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HomeMy WebLinkAbout9/5/2018 - STAFF REPORTS (2)Ci(V Council Staff Report DATE : September 5, 2018 PUBLIC HEARING SUBJECT: 2018 CVAG TRANSPORTATION UNIFORM MITIGATION FEE (TUMF) NEXUS STUDY, TUMF INCREASE, AND AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF PALM SPRINGS REPEALING AND REPLACING CHAPTER 8 .90 OF THE PALM SPRINGS MUNICIPAL CODE RELATING TO THE TRANSPORTATION UNIFORM MITIGATION FEE FROM : David H. Ready, City Manager BY: Marcus L . Fuller, Assistant City Manager/City Engineer SUMMARY: The City , as a member of the Coachella Valley Association of Governments (CVAG), has collected a transportation uniform mitigation fee (TUMF) since 1989, consistent with Measure A-the 20 year Y2 ¢sales tax measure to fund transportation projects approved by voters of Riverside County in November 1988, and extended for 30 years by voters in November 2002. The Measure A Program has funded billions of local and regional transportation projects within Riverside County, and extends through 2039 . A component of the Measure A Program is the funding of transportation projects on the regional ro adway system attributed to new development. As development projects are approved and constructed , the additional vehicle trips generated by these development projects cause congestion on existing roadways. The Measure A Program implemented the TUMF as a mechanism to mitigate this congestion and fund transportation projects by CVAG that are due to growth occurring within the Coachella Valley. Since 1989, CVAG has adopted various fee studies to determine the TUMF to be collected by the City related to development projects approved and constructed within the City , with the TUMF revenue distributed to CVAG for funding of regional transportation projects within the Coachella Valley. Pursuant to the Mitigation Fee Act (Government Code section 66000 et seq.) the City is required to legally adopt the TUMF to be collected by the City and paid to CVAG pursuant to the Measure A Program . In April 2018 , the CVAG Executive Committee approved and adopted the "Transportation Uniform Mitigation Fee (TUMF) 2018 Fee Schedule Update Nexus Report", (the "2018 Nexus Study"), and an increase to TUMF. This action will allow the Council to consider and officially approve the increase to TUMF pursuant to the Mitigation Fee Act , and to ITEM NO._..;)_._c_._ 2 City Council Staff Report September 5, 2018 --Page 2 CVAG Transportation Uniform Mitigation Fee (TUMF) adopt an Ordinance to repeal and replace the existing TUMF Ordinance with the current CVAG model TUMF Ordinance. RECOMMENDATION: 1. Open the Public Hearing and receive public testimony; 2. Adopt Resolution No. , "A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF PALM SPRINGS, CALIFORNIA, ADOPTING THE TRANSPORTATION UNIFORM MITIGATION FEE (TUMF) 2018 FEE SCHEDULE UPDATE NEXUS STUDY, THE UPDATED TUMF HANDBOOK, AND INCREASING THE TRANSPORTATION UNIFORM MITIGATION FEE APPLICABLE TO ALL DEVELOPMENTS IN THE CITY OF PALM SPRINGS;" 3. Waive the reading of the text in its entirety, read by title only, and introduce for first reading Ordinance No. , "AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF PALM SPRINGS, CALIFORNIA, REPEALING AND REPLACING CHAPTER 8.90 (TRANSPORTATION UNIFORM MITIGATION FEES) OF THE PALM SPRINGS MUNICIPAL CODE." BACKGROUND: In 1987, the California Legislature passed Assembly Bill 1600, also known as the "Mitigation Fee Act." The bill outlined the legal requirements in which a development impact fee is charged by a local governmental agency to an applicant related to the approval of a development project. The fee was intended to pay for all or a portion of the costs of public facilities associated with that project. Two years later, in 1989, the Board of Supervisors of the County of Riverside drafted and adopted Ordinance No. 673, which outlined the establishment of a Transportation Uniform Mitigation Fee (TUMF) Program for the Coachella Valley. The fee would be imposed on future residential, commercial and industrial development within the jurisdiction. The TUMF program compliments the 20-year Measure A sales tax measure approved by the voters of Riverside County in November 1988. To implement and administer Measure A, the Riverside County Transportation Commission (RCTC) adopted its Ordinance 88-1 establishing the Measure A Program through 2009. As Measure A was due to expire in 2009, an effort at its extension was commenced in 2000/2001, with voters approving a 30-year extension of Measure A in November 2002. As a result, RCTC adopted its Ordinance 02-001 updating the Measure A Program and extending it to 2039. At the time of its adoption, the intention was for the TUMF to generate at least the equivalent of Measure A funding toward the Regional Arterial System. Today, TUMF revenue provides less than its intended share of match toward Measure A funding. The TUMF is required to be updated periodically. To accomplish this, a Nexus Study is 3 City Council Staff Report September 5, 2018 --Page 3 CVAG Transportation Uniform Mitigation Fee (TUMF) conducted to evaluate projected growth in the Coachella Valley to the current Transportation Project Prioritization Study (TPPS) Program. The TPPS Program is an engineering analysis prepared and approved by CVAG that evaluates all of the transportation projects on the regional roadway system within the Coachella Valley, and determines a priority ranking of those projects by which CVAG will approve Regional Measure A funds. Only those projects with the highest priority ranking are funded by CVAG and implemented by those cities carrying out those projects. CVAG has utilized a five-year period for its TPPS Program updates, which includes a cost analysis, TUMF nexus study, and a determination of whether the existing TUMF is sufficient to fund the total cost of those transportation projects prioritized by the TPPS. CVAG has consistently evaluated TUMF in ways to ensure it is maintained at a fair and equitable level as conditions change. In 2006, CVAG conducted a TUMF Nexus Study to update the fee, with relatively small changes made. However, the fee was not fully implemented. In 2010, CVAG considered another update, but elected not to move forward, given the economic downturn at that time. STAFF ANALYSIS: CVAG commissioned a new TUMF Nexus Study in 2015. As part of the latest Nexus Study, CVAG established a TUMF/Nexus Advisory Sub-Committee representative of both CVAG's membership and community stakeholders. Transportation Project Prioritization Study It is CVAG's responsibility to prepare and adopt a Regional Transportation Plan (RTP} for the Coachella Valley. This is accomplished through the creation of the TPPS, which identifies and prioritizes the needs of transportation projects in the region. The CVAG Executive Committee approved the most recent TPPS in June 2016. The TPPS incorporated -regional Active Transportation Projects (ATP} such as CV Link, consistent with the California Complete Streets Act (2008), and incorporated the Regional Arterial Cost Estimate (RACE) which established the cost of the Regional Transportation System. Collectively, the TPPS, ATP and RACE create the summary of needs and priorities for the ultimate regional transportation system used for the TUMF Nexus Study. TUMF Nexus Study The 2018 Nexus Study initiated in 2015 and approved in April 2018 by CVAG analyzes the relationship between the ultimate regional transportation system and the travel demand generated by future development. The result is a fee imposed onto new development to pay for its proportional contribution towards the future transportation 4 City Council Staff Report September 5, 2018 --Page 4 CVAG Transportation Uniform Mitigation Fee (TUMF) system. With the TPPS and accompanying documents approved, CVAG's consultant established the TUMF parameters and assumptions, which were presented and approved by the CVAG TUMF/Nexus Advisory Sub-Committee. With the maximum fee as a starting point, CVAG policy then determines what percentage of maximum fee will actually be charged (based on economic and other considerations), with local match and other funding sources making up the difference. CVAG's consultant provided an initial calculation of the maximum fee based upon the initial assumptions. The preliminary calculation of the maximum allowable fee was $751/trip, an increase of nearly 400°/o over the current rate of $192/trip. The Building Industry Association (BIA) and Desert Valley Builder's Association (DVBA) had corresponded with CVAG suggesting the need to reevaluate whether the TPPS projects being included in the TUMF would realistically be built in the next few decades. In response, CVAG coordinated with individual jurisdictions to confirm which of their regional transportation projects would be completed within the next 20 years, as a way to eliminate projects from the 20-year horizon of the Nexus Study, thereby reducing the overall cost of projects to be funded by TUMF. CVAG and its consultant performed additional analysis to ensure the increased TUMF was only as much as is necessary to fund these projects by monetizing external funding assumptions and re-evaluating whether individual projects are feasible within a 15-25 year timeframe. CVAG's revised analysis in coordination with all of the cities eliminated nearly $1 billion of transportation projects from TUMF consideration. RCTC's Ordinance 88-1 which established Measure A, provided that "The Uniform Traffic Mitigation Fee Schedule shall be established in order to generate at least the equivalent of Measure A funding ... ". CVAG determined that further elimination of transportation projects from the Nexus Study as a means to reduce TUMF could be inconsistent to this provision of the Measure A Ordinance in ensuring TUMF is adequately generating Measure A funding. Therefore, on the basis of its elimination of projects beyond a 20 year horizon, CVAG determined a revised calculation of the fee at $245/trip which is a 27°/o increase over the current fee of $192/trip. It is important to note that the TUMF has not been increased from the rate of $192/trip since 2006. By comparison, the TUMF charged by CVAG's companion agency -the Western Riverside Council of Governments (WRCOG) is approximately $989/trip, four times the new rate approved by CVAG. CVAG also noted that the original preliminary calculation of the maximum allowable TUMF of $751/trip would have been below the $989/trip rate currently charged by WRCOG. A copy of the 2018 Nexus Study is included as Attachment 1. 5 City Council Staff Report September 5, 2018 --Page 5 CVAG Transportation Uniform Mitigation Fee (TUMF) Streamlining TUMF CVAG's TUMF program is based on a land use classification category with the daily trip generation rate for that land use taken from the International Transportation Engineers Trip Generation Manual. Originally, CVAG's TUMF Program had approximately 75 land use categories, but it was later reduced to the current 37 land uses for simplification. Based on the last TUMF update, CVAG has experienced a number of problems with some land uses, particularly the shopping center category. Shopping centers are defined as a development with three business establishments in one or more buildings with a minimum total floor area of 10,000 sq. ft., and the largest building is not larger than 50°/o of the floor area. Shopping centers are considered retail/services for the purpose of calculating TUMF. If a business establishment other than a restaurant is specifically listed in the TUMF formula and it's within a shopping center, TUMF is calculated as retail/services. For restaurants, a shopping center may include up to 25°/o restaurant use with no additional TUMF assessment. However, any restaurant use beyond the 25°/o is assessed under the restaurant category (Low Turnover, High Turnover, Fast Food). By meeting this definition, specific high trip generating land uses such as convenience markets and fast food can pay at the general retail rate, which is approximately 1 0°/o of the convenience/fast food TUMF rate which is $54,611.26 per 1 ,000 sq. ft. CVAG noted that there are a number of problems with its administration of TUMF for "shopping centers," including that CVAG staff do not know where all past shopping centers are located. Currently, CVAG staff have had to evaluate small shopping centers that intend to build convenience stores with gas pumps and then expand at some future point in time. CVAG advised that tracking the timeline of these developments is difficult, and a high TUMF payment at first can be a burden for developers. On the basis of these challenges, CVAG recommended streamlining the administration of TUMF where there is only one land-use category for retail development. The proposed new retail rate is 5°/o of the current rate for convenience markets, resulting in a dramatic reduction in the fee charged for that land use. Additional retail establishments on the same development would all be charged at the same rate per 1,000 SF. CVAG also approved changes to the TUMF administration whereby for convenience markets with fuel dispensers, an additional fee will continue to be added for each fuel dispenser. CVAG will distinguish between convenience stores where trip generation is primarily driven by the retail store, and convenience stores where trip generation is driven primarily by the fuel dispensers, and determine the TUMF calculation for the convenience store and the fuel dispensers, with the final rate set by the larger of the two calculations. While CVAG and WRCOG have different TUMF rates, this is the same methodology utilized by WRCOG in their determination of TUMF for convenience markets with fuel dispensers. The overall TUMF is greatly reduced for convenience stores with the new CVAG methodology and rate structure. 