Parkland Acquisition and Park Facilities
Development Impact Fee (Park Dwelling Fee)
Annual Report Fiscal Year 2021-22
I. BACKGROUND
On September 7, 1988, the City Council approved Ordinance No. 2641, Park Dwelling Fee, which amended the 21.12 of the Fullerton Municipal Code (originally established in 1971) relating to Parkland Acquisition and Park Development Impact Fees to meet State requirements. In 1992, the City Council approved Ordinance 2830 excluding the use of funds for maintenance.
II. REPORTING REQUIREMENTS
State law imposes both annual and five-year reporting requirements as a result of its
collection of Park Impact Fees. The specific elements to be included in the report include:
A. A brief description of the type of fee in the fund account B. The amount of the fee
C. The beginning and ending balance
D. The amount of fees collected and interest earned
E. Identification of each public improvement on which fees are expended F. An identification of the approximate date by which the construction of public improvements will commence
G. A description of each inter fund transfer loan made from the fund balance H. The amount of refunds made pursuant to any protests
The annual report is to be made available to the public within 180 days following the close of
the fiscal year. It is also to be reviewed by the City Council no less than 15 days after the information is made available to the public at its next regularly scheduled meeting.
A
. Fee Description:
1. Purpose of Park Dwelling Fee
Per FMC 21.12.010 the purpose of the park fee is to implement the goals and policies of the Resource Management Element of the City of Fullerton's General Plan, which calls for the creation of open space throughout the community and the provision of a comprehensive and unified system of parks and recreational facilities accessible to all residents. The City Council determined that the need for increased access and availability of open space, parks and recreational facilities increases in proportion to the increases in the number of dwelling units in the city and the associated increase in population.
2 . Use of Park Dwelling Fee
Park Dwelling Fund Annual Report
FY 2021-22, page 2
Per Fullerton Municipal Code 21.12.040 all money collected as fees imposed by this chapter shall be deposited in the park dwelling fund and shall be used solely for the acquisition, development and improvement of public parks and recreational facilities in the City, as proposed by the City's Five-Year Capital Improvement Program.
B
. Amount of Park Dwelling Fee
1. Park Dwelling Fee Formula (adopted 1995 per Resolution 8685) = (cost/acre for land acquisition + cost/acre for land development) x parkland to population need x residents per dwelling unit 1,000
2. Park Dwelling Fee for Fiscal Year 202 0-21 per Resolution 2020-48: $12,020 per dwelling unit.
C. B
eginning and Ending Balance of Park Dwelling Fund
1. Beginning Balance, July 1, 20 21: $2,918,127.03
2. Ending Balance, June 30, 2022: $2,229,127.03
D. A
mount of Fees Collected and Interest Earned
1. Fees Collect July 1, 20 21 to June 30, 2022: $218,812.54
2. Interest + Investment Earned July 1, 2021 to June 30, 2022: ($19,227.07) E.
Identification of Public Improvements – See attachment 3. City of Fullerton 5-Year Capital Improvement Program Schedule
F. C
ommencement Date of Projects – All park improvement projects commence within the fiscal year from 7/1/21 to 6/30/22
G
. Inter fund Transfer Loans from Fund Balance
1. No loans made to other funds
2. Amount of Park Dwelling funds transferred to C apital Project Fund for park projects = $907,756.10
H
. Refunds Due to Protests - None
AT
TACHMENTS:
1. City of Fullerton 5-Year CIP Schedule for Projects Using Park Dwelling Funds
2. Park Dwelling Balance Sheet 7/1/21 to 6/30/22
3. Fullerton Municipal Code 21.12
4. City of Fullerton Resolution No. 2020-48 (pertaining to Park Dwelling Fee) Department: Project Priority Number: 1
Project Number: 54045 Project Name:
General Plan Element Section:
General Plan Element Subsection:
Project Category: Type of Project:
Project Location:
Expected Completion Date:
Project Description:
PROJECT COSTS
Funding Source FY 2021-22 FY 2022-23 FY 2023-24 FY 2024-25 FY 2025-26 TOTAL $500,000 $500,000
TOTALS $500,000 $0 $0 $0 $0 $500,000
Restrictions or Deadlines Associated with Outside Funding Sources:
Replacement of existing tot lot play equipment and adjacent picnic area shelter. Project will also repair damaged concrete paving and replace existing benches, tables, etc. in the vicinity of the tot lot.
