City Council and Concurrent Authorities
January 10, 2023

City Council/Successor Agency to the
Redevelopment Agency/Public
Financing Authority/Parking Authority
Concurrent
City of Stockton
Meeting Agenda - Final
City Council/Successor
Agency of the
Redevelopment
Agency/Public Financing
Authority/Parking Authority
Concurrent Agenda
Stockton Civic Center, 525 N. Center Street,
Stockton CA
4:00 PMTuesday, January 10, 2023
Closed Session 4:00 PM :: Regular Session 5:30 PM

1. CLOSED SESSION CALL TO ORDER/ROLL CALL

2. ADDITIONS TO CLOSED SESSION AGENDA

3. ANNOUNCEMENT OF CLOSED SESSION

3.1 22-1214

CONFERENCE WITH LEGAL COUNSEL - EXISTING LITIGATION
Number of Cases: One
Name of Case: Kurt Wilson v. City Council of Stockton, et al. (San Joaquin County Superior Court Case No.

STK-CV-UVM-2019-12404)
This Closed Session is authorized pursuant to section 54956.9(d) (1) of the Government Code.

Department: City Attorney

3.2 22-1216 CONFERENCE WITH LABOR NEGOTIATOR
Recommended Action: Agency Designated Representative: City Manager Harry Black Employee Organizations: Unrepresented Units, Stockton City Employees' Association, Operating Engineer's Local 3, Mid-Management/Supervisory Level Unit, Unrepresented Management/Confidential, Law Department, Stockton Police Management Association, Stockton Firefighters Local 456 International Association of Firefighters, Stockton Fire Management, Stockton Police Officers' Association (SPOA)
This Closed Session is authorized pursuant to section 54957.6(a) of the Government Code.

Department: City Attorney

3.3 22-1218 PUBLIC EMPLOYEE PERFORMANCE EVALUATION:

1 January 10, 2023City Council/Successor Agency to
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Financing Authority/Parking
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Meeting Agenda - Final
Recommended Action:

City Manager

This Closed Session is authorized pursuant to Government Code section 54957.

Department: City Attorney

3.4 22-1220 PUBLIC EMPLOYEE PERFORMANCE EVALUATION:

Recommended Action: City Attorney

This Closed Session is authorized pursuant to Government Code section 54957.

Department: City Attorney

3.5 22-1222 PUBLIC EMPLOYEE PERFORMANCE EVALUATION:

Recommended Action: City Clerk

This Closed Session is authorized pursuant to Government Code section 54957.

Department: City Attorney

3.6 22-1224 CONFERENCE WITH LEGAL COUNSEL - POTENTIAL LITIGATION Number of Cases: One
Based on existing facts and circumstances, there is significant exposure to litigation pursuant to Government Code section 54956.9(d)(2).

Department: City Attorney

4. CLOSED SESSION PUBLIC COMMENT*

5. RECESS TO CLOSED SESSION

6. REGULAR SESSION CALL TO ORDER/ROLL CALL

7. INVOCATION/PLEDGE TO FLAG

8. REPORT OF ACTION TAKEN IN CLOSED SESSION

9. ADDITIONS TO REGULAR SESSION AGENDA***

10. RECOGNITIONS, ANNOUNCEMENTS, OR REPORTS

2 January 10, 2023City Council/Successor Agency to
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Meeting Agenda - Final

11. PUBLIC COMMENTS* – MATTERS NOT ON THE AGENDA

12. CONSENT AGENDA

12.1 22-1177

PUBLIC FACILITY FEE ANNUAL REPORTS FOR FISCAL YEAR
2021-22
Recommended Action: RECOMMENDATION
It is recommended that the City Council accept by motion the Public Facilities Fee Program Annual Report for Fiscal Year 2021-22 (Attachment A) to comply with State reporting requirements.

It is recommended that the City Manager be authorized to take appropriate and necessary actions to carry out the purpose and intent of this motion.

Department: Administrative Services
Attachment A - PFF Program Annual Report FY22Attachments:

12.2 23-0004 APPROVAL OF CITY COUNCIL MINUTES
Recommended Action: RECOMMENDATION
Approve the minutes from the City Council meeting of October 4, 2022 Department: City Clerk
Attachment A – 2022-10-04 MinutesAttachments:

12.3 22-1033 ADOPT AN ORDINANCE AMENDING TWO SECTIONS OF TITLE 16

OF THE STOCKTON MUNICIPAL CODE TO COMPLY WITH THE
STOCKTON 2040 GENERAL PLAN

Recommended Action:

RECOMMENDATION

It is recommended that City Council:

1. Approve by motion, a finding that further environmental review is not required for the proposed amendments to Title 16 (Development Code) per the California Environmental Quality Act (CEQA) pursuant to 15183 (Projects Consistent with a Community Plan, General Plan, or Zoning) of Title 14 of the California Code of Regulations (State CEQA Guidelines) and per Stockton Municipal Code Section 16.116.050; and

2. Adopt an Ordinance amending Title 16 (Development Code) of the Stockton Municipal Code (SMC) Sections 16.80.210 (Mobilehome Parks and Subdivisions) and 16.80.215 (Multi-Unit Residential).

3. Authorize the City Manager to take appropriate and necessary actions to carry out the purpose and intent of the resolutions.

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Meeting Agenda - Final
Department: Community Development
Attachment A - 04-05-2022 Staff Report
Attachment B - 07-12-2022 Staff Report
Attachment C - Proposed Ordinance - Redline Version
Proposed Ordinance
Attachments:

12.4 22-1169 ADOPT A RESOLUTION TO APPROVE THE RECOGNIZED OBLIGATION PAYMENT SCHEDULE FOR FISCAL YEAR 2023-2024
Recommended Action: RECOMMENDATION
It is recommended that the Successor Agency to the former Redevelopment Agency of the City of Stockton ("Successor Agency") adopt a resolution:

1. Approving the Recognized Obligation Payment Schedule for the period of July 1, 2023, through June 30, 2024 (Exhibit 1 to the Resolution) as required under Health and Safety Code section 34177(o); and

2. Authorizing the Executive Director to take necessary and appropriate actions to carry out the purpose and intent of the resolution.

Department: Economic Development
Attachment A - Resolution No. 11-0251
Attachment B - City Loans
Proposed Resolution - ROPS
Exhibit 1 - ROPS Report
Attachments:

12.5 22-1179 APPROVE SUBMITTAL OF A SUSTAINABLE GROUNDWATER

MANAGEMENT GRANT APPLICATION TO THE DEPARTMENT OF

WATER RESOURCES
Recommended Action:

RECOMMENDATION
It is recommended that the City Council adopt a resolution approving submittal of a grant application to the Department of Water Resources for the 2021 Sustainable Groundwater Management Grant Program.

It is also recommended that the City Manager be authorized to take appropriate actions to carry out the purpose and intent of this resolution.

Department: Municipal Utilities
Proposed ResolutionAttachments:

12.6 22-0972 ADOPT RESOLUTION TO AUTHORIZE CONTRACT CHANGE ORDER NO. 2 AND APPROPRIATE AND TRANSFER FUNDING FOR

THE ALEXANDRIA AND FIVE MILE SLOUGH CULVERT

REPLACEMENT PROJECT

4 January 10, 2023City Council/Successor Agency to
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Recommended Action:

RECOMMENDATION
It is recommended that the City Council adopt a resolution to:

1. Appropriate additional funds in the amount of $245,000 from the Measure K Maintenance fund balance to the Alexandria and Five Mile Slough Culvert Replacement, Project No. WT19018.

2. Transfer funds in the amount of $375,000 from Project No. WT21016, Grant Match Project, to the Alexandria and Five Mile Slough Culvert Replacement, Project No. WT19018.

3. Authorize Construction Contract Change Order No. 2 in the amount of $470,000 with Sinclair General Engineering Construction, Inc., for the Alexandria and Five Mile Slough Culvert Replacement, Project No.

WT19018.

It is also recommended that the City Manager be authorized to take appropriate and necessary actions to carry out the purpose and intent of this resolution.

Department: Public Works
Attachment A - Vicinity Map
Proposed Resolution
Exhibit 1 - Contract Change Order No. 2
Attachments:

12.7 23-0043 MAYORAL APPOINTMENTS TO COUNCIL COMMITTEES AND

COMMITTEE STRUCTURE/FUNCTION ROSTER
Recommended Action: RECOMMENDATION
It is recommended that the City Council approve a resolution amending the Mayoral Appointments to Council Committees and Committee Structure/Function roster effective immediately.

Department: City Clerk

13. ADMINISTRATIVE MATTERS

14. UNFINISHED BUSINESS

15. NEW BUSINESS

16. HEARINGS**

16.1 22-1186

ADOPT AN ORDINANCE AMENDING MULTIPLE SECTIONS OF
TITLE 16 OF THE STOCKTON MUNICIPAL CODE FOR
WAREHOUSE RETAIL STORES (“BIG BOX”)

5 January 10, 2023City Council/Successor Agency to
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Meeting Agenda - Final
Recommended Action:

RECOMMENDATION
It is recommended that City Council:

1. Find no further environmental review is required for proposed code amendments pursuant to the California Environmental Quality Act (CEQA) section 15183 (consistency with General Plan and Community Plan); and

2. Adopt an Ordinance Amending Title 16 (Development Code) of the Stockton Municipal Code (SMC) Section 16.20.020 (Allowable Lane uses and permit requirements), Section 16.24.090 (CG "commercial, general" zoning district standards), Section 16.24.100 (CD "commercial, downtown) zoning district standards), and Section 16.24.110 (CL "commercial, large-scale" zoning district standards).

It is also recommended that the City Manager be authorized to take any appropriate and necessary actions to carry out the purpose and intent of the resolution.

Department: Community Development
Attachment A - Big Box Ordinance #018-07
Attachment B - Proposed Ordinance - redlined
Attachment C - Zones Allowing Warehouse Retail Stores
Attachment D - Approved Planning Commission Resolution
Proposed Ordinance
PPT - 2023_01_10 Code Amendment Warehouse Retail Stores - 16.1 Attachments:

17. CITY MANAGER'S UPDATE

18. COUNCIL COMMENTS

19. ADJOURNMENT

INFORMATIONAL ITEMS

1. 23-0028

COUNCIL COMMITTEE/BOARD AND COMMISSION MINUTES
Recommended Action: RECOMMENDATION
Information item only. No action required.

Department: City Clerk

6 January 10, 2023City Council/Successor Agency to
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Meeting Agenda - Final
CSC 2022-05-19
CSC 2022-06-16
CSC 2022-07-21
CSC 2022-08-18
PC 2022-05-26
PC 2022-06-09
Attachments:

CERTIFICATE OF POSTING
I declare, under penalty of perjury, that I am employed by the City of Stockton and that I caused this agenda to be posted in the City Hall notice case on January 4, 2023, in compliance with the Brown Act.

Eliza R. Garza, CMC
City Clerk
By: ________________________________

Deputy

7 January 10, 2023City Council/Successor Agency to
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Financing Authority/Parking
Authority Concurrent
Meeting Agenda - Final

PUBLIC COMMENTS
*Citizens may comment on any subject within the jurisdiction of the City Council/Successor Agency to the Redevelopment Agency/Public Finance Authority/Parking Authority, including items on the Agenda. Each speaker is limited to three minutes. Speakers must submit “Request to Speak” cards to the City Clerk, and be prepared to speak when called. No speaker cards will be received after the close of the Citizen’s Comments portion of the meeting.
**Speakers should hold comments on items listed as a Hearing until the Hearing is opened.

The City of Stockton invites public comments in multiple forms. You provide your comments by using one of these methods:

1. e-Comment - follow the e-comment link on the City's agenda page stockton.granicusideas.com/meetings

2. Email - you may email your comments to [email protected]

3. Voicemail - you can leave a voice message by dialing (209) 937-8459.

4. In-Person Comments - a) Speakers must submit "request to speak cards" to the Clerk prior to the Public Comment portion of the agenda. No speaker cards will be accepted after the close of Public Comment. Please redirect any inquiries to [email protected]. b) Address only issues over which the meeting body has jurisdiction. c) Each speaker will be limited to one 3-minute comment opportunity. Donating time is not authorized. d) Your time will be displayed on the speaker podium for convenience. *All written and voicemail public comments received by the Clerk's Office 90 minutes prior to the meeting start time will be forwarded to the meeting body members as correspondence and attached the minutes. All comments received after that time will be forwarded as correspondence the following business day. ***Additions to the Agenda - Government Code Section 54954.2(b)(2), allows members of the City Council present at the meeting to take immediate action, with either a two-thirds or unanimous vote, to place an item on the agenda that action must be taken and that the item came to the attention of the City subsequent to the agenda being posted.

All proceedings before this meeting body are conducted in English. The City of Stockton does not furnish language interpreters and, if one is needed, it shall be the responsibility of the person needing one.

In accordance with the Americans With Disabilities Act and California Law, it is the policy of the City of Stockton to offer its public programs, services and meetings in a manner that is readily accessible to everyone, including those with disabilities. If you are a person with a disability and require a copy of a public hearing notice, or an agenda and/or agenda packet in an appropriate alternative format; or if you require other accommodation, please contact the Office of the City Clerk located at 425 North El Dorado Street, Stockton, California 95202 during normal business hours or by calling (209) 937-8458, at least 5 days in advance of the hearing/meeting. Advance notification within this guideline will enable the City/Agency to make reasonable arrangements to ensure accessibility.

Materials related to an item on this agenda submitted to City Council after distribution of the agenda packet are available for public inspection in the City Clerk's Office at 425 North El Dorado Street, Stockton, California 95202, during normal business hours. Such documents are also available on the City's website at www.stocktongov.com subject to staff's ability to post the documents before the meeting.

CHALLENGING CITY DECISIONS: The time limit within which to commence any lawsuit or legal challenge to any quasi-adjudicative decision made by the City is governed by Section 1094.6 of the Code of Civil Procedure, unless a shorter limitation period is specified by any other provision. Under Section 1094.6, any lawsuit or legal challenge to any quasi-adjudicative decision made by the City must be filed no later than the 90th day following the date on

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Financing Authority/Parking
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Meeting Agenda - Final
which such decision becomes final. Any lawsuit or legal challenge, which is not filed within that 90-day period, will be barred. If a person wishes to challenge the nature of the above section in court, they may be limited to raising only those issues they or someone else raised at the meeting described in this notice, or in written correspondence delivered to the City of Stockton, at or prior to the meeting. In addition, judicial challenge may be limited or barred where the interested party has not sought and exhausted all available administrative remedies.

9 City of Stockton
Legislation Text
File #: 22-1177, Version: 1
PUBLIC FACILITY FEE ANNUAL REPORTS FOR FISCAL YEAR 2021-22

RECOMMENDATION
It is recommended that the City Council accept by motion the Public Facilities Fee Program Annual Report for Fiscal Year 2021-22 (Attachment A) to comply with State reporting requirements.

It is recommended that the City Manager be authorized to take appropriate and necessary actions to carry out the purpose and intent of this motion.

Summary
Under State law, cities are required to make available to the public an annual report on Public Facilities Fees (PFF). The fees are collected to finance public facilities, collected for specific purposes and intended to mitigate the impact of development. State law prescribes the required elements of the report, outlines public notice requirements, and specifies that the City Council review the report. The City is required to publish the annual report within 180 days of the last day of the fiscal year. The Fiscal Year (FY) 2021-22 Annual Report was filed with the City Clerk’s Office on December 22, 2022 and made available for public review on the City’s website.

The combined available PFF fund balance as of June 30, 2022, is $52,761,361. The City programs PFF funds in its five-year Capital Improvement Plan (CIP) for projects that meet the local infrastructure commitments. In some fee categories, the available fund balances are insufficient to cover all infrastructure commitments and future collections will be required.

DISCUSSION
Background
California Government Code section 66000 et seq., known as the Mitigation Fee Act (“the Act”), requires the City make an Annual Report of fees collected to support City infrastructure publicly available. The Act spells out the fee information that must be provided in the Annual Report and specifies that the report is to be reviewed by the City Council at a regularly scheduled public meeting.

As required by the Act, the annual reports are to be filed and made available to the public no later than 180 days following the last day of the fiscal year. The City is required to review the information at the next regularly scheduled public meeting, at least 15 days after the information is made public.

The Act provides that PFFs may be enacted and imposed on development projects. The City found and determined that new development projects create the need for the construction, expansion, or improvement of public facilities within the City and create new permanent financial obligations. The City imposes PFFs as new development projects are approved. In some jurisdictions, PFFs are City of Stockton Printed on 1/4/2023Page 1 of 4
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10 File #: 22-1177, Version: 1
known as Impact Fees or Development Impact Fees.

Utilization of a PFF program allows for the allocation of improvement costs across development projects. Absent a city-wide PFF program, improvement costs would not be apportioned, and the full cost of mitigation improvements would be borne by the first project that established the need for the improvement. Such an approach would be a barrier to development in some instances given the disproportionate costs to early development projects. These issues formed the basis of the City establishing its PFF program beginning with the 1990 General Plan and the establishment of the original fees in 1991. The 1990 General Plan established the growth patterns and policies, and the PFF program was established to collect impact fees to address facility impacts from those growth policies. The fees are collected to finance public facilities and collected for specific purposes.

Annual Report Requirements
The Mitigation Fee Act requires that each Annual Report contains the following information:

A. A brief description of the type of fee in the PFF fund.

B. The amount of the fee.

C. The beginning and ending balance of the fund in the year reported.

D. The amount of the fees collected, and interest earned.

E. An identification of the public improvement on which fees were expended.

F. An identification of an approximate date by which the construction of future public improvements will commence, once sufficient funds have been accumulated (the City meets this requirement by including PFF funds in the CIP).

G. A description of each interfund transfer or loan made from the fund, the approximate date the loan will be repaid and the interest the account will receive.

H. Refunds made under the provisions of the Mitigation Fee Act.

The PFF report attached to this staff report (Attachment A) presents the required information for FY 2021-22. This report provides additional information (balance sheet and the previous years’ data) to be transparent and comprehensive.

Fee Revenues and Expenditures:

The City received $20.3 million in total revenues in FY 2021-22; an increase of $2.2 million compared to the $18.1 million collected in FY 2020-21. The variance is due to increase Street Improvement Fees and Air Quality Impact Fees.

The largest fee types by source in FY 2021-22 were Delta Water Surface connection fees at $5.3 million, Wastewater Connection fees at $3.6 million, Regional Transportation Impact fees at $3.1 million, and Street Improvements fees at $2.6 million.

Expenditures in FY 2021-22 totaled $14.9 million as compared to $9.6 million in FY 2020-21. The City of Stockton Printed on 1/4/2023Page 2 of 4
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largest expenditures are primarily from Libraries Impact Fee and debt services in the Water Utility.

Selected Program Highlights
Street Improvement Program
The Street Improvements Impact Fee provides for traffic improvements necessary to accommodate increased traffic generated by new development.

In FY 2021-22, revenues into the Street Improvement Impact Fee Fund totaled $2.6 million, approximately $1.7 million more than FY 2020-21. Expenditures totaled $2.4 million, an increase of $2.3 million compared to FY 2020-21. The Fund is owed approximately $3.1 million ($2.5 million from the Community Recreation Centers and $581,048 from the Police Stations Fund) that will be repaid by using all available revenues collected to make annual payments per City Council Resolution 2018-08-21-1107.

The ending fund balance at the end of FY 2021-22 was $23.7 million, with approximately $9.5 million available for future capital projects and reimbursement agreements. The City has entered into four reimbursement agreements for future infrastructure projects with outstanding balances of $8.4 million as of June 30, 2022. The Street Improvements Impact Fee section of the report contains the pertinent details.

Community Recreation Centers
The Community Recreation Centers Impact Fee provides for the construction and expansion of community centers as required by new development.

In FY 2021-22 revenues totaled $110,139, approximately $84,000 more than FY 2020-21. At the end of FY 2021-22 this fund had an outstanding interfund loan balance of approximately $2.5 million that is owed to the Street Improvement Fund. The outstanding balance will be repaid by using all available revenues collected to make annual payments per City Council Resolution 2018-08-21-1107.

Fire Stations
The Fire Station Impact Fee provides for new or expanded fire stations as driven by new development.

In FY 2021-22, Fire Impact Fee revenues totaled $256,218; an increase of $195,772 compared to $60,446 in FY 2020-21. The fund has an outstanding PFF interfund loan balance owed to PFF Library Fund of approximately $1.5 million. Per City Council Resolution 2018-08-21-1107, the Fire Stations Fund is required to make annual payments to the PFF Library Fund by using all fee revenues until the balance is paid in full.

Library Facilities
The Libraries Facility Impact Fee provides for new libraries as required by growth and new development.

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In FY 2021-22, the Fund collected $30,969 in total revenues, expended $6,825, and transferred out $3,407,686 towards the construction of the new Northeast Library Branch. As of June 30, 2022, the fund has an outstanding PFF interfund loan receivable from PFF Fire Stations Fund of approximately $1.5 million and will be repaid in full by 2038. At the end of the 2021-22 fiscal year, the fund balance was approximately $5.2 million with $4.4 million reserved for capital projects and other obligations.

Police Stations
The Police Stations Impact Fee provides for expansion of police stations as required by growth and new development.

The Police Stations Fund received total revenues of $290,843 in FY 2021-22. As of June 30, 2022, the fund’s outstanding interfund loan balance owed to PFF Street Improvement is $581,048. The fund will make annual repayment using all revenues until the loan is paid off, per City Council Resolution 2018-08-21-1107.

Parklands (Park and Recreation Impact)
The Parkland Impact Fee provides for the acquisition of land and the development of regional and neighborhood parks.

In FY 2021-22, the Fund received fee revenues of $13,990 which was offset by an unfavorable $223,195 fair market value adjustment resulting in negative revenues of $209,205. As of June 30, 2022 the fund balance was approximately $7.2 million with $1.7 million reserved for CIP appropriations.

Air Quality
The Air Quality Impact Fee provides for the partial mitigation of adverse environmental effects and establishes a formalized process for air quality standards as growth and development require.

In FY 2021-22, the Air Quality Impact Fees received in total of $1,831,191 in fee revenues as compared to $578,388 in FY 2020-21. In FY 2021-22, the fund incurred total expenditures of $36,262. At the end of FY 2021-22 fiscal year, the fund balance is approximately $7.1 million with $1.2 million reserved for capital projects and other obligations.

Supplemental Reports
The “Supplemental Reports” section of the attached Annual Report contains information pertaining to deferred PFF fee, PFF interfund loans, public improvement expenditure details, and the PFF five years budgetary expenditures.

FINANCIAL SUMMARY
This report is an informational item only. There is no financial impact associated with accepting the FY 2021-22 Public Facilities Fee (PFF) Annual Report.

Attachment A - PFF Program Annual Report FY 2021-22
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13 ATTACHMENT A
14 ATTACHMENT A
15 Table of Contents I
Council Members II
List of Principal Officials III
Letter of Transmittal IV - V

PUBLIC FACILITIES FEE REPORT
Legal Requirements VI - VII
Description of Public Facility Fees VIII - IX

FINANCIAL SUMMARY
Revenues Summary 1
Expenditures Summary 2
Available Fund Balances Summary 3

DEVELOPMENT IMPACT FEES
Traffic Signal Impact Fee 4 - 7
Street Improvement Impact Fee 8 - 10
Community Recreation Centers 11 - 13
City Office Space Impact Fee 14 - 16
Fire Stations Impact Fee 17 - 19
Libraries Impact Fee 20 - 22
Police Stations Impact Fee 23 - 25
Parkland Impact Fee 26 - 28
Street Trees Impact Fee 29 - 31
Street Signs Impact Fee 32 - 34
Street Lights in Lieu Impact Fee 35 - 37
Air Quality Impact Fee 38 - 40
Administration Fee 41 - 42
Regional Transportation Impact Fee 43 - 45
Water Connection Fee 46 - 48
Delta Surface Water Connection Fee 49 - 51
Wastewater Connection Fee 52 - 54
Pass-Though Fees 55 - 58

SUPPLEMENTAL REPORTS
Deferred Impact Fee Summary 59
Outstanding Interfund Loans Summary 60
Public Improvement Expenditures Summary 61
Five Years Capital Improvement Programs 62 - 63
City of Stockton
Public Facilities Fee (PFF) Annual Report
Fiscal Year 2021-22

TABLE OF CONTENTS
I

ATTACHMENT A
16 KIMBERLEY WARMSLEY

COUNCILMEMBER
District 6
KEVIN J. LINCOLN II
MAYOR

CITY OF STOCKTON

CITY COUNCIL

SOL JOBRACK

COUNCILMEMBER
District 1

CHRISTINA FUGAZI
VICE MAYOR
District 5

DAN WRIGHT

COUNCILMEMBER
District 2

PAUL CANEPA

COUNCILMEMBER
District 3

SUSAN LENZ

COUNCILMEMBER
District 4

ATTACHMENT A
17 Kevin J. Lincoln II Mayor
Christina Fugazi Vice Mayor Dist 5
Sol Jobrack Council Member Dist 1
Dan Wright Council Member Dist 2
Paul Canepa Council Member Dist 3
Susan Lenz Council Member Dist 4
Kimberley Warmsley Council Member Dist 6
Harry Black City Manager
Lori Asuncion City Attorney
Eliza Garza City Clerk
William Crew Deputy City Manager II
Jay Kapoor Deputy City Manager II
Courtney Christy Deputy City Manager
Kimberly K Trammel Chief Financial Officer
Stephanie Ocasio Director of Community Development
Jodi Almassy Director of Public Works/City Engineer
Stanley McFadden Police Chief
Richard Edwards Fire Chief
Carrie Wright Director of Economic Development
Kristine Farro Director of Community Services
Allison Dichoso Director of Human Resources
Norbert Ruijling Director of Information Technology
Mel Lytle Director of Municipal Utilities

PRINCIPAL OFFICIALS
City Officials
Executive Team
City of Stockton
Public Facilities Fee (PFF) Annual Report
Fiscal Year 2021-22
III

ATTACHMENT A
18 December 22,2022
TO: Harry B lack, City Manager
FROM: Kimberly Trammel, Chief Financial Officer
SUBJECT: FY 2021- 22 PUBLIC FACILITY FEE ANNUAL REPORTS In accordance with the provisions of the State of California and Government Code Section 66006, as amended, I hereby submit the Annual Report for the Public Facilities Fee (PFF) program of the City
of Stockton for the fiscal year ended June 30, 2022. The prior fiscal year's data is for compa
rative purposes only. State law requires the City to prepare and make available to the public an Annual R
eport for each fund established to account for PFFs within 180 days of the end of the fiscal year. The City Council must consider the Annual Report of the Public Facilities Fee Program at a regularly scheduled public meeting, no less than fifteen days after the information is mad e available to the public.

Background
The Public Facilities Fee Program has been in effect in Stockton since 1988-89. On July 6, 1988, the C
ity Council adopted Stockton Municipal Code Section 16.72.260 et seq. (Ordinance No. 56- 88 S.C.) establishing the authority to impose P ub lic Facilities Fee. On September 12, 1988, the City Council adopted Resolution No. 88-0616 establishing that PFFs be paid a t the time the City issues a development building permit . The City of St ockton began collect ion of the fees in Novem
ber 1988.

The City of Stockton collects fees when it issues building permits for the purpose of mitigating impa
cts caused by new development on certain public facilities. The fee revenue is then used to fina
nce the acquisition, construction, and improvement of public facilities needed as a result of new de
velopment. Separate funds have been established to account for PFF s in each of the foll
owing categories:

Traffic Signals Fee Street Trees Fee
Street Improvements Fee Street Signs Fee
Regional Transportation Impact Fee Street Lights in Lieu Fee Community Recreation Centers Fee Air Quality Mitigation Fee City Office Space Fee Water Connections Fee
Fire Stations Fee Delta Surface Water Connections Fee
Libraries Fee Wastewater Connections Fee
Police Stations Fee Public Facilities Fee – Administration Fee Parkland Fee Agricultural Land Mitigation Fee
Water Impact Mitigation Fee County Facilities Impact Fee Mossdale Tract Development Fee

ATTACHMENT A
19 This report outlines the purpose for each of these fees. Some PFFs (Regional Transportation Impact Fees, Water Impact Mitigation Fees, County Facilities Impact Fees, Agricultural Land Mitigation Impact Fees and Mossdale Tract Development Fees) are collected and retained by the City, then remitted on a quarterly or semi-annually basis to the appropriate entity.

Information in the Annual Report
As specified by State law, the Annual Report must include a brief description of the type of fees in the fund, the beginning and ending fund balances by public facility type for the fiscal year, as well as any changes to the fund balance, the fees collected and the interest earned. The report must also present the amount of the fees, interest, other income, expenditures, any amount required to be refunded during the fiscal year, and fee schedules, as well as a description of each inter-fund transfer or loan made. Additional State repo1ting requirements can be found in the "Supplemental Reports" section, which include public improvement expenditures details of the reporting fiscal year, as well as future five-year capital cost projections and funding source information.

Government Code section 66001 (2) requires the local agency to identify the use to which the fee is to be allocated; and if the use is financing public facilities, the facilities shall be identified. In determining required findings under Government Code section 66001, subsection (D), the City of Stockton practices a first-in, a first-out method to spend the collected fees. Government Code section 66006 (F) requires: "An identification of an approximate date by which the construction of a public improvement will commence if the agency determines that sufficient funds have been collected to complete financing on an incomplete public improvement ... ". The City of Stockton does not earmark collected impact fees for any specific public improvement. Instead, the City identifies the projects that impact fees should be allocated to in the City's Five-Year Capital Improvement Program (CIP), which is presented to the City Council for approval each year. This document also includes the CIP program illustrating the planned uses for the PFF funds.

The "Supplemental Reports" section contains info1mation regarding deferred impact fees (accounts receivable balances) and inter-fund loans representing borrowing amongst City government funds. Per the City's Administrative Guidelines for the Public Facilities Fee Program, the City of Stockton has a fee deferral program. As of June 30, 2022, the City deferred $696,156 in fees under this program. This amount does not reflect fees the City waived in whole or in part under programs meant to encourage certain development.

The City also has $4,630,783 in outstanding PFF interfund loans. In August of 2018, City Council approved a repayment plan for these outstanding PFF interfund loans (Reso. #2018-08-21-1107).

Development impact fees must be reasonably related to the development impact in which they address. The relationship between each PFF and its purpose for which the fee is charged is identified in each of the repo1ts prepared.
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CHIEF FINANCIAL OFFICER
V

ATTACHMENT A
20 LEGAL REQUIREMENTS
A. REQUIREMENTS FOR DEVELOPMENT IMPACT FEES
State law (California Government Code Section 66006) requires each local agency that imposes AB1600 development impact fees to prepare an annual report providing specific information about those fees. Within the AB1600 legal requirements, it stipulates that fees imposed on new development have the proper nexus to any pr oject on which they are im posed. In addition, AB1600 imposes certain accounting and reporting requirements with respect to the fees collected.

The fees, for accounting purposes, must be segregated from the general funds of the City and from other funds or accounts containing f ees collected for other improve ments. Interest on each development fee fund or account must be credited to that f und or account and used only for the purposes for which the fees were collected.

Current
California Government Code Section 66006 (b) requires that for each separate fund the local agency shall , within 180 days after the las t day of each fiscal year , m ake available to the public the information shown below for the most r ecent fiscal year:
 A brief description of the type of fee in the account or fund.  The amount of the fee.
 The beginning and ending balance of the account or fund.  The amount of the fees collected, and interest earned.  An identification of each public improvement on which fees were expended and the amount of expenditures on each improvement, including the total percentage of the cost of the public improvement that was funded with fees.
 An identification of 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.  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.
 The amount of refunds made due to sufficient funds being collected to complete financing on incomplete public improvements, and the amount of reallocation of funds made due to administrative costs of refunding unexpende d revenues exceeding the a mount to be refunded.

Califor
nia Government Code Section 66001 (d) requires the local agency make all of the following findings every fifth year with respect to that portion of the account remaining unexpended, whether committed or uncommitted:
• Identi
fy the purpose to which the fee is to be allocated.
• Demonstrate a reasonable relationship b etween the fee and purpose for which it is charged.
• Identify all s ources and am ounts of funding anticipated to co mplete financing in incomplete improvements. *
• Designate the approximate dates on which the funding is expected to be deposited into the appropriate account or fund. *

ATTACHMENT A
21 • In any action imposing a fee as a condition of approval of a development project by a local agency, the local agency shall determine how there is a reasonable relationship between the am ount of the fee and the cost of t he public facility or portion of the public facility attributable to the development on which the fee is imposed.*
* See the Cit
y’s Fiscal Years 2021 – 2026 Capital Improvement Program adoption for more information.

