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HomeMy WebLinkAboutD.1 - Staff Report - Development Impact Fee AdoptionSCHEDULED ITEM D-1 TO: HONORABLE MAYOR AND MEMBERS OF THE CITY COUNCIL VIA: SERGIO GONZALEZ, CITY MANAGER FROM: TALIKA M. JOHNSON, DIRECTOR OF ADMINISTRATIVE SERVICES DATE: AUGUST 18, 2025 SUBJECT: DEVELOPMENT IMPACT FEE NEXUS STUDY AND FEE APPROVAL BACKGROUND: As new development projects are incorporated within the City of Azusa, the City must expand its public facilities and infrastructure to adequately serve the growing community. To fund this expansion, many local government agencies, including Azusa, impose Development Impact Fees (referred to as “Impact Fees”) and water and sewer system-related Capacity Fees (collectively referred to as the “Development Impact Fees,” or “DIF”). Impact Fees are assessed on new development to fund the infrastructure and facility improvements needed to support additional demand. These fees are typically imposed during the development application process—most commonly at the time of building permit issuance or certificate of occupancy for residential projects. Capacity Fees are assessed when a developer or applicant applies to connect to the City’s water and sewer systems. These fees ensure that system capacity is expanded proportionately to accommodate the new connections. Revenue generated from both Impact Fees and Capacity Fees is restricted for the purpose of expanding public infrastructure and services to offset the impacts of growth. To ensure that the fees are fair, equitable, and legally defensible, the City has engaged a consultant to prepare a Development Impact Fee Nexus Study. This study will determine the maximum justified fees that the City may impose based on the cost of infrastructure improvements required to support new development. Although Staff is presenting the DIF in it’s entirety, Staff is not requesting the City Council to approve the water capacity fee at this time. The Azusa Light & Water Utility Board will review and potentially adopt the water capacity fee separately at its’ next regularly schedule Utility Board meeting in September 2025. APPROVED WITH AMENDMENTS CITY COUNCIL 8/18/2025 Development Impact Fee Nexus Study and Fee Approval August 18, 2025 Page 2 RECOMMENDATIONS: Staff recommends that the City Council take the following actions: 1)Receive the proposed Development Impact Fee Nexus Study from Willdan Financial Services; and 2)Open the Public Hearings for the adoption of the Development Impact Fee Nexus Study and the DIF, receive public comments, close the Public Hearing; and 3)Approve and adopt Resolution No. 2025-37, regarding Development Impact Fee Nexus Study and DIF, to be effective 60 days after adoption. ANALYSIS: The City hired Willdan Financial Services to perform a comprehensive analysis and prepare the Development Impact Fee Nexus Study (“Nexus Study”) which calculates the maximum legally justified Impact Fees for general government and park facilities, as well as Capacity Fees for the City’s water and sewer systems. The analysis follows industry-standard methodologies and incorporates the latest growth projections aligned with the City’s adopted Housing Element. It also utilizes current City facility asset data and cost estimates for future improvements to establish a fee schedule that complies with State law, including the requirements of AB 602. The Nexus Study demonstrates a clear and reasonable relationship between the fees charged to new residential and nonresidential development and the proportional impacts such development will have on City infrastructure. It is important to note that while the Nexus Study establishes the maximum justified fees, the City Council retains full discretion to adopt fees at any level up to, but not exceeding those amounts – this means the City Council can adopt lower fees if desired. Following is an overview of the development Impacts Fees currently recouped for parks and Capacity Fees recouped by the City’s water and sewer systems vs. what could be recouped through the maximum legally justified fees by development type: Single-Family Unit (2,000 sq ft) •Current Fee: $2,988 •Maximum Justified Fee: $21,557 •Potential Change: $18,569 20 Apartment Unit Development (1,000 sq ft each) •Current Fee: $53,760 •Maximum Justified Fee: $290,140 •Potential Change: $236,380 Commercial Building (10,000 sq ft) •Current Fee: $11,300 •Maximum Justified Fee: $53,500 •Potential Change: $42,200 Development Impact Fee Nexus Study and Fee Approval August 18, 2025 Page 3 Industrial Building (50,000 sq ft) •Current Fee: $23,300 •Maximum Justified Fee: $163,500 •Potential Change: $140,500 To aid the Council in the policy-making process, the City’s consultant, Willdan, has provided a comparison of Azusa’s maximum justified fee levels with those currently charged by neighboring jurisdictions. While the Nexus Study establishes the maximum legally justified Development Impact Fees (DIF), again the City may adopt the recommended DIF or adopt fees below the maximum levels. Willdan’s comparison evaluated six common development prototypes across five surrounding jurisdictions: Covina, Glendora, Irwindale, Pomona, and West Covina. The results show that Azusa’s current fees are well below those currently charged by these neighboring cities and the maximum justified fees will remain competitive in the region. An overview of the comparison is as follows: •Single-Family Unit (2,000 sq ft.): Azusa’s maximum fee is $21,557, with surrounding cities range from $4,811 to $40,807. •Apartment Development (20 - 1,000 sq ft units): Azusa’s maximum fee is $290,140, with surrounding cities range from $82,580 to $435,544. •Commercial Building (10,000 sq ft): Azusa’s maximum fee is $53,500, with surrounding cities range from $17,500 to $377,350. •Industrial Building (50,000 sq ft): Azusa’s maximum fee is $163,500, with surrounding cities range from $54,000 to $382,050. The final Nexus Study provides a balanced approach and ensures Azusa continues to recover a fair share of infrastructure costs from new development while remaining an attractive and competitive location for residential, commercial, and industrial investment. Staff recommends that the City Council adopt the Development Impact Fee Nexus Study and approve the maximum legally justified Development Impact Fees (DIF) (or less if desired), including authorization for staff to adjust the fees annually based on changes in the California Construction Cost Index (CCCI). This annual adjustment mechanism will ensure that the adopted fees remain aligned with the actual costs of constructing and expanding the facilities and infrastructure necessary to support future development. FISCAL IMPACT: Development Impact Fees (DIF) are essential to ensuring that new development contributes its fair share toward the cost of expanding City infrastructure and facilities. Adoption of the Nexus Study and associated DIF schedule will provide the necessary revenue to fund infrastructure improvements needed to mitigate the impacts of growth and to maintain citywide service standards for: •General government facilities •Park facilities •Water system capacity •Sewer system capacity Development Impact Fee Nexus Study and Fee Approval August 18, 2025 Page 4 The DIF cannot be used for: existing infrastructure improvements, maintenance or replacement of facilities, transportation or planning studies, or improvements outside the City’s capital improvement plan. While the Nexus Study establishes the maximum legally justified fees, the actual timing and amount of DIF revenue is highly dependent on the volume and pace of future development, which is inherently unpredictable. As such, revenue estimates cannot be projected with certainty at this time. The City Council has the discretion to set the DIF at any amounts up to and including the maximum legally justified calculated rates. If the City Council approves the maximum calculated fees, the following will take effect: Table 1: Impact Fees Effective 60 days following adoption Table 2: Water And Sewer Capacity Fees Effective 60 days following adoption Sewer Capacity Fees must be adopted by the City Council. Water Capacity Fees must be adopted by the Utility Board. ***Water Capacity fees will be considered and potentially adopted by the Azusa Light & Water Utility Board at it ’s Regularly Scheduled Meeting on September 22, 2025. Development Impact Fee Nexus Study and Fee Approval August 18, 2025 Page 5 Additionally, if approved as recommended, beginning July 1, 2026, and each July 1 thereafter, the full DIF schedule will be automatically adjusted based on the annual percentage change in the California Construction Cost Index (CCCI). This adjustment will help ensure that the fees keep pace with inflation and actual construction costs over time. Pursuant to State law, the City must also maintain separate accounting for all DIF revenues collected. These funds must be used exclusively for the purposes for which they are collected, and the City is required to report and track these revenues in accordance with California Government Code Section 66006. Prepared by: Reviewed and Approved: Richard T. Lam Talika M. Johnson Budget & Revenue Administrator Director of Administrative Services Reviewed and Approved: Sergio Gonzalez City Manager Attachments: 1)Resolution No. 2025-C37 Approve and Adopt the Development Impact fee nexus study and DIF, including annual adjustments to the DIF based on the construction cost index 2)Development Impact Fee Nexus Study 3)DIF comparisons with neighboring cities RESOLUTION NO. 2025-37 A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF AZUSA, CALIFORNIA, ADOPTING A DEVELOPMENT IMPACT FEE NEXUS STUDY, THE FINDINGS CONTAINED THEREIN, INCREASING THE AMOUNT OF DEVELOPMENT IMPACT FEES AND CAPACITY FEES, AND TAKING CERTAIN OTHER ACTIONS RELATED THERETO WHEREAS, the City of Azusa (the “City”) City Council (the “City Council”) recognizes the need to adequately finance certain government facilities, parks, and water and sewer facilities (collectively, the “Facilities”) made necessary by the impacts from new residential, commercial, office, and industrial development occurring within the City and desires to ensure that new development mitigates its impacts on such Facilities; and WHEREAS, it is the City’s policy that future new development should pay its fair share of the Facilities in accordance with good fiscal management as determined by the City Council, including the current costs for providing the Facilities in direct proportion to the demand generated by new development; and WHEREAS, the City had previously caused to be imposed certain development impact fees (the “Impact Fees”) and water and sewer capacity fees (the “Capacity Fees”) to finance the Facilities (collectively, the Impact Fees and Capacity Fees are referred to herein as the “DIF”) in compliance with Chapter 5 and Chapter 7, of Division 1, of Title 7, of the California Government Code commencing with section 66000 et seq. known as the Mitigation Fee Act (the “Act”); and WHEREAS, the City desires to update the Impact Fees for the Facilities to ensure new development continues to pay its share of the Facilities required to serve such new development and in order to maintain the existing level of service, and to update the Capacity Fees to ensure all applicants seeking to connect to the water and sewer systems pay their share of the costs of the required Facilities to serve the property; and WHEREAS, the City retained an independent consultant to prepare the “City of Azusa Development Impact Fee Nexus Study” (the “Study”) dated July 15, 2025; and WHEREAS, the Study provides the legal basis and support regarding the nexus between the planned public improvements and the benefiting land uses that would pay the Impact Fees at the time of issuance of a building permit, and in the case of the Capacity Fees at the time of connection to the water and sewer systems is requested; and WHEREAS, the Study also provides the City with the findings necessary to impose the proposed increased Impact Fees in accordance with section 66001 and the required findings to increase the Capacity Fees pursuant to section 66013 of the Act; and WHEREAS, the City has provided the required published notice and written notice to interested parties for the Impact Fees and Capacity Fees as required by the Act; and WHEREAS, on August 18, 2025, the City Council held a duly noticed public hearing on the adoption of the proposed Study and DIF and provided an opportunity for the public to be heard pursuant to the Act; and WHEREAS, the Study has been made available for public review and comment pursuant to the Act; and WHEREAS, the City Council desires to adopt the Study and the findings contained therein as the findings of the City Council, which Study is attached hereto as Exhibit “A” and by this reference incorporated herein, and to adopt the DIF schedule, attached hereto as Exhibit “B” and by this reference incorporated herein. NOW, THEREFORE, BE IT RESOLVED that the City Council of the City of Azusa, California does hereby find, determine and declare as follows: SECTION 1. Recitals. The foregoing recitals are true and correct and are hereby incorporated and made an operative part of this Resolution. SECTION 2. Findings. The City Council finds and determines that the Study complies with the Act by establishing the basis for the imposition of the Impact Fees on new development. The City Council hereby adopts the Study and the findings contained therein attached hereto as Exhibit “A” as the findings of the City Council, which contain the following findings with respect to the Impact Fees, and which are by this reference incorporated herein as if fully stated herein. The Study: (a) Identifies the purpose of the fee; (b) Identifies the use to which the fee will be put; (c) Shows a reasonable relationship between the use of the fee and the type of development project on which the fee is imposed; (d) Demonstrates a reasonable relationship between the need for the public facilities and the type of development projects on which the fee is imposed; and (e) Demonstrates a reasonable relationship between the amount of the fee and the cost of the public facilities or portion of the public facilities attributable to the development on which the fee is imposed. SECTION 3. Use of DIF Proceeds. The City Council hereby determines that the DIF collected pursuant to this Resolution shall be used to finance the Facilities described or identified in the Study or such other facilities as may from time to time be adopted by the City Council. SECTION 4. Projects and Cost Estimates. The City Council has considered the specific project descriptions and the cost estimates identified in the Study and hereby approves such project descriptions and cost estimates and finds them reasonable as the basis for calculating and imposing the DIF. SECTION 5. Adoption of the DIF Schedule. The City Council hereby approves the schedule of DIF contained in and attached hereto as Exhibit “B”. The Impact Fees shall be imposed upon property owners or developers when applying for a building permit or due at final inspection or issuance of a certificate of occupancy, and the Capacity Fees shall be imposed when the applicant applies to connect to the water and sewer systems, as provided in the Act. SECTION 6. Annual Inflation Adjustment. The City Council further finds that an annual inflation adjustment is a necessary component of the ongoing DIF to ensure the revenue collected keeps pace with the costs of constructing the Facilities defined in the Study. Keeping pace with inflation ensures projects can be timely completed as needed to accommodate new development. Timely completion of projects also ensures those who have paid the DIF receive the benefit of their contributions towards the Facilities while at the same time mitigating the expected impacts to the existing community. Without an annual inflationary adjustment projects could become delayed, underfunded, and potentially not able to be completed at all due to insufficient funds available to complete such projects. As such, the DIF shall be annually adjusted pursuant to the following provisions: (a) Commencing July 1, 2026, and each July 1 thereafter, the DIF schedule shall be increased by the percentage increase in the California Construction Cost Index (“CCCI”) calculated by the year-over-year annual change in the CCCI, or a comparable index if such ENR Index is discontinued or is otherwise not available. In the event the calculated percentage change in the ENR Index is negative for any year, the DIF schedule from the immediate preceding year shall serve as the current year’s DIF schedule without adjustment; (b) The annual inflation adjustments shall be imposed each July 1 without further action of the City Council or need for future public hearings, until such time as a new impact fee nexus study and DIF are adopted pursuant to the Act, or this authorization is revoked in writing by the City Council; and (c) The City Manager, or their designee, is authorized to apply the annual inflation adjustment to the DIF schedule each year. SECTION 7. Severability. If any provision of this Resolution or the application thereof to any person or circumstance is held invalid by a court of competent jurisdiction, such invalidity shall not affect the other provisions or applications, and to this end the provisions of this Resolution are declared to be severable. SECTION 8. CEQA. For purposes of compliance with the California Environmental Quality Act (“CEQA”) the City Council has determined that the activity is not a “project” as defined under Section 15378 of the State CEQA Guidelines because it will not result in a physical change in the environment. Additionally, pursuant to Section 15378(b)(4) of the State CEQA Guidelines, the activity is not a project subject to CEQA. Notwithstanding the foregoing, it has also been determined that the activity qualifies for an Exemption pursuant to Section 15061(b)(3) of the California Environmental Quality Act State Guidelines. Therefore, no environmental review is required. SECTION 9. Effective Date. This Resolution shall take effect immediately upon its adoption by the City Council, and the City Clerk shall certify the vote adopting this Resolution. The new Impact Fee schedule attached hereto as Exhibit “B” shall become effective sixty (60) days following the adoption of this Resolution. The Capacity Fees schedule included in Exhibit “B” shall become effective sixty (60) days after adoption of this Resolution with the exception of the Water Capacity Fees. The Light & Water Utility Board will review and potentially adopt the Water Capacity Fees at it it’s next regularly scheduled Utility Board Meeting on September 22, 2025. PASSED, ADOPTED and ADOPTED this 18th day of August, 2025. ________________________________ Robert Gonzales Mayor ATTEST: ________________________________ Jeffrey Lawrence Cornejo, Jr. City Clerk STATE OF CALIFORNIA ) COUNTY OF LOS ANGELES ) ss. CITY OF AZUSA ) I HEREBY CERTIFY that the foregoing Resolution No. 2025-37 was duly adopted by the City Council of the City of Azusa at a regular meeting thereof on the 18th day of August 2025, by the following vote of City Council Members. AYES: COUNCIL MEMBERS: NOES: COUNCIL MEMBERS: ABSTAIN: COUNCIL MEMBERS: ABSENT: COUNCIL MEMBERS: ___________________________________ Jeffrey Cornejo, Jr. City Clerk APPROVED AS TO FORM: ___________________________________ City Attorney, Casso & Sparks, LLP. EXHIBIT “A” CITY OF AZUSA DEVELOPMENT IMPACT FEE NEXUS STUDY JULY 15, 2025 [REPORT ATTACHED] EXHIBIT “B” CITY OF AZUSA FACILITIES DIF SCHEDULE EFFECTIVE FISCAL YEAR 2025-2026 Table 1: Impact Fees Effective 60 days following adoption Table 2: Water And Sewer Capacity Fees Effective 60 days following adoption Sewer Capacity Fees must be adopted by the City Council. Water Capacity Fees must be adopted by the Utility Board. ***Water Capacity fees will be considered and potentially adopted by the Azusa Light & Water Utility Board at it’s Regularly Scheduled Meeting on September 22, 2025. CITY OF AZUSA DEVELOPMENT IMPACT FEE NEXUS STUDY PUBLIC REVIEW DRAFT JULY 15, 2025 Oakland Office Corporate Office Other Regional Offices 66 Franklin Street 27368 Via Industria Aurora, CO Suite 300 Suite 200 Orlando, FL Oakland, CA 94607 Temecula, CA 92590 Phoenix, AZ Tel: (510) 832-0899 Tel: (800) 755-6864 Plano, TX Fax: (888) 326-6864 Seattle, WA Washington, DC www.willdan.com This page intentionally left blank. i TABLE OF CONTENTS EXECUTIVE SUMMARY .......................................................................... 