(A) A brief description of the type of fee in the account or fund. (B) The amount of the fee.
Project Fee
Retail $12.79 per square foot
Office $14.70 per square foot
Hotel/Lodging $4.03 per square foot
Hospital $8.06 per square foot
Industrial $9.88 per square foot
Creative Office $12.58 per square foot
Medical Office $9.04 per square foot
Institutional $13.42 per square foot
(C) The beginning and ending balance of the account or fund and (D) The amount of the fees collected and the interest earned.
FISCAL
YEAR
BEGINNING
FUND BALANCE FEES COLLECTED INTEREST EARNED EXPENDITURES REFUNDS*
ENDING FUND
BALANCE
FY 2023-24 2,322,234 $ 61,607 52,785 106,630 $ 2,329,996 *Refund due to COVID-19 and prior City Council Resolution. (H) The amount of refunds made pursuant to subdivision (e) of Section 66001 and any allocation pursuant to subdivision (f) of Section 66001.
For each separate account or fund established pursuant to subdivision (a), the local agency shall, within 180 days after the last day of each fiscal year, make available to the public the following information for the fiscal year:
City of Santa Monica
Development Impact Fees Report Pursuant to the Mitigation Fee Act Fiscal Year Ended June 30, 2024
Affordable Housing Commercial Linkage Fee
For the purpose of compliance with Government Code subsection 66006(b)(1), the following information regarding AB 1600 fees is presented:
Affordable Housing Commercial Linkage Fee - A fee paid to the City by an applicant for approval of certain development projects to contribute to the creation of affordable housing production or preservation to offset additional need for affordable housing generated by new commercial development.
(E) Identification 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 fees. Note: The percentage will be reported upon completion of the project/s.
No expenditures were incurred during this reporting period.
F) An approximate date by which the construction of the public improvement will commence if the local agency determines that sufficient funds have been collected to complete financing on an incomplete public improvement, as identified in paragraph (2) of subdivision (a) of Section 66001, and the public improvement remains incomplete.
(G) 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.
Sufficient funds are available to assist in the financing of an acquisition and rehabilitation loan beginning August 2024. The City is in the process of identifying additional eligible projects.
No interfund transfers or loans were made during the fiscal year from this fund.
No refunds were made during the fiscal year pursuant to Gov. Code 66001 (e).
Attachment A
Affordable Housing Commercial Linkage Fee
Additional Information is being provided regarding this fee:
Local Funds Misc. Grants Fund
$30,072,856 $0
$30,072,856 $0
Local Funds Misc. Grants Fund
Funds Available N/A
(1) Identification of the purpose to which the reportable fees are to be put.
The purpose of the Affordable Housing Commercial Linkage Fee is to ensure that new commercial development contributes to costs of providing affordable housing necessary as a result of commercial development (creative office space, hotel, retail and entertainment, medical, industrial/light manufacturing, institutional, and hospitals) which creates a variety of new jobs with varied degrees of compensation for workers. The addition of new workers in new commercial developments generates housing demands for households at extremely low, very low, low, and moderate incomes. New market rate housing development projects in the City have provided a disproportionate quantity of housing units that are not affordable to all income groups creating an unbalanced housing stock. Funds for construction, expansion or improvement of affordable housing, including Federal and State housing finance and subsidy programs, are not available to accommodate the needs caused by new commercial development projects. (2) Demonstration of a reasonable relationship between the reportable fees and the purposes for which they are charged.
The Fee is based on a nexus study that demonstrates the reasonable relationship between the purpose of the Affordable Housing Commercial Linkage Fee, the fee amount, the revenue generated, and the impacts of commercial development that the proposed use of that revenue is intended to address. The Affordable Housing Commercial Linkage Fee collected from new commercial development is designed to assist in the production or preservation of affordable housing. (3) Identification of all City sources and amounts of funding to complete financing of the projects as identified by the City.
Project Affordable Housing Commercial Linkage Fee
2033‐2101 Virginia Avenue $1,000,000
Funds to be leveraged for the production or
preservation of affordable housing $1,329,996
Total $2,329,996
(4) Identification of the approximate dates on which the funding referred to in item 3 is expected to be deposited into the appropriate account or fund.
Project Affordable Housing Commercial Linkage Fee
2033‐2101 Virginia Avenue Funds Available
Attachment A
(A) A brief description of the type of fee in the account or fund. (B) The amount of the fee.
Project Fee
Residential $182.67 per unit
Hotel $4.35 per square foot
Retail $6.20 per square foot
Office $8.67 per square foot
(C) The beginning and ending balance of the account or fund and (D) The amount of the fees collected and the interest earned.