B. ADDITIONAL NOTES
The State of California Government Code Section 66002 requires loca l agencies that have developed a fee program to adopt a Capital Improvement Plan ( CIP) indicating the approximate location, size, and timing of projects, plus an estimate for the cost of all facilities or improvements to be fi nanced by fees. A formal CIP is recommended, at a minimum, as a five-year plan. The City annually produces a five-year CIP which helps to maintain and update the City’s General Plan. Further, it iden tifies situations where infrastructure is needed to accommodate the planned development.

The C
IP relates the City’s annual capital expenditures to a long-range plan for public improvements.

By relating the plan for public improvements to the City’s capacity for funding, and scheduling expenditures over a period of years, the CIP helps maximize the funds available.

On Aug
ust 20, 2019, City Council approved Resolution #2018-07-17-1302 which extended t he Stockton Economic Stimulus Program (SESP), adopted by City Council on November 17, 2015.

Effective July 31, 2020, the program will remain the same and will run until Council approves a revision to the Public Facility Fees based on an updated Nexus report. SESP program includes Public Facilities Fee reduction that provides for development impact for both single-family and multi-family projects in Stockton. The areas of Public Facilities Fees reduced include city buildings and facilities, city parks and street improvements. The total fee reduction per single family home is $ 19,246 and $14,080 per unit for multi -family residential. The Program offers no tolling conditions for disadvantaged and non-disadvantaged areas and increase developer’s permit limitations to 30 per subdivision and 80 citywide.

C. A REASONABLE RELATIONSHIP BETWEEN THE FEE AND THE PURPOSE FOR

WHICH IT IS CHARGED
The Public Facilities Fee Program has been in effect in Stockton since fiscal year 1988-89. On July 6, 1988, the City Council adopted Stockton Municipal Code 16.72.260 et seq. (Ordinance # 56- 88 S.C.) establishing the authority for imposing Public Facility Fees. In general, the City is reliant upon the Public Facility Fee revenues to cover large future capital facility needs and/or commitments to mitigate the impacts of new development. The City’s capital improvements provide infrastructure to the residents and businesses in Stockton to keep pace with ongoing development in, and adjacent to, the community. Public Facility Fees have been periodically increased in accord ance with the Engineering News Record Construction Cost Index, at which time the Capital Improvement Program has been updated to reflect those costs. The program sets forth the relationship between contemplated future development, facilities needed to serve future development and the estimated costs of those improvements based on the current General Plan for build-out. The City's current General Plan was adopted in 2018.

ATTACHMENT A
22 D. FUNDING OF INFRASTRUCTURE
Capital Improvement P lan identifies all funding sources and amounts for individual pr ojects through FY 2026. The CIP is updated annually to reflect the current infrastructure needs of the City. As a CIP project is identified, the project is evaluated to determine the portion of the project that will service existing residents and businesses versus new development.

Once
the determination of use is made, the pe rcentage of use attributable to new developm ent is then funded by the appropriate impact development fee based on the type of project. The percentage of use associated with existing residents or businesses are funded from other appropriate sources as identified on each individual project in the CIP sheet. All future planned infrastructure needs are outlined in the Capital Improvement Progra m. The fundi ng and commencement dates for projects are adjusted, as needed, to reflect the needs of the community.

E. DESCRIPTION OF PUBLIC FACILITY FEES, as re quired by California Government Code Section 66006 (b):

Traffic Signal Impact Fee – Provi des for traffic signals as growth and development warrants and in compliance with the City’s Traffic Signal Priority Rating List.

Street Improvement Impact Fee – Provides fo r a specific set of off -site non -adjacent street improvements necessary to accommodate the increase in transportation needs and traffic generated by new development.

Regional Street Improvements (RTIF) – Provides for regional transportation improvements in San Joaquin County (in conjunction with other cities) and addresses traffic congestion as a result of new development.

Community Recreation Center Impact F
ee – Provides for the construction and/or expansion of
Community Recreation Centers as required by growth.

City Office Space Impac t Fee – Provides for additional administrative office space of City departments in order to maintain City administrative and general services as the City grows due to new development.

Fire Impact Fee – Provides for new or relocation of fire stations as required by growth resulting from new development.

Libraries Impact Fee – Provides for new libraries as required by growth and new development.

Police Stations Impact Fee – Provides for expansion of police stations as required by growth and new development.

Parkland Impact Fee – Provides f
or the acquisition of land and the development of regional and neighborhood parks.

Street Trees Impact Fee – Provi
des for necessary trees as new development is established.

Street Signs Impact Fee – Provides for necessary street signs as new development is established.

Street Lights in Lieu Impact Fee – Provides for proportionate cost of street light installation for new subdivisions of four or less parcels and single lot development.

Air Quality Impact Fee – Provides f
or the partial mitigation of adve rse environmental effects and establish a formalized process for air quality standards as growth and development required.

Water Connection Fee – Pr ovides for expansion of production and distribution facilities in the municipal water utility as growth and development required.

ATTACHMENT A
23 Delta Water Supply Project Surface Water Connection Fee – Provides for a portion of the annual debt service related to the Delta Water Supply Project; the unrestricted fund balance will be used to establish the Rate Stabilization Fund and early retirement of the Delta Water Supply Project debt.

Wastewater Connection Fee – Provides for expansion of collection and treatment capabilities in the wastewater utility as growth and development required.

Public Facilities Fee Program – Adminis tration Fee – Provides for the administrative costs of the Public Facilities Fees Program; costs are recovered through the assessment charges as a percentage of fees collected.

PASS THROUGH FEES
The City collect s these fees and remits to various governmental entities, organizations, or trusts.

Agricultural Land Mitigation Impact Fee – To mitigate for the loss of agricultural land in the City of Stockton through conversion to private urban uses, including residential, commercial, and industrial development. Fees collected by the C ity are remitted to the Central Valley Farmland Trust for administration and monitoring of the City’s Agricultural Land Mitigation Program.

Water Impact Mitiga tion Fee – To mitigate for the impact on water and to finance the cost of the New Malones Water Conveyance Project. Fees collected by the City are remitted to Stockton East Water District (SEWD).

County Facilities Impact Fee – To mitigate f or the loss of agricultural land and to finance the construction of region- serving capital facilities caused by future development in San Joaquin County. Fees collected by the City are remitted to the San Joaquin County Administrator.

Mossdale Tract Development Fee – To provide f unding for 200- year levee improvements in compliance with SB5 within the Mossdale Tract Area (from the SJAFCA Mossdale Nexus Study Update May 2022/2022-10-18-1601) and to finance the flood risk reduction program and flood control facilities. Fees collected by the C ity are remitted to the San Joaquin Area Flood Control Agency (SJAFCA).

ATTACHMENT A
24 Fee Type FY2020-21
Revenues
FY2021-22
Revenues Changes Percentage
Changes
Traffic Signals Impact Fee 416,967$ 484,243$ $ 67,276 16% Street Improvements Fee 932,722 2,600,310 1,667,588 179% Community Recreation Centers Fee 26,110 110,139 84,029 322% City Office Spaces Fee 28,904 112,112 83,208 288% Fire Stations Impact Fee 60,446 256,218 195,772 324% Libraries Impact Fee 84,743 30,969 (53,774) -63% Police Stations Fee 63,276 290,843 227,567 360% Parkland Impact Fee 12,359 (209,205) (221,564) -1793% Street Trees Fee (552) (11,738) (11,186) 2026% Street Signs Fee 20,701 8,381 (12,320) -60% Street Lights Impact Fee (645) (13,738) (13,093) 2030% Air Quality Impact Fee 578,388 1,831,191 1,252,803 217% Administration Fee 871,102 898,418 27,316 3% Regional Transportation Impact Fee 2,962,222 3,115,915 153,693 5% Water Connection Fee 1,653,851 1,954,216 300,365 18% Delta Water Surface Fee 5,798,789 5,265,764 (533,025) -9% Wastewater Connection Fee 4,606,378 3,622,861 (983,517) -21% Total Fee Revenues 18,115,761$ 20,346,899$ 2,231,138$ 12% City of Stockton - Public Facilities Fee (PFF) Report
For the Fiscal Year Ended June 30, 2022
This section provides a summary the total revenues for all impact fee types and the changes of revenues from prior fiscal year and the current fiscal year. As of June 30, 2022, the total PFF revenues is $20,346,899 an increase of 12% from prior fiscal year.

PFF Fee Revenues Summary

ATTACHMENT A
25 Fee Type FY2020-21
Expenditures
FY2021-22
Expenditures Changes Percentage
Changes
Traffic Signals Impact Fee 200,661$ 862$ $ (199,799) -100% Street Improvements Fee 137,299 2,407,872 2,270,573 1654% Community Recreation Centers Fee 25,565 83,522 57,957 227% City Office Spaces Fee 757 3,357 2,600 343%
Fire Stations Impact Fee 34,187 165,533 131,346 384% Libraries Impact Fee 1,048,514 3,446,178 2,397,664 229% Police Stations Fee 17,752 158,197 140,445 791%
Parkland Impact Fee 15,927 68,852 52,925 332%
Street Trees Fee 137 164 27 20%
Street Signs Fee 68 85 17 26%
Street Lights Impact Fee 161 192 31 19%
Air Quality Impact Fee (81,163) 36,262 117,425 -145% Administration Fee 245,730 285,538 39,808 16% Regional Transportation Impact Fee 4,324 26,644 22,320 516% Water Connection Fee 2,479,500 2,496,970 17,470 1% Delta Water Surface Fee 2,759 4,914 2,155 78%
Wastewater Connection Fee 5,492,764 5,717,164 224,400 4% Total Expenditures 9,624,942$ 14,902,306$ 5,277,364$ 55% City of Stockton - Public Facilities Fee (PFF) Report
For the Fiscal Year Ended June 30, 2022
PFF Fee Expenditures Summary
This section provides a summary of expenditures of all PFF fee types and the increase and decrease of expenditures from prior fiscal year and the current fiscal year. As of June 30, 2022, the total PFF expenditures is $14,902,306 an increase of 55% in expenditures as compared to prior fiscal year.

ATTACHMENT A
26 Fee Type FY2020-21
Fund Balance
FY2021-22
Fund Balance Changes Percentage
Changes
Traffic Signals Impact Fee $ 1,598,271 $ 2,337,156 $ 738,885 46% Street Improvements Fee 7,911,699 9,470,259 1,558,560 20% Community Recreation Centers Fee (2,506,509) (2,413,033) 93,476 -4% City Office Spaces Fee 301,125 420,788 119,663 40% Fire Stations Impact Fee (1,509,031) (1,276,818) 232,213 -15% Libraries Impact Fee 697,339 820,436 123,097 18% Police Stations Fee (576,649) (293,552) 283,097 -49% Parkland Impact Fee 5,000,483 5,560,131 559,648 11% Street Trees Fee 53,141 41,238 (11,903) -22% Street Signs Fee 58,749 67,046 8,297 14% Street Lights Impact Fee 198,786 84,857 (113,929) -57% Air Quality Impact Fee 4,795,986 5,874,232 1,078,246 22% Administration Fee 1,827,521 2,613,060 785,539 43% Regional Transportation Impact Fee 12,701,004 15,790,275 3,089,271 24% Water Connection Fee (5,591,357) (3,986,192) 1,605,165 -29% Delta Water Surface Fee 8,869,910 14,130,760 5,260,850 59% Wastewater Connection Fee 6,222,135 3,520,717 (2,701,418) -43% Total PFF Available Fund Balances 40,052,603$ 52,761,361$ 12,708,758$ 32% City of Stockton - Public Facilities Fee (PFF) Report
For the Fiscal Year Ended June 30, 2022
PFF Available Fund Balances Summary
This section provides a summary of the available fund balances (excluding encumbrances and CIP appropriations) for each PFF fee type and the changes in available fund balances. As of June 30, 2022, the total PFF available fund balance is $52,761,361, an increase of $12,708,758 from prior fiscal year.

ATTACHMENT A
27 FY 2020-21 FY 2021-22
Beginning Fund Balance:

City wide (610) 508,805$ 458,057$
Zone 1 (611) 267,495 344,002
Zone 2 (612) 268,746 344,970
Zone 3 (613) 402,687 448,269
Zone 4 (614) 189,737 258,478
Total Beginning Fund Balance 1,637,470$ 1,853,776$ Revenues:

Impact Fee:

City wide (610) 123,614$ 167,547$
Zone 1 (611) 81,714 23,174
Zone 2 (612) 81,233 35,443
Zone 3 (613) 53,279 201,024
Zone 4 (614) 72,205 125,567
Interest (including FMV):

City wide (610) 22,530 (68,514)
Zone 1 (611) (5,207) -
Zone 2 (612) (5,009) -
Zone 3 (613) (7,697) -
Zone 4 (614) (3,464) -
Other miscellaneous:

City wide (610) 3,769 -
Total Revenues 416,967$ 484,243$
Expenditures:

Operating:

City wide (610) 661$ 862$
Capital improvement (CIP):

City wide (610) 81,180 -
Total Expenditures 81,841$ 862$
Other Financing Sources (Uses):

Transfers out:

City wide (610) (118,820)$ -
Total Other Financing Sources (Uses) (118,820)$ - Excess (Deficiency) of Revenues Over Expenditures:

City wide (610) (50,748)$ 98,172$
Zone 1 (611) 76,507 23,174
Zone 2 (612) 76,224 35,443
Zone 3 (613) 45,583 201,024
Zone 4 (614) 68,741 125,567
Total Excess (Deficiency) of Revenues Over Expenditures 216,307$ 483,381$ Ending Fund Balance:

City wide (610) 458,057$ 556,229$
Zone 1 (611) 344,002 367,177
Zone 2 (612) 344,970 380,414
Zone 3 (613) 448,269 649,293
Zone 4 (614) 258,478 384,045
Total Ending Fund Balance 1,853,776$ 2,337,156$ City of Stockton - Public Facilities Fee (PFF) Report
Traffic Signal Impact Fee Fund 310-311 All Zones
Financial Statement for the Fiscal Year Ended June 30, 2022 Income Statement

ATTACHMENT A
28 FY 2020-21 FY 2021-22
City of Stockton - Public Facilities Fee (PFF) Report
Traffic Signal Impact Fee Fund 310-311 All Zones
Financial Statement for the Fiscal Year Ended June 30, 2022 Assets:

Cash and cash equivalent 1,834,994$ 2,402,863$ Fair Market Value (FMV) 17,922 (71,443)
Interest receivable 4,703 5,520
Accounts receivable 7,706 7,706
Deferred fee receivable 13,192 13,192
Allowance for uncollectible (7,489) (7,489)
Total Assets 1,871,027$ 2,350,350$
Liabilities:

Retention 4,059$ -$
Deferred fees revenue 13,192 13,192
Total Liabilities 17,251$ 13,192$
Total fund balance 1,853,776$ 2,337,156$
CIP appropriations/reserved for encumbrances 255,505 -
Ending Available Fund Balance (Deficit) 1,598,271$ 2,337,156$ Purpose:

Balance Sheet
Deferral Program:

In 2017, the City Council approved (Reso. #2017-01-24-1210) a fee deferral program for commercial and industrial development, in which developers can elect to defer a portion of a permit fees, except for the Pass-Through Fees, and pay it at a later date by a written agreement. As of June 30, 2022, the total outstanding deferred impact fees is $13,192 since the program inception.

Traffic Signal Impact Fee Annual Report Notes
Provides for new and existing traffic signals as growth and new developments warrant.

The total Traffic Signal Impact fee revenues and investment interest received in FY 2021-22 from all areas is $484,243 compared to prior fiscal year of $416,967. The fund incurred $862 in operating expenditures. There are no CIP cost allocation and no outstanding encumbrances in FY 2021-22. The ending available fund balance as of June 30, 2022 is $2,337,156.

Revenues, Expenditures & Fund Balance:

Other Financing Sources (uses) (Transfers In and Transfers Out):

There are no transfer in and transfer out to fund capital improvement projects in FY 2022.

ATTACHMENT A
29 BUILDING TYPE CATEGORY UNIT OF

MEASURE

TRIP ENDS

PER UNIT

FEE PER
UNIT

EFFECTIVE
7/1/2020

FEE PER
UNIT

EFFECTIVE
7/1/2021
Single Family (Detached PURD, SFD) Single Family D.U 10 110.00$ 110.00$ Condominium (PURD, SFA) Multi-family D.U. 8.6 94.00$ 94.00$ Mobile Home Multi-family D.U. 5.4 59.00$ 59.00$ Apartment Multi-family D.U. 6.1 66.50$ 66.50$ Retirement Village Guestroom D.U. 3.3 36.00$ 36.00$ Hotel Guestroom Room 11 122.00$ 122.00$
Motel Guestroom Room 9.6 106.00$ 106.00$
Daycare/Preschool Retail 1000 sq ft 79 866.00$ 866.00$ Daycare/Preschool Retail Student 5 55.00$ 55.00$ Elementary/Intermediate School * Student 0.5 5.50$ 5.50$ High School * Student 1.2 13.25$ 13.25$
Junior College/Community College * Student 1.6 17.75$ 17.75$ University * Student 2.4 26.50$ 26.50$
Church and Accessory Uses * 1000 sq ft 7.7 84.50$ 84.50$ Industrial-Warehouse Manufacturer Warehouse 1000 sq ft 7.6 83.25$ 83.25$ Industrial-Warehouse Manufacturer Warehouse Acre 80.8 885.00$ 885.00$ Industrial Service Retail 1000 sq ft 20.26 223.00$ 223.00$ Truck Terminal/Distribution Center Warehouse 1000 sq ft 9.86 108.00$ 108.00$ Mini/Self Storage Warehouse 1000 sq ft 2.8 30.75$ 30.75$ Lumber Yard Retail 1000 sq ft 34.5 379.00$ 379.00$ Lumber Yard w/open storage and sales Retail Acre 148 1,622.00$ 1,622.00$ Home Improvement Center Retail 1000 sq ft 64.6 709.00$ 709.00$ Shopping Centers (in square feet):
less than 50,000 Retail 1000 sq ft 116 1,271.00$ 1,271.00$ 50,000 to 99,999 Retail 1000 sq ft 79.1 866.00$ 866.00$ 100,000 to 199,999 Retail 1000 sq ft 60.4 662.00$ 662.00$ 200,000 to 299,999 Retail 1000 sq ft 49.9 547.00$ 547.00$ 300,000 to 399,999 Retail 1000 sq ft 44.4 486.00$ 486.00$ 400,000 to 499,999 Retail 1000 sq ft 41.6 456.00$ 456.00$ 500,000 to 999,999 Retail 1000 sq ft 35.5 389.00$ 389.00$ 1,000,000 to 1,250,000 Retail 1000 sq ft 31.5 345.00$ 345.00$ Boat Launching Ramp Retail Space 3 33.50$ 33.50$ Free-Standing Retail/Neighborhood Market Retail 1000 sq ft 73.7 808.00$ 808.00$ Ambulance Dispatch Retail 1000 sq ft 73.7 808.00$ 808.00$ Service Station (> 2 pumps or 4 nozzles) Retail Site 748 8,193.00$ 8,193.00$ Truck Stop Retail Site 825 9,036.00$ 9,036.00$ Used Car Lot (no service) Retail Acre 55 603.00$ 603.00$ New Car Dealer/New Boat Dealer/Car Rental Retail 1000 sq ft 44.3 485.00$ 485.00$ Auto center Dealership Retail 1000 sq ft 31.25 342.00$ 342.00$ General Auto Repair/Body Shop Retail 1000 sq ft 27.2 298.00$ 298.00$ Self Service Car Wash Retail Stall 52 571.00$ 571.00$ Automatic Car Wash Retail Site 900 9,859.00$ 9,859.00$ Auto Supply Retail 1000 sq ft 89 976.00$ 976.00$ Drug Store/Pharmacy Retail 1000 sq ft 43.9 482.00$ 482.00$ Discount Store Retail 1000 sq ft 71.16 780.00$ 780.00$ Supermarket Retail 1000 sq ft 125.5 1,373.00$ 1,373.00$ Convenience Market Retail 1000 sq ft 574.48 6,293.00$ 6,293.00$ Convenience Market dispensing Fuel (maximum
of 2 pumps or 4 nozzles) Retail 1000 SF 887.06 9,718.00$ 9,718.00$ Clothing Store Retail 1000 SF 31.3 343.00$ 343.00$ City of Stockton - Public Facilities Fee (PFF) Report
Traffic Signals Impact Fees Schedule
Fiscal Year 2021-22

ATTACHMENT A
30 BUILDING TYPE CATEGORY UNIT OF

MEASURE

TRIP ENDS

PER UNIT

FEE PER
UNIT

EFFECTIVE
7/1/2020

FEE PER
UNIT

EFFECTIVE
7/1/2021
Single Family (Detached PURD, SFD) Single Family D.U 10 110.00$ 110.00$ Condominium (PURD, SFA) Multi-family D.U. 8.6 94.00$ 94.00$ City of Stockton - Public Facilities Fee (PFF) Report
Traffic Signals Impact Fees Schedule
Fiscal Year 2021-22
Paint/Hardware Store Retail 1000 SF 51.3 562.00$ 562.00$ Variety Store Retail 1000 SF 14.4 157.00$ 157.00$ Video Rental Store Retail 1000 SF 57.3 628.00$ 628.00$ Furniture Store/Appliance Store Retail 1000 SF 4.35 47.50$ 47.50$ Department Store Retail 1000 SF 35.8 391.00$ 391.00$ Hair Salon/Dog Grooming Retail 1000 SF 25.5 279.00$ 279.00$ Bar/Tavern Retail 1000 SF 40 438.00$ 438.00$ Laundromat/Dry Cleaners Retail 1000 SF 50 548.00$ 548.00$ Bakery/Craft Store/Yogurt Shop Retail 1000 SF 43.9 482.00$ 482.00$ Carpet-Floor/Interior Decorator Retail 1000 SF 5.6 61.00$ 61.00$ Financial Institution Office 1000 SF 189.95 2,081.00$ 2,081.00$ Financial Institution w/drive-up Office 1000 SF 290 3,178.00$ 3,178.00$ Free Standing Automatic Teller Office Unit 160 1,753.00$ 1,753.00$ Mortgage Company Office 1000 SF 60.4 662.00$ 662.00$ Quality Restaurant (Breakfast not served) Retail 1000 SF 95.62 1,046.00$ 1,046.00$ Dinner House Restaurant/Dinner Only Retail 1000 SF 56.3 617.00$ 617.00$ High Turnover/Sit Down Restaurant/Pizza Retail 1000 SF 164.4 1,801.00$ 1,801.00$ Fast Food Restaurant Retail 1000 SF 777.29 8,514.00$ 8,514.00$ Fast Food Restaurant w/drive-thru Retail 1000 SF 680 7,450.00$ 7,450.00$ Library Office 1000 SF 45.5 497.00$ 497.00$ Hospital Office Bed 12.2 135.00$ 135.00$
Hospital Office 1000 SF 16.9 186.00$ 186.00$ Nursing Home/Convalescent Center Guestroom Bed 2.7 30.00$ 30.00$ Clinic/Weight Loss/Aerobics/Karate/Dance Office 1000 SF 23.8 262.00$ 262.00$ Medical Office Office 1000 SF 54.6 597.00$ 597.00$ General Office to Medical Office Office 1000 SF 36.9 405.00$ 405.00$ General Office (in square feet):
less than 100,000 Office 1000 SF 17.7 195.00$ 195.00$ Over 100,000 Office 1000 SF 14.3 156.00$ 156.00$ Office Park Office 1000 SF 11.4 125.00$ 125.00$ Government Offices Office 1000 SF 68.9 755.00$ 755.00$ Public Clubhouse/Meeting Rooms, Halls Office 1000 SF 19 208.00$ 208.00$ Recreation Center (private development) Office 1000 SF 30 328.00$ 328.00$ Family Recreation Center-Billiards, etc. Retail 1000 SF 60.4 662.00$ 662.00$ Batting Cages Retail Cage 6 65.50$ 65.50$ Tennis/Racquetball Club Retail Court 30 328.00$ 328.00$ Notes: All fee areas are subject to additional 3.5% Administrative Fee; Per California Government Code Section 66001(e), Public Facility Fees (PFF) are non-refundable.

For additional information or questions regarding to Traffic Signal Impact Fees, please contact the Community Development Department (PFF Planning Manager) at (209) 937-8270.

ATTACHMENT A
31 FY 2020-21 FY 2021-22
Beginning Fund Balance: 22,469,704$ 23,265,127$ Revenues:

Impact fee 934,939$ 3,067,383$
Interest (including FMV) (2,217) (720,072)
Other miscellaneous - 253,000
Total Revenues 932,722$ 2,600,310$
Expenditures:

Operating 32,546$ 131,306$
Capital improvement (CIP) 47,578 1,994,557
Total Expenditures 80,124$ 2,125,864$
Other Financing Sources (Uses):

Transfers in -$ 195,493$
Transfers out (57,175) (282,008)
Total Other Financing Sources (Uses) (57,175)$ (86,515)$ Excess (Deficiency) of Revenues Over Expenditures 795,423$ 387,932$ Ending Fund Balance 23,265,127$ 23,653,058$
Assets:

Cash and cash equivalent 23,066,478$ 26,390,617$ Fair Market Value (FMV) 218,430 (787,763)
Interest receivable 57,318 60,813
Accounts receivable 246,412 246,412
Deferred fee receivable 459,533 459,533
Allowance for uncollectible (114,816) (114,816)
PFF interfund loan receivable 3,256,742 3,100,993
PFF inter-fund loan allowance (3,256,742) (3,100,993) Total Assets 23,933,356$ 26,254,797$
Liabilities:

Accounts payable 24,495.89$ 1,959,555$
Retention 1,550 -
Deferred fee revenue 642,183 642,183
Total Liabilities 668,229$ 2,601,738$
Total fund balance 23,265,127$ 23,653,058$
CIP appropriations/reserved for encumbrances 15,353,428 14,182,799 Ending Available Fund Balance (Deficit) 7,911,699$ 9,470,259$ City of Stockton - Public Facilities Fee (PFF) Report
Financial Statement for the Fiscal Year Ended June 30, 2022 Street Improvement Impact Fee Fund 310-312
Income Statement
Balance Sheet

ATTACHMENT A
32 City of Stockton - Public Facilities Fee (PFF) Report Financial Statement for the Fiscal Year Ended June 30, 2022 Street Improvement Impact Fee Fund 310-312
Street Improvement Imp act Fee Annual Report Notes
Purpose:

Provides for t raffic improvements necessary to accommodate the increase in transportation needs and traffic generated by new developments.

Revenues, Expenditures & Fund Balance:

The total revenues received by Street Improvement Impact Fee in FY 2021-22 is $2,600,310 compared to the prior fiscal year of $932,722. The total expenditures (including operating and capital improvement projects) is $2,125,864 in FY 2022. The ending fund balance on June 30, 2022 is $23,653,
058 whereas the available fund balance for projects is $9,470,259.

Other Financing Sources (Transfers In and Transfers Ou t):

In FY 2021-22, Street Improvement Impact Fee has received a total transfer in of $195,493 from PFF Recreation Ce nter and PFF Police Stations for the interfund loan repayments required by Council Reso. #2018-08-21-1107. The fund also t ransferred out of
$282,008 ( $242,263 to CIP fund for capital improvement projects and $39,745 as allowance f or uncollectible interfund l
oan for the accrued interest on interfund loans in FY 2022.

PFF Interfund Loans:

As of June 30, 2022, Street Improvements Impact Fee has total PFF interfund loans receivable of $3,100,993 ($2,519,945 from Community Recreation Cent ers and $581,048 from Police Stations). The total outstanding balance is recorded as “Allowance for Uncollectible”. As specified by Council Resolution #2018-08-21-1107, the owing funds are required to make annual payments by using excess revenues received until the loans are paid in full.

Deferral Program:

In 2017, the City Council approved (Council Reso #2017-01-24-1210) a fee deferral program for commercial and industrial development, in which developers can elect to defer a portion of a permit fees, except for t he Pass-Through Fees, a nd pay it at a later date by a written agreement. As of June 30, 2022, Street Improvements Im pact Fee has a total deferred fees of $642,183 since the program inception.

Street Improvements Reimbursement Agreements:

As of June 30, 2022, the c ity has four Street Improvement Reimbursement Agreements with a total of $8,447,746 for future i
nfrastructure projects. The details of these agreements are discussed as follows:
(1). In March of 2001, the city entered into a reimbursement agreement with the Spanos Park Development Company for the des
ign and construction of the traffic s ignal at the Eight Mile Road / Thornton Ro ad intersection (Council Reso. #2001-03-01- 0140). Reimbursement to the developer was estimated at $201,850. On June 30, 2022, the remaining balance is $201,850. (2). In July of 2007, the c ity entered into a reimbursement agreement with Dean A. Spanos f or the construction of Trinity Parkway from the Bear Creek Bridge to Otto Drive (Council Reso. #2007-07-07-0329). The reimbursement agreement was estimated at $7,598,782 (with cash payments of $2,502,800 and fee c redits of $4,095,982 as stipulated i n the agreement). The balance on June 30, 2022 is $6,598,782.
(3). In November of 2007, the city e
ntered a reimbursement agree with Vascorp Investment Corporation Inc. for the co
nstruction of Holman Roa d Bridge over Bear Creek ( Council Reso. #2007-11-07-0489). The reimbursement agreement was estimated at $3,095,241. The remaining balance as of June 30, 2022 is $1,147,114. (4). In December of 2008, the city entered into a reimbursement agreement with Lodi Unified School District for the construction of street and water sy
stem improvements at McNair High School along West Morada La ne (Council Reso. #2008- 12-08-0471). The reimbursement agreement was estimated at $1,890,307 (with $1,712,892 fund by Street Improvements Impact Fees and $177,412 funded by Water Connection Fees). The balance as of June 30, 2022 is $500,000.

ATTACHMENT A
33 BUILDING TYPE CATEGORY UNIT OF

MEASURE

FEE PER
UNIT

EFFECTIVE
7/1/2020

FEE PER
UNIT

EFFECTIVE
7/1/2021
Office / High Density Non-Residential Per 1,000 sq ft 2,412.00$ 2,412.00$ Retail / Medium Density Non-Residential Per 1,000 sq ft 3,177.00$ 3,177.00$ Warehouse / Low Density Non-Residential Per 1,000 sq ft 931.50$ 931.50$ Single Family Units Residential - Existing City Limits Per Unit 13,226.00$ 13,226.00$ Multiple Family Units Residential - Existing City Limits Per Unit 9,656.00$ 9,656.00$ Guest Room Residential - Existing City Limits Per Room 5,157.50$ 5,157.50$ Single Family Units Residential - Greater Downtown Per Unit Exempted Exempted Multiple Family Units Residential - Greater Downtown Per Unit Exempted Exempted Guest Room Residential - Greater Downtown Per Unit 5,157.50$ 5,157.50$ Single Family Units Residential - Outside City Limits Per Unit 13,226.00$ 13,226.00$ Multiple Family Units Residential - Outside City Limits Per Unit 9,656.00$ 9,656.00$ Guest Room Residential - Outside City Limits Per Room 5,157.50$ 5,157.50$ High Cube warehouse / distribution buildings
over 500,000 sq. ft. & ceiling height over 27
feet)
Multipliers for Specific Land Use Per 1,000 sq ft 0.059$ 0.059$ Church and Accessory Uses Multipliers for Specific Land Use Per 1,000 sq ft 0.396$ 0.396$ Elementary School Multipliers for Specific Land Use Per 1,000 sq ft 0.154$ 0.154$ Elementary School Multipliers for Specific Land Use Per Student 0.010$ 0.010$ High School Multipliers for Specific Land Use Per 1,000 sq ft 0.462$ 0.462$ High School Multipliers for Specific Land Use Per Student 0.040$ 0.040$ City of Stockton - Public Facilities Fee (PFF) Report
Fiscal Year 2021-22
Notes: All fee areas are subject to additional 3.5% Administrative Fee; Fees are applied for "Fee Areas 3 & 4" only.

For additional information or questions regarding to Street Improvement Fee, contact the Community Development Department (PFF Planning Manager) at (209) 937-8270.

