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AGENDA
TEMECULA CITY COUNCIL
A SPECIAL MEETING
CITY COUNCIL CHAMBERS
43200 BUSINESS PARK DRIVE
MAY 8, 1997- 7:00 PM
At approximately 9:45 PM, the City Council will determine which of the remaining
agenda items can be considered and acted upon prior to 10:00 PM and may
continue all other items on which additional time is required until a future meeting.
All meetings are scheduled to end at 10:00 PM.
CALL TO ORDER:
Flag Salute:
ROLL CALL:
Mayor Patricia H. Birdsall presiding
Councilmember Linderoans
Ford, Linderoans, Roberts, Stone, Birdsall
Next in Order:
Ordinance: No. 97-08
Resolution: No, 97-41
PUBLIC COMMENTS
A total of 30 minutes is provided so members of the public can address the Council on
items that appear within the Consent Calendar or ones that are not listed on the agenda.
Speakers are limited to two {2) minutes each. If you desire to speak to the Council on an
item which is listed on the Consent Calendar or a matter not listed on the agenda, a pink
"Request to Speak" form should be filled out and filed with the City Clerk.
When you are called to speak, please come forward and state your name for the record.
For all Public Hearing or Council Business matters on the agenda, a "Request to Speak"
form must be filed with the City Clerk before the Council gets to that item. There is a five
(5) minute time limit for individual speakers.
R:~Agenda\050897 1
CITY COUNCIL REPORTS
Reports by the members of the City Council on matters not on the agenda will be made at
this time. A total, not to exceed, ten (10) minutes will be devoted to these reports.
PUBLIC HEARINGS
Any person may submit written comments to the City Council before a public
hearing or may appear and be heard in support of or in opposition to the approval of
the project(s) at the time of hearing. If you challenge any of the projects in court,
you may be limited to raising only those issues you or someone else raised at the
public hearing or in written correspondences delivered to the City Clerk at, or prior
to, the public hearing.
Develol~ment Impact Fees
RECOMMENDATION:
1.1
Review the options provided for the adoption of Development Impact Fees to be
effective in the City of Temecula, and select the appropriate option for which a
resolution will be presented.
1.2 Read by title only and introduce an ordinance entitled:
ORDINANCE NO. 97-
AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF TEMECULA AMENDING
TITLE 15 OF THE TEMECULA MUNICIPAL CODE BY ADDING A NEW CHAPTER
ENTITLED 'PUBLIC FACILITIES DEVELOPMENT IMPACT FEE"
1.3 Adopt a resolution entitled:
RESOLUTION NO. 97-
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF TEMECULA
ESTABLISHING THE CITY OF TEMECULA'S PUBLIC FACILITY DEVELOPMENT
IMPACT FEES TO BE ADMINISTERED IN ACCORDANCE WITH ORDINANCE NO.
97- , AND ESTABLISHING THE CRITERIA AND FACTORS TO BE CONSIDERED
IN NEGOTIATING FEE REDUCTIONS THROUGH DEVELOPMENT AGREEMENTS
CITY MANAGER'S REPORT
CITY ATTORNEY'S REPORT
ADJOURNMFNT
Next regular meeting: May 13, 1997, City Council Chambers, 43200 Business Park Drive,
Temecula, California.
R:~Agenda\050897 : 2
ITEM NO. I
CITY OF TEMECULA
AGENDA REPORT
APPROVAT,
CITY ATTORNEY
DIR. OF FINANCE
CITY MANAGER
TO:
FROM:
DATE:
SUBJECT:
PREPARED BY:
City Council
City Manager
May 8, 1997
Development Impact Fees
Allie Kuhns, Senior Management Analyst
RECOMMENDATION:
That the City Council:
Review the options provided for the adoption of Development Impact Fees to be
effective in the City of Temecula, and select the appropriate option for which a
resolution will be presented.
2. Read by title only and introduce an ordinance entitled:
ORDINANCE NO. 97-
AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF
TEMECULA AMENDING TITLE 15 OF THE TEMECULA MUNICIPAL
CODE BY ADDING A NEW CHAPTER ENTITLED "PUBLIC
FACILITIES DEVELOPMENT IMPACT FEE"
3. Adopt the following resolution pertaining to the DIF Ordinance:
RESOLUTION NO. 97-
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
TEMECULA ESTABLISHING THE CITY OF TEMECULA'S PUBLIC
FACILITY DEVELOPMENT IMPACT FEES TO BE ADMINISTERED IN
ACCORDANCE WITH ORDINANCE NO. 97-__, AND
ESTABLISHING THE CRITERIA AND FACTORS TO BE
CONSIDERED IN NEGOTIATING FEE REDUCTIONS THROUGH
DEVELOPMENT AGREEMENTS
DISCUSSION: The purpose of this workshop is to continue the City Council's discussions
concerning development impact fees (DIF), and to provide the development community with
an opportunity to discuss DIF with the Council in a less formal forum than a regular Council
Meeting.
