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TO: BOARD OF SUPERVISORS
FROM: VAL ALEXEEFF, DIRECTOR
GROWTH MANAGEMENT& ECONOMIC DEVELOPMENT AGENCY
DATE: OCTOBER 24, 1995
SUBJECT: "WILL SERVE" LETTERS FROM SCHOOL DISTRICTS
SPECIFIC REQUEST(S)OR RECOMMENDATION(S)&BACKGROUND AND JUSTIFICA'T'ION
RECOMMENDATIONS:
ACCEPT update report as requested on October 10, 1995 in preparation for the hearings on
November 14, 1995.
FISCAL IMPACT: Commitment of staff time to reconcile issues.
BACKGROUND/REASONS FOR RECOMMENDATIONS:
On October 10, 1995, the Board of Supervisors requested a series of hearings to be set for the
November 14 Board meeting, as well as a staff report on October 24 as an update in preparation for
the hearings.
The specific direction of the Board for the two meetings is as follows:
To set for a hearing on November 14, consideration of vesting tentative map
approvals which have as conditions of approval, the securing of"will serve" letters
from school districts. The Board also requested from staff, a status report to be
delivered in two weeks which will preview the November 14 hearing and report on
any progress that has been made between now and then with the parties or issues.
Options should include a possible ordinance to deal with different aspects of the issue.
(continued on Page 2)
CONTINUED ON ATTACHMENT: X YES SIGNA'T`URE: ��`�
RECOMMENDATION OF COUNTY ADMINISTRATOR _RECOMMENDATION OF BOARD COMMITTFT?
APPROVE OTHER
SIGNATURE(S):
ACTION OF BOARD ON Og1 5b@r 24 , 1995 APPROVED AS RECOMMENDED OTHER
VOTE OF SUPERVISORS I HEREBY CERTIFY THAT THIS IS A TRUE AND CORRECT
COPY OF AN ACTION TAKEN AND ENTF,RED ON THE
—.(I.JNANIMOUS(ABSENT ) MINUTES OF TIIE BOARD OF SUPERVISORS ON THE
DATE SHOWN.
AYES: NOES:
ATTESTED October 24 1995
ABSENT: ABSTAIN:
PHIL B 71E CLFR "OF THE BOARD OF
SUP SOR. A D COU PDMINISTRATOR
VA:dg BY ,DEPUTY
willser2.bo
Contact: Vat Mexeeff(646-1620)
CC: County Administrator
County Counsel
GMEDA Departments
East County School Districts(via GMEDA)
BIA(via GMEDA)
"Will Serve" Letters
October 24, 1995
Page 2
BACKGROUND/REASONS FOR RECOMMENDATIONS: (continued)
The intent of staff is to set hearings for the following subject:
To reconcile the"will serve" condition on specific applications with the action taken
by the Board in relation to specific applications.
Key issues:
I. On September 22, 1992, the Board amended the County General Plan with regard to school
facilities. Based on the Goals, Policies and Implementation measures, procedures are
established. Procedures and appropriate General Plan excerpts are in Attachment A.
2. During the period from September 22, 1992 to July 25, 1995, the Board was faced with a
dilemma consisting of the following points:
a. It was known that East County schools would not be able to accommodate
the demand for school facilities if all the development proposed was built.
b. State funding could not keep up with new facility demands.
C. East County school districts had not worked out the final details, funding,
and new developments' share in a comprehensive manner, however, facility
needs were identified by the individual districts.
d. There was an agreement among City officials, School District Officials, and
developers for Brentwood Elementary School District facilities, but not for
the other districts.
e. Developers, property owners, and builders did not want their approvals held
up while the school districts, the County and others, figured out how a
comprehensive agreement would be structured.
f. The "will serve" situation only affected applications requesting legislative
acts, general plan, and rezonings. In these cases, applicants wanted the
application to proceed, but acknowledged the need, by accepting the
condition, for the extraordinary overcrowding to be addressed between the
developer and the school district. "Will serve" conditions have not been
proposed for subdivisions where no legislative act was requested. This
compromise was superior to denying the project unitl the school issue was
resolved.
g. By the school district's and County's calculation, the school fee of $1.65
(with cpi) per square foot was inadequate to pay for facilities needed to
accommodate new growth.
h. School districts were very successful in obtaining their share of State school
funding, but it still was not enough to accommodate new growth.
i. No one wanted a moratorium on approvals until the issue was resolved.
The County sought a balance. Entitlements were approved, but a"will serve" condition was
attached. The intent was to require developers to meet with school district officials to
resolve facility issues pertaining to their project and district needs. In some cases,
agreements were reached between developers and school districts. In other cases, developers
and school districts did not meet.
