HomeMy WebLinkAboutStaff Report 1.A 08/25/2003t ,
City of Petaluma, Californiap
Memorandum
City Manager's Office, 11 English Street, Petaluma, CA 94952
(707) 778 -4345 Fax (707) 778 -4419 E- mail. citymkiaci.Uetaluma.ca.rus
DATE: August 19, 2003
TO: Mayor and Members of the City CounYI/
FROM: Michael A. Bierman, City Manager
SUBJECT: Development Impact Fees
Attached are two reports that have been provided by our consultant, Scott Thorpe, regarding the
Development Impact Fees. The first report is the Master Facilities Plan for the City. This report
provides a long -range program based on a compilation of projects identified by staff as being
needed for the City through theoretical General Plan build -out. This plan forms the basis for the
costing of the Development Impact Fees. The plan provides for three groups of projects, as
follows:
• Maintenance, repair and rehabilitation of the City's varied infrastructure, which includes
streets, public safety facilities and other public facilities.
• Addresses the need for projects that are needed to serve future development, which
includes widening of streets, additional parkland development and the construction of a
new fire station.
• Enhance the quality of life for all City residents and spur economic growth in the
community. These include the construction of a new community center or the
expansion of the existing library.
The second document provides the calculation and nexus report for the Development Impact
Fees. The calculation of the impact fees is a direct function of the nearly $450 million cost of
capital projects identified in the Master Facilities Plan. In addition to the reassessment of
existing fees, several new fees are proposed. A comparison of the existing fees and the proposed
new fees for a single- family residence are shown in the following table.
Name of New Fee
Old Fee Designation
New
Old
Change
Law Enforcement Facilities
New Fee $
282 $
-
Fire Protection Facilities
New Fee
332
-
Bridges, Signals & Thoroughfares
Traffic Mitigation
5,166
3,007
71.80%
Geneal Government Facilties
Community Facilities
517
Library Expansion Facilities
Community Facilities
242
Public Meeting Facilities
Community Facilities
622
Sub -Total
1,381
951
45.22%
Aquatic Center Facilities
Park Develoment
147
Parkland and Open Space Acquisition
Park Develoment
6,774
Sub -Total
6,921
4,214
64.24%
Moderate Hosuing Impact Fee
Housing In -Lieu
6,700
2,400
179.17%
Total Impact Fees
$
20,782 $
10,572
96.58%
NMAJ
The fees for other types of development are shown on Schedule 2.1, page 26 of the document
entitled "Development Impact Fee Calculation and Nexus Report". I have also attached a copy
of the City's current impact fee schedule.
This study did not include impact fees for Water Connections, Sewer Connections or Storm
Drainage Impact. These fees were updated in the recent Rate Study that the Department of
Water Resources completed.
SPECIAL ®EVELCE)MENT Z=EES
CITE' ®F F)ETALUMAO CA
.4
Y85$
JULY 19 2CC3
CITY ®1= PETALUMA
C ®MMUNITY DEVEL ®PMENT DEPARTMENT
11 ENGLISH STREET
PETALUMA, CA 94952
Telephone 707/778 --4301 / Fax 707/778 - "98
E -Mail cdd @cl.petaluma.ca.us
Web Dante http: / /www.cf.petal"ma.ca.us
SPECIAL DEVELOPMENT FEES
This booklet is a collection of general descriptions of special development fees imposed
on new construction in the City of Petaluma. It is intended to serve as a general guideline
describing when a fee applies, how it is calculated, and when it is collected. Each
description also includes a reference to applicable ordinances, resolutions, and Municipal
Code sections where more detailed information can be obtained. This does not include
the many general development fees collected as part of the building and planning permit
process (i.e., subdivision application, building permits).
Included are descriptions of the following fees;
Sewer Connection
Water Connection
Community Facilities Development
Storm Drainage Impact
Dwelling Construction
Park and Recreation Land Improvements
School Facilities
Traffic Mitigation Fee
In -Lieu for Provision of Low Income Housing
Applicants should be aware that all fees are subject to change by Council action. Current
fees should be confirmed.
For further information, contact the Planning Department, 11 English Street, Petaluma,
California 94952; phone (707) 778 -4301.
SEWER CONNECTION FEES
APPLICABILITY
Any connection to the public sewer is required to pay a sewer connection fee.
