Impact Fees and Inclusionary Zoning
Click the dropdowns below for curated resource collections and scroll down to browse and filter the entire library of related documents.
Favorites
| Document Name | Description |
|---|
Grand Nexus and Feasibility Study
Additional resources coming soon.
| Document Name | Description |
|---|
Sample Nexus and Feasibility Studies
This section provides several examples of affordable housing feasibility and nexus studies.
| Document Name | Description |
|---|
Sample Affordable Housing Ordinances
Sample inclusionary zoning ordinances for jurisdictions developing or revising their policies.
| Document Name | Description |
|---|
Trainings
In 2023, ABAG hosted a 5-part webinar series designed to support jurisdictions developing or changing their inclusionary zoning policies.
- Session 1a: Introduction: General overview of affordability requirements, policy types, key policy choices and financial feasibility. Slides | Recording
- Session 1b: Evaluating an Inclusionary Zoning Policy: Key decisions when updating an Ordinance. Slides | Recording
- Session 2: Evaluating Economic Feasibility: Financial impacts of affordable housing requirements using Grounded Solutions Network’s Inclusionary Housing calculator. Slides | Recording
- Session 3: Compliance Alternatives: Alternative compliance options such as land dedications and in-lieu fees. Slides | Recording
- Session 4: Working with State Policies: How state laws, including State Density Bonus and SB 35, can impact inclusionary zoning programs and how jurisdictions can capitalize on these tools. Slides | Recording
- Session 5: Communicating with the Public: Common challenges and strategies to talk about Inclusionary Zoning. Slides | Recording
Program Development and Design Resources
Questions to help guide an evaluation of inclusionary zoning, density bonus, or other affordable housing requirement policies. (Developed by Grounded Solutions Network.)
| Document Name | Description |
|---|
RFPs - Nexus Study and Feasibility Resources
| Document Name | Description |
|---|
RFPs - Third Party Administrator
| Document Name | Description |
|---|
Mitigation Fee Act Resources
| Document Name | Description |
|---|
Density Bonus Resources
Coming soon!
All Related Documents
Search within the table
Searches titles and excerpts only – use search to scan PDF content.
Categories
File Purpose
File Type
Upload date range
| Title | Link | Summary | Date | File Purpose | File Type |
|---|---|---|---|---|---|
| Inclusionary Zoning Public Meeting PowerPoint | Sample slides for staff to use when discussing inclusionary … | September 11, 2024 | pptx | ||
| Various programs – loans, ownership, rehab, etc. (Emeryville) | Sample RFP for third-party … | September 9, 2024 | RFP, Template/Sample | docx | |
| Rental and Ownership Program (Alameda) | Sample RFP for third-party … | September 9, 2024 | RFP, Template/Sample | docx | |
| Below Market Rate Housing Program Administration (Cupertino) | Sample RFP for third-party … | September 9, 2024 | RFP, Template/Sample | docx | |
| Feasibility, Nexus, and Recommendations (Santa Clara County Multicity) | Sample … | September 9, 2024 | RFP, Template/Sample | ||
| Analysis and Feasibility Study (Hayward) | Sample RFP from City of … | September 9, 2024 | RFP, Template/Sample | ||
| Feasibility Study (Berkeley) | Sample feasibility study … | September 9, 2024 | RFP, Template/Sample | ||
| Nexus Study (Berkeley) | Sample RFP for a nexus … | September 9, 2024 | RFP, Template/Sample | docx | |
| Inclusionary Housing Program Design Worksheet | Step-by-step instructions on creating an Inclusionary Housing … | September 9, 2024 | Worksheet | ||
| Inclusionary Housing Policy Update Program Assessment Tool | Questions to help guide an evaluation of inclusionary zoning, density bonus, or other affordable housing requirement … | September 9, 2024 | Worksheet | docx | |
| Inclusionary Zoning and Commercial Linkage Fee Ordinance (Richmond) | Sample ordinance from … | September 9, 2024 | www | ||
| Affordable Housing Ordinance (Hayward) | Sample affordable housing … | September 9, 2024 | www | ||
| Inclusionary Zoning Ordinance (Belmont) | Sample inclusionary zoning … | September 9, 2024 | www | ||
| Economics of Inclusionary Housing | A video from Street Level Advisors that describes how impact fees or inclusionary requirements affect sale … | September 9, 2024 | www | ||
| Summary of Inclusionary Zoning Policies – Santa Clara County Jurisdictions | … | September 9, 2024 | www | ||
| Summary of Inclusionary Zoning Policies – San Mateo County Jurisdictions | … | September 9, 2024 | www | ||
| Inclusionary Zoning Feasibility Study (Santa Cruz) | Study analyzing how certain legal cases and laws impact Santa Cruz’s Inclusionary Housing Ordinance. The study also analyzes the feasibility of varying percentages of affordable housing units in new rental … | May 8, 2024 | |||
| Inclusionary Zoning Feasibility Study (Hayward) | Study initiated by the city of Hayward to ensure their Affordable Housing Ordinance optimizes the production of affordable … | May 8, 2024 | |||
| Inclusionary Zoning, Impact Fees and In-Lieu Fees Study (San Luis Obispo) | Report identifying parameters of an updated affordable housing program, and recommendations for updating inclusionary requirements, associated in-lieu fees, and new commercial linkage for the city of San Luis … | May 8, 2024 | |||
| Residential Impact Fee Nexus and Feasibility Study (Santa Rosa) | Residential impact fee nexus and feasibility study evaluating the income and spending generated by new market-rate households in Santa … | May 8, 2024 | |||
