Revisions
Revision to Agenda Item #11
• Revised Attachment B - AB 1600 Report FY2021-22
P
lease see below for changes.
o AB 1600 REPORT FY 2021-22
Section 4 - Public Improvements, Fiscal Year 2021/22 Public Improvements Expenditures table, updates noted below.
• Total Project Funding column for the Green Tree
Extension - $46,825,708.
• % Impact Fee Funded column for the Green Tree
Extension - 41%
• Total Project Funding column for all projects -
$121,168,779
ATTACHMENT B
EXHIBIT A
to Resolution 22-127
Annual Development Impact Fee Report
Fiscal Year Ended June 30, 2022
December 20, 2022
Prepared by:
NBS
for the
CITY OF VICTORVILLE
City of Victorville
City Officials
Debra Jones, Mayor
Leslie Irving, Mayor Pro Tem
Elizabeth Becerra, Councilmember
Blanca Gomez, Councilmember
Officers
Jennifer Thompson, City Clerk
Administrative Team
Keith Metzler, City Manager
Jenele Davidson, Deputy City Manager
Sophie Smith, Deputy City Manager
Andre De Bortnowsky, City Attorney
John Mendiola, City Treasurer/Finance Director
TABLE OF CONTENTS
Development Impact Fee Report ...................................................................................................................................................... 1
1.1 Annual Report ........................................................................................................... 1
1.2 Five-Year Report ........................................................................................................ 2 Current Impact Fees & Capacity Charges ........................................................................................................................................... 4
2.1 Types of Impact Fees, Capacity Charges and Associated Funds ............................... 4
2.2 Current Fee Schedule ................................................................................................ 5 Financial Summary Report................................................................................................................................................................ 6 Public Improvements ....................................................................................................................................................................... 7 Interfund Loans ................................................................................................................................................................................ 8 Refunds ......................................................................................................................................................................................... 10 Attachment – Current Impact Fee Schedule (effective through December 31, 2022)
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Annual Development Impact Fee Report
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DEVELOPMENT IMPACT FEE REPORT
The California Mitigation Fee Act (Government Code Sections 66000 et seq.) mandates procedures for administration of impact fee programs, including collection and accounting, reporting, and refunds. Regarding reporting requirements, the Mitigation Fee Act requires annual reporting for each impact fee fund, and a separate five-year reporting process. This report meets the requirements described in 1.1 Annual Report, below. A combined Annual and Five-Year Report will be provided in future years when needed to meet required reporting timelines.
1.1 Annual Report
Section 66006 (b) (1) requires that once each year, within 180 days of the close of the fiscal year, the local agency must make available to the public the following information for each separate account established to receive impact fee revenues:
1. A brief description of the type of fee in the account or fund; (report section 2)
2. The amount of the fee; (report section 2 and attachment)
3. The beginning and ending balance of the account or fund; (report section 3)
4. The amount of the fees collected and interest earned; (report section 3)
5. Identification of each public improvement on which fees were expended and the amount of the expenditures on each improvement, including the percentage of the cost of the public improvement that was funded with fees; (report section 4)
6. Identification of the approximate date by which the construction of a public improvement will commence, if the City determines sufficient funds have been collected to complete financing of an incomplete public improvement; (report section 4)
7. A description of each inter-fund transfer or loan made from the account or fund, including interest rates, repayment dates, and a description of the improvement on which the transfer or loan will be expended; (report section 5)
8. The amount of any refunds or allocations made pursuant to Section 66001, paragraphs (e) and (f). (report section 6)
The annual report must be reviewed by the City Council at its next regularly scheduled public meeting, but not less than 15 days after the statements are made public, per Section 66006 (b) (2).
Section 66013(d) has similar requirements for capacity charges in that, within 180 days after the close of each fiscal year, the local agency must make available to the public the following information:
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1. A description of the charges deposited in the fund; (report section 2)
2. The beginning and ending balance of the fund and the interest earned from investment of moneys in the fund; (report section 3)
3. The amount of charges collected in that fiscal year; (report section 3)
4. An identification of:
a. Each public improvement on which charges were expended and the amount of expenditure for each improvement, including the percentage of the total cost of the public improvement that was funded with those charges if more than one source of funding was used; (report section 4)
b. Each public improvement on which charges were expended that was completed during that fiscal year; (report section 4) c. Each public improvement that is anticipated to be undertaken I the following fiscal year; (report section 4)
5. A description of each interfund transfer or loan made from the capital facilities fund, including the public improvement on which the transferred or loaned charges are or 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 fund will receive on the loan. (report section 6)
1.2 Five-Year Report
Prior to 1996, The Mitigation Fee Act required that a local agency collecting impact fees was required to expend or commit impact fee revenue within five years or make findings to justify a continued need for the money. Otherwise, those funds had to be refunded. SB 1693, adopted in 1996 as an amendment to the Mitigation Fee Act, changed that requirement in material ways.
