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HomeMy WebLinkAboutAddendum to CVAG 2018 TUMF Nexus Study (42697392.1)55575.17003\42697392.1 1 ADDENDUM TO THE COACHELLA VALLEY ASSOCIATION OF GOVERNMENT’S NEXUS REPORT - TRANSPORTATION UNIFORM MITIGATION FEE (TUMF) 2018 FEE SCHEDULE UPDATE DATED MARCH 2018 The Coachella Valley Association of Governments (“CVAG”) previously caused to be prepared and subsequently approved an impact fee nexus study entitled the Nexus Report – Transportation Uniform Mitigation Fee (TUMF) 2018 Fee Schedule Update (the “Study”) dated March 2018. The Study established TUMF applicable to all new development in the Coachella Valley area to be imposed through each of CVAG’s member agencies, including the City of Palm Springs (“City”). The Study accounted for the TUMF fee schedule to be increased annually through the application of an annual inflation adjustment (“Inflation Adjustment”) to ensure the fee revenue collected keeps pace with current costs of the proposed projects. CVAG’s Executive Committee determines the amount of the Inflation Adjustment each year. The purpose of this addendum to CVAG’s Study (the “Addendum”) is to allow the City to comply with the provisions of the Mitigation Fee Act (Government Code, section 66000 et seq.) (the “Act”), which governs the adoption of fees or charges, or increases to existing fees or charges. Here, the City is seeking approval to increase the existing TUMF with CVAG’s proposed Inflation Adjustment. 1. Inflation Adjustment The Inflation Adjustment defined in the Study referenced a consumer price index (“CPI”) for the Los Angeles-Anaheim-Riverside Area. However, this index was discontinued at the beginning of 2018. As such, a comparable replacement CPI for the Coachella Valley area was selected. The replacement index selected is the All Urban Consumers (“CPI-U”), All Items for Riverside-San Bernardino-Ontario, CA (the “Index”) published by the Bureau of Labor Statistics (“BLS”). CVAG has described the method of calculating the year-over-year change in the Index, measured as of December in the calendar year which ends in the previous fiscal year. However, the Index only publishes data every other month starting in January and as such there is no data published for the month of December for which a calculation can be based upon. Therefore, rather than changing the method by which CVAG calculates the percent change each year, it has elected to approximate a December data point based upon guidance from the BLS. To approximate a data point for an unreported month, the BLS has advised taking the square root of the product of the indexes for the preceding and subsequent months, in this case November and January. Therefore, CVAG approximates the year-over-year change using this method. According to CVAG, the justification for the Inflation Adjustment is to ensure the TUMF revenue collected keeps pace with the costs of constructing the projects defined in the Study. Keeping pace with inflation ensures projects can be timely completed as needed to accommodate new development. Timely completion of projects ensures those who have paid the TUMF receive the benefit of their contributions towards the program while at the same time mitigates the expected impacts to the existing community. Without the Inflationary Adjustments many projects would become delayed, underfunded, and potentially not able to be completed at all due to insufficient funds available to complete such projects. 55575.17003\42697392.1 2 All CVAG documents related to the 2025 Inflation Adjustment are attached to this Addendum for review and inspection. A summary of the documents follows: 1. Attachment 1 – Nexus Report – Transportation Uniform Mitigation Fee (TUMF) 2018 Fee Schedule Update; 2. Attachment 2 – CVAG Staff Report on TUMF Inflation Adjustment for Calendar Year 2025 dated April 29, 2024 and includes a letter in support of the Inflation Adjustment from the Desert Valleys Builders Association; and 3. Attachment 3 – CVAG Revised Fee Schedule for the Transportation Uniform Mitigation Fee Effective January 1, 2025 dated May 1, 2024. 2. Requirement to Proportionally Calculate the Fee per Square Footage on Housing Projects Pursuant to section 66016.5(5)(A) of the Act, a nexus study adopted after July 1, 2022, “shall calculate a fee imposed on a housing development project proportionately to the square footage of proposed units of the development.” An exemption to this requirement is authorized pursuant to section 66016.5(5)(B) of the Act, which states a nexus study need not comply with the requirements of subparagraph (A) if certain findings are made. While, the City is not adopting a nexus study at this time, it is attempting to adopt the Inflation Adjustment which would increase the TUMF. Therefore, out of an abundance of caution the City seeks to provide this missing requirement to the existing Study. By making this finding the City does not concede that such finding is required to impose the Inflation Adjustment and reserves the right to argue any applicable legal defenses available to it should the TUMF and/or the Inflation Adjustment be challenged. The findings required pursuant to section 66016.5(5)(B) of the Act include: i. An explanation as to why square footage is not an appropriate metric to calculate fees imposed on a housing development project. ii. An explanation that an alternative basis of calculating the fee bears a reasonable relationship between the fee charged and the burden posed by the development. iii. That other policies in the fee structure support smaller developments, or otherwise ensure that smaller developments are not charged disproportionate fees. Addressing each finding in turn – Finding (i), the City’s general plan identifies the use of privately held land, including in some instances, the number of dwelling units authorized per acre. However, there is no similar planning metric for which the City could rely upon to determine what the square footage would be for each dwelling unit. Therefore, the square footage of each dwelling unit is determined by the property owner/developer at the time of development. In the case of a developer, that determination is based upon what they perceive is marketable and subject to change with market conditions. There simply is no way to accurately forecast what type of product mix will be developed. Without the ability to forecast the total number of square feet expected at build out, the City would be guessing at a rate per square foot. 55575.17003\42697392.1 3 This creates the potential for failing to collect enough TUMF to complete projects, or alternatively, collecting too much depending on the final build out. Therefore, using square footage is not an appropriate metric to calculate fees imposed on a housing development project. Finding (ii), the TUMF is calculated based upon the demands created by class of property (i.e., traffic trips generated by land use type). In other words, the Study determined the average demands of average land use classes of property. Given, the limitation of the data and inability to forecast market conditions, this approach created a reasonable basis for applying the TUMF in an equitable and proportional manner across all potential classes of land use. Again, the City simply does not have the ability to generate the kind of information needed to meet the residential square footage requirement of the Act. Therefore, this alternative basis of calculating the fee bears a reasonable relationship between the fee charged and the burden posed by the development. Finding (iii), the metrics in the Study calculate the estimated impacts on a land use basis. For example, as noted above land uses are evaluated for their increase in traffic trips. The application of this metric does not increase or decrease based upon the size of the development project but rather the individual unit. Therefore, by the very nature of the calculation, smaller developments will have smaller impacts and larger developments will have larger impacts. These impacts drive the fee. Therefore, the fee structure does not charge disproportionate fees on smaller developments. 55575.17003\42697392.1 A-1 ATTACHMENT 1 TRANSPORTATION UNIFORM MITIGATION FEE (TUMF) 2018 FEE SCHEDULE UPDATE NEXUS REPORT Draft Nexus Report Transportation Uniform Mitigation Fee (TUMF) 2018 Fee Schedule Update Prepared for: Coachella Valley Association of Governments In Association with: City of Cathedral City City of Coachella City of Desert Hot Springs City of Indian Wells City of Indio City of La Quinta City of Palm Desert City of Palm Springs City of Rancho Mirage County of Riverside Prepared by: Economic & Planning Systems, Inc. In Association with: Michael Baker International Fehr & Peers Rodriguez Consulting Group March 2018 EPS #144043 Table of Contents 1. REPORT OVERVIEW AND RESULTS ................................................................................ 1 Introduction ........................................................................................................... 1 Summary of the TUMF Calculation ............................................................................. 3 2. TUMF BOUNDARY AND TRAVEL DEMAND ........................................................................ 5 TUMF Boundary ...................................................................................................... 5 Travel Demand Assumptions and Forecasts................................................................. 6 3. TUMF PROJECTS AND COSTS ..................................................................................... 8 TUMF Project Selection ............................................................................................ 8 TUMF Project Costs ................................................................................................. 9 4. TUMF COST ALLOCATION ....................................................................................... 11 Application of Transportation Demand Model ............................................................. 11 TUMF Capacity Improvement Projects ...................................................................... 11 TUMF Operational, Safety, and ATP Projects .............................................................. 13 Summary of TUMF Cost Allocation ........................................................................... 13 5. OTHER FUNDING FOR TUMF PROJECTS ........................................................................ 15 Obligated Funds .................................................................................................... 15 Other External Funding .......................................................................................... 16 Developer Funded Improvements ............................................................................ 16 State and Federal Transportation Funding................................................................. 16 Local Match .......................................................................................................... 17 Measure A ........................................................................................................... 17 Summary of Other Funding Sources ........................................................................ 18 6. NEXUS FINDINGS AND FEE CALCULATION ..................................................................... 20 Overview of Nexus Findings .................................................................................... 20 The TUMF Calculation ............................................................................................ 21 7. TUMF IMPLEMENTATION AND ADMINISTRATION .............................................................. 24 Elimination of Land Use Exemptions......................................................................... 24 Simplification of Land Use Categories ....................................................................... 24 Application of Annual Inflation Adjustment ................................................................ 25 Appendices APPENDIX A: TPPS Projects Included in the TUMF APPENDIX B: Detailed TUMF Project Cost Estimates List of Tables and Figures Table 1 Summary of TUMF per trip Calculation ................................................................ 3 Table 2 Illustrative TUMF Calculation for Selected Land Use Categories .............................. 4 Table 3 Estimated Growth in Trip Ends in CVAG Region (2015 – 2040) ............................... 7 Table 4 Summary of TUMF Projects and Total Costs ....................................................... 10 Table 5 TUMF Capacity Improvements with Existing Deficiencies ..................................... 12 Table 6 Allocation of TUMF Eligible Project Costs to New Development ............................. 14 Table 7 Summary of Obligated Funds Available to Off-set TUMF Costs .............................. 15 Table 8 Estimated Measure A Revenues Available To Off-set TUMF Costs .......................... 18 Table 9 Net TUMF Costs After Funding from Other Sources ............................................. 19 Table 10 Calculation of TUMF per Average Daily Trip (ADT) .............................................. 21 Figure 1 CVAG TUMF Boundary ...................................................................................... 