HomeMy WebLinkAboutAgenda Report - January 4, 2006 E-10 PHAGENDA ITEM E` rO
isCITY OF LODI
COUNCIL COMMUNICATION
M
AGENDATITLE: Re -Set Public Hearing for February 1,2006 to Consider Resolution Adopting the
San Joaquin County Regional Transportation Impact Fee (RTIF) and Authorize
City Managerto Execute Fee Program Operating Agreement
MEETING DATE: January 4,2006
PREPARED BY: Public Works Director
RECOMMENDED ACTION: That the City Council re -set a public hearing originally scheduled for
January 4, 2006 to February 1, 2006 to consider a resolution adopting
the San Joaquin County Regional Transportation Fee (RTIF) and
authorize the City Manager to execute the fee program operating
agreement.
BACKGROUND INFORMATION: Note that the City Council on December 21,2005, set this item for a
public hearing on January 4, 2006. However, staff did not allow
enough time to meet the statutory mailing requirement (14 days
minimum)which requires that all the background material be mailed to
interested parties with the hearing date. The next regular scheduled meeting that meets this requirement is
February 1,2006.
The San Joaquin Council of Governments (COG), with the participation of our City Council representative and
staff, has studied and adopted a newfee program to help payfor regional transportation improvements. Such
a program was encouraged as part of Measure K -the %-cent transportation sales tax in this County. (A local
transportation fee is required as part of Measure K.)
The COG has asked San Joaquin County and each City to adopt this program (see letter, Exhibit A). A
presentation on this subject was made to the City Council at its meeting of November 16,2005, by City and
COG staff. A model ordinance provided by COG was adapted to the City's Municipal Code and introduced at
the December 21, 2005 meeting and is scheduled to be adopted at the January 4,2006 meeting. The actual
fee is adopted by resolution following adoption of the ordinance. In addition, the Council will be asked to
authorize execution of an operating agreement between the City and COG regarding administration of the fee
program.
The RTIF Program consists of:
• Technical Reportdated October 27, 2005 (the "Nexus Study") - ExhibitB -This report provides the
technical documentation and analysis supporting the fee program and the maximum fee.
• Operating Agreement - Exhibit C -This agreement details the proceduresfor setting, collecting and
administering the fees and will be considered following the public hearing in February 2006.
■ City Ordinance (Attached)- This ordinance is based on the model ordinance provided by COG and
providesthe legal basisfor implementingthe fee program.
• Resolution (Attached) -This resolution actually sets the fees and will be considered at the public
hearing. The new fees will become effective 60 days after adoption of the resolution.
APPROVED:
Blair Kind; ity Manager
J \WeesIRTIRGPHAdoptingFee doc 12/29/2005
Set Public Hearing for January 18, 2006 to Consider Resolution Adopting the San Joaquin County
Regional Transportation Impact Fee (RTIF) and Authorize City Manager to Execute Fee Program
Operating Agreement
January 4, 2006
Page 2
Some of the highlights of the Program are:
A. The proposed fees are:
o $2,500 per single-family dwelling
o $1,500 per multi -family dwelling unit
o $1.00 per retail building square foot
o $1.25 per office building square foot
o $0.75 per industrial building square foot
B. The fee is automatically adjusted each July 1 by the change in the Engineering News Record
Construction Cost Index.
C. The fees are to be solely used for projects listed in the technical report.
D. 10%of the funds collected by Cities are provided to San Joaquin Countyfor RTIF projects located
within the unincorporated area.
E. 10% of the funds collected by each agency are provided to the COG for State Highway projects on the
RTIF list.
F. 5% of the funds collected by each agency are provided to the COG for transit improvements on the
RTIF list.
G. 75% of the funds collected by each City (85% County) may be retained by the agency for RTIF
projects at their discretion or provided to COG for an RTIF project. A city could agree to transfer a
higher amount to the agencies described in D, E, and F for specific projects.
H. Up to 2% of the first million dollars retained by each agency may be used for administrative costs (plus
up to 1% of amounts over one million).
I. RTIF funds are to be kept in a separate fund and inter -fund borrowing is specifically prohibited, except
within the RTIF program.
J. Semi-annual and annual reporting to COG is required.
K. Except for the annual index adjustment, there is a 5 -year "freeze" on the fees and the program, with 5 -
year updates following.
L. Provisions for fee credits or reimbursements to developers for RTIF projects built by development
projects are included, similar to the City's fee program.
M . The City will need to evaluate its own transportation fee to eliminate any double -counting of
projects/funding between the RTIF and the City fee. A review of the City's fee program is underway.
In keeping with the intent of Measure K and recognizing the growing need for transportation funding, City staff
is supportive of the RTIF. However, staff does not recommend adding a separate component for the City's
Public Art Fund. Public art is becoming a more common element in major transportation projects. Individual
project sponsors would work with COG on any art component as part of the project scope and budget.
FISCAL IMPACT: Additional transportation funding actually available to Lodi will depend on
development activity. The City's 2005 fee for transportation projects is $12,969
per low-density residential acre or approximately $2,600 per single-family unit.
Clearly, the RTIF would be a significant increase in available funding.
FUNDING AVAILABLE: Not applicable. IMIZ 111 —4 d
�r Rir_hand rima_ Jr.
Public Works Director
RCP/pmf
Attachments
cc: Wally Sandelin. City Engineer
SJCOG—AndyChesley
Pennino &Associates
J: 11MFees1RTIFICP HAdoptingFee.doc 12/27/2005
Exhibit A
SAN JOAQUIN COUNCIL OF GOVERNMENTS �!' .� :.. -'•1��
555 E. Meter Avenue • Stockton, Cakfornirr 95202
209.468.3913 • 209.468.1084 (fax)
rva,wsjcog. org
It is at the discretion of each jurisdiction to adopt the RTIF program by ordinance or by
resolution. Whatever approach the City of Lodi plans to pursue, SJCOG staff will be available to
assist in any way possible.
Please direct any questions regarding the RTIF program documents to Michael Swearingen,
SJCOG Senior Regional Planner at (209) 468-3913.
Thank you for your immediate attention to the delivery the RTIF Program to the City Council for
their review and consideration.
Sincerely,
e V
ANDREW T. CHESLEY
Interim Executive Director
cc Council Member, Larry D. Hansen
November 1, 2005
Gary L. H,vkrvr
CI1AIR
Mr. Blair King, City Manager
John Harris
City of Lodi
"'" `."""
221 W. Pine Street
Anerrru. C e;h.,,
I\FF. R IM hX1:Cl-PIYF.
Lodi, CA 95240
UIItEC [OR
Dear Mr. King:
Ah,mbo 11goici u
`" II., " I
On October 27, 2005, the Board of Directors of the San Joaquin Council of Governments
-ATHROV.
(SJCOG) unanimously adopted the Regional Transportation Impact Fee (RTIF) program.
LODI.
Enclosed for the City of Lodi's review are the RTIF Technical Report, Ordinance, and Operating
MANTECA,
RIPON,
Agreement. In addition, a Draft Resolution designed to be used by each participating agency to
.il-OCKrON,
establish the San Joaquin County RTIF Program Fees is enclosed for your review.
TRACY.
A\D
THE CUI.TY OF
The consulting firm of Pennino & Associates has been secured by SJCOG to coordinate the
JAN JOAQUIN
presentation of the RTIF program with all jurisdictions. It is SJCOG's goal to present the RTIF
program to all jurisdictions during the months of November and December. Within the next
week, you will be contacted to arrange for the RTIF program to be scheduled for action by the
Lodi City Council.
It is at the discretion of each jurisdiction to adopt the RTIF program by ordinance or by
resolution. Whatever approach the City of Lodi plans to pursue, SJCOG staff will be available to
assist in any way possible.
Please direct any questions regarding the RTIF program documents to Michael Swearingen,
SJCOG Senior Regional Planner at (209) 468-3913.
Thank you for your immediate attention to the delivery the RTIF Program to the City Council for
their review and consideration.
Sincerely,
e V
ANDREW T. CHESLEY
Interim Executive Director
cc Council Member, Larry D. Hansen
u-
REGIONALTRANSPORTATION
IMPACT FEE
Lodi
Stockton
Technpal Report
Lathrop
Eticalon
Pipoll
TrLicy
I �F
October 27, 2005
Economic &
Planning Systems
Real FsUle Ecat conics
Reooml Ecommia
Pt"ic i'invw
Land Use Policy
FINAL REPORT
SAN JOAQUIN REGIONAL TRANSPORTATION IMPACT FEE
Prepared for:
San Joaquin Council of Governments
Prepared by:
Economic &Planning Systems, Inc.
and
Fehr & Peers Associates Inc.
October 2005
EPS #15040
BERKELEYSACRAMENTO DENVER
2501 Ninth St., Suite 200 Phone: 510-841-9190 Phone: 916-649-8010 Phone: 303-623-3557
Berkeley, CA 94710-2515 Fax: 510-841-9208 Fax: 916-649-2070 Far: 303-623-9049
www epsys.com
TABLE OF CONTENTS
I. INTRODUCTION AND RESULTS................................................................................... 1
Purpose of Proposed Fees and Technical Report ................................................... I
Summary of Maximum and Proposed Fees........................................................... 2
Implementation and Legal Considerations............................................................ 2
SurplusFunds........................................................................................................... 4
Securing Supplemental Funding............................................................................. 4
Il. RTIF GRo WTI PROJECTIONS..................................................................................... 6
TimeHorizon............................................................................................................ 6
GrowthProjections................................................................................................... 7
Dwelling Unit Equivalents....................................................................................... 7
III. RTIF CAPITAL PROIECISAND COSTS....................................................................... 11
RTIF Project Inclusion Criteria.............................................................................. 11
Changes to RTIF Master Project List..................................................................... 13
Allocation of Eligible RTIF Costs........................................................................... 14
IV. RTIF MODEL AND FEE CALCULATION..................................................................... 19
Transportation Model............................................................................................. 19
ExistingDeficiencies............................................................................................... 19
TrafficContribution................................................................................................ 19
Public Transit Contribution................................................................................... 20
MaximumFee Calculation..................................................................................... 20
LIST OF TABLES AND FIGURES
Table 1:
Regional Transportation Impact Fee Amount .................................................
3
Table 2
Projected Development by Land Use...............................................................
8
Table 3
Dwelling Unit Equivalent Calculation Factors ................................................
9
Table 4
Total Dwelling Unit Equivalent Growth........................................................
10
Table 5:
RTIF Capital Projects........................................................................................
15
Table 6
RTIF Trip Distribution and Net Project Costs ................................................
22
Table 7
RTIF Fee Calculation........................................................................................
25
Figure 1: Regional Transportation Network.................................................................. 12
1. INTRODUCTION AND RESULTS
This Technical Report is designed to provide participating jurisdictions in San Joaquin
Region with the necessary technical documentation and nexus analysis supporting the
adoption cf a Regional Transportation Impact Fee (RTIF) Ordinance. It has been
prepared by Economic &Planning Systems, Inc. (EPS) and Fehr & Peers Associates Inc.,
with input and guidance from the San Joaquin Council of Governments (SJCOG). The
RTIF program described in this Report is based on current growth projections and
infrastructure requirements and is consistent with the most recent relevant case law and
the principles of AB 1600 or Government Code Section 66000 et seq ("Fees for
Development Projects"; except where specific citations are provided, this statute will be
referred to in this Report as AB 1600).
Following this introductory chapter, Chapter II discusses the land use growth
projections used in this analysis and Chapter III describes the RTIF capital costs.
Chapter IV describes the modeling techniques used to establish nexus for the RTIF
program and the resulting RTIF program fee calculationby land use category.
PURPOSE OF PROPOSED FEES AND TECHNICAL REPORT
The RTIF program described in this Report will provide funding for regional
transportation improvements required to serve new development and to ensure that
existing service levels can be maintained. To the extent that required improvements
serve both new and existing development, or travel through the San Joaquin Region,
only the portion that is attributable to new development inside the region is included in
the RTIF program. It is expected that the RTIF program funding will be augmented by
other revenue sources to meet overall funding requirements, particularly Measure K
funding and State and Federal Grants.