Now, Section 66001 (d) requires that, for the fifth fiscal year following the first deposit of any impact fee revenue into an account or fund as required by Section 66006 (b), and every five years thereafter, the local agency shall make all of the following findings for any fee revenue that remains unexpended, whether committed or uncommitted:
1. Identify the purpose to which the fee will be put;
2. Demonstrate the reasonable relationship between the fee and the purpose for which it is charged;
3. Identify all sources and amounts of funding anticipated to complete financing of incomplete improvements for which impact fees are to be used;
4. Designate the approximate dates on which the funding necessary to complete financing of those improvements will be deposited into the appropriate account or fund.
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Those findings are to be made in conjunction with the annual reports discussed above. If such findings are not made as required by Section 66001, the local agency could be required to refund the moneys in the account or fund, per Section 66001 (d).
Once the agency determines that sufficient funds have been collected to complete financing on incomplete improvements for which impact fee revenue is to be used, it must, within 180 days of that determination, identify an approximate date by which construction of the public improvement will be commenced (Section 66001 (e)). If the agency fails to comply with that requirement, it must refund impact fee revenue in the account according to procedures specified in Section 66001 (d).
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CURRENT IMPACT FEES & CAPACITY CHARGES
Development impact fees (DIFs) in the City of Victorville are one-time charges levied on new development in Victorville to fund various infrastructure, facilities, vehicles, and equipment. The basis for these impact fees is presented in the “Development Impact Fee 2006 Update Study” (2006 Study) report, completed by AGAJANIAN & Associates.
2.1 Types of Impact Fees, Capacity Charges and Associated Funds The fees documented in the body of this Annual Development Impact Fee Report (Report) include the following fees listed below. The revenue and expenditures for each fee type is tracked by the City in a separate fund.
Fund No. Fee Name Purpose and Use of the Fee
350 Public Buildings
The purpose of the Public Buildings impact fee is to mitigate the impact of new development on the need for public buildings in Victorville. Funding collected from the public buildings fee will be used for new facilities, capital equipment, or expansion of existing city facilities needed to serve future development. The list of eligible public buildings projects are included in Table 6 of the 2006 Study.
351 Fire Safety
The purpose of the fire impact is to mitigate the impact of new development on the need for fire facilities provided by the City of Victorville. Impact fee funding will be used to provide additional fire facilities to mitigate the impact of new development on the need for those facilities in the City. The list of eligible fire safety projects are included in Table 4 of the 2006 Study. 352 Roads
The purpose of the roads impact fee is to mitigate the impact of new development on the need for road, bridge, interchange, and traffic signal improvements in Victorville. Impact fees will be used to provide additional road, bridge, interchange and traffic signal improvements to mitigate the impact of new development. The list of eligible improvement projects for roadway projects is included in Table 2 of the 2006 Study. Note funds 355 and 356, which are also roads related impact fees, are reported as combined with Fund 352 going forward. The purpose of the Fund 355 Nisqualli impact fee is to mitigate the impact of new development within an area served by the I-15 / Nisqualli Rd. / La Mesa Rd. Interchange. Impact fees have been and will be used to pay for the interchange improvements.
The purpose of the Fund 356 Goodwill impact fee is to mitigate the impact of new development within an area served by the Goodwill (I-15 / Roy Rogers) Interchange. Impact fees have been and will be used to pay for the interchange improvements.
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Fund No. Fee Name Purpose and Use of the Fee
353 Public Safety (Police)
The purpose of Public Safety impact fees is to mitigate the impact of new development on the need for police facilities in Victorville. Impact fee funding will be used to provide additional police facilities to mitigate the impact of new development on the need for those facilities in the City. The list of eligible police safety projects are included in Table 5 of the 2006 Study.
354 Parks and Recreation
The purpose of the parks and recreation impact fees is to mitigate the impact of new development on the need for parks and recreation facilities in Victorville. Fee revenues will be used to fund additional parks and recreation facilities to mitigate the impacts of new development in the City. The list of eligible parks and recreation projects is included in Table 3 of the 2006 Study.
