DAVID TAUSSIG & ASSOCIATES-2017 - Laserfiche WebLink

Home Browse Search

SECTION II M SCOPE OF SERVICES & SCHEDULE d3 I Based on the information collected in Subtask 4(A), DTA shall prepare a facilities needs list that details the new facilities and equipment needed to serve new development in the City. Subtask 4(C)•— Review Cost Estimates DTA's engineering and technical staff will, as necessary: consult with City department heads j and/or engineering staff or equivalent to ascertain and understand in-house cost data for existing j. and projected facilities and equipment; apply appropriate inflation and cost of living escalators to the list of projected public facilities to determine future costs; review and/or refine existing cost data; examine major sources of revenue to fund construction of new public facilities; and provide.a proportional.esdmate between projected costs for new facilities and projected revenue from mitigation fees and other sources. 3 Deliverable: Needs List t TASK 6 - DEVELOP METHODOLOGY FOR CALCULATING NEW FEE AMOUNTS This task entails developing the methodology used to establish the fee amount to the extent appropriate. ? . There are two critical issues that must be considered in developing a fee program. The fee program must generate revenues in a timely manner and the methodology must meet the nexus or benefit �. requirements of AB 1600. Since fees of any sort are controversial, it is critical that any fee established f. be legally defensible. that there be a nexus between fees imposed, the use of the fees, and the development projects on which the fees are imposed. Furthermore, there must be a relationship between the amount of the fee and the cost of the improvements. In order to impose a fee as a condition for a development project, the methodology must accomplish the following: i • Identify the purpose of the fee. • Identify the use to which the fee is to be put. If the use is financing public facilities, the facilities must be identified. • Determine how there is a reasonable. relationship between the fee's use and the type of development project on which the fee is imposed. • Determine how there is a reasonable relationship between the need for the public facility and the type of development project on which the fee is being imposed. Implicit in these requirements is a stipulation that a public agency cannot Impose a fee to cure existing ; deficiencies in public facilities or Improve public facilities beyond what is required based on the specific impacts of new development. The benefit methodology established in this subtask will be documented in the Report. . DTA shall prepare a memorandum to City staff summarizing the recommended methodologies and their pros and cons. DTA will recommend a fee expenditure plan to ensure that projects can be fully funded 1 and implemented within any required time limits for expenditures of such funds, as well as possible 91 flexibility to allow collected fees to be used to provide the City match for grant applications. Finally, the memo will include recommendations for methodology and next steps, Upon review and discussion by City staff, a methodology will be selected. I s Deliverable: Memorandum summarizing the DIF methodology options TASK 6 - DETERMINE FEE LEVELS This task entails calculating the fee amounts based upon the dwelling unit and commerciairindustrial development projections completed in Task 3, facilities needs and costs determined in Task 4, and the v J methodology selected in Task 5. 7 City of Santa Ana — Proposal for Development Impact Fee study August 3, 2016 Page 17 V