as necessary, to keep
pace with the City's growth"; and,
WHEREAS, wastewater services provided by the City include, but are not limited to,
wastewater collection, treatment, disposaland reuse; and,
WHEREAS, to plan for anticipated growth under General Plan 2025, the City
Department of Water Resources and Conservation and its consultants have undertaken
engineering and financialstudiesto determine the necessary infrastructure to provide sufficient
wastewater facilities and services to serve existing and anticipated development under General
Plan 2025; and,
WHEREAS, the City retained Bartle Wells Associates to determine, based in part on the
land use designations provided,by the General Plan, the water and wastewater capacity necessary
to maintain the level of such services provided to the community and to fund new development's
share of the costs of maintaining adequate capacity for water and wastewater amenities to
Petaluma; and,
WHEREAS, an analysis of the capacity charges necessary to recover the cost of
wastewater facilities needed to serve future costumers was prepared by Bartle Wells Associates
dated August 15, 2012, entitled "Water & Wastewater Capacity Charges" ("Report"), a copy of
which is on file in the Office of the City Clerk, and is herebyincorporated by reference; and,
WHEREAS, the Report, the General Plan and the General Plan FIR describe the
facilities necessary to provide adequate wastewater capacity in the City; and,
WHEREAS, the Report, the General Plan and the General Plan FIR describe the impacts
of contemplated future development on existing public facilities in the City of Petaluma and
analyze the need for the new facilities required by future development within the City of
Petaluma, described above and in the;Report; and,
WHEREAS, the Report describes new development's share of the cost 'of existing
facilities (buy-in), and the costs needed to finance construction of necessary capital
improvements to serve new development as described in the Report, the Genefal Plan and the
• City's budget for capital improvements (collectively, the "Facilities");.and,
WHEREAS, the Report sets forth the relationship between contemplated future
development, the Facilities, and the estimated cost ofthe Facilities; and,
WHEREAS, the Report estimates the cost in current dollars of the Facilities, assigns the
portion of the cost attributable to new development, and calculates the fees necessary to raise the
revenue necessary to pay for the portion of the cost of the Facilities attributable to new
development; and,
WHEREAS, The Wastewater Capacity Fee is not a "tax" as defined in Section I,
paragraph (e) of Article XIIIC of the California Constitution ("Proposition 26") because such fee
is imposed for a specific benefit conferred or privilege.granted directly to the payor that is not
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provided to those not charged, and which does not exceed the reasonable cost to the City of
providing the service or product; and/or the fee is imposed for a specific government service or
product provided directly to the payor that is not provided to those not charged, and which does
not exceed the reasonable cost to. the City of providing the-service or product; and/or the fee is
imposed for the reasonable regulatory costs to the City 'of issuing licenses and permits,
performing investigations, inspectionsand audits, enforcing agricultural marketing orders and
the administrative enforcement and adjudication thereof; and/or the fee is imposed as a condition
of property development; and,
WHEREAS, the Wastewater Capacity Fee is not subject to the requirements of Article
XIIID of the California Constitution ("Proposition 21:8") concerning property related
assessments and fees pursuant to Apartment Association of Los Angeles County v. City of Los
Angeles (2001) 24 Cal.4t 830, in that such fee is not applicable to incidents of property
ownership, but rather to actual use of and need for City services-and/or facilities; and,
WHEREAS, in accordance with Government Code Section 50076, fees and charges that
do not exceed the reasonable cost of providing the service or regulatory activity for which the
fees are charged and which are not levied for general revenue purposes are not special taxes as
defined in Article 3.5 of the Government Code; and,
WHEREAS, in accordance with Government Code Section 66016, at least fourteen (14)
days prior to the public hearing at which this Resolution was adopted, -notice of the time and
place of the hearing was mailed to eligible interested parties who filed timely written requests
with the City for mailed notice of meetings on new or increased fees or service charges; and,
WHEREAS, in accordance with Government Code Section 66016, the Report was
available for public inspection, review, and comment for ten (10) days prior to the public hearing
at which the City Council considered the adoption of this resolution; and,
WHEREAS, ten (10) days advance notice of the public hearing at which the City
Council considered the adoption of this resolution was given by publication in accordance with
Government Code Section 6062a;-sand,
WHEREAS, on September 10, 2012, the City Council adopted Ordinance No. 2444
N.C.S., which adds a new Title 19, entitled "Development Fees," to the Petaluma Municipal
Code and amends, repeals and/or recodifies various provisions authorizing the City's
development-related fees, including the City Facilities Development Impact Fee, Open Space
Land Acquisition Fee, Park Land Acquisition Fee (Non-Quimby Act), Park Land Acquisition
Fee (Quimby Act), Traffic Development linpact Fee, Water and Wastewater Capacity- Fees and
the Commercial Development Housing Linkage Fee.
