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HomeMy WebLinkAbout1979-11-20; City Council; 6079; School FeesCITY OF CARLSBAD AGiiMDA BILL NO. h>O 7 9 Initial: Dept.Hd. DATE: NOVEMBER 20. 1979 c Atty. DEPARTMENT: CITY MANAGER C. Mgr. Subiect:J SCHOOL FEES Statement of the Matter Amendments to the State Law and the Carlsbad Municipal Code regarding school fees made it necessary for school districts which declared overcrowding to make new fee recommendations to the City of Carlsbad. The Encinitas, San Dieguito,- and San.Marcos districts have submitted revised fee recommendations. The revised fees recognize the limitation imposed by AB-8 limiting the fee to an amount necessary to pay five annual lease payments for temporary facilities. The revised fees recommended by the districts may be implemented by the Council by the adoption of the attached resolutions. Exhibits; 1. Letter from Encinitas Union School District dated October 30, 1979. / 2. Letter from San Dieguito Union High School District dated October 29, 1979. 3. Letter from San Marcos Unified School District dated Septem- ber 13, 1979. 4. Memo to City Manager dated November 9, 1979. 5. Resolution No. ^ J 9 7 ^ 9 9 <P and ^jT 999 • Recommendation Adopt Resolution No. ^T 9 9 7 ^f ? 9 f and ^? ?? Council Action: 11-20-79 Council continued the matter. 11-28-79 Council adopted Resolutions No. 5997, 5998 and 5999 Council directed staff to return with a seh edule re release of funds as required by the Municipal Code. Council directed staff to prepare a report regarding specific dollar amounts of administrative fees to be charged for handling funds, and an opinion re City's liability as to releasing or retaining the school fees in view of pending litigation. DATE: NOVEMBER 13, 1979 TO: CITY MANAGER FROM: Assistant to City Manager SUBJECT: SCHOOL FEES Pursuant to the provisions of Government Code Sections 65970, the City Council has adopted Chapter 21.55 of Carlsbad Municipal Code to provide for the dedication of land and the payment of fees for interim school facilities. The 1979 session of the State Legis- lature amended the provisions of the law which allow the City to collect school fees. Those amendments were contained as part of AB-8. In response to that legislation, the Carlsbad City Council amended Chapter 21.55 to bring it in conformance with the new state law. The most significant effect of the legislation is to limit the amount of fees which we can collect to the amount neces- sary to pay five annual lease payments for interim facilities which are now defined as temporary classrooms, not constructed with permanent foundations. Because of this limitation, it was necessary for school districts to recommend new standards for the amount of fees to be collected within their attendance areas lying within the City of Carlsbad. San Marcos Unified School District, San Diequito Union High School District, and Encinitas Union School District have all responded with fee recommendations. In addition, the Encinitas, San Diequito and San Marcos School Districts have all certified that their attendance areas will continue to be overcrowded, along with infor- mation concerning use of fees and are in compliance with the reporting requirements of Chapter 21.55. Carlsbad Unified School District has not declared a condition of overcrowding, and therefore, fees will not be established pursuant to Chapter 21.55 for that district. The Vista Unified School District has declared overcrowding. Vista's resolution of over- crowding and fee recommendation will come before the Council at its next meeting as a separate item. AB-8 was an urgency measure which was signed into law on July 24, 1979 and became immediately effective. The limitation that school fees not exceed five annual lease payments, became operative on that date. The City, therefore, has retained all school fees collected after that date in trust, until new fees are established. After new fees are established, the difference between the amount collected and the new fee will be refunded to developers, and the balance of the trust funds will be available for release to the school districts. Page 2- November 20, 1979 Snhool Fees Chapter 21.55 does not specify a procedure for release of funds but mentions that such funds will be released from time to time, as the City Council may determine. Section 21.55.250 of the Code provides that if two separate school districts operate schools, and in an attendance area where the City Council has concured that overcrowding conditions exist for both school districts, the City Council will enter into an agreement with the governing body of each school district for the purpose of determining the distri- bution of revenues from the fees levied pursuant to Chapter 21.55. A significant amount of funds is beginning to be accumulated in trust for the benefit of school districts, and the school districts are now seeking release of those funds. The staff would recommend that the funds be released to the district on a calendar quarter basis, and if the Council concurs, an agreement memorializing that understanding between the districts and the Council will be prepared. The fee recommendations and a comparison with last year's adopted fees are listed below. Although the amount of fee recommended by each district varies, a logical rationale is advanced by each relating the amount of fee to the needs of the district and to the limits imposed by AB-8. SCHOOL FEES FOR NEW DEVELOPMENTS Fee Adopted New Fee last year Recommended By Council By Districts San Dieguito Unified High School District Single or multiple family, 3 or more bedrooms or equivalent rooms $2,145 $1,481 Single or mult, family, 2 bedrooms or equivalent rooms. $931 $640 Multi-family homes, 1 bedroom or equivalent rooms. $ 347 $ 240 Encinitas Union School District Per bedroom or like room. $400 $410 San Marcos Unified School District Single family dwelling unit, per bedroom to a maximum of $1,188 per dwelling unit. $ 396 $ 396 Attached dwelling units each bedroom. $ 216 $ 216 It is recommended that the Council adopt the fees recommended by the school districts. FRANK N. MANNEN Assistant to the Manager VMM • rrh TY LEVIN - PRESIDENT . LORETTA M. SMITH CLERK MARY LOU SCHULTZ G. RONALD SMITH DONALD E. LINDSTROM SUPERINTENDENT & BOARD SECRETARY Cncmitag Union School district 189 UNION STREET /£. ENCINITAS, CALIFORNIA 92024 ' TELEPHONE 753-1152 .'_r 30 October 1979 CAPRI SCHOOL 941 CAPRI ROAD CENTRAL SCHOOL 185 UNION STREET FLORA VISTA SCHOOL 1690 WANDERING ROAD OCEAN KNOLL SCHOOL 910MELBAROAD PACIFIC VIEW SCHOOL 608 THIRD STREET PARK DALE LANE SCHOOL 2050 PARK DALE LANE J. Wayne Dernetz, City Manager \- City of Carlsbad 1200 Elm Avenue Carlsbad, California 92008 Dear Sir: The Encinitas Union School District has reviewed their cost in providing interim facilities for developments that are contributing to our over- crowding conditions. We see no significant change in our fee structure of four hundred dollars ($400.00) per bedroom. La Costa developments have contributed significantly to our dilemma. These developments are approximately four to five miles from our nearest school. Two of our schools are already substandard in acreage, therefore it is not feasible to place portables on these sites. Another factor that the school district must take into consideration is the cost of transporting these children. The Encinitas Union School District has a ten-acre site in the La Costa area. Our immediate future plan is to place interim modular-type buildings that conform as closely as possible architecturally with the community. These buildings could be moved to other sites. Our future student population projections will be in the east and northeast portion of our district. We have placed five of our six schools on a year-round schedule and we are nearing our capacity on this schedule. Our long range plans are to lease/ purchase the modular portable buildings to attempt to return, if at all possible, to a traditional schedule since the majority of the community would prefer a traditional schedule according to our last survey. Attached is justifiable evidence of our developer fees. Sincerely, DONALD E. LINDSTROM SUPERINTENDENT Warren Roberts Director of Planning bh cc: Donald E. Lindstrom encl. EXCELLENCE IS OUR GOAL TY LEVIN PRESIDENT ®mon fccfjool ® (strict MARY LOU SCHULTZ G.RONALD SMITH DONALD E. LINDSTROM SUPERINTENDENT & BOARD SECRETARY 189 UNION STREET ENCINITAS, CALIFORNIA 92024 TELEPHONE 753-1152 CAPRI SCHOOL 941 CAPRI ROAD FLORA VISTA SCHOOL 1690 WANDERING ROAO OCEAN KNOLL SCHOOL 910MELBAROAD PACIFIC VIEW SCHOOL 608 THIRD STREET PARK DALE LANE SCHOOL 2050 PARK DALE LANE 30 October 1979 J. Wayne Dernetz City Manager City of Carlsbad 1200 Elm Avenue Carlsbad, California 92008 Dear Sir: The Encinitas Union School District has not received any SB201 fees from the City of Carlsbad. The Encinitas Union School District has a Master Plan to place a school on a site in La Costa; this site belongs to the District. This school could be a modular school with a core in the center, or it may be a permanent facility. The decision is still in the exploratory and dis- cussion stage. Sincerely, DONALD E. LINDSTROM SUPERINTENDENT Warren Roberts Director of Planning /bh cc: Donald E. Lindstrom EXCELLENCE IS OUR GOAL o o o o COS.T r OR .PORTAB_LE_AND _SyPIJpRT_SERVI£b_S_ T Portable - $43/ sq. ft. x 940 ' $40,420 Pad preparation __ 650 Walkways "~ 400 Architectural fees 3,500 Furniture and equipment 4,000 Utility hookups 5,000 State/city fees 4,700 Portable restrooms $27360 f 10 = 2736 x 2 5,500 Inflation factor (9%) * ^SjJTS. $69,945 Support services - one unit per ten classrooms Office and lounge - $69,945 -. 10 6,994 Work area/equipment housing 6,995 13% interest on $40,500 First year $5,265 interest + $8,100 principal Second year $4,212 interest + $8,100 principal Third year $3,159 interest + $8,100 principal Fourth year $2,106 interest + $8,100 principal Fifth year $1,053 interest + $8,100 principal Interest 15,795 TOTAL $99,729 $99,728 7 81 three bedroom houses = $1,231 $1,231 j 3 = $410 per bedroom ENCINITAS UNION SCHOOL DISTRICT Resolution No. 7-7980 RESOLUTION RE CONDITIONS OF OVERCROWDING IN SCHOOL ATTENDANCE AREAS On motion of Member SCHULTZ * seconded by Member R. SMITH _» the following resolution is adopted: WHEREAS, for some time past there has been a continuing and sub- stantial increase in population within the boundaries of the Encinitas Union School District to the extent that the school facilities of this district have become overcrowded; and WHEREAS, in the absence of assistance in the form of financial con- tributions or dedications of land from the developers of such new residential developments this district would not have financial resources adequate to pro- vide proper educational facilities for all the children residing in this district; 4and WHEREAS, Chapter 4. 