CALCULATION OF FEE
Sewer connection fees are established by resolution of the City Council. Fees are based
upon the classification of user: residential; non - residential, excluding industrial; and
industrial. Residential users pay $3,211.00 per unit (Accessory Dwelling $1,260.00).
Non - residential (excluding industrial) users pay a fee based upon daily flow of
wastewater discharged, $3,211.00 minimum. Industrial users fee is determined by
individual application.
TIME OF PAYMENT
Sewer connection fees are calculated at building permit issuance. Fees for Non -
Residential building permits are paid at building permit issuance. Fees for
Residential building permits are paid before a final inspection is scheduled.
Municipal Code 15.44 - 15.77
Ordinance #1543
Resolution #87 -114
Resolution #99 -224
July 8, 2003
WATER CONNECTION FEES
APPLICABILITY
Any new connection into the City water system must pay a connection fee. Service
charges are applied when the City taps the main for the connection and installs the service
and the meter box. A $325.00 credit may be applied when water mains and services are
constructed and financed by the developer (15.08.040).
CALCULATION OF FEE
Water connection fees are established by resolution of the City Council. Charges are
based upon the size of meter and the pressure zone from which service originates. An
average single - family home in a subdivision which installs water mains and services will
pay between $965 and $3,475. For further information contact the Water Department at
707/778 -4392.
TIME OF PAYMENT
Water connection fees are calculated at time of building permit issuance. Fees for non-
residential and residential building permits are paid before a final inspection is
scheduled.
Municipal Code 15.08
Ordinance #1252
Resolution #9214 and #88 -93 and #91 -18
February 4, 2002
COMMUNITY FACILITIES DEVELOPMENT FEES
PURPOSE
The purpose of the Community Facilities Development Fee is to collect money for the
construction of major public improvements by causing the cost of construction to be
borne by those developments generating the need for the improvements.
APPLICABILITY
Construction of a new structure or addition to a non - residential structure, addition of one
or more residential dwelling units on a developed parcel, except an accessory dwelling as
defined by the Zoning Ordinance, or division of land.
CALCULATION OF FEE
Residential developments are charged $1,902.00 per dwelling unit. The fee for non-
residential development is $26,648.00 acre for new development, $1.93 per square foot
for building additions.
Effective (January, 1992), through an administrative policy, there is a 50% reduction in
this fee for any project subject to Traffic Impact Fees.
TIME OF PAYMENT
Fees are calculated at time of building permit issuance. Fees for non - residential permits
are paid at building permit issuance. Fees for residential permits are paid before a
final inspection is scheduled.
Municipal Code 17.14
Ordinance #1311, #1383, #1449, #1469, #1680
April 3, 2002
STORM DRAINAGE IMPACT FEES
PURPOSE
In September 1982, the Petaluma City Council established Storm Drainage Impact Fees
as a means of mitigating storm drainage impacts occurring as a result of development.
The criteria established provides for either the payment of fees or the construction of on-
or off -site detention areas, based upon the type of project. Fees collected are used by the
City for the acquisition, expansion, and development of storm drainage improvements.
APPLICABILITY
This ordinance applies to all commercial, industrial, and residential projects.
OPTIONS FOR COMPLIANCE
Residential projects which create an increase in normal runoff exceeding two -acre feet
may, as determined by the City Engineer, either provide on- or off -site detention equal to
the calculated increase, or pay fees.
Residential projects which create an increase in normal runoff of two -acre feet or less are
required to pay fees.
Commercial and industrial projects have the option of either paying fees or providing on-
or off -site detention areas equal to the calculated increase in runoff.
CALCULATION OF THE FEE
Runoff Computation: The increase in runoff created by a given project is calculated for a
100 -year storm, utilizing runoff coefficients based upon the proportion of vegetated area
to impervious surfaces, and expressed in acre -feet. Runoff coefficients are based upon
the type of use, slope of the land, and percent of vegetation coverage.
Commercial /Industrial: Projects pay a fee of $30,000 per acre foot of additional runoff.
The amount of incremental runoff created is directly linked to the amount of landscaping
provided. The maximum fee possible is $9,000 per acre of land. This would apply to a
project with 20% or less landscaping. A project with 25% landscaping can expect a fee
of $6,750 per acre, 30% would pay $6,300 per acre, and so on.