FINDINGS
WHEREAS, the City Council finds as follows:
A. After considering the Report, the testimony received at the noticed public meeting
at which this resolution was adopted, the accompanying staff report, the General
Plan, the General Plan EIR, and all correspondence received at or prior to the
public meeting (the "Record"), the Council approved and adopted the Report by
Resolution No. 2012-127 adopted August 27, 2012; and the City Council further
found that the future development in the City of Petaluma Will generate the need
for the Facilities; and the Facilities are consistent with the City's General Plan.
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B. The City currently provides wastewater facilities and supplies wastewater to the
community and the fee set forth in this resolution will be used to maintain current
service levels. As such, the Wastewater Capacity Fee as it relates to development
within the City isnot a."project" within the,meaning.of CEQA (Pub. Res. Code
§21080(b)(8)(D)).
C. In-adopting this-resolution, the City Council is exercising its powers under Article
XI, §§5 and 7 of the California Constitution, Chapter 5 of Division 1 of the
Government Code ("Mitigation Fee Act"), commencing with Section 66000,
Section 54 of the City of Petaluma Charter, and Chapter 19.28 of the Petaluma
Municipal Code, collectively and separately.
D. The Record establishes:
1. In accordance With section 66013, subdivision a, of the Mitigation Fee
Act, the Wastewater Capacity Fee imposed by this Resolution ("Fee")
does not exceed the estimated reasonable cost of providing the wastewater
services for which the Wastewater Capacity Fee is imposed, in that the
Fee istcalculated based on the relationship'between the value of the City's
existing wastewater facilities, and the value of upgrades and additional
capacity heeded to serve new users, and allocates to new wastewater
system customers their fair share of the cost of existing and future
wastewater improvements needed to serve the new customers. The Fee
includes the buy-in component for existing facilities and projected capital
expenditures that strictly benefit new customers, as described in detail in
Appendix A of the Report, as well as in the City's capital improvement
plan. The Report establishes that wastewater system improvements are
required, and-justifies the changes in the wastewater capacity charge based
on the amount required to "buy into" existing, facilities and anticipated
City capital expenditures. The Report explains how the capacity charges
are' calculated on the basis of capital costs related to the upgrades and
expansion of the wastewater system required by the addition of future
connections. The Fee is necessary to cover the City's cost of
improvements required to serve anticipated future connections.
2.. The cost estimates set forth in the Report are reasonable estimates for
constructing or acquiring the Facilities, and the Fees expected to be
generated by future development will not exceed theprojected cost of
constructing and/or acquiring the Facilities; and
3. The method of allocation of the Fee to a particular development bears a
fair relationship and is roughly proportional to each development's burden
on and benefits from the Facilities to be funded by the Fee, in that the Fee
is calculated based on the wastewater facilities demand each particular
development will generate.
4. The Report is a detailed analysis of how public services will be affected
by development in the City and the public facilities required to
accommodate that development.
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5. Pursuant to Government Code Section 66483(0, the Facilities are in
addition to the existing facilities serving the sanitary sewer area covered
by the Report at the time of its adoption.
6. Pursuant to Government Code Section 66483(e) the fee as set forth in this
Resolution as to any property proposed for subdivision and subject to the
Subdivision Map Act (Government Code Section 66410 et seq.) within the
sanitary sewer area covered by the Report does not exceed the pro rata
share of the amount of the total actual or estimated cost of all of the
planned sanitary sewer facilities within such sanitary sewer area which
would be assessable on such property proposed for subdivision if such
costs were apportioned uniformly on a per acre basis.
7. The Fee is consistent with the General Plan and,;pursuant to Government
Code Section 65913.2, the City Council has considered the effects of the
Fee with respect to the City's housing needs as established in the housing
elementof the General Plan.
