HomeMy WebLinkAboutReso 74-2007RESOLUTION NO. 74-2007
CITY COUNCIL, CITY OF SOUTH SAN FRANCISCO, STATE OF CALIFORNIA
A RESOLUTION ADOPTING A GENERAL PLAN
MAINTENANCE FEE TO RECOVER CITY COSTS
INCURRED IN UPDATING THE GENERAL PLAN AND
PREPARING RELATED ENVIRONMENTAL DOCUMENTS.
WHEREAS, the State of California requires that all local agencies prepare and adopt a
general plan and recommends that the local agency update the; general plan at least one every ten
years; and
WHEREAS, the South. San Francisco General Plan (also known as the 1999 General
Plan) was adopted unanimously by the City Council in October 1999 and is currently in place;
and
WHEREAS, all. elements of the General Plan include implementing policies-which
represent commitment to specific actions and programs-and, in effect, constitute an
implementation program for the plan; and
WHEREAS, the 1999 General Plan contains policies on the maintenance and
improvement of residential and non-residential development, with a development buildout
established in 2020 and includes necessary infrastructure improvements; and
WHEREAS, since adoption of the 1999 General Plan, the City embarked upon many of
the implementing strategies such as establishment of the SSF BART Linear Park, adoption of the
Housing Element, detailed planning for areas around the South San Francisco BART Station,
establishment of the Child Care Ordinance and fee, implementation of the Transportation
Demand Management (TDM) Ordinance and fee, revision to the City's Second Unit Ordinance,
approval of the East of 101 Traffic Improvement Program, and preparation of engineering
studies for several of the new street proposals. In most cases, the City set aside General Fund
budget to fund the professional services; and
WHEREAS, under state law, every city must have a legally adequate and up-to-date
general plan; and
WHEREAS, the City will prepare a future update 'to the 1999 General Plan, and the
preparation of the future general plan and necessary environmental documents will result in
significant costs for materials and labor by both staff and consultants; and
WHEREAS, a legally adequate and current genera plan benefits those who develop
property in the City and property owners who apply for various entitlements to use their
property, in part because the City cannot approve development without a determination that it is
consistent with a legally adequate general plan. Moreover, property owners benefit from land use
planning, including a general plan that is based on current ]land uses, circulation, housing, and
other important elements of the City's development; and
WHEREAS, because state law requires that all cities maintain current general plans and
that development circumstances within the city will change, it will be necessary to eventually
prepare and adopt a future general plan and the associated er.~vironmental documents before the
buildout period identified in the 1999 General Plan; and
WHEREAS, Government Code Section 66014 enables cities to collect fees "reasonably
necessary to prepare and revise the plans and policies that a. local agency is required to adopt
before it can make any necessary findings and determinations." The law enables local
governments to charge fees for zoning variances, zoni,nl; changes, use permits, building
inspections, building permits, filing, processing applications, processing maps, and planning
services. The fees may include the costs reasonably necessary to prepare a general plan and the
implementation programs. However, the fees may not exceed the estimated reasonable cost of
providing the service for which the fee is charged; and
WHEREAS, the City has prepared a Report, "General Plan. Maintenance Fee," to reflect
the reasonable costs of providing the subject services and is attached to Exhibit A; and
WHEREAS, the General Plan Maintenance Fee would allow the City to fund a future
comprehensive update of the General Plan and defray the ongoing costs associated with
maintaining the General Plan policies and programs. The fees would be used primarily to fund
outside consulting services. City staff is proposing to attach a surcharge on all building permits
that would be used to fund the future General Plan update. The proposed fee would be 0.15
percent on the assessed value of a project and would be collected at the time the building permit
is issued; and
WHEREAS, staff recommends modification of the Master Fee Schedule for 2007-08
fiscal year as set forth in Exhibit A, "General Plan Maintenance Fee," of this resolution; and
WHEREAS, the new fee reflects the reasonable costs of providing the subject services.
NOW, THEREFORE, BE IT RESOLVED by the (:ity Council of the City of South San
Francisco that the City Council hereby approves the Master Free Schedule as modified to include
the General Plan Maintenance Fee specified in the staff report and attached as Exhibit A hereto.
