Brisbane Elementary School District One Solano Street Brisbane, CA

Brisbane Elementary School District One Solano Street Brisbane, CA 94005 415.467.0550 Level 1 - Developer Fee Justification Study for Brisbane Elem...
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Brisbane Elementary School District One Solano Street Brisbane, CA 94005 415.467.0550

Level 1 - Developer Fee Justification Study

for

Brisbane Elementary School District

June 2014 Superintendent: Toni Presta

SchoolWorks, Inc. 6815 Fair Oaks Blvd., Suite 3 ~ Carmichael, CA 95608

www.SchoolWorksGIS.com

Phone: 916.733.0402

Fax: 916.733.0404

Brisbane Elementary School District

2014 Developer Fee Justification Study June 2014

TABLE OF CONTENTS Executive Summary .......................................................................................................... 1

I.

Background ........................................................................................................... 2

II.

Purpose and Intent ................................................................................................ 3 Burden Nexus ......................................................................................................... 3 Cost Nexus .............................................................................................................. 3 Benefit Nexus .......................................................................................................... 3

III.

Enrollment Projections ......................................................................................... 4 Student Generation Factor ...................................................................................... 5 New Residential Development Projections ............................................................. 6

IV.

Existing Facility Capacity ..................................................................................... 7 Classroom Loading Standards ................................................................................ 7 Existing Facility Capacity ........................................................................................ 8 Unhoused Students by State Housing Standards ................................................... 9

V.

Calculation of Development’s Fiscal Impact on Schools .................................. 10 School Facility Construction Costs .......................................................................... 10 Impact of Residential Development ........................................................................ 11 Impact of Commercial/Industrial Development........................................................ 12 Employees per Square Foot of Commercial Development ..................................... 13 Students per Employee ........................................................................................... 14 School Facilities Cost per Student .......................................................................... 14 Residential Offset .................................................................................................... 14 Net Cost per Square Foot ....................................................................................... 16 Verifying the Sufficiency of the Development Impact .............................................. 16 District Map ............................................................................................................. 17

VI.

Conclusion ............................................................................................................. 18 Burden Nexus ......................................................................................................... 18 Cost Nexus .............................................................................................................. 18 Benefit Nexus .......................................................................................................... 18

Brisbane Elementary School District

2014 Developer Fee Justification Study June 2014

APPENDICES SAB 50-01 - Enrollment certification/Projection Census Data

Use of Developer Fees

Site Development Costs

Index Adjustment on the Assessment for Development – State Allocation Board Meeting of January 22, 2014

Annual Adjustment to School Facility Program Grants

Brisbane Elementary School District

2014 Developer Fee Justification Study June 2014 Executive Summary

This developer fee justification study demonstrates that the Brisbane Elementary School District requires the full statutory impact fee to accommodate the impacts from development activity.

A fee of $3.20 per square foot for residential construction and a fee of $0.51 per square foot for commercial/industrial construction is currently assessed on applicable permits pulled in the District. The new fee amounts are $3.36 per square foot for residential construction and $0.54* per square foot for commercial/industrial construction. This proposed increase represents $0.16 per square foot and $0.03 per square foot for residential and commercial/industrial construction, respectively.

The following table shows the impacts of the new fee amounts:

Table 1

BRISBANE ELEMENTARY Developer Fee Collection Rates Totals

Previous

New

Change

Residential

$3.20

$3.36

$0.16

Commercial/Ind.

$0.51

$0.54

$0.03

*except for Rental Self Storage facilities in which a fee of $0.07 per square foot is justified.

Page 1

Brisbane Elementary School District

2014 Developer Fee Justification Study June 2014 I.

Background Education Code Section 17620 allows school districts to assess fees on new residential and commercial construction within their respective boundaries. These fees can be collected without special city or county approval, to fund the construction of new school facilities necessitated by the impact of residential and commercial development activity. In addition, these fees can also be used to fund the reconstruction of school facilities or reopening schools to accommodate development-related enrollment growth. Fees are collected immediately prior to the time of the issuance of a building permit by the City or the County.

As enrollment increases, additional school facilities will be needed to house the growth in the student population. Because of the high cost associated with constructing school facilities and the District’s limited budget, outside funding sources are required for future school construction. State and local funding sources for the construction and/or reconstruction of school facilities are limited.

The authority sited in Education Code Section 17620 states in part “… the governing board of any school district is authorized to levy a fee, charge, dedication or other form of requirement against any development project for the construction or reconstruction of school facilities.” The legislation originally established the maximum fee rates at $1.50 per square foot for residential construction and $0.25 per square foot for commercial/industrial construction. Government Code Section 65995 provides for an inflationary increase in the fees every two years based on the changes in the Class B construction index. As a result of these adjustments, the fees authorized by Education Code 17620 are currently $3.36 per square foot of residential construction and $0.54 per square foot of commercial or industrial construction.

Page 2

Brisbane Elementary School District

2014 Developer Fee Justification Study June 2014 II.

Purpose and Intent

Prior to levying developer fees, a district must demonstrate and document that a reasonable relationship exists between the need for new or reconstructed school facilities and residential, commercial and industrial development. The justification for levying fees is required to address three basic links between the need for facilities and new development. These links or nexus are:

Burden Nexus: A district must identify the number of students anticipated to be generated by residential, commercial and industrial development. In addition, the district shall identify the school facility and cost impact of these students.

Cost Nexus: A district must demonstrate that the fees to be collected from residential, commercial and industrial development will not exceed the cost of providing school facilities for the students to be generated from the development.

Benefit Nexus: A district must show that the construction or reconstruction of school facilities to be funded by the collection of developer fees will benefit the students generated by residential, commercial and industrial development.

The purpose of this report is to document if a reasonable relationship exists between residential, commercial and industrial development and the need for facilities in the Brisbane Elementary School District.

Following in this report will be figures indicating the current enrollment and the projected growth occurring within the attendance boundaries of the Brisbane Elementary School District. This projected growth will then be loaded into existing facilities to the extent of available space. Thereafter, the needed facilities will be determined and an estimated cost will be assigned. The cost of the facilities will then be compared to the area of residential, commercial and industrial development to determine the amount of developer fees justified.

Page 3

Brisbane Elementary School District

2014 Developer Fee Justification Study June 2014 III.

Enrollment Projections

In 2013/2014 the District’s total enrollment (CBEDS) was 481 students. The enrollment by grade level is shown here in Table 2.

Table 2

BRISBANE ELEMENTARY CURRENT ENROLLMENT Grade K 1 2 3 4 5 6 K-6 Total

2013/2014 37 50 61 50 57 60 53 368

7 8 7-8 Total

53 60 113

K-8 Total

481

This data will be the basis for the enrollment projections which will be presented later after a review of the development projections and the student generation factors.

Page 4

Brisbane Elementary School District

2014 Developer Fee Justification Study June 2014 Student Generation Factor In determining the impact of new development, the District is required to show how many students will be generated from the new developments. In order to ensure that new development is paying only for the impact of those students that are being generated by new homes and businesses, the student generation factor is applied to the number of new housing units to determine development-related growth. The District may either use the local student yield rate or the State-wide average student generation factor.

The student generation factor identifies the number of students per housing unit and provides a link between residential construction projects and projections of increased enrollment. The State-wide factor used by the Office of Public School Construction is 0.50 for grades K-8. For the purposes of this report we will use the State factors to determine the students generated from new housing developments. Table 3 shows the student generation factors for the various grade groupings.

Table 3

STUDENT GENERATION FACTORS Grades

Students per Household

K-6

0.4

7-8

0.1

Total

0.5

Page 5

Brisbane Elementary School District

2014 Developer Fee Justification Study June 2014 New Residential Development Projections The Brisbane Elementary School District has experienced an average new residential construction rate of approximately 40 units per year. Projecting the average rate forward, we would expect that 200 units of residential housing will be built within the District boundaries over the next five years.

To determine the impact of residential development, an enrollment projection is done. Applying the student generation factor of 0.5 to the projected 200 units of residential housing, we expect that 100 students will be generated from the new residential construction over the next five years. This includes 80 elementary school students and 20 middle school students.

The District is required to use the development-based enrollment projection for the purposes of this study. This is utilized as the cost basis for development impact throughout this study, unless otherwise noted.

Table 4

BRISBANE ELEMENTARY FIVE YEAR ENROLLMENT PROJECTIONS Current Enrollment

Development Projection

Projected Enrollment

K to 6

368

80

448

7 to 8

113

20

133

Totals

481

100

581

Grades

Page 6

Brisbane Elementary School District

2014 Developer Fee Justification Study June 2014 IV.

Existing Facility Capacity

To determine the need for additional school facilities, the capacity of the existing facilities must be identified and compared to current and anticipated enrollments. The District’s existing building capacity will be calculated using the State classroom loading standards shown in Table 6. The following types of “support-spaces” necessary for the conduct of the District’s comprehensive educational program, are not included as “teaching stations,” commonly known as “classrooms” to the public:

Table 5 List of Core and Support Facilities Library Multipurpose Room Office Area Staff Workroom

Resource Specialist Gymnasium Lunch Room P.E. Facilities

Because the District requires these types of support facilities as part of its existing facility and curriculum standards at its schools, new development’s impact must not materially or adversely affect the continuance of these standards. Therefore, new development cannot require that the District house students in these integral support spaces.

Classroom Loading Standards The following maximum classroom loading-factors are used to determine teaching-station “capacity,” in accordance with the State legislation and the State School Building Program. These capacity calculations are also used in preparing and filing the baseline school capacity statement with the Office of Public School Construction.

Table 6 State Classroom Loading Standards K-6th Grades

25 Students/Classroom

7th-8th Grades

27 Students/Classroom

SDC

13 Students/Classroom

Page 7

Brisbane Elementary School District

2014 Developer Fee Justification Study June 2014 Existing Facility Capacity The State determines the baseline capacity by either loading all permanent teaching stations plus a maximum number of portables equal to 25% of the number of permanent classrooms or by loading all permanent classrooms and only portables that are owned or have been leased for over 5 years. As allowed by law and required by the State, facility capacities are calculated by identifying the number of teaching stations at each campus. All qualified teaching stations were included in the calculation of the capacities. To account for activity and changes since the baseline was established, the student grants for new construction projects funded by OPSC have been added. Using these guidelines the District’s current State calculated capacity is shown in Table 7.