For the past year, Staff has been meeting with representatives from the development
community to work towards the adoption of development impact fees (DIF) for the City of
Temecula. These meetings culminated in a DIF workshop which was held on March 13, 1997,
at which time proposed fees were presented to the development community. By the conclusion
of this workshop, Staff and representatives from the development community had reached
mutual ground concerning the DIF methodology, and Staff prepared to take the proposed fees
to the public hearing stage.
On April 8, 1997, a Public Hearing was conducted during the regular Council meeting to record
public testimony concerning DIF. Attached is a summary of the issues raised during the
Hearing, and Staff's responses to the issues.
FISCAL IMPACT: According to the Development Impact Fee Study conducted by David M.
Griffith & Associates, $210 million will be required to construct the City's capital improvements
necessitated by new development. Any fees adopted at less than 100% of the DMG maximum
calculated fees will result in the need to identify other funding sources for these improvements.
Attachments:
1. Ordinance No. 97-
2. Resolution No. 97-
3. Issues Raised by Developers during the Public Hearing Held on April 8, 1997
ORDINANCE NO. 97-
AN ORDINANCE OF THE CITY OF TEMECULA
AM'ENDING TITL~ 1~ OF THE TEMECULA MUNICIPAL
CODE BY ADDING A NEW CHAPTER ENTITLED "PUBLIC
FACIIJTIES DEVlZJOPMlZ~NT IMPACT FEE"
TIlE CITY COUNCIL OF ~ CITY OF TEMECULA DOES ORDAIN AS
FOLLOWS:
~qection l. Title 15 (Buildings and Consu'uction) of the Temecula Municipal Code
is hereby mended by adding thereto a new Chapter 1:5.06 to read as follows:
"ChRpter 15.06
Public Facilities Development Inlpact Fee
15.06.010 Findings and Intent.
A. The City Council finds that Temecula is a rapidly growing City. The City's
population has the potential to grow from a current population of about 40,000 to over 200,000
at build out. This increase in population is reasonably expected to create a substantial increase
in the demand placed upon public facilities. The City's existing public facilities will soon become
inadequate to handle the projected population growth at existing levels of service. In order to
serve the projected population growth, public facilities must be expanded.
B. It is the intent of the City to require every person who develops land to mitigate
the impacts of that development on the City's public facilities. The City will therefore require
developers to pay a public facilities development impact fee that will be used to meet the demand
for public facilities caused by development. The public facilities will be constructed in accordance
with a capital improvement plan adopted by resolution of the City Council.
C. The amount of the public facilities dev~opment impact fees collected pursuant
to this Chapter shall be limited to the cost of public facilities attributable to new development.
The amount of the public facilities development impact fees collected shall not include the cost
of public facilities that serve existing development.
15.06.020 Residential Public Facilities Development Irrlpact Fee Required.
A. Except as provided in Sections 15.06.040 and 15.06.050, a developer shall pay
a public facilities development impact fee for each building which is part of a residential
development, in an amount established by resolution of the City Council, upon final inspection
for that building, or the date the certificate of occupancy is issued for that building, whichever
occurs first; provided, howevex, that if a residential development contains more than one dwelling,
the Director of Community Development may dettmnine whether the fees or charges shall be paid
on a pro rata basis for each dwelling when it receives its final inspection or certificate of
occupancy, whichever eccurs first; on a pro rata basis when a certain percentage of the dwellings
have received their final inspection or certificate of occupancy, whichever occurs first; or on a
lump-sum basis when the first dwelling in the development receives its final inspection or
certificate of occupancy, whichever occurs first. If the required fee is not fully paid prior to
issuance of a building permit for construction of any portion of the residential development
encumbered thereby, the Director of Community Development may require the property owner,
or lessee if the lessee's interest appears of record, as a condition of issuance of the building
permit, to execute a contract to pay the fee or charge, or applicable portion thereof, within the
time specified above. The contract shall be recorded with the Riverside County Recorder and
shall constitute a lien for the payment of the fee.
B. For purposes of this Section, "final inspection" or "certificate of occupancy,
shall be defined as that term is defined in Government Code Section 66007, as amended.