This Report also provides a schedule of fees to be established by the RTIF Ordinance
and/or Resolution. This Report and the technical information it contains should be
maintained and reviewed periodically by the SJCOGand participating jurisdictions as
necessary to ensure its accuracy and to enable the adequate programming of funding
sources. To the extent that improvement requirements, costs, or development potential
changes over time, the RTIF program will need to be updated.
The proposed RTIF program fee, if approved, will need to be enabled through adoption
by participating jurisdictions of a new Ordinance or Resolution. The enabling
Ordinance would allow the jurisdiction to adopt, by Resolution, a fee schedule
consistent with supporting technical analysis and findings. 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.
PA 15000s% 1504ORT[Fk Report % nesusstdyflx dI02405.d=
Draft 2� Technical tri
San Joaquin Regional Transportation Impact Fee
October24, 2005
SUMMARY OF MAXIMUM AND PROPOSED FEES
A summary of the maximum fees calculated in this RTTF Technical Report by land use
category are provided in Table 1 and summarized below. Because of insufficient data
on office growth projection, office category is included as part of the
commercial/industrial category.
• $2,512per single-family unit
• $1,542 per multifamily unit
$4.65 per retail square foot
$2.13per commercial/industrial square foot
The fees shown above represent the maximum fee that can be charged based on the
nexus findings described in this Report. These fees are calculated to generate sufficient
revenue to cover the RTIF capital facility costs associated with new development in the
County. Participating jurisdictions may as a matter of policy deade to charge a fee
below the maximum fee for any or all of the land uses. However, the revenue shortfall
to the RTIF program that would result from reducing the fees must be made up by other
non-RTIF revenue sources. Specifically, the fee levels for certain land uses cannot be
raised to cover revenue shortfalls that result from lowering the fees on other land uses.
SJCOG in conjunction with participating agencies have proposed to charge a fee below
the maximum amount legally allowed based on the nexus calculations presented above.
A comparison between the maximum RTIF fee and the proposed RTTF fee is presented
in Table 1 of this report.
The fee reduction is based on key stakeholders (i.e., developers, elected officials,
city/county offiaals) goal to mitigate the impact new growth has on the regional
transportation system as well as continue to foster economic development, job creation,
and sales tax generation. The proposed fees represent a consensus reached by the
region's leaders based on the analysis of economic drivers pertinent to the San Joaquin
region.
IMPLEMENTATION AND LEGAL CONSIDERATIONS
MI M111:\ r N WTAI WIN
AB 1600 (at Gov. C. §§ 66001(c), 66006(b)(1)) stipulates that each local agency that
requires payment of a fee make specific information available to the public annually
within 180 days of the last day of the fiscal year. This information includes the
following:
P: 115000s115o4oR77F\FgWf 1 nexusstdyfind1024Q4.doc
Table 1
Regional Transportation Impact Fee Amount
San Joaquin RTIF Nexus Study; EPS#15040
Maximum Proposed
Category RTIF Fee RTIF Fee
Total Fee Revenue $410,230,388 $374,620,076
Fee Per Single -Family Unit $2,512 $2,500
Fee Per Multi -Family Unit $1,542 $1,500
Fee Per Retail Sqfl. $4.65 $1.00
Fee Per Commerciafllndustrial Sqfl. C 1
Office $2.13 $1.25
Industrial $2.13 $0.75
(1) The maximum RTIF fee calculation combines office and industrial land use categories due to
insufficientdata to separate the two categories.
Economic 6Planning Systems. Inc. 1012412005 3 P.115000s115040RT7FlMOd&WUEC8ie 102405
Draft Technical Report
San Joaquin Regional Transportation Impact Fee
October 24,2005
• A description of the type of fee in the account.
• The amount of the fee.
• The beginning and ending balance cf the fund.
• The amount of fees collected and interest earned.
• Identification cf the improvements constructed.
• The total cost of the improvements constructed.
• The fees expended to construct the improvement.
• The percent of total costs funded by the fee.
If sufficient fees have been collected to fund the construction of an improvement, the
agency must specify the approximate date for construction cf that improvement.
Because cf the dynamic nature of growth and infrastructure requirements, participating
jurisdictions and the SJCOG should monitor development activity, the need for
infrastructure improvements, and the adequacy cf the fee revenues and other available
funding. Formal annual review cf the CFF program should occur, at which time
adjustments should be made. Costs associatedwith this monitoring and updating effort
can be included in the RTIF program.
SURPLUS FUND S
AB 1600 also requires that if any portion cf a fee remains unexpended or uncommitted
in an account for five years or more after deposit of the fee, the City Council shall make
findings once each year: (1)to identify the purpose to which the fee is to be put, (2) to
demonstrate a reasonable relationship between the fee and the purpose for which it was
charged, (3) to identify all sources and amounts cf funding anticipated to complete
financing of incomplete improvements, and (4) to designate the approximate dates on
which the funding identified in (3) is expected to be deposited into the appropriate fund
(§66001(d)).
If adequate funding has been collected for a certain improvement, an approximate date
must be specified as to when construction on the improvement will begin. If the
findings show no need for the unspent funds, or if the conditions discussed above are
not met, and the administrative costs cf the refund do not exceed the refund itself, the
local agency that has collected the funds must refund them (Gov. C §66001(e)(f)).
SECURING SUPPLEMENTAL FUNDING
The RTIF program identifies $561 million in capital projects that can be funded in full or
in part by impact fee revenue. However, the RTIF revenue generated is itself not
sufficient or appropriate for funding the full amount of the RTIF capital projects
identified in this Technical Report. For example, out of the $561 million in RTIF capital
projects, approximately $128 million can be attributable to trips that originate or end
outside the San Joaquin Region. The new facility costs attributable to these "external
trips" cannot be covered by impact fee revenue. In addition, the SJCOGBoard may
4 P:115000s115040RT1FlReport\nexasstdyfirW102405.d"
Draft Technical Report
San Joaquin Regional Transportation Impact Fee
October 24, 2005
approve fee levels that are lower than the maximum amount allowed based on the
nexus analysis, further reducing the revenue available to the RTIF program. Thus, to
fully implement the RTIF program, the SJCOGwill have to obtain funding and pay for
improvements not covered by impact fee revenue. Examples of such sources include
Measure K funds; CAL,TRANS funding; and other local, State and federal sources.
Ultimately, funding for the entire cost of the IUIF program must be identified and
allocated during the life of the RTIF program.
5 PA150DOsV5D4ORTIFXReportlnexusstdyjnafIO29l5.doc
11. RTIF GROWTH PROJECTIONS
The MW program fee is a one-time fee levied on new development at a rate
proportional to its demand for transportation capital improvements. Thus, a forecast of
new development in the San Joaquin Region is required to calculate the fee. This
Chapter documents the land use growth assumptions used to calculate the RTIF
program fee. Specifically, it describes the amount of residential, retail, and
commercial/industrial land use development expected to occur in San Joaquin Region
through the year 2030. These estimates are used for the following primary purposes in
the fee calculation:
Estimates cf existing and future development are used to evaluate future traffic
levels and determine the need for transportation improvements in the San Joaquin
Region.
• Estimates of future development are used to allocate the costs of required
transportation improvements and ultimately to calculate a fee per unit oF new
growth.
The following sections describe the development projections and the key assumptions
underlying them.
TIME HORIZON
The time horizon for an impact fee program is important because it determines the type
and amount of transportation improvements that will be included in the fee program as
well as the level of growth these improvements will serve. A longer time horizon will
result in more transportation improvements being included in the RTIF program fee
because of the added traffic demands from the increasedpopulation and jobs that will
occur by that future date. A shorter time horizon typically reduces the number of
improvements in the RTIF program fee because it includes only those improvements
needed to accommodate a lower level of population and employment growth.
There are two ways that the time interval can be set in an impact fee analysis. One
approach is to consider all improvements needed through the "build out" of a
community's General Plan. Another approach is to establish a future date, typically
before "build out" occurs, which is consistent with forecast data or improvement cycles.
Both techniques are used in impact fee technical reports.
This Technical Report is based on a time horizon that ends in the year 2030. This
corresponds to the timeframe used in the Regional Transportation Plan (RTP) which
specifies the priority transportation projects in the San Joaquin Region, as approved by
SJCOG. The timeframe also corresponds to the household and employment projections
available for use in this Report, as further described below.
6 P:115000s1150408IMRePortlnausstdyftrta1102405.doc
Dray Technical Report
San Joaquin Regional Transportation Impact Fee
October24, 2005
GROWTH PROJECTIONS
The regional household and employment projections, provided by SJCOG, form the
basis for developing growth forecastsby land use category. Specifically, household
growth projections are used to estimate future residential development, whereas
employment growth projections are used to estimate future retail and
commercial/industrial development. The household and employment projections used
in this Report are based on standard methodology developed in the 2030 Regional
Transportation Plan, which is adopted throughout the San Joaquin Region. Table 2
summarizes the projection data.
For employment projections, approximately 350 square feet per retail employee and 700
square feet for all other employment categories are assumed to estimate the
comrnercial/industrial development. In addition, an average vacancy rate of 7percent
for retail and commercial/industrial space is also assumed. The allocationof
employment into retail and commercial/industrial land use categories is based on the
historical employment proportions reported in data approved by the SJCOG.
DWELLING UNIT EQUIVALENTS
This analysis relies on Dwelling Unit Equivalent (DUE) factors to compare and evaluate
future development across land use categories. Specifically, DUE factors compare
residential, retail, and commercial/industrial land uses to one another based on their
vehicle trip generation rates in order to develop a common metric for analysis. The
factors used to convert residential, commercial/industrial, and retail growth into DUES
are shown in Table 3, and are based on standard assumptions regarding trip generation
and trip diversion! The DUE factors are then used to calculate total DUE growth by
land use, as shown in Table 4.
I Assumptions based on data from the I nstitute of Transportation Engineers (PTE) Trip Generation Model
(6"Edition) and the San Diego Council ofGovernlnents (SANDAG) Brief Guide to Vehicular Traffic
Generation Rates, July 1998.
7 P:115000s115040RTIFIRgnrtlnerussldyfirud1024Mdoc
Table 2
Projected Development by Land Use
San Joaquin RTIF Study; EPS #11212
Year Total Avg. Annual
Category 2005 2030 Growth Growth
Single Family Residential (Units) 165,334 287,943 122,609 2%
Multy-Family Residential (Units)
Retail
Employment
Square Feet (1)
Commerciallindustrial
Employment
Square Feet (2)
80,122
111,990
31,868
1.3%
47,347
59,311
11,964
0.90/0
15,411,449
19,305,731
3,894,282
0.90/0
247.161
272,355
25,194
0.4%
160,901,811
177,303,105
16,401,294
0.4%
(1) Assumes 350 SF per Retail employee, and a 7.0% vacancy rate.
(2) Assumes 700 S F per Commercial/ Industrial employee, and a 7.0% vacancy rate
Economic 6 Pfanning Systems. Inc. 10124/2005 8 P.115000A1504OR77FV40do DUECBk 402405
Table 3
Dwelling Unit Equivalent Calculation Factors
San Joaquin RTIF Nexus Study; EPS#15040
Category
Unit
Pk Hour
Trip Rate (1)
% New
Trips (2)
DUE
Single Family Residential
DU
1.01
100%
1.00
Multi Family Residential
DU
0.62
100%
0.61
Retail
KSF
3.74
50%
1.85
Commercial
Office
KSF
1.49
65%
0.96
industrial
KSF
0.88
85%
D -7A
Office/industrial Avg.
0.85
(1) Peak hour trip rate based on ITE Trip Generation Manual, 8th Edition.
(2) Percent new trips based on SANDAG Brief Guide of Vehicular Traffic Generation Rates
Economic 6 Planning Systems. Inc. 1012412005 9 RAIW0W5040R IRWd&ADUECAI -102405
Table 4
Total Dwelling Unit Equivalent Growth
San Joaquin RTIF Nexus Study; EPS #15040
DUE Growth
Unit Type (2005- 2030)
Single Family Residential 122,609
Multi -Family Residential 19,563
Retail Square Feet 7,210
Commercial/Industrial Square Feet 13.937
Grand Total 163,319
Economic 6Planning Systan3.inc. 7012412005 10 P115000s1i5040RTIFlModaADUECafc 702405
III. RTIF CAPITAL PROJECTS AND COSTS
This chapter documents the transportation improvements included in the RTIF capital
project list and their corresponding costs. The RTIF Master Project List was selected
based on the inclusion criteria described herein and refined based on funding need. The
eligible RTIF capital project list includes all the projects that are assumed to be funded,
in full or in part, by RTIF revenue.