FISCAL
YEAR
BEGINNING
FUND BALANCE FEES COLLECTED INTEREST EARNED EXPENDITURES REFUNDS* ENDING FUND BALANCE FY 2023-24 1,433,680 $ 41,487 32,585 79,645 $ 1,428,107 *Refund due to COVID-19 and prior City Council Resolution.
No interfund transfers or loans were made during the fiscal year from this fund.
No refunds were made during the fiscal year pursuant to Gov. Code 66001 (e).
No expenditures were incurred during this reporting period.
F) An approximate date by which the construction of the public improvement will commence if the local agency determines that sufficient funds have been collected to complete financing on an incomplete public improvement, as identified in paragraph (2) of subdivision (a) of Section 66001, and the public improvement remains incomplete.
City of Santa Monica
Development Impact Fees Report Pursuant to the Mitigation Fee Act Fiscal Year Ended June 30, 2024
Child Care Linkage Fee
For the purpose of compliance with Government Code subsection 66006(b)(1), the following information regarding AB 1600 fees is presented:
(G) 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.
(H) The amount of refunds made pursuant to subdivision (e) of Section 66001 and any allocation pursuant to subdivision (f) of Section 66001.
For each separate account or fund established pursuant to subdivision (a), the local agency shall, within 180 days after the last day of each fiscal year, make available to the public the following information for the fiscal year:
Child Care Linkage Fee - The purpose of the Child Care Linkage Fee (CCLF) imposed and collected on development of commercial projects adding floor area of at least 7,500 square feet or multi-family residential projects development within the City since fiscal year 2011-2012 is to fund property acquisition, development, and construction of child care facilities in order to create new child care spaces. (E) Identification 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 fees. Note: The percentage will be reported upon completion of the project/s.
The City completed the Early Childhood Lab School Project in FY2020-21. However, the unmet need for childcare facilities created by development remains. City staff is in the process of selecting and retaining expert consultants to evaluate the landscape and potential gaps, and identify the most effective way to allocate both existing and future funds to meet current unmet needs.
Attachment A
(A) A brief description of the type of fee in the account or fund. (B) The amount of the fee.
Project Fee
Single Family
Residential $10,017.99
Multi-Family
Residential - Studio/1
Bedroom
$5,428.81
Multi-Family
Residential - 2+
Bedrooms
$8,744.09
Retail $1.96 per square foot
Office $3.03 per square foot
Medical Office $1.67 per square foot
Lodging $4.08 per square foot
Industrial $1.70 per square foot
(C) The beginning and ending balance of the account or fund and (D) The amount of the fees collected and the interest earned.
FISCAL
YEAR
BEGINNING FUND
BALANCE FEES COLLECTED INTEREST EARNED EXPENDITURES REFUNDS* ENDING FUND BALANCE FY 2023-24 $ 6,385,590 980,302 125,165 563,375 16,345 $ 6,911,337 *Refund due to COVID-19 and prior City Council Resolution.
Development Impact Fees Report Pursuant to the Mitigation Fee Act For each separate account or fund established pursuant to subdivision (a), the local agency shall, within 180 days after the last day of each fiscal year, make available to the public the following information for the fiscal year:
City of Santa Monica
Fiscal Year Ended June 30, 2024
Parks and Recreation Development Impact Fee
For the purpose of compliance with Government Code subsection 66006(b)(1), the following information regarding AB 1600 fees is presented:
Parks and Recreation Development Impact Fee - The purpose of the fee is to provide a direct funding source from new residential and commercial development to be used solely for the acquisition and development of open space, parkland, and recreation facilities to meet demand generated by occupants and users of the new development.
(E) Identification 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 fees. Note: The percentage will be reported upon completion of the project/s. (F) An approximate date by which the construction of the public improvement will commence if the local agency determines that sufficient funds have been collected to complete financing on an incomplete public improvement, as identified in paragraph (2) of subdivision (a) of Section 66001, and the public improvement remains incomplete. (G) 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. (H) The amount of refunds made pursuant to subdivision (e) of Section 66001 and any allocation pursuant to subdivision (f) of Section 66001.
In FY 2023-24, Parks and Recreation Development Impact Fees were expended on the following public improvements:
> $3,269 was spent on playground equipment at Beach Park #1 - This project is ongoing > $39,662 was spent on the Marine Park Basketball Court Improvement - This project was completed using 100% Parks and Recreation Development Impact Fee fund.