6 Economic & Planning Systems, Inc. 1 P:\144000s\144043CVAG\Deliverables\DraftNexusReport5.docx 1. REPORT OVERVIEW AND RESULTS Introduction This Nexus Report provides the Coachella Valley Association of Governments (CVAG) and its member jurisdictions with the necessary technical documentation to support the adoption of an updated Transportation Uniform Mitigation Fee (TUMF). Impact fees are one-time charges on new development approved and collected by jurisdictions to cover the cost of regional transportation-related capital facilities and infrastructure that are required to serve new growth.1 The fees are typically collected upon issuance of a building permit or certificate of occupancy. Initially established in 1989, the CVAG TUMF is a one-time fee charged on all new development occurring within the CVAG region designed to cover the “fair share” cost of regional serving transportation projects and improvements needed to serve growth. The program relies on local agencies (e.g., cities and the County) to collect TUMF as development occurs. The TUMF Nexus Report establishes a nexus or reasonable relationship between the updated fee amount and the proportion of transportation improvement costs attributable to new development. This Nexus Report has been prepared by Economic & Planning Systems (EPS) with support from a broader consultant team, led by Michael Baker International, that has been retained by the CVAG to assist in developing key components of the Regional Transportation Plan (RTP). The analysis and methodology incorporate input from CVAG staff, it’s member jurisdictions, the TUMF Nexus Advisory Committee, and other stakeholders. Institutional Context The CVAG TUMF program is a component of Riverside County’s Measure A. Measure A is a one- half percent sales tax program that provides funding for a wide variety of transportation projects and services throughout Riverside County. It was originally approved by voters of Riverside County in 1988 and given a 30-year extension in 2002. Cities and the county in the Coachella Valley must participate in the TUMF program to assist in the financing of the priority regional arterial system in order to receive local Measure A funds. If a city or the county chooses not to levy the TUMF, the funds they would otherwise receive from Measure A for local streets and roads is added to the Measure A funds for the Regional Arterial Program. A portion of the Measure A revenues for the Coachella Valley area is returned to the cities and the county in the Coachella Valley to assist with the funding of local street and road improvements. These funds supplement existing federal, state, and local funds. Local street improvements adjacent to new residential and business developments are typically paid for by the developers. Other key components of the RTP that have been updated as part of this study process, and used as critical inputs in the TUMF update, include: 1 New development includes any construction activity that requires a building permit and creates additional impacts on a jurisdictions regional transportation infrastructure once completed (e .g., through additional travel demand or “trips”). Draft TUMF Nexus Report March 27, 2018 Economic & Planning Systems, Inc. 2 P:\144000s\144043CVAG\Deliverables\DraftNexusReport5.docx  Transportation Project Prioritization Study (TPPS): The TPPS identifies and prioritizes the regional arterial transportation projects in the CVAG region.  Regional Arterial Cost Estimate (RACE): The RACE provides costs estimates for the projects included in the TPPS.  Active Transportation Plan (ATP): The Regional ATP defines the bicycle, pedestrian, and low speed electric vehicle (LSEV) networks designed to provide a multimodal compliment and/or alternative to automobiles. The Regional ATP projects are included in the TPPS. The TPPS, RACE, and ATP were formally approved by the CVAG Executive Committee on June 27, 2016. Since the TPPS, RACE, and ATP provide the underlying basis for the TUMF program, these updates have necessitated update of the TUMF program to reaffirm the nexus between projected development and needed transportation system improvements. The reevaluation of the TUMF nexus also provides the opportunity to address important policy issues including, fee land use categories, exemptions, cost indexing, and other factors, as described further in Chapter 7. Legal Context A Nexus Report provides a legal basis and necessary technical analysis to support a schedule of transportation impact fees consistent with Mitigation Fee Act (AB 1600/ Government Code Section 66000 et seq.). The Mitigation Fee Act allows jurisdictions to adopt, by resolution, the Transportation Impact Fee consistent with the supporting technical analysis and findings provided in this Report. The Resolution approach to setting the fee allows periodic adjustments of the fee amount that may be necessary over time, without amending the enabling ordinance. Impact fee revenue can be collected and used to cover the cost of constructing capital and infrastructure improvements required to serve new development and growth in the jurisdictions in which it is charged. As such impact fees must be based on a reasonable nexus, or connection, between new growth and development and the need for a new facility or improvement. Impact fee revenue cannot be used to cover the operation and maintenance costs of these or any other facilities and infrastructure. In addition, impact fee revenue cannot be collected or used to cover the cost of existing needs/ deficiencies in the transportation capital improvement network. In establishing, increasing, or imposing a fee as a condition for the approval of a development project, Government Code 66001(a) and (b) state that the local agency must: 1. Identify the purpose of the fee; 2. Identify how the fee is to be used; 3. Determine how a reasonable relationship exists between the fee use and type of development project for which the fee is being used; 4. Determine how the need for the public facility relates to the type of development project for which the fee is imposed; and 5. Show the relationship between the amount of the fee and the cost of the public facility. These statutory requirements have been followed in establishing this TUMF, as documented in subsequent chapters. If the transportation impact fee is adopted, this Nexus Study and the technical information it contains should be maintained and reviewed periodically by CVAG to Draft TUMF Nexus Report March 27, 2018 Economic & Planning Systems, Inc. 3 P:\144000s\144043CVAG\Deliverables\DraftNexusReport5.docx ensure accuracy and to enable the adequate programming of funding sources. To the extent that transportation improvement requirements, costs, and development potential changes over time, the TUMF will need to be updated. Further information on the implementation and administration of the TUMF is provided in Chapter 7. Summary of the TUMF Calculation Table 1 shows summarizes the TUMF calculation per trip consistent with nexus requirements and the associated analysis contained in this Technical Report. These transportation impact fees are designed to cover the cost of regional transportation improvements required to support new development after existing deficiencies and known other funding sources have been taken into account. The fees apply to all new residential and non-residential projects, except those exempted by State or federal law or other means. Table 1 Summary of TUMF per trip Calculation While per trip sets the basis for the TUMF, individual land use categories will pay different fees depending on their trip rates per unit. Table 2 provides an illustrative calculation of the fee level for various land use categories. The actual land use categories and their specific application, including various discounts, will be included in the TUMF Handbook, as described in Chapter 7. Net TUMF Cost See Table 9 = a $263,335,000 Growth in ADT (2015 - 2040)See Table 3 = b 1,074,520 Avg. TUMF / ADT = a / b $245 Category Source Formula Amount Draft TUMF Nexus Report March 27, 2018 Economic & Planning Systems, Inc. 4 P:\144000s\144043CVAG\Deliverables\DraftNexusReport5.docx Table 2 Illustrative TUMF Calculation for Selected Land Use Categories Land Use Category Residential Single Family Detached $2,310 per dwelling Multi-Family $1,790 per dwelling Non-Residential Industrial $1,220 per 1,000 sq. ft. Office $2,390 per 1,000 sq. ft. Retail2 $6,010 per 1,000 sq. ft. [1] Based on a TUMF of $245 per ADT. [2] Includes a discount of 35% percent to account for pass-through trips. Fee Per Unit1 Economic & Planning Systems, Inc. 5 P:\144000s\144043CVAG\Deliverables\DraftNexusReport5.docx 2. TUMF BOUNDARY AND TRAVEL DEMAND This chapter documents the land use and travel demand assumptions and forecasts that underlie the TUMF calculations. These factors drive the traffic generation and attraction in the CVAG region and, in turn, are critical in determining how to allocate new transportation improvement costs between existing and new development. TUMF Boundar y The TUMF boundaries define the geography (i.e. cities and unincorporated areas) where new development will be subject to the TUMF. In order to assure accurate and timely implementation of the TUMF program, the applicable boundary should be easily identified and understood by developers and jurisdictions responsible for fee collection. Good boundary devices are easily identified, stay relatively constant over time, and can be related to data collection or analysis zones in order to facilitate future analysis updates. As part of an update to the TUMF in 2005 (Parsons Brinckerhoff, 2005), the CVAG TUMF Boundary Determination established a roughly defined area within which there exists a “reasonable relationship” between new development and traffic conditions on TUMF roadways. Formal boundary lines were defined based on the results of the analysis in relation to easily administered features. This boundary is illustrated in Figure 1 and includes the CVAG core, as well as outlying areas along the I-10 east, SR74 south, SR86 south, and SR111 south corridors. The boundary corresponds to several easily defined features:  The Riverside County line to the north and south,  Joshua Tree National Park to the northeast,  Township line 10E-11E to the east, and  The WRCOG/CVAG border to the west. Draft TUMF Nexus Report March 27, 2018 Economic & Planning Systems, Inc. 6 P:\144000s\144043CVAG\Deliverables\DraftNexusReport5.docx Figure 1 CVAG TUMF Boundary Travel Demand Assumptions and Forecasts Pursuant to the Mitigation Fee Act, development impact fees must establish a reasonable relationship, or nexus, between the cost of new capital facilities and improvements allocated to future development and the contribution of growth to the need for these facilities. For transportation impact fees, recently updated and adopted traffic models are generally used as a key tool to estimate the allocation of costs of new transportation facilities between existing and future development. Based on direction from the CVAG Executive Committee, the Riverside County Traffic Analysis Model (RIVTAM) has been used to calculate the TUMF. Specifically, as part of this study process, the RIVTAM model has been updated to reflect the latest 2040 socio-economic forecasts and roadway network assumptions in the CVAG region consistent with SCAG’s 2016 Regional Transportation Plan (RTP). In addition to the Federal Transportation Improvement Program (FTIP) and projects identified in the 2016 RTP, the TPPS projects were also added to the model to estimate the daily trips generated in the CVAG region by Year 2040.2 Table 3 shows the estimated growth in the number of daily vehicle trips ends in the CVAG region between existing (2015) and 2040 based on the updated RIVTAM model. As shown, the 2 For transportation modeling purposes, even projects not included in the TUMF calculation but included as part of the RTP or FTIP are considered to be part of the regional network in 2040. Draft TUMF Nexus Report March 27, 2018 Economic & Planning Systems, Inc. 7 P:\144000s\144043CVAG\Deliverables\DraftNexusReport5.docx existing 2015 vehicle trip ends were estimated to be 3,141,640 and the total growth was estimated to be an additional 1,074,520 trip ends over the next 25 years, or by 2040.3 Based on this projection, the future growth in trip ends will represents about 25 percent of total trips in 2040. In other words, future growth is expected to account for roughly 25 percent of total trips ends within the CVAG region by 2040. This proportion is used to allocate a portion of the cost for TUMF eligible projects to future growth, as described further in subsequent chapters. Table 3 Estimated Growth in Trip Ends in CVAG Region (2015 – 2040) 3 Trip ends are those that either start or end in the CVAG region. Through trips (i.e. those that pass through but do not stop in the CVAG region), are excluded from this calculation as described further in Chapter 4. 