RIV PROJECT INCLUSION CRITERIA
The road and transit projects proposed for funding by the RTIF are included in an initial
RTIF Master Project List. The RTIF project list is composed of improvements that fall on
the "RTIF Network", a unified system of roadways, transit linkages, and other
transportation facilities that confer benefits upon development throughout the County.
This network is illustrated in Figure 1. The RTIF Network was developed and defined
as part of the RTIP planning and policy formulation process?
While an initial RTIF Master Project List has been established as part of this Technical
Report, it is recognized that the list of transportation projects may need to be amended
over time as circumstances change. As a result, during the RTJF planning process a
number of screening criteria were considered and evaluated as a method for selecting
the type of projects that would possibly be funded by RTIF revenue. These screening
criteria are designed to distinguish projects where the nexus with new development
throughout the San Joaquin Region is strong. It is the adherence to the screening criteria
that assures that the required "nexus" findings and other requirements of Government
Code Section 66000 et seq. are respected.
In order to be included in the RTIF Master Project List, Highway Widening, Interchange
and Local Roadway Improvement projects must meet all of the following criteria:
A. All projects must be part of the RTIF Network;
B. All projects must be scheduled for delivery within the time horizon of the
nexus analysis; and3
C. All projects, except interchange improvements, must involve a capacity
improvement of one or more through travel or passing lanes, or auxiliary lanes
(i.e., turn lanes).
2 The RTIF Network is based on the CongestionManagement Program (CMP) network ofmajor facilities of
regional significance and supplementedwith additional major arterials that serve inter -community -travel, in
San Joaquin County.
3 All RTIF highway widening, interchange, regional roadway, and public transit projects must be identified
in the SJCOG Board adopted 1RPIE' project list and Regional Transportation Plan (RTP) prior to delivery. The
cuxrent time horizon for the RTP is 2005 - 2030.
11 F:N15Ms1]sii40RrrF\Xeport\rurusstdyfi?W1oz40-doe
12
Draft Technical Report
San Joaquin Regional Transportation Impact Fee
October24, 2005
In order to be included in the RTIF Master Project List, all Public Transit projects must
satisfy the following criteria: 4
A. All projects must be scheduled for delivery within the time horizon of the
nexus analysis; and
B. All projects must involve an improvement to an existing or new service/facility
which connects at least two or more cities or regions.
The RTIF nexus fee is based on a combination of highway widening, interchange, and
regional roadway projects. The FdU Master Project List is further refined to ensure that
appropriate projects receive necessary funding to complete delivery. These projects were
selected from the RTIF Master Project List based on the following:
A. Currently identified in Tier I of the RTP;
B. Regional roadway and interchange projects that are in Tier I of the RTP and/or
are Measure K Renewal projects; and,
C. All remaining regional roadway projects which fall on the current SJCOC Board
adopted Regional Transportation Network.
A description of the master and eligible RTIF projects and costs are provided in Table 5.
CHANGES TO RTIF MASTER PROJECTLIST
As needs and priorities change over time, on a semi-annual basis, a jurisdiction can
exchange any one of their RTIF projects from the RTIF Master Project List with one or
more of their projects in Tier I of the RTP. This level of flexibility is intended to help
jurisdictions adapt to changes in funding availability and transportation priorities.
However, the following conditions need to be met to secure an exchange:
RTP meets air quality conformity requirements;
The projects are categorized in Tier I of the RTP. Tier I RTP projects are priority
projects for which funding sources have been identified; and,
RTIF nexus requirements are maintained.
4 Examples of regional transit projects include: (a) capital purchase of rolling stock; (b) bus shelters and
associated amenities; and, (c) multi -modal stations and associated amenities.
13 PA15000s115040RTIF1Report\nerusstdyfirial]02405.doc
Draft Technical Report
San Joaquin Regional Transportation Impact Fee
October 24, 2005
ALLOCATION OF ELIGIBLE RTIF COSTS
RTIF funds represent one source of funding. These funds, combined with other local,
state and federal funds ensure the complete delivery oF the RTE transportation project.
Based on the multiple funding mechanisms, the following rationale was used to allocate
net RTIF costs to fiscally constrain the projects and establish the nexus:
A. RTIF Projects currently in Tier I of the RTP- RTIF gross project costs were
compared to the costs programmed in the RTP. The cost differentialsbetween
the RTIF/Tier I RTP projects were offset with net eligible RTIF costs.
B. Regional roadway/interchange projects in Tier 1 of the RTP and/or MK
Renewal - These projects have multiple funding mechanisms and will require
RTIF funds to ensure delivery. As part of the nexus, 23 percent of the gross
project costs were used not to exceed the eligibleRTIF net project costs.
C. Remaining regional roadway projects -Nexus fee includes fd1 RTE costs
attributable to new development for a I I remaining Regional Roadway Projects
which fall on the adopted Regional Transportation Network.
The impact of this cost allocation is summarized in Table 5. As shown, there are 120
separate RTIF projects with an estimated total capital cost CC about $5.4billion. Of the
total, 48 RTIF projects with a total cost of $561 million were selected for purposes of
calculating the fee amount. This amount reflects to proportion of the projects for which
funding sources have not yet been identified. The cost estimates are based on the best
information available at the time oF this Report. To the extent that this project list and/or
the corresponding cost estimates are updated, the maximum fee amount will change
accordingly.
14 P: N 1500%% 15MRTMRIvyll nerusstdyfrnalI02405.dac
Table 5
RTIF Capital Projects
San Joaquin RTIF Nexus Study; EPS#15040
ID# Project
Mainline Highway Projections
1
SR -99
2
SR -99
3
1-5
4
1-5
5
1-5
6
1-205
7
SR -4 Extenslcn
8
SR -99 Widening
9
SR -99
10
SR -99
11
SR -99 Widening
12
1-6
13
SR -99 Widening
14
SR -4 Crosstown Widening
15
SR -26 Widening
�-+ 18
SR -4 Widening
17
SR 99 @ Crosstown Freeway
18
I-5fSR4 @ Crosstown Freeway
19
1.51SR-120
20
SR -920
21
SR -12
22
SR -99
23
SR -99
24
1-5
25
I-5 Widening
26
SR -12 @ 1-5
27
SR -99 0 S R-88
28
SR -99 @ SR -26
29
SR -26
30
SR -120 West of Escalon
31
SR -120 East of Escalon
32
SR -&8
Total
Mainline Highway Projections
Project Description
RTIF Master Nexus Project
Project Costs (2) Costs (3)
W nen 4 to 6 lanes us ng insiae median. Arch Road to Crosstownt99 mtercnange
$158,000.000
4lanesunderl-5, modify interchange0.3miles northand south of Lathrop Road undercrossi rig
Widen 6 to 8 anes (Outside), City of Manteca (Yosemite Ave) to Cityoi Ripen (West Ripon Road)
$203,000,000
34
Widen 6 to 8 lanes (Insce) from Monte Dabo Avenue under crossingto Otto Dr ve. Ada aux. PossfDle HOv lane
$250,000,000
$40,000,000
W den 6to 8 ares (Insioe), French Camp Road to Charter Way
$226,000..000
SR -99 @ SR -12 (Kettleman Lane)
Widen 6 to 8 lanes (Ins,de), SR 120 to French Camy, Road
$71,000,000
$4,600,000
Waen 6 to 8 lanes (InsaelOutsidts) from 1.580 to 1-5
$268,000,000
Reconstruct interchange
New alignment from FresnoAve to Daggeit Road
$150.000.000
$19,843,070
Waen 6 to 8 lanes (Ones de), CheroKee Road Io Armstrong Road
$100,000,000
$8,900,000
Wden 6 to 8 lanes (Outs ae), Grosstowr to Cherokee Road
$194,000,000
SR-99@Austin Road
W,den 6 to a lanes (O,.ts de), Arch to Crosstown
$86.000.000
$6,900,000
W den 4 to 8 lanes (Outside), French Camp Roaa to Arch Road
$100,000,000
Wcccn 6 108 lanes (Insde), Dho Dnve to New Rood A (One mile N. of Eight Mle Road)
$25,000,000
Wden 8 to 10 lanes (Outside), Mar,posa Road loCheroRee Road
$150,000,000
Wiaen 6 to 8 lanes. 1-5 to SR -99
$75,000,000
Widen 6 Io 8 lanes. SR.99 Io AusUn Road Extens on
$30.000.000
W den 6 to 8 lanes. SR -99 to Austin Road Extension
$30,000,000
Reconstruct Freeway to FreewayWercnange
$30,000,000
Reconstruct Freewayto Freeway I me rcna nge
$59.000.000
New aranchcennectors (2 Lane Structures) SR-120West lol-5 North.andl•5 5outn to SR -120 Easl
$35,500,000
$6,54D,000
Widen 4 to 6 lanes (Inside) from I.5 to SR -99
$54.000.000
Waen 2 t 4 lanes (Oulside), adatum .anes, from SR99 10 SR -88
$50,500,000
$31,480,000
New capacity' widen 4 l 6 lanes (Inside). from Jct. 12 East to County line.
$86,000,000
New capacity — women 4 to 6 anes (Ins de), from north of Hamey to SR -12 East
$11,250,004
Wiaen 4 to 6 lanes (Inside), SR -12 to County Line
$91.000,000
Widen 8 to t 0 lanes. Roth Road Io Otto Or ve
$400,000,000
Loop Ramps
$11,250,000
Reconsiruct ntorchange
$19,500,000
Reconstruct interchange
$19.500.000
New capacity - widen 2 to 4 lanes (Outside), Cardinal (divertingcanal) I o Jack Tone Road
$48,000,000
Widen from Jacktone 5lane conventional to Sexton. new south alignmentto McHenry
$75,000,000
New South alignment from McHenry I a existing 120@ Harrold, widen lo5lane oonventional to county line
$25,000,400
Passing lanes. SR-12toAmador County Line
$24,000.000
$3,157,500,000
$57,963,070
Interchange Modifications, Reconstructions, and Improvements
33
1.5@ Lathrop Road
4lanesunderl-5, modify interchange0.3miles northand south of Lathrop Road undercrossi rig
$17,200,000
$3,956,000
34
1205@ ParadiselChhsman
Construction of new interchange
$40,000,000
$20,800,000
35
SR -99 @ SR -12 (Kettleman Lane)
Reconstruct inleerchange
520,000,000
$4,600,000
36
SR -99 @ Harney Lane
Reconstruct interchange
$20,0011,000
37
S R-99 @ North Main
Construct new interchange
$8,900,000
38
SR-99@Austin Road
Reconstruct/Improve Interchange
$30,000.000
$6,900,000
Emnomir d Prarming sygems. WQ 1012a200 ptirmaoarr _ro2�o6
Table 5
RTIF Capital Projects
San Joaquin RTIF Nexus Study; EPS#15040
RTIF Master
Nexus Project
ID#
Project
Project Description
Project Costs (2)
Costs (3)
39
SR -120@ McKinley
ReconstructPmlorcve Interchange
$28,200,000
$6,486,000
40
SR -99 @ Olive Rd.