> $38,524 was spent on the Park Condition Assessment - This project is ongoing > $435,999 was spent on Airport Conversion Planning - This project is ongoing > $130 was spent on Marine Park Basketball Court Surface Construction - This project is ongoing > $45,791 was spent on Park Improvement Program - This project is ongoing > Memorial Park Design Services to advance the master plan expansion of the park. Design expected to begin FY2024-25. > Senior Design and Planning Manager to oversee the Airport Conversion Project. Allocation expected to be annual through 2028. > Park and Recreation Master Plan. Planning to begin FY2024-25. > Park Improvements and projects related to the Park Condition Assessment. Construction to begin FY2024-25. > Virginia Avenue Park Playground Reconstruction. Design expected to begin FY2024-25.
No interfund transfers or loans were made during the fiscal year from this fund.
No refunds were made during the fiscal year pursuant to Gov. Code 66001 (e).
Attachment A
Parks and Recreation Development Impact Fee
Additional Information is being provided regarding this fee:
Local Funds Misc. Grants Fund
$0 $0
$0 $1,443,700
$10,376 $0
$0 $0
$0 $0
$0 $0
$0 $0
$0 $0
$0 $0
$0 $0
$0 $1,100,000
$0 $0
$10,376 $2,543,700
Local Funds Misc. Grants Fund
NA NA
NA Funds Available
Funds Available NA
NA NA
NA NA
NA NA
NA NA
NA NA
NA NA
NA NA
NA Fund Available
Funds to be leveraged for design and construction of Fund Available NA NA Park and recreation master plan Funds Available
Park Improvement Program Funds Available
Virginia Ave Playground Reconstruction Funds Available
Park Improvement Program Funds Available
Memorial Park Design Funds Available
Senior Design and planning manager Funds Available
Playground Equipment at Beach Park #1
Douglas Park Playground Reconstruction
$700,000
Marine Park Basketball Court Surface Reconstruction
Park Improvement Program $204,209
Total $6,911,337
Memorial Park Design
Funds Available
Funds Available
Senior Design and Planning Manager $888,000
Park and Recreation Master Plan
Park Improvement Program
$450,000
(1) Identification of the purpose to which the reportable fees are to be put.
The Parks and Recreation Development Impact Fee program ensures continued improvements and responsible expansion in parks and recreation capital facilities in the City as new growth occurs. Fee revenues are used to help fund design and construction of new parks and recreation facilities and amenities, including maintenance of existing facilities, in response to the increased demand. (2) Demonstration of a reasonable relationship between the reportable fees and the purposes for which they are charged.
A nexus study was completed providing the necessary technical documentation to support adoption and implementation of Santa Monica's Parks and Recreation Development Impact Fee, finding that new development, whether residential or non-residential, within the City will increase the demand for and use of parks and recreation facilities. Each new development project generates increased use of the City's parks and recreation facilities by new residents, workers, and/or visitors and new revenues to fund necessary capital investments in new and existing parks and recreation facilities maintain recreation service standards.
By applying the proportionate increase in service population associated with new development to the existing service standard, and value of parks and recreation facilities, a parks and recreation capital facilities cost estimate was derived and a resulting maximum, supportable parks and recreation fee schedule was established. As a result, the fee program cost estimates are directly proportional to the relative increase in new development. (3) Identification of all City sources and amounts of funding to complete financing of the projects as identified by the City.
Project Park and Rec Impact Fee
Playground Equipment at Beach Park #1
Douglas Park Playground Reconstruction
Park Condition Assessment
$188,289
$486,225
$60,796
Airport Conversion Planning
(4) Identification of the approximate dates on which the funding referred to in item 3 is expected to be deposited into the appropriate account or fund.
Project Park and Rec Impact Fee
$1,664,001
$414,570
Virginia Ave Playground Reconstruction
$250,000
$1,000,000
Funds to be leveraged for design and construction of
park amenities $605,247
Park Condition Assessment
Airport Conversion Planning
Funds Available
Funds Available
Marine Park Basketball Court Surface Reconstruction Funds Available Attachment A
(A) A brief description of the type of fee in the account or fund. (B) The amount of the fee.
