HomeMy WebLinkAboutResolution 2011-73 Update Coachella Valley Multiple Species Habitat Conservation Plan / Natrual Community Conservation Plan and Nexus Study Dated May 16, 2011CITY OF PALM DESERT
DEPARTMENT OF COMMUNITY DEVELOPMENT
STAFF REPORT
REQUEST: CONSIDERATION OF AN ORDINANCE AMENDING TITLE 3,
CHAPTER 3.46 OF THE PALM DESERT MUNICIPAL CODE,
UPDATING THE COACHELLA VALLEY MULTIPLE SPECIES
HABITAT CONSERVATION PLAN / NATURAL COMMUNITY
CONSERVATION PLAN AND THE LOCAL DEVELOPMENT
MITIGATION FEE NEXUS STUDY DATED MAY 16, 2011, AND
ADOPTION OF A RESOLUTION ADOPTING THE LOCAL
DEVELOPMENT MITIGATION FEE SCHEDULE APPLICABLE TO
NEW DEVELOPMENT WITHIN THE CITY OF PALM DESERT.
SUBMITTED BY: Tony Bagato, Principal Planner
DATE: July 14, 2011
CONTENTS: Draft Resolution
Draft Ordinance
Coachella Valley Conservation Commission 2011 Nexus Study
Desert Sun Legal Notice
Recommendation:
That the City Council waive further reading and:
1) Approve Resolution No. 2111-'Adopting the findings and establishing the
Mitigation Fee from the Nexus Study for the Local Development Mitigation
Fee in satisfaction of the requirements of the Mitigation Fee Act, and;
2) Approve Ordinance No. 1226 Revising Chapter 3, Section 3.46 of the
Palm Desert Municipal Code for the Local Development Mitigation Fee.
Executive Summary:
In 2008, the City of Palm Desert established fees for the funding of the Multi -Species
Habitat Conservation Plan (MSCHP). Since 2008, concerns with funding the plan have
been raised, and in 2010, the Coachella Valley Conservation Commission (CVCC) directed
CVAG staff to prepare a new Nexus Study. The Nexus Study is complete and being
considered for adoption. The fees proposed to be collected from new development will be
slightly lower from what they are today. The following table illustrates the fee changes, both
with and without Desert Hot Springs being added as a Local Permittee:
Staff Report
MSCHP Local Development Mitigation Fee Ordinance
July 14, 2011
Page 2 of 5
Current fees
Proposed fees
based on 2007
from 2011
Nexus Study
Nexus Study
Commercial/Industrial
$5,730
$5,600
per acre
Residential
0-8 units per unit
$1,284
$1,254
8.1-14 units per unit
$533
$521
14+ units per unit
$235
$230
The changes to the fee do not impact the City of Palm Desert financially. As a side note,
staff is continuing negotiate with Ponderosa Homes located on Gerald Ford Drive as to
determine how the old ordinance and new ordinance and proposed fee will impact the
project.
Background:
The implementation of the Local Development Mitigation Fee (LDMF) and the overall
financing of the Coachella Valley Multiple Species Habitat Conservation Plan (MSHCP)
have been serious concerns for several years. At the direction of the Coachella Valley
Conservation Commission (CVCC), the attached Nexus Study for the Local Development
Mitigation Fee, Revised Fee Ordinance, and Resolution have been prepared to address
these concerns.
The CVCC directed staff to prepare a new Nexus Study in January 2010. CVCC staff
worked with the Nexus consultant, Willdan Financial Services, to develop funding scenarios
that would address the numerous changes in potential revenue for the MSHCP since the
2007 Nexus Study without raising the current fee. Throughout the process a CVCC
Subcommittee of Chair Richard W. Kite, Councilman Bill Powers, and Mayor Eduardo
Garcia provided guidance. Potential funding scenarios and the results of the Nexus Study
were discussed with the U.S. Fish and Wildlife Service, California Department of Fish and
Game, Desert Valleys Builders Association, Building Industry Association, Riverside
County, Sierra Club, Friends of the Desert Mountains and representatives of the Permittees.
Representatives of the Desert Valleys Building Association and the Sierra Club have
spoken in support of the proposed revisions to the LDMF at CVCC meetings.
The LDMF in the 2007 Nexus Study was only to be used for land acquisition -related costs.
The average value of land and the rate of development that would generate the LDMF have
changed significantly since 2007. The costs for land management, biological monitoring and
the establishment of an endowment, were to be funded by the existing County tipping fee
on waste generated in the Coachella Valley and fees generated by the Eagle Mountain
Landfill. Furthermore, the Eagle Mountain Landfill was expected to generate a sufficient
stream of revenue such that a loan from the Eagle Mountain Landfill income could be made
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Staff Report
MSCHP Local Development Mitigation Fee Ordinance
July 14, 2011
Page 3 of 5
to the land acquisition program; this loan would have made it possible for the approximately
90,000 acres expected to be acquired by CVCC to be completed in 30 years.
In November 2009, the United States Court of Appeals for the Ninth Circuit confirmed a
lower court ruling that the federal land swap for Eagle Mountain Landfill was deficient.
While Eagle Mountain Landfill may yet overcome legal challenges, it is not being considered
as a revenue source in the new Nexus Study. The existing County tipping Fee is also down
about one third from what was expected in 2007 when the funding plan was developed.
Furthermore, the 2007 Nexus Study anticipated that development would continue at the
same rate as the period from 1988 to 2004, 1,370 acres per year. The rate of development
in the last year for the Coachella Valley jurisdictions participating in the MSHCP was less
than 20% of the historical average year.
In order to determine current land values in all the Conservation Areas for use in the Nexus
Study, a Market Study was prepared by Mike Scarcella, Capital Realty Analysts. As would
be expected in current market conditions, the average per acre value of $2,739 per acre
was found to be lower than the average per acre value of the 2006 Market Study of $3,729
per acre. Most notable, however, is the distribution of value changes across the
Conservation Areas. Much of the land within Conservation Areas is extremely remote, has
little development potential and has changed little in value since 2006. In contrast, the
portion of land on the Valley floor with realistic development potential in areas like
Thousand Palms has significantly declined in value since 2006, but these areas are still, on
average, much higher values per acre than the average acre values across all conservation
areas. CVCC has focused acquisition efforts in these areas as they contain some of the
most biologically sensitive properties with the greatest development threat.
In considering the findings of the Market Study and the CVCC practice of purchasing the
most biologically sensitive land with the greatest development potential, the possibility of
revising the acquisition period from 30 years to 45 years and following CVCC practice on
future land acquisition was explored. This approach allows CVCC to bargain hunt sensitive
land today avoiding what are likely to be much higher prices when the economy recovers.
Under this scenario the LDMF could fully fund the MSHCP at an amount slightly less than
the current fee.
The Nexus Study presents the technical documentation required to update the LDMF. The
analysis recognizes the following changes in key program assumptions:
• An increase in the acquisition period from 30 years to 45 years.
An exemption for projects that were begun before October 1, 2008 (date of
MSHCP permit) and meet strict criteria.
• Land acquisition for the Reserve System that occurred since late 2006 has
reduced the amount of acreage CVCC must acquire in future years.
GAPlanning\Tony Bagato\Staff Repo rts\CVAG\MSHCP FEE\City Council Staff Report Multiple Species Fee.doc
Staff Report
MSCHP Local Development Mitigation Fee Ordinance
July 14, 2011
Page 4 of 5
• Land price estimates have been adjusted to reflect the CVCC's recent
experience and priority locations in the short run, and updated market study
values in the long run.
• Estimates of annual land development have been revised downward to reflect
actual, recent development patterns in the Coachella Valley and the
constraints of the current economic climate.
• Eagle Mountain Landfill is no longer considered a source of revenue.
• The City of Desert Hot Springs (DHS) has begun the process of a Major
Amendment to the MSHCP so that the city can be a Local Permittee. The
Nexus Study considers both the current status of the MSHCP without DHS
and the adjustment to the LDMF when DHS becomes a Permittee. If DHS is
added, the fee will be reduced by 8% and a new fee schedule will be
proposed at a later time.
The Nexus Study supports lowering the LDMF from $5,730 to $5,600 per disturbed acre.
The residential per unit fee is adjusted accordingly as shown in the table below.
Current based
2011 Nexus
on 2007 Nexus
Study
Study
Commercial/Industrial
$5,730
$5,600
per acre
Residential
0-8 units per unit
$1,284
$1,254
8.1-14 units per unit
$533
$521
14+ units per unit
$235
$230
The revised ordinance maintains most of the language of the original ordinance. The major
changes are:
• Language changes to reflect that the revised fee supports conservation in perpetuity
including land acquisition, land management, biological monitoring, law enforcement
and administration.
• An exemption for projects that were begun before October 1, 2008 (date of MSHCP
permit) and meet strict criteria for continuous development.
• Clarification of how the fee is applied to mixed use projects that contain both
residential and commercial/industrial uses and mixed use on the same parcel.
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Staff Report
MSCHP Local Development Mitigation Fee Ordinance
July 14, 2011
Page 5 of 5
• Clarification of how the fee is applied in cases of the construction of additional
residential units, subsequent development of portions of a commercial or industrial
parcel for which the Fee was not originally collected, or changes in land use.
• Elimination of the term "being improved."
• Point of collection is moved to building permit with the allowance that jurisdictions
that collect all other fees assessed pursuant to the Mitigation Fee Act a later time
may collect the LDMF concurrently with the payment of all such other fees.
• Refund of the fee for the Fringe -toed Lizard Habitat Conservation Plan (FTL HCP)
for projects that paid the FTL HCP fee and then pay the LDMF.
The revised ordinance would go into effect throughout the Coachella Valley on September
1, 2011.
Fiscal Impact:
The MSHCP is primarily funded by the Land Development Mitigation Fee provided by new
construction. There is no finical impact to the City of Palm Desert from these fees.
Submitted by:
Tony Bagato
Principal Planner
W
AYE S:`r '' "'I
NOES:
Jk IMP -
AM
ABSTAIN:
VERIFIED BY:
Original on File with
uth, City Manager
DENIED
Jerk's Office
Department Head:
Lauri Aylaian
Director of Community Development
Paul Gibson, Director of Finance
GAPlanning\Tony Bagato\Staff Reports\CVAG\MSHCP FEE\City Council Staff Report Multiple Species Fee.doc
RESOLUTION NO. 2011-73
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF PALM
DESERT, CALIFORNIA, ADOPTING THE LOCAL DEVELOPMENT
MITIGATION FEE SCHEDULE APPLICABLE TO NEW DEVELOPMENT
WITHIN THE CITY OF PALM DESERT.
WHEREAS, the City Council of the City of Palm Desert ("City") finds that the
ecosystems of the City, Coachella Valley and surrounding mountains located in central
Riverside County, and the vegetation communities and sensitive species they support
are fragile, irreplaceable resources that are vital to the general welfare of all residents;
and
WHEREAS, these vegetation communities and natural areas contain habitat
value which contributes to the City's and the region's environmental resources; and
WHEREAS, special protections for these vegetation communities and natural
areas must be established, maintained and perpetually preserved to prevent future
endangerment of the plant and animal species that are dependent upon them; and
WHEREAS, adoption and implementation of Ordinance No. (the
"Ordinance") and this Resolution will help to enable the City to achieve the habitat
conservation goals set forth in the Coachella Valley Multiple Species Habitat
Conservation Plan/Natural Community Conservation Plan ("MSHCP"), adopted by the
City Council on January 24, 2008, to implement the associated Implementing
Agreement executed by the City Council on January 24, 2008, and to preserve the
ability of affected property owners to make reasonable use of their land consistent with
the requirements of applicable laws, which could include the National Environmental
Policy Act ("NEPA"), the California Environmental Quality Act ("CEQA"), the Federal
Endangered Species Act ("FESA"), the California Endangered Species Act ("CESA")
and the California Natural Community Conservation Planning Act ("NCCP Act"); and
WHEREAS, the purpose and intent of the Ordinance and this Resolution is to
amend the previously established Local Development Mitigation Fee to establish a new
portion of the fee dedicated to the conservation of those properties in perpetuity in order
to protect the biological diversity and the natural ecosystem processes that support this
diversity; the protection of vegetation communities and natural areas within the City,
Coachella Valley and surrounding mountains located in central Riverside County which
are known to support threatened, endangered or key sensitive populations of plant and
wildlife species; the maintenance of economic development within the City by providing
a streamlined regulatory process from which development can proceed in an orderly
process; and the protection of the existing character of the City and the region through
the implementation of a system of reserves which will provide for permanent open
space, community edges and habitat conservation for species covered by the MSHCP;
and
RESOLUTION NO.2011-73
WHEREAS, as a Member Agency of Coachella Valley Conservation Commission
("CVCC"), the City participated in the preparation of a new "Local Development
Mitigation Fee Nexus Report", dated May 16, 2011 ("Nexus Report") prepared pursuant
to California Government Code, Section 66000 et seq., the Mitigation Fee Act; and
WHEREAS, the City has reviewed the new Nexus Report, and hereby finds that
future development within the City will substantially adversely affect the natural
ecosystems and covered species within the City, as identified in the MSHCP, and that
unless such development contributes to the cost of acquiring land and preserving these
natural ecosystems and covered species, the conservation goals of the MSHCP will not
be met; and
WHEREAS, the City finds that the Nexus Report proposes a fair and equitable
method for distributing a portion of the cost of implementing the MSHCP and mitigate
the impact, including the costs of preservation, caused by new development; and
WHEREAS, pursuant to the Mitigation Fee Act, the City Council adopts the
Nexus Report, a copy of which is on file in the City Clerk's office, and the findings
contained therein which provide additional support for the fees adopted by this
Resolution; and
WHEREAS, in addition to the foregoing, the City Council hereby adopts in their
entirety the findings contained in Section 2 of the Ordinance and any fees adopted by
this Resolution shall be based on these findings; and
WHEREAS, pursuant to Government Code sections 66016, 66017 and 66018,
the City has: (a) made available to the public, at least ten (10) days prior to its public
hearing, data indicating the estimated cost required to provide the facilities and
infrastructure for which these development fees are levied and the revenue sources
anticipated to provide those facilities and infrastructure; (b) mailed notice at least
fourteen (14) days prior to this meeting to all interested parties that have requested
notice of new or increased development fees; and (c) held a duly noticed, regularly
scheduled public hearing at which oral and written testimony was received regarding the
proposed fees.
NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF PALM DESERT
DOES HEREBY RESOLVE AS FOLLOWS:
Section 1. Repealed. Resolution 2008-08 is hereby repealed on the effective
date hereof and all prior Resolutions adopting the Local Development Mitigation Fee are
hereby repealed to the extent that they are inconsistent with the provisions of this
Resolution.
Section 2. Findings. The recitals set forth above are hereby adopted as
findings in support of this Resolution. The findings contained in both the Nexus Report
GAPlanning\Tony Bagato\Staff Reports\CVAG\MSHCP FEE\Resolution Multiple Species Plan Fee.doc
2
RESOLUTION NO. 2011-73
and Section 2 of the Ordinance are also adopted herein as findings in support of this
Resolution.
Section 3. Definitions. The terms. of this Resolution shall have the same
meaning ascribed to them in Section 4 of Ordinance No.
Section 4. Fee Schedule. There is hereby adopted the following fee schedule
for the Local Development Mitigation Fee:
(1) Residential, density less than 8.0 dwelling units per acre - $1,254 per
dwelling unit
(2) Residential, density between 8.1 and 14.0 dwelling units per acre - $521
per dwelling unit
(3) Residential, density greater than 14.1 dwelling units per acre - $230 per
dwelling unit
(4) Commercial - $5,600 per acre
(5) Industrial - $5,600 per acre
Section 5. CEQA Findings. The City Council hereby finds that in accordance
with the California Environmental Quality Act ("CEQA") and the CEQA Guidelines the
adoption of this Resolution is exempt from CEQA pursuant to Section 15061(b)(3) and
Public Resources Code section 21166.
Section 6. Severability. This Resolution and the various parts, sections, and
clauses thereof, are hereby declared to be severable. If any part, sentence, paragraph,
section, or clause is adjudged unconstitutional or invalid, the remainder of this
Resolution shall not be affected thereby. If any part, sentence, paragraph, section, or
clause of this Resolution, or its application to any person entity is adjudged
unconstitutional or invalid, such unconstitutionality or invalidity shall affect only such
part, sentence, paragraph, section, or clause of this Resolution, or person or entity; and
shall not affect or impair any of the remaining provision, parts, sentences, paragraphs,
sections, or clauses of this Resolution, or its application to other persons or entities. The
City Council hereby declares that this Resolution would have been adopted had such
unconstitutional or invalid part, sentence, paragraph, section, or clause of this
Resolution not been included herein; or had such person or entity been expressly
exempted from the application of this Resolution.
If the fees collected for the conservation of the land, including the monitoring and
management thereof, are later adjudged by a final unappealable judgment of a court of
competent jurisdiction to be unconstitutional or invalid, the prior Local Development
Mitigation Fee adopted under the prior Local Development Mitigation Fee Nexus Study
G:\Planning\Tony Bagato\Staff Reports\CVAG\MSHCP FEE\Resolution Multiple Species Plan Fee May 18 2011.doc
3
RESOLUTION NO.2011-73
on January 15, 2007 and the corresponding Ordinance No. 1151, and Resolution 2008-
08 shall each be revived and shall continue for the life of the MSHCP.
Section 7. Effective Date. September 25, 2011, however, in no event shall this
Resolution take effect prior to sixty (60) days after the date of its adoption.
PASSED, APPROVED and ADOPTED at a regular meeting of the Palm Desert
City Council, held on this day of , 2011, by the following
vote, to wit
AYES:
NOES:
ABSENT:
ABSTAIN:
JEAN M. BENSON, Mayor
ATTEST:
RACHELLE KLASSEN, City Clerk
City of Palm Desert, California
GAPlanning\Tony Bagato\Staff Reports\CVAG\MSHCP FEE\Resolution Multiple Species Plan Fee.cloc
C!
ORDINANCE NO. 1 226
AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF PALM
DESERT, CALIFORNIA, TO AMEND CHAPTER 3, SECTIONS 3.46 OF
THE PALM DESERT MUNICIPAL CODE CONCERNING THE LOCAL
DEVELOPMENT MITIGATION FEE FOR FUNDING THE
PRESERVATION OF NATURAL ECOSYSTEMS IN ACCORDANCE
WITH THE COACHELLA VALLEY MULTIPLE SPECIES HABITAT
CONSERVATION PLAN.
WHEREAS, the City Council of the City of Palm Desert ("City") finds that the
ecosystems of the City, the Coachella Valley and surrounding mountains located in
central Riverside County, and the vegetation communities and sensitive species they
support are fragile, irreplaceable resources that are vital to the general welfare of all
residents;
WHEREAS, these vegetation communities and natural areas contain habitat
value which contributes to the City's and the region's environmental resources;
WHEREAS, special protections and conservation goals for these vegetation
communities and natural areas have been established to prevent future endangerment
of the plant and animal species that are dependent upon them, all as more specifically
set out in the Coachella Valley Multiple Species Habitat Conservation Plan/Natural
Community Conservation Plan ("MSHCP");
WHEREAS, the MSHCP was adopted by the City Council on January 24, 2008,
and the associated Implementing Agreement was executed by the City Council on
January 24, 2008, to preserve the ability of affected property owners to make
reasonable use of their land consistent with the requirements of applicable laws, which
could include the National Environmental Policy Act ("NEPA"), the California
Environmental Quality Act ("CEQA"), the Federal Endangered Species Act ("FESA"),
the California Endangered Species Act ("CESA") and the California Natural Community
Conservation Planning Act ("NCCP Act");
WHEREAS, in order to further the purposes of the MSHCP, the City previously
established a Local Development Mitigation Fee to assist in the maintenance of
biological diversity and the natural ecosystem processes that support this diversity; the
protection of vegetation communities and natural areas within the City, Coachella Valley
and surrounding mountains located in central Riverside County which are known to
support threatened, endangered or key sensitive populations of plant and wildlife
species; the maintenance of economic development within the City by providing a
streamlined regulatory process from which development can proceed in an orderly
process; and the protection of the existing character of the City and the region through
the implementation of a system of reserves which will provide for permanent open
space, community edges and habitat conservation for species covered by the MSHCP;
ORDINANCE NO. 1226
WHEREAS, the findings and studies upon which the Local Development
Mitigation Fee was originally based, including the estimated acquisition costs for such
property, conservation of those properties in perpetuity as required under the MSHCP
and the growth projections for new development have now been updated to reflect the
current market conditions, as set forth in the Mitigation Fee Nexus Report dated May
16, 2011, that was prepared at the direction of the Coachella Valley Conservation
Commission ("Commission"), a copy of which is on file in the City Clerk's office;
WHEREAS, pursuant to Article 11, Section 7 of the California Constitution, the
City is authorized to enact measures that protect the health, safety and welfare of its
citizens;
WHEREAS, pursuant to the Mitigation Fee Act, Government Code sections
66000 et seq., the City is empowered to impose and modify fees and other exactions to
provide funding of public facilities in the form of acquired habitat land preserved as a
community amenity, and the public services required for conservation of this land in
perpetuity in order to mitigate the effect of new development projects; and
WHEREAS, all environmental impacts associated with the acquisition and
conservation of lands were fully and thoroughly analyzed within the Environmental
Impact Report/Environmental Impact Statement prepared and certified for the MSHCP,
and the City Council made all appropriate environmental findings at the time that the
MSHCP and the associated Implementing Agreement were approved on January 24,
2008. Accordingly, and pursuant to Public Resources Code section 21166 and State
CEQA Guidelines section 15162, no further environmental analysis is required.
