HomeMy WebLinkAbout1983-09-06; City Council; 6079-10; Request to raise school fees in San MarcosCITY F CARLSBAD - AGENDA ILL
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MTQ. 9/6/83
DEPT. CM
REQUEST TO RAISE SCHOOL FEES IN
THE SAN MARCOS SCHOOL DISTRICT
DEPT.
CITY
CITY MGR
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RECOMMENDED ACTION:
Adopt Resolution No.
School District.
ITEM EXPLANATION
7334 raising school fees in the San Marcos
The San Marcos School District has submitted a letter requesting
revision of school fees. The District has recertified overcrowding
in certain of its attendance areas. Not all attendance areas in
the District are overcrowded. However, two schools that have
district wide attendance areas, San Marcos Junior and San Marcos
Senior High Schools, continue to be overcrowded. Therefore, the
District is requesting that school fees collected from developers,
pursuant to SB 201 and Chapter 21.55 of the Municipal Code, be
increased 2.3%. The fee increase is summarized as follows:
Present Fee Revised Fee
Single Family Dwelling
1 bedroom
2 bedrooms
3 bedrooms or more
Attached Family Dwelling Units
1 bedroom
2 bedrooms or more
Family Mobile Home Parks
1 bedroom
2 bedrooms
Single Family Mobile Home/single lot
1
2
bedroom
bedrooms
Adult Mobile Home Parks
Per space
564
1128
1692
308
616
564
1128
564
1128
374
577
1154
1731
315
630
577
1154
577
1154
383
The present fees became effective October 1, 1982. The Municipal
Code allows the Council to adjust fees from time to time by Resolution.
The revised fees will become effective October 1, 1983.
The District has also submitted a report on how school fees have been
used to relieve overcrowding and a statement concerning receipts and
disbursements of the fees during the 1982-83 fiscal year (Exhibit 2).
FISCAL IMPACT;
No direct fiscal impact on the City.
EXHIBITS;
1. Letter from San Marcos School District dated August 1, 1983
recertifying overcrowding conditions in the District.
Agenda Bill #
Page 2
EXHIBITS, Continued
2. Letter from San Marcos School District dated August 1, 1983
regarding use of school fees.
3. Resolution No.
- EXHIBIT 1
Son Marcos Unified School District
270 San Marcos Blvd., San Marcos, California 92069-2797 619-744-4776
August 1, 1983
Clerk
City of Carlsbad
1200 Elm Avenue
Carlsbad, California 92008
Re: Recertification of School Overcrowding Conditions
Under SB 201 and Carlsbad Municipal Code Section 21.55.120
San Marcos Unified School District
This letter is to comply with the requirements of Government Code Section
65970 et. seq. and Carlsbad Municipal Code Section 21.55 et seq. by
certifying that the conditions of overcrowding of some of the schools of
the San Marcos Unified School District continues. The schools of the
District which are overcrowded are as follows:
a) San Marcos High School
b) San Marcos Junior High School
c) San Marcos Elementary School
d) Woodland Park Elementary School
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 Unified School District on
July 25, 1983.
The Governing Board proposes to utilize voluntary secured agreements between
the School District and developer and asks that the City of Carlsbad consider
the District's letter as a request pursuant to Section 21.55.120 of the
Carlsbad Municipal Code and that the City make a finding of overriding
considerations and not require payment of SB 201 fees as a condition of
approval of the project except for those developments in progress prior to
July 1, 1982.
C. torbirf
Business Manager
RCC:LG
Enclosure
cc: Dr. Streshly
Resolution No. 83-02
RESOLUTION RE CONDITIONS
OF OVERCROWDING
IN SCHOOL ATTENDANCE AREAS
Man's
On a motion of Member Katz
the following resolution is adopted:
seconded by Member
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; and
WHEREAS, the Board proposes to utilize voluntary secured agreements between
the school district and developers to provide for the mitigation of overcrowding; and
WHEREAS, the Board will notify the Cities, by letter, of the existence of
agreements satisfactory to the district; and
WHEREAS, the Board asks that the City of Carlsbad consider the district's
letter as a request pursuant to Section 21.55.120 of the Carlsbad Municipal Code and
that the City make a finding of overriding considerations and not require the payment
of SB 201 fees as a condition of approval of the project; and
WHEREAS, the Board asks that the City of San Marcos consider the district's
letter as a request pursuant to San Marcos City Ordinance 78-453 et seq. and that the
City make a finding of overriding considerations and not require the payment of SB 201
fees as a condition of approval of the project in those facility planning areas which
are part of the Public Facilities Element approved by the San Marcos City Council
October 27, 1982, Resolution Mo. 81-1624; MOW THEREFORE
IT IS RESOLVED AND DETERMINED that 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:
0)a) San Marcos High School
b) San Marcos Junior High School
c) San Marcos Elementary School
d) Woodland Park Elementary School
Pago 2
(?.) Reasons ...? the conditions of overcrowc g in the above-
mentioned attendance areas include the following:
(a) The? existing enrollment, the anticipated additional
enrollment, total enrollment, school capacity, and the antici-
pated enrollment exceeding school capacity for each of the above
listed attendance areas is as follows:
CBEDS . Anticipated Total Capacity of Anticipated
Enrollment Enrollment 'Enrol 1 ment School *'* ' \ Txcess
San Karcos 1433 147 - 1586 1380 206
High School
New Horizons .109 21 130 1.30 0
San Marcos 908 61 969 825 144
Junior High
Alvin Dunn 649 - 38 687 747 0
School . - .'.•'..