Construct Interchangeto include wnnection with River Road
$40,000,000
515,760,000
41
SR -99@ Eight Mile Road
Reconstructlnterchange(PM 35.1-35,5)
$36,120:000
$8,307,600
42
SR -99@ March LaneNVlson
New interchange- Construct combined Wilson Way, March Lane Interchange (P.M. 21.1-22.1)
$100.000.000
$23,000,000
43
1-5 @Arch Sperry/French Camp
Modifyexisting 1-5/French Camp Road Interchange(P•M, 20.8-212)
$35,000,000
$8,050,000
44
SR -99 @French Camp Road
Reconstruct interchange
$35.000.000
45
SR -99 @Arch Sperry Road
Phase 2 interchange improvements
$15,000.' 000
46
SR -99 @ Armstrong Road
Reconstruct interchange
$35,000,00
47
1-5 @ New Road (N. Gateway)
Construction of new interchange
$35,000,000
48
SR -99 @ New Road A (N. Gateway)
Construction of new interchange
$35,000,000
49
SR -99@ Morada Lane
Reconstruct interchange
$35,000900
$1,000,000
50
1-5 @ Eight Mile Road
Interchange Modification
517.000.000
$3,910,000
51
1-5 @ Otto Drive
Construction of new interchange
$42,000,000
$9,660,000
52
1-5 @ Hammer Lane
Interchange Modification
$47,000,000
$10,810,000
53
SR -99@ Mariposa Road
Rewnstruct interchange
$40,000,000
$9,200,000
54
SR -99 @ New Road
Construction of new interchange between French Camp Road and Arch -Spew Road
$35,000,000
µ 55
15@ Matthews Road
Reconstruct interchange
$35,000,000
56
I-5 @ Roth Road
Reconstruct interchange
$35,000,000
57
SR -132@ 1-5 and Bird Road
Upgrade interchange, lengthen ramps. widen approaches. install signal controls
$10.000.000
-
58
1-580 @ Lammers Road
Construction of new interchange
$55.000.000
59
1-580 @ Coral Hollow Road
Modification of existing interchange
$20.000.000
60
1-205 @ Lammers Road
Construction of new interchange
$55,000,000
$12,650,000
61
1-20S @ Grantline Road
Modificationaf existing interchange
$30,000,000
$6,900,000
Total
Interchange Modifications, Reconstructions, and Improvements
$986,420,000
$151,989,600
Regional
Roadway Improvements
$20.000.000
$5.000.000
62
Lower Sacramento Road
Widen from 2 to 6 lanes. Eight Mile Road to Marada Lane
63
Lower Sacramento Road
Widen from 2 to 4 lanes. Armstrong Road to Eight Mile Road
$10,000,000
64
Eight Mile Rd.
Widen from 2 to 8 lanes, 1-5 to SR -99. Project involves 2 railroadgrade Separations.
$50,000,000
$11,500,000
65
PacificAvenue
Widen from 6 t 8 lanes, Hammer Lane to March Lane
$30,000,000
$6,900,000
66
MarchLane
Widen fmm 6 to 8 lanes, Claremontto West Lane
59,262,000
$8,162,000
67
MarchLane
Construct8 lane Roadfrom Hol man to SR -99
$25,000,000
$5,000,000
68
West Lane
Widen from 4 to 6 lanes. Armstrong Road to Eight Mile Road
$10,000,000
$9,780,000
69
West Lane
Widen from 4 to 61n.SPRR s/o Alpine -Calaveras River
$44,200,(00
$43,669,600
70
West Lane
Widen from 6 to 8 lanes, Eight Mile Road to Alpine Avenue
$35,000,000
$33,390,000
71
West LanelAlrport Way
Widen from 4 to 6lanes. Alpine Avenue to Arch Sperry Road
$60,000,000
$55,920,000
72
Airport Way
Widen from 2 to 6 lanes. French Camp Roadto Roth Road
$15,000,000
$12,435,000
73
Airport Way
Widen from 4 to 8 lanes, Arch/Sperry Road to French Camp Road
$20,000,000
$15,960,000
74
New Road A
Construct4 lanes. 1-5 to SR -99. Project involves 2 railroad grade separations.
$25,000,000
75
Thamton Road
Widen from 2 to 6lanes, Bear Creek to Hammer Lane
$20,000,000
$4,600,000
76
Aksiand Avenue
Construct4 lanes, Otto Drive to March Lane
$10,000.000
$3,000,000
77
Ryde Avenue Bridge
Construct4 lane bridge Over the Calaveras River
$5,000,000
78
Mariposa Road
Widen from 2 to 8 lanes. SR -99 to Austin Road
$30,000,000
EcPno c 6 Planning Systems, Inc. 10!242005
P..AiW aif5N0RT7PAAod*WUECa1c_102405
Table 5
RTIF Capital Projects
San Joaquin RTIF Nexus Study; EPS#15040
ID# Project
Project Description
RT1F Master
project costs (2)
Nexus Project
costs (3)
79 Austin Road
Construct 6 lanes. SR -26 to Main Street
$10,000,000
80 Austin Road
Construct8 lanes, Main Streetto Mariposa Road
$60,000,000
61 Austin Road
Construct 6 lanes, Mariposa Road to Arch Road
$5,000 000
82 Austin Road
Construct4 lanes, Arch Roadto French Camp Road
$20,000,000
83 Arch -Spew Rd.
Construct 2 to 8 lanes, 1-5 to Performance Drive
$65,000,000
$14,950,000
84 Arch -Spew Rd.
Construct2 Io 8 lanes, Performance Driveto Frontier Way
$35,000,000
$22,595,000
85 Arch -Spew Rd.
Widen from 2 to 6 lanes, Frontier Way IoAustin Road
$10,000,000
$5,690,000
86 French Camp Road
Widen from 2 to 6 lanes, SR -99 to Arch -Sperry Road
$40.000.000
87 Harney Ln.
Widen from 2 to 4 lanes, SR -99 to Lower Sacramento Road (2.6 Miles)
$12,250,000
$2,817,500
88 Jack Tone Rd.
Widen from 2 to 4 lanes entire length (SR -991 o SR -88)
$27,000,000
$6,210,000
89 Liberty Road
Widen from 2 to 4 lanes, SR -99 to SR -88
524,974,000
90 Peltier Road
Widen from 2 to 4 lanes, SR -99 to 1-6
515,500,000
91 Peltier Road
Widen from 2 t 4 lanes, SR -99 to Elliott Road
$25,573,000
92 Elliott Road
Widen from 2 to 4 lanes, SR -88 to Peltier Road
$12,900,000
93 Yosemite Ave
Widen from 2 to 4 lanes, City Iimitto North Ripon Rd. 3.05 miles.
$4,758,000
94 Mariposa Road
Widen from 2 to 4 lanes. Austin Road to Jack Tone Road
$17,352,000
ti 95 Mariposa Road
Widen from 2 to 4 lanes. Jack Tone Road to Escalon-Belota Road
$20,063,000
~ 96 French Camp Road
Widen from 2 t 4 lanes. SR -99 to SR -120
$26,084,000
97 Tracy Boulevard
Passing lanesand channelization
$21,202,000
98 Howard Road
Passing lanes and channelization
$23,935,000
99 Airport Way
Widen from 4 lo 6 lanes. Lathmp Roadto Rolh Road.
$9,293,000
52,137,390
100 Escalon-Beiota Road
Widen from 2 to 4 lanes. Mariposa Roadto Escalon City limit
$4,009,000
$1,519.411
101 Airportway
Widen from 2 to 4 Ianes,Yosemite to SR -120
$1,153,000
$937.389
102 Airportway
Widen from 4 to 6 lanes. SR120-Lathrop Road (Manteca)
$4,900,000
$4,209,100
103 Lathrop Rd.
Widen from 2to 4 Ianesfrom east of UPRRto SR -99
$6,855,000
104 Golden Valley Parkway
Parallel facility along north/west side of 1-5 from Lathmp Road to Paradise
$59,290,000
$40,910,100
105 Lalhrop Rd.
Widen from 2 to 4 lanes, 1-5 to east UPRR
$2,560.000
106 Corral Hollow Road
Widen from 2 to 4 lanes, Grantline Road to Linne Road
$20,000,000
107 Lammers Road
Widen firm 2 to 4 Lanes, 1-205 to E-580
$40,000.000
108 Linne Road
Widen from 2 to 4 lanes, Corral Hollow Road toChrisman Road
$4,289,000
$2,835,029
109 McHenry@ Ulirey Intersection
Intersectionlmprovement
$800,000
$499.200
110 CampbellAvenue
Widenfrom2to4lanes, FromSR120northtoMillerRoadandeastfromMillerRoadtoEscalon-BelotaRoad
$2,500,000
$1,257,500
111 Campbell Avenue
Widen from 2 to 4 lanes. From Miller Road to Santa Fe Avenue.
$2,500,000
112 Brennan Road
Widen from 2 to 4 lanes. SR 120south to Jones Road and east from Jones Roadto McHenry Avenue
$2,500,000
-
113 Miller Road
Widen from 2 to 4 lanes. Escalon-Bellota Avenue to Campbell Avenue
$1,123,005
114 South Arterial #1
Widen from 2 to 4 lanes. Brennan Avenue to Harrold Avenue
$5,054,790
115 Jones Road
Widen from 2 to 4 lanes, Brennan Road to HarroldAvenue
$2,000,115
River Road Plus Extension
Widen from 2 to 4 Lanes From McHenryAvenue Io SR 120. Includes Parallel Fad lity to SR 99 North to SR 120
$25,000,000
116
with extension of Olive Road south to SJC line. May include roundabout (River Road @ McHenry).
117 West Ripon Road (1)
Widen existing road from 2 lo 4 lanes and extend Ripon Road West to 1-5
$.50,000,000
Total Regional Roadway Improvements
$1,138,879,910
$321,884,219
Economic 8 Rannvg Syafemma. Inc. IN2412005 P.i95000a1f5"WT PA40doI DUECak-102405
Table 5
RTIF Capital Projects
San Joaquin RTIF Nexus Study; EPS #15040
ID# Project Project Description
PublicTransit
118 Bus Rapid Transit (BRT) Regionallinter-Regional BRT system
119 Regional Busses Purchase of buses for service expansion (Intercity/Interregional)
120 Altamont Commuter Express (ACE) Acquisition of ACE Corridor between Lathmp and Niles Junction
Total PublicTransit
TOTAL ALL PROJECTS
(1) Project delivery is contingent on the results of a feasibility study and pending analysis of the region's expressway needs.
(2) Represent all projects in the RTIF network. All projects are selected based on inclusion Criteria.
(3) Represents RTIFprojedsrcasts used In establish nexus.
H
00
RTIFMaster Nexus Project
Project Costs (2) Costs (3)
$100,412,410 $19,931,535
$10,000,000 52,100,000
545,000,000 $6,950,000
$155,412.410 $28,981,535
$5,438,212,320 $560,818,424
Swrwmc 6 Plarmfog Sy lam, Mc. IMN2O05
P.11500thti504ORTlllModeADilECek_f02445
IV. RTIF MODEL AND FEE CALCULATION
This chapter describes the modeling techniques used to identify eligible transportation
projects and calculate the fee for the = program. The fee is based on the RTIF capital
project list costs attributable to new growth within the San Joaquin Region divided by
projected development by land use category in the region.
TRANSPORTATION MODEL
This Technical Report relies on the SJCOGtravel demand model, a regional model used
to conduct long-range planning and assess transportation impacts of major development
projects in the County. The model has recently been updated, and was used in
preparing the 2030 RTP. Therefore, the model is the best tool available for conducting a
project such as the RTIF Report. The SJCOGmodel contains land use estimates for the
year 2005, and projections for the year 2030. Both the 2005 and 2030 models were used
in the RTIF Report.
EXISTING DEFICIENCIES
As noted in Chapter 111, the RTIF program excludes the proportion of a project cost that
are attributable in whole or in part to correct "existing deficiencies" or pre-existing
problems in the regional transportation system. Consequently, the transportation model
was used to identify existing deficiencies in the RTIF Network. Specifically, the 2005
model was applied, and the Level of Service (LOS) of each facility in the network was
assessed. Traffic volume thresholds for LOS calculationpurposes were provided by
SJCOG staff. These thresholds were based on the standard highway capacity tables
prepared by the Florida Department of Transportation, and have been used in the
preparation of the 2030 SJCOGRTP and other regional planning documents.
The operational standard for roads in the San Joaquin Region is LOS D. Therefore, all
facilities that were estimated to operate at LOS E or F during the AM peak hour in the
2005 model were designated as having existing deficiencies. Any improvements
designed to correct the deficiencies in the RTIF Network have been adjusted to exclude
the portion that is attributable to existing deficiencies.
Because of limitations in the analytical methods available, no existing deficiency analysis
was conducted for interchange; rather, it was assumed that these improvements were to
be supported entirely by new development.
TRAFFIC CONTRIBUTION
The total amount of traffic on each facility is broken down into two components: the
traffic coming from or going to areas inside the San Joaquin Region (called "Internal
Trips") and the traffic coming from or going to areas outside the Region (called
19 R\15000sV5040RTMRtportlnexiusstdyflnW102405.dut
Draft Technical Report
San Joaquin Regional Transportation Impact Fee
October 24, 2005
'External Trips"). These External Trips are not the responsibility of the new
development within San Joaquin Region, and thus need to be excluded from the fee
calculation. This analysis was done on the basis of trip ends; therefore, the so-calledI-X
and X -I trips (tripsthat have one end in the region and one end outside the region) were
considered to be one-half attributable to Internal Trips, and one-half attributable to
External Trips.
