Impact Fee Annual
Report FY 2023-24
Albert Merid, Assistant Director, PBD
Alicia Gaylord , Housing Development, Deputy Director, HCD Jamie Parks, Assistant Director, OakDOT
Christine Reed, CIP Manager, OPW
Purpose of Meeting
• Present the Annual Impact Fee Report for fiscal year (FY) 2023 -24 to meet requirements of Mitigation Fee Act.
• For the full Impact Fee Annual Report for Affordable Housing, Jobs/Housing, Transportation, and Capital Improvements Impact Fees, Fiscal Year Ended June 30, 2024 see Attachment A of the Report .
• The full report can be found online at www.oaklandca.gov/topics/impact -fees What are Impact Fees?
• Governed by the Mitigation Fee Act (Gov . Code Section 66000 et seq .). • Impact fees are one -time contributions made by project applicants to offset the effects that result from their project.
• Impact fees must bear a reasonable relationship to the impacts of the project.
• Related to increased demands to the City of Oakland for the services and facilities it provides.
How have impact fees been
implemented in Oakland?
Oakland currently assesses the following impact fees:
• Jobs/Housing – Chapter 15.68 of the Oakland Municipal Code (OMC) • Affordable Housing – Chapter 15.72 of the OMC
• Capital Improvements and Transportation – Chapter 15.74 of the OMC What fees were collected in fiscal year
(FY) 2023-24?
Impact Fees Assessed July 1, 2023 –June 30, 2024
Impact Fee Type Total Assessed Total Collected
Affordable Housing Impact Fees $3,915,115 $3,310,216
Jobs/Housing Impact Fee $501,692 $1,752,809
Transportation Impact Fees $1,116,709 $1,312,509
Capital Improvements Impact Fees $604,010 $867,205
Assessed Fees vs. Collected Fees
Table 7. Expired Permits with Assessed Fees as of FY 2023 -24 Impact Fee Type Total Fees for Expired Permits
Affordable Housing Impact Fees $246,132
Jobs/Housing Impact Fee $501,692
Transportation Impact Fees $9,839
Capital Improvements Impact Fees $47,607
HCD – Affordable Housing Impact Fees
• Adopted in 2016 in OMC
Chapter 15.72, the Affordable
Housing Impact Fee is
focused on development of
new housing units, including
live/work and work/live units
3050 International
AHIF Options
• As an alternative to payment of the Affordable Housing Impact Fee, developers have the option to build affordable units on -site or off -site.
• Attachment B provides details for projects that opted to develop affordable housing in lieu of fees.
• Attachment C provides projects that were assessed impact fees in fiscal year 2023 -24 (July 1, 2023 – June 30, 2024).
HCD – Affordable Housing Impact Fee
(AHIF) Fund Balance Summary
Table 3. Affordable Housing Impact Fees, FY 7/1/23 – 6/30/24 Document Establishing Fee OMC Chapters 15.72 & 15.62
Project N/A
Starting Balance $25,420,635
Fees Collected (Fund 1870, 1872) $3,310,216
Refunds ($137,724)
Interest Earned (Fund 1870, 1872) $531,103
Expenditures ($10,962,124)
Ending Balance as of June 30, 2024 $18,162,106
Funds Committed as of June 30, 2024 $11,067,664
Funds Yet to be Committed as of June 30,
2024
$7,094,443
HCD – AHIF Impact Fee Funded Projects (1 of 3)
Project and
Address
Affordable
Units
AHIF
Funding
(All Years)
Status as of June 30, 2024 Status as of 3/13/2025
2700
International
75 $2,500,000 In predevelopment, seeking
additional funding
commitments.
Predevelopment
500 Lake Park 53 $983,130 In predevelopment, seeking
additional funding
commitments.
Predevelopment
34th & San Pablo 60 $527,870 In predevelopment, seeking additional funding
commitments.
Predevelopment
3050
International
75 $1,430,371 In construction as of March 2024. Construction underway, (Estimated completion:
January 2026)
Phoenix 101 $272,034 In construction as of August
2023.