Street Improvements Impact Fees Schedule

ATTACHMENT A
34 FY 2020-21 FY 2021-22
Beginning Fund Balance: 30,508$ 55,951$ Revenues:

Impact fees 27,253$ 113,251$
Interest (including FMV) (1,143) (3,112) Total Revenues 26,110$ 110,139$
Expenditures:

Operating 667$ 3,225$
Other miscellaneous 24,898 24,347
Total Expenditures 25,565$ 27,571$
Other Financing Sources (Uses):

Transfers in 24,898$ 24,347$
Transfers out - (55,951)
Total Other Financing Sources (Uses) 24,898$ (31,604)$ Excess (Deficiency) of Revenues Over Expenditures 25,443$ 50,963$ Ending Fund Balance 55,951$ 106,914$
Assets:

Cash and cash equivalent 55,985$ 109,986$ Fair Market Value (FMV) 487 (3,041) Interest receivable 128 236
Deferred fee receivable 312 312 Total Assets 56,912$ 107,493$
Liabilities:

Accounts payable 649$ 268$
Due to other funds 2,551,550 2,519,945
PFF inter-fund loan allowance (2,551,550) (2,519,945) Deferred fees revenue 312 312
Total Liabilities 961$ 579$
Total fund balance 55,951$ 106,914$
CIP appropriations/reserved for encumbrances 10,909 - Net outstanding interfund loans balance 2,551,550 2,519,945 Ending Available Fund Balance (Deficit) (2,506,509)$ (2,413,033)$ City of Stockton-Public Facilities Fee (PFF) Report
Financial Statement for the Fiscal Year Ended June 30, 2022 Community Recreation Centers Impact Fee Fund 310-313
Income Statement
Balance Sheet

ATTACHMENT A
35 City of Stockton-Public Facilities Fee (PFF) Report
Financial Statement for the Fiscal Year Ended June 30, 2022 Community Recreation Centers Impact Fee Fund 310-313
Community Recreation Centers Impact Fee Annual Report Notes Purpose:

Revenues, Expenditures & Fund Balance:

Other Financing Sources (Transfers In and Transfers Out):

Deferral Program:

Other Long-Term Liabilities:

Provides for the construction and expansion of Community Recreation Centers as required by new developments.

In FY2021-22, the Community Recreation Centers received a total of $110,139 in revenues, compared to prior fiscal year of $26,110 and incurred $27,571 of interest and operating expenses. As of June 30, 2022 the ending fund balance is $106,914.

In FY2021-22, the Community Recreation Centers received a transfer in of $24,347 for the accrued interest expense to be recorded as “Allowance for Uncollectable” interfund loan. The fund also transferred out of $55,951 to PFF Street Improvements Fee for the interfund loan repayment as required by Council Reso. #2018-08-21-1107.

In 2017, the City Council approved (Council Reso #2017-01-24-1210) a fee deferral program for commercial and industrial development, in which developers can elect to defer a portion of a permit fees, except for the Pass-Through Fees, and pay it at a later date by a written agreement. As of June 30, 2022, the Community Recreation Centers has a total deferred fees of $312 since the program inception.

As of June 30, 2022, the Community Recreation Centers fund has a total outstanding interfund loan balance of $2,519,945, payable to Street Improvement Fees Fund and was recorded as “Allowance for Interfund Loans.” As specified by Council Reso. #2018-08-21-1107, the fund is required to make annual payments by the net using excess of revenues from impact fees collected until the balance is paid in full.

ATTACHMENT A
36 BUILDING TYPE CATEGORY UNIT OF

MEASURE

FEE PER
UNIT

EFFECTIVE
7/1/2020

FEE PER
UNIT

EFFECTIVE
7/1/2021
Office / High Density Non-Residential Per 1,000 sq ft 39.50$ 39.50$ Retail / Medium Density Non-Residential Per 1,000 sq ft 20.25$ 20.25$ Warehouse / Low Density Non-Residential Per 1,000 sq ft 23.25$ 23.25$ Single Family Units Residential - Existing City Limits Per Unit 481.00$ 481.00$ Multiple Family Units Residential - Existing City Limits Per Unit 405.00$ 405.00$ Guest Room Residential - Existing City Limits Per Room Exempted Exempted Single Family Units Residential - Greater Downtown Per Unit Exempted Exempted Multiple Family Units Residential - Greater Downtown Per Unit Exempted Exempted Guest Room Residential - Greater Downtown Per Unit Exempted Exempted Single Family Units Residential - Outside City Limits Per Unit 481.00$ 481.00$ Multiple Family Units Residential - Outside City Limits Per Unit 405.00$ 405.00$ Guest Room Residential - Outside City Limits Per Room Exempted Exempted City of Stockton - Public Facilities Fee (PFF) Report
Community Recreation Centers Impact Fees Schedule
Fiscal Year 2021-22
Notes: All fee areas are subject to additional 3.5% Administrative Fee.

For additional information or questions regarding to Community Recreation Centers Fee, contact the Community Development Department (PFF Planning Manager) at (209) 937-8270.

ATTACHMENT A
37 FY 2020-21 FY 2021-22
Beginning Fund Balance: 283,886$ 312,033$
Revenues:

Impact fees 30,027$ 124,218$
Interest (including FMV) (1,123) (12,106)
Total Revenues 28,904$ 112,112$
Expenditures:

Operating 757$ 3,357$
Total Expenditures 757$ 3,357$
Other Financing Sources (Uses) - -
Total Other Financing Sources (Uses) - -
Excess (Deficiency) of Revenues Over Expenditures 28,147$ 108,755$ Ending Fund Balance 312,033$ 420,788$
Assets:

Cash and cash equivalent 311,562$ 435,504$
Fair Market Value (FMV) 2,926 (12,870)
Interest receivable 768 995
Accounts receivable 7,891 7,891
Deferred fees receivable 4,366 4,366
Allowance for uncollectible - Account receivable (5,873) (5,873) Total Assets 321,639$ 430,012$
Liabilities:

Accounts payable $ 649 268$
Deferred fees revenue 8,957 8,957
Total Liabilities 9,606$ 9,224$
Total fund balance 312,033$ 420,788$
CIP appropriations/reserved for encumbrances 10,909 -
Ending Available Fund Balance (Deficit) 301,125$ 420,788$ City of Stockton - Public Facilities Fee (PFF) Report
Financial Statement for the Fiscal Year Ended June 30, 2022 City Office Spaces Impact Fee Fund 310-314
Income Statement
Balance Sheet

ATTACHMENT A
38 City of Stockton - Public Facilities Fee (PFF) Report Financial Statement for the Fiscal Year Ended June 30, 2022 City Office Spaces Impact Fee Fund 310-314
City Office Space Impact Fee Annual Report Notes
Purpose:

Revenues, Expenditures & Fund Balance:

Other Financing Sources (Transfers In and Transfers Out):

Deferral Program:

Other Long-Term Liabilities:

Provides for additional administrative office spaces in order to maintain and provide administrative and general services as the city grows resulted from new developments.

In FY 2021-22, the City Office Spaces Fee received total revenues of $112,112, compared to prior fiscal year of $28,904, and incurred $3,357 in operating expenses. The ending and available fund balance on June 30, 2022 is $420,788.

The City Office Spaces Fee has no other financing sources or uses in FY 2021-22.

In 2017, the City Council approved (Council Reso #2017-01-24-1210) a fee deferral program for commercial and industrial development, in which developers can elect to defer a portion of a permit fees, except for the Pass-Through Fees, and pay it at a later date by a written agreement. As of June 30, 2022, the fund has a total deferred fees of $8,957 since the program inception.

The City Office Spaces Fee has no long-term liabilities in FY 2021-22.

ATTACHMENT A
39 BUILDING TYPE CATEGORY UNIT OF

MEASURE

FEE PER
UNIT

EFFECTIVE
7/1/2020

FEE PER
UNIT

EFFECTIVE
7/1/2021
Office / High Density Non-Residential Per 1,000 sq ft 43.75$ 43.75$ Retail / Medium Density Non-Residential Per 1,000 sq ft 22.50$ 22.50$ Warehouse / Low Density Non-Residential Per 1,000 sq ft 25.50$ 25.50$ Single Family Units Residential - Existing City Limits Per Unit 467.00$ 467.00$ Multiple Family Units Residential - Existing City Limits Per Unit 391.00$ 391.00$ Guest Room Residential - Existing City Limits Per Room 49.00$ 49.00$ Single Family Units Residential - Greater Downtown Per Unit Exempted Exempted Multiple Family Units Residential - Greater Downtown Per Unit Exempted Exempted Guest Room Residential - Greater Downtown Per Unit 49.00$ 49.00$ Single Family Units Residential - Outside City Limits Per Unit 467.00$ 467.00$ Multiple Family Units Residential - Outside City Limits Per Unit 391.00$ 391.00$ Guest Room Residential - Outside City Limits Per Room 49.00$ 49.00$ City of Stockton - Public Facilities Fee (PFF) Report
City Office Space Impact Fees Schedule
Fiscal Year 2021-22
Notes: All fee areas are subject to additional 3.5% Administrative Fee.

For additional information or questions regarding to City Office Space Impact Fee, contact the Community Development Department (PFF Planning Manager) at (209) 937-8270.

ATTACHMENT A
40 FY 2020-21 FY 2021-22
Beginning Fund Balance: 70,862$ 130,618$ Revenues:

Impact fees 62,811$ 263,492$
Interest (including FMV) (2,365) (7,274) Total Revenues 60,446$ 256,218$
Expenditures:

Operating 690$ 3,249$
Other miscellaneous 33,497 31,666
Total Expenditures 34,187$ 34,915$
Other Financing Sources (Uses):

Transfers in 33,497$ 31,667$
Transfers out - (130,618)
Total Other Financing Sources (Uses) 33,497$ (98,952)$ Excess (Deficiency) of Revenues Over Expenditures 59,756$ 122,353$ Ending Fund Balance 130,618$ 252,971$
Assets:

Cash and cash equivalent 129,851$ 259,820$ Fair Market Value (FMV) 1,122 (7,138) Interest receivable 295 554
Accounts receivable 730 730
Deferred fees receivable 3,965 3,965 Total Assets 135,963$ 257,932$
Liabilities:

Accounts payable 649$ 268$
Due to other funds 1,628,741 1,529,790
PFF inter-fund loan allowance (1,628,741) (1,529,790) Deferred fees revenue 4,695 4,695 Total Liabilities 5,344$ 4,963$
Total fund balance 130,618$ 252,971$
CIP appropriations/reserved for encumbrances 10,909 - Net outstanding interfund loans balance 1,628,741 1,529,790 Ending Available Fund Balance (Deficit) (1,509,031)$ (1,276,818)$ City of Stockton-Public Facilities Fee (PFF) Report
Financial Statement for the Fiscal Year Ended June 30, 2022 Fire Stations Impact Fee Fund 310-315
Income Statement
Balance Sheet

ATTACHMENT A
41 City of Stockton-Public Facilities Fee (PFF) Report
Financial Statement for the Fiscal Year Ended June 30, 2022 Fire Stations Impact Fee Fund 310-315
Fire Stations Impact Fee Fund Annual Report Notes
Purpose:

Revenues, Expenditures & Fund Balance:

Other Financing Sources (Transfers In and Transfers Out):

Deferral Program:

Other Long-Term Liabilities:

As of June 30, 2022, Fire Stations Impact Fee fund has a total outstanding interfund loan balance of $1,529,790 owed to Libraries Impact Fee fund and was recorded as “Allowance for Interfund Loans.” As specified by Council Reso. #2018-08-21- 1107, the fund is required to make annual payments by using excess revenues from fees collected until the balance is paid in full.

Provides for new and/or relocation of fire stations as required by growth of new developments.

In FY 2021-22, Fire Stations Impact Fee fund received a total revenue of $256,218, compared to prior fiscal year of $60,446, and incurred $34,915 of interest and operating expenses. The ending fund balance at June 30, 2022 is $252,971.

In FY 2021-22, the fund has received a transfer in of $31,667 for the accrued interest on PFF interfund loan to be recorded as “Allowance for Uncollectable.” The fund also has a transfer out of $130,618 to PFF Libraries Fund for the interfund loan repayment as required by Council Reso. #2018-08-21-1107.

In 2017, the City Council approved (Council Reso #2017-01-24-1210) a fee deferral program for commercial and industrial development, in which developers can elect to defer a portion of a permit fees, except for the Pass-Through Fees, and pay it at a later date by a written agreement. As of June 30, 2022, the fund has a total deferred PFF fees of $4,695 since the program inception.

ATTACHMENT A
42 BUILDING TYPE CATEGORY UNIT OF

MEASURE

FEE PER
UNIT

EFFECTIVE
7/1/2020

FEE PER
UNIT

EFFECTIVE
7/1/2021
Office / High Density Non-Residential Per 1,000 sq ft 118.50$ 118.50$ Retail / Medium Density Non-Residential Per 1,000 sq ft 61.00$ 61.00$ Warehouse / Low Density Non-Residential Per 1,000 sq ft 54.00$ 54.00$ Single Family Units Residential - Existing City Limits Per Unit 781.00$ 781.00$ Multiple Family Units Residential - Existing City Limits Per Unit 658.00$ 658.00$ Guest Room Residential - Existing City Limits Per Room 44.50$ 44.50$ Single Family Units Residential - Greater Downtown Per Unit Exempted Exempted Multiple Family Units Residential - Greater Downtown Per Unit Exempted Exempted Guest Room Residential - Greater Downtown Per Unit 44.50$ 44.50$ Single Family Units Residential - Outside City Limits Per Unit 781.00$ 781.00$ Multiple Family Units Residential - Outside City Limits Per Unit 658.00$ 658.00$ Guest Room Residential - Outside City Limits Per Room 44.50$ 44.50$ City of Stockton-Public Facilities Fee (PFF) Report
Fire Stations Impact Fees Schedule
Fiscal Year 2021-22
Notes: All fee areas are subject to additional 3.5% Administrative Fee.

For additional information or questions regarding to Fire Stations Impact Fee, contact the Community Development Department (PFF Planning Manager) at (209) 937-8270.

ATTACHMENT A
43 FY 2020-21 FY 2021-22
Beginning Fund Balance: 9,426,914$ 8,463,143$ Revenues:

Impact fees 62,921$ 271,443$
Interest (including FMV) 21,822 (240,475) Total Revenues 84,743$ 30,969$
Expenditures:

Operating 3,931$ 6,825$
Capital improvement (CIP) 50,481 -
Total Expenditures 54,412$ 6,825$
Other Financing Sources (Uses):

Transfers in -$ 130,618$
Transfers out (994,102) (3,439,353)
Total Other Financing Sources (Uses) (994,102)$ (3,308,735)$ Excess (Deficiency) of Revenues Over Expenditures (963,771)$ (3,284,591)$ Ending Fund Balance 8,463,143$ 5,178,554$
Assets:

Cash and cash equivalent 8,351,367$ 5,425,028$ Fair Market Value (FMV) 89,055 (266,795) Interest receivable 23,369 20,586
Accounts receivable 755 755
Deferred fees receivable 7,618 7,618 Due from other funds 1,628,741 1,529,790 PFF inter-fund loan allowance (1,628,741) (1,529,790) Total Assets 8,472,165$ 5,187,192$
Liabilities:

Accounts payable 649$ 268$
Deferred fees revenue 8,373 8,373 Total Liabilities 9,022$ 8,641$
Total fund balance 8,463,143$ 5,178,554$
CIP appropriations/reserved for encumbrances 7,765,804 4,358,118 Ending Available Fund Balance (Deficit) 697,339$ 820,436$ City of Stockton-Public Facilities Fee (PFF) Report
Financial Statement for the Fiscal Year Ended June 30, 2022 Libraries Impact Fee Fund 310-316
Income Statement
Balance Sheet

ATTACHMENT A
44 City of Stockton-Public Facilities Fee (PFF) Report
Financial Statement for the Fiscal Year Ended June 30, 2022 Libraries Impact Fee Fund 310-316
Libraries Impact Fee Fund Annual Report Notes
Purpose:

Revenues, Expenditures & Fund Balance:

Other Financing Sources (Transfers In and Transfers Out) Deferral Program:

Other Long-Term Liabilities:

Provides for libraries improvements and for the construction of new libraries as required by growth of new developments.

In FY 2021-22, the Libraries Impact Fee fund received a total revenue of $30,969, compared to prior fiscal year of $84,743, and incurred $6,825 in operating expenses and transferred out of $3,439,353. As of June 30, 2022, the total ending fund balance is $5,178,554. The available fund balance for projects is $820,436.

In FY 2021-22, the fund received a transfer in of $130,618 from PFF Fire Stations for the interfund loan payment required by Council Reso. #2018-08-21-1107. The fund also transferred out of $3,439,353 ($31,667 to Fire Stations for the “Allowances for Uncollectible” on PFF interfund loans interest accrued and $3,407,686 to CIP fund for the construction costs of the NE Branch McNair Library).

In 2017, the City Council approved (Council Reso. #2017-01-24-1210) a fee deferral program for commercial and industrial development, in which developers can elect to defer a portion of a permit fees, except for the Pass-Through Fees, and pay it at a later date by a written agreement. As of June 30, 2022, the fund has a total deferred PFF fees of $8,373 since the program inception.

As of June 30, 2022, the fund has an interfund loan receivable from Fire Stations in the amount of $1,529,790.

ATTACHMENT A
45 BUILDING TYPE CATEGORY UNIT OF

MEASURE

FEE PER UNIT

EFFECTIVE
7/1/2020

FEE PER UNIT

EFFECTIVE
7/1/2021
Office / High Density Non-Residential Per 1,000 sq ft 94.50$ 94.50$ Retail / Medium Density Non-Residential Per 1,000 sq ft 48.50$ 48.50$ Warehouse / Low Density Non-Residential Per 1,000 sq ft 56.00$ 56.00$ Single Family Units Residential - Existing City Limits Per Unit 902.00$ 902.00$ Multiple Family Units Residential - Existing City Limits Per Unit 761.00$ 761.00$ Guest Room Residential - Existing City Limits Per Room 85.50$ 85.50$ Single Family Units Residential - Greater Downtown Per Unit Exempted Exempted Multiple Family Units Residential - Greater Downtown Per Unit Exempted Exempted Guest Room Residential - Greater Downtown Per Unit 85.50$ 85.50$ Single Family Units Residential - Outside City Limits Per Unit 902.00$ 902.00$ Multiple Family Units Residential - Outside City Limits Per Unit 761.00$ 761.00$ Guest Room Residential - Outside City Limits Per Room 85.50$ 85.50$ City of Stockton - Public Facilities Fee (PFF) Report
Libraries Impact Fees Schedule
Fiscal Year 2021-22
Notes: All fee areas are subject to additional 3.5% Administrative Fee.

For additional information or questions regarding to Libraries Impact Fee, contact the Community Development Department (PFF Planning Manager) at (209) 937-8270.

ATTACHMENT A
46 FY 2020-21 FY 2021-22
Beginning Fund Balance: 76,871$ 139,452$ Revenues:

Impact fees 68,367$ 299,213$
Interest (including FMV) (5,091) (8,369) Total Revenues 63,276$ 290,843$
Expenditures:

Operating 695$ 3,257$
Other miscellaneous 17,057 15,398
Total Expenditures 17,752$ 18,655$
Other Financing Sources (Uses):

Transfers in 17,057$ 15,398$
Transfers out - (139,542)
Total Other Financing Sources (Uses) 17,057$ (124,144)$ Excess (Deficiency) of Revenues Over Expenditures 62,581$ 148,044$ Ending Fund Balance 139,452$ 287,497$
Assets:

Cash and cash equivalent 143,999$ 300,911$ Fair Market Value (FMV) 1,240 (8,331) Interest receivable 325 647
Accounts receivable 16,047 16,047
Deferred fees receivable 8,865 8,865 Allowance for uncollectible - Account receivable (11,931) (11,931) Total Assets 158,545$ 306,208$
Liabilities:

Accounts payable 649$ 268$
Due to other funds 705,192 581,048
PFF inter-fund loan allowance (705,192) (581,048) Deferred fees revenue 18,444 18,444 Total Liabilities 19,093$ 18,711$
Total Fund Balance 139,452$ 287,497$
CIP appropriations/reserved for encumbrances 10,909 - Net outstanding interfund loans balance 705,192 581,048 Ending Available Fund Balance (Deficit) (576,649)$ (293,552)$ City of Stockton - Public Facilities Fee (PFF) Report
Financial Statement for the Fiscal Year Ended June 30, 2022 Police Stations Impact Fee Fund 310-317
Income Statement
Balance Sheet

ATTACHMENT A
47 City of Stockton - Public Facilities Fee (PFF) Report Financial Statement for the Fiscal Year Ended June 30, 2022 Police Stations Impact Fee Fund 310-317
Police Stations Impact Fee Fund Annual Report Notes
Purpose:

Revenues, Expenditures & Fund Balance:

Other Financing Sources (Transfers In and Transfers Out) Deferral Program:

Other Long-Term Liabilities:

Provides for the expansion of police stations as required by growth and new development.

In FY 2021-22, the fund collected total revenues of $290,843 compared to the prior fiscal year of $63,276 and incurred $18,655 in operating expense. The ending fund balance on June 30, 2022 is $287,497.

In FY 2021-22, the fund has a transfer in of $15,398 for the accrued interest on PFF interfund loans to be recorded as “Allowance for Uncollectable” interfund loan and a transfer out of $139,542 to Street Improvement Fund for the interfund loans payment required by Council Reso. #2018-08-21-1107.

In 2017, the City Council approved (Council Reso #2017-01-24-1210) a fee deferral program for commercial and industrial development, in which developers can elect to defer a portion of a building permit fees, except for the Pass-Through Fees, and pay it at a later date by a written agreement. As of FY 2021-22, the fund has a total deferred PFF fees of $18,444 since the program inception.

As of FY 2021-22 the fund has total outstanding interfund loan balance of $581,048 owed to Street Improvement Fund and was recorded as “Allowance for Interfund Loans.” As required by Council Reso. # 2018-08-21-1107, the fund is required to make annual payments by using excess revenues from fees collected until the balance is paid in full.

ATTACHMENT A
48 BUILDING TYPE CATEGORY UNIT OF

MEASURE

FEE PER
UNIT

EFFECTIVE
7/1/2020

FEE PER
UNIT

EFFECTIVE
7/1/2021
Office / High Density Non-Residential Per 1,000 sq ft 105.50$ 105.50$ Retail / Medium Density Non-Residential Per 1,000 sq ft 54.00$ 54.00$ Warehouse / Low Density Non-Residential Per 1,000 sq ft 62.00$ 62.00$ Single Family Units Residential - Existing City Limits Per Unit 591.00$ 591.00$ Multiple Family Units Residential - Existing City Limits Per Unit 497.00$ 497.00$ Guest Room Residential - Existing City Limits Per Room 99.50$ 99.50$ Single Family Units Residential - Greater Downtown Per Unit Exempted Exempted Multiple Family Units Residential - Greater Downtown Per Unit Exempted Exempted Guest Room Residential - Greater Downtown Per Room 99.50$ 99.50$ Single Family Units Residential - Outside City Limits Per Unit 591.00$ 591.00$ Multiple Family Units Residential - Outside City Limits Per Unit 497.00$ 497.00$ Guest Room Residential - Outside City Limits Per Room 99.50$ 99.50$ City of Stockton - Public Facilities Fee (PFF) Report
Police Stations Impact Fees Schedule
Fiscal Year 2021-22
Notes: All fee areas are subject to additional 3.5% Administrative Fee.

For additional information or questions regarding to Police Stations Impact Fee, contact the Community Development Department (PFF Planning Manager) at (209) 937-8270.

ATTACHMENT A
49 FY 2020-21 FY 2021-22
Beginning Fund Balance: 7,514,347$ 7,510,779$ Revenues:

Permit fees 22,384$ 13,990$
Interest (including FMV) (10,025) (223,195) Total Revenues 12,359$ (209,205)$
Expenditures:

Operating 15,927$ 68,852$
Total Expenditures 15,927$ 68,852$
Other Financing Sources (Uses) - - Total Other Financing Sources (Uses) - - Excess (Deficiency) of Revenues Over Expenditures (3,568)$ (278,057)$ Ending Fund Balance 7,510,779$ 7,232,722$
Assets:

Cash and cash equivalent 7,434,202$ 7,446,422$ Fair Market Value (FMV) 71,197 (225,620) Interest receivable 18,683 17,405
Total Assets 7,524,083$ 7,238,207$
Liabilities:

Accounts payable 13,304$ 5,484$
Total Liabilities 13,304$ 5,484$
Total Fund Balance 7,510,779$ 7,232,722$
CIP appropriations/reserved for encumbrances 2,510,296 1,672,591 Ending Available Fund Balance (Deficit) 5,000,483$ 5,560,131$ City of Stockton - Public Facilities Fee (PFF) Report
Financial Statement for the Fiscal Year Ended June 30, 2022 Parkland Impact Fee Fund 310-318
Income Statement
Balance Sheet

ATTACHMENT A
50 City of Stockton - Public Facilities Fee (PFF) Report Financial Statement for the Fiscal Year Ended June 30, 2022 Parkland Impact Fee Fund 310-318
Parkland Impact Fee Fund Annual Report Notes
Purpose:

Revenues, Expenditures & Fund Balance:

Other Financing Sources (Transfers In and Transfers Out):

Deferral Program:

Other Long-Term Liabilities:

In FY 2021-22, as a result of Fair Market Value (FMV) adjustment, the fund ended with a deficiency in revenue of $209,205 compared to the prior fiscal year of $12,359. The fund incurred $68,852 in operating expense, and the ending fund balance at June 30, 2022 is $7,232,722.

None.

None.

None.

Provides for the acquisition of land and development of regional and neighborhood parks.

ATTACHMENT A
51 BUILDING TYPE CATEGORY UNIT OF

MEASURE

FEE PER
UNIT

EFFECTIVE
7/1/2020

FEE PER
UNIT

EFFECTIVE
7/1/2021
Office / High Density Non-Residential Per 1,000 sq ft Exempted Exempted Retail / Medium Density Non-Residential Per 1,000 sq ft Exempted Exempted Warehouse / Low Density Non-Residential Per 1,000 sq ft Exempted Exempted Single Family Units Residential - Existing City Limits Per Unit 2,798.00$ 2,798.00$ Multiple Family Units Residential - Existing City Limits Per Unit 1,712.00$ 1,712.00$ Guest Room Residential - Existing City Limits Per Unit Exempted Exempted Single Family Units Residential - Greater Downtown Per Unit Exempted Exempted Multiple Family Units Residential - Greater Downtown Per Unit Exempted Exempted Guest Room Residential - Greater Downtown Per Unit Exempted Exempted City of Stockton - Public Facilities Fee (PFF) Report
Parkland Impact Fees Schedule
Fiscal Year 2021-22
Notes: All fee areas are subject to additional 3.5% Administrative Fee.

For additional information or questions regarding to Parkland Impact Fee, contact the Community Development Department (PFF Planning Manager) at (209) 937-8270.

ATTACHMENT A
52 FY 2020-21 FY 2021-22
Beginning Fund Balance: 394,231$ 393,542$ Revenues:

Interest (including FMV) (552)$ (11,738)$ Total Revenues (552)$ (11,738)$
Expenditures:

Operating 137$ 164$
Total Expenditures 137$ 164$
Other Financing Sources (Uses): - - Total Other Financing Sources (Uses) - - Excess (Deficiency) of Revenues Over Expenditures (689)$ (11,902)$ Ending Fund Balance 393,542$ 381,639$
Assets:

Cash and cash equivalent 388,840$ 392,612$ Fair Market Value (FMV) 3,724 (11,890) Interest receivable 977 917
Total Assets 393,542$ 381,639$
Liabilities - -
Total Liabilities - -
Total Fund Balance 393,542$ 381,639$
CIP appropriations/reserved for encumbrances 340,401 340,401 Ending Available Fund Balance (Deficit) 53,141$ 41,238$ City of Stockton - Public Facilities Fee (PFF) Report
Financial Statement for the Fiscal Year Ended June 30, 2022 Street Trees Impact Fee Fund 310-319
Income Statement
Balance Sheet

ATTACHMENT A
53 City of Stockton - Public Facilities Fee (PFF) Report Financial Statement for the Fiscal Year Ended June 30, 2022 Street Trees Impact Fee Fund 310-319
Street Trees Impact Fee Fund Annual Report Notes
Purpose:

Revenues, Expenditures & Fund Balance:

Other Financing Sources (Transfers In and Transfers Out):

Deferral Program:

Other Long-Term Liabilities:

In FY 2021-22, the fund did not receive any fee revenues. The fund incurred a revenue loss of $11,738 due to the Fair Market Value (FMV) adjustments and had expenditures of $164. The ending fund balance at June 30, 2022 is $381,639.

None.

None.

None.

Provides for necessary street trees management and new trees planting as new development is established.

ATTACHMENT A
54 PERMIT TYPE CATEGORY UNIT OF

MEASURE

FEE PER
UNIT

EFFECTIVE
7/1/2020

FEE PER
UNIT

EFFECTIVE
7/1/2021
Tree without root barrier N/A Per Tree 140.00$ 140.00$ Tree with root barrier N/A Per Tree 195.00$ 195.00$ City of Stockton - Public Facilities Fee (PFF) Report
Street Trees Impact Fees Schedule
Fiscal Year 2021-22
Note: All fee areas are subject to additional 3.5% Administrative Fee.

For additional information or questions regarding to Street Trees Impact Fee, contact the Community Development Department (PFF Planning Manager) at (209) 937-8270.

ATTACHMENT A
55 FY 2020-21 FY 2021-22
Beginning Fund Balance: 176,902$ 197,536$ Revenues:

Permit fees 20,610$ 14,599$
Interest (including FMV) 91 (6,217) Total Revenues 20,701$ 8,381$
Expenditures:

Operating 68$ 85$
Total Expenditures 68$ 85$
Other Financing Sources (Uses) - - Total Other Financing Sources (Uses) - - Excess (Deficiency) of Revenues Over Expenditures 20,633$ 8,296$ Ending Fund Balance 197,536$ 205,832$
Assets:

Cash and cash equivalent 195,212$ 211,749$ Fair Market Value (FMV) 1,840 (6,413) Interest receivable 483 495
Total Assets 197,535$ 205,832$
Liabilities - -
Total Liabilities - -
Total Fund Balance 197,536$ 205,832$
CIP appropriations/reserved for encumbrances 138,786 138,786 Ending Available Fund Balance (Deficit) 58,749$ 67,046$ City of Stockton - Public Facilities Fee (PFF) Report
Financial Statement for the Fiscal Year Ended June 30, 2022 Street Signs Impact Fee Fund 310-320
Income Statement
Balance Sheet

ATTACHMENT A
56 City of Stockton - Public Facilities Fee (PFF) Report Financial Statement for the Fiscal Year Ended June 30, 2022 Street Signs Impact Fee Fund 310-320
Street Signs Impact Fee Fund Annual Report Notes
Purpose:

Revenues, Expenditures & Fund Balance:

Other Financing Sources (Transfers In and Transfers Out):

Deferral Program:

Other Long-Term Liabilities:

In FY 2021-22, the fund collected total revenues of $8,381 compared to the prior fiscal year of $20,701 and incurred $85 in investment interest expense. The ending fund balance on June 30, 2022 is $205,832.

None.

None.

None.

Provides for necessary street signs as new development is established.

ATTACHMENT A
57 SIGN TYPE CATEGORY UNIT OF

MEASURE

FEE PER
UNIT

EFFECTIVE
7/1/2020

FEE PER
UNIT

EFFECTIVE
7/1/2021
Street Name Sign N/A Per Sign 286.25$ 286.25$ Regulatory Sign N/A Per Sign 434.50$ 434.50$ Speed Limit Sign N/A Per Sign 205.75$ 205.75$ City of Stockton - Public Facilities Fee (PFF) Report
Street Signs Impact Fees Schedule
Fiscal Year 2021-22
Note: All fee areas are subject to additional 3.5% Administrative Fee.

For additional information or questions regarding to Street Signs Impact Fee, contact the Community Development Department (PFF Planning Manager) at (209) 937-8270.

ATTACHMENT A
58 FY 2020-21 FY 2021-22
Beginning Fund Balance: 461,361$ 460,555$ Revenues:

Interest (including FMV) (645)$ (13,738)$ Total Revenues (645)$ (13,738)$
Expenditures:

Operating 161$ 192$
Total Expenditures 161$ 192$
Other Financing Sources (Uses) - - Total Other Financing Sources (Uses) - - Excess (Deficiency) of Revenues Over Expenditures (806)$ (13,930)$ Ending Fund Balance 460,555$ 446,626$
Assets:

Cash and cash equivalent 455,054$ 459,468$ Fair Market Value (FMV) 4,358 (13,915) Interest receivable 1,144 1,073
Total Assets 460,555$ 446,626$
Liabilities - -
Total Liabilities - -
Total Fund Balance 460,555$ 446,626$
CIP appropriations/reserved for encumbrances 261,769 361,769 Ending Available Fund Balance (Deficit) 198,786$ 84,857$ City of Stockton - Public Facilities Fee (PFF) Report
Financial Statement for the Fiscal Year Ended June 30, 2022 Street Lights In Lieu Impact Fee Fund 310-321 (All Areas) Income Statement
Balance Sheet

ATTACHMENT A
59 City of Stockton - Public Facilities Fee (PFF) Report Financial Statement for the Fiscal Year Ended June 30, 2022 Street Lights In Lieu Impact Fee Fund 310-321 (All Areas) Street Lights In Lieu Impact Fee Fund Annual Report Notes Purpose:

Revenues, Expenditures & Fund Balance:

Other Financing Sources (Transfers In and Transfers Out) Deferral Program:

Other Long-Term Liabilities:

In FY 2021-22, the fund did not received any fee revenues. Instead, it incurred a deficiency of $13,738, due to the Fair Market Value (FMV) adjustments, and incurred investment interest expense of $192. The ending fund balance at June 30, 2022 is $446,626.

