Parkland Acquisition and Park Facilities
Development Impact Fee (Park Dwelling Fee)
Annual Report Fiscal Year 2023-24
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 2023-24, 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 2023-24 per Resolution 2020-48: $12,020 per dwelling unit.
C. Beginning and Ending Balance of Park Dwelling Fund
1. Beginning Balance, July 1, 2023: $2,959,054.71
2. Ending Balance, June 30, 2024: $1,523,818.06
D. Amount of Fees Collected and Interest Earned
1. Fees Collect July 1, 2023, to June 30, 2024: ($161,291.53)
2. Interest + Investment Earned July 1, 2023, to June 30, 2024: ($85,747.61)
E. Identification of Public Improvements – See attachment 3. City of Fullerton 5-Year Capital Improvement Program Schedule
F. Commencement Date of Projects – All park improvement projects commence within the fiscal year from 7/1/23 to 6/30/24
G. Inter fund Transfer Loans from Fund Balance
1. No loans made to other funds
2. Amount of Park Dwelling funds transferred to Capital Project Fund for park projects = $1,273,945.12
H. Refunds Due to Protests - None
ATTACHMENTS:
1. City of Fullerton 5-Year CIP Schedule for Projects Using Park Dwelling Funds (EXHIBIT A).
2. Park Dwelling Balance Sheet 7/1/23 to 6/30/24 (EXHIBIT B).
3. Fullerton Municipal Code 21.12 (EXHIBIT C).
4. City of Fullerton Resolution No. 2023-037 (pertaining to Park Dwelling Fee) (EXHIBIT D).
Department: Project Priority Number: 1
Project Number: 54054 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 2023-24 FY 2024-25 FY 2025-26 FY 2026-27 FY 2027-28 TOTAL $350,000 $350,000
$100,000 $100,000
TOTALS $450,000 $0 $0 $0 $0 $450,000
Restrictions or Deadlines Associated with Outside Funding Sources:
This project will provide general park improvements and upgrades to park amenities. Improvements shall include walkway and basketball court repair, ADA compliance upgrades, replacement of drinking fountain, restroom rehabilitation, new shade structure, tables and benches and other miscellaneous work. This project will be partially funded by CDBG fund and is within the Parks & Recreation Department's work plan goal to focus on improvements to exitsting park amenities.
Parks and Recreation
Fall 2024
CIP-53
CITY OF FULLERTON
FISCAL YEARS 2023-24 - 2027-28
Parks Rehabilitation
Park Dwelling funds are restricted to acquisition and improvements City park property and may not be used for maintenance.
Valencia Park Improvements
Parks & Recreation
Policy P15.2
Valencia Park, 2425 W. Valencia Ave
Grant - CDBG
Park Dwelling Fund
Park Dwelling Fund Annual Report
FY 2023-24, page 3 EXHIBIT A
Department: Project Priority Number: 2
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 2023-24 FY 2024-25 FY 2025-26 FY 2026-27 FY 2027-28 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 2023-24 - 2027-28
Parks and Recreation
Park Facilities Improvements
Parks & Recreation
Policy P15.2
Parks Replacement
Various Locations
Ongoing - Annual Project
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. This project is within the Parks & Recreation Department's work plan goal to focus on improvements to exitsting park amenities.
CIP-54
Park Dwelling funds are restricted to acquisition and improvements City park property and may not be used for maintenance.
Park Dwelling Fund Annual Report
FY 2023-24, page 4
Department: Project Priority Number: 3
Project Number: 54501 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 2023-24 FY 2024-25 FY 2025-26 FY 2026-27 FY 2027-28 TOTAL $100,000 $100,000
TOTALS $100,000 $0 $0 $0 $0 $100,000
Restrictions or Deadlines Associated with Outside Funding Sources:
Park Dwelling Fund
CITY OF FULLERTON
FISCAL YEARS 2023-24 - 2027-28
Parks and Recreation
Hillcrest Park - Exercise Equipment
Parks & Recreation
Policy P15.2
Parks New Improvement
Hillcrest Park, 1200 N. Harbor Blvd
Fall 2024
This project will provide exercise equipment to an open park space that is currently under-utilized. All of the equipment uses the particpant's own body weight and therefore does not require any electricity. This amenity would fit in with well with the fitness theme at Hillcrest Park, which is known for its many walking trails and the Hillcrest stairs. This project is within the Parks & Recreation Department's work plan goal to focus on improvements to exitsting park amenities.
CIP-55
Park Dwelling funds are restricted to acquisition and improvements City park property and may not be used for maintenance.
Park Dwelling Fund Annual Report
FY 2023-24, page 5
Department: Project Priority Number: 4
Project Number: 54269 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 2023-24 FY 2024-25 FY 2025-26 FY 2026-27 FY 2027-28 TOTAL $400,000 $400,000 $400,000 $400,000 $0 $1,600,000
TOTALS $400,000 $400,000 $400,000 $400,000 $0 $1,600,000 Restrictions or Deadlines Associated with Outside Funding Sources:
Park Dwelling Fund
CITY OF FULLERTON
FISCAL YEARS 2023-24 - 2027-28
Parks and Recreation
Playground & Safety Surfacing Replacement
Parks & Recreation
Policy P15.2
Parks Replacement
Various Locations
Ongoing - Annual Project
This project involves the replacement of 2 to 4 park playgrounds and playground safety surfacing per year throughout the City's park system that have been identified as damaged and beyond repair or out of compliance. This replacement project will address playgrounds that are not included in larger park improvement projects and may require some design and engineering.