ADOPTION OF FEE
NOW, THEREFORE, BE IT RESOLVED:
Definitions.
a. "Accessory Dwelling" shall mean a second unit which meets the standards
set forth in Section 7.030 of Chapter 7, "Standards for Specific Land
Uses' of the City of Petaluma Implementing Zoning Ordinance ("IZO"),
as modified by any subsequent amendment or successor zoning ordinance
and/or development code provision adopted by the City which defines
Accessory Dwelling, second unit or second;dwelling unit."
b. "BOD" means biochemical oxygen demand.
c. "Commercial" shall mean any development constructed or to be
constructed on land having a General Plan 2025 land use or zoning
designation, as established in the Implementing Zoning Ordinance, No.
2300 N.C.S., or any successor ordinance, for facilities for the purchase and
sale of commodities and services:and'the sales, servicing, installation, and
repair ofsuch commodities and services and other uses ineidental to these
activities. Commercial land uses include but are not limited to: apparel and
clothing stores; auto dealers and malls; auto accessories stores; banks and
savings and loans; beauty salons; book stores; discount stores and centers;
dry cleaners; drug stores; eating and drinking establishments; furniture
stores and outlets; general merchandise stores; hardware stores; hone
furnishings and improvement centers; laundromats; liquor stores; service
stations; shopping centers; supermarkets; bicycle shops; cameras and
photographic supply stores; convenience stores; department stores; drug
stores and pharmacies; jewelry stores; luggage and leather goods stores;
sporting goods and equipment stores; stationery stores; collectible stores;
second hand goods stores; religious goods stores; hobby materials stores;
small wares stores; plant sales; bowling alleys; coin-operated amusement
arcades; dance halls, clubs and ballrooms; electronic game arcades; ice 3
skating and roller skating establishments; pool and billiard rooms;
amusement and theme parks; go-cart tracks; golf driving ranges; miniature
golf courses; water slides; banks, and trust companies; credit agencies;
holding companies; lending and thrift. institutions; securities/commodity
contract brokers and dealer*.fuelingstations and,gas stations; security and
commodity exchanges; vehicle.finance leasing agencies; restaurants, cafés
and coffee shops; and movie theatres and civic theatres.
d. "Developed" and "Development" shall meanthe construction or alteration
of or addition to, other than by the City, of any building or structure Within
the City of Petaluma and within any areas served by the City outside the
jurisdictional limits of the City.
e. "Director"shall mean the Director of Public Works and Utilities or his/her
designee.
f "Domestic Wastewater" means any wastewater•which will enter the City's
sanitary sewer from the non-industrial operation„preparation, cooking and
handling of food; or, containing human waste and similar matter from the
sanitary conveniences of dwellings, commercial building, industrial
facilities and installations.
g. "Dwelling Unit — Single Family" means any single-family residential
dwelling or mobile home designed for occupancy by one family, each of
which shall be deemed equivalent to one dwelling unit.
h. "Dwelling Unit — Multi Family" means any duplex, triplex, fourplex,
townhouse or condominium, apartment house, lofts, or other multi-
residential establishment, designed for occupancy for living purposes by
more than one family, which is divided into separate residential units, each
of which is designed for Occupancy by one family only, each resident unit
shall be deemed equivalent to one dwelling unit. For example, an
apartment complex with 10 apartments shall be considered to have 10
dwelling-units.
"Facilities" shall include those facilities that are described in the Report.
"Facilities" shall also include comparable alternative facilities should later
changes in projections of development in the region necessitate
construction of such alternative facilities; provided that the City Council
later determines in accordance with applicable law (I) that there is a
reasonable relationship between Development and the need for alternative
facilities (2) that the alternative facilities.are comparable to the facilities
listed in the Report, and (3) that revenue frons fees charged pursuant to
this Resolution will be used only to pay new Development's fair and
proportionate share of the alternative facilities.
j. "hcF' means hundred cubic feet. One her is equivalent to 748 gallons.
k. "Industrial" shall mean any development constructed or to be constructed
on land having a General Plan 2025 land use or zoning designation as
established in the Implementing Zoning Code, Ordinance No. 2300
N.C.S., or any successor ordinance, for the manufacture, production,
assembly, and processing of consumer :goods, uses incidental to those
activities,. and research, development, and warehousing. Industrial land
uses include, but are not limited to: assembly; contractor's storage yards;
fabrication; lumber yards; manufacturing; outdoor stockyards and service
yards; printing; processing; warehouses and distribution centers;
wholesale and heavy commercial enterprises; clothing, fabric and other
'product manufacturing; electronics, equipment, and appliance
manufacturing; metal products fabrication, machine and welding shops;
paper product manufacturing; food and beverage product manufacturing;
small-scale manufacturing; lumber, and wood product manufacturing;
machinery manufacturing; motor vehicle and transportation equipment
manufacturing; stone and cut stone product manufacturing; structured clay
and pottery product manufacturing; processing of building materials,
Chemicals, fabricated metals, paper products, machinery, textiles, and/or
equipment; and collection, sorting and processing enterprises.