6 City Council Staff Report September 5, 2018 --Page 6 CVAG Transportation Uniform Mitigation Fee (TUMF) As part of the current update, CVAG also consolidated land uses (industrial, office, retail) to simplify the process by charging a fee on a stand-alone building based on square footage. Other land uses including single-family and multi-family will be charged per unit and hotels will be charged per room. As a comparison, WRCOG does not have a "shopping center'' provision and also does not have separate, higher TUMF for convenience markets and fast food. They are considered retail uses and pay a flat rate. At its June 25, 2018, meeting, the CVAG Executive Committee approved the 2018 TUMF Handbook, that implements the TUMF streamlining described. Staff has explained CVAG's changes to its administration of TUMF, as it is necessary for Council to officially approve the updated TUMF Handbook which is used by developers within Palm Springs to understand how the TUMF will be calculated for their projects, charged by the City and paid to CVAG. New TUMF Rates The actual fees are determined by multiplying the $245 trip rate by the Institute of Transportation Engineers (ITE) factor for trips per land use. For example, ITE has determined that a typical residential single-family dwelling unit generates, on average, 9.44 trips per day. Therefore, TUMF for a single-family dwelling unit is charged the rate of $245 x 9.44 = $2,312.80 which has been rounded to $2,310. CVAG has also consolidated the 70 land use categories that was in the current TUMF Handbook into the following 12 land use categories: Land-use Category Residential Single-Family Detached Multi-Family, Mobile Home Nursing/Congregate Care Transit Oriented Development Low-Income Housing Non-Residential Industrial Office Retail Fuel-Gas Fuel -Electric Golf Course Hotel New Fee per Unit $ 2,31 0 I dwelling unit $ 1,790 I dwelling unit $ 495 I dwelling unit 15°/o discount Exempt from Fee $ 1,220 I 1,000SF $ 2,390 11,000SF $ 6,01 0 I 1,000SF $ 8,61 0 I dispenser $ 91 I dispenser $ 920 I acre $ 3,510 I room Current Fee per Unit $ 1,837.44 $ 1,276.80 $ 412.80 None Exempt from Fee $ 1,031.56 Varies Varies $ 12,476.44 None $745.92 $ 1,075.96 7 City Council Staff Report September 5, 2018 --Page 7 CVAG Transportation Uniform Mitigation Fee (TUMF) Exemptions CVAG's current TUMF Program includes several exemptions: 1. Low and lower-income residential housing. 2. Public buildings (public schools and public facilities), unless they are primarily leased for-profit enterprises. 3. Building used for religious purposes but excluding other commercial or residential properties or businesses owned by a religious institution. 4. Solar facilities are not charged on arrays but buildings are charged specific rates (Industrial for maintenance or storage buildings or Office Building for office space). The CVAG Executive Committee considered whether to maintain or change these exemptions, including whether to require payment of full TUMF, reduced TUMF, or a waiver of TUMF for affordable housing projects. Ultimately, in its approval in April 2018, the CVAG Executive Committee approved eliminating the exemptions for public buildings, buildings used for religious purposes, and solar facilities. However, the CVAG Executive Committee did retain the exemption in full for affordable housing projects; therefore, the updated TUMF Ordinance reflects only one exemption as follows: Low and lower-income residential housing, including single-family homes, apartments and mobile homes built for those whose income is no more than eighty percent of the median income in the San Bernardino-Riverside Standard Metropolitan Statistical Area and as determined and approved by the City Council or its designee. The sales or rental price shall not exceed the affordability criteria as established under HUD Section 8 guidelines. Inflation CVAG's current TUMF Program does not have an inflationary adjustment factor. As part of the TUMF update, CVAG approved an annual inflationary adjustment to the final TUMF fee utilizing the Consumer Price Index, similar to the inflation factor that was approved for the Coachella Valley Multiple Species Habitat Conservation Plan (CVMSHCP). In discussions with stakeholders, representatives of both the BIA and DVBA expressed support for a fee adjustment but are opposed to an automatic annual adjustment. CVAG staff proposed the annual inflation factor since TUMF revenues have decreased drastically over the last ten years. CVAG has noted that while the economy is not back to its strength it was 1 0 years ago, the inflation adjustment will bring in some minimal revenues that would help further offset the cost of regional improvements. Incorporating an annual inflation adjustment may help to forestall the expensive necessity of a full TUMF Nexus Study. CVAG has agreed with the BIA/DVBA request for annual evaluation of TUMF increases, and any inflation adjustment will be evaluated by the CVAG Executive Committee on an annual basis to determine whether or not to apply the inflation factor to the TUMF program. This is consistent with WRCOG's TUMF Program where the inflation factor is 8 City Council Staff Report September 5, 2018 --Page 8 CVAG Transportation Uniform Mitigation Fee (TUMF) not automatic, but is considered by its Executive Committee on an annual basis. This will require the Council to consider and approve annual increases to TUMF, to the extent CVAG evaluates and approves such an annual inflationary adjustment. A copy of the 2018 TUMF Handbook is included as Attachment 2. TUMF Increase It is necessary for the Council to consider and adopt a Resolution in accordance with the Mitigation Fee Act to implement the increase to TUMF that has been approved by CVAG. Staff notes that in accordance with RCTC's Ordinance 02-001 in its administration of the overall Measure A Program, the City is obligated to enact local ordinances and resolutions to implement TUMF in accordance with CVAG's approval of changes to TUMF. To the extent the Council did not approve the TUMF increase, or 2018 TUMF Handbook, the City would be prevented from receiving its Measure A funding through RCTC and CVAG. A resolution has been prepared in accordance with the Mitigation Fee Act for Council's consideration and adoption, included as Attachment 3. Notice of the public hearing has been provided in accordance with law; a copy of the public hearing notice is included as Attachment 4. TUMF Ordinance Following passage of Measure A in 1988, and RCTC's adoption of Ordinance 88-1 implementing the Measure A Program, on June 27, 1989, the City Council adopted Ordinance No. 1334 establishing the TUMF, providing for the City's legal authority to charge and collect TUMF. Ordinance No. 1334 was not codified and incorporated into the Palm Springs Municipal Code (PSMC). On November 1, 2006, concurrently with the City Council's adoption of Resolution No. 21752 approving the last TUMF 2006 Nexus Study Report and the corresponding increase to TUMF, the City Council adopted Ordinance No. 1704 adding Chapter 8.09 (Transportation Uniform Mitigation Fee) to the PSMC, and repealed the uncodified Ordinance No. 1334. However, Chapter 8.09 as adopted did not reflect the full CVAG TUMF Model Ordinance, and it is necessary for Council to consider at this time an Ordinance to repeal and restate the CVAG TUMF Model Ordinance to ensure consistency with the City's administration of TUMF in accordance with the 2018 Nexus Study and 2018 TUMF Handbook. An ordinance has been prepared for Council's consideration and adoption, included as Attachment 5. 9 City Council Staff Report September 5 , 2018 --Page 9 CVAG Transportation Uniform Mitigation Fe e (TUM F ) ENVIRONMENTAL IMPACT: The requested City Council action is not a "Project" as defined by the California Environmental Quality Act (CEQA). Pursuant to Section 15378 (a), a "Project" means the whole of an action, which has a potential for resulting in either a direct physical change in the environment , or a reasonably foreseeable indirect phys ic a l change in the environment. According to Section 15378 (b) Project does not include: (5) Organizat ional or administrative activities of governments that will not resu lt in direct or indirect physical changes in the environment. FISCAL IMPACT: The increase to TUMF ensures that the City levies and collects a developer impact fee that appropriately mitigates the cost of completing improvements to the regional roadway system in the Coachella Valley attributed to new development projects. TUMF is charged and collected by the City, but transmitted and paid to CVAG for its administration of the Measure A Program within the Coachella Valley. SUBMITTED: --~--"::: ~~~ _/ Marcus L. Fulle r, MPA, P.E ., P.L.S . David H. Ready :ES~ Assistant City Manager/City Engineer City Manager Attachments: 1. CVAG TUMF Nexus Study 2. CVAG TUMF Handbook 3. Resolution No. __ 4. Notice of Public Hearing 5. Ordinance No. 10 Attachment 1 11 Et.Cf1{}r:1;( ~ PiJnnm;;; s~'5tt•m-. [n, Onf• J<._t;•.r•r P!.i,•,; S.;,~r:> I.J l 11 www.epsys.com 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 12 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. TUM F 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 13 Appendices APPENDIX A: TPPS Projects Included in the TUMF Detailed TUMF Project Cost Estimates APPENDIX 8: List of Tables and Figures Table 1 Table 2 Table 3 Table 4 Table 5 Table 6 Table 7 Table 8 Table 9 Table 10 Figure 1 Summary of TUMF per trip Calculation ................................................................ 3 Illustrative TUMF Calculation for Selected Land Use Categories .............................. 4 Estimated Growth in Trip Ends in CVAG Region (2015 -2040) ............................... 7 Summary of TUMF Projects and Total Costs ....................................................... 10 TUMF Capacity Improvements with Existing Deficiencies ..................................... 12 Allocation of TUMF Eligible Project Costs to New Development ............................. 14 Summary of Obligated Funds Available to Off-set TUMF Costs .............................. 15 Estimated Measure A Revenues Available To Off-set TUMF Costs .......................... 18 Net TUMF Costs After Funding from Other Sources ............................................. 19 Calculation of TUMF per Average Daily Trip (ADT) .............................................. 21 CVAG TUMF Boundary ...................................................................................... 6 14 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"). Economic & Planning Systems, Inc. 1 P:\144000s\I44043CVAG\Deliverables\DraftNexusReportS.docx 15 Draft TUMF Nexus Report March 27, 2018 • 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 Economic & Planning Systems, Inc. 2 P: 1 144000s \144043CVAG\Deltverdbles \DrdftNexusReportS. docx 16 Draft TUMF Nexus Report March 27, 2018 ensure accuracy and to enable the adequate programming of fu n d i ng sources. To the extent that transportat ion improvement req uirements, costs, and developmen t potential changes over time, the TUMF wi ll need to be updated. Furth e r information on the implementation and admin istration of the T UMF is pr ovided i n Chapter 7. Summary of the TUMF Calculation Table 1 shows summarizes the TUMF ca lculation per trip consistent wi t h nexus requirements and the associa ted analysis contained in this Technical Report. These transpor ta t ion impact fees are designed to cover the cost of regional transportation improvements required to support new development after existin g deficiencies and known othe r fund i ng sources ha ve been taken into account. The fees app ly to all new residential and non-residentia l p r ojects, except those exempted by State o r federa l law or other means . Table 1 Summary of TUMF per trip Calculation Net TUMF Cost See Table 9 =a $263,335,000 Growth in ADT (20 15 -2040) See Table 3 =b 1,074,520 Avg. TUMF / ADT =a/b $245 While per trip sets the basis for the T UMF, ind iv idual la nd use categories w i ll pay different fees depend i ng on their trip rates per unit. Table 2 provides an illustr ati ve ca lculation of the fee leve l for various land use categories. The actua l land use catego ri es and thei r specific application, including various discou nts, will be included i n the TUMF Handbook, as described in Chapter 7 . Economic & Planning Systems, Inc. 3 P: \J44000s\1440•1JCVA G \Dell vcrables \DrdftNex usReporcS. do ex 17 Draft TUMF Nexus Report March 27, 2018 Table 2 Illustrative TUMF Calculation for Selected Land Use Categories Land Use Category Residential Single Family Detached Multi-Family Non-Residential Industrial Office Retail 2 [1] Based on a TUMF of $245 per ADT. Fee Per Unit1 $2,310 per dwelling $1,790 per dwelling $1,220 per 1,000 sq. ft. $2,390 per 1,000 sq. ft. $6,010 per 1,000 sq. ft. [2) Includes a discount of 35% percent to account for pass-through trips. Economic & Planning Systems, Inc. 4 P:\l44000s\144043CVAG\Deliverables\DraltNexusReportS.docx 18 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 Boundary 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. Economic & Planning Systems, Inc. 5 P:\144000s\144043CVAG\Deftverables\DraftNexusReportS.docx 19 Figure 1 CVAG TUMF Boundary Draft TUMF Nexus Report March 27, 2018 Travel Demand Assumptions and Forecasts Pursuant to the Mitigation Fee Act, development impact fees must establish a reasonable relationship, or nexus, between the cost o f new capital facilities and impr ovements a l located to future development and the contribution of growth to the need for these facilities. For transport ation impact fees, recently updated and adopted traffic models are generally used as a key tool to estima t e the al location of costs of new transportat ion f acilities bet ween existing and futu r e developme nt. Based on direction from the CVAG Execu tive Commi ttee, th e Riverside County Tra ffic Ana lysis Mode l (RIVTAM) has been used to ca lcu late the TUMF. Specifically, as part of this study process, the RI VTAM model has been updated to reflect the latest 2040 socio-economic foreca sts and r oadway network assumptio n s in the CVAG region consistent with SCAG's 2016 Regiona l Transportat io n Plan (RTP). In addition to th e Federal Transportation Improvemen t Program (FTIP) and projects id entified in the 2016 RTP, the TP PS projects were also added to the m odel to estimate the dai ly trips generated in the CVAG region by Year 2040.2 Table 3 shows the estimated growth i n the number of dail y vehic le trip s ends in the CVAG region between existing (2015) and 2040 based on the updated RIVTAM model. As shown, the 2 For transportation modeling pu r poses, even projects not includ ed in th e TUMF ca lculation but included as part of the RT P or FTIP are considered to be part of the regional networ k in 2040. Economic & Planning Sy stems, Inc. 6 P: \ I 44000s \ l-1·104JCVAG\Dellvcrables\DrdftNexvsReportS. do ex 20 Draft TUMF Nexus Report March 27, 2018 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) Total for CVAG Regional Network Source: F&P; RIVTAM Avg. Daily Trip (ADT) Ends in Year: 2015 2040 (with TPPS) 3,141,640 4,216,160 2015 -2040 Growth in ADT Total 1,074,520 Growth as% of 2040 total 25.5% Average Annual 1.2% 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. Economic & Planning Systems, Inc. 7 P:\144000s\144043CVAG\Deliver.Jbles\DraltNexusReport5.docx 21 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). Economic & Planning Systems, Inc. 8 P:\144000s\144043CVAG\Deliverables\DraftNexusReportS.docx 22 Draft TUMF Nexus Report March 27, 2018 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. TUM F 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). s 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. Economic & Planning Systems, Inc. 9 P:\144000s\144043CVAG\Deflver.Jbles\DraftNexusReportS.docx 23 Table 4 Summa r y of TUMF Projects and Total Costs Buildable Projects $2,506,140,000 --Capacity I mprovement Projects $2,143,490,000 --Widening or Updating Cross-Sect ions $69,9 10,000 --Other Operational Im provements $292,570,000 --Resurface or Recons t ruction Only $170,000 TP Reg ional Projects $157, --Reg ional Bicycle Projects --Regional Pede strian I mprovements Other Regional Transportation Projects --CV Link --Valley-wide Signal Sync~ronizat i on Regional Traffic System Costs $2,809,940,000 89.2% 76 .3% 2.5% 10.4% 0.01% 5.6 % 5.3% 0 .3% 5.2% 3.5% 1.7% 100% Draft TUMF Nexus Report March 27, 2018 The bulk of the T UM F project costs, or approx imately 76.3 percent, are identified as "Capacity Improvement Projects." These projects are so -named because they expand t h e capacity of the regional transportation network by adding lanes or entirely new arterials and connections, allowing the network to b etter accom modate growth. The projects r e fe r red t o as "Wid en ing or Updating of Cross-Sections" and "Other Operational Improvements", which comb in e fo r about 13 percent of costs, provide a va riety of benefits to both new and existing commuters, but do not expand the network cap acity i n a measurable way. ATP and other regiona l projects such as CV Link and valley-wide signal synchronization, combine for sl ightly less than 1 1 percent of total costs. Economic & Planning Systems, Inc. 10 P: \144000s \ J•M 043CVAG \Dellver<Jbfes \Dr aftNexusRcport S. do ex 24 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 (0-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 (0-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-~xternal 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 I 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) Economic & Planning Systems, Inc. 11 P:\144000s\144043CVAG\Oeliverables\DraftNexusReportS.docx 25 Draft TUMF Nexus Report March 27, 2018 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 Cost Fair Cost Existing Year Future Year Contributed Segment Considered 20151 2040 w/ TPPS 1 Share to Future Street Name # Segment Description in TUMF Factor Growth ADT V/C ADT VIC d = (c-b) a b c lc e =a "d AVE48 48H Grade Separation at Hwy $22,011,480 21.120 0.85 49,420 0.48 0.57 $12,604,712 111/SPRR AVE 50 50 A Future Ave 50 SR-86S IC $55.222,500 20,260 0.82 37,930 0.35 0.47 $25,725,852 AVE 50 5012 Cabazon Rd to SR-86S (Incl. $3,356.880 20.150 0.72 38,870 0.37 0.48 $1,616,691 Br. at Whitewater Chnl) Dillon Rd. DLN13 S side of Whitewater Br. to $4,062,858 19,440 0.71 46,870 0.43 0.59 $2,377,730 Hwy 111 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.111 F Cook St to Eldorado Dr $3,537,600 47.240 0.72 67,580 0.58 0.30 $1,064,735 Hwy. 111 Hwy.111 G Eldorado Or to Miles Ave $4.924,800 53.240 0.81 73.300 0.64 0.27 $1,347,769 Hwy. 111 H 111 H Miles Ave to Washington St wy. {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 Gamet Ave to 20th Ave $165.000 20,370 0.68 37,920 0.56 0.46 $0 Indian Cyn Or. INCN9 20th Ave to 19th Ave $1,722.800 24.960 0.85 45,050 0.31 0.45 $768,281 Indian Cyn Or. INCN10 19th Ave to Dillon Rd $7,379,840 21.780 0.78 39,410 0.26 0.45 $3,301,360 Pierson Blvd to Mission Lakes Indian Cyn Dr. INCN13 Blvd {Incl. Future Br. at $6,945,600 16,460 0.62 27,730 0.40 0.41 $2,822,824 Mission Cr.) Palm Dr. PD1 1-10 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. Economic & Planning Systems, Inc. 12 P: 1 144000s 1 14404JCVAGIDel•verables\DraftNexusReportS. docx 26 Draft TUMF Nexus Report March 27, 2018 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, and 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 I 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). Economic & Planning Systems, Inc. 13 P:\144000s\144043CVAG\Deliverables\DraftNexusRepot;tS.docx 27 Draft TUMF Nexus Report March 27, 2018 Table 6 Allocation of TUMF Eligible Project Costs to New Development Buildable Projects $2,505,970,000 $2,169,010,747 --Capacity Improvement Projects 1 $2,143,490,000 96.9% $2,076,630,000 --Widening or Updating Cross -Sections 2 $69,910,000 25.5% $17,817,088 --Other Operational l mprovements2 $292,570,000 25.5% $74,563,659 ATP Regional Project s $157,700,000 $40,191,028 --Reg ional Bicycle Proj ec t s2 $149,700,000 25.5% $38,152,168 --Regional Pedestrian l mprovements2 $8,000,000 25.5% $2,038,860 Other Regional Transportation Projects $146,100,000 $37,234,681 --CV Link 2 $99,400,000 25.5% $25,332,836 --Val ley-wide Signal Synchronization 2 S46 , 1oo,ooo 25.5% S11,901,845.28 ~ Total $2,809,770,000 80% $2,246,436,456 [1] Cost allocation based on RIVTAM analysis. For proje cts with no existing defic iencies, 100 percent of costs ar e allocated to gr owth. [2 ] Cost al location based on new trips from 2015 -2040 divided by tot al tri ps in 2040, as shown i n Tabl e 3. Economic & Planning Sys t ems, I n c. 14 P: \144000s\ J4404JCVAG \Dehverables \Dr dft.NexusR~porr 5. docx 28 5. OTHER FUNDING FOR TUMF PROJECTS It is a common practice in ca lculation of a d evelopment impact fee to ded uct any ob li gated o r p r ojected revenue from other funding sources from the tota l cost of planned cap ital faci lities and improvements. Accordingly, this section identifies and quantifies the separate external revenue or funding sources (other than the TUMF i tself) and deducts these amounts from the TUMF calculation. CVAG has programm ing authority for Measure A, State and Federa l formula funds. Riverside County Transportation Commission (RCTC) is the regiona l transportation plann ing agency r espons i ble for adm i nistration of funds throughout Riverside County. Due to the dive r se needs of sub-regions throughout the County, programming decisions within Coache l la Valley are typically delegated to CVAG. Competitive grant funding and programm ing is typ ically managed d i rectly by RCTC or State and Federal sponsoring agencies. Obligated Funds TUMF project costs should exclude fund ing that has already been secured or is ob li gated f rom oth er externa l sources . As of November, 2016, CVAG has approximately $232 mill ion a llocated to TPPS projects from ava ila b le sources. Pr ogramming decisions are made per iod ica l ly and ob l igation va l ues are updated as needed. A list of cu rrent projects and f und ing commitments is summarized in Table 7. Table 7 Summary of Obligated Funds Available to Off-set TUMF Costs --Capacity Improvement Projects 76.3% --Widening or Upd atin g Cr oss-Sections $69,910,000 2.5% Other Ope rational Im provements $292,570,000 10.4% $157,700,000 5.6% Regional Bicycle Projects $1491700,000 5.3% Regional Pedestrian Improvements $8,000,000 0.3% Regional Transportation Projects $146,100,000 5 .2% $77,767,6 $99,400,000 3.5% $75,000,000 Va ll ey-wide Signal Synchronization 1.7% $2,767,625 Regional Traffic System Costs $2,809,770,000 100% $231,953,625 [1) Only includes portion of ob li gated funding applicable t o TUMF related cos t s. Economic & Planning Systems, Inc. 15 P: \ 144000s \ J 44043CVA G\Deliv erdbles\DraftNexusReportS. do ex 29 Draft TUMF Nexus Report March 27, 2018 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 and funding allocations from CMAQ and various other sources. The values are deducted from the TPPS and ATP gross network. Other External Funding 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 Improvements 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 Economic & Planning Systems, Inc. 16 P:\144000s\144043CVAG\Deliverables\DraftNeltusReport5.docll 30 Local Match Draft TUMF Nexus Report March 27, 2018 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 $171A58,175 over a 25-year period ($21,458,175 + $6 million times 25 years). Economic & Planning Systems, Inc. 17 P:\144000s\144043CVAG\Deliverables\OraftNexusReport5.docx 31 Draft TUMF Nexus Report March 27, 2018 Table 8 Estimated Measure A Revenues Available To Off-set TUMF Costs Type of Projection Based on 2007-16 Growth Rate In Measure A $s Based on 2010-16 Growth Rate in Measure A $s Based on SCAG Trip Growth (2017-2040) Average of All Projections 25 Year Total Allocation to TUMF Eligible Projects @ 80% [1] Average Annual Amount $20,308,586 $26,270,481 $21.934.342 $22,837,803 Total Projected Through 2040 $487,406,064 $630,491,536 $526,424,215 $548,107,272 $570,945,075 $456,475,736 [1] Equals to proportion of total TUMF costs allocated to growh, as shown in Table 6. 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. Economic & Planning Systems, Inc. 18 P: \1 44000s \1 44043CVA G\Deliverables \Dr aftNexusReportS. docx 32 Draft TUMF Nexus Report March 27, 2018 Table 9 Net TUMF Costs After Funding fro m Othe r So u r ces ~~--~?-,...,.~-,·-=-~:z:a-~~---.p,,,,. __ -. ----=-"~ ·'4 .·: ·. '''7 . ;.,. . · · .. --.. '-A t c ·N -•• , : -•• • • • • ,,., F I . . . : i . '·· I . __!!lQY!L ~:. ·. ,_._.,,ormua ,· .r·.-~ ., .. "',~".,.':tl' .. { .. " · .. ' -~-· _~ .·.. . ..£>: (:o.;··~.:-:-rr·, ._;. -~ .., . r£~ ...... ·~-~~ ! .. ~-~Jt; ~~-~-"~---...1-....:._ ..... _..:.._. ... ·-------- TUMF Cost Allocation See Table 6 =a $2,24 6,436,000 - Ob li gated Fu nding See Table 7 =b $231,953 ,625 Ex t er nal Funding CVAG Jurisdiction data =c $328,000,000 CV Li nk Costs All oca t ed t o Growth See Table 6 =d $25,332,836 Deve loper Funded Improvem ents CVAG Estimate e = 25 % * (a -d) $555,276,000 St at e and Fed era l 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 Fu ndin g to TU MF See Tabl e 8 =i ~456,476,0 00 Net TUMF Cost s j=g -h -i $263,335,000 Economic & Planning Systems, Inc. 19 P: \ 144000s\J4.f04 J CVAG \Dehverables\OrdftN ex usRepor rS. docx 33 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. Economic & Planning Systems, Inc. 20 P: \ 144000s \ 144043CVA G\Deliver.Jbles \Dr.JftNexusReportS.docx 34 Relationship Draft TUMF Nexus Report March 27, 2018 N ew d evel opmen t in the CVAG region wi l l in crease demands for, and travel on, the region's trans portation network. Transportation fee re ve nue wi ll be used to fund additional tran sp ortation capa c ity n ecessa r y to accommodate this g ro wth. New developmen t wi l l ben efit f ro m the increased transportation cap ac ity . Need Ea ch n ew development project w ill add to the i nc r e m e ntal need fo r tran sp ortation ca pa city and improveme nts. Th e tran sp ortation _im proveme nts consid ered i n this Study have b ee n id entified a nd are n e cessa ry to s upport th e future transportation needs in the CV AG r eg ion. Proportionality Th e f ee levels a r e tied t o fa ir s h a r e cost allocations to n ew d eve lo pm e nt ba sed on the RIVTAM transportation model and adapted for t his study purpose. Recognizing th at some im p r ove m e nts within th e Coachel la Val ley wi ll be com pl et e d b y developer d edication s or us ing alternate funding sources, the TUMF progra m es tablis hes the s hare of un f und e d improvement costs i n rough proportio na lity to the number of t rips genera ted by new development and ass ign s the fa ir-share fee t o n ew deve lop ments o n this basis. The TUMF Calculation Th e data and analysis described above prov id e the core components of the TUMF calculation . The final step in th e TUMF calcu la tio n is to estimate the fe e per trip and by land us e category (i.e. differe nt types of residential ard non-residential develo pmen t ). These calculatio ns are described below . TUMF per Trip Th e TUMF r ate p e r trip is ca lculated by d iv idi ng the net T UMF co st above by t he projected g r owth in averag e dai ly tri ps (ADT) over from 2015 -2040. Specif ically, the fee per trip is calcu lated by div id ing the ag g regate fee p rogram cos t of $263.3 millio n by th e t o tal number of trips generated by n ew deve lopme nt, or 1.074,520, as shown i n Table 10. T he resu lt s in a TUMF of $245 per ADT. Table 10 Calculation of TUMF per Average Daily Trip {ADT} Net TUMF Cos t See Table 9 =a Growth in ADT (2015-2040) See Table 3 =b Avg. TUMF / ADT =a/b $245 Economic & Planning Syst ems, I nc. 21 P: \ 14.:t 000s \I ··t404JCVAG\Deliverablcs \DraftNexusReporrS. docx 35 TUMF by Land Use Draft TUMF Nexus Report March 27, 2018 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 (lOth 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 Land Use Category Residential Single Family Detached Multi-Family Non-Residential Industrial Office Retail ITE Daily Trip Rate/ Unit ITE Code 9.44 dwelling 210 7.32 dwelling 220 4.96 1000 sq. ft. 110 9.74 1000 sq. ft. 710 37.75 1000 sq. ft. 820 ITE Land Use Description Single-Family Detached Housing Multifamily Housing Low Rise General Light Industrial General Office Building Shopping Center 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). Economic & Planning Systems, Inc. 22 P: \ 144000s \ 144043CVAG\Deliverables \DraftNexusReportS. docx 36 Draft TUMF Nexus Report March 27, 2018 Table 12 Illustrative TUMF Calculation for Selected Land Use Categories Land Use Category Residential Single Family Detached Multi-Family Non-Residential Industrial Office Retail 2 [1] Based on a TUMF of $245 per ADT. Fee Per Unie $2,310 per dwelling $1,790 per dwelling $1,220 per 1,000 sq. ft. $2,390 per 1,000 sq. ft. $6,010 per 1,000 sq. ft. [2] Includes a discount of 35% percent to account for pass-through trips. Economic & Planning Systems, Inc. 23 P:\l44000s\l44043CVAG\Dellverables\DraftNexusReportS.docx 37 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 I 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°/o 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°/o or 50°/o 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 Economic & Planning Systems, Inc. 24 P:\144000s\144043CVAG\Deliverables\DraftNexusReportS.docx 38 Draft TUMF Nexus Report March 27, 2018 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. Economic & Planning Systems, Inc. 25 P: \l 44000s \l 44043CVAG\Deliverables\DraftNexusReportS.docx 39 APPENDIX A: TPPS Projects Included in the TUMF 40 Appendix A TPPS Projects Included and Excluded From TUMF Street Name Segment Segment Description Included in TUMF? Number (Yes/No) Yes 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) Yes 20TH AVE 20C Little Morongo Rd to Palm Dr (missing link) Yes 20TH AVE 20D Palm Dr to Mountain View Rd Yes AVE44 44A Ave 44 Br./Low Water Xing Yes AVE44 44B Monroe St to Low Water Xing Yes AVE44 44C Low Water Xing to Dillon Rd Yes AVE48 48B1 Jefferson St to Madison