The difference in total traffic volume on each project between 2005 and 2030 was
calculated, and became the denominator of the traffic contribution ratio. The difference
in volume associated with each of the categories described above was also calculated,
and these became the numerators of the calculation. For example, if total traffic on a
particular facility increased by 1,000 vehicles between 2005 and 2030, and if the traffic
attributable to the San Joaquin Region area increased by 200 vehicles, then the percent
contribution to that facility within the region would be 200/1,000 or 20 percent. The
remaining 80 percent of the growth in traffic would be similarly calculated from the
External Trips.
The trip distribution between inside and outside of the San Joaquin Region for all the
RTIF projects is shown in Table 6. The values in Internal and External Trips should sum
to 1.0, or 100 percent, for each RTIF project. With the External Trips screened out, Table
7 also shows the net RTIF project costs by multiplying the Internal Trips factors by the
total project costs.
PUBLIC TRANSIT CONTRIBUTION
The total share of the public transit costs is determined by new development within the
San Joaquin Region. Specifically, the total public transit share is calculated by
multiplying the incremental DUE growth as a percent of the total DUE in 2030. Between
2005 and 2030, the DUE in the San Joaquin Region is estimated to increase by 163,319, as
illustrated in Table 4. The new growth would contribute approximately 30 percent of
the total DUE in 2030. As shown in Table 6, $8.7 million of the public transit costs is
supported by the F= program.
MAXIMUM FEE CALCULATION
The maximum fee calculation is based on the net RTIF capital project costs attributable
to the Internal Trips throughout the region divided by the projected number of new
housing units, retail and commercial/industrial square feet developed in the County
through year 2030. Specifically, the net RTIF capital project cost is divided by the total
DUE growth, as calculated in Table 4, to obtain total cost per DUE for the San Joaquin
Region as a whole.
20 P:115000s1I5040RTIF1Report lnexusstdyfrnat102".dne
Draft TechnicalReport
San Joaquin Regional Transportation Impact Fee
October 24, 2005
A summary of the RTIF per DUE by project and for the San Joaquin Region as a whole is
provided in Table 7. The actual fees by land use category are derived based on the DUE
factors shown in Table 3 (total fee per DUE multiplied by the DUE factor by land use
category).
21 P: U5000s1I5040RTIF%ReportlnexusstdyfrnatI024W.doc
Table 6
RTIF Trip Distribution and Net Project Costs
San Joaquin RTIF Nexus Study; EPS#15040
ID# Project
Trip Distribution Net Nexus
Internal Trips External Trips Project Costs
Mainline Highway Projections
1
SR -99
48.3%
51.7%
2
SR -99
31.3%
68.7%
3
15
54.1%
45.9%
4
1-5
59.9%
40.1%
5
15
61.3%
38.7%
6
1-205
46.4%
53.6%
7
SR -4 Extension
43.5%
56.5%
8
SR -99 Widening
54.1%
45.9%
9
SR -99
57.8%
42.2%
10
SR -99
48.3%
51.7%
11
SR -99 Widening
42.6%
57.4%
12
15
47.2%
52.8%
13
SR -99 Widening
54.8%
45.2%
14
SR -4 Crosstown Widening
60.0%
40.0%
15
SR -26 Widening
60.7%
39.3%
16
SR -4 Widening
48.6%
51.4%
17
SR 99 @ Crosstown Freeway
62.5%
37.5%
18
1-515R 4 @ Crosstown Freeway
65.5%
34.5%
19
1-51SR-120
33.2%
66.8%
20
SR -120
29.1%
70.9%
21
SR -12
78.7%
21.3%
22
SR -99
41.3%
58.7%
23
SR -99
48.0%
52.0%
24
15
45.2%
54.8%
25
15Widening
58.1%
41.9%
26
SR -12 @ 15
46.1%
53.9%
27
SR -99@ SR -88
65.8%
34.2%
28
SR -99 @ SR -26
69.1%
30.9%
29
SR -26
57.0%
43.0%
30
SR -120 West of Escalon
30.6%
69.4%
31
SR -120 East of Escalon
26.7%
73.3%
32
SR -88
45.5%
54.5%
$7,708,140
$2,204,480
$24,774,760
Interchange Modifications, Reconstructions, and Improvements
33
15 @ Lathrop Road
70.5%
29.5%
$2,788,980
34
1-205@ Paradise/Chrisman
62.3%
37.7%
$12,958,400
35
SR -99 @ SR -12 (Kettleman Lane)
86.0%
14.0%
$3,956,000
36
SR -99 @ Harney Lane
86.9%
13.1%
37
SR -99 @ North Main
82.5%
17.5%
38
SR -99 @Austin Road
67.7%
32.3%
$4,671,300
39
SR -120 @ McKinley
77.5%
22.5%
$5,026,650
40
SR -99@ Olive Rd.
40.2%
59.8%
$6,335,520
41
SR -99 @ Eight Mile Road
64.2%
35.8%
$5,333,479
42
SR -99 @ March Lane/Wilson
73.0%
27.0%
$16,790,000
43
15 @ Arch Sperry/French Camp
56.8%
43.2%
$4,572,400
44
SR -99 @ French Camp Road
48.7%
51.3%
45
SR -99 @ Arch Sperry Road
57.5%
42.5%
Economic 6Planning Systems, Inc. 1012412005 22 P;1i5000A15040R7iAModeADUECatc-102405
Table 6
RTIF Trip Distribution and Net Project Costs
San Joaquin RTIF Nexus Study; EPS#15040
ID# Project
Trip Distribution Net Nexus
Internal Trips External Trips Project Costs
46
SR -99 @ Armstrong Road
89.2%
10.8%
47
1-5 @ New Road A (N. Gateway)
97.6%
2.4%
48
SR -99 @ New Road A (N. Gateway)
71.5%
28.5%
49
SR -99 @ Marada Lane
65.4%
34.6%
50
15@ Eight Mile Road
67.2%
32.8%
51
1-5@ Otto Drive
65.9%
34.1%
52
1-5@ Hammer Lane
91.1%
8.9%
53
SR -99 @ Mariposa Road
59.3%
40.7%
54
SR -99 @ New Road
60.8%
39.2%
55
15 @ Matthews Road
72.5%
27.5%
56
1-6@ Roth Road
70.2%
29.8%
57
SR -132 @ 15 and Bird Road
44.7%
55.3%
58
1-580 @ Lammers Road
50.5%
49.5%
59
1-580 @ Coral Hollow Road
36.5%
63.5%
60
1-205 @ Lammers Road
58.5%
41.5%
61
1-205@ Grantline Road
70.8%
29.2%
Regional Roadway Improvements
62
Lower Sacramento Road
83.2%
16.8%
63
Lower Sacramento Road
93.8%
6.2%
64
Eight Mile Rd.
69.5%
30.5%
65
PacificAvenue
95.2%
4.8%
66
March Lane
93.2%
6.8%
67
March Lane
85.0%
15.0%
68
West Lane
96.1%
3.9%
69
West Lane
98.8%
1.2%
70
West Lane
94.9%
5.1%
71
West Lane/Airport Way
93.4%
6.6%
72
Airport Way
85.0%
15.0%
73
Airport Way
79.3%
20.7%
74
New Road A
67.9%
32.1%
75
Thomton Road
77.8%
22.2%
76
Aksland Avenue
87.0%
13.0%
77
Ryde Avenue Bridge
96.4%
3.6%
78
Mariposa Road
57.3%
42.7%
79
Austin Road
53.7%
46.3%
80
Austin Road
68.6%
31.4%
81
Austin Road
62.4%
37.6%
82
Austin Road
65.0%
35.0%
83
Arch -Spew Rd.
61.4%
38.6%
84
Arch -Spew Rd.
63.3%
36.7%
85
Arch -Sperry Rd.
64.0%
36.0%
86
French Camp Road
45.7%
54.3%
87
Harney Ln.
89.9%
10.1%
88
Jack Tone Rd.
55.3%
44.7%
89
Liberty Road
17.5%
82.5%
90
Peltier Road
39.2%
60.8%
91
Peltier Road
38.8%
61.2%
$654,000
$2,627,520
$6,365,940
$9,847,910
$5,455,600
$7,400,250
$4,885,200
$4.160,000
$7,992,500
$6,568,800
$7,606,984
$4,250,000
$9,398,580
$43,145,565
$31,687,110
$52,229,280
$10,569,750
$12,656,280
$3,578,800
$2,610,000
$9,179,300
$14,302,635
$3,641,600
$2,532,933
$3,434,130
Economic 6 Planning Systems, fnc. 1012412005 23 P115000 l5040RTIFiMode&DUECa1c 102405
Table 6
RTIF Trip Distributionand Net Project Costs
San J o a q u i n RTIF Nexus Study; EPS #15040
ID#
Project
Trip Distribution
internal Trips External Trips
Net Nexus
Project Costs
92
Elliott Road
52.2%
47.8%
93
Yosemite Ave
29.3%
70.7%
94
Mariposa Road
53.4%
46.6%
95
Mariposa Road
49.6%
50.4%
96
French Camp Road
52.1%
47.9%
97
Tracy Boulevard
47.0%
53.0%
98
Howard Road
55.5%
44.5%
99
Airport Way
80.6%
19.4%
$1,722,736
100
Escalon-Belota Road
37.1%
62.9%
$563,701
101
Airport Way
81.5%
18.5%
$763,972
102
Airport Way
85.1%
14.9%
$3,581,944
103
Lathrop Rd.
66.0%
34.0%
104
Golden Valley Parkway
68.7%
31.3%
$28,105,239
105
Lathrop Rd.
69.0%
31.0%
106
Corral Hollow Road
74.1%
25.9%
107
Lammers Road
59.3%
40.7%
108
Linne Road
67.5%
32.5%
$1,913,645
109
McHenry @ Ullrey Intersection
62.7%
37.3%
$312.998
110
CampbellAvenue
51.7%
48.3%
$650.128
111
CampbellAvenue
59.2%
40.8%
112
Brennan Road
37.6%
62.4%
113
Miller Road
50.1%
49.9%
114
South Arterial #1
52.4%
47.6%
115
Jones Road
52.4%
47.6%
116
River Road Plus Extension
14.9%
65.1%
117
West Ripon Road (1)
68.2%
31.8%
Public Transit (2)
118
Bus Rapid Transit (BRT)
nla
n/a
$5,993,758
119
Regional Busses
n/a
nla
$631,506
120
Altamont Commuter Express (ACE)
n/a
nla
$2,089,985
Total $410,230,388
(1) Project delivery is contingent on the results of a feasibility study and pending analysis of the region's expressway
needs.
(2) All public transit costs based on the incremental DUE growth as 30% of the total DUE in 2030.