Richland 712 -42 '670 760 0
School
San .Marcos 647 • 17 664 66° 4
Elementary .
Woodland ' 844 " 80 ' 924 829 95
Park School .
. -.(3) All reasonable methods of mitigating conditions of over-
crowding have been evaluated and no feasible method for reducing such con-
ditions exists except (a) belov/. 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 classrooms are not adequate in size for the average
. * class size of 31 students. Furthermore, the funds to obtain sucn
•• ". • 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 alter-
native in that it would require considerable added cost to the district.. for buser and drivers.
** Capacity includes Emergency Classroom relocatables leased from State of California.
Page 3
(d) Double sessions. This is not a feasible alternative in
that the instructional time for each student 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 boundary adjustments should not be made frequently
as they disrupt the identification of students and families with a
particular school.
Cgl Elimination of low priority school facility uses. This
ts not an alternative in this district in-as-much as there are no
low priority facilities.
Ch). With the advent of Proposition 13, the local tax rate is
severely -limited and unable to support the regular district operations.
To divert any of the operating funds of the district to housing would
severely curtail the district's ability to provide a quality
education,
-_ " The Governing Board of this district called a bond election
' "March 7, 1978; it failed to pass. Proposition 13 requires 2/3 of the
qualified electors to pass a bond issue. This would be impossible to
achieve,
01 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 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 students are stop-gap measures for the near-term only and in and of
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 conditions of overcrowding will
be difficult until permanent additional classroom buildings can be constructed.
_ Page 4
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 distirct lies together with copies of this district's policy on the
subject of developers', subdividers', 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 _
School District of San Diego County, California, this 25th
San Marcos Unified
day of July 1983
Secretary -to -the
Governing Board
Members of the Governing Board of the
San Marcos Unified School District
EXHIBIT 2
San Marcos Unified School District
270 San Marcos Blvd., San Marcos, California 92069-2797 619-744-4776
August 1, 1983
Clerk
City of Carlsbad
1200 Elm Avenue
Carlsbad CA 92008
Re: SB201
School Fees and Land Dedication Ordinance
The following information is hereby submitted in order to comply with the provi-
sions of SB 201, which relate to School Fees and Land Dedication.
Our school district maintains a separate fund for receipts and disbursements of
the aforementioned fees. On June 30, 1983 the cash balance in that fund was
$238,648.00- Income and disbursements for expenditures are summarized on the
enclosed supplement, which also projects estimated expenditures for the next two
years based on existing obligations. No attempt has been made to forecast income.
Detailed records of actual sources of income by payor are maintained in the
school district office as received from the various agencies collecting the fees
on behalf of the district. Similarly, detailed records of expenditures are on
file and available for audit.
During the 1982-83 fiscal year an additional eleven relocatable trailer class-
rooms were leased. In addition site preparation, furnishings and equipment
for those trailer classrooms were funded by SB 201 monies. Relocatable class-
rooms were located at Alvin Dunn Elementary School (4), San Marcos Elementary
School (1), San Marcos Junior High School (5), and San Marcos High School (1).
Sincj&ieely
..
Richard C. Corbin
Business Manager
RCC:LG
cc: Dr. Streshly
SAN MARCOS UNIFIED SCHOOL DISTRICT
SUPPLEMENT TO ANNUAL REPORT OF SB 201 DEVELOPERS FEES
COLLECTED AND DISBURSED.THROUGH JUNE 30, 1983
Fiscal year runs from July 1 through June 30
Fund Balance - June 30, 1982
Adjustment to Liabilities Payments
Beginning Balance - July 1, 1982
Income Disbursements Balance
222,762
52
222,814
INCOME 1982-83
Local Income
Transfers
Interest Income
$ 178,887
21,564
33,141 !233,592
EXPENDITURES 1982-83
Salaries, Building Inspection
Benefits
Lease/Purchase Buildings
Buildings
Furnishings and Equipment
ENDING FUND BALANCE - June 30, 1983
1983-84 Contract Obligations (Encumbrances) Estimated
1983-84 Encumbrances
Estimated Liability at year-end 1984
0
0
124,986
92,283
489 217,758
$ 238,648
448,648
150,000
$ ( 360,000 )
All cash and checks received for deposit from various agencies
Incoming transfers from San Diego County Department of Planning and Land Use
Projections
3211
BUSINESS
New Construction
Financial Assistance from Developers
It is the intent and purpose of the Board in adopting this policy
that adequate school facilities shall be available to meet the
needs of students coming from all residential units in the District.