"Industrial Wastewater" means any non-domestic wastewater which will
enter into the City's sanitary sewer by being discharged from any
industrial, manufacturing, commercial or business establishment or
process; or from the development, recovery, or processing of any natural
resource.
m. "Mixed Development shall mean a development that includes more than
one of the types. of development defined in this. Section 1. Mixed
developments' may combine residential types of development (Single
Family and Multifamily), non-residential types of development
(Commercial, Industrial, and Office), or a combination of residential and
non-residential types of development.
n. "Non-Residential User" includes, but is not limited to, any commercial,
industrial or institutional customer.
o, "Office" shall mean any development constructed or to be constructed on
land having a. General Plan 2025 land use or zoning designation, as
established in the Implementing Zoning Ordinance, Ordinance No. 2300
N.C.S., or any successor ordinance, for general business offices, medical
and professional offices, administrative or headquarters offices .for large
wholesaling or manufacturing operations, and other uses. incidental to
these activities. Office land uses include but are not limited to:
administrative headquarters;. business parks; .finance offices, insurance
offices; legal offices; medical and health services offices; office buildings;
professional and administrative offices; professional associations; real
estate offices; and travel agencies.
P. "Residential User" means any single-family residential dwelling or mobile
home designed for occupancy by one family, and any duplex, triplex,
fourplex, townhouse or condominium, apartment house, mobile home park
or other multi'-residential establishment, designed-for occupancy for living
purposes by more than one family, which is 'divided into separate
residential units, each of which is designed for occupancy by one family
only.
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q. "TSS"means total suspended solids.
2. Wastewater Capacity Fee Imposed.
a. In accordance with Petaluma Municipal Code Chapter 19.32, Government
Code Section 66013 and other appliCable law, a Wastewater Capacity Fee
shall be imposed and paid at the tithes, and in the amounts and otherwise
apply and be administered as prescribed in this Resolution on
Development as described in the Report.
b. In accordance with Government Code Section 66483(a), the Fee shall
apply to development projects subject to the Subdivision Map Act
(Government Code Section 66410 et seq.) only where the Fee has been in
effect pursuant to this Resolution for a period of at least 30 days prior to
the filing of the tentative or parcel map applicable to such development
project.
3. Time for Imposing Fee for Residential Subdivisions.
In accordance with Government Code Section 65961, the. Fee for Single Family
and Multiple Family subdivision development for which tentative or parcel maps
are required pursuant to the Subdivision Map Act (Government Code Section
66410 et seq.) shall be imposed at the time of the approval of conditions that
apply to the tentative or parcel map for such residential subdivision development,
as applicable. Payment of the Fee shall be deemed to be a condition of all such
tentative or parcel maps. Notwithstanding this Section 3, the time for payment of
the Fee for all development, including Single Family and Multiple Family
subdivisions, shall be as specified in Section 4, below.
4. Time for Fee,Payment.
A Fee shall be charged and paid for each Development upon issuance of the
building permit for such Development, or upon issuance of a new or revised
industrial wastewaterdischarge permit, subject to applicable law.
5. Amount of Fee. The amount of the Fee shall be as follows:
a. General. Connection may be made to the City's wastewater collection
system trunk lines in locations approved by and subject to the regulations
of the City Council, upon payment to the City of the capacity fees
specified below and other specifications hereinafter indicated.
b. Capacity Fee.
i. Residential Users.
A. Dwelling Unit — Single Family. The capacity fee shall be
$7,166 per dwelling unit.
B. Dwelling Unit — Multi Family. The capacity fee shall be
$4,744 per dwelling unit.
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ii. Accessory Dwelling. The capacity fee shall be $2,636 per
•
dwelling unit.
iii. Non-Residential Users.
A. Formula. The wastewater capacity fee for Non-residential
Users shall be based upon the daily flow, BOD and TSS of
the wastewater being discharged, except the minimum fee
shall be same for Residential Users per Section 5(b)(i)(A).