15.06.030 Non-Residential Public Facilities Development Impact Fee Requirefl.
A. Except as provided in Sections 15.06.040 and 15.06.050, a developer shall pay
a public facilities development impact fee for each building in a non-residential development, in
an amount established by resolution of the City Council, prior to issuance of a building permit for
that building.
B. Notwithstanding paragraph A of this Section, a building permit may be issued
to a developer prior to payment of a pubfie facilities development fee, if the developer qualifies
as a any nonprofit organization that is exempted from taxes by Section 501(c)(3) of the Internal
Revenue Code of 1986. If, pursuant to this paragraph, the required fee is not fully paid prior to
issuance of a building permit for construction of any portion of the non-residential development
encumbered thereby, the Director of Community Development may require the property owner,
or lessee if the lessee's interest appears of record, as a condition of issuance of the building
permit, to execute a contract to pay the fee or charge, or applicable portion thereof, upon transfer
of the non-residential development, or the applicable portion thereof, to a purchaser that does not
qualify as a nonprofit organization that is exempted from taxes by Section 501(c)0) of the Internal
Revenue Code of 1986. The contract shall be recorded with the Riverside County Recorder and
shall constitute a lien for the payment of the fee.
69 2
15.06.040 Developer C. onstruction of Public Facilities Puts,ant to Capital
Improvement Plan.
A. A developer shall be entitled to a reduction in the mount of the public facilities
development impact fee required by Sections 15.06.020 and 15.06.030, if the developer constructs
public facilities pursuant to the City's Capital Improvement Plan. The public facilities
development impact fee shall be reduced by the amount of engineering and construction costs that
would be reasonably incurred by the City in building those same public facilities. The amount
of the reduction in the public facilities development impact fee shall be subject to approval by the
Director of Community Development prior to construction of the development.
B. If a developer constructs public facilities pursuant to the City's Capital
Improvement Plan, and if the City's engineering and construction costs to construct those same
public facilities would have been more than the public facilities development impact fee assessed
to that developer pursuant to Sections 15.06.020 and 15.06.030, then nothing in this Section shall
prevent the City from entering into a reimbursement agreement with that developer, subject to the
availability of funds.
15.06.050 Fee Reduction.
A. Application for Fee Reduction
1. Any developer whose development is subject to the public facilities
development impact fee required by this Chapter may apply to the Director of Community
Development for a reduction in that fee based upon the demonstrable absence of a reasonable
relationship between the impact of that development on the City's public facilities and either the
amount of public facilities development impact fee charged, or the type of public facilities
improvements to be constructed and purchased. The application shall be made in writing and fried
with the Director of Community Development no later than ninety days after approval of the
development. If no application for discretionary review is required for the development, then the
application shall be made in writing and fried within ninety days after the City issues a building
permit for the development. The application shall state in detail the factual basis for the request
for reduction. Failure to file a timely application for reduction deprives the Director of
jurisdiction to consider the application. The Director shall make a decision on the application for
reduction within thirty calendar days after the application has been filed. Notice of the Director's
decision shall be mailed to the applicant, postage paid.
2. Any developer whose development is subject to the public facilities
development impact fee required by this Chapter, including a developer who, in connection with
the development, has constructed or financed regional or regionally significant public facilities
substantially similar to those facilities that are listed or otherwise identified in the City's Capital
Improvement Plan, either through participation in a special district (e.g., a community facilities
district or a special assessment district) or as a result of conditions of approval for the
development, may apply to the Director of Community Development for a reduction in that fee.
The application shall be made in writing and filed with the Director of Community Development
no latex than ninety days after the effective date of this Section, or ninety days after the City issues
a building permit for the development, whichever is later. The application shall state in detail the
factual basis for the request for reduction. The City shall consider entering into an agreement,
or modifying an existing agreement, with any developer applying for a reduction pursuant to this
paragraph.
B. Appeal from Director's Decision
1. Any decision of the Director of Community Development under Section
15.060.050. A may be appealed to the Planning Commission by filing an application for appeal
with the Director of Community Development. The application must be fried within fifteen
calendar days after notice of the Director's decision has been mailed to the applicant; provided,
however, that if the fifteen days expire on a day when Temecula City Hall is not open for
business, then the appeal period shall be extended to the next business day.
2. Failure to file a timely appeal application deprives the Planning
Commission of jurisdiction to hear the appeal.
3. The Planning Commission shall consider the appeal at a public hearing
to be held within forty-five calendar days after the appeal application is filed.