357 Storm drain
Funding collected is to be used for the building of storm drain infrastructure as new development occurs in previously undeveloped areas of the City or in areas with deficiencies as a result of new growth.
410 Water
The purpose of the water capacity charge is to fund the new connections attributable to the impact from new development. Water Capacity Charges are one-time charges to new development connecting to the City of Victorville/Victorville Water District’s water system. 425 Sewer
The purpose of the sewer capacity charge is to fund the new connections attributable to the impact from new development. Sewer Capacity Charges are one-time charges to new development or existing development first connecting to the City of Victorville’s sewer system.
2.2 Current Fee Schedule
The Attachment to this Report provides a copy of Victorville’s Development Impact Fee Schedule active through June 30, 2022. The basis for these impact fees is presented in the “Development Impact Fee 2006 Update Study” (2006 Study) report, completed by AGAJANIAN & Associates. The City also completed a comprehensive impact fee study during the 2021/2022 fiscal year, which was adopted on June 7, 2022 by City Council which will go into effect in the 2022/23 Fiscal Year.
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FINANCIAL SUMMARY REPORT
The following financial summary report provides a statement of revenue, expenditures, and changes in fund balance for each impact fee fund, for the Fiscal Year End June 30, 2022.
Fund No. 350 351 352 353 354 357 410 425
Description
Public
Buildings Fire Safety Roads
Public Safety
(Police)
Parks and
Recreation Storm Drain Water Sewer
REVENUES
Fees 1,088,708 252,601 3,944,649 115,223 3,659,880 358,899 3,330,925 3,209,620 Interest - - - - - - - - Loan Repayments - - 2,693,377 50,715 192,938 162,068 - - Other Revenue1 - - - - 3,757 - - - Transfers In2 1,943,929 2,286,995 - - - - - - Total Revenues 3,032,637 2,539,596 6,638,027 165,938 3,856,574 520,967 3,330,925 3,209,620 Expenditures
Expenditures 4,287 2,143 9,804,719 2,143 19,291 4,287 293 - Loan Payments 3,053,928 2,286,995 - - - - - - Total Expenditures 3,058,215 2,289,139 9,804,719 2,143 19,291 4,287 293 - REVENUES OVER (UNDER) EXPENDITURES (25,578) 250,457 (3,166,692) 163,795 3,837,283 516,680 3,330,633 3,209,620 Fund Balance, Beginning of the Year3 40,539 19,394 10,638,116 597,574 8,737,464 1,385,994 15,610,572 6,207,191 Fund Balance, End of the Year3
14,778 269,760 9,065,862 761,282 12,528,173 1,902,493 19,941,497 9,416,811 1 Fund 354 , escrow refund for overpayment
2 Fund 350, land return/debt dissolution with SCLAA; Fund 351, repayment of loan from General Fund. See Section 5 Interfund Loans for more information 3 Beginning&Ending Fund Balance is presented on a cash basis per trial balance financial reports provided by the City's Finance Department. Water and Sewer Fund balances were also provided by City staff.
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PUBLIC IMPROVEMENTS
This section of the Annual Report identifies each public improvement on which fees were expended and the amount of the expenditures on each improvement, including the percentage of the cost of the public improvement that was funded with fees.
FISCAL YEAR 2021/22 PUBLIC IMPROVEMENT EXPENDITURES
The Mitigation Fee Act also requires annual identification of the approximate date by which the construction of a public improvement will commence, if the City determines sufficient funds have been collected to complete financing of an incomplete public improvement. The projects listed above represent recently completed and/or active (in-progress) uses of impact fee funds in Fiscal Year 2021/22 to complete current capital improvement projects. The City has also identified public improvement projects that have sufficient impact fee funds available to complete, including approximate dates (fiscal year) of construction in the City’s 2022/23 Capital Improvement Plan as adopted by City Council. Outside of these two sources of information, the City has not determined that sufficient funds have been collected to complete financing of any other incomplete public improvements.