Construction underway,
(Estimated completion:
July 2025)
HCD – AHIF Impact Fee Funded Projects (2 of 3)
Project and
Address
Affordable
Units
AHIF
Funding
(All Years)
Status as of June 30, 2024 Status as of 3/13/2025
Friendship
Senior Rental
Housing: 1904
Adeline Street
48 $2,872,998 In construction (started
September 2023).
Construction underway,
(Estimated completion:
Spring 2025)
Longfellow
Corner: 3801 -
3807 & 3823 -3829
MLK Jr. Way
77 $11,318,000 In construction (started May
2024).
.
Construction underway,
(Estimated completion:
Oct. 2026)
West Grand &
Bush Phase I:
760 22nd Street
&2201 Brush
Street
59 $2,330,000 In construction. (started October
2022, but experienced major
storm -related delays in 2023)
Scheduled for
completion in
Spring 2025.
7th & Campbell:
7th & Campbell
79 $460,192 Construction completed in June
2024.
Preparing for
permanent loan closing.
HCD – AHIF Impact Fee Funded Projects (3 of 3)
Project and
Address
Affordable
Units
AHIF Funding
(All Years)
Status as of June 30,
2024
Status as of 3/13/2025
Oak Hill
Apartments/NOV
A: 445 30 th Street
57 $1,600,000 Construction was
completed as of June
2021.
Completed
95th Avenue &
International
Blvd
55 $1,409,714 Completed June 2023;
permanent closing
occurred February 2024.
Completed
Agnes Memorial
Senior Housing
60 $769,629 Predevelopment Funding commitment
expired after 6/30/2024.
AHIF funding has been
redeployed in FY25.
2000 36th
Avenue (ACAH) 55 $40,119
Acquisition completed,
rehabilitation phase to
start in FY 2024 -25
524 -530 8th
Street (ACAH) 39 $1,158,809
Acquisition completed,
rehabilitation phase to
start in FY 2024 -25.
AHIF/JHIF Project Profile: 2700 International
New Construction
• 75 Units (22 Homeless/SN)
• 2700 International (CD 5)
Developer : The Unity Council
City Funding : $16,300,000 (inc. $ 2 . 5 M A H I F
& $ 2 . 5 M J H I F f u n d s )
T o t a l D e v e l o p m e n t C o s t: $ 8 7 . 5 M Other : Project plans to serve 19
homeless veterans with VASH voucher
funding. Potential Homekey + hybrid project.
HCD – Jobs/Housing Impact Fee
• OMC Chapter 15.68 (Ordinance No. 12442 C.M.S.)
established a Jobs/Housing Impact Fee
• Any new office or warehouse/distribution development
project in a new or existing building over 25,000 square feet must pay to the City the Jobs/Housing Impact Fee,
or may elect to construct affordable housing per OMC
Section 15.68.080
HCD – Jobs / Housing Impact Fee (JHIF)
Fund Balance Summary
Table 5. Jobs/Housing Impact Fee, Fiscal Year 7/1/23 – 6/30/24 Document Establishing Fee Oakland Municipal Code
Chapters 15.68 & 15.62
Project N/A
Starting Balance $10,518,369
Fees Collected(Fund 1871) $1,752,809
Refunds $0
Interest Earned (Fund 1870, 1871) $669,442
Expenditures $(2,941,187)
Prior Year Expenditures Returned to JHIF $3,965,000
Ending Balance as of June 30, 2024 $13,964,433
Funds Committed as of June 30, 2024 $9,547,703
Funds Yet to be Committed as of June 30, 2024 $4,416,730 HCD – JHIF Impact Fee Funded Projects (1 of 4)
Project and
Address
Affordable
Units
JHIF Funding
(Since FY17)
Status as of June 30,
2024
Status as of 3/13/2025
2700
International 75 $2,500,000
In predevelopment,
seeking additional
funding commitments.
In predevelopment
34th & San Pablo 60 $3,472,130 In predevelopment,
seeking additional
funding commitments.
In predevelopment
3050
International
75 $2,263,889 In construction as of
March 2024.
Construction underway.
(Est. completion:
January 2026)
Longfellow
Corner, 3801 -
3807 & 3823 -
3829 MLK Jr.
Way
77 $1,018,000
In construction (started
May 2024).