These three parameters shallbe applied as outlined in Table
12 below from the page 1.1 of the Report:
Table 12
City of Petaluma
Wastewater Capacity Charge
Non-Residential Discharge Characteristics
Non-Residential Unit (9Pd) BpPa) (PPd) Charge
Auto repair Per service bay 30 0.063 0.063 $ 919.44
Bakery 1;000 square foot 150 0.313 0.313 4,597.21
Barber 1,000 square foot 40 0.083 0.083 1,225.92
Bowling alley Per alley 150 0.313 0.313 4,597.21
Church 1,000 square foot 60 0.125 0.125 1,838.88
Convalescent home Per room 90 0.188 0.188 2,758.33
Grocery w/ disposal 1,000 square foot 60 0.1 25 0.125 1,838.88
Grocery w/o disposal 1,000 square foot 60 0.125 0.125 1,838.88
Halls (no food service) 1,000 square foot 90 0.188 0.188 2,758.33
Hospitals Per bed 175 0.365 0.365 5,363.41
Hotels and motels with restaurants Per room 90 0.188 0.188 2,758.33
Hotels and motels without restaurant Per room 90 0.188 0.188 2;758.33
Misc. Commercial/Industrial 1,000 square foot 60 0.125 0.125 1,838.88
Mortuary 1,000 square foot 60 0.125 0.125 1,838.88
Offices, medical and professional 1,000 square foot 60 0.125 0.125 1,838.88
Restaurants 1,000 square foot i 900 1.877 1.877 27,583.25
Restaurants, fast food 1,000 square foot 570 1.188 1.188 17,469.39
Retail 1,000 square foot 60 0.125 0.125 1,838.88
Non-Residential Unit Flow BOD TSS Charge'
(gpd) (PO) (PPB)
School Per 100 students 560 1.168 1.168 17,162.91
Service station Per fuel pump 30 0.063 0.063 919.44
Spas and health clubs Per shower head 90 0.188 0.188 2,758.33
Taverns/bars Per seat 20 0.042 0.042 612.96
Theater 1,000 square foot 90 0.188 0.188 2,758.33
Source: City of Petaluma
Wherein,
DF = Customer's Daily Flow (gallons per day)
BOD = Customer's Daily Concentration of,BOD (ppd)
TSS = Customer's Daily Concentration of TSS (ppd)
B. Loading Parameters. Values for DF, BOD and TSS shall be
estimated using Table i2. The "Type of Business/Industry"
to be used as the basis for the calculation shall be as
determined by the Director. or his/her designee. Loading
parameters for uses not listed in Table 12 shall be as
determined by the Director.
C. Reconciliation. After connection, the City may, at the
request of the Non-Residential User, monitor and track the
customer's flow based on water use meter readings for a
reconciliation period not to exceed one year. After the
reconciliation period, the City may, upon request from the
Non-Residential User, recalculate the capacity fee using the
BOD and TSS values estimated in Table 12, which is
attached to and made a part of this Resolution and the
actual average flows as monitored and recorded by the
City.
1. Difference Less Than or Equal to $250.
If the difference between the recalculated capacity fee
and the original capacity fee is less than Or equal to
$250, no reconciliation shall be made.
2. Difference of$251 or More.
If the recalculated capacity fee exceeds the original
capacity fee paid by $251 or more, the customer shall
pay the total difference between the original capacity
fee paid and the recalculated capacity fee. If the
• recalculated capacity fee is less than the original
capacity fee paid by $251 of more, the City shall refund
the total difference between the original capacity fee
paid and the recalculated capacity fee.
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D. Capacity Fee on Rebuilding, Remodeling or Expansion of
Existing Non-Residential User Facilities. In the event of
any operational changes subject to issuance of a new or
revised industrial wastewater discharge permit, expansion,
remodeling or rebuilding of any non-residential building,
structure, or premises, currently connected to the
wastewater system, in a manner which increases the
loading parameters, an additional capacity fee shall be due.
In no instance shall a refund be granted if the rebuilding,
remodeling or expansion of a Non-Residential User facility
decreases the size of the building or the loading parameters.
The additional capacity fee for the expansion, remodeling
or rebuilding of any non-residential building, structure, or
premises, currently connected to the wastewater system, in
a manner which increases the loading parameters, shall be
calculated as follows:
ACI' = NCP— OCF
Wherein,
"ACE' is the additional capacity fee;
"NCF" is the new capacity' .fee calculated per Section
5(b)(iii)(A) with the values of the loading parameters (DF,
BOD and TSS) to be determined based on the facility after
the expansion, remodeling or rebuilding (note: this is not to
be the incremental increase in loading — it is to represent
the total loading of the facility); and
"OCF" is the. old capacity fee calculated per Section
5(b)(iii)(A) with the values of the loading parameters to be
based on the facility prior to any expansion, remodeling or
rebuilding.
