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Home My WebLink AboutItem 09 - Development Impact Fee Report Public Works Agency www.santa-ana.org/public-works Item # 9 City of Santa Ana 20 Civic Center Plaza, Santa Ana, CA 92701 Staff Report March 21, 2023 TOPIC: Development Impact Fee Report AGENDA TITLE Annual Development Impact Fee Report for Fiscal Year 2021-2022 RECOMMENDED ACTION Receive and file the Annual Development Impact Fee Report for Fiscal Year 2021-2022. DISCUSSION Following the passage of Proposition 13 in 1978, many cities began charging fees on new development to fund public improvements and services such as streets, public utilities, and parks. These fees are commonly known as Development Impact Fees. To ensure these fees were spent in a timely manner and on projects for which they were being collected, the State Legislature passed Assembly Bill 1600, known as the Mitigation Fee Act. In accordance with Government Code Sections 66001 and 66006, the City is required to publish an annual report (Exhibit 1) for each fund established to account for development impact fees. The report must include: a brief description of the type of fee; fee amount; beginning and ending balance of the account or fund; amount of fees collected and interest earned; identification of each public improvement on which fees were expended and the amount expended; an estimated date construction will commence; and descriptions of each interfund transfer or loan. California Government Code Section 66006 requires an annual accounting of development impact fees to be made available to the public within 180 days of the end of the City's fiscal year. Additionally, this information must be presented to the City Council at least 15 days after it is made available to the public. The report was posted on the City’s website on December 29, 2022 and a hardcopy was made available at the City’s library. The City collects the following development impact fees: Transportation System Improvement Area, Transit Zoning Code Traffic Impact Mitigation Fair Share, Harbor Specific Plan Mitigation Fair Share, Drainage Assessment Fee, Sewer Connection Fee, and Park Acquisition and Development Fees. These fees are collected prior to the issuance of building permits for new residential and commercial construction. The Development Impact Fee Report March 21, 2023 Page 2 3 3 0 1 impact fees are established by City Council resolution and are deposited into the designated impact fee fund. FISCAL IMPACT The development fee expenditures for Fiscal Year 2021-2022 totaled $25,196,226 and were used for the following: street improvements at Warner Avenue and the intersections of Bristol Street and Memory Lane; public utility improvements at Segerstrom and San Lorenzo, Flower Street, Wright Street, Baker-Glenwood, NE Annexation, South Main Street, and Alton Avenue; and parks improvements at El Salvador Park, Riverview Ballfield, Santiago Park, Morrison Park, Cabrillo Park, Santa Ana Zoo, Standard and McFadden New Park, Pacific Electric Bike Trail, Sandpointe Park, Flower Street Bike Trail, Delhi Park, and Thornton Park. EXHIBIT(S) 1. City of Santa Ana Assembly Bill 1600 Development Fee Report Fiscal Year 2021-2022 Submitted By: Nabil Saba, P.E., Executive Director – Public Works Agency Approved By: Kristine Ridge, City Manager City of Santa Ana Assembly Bill 1600 Development Fee Report Fiscal Year 2021‐2022 Government Code Section 66006 requires local