Eoonomk & Planning Systems, Inc. 90124/2005 24 P.AI5000s115040RTlAModeADUECak_102405
Table 7
RTIF Fee Calculation
San Joaquin RTIF Nexus Study; EPS #15440
ID# Project Cost Per DUE (1)
Mainline Highway Projections
1
SR -99
2
SR -99
3
15
4
15
on
5
15
Camp
6
1-205
ad
7
SR -4 Extension
$47.20
8
SR -99 Widening
9
SR -99
10
SR -99
11
SR -99 Widening
12
15
13
SR -99 Widening
14
SR -4 Crosstown Widening
15
SR -26 Widening
16
SR -4 Widening
17
SR 99 @ Crosstown Freeway
18
1-5R 4 @ Crosstown Freeway
19
1-51SR-120
$13.50
20
SR -120
21
SR -12
5151.70
22
SR -99
23
SR -99
24
15
25
15 Widening
26
SR -12@ 15
27
SR -99 @ SR -88
26
SR -99 @ SR -26
29
SR -26
30
SR -120 West of Escalon
-
31
SR -120 East of Escalon
32
SR -88
Interchange Modifications, Reconstructions, and Improvements
33
1-5@ Lathrop Road
517.08
34
1-2059 ParadiselChrisman
$79.34
35
SR -99 @ SR -12 (Kettleman Lane)
$24.22
36 SR -99 @ Harney Lane
37 SR-99INorth Main
38 SR-99Austin Road
39 SR -120@ McKinley
40 SR -99 @ Olive Rd.
41 SR -99 @ Eight Mile Road
42 SR -99 @ March LanelWils
43 15 @Arch SperrylFrench
44 SR -99 @ French Camp Ro
45 SR -99 @Arch Sperry Roa
46 SR -99 @ Armstrong Road
Economic 6 Planning Systems, Inc./0/2412045
25 P1i500osXI&WORTIAModoWUECak_1D2405
$28.60
$30.78
538.79
532.66
on
$102.81
Camp
$28.00
ad
d
25 P1i500osXI&WORTIAModoWUECak_1D2405
Table 7
RTIF Fee Calculation
San Joaquin RTIF Nexus Study; EPS #15040
ID# Project
Cost Per DUE 4C 1
47
15 @ New Road A (N. Gateway)
48
SR -99 @ New Road A (N. Gateway)
49
SR -99 @ Marada Lane
$4.00
50
15 @ Eight Mile Road
$16.09
51
1-5@ Ctb Drive
$38.98
52
15@ Hammer Lane
$60.30
53
SR -99 @ Mariposa Road
$33.40
54
SR -99 @ New Road
55
1-5@ Matthews Road
56
15 @ Roth Road
57
SR -132@ 15 and Bird Road
58
1-580 @ Lammers Road
59
1-580 @ Coral Hollow Road
60
1-205 @ Lammers Road
$45.31
61
1-205 @ Grantline Road
$29.91
Regional
Roadway Improvements
62
Lower Sacramento Road
$25.47
63
Lower Sacramento Road
64
Eight Mile Rd.
$48.94
65
PacificAvenue
$40.22
66
MarchLane
$46.58
67
MarchLane
$28.02
68
West Lane
$57.55
69
West Lane
$264.18
70
West Lane
$194.02
71
West Lane/Airport Way
$319.80
72
Airport Way
$64.72
73
Airport Way
$77.49
74
New Road A
75
Thornton Road
$21.91
76
Aksland Avenue
$15.98
77
Ryde Avenue Bridge
78
Mariposa Road
79
Austin Road
80
Austin Road
81
Austin Road
82
Austin Road
83
Arch -Sperry Rd.
$56.20
84
Arch -Sperry Rd.
$87.57
85
Arch -Sperry Rd.
$22.30
86
French Camp Road
87
Harney Ln.
$15.51
88
Jack Tone Rd.
$21.03
89
Liberty Road
90
Peltier Road
91
Peltier Road
92
Elliott Road
93
Yosemite Ave
Economic & Planning Systems, Inc. 1012412005 26 P.' lWWs415040R7AModeADUECaIc 102405
Table 7
RTIF Fee Calculation
San Joaquin RTIF Nexus Study; EPS #15040
ID# Project
Cost Per DUE (1)
94 Mariposa Road
95 Mariposa Road
96 French Camp Road
97 Tracy Boulevard
98 Howard Road
99 Airportway
$10.55
100 Escalon-Belota Road
$3.45
101 Airportway
$4.68
102 Airportway
$21.93
103 Lathrop Rd.
104 Golden Valley Parkway
$172.09
105 Lathrop Rd.
106 Corral Hollow Road
107 Lammers Road
108 Linne Road
$11.72
109 McHenry @ Ullrey Intersection
$1.92
110 Campbell Avenue
$3.98
111 CampbellAvenue
112 Brennan Road
113 Miller Road
-
114 South Arterial #1
'
115 Jones Road
116 River Road Plus Extension
117 West Ripon Road (2)
Public Transit
118 Bus Rapid Transit (BRT) $36.70
119 Regional Busses $3.87
120 Altamont Commuter Express (ACE) $12.80
Total $2,511.84
(1) Net RTIF project cost divided by total DUE of 163,319
(2) Project delivery is contingent on the results of a feasibility study and pending analysis of the region's
expressway needs.
Economic 6Pfanning Systems. Inc. 101242005 27 P.1f5OOMl504OR77AModeADUECaAc 102405
t--mon c
j - —
REGIONAL TRANSPORTATION
IMPACT FEE
s
Lodi
4
O erat s - ry reement
Lath rodjr
. PdIal7teCr�
f i li w PIpoll
Tracy
October 27, 2005
SAN JOAQUIN COUNTY
REGIONAL TRANSPORTATION IMPACT FEE PROGRAM
OPERATING AGREEMENT
THIS REGIONAL TRANSPORTATION IMPACT FEE PROGRAM OPERATING
AGREEMENT ("Agreement") dated as of the Effective Date is made by and between the San
Joaquin Council of Governments ("SJCOG"), and the following eight public agencies located
within San Joaquin County (collectively the "Participating Agencies"), including, the County of
San Joaquin ("County"), the City of Escalon ("Escalon"), the City of Manteca ("Manteca"), the
City of Lathrop ("Lathrop"), the City of Lodi ("Lodi") the City of Ripon ("Ripon") the City of
Stockton ("Stockton"), and the City of Tracy ("Tracy") (the identified cities are hereinafter
collectively the "Cities").
RECITALS
WHEREAS, SJCOG has the responsibility as the region's designated Metropolitan Planning
Organization and through its powers as specified in its joint powers agreement to maintain and
improve the Regional Transportation Network, and
WHEREAS, the Participating Agencies and SJCOG find that future development within the
County of San Joaquin will result in traffic volumes in excess of capacity on a regional system of
highways, interchanges, and local roadways; and,
WHEREAS, the Participating Agencies and SJCOG find that failure to expand the capacity of
the existing circulation system will cause unacceptable levels of congestion on the Regional
Transportation Network; and,
WHEREAS, the Participating Agencies and SJCOG find that existing and future sources of
revenue are inadequate to fund substantial portions of the Regional Transportation Network
improvements needed to avoid unacceptable levels of congestion and related adverse impacts;
and,
WHEREAS, SJCOG, following extensive analysis and consultations with the Participating
Agencies and other stakeholders, has prepared a Regional Transportation Impact Program Fee
Technical Report ("RTIF Technical Report") that establishes a nexus between new development
and its impacts (increased travel demand, reductions in service levels, and the need for capital
improvements) upon the Regional Transportation Network; and,
WHEREAS, the Participating Agencies and SJCOG find and declare that the RTIF Technical
Report has determined the extent to which new development of land will generate traffic
volumes impacting the Regional Transportation Network and have determined that the Regional
Transportation Impact Fee Program ("RTIF Program") establishes a fair and equitable method to
fund costs of transportation improvements necessary to accommodate the traffic volumes
generated by future development of land within each City and the County; and,
356601-10
October 27, 2005
RTIF Operating Agreement
WHEREAS, the Participating Agencies and SJCOG find and declare that the RTIF Program is
necessary to help mitigate the impact of new development on the Regional Transportation
Network and along with other transportation funding mechanisms, in providing for the
construction of improvements to accommodate traffic generated by land development; and,
WHEREAS, the Participating Agencies and SJCOG have determined that it is in their best
interest to join together to administer the funds provided by the RTIF Program and to authorize
SJCOG to manage the RTIF Program for the San Joaquin County region; and,
WHEREAS, the Participating Agencies and SJCOG find and declare that in order to serve the
purposes described herein, additional funding, other than that received from the RTIF Program is
necessary and must be obtained and each party agrees to cooperate in obtaining additional
funding; and,
WHEREAS, the Participating Agencies and SJCOG find and declare SJCOG prepared, adopted
and certified in July 2004 a Final Program Environmental Impact Report (`BIR") for the 2004
Regional Transportation Plan, State Clearing House number 2003082053, and the RTIF Program
is hereby adopted in reliance on and consistent with this previously prepared, approved and
certified EIR.
WHEREAS, the Participating Agencies have adopted or will adopt a Regional Transportation
Impact Program Fee ("RTIF Program Fee" or "RTIF Fee") pursuant to their authority to protect
the public health, safety, and welfare consistent with the provisions of California Government
Code Section 66000 et seq.; and,
WHEREAS, the integrity and success of the RTIF Program is dependent upon all Participating
Agencies and SJCOG working cooperatively with each other in order to fulfill their obligations
faithfully and promptly; and,
WHEREAS, funds collected pursuant to the Participating Agencies' ordinances and/or
resolutions adopting the RTIF Program are to be held and expended by the Participating
Agencies and SJCOG as specified herein.
AGREEMENT
Now, therefore, in consideration of the mutual promises and undertakings herein made
and the mutual benefits to be derived therefrom, the parties hereto represent, covenant and agree
as follows:
SECTION 1. PURPOSE
1.1. The RTIF Program requires management procedures that assure that the objective of
the RTIF Program is achieved. Specifically, the RTIF Program objective is to obtain funding
from development projects that have an impact upon the Regional Transportation Network and
to integrate these funds with federal, State, and other local funding to fund transportation
improvements identified in the RTIF Program. While the RTIF Program and the RTIF Program
356601-10 2
October 27, 2005
RTIF Operating Agreement
Fee will be imposed and collected by the Participating Agencies, the RTIF Program will be
managed for the benefit of the entire County region.
1.2. This Agreement defines the terms of the required management procedures for
Participating Agencies and SJCOG including specifications regarding levy and collection,
administration, project selection, fund management, appropriation of fee funds, and ongoing
technical review and updating.
SECTION 2. DEFINITIONS
2.1. "Development Project" or "Project" means any project undertaken for the purpose of
development including the issuance of a permit for construction or reconstruction, but not a
permit to operate.
2.2. "Industrial Project" means any Development Project that proposes manufacturing,
transportation, logistics or warehousing as identified in the RTIF Land Use Fee Category
Summary which is attached as Exhibit "A" hereto and incorporated herein by reference.
2.3. "Measure K" means the San Joaquin County Transportation Authority Local
Transportation Improvement Plan: Air Quality, Mandatory Developer Fees and Growth
Management Ordinance which establishes and implements a retail transactions and use tax, as
may be extended from time to time.
2.4. "Multi -Family Residential Unit" means a Development Project that uses a single
parcel for two or more dwelling units within one or more buildings, including duplexes,
townhouses, condominiums, and apartments as identified in the RTIF Land Use Fee Category
Summary which is attached as Exhibit "A" hereto and incorporated herein by reference.
2.5. "Office Project" means any Development Project that involves business activities
associated with professional or administrative services, and typically consists of corporate
offices, financial institutions, legal and medical offices, personal and laundry services, or similar
uses, and religious centers as identified in the RTIF Land Use Fee Category Summary which is
attached as Exhibit "A" hereto and incorporated herein by reference.
2.6. "Participating Agencies" means the County of San Joaquin and each of the cities
situated in San Joaquin County if such agencies have (1) adopted the RTIF Program Fee by
ordinance and/or resolution and (2) entered into this Agreement.
2.7. "Regional Transportation Impact Fee Program" or "RTIF Program" is the regional
program established by this Agreement by the Participating Agencies and SJCOG to impose,
collect and distribute a RTIF Fee to assist in the funding of transportation improvements to the
Regional Transportation Network.
2.8. "Regional Transportation Impact Program Fee" or "RTIF Program Fee" or "RTIF
Fee" means the fee established by each Participating Agency consistent with this Agreement to
implement the RTIF Program.
356601-10 3
October 27, 2005
RTIF Operating Agreement
2.9. "Regional Transportation Network" means the regional network of highways and
arterials as identified in the RTIF Technical Report and which may be amended from time to
time by SJCOG.
2.10. "RTIF Capital Projects" or "Capital Projects" or "RTIF Project List" is the RTIF
Program improvements and projects as identified in the RTIF Technical Report and which may
be amended from time to time by SJCOG's adoption and amendment of a "RTIF Capital Projects
Report."
2.11. "RTIF Capital Projects Report" means the report adopted by SJCOG annually
which identifies the RTIF Capital Projects as amended from time to time consistent with Section
9 of this Agreement.
2.12. "RTIF Technical Report" means the San Joaquin County Regional Transportation
Impact Fee RTIF Technical Report dated XXXXX, and prepared pursuant to California
Government Code, Section 66000 et seq., the Mitigation Fee Act.
2.13. "Residential Dwelling Unit" means a building or portion thereof which is designed
primarily for residential occupancy by one family including single-family and multi -family
dwellings. "Residential Dwelling Unit" shall not include hotels or motels.