The District's commitments to completed and future dwelling units,
secured by agreements, have taxed District facilities beyond ac-
ceptable limits.
Financial assistance will be established annually on a per bedroom
or like room basis for all units. In an effort to meet needs
caused by changing conditions, the administration will continually
enter negotiations to bring all developments into compliance with
the fee. Agreements with developers will be made so that the
agreed fee is paid in such manner as to have facilities available
when students arrive.
During the base year of 1980, the fee is $400. per bedroom or like
room. All agreements shall include an inflation factor based on
the Engineering News Record Index (ENRI) for Southern California
which will be applied at execution of the agreement. The formula
for making the adjustment is:
Current ENRI - Beginning ENRI = Difference — Beginning
ENRI - Percent Increase + 1 X Current Fee ='New Fee
The adjustment will be applied by Board resolution in August of
each year. It shall use the 1980 figure as base with compounding
of annual inflation factor. Further, subject to ratification by
this Board, the Superintendent of this District is authorized to
negotiate with developers and land owners, and to enter into agree-
ments on behalf of this Board according to terms and conditions set
forth in the documents entitled "Security Agreements Between Owner,
Developer, and Encinitas Union School District," and "Secured Agree-
ment Between Owner as Developer and Encinitas Union School District"
respectively.
This policy, and accounting of dwelling units covered by agreements
will be received in March and August of each year at the first
Board meeting of the month.
Policy
Adopted: March 7, 1978
Revised: September 21, 1982
EXHIBIT 1
ENCINITAS UNION SCHOOL DISTRICT
189 UNION STREET
ENCINITAS, CALIFORNIA 92024
AREA CODE 619 753-1152
BOARD OF TRUSTEES
Norman L. Maclntyre, President
Anthony J. Brandenburg, Clerk
Ronald A. Countryman, Member
Mary Jo Nortman, Member
Sandra Schultz, Member
Donald E. Lindstrom, Superintendent
and Board Secretary
"Excellence Is Our Goal"
July 22, 1983
Mr. Frank Manner
Assistant City Manager
City of Carl sbad
1200 Elm Avenue
Carlsbad. CA 92008
Dear Mr. Mannen :
This is to inform you that on July 21, 1983, the Board of
Trustees of this District approved a six percent increase
in the 1983-84 school fees. This raises the fee from $500
to $530 per bedroom, or like room. The increase is based
on the Cost of Living Index as published in the June 30, 1983
issue of the ENGINEERING NEWS-RECORD. Such has been the
Board's policy for
in writing, of the
the past several years
City Council action on
Please notify
this matter.
us
It seems an appropriate time to advise you that in the last
year, the City of Carlsbad has twice collected an incorrect
fee. Beginning August 1, 1982
1982 in the City), the fee was
bedroom,
Counci1 .
or like room, and was
in our District (and October 1,
increased from $465 to $500 per
approved by the Carlsbad City
You can appreciate our concern that the correct fee ($530 per
bedroom, or like room) be collected by the City during 1983-84
when you know that on December 1, 1982, Hans Kallenbach,
3005 Azahar Street, Carlsbad was charged only $930 for a
two-bedroom single family dwelling. And, on April 8, 1983
Tibor Farkas, 7635 Calle Madero was charged only $1,395 for a
three-bedroom signle family dwelling. These errors constitute
a loss of $175 to our District in a four-month period.
Mr. Frank Mannen
July 22, 1983
Page 2
Since the fee was, prior to collection, approved by the
Carlsbad City Council, we feel the City of Carlsbad will
want to reimburse Encinitas Union School District in the
amount of these errors.
I look forward to hearing from you.
ij n c e r e 1 y,
^ ' A
Donald E. Lind
Superintendent of Schools, and
Secretary to the Board of Trustees
ENCINITAS UNION SCHOOL DISTRICT
189 UNION STREET
ENCINITAS, CALIFORNIA 92024
AREA CODE 619 753-1152
BOARD OF TRUSTEES
Norman L. Maclntyre, President
Anthony J. Brandenburg, Clerk
Ronald A. Countryman, Member
Mary Jo Nortman, Member
Sandra Schultz, Member
Donald E. Lindstrom, Superintendent
and Board Secretary
"Excellence Is Our Goal"
EXHIBIT 2
September 2, 1983
Mr. Frank Mannen
Assistant City Manager
City of Carlsbad
1200 Elm Avenue
Carlsbad, CA 92008
Dear Mr. Mannen:
This is in response to your letter of August 10 which
included the applicable section of the Carlsbad Muni-
cipal Code dealing with the collection of SB 201 funds,
It is also a follow-up on your telephone conversation
with my staff on August 5, 1983.
