City of Santa Ana’s Public Works Agency
Assembly Bill 1600 Development Fee Report
Fiscal Year 2022-2023
Government Code Section 66006 requires local agencies that collect development impact fees to submit an annual notice detailing the status of those fees within 180 days after the last day of the fiscal year. The annual report must be made available to the public and then presented to the public agency (City Council) at least 15 days after it is made available to the public.
T
he following is the annual report for the City’s development impact fees.
P
rovide a brief description of the type of fee in the account or fund.
Drainage Assessment Fee
The drainage assessment fees are established in the Santa Ana Municipal Code. The City has six “local drainage areas,” each with its own fee schedule. Payment of the fee is required as a condition to the City’s approval of a subdivision or parcel map. The City is required to maintain a separate fund for the fee revenues of each such area. Expenditures from each such fund are limited solely to the construction of drainage facilities within the area from which the fund revenues were collected.
Sewer Connection Fee
The sewer connection fees are established in the Santa Ana Municipal Code. No person shall make any sewer connection unless a permit is issued by Public Works. No permit for such connection shall be issued unless the application is accompanied by the payment of a fee to the City in an amount which shall determine the applicant’s proportionate share of the cost of construction of such public sewer.
Water Connection Fee
The water connection fees are established in the Santa Ana Municipal Code. Water connection fees are used to establish water service. All applicants prior to connecting to a water main or prior to an increase in size of an existing water meter or service, shall apply and obtain a permit to do so and pay the water connection fees.
Transportation System Improvement Area Fee
The transportation system improvement areas fees are established in the Santa Ana Municipal Code. The purpose of a transportation system improvement program is to identify and designate those areas where the transportation system may experience a significant reduction in the level of service unless corrective measures are instituted concurrent with increased transportation demands. Fees collected for building projects and improvements on properties in a transportation systems improvement program area shall be used to improve the transportation system within such area when such improvements will substantially benefit the transportation system within the area.
Residential Development Fee
The residential development fees are established in the Santa Ana Municipal Code. The fees are served for the purpose of preserving an appropriate balance between the demand by residents for use of park and recreational facilities and the availability of such park and recreational facilities and to preclude residential development which would create an excess demand on such facilities. Fees paid shall be placed in a special fund known as the “Park Acquisition and Development Fund,” which will be used for the acquisition, construction and renovation of park and recreation facilities.
EXHIBIT 1
List the amount of the fee.
Drainage Assessment Fee Schedule
Areas Effective 7/1/2022
Area 1 $ 8,372.00
Area 2 $ 10,092.00
Area 3 $ 5,433.00
Area 4 $ 8,019.00
Area 5 $ 9,136.00
Area 6 $ 8,985.00
Sewer Connection Fee Schedule: $51.00 per plumbing fixture unit.
Water Connection Fee Schedule
Meters Effective 7/1/2022
5/8” Meter $ 465.00
3/4” Meter $ 465.00
1” Meter $ 465.00
1 1/2” Meter $ 496.00
2” Meter $ 560.00
3” Meter $ 1,886.00
4” Meter $ 2,815.00
6” Meter $ 4,533.00
Transportation System Improvement Area Fee Schedule
Non-Residential Areas Effective 7/1/2022
Area A $ 5.15 / sq. ft.
Area B $ 1.81 / sq. ft.
Area C $ 5.53 / sq. ft.
Area D $ 3.31 / sq. ft.
Area E $ 2.01 / sq. ft.
Area F $ 1.81 / sq. ft.
Residential* Effective 7/1/2022
Area A $ 5.15 / sq. ft.
Area B $ 1.81 / sq. ft.
Area C $ 5.53 / sq. ft.
Area D $ 3.31 / sq. ft.
Area E $ 2.01 / sq. ft.
Area F $ 1.81 / sq. ft.
*Applies only for projects with 5 or more dwelling units on the entire project.
Residential Development Fee Schedule
Bedrooms Effective 7/1/2022
5 Bedrooms $ 8,179.00
4 Bedrooms $ 7,352.00
3 Bedrooms $ 6,640.00
2 Bedrooms $ 4,948.00
1 or less $ 3,714.00
List the beginning and ending balance of the account or fund.