7 (commencing with Section 65970; added by Stats. 1977, Chap. 955), Division 1, Title 7 to the Government Code making provision for financial or other assistance by developers to school districts if the governing board of a school district has made a finding that conditions of overcrowding exist in one or more attendance areas of the district including the specific data specified in Government Code Section 65971; NOW THERE- FORE : IT IS RESOLVED AND DETERMINED that, pursuant to Government Code Section 65971, this governing board makes the following findings: (1) Conditions of overcrowding exist in the following attendance areas of the Encinitas Union School District which will impair the normal functioning of educational programs in those areas: Year-round schools: Capri, Flora Vista, Ocean Knoll, Park Dale Lane. Pacific View - year round at parental request. Traditional school: Central School (2) Reasons for the conditions of overcrowding in the above-mentioned attendance areas include the following: a. An influx of large single and multiple family dwellings by large developers. b. Letters of availability issued to developers for 8800 homes. 3300 have been completed and approximately 5500 are in some process of comple- tion. These homes to be completed represent a potential 1740 students. Survey- A recent survey indicates that 62% of the parents prefer a traditional school over a year round program, 28% prefer year round and 10% was undecided or other. Under policy 1-43 we are not meeting the adequate needs of the com- munity according to the recent survey. (3) All reasonable methods of mitigating conditions of overcrowding have been evaluated and no feasible method for reducing such conditions exists. Mitigation measures considered by the governing board of this dis- trict to reduce the overcrowded conditions include the following: a. Year-round school adopted in four of six schools for overcrowding as per District Policy 6159 requiring return to traditional track when facilities are available. b. Increased class size beyond Board practices from 27:1 to 32:1 teacher contract maximum. c. Passage of a lease/purchase bond was accomplished prior to Proposition 13. d. Portable classrooms through lease/purchase - presently out to bid for an additional unit. e. District maintains open intra-district boundaries to equally distribute student population. (4) The conditions of overcrowding in this District and the explosive population growth projected for this area can only be accommodated by the new schools for the long-term; placement of temporary use buildings/reloca- table structures and busing of .students are stop-gap measures for the near- term only, and in and of themselves do not significantly reduce the condi- tions of overcrowding. Support by developers in the form of financial contributions or dedications of land is necessary in order to try to keep abreast of population growth, and even with such assistance, any significant reduction in the conditions of overcrowding will not occur until additional classroom buildings can be constructed. BE IT FURTHER RESOLVED AND ORDERED that the Secretary of this Board deliver certified copies of this resolution to the city councils and/or Board of Supervisors of all cities and County within whose boundaries the school district lies, together with copies of this District's policy on the subject of developers', subdividers1, and builders' contribu- tions to mitigate impact on school facilities, to indicate the type and scale of assistance considered appropriate to meet the needs of -this District. PASSED AND ADOPTED by the Board of Trustees of the Encinitas __ Union School District of San Diego County, California, this Second day of October , 1979. Members of the Board of Trustees of the Encinitas Union School District. ROLL CALL VOTE: AYES; Members Schultz, L. Smith, R. Smith, Levin NOES: NQNE ABSENT: NONE STATE OF CALIFORNIA) ) ss COUNTY OF SAN DIEGO) I, Loretta M. Smith Clerk of the Board of Trustees of the Encinitas Union School District of San Diego County, California, do hereby certify that the foregoing is a full, true, and correct copy of a resolution adopted by said Board at a Regular Meeting thereof held at its regular place of meeting at the time and by the vote above-stated, which resolution is on file in the office of said Board. _ ^ _Lore'tta/M. Smith, Clerkta 7 3211 BUSINESS - New Construction Financial Assistance from Developers: It is the intent and purpose of this Board in adopting this policy that ade- quate school facilities will be available to meet the needs of students coming from new residential units in the District. This Board finds that increased construction of residential units in the District has and will continue for some time to tax the present school facilities far beyond acceptable limits and that the District is not in a financial position to provide the needed additional facilities concurrent with demand. In order to resolve this situation on an interim basis, it has become necessary for this Board to seek financial assistance from developers prior to commencement of construction of new residential units using all appropriate means. The financial assistance needed by this District is not less than $400. per bedroom or like-type room. Such financial assistance will allow the District to take appropriate steps in attempting to provide adequate facilities for such pupils as needed. Thus, this Board declares that it is the policy of this District to confer with developers concerning the anticipated needs of new residents in such developments in a mutual effort to provide such residents with adequate school facilities concurrent with the requirements. Further the Superintendent of this District is authorized to negotiate agree- ments on behalf of this Board, and subject to ratification by this Board with developers and other owners of land on the terms and conditions set forth in the documents entitled "Secured Agreement between Owner as Developer and Encinitas Union School District" and "Secured Agreement between Owner, Developer, and Encinitas Union School District" respec- tively. ,. ; This policy will undergo annual review by the Board of Trustees to ensure adequate financial contributions from developers. Legal Reference: Education Code 65970- 65978 School facilities (passed 21 Sep 77) Policy Adopted: March 7, 1978 Revised:,.„ March 20, 1979 62S North Vulcan Av*nu* Leucodia. California 92024 714/753-6491 .San. Union Hi<zh School District.October 29, 1979 ° Carlsbad City Council c/o Mr. Ronald C. Packard, Mayor 1200 Elm Avenue Carlsbad, California 92008 Dear Mr. Packard: Enclosed please find the following: Re: Carlsbad City Ordinance No. 9500/ School Faci 1 i ti es 1. Resolution Re: Conditions of Overcrowding in School Attendance Areas in the San Dieguito Union High School District 2. Policy of the San Dieguito Union High School District Re: "Availability of Facilities" that contains a fee schedule to provide relocatable classrooms consistent with Government Code Section 65978 and Section 21.55.250 of the above named ordinance The Board of Trustees thoroughly reviewed the current enrollment situation along with the potential for growth that continues to exist in the San Dieguito area. The Trustees respectfully request that the City Council take the following action: 1. Approve the attached Resolution of Overcrowding 2. Approve the revised fee schedule for providing temporary classrooms 3. Authorize release of developer fees collected by the City since July 24, consistent with the new fee schedule. Additional information is available upon request. Sincerely, lO/juu^ bfs Attachments cc: Mr. Wayne Dernetz, City Manager William A. Berrier Superintendent RESOLUTION RE: CONDITIONS OP-OVERCROWDING .IN SCHOOL ATTENDANCE AREAS On motion of Member Thompson t seconded by Member Sensibaugh , the following resolution is adopted: WHEREAS, for some time past there has been a continuing and substantial increase in population within the boundaries of the San Dieguitp Union High School District to the extent that the school facilities of this district have become overcrowded; and WHEREAS, a very significant proportion of the increase in population in this district results from construction of residential units in new housing developments within the district; and WHEREAS, in the absence of assistance in the form of financial contributions or dedications of land from the developers of such new residential developments this district would not have financial resources adequate to provide proper educa- tional facilities for all the children residing in this district; and . WHEREAS, Chapter 4.7 (commencing with Section 65970; added by Stats. 