Table 7 BRISBANE ELEMENTARY Summary of Existing Facility Capacity Permanent Classrooms

Portable Classrooms

Chargable Portables

Total Chargable Classrooms

State Loading Factor

State Funded Projects

Total State Capacity

Grades K-6

21

0

0

21

25

0

525

Grades 7-8

4

6

6

10

27

0

270

Special Ed

3

0

0

3

13

0

39

Totals

28

6

6

34

0

834

School Facility

As Table 7 shows, the total State capacity of the District facilities is 834 students.

Page 8

Brisbane Elementary School District

2014 Developer Fee Justification Study June 2014 Unhoused Students by State Housing Standards This next chart compares the capacity with the space needed to determine if there is available space for new students from the projected developments. The space needed was determined by reviewing the historic enrollments over the past four years along with the projected enrollment in five years to determine the maximum seats needed to house the students within the existing homes. The seats needed were determined individually for each grade grouping. The projected enrollment in this analysis did not include the impact of any new housing units.

Table 8

BRISBANE ELEMENTARY Summary of Available District Capacity State Capacity

Space Needed

Available Capacity

Grades K-6

525

414

111

Grades 7-8

270

131

139

Special Ed

39

0

39

Totals

834

545

289

School Facility

The District capacity of 834 is more than the space needed of 545. The difference is 289 students.

Page 9

Brisbane Elementary School District

2014 Developer Fee Justification Study June 2014 V.

Calculation of Development’s Fiscal Impact on Schools

This section of the study will demonstrate that a reasonable relationship exists between residential, commercial/industrial development and the need for school facilities in the Brisbane Elementary School District. To the extent this relationship exists, the District is justified in levying developer fees as authorized by Education Code Section 17620.

School Facility Construction Costs For the purposes of estimating the cost of building schools we have used the State School Building Program funding allowances. These amounts are shown in Table 9. In addition to the basic construction costs, there are general site development costs which are also shown in Table 9. Table 9

NEW CONSTRUCTION COSTS Grade K-6 7-8

Base Grant Fire Alarms Fire Sprinklers $19,842 $22 $334 $20,982 $34 $396

Per Student Total $20,198 $21,412

General Site Development Allowance

Grade K-6 7-8 Totals

Acres 0.00 0.00 0.00

Allowance/ Acre $32,244 $32,244

Base Cost $0 $0

% Allowance 6% 6%

Added Cost $112,805 $164,074

Total Cost $112,805 $164,074 $276,878

Impact of Residential Development This next table compares the development-related enrollment projection to the available district capacity for each grade level and then multiplies the unhoused students by the new school construction costs to determine the total school facility costs related to the impact of new residential housing developments.

In addition, the State provides that each District shall be reimbursed for site acquisition costs, including appraisals, surveys and title reports. The District will not need to acquire any additional acres to meet the needs of the students projected from the new developments.

Page 10

Brisbane Elementary School District

2014 Developer Fee Justification Study June 2014 The impact of the additional students projected from development includes the need for cafeteria/kitchen additions at Panorama and Brisbane as well as a gym/cafeteria expansion at Lipman Middle which are all needed to achieve minimum essential facilities. There is also a need to replace 4 portable buildings at Lipman Middle as they have exceeded their useful life and are now 44 years old. The project costs shown below are based on the standard OPSC project funding allowances. Table 10

BRISBANE ELEMENTARY Summary of Residential Impact Development Projection

Available Space*

Net Unhoused

Construction Cost Per Student

Total Facility Costs

Elementary

80

19

61

$20,198

$1,232,078

Middle

20

139

0

$21,412

$0

School Facility

Portable Replacement, Lipman Middle, 4 CR

$1,244,160

Gym/Cafeteria Expansion, Lipman Middle

$1,490,400

Cafeteria/Kitchen Additions, Panorama & Brisbane

$648,000

Site Purchase: 0.0 acres

$0

Site Development:

$276,878 New Construction Needs:

$4,891,516

TOTAL NEEDS:

$4,891,516

Average cost per student:

$48,915

*Due to the development mostly being located in the Brisbane Elementary School attendance area, the available space for Elementary school facilities has been reduced to only reflect the available capacity at Brisbane Elementary School.

The total need for school facilities based on the impact of the 200 new housing units projected over the next five years totals $4,891,516. To determine the impact per square foot of residential development, this amount is divided by the total square feet of the projected developments. As calculated from the historic Developer Fee Permits, the average size home built has averaged 2,666 square feet. The total area for 200 new homes would therefore be 533,200 square feet. The total residential fee needed to be able to collect $4,891,516 would be $9.17 per square foot. Since the State Maximum Fee is currently $3.36 for residential construction, the District is justified in collecting the maximum fee.

Page 11

Brisbane Elementary School District

2014 Developer Fee Justification Study June 2014 The appendix includes a document on the allowable use of development fees. The District's facility needs and planned use of the fees at this time also include the following items which may not be included in the New Construction Needs identified above: technology upgrades, energy efficiency improvements, potential growth due to redevelopment and increased enrollments, reconstruction of inadequate facilities due to dry rot and other safety hazards.

Impact of Commercial/Industrial Development There is a correlation between the growth of commercial/industrial firms/facilities within a community and the generation of school students within most business service areas. Fees for commercial/industrial can only be imposed if the residential fees will not fully mitigate the cost of providing school facilities to students from new development.

The approach utilized in this section is to apply statutory standards, U.S. Census employment statistics, and local statistics to determine the impact of future commercial/industrial development projects on the District. Many of the factors used in this analysis were taken from the U.S. Census, which remains the most complete and authoritative source of information on the community in addition to the “1990 SanDAG Traffic Generators Report”.

Page 12

Brisbane Elementary School District

2014 Developer Fee Justification Study June 2014 Employees per Square Foot of Commercial Development Results from a survey published by the San Diego Association of Governments “1990 San DAG Traffic Generators” are used to establish numbers of employees per square foot of building area to be anticipated in new commercial or industrial development projects. The average number of workers per 1,000 square feet of area ranges from 0.06 for Rental Self Storage to 4.79 for Standard Commercial Offices. The generation factors from that report are shown in the following table. Table 11 Commercial/Industrial Category

Average Square Foot Per Employee Banks 354 Community Shopping Centers 652 Neighborhood Shopping Centers 369 Industrial Business Parks 284 Industrial Parks 742 Rental Self Storage 15541 Scientific Research & Development 329 Lodging 882 Standard Commercial Office 209 Large High Rise Commercial Office 232 Corporate Offices 372 Medical Offices 234 Source: 1990 SanDAG Traffic Generators report

Employees Per Average Square Foot 0.00283 0.00153 0.00271 0.00352 0.00135 0.00006 0.00304 0.00113 0.00479 0.00431 0.00269 0.00427

Page 13

Brisbane Elementary School District

2014 Developer Fee Justification Study June 2014 Students per Employee The number of students per employee is determined by using the 2008-2012 American Community Survey 5-Year Estimates for the District. There were 4,197 employees and 3,362 homes in the District. This represents a ratio of 1.2484 employees per home.

There were 545 school age children attending the District in 2010. This is a ratio of 0.1299 students per employee. This ratio, however, must be reduced by including only the percentage of employees that worked in their community of residence (23.5%), because only those employees living in the District will impact the District’s school facilities with their children. The actual ratio of students per employee in the District is 0.0305.

School Facilities Cost per Student State costs for housing commercially generated students are the same as those used for residential construction. The cost factors used to assess the impact from commercial development projects are contained in Table 10.

Residential Offset When additional employees are generated in the District as a result of new commercial/industrial development, fees will also be charged on the residential units necessary to provide housing for the employees living in the District. To prevent a commercial or industrial development from paying for the portion of the impact that will be covered by the residential fee, this amount has been calculated and deducted from each category. The residential offset amount is calculated by multiplying the following factors together and dividing by 1,000 (to convert from cost per 1,000 square feet to cost per square foot). 

Employees per 1,000 square feet (varies from a low of 0.06 for rental self storage to a high of 4.79 for office building).



Percentage of employees that worked in their community of residence (23.5 percent).



Housing units per employee (0.8010). This was derived from the 2008-2012 ACS 5 Year Estimates data for the District, which indicates there were 3,362 housing units and 4,197 employees.



Percentage of employees that will occupy new housing units (25 percent).



Average square feet per dwelling unit (2,666).



Residential fee rate ($3.36 per square foot).

Page 14

Brisbane Elementary School District

2014 Developer Fee Justification Study June 2014 The following table shows the calculation of the school facility costs generated by a square foot of new commercial/industrial development for each category of development.

Table 12 BRISBANE ELEMENTARY Summary of Commercial and Industrial Uses

Type Banks Community Shopping Centers Neighborhood Shopping Centers Industrial Business Parks Industrial Parks Rental Self Storage Scientific Research & Development Lodging Standard Commercial Office Large High Rise Commercial Office Corporate Offices Medical Offices

Employees per 1,000 Sq. Ft.

Students per Employee

Students per 1,000 Sq. Ft.

Average Cost per Student

Cost per Sq. Ft.

Residential offset per Sq. Ft.

Net Cost per Sq. Ft.

2.83 1.53 2.71 3.52 1.35 0.06 3.04 1.13 4.79 4.31 2.69 4.27

0.0305 0.0305 0.0305 0.0305 0.0305 0.0305 0.0305 0.0305 0.0305 0.0305 0.0305 0.0305

0.086 0.047 0.083 0.107 0.041 0.002 0.093 0.034 0.146 0.132 0.082 0.130

$48,915 $48,915 $48,915 $48,915 $48,915 $48,915 $48,915 $48,915 $48,915 $48,915 $48,915 $48,915

$4.22 $2.28 $4.05 $5.25 $2.02 $0.09 $4.54 $1.69 $7.15 $6.43 $4.02 $6.37

$0.72 $0.39 $0.69 $0.89 $0.34 $0.02 $0.77 $0.29 $1.21 $1.09 $0.68 $1.08

$3.51 $1.90 $3.36 $4.36 $1.67 $0.07 $3.77 $1.40 $5.94 $5.34 $3.33 $5.29

*Based on 1990 SanDAG Traffic Generator Report

Page 15

Brisbane Elementary School District

2014 Developer Fee Justification Study June 2014 Net Cost per Square Foot Since the State Maximum Fee is now $0.54 for commercial/industrial construction, the District is justified in collecting the maximum fee for all categories with the exception of Rental Self Storage. The District will only be allowed to collect $0.07 per square foot of Rental Self Storage construction.