agencies that collect development impact fees to prepare an annual notice detailing the status of those fees within 180 days after the last day of the fiscal year. This report is being published on the City’s website, in accordance with California Assembly Bill No. 1483. The following is the annual report for the City’s development impact fees. Provide a brief description of the type of fee in the account or fund. DEVELOPMENT IMPACT FEES – FY 2021/2022 FUND PUBLIC WORKS AGENCY New Transportation System Improvement Area Fee ‐ Area B Fund 033 New Transportation System Improvement Area Fee ‐ Area E Fund 034 New Transportation System Improvement Area Fee ‐ Area F, Transit Zoning Code, Harbor Specific Plan Fund 035 Transportation System Improvement Area Fee ‐ Area A Fund 041 Transportation System Improvement Area Fee ‐ Area B Fund 042 Transportation System Improvement Area Fee ‐ Area C‐2 Fund 048 Transportation System Improvement Area Fee ‐ Area G Fund 049 Sewer Connection Fee Fund 055 Water Connection Fee Fund 060 Drainage Assessment Fee ‐ Area 1 Fund 221 Drainage Assessment Fee ‐ Area 2 Fund 222 Drainage Assessment Fee ‐ Area 3 Fund 223 Drainage Assessment Fee ‐ Area 4 Fund 224 Drainage Assessment Fee ‐ Area 5 Fund 225 Drainage Assessment Fee ‐ Area 6 Fund 226 Transportation System Improvement JPA Area A Fund 991 PARKS, RECREATION & COMMUNITY SERVICES AGENCY Residential Development District 1 Fund 311 Residential Development District 2 Fund 312 Residential Development District 3 Fund 313 Residential Development District 4 Fund 314 Each fee is applicable to a project under its own set of rules. The fees are calculated based on the information that is shown on the plans, ex: square footage, sewer fixtures, amenities. This is also applicable to any possible credits that may apply. List the amount of the fee. PUBLIC WORKS AGENCY See Exhibit A PARKS, RECREATION & COMMUNITY SERVICES AGENCY See Exhibit B Exhibit 1 List the beginning and ending balance of the account or fund. DEVELOPMENT IMPACT FEES – FY 2021/2022 BEGINNING BALANCE As of 07/01/21 ENDING BALANCE As of 06/30/22 PUBLIC WORKS AGENCY New Transportation System Improvement Area Fee ‐ Area B (Fund 033) $542,128.56 $575,521.51 New Transportation System Improvement Area Fee ‐ Area E (Fund 034) $1,538,387.78 $1,496,062.45 New Transportation System Improvement Area Fee ‐ Area F (Fund 035) $1,433,663.62 $1,878,238.51 Transportation System Improvement Area Fee ‐ Area A (Fund 041) $329,597.91 $700,551.81 Transportation System Improvement Area Fee ‐ Area B (Fund 042) $9,520.14 $9,592.17 Transportation System Improvement Area Fee ‐ Area C‐2 (Fund 048) $212,638.85 $214,247.74 Transportation System Improvement Area Fee ‐ Area G (Fund 049) $98,008.75 $98,750.31 Sewer Connection Fee (Fund 055) $10,945,598.42 $7,644,012.85 Water Connection Fee (Fund 060) $0.00 $0.00 Drainage Assessment Fee ‐ Area 1 (Fund 221) $965,245.51 $1,020,497.88 Drainage Assessment Fee ‐ Area 2 (Fund 222) $225,883.07 $273,895.45 Drainage Assessment Fee ‐ Area 3 (Fund 223) $418,551.16 $421,886.72 Drainage Assessment Fee ‐ Area 4 (Fund 224) $454,191.60 $419,915.30 Drainage Assessment Fee ‐ Area 5 (Fund 225) $254,557.52 $282,170.25 Drainage Assessment Fee ‐ Area 6 (Fund 226) $216,752.54 $381,053.23 Transportation System Improvement JPA Area A (Fund 991) $2,167,562.50 $2,611,036.54 PARKS, RECREATION & COMMUNITY SERVICES AGENCY Residential Development District 1 (Fund 311) $3,214,014.52 $3,288,547.02 Residential