This project is within the Parks & Recreation Department's work plan goal to focus on improvements to exitsting park amenities.
CIP-56
Park Dwelling funds are restricted to acquisition and improvements City park property and may not be used for maintenance.
Park Dwelling Fund Annual Report
FY 2023-24, page 6
Department: Project Priority Number: 5
Project Number: 54691 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 2023-24 FY 2024-25 FY 2025-26 FY 2026-27 FY 2027-28 TOTAL $60,000 $60,000 $120,000
TOTALS $60,000 $60,000 $0 $0 $0 $120,000
Restrictions or Deadlines Associated with Outside Funding Sources:
CIP-57
Park Dwelling funds are restricted to acquisition and improvements City park property and may not be used for maintenance.
Park Dwelling Fund
CITY OF FULLERTON
FISCAL YEARS 2023-24 - 2027-28
Parks and Recreation
Independence Park Improvements
Parks & Recreation
Policy P15.2
Parks Rehabilitation
Independence Park, 801 W. Valencia Ave
Spring 2026
This project will provide general park improvements and upgrades to park amenities in two phases. The first phase will be the community meeting and desgin phase. City will contract with a skate board park design company to conduct community meetings to determine if a new above ground skate park at the front of the park can replace the below ground skate park at the back of the park. In addition this phase will include a design of a fully accessible playground towards the front of the park to replace the two smaller and older playgrounds adjacent to the gymnasium. The second phase will be engineering drawings followed by construction of the improvements which will include the community input for a skate park, fully accessible playground, picnic tables, benches, landscaping, and irrigation upgrades. Construction costs estimates are contingent on the community design and expected to be funded in FY 2025-26. This plan is to improve visibility and safety and to attract more park users.
Park Dwelling Fund Annual Report
FY 2023-24, page 7
Balance Sheet
BalanceCreditDebit
Year-To-DateBeginning
City of Fullerton
Balance
Fund 39 Park Dwelling Fund
Assets
432,233.772,992,154.45 1,814,822.551001 Claim on Cash 1,609,565.67
0.00-42,900.76 54,285.341050 Change to Mkt Value-Investment -97,186.10 11,438.499,801.02 9,801.021160 Interest Receivable 11,438.49 Total for Assets 1,523,818.061,878,908.91443,672.262,959,054.71 Fund Equities
0.00-2,696,717.25 262,337.463001 Fund Balance -2,959,054.71 262,337.46-262,337.46 0.003530 Reserve for Restricted Revenue 0.00 Total for Fund Equities -2,959,054.71262,337.46262,337.46-2,959,054.71 Revenues
Total for Revenues 0.000.000.000.00
Equities
Transfers Out
1,540,038.120.00 266,093.009974 TRF TO CAPITAL PROJECT FD (74) 1,273,945.12 Total for Transfers Out 1,273,945.12266,093.001,540,038.120.00 338,817.513100 Revenues 161,238.25177,579.260.00
0.0053.280.00 53.28Expenses3400
0.000.000.00 0.00Transfers In49XX
12,240,278.0070,841,753.520.00 0.0099XXTransfers Out
Net Income (Loss) 0.00
Net Change in Fund Balance
338,870.79
0.00 177,579.26
3,418,947.03
161,291.53
709,765.26 2,709,181.77
0.000.00 2,584,918.6339 - Park Dwelling FundTotal 2,584,918.63 0.00 User:
Park Dwelling Fund Annual Report
FY 2023-24, page 8
EXHIBIT B
From 7/1/2023 to 6/30/2024
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).
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EXHIBIT C
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).
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Park Dwelling Fund Annual Report
FY 2023-24, page 11 EXHIBIT D
Park Dwelling Annual Report FY 2023-24, page 12
32 Exhibit G
CITY OF FULLERTON
PARKS AND RECREATION DEPARTMENT
2023-24
POLICY STATEMENT AND FEE SCHEDULE
PERTAINING TO PARK DWELLING FEES
I. Purpose
Per Fullerto
n Municipal Code Sections 21.12.010 - 21.12.040, the purpose of the park dwelling fee is to im plement the goals and policie s of the Re
source Management Element of the City’s General Plan which calls for the creatio
n of open spaces throughout the community and the provision of a comprehensive and unified system of
parks and recreation facilities
acce
ssible to all residents. All money collected as fees imposed shall be depo
sited 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/1,000 population x Residents/Acquisition Development Park Std. Dwelling Unit 1,000
III. Fee
2023
-24 = $12,020 per dwelling unit
IV. Accesso
ry Dwelling Units are exempted from paying Park Dwelling Fees per Resolution 2019-07
Park Dwelling Fund Annual Report FY 2023-24, page 13