None.

None.

None.

Provides for proportionate cost of street light installations for new subdivisions of four or less parcels and single lot development.

ATTACHMENT A
60 TYPE CATEGORY UNIT OF

MEASURE

FEE PER
UNIT

EFFECTIVE
7/1/2020

FEE PER
UNIT

EFFECTIVE
7/1/2021
Street Light In Lieu N/A Per Linear Foot 34.50$ 34.50$ City of Stockton - Public Facilities Fee (PFF) Report
Street Lights In Lieu Impact Fees Schedule
Fiscal Year 2021-22
Note: All fee areas are subject to additional 3.5% Administrative Fee.

For additional information or questions regarding to Street Lights In Lieu Impact Fee, contact the Community Development Department (PFF Planning Manager) at (209) 937-8270.

ATTACHMENT A
61 FY 2020-21 FY 2021-22
Beginning Fund Balance: 4,644,880$ 5,304,431$ Revenues:

Permit fees 571,469$ 2,034,371$
Interest (including FMV) 6,919 (203,180) Total Revenues 578,388$ 1,831,191$
Expenditures:

Operating 41,883$ 2,944$
Capital improvement (CIP) (133,138) 13,137 Other miscellaneous 448 -
Total Expenditures (90,807)$ 16,081$
Other Financing Sources (Uses):

Transfers out (9,644)$ (20,181)$
Total Other Financing Sources (Uses) (9,644)$ (20,181)$ Excess (Deficiency) of Revenues Over Expenditures 659,551$ 1,794,929$ Ending Fund Balance 5,304,431$ 7,099,360$
Assets:

Cash and cash equivalent 5,243,195$ 7,299,849$ Fair Market Value (FMV) 49,047 (216,496) Interest receivable 12,870 16,731
Total Assets 5,305,112$ 7,100,084$
Liabilities:

Accounts payable 681$ 724$
Total Liabilities 681$ 724$
Total Fund Balance 5,304,431$ 7,099,360$
CIP appropriations/reserved for encumbrances 508,445 1,225,127 Ending Available Fund Balance (Deficit) 4,795,986$ 5,874,232$ City of Stockton - Public Facilities Fee (PFF) Report
Financial Statement for the Fiscal Year Ended June 30, 2022 Air Quality Impact Fee Fund 310-322
Income Statement
Balance Sheet

ATTACHMENT A
62 City of Stockton - Public Facilities Fee (PFF) Report Financial Statement for the Fiscal Year Ended June 30, 2022 Air Quality Impact Fee Fund 310-322
Air Quality Impact Fee Fund Annual Report Notes
Purpose:

Revenues, Expenditures & Fund Balance:

Other Financing Sources (Transfers In and Transfers Out):

Deferral Program:

Other Long-Term Liabilities:

In FY 2021-22, the fund collected total revenues of $1,831,191 compared to the prior fiscal year of $578,388 and incurred $16,081 in operating expense. The ending fund balance on June 30, 2022 is $7,099,360, whereas the available fund balance for projects is $5,874,232.

In FY 2021-22, the fund has transferred out of $20,181 as part of the multi-projects cost allocations.

None.

None.

Provides for the mitigation, studies, and management of adverse environmental effects and establishes an air quality standard for air pollution control resulted from growth and new development.

ATTACHMENT A
63 BUILDING TYPE CATEGORY UNIT OF

MEASURE

FEE PER
UNIT

EFFECTIVE
7/1/2020

FEE PER
UNIT

EFFECTIVE
7/1/2021
Office / High Density Non-Residential Per 1,000 sq ft 329.00$ 329.00$ Retail / Medium Density Non-Residential Per 1,000 sq ft 689.00$ 689.00$ Warehouse / Low Density Non-Residential Per 1,000 sq ft 405.00$ 405.00$ Single Family Units Residential Per Unit 187.00$ 187.00$ Multiple Family Units Residential Per Unit 127.00$ 127.00$ Guest Room Residential Per Room 120.00$ 120.00$ City of Stockton - Public Facilities Fee (PFF) Report
Air Quality Impact Fees Schedule
Fiscal Year 2021-22
Notes: All fee areas are subject to additional 3.5% Administrative Fee.

For additional information or questions regarding to Air Quality Impact Fees, contact the Community Development Department (PFF Planning Manager) at (209) 937-8270.

ATTACHMENT A
64 FY 2020-21 FY 2021-22
Beginning Fund Balance: 1,754,590$ 2,379,962$ Revenues:

PFF Administrative Fees 829,875$ 984,372$
Interest (including FMV) 41,227 (85,954)
Total Revenues 871,102$ 898,418$
Expenditures:

Operating 245,695$ 285,538$
Capital improvement (CIP) 35 -
Total Expenditures 245,730$ 285,538$
Other Financing Sources (Uses) - -
Total Other Financing Sources (Uses) - -
Excess (Deficiency) of Revenues Over Expenditures 625,372$ 612,880$ Ending Fund Balance 2,379,962$ 2,992,842$
Assets:

Cash and cash equivalent 2,398,294$ 3,096,629$ Fair Market Value (FMV) 21,561 (91,826)
Interest receivable 5,658 7,094
Total Assets 2,425,513$ 3,011,897$
Liabilities:

Accounts payable 45,550$ 19,054$
Total Liabilities 45,550$ 19,054$
Total Fund Balance 2,379,962$ 2,992,842$
CIP appropriations/reserved for encumbrances 552,441 379,782 Ending Available Fund Balance (Deficit) 1,827,521$ 2,613,060$ City of Stockton - Public Facilities Fee (PFF) Report
Financial Statement for the Fiscal Year Ended June 30, 2022 PFF Administrative Fee Fund 310-323
Income Statement
Balance Sheet

ATTACHMENT A
65 City of Stockton - Public Facilities Fee (PFF) Report Financial Statement for the Fiscal Year Ended June 30, 2022 PFF Administrative Fee Fund 310-323
PFF Administrative Fee Fund Annual Report Notes
Purpose:

Revenues, Expenditures & Fund Balance:

Other Financing Sources (Transfers In and Transfers Out) Deferral Program:

Other Long-Term Liabilities:

In FY 2021-22, the the Administrative Fee Fund collected total revenues of $898,418 compared to the prior fiscal year of $871,102 and incurred $285,538 in operating expenditures. The ending fund balance on June 30, 2022 is $2,992,842 where as the available fund balance is $2,613,060.

None.

None.

None.

Provides for Administrative costs of Public Facilities Fees Program.

ATTACHMENT A
66 FY 2020-21 FY 2021-22
Beginning Fund Balance: 9,743,106$ 12,701,004$ Revenues:

Impact fee 2,918,767$ 3,588,920$
Interest (including FMV) 43,455 (473,005) Total Revenues 2,962,222$ 3,115,915$
Expenditures:

Operating 4,324$ 26,644$
Total Expenditures 4,324$ 26,644$
Other Financing Sources (Uses) - - Total Other Financing Sources (Uses) - - Excess (Deficiency) of Revenues Over Expenditures 2,957,898$ 3,089,271$ Ending Fund Balance 12,701,004$ 15,790,275$
Assets:

Cash and cash equivalent 13,070,183$ 17,023,060$ Fair Market Value (FMV) 117,330 (506,416) Interest receivable 30,788 39,125
Total Assets 13,218,301$ 16,555,769$
Liabilities:

Due to other governments 517,298$ 765,495$ Total Liabilities 517,298$ 765,495$
Total Fund Balance 12,701,004$ 15,790,275$
CIP appropriations/reserved for encumbrances - - Ending Available Fund Balance (Deficit) 12,701,004$ 15,790,275$ City of Stockton - Public Facilities Fee (PFF) Report
Financial Statement for the Fiscal Year Ended June 30, 2022 Regional Transportation Impact Fee (RTIF) Fund 310-324
Income Statement
Balance Sheet

ATTACHMENT A
67 City of Stockton - Public Facilities Fee (PFF) Report Financial Statement for the Fiscal Year Ended June 30, 2022 Regional Transportation Impact Fee (RTIF) Fund 310-324
Regional Transportation Impact Fee Notes
Purpose:

Revenues, Expenditures & Fund Balance:

Other Financing Sources (Transfers In and Transfers Out) Deferral Program:

Other Long-Term Liabilities:

In FY 2021-22, the fund collected total revenues of $3,115,915 compared to the prior fiscal year of $2,962,222 and incurred $26,644 in operating expense. The ending fund balance on June 30, 2022 is $15,790,275.

None.

None.

None.

Provides for regional transportation improvements in San Joaquin County (in conjunction with other cities) and addresses traffic congestion as a result of new developments. The fee provides funding for transportation improvements required to serve new developments and to ensure that existing service levels can be maintained. The City retains 75% of the fees collected. The remaining 25% is paid out to SJ County (10%) and SJCOG (15%).

ATTACHMENT A
68 BUILDING PERMIT TYPE CATEGORY UNIT OF

MEASURE

FEE PER
UNIT

EFFECTIVE
7/1/2020

FEE PER
UNIT

EFFECTIVE
7/1/2021
Office / Guest Rooms / High Density Non-Residential Per 1,000 Sq Ft 1,800.00$ 1,850.00$ Retail / Medium Density Non-Residential Per 1,000 Sq Ft 1,430.00$ 1,470.00$ Commercial / Industrial Non-Residential Per 1,000 Sq Ft 1,090.00$ 1,120.00$ High Cube Warehouse / Low Density Non-Residential Per 1,000 Sq Ft 450.00$ 460.00$ Single Family Units Residential Per Unit 3,598.34$ 3,696.21$ Multiple Family Units Residential Per Unit 2,159.00$ 2,217.72$ City of Stockton - Public Facilities Fee (PFF) Report
Regional Transportation Impact Fees (RTIF) Schedule
Fiscal Year 2021-22
Notes: All fee areas are subject to additional 3.5% Administrative Fee; RTIF fees are set by San Joaquin Council of Governments.

For additional information or questions regarding to Regional Transportation Impact Fees, contact the San Joaquin Council of Governments at (209) 235- 0389.

ATTACHMENT A
69 FY 2020-21 FY 2021-22
Beginning Fund Balance (3,586,885)$ (4,412,534)$ Revenues:

Water connection fees 1,645,609$ 1,814,870$ Interest 8,242 139,346
Total Revenues 1,653,851$ 1,954,216$
Expenditures:

Operating (1,134)$ (2,386)$
Land acquisition 77,469 -
Capital improvement (CIP) 1,063,404 1,157,914
Credit capitalization (1,140,873) (1,157,914) Total Expenditures (1,134)$ (2,386)$
Other Financing Sources (Uses):

Transfers in -$ 4,983,808$
Transfers out - CIP contribution (1,140,873) (1,157,914) Transfers out - Debt services - 2018A Water Bond Series (1,339,761) (1,341,442) Total Other Financing Sources (Uses) (2,480,634)$ 2,484,452$ Excess (Deficiency) of Revenues Over Expenditures (825,649)$ 4,441,054$ Ending Fund Balance (4,412,534)$ 28,520$
Assets:

Cash and cash equivalent (4,582,252)$ (522,814)$ Interest receivable (8,072) (13,160)
Due from other governments 569,530 569,530
Total Assets (4,020,794)$ 33,556$
Liabilities:

Accounts payable 357,039$ 5,036$
Retention 34,701 -
Total Liabilities 391,740$ 5,036$
Total Fund Balance (4,412,534)$ 28,520$
CIP appropriations/reserved for encumbrances 1,178,823 4,014,713 Ending Available Fund Balance (Deficit) (5,591,357)$ (3,986,192)$ City of Stockton - Public Facilities Fee (PFF) Report
Financial Statement for the Fiscal Year Ended June 30, 2022 Water Connections Fee Fund 600-605
Income Statement
Balance Sheet

ATTACHMENT A
70 City of Stockton - Public Facilities Fee (PFF) Report Financial Statement for the Fiscal Year Ended June 30, 2022 Water Connections Fee Fund 600-605
Water Connection Fee Fund Annual Report Notes
Purpose:

Revenues, Expenditures & Fund Balance:

Other Financing Sources (Transfers In and Transfers Out) Deferral Program:

Other Long-Term Liabilities:
2018A Series (Green Bonds):

On August 11, 2009, the Stockton Public Financing Authority issues a series of Taxable Water Revenue Bonds in the amount of $154,550,000, under the American Recovery and Reinvestment Act of 2009, to finance the first phase of the Delta Water Supply Project. Pursuant to the Recovery Act, the Stockton Public Financing Authority is to receive cash subsidy from the US Treasury equal to 35% of the interest payable on the bonds of each interest payment. This subsidy was expected to be reduced to 6.9% beginning September 30, 2018. The total outstanding balance in 2018A Series in the amount of $129,930,000 on June 30, 2022 and is required to make twenty annual payments, beginning October 1, 2019 and ending October 1, 2038, using the net available monies from the Water Utilities Fund and the Water Connection Fees Fund. Payments of 2018A Series will be made on annual installments ranging from $4,835,000 to $12,195,000 with the interest rate ranging from 4% to 5%, beginning on October 1, 2019 and ending October 1, 2037.

Provides for the operations and distributions of water services (including connections, transmission, and construction of existing and new water line) in the Municipal Water Utility as required by growth and new development.

Notes: This impact fee is a utility enterprise fund and is reported under the full accrual accounting standard set by FASB, not under the modified accrual accounting standard set forth by GASB.

In FY 2021-22, the fund collected total revenues of $1,954,216 compared to prior fiscal year of $1,653,851. Consistent with last year, the fund received a credit adjustment of $2,386 on investment services expense. The ending fund balance at June 30, 2022 is $28,520.

All transfers within enterprise funds are debt related only. In FY 2021-22, the fund has transferred out of $1,341,442 to Debt Services Fund to pay for the 2018A (Green Bonds) Water Bonds Series.

None.

None.

ATTACHMENT A
71 CONNECTION FEE TYPE CATEGORY UNIT OF

MEASURE

FEE PER
UNIT

EFFECTIVE
7/1/2020

FEE PER
UNIT

EFFECTIVE
7/1/2021
Single Family Units Residential Per Meter 2,264.41$ 2,264.41$ Multiple Family Units Residential Per Meter 2,264.41$ 2,264.41$ Multiple Family - Additional Units Residential Per Meter 1,827.01$ 1,827.01$ Connection Size:
5/8 & 3/4 Inch Non-Residential Per Meter 2,264.41$ 2,264.41$ 1 Inch Non-Residential Per Meter 4,265.68$ 4,265.68$

1.5 Inch Non-Residential Per Meter 9,643.78$ 9,643.78$ 2 Inches Non-Residential Per Meter 13,633.40$ 13,633.40$ 3 Inches Non-Residential Per Meter 28,954.70$ 28,954.70$ 4 Inches Non-Residential Per Meter 48,212.63$ 48,212.63$ 6 Inches Non-Residential Per Meter 104,818.85$ 104,818.85$ 8 Inches Non-Residential Per Meter 156,827.95$ 156,827.95$ 10 Inches Non-Residential Per Meter See Formula 1 See Formula 1 12 Inches Non-Residential Per Meter See Formula 2 See Formula 2 City of Stockton - Public Facilities Fee (PFF) Report
Water Connections Fees Schedule
Fiscal Year 2021-22
Notes: All fee areas are subject to additional 3.5% Administrative Fee.

For additional information or questions regarding to Water Connection Fees, contact the Municipal Utilities Department at (209) 937-8753.

Formula 1: 10" Connections = [(Flow Rate / 30GPM x $2,135.84) + $61,907.00] Formula 2: 12" Connections = [(Flow Rate / 30GPM x $2,135.84) + $86,049.00]

ATTACHMENT A
72 FY 2020-21 FY 2021-22
Beginning Fund Balance 3,073,880$ 8,869,910$ Revenues:

Connection fees 5,726,302$ 5,584,349$
Interest 72,487 (318,585)
Total Revenues 5,798,789$ 5,265,764$
Expenditures:

Operating 2,759$ 4,914$
Total Expenditures 2,759$ 4,914$
Other Financing Sources (Uses) - - Total Other Financing Sources (Uses) - - Excess (Deficiency) of Revenues Over Expenditures 5,796,030$ 5,260,850$ Ending Fund Balance 8,869,910$ 14,130,760$ Assets:

Cash and cash equivalent 8,850,264$ 14,096,991$ Interest receivable 19,646 33,769
Total Assets 8,869,910$ 14,130,760$
Liabilities - -
Total Liabilities - -
Total Fund Balance 8,869,910$ 14,130,760$
CIP appropriations/reserved for encumbrances - - Ending Available Fund Balance (Deficit) 8,869,910$ 14,130,760$ City of Stockton-Public Facilities Fee (PFF) Report
Financial Statement for the Fiscal Year Ended June 30, 2022 Delta Water Surface Connection Fee Fund 600-606
Income Statement
Balance Sheet

ATTACHMENT A
73 City of Stockton-Public Facilities Fee (PFF) Report
Financial Statement for the Fiscal Year Ended June 30, 2022 Delta Water Surface Connection Fee Fund 600-606
Water Connection Fee Fund Annual Report Notes
Purpose:

Revenues, Expenditures & Fund Balance:

Other Financing Sources (Transfers In and Transfers Out):
2010A Demand Water Revenue Bonds Series & 2019A Water Revenue Refunding Bonds:
2018A Series (Green Bonds):

On August 11, 2009, the Stockton Public Financing Authority issues a series of Taxable Water Revenue Bonds in the amount of $154,550,000, under the American Recovery and Reinvestment Act of 2009, to finance the first phase of the Delta Water Supply Project. Pursuant to the Recovery Act, the Stockton Public Financing Authority is to receive cash subsidy from the US Treasury equal to 35% of the interest payable on the bonds of each interest payment. This subsidy was expected to be reduced to 6.9% beginning September 30, 2018. The total outstanding balance in 2018A Series in the amount of $129,930,000 on June 30, 2022 and is required to make twenty annual payments, beginning October 1, 2019 and ending October 1, 2038, using the net available monies from the Water Utilities Fund and the Delta Water Connection Fees Fund. Payments of 2018A Series will be made on annual installments ranging from $4,835,000 to $12,195,000 with the interest rate ranging from 4% to 5%, beginning on October 1, 2019 and ending October 1, 2037.

Provides for a portion of the annual debt service related to the Delta Water Supply Project. The unrestricted fund balance will be used to fund or provide for early retirement of the Delta Water Supply Project debts.

Notes: This impact fee is a utility enterprise fund and is reported under the full accrual accounting standard set by FASB, not under the modified accrual accounting standard set forth by GASB.

In FY 2020-22, Delta Water Supply Connection Fee collected total revenues of $5,265,764 compared to the prior fiscal year of $5,798,789 and incurred $4,914 investment interest expense. The ending fund balance on June 30, 2022 is $14,130,760.

Notes: The transfers out of available fund balance were to pay for the bonds issued by the Stockton Public Financing Authority to finance Delta Water Supply Projects.

None.

On October 20, 2010, the Stockton Public Financing Authority originally issued Demand Water Revenue Bonds Series A in the amount of $5,000,000 as variable rate to finance the Delta Water Supply Project. Due to the city entering Chapter 9 Bankruptcy, the bonds were remarketed and converted to long-term fixed rate on November 26, 2013. On Nov. 5, 2019, the 2010A Demand Water Revenue Bonds were refunded by the new 2019A Water Revenue Refunding Bonds. The total outstanding principal balance for the new 2019A Series is $53,700,000 on June 30, 2022. The 2019A Series will be paid in twenty-one annual installments beginning October 1, 2020 and until October 1, 2040. The annual installment payments of the 2019A Series is ranging from $500,000 to $15,500,000 with the interest rate ranging from 1.5% to 3.6%.

ATTACHMENT A
74 CONNECTION FEE TYPE CATEGORY UNIT OF

MEASURE

FEE PER
UNIT

EFFECTIVE
7/1/2020

FEE PER
UNIT

EFFECTIVE
7/1/2021
Connection Size:
3/4 Inch N/A Per Meter 5,374.13$ 5,441.18$
1 Inch N/A Per Meter 8,974.80$ 9,086.77$
1 1/2 Inch N/A Per Meter 21,496.52$ 21,764.72$
2 Inches N/A Per Meter 28,644.11$ 29,001.49$
3 Inches N/A Per Meter 57,341.97$ 58,057.39$
4 Inches N/A Per Meter 89,586.75$ 90,704.47$
6 Inches N/A Per Meter 179,119.75$ 181,354.53$
8 Inches N/A Per Meter 286,602.35$ 290,178.13$
10 Inches N/A Per Meter See Formula 1 See Formula 1
12 Inches N/A Per Meter See Formula 2 See Formula 2
Formula 1: 10" Connections = [(Flow Rate / 30GPM x $4,838) + $61,907.00] Formula 2: 12" Connections = [(Flow Rate / 30GPM x $4,838) + $86,049.00] For additional information or questions regarding to Delta Water Surface Connection Fees, contact the Municipal Utilities Department at (209) 937-8753.

City of Stockton - Public Facilities Fee (PFF) Report
Delta Water Surface Connections Fees Schedule
Fiscal Year 2021-22
Notes: All fee areas are subject to additional 3.5% Administrative Fee.

ATTACHMENT A
75 FY 2020-21 FY 2021-22
Beginning Fund Balance 9,306,443$ 8,420,057$ Revenues:

Connection fees per area:

Existing Collections 140,250$ 117,110$
Future Collections 150,969 115,858
Combined Treatment 2,250,299 2,269,323
Westside Project 1,960,454 1,386,667
Interest 104,406 (266,096)
Total Revenues 4,606,378$ 3,622,861$
Expenditures:

Operating 4,253$ 2,558$
Land acquisition 143,871 -
Capital improvement (CIP) 1,899,933 2,278,609
Credit capitalization (2,043,803) (2,278,609) Other miscellaneous 3,079 (3,796)
Total Expenditures 7,332$ (1,238)$
Other Financing Sources (Uses):

Transfers out - CIP contribution (2,043,803)$ (2,278,609)$ Transfers out - Debt services - COP Bond Series (3,441,629) (3,439,793) Total Other Financing Sources (Uses) (5,485,432)$ (5,718,402)$ Excess (Deficiency) of Revenues Over Expenditures (886,386)$ (2,094,304)$ Ending Fund Balance 8,420,057$ 6,325,753$
Assets:

Cash and cash equivalent 9,119,455$ 6,323,574$ Interest receivable 30,280 15,176
Accounts receivable 2,530 -
Total Assets 9,152,265$ 6,338,750$
Liabilities:

Accounts payable 667,765$ 12,997$
Retention 64,444 -
Total Liabilities 732,209$ 12,997$
Total Fund Balance 8,420,057$ 6,325,753$
CIP appropriations/reserved for encumbrances 2,197,922 2,805,036 Ending Available Fund Balance (Deficit) 6,222,135$ 3,520,717$ City of Stockton - Public Facilities Fee (PFF) Report
Financial Statement for the Fiscal Year Ended June 30, 2022 Wastewater Connections Fee Fund 610-615 - All Areas
Income Statement
Balance Sheet

ATTACHMENT A
76 City of Stockton - Public Facilities Fee (PFF) Report Financial Statement for the Fiscal Year Ended June 30, 2022 Wastewater Connections Fee Fund 610-615 - All Areas
Wastewater Connections Fee Annual Report Notes
P
urpose:

To provide f or the expansion and improvement of wastewater collection and treatment capacities and facilities as required by gro
wth and new development.

Notes: This impact fee is a utility enterprise f und and is reported under the full ac crual accounting standard set by FASB, not under the modified accrual accounting standard set forth by GASB.

Revenues, Expenditures & Fund Balance:

In FY 2020-22, the fund collected total revenues o f $3,622,861 compared to prior f iscal year of $4,606,378 and received a total credit adjustment fo r operating expenses of $1,238 and incurred a total CIP costs of $2,278,609. The fund credited and or contributed the tota l CIP costs by transferring o ut of $2,278,609 to Wastewater Utility fund and transferred o ut o f $3,439,793 to debt services fund to pay for the 2014A Water Revenue Bonds. The ending fund balance at June 30, 2022 is $6,325,753 where as the available fund balance is $3,520,717.

Notes:

The transfers out of available fund balance were to pay for the bonds issued by the Stockton Public Financing Financing Authority to finance wastewater projects.

Other F
inancing Sources (Transfers In and Transfers Out)
Transfers in and out of enterprise funds are debt related only. In FY 2021-22, Wastewater Connection Fees Fund has transferred out total of $3,439,793 Wastewater Revenue Refunding Bonds, 2014A Series discussed as follows:

Wastewater Revenue Refunding Bonds, 2014A Series:

In 1998 and 2003, the Stockton Public Financing Authority issues two series of bonds to finance the City’s wastewater projects. To save money and cut cost on long-term debts, the City issues new bonds (the Wastewater Revenue Refunding Bonds, 2014A Series) and refunded the 1998A and 2003A Series. The 2014A Series was issued by the Stockton Public Financing Authority
in the amount of $69,440,000, with 15 annual installments ranging from $3,230,000 to $6,530,000 and interest rates ranging from 3% to 5%. Each annual installment will be paid in two payments (March 1 and September 1) beginning March 1, 2015. The bonds are expected to mature on September 1, 2029. The 2014A Series was issued as redeemable prior to maturity date. The bond payments are to be provided by Wastewater Enterprise Fund and Wastewater Connection Fees Fund at the rate of 47% and 53% respectively.

ATTACHMENT A
77 CONNECTION FEE AREA PROJECT FEE

COMBINED

CONNECTION
FEE

EXISTING

CONNECTION
FEE
FUTURE

CONNECTION
FEE

TOTAL FEE

PER SFU
North of Calaveras 2,100.00$ 400.00$ 1,134.00$ 3,634.00$ South of Calaveras 2,100.00$ 400.00$ 350.00$ 2,850.00$ CFD 90-1 2,100.00$ 2,100.00$
Westside Project A 3,200.00$ 2,100.00$ 5,300.00$ Westside Project B 3,200.00$ 2,100.00$ 5,300.00$ Westside Project C 3,200.00$ 2,100.00$ 400.00$ 5,700.00$ Weston Ranch 6A 2,100.00$ 1,520.00$ 3,620.00$ Weston Ranch 6B 2,100.00$ 1,204.00$ 3,304.00$ City of Stockton - Public Facilities Fee (PFF) Report
Wastewater Connection Fees Schedule
Fiscal Year 2021-22
Notes: All fee areas are subject to additional 3.5% Administrative Fee; Per Council resolution #02-0332, effective June 1, 2002, the fees apply for all fee areas and for all fiscal year.

For additional information or questions regarding to Wastewater Connection Fees, contact the Municipal Utilities Department at (209) 937-8753.

ATTACHMENT A
78 FY 2020-21 FY 2021-22
Beginning Fund Balance:

Surface Water Impact Mitigation Fee -$ 1,207,844$ County Facilities Impact Fee 41,266 910,532 Agricultural Land Mitigation Impact Fee - 489,142 Mossdale Tract Development Fee - 63,304 Undistributed Balance - 24,064 Total Beginning Fund Balance 41,266$ 2,694,886$ Revenues:

Surface Water Impact Mitigation Fee 3,964,791$ 4,766,836$ County Facilities Impact Fee 2,671,047 2,547,410 Agricultural Land Mitigation Impact Fee 1,519,121 1,124,249 Mossdale Tract Development Fee 255,357 11,282 Interest (undistributed) 25,163 23,508 Fair Market Value (FMV) 12,772 (85,622) Total Revenues 8,448,250$ 8,387,663$
Expenditures (Distributions):

Surface Water Impact Mitigation Fee 2,756,947$ 4,161,459$ County Facilities Impact Fee 1,801,781 2,491,287 Agricultural Land Mitigation Impact Fee 1,029,979 1,564,297 Mossdale Tract Development Fee 192,052 83,195 Interest distributed (adjusted) 13,871 23,508 Total Expenditures (Distributions) 5,794,630$ 8,323,746$ Undistributed Revenues:

Surface Water Impact Mitigation Fee 1,207,844$ 605,377$ County Facilities Impact Fee 869,266 56,123 Agricultural Land Mitigation Impact Fee 489,142 (440,048) Mossdale Tract Development Fee 63,304 (71,913) Interest (undistributed) 11,292 (85,622) Total Undistributed Revenues 2,640,848$ 63,917$ Ending Fund Balance:

Surface Water Impact Mitigation Fee 1,207,844$ 1,813,221$ County Facilities Impact Fee 910,532 966,655 Agricultural Land Mitigation Impact Fee 489,142 49,094 Mossdale Tract Development Fee 63,304 (8,608) Undistributed Balance 24,064 (61,559) Total Ending Fund Balance 2,694,886$ 2,758,803$ Surface Water Impact Mitigation Fee Stockton East Water District (SEWD) City of Stockton - Public Facilities Fee (PFF) Report
Financial Statement For the Year Ended June 30,2022
Pass Through Fees - Agency Fund 780-786

TYPE OF FEE AGENCY FEE REMITTED TO
Income Statement
County Facilities Impact Fee San Joaquin County Administrator Agricultural Land Impact Mitigation Fee Central Valley Farmland Trust (CVFT) Mossdale Tract Development Fee San Joaquin Area Flood Control Agency (SJAFCA)

ATTACHMENT A
79 FY 2020-21 FY 2021-22
Surface Water Impact Mitigation Fee Stockton East Water District (SEWD) City of Stockton - Public Facilities Fee (PFF) Report
Financial Statement For the Year Ended June 30,2022
Pass Through Fees - Agency Fund 780-786

TYPE OF FEE AGENCY FEE REMITTED TO
County Facilities Impact Fee San Joaquin County Administrator Agricultural Land Impact Mitigation Fee Central Valley Farmland Trust (CVFT) Mossdale Tract Development Fee San Joaquin Area Flood Control Agency (SJAFCA) Assets:

Cash and cash equivalent 2,678,763$ 2,826,020$ Fair Market Value (FMV) 12,772 (72,851) Interest receivable 3,351 5,634
Total Assets 2,694,886$ 2,758,803$
Liabilities - -
Total Liabilities - -
Total Fund Balance 2,694,886$ 2,758,803$
Total Fund Balance (Deficit) and Liabilities 2,694,886$ 2,758,803$ Balance Sheet

ATTACHMENT A
80 To mitigate for the impact on water, agricultural land, public facilities, and flood control through the conversion of land for private and urban uses, including residential, commercial, and industrial developments. Fees collected by the city are remitted to various governmental entities as discussed below:

City of Stockton - Public Facilities Fee (PFF) Report
Financial Statement For the Fiscal Year Ended June 30,2022 Pass Through Fees - Agency Fund 780-786
Pass Through Fees – All Mitigation Fees – Annual Report Notes Purpose:

Mossdale Tract Development Fee – San Joaquin Area Flood Control Agency (SJAFCA):

In January of 2018, the city agreed to join and execute an Amended Joint Powers Agreement (JEPA) with the County of San Joaquin, the San Joaquin County Flood Control and the Water Conservation (SJCFCWCD), City of Lathrop, and the City of Manteca to reform the San Joaquin Area Flood Control Agency in an effort to manage and/or reduce flood risks in the Mossdale Tract Area. Under state legislation, SJAFCA has the authority to impose fees as a condition for new developments in Mossdale Tract Area, whereas the city agreed to assist in fees collection effort. All fees collected (less city’s administrative fee) pursuant to the agreement will be remitted to SJAFCA on a quarterly basis and to be used to finance the flood control facilities. In FY 2021-22, the city collected $11,282 of Flood Protection Development Impact Fees and remitted $83,195 to SJAFCA. The remaining balances due to SJAFCA at June 30, 2022 is -$8,608.

