HomeMy WebLinkAboutStaff Report 5.C 05/16/2016Agenda Item #5.0
DATE: May 16, 2016
TO: Honorable Mayor and Members of the City Council through City Manager
FROM: Scott Duiven, Senior Planner -
SUBJECT: Resolution Repealing and Replacing the Current Traffic Development Impact Fee
Resolution for Future Development within the City of Petaluma, Resolution No.
2015-191 N.C.S., Adopted December 7, 2015, to add Funding for Future SMART
Station Parking and Rainier Avenue Crosstown Connector Right of Way
Acquisition Costs
RECOMMENDATION
It is recommended that the City Council adopt the attached Resolution Repealing and Replacing
the Current Traffic Development Impact Fee Resolution for Future Development within the City
of Petaluma, Resolution No. 2015-191 N.C.S., Adopted December 7, 2015, to Add Funding for
Future SMART Station Parking and Rainier Avenue Crosstown Connector Right of Way
Acquisition Costs.
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. In March
of 2014, the City Council adopted updated fees largely to amend administrative changes
addressing definitions, amount of the fee, fee adjustments, and time of fee payments. Later in
2014 it was determined that some of the contested bond proceeds related to dissolution of the
City's former redevelopment agency could be applied to project costs that were to be funded by
the Redevelopment Supplement portion of the Traffic Development Impact Fee, allowing a
further reduction in the fee. On July 7, 2014 the City Council amended provisions for the amount
of fee related to the Redevelopment Supplement and created a new fee category for gas/service
stations.
On December 7, 2015 the City Council amended the provisions establishing the amount of the
Traffic Impact Fee to address methodological issues pointed out in a peer review conducted by
Willdan Financial Services in response to issues raised by Safeway, protesting the gas/service
station fee and methodology. Later in that meeting the City Council provided direction to staff to
revisit the Traffic Impact Fee with an eye toward adding costs associated with the 2nd SMART
rail station and the right-of-way acquisition and construction cost assumptions for the Rainier
Crosstown Connector and Interchange project.
DISCUSSION
The City contracted with Willdan Financial Services to perform a nexus analysis to determine
the ability to add costs to the traffic development impact fee program and the appropriate
percentage of those costs applicable to future development.
SMART Rail Station Infrastructure
SMART is expected to begin passenger rail service by the end of 2016. As part of the project's
first phase SMART is constructing rail and platform improvements for the Downtown Petaluma
Station. SMART is not planning for parking at the Downtown Station. Petaluma's second
station, planned to be located in the proximity of North McDowell Boulevard and Corona Road,
was delayed to a future phase due to lower than expected revenues. The second station has been
envisioned as the park-and-ride station for the Petaluma area. SMART has been working with a
prospective developer to deliver the second station. Developer and/or City funding support for
the second station increases the likelihood that Petaluma gets its second station as part of the first
phase. In an effort to help facilitate this process, based on discussions with SMART and the
prospective developer, the City is looking to help fund the second SMART station by
incorporating a portion of the necessary costs for parking in the Traffic Development Impact
Fee. Station platform and rail improvements are not incorporated as it appears that SMART and
the developer have an agreement that addresses that need without the need for City assistance.
Willdan reviewed the extent to which costs associated with constructing a parking structure to
support SMART ridership could be included in the fee program. Willdan determined that there is
a nexus for including SMART parking in the fee and that, similar to other transit improvements
currently in the fee, 22.43% of the cost can be attributed to future development. SMART
published White Paper No. 11 in February 2008 outlining the projected park and ride needs for
the planned stations. A total of 350 spaces were identified for the Corona Road Station. The
estimated cost for a parking structure is based on a cost per space of $30,000. Assuming 350
spaces, the cost of providing parking would be $10,500,000, of which $2,355,134 could be
attributed to the Traffic Development Impact Fee. This would increase the cost per dwelling unit
equivalent by $185 or 1.4%.
Rainier Cost Assumptions
In April of 2012, the Public Works and Utilities Department (PW&U) prepared updated
calculations estimating developer contributions for the Rainier Avenue Cross -Town Connector
and Interchange project to be used to modify the Traffic Development Impact Fee. The original
calculations were prepared in 2008. The 2012 calculations were based on a 2009 estimate
created for the draft Project Study Report. The 2012 calculations separated the roadway into
segments and assumed percentages of developer dedication for right of way and construction
costs. The majority of the right of way for the cross-town connector portion of the project was
assumed to be 100% dedication.