NOW THEREFORE, THE CITY COUNCIL OF THE CITY OF PALM DESERT
DOES HEREBY ORDAIN AS FOLLOWS:
SECTION 1: Palm Desert Municipal Code Chapter 3, Section 3.46 is hereby
amended as described in Exhibit A, attached.
SECTION 2: EFFECTIVE DATE. This Ordinance shall take effect October 25,
2011; however, in no event shall this Ordinance take effect prior to thirty (60) days after
the date of its adoption.
SECTION 3: REPEALED. Ordinance 1151 is hereby repealed on the effective
date hereof and all prior Ordinances adopting the Local Development Mitigation Fee are
hereby repealed to the extent that they are inconsistent with the provisions of this
Ordinance.
SECTION 4: That the City Clerk of the City of Palm Desert, California, is hereby
directed to publish this ordinance in the Desert Sun, a newspaper of general circulation,
published and circulated in the City of Palm Desert, California, and shall be in full force
and effect sixty (60) days after its adoption.
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ORDINANCE NO. 1226
PASSED, APPROVED and ADOPTED at a regular meeting of the Palm Desert
City Council, held on this day of , 2011, by the following
vote, to wit:
AYES:
NOES:
ABSENT:
ABSTAIN:
JEAN M. BENSON, Mayor
ATTEST:
RACHELLE KLASSEN, City Clerk
City of Palm Desert, California
GAPlanning\Tony Bagato\Staff Reports\CVAG\MSHCP FEE\Ordinance Multiple Species Plan Fee.doc
3
ORDINANCE NO. 1226
EXHIBIT A
Chapter 3, Section 3.46 of the Palm Desert Municipal Code is hereby amended in its
entirety to read as follows:
SECTION 1: SHORT TITLE. This ordinance shall be known as the "Coachella
Valley Multiple Species Habitat Conservation Plan/Natural Community Conservation
Plan Mitigation Fee Ordinance."
SECTION 2: FINDINGS. City Council finds and determines as follows:
A. In order to realize the goals and objectives of the Coachella Valley
Multiple Species Habitat Conservation Plan/Natural Community Conservation Plan
("MSHCP") and to mitigate the impacts caused by new development in the City, lands
supporting species covered by the MSHCP must be acquired, monitored and managed
in order to achieve habitat conservation in perpetuity.
B. The Local Development Mitigation Fee (the "Fee") is necessary in order to
supplement the financing of the acquisition of lands supporting species covered by the
MSHCP and related public services, and to pay for new development's fair share of the
cost of acquisition and perpetual conservation.
C. The appropriate source of funding for the costs associated with mitigating
the impacts of new development to the natural ecosystems and covered species within
the City, as identified in the MSHCP, is a fee paid for by residential, commercial and
industrial development. The amount of the Fee is determined by the nature and extent
of the impacts from the development to the identified natural ecosystems and the
relative cost of mitigating such impacts.
D. The Fee does not reflect the entire cost of the lands which need to be
acquired and perpetually conserved in order to implement the MSHCP and mitigate the
impact caused by new development. Additional revenues will be required from other
sources. The City finds that the benefit to each development project is greater than the
amount of the Fee to be paid by that project.
E. The use of the Fee is apportioned relative to the type and extent of
impacts caused by the development.
F. The costs of funding the proper mitigation for natural ecosystems and
covered species identified in the MSHCP which are impacted by new development are
apportioned relative to the type and extent of impacts caused by the development.
G. The facts and evidence provided to and considered by the City Council
establish that there is a reasonable relationship between the need for acquiring and
conserving in perpetuity the natural ecosystems and covered species identified in the
MSHCP, and the impacts to such natural ecosystems and species created by the types
GAPlanning\Tony Bagatc\Staff Reports\CVAG\MSHCP FEE\Ordinance Multiple Species Plan Fee.doc
ORDINANCE NO. 1226
of development on which the Fee will be imposed; and that there is a reasonable
relationship between the Fee's use and the types of development for which the Fee is
charged. This reasonable relationship is described in more detail in the mitigation fee
nexus report.
H. The fees collected pursuant to this Ordinance are reasonable and will not
exceed the estimated total cost of the acquisition and perpetual conservation of the
lands necessary to protect natural ecosystems and covered species, the plan and
schedules for which are set forth in the MSHCP. Conservation of the land shall require
monitoring and management beyond the life of the MSHCHP permit.
I. The Fee shall be used to finance the acquisition and perpetual
conservation of lands and certain improvements necessary to implement the goals and
objectives of the MSHCP
SECTION 3: ADMINISTRATIVE RESPONSIBILITY. The City of Palm Desert
shall be responsible for the administration of this Ordinance. Detailed administrative
procedures concerning the implementation of this Ordinance may be established and
set forth in a resolution adopted by the City Council.
SECTION 4: DEFINITIONS. As used in this Ordinance, the following terms shall
have the following meanings:
"Certificate of Occupancy" means a certificate of occupancy issued by the City in
accordance with all applicable ordinances, regulations, and rules of the City and state
law.
"City" means the City of Palm Desert, California.
"City Council" means the City Council of the City of Palm Desert, California.
"Commission" means the Coachella Valley Conservation Commission, the
governing body established pursuant to the MSHCP that is delegated the authority to
oversee and implement the provisions of the MSHCP.
"Conservation" means all the actions necessary for the permanent protection of
species, natural communities and habitat land as required of the Coachella Valley
Conservation Commission under the MSHCP including land acquisition, land
management, biological monitoring, law enforcement and administration.
"Conservation Areas" has the same meaning and intent as such term is defined
and utilized in the MSHCP.
"Credit" means a credit allowed pursuant to Section 12 of this Ordinance, which
may be applied against the Fee paid.
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ORDINANCE NO. 1226
"Fee" means the Local Development Mitigation Fee adopted pursuant to the
Mitigation Fee Act, Gov. Code section 66000 et seq..
"Final Inspection" means a final inspection of a project as defined by the building
codes of the City.
"Gross Acreage" means the total property area as shown on a land division map
of record, or described through a recorded legal description of the property. This area
shall be bounded by road right-of-way and/or legal property lines.
"Local Development Mitigation Fee" or "Fee" means the development impact fee
imposed pursuant to the provisions of this Ordinance.
"Multiple Species Habitat Conservation Plan" or "MSHCP" means the Coachella
Valley Multiple Species Habitat Conservation Plan/Natural Community Conservation
Plan, adopted by the City Council on January 24, 2008.
"Ordinance" means this Ordinance No. of the City of Palm Desert,
California.
"Project" means any project undertaken pursuant to the issuance of a building
permit or any other approval, ministerial or discretionary development permit, by the
City as required by the applicable ordinances, regulations, and rules of the City and
state law. Projects undertaken by or on behalf of the City are subject to the Fee.
"Project Area" means the area, measured in acres, from the adjacent road right-
of-way line to the limits of project improvements. Project Area includes all project
improvements and areas that are disturbed as a result of the project improvements on
an owner's Gross Acreage, including all areas depicted on the forms required to be
submitted to the City pursuant to this Ordinance and/or other applicable development
ordinance or regulation of the City.
"Residential Unit" means a building or portion thereof used by one family and
containing but one kitchen, which unit is designed or occupied for residential purposes,
including a single-family dwelling, a unit within a multiple -family dwelling, and mobile
homes on permanent foundations, but not including hotels and motels.
"Revenue" or "Revenues" means any funds received by the City on behalf of the
Commission pursuant to the provisions of this Ordinance for the purpose of defraying all
or a portion of the cost of acquiring and perpetually conserving vegetation communities
and natural areas within the City and the region which are known to support threatened,
endangered or key sensitive populations of plant and wildlife species.
G:\Planning\Tony Bagatc\Staff Reports\CVAG\MSHCP FEE\Ordinance Multiple Species Plan Fee.doc
l-9
ORDINANCE NO. 1226
SECTION 5: LOCAL DEVELOPMENT MITIGATION FEE. To assist in providing
Revenue for the Conservation of lands necessary to implement the MSHCP, the Fee
shall be paid for each Project, or portion thereof, to be constructed within the City. Five
categories of the Fee are defined and include: (1) residential units, density less that 8.0
dwelling units per acre; (2) residential units, density between 8.1 and 14.0 dwelling units
per acre; (3) residential units, density greater than 14.1 dwelling units per acre; (4)
commercial acreage; and (5) industrial acreage. Because there can be mixed traditional
commercial, industrial and residential uses within the same project, for Fee assessment
purposes only, the Fee which is applicable to commercial or industrial Projects shall be
calculated by reference to the Project Area of each parcel upon which the commercial
or industrial portions shall be sited. If the mixed use includes Residential Units, the Fee
applicable to the parcels upon which Residential Units are to be sited shall be
calculated by reference to the appropriate residential fee category. If the mixed use
occurs on the same parcel, the Fee which is applicable to commercial or industrial
projects shall be calculated by reference to the Project Area of the parcel. A fee
schedule which contains the Fee which is applicable to each of the five Fee categories
shall be adopted and may, from time to time, be amended by resolution ("Resolution").
The amount of the Fee required to be paid for a commercial or industrial Project
shall be based on the Project Area, as calculated by City staff based on the subdivision
map, plot plan, and/or other information submitted to or required by the City.
SECTION 6: IMPOSITION OF THE LOCAL DEVELOPMENT MITIGATION FEE.
Notwithstanding any other provision of the City's Municipal Code, no permit shall
be issued for any Project except upon the condition that the Fee applicable to such
Project has been paid in accordance with the provisions of this Ordinance.
SECTION 7: PAYMENT OF LOCAL DEVELOPMENT MITIGATION FEE.
A. The Fee shall be paid in full at the time of the issuance of a building permit
for the Project; provided, however, that if the City's Municipal Code provides for all fees
assessed pursuant to the Mitigation Fee Act to be collected at a later time, then the Fee
collected pursuant to this Ordinance shall be collected at the same time as that
mandated by the City's Municipal Code for the payment of all such other fees.
B. In no event shall a final inspection be made or a certificate of occupancy
be issued prior to full payment of the Fee.
C. The Fee shall be assessed one time per lot or parcel, except in cases of
the construction of additional Residential Units, subsequent development of portions of
a commercial or industrial parcel for which the Fee was not originally collected, or
changes in land use. The additional Fee required to be paid in the case of such
exceptions shall not include the amount of any previously paid Fee for that parcel. No
refunds shall be provided for changes in land use to a lower Fee category. It shall be
the responsibility of the applicant to provide documentation of any previously paid Fee.
GAPlanning\Tony Bagato\Staff Reports\CVAG\MSHCP FEE\Ordinance Multiple Species Plan Fee.doc
7
ORDINANCE NO. 1226
D. The Fee required to be paid under this Ordinance shall be the Fee in
effect at the time of payment.
E. Notwithstanding anything in the City's Municipal Code, or any other written
documentation to the contrary, the Fee shall be paid whether or not the Project is
subject to conditions of approval by the City.
F. If all or part of the Project is sold prior to payment of the Fee, the Project
shall continue to be subject to the requirement to pay the Fee as provided herein.
G. For Projects which the City does not require a permit, final inspection or
issuance of a certificate of occupancy, the Fee shall be paid prior to any use or
occupancy.
H. For purposes of this Ordinance, congregate care residential facilities and
recreational vehicle parks shall pay the commercial acreage Fee.
SECTION 8: REFUNDS.
A. Except as provided in Section 8 B, there shall be no refund of all or part of
any Fee paid under this Ordinance, except in cases of overpayment or miscalculation of
the applicable Fee.
B. Collection of the fee associated with the Fringe -toed Lizard Habitat
Conservation Plan (FTL HCP) ceased upon issuance of the MSHCP permit. Projects
that paid the FTL HCP fee are required to pay the Local Development Mitigation Fee
but may obtain a refund of the FTL HCP fee from CVCC. Refunds shall be granted
subject to the rules and regulations established by the Coachella Valley Conservation
Commission.
SECTION 9: COLLECTION, ACCOUNTING AND DISBURSEMENT OF LOCAL
DEVELOPMENT MITIGATION FEES.
A. Subject to the provisions of this section, all Fees collected pursuant to this
Ordinance shall be collected, administered and remitted for deposit into the account
established therefore, to the Commission in compliance with all applicable policies and
procedures of the Commission monthly. The Fees will be expended solely for the
purpose of Conservation of the vegetation communities and natural areas within the
City and the region which support species covered in the MSHCP in accordance with
the plan and schedules set out in the MSHCP and the policies that have or may be
adopted pursuant thereto.
B. The City may recover the costs of administering the provisions of this
Ordinance using the Revenues generated by the Fees, in an amount and subject to the
rules and regulations established by the Commission.
G:\Planning\Tony Bagato\Staff Reports\CVAG\MSHCP FEE\Ordinance Multiple Species Plan Fee.doc
ORDINANCE NO. 1226
SECTION 10: AUTOMATIC ANNUAL FEE ADJUSTMENT. The Fee established
by this Ordinance shall be revised annually by means of an automatic adjustment at the
beginning of each fiscal year based on the average percentage change over the
previous calendar year set forth in the Consumer Price Index for "All Urban Consumers"
in the Los Angeles -Anaheim -Riverside Area, measured as of the month of December in
the calendar year which ends in the previous fiscal year. The first Fee adjustment shall
not be made prior to a minimum of ten (10) months subsequent to the effective date of
this Ordinance.
SECTION 11: EXEMPTIONS. The following types of construction shall be
exempt from the provisions of this Ordinance:
A. Reconstruction of a residential unit or commercial or industrial building
damaged or destroyed by fire or other natural causes.
B. Rehabilitation or remodeling to an existing residential unit, commercial or
industrial building, and additions to an existing residential unit or commercial or
industrial building.
C. A second Residential Unit, constructed on residential property previously
developed with a single-family dwelling, and meeting all state and City requirements for
such units.
D. Existing improvements that are converted from an existing permitted use
to a different permitted use, provided that no additional area of the property is disturbed
as a result of such conversion.
E. Projects for which the City is restrained by law from collecting the Fee due
to a Development Agreement or vested tentative map entered into with or issued by the
City prior to October 1, 2008.
F. Construction of a family residential unit upon property wherein a mobile -
home, installed pursuant to an installation permit, was previously located prior to the
effect date of this Ordinance.
G. Guest dwellings constructed on residential property previously developed
with a single-family dwelling.
H. Additional single family residential units located on the same parcel
pursuant to the provisions of any agricultural zoning classifications set forth in Section
25.10 of the Palm Desert Municipal Code.
I. Kennels and Catteries established in connection with an existing single
family Residential Unit.
GAPlanning\Tony Bagato\Staff Reports\CVAG\MSHCP FEE\Ordinance Multiple Species Plan Fee.doc
ORDINANCE NO. 1226
J. Projects are exempt from paying the fee provided they meet each of the
following three conditions:
1. Completion of required infrastructure improvements including, but not
limited to, underground utilities, exterior project area walls, streets and
curbs and issuance of at least one building permit for a discrete primary
structure, such as a single family home, prior to October 1, 2008 (date
of MSHCP Permit Approval).
2. Continuous construction activity since October 1, 2008 as demonstrated
by issuance of a building permit for a discrete primary structure and/or a
certificate of occupancy permit for a discrete primary structure in each
six month period between October 1, 2008 and April 1, 2011.
3. City registration of the Project and proposed lots to be exempted, in
accordance with CVCC procedures, by September 1, 2011.
Projects not meeting the standard exemption criteria above, that made verifiable
payments, as part of a legal settlement, to specifically fund acquisition of habitat for a
species listed as "endangered" under the federal Endangered Species Act are required
to pay the LDMF but are eligible to receive a refund, on a pro rata per acre basis based
on the actual acreage being assessed the LDMF. Any such Projects and proposed lots
to be exempted must be registered in accordance with CVCC procedures by September
1, 2011.
SECTION 12: FEE CREDITS. The City may grant to owners or developers of
real property, a Credit against the Fee that would otherwise be charged pursuant to this
Ordinance, for the dedication of land within a MSHCP Conservation Area, provided,
however, that no Credit shall be given unless (A) the dedication is secured by a
conservation easement acceptable to a grantee legally authorized to accept and hold
such easements pursuant to Civil Code § 815.3 or pursuant to other legal instrument
that ensures the area will be conserved in perpetuity; (B) the land to be dedicated is
appropriate for conservation and dedication thereof is consistent with and furthers the
goals of the MSHCP; and (C) the dedication and Credit complies with all procedures
and policies of the Commission. The amount of the Credit granted shall be determined
by an estimate of the fair market value of the land dedicated. Any Credit granted by the
City shall be given in stated dollar amounts only.
An applicant for a proposed Project may apply for Credit to reduce the amount of
the Fee required to be paid prior to approval of the Project. Any Credit granted and the
amount of the Fee to be paid shall be included as a condition of approval of the Project.
However, if an applicant has already received approval from the City and has not
previously applied for a Credit to reduce the amount of the Fee required to be paid, an
applicant may apply for such Credit at any time prior to issuance of a grading permit for
the Project and any Credit granted shall in that case be included as a condition of
approval of the grading permit issued for the Project.
GAPlanning\Tony Bagato\Staff Reports\CVAG\MSHCP FEE\Ordinance Multiple Species Plan Fee.doc
10
ORDINANCE NO. 1226
SECTION 13: SEVERABILITY. This Ordinance and the various parts, sections,
and clauses thereof, are hereby declared to be severable. If any part, sentence,
paragraph, section, or clause is adjudged unconstitutional or invalid, the remainder of
this Ordinance shall not be affected thereby. If any part, sentence, paragraph, section,
or clause of this Ordinance, or its application to any person entity is adjudged
unconstitutional or invalid, such unconstitutionality or invalidity shall affect only such
part, sentence, paragraph, section, or clause of this Ordinance, or person or entity; and
shall not affect or impair any of the remaining provision, parts, sentences, paragraphs,
sections, or clauses of this Ordinance, or its application to other persons or entities. The
City Council hereby declares that this Ordinance would have been adopted had such
unconstitutional or invalid part, sentence, paragraph, section, or clause of this
Ordinance not been included herein; or had such person or entity been expressly
exempted from the application of this Ordinance.
SECTION 14: EFFECTIVE DATE. This Ordinance shall take effect September
25, 2011, however; in no event shall this Ordinance take effect prior to sixty (60) days
after the date of its adoption.
SECTION 15: REPEALED. Ordinance 1151 is hereby repealed on the effective
date hereof and all prior Ordinances adopting the Local Development Mitigation Fee are
hereby repealed to the extent that they are inconsistent with the provisions of this
Ordinance.
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11
COACHELLA VALLEY CONSERVATION-'
COMMISSION
LOCAL
FINAL REPORT
2011 ! ' MITIGATION
FEE NEXUS STUDY
-AKWILLDAN I Urban
Financial Services NOMICS
[This page intentionally left blank.]
Table of Contents
TABLEOF CONTENTS............................................................................ III
EXECUTIVESUMMARY...........................................................................
Introduction 1
Urbanization in the Plan Area 2
Need for Habitat Conservation 2
Cost of Habitat Conservation 2
Cost Allocation and Fee Schedule 4
Mitigation Fee Act Findings 5
Implementation 6
1. INTRODUCTION..................................................................................
Habitat Conservation Planning Process
MSHCP and the Incidental Take Permit
Local Development Mitigation Fee
7
8
9
2. PLAN AREA LAND USE.....................................................................
11
Plan Area Boundaries
Existing Land Use
New Development within the Plan Area
11
11
12
3. NEED FOR HABITAT CONSERVATION ................................................. 16
Habitat Conservation Goals
Covered Species and Natural Communities
Identifying the MSHCP Reserve System
Identifying Impacts to Habitat
16
16
18
19
4. COST OF MSHCP ACTIVITIES.......................................................... 21
Allocation of the LDMF
Habitat Acquisition Program
Monitoring and Management Program
21
22
30
5. COST ALLOCATION AND FEE SCHEDULE ............................................ 41
Acreage Subject to the Fee
Fee Schedule
41
43
6. MITIGATION FEE ACT FINDINGS........................................................ 48
Purpose of Fee 48
Use of Fee Revenues 48
Benefit Relationship 49
Burden Relationship 50
Proportionality 51
7. IMPLEMENTATION............................................................................ 52
Adoption of an Updated LDMF by Local Permittees 52
Adoption of Administrative Guidelines
Programming Revenues and Projects
Annual Inflation Adjustment
Reporting Requirements
52
52
52
53
APPENDIX A: CASH FLOW ANALYSIS ..................................................... 54
List of Tables
54
APPENDIX B: GLOSSARY...................................................................... 95
Executive Summary
Infi-oduction
Beginning in 1994 local, state, and federal agencies responsible for regulating development and
protecting habitat in the Coachella Valley participated in an extensive and comprehensive
planning process. This planning effort has produced the Coachella Valley Multiple Species
1
Habitat Conservation Plan/Natural Community Conservation Plan (MSHCP).
The California Department of Fish and Game issued the Natural Community Conservation Plan
(NCCP) Permit for the MSHCP on September 9, 2008. The U.S. Fish and Wildlife Service issued
the federal permit (the "Permit") for the MSHCP on October 1, 2008. The Permit will expire in
2083, or 75 years from its date of issuance.