Verifying the Sufficiency of the Development Impact Education Code Section 17620 requires districts to find that fee revenues will not exceed the cost of providing school facilities to the students generated by the development paying the fees. This section shows that the fee revenues do not exceed the impact of the new development.

The total need for the school facilities shown totals $4,891,516. The amount the District would collect over the five year period at the maximum rate of $3.36 for residential and $0.54 for commercial/industrial development would be as follows:

$3.36 x 200 homes x 2,666 sq ft per home = $1,791,552 for Residential $0.54 x 2,000 sq ft per year x 5 years = $5,400 for Commercial/Industrial Total projected 5 year income: $1,796,952 The elementary district share is 60% which equals: $1,078,171 The estimated income is less than the projected needs.

Page 16

Brisbane Elementary School District

2014 Developer Fee Justification Study June 2014 District Map The following map shows the extent of the areas for which development fees are applicable to the Brisbane Elementary School District.

San San Francisco Francisco Bay Bay

011 waayy 110 ighhw Hig USS H U

vdd Bllv B oorree yysshh Baa B

Brisbane Elementary Elementary Brisbane School District District School

Page 17

Brisbane Elementary School District

2014 Developer Fee Justification Study June 2014 VI.

Conclusion

Based on the data contained in this study, it is found that a reasonable relationship exists between residential, commercial/industrial development and the need for school facilities in the Brisbane Elementary School District. The following three nexus tests required to show justification for levying fees have been met:

Burden Nexus: New residential development will generate an average of 0.5 K-8 grade students per unit. Because the District has inadequate facilities to house the students generated by new development, several improvements will be required to provide adequate school facilities.

Cost Nexus: The cost to provide new and reconstructed facilities is an average of $5.05 per square foot of residential development. Each square foot of residential development will generate $3.36 in developer fees resulting in a shortfall of $1.69 per square foot.

Benefit Nexus: The developer fees to be collected by the Brisbane Elementary School District will be used for the provision of additional and reconstructed school facilities. This will benefit the students to be generated by new development by providing them with adequate educational facilities.

The reasonable relationship identified by these findings provides the required justification for the Brisbane Elementary School District to levy the maximum fees of $3.36 per square foot for residential construction and $0.54 per square foot for commercial/industrial construction, except for Rental Self Storage facilities in which a fee of $0.07 per square foot is justified as authorized by Education Code Section 17620.

Per the District's agreement with the High School District, the elementary share of the developer fees collected is 60%. This results in a net collection rate of $2.02 per square foot for residential construction and $0.32 per square foot for commercial/industrial construction. The elementary district will be still able to collect the full fee of $0.07 per square foot for Rental Self Storage facilities.

Page 18

Brisbane Elementary School District 2014 Developer Fee Justification Study 

SAB 50-01 - Enrollment certification/Projection



Census Data



Use of Developer Fees



Site Development Costs



Index Adjustment on the Assessment for Development – State Allocation Board Meeting of January 22, 2014



Annual Adjustment to School Facility Program Grants

June 2014

A P P E N D I C E S

STATE OF CALIFORNIA

STATE ALLOCATION BOARD OFFICE OF PUBLIC SCHOOL CONSTRUCTION Page 6 of 6

ENROLLMENT CERTIFICATION/PROJECTION SAB 50-01 (REV 05/09) SCHOOL DISTRICT

FIVE DIGIT DISTRICT CODE NUMBER ( see California Public School Directory )

Brisbane Elementary

68874

COUNTY

HIGH SCHOOL ATTENDANCE AREA (HSAA) OR SUPER HSAA (if applicable )

San Mateo

Check one: ✔ Fifth-Year Enrollment Projection Tenth-Year Enrollment Projection HSAA Districts Only - Check one: Attendance Residency Residency - COS Districts Only - (Fifth Year Projection Only) Modified Weighting (Fifth-Year Projection Only) 3rd Prev. to 2nd Prev. Previous to Alternate Weighting - (Fill in boxes to the right): 2nd Prev. to Prev. Current

Part A. K-12 Pupil Data Grade K 1 2 3 4 5 6 7 8 9 10 11 12 TOTAL

7th Prev. 6th Prev. 5th Prev. 4th Prev. 3rd Prev. 2nd Prev. Previous Current 2010 / 2011 2011 / 2012 2012 / 2013 2013 / 2014 / / / /

49 62 60 61 64 59 59 65 66 0 0 0 0 545

69 48 62 62 56 58 59 55 67 0 0 0 0 536

53 70 49 59 64 54 55 58 56 0 0 0 0 518

37 50 61 50 57 60 53 53 60 0 0 0 0 481

Part G. Number of New Dwelling Units (Fifth-Year Projection Only) Part H. District Student Yield Factor (Fifth-Year Projection Only) Part I. Projected Enrollment 1. Fifth-Year Projection Enrollment/Residency - (except Special Day Class pupils) K-6

7-8

9-12

TOTAL

101

95

0

196

Special Day Class pupils only - Enrollment/Residency Elementary

Secondary

TOTAL

0 0 0

0 0 0

0 0

Non-Severe Severe

TOTAL

2. Tenth-Year Projection Enrollment/Residency - (except Special Day Class pupils) K-6

7-8

9-12

TOTAL

Special Day Class pupils only - Enrollment/Residency Elementary

Part B. Pupils Attending Schools Chartered By Another District 7th Prev. 6th Prev. 5th Prev. 4th Prev. 3rd Prev. 2nd Prev. Previous

0

0

Current

Severe

0

TOTAL

0

Part C. Continuation High School Pupils - (Districts Only) Grade 9 10 11 12 TOTAL

7th Prev. 6th Prev. 5th Prev. 4th Prev. 3rd Prev. 2nd Prev. Previous

0 0 0 0 0

0 0 0 0 0

Current

0 0 0 0 0

0 0 0 0 0

Part D. Special Day Class Pupils - (Districts or County Superintendent of Schools) Non-Severe Severe

TOTAL

Elementary

Secondary

TOTAL

0 0 0

0 0 0

0 0

Secondary

I certify, as the District Representative, that the information reported on this form and, when applicable, the High School Attendance Area Residency Reporting Worksheet attached, is true and correct and that: • I am designated as an authorized district representative by the governing board of the district. • If the district is requesting an augmentation in the enrollment projection pursuant to Regulation Section 1859.42.1 (a), the local planning commission or approval authority has approved the tentative subdivision map used for augmentation of the enrollment and the district has identified dwelling units in that map to be contracted. All subdivision maps used for augmentation of enrollment are available at the district for review by the Office of Public School Construction (OPSC). • This form is an exact duplicate (verbatim) of the form provided by the Office of Public School Construction. In the event a conflict should exist, then the language in the OPSC form will prevail.

Part E. Special Day Class Pupils - (County Superintendent of Schools Only) 7th Prev. 6th Prev. 5th Prev. 4th Prev. 3rd Prev. 2nd Prev. Previous Current 2010 / 2011 2011 / 2012 2012 / 2013 2013 / 2014 / / / /

NAME OF DISTRICT REPRESENTATIVE (PRINT OR TYPE)

SIGNATURE OF DISTRICT REPRESENTATIVE

Part F. Birth Data - (Fifth-Year Projection Only) County Birth Data Birth Data by District ZIP Codes

DATE

Estimate

TOTAL

Non-Severe

Estimate

8th Prev. 7th Prev. 6th Prev. 5th Prev. 4th Prev. 3rd Prev. 2nd Prev. Previous

Estimate

Current

E-MAIL ADDRESS

TELEPHONE NUMBER

DP04

SELECTED HOUSING CHARACTERISTICS 2008-2012 American Community Survey 5-Year Estimates

Supporting documentation on code lists, subject definitions, data accuracy, and statistical testing can be found on the American Community Survey website in the Data and Documentation section. Sample size and data quality measures (including coverage rates, allocation rates, and response rates) can be found on the American Community Survey website in the Methodology section.

Although the American Community Survey (ACS) produces population, demographic and housing unit estimates, it is the Census Bureau's Population Estimates Program that produces and disseminates the official estimates of the population for the nation, states, counties, cities and towns and estimates of housing units for states and counties.

Subject

HOUSING OCCUPANCY Total housing units Occupied housing units Vacant housing units

Brisbane Elementary School District, California Percent Margin of Estimate Margin of Error Percent Error 3,439 3,362 77

+/-164 +/-165 +/-77

3,439 97.8% 2.2%

(X) +/-2.2 +/-2.2

0.0 0.0

+/-1.6 +/-3.3

(X) (X)

(X) (X)

UNITS IN STRUCTURE Total housing units 1-unit, detached 1-unit, attached 2 units 3 or 4 units 5 to 9 units 10 to 19 units 20 or more units Mobile home Boat, RV, van, etc.