1977, Chap. 955), Division 1, Title 7 to the Government Code making provision for financial or other assistance by developers to school districts if the governing board of a • . school district has made a finding that conditions of overcrowding exist in one or more attendance areas of the district includina the specific data specified in Government Code Section 65971; NOW, THEREFORE ~ IT IS RESOLVED AND DETERMINED that, pursuant to Government Code Section 65971, this governing board makes the following findings: (1) Conditions of overcrowding exist in the following attendance areas of the San Dieguito Union High School District which will impair the normal functioning of educational programs in those areas: San Dieguito High School - Grades 9-12 Torrey Pines High School - Grades 9-12 Oak Crest Junior High School - Grades 7-8 Earl Warren Junior High School - Grades 7-8 (2) Reasons for the conditions of overcrowding in the above-mentioned attendance <areas include the following: •CURRENT CURRENT CAPACITY ENROLLMENT PERMANENT AND PORTABLE San Dieguito High School 1995 1811 Torrey Pines High School 1953 1734 Oak Crest Junior High School 890 983 Earl Warren Junior High School 725 332 In addition to the students presently enrolled, the County or the responsible City has approved numerous developments in each of the above named attendance areas that have potential for further impacting District schools. The annual increase in student population has averaged approximately 4% per year over the past four years and this rate is expected to continue in the -immediate future. The students currently enrolled, combined with those anticipated from new developments already approved, has resulted in an overcrowded condition at each of the schools listed above. (3) All reasonable methods of mitigating conditions of overcrowding have been evaluated and no feasible method for reducing such conditions exists. Mitigation measures considered by the governing board of this district to reduce the overcrowded conditions include the following: a) The District has entered into agreements with developers who have contributed financial assistance toward the cost of providing temporary use buildings. Other temporary buildings have been financed out of the District's general fund so that each site contains a mix of temporary and permanent facilities. b) District voters approved a bond measure that provided the first phase of a new high school in 1974 that is seriously overcrowded in spite of the addition of sixteen (16) portable classrooms at that site since the fall of 1975. c) Student busing and boundary realignments are not feasible alternatives at the high school level since both of the District's two comprehensive high schools are overcrowded. These alternatives have been implemented at the junior high level; and even so, those campuses are projected to exceed capacity prior to the completion of developments that have been approved by the appropriate governmental body. d) Such alternatives as year-round operation and double sessions have been examined by committees of parents and staff, but have been rejected due to what is considered to be a negative impact on the instructional program. e) The District has no "surplus" real property or "low priority school facilities"; therefore, this is not a feasible alternative for increasing school capacity. f) Following a comprehensive study by a "Facilities Committee", the Board, on June 1, 1978, identified the facilities required to keep pace with District growth. One new junior high school was called for plus additional permanent facilities on each of the District's four existing campuses. Passage of Proposition 13 has made H impossible to finance new school construction through bond issues that are repaid by a tax on property. (4) The conditions of overcrowding is this district and the explosive population growth projected for this area can only be accommodated by the construction of new permanent facilities on existing sites and/or the development of additional sites. The use of additional temporary use buildings/relocatable structures to accommodate future growth on developed District sites is limited to one junior high campus. Support by developers in the form of financial contributions or dedications of land is necessary in order to try to keep abreast of population growth and even with such assistance, any significant reduction in the conditions of overcrowding will be difficult until sufficient funds can be generated to provide additional permanent facilities. RE IT FURTHER RESOLVEr~~iD ORDERFD that the Secretary ^"this Board deliver certified.copies-of this re-^lution to the city councils anu/or the Board of Super- Visors of all cities and County within v/hose boundaries the school district lies together with copies of this District's policy on the subject of developers', subdividers1, and builders' contributions to mitigate impact on school facilities to indicate the type and scale of assistance considered appropriate to meet the needs of this district. PASSED AND ADOPTED by the Governing Board of the San Dieguito Union High School District of San Diego County, California, this 25th day of October , Members of the Governing Board of the San Dieguito Union High School District. NEW CONSTRUCTION 7100 3110 Availability of Facilities It is the goal of the San Dieguito Union High School District Board of Trustees to provide the best possible learning environment for all of the students who live within the boundaries of the San Dieguito Union High School District. In the absence of a method to finance school construction through bond issues, the District will seek alternative solutions to the school housing problems on an interim basis. The District will utilize temporary classrooms along with other alternatives to the maximum extent feasible in order to avoid the requirements to operate on double sessions. The administration and Board of Trustees will explore every legally available avenue to secure funds and/or financial assistance to provide the space needed to maintain a quality educational program. Because a high quality educational program benefits not only students and the community, but also benefits land developers and builders by facilitating the sale of their homes,- it shall be the policy of the Board to include property developers and builders within the class of persons from whom financial and other contributions will be vigor- ously solicited. It will be the policy of the Board of Trustees, within the legal limits of its discretion, to extend cooperation to developers and builders who assist the District in the task of providing interim measures to maintain the high quality of the educa- tional program and such cooperation shall be in the same measure as the assistance provided by the developer. The Superintendent is authorized to prepare administrative regulations that will (a) provide guidelines for determining the availability of school facilities to meet the needs of the projected enrollment and (b) identify the level of developer support required to mitigate conditions of overcrowding in District schools. Among the factors to be considered are: 1. The availability of school facilities to accommodate the projected enrollment. 2. The anticipated impact of proposed development on school enrollment. 3. The timing and certainty of the developer's building plans. 4. The type of school facility needed when conditions of overcrowding exist. 5. The provisions of local building ordinances with regard to residential development. Policy Adopted: December 1, 1977 (effective 12/2/77) 1/1 Revised: September 28, 1978 Revised: October 25, 1979 NEW CONSTRUCTION - — 7100/AR-l 3110/AR-l Availability of Facilities I. Facility Capacity The following factors will be considered in determining the availability of facilities to meet the needs of the projected student population: A. Projected Enrollment The administration will project the enrollment for each campus for the following school year by the beginning of the second semester. The pro- jections will take into consideration such factors as: 1. Enrollment in the feeder elementary districts. 2. Current enrollment at the secondary level. 3. Projected enrollees as a result of new residential units planned for each attendance area. B. Current Capacity The capacity of each campus is determined by the number of students who may be served by the existing facilities. The following factors will be taken into consideration in determining the capacity of a given campus: 1. Number of teaching stations in permanent facilities. 2. Number of teaching stations in temporary facilities. 3. The staffing pattern and level of educational program offered at the school site. C. Maximum Capacity Maximum capacity is deemed to be the greatest number of students who can be provided a quality educational program and school environment on a conventional time schedule. The administration will monitor plant capacity annually and make recommendations to the Board with regard to maximum student enrollment consistent with a proper learning environment. II. School Availability Facilities will be determined to be available at a particular school site if one of the following circumstances exist: A. Current capacity will accommodate the projected enrollment. B. Plant capacity is modified to accommodate the projected enrollment by a procedure acceptable to the Board of Trustees. If the projected enrollment for the school is greater than the current capacity but does not exceed the maximum considered acceptable by the Board of Trustees to maintain a proper learning environment, interim steps are possible with developer or other assistance to increase plant capacity. Administrative Regulation Issued: December 1, 1977 (effective 12/2/77) 1/2 Revised: September 28, 1978 Revised: October 25, 1979 NtW CONSTRUCTION ' • '-" 7100/AR-l•-;"';* 3110/AR-i III. Cooperation with Governmental Agency Responsible for Residential Development The administration is to evaluate the impact of each proposed subdivision, rezone, or special use permit, to determine the impact that will occur on the District's ability to provide adequate school services and facilities for area students. A. Sufficient Capacity - If it can be determined that the capacity of the particular school is sufficient to accommodate the projected enrollment, a letter of availability will be provided to the appropriate governmental agency. IV. Increasing Enrollment Capacity The administration shall explore with developers and others, interim measures to mitigate projected overcrowded conditions in District schools. Developers shall be encouraged to assist the school district to accommodate students pro- jected from new developments through such efforts as the donation of land for school sites or through financial contributions for facilities. Plant capacity will be considered adequate when the developer has entered into a secured agreement with the District to provide assistance acceptable to the Board of Trustees. When such conditions exist, the administration shall provide a letter of availability to the appropriate governmental agency. V. Monitoring System for Developer Contributions Any monies that accrue to the District as a result of agreements with developers shall be placed in a special reserve fund for use in mitigating overcrowded conditions in District schools. A report shall be filed with the appropriate governmental agency that will account for the funds on an annual basis. Administrative Regulation Issued: December 1, 1977 (effective 12/2/77) 2/2 Revised: September 28, 1978 Revised: October 25, 1979 NEW CONSTRUCTION _ „ ATTACHMENT A 7100<;—• 3110 SAN DIEGUITO UNION HIGH SCHOOL DISTRICT STUDENT HOUSING CAPACITY - FALL 1979 I. 9-12 High Schools - Regular Schedule The capacity of a senior high school plant is calculated on a space utilization factor of approximately 85% of the teaching stations at 30 students each. The ability to fully utilize available instructional space depends on such factors as properly balanced classes and a class size average close to the maximum. 