St No AVE48 48B Madison St to W side of AII-Amer. Canal (Excl. Br. At No AII-Amer. Canal) AVE48 48E Jackson St to Van Buren St Yes AVE48 48F Van Buren St to W of SR-86 Yes AVE48 48H Grade Separation at Hwy 111/SPRR Yes AVE 50 50 A Future Ave 50 SR-86S IC Yes AVE 50 50B1 Washington St toE side of Br. at Evac. Chnl (Incl. Br. at Yes Evac. Chnl) AVE 50 50C Jefferson St to Madison St (Incl. Br. at AII-Amer. Canal) Yes AVE 50 50D Madison St to Monroe St Yes AVE 50 50E Monroe St to Jackson St Yes AVE 50 50F Jackson St to Van Buren St Yes AVE 50 50G Van Buren St to Harrison St Yes AVE 50 5012 Cabazon Rd to SR-86S (Incl. Br. at Whitewater Chnl) Yes AVE 50 50J Grade Separation Hwy 111/SPRR Yes AVE 50 50K SR-86S to 1-1 0 IC Yes AVE 50 50L Br. at AII-Amer. Canal (in 50K) Yes AVE 50 50M Future Ave 50 1-10 IC Yes AVE 52 52B Jefferson St to Madison St (Excl. Br. at AII-Amer. Yes Canal) AVE 52 52D Monroe St to Jackson St Yes AVE 52 52E Jackson St to Calhoun St Yes AVE 52 52F1 Calhoun St to Van Buren St Yes AVE 52 52F2 Van Buren St to Frederick St Yes AVE 52 52G Frederick St to Harrison St Yes AVE 52 52H Intersection of Ave 52 and SR-86 No AVE 52 521A Harrison St to Shady Ln Yes AVE 52 521B Shady Ln to Hwy 111 Yes AVE 52 52K Future Ave 52 SR-86S IC Yes AVE 52 52L Hwy 111 to SR-86S (Incl. Br. at Whitewater Chnl) Yes AVE 52 52M SR-86S to Pierce St Yes AVE 54 54 A Van Buren St to Harrison St Yes AVE 54 54B Harrison St to Tyler St Yes AVE 54 54C Tyler St to Hwy 111 Yes AVE 56/ AIRPORT BLVD 56B Monroe St to Jackson St No AVE 56 I 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) Yes AVE 56/ AIRPORT BLVD 561 SPRR to SR-86 (Incl. Br. at Whitewater Chnl) Yes 41 Appendix A TPPS Projects Included and Excluded From TUMF Street Name Segment Segment Description Included in TUMF? Number (Yes/No) 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 Yes 58TH AVE 58E Van Buren St to Harrison St Yes 66TH AVE 66A Future 66th Ave SR-86 IC Yes 66TH AVE 66B 66th Ave Br./Low Water Xing Yes 66TH AVE 66C Grade Separation at Hwy 111/SPRR (Bridge) Yes 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 toE Palm Canyon Dr No CATHEDRAL CYN DR CTHCN2 E Palm Canyon Dr to N side of Whitewater Br. (Incl. Yes Cath Cyn Br.) CATHEDRAL CYN DR CTHCN4 N side of Whitewater Br. to Dinah Shore Dr No CATHEDRAL CYN DR CTHCN5 Dinah Shore Dr to Ramon Rd No COOK ST (formerly CHASE CHSC1 1-1 0 IC to Ramon Rd Yes SCHOOL RD) COOKST CK4 Frank Sinatra Dr to Country Club Dr Yes COOKST CK5 Country Club Dr to N side of Whitewater Br. Yes COOKST CK6 S side of Whitewater Br. to Fred Waring Dr Yes COOKST CK7 Br. at Whitewater Chnl No COUNTRY CLUB DR CC4 Monterey Ave to Portola Ave No COUNTRY CLUB DR CC5 Portola Ave to Cook St Yes 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 Yes CROSSLEY RD I GOLF CLUB DR CROSLY1 Ramon Rd to Mesquite Ave/Dinah Shore Dr Yes CROSSLEY RD I GOLF CLUB DR CROSLY2 Dinah Shore Or/Mesquite Ave to 34th Ave Yes CROSSLEY RD I 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 Way No DA VALL DR DVALL3 McCallum Way to 30th Ave No DAVALL DR DVALL4 30th Ave to 1-10 IC (Incl. Br. over RR) No DA VALL DR DVALL5 Future Da Valll-10 IC Yes DA VALL DR DVALL6 1-10 IC to Varner Rd (Incl. Br. at Long Cyn Chnl) Yes DATE PALM DR DPLMOA Hwy 111 (E Palm Cyn Dr) to Gerald Ford Dr (Incl. at No Cath. Cyn Br., excludes WW Br.) DATE PALM DR DPLMOB Gerald Ford Dr to Dinah Shore Dr No DATE PALM DR DPLMOC Dinah Shore Dr to Ramon Rd No DATE PALM DR DPLM1 Ramon Rd to McCallum Way 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 Yes DILLON RD DLN2 Intersection of Dillon Rd & N Indian Canyon Dr Yes DILLON RD DLN3 N Indian Canyon Dr to Palm Dr (Incl. Future Br. at Yes Mission Cr.) DILLON RD DLN4 Intersection of Dillon Rd & Palm Dr Yes DILLON RD DLN5 Palm Dr to Mountain View Rd Yes 42 Appendix A TPPS Projects Included and Excluded From TUMF Street Name Segment Segment Description Included in TUMF? Number (Yes/No) Yes No DILLON RD DLN6 Mountain View Rd to Bennett Rd Yes DILLON RD DLN7 Bennett Rd to Thousand Palms Cyn Rd (Incl. Br. At No Wide Cyn Chnl) DILLON RD DLN8 Thousand Palms Cyn Rd to Sunny Rock Rd No DILLON RD DLN9 Sunny Rock Rd to Ave 44 (Incl. Br. over AII-Amer. No Canal) DILLON RD DLN10 Ave 44 to 1-10 IC Yes DILLON RD DLN11 1-10 IC toN side of Whitewater Br. No DILLON RD DLN12 Br. at Whitewater Chnl Yes DILLON RD DLN13 S side of Whitewater Br. to Hwy 111 Yes DILLON RD DLN14 Dillon Rd 1-1 0 IC Yes DILLON RD DLN15 Dillon Rd SR-86S IC Yes DUNE PALMS RD DUNEP1 Br. at Whitewater Chnl No DUNE PALMS RD DUNEP2 Highway 111 to Blackhawk Way (formerly Westward No Ho) E PALM CYN DR PLCN7 Palm Cyn Dr to Sunrise Way No E PALM CYN DR PLCN8 Sunrise Way to Farrell Dr Yes E PALM CYN DR PLCN9 Farrell Dr to Gene Autry Trl (Incl. Br. at Palm Cyn Yes Wash) E PALM CYN DR PLCN11A Cathedral Canyon Dr to Date Palm Dr Yes E PALM CYN DR PLCN11B Date Palm Dr toE Cath. City limits Yes FRANK SINATRA DR FS6 Monterey Ave to Portola Ave Yes 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 I No Dinah Shore Dr GENE AUTRY TR GAT2A E Palm Cyn to Eagle Way Yes GENE AUTRY TR GAT2B Bridge over Palm Canyon Wash Yes GENE AUTRY TR GAT2C N of Palm Canyon Wash Bridge to 0.18 mi south of No Mesquite Ave GENE AUTRY TR GAT2D 0.18 mi S of Mesquite Ave to Mesquite Ave No GENE AUTRY TR GAT2E Mesquite Ave to Ramon Rd Yes GENE AUTRY TR GAT2F Ramon to Escena Way No GENE AUTRY TR GAT2G Escena Way to Vista Chino No GENE AUTRY TR GAT3 Future Whitewater Rvr Br. Yes GERALD FORD DR GFD4 Cook St to Frank Sinatra Dr No GERALD FORD DR GFD5 Intersection of Gerald Ford Dr and Bob Hope Dr Yes GOLF CENTER PKWY GPKWY1 Golf Center Pkwy. 1-10 IC Yes GOLF CENTER PKWY GPKWY4 Ave 45 to Hwy 111 Yes GRAPEFRUIT BLVD GRPF1 Ave 48/Dillon Rd to Ave 50 Yes GRAPEFRUIT BLVD GRPF2 Ave 50 to Ave 52 Yes GRAPEFRUIT BLVD GRPF3 Ave 52 to Ave 54 Yes GRAPEFRUIT BLVD GRPF4 Ave 54 to Ave 56 No HACIENDA AVE (now RUBY DR & l HACOA SR62 to N Indian Canyon Dr Yes HACIENDA AVE (currently 13TH AV HACOB N Indian Canyon Dr to Little Morongo Rd Yes HACIENDA AVE HAC1A Little Morongo Rd to Cholla Dr Yes HACIENDA AVE HAC1B Cholla Dr to Palm Dr Yes HACIENDA AVE HAC2 Palm Dr to Mountain View Rd No 43 Appendix A TPPS Projects Included and Excluded From TUMF Street Name Segment Segment Description Included in TUMF? Number (Yes/No) Yes No HACIENDA AVE HAC3 Mountain View Rd to Dillon Rd (long Cyn Rd) No HARRISON ST HARSN1 Grapefruit Blvd to Ave 52 Yes HARRISON ST HARSN2 Ave 52 to Ave 54 No HARRISON ST HARSN3 Ave 54 to Ave 56 (Airport Blvd) Yes HIGHWAY74 HWY74A Highway 111 to El Paseo Yes HIGHWAY74 HWY74B El Paseo to Mesa View Dr No HIGHWAY74 HWY74C Mesa View Dr to S Palm Desert City Limits No HIGHWAY 111 HWY111F Cook St to Eldorado Dr Yes HIGHWAY 111 HWY111G Eldorado Dr to Miles Ave Yes HIGHWAY111 HWY111H Miles Ave to Washington St (incl. Br. Over Deep Cyn Yes Chnl) INDIAN CYN DR INCN1 Ramon Rd to Tahquitz Cyn Way Yes INDIAN CYN DR INCN2 Tahquitz Cyn Way to Alejo Rd Yes INDIAN CYN DR INCN3 Alejo Rd to Tachevah Dr Yes INDIAN CYN DR INCN4 Tachevah Dr to Vista Chino Yes INDIAN CYN DR INCN5 Vista Chino to Racquet Club Rd Yes INDIAN CYN DR INCN6 Racquet Club Rd to Sunrise Pkwy No INDIAN CYN DR INCN7 Sunrise Pkwy to Garnet Avenue Yes INDIAN CYN DR INCN8 Garnet Ave to 20th Ave Yes INDIAN CYN DR INCN9 20th Ave to 19th Ave Yes INDIAN CYN DR INCN10 19th Ave to Dillon Rd Yes INDIAN CYN DR INCN11 Dillon Rd to 14th Ave Yes INDIAN CYN DR INCN12 14th Ave to Pierson Blvd Yes INDIAN CYN DR INCN13 Pierson Blvd to Mission Lakes Blvd (Incl. Future Br. at Yes Mission Cr.) INDIAN CYN DR INCN14 Mission Lakes Blvd to SR-62 No INDIO BLVD INDIOO 1-10 Interchange to Jefferson St (includes 2 railroad Yes bridges) INDIO BLVD INDI01 Jefferson St to Madison St (over AII-Amer. Canal) Yes JACKSON ST JAC2A1 1-10 IC to 43rd Ave Yes JACKSON ST JAC2A2 43rd Ave to Ave 44 Yes JACKSON ST JAC4 Ave 48 to Ave 50 Yes JACKSON ST JACS Ave 50 to Ave 52 Yes JACKSON ST JAC6 Jackson St 1-10 IC Yes JEFFERSON ST JEF1A Intersection of Jefferson St and Dunbar Dr No JEFFERSON ST JEF2A 58th Ave to 62th Ave Yes JEFFERSON ST JEF9A1 40th Ave to 0.27 mi S of Ave 39 Yes JEFFERSON ST JEF9B Ave 39 to Ave 38 No KEY LARGO AVE KL 1 Dinah Shore Dr. to Varner Rd (Incl. flyover at 1-10 and Yes RR) LANDAU BLVD LAN1 Vista Chino to Verona Rd Yes LANDAU BLVD LAN2 Verona Rd to 1-10 IC (Incl. Br. over RR, missing link) Yes LANDAU BLVD LAN3 Future Landau Blvd 1-10 IC (missing link) Yes LANDAU BLVD LAN4 1-10 IC to Varner Rd (missing link) Yes LITTLE MORONGO RD LM1 Mission Lakes Blvd to Pierson Blvd No LITTLE MORONGO RD LM2 Pierson Blvd to Two Bunch Palms Trl Yes LITTLE MORONGO RD LM3 Two Bunch Palms Trl to Dillon Rd (Incl. Future Br. at Yes Mission Cr.) LITTLE MORONGO RD LM4 Dillon Rd to 20th Ave Yes MADISON ST MADS Ave 52 to Ave 50 Yes 44 Appendix A TPPS Projects Included and Excluded From TUMF Street Name Segment Segment Description Included in TUMF? Number (Yes/No) Yes No MADISON ST MAD? A 0.25 miN of Ave 49 to Ave 48 Yes MADISON ST MAD?B Ave 48 to Hwy 111 Yes MADISON ST MAD9 Miles Ave to Fred Waring Dr (Incl. Br. over WW Chnl Yes and AII-Amer. Canal, missing link) MISSION LAKES BLVD MSLKO SR 62 to Indian Canyon Dr Yes 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 MONROEST MON1 0.25 miN of Ave 42 to Ave 42 Yes MONROEST MON6 Monroe St 1-1 0 IC Yes MONROE ST MON7 Ave 54 to 58th Ave No MONROEST MONBA 58th Ave to Ave 60 No MONROEST MONBB Ave 60 to 62nd Ave No MONROE ST MON9 1-10 Interchange to 900ft N of Oleander Yes MONTEREY AVE MNT1-6 Highway 111 to Fred Waring Dr Yes MONTEREY AVE MNT2-6 Fred Waring Dr to Clancy Lane (Incl. Br. at Whitewater Yes River) MONTEREY AVE MNT3-6 Clancy Lane to Country Club Dr Yes MOUNTAIN VIEW RD MTVO Pierson Blvd atE Terminus of Desert View Ave to No Hacienda Ave MOUNTAIN VIEW RD MTV1A Hacienda Ave to Brunner Ln Yes MOUNTAIN VIEW RD MTV1B Brunner Ln to Dillon Rd Yes 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 Yes N PALM CYN DR PLCN4 Tahquitz Cyn Rd to Ramon Rd Yes N PALM CYN DR PLCN5 Ramon Rd to Mesquite Ave (Incl. Brat Tahquitz Crk.) Yes N PALM CYN DR PLCN6 Mesquite Ave to E Palm Cyn Dr Yes PALM DR PD1 1-10 IC to Varner.Rd Yes PALM DR PD2 Varner Rd to 20th Ave No PALM DR PD3 20th Ave to Dillon Rd Yes PALM DR PD4 Dillon Rd to Two Bunch Palms Trl Yes PALM DR PD5 Two Bunch Palms Trl to Hacienda Ave No PALM DR PD6 Hacienda Ave to Pierson Blvd No PALM DR PD? Pierson Blvd to Mission Lakes Blvd Yes PIERSON BLVD PRS1 SR-62 toN Indian Canyon Dr No PIERSON BLVD PRS2 N Indian Canyon Dr to Little Morongo Rd (Incl. Br. at No Mission Cr.) 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 POLKST PLK1 Polk St from Ave 52 to Ave 48 Yes PORTOLA AVE POR1 Hwy 111 to Magnesia Falls Dr Yes PORTOLA AVE POR2 Magnesia Falls Dr to Country Club Dr (Excl. Br. at No Whitewater Chnl) PORTOLA AVE POR3 Country Club Dr to Frank Sinatra Dr Yes PORTOLA AVE POR4A Frank Sinatra Dr to Julie Ln Yes 45 Appendix A TPPS Projects Included and Excluded From TUMF Street Name Segment Segment Description Included in TUMF? Number (Yes/No) Yes No PORTOLA AVE POR5B Dinah Shore Dr to 1-10 IC (Incl. Br. over RR) Yes PORTOLA AVE POR6 Future Portola Ave 1-10 IC Yes RAMON RD RAM1 S Palm Cyn Dr to S Indian Cyn Dr Yes RAMON RD RAM2 S Indian Cyn to Sunrise Way (Incl. Baristo Storm Chnl Yes Xing) RAMON RD RAM3 Sunrise Way to Farrell Dr Yes RAMON RD RAM3A Intersection of Ramon Rd and Sunrise Way Yes RAMON RD RAM4 Farrell Dr to El Cielo Rd Yes RAMON RD RAM4A Intersection of Ramon Rd and Farrell Drive Yes RAMON RD RAM5 El Cielo Rd to Gene Autry Trl Yes RAMON RD RAM5A Intersection of Ramon Rd and Crossley Rd Yes RAMON RD RAM7 Br. at Whitewater Rvr Yes RAMON RD RAM15 Monterey Ave to Thousand Palms Cyn Rd No S VALLEY PKWY I AVE 60 SV1 Monroe St to Jackson St Yes S VALLEY PKWY I AVE 60 SV2 Jackson St to Van Buren St Yes S VALLEY PKWY I AVE 60 SV3 Van Buren St to Harrison St Yes S VALLEY PKWY SV4 Harrison St to Tyler St (missing link) Yes S VALLEY PKWY SV5 Tyler St to Polk St (missing link) Yes 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 Whitewater Chnl) No S VALLEY PKWY /62ND AVE SV8 Pierce St to SR-86 Yes S VALLEY PKWY /62ND AVE SV9 Future Ave 62 SR-86 IC Yes THOUSAND PALMS CYN RD THPL1 Ramon Rd to Dillon Rd Yes TWO BUNCH PALMS TR /14TH TBP1 N Indian Canyon Dr to Little Morongo Rd Yes AVE TWO BUNCH PALMS TR TBP2 Little Morongo Rd to Palm Dr Yes TWO BUNCH PALMS TR TBP3 Palm Dr to Miracle Hill Rd Yes TYLER ST TYL1 Ave 50 to 1-10 frontage road Yes VAN BUREN ST VANB2 Ave 48 to Ave 50 Yes VAN BUREN ST VANB3 Ave 50 to Ave 52 Yes VAN BUREN ST VANB4 Ave 52 to Ave 54 No VAN BUREN ST VANB5 Ave 54 to Ave 56/Airport Blvd Yes VARNER RD VRNRO 20th Ave to Palm Dr Yes VARNER RD VRNR1 Palm Dr to Mountain View Rd Yes VARNER RD VRNR2 Mountain View Rd to Date Palm Dr Yes VARNER RD VRNR3 Date Palm Dr to Ramon Rd Yes VARNER RD VRNR6 Monterey Ave to Cook St No VARNER RD VRNR7B Ave 38 to Washington St Yes VARNER RD I AVE 42 VRNR9 Jefferson St to Madison St (Incl. Br. over AII-Amer. Yes Canal) VARNER RD I AVE 42 VRNR10A Madison St to Clinton St No VARNER RD I AVE 42 VRNR10B Clinton St to Monroe St Yes VARNER RD I AVE 42 VRNR11 Monroe St to Gore St Yes VISTA CHINO VC1 N Palm Canyon Drive to Sunrise Way Yes VISTA CHINO VC1A Intersection of Vista Chino and N Palm Canyon Dr Yes VISTA CHINO VC2 Sunrise Way to Gene Autry Trl Yes VISTA CHINO VC2AA Intersection of Vista Chino and Sunrise Way Yes VISTA CHINO VC2AB Intersection of Vista Chino and Farrell Drive Yes VISTA CHINO VC2A Intersection of Vista Chino and Gene Autry Trl Yes VISTA CHINO VC3 Gene Autry Trl to W side of Whitewater Rvr Yes 46 Appendix A TPPS Projects Included and Excluded From TUMF Street Name VISTA CHINO VISTA CHINO VISTA CHINO WASHINGTON ST WASHINGTON ST WASHINGTON ST WORSLEY RD WORSLEY RD WORSLEY RD WORSLEY RD Segment Number VC4 vcs VC7 WSH9 WSH10A WSH10B WORS1 WORS2 WORS3 WORS4 Segment Description Future Whitewater Rvr Br. E side of Whitewater Rvr to Landau Blvd Date Palm Dr to Da Vall Dr 1-10 IC to Ave 38 Ave 38 to Coyote Song Way Coyote Song Way to Ramon Rd 20th Ave to Dillon Rd Dillon Rd to 1 mile S of Pierson Blvd 1 mileS of Pierson Blvd to Pierson Blvd Pierson Blvd toN Indian Canyon Dr Included in TUMF? (Yes/No) Yes No Yes Yes Yes Yes No No No No No No Total 188 94 47 APPENDIX B: Detailed TUMF Project Cost Estimates 48 Appendix 8 . List of Costs for Projects Considered in TUMF Street Name Segment Segment Description Number 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 AVE44 44A Ave 44 Br./Low Water Xing $14,313,000 AVE44 44B Monroe St to Low Water Xing $7,411,950 AVE44 44C Low Water Xing to Dillon Rd $12,083,250 AVE48 48E Jackson St to Van Buren St $5,315,970 AVE48 48F Van Buren St to W of SR-86 $2,275,088 AVE48 48H Grade Separation at Hwy 111/SPRR $22,011,480 AVE 50 50 A Future Ave 50 SR-86S IC $55,222,500 AVE 50 50B1 Washington St toE side of Br. at Evac. Chnl (Incl. Br. at $8,799,480 Evac. Chnl) AVE 50 50C Jefferson St to Madison St (Incl. Br. at AII-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 5012 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 1-10 IC $45,177,600 AVE 50 50L Br. at AII-Amer. Canal (in 50K) $3,952,320 AVE 50 50M Future Ave 50 1-10 IC $62,687,500 AVE 52 52B Jefferson St to Madison St (Excl. Br. at AII-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 521A Harrison St to Shady Ln $13,286,328 AVE 52 521B 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 54 A 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 561 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 $4,815,850 Cyn Br.) COOK ST (formerly CHASE CHSC1 1-1 0 IC to Ramon Rd $25,501,600 SCHOOL RD) 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 49 Appendix B List of Costs for Projects Considered in TUMF Street Name Segment Segment Description Number 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 I GOLF CROSLY1 Ramon Rd to Mesquite Ave/Dinah Shore Dr $2,283,600 CLUB DR CROSSLEY RD I GOLF CROSLY2 Dinah Shore Or/Mesquite Ave to 34th Ave $2,928,100 CLUB DR DA VALL DR DVALL5 Future Da Valll-10 IC $71,647,500 DA VALL DR DVALL6 1-10 IC to Varner Rd (Incl. Br. at Long Cyn Chnl) $24,753,600 DILLON RD DLN1 SR-62 toN 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 $12,887,680 Cr.) 