3,439 1,961 367 237 138 266 181 145 144 0

+/-164 +/-185 +/-114 +/-118 +/-78 +/-109 +/-75 +/-55 +/-70 +/-18

3,439 57.0% 10.7% 6.9% 4.0% 7.7% 5.3% 4.2% 4.2% 0.0%

(X) +/-4.9 +/-3.2 +/-3.4 +/-2.3 +/-3.1 +/-2.2 +/-1.5 +/-2.0 +/-1.1

YEAR STRUCTURE BUILT Total housing units Built 2010 or later Built 2000 to 2009 Built 1990 to 1999 Built 1980 to 1989 Built 1970 to 1979 Built 1960 to 1969 Built 1950 to 1959 Built 1940 to 1949 Built 1939 or earlier

3,439 0 399 306 644 393 796 202 397 302

+/-164 +/-18 +/-106 +/-84 +/-152 +/-108 +/-116 +/-85 +/-117 +/-106

3,439 0.0% 11.6% 8.9% 18.7% 11.4% 23.1% 5.9% 11.5% 8.8%

(X) +/-1.1 +/-2.8 +/-2.3 +/-4.3 +/-3.2 +/-3.4 +/-2.4 +/-3.4 +/-3.1

ROOMS Total housing units 1 room 2 rooms

3,439 155 137

+/-164 +/-100 +/-63

3,439 4.5% 4.0%

(X) +/-2.9 +/-1.8

Homeowner vacancy rate Rental vacancy rate

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Subject

3 rooms 4 rooms 5 rooms 6 rooms 7 rooms 8 rooms 9 rooms or more Median rooms

Brisbane Elementary School District, California Percent Margin of Estimate Margin of Error Percent Error 520 +/-147 15.1% +/-4.1 666 +/-157 19.4% +/-4.4 866 +/-181 25.2% +/-5.2 497 +/-109 14.5% +/-3.0 272 +/-84 7.9% +/-2.4 178 +/-63 5.2% +/-1.8 148 +/-55 4.3% +/-1.6 4.8 +/-0.2 (X) (X)

BEDROOMS Total housing units No bedroom 1 bedroom 2 bedrooms 3 bedrooms 4 bedrooms 5 or more bedrooms

3,439 219 431 1,258 1,045 398 88

+/-164 +/-102 +/-134 +/-173 +/-141 +/-97 +/-41

3,439 6.4% 12.5% 36.6% 30.4% 11.6% 2.6%

(X) +/-3.0 +/-3.8 +/-4.8 +/-4.0 +/-2.6 +/-1.2

HOUSING TENURE Occupied housing units Owner-occupied Renter-occupied

3,362 2,255 1,107

+/-165 +/-198 +/-185

3,362 67.1% 32.9%

(X) +/-5.1 +/-5.1

2.43 2.23

+/-0.16 +/-0.26

(X) (X)

(X) (X)

YEAR HOUSEHOLDER MOVED INTO UNIT Occupied housing units Moved in 2010 or later Moved in 2000 to 2009 Moved in 1990 to 1999 Moved in 1980 to 1989 Moved in 1970 to 1979 Moved in 1969 or earlier

3,362 363 1,810 496 308 147 238

+/-165 +/-136 +/-180 +/-102 +/-95 +/-59 +/-68

3,362 10.8% 53.8% 14.8% 9.2% 4.4% 7.1%

(X) +/-4.0 +/-4.3 +/-3.0 +/-2.8 +/-1.8 +/-2.0

VEHICLES AVAILABLE Occupied housing units No vehicles available 1 vehicle available 2 vehicles available 3 or more vehicles available

3,362 209 1,211 1,291 651

+/-165 +/-107 +/-197 +/-178 +/-142

3,362 6.2% 36.0% 38.4% 19.4%

(X) +/-3.2 +/-5.1 +/-5.5 +/-4.0

HOUSE HEATING FUEL Occupied housing units Utility gas Bottled, tank, or LP gas Electricity Fuel oil, kerosene, etc. Coal or coke Wood Solar energy Other fuel No fuel used

3,362 2,426 63 804 0 0 24 0 10 35

+/-165 +/-224 +/-41 +/-195 +/-18 +/-18 +/-30 +/-18 +/-14 +/-33

3,362 72.2% 1.9% 23.9% 0.0% 0.0% 0.7% 0.0% 0.3% 1.0%

(X) +/-5.7 +/-1.2 +/-5.7 +/-1.1 +/-1.1 +/-0.9 +/-1.1 +/-0.4 +/-1.0

SELECTED CHARACTERISTICS Occupied housing units Lacking complete plumbing facilities Lacking complete kitchen facilities No telephone service available

3,362 22 0 17

+/-165 +/-25 +/-18 +/-27

3,362 0.7% 0.0% 0.5%

(X) +/-0.7 +/-1.1 +/-0.8

Average household size of owner-occupied unit Average household size of renter-occupied unit

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Subject

OCCUPANTS PER ROOM Occupied housing units 1.00 or less 1.01 to 1.50 1.51 or more

Brisbane Elementary School District, California Percent Margin of Estimate Margin of Error Percent Error

3,362 3,251 85 26

+/-165 +/-176 +/-45 +/-28

3,362 96.7% 2.5% 0.8%

(X) +/-1.6 +/-1.3 +/-0.8

2,255 114 21 18 49 71 396 1,430 156 600,200

+/-198 +/-64 +/-24 +/-28 +/-60 +/-58 +/-118 +/-179 +/-62 +/-20,011

2,255 5.1% 0.9% 0.8% 2.2% 3.1% 17.6% 63.4% 6.9% (X)

(X) +/-2.8 +/-1.1 +/-1.2 +/-2.7 +/-2.5 +/-4.8 +/-5.7 +/-2.8 (X)

MORTGAGE STATUS Owner-occupied units Housing units with a mortgage Housing units without a mortgage

2,255 1,536 719

+/-198 +/-199 +/-129

2,255 68.1% 31.9%

(X) +/-5.5 +/-5.5

SELECTED MONTHLY OWNER COSTS (SMOC) Housing units with a mortgage Less than $300 $300 to $499 $500 to $699 $700 to $999 $1,000 to $1,499 $1,500 to $1,999 $2,000 or more Median (dollars)

1,536 0 9 17 23 97 101 1,289 3,158

+/-199 +/-18 +/-14 +/-20 +/-25 +/-71 +/-59 +/-179 +/-180

1,536 0.0% 0.6% 1.1% 1.5% 6.3% 6.6% 83.9% (X)

(X) +/-2.4 +/-0.9 +/-1.3 +/-1.6 +/-4.4 +/-3.6 +/-6.3 (X)

719 12 25 63 97 522 565

+/-129 +/-19 +/-28 +/-48 +/-48 +/-123 +/-66

719 1.7% 3.5% 8.8% 13.5% 72.6% (X)

(X) +/-2.7 +/-3.8 +/-6.3 +/-6.1 +/-10.2 (X)

1,536

+/-199

1,536

(X)

265 165 217 159 730

+/-81 +/-70 +/-92 +/-68 +/-153

17.3% 10.7% 14.1% 10.4% 47.5%

+/-5.2 +/-4.5 +/-5.2 +/-4.0 +/-8.4

0

+/-18

(X)

(X)

710

+/-128

710

(X)

252 127 58

+/-80 +/-56 +/-36

35.5% 17.9% 8.2%

+/-10.2 +/-7.1 +/-4.9

VALUE Owner-occupied units Less than $50,000 $50,000 to $99,999 $100,000 to $149,999 $150,000 to $199,999 $200,000 to $299,999 $300,000 to $499,999 $500,000 to $999,999 $1,000,000 or more Median (dollars)

Housing units without a mortgage Less than $100 $100 to $199 $200 to $299 $300 to $399 $400 or more Median (dollars) SELECTED MONTHLY OWNER COSTS AS A PERCENTAGE OF HOUSEHOLD INCOME (SMOCAPI) Housing units with a mortgage (excluding units where SMOCAPI cannot be computed) Less than 20.0 percent 20.0 to 24.9 percent 25.0 to 29.9 percent 30.0 to 34.9 percent 35.0 percent or more Not computed Housing unit without a mortgage (excluding units where SMOCAPI cannot be computed) Less than 10.0 percent 10.0 to 14.9 percent 15.0 to 19.9 percent

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Subject

20.0 to 24.9 percent 25.0 to 29.9 percent 30.0 to 34.9 percent 35.0 percent or more Not computed GROSS RENT Occupied units paying rent Less than $200 $200 to $299 $300 to $499 $500 to $749 $750 to $999 $1,000 to $1,499 $1,500 or more Median (dollars) No rent paid GROSS RENT AS A PERCENTAGE OF HOUSEHOLD INCOME (GRAPI) Occupied units paying rent (excluding units where GRAPI cannot be computed) Less than 15.0 percent 15.0 to 19.9 percent 20.0 to 24.9 percent 25.0 to 29.9 percent 30.0 to 34.9 percent 35.0 percent or more Not computed

Brisbane Elementary School District, California Percent Margin of Estimate Margin of Error Percent Error 53 +/-40 7.5% +/-5.3 58 +/-53 8.2% +/-7.6 9 +/-14 1.3% +/-2.0 153 +/-104 21.5% +/-13.6 9

+/-15

(X)

(X)

1,040 0 0 13 56 97 322 552 1,582

+/-186 +/-18 +/-18 +/-20 +/-56 +/-54 +/-127 +/-157 +/-239

1,040 0.0% 0.0% 1.3% 5.4% 9.3% 31.0% 53.1% (X)

(X) +/-3.5 +/-3.5 +/-1.9 +/-5.4 +/-5.2 +/-10.9 +/-10.8 (X)

67

+/-61

(X)

(X)

1,040

+/-186

1,040

(X)

157 134 94 76 64 515

+/-83 +/-61 +/-67 +/-52 +/-57 +/-152

15.1% 12.9% 9.0% 7.3% 6.2% 49.5%

+/-8.0 +/-5.9 +/-6.2 +/-4.8 +/-5.4 +/-10.3

67

+/-61

(X)

(X)

Data are based on a sample and are subject to sampling variability. The degree of uncertainty for an estimate arising from sampling variability is represented through the use of a margin of error. The value shown here is the 90 percent margin of error. The margin of error can be interpreted roughly as providing a 90 percent probability that the interval defined by the estimate minus the margin of error and the estimate plus the margin of error (the lower and upper confidence bounds) contains the true value. In addition to sampling variability, the ACS estimates are subject to nonsampling error (for a discussion of nonsampling variability, see Accuracy of the Data). The effect of nonsampling error is not represented in these tables.

The median gross rent excludes no cash renters. In prior years, the universe included all owner-occupied units with a mortgage. It is now restricted to include only those units where SMOCAPI is computed, that is, SMOC and household income are valid values.

In prior years, the universe included all owner-occupied units without a mortgage. It is now restricted to include only those units where SMOCAPI is computed, that is, SMOC and household income are valid values.

In prior years, the universe included all renter-occupied units. It is now restricted to include only those units where GRAPI is computed, that is, gross rent and household Income are valid values.