The policy objectives of the MSHCP are to:
(1) Conserve adequate habitat in an unfragmented manner by assembling a Reserve
System of habitat lands and then managing and monitoring these lands in perpetuity to
maximize their conservation value, and
(2) Simplify compliance with environmental laws by providing an efficient and streamlined
regulatory approach to provide incidental take authority for otherwise lawful and permitted
activities such as new development.
The MSHCP obligates its Local Permittees to establish a Reserve System of lands to provide
habitat for Covered Species and conserved natural communities. After these lands are acquired
by Permittees, the Permittees are obligated to fund a monitoring program to track and measure
success of the Covered Species within the Reserve System, and a management program to
assess and tailor preservation activities and land management practices in order to conserve
Covered Species and natural communities in perpetuity.
Land acquisition is a critical component of the conservation process because conserving land
mitigates the effects of development and urbanization discussed below. Monitoring and
Management (M&M) programs serve as an ongoing evaluation of the efficacy of conservation.
The studies conducted as part of the monitoring program assesses the biological characteristics
and particular needs of Covered Species and natural communities within the MSHCP. The
management program conducts a range of activities to ensure that Reserve System sustains the
habitat values measured by monitoring program assessments. Since land acquisition, monitoring
and management are so intimately connected, conservation cannot be achieved without funding
all three concurrently.
A Local Development Mitigation Fee (LDMF) imposed on new development projects will be a
primary source of funding necessary to comply with the provisions of MSHCP, the Implementing
1
This report contains terms defined in the MSHCP, and those terms are capitalized in the body of the report.
The definitions established by the MSHCP are found in Appendix B.
Final May 16, 2011 Page 1
Coachella Valley Association of Governments Local Development Mitigation Fee (LDMF) Nexus Study
Agreement (IA), and the Permit. This report documents the legal and policy basis necessary for
Coachella Valley cities and the County of Riverside to update the LDMF.
t: b n za s n n the Plan Area
The Coachella Valley (the "Valley") is a broad, low elevation, northwest -southeast trending valley
comprising the westernmost limits of the Sonoran Desert. The Valley is located in the central
portion of Riverside County, approximately 100 miles east of Los Angeles. The Plan Area
includes approximately 1.1 million acres, an amount that excludes Indian reservation lands not
subject to the MSHCP.
Growth projections are based on the estimates of residential dwelling units and commercial
square feet developed annually by agencies collecting the Transportation Uniform Mitigation Fee
(TUMF) and data provided by the California Department of Resources Farmland Mapping and
Monitoring Program (FMMP). CVAG calculates that approximately 300 acres were developed in
the two year period beginning in 2009 and ending in 2010, also known as years one and two.
Approximately 1,750 acres, on average, were developed annually over a subset of the 1989-2010
data selected to simulate a trough to peak period of the current real estate cycle. When the share
of growth from the City of Desert Hot Springs is removed from this total, as the city currently does
not participate in the MSHCP, the long term average rate of development is 1,610 acres per year.
Since development has slowed markedly during the recent economic downturn, the LDMF
analysis assumes that the annual total of acres developed will increase gradually as the market
recovers. The analysis assumes that approximately 300 acres per year will be developed in the
Valley during the next few years, growing gradually to 1,610 acres per year by year 13. At this
rate, a total of 110,170 acres will be developed over the remainder of the 75-year life of the
MSHCP.
Need lor Habitat Conservation
Identifying the MSHCP Reserve System was the result of an extensive and comprehensive
analysis conducted by an inter -agency planning team and led by CVAG. The planning team used
the best available scientific and commercial data standard to develop the MSHCP with objectives
that include the establishment, monitoring, and management of a Reserve System.
The planning team developed a list of 27 Covered Species and 27 natural communities to provide
habitat for the Covered Species. This planning process resulted in the identification of 745,900
acres across 21 conservation areas, from which the MSHCP Reserve System will be established.
The Reserve System ensures the conservation of these species and natural communities as new
development occurs. Without new development, there would be no need to establish the Reserve
System because the loss of existing habitat would not occur as a result of development activities.
Gost of Habitat Consrarvation
Of the 745,900 acres in the Conservation Areas, a maximum of 22,420 acres may be developed,
resulting in a Reserve System of 723,480 acres. Just over three-quarters of the MSHCP Reserve
System, or 564,800 acres, have been conserved through 2010. Complementary Conservation
Final May 16, 2011 Page 2
Coachella Valley Association of Governments Local Development Mitigation Fee (LDMF) Nexus Study
and state and federal contributions to MSHCP implementation will conserve an additional 59,680
acres from September 2010 forward.
An additional 7,800 acres are in areas where the only Conservation Objective is maintaining the
fluvial sand transport function through flood control standards and other regulatory mechanisms;
these 7,800 acres will not be acquired. This leaves 102,100 acres to be conserved. Of this,
10,800 acres are non-Permittee public and quasi -public lands, and 7,500 acres are Permittee-
owned lands that will be conserved in perpetuity under the MSHCP. As of December 31, 2010,
the land remaining to be purchased by Local Permittees is 86,580 acres. The LDMF is the
primary funding source for this habitat acquisition program.
The LDMF is also the primary funding source of M&M for the conserved acres. M&M activities
required by the MSHCP are directly related to the types and amounts of land acquired for the
Reserve System. As stated in the MSHCP, the Monitoring and Adaptive Management Program is
designed to increase the level of knowledge about species covered by the Plan, conserved
natural communities, ecological processes, and connectivity. Changes in management of the
Conservation Areas could result from monitoring studies. As a result, the cost of habitat
conservation necessarily includes the research, equipment and other costs associated with the
M&M programs.
An objective of the LDMF Nexus Study is to demonstrate that sufficient funding is available for the
Permittees' habitat acquisition program and all M&M required for these lands after acquisition. A
financial model was used to calculate the level of the LDMF needed to fully fund both acquisition
and M&M programs after deducting other anticipated revenues and interest earnings on fund
balances. In this model, LDMF revenue is allocated among three funds: the Land Acquisition
Fund, the Monitoring & Management Fund and the Endowment Fund.
Habitat acquisition expenditures and matching revenues would be accounted for in a Land
Acquisition Fund. Meanwhile, M&M expenditures and matching revenues would be accounted for
in a Monitoring & Management Fund. A detailed accounting of cost and revenue components for
these two funds is found in Chapter 4.
As stated in the MSHCP, the Local Permittees "shall also fund an endowment for the Monitoring
and Management Programs." Further, the MSHCP states that "The Local Permittees shall
establish an endowment to fund the Monitoring and Management Programs for [conserved] lands
2
in perpetuity" (emphasis added) . Accordingly, such revenues contributed by the Local Permittees
and the funds used to generate a source of perpetual funding for M&M Programs are accounted
for in the Endowment Fund.
The Coachella Valley Conservation Commission (CVCC), a joint powers authority that was
created to implement the MSHCP, would manage the funds as part of these responsibilities. The
CVCC would stop collecting LDMF revenue and would terminate the Land Acquisition Fund after
2
MSHCP Section E.S.6: Obligations of the Permittees, p. ES-18.
Final May 16, 2011 Page 3
Coachella Valley Association of Governments Local Development Mitigation Fee (LDMF) Nexus Study
50 years. A key objective of the Nexus Study is to support the purchase of all habitat
conservation lands within 45 years.
Cost Allocation and fee Schedule
Table EA presents the Local Development Mitigation Fee schedule for the MSHCP in 2011
dollars, the base year of cost and revenue estimates in this analysis. The fee would be imposed
per dwelling unit for residential land uses and per acre for nonresidential land uses. Per the
MSHCP, "the proposed term of the Permits is 75 years, which is the length of time required to
fully fund Plan implementation."3 Accordingly, the LDMF is charged during the entire 75 year
lifetime of the Permit.
The MSHCP states that "the acquisition program is projected to require 30 years to acquire all the
4
Permittee obligation land." Current economic conditions make the acquisition of all Permittee
obligation lands within 30 years of the MSHCP impossible without the imposition of a substantially
higher fee. As a result, this analysis extends the projected land acquisition period to 45 years.
Accordingly, the fee schedule in Table EA below shows two distinct LDMF amounts for two
different periods. The years 2011-2053 are years in which the CVCC is in the process of
acquiring land. Years 2054-2083 occur after the CVCC will have completed land acquisition;
during these years LDMF revenue is allocated to M&M expenses for lands already acquired, and
to the endowment.
In 2054, habitat acquisition is complete and the LDMF amount is adjusted to cover remaining
program costs. Since the bulk of program costs are related to land acquisition, the fee decreases
by 75 percent in real terms in year 46 of the LDMF program. This adjustment is made to ensure
that the CVCC does not collect more LDMF revenue than is necessary to fund the MSHCP. The
financial model underlying the fee schedule in Table EA is designed to deplete the balance of the
Land Acquisition Fund after land acquisition is complete.
3
MSHCP Section E.S.1: Background, Purpose, Scope, Process, and Regulatory Context, p. ES-1.
4
MSHCP Section E.S.1: Background, Purpose, Scope, Process, and Regulatory Context, p. ES-2.
Final May 16, 2011 Page 4
Coachella Valley Association of Governments Local Development Mitigation Fee (LDMF) Nexus Study
Table EA: Fee per Acre
2011-2053 2054-2083
Fee per Acre' $ 5,600 $ 1,418
Total Acres Developed 61,603 48,300
Local De%elopment Mitigation Fee Revenue $ 344,976,800 $ 68,489,400
Note: Local Development Mitigation Fee revenue rounded to thousands.
The fee for years 2054-2083 reported in this table is an average fee for this period. Since
land acquisition is complete by 2053, the fee for years 2054-2083 is adjusted so that the fee
amount is just high enough to cover remaining program costs and no more.
2 Excludes approximately 360 acres of development that w as begun prior to MSHCP Permit
approval w hich w ill be exempt from the Local Development Mitigation Fee.
Sources: Tables A-1 through A-6; Willdan Financial Services.
Table E.2 shows the fee per acre calculated if development occurring in the City of Desert Hot
Springs is included. Details of the impact of the entry of the City of Desert Hot Springs into the
MSHCP are discussed in Chapter 1 of this analysis.
Table E.2: Fee per Acre, with Desert Hot Springs
2011-2053 2054-2083
Fee per Acre' $ 5,150 $ 1,304
Total Acres Developed 66,983 52,500
Local Development Mitigation Fee Revenue $ 344,962,450 $ 68,460,000
Note: Local Development Mitigation Fee revenue rounded to thousands. This fee is based on
an assumption that the City of Desert Hot Springs represents, on average, 8% of
development in the Coachella Valley.
The fee for years 2054-2083 reported in this table is an average fee for this period. Since
land acquisition is complete by 2053, the fee for years 2054-2083 is adjusted so that the fee
amount is just high enough to cover remaining program costs and no more.
2 Excludes approximately 360 acres of development that w as begun prior to MSHCP permit
approval w hich w ill be exempt from the Local Development Mitigation Fee.
Sources: Tables A-1 through A-6; Willdan Financial Services.
Mitigation R_?, Act Fil'idingS
Development impact fees are one-time fees, typically paid when a building permit is issued,
imposed on development projects by local agencies responsible for regulating land use (cities
Final May 16, 2011 Page 5
Coachella Valley Association of Governments Local Development Mitigation Fee (LDMF) Nexus Study
and counties). The five statutory findings required by the Mitigation Fee Act for adoption of the
LDMF are summarized in Chapter 6 and supported in detail by the remainder of the report.
Implernentation
The LDMF would be collected at time of, building, or other appropriate development- related
permit issuance. To implement the fee this report recommends the CVCC do the following:
• Assist Local Permittees in adopting an ordinance and resolution imposing the
LDMF on new development and that includes an inflation adjustment to the fee;
• Work with Local Permittees to develop administrative guidelines for the LDMF
program.
• Program fee revenues to specific acquisition projects and related expenditures,
including M&M and related administrative costs;
• Maintain a reasonable relationship between M&M expenditures required by the
MSHCP and the inventory of land conserved for habitat, even if planned costs for
either M&M or acquisition vary from the estimates provided in this analysis; and
• Identify an appropriate inflation adjustment and recalculate the fee annually for
each Local Permittee to adopt.
Final May 16, 2011 Page 6
This chapter provides background the development projections used in this analysis, the
Coachella Valley Multiple Species Habitat Conservation Plan (MSHCP) and the Local
Development Mitigation Fee (LDMF).
The original LDMF was enacted by the legislative bodies of the County of Riverside and the Cities
of Cathedral City, Coachella, Indian Wells, Indio, La Quinta, Palm Desert, Palm Springs and
Rancho Mirage between February 2008 and March 2008 with the LDMF becoming effective upon
issuance of the federal permit (the "Permit") on October 1, 2008. Although a member of the
Coachella Valley Association of Governments, the City of Desert Hot Springs voted to not
participate in the MSHCP in 2006 and is not currently a Local Permittee.
In response to changes in program revenues, costs, and projections of development since the
LDMF was first adopted, the Coachella Valley Conservation Commission (CVCC) has decided to
update the LDMF program and its funding plan.
This study presents the technical documentation required to update the LDMF. For the agencies
to impose an updated LDMF, this analysis recognizes the following changes in key program
assumptions:
• Land acquisition for the Reserve System that occurred since late 2006 has reduced
the amount of acreage the CVCC must acquire in future years.
• Land price estimates have been adjusted to reflect the CVCC's recent transactional
experience and priority acquisition locations in the short run, and updated market
study values in the long run.
• Near term estimates of annual land development have been revised downward to
reflect actual development patterns in the Coachella Valley and the constraints of
current market conditions.
• The Eagle Mountain Landfill is no longer considered a source of revenue.
• The City of Desert Hot Springs has begun the process of amending the MSHCP so
that the city will be a Local Permittee. Because the MSHCP has not been amended
and approved by the Wildlife Agencies, this analysis includes primary calculations
based on development projected for the Valley net of growth that will occur in
Desert Hot Springs. An alternative scenario shows the likely reduction in the per
acre LDMF amount once the calculations incorporate the participation of the city in
the MSHCP.
lHabitat Conservation Planning Process
Beginning in 1994 local, state, and federal agencies responsible for regulating development and
protecting habitat in the Coachella Valley participated in an extensive and comprehensive
planning process. This planning effort has produced the Coachella Valley Multiple Species
Habitat Conservation Plan/Natural Community Conservation Plan (MSHCP). The California
Final May 16, 2011 Page 7
Coachella Valley Conservation Commission Local Development Mitigation Fee (LDMF) Nexus Study
Department of Fish and Game issued the Natural Community Conservation Plan (NCCP) Permit
for the MSHCP on September 9, 2008. The U.S. Fish and Wildlife Service issued the Permit for
the MSHCP on October 1, 2008.
The MSHCP allows the loss of natural communities and taking of species incidental to
development and infrastructure projects, provided the mitigation and other measures set forth in
the MSHCP are satisfied.
The policy objectives of the MSHCP are to:
(1) Conserve adequate habitat in an unfragmented manner for the effective preservation of
Covered species and conserved natural communities, and
(2) Simplify compliance with the California Environmental Quality Act (CEQA), California
Endangered Species Act (CESA), Natural Community Conservation Planning Act (NCCP),
Federal Endangered Species Act (FESA), National Environmental Policy Act (NEPA), and
other laws by providing an efficient and streamlined regulatory approach. The agencies that
participated in the MSHCP include:
• Local government - cities in the Coachella Valley, Riverside County, and five
special districts5;
• Regional agencies - Coachella Valley Association of Governments (CVAG);
• State agencies - California Department of Transportation (Caltrans), California
Department of Parks and Recreation, Coachella Valley Mountains Conservancy
(CVMC)6 and California State Department of Fish and Game (CDFG); and
• Federal agencies - U.S. Fish and Wildlife Service (USFWS), U.S. Bureau of Land
Management, U.S. Forest Service, and National Park Service. 7.
Implementation of the MSHCP will reasonably mitigate the impacts on Covered Species and
conserved natural communities from Covered activities including new development and
associated public infrastructure projects in the Coachella Valley.
SFIC and the incidental Take
Completion of the MSHCP enabled the CDFG and USFWS (Wildlife Agencies) to grant a Permit
for the Take of Covered Species.$ Permittees are the local governments in the Coachella Valley
5
In addition to Riverside County, local agencies include the cities of Cathedral City, Coachella, Indian Wells,
Indio, La Quinta, Palm Desert, Palm Springs, and Rancho Mirage, as well as the Coachella Valley Water
District, Imperial Irrigation District, Riverside County Flood Control and Water Conservation District,
Riverside County Regional Parks and Open Space District, and Riverside County Waste Resources
Management District.
6
CVMC prepared the MSHCP under contract to CVAG, and will also be a Permittee.
7131-M, U.S. Forest Service, and National Park Service are cooperative partners in the MSHCP but did not
sign the Implementing Agreement.
Final May 16, 2011 Page 8
Coachella Valley Conservation Commission Local Development Mitigation Fee (LDMF) Nexus Study
listed above (Local Permittees) and the three state agencies (excluding CDFG) listed above
(State Permittees). "Covered Species" include species that are endangered, threatened, of
special concern, or otherwise covered by the MSHCP. "Conserved natural communities" refers to
those natural communities protected under the MSHCP pursuant to the Natural Community
Conservation Planning Act of 2002.
This type of permit is often referred to as an "Incidental Take Permit" in that it enables the
Permittee to engage in an otherwise lawful activity that, as an attendant impact, causes the loss
of Covered Species. The Permit also allows limited take of habitat and species for scientific
purposes, also known as "scientific take".
The Permit enables the Permittees to allow or engage in activities (Covered Activities) that result
in the loss of Covered Species and the conserved natural communities without implementing
mitigation requirements beyond those required by the MSHCP. For example, local governments
are able to approve new development and the state will be able to construct highway
infrastructure in the Coachella Valley. As long as the Permittees remain in compliance with the
MSHCP, they are able to conduct these types of activities without developing and implementing
additional project -specific mitigation measures with respect to the Covered Species and
conserved natural communities, except as may be required by the MSHCP.
The CVCC is a joint powers authority created to implement the MSHCP. Failure to adequately
implement the MSHCP, such as not acquiring the lands necessary to protect habitat (described
below), could result in the Wildlife Agencies suspending or revoking the Permit.
The first requirement of the MSHCP is the establishment and ongoing monitoring and
management of a Reserve System of lands to provide habitat for Covered Species and the
conserved natural communities. Much of this MSHCP Reserve System already exists. Portions of
the Reserve System will be established through Complementary Conservation efforts and
contributions by state and federal agencies. Substantial lands remain to be purchased from
private landowners to complete the Reserve System as part of the Permittees' mitigation. The
Local Permittees are responsible for these habitat acquisition actions and associated monitoring
and management programs.
The LDMF imposed on new development projects is a primary source of funding for the habitat
acquisition program and the monitoring and management program under the MSHCP. This report
documents the legal and policy basis to support the adoption by local agencies in the Coachella
Valley of the LDMF, a type of development impact fee under California Government Code Section
66000 et seq. The fee would be adopted by Coachella Valley cities and the County of Riverside
and collected from new development under their jurisdiction within the Plan Area.
a
The permit was granted by USFWS under the Federal Endangered Species Act, Section 10(a), and by
CDFG under the California Natural Community Conservation Planning Act, California Fish and Game Code
Section 2835.
Final May 16, 2011 Page 9
Coachella Valley Conservation Commission Local Development Mitigation Fee (LDMF) Nexus Study
The LDMF is necessary for the following two reasons:
1) Local Permittees Must Uphold the MSHCP's Implementing Agreement (IA). The IA,
signed by Local Permittees in October of 2007, defines the roles and responsibilities of
Permittees and provides a common understanding of the actions that will be undertaken
to implement the MSHCP. For each local government agency to receive incidental take
authority for Covered Species, the Wildlife Agencies require that the Local Permittees
identify sufficient funding for implementation of the MSHCP. The Cities are also required
to adopt an ordinance imposing the Local Development Mitigation Fee.
2) Proposed Development Must Mitigate its Impacts to Covered Species. Development
projects with direct, indirect, or cumulative impacts to Covered species or critical habitat
are able to mitigate those impacts with payment of the LDMF. Because the LDMF
supports the completion of the MSHCP's Reserve System and associated M&M activities
in perpetuity, the LDMF mitigates for the project's direct, indirect, and cumulative impacts
to habitat and Covered Species under CEQA.
By creating a region -wide habitat conservation program, developers and local land use agencies
are able to rely on the payment of the fee as mitigation for certain habitat impacts and can avoid a
time consuming and costly process to receive incidental take authority on a project -by -project
basis. Implementation of the MSHCP, including the establishment, monitoring, and management
of a Reserve System, provides a comprehensive approach to mitigate such impacts for new
development throughout the Coachella Valley. In addition, the MSHCP provides a basis for
mitigating the impacts to Covered Species and conserved natural communities associated with
the development of public infrastructure necessary to serve new development.
Without the Permit, new development approved by a local government in the Coachella Valley
would face a significant constraint because projects would seek separate approval from the
wildlife agencies before proceeding. Project -by -project regulatory approval for habitat mitigation
would add substantially to the time and cost of the development process.