3 Background and Study Objectives 3 Facility Standards and Costs 3 Use of Fee Revenues 4 Development Impact Fee Schedule Summary 4 1. INTRODUCTION ........................................................................... 7 Public Facilities Financing in California 7 Study Objectives 7 Fee Program Maintenance 8 Study Methodology 8 Types of Facility Standards 9 New Development Facility Needs and Costs 9 Organization of the Report 10 2. GROWTH FORECASTS ............................................................... 12 Land Use Types 12 Existing and Future Development 13 Occupant Densities 14 3. GENERAL GOVERNMENT FACILITIES............................................ 16 Service Population 16 Existing Facility Inventory 17 Planned Facilities 18 Cost Allocation 19 Existing Level of Service 19 Use of Fee Revenue 19 Fee Revenue Projection 19 Fee Schedule 20 4. PARK FACILITIES ....................................................................... 22 Service Population 22 Existing Parkland and Park Facilities Inventory 22 Parkland and Park Facilities Unit Costs 23 Parkland and Park Facility Standards 24 Mitigation Fee Act 24 Quimby Act 24 City of Azusa Parkland and Park Facilities Standards 24 Facilities Needed to Accommodate New Development 25 Park Facilities Cost per Capita 26 Use of Fee Revenue 27 Fee Schedule 27 5. WATER CAPACITY FEES ............................................................ 29 City of Azusa Development Impact Fee Nexus Study ii Water Demand 29 Facility Needs and Costs 31 Cost per EDU 36 Water System Development Fee Schedule 36 Water Annexation Fees 37 Current Water System Asset Valuation 37 Adjusted System Valuation 43 Fee per EDU 43 Water Rights 44 Water Annexation Fee Schedule 45 6. SEWER CAPACITY ..................................................................... 46 Sewer Demand 46 Current Sewer System Asset Valuation 47 Fee per Gallon per Day 47 Sewer Capacity Fee Schedule 48 7. AB 602 REQUIREMENTS ............................................................ 50 Compliance with AB 602 50 66016.5. (a) (2) - Level of Service 50 66016.5. (a) (4) – Review of Original Fee Assumptions 50 66016.5. (a) (5) – Residential Fees per Square Foot 50 66016.5. (a) (6) – Capital Improvement Plan 50 8. IMPLEMENTATION ...................................................................... 51 Impact Fee Program Adoption Process 51 Inflation Adjustment 51 Reporting Requirements 51 9. MITIGATION FEE ACT FINDINGS .................................................. 54 Purpose of Fee 54 Use of Fee Revenues 54 Benefit Relationship 54 Burden Relationship 55 Proportionality 55 10. APPENDIX ................................................................................ 56 3 Executive Summary This report summarizes an analysis of development impact fees needed to support future development in the City of Azusa through 2045. It is the City’s intent that the costs representing future development’s share of public facilities and capital improvements be imposed on that development in the form of a development impact fee, also known as a public facilities fee. The public facilities and improvements included in this analysis are divided into the fee categories listed below: • General Government Facilities • Parks • Water Capacity Fees (System Development and Water Annexation Fees) • Sewer Capacity Background and Study Objectives The primary policy objective of a development impact fee program is to ensure that new development pays the capital costs associated with growth. The primary purpose of this report is to calculate and present fees that will enable the City to expand its inventory of public facilities, as new development creates increases in service demands. Two types of fees are identified in this report: 1. This study identifies the maximum justified development impact fees for general government facilities and parks fees under authority granted by the Mitigation Fee Act (the Act), contained in California Government Code Sections 66000 et seq. Chapter 9 provides the necessary findings required by the Act for adoption of these facility categories. 2. The water capacity (including system development fees, and annexation fees) and sewer capacity fees calculated in this report are subject to the requirements of Government Code Section 66013, which defines a capacity charge as “a charge for public facilities in existence at the time a charge is imposed or charges for new public facilities to be acquired or constructed in the future that are of proportional benefit to the person or property being charged, including supply or capacity contracts for rights or entitlements, real property interests, and entitlements and other rights of the local agency involving capital expense relating to its use of existing or new public facilities. A “capacity charge” does not include a commodity charge.” Capacity charges based on the buy-in method are a reimbursement for past capital costs. Capacity charges are not subject to the nexus findings required for impact fees, and are typically triggered by a new or upsized connection to the utility. The City will program development impact fee-funded capital projects through its Capital Improvement Plan (CIP). Using a CIP allows the City to identify and direct its revenue to public facilities projects that will accommodate future growth. By programming fee revenues to specific capital projects, the City can help ensure a reasonable relationship between new development and the use of fee revenues as required by the Mitigation Fee Act. Facility Standards and Costs There are several approaches typically used to calculate facilities standards and allocate the costs of planned facilities to accommodate growth in compliance with the Mitigation Fee Act requirements. The planned facilities approach allocates costs based on the ratio of planned facilities that serve new development to the increase in demand associated with new development. This approach is City of Azusa Development Impact Fee Nexus Study 4 appropriate when specific planned facilities that only benefit new development can be identified, or when the specific share of facilities benefiting new development can be identified. Examples include street improvements to avoid deficient levels of service or a sewer trunk line extension to a previously undeveloped area. This approach is used for the water capacity fees in this report. The existing inventory approach is based on a facility standard derived from the City’s existing level of facilities and existing demand for services. This approach results in no facility deficiencies attributable to existing development. This approach is often used when a long -range plan for new facilities is not available. Only the initial facilities to be funded with fees are identified in the fee study. Future facilities to serve growth will be identified through the City’s annual capital improvement plan and budget process and/or completion of a new facility master plan. This approach is used to calculate the general government facilities and park fees in this report. The buy-in method is typically used when the existing system has sufficient capacity to serve new development now and into the future. Under the buy -in methodology, new development “buys” a proportionate share of existing capacity at the current value of the existing facilities. This approach is typically used for utility fees, where existing facilities are built with excess capacity to serve future development. This approach is used for the water capacity fees and sewer capacity fees in this report. The system plan approach is based on a master facility plan in situations where the needed facilities serve both existing and new development. This approach allocates existing and planned facilities across existing and new development to determine new development’s fair share of facility needs. This approach is used when it is not possible to differentiate the benefits of new facilities between new and existing development. Often the system plan is based on increasing facility standards, so the City must find non-impact fee revenue sources to fund existing development’s fair share of planned facilities. This approach is not used in this report. Use of Fee Revenues The Mitigation Fee Act requires that this analysis “Identify the use to which the fee is to be put. If the use is financing public facilities, the facilities shall be identified. That identification may, but need not, be made by reference to a capital improvement plan as specified in Section 65403 or 66002, may be made in applicable general or specific plan requirements, or may be made in other public documents that identify the public facilities for which the fee is charged.”1 Each chapter in this report identifies the appropriate use of impact fee revenues for each particular impact fee category. Impact fee revenue must be spent on new facilities or expansion of current facilities to serve new development. Facilities can be generally defined as capital acquisition items with a useful life greater than five years. Impact fee revenue can be spent on capital facilities to serve new development, including but not limited to land acquisition, construction of buildings, infrastructure, the acquisition of vehicles or equipment, information technology, software licenses and equipment. Development Impact Fee Schedule Summary Tables E.1 summarizes the development impact fees that meet the City’s identified needs and comply with the requirements of the Mitigation Fee Act. Table E.2 summarizes the maximum justified water and sewer capacity fees. These fees are charged per dwelling unit, as opposed to per square foot, for residential land uses. 1 California Government Code §66001 (a) (2). City of Azusa Development Impact Fee Nexus Study 5 E.1: Maximum Justified Development Impact Fee Schedule Land Use General Government Parks (Subdivisions)1 Parks (Non- Subdivisions)2 Total (Subdivisions) Total (Non- Subdivisions) Residential - per Square Foot 2.25$ 6.16$ 4.80$ 8.41$ 7.05$ Nonresidential - per Square Foot Commercial (Restaurant)0.72$ -$ -$ 0.72$ 0.72$ Commercial (Non-Restaurant)0.72 - - 0.72 0.72 Office 1.11 - - 1.11 1.11 Industrial 0.40 - - 0.40 0.40 1 Includes parkland improvement fee and fee in-lieu of land dedication charged under the Quimby Act. 2 Includes parkland improvement fee and fee for land acquisition charged under the Mitigation Fee Act. Sources: Tables 3.6 and 4.7. City of Azusa Development Impact Fee Nexus Study 6 E.2: Maximum Justified Capacity Fee Schedule Land Use Water Capacity1 Sewer Capacity2 Total Residential - per Dwelling Unit 6,037$ 1,420$ 7,457$ Nonresidential - per Square Foot Commercial (Restaurant)2.78$ 6.17$ 8.95$ Commercial (Non-Restaurant)2.78 1.85 4.63 Office 2.78 1.54 4.32 Industrial 1.33 1.54 2.87 1 Applicable within ALW service area. 2 Applicable within City of Azusa. Sources: Tables 5.6 and 6.4. Note: Annexation capacity fees are shown in Table 5.16, but not shown in this summary table since they would be applied to development outside of the ALW service area when annexing into the service area. 7 1. Introduction This report presents an analysis of the need for public facilities to accommodate new development in the City of Azusa. This chapter provides background for the study and explains the study approach under the following sections: • Public Facilities Financing in California; • Study Objectives; • Fee Program Maintenance; • Study Methodology; and, • Organization of the Report. Public Facilities Financing in California The changing fiscal landscape in California during the past 45 years has steadily undercut the financial capacity of local governments to fund infrastructure. Four dominant trends stand out: • The passage of a string of tax limitation measures, starting with Proposition 13 in 1978 and continuing through the passage of Proposition 218 in 1996; • Declining popular support for bond measures to finance infrastructure for the next generation of residents and businesses; • Unfunded state and federal mandates; and, • Steep reductions in federal and state assistance. Faced with these trends, many cities and counties have had to adopt a policy of “growth pays its own way.” This policy shifts the burden of funding infrastructure expansion from existing ratepayers and taxpayers onto new development. This funding shift has been accomplished primarily through the imposition of assessments, special taxes, and development impact fees also known as public facilities fees. Assessments and special taxes require the approval of property owners and are appropriate when the funded facilities are directly related to the developing property. Development impact fees, on the other hand, are an appropriate funding source for facilities that benefit all development jurisdiction-wide. Development impact fees need only a majority vote of the legislative body for adoption. Study Objectives The primary policy objective of a public facilities fee program is to ensure that new development pays the capital costs associated with growth. Goal 7 of the City’s General Plan states “Ensure that public and institutional uses such as government and administrative offices, recreation facilities, cultural centers and educational uses adequately support the existing and future population.” Goal 9 states “Ensure that land use development is adequately served by supporting infrastructure and public services.” The primary purpose of this report is to establish impact fees for the City based on the most current available facility plans and growth projections. The proposed fees will enable the City to expand its inventory of public facilities as new development leads to increases in service demands. This report supports the General Plan goals stated above. The City can impose development impact fees for general government facilities and parks under authority granted by the Mitigation Fee Act (the Act), contained in California Government Code Sections 66000 et seq. This report provides the necessary findings required by the Act to demonstrate the essential nexus between new development and the impact fees needed to City of Azusa Development Impact Fee Nexus Study 8 support that development. The findings demonstrate that the fees are proportional to demand for facilities from new development and are necessary to allow the City to adopt the fee schedules presented in this report. Azusa is forecast to have moderate growth through this study’s planning horizon of 2045. This growth will create an increase in demand for public services and the facilities required to deliver them. Given the revenue challenges described above, Azusa has decided to use a development impact fee program to ensure that new development funds the share of facility costs associated with growth. This report makes use of the most current available growth forecasts and capital facilities planning documents to establish the City’s fee program to ensure that the fee program accurately represents the facility needs resulting from new development. Fee Program Maintenance Once a fee program has been adopted it must be properly maintained to ensure that the revenue collected adequately funds the facilities needed by new development. To avoid collecting inadequate revenue, the inventories of existing facilities and costs for planned facilities must be updated periodically for inflation, and the fees recalculated to reflect the higher costs. The use of established indices for each facility included in the inventories (land, building s, and equipment), such as the California Construction Cost Index, is necessary to accurately adjust the impact fees. While fee updates using inflation indices are appropriate for annual or periodic updates to ensure that fee revenues keep up with increases in the costs of public facilities, it is recommended to conduct more extensive updates of the fee documentation and calculation (such as this study) when significant new data on growth forecasts and/or facility plans become available. For further detail on fee program implementation, see Chapter 9. Study Methodology Development impact fees are calculated to fund the cost of facilities required to accommodate growth. The six steps followed in this development impact fee study include: 1. Estimate existing development and future growth: Identify a base year for existing development and a growth forecast that reflects increased demand for public facilities; 2. Identify facility standards: Determine the facility standards used to plan for new and expanded facilities; 3. Determine facilities required to serve new development: Estimate the total amount of planned facilities, and identify the share required to accommodate new development; 4. Determine the cost of facilities required to serve new development: Estimate the total amount and the share of the cost of planned facilities required to accommodate new development; 5. Calculate fee schedule: Allocate facilities costs per unit of new development to calculate the development impact fee schedule; and 6. Identify alternative funding requirements: Determine if any non-fee funding is required to complete projects. The key public policy issue in development impact fee studies is the identification of facility standards (step #2, above). Facility standards document a reasonable relationship between new development and the need for new facilities. Standards ensure that new development does not fund deficiencies associated with existing development. City of Azusa Development Impact Fee Nexus Study 9 Types of Facility Standards There are three separate components of facility standards:  Demand standards determine the amount of facilities required to accommodate growth, for example, park acres per thousand residents, square feet of library space per capita, or gallons of water per day. Demand standards may also reflect a level of service such as the vehicle volume-to-capacity (V/C) ratio used in traffic planning.  