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 1-10 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 1-1 0 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 toE 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. 1-10 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 HACOA SR62 toN Indian Canyon Dr $34,336,000 DR and ESTRADA AVE) HACIENDA AVE (now 13TH HACOB N Indian Canyon Dr to Little Morongo Rd $12,503,040 AVE) 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 HIGHWAY74 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 T achevah Dr $2,383,200 50 AppendixB List of Costs for Projects Considered in TUMF Street Name Segment Segment Description Number 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 $6,945,600 Mission Cr.) INDIO BLVD INDIOO 1-10 Interchange to Jefferson St (includes 2 railroad bridges) $21,888,720 INDIO BLVD INDI01 Jefferson St to Madison St {over AII-Amer. Canal) $2,920,195 JACKSON ST JAC2A1 1-10 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 1-10 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 KL 1 Dinah Shore Dr. to Varner Rd (Incl. flyover at 1-10 and RR) $23,868,000 LANDAU BLVD LAN1 Vista Chino to Verona Rd $832,000 LANDAU BLVD LAN2 Verona Rd to 1-10 IC {Incl. Br. over RR, missing link) $19,280,000 LANDAU BLVD LAN3 Future Landau Blvd 1-10 IC (missing link) $71,647,500 LANDAU BLVD LAN4 1-10 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 $14,539,120 Cr.) 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 (ln_cl. Br. over WW Chnl and All-$18,607,200 Amer. Canal, missing link) MISSION LAKES BLVD MSLKO 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 MONS Monroe St 1-1 0 IC $2,400,000 MONROE ST MON9 1-1 0 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. Brat Tahquitz Creek) $6,437,440 N PALM CYN DR PLCN6 Mesquite Ave toE Palm Cyn Dr $1,436,200 PALM DR PD1 1-10 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 51 Appendix 8 List of Costs for Projects Considered in TUMF Street Name Segment Segment Description Number 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 PORSB Dinah Shore Dr to 1-10 IC (Incl. Br. over RR) $23,026,500 PORTOLA AVE POR6 Future Portola Ave 1-10 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 RAMS El Cielo Rd to Gene Autry Trl $8,367,900 RAMON RD RAM SA Intersection of Ramon Rd and Crossley Rd $1,051,947 RAMON RD RAM? Br. at Whitewater Rvr $24,864,323 S VALLEY PKWY I AVE 60 SV1 Monroe St to Jackson St $4,494,240 S VALLEY PKWY I AVE 60 SV2 Jackson St to Van Buren St $4,741,440 S VALLEY PKWY I 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 svs Tyler St to Polk St (missing link) $10,562,080 S VALLEY PKWY 162ND SV8 Pierce St to SR-86 $3,892,200 AVE S VALLEY PKWY 162ND SV9 Future Ave 62 SR-86 IC $46,550,500 AVE THOUSAND PALMS CYN THPL1 Ramon Rd to Dillon Rd $17,252,840 RD TWO BUNCH PALMS TR I TBP1 N Indian Canyon Dr to Little Morongo Rd $12,522,240 14TH AVE 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 1-10 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 VANBS Ave 54 to Ave 56/Airport Blvd $5,332,536 VARNER RD VRNRO 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 $4 7,489,880 VARNER RD VRNR7B Ave 38 to Washington St $11,293,450 VARNER RD I AVE 42 VRNR9 Jefferson St to Madison St (Incl. Br. over AII-Amer. Canal) $9,872,400 VARNER RD I AVE 42 VRNR10B Clinton St to Monroe St $4,952,640 VARNER RD I 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 52 Appendix B List of Costs for Projects Considered in TUMF Street Name VISTA CHINO VISTA CHINO WASHINGTON ST WORSLEYRD Segment Number VC4 VC7 WSH9 WORS4 Segment Description Future Whitewater Rvr Br. Date Palm Dr to Da Vall Dr 1-10 IC to Ave 38 Pierson Blvd to N Indian Canyon Dr Project Costs $94,701,810 $20,625,000 $3,055,200 $11,646,600 Total $2,505,969,566 53 · Attachment 2 54 COACHELLA VALLEY ASSOCIATION OF GOVERNMENTS TRANSPORTATION UNIFORM MITIGATION FEE (TUMF) HANDBOOK Effective November 01, 2018 55 TABLE OF CONTENTS 1.0 Introduction and Purpose ..................................................................................................... 2 2.0 Standard Fee Calculations .................................................................................................... 6 2.1 Standard Residential Fee Calculations .......................................................................... 6 2.2 Standard Non-Residential Fee Calculations ................................................................. 6 3.0 Detailed Methodology for Residential Defined Use Types ................................................... 10 3.1 Single-Family, Detached ... .-............................................................................................ 10 3.2 Multi-Family/Mobile Home Parks ...................................................................... 10 3.3 Nursing Home/Congregate Care ...................................................................... 10 3.4 Transit-Oriented Development. ........................................................................ 1 0 3.5 Low Income Housing ...................................................................................................... 11 4.0 Detailed Methodology for Non-Residential Defined Use Types ............................................. 12 4.1 Industrial ...................................................................................................... 12 4.2 Office .......................................................................................................... 12 4.3 Retail .......................................................................................................... 12 4.3.1 Fuel Filling Stations-Gasoline .......................................................................... 12 4.3.2 Fuel Filling Stations-Electric .................................................................. 13 4.4 Multiple Land Uses on same development .................................................................. 13 4.5 Golf Courses ............................................................................................. ~ ...................... 13 4.6 Hotel ............................................................................................................ 13 5.0 Exemptions .......................................................................................................... 14 1 56 1.0 INTRODUCTION AND PURPOSE PREFACE In 1987, the California Legislature passed a groundbreaking bill titled Assembly Bill 1600, also known as the "Mitigation Fee Act." The bill outlined the legal requirements in which a development impact fee is charged by a local governmental agency to an applicant related to the approval of a development project. The fee was intended to pay for all or a portion of the costs of public facilities associated with that project. Two years later, in 1989, the Board of Supervisors of the County of Riverside drafted and adopted Ordinance No. 673, which outlines the establishment of a Transportation Uniform Mitigation Fee (TUMF) Program for the Coachella Valley. The fee would be imposed on future residential, commercial and industrial development within the jurisdiction. The TUMF program compliments the 20-year Measure A sales tax measure approved by the voters of Riverside County in November of 1988. Measure A was due to expire in 2009, but the Riverside County Transportation Commission adopted Ordinance 02-001 following a 30-year extension by the voters in 2002. Measure A is currently slated to expire in 2039. At the time of its adoption, the intention was for the TUMF to generate at least the equivalent of Measure A funding toward the Regional Arterial System. Today, TUMF revenue provides less than its intended share of match toward Measure A funding. The TUMF is required to be updated periodically. To accomplish this, a Nexus Study is conducted to lawfully link projected growth in the Coachella Valley to the current Transportation Project Prioritization Study (TPPS) Program. CVAG has utilized a five-year period for its updates, seeking to maintain the fee level at a fair and equitable level as conditions change. On June 27, 2005, CVAG's General Assembly approved a modification of the CVAG boundaries as well as the TUMF collection boundary. CVAG updated the Transportation Project Prioritization Study in 2016 and conducted a Fee Schedule Nexus Study that was approved in April of 2018. Based on those documents, the Executive Committee approved the new $245 Fee Per Average Daily Trip for implementation on April 30, 2018. Subsequently, the TUMF collecting jurisdictions amended their TUMF ordinances and fee setting resolutions to reflect the new fees effective November 1, 2018, 30 days after adoption. The following provisions from the TUMF Handbook are provided as background information: • The provisions of this TUMF Handbook shall apply only to new development yet to receive final discretionary approval and or issuance of a building permit or other development right and to any reconstruction or new use of existing buildings that results in a change of use and generates additional vehicular trips. • No tract map, parcel map, conditional use permit, land use permit or other entitlement shall be approved unless payment of the mitigation fee is a condition of approval for any such entitlement. The mitigation fee shall be paid to the applicable jurisdiction. • No building or similar permit, certificate of occupancy or business license reflecting a change of use shall be issued unless the applicant has paid the mitigation fee. • No building or similar permit, shall be issued unless the applicant has paid the mitigation fee. 2 57 • Mitigation fees shall be imposed and collected by the applicable jurisdiction at building permit issuance and shall be transmitted to CVAG to be placed in the Coachella Valley Transportation Mitigation Trust Fund. All interest or other earnings of the Fund shall be credited to the Fund. The TUMF Handbook is the guiding document that jurisdictions and developers use to determine the TUMF costs of development. Based on the trip rate set by the Nexus Study, the actual fees to be charged to developers by land use category can be determined. The Institute of Transportation Engineers (ITE) is an organization of transportation professionals including transportation engineers, transportation planners, consultants, educators, technologists, and researchers. ITE has exhaustively analyzed different land uses with respect to trip-generation and publishes the ITE Trip Generation Manual. The ITE manual is the accepted industry standard with respect to trip generation data. CVAG has utilized the 10th Edition, published in 2017, for TUMF calculations. This handbook establishes the TUMF that shall apply to all land uses listed. It is possible that certain developments may not be listed in the land use categories defined in the fee schedule. In cases where such ambiguity exists, an authorized representative from CVAG will make a determination as to the applicable fee(s). An applicant who disputes any fee may file a written notice of appeal For a TUMF appeal, the applicant must pay the fee and then file an appeal letter with CVAG within 90 days. There is a fee of $500 that must be submitted with the appeal. The applicant shall pay the fee as determined and then submit a letter to CVAG stating the reason for the appeal, a copy of the City receipt for the fee payment, and a check for $500 made out to CVAG. After CVAG receives the appeal letter, a hearing will be scheduled at a meeting of the Technical Advisory Committee (TAC). CVAG will notify the applicant of the time and date of the hearing. TAC will make a recommendation on granting or denying the appeal. The TAC recommendation will then go to the CVAG Executive Committee for final action. The Executive Committee shall hear the appeal within 90 days from original receipt of the appeal letter at CVAG, or soon thereafter, and make a decision. The decision of the Executive Committee is final. If the decision is in the applicant's favor, the $500 fee will be refunded. TUMF DEFINITIONS For the purposes of this Handbook, the following words and phrases shall have the meanings respectively ascribed to them as follows: "Change of use" means any change in the use of an existing building that results in the increase of vehicular trips. "Coachella Valley Association of Governments," hereinafter CVAG, means the legal entity which will manage and administer the transportation uniform mitigation fee in accordance with the laws of the State of California. "Development" means any activity which requires discretionary or ministerial action by the City resulting in the issuance of grading, building, plumbing, mechanical or electrical permits, or certificates of occupancy issued by the City to construct, or change the use of, a building or property. Where "development" applies to an enlargement of an existing building, or a change of use of an existing building that results in increased vehicle trips, the average weekday trips shall be only the additional trips in excess of those associated with the existing use. "Fee Study" means the TUMF Nexus Study prepared and approved by CVAG and adopted by the City Council, which supports the fee established by this chapter, and includes all the underlying reports and documents referenced therein. 