C. Appo. al from Commission's Decision
1. The decision of the Planning Commission pursuant to Section
15.06.050.B may be appealed to the City Council by filing an application for appeal with the City
Clerk. The application must be filed within fifteen calendar days after the Commission has made
a final decision on the appeal; provided, however, that if the fifteen days expire on a day when
Temecula City Hall is not open for business, then the appeal period shall be extended to the next
business day.
2. Failure to file a timely appeal application deprives the City Council of
jurisdiction to hear the appeal.
3. The City Council shall consider the appeal at a public hearing to be held
within forty-five calendar days after the appeal application is filed. The decision of the City
Council shall be final.
D. lnvalidafion of Fee Reduction
If a reduction is granted pursuant to this Section, any subsequent change in the
design of the subject development which may impact its potential use, or any increase in the
square footage of the development, shall invalidate the reduction.
69 4
E. Proeessiqg of Protest.~
The procedure set forth in this Section shall implement Government Code Section
66020, or its succeisor, and shall serve as the City's method for processing protests filed pursuant
to that section. Prior to the effective date of the approval of the development, or, if no
discretionary approval is required, prior to the issuance of a building permit, a developer that is
subject to this Chapter shall sign a statement acknowledging the imposition of a public facilities
development impact fee upon that developer's development. Such acknowledgment shall not be
deemed a waiver of the developer's right to protest the imposition and to request a fee adjustment
pursuant to this Section.
15.06.060 !lse of Funds.
All public facilities development impact fees paid and collected pursuant to this
Chapter shall be placed in one or more funds and used solely for the purpose of constructing,
expanding, or rehabilitating the public facilities specified in the resolution estabhshing the fee and
described in the City's Capital Improvement Plan.
15.06.070 Calculation of Fees.
A developer subject to the public facilities development impact fee required by
Sections 15.06.020 and 15.06.030 shall pay the amount of the fee in effect at the time that the fee
becomes due. Furthermore, any fee imposed on a development which is protected by vested
rights acquired through a vesting tentative subdivision map shall pay the amount of the fee in
effect at the time the rights became vested plus any adjustment for inflation made between that
date and the date the fee becomes due."
fleetion ~. Developments for which a development entitlement application was
deemed complete prior to the introduction of this Ordinance shall be exempt from the
requirements of this Ordinance; provided, however, that this exemption shall not override any
condition of approval for a project which specifically requires payment of fees for the purposes
of mitigating impacts on public facilities.
,qeefion 3. Ordinance 659 of the County of Riverside establishing a Development
Mitigation Fee for residential development as adopted by reference by the City of Temecula shall
not apply to any development subject to the public facilities development impact fee required by
this Ordinance.
fleetion 4. If any section, subsection, sentence, clause, phrase or portion of this
Ordinance is for any reason held to be invalid or unconstitutional by a decision of a court of
competent jurisdiction, such decision shall not effect the validity of the remaining portions of the
Ordinance. The City Council hereby declares that it would have adopted this Ordinance, and each
section, subsection, sentence, clause, phrase, or portion thereof, irrespective of the fact that any
5
one of more sections, subsections, sentences, clauses, phrases or portions be declared invalid or
unconstitutional.
Neetion 5. The City Clerk shall certify to the passage and adoption of this
ordinance and shall cause same to be published as required by law.
PASSED, APPROVED ~ND ADOPTI~ by the City Council of the City of
Temecula this __ day of , 1997.
ATTEST:
Patricia H. Birdsall, Mayor
June S. Greek, CMC/AAE
City Clerk
[SEAL]
6
STATE OF CALIFORNIA)
COUNTY OF RIVERSIDE)ss
CITY OF TEMF.,CULA )
I, June S. Greek, City Clerk of the City of Temecula, do hereby certify that the foregoing
Ordinance No. 9q- was duly introduced and placed upon its first reading at a regular meeting
of the City Council on May 8, 1997 and that thereafter, said Ordinance was duly adopted at a
meeting of the City Council of the City of Temecula on the day of , 1997, by
the following roll call vote:
COUNCIL~ERS:
NOF_~:
COUNCILI~MBF. RS;
COUNCILNn:~MBERS:
June S. Greek, CMC/AAE
City Clerk
7
RESOLUTION NO. 9%
A RESOLUTION OF THE CITY COUNCIL OF THE CITY
OF TEMECULA ESTABLISHING AND IMPOSING A
PUBLIC FACILITIES DEVI~LOPMENT IMPACT FEE AND
ESTABLIgmNG GUID~ FOR ADJUSTING THE
AMOUNT T!:!gZREOF
THE CITY COUNCIL OF THE CITY OF TEMECULA HEREBY FINDS,
RESOLVF_~, DECLARES, DETERMINES AND ORDERS AS FOLLOWS:
gection 1. Short Title. This resolution may be referred to as the "Public Facilities
Development Impact Fee Resolution" of the City of Temecula.
gection 9.. p,,rl~ose. The purpose of this resolution is to establish the amount of the
public facilities development impact fee and to establish certain standards for the administration
of such fees.