Design standards determine how a facility should be designed to meet expected demand, for example, park improvement requirements and technology infrastructure for City office space. Design standards are typically not explicitly evaluated as part of an impact fee analysis but can have a significant impact on the cost of facilities. Our approach incorporates the cost of planned facilities built to satisfy the City’s facility design standards.  Cost standards are an alternate method for determining the amount of facilities required to accommodate growth based on facility costs per unit of demand. Cost standards are useful when demand standards were not explicitly developed for the facility planning process. Cost standards also enable different types of facilities to be analyzed based on a single measure (cost or value) and are useful when different facilities are funded by a single fee program. Examples include facility costs per capita, cost per vehicle trip, or cost per gallon of water per day. New Development Facility Needs and Costs A number of approaches are used to identify facility needs and costs to serve new developmen t. This is often a two-step process: (1) identify total facility needs, and (2) allocate to new development its fair share of those needs. There are three common methods for determining new development’s fair share of planned facilities costs: the system plan method, the planned facilities method, and the existing inventory method. The formula used by each approach and the advantages and disadvantages of each method is summarized below: Existing Inventory Method The existing inventory method allocates costs based on the ratio of existing facilities to demand from existing development as follows: Current Value of Existing Facilities Existing Development Demand Under this method new development will fund the expansion of facilities at the same standard currently serving existing development. By definition the existing inventory method results in no facility deficiencies attributable to existing development. This method is often used when a long - range plan for new facilities is not available. Only the initial facilities to be funded with fees are identified in the fee study. Future facilities to serve growth are identified through an annual capital improvement plan and budget process, possibly after completion of a new facility master plan. This approach is used to calculate the general government facilities and park fees in this report. Planned Facilities Method The planned facilities method allocates costs based on the ratio of planned facility costs to demand from new development as follows: Cost of Planned Facilities New Development Demand = $/unit of demand = $/unit of demand City of Azusa Development Impact Fee Nexus Study 10 This method is appropriate when planned facilities will entirely serve new development, or when a fair share allocation of planned facilities to new development can be estimated. An example of the former is a Wastewater trunk line extension to a previously undeveloped area. An example of the latter is a portion of a roadway that has been identified as necessary to mitigate the impact from new development through traffic modeling analysis . Under this method new development will fund the expansion of facilities at the standards used in the applicable planning documents. This approach is used for the water system development fees in this report. Buy-In Method The buy-in method is based on the value of the existing system’s capacity. This method is typically used when the existing system has sufficient capacity to serve new development now and into the future. Under the buy-in methodology, new development “buys” a proportionate share of existing capacity at the current value of the existing facilities. The buy-in fee is determined by taking the current value of assets (replacement cost new, less depreciation) divided by the current capacity provided by the system. Responsibility for new capital improvements is then shared equally by all customers. A simplified version of the calculation equation is: Present Value of Existing Facilities Existing System Capacity This approach is typically used for utility fees, where existing facilities are built with excess capacity to serve future development. This approach is used for the water capacity and sewer capacity fees in this report. System Plan Method This method calculates the fee based on the value of existing facilities plus the cost of planned facilities, divided by demand from existing plus new development: Value of Existing Facilities + Cost of Planned Facilities Existing + New Development Demand This method is useful when planned facilities need to be analyzed as part of a system that benefits both existing and new development. It is difficult, for example, to allocate a new fire station solely to new development when that station will operate as part of an integrated system of fire stations that together achieve the desired level of service. The system plan method ensures that new development does not pay for existing deficiencies. Often facility standards based on policies such as those found in General Plans are higher than the existing facility standards. This method enables the calculation of the existing deficiency required to bring existing development up to the policy-based standard. The local agency must secure non-fee funding for that portion of planned facilities required to correct the deficiency to ensure that new development receives the level of service funded by the impact fee. This approach is not used in this report. Organization of the Report The determination of a public facilities fee begins with the selection of a planning horizon and development of growth projections for population and employment. These projections are used throughout the analysis of different facility categories and are summarized in Chapter 2. Chapters 3 through 6 identify facility standards and planned facilities, allocate the cost of planned facilities between new development and other development, and identify the appropriate development impact fee for each of the following facility categories: = cost per unit of demand = $/unit of demand City of Azusa Development Impact Fee Nexus Study 11 • General Government Facilities • Parks • Water Capacity Fees (System Development and Water Annexation Fees) • Sewer Capacity Chapter 7 describes how this study complies with the requirements of AB 602 for fees charged under the Act. Chapter 8 details the procedures that the City must follow when implementing a development impact fee program. Impact fee program adoption procedures are found in California Government Code Sections 66016 through 66018. The five statutory findings required for adoption of the proposed public facilities fees in accordance with the Mitigation Fee Act are documented in Chapter 9. 12 2. Growth Forecasts Growth projections are used as indicators of demand to determine facility needs and allocate those needs between existing and new development. This chapter explains the source for the growth projections used in this study based on a 2024 base year and a planning horizon of 2045. Estimates of existing development and projections of future growth are critical assumptions used throughout this report. These estimates are used as follows: • The estimate of existing development in 2024 is used as an indicator of existing facility demand and to determine existing facility standards. • The estimate of total development in 2045 is used as an indicator of future demand to determine total facilities needed to accommodate growth versus those needed to remedy existing facility deficiencies, if any. Facilities needed to remedy existing deficiencies cannot be funded with impact fee revenue. • Estimates of growth from 2024 through 2045 are used to (1) allocate facility costs between new development and existing development, and (2) estimate total fee revenues. The demand for public facilities is based on the service population, dwelling units or nonresidential development creating the need for the facilities. Land Use Types To ensure a reasonable relationship between each fee and the type of development paying the fee, growth projections distinguish between different land use types. The land use types that impact fees have been calculated for are defined below. • Residential: All residential dwelling units. Development impact fees charged per square foot of living space. Fees can also be charged for net new living space associated with a residential remodeling project. Water and sewer capacity fees are charged per dwelling unit. • Accessory Dwelling Units (ADUs): Pursuant to Government Code, section 66324(c)(1) a local agency cannot impose any development impact fees upon an ADU less than 750 square feet. Furthermore, all impact fees charged on ADUs of 750 square feet or greater must be charged proportionately in relation to the square footage of the primary dwelling unit. Regarding water and sewer capacity fees - Article 2, Chapter 13, Division 1, Title 7 of the Government Code (commencing with section 66314) governs imposing fees on ADUs - specifically sections 66323 and 66324. In short, the City can only consider an ADU a new residential unit for purposes of requiring separate connection to the utility and imposing connection/capacity fees if the ADU: (1) Does not comply with the requirements of Section 66323(a)(1); or (2) Is constructed with a new single-family dwelling or upon separate conveyance of the ADU pursuant to section 66342, even if the ADU is constructed in compliance with section 66323(a)(1). Otherwise, all ADUs constructed in conformance with section 66323(a)(1), which are not constructed with a new single-family dwelling or separate conveyance of the ADU, are prohibited from paying connection/capacity fees. Government Code section 66324(e) provides guidance for assessing capacity fees to ADUs greater than 750 square feet. When applicable, the capacity fee for City of Azusa Development Impact Fee Nexus Study 13 ADUs greater than 750 square feet shall be proportionate to the burden of the proposed accessory dwelling unit, based upon either its square feet or the number of its drainage fixture unit (DFU) values, as defined in the Uniform Plumbing Code adopted and published by the International Association of Plumbing and Mechanical Officials. This fee or charge shall not exceed the reasonable cost of providing this service. In this case, ALW and the City are choosing to charge fees to ADUs when applicable based on the square footage of the ADU compared to the square footage of the primary unit. For example, if the ADU is 800 square feet and the primary unit is 1,600 square feet, then the capacity fee for the ADU will be half of the fee for the primary unit. • Commercial: All commercial, retail, educational, and hotel/motel development. • Commercial (Restaurant): All restaurant development. Fees for this land use category are the same as the commercial fees for all fee categories except for sewer capacity fees. • Office: All general and medical office development. • Industrial: All manufacturing, warehouses and other industrial development. • Schools: Water capacity fees are calculated for schools. • Parks: Water capacity fees are calculated for parks, per acre of parkland. Some developments may include more than one land use type, such as a mixed-use development with both residential and commercial uses. Another similar situation would be a warehousing facility that contains office space. In those cases, the facilities fee would be calculated separately for each land use type included within the building. The City has the discretion to determine which land use type best reflects a development project’s characteristics for purposes of imposing an impact fee and may adjust fees for special or unique uses to reflect the impact characteristics of the use. Existing and Future Development Table 2.1 shows the estimated number of residents, dwelling units, employees, and building square feet in Azusa, both in 2024 and in 2045. The base year estimates of residents and dwelling units come from the California Department of Finance. The increase of dwelling units in is identified in the City’s Housing Element. The increase of dwelling units to 2045 is then used to estimate the increase in population by multiplying the count of units by the occupant densities of 3.30 residents per single family unit and 2.87 residents per multifamily unit, based on data for Azusa from the American Community Survey. Base year employees were estimated based on data obtained from the U.S. Census Bureau’s OnTheMap Application. Projected employees in 2045 were identified in the SCAG Connect SoCal Growth Forecast, and assume that the current proportion of employees, by type will be content to 2045. Estimated building square feet in 2024 and 2045 was calculated based on the employment counts and density factors in Table 2.2. Note that these development assumptions do not apply to the water capacity fees. The demand projections for the water capacity fees include existing and projected development within the Azusa Light and Water (ALW) service area, which includes the City of Azusa, plus portions of Covina, Glendora, Irwindale, West Covina, and Los Angeles County unincorporated areas. Demand projections for the water capacity fees are detailed in Chapter 5. City of Azusa Development Impact Fee Nexus Study 14 Table 2.1: Demographic Assumptions 2024 2045 Increase Residents 1 49,420 57,591 8,171 Dwelling Units 2 Single Family 9,265 10,846 1,581 Multifamily 6,275 7,345 1,070 Total 15,540 18,191 2,651 Employment 3 Commercial 6,701 10,414 3,713 Office 2,219 3,448 1,229 Industrial 4,593 7,138 2,545 Total 13,513 21,000 7,487 Building Square Feet (000s)4 Commercial 3,161 4,912 1,751 Office 681 1,058 377 Industrial 3,959 6,153 2,194 Total 7,801 12,123 4,322 1 Current population from California Department of Finance. Projection based on increase in dwelling units identified in Housing Element, multiplied by assumption of residents per single family (3.30) and multifamily (2.87) unit calculated from American Community Survey data. 2 Current values from California Department of Finance. Projection based on increase in dwelling units identified in Housing Element. 4 Estimated building square feet calculated based on increase of employees and density factors in Table 2.2. 3 Current estimates of primary jobs from the US Census' OnTheMap. Projection identified in SCAG Growth Forecast. Sources: Azusa Housing for All Housing Element 2021-2029; California Department of Finance, Table E-5, 2024; Southern California Association of Governments (SCAG) Connect SoCal 2024 Growth Forecast by Jurisdiction; OnTheMap Application, http://onthemap.ces.census.gov; American Community Survey, 2021; Table 2.2, Willdan Financial Services. Occupant Densities All fees in this report are calculated based on dwelling units or building square feet. Occupant density assumptions ensure a reasonable relationship between the size of a development project, the increase in service population associated with the project, and the amount of the fee. The densities ensure that the fee per unit of new development is roughly proportional to the demand for facilities from various types of development. Occupant densities (residents per dwelling unit or workers per 1,000 building square feet) are the most appropriate characteristics to use for most impact fees. The fee imposed should be based on the land use type that most closely represents the probable occupant density of the development. City of Azusa Development Impact Fee Nexus Study 15 The average occupant density factors used in this report are shown in Table 2.2. The residential density factor was calculated using the most recent data from the American Community Survey specifically for the City of Azusa. This factor is the weighted average factor across all existing dwelling units, as opposed to the factors used to estimate total population in Table 2.1, which are specific to the type of dwelling unit. The nonresidential occupancy factors are derived from data from the Institute of Traffic Engineers Trip Generation Manual, 11th Edition. Table 2.2: Occupant Density Residential - All Units 3.11 Residents per dwelling unit Nonresidential Commercial 2.12 Employees per 1,000 square feet Office 3.26 Employees per 1,000 square feet Industrial 1.16 Employees per 1,000 square feet Sources: U.S. Census Bureau, 2022 American Community Survey 5-Year Estimates, Tables B25024 and B25033; ITE Trip Generation Manual, 11th Edition; Willdan Financial Services. 