HomeMy WebLinkAboutLegislative Review - SB 321 (Morrow) Development FeesREQUEST:
DATE:
CONTENTS
Recommendation:
CITY OF PALM DESERT
COMMUNITY SERVICES DEPARTMENT
STAFF REPORT
CONSIDERATION
ACTION ON SB 321
2005
April 14, 2005
SB 321 Language
OF LEGISLATIVE REVIEW COMMITTEE
(MORROW) AT ITS MEETING OF MARCH 22,
By Minute Motion, concur with the action taken by the Legislative Review Committee at its
meeting of March 22, 2005, and direct staff to prepare a letter of opposition for the Mayor's
signature with regard to SB 321 (Morrow) relative to development fees.
Executive Summary:
Passage of SB 321 would require local agencies to determine a proportionality between
development fee use and the attendant development fees.
Background:
Current law authorizes local agencies to charge a variety of fees in connection with the
approval of a development project and provides that in specified actions when 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 fee use and
the type of development project on which the fee is imposed, the amount of the fee, and
the cost of the public facility or portion of the public facility attributable to the development
on which the fee is imposed. SB 321 would require that local agencies determine how
there is a proportionality between fee use and the type of development project on which
the fee is imposed, the amount of the fee, and the cost of the public facility or portion of
the public facility attributable to the development on which the fee is imposed.
The language of SB 321 could possibly add yet one more layer of local bureaucracy to the
permitting process for developers as well as potentially impact the manner in which various
communities throughout the State of California conduct their day-to-day business in this
regard. Mandating a determination regarding the establishment, imposition, and collection
of development fees is not an issue that the Legislature should mandate on a statewide
basis. Therefore, the Legislative Review Committee recommends that the City Council
oppose SB 321 and direct staff to prepare a letter stating that position to appropriate
legislators for the Mayor's signature.
PATRICIA SCULLY, CFEE
SENIOR MANAGEMENT ANALYS
r
,6HEILA R. GILLIGAN
ASSISTANT CITY M N GER/PIO
PAUL S.,,GIBSON
DIR OF FINANCE/CITY TREASURER
CARLOS L. O EGA
CITY MANAGER
SB 321 Senate Bill - INTRODUCED L r
BILL NUMBER: SB 321 INTRODUCED
BILL TEXT
INTRODUCED BY Senator Morrow
FEBRUARY 16, 2005
An act to amend Section 66001 of the Government Code, relating to
development fees.
LEGISLATIVE COUNSEL'S DIGEST
SB 321, as introduced, Morrow. Development: fees.
Existing law authorizes a local agency to charge a variety of fees
in -connection with the approval of a development project, as
defined. Existing law provides that in specified actions 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, among other things, the fee's use and the type
of development project on which the fee is imposed or the amount of
the fee and the cost of the public facility or portion of the public
facility attributable to the development on which the fee is imposed.
This bill would, instead, require that the local agency determine
how there is a rough proportionality between the fee's use and the
type of development project on which the fee is imposed or the amount
of the fee and the cost of the public facility or portion of the
public facility attributable to the development on which the fee is
imposed.
Vote: majority. Appropriation: no. Fiscal committee: no.
State -mandated local program: no.
THE PEOPLE OF THE STATE OF CALIFORNIA DO ENACT AS FOLLOWS:
SECTION 1. Section 66001 of the Government Code is amended to
read:
66001. (a) In any action establishing, increasing, or imposing a
fee as a condition of approval of a development project by a local
agency --G;; -- " 41- 7 — 1, 1., ? P94— , the local
agency shall do all of the following:(1) Identify the purpose of the
fee.
(2) Identify the use to which the fee is to be put. If the use is
financing public facilities, the facilities shall be identified. That
identification may, but need not, be made by reference to a capital
improvement plan as specified in Section 65403 or 66002, may be made
in applicable general or specific plan requirements, or may be made
in other public documents that identify the public facilities for
which the fee is charged.
(3) Determine how there is a
rough proportionality between the fee's use and
the type of development project on which the fee is imposed.
(4) Determine how there is a ab ^
rough proportionality between the need for the
public facility and the type of development project on which the fee
is imposed.
Pagel of 3
http://info.sen.ca.govlpublbilllsenlsb 0301-03501sb 321 bill 20050216 introduced.html 2/21/2005
SB 321 Senate Bill - INTRODUCED
Page 2 of 3
(b) In any action imposing a fee as a condition of approval of a
development project by a local agency Q;; or after r:.r
,°� , the local agency shall determine how there is a
2 ^ ^1"4^. `'i rough proportionality
between the amount of the fee and the cost of the public
facility or portion of the public facility attributable to the
development on which the fee is imposed.
(c) Upon receipt of a fee subject to this section, the local
agency shall deposit, invest, account for, and expend the fees
pursuant to Section 66006.
(d) For the fifth fiscal year following the first deposit into the
account or fund, and every five years thereafter, the local agency
shall make all of the following findings with respect to that portion
of the account or fund remaining unexpended, whether committed or
uncommitted:
(1) Identify the purpose to which the fee is to be put.
(2) Demonstrate a-r�----^- -�_9,-r 4_.
rough proportionality between the fee and the purpose for which
it is charged.
(3) Identify all sources and amounts of funding anticipated to
complete financing in incomplete improvements identified in paragraph
(2) of subdivision (a).
(4) Designate the approximate dates on which the funding referred
to in paragraph (3) is expected to be deposited into the appropriate
account or fund.
When findings are required by this subdivision, they shall be made
in connection with the public information required by subdivision
(b) of Section 66006. The findings required by this subdivision need
only be made for moneys in possession of the local agency, and need
not be made with respect to letters of credit, bonds, or other
instruments taken to secure payment of the fee at a future date. If
the findings are not made as required by this subdivision, the local
agency shall refund the moneys in the account or fund as provided in
subdivision (e).
(e) Except as provided in subdivision (f), when sufficient funds
have been collected, as determined pursuant to subparagraph (F) of
paragraph (1) of subdivision (b) of Section 66006, to complete
financing on incomplete public improvements identified in paragraph
(2) of subdivision (a), and the public improvements remain
incomplete, the local agency shall identify, within 180 days of the
determination that sufficient funds have been collected, an
approximate date by which the construction of the public improvement
will be commenced, or shall refund to the then current record owner
or owners of the lots or units, as identified on the last equalized
assessment roll, of the development project or projects on a prorated
basis, the unexpended portion of the fee, and any interest accrued
thereon. By means consistent with the intent of this section, a local
agency may refund the unexpended revenues by direct payment, by
providing a temporary suspension of fees, or by any other reasonable
means. The determination by the governing body of the local agency of
the means by which those revenues are to be refunded is a
legislative act.
(f) If the administrative costs of refunding unexpended revenues
pursuant to subdivision (e) exceed the amount to be refunded, the
local agency, after a public hearing, notice of which has been
published pursuant to Section 6061 and posted in three prominent
places within the area of the development project, may determine that
the revenues shall be allocated for some other purpose for which
fees are collected subject to this chapter and which serves the
project on which the fee was originally imposed.
http://info.sen.ca.govlpublbilllsenlsb 0301-03501sb_321 bill_20050216 introduced.hft l 2/21/2005