1. San Dieguito currently has 71 teaching stations including six physical education classes. 71 x 30 = 2130 x 85% = 1811 2. Torrey Pines has 68 teaching stations including six physical education classes (including lecture hall and I.A. room) 68 x 30 = 2040 x 85% =1734 II. 7-8 Junior Highs - Regular Schedule The capacity of a junior high plant is normally calculated on a utilization factor of 90% with 28 students per teaching station. '• Earl Warren now has 33 teaching stations. 33 x 28 = 924 x 90% = 832 2. Oak Crest now has 39 teaching stations. 39 x 28 = 1092 x 90% = 983 III. Exceeding Capacity - It is possible to exceed projected capacity at both the high school or junior high level by such procedures as: A. Schedule modification - extending the school day to permit more students to take advantage of specialized facilities such as shops and laboratories. . 8. Facility modification - utilization of space not specifically designed for instructional purposes, i.e., faculty lounges, storage areas, etc. While both procedures have been utilized to increase plant capacity, they do not provide an optimum learning environment for students. 9/28/78 1/1 10/25/79 NEW CONSTRUCTION ATTACHMENT C 7100<— 3110 I. ESTIMATED COST OF PORTABLE FACILITIES The cost of providing a portable classroom facility on District property is estimated based on the following factors: Cost of building including carpet, air conditioning, delivery, installation, foundation. (Basis for computation $43.00 per sq. ft. x 960 sq. ft. plus interest for five years.) Grading Fees, architect and others Concrete walkways (1640 x $2 per sq. ft.) Utilities, Electrical Water Gas Sewer Contingency Subtotal Toilet facilities 1,456 sq. ft. per 10 classrooms Resource center 1,960 sq. ft. per 10 classrooms Furniture Lockers Landscaping Total Cost per student (30 students x 85% utilization factor) $57,200 3,000 9,000 3,280 3,000 1,000 1,000 2,000 3,000 82,480 4,104 8,248 3,050 1,683 2,500 $102,065 $ 4,003 3 Br, 4003 2 Br. 4003 1 Br. 4003 Pupil Generation Factor 7-8 .12 .05 .02 Cost 480 200 80 Pupil Generation Factor 9-12 .25 .11 .04 Cost 1001 440 160 Pupil Generation Factor 7-12 .37 .16 .06 Total 7-12 1,481 640 240 10/25/79 VI NEW CONSTRUCTION ATTACHMENT D 7100 < 3110 Explanation of Major Components in Proposed Developers' Fee Schedule Cost of building: Grading: A standard classroom is 960 square feet; the unit cost is based on $43 per square foot. Interest at 13% is also included, since the supplier would be submitting his bid on an amount per year during the lease period. Preparation of a site is required to put the building in place. The school district is usually responsible to prepare the site ready for foundations. Architect fees, etc.: Each building requires architectural service; other fees are required to the State Department of Education, the State Architect, etc. for plan conformance. Engineering services are required for site work and utilities. A building inspector is required during construction. Cement walkways: Utilities: Contingency: A walk ten feet wide surrounding the building has been District standard for recent portables. Cost can only be an estimate since each location is different. Some campuses will require more, some less, than the estimated amounts due to the location of existing available lines. This is an estimate of additional expenses during construction. Toilet facilities: As needed, these would be incorporated on a campus, but are not needed for each building. The estimated amount shown would provide adequate funds to provide these as they are required. The facility could also provide a custodial room and minimum storage. Resource center: Lockers: Landscaping: If the amount shown is collected for each building put in place, the tenth building could also include the lease of a resource center as the required funds would be available for use. This estimate will provide a book locker and a P.E. combination locker for each student. A minimum landscaping could be provided with this estimate to blend the portable building into the existing site. 10/25/79 VI 629 North Vulcan Avenu* Uucodla, California 92024 7U/753-049I Union High School District July 20, 1979 Carlsbad City Council » Mr. Ronald C. Packard, Mayor \/ 1200 Elm Avenue v Carlsbad, California 92008 RE: Carlsbad City Ordinance No. 9500/SB 201 " Dear Mr. Packard: Following is a report submitted to comply with Section 21.55.250 of the above named ordinance: 1. Balance in the account at the end of the previous fiscal year - 0.« 2. Facilities leased, purchased, or constructed during the previous fiscal year - None 3. Which attendance areas will continue to be overcrowded when the fall term begins - All attendance areas in the San Dieguito Union High School District will continue to be overcrowded during the 1979-80 school year. The Board took action in the spring of 1979 to adjust attendance boundaries in order to better equalize enrollment at the two junior high schools in the San Dieguito Union High School District. The District anticipates the overcrowded conditions to continue into the foreseeable future. Additional information is available upon request. Sincerely, William A. Berrier Superintendent bfs 3> San Marcos unified School District 270 San Marcos Boulevard San Marcos, California 92069 Phone: (714) 744-4776 August 1, 1979 Paul D. Bussey City Manager City of Carlsbad 1200 Elm Avenue Carlsbad, CA 92008 The following information is hereby submitted in order to comply with the provisions of Carlsbad City Ordinance 9533, Title 20, Chapter 20.20 and Title 21, Chapter 21.55 relating to School Fee and Land Dedication Ordinance and S.B. 201. Our school district maintains a separate fund for recipts and disbursements of the aforementioned fees. On June 30, 1979 the cash balance in that fund was $82,066.94 of which $9,952.54 was unencumbered. During the 1978-79 fiscal year the District has provided air conditioning in the five relocatables in Woodland Park and partitions to separate classes and provide more classroom space at Woodland Park and the Junior High School. We have purchased two relocatable classrooms for Alvin Dunn School, lease/ purchase three special education relocatables — one at Richland, one at San Marcos Elementary, and one at Alvin Dunn -- and lease/purchase four relocatable classrooms -- three at Richland and one for Alvin Dunn. We have also rented one portable unit at Richland which will be replaced with one of the four relocatables recently bid. The first payment on the lease/purchase classrooms is included in the contract payments for next year. The subsequent four year payments are not at this time budgeted or encumbered. That will have to be provided out of future year budgets. To summarize, we have provided housing for approximately 216 additional students in very acceptable facilities. We have improved the quality of the educational environment for several hundred additional students. The usuage of the funds collected in this district has been carefully monitored and is in full compliance with the letter and intent of Senate Bill 201. The funds have been used only for the provision of interim school facilities. I'ncome to Data 5170,145.00 Expenditures and Reserve: Reserve for contract payments 553,360.73 Air conditioning—Woodland Park 9,550.53 Alvin Dunn relocatablas — complete 70,997.40 Special Ed relocatables excluding - contract payment due in July and reflected in reserve amount above 3,345.53 La Costa Land Appraisal 1,500.00 Rental of Portable and ocher costs 5,298.12 160,552.46 Unencumbered Balance 5 9 ,592.54 At the regular meeting of the Board of Trustees of the San Marcos Unified School District on July 24, 1979 the Board adopted a resolution stating that conditions of overcrowding existed in school attendance areas of the San Marcos Unified School District. If there are any questions regarding this report, please contact David L. Larson, Director of Business Operations at San Marcos Unified School District, 270 San Marcos Boulevard, San Marcos, CA 92069. Sincerely, David L. Larson Director Business Operations San Marcos Unified School District DLL:! RESOLUTION RE CONDITIONS OF OVERCROWDING IN SCHOOL ATTENDANCE AREAS On motion of Member • Ham , seconded by Member Katz , the following resolution is adopted: WHEREAS, for some time past there has been a continuing and substantial increase in population within the boundaries of the San Marcos Unified School District to the extent that the school facilities of this district have become overcrowded; and WHEREAS, a very significant proportion of the increase in population in this district results from construction of residential units in new housing developments within the district; and WHEREAS, in the absence of assistance in the form of financial contributions or dedications of land from the developers of such new residential developments this district would not have financial resources adequate to provide proper educational facilities for all the children residing in this district; and WHEREAS, Chapter 4.7 (commencing with Section 65970; added by Stats. 1977, Chapter 955), Division 1, Title 7 to the Government Code making provision for financial or other assistance by developers to school districts if the governin-g board of a school district has made a finding that conditions of overcrowding exist in one or more attendance areas of the district including the specific data specified in Government Code Section 65971; NOW THEREFORE IT IS RESOLVED AND DETERMINED that, pursuant to Government Code Section 65971, this governing board makes the following findings: (1) Conditions of overcrowding exist in the following attendance areas of the San Marcos Unified School District which will impair the normal functioning of educational programs in those areas: (a) San Marcos High School (2) Reasons for the conditions of overcrowding in the above-mentioned attendance areas include the following: (2) The existing enrollment, the anticipated additional enrollment*, total enrollment, school capacity, and the anticipated enrollment exceeding school capacity for each of the above listed attendance areas is as follows: Present Anticipated Total Capacity Anticipated Enrollment Enrollment * Enrollment of School Excess San Marcos High School Alvin M. Dunn School Rich land School San Marcos School Woodland Park School San Marcos Junior High New Horizons 1294 573 604 590 302 643 67 134 66 95^ 34 31 20 33 1429 644 699 624 833 663 100 1350 695 711 653 838 792 106. 