Final May 16, 2011 Page 10
Plan Area Land Use
w
This chapter describes the boundaries of the area covered by the MSHCP (the "Plan Area"),
existing land use, and estimates of growth within the Plan Area.
Plan d es
The Coachella Valley is a broad, low elevation, northwest -southeast trending valley comprising
the westernmost limits of the Sonoran Desert. The Valley is located in the central portion of
Riverside County, approximately 100 miles east of Los Angeles.
The Plan Area encompasses the Coachella Valley and the surrounding mountains up to the
ridgeline. The Plan Area extends west to Cabazon where it is bounded by the range line common
to Range 1 East and Range 2 East. This is approximately the limit of the Sonoran or Colorado
Desert in the San Gorgonio Pass area. To the east the Plan Area extends to the range line
common to Range 13 East and Range 14 East. Either the ridgeline of the Little San Bernardino
Mountains or the boundary line with San Bernardino County where the ridgeline extends north of
the county line defines the northern boundary. On the south, either the ridgeline of the San
Jacinto and Santa Rosa Mountains or the boundary line with San Diego or Imperial Counties
forms the Plan Area boundary.
ExistIn Land Use
The Plan Area comprises approximately 1.1 million acres, an amount that excludes Indian
reservation lands not subject to the MSHCP. Table 2.1 summarizes the existing acreage within
the Plan Area by land use. The acreage indicated as Urban and Rural in the table corresponds to
the Developed Areas shown in Figure 1. The MSHCP Reserve System will be composed of much
of the Open Space, Public and Private Conservation Lands plus some Public and Private Non -
Conservation Lands to be acquired with funding from the LDMF and other sources. Indian
Reservation lands are not subject to the MSHCP, reducing the total area covered by the MSHCP
to approximately 1.1 million acres.
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Coachella Valley Conservation Commission Local Development Mitigation Fee (LDMF) Nexus Study
Table 2.1: Plan Area Existing Land Use
--
Total Acres
Percent of
Plan Area
Urban
67,400
5.9%
Rural, Rural Residential
12,500
1.1 %
Agriculture
84,900
7.5%
Lake (includes Salton Sea)'
43,500
3.8%
Reservoir
800
0.1 %
Wind Energy Uses
4,400
0.4%
Quarry
900
0.1%
Landfill
400
0.0%
Public and Private Non -Conservation Lands3
320,600
28.2%
Open Space -Public and Private Conservation Lands4
601,000
52.9%
Total Area Covered By Plan 1,136,400 100.0%
Indian Reservation Lands (Not Covered By Plan) 69,600
Total Plan Area 1,206,000
Note: Land use estimates above are current as of 2007.
' Includes Salton Sea and other natural water bodies.
2 Includes Lake Cahuilla, Whitewater River recharge ponds, and other artificial water bodies.
3 Includes private lands which are primarily undeveloped and public lands used for non -conservation
purposes. Public lands are owned by Riverside County, County Flood Control, Metropolitan Water District,
the State Lands Commission, cities, U.S. Army Corps of Engineers, Coachella Valley Water District, U.S.
Bureau of Reclamation, and the U.S. military.
° Includes public lands dedicated to open space and conservation purposes and private lands owned by
land trusts or conservation organizations, or protected by a conservation easement or deed restriction.
Source: Coachella Valley Multiple Species Habitat Conservation Plan and Natural Community
Conservation Plan; Willdan Financial Services
New Development withinthe Plan Area
With the assistance of data developed by CVAG staff, an estimate was made for the total amount
of new development anticipated within the Plan Area. These projections are used by this analysis
to allocate habitat acquisition and M&M program costs to new development and to calculate the
Local Development Mitigation Fee (see Chapter 4).
Planning Horizon
This analysis uses a 75-year planning horizon (2009 to 2083) to estimate future growth and
assumes that the LDMF could be discontinued after that time. This analysis also assumes a 45-
year land acquisition program followed by a 30-year fee collection period to fully fund an
endowment that supports M&M in perpetuity.
The 75 year planning horizon was selected to match the permit term for Incidental Take Permits.
One of the goals of the MSHCP was to acquire all necessary habitat for conservation in as little
time as practical within the timeframe of the planning horizon. The habitat acquisition portion of
the MSHCP was originally anticipated to occur within 30 years. However, the rate of development
Final May 16, 2011 Page 12
Coachella Valley Conservation Commission Local Development Mitigation Fee (LDMF) Nexus Study
has significantly slowed, and several major sources of revenue, in particular the Eagle Mountain
Open Space Trust, have become unavailable to the CVCC.
Both factors limit the CVCC in acquiring habitat according to its original timeline. Accordingly, this
analysis adjusts the land acquisition period to 45 years.
The selection of a planning horizon is consistent with legal requirements for the issuance of
incidental take permits that allow the take of Covered Species in the course of otherwise lawful
activities such as land development. The MSHCP will, to the maximum extent practicable,
minimize and mitigate the impacts of this take and provide for conservation of Covered Species.
Evaluation of a Buildout Planning Horizon
If habitat acquisition and M&M costs were spread across all new development through build out
of the Plan Area then the Local Permittees would not fully fund the MSHCP until construction of
"the last home" in the Coachella Valley. Because the rate of growth slows as buildout
approaches, the time horizon for buildout could extend beyond 75 years given recent
development trends and the amount of land available for development.9 This period of time is not
a practicable planning horizon for the following reasons:
• Permit Compliance: The habitat acquisition program and establishment of an M&M
endowment should be accomplished within a reasonable period of time. If either
objective is not achieved before expiration of the Permit, the Wildlife Agencies
could determine that the Permittees are not fully funding their obligations under the
MSHCP and therefore are not in compliance with the Permit. Non-compliance
would constrain economic development within the region by requiring each
development project to separately mitigate habitat impacts.
• Land acquisition cost inflation: Acquiring land sooner rather than later will reduce
total costs by limiting the impact of land price inflation. Land, particularly residential
land, often increases in price faster than the average price inflation of all goods and
services as development in a region intensifies. Consequently, early funding of the
habitat acquisition program will reduce the total real (inflation -adjusted) cost of the
program.
• Lost Conservation Opportunities: Given current development pressure, if land
acquisition is not completed within the first 45 years, development within the
conservation areas could impede establishment of the Reserve System.
A 75-year planning horizon was selected given these considerations. The 75-year horizon is
longer than most facility financing plans because most planned development functions at a
smaller scale and funds public infrastructure for a smaller increment of growth than the MSHCP.
The 75-year approach also does not unfairly burden near -term development with the entire cost
of the program because it spreads costs over such an extended (75-year) period.
9
The amount of undeveloped land available for development is defined by land use policies contained in the
existing General Plans of cities and the County within the Plan Area.
Final May 16, 2011 Page 13
Coachella Valley Conservation Commission Local Development Mitigation Fee (LDMF) Nexus Study
In sum, a 75-year planning horizon, by being reasonable, conservative, and flexible ensures that
the Permittees can provide the maximum practicable funding and benefit from compliance with
the Permit through fully funding of the MSHCP.
Growth Projections
Growth projections for the 2007 Nexus Study were based on an analysis of actual development
patterns in the Plan area between 1989 and 2010, using data from the California Department of
Resources Farmland Mapping and Monitoring Program (FMMP). The 2007 Nexus Study update
used an estimate of acres developed per year based on historical development during the period
of 1989 to 2004 for the Plan Area. Based on this analysis, CVAG then estimated that the rate of
development in the Plan Area excluding Indian Reservation land has averaged 1,370 acres per
year.
New Information
For this analysis, the development assumptions for Coachella Valley, including the City of Desert
Hot Springs, are based on both the estimates of residential dwelling units and commercial square
feet developed annually by agencies collecting the Transportation Uniform Mitigation Fee (TUMF)
and data from FMMP. Development data from 1995 to 2006 was selected in order to capture real
estate data from the trough year of 1995 to the peak year of 2006.
This data selection is done in anticipation that cycles like this will occur throughout the lifetime of
the LDMF; the average developed acreage calculated in this study captures development through
boom and bust years.
Based on this approach, the revised long term rate of growth for the jurisdictions subject to the
fee is 1,750 acres per year.
The current General Plans of the Coachella Valley cities and the County of Riverside have
sufficient undeveloped land zoned for urban uses within the Plan Area to accommodate this level
of development. As economic conditions affecting real estate development have persisted, this
analysis reduces development projections for the first eight to twelve years of the planning
horizon.
A Scenario for a New Permittee
This analysis also recognizes that the City of Desert Hot Springs has begun the process of
amending the MSHCP so that the city will be a Local Permittee. Because the MSHCP has not
been amended and approved by the Wildlife Agencies, this analysis first presents the LDMF if
based on growth projections that exclude all development in the City of Desert Hot Springs. An
alternative calculation for the LDMF assumes that the MSHCP is amended so that all future
development in the city is subject to the LDMF.
Development data for the City of Desert Hot Springs indicates that the City has held between 6
and 10 percent of growth in the Coachella Valley. Accordingly, the LDMF is first shown using
estimates of annual developed acreage reduced by a midpoint market share for the City of 8
percent each year (see Table A-1 for the development schedule in detail).
Final May 16, 2011 Page 14
Coachella Valley Conservation Commission Local Development Mitigation Fee (LDMF) Nexus Study
Based on this approach, the revised long term rate of growth for the jurisdictions subject to the
LDMF is 1,750 acres less 8 percent, or 1,610 acres. In the next ten years of the Plan, projected
annual development slowly increases to 1,610 acres but does not surpass this amount.
Final May 16, 2011 Page 15
3. Need for Habitat Conservation
Identifying the MSHCP Reserve System was the result of an extensive and comprehensive
analysis conducted by an inter -agency planning team and led by CVAG. The planning team used
the best scientific and commercial data available to develop the MSHCP and define activities
supporting acquisition of the Reserve System, followed by monitoring and management of
Reserve System lands in perpetuity. This chapter describes how the planning team originally
identified lands to include in the MSHCP Reserve System.
Flabitat Conservation Goals
The MSHCP was developed to achieve the following habitat conservation objectives:
• Represent native ecosystem types or natural communities across their natural
range of variation in a system of conserved areas.
• Maintain or restore viable populations of the species included in the MSHCP so
that incidental take permits can be obtained for currently listed species and non -
listed species can be covered in case they are listed in the future.
• Sustain ecological and evolutionary processes necessary to maintain the viability of
the natural communities and habitats for the species included in the MSHCP.
These three goals were used to guide the development of the MSHCP Reserve System.
A fourth objective of the MSHCP is to manage the system adaptively to be responsive to short-
term and long-term environmental change.
The management activities required to achieve all four habitat conservation goals will continue in
perpetuity and will be funded by earnings from an endowment after the expiration of the Permit.
The MSHCP obligates Permittees to establish an endowment to fund these activities in perpetuity
for acquired lands. The LDMF will fund a portion of these costs. The endowment is also funded
by contributions from state and local agencies and revenue associated with landfill tipping fees
and interest earnings on the endowment's year to year balance.
d s and Natural Communities
The planning team developed an initial list of 52 species to consider protecting under the
MSHCP. These species were identified as either endangered or threatened by the Wildlife
Agencies, or at risk for becoming listed as threatened or endangered. Through the planning
process this list was reduced to 27 Covered Species. Species were eliminated from the final list
for reasons such as a lack of known locations in the Plan Area and insufficient data to facilitate
conservation planning. Table 3.1 lists the 27 Covered Species and identifies the reason for their
inclusion in the MSHCP.
The Plan Area contains 46 natural communities. The 27 natural communities included in the
MSHCP Reserve System are those needed to provide habitat for the Covered Species. Table 3.2
lists the natural communities protected by the MSHCP Reserve System.
Final May 16, 2011 Page 16
Coachella Valley Conservation Commission Local Development Mitigation Fee (LDMF) Nexus Study
Table 3.1: Covered Species Under the MSHCP
Plants
Mecca aster, Xylorhiza cognata (NS)
Coachella Valley milkvetch, Astragalus lentiginosus var. coachellae (FE)
Triple -ribbed milkvetch, Astragalus tricarinatus (FE)
Orocopia sage, Salvia greatae (NS)
Little San Bernardino Mountains linanthus, Linanthus maculatus (or Gilia maculata) (NS)
Invertebrates - Insects
Coachella Valley giant sand -treader cricket, Macrobaenetes valgum
Coachella Valley Jerusalem cricket, Stenopelmatus cahuilaensis
Fish
Desert pupfish, Cyprinodon macularius (FE/SE)
Amphibians
Arroyo toad, Bufo californicus (FE/CSC)
Reptiles
Desert tortoise, Gopherus agassizii (FT/ST)
Flat -tailed horned lizard, Phrynosoma mcallii (CSC)
Coachella Valley fringe -toed lizard, Uma inornata (FT/SE)
Birds
Yuma clapper rail, Rallus longirostris yumanensis (FE/ST/SFP)
California black rail, Laterallus jamaicensis (ST/SFP)
Burrowing owl, Athene cunicularia (CSC)
Southwestern willow flycatcher, Empidonax traillii extimus (SE/FE)
Crissal thrasher, Toxostoma crissale (CSC)
Le Conte's thrasher, Toxostoma lecontei (CSC)
Least Bell's vireo, Vireo bellii pusillus (FE/SE)
Gray vireo, Vireo vicinior (CSC)
Yellow warbler, Dendroica petechia brewsteri (CSC)
Yellow -breasted chat, Icteria vixens (CSC)
Summer tanager, Piranga rubra (NS)
Mammals
Southern yellow bat, Lasiurus ega or xanthinus (NS)
Coachella Valley round -tailed ground squirrel, Spermophilus tereticaudus chlorus (CSC)
Palm Springs pocket mouse, Perognathus longimembris bangsi (CSC)
Peninsular bighorn sheep, Ovis canadensis nelsoni (FE/ST/SFP)
Note: Species conservation information above current as of 2007.
Key:
FE: Federal Endangered CSC: Species of Special Concern (a state list of species that are at risk)
FT: Federal Threatened NOS: No Official Status (USFWS, CDFG, and the Scientific Advisory Committee that
SE: State Endangered assisted in preparing the MSHCP recommend inclusion of these species because of
ST: State Threatened the probability of their being placed on an official list.
SC: State Candidate
SFP: State Fully Protected
Source: Coachella Valley Association of Governments, Coachella Valley Multiple Species Habitat Conservation Plan/Natural
Community Conservation Plan, Table 3-1.
Final May 16, 2011 Page 17
Coachella Valley Conservation Commission Local Development Mitigation Fee (LDMF) Nexus Study
Table 3.2: Natural Communities Included in the MSHCP
Active desert dunes
Stabilized and partially stabilized desert dunes
Active desert sand fields
Ephemeral desert sand fields
Stabilized and partially stabilized desert sand fields
Stabilized shielded desert sand fields
Mesquite hummocks
Sonoran creosote bush scrub
Sonoran mixed woody and succulent scrub
Mojave mixed woody scrub
Desert saltbush scrub
Desert sink scrub
Chamise chaparral
Redshank chaparral
Semi -desert chaparral
Interior live oak chaparral
Cismontane alkali marsh
Coastal and valley freshwater marsh
Southern arroyo willow riparian forest
Sonoran cottonwood -willow riparian forest
Mesquite bosque
Desert dry wash woodland
Desert fan palm oasis woodland
Southern sycamore -alder riparian woodland
Arrowweed scrub
Mojavean pinyon -juniper woodland
Peninsular juniper woodland and scrub
Note: Natural communities list current as of 2007.
Source: Coachella Valley Association of Governments, Coachella Valley Multiple Species Habitat Conservation
Plan/Natural Community Conservation Plan, Table 3-3.
identifying the M S ', Reserve Sys,tern
The MSHCP planning team collected information on each Covered Species' life history, habitat,
ecological requirements, overall range, distribution, threats, and conservation needs. The team
gathered similar information on the composition and distribution of natural communities and on
existing conservation areas, topography, watersheds, ecological processes, roads, and current
land uses. The team then had maps prepared of the natural communities and species' habitat
distribution. These maps became the basis of for identifying lands with the highest biological
resource value to include in the Reserve System.
For each Covered Species for which sufficient information was available, core habitat areas were
delineated with unfragmented habitat that contained intact ecological processes large enough for
self-sustaining populations of species. Areas needed to maintain essential ecological processes,
core habitat, biological corridors, and linkages were also identified. The following measures of
Final May 16, 2011 Page 18
Coachella Valley Conservation Commission Local Development Mitigation Fee (LDMF) Nexus Study
adequacy were used to determine the habitat necessary to preserve Covered Species and the
conserved natural communities and identify lands to be included in the MSHCP Reserve System.
• Size of habitat patches. For each Covered Species, the planning team assessed
whether a conservation area provided core habitat. The Core Habitat concept was
not applied to species that were considered to occur as metapopulations. These
species are the burrowing owl, Le Conte's thrasher, Yuma clapper rail, California
black rail, riparian bird species, and southern yellow bat. A conservation area was
not deemed inadequate because of the lack of core habitat for these species. The
concept of core habitat was not used with natural communities.
• The number of core habitat areas protected in conservation areas for each
Covered Species. Where possible, the planning team sought to conserve a
minimum of three core habitat areas for each Covered Species. In some cases,
more than three core habitat areas for a Covered Species occurred in the
conservation areas. In other instances, fewer than three core habitat areas for a
Covered Species occurred in the Plan Area.
• Representative range of environmental conditions, including temperature, moisture,
and elevation gradients, under which the species or natural community occurs in a
viable population. For each Covered Species, the planning team assessed whether
the conservation areas included other conserved habitat that provided for the
conservation of the range of environmental conditions in which the species occurs
in the Plan Area.
• Essential ecological processes. These could include hydrological processes (both
subsurface and surface), blowsand movement, erosion, deposition, substrate
development, soil formation, and biological processes such as reproduction,
pollination, dispersal, and migration. The planning team assessed the conservation
areas to evaluate whether the essential ecological processes necessary to sustain
the Covered Species and the conserved natural communities present were
included in the conservation areas.
• Biological corridors and linkages. For each Covered Species, the planning team
assessed whether connectivity of the population in each conservation area was
maintained with populations in other conservation areas and to populations outside
the Plan Area to the maximum extent feasible.
Identifying Impacts "Ito 11-11.,eihitat
While the planning process resulted in the identification of an MSHCP Reserve System of
723,480 acres, habitat for each Covered Species can include additional areas within the 1.1
million acres subject to the Plan.io Impacts to this habitat, including direct, indirect, and
10
As set forth in the MSHCP, development may occur on a maximum of 22,420 acres of the Reserve
System. In addition, development that is consistent with maintaining certain conservation objectives is also
allowed within 7,800 acres designated as fluvial sand transport areas.
Final May 16, 2011 Page 19
Coachella Valley Conservation Commission Local Development Mitigation Fee (LDMF) Nexus Study
cumulative impacts, from land use decisions made by local governments are addressed by CEQA
among other state and federal laws. A direct impact to habitat for a Covered Species results from
the construction of new residential, nonresidential, and public uses on lands containing habitat
value, or whenever habitat is modified to reduce its suitability for the Covered Species.
Aside from direct impacts, development on lands in the Plan Area without habitat value for any
Covered Species can produce indirect impacts on Covered Species as well. New residential,
nonresidential, and associated public uses on land without habitat values economically support
developed uses on lands that either have or had habitat value for Covered Species. Examples
include normal development patterns that allow proximate residential development to support
retail development, employment development to support additional housing, and public
infrastructure to support all types of private development.
These market support relationships cross from lands containing habitat for Covered Species into
lands with no habitat value and vice versa. As a result, all new developed acres in the Coachella
Valley have direct or indirect impacts on Covered Species.
Development of lands containing habitat and lands that do not contain habitat are part of the
cumulative impacts on Covered Species. Cumulative impacts include the impact of existing
development on former and current acres of natural communities. Cumulative impacts also
include noise, lighting, drainage, intrusion of people into habitat areas, and the introduction of
non-native plants and non-native predators such as dogs and cats.
In addition to satisfying obligations of the IA and funding a Reserve System that benefits
residents of the community, the LDMF provides a means of mitigating the cumulative impact of an
estimated 110,170 acres of new development in the Plan Area on Covered Species between
2011 and 2083.
Final May 16, 2011 Page 20
4. Cost of MSHCP Activities
This chapter describes the cost of the land acquisition and M&M programs and presents the plan
for completing the program during the 75-year planning horizon. The land acquisition and M&M
programs occur concurrently because monitoring of Covered Species and natural communities
guides habitat acquisition objectives as the MSHCP progresses. Both sets of activities help
mitigate the direct, indirect and cumulative impacts of take that occurs with development.
The LDMF must address the costs associated with both land acquisition and M&M programs in
order to support the full conservation effort. If no new development occurred within the Plan Area
then there would be no take of Covered Species' habitat and no need for conservation of habitat
lands and careful monitoring and management of potentially threatened species and natural
communities. Thus, new development is solely responsible for and benefits entirely from these
costs.
Allocation f the LDINI
One objective of this analysis is to demonstrate that funding is available to cover the total costs
associated with acquisition of land, land preparation, and M&M activities. This analysis organizes
the costs associated with habitat acquisition and land preparation, as well as non fee revenues
dedicated to these activities, into a Land Acquisition Fund. Costs associated with M&M activities,
as well as non fee revenues dedicated to these activities, are organized in the M&M Fund.
