October 15-17, 2003
DIF Roundtable
The Chula Vista Model
Overview
Fully integrated with the Land Use
entitlement process
Eight (8) fee programs -$400 million
Large scale developments allow for
equitable cost distribution
Entitlement Process
Tied to DIFs
GMOC
Thresholds established
EIR
NEXUS
GDP
TIMING
SPA
PFFP
FINANCING
TM/FM
Fees w/ Building Permit Fees Collected
Growth Management
General
Development Plan
SPA Plan / Public
Facility Financing Plan
Threshold
Standards
Ensure compliance at
buildout
Ensure compliance at each
phase of development
Conformance with
City thresholds
Public
Facilities
Requirements
Determine buildout
requirements -designate project
phasing
Identify facilities needed at
each phase of development
Require construction
of City facilities when
needed
Facility
Financing
Identify financing
options
Identify facility costs,
developer share, and
financing methods
Ensure City finance
mechanisms set up
prior to development
Tentative Map
Public Facilities Financing
Entitlement Requirement
Needs assessment (new & existing facilities)
 Site future facilities
 Estimate costs
 Phasing and timing
 DIFs are one option for financing

Chula Vista DIF Programs
DIF Programs
Transportation
Public Facilities
Pedestrian Bridges
SR125
Sewers & Drainage
$
$
$
$
$
Budget
223,000,000
112,000,000
3,000,000
25,000,000
33,000,000
396,000,000
Residential Developers’
Fee Allocation
INFRASTRUCTURE
Other
PUBLIC
FACILITIES
PARKS
SCHOOLS
Considerations
TDIF is in developing areas
Large landholdings by developers
 Excludes
r/w costs
 Can finance large projects
Fees increase housing costs ~~ improve
quality of life
TDIF Elements
$223 million budget
Most facilities developer-built
Timing ~~ an entitlement requirement
Developers hold credits or pay cash
Extensive audit program
TDIF 1999-2003
Average construction rate
>$1 million per month
15 completed major roadways: $ 50.3 m
9 current projects: $41 m
Process
Detailed cost estimates
Extensive land use inventory
Precise basis for exaction
Frequent updates is a KEY
Credit accounting essential
Economic Incentives Credits
Funding from outside sources
TDIF credit options

City Council “grants” credits to projects
OR

Outside funding reduces TDIF budget
San Miguel
Ranch
San Miguel Ranch
S
Rolling Hills
Ranch
Rancho
Del Rey
Sunbow
Master Planned Communities
Eastlake
Otay
Ranch
Infrastructure Districts
DISTRICT
PROJECT
BOND SALE
DEVELOPER
AD 97-2
Otay Ranch SPA 1
$12,400,000
Otay Ranch Company
CFD 97-3
Otay Ranch SPA 1
$11,800,000
McMillin Homes
CFD 99-1
O. R.. SPA 1Olympic Parkway/Poggi Canyon Channel
$42,000,000
Otay Ranch Company
CFD 2000-1
Sunbow II
$7,400,000
Ayers Land Co.
CFD 2001-1
San Miguel Ranch
$14,100,000
Trimark-Pacific Homes
CFD 2001-2
O.R Village 6
$9,800,000
McMillin Homes
CFD 08I
O.R Village 6
$21,190,000
Otay Ranch Co.
CFD 07I
Otay Ranch Village 11(proposed)
$38,000,000
Brookfield Shea
CFD 06I
Eastlake Woods, Vistas
$15,000,000
Eastlake
Total
$171,690,000
Residential Units Permitted
2500
2000
1500
SF
1000
MF
500
*
3
00
2
2
2
00
1
2
00
0
2
00
9
1
99
8
1
99
7
1
99
6
1
99
5
1
99
4
1
99
3
99
1
1
99
2
0
Establishing Nexus
Legal aspects
Existing City standards
Impacts from new development
Development’s share
The City’s share
PFDIF Components
$112 million
Civic Center Exp
Police Facility
Public Works
Libraries
Fire Suppression
GIS
Computer Systems
Telecomm
Records Management
Recreation
Service Demand Factors
Public Facilities
Public Works Center ~~
TDIF coefficients
All other components ~~
FIND Model percentages
Police
Service Demand Sources
Single Family
Multi-Family
Commercial
Industrial
Fire
Service Demand Sources
Single Family
Multi-Family
Commercial
Industrial
Fee Calculation - PFDIF
Project $$$ X Demand factor
Spread over remaining DUs, acres
Apply credits
Earned interest on fund balance
Other offsetting revenues
Annual Updates
Population estimates / Staffing needs
Site acquisition
Construction costs
Insurance costs
Financing
Future Public Parks
Fee Calculation - Parks
Citywide standard
Per-household population
Site acquisition
Development costs
Implementation Cornerstones
Staffing and training
Regular updates of impact fees
Refinement of nexus
Commitment to process
Communication with developers
Staffing & Training
Permit processing
Tracking future development
potential
Special District financing
Construction project oversight
Reimbursement and credit tracking
Refinement of Nexus
Update land uses & facilities
Modify ADT (non-residential)
Change DU from designation to
density
Update cost estimates
DIF Implementation
Developer Constructed Facilities
Financing & Acquisition Agreement
Directives & Procedures
Audits
Trust Accounting
Credit Management
100% DIF Credit Process
Audit developer costs
City authorization to construct
•Contract and change orders
•Invoices, checks, lien releases
•Inspector sign off
•Certifications
Form 1
Deposit activity
Multi-level reviews & approvals
(Photo)