7-9 ' 0 Q 0 0 0 0 * The anticipated additional enrollment is derived front yield factors applied to residential units under construction or approved and awaiting construction. (3) All reasonable methods of mitigating conditions of overcrowding have been evaluated and no feasible method for reducing such conditions exists except (a) below. Mitigation measures considered by the governing board of this district to reduce the overcrowded conditions include the following: (a) Agreements between subdividers and the district whereby temporary use buildings are leased to the school district with funds made available by subdividers. (b) The use of temporary use buildings or relocatable structures. The use of such buildings is a feasible solution to part of the housing needs of the district but they are not suitable for all types of classes, particularly at the secondary level. Mobile home type portable class- rooms are not adequate in size for the average class size of 31 students. Furthermore, the funds to obtain such relocatable classrooms would have to be made available to the district either by agreements with subdividers or by supplemental district financing such as a bond issue. (c) Student busing. Student busing is not a feasible alternative in that there is no space available in other schools of the district to which the students may be transported. Busing students would also require • a considerable added cost to the district for buses and drivers. (d) Double sessions. This is not a feasible alternative in that the instructional time for each sutdent is reduced and students are required to attend school at times of the day that are not most conducive to learning. Double sessions also disrupt the home life of families and cause excessive wear on school facilities. (e) Year-round schools. This is not considered a favorable alternative in that a citizens committee recommended that year round school not be considered as a feasible educational system at this time and the Board of Trustees has found no reason to disagree with this finding. (f) School boundary readjustment. This is not a favorable alternative in that there is not space available in any of the attendance areas of the elementary schools or in the high school attendance area. Boundary readjustments should not be made frequently as they disrupt the identification of students and families with particular school. (cj) Elimination of low priority school facility uses. This is not an alternative in this district inasmuch as there are no low priority facilities. (h) The use of available annual tax rate and bond revenues. The use of available annual tax rate revenues is not a favorable alternative in that the general fund tax revenue is needed to fund the normal operations of the district. There are no available funds from this source to provide facilities for students generated by new housing. The governing board of this district called a bond election for March 7, 1978. That bond election was not successful; therefore, no bond revenues are available to provide some facilities for new students. (1) The use of funds available from the sale of surplus school district real property and other available funds. This is not a feasible alternative in that the district does not have funds available from other sources and does not have surplus real property available to sell. (4) The conditions of overcrowding in this district and the explosive population growth projected for this area can only be accomcdated by new schools for the long-term; placement of temporary use buildings/relocatable structures and busing of students are stop-gap measures for the near-term only and in themselves do not significantly reduce the conditions of overcrowding. Support by developers in the form of financial contributions or dedications of land is necessary in order to try to keep abreast of population growth, and even with such assistance, any significant reduction in the conditions of overcrowding will be difficult until permanent additional classroom buildings can be constructed. BE IT FURTHER RESOLVED AND ORDERED that the Secretary of this Board deliver certified copies of this resolution to the City Councils and/or Board of Supervisors of all cities and County within whose boundaries the school district lies together with the copies of this District's policy on the subject of developers'; subdividers' and builders' contributions to mitigate impact, on school facilities to indicate the type and scale of assistance considered appropriate to meet the needs of this district. PASSED AND ADOPTED by the Governing Board of the c;ar, Ma**™* iinifioH School District of San Diego County, California this ?ath day of ,i,,iv , 1979. Ralph- £. KeF logg Superintendent of Schools and Secretary to the Governing Board Members of the Governing Board of the San Marcos Unified School District San Marcos Unified School District 270 San Marcos Boulevard San Marcos, California 92069 Phone (714) 744-4776 November H, 1978 FEE SCHEDULE. FOR INTERIM FACILITIE5/S.3, 201 Purchase Price Clow quote - 30v x 32v relocatable) Sales Tax Site Preparation, Utilities, Engineering, Walkways Furniture and Equipment Sub Total Plus 10% Inflation Total Cost Per Classroom 10% for Special Education Total Cost Per Student @ 31 Per Classroom $29,250 1,750 5,000 3,500 $39,500 3.950 $43,450 4,345 $47,795 $ 1,542 FEE SCHEDULE 1. Single Family Dwelling Units (.0,77 student generation factor per dwelling unit = $1,188 per dwelling unit] Each bedroom = $396 to a maxium of $1,188 per dwelling unit 2. Attached Dwelling Units CO,28 student generation factor = $432 per dwell ing unit) Each bedroom = $216 3. Lot splits and land subdivisions where no building permit is involved, Per lot - $1,188 (City of Vista only) 4. Retirement homes, convalescent hospitals, industrial, commercial and professional. Mo fae. 1 RATIONALE FOR FEE SCHEDULE FOR INTERIM FACILITIES/S,B. 2012 3 The passage of Proposition 13 removed all existing sources of funds for 4 school facilities except S.B. 201, It is no longer feasible to lease 5 relocatable classrooms and plan on replacing them with permanent buildings 5 at the end of the lease period. This fee schedule, therefore, is based on 7 purchasing standard size relocatable classrooms with appurtenant costs of 8 site preparation, utility connections, engineering, walkways and furniture 9 and equipment. The present cost of a classroom and attached costs is $39,500. 10 11 It is assumed that this fee schedule will be in force for approximately one 12 year. The inflation rate in the construction industry in running 1% per month. 13 Best indications at this point is that this rate will increase in the near T4 future. A modest 10% inflation factor is ,included, 1515 At the present time, 10% of the district's classrooms are devoted to special 17 education classes. This proportion ts increasing markedly due to Federal ]Q legislation requiring programs for all handicapped students by type of handi- 19 cap. The number of additional classrooms needed for special education over 2Q the next two years approximates the number needed for regular students, 2122 The district contract with the teaching personnel calls for a maximum average 23 class size of 31. This has been the practice in the district for some time, 24 Using 31 students per classroom as a divisor, the cost per student is $1542. 25 The student generation factors computed by the San Diego Department of 27 Education for the San Marcos Unified School District are 0.77 students per 23 dwelling unit in single family dwellings and 0.28 for attached dwelling units 2g (apartments, condominiums, etc.}, Accordingly, the cost to house the students 2Q generated per dwelling unit becomes $1,188 for single family units and $432 21 for attached units. 32 33 It is assumed that the average single family dwelling unit in San Marcos has 24 three bedrooms, so the cost per bedroom becomes $396; $1,1-38 per dwelling 'i- j unit - 3 bedrooms per dwelling unit. It is assumed that the average attached ^ dwelling unit has two bedrooms, so the cost per bedroom is $216. The reason ^ for assessing the fee on a per-bedroom basis is that the number of bedrooms ,o has some positive relation to the number of children in the family,oo ^ In some cases it is impossible to determine the number of bedrooms at the 4^ time the fee is assessed. This would be true in a lost split or a sub- 4], division of land, other than a housing tract, in a jurisdiction that assesses 42 the fee at the time of tentative or final tract or parcel map approval even 43 though the fee is not collected until building permits are issued. This 44 would not be a problem in a jurisdiction that assesses the fee at the time 45 building permits are issued.46 47 It is assumed that a lost split or land subdivision will result in single 48 family residences as apartment houses or condominiums generally require 49 larger lots. The fee assessed, therefore, for lot splits or land sub- 50 divisions where the number of bedrooms is not known is the fee for a single 51 family residence ($1,188) per lot.52 53 54 ! 