HomeMy WebLinkAbout1986-04-22; City Council; 7099-7; Adopt New Public Facilities Fees. . .’ 3
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TITLE: ADOPTION OF DEPT. HD.
HTG.4/22/86 NEW PUBLIC FACILITIES FEE m CITY ATTY
IEPT. CM CITY MGR. -2@
RECOMMENDED ACTION:
Adopt Resolution No. FQ? revising Councit Policy No. 17 to increase the Public
Facilities Fee from two percent (2.0%) of the building permit valuation to
two-and-one-half percent (2.5%) of the building permit valuation and revising the
form of agreement of payment of Public Facilities Fee to reflect the increased fee;
and
Introduce Ordinance No. &7& amending the amount of the Business License Tax
on new construction.
ITEM EXPLANATION:
On March 25, 1986, the City Council reviewed and approved the list of projects
to be funded by the Public Facilities Fee. As a result of that review, the Council
directed the City Attorney to prepare documents to raise the Public Facilities Fee
from 2% to 2.5% of the building permit valuation.
Chapter 5.09 of the Carlsbad Municipal Code by amending Section 5.09.030 is
modified to increase the Business License Tax on new construction of structures
and buildings from 2.0% to 2.5%. In addition, the Business License Tax on new
construction for mobile homes is reduced from $1,500 to $1,150, making it
consistant with the Public Facilities Fee on mobile home parks. Revision of this
ordinance has been made retroactive to January 21, 1986.
The resolution revises City Council Policy No. 17 to implement the fee increase
and revise the agreement form to reflect said increase.
Carlsbad’s mobile home parks are “adult only” and do not impact the Public Facilities
Fee at the same rate as the single-family residences, therefore, a decrease, rather
than an increase, in rate is recommended.
FISCAL IMPACT:
Based on Building Permits issued since January 21, 1986 through April 13, 1986,
there are $187,614,47 outstanding, which many be collected due to the fee increase
of 0.5%. Council’s adopted Public Facilities Fee rate of 2.5% could generate
revenue of $89,000,000 to buildout.
EXHIBITS:
1. Resolution No. rsJ.3 revising City Council Policy No. 17.
2. Ordinance No. (.&7r amending the amount of the Business License Tax on
new construction.
3. Memo explaining City Council Policy No. 17, dated April 10, 1986.
4. Agenda Bill No. 7099-#6, Public Facilitites Fee, dated March 25, 1986.
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RESOLUTION NO. 8523
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
CARLSBAD, CALIFORNIA REVISING COUNCIL POLICY NO.17
TO INCREASE THE PUBLIC FACILITIES FEE FROM TWO
PERCENT OF THE BUILDING PERMIT VALUATION TO TWO AND
ONE HALF PERCENT OF THE BUILDING PERMIT VALUATION
AND REVISING THE FORM OF AGREEMENT OF PAYMENT OF
PUBLIC FACILITIES FEES TO REFLECT THE INCREASED FEE.
WHEREAS, the City Council of the City of Carlsbad,
California at its March 25, 1986 meeting received a report from
staff recommending an increase in the public facilities fee from
two percent of the building permit valuation to two and one half
percent of the building permit valuation. A copy of Agenda Bill
No. 7099-#6 and the attachment thereto, is on file with the City
Clerk and is incorporated by this reference; and
WHEREAS, at that meeting the City Council heard,
testimony from individuals requesting to .speak on the issue of
the increased fees: and
WHEREAS, after review of the report by staff and the
testimony by the persons desiring to speak the City Council
determined to increase the public facilities fee from two percen
to two and one half percent of the building permit valuation; an
WHEREAS, at its March 25, 1986 meetinq the City Council .
approved the list of projects as shown on Agenda Bill No. 7099-$t
which the City Manager had recommended for funding by the public
facilities fee; and
WHEREAS, the increase in public facility fee to two and
one half percent of the building permit valuation is necessary t
fund the improvements shown on the list and approved by the City
Council,
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NOW, THEREFORE BE IT RESOLVED by the City Council of th
City of Carlsbad as follows:
1. That the above recitations are true and correct.
2. That City of Carlsbad City Council Policy Statement
No. 17 issued August 17, 1979 revised in February 1982 and in
April 1984 is hereby revised as shown on Exhibit A attached
hereto and made a part hereof. Pursuant to City of Carlsbad
Ordinance No. 9791 this increased fee shall be paid for all
developments for which building permits were issued after
January 21, 1986.