Construction underway,
(Estimated completion:
Oct. 2026)
HCD – JHIF Impact Fee Funded Projects (2 of 4)
Project and
Address
Affordable
Units
JHIF
Funding
(Since
FY17)
Status as of June 30, 2024 Status as of 3/13/2025
Phoenix: 801
Pine Street
101 $1,018,588 In construction as of
August 2023.
Construction underway,
(Estimated completion:
July 2025)
Friendship
Senior Rental
Housing: 1904
Adeline Street
48 $1,193,000 In construction (started
September 2023).
Construction underway,
(Estimated completion:
Spring 2025)
Casa Suenos aka
Fruitvale Transit
Village Phase II -
B: E. 12th Street
& 35th Avenue
181 $1,604,123 Construction completed in
January 2024.
Permanent loan closing
underway.
HCD – JHIF Impact Fee Funded Projects (3 of 4)
Project and
Address
Affordable
Units
JHIF Funding
(Since FY17)
Status as of June 30,
2024
Status as of 3/13/2025
95th Avenue &
International
Blvd
55 $129,681 Completed June 2023;
permanent closing
occurred February 2024.
Completed
West Grand &
Brush Phase I:
760 22nd Street &
2201 Brush Street
59 N/A Funds swapped out from
JHIF FY24
N/A
Agnes Memorial
Senior Housing
60 $1,096,456 Predevelopment Funding commitment
expired after
6/30/2024. JHIF
funding has been
redeployed in FY25.
1432 12th Avenue
(ACAH) 7 $1,209,000
Acquisition completed;
rehabilitation 99%
completed.
Construction
completion projected
March 2025.
HCD – JHIF Impact Fee Funded Projects (4 of 4)
Project and
Address
Affordable
Units
JHIF
Funding
(Since FY17)
Status as of June 30,
2024
Status as of 3/13/2025
2000 36th
Avenue (ACAH) 55 $138,096
Acquisition completed,
rehabilitation phase to
start in FY2024 -25.
Rehabilitation phase
start projected May 2025.
1921 & 2022 36th
Avenue (ACAH) 25 $1,450,000
Acquisition and minor
rehabilitation phase
completed, larger
rehabilitation phase to
start in early 2025.
Rehabilitation phase
start projected Spring
2025.
Predevelopment
Loan Program
n/a $400,000 Over the counter
available. Current
program maximum is
$50,000 per project.
On hiatus pending
program revamp.
JHIF Project Profile:
2000 36th Avenue Apartments
• 55 units, acquired by The Unity Council in
2020 for $9.6 M
• Built in 1959, 2-story wood construction
• Acquisition Financing – $9.6 M :
o Oakland Bond Measure KK - $5M
o Oakland JHIF Funds: $138,096
o Enterprise Loan Fund: $2.3 M
o Enterprise Housing for Health: $3.3 M
• Rehab: Plumbing, Windows, Retrofit
Transportation Impact Fee
• OMC Chapter 15.74 (Ordinance No. 12442 C.M.S.) establishes citywide transportation impact fees to assure:
• development projects pay their fair share
• compensate for the increased demand for transportation infrastructure
Transportation Impact Fees
Funded projects must meet the following criteria:
• Consistency with City goals, plans, and policies;
• Contained within the City’s Capital Improvement Program; • Part of the City’s citywide transportation infrastructure or provides connectivity between neighborhoods and activity centers within the City, or to neighboring communities or regional transportation facilities, and is not primarily for access to one specific neighborhood or development site; • May not be used for rehabilitation, maintenance or operating cost; and • Improves or expands the City’s citywide transportation infrastructure to address and manage travel demand from new development
Transportation Impact Fees FY 2023 -24
Starting Balance $9,373,212
Fees Collected $1,312,509
Refunds $(180,197)
Interest Earned $436,870
Ending Balance as of June 30, 2024 $10,481,326*
Funds Committed as of June 30, 2024 $9,373,868
Funds Held in Contingency (as of June 30, 2024) $1,107,458 *Does not reflect unrealized gain/loss
Transportation
Goals:
• Improve pedestrian, bicyclist, and
traffic safety
• Realign this five -way intersection to a
four -way intersection
• Shorten traffic signal length; reduce
vehicle delay
• Reduce crossing distance for
pedestrians and bicyclists
• Create continuous bike lanes
• Create a public plaza
Status:
• Construction began in June 2022
• Expected completion by winter 2025
$2.1 Million in TIF funding for:
Public Improvements at 24th St, Harrison St, Bay Place & 27th St Goals:
• Improve signal visibility
• Eliminate conflicts between left -
turning vehicles and pedestrians
• Install leading pedestrian intervals
• Modernize signal equipment at
22nd Ave and Foothill Blvd.