DEVELOPMENT IMPACT FEES – FY 2022/2023
BEGINNING
BALANCE
As of 07/01/22
ENDING
BALANCE
As of 06/30/23
PUBLIC WORKS AGENCY
New Transportation System Improvement Area Fee - Area B (Fund 033) $575,521.51 $581,819.03 New Transportation System Improvement Area Fee - Area E (Fund 034) $1,496,062.45 $1,731,199.88 New Transportation System Improvement Area Fee - Area F (Fund 035) $1,878,238.51 $1,851,251.60 Transportation System Improvement Area Fee - Area A (Fund 041) $700,551.81 $707,557.25 Transportation System Improvement Area Fee - Area B (Fund 042) $9,592.17 $9,688.09 Transportation System Improvement Area Fee - Area C-2 (Fund 048) $214,247.74 $216,390.17 Transportation System Improvement Area Fee - Area G (Fund 049) $98,750.31 $99,737.80 Sewer Connection Fee (Fund 055) $7,644,012.85 $4,160,736.41 Water Connection Fee (Fund 060) $33,112,526.15 $10,513,003.08 Drainage Assessment Fee - Area 1 (Fund 221) $1,020,497.88 $1,084,926.79 Drainage Assessment Fee - Area 2 (Fund 222) $273,895.45 $285,860.36 Drainage Assessment Fee - Area 3 (Fund 223) $421,886.72 $426,873.63 Drainage Assessment Fee - Area 4 (Fund 224) $419,915.30 $517,354.29 Drainage Assessment Fee - Area 5 (Fund 225) $282,170.25 $284,996.20 Drainage Assessment Fee - Area 6 (Fund 226) $381,053.23 $388,047.87 Transportation System Improvement JPA Area A (Fund 991) $2,611,036.54 $2,634,847.41 Transportation System Improvement JPA Area B (Fund 992) $10,641,688.00 $11,013,559.30
PARKS, RECREATION & COMMUNITY SERVICES AGENCY
Residential Development District 1 (Fund 311) $3,288,547.02 $989,473.70 Residential Development District 2 (Fund 312) $5,412,407.50 $3,397,203.90 Residential Development District 3 (Fund 313) $12,257,284.97 $11,677,281.45 Residential Development District 4 (Fund 314) $652,880.73 $370,570.44 Residential Development District 5 (Fund 315) $0.00 $1,492,453.54
List the amount of fees collected and the interest earned.
DEVELOPMENT IMPACT FEES – FY 2022/2023 FEES
COLLECTED
INTEREST
EARNED
PUBLIC WORKS AGENCY
New Transportation System Improvement Area Fee - Area B (Fund 033)
$539.38 $5,758.14
New Transportation System Improvement Area Fee - Area E (Fund 034)
$172,122.33 $15,752.92
New Transportation System Improvement Area Fee - Area F (Fund 035)
$147,277.76 $17,952.97
Transportation System Improvement Area Fee - Area A (Fund 041) $0.00 $7,005.44 Transportation System Improvement Area Fee - Area B (Fund 042) $0.00 $95.92 Transportation System Improvement Area Fee - Area C-2 (Fund 048) $0.00 $2,142.43 Transportation System Improvement Area Fee - Area G (Fund 049) $0.00 $987.49 Sewer Connection Fee (Fund 055) $1,225,447.49 $57,145.10 Water Connection Fee (Fund 060) $803,195.52 $3,849.04
DEVELOPMENT IMPACT FEES – FY 2022/2023 FEES
COLLECTED
INTEREST
EARNED
Drainage Assessment Fee - Area 1 (Fund 221) $53,915.68 $10,513.23 Drainage Assessment Fee - Area 2 (Fund 222) $9,183.72 $2,781.19 Drainage Assessment Fee - Area 3 (Fund 223) $760.62 $4,226.29 Drainage Assessment Fee - Area 4 (Fund 224) $94,944.96 $4,785.00 Drainage Assessment Fee - Area 5 (Fund 225) $0.00 $2,825.95 Drainage Assessment Fee - Area 6 (Fund 226) $3,054.90 $3,939.74 Transportation System Improvement JPA Area A (Fund 991) $0.00 $23,810.87 Transportation System Improvement JPA Area B (Fund 992) $742,832.68 $99,219.99
PARKS, RECREATION & COMMUNITY SERVICES AGENCY
Residential Development District 1 (Fund 311) $78,827.00 $12,081.99 Residential Development District 2 (Fund 312) $584,945.30 $41,073.01 Residential Development District 3 (Fund 313) $4,562,310.00 $141,143.78 Residential Development District 4 (Fund 314) $265,252.00 $2,796.71 Residential Development District 5 (Fund 315) $35,336.00 $23,635.69
Identify of each public improvement on which fees were expended and the amount of the expenditures on each improvement, including the total percentage of the cost of the public improvement that was funded with the fees.