I hereby certify that the foregoing Resolution was rel;ularly introduced and adopted by
the City Council of the City of South San Francisco at a regular meeting held on the l lrh day of
July, 2007 by the following vote:
AYES: Councilmembers Mark N. Addiego, Joseph A lrernekes and Kahl Matsumoto,
Vice Mayor Pedro Gonzalez and Mayor Richard A. Garbarino
NOES:
ABSTAIN:
ABSENT: None
ATTEST:
L
EXHIBIT A
GENERAL PLAN MAINTENANCE FEE REPORT
General Plan Requirement
The State of California requires that all local agencies prepare and adopt a general plan. The
State recommends that the local agency update the general plan at least once every ten years. The
South San Francisco General Plan was adopted unanimously by the City Council in October
1999 and is currently in place. All elements of the General Plan include implementing policies-
which represent commitment to specific actions and programs-and, in effect, constitute an
implementation program for the plan.
Although legally adequate and current, the1999 General Plan is approaching its tenth anniversary
and will need to be updated. The 1999 General Plan and Environmental Impact Report planned
for residential and non-residential development until 2020, which included the need to provide
necessary infrastructure to support the growth. Due to the extraordinary growth in Research &
Development ("R&D")/Office uses since 2002, the City may reach its General Plan buildout in
the East of 101 area by 2016. Therefore, City staff must begin to plan for and fund a future
general plan update.
Collection of Fees
California Government Code Section 66014 enables cities to collect fees "reasonably necessary
to prepare and revise the plans and policies that a local agency is required to adopt before it can
make any necessary findings and determinations." The law enables local governments to charge
fees for zoning variances, zoning changes, use permits, building inspections, building permits,
filing, processing applications, processing maps, and planning services. The fees may include
the costs reasonably necessary to prepare a general plan and the implementation programs.
However, the fees may not exceed the estimated reasonable cost of providing the service for
which the fee is charged. Since 2002, several Bay Area cities have approved a General Plan
Maintenance Fee, which is collected at the time of building permit issuance and is based on a
development project's construction value.
Purpose of the General Plan Maintenance Fee
The General Plan Maintenance Fee (Fee) would allow the City of South San Francisco to fund a
future comprehensive update of the General Plan and defray the ongoing costs associated with
maintaining the General Plan policies and programs. The fees would be used primarily to fund
outside consulting services. City staff is proposing to attach a surcharge on all building permits
that would be used to fund the future General Plan update. The proposed Fee Valuation Rate
would be 0.0015 of the value of a project, as calculated for the purposes of the issuance of
building permits, and would be collected at the time the building permit is issued.
Exhibit A
Subject: General Plan Maintenance Fee Report
Date: July II, 2007
Page 2
Projects Subject to the General Plan Maintenance Fee
General Plan Maintenance Fee Imposed
A General Plan Maintenance Fee (Fee), using a Valuation Factor of .0015, shall be imposed on
and paid by applicants of all new residential projects, residential additions and non-residential
projects at the times, and in the amounts, and otherwise apply and be administered as prescribed
below.
Application of and Time of Payment of Fee
All new residential projects, residential additions and non-residential projects shall pay the fee at
the time of issuance of a building permit. The new residential projects, residential additions and
non-residential projects are subject to the adopted floor area ratios, development standards and
design standards identified in the South San Francisco General Plan, the East of 101 Area Plan
and the South San Francisco Municipal Code, and may include the following approvals:
a. An amendment to the General Plan or a specific plan;
b. A specific plan or precise plan;
c. A land use, conditional use, construction, building, or similar permit such as
electrical, mechanical, plumbing, or fire;
d. A variance;
e. A tentative subdivision or parcel map;
f. Site development review;
g. A development agreement;
h. Rezoning;
1. Residential and non-residential Design Review;
J. Any other discretionary approval granted by the Economic and Community
Development Director, Chief Planner, Planning Commission, or City Council for
which a finding of consistency with the General Plan is required by state law.
Proiects That Would be Exempted From The Fee
Minor building, electrical, mechanical and plumbing subcategory permits that constitute minor
alterations and do not add additional square feet of living area, storage or garage space on
residential properties (such as a roof replacement) would not be subject to the Fee.
