CITY OF MILPITAS
ANNUAL REPORT OF DEVELOPMENT FEES AND EXPENDITURES FOR THE FISCAL YEAR ENDED JUNE 30, 2024
EXHIBIT 1
CALAVERAS BOULEVARD WIDENING TRAFFIC IMPACT FEE
Description:
To implement the goals and objectives of the City of Milpitas General Plan and to mitigate the traffic impacts caused by new development in the City of Milpitas, certain roadways such as Calaveras Boulevard must be widened.
Fee:
The amount of the fee as of June 30, 2024 was as follows:
FY 23/24 Fee Unit1Residential 5 or More Units 278.00$ per unit2Retail Development of 1,000 or more Square Feet 1,184.00$ per square foot3Office Development of 1,000 or more Square Feet 588.00$ per square foot4Other Uses To Be Determined Activity Description
CITY OF MILPITAS
ANNUAL REPORT OF DEVELOPMENT FEES AND EXPENDITURES FOR THE FISCAL YEAR ENDED JUNE 30, 2024
EXHIBIT 1
CALAVERAS BOULEVARD WIDENING TRAFFIC IMPACT FEE
STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES Fees Collected And Interest Earned:
Revenues
Interest $ 1,646
Total Revenues $ 1,646
Excess/(Deficiency) Of Revenues Over/(Under) Expenditures $ 1,646 Beginning and Ending Balance:
Fund Balance, Beginning Of Year $ 85,007
Fund Balance, End Of Year $ 86,653
Inter-Fund Transfer Or Loan Made Description None
Refunds Made From Surplus Fees And Amount Of Any Allocations Made None
CITY OF MILPITAS
ANNUAL REPORT OF DEVELOPMENT FEES AND EXPENDITURES FOR THE FISCAL YEAR ENDED JUNE 30, 2024
EXHIBIT 2
TRANSIT AREA SPECIFIC PLAN (TASP) IMPACT FEE
Description:
Based on Resolution No. 8344, Transit Area Development Impact Fee Update Report Exhibit A prepared by Economic & Planning Systems, Inc., dated February 2014, the purpose of the Transit Area Specific Plan (TASP) Impact fee is to fund the planning and development (as described in the Report) of an approximately 437-acre area in the southern portion of the City near the Great Mall shopping center to support more residents and workers with appropriately scaled utilities, parks, community facilities, and roadways.
Fee:
The amount of the fee as of June 30, 2024 was as follows:
FY 23/24 Fee Unit1Residential 50,056.00$ per unit2Commercial 32.75$ per square foot3Office 56.28$ per square foot4Hotel -$ per room5Other Uses To Be Determined a
Activity Description
Fee applies Citywide except TASP Fees for Calaveras Boulevard Widening
CITY OF MILPITAS
ANNUAL REPORT OF DEVELOPMENT FEES AND EXPENDITURES FOR THE FISCAL YEAR ENDED JUNE 30, 2024
EXHIBIT 2
TRANSIT AREA SPECIFIC PLAN (TASP) IMPACT FEE
STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES Fees Collected And Interest Earned:
Revenues
TASP Impact Fees $ 2,093,717
Funding returned from closed project CP 2013– (Rmb1) Trade Zone/Montague Park – North 1,977,503
Funding returned from closed project CP 2021 – Costa Street Plan Line Study 125,000
Funding returned from closed project CP 4179 – Montague Expwy Widening 578,227
Interest 1,236,098
Total Revenues $ 6,010,545
Fees expended on public improvement (See table for % of cost funded with fees)
CP 2010 – Land/Right-of-Way Value Determination $ 8,000 CP 2019 – (Rmb1) TASP Recycled Water Distribution 104,609 CP 3469 – Metro Impact Fee Study 180,000
CP 3490 – Capital Improvement Program Administration 144,000 TASP Plan Administration Expenses 5,746
Total Expenditures $ 442,355
Excess/(Deficiency) Of Revenues Over/(Under) Expenditures $ 5,568,190 Payment received for Loan to Piper Montague Infrastructure Plan (PMIP) Plan $ 440,100 Beginning and Ending Balance:
Fund Balance, Beginning Of Year $ 43,568,089
Fund Balance, End Of Year $ 49,576,379
Inter-Fund Transfer Or Loan Made Description None
Refunds Made From Surplus Fees And Amount Of Any Allocations Made None 1 Rmb = Reimbursement
CITY OF MILPITAS
ANNUAL REPORT OF DEVELOPMENT FEES AND EXPENDITURES FOR THE FISCAL YEAR ENDED JUNE 30, 2024
EXHIBIT 2
TRANSIT AREA SPECIFIC PLAN (TASP) IMPACT FEE
CIP Item Number
and Title Project Description
% Funded with
Development
Fees
Construction
Commencement
Date
Project
Status
CP 2010 -
Land/Right-of-Way
Value Determination
This project provides for the
annual evaluation and
determination of land and right-
of-way fair market values within
the City for the purpose of
updating development fee
calculations such as the park-in-
lieu fee.