2015 2040 (with TPPS)Total Growth as % of 2040 total Average Annual Total for CVAG Regional Network 3,141,640 4,216,160 1,074,520 25.5%1.2% Source: F&P; RIVTAM Avg. Daily Trip (ADT) Ends in Year:2015 - 2040 Growth in ADT Economic & Planning Systems, Inc. 8 P:\144000s\144043CVAG\Deliverables\DraftNexusReport5.docx 3. TUMF PROJECTS AND COSTS This chapter documents the transportation facilities included in the TUMF as well as their estimated cost. Development impact fees are derived from a list of planned regional transportation capital improvement projects and associated costs that are needed in part or in full to accommodate new growth. Consequently, the capital improvements included in the fee program need to be described in sufficient detail to generate cost estimates.4 TUMF Project Selection As noted in Chapter 1, the TPPS, as well as the RACE and ATP provide the core elements of the TUMF calculation by providing the list of potentially eligible projects and their corresponding costs. Updates to these documents were prepared by the consultant team, led by Michael Baker International, and formally approved by the CVAG Executive Committee on June 27, 2016. While the projects included in the TPPS represent the universe of transportation facilities and improvements potentially eligible for funding through TUMF, not all of them need to be included in the program. A key component of the TUMF study process is to identify which of these eligible projects should be included in the TUMF based on both nexus and policy considerations. Accordingly, as part of this study, CVAG obtained input from member jurisdictions and the TUMF Nexus Committee to consider options for reducing the cost of the TUMF program. The policy direction resulting from this consultation was to identify and remove projects from TUMF consideration where there was uncertainty in the likelihood of that project moving forward in the next 15-25 years. After meeting with each of the individual jurisdictions, CVAG found that nearly all projects scoring below 7.5 points on the TPPS met the criteria and thus should be “removed” from TUMF consideration. Jurisdictions pointed out that these projects may become more certain in the future, when the TUMF Nexus study is repeated. CVAG, with concurrence from its members and the TUMF Nexus Committee, determined that the regional priority in the TPPS necessitated the inclusion of projects scoring above 7.5 points. By removing TPPS projects scoring 7.5 points and lower, jurisdictions acknowledge that regional funding will not be available for those projects until or unless the TUMF project list (those TPPS projects scoring above 7.5 points) is amended. The ATP includes a comprehensive listing of all active transportation projects within the jurisdictions of the CVAG member agencies that were determined to have regional significance. Specifically, it includes local and regional bike plans as well as pedestrian improvement to transit hubs. In addition, the TPPS includes other regional transportation projects, such as CV Link, that correspond to long-term planning efforts and cannot analyzed in the same way as traditional TPPS projects. These projects were tested for regional significance based on factors that were agreed upon as part of the RTP study process. Based on CVAG committee direction, ATP and 4 Impact fees programs do not, in themselves, represent actual approval of a City plan or capital project (and as such do require clearance through the California Environmental Quality Act or CEQA). Draft TUMF Nexus Report March 27, 2018 Economic & Planning Systems, Inc. 9 P:\144000s\144043CVAG\Deliverables\DraftNexusReport5.docx these regional planning projects were not ranked against one another but are simply listed as part of the regional transportation system to be considered for funding. In addition to this policy-based approach, TPPS projects focused on the resurfacing of existing arterials have been removed from the TUMF calculation based on nexus considerations (i.e., the costs of these projects are excluded from TUMF). These projects are needed to maintain the current regional arterial network rather than help accommodate growth. Based on the requirements of AB 1600, projects focused primarily on the operation and maintenance of existing facilities should be excluded from development impact fee programs. It should be noted that this is a relatively minor adjustment since total cost of these projects is only $940,000. Based on the process and criteria described above, about 80 TPPS projects were removed from TUMF consideration, or about 30 percent of the total.5 Eliminating these projects removed about $605 million from TUMF consideration. A detailed list of the projects included and removed from the TPPS is provided in Appendix A. TUMF Project Costs As described earlier, the Regional Arterial Cost Estimate (RACE) study provides a uniform methodology to create planning-level cost estimates for transportation projects included in the TPPS. As further described in the RACE, these costs estimates include construction, right-of- way, and impact factors to cover other related project conditions.6 The costs for CV Link and Regional Signal Synchronization were estimated from other planning efforts and added to the overall TPPS cost. Table 4 provides cost estimates for TPPS projects after removing those that scored at or below 7.5 points. As shown, the total delivery cost for the projects included as part of the TUMF calculations is estimated at approximately $2.809 billion, including the TPPS, ATP, and two other regional projects. The cost estimates for each project are attached to this Report as Appendix B (with further detail available in the RACE). 5 This total excludes ATP and other Regional Projects such as CV Link. 6 Impact factors are multipliers applied to the project’s construction cost to account for special conditions likely add to its complexity in the construction process. These include project conditions like the existence of utilities structures, nearby drainage facilities, and medians that add complexity and costs. Draft TUMF Nexus Report March 27, 2018 Economic & Planning Systems, Inc. 10 P:\144000s\144043CVAG\Deliverables\DraftNexusReport5.docx Table 4 Summary of TUMF Projects and Total Costs The bulk of the TUMF project costs, or approximately 76.3 percent, are identified as “Capacity Improvement Projects.” These projects are so-named because they expand the capacity of the regional transportation network by adding lanes or entirely new arterials and connections, allowing the network to better accommodate growth. The projects referred to as “Widening or Updating of Cross-Sections” and “Other Operational Improvements”, which combine for about 13 percent of costs, provide a variety of benefits to both new and existing commuters, but do not expand the network capacity in a measurable way. ATP and other regional projects such as CV Link and valley-wide signal synchronization, combine for slightly less than 11 percent of total costs. Type of Projects $ Amount % Buildable Projects $2,506,140,000 89.2% --$2,143,490,000 76.3% --$69,910,000 2.5% --$292,570,000 10.4% --$170,000 0.01% ATP Regional Projects $157,700,000 5.6% --$149,700,000 5.3% --$8,000,000 0.3% $146,100,000 5.2% --$99,400,000 3.5% --$46,700,000 1.7% Regional Traffic System Costs $2,809,940,000 100% TUMF Project Cost Capacity Improvement Projects Widening or Updating Cross-Sections CV Link Valley-wide Signal Synchronization Other Operational Improvements Resurface or Reconstruction Only Regional Bicycle Projects Regional Pedestrian Improvements Other Regional Transportation Projects Economic & Planning Systems, Inc. 11 P:\144000s\144043CVAG\Deliverables\DraftNexusReport5.docx 4. TUMF COST ALLOCATION This Chapter describes how the cost of TUMF eligible projects (described in Chapter 3) are allocated to new development. Under the Mitigation Fee Act, development impact fees cannot include the cost of infrastructure improvements needed to address “existing deficiencies”. In other words, the cost of new capital facilities and improvements needed solely to address the needs of existing users must be excluded from the TUMF calculation. Application of Transportation Demand Model As noted in Chapter 2, the nexus calculations provided in this Report utilize RIVTAM projections to allocate the cost of the TUMF eligible projects between new and existing development. The RIVTAM model is a mathematical representation of travel demand in the CVAG region between Base Year 2008 and Future Year 2040, updated by Fehr & Peers as part of this study effort. The model uses socioeconomic data, such as number of jobs and households to estimate the expected travel in, between, and through CVAG. Existing 2015 origin-destination (O-D) trip table and daily volumes were developed using the interpolation between the Base Year 2008 Model and Future Year 2040 Model. The traffic growth in CVAG was estimated using the change in origin-destination (O-D) trip tables between existing 2015 Model and Future Year 2040 Model. In order to capture the trips only associated with the Coachella Valley region, the external-to-external trips (meaning trips starting from and ending at areas outside of the Coachella Valley) were excluded from traffic growth. For external-to-internal or internal-to-external trips (meaning trips having one end in CVAG and the other end outside of CVAG), only half of those trips were included in the traffic growth calculation. For the purpose of the TUMF, the number of trip ends was used to calculate the fee which is consistent with the 2005 TUMF study. Any internal-to-internal trip (meaning trips traveling inside CVAG) is considered as two trip ends and any external-to-internal or internal-to-external trip is considered to have one trip end in Coachella Valley. The results from the traffic demand model are applied differently depending on the type of TUMF project under consideration. Specifically, this nexus analysis employs different cost allocation methodologies depending on whether the project is primarily designed to increases the overall travel capacity within the CVAG region versus those that are primarily designed for other purposes, such as safety or bicycle / pedestrian access. The cost allocation methodology for each category of TUMF improvement is described separately below. TUMF Capacity Improvement Projects As described in Chapter 3, the TPPS identified a number of projects as “capacity improvements.” These projects are so-named because they expand the capacity of the regional transportation network by adding lanes to existing facilities or adding entirely new arterials and connections, allowing the network to accommodate growth. For these projects the RIVTAM model was used to estimate the portion of costs attributable to growth. Specifically, the existing 2015 daily volumes were compared to capacity to develop the existing volume/capacity (v/c) Draft TUMF Nexus Report March 27, 2018 Economic & Planning Systems, Inc. 12 P:\144000s\144043CVAG\Deliverables\DraftNexusReport5.docx ratio to determine whether the project is experiencing an existing deficiency based on level of service (LOS) criteria. Consistent with the 2005 TUMF study, LOS D or worse is considered to be unacceptable LOS for arterial roadway network. Any project’s roadway segment with a v/c ratio exceeding 0.62 (LOS D or worse) were considered to operate with existing deficiency, and a fair share calculation was then performed to estimate the portion of costs attributable to growth for the project. The fair share percentage was calculated by subtracting the existing volumes from future demand and then divided by the future demand, and the percentage was applied to the project’s total cost to estimate the portion of costs attributable to growth. For projects with roadway segments operating at LOS C or better (or v/c ratio of 0.62 or less), it is assumed 100 percent of the project’s cost is attributable to growth. Table 5 shows the list of TUMF projects experiencing a v/c ratio above 0.62 and how the cost of these projects has been allocated between new and existing development. Overall, out of the 190 TUMF projects (excluding ATP) 13 are estimated to operate with an existing deficiency. As shown in Table 5, out of the $121.7 million in total cost estimated for these projects, approximately $54.4 million is allocated to the TUMF. The remaining $67 million, or about 55 percent, is attributable to existing deficiencies. Table 5 TUMF Capacity Improvements with Existing Deficiencies Street Name Segment #Segment Description Cost Considered in TUMF Fair Share Factor Cost Contributed to Future Growth ADT V/C ADT V/C a b c e = a * d AVE 48 48H Grade Separation at Hwy 111/SPRR $22,011,480 21,120 0.85 49,420 0.48 0.57 $12,604,712 AVE 50 50A Future Ave 50 SR-86S IC $55,222,500 20,260 0.82 37,930 0.35 0.47 $25,725,852 AVE 50 50I2 Cabazon Rd to SR-86S (Incl. Br. at Whitewater Chnl) $3,356,880 20,150 0.72 38,870 0.37 0.48 $1,616,691 Dillon Rd.DLN13 S side of Whitewater Br. to Hwy 111 $4,062,858 19,440 0.71 46,870 0.43 0.59 $2,377,730 Hwy. 74 Hwy.74A Highway 111 to El Paseo $450,240 38,960 0.63 39,080 0.34 0.00 $1,383 Hwy. 111 Hwy.111F Cook St to Eldorado Dr $3,537,600 47,240 0.72 67,580 0.58 0.30 $1,064,735 Hwy. 111 Hwy.111G Eldorado Dr to Miles Ave $4,924,800 53,240 0.81 73,300 0.64 0.27 $1,347,769 Hwy. 111 Hwy.111H Miles Ave to Washington St (incl. Br. Over Deep Cyn Chnl)$7,573,400 46,430 0.70 62,300 0.43 0.25 $1,929,211 Indian Cyn Dr.INCN8 Garnet Ave to 20th Ave $165,000 20,370 0.68 37,920 0.56 0.46 $0 Indian Cyn Dr.INCN9 20th Ave to 19th Ave $1,722,800 24,960 0.85 45,050 0.31 0.45 $768,281 Indian Cyn Dr.INCN10 19th Ave to Dillon Rd $7,379,840 21,780 0.78 39,410 0.26 0.45 $3,301,360 Indian Cyn Dr.INCN13 Pierson Blvd to Mission Lakes Blvd (Incl. Future Br. at Mission Cr.) $6,945,600 16,460 0.62 27,730 0.40 0.41 $2,822,824 Palm Dr.PD1 I-10 IC to Varner Rd $4,024,416 28,340 0.85 35,290 0.24 0.20 $792,567 Total $121,377,414 $54,353,115 [1] Data provided by Fehr & Peers based on updated RIVTAM. d = (c - b) / c Existing Year 20151 Future Year 2040 w/ TPPS1 Draft TUMF Nexus Report March 27, 2018 Economic & Planning Systems, Inc. 13 P:\144000s\144043CVAG\Deliverables\DraftNexusReport5.docx As noted, the bulk of the capacity improvement projects, in terms of both number and costs, currently operate with a v/c ratio below 0.62. Consequently, these projects are assumed to be entirely attributable to new development. TUMF Operational, Safety, an d ATP Projects In addition to “capacity improvement projects”, other regional projects are included in the TUMF calculation because they improve the regional network for both existing and new users. While these projects provide a variety of benefits to both new and existing commuters, they do not expand the network capacity in a measurable way. The TUMF projects that fall into this category include operational improvements such as reconfiguring intersections, adding turn lanes at intersections, adding traffic signals, and ATP projects (e.g. bike / pedestrian facility and transit station improvements, and CV Link). Since these improvements and facilities associated with the project categories above are designed to serve and benefit both existing and new development, the costs are allocated in proportion to growth. Specifically, 25 percent of the cost of these projects are allocated to growth reflecting the estimated share of new trip ends to total trip ends in 2040 (see Table 3 in Chapter 2). Summary of TUMF Cost Allocation Table 6 summarizes the allocation of TUMF eligible project costs between new and existing development based on the methodology described above. As shown, overall, about 80 percent of the TUMF eligible project costs are allocated to new development. This amount includes 97 percent of the cost of “Capacity Improvement Projects” since the majority of these projects are not currently needed given level of service standards