Section 3. Findings. The City Council, after review of the City of Temecula
Development Impact Fee Study (the "DIF Study") dated January $, 1996 and prepared by David
M. Griffith & Associates, Ltd., and after review of additional staff reports, and testimony and
information received at a noticed public hearing on this matter, makes the following findings:
A. Based upon the land uses permitted by the City's General Plan and growth trends of
actual development within the City, the City anticipates that 54,422 dwelling units and 55.526
million square feet of non-residential development will be developed in the City between January
1, 1995 and build out.
B. The DIF Study analyzes the demand expected to be generated by future development
for street system, park and recreation, corporate, fire protection, and library facilities. Based on
this analysis, the DIF Study contains estimated levels of service for street system, park and
recreation, corporate, fire pwtection, and library facilities that are necessary to serve anticipated
development within the City of Temecula through build out.
C. Present and future sources of Federal, State, County and City revenues are insufficient
to fund construction of the street system, park and recreation, corporate, fire protection, and
library facilities needed to accommodate the demands of anticipated residential and non~residential
development.
D. The only fair and equitable method of securing adequate revenue necessary to fund the
construction of these facilities is through a fee based on the extent to which new development
genea-atea additional demand for street system, park and recreation, corporate, fire protection, and
library facilities. The fee amounts established in this resolution pursuant to the requirements of
Chapter 15.06 of the Temecula Municipal Code are based on the DIF Study.
E. The purpose of the public facilities development impact fee will be to provide street
system, park and recreation, corporate, file protection, and library facilities in an amount
sufficient to meet the estimated demand created by residential and non-residential development
constructed in the City through build out.
F. The public facilities development impact fee will be used to finance the public facilities
listed in the City's Capital Improvement Plan.
G. There is a reasonable ~!ationship between the need for a public facilities development
impact fee and the construction of residential and non-residential development projects because
the construction of these development projects creates a demand for street system, park and
recreation, corporate, fire protection, and library facilities to serve the needs of the residents and
occupants of these development projects. Such facilities are necessary to facilitate ingress to and
egress from each development project, to provide necessary amenities to the residents and
occupants of each development project, and to protect the structures constructed as part of each
development project.
H. There is a reasonable relationship between the use of the public facilities development
impact fee and the construction of residential and non-residential development projects because,
as a result of the fees' use as described in subsection F, residents and occupants of such
development projects will be served by the street system, park and recreation, corporate, fire
protection, and library facilities that will be financed by the fees.
I. There is a reasonable relationship between the amount of the public facilities
development impact fee and the portion of the total cost of street system, park and recreation,
corporate, fire protection, and library facilities attributed to each development project because the
amount of the public facilities development impact fee was carefully calculated so that the
estimated share of the total cost of the facilities assessed to a development project would equal the
estimated share of the total demand for the facilities generated by that development project. The
general methodology for apportioning the total cost of facilities, and the method for calculating
the portion of the total cost of facilities attributed to each development project is described in the
DIF Study, which is incorporated herein by reference.
~ection 4. Amo, nt of the P, hllc Facilities Development lrrtl~sct Fee. The public
facilities development impact fee is hereby established and imposed in the amounts set forth in
Exhibit A to this resolution.
2
Section 5. Inflation Adj,stment. Commencing on January 1, 1998, the fees as
established and imposed by this resolution shall be adjusted on January 1 of each year based upon
the Dodge Building Cost Index (the 'BCI") for the Los Angeics Metropolitan Area (BCI) unless
the fees are otherwise adjusted as part of an update of the City's Capital Improvement Plan. The
Director of Finance shall compute the percentage difference between the BCI on July 1 of each
year and the BCI for the previous July 1. The Director of Finance shall then adjust by such
percentage the fees established and imposed by this resolution. The adjusted amounts shall be
rounded to the nearest dollar, and shall be submitted to the City Council for consideration at a
public hearing. Upon adoption by the City Council, the adjusted amounts shall become effective
on the following January 1. These amounts shall constitute the fees authorized by Chapter 15.06
of the Temecula Municipal Code and established and imposed by this resolution. Should the BCI
be revised or discontinued, the Director of Finance shall use the revised index or a comparable
index, as approved by the City Council, for determining fluctuations in the cost of development.