1. Industrial Relocation.
This provision shall not be applied to a non-residential
property or building that was formerly used for an
industrial operation that has vacated the premises,
relocated to a different parcel, and has received a
relocation credit per Section 6.
c. Annual Economic Adjustment to Capacity Fee. On July I of each
year, commencing on July I, 2014, the capacity fees and unit costs
described herein shall be adjusted to account for increases or decreases in
the index set forth below. The capacity fees and unit costs shall be
adjusted as follows.
I. Annual Economic Adjustment to Capacity Fee for
Residential Customers.
The capacity fee for residential customers shall be
adjusted in accordance with the following formula:
NCFRes = OCFRes + ((OCFRes) x (ENR Annual
Change))
Wherein, ��
"NCFRes" is the new or adjusted capacity fee for
residential.dustomersfor the upcoming fiscal year;
"OCFRes" is the ;capacity fee in effect 'during the
current fiscal year; and.
"ENR Annual Change" is the percentage change in the
Engineering News Record Construction Cost Index for
the San Francisco area from December for the second
prior calendar year to December for the prior calendar
year.
2. Annual Economic Adjustment to Capacity Fee for
Accessory Dwellings.
The capacity fee for accessory dwellings shall be
adjusted in accordance ,with the following formula: •
NCFAcc = OCFAcc + ((OCFAcc) x (ENR Annual
Change))
Wherein,
"NCFAcc" is the new or adjusted capacity fee for
accessory dwellings for'the upconiing fiscal year;
"OCFAcc" is the capacity fee in effect during the
current fiscal year;_and
"ENR Annual Change" is the percentage change in the
Engineering News Record Construction Cost Index for
the San Francisco area.from December for the second
prior calendar year to December for the prior calendar
year.
3. Annual Economic Adjustment to Capacity Fee for Non-
Residential Customers.
The unit costs for DF, BOD and TSS used in
calculating the capacity fee for non-residential
customers shall each be adjusted in accordance with the
following formula:
NUC = OUC + ((OUC) x,(ENR Annual Change))
Wherein,
"NUC" is the new or adjusted unit cost for DF', BOD or
TSS for non-residential 'customers for the upcoming
fiscal year;
"OUC" is the unit cost for DF, BOD or TSS in effect
during the current fiscal year; and
"ENR Annual Change" is the percentage change in the
Engineering News Record Construction Cost Index for
the San Francisco area from December for the second
prior calendar year to December for the prior calendar
year.
/DO
d. Computation and Payment olCapacity Fees.
General. The Direetoc:or his/her designee shall compute all
fees as set forth in this-resolution. Payment for the capacity
fees shall be made in full prior to connection to the
wastewater utility; or discharge of wastewater from the
facility if there is already a capacity to the wastewater
utility.
2. Mixed Use. Parcels that mix Residential Users and Non-
Residential Users must be separately metered so
Residential Users are served by a meter(s) that is separate
from the meter(s) serving Non-Residential Users.
3. Refund Applications Based on 2008 Wastewater Capacity
Fee Paid. Current owners of development that paid a
wastewater capacity fee pursuant to Resolution 2008-097
may apply for a refund of the difference between the that
fee and the wastewater capacity fee imposed by this
resolution ("current fee"), subject to the following:
a. To be eligible for a refund, current development owners
must certify in writing to the City that the owner has
not recovered or is not recovering from third parties
such as tenants or others the amount of the prior fee
paid or the amount by which the prior fee exceeds the
current fee.
b. Any refunds pursuant to this provision shall only be
paid from existing, un-obligated, unspent Fee revenue
balances. The City will have no obligation to pay
refunds to any owner absent' sufficient existing, un-
obligated, unspent Fee revenue balance available for
that purpose.
c. If existing, un-obligated, unspent Fee revenue balances
are insufficientto cover eligible applications for refund,
such eligible applications shall be paid refunds a pro
rata basis in accordance with applicable law.