Surface Water Impact Mitigation Fee – Stockton East Water District (SEWD):

In 1990, the City of Stockton participated, along with California Water Service Company and the County of San Joaquin, in 1990B Series COP to finance the New Malones Water Conveyance Project with the Stockton East Water District. In 1992, the District issued another Series, the 1992B Series COP, and refunded a portion of the 1990B Series. In 2002, the city agreed to modify the financing plan by issuing the 2002B Series COP and refund 1990B Series. The remaining balance of the 2002B Series COP Series were to be financed by the surface water impact fee levied by the city and other participating agencies. The surface water impact fees are collected and deposited in a trustee account and remitted to Stockton East Water District (SEWD) on a quarterly basis to be used for the cost of the New Malones Water Conveyance Project. In FY 2021-22, the city collected $4,766,836 of Surface Water Impact Mitigation Fees and remitted $4,161,459 to SEWD. The remaining impact fees due to SEWD at June 30, 2022 is $1,813,211.

County Facilities Impact Fee – San Joaquin County Administrator (SJCA):

Under Municipal Code section 16-355.270, the city has the authority to establish a Public Facilities Fee Program (PFF) on new developments. In 2003, City Council approved (Reso. #2003-04-03-0105) the establishment of the Public Facilities Fees (PFF) programs. In 2005, the city agreed (Council Reso. # 2005-04-05-0165) to add County Facilities Fee (CFF) to its PFF programs.

The CFF fee is collected at the same time a building permit is issued for a new development within city limits and remitted to SJ County Administrator on a quarterly basis. In FY 2021-22, the city collected $2,547,410 of County Facilities Fee and remitted $2,491,287 to SJCA. The remaining balance due to SJCA at June 30, 2022 is $966,655.

Agricultural Land Mitigation Impact Fee – Central Valley Farmland Trust (CVFT):

Under the Municipal Code section 16-355.270, the city has the authority to establish a Public Facilities Fee Program (PFF) on new developments. In 2003, City Council approved (Reso. #2003-04-03-0105) the establishment of the Public Facilities Fees (PFF) programs. In 2007, the City agreed (Council Reso. #2007-02-07-0079) to add Agricultural Land Mitigation Fee to its Public Facilities Fee programs. The fee is collected from all applicable new development projects that would result from the conversion of farmland, as defined by California Department of Conservation, into urban uses. All fees collected pursuant to the agreement should be remitted to Central Valley Farmland Trust (CVFT) on a quarterly basis. In FY 2021-22, the city collected $1,124,249 of Agricultural Land Mitigation Impact Fees and remitted $1,564,297 to CVFT. The remaining balance due to CVFT at June 30, 2022 is $49,094.

ATTACHMENT A
81 PERMIT FEE TYPE CATEGORY UNIT OF MEASURE

FEE PER UNIT

EFFECTIVE
7/1/2020

FEE PER UNIT

EFFECTIVE
7/1/2021
Surface Water Impact Mitigation Fee:

Office / High Density Non-Residential Per sq. ft. Floor Areas / 0.50 0.471$ 0.471$ Retail / Medium Density Non-Residential Per sq. ft. Floor Areas / 0.30 $ 0.283 $ 0.283 Warehouse / Low Density Non-Residential Per sq. ft. Floor Areas / 0.60 $ 0.228 $ 0.228 Single Family Units Residential Per Unit $ 4,587.00 $ 4,587.00 Multiple Family Units Residential First Unit $ 4,587.00 $ 4,587.00 Multiple Family Units Residential Each Subsequent Unit $ 1,378.00 $ 1,378.00 Guest Room Residential First Room $ 1,076.00 $ 1,076.00 Guest Room Residential Each Subsequent Room $ 0.0283 $ 0.0283 County Facilities Fee:

Office / High Density Non-Residential Per 1,000 Sq. Ft. 650.00$ 665.00$ Retail / Medium Density Non-Residential Per 1,000 Sq. Ft. $ 430.00 $ 440.00 Warehouse / Low Density Non-Residential Per 1,000 Sq. Ft. $ 120.00 $ 123.00 Single Family Units Residential Per Unit $ 2,626.00 $ 2,686.00 Multiple Family Units Residential Per Unit $ 1,947.00 $ 1,992.00 Agricultural Land Mitigation Fee:

Office / High Density Non-Residential Per Acre of Net Parcel Area 11,902.00$ 11,902.00$ Retail / Medium Density Non-Residential Per Acre of Net Parcel Area $ 11,758.00 $ 11,758.00 Warehouse / Low Density Non-Residential Per Acre of Net Parcel Area $ 10,494.00 $ 10,494.00 Single Family Units Residential Per Acre of Net Parcel Area $ 14,352.00 $ 14,352.00 Multiple Family Units Residential Per Acre of Net Parcel Area $ 12,841.00 $ 12,841.00 Guest Room Residential Per Acre of Net Parcel Area $ 12,841.00 $ 12,841.00 Mossdale Tract Flood Protection Fee:

Commercial Non-Residential Per Developable Acre $ 18,012.0000 $ 18,399.00 Industrial Non-Residential Per Developable Acre 14,987.00$ 15,309.00$ Single Family Units Residential Per Developable Acre 19,019.00$ 19,428.00$ Multiple Family Units Residential Per Developable Acre 17,319.00$ 17,691.00$ City of Stockton - Public Facilities Fee (PFF) Report
Pass Through Fees - All Mitigation Fees Schedule
Fiscal Year 2021-22
Notes: All fees are subject to additional 3.5% Administrative Fee.

For additional information or questions regarding to all mitigation impact fees, please contact CDD at (209) 937-8561.

ATTACHMENT A
82 Fee Type Fee Area (Zone) Deferred Fees
FY 2021
Deferred Fees
FY 2022 Changes
Traffic Signals Impact Fee City Wide 13,192$ 13,192$ - Street Improvements Fee City Wide 642,183 642,183 - Community Recreation Centers Fee City Wide 312 312 - City Office Spaces Fee City Wide 8,957 8,957 - Fire Stations Impact Fee City Wide 4,695 4,695 - Libraries Impact Fee City Wide 8,373 8,373 - Police Stations Fee City Wide 18,444 18,444 - Parks and Recreation Fee City Wide - - - Street Trees Fee City Wide - - - Street Signs Fee City Wide - - - Street Lights Impact Fee City Wide - - - Air Quality Impact Fee City Wide - - - Administration Fee City Wide - - - Regional Transportation Impact Fee City Wide - - - Water Connection Fee City Wide - - - Delta Water Surface Fee City Wide - - - Wastewater Connection Fee City Wide - - - 696,156$ 696,156$ -
City of Stockton - Public Facilities Fee (PFF) Report
Supplemental Report - Fee Deferral Summary
As of June 30, 2022
Under the City's Administrative Guidelines and its Economic Development Program, the City Council approved (Council Reso.#2017-01-24-1210) and adopted a fee deferral program for commercial and industrial development, in which developers can elect to defer a portion of a building permit fees, except for the Pass-Through Fees, and pay it at a later date by a written agreement. As of June 30, 2022, the total deferred PFF fees is $696,156. The table below provides the outstanding deferred PFF fees under eact impact fee type since the program inception.

Total PFF Deferred Fees

ATTACHMENT A
83 Loan From PFF Fund Loan To PFF Fund Date Loans
Initiated
Approved
Council Reso.#
Balance As of
6/30/2021
Balance As of
6/30/2022
PFF Street Improvement
Fund
PFF Community Rec.

Center Fund 6/30/2005 04-0333 $ 2,551,550 $ 2,519,945 PFF Street Improvement
Fund PFF Police Station Fund 6/30/2005 04-0333 705,192 581,048 PFF Libraries Fund PFF Fire Station Fund 10/2/2007 07-0412 1,628,741 1,529,790 Total Outstanding PFF Inter-Fund Balance $ 4,885,483 $ 4,630,783 City of Stockton - Public Facilities Fee (PFF) Report
Supplemental Report - PFF Inter-Fund Loans Summary
As of June 30, 2022

ATTACHMENT A
84 Project Number FY2020-21
Expenditures
FY2021-22
Expenditures Changes
WT15022(PW1522) - - - WT13010 (PW1310) 200,000$ - $ (200,000) Total Traffic Signals 200,000$ - $ (200,000) Eight Mile Rd Precise Plan WT21013 (PW2113) - 5,187$ $ 5,187 Developers Reimbursements - Construction Costs D018017 - 1,948,127$ $ 1,948,127 Diamond Grade Separation WT21028 - 35,489$ $ 35,489 WT13010 (PW1310) 31,000$ 20,181$ $ (10,819) WT15015 (PW1515) 7,811$ 242,264$ $ 234,453 WT14028 (PW1428) 8,767$ - $ (8,767) Industrial Drive Extension WT21015 (PW2115) - 5,754$ 5,754 Total Street Improvement $ 47,578 2,257,002 $ 2,209,424 CL17024 (PW1724) 1,011,087$ 3,407,686$ $ 2,396,599 Total Libraries $ 1,011,087 3,407,686$ $ 2,396,599 WT13012 (PW1312) (137,045)$ - $ 137,045 WA13276 (PW9276) 3,908$ 13,137$ $ 9,229 Total Air Quality $ (133,137) 13,137$ $ 146,274 Total All Public Improvement Expenditures $ 1,125,528 5,677,825$ $ 4,552,297 Traffic Signal Control System
Traffic Signal Expenditures:

City of Stockton - Public Facilities Fee (PFF) Report
Supplemental Report - Public Improvement Expenditures
As of June 30, 2022
Street Improvements Expenditures:

Filbert / Miner Traffic Signal
Filbert / Miner Traffic Signal
Air Quality Expenditures:

Green Initiatives
March Ln Adaptive TCS
Bus Rapid Transit 1-B
Thornton Rd. Widening
Libraries Expenditures:

NE Branch McNair Library

ATTACHMENT A
85 Project Name Project No.

Remaining
Appropriation
@ 6/30/2022
FY2022-23
Budget
FY2023-24
Budget
FY2024-25
Budget
FY2025-26
Budget Total Budget
Traffic Signals Projects:

Traffic Signal New Installation WT25011 - 1,300,000 - - - 1,300,000 Traffic Signal Conversions WT26039 - - - - 1,200,000 1, 200,000 Total Traffic Signals - 1,300,000 - - 1,200,000 2, 500,000 Street Improvement Projects:

Bus Rapid Transit 1-B WT15015 (PW1515) 558,055 - - - - 558,055 Bus Rapid Transit V on Weber Avenue,
Miner Avenue, Fremont Street, Filbert Street,
and Main St
WT15016 (PW1516) 336,713 - - - - 336,713 Developers Reimbursements D018017 (PW1817) 8,304,633 - - - - 8,304,633 Filbert Street/Miner Ave. Traffic Signal WT13010 (PW1310) - - - - - - Grant Match Programs WT21016 (PW2116) 200,000 300,000 300, 000 300, 000 300, 000 1, 400,000 Little John Creek Reimbursement WA13165 (PW9165) 132,788 - - - - 132,788 Tam O'Shanter Drive / Castle Oaks Drive
Roundabout PW1443 27,000 - - - - 27,000 Eight Mile Rd Precise Plan WT21013 (PW2113) 954,813 138,000 - - - 1,092,813 Diamond Grade Seperation WT21028 34,511 - - - - 34,511 Industrial Drive Extension WT21015 (PW2115) 2,060,616 - - - - 2,060,616 Thornton Road / Lower Sacramento Road /
Hammer Lane Triangle Left Turn Lanes WT15018 (PW1518) 740,852 692,000 - - - 1,432,852 Thorton Rd. Widening WT14028 (PW1428) 378,689 - - - - 378,689 West Ln. TRS Control System WT16011 (PW1611) 23,809 - - - - 23,809 HSIP 8-CONVT SIGNL FR PED WT17013 109,621 - - - - 109,621 HSIP 8-RAISED MED @ PACIFIC WT17017 320,700 - - - - 320,700 Total Street Improvement 14,182,799 1,130,000 300,000 300, 000 300, 000 16, 212,799 Library:

Northeast Branch McNair Library and
Recreation Center CL17024 (PW1724) 4,358,118 - - - - 4,358,118 Total Library 4,358,118 - - - - 4,358,118 Parkland City Wide:

Cannery Park 2.7 Acre WP13270 (PW9270) 154,998 1,218,000 - - - 1,372,998 Cannery Park 7.48 Acre WP22013 419,000 4,546,800 - - - 4,965,800 Misasi Park WP13131 (PW9131) 21,992 - - 2,206,070 - 2,228,062 Oakmore & Montego Park WP13254 (PW9254) 1,075,601 - - - - 1,075,601 Oakmore & Montego Neigborhood Park WP23024 - 2,669,000 - - - 2,669,000 Westlake Villages Park 11.5 Acre WP13269 (PW9269) 1,000 7,100,000 - - - 7,101,000 Total Parkland 1,672,591 15,533,800 - 2,206,070 - 19,412,461 Street Trees:

Residential Development Street Trees WE15024 (PW1524) 48,479 48,479 Street Trees Planting CW WE13118 (PW9118) 291,922 291,922 Total Street Trees 340,401 - - - - 340,401 Street Signs Citywide :

Residential Development Signs WD15025 (PW1525) 80,000 - - - - 80,000 Street Name Sign Installation WD13176 (PW9176) 58,786 - - - - 58,786 Total Street Signs 138,786 - - - - 138,786 Street Lights In Lieu:

Street Lights Installations WD13191 (PW9191) 361,769 - - - - 361,769 Total Street Lights 361,769 - - - - 361,769 City of Stockton - Public Facilities Fee (PFF) Report
Supplemental Report - Five Years PFF CIP Listing Budget As of June 30, 2022

ATTACHMENT A
86 Project Name Project No.

Remaining
Appropriation
@ 6/30/2022
FY2022-23
Budget
FY2023-24
Budget
FY2024-25
Budget
FY2025-26
Budget Total Budget
City of Stockton - Public Facilities Fee (PFF) Report
Supplemental Report - Five Years PFF CIP Listing Budget As of June 30, 2022
Air Quality Citywide:

Filbert Street/Miner Ave. Traffic Signal WT13010 (PW1310) 6,009 - - - - 6,009 Green Initiatives WA13276 (PW9276) 238,497 - - - - 238,497 Miner Ave, Comp. St. Improvement PH3 WT17032 750,000 - - - - 750,000 March Lane Adaptive Traffic Control WT13012 (PW1312) 140,621 - - - - 140,621 CCA Feasibility Study CD0226 90,000 - - - - 90,000 Total Air Quality 1,225,127 - - - - 1,225,127 Grand Total Budgeted Public Facilities Projects 21,279,592 17,963,800 300, 000 2,506, 070 1, 500,000 44,549,462

ATTACHMENT A
87 City of Stockton
Legislation Text
File #: 23-0004, Version: 1

APPROVAL OF CITY COUNCIL MINUTES

RECOMMENDATION
Approve the minutes from the City Council meeting of October 4, 2022 Attachment A - 2022-10-04 Minutes
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Legislation Text
File #: 22-1033, Version: 1
ADOPT AN ORDINANCE AMENDING TWO SECTIONS OF TITLE 16 OF THE STOCKTON MUNICIPAL CODE TO COMPLY WITH THE STOCKTON 2040 GENERAL PLAN

RECOMMENDATION
It is recommended that City Council:

1. Approve by motion, a finding that further environmental review is not required for the proposed amendments to Title 16 (Development Code) per the California Environmental Quality Act (CEQA) pursuant to 15183 (Projects Consistent with a Community Plan, General Plan, or Zoning) of Title 14 of the California Code of Regulations (State CEQA Guidelines) and per Stockton Municipal Code Section 16.116.050; and

2. Adopt an Ordinance amending Title 16 (Development Code) of the Stockton Municipal Code (SMC) Sections 16.80.210 (Mobilehome Parks and Subdivisions) and 16.80.215 (Multi-Unit Residential).

3. Authorize the City Manager to take appropriate and necessary actions to carry out the purpose and intent of the resolutions.

Summary
On April 5, 2022, the Stockton City Council held a public hearing on proposed amendments to the Zoning Code, Citywide Zoning Map, and General Plan Land Use Map in an effort known as the Phase/Series 3 Inconsistency Review. City Council continued the item, to provide additional time for staff to communicate with affected property owners and possibly make some adjustments to the proposed amendments.

On July 12, 2022, the City Council considered and adopted the proposed amendments that included some additional changes to address concerns raised by property owners.

Following Council adoption, Staff discovered that two of the proposed code amendments presented to the City Council in April were inadvertently omitted from the amendments adopted by Council in July 2022. These two code sections provide clarification on development standards for Mobile Home Parks; and establish new development standards for medium density housing.

The General Plan Environmental Impact Report Addendum adopted at the July 12, 2022 meeting included the two code sections. As these sections are needed to address code clarity and housing standards, staff is recommending the City Council formally adopt the proposed code amendments.

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DISCUSSION
Background
Starting in 2020, the Community Development Department initiated a three-phase process to amend the Development Code (SMC Title 16), Zoning Map and General Plan Map to bring these into consistency with one another. Further, this effort addressed changes in the regulatory environment.

On April 5, 2022, staff presented the third phase (Phase 3) amendments that included changes to multiple sections of the Development Code (Attachment A - 04-05-2022 Staff Report). The Council continued the item for Staff to perform additional outreach, with property owners in attendance. On July 12, 2022, staff proposed to Council some additional amendments to address concerns raised by property owners (Attachment B - 07-12-2022 Staff Report), which the Council adopted.

Upon implementation of the approved code changes, Staff discovered that two of the proposed code amendments presented to the City Council in April were inadvertently omitted from the materials presented to the Council in July 2022.

Present Situation
The two omitted code sections include:
1) Subsection, 16.80.210(B)(3) (Mobilehome Parks and Subdivisions - Signs) removes development standards for mobilehome parks that state regulation preempts the city from enforcing; and
2) A brand-new section, 16.80.215 (Multi-Unit Residential) that provides development standards for medium density housing.

Since the prior public hearings held in April and July included a staff report and presentation on the Development Code amendments including the two omitted code sections, staff is recommending Council’s approval to address an inadvertent omission.

Environmental Analysis
No further environmental review is required for the proposed amendments to Title 16 (Development Code) per the California Environmental Quality Act (CEQA) pursuant to 15183 (Projects Consistent with a Community Plan, General Plan, or Zoning) of Title 14 of the California Code of Regulations (State CEQA Guidelines). The proposed Amendments are consistent with the vision, goals, and policies of the Envision Stockton 2040 General Plan and were included in the certified General Plan EIR addendum adopted on July 12, 2022, as part of the Series/Phase 3 Inconsistency Effort.

FINANCIAL SUMMARY
The requested action will have no direct financial impact on the City of Stockton.

Attachment A - 04-05-2022 Staff Report
Attachment B - 07-12-2022 Staff Report
Attachment C - Draft Ordinance - Track Change Version
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94 City of Stockton
Legislation Text
File #: 22-0166, Version: 1

ADOPT A RESOLUTION APPROVING AN ADDENDUM TO THE STOCKTON GENERAL PLAN

ENVIRONMENTAL IMPACT REPORT AND AMENDMENTS TO THE GENERAL PLAN LAND USE

MAP, AND AN ORDINANCE AMENDING THE STOCKTON CITYWIDE ZONING MAP AND TITLE 16 OF THE STOCKTON MUNICIPAL CODE TO COMPLY WITH THE STOCKTON 2040 GENERAL

PLAN AND CHANGES TO STATE LAW

RECOMMENDATION
It is recommended that City Council:

1. Adopt a Resolution to Certify an Addendum to the General Plan Environmental Impact Report (SCH# 2017052062) consistent with the California Environmental Quality Act (CEQA) Section 15164 (Addendum); and

2. Adopt a Resolution to amend the Stockton General Plan Land Use Map; and

3. Adopt an Ordinance amending the Stockton Citywide Zoning Map to ensure consistency with the Envision Stockton 2040 General Plan; and

4. Adopt an Ordinance Amending Title 16 (Development Code) of the Stockton Municipal Code (SMC) Sections 16.08.020 (Rules of interpretation), 16.12.020 (Requirements for development and new land uses), 16.16.020 (Zoning districts established), 16.16.030 (Zoning Map adopted), 16.20.020 (Allowable land uses and permit requirements), 16.24.040 (RL (residential, low density) zoning district standards), 16.24.110 (CL (commercial-large-scale) zoning district standards), 16.24.200 (Table 2-3 Zoning District Development Standards),

16.28.040 (Channel area (-CHA) overlay district), 16.28.060 (Magnolia historic (-MHD) overlay district), 16.28.070 (Commercial-Industrial (-CI) overlay district), 16.36.080 (Hazardous materials), 16.36.110 (Setback regulations and exceptions), 16.40.030 (Definitions), 16.40.040 (Types of density bonuses), 16.40.050 (Concessions or incentives, waivers or reductions, and eligibility points), 16.52 (Infill Development Standards), 16.64.040 (Number of parking spaces required), 16.76.030 (Prohibited signs), 16.76.040 (Sign permits), 16.76.090 (Illegal signs),

16.80.020 (Accessory uses and structures), 16.80.165 (Funeral facilities and services),

16.80.210 (Mobilehome parks and subdivisions), 16.80.215 (Multi-unit Residential), 16.80.250 (Outdoor dining and seating areas), 16.80.310 (Accessory dwelling units (ADUs) and junior accessory dwelling units (JADUs)), 16.84.020 (Review Authority for land use and zoning decisions), 16.92.170 (Runs with the land), 16.120.040 (Applicable Review Authority),

16.162.030 (Applicability), 16.228.040 (Provisions for nonconforming uses, structures, and parcels), and 16.240.020 (Definitions of specialized terms and phrases).

It is also recommended that City Council authorize the City Manager to take necessary and appropriate actions to carry out the purpose and the intent of these resolutions and ordinances.

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Attachment A
The entire packet can be downloaded at:
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Summary
The Envision Stockton 2040 General Plan is one of the most important policy documents for the City, establishing how residents, business owners, property owners, and other stakeholders would like to see the City develop. Zoning is a tool used to implement the General Plan by applying standards to each property based on the established General Plan Land Use ("GPLU") Designation, such as Commercial or Residential. State law (California Government Code Section 65860) requires that these two documents be consistent with each other in order to realize the community vision. Since 2020, the City has been pursuing incremental amendments to the Zoning and General Plan maps (Series) and Development Code (Phases) to ensure consistency.

At the onset, staff determined approximately 6,000 properties may have a potential zoning inconsistency with the General Plan. Upon further research and analysis, staff found some of those properties did not actually have an inconsistency. On March 9, 2021, City Council approved the first Series ("Series 1") of amendments to the Zoning Map for 724 properties to create consistency. On November 16, 2021, City Council approved the Series 2 amendments for 1,385 properties. The current request amends either the GPLU Designation, Zoning Map, or both for 2,114 properties (approximately 2.5% of all properties in the City limits).

For consideration of General Plan and/or Zoning Map changes, Staff relied on existing General Plan policies and historical growth patterns to determine an appropriate solution for consistency. To ensure the proposed solutions maintain sufficient property rights while incentivizing owners to transition potentially conflicting land uses (e.g., industrial businesses in residential neighborhoods), staff is proposing an amendment to Title 16 of the Stockton Municipal Code (Development Code).

The proposed changes (Map and Code) are intended to maintain property rights, incentivize the transition of conflicting land uses, ensure development regulation predictability, and better implement the General Plan vision. The proposed amendments will not impact the current use of properties, or remove any legally established use or structure. In most cases, it will add value to private properties by increasing the site's usability by allowing additional permitted land uses and increased development intensities. An Addendum to the General Plan Environmental Impact Report (GPEIR) was prepared and found the proposed amendments will not result in any new or significant impacts beyond what was analyzed in the original GPEIR.

DISCUSSION
Background
In 2016, the Stockton City Council directed Staff to overhaul the 2035 General Plan to align the community vision with expected growth patterns for the next twenty years. After years of community outreach and analysis, the City Council adopted the Envision Stockton 2040 General Plan ("General Plan") on December 4, 2018. The new General Plan focused on infill development by creating authentic neighborhoods, restored communities, and orderly, well-planned, balanced growth. To better implement the new General Plan, the City needs to update the Zoning Code and Zoning Map to reflect the updated perspective on the City's future growth.

In 2020, City Staff identified over 6,000 parcels as potentially "inconsistent," generally meaning the City of Stockton Printed on 4/3/2022Page 2 of 8
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GPLU Designation and Zoning did not match. To implement the General Plan, changes to the GPLU and/or Zoning need to occur. These changes are made through two maps: the Stockton Citywide Zoning Map ("Zoning Map") and the General Plan Land Use Map ("GPLU Map"). Existing homes and businesses will not be impacted, though future allowable uses or development standards may shift.

In addition to updating the maps, which were broken up into a set of "series" for ease of implementation, Staff has been working in "phases" to update the Title 16 Development Code ("Development Code").

The Council approved the Phase 1 code amendments on June 9, 2020 (Ordinance #2020-06-09- 1501) and the Phase 2 code amendments on December 1, 2020 (Ordinance #2020-12-1502). The City Council also approved the Series 1 map amendments on March 9, 2021 (Ordinance #2021-03- 09-1601) and Series 2 map amendments on November 16, 2021 (Resolution #2021-11-16-1601, Ordinance #2021-11-16-1601).

The current proposal joins the Series 3 Map (Zoning and GPLU) amendments and Phase 3 Development Code amendments into a consolidated effort. As many of the properties included in Series 3 are in more historic and urban areas of the City, they often require more complex changes due to decades of irregular growth patterns created because of inconsistencies.

Due to the volume of properties requiring amendments and the complexity of solutions, Staff crafted a list of Guiding Principles for the overall effort based on General Plan policies and possible solutions. These principles include sustainable growth, strengthening property rights, and streamlining development. Attachment A includes an outline of the Guiding Principles with corresponding General Plan policies and solutions. The Guiding Principles also includes a list of resources used by Staff to review past growth patterns, vested rights, and past community preferences.

The combined map and code amendments intend to bring about the predictability of development regulations and implement the vision of the 2040 General Plan while supporting development opportunities. Development Code updates are intended to address Map inconsistencies and incorporate selective updates for permit streamlining clarity, and compliance with State law.

Development Code updates that implement map changes will result in flexibility for property owners and thoughtful land-use transitions by allowing innovative uses that are more compatible with the community and comply with General Plan policies.

Public Outreach
While Staff spent significant time researching and conducting technical analysis, recommendations were developed with feedback from property owners, stakeholders, and the community at large.

Attachment B outlines the various "traditional" and "non-traditional" outreach methods employed throughout the Map and Development Code updates. Both methods included multiple public notices to thousands of property owners, dozens of workshops and meetings, numerous social media and website updates, and hundreds of e-mails and phone calls with interested owners.

Present Situation
The current request includes amendments to the GPLU Map, Zoning Map, and Development Code.

The Series 3 amendments propose changing either the GPLU Designation, Zoning, or both, for 2,144 City of Stockton Printed on 4/3/2022Page 3 of 8
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properties. These amendments are necessary to align the Zoning Map and Development Code with the General Plan for approximately 2.6% of all properties currently within Stockton city limits (83,326 properties). These changes are shown in track changes and reflected in Attachment C (General Plan Land Use Map) and Attachment D (Stockton Citywide Zoning Map). Attachment E (Proposed Property Amendment List), outlines changes for each property.

To ensure the proposed solutions maintain sufficient property rights while incentivizing owners to transition potentially conflicting land uses (e.g., industrial businesses in residential neighborhoods), Staff is proposing an amendment to Title 16 of the Stockton Municipal Code (Development Code).

The proposed Development Code amendments include a new Commercial-Industrial Overlay, additional allowable uses, performance standards, and enhanced definitions to allow future land use and development proposals more flexibility, especially for Series 3 properties. The Development Code updates also include amendments needed to meet State Law, implement industry best practices, and provide clarifications to better assist residents with understanding City policies and standards. Other Development Code changes not included in this Phase 3 effort will be included in the City's Development Code Overhaul, a separate effort that has recently begun and is expected to conclude in 2023.

Below is an overview of the reasons for the code changes:

Required for Map Consistency Effort (Series 3)
· Established a Commercial-Industrial Overlay, intended to preserve urban industrial land as viable sites of production and employment, and buffer heavy industrial activities from existing residential uses in transitioning neighborhoods.
· More permitted uses in zoning designations and enhanced performance standards to minimize potential impacts from those new uses.
· Administrative clarifications for interpreting standards, mapping, and definitions. · Increased development flexibility in the Magnolia historic overlay district.

Required for State Law
· Modification to Density Bonus Law
· Refined definitions
· Junior Accessory Dwelling Units (JADU)
Clarification and Best Practices
· Creation of Multi-unit residential housing typologies, including development standards for Cottage Courts, Fourplexes, Triplexes, and Duplexes
· Refined definitions for "Handcraft Industries, Small-Scale Manufacturing" and "Artisan Food and Beverage"
The proposed Map and Development Code changes are intended to maintain property rights, incentivize the transition of conflicting land uses, ensure development regulation predictability, and better implement the General Plan vision. The proposed amendments will not impact the current use of properties or remove any legally established use or structure. In most cases, it will add value to private properties by increasing the site's usability by allowing additional permitted land uses and increased development intensities consistent with anticipated General Plan growth projections.

Although Staff expects the proposed Series 3 Map and Phase 3 Development Code amendments will City of Stockton Printed on 4/3/2022Page 4 of 8
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address the balance of parcels determined to be inconsistent with the GPLU Map and Zoning Map, there remains a possibility that additional changes may be needed in the future.

STAFF ANALYSIS
The City Council is asked to approve amendments to the GPLU Map, Zoning Map, and Development Code (SMC Title 16), and to certify the Addendum to the General Plan Environmental Impact Report (EIR) based on the following analysis:

Amendment to the General Plan Land Use Map
The proposed amendments are consistent with the General Plan because GPLU Map changes are needed to align existing uses (home, business), identify housing capacity (i.e., Regional Housing Needs Allocation (RHNA)) sites, and ensure sustainable and orderly growth consistent with General Plan policies. This alignment occurs mostly in historic neighborhoods near the downtown core, where many structures and land uses were established in the early 20 th century. The proposed map
changes specifically implement the following General Plan policies:
· Policy LU-2.2 Facilitate the development of at least 4,400 new housing units in the Greater Downtown by 2040.
· Policy LU-3.3 Maintain or expand the currently available public park and open space area in each neighborhood.
· Policy LU-6.1 Carefully plan for future development and proactively mitigate potential impacts. · Policy LU-6.2 Prioritize development and redevelopment of vacant, underutilized, and blighted infill areas.
· Policies LU-6.6C and LU-6.6D require consistency between the Development Code and Zoning Map.

The proposed amendments will further direct growth toward the Greater Downtown through additional commercial zoning (which allows residential development at up to 72-108 units/gross acre and floor area ratios of 3.0 - 5.0). Also, the proposed amendments will protect existing parks by designating them as parks instead of residential zoning and amend map designations resulting in more sustainable and equitable growth patterns by increasing compatible land uses (i.e., industrial away from housing).

The map amendments will not result in a physical change to the environment but will instead align the GPLU Map with the Zoning Map and zoning standards outlined in the Development Code. Future development will need to comply with all applicable development standards, including environmental, Zoning, building, and fire regulations for health and safety. Therefore, the proposed amendments will not endanger, jeopardize, or otherwise constitute a hazard to public health and safety. The Proposed GPLU Map Resolution Exhibit 1 includes the revised GPLU Map.

Housing Element and State Law
The City of Stockton 2015-2023 Housing Element includes a list of vacant or underutilized property sites that provide opportunities for meeting the City's fair share of RHNA. The identified RHNA sites were based on Zoning. The proposed amendments would align GPLU Map Designations with the densities and intensities identified in the State-certified Housing Element. The densities of the City of Stockton Printed on 4/3/2022Page 5 of 8
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housing capacity sites will either be maintained or slightly increased due to the alignment. An example of the increase would be a land zone for medium-density residential being upzoned to a commercial or high-density residential to align with the General Plan vision for the area. In addition, many of the housing sites included are currently developed with residential, civic, or nonresidential uses.

In addition, the "no net loss" provision of Government Code 65683 requires that specific findings be made if the City reduces residential density on any property to a lower residential density. The Series changed align zones with their civic use (right-of-way, parks, schools, etc.), transitioned noxious services away from sensitive receptors (industrial uses adjacent to residential), and intensified areas of the City intended to support high-density housing. The intensification occurred mainly in the Greater Downtown Area and Downtown Core as identified in the City’s General Plan, where densities can reach 108 units/gross acre. This intensification leads to an overall increase in housing units by almost 1,000 units compared to the General Plan EIR projection.

The proposed amendments will not decrease the number of properties available to provide new housing and will result in a slight increase in housing capacity due to the intensification in urban areas. While some public uses (e.g., parks, schools, rights-of-way) are being corrected to match their intended function, these areas were never meant to provide housing. The proposed map amendments do not reduce the intensities or preclude residential development on the housing capacity sites (i.e., RHNA). They will result in a slight increase of housing unit capacity beyond the General Plan EIR. Therefore, the map changes will not impact the City’s Housing Element or overall housing capacity.