| Inclusionary Housing Incentives | Definitions about the different types of development incentives by Grounded Solutions (external … | April 15, 2024 | Data/Research | www | |
| Zoning For Affordability Workgroup Workshop Materials | Powerpoint presentations and recordings of the Zoning For Affordability Workgroup workshops. This 5-part webinar series held in 2023 was designed to support jurisdiction staff navigate inclusionary zoning policies and engage with public … | November 2, 2023 | Meeting Materials | www | |
| Inclusionary Affordable Housing Program Considerations and Agreements | This guidance paper is intended to present policy considerations for creating or updating an inclusionary housing program, to implement certain state program requirements as of 2022, and to identify major items that are typically addressed in developer agreements, rent regulatory agreements, and affordable homebuyer … | May 12, 2023 | docx | ||
| Impact and Inclusionary Fees Chart Sep 2018 | San Mateo County impact and inclusionary fees (September … | September 1, 2018 | Data/Research | xlsx | |
| Fee Comparison Table Nov 2016 | Updated November 2016, this document provides a comparison of residential and commercial impact fees as well as inclusionary programs from jurisdictions in Alameda, Santa Clara and San Mateo … | November 1, 2016 | Data/Research | xlsx | |
| Mitigation Fee Act Annual Reports – Memo & Template | Five page memo to help jurisdictions prepare annual reports for affordable housing impact fees in accordance with the Mitigation Fee … | October 7, 2016 | Memo, Template/Sample | docx | |
| Commercial Linkage Fee Research – City of San Carlos | Commercial Linkage Fee Research. Presentation prepared by the City of San Carlos (October … | October 1, 2016 | Data/Research | pptx | |
| Sample Staff Report (Second Reading) – Impact Fee Ordinance and Resolution | County of San Mateo Staff Report (Second Reading) – Affordable Housing Impact Fee Ordinance and Resolution (April … | April 7, 2016 | Template/Sample | docx | |
| Sample Staff Report (First Reading) – Impact Fee Ordinance and Resolution | County of San Mateo Staff Report (First Reading) – Affordable Housing Impact Fee Ordinance and Resolution (April … | April 7, 2016 | Template/Sample | docx | |
| Shelterforce’s The Answer | Informational brochure on answering the question of whether or not inclusionary zoning policies increase housing … | March 24, 2016 | Infographic | ||
| Reporting Requirements under the Mitigation Fee Act | Summary memo on the effects of the Mitigation Impact Fee on Affordable … | March 23, 2016 | Bill Summary | ||
| Impact Fee Decision Making Guide | This document lists some of the impact fee options to consider when crafting your ordinance (e.g. does it apply in all areas of … | March 21, 2016 | Checklist | docx | |
| Sample Staff Report – Study Session for Affordable Housing Impact Fees | County of San Mateo Staff Report – Study Session for Affordable Housing Impact Fees (March … | March 18, 2016 | Template/Sample | docx | |
| Grand Nexus Study Final Report March 2016 | A public-facing document featuring an introduction to 21 Elements, explanation of impact fee and nexus study processes, results of the grand nexus study and examples of policy … | March 1, 2016 | Data/Research | ||
| Redwood City Affordable Housing Impact Fee Ordinance Dec 2015 | City of Redwood City’s Affordable Housing Impact Fee Ordinance (December … | December 7, 2015 | Model Ordinance | ||
| Sample Prevailing Wage Resolution Dec 2015 | City of Redwood City’s resolution establishing an area standard wage policy (December … | December 7, 2015 | Template/Sample | ||
| Sample General Impact Fee Resolution Dec 2015 | City of Redwood City’s signed resolution (December … | December 7, 2015 | Template/Sample | ||
| Sample Staff Report – Commercial Linkage Fee for Affordable Housing | City of San Mateo Staff Report – Commercial Linkage Fee to support the expansion of affordable housing (November … | November 16, 2015 | Template/Sample | docx | |
| Sample Council Presentation on Affordable Housing Impact Fees Oct 2015 | City of Redwood City’s Council presentation on affordable housing impact fees (October … | October 26, 2015 | Template/Sample | pptx | |
| General Legal Issues for Impact Fees | A summary of legal issues regarding commercial linkage fees and affordable housing impact fees. Prepared by Goldfarb & … | October 24, 2015 | Memo | ||
| Form Resolution Adopting Housing Impact Fees – Residential and Non-Residential | Template resolution for adopting residential and non-residential housing mitigation … | October 1, 2015 | Template/Sample | docx | |
| Hearing Requirements and Notice | Hearing requirements and notice for adoption of commercial linkage and residential housing fees. Prepared by Goldfarb & … | October 1, 2015 | Template/Sample | docx | |
| Sample Staff Report – Commercial Linkage Fee Nexus Study and Residential Impact Fee Nexus Study | City of Foster City Staff Report – Commercial Linkage Fee Nexus Study and Residential Impact Fee Nexus Study (August … | August 10, 2015 | Template/Sample | doc | |
| Development and Revenue Calculator | Use this calculator to estimate potential revenue from impact … | July 1, 2015 | Worksheet | xlsx | |
| 2015 Nexus Study Update Memo | Prepared April 2015, this memo provides a status report on the San Mateo County multi-jurisdiction nexus … | April 1, 2015 | Memo | docx |
