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Annual Mitigation Fee Report for FY ending 06-30-2020 City of Encinitas Annual Mitigation Fee Report Fiscal Year Ended June 30, 2020 Table of Contents Reporting Requirements for Development Impact Fees……………………………………………….1 Description of Development Impact Fees……………………………………………………………… .2 Fund Balance Activity for Fiscal Year Ended June 30, 2020…………………………………………. 3 Project Descriptions and percentage of Impact Fees expended………………………………………4 Reporting Requirements for Development Impact Fees under the Mitigation Fee Act (Government Code § 66000 et seq.) In California, State legislation sets certain legal and procedural parameters for the charging of development impact fees (“DIFs”). This legislation was passed as AB1600 by the California Legislature and is now codified as California Government Code Sections (GC §) 66000 through 66008 (“Mitigation Fee Act”). This State law went into effect on January 1, 1989. GC § 66006(b) states the following requirements as pertains to DIFs: For each separate account or fund established, the local agency shall, within 180 days after the last day of each fiscal year, make available to the public the following information for the fiscal year: (A) A brief description of the type of fee in the account or fund. (B) The amount of the fee. (C) The beginning and ending balance of the account or fund. (D) The amount of the fees collected and interest earned. (E) 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. (F) 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 and the public improvement remains incomplete. (G) A description of each interfund transfer or loan made from the account or fund, including the public improvement on which the transferred or loaned fees will be expended, and, in the case of an interfund loan, the date on which the loan will be repaid, and the rate of interest that the account or fund will receive on the loan. (H) The amount of refunds made (as pursuant to GC § 66001(e)) due to sufficient funds being collected to complete financing on incomplete public improvements, and the amount of reallocation of funds made (as pursuant to GC § 66001(f)) due to administrative costs of refunding unexpended revenues exceeding the amount to be refunded. GC § 65865(e) also requires that in any development agreement entered into on or after January 1, 2004, the City shall comply with GC § 66006 with respect to any fee it receives or cost it recovers. California Gov't Code Section 66006 (b)(1), requires annual reporting of the following information related to impact/mitigation fees assessed and collected: Description of the type of fee in the account or fund Funds 231-232 Park Development Fee and Parkland Acquisition Fees are established in lieu of land dedication for park purposes or in addition to land dedication.Fees are required for residential permits issued before July 1, 2008,and for new moderate,low,very low and extremely low income residential units as defined in Health and Safety Code Sections 50079.5,50093,50105,50106 and by reference in Government Code Section 65585.1. Fees are required for residential subdivisions of 50 lots or less. Funds 233-234 Traffic Mitigation Fees and RTCIP Fees are used to pay for traffic facilities needed to serve the development. Funds will be used to construct main thoroughfares as identified in the Circulation Element Road Map.Fees are required for residential subdivisions of 50 lots or less. Funds 235 Open Space Acquisition Fees are to mitigate the impacts caused by new deveopment to finance necessary public improvements and to pay for new developments share of the construction of these improvements. Fees are assessed per unit of development by development type for residential developments.These fees are calculated using the per capita costs and the population per dwelling unit data. Funds 236 Trail Development Fees are to mitigate the impacts caused by new deveopment to finance necessary public recreational improvements and to pay for new developments share of the construction of these improvements.Fees are assessed per unit of development by development type for residential developments. These fees are calculated using the per capita costs and the population per dwelling unit data. Fund 237 Community Facilities Fees are used to mitigate the cost of improvements to meet the recreational space and facilities standards of new developments.Fees are assessed per unit of development by development type for residential development.These fees are calculated using the per capita costs and the population per dwelling unit data. Fund 238 Fire Mitigation Fees are used to fund the cost of fire department facilities serving new developments.The fees are charged at a variable rate per unit, room or square foot. Fund 239 Flood Control Fees are used to provide for flood control facilities needed to serve the development.Funds will be used to construct planned drainage facilities for the removal of surface and storm waters as shown on the San Diego County Flood Plan of 1977.The fee is calculated at $0.21/square foot of new impervious surfaces. ANNUAL REPORT OF DEVELOPMENT IMPACT/MITIGATION FEES City of Encinitas, California Fiscal Year Ended June 30, 2020 DESCRIPTION OF THE TYPE OF FEES IN THE ACCOUNT OR FUND Attachment 1 California Gov't Code Section 66006 (b)(1), requires annual reporting of the following information related to impact/mitigation fees assessed and collected: Fund 231 Fund 232 Fund 233 Fund 234*Fund 235 Fund 236 Fund 237 Fund 238 Fund 239 TOTALS Park Parkland Traffic RTCIP( Regional Open Space Recreational Community Fire Flood Development Acquisition Mitigation Arterial System)Acquisition Trails Facilities