Enclosed is the SB 201 Report with an accounting o.f
the balance of the school fees collected by the City
of Carlsbad at the end of the fiscal year (June 30,
1983). Also enclosed is a statement of overcrowded
conditions in our schools. Both documents were
adopted by our Board of Trustees at a Special Meeting
on August 30, 1983. An excerpt of the Minutes of that
meeting is also enclosed.
I hope this helps you to implement the collection of
our current fee which is $530 per bedroom.
Donald E. Linqsj/rom
Superintendent of Schools
enclosures
ENCINITAS UNION SCHOOL DISTRICT
189 UNION STREET
ENCINITAS, CALIFORNIA 92024
AREA CODE 619 753-1152
BOARD OF TRUSTEES
Norman L. Maclntyre, President
Anthony J. Brandenburg, Clerk
Ronald A. Countryman, Member
Mary Jo Nortman, Member
Sandra Schultz, Member
Donald E, Lindstrom, Superintendent
and Board Secretary
"Excellence Is Our Goal"
September 2, 1983
To Whom It May Concern:
This is to certify that the following is a true and exact
excerpt from the Minutes of the Encinitas Union School
District Board of Trustees meeting held on Tuesday
August 30, 1983:
"Be it resolved that the Board of Trustees
of the Encinitas Union School District does
hereby approve the FY82-83 SB 201 Activity
Report and the 1983-84 Statement of Over-
crowded Conditions, on motion by Ms. Nortman
seconded by Ms. Schultz, and unanimously
carried."
Sincerely
Donald E. Lindstrom
Superintendent of Schools
h
ENCINITAS UNION SCHOOL DISTRICT
Statement of Overcrowded Conditions
School Year 1983-84
CAPACITY (6 schools)
ENROLLMENT (as of 6/30/83)
2,649
3,005
September 8, 1983
Approved by the BOARD OF TRUSTEES
ENCINITAS UNION SCHOOL DISTRICT
Donald E. Linvdsjtx?om, Superintendent
and Board Secretary
ENCINITAS UNION SCHOOL DISTRICT
SB 201 ACCOUNT
City of Carlsbad
FY82-83
Collections
Expenditures
Temporary Classroom Payment
Balance as of 6/30/83
$ 22,268.
$ 10,134.
$ 12,134
September 9, 1983
Approved by the BOARD OF TRUSTEES
ENCINITAS UNION SCHOOL DISTRICT
Donald E. LindsKtj76m
Superintendent & Board Secretary
EXHIBIT 3
ENCINITAS UNION SCHOOL DISTRICT
189 UNION STREET
ENCINITAS, CALIFORNIA 92024
AREA CODE 619 753-1152
BOARD OF TRUSTEES
Norman L. Maclntyre, President
Anthony J. Brandenburg, Clerk
Ronald A. Countryman, Member
Mary Jo Nortman, Member
Sandra Schultz, Member
Donald E. Lindstrom, Superintendent
and Board Secretary
"Excellence Is Our Goal"
September 22, 1983
Mr. Frank Mannen
Assistant City Manager/Administrator
City of Carlsbad
1200 Elm Street
Carlsbad, CA 92008
Dear Mr. Mannen,
In reply to your letter of September 7, 1983.
This district does not see a decline in enrollment
in the near future. There are 4,000 new homes in some
phase of building and planning and another 5,000 in
long range plan. At a factor of .39 students, there is
a potential of 1560 students with a potential of another
1950 within ten year.
In 1980-81 there were 2847 students in the district,
In 1981-82-2950, in 1982-83-3028. During the 1983-84
school year there are currently 3127 enrolled.
If you need further information please contact me.
Ypurs trul
Donald E. Lindstrom
Superintendent of Schools
Office of the City Clerk
Cttp of Cartefoab
October 17, 1983
Donald E. Lindstrom, Superintendent
Encinitas Union School District
189 Union St.
Encinitas, CA 92024
Re: School Fees
The Carlsbad City Council, at its meeting" of October
11, 1983, adopted Resolution No. 7338, amending
Resolution No. 5999, revising the amount of fees to
be required as a condition of approval for residential
development within certain areas of the Encinitas
Union School District.
Enclosed for your records is a copy of Resolution
No. 7338.
y J *SN R. KUNDTZ
Deputy City Clerk
Enc.