• Install concrete median island at
intersection of Foothill Blvd and
Munson Way
Status:
• Project currently in design
• Anticipated to start construction
by spring 2025
• Expected completion by winter
2025
$1 Million in TIF Funding for:
Garfield Elementary Pedestrian Improvements
Goals:
• Supports high -scoring CIP projects
(Complete Streets Capital Program |
opengov.com ) that implement larger
scale streetscape improvements with a
focus on safety for people walking,
biking, transit and driving
• Serves as local match for outside grants
Status:
• TIF funding is allocated to specific
projects, typically once they enter
construction
• Current funded projects:
• 14 th Ave Streetscape
• Lakeshore Ave Separated Bike Lanes
$6.3 Million in TIF Funding for:
Complete Streets Capital Projects
Oakland Public Works
FY 23-24 Capital Improvements Impact Fee
Project Status Report through 6.30.24
Project identification
Oakland Public Works Department consults with the Planning and Building Department and City Attorney’s Office to develop eligible capital projects and implement them in accordance with the Administrative Regulations and Manual.
Capital Improvement Impact Fee
Funding criteria for public facilities:
• The project is a capital project contained within the City’s Capital Improvement Program ;
• If the project supports fire, police, library, or parks and recreation services, the project must improve or expand the City’s public facilities to accommodate service demand from new development; funds may not be used for rehabilitation, maintenance or operating costs; and • If the project supports storm drain services the project must improve, expand, or rehabilitate the City’s storm drain facilities to accommodate service demand from new development.
• The project may include preparation and revision of plans, policies, and studies that are required to make necessary findings, prioritizations, and determinations for projects that improve, expand or rehabilitate approved infrastructure.
OPW – Capital Improvement Impact Fee FY 2023-24
Capital Improvement Impact Fees FY 2023 -24
Starting Balance $5,898,947
Fees Collected $867,205
Refunds ($ 282,136)
Interest Earned $269,657
Expenditures ($1,306,744)
Ending Balance as of June 30, 2024 $5,501,667
Funds Committed as of June 30, 2024 $2,429,636
Funds Yet to be Committed as of June 30, 2024 $3,072,031 OPW – Capital Improvement Impact Fee FY 2023-24
Project CIIF
Funding
Fiscal
Year
Status as of 06/30/2024
Storm Drainage Master Plan
(SDMP)
$991,000 FY 2020-21 Currently in process. For example, the hydraulic model is 100% complete, condition assessments 40%
complete, and design standards are 95% complete.
Public outreach is underway. The City Council
approved Resolution No. 88355 C.M.S. on November 10,
2020 to award the firm Wood Rogers the contract to
develop the SDMP.
Fire Station 10 & 12 Renovation
Project
$700,000 +
$691,000 +
$218,500
$1,609,500
FY 2017-19
Capital
Program
FY 2020-21
FY 2022-23
The project is currently in construction for Fire Station
10. Fire Station 12 paving is in process and pending the contractor to proceed with the work. Construction is
set to begin in February 2025.
Brookfield Library Renovation
Project
$300,000 FY 2017-19
Capital
Program
This project is currently complete in the design phase
and will be going out to bid for construction at the end of 2024. Construction is set to begin in July of 2025.
Capital Improvement Impact Fee (CIIF) Projects 1 of 4
Project CIIF Funding Fiscal Year Status as of 06/30/2024 Malonga Center
Feasibility Study
$800,000 FY 2021-22 Biennial
Council Amendment
Feasibility Study was completed and issued
to stakeholders in September of 2024.
Further work pending outcome of
presentation and feedback to stakeholders.