Section 6. Fee Adjm~ments - G. idellnes. The City shall follow the following
guidelines in considering reductions in the fee amount pursuant to Section 15.06.050.A.2 of the
Temecula Municipal Code:
A. Reductions shall be calculated and applied on a case by case basis;
B. Reductions may not exceed the fee amount payable by the developer;
C. Reductions for a specific fee component may not be applied against a different fee
component (e.g., a reduction in the Traffic Signal component of the fee may not be applied to
reduce the Street System Improvement component of the fee); and
D. Reductions are not transferable.
Section 7. Fee Adjustments - Factors. The City shall consider the following factors
when determining the amount of a fee reduction pursuant to Section 15.06.050.A.2 of the
Temecula Municipal Code:
A. The cost of public facilities previously constructed or financed by the developer which
were attributable to mitigating impacts of the proposed development;
B. Positive economic impacts of proposed development (including enhanced tax revenues
which may be used to finance public facilities to mitigate impacts of the proposed developmen0;
and
C. The demonstrable absence of a reasonable relationship between the impact of the
proposed development on the City's public facilities and either the amount of DIF charged or the
type of public facilities to be constructed.
3
~gecfion 8. F_,ffecfive Date. The fees established pursuant to Section 4 of this Resolution
shall become effective 60 days following the adoption of Ordinance No. 97-_.
,~-tlon 9. ~ever~hfilty. if any section, subsection, sentence, clause, phrase or portion
of this resolution is for any reason held to be invalid or unconstitutional by a decision of a court
of competent jurisdiction, such decision shall not effect the validity of the remaining portions of
the resolution. The City Council hereby declares that it would have adopted this resolution, and
each section, subsection, sentence, clause, phrase, or portion thereof, irrespective of the fact that
any one of more sections, subsections, sentences, clauses, phras~ or portions be declared invalid
or unconstitutional.
this
PASSED, APPROVi~.D AND ADOPTED by the City Council of the City of Temecula
day of ,1997.
Patricia H. Birdsall, Mayor
ATrF_~T:
June $. Greek, CMC/AAE
City Clerk
133 4
STATE OF CALIFORNIA)
COUNTY OF RIVERSIDE)ss
CITY OF ~ULA )
I, June S. Greek, do hereby certify that the foregoing Resolution No. 97-
adopted at a special meeting of the City Council of the City of Temecula on the
, 1997, by the following roll call vote:
was duly
day of
COUNCILMEMBERS:
NOES:
COUNCILMEMBERS:
COUNCIL~MBERS:
June S. Greek, CMC/AAE
City Clerk
133 5
EXHIBIT A
PUBLIC FACIIJTIES DEVELOPlV!'ENT IMPACT FEES
Coml)onent
Street System
Improvements
Type of I ~ntt Ilsev
Residential (Detached)
Residential (Attached)
Office
Retail Commercial
Service Commercial
Business Park
Amount of Fee Per UniY
$729
$511
$1,895
$5,830
$2,915
$1,384
Traffic Signals and
Traffic Control
Systems
Residential (Detached)
Residential (Attached)
Office
Retail Commercial
Service Commercial
Business Park
$109
$77
$286
$878
$439
$209
Park and Recreation
Improvements
Residential (Detached)
Residential (Attached)
Office
Retail Commercial
Service Commercial
Business Park
$1,611
$1,209
$o
$o
$o
$o
Corporate Facilities
Residential (Detached)
Residential (Attached)
Office
Retail Commercial
Service Commercial
Business Park
$222
$118
$98
$245
$137
$81
Fire Protection
Facilities
Residential (Detached)
Residential (Attached)
Office
Retail Commercial
Service Commercial
Business Park
$55
$42
$29
$46
$39
$33
.L/ Land use is determined based on the categories in the Land Use Element of the Temecula
General Plan.
2/ Fees for residential development are calculated per dwelling unit. Fees for non-residential
development are calculated per 1,000 square feet of gross building area.
Component
Libraries
Type of !-and Use5~
Residential (Detached)
Residential (Attached)
Office
Retail Commercial
Service Commercial
Business Park
$0
Amount of Fee Per Units/
$208
$156
$0
$0
$0
IMPACT FEE PER
TOTAl. nEVT*.TOPlVm~rr Residential (Detached)
Residential (Attached)
Office
Retail Commercial
Service Commercial
Business Park
$2,934
$2,114
$2,308
$6,999
$3,531
$1,707
2J Land use is determined based on the categories in the I. and Use Element of the Temecula
General Plan.
Fees for residential development are calculated per dwelling unit. Fees for non-residential
development are calculated per 1,000 square feet of gross building area.