Residential: Projects pay a fee of $15,000 per acre foot of additional runoff. Incremental
runoff is dependent upon the density of a project and the amount of landscaping and open
space provided. A high density project with 20% or less area in landscaping could expect
to pay $4,500 per acre. A typical detached single - family subdivision would pay
approximately $1,500 per acre.
TIME OF PAYMENT
Flood Mitigation fees for Commercial /Industrial are calculated at time of issuance of
building permit on a per -lot basis, and are paid before a building permit is issued.
Flood Mitigation fees for residential projects are calculated at Final Map. The fee is then
equally dispersed over the number of units included in the Map. Payment of each unit's
share is paid before a final inspection is scheduled.
Municipal Code 17.30
Ordinance #1530, #1547
Resolution #9564, #9565, #9751
February 4, 2002
DWELLING CONSTRUCTION FEE
PURPOSE
Often referred to as the "bedroom tax ", this fee provides funds for expansion of park and
recreational facilities.
APPLICABILITY
Every dwelling unit constructed in the city, except where a subdivision of real property is
involved (see Park and Recreation Land Improvements Fee), is required to pay a dwelling
construction fee. Projects which exceed four units on a single parcel of land are subject
to Park and Recreation Land Improvement Fees instead.
AMOUNT OF FEE
For projects of four units or less on a single parcel of land, the amount of fee is based
upon the number of bedrooms in the dwelling unit. A studio or one bedroom unit pays
$120.00. An additional $60.00 is collected for each additional bedroom, up to a
maximum of $240.00.
The fee for projects consisting of five or more units will be calculated in the same manner
as the Park and Recreation Land Improvement Fee (page 8). Mobile home project fees
are calculated in the same manner, assuming 1.80 persons per dwelling unit.
TIME OF PAYMENT
Dwelling construction fees are calculated at time of building permit issuance. Fees are
paid before a final inspection is scheduled, or prior to the issuance of a grading or
public improvement permit for a mobile home park.
Municipal Code 17.12
Ordinance #932, #1074, #1383
Revised February 4, 2002
PARK AND RECREATION LAND IMPROVEMENTS FEE
Ia01 a M-1
The purpose of the Park and Recreation Land Improvements Fee is to provide funds for
the acquisition, development, and improvement of neighborhood and community park
and recreation facilities.
APPLICABILITY
Any residential project which involves the subdivision of land and any project which
exceeds four dwelling units on a single parcel of land.
CALCULATION OF FEE
The amount of fee is based upon the density of the project, and on the fair market value of
parkland and the cost of improvements as established annually by City Council
Resolution. The following table is used for calculating park land acres per dwelling unit:
Dwelling Units
per Gross Acre
Up to 6.5
6.6 to 10.5
10.6 to 25.5
Persons Per
Dwelling Unit
3.18
1.90
1.80
Park Land Acres
per Dwelling Unit
.0159
.0095
.0090
The current cost of land and improvements is set at $249,928 per acre.
A typical single - family project with a density of up to 6.5 units per acre will pay $3,974
per unit. Projects with a density of 6.6 to 10.5 units per acre pay $2,374 per unit, and
those with density of 10.6 to 25.5 units per acre will pay $2,249 per unit. Projects which
exceed four units on a single parcel of land use 1.8 persons per unit as a basis for
calculating fees.
OPTIONS FOR COMPLIANCE
This ordinance also provides for crediting projects that dedicate and improve designated
public park sites.
TIME OF PAYMENT
Park and recreation land improvement fees are computed for the total project at the time
final or parcel map is approved. Fees are paid before a final inspection is scheduled.
Municipal Code 20.34
Ordinance #1352
Resolution #96 -115 N.C.S.
Revised May 5, 1997, Effective June 5, 1997
Revised August, 1998, Effective Sept. 3, 1998
Revised February 4, 2002
SCHOOL FACILITIES FEES
PURPOSE
The purpose of the "School Facilities Fee/Dedication Ordinance" is to provide a method
for providing sites and /or financing interim school facilities necessitated by new
residential developments causing conditions of overcrowding.
APPLICABILITY
A school facilities fee must be paid for every residential dwelling unit or addition or non-
residential development built within the City.
CALCULATION OF FEE
The following is a list of districts collecting school facilities fees:
District
Cinnabar
Old Adobe
Petaluma
Waugh
Petaluma Joint Union High School
Time of Payment
Contact Phone
Joyce Bell
765 -4345
Jan Patrick
765 -4321
Donna Brians
778 -4621
Chris Fall
762 -4905
Donna Brians
778 -4621
School facilities fee is paid prior to issuance of a building permit.