3 58 "Mitigation Fee Acf' means the law set forth in the California Government Code (Government Code Section 66000 et seq.) that establishes the criteria for establishing a fee as a condition of approval of a development project. "Regional System .. means the regional system of roads, streets and highways identified by CVAG in its Transportation Project Prioritization Study (TPPS) needed to accommodate growth in the Coachella Valley to the year 2040. "Trip generation rate" means the number of average weekday trips generated by a particular land use. The trip generation rate for each of the following land use categories shall be the rate published by the Institute of Transportation Engineers (ITE), 10th edition, or as revised, calculated upon the measurement herein specified. Trip generation rates shall be calculated based upon the following measurements: 1. Residential. Single-family, multifamily, mobile homes and nursing/congregate care uses shall be calculated per dwelling unit. Transit Oriented Developments (TOO) shall receive a 15% discount on the calculated fee. Low Income housing is exempt from this fee. 2. Non-Residential. Industrial, office and retail uses shall be calculated per 1,000 square feet. 3. Fuel Dispensers for gas and electric. Fuel dispensers for gas and electric vehicles shall be calculated per dispensing unit. 4. Golf Courses. Golf courses shall be calculated per acre. 5. Hotel. Hotels shall be calculated per room. "TUMF" means the Transportation Uniform Mitigation Fee established by the TUMF Nexus Study, approved by CVAG's Executive Committee on April 30, 2018. "TUMF area" means the CVAG TUMF boundary as established by the CVAG General Assembly and illustrated in Exhibit A of this Handbook. 4 59 Exhibit A 5 60 2.0 STANDARD FEE CALCULATIONS A standard methodology will be applied for calculating all TUMF obligations based on the rates for various land use categories. Fees associated with new residential development are to be calculated based on the prescribed TUMF rate and the total number of dwelling units associated with a new development. Similarly, fees for all new nonresidential developments are to be calculated based on the prescribed TUMF rate and the gross floor area, or as otherwise indicated. 2.1 Standard Residential Fee Calculations For calculating the TUMF obligation, residential dwelling units are defined as a building or portion, which is designed primarily for residential occupancy. Residential dwelling units may include, but are not limited to, detached houses, apartment homes, condominiums and mobile homes. Residential dwelling units do not include hotel and motel rooms. Residential TUMF obligations are calculated by multiplying the net increase in the total number of dwelling units associated with a new development by the appropriate residential land use category fee rate. Residential land use categories include single-family residential dwelling units, multi-family dwelling units, mobile homes and nursing/congregate care, as defined in the respective Handbook Sections. 2.2 Standard Non-Residential Fee Calculations For calculating the TUMF obligation, non-residential development is defined as retail, commercial and industrial development which is designed primarily for use as a business and is not intended for residential occupancy or dwelling use. The applicable non-residential land use category for a non-residential development is determined based on the predominate use of the building or structure associated with the new development and may be related to the underlying land use zoning of the new development site, as prescribed in the respective Handbook Sections. The TUMF non-residential land use categories were defined with reference to the socioeconomic data obtained from the Southern California Association of Governments (SCAG) and used as the basis for completing this Nexus Study analysis. The SCAG employment data is provided for employment sectors consistent with the California Employment Development Department (EDD) Major Groups, as shown in Table 2-1. Table 2.1 provides a table detailing the EDD Major Groups and corresponding North American Industry Classification System (NAICS) Categories that are included in each CVAG non-residential sector type. Table 2.1 should be used as a guide to determine the applicable non-residential TUMF land use category based on the predominate use of the buildings associated with the new development. Non-residential TUMF obligation are calculated by multiplying the net increase in the gross floor area of the buildings or structures associated with a new development by the appropriate non-residential land use category (or as otherwise indicated). The gross floor area of non-residential developments is defined as the sum, measured in square feet, of the area at each floor level, including cellars, basements, mezzanines, penthouses, corridors, lobbies, stores, and offices, that are included within the principal outside faces of the exterior wall of the building or structure, not including architectural setbacks or projections. Included are all stories or areas that have floor surfaces with clear standing head room (at least 6 feet, 6 inches) regardless of their use. Where a ground level area, or part thereof, within the principal outside faces of the exterior walls of the building or structure is left un-roofed, the gross floor area of the un-roofed portion will be added to the overall square footage of the building for the non-residential fee calculation unless the unroofed area is solely provided for architectural or aesthetic purposes. 6 61 TABLE 2.1 CVAGTUMF INDUSTRIAL Agriculture Mining Construction Manufacturing Transportation and Utilities SIC Code and Description 01 Agricultural-crops 02 Agricultural-livestock 07 Agricultural services 08 Forestry 09 Fishing, hunting and trapping 10 Metal mining 12 Coal Mining 13 Oil and gas extraction 14 Non-metallic minerals, except fuels 15 General building contractors 16 Heavy construction contracting 17 Special trade contractors 20 Food and kindred products 21 Tobacco manufacturers 22 Textile mill products 23 Apparel and other textile products 24 Lumber and wood products 25 Furniture and fixtures 26 Paper and allied products 27 Printing and publishing 28 Chemicals and allied products 29 Petroleum and coal products 30 Rubber and miscellaneous plastics products 31 Leather and leather products 32 Stone, clay, glass and concrete products 33 Primary metal industries 34 Fabricated metal products 35 Industrial machinery and equipment 36 Electrical and electronic equipment 37 Transportation equipment 38 Instruments and related products 39 Miscellaneous manufacturing industries 40 Railroads 41 Local and interurban passenger transit 42 Motor freight transportation and warehousing 43 US Posta I Service 44 Water Transportation 45 Transportation by air 46 Pipelines except natural gas 47 Transportation services 7 62 48 Communications 49 Electric, gas and sanitary services Wholesale so Wholesale trade-durable goods 51 Wholesale trade-nondurable goods RETAIL Retail 52 Building materials, hardware and garden supply 53 General merchandise stores 54 Food stores 55 Automotive dealers and gasoline service stations 56 Apparel and accessory stores 57 Furniture, home furnishings and equipment stores 58 Eating and drinking places 78 Motion pictures 79 Amusement and recreational services 59 Miscellaneous retail HOTELS 70 Hotels, rooming houses, camps and lodging places OFFICE Finance 60 Depository institutions 61 Non-depository credit institutions 62 Security, commodity brokers and services 63 Insurance carriers 64 Insurance agents, brokers and services 65 Real estate 67 Holding and other investment offices Service 72 Personal services 73 Business services 75 Automotive repair, services and parking 80 Health services 81 Legal services 82 Educational services 83 Social services 84 Museums, art galleries, botanical and zoological garden 86 Membership organization 87 Engineering and management services 88 Private households 89 Miscellaneous services Government 91 Executive, legislative and general government 92 Justice, public sector and safety 93 Finance, taxation, and monetary policy 94 Administration of human resources 95 Environmental quality and housing 96 Administration of economic programs 97 National security and international affairs 8 63 For certain non-residential land use types that have been explicitly defined in this handbook (herein referred to as 'defined use') un-enclosed un-roofed areas and un-enclosed roofed spaces that are integral to the performance of the principal business of the site will be added to the overall square footage of any buildings or structures associated with a new development for the purpose of fee calculation. Defined land use categories are listed in Table 2.2 below. Table 2.2 Land Use Category Residential Single Family Detached Multi-Family/Mobile Home Park Nursing/Congregate Care Non-Residential Industrial Office Retail2 Fuel Dispensers -Gas Fuel Dispensers -Electric Multiple Land Uses Golf Courses Hotel Fee Per Unitl $2,31 0/dwelling unit $1 ,330/dwelling unit $ 495/dwelling unit $1,215/1000 sq. ft. $2,390/1000 sq. ft. $6,010/1000 sq. ft. $8,61 0/dispensing unit $ 91 /dispensing unit See Section 5.0 $ 920/acre $3,51 0/room 1-Derived by multiplying the ITE trip rate by fee/trip of $245/trip. 2-Retail TUMF is reduced by 35% percent to account for linked and pass-through trips. 9 64 3.0 DETAILED METHODOLOGY·FOR RESIDENTIAL DEFINED USE TYPES As mentioned in Section 1.0, the ITE manual is the accepted industry standard with respect to trip generation data. CVAG has utilized the ITE Trip Generation Manual (1Oth Edition), published in 2017, as the methodology for calculating trip generation in the TUMF calculations. It should be noted that any additions and/or improvements to an existing dwelling unit will not be subject to implementation of the TUMF unless, the addition/improvement creates an additional dwelling unit. The following defines each of the residential land use types and the trip generation rates for calculating the TUMF for each. 3.1 Single-Family Detached Single-Family detached is a home on an individual lot, including subdivisions with public streets, or dwelling units within planned unit development. This also includes mobile homes not in a mobile home park. The TUMF obligation for this category and for mobile homes to be located on individually owned lots will be considered single-family dwelling units will be calculated using the ITE Manual Trip Generation rate of 9.44 on a per dwelling unit basis. 3.2 Multi-Family and Mobile Home Parks Includes all multiple-family dwelling units. Typical uses include, but are not limited to, high-rise and low-rise apartments, high-rise and low-rise condominium, and mobile home parks. The TUMF obligation for this category will be calculated using the ITE Manual Trip Generation rate of 5.44 on a per dwelling unit basis. A mobile home park is a planned development designed to accommodate mobile homes for recreational vehicles on individual pad sites, for lease or rent. The TUMF will be required to be paid in full by the mobile home park developer at the time of building permit, with the TUMF obligation at the Multi-Family detached rate of 5.44. 3.3 Nursing/Congregate Care Nursing/Congregate Care uses include, but are not limited to, nursing homes, group homes, correctional facilities, mental hospitals, college dormitories, military barracks, missions and shelters. Nursing/Congregate Care uses typically provide a group of rooms with shared living quarters for unrelated persons. Occupants of Nursing/Congregate Care uses live and eat together with other persons in the building sharing at a minimum communal kitchen, dining and living facilities. All Nursing/Congregate Care uses will be considered residential service use types. The TUMF obligation for this category will be calculated using the ITE Manual Trip Generation rate of 2.02 on a per dwelling unit basis. 3.4 Transit-Oriented Development A Transit Oriented Development (TOO), is a development project consisting of residential use or mixed use where not less than 50 percent of the floorspace is for residential use ... if located within % mile of a transit station and with direct walking access to the station, within % mile of convenience retail uses including a store that sells food, and with a maximum number of parking spaces as required by state statute or local ordinance. Consistent 10 65 with California Government Code 66005.1, a reduction in any transportation related fee for residential developments must be provided. For calculating the TUMF obligation, a 15°/o factor reflecting the reduction in automobile trip generation associated with residential TOO will be applied to the standard residential TUMF obligation. This is based on a California study (Effects of TOO on housing parking, and travel; R. Cervera et al.; TCRP report 128; 2008). The discount will only be given to residential development projects that pay TUMF. Documentation will be submitted with the development application as the basis for determining the eligibility of the residential land use as a TOO and will include a validation of a transit hub (California Government Code 65460.1) by Sun line Transit Agency. Documentation will include a site plan indicating that at least SOo/o of the floorspace of the development is dedicated to residential use and the required number of parking spaces associated with the subject development. Documentation will also include a map showing the location of the subject development circled with a % mile radius, as well as the location of a transit station(s), the location of diverse uses and direct walking routes of% mile or less between the subject development and the listed uses to justify that the development satisfies the characteristics of TOO. 3.5 Low Income Housing Low and lower-income residential housing includes single-family homes, apartments, and mobile homes built for those whose income is no more than 80% of the median income in the San Bernardino-Riverside Standard Metropolitan Statistical Area and as determined and approved by the applicable legislative body or its designee. Exemptions granted for Low Income housing must be reported in the jurisdiction's monthly TUMF report. Low Income Housing is EXEMPT from paying TUMF obligations. For rental housing, the units shall be made available, rented and restricted to low-income households (as defined in Health and Safety Code Section 50079.5 and Section 50053) at an affordable rent for a period of at least fifty- five (55) years after the issuance of a certificate of occupancy for new residential development. A restricted covenant shall be recorded with the County and shall run with the land for the term of fifty-fi_ve (55) years to qualify for the exemption. For "for-sale" housing units, the units shall be sold to persons or families of low income (as defined in Health and Safety Code Section 50093) at a purchase price that will not cause the purchaser's monthly housing cost to exceed affordable housing cost (as defined in Health and Safety Code Section 50052.5). Affordable units that are "for-sale" housing units shall be restricted to ownership by persons and families of low income for at least forty-five (45) years after the issuance of a certificate of occupancy for the new residential development. A restricted covenant shall be recorded with the County and shall run with the land for the term of forty-five (45) years to qualify for the exemption. 