The 2007, 2008, 2009, 2010, 2011, and 2012 plumbing data for Puerto Rico will not be shown. Research indicates that the questions on plumbing facilities that were introduced in 2008 in the stateside American Community Survey and the 2008 Puerto Rico Community Survey may not have been appropriate for Puerto Rico. Median calculations for base table sourcing VAL, MHC, SMOC, and TAX should exclude zero values. Telephone service data are not available for certain geographic areas due to problems with data collection. See Errata Note #93 for details.

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While the 2008-2012 American Community Survey (ACS) data generally reflect the December 2009 Office of Management and Budget (OMB) definitions of metropolitan and micropolitan statistical areas; in certain instances the names, codes, and boundaries of the principal cities shown in ACS tables may differ from the OMB definitions due to differences in the effective dates of the geographic entities.

Estimates of urban and rural population, housing units, and characteristics reflect boundaries of urban areas defined based on Census 2000 data. Boundaries for urban areas have not been updated since Census 2000. As a result, data for urban and rural areas from the ACS do not necessarily reflect the results of ongoing urbanization. Source: U.S. Census Bureau, 2008-2012 American Community Survey Explanation of Symbols: 1. An '**' entry in the margin of error column indicates that either no sample observations or too few sample observations were available to compute a standard error and thus the margin of error. A statistical test is not appropriate. 2. An '-' entry in the estimate column indicates that either no sample observations or too few sample observations were available to compute an estimate, or a ratio of medians cannot be calculated because one or both of the median estimates falls in the lowest interval or upper interval of an open-ended distribution. 3. An '-' following a median estimate means the median falls in the lowest interval of an open-ended distribution. 4. An '+' following a median estimate means the median falls in the upper interval of an open-ended distribution. 5. An '***' entry in the margin of error column indicates that the median falls in the lowest interval or upper interval of an open-ended distribution. A statistical test is not appropriate. 6. An '*****' entry in the margin of error column indicates that the estimate is controlled. A statistical test for sampling variability is not appropriate. 7. An 'N' entry in the estimate and margin of error columns indicates that data for this geographic area cannot be displayed because the number of sample cases is too small. 8. An '(X)' means that the estimate is not applicable or not available.

S0802

MEANS OF TRANSPORTATION TO WORK BY SELECTED CHARACTERISTICS 2008-2012 American Community Survey 5-Year Estimates

Supporting documentation on code lists, subject definitions, data accuracy, and statistical testing can be found on the American Community Survey website in the Data and Documentation section. Sample size and data quality measures (including coverage rates, allocation rates, and response rates) can be found on the American Community Survey website in the Methodology section.

Although the American Community Survey (ACS) produces population, demographic and housing unit estimates, it is the Census Bureau's Population Estimates Program that produces and disseminates the official estimates of the population for the nation, states, counties, cities and towns and estimates of housing units for states and counties.

Subject Total

Brisbane Elementary School District, California Car, truck, or van -- drove alone

Car, truck, or van -- carpooled

Estimate 4,197

Margin of Error +/-335

Estimate 2,890

Margin of Error +/-252

2.2% 6.2% 43.5% 23.9% 11.7% 12.4%

+/-1.6 +/-2.7 +/-4.9 +/-4.0 +/-3.7 +/-3.2

1.3% 5.6% 42.3% 26.7% 10.4% 13.6%

+/-1.3 +/-2.5 +/-5.8 +/-5.3 +/-3.6 +/-4.0

5.9% 3.0% 53.6% 19.4% 11.1% 6.9%

44.2

+/-1.9

45.2

+/-1.8

39.0

SEX Male Female

52.4% 47.6%

+/-3.6 +/-3.6

53.1% 46.9%

+/-4.7 +/-4.7

39.6% 60.4%

RACE AND HISPANIC OR LATINO ORIGIN One race White Black or African American American Indian and Alaska Native Asian Native Hawaiian and Other Pacific Islander Some other race Two or more races

95.3% 51.0% 2.4% 0.0% 35.0% 0.0% 6.9% 4.7%

+/-2.3 +/-5.5 +/-1.8 +/-0.9 +/-6.1 +/-0.9 +/-3.7 +/-2.3

95.7% 52.6% 3.2% 0.0% 33.6% 0.0% 6.3% 4.3%

+/-2.4 +/-6.1 +/-2.5 +/-1.3 +/-6.4 +/-1.3 +/-4.3 +/-2.4

98.4% 36.1% 0.0% 0.0% 60.9% 0.0% 1.4% 1.6%

Hispanic or Latino origin (of any race) White alone, not Hispanic or Latino

22.2% 37.2%

+/-5.1 +/-5.0

20.2% 40.4%

+/-5.7 +/-5.9

13.4% 24.1%

NATIVITY AND CITIZENSHIP STATUS Native Foreign born Naturalized U.S. citizen Not a U.S. citizen

60.0% 40.0% 25.9% 14.1%

+/-5.3 +/-5.3 +/-4.7 +/-4.8

60.7% 39.3% 24.6% 14.7%

+/-6.3 +/-6.3 +/-5.6 +/-6.2

50.2% 49.8% 43.2% 6.6%

Workers 16 years and over AGE 16 to 19 years 20 to 24 years 25 to 44 years 45 to 54 years 55 to 59 years 60 years and over Median age (years)

1 of 7

Estimate 576

04/08/2014

Subject Total Estimate

Brisbane Elementary School District, California Car, truck, or van -- drove alone Margin of Error

Estimate

Margin of Error

Car, truck, or van -- carpooled Estimate

LANGUAGE SPOKEN AT HOME AND ABILITY TO SPEAK ENGLISH Speak language other than English Speak English "very well" Speak English less than "very well"

47.9% 32.8% 15.1%

+/-6.0 +/-5.5 +/-3.7

44.6% 30.1% 14.4%

+/-6.7 +/-5.4 +/-4.2

67.5% 43.2% 24.3%

EARNINGS IN THE PAST 12 MONTHS (IN 2012 INFLATION-ADJUSTED DOLLARS) FOR WORKERS Workers 16 years and over with earnings $1 to $9,999 or loss $10,000 to $14,999 $15,000 to $24,999 $25,000 to $34,999 $35,000 to $49,999 $50,000 to $64,999 $65,000 to $74,999 $75,000 or more

4,197 6.1% 5.8% 7.4% 13.6% 17.4% 14.3% 6.3% 29.1%

+/-335 +/-2.4 +/-3.0 +/-2.8 +/-3.9 +/-3.8 +/-3.5 +/-2.9 +/-4.9

2,890 6.5% 4.2% 9.2% 12.2% 16.2% 15.1% 8.0% 28.5%

+/-252 +/-2.9 +/-2.8 +/-3.7 +/-3.8 +/-4.0 +/-4.5 +/-3.9 +/-5.8

576 3.5% 8.5% 3.5% 15.1% 29.5% 9.2% 5.6% 25.2%

Median earnings (dollars)

49,727

+/-4,710

51,818

+/-7,182

45,577

4,197

+/-335

2,890

+/-252

576

0.5% 2.8% 96.7%

+/-0.6 +/-2.3 +/-2.4

0.8% 0.7% 98.6%

+/-0.9 +/-0.8 +/-1.2

0.0% 6.3% 93.8%

4,197

+/-335

2,890

+/-252

576

45.5%

+/-5.8

44.3%

+/-6.7

43.2%

18.0% 21.0% 7.0%

+/-4.1 +/-4.0 +/-2.7

19.6% 19.0% 8.3%

+/-4.6 +/-4.3 +/-3.4

20.3% 18.4% 5.2%

8.1%

+/-2.6

8.9%

+/-3.2

12.8%

0.3%

+/-0.4

0.0%

+/-1.3

0.0%

0.0%

+/-0.9

0.0%

+/-1.3

0.0%

6.1% 8.3% 3.9% 6.5% 9.3% 11.1%

+/-2.7 +/-3.2 +/-1.9 +/-2.9 +/-3.4 +/-2.9

6.7% 7.4% 2.6% 3.8% 11.7% 12.2%

+/-3.6 +/-2.6 +/-1.4 +/-2.1 +/-4.5 +/-3.4

3.6% 20.0% 3.5% 11.3% 4.5% 6.8%

14.4%

+/-3.6

13.8%

+/-4.0

7.1%

22.9%

+/-4.0

24.0%

+/-5.0

27.1%

8.1%

+/-2.6

7.3%

+/-3.4

14.1%

3.0% 6.2% 0.3%

+/-1.6 +/-2.4 +/-0.4

4.0% 6.3% 0.0%

+/-2.3 +/-2.8 +/-1.3

2.1% 0.0% 0.0%

70.1% 19.2%

+/-4.6 +/-4.0

67.9% 21.4%

+/-6.1 +/-5.5

84.2% 6.6%

POVERTY STATUS IN THE PAST 12 MONTHS Workers 16 years and over for whom poverty status is determined Below 100 percent of the poverty level 100 to 149 percent of the poverty level At or above 150 percent of the poverty level Workers 16 years and over OCCUPATION Management, business, science, and arts occupations Service occupations Sales and office occupations Natural resources, construction, and maintenance occupations Production, transportation, and material moving occupations Military specific occupations INDUSTRY Agriculture, forestry, fishing and hunting, and mining Construction Manufacturing Wholesale trade Retail trade Transportation and warehousing, and utilities Information and finance and insurance, and real estate and rental and leasing Professional, scientific, management, and administrative and waste management services Educational services, and health care and social assistance Arts, entertainment, and recreation, and accommodation and food services Other services (except public administration) Public administration Armed forces CLASS OF WORKER Private wage and salary workers Government workers

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Subject Total

Brisbane Elementary School District, California Car, truck, or van -- drove alone

Car, truck, or van -- carpooled

Estimate 10.7%

Margin of Error +/-3.0

Estimate 10.7%

Margin of Error +/-4.0

Estimate 9.2%

0.0%

+/-0.9

0.0%

+/-1.3

0.0%

99.4% 42.5% 56.9% 0.6%

+/-0.7 +/-5.6 +/-5.7 +/-0.7

99.5% 46.5% 53.0% 0.5%

+/-0.8 +/-6.7 +/-6.8 +/-0.8

97.9% 26.7% 71.2% 2.1%

4,090

+/-332

2,890

+/-252

576

TIME LEAVING HOME TO GO TO WORK 12:00 a.m. to 4:59 a.m. 5:00 a.m. to 5:29 a.m. 5:30 a.m. to 5:59 a.m. 6:00 a.m. to 6:29 a.m. 6:30 a.m. to 6:59 a.m. 7:00 a.m. to 7:29 a.m. 7:30 a.m. to 7:59 a.m. 8:00 a.m. to 8:29 a.m. 8:30 a.m. to 8:59 a.m. 9:00 a.m. to 11:59 p.m.