Estimated Project Costs
Following adoption ofthe 1999 General Plan, the City embarked upon many of the
implementing strategies, such as establishment of the SSF BART Linear Park, adoption of the
Housing Element, detailed planning for areas around the South San Francisco BART Station,
establishment of the Child Care Ordinance and fee, implementation of the Transportation
Exhibit A
Subj ect: General Plan Maintenance Fee Report
Date: July 11, 2007
Page 3
Demand Management (TDM) Ordinance and fee, revision to the City's Second Unit Ordinance,
approval of the East of 101 Traffic Improvement Program, preparation of the comprehensive
Zoning Ordinance update, and preparation of engineering studies for several of the new street
proposals. In most cases, the City allocated General Fund budget dollars, totaling approximately
$775,000 between 2001 and 2007, to fund these projects and studies. Table 1 lists the anticipated
projects and the estimated costs of maintaining the existing General Plan and preparing for and
maintaining the future General Plan and implementation studies.
Table 1: List of Anticipated Pro;ects to Prepare and Implement General Plan Policies
Task Responsibility General Plan Costs
Future General Plan Preparation
General Plan Preparation Consultant Professional Services $600,000-$900,000
Environmental Impact Report Consultant Professional Services $400,000-$500,000
Community Outreach In-house Staff and Consultant $50,000
Professional Services
Administration and In-House Staff(assumed as 15 $157,500-$210,000
Productions percent of Consultant Contract)
Future Annual Review and In-House Staff $100,000
Five Year Review
Housing Element Update In-house Staff and Consultant $80,000-$125,000
Professional Services
Subtotal $1,337,500-$1,735,000
Current and Future General Plan Maintenance
Oyster Point Plan In-house Staff and Consultant $60,000 (Planning)
Professional Services $125,000 (Geotechnical
Analysis)
Lindenville Plan and In-house Staff and Consultant $150,000
environmental document Professional Services
East of 101 Area Plan update In-house Staff and Consultant $225,000
and environmental document Professional Services
El Camino & Chestnut Plan In-house Staff and Consultant $175,000
and environmental document Professional Services
Zoning Ordinance Update In-house Staff and Consultant $275,000
Professional Services
Downtown Transit Village In-house Staff and Consultant $125,000
Plan Professional Services
Subtotal $1,065,000
Total $2,402,500 - $2,800,000
Sources: The costs listed above are estimates only, based on discussions with consultants
companies and Staff's recent experience managing similar projects. The amount of the services
may increase over time.
Exhibit A
Subject: General Plan Maintenance Fee Report
Date: July 11, 2007
Page 4
Estimated Valuation Factor to Determine the Fee
Table 2 shows the total combined valuation for commercial and residential properties from the
fiscal year ending in June 1997 to the fiscal year ending in June 2005. The potential revenues
from the new Fee would vary according to the percentage, listed below. The average of the
combined valuation over the nine year period is approximately $185 million; however, the table
also indicates that the building permit valuations are cyclical, with five fiscal years below $165
million and four fiscal years over $200 million. As noted above, the City experienced
unprecedented development and growth during this period, primarily in the East of 101 area due
to growth in the R&D/Office market.
]', hI 2 P' I Y; B 'ld' P 't V; I t'
a e : lsea ear Ul Inf! erml a ua IOns
Total Combined Valuation Rates
Fiscal Residential &
Year Commercial 0.0015 0.0025 0.0033 0.0050
Valuation
1997 $105,001,522 $157,502.28 $262,503.81 $346,505.02 $ 525,007.61
1998 $131,827,390 $197,741.09 $329,568.48 $435,030.39 $ 659,136.95
1999 $160,583,691 $240,875.54 $401,459.23 $529,926.18 $ 802,918.46
2000 $202,248,677 $303,373.02 $505,621.69 $667,420.63 $1,011,243.39
2001 $293,353,906 $440,030.86 $733,384.77 $968,067.89 $1,466,769.53
2002 $282,675,865 $424,013.80 $706,689.66 $932,830.35 $1,413,379.33
2003 $162,992,146 $244,488.22 $407,480.37 $537,874.08 $ 814,960.73
2004 $112,940,152 $169,410.23 $282,350.38 $372,702.50 $ 564,700.76
2005 $211,271,900 $316,907.85 $528,179.75 $697,197.27 $1,056,359.50
Source: The City of South San Francisco, California, Comprehensive Annual Reports, 2002 -
2005.