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In April 2016, PW&U was asked to take a look at the calculation for developer contributions for
the Rainier project. The overall project costs, for both construction and right of way, were
unchanged from the 2009 estimate to maintain consistency with previous traffic impact fee
calculations and to avoid the significant time and cost to produce a new project estimate. PW&U
did, however, modify the assumed percentage of dedication, and updated the area of dedication
based on the preliminary design used for the Rainier Cross -Town Connector EIR. The design
developed the cut/fill lines (where the slope of the roadway embankment meets the original
ground elevation) for the roadway and therefore provided more accurate areas for the needed
right of way. This change only modified the relative percent of total cost and did not change the
assumed total project right of way cost.
The 2012 calculations assumed full interchange construction and that the area of the interchanges
was assumed to be fully funded by the Traffic Development Impact Fee. The 2016 calculations
make the same assumption, however a small portion of Rainier as a cross-town connector was
added that would be needed to connect any development west of the freeway to North McDowell
Boulevard. This area is shown in red on the attached 2016 map. Additionally, the area (blue
area in 2012 map) already dedicated through the Deer Creek Village project was removed from
the calculations.
More significant was the change from a 100% dedication to a 66.6% dedication of right of way
for the green and blue areas and from 100% to 50% in the yellow area as depicted on the 2016
map. It is assumed that the developer is responsible for construction of a standard two lane road
with sidewalk and bike lanes, which was estimated to be approximately two-thirds of the area
needed for the full development for Rainier Avenue. Willdan reviewed these assumptions and
determined that the nexus and proportionality (the percentage applicable to future development)
were appropriate.
The current traffic fee is based on a total cost of $114,983,500 for the Rainier Crosstown
Connector and Interchange project. Of that total, $84,064,004 is funded by the Traffic
Development Impact Fee. Based on the discussion above, an additional $5,661,093 is proposed
to be added to the fee program for a total of $89,725,097 to address the changed assumptions
regarding development's portion of right of way acquisition ($4,151,383) and construction costs
($1,509,710) for the crosstown connector. This would increase the cost per dwelling unit
equivalent by $443 or 3.4%.
Amount of Fee
Based on the above considerations, an updated Addendum to the Traffic Mitigation Fee Program
Update has been prepared. The result is an increase of $628 per dwelling unit equivalent or 4.8%
for each land use type. The Amount of Fee in Exhibit B of the attached resolution has been
updated as shown in the table below. Note, the fee amounts further reflect the two annual CPI
adjustments that were are not calculated in Table 3-12 of Exhibit A of the attached resolution.
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TRAFFIC DEVELOPMENT IMPACT FEE
Land Use Type
Fee Amount
Unit of Measurement
Single Family Residential
$14,284
Unit
Multiple Family Residential
$8,768
Unit
Accessory Dwelling
$3,960
Unit
Senior Housing
$3,818
Unit
Office
$18,867
1,000 square feet of building space
Hotel/Motel
$5,627
Room
Commercial/Shopping
$27,602
1,000 square feet of building space
Industrial/Warehouse
$11,172
1,000 square feet of building space
Education
$1,406
Student
Institution
$5,788
1,000 square feet of building space
Gas/Service Station
$46,205
Fuel Position
FINANCIAL IMPACTS
Financial impacts beyond the staff time required to prepare this report, consultant fees, and
providing public notice include additional revenue to the Traffic Development Impact Fee
program to help with funding SMART station parking and funds to assist in acquiring the
necessary right of way for the Rainier Avenue Crosstown Connector.
The changes addressed in the December 2015 traffic impact fee update resulted in a reduction in
the impact fee for all land use categories with the exception of the commercial/shopping
category. Combined with the fee increase associated with the additional improvements in this
update there remains a significant decrease across most categories with the exception of office
which has a slight increase in addition to the commercial/shopping category.
ATTACHMENTS
1. Resolution Replacing the Traffic Development Impact Fee
2. 2012 Rainier Assumptions
3. 2016 Rainier Assumptions
® Items listed below are large in volume and are not attached to this report, but may be viewed in the
City Clerk's office.