100% 2019 In Process
CP 2012 – (Rmb)1
Trade
Zone/Montague
Park - North
This project provides for
reimbursement to developers to
construct a new linear park north
of Penitencia Creek from new
South Milpitas Blvd Extension to
the city limits of San José in the
Trade Zone/Montague Park
subdistrict as specified in the
Transit Area Specific Plan.
100% 2017 Closed
CP 2019 - (Rmb1)
Metro Recycled
Water Distribution
The project provides
reimbursement to developers for
the construction of recycled
water system extension in the
Metro Specific Plan area. This
project is the City’s effort to
diversify the water supply
system and offset the use of
potable water with recycled
water mainly for irrigation
purposes. New mains will be
installed along Great Mall
Parkway, East Capitol Avenue,
Montague Expressway, South
Milpitas Boulevard, McCandless
Drive, Sango Court, Tarob
Court, and the Piper/Montague
subdistrict.
100% 2019 In Process
CP 2021 - Costa
Street Plan Line
Study
This project provides for the
preparation of a Plan Line Study
to evaluate the extension of
Costa Street to connect to S.
Abel St. and S. Main St. in the
Metro Specific Plan area. The
study will evaluate right-of way,
adjacent property access,
emergency vehicle access,
pedestrian circulation, and
streetscape opportunities.
100% N/A Closed
1 Rmb = Reimbursed
CITY OF MILPITAS
ANNUAL REPORT OF DEVELOPMENT FEES AND EXPENDITURES FOR THE FISCAL YEAR ENDED JUNE 30, 2024
EXHIBIT 2
TRANSIT AREA SPECIFIC PLAN (TASP) IMPACT FEE
CIP Item Number
and Title Project Description
% Funded with
Development
Fees
Construction
Commencement
Date
Project
Status
CP 3469 - Metro
Impact Fee Study
This project provides for the
preparation of an impact fee
nexus study for infrastructure
needs in the Milpitas Metro
Specific Plan (update of the
2008 TASP) planning area.
100% N/A Closed
CP 3490 - Capital
Improvement
Program
Administration
This project provides for the
annual preparation of the Capital
Improvement Program. Work
includes program administration,
printing, and software
programming assistance.
20% N/A In Process
CP 4179 -
Montague Expwy
Widening at Great
Mall Pkwy
This project provides a fourth
through lane in each direction on
Montague Expressway at Great
Mall Parkway, one westbound
lane on Montague Expressway
from Pecton Court to UPRR
rails, and a new bridge over
Berryessa Creek. Construction is
to be completed by VTA's
contractor.
11% 2019 In Process
TASP Plan Administration
Expense
100% N/A In Process
CITY OF MILPITAS
ANNUAL REPORT OF DEVELOPMENT FEES AND EXPENDITURES FOR THE FISCAL YEAR ENDED JUNE 30, 2024
EXHIBIT 3
STORM DRAINAGE IMPROVEMENT IMPACT FEE
Description:
Each Developer shall install all storm drains necessary to serve his development, sized in accordance with the City’s current Storm Master Plan. In addition, the Developer is required to pay all storm-related fees including connection fees as set forth in ordinance 239.8.
