HomeMy WebLinkAboutFY 2007/2008 Annual Report - 230 Park Impact Fee Council/Agency Meeting Held: LbZ2-Lv-g
Deferred/Continued to:
�Appr ved ❑ Conditionally Approved ❑ Denied City rk's Ignatur
Council Meeting Date: 4/20/2009 Department Number: CS 09-003
CITY OF HUNTINGTON BEACH
REQUEST FOR CITY COUNCIL ACTION
SUBMITTED TO: HONORABLE MAYOR AND CITY COU L MEMBERS
SUBMITTED BY: FRED A. WILSON, CITY ADMINIST
PREPARED BY: JIM B. ENGLE, DIRECTOR, COMMU SERVIC
SUBJECT: RECEIVE AND FILE 230 PARK IMPACT FEE ANNU REPORT FOR
FY 2007/2008
Statement of Issue,Funding Source,Recommended Action,Alternative Action(s),Analysis,Environmental Status,Attachment(s)
Statement of Issue:
On November 18, 2002, the City Council approved the establishment of a Park Impact Fee to
be levied on the construction of new floor area for all commercial and industrial development
and all residential development not covered by Quimby fees. State law requires the
preparation of an annual report.
Funding Source: Not applicable.
Recommended Action: Motion to:
Receive and file the 230 Park Impact Fee Annual Report for fiscal year 2007/2008.
Alternative Action(s):
Do not receive and file the report, and direct staff accordingly.
REQUEST FOR CITY COUNCIL ACTION
MEETING DATE: 4/20/2009 DEPARTMENT ID NUMBER: CS 09-003
Analysis:
On November 18, 2002, the City Council approved the establishment of a Park Impact Fee
per Section 230.20 of the City's Zoning and Subdivision Ordinance. This fee is imposed on
all residential development not covered by Quimby fees (Section 254 of the City's Zoning
and Subdivision Ordinance), and on the construction of new floor area for all commercial and
industrial development. The purpose of the fee is for the development and rehabilitation of
the city's park and recreational facilities. The fee is based on square footage and is currently
set at $.86 per square foot for new residential and $.23 per square foot for new commercial
and industrial development.
According to the reporting requirements of California Government Code 66006, the city must
prepare an annual report (Attachment 1) describing the fee, the amount of fees collected and
interest earned, and the identification of projects on which the fees are expended. The report
is to be made available to the public within 180 days of the close of the fiscal year. The code
also specifies that the report must be reviewed by the City Council at a regularly scheduled
meeting not less than 15 days following its release to the public. In addition, notices of the
time and place of the meeting are to be mailed to any interested parties who have filed a
written request. The report was released for public review on March 30, 2009 (Attachment
2). No written requests for notification had been received by the City Clerk's Office at the
time the Request for Council Action was prepared and submitted for City Council
consideration.
As shown in Section III of the report, $359,713 in fees were collected during the 2007/2008
fiscal year, plus an additional $54,000 in interest. Expenditures totaled $560,594 for various
park improvements including park leases, contracted professional services, park
rehabilitation projects, youth sports grants, and staffing costs. The fund balance for the Park
Impact Fee, per Zoning and Subdivision Ordinance Section 230.20, is $1,891,911 as of
September 30, 2008.
Strategic Plan Goal:
Land Use and Economic Development — The Annual Park Fee Report aids in preservation of
neighborhoods and maintaining open space for the community.
Environmental Status: Not applicable.
Attachment(s):
City Clerk's
Nige Number • DescOption
1. Park Impact Fee Annual Report— FY 2007/2008
2. Overview of Park Fee Annual Report
3. Memorandum dated March 30, 2009
-2- 4/6/2009 7:14 AM
ATTACHMENT # 1 1
230 PARK IMPACT FEE ANNUAL REPORT
FISCAL YEAR 2007/2008
I. BACKGROUND
On November 18, 2002, the City of Huntington Beach passed Emergency Interim
Ordinance No. 3594 pertaining to Section 230.20 of Chapter 230 of Title 23 of
the City's Zoning and Subdivision Ordinance.
The ordinance established a Park Impact Fee to be imposed on the construction
of new floor area for all commercial and industrial development, and all
residential development not covered by Section 254.08 of the Zoning and
Subdivision Ordinance (known as Parkland Dedication pursuant to the Quimby
Act). On December 16, 2002, Emergency Ordinance No. 3596 was also
approved, along with governing Resolution No. 2002-129.
II. REPORTING REQUIREMENTS
State law imposes both annual and five-year reporting requirements as a result
of its collection of Park Impact Fees. The specific elements to be included in the
report include:
• A brief description of the type of fee in the fund account
• The amount of the fee
• The beginning and ending balance
• The amount of fees collected and interest earned
• Identification of each public improvement on which fees are expended
• An identification of the approximate date by which the construction of
public improvements will commence if the local agency determines that
sufficient funds have been collected to complete the financing on an
incomplete building improvement
• A description of each interfund transfer loan made from the fund balance
• The amount of refunds made pursuant to any protests
The annual report is to be made available to the public within 180 days following
the close of the fiscal year. It is also to be reviewed by the City Council no less
than 15 days after the information is made available to the public at its next
regularly scheduled meeting. This year the report is being presented to the City
Council on April 20, 2009..