assumed for this analysis (i.e. v/c ratios of 0.62 or less). Draft TUMF Nexus Report March 27, 2018 Economic & Planning Systems, Inc. 14 P:\144000s\144043CVAG\Deliverables\DraftNexusReport5.docx Table 6 Allocation of TUMF Eligible Project Costs to New Development Type of Projects Buildable Projects $2,505,970,000 $2,169,010,747 --$2,143,490,000 96.9%$2,076,630,000 --$69,910,000 25.5%$17,817,088 --$292,570,000 25.5%$74,563,659 ATP Regional Projects $157,700,000 $40,191,028 --$149,700,000 25.5%$38,152,168 --$8,000,000 25.5%$2,038,860 $146,100,000 $37,234,681 --$99,400,000 25.5%$25,332,836 --$46,700,000 25.5%$11,901,845.28 Total $2,809,770,000 80%$2,246,436,456 [2] Cost allocation based on new trips from 2015 - 2040 divided by total trips in 2040, as shown in Table 3. Project Costs Proportion of Costs Allocated to Growth [1] Cost allocation based on RIVTAM analysis. For projects with no existing deficiencies, 100 percent of costs are allocated to growth. Other Regional Transportation Projects Capacity Improvement Projects1 Widening or Updating Cross-Sections2 Other Operational Improvements2 Valley-wide Signal Synchronization2 CV Link2 Regional Bicycle Projects2 Regional Pedestrian Improvements2 Total Costs Allocated to Growth Economic & Planning Systems, Inc. 15 P:\144000s\144043CVAG\Deliverables\DraftNexusReport5.docx 5. OTHER FUNDING FOR TUMF PROJECTS It is a common practice in calculation of a development impact fee to deduct any obligated or projected revenue from other funding sources from the total cost of planned capital facilities and improvements. Accordingly, this section identifies and quantifies the separate external revenue or funding sources (other than the TUMF itself) and deducts these amounts from the TUMF calculation. CVAG has programming authority for Measure A, State and Federal formula funds. Riverside County Transportation Commission (RCTC) is the regional transportation planning agency responsible for administration of funds throughout Riverside County. Due to the diverse needs of sub-regions throughout the County, programming decisions within Coachella Valley are typically delegated to CVAG. Competitive grant funding and programming is typically managed directly by RCTC or State and Federal sponsoring agencies. Obligated Funds TUMF project costs should exclude funding that has already been secured or is obligated from other external sources. As of November, 2016, CVAG has approximately $232 million allocated to TPPS projects from available sources. Programming decisions are made periodically and obligation values are updated as needed. A list of current projects and funding commitments is summarized in Table 7. Table 7 Summary of Obligated Funds Available to Off-set TUMF Costs Type of Projects $ Amount % Buildable Projects $2,505,970,000 89.2%$145,886,000 --$2,143,490,000 76.3%$102,956,000 --$69,910,000 2.5%$1,972,000 --$292,570,000 10.4%$40,958,000 ATP Regional Projects $157,700,000 5.6%$8,300,000 --$149,700,000 5.3%$8,300,000 --$8,000,000 0.3%$0 $146,100,000 5.2%$77,767,625 --$99,400,000 3.5%$75,000,000 --$46,700,000 1.7%$2,767,625 Regional Traffic System Costs $2,809,770,000 100%$231,953,625 [1] Only includes portion of obligated funding applicable to TUMF related costs. CV Link Valley-wide Signal Synchronization Other Operational Improvements Regional Bicycle Projects Regional Pedestrian Improvements Other Regional Transportation Projects Obligated Funding1 Project Cost Capacity Improvement Projects Widening or Updating Cross-Sections Draft TUMF Nexus Report March 27, 2018 Economic & Planning Systems, Inc. 16 P:\144000s\144043CVAG\Deliverables\DraftNexusReport5.docx Although a significant portion of obligated funds are under CVAG’s control, competitive funding from State and/or federal sources, such as Active Transportation Program (ATP) funding, is determined by others. ATP projects in the CVAG region, including major infrastructure projects such as CV Link, have received approximately $75 million in grants an d funding allocations from CMAQ and various other sources. The values are deducted from the TPPS and ATP gross network. Other E xternal F unding As part of the TUMF study effort, CVAG staff identified and estimated the level of non-TUMF external funding assumptions inherent in each jurisdiction's ability to move specific TPPS projects forward. These external funding assumptions have been removed from the TUMF obligation. Specifically, CVAG staff have worked with member jurisdictions to identify and estimate the additional, external (i.e. non-TUMF) funding assumptions associated with the all TPPS projects rated above 7.5 points. The total external funding estimate from all the jurisdictions was $328,032,689. Consequently, this amount has been removed from the TUMF calculation. Developer Funded Impro vements Section 6 (d) (2) of the CVAG TUMF model ordinance indicates that CVAG will “establish an estimate of the value of customary developer dedications to the extent they have been included in the total cost of the regional system.” Dedications are right of way and/or completed roadway segments that are required to be completed by developers as part of their development approvals. In previous TUMF Nexus Studies, the estimated value of developer dedications has been used to offset or reduce the TUMF collection target. This reduction of the TUMF collection target provides an appropriate program ‘credit’ to developers for completing actual improvements to the arterial system. While the value of developer contributions is difficult to quantify, they are real and should be accounted for in the TUMF. As part of the initial TUMF calculation in 1988 it was estimated that such dedications represented 25 percent of the value of total TPPS (regional system) costs. This estimate was affirmed in 2005. It is recommended that we retain the 25 percent estimate for the value of developer dedications for the 2018 Nexus Study, excluding CV Link. State and Federal Transportation Funding CVAG receives transportation funding from a variety of State and federal sources, much of which is allocated by formula or agreement through RCTC. This includes funding through the State Transportation Improvement Program (STIP), Congestion Mitigation and Air Quality funding (CMAQ), the federal Surface Transportation Program (STP), and other sources. While the funding levels from State and Federal sources can vary significantly from year to year, for the purposes of the TUMF analysis, CVAG projects that the region will receive about $172 million from these sources over the next 25 years, or an average of about $6.86 million per year.7 7 Based on the last call for projects in 2013 for federal grant funds STP, CVAG received $21,458,175, or about 33 percent of the total pot for Riverside County. For CMAQ funds, CVAG is averaging about Draft TUMF Nexus Report March 27, 2018 Economic & Planning Systems, Inc. 17 P:\144000s\144043CVAG\Deliverables\DraftNexusReport5.docx Local Match The CVAG share of regional road system project costs has been set by the Executive Committee at 75 percent of qualified project costs, has been applied after any external funding comes off the top. Local jurisdictions are required to provide the remaining 25 percent of project costs, as well as 100 percent of unqualified project costs. For the purposes of the TUMF, CVAG has indicated that projects on the TPPS will be funded with 75 percent regional funds with a 25 percent local match requirement. Accordingly, this analysis assumes that the TUMF costs are reduced by 25 percent to account for this local match. Measure A In accordance with RCTC Ordinance No.02-001, Riverside County Transportation Commission Transportation Expenditure Plan and Retail Transaction and Use Tax (Measure A), 50 percent of the sales tax revenue generated by Measure A within the Coachella Valley is allocated to CVAG for use on the Regional Arterial System. This sales tax was approved through 2038. CVAG uses this revenue to complete projects included in the TPPS. CVAG intends to continue to utilize this revenue for projects included in the TPPS For the purpose of determining the share of Measure A revenues that will likely be available for completing future TPPS projects, an average of actual revenues between 2007 and 2016 (adjusted for inflation) and projected growth in trips through 2040 was used. In addition, it is assumed that 80 percent of the Measure A revenue would be used to off-set TUMF costs, with the remaining available to cover future project costs not covered by TUMF (e.g., the amount allocated to “existing deficiencies”). This methodology yields average annual Measure A revenues available to off-set TUMF costs of about $22.8 million per year or $461 million over 25 years, as shown in Table 8. $6 million per year. These two sources would combine for about $171,458,175 over a 25-year period ($21,458,175 + $6 million times 25 years). Draft TUMF Nexus Report March 27, 2018 Economic & Planning Systems, Inc. 18 P:\144000s\144043CVAG\Deliverables\DraftNexusReport5.docx Table 8 Estimated Measure A Revenues Available To Off-set TUMF Costs Summary of Other Funding Sources Table 9 summarizes the assumptions above to estimate the total revenue that is likely to be available to off-set TUMF project costs over the next 25 years. As shown, the total TUMF Costs of $2.176 billion (i.e., the TPPS costs attributable to growth) are reduced by an additional $1.934 billion to account for other funding sources, leaving a net TUMF cost of about $242.7 million. Type of Projection Based on 2007-16 Growth Rate In Measure A $s $20,308,586 $487,406,064 Based on 2010-16 Growth Rate in Measure A $s $26,270,481 $630,491,536 Based on SCAG Trip Growth (2017 - 2040)$21,934,342 $526,424,215 Average of All Projections $22,837,803 $548,107,272 25 Year Total $570,945,075 Allocation to TUMF Eligible Projects @ 80% [1]$456,475,736 [1] Equals to proportion of total TUMF costs allocated to growh, as shown in Table 6. Total Projected Through 2040 Average Annual Amount Draft TUMF Nexus Report March 27, 2018 Economic & Planning Systems, Inc. 19 P:\144000s\144043CVAG\Deliverables\DraftNexusReport5.docx Table 9 Net TUMF Costs After Funding from Other Sources TUMF Cost Allocation See Table 6 = a $2,246,436,000 Obligated Funding See Table 7 = b $231,953,625 External Funding CVAG Jurisdiction data = c $328,000,000 CV Link Costs Allocated to Growth See Table 6 = d $25,332,836 Developer Funded Improvements CVAG Estimate e = 25% * (a - d)$555,276,000 State and Federal Funding CVAG Estimate = f $171,458,000 Subtotal g = a - b - c - e - f $959,748,000 25% Local Match CVAG Policy h = g * 25%$239,937,000 Measure A Funding to TUMF See Table 8 = i $456,476,000 Net TUMF Costs j = g - h - i $263,335,000 Category Amount (rounded)FormulaSource Economic & Planning Systems, Inc. 20 P:\144000s\144043CVAG\Deliverables\DraftNexusReport5.docx 6. NEXUS FINDINGS AND FEE CALCULATION This chapter summarizes the nexus findings presents in the previous chapters and calculates and presents the final TUMF calculations. Overview of Nexus Findings A “nexus” or relationship between new development in the CVAG region and transportation improvements and their costs must be established before incorporating transportation improvement costs into a transportation impact fee calculation. To determine the appropriate costs to include in the new transportation fee calculation, it is necessary to conduct a series of steps:  Identify Total Costs of Transportation Improvements. The identification of the required transportation improvement projects and their associated costs is the first step (see Chapter 3).  Remove Existing Deficiencies. Next, it is necessary to evaluate whether there is an existing deficiency at any of the project locations, and if so, the magnitude of that deficiency. Existing deficiencies are accounted for by reducing the project cost that is included in the Fee Program with funding required from other sources (see Chapter 4)  Determine Proportionate Allocation to New Development. Once existing deficiencies are identified, it is necessary to determine the proportion of the remaining project cost that is attributable to new development in Cupertino, and therefore can be the subject of a fee program (see Chapter 4).  