Project Fee
Single Family,
Area 1 $10,387.10 per unit
Single Family,
Area 2 $10,660.44 per unit
Multi-Family, Area
1 $3,553.48 per unit
Multi-Family, Area
2 $4,510.19 per unit
Multi-Family, Area
3 $3,554.01 per unit
Retail, Area 1 $28.71 per square foot
Retail, Area 2 $41.13 per square foot
Office, Area 1 $13.26 per square foot
Office, Area 2 $14.76 per square foot
Medical Office,
Area 1 $38.40 per square foot
Medical Office,
Area 2 $40.73 per square foot
Hospital, Area 1 N/A
Hospital, Area 2 $20.09 per square foot
Lodging, Area 1 $4.91 per square foot
Lodging, Area 2 $4.91 per square foot
Industrial, Area 1 $1.63 per square foot
Industrial, Area 2 $1.79 per square foot
Auto Sales and
Display Areas,
Area 1 $1.63 per square foot
Auto Sales and
Display Areas,
Area 2 $1.79 per square foot
For each separate account or fund established pursuant to subdivision (a), the local agency shall, within 180 days after the last day of each fiscal year, make available to the public the following information for the fiscal year:
Residential (dwelling unit)
Non-Residential (sq. ft.)
Transportation Impact Fee - The City Council adopted an ordinance on February 26, 2013 that established a Transportation Impact Fee for new development and intensified land uses that will fund transportation network improvements such as new sidewalks, crosswalks, traffic signal upgrades, bus stops, transportation demand management, and bicycle facilities that are necessitated by the new trips associated with the land use change. The fees are based on a nexus study and calculated using residential units or commercial square footage and are increased annually by Construction Cost Index. Due to California State Assembly Bill No. 602 passed in 2021 the fee is no longer charged prior to issuance of building permits, but rather at the issuance of a certificate of occupancy. The Transportation Impact Fee reflects the costs associated with transportation network improvements and the amount of new auto trips that can be attributed to land use changes.
City of Santa Monica
Development Impact Fees Report Pursuant to the Mitigation Fee Act Fiscal Year Ended June 30, 2024
Transportation Impact Fee
For the purpose of compliance with Government Code subsection 66006(b)(1), the following information regarding AB 1600 fees is presented:
Attachment A
City of Santa Monica
Development Impact Fees Report Pursuant to the Mitigation Fee Act Fiscal Year Ended June 30, 2024
Transportation Impact Fee
(C) The beginning and ending balance of the account or fund and (D) The amount of the fees collected and the interest earned.
FISCAL
YEAR
BEGINNING
FUND BALANCE FEES COLLECTED INTEREST EARNED EXPENDITURES REFUNDS* ENDING FUND BALANCE FY 2023-24 11,807,237 $ 391,442 72,725 3,548,805 342,947 $ 8,379,652 *Refund due to COVID-19 and prior City Council Resolution.
Project Name
(E) Identification 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 fees. Note: The percentage will be reported upon completion of the project/s.
F) An approximate date by which the construction of the public improvement will commence if the local agency determines that sufficient funds have been collected to complete financing on an incomplete public improvement, as identified in paragraph (2) of subdivision (a) of Section 66001, and the public improvement remains incomplete.
In FY 2023-24, $3,548,805 of TIF funds were expended on capital improvement project delivery, including tools to analyze crash reports to determine safety countermeasures, project design, right of way, required studies, prevailing wage monitoring, utility coordination, construction management and engineering support services, and construction to implement Vision Zero improvements associated with the following projects:
> 4th St Enhancements – Expo Linkages, Phase 2: $493,751 > Michigan Ave Greenway / 20th St Bike Connection: $755,785 > Pico Blvd / SMC Pedestrian Safety Improvements: $4,831 > Multimodal Signal Detection: $24,529
> Wilshire Blvd Safety Improvements, Ocean Ave Protected Bikeway, Crosswalk Improvements: $2,269,779 > Safe Routes at Four Schools: $130
Project Progress
Wilshire Boulevard Safety Improvements -
Phase 2 FY24-25
Ongoing
Safe Routes to School - 6-Schools
Pedestrian Safety Improvements FY24-25
Citywide Vision Zero Improvements via
Annual Repaving Project (Wilshire
Boulevard Safety Improvements - Phase 1,
Ocean Avenue Protected Bikeway,
Crosswalk Renewal Program, Vision Zero
Priority Intersections)
Broadway Protected Bikeway - 5th Street to
26th Street Ongoing
Olympic Blvd First/Last Mile Improvements
to Bergamot Station FY23-24
Ongoing
Ongoing 4th Street Enhancements - Expo Linkages,
Phase 2
Pearl Street Preliminary Design
Michigan Avenue Greenway 20th Street
Bike Connection
FY25-26
Stewart-Pennsylvania Safety Enhancement
Project FY23-24
In FY 2023-2024, approximately $3.3 million of TIF funds is programmed to implement various roadway safety measures including Safe Routes to School – Pedestrian Improvements at Six Schools; various protected bikeways including extending the Broadway protected bikeway, Stewart Street safety enhancements, Olympic Blvd/26th Street First Last Mile Connections and the priority projects identified in the Bike Action Plan Amendment; the Santa Monica Blvd Safety Study; and completion of 4th Street Enhancements and Michigan Avenue Greenway/20th Street Connection. In FY 2024-25, approximately $1.9 million will be programmed to planning and/or construction of the Broadway protected bikeway and Wilshire Blvd Safety Improvements Phase 2. Finally, funds are reserved annually for salary of the construction manager position responsible for overseeing these projects and Transportation Engineering support.