16 3. General Government Facilities The purpose of the general government facilities impact fee is to fund the general government facilities needed to serve new development. A maximum justified fee is presented based on the existing facilities standard of general government facilities per capita. The essential nexus for this facility category is between the demand for new general government facilities from the projected increase in service population and the additional general government facilities needed to meet those service demands. The fees are roughly proportional to demand because they ensure that new development will pay no more on a per capita basis than existing development has paid to date to fund the facilities needed to serve the City through the planning horizon, and the fees are scaled based on the number of residents occupying a new dwelling unit, or the number of jobs associated with nonresidential land uses. Service Population General government facilities serve both residents and businesses. Therefore, demand for services and associated facilities are based on the City’s service population including residents and workers. Table 3.1 shows the existing and future projected service population for general government facilities. While specific data is not available to estimate the actual ratio of demand per resident to demand by businesses (per worker) for this service, it is reasonable to assume that demand for these services is less for one employee compared to one resident, because nonresidential buildings are typically occupied less intensively than dwelling units. This study makes use of a worker weighting factor to estimate different levels of demand between residential and nonresidential land uses. The 0.31-weighting factor for workers is based on a 40-hour workweek divided by the total number of non-work hours in a week (128) and reflects the degree to which nonresidential development are typically occupied less intensively than dwelling units and consequently create a lesser demand for facilities. City of Azusa Development Impact Fee Nexus Study 17 Table 3.1: General Government Facilities Service Population A B A x B = C Persons Weighting Factor Service Population Residents Existing (2024)49,420 1.00 49,420 New Development 8,171 1.00 8,171 Total (2045)57,591 57,591 Workers Existing (2024)13,513 0.31 4,189 New Development 7,487 0.31 2,321 Total (2045)21,000 6,510 Combined Residents and Weighted Workers Existing (2024)53,609 New Development 10,492 Total (2045)64,101 Sources: Table 2.1; Willdan Financial Services. 1 Workers are weighted at 0.31 of residents based on a 40 hour work week out of a possible 128 non-work hours in a week (40/128 = 0.31) Existing Facility Inventory The City’s general government facility inventory consists of several public buildings including City Hall, corporate yard, police station, and various recreation and community center buildings . Table 3.2 summarizes the City’s current inventory of public land, buildings and vehicles. The assumed cost of land acquisition of $540,700 per acre is based on land sales comparisons from the previous five years, as reported by CoStar and is used consistently through this report to value land acquisition for each impact fee category. No value is shown for certain land parcels, as those pieces of land are captured in the park facilities fee. I n total, the City owns $57.9 million worth of general government facilities. City of Azusa Development Impact Fee Nexus Study 18 Table 3.2: Existing General Government Facilities Inventory Facility Address / Description Quantity Units Unit Cost Replacement Cost Land (acres) Azusa Transit Center 190 E 9th St 1.75 acres 540,700$ 946,225$ Boy Scout House 0.58 acres 540,700 312,802 City Corporate Yard 809 North Angeleno Avenue 5.30 acres 540,700 2,865,710 Civic Center Complex 213 East Foothill Boulevard 6.00 acres 540,700 3,244,200 Library 729 North Dalton Avenue 0.17 acres 540,700 93,096 Memorial Park Building1 - acres 540,700 - North Recreation Center1 - acres 540,700 - Police Station 725 Alameda 1.46 acres 540,700 790,693 Senior Center1 740 North Dalton Avenue - acres 540,700 - Woman's Club 1003 North Azusa Avenue 0.48 acres 540,700 260,668 Subtotal - Land 14.00 acres 8,513,393$ Buildings (square feet) Boy Scout Building Boy Scout Building 4,091 sq. ft.251$ 1,025,100$ City Corporate Yard Storage Building 2 1,280 sq. ft.69 87,704 City Corporate Yard Storage Building 1 1,140 sq. ft.81 92,208 City Corporate Yard Corp Yard Carport 5,150 sq. ft.84 432,000 City Corporate Yard Public Works Administrative Building 2,780 sq. ft.341 948,387 City Corporate Yard Engineering, Maintenance Garage 9,400 sq. ft.150 1,410,000 City Corporate Yard Trans Street Facilities 6,560 sq. ft.154 1,008,000 Civic Center Complex Library 18,500 sq. ft.318 5,876,000 Civic Center Complex City Hall 6,632 sq. ft.433 2,871,000 Civic Center Complex Barnes House 786 sq. ft.248 194,963 Civic Center Complex Durrell House 3,695 sq. ft.219 810,668 Civic Center Complex City Hall West Wing 9,282 sq. ft.308 2,860,000 Civic Center Complex Auditorium 4,574 sq. ft.469 2,147,000 Memorial Park Building Memorial Park Building 22,639 sq. ft.319 7,224,500 Memorial Park North Recreation Center 10,664 sq. ft.291 3,102,000 Police Department Police - Car Shelter 2,691 sq. ft.37 100,385 Police Department Police Department 23,746 sq. ft.504 11,958,779 Police Department Carport - Weight Room 2,737 sq. ft.153 418,371 Senior Center Senior Center 13,488 sq. ft.351 4,734,400 Woman's Club Woman's Club 7,950 sq. ft.267 2,120,700 Subtotal - Buildings 157,785 49,422,165$ Total Value - Existing Facilities 57,935,558$ 1 Land for these facilities is excluded here, as it is captured in the park facilities impact fee. Sources: City of Azusa Property Statement of Value, May 1, 2024; CoStar; Willdan Financial Services. Planned Facilities Table 3.3 summarizes the planned general government facilities to be partially funded through this impact fee. More details regarding these projects can be found in Appendix Table A.1. Note that the cost of the planned facilities does not drive the fee calculation. Rather, the list of planned facilities is included to demonstrate the facilities that could be funded with fee revenue. City of Azusa Development Impact Fee Nexus Study 19 Table 3.3: Planned General Government Facilities Project Title Quantity Units Unit Cost Total Police Vehicles 20 Vehicles 95,086$ 1,901,730$ Expand Police Parking Lot 1 Acres 2,000,000 2,000,000 Expand Capacity at Existing Buildings 20,000 Sq. Ft.500 10,000,000 General City Vehicles 10 Vehicles 49,838 498,375 Finance Enterprise System (ERP) Expansion 1 Software Package 200,000 200,000 Human Resources Enterprise System (ERP) Expansion 1 Software Package 150,000 150,000 Total 14,750,105$ Source: City of Azusa. Cost Allocation Existing Level of Service Table 3.4 expresses the City’s current general government facilities level of service in terms of an existing cost per capita. This cost per capita drives the fee calculation. Fees imposed at this level of service will allow the City to maintain its current level of service for general government facilities as new development adds demand for facilities. Table 3.4: Existing Level of Service Value of Existing Facilities 57,935,558$ Existing Service Population 53,609 Cost per Capita 1,081$ Facility Standard per Resident 1,081$ Facility Standard per Worker1 335 1 Based on a weighing factor of 0.31. Sources: Tables 3.1 and 3.2. Use of Fee Revenue The City can use general government facilities fee revenues for the construction or purchase of buildings, land, and equipment that are part of the system of general government facilities serving new development. A list of planned facilities is included in Table 3.3 and detailed in Appendix Table A.1. Fee Revenue Projection The City plans to use general government facilities fee revenue to construct improvements to add to the system of general government facilities that serve new development. The list of facilities to be partially funded by the fee is detailed above in Table 3.3. Table 3.5 details a projection of fee revenue, based on the service population growth increment identified in Table 3.1. The projected fee revenue is not sufficient to fund all the planned facilities. However, so long as the City spends City of Azusa Development Impact Fee Nexus Study 20 the revenue on capacity expanding facilities it will have been spent appropriately . Additional funding will be needed if the City is to fully fund all the identified planned facilities through the planning horizon. Table 3.5: Projected Fee Revenue Cost per Capita 1,081$ Growth in Service Population (2024 to 2045)10,492 Fee Revenue 11,341,852$ Net Cost of Planned Facilities 14,750,105$ Unfunded (3,408,253)$ Sources: Tables 3.1, 3.3 and 3.4. Fee Schedule Table 3.6 shows the maximum justified general government facilities fee schedule. The cost per capita is converted to a fee per unit of new development based on dwelling unit and employment densities (persons per dwelling unit or employees per 1,000 square feet of nonresidential building space). The fee per average sized dwelling unit is converted into a fee per square foot by dividing the fee per dwelling unit by the assumed average square footage of a dwelling unit. The total fee includes a two percent (2%) administrative charge to fund costs that include: (1) legal, accounting, and other administrative support and (2) impact fee program administrative costs including revenue collection, revenue, and cost accounting, mandated public reporting, and fee justification analyses. Two percent is used in this case based on Willdan’s experience with impact fee programs in California, as the City does not currently have its own program to draw on for actual data. Future updates to the fees should calibrate the administrative charge with the City’s actual experience City of Azusa Development Impact Fee Nexus Study 21 Table 3.6: General Government Facilities Fee Schedule A B C = A x B D = C x 0.02 E = C + D F = E / Average Cost Per Admin Fee per Land Use Capita Density Base Fee 1 Charge 1, 2 Total Fee 1 Sq. Ft.3 Residential Dwelling Unit 1,081$ 3.11 3,362$ 67$ 3,429$ 2.25$ Nonresidential - per 1,000 Sq. Ft. Commercial 335$ 2.12 710$ 14$ 724$ 0.72$ Office 335 3.26 1,092 22 1,114 1.11 Industrial 335 1.16 389 8 397 0.40 Sources: Tables 2.2 and 3.4. 2 Administrative charge of 2.0 percent for (1) legal, accounting, and other administrative support and (2) impact fee program administrative costs including revenue collection, revenue and cost accounting, mandated public reporting, and fee justification analyses. 1 Fee per average sized dwelling unit or per 1,000 square feet of nonresidential building space. 3 Assumes an average of 1,525 square feet per dwelling unit in the Los Angeles-Long Beach MSA per the 2021 American Housing Survey. 22 4. Park Facilities The purpose of the park facilities impact fee is to fund the park facilities needed to serve new development. The maximum justified impact fee is presented based on the existing standard of park facilities per capita. Fee revenue would be used to expand the provision of parks to meet demand from future development. The essential nexus for this facility category is between the demand for City parks from the projected increase in residents and the additional parks needed to meet those service demands. The fees are roughly proportional to demand because they ensure that new development can maintain the City’s existing ratio of park acres to residents, and the fees are scaled based on the number of residents occupying a new dwelling unit. A fee in-lieu of parkland dedication charged under the Quimby Act is also included in this chapter. Service Population Park and recreation facilities in Azusa primarily serve residents. Therefore, demand for services and associated facilities is based on the City’s residential population. Table 4.1 shows the existing and future projected service population for park facilities. Table 4.1: Park Facilities Service Population Residents Existing (2024)49,420 New Development 8,171 Total (2045)57,591 Source: Table 2.1. Existing Parkland and Park Facilities Inventory The City of Azusa maintains several parks throughout the city. Table 4.2 summarizes the City’s existing parkland inventory in 2024. All facilities are owned by the City. In total, the inventory includes a total of 88.46 acres of City-owned parkland. City of Azusa Development Impact Fee Nexus Study 23 Table 4.2: Park Land Inventory Park Acres Alisal Park 1.60 Arroyo North 7.00 Arroyo South 12.00 Azusa Bike Trial Head 0.90 Canyon Park 1.00 Citrus Grove Park 0.56 Craftsman Park 0.75 Edwards Park 0.20 Gladstone Park 4.60 Memorial Park 13.40 Northside Park 15.09 Oak Hill Park 0.60 Olive Hill Park 0.60 Pioneer Park 4.10 Rancho Park 1.00 Ridgeview Park 1.31 San Gabriel Canyon Gateway Center 2.75 Sierra Madre Park 1.38 Slauson Park 5.50 Summit Park 0.88 Veteran's Freedom Park 6.24 Zacatecas Park 7.00 Total 88.46 Source: City of Azusa. Parkland and Park Facilities Unit Costs Table 4.3 displays the unit costs necessary to develop parkland in Azusa. The cost of improving an acre of parkland with standard park improvements is based on Willdan’s experience with other clients in Southern California. The assumed cost of land acquisition of $540,700 per acre is based on land sales comparisons from the previous five years, as reported by CoStar and is used consistently through this report to value land acquisition for each impact fee category . In total, this analysis assumes that it costs $1,290,700 to acquire and develop an acre of parkland in Azusa. Table 4.3: Park Facilities Unit Costs Cost Per Acre Share of Total Costs Standard Park Improvements 750,000$ 58% Land Acquisition 540,700 42% Total Cost per Acre 1,290,700$ 100% Sources: CoStar; Willdan Financial Services. City of Azusa Development Impact Fee Nexus Study 24 Parkland and Park Facility Standards Park facility standards establish a reasonable relationship between new development and the need for expanded parkland and park facilities. Information regarding the City’s existing inventory of existing parks facilities was obtained from City staff. The most common measure in calculating new development’s demand for parks is the ratio of park acres per resident. In general, facility standards may be based on the Mitigation Fee Act (using a city’s existing inventory of parkland and park facilities), or an adopted policy standard contained in a master facility plan or general plan. Facility standards may also be based on a land dedication standard established by the Quimby Act.2 In this case, the City will use the Mitigation Fee Act to impose park impact fees for development not occurring in subdivisions and will use the Quimby Act for development occurring in subdivisions. Mitigation Fee Act The Mitigation Fee Act does not dictate use of a particular type or level of facility standard for public facilities fees. To comply with the findings required under the law, facility standards must not burden new development with any cost associated with facility deficiencies attributable to existing development.3 In this case, the fees will be set to maintain the City’s existing parkland standard of acres per 1,000 residents. Quimby Act The Quimby Act specifies that the dedication requirement must be a minimum of 3.0 acres and a maximum of 5.0 acres per 1,000 residents. A jurisdiction can require residential developers to dedicate above the three-acre minimum if the jurisdiction’s existing park standard at the time it adopted its Quimby Act ordinance justifies the higher level (up to five acres per 1,000 residents). The standard used must also conform to the jurisdiction’s adopted general or specific plan standards. The Quimby Act only applies to land subdivisions. The Quimby Act would not apply to residential development on future approved projects on single parcels, such as apartment complexes and other multifamily development. The Quimby Act allows payment of a fee in lieu of land dedication. The fee is calculated to fund the acquisition of the same amount of land that would have been dedicated. The Quimby Act allows use of in-lieu fee revenue for any park or recreation facility purpose. Allowable uses of this revenue include land acquisition, park improvements, and rehabilitation of existing parks. City of Azusa Parkland and Park Facilities Standards Table 4.4 shows the existing standard for improved park acreage per 1,000 residents based on the type of parkland. The City has an existing parkland standard of 1.79 acres per 1,000 residents, which is less than the minimum Quimby standard of 3.0 acres per 1,000 residents. The impact fee analysis in this report will be based on maintaining the City’s 1.79 acre per 1,000 resident standard as new development adds demand for parks in Azusa. Fees in-lieu of land 2 California Government Code §66477. 