The Land Acquisition and M&M Funds account for the year to year activity of the habitat
acquisition, monitoring and management components of conservation. In addition to these
activities, the MSHCP specifies that "The Local Permittees shall establish an endowment to fund
11
the Monitoring and Management Programs for those [conserved habitat] lands in perpetuity."
Even though funding to acquire land must be complete before the expiration of the Permit term,
the Local Permittees maintain possession of conserved habitat, as well as the obligation to
continue conservation in perpetuity per the MSHCP. As a result, a funding mechanism must be
established to ensure that enough funding has been received to continue the M&M programs
after year 75 of the planning horizon. This analysis organizes the sources and uses of these
funds into an Endowment Fund.
This analysis is based on a financial model constructed to estimate annual revenues and costs
for the Land Acquisition Fund, Monitoring & Management Fund and Endowment Funds. The
model was used to calculate the level of the LDMF needed to fully fund the habitat acquisition
and M&M programs after deducting other anticipated revenues and interest earnings on the fund
balances. Implementation of the MSHCP includes other costs such as land management, habitat
monitoring, and administration that are in addition to the habitat acquisition program. The LDMF
11
MSHCP Section E.S.6: Obligations of the Permittees, p. ES-18.
Final May 16, 2011 Page 21
Coachella Valley Conservation Commission Local Development Mitigation Fee (LDMF) Nexus Study
contributes to the funding of these costs; the mechanism by which this occurs is discussed in
detail below.
LDMF revenue is allocated among three funds, each of which supports different aspects of the
conservation program. All LDMF revenue and habitat acquisition expenditures are accounted for
in the Land Acquisition Fund, the Monitoring & Management Fund or the Endowment Fund.
CVCC manages the funds as part of its responsibilities to implement the MSHCP. The funds,
whether functioning as one accounting fund or several subfunds, enable the CVCC to comply
with a provision of the Fee Mitigation Act described in Chapter 6 that requires development
impact fees to be placed in a separate fund.
Before year 45, LDMF revenue that directly supports M&M is only allocated to the M&M Fund.
After year 45, portions of LDMF revenue are dedicated to both the M&M Fund and to the creation
of an Endowment Fund that will support M&M after year 75. The endowment fulfills the obligation
of the Local Permittees set out in the MSHCP.
Permittees would continue collecting LDMF revenue through year 75 but the CVCC would
terminate the Land Acquisition Fund after 45 years.
Table 4.1 presents a summary of the land acreage that will comprise the MSHCP Reserve
System described in the previous chapter. Of the 1.1 million acres in the Plan Area, 745,900
acres will be preserved as habitat. Seventy-eight percent or 561,700 acres of the Reserve
System has already been set aside. Complementary Conservation and state and federal
contributions to MSHCP implementation will conserve an additional 59,680 acres from November
2006 forward.
The remaining amount of 102,100 acres includes 10,800 acres of non-Permittee public and
quasi -public land, and 7,800 fluvial sand transport areas where acquisition is not required.
Approximately 7,500 acres is Permittee-owned land that will be conserved in perpetuity though
the MSHCP.
There are now 86,580 acres remaining in that total after transactions that closed through
December 31, 2010. The LDMF is the primary funding source for this habitat acquisition program.
Another key objective of the LDMF Program is the purchase of all habitat conservation lands as
soon as financially feasible within 45 years. Given the current development pressure, if land
acquisition is not completed within the first 45 years, important resources may become
developed, or surrounded by new development to the extent that the land may become isolated
and unsuitable habitat.
The following sections describe the habitat acquisition revenues and expenditures included in this
analysis.
Final May 16, 2011 Page 22
Coachella Valley Conservation Commission Local Development Mitigation Fee (LDMF) Nexus Study
Table 4.1: MSHCP Reserve Svstem
Acres
Conservation Areas Total 745,900
Potential Development Within Conservation Areas 22,420
MSHCP Reserve System Total 723,480
Existing Conservation Lands (as of June 2006)1 561,700
Land to be Conserved (as of June 2006) 161,780
Future Complementary Conservation (as of June 2006) 28,180
State and Federal Contribution To Plan Implementation (as of June 2006) 20,700
Conservation of Lands Owned By Non-permittee Public or Quasi -Public Entities2 10,800
Conserved Land Not Responsibility of Local Permittees 59,680
Remaining Lands to Be Conserved By Local Permittees 102,100
Local Permittee Responsibility
Conservation of Existing Local Permittee Lands3 7,500
Conservation of Fluvial Sand Transport Area 7,800
Subtotal Local Permittee Responsibility 15,300
Balance to be Acquired By Local Permittees at Time of Permit Issuance 86,800
Balance to be Acquired By Local Permittees, December 2010 86,580
Note: Estimates of land in conservation areas are from different dates and have been combined into one table. Minor
inconsistencies may remain.
Lands set aside for conservation purposes and ow ned by federal, state, and local agencies and non-profit organizations..
2 Lands currently ow ned by entities such as local utilities that the MSHCP estimates w ill be conserved through the regulatory
process as those entities seek approval to conduct various activities on their lands.
3 Lands currently ow ned by Local Permittees that they w ill set aside for conservation.
4 Lands that, through land use regulation, w ill be required to maintain their natural function as fluvial sand transport areas.
Source: Coachella Valley Association of Governments, Coachella Valley Multiple Species Habitat Conservation
Plan/Natural Community Conservation Plan, Table 4-1.
Revenues
Local Development Mitigation Fee Revenue
LDMF revenue would provide the majority of funding for the habitat acquisition program. The fee
generates revenue by multiplying the per acre fee by the estimated acres of new development.
The fee is assumed to increase at 3.29 percent annually. The inflation rate of 3.29 percent per
year is based on the average annual change in the Consumer Price Index (CPI) for the Los
Angeles -Riverside -Orange County Metropolitan Statistical Area (MSA) from 1984 to 2009.
The inflation rate of 3.29 percent is a long run average estimate of general costs in the economy,
and the actual increase will be based on the provisions of Permittee fee ordinances regarding
automatic updating of the fee and other jurisdiction -specific LDMF actions as implementation
proceeds.
Final May 16, 2011 Page 23
Coachella Valley Conservation Commission Local Development Mitigation Fee (LDMF) Nexus Study
Once all land acquisition has been completed in year 45, the only MSHCP costs that remain are
M&M and administrative costs required to continue the program through year 75 and after
expiration of the Permit. The M&M activities that occur after habitat acquisition is complete will
evaluate the efficacy of conservation by studying Covered Species and natural communities
inhabiting conserved habitat. The findings that emerge from monitoring research may require
management measures taken to preserve habitat in conserved areas to adapt to changing
circumstances. The LDMF will be adjusted to generate revenues sufficient to fund these costs in
years 46 through 75.
Actual fee levels may vary depending on the frequency of LDMF updates in response to changes
in the rate of development and the price of land, among other variables. The MSHCP requires
that a new Nexus Study be completed at least every five years.
Regional Road Project Mitigation
Measure A is a half -cent sales tax approved by Riverside County voters to fund transportation
projects. From Measure A funds, $30 million are dedicated to fully mitigate the direct, indirect,
and cumulative effects of transportation projects on the Covered Species and the conserved
natural communities. Of this amount $21,819,000 will be contributed to the Land Acquisition
Fund, and the remaining $8,181,000 million will be deposited into the Endowment Fund.
Regional Infrastructure Mitigation
This revenue source is generated by two public agencies in connection with mitigation of
infrastructure projects. The first agency is the Coachella Valley Water District (CVWD). CVWD is
anticipated to acquire 550 acres for the MSHCP Reserve System in the Thousand Palms
Conservation Area. The acquisition would mitigate habitat impacts of the Thousand Palms Flood
Control Project and is estimated to cost $10.5 million.
This acquisition is anticipated to occur in the early years of the MSHCP. The cost estimate is
based on the current average market value per acre for the Thousand Palms area of $15,700
(see discussion and table under Expenditures - Land Acquisition, below). The CVWD will also
have contributed a total of $4.0 million as payment to the CVCC for participation in the MSHCP
over the lifetime of the LDMF; this contribution will be part of the program Endowment.
The second agency is the California Department of Transportation (Caltrans). Caltrans has an
obligation to acquire 5,791 acres of habitat to mitigate non -interchange highway projects in the
Coachella Valley. For the purposes of the Nexus Study, Caltrans is assumed to acquire 1,930
acres in plan years 8 and 10, and 1,931 acres in year 15.
Acquisition costs per acre are assumed to be the same average cost for all acquired acres in the
year of acquisition. The actual phasing of the funding for this obligation by Caltrans on an annual
basis is not material to the calculation of the LDMF, because the mitigation is based on a given
amount of acreage to be acquired, not on a specific amount of revenue to be contributed.
Interest Earnings
The Mitigation Fee Act requires that interest earnings on development impact fee revenues be
credited to the same fund in which the fees are deposited and expended for the same purposes.
This analysis assumes a long term interest rate of 5.73 percent on fund balances, a rate
Final May 16, 2011 Page 24
Coachella Valley Conservation Commission Local Development Mitigation Fee (LDMF) Nexus Study
approximately equal to the 1984-2009 average interest rate for Pooled Money Investment
Accounts (PMIA) reported by the California State Treasury. This fund is a proxy for the type of
investment vehicle CVCC must use to preserve fund balances for the benefit of MSHCP
objectives.
Expenditures
Land Acquisition
Estimates for the price of land to be acquired by Permittees vary by the location of each
conservation area in the Valley. Per acre prices used in this analysis are based on the CVCC's
recent experience with land acquisition, as well as an independent study that relied on current
sales and listings of comparable properties (A Market Study of Land Values, Related to Several
Areas of Prospective Acquisition, Associated with the Coachella Valley Multiple Species Habitat
Conservation Plan, Scarcella, June 2010).
The study estimated low, mid, and high range market values per acre for each of 20 conservation
areas within the Plan Area. Estimates were made of the percentage of land to be acquired at
each market level in each conservation area. These costs exclude transaction costs (see below).
Table 4.2 on the following page details land acquisition amounts and undiscounted (nominal
dollar) purchase costs by conservation area within the MSHCP Reserve System.
Analysis of this data uses a number of cost estimates per acre multiplied by acres acquired to
estimate total costs for each year of MSHCP. Average per acre costs include related transaction
costs for appraisals, escrow fees, and other costs that are estimated to be approximately five
percent in addition to the land purchase price. The calculation of the average costs per acre used
in this analysis, including transaction costs in 2010 dollars are shown in Table 4.3. Table 4.2
informs the price per acre for acres to be acquired after acres designated high priority by the
CVCC. The CVCC's criteria for setting land acquisition priorities are described below.
The Nexus Study bases its assumptions for land cost on the recent land purchasing patterns and
long term strategies adopted by the CVCC. In the short run, the CVCC has identified the following
areas as its highest acquisition priorities:
• Thousand Palms Conservation Area
• Upper Mission Creek Conservation Area
• Coachella Valley Stormwater and Delta Conservation Area
• Willow Hole Conservation Area
• East Indio Hills Conservation Area.
Prioritization is based on how vulnerable natural habitat is in the area, the degree of threat
development poses to existing habitat or species and the extent to which the proportion of
developed to conserved land, or "Rough Step" has been satisfied in the area.
The areas identified above contain some of the highest priced land in the Plan Area. The CVCC
has been purchasing high priority land in these areas at an average of approximately $9,610 per
acre. Table 4.2 above shows that this figure is roughly compatible with the average price per acre
in high-priced areas reported by the June 2010 Market Study of Land Values.
Final May 16, 2011 Page 25
Coachella Valley Conservation Commission Local Development Mitigation Fee (LDMF) Nexus Study
The Nexus Study assumes that the first 22,000 acres purchased by the CVCC during the lifetime
of the LDMF will be purchased in these areas, and carries this price assumption forward until the
first 22,000 acres of conservation land are purchased. This analysis estimates that the CVCC will
have purchased its first 22,000 of high priority land before year 30 of the planning horizon.
Table 4.2: Modified MSHCP Reserve System Local Permittees Land
Acquisition Costs
No. MSHCP Designation Priority Acres $ Per Acre Total Cost
Priority
Areas
2
Stubbe & Cottonwood Canyons
1
1,705 $
5,250 $
8,949,938
3
Snow Creek / Windy Point
1
1,018
1,365
1,390,116
5
Highway 111 / 1-10
1
358
7,550
2,703,353
6
Whitewater Floodplain
1
2,082
5,450
11,344,175
7
Upper Mission Creek/Big Morongo Cyn
1
5,117
8,885
45,462,146
8
Willow Hole
1
2,392
9,813
23,471,500
9
Edom Hill
1
1,185
7,781
9,223,349
10
Thousand Palms
1
4,995
15,700
78,421,500
19
CV Stormwater Channel & Delta
1
2,651
9,688
25,680,303
Total
21,503
$
206,646,380
Priority Areas Average Price per Acre
$
9,610
Non -Priority Areas
1
Cabazon
2
2,806 $
1,175 $
3,296,968
4
Whitewater Canyon
2
78
1,081
84,770
11
West Deception Canyon
2
557
1,343
747,987
12
Indio Hills / Joshua Tree NP Linkage
2
2,088
4,325
9,029,865
13
Indio Hills Palms
2
1,525
1,706
2,601,229
14
East Indio Hills
2
1,014
3,925
3,980,343
15
Joshua Tree National Park
2
12,140
419
5,083,654
16
Desert Tortoise and Linkage
2
39,283
906
35,600,119
17
Mecca Hills / Orocopia Mountains
2
20,151
644
12,972,406
18
Dos Palmas
2
10,456
603
6,299,445
20
Santa Rosa & San Jacinto Mtns
2
33,052
2,875
95,025,276
Total
123,150
$
174,722,062
Non -Priority Average Price per Acre
$
1,419
Note: Transaction costs for appraisals, escrow fees, and related costs not included.
Acres
reflect acres actually available for conservation purchase by the CVCC.
Source:
Scarcella, A Market Study of Land Values, Related to Several Areas of Prospective Acquisition, Associated with the
Coachella Valley Multiple Species Habitat Conservation Plan, June 2010.
Final May 16, 2011 Page 26
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Coachella Valley Conservation Commission Local Development Mitigation Fee (LDMF) Nexus Study
After the CVCC purchases 22,000 acres of high priority land, the CVCC may purchase and
conserve parcels in less developed and less costly areas. This analysis assumes that the price of
the remaining acreage will equal the average cost of low priority acreage shown in Table 4.2.
The Nexus Study assumes that land acquisition costs will increase at 3.29 percent annually
during the 50-year acquisition period, resulting in the larger cost estimate in nominal dollars
shown in Appendix Table A-2, which summarizes the Land Acquisition Fund. This real estate
inflation factor of 3.29 percent per year is based on a more general proxy for changes in prices:
the average annual change in the Consumer Price Index (CPI) for the Los Angeles -Riverside -
Orange County Metropolitan Statistical Area (MSA) from 1984 to 2009. The period chosen
extends beyond the prior decade in order to capture a data series for a long term average.
Table 4.3 shows the land cost per acre assumptions used in this study for each stage of land
acquisition in the planning horizon. This analysis adds a 5 percent premium to the price of land in
an effort to account for escrow fees and other expenses that arise in the process of purchasing
land. Land costs per acre for Fiscal Years 2009 and 2010 are actual values based on CVCC
records. The CVCC expects to update this analysis periodically based on new land appraisal
studies.
This analysis includes an estimate of the amount of land acquired on an annual basis over the
45-year acquisition period. The analysis assumes that as much land as possible is acquired as
early as possible subject to revenue constraints. To supplement LDMF revenues, regional road
project and infrastructure mitigation payments provide revenue through year 18 of the MSHCP.
These phasing assumptions meet the "Rough Proportionality" requirements of the MSHCP
regarding the amount of habitat land conserved compared to the amount of development that
occurs. Actual land acquisition costs may turn out to be more or less than these estimates. Land
price inflation may also vary from the rate assumed here.
Costs would be lower to the extent that land is protected through methods other than fee simple
purchase, such as conservation easements. CVAG will conduct land market appraisals and
adjust the rate of increase in the LDMF discussed in the revenue section above to mirror actual
cost trends and ensure that total revenues do not exceed total costs within the Land Acquisition
Fund.
Land Preparation
Land preparation consists of one-time capital costs to render the land usable for intended
conservation purposes. These costs primarily include the removal of an invasive species such as
the Saharan mustard, and fencing. Other costs include gates, signage, and trash removal.
Ongoing maintenance costs are not included. The cost of land preparation is based on a baseline
12
2010 assumption of $188,000 per year, and is increased by 3.29 percent annually for inflation
Costs terminate at the end of the 50-year acquisition period.
12 MSHCP Section 5.3, Table 5-3c, p. 5-24.
Final May 16, 2011 Page 28
Coachella Valley Conservation Commission Local Development Mitigation Fee (LDMF) Nexus Study
Administration
The CVCC will contract with CVAG for staff services for the first five years of MSHCP
implementation and may continue to do so thereafter if desired. Total administration costs for all
MSHCP implementation activities are estimated to be $600,640 annually, on average. This
amount would fund management, accounting, information technology, and related overhead
costs. These amounts are based on actual expenditures made by the CVCC in Fiscal Years 2009
and 2010.
Administration costs also include $127,000 annually, on average, for a contract Land Acquisition
Manager funded solely by the Land Acquisition Fund. Fiscal Years 2009 and 2010 reflect costs
adjusted for current economic pressures. This analysis assumes that the Land Acquisition
Manager will be restored to a full time position as the economy recovers. All administration costs
are increased 3.29 percent annually for inflation. Administration costs associated with the Land
Acquisition Fund terminate at the end of the 45-year acquisition period.
Table 4.4 summarizes total revenues, expenditures, and other assumptions for the Habitat
Acquisition Program, in nominal dollars. This analysis assumes that Local Permittees will begin to
impose the updated LDMF on new development during most of fiscal year 2011-2012 (FY2O12).
The summary below shows the 2010 value of revenues, expenditures, and fund balance, made or
accumulated through 2083. The Land Acquisition Fund is assumed to terminate 43 years later in
plan year 45 or 2053. See Tables A-1 through A-6 in the Appendix for the cash flow detail.
Final May 16, 2011 Page 29
Coachella Valley Conservation Commission Local Development Mitigation Fee (LDMF) Nexus Study
Table 4.4: Summary of Land Acquisition Revenues and
Expenditures
FY2012-2083
Revenues
Local Development Mitigation Fee Revenuer
$ 276,919,000
CVAG - Measure A
4,626,000
Caltrans
31, 398, 000
CV W D
8,919,000
Contributions
-
Grants
-
Other
-
Interest Earnings
20,538,000
Total Revenues
$ 342,400,000
Expenditures
Land Acquisition
$
314,726,000
Land Preparation
8,156,000
Administration
Land Acquisition Manager (contract)
5,316,000
Administration (program -wide share)
9,585,000
Total Expenditures
$
337,783,000
Net Cashflow
$
4,617,000
Ending Fund Balance
$
-
Note: In constant dollars. Table represents present value of total program revenues
collected and expenditures made by year 75. Values have been rounded to nearest
thousand.
' Denotes the portion of total LDMF revenue assigned to land acquisition, land preparation
and associated activities.
Sources: Coachella Valley Association of Governments; Willdan Financial Services.
Monitoring orii' and Maria mly F',rograrn
The MSHCP identifies an M&M program as a key element of the conservation effort. According to
the MSHCP, the M&M program is designed to
(1) Demonstrate that the Plan is achieving its Conservation Goals and Objectives for the
Covered Species and conserved natural communities;
(2) Specify the primary components of Reserve Lands management; and
Final May 16, 2011 Page 30
Coachella Valley Conservation Commission Local Development Mitigation Fee (LDMF) Nexus Study
(3) Identify how Adaptive Management strategies will be used to address changes in
13
Habitat condition, natural communities and/or species health (distribution and numbers)
The costs and revenues associated with this part of the conservation process are summarized in
the M&M Fund and described in this chapter.
A portion of the LDMF is allocated to the M&M Fund. The M&M Fund also includes non fee
revenues dedicated to M&M activities and program costs for M&M programs specified in the
MSHCP.
The most prominent non -fee revenue source is the Conservation Trust Fund, whose landfill
tipping fee allocations amount to $36.5 million over the life of the Permit. The CVCC plans to fund
all M&M expenses for activities affecting lands other than Permittee conserved lands using
revenue from the Conservation Trust Fund. In addition, if the agency has carryover M&M
expenses from land acquired before revisions to the LDMF, costs which can be termed existing
deficiencies, revenue from the Conservation Trust Fund will be more than sufficient.
This policy will ensure that new development, through payment of the LDMF, does not fund any
M&M activities required by the MSHCP if those activities relate to existing deficiencies in M&M
programs or lands not acquired by the Permittees.
These revenues and costs are summarized in Table 4.7 as a program level summary of
monitoring and management costs. Detailed components of M&M program costs are detailed in
Tables A-4 and A-5.
The following sections describe the revenues and expenditures associated with the monitoring
and management component of the LDMF.
Revenues
Local Development Mitigation Fee Revenue
The LDMF contributes nearly $100.2 million to the M&M program throughout the 75 year Permit
term. Year to year, the LDMF is designed to cover the M&M expenses remaining to be funded
once Conservation Trust Fund (see below) revenues are exhausted in a given year. After land
acquisition is complete, the LDMF is re -set to collect sufficient revenue to fund annual M&M
expenses and contribute to the Endowment for M&M activities. This role of the LDMF is
discussed in greater detail below, in the Funding M&M Costs in Perpetuity section of this
analysis.