6. Allowance for Industrial Relocation Credit.
a. Qualification for Industrial Relocation Credit
Applicability. This section shall apply to Industrial Wastewater only, not
to domestic wastewater. If the transfer of an industry discharging
Industrial Wastewater to a different parcel of land does not impose any
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additional burden on the City's wastewater utility, a credit, which shall be
referred to as a relocation credit, maybe:allowed,provided that:
A. Same Operation. Essentially the same industrial. operation, as
determined by the Director, has been transferred from one parcel to
another and such operation was previously connected to the City's
wastewater utility;
B. Ownership. The same person now making claim to the relocation
credit owned the industrial operation prior to the transfer and will
continue to own the industrial operation at the new location.
C. Abandonment. The owner has demonstrated to the satisfaction of
the City that the industrial operation has been abandoned from the
parcel from which the transfer has occurred, or presented a
certification in writing that such industrial operation will be
abandoned within six (6) months of the City approving an
application for connection. Should the industrial operation not be
abandoned within the prescribed period, the relocation credit shall
be revoked and a capacity fee, with respect to the parcel to which
the industrial operation transferred, shall be due and payable as of
the.date said parcel was connected to the City's wastewater utility.
D. Disconnection. The connection to the wastewater utility at the prior
parcel has been disconnected and capped, the meter has been
removed, and the account closed..'Any subsequent use of the prior
parcel requiring connection to the wastewater system will pay a
new wastewater capacity fee in accordance with this resolution.
E. Capacity. There is adequate capacity in the City's wastewater
utility to accommodate connection of the industrial operation to be
transferred.
ii. Basis for Relocation Credit. The capacity fee for the relocated industrial
operation shall be calculated per Section 5(b)(iii)(A). If the loading
parameters (DE, BOD, TSS) for the industrial operation at its new location
are equivalent to the loading parameters for the industrial operation at its
prior location, no additional capacity fee shall be applied. If the loading
parameters,for the industrial operation at its new location will be increased
over the loading parameters for the industrial operation at its prior
location, then an additional capacity fee shall be calculated per Section
5(b)(iii)(D).
7. Capacity Fees for Restaurants and Laundromats Using Best Available Technology.
If a restaurant or laundromat applies for a wastewater capacity fee and installs and
continues to use the mostwater efficient hardware, fixtures, and systems (Best Available
Technology) as determined by the Director, the wastewater capacity fee will be 50% less
than the fee determined'by 12.
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8. Use of Fee.Revenue.
In accordance with Government Code Section 6601'3(c), the revenues,raised by payment
of the Fee shall be placed in a.separate; interest bearingaccount:to permit accounting for
such revenues and the interest which they generate. Suchrevenues and interest shall be
used only for the Facilities and the purposes for which the Fee was coll'ected, which are
the following:
a. To pay for acquisition of the Facilities;
b. To pay for design, engineering, construction of and property acquisition for, and
reasonable costs of outside consultant studies related to, the Facilities;
c. To reimburse the City for the Facilities constructed by the City with funds from
other sources including funds from other public entities, unless such funds were
obtained from grants or gifts intended by the grantor to be used for the Facilities.
d. To reimburse developers,that have designed and constructed any of the Facilities
with prior City approval and have entered into an agreement, as provided in
Section 12 below; and
e. To pay for and/or reimburse costs of program development and ongoing
administration and maintenance of the Fee program, including, but not limited to,
the cost of studies, legal costs, and other costs of updating the Fee.
9. Standards.
The Standards upon which the need for the Facilities is based are the standards of the
City, including the standards contained in the General Plan and its FIR and those City
standards reflected in the Report.
10. Periodic Review.
In accordance with Government Code Section 66013(d), the City shall make available to
the public, within 180 days after the last day of each fiscal year, the following
information for that fiscal year:.
a. A description of the charges depositedinthe account.
b. The beginning and ending balance of the account and the interest earned from
investment of moneys in the account.
c. The amount of charges collected in that fiscal year:
d. An identification of all of the following:
i. Each public improvement on which charges were.expended and the amount of
the expenditure for each improvement, including the percentage -of the total
cost of the public improvement that was funded with those charges if more
than one source of funding was used.
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ii. Each public improvement, on which charges were expended that was
completed during that fiscal year.
iii. Each public improvement that isanticipated to be undertaken in the following
fiscal year.
iv. A description of each interfund transfer or loan made from the capital
facilities fund. The information provided, in the case of an interfund transfer,
shall identify the public improvements on which the transferred moneys are,
or will be, expended. The information, in the case of an interfund loan, shall
include the date on which the loan will be repaid, and the rate of interest that
the fund will receive on the loan.