1. City of Petaluma Traffic Mitigation Fee Program Update (Fehr & Peers, August 2012)
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ATTACHMENT 1
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF PETALUMA
REPEALING AND REPLACING THE CURRENT TRAFFIC DEVELOPMENT
IMPACT FEE RESOLUTION FOR FUTURE DEVELOPMENT WITHIN THE
CITY OF PETALUMA, RESOLUTION NO. 2015-191 N.C.S., ADOPTED
DECEMBER 7, 2015, TO ADD FUNDING FOR FUTURE SMART STATION
PARKING AND RAINIER AVENUE CROSSTOWN CONNECTOR RIGHT OF
WAY ACQUISITION COSTS
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 #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. 2015491 N.C.S., adopted December 7, 2015; 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 City is developed as anticipated in the General Plan 2025;
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 costs of acquiring and improving
public facilities necessary to meet the demands of residents, employees, customers, and
businesses; and,
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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 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
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, 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-1: 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-G-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 facility 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 City's traffic development
impact fee to fund new development's share of those facility improvements; and,
WHEREAS, a study of the impacts 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," ("2012 Update"), a copy of which is on file in
the Office of the City Clerk, and is hereby incorporated by reference; and,
WHEREAS, an Addendum to the Report was prepared by the City of Petaluma,
dated June 2014, entitled "Traffic Mitigation Fee Program Update: Addendum 1" ("2014
Addendum"); and,
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WHEREAS, Willdan Financial Services conducted a Peer Review of Fehr &
Peers methodology used in preparing the 2012 Update and the 2014 Addendum prepared
by the City; and,
WHEREAS, based on the Peer Review a revised "Traffic Mitigation Fee
Program Update: Addendum 1" ("2015 Addendum") had been prepared to replace and
supersede the 2014 Addendum; and,
WHEREAS, a revised "Traffic Mitigation Fee Program Update: Addendum 1"
("2016 Addendum") has been prepared to replace and supersede the 2015 Addendum to
add costs for future SMART station parking and Rainier Avenue Crosstown Connector
Right of Way acquisition in addition to the changes outlined in the Peer Review; and,
WHEREAS, as used in this Resolution, "Report" refers to and encompasses both
the 2012 Update and the 2016 Addendum; and,
WHEREAS, the Report, the General Plan and the General Plan FIR list the street
extensions, interchange and intersection improvements, traffic signal upgrades, and
improvements to bicycle, pedestrian transit and other traffic facilities as defined in this
Resolution that are necessary to maintain the community's level of service and thereby
meet the transportation demands of new residents, businesses, employees, customers, and
other users 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 traffic Facilities required to serve such development, and the estimated
cost of the needed traffic 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 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
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Department of Finance pursuant to ABx1 26 as of the time of adoption of this Resolution;
and,
WHEREAS, the Report identifies the disputed funds as 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 binding obligations of the City as
successor agency to the former PCDC; and,
WHEREAS, on April 2, 2014 the City received approval from the California
Department of Finance of its Recognized Obligation Payment Schedule (ROPS) for the
period of July through December 2014, including $8,836,001 ("Bond Proceeds"),
representing the balance of the proceeds of bonds issued by the former PCDC on or
before December 31, 2010; and, for construction of the Old Redwood highway
Interchange.
WHEREAS, the Bond Proceeds have been applied to partly satisfy the City's
obligation to provide funding for the Old Redwood highway Interchange Project,
permitting a reduction of the $18.8 million dollar Redevelopment Supplement that would
otherwise be needed to cover the funds of the former PCDC on which the City relied to
fund the Old Redwood highway and Rainier projects, and as well permitting a
corresponding reduction in the Traffic Development Impact Fee, resulting in a reduction
of the Redevelopment Supplement and a commensurate reduction in the Traffic
Development Impact Fee from the original $18.8 million specified in the Report to a new
total of $9,972,739, which cost of the new, reduced Redevelopment Supplement is
included in the updated Traffic Development Impact Fee; and,
WHEREAS, the Report demonstrates the appropriateness of updating the Traffic
Development Impact 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; (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 (4)
other sources of funding, such as the Bond Proceeds, that may be applied to City
transportation improvement projects; and,
WHEREAS, The Traffic 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 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 Traffic Development Impact Fee is not subject to the
requirements of Article XIIIC of the California Constitution ("Proposition 218")
concerning taxes because taxes as defined in the article exclude charges imposed as a
condition of property development, and the Traffic Development Impact Fee is a charge
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 (also part of Proposition
218) concerning property related assessments and fees pursuant to Apartment Association
of Los Angeles County v. City of Los Angeles (2001) 24 Cal.01 830, 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 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 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 the Report, the testimony received at the noticed public
meeting at which this resolution was considered, the accompanying staff
report, the General Plan, the General Plan EIR, and all correspondence
received at or prior to the public meeting (the "Record"), by adoption of
this Resolution the City Council hereby approves the Report as previously
adopted by Resolution No. 2012-125 N.C.S. adopted August 27, 2012;
and the City Council further finds that the future 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. By adoption of this Resolution, the City Council also approves and adopts
the May 2016 Addendum replacing and superseding the December 2015
Addendum and making up part of the entire Report as defined in this
Resolution and which is hereby made a part of and incorporated herein by
this reference as Exhibit A.