3 See the Benefit and Burden findings in Chapter 9. City of Azusa Development Impact Fee Nexus Study 25 dedication for subdivisions are calculated at the minimum Quimby standard of 3.0 acres of developed parkland per 1,000 residents. Table 4.4: Park Standards Developed Park Acreage 88.46 Service Population (2024)49,420 Existing Standard (Acres per 1,000 Residents)1.79 Quimby Act Standard (Acres per 1,000 Residents)3.00 Sources: Tables 4.1 and 4.2. Facilities Needed to Accommodate New Development Table 4.5 shows the park land acquisition and improvements needed to accommodate new development at the existing standard and Quimby standard. To achieve the standard by the planning horizon, depending on the amount of development subject to the Quimby Act, new development must fund the acquisition of between 14.63 and 24.51 parkland acres, at a total cost ranging between $18.9 and $24.2 million. The facility standards and resulting fees under the Quimby Act are higher because development will be charged to provide 3.0 acres of parkland per 1,000 residents, and 1.79 acres of improvements, whereas development not subject to the Quimby Act will be charged to provide only 1.79 acres of parkland per 1,000 residents, and 1.79 acres of improvements. Since the exact amount of development that will be subject to the Quimby fees is unknown at this time, Table 4.5 presents the range of total land costs that may be incurred depending on the amount of development subject to the Quimby Act. City of Azusa Development Impact Fee Nexus Study 26 Table 4.5: Park Facilities to Accommodate New Development Calculation Parkland Improvements Total Range 1 Parkland (Quimby Act), Improvements (Mitigation Fee Act)2 Facility Standard (acres/1,000 capita)A 3.00 1.79 Growth in Service Population (2024 to 2045)B 8,171 8,171 Facility Needs (acres)C = A x B/1000 24.51 14.63 Average Unit Cost (per acre)D $ 540,700 $ 750,000 Total Cost of Facilities E = C x D $ 13,253,000 $ 10,973,000 $ 24,226,000 Parkland and Improvements - Mitigation Fee Act 3 Facility Standard (acres/1,000 capita)A 1.79 1.79 Growth in Service Population (2024 to 2045)B 8,171 8,171 Facility Needs (acres)C = A x B/1000 14.63 14.63 Average Unit Cost (per acre)D $ 540,700 $ 750,000 Total Cost of Facilities E = C x D $ 7,910,000 $ 10,973,000 $ 18,883,000 Note: Totals have been rounded to the thousands. 1 Values in this column show the range of the cost of parkland acquisition and development should all development be either subject to the Quimby Act, or to the Mitigation Fee Act, respectively. 2 Cost of parkland to serve new development shown if all development is subject to the Quimby Act (Subdivisions of 50 units or more). Parkland charged at 3.0 acres per 1,000 residents; improvements charged at the existing standard. 3 Cost of parkland to serve new development shown if all development is subject to the Mitigation Fee Act. Parkland and improvements are charged at the existing standard. Sources: Tables 4.1, 4.3, and 4.4. Park Facilities Cost per Capita Table 4.6 shows the cost per capita of providing new parkland and park facilities at the existing facility standard, and at the Quimby standard. The cost per capita is shown separately for land and improvements. The costs per capita in this table will serve as the basis of three fees: • A Quimby Act Fee in-lieu of land dedication. This fee is payable by residential development occurring in subdivisions. • A Mitigation Fee Act Fee for land acquisition. This fee is payable by residential and nonresidential development not occurring in subdivisions. • A Mitigation Fee Act Fee for park improvements. This fee is payable by all development. A development project pays either the Quimby Act Fee in-lieu of land dedication, or the Mitigation Fee Act Fee for land acquisition, not both. All development projects pay the Mitigation Fee Act fees for park improvements. City of Azusa Development Impact Fee Nexus Study 27 Table 4.6: Cost per Capita Improvements Calculation Quimby Fee OR Impact Fee AND Impact Fee Parkland Investment (per acre) A 540,700$ 540,700$ 750,000$ Existing Standard (acres per 1,000 capita) B 3.00 1.79 1.79 Total Cost per 1,000 capita C = A x B 1,622,100$ 967,900$ 1,342,500$ Cost per Resident D = C / 1,000 1,622$ 968$ 1,343$ Sources: Tables 4.3 and 4.4. Land Use of Fee Revenue The City plans to use parkland and park facilities fee revenue to purchase parkland or construct improvements to add to the system of park facilities that serves new development. The City may only use impact fee revenue to provide facilities and intensify usage of existing facilities needed to serve new development. Fee Schedule To calculate fees by land use type, the investment in park facilities is determined on a per capita basis for both land acquisition and improvement. These cost factors (shown in Table 4.6) are cost per capita based on the unit cost estimates and facility standards. The fee per average sized dwelling unit is converted into a fee per square foot by dividing the fee per dwelling unit by the assumed average square footage of a dwelling unit. Table 4.7 shows the maximum justified park fees based on the Quimby Act standard and based on the existing park standards under the Mitigation Fee Act, respectively. The total fee includes a two percent (2%) administrative charge to fund costs that include: (1) legal, accounting, and other administrative support and (2) impact fee program administrative costs including revenue collection, revenue, and cost accounting, mandated public reporting, and fee justification analyses. Two percent is used in this case based on Willdan’s experience with impact fee programs in California, as the City does not currently have its own program to draw on for actual data. Future updates to the fees should calibrate the administrative charge with the City’s actual experience. City of Azusa Development Impact Fee Nexus Study 28 Table 4.7: Park Facilities Fee Schedule A B C = A x B D = C x 0.02 E = C + D F = E / Average Cost Per Base Admin Fee per Land Use Capita Density Fee 1 Charge 1, 2 Total Fee Sq. Ft.3 Quimby Act - Subdivisions Parkland 1,622$ 3.11 5,044$ 101$ 5,145$ 3.37$ Improvements 1,343 3.11 4,177 84 4,261 2.79 Total 2,965$ 9,221$ 185$ 9,406$ 6.16$ Mitigation Fee Act - Infill Parkland 968$ 3.11 3,010$ 60$ 3,070$ 2.01$ Improvements 1,343 3.11 4,177 84 4,261 2.79 Total 2,311$ 7,187$ 144$ 7,331$ 4.80$ Sources: Tables 2.2 and 4.7. 2 Administrative charge of 2.0 percent for (1) legal, accounting, and other administrative support and (2) impact fee program administrative costs including revenue collection, revenue and cost accounting, mandated public reporting, and fee justification analyses. 1 Fee per average sized dwelling unit or per 1,000 square feet of nonresidential building space. 3 Assumes an average of 1,525 square feet per dwelling unit in the Los Angeles-Long Beach MSA per the 2021 American Housing Survey. 29 5. Water Capacity Fees This chapter documents a reasonable relationship between new development and a water capacity charge to fund water facilities necessary to accommodate growth within the Azusa Light and Water (ALW) service area. These fees are not charged under the Mitigation Fee Act, rather they are charged under Government Code 66013. As such, Mitigation Fee Act findings are not required, and the fees are not subject to the provisions of AB602. Two fees are calculated in this chapter: a water system development fee which funds the capacity-expanding facilities needed to serve new development within the ALW service area, and a water annexation fee, through which new development outside of the service area can buy into the excess capacity of existing ALW facilities if that development annexes into the service area. The projects and associated costs for the water system development fees were identified in ALW’s prior system development fee study, in ALW’s 2015 Water Master Plan (Master Plan), and with ALW staff input. The essential nexus for this facility category is between the demand for water facilities from the projected increased water flow and the additional water facilities needed to meet demand for water from new development. The fees are roughly proportional to demand because they ensure that new development will pay no more than its proportionate share of the identified planned facilities needed to serve ALW through the planning horizon, and the fees are scaled based on the amount of water flow generated by residential and nonresidential land uses. Water Demand Estimates of new development and its consequent increased water demand provide the basis for calculating the water facilities fee. The need for water facilities improvements is based on the water demand placed on the system by development. A typical measure of demand is a flow generation rate, expressed as the number of gallons per day generated by a specific type of land use. Flow generation rates are a reasonable measure of demand on the ALW’s system of water improvements because they represent the average rate of demand that will be placed on the system per land use designation. Table 5.1 shows the calculation of equivalent dwelling unit (EDU) demand factors based on flow generation by land use category. The flow generation estimates based on data from ALW’s Water Master Plan and recent customer usage data. EDU factors express water flow from each land use in terms of the flow generated by a single family dwelling unit. Use of EDU factors to estimate demand and allocate fees ensures that the fees are roughly proportional to the water demand generated by each unit of new development. City of Azusa Development Impact Fee Nexus Study 30 Table 5.1: Equivalent Dwelling Units Land Use Type Flow Generation1 Density2 Average Flow Generation per DU, 1,000 Sq. Ft. or Park Acre Equivalent Dwelling Unit (EDU) Residential Residential Dwelling Unit 3 356.00 1.00 Nonresidential - per 1,000 Sq. Ft. or per Park Acre Commercial 2,492 15.25 163.41 0.46 Office 2,492 15.25 163.41 0.46 Industrial 1,700 21.78 78.05 0.22 Schools 1,734 15.25 113.70 0.32 Parks 359 n/a 359.00 1.01 3 Estimate of flow generation per residential dwelling unit calculatetd based on FY2023-24 data from ALW. 1 Gallons per acre per day. 2 1,000 square feet per acre for nonresidential. Densities are based on typical densities for each land use from the General Plan. Nonresidential densities are based on floor-area-ratios of 0.35 for commercial, office and schools and 0.50 for industrial. Sources: Table 3-10, ALW 2015 Water Master Plan Update – Final, 2015; City of Azusa General Plan, 2004; Willdan Financial Services. Table 5.2 shows the existing and projected demand for water in the ALW service area in terms of gallons of water per day, based on data from the ALW’s 2020 Urban Water Management Plan. Assuming flow 356 gallons per day per residential unit the projected annual flow can be converted into an amount of Equivalent Dwelling Units (EDU), which represent the amount of flow generated by one dwelling unit. The ALW service area is projected to have an increase of 3,012 EDUs between the base year and 2045. The demand projections for the water capacity fees include existing and projected development within the ALW service area, which includes the City of Azusa, plus portions of Covina, Glendora, Irwindale, West Covina, and Los Angeles County unincorporated areas. City of Azusa Development Impact Fee Nexus Study 31 Table 5.2: Current and Projected Water Demand (ALW Service Area) Year Water Demand (AF) Water Demand (Gallons per Day)EDUs1 2024 18,587 16,593,349 46,611 2045 19,788 17,665,588 49,622 New Development EDUs (2024 to 2045)3,012 New Development Share of Total EDUs 6.1% 1 Assumes 356 gallons per equivalent dwelling unit based on an analysis of ALW water demand data from 2024. Sources: Tables 4.1 and 4.12, Azusa Light & Water Urban Water Management Plan, 2020; Table 5.1, Willdan Financial Services. Facility Needs and Costs Table 5.3 and Table 5.4 identify the planned water facilities to be funded by the fee. The projects in Table 5.3 were identified in ALW’s prior system development fee study. The projects in Table 5.4 were identified in ALW’s Master Plan or by ALW staff. Note that only capacity expanding projects are included here. The Master Plan includes many other water facilities projects, but they are needed for rehabilitation and replacement of existing facilities and are thus not eligible for system development fee funding. Some of the identified projects will benefit both existing development and new development, so costs are allocated to new development based on new development’s share of water demand at the planning horizon. Other projects that are needed solely to accommodate new development are allocated 100% to the system development fee. City of Azusa Development Impact Fee Nexus Study 32 Table 5.3: Capacity Expanding Projects from Prior Water System Development Fee Study Item Description Construction Costs (1996 Dollars) Construction Costs (2025 Dollars) Allocation to New Development Allocation to Existing Development Cost Allocated to New Development Cost Allocated to Existing Development Phase 1 B Construct a connecting 8-inch pipeline in Lakeview Terrace at its northerly terminus with AVWC 16-inch pipeline paralleling the Covina ditch.29,000$ 71,400$ 6.1%93.9%4,355$ 67,045$ J Construct 1,450 feet of connecting 16-inch pipeline from AVWC 30-inch pipeline at 11th Street and Dalton Avenue westerly in 11th Street to Alameda Avenue thence southerly to City 18-inch pipeline at 9th Street and Alameda Avenue. Convert City Zone II area from Angeleno Avenue and Rockvale Avenue south of 9th Street and north of Foothill Boulevard to 776 Pressure Zone. City 4, 6, and 8-inch pipelines north side 9th Street to remain on 830 Zone. City 8-inch and 6-inch pipeline north side Foothill Boulevard to be converted to 776 Pressure Zone.173,000 426,000 6.1%93.9%25,986 400,014 L Construct SCADA system and MIS Interface.480,000 1,181,900 6.1%93.9%72,096 1,109,804 N Construct Canyon Treatment Plant Improvements.550,000 1,354,300 6.1%93.9%82,612 1,271,688 Subtotal 1,232,000$ 3,033,600$ 185,050$ 2,848,550$ Phase 2 A Construct 1,600 feet of 12-inch pipeline at Rockvale Pump Station to City 10-inch pipeline at intersection of Palm Drive and 9th Street. Pipeline to be installed in a right-of-way westerly of the Covina Ditch.112,000$ 275,800$ 6.1%93.9%16,824$ 258,976$ B Construct 2,600 feet of 16-inch pipeline in Citrus Avenue from Arrow Highway to Covina Boulevard.270,000 664,800 6.1%93.9%40,553 624,247 C Construct pump station at Dalton Reservoir site. Provide suction from AVWC 30- inch pipeline in Sierra Madre Avenue. Capacities: 1023 Pressure Zone 830 Pressure Zone 2 Units @ 500 gpm 2 Units @ 1,250 gpm 2 Units @ 1,000 gpm 2 Units @ 2,500 gpm 200 hp 180 hp 345,000 849,500 6.1%93.9%51,820 797,681 D Construct 2,100 feet of 16-inch pipeline in Gladstone Street from Vincent Avenue westerly to Irwindale Avenue.242,000 595,900 6.1%93.9%36,350 559,550 Subtotal 969,000$ 2,386,000$ 145,546$ 2,240,454$ Phase 3 A Construct 2.0 MG Beatty Reservoir (HWL 1,023 feet) north of Sierra Madre Avenue (Post-tensioned Concrete).1,438,000$ 3,540,900$ 100%0%3,540,900$ -$ B Construct 3 MG Nursery Expansion Reservoir (HWL 830 feet) south of Sierra Madre Avenue (Post-tensioned Concrete).2,156,000 5,308,900 100%0%5,308,900 - Source: Water Facility Fee Evaluation, Prepared for The City of Azusa Light & Water Department, 1996; ENR; Willdan Financial Services. City of Azusa Development Impact Fee Nexus Study 33 Table 5.3: Capacity Expanding Projects from Prior Water System Development Fee Study Continued Description Construction Costs (1996 Dollars) Construction Costs (2025 Dollars) Allocation to New Development Allocation to Existing Development Cost Allocated to New Development Cost Allocated to Existing Development Construct 1,400 feet of 20-inch inlet-outlet pipe from Nursery Expansion Reservoir to Heth Reservoir site.161,000 396,400 100%0%396,400 - Construct 2,500 feet of 16-inch pipeline paralleling the Covina Ditch from Lakeview Terrace to Sycamore Drive.216,000 531,900 6.1%93.9%32,446 499,454 Convert AVWC 16-inch pipeline in Jubuedly Drive from Heth Reservoir to Old Mill Road from 776 Zone to 830 Zone. Connect pipeline to City 6-inch pipeline at intersection of 11th Street and Old Mill Road and to 20-inch inlet-outlet pipeline to Nursey Expansion Reservoir.29,000 71,400 6.1%93.9%4,355 67,045 Construct 1,800 feet of 16-inch inlet-outlet pipeline to Beatty Reservoir from City 10- inch pipeline in Sierra Madre Avenue.155,000 381,700 100%0%381,700 - Construct 1,400 feet of 12-inch pipeline below Sierra Madre Avenue east of Nursery Expansion Reservoir above elevation 720 feet.81,000 199,500 100%0%199,500 - Construct replacement 4 MG buried concrete at Sierra Madre Reservoir.4,025,000 9,911,100 6.1%93.9%604,577 9,306,523 Construct 3.0 MG post-tensioned East Reservoir at spreading grounds site.3,163,000 7,788,500 6.1%93.9%475,099 7,313,402 Construct 3 replacement wells with pumping equipment.600,000 1,477,400 6.1%93.9%90,121 1,387,279 Construct 8,900 feet of 33-inch pipe from North and South Reservoirs to easterly terminus of Montoya Street alignment following a right-of-way from North and South Reservoirs to intersection of Sierra Madre Avenue and Todd Avenue thence southerly in Todd Avenue to its southerly terminus, thence southerly in a right-of- way across the Foothill Freeway to easterly terminus of Montoya Street. Provide 12- inch check valve connection to 12-inch 830 Zone pipeline at 10th Street.2,185,000 5,380,300 6.1%93.9%328,198 5,052,102 Construct 14,600 feet of 30-inch pipeline from easterly terminus of Montoya Street to intersection of Vincent Avenue and Cypress Street. Alignment follows a right-of- way southerly from easterly terminus of Montoya Street to 3rd Street thence easterly in 3rd Street to northerly projection of Jackson Avenue, thence southerly in Jackson Avenue to Gladstone Street, thence westerly to Vincent Avenue, thence southerly in Vincent Avenue to Cypress Street. 