7
ISSUES RAISED BY DEVELOPERS
DURING THE PUBLIC HEARING HELD ON APRIL 8, '1997
1. ISSUE: Developers want credits for regional improvements constructed by
them, particularly assessment district-funded improvements.
RESPONSE: DIF is intended for the construction of unfunded and unbuilt
infrastructure, whose need is created by new development.
Various assessment districts and community facilities districts were set up by the
County to fund certain regional improvements within the City. In some cases, the total
amount of the improvements may not be assessed against property owners on account of
regional benefits to be received from the improvements (e.g., the City has previously
agreed to use sales tax revenues to offset the tax liability of properties within CFD 88-12).
A case-by-case review of each district would be required to determine if, and how much,
developers paid for regional benefits.
To allow the City to adjust for circumstances in which a developer may have paid
more than his or her fair share of a regional improvement, the proposed ordinance and
resolution have provisions in them which allow developers to apply and negotiate for a fee
reduction based on the developers having constructed improvements of regional
significance. These provisions were included at the request of the developers.
2. ISSUE: Assessment district-funded improvements should be included in the
DIF inventory and the cost of such improvements spread among development throughout
the City.
RESPONSE: DIF is intended for the construction of unfunded and unbuilt
infrastructure. As noted in the previous response, it is not appropriate to include already-
financed improvements in the DIF inventory.
3. ISSUE: Some developers want the ordinance to authorize fee reductions
through agreements with the City, others want a fee to be set at such a low level that
Development Agreement's will not be necessary, while still others do not want to allow the
amount of the fee to be set on an ad hoc basis by the City.
RESPONSE: Developers have the authority by statute to request
Development Agreements with the City, regardless of the level of the DIF. If a
Development Agreement already exists and a developer wishes to amend it to reduce the
fees, then the entire Development Agreement may be reopened for negotiations.
The City Council has the discretion to set the fees at any level up to the amount
justified in the DIF Study. While City the must fix the fee at a set amount, Staff
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recommends that the City retain its authority to encourage development which provides
an economic or other benefit to the City. This may best be done on a case-by-c. ase basis.
4. ISSUE:
collected.
There is confusion about the public facility deposits which the City has
RESPONSE: Developers who have already paid public facility deposits in
connection with existing development have generally agreed to pay a Fee, when adopted,
to offset the City's cost in providing regional improvements to serve such development.
Public facility deposits will be addressed after the fees are adopted, since there are
distinctly separate issues to address in dealing with them.
5. ISSUE: Some developers want to finance and/or bond for the fees, while
others adamantly stated "Don't mortgage the future."
RESPONSE: The single most frequent complaint in the City of Temecula is
the need for traffic improvements, both streets and signals. As one developer stated, the
City is already in the "catch-up" mode due to the County's inattention to infrastructure in
this area. The City's Capital Improvement Program (CIP) has over 100 million in
infrastructure programmed to be built in the next five years. Construction of infrastructure
and award of contracts is dependent on having cash in the bank. By financing fees or
deferring them, the City will be at dsk to defer, potentially indefinitely, critical improvements
due to a lack of funding.
In addition, once a development is completed and the developer no longer requires
the cooperation of the City, the City may have difficulty in enforcing the developer's
obligation to pay the DIF. This difficulty in enforcing the developer's financial obligations
will also arise if the developer, subsequent to developing the property, experiences
financial difficulties.
6. ISSUE: The retail fee is exorbitant at $4.20, and should be capped at a
maximum of $2 per square foot.
RESPONSE: The $4.20 retail commercial fee recommended by Staff, which
is a 40% reduction in the maximum amount set forth in the DIF Study, is based on Staff
committing to pursue other funding sources. Any further reductions are solely at the
discretion of the City Council.
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2
7. ISSUE: The City needs to pursue federal grants, because there is a lot of
money waiting to be tapped into at the federal level.
RESPONSE: Staff recognizes the potential for federal funding, and the City
Manager is personally pursuing this funding source.
8. ISSUE: There is concern over traffic generation factors and assumptions used
for fee distribution. A high percentage (over 90%) of the non-residential fee is for traffic
improvements. This is too high, and should be spread more equitably over residential
development because the fee disparity between residential (2% of total project costs) and
non-residential (up to 10% of total project costs) is unfair.
RESPONSE: Based on national and SANDAG statistics, which are consistent
with the statistics used by other entities, traffic generation factors generally are higher for
non-residential than for residential development. While the City Council may use City
funds to subsidize DIF, the law prohibits the arbitrary redistribution of fees from non-
residential to residential for the purpose of more evenly distributing fees across all
development.