C. 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)).
D. 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.
E. The Record establishes:
1. In accordance with Section 66000, subdivision a, paragraph 1 of
the Mitigation Fee Act, the purpose of the City Traffic
Development 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.
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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 Addendum I to the Report, include the following:
• Rainier Avenue Extension and interchange (locally preferred
alternative)
• Caulfield Lane Extension
• Old 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
• SMART Station Parking
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 to 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 development 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 generate new
residents and employees who live, work, and/or shop in Petaluma
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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 traffic signals.
• 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 that
there are no existing deficiencies in any of the Facilities to be
included in the City's Traffic Development 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 Fee program are allocable to new
development in accordance with the analysis in the report, either in
their entirety, or according 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 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. 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 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
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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 development will generate.
8. The Report is a detailed analysis of how traffic 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 .74% of the total Fee as shown in Table 3-11 and
Appendix C of the Report.
ADOPTION OF FEE
NOW, THEREFORE, BE 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/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
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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; 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 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.
e. "Facilities" shall include those municipal public facilities as are
described in the Report related to providing general traffic
circulation improvements necessary to accommodate future traffic
demand in Petaluma including improvements to streets,
interchanges and intersections, traffic signals, bicycle, pedestrian,
transit and other traffic facilities that are necessary to maintain the
community's level of service and thereby meet the transportation
demands of new residents, businesses, employees, customers, and
other users of local streets and transportation facilities through
build out under the General Plan. "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
14
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
fiom the Fee will be used only to pay new development's fair and
proportionate share of the alternative facilities.
f. "Fuel Position" shall mean the number of vehicles that can be
fueled simultaneously at a Gas/Service Station.
g. "Gas/Service Station" or "Fueling Station" shall mean a retail
business selling gasoline and/or other motor vehicle fuels, and
related products. A gas or fueling station may also include a
convenience store, vehicle services, and restaurant facilities as
ancillary uses.
h. "Hotel/Motel" shall mean transient occupancy Development as
defined in the Report.
i. "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 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.
j. "Institution" shall mean institutional Development as defined in
the Report.
k. "Mixed Development" shall mean a development that includes
more than one of the types of development defined in this Section
15
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.
1. "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.
in. "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.
n. "Redevelopment Supplement" shall mean $18.8 million of the
cost of the Old Redwood Highway/U.S. 101 Interchange and the
Rainier Avenue/U. S. 101 Interchange Projects to which funds of
the former PCDC were 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. On April 2,
2014 the City received approval from the California Department of
Finance of its Recognized Obligation Payment Schedule (ROPS)
for the period of July through December 2014, including bond
proceeds of the former PCDC in the amount of $8,836,001
16
representing the balance of former PCDC bond proceeds issued on
or before December 31, 2010. Allocation of such funds to the
City's obligation to fund construction costs of the Old Redwood
Highway Interchange results in a reduction of the Redevelopment
Supplement and makes possible a commensurate reduction in the
Traffic Development Impact Fee. Application of the former PCDC
bond proceeds results in a new Redevelopment Supplement
amount reduced from the original $18.8 million to a new total of
$9,972,739. The cost of the new, reduced Redevelopment
Supplement is included in the updated Traffic Development Impact
Fee.
o. "Senior Housing" shall mean senior housing Development as
defined in the Report.
p. "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.
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 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
17
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 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 B.