Account for Known Funding. To the extent there is dedicated funding for any of the transportation improvements, this portion of costs should not be included in the transportation fee calculation. For this TIF calculation, funding from external sources has been excluded (see Chapter 5). The technical calculations described above and further detailed in subsequent sections establish the following nexus findings, consistent with the requirements of the Mitigation Fee Act. Purpose The TUMF will help maintain adequate levels of transportation service in the CVAG region. It is levied on all new development throughout the Coachella Valley to mitigate the cumulative regional impacts on the transportation system. Use of Fee Fee revenue will be used to fund regional transportation improvements, including roadway, intersection, interchange, and traffic signal improvements, ATP facilities and other regional serving projects. The list of eligible transportation projects and costs are summarized in Chapter 3 and further detailed in the Appendix B and the TPPS. Draft TUMF Nexus Report March 27, 2018 Economic & Planning Systems, Inc. 21 P:\144000s\144043CVAG\Deliverables\DraftNexusReport5.docx Relationship New development in the CVAG region will increase demands for, and travel on, the region’s transportation network. Transportation fee revenue will be used to fund additional transportation capacity necessary to accommodate this growth. New development will benefit from the increased transportation capacity. Need Each new development project will add to the incremental need for transportation capacity and improvements. The transportation improvements considered in this Study have been identified and are necessary to support the future transportation needs in the CVAG region. Proportionality The fee levels are tied to fair share cost allocations to new development based on the RIVTAM transportation model and adapted for this study purpose. Recognizing that some improvements within the Coachella Valley will be completed by developer dedications or using alternate funding sources, the TUMF program establishes the share of unfunded improvement costs in rough proportionality to the number of trips generated by new development and assigns the fair-share fee to new developments on this basis. The TUMF Calculation The data and analysis described above provide the core components of the TUMF calculation. The final step in the TUMF calculation is to estimate the fee per trip and by land use category (i.e. different types of residential and non-residential development). These calculations are described below. TUMF per Trip The TUMF rate per trip is calculated by dividing the net TUMF cost above by the projected growth in average daily trips (ADT) over from 2015 – 2040. Specifically, the fee per trip is calculated by dividing the aggregate fee program cost of $263.3 million by the total number of trips generated by new development, or 1.074,520, as shown in Table 10. The results in a TUMF of $245 per ADT. Table 10 Calculation of TUMF per Average Daily Trip (ADT) Net TUMF Cost See Table 9 = a $263,335,000 Growth in ADT (2015 - 2040)See Table 3 = b 1,074,520 Avg. TUMF / ADT = a / b $245 Category Source Formula Amount Draft TUMF Nexus Report March 27, 2018 Economic & Planning Systems, Inc. 22 P:\144000s\144043CVAG\Deliverables\DraftNexusReport5.docx TUMF by Land Use This average TUMF per trip amount will be used as the basis for calculating the actual TUMF obligation for particular types of development based on ADT generation factors for specific land use categories. Table 11 provides the ADT rates for generalized land use categories based on the Institute of Transportation Engineers (ITE) Trip Generation Manual (10th Edition released in 2017). The actual land use categories and their specific application, including various discounts, will be included in the TUMF Handbook, as described in Chapter 7. In addition, CVAG may update these rates and land use categories over time as conditions change and new data becomes available. Table 11 Trip Rate Assumptions for illustrative Land Use Categories Table 12 calculates the TUMF for each land use categories defined above based on the fee per trip. It should be noted that, the TUMF per trip rate for retail is reduced by 35 percent to account “linked” and pass-through trips, or trips that are part of multi-purpose commute (e.g., stopping at a retail store on the way to or from work). Typically, retail-based trips often involve multiple stops. To recognize this traffic pattern, an adjustment for pass-through trips, or percentage of new trip adjustment, takes into account vehicle trips using the adjacent roadway that enter a site as an intermediate stop on the way to another destination. For example, some drivers will stop for fuel on their way home from work. The pass-by adjustment reduces total number of vehicle trips to account for the sharing of the one trip for two destinations (fuel and then home). Land Use Category ITE Code ITE Land Use Description Residential Single Family Detached 9.44 dwelling 210 Single-Family Detached Housing Multi-Family 7.32 dwelling 220 Multifamily Housing Low Rise Non-Residential Industrial 4.96 1000 sq. ft.110 General Light Industrial Office 9.74 1000 sq. ft.710 General Office Building Retail 37.75 1000 sq. ft.820 Shopping Center ITE Daily Trip Rate / Unit Draft TUMF Nexus Report March 27, 2018 Economic & Planning Systems, Inc. 23 P:\144000s\144043CVAG\Deliverables\DraftNexusReport5.docx Table 12 Illustrative TUMF Calculation for Selected Land Use Categories Land Use Category Residential Single Family Detached $2,310 per dwelling Multi-Family $1,790 per dwelling Non-Residential Industrial $1,220 per 1,000 sq. ft. Office $2,390 per 1,000 sq. ft. Retail2 $6,010 per 1,000 sq. ft. [1] Based on a TUMF of $245 per ADT. [2] Includes a discount of 35% percent to account for pass-through trips. Fee Per Unit1 Economic & Planning Systems, Inc. 24 P:\144000s\144043CVAG\Deliverables\DraftNexusReport5.docx 7. TUMF IMPLEMENTATION AND ADMINISTRATION This chapter summarizes the implementation and administrative issues and procedures associated with the TUMF program. Implementation and administrative elements of this Updated TUMF are specified in the CVAG TUMF Handbook as well as the CVAG TUMF model ordinance. This TUMF update incorporates a number of modifications requested by CVAG’s member jurisdictions and other stakeholders. The key elements of these documents that are expected to be modified as part of this update are described below. Elimination of Land Use Exemptions The 2012 TUMF policy handbook exempts a number of land use categories from paying the fee (examples include affordable housing, public buildings, and some religious structures). It is proposed that the new TUMF update will eliminate any TUMF land use exemptions except those required by State or federal law (for example, public schools are statutorily exempt from AB 1600 impact fees). In other words, all new development that increases trips in the CVAG region will be subject to the TUMF unless otherwise exempt due to State and / or federal law. While the goal is to eliminate all exemptions, consistent with State or federal law, CVAG has also proposed a TUMF discount for Transit Oriented Residential Development projects. With the new Handbook, CVAG is also considering an exemption for Affordable housing (below 80% of the ACI). Regional fee programs approach affordable housing fees in a variety of ways; charge a full fee, allow fee reductions of a stated percentage, and completely exempting fees. These are evenly implemented throughout programs in California. The Institute of Transportation Engineers Trip Generation Manual does not include affordable housing as a land use. Programs that charge a fee often simply define a reduction of 20% or 50% of the fee for affordable housing but don’t provide a methodology on how it was arrived at other than it was a policy decision. Simplification of Land Use Categories The current TUMF Manual defines over 35 separate land use categories, and numerous sub- categories, each with different fee rates based upon trip generation. Concerns have been raised by developers and CVAG member agencies that this structure is overly complicated and confusing. Consequently, CVAG has simplified the land use categories which eliminate factors that override the basic fee rate of a land use. For example, under the current TUMF Program, the highest TUMF rates are for convenience markets and fast food restaurants. When convenience stores are located within shopping centers it can create confusion because under the current TUMF Manual, shopping centers are defined as having at least three business establishments which may be housed in one or more buildings; have a total building floor area of at least 10,000 square feet (sq. ft.), and that the largest establishment not contain more than 50 percent of the floor area. Under the new TUMF Program, it proposed that the land use categories be simplified and consolidated. For example, convenience stores, restaurants and shopping centers are proposed Draft TUMF Nexus Report March 27, 2018 Economic & Planning Systems, Inc. 25 P:\144000s\144043CVAG\Deliverables\DraftNexusReport5.docx to be charged strictly as “retail” and charged one flat rate. Therefore, TUMF would apply to each new building based on square footage without any additional factors. Application of Annual Inflation Adjustment It is common practice to include an annual adjustment factor so that the fee revenues keep pace with inflation. By way of example, the Coachella Valley Local Development Mitigation Fee is revised annually by means of an adjustment at the beginning of each fiscal year based on the average percentage change over the previous calendar year set forth in the Consumer Price Index (CPI) for the Los Angeles-Anaheim-Riverside Area. Accordingly, it is proposed that an inflation adjustment for TUMF be reviewed by CVAG’s Executive Committee on an annual basis. Such inflation adjustment shall be the same as the Coachella Valley Local Development Mitigation Fee. APPENDIX A: TPPS Projects Included in the TUMF Appendix A TPPS Projects Included and Excluded From TUMF Street Name Segment Number Segment Description Ye s No 20TH AVE 20A Worsley Rd to N Indian Canyon Dr No 20TH AVE 20B N Indian Canyon Dr to Little Morongo Rd (missing link)Ye s 20TH AVE 20C Little Morongo Rd to Palm Dr (missing link)Ye s 20TH AVE 20D Palm Dr to Mountain View Rd Ye s AVE 44 44A Ave 44 Br./Low Water Xing Ye s AVE 44 44B Monroe St to Low W ater Xing Ye s AVE 44 44C Low Water Xing to Dillon Rd Ye s AVE 48 48B1 Jefferson St to Madison St No AVE 48 48B Madison St to W side of All-Amer. Canal (Excl. Br. At All-Amer. Canal)No AVE 48 48E Jackson St to Van Buren St Ye s AVE 48 48F Van Buren St to W of SR-86 Ye s AVE 48 48H Grade Separation at Hwy 111/SPRR Ye s AVE 50 50A Future Ave 50 SR-86S IC Ye s AVE 50 50B1 Washington St to E side of Br. at Evac. Chnl (Incl. Br. at Evac. Chnl)Ye s AVE 50 50C Jefferson St to Madison St (Incl. Br. at All-Amer. Canal)Ye s AVE 50 50D Madison St to Monroe St Ye s AVE 50 50E Monroe St to Jackson St Ye s AVE 50 50F Jackson St to Van Buren St Ye s AVE 50 50G Van Buren St to Harrison St Ye s AVE 50 50I2 Cabazon Rd to SR-86S (Incl. Br. at W hitewater Chnl) Ye s AVE 50 50J Grade Separation Hwy 111/SPRR Ye s AVE 50 50K SR-86S to I-10 IC Ye s AVE 50 50L Br. at All-Amer. Canal (in 50K)Ye s AVE 50 50M Future Ave 50 I-10 IC Ye s AVE 52 52B Jefferson St to Madison St (Excl. Br. at All-Amer. Canal)Ye s AVE 52 52D Monroe St to Jackson St Ye s AVE 52 52E Jackson St to Calhoun St Ye s AVE 52 52F1 Calhoun St to Van Buren St Ye s AVE 52 52F2 Van Buren St to Frederick St Ye s AVE 52 52G Frederick St to Harrison St Ye s AVE 52 52H Intersection of Ave 52 and SR-86 No AVE 52 52IA Harrison St to Shady Ln Ye s AVE 52 52IB Shady Ln to Hwy 111 Ye s AVE 52 52K Future Ave 52 SR-86S IC Ye s AVE 52 52L Hwy 111 to SR-86S (Incl. Br. at W hitewater Chnl)Ye s AVE 52 52M SR-86S to Pierce St Ye s AVE 54 54A Van Buren St to Harrison St Ye s AVE 54 54B Harrison St to Tyler St Ye s AVE 54 54C Tyler St to Hwy 111 Ye s AVE 56 / AIRPORT BLVD 56B Monroe St to Jackson St No AVE 56 / AIRPORT BLVD 56C Jackson St to 0.25 miles W of Van Buren St No AVE 56 / AIRPORT BLVD 56D 0.25 mi. W of Van Buren St to Harrison St No AVE 56 / AIRPORT BLVD 56E Harrison St to Tyler St No AVE 56 / AIRPORT BLVD 56F Tyler St to Polk St No AVE 56 / AIRPORT BLVD 56G Polk St to Highway 111 (Grapefruit Blvd)Ye s AVE 56 / AIRPORT BLVD 56I SPRR to SR-86 (Incl. Br. at W hitewater Chnl)Ye s Included in TUMF? (Yes/No) Appendix A TPPS Projects Included and Excluded From TUMF Street Name Segment Number Segment Description Ye s No Included in TUMF? (Yes/No) 58TH AVE 58A Jefferson St to Madison St No 58TH AVE 58B Madison St to Monroe St No 58TH AVE 58C Monroe St to Jackson St No 58TH AVE 58D Jackson St to Van Buren St Ye s 58TH AVE 58E Van Buren St to Harrison St Ye s 66TH AVE 66A Future 66th Ave SR-86 IC Ye s 66TH AVE 66B 66th Ave Br./Low W ater Xing Ye s 66TH AVE 66C Grade Separation at Hwy 111/SPRR (Bridge)Ye s BOB HOPE DR BH1-6 Frank Sinatra Dr to Gerald Ford Dr No BOB HOPE DR BH2-6 Gerald Ford to Dinah Shore Dr No BOB HOPE DR BH3-6 Dinah Shore Dr to Ramon Rd (southbound only)No CATHEDRAL CYN DR CTHCN1 Terrace Rd to E Palm Canyon Dr No CATHEDRAL CYN DR CTHCN2 E Palm Canyon Dr to N side of Whitewater Br. (Incl. Cath Cyn Br.)Ye s CATHEDRAL CYN DR CTHCN4 N side of W hitewater Br. to Dinah Shore Dr No CATHEDRAL CYN DR CTHCN5 Dinah Shore Dr to Ramon Rd No COOK ST (formerly CHASE SCHOOL RD)CHSC1 I-10 IC to Ramon Rd Ye s COOK ST CK4 Frank Sinatra Dr to Country Club Dr Ye s COOK ST CK5 Country Club Dr to N side of W hitewater Br.Ye s COOK ST CK6 S side of W hitewater Br. to Fred W aring Dr Ye s COOK ST CK7 Br. at W hitewater Chnl No COUNTRY CLUB DR CC4 Monterey Ave to Portola Ave No COUNTRY CLUB DR CC5 Portola Ave to Cook St Ye s COUNTRY CLUB DR CC6 Cook St to Eldorado Dr No COUNTRY CLUB DR CC7 Eldorado Dr to Oasis Club Dr No COUNTRY CLUB DR CC8 Oasis Club Dr to Washington St Ye s CROSSLEY RD / GOLF CLUB DR CROSLY1 Ramon Rd to Mesquite Ave/Dinah Shore Dr Ye s CROSSLEY RD / GOLF CLUB DR CROSLY2 Dinah Shore Dr/Mesquite Ave to 34th Ave Ye s CROSSLEY RD / GOLF CLUB DR CROSLY3A Br. at Palm Cyn Chnl No DA VALL DR DVALL1 Dinah Shore to Ramon Rd No DA VALL DR DVALL2 Ramon Rd to McCallum W ay No DA VALL DR DVALL3 McCallum Way to 30th Ave No DA VALL DR DVALL4 30th Ave to I-10 IC (Incl. Br. over RR)No DA VALL DR DVALL5 Future Da Vall I-10 IC Ye s DA VALL DR DVALL6 I-10 IC to Varner Rd (Incl. Br. at Long Cyn Chnl)Ye s DATE PALM DR DPLM0A Hwy 111 (E Palm Cyn Dr) to Gerald Ford Dr (Incl. at Cath. Cyn Br., excludes W W Br.)No DATE PALM DR DPLM0B Gerald Ford Dr to Dinah Shore Dr No DATE PALM DR DPLM0C Dinah Shore Dr to Ramon Rd No DATE PALM DR DPLM1 Ramon Rd to McCallum W ay No DATE PALM DR DPLM2 McCallum Way to 30th Ave No DATE PALM DR DPLM3 30th Ave to Vista Chino No DILLON RD DLN1 SR-62 to N Indian Canyon Dr Ye s DILLON RD DLN2 Intersection of Dillon Rd & N Indian Canyon Dr Ye s DILLON RD DLN3 N Indian Canyon Dr to Palm Dr (Incl. Future Br. at Mission Cr.)Ye s DILLON RD DLN4 Intersection of Dillon Rd & Palm Dr Ye s DILLON RD DLN5 Palm Dr to Mountain View Rd Ye s Appendix A TPPS Projects Included and Excluded From TUMF Street Name Segment Number Segment Description Ye s No Included in TUMF? (Yes/No) DILLON RD DLN6 Mountain View Rd to Bennett Rd Ye s DILLON RD DLN7 Bennett Rd to Thousand Palms Cyn Rd (Incl. Br. At Wide Cyn Chnl)No DILLON RD DLN8 Thousand Palms Cyn Rd to Sunny Rock Rd No DILLON RD DLN9 Sunny Rock Rd to Ave 44 (Incl. Br. over All-Amer. Canal)No DILLON RD DLN10 Ave 44 to I-10 IC Ye s DILLON RD DLN11 I-10 IC to N side of W hitewater Br.No DILLON RD DLN12 Br. at W hitewater Chnl Ye s DILLON RD DLN13 S side of W hitewater Br. to Hwy 111 Ye s DILLON RD DLN14 Dillon Rd I-10 IC Ye s DILLON RD DLN15 Dillon Rd SR-86S IC Ye s DUNE PALMS RD DUNEP1 Br. at W hitewater Chnl