Mitigation Control 1) Amount of the fee:3,959.00$ 6,792.00$ 2,533.15$ 2,533.15$ 438.00$ 168.00$ 571.00$ $Range $482 -$675 $ 0.21/sq. ft. (Single Family Dwelling, existing lot)paved surface 2) Beginning Fund Balance (July 1, 2019)1,617,206$ 3,137,341$ 3,066,807$ 1,463,241$ 1,319,919$ 74,523$ -$ -$ 483,732$ 11,162,769$ Fees Collected 229,636 390,641 1,078,062 157,055 25,407 9,744 33,302 222,837 95,270 2,241,954 Fees Refunded - Interest Earned 53,052 113,978 141,674 33,642 37,919 2,940 - - 18,915 402,120 Total Revenues 282,688 504,619 1,219,736 190,697 63,326 12,684 33,302 222,837 114,185 2,644,074 Capital Expenditures (611,796) (400,180) (138,008) (1,082,003) - - - - (53,927) (2,285,914) General Fund Transfers Out (410,000) a (410,000) Debt Service Transfer Out - - - - - - (33,302) b (222,837) c - (256,139) Ending Fund Balance (June 30, 2020)1,288,098 3,241,780 4,148,536 571,935 973,245 87,207 - - 543,990 10,854,791 Less prior year General Fund transfers included in beginning fund balance (590,000)(590,000) Adjusted Ending Fund Balance (June 30, 2020) 1,288,098 3,241,780 4,148,536 571,935 383,245 87,207 - - 543,990 10,264,791 Current Unspent Committed Funds in Approved Projects 1,137,396 2,970,816 2,383,190 384,088 337,530 64,335 - - 95,745 7,373,100 Available fees as of June 30, 2020 150,702$ 270,964$ 1,765,346$ 187,847$ 45,715$ 22,872$ -$ -$ 448,245$ 2,891,690$ 3) There were three inter-fund transfers made in FY2020 a A transfer was made for $ 410,000 from the Open Space Acquisition Fund to return funds to the General Fund b A transfer was made for $ 33,302 from the Community Facilities Fund to the General Fund for the repayment of an interfund loan for the construction of the Library c A transfer was made for $ 222,837 from the Fire Mitigation Fund to the General Fund for the repayment of an interfund loan on the construction of Fire Stations 2 and 5 ANNUAL REPORT OF DEVELOPMENT IMPACT/MITIGATION FEES FOR FISCAL YEAR ENDED JUNE 30, 2020 City of Encinitas, California Description Attachment 2 Requirement E of Section 66006-Identify for the Fiscal Year each public improvement on which fees were expended, the amount of expenditures on each improvement including the total percentage of the cost of the public improvement that was funded with the fees. Row Labels Project Expenditures Fee Funding Expenditures Funding from Other Sources % of Cost Funded by Fees Project Status Status 231 - PARK IMPROVEMENT FEE CP14A - OLYMPUS PARK 611,795.83 611,795.83 - 100.0%Project Started Construction is approximately 50% complete with a Park opening anticipated around the end of 2020. 232 - PARKLAND ACQUISITION FEE CP04G - PARK IMPROVEMENT PROJECTS 226,025.69 78,166.67 147,859.02 34.6%Project Started The Parks, Recreation and Cultural Arts Department identifies improvement projects for park and recreational facilities on an annual basis, with majority funding from cell tower lease agreements. Projects may include, but are not limited to, the replacement of various park/beach/trail amenities and rehabilitation of existing facilities/amenities. The playground replacement project at Moonlight State Beach was completed September of 2020. CP14A - OLYMPUS PARK 322,013.08 322,013.08 - 100.0%Project Started Construction is approximately 50% complete with a Park opening anticipated around the end of 2020. 233 - TRAFFIC MITIGATION FEE CS02F - TRAFFIC SAFETY AND CALMING 71,484.42 481.32 71,003.10 0.7%Ongoing Master Program - ongoing. CS02G - TRAFFIC SIGNAL MODIFICATIONS 33,923.14 28,538.87 5,384.27 84.1%Ongoing Master Program - ongoing. CS07B - ENC COMM PARK OFF-SITE IMPROVE 18,902.50 18,902.50 - 100.0%Project Started Phase I (North side and undergrounding) complete. Remaining unimproved segments are now included in the Santa Fe Dr Corridor Improvements Project (CS19E). Project complete. CS11C - LA COSTA AVENUE IMPROVEMENTS 31,610.64 9,850.62 21,760.02 31.2%Project Started La Costa Avenue at North Coast Highway 101 to be improved as a signalized intersection that was coordinated with Encinitas Beach Resort Improvements. A portion of these improvements are complete. Other remaining improvements include a traffic signal at La Costa and Vulcan as well as other pedestrian improvements. CS18E - GENERAL MOBILITY IMPROVEMENTS 225,978.57 72,796.95 153,181.62 32.2%Ongoing Master Project for general mobility improvements. CS19E - SANTA FE DR CORRIDOR IMPROVEMENTS 110,802.76 7,437.50 103,365.26 6.7%Project Started Design contract was awarded Spring 2020 and construction is expected to start in 2021. 234 - REGIONAL TRAFFIC MITIGATION FE CS16F - EL PORTAL PED/BIKE UNDERPASS PROJ 5,399,793.21 1,082,002.81 4,317,790.40 20.0%Project Started City approved full funding for the Construction Phase and SANDAG is administering construction. Construction contract has been executed and is expected to begin in Winter 2020 and be completed in Fall 2022. 239 - FLOOD CONTROL FEE CD05E - STORM DRAIN REPAIR 53,995.63 13,877.00 40,118.63 25.7%Project Started Ongoing Master Project. CD17B - 5YR HABITAT-BIOLOGICAL & MONITORING 15,259.33 15,259.33 - 100.0%Project Started The 5 year maintenance and monitoring of the El Camino Real Channel Storm Drain began in June 2016 and will end in Fiscal Year 2021. WD16A - S LEUCADIA STORM DRAIN 24,790.20 24,790.20 - 100.0%Ongoing Scope shifted to Orpheus Avenue Drainage Project. Project design is complete. Additional funding for construction is needed. Estimated start date is fiscal year 2022. Grand Total 7,146,375.00 2,285,912.68 4,860,462.32 32.0% ANNUAL REPORT OF DEVELOPMENT IMPACT/MITIGATION FEES IDENTIFICATION OF PUBLIC IMPROVEMENT PROJECTS FOR WHICH MITIGATION FEES WERE EXPENDED FOR FISCAL YEAR ENDED JUNE 30, 2020 City of Encinitas, California Attachment 3