Amendment to the Zoning Map
The proposed amendments are consistent with the General Plan because they are needed to align the existing Stockton Citywide Zoning Map with the proposed changes to the General Plan Land Use Map. No physical changes are presented with this Zoning amendment as future development will need to comply with all applicable Zoning and development standards and building regulations for health and safety. Because of this, the proposed amendments will not endanger, jeopardize, or otherwise constitute a hazard to public health and safety. The Proposed Map Ordinance Exhibit 1 includes the proposed map itself, while Exhibit 2 includes the Proposed Property List.

Amendment to the Title 16 of the Stockton Municipal Code (SMC) The Phase 3 Development Code amendment changes include a new industrial-commercial overlay, more allowable uses, and performance standards. In contrast, other changes include administrative changes to definitions, clarifications, refinement of existing processes or standards, and minor grammatical fixes. Proposed Development Code amendments include administrative changes to clarify existing standards and processes or to codify existing land use (i.e., homes, businesses). The code amendment also includes additional allowable land uses; however, most of those new land uses require discretionary review, specific performance standards to minimize impacts and be reviewed on a case-by-case basis. Attachment F includes the Development Code amendments in Redline Track-Changes, while the Proposed Development Code Ordinance consists of a clean version of the proposed Development Code amendments embedded within the ordinance.

The Development Code amendments will not result in a physical change to the environment or City of Stockton Printed on 4/3/2022Page 6 of 8
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change the intensities proposed in the General Plan and will be internally consistent with other applicable provisions of this Development Code. Future development will still need to comply with all appropriate environmental, Zoning and development standards, and all building and fire regulations for health and safety. Because of this, the proposed Development Code amendments are consistent with the General Plan and Development Code and will not endanger, jeopardize, or otherwise constitute a hazard to public health and safety.

Environmental Analysis
The proposed amendments are considered a discretionary "project" under the California Environmental Quality Act (“CEQA”) and require analysis. An Addendum to the General Plan Environmental Impact Report (“GPEIR”) is proposed pursuant to the CEQA Guidelines Section 15164 to address the proposed amendments to the GPLU Map, Zoning Map, and Development Code (See Proposed Addendum Resolution, Exhibit 1). The GPEIR was prepared and certified the City Council as part of the Envision Stockton 2040 General Plan process (SCH# 2017052062). The GPEIR provides a programmatic review of the potential impacts associated with the implementation of the General Plan and General Plan Land Uses and includes Mitigation Measures based on those land uses.

The Addendum to the GPEIR analyzes amendments to the GPLU Map and Zoning Map, and is necessary to bring the General Plan, Zoning Map, and Housing Element into alignment with each other. The addendum concluded that none of the potential changes being considered by the City Council will impact the analysis or conclusions of the GPEIR or the Housing Element Negative Declaration (ND) as to the extent of the potential impacts and allowed density considered. Future development proposals, for properties with amended designations, will be reviewed on a case-by- case basis for consistency with this analysis and will be subject to the appropriate Mitigation Measures contained in the GPEIR. Pursuant to CEQA Guidelines, Section 15164, the amendments are consistent with the conditions under which an Addendum to the Certified EIR is appropriate.

Therefore, the addendum to the GEIR is sufficient for the proposed map amendments and no further environmental review or mitigation is needed.

Planning Commission
On January 27, 2022, a Planning Commission hearing was held on the Phase 3 and Series 3 updates. Four (4) public comments were received, two (2) of which were specific to the inclusion of an unincorporated parcel into the effort (APN 16-013-05). After a robust discussion on the proposed changes and methodology utilized by staff, the Planning Commission voted 6-0 (Commissioner Jones Absent) to approve the modified motion, which included language to amend the GPLU Map from Institutional to Industrial for an additional parcel (APN 162-013-05) located outside of City limits, but within the City’s Sphere of Influence. Additionally, the Planning Commission’s motion directed staff to amend the proposed Addendum to the GPEIR to include an environmental analysis of the map amendment proposed with the inclusion of APN 162-013-05. The approved resolution is included as Attachment G.

After the Planning Commission Hearing, the Property Owner for the subject site (APN 162-130-05) requested to remove his parcel from City Council’s (“Series 3”) consideration, to avoid additional delay in analyzing the potential environmental effects of the request. City Staff continues to support the amendment and will continue to work with the Property Owner to bring the item before the City City of Stockton Printed on 4/3/2022Page 7 of 8
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Council for consideration, either as a property owner initiated General Plan amendment or through a future City initiated General Plan update.

Public Notice
Notice for the City Council public hearing for this request was published in The Record on March 25, 2022. The mailed notice was sent to all property owners potentially affected by the proposed amendments at least ten days before the hearing. As of the publication of this report, no written comments have been received.

FINANCIAL SUMMARY
The requested action will have no immediate financial impact.

Attachment A - Guiding Principles
Attachment B - Summary of Amendment Outreach Efforts
Attachment C - Proposed General Plan Land Use Maps of Series 3 Properties Attachment D - Proposed Zoning Maps of Series 3 Properties Attachment E - Proposed Property Amendment List
Attachment F - Proposed Code Amendments in Track-Change Attachment G - Approved Planning Commission Resolution
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File #: 22-0510, Version: 1

CONTINUED ADOPTION OF A RESOLUTION APPROVING AN ADDENDUM TO THE STOCKTON

GENERAL PLAN ENVIRONMENTAL IMPACT REPORT AND AMENDMENTS TO THE GENERAL

PLAN LAND USE MAP, AND AN ORDINANCE AMENDING THE STOCKTON CITYWIDE ZONING MAP AND TITLE 16 OF THE STOCKTON MUNICIPAL CODE TO COMPLY WITH THE STOCKTON 2040 GENERAL PLAN

RECOMMENDATION
It is recommended that City Council:

1. Adopt a Resolution to Certify an Addendum to the General Plan Environmental Impact Report (SCH# 2017052062) consistent with the California Environmental Quality Act (CEQA) Section 15164 (Addendum); and

2. Adopt a Resolution to amend the Stockton General Plan Land Use Map; and

3. Adopt an Ordinance amending the Stockton Citywide Zoning Map to ensure consistency with the Envision Stockton 2040 General Plan; and

4. Adopt an Ordinance Amending Title 16 (Development Code) of the Stockton Municipal Code (SMC) Sections 16.08.020 (Rules of interpretation), 16.12.020 (Requirements for development and new land uses), 16.16.020 (Zoning districts established), 16.16.030 (Zoning Map adopted), 16.20.020 (Allowable land uses and permit requirements), 16.24.040 (RL (residential, low density) zoning district standards), 16.24.110 (CL (commercial-large-scale) zoning district standards), 16.24.200 (Table 2-3 Zoning District Development Standards),

16.28.040 (Channel area (-CHA) overlay district), 16.28.060 (Magnolia historic (-MHD) overlay district), 16.28.070 (Commercial-Industrial (-CI) overlay district), 16.36.080 (Hazardous materials), 16.36.110 (Setback regulations and exceptions), 16.40.030 (Definitions), 16.40.040 (Types of density bonuses), 16.40.050 (Concessions or incentives, waivers or reductions, and eligibility points), 16.52 (Infill Development Standards), 16.64.040 (Number of parking spaces required), 16.76.030 (Prohibited signs), 16.76.040 (Sign permits), 16.76.090 (Illegal signs),

16.80.020 (Accessory uses and structures), 16.80.165 (Funeral facilities and services),

16.80.210 (Mobilehome parks and subdivisions), 16.80.215 (Multi-unit Residential), 16.80.250 (Outdoor dining and seating areas), 16.80.310 (Accessory dwelling units (ADUs) and junior accessory dwelling units (JADUs)), 16.84.020 (Review Authority for land use and zoning decisions), 16.92.170 (Runs with the land), 16.120.040 (Applicable Review Authority),

16.162.030 (Applicability), 16.228.040 (Provisions for nonconforming uses, structures, and parcels), and 16.240.020 (Definitions of specialized terms and phrases).

It is also recommended that City Council authorize the City Manager to take necessary and appropriate actions to carry out the purpose and intent of these resolutions and ordinances.

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Attachment B
The entire packet can be downloaded at:
https://stockton.legistar.com/
LegislationDetail.aspx?
ID=5715797&GUID=0D7DDD7B-0F93-4
220-88F0-92D78F81F071
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Summary
On April 5, 2022, the Stockton City Council received a presentation from City staff and heard testimony from various property owners on a variety of General Plan land use maps, zoning maps, and Development Code (i.e., zoning code) amendments to comply with the Stockton 2040 General Plan. After the discussion, the Council indicated concerns about the proposed amendments and the process of dealing with affected owners. Those concerns included:
· The methodology concerning how properties were selected, for the inconsistency effort, as well as sites transitioning from Industrial to Commercial zoning; and · Ensuring Property Owners’ Development Rights and suggested amendments to Stockton Municipal Code (SMC) Chapter 16.228 Nonconforming Uses and Structures; and · The effectiveness of public outreach and engagement with property owners and businesses within disadvantaged communities, particularly individuals with limited English proficiency.

City Council continued the item and directed City staff to invest additional effort in the areas of concern. raised. This report summarizes the actions taken since the April 5 hearing and responds to concerns raised by Council Members and the public.

DISCUSSION
Background
The Envision Stockton 2040 General Plan is one of the most important policy documents for the City, establishing how residents, business owners, property owners, and other stakeholders would like to see the City develop and grow. Zoning is a tool used to implement the General Plan by applying standards to each property based on the established General Plan Land Use ("GPLU") Designation, such as Commercial or Residential. State law (California Government Code Section 65860) requires that these two documents be consistent with realizing the community vision. General Plan Action LU-

6.6C also requires this by directing staff to “Review and update the Development Code to ensure consistency with the updated General Plan.”
In 2020, staff identified thousands of properties that had an inconsistency in their General Plan or Zoning designation and dozens of areas of the Development Code that required updates to align with changes in State Law, best practices, or the adopted General Plan policies. Since then, the City has pursued incremental amendments to the Zoning and General Plan maps (Series) and Development Code (Phases) to ensure consistency.

Due to the number of inconsistent parcels and code sections that needed updating, amendment efforts were broken into three Series (map) and three Phases (code). As of 2022, the City Council has approved two sets of Series and Phased amendments. The current proposal brings the two efforts together for the third and final set of amendments.

The current request includes amendments to either the GPLU Designation, Zoning Map, or both, for 2,114 properties (approximately 2.5% of all properties in the City limits). Many of the properties included in Series 3 are in more historic and urban areas of the City. Due to decades of irregular City of Stockton Printed on 7/5/2022Page 2 of 8
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growth patterns created by inconsistencies, they often require more complex changes. The combined map and code amendments intend to create predictability with development regulations and to implement the vision of the 2040 General Plan, while also supporting development opportunities.

Development Code updates are designed to address Map inconsistencies and incorporate selective updates for permit streamlining clarity and compliance with State law. Development Code updates that implement map changes will result in flexibility for property owners and thoughtful land-use transitions by allowing innovative uses that are more compatible with the community and comply with General Plan policies.

On April 5, 2022, the City Council considered staff’s recommendation and expressed some concerns with the methodology used for the proposed changes, potential impacts on property owner rights, and the level of outreach that occurred to the public. The item was continued with direction for staff to conduct additional outreach with potentially affected property owners and consider additional amendment options to lessen the effects of changes on property owners. Attachment A includes April 5, 2022, City Council hearing materials from the original presentation on the proposed amendments.

Present Situation
This report summarizes the response to the issues raised at the April 5, 2022, City Council meeting and highlights the additional outreach and code changes that have been made since. The current request for amendments to the GPLU Map, Zoning Map, and Development Code remains the same except for two minor code changes that include:
· 16.228.060.C Loss of Nonconforming Status: an increase in time before legal nonconforming use is terminated for discontinuance. The current requirement of 180-days (6 months) of discontinuance will be increased to one year, with the possibility of another one-year extension should the owner require more time to find a tenant.
· 16.28.040.D Channel Area Overlay District: six additional light-industrial land uses are now permitted for the new Marine north shore sub-area of the Channel Overlay. These uses require a Commission Use Permit (CUP) before operation and are allowed in addition to land uses permitted in the proposed Commercial-Downtown (CD) zone.

The change to 16.228.060 Nonconforming standards responds to the direction given by the City Council. The change to 16.28.040.D responds directly to additional outreach to property owners in the recently created Channel Area Overlay Sub-Area, located on the North Shore of the City’s Downtown Core. The Channel Overlay changes provide other light-industrial land uses to ease the area’s transition from Heavy Industrial (IG) zoning to the Commercial Downtown (CD) zoning intended to implement the City’s vision for a vibrant downtown and marina area. Attachment B shows the track-change amendments for the two new proposed code changes.

STAFF ANALYSIS
The following analysis responds to the main issues raised at the April 5, 2022, City Council meeting.

Issue #1: The methodology concerning how properties were selected, for the inconsistency effort as well as sites transitioning from Industrial to Commercial zoning.

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Consistency with the adopted General Plan
The General Plan is the vision and policy document that directs development in the City and zoning (code and map) are the tools that implement the General Plan. State Law and the General Plan require the vision and implementing tools to be consistent.

In 2018, the City Council adopted the General Plan, which is the basis for the Series and Phased amendments. The following activities were conducted over several years-long efforts to establish the General Plan land use map and policies.
· Three City Council study sessions.
· Four Planning Commission study sessions.
· Ten community workshops.
· A General Plan Subcommittee composed of three members of the Stockton Planning Commission.
· Numerous other meetings targeting various stakeholders. · Extensive public comment periods.
· Dedicated website and community e-blasts.

The proposed amendments align the General Plan with zoning requirements to implement the adopted vision and policies following the General Plan effort. Attachment C illustrates the General Plan land uses and the proposed Series 3 properties.

Due to the volume of properties requiring amendments and the complexity of solutions, staff crafted a list of Guiding Principles for the overall effort based on adopted General Plan policies and established urban planning solutions. These principles include sustainable growth, strengthening property rights, and streamlining development. Attachment D consists of an outline of the Guiding Principles with corresponding General Plan policies and solutions. The Guiding Principles also include a list of resources used by staff to review past growth patterns, vested rights, and community preferences provided through General Plan outreach.

Environmental Justice
A significant component of the adopted General Plan includes various changes to address Equity and Environmental Justice. The 2018 General Plan land use map changes in South and East Stockton communities shifted many properties from Industrial to Commercial, including policies to improve and protect disadvantaged communities.

Many of the land use map changes were discussed as part of the City’s 2016Infill Opportunities Report, which was the basis for the adopted General Plan land use map. General Plan policies specific to this topic include:
· Policy LU-1.1 Encourage retail businesses and housing development in mixed-use developments along the region.
· Policy LU-6.2 Prioritize development and redevelopment of vacant, underutilized, and blighted infill areas.
o Action LU-6.2C Ensure prioritization of development and redevelopment of vacant, underutilized, and blighted infill areas be considered through strategies such as zoning changes and strategies to avoid gentrification.

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· Policy LU-6.3 Ensure that all neighborhoods have access to well-maintained public facilities and utilities that meet community service needs.
· Policy CH-3.2 Encourage neighborhood-serving commercial uses in areas where frequently needed goods and services are not widely available, especially for those areas with no availability within a 2-mile radius.
o Action CH-3.2A Work with property owners to develop corridor-specific strategies for attracting and retaining businesses that will provide synergistic opportunities and improve the availability of goods and services adjacent to residential areas. · Action CH-1.2D Prioritize pedestrian and active transportation improvement projects in low- income/disadvantaged communities that connect residential areas to retail locations that sell healthy food.

City staff acknowledges there is much work to be done on this topic; however, the current request focuses on implementing the General Plan land-use changes for the neighborhoods to provide more amenities to those communities, ensure property owners’ rights, and transition heavy industrial uses away from existing residential and preferred downtown commercial uses.

Attachment E illustrates changes made to the Channel Overlay area and properties within the new Commercial-Industrial Overlay. While efforts were made to retain light-industrial uses within these areas, the attachment highlights the potential heavy industrial uses removed from those areas with the proposed transition from heavy industrial to commercial-light industrial zoning.

Planning Commission Direction on Methodology
On September 9, 2021, Staff held a Planning Commission Study Session on the proposed effort to present the methodology for the proposed Series and Phase 3 changes. Topics discussed at that meeting include:
· The areas containing most Series 3 inconsistencies. This includes the Midtown, Downtown, East, and South Stockton communities.
· Outline growth patterns and General Plan policies for those communities. · Possible solutions for addressing changes in those communities. · Use of the Guiding Principles (Attachment D) when determining changes that are not straightforward.
· Outline potential code changes needed to retain property rights of Series 3 properties and other changes that would improve the Development Code.

After discussions with staff, the Commissioners generally supported the Phase 3/Series 3 methodology and directed staff to proceed. Following the Study Session, staff proposed amendments based on the methodology and feedback received from the Planning Commission.

Issue #2: Ensuring Property Owners’ Development Rights and amendment to Stockton Municipal Code (SMC) Chapter 16.228 Nonconforming Uses and Structures.

To ensure the proposed solutions support property rights, while also incentivizing owners to transition potentially conflicting land uses (e.g., industrial businesses in residential neighborhoods), staff proposes an amendment to Title 16 of the Stockton Municipal Code (Development Code). Changes to the code include a new Commercial-Industrial Overlay, additional allowable uses, performance City of Stockton Printed on 7/5/2022Page 5 of 8
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standards, and enhanced definitions to allow future land use and development proposals more flexibility, especially for Series 3 properties.

Attachment D highlights specific policies used to ensure owners’ rights, while the list below summarizes the effort to ensure development use.
· Property Owners within the Commercial-Industrial overlay will see their allowable uses increase on average from 74 allowable industrial uses to 117 allowable commercial and light industrial uses.
· Property Owners within the Channel Overlay Marine Sub-Area will see their allowable uses increase on average from 63 allowable industrial uses to 129 allowable commercial and light industrial uses. As mentioned in this report, staff proposes seven additional allowable uses for the North Shore area.
· Alignment of the General Plan and zoning will assist owners in obtaining funding and address potential insurance issues arising from inconsistent standards. · Many of the changes increase the developability of the property by increasing the intensity of the property’s designation to match the surrounding uses or region (i.e., downtown core). · Some of the proposed changes are due to property owner requests to increase the marketability and usability of the site. This includes upzoning and conversions to commercial zones that permit a variety of uses.
· Alignment of the General Plan and zoning will help staff and property owners process entitlements and permits because the Development Code requires findings of consistency for staff to recommend approval.
· The Development Code updates align with State Law, implement industry best practices, and provide clarifications to better assist residents with understanding City policies and standards.

Many of these changes will streamline reviews and clarify entitlement and permit processes.

The proposed amendments will not impact a property’s current use, nor will they remove any legally established use or structure (i.e., nonconforming uses). In most cases, it will add value to private properties by increasing the site's usability by allowing additional permitted land uses and increased development intensities consistent with anticipated General Plan growth projections. Moreover, the two proposed code amendments will add allowable uses in the new Channel Overlay Marine Sub- Area and extend the nonconforming discontinuance requirement from 180-days to up to two years with the approval of a time extension.

Other Development Code changes not included in this Phase 3 effort will be included in the City's Development Code Overhaul. This separate effort has recently begun and is expected to conclude in fall 2023.

Issue #3: The level of Public Outreach, including owners and businesses within disadvantaged communities and individuals speaking primarily non-English languages.

During the April 5, 2022, hearing, concerns were raised about the amount and type of outreach conducted. Specifically, regarding business owners leasing property, minority owners with inconsistent parcels, and efforts to reach individuals where English is not their primary language.

The following clarifies the outreach efforts conducted leading up to the April 5th Council meeting.

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efforts that have been completed with the Series and Phase 3 changes. · Since the effort focused chiefly on properties with inconsistencies, a total citywide outreach effort was not conducted like what occurred during the General Plan. This was due to the possibility of neighbors and/or land speculators recommending land-use changes to property not owned by them. While some of the methodologies for the proposed changes involved public feedback on broad topics (i.e., development code changes), individual property changes were discussed primarily with the property owners. · Multiple notifications were sent to all affected owners and business addresses. Flyers were emailed and mailed.
· Initial community workshop flyers were in Spanish and English, and the meetings included a Spanish interpreter. Power Point presentations were also drafted in English and Spanish and have been on the City’s website since 2020.
· Over 400 phone calls and hundreds of emails were received from owners and interested individuals via the dedicated email and phone lines set up specifically for this effort. · Dozens of neighborhood-based organizations received “cold call” notifications of the effort and were included in the group email notifications for the effort. · A dedicated website was created with all meeting information posted with an interactive map for owners to view proposed changes. The website also included a Frequently Asked Questions section and links for individuals to stay involved. · Many of the contacts included in the General Plan Update effort were sent notifications as part of the effort’s outreach.
· Various nonprofits and groups were contacted during the initial outreach effort. This includes meetings with the Downtown Stockton Alliance, Reinvent South Stockton Coalition (multiple), Reinvent Stockton, Little Manila Rising, STAND, Miracle Mile Improvement District (multiple), San Joaquin Regional Rail Commission, Union Pacific Railroad, Gospel Center Rescue Mission, Catholic Charities, Cal Water, Port of Stockton, Community Medical Centers, University of the Pacific, and others.
· Each study session and public hearing for each step of the Series or Phased amendments before both Planning Commission and City Council were publicly noticed in The Record, with direct mailers sent to relevant parties, email blasts sent to the contact list, and posted to social media, and the dedicated webpage.
· While many of the changes occur in areas with higher concentrations of minorities, the outreach and proposed changes did not distinguish between minority or non-minority. While some funding programs may encourage the emphasis on selecting minority groups for compliance with land use law and General Plan policies, staff was careful to focus on improvements to the community and development potential regardless of ownership.

After the April 5th Council meeting, staff conducted two additional in-person workshops for property owners, on June 6th at the Civic Auditorium and the second on June 7th at Stribley Community Center. Notifications were posted on the website, sent via group email notification, posted on social media, posted in The Record, and mailed to property owners (2,144 owners). Notification for the meetings and the effort, in general, were translated into Spanish, Tagalog, Punjabi, and Chinese.

Notifications were sent via email, mail, and posted on the City’s website for the effort.

The purpose of these workshops was to gather feedback on the proposed changes, provide responses to questions from community members, and inform residents and business owners about City of Stockton Printed on 7/5/2022Page 7 of 8
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the effort to date. About eight people attended the June 6th Civic Auditorium and about six people attended the June 7th Stribley Community Center meeting. Attendees included a mix of property owners, real estate agents, local nonprofit representatives, and citizens wanting to know more. Some workshop attendees had questions about the overall effort and what it could mean for their property.

Multiple owners expressed support for the effort and were supportive of the additional outreach.

Some community members stated changes they would like to see, such as more grocery stores in underserved areas and financial incentives for historic building rehabilitation.

Environmental Analysis
An Addendum to the General Plan Environmental Impact Report SCH# 2017052062 (“GPEIR”) is proposed under the CEQA Guidelines Section 15164 to address the proposed amendments to the GPLU Map Zoning Map and Development Code (See Proposed Addendum Resolution, Exhibit 1).

The addendum concluded that none of the potential changes being considered by the City Council would impact the analysis or conclusions of the GPEIR or the Housing Element Negative Declaration (ND) as to the extent of the potential impacts and allowed density considered. For properties with amended designations, future development proposals will be reviewed on a case-by-case basis for consistency with this analysis and will be subject to the appropriate Mitigation Measures contained in the GPEIR.

Planning Commission
On September 9, 2021, Staff held a Planning Commission Study Session on the proposed effort to present the methodology for the proposed changes. After discussions with Staff, the Commissioners generally supported the Phase 3/Series 3 methodology and directed Staff to proceed. Following the Study Session, staff proposed amendments based on the methodology and feedback received by the Planning Commission.

On January 27, 2022, a Planning Commission hearing was held on Phase 3 and Series 3 updates.

After four public comments and a robust discussion on the proposed changes and methodology utilized by staff, the Planning Commission voted 6-0 (Commissioner Jones Absent) to approve the modified motion.

Public Notice
Notice for the City Council public hearing for this request was published in The Record on June 30, 2022. At least ten days before the hearing, the mailed notice was sent to all property owners potentially affected by the proposed amendments. As of the publication of this report, no written comments have been received.

FINANCIAL SUMMARY
The requested action will have no immediate financial impact.

Attachment A - April 5, 2022, City Council Hearing Materials (Item 16.3) Attachment B - Additional Track-Change Code Amendments
Attachment C - General Plan Land Use Map with Effected parcels Attachment D - Guiding Principles
Attachment E - Summary of Overlay Areas and Industrial Uses Removed City of Stockton Printed on 7/5/2022Page 8 of 8
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ORDINANCE NO.

AN ORDINANCE AMENDING TITLE 16 OF THE STOCKTON MUNICIPAL CODE (SMC) CHAPTERS 16.80.210 (MOBILEHOME PARKS AND SUBDIVISIONS) AND

16.80.215 (MULTI-UNIT RESIDENTIAL) FOR CONSISTENCY WITH THE GENERAL PLAN

BE IT ORDAINED BY THE CITY COUNCIL OF THE CITY OF STOCKTON AS FOLLOWS:

SECTION I: FINDINGS AND INTENT

1. The City Council is authorized by section 16.212.030 of the Stockton Municipal Code (SMC) to adopt amendments to Title 16 (Development Code) based on the Mandatory Findings of Fact for Development Code Amendments.

A. Finding #1: The proposed amendment ensures and maintains internal consistency with general land uses, objectives, policies, programs, and actions of all elements of the General Plan on balance and would not create any inconsistencies with this Development Code.

Eviden
ce : The proposed amendments to Title 16 are needed for consistency with General Plan policies, which encourage best practices for development review. These changes will amend land use standards for development. These amendments are internally consistent with all policy and supportive regulatory documents.

B. Fi
nding #2: The proposed amendment will not endanger, jeopardize, or otherwise constitute a hazard to the public convenience, health, interest, safety, or general welfare of persons residing or working in the City.

Evidence: The purpose of the proposed amendments is to comply with provisions of State Law and consistency with the General Plan. There is no substantial evidence in the record that the proposed amendments will result in significant impacts to the environment as identified in the General Plan Environmental Impact Report (EIR). The proposed amendments are consistent with Title 16 standards, the General Plan and any applicable goals, policies, and implementation programs. The proposed amendments will not be detrimental to the public interest, health, safety, convenience, or welfare of the City.

C. Fi
nding #3: The proposed amendment complies with the California Environmental Quality Act (CEQA) and the City’s CEQA Guidelines.

Evidence: The proposed amendments are required to provide consistency with changes to the General Plan and State Law and have been considered as part of the General Plan Environmental Impact Report (EIR) (SCH No. 2017052062). These amendments will not result in physical impact or change to the land use intensities identified in the 111
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General Plan Environmental Impact Report (EIR). The EIR document provides a programmatic review of the potential impacts associated with implementation of the General Plan. None of the potential changes being considered will impact the analysis or conclusions of the General Plan EIR as the extent of the potential impacts and allowed density considered in the General Plan EIR. Future proposals based on the amendments would be reviewed on a case-by-case basis for consistency with this review and the General Plan EIR.

D. Finding #4 (Development Code Amendments): The proposed amendment would be internally consistent with other applicable provisions of this Development Code.

E
vidence: The proposed amendments are needed for consistency with recently-approved Development Code changes. These changes will amend land use standards for development. These amendments are internally consistent with all policy and supportive regulatory documents.

SECTION II: AMENDMENT OF CODE

Title 16, Chapter 16.80, Section 16.80.210 of the Stockton Municipal Code (SMC) is amended to read, as follows:

16.80.210 Mobilehome parks and subdivisions.

A. Location Criteria. Mobilehome parks may be permitted in zoning districts identified by Table 2-2 (Allowable Land Uses and Permit Requirements) that comply with the following locational criteria:

1. Access to the mobilehome park shall be directly to a major arterial street or within 500 feet of freeway access ramps (major streets are defined and located in the Circulation Element of the General Plan).

B. Development Standards.

1. General.
a. State and Federal Requirements. The following local standards are supplemental to the State of California Mobilehome Act or Federal Housing Administration (where applicable) standards and do not relieve the developer from complying with those State or Federal standards not covered herein. These standards are enforced by the California Department of Housing and Community Development, Division of Building and Housing Standards (hereafter “State” regarding section 16.80.210).
b. Waiver of Standards. Any modifications or waivers to local standards shall be permitted only where the developer can substantiate to the Planning Commission, or City Council on appeal, that there are exceptional or extraordinary circumstances preventing 112
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compliance with the standard and where the waiver will not prove detrimental to the surrounding neighborhood or public welfare.

2. Mobilehome Park Area and Setback Requirements.
a. Mobilehome spaces, buildings, parking or recreational areas, and other structures shall be set back a minimum of 20 feet from all property lines along public streets.

3. S igns.
a. In residential zoning districts, one (1) freestanding ground sign identifying the name of the mobilehome park shall be permitted at the main entrance to the park subject to the following limitations:
i. Nonmoving and nonflashing;
ii. Illumination shall be internal and not reflect or glare on adjacent residential development;
iii. Set back 10 feet from property lines;
iv. Maximum size of 64 square feet;
v. Maximum height of eight (8) feet; and
vi. Designed in harmony with park and fencing.
b. In commercial zones, the identification signs comply with the sign regulations of that district.
c. Directional and similar type signs may be permitted within the mobilehome park as approved by the Commission.
d. Outdoor advertising structures (billboards) shall not be permitted within mobilehome parks.

4. Parking.
a. One (1.5) automobile parking space shall be required for each mobilehome unit. One space shall be required for resident use and ½ space shall be required for guest parking.
b. Supplemental storage areas shall be required for boats, campers, travel trailers, and similar recreational vehicles if such vehicles are permitted to be kept within the mobilehome park. c. Parking located outside of the mobilehome facility and not under the authority of the State, shall be reviewed in compliance with SMC Chapter 16.64 (Off-Street Parking and Loading Standards).

5. Landscaping. All areas outside of the mobilehome park, and not under the authority of the State, shall be landscaped and maintained in accordance with SMC Chapter 16.56 (Landscaping).

6. Other Improvements.
a. Complete frontage improvements shall be installed along public rights-of- way as required by the City Engineer.
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b. Applicable multifamily housing impact fees shall be paid as required by ordinance.
c. Storm water drainage, sanitary sewer, and water systems shall be installed to City standards at locations required by the City Engineer.
d. All applicable overhead utilities shall be installed underground pursuant to adopted City standards. Individual overhead utilities shall not be permitted.
e. Land shall be dedicated or in-lieu fees paid to the City for neighborhood facilities as required in Section 16.84.080 (Fees). f. A six (6) foot high solid masonry wall shall be provided around the entire perimeter of the mobilehome park subject to compliance with the setback requirements of Chapter 16.48 (Fences, Hedges, and Walls) and the engineering specifications of the City Building Code.
g. Should fire services not be provided by the State, facilities for fire protection within the mobilehome park shall be installed to City standards at locations designated by the City Fire Chief. h. All outdoor storage and garbage collection areas shall be enclosed with a solid six (6) foot high fence in compliance with Section 16.36.130 (Solid waste/recyclable materials storage).

7. Operational Standards.
a. An accessory service use such as a laundromat is permitted within the mobilehome park, for use of the residents. In mobilehome parks with 100 or more spaces, incidental business uses may be permitted as part of the project approval.
b. Mobilehomes may be sold within the mobilehome park by the owner provided they are located on a mobilehome space, and not more than one (1) mobilehome which is for sale shall be placed on any one (1) space.
c. The renting of mobilehomes in a mobilehome park is prohibited unless the mobilehome bears the insignia of the State of California Division of Building and Housing Standards and is licensed by the Division for this purpose.

8. Enforcement.
a. The enforcement agency is the State of California Department of Housing and Community Development, Division of Building and Housing Standards. Prior to any construction on a mobilehome park, plans and specifications shall be submitted and approved by the enforcement agency.
b. The regulations in this section shall be considered
supplementary to the rules and regulations of the State of California Department of Housing and Community Development (Title 25, 114
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California Administrative Code, Chapter 5, “Mobilehome Parks, Special Occupancy, Trailer Parks and Campgrounds”).

SECTION III: AMENDMENT OF CODE

Title 16, Chapter 16.80, Section 16.80.215 of the Stockton Municipal Code (SMC) is added to read, as follows:

16.80.215 Mu lti-Unit Residential.

This section provides development standards for the establishment of low- rise multi-unit residential housing typologies where they are allowed in compliance with the provisions of Division 2 (Zoning Districts, Allowable Land Uses, and Zone-Specific Standards). Low-rise multi-unit residential includes three or less habitable stories above grade. The Citywide Design Standards shall be applied for all housing types outlined below.