No DUNE PALMS RD DUNEP2 Highway 111 to Blackhawk W ay (formerly W estward Ho)No E PALM CYN DR PLCN7 Palm Cyn Dr to Sunrise W ay No E PALM CYN DR PLCN8 Sunrise Way to Farrell Dr Ye s E PALM CYN DR PLCN9 Farrell Dr to Gene Autry Trl (Incl. Br. at Palm Cyn Wash)Ye s E PALM CYN DR PLCN11A Cathedral Canyon Dr to Date Palm Dr Ye s E PALM CYN DR PLCN11B Date Palm Dr to E Cath. City limits Ye s FRANK SINATRA DR FS6 Monterey Ave to Portola Ave Ye s FRANK SINATRA DR FS7 Portola Ave to Cook St No FRANK SINATRA DR FS8 Cook St to Eldorado Dr No FRANK SINATRA DR FS9 Eldorado Dr to Tamarisk Row Dr No FRED WARING DR FW1 Bridge at Whitewater River No GENE AUTRY TR GAT1A Intersection of Gene Autry Trl and Mesquite Ave / Dinah Shore Dr No GENE AUTRY TR GAT2A E Palm Cyn to Eagle Way Ye s GENE AUTRY TR GAT2B Bridge over Palm Canyon Wash Ye s GENE AUTRY TR GAT2C N of Palm Canyon Wash Bridge to 0.18 mi south of Mesquite Ave No GENE AUTRY TR GAT2D 0.18 mi S of Mesquite Ave to Mesquite Ave No GENE AUTRY TR GAT2E Mesquite Ave to Ramon Rd Ye s GENE AUTRY TR GAT2F Ramon to Escena Way No GENE AUTRY TR GAT2G Escena W ay to Vista Chino No GENE AUTRY TR GAT3 Future W hitewater Rvr Br.Ye s GERALD FORD DR GFD4 Cook St to Frank Sinatra Dr No GERALD FORD DR GFD5 Intersection of Gerald Ford Dr and Bob Hope Dr Ye s GOLF CENTER PKWY GPKWY1 Golf Center Pkwy. I-10 IC Ye s GOLF CENTER PKWY GPKWY4 Ave 45 to Hwy 111 Ye s GRAPEFRUIT BLVD GRPF1 Ave 48/Dillon Rd to Ave 50 Ye s GRAPEFRUIT BLVD GRPF2 Ave 50 to Ave 52 Ye s GRAPEFRUIT BLVD GRPF3 Ave 52 to Ave 54 Ye s GRAPEFRUIT BLVD GRPF4 Ave 54 to Ave 56 No HACIENDA AVE (now RUBY DR & E HAC0A SR62 to N Indian Canyon Dr Ye s HACIENDA AVE (currently 13TH AV HAC0B N Indian Canyon Dr to Little Morongo Rd Ye s HACIENDA AVE HAC1A Little Morongo Rd to Cholla Dr Ye s HACIENDA AVE HAC1B Cholla Dr to Palm Dr Ye s HACIENDA AVE HAC2 Palm Dr to Mountain View Rd No Appendix A TPPS Projects Included and Excluded From TUMF Street Name Segment Number Segment Description Ye s No Included in TUMF? (Yes/No) HACIENDA AVE HAC3 Mountain View Rd to Dillon Rd (Long Cyn Rd)No HARRISON ST HARSN1 Grapefruit Blvd to Ave 52 Ye s HARRISON ST HARSN2 Ave 52 to Ave 54 No HARRISON ST HARSN3 Ave 54 to Ave 56 (Airport Blvd)Ye s HIGHWAY 74 HWY74A Highway 111 to El Paseo Ye s HIGHWAY 74 HWY74B El Paseo to Mesa View Dr No HIGHWAY 74 HWY74C Mesa View Dr to S Palm Desert City Limits No HIGHWAY 111 HWY111F Cook St to Eldorado Dr Ye s HIGHWAY 111 HWY111G Eldorado Dr to Miles Ave Ye s HIGHWAY 111 HWY111H Miles Ave to Washington St (incl. Br. Over Deep Cyn Chnl)Ye s INDIAN CYN DR INCN1 Ramon Rd to Tahquitz Cyn Way Ye s INDIAN CYN DR INCN2 Tahquitz Cyn W ay to Alejo Rd Ye s INDIAN CYN DR INCN3 Alejo Rd to Tachevah Dr Ye s INDIAN CYN DR INCN4 Tachevah Dr to Vista Chino Ye s INDIAN CYN DR INCN5 Vista Chino to Racquet Club Rd Ye s INDIAN CYN DR INCN6 Racquet Club Rd to Sunrise Pkwy No INDIAN CYN DR INCN7 Sunrise Pkwy to Garnet Avenue Ye s INDIAN CYN DR INCN8 Garnet Ave to 20th Ave Ye s INDIAN CYN DR INCN9 20th Ave to 19th Ave Ye s INDIAN CYN DR INCN10 19th Ave to Dillon Rd Ye s INDIAN CYN DR INCN11 Dillon Rd to 14th Ave Ye s INDIAN CYN DR INCN12 14th Ave to Pierson Blvd Ye s INDIAN CYN DR INCN13 Pierson Blvd to Mission Lakes Blvd (Incl. Future Br. at Mission Cr.)Ye s INDIAN CYN DR INCN14 Mission Lakes Blvd to SR-62 No INDIO BLVD INDIO0 I-10 Interchange to Jefferson St (includes 2 railroad bridges)Ye s INDIO BLVD INDIO1 Jefferson St to Madison St (over All-Amer. Canal)Ye s JACKSON ST JAC2A1 I-10 IC to 43rd Ave Ye s JACKSON ST JAC2A2 43rd Ave to Ave 44 Ye s JACKSON ST JAC4 Ave 48 to Ave 50 Ye s JACKSON ST JAC5 Ave 50 to Ave 52 Ye s JACKSON ST JAC6 Jackson St I-10 IC Ye s JEFFERSON ST JEF1A Intersection of Jefferson St and Dunbar Dr No JEFFERSON ST JEF2A 58th Ave to 62th Ave Ye s JEFFERSON ST JEF9A1 40th Ave to 0.27 mi S of Ave 39 Ye s JEFFERSON ST JEF9B Ave 39 to Ave 38 No KEY LARGO AVE KL1 Dinah Shore Dr. to Varner Rd (Incl. flyover at I-10 and RR)Ye s LANDAU BLVD LAN1 Vista Chino to Verona Rd Ye s LANDAU BLVD LAN2 Verona Rd to I-10 IC (Incl. Br. over RR, missing link)Ye s LANDAU BLVD LAN3 Future Landau Blvd I-10 IC (missing link)Ye s LANDAU BLVD LAN4 I-10 IC to Varner Rd (missing link)Ye s LITTLE MORONGO RD LM1 Mission Lakes Blvd to Pierson Blvd No LITTLE MORONGO RD LM2 Pierson Blvd to Two Bunch Palms Trl Ye s LITTLE MORONGO RD LM3 Two Bunch Palms Trl to Dillon Rd (Incl. Future Br. at Mission Cr.)Ye s LITTLE MORONGO RD LM4 Dillon Rd to 20th Ave Ye s MADISON ST MAD5 Ave 52 to Ave 50 Ye s Appendix A TPPS Projects Included and Excluded From TUMF Street Name Segment Number Segment Description Ye s No Included in TUMF? (Yes/No) MADISON ST MAD7A 0.25 mi N of Ave 49 to Ave 48 Ye s MADISON ST MAD7B Ave 48 to Hwy 111 Ye s MADISON ST MAD9 Miles Ave to Fred W aring Dr (Incl. Br. over W W Chnl and All-Amer. Canal, missing link)Ye s MISSION LAKES BLVD MSLK0 SR 62 to Indian Canyon Dr Ye s MISSION LAKES BLVD MSLK1 N Indian Canyon Dr to Little Morongo Rd No MISSION LAKES BLVD MSLK2 Little Morongo Rd to Palm Dr No MISSION LAKES BLVD MSLK3 Palm Dr to Eastern Terminus at Verbena Dr No MONROE ST MON1 0.25 mi N of Ave 42 to Ave 42 Ye s MONROE ST MON6 Monroe St I-10 IC Ye s MONROE ST MON7 Ave 54 to 58th Ave No MONROE ST MON8A 58th Ave to Ave 60 No MONROE ST MON8B Ave 60 to 62nd Ave No MONROE ST MON9 I-10 Interchange to 900 ft N of Oleander Ye s MONTEREY AVE MNT1-6 Highway 111 to Fred Waring Dr Ye s MONTEREY AVE MNT2-6 Fred Waring Dr to Clancy Lane (Incl. Br. at Whitewater River)Ye s MONTEREY AVE MNT3-6 Clancy Lane to Country Club Dr Ye s MOUNTAIN VIEW RD MTV0 Pierson Blvd at E Terminus of Desert View Ave to Hacienda Ave No MOUNTAIN VIEW RD MTV1A Hacienda Ave to Brunner Ln Ye s MOUNTAIN VIEW RD MTV1B Brunner Ln to Dillon Rd Ye s MOUNTAIN VIEW RD MTV2 Dillon Rd to 20th Ave No MOUNTAIN VIEW RD MTV3 20th Ave to Varner Rd No N PALM CYN DR PLCN1 Vista Chino to Tachevah Dr No N PALM CYN DR PLCN2 Tachevah Dr to Alejo Rd No N PALM CYN DR PLCN3 Alejo Rd to Tahquitz Cyn Rd Ye s N PALM CYN DR PLCN4 Tahquitz Cyn Rd to Ramon Rd Ye s N PALM CYN DR PLCN5 Ramon Rd to Mesquite Ave (Incl. Br at Tahquitz Crk.)Ye s N PALM CYN DR PLCN6 Mesquite Ave to E Palm Cyn Dr Ye s PALM DR PD1 I-10 IC to Varner Rd Ye s PALM DR PD2 Varner Rd to 20th Ave No PALM DR PD3 20th Ave to Dillon Rd Ye s PALM DR PD4 Dillon Rd to Two Bunch Palms Trl Ye s PALM DR PD5 Two Bunch Palms Trl to Hacienda Ave No PALM DR PD6 Hacienda Ave to Pierson Blvd No PALM DR PD7 Pierson Blvd to Mission Lakes Blvd Ye s PIERSON BLVD PRS1 SR-62 to N Indian Canyon Dr No PIERSON BLVD PRS2 N Indian Canyon Dr to Little Morongo Rd (Incl. Br. at Mission Cr.)No PIERSON BLVD PRS3A Little Morongo Rd to Cholla Dr No PIERSON BLVD PRS3B Cholla Dr to Palm Dr No PIERSON BLVD PRS4A Palm Dr to Miracle Hill Rd No PIERSON BLVD PRS4B Miracle Hill Rd to Eastern Terminus of Desert View Av.No POLK ST PLK1 Polk St from Ave 52 to Ave 48 Ye s PORTOLA AVE POR1 Hwy 111 to Magnesia Falls Dr Ye s PORTOLA AVE POR2 Magnesia Falls Dr to Country Club Dr (Excl. Br. at Whitewater Chnl)No PORTOLA AVE POR3 Country Club Dr to Frank Sinatra Dr Ye s PORTOLA AVE POR4A Frank Sinatra Dr to Julie Ln Ye s Appendix A TPPS Projects Included and Excluded From TUMF Street Name Segment Number Segment Description Ye s No Included in TUMF? (Yes/No) PORTOLA AVE POR5B Dinah Shore Dr to I-10 IC (Incl. Br. over RR)Ye s PORTOLA AVE POR6 Future Portola Ave I-10 IC Ye s RAMON RD RAM1 S Palm Cyn Dr to S Indian Cyn Dr Ye s RAMON RD RAM2 S Indian Cyn to Sunrise W ay (Incl. Baristo Storm Chnl Xing)Ye s RAMON RD RAM3 Sunrise Way to Farrell Dr Ye s RAMON RD RAM3A Intersection of Ramon Rd and Sunrise Way Ye s RAMON RD RAM4 Farrell Dr to El Cielo Rd Ye s RAMON RD RAM4A Intersection of Ramon Rd and Farrell Drive Ye s RAMON RD RAM5 El Cielo Rd to Gene Autry Trl Ye s RAMON RD RAM5A Intersection of Ramon Rd and Crossley Rd Ye s RAMON RD RAM7 Br. at W hitewater Rvr Ye s RAMON RD RAM15 Monterey Ave to Thousand Palms Cyn Rd No S VALLEY PKWY / AVE 60 SV1 Monroe St to Jackson St Ye s S VALLEY PKWY / AVE 60 SV2 Jackson St to Van Buren St Ye s S VALLEY PKWY / AVE 60 SV3 Van Buren St to Harrison St Ye s S VALLEY PKWY SV4 Harrison St to Tyler St (missing link)Ye s S VALLEY PKWY SV5 Tyler St to Polk St (missing link)Ye s S VALLEY PKWY / 62ND AVE SV6 Polk St to Fillmore St No S VALLEY PKWY / 62ND AVE SV7 Fillmore St to Pierce St (Incl. Br. at W hitewater Chnl)No S VALLEY PKWY / 62ND AVE SV8 Pierce St to SR-86 Ye s S VALLEY PKWY / 62ND AVE SV9 Future Ave 62 SR-86 IC Ye s THOUSAND PALMS CYN RD THPL1 Ramon Rd to Dillon Rd Ye s TWO BUNCH PALMS TR / 14TH AVE TBP1 N Indian Canyon Dr to Little Morongo Rd Ye s TWO BUNCH PALMS TR TBP2 Little Morongo Rd to Palm Dr Ye s TWO BUNCH PALMS TR TBP3 Palm Dr to Miracle Hill Rd Ye s TYLER ST TYL1 Ave 50 to I-10 frontage road Ye s VAN BUREN ST VANB2 Ave 48 to Ave 50 Ye s VAN BUREN ST VANB3 Ave 50 to Ave 52 Ye s VAN BUREN ST VANB4 Ave 52 to Ave 54 No VAN BUREN ST VANB5 Ave 54 to Ave 56/Airport Blvd Ye s VARNER RD VRNR0 20th Ave to Palm Dr Ye s VARNER RD VRNR1 Palm Dr to Mountain View Rd Ye s VARNER RD VRNR2 Mountain View Rd to Date Palm Dr Ye s VARNER RD VRNR3 Date Palm Dr to Ramon Rd Ye s VARNER RD VRNR6 Monterey Ave to Cook St No VARNER RD VRNR7B Ave 38 to W ashington St Ye s VARNER RD / AVE 42 VRNR9 Jefferson St to Madison St (Incl. Br. over All-Amer. Canal)Ye s VARNER RD / AVE 42 VRNR10A Madison St to Clinton St No VARNER RD / AVE 42 VRNR10B Clinton St to Monroe St Ye s VARNER RD / AVE 42 VRNR11 Monroe St to Gore St Ye s VISTA CHINO VC1 N Palm Canyon Drive to Sunrise W ay Ye s VISTA CHINO VC1A Intersection of Vista Chino and N Palm Canyon Dr Ye s VISTA CHINO VC2 Sunrise Way to Gene Autry Trl Ye s VISTA CHINO VC2AA Intersection of Vista Chino and Sunrise W ay Ye s VISTA CHINO VC2AB Intersection of Vista Chino and Farrell Drive Ye s VISTA CHINO VC2A Intersection of Vista Chino and Gene Autry Trl Ye s VISTA CHINO VC3 Gene Autry Trl to W side of W hitewater Rvr Ye s Appendix A TPPS Projects Included and Excluded From TUMF Street Name Segment Number Segment Description Ye s No Included in TUMF? (Yes/No) VISTA CHINO VC4 Future W hitewater Rvr Br.Ye s VISTA CHINO VC5 E side of W hitewater Rvr to Landau Blvd No VISTA CHINO VC7 Date Palm Dr to Da Vall Dr Ye s WASHINGTON ST WSH9 I-10 IC to Ave 38 Ye s WASHINGTON ST WSH10A Ave 38 to Coyote Song Way No WASHINGTON ST WSH10B Coyote Song Way to Ramon Rd No WORSLEY RD WORS1 20th Ave to Dillon Rd No WORSLEY RD WORS2 Dillon Rd to 1 mile S of Pierson Blvd No WORSLEY RD WORS3 1 mile S of Pierson Blvd to Pierson Blvd No WORSLEY RD WORS4 Pierson Blvd to N Indian Canyon Dr Ye s Total 188 94 APPENDIX B: Detailed TUMF Project Cost Estimates Appendix B List of Costs for Projects Considered in TUMF Street Name Segment Number Segment Description Project Costs 20TH AVE 20B N Indian Canyon Dr to Little Morongo Rd (missing link)$11,208,000 20TH AVE 20C Little Morongo Rd to Palm Dr (missing link)$15,974,400 20TH AVE 20D Palm Dr to Mountain View Rd $7,036,800 AVE 44 44A Ave 44 Br./Low Water Xing $14,313,000 AVE 44 44B Monroe St to Low Water Xing $7,411,950 AVE 44 44C Low Water Xing to Dillon Rd $12,083,250 AVE 48 48E Jackson St to Van Buren St $5,315,970 AVE 48 48F Van Buren St to W of SR-86 $2,275,088 AVE 48 48H Grade Separation at Hwy 111/SPRR $22,011,480 AVE 50 50A Future Ave 50 SR-86S IC $55,222,500 AVE 50 50B1 Washington St to E side of Br. at Evac. Chnl (Incl. Br. at Evac. Chnl)$8,799,480 AVE 50 50C Jefferson St to Madison St (Incl. Br. at All-Amer. Canal)$7,131,405 AVE 50 50D Madison St to Monroe St $4,977,480 AVE 50 50E Monroe St to Jackson St $2,304,030 AVE 50 50F Jackson St to Van Buren St $12,084,000 AVE 50 50G Van Buren St to Harrison St $14,301,582 AVE 50 50I2 Cabazon Rd to SR-86S (Incl. Br. at Whitewater Chnl) $3,356,880 AVE 50 50J Grade Separation Hwy 111/SPRR $21,687,600 AVE 50 50K SR-86S to I-10 IC $45,177,600 AVE 50 50L Br. at All-Amer. Canal (in 50K)$3,952,320 AVE 50 50M Future Ave 50 I-10 IC $62,687,500 AVE 52 52B Jefferson St to Madison St (Excl. Br. at All-Amer. Canal)$2,075,940 AVE 52 52D Monroe St to Jackson St $4,195,800 AVE 52 52E Jackson St to Calhoun St $2,660,400 AVE 52 52F1 Calhoun St to Van Buren St $2,699,400 AVE 52 52F2 Van Buren St to Frederick St $4,689,300 AVE 52 52G Frederick St to Harrison St $6,190,104 AVE 52 52IA Harrison St to Shady Ln $13,286,328 AVE 52 52IB Shady Ln to Hwy 111 $1,629,900 AVE 52 52K Future Ave 52 SR-86S IC $53,782,500 AVE 52 52L Hwy 111 to SR-86S (Incl. Br. at Whitewater Chnl)$22,536,194 AVE 52 52M SR-86S to Pierce St $20,556,880 AVE 54 54A Van Buren St to Harrison St $4,794,900 AVE 54 54B Harrison St to Tyler St $4,560,300 AVE 54 54C Tyler St to Hwy 111 $6,380,750 AVE 56 / AIRPORT BLVD 56G Polk St to Highway 111 (Grapefruit Blvd)$1,155,714 AVE 56 / AIRPORT BLVD 56I SPRR to SR-86 (Incl. Br. at Whitewater Chnl)$13,329,000 58TH AVE 58D Jackson St to Van Buren St $4,583,040 58TH AVE 58E Van Buren St to Harrison St $4,583,040 66TH AVE 66A Future 66th Ave SR-86 IC $46,934,500 66TH AVE 66B 66th Ave Br./Low Water Xing $2,826,960 66TH AVE 66C Grade Separation at Hwy 111/SPRR (Bridge)$48,044,000 CATHEDRAL CYN DR CTHCN2 E Palm Canyon Dr to N side of Whitewater Br. (Incl. Cath Cyn Br.)$4,815,850 COOK ST (formerly CHASE SCHOOL RD)CHSC1 I-10 IC to Ramon Rd $25,501,600 COOK ST CK4 Frank Sinatra Dr to Country Club Dr $3,997,488 COOK ST CK5 Country Club Dr to N side of Whitewater Br.$6,228,320 Appendix B List of Costs for Projects Considered in TUMF Street Name Segment Number Segment Description Project Costs COOK ST CK6 S side of Whitewater Br. to Fred Waring Dr $1,212,030 COUNTRY CLUB DR CC5 Portola Ave to Cook St $3,714,480 COUNTRY CLUB DR CC8 Oasis Club Dr to Washington St $3,812,300 CROSSLEY RD / GOLF CLUB DR CROSLY1 Ramon Rd to Mesquite Ave/Dinah Shore Dr $2,283,600 CROSSLEY RD / GOLF CLUB DR CROSLY2 Dinah Shore Dr/Mesquite Ave to 34th Ave $2,928,100 DA VALL DR DVALL5 Future Da Vall I-10 IC $71,647,500 DA VALL DR DVALL6 I-10 IC to Varner Rd (Incl. Br. at Long Cyn Chnl)$24,753,600 DILLON RD DLN1 SR-62 to N Indian Canyon Dr $29,522,800 DILLON RD DLN2 Intersection of Dillon Rd & N Indian Canyon Dr $956,500 DILLON RD DLN3 N Indian Canyon Dr to Palm Dr (Incl. Future Br. at Mission Cr.)