2.8% 1.3% 2.3% 6.6% 6.6% 19.3% 16.8% 15.1% 4.8% 24.4%

+/-1.7 +/-1.0 +/-1.7 +/-2.5 +/-2.8 +/-4.4 +/-4.2 +/-3.7 +/-3.0 +/-4.6

4.0% 1.8% 2.5% 4.6% 5.3% 17.6% 17.2% 17.9% 3.9% 25.3%

+/-2.4 +/-1.5 +/-2.0 +/-2.5 +/-2.3 +/-5.2 +/-4.4 +/-4.7 +/-3.2 +/-5.4

0.0% 0.0% 1.4% 12.7% 16.1% 26.2% 18.6% 3.8% 1.7% 19.4%

TRAVEL TIME TO WORK Less than 10 minutes 10 to 14 minutes 15 to 19 minutes 20 to 24 minutes 25 to 29 minutes 30 to 34 minutes 35 to 44 minutes 45 to 59 minutes 60 or more minutes Mean travel time to work (minutes)

10.8% 12.7% 18.8% 14.4% 4.9% 17.6% 8.2% 6.4% 6.2% 24.7

+/-3.7 +/-4.2 +/-4.3 +/-3.4 +/-1.9 +/-5.0 +/-2.6 +/-2.1 +/-2.6 +/-1.8

10.6% 13.4% 21.1% 15.7% 3.9% 15.6% 8.9% 5.1% 5.7% 23.4

+/-3.5 +/-5.4 +/-5.7 +/-4.1 +/-1.7 +/-5.1 +/-2.8 +/-2.0 +/-3.2 +/-1.9

18.1% 13.0% 15.1% 16.1% 10.8% 19.8% 2.1% 3.0% 2.1% 23.1

Self-employed workers in own not incorporated business Unpaid family workers PLACE OF WORK Worked in state of residence Worked in county of residence Worked outside county of residence Worked outside state of residence Workers 16 years and over who did not work at home

Workers 16 years and over in households HOUSING TENURE Owner-occupied housing units Renter-occupied housing units

4,197

+/-335

2,890

+/-252

576

68.9% 31.1%

+/-6.0 +/-6.0

71.0% 29.0%

+/-6.5 +/-6.5

67.2% 32.8%

VEHICLES AVAILABLE No vehicle available 1 vehicle available 2 vehicles available 3 or more vehicles available

3.9% 23.4% 41.1% 31.7%

+/-2.8 +/-5.4 +/-6.9 +/-6.3

3.1% 22.2% 43.2% 31.6%

+/-2.9 +/-5.8 +/-8.4 +/-7.5

0.0% 17.9% 35.4% 46.7%

PERCENT IMPUTED Means of transportation to work Time leaving home to go to work Travel time to work Vehicles available

5.4% 12.9% 7.3% 0.4%

(X) (X) (X) (X)

(X) (X) (X) (X)

(X) (X) (X) (X)

(X) (X) (X) (X)

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Subject

Brisbane Elementary School District, California Car, truck, or van Public transportation (excluding -- carpooled taxicab)

350

Margin of Error +/-120

+/-8.1 +/-4.9 +/-13.8 +/-11.3 +/-7.3 +/-6.9

0.0% 5.4% 54.3% 24.3% 2.6% 13.4%

+/-10.2 +/-6.2 +/-18.3 +/-14.3 +/-3.9 +/-10.1

Median age (years)

+/-5.1

42.6

+/-2.9

SEX Male Female

+/-8.9 +/-8.9

57.7% 42.3%

+/-18.9 +/-18.9

RACE AND HISPANIC OR LATINO ORIGIN One race White Black or African American American Indian and Alaska Native Asian Native Hawaiian and Other Pacific Islander Some other race Two or more races

+/-2.4 +/-17.8 +/-6.3 +/-6.3 +/-17.8 +/-6.3 +/-2.4 +/-2.4

84.9% 44.3% 2.6% 0.0% 30.9% 0.0% 7.1% 15.1%

+/-14.8 +/-17.7 +/-3.9 +/-10.2 +/-16.4 +/-10.2 +/-11.2 +/-14.8

Hispanic or Latino origin (of any race) White alone, not Hispanic or Latino

+/-10.1 +/-10.9

21.7% 32.6%

+/-14.7 +/-17.1

NATIVITY AND CITIZENSHIP STATUS Native Foreign born Naturalized U.S. citizen Not a U.S. citizen

+/-16.9 +/-16.9 +/-16.7 +/-6.2

52.3% 47.7% 25.4% 22.3%

+/-19.3 +/-19.3 +/-13.7 +/-16.0

LANGUAGE SPOKEN AT HOME AND ABILITY TO SPEAK ENGLISH Speak language other than English Speak English "very well" Speak English less than "very well"

+/-15.8 +/-17.5 +/-13.3

55.7% 33.7% 22.0%

+/-20.5 +/-17.3 +/-13.3

EARNINGS IN THE PAST 12 MONTHS (IN 2012 INFLATION-ADJUSTED DOLLARS) FOR WORKERS Workers 16 years and over with earnings $1 to $9,999 or loss $10,000 to $14,999 $15,000 to $24,999 $25,000 to $34,999 $35,000 to $49,999 $50,000 to $64,999 $65,000 to $74,999 $75,000 or more

+/-227 +/-4.4 +/-8.2 +/-5.6 +/-7.4 +/-10.1 +/-6.7 +/-5.2 +/-9.3

350 5.4% 5.7% 7.1% 21.1% 11.4% 20.9% 0.0% 28.3%

+/-120 +/-6.2 +/-7.3 +/-7.4 +/-16.4 +/-9.2 +/-14.1 +/-10.2 +/-17.7

+/-7,924

47,125

+/-19,156

+/-227

350

+/-120

+/-6.3 +/-6.0

0.0% 3.1%

+/-10.2 +/-5.2

Workers 16 years and over AGE 16 to 19 years 20 to 24 years 25 to 44 years 45 to 54 years 55 to 59 years 60 years and over

Median earnings (dollars) POVERTY STATUS IN THE PAST 12 MONTHS Workers 16 years and over for whom poverty status is determined Below 100 percent of the poverty level 100 to 149 percent of the poverty level 4 of 7

Margin of Error +/-227

Estimate

04/08/2014

Subject

Brisbane Elementary School District, California Car, truck, or van Public transportation (excluding -- carpooled taxicab) Margin of Error +/-6.0

Estimate 96.9%

Margin of Error +/-5.2

+/-227

350

+/-120

+/-11.6

44.9%

+/-18.2

+/-12.1 +/-8.9 +/-5.1

13.4% 34.6% 7.1%

+/-12.1 +/-18.3 +/-11.2

+/-9.1

0.0%

+/-10.2

+/-6.3

0.0%

+/-10.2

+/-6.3

0.0%

+/-10.2

+/-4.1 +/-14.8 +/-4.1 +/-8.9 +/-4.3 +/-5.6

7.1% 2.9% 9.7% 6.3% 2.6% 20.6%

+/-11.2 +/-4.7 +/-13.3 +/-7.3 +/-4.4 +/-15.4

+/-7.5

22.6%

+/-15.9

+/-10.6

12.0%

+/-9.8

+/-8.6

4.9%

+/-8.1

+/-3.2 +/-6.3 +/-6.3

0.0% 11.4% 0.0%

+/-10.2 +/-8.5 +/-10.2

+/-9.8 +/-6.8 +/-6.9

84.6% 11.4% 4.0%

+/-9.7 +/-8.5 +/-5.1

+/-6.3

0.0%

+/-10.2

PLACE OF WORK Worked in state of residence Worked in county of residence Worked outside county of residence Worked outside state of residence

+/-3.3 +/-15.3 +/-15.3 +/-3.3

100.0% 22.3% 77.7% 0.0%

+/-10.2 +/-14.7 +/-14.7 +/-10.2

Workers 16 years and over who did not work at home

+/-227

350

+/-120

TIME LEAVING HOME TO GO TO WORK 12:00 a.m. to 4:59 a.m. 5:00 a.m. to 5:29 a.m. 5:30 a.m. to 5:59 a.m. 6:00 a.m. to 6:29 a.m. 6:30 a.m. to 6:59 a.m. 7:00 a.m. to 7:29 a.m. 7:30 a.m. to 7:59 a.m. 8:00 a.m. to 8:29 a.m. 8:30 a.m. to 8:59 a.m. 9:00 a.m. to 11:59 p.m.