Santa Monica Blvd Safety Improvements FY24-25
Attachment A
City of Santa Monica
Development Impact Fees Report Pursuant to the Mitigation Fee Act Fiscal Year Ended June 30, 2024
Transportation Impact Fee
No refunds were made during the fiscal year pursuant to Gov. Code 66001 (e). (G) 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.
(H) The amount of refunds made pursuant to subdivision (e) of Section 66001 and any allocation pursuant to subdivision (f) of Section 66001.
Two interfund transfers were made during the FY 23-24 for Construction Management and Transportation Engineering support services of TIF funded projects:
>Transportation Engineering support: $16,966
>Construction Management support: $7,562
Attachment A
(A) A brief description of the type of fee in the account or fund. (B) The amount of the fee.
Fee
$990.00
$315.00
$375.00
$570.00
$750.00
$900.00
To be determined by
the Civil Engineering
Plan Checker
(C) The beginning and ending balance of the account or fund and (D) The amount of the fees collected and the interest earned.
FISCAL YEAR
BEGINNING FUND
BALANCE FEES COLLECTED INTEREST EARNED EXPENDITURES ENDING FUND BALANCE FY 2023-24 $ 320,342 0 0 63,778 $ 256,564
No interfund transfers or loans were made during the fiscal year from this fund.
No refunds were made during the fiscal year pursuant to Gov. Code 66001 (e).
For each separate account or fund established pursuant to subdivision (a), the local agency shall, within 180 days after the last day of each fiscal year, make available to the public the following information for the fiscal year:
City of Santa Monica
Development Impact Fees Report Pursuant to the Mitigation Fee Act Fiscal Year Ended June 30, 2024
Water Demand Mitigation Fee
For the purpose of compliance with Government Code subsection 66006(b)(1), the following information regarding AB 1600 fees is presented:
$1,127,540 was appropriated to the Recycled Water Main Expansion Project. Construction began December 2020 and is expected to be completed mid 2025.
(G) 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. (H) The amount of refunds made pursuant to subdivision (e) of Section 66001 and any allocation pursuant to subdivision (f) of Section 66001.
The Water Demand Mitigation Fee - A one-time fee the City charges new development to mitigate the total daily water consumption rate projected for the development. The total daily water demand for the project is calculated using standard water demand factors which have been developed by City staff. The water demand mitigation fee is set at $3.00 for each gallon of daily water demand which must be mitigated. Effective, July 1, 2017, the Water Demand Mitigation Fee was replaced with the Water Neutrality Fee. The City will continue to collect Water Demand Mitigation revenues for permit applications submitted prior to July 1, 2017 with the following exception: Any new development applications for a building permit filed on or before November 27, 2018, that only results in a change of use of less than 6,000 square feet and/or an addition of less than 1,500 square feet, will be required to pay the water demand mitigation fee in effect as of November 27, 2018.
This fee is required when:
• Single-Family Residence -- for construction of a new residence or whenever adding 50% or greater to the square footage. • Multi-Family -- for construction of a new building or whenever new units are added. • Non-Residential -- for construction of a new building or whenever there is a change of use, changing or adding plumbing fixtures, or adding restaurant seats or square footage.
Multi-Family (condominium fees same as
apartments):
(E) Identification 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 fees. Note: The percentage will be reported upon completion of the project/s.
In FY 2023-24, $63,778 of Water Demand Mitigation Fees were expended on the Recycled Water Main Expansion Project.
F) An approximate date by which the construction of the public improvement will commence if the local agency determines that sufficient funds have been collected to complete financing on an incomplete public improvement, as identified in paragraph (2) of subdivision (a) of Section 66001, and the public improvement remains incomplete.
Single-Family
Duplex (2 Apartments):
Non-Residential:
Project
Studio/Single Apartment:
1 Bedroom Apartment:
2 Bedroom Apartment:
3 Bedroom Apartment:
Attachment A