2,829,000 6,966,100 6.1%93.9%424,932 6,541,168 Construct 8,000 feet of 24-inch pipeline in Gladstone Street from 30-inch pipeline at Jackson Avenue to 24-inch pipeline at Pasadena Avenue.1,208,000 2,974,600 6.1%93.9%181,451 2,793,149 Construct 4,100 feet of 20-inch pipeline in Cypress Street from Azusa Avenue to AVWC. Well No. 2 site.529,000 1,302,600 6.1%93.9%79,459 1,223,141 Source: Water Facility Fee Evaluation, Prepared for The City of Azusa Light & Water Department, 1996; ENR; Willdan Financial Services. City of Azusa Development Impact Fee Nexus Study 34 Table 5.3: Capacity Expanding Projects from Prior Water System Development Fee Study Continued Item Description Construction Costs (1996 Dollars) Construction Costs (2025 Dollars) Allocation to New Development Allocation to Existing Development Cost Allocated to New Development Cost Allocated to Existing Development Q Construct 6,400 feet of 20-inch pipeline in Azusa Avenue from 20-inch pipeline 400 feet south of Gladstone Street to Cypress Street.828,000 2,038,900 6.1%93.9%124,373 1,914,527 R Construct 2,700 feet of 16-inch pipeline in Cypress Street from Vincent Avenue to Irwindale Avenue.293,000 721,500 6.1%93.9%44,012 677,489 S Construct 1,500 feet of 16-inch pipeline in Cypress Street from AVWC Well No. 2 site to Lark Ellen Avenue.161,000 396,400 6.1%93.9%24,180 372,220 T Construct 1,100 feet of 12-inch pipeline in Irwindale Avenue from Cypress Street to Lark Ellen Avenue.79,000 194,500 6.1%93.9%11,865 182,636 U Construct 2,700 feet of 12-inch pipeline in Lark Ellen Avenue from Cypress Street to San Bernardino Road.189,000 465,400 6.1%93.9%28,389 437,011 V Demolish and salvage equipment at Wilson Reservoir and Griffith Reservoir and pump station (Booster I).173,000 426,000 6.1%93.9%25,986 400,014 W Re-equip Well No. 10 (AVWC 8).100,000 246,200 6.1%93.9%15,018 231,182 X Construct 3,600 feet of 30-inch pipeline in San Gabriel Canyon Road from Canyon Treatment Plant to Sierra Madre Avenue.698,000 1,718,700 6.1%93.9%104,841 1,613,859 Total 23,497,000$ 57,858,500$ 12,757,297$ 45,101,203$ Source: Water Facility Fee Evaluation, Prepared for The City of Azusa Light & Water Department, 1996; ENR; Willdan Financial Services. City of Azusa Development Impact Fee Nexus Study 35 Table 5.4: New Projects and Allocation to New Development Project No.Description Diameter Length Total Cost (2015) Total Cost (2025) Allocation to New Development Allocation to Existing Development Cost Allocated to New Development Cost Allocated to Existing Development 2015 Water Master Plan Projects PF2A Install new 8-inch PRV to transfer water from 830 Zone to 715 Zone 8-inch 32 30,000$ 41,400$ 100%0%41,400$ -$ PF2B Install new 8-inch PRV to transfer water from 830 Zone to 715 Zone 8-inch 34 30,000 41,400 100%0%41,400 - PF3 Proposed 14-inch pipeline to improve flow and pressure to the southeast portion of the system 14-inch 1,600 504,000 695,000 100%0%695,000 - Subtotal 564,000$ 777,800$ 777,800$ -$ Additional Capacity Expanding Projects Water Treatment Plant 47,000,000$ 6.1%93.9%2,867,000$ 44,133,000$ South Reservoir Design and Build 11,350,000 6.1%93.9%692,350 10,657,650 Advanced Meter Infrastructure - Water 12,000,000 6.1%93.9%732,000 11,268,000 Subtotal 70,350,000$ 4,291,350$ 66,058,650$ Total 5,069,150$ 66,058,650$ Source: ALW; Table 9-12, ALW 2015 Water Master Plan Update; ENR; Willdan Financial Services City of Azusa Development Impact Fee Nexus Study 36 Cost per EDU Every capacity fee consists of a dollar amount, representing the value of facilities, divided by a measure of demand. In this case, the fees are calculated as the allocated cost of future improvements identified to serve new development through 2045 in Tables 5.3 and 5.4 per EDU. The cost of planned facilities allocated to new development is divided by the total growth in EDUs to determine a cost per EDU. Table 5.5 displays this calculation. Table 5.5: Cost per EDU Water System Development Fee 1996 System Development Fee Study Projects 12,757,297$ 2015 Master Plan Projects 777,800 Additional Capacity Expanding Projects 4,291,350 Total 17,826,447$ Growth in EDUs (2024 to 2045)3,012 Cost per EDU 5,919$ Sources: Tables 5.1 and 5.2. Water System Development Fee Schedule Table 5.6 displays maximum justified the water system development fee schedule. The fees are scaled based on the water EDU factors for each land use identified in Table 5.1. The cost per EDU from Table 5.5 is multiplied by the EDU factor for each land use to determine the fee for a residential dwelling unit, for 1,000 square feet of the identified nonresidential land uses , or per park acre. Fees for ADUs only apply in certain cases. Refer to the discussion in Chapter 2, Land Use Types for more information regarding charging capacity fees to ADUs. Government Code section 66324(e) provides guidance for assessing capacity fees to ADUs greater than 750 square feet. When applicable, the capacity fee for ADUs greater than 750 square feet shall be proportionate to the burden of the proposed accessory dwelling unit, based upon either its square feet or the number of its drainage fixture unit (DFU) values, as defined in the Uniform Plumbing Code adopted and published by the International Association of Plumbing and Mechanical Officials. This fee or charge shall not exceed the reasonable cost of providing this service. In this case, ALW is choosing to charge fees to ADUs when applicable based on the square footage of the ADU compared to the square footage of the primary unit. For example, if the ADU is 800 square feet and the primary unit is 1,600 square feet, then the capacity fee for the ADU will be half of the fee for the primary unit. The total fee includes a two percent (2%) administrative charge to fund costs that include: (1) legal, accounting, and other administrative support and (2) impact fee program administrative costs including revenue collection, revenue, and cost accounting, mandated public reporting, and fee justification analyses. City of Azusa Development Impact Fee Nexus Study 37 Table 5.6: Maximum Justified Water System Development Fee Schedule A B C = A x B D = C x 0.02 E = C + D E / 1,000 Cost per EDU EDU Factor Base Fee 1 Admin Charge 1, 2 Total Fee 1 Fee per Sq. Ft. Residential Residential Unit 5,919$ 1.00 5,919$ 118$ 6,037$ Nonresidential Commercial 5,919$ 0.46 2,723$ 54$ 2,777$ 2.78$ Office 5,919 0.46 2,723 54 2,777 2.78 Industrial 5,919 0.22 1,302 26 1,328 1.33 Schools 5,919 0.32 1,894 38 1,932 1.93 Parks (per Acre)5,919 1.01 5,978 120 6,098 - 1 Fee per dwelling unit or per 1,000 square feet of nonresidential building space or per park acre. Sources: Tables 5.1 and 5.4. 2 Administrative charge of 2.0 percent for (1) legal, accounting, and other administrative support and (2) impact fee program administrative costs including revenue collection, revenue and cost accounting, mandated public reporting, and fee justification analyses. Water Annexation Fees The following section documents a reasonable relationship between new development outside of ALW’s service area and a water annexation charge to fund the facilities that will provide service to that development. It uses a buy-in approach to allocating the cost of excess capacity in the system to new development. The fee also pays for the marginal cost of water rights needed to accommodate properties from outside the current ALW service area that annex into ALW. The essential nexus for this facility category is between the demand for water from the projected increase in water flow generation and the excess capacity to provide water service from ALW’s existing water system. The fees are roughly proportional to demand because they ensure that new development will buy-in to the excess capacity of the system in 2045 at no more than the estimated reasonable cost of providing the service for which the fees are imposed, and the fees are scaled based on the amount of flow generated by residential and nonresidential land uses. Current Water System Asset Valuation In this case, Replacement New Cost Less Depreciation (RCNLD) is the appropriate method to determine the current value of the water systems. RCNLD is a commonly used method, and it is often preferred to alternative methods such as Original Cost Less Depreciation (OCLD), Original Cost (OC), and Replacement Cost (RC) because of its better reflection of the system’s value in today’s dollars. Unless the systems have depreciated significantly due to lack of replacement and repair, RCNLD is more defensible because the replacement cost is inflation -adjusted to recover the cost of replacing that capacity in current dollars. RCNLD also accounts for depreciation and consequently address the fact that the system reflects its current condition. Tables 5.7 though 5.11 detail the RCNLD of ALW’s water system assets. The quantity, age, useful life, and replacement cost of the facilities was identified in the 2015 Master Plan. The replacement cost of the facilities from the 2015 Master Plan has been adjusted into 2025 dollars using the Engineering News Record’s Construction Cost Index. City of Azusa Development Impact Fee Nexus Study 38 Table 5.7: Pipelines Diameter (Inches) Replacement Cost per Linear Foot (2025)Pre-1950 1950 - 1959 1960 - 1969 1970 - 1979 1980 - 1989 1990 - 1999 2000 - 2009 2010 & Later Total Length 2 248$ 1,317 - - - - - - - 1,317 4 248 59,483 6,714 2,709 - 252 - 1,462 - 70,620 6 248 241,659 52,882 24,398 7,447 727 10,717 12,480 1,194 351,504 8 248 231,776 82,605 12,182 13,120 9,165 47,477 89,831 21,788 507,944 10 317 38,257 35,092 6,218 1,706 10,504 7,388 7,891 6,693 113,749 12 372 68,527 27,443 17,245 18,255 17,609 23,362 78,217 610 251,268 14 372 13,725 8,934 1,589 26 1,260 - 549 - 26,083 16 496 4,068 9,473 4,940 2,538 410 442 8,634 565 31,070 18 565 5,867 1,915 18 658 - 1,742 2,894 3,797 16,891 20 621 24,811 15,950 5,612 - - 3,173 2,909 - 52,455 24 745 7,537 13,376 9,102 1,019 - 8,383 - 6,469 45,886 30 938 93 - 9,422 - - - - - 9,515 36 1,117 285 - - - - - - - 285 Total Linear Feet 697,405 254,384 93,435 44,769 39,927 102,684 204,867 41,116 1,478,587 Replacement Cost New 201,976,351$ 85,572,909$ 40,285,314$ 14,831,723$ 13,068,108$ 34,884,002$ 65,262,166$ 15,293,087$ 471,173,660$ Average Years in Service 75 70 60 50 40 30 20 15 Percent Depreciated 100%93%80%67%53%40%27%20% -$ 5,704,861$ 8,057,063$ 4,943,908$ 6,098,450$ 20,930,401$ 47,858,922$ 12,234,470$ 105,828,074$ Sources: ALW 2015 Water Master Plan Update – Final, Tables 2-9, 9-4 and 9-5; ENR Construction Cost Index; Willdan Financial Services. Replacement Cost New Less Depreciation City of Azusa Development Impact Fee Nexus Study 39 Table 5.8: Storage Reservoirs Year Built Volume (MG) Replacement Cost (2015) Replacement Cost (2025) Years in Service Useful Life (Years) Percent Depreciated Replacement Cost New Less Depreciation Hilltop 1960 0.6 1,800,000$ 2,482,258$ 65 50 100%-$ Mountain Cove 2002 1.0 2,700,000 3,723,387 23 50 46%2,010,629 Rosedale 1023 2006 1.3 3,510,000 4,840,404 19 50 38%3,001,050 Rosedale 890 #1 2006 3.4 7,140,000 9,846,291 19 100 19%7,975,496 Rosedale 890 #2 2006 3.4 7,140,000 9,846,291 19 100 19%7,975,496 Hsu 2009 4.0 7,800,000 10,756,453 16 100 16%9,035,421 Heck 1993 4.0 7,800,000 10,756,453 32 100 32%7,314,388 Sierra Madre 1904 1.5 4,050,000 5,585,081 121 50 100%- South 1951 2.5 5,625,000 7,757,057 74 50 100%- North1 2022 3.0 1,200,000 1,276,737 3 50 6%1,200,133 Dalton 1989 2.0 4,500,000 6,205,646 36 50 72%1,737,581 Wilson 1899 6.5 11,700,000 16,134,679 126 50 100%- Griffith (rectangle)1954 5.0 9,000,000 12,411,291 71 50 100%- Total 38.2 73,965,000$ 101,622,028$ 40,250,193$ 1 Original replacement cost from 2022. Sources: ALW 2015 Water Master Plan Update – Final, Tables 9-4 and 9-7; ENR Construction Cost Index; Willdan Financial Services. City of Azusa Development Impact Fee Nexus Study 40 Table 5.9: Pump Stations Booster Pump Year Built Total Replacement Cost (2015) Replacement Cost New (2025) Years in Service Useful Life (Years) Percent Depreciated Replacement Cost New Less Depreciation 890 Reservoir Booster 1 2006 204,000$ 281,323$ 19 20 95%14,066$ 890 Reservoir Booster 2 2006 204,000 281,323 19 20 95%14,066 Dalton Booster 1 1989 225,000 310,282 36 20 100%- Dalton Booster 2 1989 225,000 310,282 36 20 100%- Dalton Booster 3 1989 282,000 388,887 36 20 100%- Dalton Booster 4 1989 282,000 388,887 36 20 100%- Dalton Booster 51 2018 282,000 388,887 7 20 35%252,777 D Electric Booster 1989 188,000 259,258 36 20 100%- Griffith Booster 1 1954 225,000 310,282 71 20 100%- Griffith Booster 2 1954 225,000 310,282 71 20 100%- Griffith Booster 3 1954 225,000 310,282 71 20 100%- Griffith Booster 4 1954 225,000 310,282 71 20 100%- Griffith Booster 5 1954 225,000 310,282 71 20 100%- Heck Booster 1 1993 185,000 255,121 32 20 100%- Heck Booster 2 1993 185,000 255,121 32 20 100%- Rockvale Booster 1 1980 194,000 267,532 45 20 100%- Rockvale Booster 21 2022 135,000 186,169 3 20 15%158,244 Sierra Madre Booster 1 1904 278,000 383,371 121 20 100%- Sierra Madre Booster 2 1904 278,000 383,371 121 20 100%- Sierra Madre 102 31 2018 271,000 373,718 7 20 35%242,917 Vernon Booster 1995 225,000 310,282 30 20 100%- WTP Finished Booster 11 2021 84,000 115,839 4 20 20%92,671 WTP Finished Booster 21 2024 188,000 259,258 1 20 5%246,295 WTP Finished Booster 3 2009 188,000 259,258 16 20 80%51,852 Total 5,228,000$ 7,209,579$ 1,072,887$ 1 "Year Built" refects most recent date of rehabilitation. Sources: ALW 2015 Water Master Plan Update – Final, Tables 9-4 and 9-6; ENR Construction Cost Index; Willdan Financial Services. City of Azusa Development Impact Fee Nexus Study 41 Table 5.10: Wells and Treatment Plant Well No.Location Year Built Design Flow (MGD) Replacement Cost1 Replacement Cost New (2025) Years in Service Useful Life (Years) Percent Depreciated Replacement Cost New Less Depreciation Wells 1 Spreading Grounds2 2020 3.93 4,714,000$ 6,500,759$ 5 25 20%5,200,607$ 2 Spreading Grounds2 2019 2.05 2,462,000 3,395,178 6 25 24%2,580,335 3 Spreading Grounds 1982 3.85 4,615,000 6,364,234 43 25 100%- 4 Spreading Grounds2 2007 3.62 4,346,000 5,993,275 18 25 72%1,678,117 5 Hermitage Lane South of Sierra Madre Blvd2 2018 0.93 1,111,000 1,532,105 7 25 28%1,103,116 6 12th St., near Northside Park 2 2018 3.51 4,215,000 5,812,622 7 25 28%4,185,088 7 11th St./McKeever Ave.2 2021 1.16 1,396,000 1,925,129 4 25 16%1,617,108 8 11th St./Orange Ave.1918 2.52 3,029,000 4,177,089 107 25 100%- 9 710 W. Gladstone Inactive - - - N/A 25 100%- 10 710 W. Gladstone 1987 3.21 3,848,000 5,306,517 38 25 100%- 11 Spreading Grounds 2002 2.63 3,155,000 4,350,847 23 25 92%348,068 12 Spreading Grounds 2002 2.26 2,706,000 3,731,662 23 25 92%298,533 New MCC Well - 4, 5, 7 2020 80,708 97,411 5 25 20%77,929 Total - Wells 29.67 35,677,708$ 49,186,828$ 17,088,901$ Water Treatment Plant Hsu Canyon Filtration Treatment Plant 2007 54,850,000$ 95,285,797$ 18 50 36%75,539,797$ 1 Replacement cost as of 2015 for wells as identifed in Water Master Plan Update. Replacement cost as of 2007 for water treatment plan. Replacement cost as of 2020 for new MCC well. 2 "Year Built" refects most recent date of rehabilitation. Sources: ALW 2015 Water Master Plan Update – Final, Tables 9-4 and 9-8; ENR Construction Cost Index; Willdan Financial Services. City of Azusa Development Impact Fee Nexus Study 42 Table 5.11: Pressure Reducing Valves Quantity Replacement Cost (2015) Replacement Cost (2025) Years in Service 1 Useful Life (Years) Percent Depreciated Replacement Cost New Less Depreciation Pressure Reducing Values 30 660,000$ 910,161$ 37.5 75 50%455,081$ Sources: ALW 2015 Water Master Plan Update – Final, Tables 9-4 and 9-9; ENR Construction Cost Index; Willdan Financial Services. 1 Water Master Plan does not identify age of pressure reducing values. Analysis assumes 50% depreciated. Only includes active pressure reducing valves. City of Azusa Development Impact Fee Nexus Study 43 Table 5.12 summarizes ALW’s current water system asset valuation based on the detail provided above in Table 5.7 through Table 5.11. Table 5.12: Water System Asset Valuation Summary Asset Replacement Cost New Accumulated Depreciation Replacement Cost New Less Depreciation Pipelines 471,173,660$ 365,345,586$ 105,828,074$ Reserviors 101,622,028 61,371,835 40,250,193 Pump Stations 7,209,579 6,136,692 1,072,887 Pressure Reducing Valves 910,161 455,080 455,081 Wells 49,186,828 32,097,927 17,088,901 Water Treatment Plant 95,285,797 19,746,000 75,539,797 Total 725,388,053$ 485,153,120$ 240,234,933$ Sources: Tables 5.7 through 5.11. Adjusted System Valuation ALW has over $35 million in outstanding debt principal related to the water treatment plan. This amount represents debt that ratepayers will pay back through monthly service charges on an ongoing basis, so this amount is subtracted from total asset value in calculating the total to be recovered as a buy-in component. Subtracting the outstanding debt principal from the current asset valuation yields the total adjusted system value. This calculation is shown below in Table 5.13 Table 5.13: Adjusted System Valuation Asset Valuation (RCNLD)240,234,933$ Outstanding Debt Principal 35,230,000 Net Valuation 205,004,933$ Sources: ALW; Table 5.12, Willdan Financial Services. Fee per EDU Every capacity fee consists of a dollar amount, representing the value of facilities, divided by a measure of demand. In this case, the fees are calculated as the adjusted system value plus the cost of future improvements identified to serve ALW through 2045 in Tables 5.3 and 5.4 per gallon per day (GPD) which will be achieved by 2045. Then these amounts are translated into fees per housing unit (fee per unit) and employment space (fee per 1,000 square feet) by multiplying the cost per GPD by the flow generation rate for each land use category. These amounts become the fee schedule. The calculation of the buy-in fee per GPD for water facilities is shown in Table 5.14. The water system’s usable water production capacity in 2045, totaling 42 MGD was identified by ALW. The total system value in 2045 divided by the total capacity of the system in 2045 yields the capacity City of Azusa Development Impact Fee Nexus Study 44 fee per gallon per day of $4.47. This amount is multiplied by the assumption of 356 gallons per day per EDU to determine the capacity fee buy-in component per EDU. Table 5.14: Buy-In Cost per EDU Adjusted System Value 205,004,933$ 1996 System Development Fee Study Projects 57,858,500 2015 Master Plan Projects 777,800 Additional Capacity Expanding Projects 70,350,000 Total System Value in 2045 333,991,233$ System Production Capacity at Buildout (Gallons per Day)42,000,000 Cost per GPD 4.88 GPD per EDU 356 Cost per EDU 1,737$ Sources: Table 5.1 and 5.13. Water Rights ALW also purchases water rights to serve its customers, which are partially funded through rates. The water rates do not fully fund the cost of the water rights, so new development outside of the ALW service area will fund its proportional share of these water rights through this capacity fee. Table 5.15 displays the calculation of the cost per EDU for water rights that are not recovered by ongoing water rates. ALW identified the marginal cost of water rights not funded through rates in 2025 dollars for use in this analysis. This cost is divided by the EDUs that can be served by the water rights. The resulting cost per EDU summed with the cost per EDU from Table 5.14 drives the annexation capacity fee calculation. Table 5.15: Marginal Cost of Water Rights per EDU Calculation Marginal Cost of Water Rights in Perpetuity A 8,639,162$ CCF per Year B 6,342,472 Gallons per Day C = B x 748 / 365 12,997,723 Gallons per Day per EDU D 356 EDUs E = C / D 36,510 Cost per EDU F = A / E 237$ Sources: ALW; Willdan Financial Services. City of Azusa Development Impact Fee Nexus Study 45 Water Annexation Fee Schedule Table 5.16 displays the water annexation fee schedule. The fees are scaled based on the water EDU factors for each land use identified in Table 5.1. The cost per EDU from Table 5.14 is added to the cost per EDU from Table 5.15, and the result is multiplied by the EDU factor for each land use to determine the fee for are residential dwelling unit, for 1,000 square feet of the identified nonresidential land uses or per park acre. Fees for ADUs only apply in certain cases. Refer to the discussion in Chapter 2, Land Use Types for more information regarding charging capacity fees to ADUs. Government Code section 66324(e) provides guidance for assessing capacity fees to ADUs greater than 750 square feet. When applicable, the capacity fee for ADUs greater than 750 square feet shall be proportionate to the burden of the proposed accessory dwelling unit, based upon either its square feet or the number of its drainage fixture unit (DFU) values, as defined in the Uniform Plumbing Code adopted and published by the International Association of Plumbing and Mechanical Officials. This fee or charge shall not exceed the reasonable cost of providing this service. In this case, ALW is choosing to charge fees to ADUs when applicable based on the square footage of the ADU compared to the square footage of the primary unit. For example, if the ADU is 800 square feet and the primary unit is 1,600 square feet, then the capacity fee for the ADU will be half of the fee for the primary unit. The total fee includes a two percent (2%) administrative charge to fund costs that include: (1) legal, accounting, and other administrative support and (2) impact fee program administrative costs including revenue collection, revenue, and cost accounting, mandated public reporting, and fee justification analyses. Table 5.16: Water Annexation Fee Schedule A B C = A x B D = C x 0.02 E = C + D E / 1,000 Cost per EDU EDU Factor Base Fee 1 Admin Charge 1, 2 Total Fee 1 Fee per Sq. Ft. Residential Residential Unit 1,974$ 1.00 1,974$ 39$ 2,013$ Nonresidential Commercial 1,974$ 0.46 908$ 18$ 926$ 0.93$ Office 1,974 0.46 908 18 926 0.93 Industrial 1,974 0.22 434 9 443 0.44 Schools 1,974 0.32 632 13 645 0.65 Parks (per Acre)1,974 1.01 1,994 40 2,034 - 1 Fee per dwelling unit or per 1,000 square feet of nonresidential building space or per park acre. Sources: Tables 5.1, 5.14 and 5.15. 