55 j 56 j / /V . /•/•<•>'•' " San Marcos Unified School District 270 San Marcos Boulevard San Marcos, California 92069 Phone: (714) 744-4776 August 20, 1979 City of Carlsbad 1200 Elm Avenue Carlsbad, CA 92008 Re: Recertification of School Overcrowding Conditions Under S.B. 201 - San Marcos Unified School District Please find enclosed an amended REsolution Re Conditions of Overcrowding in the San Marcos Unified School District school attendance areas passed and adopted by the Governing Board of the San Marcos School District on July 24, 1979. Sincerely, David L. Larson Director of Business and Operations San Marcos Unified School District DLL:1 RESOLUTION RE CONDITIONS OF OVERCROWDING IN SCHOOL ATTENDANCE AREAS On motion of Member • Ham , seconded by Member Katz , the following resolution is adopted: WHEREAS, for some time past there has been a continuing and substantial increase in population within the boundaries of the San Marcos Unified School District to the extent that the school facilities of this district have become overcrowded; and WHEREAS, a very significant proportion of the increase in population in this district results from construction of residential units in new housing developments within the district; and WHEREAS, in the absence of assistance in the form of financial contributions or dedications of land from the developers of such new residential developments this district would not have financial resources adequate to provide proper educational facilities for all the children residing in this district; and WHEREAS, Chapter 4.7 (commencing with Section 65970; added by Stats. 1977, Chapter 955), Division 1, Title 7 to the Government Code making provision for financial or other assistance by developers to school districts if the governing board of a school district has made a finding that conditions of overcrowding exist in one or more attendance areas of the district including the specific data specified in Government Code Section 65971; NOW THEREFORE IT IS RESOLVED AND DETERMINED that, pursuant to Government Code Section 65971, this governing board makes the following findings: (1) Conditions of overcrowding exist in the following attendance areas of the San Marcos Unified School District which will impair the normal functioning of educational programs in those areas: (a) San Marcos High School (2) Reasons for the conditions of overcrowding in the above-mentioned attendance areas include the following: (2) The existing enrollment, the anticipated additional enrollment*, total enrollment, school capacity, and the anticipated enrollment exceeding school capacity for each of the above listed attendance areas is as follows: Present Anticipated Total Capacity Anticipated Enrollment Enrollment * Enrollment of School Excess San Marcos High School Alvin M. Dunn School Rich! and School San Marcos School Woodland Park School San Marcos Junior High New Horizons 1294 578 604 590 302 643 67 134 66 95> 34 31 20 33 1 429 644 699 624 833 663 IOC 1350 695 711 653 838 792 106 7-9 0 Q 0 0 0 0 * The anticipated additional enrollment is derived from yield factors applied to residential units under construction or approved and awaiting construction. (3) All reasonable methods of mitigating conditions of overcrowding have been evaluated and no feasible method for reducing such conditions exists except (a) below. Mitigation measures considered by the governing board of this district to reduce the overcrowded conditions include the following: (a) Agreements between subdividers and the district whereby temporary use buildings are leased to the school district with funds made available by subdividers. (b) The use of temporary use buildings or relocatable structures. The use of such buildings is a feasible solution to part of the housing needs of the district but they are not suitable for all types of classes, particularly at the secondary level. Mobile home type portable class- rooms are not adequate in size for the average class size of 31 students. Furthermore, the funds to obtain such relocatable classrooms would have to be made available to the district either by agreements with subdividers or by supplemental district financing such as a bond issue. (c) Student busing. Student busing is not a feasible alternative in that there is no space available in other schools of the district to which the students may be transported. Busing students would also require • a considerable added cost to the district for buses and drivers. (d) Double sessions. This is not a feasible alternative in that the instructional time for each sutdent is reduced and students are required to attend school at times of the day that are not most conducive to learning. Double sessions also disrupt the home life of families and cause excessive wear on school facilities. (e) Year-round schools. This is not considered a favorable alternative in that a citizens committee recommended that year round school not be considered as a feasible educational system at this time and the Board of Trustees has found no reason to disagree with this finding. (f) School boundary readjustment. This is not a favorable alternative in that there is not space available in any of the attendance areas of the elementary schools or in the high school attendance area. Boundary readjustments should not be made frequently as they disrupt the identification of students and families with particular school. (g) Elimination of low priority school facility uses. This is not an alternative in this district inasmuch as there are no low priority facilities. (h) The use of available annual tax rate and bond revenues. The use of available annual tax rate revenues is not a favorable alternative in that the general fund tax revenue is needed to fund the normal operations of the district. There are no available funds from this source to provide facilities for students generated by new housing. The governing board of this district called a bond election for March 7, 1978. That bond election was not successful; therefore, no bond revenues are available to provide some facilities for new students. (1) The use of funds available from the sale of surplus school district real property and other available funds. This is not a feasible alternative in that the district does not have funds available from other sources and does not have surplus real property available to sell . (4) The conditions of overcrowding in this district and the explosive population growth projected for this area can only be accomodated by new schools for the long-term; placement of temporary use buildings/relocatable structures and busing of students are stop-gap measures for the near-term only and in themselves do not significantly reduce the conditions of overcrowding. Support by developers in the form of financial contributions or dedications of land is necessary in order to try to keep abreast of population growth, and even with such assistance, any significant reduction in the conditions of overcrowding will be difficult until permanent additional classroom buildings can be constructed. BE IT FURTHER RESOLVED AND ORDERED that the Secretary of this Board deliver certified copies of this resolution to the City Councils and/or Board of Supervisors of all cities and County within whose boundaries the school district lies together with the copies of this District's policy on the subject of developers'; subdividers' and builders' contributions to mitigate impact, on school facilities to indicate the type and scale of assistance considered appropriate to meet the needs of this district. PASSED AND ADOPTED by the Governing Board of the san Marrng this ?ath day of .ii,iy , 1979. School District of San Diego County, Cal ifornia,g iinifi , Cal if Ralph £. KeTTogg Superintendent of Schools and Secretary to the Governing Board Members of the Governing Board of the San Marcos Unified School District -4- 1 2 3 , REVISING THE AMOUNT OF FEES TO BE REQUIRED AS Ai 4 MENT WITHIN CERTAIN AREAS OF THE SAN MARCOS 5 - WHEREAS, pursuant to Chapter 4.7, Division 1, Title 7 of theo 7 0ibad, California has adopted a School Facilities Dedication ando _iFee Ordinance (Carlsbad Municipal Code Chapter 21.55); and 10 16 17 19 20 21 22 23 24 25 26 27 28 RESOLUTION NO. 5997 A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CARLSBAD, CALIFORNIA, AMENDING RESOLUTION 5580 REVISING THE AMOUNT OF FEES TO BE REQUIRED AS 1 CONDITION OF APPROVAL FOR RESIDENTIAL DEVELOP- MENT WITHIN CERTAIN AREAJ UNIFIED SCHOOL DISTRICT. California Government Code, the City Council of the City of Carls- WHEREAS, Section 21.55.150 of the Carlsbad Municipal Code __ provides that the standards for the amount of fees to be required .. p, pursuant to such ordinance shall be determined by the City Council _„ and set by resolution. The City Council's determination is to be .. . made after consideration of recommendations from the governing board of the affected school district; and WHEREAS, the City Council established standards for the amount of fees to be required pursuant to Chapter 21.55 in Resolution No. 5580; and WHEREAS, amendments to Chapter 4.7, Division 1, Title 7 of the California Government Code and to Chapter 21.55 of the Carlsbad Municipal Code limit the amount of fee that can be required; and WHEREAS, the City of Carlsbad has requested the San"Marcos Unified School District to submit revised fee recommendations; and WHEREAS, the City Council is in receipt of recommendations in regards to revised amount of fees from the San Marcos Unified School District. Their recommendation is attached hereto as Exhibit A, and is made a part hereof; and WHEREAS, the City Council fully considered the matter at the 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 regular meeting of November 20, 1979 at which the City Council determined to concur in the revised standards as recommended by the Board of the San Marcos Unified School District; ' NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Carlsbad as follows: A. That the above recitations are true and correct. B. That the standard for the amount of fees to be required as a condition of approval for residential developments within that portion of the City of Carlsbad, which is also within the boundaries of the San Marcos Unified School District, shall be as contained in Exhibit A. C. This determination is based upon the City Council's concurrence in the recommendations made by the Governing Board of the San Marcos Unified School District, including the facts support- ing such recommendations as contained in Exhibit A. D. Unless the decision-making body especially determines to the contrary, the City Council hereby determines that the following findings and requirements shall apply to any residential develop- ment of fifty units or less: 1. All such developments shall be required to pay fees in accordance with the schedule in Exhibit A. 2. The City Council has reviewed that portion of the General Plan which applies to the San Marcos Unified School District and finds that it provides for the location of public schools. 3. That the fees to be paid shall be used for the purpose of providing interim school facilities. 