A. Cottage Courts. Cottage Courts, also known as Bungalow Courts, shall comply with the provisions of this section and all other applicable provisions of this Development Code. Where there may be a conflict, the standards in this section shall prevail.

1. Definition. A group of three (3) to ten (10) small (1 to 1.5-story), detached structures arranged around a shared open space courtyard visible from the street. The shared courtyard is an important community-enhancing element and unit entrances should be from the shared court, which replaces the function of a rear yard. Rear-most building may be up to 2 stories. Does not include multifamily or motels. (Formerly “Dwelling Group”)

2. Shared Courtyard. The shared courtyard, or common open space shall meet the following standards:
a. A minimum of one hundred fifty (150) square feet of
open space is required per cottage unit as part of the shared courtyard, beyond the minimum required setbacks.
b. Each area of common open space shall be in one (1)
contiguous and usable piece.
c. Common open space shall be located in a centrally
located area and be easily accessible to all dwellings within the development.
d. Fences may not be located within the required common open space areas.
e. Landscaping located in common open space areas shall be designed to allow for easy access and use of the space by all residents, and to facilitate maintenance needs. Where feasible, existing mature trees should be retained.
f. Unless the shape or topography of the site precludes the 115
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ability to locate uni ts adjacent to the common open space, at least fifty (50) percent of the units in the development shall abut the common open space.

3. Neighborhood compatibility.
a. Parking lot areas and carports shall not be located
along residential neighborhood street frontages.
b. Development should be consistent in height, bulk, scale and style with surrounding residential uses.

4. Building design.
a. Buildings shall carry the same theme on all elevations. For the purposes of this standard, a theme includes primary (non- accent) materials and colors.
b. Affordable units and market rate units in the same
development shall be constructed of the same or similar exterior materials and details such that the units are not distinguishable. c. Trim surrounds shall be provided at all exterior window and door openings. In lieu of exterior window trim, windows can be recessed from wall plane by a minimum of three inches. d. At least two materials shall be used on any building frontage, in addition to glazing and railings. Any one material must comprise at least 20% of the building frontage.
e. A minimum of two features such as balconies, cantilevers, dormers, bay windows, patios, individualized entries, and accent materials shall be incorporated into each project building. f. A minimum one-foot offset is required for any wall plane that exceeds 30 feet in length.

B. Duplexes. Duplexes shall comply with the provisions of this section and all other applicable provisions of this Development Code.

Where there may be a conflict, the standards in this section shall prevail.

1. Definition. A small, detached structure that consists of two dwelling units arranged one above the other, or side by side, with an entry from the street. This type has the appearance of small-to-medium single-unit house. This includes duplexes that are side-by-side and stacked.

2. Main entrance. A duplex located on a corner lot that consists of two dwelling units arranged side-by-side, shall have a main entry for each from either street corner.

3. Garages. Must be setback from entrance.

4. Neighborhood compatibility.
a. Parking lot areas and carports shall not be located
along residential neighborhood street frontages.
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b. D evelopment should be consistent in height, bulk, scale and style with surrounding residential uses.

5. Building design.
a. Buildings shall carry the same theme on all elevations. For the purposes of this standard, a theme includes primary (non-accent) materials and colors.
b. Affordable units and market rate units in the same
development shall be constructed of the same or similar exterior materials and details such that the units are not distinguishable.
c. Trim surrounds shall be provided at all exterior window and door openings. In lieu of exterior window trim,
windows can be recessed from wall plane by a minimum of three inches.
d. At least two materials shall be used on any building frontage, in addition to glazing and railings. Any one
material must comprise at least 20% of the building
frontage.
e. A minimum of two features such as balconies,
cantilevers, dormers, bay windows, patios, individualized entries, and accent materials shall be incorporated into each project building.
f. A minimum one-foot offset is required for any wall plane that exceeds 30 feet in length.

C. Triplex. Triplexes shall comply with the provisions of this section and all other applicable provisions of this Development Code.

Where there may be a conflict, the standards in this section shall prevail.

1. Definition. A small to medium sized detached structure that consists of 3 dwelling units typically stacked on top of each other on consecutive floors, with one entry for the ground floor unit and a shared entry for the units above. This type may not include a rear yard.

2. Neighborhood compatibility.
a. Parking lot areas and carports shall not be located
along residential neighborhood street frontages.
b. Development should be consistent in height, bulk, scale and style with surrounding residential uses.

3. Building design.
a. Buildings shall carry the same theme on all elevations. For the purposes of this standard, a theme includes primary (non- accent) materials and colors.
b. Affordable units and market rate units in the same
development shall be constructed of the same or similar exterior materials and details such that the units are not distinguishable. 117
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c. T rim surrounds shall be provided at all exterior window and door openings. In lieu of exterior window trim, windows can be recessed from wall plane by a minimum of three inches. d. At least two materials shall be used on any building frontage, in addition to glazing and railings. Any one material must comprise at least 20% of the building frontage.
e. A minimum of two features such as balconies, cantilevers, dormers, bay windows, patios, individualized entries, and accent materials shall be incorporated into each project building. f. A minimum one-foot offset is required for any wall plane that exceeds 30 feet in length.

D. Fourplexes. Fourplexes shall comply with the provisions of this section and all other applicable provisions of this Development Code.

Where there may be a conflict, the standards in this section shall prevail.

1. Definition. A detached structure with four dwelling units under one roof that has the appearance of a medium-sized single-unit house, either stacked with two units on the ground floor and two above, with a shared entry from the street, or otherwise connected under one roof.

2. Open space. A minimum of 150 square feet of private open space is required per duplex unit, beyond the minimum required front- yard, rear-year, and side-yard setbacks.

3. Garages. Must be setback from entrance.

4. Neighborhood compatibility.
a. Parking lot areas and carports shall not be located
along residential neighborhood street frontages.
b. Development should be consistent in height, bulk, scale and style with surrounding residential uses.

5. Building design.
a. Buildings shall carry the same theme on all elevations. For the purposes of this standard, a theme includes primary (non- accent) materials and colors.
b. Trim surrounds shall be provided at all exterior window and door openings. In lieu of exterior window trim, windows can be recessed from wall plane by a minimum of three inches. c. At least two materials shall be used on any building frontage, in addition to glazing and railings. Any one material must comprise at least 20% of the building frontage.
d. A minimum of two features such as balconies, cantilevers, dormers, bay windows, patios, individualized entries, and accent materials shall be incorporated into each project building. e. A minimum one-foot offset is required for any wall plane that exceeds 30 feet in length.

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SECTION IV. SE VERABILITY
If any part of this Ordinance is held invalid for any reason, such decision shall not affect the validity of the remaining portion of this Ordinance, and the City Council hereby declares that it would have passed the remainder of this Ordinance if such invalid portion thereof had been deleted.

SECTION V. EF FECTIVE DATE

This Ordinance shall take effect and be in full force thirty (30) days after its passage.

ADOPTED:

EFFECTIVE:

KEVIN J. LINCOLN II
Mayor of the City of Stockton
ATTEST:

ELIZA R. GARZA, CMC
City Clerk of the City of Stockton

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ORDINANCE NO.

AN ORDINANCE AMENDING TITLE 16 OF THE STOCKTON MUNICIPAL CODE (SMC) CHAPTERS 16.80.210 (MOBILEHOME PARKS AND SUBDIVISIONS) AND

16.80.215 (MULTI-UNIT RESIDENTIAL) FOR CONSISTENCY WITH THE GENERAL PLAN

BE IT ORDAINED BY THE CITY COUNCIL OF THE CITY OF STOCKTON AS FOLLOWS:

SECTION I: FINDINGS AND INTENT

1. The City Council is authorized by section 16.212.030 of the Stockton Municipal Code (SMC) to adopt amendments to Title 16 (Development Code) based on the Mandatory Findings of Fact for Development Code Amendments.

A. Finding #1: The proposed amendment ensures and maintains internal consistency with general land uses, objectives, policies, programs, and actions of all elements of the General Plan on balance and would not create any inconsistencies with this Development Code.

Eviden
ce : The proposed amendments to Title 16 are needed for consistency with General Plan policies, which encourage best practices for development review. These changes will amend land use standards for development. These amendments are internally consistent with all policy and supportive regulatory documents.

B. Fi
nding #2: The proposed amendment will not endanger, jeopardize, or otherwise constitute a hazard to the public convenience, health, interest, safety, or general welfare of persons residing or working in the City.

Evidence: The purpose of the proposed amendments is to comply with provisions of State Law and consistency with the General Plan. There is no substantial evidence in the record that the proposed amendments will result in significant impacts to the environment as identified in the General Plan Environmental Impact Report (EIR). The proposed amendments are consistent with Title 16 standards, the General Plan and any applicable goals, policies, and implementation programs. The proposed amendments will not be detrimental to the public interest, health, safety, convenience, or welfare of the City.

C. Fi
nding #3: The proposed amendment complies with the California Environmental Quality Act (CEQA) and the City’s CEQA Guidelines.

Evidence: The proposed amendments are required to provide consistency with changes to the General Plan and State Law and have been considered as part of the General Plan Environmental Impact Report (EIR) (SCH No. 2017052062). These amendments will not result in physical impact or change to the land use intensities identified in the 120
General Plan Environmental Impact Report (EIR). The EIR document provides a programmatic review of the potential impacts associated with implementation of the General Plan. None of the potential changes being considered will impact the analysis or conclusions of the General Plan EIR as the extent of the potential impacts and allowed density considered in the General Plan EIR. Future proposals based on the amendments would be reviewed on a case-by-case basis for consistency with this review and the General Plan EIR.

D. Finding #4 (Development Code Amendments): The proposed amendment would be internally consistent with other applicable provisions of this Development Code.

Evidence: The
proposed amendments are needed for consistency with
recently-approved Development Code changes. These changes will amend land use standards for development. These amendments are internally consistent with all policy and supportive regulatory documents.

SECTION II: AMENDMENT OF CODE

Title 16, Chapter 16.80, Section 16.80.210 of the Stockton Municipal Code (SMC) is amended to read, as follows:

16.80.210 Mobilehome parks and subdivisions.

A. Location Criteria. Mobilehome parks may be permitted in zoning districts identified by Table 2-2 (Allowable Land Uses and Permit Requirements) that comply with the following locational criteria:

1. Access to the mobilehome park shall be directly to a major arterial street or within 500 feet of freeway access ramps (major streets are defined and located in the Circulation Element of the General Plan).

B. Development Standards.

1. General.
a. State and Federal Requirements. The following local standards are supplemental to the State of California Mobilehome Act or Federal Housing Administration (where applicable) standards and do not relieve the developer from complying with those State or Federal standards not covered herein. These standards are enforced by the California Department of Housing and Community Development, Division of Building and Housing Standards (hereafter “State” regarding section 16.80.210).
b. Waiver of Standards. Any modifications or waivers to local standards shall be permitted only where the developer can substantiate to the Planning Commission, or City Council on appeal, that there are exceptional or extraordinary circumstances preventing compliance with the standard and where the waiver will not prove 121
detrimental to the surrounding neighborhood or public welfare.

2. Mobilehome Park Area and Setback Requirements.
a. Mobilehome spaces, buildings, parking or recreational areas, and other structures shall be set back a minimum of 20 feet from all property lines along public streets.

3. Signs.
a. In residential zoning districts, one (1) freestanding ground sign identifying the name of the mobilehome park shall be permitted at the main entrance to the park subject to the following limitations:
i. Nonmoving and nonflashing;
ii. Illumination shall be internal and not reflect or glare on adjacent residential development;
iii. Setback 10 feet from property lines;
iv. Maximum size of 64 square feet;
v. Maximum height of eight (8) feet; and
vi. Designed in harmony with park and fencing.
b. In commercial zones, the identification signs comply with the sign regulations of that district.
c. Directional and similar type signs may be permitted within the mobilehome park as approved by the Commission.
d. Outdoor advertising structures (billboards) shall not be permitted within mobilehome parks.

4. Parking.
a. One (1.5) automobile parking space shall be required for each mobilehome unit. One space shall be required for resident use and ½ space shall be required for guest parking.
b. Supplemental storage areas shall be required for boats, campers, travel trailers, and similar recreational vehicles if such vehicles are permitted to be kept within the mobilehome park. c. Parking located outside of the mobilehome facility and not under the authority of the State, shall be reviewed in compliance with SMC Chapter 16.64 (Off-Street Parking and Loading Standards).

5. Landscaping. All areas outside of the mobilehome park, and not under the authority of the State, shall be landscaped and maintained in accordance with SMC Chapter 16.56 (Landscaping).

6. Other Improvements.
a. Complete frontage improvements shall be installed along public rights-of- way as required by the City Engineer.
b. A pplicable multifamily housing impact fees shall be paid as required by ordinance.
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c. Storm water drainage, sanitary sewer, and water systems shall be installed to City standards at locations required by the City Engineer.
d. All applicable overhead utilities shall be installed underground pursuant to adopted City standards. Individual overhead utilities shall not be permitted.
e. Land shall be dedicated or in-lieu fees paid to the City for neighborhood facilities as required in Section 16.84.080 (Fees). f. A six (6) foot high solid masonry wall shall be provided around the entire perimeter of the mobilehome park subject to compliance with the setback requirements of Chapter 16.48 (Fences, Hedges, and Walls) and the engineering specifications of the City Building Code.
g. Should fire services not be provided by the State, facilities for fire protection within the mobilehome park shall be installed to City standards at locations designated by the City Fire Chief. h. All outdoor storage and garbage collection areas shall be enclosed with a solid six (6) foot high fence in compliance with Section 16.36.130 (Solid waste/recyclable materials storage).

7. Operational Standards.
a. An accessory service use such as a laundromat is permitted within the mobilehome park, for use of the residents. In mobilehome parks with 100 or more spaces, incidental business uses may be permitted as part of the project approval.
b. Mobilehomes may be sold within the mobilehome park by the owner provided they are located on a mobilehome space, and not more than one (1) mobilehome which is for sale shall be placed on any one (1) space.
c. The renting of mobilehomes in a mobilehome park is prohibited unless the mobilehome bears the insignia of the State of California Division of Building and Housing Standards and is licensed by the Division for this purpose.

8. Enforcement.
a. The enforcement agency is the State of California Department of Housing and Community Development, Division of Building and Housing Standards. Prior to any construction on a mobilehome park, plans and specifications shall be submitted and approved by the enforcement agency.
b. T he regulations in this section shall be considered supplementary to the rules and regulations of the State of California Department of Housing and Community Development (Title 25, California Administrative Code, Chapter 5, “Mobilehome Parks, Special Occupancy, Trailer Parks and Campgrounds”).
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SECTION III: AMENDMENT OF CODE

Title 16, Chapter 16.80, Section 16.80.215 of the Stockton Municipal Code (SMC) is amended to read, as follows:

16.80.215 Multi-Unit Residential.

This section provides development standards for the establishment of low-rise multi-unit residential housing typologies where they are allowed in compliance with the provisions of Division 2 (Zoning Districts, Allowable Land Uses, and Zone- Specific Standards). Low-rise multi-unit residential includes three or less habitable stories above grade. The Citywide Design Standards shall be applied for all housing types outlined below.

A. Cottage Courts. Cottage Courts, also known as Bungalow Courts, shall comply with the provisions of this section and all other applicable provisions of this Development Code. Where there may be a conflict, the standards in this section shall prevail.

1. Definition. A group of three (3) to ten (10) small (1 to 1.5-story), detached structures arranged around a shared open space courtyard visible from the street. The shared courtyard is an important community-enhancing element and unit entrances should be from the shared court, which replaces the function of a rear yard. Rear-most building may be up to 2 stories. Does not include multifamily or motels. (Formerly “Dwelling Group”)

2. Shared Courtyard. The shared courtyard, or common open space shall meet the following standards:
a. A minimum of one hundred fifty (150) square feet of open space is required per cottage unit as part of the shared courtyard, beyond the minimum required setbacks.
b. Each area of common open space shall be in one (1)
contiguous and usable piece.
c. Common open space shall be located in a centrally located area and be easily accessible to all dwellings within the development.
d. Fences may not be located within the required common open space areas.
e. Landscaping located in common open space areas shall be designed to allow for easy access and use of the space by all residents, and to facilitate maintenance needs. Where feasible, existing mature trees should be retained.
f. Unless the shape or topography of the site precludes the ability to locate units adjacent to the common open space, at least fifty (50) percent of the units in the development shall abut the common open space.
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3. Neighborhood compatibility.
a. Parking lot areas and carports shall not be located along residential neighborhood street frontages.
b. Development should be consistent in height, bulk, scale and style with surrounding residential uses.

4. Building design.
a. Buildings shall carry the same theme on all elevations. For the purposes of this standard, a theme includes primary (non-accent) materials and colors.
b. Affordable units and market rate units in the same development shall be constructed of the same or similar exterior materials and details such that the units are not distinguishable.
c. Trim surrounds shall be provided at all exterior window and door openings. In lieu of exterior window trim, windows can be recessed from wall plane by a minimum of three inches.
d. At least two materials shall be used on any building frontage, in addition to glazing and railings. Any one material must comprise at least 20% of the building frontage.
e. A minimum of two features such as balconies, cantilevers, dormers, bay windows, patios, individualized entries, and accent materials shall be incorporated into each project building. f. A minimum one-foot offset is required for any wall plane that exceeds 30 feet in length.

B. Duplexes. Duplexes shall comply with the provisions of this section and all other applicable provisions of this Development Code. Where there may be a conflict, the standards in this section shall prevail.

1. Definition. A small, detached structure that consists of two dwelling units arranged one above the other, or side by side, with an entry from the street. This type has the appearance of small-to-medium single-unit house. This includes duplexes that are side-by-side and stacked.

2. Main entrance. A duplex located on a corner lot that consists of two dwelling units arranged side-by-side, shall have a main entry for each from either street corner.

3. Garages. Must be setback from entrance.

4. Neighborhood compatibility.
a. Parking lot areas and carports shall not be located along residential neighborhood street frontages.
b. Development should be consistent in height, bulk, scale and style with surrounding residential uses.

5. B uilding design.
a. Buildings shall carry the same theme on all elevations. For the 125
purposes of this standard, a theme includes primary (non-accent) materials and colors.
b. Affordable units and market rate units in the same development shall be constructed of the same or similar exterior materials and details such that the units are not distinguishable. c. Trim surrounds shall be provided at all exterior window and door openings. In lieu of exterior window trim, windows can be recessed from wall plane by a minimum of three inches.
d. At least two materials shall be used on any building frontage, in addition to glazing and railings. Any one material must comprise at least 20% of the building frontage.
e. A minimum of two features such as balconies, cantilevers, dormers, bay windows, patios, individualized entries, and accent materials shall be incorporated into each project building.
f. A minimum one-foot offset is required for any wall plane that exceeds 30 feet in length.

C. Triplex. Triplexes shall comply with the provisions of this section and all other applicable provisions of this Development Code. Where there may be a conflict, the standards in this section shall prevail.

1. Definition. A small to medium sized detached structure that consists of 3 dwelling units typically stacked on top of each other on consecutive floors, with one entry for the ground floor unit and a shared entry for the units above. This type may not include a rear yard.

2. Neighborhood compatibility.
a. Parking lot areas and carports shall not be located along residential neighborhood street frontages.
b. Development should be consistent in height, bulk, scale and style with surrounding residential uses.

3. Building design.
a. Buildings shall carry the same theme on all elevations. For the purposes of this standard, a theme includes primary (non-accent) materials and colors.
b. Affordable units and market rate units in the same development shall be constructed of the same or similar exterior materials and details such that the units are not distinguishable.
c. Trim surrounds shall be provided at all exterior window and door openings. In lieu of exterior window trim, windows can be recessed from wall plane by a minimum of three inches.
d. At l east two materials shall be used on any building frontage, in addition to glazing and railings. Any one material must comprise at least 20% of the building frontage.
e. A minimum of two features such as balconies, cantilevers, dormers, bay windows, patios, individualized entries, and accent 126
materials shall be incorporated into each project building. f. A minimum one-foot offset is required for any wall plane that exceeds 30 feet in length.

D. Fourplexes. Fourplexes shall comply with the provisions of this section and all other applicable provisions of this Development Code. Where there may be a conflict, the standards in this section shall prevail.

1. Definition. A detached structure with four dwelling units under one roof that has the appearance of a medium-sized single-unit house, either stacked with two units on the ground floor and two above, with a shared entry from the street, or otherwise connected under one roof.

2. Open space. A minimum of 150 square feet of private open space is required per duplex unit, beyond the minimum required front-yard, rear- year, and side-yard setbacks.

3. Garages. Must be setback from entrance.

4. Neighborhood compatibility.
a. Parking lot areas and carports shall not be located along residential neighborhood street frontages.
b. Development should be consistent in height, bulk, scale and style with surrounding residential uses.

5. Building design.
a. Buildings shall carry the same theme on all elevations. For the purposes of this standard, a theme includes primary (non-accent) materials and colors.
b. Trim surrounds shall be provided at all exterior window and door openings. In lieu of exterior window trim, windows can be recessed from wall plane by a minimum of three inches.
c. At least two materials shall be used on any building frontage, in addition to glazing and railings. Any one material must comprise at least 20% of the building frontage.
d. A minimum of two features such as balconies, cantilevers, dormers, bay windows, patios, individualized entries, and accent materials shall be incorporated into each project building. e. A minimum one-foot offset is required for any wall plane that exceeds 30 feet in length.

SECTION IV. SE VERABILITY

If any part of this Ordinance is held invalid for any reason, such decision shall not affect the validity of the remaining portion of this Ordinance, and the City Council hereby declares that it would have passed the remainder of this Ordinance if such invalid portion thereof had been deleted.

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SECTION V. EFFECTIVE DATE

This Ordinance shall take effect and be in full force thirty (30) days after its passage.

ADOPTED:

EFFECTIVE:

KEVIN J. LINCOLN II
Mayor of the City of Stockton
ATTEST:

ELIZA R. GARZA, CMC
City Clerk of the City of Stockton
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City of Stockton
Legislation Text
File #: 22-1169, Version: 1

ADOPT A RESOLUTION TO APPROVE THE RECOGNIZED OBLIGATION PAYMENT SCHEDULE FOR FISCAL YEAR 2023-2024

RECOMMENDATION
It is recommended that the Successor Agency to the former Redevelopment Agency of the City of Stockton ("Successor Agency") adopt a resolution:

1. Approving the Recognized Obligation Payment Schedule for the period of July 1, 2023, through June 30, 2024 (Exhibit 1 to the Resolution) as required under Health and Safety Code section 34177(o); and

2. Authorizing the Executive Director to take necessary and appropriate actions to carry out the purpose and intent of the resolution.

Summary
The City of Stockton has elected to become the Successor Agency to the former Stockton Redevelopment Agency following the dissolution of redevelopment agencies by the California State Legislature in February 2012. The Successor Agency is required to prepare a Recognized Obligation Payment Schedule (ROPS) and submit to the Oversight Board annually until all outstanding obligations have been satisfied.

The ROPS is an annual schedule of Successor Agency payment obligations for the upcoming fiscal year; it is due every year by February 1
st and is subject to approval by the State Department of Finance ("DOF") before the Successor Agency can receive Redevelopment Property Tax Trust Fund dollars ("RPTTF," formerly, tax increment). RPTTF can only be used to pay approved obligations listed on the ROPS.

DISCUSSION
Background
Effective February 1, 2012, Assembly Bills x1, 26, and 1484 (collectively the "Dissolution Law") dissolved all existing California redevelopment agencies and replaced them with Successor Agencies. The City of Stockton, which elected to become the Successor Agency, is responsible for winding down the affairs of its former redevelopment agency (Attachment A - Resolution No. 11-0251) and is required to submit an annual ROPS by February 1
st of each year.

As part of the dissolution, an Oversight Board to the Stockton Successor Agency was established and was responsible for approving or directing the actions of the Successor Agency. In July 2018, the City of Stockton Printed on 1/4/2023Page 1 of 3
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File #: 22-1169, Version: 1
County Auditor-Controller established a consolidated Oversight Board to oversee all successor agencies within San Joaquin County. The adoption of the bylaws and Conflict of Interest Code of the Countywide Oversight Board to the Successor Agency of the County of San Joaquin ("Oversight Board") was approved at the November 7, 2018, Oversight Board meeting.

The Oversight Board is responsible for reviewing and approving ROPS schedules as required by State law. ROPS for fiscal year 2023-2024 is due to the State Department of Finance and to the County Auditor-Controller by February 1, 2023.

Present Situation
The ROPS lists enforceable obligations, which include:
· Bonds. A reserve may be held when required by the bond indenture or when the next property tax allocation will be insufficient for the next payment due in the following half of the calendar year.
· Loans that are legally required to be repaid pursuant to a repayment schedule or other mandatory loan terms.
· Judgments or settlements entered by a competent court of law or binding arbitration decisions against the former redevelopment agency.
· Loans from the City to the former Agency, as approved by the Oversight Board. · Administrative costs.

Fiscal Year 2023-2024 payments for the 2016 Bonds total $7,441,775, and as required under the bond agreements, the Successor Agency is also requesting a reserve RPTTF for the September 2024 payment of $5,758,856.

Annual payments to City loans are limited to one-half (½) of the increase between the amount of excess tax increment distributed to the taxing entities in the current fiscal year and the 2012-13 base year. In Fiscal Year 2023-2024, the amount of $1,762,629.43 will be applied to City Loan payments. (Attachment B - City Loans)
This ROPS also includes a request of $90,000 for the Successor Agency's administrative costs.

If changes are required prior to the next annual ROPS request, Dissolution Law allows the Successor Agency to modify its ROPS once a year, prior to October 1.

FINANCIAL SUMMARY
The ROPS must be filed in a timely manner for the Successor Agency to receive the June 1 and January 2 distributions of RPTTF dollars to pay obligations listed on the ROPS. Final payment amounts are subject to change based on the amount of RPTTF available and the DOF review process.

RPTTF will be deposited into the Successor Agency Administrative Fund 700-000. City loan payments will be programmed back to the Community Development Block Grant (CDBG) fund 230- 231 to be used for Economic Development activities, and twenty percent (20%) of the payment City of Stockton Printed on 1/4/2023Page 2 of 3
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File #: 22-1169, Version: 1
amounts will be transferred to Low- Moderate-Income Housing Fund (LMIHF) 290-293 for affordable housing as required by Dissolution.

Repayment Fund Loan Payment Transfer to LMIHF Net Payment 230-231 Community
Development Block Grant
(CDBG)
$1,762,629.43 ($352,525.89) $1,410,103.54
Attachment A - Resolution No. 11-0251
Attachment B - City Loans
City of Stockton Printed on 1/4/2023Page 3 of 3
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ATTACHMENT A
132

ATTACHMENT A
133

ATTACHMENT B
134

ATTACHMENT B
135

ATTACHMENT B
136
Redevelopment Agency of the City of Stockton
City Provided Loans
Previously reported in annual Statement of Indebtedness Report to the State Controller's Office Item
No.

Project
Area
Purpose of Loan Date Debt
Incurred
Loan
Authority
Pg
No
Original
Amount
Rate Term Fund Outstanding at
6/30/2015
Total P&I
(adjusted)
DOF Review 12/18/15 DOF Approved
12/18/15
DOF Denied (loss)
12/18/15
1 Midtown Establishment of the Eastland Project Area 12/12/1989 C-89 -150 3 120,000 $ 10% Open CDBG 711,433 $ -$ Approved -$ - 2 Midtown Implementation of the Eastland Red. Project:
acquisition, relocation, and demolition
3/1/1993 C-93-018 9 500,000$ - Open CDBG 120,000$ 120,000$ Approved 120,000$ - 3 Midtown Implementation of the Eastland Red. Project:
acquisition, relocation, and demolition
1/4/1994 C-94-002 12 500,000$ - Open CDBG 500,000$ 500,000$ Approved 500,000$ - 4 Midtown Infrastructure, traffi c lights at CSU Stanislaus and Harding
11/26/2002 C-02-437 15 276,000$ - Open CIP 1,000$ 1,000$ Approved 1,000$ - 5 Midtown Development fees for the Parole office project 11/26/2002 Resolution R03- 014
18 143,954$ - 55 Years PFF 143,954$ 143,954$ Not a loan of money. Not eligible. (143,954)$ 6 North
Stockton
Establishment of the North Stockton Project Area 7/15/2003 C-03-280 22 162,000$ - Open CDBG 67,000$ 67,000$ Approved 67,000$ - 7 South
Stockton
Administration and project costs for McKinley
Neighborhood redevelopment projects
5/16/1976 C-77-280 24 1,016,766$ - Open CDBG 266,379$ 266,379$ Not eligible (reimbursement) (266,379)$ 8 Waterfront Administrative and project costs for West End redevelopment projects
5/16/1976 C-77-280 24 213,171$ - Open CDBG 213,171$ 213,171$ Not eligible (reimbursement) (213,171)$ 9 South
Stockton
Adminis
tration and project costs for McKinley
Neighborhood redevelopment projects
7/1/1977 C-77-280 24 1,558,663$ - Open CDBG 1,558,663$ 1,558,663$ Not eligible (reimbursement) (1,558,663)$ 10 South
Stockton
Administrative and project costs Sharps Lane
Villa neighborhood redevelopment projets
7/1/1977 C-77-280 24 420,669$ - Open CDBG 420,669$ 420,669$ Not eligible (reimbursement) (420,669)$ 11 Waterfront Administrative and project costs West End acquisition, relocation, and demolition projects
10/6/1977 C-77-280 24 331,940$ - Open CDBG 331,940$ 331,940$ Not eligible (reimbursement) (331,940)$ 12 Waterfront West End acquisition, relocation, and demolition projects
6/28/1978 Resolution
34,968
26 351,476$ - Open CDBG 351,476$ 351,476$ No loan agreement. May be eligible with proof of RDA commitment
(351,476)$
13 South
Stockton
McKinley Neighborhood redevelopment projects -
elimination of blight, and to conserve/renew area
7/1/1978 Resolution
34,968
26 1,380,013$ - Open CDBG 1,380,013$ 1,380,013$ No loan agreement. May be eligible with proof of RDA commitment
(1,380,013)$
14 South
Stockton
McKinley Neighborhood redevelopment projects -
elimination of blight, and to conserve/renew area
7/1/1979 Resolution
35,988
28 861,433$ - Open CDBG 861,433$ 861,433$ No loan agreement. May be eligible with proof of RDA commitment
(861,433)$
15 South
Stockton
McKinley Neighborhood redevelopment projects -
elimination of blight, and to conserve/renew area
7/1/1980 Resolution
37,042
31 867,651$ - Open CDBG 867,651$ 867,651$ No loan agreement. May be eligible with proof of RDA commitment
(867,651)$
16 South
Stockton
McKinley Neighborhood redevelopment projects -
elimination of blight, and to conserve/renew area
7/1/1981 Resolution
38,050
34 $ 702,959 - Open CDBG 702,959$ 702,959$ No loan agreement. May be eligible with proof of RDA commitment
(702,959)$
17 South
Stockto
n
McKinley Neighborhood redevelopment projects -
elimination of blight, and to conserve/renew area
7/1/1982 Resolution
39,082
37 536,014$ - Open CDBG 536,014$ 536,014$ No loan agreement. May be eligible with proof of RDA commitment
(536,014)$
18 South
Stockton
Manhattan Plaza affordable housing project 6/29/1999 C-90-081 41 56 3,978$ - Open CDBG 563,978$ 563,978$ Approved 563,978$ - 19 Waterfront Union Pacific project - legal and professional costs for clean up of the UP site.
4/12/2005 C-05-083 43 146,800$ - Open CDBG 146,800$ 146,800$ Approved 146,800$ - 20 Waterfront Union Pacific project - legal and professional costs for clean up of the UP site.
6/5/2007 C-05-083 memo 46 289,922$ - Open CDBG 289,922$ 289,922$ No loan agreement or resolution (289,922)$ 21 Waterfront Land acquisition for the Steamboat Landing project
4/16/1981 Ordinance 3449 48 79,323$ - Open CIP 79,323$ 79,323$ Need proof property transferred and RDA committed to repay.
(79,323)$
22 Waterfront Land acquisition for the Office Towers project 8/20/19 81 Ordinance 3492 52 525,987$ - Open CIP 525,987$ 525,987$ Need proof property transferred and RDA committed to repay.
(525,987)$
23 Waterfront Land acquisition for the Waterfront Warehouse project
12/24/1980 Ordinance 3417 56 432,551$ - Open CIP 432,551$ 432,551$ Need proof property transferred and RDA committed to repay.
(432,551)$
24 Waterfront Land acquisition for the Delta Gateway I project 11/5/ 1981 Ordinance 3506 63 99,578$ - Open CIP 99,578$ 99,578$ Need proof property transferred and RDA committed to repay.
(99,578)$
25 Waterfront Land acquisition for the Delta Gateway II project 12/1 5/1982 Ordinance 3605 66 184,834$ - Open CIP 184,834$ 184,834$ Need proof property transferred and RDA committed to repay.
(184,834)$
26 Waterfront Land acquisition for the Townhouse I project 3/28/1983 Ordinance 3640 71 20,230$ - Open CIP 20,230$ 20,230$ Need proof property transferred and RDA committed to repay.
(20,230)$
27 Waterfront Land acquisition for t he Main Street project 9/29/1983 Ordinance 3688 74 80,800$ - Open CIP 80,800$ 80,800$ Need proof property transferred and RDA committed to repay.
(80,800)$
28 Waterfront Loan and Development Agreement for Water
Front Project - Downtown Marina
6/17/1981 DA dated
12-01-80
77 206,406$ 10% Open CDBG 5,498,379 $ 418,709$ Approved 418,709$ - 29 Waterfront Loan and Development Agreement for Water
Front Project - Waterfront Warehouse
9/10/1981 DA dated
12-01-80
77 753,056$ 10% Open CDBG 19,646,887 $ 1,522,365$ Approved 1,522,365$ - 30 Waterfront Loan and Development Agreement for Water
Front Project - Steamboat Landing Project
5/10/1982 DA dated
12-01-80
77 1,025,078$ 10% Open CDBG 24,963,093$ 2,051,890$ Approved 2,051,890$ - 31 Waterfront Loan and Development Agreement for Water
Front Project - Office Tower II Project
5/10/1982 DA dated
12-01-80
77 854,220$ 10% Open CDBG 20,802,334 $ 1,709,885$ Approved 1,709,885$ - 32 Waterfront Loan and Development Agreement for Water
Front Project - Office Tower I Project
7/7/1982 DA dated
12-01-80
77 854,220$ 10% Open CDBG 20,659,001 $ 1,706,515$ Approved 1,706,515$ - 33 Waterfront Loan and Development Agreement for Water
Front Project - Delta Gateway I Project
8/26/1982 DA dated
12-01-80
77 555,546$ 10% Open CDBG 14,546,961 $ 1,107,100$ Approved 1,107,100$ -

ATTACHMENT B
137
Item
No.