2.14. "Retail Project" means any Development Project that retailing merchandise,
generally without transformation, and rendering services incidental to the sale of merchandise at
a fixed point of sale as identified in the RTIF Land Use Fee Category Summary which is
attached as Exhibit "A" hereto and incorporated herein by reference.
2.15. "Single -Family Residential Unit" means the use of a parcel for only one residential
dwelling unit as identified in the RTIF Land Use Fee Category Summary which is attached as
Exhibit "A" hereto and incorporated herein by reference.
SECTION 3. FEE RATE
3.1. Establishing RTIF Program Fee. Within ninety (90) days of entering into this
Agreement, each Participating Agency shall adopt a RTIF Program Fee in an amount equal to the
following fees for each identified land use category consistent with the fee schedule adopted by
the SJCOG on October 27, 2005.
RESIDENTIAL NON — RESIDENTIAL
Single Family Multi -Family Retail Office Industrial
$2,500.00 $1,500.00 $1.00 $1.25 $0.75
DUE DUE Square Foot Square Foot Square Foot
3.2. Annual Adjustment. The RTIF Program Fee described in section 3.1 above shall be
automatically adjusted by each Participating Agency on an annual basis at the beginning of each
fiscal year (July 1) based on the Engineering News Record California Construction Cost Index.
356601-10 4
October 27, 2005
RTIF Operating Agreement
SECTION 4. COLLECTION OF RTIF PROGRAM FEES
4.1. Payment of RTIF Program Fees. Payment of the RTIF Program Fees shall be as
follows:
(a). The RTIF Program Fees shall be paid at the time of issuance of a building
permit for the Development Project, or as otherwise required or permitted pursuant to
Government Code section 66007.
(b). The amount of the RTIF Program Fees shall be the fee amounts in effect at
the time of payment.
(c). RTIF Program Fees shall not be waived.
4.2. Payment by all Development Projects. Except as otherwise expressly provided by
this Agreement, the RTIF Program Fee imposed by all Participating Agencies shall be payable
by (1) all Development Projects within the jurisdiction of the Participating Agency for which
building permits or other entitlements for Development Projects are issued on or after the
effective date of the adoption of the RTIF Program Fee by the Participating Agency, and (2) all
Development Projects within the Participating Agency for which building permits or other
entitlements for Development Projects were issued prior to the effective date of the adoption of
the RTIF Program Fee by the Participating Agency and which permits or entitlements were
issued subject to a condition requiring the developer to pay a RTIF Program Fee to be imposed
upon such Development Project within the jurisdiction of the Participating Agency.
4.3. Exemptions from the RTIF Program Fee. The following Development Projects shall
not be subject to the RTIF Program Fee:
(a). The rehabilitation and/or reconstruction of any legal, residential structure
and/or the replacement of a previously existing legal dwelling unit, including an
expansion of an existing dwelling unit that does not create an additional dwelling unit.
(b). The rehabilitation and/or reconstruction of any non-residential structure
where there is no net increase in square footage. Any increase in square footage shall pay
the established applicable fee rate for that portion of square footage that is new.
(c). Development Projects for which an application for a vesting tentative map
authorized by Government Code Section 66498.1 was deemed complete on or prior to the
effective date of the adoption of the RTIF Program Fee by the Participating Agency.
(d). Development Projects which are the subject of a development agreement
entered into pursuant to Government Code section 65864 et seq. prior to the effective
date of the adoption of the RTIF Program Fee by the Participating Agency, wherein the
imposition of new fees are expressly prohibited by the development agreement, provided,
however, that if the term of such a development agreement is extended after the effective
date of the adoption of the RTIF Program Fee, the RTIF Program Fee shall be imposed.
4.4. Future Development Agreements. All future development agreements entered into
by the Participating Agencies shall require the full payment of the RTIF Program Fee.
356601-10 5
October 27, 2005
RTIF Operating Agreement
4.5. Payments for non-residential projects. For non-residential projects the amount of the
fee imposed on the entire Development Project shall be determined based upon (1) the gross
floor area and (2) the predominant use of the building or structure as identified in the building
permit.
4.6. Payment for mixed use projects. For mixed land use projects, which are projects that
have both residential and non-residential uses, the amount of the fee imposed on the entire
Development Project shall be proportionally determined based on the following:
(a) The fee associated with the type of residence; and,
(b) The predominant use of the non-residential portion of the project.
4.7. Previously Paid RTIF Program Fees. In the event that RTIF Program Fees have
previously been paid for an existing building which is a new Development Project with a new or
different RTIF Fee category, the previously paid RTIF Program Fees for that existing building
shall be credited against the amount of the RTIF Program Fee attributable to the new
Development Project, up to the amount of the previously paid RTIF Program Fee. A rebate will
not be granted if the change in land use represents a lower fee.
SECTION 5. DISTRIBUTION OF RTIF PROGRAM FEES
5.1. Purpose of RTIF Program Fees. Except as otherwise provided in this Agreement, all
RTIF Program Fees received by each Participating Agency or SJCOG shall be used solely for the
purpose of funding Regional Transportation Network projects as specified in the RTIF Technical
Report and which are included within the RTIF Capital Projects Report. Each Participating
Agency and SJCOG may spend RTIF Program Fees held by that entity on RTIF Capital Projects
at the discretion of that entity.
5.2. Distribution of Fee Revenue. All fees collected by each Participating Agency
pursuant to the RTIF Program Fee shall be distributed as follows:
(a). Ten (10) percent of the amounts collected by the Cities shall be paid directly
to the County on a quarterly basis for the purpose of funding RTIF Capital Projects
within the County of San Joaquin.
(b). Ten (10) percent of the amounts collected by each Participating Agency shall
be paid directly to SJCOG on a quarterly basis for the purposes of funding state highway
improvements on the RTIF Project List.
(c). Five (5) percent of the amounts collected by each Participating Agency shall
be paid directly to SJCOG on a quarterly basis for the purposes of funding transit
improvements on the RTIF Project List.
(d). Seventy Five (75) percent of the amounts collected by each city shall be
retained by each city collecting such funds for the purposes of funding RTIF Capital
Projects, and Eighty Five (85) percent of the amounts collected by the County shall be
retained by the County for the purposes of funding RTIF Capital Projects. In the event a
356601-10 6
October 27, 2005
RTIF Operating Agreement
Participating Agency determines it does not want to retain or manage this portion of the
RTIF Program Fees, the Participating Agency may provide this portion of the RTIF
Program Fees to SJCOG for administration to assist with the construction of Capital
Projects on behalf of the Participating Agency.
SECTION 6. ADMINISTRATIVE COSTS
6.1. Participating_ Agency Administrative Costs. The amount of RTIF Program Fee
funds that are permitted to be used by each Participating Agency to cover ongoing administrative
costs of implementing the RTIF Program shall be limited to up to two (2) percent of the first one
million dollars ($1,000,000) retained each year by each City pursuant to subdivision (d) of
section 5.2 of this agreement or received each year by the County pursuant to subdivisions (a)
and (d) of section 5.2 of this Agreement. In addition, each Participating Agency may use up to
one (1) percent of the amounts retained or received each year in excess of the initial one million
dollars ($1,000,000).
6.2. SJCOG Administrative Costs. The amount of RTIF Program Fee funds permitted to
be used by SJCOG to cover ongoing administrative costs of implementing the RTIF Program
shall be limited to up to two percent (2%) of the first one million dollars ($1,000,000) received
each year by SJCOG pursuant to subdivision (b) and (c) of section 5.2 of this agreement and up
to one percent (I%) of the amounts received each year in excess of the initial one million dollars
($1,000,000).
6.3. Initial Third Party Costs. Each Participating Agency and SJCOG shall be
responsible for paying third parry costs incurred by SJCOG to establish the RTIF Program,
including, but not limited to, the preparation of the RTIF Technical Report, the Capital Projects
Report, and the RTIF Program documents. The amount of third parry costs each Participating
Agency and SJCOG shall pay is to be based on the percentage of the total County -wide RTIF
Program Fees retained by each Participating Agency and SJCOG pursuant to section 5.2 of this
Agreement. The amount payable to SJCOG by each Participating Agency and SJCOG shall be
calculated by SJCOG based on actual RTIF Program Fees collected by each Participating
Agency and SJCOG six (6) months from the Effective Date of this Agreement. The payments to
SJCOG pursuant to this section 6.3 shall be made within one (1) year of the Effective Date of
this Agreement. Payments for the initial third party costs shall not be considered administrative
costs and shall not be subject to the limitations provided in sections 6.1 and 6.2 of this
Agreement.
6.4. On-going Third Pa . Costs. On-going third parry costs approved by the SJCOG
Board of Directors to regionally implement the RTIF Program will be paid to SJCOG by each
Participating Agency and SJCOG on a semiannual basis. The amount of on-going third party
costs each Participating Agency and SJCOG shall pay is based on percentage of the total
County -wide RTIF Program Fees retained by each Participating Agency and SJCOG pursuant to
section 5.2 of this Agreement. These payments for the on-going third party costs shall not be
considered administrative costs and shall not be subject to the limitations provided in sections
6.1 and 6.2 of this Agreement.
356601-10 7
October 27, 2005
RTIF Operating Agreement
6.5. Legal Challenges. In the event that any Participating Agency and/or SJCOG is
subject to a legal challenge of the RTIF Program then all Participating Agencies and SJCOG will
be responsible for the costs associated with such legal challenge. At the time of such legal
challenge the Participating Agencies and SJCOG will coordinate the defense of such legal
challenge and the costs incurred for such legal challenge will be the responsibility of the
Participating Agencies and SJCOG based on percentage of the total County -wide RTIF Program
Fees retained by each Participating Agency and SJCOG pursuant to section 5.2 of this
Agreement. For the purposes of this section 6.5, a legal challenge of the RTIF Program is
limited to a challenge to either (a) the legal ability to adopt or impose the RTIF Program; or (b)
the validity of the RTIF Technical Report. This section 6.5. will not apply to any legal challenge
due to the manner of implementation of the RTIF Program that is either unique to a Participating
Agency or that is not consistent with the provisions of this Agreement.
SECTION 7. ADMINISTRATION OF THE RTIF PROGRAM
7.1. RTIF Account or RTIF Funds. All fees collected pursuant to the RTIF Program Fee
by each Participating Agency shall be deposited in a RTIF account or RTIF fund and shall not be
commingled with other funds of the Participating Agency. The contents of this RTIF fund shall
be designated solely for the purpose of contributing to the financing of the RTIF Capital Projects
included in the RTIF Capital Projects Report and for the funding of incidental administrative
costs. Any interest income earned on the RTIF fund shall also be deposited therein and shall
only be expended for the purposes as set forth in this Agreement.
7.2. Prohibition on Interfund Transfers or Loans. Notwithstanding subsection (b)(1)(G)
of section 66006 of the Government Code there shall be no interfund transfer, grant or loan of
the RTIF Program Fees or RTIF fund or RTIF account to other accounts, funds, programs or
fees. However, a Participating Agency may provide loans, grants or transfers of RTIF Program
Fees to other Participating Agencies or SJCOG provided that such funds are consistent with the
RTIF Program and used for the development or construction of RTIF Capital Projects.
7.3. Reporting Requirements. Each Participating Agency and SJCOG shall prepare and
deliver to the Executive Director of SJCOG semiannual reports by February 28 and August 31 of
each year of the status of the RTIF Program and RTIF Program Fees collected by that
Participating Agency or received by SJCOG. These reports, which will be reviewed by the
SJCOG Board of Directors, shall specify the amount of RTIF Program Fee revenue collected and
the corresponding fee generating activity, including, such information as the types of permits
issued by land use category, developer credits and reimbursements granted, RTIF Program
revenue applied to RTIF Capital Projects, and the status of RTIF Program fees forwarded to the
County and SJCOG by the Cities.
7.4. Annual Reports. Each Participating Agency shall prepare an annual report
consistent with the requirements of the Fee Mitigation Act (Gov. Code §§ 66000 et seq.)
regarding the RTIF Program Fees and submit that report to the Executive Director of SJCOG by
November 15 of each year that RTIF Program Fee funds are held by the Participating Agency.