4. That the fees to be paid for each unit bear a reasonable relationship to the burdens placed on the School District by such unit and that the fees will be used to mitigate that burden. 5. That the school facilities to be funded by the fees are -2- 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 consistent with the City's General Plan. E. The standards adopted by this resolution do not at this time require the dedication of land. The San Marcos Unified School District is developing standards regarding such dedications. When the District is prepared to make their recommendation in that regard, the City Council intends to amend this resolution to include provisions for requiring the dedication of land as they determine to be in the public interests. and adjourned PASSED, APPROVED AND ADOPTED at 2ac/regular meeting of the City Council of the City of Carlsbad, California, held on the 28th Day Of November , 1979 by the following vote, to wit: AYES: Mayor Packard, Councilman Skotnicki, Lewis, Anear; and NOES: None ABSENT: Councilwoman Casler RONALD C. PACKARD, Mayor ATTEST: ALETHA L. RAUTENKRANZ, City Cjlerk (SEAL) ' • • . EXHIB" "A to Resolution No. 5997 3 RATIONALE FOR FEE SCHEDULE FOR INTERIMTACILITIES/S,B. 201'•2-. ~ ; : : 3 The passage of Proposition 13 removed all existing sources of funds for 4 school facilities except S,B, 201, It is no longer feasible to lease 5 relocatable classrooms and plan on replacing them with permanent buildings 6 at the end of the lease period. This fee schedule, therefore, is based on 7 purchasing standard size relocatable classrooms with appurtenant costs of 8 site preparation, utility connections, engineering, walkways and furniture 9 and equipment. The present cost of a classroom and attached costs is $39,500. 10 11 It is assumed that this fee schedule will be in force for approximately one 12 year. The inflation rate in the construction industry in running 1% per month. 13 Best indications at this point is that this rate will increase in the near 14 future. A modest 10% inflation factor is .included, 1516 At the present time, 10% of the district's classrooms are devoted to special 17 education classes. This proportion is increasing markedly due to Federal 18 legislation requiring programs for all handicapped students by type of handi- 19 cap. The number of additional classrooms needed for special education over 2Q the next two years approximates the number needed for regular students. 2122 The district contract with the teaching personnel calls for a maximum average 23 class size of 31. This has been the practice in the district for some time, 24 Using 31 students per classroom as a divisor, the cost per student is $1542. 2525 The student generation factors computed by the San Diego Department of 27 Education for the San Marcos Unified School District are 0.77 students per 2Q dwelling unit in single family dwellings and 0.28 for attached dwelling units 2g (apartments, condominiums, etc.), Accordingly, the cost to house the students 2Q generated per dwelling unit becomes $1,188 for single family units and $432 21 for attached units. 3222 It is assumed that the average single family dwelling unit in San Marcos has 24 three bedrooms, so the cost per bedroom becomes $396; $1,188 per dwelling ^ unit - 3 bedrooms per dwelling unit. It is assumed that the average attached. ^ dwelling unit has two bedrooms, so the cost per bedroom is $216. The reason ^ for assessing the fee on a per-bedroom basis is that the number of bedrooms ^o has some positive relation to the number of children in the family,Jo ^ In some cases it is impossible to determine the number of bedrooms at the 49 time the fee is assessed. This would be true in a lost split or a sub- 41 division of land, other than a housing tract, in a jurisdiction that assesses 42 the fee at the time of tentative or final tract or parcel map approval even 43 though the fee is not collected until Building permits are issued. This 44 would not be a problem in a jurisdiction that assesses the fee at the time 45 building permits are issued.46 47 it is assumed that a lost split or land subdivision will result in single 48 family residences as apartment houses or condominiums generally require 49 larger lots. The fee assessed, therefore, for lot splits or land sub- 50 divisions where the number of bedrooms is not known is the fee for a single 51 family residence (.$1,188). per lot, 53 54 55 56 San Marcos Unified School District 270 San Marcos Boulevard San Marcos, California 92069 Phone: (714) 744-4776 November 14, 1978 FEE SCHEDULE. FOR INTERIM FACILITIES/S.B, 201 Purchase Price Clow quote - 30* x 321- relocatable) Sales Tax Site Preparation, Utilities, Engineering, Walkways Furniture and Equipment Sub Total Plus 10% Inflation Total Cost Per Classroom 10% for Special Education Total Cost Per Student @ 31 Per Classroom $29,250 1,750 5,000 3,500 $39,500 3,950 $43,450 4,345 $47,795 $ 1,542 FEE SCHEDULE 1. Single family Dwelling Units (.0,77 student generation factor per dwelling unit = $1,188 per dwelling unit] Each bedroom = $396 to a maxium of $1,188 per dwelling unit 2. Attached Dwelling Units CO,28 student generation factor = $432 per dwell ing unit) Each bedroom = $216 3. Lot splits and land subdivisions where no building permit is involved, Per lot - $1,188 (City of Vista only) 4. Retirement homes, convalescent hospitals, industrial, commercial and professional. No fee. San Marcof ~* Jnified School District 270 San Marcos Boulevard San Marcos, California 92069 Phone:(714)744-4776 September 13, 1979 Paul D. Bussey City Manager City of Carlsbad 1200 Elm Avenue Carlsbad, CA 92008 Dear Mr. Bussey: Please be advised that the payment of fees for interim school facilities for the San Marcos Unified School District is based on a five year lease/purchase. The enclosed fee schedules are the San Marcos Unified School District suggestions as to collecting of S.B. 201 funds for the coming year. Sincerely, David L. Larson Director of Business and Operations San Marcos Unified School District. 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 RESOLUTION NO.5998 A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CARLSBAD, CALIFORNIA, AMENDING RESOLUTION 5580 REVISING THE AMOUNT OF FEES TO BE REQUIRED AS A CONDITION OF APPROVAL FOR RESIDENTIAL DEVELOP- MENT WITHIN CERTAIN AREAS OF THE SAN DIEGUITO UNI3S HIGH SCHOOL DISTRICT. WHEREAS, pursuant to Chapter 4.7, Division 1, Title 7 of the California Government Code, the City Council of the City of Carls- bad, California has adopted a School Facilities Dedication and Fee Ordinance (Carlsbad Municipal Code Chapter 21.55); and WHEREAS, Section 21.55.150 of the Carlsbad Municipal Code provides that the standards for the amount of fees to be required pursuant to such ordinance shall be determined by the City Council and set by resolution. The City Council's determination is to be made after consideration of recommendations from the governing board of the affected school district; and WHEREAS, the City Council established standards for the amount of fees to be required pursuant to Chapter 21.55 in Resolution No. 5580; and WHEREAS, amendments to Chapter 4.7, Division 1, Title 7 of the California Government Code and to Chapter 21.55 of the Carlsbad Municipal Code limit the amount of fee that can be required; and WHEREAS, the City of Carlsbad has requested the San Dieguito Union High School District to submit revised fee recommendations; and WHEREAS, the City Council is in receipt of recommendations in regards to revised amount of fees from the San Dieguito Union High School District. Their recommendation is attached hereto as Exhibit A, and is made a part hereof; and 7 8 10 11 12 13 14 15 16 17 18 19 20 21 23 24 25 27 28 WHEREAS, the City Council fully considered the matter at the regular meeting of November 20, 1979 at which the City Council determined to concur in the revised standards as recommended by the Board of the San Dieguito Union High School District; • NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Carlsbad as follows: A. That the above recitations are true and correct. B. That the standard for the amount of fees to be required as a condition of approval for residential developments within that portion of the City of Carlsbad, which is also within the [boundaries of the San Dieguito Union High School District, shall be as contained in Exhibit A. C. This determination is based upon the City Council's concurrence in the recommendations made by the Governing Board of the San Dieguito Union High School District, including the facts supporting such recommendations as contained in Exhibit A. D. Unless the decision-making body especially determines to the contrary, the City Council hereby determines that the following findings and requirements shall apply to any residential develop- ment of fifty units or less: 1. All such developments shall be required to pay fees in accordance with the schedule in Exhibit A.22 2. The City Council has reviewed that portion of the General Plan which applies to the San Dieguito Union High School District and finds that it provides for the location of public schools. That the fees to be paid shall be used for the purpose of providing interim school facilities.26 That the fees to be paid for each unit bear a reasonable relationship to the burdens placed on the School District by such unit and that the fees will be used to mitigate that burden. -2- 1 9 5. That the school facilities to be funded by the fees are consistent with the City's General Plan. 2, E. The standards adopted by this resolution do not at this 3 time require the dedication of land. The San Dieguito Union High 4 School District is developing standards regarding such dedications. 5 {When the District is prepared to make their recommendation in that 6 regard, the City Council intends to amend this resolution to 7 [include provisions for requiring the dedication of land as they 8 determine to be in the public interests.adjourned PASSED, APPROVED AND ADOPTED at 3gc/regular meeting of the 10 Council of the City of Carlsbad,California, held on the 28th Day of November , 1979 by the following vote, to AYES: Mayor Packard, Councilmen Skotnicki, Lewis, Anear; and 12 13 14 NOES: None 15 ABSENT:16 17 18 19 20 ATTEST: Councilwoman Casler 21 22 RONALD C. PACKARD JL.• ALETHA L. RAUTENKRANZ, City CjLerk&o 24 25 26 27 28 NEW CONSTRUCTION ATTACHMENT C 7100<— 3110 EXHIBIT A To Resolution No.5998 I. ESTIMATED COST OF PORTABLE FACILITIES The cost of providing a portable classroom facility on District property is estimated based on the following factors: , Cost of building including carpet, air conditioning, delivery, installation, foundation. (Basis for computation $43.00 per sq. ft. x 960 sq. ft. plus interest for five years.) Grading . Fees, architect and others Concrete walkways (1640 x $2 per sq. ft.) Utilities, Electrical x Water Gas Sewer Contingency - Subtotal Toilet facilities 1,456 sq. ft. per 10 classrooms Resource center 1,960 sq. ft. per 10 classrooms Furniture Lockers Landscaping Total Cost per student (30 students x 85% utilization factor) .$57,200 3,000 9,000 3,280 3,000 1,000 1,000 2,000 3.000 82,480 4,104 8,248 3,050 1,683 2,500 $102,065 $ 4,003 . 3 Br. 4003 2 Br. 4003 1 Br. 4003 Pupil Generation • Factor 7-8 .12 .05 .02 Cost 480 200 80 Pupil Generation Factor 9-12 .25 .11 .04 Cost 1001 440 160 Pupil Generation Factor 7-12 .37 .16 ' .06 . Total 7-12 1,481 640 240 10/25/79 VI NEW CONSTRUCTION ATTACHMENT D 7100<= 3110 Explanation of Major Components in Proposed Developers' Fee Schedule Cost of building: A standard classroom is 960 square feet; the unit cost is based on $43 per square foot. Interest at ~\Z% is also included, since the supplier would be submitting his bid on • -an amount per year during the lease period. Grading:Preparation of a site is required to put the building in place. The school district is usually responsible to prepare the site ready for foundations. Architect fees, etc.: Each building requires architectural service; other fees are required to the State Department of Education, the State Architect, etc. for plan conformance. Engineering services are required for site work and utilities. A building inspector is required during construction. Cement walkways: Utilities: Contingency: A walk ten feet wide surrounding the building has been District standard for recent portables. Cost can only be an estimate since each location is different. Some campuses will require more, some less, than the estimated amounts due to the location of existing available lines. This is an estimate of additional expenses during construction. Toilet facilities: As needed, these would be incorporated on a campus, but are not needed for each building. The estimated amount shown would provide adequate funds to provide these as they are required. The facility could also provide a custodial room and minimum storage. Resource center: Lockers: Landscaping: If the amount shown is collected for each building put in place, the tenth building could also include the lease of a resource center as the required funds would be available for use. This estimate will provide a book locker and a P.E. combination locker for each student. A minimum landscaping could be provided with this estimate to blend the portable building into the existing site. 10/25/79 VI 1 2 3 4 SCHOOL DISTRICT. 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 RESOLUTION NO. 5999 A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CARLSBAD, CALIFORNIA, AMENDING RESOLUTION 5580 REVISING THE AMOUNT OF FEES TO BE REQUIRED AS A CONDITION OF APPROVAL FOR RESIDENTIAL DEVELOP- MENT WITHIN CERTAIN AREAS OF THE ENCINITAS UNION WHEREAS, pursuant to Chapter 4.7, Division 1, Title 7 of the California Government Code, the City Council of the City of Carls- bad, California has adopted a School Facilities Dedication and Fee Ordinance (Carlsbad Municipal Code Chapter 21.55); and WHEREAS, Section 21.55.150 of the Carlsbad Municipal Code provides that the standards for the amount of fees to be required pursuant to such ordinance shall be determined by the City Council and set by resolution. The City Council's determination is to be made after consideration of recommendations from the governing board of the affected school district; and WHEREAS, the City Council established standards for the amount of fees to be required pursuant to Chapter 21.55 in Resolution No. 5580; and WHEREAS, amendments to Chapter 4.7, Division 1, Title 7 of the California Government Code and to Chapter 21.55 of the Carlsbad Municipal Code limit the amount of fee that can be required; and WHEREAS, the City of Carlsbad has requested the Encinitas Union School District to submit revised fee recommendations; and WHEREAS, the City Council is in receipt of recommendations in regards to revised amount of fees from the Encinitas Union School District. Their recommendation is attached hereto as Exhibit A, and is made a part hereof; and WHEREAS, the City Council fully considered the matter at the 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 regular meeting of November 20, 1979 at which the City Council determined to concur in the revised standards as recommended by the Board of the Encinitas Union School District; H NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Carlsbad as follows: A. That the above recitations are true and correct. B. That the standard for the amount of fees to be required as a condition of approval for residential developments within that portion of the City of Carlsbad, which is also within the boundaries of the Encinitas Union School District, shall be as contained in Exhibit A. C. This determination is based upon the City Council's concurrence in the recommendations made by the Governing Board of the Encinitas Union School District, including the facts support- ing such recommendations as contained in Exhibit A. D. Unless the decision-making body especially determines to the contrary, the City Council hereby determines that the following findings and requirements shall apply to any residential develop- ment of fifty units or less: 1. All such developments shall be required to pay fees in accordance with the schedule in Exhibit A. 2. The City Council has reviewed that portion of the General Plan which applies to the Encinitas Union School District and finds that it provides for the location of public schools. 3. That the fees to be paid shall be used for the purpose of providing interim school facilities. 4. That the fees to be paid for each unit bear a reasonable relationship to the burdens placed on the School District by such unit and that the fees will be used to mitigate that burden. 5. That the school facilities to be funded by the fees are —2— 23 24 25 26 27 28 consistent with the City's General Plan. E. The standards adopted by this resolution do not at this time require the dedication of land. The Encinitas Union School District is developing standards regarding such dedications. When the District is prepared to make their recommendation in that regard, the City Council intends to amend this resolution to include provisions for requiring the dedication of land as they determine to be in the public interests. adj ourned PASSED, APPROVED AND ADOPTED atx&/regular meeting of the City Council of the City of Carlsbad, California, held on the 28th day of November 19?9 -by the following vote, to 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 BONALD C. PACKARD, Mayor 18 ,ATTEST: 19 20 21 i ALETHA L.~ RAUTENKRANZ, City (+>(*f it: AYES: Mayor Packard, Councilmen Skotnicki, Lewis, Anear; and Councilwoman Casler NOES: None ABSENT: /^cnA /* - v\ Q (SEAL) -3- , TY LEVIN PRESIDENT LORETTA M. SMITH • O.ERK MARY LOU SCHULTZ G. RONALD SMITH DONALD E. LINDSTROM SUPERINTENDENT & BOARD SECRETARY Crainitag Union &ef)0oi Bisrrict 189 UNION STREET ENCINITAS. CALIFORNIA 92024 TELEPHONE 753-1152 EXHIBIT A to Resolution No, CAPRI SCHOOL 941 CAPRI ROAD CENTRAL SCHOOL 185 UNION STREET FLORA VISTA SCHOOL 169O WANDERING ROAO OCEAN KNOLL SCHOOL 910MELBAROAD PACIFIC VIEW SCHOOL 608 THIRD STREET PARK DALE LANE SCHOOL 205O PARK DALE LANE 5999 November 14, 1979 To Whom It May Concern: The following is an excerpt from the Minutes of a Regular Meeting of the Board of Trustees of the Encinitas Union School District held on Tuesday, November 13, 1979: Be it resolved that the Board of Trustees of the Encinitas Union School District does hereby approve the above (attached) justification for setting of developers' fees, on motion by Ronald Smith, seconded by Loretta Smith, and unanimously carried. I hereby certify the above to be a true and correct copy of the Minutes as indicated. Donald E. and Board Secretary uperiritendent EXCELLENCE IS OUR GOAL 3.5 Resolution .in Support of Developers' Fees BACKGROUND: The Encinitas Union School District notified the San Diego County Board of Supervisors in February, 1978, of a fee structure to be charged developers. The fee structure was based on information available at the time. The fee established was $400./bedroom or like-room and reflected the cost of a perma- nent school facility in 1978. As a result of A.B.-8, it is necessary that the District evaluate its fee structure in accordance with the cost of portable school structures. Administrators from Cardiff, Encinitas, San Dieguito High School and Solana Beach met on three occasions to discuss the situation. As a result of their efforts, the following information was pre- pared by Mr. Roberts for Encinitas. PORTABLE Cost of building, including carpeting, air conditioning, delivery, installa- tion: (90 sq.ft. @ $43./sq.ft.) $ 40,420. Pad preparation 650. Cement walkways 400. Architectural, State, County, Engineer- ing, and other fees 8,200. Furniture and equipment 4,000. Utility hook-ups 5,000. Restroom facilities ($27,360. (rental) -r 10 (units) = $2,736. x 2 (facilities) 5,500. Inflation factor (9%) 5,775. TOTAL $ 69,945. Support services (one unit per ten class- rooms) - Lounge - Resource Center ($69,945. -r 10) 6,994. - Work area - equipment housing 6,994. 13% interest on 5-year lease 15,795. Yr.l $8,100. prin. + $5,265. int. " " + 4,212. " " " + 3,159. "11 " + 2,106. " . " " + 1,053. " GRAND TOTAL $ 99,725. $99,725. -r 81 3-bedroom houses = $1,231. $1,231. t 3 (average no. of bedrooms) = $ 401,/bdrm. Current District developer's fee: $400./bdrm. (See attached schedules from Cardiff, San Dieguito High School, and Solana Beach for comparisons. Agenda No. 3.5 November 13, 1979 3.5 Resolution in Support of Developers' Fees, Continued RECOMMENDATION: The Superintendent recommends the following: RESOLUTION: Be it resolved that the Board of Trustees of the Encinitas Union School District does hereby approve the above justification for setting of developers' fees. Agenda No. 3.5 November 13, 1979