18
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
or per other applicable unit 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.
e. In accordance with Government Code section 66005.1, housing
developments with common ownership and financing where not
less than 50 percent of the floor space is for residential use and that
satisfy all of the following characteristics will be eligible for a
reduced Fee reflecting the lower rate of automobile trip generation
associated with such developments, unless the City adopts findings
after a public hearing establishing that a housing development
would not generate a lower rate of automobile trips than housing
development that does not satisfy the requirements of this
provision:
® The housing development is located within 1/2 mile of a
transit station as defined in Government Code section
19
65460.1, including planned transit stations whose
construction is programmed to be completed prior to
completion and occupancy of the housing development,
and there is direct access between the housing development
and the transit station along a barrier -free, walkable
pathway not exceeding 1/2 mile in length);
• Convenience retail uses, including a store that sells food,
are located within 1/2 mile of the housing development;
• The housing development provides no more than the
minimum number of parking spaces required by local
ordinance, or not more than one onsite parking space for
zero to two bedroom units, and two onsite parking spaces
for three or more bedroom units, whichever is less.
The reduced Fee, if any, applicable to housing developments that
meet the requirements of this provision as determined by the City
will be determined on a project -by -project basis. Any applicable
reduced Fee amounts must be supported by a development -specific
trip generation analysis acceptable to City staff that substantiates a
lower trip generation rate for a housing development that meets the
requirements of this provision as compared with housing
developments that do not meet the requirements of this provision.
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
20
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 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. 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.
21
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,
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 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
22
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 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.
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.
23
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 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.
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 1 st.
b. Refund Applications Based on Redevelopment Supplement. 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 courts finally recognize the
obligations of the City as successor to the former PCDC pursuant
to the above-described cooperative agreements such that 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
24
which is attributable to the Redevelopment Supplement, 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 fees paid attributable 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.
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.
In accordance with California Government Code section 66017,
subdivision (a), this Resolution and the updates to the Fee pursuant to this
Resolution (including, but not limited to, the updates to the Report), shall
become effective 60 days from the date this Resolution is adopted.
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.
Resolution No. 2015-191 N.C.S., adopted December 7, 2015 is hereby
25
repealed on the effective date of this Resolution pursuant to Section 15. In
addition, 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.
26
EXHIBIT A
City of Petaluma
Traffic Mitigation Fee
ADDENDUM 1
Prepared by City of Petaluma
May 2016
27
This addendum updates Table 3-3 and Tables 3-6 through 3-12 of the Traffic Mitigation Fee
Program Update prepared by Fehr & Peers (August 2012). The revised tables incorporate
updated cost figures associated with the Redevelopment Supplement of the fee program,
establishes a new land use category and fee for gas/service stations, update the methodology
from the 2012 fee study, and incorporate new improvement costs associated with parking for the
SMART stations and increase the amount of the fee to support right of way acquisition for the
Rainier Avenue Extension and Interchange project.
Table 3-3 provides the estimated cost of improvements provided by the City of Petaluma. The
updated table amends the cost estimates for the Rainier Avenue Extension and Interchange and
adds the new SMART station parking to the list of improvements.
Estimated Costs
Improvement Total Project Other Net City Cost
Cost Funding
Rainier Avenue Extension and Interchange — locally $114,983,5001 $25,258,4032 $89,725,097
preferred alternative (Alt 2)
Caulfield Lane Extension $63,082,240 $8,521,0463 $54,561,1944
Old Redwood Highway Interchange Improvements $43,115,000 $40,235,0105 $2,879,990
Caulfield Lane/Payran Street Intersection
$500,000 $ - $500,000
Improvements
Petaluma Boulevard/Magnolia Avenue — Payran
$500,000 $ - $500,000
Street Intersection
Construction of New Intersections Throughout the $2,250,0007 $ - $2,250,000
City'
Traffic Signal Upgrades Throughout the City' $1,885,000 $ - $1,885,000
Pedestrian/Bicycle Improvements Throughout the
$27,389,000 $ - $27,389,000
city,
Transit Improvements Throughout the City6 $2,500,000 $ - $2,500,000
Redevelopment Supplement$ $9,972,739 $ - $9,972,739
SMART Station (350 Parking Spaces)' $10,500,000 $ - $10,500,000
Total $276,677,479 $74,014,459 $202,663,020
Notes:
1. Covers modified diamond interchange configuration alternative (Alternative 2 of Rainier Avenue Project Study Report),
based on cost estimates of Jacobs 2009.
2. Funding includes $7.5M in former Petaluma Community Development Commission (PCDC) funds allocated by City
Council and $23AM in local roadway construction costs and dedicated ROW to be covered by development adjacent to
the project.