Conservation Trust Fund
The Conservation Trust Fund consists exclusively of Landfill Tipping Fees paid by the producers
of waste generated in the Coachella Valley and deposited in County landfills. The CVCC provided
the actual amounts of revenue received in this category for FY 2009 and 2010. In the future,
Landfill Tipping Fee revenue is projected to rise at the rate of inflation starting in year 3 and
continuing through year 75.
13
MSHCP E.S.8: MSHCP Reserve Lands Management and Monitoring, p. ES-31.
Final May 16, 2011 Page 31
Coachella Valley Conservation Commission Local Development Mitigation Fee (LDMF) Nexus Study
Expenditures
Monitoring Program
The Monitoring Program refers to the biological habitat monitoring and assessment program
associated with the MSHCP. The MSHCP states that the role of the Monitoring Program is to
Provide scientifically reliable data on:
(1) The status and spatial and temporal dynamics (amplitude and magnitude) of
key ecosystem components for the Covered plant and animal Species and
conserved natural communities, and
(2) The threats to these species and conserved natural communities. The
program will also identify, develop, [and] evaluate the extent to which
management practices and policies are sustaining the plan and animal species
14
and conserved natural communities covered under the Plan.
The MSHCP states that the Monitoring Program will be implemented in phases starting with the
collection of baseline data (The Baseline Phase) and extending to a long term species and
natural communities monitoring program.
Fulfilling these objectives requires employment of several biological scientists, GIS analysts, field
researchers and the equipment associated with each employee. Table 4.5 breaks out the
baseline cost assumptions for the Monitoring Program. All personnel and programs below
represent expertise in fields relevant to the Covered Species or natural communities identified in
the MSHCP or expertise in mapping, field equipment or surveillance. Estimates for the cost of
15
each personnel type, program and piece of equipment were provided by the CVCC
The sum of these expenditures for each year amounts to the total Monitoring Program
expenditure identified in the M&M Fund (see Table A-6). Note that some of the costs identified in
Table 4.5, such as the graduate research and sheep monitoring program, do not persist
throughout the 75 year planning horizon.
14
MSHCP Section E.S.8: MSHCP Reserve Lands Management and Monitoring: Monitoring Program, p. ES-
31.
15
MSHCP Section 8.8.2: Personnel for Monitoring Program, p. 8-106
Final May 16, 2011 Page 32
Coachella Valley Conservation Commission Local Development M
Table 4.5: Monitoring Program Baseline Costs
FY2011
FY Ending June 30 Expenditures
Personnel - All Soecies except shee
Monitoring Program Admin (1)
$
-
Vertebrate Ecol - Field Supervisor (1)
96,100
Entomologist (1 @ 0.5)
42,700
Associate Biologist (1)
85,300
Biologist - Mammalogy (1@0.5)
37,400
Biologist - Ornithology (1-2@0.5)
74,700
Seasonal Aide - Ornithology (1@0.5)
16,000
Seasonal Aide (4-5@0.75)
120,000
Personnel - Sheep and Trails
Seasonal Aide (3@0.75)
$
72,000
Graduate Researcher
24,000
Sheep - Monitoring
Personnel
$
53,300
Personnel - Data Analysis
GIS Analyst (1 @ 0.5)
$
42,700
GIS Technician (1 @ 0.5)
37,400
Personnel Subtotal
$
701,600
One-time Cost Items
Revise/Update Natural Communities Map $ -
Eauioment and Supplies
Satellite/Aerial Imagery
$ 3,100
Sampling Gear
16,000
Transect Set-up & Maintenance
5,400
Radio -tracking Equipment
600
Other Supplies
1,000
Weather Stations (3)
200
Vehicle Costs
19,600
Sheep Monitoring
69,300
Sheep Monitoring/Research
51,200
Equipment Subtotal
$ 166,400
Subtotal - Estimated Cost
$ 868,000
10% Contingency $ 86,800
Monitoring Program Cost $ 955,000
Note: In constant dollars. Costs change throughout the planning horizon as staffing
levels change. See Table A-4. 2011 costs have been adjusted from the 2003 base
using an annual inflation assumption of 3.29%.
Source: Coachella Valley Mountain Conservancy; Willdan Financial Services.
Fee (LDMF) Nexus Study
Final May 16, 2011 Page 33
Coachella Valley Conservation Commission Local Development Mitigation Fee (LDMF) Nexus Study
Management Program
The MSHCP states that:
The goal of the Management Program, including Adaptive Management actions, is to
provide for the Conservation of Covered Species as anticipated by the Plan. To
accomplish this goal requires on -going management activities on reserve lands such as
fencing and fence maintenance, public use management, enforcement of appropriate
laws and regulations, and the implementation of other actions identified in the reserve
16
management plans.
To perform the functions outlined above, the management Program requires management and
enforcement personnel, as well as various types of equipment needed to protect and maintain
habitat in and out of the field. The Management Program consists of land management and
supervision personnel and field staff. Expenditures in this category include funding for land
management personnel as well as habitat maintenance equipment and supplies. This includes a
Ranger -warden for conservation lands, associated field staff and office personnel and equipment
17
for the program headquarters . Baseline expenditures for the Management Program are outlined
in Table 4.6.
16
MSHCP Section E.S.8: MSHCP Reserve Lands Management and Monitoring: Management
Program, p. ES-33
17
MSHCP Section 8.8.1 Personnel for Management Program, p. 8-96
Final May 16, 2011 Page 34
Coachella Valley Conservation Commission Local Development Mitigation Fee (LDMF) Nexus Study
Table 4.6: Management Program Baseline Costs
FY2011 Expenditures
Personnel 1
Reserve Land Manager $
96,300
Asst. Reserve Manager (4)2
80,200
Ranger -Warden (2)
187,800
Field Crew Labor (contract)
42,200
Admin. Assistant (0.25-0.5)2
14,900
Personnel Subtotal $
421,400
Equipment and Suoolies
Site Protection & Maintenance $
26,600
Habitat Maintenance and Land
Preparation
4,100
Field Equipment and Supplies
14,400
Office Equipment
41,200
Public Education Services
5,900
Equipment Subtotal $
92,200
Subtotal - Estimated Cost $
513,600
10% Contingency $ 51,360
Administrative Overhead (10%) $ 51,360
Total - Estimated Cost $ 616,000
Notes: In constant dollars.
' This salary includes benefits, worker' compensation.
2 These positions are phased in as the number of acres acquired increases
Source: Coachella Valley Nbuntain Conservancy; Willdan Financial Services.
Adaptive Management
The Management Program adopts an Adaptive Management strategy. The Adaptive
Management Program will address management uncertainty, including the following issues:
(1) Management action as responses to findings of the Monitoring Program in regards to
unanticipated changes, in the needs of individual species, groups of species, or
conserved natural communities, including fluvial and aeolian transport and sorting of
sand;
(2) Reserve and species management techniques and actions;
(3) Enhancement of the conservation values of lands in the Conservation Areas; and
Final May 16, 2011 Page 35
Coachella Valley Conservation Commission Local Development Mitigation Fee (LDMF) Nexus Study
(4) Management actions to address Changed Circumstances, linking the Monitoring Program
with Adaptive Management actions to inform reserve managers of the status of Covered
Species, conserved natural communities, and essential ecological processes in a manner
that provides data to allow informed management actions and decisions. Existing
information about both the impact of threats and the management strategies for
addressing those threats will be used extensively in designing the initial management
18
program for each Conservation Area.
Management Contingency
The MSHCP requires the Local Permittees to fund a $5,000,000 management contingency as
part of the M&M program in order to "provide ability to address immediate and/or large scale
M&M Program needs on Permittee lands"-19. The MSHCP specifies that this contingency fund
should be established within the first ten years of the planning horizon. The guideline for use of
these funds is as follows:
This fund shall be used when monitoring results and/or other information indicate that
corrective actions to address these management priorities are needed to achieve the
20
goals and objectives for Covered Species.
Accordingly, the Monitoring & Management Fund in this analysis includes an annual $500,000
contingency each year for the first ten years of the planning horizon. This provision amounts to a
$5,000,000 contingency by the end of the planning horizon.
Administration
Program wide administration costs for the LDMF include several types of administrative overhead
for MSHCP-related programs. Administrative expenses associated with the CVCC's
implementation of the MSHCP consist of legal, accounting, and other departmental and agency -
wide administrative support; and LDMF administrative costs include revenue collection, revenue
and cost accounting, mandated public reporting, and fee justification analyses.
Endowment and LDIVIF Support for the Monitoring & Management Fund
The foregoing revenue section shows that the Conservation Trust Fund is the only source of non -
fee revenue dedicated specifically to M&M programs. Even in the near term, the Conservation
Trust Fund does not accumulate enough revenue in order to fund the year to year operations of
the M&M Fund on its own. To avoid year to year shortfalls in the M&M programs, this analysis
dedicates sufficient LDMF and Endowment revenues to fund Monitoring and management
activities in the following ways:
• As a first priority, this analysis uses Endowment Fund revenues to support M&M
activities in years 1 to 45 of the planning horizon. During years 1 through 45, the
18
MSHCP Section E.S.8: MSHCP Reserve Lands Management and Monitoring: Adaptive
Management, p. ES-35.
19
MSHCP Section 8.2.4.2: Management Contingency Fund, p.8-26.
20
MSHCP Section 8.2.4.2: Management Contingency Fund, p.8-26.
Final May 16, 2011 Page 36
Coachella Valley Conservation Commission Local Development Mitigation Fee (LDMF) Nexus Study
Endowment Fund transfers one-half of its fund balance to the M&M Fund every
year in which fund balance is available.
• As a second priority, this analysis allocates a variable portion of the LDMF to the
M&M Fund throughout the lifetime of the LDMF. The amount of LDMF revenue that
the M&M Fund is to receive is calculated to equal the shortfall that would otherwise
occur in the management, monitoring, administration and contingency expenses
detailed above net of endowment revenues transferred in a given year. This
ensures that the portion of LDMF revenue allocated to M&M activities can never
exceed the cost of programs detailed in Table 4.7 and prevents over -collection of
the fee.
• As a third priority, the LDMF gradually contributes revenue toward a full
endowment that can sustain of M&M costs in perpetuity. The method for this step is
discussed in detail below.
Funding M&M Costs in Perpetuity
This analysis recognizes that, because the MSHCP specifies that the Local Permittees are
responsible for funding M&M activities in perpetuity, M&M costs will occur after the expiration of
the Permit. Since existing sources of revenue for habitat acquisition, including the LDMF, expire
with the Permit, sufficient revenues must be collected in years 1 through 75 to fund M&M
activities after the expiration of the Permit term.
The total amount of revenue required to yield sufficient interest was calculated using a long term
averaged public funds yield assumption of 5.73 percent per year, and total M&M expenses in
year 75 of approximately $2 million. The rate of 5.73 percent is approximately equal to the 1984-
2009 average interest rate for Pooled Money Investment Accounts (PMIA) reported by the
California State Treasury. The size of the endowment required to yield sufficient revenues for this
purpose is approximately $36.5 million.
After land acquisition is complete in year 45, the LDMF is reset in order to contribute enough
revenue every year in years 46-75 to reach the target revenue above. This revenue is the LDMF
allocated to the Endowment Fund and fulfills the Permittees' obligation to establish an
Endowment Fund to support M&M activities in perpetuity per the MSHCP. The total amount
contributed from the LDMF over the planning horizon is $23.9 million; this amount is equivalent to
an annual contribution of approximately $800,000 each year over 30 years. The remainder of
contributions to endowment is comprised of interest earnings.
Table 4.7 summarizes the revenues and expenditures associated with the M&M Fund in constant
dollars. Table 4.7 is based on an assumed annual inflation rate of 3.29 percent, and shows the
discounted sum of revenues and expenditures across the 75-year period. Table 4.7 also shows
the LDMF contribution to the endowment. Since these are not deposited into the M&M Fund until
after the end of the planning horizon, this amount is shown separately from the balanced
revenues and expenditures.
Final May 16, 2011 Page 37
Coachella Valley Conservation Commission Local Development Mitigation Fee (LDMF) Nexus Study
Table 4.7: Summary of Monitoring and Management
Program Revenues and Expenditures
FY2012-2083
Revenues
Landfill Tipping Fees
Conservation Trust Fund $ 36,500,000
Eagle Mountain Open Space Trust -
Other Revenues -
Transfer From Endowment 17,911,000
Local Development Mitigation Fee Revenue' 100,218,000
Interest Earnings 7,000
Total Revenues $ 154,636,000
Expenditures
Monitoring Program
$
63,394,000
Management Program
54,408,000
Adaptive Management
4,777,000
Management Contingency
4,341,000
Administration (program -wide share)
27,841,000
Total Expenditures
$
154,761,000
Net Cash Flow
$
(125,000)
Ending Fund Balance
$
-
LDMF Contribution to Endowmentz
$
23,860,000
Note: In constant dollars. Table represents present value of total program revenues
collected and expenditures made by year 75. Values have been rounded to nearest
thousand.
Denotes the portion of total LDMF revenue assigned to Management and Monitoring
activities.
2 This is the total value of transfers made from the LDMF to the Endow ment Fund to
ensure that the Endow ment Fund w ill have sufficient balance to fund the Monitoring and
Management expenditures listed above after Year 75.
Sources: Coachella Valley Association of Governments; Willdan Financial Services.
Table 4.8 shows the share of total revenues represented by each individual revenue source
detailed in Tables 4.4 and 4.7. The majority of funding for all activities in the MSHCP comes from
the LDMF.
Final May 16, 2011 Page 38
Coachella Valley Conservation Commission Local Development Mitigation Fee (LDMF) Nexus Study
Table 4.8: Summary of Program -Wide Future MSHCP Revenues
Land Share of Monitoring and Share of
FY2012-2083 Acquisition Revenues Management Revenues
Revenues
Landfill Tipping Fees
Conservation Trust Fund
Eagle Mountain Open Space Trust
Other Revenues
Transfer From Endowment
Local Development Mitigation Fee Revenue
CVAG - Measure A
Caltrans
CVWD
Contributions
Grants
Interest Earnings
Total Revenues
$ -
0.0%
$
36,500,000
23.6%
-
0.0%
-
0.0%
-
0.0%
-
0.0%
-
0.0%
17,911,000
11.6%
276,919,000
80.9%
100,218,000
64.8%
4,626,000
9.2%
-
0.0%
31,398,000
1.4%
-
0.0%
8,919,000
2.6%
-
0.0%
-
0.0%
-
0.0%
-
0.0%
-
0.0%
20,538,000
6.0%
7,000
0.0%
$
154,636,000
100.0%
$ 342,400,000 100.0%
Note: In constant dollars. Table represents present value of total program revenues collected through year 75.
Sources: Coachella Valley Association of Governments; Willdan Financial Services.
Table 4.9 uses the share of available revenues represented by the LDMF to estimate how much
of each MSHCP expenditure is funded by the LDMF.
Final May 16, 2011 Page 39
Coachella Valley Conservation Commission Local Development Mitigation Fee (LDMF) Nexus Study
Table 4.9: Summary of Program -Wide LDMF Allocation, FY2012-2083
Portion Funded
Expenditure Category Expenditures by LDMF
Land Acauisition
Land Acquisition $ 314,726,000 $ 254,537,000
Land Preparation 8,156,000 6,596,000
Administration
Land Acquisition Manager (contract) 5,316,000 4,299,000
Administration (program -wide share) 9,585,000 7,752,000
Total Expenditures $ 337,783,000 $ 273,184,000
Approximate LDMF Share' 80.9%
Monitorin_g Program
Monitoring Program $ 63,394,000 $ 41,085,000
Administration (program -wide share) 13,906,022 9,012,000
Total Expenditures $ 77,300,022 $ 50,097,000
Manaaement Proaram
Management Program 54,408,000 35,261,000
Adaptive Management 4,777,000 3,096,000
Management Contingency 4,341,000 2,813,000
Administration (program -wide share) 13,934,978 9,031,000
Total Expenditures $ 77,460,978 $ 50,201,000
Approximate LDMF Share' 64.8%
Grand Total $ 492,544,000 $ 373,482,001
Average Share Funded by LDMF 75.8%
Note: In constant dollars. Table represents present value of total program expenditures through Plan Year 75.
' Represents a 72 year averaging of fee contributions to major program categories and not a strict accounting
allocation from a particular funding source.
Sources: Coachella Valley Association of Governments; Willdan Financial Services.
Final May 16, 2011 Page 40
This chapter describes the fee schedule per acre of development during and after the period of
habitat acquisition in years 1 through 45.
Acr,6131age Subject to the Fee
The MSHCP applies to development occurring anywhere in the Plan Area, with limited
exceptions. This section defines which land is exempt from the fee, and then explains the direct,
indirect, and cumulative impacts to Covered Species from land development in the Plan Area.
Exemptions
Certain development projects that were already in progress at the time the Permit was issued will
be exempted from the LDMF. Projects are exempt from paying the fee only if the project meets
each of the following three conditions:
(1) Completion of required infrastructure improvements including, but not limited to,
underground utilities, exterior project area walls, streets and curbs and were issued at
least one building permit for a discrete primary structure, such as a single family home,
prior to October 1, 2008 (date of MSHCP Permit Approval).
(2) Continuous construction activity since October 1, 2008 as demonstrated by issuance of a
building permit for a discrete primary structure and/or a certificate of occupancy permit for
a discrete primary structure in each six month period between October 1, 2008 and April
1, 2011.
(3) City registration of the Project and proposed lots to be exempted, in accordance with
CVCC procedures.
Approximately 1,300 residential lots, or an estimated 260 acres of development, are expected to
receive exemptions from the LDMF. This exempt development is expected to occur between
FY2012 and FY2016.
In addition, some projects that made a separate payment to mitigate impacts on endangered
species habitat will receive a refund of a portion of their LDMF payment. The amount refunded is
assumed to have LDMF revenue impacts equivalent to a full exemption for approximately 100
acres of development. The refunds are expected to be granted between FY2012 and FY2021.
Table 5.1 summarizes the assumptions for the refunded fees and exemptions that will be granted
over the next ten years.
Final May 16, 2011 Page 41
Coachella Valley Conservation Commission Local Development Mitigation Fee (LDMF) Nexus Study
Table 5.1: LDMF Exemptions and Refunds
Exemptions for In -Progress Lots
Exempt Lots 1,300
Average Lot Size (acres)' 0.224
Exempt Acreage 291
Buildout of Exempt Lots (years )2 5
Acreage of Exemptions per Year 58
Fees Refunded for Altemative Mitigation Payments
Equivalent Exempt Acreage 100
Buildout of Development Receiving Refunds (yearsf 10
Acreage of Exemptions per Year 10
Notes:
1 The average lot size matches the historical lot size for residential uses between
0 and 8 units per acre. Actual exemptions may differ from this range of densities.
A lower density is chosen to conservatively estimate reductions in fee revenue.
2 Assumes exempt lots w ill be developed at an even rate per year betw een
FY2012 and FY2016.
3 Acreage of exemptions that w ould have an equivalent revenue impact to
expected fee refunds for alternative mitigation payments.
° Assumes area subject to a refund w ill be developed at an even rate betw een
FY2012 and FY2021.
Source: Coachella Valley Association of Governments.
Direct, Indirect, and Cumulative Impacts
The cost of the habitat acquisition program is allocated to new development on vacant or partially
vacant land within the Plan Area (see Chapter 2). The amount of new development anticipated
during the Permit's life is first adjusted to exclude development that was already in progress on
the effective date of the MSHCP. The above section on exemptions provides the criteria that
define whether a project was already in progress on the MSHCP's effective date. No other
exemptions apply.
All vacant or partially vacant land that is subject to the fee, when developed, has direct, indirect,
or cumulative effects on Covered Species. Normal development patterns allow residential
development to support retail development, employment development to support additional
housing, and public infrastructure to support all types of private development. These types of
relationships between land uses links or connects development on lands with zero habitat value
with development on lands having significant habitat value.
As a result, any vacant or partially vacant land subject to the fee, once developed, has a direct or
indirect impact on Covered Species. Combined with the impacts of existing development, new
development also has cumulative impacts on Covered Species.
Final May 16, 2011 Page 42
Coachella Valley Conservation Commission Local Development Mitigation Fee (LDMF) Nexus Study
Table 5.2 lists the Covered Species and the natural communities that may be found on vacant or
partially vacant land in urban areas on the valley floor. When habitat conversion takes place
anywhere there is an overall loss to habitat quantity and the quality of the remaining occupied or
potential habitat is degraded because these areas may become even more isolated and impede
species movement. Thus, all development has a direct, indirect and/or cumulative impact on the
loss of habitat for the Covered Species.