+/-6.3 +/-6.3 +/-2.8 +/-10.6 +/-14.6 +/-13.3 +/-15.1 +/-4.2 +/-2.5 +/-12.3

0.0% 0.0% 4.3% 15.1% 2.6% 22.0% 18.0% 15.1% 0.0% 22.9%

+/-10.2 +/-10.2 +/-6.9 +/-13.7 +/-4.0 +/-13.8 +/-15.1 +/-13.1 +/-10.2 +/-15.1

At or above 150 percent of the poverty level Workers 16 years and over OCCUPATION Management, business, science, and arts occupations Service occupations Sales and office occupations Natural resources, construction, and maintenance occupations Production, transportation, and material moving occupations Military specific occupations INDUSTRY Agriculture, forestry, fishing and hunting, and mining Construction Manufacturing Wholesale trade Retail trade Transportation and warehousing, and utilities Information and finance and insurance, and real estate and rental and leasing Professional, scientific, management, and administrative and waste management services Educational services, and health care and social assistance Arts, entertainment, and recreation, and accommodation and food services Other services (except public administration) Public administration Armed forces CLASS OF WORKER Private wage and salary workers Government workers Self-employed workers in own not incorporated business Unpaid family workers

TRAVEL TIME TO WORK

5 of 7

04/08/2014

Subject

Less than 10 minutes 10 to 14 minutes 15 to 19 minutes 20 to 24 minutes 25 to 29 minutes 30 to 34 minutes 35 to 44 minutes 45 to 59 minutes 60 or more minutes Mean travel time to work (minutes)

Brisbane Elementary School District, California Car, truck, or van Public transportation (excluding -- carpooled taxicab) Margin of Error +/-16.0 +/-10.1 +/-9.3 +/-7.8 +/-8.2 +/-10.1 +/-3.2 +/-3.7 +/-3.3 +/-7.4

Estimate 0.0% 7.1% 3.1% 2.9% 7.4% 24.9% 18.9% 16.3% 19.4% 39.5

Margin of Error +/-10.2 +/-11.2 +/-4.9 +/-4.5 +/-9.4 +/-17.4 +/-14.8 +/-11.3 +/-12.2 +/-6.9

Workers 16 years and over in households HOUSING TENURE Owner-occupied housing units Renter-occupied housing units

+/-227

350

+/-120

+/-17.9 +/-17.9

49.4% 50.6%

+/-18.2 +/-18.2

VEHICLES AVAILABLE No vehicle available 1 vehicle available 2 vehicles available 3 or more vehicles available

+/-6.3 +/-14.9 +/-14.7 +/-14.2

3.1% 55.4% 25.4% 16.0%

+/-5.1 +/-17.1 +/-15.4 +/-11.2

(X) (X) (X) (X)

(X) (X) (X) (X)

(X) (X) (X) (X)

PERCENT IMPUTED Means of transportation to work Time leaving home to go to work Travel time to work Vehicles available

Data are based on a sample and are subject to sampling variability. The degree of uncertainty for an estimate arising from sampling variability is represented through the use of a margin of error. The value shown here is the 90 percent margin of error. The margin of error can be interpreted roughly as providing a 90 percent probability that the interval defined by the estimate minus the margin of error and the estimate plus the margin of error (the lower and upper confidence bounds) contains the true value. In addition to sampling variability, the ACS estimates are subject to nonsampling error (for a discussion of nonsampling variability, see Accuracy of the Data). The effect of nonsampling error is not represented in these tables.

Foreign born excludes people born outside the United States to a parent who is a U.S. citizen. Workers include members of the Armed Forces and civilians who were at work last week. Industry codes are 4-digit codes and are based on the North American Industry Classification System 2007. The Industry categories adhere to the guidelines issued in Clarification Memorandum No. 2, "NAICS Alternate Aggregation Structure for Use By U.S. Statistical Agencies," issued by the Office of Management and Budget. While the 2008-2012 American Community Survey (ACS) data generally reflect the December 2009 Office of Management and Budget (OMB) definitions of metropolitan and micropolitan statistical areas; in certain instances the names, codes, and boundaries of the principal cities shown in ACS tables may differ from the OMB definitions due to differences in the effective dates of the geographic entities.

Estimates of urban and rural population, housing units, and characteristics reflect boundaries of urban areas defined based on Census 2000 data. Boundaries for urban areas have not been updated since Census 2000. As a result, data for urban and rural areas from the ACS do not necessarily reflect the results of ongoing urbanization. Source: U.S. Census Bureau, 2008-2012 American Community Survey Explanation of Symbols: 1. An '**' entry in the margin of error column indicates that either no sample observations or too few sample observations were available to compute a standard error and thus the margin of error. A statistical test is not appropriate. 6 of 7

04/08/2014

2. An '-' entry in the estimate column indicates that either no sample observations or too few sample observations were available to compute an estimate, or a ratio of medians cannot be calculated because one or both of the median estimates falls in the lowest interval or upper interval of an open-ended distribution. 3. An '-' following a median estimate means the median falls in the lowest interval of an open-ended distribution. 4. An '+' following a median estimate means the median falls in the upper interval of an open-ended distribution. 5. An '***' entry in the margin of error column indicates that the median falls in the lowest interval or upper interval of an open-ended distribution. A statistical test is not appropriate. 6. An '*****' entry in the margin of error column indicates that the estimate is controlled. A statistical test for sampling variability is not appropriate. 7. An 'N' entry in the estimate and margin of error columns indicates that data for this geographic area cannot be displayed because the number of sample cases is too small. 8. An '(X)' means that the estimate is not applicable or not available.

SchoolWorks, Inc. 6815 Fair Oaks Boulevard, Suite 3 Carmichael, CA 95608 916.733.0402 916.733.0404 Fax

Use of Developer Fees: A School District can use the revenue collected on residential and commercial/industrial construction for the purposes listed below:   

  

Purchase or lease of interim school facilities to house students generated by new development pending the construction of permanent facilities. Purchase or lease of land for school facilities for such students. Acquisition of school facilities for such students, including: o Construction o Modernization/reconstruction o Architectural and engineering costs o Permits and plan checking o Testing and inspection o Furniture, Equipment and Technology for use in school facilities Legal and other administrative costs related to the provision of such new facilities Administration of the collection of, and justification for, such fees, and Any other purpose arising from the process of providing facilities for students generated by new development.

Following is an excerpt from the Education Code that states the valid uses of the Level 1 developer fees. It refers to construction and reconstruction. The term reconstruction was originally used in the Leroy Greene program. The term modernization is currently used in the 1998 State Building Program and represents the same scope of work used in the original reconstruction projects. Ed Code Section 17620. (a) (1) The governing board of any school district is authorized to levy a fee, charge, dedication, or other requirement against any construction within the boundaries of the district, for the purpose of funding the construction or reconstruction of school facilities, subject to any limitations set forth in Chapter 4.9 (commencing with Section 65995) of Division 1 of Title 7 of the Government Code. This fee, charge, dedication, or other requirement may be applied to construction only as follows: … The limitations referred to in this text describe the maximum amounts that can be charged for residential and commercial/industrial projects and any projects that qualify for exemptions. They do not limit the use of the funds received.

SchoolWorks, Inc.

6815 Fair Oaks Boulevard, Suite 3 Carmichael, CA 95608 916.733.0402 916.733.0404 Fax Determination of Average State allowed amounts for Site Development Costs Elementary Schools District Project # Davis Jt Unified 3 Dry Creek Jt Elem 2 Dry Creek Jt Elem 5 Elk Grove Unified 5 Elk Grove Unified 10 Elk Grove Unified 11 Elk Grove Unified 14 Elk Grove Unified 16 Elk Grove Unified 17 Elk Grove Unified 20 Elk Grove Unified 25 Elk Grove Unified 28 Elk Grove Unified 39 Folsom-Cordova Unified 1 Folsom-Cordova Unified 4 Folsom-Cordova Unified 5 Folsom-Cordova Unified 8 Galt Jt Union Elem 2 Lincoln Unified 1 Lodi Unified 3 Lodi Unified 10 Lodi Unified 19 Lodi Unified 22 Natomas Unified 6 Natomas Unified 10 Natomas Unified 12 Rocklin Unified 8 Stockton Unified 1 Stockton Unified 2 Stockton Unified 6 Trac y Jt Unified 4 Trac y Jt Unified 10 Washington Unified 1 Washington Unified 4

Acres 9.05 8.5 11.06 12.17 11 10 10 9.86 10 10 10 10.03 9.91 9.79 7.5 8 8.97 10.1 9.39 11.2 11.42 9.93 10 8.53 9.83 9.61 10.91 12.66 10.5 12.48 10 10 8 10.76

Totals

341.16

Middle and High Schools District Project # Western Placer Unified 4 Roseville City Elem 2 Elk Grove Unified 4 Elk Grove Unified 13 Elk Grove Unified 18 Grant Jt Union High 2 Center Unified 1 Lodi Unified 2 Lodi Unified 6 Galt Jt Union Elem 1 Tahoe Truckee Unified 2 Davis Unified 5 Woodland Unified 3 Sac ramento City Unified 1 Lodi Unified 4 Stockton Unified 3 Natomas Unified 11 Rocklin Unified 11 Totals Middle Schools: High Schools:

Acres 19.3 21.6 66.2 76.4 84.3 24 21.2 13.4 13.4 24.9 24 23.3 50.2 35.2 47 49.1 38.7 47.1 679.3 260.7 418.6

Original OPSC Site Development $532,282 $516,347 $993,868 $556,011 $690,120 $702,127 $732,837 $570,198 $542,662 $710,730 $645,923 $856,468 $1,007,695 $816,196 $455,908 $544,213 $928,197 $1,033,044 $433,498 $555,999 $1,245,492 $999,164 $1,416,212 $685,284 $618,251 $735,211 $593,056 $1,462,232 $781,675 $1,136,704 $618,254 $573,006 $446,161 $979,085

Original OPSC Site Development $5,973,312 $1,780,588 $8,659,494 $9,791,732 $13,274,562 $2,183,840 $1,944,310 $1,076,844 $2,002,164 $2,711,360 $2,752,632 $3,814,302 $8,664,700 $4,813,386 $7,652,176 $8,959,088 $3,017,002 $11,101,088

Inflation Factor 38.4% 46.2% 20.1% 48.2% 48.2% 48.2% 46.2% 46.2% 46.2% 43.2% 38.4% 24.4% 20.1% 20.1% 46.2% 46.2% 11.2% 38.4% 46.2% 46.2% 46.2% 11.2% 7.7% 46.2% 43.2% 24.4% 46.2% 7.7% 43.2% 20.1% 46.2% 38.4% 46.2% 7.7%

Inflation Factor 24.4% 48.2% 48.2% 48.2% 43.2% 48.2% 46.2% 46.2% 46.2% 46.2% 43.2% 43.2% 46.2% 46.2% 46.2% 43.2% 38.4% 24.4%

2009 Adjusted Site Project Development Year $1,473,469 2004 $1,509,322 2002 $2,387,568 2006 $1,648,316 2001 $2,045,888 2001 $2,081,483 2001 $2,142,139 2002 $1,666,733 2002 $1,586,243 2002 $2,034,830 2003 $1,788,052 2004 $2,130,974 2005 $2,420,785 2006 $1,960,747 2006 $1,332,654 2002 $1,590,776 2002 $2,063,757 2007 $2,859,685 2004 $1,267,148 2002 $1,625,228 2002 $3,640,669 2002 $2,221,545 2007 $3,051,426 2008 $2,003,138 2002 $1,770,061 2003 $1,829,275 2005 $1,733,548 2002 $3,150,582 2008 $2,237,946 2003 $2,730,703 2006 $1,807,204 2002 $1,586,202 2004 $1,304,163 2002 $2,109,575 2008