3. Cost of local roadway construction covered by development adjacent to the site. Other funding includes $2,012,726 fair
share contribution from Quarry Heights project.
4. Covers bridge only.
5. Funding includes $11.3M in former Petaluma Community Development Commission (PCDC) funds allocated by City
Council and $28.9M in a combination of Measure M, SLPP, developer contributions, and Assessment District 21 funds.
6. Includes bus stop improvements, real time transit information system, and signal priority system for transit.
7. Cost reflects six intersections to be constructed. Cost estimate based on 3 signalized intersections and 3 roundabouts.
8. Represents the $18.8M in former Petaluma Community Development Commission (PCDC) agreements currently disputed
28
by the CA Department of Finance (see notes 2 & 5 above). The City will collect this supplement pending resolution of the
status of these funds. If the PCDC agreements are recognized, as the City believes they must be, the TMF will be adjusted
to remove the Redevelopment Supplement. Adjusted to $9,972,739 to reflect 2014 Bond Proceeds of $8,836,001.
9. Parking needs identified in SMART White Paper No. 11 (February 2008)
Source: City of Petaluma, 2015.
Table 3-6 presents the growth projections used in the analysis. Compared to the projections used
in the 2012 analysis, 65 accessory dwelling units, and 16 gas/service station fuel positions have
been added to the growth scenario.
Total
Land Use Category Unit 2007 2012 2025 Growth
12012 to Growth
2025)
Single -Family Dwelling Dwelling 18,251 18,266 19,796 1,530 8%
Unit Unit
Multi -Family Dwelling Unit Dwelling 2,558 2,820 6,380 3,560 126%
Unit
Accessory Dwelling Unit Dwelling 65
Unit
Senior Housing DweUnit lling 1,554 1,612 1,731 119 7%
Office KSF 5,820 6,044 8,676 2,632 44%
Hotel/Motel Room 682 682 879 197 29%
Commercial/Shopping KSF 4,421 4,524 7,148 2,624 58%
Industrial/Warehouse KSF 5,504 5,027 5,449 422 8%
Education Student 18,036 18,036 23,087 5,051 28%
Institution KSF 1,432 1,432 1,432 - 0%
Gas/Service Station Fuel 142 142 158 16 11%
Position
Source: City of Petaluma, 2015.
W
Table 3-7 recalculates the dwelling unit equivalent (DUE) factors, using updated data from the
Institute of Traffic Engineers Trip Generation Handbook, 9th Edition, and SANDAG's Brief
Guide of Vehicular Traffic Generation Rates (July 2002). The "Percent New Trips" column need
only be multiplied by the peak hour trip rate in order to estimate vehicle trips per unit. Vehicle
trips per unit for each land use is then divided by the vehicle trips per single family dwelling unit
to determine the DUE factor for each land use.
Peak
Hour % New s DUE per
Land Use Category Unit Trip Trips2 VT per Unit Unit'
Rate'
Single -Family Dwelling Unit Dwelling 1.01 86%
Unit 0.87 1.00
Multi -Family Dwelling Unit' Dwelling 0.62 86%
Uni0.53 0.61
L
Accessory Dwelling Unit" Dwelling 0.28 86% 0.24 0.28
Unit
Senior Housing' Dwelling 0.27 86% 0.23 0.27
Unit
Office' KSF 1.49 77% 1.15 1.32
Hotel/Motel Room 0.59 58% 0.34 0.39
Commercial/Shopping' KSF 3.73 45% 1.68 1.93
Industrial/Warehouse' KSF 0.86 79% 0.68 0.78
Education10 Student 0.15 57% 0.09 0.10
Institution" KSF 0.55 64% 0.35 0.41
Gas/Service Station13 Fuel Position 13.38 21% 2.81 3.23
Notes:
1. ITE Trip Generation, 8th Edition, 2008. Rates based on PM peak hour of adjacent traffic.
2. SANDAG Brief Guide of Vehicular Traffic Generation Rates, July 2002.
3. VT (vehicle trip) per unit = peak hour trip rate * % new trips.
4. DUE per unit = VT per unit / VT per single-family dwelling unit
5. ITE Apartment rate used.
6. ITE Senior Adult Housing - Detached rate used.
7. ITE General Office Building (PM peak hour) rate used.
8. ITE Shopping Center rate used for all commercial uses.
9. ITE Industrial Park rate used for all industrial uses.
10. ITE Elementary school (PM peak hour generator) rates used for all educational uses.
11. ITE Church rate used for all general institutional uses.
12. Assuming one person on average lives in accessory unit, use ITE peak hour rate of 0.28 per person.
13. ITE Service Station w/Convenience Market used.
Source: Fehr & Peers, 2012. Willdan, 2015.