9. ISSUE: Several developers wanted the sphere of influence improvements to
be removed from the DIF inventory.
RESPONSE: Inclusion of the sphere of influence in the DIF Study area was
a Staff decision based on recommendations from David M. Griffith & Associates (DMG),
who performed the Study. The primary reason for including the Sphere is to facilitate the
application of fees upon annexation of areas within the Sphere.
A City-only/City-plus-Sphere comparison of the street improvement component of
the fee showed only 2 to 7 percent increase in the fee for including the sphere of influence.
Based on this small increase in the fee and the benefit of establishing a fee which applies
to annexed territory, Staff recommends including the Sphere.
NOTE: UNLESS THE FEES ARE ADOPTED AT 100% OF THE MAXIMUM AMOUNT
FOR NON-RESIDENTIAL DEVELOPMENT, THE 7% DIFFERENCE IN FEE SHOULD
NOT BE AN ISSUE.
10. ISSUE: Traffic generators do not recognize differences in types of non-
residential development.
RESPONSE: The Study was conducted using the four non-residential land
uses provided for in the City's General Plan. For each category, DMG used a conservative
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low average of the uses within the category.
Because the DIF may only be applied at the development stage, and not when a
use is subsequently changed, the amount of the DIF must be based on the potential, rather
than actual, use of the property, based on the City's General Plan. Otherwise, a developer
could submit plans for a low-intensity non-residential use (e.g., manufacturing), and then
change the use to another permitted non-residential use (e.g., retail).
11. ISSUE: Future development should not bear the burden of addressing existing
needs; rather, the fees should be prorated for existing and future development impacts.
RESPONSE: All of the improvements included in the DIF inventory are
designed to address only future development impacts. The improvements were presented
to the developers prior to their inclusion in the DIF inventory. The actual street
improvement inventory was conducted at the request of the developers specifically to
ensure that only new development impacts would be included in the Study.
12. ISSUE: There is no nexus in applying fees Citywide - that is, applying a fee
to a developer in the southern end of the City for the construction of improvements in the
northern end of the City.
RESPONSE: The improvements to be financed through DIF are regional
improvements, which have been determined to benefit all development within the City.
13. ISSUE: The proposed fees are too high, making rents for businesses too high.
Fees need to be adopted at the lowest levels possible.
RESPONSE: Staff recommends a 40 percent reduction in the non-residential
fees from the maximum amounts set forth in the DIF Study to encourage development
while not sacrificing the City's infrastructure. Staff acknowledges that fees, as well as land
costs, utility hook-ups, etc., are ultimately passed on to the end user. Each of these costs
increases rents, leases, and other operating costs for tenants. In the case of DIF, the final
decision as to the level of fees to be adopted is at the discretion of the City Council.
14. ISSUE: Developers want the City to support speculative builders, specifically
with a waiver of fees for the first one million square feet to be built.
RESPONSE: Staff encourages development by speculative builders;
however, waiving fees for the first one million square feet of industrial development will
result in a reduction of approximately $1 million in DIF revenues for that type of
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development. This would substantially impair the City's ability to finance infrastructure
improvements to support the speculative development.
15. ISSUE: Special consideration should be given to churches and other non-
profit charitable service organizations.
RESPONSE: The City Council has committed to reducing the fees for
churches and other non-profit charitable service organizations.
16. ISSUE: Some developers want the City Council to take a vote to the citizens
for taxes to pay for infrastructure.
RESPONSE: At this time, Staff does not recommend imposing a tax as an
alternative to charging DIF to developers. Obtaining voter approval of such a tax is
speculative at best, and would require the City to invest a significant amount of time and
money in conducting the election.
17. ISSUE: There are blatant errors in the methodology used in the spreadsheet
attached to the Staff Report - it is not appropriate to add land costs which are calculated
in square feet to building and other costs.
RESPONSE: Both matrix comparison spreadsheets were included as
attachments for the City Council at the request of the developers. These spreadsheets
were not used in the DIF Study to determine the maximum DIF amount, and were included
merely for informational purposes. The spreadsheet in question was provided by
representatives of the development community, and was not calculated by Staff.
18. ISSUE:
This issue of DIF should be referred back to Staff for more analysis.
RESPONSE: Having worked through all major issues with the developers,
DMG, and the City Attorney, including making changes to Study methodology, Staff is
confident that the appropriate level of analysis has been completed to take the fees
forward for adoption. Further delay in the adoption of the DIF will prolong the uncertainty
in the development community regarding the Fees, thereby discouraging development in
the City.
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