"Will Serve" Letters
October 24, 1995
Page 3
3. On July 25, 1995, a solution was reached with the Hofmann Company which was applied
to the recent approvals for Discovery Bay West. The solution was intended to encompass
five school districts and all facilities for the foreseeable future. The notion that the plan only
considered the Hofmann project ignores every detail of the agreement, the process for
attaining the agreement, and the participation in the agreement. While it's clear that the
requirement would apply prospectively, it was necessary to develop the mechanisms to fairly
reconcile the agreement with approvals in 1993, 1994 and early 1995.
4. On September 19, 1995, the Board accepted the agreement developed for the East County
school districts as adequate mitigation to discharge the conditions of the "will serve"
requirement. This meant that the Board would accept the agreement reached with Hofmann
as satisfactory for other projects as well.
5. It is necessary to expedite resolution of the "will serve" condition to enable developers to
proceed with their projects.
6. Criteria for"will serve" enforcement.
a. Exclusions
1) Project is designated for senior housing, very low-income housing as
designated by the Contra Costa County Housing Element, or studio
and one bedroom apartments.
2) An agreement has been reached previously between the developer
and school district to satisfy impact.
3) Need for school facilities was not provided at the time of project
review and approval.
4) There was no mitigation required at the time of approval.
5) No relationship was established between project impact and project
mitigation.
ATTACHMENT A
"WILL SERVE" LETTERS (10/24/95)
SCHOOL FACILITY IMPACT REVIEW PROCEDURES
COUNTY PROCESS
1. Review applications and other information to ensure there are adequate school facilities to
meet needs of development. (Burden of proof on schools to demonstrate need.)
2. Use environmental review process to monitor ability of schools to serve development.
3. Where nature and extent of need is demonstrated and justified, require General Plan
Amendments and rezonings ro incorporate adequate mitigation for primary and secondary
facilities prior to entitlement.
4. Review school facility inventories, facility plans, and capacity projections prior to project
determination. Recommend denial of entitlement if impact can be demonstrated and
inadequate mitigation provided.
5. Coordinate review of new development with appropriate districts, cities and service
providers in the review and approval process.
6. Provide method for adequate school notification of project application and review.
7. Incorporate residential unit description in project review to enable assessment of school
impact.
8. Review and ensure adequacy of district facility information to be used to ascertain impact,
including classroom size and opportunities for district boundary reorganization.
SCHOOL DISTRICT ACTIONS
1. Encourage multipurpose use of school facilities.
2. Demonstrate maximum use of existing educational resources and school facilities.
3. Demonstrate efforts to seek State and Federal funds.
4. Demonstrate efforts to raise funds within the district by passing a bond issue, selling surplus
property, and other measures.
5. Develop facility plan for future needs, including:
a. Inventory of current facilities, capacities and uses.
b. Consideration of scheduling alternatives.
C. Use of portables.
d. Opportunities for boundary readjustments.
e. Evaluation of other means to demonstrate most efficient use of facilities.
f. Designation of future school sites.
g. Efforts to achieve designation of future sites.
6. Provide notification of inadequate facilities supported by sufficient facility information to
justify County action.
QUALIFICATION FOR FEES
Develop alternate mitigation requirements for the following:
1. Senior housing.
2. Very low-income households.
3. Studio and one bedroom units.
ATTACHMENT B
PROJECT LIST
File # Name & Name & Consultant/ When Elementary
Address of Address of Engineer Approved School
Applicant Property District
Owner
2736-RZ 3-C Dev. Patricia John Wyro 6-8-93 Oakley
DP 3048-87 Co. Fraser, TRE The Wyro School
SD 6963 3160 Crow 1320 N. Co. District
Canyon Manzanita 105 Alta
236 Lots Place, Ste. Orange, CA Haciendas
100 92667 Orinda, CA
San 94563
Ramon, CA PH #254-
94583 5246
Ph #830-8700 Engineer -
D.K. Assoc.
1440 Maria
Lane, Ste.
200
Walnut
Creek. CA
94596
Ph #932-
6868
2917-RZ KLA-Bryan Lesher Patricia ------- Oakley
DP 3031-90 & Murphy, Communica Curtin School
SD 7588 Inc. tions, Inc. Gagen, District
(Lesher 5000 C/o John McCoy,
Lakes) Executive Zenai McMahon &
Parkway, 2640 Armstrong
(571 Lots) Ste 125 Shadelands P.O.Box
San Drive 218
Ramon, CA Walnut Danville,
94583 Creek, CA CA 94526-
94596 0218
Ph 867-
3380 Ph 935- Ph #837-
5900 0585
2918-RZ Three A. J. Engineer - 6-8-93 Oakley
DP3032-90 Sisters Solomon/ D. K. School
SD 7562 Trust Chartered Associates District
(Cypress 101 Land & 1440 Maria
Lakes) Ygnacio Cattle Co. Lane, Ste.