3. That the form of agreements for payment of public
facilities fees approved by Resolution No. 6094 and revised by
Resolutions No. 6094-A and 6796 are revised to increase the . .
amount of the fee from two percent of the building permit. value
for buildings and structures to two and one half percent of the
building permit valuation for buildings and structures.
4. That the City Manager shall use the list of
projects eligible for funding by public facilities fees as
approved by the City Council on March 26, 1986 as a guide for
preparing appropriate capital improvement budgets for
presentation to the City Council. The City Manager is further
authorized to take any actions necessary to collect the increase
fee from developers of projects for which building permits were
issued after January 21, 1986 and to enforce any agreements
executed by the developer to pay the increased fee.
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PASSED, APPROVED AND ADOPTED at a regular meeting of th
City Council of the City of Carlsbad, California held on the 22nd
day of April 9 1986 by the following vote to wit:
AYES: Council Members Casler, Lewis, Kulchin, Chick and Pettine
NOES: None
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ABSENT: None I
ATTEST:
ALETHA L. RALTENKRANZ, City $lerk
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ORDINANCE NO. 6078
AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF
CARLSBAD, CALIFORNIA AMENDING TITLE 5, CHAPTER
5.09 OF THE CARLSBAD MUNICIPAL CODE BY THE AMEND-
MENT OF SECTION 5.09.030 TO MODIFY THE AMOUNT OF
THE BUSINESS LICENSE TAX ON NEW CONSTRUCTION IV
ORDER TO MAINTAIN CONSISTENCY WITH CITY COUNCI- POLICY NO. 17.
The City Council of the City of Carlsbad, California
does ordain as follows:
SECTION 1: That Title 5, Chapter 5.09 of the Zarlsbad
Municipal Code is amended by the amendment of Section 5.09.030 t
increase the business license tax on new construction 0”
structures and buildings by replacing the words “two pe cent”
with the words “two and one half percent” in subsection (a)
thereof and to reduce the business license tax on new
construction for mobile homes by replacing the words “ore
thousand five hundred dollars” with the words “one thousand one
hundred fifty dollars” in subsection (b) thereof.
SECTION 2: That Title 5, Chapter 5.09 of the Carlsbad
Municipal Cose is amended by the addition of Section 5.09.130 tr
read as follows:
“5.09.130 Effective date of increased tax. The
increased tax adopted by Ordinance No. 6078 shall apply to
all projects for which building permits were issued after January 21, 1986. In those instances where building permits
were issued after Januaary 21, 1986 and before the effective
date of this ordinance, the increased tax shall be due and owing
upon the effective date of this ordinance. This section is
adopted to implement City of Car.lsbad Ordinance No.
SECTION 3: This ordinance, being an ordinance
to taxes for usual and current expenses of the City,
Section 36937(d) of the Government Code shall take effec
immediately upon its passage. Before the expiration of
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days after its passage, this ordinance shall be published once i
the Carlsbsd Journal, a newspaper of general circulation printed
and published in the City of Carlsbad.
INTRODUCED AND FIRST READ at a regular meeting of the
Carlsbad City Council held on the 22nd day of April
1986 and thereafter
PASSED AND ADOPTED at a regular meeting of said City
Council held on the 6th day of MaY 9 1986, by the
following vote, to wit:
AYES: Council Members Casler, Lewis, Kulchin, Chick and Pettine
NOES: None
ABSENT: None
APPROVED AS TO FORM AND LEGALITY
I ATTEST:
a$xd,dRG-
ALETHA L. RAUTENKRANZ, City Clerk
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April 10, 1986 EXHIBIT NO. 3
TO: Mayor and City Council
FROM: City Attorney
REVISION TO POLICY NO. 17
At its March 25, 1986 meeting the City Council directed this
office to prepare documents to increase the public facilities fee from two percent of building permit valuation to two and one half
percent of building permit valuation. During our review of
Policy No. 17 it became apparent that the policy itself should be
revised to reflect recent Council actions. Therefore, in
addition to revising the business license tax to increase it from
two percent of building permit valuation to two and one half
percent of building permit valuation we’ve also undertaken to revise the text of Policy No. 17.