Fee:
Effective April 20, 2024, the amount of the fee was as follows:
FY 23/24 Fee Unit1Milpitas Metro Specific Plan Area -$ per runoff acre Milpitas Metro Specific Plan Area -$ per 100 sf of runoff surface 2Gateway-Main Street Specific Plan Area 48,768.00$ per runoff acre Gateway-Main Street Specific Plan Area 112.00$ per 100 sf of runoff surface 3Remaining Urban Service Area 240,000.00$ per runoff acre Remaining Urban Service Area 551.00$ per 100 sf of runoff surface Activity Description
CITY OF MILPITAS
ANNUAL REPORT OF DEVELOPMENT FEES AND EXPENDITURES FOR THE FISCAL YEAR ENDED JUNE 30, 2024
EXHIBIT 3
STORM DRAINAGE IMPROVEMENT IMPACT FEE
STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES Fees Collected And Interest Earned:
Revenues
Connection Fees $ 32,703
Funding returned from closed project CP 3709 1,401,460
Interest 79,447
Total Revenues $ 1,513,610
Fees expended on public improvement (See table for % of cost funded with fees)
CP 3714 – Flap Gate Replacement $ 400,000
CP 3715 – Storm Drain System Rehabilitation 1,000,000
Total Expenditures $ 1,400,000
Excess/(Deficiency) Of Revenues Over/(Under) Expenditures $ 113,610 Beginning and Ending Balance:
Fund Balance, Beginning Of Year $ 1,686,233
Fund Balance, End Of Year $ 1,799,843
Inter-Fund Transfer Or Loan Made Description None
Refunds Made From Surplus Fees And Amount Of Any Allocations Made None
CITY OF MILPITAS
ANNUAL REPORT OF DEVELOPMENT FEES AND EXPENDITURES FOR THE FISCAL YEAR ENDED JUNE 30, 2024
EXHIBIT 4
STORM DRAINAGE IMPROVEMENT IMPACT FEE
CIP Item Number
and Title Project Description
% Funded with
Development
Fees
Construction
Commencement
Date
Project
Status
CP 3709-Dempsey
Road Storm Drain
Replacement
The project provides for the
design and construction to
increase the capacity of the
existing storm drain system in
Dempsey Road and Edsel Dr. as
recommended in the Storm
Drain Master Plan, dated
October 21, 2021.
100% N/A Closed
CP 3714 - Flap
Gate Replacement
This project provides for the
assessment, design, and
installation of City flap gates,
check valves, and outfalls
located in all creeks within the
City.
100% 2017 In Process
CP 3715 - Storm
Drain System
Rehabilitation
This project provides for the
design and improvements of the
City’s storm drain systems due
to insufficient capacity and aging
infrastructure. Work will include
maintenance to pumps, electrical
and mechanical systems at
pump stations, and
improvements of City-owned
creeks and drainage ditches.
Work will be programmed based
on the new Storm Drain Master
Plan and Urban Runoff Program
requirements.
100% 2018 In Process
CITY OF MILPITAS
ANNUAL REPORT OF DEVELOPMENT FEES AND EXPENDITURES FOR THE FISCAL YEAR ENDED JUNE 30, 2024
EXHIBIT 4
CALAVERAS BOULEVARD WIDENING TRAFFIC IMPACT FEE
Summary:
This Five Year Report provides information and findings on unexpended funds in the Calaveras Boulevard Widening Traffic Impact Fee account as of June 30, 2024 pursuant to Government Code section 66001(d).
Fund Information:
The Calaveras Boulevard Widening Traffic Impact Fund currently contains Eighty-Six Thousand Six Hundred Fifty-Three Dollars ($ 86,653) in unexpended Traffic Impact Fees for the Calaveras Widening Project (Unexpended Fee).
Pursuant to Government Code section 66001(d)(1):
A)Purpose. The Unexpended Traffic Impact Fee will be used to fund facilities necessary to provide for the Calaveras Boulevard Widening Project as identified in the Transportation Impact Fee Study Report dated February 2009, and the City Capital Improvement Program 2018-2023 Final Report. The Project will widen Calaveras Boulevard from four lanes to six lanes between Town Center Drive and Abel Street within the City limits, with pedestrian and bicycle access in each direction, as well as reconstruction of certain bridge structures.
B)Relationship between the fee and the purpose for which it is charged. There exists a reasonable relationship between the Unexpended Fee described above and the purpose for which it was charged, as the improvements will mitigate increased traffic caused by development and ensure adverse traffic impacts be minimized by implementing needed roadway improvements as set forth in the Transportation Impact Fee Study Report Dated February 2009. The Fee is a means of ensuring new development located outside of the Transit Area Specific Plan (TASP) pay its proportionate share of the costs of the Calaveras Boulevard Widening Project. Specifically, the Fee is assessed based on vehicle trips generated by future (non-TASP) growth in Milpitas during PM peak hours which justify the need for additional street capacity.
C)Sources of funding anticipated to complete financing of incomplete improvements.
Based on the Transportation Impact Fee Study Report dated February 2009, the current estimated total cost of the Calaveras Boulevard Widening Project is approximately Eighty Million Dollars ($80,000,000), of which the City minimum local match share (11.47%) is Nine Million One Hundred Seventy Six Thousand Dollars ($9,176,000). The difference between the Project cost and the City local match share is anticipated to come from California State Transportation Improvement Funds. The City funding source for the local match share will include the Unexpended Fee of Eighty-Six Thousand Six Hundred Fifty- Three Dollars ($ 86,653), TASP funds of $6.8M, and future traffic impact fees to be collected for this Project from developments outside the TASP area.