Valley 101 200
(1,330 lots) Road, #400 Ygnacio Walnut
Walnut Valley Rd. Creek, CA
Creek, CA Walnut 94596
94596 Creek, CA
94596 Ph 932-
PH 947- 6868
1047 Ph 947-
1047
File # Name & Name & Consultant/ When Elementary
Address of Address of Engineer Approved School
Applicant Property District
Owner
2951-RZ Bellecci & Camray ---------- 2-9-93 Oakley
DP3010-91 Associates Dev. & School
SD 7657 2290 Const. Co. District
Diamond 7919
220 Lots Blvd., #100 Folsom
Concord, Blvd., #150
CA 94520 Sacramento
, CA 95826
Ph 685-
4569 Ph (916)
383-8500
2955-RZ Jim Bones Edward & --------- ---------- Knightsen
DP 3025-91 Lone Star Charlotte School
SD 7488 Dev., Inc. Biggs District
P. 0. Box 1757 Green
(South 2213 Acres Ln.
Kiver) Walnut Susuin City,
Creek, CA CA 94585
575 Lots 94595
Ph 988-
0814
2963-RZ Hofmann Hofmann Carlson, 7-25-95 Mostly in
DP 3025-91 Co. Co. & Edna Barbee & (Phase I Byron
SD 7685 P.O.Box M. Fallman Gibson, Inc. only) 324 School
907 P.O.Box 2000 Crow units District
(Disco Bay Concord, 757 Canyon
West) (Has CA 94522 Brentwood, Place, #250 North 1/4 in
GPA) CA 94513 San Knightsen
2,000 units Ph 682- Ramon, CA School
(partly 4830 94583 District.
approved)
(Phase I PH 866-
only - 324 0322
lots)
2970-RZ Bellecci & Cutino --------- 1-18-94 Oakley
DP3033-91 Associates Family School
SD 7681 2290 Trust District
Diamond 3081
39 lots Blvd., #100 Brookside
Concord, Drive
CA 94530 Pittsburg,
CA 94565
PH 685-
4569
File # Name & Name & Consultant/ When Elementary
Address of Address of Engineer Approved School
Applicant Property District
Owner
2985-RZ Bellecci & Monte & --------- 5-18-93 Byron
DP 3005-92 Associates Lucia School
SD 7679 2290 Albers District
(Albers- Diamond 1400 Deer
Centex 1) Blvd., #100 Valley Road
Had GPA Concord, Brentwood,
CA 94520 CA 94513
288 Lots
PH 685- PH 779-
4569 0397
2987-RZ Bellecci & CBM, et al ---------- 1-24-95 Oakley
DP 3008-92 Associates 351-C St. School
SD 7689 2290 Mary's St. District
Diamond Pleasanton,
225 lots Blvd., #100 CA 94566
Concord,
CA 94520
PH 685-
4569
2991-RZ 3C Dev. Co. Gary & Bellecci & 7-1-94 Oakley
DP 3011-92 Bishop Clair Chase Associates School
SD 7797 Ranch #8 246 Las 2290 District
500 Quebradas Diamond
114 lots Executive Alamo, CA Blvd., #100
Parkway, 94507 Concord,
Ste. 490 CA94520
San Ramon,
CA 94583 PH 685-
4569
Ph 830-
8700
2998-RZ Bellecci & SEECON ------------ 12-14-93 Oakley
DP 3024-92 Associates P.O.Box School
SD 7662 2290 4113 District
Diamond Concord,
251 lots Blvd., #100 CA 94524
Concord,
CA 94520
PH 685-
4569
3003-RZ Hofmann Same --------- 6-7-94 Oakley
DP 3007-93 Co. School
SD 7837 P.O.Box District
(GPA) 907
Concord,
81 Lots CA 94522
PH 682-
4830
File # Name & Name & Consultant/ When Elementary
Address of Address of Engineer Approved School
Applicant Property District
Owner
3014-RZ S.H.Cowell Same --------- ---------- Brentwood
DP 3016-83 Foundation School
SD 7838 120 District
(Cowell Montgomery
Ranch) Street, Ste.
(GPA filed) 2570
San
6,000 units Francisco,
CA 94104
PH (415)
397-0285
3017-RZ Bellecci & Monte & ---------- 12-13-94 Byron
DP 3020-93 Associates Lucia School
SD 7881 2290 Albers District
Diamond 1400 Deer
(Albers/Cen Blvd., #100 Valley Rd.
tex II) Concord, Brentowod,
(GPA) CA 94520 CA 94513
97 Lots PH 685- PH 779-
4569 0397
Centex
Homes
1855
Gateway
Blvd., #650
Concord,
CA 94520
Ph 827-
8100
LTRI/project
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