The primary changes to the text occur in the “BACKGROUND” portion
of the policy. That section has been entirely rewritten to
restate the Council’s policy regarding provision of public facilities and to reflect information which has been provided to
the Council and upon which the Council based its decision to
adopt Ordinance No. 9791. Significantly, the policy has been revised to reflect the fact that the public facilities fee is
only one method of ensuring that public facilities will be
available concurrent with need as required by the Public Facilities Element of the Carlsbad General Plan. The policy recognizes that new development must provide public facilities by
a variety of different means. The “POLICY” section of the current policy has been modified to reflect recent information
which has been provided to the Council. It also reflects that
the public facilities fee is additional to other means of
providing needed facilities and services. The policy recognizes
that the other means of providing services and facilities include
the adoption of a development management system and various
impact fees. A new exception was added for additions to existing
single family or two family residential structures which do not
create a new dwelling unit. This exception was added to make the
public facilities fee consistent with the business license tax on
new construction. Likewise to ensure consistency with the public facilities policy the ordinance amending the business license tax
on new construction includes a change to the tax on mobilehome sites to decrease the tax from $1,500 to $1,150. The Community
Development Director indicates that $1,150 is the proper charge
for mobilehome sites. Finally, the policy reflects an
implementation date for the fee increase of January 21, 1986.
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Based on new public facilities Policy No. 17 the City Council
will be able to find that public facilities and services will be
available concurrent with need as required by the General Plan,
if a project developer agrees to pay the public facilities fee
and other impact fees as may be adopted by City Council ordinance or resolution, and complies with any applicable facility plans
which the Council may adopt pursuant to Ordinance No, 9791. The
policy has been adopted in anticipation that Council will adopt
some sort of development management system for Carlsbad.
VINCENT F. BIONDO, JR.
&ity Attorney
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Assistant City Attorney
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CITY OF CARLSBAD
COUNCIL POLICY STATEMENT
General Subjhctt REQUIREMENTS NECESSARY TO SATISFY THE PUBLIC Specific Subject: FACILITIES ELEMENT OF THE GENERAL PLAN
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Page 1 of 5 -
Policy No. 17
Date Issued 4-22-M
Effective Date 4-22-86
Cancellation Date 17 issued Supersedes No.4/27/84
copies 'to: ' City Council, City Manager, City Attorney, Department and Division Heads, Employee Bulletin Boards, Press, File
BACKGROUND
In order to protect the public health, safety and general welfare of all
the citizens of Carlsbad and to ensure a continued high quality of life
within the City, the Public Facilities Element of the Carlsbad General Pla
requires that an applicant or proponent of a development project present evidence satisfactory to the’City Council that all necessary public services and facilities will be available concurrent with community need before any zoning, subdivision, development, or redevelopment approval or permit may be given or issued.
It is the policy of the City to mitigate the public service and facilities
impacts created by new development and ensure that all public services and facilities will be provided in the manner which will ensure the continued
high quality of life in Carlsbad. Prior to July 3, 1979, the City Council relied on a report of availabililty of public facilities and services
received from City staff. On July 3, 1979 the City Manager reported that
in the future, those services and facilities cannot be made available to
new development from the City’s resources. As a result of that report the City Council adopted City Council Policy No. 17 on August 29, 1979. Polic
No. 17 has subsequently been amended at various times by the City Council.
The most recent amendment to City Council Policy No. 17 was effective on April IO, 1984. The City Council has been provided with various reports
and information by the City staff since the adoption of City Council Polic
No. 17 and the City Council finds that the facts and circumstances which required the adoption of Policy No. 17 continue to exist. On January 21,
1986 the City Council adopted Urgency Ordinance No. 9791 after a finding 01 January 14, 1986 that establishment of the development management system
and public facilities and improvement phasing plan for the City was
required to eliminate public facility shortages and to protect the
community character and quality of life in Carlsbad. This system and plan
is required in addition to the requirements established by City Council
Policy No. 17. On March 25, 1986 the City Manager reported to Council on
the status of public facilities in Carlsbad and recommended an increase in
the public facility fee. The report identified a list of facilities and
services which would be funded by the public facilities fee. The list was
approved by the City Council. In addition to the fee established pursuant
to City Council Policy No. 17 the City requires developers to provide
public improvements by a variety of different means. By utilization of al
available methods the City Council will be able to find that public
facilities will be provided concurrent with need as required by the Public
Facilities Element of the Carlsbad General Plan.