2 Administrative charge of 2.0 percent for (1) legal, accounting, and other administrative support and (2) impact fee program administrative costs including revenue collection, revenue and cost accounting, mandated public reporting, and fee justification analyses. 46 6. Sewer Capacity This chapter documents a reasonable relationship between new development and a sewer capacity charge to fund sewer facilities that serve new development. It uses a buy -in approach to allocating the cost of excess capacity in the system to new development. These fees are not charged under the Mitigation Fee Act, rather they are charged under Government Code 66013. As such, Mitigation Fee Act findings are not required, and the fees are not subject to the provisions of AB602. The essential nexus for this facility category is between the demand for sewer conveyance from the projected increase in sewer flow and the excess capacity to convey wastewater flow to the Los Angeles County’s treatment facilities. Note that this fee does not fund wastewater treatment, which is funded by a Los Angeles County connection fee. The fees are roughly proportional to demand because they ensure that new development will buy-in to the excess capacity of the wastewater treatment plant at no more than the estimated reasonable cost of providing the service for which the fees are imposed, and the fees are scaled based on the amount of flow generated by residential and nonresidential land uses. Sewer Demand Estimates of new development and its consequent increased sewer demand provide the basis for calculating the sewer facilities fee. The need for sewer facilities improvements is based on the sewer demand placed on the system by development. A typical measure of demand is a flow generation rate, expressed as the number of gallons per day generated by a specific type of land use. Flow generation rates are a reasonable measure of demand on the City’s system of sewer improvements because they represent the average rate of demand that will be placed on the system per land use designation. Table 6.1 displays the flow generation factors used in this analysis as identified in the City’s Sewer System Master Plan. Table 6.1: Sewer Demand by Land Use Land Use Type Average Flow Generation per DU or 1,000 Sq. Ft.1 Residential Dwelling Unit 2 230 Nonresidential - per 1,000 Sq. Ft. Commercial (Restaurant)1,000 Commercial (Other)300 Office 250 Industrial 250 1 Gallons per day of wastewater flow. 2 Weighted average of single family and multifamily land uses per unit based on projected future dwelling units. Sources: City of Azusa Sewer System Master Plan, 2010, Table 4.6; Willdan Financial Services. City of Azusa Development Impact Fee Nexus Study 47 Current Sewer System Asset Valuation This study uses Replacement New Cost Less Depreciation (RCNLD) to determine the current value of the City’s sewer system. RCNLD is a commonly used method, and it is often preferred to alternative methods such as Original Cost Less Depreciation (OCLD), Original Cost (OC), and Replacement Cost (RC) because of its better reflection of the system’s value in today ’s dollars. Unless the systems have depreciated significantly due to lack of replacement and repair, RCNLD is more defensible because the replacement cost is inflation -adjusted to recover the cost of replacing that capacity in current dollars. RCNLD also accounts for depreciation and consequently address the fact that the system reflects its current condition. Table 6.2 summarizes the City’s current sewer system asset valuation . Data from the City’s Sewer System Mast Plan was used to quantify the quantity and age of the City’s sewer system. Once adjusted for deprecation, the RCNLD of the City’s sewer system is nearly $49 million. Table 6.2: Current Sewer System Asset Valuation Decade Length (Feet) Assumed Replacement Cost per Linear Foot1 Replacement Cost New Assumed Useful Lifespan (Years) Average Years in Service 2 Percent Depreciated Accumulated Depreciation Replacement Cost New Less Depreciation Unknown3 59,667 400$ 23,866,800$ 75 89 100%23,866,800$ -$ 1940 8,023 400 3,209,200 75 79 100%3,209,200 - 1950 113,850 400 45,540,000 75 69 92%41,896,800 3,643,200 1960 60,063 400 24,025,200 75 59 79%18,899,824 5,125,376 1970 60,234 400 24,093,600 75 49 65%15,741,152 8,352,448 1980 12,571 400 5,028,400 75 39 52%2,614,768 2,413,632 1990 51,584 400 20,633,600 75 29 39%7,978,325 12,655,275 2000 and After 56,206 400 22,482,400 75 19 25%5,695,541 16,786,859 Total 422,198 168,879,200$ 119,902,411$ 48,976,789$ 2 Calculated using the mid point of the decade. 3 Analysis assumes these facilities were built before 1940. Sources: City of Azusa Sewer System Master Plan (2010); Willdan Financial Services. 1 85% of the City's sewer lines are 8" in diameter. 99% of the City's sewer lines are 8" or greater in diameter. To be conservative, this analysis uses the assumed replacement cost of an 8" sewer line to estimated the replacement cost new of the City's sewer lines. Fee per Gallon per Day Every capacity fee consists of a dollar amount, representing the value of facilities, divided by a measure of demand. In this case, buy-in fees are first calculated as the system value per gallon per day (GPD). Then these amounts are translated into fees per housing unit (fee per unit) and employment space (fee per 1,000 square feet) by multiplying the cost per GPD by the flow generation rate for each land use category. These amounts become the fee schedule. The calculation of the buy -in fee per GPD for sewer facilities is shown in Table 6.3. The City provided the sewer system’s conveyance capacity, which is 8.1 million gallons per day. The system value divided by the total capacity of the system yields the sewer capacity fee per gallon per day of $6.05. City of Azusa Development Impact Fee Nexus Study 48 Table 6.3: Fee per GPD Total System Value (RCNLD)48,976,789$ System Flow Capacity (Gallons per Day)8,100,000 Fee per GPD 6.05$ Sources: City of Azusa Sewer System Master Plan (2010); Table 6.2, Willdan Financial Services. Sewer Capacity Fee Schedule Table 6.4 displays the sewer capacity fee schedule. The fees are scaled based on the average flow generation factors for each land use identified in Table 6.1. The cost per GPD is multiplied by the assumed GPD for each land use to determine the fee for the average sized dwelling unit, and for 1,000 square feet of the identified nonresidential land uses. Note that fees for ADUs only apply in certain cases. Fees for ADUs only apply in certain cases. Refer to the discussion in Chapter 2, Land Use Types for more information regarding charging capacity fees to ADUs. Government Code section 66324(e) provides guidance for assessing capacity fees to ADUs greater than 750 square feet. When applicable, the capacity fee for ADUs greater than 750 square feet shall be proportionate to the burden of the proposed accessory dwelling unit, based upon either its square feet or the number of its drainage fixture unit (DFU) values, as defined in the Uniform Plumbing Code adopted and published by the International Association of Plumbing and Mechanical Officials. This fee or charge shall not exceed the reasonable cost of providing this service. In this case, the City is choosing to charge fees to ADUs when applicable based on the square footage of the ADU compared to the square footage of the primary unit. For example, if the ADU is 800 square feet and the primary unit is 1,600 square feet, then the capacity fee for the ADU will be half of the fee for the primary unit. The total fee includes a two percent (2%) administrative charge to fund costs that include: (1) legal, accounting, and other administrative support and (2) impact fee program administrative costs including revenue collection, revenue, and cost accounting, mandated public reporting, and fee justification analyses. Two percent of the rates is used in this case based on Willdan’s experience with impact fee programs in California, as the City does not currently have its own program to draw on for actual data. City of Azusa Development Impact Fee Nexus Study 49 Table 6.4: Sewer Capacity Fee Schedule A B C = A x B D = C x 0.02 E = C + D F = E / Average Cost Per GPD GPD Base Fee 1 Admin Charge 1, 2 Total Fee 1 Fee per Sq. Ft. Residential per Dwelling Unit 6.05$ 230 1,392$ 28$ 1,420$ Nonresidential - per 1,000 Sq. Ft. Commercial (Restaurant)6.05$ 1,000 6,050$ 121$ 6,171$ 6.17$ Commercial (Other)6.05 300 1,815 36 1,851 1.85 Office 6.05 250 1,513 30 1,543 1.54 Industrial 6.05 250 1,513 30 1,543 1.54 Note: GPD = Gallons per Day. Sources: City of Azusa; Tables 6.1 and 6.3, Willdan Financial Services. 1 Fee per average sized dwelling unit, per 1,000 square feet of nonresidential building space. 2 Administrative charge of 2.0 percent for (1) legal, accounting, and other administrative support and (2) impact fee program administrative costs including revenue collection, revenue and cost accounting, mandated public reporting, and fee justification analyses. 50 7. AB 602 Requirements On January 1, 2022, new requirements went into effect for California jurisdictions implementing impact fees. Among other changes, AB 602 added Section 66016.5 to the Government Code, which set guidelines for impact fee nexus studies. Four key requirements from that section which concern the nexus study are reproduced here: 66016.5. (a) (2) When applicable, the nexus study shall identify the existing level of service for each public facility, identify the proposed new level of service, and include an explanation of why the new level of service is appropriate. 66016.5. (a) (4) If a nexus study supports the increase of an existing fee, the local agency shall review the assumptions of the nexus study supporting the original fee and evaluate the amount of fees collected under the original fee. 66016.5. (a) (5) A nexus study adopted after July 1, 2022, shall calculate a fee imposed on a housing development project proportionately to the square footage of proposed units of the development. A local agency that imposes a fee proportionately to the square footage of the proposed units of the development shall be deemed to have used a valid method to establish a reasonable relationship between the fee charged and the burden posed by the development. 66016.5. (a) (6) Large jurisdictions shall adopt a capital improvement plan as a part of the nexus study. Compliance with AB 602 The following sections describe this study’s compliance with the new requirements of AB 602. 66016.5. (a) (2) - Level of Service The general government facilities and park fees, which are calculated under the existing standard methodology, are calculated such that new development funds facilities at the existing level of service. The existing level service in terms of the existing facility cost per capita is shown in Table 3.4 and Table 4.6, respectively. 66016.5. (a) (4) – Review of Original Fee Assumptions The City does not currently charge any development impact fees, so there are no original fee assumptions to review. 66016.5. (a) (5) – Residential Fees per Square Foot Impact fees for residential land uses are calculated per square foot for all fee categories and comply with AB 602. 66016.5. (a) (6) – Capital Improvement Plan The Capital Improvement Plan for this nexus study is comprised of the identified planned facilities in Appendix Tables A.1 and A.2. Adoption of this nexus study would approve the planned facilities identified herein as the Capital Improvement Plan for this nexus study. 51 8. Implementation Impact Fee Program Adoption Process Impact fee program adoption procedures are found in the California Government Code sections 66004, 66016.5, 66018, and 66019. Adoption of an impact fee program requires the City Council to follow certain procedures including holding a public hearing. The impact fee nexus study must first be adopted at a public hearing to comply with AB 602. That public hearing must be noticed at least 30 days in advance. Data, such as an impact fee report, must be made available at least 1 4 days prior to the public hearing. The City’s legal counsel should be consulted for any other procedural requirements as well as advice regarding adoption of an enabling ordinance and/or a resolution. After adoption there is a mandatory 60-day waiting period before the fees go into effect. Inflation Adjustment The City can keep its impact fee program up to date by periodically adjusting the fees for inflation. Such adjustments should be completed regularly to ensure that new development will fully fund its share of needed facilities. We recommend that the California Construction Cost Index (CCCI) be used for adjusting fees for inflation. While fee updates using inflation indices are appropriate for periodic updates to ensure that fee revenues keep up with increases in the costs of public facilities, the City will also need to conduct more extensive updates of the fee documentation and calculation (such as this study) when significant new data on growth forecasts and/or facility plans become available. Per Government Code section 66016.5(a)(8) nexus studies must be updated every eight years , effective January 1, 2022. Reporting Requirements The City will comply with the annual and five-year reporting requirements of the Mitigation Fee Act found in Government Code sections 66006(b) and 66001(d) and summarized below in Table 8.1. For facilities to be funded by a combination of public fees and other revenues, identification of the source and amount of these non-fee revenues is essential. Identification of the timing of receipt of other revenues to fund the facilities is also important. The water and sewer capacity fees calculated in this report are not imposed under the Mitigation Fee Act, and therefore not subject to the Mitigation Fee Act reporting requirements. There is no time limit by which impact fee revenue must be spent. However, if the C ity is accruing impact fee revenue to fund new development’s share of a project, then it must make certain findings with respect to unexpended impact fee fund balances after five years. Among other requirements, the five-year report requires the City to “Identify all sources and amounts of funding anticipated to complete financing in incomplete improvements,” and to “Designate the approximate dates on which supplemental funding is expected to be deposited into the appropriate account or fund.”4 On October 13, 2023 AB 516 was signed into law by the Governor of California, and went into effect on January 1, 2024. This bill requires local agencies to: 4 California Government Code § 66001(d). City of Azusa Development Impact Fee Nexus Study 52 • Include information on projects noted in prior reports and whether construction began on the approximate date noted in the previous report. • Explain the reason for any delay in the start of the project and provide a new approximate date construction will begin. • Identify the number of people or entities that receive refunds of Mitigation Fee Act fees. The bill also requires local agencies to inform people paying mitigation fees that they: • Can request an audit to determine if the fees charged by a local agency are more than the amount of money needed to cover the cost of the public improvements. • Can receive information by mail about when the local agency will meet to review its annual Mitigation Fee Act report. • Can access and review mitigation fee information on the local agency’s website, and how to do so. City of Azusa Development Impact Fee Nexus Study 53 Table 8.1: Mitigation Fee Act - Annual and Five-year Administrative Requirements CA Gov't Code Section Timing Reporting Requirements1 Recommended Fee Adjustment 66001.