For purposes of preparing the annual reports to satisfy the requirements of the Fee Mitigation
Act, SJCOG and the County shall coordinate with and provide to each Participating Agency in a
timely manner, and no later than October 15 of each year, all necessary information regarding
356601-10 8
October 27, 2005
RTIF Operating Agreement
the RTIF Program funds held by SJCOG and the County that were distributed to the County and
SJCOG from the Participating Agencies pursuant to section 5.2 of this Agreement.
7.5. Annual Audit. The RTIF Program financial activity for each Participating Agency
and SJCOG shall be reviewed annually by March 31 of each year by an independent certified
public accountant selected and retained by SJCOG.
7.6. RTIF Program Administrator. SJCOG is the monitor of the RTIF Program and will
monitor all fee revenue generated pursuant to the RTIF Program as reported by all Participating
Agencies. SJCOG shall prepare an annual report in coordination with each Participating Agency
at the end of each fiscal year, which will be reviewed by the SJCOG Board of Directors.
SECTION 8. PERIODIC REVIEW OF RTIF PROGRAM FEES
8.1. Except as otherwise provided in Section 3.2 of this Agreement, the RTIF Program
Fee shall not be adjusted during the first five years following the Effective Date of this
Agreement. Thereafter, the RTIF Program Fee shall be evaluated, and adjusted accordingly, by
all Participating Agencies and SJCOG every five (5) years to reflect the projected revenues
generated or any other local or new funding sources, and to reflect changes in actual and
estimated costs of the RTIF Capital Projects including, but not limited to, debt service, lease
payments and construction costs. This evaluation shall include the report required by the Fee
Mitigation Act (Gov. Code §§ 66000 et seq.) which includes, but is not limited to, all of the
following information:
(a). Identifies the purpose (project need) to which the fee is to be put;
(b). Demonstrates a reasonable relationship between the fee and the purpose for
which it is charged;
(c). Identifies all sources and amounts of funding anticipated to complete
financing in incomplete improvements;
(d). Commits RTIF Program funds to RTIF Capital Project(s) and indicates that
such funds are expended or reimbursed within the time periods established by the Fee
Mitigation Act requirements; and,
(e). Identifies the RTIF Capital Projects to be constructed, the estimated costs of
the RTIF Capital Projects, the costs to be funded by the RTIF Program Fee revenue, and
the availability or lack thereof of other funds with which to construct the Regional
Transportation Network.
8.2. If the periodic reports prepared pursuant to section 8.1 above demonstrates a need,
the Participating Agencies, in coordination with SJCOG, may consider modifying the RTIF
Program Fee amount to insure that it is a fair and equitable method of distributing the costs of the
improvements necessary to accommodate traffic volumes generated by future growth.
8.3. SJCOG and the County shall coordinate with each Participating Agency in the
preparation of the periodic reports required by Section 8.1 of this Agreement and the Fee
356601-10 9
October 27, 2005
RTIF Operating Agreement
Mitigation Act, and provide any and all information and/or commitments necessary regarding
RTIF Program fees distributed to SJCOG and the County from the Cities. In the event RTIF
Program fees must be refunded pursuant to section 66001 of the Government Code, SJCOG and
the County will provide to each City for refund any proportional share of RTIF Funds that must
be refunded that were distributed to SJCOG and/or the County by each City.
SECTION 9. SJCOG CAPITAL PROJECTS SELECTION.
9.1. RTIF Capital Projects Report. SJCOG will be responsible for establishing and
maintaining the RTIF Project List. From time to time, at the request of a Participating Agency,
and at least annually, SJCOG shall review the RTIF Capital Projects Report to add, modify, or
remove RTIF Capital Projects. Each Participating Agency will have the opportunity to suggest
changes to the Capital Projects within the RTIF Program at this time. SJCOG will make any and
all changes to the Capital Projects Report annually taking into consideration the comments
received from each Participating Agency consistent with the screening criteria contained within
the RTIF Technical Report.
9.2. Project Inclusion Criteria. The technical basis of the RTIF Program is a list of road
improvement projects identified as Capital Projects within the Regional Transportation Network
which are eligible and appropriate for funding from the RTIF Program. The inclusion criteria
used to select the RTIF Capital Projects are as set forth in the RTIF Technical Report. It is the
application of these criteria that assure adherence to the required nexus principles. Modification
to the inclusion criteria will require approval by resolution of all Participating Agencies and an
update of the RTIF Technical Report.
9.3. Selection of New Capital Projects. Any new projects recommended for listing as a
RTIF Capital Project must be modeled and screened consistent with the requirements of the
Mitigation Fee Act (Gov. Code §§ 66000 et seq.) criteria for establishing a rational nexus. In
addition, new projects added to the RTIF Project List must meet all of the following criteria:
9.3.1. Highway, Interchange, and Regional Roadway Improvements
(a) The project is on the adopted Regional Transportation Network;
(b) The project is scheduled for delivery within the time frame evaluated
in the RTIF Technical Report; and,
(c) The project involves a capacity improvement of one or more through
travel or passing lanes, or auxiliary lanes (i.e. turn lanes). This
criterion shall not be applied to interchange improvement projects.
9.3.2. Public Transit Improvements
(a) The project is scheduled for delivery within the time frame evaluated
in the RTIF Technical Report; and,
(b) The project involves an improvement to an existing or a new
service/facility which connects at least two (2) or more cities or
regions.
356601-10 10
October 27, 2005
RTIF Operating Agreement
9.4. Inclusion in Regional Transportation Plan. Prior to receiving any RTIF Program Fee
revenue a project must be identified in the SJCOG Board approved Regional Transportation Plan
(RTP) and the RTIF Project List.
9.5. RTIF Project Management. Each City is responsible for managing and delivering
RTIF interchange and regional roadway projects located within its incorporated boundaries,
except as otherwise specifically agreed to by such city. The County is responsible for managing
and delivering RTIF Projects located within the unincorporated area of the county, except as
otherwise specifically agreed to by the County.
SECTION 10. CREDITS AND REIMBURSEMENTS
10.1. Reimbursements and Credits. In the event that RTIF Capital Projects are
constructed by a developer in excess of the Development Project's RTIF Program Fee obligation
or in lieu of payment of RTIF Program Fees by a developer pursuant to an agreement between
the developer and the Participating Agency, the developer may be reimbursed or credited for
future application for any costs based on the actual costs of construction of the RTIF Capital
Project incurred by the developer in excess of the amount the RTIF Program Fees that apply to
the Development Project. Reimbursements shall be enacted pursuant to an agreement between
the developer and the Participating Agency contingent on payment of funds when available for
reimbursement to the developer. In all cases, however, reimbursements to developers pursuant
to any agreement must be consistent with construction of the transportation improvements as
scheduled in the RTIF Capital Projects Report.
SECTION 11. EXISTING REGIONAL TRANSPORTATION FEES
11.1. Each Participating Agency shall evaluate and adjust, if necessary, its existing local
fee program(s), if any, associated with regional traffic impacts to determine continued
compliance with the Fee Mitigation Act due to the adoption of the RTIF Program.
SECTION 12. WITHDRAWAL
12.1. For reasons pertaining to the lack of direct benefit, a Participating Agency may
elect to withdraw from the RTIF Program upon providing one year written notice to SJCOG and
each Participating Agency. If the Participating Agency has accrued RTIF Program Fee revenue,
all funds plus interest earned shall be expended on RTIF Capital Projects by the Participating
Agency or by any Participating Agency or SJCOG.
SECTION 13. MISCELLANEOUS
13.1. Effective Date. This Agreement shall be effective and all Participating Agencies
and SJCOG shall be authorized to proceed under this Operating Agreement at the date in which
this Agreement has been executed by the San Joaquin County Board of Supervisors, the City
Councils of each of the Cities, and SJCOG.
13.2. Partial Invalidity. If any one or more of the terms or provisions of this Agreement
shall be adjudged invalid, unenforceable, void or voidable by a court of competent jurisdiction,
356601-10 11
October 27, 2005
RTIF Operating Agreement
each and all of the remaining terms and provisions of this Agreement shall not be affected
thereby and shall be valid and enforceable to the fullest extent permitted by law.
13.3. Amendments. Any amendments to this Agreement shall be made by the SJCOG
and all Participating Agencies.
13.4. Enforcement. It shall be the responsibility of the Participating Agencies and
SJCOG to adopt, implement, and maintain the RTIF Program consistent with the terms of this
Agreement.
13.5. Execution. The Board of Supervisors of the County of San Joaquin, the City
Councils of the Cities, and the Board of Directors of SJCOG have each authorized execution of
this Agreement as evidence by the authorized signatures below.
13.6. Counterparts. This Agreement may be executed in one or more counterparts, each
of which shall be deemed an original, but all of which, together, shall constitute one and the
same instrument.
PARTY DATE OF APPROVAL
Board of Supervisors, County of San
Joaquin
By
Chair Date
Attest:
Clerk of the Board
City Council, City of Escalon
By
Mayor Date
Attest:
City Clerk
356601-10 12
October 27, 2005
RTIF Operating Agreement
City Council, City of Lathrop
By
Mayor Date
Attest:
City Clerk
City Council, City of Lodi
By
Mayor Date
Attest:
City Clerk
City Council, City of Manteca
By
Mayor Date
Attest:
City Clerk
City Council, City of Ripon
By
Mayor Date
Attest:
City Clerk
356601-10 13
October 27, 2005
RTIF Operating Agreement
City Council, City of Stockton
By
Mayor Date
Attest:
City Clerk
City Council, City of Tracy
By
Mayor Date
Attest:
City Clerk
San Joaquin Council of Governments
By
Board Chair Date
Attest:
Interim Executive Director
356601-10 14
October 27, 2005
RTIF Operating Agreement
EXHIBIT A
RTIF LAND USE FEE CATEGORY SUMMARY
RESIDENTIAL
Single -Family Dwelling
A single family dwelling is defined as a residence designed for or occupied exclusively as a
residence for one family; including a vacation home or seasonal dwelling and is located on one
parcel.
Multi -Family Dwelling
Multi -family dwellings are defined as single structures designed for and/or constructed to contain
two (2) or more dwelling units which share common walls (i.e., rowhouse, townhouse, duplex,
triplex, quadraplex, condominium, apartment complex). When an existing single-family
dwelling is converted into two (2) or more dwellings, it will be reclassified and subject to the
multi -family dwelling regional fee. As a planned development containing two (2) or more
residences, mobile homes parks are considered multi -family dwellings. A "commercial
apartment" dwelling located within a commercial building is classified as a multi -family
dwelling.
NON-RESIDENTIAL
Relationship of businesses to RTIF non-residential land use categories are based on the North
American Industry Classification System (NAICS)
Retail
Sector comprises establishments engaged in retailing merchandise, generally without
transformation and rendering services incidental to the sale of merchandise—fixed point of sale
location. NAICS Sectors 44 & 45 represents the retail industry. Examples of retail businesses
include:
• Garden material and garden supply dealers
• Food and beverage stores (i.e., grocery stores, specialty food stores, beer/wine/liquor
stores)
• Health and personal care stores
• Gasoline stations
• Motor vehicle and parts dealers
• Furniture and home furnishing stores
• Electronics and appliance stores
• Clothing and clothing accessories stores
356601-10 15
October 27, 2005
RTIF Operating Agreement
• Sporting goods, hobby, book and music stores
• General merchandise stores
• Miscellaneous store retailers
• Non -store retailers such as electronic shopping and mail-order houses, direct selling
establishments
Office/Service
Sector comprises finance, insurance, real estate professional, scientific and technical services,
research and development, administrative & support services, education, health care and social
assistance and other such as repair & maintenance, personal & laundry, and religious centers,
including churches. NAICS Sectors 51— 72, 81 & 92 represents the office industry. Examples
of office related businesses include:
• Publishing industries, except Internet
• Motion picture and sound recording industries
• Broadcasting, except Internet
• Internet publishing and broadcasting
• Telecommunications
• Internet Service Providers, search portals, and data processing
• Other information services such as libraries and archives, news syndicates
• Monetary authorities such as banks, credit unions, credit card issuing services, sales
financing, mortgage and non -mortgage loan brokers
• Securities, commodity contracts, investments
• Insurance carriers and related activities
• Funds, trusts, and other financial vehicles
• Real estate
• Rental and leasing activities
• Lessors of non-financial intangible assets
• