HomeMy WebLinkAboutMINUTES - 10081996 - D3 TO: BOARD OF SUPERVISORS
FROM: VAL ALEXEEFF, DIRECTOR
GROWTH MANAGEMENT & ECONOMIC DEVELOPMENT AGENCY
DATE: OCTOBER 8, 1996
SUBJECT: DISTRIBUTION OF PARK DEDICATION FUNDS
SPECIFIC REQUEST(S)OR RECOMMENDATION(S)&BACKGROUND AND JUSTIFICATION
RECOMMENDATIONS:
ADOPT recommendations on attached report from GMEDA Director related to distribution of park
dedication funds.
FISCAL IMPACT:
No impact on County funds. Action represents distribution procedures with no effect on revenue
collection or expenditure amounts.
BACKGROUND/REASONS FOR RECOMMENDATIONS:
The attached findings and recommendations have been developed as a result of the investigation of
an internal transfer of funds from Alamo area to Danville area accounts.
CONTINUED ON ATTACIINIENT: —YES SIGNATURE:
RECOMMENDATION OF COUNTY ADMINISTRATOR RECOMMENDATION OF BOARD COMMITTEE
APPROVE OTHER
SIGNATURE(S):
ACTION OF BOARD ON October. 8,1996 APPROVED AS RECOMMENDED X OTHER X
IT IS BY THE BOARD ORDERED that the recommendations on the attached report from the
GDA Director related to distribution of park dedication funds are APPROVED: and
the County Administrator is REQUESTED to report to the Board through the Finance Committee
on other ossible similar procedures in the Count relative to the movement of .various
VOTE OF SUPERVISORS monies and funds. I IIEREB CER'T'IFY'1'IG1'1"1'IIIS IS A"1'RIr1:AND C:OKRI'.(
COPY OF AN A(710N TAKEN AND ENTERED ON 7111.
X UNANIMOUS(ABSENT ) MINUTES OFTHE BOARD OF SUPERVISORS ON THE,
DATE.SHOWN.
AYES: NOES: October 8 1996
ATTESTED �
ABSENT: ABSTAIN:
PHIL BATCIIELO CLERK OI'"'IIffOF
SUPE 'ORSA I COUNTY A 'OR
VA:dg BY ,DEPUTY
funds.bo
Contact: Val Alexeeff(646-1620)
CC: County Administrator
County Counsel
Auditor-Controller
GMEDA Departments
Attn: M.Walford
S.Epperly
.1.Kennedy
R-7A Board Members(via GMEDA)
City Managers(via GMEDA)
' �fN
REPORT ON ALAMO PARKS FUNDS
BY VAL ALEXEEFF, Director
Growth Management and Economic Development Agency
October 1, 1996
FINDINGS:
• In Fiscal Year 1994-95, approximately $239,670 were transferred from Alamo
account (2758) to Danville account (3551.3). In addition, $22,125 was transferred
from Alamo account to the SRVFPD.
• The transfer occurred because there were no strict policies regarding inter-fund
transfer in parks. It was a process used in the past to aid cash flow and provide
flexibility to respond to need.
• While the fluids have been disbursed in a less-than-fon-nal manner, all fiends have
been spent on parks and no fiulds have been "lost".
• In Fiscal Year 1992-93, finds were transferred into Alamo accounts from
wireferenced fees, including unincorporated developments outside Alamo (R-7A).
This amounted to approximately $172,778. We have verified that $69,800 was
from developments outside Alamo, i.e. Walnut Creek sphere of influence, and
Diablo.
• In Fiscal Year 1991-92, approximately $50,670 was transferred from 2758 to
Danville for construction of Hap Magee Park.
RECOMMENDATIONS:
1. Transfer all finds collected in census account 3551 .3 into an Alamo account until
approximately $261,795 is reimbursed to Alamo (actual amount determined by
Auditor).
2. Forgive interest, since fluids were used directly and not held for interest. Neither
Danville nor the County has set aside fiulds for interest and no legal basis exists to
provide interest.
3. Transfer $145,000 as soon as possible from account 3551 .3 to Alamo accounts.
4. There should be no reimbursement to Alamo for finds transferred to Danville in
FY1991-92.
5. There should be no reiinbursement to other accounts for fluids transferred to Alamo
in FYI 992-93.
6. Beginning with the current Fiscal Year, treat park fiulds in a manner similar to AOB
fees or special district accowlts. Funds shall be administered under standard
auditing procedures. Any movement of park funds out of accounts or between
accounts will follow auditing procedures.
7. Make decisions, regarding distribution of funds, at the time of project approval. A
plan should be provided indicating land dedication, private facility construction,
public facility constriction, and payment of in-lieu fees. Where payment of in-lieu
fees is proposed, the recipient of these fees should also be identified.
vn:dg
alanio25.0
—(rev. 10/1/96) '
8. Determine overhead charge for administration of accounts or audits. Currently,
there is no charge and this has caused park fiords' administration to occur on a time-
available basis. While the overhead should be minimal, it can provide a dedicated
individual to perfonn tasks, including monthly statements to appropriate parties and
notification regarding pending actions.
9. Require reports on use of fiends from agencies receiving fiends.
BACKGROUND:
In 1985, the County began collecting developer fees in the Alamo/Danville/Walnut Creek
area. The Planning Department, at the time, created a procedure of collecting fiords by
census tract and allocating those fields normally within the census tract to a responsible
government agency. Board of Supervisors or other bodies, such as EBRPD could make
requests for specific projects and they would be granted, if finds were in the account.
The operation consisted of informal policies with no strict commitments or requirements,
with exception that there had to be some related benefit (nexus) between fees collected for
development impact and the need to offset the impact.
On occasion, there were cash flow problems where development fees would not match
park construction deadlines and under those circumstances, internal lending would take
place. Since no jurisdiction, besides the County, was entitled to the funds, the internal
system did not violate any requirements. The person who set this up and was responsible
for administration, dedicating vast amounts of his time and generating local needs, was
Dennis Franzen. When Dermis passed away, the continuation of the program lne created
was impossible due to time and budget constraints—administration costs were not
covered. The distribution of fiends occurred on a request basis with no coordinated
program.
With respect to Alamo, the most aggressive park programs were found in Walnut Creek
and in Danville. The most intense and specific demand came from youth sports leagues
who sought fields for youth baseball and youth soccer. To the extent that Alamo youth
from new developments wished to play in athletic leagues using fields in adjacent
communities, a nexus could be made.
Alamo does not have a program to develop park facilities within specific census tracts.
Instead, Alamo has a services' district, R-7A, that is responsible for developing and
maintaining Alamo park facilities. Alai-no's intent is to have all fiends collected within
census tracts located within R-7A boundaries to be spent within R-7A district as a whole.
hi this way, fiends can be spent outside the census tract where fiulds are generated, but still
within Alamo defined by R-7A. Areas outside R-7A but still in Alamo, could receive
funds, but in the filature such decisions should require procedural steps.
While investigating the collection of funds, we found that census tract boundaries changed
between 1980 and 1990. Additionally, Alamo area census tracts extend beyond R-7A.
Funds have been collected outside R-7A that have been credited to Alamo. Since the
distribution of park dedication fiulds has been handled in an informal manner, neither R-7A
nor other jurisdictions know what to expect. Policies are needed to establish and fulfill
expectations.
While there may be disagreement on how the fluids were distributed, all funds are
accounted for. Furthermore, no administrative expenses have been charged to accounts,
despite the staff time involved. Additional demands for stable work are made which
should be compensated.
vn:dg
alamo25.0 2
(rev.`10/1/96)
• C79
Lf)
OrrOif! `ct tgoQat} 00
N
u) COhORLgCOstOORRq t a °�'
r etrCOCV f� N9LOC'j0
COMOSt0O0OmOo
09 M M o0 0 CA h O CD NOCANN 0 M CO) CO G9 -j
N wUl )0 CO CV X
Mr r r r r r r MO r r r
LO00fl- MWr- W0a
CotOrit) Cost09Nt00O Q
0WONMI- ON000
V- r M 09 N 'tet CO +V"r" O
N r T cV 0 0 09 CO Co 0
„O d d r M et O O
v
M N O 009
d r M
r v- c! NCW) h0900
CO CC9 it9 0> O Cp tV r 0) 0 0 CO
CCl0NMNU) stNr00
�y {t99000a Vtfl- 9 O N
T 00
0 M m r CO a T h N 09 CO
.rp
0091.- 0vr- hCD 4t
LO
�t v T- O d M N V- y Q O_
M T-
oo o 1 �+ d
M
O W Q
��pp 09 o c� to o in rn cn o 0
d hNre- W) NMr00 M O
0MN00T - I- vtcS00 N C,
r O9CMOCwmvwO � ItM N o (P O
V- T CO LO M O CO 0 0 M O 0 0
M N N r r t--
P
cl _ Q
0NN000aN (0r00
CO W� Cn CD r` N `ot 09 11ct C9 O
0) r O CO 0) It LO CIO t,- O V) N
CO to 09 0 o CO u) 0 09 N 0 N0
M V)(D0vMMMN T CO
CO u)
CI r r N
M N r r
r T
_ Q
QO - 0oOrnCoc� rn &0Cvr- a0
OChOOCnMaoo �ta0 M o00 o00
h ^' tg0 � N � IRtt-4 M.h cRM o00
N Mc� totr7in0oth'-- cn X09 aoo
N to NNhLnN10 0NNN r N 0) Noo00
ri
h V- (V) M CO CO)
o o 0w ¢
LO to et r T 'at CO CO 0 0 0
09 CAh (Q0) rN0000
LotoNco4cv, 6LO* 0* 0' 0*
N r r CO)W ) W)) '� Nt m coo t0 O
N V-
V
V 09 O
M Co O
tf) to
a a
U') 0M0 "t0 M 1- 00
0 0 0) N �t t7 to Ca 09 0 0
Mt1ol� u3COQOhd Ci0
� NLOWmOOCwNt �" IN
09 O
Q M r "tt N 0 09 09 h tp
m co
M u•9 M
r
M tt3
r
� Q
- TO) U) NLO0 gtOT00
et tM h Cn r t,. h d N 0 0
C7r` � MCGd 0iu) OLOO N
Md ONOhNOet O O
0 T- 09 0) 1'- V- V- O 0 h O
N MOOCOoh ui C05 O
d' r r r N r- O
M N h Oci9
N N
r
�tv 'aooNo � ooaoo
aooNocy ohoa
CO CO COCCOLOr-- 0090000 N O
O
0 r r 0 0) CO CO O 6
rrr CO Cl
r
m Q
U IA,
d
a a c
%OCAQtr) Nr- 00. 000 %0 �CltA V Of) Cy 00% 00N %0
ti ;4 q ;` a of ;Zp uyvticlv � oa o -- ;;6 ti 0 0 0 O o u
0. 0� 0% ON0. 0� 0asa0waD W 0t 0t 0% O• � ONaoCQcoCoCo MQ. MQ. Q * rrt— M- c
cc
Cl Cl, a.
U)
(N R C� 0 (14 C\l
q) aq V7 C� C�
C* C\l U') 0 t- Il-
o 0) 43) 0 CC) 00
Co C14 co co
r-:(6 O cli cli
00 1%- r r. fl-
T.- V) ce)
LO
Oq Ci 04
L6 0 a (0 (0 E
Ui
(D M C\l C\l Cf)Ct 0 0 2
V- V- C6 C6
Vi
I r- C'4 0 (D
LO NI- 00 m co m co G) 0 0) r_
ui C� (6 clli (6 fl: c;
lq* cl) V- 0 0) CD C14 00
Gi r"I It r000 Oct
P. 0) r- fl- m (D
C14 LO V)OD "it Nt rco- 04
0)
T5
U) 0 ref' (D co
C'4 7 7 r CO CO
co C� LO 0) C\l cli
LO CD C> CN Itt rl- rl-
r% ONNA 0 U) V)
C4 -
It 'i 14:
I f I T- V-
CD It 0) 0) 0 Ul) I-
CA O P,�
11 tn 0) co co CM C*4 N
r— NCD (N 0) 0)
Ln (R CQ
(0 V- co co
ui
R q -1 C%4 9 04 CO
> ■
.j C%4 C\j x
T
U) 0 0 ui
T- V-
Co C> co cf) t- CO N N C\l N P. tt1 z
Lf) 0 04 oo W T7 4t v et0NtcaL
MCV CA (D W 0 r--: P�: N CVCV4
w r0) M (D 00 M0 0) P. OD
N.
04 v lw OpC\ C\0) 00 LO CV co Lr) u')
t ! !
Cli L6 r TZ co 0 0 a M st 06
I(D co (D r r 00
0 C) CD
Qo co co
V) co
Ln
0 0 01 O
(D IN co (C) v N Ci
r-: MND
d (0 co (D (D
co (X) 00
co q
M q Vi
CN C\l CN
N
(D
C) 0 0 C) 0 0 Lo Ul) U) 00 U") 0 co
Q LO 00 Lo I-- U) V- CO co m C) 00 Lf)
It co
C) ce! q CO pt q C\! ci vi
w CO V Ln Lo 0 Nr Lf) U') cv 8 v co
0) r— ce) CO) (D cl V) V) V) P_ r�-
(N cq c1r) 0 00 00 ce) Lc)
4)
CL 0 (p co
w U) cp LO
N N o FZ
0 N C*A
w P. W LB