Table 5.2: Covered Spedeis and Natural Communities Found In Urban Areas
Covered Species Natural Communities
Invertebrates - Insects Active desert dunes
Coachella Valley giant sand -treader cricket, Macrobaenetes valgum Active desert sand fields
Coachella Valley Jerusalem cricket, Stenopelmatus cahuilaensis Ephemeral desert sand fields
Reptiles Stabilized and partially stabilized desert sand fields
Flat -tailed homed lizard, Phrynosoma mcallii Stabilized shielded desert sand fields
Coachella Valley fringe -toed lizard, Uma inornata Mesquite hummocks
Birds Sonoran creosote bush scrub
Burrowing owl, Athene cunicularia Sonoran mixed woody and succulent scrub
Crissal thrasher, Toxostoma crissale Desert saltbush scrub
Le Conte's thrasher, Toxostoma lecontei
Mammals
Coachella Valley round -tailed ground squirrel, Spermophilus tereticaudus chlorus
Palm Springs pocket mouse, Perognathus longimembris bangsi
Source: Coachella Valley Mountain Conservancy.
lee here
The LDMF is based on the net revenue requirements for the land acquisition, administration and
monitoring and management activities of the MSHCP. As discussed above in Chapter 4
(Expenditures - Land Acquisition) for years 1 through 45, revenue requirements are based on
Land Acquisition Fund expenditures net of revenue from regional road project mitigation, regional
infrastructure mitigation and interest earnings, as well as monitoring and management program
requirements net of Conservation Trust revenues and non fee Endowment transfers. For years 46
through 75 revenue requirements are based on the year to year funding requirements of M&M
activities and the ultimate cost of the MSHCP's monitoring and management activities after year
75.
New development will pay the LDMF over the remainder of the 75 year life of the Permit,
representing 109,779 developed acres. Each newly developed acre has a similar proportionate
impact by causing direct, indirect, and cumulative impacts on species and existing or potential
habitat and natural communities. New development also causes a need for and benefits from the
installation of public infrastructure, which also impacts habitat.
Final May 16, 2011 Page 43
Coachella Valley Conservation Commission Local Development Mitigation Fee (LDMF) Nexus Study
Fee Without Desert Hot Springs in Plan
Table 5.3 presents the fee per developed acre for the land acquisition program before and after
land acquisition is complete. The amount per acre of $5,600 in 2011-2053 is based on the total
revenues required for land acquisition, administration and monitoring and management in those
years. Increased at 3.29 percent annually, this is the net revenue needed to fund land acquisition
costs through year 45.
Table 5.3: Fee per Acre
2011-2053 2054-2083
Fee per Acre'
Total Acres Developed
$ 5,600 $ 1,418
61,603 48,300
Local De\,elopment Mitigation Fee Revenue $ 344,976,800 $ 68,489,400
Note: Local Development Mitigation Fee revenue rounded to thousands.
' The fee for years 2054-2083 reported in this table is an average fee for this period. Since
land acquisition is complete by 2053, the fee for years 2054-2083 is adjusted so that the fee
amount is just high enough to cover remaining program costs and no more.
2 Excludes approximately 360 acres of development that was begun prior to MSHCP Permit
approval w hich w ill be exempt from the Local Development Mitigation Fee.
Sources: Tables A-1 through A-6; Willdan Financial Services.
In year 46, the fee is adjusted to match the cost of remaining program activities. The LDMF is
calculated to cover present M&M costs, as well as contribute to the accumulation of an
endowment to allow for perpetual funding of these activities using earned interest. Since the bulk
of expenses in the MSHCP are related to land acquisition, the fee falls 75 percent in year 46.
As a result, the MSHCP can fund the mitigation of these impacts with a fee imposed per
developed acre. The per acre cost from Table 5.3 provides the basis for the fee schedule. The
total fee for a specific project is based on its size as measured in acres. This approach ensures a
reasonable relationship between the fee for a specific development project and the impact of that
project on the need for habitat protection. Each acre of development has the same impact, and
the level of the fee is uniform for all residential and nonresidential uses.
The fee schedule uses the per acre cost shown in Table 5.3 to apply to all nonresidential
development projects. Industrial uses include mining and energy projects.
For residential development projects, the fee schedule converts the per acre cost to a cost per
dwelling unit based on the density of the project (dwelling units per acre). The mitigation fee is
based on average lot size for the three residential categories (0 to 8 units per acre, 8.1 to 14 units
per acre, and 14 units and over per acre). To simplify administration of the Coachella Valley
LDMF in conjunction with the Western Riverside County DMF, the same density categories and
Final May 16, 2011 Page 44
Coachella Valley Conservation Commission Local Development Mitigation Fee (LDMF) Nexus Study
average lot size assumptions are used for this fee schedule (see Mitigation Fee Nexus Report for
the Western Riverside County Multiple Species Habitat Conservation Plan).
Table 5.4 presents the Local Development Mitigation Fee schedule for the MSHCP in 2011
dollars. The table includes the average lot size assumption for each of the residential land use
categories. The LDMF would only apply to new development on vacant or partially vacant land.
The fee would not apply to development projects such as building additions or renovations that do
not enlarge the footprint of development.
Table 5A Fee Schedule
Cost Per Average
Acre Lot Size Fee'
Residential
0 - 8 Units Per Acre
8.1 - 14 Units Per Acre
14.1+ Units Per Acre
Nonresidential
Commercial
Industrial
$ 5,600
0.224
$ 1,254
5,600
0.093
521
5,600
0.041
230
$ 5,600
NA
$ 5,600
5,600
NA
5,600
Per dwelling unit for residential and per acre for nonresidential land uses.
Source: Table 5.3; Willdan Financial Services
Revenue requirements for the LDMF may vary substantially depending on economic factors
discussed in Chapter 4 that affect this analysis. These factors include, for example, land
acquisition price inflation, interest rates, and the rate of new development. The proposed fee
schedule represents a reasonable approach for allocating mitigation costs as evenly as
practicable across new developed acreage. The analysis is constrained by:
(1) The policy objectives to fund land acquisition as soon as feasible within 45 years; and
(2) The limited financing options available. Given these considerations, the fee schedule
presented here represents a reasonable approach to the fair allocation of costs across all
new development.
Fee with Desert Hot Springs in Plan
Table 5.5 shows the cost per acre calculated for development assumptions that include the City
of Desert Hot Springs. Development assumptions underlying this calculation are presented in
Chapter 2 of this analysis.
Final May 16, 2011 Page 45
Coachella Valley Conservation Commission Local Development Mitigation Fee (LDMF) Nexus Study
Table 5.5: Fee per Acre, with Desert Hot Springs
2011-2053 2054-2083
Fee per Acre'
Total Acres Developed
$ 5,150 $ 1,304
66,983 52,500
Local Development Mitigation Fee Revenue $ 344,962,450 $ 68,460,000
Note: Local Development Mitigation Fee revenue rounded to thousands. This fee is based on
an assumption that the City of Desert Hot Springs represents, on average, 8% of
development in the Coachella Valley.
The fee for years 2054-2083 reported in this table is an average fee for this period. Since
land acquisition is complete by 2053, the fee for years 2054-2083 is adjusted so that the fee
amount is just high enough to cover remaining program costs and no more.
2 Excludes approximately 360 acres of development that w as begun prior to MSHCP permit
approval w hich w ill be exempt from the Local Development Mitigation Fee.
Sources: Tables A-1 through A-6; Willdan Financial Services.
Table 5.6 summarizes the fee schedule for an LDMF fee that includes development in the City of
Desert Hot Springs.
Table 5.6: Fee Schedule, with Desert Hot
Springs Development
Residential
0 - 8 Units Per Acre
8.1 - 14 Units Per Acre
14.1+ Units Per Acre
Nonresidential
Commercial
Industrial
Cost Per Average
Acre Lot Size Fee'
$ 5,150
0.224
$ 1,154
5,150
0.093
479
5,150
0.041
211
$ 5,150
NA
$ 5,150
5,150
NA
5,150
Per dwelling unit for residential and per acre for nonresidential land uses.
Source: Table 5.5; Willdan Financial Services
Evaluation of Fee Uses in "Without Desert Hot Springs" Scenario
Table 5.7 shows the uses of LDMF revenue, assuming a fee calculated without Desert Hot
Springs, for the first five years of the program. From 2011 to 2015, approximately 65 percent of
LDMF revenue is devoted to habitat acquisition, with the remainder being used to fund monitoring
and management activities.
Final May 16, 2011 Page 46
Coachella Valley Conservation Commission Local Development Mitigation Fee (LDMF) Nexus Study
Table 5.7: LDMF Allocation, 2009-2015
FY Ending June 30 2009 2010 2011 2012 2013 2014 2015
Plan Year 1 2 3 4 5 6 7
Mitigation Fee Revenue
New Developed Acres
40
117
125
368
552
644
828
Fee Exempt Acres
-
-
68
68
68
68
Acres Subject to Fee
40
117
125
300
484
576
760
Mitigation Fee
$
5,730
$ 5,730
$ 5,730
$ 5,600
$ 5,784
$ 5,975
$ 6,171
Local Development
Mitigation Fee Revenue
$
230,810
$ 673,242
$ 714,000
$ 1,679,000
$ 2,798,000
$ 3,440,000
$ 4,689,000
Allocation by Fund
Land Acquisition
$
230,810
$ 673,242
$ 714,000
$ 242,000
$ 1,669,000
$ 2,509,000
$ 3,268,000
Monitoring & Management
-
-
-
1,437,000
1,129,000
931,000
1,421,000
Total Expenditures
$
230,810
$ 673,242
$ 714,000
$ 1,679,000
$ 2,798,000
$ 3,440,000
$ 4,689,000
Share by Fund
Land Acquisition
100%
100%
100%
14%
60%
73%
70%
Monitoring and Management
0%
0%
0%
86%
40%
27%
30%
Note: See text for explanation of each revenue and cost line item.
Sources: Coachella Valley Association of Governments; Willdan Financial Services.
Final May 16, 2011 Page 47
R6. Mitigation Fee Act Findings
Development impact fees are one-time fees, typically paid when a building or grading permit is
issued, imposed on development projects by local agencies responsible for regulating land use
(cities and counties). To guide the widespread imposition of impact fees, the State Legislature
adopted the Mitigation Fee Act (the "Act') with Assembly Bill 1600 in 1987 and subsequent
amendments. The Act, contained in California Government Code Sections 66000 through 66025,
establishes requirements on local agencies for the imposition and administration of impact fee
programs. The Act requires local agencies to document five findings when adopting an impact
fee.
The five statutory findings required for adoption of the LDMF to fund habitat acquisition and M&M
costs under the MSHCP are summarized in this chapter and supported in detail by the body of
this report. All statutory references are to the Act.
Purpose of 'Wee
For the first finding the agency must:
Identify the purpose of the fee. (§66OO1(a)(1))
The purpose of the LDMF is threefold. First, the LDMF provides a funding source from new
development for the acquisition of habitat lands and the monitoring and management of those
lands in perpetuity. All three activities mitigate development impacts and carry forward the
purposes and objectives of the MSHCP. The LDMF advances a legitimate public interest by
funding habitat conservation and maintaining habitat values of Reserve System lands in
perpetuity as required by the Implementing Agreement executed by each Permittee.
Second, the conservation actions funded by the LDMF will also construct and maintain a Reserve
System that is a valuable community amenity. Residents and visitors to the region will benefit
from a system of conserved lands containing native ecosystem types and natural communities in
their natural range of variation. Many of the Reserve System lands provide trails and other
passive recreational opportunities (e.g. bird watching). Conservation of these and other lands
provide the community with scenic vistas and backdrops to developed uses such as residential
and visitor serving uses.
Third, fulfillment of the MSHCP also provides a key public service to the Coachella Valley and its
prospects for streamlined economic development. The incidental take authority granted by the
Permit avoids a time consuming and costly process to determine mitigation for impacts to
Covered Species from new development.
Use of Fee 11Revenues
For the second finding the agency must:
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
Final May 16, 2011 Page 48
Coachella Valley Conservation Commission Local Development Mitigation Fee (LDMF) Nexus Study
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. (§66OO1(a)(2))
Fees covered by the requirements of the Act are those used to defray all or a portion of the cost
of public facilities related to new development. The Act defines public facilities as including "public
improvements, public services, and community amenities." (§66OOO(d)). LDMF revenue will
provide most of the funding necessary to acquire a Reserve System of 86,800 acres of habitat
and related costs as a community amenity. Under the MSHCP, this habitat acquisition program
provides a comprehensive approach to mitigate the loss of species and habitat caused by all
development in the Coachella Valley or adjacent areas.
All habitat acquired with funding from the LDMF will be located within the Conservation Areas.
The MSHCP represents the public document referenced in the statute above that adequately
identifies the amount, type, and general location of land to be acquired with LDMF funding.
The agencies responsible for implementing the LDMF (including the CVCC among others) will
restrict the use of fee revenues to costs associated with the habitat acquisition and M&M
programs. These costs include:
• Land acquisition and related costs such as appraisals and title insurance;
• Land preparation measures such as fencing to protect habitat from human impacts;
• M&M costs including adaptive management elements required by the MSHCP; and
• Administrative costs associated with management of the habitat acquisition and
M&M programs.
Each of the above cost elements should bear a reasonable relationship to the inventory of
acquired lands. The detailed breakdown of land acquisition and M&M costs to be funded by the
LDMF are given in Chapter 4 of this report, Cost of MSHCP Activities.
Benefit Relationship
For the third finding the agency must:
Determine how there is a reasonable relationship between the fee's use and the type of
development project on which the fee is imposed. (§66OO1(a)(3))
All new development within the Coachella Valley will directly or indirectly benefit from the LDMF
by funding a comprehensive approach to habitat mitigation. The 86,800 acres to be acquired,
monitored, and managed in part with fee revenues are one component of the 723,480-acre
MSHCP Reserve System. The MSHCP Reserve System is the preferred alternative representing
the area necessary to protect the Covered Species and the conserved natural communities
identified in the MSHCP.
Establishment of the MSHCP Reserve System and funding its monitoring and management in
perpetuity will mitigate the impacts on Covered Species and conserved natural communities by all
new development and associated public infrastructure projects within the Coachella Valley for the
term of the Permit. Each type of project leads to the elimination of habitat, whether directly,
Final May 16, 2011 Page 49
Coachella Valley Conservation Commission Local Development Mitigation Fee (LDMF) Nexus Study
indirectly, or as a cumulative effect. Thus, there is a reasonable relationship between the use of
LDMF revenue and all types of new residential and nonresidential development throughout the
Coachella Valley that will pay the fee. Because the impact is the same for each developed acre,
the level of the fee is uniform across all land uses.
LDMF revenue is used to acquire land and conduct monitoring and management activities in
perpetuity as required by the IA. Because the Permit provides for incidental take authority, these
three actions benefit new development, as described in detail in Chapter 4 of this report, Cost of
MSHCP Activities.
For the fourth finding the agency must:
Determine how there is a reasonable relationship between the need for the public facility
and the type of development project on which the fee is imposed. (§66OO1(a)(4))
All vacant lands in the Coachella Valley, including vacant lands or partially vacant lands in urban
areas, represent current or potential habitat for Covered Species and the conserved natural
communities identified in the MSHCP. All new development projects on vacant or partially vacant
lands regardless of location will have direct, indirect, and/or cumulative impacts on species and
existing or potential habitat and natural communities.
New development also causes a need for and benefits from the installation of public
infrastructure. Without new development, no further habitat conservation to mitigate for
development impacts would be needed in the Plan Area. Therefore, there is a reasonable
relationship between the need for habitat conservation and all types of residential and
nonresidential development throughout the Coachella Valley that will pay the fee.
The need for habitat conservation, including acquisition of land and monitoring and management
of those lands in perpetuity, was determined through the MSHCP planning process using
scientific standards. The MSHCP Reserve System includes land necessary to represent a range
of native ecosystem types, to maintain or restore viable populations of species, and to sustain
ecological and evolutionary process necessary for maintaining the viability of habitats. The
MSHCP obligates Permittees to establish an endowment to fund the M&M programs needed by
the Reserve System.
Based on these standards, the Reserve System only includes that amount of habitat conservation
necessary to mitigate new development impacts. In addition, the funding required to monitor and
manage Reserve system lands is the minimum required to establish an endowment capable of
funding these activities in perpetuity. Habitat needs are described in more detail in Chapter 3,
Need for Habitat Conservation.
Final May 16, 2011 Page 50
Coachella Valley Conservation Commission Local Development Mitigation Fee (LDMF) Nexus Study
For the fifth finding the agency must:
Determine how there is a reasonable relationship 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. (§66OO1(b))
New development will pay the LDMF over the remainder of the 75 year Permit, representing
109,779 developed acres. Each newly developed acre has approximately the same proportionate
impact by causing the direct, indirect, or cumulative, loss of an acre of habitat for Covered
Species and the conserved natural communities. The Permit allows for incidental take authority to
be issued for otherwise lawful actions such as new development, provided the mitigation and
other measures set forth in the MSHCP are satisfied.
As the LDMF has been designed, habitat acquisition program costs are spread as evenly as
practicable across all developed acres. Habitat monitoring and management costs are also
spread as evenly as practicable across all developed acres. The LDMF is calculated on a per
acre basis and the total fee for a specific project is based on its size as measured in acres. Thus
there is a reasonable relationship between the fee for a specific development project and the
direct, indirect, or cumulative impact of that project on the need for habitat protection.
The fee schedule uses the per acre cost of the program to apply to nonresidential development
projects. For residential development projects, the fee schedule converts the per acre cost to a
cost per dwelling unit based on the density of the project (dwelling units per acre).
See Chapter 2, Plan Area Land Use, for a description of how new development is determined.
See Chapter 5, Cost Allocation and Fee Schedule, for a presentation of the mitigation fee
schedule.
Final May 16, 2011 Page 51
7. Implementation
This chapter identifies the responsibilities that the CVCC and Local Permittees should fulfill when
implementing the LDMF program.
Adoption o ,gin Updated L D NI F by Local ° yn
Each Local Permittee must adopt an updated ordinance or amend an LDMF existing ordinance,
and a fee resolution stating the amount of the updated fee. The revised fee ordinance shall
become effective 60 days after adoption.
However, updated fees shall not be collected until the 60-day period has been met, whichever
date is later. The ordinance should include provisions for an automatic inflation adjustment to the
fee. The CVCC could assist in this process by preparing a model ordinance and resolution for the
LDMF update for each agency to review.
Adoption of Administrative Guidelines
The CVCC should work with Local Permittees to develop administrative guidelines for the LDMF
program. These guidelines would address, for example:
• A method for applying the fee to development of partially vacant parcels;
• Definitions of land use categories; and
• Transfer of fee revenues to various CVCC funds.
Programming Revenues and Projects
The CVCC should program fee revenues to its acquisition program and related expenditures.
This ensures documentation of a reasonable relationship between new development and the use
of mitigation fee revenues.
The CVCC may alter the planned acquisition or related land preparation costs from those shown
in this report. However, all expenditures must continue to fund expansion of the inventory of land
conserved for habitat under the guidelines of the MSHCP or pay for the other costs set forth
above.
For a five-year planning period, the agency should allocate all existing fund balances and
projected fee revenue to specific acquisitions or related land preparation measures. The agency
can hold funds in an account for longer than five years if necessary to collect sufficient funds to
complete the acquisition.
And uai Inflation Adjustment
The CVCC should identify an appropriate inflation adjustment and recalculate the fee annually for
each Local Permittee to adopt. Given that the majority of costs are associated with land prices,
the annual inflation adjustment could be calculated either by:
• Using actual prices per acre for recently purchased habitat; or
Final May 16, 2011 Page 52
Coachella Valley Conservation Commission Local Development Mitigation Fee (LDMF) Nexus Study
• Providing for an annual CPI adjustment based upon the Consumer Price Index for
"All Urban Consumers" in the Los Angeles -Anaheim -Riverside Area, measured as
of the month of December in fiscal year immediately prior to the fiscal year that the
revised fee will take effect.
Regardless of the calculated annual inflation adjustment, the CVCC should revise the fee
accordingly if it appears that total program revenues and costs will not be in balance when the
Land Acquisition Fund is terminated. The MSHCP states that the CVCC will update the Nexus
Study at least every five years, and more often if deemed necessary, to ensure that the Local
Development Mitigation Fee is adequate over the life of the acquisition program to fund the
necessary land acquisition and land preparation.
F1 Repo� rts �mins
The CVCC should assist the Local Permittees in complying with the annual and five-year
reporting requirements of the Mitigation Fee Act. In addition to reporting on revenue and
expenditure activity, the agency must identify when the other revenues in addition to the LDMF
are anticipated to be available to fund the habitat acquisition program.
Final May 16, 2011 Page 53
Appendix A: Cash Flow Analysis
Tables A-1 through A-6 present the cash flow analysis for the distribution of LDMF revenues,
Land Acquisition Fund, the Monitoring and Management Fund and the Endowment Fund. The
LDMF was calculated to result in a zero ending fund balance at the end of 50 years.
List f .rabies
Table A-1: Table A-1: LDMF Revenue and Allocation (Nominal $)
Table A-2: Land Acquisition Fund (Nominal $)
Table A-3: Endowment Fund (Nominal $)
Table A-4: Monitoring Program Budget (Nominal $)
Table A-5: CVMSHCP Management Program Budget (Nominal $)
Table A-6: Monitoring & Management Fund (Nominal $)
Final May 16, 2011 Page 54
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This section contains definitions of terms used in the MSHCP and this analysis. Definitions
included below were provided by CVAG.
Acceptable Biologist: A biologist whose name is on a list maintained by CVCC of biologist who
are acceptable to CVCC, CDFG, and USFWS for purposes of conducting surveys of Covered
Species.
Acquisition and Funding Coordinating Committee: A committee formed by the CVCC that
provides input on local funding priorities and Additional Conservation Land acquisitions.
Adaptive Management: To use the results of new information gathered through the monitoring
program of the Plan and from other sources to adjust management strategies and practices to
assist in providing for the Conservation of Covered Species.