Development District 2 (Fund 312) $3,526,458.91 $5,412,407.50 Residential Development District 3 (Fund 313) $11,230,687.04 $13,236,091.24 Residential Development District 4 (Fund 314) $524,330.55 $652,880.73 List the amount of fees collected and the interest earned. DEVELOPMENT IMPACT FEES – FY 2021/2022 FEES COLLECTED INTEREST EARNED PUBLIC WORKS AGENCY New Transportation System Improvement Area Fee ‐ Area B (Fund 033) $29,137.38 $4,255.57 New Transportation System Improvement Area Fee ‐ Area E (Fund 034) $34,403.16 $11,420.10 New Transportation System Improvement Area Fee ‐ Area F (Fund 035) $582,197.97 $13,231.30 Transportation System Improvement Area Fee ‐ Area A (Fund 041) $366,372.60 $4,581.30 Transportation System Improvement Area Fee ‐ Area B (Fund 042) $0 $72.03 Transportation System Improvement Area Fee ‐ Area C‐2 (Fund 048) $0 $1,608.89 Transportation System Improvement Area Fee ‐ Area G (Fund 049) $0 $741.56 Sewer Connection Fee (Fund 055) ‐$815,742.73 $71,692.26 Water Connection Fee (Fund 060) $83,061.06 $517.68 Drainage Assessment Fee ‐ Area 1 (Fund 221) $47,710.02 $7,542.35 Drainage Assessment Fee ‐ Area 2 (Fund 222) $46,147.96 $1,862.42 DEVELOPMENT IMPACT FEES – FY 2021/2022 FEES COLLECTED INTEREST EARNED Drainage Assessment Fee ‐ Area 3 (Fund 223) $787.46 $3,165.45 Drainage Assessment Fee ‐ Area 4 (Fund 224) $129,782.53 $3,287.66 Drainage Assessment Fee ‐ Area 5 (Fund 225) $25,599.20 $2,013.53 Drainage Assessment Fee ‐ Area 6 (Fund 226) $162,430.68 $1,870.01 Transportation System Improvement JPA Area A (Fund 991) $424,267.45 $19,206.59 PARKS, RECREATION & COMMUNITY SERVICES AGENCY Residential Development District 1 (Fund 311) $598,296.00 $22,748.30 Residential Development District 2 (Fund 312) $2,897,010.00 $41,242.06 Residential Development District 3 (Fund 313) $2,139,524.73 $95,217.09 Residential Development District 4 (Fund 314) $120,212.67 $4,585.64 Provide an identification of each public improvement on which fees were expended and the amount of the expenditures on each improvement, including the total percentage of the cost of the public improvement that was funded with the fees. PUBLIC IMPROVEMENT EXPENDITURES – FY 2021/2022 TOTAL EXPENDITURE PERCENT FUNDED BY FEE PUBLIC WORKS AGENCY Transportation System Improvement Area Fee – Area E (Fund 034) 14‐6802 Warner Avenue Widening: Main to Oak Phase I $3,698,344.75 0.21% 20‐6618 Warner Storm Drain Improvements: Phase 1 $1,532,846.10 7.16% Transportation System Improvement Area Fee – Area E (Fund 035) 14‐6802 Warner Avenue Widening: Main to Oak Phase I $3,698,344.75 2.02% 17‐6883 Bristol Street & Memory Lane ‐ Intersection Widening $439,881.28 17.28% Sewer Connection Fee (Fund 055) 06‐3510 Segerstrom/San Lorenzo Sewer Lift Station $1,386,642.43 100.00% 18‐6616 Flower Street Sewer Main Improvements $564,948.44 99.13% 19‐6430 Wright Street Sewer Main Improvements $1,408.90 100.00% 21‐6446 Baker‐Glenwood Sewer $640,860.52 94.90% 21‐6619 NE Annexation Sewer Improvements $1,224.89 100.00% Water Connection Fee (Fund 060) 21‐6461 South Main Street Water Main Improvements $4,137,264.092.02% Drainage Assessment Fee ‐ Area 3 (Fund 223) 19‐6617 D‐03 Channel Improvements at Alton Avenue $617.35 100.00% Drainage Assessment Fee – Area 4 (Fund 224) 14‐6802 Warner Avenue Widening: Main to Oak Phase I $3,698,344.75 3.24% 20‐6618 Warner Storm Drain Improvements: Phase 1 $1,532,846.10 3.09% PARKS, RECREATION & COMMUNITY SERVICES AGENCY Parks Acquisition & Development – District 1 (Fund 311) 20‐2714 El Salvador Park Basketball Court & Lighting $449,035.08 55.47% 20‐2717 Riverview Ballfield Sport Lighting $517,409.61 57.48% Parks Acquisition & Development – District 2 (Fund 312) 15‐2645 Santiago Park Gas House Area Improvements $1,181,344.44 57.56% 18‐2688 Morrison Park Security Lighting $23,719.35 100.00% PUBLIC IMPROVEMENT EXPENDITURES – FY 2021/2022 TOTAL EXPENDITURE PERCENT FUNDED BY FEE 21‐2727 Cabrillo Park Irrigation Renovation $86,966.67 100.00% 22‐2752 Stadium Synthetic Turf $99,895.30 100.00% 22‐2753 Stadium Scoreboard $161,700.68 100.00% Parks Acquisition & Development – District 3 (Fund 313) 16‐2658 Santa Ana Zoo Giant River Otter Habitat $1,039,965.36 100.00% 20‐2729 Standard & McFadden New Park $164,810.10 16.15% 21‐2726 Pacific Electric Bike Trail Lighting Phase II $1,569.80 100.00% 21‐2728 Sandpointe Park Security Lighting $5,183.55 100.00% 21‐2740 Flower Street Bike Trail Renovation $64,883.90 100.00% 22‐2759 Delhi Park Mini‐Pitch Soccer Field $69,920.00 100.00% Parks Acquisition & Development – District 4 (Fund 314) 16‐2654 Thornton Park Restroom ‐$3,751.87 100.00% Provide an identification of an approximate date by which the construction of the public improvements will commence if the local agency determines that sufficient funds have been collected to complete financing on an incomplete public improvement, as identified in the City’s master plans, and the public improvement remains incomplete. Projects are ongoing in accordance with the City’s approved Capital Improvement Program. Provide a description of each interfund transfer or loan made from the account or fund, including the public improvement on which the transferred or loaned fees will be expended and, in the case of an interfund loan, the date on which the loan will be repaid, and the rate of interest that the account or fund will receive on the loan. DEVELOPMENT IMPACT FEES – FY 2021/2022 INTERFUND TRANSFER OR LOAN AMOUNT PUBLIC WORKS AGENCY New Transportation System Improvement Area Fee ‐ Area B (Fund 033) NONE New Transportation System Improvement Area Fee ‐ Area E (Fund 034) NONE New Transportation System Improvement Area Fee ‐ Area F (Fund 035) NONE Transportation System Improvement Area Fee ‐ Area A (Fund 041) NONE Transportation System Improvement Area Fee ‐ Area B (Fund 042) NONE Transportation System Improvement Area Fee ‐ Area C‐2 (Fund 048) NONE Transportation System Improvement Area Fee ‐ Area G (Fund 049) NONE Sewer Connection Fee (Fund 055) NONE Water Connection Fee (Fund 060) Interfund transfer to Fund 066 for Water Capital Projects Expenditure $83,578.74 Drainage Assessment Fee ‐ Area 1 (Fund 221) NONE Drainage Assessment Fee ‐ Area 2 (Fund 222) NONE Drainage Assessment Fee ‐ Area 3 (Fund 223) NONE DEVELOPMENT IMPACT FEES – FY 2021/2022 INTERFUND TRANSFER OR LOAN AMOUNT Drainage Assessment Fee ‐ Area 4 (Fund 224) NONE Drainage Assessment Fee ‐ Area 5 (Fund 225) NONE Drainage Assessment Fee ‐ Area 6 (Fund 226) NONE Transportation System Improvement JPA Area A (Fund 991) NONE PARKS, RECREATION & COMMUNITY SERVICES AGENCY Residential Development District 1 (Fund 311) NONE Residential Development District 2 (Fund 312) NONE Residential Development District 3 (Fund 313) NONE Residential Development District 4 (Fund 314) NONE EXHIBIT A EXHIBIT A Excerpt from FY 2021/22 Miscellaneous Fees Schedule, p. 104 EXHIBIT B Excerpt from FY 2021/22 Miscellaneous Fees Schedule, p. 39