Fund Fund Name Project Name Total Project
Funding
Total Impact Fee
Funded Amount
% Impact Fee
Funded
Total Prior Year
Impact Fee
Expenditures
FY 2022 Impact
Fee
Expenditures
Impact Fee
Funding
Remaining
352 Road NISQ/I15 INTERCHANGE-ST CONST 48,860,904$ 22,762,803$ 47% 22,741,318$ 21,485$ 0$ 352 Road 352-60013 Green Tree Blvd Extension $ 46,825,70819,005,393$ 41% 692,143$ 9,218,145$ 9,095,105$ 352 Road 352-60014 Bear Valley Road Bridge over BNSF Railway 23,932,167$ 4,703,140$ 20% 208,812$ 544,968$ 3,949,360$ 410 Water 410-74419 Project Area 31- Pipeline Replacement 1,550,000$ 699,848$ 45% -$ 293$ 699,556$ $ 121,168,77947,171,184$ 23,642,273$ 9,784,890$ 13,744,021$ Development Impact Fees
TOTAL
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INTERFUND LOANS
The Mitigation Fee Act requires a description of each inter-fund transfer or loan made from the account or fund, including interest rates, repayment dates, and a description of the improvement on which the transfer or loan will be expended.
There were no new interfund transfers or loans made between impact fee funds in Fiscal Year 2021/22. However, two loans were paid off during Fiscal Year 2021/22. The loan between Fund 352 Roads and Fund 351 Fire Safety was repaid by the General Fund per City Council direction on May 17, 2022, in the amount of $2,286,536.07. Also, the loan between Fund 350 Public Buildings and SCLAA was terminated during the same Council meeting, by way of transferring property back to SCLAA and nullifying the loan which had a balance of $1,943,928.The following table summarizes all active interfund loans to and/or from the City’s impact fee funds.
FISCAL YEAR 2021/22 INTERFUND LOAN STATUSES
Date of
Loan
Maturity
Date Purpose of Loan
Original
Advance Lender Borrower
Balance
06/30/2022
Interest
Rate 1
06/30/11 06/30/26 City Hall Expansion Project #98005 $ 7,725,000 352 Roads 350 Public Buildings $ 7,201,469 1.37%
06/30/11 06/30/26 City Hall Expansion Project #98005 $ 1,150,000 353 Public Safety 350 Public Buildings $ 1,072,063 1.37%
06/30/11 06/30/26 City Hall Expansion Project #98005 $ 4,375,000 354 Recreation 350 Public Buildings $ 4,078,502 1.37%
06/30/11 06/30/26 City Hall Expansion Project #98005 $ 570,000 352 Roads 350 Public Buildings $ 531,370 1.37%
06/30/11 06/30/26 City Hall Expansion Project #98005 $ 920,000 352 Roads 350 Public Buildings $ 857,651 1.37%
06/30/11 06/30/26 City Hall Expansion Project #98005 $ 3,675,000 357 Storm Drain DIF 350 Public
Buildings $ 3,425,942 1.37%
06/30/11 06/30/26 City Hall Expansion Project #98005 $ 280,000 358 Street Lighting 350 Public Buildings $ 261,024 1.37%
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Date of
Loan
Maturity
Date Purpose of Loan
Original
Advance Lender Borrower
Balance
06/30/2022
Interest
Rate 1
06/30/11 06/30/26 City Hall Expansion Project #98005 $ 395,000 359 Fire Hydrant 350 Public Buildings $ 368,231 1.37%
06/30/11 06/30/26 City Hall Expansion Project #98005 $ 1,200,000 202 Storm Drain Utility 350
Public
Buildings $ -
1.37%
06/30/11 06/30/26 Fire Station #312 Project #98020 $ 2,000,000 352 Roads 351 Fire $ - 1.37% 06/30/11 06/30/26 Fire Station #315 Project #98004 $ 1,742,000 352 Roads 351 Fire $ - 1.37% 06/30/11 06/30/26 Vacant Land-Library Project #98010 $ 1,895,000 455 SCLA 350 Public Buildings $ - 1.37%
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REFUNDS
As discussed in this Section 4 of this report, in Fiscal Year 2021/22, no such determination has been made regarding sufficient funds collected to complete incomplete improvements. Therefore, no refunds were made or required. The refunding requirements for the Mitigation Fee Act are summarized as follows:
Refunds under the Mitigation Fee Act: If the City determines that sufficient funds have been collected to complete financing on incomplete improvements for which impact fee revenue is to be used, it must, within 180 days of that determination, identify an approximate date by which construction of the public improvement will be commenced (Government Code Section 66001 (e)). If the agency fails to comply with that requirement, it must refund impact fee revenue in the account according to procedures specified in Section 66001 (d).