(d) The fifth fiscal year following the first deposit into the account or fund, and every five years thereafter (A) Identify the purpose to which the fee is to be put. (B) Demonstrate a reasonable relationship between the fee and thepurpose for which it is charged. (C) Identify all sources and amounts of funding anticipated tocomplete financing in incomplete improvements. (D) Designate the approximate dates on which supplemental funding is expected to be deposited into the appropriate account or fund. Comprehensive Update 66006. (b) Within 180 days after the last day of each fiscal year (A) A brief description of the type of fee in the account or fund. (B) The amount of the fee. (C) The beginning and ending balance of the account or fund. (D) The amount of the fees collected and the interest earned. (E) An identification of each public improvement on which fees were expended including share funded by fees. (F) (i) An identification of an approximate date by which the construction of the public improvement will commence if the local agency determines that sufficient funds have been collected to complete financing on an incomplete public improvement and the public improvement remains incomplete. (ii) An identification of each public improvement identified in a previous report pursuant to clause (i) and whether construction began on the approximate date noted in the previous report. (iii) For a project identified pursuant to clause (ii) for which construction did not commence by the approximate date provided in the previous report, the reason for the delay and a revised approximate date that the local agency will commence construction. (G) A description of any potential interfund transfers. (H) The amount of refunds made (if any). Inflationary Adjustment 1 Edited for brevity. Refer to the government code for full description. Sources: California Government Code §66001 and §66006. 54 9. Mitigation Fee Act Findings Public facilities fees are one-time fees typically paid when a building permit is issued and imposed on development projects by local agencies responsible for regulating land use (cities and counties). To guide the widespread imposition of public facilities 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 fee programs. The Act requires local agencies to document five findings when adopting a fee. The Mitigation Fee Act findings required to implement impact fees in California demonstrate the essential nexus between new development and a fee to fund facilities needed to serve that development. The term essential nexus refers to the relationship between new development and the need for facilities (and corresponding impact fees) to serve that development. The findings also require that this study demonstrates rough proportionality of the fees- meaning that the amount of the exaction must roughly correspond to the burden placed on the government, resulting from the proposed development project. To ensure that fees are roughly proportional to from new development, this study first allocates facilities costs to new development using the allocation methods described in the preceding chapters, then to individual units of new development based on the demand characteristics of each unit. The five statutory findings required for adoption of the public facilities fees documented in this report are presented in this chapter and supported in detail by the preceding chapters. All statutory references are to the Act. Purpose of Fee  Identify the purpose of the fee (§66001(a)(1) of the Act). Development impact fees are designed to ensure that new development will not burden the existing service population with the cost of facilities required to accommodate growth. The purpose of the fees proposed by this report is to provide a funding source from new development for capital improvements to serve that development. The fees advance a legitimate City interest by enabling the City to provide public facilities to serve new development. Use of Fee Revenues  Identify the use to which the fees will be put. If the use is financing facilities, the facilities shall be identified. That identification may, but need not, be made by reference to a capital improvement plan as specified in §65403 or §66002, may be made in applicable general or specific plan requirements, or may be made in other public documents that identify the facilities for which the fees are charged (§66001(a)(2) of the Act). Fees proposed in this report, if enacted by the City, would be used to fund expanded facilities to serve new development. Facilities funded by these fees are designated to be located within the City limits. Fees addressed in this report have been identified by the City to be restricted to funding the following facility categories: general government facilities and parks. Benefit Relationship  Determine the reasonable relationship between the fees' use and the type of development project on which the fees are imposed (§66001(a)(3) of the Act). The City will restrict fee revenue to the acquisition of land, construction of facilities , infrastructure and buildings, and purchase of related equipment, furnishings, vehicles, and services used to serve new development. Facilities funded by the fees are expected to provide a citywide network City of Azusa Development Impact Fee Nexus Study 55 of facilities accessible to the additional residents and workers associated with new development. Under the Act, fees are not intended to fund planned facilities needed to correct existing deficiencies. Thus, a reasonable relationship can be shown between the use of fee revenue and the new development residential and non-residential use classifications that will pay the fees. Burden Relationship  Determine the reasonable relationship between the need for the public facilities and the types of development on which the fees are imposed (§66001(a)(4) of the Act). Facilities need is based on a facility standard that represents the demand generated by new development for those facilities. For each facility category, demand is measured by a single facility standard that can be applied across land use types to ensure a reasonable relationsh ip to the type of development. For most facility categories service population standards are calculated based upon the number of residents associated with residential development and the number of workers associated with non-residential development. To calculate a single, per capita standard, one worker is weighted less than one resident based on an analysis of the relative use demand between residential and non-residential development. The standards used to identify growth needs are also used to determine if planned facilities will partially serve the existing service population by correcting existing deficiencies. This approach ensures that new development will only be responsible for its fair share of planned facilities, and that the fees will not unfairly burden new development with the cost of facilities associated with serving the existing service population. Chapter 2, Growth Forecasts provides a description of how service population and growth forecasts are calculated. Facility standards are described in the Facility Standards sections of each facility category chapter. Proportionality  Determine how there is a reasonable relationship between the fees amount and the cost of the facilities or portion of the facilities attributable to the development on which the fee is imposed (§66001(b) of the Act). The reasonable relationship between each facilities fee for a specific new development project and the cost of the facilities attributable to that project is based on the estimated new development growth the project will accommodate. Fees for a specific project are based on the project’s size. Larger new development projects can result in a higher service population resulting in higher fee revenue than smaller projects in the same land use classification. Thus, the fees ensure a reasonable relationship between a specific new development project and the cost of the facilities attributable to that project. See Chapter 2, Growth Forecasts, or the Service Population sections in each facility category chapter for a description of how service populations or other factors are determined for different types of land uses. See the Fee Schedule section of each facility category chapter for a presentation of the proposed facilities fees. 56 10. Appendix Table A.1: General Government Facilities Capital Improvement Plan Project Name Approximate Quantity Units Description Approximate Location Total Estimated Cost Anticipated Funding Sources Estimated Project Timeframe Police Vehicles 20 Vehicles 2026 Ford Explorer Patrol Vehicles-Based on Bankcorp Estimate at $95,086.48 per patrol vehicle 725 N. Alameda Ave., Azusa CA 1,901,730$ General Government DIF, General Fund Annual Purchases through 2045 Expand Police Parking Lot 1 Acres Through land acquisition or parking lot expansion 725 N. Alameda Ave., Azusa CA 2,000,000 General Government DIF, General Fund 2027 to 2037 Expand Capacity at Existing Buildings 20,000 Sq. Ft. Police, City Hall, West Wing, recreation facilities, library, and/or senior center building expansion. Prioritized based on staff increases and space needs. Assumes $500 per square foot of new building space Citywide 10,000,000 General Government DIF, General Fund By 2030 General City Vehicles 10 Vehicles Expansion of city vehicle fleet for expansion of services including: code enforcement, city clerk, maintenance, recreation, etc. Used Bankcorp estimate for estimates at $49,837.50 per vehicle. 213 E. Foothill Blvd., Azusa CA 498,375 General Government DIF, General Fund 2027 to 2037 Finance Enterprise System (ERP) Expansion Acquire capacity enhancing finance software system 213 E. Foothill Blvd., Azusa CA 200,000 General Government DIF, General Fund By 2030 Human Resources Enterprise System (ERP) Expansion Acquire capacity enhancing human resources software system 213 E. Foothill Blvd., Azusa CA 150,000 General Government DIF, General Fund By 2030 Total 14,750,105$ Source: City of Azusa. City of Azusa Development Impact Fee Nexus Study 57 Table A.2: Park Facilities Capital Improvement Plan Project Name Approximate Quantity Units Description Approximate Location Total Estimated Cost Anticipated Funding Sources Estimated Project Timeframe Zacatecas Park 2.50 Acres Baseball Field Complex Improvements Parkside & Zamara 3,227,000$ Park DIF, Quimby In-lieu, General Fund 2027 to 2030 Grandview Park 0.75 Acres Vacant Land Improved into Passive Park Graandview and S. Angeleno 968,000 Park DIF, Quimby In-lieu, General Fund 2027 to 2030 Mauna Loa Project 0.71 Acres Parks needed to serve demand from Mauna Loa Project 1035 E Mauna Loa 916,000 Park DIF, Quimby In-lieu, General Fund 2026 to 2027 Mountain View School 4.00 Acres Acquire and convert fields into park Vernon & W. 2nd St.5,163,000 Park DIF, Quimby In-lieu, General Fund Beyond 2030 Slauson School Fields 4.00 Acres Acquire and convert fields into park N. Orange & W. 4th St.5,163,000 Park DIF, Quimby In-lieu, General Fund Beyond 2030 Dog Park Walking Path 0.50 Acres Acquisition and improvement Crescent Dr. & Sunset Ave.645,000 Park DIF, Quimby In-lieu, General Fund Beyond 2030 9th and Palm 0.25 Acres Acquisition and improvement SW Corner 9th and Palm 323,000 Park DIF, Quimby In-lieu, General Fund Beyond 2030 To Be Determined 1.92 Acres New Park Acquisition and Construction Citywide 2,478,000 Park DIF, Quimby In-lieu, General Fund Beyond 2030 Total 14.63 18,883,000$ Note: Costs rounded to nearest thousand dollars. Source: City of Azusa. Development Impact Fee Comparison Survey Methodology Willdan collected development impact fee schedules for one-time fees charged to new development in five comparison cities. These comparison jurisdictions are: • Covina • Glendora • Irwindale • Pomona • West Covina Willdan collected data regarding one-time fees and charges charged by the cities used to fund infrastructure and facilities related to new development. Impact fees are not standardized and are assessed by various units of development by different jurisdictions. To create a meaningful comparison of impact fees, Willdan calculated the fees for six prototype projects. Table 1 presents the project prototype assumptions used in this analysis. Results Tables 2 through 6 display the fee companions for each prototype, respectively. Figures 1 through 5 accompany the tables and illustrate the results in bar graphs. Table 1: Prototype Assumptions Product Type Unit Count Square Feet Bedroom Count per Unit Single Family Unit 1 2,000 3 Apartments 20 1,000 1 Total 20,000 Commercial N/A 10,000 Office N/A 10,000 Industrial N/A 50,000 Table 2: Single Family Dwelling Unit - 2,000 Square Feet Fee Category Current Azusa Maximum Justified Azusa 1 Covina Glendora Irwindale Pomona 2 West Covina 2 Administrative Fee -$ -$ 181$ -$ -$ -$ -$ Community/Rec Centers - - 1,503 - - - - Development Tax - - - - - 3,347 - General Government - 4,500 1,839 - 6,390 - 226 Fire - - 445 - - - 1,043 Library - - 2,051 - 1,148 - - Parks 450 9,600 9,741 2,273 17,519 11,475 2,571 Police - - 429 - 8,466 - 856 Public Safety - - - - - 500 - Sewer - 1,420 - - 31 5,135 - Storm Drain - - - - 723 77 - Transportation/Traffic - - 14,312 - 3,992 96 - Water3 2,538 6,037 2,538 2,538 2,538 5,129 2,538 Total 2,988$ 21,557$ 33,039$ 4,811$ 40,807$ 25,759$ 7,234$ 3 Water capacity fees for Covina, Glendora, Irwindale and West Covina assume water service from ALW. 1 Park infill (Mitigation Act) fees shown. The majority of Azusa is expected to be infill, and not subject to subdivision (Quimby) park fees. 2 Fee comparison excludes art in public places fee and inclusionary housing fee in-lieu fees, which are assumed to be provided on-site. $- $5,000 $10,000 $15,000 $20,000 $25,000 $30,000 $35,000 $40,000 $45,000 Current Azusa Glendora West Covina Max. Justified Azusa Pomona Covina Irwindale Figure 1 -Single Family Dwelling Unit Table 3: 20 Apartments, 1,000 Square Feet per Unit Fee Category Current Azusa Maximum Justified Azusa 1 Covina Glendora Irwindale Pomona 2 West Covina 2 Administrative Fee -$ -$ 2,140$ -$ -$ -$ -$ Community/Rec Centers - - 14,240 - - - - Development Tax - - - - - 62,380 - General Government - 45,000 17,420 - 60,380 - 3,220 Fire - - 6,040 - - - 14,881 Library - - 19,420 - 10,840 - - Parks 3,000 96,000 92,300 31,820 165,520 192,980 36,698 Police - - 7,780 - 79,980 - 12,219 Public Safety - - - - - 5,000 - Sewer - 28,400 - - 300 86,520 - Storm Drain - - - - 9,520 900 - Transportation/Traffic - - 202,400 - 55,740 1,344 - Water3 50,760 120,740 50,760 50,760 50,760 86,420 50,760 Total 53,760$ 290,140$ 412,500$ 82,580$ 433,040$ 435,544$ 117,778$ 3 Water capacity fees for Covina, Glendora, Irwindale and West Covina assume water service from ALW. 1 Park infill (Mitigation Act) fees shown. The majority of Azusa is expected to be infill, and not subject to subdivision (Quimby) park fees. 2 Fee comparison excludes art in public places fee and inclusionary housing fee in-lieu fees, which are assumed to be provided on-site. $- $50,000 $100,000 $150,000 $200,000 $250,000 $300,000 $350,000 $400,000 $450,000 $500,000 Current Azusa Glendora West Covina Max. Justified Azusa Covina Irwindale Pomona Figure 2 -Apartment Building, 20 Units Table 4: Commercial Building, 10,000 Square Feet Fee Category Current Azusa Maximum Justified Azusa Covina Glendora Irwindale Pomona 1 West Covina 1 Administrative Fee -$ -$ 2,180$ -$ -$ -$ -$ Community/Rec Centers - - - - - - - Development Tax - - - - - 17,182 - General Government - 7,200 8,590 - 14,520 - 800 Fire - - 4,980 - - - 3,900 Library - - - - 2,100 - - Parks - - - 6,200 34,680 - 9,800 Police - - 19,830 - 19,240 - 3,300 Public Safety - - - - - 2,500 - Sewer - 18,500 - - 270 4,050 - Storm Drain - - - - 5,420 4,050 - Transportation/Traffic - - 330,470 - 70,960 8,630 - Water2 11,300 27,800 11,300 11,300 11,300 4,050 11,300 Total 11,300$ 53,500$ 377,350$ 17,500$ 158,490$ 40,462$ 29,100$ 2 Water capacity fees for Covina, Glendora, Irwindale and West Covina assume water service from ALW. 1 Fee comparison excludes art in public places fee which is assumed to be provided on-site. $- $50,000 $100,000 $150,000 $200,000 $250,000 $300,000 $350,000 $400,000 Current Azusa Glendora West Covina Pomona Max. Justified Azusa Irwindale Covina Figure 3 -Commercial Building, 10,000 Square Feet Table 5: Office, 10,000 Square Feet Fee Category Current Azusa Maximum Justified Azusa Covina Glendora Irwindale Pomona 1 West Covina 1 Administrative Fee -$ -$ 1,050$ -$ -$ -$ -$ Community/Rec Centers - - - - - - - Development Tax - - - - - 26,046 - General Government - 11,100 6,270 - 18,970 - 800 Fire - - 1,780 - - - 3,900 Library - - - - 2,750 - - Parks - - - 6,200 45,270 - 9,800 Police - - 1,600 - 25,120 - 3,300 Public Safety - - - - - 2,500 - Sewer - 15,400 - - 230 17,580 - Storm Drain - - - - 1,660 17,580 - Transportation/Traffic - - 166,240 - 50,840 1,102 - Water2 11,300 27,800 11,300 11,300 11,300 17,580 11,300 Total 11,300$ 54,300$ 188,240$ 17,500$ 156,140$ 82,388$ 29,100$ 2 Water capacity fees for Covina, Glendora, Irwindale and West Covina assume water service from ALW. 1 Fee comparison excludes art in public places fee which is assumed to be provided on-site. $- $20,000 $40,000 $60,000 $80,000 $100,000 $120,000 $140,000 $160,000 $180,000 $200,000 Current Azusa Glendora West Covina Max. Justified Azusa Pomona Irwindale Covina Figure 4 -Office Buiding, 10,000 Square Feet Table 6: Industrial, 50,000 Square Feet Fee Category Current Azusa Maximum Justified Azusa Covina Glendora Irwindale Pomona 2 West Covina 2 Administrative Fee -$ -$ 1,900$ -$ -$ -$ -$ Community/Rec Centers - - - - - - - Development Tax - - - - - 62,095 - General Government - 20,000 11,400 - 35,250 - 4,000 Fire - - 6,200 - - - 19,500 Library - - - - 5,100 - - Parks 1 - - - 31,000 84,200 - 49,000 Police - - 4,150 - 46,700 - 16,500 Public Safety - - - - - 12,500 - Sewer - 77,000 - - 150 26,350 - Storm Drain - - - - 19,150 26,350 - Transportation/Traffic - - 296,350 - 168,500 1,646 - Water 23,000 66,500 23,000 23,000 23,000 26,350 23,000 Total 23,000$ 163,500$ 343,000$ 54,000$ 382,050$ 155,291$ 112,000$ 2 Water capacity fees for Covina, Glendora, Irwindale and West Covina assume water service from ALW. 1 Fee comparison excludes art in public places fee which is assumed to be provided on-site. $- $50,000 $100,000 $150,000 $200,000 $250,000 $300,000 $350,000 $400,000 $450,000 Current Azusa Glendora West Covina Pomona Max. Justified Azusa Covina Irwindale Figure 5 -Industrial Building, 50,000 Square Feet