PUBLIC IMPROVEMENT EXPENDITURES – FY 2022/2023 TOTAL
EXPENDITURE
PERCENT
FUNDED BY
FEE
PUBLIC WORKS AGENCY
Transportation System Improvement Area Fee – Area E (Fund 034) Project No. 18-6901 Warner Ave Improvements Phase 2: Oak-Grand $6,942,796.36 0.06% Project No. 20-6971 Warner Protection Bike Lane: Oak-Grand $87,320.48 3.92% Transportation System Improvement Area Fee – Area E (Fund 035) Project No. 13-6792 Bristol Widening: CC-Washington IIIA $1,326,958.34 0.93% Project No. 14-6802 Warner Avenue Widening: Main-Oak Phase I $1,820,344.98 3.08% Project No. 15-6827 Fairview Bridge & Street Improvements $1,537,270.74 0.15% Project No. 17-6883 Bristol Street & Memory Lane Inter Widening $176,551.44 49.71% Sewer Connection Fee (Fund 055)
Project No. 06-3510 Segerstrom/San Lorenzo S Lift $3,722,050.31 95.00% Project No. 18-6616 Flower Street Sewer Main Improvements $1,218,137.28 35.08% Project No. 19-6430 Wright Street Sewer Main Improvements $3,472,925.53 61.62% Project No. 21-6619 North East Annexation Sewer Improvements $3,504.76 100.00% Drainage Assessment Fee – Area 4 (Fund 224)
Project No. 20-6618 Warner Storm Drain Improvements: Phase 1 $19,361.62 11.83 %
PARKS, RECREATION & COMMUNITY SERVICES AGENCY
Parks Acquisition & Development – District 1 (Fund 311) Project No. 20-2714 El Salvador Basketball Court & Lighting $6,008.31 100.00% Parks Acquisition & Development – District 2 (Fund 312-13260) Project No. 15-2645 Santiago Park Gas House Area Improvements $1,359,644.78 57.68% Project No. 21-2727 Cabrillo Park Irrigation Renovation $502,407.89 100.00% Project No. 22-2752 Stadium Synthetic Turf $593,664.32 100.00% PUBLIC IMPROVEMENT EXPENDITURES – FY 2022/2023 TOTAL
EXPENDITURE
PERCENT
FUNDED BY
FEE
Project No. 22-2753 Stadium Scoreboard $331,665.22 83.72% Parks Acquisition & Development – District 2 (Fund 312-13261) Project No. 15-2645 Santiago Park Gas House Area Improvements $1,359,644.78 31.57% Project No. 22-2753 Stadium Scoreboard $331,665.22 16.28% Parks Acquisition & Development – District 3 (Fund 313) Project No. 16-2658 Santa Ana Zoo Giant River Otter Habitat $3,228,949.64 98.67% Project No. 20-2729 Standard & McFadden New Park $218,896.97 31.62% Project No. 21-2726 Pacific Electric Bike Trail Lighting Phase II $41,713.43 100.00% Project No. 21-2728 Sandpointe Park Security Lighting $17,888.60 100.00% Project No. 21-2740 Flower Street Bike Trail Renovation $995,089.35 100.00% Project No. 22-2769 Memorial Park Lighting Project $612,761.40 98.37% Parks Acquisition & Development – District 4 (Fund 314) Project No. 18-2681 Centennial Lake Renovation $43,426.48 51.40% Parks Acquisition & Development – District HSP (Fund 315) Project No. 19-7527 Santa Anita Park Renovation $3,166,782.64 46.69%
Provide the approximate date by which the construction of the public improvements will commence if the local agency determines that sufficient funds have been collected to complete financing on an incomplete public improvement, as identified in the City’s master plans, and the public improvement remains incomplete.