11 66 4.0 DETAILED METHODOLOGY FOR NON-RESIDENTIAL LAND USE TYPES The following defines each of the non-residential land use types and the trip generation rates for calculating the TUMF for each. Additions of less than 1,000 square feet to non-residential development will not be subject to imposition of the TUMF. 4.1 Industrial Industrial land-uses include all light manufacturing, industrial parks, warehousing, mini-warehousing, greenhouses and utilities. The TUMF obligation for this category will be calculated using the ITE Manual Trip Generation rate of 4.96 on a per 1 ,OOOSF basis. For greenhouses, the square footage of the facility dedicated to growing crops will not be subject to the TUMF obligation. 4.2 Office The office building category includes all office-related uses. This category includes, but is not limited to, general office buildings, corporate headquarters, public facilities, medical office buildings, research centers, office parks, business parks, insurance offices, trade schools and other training centers. The TUMF obligation for this category will be calculated using the ITE Manual Trip Generation rate of 9. 7 4 on a per 1 ,OOOSF basis. 4.3 Retail The retail category includes all sales tax producing retail related uses. This category includes, but is not limited to, retail, general merchandise, specialty retail centers, discount stores, hardware/paint stores, beauty salons, supermarkets, wholesale markets, apparel stores, furniture stores, and automotive parts/supply stores. The cost per trip of $245 established in the 2018 TUMF Nexus Study is reduced by 35o/o to $159.25 for Retail land uses to account for linked and pass-through trips. The TUMF obligation for this category will be calculated using the ITE Manual Trip Generation rate of 37.75 on a per 1,000SF basis. The rate of 37.75 represents an average for all Retail land-use categories. 4.3.1 Fuel Dispensers (Gasoline) For calculating the TUMF obligation, all types of fuel filling stations or facilities with fuel filling positions will be considered retail use types. The methodology described as follows will be applied to determine the gross floor area for calculating the TUMF obligation for all types of gasoline fuel filling stations or facilities with fuel filling positions (for the example calculation assume a fuel filling station with 12 fuel filling positions and a building area of 3,000 square feet). The total number of fuel dispensers is equal to the maximum number of vehicles that could be supplied with fuel at the same time. 1. Multiply the total number of fuel filling positions by 1 ,403.8 square feet. The 1,403.8 SF number was derived from national ITE data for service stations. (i.e. for the example station it is 12 x 1.403.8 = 16.846 square feet) 2. Determine the total floor area of buildings on the site noting that the canopy area is not included as part of the gross floor area of the buildings on the site. (i.e. for the example station it is 3.000 square feet) 12 67 3. Compare the results for steps 1 and 2 and use the greater of the two values as the gross floor area to calculate the TUMF obligation calculations. (i.e. 16.846 > 3.000; for the example station TUMF would be calculated for 16. 846 square feet) TUMF Obligation for example= 16,84611,000 x 37.75 x $159.25 = $101,273 4.3.2 Electric Vehicle Supply Equipment Charging Stations For calculating the TUMF obligation, stand-alone businesses with the primary purpose of providing publicly accessible Electric Vehicle Supply Equipment (EVSE) are designated as EVSE charging stations and will be considered retail use types. The methodology described as follows will be applied to determine the gross floor area for calculating the TUMF obligation for all types of EVSE charging stations. Multiply the total number of EVSE charging units by 14.9 SF. The 14.9 SF number was derived from national data for Electric Vehicle Supply stations (The EV Project). The total number of EVSE charging units is equal to the maximum number of vehicles that could be connected for charging at the same time. EVSE located within a residential or non-residential use type, where the residential or non-residential use is the primary use of the site, and the EVSE is for the sole and exclusive use of residents, employees and/or customers of the same premises, are ancillary to the primary residential or non-residential use of the site. There is no additional TUMF obligation for EVSE located within a residential or nonresidential use type for the sole and exclusive use of residents, employees and/or customers of the same premises. 4.4 Multiple Land Uses on Same Development For determining the TUMF obligation, developments with multiple land uses on the same project are split into separate categories (retail, industrial, office). TUMF obligation for these projects will be calculated based on the separate gross floor areas of all uses associated with the project, calculated at their respective rates. For example, an automobile dealership TUMF obligations would be calculated based upon vehicle sales floor area (retail), auto service bay areas (industrial) and administrative offices (office). The TUMF will be paid at their respective rates. 4.5. Golf Courses For calculating the TUMF obligation, all public and private golf courses are considered to be their own land use type. The methodology will be applied to determine the acreage area and other buildings (i.e., clubhouse, pro shop, restaurants, office) for calculating the fee obligation for all public and private golf courses. The TUMF obligation for this category will be calculated using the ITE Manual Trip Generation rate of 3. 7 4 on a per acre basis for the golf course, and the applicable ITE Manual Trip Generation rate for additional land uses incorporated into the development, similar to Section 5.4 for multiple land uses on the same development. 4.6 Hotel A hotel is a place of lodging that provides sleeping accommodations and supporting facilities such as restaurants, cocktail lounges, meeting and banquet rooms or convention facilities, limited recreational facilities and/or other retail and service shops. For the sake of calculating the TUMF, all of the ancillary uses are considered as one use under the Hotel category. The Hotel land-use category includes all hotels and motels, including all-suite and resort hotels. The TUMF obligation for this category will be calculated using the ITE Manual Trip Generation rate of 14.34 on a per room basis. 13 68 5.0 Exemptions Low Income Housing is EXEMPT from paying TUMF obligations. 14 69 Attachment 3 70 RESOLUTION NO. __ _ A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF PALM SPRINGS, CALIFORNIA, ADOPTING THE TRANSPORTATION UNIFORM MITIGATION FEE (TUMF) 2018 FEE SCHEDULE NEXUS STUDY, THE UPDATED (TUMF) HANDBOOK, AND INCREASING THE TRANSPORTATION UNIFORM MITIGATION FEE APPLICABLE TO ALL DEVELOPMENTS IN THE CITY OF PALM SPRINGS. WHEREAS, the City of Palm Springs ("City") is a Member Agency of the Coachella Valley Association of Governments ("CVAG"), a joint powers agency consisting of the County of Riverside ("County"), the Aqua Caliente Band of Cahuilla Indians, the Cabazon Band of Mission Indians, the Torres Martinez Desert Cahuilla Indians, the City of Blythe, and the nine cities (Desert Hot Springs, Palm Springs, Cathedral City, Rancho Mirage, Palm Desert, Indian Wells, La Quinta, Indio and Coachella) situated in the Coachella Valley (collectively, "Member Agencies"); and WHEREAS, acting in concert, the Member Agencies developed a plan whereby the shortfall in funds needed to enlarge the capacity of the Regional System of Highways and Arterials within CVAG's jurisdiction (the "Regional System") could be made up in part by a Transportation Uniform Mitigation Fee ("TUMF") imposed on new development within the jurisdiction; and WHEREAS, as a CVAG Member Agency, the City participated in the preparation of the 1987 Coachella Valley Area Transportation Study ("1987 Transportation Study") prepared pursuant to the Mitigation Fee Act (Government Code section 66000 et seq.) and based on the 1987 Transportation Study, the City adopted and collects this fee; and WHEREAS, CVAG commissioned the preparation of various studies ("Fee Studies") which evaluate population and employment growth, future transportation needs and the availability of traditional transportation funding sources to establish updated TUMF levels and program revenue collection targets; and WHEREAS, the Fee Studies, as periodically updated, make it possible to determine a reasonable relationship between the cumulative regional impacts of new land development projects in the Coachella Valley on the Regional System and the need to mitigate these transportation impacts using funds levied through the TUMF program; and WHEREAS, the Fee Studies, as periodically updated, establish the purposes of the TUMF, which may be summarized as a uniform development 71 Resolution No. Page2 impact fee to help fund construction of the Regional System needed to accommodate growth in the Coachella Valley to the year 2040; and WHEREAS, CVAG commissioned Michael Baker International, Inc., to prepare an updated TUMF study entitled "Transportation Uniform Mitigation Fee (TUMF) 2018 Fee Schedule Update Nexus Report," dated March 2018 (the "2018 Nexus Study") to establish updated TUMF levels and program revenue collection targets, which was approved by the CVAG Executive Committee on April 30, 2018; and WHEREAS, the 2018 Nexus Study revealed the need to revise the provisions of the TUMF ordinance to reflect changes in the Mitigation Fee Act which governs the adoption and implementation of development impact fees, and to reflect the findings of the 2018 Nexus Study; and WHEREAS, the updated TUMF Handbook accurately reflects increased rates established for the TUMF in accordance with the 2018 Nexus Study; and WHEREAS, the City Council wishes to accurately collect TUMF along with the other participating jurisdictions within the Coachella Valley as requested by the CVAG General Assembly; and WHEREAS, this adjustment to the TUMF modifies a development impact fee· that is subject to the Mitigation Fee Act, codified at California Government Code (CGC) §66000 et seq., and more specifically in accordance with CGC §66016, §66013, or §66014, and the City, in considering this adjustment to the TUMF, is adhereing to the procedures of CGC §66016(a); WHEREAS, by notice duly given and posted, on September 5, 2018, the City Council conducted a public hearing to consider approval of the TUMF increase; and WHEREAS, the City Council has considered any verbal and/or written testimony, and has reviewed and considered the information in the study and supporting data, and information provided at the public hhearing by staff and the public. THE CITY COUNCIL OF THE CITY OF PALM SPRINGS, CALIFORNIA, HEREBY RESOLVES, DETERMINES, AND APPROVES AS FOLLOWS: A. The true and correct recitials above are incorporated by this reference herein as the basis and foundation for the City's adoption of this Resolution. 72 Resolution No. Page 3 B. The new fee subject and pursuant to California Government Code Section 66000 et seq. shall be effective not earlier than sixty (60) days after the adoption of this resolution. C. The Director of Finance is hereby authorized and directed to incorporate said increased TUMF into the development fees collected by the City. PASSED, APPROVED, AND ADOPTED BY THE PALM SPRINGS CITY COUNCIL THIS 5TH DAY OF SEPTEMBER, 2018. DAVID H. READY, CITY MANAGER ATTEST: ANTHONY J. MEJIA, MMC, CITY CLERK CERTIFICATION STATE OF CALIFORNIA ) COUNTY OF RIVERSIDE ) ss. CITY OF PALM SPRINGS) I, ANTHONY MEJIA, City Clerk of the City of Palm Springs, hereby certify that Resolution No. is a full, true and correct copy, and was duly adopted at a regular meeting of the City Council of the City of Palm Springs on July 18, 2018, by the following vote: AYES: NOES: ABSENT: ABSTAIN: Anthony Mejia, City Clerk City of Palm Springs, California 73 Attachment 4 74 Date : Subject: CITY OF PALM SPRINGS PUBLIC NOTIFICATION August 22 , 2018 PHN Transportation Uniform Mitigation Fee (TUMF) Fees to be reviewed by Council on 9/5/18 AFFIDAVIT OF POSTING I, Terri Milton , Executive Administrative Assistant , Office of the City Clerk , of the C ity of Palm Springs , Cal ifornia , do hereby certify that a copy of the attached Notice was posted at City Hall , 3200 E . Tahquitz Canyon Drive , on the e xterior legal notice posting board , and in the Office of the City Clerk on or before August 22 , 2018 . I declare und l penalty of perjury that the foregoing is true and correct. ~·;~ Terri Milton , Executive Administrative Assistant Office of the City Clerk AFFIDAVIT OF MAILING I, Terri Milton , Executive Administrative Assistant, Office of the City Clerk , of the City of Palm Springs , California , do hereby certify that a copy of the attached Notice was delivered to the U.S . Postal Service for ma iling on August 22 , 2018 . I declare under penalty of perjury that the foregoing is true and correct. Jau ·A~ Terri Milton , Executive Administrative Assistant Office of the City Clerk 75 NOTICE OF PUBLIC HEARING CITY COUNCIL CITY OF PALM SPRINGS NOTICE IS HEREBY GIVEN that the City Council of the City of Palm S, public hearing at its meeting of September 5, 2018 at 6 :00p.m., or as sc may be heard , in the Council Chamber at City Hall , 3200 East Tahquitz C. CA. The purpose of this meeting is relative to a resolution updating fees relating to new development in the City to provide necessary funds for the regional transportation system . The resolution will update the following fee : Transportation Uniform Mitigation Fee (TUMF) REVIEW OF INFORMATION: The staff report and other supporting documents regarding this are available for public review at City Hall commencing at 5:00p .m. on Thursday, August 23, 2018, and on each City Hall business day thereafter, i .e ., Monday through Thursday, during the hours of 8 :00 a .m. to 11 :00 a.m. and 2:00 p.m . to 6 :00 p.m . Please contact the Office of the City Clerk at (760) 323-8204 if you would like to schedule an appointment to review these documents. COMMENTS : Response to this notice may be made verbally at the Public Hearing and/or in writing before the meeting . Written comments may be made to the City Council by letter (for mail or hand delivery) to: Anthony J . Mejia , MMC , City Clerk 3200 E. Tahquitz Canyon Way Palm Springs, California 92262 Any challenge of the proposed Cannabis Related Business and Activities Permit and Regulatory Fees in court may be limited to raising only those issues raised at the public hearing described in this notice , or in written correspondence delivered to the City Clerk at, or prior to, the Public Hearing. (Government Code Section 65009 (b) (2)). An opportunity will be given at said hearing for all interested persons to be heard . Questions regarding this public hearing may be directed to Edward Z . Kotkin, City Attorney , at (760) 323-8205. Pursuant to California Government Code Section 66016 and 66018, this Notice shall be published at least ten (1 0) days prior to the public hearing, on at least two (2) occasions with at least five (5) days intervening between publ ications . Si necesita ayuda con este aviso, por favor !lame a Ia Ciudad de Palm Springs y puede hablar con Anthony Mejia , Secretario Municipal, telefono (760) 323-8206. 