The information required pursuant to this Section 10 may be included in the City's annual
financial report.
The information prescribed in this Section 10 shall not apply to: moneys received to
construct public facilities pursuant to a contract between a local agency and a person or
entity, including, but not limited to, a reimbursement agreement pursuant to Government
Code Section 66003, or to charges that are used to pay existing debt service or which are
subject to a contract with a trustee for bondholders that:requires a different accounting of
the charges, or charges that areused to reimburse the local agency or to reimburse a
person or entity who advanced funds under a reimbursement agreement or contract for
facilities in existence at the-time the charges are collected.
11. Subsequent Analysis and Revision of the Fee.
The Fee set forth herein is adopted and implemented by the City Council in reliance on
the Record identified above. The City may continue to conduct further study and analysis
to determine whether the Fee should be revised. When additional information is
available, the City Council may review the Fee to determine that the Fee amounts remain
reasonably related to the impacts of development within the City of Petaluma and areas
included in the City's General Plan. The City Council may revise the Fee to incorporate
findings and conclusions of further studies and any standards in General Plan and/or the
General Plan EIR,.as well as increases due to inflation and increased construction costs.
12. Credits and Reimbursement for Developer'Constructed Facilities.
The City and a developer may enter into an improvement agreement- to allow the
developer to construct certain of the Facilities. Entering such an agreement is within the
City's sole discretion. Such agreementshall provide for security for the developer's
commitment to construct the Facilities and shall refer to this Resolution for credit and
reimbursement. If the City enters into such an agreement with a developer prior to
construction of one or more of the Facilities, the City shall provide the developer a credit
in accordance with the following:
a. Credit Amount. The credit shall be in the amount of the lowest bid received for
construction of the facility, as approved by the Director. However, in no event
shall a credit pursuant to this provision exceed the current facility cost. For the
purposes of this section, such current facility cost shall be the amount listed in the
Report for that particular facility as subsequently adjusted pursuant to this
Resolution prior to issuance of the building permit for that facility. Once issued,
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credit pursuant to this section shall not be adjusted for inflation or any other,
factor. Credit provided pursuant to this section isnot transferable.
b. Application of Credit. Credit pursuant to this section may be, applied by
developers against the Fee applicable to a particular project until the credit is
exhausted or an excess credit results. The total credit shall be divided by the
number of units (for a residential project) to determine the amount=of credit which
can be applied against the Fee for each unit and; if the credit per unit is less than
the Fee per unit, the developer shall pay the difference for each unit. If a credit
pursuant to this section is less than the Fee applicable to a particular non-
residential development project, the developer shall pay the City the balance in
cash.
c. Reimbursement for Excess Credit. Reimbursement for excess credit shall only be
from remaining unspent Fee revenues. Once all the Facilities have been
constructed or acquired and to the extent Fee revenues are sufficient to cover all
claims for reimbursement of Fee revenues, including reimbursement for excess
credit, developers with excess credit shall be entitled to reimbursement, subject to
such developerscertifying in writing to the City that the cost of constructing the
facility which resulted man excess credit was not passed on to homeowners, and
indemnifying the City from land owner claims for reimbursement under
Government Code Section 66000 el seq. and Section 66001 in particular. If
remaining fee revenues after all of the facilities have been constructed or acquired
are insufficient to cover all claims for reimbursement of fee revenues, such
claims, including claims for reimbursement of excess credit, shall be reimbursed
on a pro rata basis in accordance with applicable law.
13. Effective Date.
This resolution shall become effective 60 days from the date of its adoption in accordance
with California Government Code section 66017, subdivision (a).
14. Severability.
Each component of the Fee and all portions of this Resolution are severable. Should any
individual component of the Fee or other provision of this Resolution be adjudged to be
invalid and unenforceable, the remaining component or provisions shall be and continue
to be fully effective, and the Fee shall be fully effective except as to that component that
has been judged to be invalid.
15. Supersession/Repeal/Savings.
All resolutions and parts thereof in conflict with the provisions of this resolution are
superseded and repealed, effective on the effective date of this resolution. However,
violations, rights accrued, liabilities accrued, or appeals taken,prior to the effective date
of this resolution, under any chapter, ordinance; or part Of an ordinance, or resolution or
part of a resolution, shall be deemed to remain in full force for the purpose of sustaining
any proper suit, action, or other proceedings, with respect to any such violation, right,
liability or appeal.
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