Average of Valuations 0.0015 0.0025 0.0033 0.0050
from 1997 to 2005
$184,766,138.78 $277,149.21 $461,915.35 $609,728.26 $923,830.69
Fee Calculation and Basis
City staffhas developed a Fee designed to recover the cost of preparing the General Plan, as well
as its maintenance and including other policy documents necessary to make findings and
determinations in the development process. Staff estimates that the consultant and in-house staff
costs associated with the preparation of the General Plan, environmental impact report, and
implementing documents would be $2.8 million dollars. (See Table 1)
The proposed Fee is calculated by dividing the anticipated costs for preparing the General Plan
and associates implementation programs ($2.8 million dollars) by a ten-year period, which
results in need to set aside $280,000 per year. As Table 2 shows, the Valuation Rate of 0.0015,
Exhibit A
Subject: General Plan Maintenance Fee Report
Date: July 11,2007
Page 5
if applied to the appropriate building permits for new residential, residential additions and non-
residential projects, would result in the necessary level of revenue annually. Minor building
permits that constitute minor alterations on residential properties (such as a roof replacement and
a new water heater) would not be subject to the fee. Based on the Average of Valuations at the
bottom of Table 2, the proposed Fee could generate $277,149.21 annually or $2.8 million dollars
in ten years. The proposed Fee would be consistent with Government Code Section 66014, as it
does not exceed the estimated reasonable costs for preparing and maintaining the General Plan.
The following example illustrates how the proposed Fee would be applied to a specific project.
The calculation would apply to all new residential projects, residential additions and non-
residential projects.
Sample Project
UBC Construction
Valuation
Size of project @
$107/s.f. = $214,000
Valuation
Factor
0.0015
General Plan
Maintenance Fee
$321.00
New Single Family
Residential Unit -
2,000 s.f.
x
=
Fiscal Impact
The new Fee represents a source of revenue to compensate the City for the costs of preparing and
maintaining the General Plan. The Fee would go into a special account to fund the future General
Plan update and the associated professional services, in-house staffproject management,
community outreach programs, noticing, brochures, and several public meetings. The costs for
administering the Fee program are included in the estimated costs to prepare the General Plan
update. Thus, the new Fee would offset the financial impact on the City's General Fund.
Currently, the Planning Division uses in-house staff and the General Fund budget to undertake
the following important tasks:
· Implement economic development programs, including staff support for the Bio 2007
International Convention in Boston, MA, design and printing of marketing materials, and
preparation of an updated economic analysis of the biotechnology cluster.
· Processes current planning applications, particularly those within the Redevelopment
Area and for commercial and industrial properties.
· Provides staff support to the Redevelopment Agency.
· Coordinates planning activities and projects with actions of other City departments.
· Oversees and coordinates changes to the City's General Plan; reviews, prepares
comments, and reports on a variety oflong-range and ongoing projects.
To supplement staffs work, the City currently relies on a limited amount of professional services
to prepare environmental documents, Zoning Ordinance updates, the Oyster Point Marina
Concept Plan, the updated the East of 101 Transportation Fee, and entitlements for the Terrabay
Exhibit A
Subject: General Plan Maintenance Fee Report
Date: July 11, 2007
Page 6
Phase III project. The City requires private developers to pay for consultant services for a
specific project. However, City sponsored projects, such as the South San Francisco BART
Transit Village Plan, are funded through the General Fund budget.
Benefits to the City and Property Owners
The proposed General Plan Maintenance Fee would assist both the City and property owners. A
legally adequate and current general plan benefits those who wish to develop property in the City
and property owners who apply for various entitlements to use their property, in part because the
City cannot approve development without a determination that it is consistent with a legally
adequate general plan. Moreover, property owners benefit from land use planning, including a
general plan that is based on current land uses, circulation, housing, and other important
elements of the City's development.