76 Clint Lorimore Director of Government Affairs BIA Riverside County Chapter 3891 11th St. Riverside, CA 92501 Doug Todd Welmas Tribal Chairman Cabazon Band of Mission Indians 84-245 Indio Springs Pkway Indio, CA 92203 Gretchen Gutierrez Chief Executive Officer DVBA 75100 Mediterranean Palm Desert, CA 92211 Darrell Mike, Tribal Chairman Twenty-Nine Palms Band of Mission Indians 46-200 Harrison Place Coachella, CA 92236 Deborah McGarrey Public Affairs Manager So. California Gas Company 75095 Mayfair Drive Palm Desert, CA 92211-5102 77 Attachment 5 78 ORDINANCE NO. __ AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF PALM SPRINGS, CALIFORNIA, REPEALING AND REPLACING CHAPTER 8.90 (TRANSPORTATION UNIFORM MITIGATION FEES) OF THE PALM SPRINGS MUNICIPAL CODE City Attorney's Summary This Ordinance repeals and replaces the City's current Transportation Uniform Mitigation Fee (TUMF) Ordinance, Title 8, Chapter 8.90 to be consistent with the Coachella Valley Association of Governments rucVAG") TUMF Model Ordinance. The City Council of the City of Palm Springs Finds and Ordains: SECTION 1. Title 8, Chapter 8.90 of the Palm Springs Municipal Code addressing the "Transportation Uniform Mitigation Fee" is hereby repealed in its entirety and replaced to read as follows: Chapter 8.90 Transportation Uniform Mitigation Fee Section 8.90.010 Purpose, use and findings. The City Council finds and determines as follows: A. The City is a Member Agency of the Coachella Valley Association of Governments ("CVAG"), a joint powers agency consisting of public agencies situated in the Coachella Valley (collectively, "Member Agencies"). B. Acting in concert, the Member Agencies developed a plan whereby the shortfall in funds needed to enlarge the capacity of the Regional System of Highways and Arterials within CVAG's jurisdiction (the "Regional System") could be made up in part by a Transportation Uniform Mitigation Fee ("TUMF") imposed on future residential, commercial and industrial development within the jurisdiction. C. That CVAG commissioned the preparation of various studies ("Fee Studies") which evaluate population and employment growth, future transportation needs and the availability of traditional transportation funding sources to establish updated TUMF levels and program revenue collection targets. 79 Ordinance No. Page 2 D. That the Fee Studies, as periodically updated, make it possible to determine a reasonable relationship between the cumulative regional impacts of new land development projects in the Coachella Valley on the Regional System and the need to mitigate these transportation impacts using funds levied through the TUMF program. E. That the Fee Studies, as periodically updated, establish the purposes of the TUMF, which may be summarized as a uniform development impact fee to help fund construction of the Regional System needed to accommodate future growth in the Coachella Valley for a period of time extending at least 20 years beyond the date of the Fee Studies. F. That the Fee Studies, as periodically updated, establish that the TUMF proceeds will be used to help pay for the engineering, construction and acquisition of the Regional System improvements identified therein. Such improvements are necessary for the safety, health and welfare of the residential and non-residential users of the development projects on which the TUMF will be levied. G. That the Fee Studies, as periodically updated, establish a reasonable and rational relationship between the use of the TUMF proceeds and the type of development projects on which the TUMF is imposed. H. That the Fee Studies, as periodically updated, establish the reasonable relationship between the impact of new development and the need for the TUMF. I. That the TUMF program revenues to be generated by new development will not exceed the total fair share of these costs. J. That the projects and methodology identified in the Fee Studies, as periodically updated, for the collection of fees is consistent with the goals, policies, objectives and implementation measures of the City's General Plan. K. That the TUMF program complies with the provisions of the Mitigation Fee Act. Section 8.90.020 Definitions For the purposes of this chapter, the following words and phrases shall have the meanings respectively ascribed to them as follows: "Change of use" means any change in the use of an existing building that results in the increase of vehicular trips. 80 Ordinance No. Page3 "Coachella Valley" means those combined boundaries of the Palm Springs Unified School District, Desert Sands Unified School District and that part of the Coachella Unified School District within Riside. "Coachella Valley Association of Governments," hereinafter CVAG, means the legal entity which will manage and administer the Transportation Uniform Mitigation Fee in accordance with the laws of the State of California. "Development" means any activity which requires discretionary or ministerial action by the City resulting in the issuance of grading, building, plumbing, mechanical or electrical permits, or certificates of occupancy issued by the City to construct, or change the use of, a building or property. Where "development" applies to an enlargement of an existing building, or a change of use of an existing building that results in increased vehicle trips, the average weekday trips shall be only the additional trips in excess of those associated with the existing use. "Fee Study" means the studies prepared by CVAG and adopted by the City Council, which supports the fee established by this chapter, and includes all the underlying reports and documents referenced therein. "Impact Fee Schedule" means the schedule of development impact fees approved by resolution of the City Council. "Mitigation Fee Act" means the law set forth in the California Government Code (Government Code Section 66000 et seq.) that establishes the criteria for establishing a fee as a condition of approval of a development project. "Regional System" means the regional system of roads, streets and highways identified by CVAG as identified in its latest adopted Transportation Project Prioritization Study (TPPS) to accommodate growth in the Coachella Valley for a period of time extending at least 20 years beyond the date of the TPPS. Only those projects with a minimum score as established by CVAG in its adoption of the TPPS are included for TUMF consideration. "Transportation Mitigation Trust Fund" means the fund established pursuant to this chapter. "Trip generation rate" means the number of average weekday trips generated by a particular land use. The trip generation rate for each of the following land use categories shall be the rate published by the Institute of Transportation Engineers (ITE), 1Oth edition, or as revised, calculated upon the measurement herein specified. Trip generation rates shall be calculated based upon the following measurement: 1. Residential. Single-family, multifamily, mobile homes and nursing/congregate care uses shall be calculated per dwelling unit. Transit Oriented 81 Ordinance No. Page4 Developments (TOO) shall receive a 15°/o discount on the calculated fee. Low Income housing is exempt from this fee. 2. Non-Residential. Industrial, mini-warehouse, office and retail uses shall be calculated per 1,000 square feet. 3. Fuel Dispensers for gas and electric. Dispensers for.g?s and electric shall be calculated per dispensing unit. 4. Golf Courses. Golf courses shall be calculated per acre. 5. Hotel. Hotels shall be calculated per room. "TUMF area" means the CVAG and TUMF boundary as established by the CVAG General Assembly. "TUMF" means the Transportation Uniform Mitigation Fee established by this chapter. Section 8.90.030 Fee Established A. There is established a Transportation Uniform Mitigation Fee ("TUMF"), which shall apply to new development yet to receive final discretionary approval and/or issuance of a building permit or other development right and to any reconstruction or new use of existing buildings that results in change of use and generates additional vehicular trips. B. The facilities to be funded by the TUMF are detailed in the Fee Study, which is on file with the City Clerk. C. The TUMF is in addition to the requirements imposed by other City laws, policies or regulations relating to the construction or the financing of the construction of public improvements within subdivisions or developments. Section 8.90.040 Fund Established A. There is established a Transportation Mitigation Trust Fund ("Trust Fund") into which TUMF proceeds shall be deposited. B. TUMF proceeds shall be imposed and collected by the City and shall be transmitted to CVAG to be placed in the Trust Fund. All interest or other earnings of the Trust Fund shall be credited to the Trust Fund. C. CVAG shall administer the Trust Fund in accordance with the Mitigation Fee Act. 82 Ordinance No. Page 5 Section 8.90.050 Calculation and Collection of the TUMF A. The method of calculating the TUMF shall be described in CVAG's Transportation Uniform Mitigation Fee Handbook, a copy of which is on file with the City Clerk. B. The amount of the fees due shall be the amount set forth in the applicable Impact Fee Schedule in effect at the time each fee is due. The TUMF shall be collected pursuant to the City's established procedures for the collection of development impact fees. Section 8.90.060 Use Restrictions TUMF proceeds shall be solely used for the engineering, construction and acquisition of the Regional System improvements identified in the Fee Study and any other purpose consistent with this chapter. TUMF proceeds shall not be used for Regional System maintenance. Section 8.90.070 Exemptions The following developments are exempted from payment of the fee required by this chapter: 1. Low and lower-income residential housing, including single-family homes, apartments and mobile homes built for those whose income is no more than eighty percent of the median income in the San Bernardino-Riverside Standard Metropolitan Statistical Area and as determined and approved by the City Council or its designee. The sales or rental price shall not exceed the affordability criteria as established under HUD Section 8 guidelines. Section 8.90.080 Appeal Procedures A. Any developer, who, because of the nature or type of uses proposed for a development project, contends that application of the TUMF is unconstitutional or unrelated to mitigation of the burdens of the development, may file a written appeal with CVAG within ninety days after imposition of the TUMF as a condition of approval or as otherwise provided by the Mitigation Fee Act. B. The appeal shall be heard by the CVAG Executive Committee in accordance with CVAG's established policies and procedures for conducting such matters. The decision of the Executive Committee .shall be final. Section 8.90.090 Administrative Fee A. The City may impose an administrative fee in amount computed to cover the average cost to the City of processing the TUMF. The City shall establish 83 Ordinance No. Page 6 such fee in accordance with the City's procedures for establishing service-related fees, unrelated to CVAG's TUMF. B. The administrative fee authorized by this section shall be in addition to the fee imposed under Section 8.90.030. The administrative fee, when collected, shall be retained by the City to recover its costs. SECTION 2. If any section or provision of this Ordinance is for any reason held to be invalid or unconstitutional by any court of competent jurisdiction, or contravened by reason of any preemptive legislation, the remaining sections and/or provisions of this Ordinance shall remain valid. The City Council hereby declares that it would have adopted this Ordinance, and each section or provision hereof, regardless of the fact that any one or more section(s) or provision(s) may be declared invalid or unconstitutional or contravened via legislation. SECTION 3. Neither introduction nor adoption of this Ordinance represents a "project" for purposes of the California Environmental Quality Act (CEQA), as that term is defined by CEQA guidelines (Guidelines) section 15378, because this Ordinance is an organization or administrative activity that will not result in a direct or indirect physical change in the environment, per section 15378(b)(5) of the Guidelines. SECTION 4. The Mayor shall sign, and the City Clerk shall certify to the passage and adoption of this Ordinance and shall cause the same, or the summary thereof, to be published and posted pursuant to the provisions of applicable law; this Ordinance shall take effect thirty (30) days after passage. SECTION 5. The City Clerk is hereby ordered and directed to certify to the passage of this Ordinance, and to cause the same or a summary thereof or a display advertisement, duly prepared accordingly to law, to be published in accordance with law. PASSED AND ADOPTED THIS DAY OF _____ , 2018. AYES: NOES: ABSTAIN: ABSENT: Rob Moon, Mayor 84 Ordinance No. __ Page 7 ATTEST: Anthony Mejia, City Clerk APPROVED AS TO FORM: Edward Z. Kotkin, City Attorney