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CITY OF CARLSBAD
COUNCIL POLICY STATEMENT
General Sub$kt: REQUIREVENTS NECESSARY TO SATISFY THE PUBLIC
Specific Subject: FACILITIES ELEMENT OF
THE GENERAL PLAN
Policy No. I7
Date Issued 4-Z-86
Effective Date 4-22-86
Cancellation Date
17 issued Supersedes No. 4/27/84
Copies .to: ' City Council, City Manager, City Attorney, Department and Division Heads, Employee Bulletin Boards, Press, File
PURPOSE
1. To establish a policy regarding the requirements which must be met
before the City Council will find that the Public Facilities Element
has been satisfied.
2. . To establish a policy that will allow development to proceed in an orderly manner while insuring that the requirements of the Public Facilities Element will be satisfied by establishing a fee to’ fund the
cost of City-provided facilities, including but not limited to: parks, major streets, traffic signals, storm drains, bridges and public buildings such as fire stations, police facilities, maintenance yards, libraries and general offices, which will insure they will be availabl concurrent with need.
POLICY
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In determining whether or not service provided by another entity will
be available concurrent with need in connection with a project, the
Council, in the absence of evidence to the contrary, shall be guided b
a letter of availability from that entity, provided,however,
developments which are required to dedicate land or pay fees for schoo
facilities pursuant to Chapter 21.55 of the Carlsbad Municipal Code,
shall be deemed to have satisfied the Public Facilities Element in
regard to schools for that development without the necessity for an availability letter.
The City Council finds that the report entitled, “A Public Facilities
Fee for the City of Carlsbad”, dated July 3, 1979 accurately reflected
the City’s need for and lack of ability to provide public facilities
and services to new development and was therefore approved by the
original Policy No. 17 adopted on Auqust 29, 1979. The City Council
now finds, based on the reports submitted in support of Ordinance No.
9791 and in support of an incr,ease to the public facilities. fee as
presented to the City Council on March 25, 1986, that in addition to a
public facilities fee other means of providing needed facilities and services must be established. These other means include the adoption
of a development management system and various impact fees.
The Council also finds that the continued development of the City, wit
the consequent increase in population and in the use of public facilities, will impose increased requirements for such facilities,
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- Page 3 of 5 - CITY OF CARLSBAD Policy No. l7
COUNCIL POLICY STATEMENT
General S&&t: REQUIRIZENTS NECESSARY
SATISFY THE PUBLIC
FACILITIES ELEMENT OF Specific Subjecet THE GENEw pLm
TO
Date Issued' ' 4-22-86
Effective Date 4-22-86
Cancellation Date
17 issued Supersedes NO. 4127184
Copies 'to: ' City Council, City Manager, City Attorney, Department and Division Heads, Employee Bulletin Boards, Press, File
including but not limited to parks, major streets, traffic siqnals, storm drains, bridges and public buildings, such as fire stations, I policies facilities,
offices.
maintenance facilities, libraries and general
The necessity For such Facilities results directly from new construction and the need cannot be met from ordinary City revenues.
The most practical and equitable method of paying For such Facilities
is to impose a fee upon a new development in the City. Payment of
such a fee will enable the City to fund a construction program to provide public facilities. If a project developer agrees to pay the public facilities fee established by this policy and other impact fee.s
as may be adopted by City Council ordinance or resolution., and complies with any applicable facilities plans, the City Council will
be .able to find that public facilities and services will be available concurrent with need and that the requirements of the public facilities have been met.
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Before any zoning, subdivision, development-or redevelopment approval or permit may be given the applicant shall pay or agree to pay a I
public facilities fee in the amount of 2.5% of the building permit
valuation of the buildings or structures or a Fee of $1,150 for each
mobilehome space to be constructed pursuant to such approval. The fee shall be paid prior to issuance of building or other permits and shall
be based on the valuation at that time.