PUBLIC IMPROVEMENT PROJECTS EXPENDITURES – FY 2022/2023 STATUS PROJECT STATUS Transportation System Improvement Area Fee – Area E (Fund 034) Project No. 18-6901 Warner Ave Improvements Phase 2: Oak-Grand IN PROGRESS Project No. 20-6971 Warner Protection Bike Lane: Oak-Grand IN PROGRESS Transportation System Improvement Area Fee – Area E (Fund 035) Project No. 13-6792 Bristol Widening: CC-Washington IIIA IN PROGRESS Project No. 14-6802 Warner Avenue Widening: Main-Oak Phase I IN PROGRESS Project No. 15-6827 Fairview Bridge & Street Improvements IN PROGRESS Project No. 17-6883 Bristol Street & Memory Lane Inter Widening IN PROGRESS Sewer Connection Fee (Fund 055)
Project No. 06-3510 Segerstrom/San Lorenzo S Lift COMPLETED – OCTOBER 2023 Project No. 18-6616 Flower Street Sewer Main Improvements COMPLETED – OCTOBER 2022 Project No. 19-6430 Wright Street Sewer Main Improvements IN PROGRESS Project No. 21-6619 North East Annexation Sewer Improvements IN PROGRESS Drainage Assessment Fee – Area 4 (Fund 224)
Project No. 20-6618 Warner Storm Drain Improvements: Phase 1 COMPLETED – AUGUST 2023 Parks Acquisition & Development – District 1 (Fund 311) Project No. 20-2714 El Salvador Park Basketball Court & Lighting COMPLETED – JULY 2022 Parks Acquisition & Development – District 2 (Fund 312) Project No. 15-2645 Santiago Park Gas House Area Improvements COMPLETED – OCTOBER 2023 PUBLIC IMPROVEMENT PROJECTS EXPENDITURES – FY 2022/2023 STATUS PROJECT STATUS Project No. 21-2727 Cabrillo Park Irrigation Renovation COMPLETED – JANUARY 2023 Project No. 22-2752 Stadium Synthetic Turf COMPLETED – SEPTEMBER 2022
Project No. 22-2753 Stadium Scoreboard COMPLETED – SEPTEMBER 2023
Parks Acquisition & Development – District 3 (Fund 313) Project No. 16-2658 Santa Ana Zoo Giant River Otter Habitat COMPLETED - 2021 Project No. 20-2729 Standard & McFadden New Park IN PROGRESS Project No. 21-2726 Pacific Electric Bike Trail Lighting Phase II IN PROGRESS Project No. 21-2728 Sandpointe Park Security Lighting IN PROGRESS Project No. 21-2740 Flower Street Bike Trail Renovation IN PROGRESS Project No. 22-2769 Memorial Park Lighting Project COMPLETED – JUNE 2023 Parks Acquisition & Development – District 4 (Fund 314) Project No. 18-2681 Centennial Lake Renovation TBD
Parks Acquisition & Development – District HSP (Fund 315) Project No. 19-7527 Santa Anita Park Renovation TBD
Provide a description of each interfund transfer or loan made from the account or fund, including the public improvement on which the transferred or loaned fees will be expended and, in the case of an interfund loan, the date on which the loan will be repaid, and the rate of interest that the account or fund will receive on the loan.
DEVELOPMENT IMPACT FEES – FY 2022/2023
INTERFUND
TRANSFER OR
LOAN
AMOUNT
PUBLIC WORKS AGENCY
New Transportation System Improvement Area Fee - Area B (Fund 033) NONE New Transportation System Improvement Area Fee - Area E (Fund 034) NONE New Transportation System Improvement Area Fee - Area F (Fund 035) NONE Transportation System Improvement Area Fee - Area A (Fund 041) NONE Transportation System Improvement Area Fee - Area B (Fund 042) NONE Transportation System Improvement Area Fee - Area C-2 (Fund 048) NONE Transportation System Improvement Area Fee - Area G (Fund 049) NONE Sewer Connection Fee (Fund 055) NONE
Water Connection Fee (Fund 060) NONE
Drainage Assessment Fee - Area 1 (Fund 221) NONE
Drainage Assessment Fee - Area 2 (Fund 222) NONE
Drainage Assessment Fee - Area 3 (Fund 223) NONE
Drainage Assessment Fee - Area 4 (Fund 224) NONE
Drainage Assessment Fee - Area 5 (Fund 225) NONE
Drainage Assessment Fee - Area 6 (Fund 226) NONE
Transportation System Improvement JPA Area A (Fund 991) NONE Transportation System Improvement JPA Area B (Fund 992) NONE
PARKS, RECREATION & COMMUNITY SERVICES
DEVELOPMENT IMPACT FEES – FY 2022/2023
INTERFUND
TRANSFER OR
LOAN
AMOUNT
Residential Development District 1 (Fund 311) $2,383,974.00 Residential Development District 2 (Fund 312) NONE
Residential Development District 3 (Fund 313) NONE
Residential Development District 4 (Fund 314) $528,039.00 Residential Development District HSP (Fund 315) $2,912,013.00
Fund 315 was created for the Harbor Specific Plan (HSP) development Area. The HSP area overlays District 1 and District 4. The transfer represents the funds related to the HSP area and were held in Fund 311 and 314 until Fund 315 was established.