2009 Cost/Acre $162,814 $177,567 $215,874 $135,441 $185,990 $208,148 $214,214 $169,040 $158,624 $203,483 $178,805 $212,460 $244,277 $200,281 $177,687 $198,847 $230,073 $283,137 $134,947 $145,110 $318,798 $223,721 $305,143 $234,834 $180,067 $190,351 $158,895 $248,861 $213,138 $218,806 $180,720 $158,620 $163,020 $196,057

$68,791,833

Average

$201,641

2014 Adjustment $213,492

2009 Adjusted Site Development $7,431,085 $2,639,311 $12,835,704 $14,513,986 $19,002,626 $3,237,039 $2,841,684 $1,573,849 $2,926,240 $3,962,757 $3,940,412 $5,460,199 $12,663,792 $7,034,949 $11,183,950 $12,824,996 $4,175,850 $13,810,282 $142,058,711 $49,447,897 $92,610,814

Project Year 2005 2000 2000 2001 2003 2000 2002 2002 2002 2002 2003 2003 2002 2002 2002 2003 2004 2005 Average Middle High

2009 Cost/Acre $385,030 $122,190 $193,893 $189,974 $225,417 $134,877 $134,042 $117,451 $218,376 $159,147 $164,184 $234,343 $252,267 $199,856 $237,956 $261,202 $107,903 $293,212 $209,125 $189,704 $221,217

2014 Adjustment $200,854 $234,219

REPORT OF THE EXECUTIVE OFFICER State Allocation Board Meeting, January 22, 2014 INDEX ADJUSTMENT ON THE ASSESSMENT FOR DEVELOPMENT PURPOSE OF REPORT To report the index adjustment on the assessment for development which may be levied pursuant to Education Code Section 17620. DESCRIPTION The law requires the maximum assessment for development be adjusted every two years by the change in the Class B construction cost index, as determined by the State Allocation Board (Board) at its January meeting. This item requests that the Board make the adjustment it considers appropriate. AUTHORITY Education Code Section 17620(a)(1) states the following: “The governing board of any school district is authorized to levy a fee, charge, dedication, or other requirement against any construction within the boundaries of the district, for the purpose of funding the construction or reconstruction of school facilities, subject to any limitations set forth in Chapter 4.9 (commencing with Section 65995) of Division 1 of Title 7 of the Government Code.” Government Code Section 65995(b)(3) states the following: “The amount of the limits set forth in paragraphs (1) and (2) shall be increased in 2000, and every two years thereafter, according to the adjustment for inflation set forth in the statewide cost index for class B construction, as determined by the State Allocation Board at its January meeting, which increase shall be effective as of the date of that meeting.” BACKGROUND There are three levels that may be levied for developer’s fees. The fees are levied on a per-square foot basis. The lowest fee, Level I, is assessed if the district conducts a Justification Study that establishes the connection between the development coming into the district and the assessment of fees to pay for the cost of the facilities needed to house future students. The Level II fee is assessed if a district makes a timely application to the Board for new construction funding, conducts a School Facility Needs Analysis pursuant to Government Code Section 65995.6, and satisfies at least two of the requirements listed in Government Code Section 65995.5(b)(3). The Level III fee is assessed when State bond funds are exhausted; the district may impose a developer’s fee up to 100 percent of the School Facility Program new construction project cost. In 2010, the Board did not adjust the fee because the Class B construction index had decreased, which kept it at the 2008 rate of $2.97 per square foot for Residential and $.47 per square foot for Commercial/ Industrial. In 2012, the Board approved an increase based on the change in the Class B construction index according to the Marshall & Swift (M&S) Eight California Cities Index.

(Continued on Page Two)

15

SAB 01-22-14 Page Two STAFF ANALYSIS/STATEMENTS The assessment for development fees for 2008, 2010, 2012 and 2014 are shown below for information. According to the M&S Eight California Cities Index and Ten Western States Index and the Lee Saylor Index, the cost index for Class B construction increased by 4.93, 5.38 and 2.13 percent respectively during the period of January 2012 through December 2013, requiring the assessment for development fees to be adjusted as follows beginning January 2014: Eight California Cities Index Maximum Level I Assessment Per Square Foot

Residential Commercial/Industrial

2008

2010

2012

2014

$2.97 $0.47

$2.96 $0.47

$3.20 $0.51

$3.36 $0.54

Ten Western States Index Maximum Level I Assessment Per Square Foot

Residential Commercial/Industrial

2008

2010

2012

2014

$2.97 $0.47

$3.00 $0.47

$3.20 $0.50

$3.37 $0.53

Lee Saylor Index Maximum Level I Assessment Per Square Foot

Residential Commercial/Industrial

2008

2010

2012

2014

$2.86 $0.46

$2.98 $0.48

$3.14 $0.51

$3.21 $0.52

The M&S Eight California Cities Index fits most appropriately for the construction projects in California. Additionally, it will provide more assessment collection to school districts than the alternate indices. RECOMMENDATION Increase the 2014 maximum Level I assessment for development in the amount of 4.93 percent using the M&S Eight California Cities Index to be effective immediately.

16

ANNUAL ADJUSTMENT TO SCHOOL FACILITY PROGRAM GRANTS January 2014 Grant Amount Adjustments New Construction / Modernization / Joint-Use

Regulation Section 1859.72 1859.73.2 1859.77.3 1859.82 1859.125 1859.125.1 1859.72 1859.73.2 1859.82 1859.125 1859.125.1

Therapy/Multipurpose Room/Other (per square foot)

Toilet Facilities (per square foot)

Current Adjusted Grant Per Pupil Effective 1-1-13

Current Adjusted Grant Per Pupil Effective 1-1-14

$159

$162

$287

$292

New Construction Only Parking Spaces

1859.76

$12,399

$12,615

General Site Grant (per acre for additional acreage being acquired)

1859.76

$15,846

$16,122

1859.73.1

$5,884

$5,986

Two-stop Elevator

1859.83

$99,172

$100,898

Additional Stop

1859.83

$17,849

$18,160

1859.78.2

$3,135

$3,190

Project Assistance (for school district with less than 2,500 pupils) Modernization Only

Project Assistance (for school district with less than 2,500 pupils) Facility Hardship / Rehabilitation Current Replacement Cost - Other (per square foot)

1859.2

$317

$323

Current Replacement Cost - Toilets (per square foot)

1859.2

$572

$582

Interim Housing – Financial Hardship (per classroom)

1859.81

$32,680

$33,249

Charter School Facilities Program - Preliminary Apportionment Amounts 1859.163.1

$9,244

$9,405

Charter School Middle

1859.163.1

$9,786

$9,956

Charter School High

1859.163.1

$12,781

$13,003

Charter School Special Day Class - Severe

1859.163.1

$29,454

$29,966

Charter School Special Day Class - Non-Severe

1859.163.1

$19,696

$20,039

Charter School Elementary

(Continued on Page Three)

21

ANNUAL ADJUSTMENT TO SCHOOL FACILITY PROGRAM GRANTS January 2014 New School Adjustments (Regulation Section 1859.83) Classrooms in Project

Elementary Elementary Alternative Alternative Middle School Middle School High School High School School School Education New Education New Adjusted Grant Adjusted Grant Adjusted Grant Adjusted Grant Adjusted Grant Adjusted Grant School School Effective 1-1-13

Effective 1-1-14

Effective 1-1-13

Effective 1-1-14

Effective 1-1-13

Effective 1-1-14

Effective 1-1-13

Effective 1-1-14

1

$264,460

$269,062

$1,114,044

$1,133,428

$2,423,123

$2,465,285

$718,508

$731,010

2

$623,137

$633,980

$1,249,578

$1,271,321

$2,520,645

$2,564,504

$871,730

$886,898

3

$935,530

$951,808

$1,388,420

$1,412,579

$3,115,685

$3,169,898

$1,523,891

$1,550,407

4

$1,185,117

$1,205,738

$1,540,486

$1,567,290

$3,644,604

$3,708,020

$1,714,451

$1,744,282

5

$1,391,725

$1,415,941

$1,699,162

$1,728,727

$4,013,198

$4,083,028

$1,905,013

$1,938,160

6

$1,687,595

$1,716,959

$1,859,494

$1,891,849

$4,381,790

$4,458,033

$2,095,575

$2,132,038

7

$1,986,766

$2,021,336

$2,019,821

$2,054,966

$4,750,381

$4,833,038

$2,286,133

$2,325,912

8

$2,216,516

$2,255,083

$2,195,029

$2,233,223

$5,034,679

$5,122,282

$2,486,214

$2,529,474

9

$2,216,516

$2,255,083

$2,380,150

$2,421,565

$5,262,773

$5,354,345

$2,692,841

$2,739,696

10

$2,606,594

$2,651,949

$2,566,926

$2,611,591

$5,489,223

$5,584,735

$2,899,467

$2,949,918

11

$2,606,594

$2,651,949

$2,753,701

$2,801,615

$5,717,316

$5,816,797

$3,701,281

$3,765,683

12

$2,743,784

$2,791,526

$5,925,581

$6,028,686

$3,907,906

$3,975,904

13

$6,130,536

$6,237,207

$4,114,535

$4,186,128

14

$6,335,495

$6,445,733

$4,321,162

$4,396,350

15

$6,542,109

$6,655,942

$4,527,787

$4,606,570

16

$6,747,062

$6,864,461

$4,734,414

$4,816,793

17

$6,953,674

$7,074,668

$4,941,041

$5,027,015

18

$7,158,631

$7,283,191

$5,147,669

$5,237,238

19

$7,363,588

$7,491,714

$5,354,295

$5,447,460

20

$7,570,197

$7,701,918

$5,560,921

$5,657,681

21

$7,775,158

$7,910,446

$5,767,697

$5,868,055

22

$7,980,114

$8,118,968

$5,974,325

$6,078,278

23

$6,180,952

$6,288,501

24

$6,387,578

$6,498,722

25

$6,594,202

$6,708,941

26

$6,800,834

$6,919,169

27

$7,007,459

$7,129,389

21a