All proceeds from the Fee collected pursuant to this policy shall be
paid into a special capital outlay fund of the City entitled, “Public Facilities Fund.” The fund shall be used only for the purpose of acquiring, building, improving, expanding and equipping public property, and public improvements and facilities including but not limited to the following types of capital projects: Public buildings
(such as fire stations, police facilities, maintenance and yard
facilities, libraries and general city offices) parks, major streets, traffic signals, storm drains, bridges and other similar projects as
the Council may deem necessary and appropriate. Designation of
expendituFe3 of funds available ,from the fund shall be made.by the
City Council in the context of approval of the City’s annual operating
and capital improvments budget or at such other time as the Council
may direct.
The following exceptions from payment of the fee shall: apply:
(a> The construction of a building or structure or mobilehome space which is a replacement for a building or space being removed from
the same lot or parcel of land. The exception shall equal but
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CITY OF CARLSBAD - Page 4 of 5 -
Policy No. I7
Genera
Specif
Copies
COUNCIL POLICY STATEMENT
l stijict: REQUIREMENTS NECESSARY TO SATISFY THE PUBLIC
fc Subject: FACILITIES ELEMENT OF THE GENERAL PLAN
Date Issued 4-22-86
Effective Date 4-22-86
Cancellation Date I 17 issued Supersedes No. 4/27/84
‘to: ' City Council, City Manager, City Attorney, Department and Division Heads, Employee Bulletin Boards, Press, File
.
.(b)
(c)
(d)
(e>
not exceed the fee which would be payable hereunder if the building being replaced were being newly constructed. If the fee.
imposed on the new building exceeds the amount of this exception,
such excess shall be paid.
Accessory building or structures in mobilehome parks, such as a
club house, swimming pool, or laundry facilities.
Buildings or structures which are clearly accessory to an existing use such as fences, pools, patios and automobile
garages.
Additions to existing single-family or two-family residential
structures, provided the addition does not create a new dwelling
unit or economy dwelling unit as defined by the Uniform Building
Code.
The City Council may grant an exception for a low cost housing project where the City Council finds such project consistent with
the Housing Element of the General Plan and that such exception
is necessary. In approving an exception for low cost housing the City Council may attach conditions, including limitations on rent
or income levels of tenants. If the City Council finds a project
is not being operated as a low cost housing project in accordance with all applicable conditions, the fee, which would otherwise be
imposed by this chapter; shall immediately become due and
payable.
There is excluded from the fee imposed by this policy:
(a) Any person when impositon of such fee upon that person would be
in violation of the Constitution and laws of the United States or
the ztate of California.
(b) The construction of any b’uilding by a nonprofit corporation exclusively for religious, educational, hospital or charitable
purposes.
cc> The construction of any building by the City of Garslbad, the
United States or any department or agency thereof or by the State
of California or any department, agency or political subdivision
thereof.
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CITY OF CARLSBAD Policy No. 17
COUNCIL POLICY STATEMENT Date Issued 4-22-86
General Sub3kkt: REQUIREMENTS NECESSARY TO SATISFY THE PUBLIC Effective Date 4-22-86
Specific Subject: FACILITIES ELEMENT OF TKE GENERAL PLAN
Copies .to: ' City Council, City Manager, City Attorney, Department and Division Heads, Employee Bulletin Boards, Press, File
7.
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The City Manager shall be responsible for the administration and
enforcement of this policy. His decisions may be appealed to the City
Council whose decision shall be final.
On August 29, 1979 the City Council adopted Policy No. 17. In so
doing the Council found that public facilities were adequate for
existing structures but not for any new development. Policy No. 17
shall apply to projects involving the conversion of an existing
building or mobilehome park to a condominium, planned unit
development, stock cooperative or other similar form of ownership as
follows:
If the building or park being converted was constructed before August 29, 1979 the fee to be paid shall be limited to 2.5% of the building . permit valuation of any new construction done as a part of ‘the
conversion. If the building or park being converted was constructed
after August 29, 1979 a fee of 2.5 % of building permit valuation at
the time of construction shall be paid plus a fee of 2.5% of the building permit valuati.on of any new construction done as a part of
the conversion.
Pursuant to City of Carlsbad Ordinance No. 9791 the increased public
facility fee shall apply to all projects for which bu’ilding permits
were or will be issued after January 21, 1986.