Accessible path of travel will also provided (as needed) from the street sidewalk to the tot lot area.
Parks and Recreation
Fall 2022
CIP-63
CITY OF FULLERTON
FISCAL YEARS 2021-22 - 2025-26
Parks Replacement
None
Emery Park Play Area Replacement
Parks & Recreation
Policy P15.2
EMERY PARK
Park Dwelling Fund
Park Dwelling Fund Annual Report FY
2021-22, page 3
Department: Project Priority Number: 2
Project Number: 54046 Project Name:
General Plan Element Section:
General Plan Element Subsection:
Project Category: Type of Project:
Project Location:
Expected Completion Date:
Project Description:
PROJECT COSTS
Funding Source FY 2021-22 FY 2022-23 FY 2023-24 FY 2024-25 FY 2025-26 TOTAL $100,000 $100,000
$250,000 $1,000,000 $1,000,000 $2,250,000
TOTALS $100,000 $250,000 $1,000,000 $1,000,000 $0 $2,350,000 Restrictions or Deadlines Associated with Outside Funding Sources:
Park Dwelling Fund
CITY OF FULLERTON
FISCAL YEARS 2021-22 - 2025-26
Parks and Recreation
Bastanchury Greenbelt
Parks & Recreation
Policy P15.2
Parks New Improvement
BASTANCHURY GREENBELT, NORTH OF MALVERN AVE AND BASTANCHURY SPORTS PARK Fall 2025
Project involves creation of open park space on two separate parcels located adjacent to Bastanchury Road. Parcel 1 is located between Hughes Road and Valencia Mesa Drive (east of the existing Bastanchury Sports Complex), and Parcel 2 is located northeast of Parks Road.
Project will be designed and constructed in phases. Phase 1 in FY 21-22 will involve conceptual design and neighborhood out reach. Future phases will involve final design and construction activities. Phase 2 will be preparation of final design documents and permitting. Phase 3 will be construction acitivities. Depending on available funding, Phase 3, may also be broken down into additional phases with construction of each parcel as separate projects.
Greenbelt design will be coordinated with the future planned Union Pacific Railroad Trail that runs parallel to the subject parcels.
CIP-64
Unfunded
None
Park Dwelling Fund Annual Report FY
2021-22, page 4
Department: Project Priority Number: 3
Project Number: 54490 Project Name:
General Plan Element Section:
General Plan Element Subsection:
Project Category: Type of Project:
Project Location:
Expected Completion Date:
Project Description:
PROJECT COSTS
Funding Source FY 2021-22 FY 2022-23 FY 2023-24 FY 2024-25 FY 2025-26 TOTAL $175,000 $175,000 $175,000 $175,000 $175,000 $875,000
TOTALS $175,000 $175,000 $175,000 $175,000 $175,000 $875,000 Restrictions or Deadlines Associated with Outside Funding Sources:
Park Dwelling Fund
CITY OF FULLERTON
FISCAL YEARS 2021-22 - 2025-26
Parks and Recreation
Park Facilities Improvements
Parks & Recreation
Policy P15.2
Parks Replacement
VARIOUS PARKS, PARK FACILITIES AND TRAILS
Ongoing - Multiyear
Project involves unscheduled, unforeseen, and unanticipated replacement and renovation of various park and trails amenities that are damaged beyond repair and maintenance throughout the park system. These replacement and renovation projects are smaller in scope than a full CIP project, may require some design and engineering and may be considered more urgent, and need to be completed in a shorter time frame. Amenity replacement can include items such as play structures, playground safety surfacing, park restrooms, trail renovations, lights, irrigation systems, concrete walkways, fencing, field renovation, netting, etc.