D)Approximate dates on which the funding will be deposited. The funding will be transferred to the City Capital Improvement Program 2025-2029.
CITY OF MILPITAS
ANNUAL REPORT OF DEVELOPMENT FEES AND EXPENDITURES FOR THE FISCAL YEAR ENDED JUNE 30, 2024
EXHIBIT 4
TRANSIT AREA SPECIFIC PLAN (TASP) IMPACT FEE
Summary:
This Five Year Report provides information and findings on unexpended funds in the Transit Area Specific Plan (TASP) Fee account as of June 30, 2024 pursuant to Government Code section 66001(d).
Fund Information:
The TASP Fee Fund currently contains Forty-Nine Million Five Hundred Seventy-Six Thousand Three Hundred Seventy-Nine Dollars ($ 49,576,379) in unexpended TASP Fees (Unexpended Fee).
Pursuant to Government Code section 66001(d)(1):
A)Purpose. The Unexpended Fee will be used to fund facilities necessary to provide infrastructure, as identified in the Transit Area Development Impact Fee Report, dated February 2014, prepared by Economic and Planning Systems, Inc. and the City Capital Improvement Program 2018-2023 Final Report. The Fee funds basic public infrastructure needed to serve the new development in the Transit Area Specific Plan area and to maintain or improve levels of service for public facilities.
B)Relationship between the fee and the purpose for which it is charged. There exists a reasonable relationship between the Unexpended Fee described above and the purpose for which it was charged as the improvements will mitigate the infrastructure needs and use caused by both the residential and commercial development and ensure increased TASP area impacts be minimized by implementing needed TASP infrastructure improvements as set forth in the Transit Area Development Impact Fee Report dated February 2014.
C) Sources of funding anticipated to complete financing of incomplete improvements.
Based on the Transit Area Development Impact Fee Update dated February 2014, the current estimated total cost of infrastructure is approximately $249,611,290. Anticipated funding will come from developers who have been entitled and will pay at the building permit issuance milestone.
D)Approximate dates on which the funding will be deposited. The date on which future TASP fees will be collected from developers is unknown.
CITY OF MILPITAS
ANNUAL REPORT OF DEVELOPMENT FEES AND EXPENDITURES FOR THE FISCAL YEAR ENDED JUNE 30, 2024
EXHIBIT 6
FIVE YEAR REPORT OF STORM DRAINAGE IMPROVEMENT IMPACT FEE Summary:
This Five Year Report provides information and findings on unexpended funds in the Storm Drain Fee account as of June 30, 2024 pursuant to Government Code section 66001(d).
Fund Information:
The Storm Drain Fee Fund currently contains One Million Seven Hundred Ninety-Nine Thousand Eight Hundred Forty-Three Dollars ($ 1,799,843) in unexpended Storm Drain Fees (Unexpended Fee).
Pursuant to Government Code section 66001(d)(1):
(A)Purpose. The Unexpended Fee will be used to fund facilities necessary to fund storm drainage infrastructure, as identified in the Storm Drainage Improvement Impact Fee Report, dated June 2023, and the City Capital Improvement Program 2025-2029 Final Report. The Fee funds basic public infrastructure needed to serve new development in the Gateway – Main Street Specific Plan (GSP) area, which includes extending the storm drain system to underserved areas of proposed development, and capital improvement projects downstream of proposed development, which are identified in the 2021 Storm Drain Master Plan (SDMP).
(B)Relationship between the fee and the purpose for which it is charged. There exists a reasonable relationship between the Unexpended Fee described above and the purpose for which it was charged as new development will increase the impervious percentage of a project site and generate additional runoff, and development in the GSP area will require the addition of storm drain infrastructure set forth in Storm Drainage Improvement Impact Fee Report dated June 2023.
(C)Sources of funding anticipated to complete financing of incomplete improvements.
Based on the Storm Drainage Improvement Impact Fee Report dated June 2023, the current estimated total cost of infrastructure is approximately $116,070,871. Anticipated funding will come from developers who have been entitled and will pay at the building permit issuance milestone.
(D)Approximate dates on which the funding will be deposited. The City will perform an assessment on Main Street Flood Study Project to identify any new storm drain improvements needed in this area. The City plans to appropriate the Unexpended Fee to this Project in the upcoming fiscal year 2026-2027 based on the result of the assessment.