$12,887,680 DILLON RD DLN4 Intersection of Dillon Rd & Palm Dr $956,500 DILLON RD DLN5 Palm Dr to Mountain View Rd $5,353,920 DILLON RD DLN6 Mountain View Rd to Bennett Rd $11,495,760 DILLON RD DLN10 Ave 44 to I-10 IC $9,427,480 DILLON RD DLN12 Br. at Whitewater Chnl $1,487,125 DILLON RD DLN13 S side of Whitewater Br. to Hwy 111 $4,062,858 DILLON RD DLN14 Dillon Rd I-10 IC $18,150,000 DILLON RD DLN15 Dillon Rd SR-86S IC $15,360,000 E PALM CYN DR PLCN8 Sunrise Way to Farrell Dr $1,531,200 E PALM CYN DR PLCN9 Farrell Dr to Gene Autry Trl (Incl. Br. at Palm Cyn Wash)$7,725,600 E PALM CYN DR PLCN11A Cathedral Canyon Dr to Date Palm Dr $2,166,000 E PALM CYN DR PLCN11B Date Palm Dr to E Cath. City limits $2,483,800 FRANK SINATRA DR FS6 Monterey Ave to Portola Ave $4,750,434 GENE AUTRY TR GAT2A E Palm Cyn to Eagle Way $631,450 GENE AUTRY TR GAT2B Bridge over Palm Canyon Wash $6,655,700 GENE AUTRY TR GAT2E Mesquite Ave to Ramon Rd $957,600 GENE AUTRY TR GAT3 Future Whitewater Rvr Br.$233,900,000 GERALD FORD DR GFD5 Intersection of Gerald Ford Dr and Bob Hope Dr $1,099,332 GOLF CENTER PKWY GPKWY1 Golf Center Pkwy. I-10 IC $19,481,100 GOLF CENTER PKWY GPKWY4 Ave 45 to Hwy 111 $2,725,800 GRAPEFRUIT BLVD GRPF1 Ave 48/Dillon Rd to Ave 50 $4,978,000 GRAPEFRUIT BLVD GRPF2 Ave 50 to Ave 52 $12,157,200 GRAPEFRUIT BLVD GRPF3 Ave 52 to Ave 54 $12,772,500 HACIENDA AVE (now RUBY DR and ESTRADA AVE)HAC0A SR62 to N Indian Canyon Dr $34,336,000 HACIENDA AVE (now 13TH AVE)HAC0B N Indian Canyon Dr to Little Morongo Rd $12,503,040 HACIENDA AVE HAC1A Little Morongo Rd to Cholla Dr $7,793,280 HACIENDA AVE HAC1B Cholla Dr to Palm Dr $2,653,200 HARRISON ST HARSN1 Grapefruit Blvd to Ave 52 $3,677,200 HARRISON ST HARSN3 Ave 54 to Ave 56 (Airport Blvd)$9,694,080 HIGHWAY 74 HWY74A Highway 111 to El Paseo $450,240 HIGHWAY 111 HWY111F Cook St to Eldorado Dr $3,537,600 HIGHWAY 111 HWY111G Eldorado Dr to Miles Ave $4,924,800 HIGHWAY 111 HWY111H Miles Ave to Washington St (incl. Br. Over Deep Cyn Chnl)$7,573,400 INDIAN CYN DR INCN1 Ramon Rd to Tahquitz Cyn Way $5,847,600 INDIAN CYN DR INCN2 Tahquitz Cyn Way to Alejo Rd $2,123,550 INDIAN CYN DR INCN3 Alejo Rd to Tachevah Dr $2,383,200 Appendix B List of Costs for Projects Considered in TUMF Street Name Segment Number Segment Description Project Costs INDIAN CYN DR INCN4 Tachevah Dr to Vista Chino $1,463,550 INDIAN CYN DR INCN5 Vista Chino to Racquet Club Rd $1,440,900 INDIAN CYN DR INCN7 Sunrise Pkwy to Garnet Avenue $204,099,790 INDIAN CYN DR INCN9 20th Ave to 19th Ave $1,722,800 INDIAN CYN DR INCN10 19th Ave to Dillon Rd $7,379,840 INDIAN CYN DR INCN11 Dillon Rd to 14th Ave $5,510,000 INDIAN CYN DR INCN12 14th Ave to Pierson Blvd $4,903,440 INDIAN CYN DR INCN13 Pierson Blvd to Mission Lakes Blvd (Incl. Future Br. at Mission Cr.)$6,945,600 INDIO BLVD INDIO0 I-10 Interchange to Jefferson St (includes 2 railroad bridges)$21,888,720 INDIO BLVD INDIO1 Jefferson St to Madison St (over All-Amer. Canal)$2,920,195 JACKSON ST JAC2A1 I-10 IC to 43rd Ave $17,915,106 JACKSON ST JAC2A2 43rd Ave to Ave 44 $10,967,500 JACKSON ST JAC4 Ave 48 to Ave 50 $5,615,280 JACKSON ST JAC5 Ave 50 to Ave 52 $2,047,650 JACKSON ST JAC6 Jackson St I-10 IC $19,826,100 JEFFERSON ST JEF2A 58th Ave to 62th Ave $13,518,000 JEFFERSON ST JEF9A1 40th Ave to 0.27 mi S of Ave 39 $1,011,840 KEY LARGO AVE KL1 Dinah Shore Dr. to Varner Rd (Incl. flyover at I-10 and RR)$23,868,000 LANDAU BLVD LAN1 Vista Chino to Verona Rd $832,000 LANDAU BLVD LAN2 Verona Rd to I-10 IC (Incl. Br. over RR, missing link)$19,280,000 LANDAU BLVD LAN3 Future Landau Blvd I-10 IC (missing link)$71,647,500 LANDAU BLVD LAN4 I-10 IC to Varner Rd (missing link)$22,614,400 LITTLE MORONGO RD LM2 Pierson Blvd to Two Bunch Palms Trl $4,506,240 LITTLE MORONGO RD LM3 Two Bunch Palms Trl to Dillon Rd (Incl. Future Br. at Mission Cr.)$14,539,120 LITTLE MORONGO RD LM4 Dillon Rd to 20th Ave $19,768,320 MADISON ST MAD5 Ave 52 to Ave 50 $6,608,460 MADISON ST MAD7A 0.25 mi N of Ave 49 to Ave 48 $898,920 MADISON ST MAD7B Ave 48 to Hwy 111 $1,450,140 MADISON ST MAD9 Miles Ave to Fred Waring Dr (Incl. Br. over WW Chnl and All- Amer. Canal, missing link)$18,607,200 MISSION LAKES BLVD MSLK0 SR 62 to Indian Canyon Dr $29,315,840 MONROE ST MON1 0.25 mi N of Ave 42 to Ave 42 $1,754,280 MONROE ST MON6 Monroe St I-10 IC $2,400,000 MONROE ST MON9 I-10 Interchange to 900 ft N of Oleander $15,467,750 MONTEREY AVE MNT1-6 Highway 111 to Fred Waring Dr $1,240,800 MONTEREY AVE MNT2-6 Fred Waring Dr to Clancy Lane (Incl. Br. at Whitewater River)$13,247,266 MONTEREY AVE MNT3-6 Clancy Lane to Country Club Dr $3,557,376 MOUNTAIN VIEW RD MTV1A Hacienda Ave to Brunner Ln $4,016,160 MOUNTAIN VIEW RD MTV1B Brunner Ln to Dillon Rd $3,315,840 N PALM CYN DR PLCN3 Alejo Rd to Tahquitz Cyn Rd $1,182,150 N PALM CYN DR PLCN4 Tahquitz Cyn Rd to Ramon Rd $1,310,850 N PALM CYN DR PLCN5 Ramon Rd to Mesquite Ave (Incl. Br at Tahquitz Creek)$6,437,440 N PALM CYN DR PLCN6 Mesquite Ave to E Palm Cyn Dr $1,436,200 PALM DR PD1 I-10 IC to Varner Rd $4,024,416 PALM DR PD3 20th Ave to Dillon Rd $7,736,256 PALM DR PD4 Dillon Rd to Two Bunch Palms Trl $5,359,464 Appendix B List of Costs for Projects Considered in TUMF Street Name Segment Number Segment Description Project Costs PALM DR PD7 Pierson Blvd to Mission Lakes Blvd $4,241,952 POLK ST PLK1 Polk St from Ave 52 to Ave 48 $19,754,280 PORTOLA AVE POR1 Hwy 111 to Magnesia Falls Dr $5,638,410 PORTOLA AVE POR3 Country Club Dr to Frank Sinatra Dr $4,180,000 PORTOLA AVE POR4A Frank Sinatra Dr to Julie Ln $2,606,400 PORTOLA AVE POR5B Dinah Shore Dr to I-10 IC (Incl. Br. over RR)$23,026,500 PORTOLA AVE POR6 Future Portola Ave I-10 IC $71,647,500 RAMON RD RAM1 S Palm Cyn Dr to S Indian Cyn Dr $372,240 RAMON RD RAM2 S Indian Cyn to Sunrise Way (Incl. Baristo Storm Chnl Xing)$4,279,950 RAMON RD RAM3 Sunrise Way to Farrell Dr $2,574,880 RAMON RD RAM3A Intersection of Ramon Rd and Sunrise Way $1,051,947 RAMON RD RAM4 Farrell Dr to El Cielo Rd $1,717,600 RAMON RD RAM4A Intersection of Ramon Rd and Farrell Drive $957,177 RAMON RD RAM5 El Cielo Rd to Gene Autry Trl $8,367,900 RAMON RD RAM5A Intersection of Ramon Rd and Crossley Rd $1,051,947 RAMON RD RAM7 Br. at Whitewater Rvr $24,864,323 S VALLEY PKWY / AVE 60 SV1 Monroe St to Jackson St $4,494,240 S VALLEY PKWY / AVE 60 SV2 Jackson St to Van Buren St $4,741,440 S VALLEY PKWY / AVE 60 SV3 Van Buren St to Harrison St $5,269,440 S VALLEY PKWY SV4 Harrison St to Tyler St (missing link)$9,583,600 S VALLEY PKWY SV5 Tyler St to Polk St (missing link)$10,562,080 S VALLEY PKWY / 62ND AVE SV8 Pierce St to SR-86 $3,892,200 S VALLEY PKWY / 62ND AVE SV9 Future Ave 62 SR-86 IC $46,550,500 THOUSAND PALMS CYN RD THPL1 Ramon Rd to Dillon Rd $17,252,840 TWO BUNCH PALMS TR / 14TH AVE TBP1 N Indian Canyon Dr to Little Morongo Rd $12,522,240 TWO BUNCH PALMS TR TBP2 Little Morongo Rd to Palm Dr $5,422,560 TWO BUNCH PALMS TR TBP3 Palm Dr to Miracle Hill Rd $4,278,787 TYLER ST TYL1 Ave 50 to I-10 frontage road $11,854,020 VAN BUREN ST VANB2 Ave 48 to Ave 50 $3,519,200 VAN BUREN ST VANB3 Ave 50 to Ave 52 $4,690,800 VAN BUREN ST VANB5 Ave 54 to Ave 56/Airport Blvd $5,332,536 VARNER RD VRNR0 20th Ave to Palm Dr $20,249,600 VARNER RD VRNR1 Palm Dr to Mountain View Rd $6,295,000 VARNER RD VRNR2 Mountain View Rd to Date Palm Dr $12,505,200 VARNER RD VRNR3 Date Palm Dr to Ramon Rd $47,489,880 VARNER RD VRNR7B Ave 38 to Washington St $11,293,450 VARNER RD / AVE 42 VRNR9 Jefferson St to Madison St (Incl. Br. over All-Amer. Canal)$9,872,400 VARNER RD / AVE 42 VRNR10B Clinton St to Monroe St $4,952,640 VARNER RD / AVE 42 VRNR11 Monroe St to Gore St $2,327,424 VISTA CHINO VC1 N Palm Canyon Drive to Sunrise Way $5,288,420 VISTA CHINO VC1A Intersection of Vista Chino and N Palm Canyon Dr $984,150 VISTA CHINO VC2 Sunrise Way to Gene Autry Trl $5,668,080 VISTA CHINO VC2AA Intersection of Vista Chino and Sunrise Way $1,073,547 VISTA CHINO VC2AB Intersection of Vista Chino and Farrell Drive $967,677 VISTA CHINO VC2A Intersection of Vista Chino and Gene Autry Trl $1,014,039 VISTA CHINO VC3 Gene Autry Trl to W side of Whitewater Rvr $1,185,600 Appendix B List of Costs for Projects Considered in TUMF Street Name Segment Number Segment Description Project Costs VISTA CHINO VC4 Future Whitewater Rvr Br.$94,701,810 VISTA CHINO VC7 Date Palm Dr to Da Vall Dr $20,625,000 WASHINGTON ST WSH9 I-10 IC to Ave 38 $3,055,200 WORSLEY RD WORS4 Pierson Blvd to N Indian Canyon Dr $11,646,600 Total $2,505,969,566 55575.17003\42697392.1 A-2 ATTACHMENT 2 CVAG STAFF REPORT ON TUMF INFLATION ADJUSTMENT FOR CALENDAR YEAR 2025 ITEM 7H Coachella Valley Association of Governments Executive Committee April 29, 2023 STAFF REPORT Subject: TUMF Inflation Adjustment for Calendar Year 2025 Contact: Peter Satin, Conservation Program Manager (psatin@cvag.org) Recommendation: Adopt a 3.6-percent increase in Transportation Uniform Mitigation Fee (TUMF) rates to take effect January 1, 2025, and update the TUMF Handbook to reflect the revised fee upon its effective date Transportation Committee: Concurred (Meeting of April 1) Background: The Transportation Uniform Mitigation Fee (TUMF) was established in 1989 as a one-time impact fee charged on all new development occurring within the CVAG region. Monies collected through the TUMF program are applied to transportation-related capital facilities and infrastructure required to serve new growth within the Coachella Valley and are intended to compliment revenue generated through Riverside County’s Measure A sales tax. To date, TUMF has provided less than the intended share of match toward Measure A funding. The current TUMF rates were adopted in 2018 upon the completion of a revised Nexus Study, Transportation Project Prioritization Study, Regional Arterial Cost Estimate, and Active Transportation Plan. Prior to their adoption, the fee had remained unchanged at $192/trip for over a decade. The 2018 Nexus Study originally proposed a revised fee of $751/trip; however, this fee was reduced to the current $245/trip after re-evaluating which regional transportation projects would likely be built in the near-term. This rate equates to $2,313 for a single-family dwelling, as compared to the $10,104 currently charged by Western Riverside Council of Governments for similar development. The 2018 TUMF Handbook allows for the consideration of an annual inflation adjustment: The inflation factor shall be the same one utilized by the Coachella Valley Local Development Mitigation Fee, based on the Riverside-San Bernardino-Ontario Consumer Price Index (CPI). Such CPI will be reviewed annually by the Executive Committee which will determine whether or not to apply the inflation factor. The Local Development Mitigation Fee (LDMF) inflation factor is calculated on the CPI for All Urban Consumers (CPI-U), All items, as the over-the-year percent change, measured as of December in the calendar year which ends in the previous fiscal year. The Riverside-San Bernardino-Ontario CPI is measured every other month, and does not include data for the month of December. To approximate a data point for an unrecorded month, the Bureau of Labor Statistics (BLS) recommends taking the square root of the product of the indexes for the preceding and subsequent months, in this case November and January. This approximated December data point can then be used to calculate the over-the-year percent change. Applying regular increases due to inflation is a preferred approach to infrequent increases to catch up over time. An inflation factor of 7.4-percent was applied across each of CVAG’s TUMF categories by the Executive Committee at its April 2023 meeting. In accordance with California’s Mitigation Fee Act, and to allow member jurisdictions time to update their local TUMF ordinances as needed, implementation of the inflation factor did not go into effect until January 1, 2024. The CPI-U, All items for the Riverside-San Bernardino-Ontario metropolitan area rose by 3.58- percent for calendar year 2023. BLS notes that some entities choose to calculate “core” inflation on the CPI-U, less food and energy (the latter of which includes motor fuel), as these items tend to be more volatile in their pricing. Removing these volatile items from the regional CPI results in an inflation factor of 4.72-percent, largely due to reductions in the price of fuel and other energy sources. CVAG staff recommend applying the CPI-U, All items inflation factor of 3.58-percent to the current fee assessments, as described in the below table. TUMF Category Current Rate Proposed Rate Difference Residential (per dwelling unit) Single family detached $2,740 $2,840 $100 Multi-family attached $1,580 $1,635 $55 Nursing/congregate care $585 $605 $20 Transit oriented single family $2,330 $2,415 $85 Transit oriented multi-family $1,345 $1,395 $50 Non-Residential (per 1,000 sq. ft) Retail $7,130 $7,385 $255 Office $2,835 $2,935 $100 Industrial $1,440 $1,490 $50 Fuel - gas (per dispensing unit) $10,220 $10,585 $365 Fuel - electric (per dispensing unit) $105 $110 $5 Hotel (per room) $4,165 $4,315 $150 Golf course (per acre) $1,090 $1,130 $40 The revised rates would be implemented January 1, 2025 so that member jurisdictions will have sufficient time to amend local ordinances. The rates listed in the TUMF Handbook will also be updated at that time to reflect the adjustment. This information was provided to the Desert Valleys Builders Association (DVBA) for comment on March 8, 2024. They have submitted a letter (attached) indicating support for a “periodic, systematic, and standard increase.” Fiscal Analysis: Based on TUMF revenues generated in fiscal year 2022-2023, adjusting current TUMF rates based on the CPI-U, All items inflation rate of 3.56-percent would result in additional revenue of $275,774. Revising the TUMF Handbook will have no fiscal impact. Attachments: DVBA comment letter dated March 21, 2023 55575.17003\42697392.1 A-3 ATTACHMENT 3 CVAG REVISED TUMF FEE SCHEDULE EFFECTIVE JANUARY 1, 2025 May 1, 2024 REVISED FEE SCHEDULE FOR THE TRANSPORTATION UNIFORM MITIGATION FEE EFFECTIVE JAUARY 1, 2025 The Transportation Uniform Mitigation Fee (TUMF) is a development impact fee designed to offset the effects of population growth on transportation infrastructure within the Coachella Valley. It is charged on any construction that will result in an increase in vehicular trips. The TUMF is collected by the permitting jurisdiction in accordance with an adopted local ordinance, which further allows for an annual adjustment for inflation based on the Consumer Price Index for the Riverside-San Bernardino-Ontario metropolitan area. This inflation factor has been applied to the current fee schedule and results in the revised rates that will be assessed on new development starting January 1, 2025. TUMF Category Assessment Unit Rate as of January 1, 2025 Single family detached Dwelling unit $2,840 Multi-family attached Dwelling unit $1,635 Nursing/congregate care Dwelling unit $605 Retail 1,000 sq. ft. $7,385 Office 1,000 sq. ft. $2,935 Industrial 1,000 sq. ft. $1,490 Fuel - gas Dispensing unit $10,585 Fuel - electric Dispensing unit $110 Hotel Room $4,315 Golf course Acre $1,130 For any question regarding the application of TUMF, please contact the Coachella Valley Association of Governments at (760) 346-1127 or by emailing cvag@cvag.org. 55575.17003\42697392.1 A-4 ATTACHMENT 4 CVAG Executive Committee Minutes of April 29, 2024 EXECUTIVE COMMITTEE MINUTES OF APRIL 29, 2024 PAGE 1 EXECUTIVE COMMITTEE MINUTES OF MEETING April 29, 2024 1.CALL TO ORDER The Executive Committee meeting was called to order by Chair Scott Matas, Mayor of the City of Desert Hot Springs, at 4:30 p.m. at the CVAG Conference Room, 73-710 Fred Waring Drive, Suite 104, in the City of Palm Desert. Zoom videoconferencing was available from the City of Blythe and Riverside County’s District 5 Office in Moreno Valley. 