CIP-65
None
Park Dwelling Fund Annual
Report FY 2021-22, page 5
Department: Project Priority Number: 4
Project Number: 54500 Project Name:
General Plan Element Section:
General Plan Element Subsection:
Project Category: Type of Project:
Project Location:
Expected Completion Date:
Project Description:
PROJECT COSTS
Funding Source FY 2021-22 FY 2022-23 FY 2023-24 FY 2024-25 FY 2025-26 TOTAL $200,000 $200,000
$750,000 $750,000 $1,500,000
TOTALS $200,000 $750,000 $750,000 $0 $0 $1,700,000
Restrictions or Deadlines Associated with Outside Funding Sources:
CIP-66
Parks Rehabilitation
Hillcrest Park - 1200 N. Harbor Blvd
Summer 2023
Park Dwelling Fund
Unfunded
Project involves rehabilitation of the picnic, play area, restroom, and parking surface generally located adajcent to Valley View Drive. Rehabilitation of this area is part of the overall improvements to Hillcrest Park as detailed in the Hillcrest Park Master Plan.
This project will be completed in phases due to available funding:
Phase 1 - Conceptual design of the entire project area
Phase 2 - Prepration of final construction documents for a portion of the project area Phase 3 - Construction of Phase 2 improvements
Phase 4 - Prepration of final construction documents for the remaining limits of the project area Phase 5 - Construction of the Phase 4 improvements
Phase 1 and Phase 2 is programmed for FY 21-22. Phases 3-5 are expected to be programmed in the following years.
None
Policy P15.2
CITY OF FULLERTON
FISCAL YEARS 2021-22 - 2025-26
Parks and Recreation
Hillcrest Park - Valley View Area
Parks & Recreation
Park Dwelling Fund Annual
Report FY 2021-22, page 6
Department: Project Priority Number: 5
Project Number: 54036 Project Name:
General Plan Element Section:
General Plan Element Subsection:
Project Category: Type of Project:
Project Location:
Expected Completion Date:
Project Description:
Acquisition of property in West Coyote Hills.
FY 2016-17 Funding:
State Grant 2,000,000$
Private Foundation Grant 50,000$
Total 2,050,000$
FY 2017-18 Funding:
Private Foundation Grant 50,000$
Total 50,000$
FY 2018-19 Funding:
Private Foundation Grant 40,000$
Total 40,000$
FY 2019-20 Funding:
Land & Water State Grant 500,000$ FY 2020-21 Funding:
Prop 68 State Grant 4,800,000$ Park Dwelling 50,000$
CA Fish & Wildlife Services Grant 810,000$ State Budget Allocation 14,000,000$ US Fish & Wildlife Grant 2,000,000$ US Fish & Wildlife Grant 2,000,000$ 8,110,000$ 16,050,000$
PROJECT COSTS
Funding Source FY 2021-22 FY 2022-23 FY 2023-24 FY 2024-25 FY 2025-26 TOTAL $40,000 $40,000
TOTALS $40,000 $0 $0 $0 $0 $40,000
Restrictions or Deadlines Associated with Outside Funding Sources:
CIP-67
None
Park Dwelling Fund
CITY OF FULLERTON
FISCAL YEARS 2021-22 - 2025-26
Parks and Recreation
West Coyote Hills Acquistion
Parks & Recreation
Policy P15.2
Parks Acquisition
West Coyote Hills Area
Ongoing - Multiyear
Park Dwelling Fund Annual Report
FY 2021-22, page 7
GL5942 <1.07>
Balance Sheet
BalanceCreditDebit
Year-To-DateBeginning
From 7/1/2021 to 6/30/2022
City of Fullerton
Time:17:27:23
Page
Date: 12/07/2022
1 Balance
Fund 39 Park Dwelling Fund
Assets
1,626,350.712,914,277.61 2,292,217.681001 Claim on Cash 2,248,410.64
0.002,894.53 23,048.961050 Change to Mkt Value-Investment -20,154.43 927.26954.89 954.891160 Interest Receivable 927.26
Total for Assets 2,229,183.472,316,221.531,627,277.972,918,127.03 Fund Equities