Digital Arts & Culinary
Academy Phase 2
Renovation & Expansion
$500,000 FY 2021-2022 The project is currently in construction and expected to be substantially completed by
the end of 2024.
Mosswood Recreation
Center Expansion
$125,000 +
$125,000 +
$715,000
$965,000
FY 2021-2022
FY 2022-2023
FY 2023-2024 CIP
The project is currently in construction.
Completion is anticipated in late summer
2025.
Redwood Heights Park
Tot Lot & Park
Expansion
$100,000 FY 2021-22 Biennial
Council Amendment
Project is completed and all funds have
been expended.
Capital Improvement Impact Fee (CIIF) Projects 2 of 4
Project CIIF
Funding
Fiscal Year Status as of 06/30/2024
Junior Science
Center
$40,000 FY 2021-22
Biennial Council
Amendment
This project is complete and invoices are in process for payment. The City’s Risk Department is coordinating
with the City’s Insurance Company’s Restoration
vendor who is handling the restoration project.
West Oakland
Youth Center
$50,000 FY 2021-22
Biennial Council
Amendment
Project is complete and final invoices are in process
for payment
District 3
Community Center
CIP
$96,000 FY 2021-22
Biennial Council
Amendment
Exploring repurposing funds
for DeFremery Recreation Center for facility
improvements.
Arroyo Viejo Park $25,000 FY 2021-22
Biennial Council
Amendment
Project on hold, awaiting larger site remodel.
Capital Improvement Impact Fee (CIIF) Projects 3 of 4
Project CIIF
Funding
Fiscal Year Status as of 06/30/2024
Feasibility Study for
1310 Oak Street Fire
Alarm Building
$30,000 FY 2021-22
Biennial Council
Amendment
The project has been completed and remaining
available funds of $8,947 has been returned to the fund balance.
Holly Mini Park $250,000 FY 2022-2023 The project is complete. A ribbon-cutting celebration was held in September 2024.
73rd Avenue Soil
Remediation
$50,000 FY 2023-2024 CIP Project is currently in process with construction to begin in March of 2025.
East Oakland Sports
Center Expansion
$200,000 FY 2023-2024 CIP Project is currently in process with construction to begin in March of 2025.
Oakland Tool
Lending Library
$35,000 FY 2023-2024 CIP The project is on hold pending additional funding or reduction in design scope.
Capital Improvement Impact Fee (CIIF) Projects 4 of 4
CIIF Project Highlights
Holly Mini Park
Redwood Heights Park Tot
Lot & Park Expansion
Item # Description FY 2024 -2025
One -Time
FY 2024 - 2025
Total
Notes
1 Caldecott Trail $115,000 $115,000
2 Mosswood Recreation Center Expansion $35,000 $35,000 3 Digital Arts – Phase 2 $350,000 $350,000
4 Storm Drain Master Plan $300,000 $300,000
5 Tyrone Carney Park Renovation $700,000 $700,000
6 Sobrante Park Renovation $600,000 $600,000
7 Tyrone Carney Park Renovation (proposed
additional request)
$200,000 $200,000 S a m p l e
P r o j e c t
( p r o p o s e d )
8 Sobrante Park Renovation
(proposed additional request)
$772,031 $772,031 S a m p l e
P r o j e c t
( p r o p o s e d )
Subtotal of Expenditure Additions $3,072,031 $3,072,031 OPW – Future Project Fund Requests
• Phase I, State Required Impact Fee Five Year Review - Completed Dec. 2021
• Phase II, Completed 2024:
• Feasibility Analysis and Evaluation of Impact Fees
• Analysis of Inclusionary Affordable Housing and AHIF Options Evaluate Implications for Affordable Housing Production (added with Housing Element)
• Phase III, Completed 2024: Stakeholder Meetings
• Phase IV, City Council Hearings:
• CED - Initial Feedback of Updates to Impact Fees – Completed Dec. 2024
• CED – Return With Code Changes to Impact Fees – June 2025 Study for Impact Fees
Staff Recommendation
That the Community & Economic Development Committee Receives the Annual Report on the Affordable Housing, Capital Improvements, Transportation, and Jobs/Housing Impact Fees for FY 2023-24.
That this be scheduled for the next City Council Meeting.