ATTACHMENT
CURRENT IMPACT FEE
SCHEDULE
Residential Development Unit Parks and
Recreation Fire Protection Police Public Buildings Road Improvements Subtotal [1]
Single Family Dwelling Unit 5,046.00$ 329.00$ 139.00$ 1,334.00$ 4,470.00$ 11,318.00$ Multi Family Dwelling Unit 3,847.00$ 232.00$ 98.00$ 717.00$ 2,745.00$ 7,639.00$ [1] Subtotal does not include Water System Capacity fee, Sewer fee and Regional Drainage fee.
Residential Development Water System
Capacity Ch arge
3/4" Meter 5,142.00$
1" Meter 7,672.00$
1‐1/2" Meter 16,671.00$
2" Meter 26,954.00$
3" Meter 54,129.00$
4" Meter 90,250.00$
6" Meter 180,464.00$
8" Meter 283,291.00$
Residential Development Unit Sewer
Single Family EDU 350.00$
Multi Family EDU 350.00$
Residential Development Unit Regional Drainage
Single Family Acre 2,585.00$
Multi Family Acre 2,585.00$
CITY OF VICTORVILLE DEVELOPMENT IMPACT FEES
MASTER FEE SCHEDULE
Residential Development
Effective through 12/31/2022
Residential
Non‐Residential Development Unit Fire Protection Police Public Buildings Road Improvements Subtotal [1] Commercial KSF 170.00$ 170.00$ 1,340.00$ 7,600.00$ 9,280.00$ Industrial KSF 10.00$ 10.00$ 440.00$ 2,980.00$ 3,440.00$ High‐Cube Warehouse KSF 20.00$ 20.00$ 250.00$ 1,580.00$ 1,870.00$ [1] Subtotal does not include Water System Capacity fee, Sewer fee and Regional Drainage fee.
Non‐Residential Development Unit Sewer
Commercial EDU 350.00$
Industrial EDU 350.00$
Hig
h‐Cube Warehouse EDU 350.00$
Non‐Residential Development Unit Regional Drainage
Commercial Acre 2,585.00$
Industrial Acre 2,585.00$
High‐Cube Warehouse Acre 2,585.00$
Non‐Residential Development Water System
Capacity Charge
3/4" Meter 5,142.00$
1" Meter 7,672.00$
1‐1/2" Meter 16,671.00$
2" Meter 26,954.00$
3" Meter 54,129.00$
4" Meter 90,250.00$
6" Meter 180,464.00$
8" Meter 283,291.00$
CITY OF VICTORVILLE DEVELOPMENT IMPACT FEES
MASTER FEE SCHEDULE
Non‐Residential
Effective through 12/31/2022
Non‐Residential
Revision to Agenda Item # 19
• Add Attachment B – Letter of Interest and Resume
received from Kimberly Mesen and Paul Marsh for
consideration to Planning Commission vacancies
December 12, 2022
Mayor Debra Jones
14343 Civic Dr.
Victorville, CA 92393
Dear Mayor Jones,
I write to you today to express my interest in being re-appointed to the Planning Commission. I had the privilege of being appointed in November of 2021 to fill a vacancy on the commission. My time on the commission has been an on-the-job learning experience, but one that I have dived right into and have enjoyed wholeheartedly. If re-appointed to the commission, I will continue to serve diligently. I believe the current commission and staff are doing tremendous work for the future of Victorville, and I would be honored to continue to be a part of that.
Thank you for your consideration and should you have any questions, please feel free to contact me.
Best,
Kimberly Mesen
December 10, 2022
To whom it may concern,
I am submitting this Letter of Interest with hopes that I be considered for a seat on the Victorville Planning Commission. I’ve been a resident of the city of Victorville since 1962 and I currently reside in District 4, Councilman Bob Harriman’s District. As a resident I’ve always been involved in the betterment of Victorville. Some of my areas of involvement has been with the Homeless Solutions Task Force, a city sponsored committee working to address issues involving our homeless population. I participated with the San Bernardino County District Attorney’s community committee. I work with our 1st District Supervisor Ret. Col. Paul Cook’s office as a Community Liaison. I sit on the Veterans Advisory Committee for the County.I’ve participated in the various Sheriff’s community exchange groups, along with other community organizations and clubs. Professionally, I work in the mortgage industry as a Loan Originator for a national lender. I am a Veteran, having served in the Army. I have had the pleasure of serving on the Victorville Planning Commission 2016 – 2020. Serving our city in that capacity I was able to learn a lot about the design and direction of Victorville. It was something that I thoroughly enjoyed participating in. I hope that I will be given consideration again to be able to serve Victorville again as a Planning Commissioner. Thank you.
Best regards,
Paul A Marsh