0.00-2,918,127.03 0.003001 Fund Balance -2,918,127.03 Total for Fund Equities -2,918,127.030.000.00-2,918,127.03 Revenues
Total for Revenues 0.000.000.000.00
Equities
Transfers Out
2,291,282.000.00 1,383,525.903166 Trf To Capital Project Fd (74) 907,756.10 Total for Transfers Out
907,756.101,383,525.902,291,282.000.00
Revenues3100 -218,950.41243,752.0724,801.660.00
3190 Expenses 137.870.00137.870.00
-218,812.54243,752.07
-218,812.54
24,939.53
243,752.07
0.00 24,939.53
Net Income (Loss)
Net Change in Fund Balance 0.00
-0.00-0.00 3,943,499.5039 - Park Dwelling FundTotal 3,943,499.50 0.00 Fullerton, CA Municipal Code
American Legal Publishing Corporation 1
Chapter 21.12
FEE FOR PARKS ON THE CONSTRUCTION OF DWELLING UNITS
Sections:
21.12.010 Purpose of fee.
21.12.020 Fee imposed.
21.12.025 Definitions.
21.12.030 Collection of fee.
21.12.040 Use of funds.
21.12.010 Purpose of fee.
The purpose of the park fee is to implement the goals and policies of the Resource Management Element of the City of Fullerton's General Plan, which calls for the creation of open space throughout the community and the provision of a comprehensive and unified system of parks and recreational facilities accessible to all residents. The City Council determined that the need for increased access and availability of open space, parks and recreational facilities increases in proportion to the increases in the number of dwelling units in the city and the associated increase in population. (Ord. 2641 § 1, 1988: Ord. 2614 § 1, 1987: Ord. 2223 § 1 (part), 1978: Ord. 1741 § 5 (part), 1971).
21.12.020 Fee imposed.
There is imposed upon every person who establishes any dwelling unit in the city, including mobile home parks, except for rest homes, convalescent homes, homes for the aged, and any room intended for use as a bedroom by transients, a fee for the privilege of establishing each such dwelling unit.
Commencing immediately after the effective date of the ordinance codified in this section, the fee levied against dwelling units constructed within the city shall be as determined by resolution of the City Council, and shall be reviewed on an annual basis. (Ord. 2614 § 2, 1987: Ord. 2223 § 1 (part), 1978: Ord. 1919 § 1, 1973: Ord. 1744 § 1, 1971; Ord. 1741 § 5 (part), 1971).
Park Dwelling Fund Annual
Report FY 2021-22, page 9
Attachment 3
Fullerton, CA Municipal Code
American Legal Publishing Corporation 2
21.12.025 Definitions.
A. Dwelling Unit. As used herein the term "dwelling unit" shall have the meaning as defined in Section 15.04.040.
B. Public Parks and Recreational Facilities. As used herein, the term "parks and recreational facilities" include publicly accessible open space areas, City parks, recreational trails, community centers, senior centers and all facilities and structures related thereto. (Ord. 2982, 2001: Ord. 2740 § 27, 1990: Ord. 2641 § 2, 1988: Ord. 1744 § 2, 1971).
21.12.030 Collection of fee.
The fee imposed by this chapter shall be due and payable, and shall be collected by the Director of Development Services, at the same time that fees are paid to the City for the building permit for the construction of the building to contain the bedroom or bedrooms. If such permit is denied, revoked or surrendered without the bedroom or bedrooms for which the fee was so paid having been established, the fee shall be refunded. (Ord. 2614 § 3, 1987: Ord. 1741 § 5 (part), 1971).