30
Table 3-8 recalculates the growth in DUE using the revised DUE factors from the preceding
table. The growth per dwelling unit, thousand square feet, hotel room, student or fuel position is
multiplied by the corresponding DUE factor from Table 3-7 to convert projected growth into
DUEs. Using the revised growth scenario and revised DUE factors results in a growth increment
of 12,772 DUEs, compared to the 9,096 calculated in the City's 2014 analysis. Total DUEs at
buildout have also increased. These adjustments result in new development representing a larger
share of total build out DUEs, compared to the 2014 analysis (22.43% v. 19.53%).
Land Use Category Unit Total I DUE per Growth Converted to DUEs
Growth Unit
Single -Family Dwelling
Unit
Dwelling Unit
1,530
1.00
1,530
Multi -Family Dwelling Unit
Dwelling Unit
3,560
0.61
2,185
Accessory Dwelling Unit
Dwelling Unit
65
0.28
18
Senior Housing
Dwelling Unit
119
0.27
32
Office
KSF
2,632
1.32
3,477
Hotel/Motel
Room
197
0.39
78
Commercial/Shopping
KSF
2,624
1.93
5,071
Industrial/Warehouse
KSF
422
0.78
330
Education
Student
5,051
0.10
03
Institution
KSF
-
0.41
0
Gas/Service Station
Fuel Position
16
3.23
52
Total New Development DUEs
12,772
Total Build Out DUES
56,941
Percentage of Total Build Out DUEs
22.43%
Notes:
1. Table 3-6: City of Petaluma Travel Demand Model Land Use Projections
2. Table 3-7: City of Petaluma DUE Conversion Factors
3. While a growth in student enrollment is projected, no new schools are anticipated to be constructed.
4. Total Build Out DUEs = DUE per unit * 2012 land use projections (Table 3-6) + total new development DUEs
5. Percentage of Total Build Out DUEs = Total New Development DUEs /Total Build Out DUES
Source: Fehr & Peers, 2012. Willdan, 2015.
31
Table 3-9 recalculates new development's share of the intersection projects included in the TIF.
Adjustments have been made to projects where the fair share is equal to the new development's
share of DUES at buildout. After the adjustments, a larger share of projects has been allocated to
new development compared to the 2012 analysis ($1,668,224 v. $1,646, 472).
Intersection
Net City Cost
Cross -Town
New Development
Potential Fee
44169.30
Existing Bicycle Miles per DUE
Reliever?2
Share
Contribution
Industrial @ Corona
$300,000
Yes
100%
$300,000
Rainier and Maria
$450,000
Yes
100%
$450,000
Caulfield and Ely
$450,000
Yes
100%
$450,000
Casa Grande / McDowell
$450,000
No
22.43%
$100,934
Lindberg/Lakeville
$300,000
Yes
100%
$300,000
South McDowell/Lakeville
$300,000
No
22.43%
$67,290
Total
$2,250,000
--
--
$1,668,224
Notes:
1. Based on Traffic Impact Mitigation Fee Program Update Memo from the City dated 5/1/12.
2. Based on discussions with the City. Out of the six intersections encompassing the $2.25M cost, only four relieved
crosstown traffic and were included 100% in the final fee contribution total.
3. See Table 3-8 City of Petaluma Growth in DUES for calculation detail.
Source: Fehr & Peers, 2012. Willdan, 2015.
Table 3-10 recalculates new development's share of pedestrian/bicycle projects. The "new miles
contribution" is equal to: minimum new miles for new DUE / new miles X new value. This
results in an allocation of $8,978,853 worth of pedestrian and bicycle improvements to new
development.