Project
Area
Purpose of Loan Date Debt
Incurred
Loan
Authority
Pg
No
Original
Amount
Rate Term Fund Outstanding at
6/30/2015
Total P&I
(adjusted)
DOF Review 12/18/15 DOF Approved
12/18/15
DOF Denied (loss)
12/18/15
34 Waterfront Loan and Development Agreement for Water
Front Project - Delta Gateway II Project
6/20/1984 DA dated
12-01-80
77 437,048$ 10% Open CDBG 9,690,046 $ 847,140 $ Approved 847,140 $ - 35 Waterfront West End projects - South Seawall extension, Weber Ave improvements, Edison St extension
10/14/1986 Resolution 86-
0658
82 3,183,132$ - Open CIP 1,598,548$ 1,598,548 $ No loan agreement. May be eligible with proof of RDA commitment
(1,598,548)$
36 Waterfront Construction of South Shore Seawall 9/4/1990 C-90-171 83 2,954,347$ - Open CIP 2,954,347$ 2,954,347 $ Approved 2,954,347 $ - 37 Waterfront Remediation on North Shore 4/25/2000 Resolution 00- 0080
86 21,040$ - Open GF 21,040$ 21,040$ No loan agreement. May be eligible with proof of RDA commitment
(21,040)$
38 Waterfront Remediation on North Shore 2/29/2000 Resolution R00- 008
90 57,117$ - Open GF 57,117$ 57,117$ Approved 57,117$ - 39 Waterfront Remediation on North Shore 2/29/2000 Resolution R00- 007
93 274,800$ - Open GF 274,800$ 274,800$ Approved 274,800$ - 40 Waterfront Fox (Bob Hope) Theat re Renovations 12/5/2000 C-00-442 amended
97 4,433,103$ - Open CIP 4,543,103$ 4,543,103$ Approved 4,543,103$ - 41 Waterfront Remediation on Banner Island 5/29/2001 Resolution R01- 037
103 375,000$ - 30 Years GF 375,000$ 375,000$ Approved 375,000$ - 42 Waterfront Land acquisition for Weber Point Grill project 8/28/20 02 C-02-314 105 68,800$ - Open CIP 68,800$ 68,800$ Approved 68,800$ - 43 Waterfront Land acquisition for Cineplex Project 10/8/2002 C-02-369 111 635,000$ - Open CIP 635,000$ 635,000$ Approved 635,000$ - 44 Wa
terfront Land acquisition for Cineplex Project 10/8/2002 C-02-369 111 511,000$ - Open CPD 511,000$ 511,000$ Approved 511,000$ - 45 Waterfront Land acquisition for San Joaquin Council of Governments project
1/7/2003 C-02-440 115 332,000$ - Open CIP 332,000$ 332,000$ Approved 332,000$ - 46 Waterfront Land acquisition for San Joaquin Council of Governments project
1/7/2003 C-02-440
amended
119 161,000$ - Open CPD 161,000$ 161,000$ Approved 161,000$ - 47 Waterfront Development fees for the Cineplex project 8/29/2003 C-0 3-578 122 102,109$ Varies 10 Years PFF 4,315$ 4,315$ Not a loan of money. Not eligible. (4,315)$ 48 Waterfront Construction costs - Cineplex project 2/18/2003 C-03-038 129 3,000,000$ - Open CIP 3,000,000$ 3,000,000$ Approved 3,000,000$ - 49 Waterfront Land acquisition for Stockton Record project 7/1/2003 C -00-122 132 175,000$ - Open CPD 175,000$ 175,000$ Approved 175,000$ - 50 Waterfront Development fees for the WorkNet Office project 8/4/20 04 C-04-355 136 196,950$ - Open PFF 196,950$ 196,950$ Not a loan of money. Not eligible. (196,950)$ 51 Waterfront Renovation - Hotel Stockton restaurant project 9/12/20 06 Resolution 06- 0470
138 2,500,000$ - Open CIP 2,500,000$ 2,500,000$ No loan agreement. May be eligible with proof of RDA commitment
(2,500,000)$
36,032,684$ 144,672,479$ 37,517,949$ 23,849,549$ (13,668,400)$ 37,517,949$
Note Original Requested Approved Denied
Totals by Repayment Fund P&I 6/30/15 P&I 09/30/15 Loans Difference City General Fund 727,957 727,957$ GF 2.96% 706,917$ (21,040)$ City Capital Improvement Fund 17,056,102 17,056,102$ CIP 48.36% 11,534,250$ (5,521,851)$ Public Facility Fees 345,220 345,220$ PFF 0% -$ (345,220)$ Community Development Block Grant 125,696,201 18,541,671$ CDBG 45.12% 10,761,382$ (7,780,289)$ Central Parking District 847,000 847,000$ CPD 3.55% 847,000$ - $ 144,672,479 37,517,949 $ 23,849,549 $ (13,668,400) $ - - - - 1 Effective September 22, 2015, interest must be recalculated quarterly, at 3% simple interest from the date the Redevelopment Agency approved the loan.

ATTACHMENT B
138
Resolution No.

SUCCESSOR AGENCY TO THE FORMER

REDEVELOPMENT AGENCY

OF THE CITY OF STOCKTON

RESOLUTION ADOPTING THE RECOGNIZED OBLIGATION PAYMENT SCHEDULE FOR FISCAL YEAR 2023-2024 AND APPROVING CERTAIN RELATED ACTIONS

The Redevelopment Agency (“Redevelopment Agency”) for the City of Stockton (“City”) was duly created pursuant to the California Community Redevelopment Law (Part 1 [commencing with section 33000] of Division 24 of the California Health and Safety Code) (“Redevelopment Law”); and

On June 28, 2011, and June 27, 2012, the Governor of California signed into law Assembly Bills x1, 26 and 1484 (collectively the “Dissolution Law”) making certain changes to the Redevelopment Law, including adding Part 1.8 (commencing with section 34161) and Part 1.85 (commencing with section 34170) (“Part 1.85”) to Division 24 of the California Health and Safety Code (“Health and Safety Code”); and

On August 23, 2011, pursuant to Dissolution Law, the Stockton City Council adopted Resolution No. 11-0251, allowing the City to serve as the successor agency to the former Redevelopment Agency of the City of Stockton (“Successor Agency”) upon dissolution of the Redevelopment Agency; and

On February 1, 2012, all California redevelopment agencies were dissolved; and

Successor agencies are tasked with paying, performing, and enforcing obligations, and winding down the affairs of the former redevelopment agencies; and

Pursuant to Health and Safety Code section 34177(I)(1), the Successor Agency is required to prepare a Recognized Obligation Payment Schedule (“ROPS”) prior to each fiscal period; and

For each recognized obligation, the ROPS must identify one of more of the following sources of payment: (i) Low and Moderate Income Housing Funds, (ii) bond proceeds, (iii) reserve balances, (iv) administrative cost allowance, and (v) the Redevelopment Property Tax Trust Fund but only to the extent no other funding source is available or when payment from property tax revenues is required by an enforceable obligation; and

The ROPS for July 1, 2023, through June 30, 2024, must be approved by the Successor Agency’s Oversight Board and submitted to the Countywide Oversight Board of San 139
Joaquin County, the State Controller’s Office, California Department of Finance, and posted online no later than February 1, 2023; and

The Successor Agency’s ROPS, which is consistent with the requirements of the Health and Safety Code and other applicable law, is attached to this Resolution as Exhibit “1”; and

The ROPS includes the administrative cost allowance as allowed under Health and Safety Code section 34171 (a)(3); and

The ROPS includes the maximum City loan payments as allowed under Health and Safety Code section 34191.4 (b)(3)(A); and

Health and Safety Code section 34191.4 (b)(3)(C) requires that twenty percent (20%) of any City loan payment be deducted and transferred to the Low - and Moderate-Income Housing fund; and

This Resolution has been reviewed with respect to applicability of the California Environmental Quality Ac t (“CEQA”), the State CEQA Guidelines (California Code of Regulations, Title 14, section 15000 et seq., hereafter the “Guidelines”) , and the City’s environmental guidelines; and

The Resolution is not a “project” for purposes of CEQA, as that term is defined by Guidelines section 15378, because this Resolution is an organizational or administrative activity that will not result in a direct or indirect physical change in the environment, per section 15378(b)(5) of the Guidelines; and

All the prerequisites with respect to the approval of this Resolution have been met; now, therefore,

BE IT RESOLVED BY THE SUCCESSOR AGENCY TO THE FORMER
REDEVELOPMENT AGENCY OF THE CITY OF STOCKTON, AS FOLLOWS:

1. The foregoing is true and correct and is a substantive part of this Resolution and all prerequisites to its adoption have occurred.

2. The adoption of this Resolution is not intended to and shall not constitute a waiver by the Successor Agency of any rights the Successor Agency may have to challenge the effectiveness and/or legality of all or any portion of AB x1, 26 or AB 1484 through administrative or judicial proceedings.

3. The ROPS attached hereto as Exhibit 1 and incorporated by this reference, and the administrative budget included on the ROPS are approved.

4. The Successor Agency determines that this Resolution is not a “project” for purposes of CEQA, as that term is defined by Guidelines section 15378, because this 140
Resolution is an organizational or administrative activity that will not result in a direct or indirect physical change in the environment, per section 15378(b)(5) of the Guidelines.

5. The Executive Director, or designee, is hereby authorized and directed to submit the ROPS in accordance with Health and Safety Code section 34177(l)(2).

6. The Executive Director, or designee, is hereby authorized to amend the budget as necessary to conform to the actual amount of tax increment received from the County Auditor-Controller.

7. The Executive Director, or designee, is hereby authorized to make the transfers required by Health and Safety Code section 34191.4(b)(3)(C).

8. The Executive Director, or designee, is hereby authorized to take whatever actions are necessary and appropriate to comply with Health and Safety Code section 34177 and to carry out the purpose and intent of this Resolution.

PASSED, APPROVED a
nd ADOPTED January 10, 2023 .

KEVIN J. LINCOLN II
Chairperson of the Successor Agency
to the Former Redevelopment Agency
of the City of Stockton

ATTEST:

ELIZA R. GARZA, CMC
Secretary of the Board,
Successor Agency to the
Former Redevelopment Agency
of the City of Stockton
141
Stockton City
Recognized Obligation Payment Schedule (ROPS 23‐24) ‐ ROPS Detail July 1, 2023 through June 30, 2024

AB C D E F G H I J K L M N O P Q RSTU V W
Bond
Proceeds
Reserve
Balance   Other Funds   RPTTF   Admin RPTTF
Bond
Proceeds
Reserve
Balance   Other Funds   RPTTF   Admin RPTTF
121,401,403$      15,053,260$   ‐$   5,707,919$      ‐$   1,762,629$      45,000$           7,515,548$      ‐$   ‐$   ‐$   7,492,712$      45,000$           7,537,712$ 18 State Debt Third ‐Party Loans 11/15/2001 8/1/2012
State Department
of Boating and
Waterways
DBAW Palnning
Loan Waterfront 34,964  N  $ ‐  ‐            ‐  ‐  ‐  ‐    $ ‐  ‐            ‐  ‐  ‐  ‐    $ ‐ 46 Loan
to
Waterfront Miscellaneous 6/30/2011
12/31/2099
Low/Moderate
Income Housing
Asset Fund
To cover negative
cash position of
Agency Waterfront             1,106,580  N  $ ‐   $ ‐   $ ‐ 59 Administration
and
Operating
costs of the
Successor Agency Admin
Costs 7/1/2023 6/30/2024 City of Stockton
Annual Budget for
administration
and operation of
the SA  All                250,000  N  $          90,000               45,000   $           45,000               45,000   $          45,000 68 City Loan
repayments
pursuant to HSC
section 34191.4(b)
City/County Loan
(Prior 6/28/11),
Cash exchange 12/1/1980 12/18/2050
City of Stockton
(City 80%,
Low/Mod Income
Housing Fund
20%)
City loans and
advances for
redevelopment
purposes as
reauthorized by
the Oversight
Board on
November 4,
2015, and
approved by the
DOF on December
18, 2015.             1,762,629  N  $    1,762,629          1,762,629   $ 1,762,629   $ ‐
69 2016
Tax
Allocation Bonds,
Series A & B
Bonds Issued After
12/31/10 10/19/2016
9/30/2037
Wells Fargo
Corporate Trust
2016 Tax
Allocation Bonds,
Series A & B All         112,488,374  N  $    7,441,775          5,707,919   $    5,707,919          1,733,856   $    1,733,856 70 2016 Tax
Allocation Bonds,
Series A & B
(Retention for
payment due in
following period)
Bonds Issued After
12/31/10 10/19/2016
9/30/2037
Wells Fargo
Corporate Trust
Retention for debt
service payment
due in following
period for the
2016 Tax
Allocation Bonds,
Series A & B. All             5,758,856   $    5,758,856   $ ‐          5,758,856   $    5,758,856 23‐24B Total
ROPS 23‐24A (Jul‐Dec)
Fund Sources
ROPS 23‐24B (Jan‐Jun)
Fund SourcesDescription Project
Area
Total
Outstanding
Obligation
Retired  ROPS 23‐24
Total  22‐23A TotalItem # Project  Name Obligation  Type Agreement Execution Date
Agreement
Termination Date Payee
EXHIBIT 1
142
Stockton City
Recognized Obligation Payment Schedule (ROPS 23‐24) ‐ Report of Cash Balances July 1, 2020 through June 30, 2021

AB C D E F G H
ROPS 20‐21
Cash Balances (07/01/20 ‐ 06/30/21) Comments
Reserve Balance Other Funds RPTTF
Bonds issued on or
before 12/31/10
Bonds issued on or after
01/01/11
Prior ROPS RPTTF and
Reserve Balances
retained for future
period(s)
Rent, Grants, Interest,
etc. Non‐Admin and Admin
1 Beginning Available Cash Balance (Actual
07/01/20) RPTTF amount should exclude A"
period distribution amount" 5,590,319  63,955
2 Revenue/Income (Actual 06/30/21) RPTTF
amount should tie to the ROPS 20‐21 total
distribution from the County Auditor‐Controller 117,172  12,550,415 3 Expenditures for ROPS 20‐21 Enforceable
Obligations (Actual 06/30/21)  5,590,319  7,053,427
4 Retention of Available Cash Balance (Actual
06/30/21) RPTTF amount retained should only
include the amounts distributed as reserve for
future period(s) 5,628,469
5 ROPS 20‐21 RPTTF Prior Period Adjustment
RPTTF amount should tie to the Agency's ROPS
20‐21 PPA form submitted to the CAC 120,038
6 Ending Actual Available Cash Balance (06/30/21)
C to F = (1 + 2 ‐ 3 ‐ 4), G = (1 + 2 ‐ 3 ‐ 4 ‐ 5)  $ ‐    $ ‐    $ ‐    $ 181,127   $ (251,519) Fund
Sources
Bond Proceeds
No entry required
Pursuant to Health and Safety Code section 34177 (l), Redevelopment Property Tax Trust Fund (RPTTF) may be listed as a source of payment on the ROPS, but only to the extent no other funding source is available or when payment from property tax revenue is required by an enforceable obligation.

EXHIBIT 1
143
City of Stockton
Legislation Text
File #: 22-1179, Version: 1

APPROVE SUBMITTAL OF A SUSTAINABLE GROUNDWATER MANAGEMENT GRANT

APPLICATION TO THE DEPARTMENT OF WATER RESOURCES

RECOMMENDATION
It is recommended that the City Council adopt a resolution approving submittal of a grant application to the Department of Water Resources for the 2021 Sustainable Groundwater Management Grant Program.

It is also recommended that the City Manager be authorized to take appropriate actions to carry out the purpose and intent of this resolution.

Summary
The California Department of Water Resources (DWR) is coordinating the Sustainable Groundwater Management (SGM) Grant Program. The intent of this grant program is to improve groundwater supply and quality by funding the development and implementation of projects adopted under Groundwater Sustainability Plans (GSP).

The City of Stockton is one of the 16-member Groundwater Sustainability Agencies (GSA) that make up the Eastern San Joaquin Groundwater Authority (GWA). The GWA has an adopted GSP with projects that are eligible for SGM Grant Program funds. The GWA grant application will support projects from North San Joaquin Water Conservation District, San Joaquin County and City of Stockton. Each of the project proponents is required to adopt resolutions as Local Project Sponsors to be included with the grant application. If approved by DWR, grant funding will be used to complete the design and construction for the Delta Water Treatment Plant Groundwater Recharge Basin Project that is currently under development and the Disadvantaged Communities (DAC) Advanced Metering Infrastructure (AMI) project.

Staff recommends that the City Council adopt a resolution approving the submission of a $3.5 million grant application, as part of the GWA combined grant application, to the DWR for the 2021 SGM Grant Program.

DISCUSSION
Background
In 2014, California enacted the Sustainable Groundwater Management Act (SGMA). The Eastern San Joaquin Groundwater Subbasin (ESJ Subbasin) has been designated by the DWR as a high- priority basin and in a state of critical overdraft. The GWA is a joint powers authority comprised of 16 member GSAs, duly established in accordance with the SGMA, to adopt and submit a GSP to the DWR.

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File #: 22-1179, Version: 1
The DWR is coordinating the Sustainable Groundwater Management (SGM) Grant Program pursuant to the CA Budget Acts of 2021 and 2022 & Proposition 68, known as the California Drought, Water, Parks, Climate, Coastal Protection, and Outdoor Access for all Act of 2018 (Proposition 68).

Proposition 68 authorizes the Legislature to appropriate a total of at least $120 million to achieve regional sustainability through investments in groundwater recharge with surface water, stormwater, recycled water, and other conjunctive use projects, and projects to prevent or clean up contamination of groundwater that serves as a source of drinking water. (Pub. Resource Code, § 80000 et seq.) (Stats. 2021, Ch. 240, § 80).

Present Situation
The Eastern San Joaquin Subbasin has been designated by DWR as a Critically Over-drafted Basin, and the GWA is eligible to submit a grant application and accompanying spending plan on behalf of the ESJ Subbasin GSAs.

Following DWR grant application acceptance, the GWA will be eligible for a grant award of $3.5 million for tasks and activities that include (1) using the results and conclusions from the geotechnical and hydrogeologic investigation to design a groundwater recharge basin, (2) construction of the groundwater recharge basin with a pipe network, valves, pumps control structures, monitoring wells, production wells, and SCADA communication equipment, and (3) replacing meter reading equipment and software with AMI to allow for water conservation and leak detection in real time for both the City and the customer.

Consistent with the grant program guidelines and solicitation package, the GWA conducted a call for projects from the GSAs and completed a competitive process to evaluate and rank projects to be submitted to the DWR for funding. The projects that were supported by the GWA Board included projects from North San Joaquin Water Conservation District, Stockton East Water District, San Joaquin County, and City of Stockton. Each of the project proponents is required to adopt resolutions as Local Project Sponsors to be included along with the grant application package. If approved by DWR, grant funding will be used to complete the design and construction for the Delta Water Treatment Plant Groundwater Recharge Basin Project and the implementation of the DAC AMI project.

Staff recommends that the City Council adopt a resolution to approve the submission of a $3.5 million grant application, as part of the GWA combined grant application package, to the DWR for the 2021 SGM Grant Program.

FINANCIAL SUMMARY
Financial participation in the GWA activities is normally funded through annual membership fees and is reviewed and approved during the annual Municipal Utilities Department budgeting process.

There is no impact to the General Fund, or any other unrestricted fund, from this action.

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Resolution No.

STOCKTON CITY COUNCIL

RESOLUTION APPROVING SUBMITTAL OF A SUST AINABLE GROUNDWATER

MANAGEMENT GRANT APPLICATION TO THE DEPARTMENT OF WATER RESOURCES

In 2014, the California Legislature passed comprehensive groundwater legislation creating the Sustainable Groundwater Management Act of 2014 (SGMA); and

SGMA requires all high- and medium-priority groundwater Basins to be managed under a Groundwater Sustainability Plan (GSP); and

The Central Delta Water Agency, Central San Joaquin Water Conservation District, City of Lodi, City of Manteca, City of Stockton, Eastside San Joaquin Groundwater Sustainability Agency, Linden County Water District, Lockeford Community Services District, North San Joaquin Water Conservation District, Oakdale Irrigation District, San Joaquin County No. 1, San Joaquin County No. 2, South Delta Water Agency, South San Joaquin GSA, Stockton East Water District, and Woodbridge Irrigation District GSAs have formed the Eastern San Joaquin Groundwater Authority ( ESJGWA) in the Eastern San Joaquin Subbasin in accordance with SGMA; and

The ESJGWA has developed and submitted the Eastern San Joaquin Groundwater Sustainability Plan to DWR by January 31, 2020, and updated it in July 2022 in compliance with SGMA; and

The ESJGWA is eligible to apply for grant funding under Proposition 68 for the implementation of eligible projects for its participants; now, therefore,

BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF STOCKTON, AS FOLLOWS:

1. That an application be made to the Department of Water Resources (DWR) to obtain a grant under the 2021 Sustainable Groundwater Management (SGM) Grant Program SGMA Implementation Grant pursuant to the California Drought, Water, Parks, Climate, Coastal Protection, and Outdoor Access For All Act of 2018 (Pub. Resources Code, § 80000, et seq) and the Budget Acts of 2021 and 2022.

2. T he ESJGWA has the authority and shall enter into a funding agreement with the Department of Water Resources to receive a grant for the: Advanc ing Groundwater Sustainability in the Eastern San Joaquin Subbasin.

3. The President of the ESJGWA, or designee, is hereby authorized and directed to prepare the necessary data, conduct investigations, file such application, execute a funding 146
agreement, execute all documents related to the grant agreement and any future amendments thereto, submit invoices, and submit any reporting requirements with the Department of Water Resources.

4. The City Manager or his designee is hereby authorized to take whatever actions are necessary and appropriate to carry out the purpose and intent of this Resolution.

PASSED, APPROVED, and ADOPTED January 10, 2023 .

KEVIN J. LINCOLN II
Mayor of the City of Stockton

ATTEST:

ELIZA R. GARZA, CMC
City Clerk of the City of Stockton
147
City of Stockton
Legislation Text
File #: 22-0972, Version: 1
ADOPT RESOLUTION TO AUTHORIZE CONTRACT CHANGE ORDER NO. 2 AND

APPROPRIATE AND TRANSFER FUNDING FOR THE ALEXANDRIA AND FIVE MILE SLOUGH

CULVERT REPLACEMENT PROJECT

RECOMMENDATION
It is recommended that the City Council adopt a resolution to:

1. Appropriate additional funds in the amount of $245,000 from the Measure K Maintenance fund balance to the Alexandria and Five Mile Slough Culvert Replacement, Project No. WT19018.

2. Transfer funds in the amount of $375,000 from Project No. WT21016, Grant Match Project, to the Alexandria and Five Mile Slough Culvert Replacement, Project No. WT19018.

3. Authorize Construction Contract Change Order No. 2 in the amount of $470,000 with Sinclair General Engineering Construction, Inc., for the Alexandria and Five Mile Slough Culvert Replacement, Project No. WT19018.

It is also recommended that the City Manager be authorized to take appropriate and necessary actions to carry out the purpose and intent of this resolution.

Summary
On April 19, 2022, by Resolution No. 2022-04-19-1212, Council awarded a Construction Contract in the amount of $708,215 to Sinclair General Engineering Construction, Inc., of Oakdale, CA, to complete the Alexandria and Five Mile Slough Culvert Replacement, Project No. WT19018. This project included replacing the existing corrugated metal pipe culvert beneath Alexandria Place and Five Mile Slough (Attachment A - Vicinity Map).

During construction, constructability issues and unforeseen field conditions changed the character of the project. Consequently, Contract Change Order (CCO) No. 1 in the amount of $170,000 was approved to complete the project on a time and materials basis to enable staff to effectively manage field changes and costs. The project was completed, and staff is closing out the project. CCO No. 2 in the amount of $470,000 is required to pay for the additional work needed for excavation, dewatering, culvert headwalls, and the addition of multiple “aquadams.” Council approval is required for CCO No. 2, as the cumulative amount of CCO Nos. 1 and 2 exceeds the administrative change order authority allowed under the existing contract.

Staff recommends that Council approve CCO No. 2 in the amount of $470,000 with Sinclair General Engineering Construction, Inc. (Exhibit 1). The total revised contract value will be $1,348,215. Staff City of Stockton Printed on 1/4/2023Page 1 of 3
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File #: 22-0972, Version: 1
also recommends approval of additional funding allocations and/or transfers to fully close out the project. The project was substantially completed in October.

DISCUSSION
Background
In October 2017, the Public Works Department finalized the Five Mile Slough and Five Mile Creek Project Study Report (PSR), documenting the roles and responsibilities of public agencies and property owners along Five Mile Slough. The PSR addressed concerns raised by stakeholders near the slough, including those of the group Friends of Five Mile Slough. Replacement of the culvert beneath Alexandria Place was identified as the City’s responsibility in the PSR. The Alexandria and Five Mile Slough Culvert Replacement, Project No. WT19018 was created to address this need and is identified in the 2019-24 Five-Year Capital Improvement Plan.

Design of the Alexandria and Five Mile Slough Culvert Replacement project was completed in November 2021, permits were acquired, and the project was advertised for construction bids.

On April 19, 2022, by Resolution No. 2022-04-19-1212, Council awarded a Construction Contract in the amount of $708,215 to Sinclair General Engineering Construction, Inc., of Oakdale, CA.

The project required the contractor to replace existing pipe culverts under Alexandria Place with a concrete box culvert structure. This section of roadway is situated between two large bodies of water of Five Mile Creek. Consequently, installation of coffer dams on either side of the roadway was required to keep water out of the construction zone. The coffer dams involved installing plastic sheeting and stacking large rock-filled bags in the creek to dam the water out of the construction zone. Maintaining the coffer dams was problematic throughout construction due to the unstable creek bed conditions. The contractor also had to work around an existing AT&T multi-duct bank fiber structure that was not previously identified. The structure needed to be supported over the excavation, and the drainage structure was redesigned to fit under AT&T’s fiber structure.

The constructability issues and unforeseen field conditions encountered during construction significantly changed the character of the entire project. Consequently, CCO No. 1, in the amount of $170,000, was approved to complete the project on a time and materials basis to enable staff to effectively manage field changes and costs. It was anticipated that other field conditions would necessitate additional change order(s) to complete the project.

Present Situation
The project was completed in October, and staff is closing out the project. CCO No. 2, in the amount of $470,000, is required to pay for the additional excavation, additional dewatering for removal of existing deteriorated culverts, culvert headwall changes, and the addition of multiple “aquadams” to help hold back water from the work zone. Council approval is required for CCO No. 2, as the cumulative amount of CCO Nos. 1 and 2 will exceed the administrative change order authority allowed under the existing contract.

Staff recommends Council approve CCO No. 2 in the amount of $470,000 with Sinclair General Engineering Construction, Inc. (Exhibit 1). The total revised contract value will be $1,348,215. Staff City of Stockton Printed on 1/4/2023Page 2 of 3
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also recommends the appropriation and transfer of funds to the project to provide for final closeout costs for the project.

FINANCIAL SUMMARY
The resolution includes the following actions to provide sufficient funding to fund all other construction related costs to complete the project.

1. Appropriate additional Measure K funds from Measure K fund balance in the amount of $245,000 to the Alexandria and Five Mile Slough Culvert Replacement, Project No. WT19018, Account No. 4510-000-80007-300-000-30-45-000-000;

2. Transfer funds in the amount of $375,000 from Project No. WT21016, Grant Match Project, Account No. 4510-000-80007-300-000-30-45-000-000, to the Alexandria and Five Mile Slough Culvert Replacement, Project No. WT19018, Account No. 4510-000-80007-300-000-30-45- 000-000, to provide additional funds for CCO No. 2.

There is no impact to the City’s General Fund or any other unrestricted fund as a result of taking the recommended actions.

Attachment A - Vicinity Map
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ALEXANDRIA AND FIVE MILE SLOUGH CULVERT
REPLACEMENT PROJECT NO. WT 19018

VICINITY MAP

NOT TO SCALE

C)CITYLIMIT

CJ COUNTY LIMIT
LEGEND
0CULVERT REPLACEMENT LOCATION

CITY OF STOCKTON

DEPARTMENT OF PUBLIC WORKS

ATTACHMENT A
151

Resolution No.

STOCKTON CITY COUNCIL

RESOLUTION APPROVING CONTRACT CHANGE ORDER NO. 2 AND APPROPRIATING

AND TRANSFERRING FUNDING FOR THE ALEXANDRIA AND FIVE MILE SLOUGH CULVERT REPLACEMENT, PROJECT NO. WT19018

On April 19, 2022, by Resolution No. 2022-04-19-1212, Council awarded a Construction Contract, in the amount of $708,215 , to Sinclair General Engineering Construction, Inc., of Oakdale, CA, to complete the Alexandria and Five Mile Slough Culvert Replacement, Project No.

WT19018 (formerly PW1918); and

Construction Contract Change Order No. 1, in the amount of $170,000, was approved by the City Manager under the administrative change order authority allowed under the original contract; and

Additional appropriation and transferring of funding are needed to fund all other construction related costs to complete the project; now, therefore,

BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF STOCKTON, AS FOLLOWS:

1. The City Council approves the appropriation of additional funds in the amount of $245,00.00 from the Measure K Maintenance fund balance to the Alexandria and Five Mile Slough Culvert Replacement, Project No. WT19018.

2. The City Council approves the transfer of funds in the amount of $375 ,000 from Project No. WT21016, Grant Match Project, to the Alexandria and Five Mile Slough Culvert Replacement, Project No. WT19018.

3. The City Council a uthorizes Construction Contract Change Order No. 2, in the amount $470,000, with Sinclair General Engine ering Construction, Inc., for the Alexandria and Five Mile Slough Culvert Replacement, Project No. WT19018, a copy of which is attached hereto as Exhibit 1 and incorporated by this reference.

4. The City Manager is hereby authorized to take whatever actions are necessary and appropriate to carry out the purpose and intent of this Resolution.

PASSED, APPROVED, and ADOPTED January 10, 2023 .

KEVIN J. LINCOLN II
ATTEST: Mayor of the City of Stockton

ELIZA R. GARZA, CMC
City Clerk of the City of Stockton
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EXHIBIT 1
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CITY OF STOCKTON