21.12.040 Use of funds.
All money collected as fees imposed by this chapter shall be deposited in the park dwelling fund and shall be used solely for the acquisition, development, improvement, and maintenance of public parks and recreational facilities in the City, as proposed by the City's Five Year Capital Improvement Program.
On or after July 1, 1993, this section shall read as follows: All money collected as fees imposed by this chapter shall be deposited in the park dwelling fund and shall be used solely for the acquisition, development and improvement of public parks and recreational facilities in the City, as proposed by the City's Five-Year Capital Improvement Program. (Ord. 2830, 1992: Ord. 2641 § 3, 1988: Ord. 2614 § 4, 1987: Ord. 2223 § 1 (part), 1978: Ord. 2198 § 3, 1978: Ord. 1741 § 5 (part), 1971).
Park Dwelling Fund Annual
Report FY 2021-22, page 10
RESOLUTION NO. 2021- 36
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF FULLERTON,
CALIFORNIA, APPROVING THE CITY' S SCHEDULE OF FEES AND
CHARGES FOR MUNICIPAL SERVICES FOR FISCAL YEAR 2021- 22 AND REPEALING RESOLUTION NO. 2020- 48
WHEREAS, California State law authorizes the City of Fullerton to collect fees and charges for services, provided such fees and charges do not exceed the reasonable cost of providing such service.
WHEREAS, the City must amend its City's Schedule of Fees from time to time and revise the amounts charged to assist in the cost recovery of performing such services as cost of services can increase annually and for other economical or defensible reasons.
WHEREAS, City may need to add amendments to certain City fees or new City fees approved during the prior fiscal year to the City's Schedule of Fees and Charges.
WHEREAS, it is the City's financial practice to approve an annual resolution to approve and adopt the City's Schedule of Fees and Charges for the new fiscal year.
WHEREAS, it is recommended that City Council approve all department Fee Schedules, attached to this Resolution, in prescribed amounts to assist in the cost recovery of performing such services as prescribed herein.
WHEREAS, City Council held a duly noticed public hearing on June 1, 2021 to adopt this Resolution.
NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF FULLERTON HEREBY RESOLVES AS FOLLOWS:
Section 1. City Council adopts all Fees and Charges set forth in this Resolution and approves the City's Schedule of Fees and Charges for Fiscal Year 2021-22.
Section 2. All prescribed Fees and Charges become effective at the start of the new fiscal year, July 1, 2021.
Section 3. The City Clerk shall certify to the adoption of this Resolution.
ADOPTED BY THE FULLERTON CITY COUNCIL ON JUNE 1, 2021.
Bruce Whitaker
Mayor
1)-\
0 -_ 23a i
Park Dwelling Fund Annual
Report FY 2021-22, page 11
I. Pur.Q.Q_se
Exhibit G
CITY OF FULLERTON
PARKS AND RECREATION DEPARTMENT
2021-22
POLICY STATEMENT AND FEE SCHEDULE
PERTAINING TO PARK DWELLING FEES
Per Fullerton Municipal Code Sections 21.12.010 - 21.12.040, the purpose of the park dwelling fee is to implement the goals and policies of the Resource Management Element of the City's General Plan which calls for the creation of open spaces throughout the community and the provision of a comprehensive and unified system of parks and recreation facilities accessible to all residents. All money collected as fees imposed shall be deposited in the Park Dwelling Fund and shall be used solely for the acquisition, development, and improvement of public parks and recreational facilities in the city, as proposed by the City's five-year Capital Improvement Program.
II. Formula (per Resolution 8685)
Cost/Acre (Land Acquisition)+ Cost/Acre (Land Development) x Parkland Acres/1 ooo population x Residents/AcQ11isition Development Park Std Dwelling l/nit 1,000
Ill. Fee
FY 2021-22 = $12,020 per dwelling unit
IV. Accessory Dwelling Units are exempted from paying Park Dwelling Fees per Resolution 2019-07
31 Park Dwelling Fund Annual
Report FY 2021-22, page 12