Fee Description:
As stated in Resolution 2002-129 (Attachment 1), the purpose of the fee is for the
development and rehabilitation of the City's parks and recreational facilities in
order to assure that the policies and standards for park, open space and.
recreational facilities contained in the City's General Plan and described in the
1
City of Huntington Beach Park Strategy and Fee Nexus Study (Dec. 2001) and
addendum (Sept. 25, 2002) are met. According to ZSO 254.08 (c), this standard
is five acres for each 1,000 residents.
In addition, Resolution 2004-88, adopted November 15, 2004, further specifies
that Section 230.20 fees must be used to finance park and recreational facilities
and improvements included in the city's Capital Improvement Program and
identified in the Park Acquisition and Development budget as approved each
year by the City Council.
Fee Amount:
According to Zoning and Subdivision Ordinance (ZSO) 230.20, the fees are to be
paid and calculated according to a schedule adopted by City Council resolution.
Resolution 2002-129 sets the fee for new residential development at $.86 per
square foot and $.23 per square foot for new commercial and industrial
development. The fees are paid upon issuance of any building permit or prior to
final inspection on new residential development.
Interfund Loans
No park fees were loaned during this reporting period.
Refunds Due to Protests
No refunds were made due to protests during this reporting period.
III. FINANCIAL SUMMARY
Fiscal Year 2007/2008 Revenue
As shown in Attachment 2, the beginning fund balance as of September 30,
2007, was $2,038,792. During fiscal year 2007/2008, $359,713 in fees were
collected, plus $54,000 in interest, for a total revenue of $413,713.
Fiscal Year 2007/2008 Expenditures
As also shown in Attachment 2, $560,594 were expended for various park
improvement projects and staffing, including park leases, contracted/professional
services, park rehabilitation, and youth sports grants to community organizations.
Fiscal year end fund balance was $1,891,911.
As expected, expenditures in FY 07/08 increased from FY 06/07 with projects
such as Edison Park Youth Sports Complex and LeBard Park Phase II moving
forward.
2
ATTACHMENT #2
OVERVIEW ATTACHMENT 2
230 Park Impact Fee
Annual Financial Summary Statement
for Fiscal Year 2007/2008
Fund Balance 9/30/07 2,038,792
Revenue FY 2007/2008
Fees 359,713
Interest 54,000
Revenue Subtotal 413,713
Expenditures FY 2007/2008
Park Leases/ Equipment Rental 11,411
Professional/Contracted Services 289,943
Youth Sports Grant Awards 175,034
Staffing 84,206
Expenditure Subtotal 560,594
Fund Balance 9130108 $1,891,911
ATTACHMENT #3
CITY OF HUNTINGTON BEACH
Inter Office Communication
Community Services Department
TO: Honorable Mayor and City Council Members
VIA: Fred A. Wilson, City Administrator
FROM: Jim B. Engle, Community Services Direc or (•
DATE: March 30, 2009
SUBJECT: RELEASE OF 230 PARK FEE ANNUAL REPORT FOR FY 2007/2008
On November 18, 2002, the City Council approved the establishment of a Park Impact
Fee per Section 230.20 of the City's Zoning and Subdivision Ordinance. This fee is
imposed on the construction of new floor area for all commercial and industrial
development, and all residential development not covered by Quimby fees (Section 254
of the City's Zoning and Subdivision Ordinance).
According to reporting requirements of California Government Code 66006, the City
must prepare an annual report of these fees and make the report available to the public
within 180 days of the close of the fiscal year. The Code also specifies that the report
must be reviewed by the City Council not less than 15 days following its release to the
public.
The annual report for fiscal year 2007/2008 is attached for your preliminary review. It
will be officially transmitted for approval at the April 20, 2009, City Council meeting. By
way of this transmittal, I am releasing this report for public review. Please feel free to
contact me should you have any questions regarding the attached information.
C. Jennifer McGrath, City Attorney
Joan Flynn, City Clerk
Attachments:
1. Overview
2. Resolution No. 2002-129
Lti- tee
Ai�� - C d009
RCAROUTING ��CI T 7`O 6.1;.• ,,.a..
INITIATING DEPARTMENT: CornrnuniWser-vices------..
SUBJECT: Receive and File FY 07/08 Annual Park Fee Report
COUNCIL MEETING DATE: April 20, 2009
RCA ATTACHMENTS STATUS
Ordinance (w/exhibits & legislative draft if applicable) Attached ❑
Not Applicable
Resolution (w/exhibits & legislative draft if applicable) Attached ❑
Not Applicable
Tract Map, Location Map and/or other Exhibits Attached ❑
Not Applicable
Contract/Agreement (w/exhibits if applicable) Attached ❑
(Signed in full by the City Attorney) Not Applicable
Subleases, Third Party Agreements, etc. Attached ❑
(Approved as to form by City Attorney) Not Applicable
Certificates of Insurance (Approved by the City Attorney) Attached ❑
Not Applicable
Fiscal Impact Statement (Unbudgeted, over $5,000) Attached ❑
Not Applicable
Bonds (If applicable) Attached ❑
Not Applicable
Staff Report (If applicable) Attached ❑
Not Applicable
Commission, Board or Committee Report (If applicable) Attached ❑
Not Applicable
Findings/Conditions for Approval and/or Denial Attached ❑
Not Applicable
EXPLAHATIOH FOR NW(1 G ATTACH6`v�EHTS
REVIEWED RETURNED,, FORW81kDEP,
Administrative Staff ) (—
Deputy City Administrator (Initial) ( )
City Administrator Initial ( ( )
City Clerk ( )
EXPLANATION FOR RETURN OF ITEM:
(8e16W_Spa,c6 For City Clerk,"s
RCA Author: Brunson