2.ROLL CALL A roll call was taken, and it was determined that a quorum was present. Those in attendance were as follows: MEMBERS PRESENT AGENCY Mayor Steven Hernandez, Past Chair City of Coachella Mayor Jeffrey Bernstein City of Palm Springs Councilmember Waymond Fermon City of Indio Tribal Member Brenda Soulliere Cabazon Band of Mission Indians Mayor Greg Sanders City of Indian Wells Mayor Mark Carnevale City of Cathedral City Councilmember Kathleen Kelly City of Palm Desert Mayor Linda Evans City of La Quinta Mayor Joseph DeConinck City of Blythe (via Zoom) Supervisor V. Manuel Perez County of Riverside 4th District ** Mayor Pro Tem Ted Weill, Vice Chair City of Rancho Mirage (left at 8C) Mayor Scott Matas, Chair City of Desert Hot Springs ** Supervisor Perez left at the start of Item 8C and his alternate, Deputy Chief of Staff Pat Cooper, stayed for the remainder of the meeting MEMBERS NOT PRESENT AGENCY Tribal Chair Darrell Mike Twenty-Nine Palms Band of Mission Indians Tribal Vice Chair Joseph Mirelez Torres Martinez Desert Cahuilla Indians Tribal Chair Reid Milanovich Agua Caliente Band of Cahuilla Indians Supervisor Kevin Jeffries County of Riverside 1st District Supervisor Karen Spiegel County of Riverside 2nd District Supervisor Chuck Washington County of Riverside 3rd District Supervisor Yxstian Gutierrez County of Riverside 5th District 3.PLEDGE OF ALLEGIANCE ITEM 7A EXECUTIVE COMMITTEE MINUTES OF APRIL 29, 2024 PAGE 2 Chair Matas introduced Supervisor V. Manuel Perez, who led the committee in a moment of silence in remembrance of former state Assemblyman Brian Nestande before leading the Executive Committee in the Pledge of Allegiance. 4. AGENDA MODIFICATIONS (IF ANY) The committee has requested to move Agenda Item 8A, regarding CV Sync,to the end of the Discussion/Action agenda. 5. PUBLIC COMMENTS ON AGENDA ITEMS Brad Anderson, resident of Rancho Mirage, addressed the committee and expressed his opposition to items 7C/7E/7G/7H/7L/7J/7K/7L/8A/8C due to meeting protocol not allowing him to hear the presentations prior to public comment. Mr. Anderson asked the Committee to change public comment practice. Management Analyst Elysia Regalado read a public comment emailed from Donald Zeigler, resident of Palm Desert, to the Committee and provided members with a printed copy. 6. CHAIR / EXECUTIVE DIRECTOR ANNOUNCEMENTS Executive Director Tom Kirk kicked off a recognition of longtime Riverside County Transportation Commission Executive Director Anne Mayer, who is retiring on April 30, 2024. Members of the Executive Committee took a moment to thank Ms. Mayer for her dedication and partnership with CVAG and their individual jurisdictions throughout the years. Ms. Mayer addressed the committee and thanked CVAG for their relentless efforts and partnership. 7. CONSENT CALENDAR IT WAS MOVED BY COUNCILMEMBER KELLY AND SECONDED BY MAYOR PRO TEM WEILL A. Approve the Minutes of the February 26, 2024 Executive Committee Meeting B. Authorize the Executive Director, in consultation with the CVAG Chair, to execute the contracts necessary to host an in-person dinner event for the 2024 CVAG General Assembly C. Adopt Updated CVAG Policy No. 21-04 Procurement Policy & Procedures D. Authorize the Executive Director to execute a services contract with Veralink Corporation for managed information technology services for a total amount not- to-exceed $80,080 through June 30, 2025, with an option to extend for two one- year terms E. Authorize the Executive Director to execute Amendment No. 3 with the Politico EXECUTIVE COMMITTEE MINUTES OF APRIL 29, 2024 PAGE 3 Group at a cost of $6,000 each month, plus pre-approved travel costs, through October 2026 for state lobbying services F. Authorize the Executive Director to execute Amendment No. 3 to the Professional Services Agreement with Hoy Civil Engineering, increasing the annual amount by $47,952, incorporating annual increases to adjust for inflation and extending the contract through December 2027 G. Accept the Transportation Uniform Mitigation Fee (TUMF) Annual and Five-Year Report for Fiscal Year 2022/2023 H. Adopt a 3.6-percent increase in Transportation Uniform Mitigation Fee (TUMF) rates to take effect January 1, 2025, and update the TUMF Handbook to reflect the revised fee upon its effective date I. Authorize the Executive Director to commit regional transportation funding to CVAG’s non-infrastructure grant application to maximize leveraging points in the application for Cycle 7 of the state’s Active Transportation Program, with the condition that actual expenditure of funds would be dependent on securing the grant funding J. Approve Amendment Six to the AB 2766 Memorandum of Understanding between CVAG and the member jurisdictions to maintain the contributions at 75% for the Regional PM 10 Street Sweeping Program, through June 30, 2026 K. Authorize the Executive Director to take any necessary steps for CVAG to submit grant applications to the Governor’s Office of Planning & Research’s Integrated Climate Adaptation Resiliency Program, including letters of commitment and agreements between partnering agencies L. Resolution Pursuant to Government Code Section 54221 declaring that certain real property located east of Bob Hope Drive & South of Ramon Road (APN: 658-010-010) is Exempt Surplus Land and Finding that such declaration is not a Project subject to Environmental Review under the California Environmental Quality Act. THE MOTION CARRIED WITH 12 AYES AND 7 MEMBERS ABSENT MAYOR HERNANDEZ AYE MAYOR BERNSTEIN AYE COUNCILMEMBER FERMON AYE TRIBAL CHAIR MIKE ABSENT TRIBAL VICE CHAIR MIRELEZ ABSENT TRIBAL COUNCILMEMBER SOULLIERE AYE TRIBAL CHAIR MILANOVICH ABSENT MAYOR SANDERS AYE MAYOR CARNEVALE AYE COUNCILMEMBER KELLY AYE MAYOR EVANS AYE MAYOR DECONINCK AYE SUPERVISOR JEFFRIES ABSENT SUPERVISOR SPIEGEL ABSENT EXECUTIVE COMMITTEE MINUTES OF APRIL 29, 2024 PAGE 4 SUPERVISOR WASHINGTON ABSENT SUPERVISOR PEREZ AYE SUPERVISOR GUTIERREZ ABSENT MAYOR PRO TEM WEILL AYE MAYOR MATAS AYE 7.1 ITEM(S) HELD OVER FROM CONSENT CALENDAR None. 8. DISCUSSION / ACTION Agenda Item 8A was moved to the end of the discussion/action items. B. Regional Pavement Management Program Transportation Director Jonathan Hoy presented the staff report and discussed next steps. IT WAS MOVED BY SUPERVISOR PEREZ AND SECONDED BY COUNCILMEMBER FERMON TO DIRECT THE EXECUTIVE DIRECTOR TO UPDATE THE 2011 PAVEMENT MANAGEMENT ANALYSIS REPORT AND RETURN WITH POLICY RECOMMENDATIONS FOR A REGIONAL PAVEMENT MANAGEMENT PROGRAM FOR CVAG’S REGIONAL ARTERIAL ROADWAY NETWORK THE MOTION CARRIED WITH 12 AYES AND 7 MEMBERS ABSENT MAYOR HERNANDEZ AYE MAYOR BERNSTEIN AYE COUNCILMEMBER FERMON AYE TRIBAL CHAIR MIKE ABSENT TRIBAL VICE CHAIR MIRELEZ ABSENT TRIBAL COUNCILMEMBER SOULLIERE AYE TRIBAL CHAIR MILANOVICH ABSENT MAYOR SANDERS AYE MAYOR CARNEVALE AYE COUNCILMEMBER KELLY AYE MAYOR EVANS AYE MAYOR DECONINCK AYE SUPERVISOR JEFFRIES ABSENT SUPERVISOR SPIEGEL ABSENT SUPERVISOR WASHINGTON ABSENT SUPERVISOR PEREZ AYE SUPERVISOR GUTIERREZ ABSENT MAYOR PRO TEM WEILL AYE MAYOR MATAS AYE C. Next Steps for the Arts and Music Line Project Transportation Program Manager Randy Bowman presented the staff report. Brief member discussion ensued. EXECUTIVE COMMITTEE MINUTES OF APRIL 29, 2024 PAGE 5 IT WAS MOVED BY MAYOR HERNANDEZ AND SECONDED BY MAYOR EVANS TO AUTHORIZE THE EXECUTIVE DIRECTOR TO TAKE THE FOLLOWING ACTIONS FOR THE ARTS & MUSIC LINE PROJECT: 1. EXECUTE AMENDMENT NO. 3 TO THE AGREEMENT WITH ALBERT A. WEBB ASSOCIATES TO EXTEND THE TERM TO DECEMBER 31, 2025, FOR AN ADDITIONAL NOT-TO-EXCEED AMOUNT OF $2,234,565; AND AUTHORIZE THE EXECUTIVE DIRECTOR AND/OR LEGAL COUNSEL TO MAKE CLARIFYING CHANGES/REVISIONS BEFORE EXECUTION; AND 2. NEGOTIATE AND EXECUTE AMENDMENTS TO EXISTING REIMBURSEMENT AGREEMENTS WITH THE CITIES OF COACHELLA, INDIO, AND LA QUINTA TO ADJUST THE LOCAL SHARE OF PRE-CONSTRUCTION SERVICES THE MOTION CARRIED WITH 11 AYES AND 8 MEMBERS ABSENT MAYOR HERNANDEZ AYE MAYOR BERNSTEIN AYE COUNCILMEMBER FERMON AYE TRIBAL CHAIR MIKE ABSENT TRIBAL VICE CHAIR MIRELEZ ABSENT TRIBAL COUNCILMEMBER SOULLIERE AYE TRIBAL CHAIR MILANOVICH ABSENT MAYOR SANDERS AYE MAYOR CARNEVALE AYE COUNCILMEMBER KELLY AYE MAYOR EVANS AYE MAYOR DECONINCK AYE SUPERVISOR JEFFRIES ABSENT SUPERVISOR SPIEGEL ABSENT SUPERVISOR WASHINGTON ABSENT DEPUTY CHIEF OF STAFF COOPER AYE SUPERVISOR GUTIERREZ ABSENT MAYOR PRO TEM WEILL ABSENT MAYOR MATAS AYE D. Construction Contract award with Granite Construction for CV Link Multi-Modal Transportation Corridor Project- Segment 6, Project No. CVL-2024-001A Director of Transportation Jonathan Hoy presented the staff report. Brief member discussion ensued with Mr. Hoy answering questions from the committee. IT WAS MOVED BY MAOYR EVANS AND SECONDED BY COUNCILMEMBER FERMON TO AUTHORIZE THE EXECUTIVE DIRECTOR TO EXECUTE A CONSTRUCTION CONTRACT WITH GRANITE CONSTRUCTION IN AN AMOUNT NOT TO EXCEED $21,560,761, INCLUSIVE OF A 10% CONTINGENCY, FOR SEGMENT 6 OF CV LINK THE MOTION CARRIED WITH 11 AYES AND 8 MEMBERS ABSENT EXECUTIVE COMMITTEE MINUTES OF APRIL 29, 2024 PAGE 6 MAYOR HERNANDEZ AYE MAYOR BERNSTEIN AYE COUNCILMEMBER FERMON AYE TRIBAL CHAIR MIKE ABSENT TRIBAL VICE CHAIR MIRELEZ ABSENT TRIBAL COUNCILMEMBER SOULLIERE AYE TRIBAL CHAIR MILANOVICH ABSENT MAYOR SANDERS AYE MAYOR CARNEVALE AYE COUNCILMEMBER KELLY AYE MAYOR EVANS AYE MAYOR DECONINCK AYE SUPERVISOR JEFFRIES ABSENT SUPERVISOR SPIEGEL ABSENT SUPERVISOR WASHINGTON ABSENT DEPUTY CHIEF OF STAFF COOPER AYE SUPERVISOR GUTIERREZ ABSENT MAYOR PRO TEM WEILL ABSENT MAYOR MATAS AYE E. Contract Amendment with Alta Planning & Design for CV Link Mr. Hoy presented the staff report and the updates since it was reviewed by the Transportation Committee. Member discussion ensued. IT WAS MOVED BY COUNCILMEMBER FERMON AND SECONDED BY COUNCILMEMBER KELLY TO AUTHORIZE THE EXECUTIVE DIRECTOR TO EXECUTE AMENDMENT NO. 13 TO THE AGREEMENTWITH ALTA PLANNING & DESIGN FOR A TOTAL NOT-TO-EXCEED AMOUNT OF $334,000 THE MOTION CARRIED WITH 11 AYES AND 8 MEMBERS ABSENT MAYOR HERNANDEZ AYE MAYOR BERNSTEIN AYE COUNCILMEMBER FERMON AYE TRIBAL CHAIR MIKE ABSENT TRIBAL VICE CHAIR MIRELEZ ABSENT TRIBAL COUNCILMEMBER SOULLIERE AYE TRIBAL CHAIR MILANOVICH ABSENT MAYOR SANDERS AYE MAYOR CARNEVALE AYE COUNCILMEMBER KELLY AYE MAYOR EVANS AYE MAYOR DECONINCK AYE SUPERVISOR JEFFRIES ABSENT SUPERVISOR SPIEGEL ABSENT SUPERVISOR WASHINGTON ABSENT CHIEF OF STAFF COOPER AYE SUPERVISOR GUTIERREZ ABSENT MAYOR PRO TEM WEILL ABSENT MAYOR MATAS AYE EXECUTIVE COMMITTEE MINUTES OF APRIL 29, 2024 PAGE 7 A. Presentation: CV Sync and the before/after comparison of regional signal synchronization improvements Program Manager Kristopher Gunterson discussed the construction of CV Sync and ongoing efforts to improve signal timing. That included a video that simultaneously showed the commute of a vehicle driving westbound on Ramon Road before and after the synchronization of the traveled road, and discussed the improved travel time with synchronization. No action was taken as this was an informational item. 9. INFORMATION a) Executive Committee Attendance b) Status of I-10 Interchange Projects c) CVAG Regional Arterial Program- Project Status Update d) Bicycle/Pedestrian Safety Program- Project Status Update e) Update on broadband installation in the City of Indio f) Lithium Extraction at the Salton Sea g) Update on the Coachella Valley Energy Commission h) Update on the Climate Pollution Reduction Grant Application and the Region’s Priority Climate Action Plan i) Update on Distributed Energy Resources & Microgrids j) Information sharing from Desert Healthcare District/Foundation about ongoing hospital lease negotiations with Tenet These items were included in the agenda packet for members’ information. 10. LEGISLATIVE ITEMS – a) Update from the League of California Cities b) Recap of CVAG’s Legislative Advocacy Efforts Program Manager Emmauel Martinez presented the staff report with legislative updates and bills on watch, as well as a budget update. 11. PUBLIC COMMENTS ON NON-AGENDA ITEMS None EXECUTIVE COMMITTEE MINUTES OF APRIL 29, 2024 PAGE 8 12. ANNOUNCEMENTS The next meeting of the Executive Committee will be held on Monday, June 3, 2024 at 4:30 p.m. at the CVAG Conference Room, 73-710 Fred Waring Drive, Suite 104, Palm Desert, 92260. 13. ADJOURNMENT – Chair Matas adjourned the meeting at 5:24 p.m. Respectfully submitted, Elysia Regalado, Management Analyst