All fees are paid directly to the Elementary School District Office of the District
in which the project is located. A signed Certificate of Compliance is required
from each applicable district. A Certificate of Compliance form is available at the
City Building Department.
Municipal Code 17.28
Ordinance #1377, 1512
Resolutions #84 -165, 85 -183, 85- 184 -87 -7, 87 -25
Revised October 2, 1991
IN -LIEU CONTRIBUTIONS FOR PROVISION OF
VERY LOW, LOW AND MODERATE INCOME HOUSING
PURPOSE
An in -lieu contribution to the Housing Fund is an option for developers to comply with
Program 11 (iii) of the 1990 -2000 Housing Element of the Petaluma General Plan which
states:
"Developers of planned residential developments of five or more units shall
provide 10 -15% of their units as affordable in one of the following ways:.. .
(iii) An in -lieu contribution, related to the cost of providing affordable housing,
shall be offered to the City."
The City will use the funds collected in a comprehensive program to assist in the
provision of low and very low income housing opportunities in Petaluma.
APPLICABILITY
This policy applies to residential developments with five units or more.
CALCULATION OF CONTRIBUTIONS
Contributions are calculated based upon a schedule adopted by the City Council
(Resolution 84 -199), based upon the actual sales price of lot and home, or in the case of
custom home lots, the estimated value of lot and home.
OPTIONS FOR COMPLIANCE
An in -lieu contribution is one of several options available for meeting the requirements
for affordable housing. Other options include but are not limited to provision of 10 -15%
of the units for rental or sale at prices affordable to very low, low and moderate income
households, or dedication of land to the City to be used as a site for affordable housing.
TIME OF PAYMENT
In -lieu contributions are collected on behalf of the City of Petaluma at the time the
escrow is closed on the sale of each lot or residential unit. A recorded agreement
establishes terms of payment.
Revised June 21, 1995
10
IN -LIEU HOUSING CONTRIBUTION CHART
Sales Price Lot and House
Contribution
Under $75,000
0
$ 75,000 - $ 79,999
$ 150 per unit
$ 80,000 - $ 84,999
$ 240 per unit
$ 85,000 - $ 89,999
$ 425 per unit
$ 90,000 - $ 94,999
$ 900 per unit
$ 95,000 - $ 99,999
$1,425 per unit
$100,000 - $104,999
$2,000 per unit
$105,000 - $109,999
$2,100 per unit
$110,000 - $114,999
$2,200 per unit
$115,000 - $119,999
$2,300 per unit
$120,000 - over
$2,400 per unit
11
TRAFFIC MITIGATION FEE
PURPOSE: The purpose of the Traffic Mitigation Fee is to provide funds for the
construction and implementation of improvements to key elements of the City -wide
transportation system sufficient to accommodate the traffic volumes generated by new
development.
APPLICABILITY: All development within the City for which building permits or
other entitlements for development are issued. Please see Municipal Code Chapter 11.80
(Ordinance 1837 N.C.S.) for further details.
CALCULATION OF FEE: The amount of fee is based on the following schedule:
TYPE OF LAND USE
LAND USE
Residential:
Single- family or Duplex
Multi - family (3+ units)
Manufactured Horne
Senior Housing
Accessory Dwelling
Non - Residential:
Commercial:
Motel or Hotel
Other retail uses
Offices:
All office uses
Industrial:
All Industrial Users (1)
Mini - storage
(1) Includes Manufacturing and Warehouse type uses.
TRAFFIC FEE FOR
$3,007 per unit
$1,885 per unit
$1,672 per unit
$1,197 per unit
$1,885 per unit
$ 858 per room
$2,485 per 1,000 square feet
$2,619 per 1,000 square feet
$ 996 per 1,000 square feet
$ 39 per 1,000 square feet
OPTIONS FOR COMPLIANCE: This ordinance also provides for crediting projects
that construct traffic improvements which would otherwise need to be developed with
this fee.
TIME OF PAYMENT: The traffic impact fee is calculated at time of building permit
issuance. Fees for Non - Residential building permits are paid at building permit
issuance. Fees for Residential building permits are paid before a final inspection is
scheduled.
Municipal Code 11.80
Ordinance #1837 N.C.S.
February 4, 2002
12
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