Additional Conservation Lands: Conserved Habitat that will contribute to Reserve System
Assembly, as described in Section 4.2.2 of the MSHCP.
Allowable Uses: Uses allowed within the MSHCP Reserve System, as defined in Section 7.3.2
of the MSHCP.
Annual Report (s): The report(s) prepared pursuant to the requirements of Section 6.4 of the
MSHCP.
Area Plan: A community planning area defined in the County of Riverside General Plan. Four
County of Riverside Area Plans are located within the MSHCP Plan Area.
Biological Corridor: Wildlife movement area that is constrained by existing development,
freeways, or other impediments. [See also "Linkage."]
California Department of Fish and Game ("CDFG'): A department of the California Resources
Agency.
California Department of Parks and Recreation ("State Parks"): A department of the
California Resources Agency.
California Department of Transportation ("Caltrans"): A department of the California
Business, Transportation, and Housing Agency.
California Endangered Species Act ("CESA"): California Fish and Game Code, Section 2050
et seq. and all rules, regulations and guidelines promulgated thereunder, as amended.
California Environmental Quality Act (CEQA): California Public Resources Code, Section
21000 et seq. and all guidelines promulgated thereunder, as amended. For the MSHCP, CVAG
shall be the Lead Agency under CEQA, as defined under state CEQA Guidelines Section 15367.
Candidate Species: "Candidate Species" means both (1) a species formally noticed by the
California Fish and Game Commission as under review for listing as threatened or endangered,
or a species for which the Fish and Game Commission has published a notice of proposed
Final May 16, 2011 Page 95
Coachella Valley Conservation Commission Local Development Mitigation Fee (LDMF) Nexus Study
regulation to add a species as threatened or endangered, and (2) a species which USFWS has
identified as being a candidate for listing, but for which development of a listing regulation is
precluded by other higher priority listing activities.
Certificate of Inclusion: The document attached as Exhibit "H" to the IA that would be required
to be executed prior to a Participating Special Entity receiving Take Authorization pursuant to
Section 11.7 of the IA or for other Covered Activities, as appropriate.
Changed Circumstances: Changes in circumstances affecting a Covered Species or geographic
area covered by the MSHCP, that can reasonably be anticipated by the Parties and that can
reasonably be planned for in the MSHCP. Changed Circumstances and the planned responses to
those circumstances are more particularly described in Section 6.8.3 of the MSHCP. Changed
Circumstances do not include Unforeseen Circumstances.
Cities: The cities of Cathedral City, Coachella, Indian Wells, Indio, La Quinta, Palm Desert, Palm
Springs, and Rancho Mirage, collectively.
Coachella Valley Association of Governments ("CVAG"): A joint powers authority that
functioned as Lead Agency for the preparation of the MSHCP.
Coachella Valley Conservation Commission ("CVCC"): A joint powers authority formed by the
Local Permittees to provide primary policy direction for implementation of the MSHCP, as set
forth in Section 6.1.1 of the MSHCP, and Section 11.2.2 of the IA.
Coachella Valley Fringe -toed Lizard Habitat Conservation Plan ("CVFTL HCP"): The CVFTL
HCP in the Plan area, dated April 21, 1986, more particularly described in Section 16.2 of the IA.
Coachella Valley Mountains Conservancy ("CVMC"): A state agency within the California
Resources Agency.
Complementary Conservation: The land projected to be acquired in the Conservation Areas for
Conservation purposes independent of, but compatible with, the MSHCP, as described in Section
4.2.1 of the MSHCP.
Conservation: To use, and the use of, methods and procedures within the MSHCP Reserve
System and within the Plan Area as set forth in the MSHCP Plan, that are necessary to bring any
species to the point at which the measures provided pursuant to FESA and the California Fish
and Game Code are no longer necessary. However, Permittees will have no duty to enhance,
restore or revegetate MSHCP Reserve System lands unless required by the MSHCP, the IA, or
agreed to through implementation of the Plan.
Conservation Areas: A system of lands described in Section 4.3 of the MSHCP that provides
Core Habitat and Other Conserved Habitat for the Covered Species, conserves natural
communities, conserves Essential Ecological Processes, and secures Biological Corridors and
Linkages between major Habitat areas. There are 21 Conservation Areas from which the MSHCP
Reserve System will be assembled.
Conservation Goal(s): A broad statement of intent that describes how the Plan will accomplish
the protection of Core Habitat, Essential Ecological Processes, Biological Corridors, and Linkages
Final May 16, 2011 Page 96
Coachella Valley Conservation Commission Local Development Mitigation Fee (LDMF) Nexus Study
in the MSHCP Reserve System to ensure that the Covered Species are adequately conserved.
Conservation Goals are also designed to ensure the persistence of natural communities.
Conservation Level: A numerical designation, as described in Section 2.4 of the MSHCP,
assigned to all land within the Plan Area.
Conservation Objective(s): Measurable statements of actions or measures that will lead to
attainment of the Conservation Goals.
Conservation Strategy: The overall approach to assure Conservation of Covered Species within
the Plan Area.
Conserved Habitat: Land that is permanently protected and managed for the benefit of the
Covered Species under the institutional arrangements that provide for its ongoing management,
and under the legal arrangements that prevent its conversion to other uses.
Core Habitat: The areas identified in the Plan for a given species that are composed of a Habitat
patch or aggregation of Habitat patches that (1) are of sufficient size to support a self-sustaining
population of that species, (2) are not fragmented in a way to cause separation into isolated
populations, (3) have functional Essential Ecological Processes, and (4) have effective Biological
Corridors and/or Linkages to other Habitats, where feasible, to allow gene flow among
populations and to promote movement of large predators.
County: County of Riverside
County Flood Control: Riverside County Flood Control and Water Conservation District
County Parks: Riverside County Regional Park and Open Space District
County Waste: Riverside County Waste Resources Management District
Covered Activities: Certain activities carried out or conducted by Permittees, Participating
Special Entities, Third Parties Granted Take Authorization and others within the MSHCP Plan
Area, as described in Section 7 of the MSHCP, that will receive Take Authorization under the
Section 10(a) Permit and the NCCP Permit, provided these activities are otherwise lawful.
Covered Species: The species for which Take Authorization is provided through the Permits
issued in conjunction with the IA. These species are discussed in Section 9 of the MSHCP, and
listed in Exhibit C of the IA.
Critical Habitat: Habitat for species listed under FESA that has been designated pursuant to
Section 4 of FESA and identified in 50 C.F.R., Sections 17.95 and 17.96.
Development: The uses to which land shall be put, including construction of buildings, structures,
infrastructure, and all associated alterations of the land.
Discretionary Project: A proposed project requiring discretionary action by a Permittee, as that
term is used in CEQA and defined in state CEQA Guidelines, Section 15357, including issuance
of a grading permit for County projects.
Effective Date: Date on which the IA takes effect, as set forth in Section 19.1 of the IA.
Final May 16, 2011 Page 97
Coachella Valley Conservation Commission Local Development Mitigation Fee (LDMF) Nexus Study
Emergency: A sudden, unexpected occurrence, involving a clear and imminent danger,
demanding immediate action to prevent or mitigate the loss of, or damage to, life, health,
property, or essential public services. Emergency includes such occurrences as fire, flood,
earthquake, or other soils or geologic movements, as well as such occurrences as riot, accident,
or sabotage.
Endangered Species: Those species listed as endangered under FESA and/or CESA.
Essential Ecological Processes: Processes that maintain specific Habitat types and are
necessary to sustain the Habitat (in a state usable by Covered Species). Essential Ecological
Processes may include abiotic hydrological processes (both subsurface and surface), erosion,
deposition, blowsand movement, substrate development and soil formation, and disturbance
regimes such as flooding and fire; and biotic processes such as reproduction, pollination,
dispersal, and migration.
Essential Habitat: Certain lands delineated in the Recovery Plan for Bighorn Sheep in the
Peninsular Ranges, California (USFWS 2000).
Existing Conservation Lands: Subset of MSHCP Reserve System lands consisting of lands in
public or private ownership and managed for Conservation and/or open space values that
contribute to the Conservation of Covered Species, as generally depicted in Figure 4-2 of the
MSHCP.
Existing Uses: An existing use, public or private, which is the primary use on the property.
Feasible: Capable of being accomplished in a successful manner within a reasonable period of
time, taking into account economic, environmental, legal, social, and technological factors.
Federal Endangered Species Act (FESA): 16 U.S.C., Section 1531 et seq. and all rules and
regulations promulgated thereunder, as amended.
Habitat: The combination of environmental conditions of a specific place providing for the needs
of a species or a population of such species.
HabiTrak: A GIS application to provide data on Habitat loss and Conservation, which occurs
under the Permits.
Implementing Agreement (IA): The executed agreement that implements the terms and
conditions of the MSHCP.
Independent Science Advisors (ISA): The qualified biologists, Conservation experts and others
that provide scientific input to assist in the planning and implementation of the MSHCP for the
benefit of the Covered Species, as set forth in Section 3.1.2 of the MSHCP.
Joint Project Review Process: The review process described in Section 6.6.1.1 of the MSHCP
for Development proposed in Conservation Areas.
Land Manager: The entity, or entities, which has the responsibility to manage land acquired by
the Permittees as set forth in Section 6.1.5 of the MSHCP.
Final May 16, 2011 Page 98
Coachella Valley Conservation Commission Local Development Mitigation Fee (LDMF) Nexus Study
Land Use Adjacency Guidelines: Standards delineated in Section 4.5 of the MSHCP for land
uses adjacent to or within the Conservation Areas that are necessary to avoid or minimize edge
effects. "Adjacent' means that a parcel shares a common boundary with a parcel in a
Conservation Area.
Legal Instrument: The term "Legal Instrument," as used within the Plan and/or IA, shall refer to
recorded legal instruments acceptable to the Wildlife Agencies, which provides legal protection in
perpetuity to conservation lands; this legal protection may consist of a conservation easement
consistent with California Civil Code Section 815 et seq. or a perpetual deed restriction that
meets the requirements of a conservation easement under this statute.
Linkage: Habitat that provides for the occupancy of Covered Species and their movement
between larger blocks of Habitat over time, potentially over a period of generations. In general,
Linkages are large enough to include adequate Habitat to support small populations of the
species and, thus, do not require that an individual of the species transit the entire Linkage to
maintain gene flow between populations. What functions as a Linkage for one species may
provide only a Biological Corridor or no value for other species. [See also "Biological Corridor."]
Listed Species: A species that is listed under FESA and/or CESA.
Local Development Mitigation Fee: The fee imposed by applicable Local Permittees on new
Development pursuant to Government Code, Section 66000 et seq.
Local Permittees: CVCC, CVAG, County, County Flood Control, County Parks, County Waste,
CVWD, IID, and the Cities.
Major Amendments: Those proposed amendments to the MSHCP and the IA, as described in
Section 20.5 of the IA and Section 6.12.4 of the MSHCP.
Management Program: MSHCP management actions, as described in Section 8 of the MSHCP.
Migratory Bird Treaty Act (MBTA): 50 C.F.R., Section 21 et seq. and all rules and regulations
promulgated thereunder, as amended.
Migratory Bird Treaty Act (MBTA) Special Purpose Permit: A permit issued by the USFWS
under 50 Code of Federal Regulations section 21.27, authorizing Take, in connection with
Covered Activities, under the MBTA of the Covered Species listed in 50 Code of Federal
Regulations Section 10.13 that are also listed as endangered or threatened under FESA.
Minor Amendments: Minor changes to the MSHCP and the IA, as defined in Section 20.4 of the
IA and Section 6.12.3 of the MSHCP.
Mitigation Lands: A subset of Additional Conservation Lands as described in Sections 4.1 and
4.2.2.2 of the MSHCP.
Monitoring Program: The monitoring programs and activities set forth in Section 8 of the
MSHCP.
Monitoring Program Administrator (MPA): The individual or entity responsible for administering
the monitoring program, as described in Section 6.1.6 of the MSHCP.
Final May 16, 2011 Page 99
Coachella Valley Conservation Commission Local Development Mitigation Fee (LDMF) Nexus Study
Monitoring Reports: Report(s) prepared pursuant to the requirements of Section 8.7 of the
MSHCP.
MSHCP: Synonym for Plan, used in the text where needed for clarity.
MSHCP Reserve System: A reserve that will total approximately 745,900 acres. The MSHCP
Reserve System will provide for the Conservation of the Covered Species.
NCCP Act: California Natural Community Conservation Planning Act of 2002 (California Fish and
Game Code § 2800 et seq.) including all regulations promulgated thereunder, as amended.
NCCP Permit: The Permit issued under the NCCP Act for the MSHCP to permit the Take of
identified species listed under CESA as threatened or endangered, a species that is a candidate
for listing, and Non -listed Species.
NEPA: National Environmental Policy Act, (42 U.S.C., Section 4321-4335) and all rules,
regulations promulgated thereunder, as amended. For the purposes of the MSHCP, USFWS is
the Lead Agency under NEPA, as defined in 40 C.F.R., Section 1508.16.
Non -Listed Species: A species that is not listed under FESA and/or CESA.
No Surprises Assurance: The guarantee that, provided Permittees are properly implementing
the terms and conditions of the MSHCP, the IA, and the Permit(s), the USFWS can only require
additional mitigation for Covered Species beyond that provided for in the MSHCP as a result of
Unforeseen Circumstances in accordance with the "No Surprises" regulations at 50 C.F.R.,
Sections 17.22(b)(5) and 17.32(b)(5) and as discussed in Section 6.8 of the MSHCP.
Operation and Maintenance Activities (O&M): Those Covered Activities that include the
ongoing operation and maintenance of public facilities, as described in Section 7.3.1.1 of the
MSHCP.
Other Conserved Habitat: Part of a Conservation Area that does not contain Core Habitat for a
given species, but which still has Conservation value. These values may include Essential
Ecological Processes, Biological Corridors, Linkages, buffering from edge effects, enhanced
species persistence probability in proximate Core Habitat, genetic diversity, recolonization
potential, and flexibility in the event of long-term Habitat change.
Participating Special Entity: Any regional public service provider, such as a utility company or a
public district or agency, that operates and/or owns land within the MSHCP Plan Area and that
applies for Take Authorization pursuant to Section 11.7 of the IA.
Party and Parties: The signatories to the IA, namely CVAG, CVCC, County, County Flood
Control, County Parks, County Waste, the Cities, CVWD, IID, Caltrans, CVMC, State Parks,
USFWS, and CDFG and any other city within the Plan Area that incorporates after the Effective
Date and complies with Section 11.5 of the IA.
Permit(s): Collectively, the Section 10(a)(1) Permit and NCCP Permit issued by the Wildlife
Agencies to Permittees for Take of Covered Species pursuant to FESA and the NCCP Act and in
conformance with the MSHCP and the IA.
Final May 16, 2011 Page 100
Coachella Valley Conservation Commission Local Development Mitigation Fee (LDMF) Nexus Study
Permittees: CVAG, CVCC, County, County Flood Control, County Parks, County Waste, the
Cities, CVWD, IID, Caltrans, CVMC, and State Parks.
Plan: Coachella Valley Multiple Species Habitat Conservation Plan, a comprehensive multiple
species habitat conservation planning program that addresses multiple species' needs, including
Habitat and the preservation of natural communities in the Coachella Valley area of Riverside
County, California, as depicted in Figure 4-1 in Section 4.1 of the MSHCP and Exhibit "A" of the
IA.
Plan Area: The boundaries of the MSHCP, consisting of approximately 1.2 million acres in the
Coachella Valley area of Riverside County, as depicted in Figure 2-2 of the MSHCP Plan, and
Exhibit B of the IA.
Planning Agreement: The Memorandum of Understanding prepared consistent with the NCCP
Act to guide development of the MSHCP that is contained in Appendix II of the MSHCP.
Plan Participants: CVAG, CVCC, County, County Flood Control, County Parks, County Waste,
the Cities, CVWD, IID, Caltrans, CVMC, State Parks, and others receiving Take Authorization
under the Permits.
Private Conservation Land: Land owned by a non -governmental entity committed to
Conservation in perpetuity through deed restriction, conservation easement, or other binding
agreement satisfactory to CDFG and USFWS.
Reserve Lands: Existing Conservation Lands, Additional Conservation Lands, and
Complementary Conservation.
Reserve Management Oversight Committee (RMOC): The committee established by the
CVCC to provide biological, technical and operational expertise for implementation of the
MSHCP, including oversight of the MSHCP Reserve System, as described in Section 6.1.3 of the
MSHCP.
Reserve Management Unit (RMU): The units identified in Section 6.1.4 of the MSHCP.
Reserve Management Unit Plan (RMUP): The plan setting forth management practices for
identified portions of the MSHCP Reserve System Area, prepared and adopted as described in
Section 6.2 of the MSHCP.
Reserve System: A synonym for MSHCP Reserve System.
Reserve System Assembly: The process of conserving lands within the Conservation Areas
through acquisition or other means to assemble the MSHCP Reserve System.
Rough Step: A Conservation Area assembly accounting process to monitor Conservation and
loss of specified Habitats within the Plan Area.
Rough Step Analysis Unit: A geographic unit within which Rough Step is tracked. The
Conservation Areas are the Rough Step Analysis Units.
Scientific Advisory Committee (SAC): The committee of scientists that provided scientific input
into the development of the Plan, as described in Section 3.1.1.
Final May 16, 2011 Page 101
Coachella Valley Conservation Commission Local Development Mitigation Fee (LDMF) Nexus Study
Section 10(a) Permit: The permit issued by the USFWS to Permittees pursuant to 16 U.S.C.,
Section 1539(a), authorizing Take of Covered Species.
Special Provisions Area: Provisions that apply to a given location or area, identified by a
location description or in a figure, which address specific conditions necessary to achieve
Conservation in that location or area.
Species Conservation Goal(s): Goals for the Conservation of each Covered Species described
in Section 9 of the MSHCP.
State Assurances: Except as provided in Section 15.5 of the IA, provided Permittees are
implementing the terms and conditions of the MSHCP, the IA, and the Permits, if there are
Unforeseen Circumstances, CDFG shall not require additional land, water or financial
compensation, or additional restrictions on the use of land, water, or other natural resources for
the life of the NCCP Permit without the consent of the Permittees, unless CDFG determines that
continued implementation of the IA, the MSHCP, and/or the Permits would jeopardize the
continued existence of a Covered Species, or as required by law and would therefore lead to
NCCP Permit revocation or suspension.
State Permittees: Caltrans, CVMC, and State Parks.
Take: The definition of such term in FESA and the California Fish and Game Code. Section 9 of
FESA does not prohibit Take of Federally Listed plants.
Take Authorization: The ability to incidentally Take species pursuant to the Section 10(a)(1)(B)
Permit and/or the NCCP Permit.
Third Party Take Authorization: Take Authorization received by a landowner, developer, or
other public or private entity from the Permittees pursuant to Section 17 of the IA, thereby
receiving Take Authorization for Covered Species pursuant to the Permits.
Threatened Species: Those species listed as threatened under FESA and/or CESA.
Unforeseen Circumstances: Changes in circumstances affecting a Covered Species or
geographic area covered by the MSHCP that could not reasonably have been anticipated by the
Parties at the time of the MSHCP's negotiation and development, and that result in a substantial
and adverse change in the status of the Covered Species. As defined, the term is intended to
have the same meaning as it is used: (1) to define the limit of the Permittees' obligation on the
"No Surprises" regulations set forth in 50 C.F.R., Sections 17.22 (b)(5) and 17.32 (b)(5); and (2)
in California Fish and Game Code, Section 2805(k).
United States Fish and Wildlife Service (USFWS): An agency of the United States Department
of the Interior.
Wildlife Agencies: USFWS and CDFG, collectively.
Final May 16, 2011 Page 102
CITY OF PALM DESERT
LEGAL NOTICE
NOTICE IS HEREBY GIVEN that a public hearing will held before the City of Palm Desert
City Council for consideration of an Ordinance amending Title 3, Chapter 3.46 of the
Palm Desert Municipal Code, updating the Coachella Valley Multiple Species Habitat
Conservation Plan/Natural Community Conservation Plan and the Local Development
Mitigation Fee Nexus Study dated May 16, 2011, and adoption of a Resolution adopting
the Local Development Mitigation Fee Schedule applicable to new development within
the City of Palm Desert.
SAID public hearing will be held on July 14, 2011, at 4:00 p.m. in the Council Chamber at
the Palm Desert Civic Center, 73-510 Fred Waring Drive, Palm Desert, California, at
which time and place all interested persons are invited to attend and be heard. Written
comments concerning all items covered by this public hearing notice shall be accepted up
to the date of the hearing. Information concerning the proposed Ordinance is available for
review in the Department of Community Development at the above address between the
hours of 8:00 a.m. and 5:00 p.m. Monday through Friday. CVMSHCP/NCCP documents
are also available for review at CVAG offices, 73-710 Fred Waring Drive, Suite 200,
Palm Desert, CA 92260, all Coachella Valley public libraries, and online at
http://www.cvmshcp.org. If you challenge the proposed actions in court, you may be
limited to raising only those issues you or someone else raised at the public hearing
described in this notice, or in written correspondence delivered to the City Council at, or
prior to, the public hearing.
PUBLISH: Desert Sun Rachelle Klassen, City Clerk
July 2, 2011 City of Palm Desert, California