Existing Bicycle Miles'
74.6
Existing Value'
$48,980,000
Existing DUE
44169.30
Existing Bicycle Miles per DUE
0.0017
New DUES
12772
Minimum Miles for new DUE
21.6
New Miles'
65.80
New Value'
$27,389,000
New Miles Contribution
$8,978,853
% of Total Cost
33%
Notes
1. City of Petaluma, 2012
2. 2012 Land Use (per Table 3-6 Travel Demand Model) * DUE per unit (per
Table 3-7 DUE Conversion Factors)
3. See Table 3-8 Growth in DUE.
4. =Miles for new DUE/New Miles * New Value
Source: Fehr & Peers, 2012. Willdan 2015.
32
Table 3-11 recalculates new development's share of circulation improvement projects based on
the adjustments in the preceding tables. In total, $173.4 million in improvement costs are
allocated to 12,772 DUES of growth, resulting in a fee of $13,577 per DUE.
0 0 0 0 0 0 0 •
New Potential Fee
Improvement Net City Cost Development Contribution
Share
Rainier Avenue Extension and Interchange — locally
$89,725,097
100.00%
$89,725,097
preferred alternative
Caulfield Lane Extension
$54,561,194
100.00%
$54,561,194
Old Redwood Highway Interchange Improvements
$2,879,990
100.00%
$2,879,990
Caulfield Lane/Payran Street Intersection
$500,000
100.00%
$500,000
Improvements
Petaluma Boulevard/Magnolia Avenue — Payran
$500,000
100.00%
$500,000
Street Intersection
Construction of New Intersections Throughout the
$2,250,000
74.14%
$1,668,224
Cityl
Traffic Signal Upgrades Throughout the City'
$1,885,000
22.43%
$422,803
Pedestrian/Bicycle Improvements Throughout the
$27,389,000
32.78%
$8,978,853
City
Transit Improvements Throughout the City'
$2,500,000
22.43%
$560,746
Redevelopment Supplement
$9,972,739
100.00%
$9,972,739
SMART Station (350 Parking Spaces)'
$10,500,000
22.43%
$2,355,134
Administration Costs'
--
--
$1,278,262
Total
$202,663,020
--
$173,403,042
Projected Growth in DUES'
12,772
Fee Per DUE
$13,577
Prior Fee per DUES
$12,949
Notes:
1. See Table 3-9 Construction of New Intersections Fee Contributions for calculation detail.
2. See Table 3-8 City of Petaluma Growth in DUES for calculation detail.
3. See Table 3-10 Pedestrian/Bicycle Contribution Calculation for detail.
4. Provided by the City of Petaluma, 2012.
5. Based on Fee per DUE contained in 2015 Addendum 1.
Source: Fehr & Peers, 2012. Willdan, 2015. City of Petaluma, 2016.
33
Table 3-12 presents the revised traffic impact fees. The revised fee per DUE from Table 3-11 is
multiplied by the revised DUE factors from Table 3-7 to determine the fee per land use category.
Land Use Type
Unit
DUnip1er
Fee
DUper
E 2
Fee
Single -Family Dwelling Unit
Dwelling Unit
1.00
$13,577
$13,577
Multi -Family Dwelling Unit
Dwelling Unit
0.61
$8,334
Accessory Dwelling Unit
Dwelling Unit
0.28
$3,764
Senior Housing
Dwelling Unit
0.27
$3,629
Office
KSF
1.32
$17,933
Hotel/Motel
Room
0.39
$5,349
Commercial/Shopping
KSF
1.93
$26,236
Industrial/Warehouse
KSF
0.78
$10,619
Education
Student
0.10
$1,336
Institution
KSF
0.41
$5,502
Gas/Service Station
Fuel Position
3.23
$43,919
Notes:
1. Table 3-7 City of Petaluma DUE Conversion Factors
2. Table 3-11 City of Petaluma Circulation Improvements Fee Contributions
Source: Fehr & Peers, 2012. Willdan, 2015
34
EXHIBIT B
TRAFFIC DEVELOPMENT IMPACT FEE
Land Use Type
Fee Amount
Unit of Measurement
Single Family Residential
$14,284
Unit
Multiple Family Residential
$8,768
Unit
Accessory Dwelling
$3,960
Unit
Senior Housing
$3,818
Unit
Office
$18,867
1,000 square feet of building space
Hotel/Motel
$5,627
Room
Commercial/Shopping
$27,602
1,000 square feet of building space
Industrial/Warehouse
$11,172
1,000 square feet of building space
Education
$1,406
Student
Institution
$5,788
1,000 square feet of building space
Gas/Service Station
$46,205
Fuel Position
35
v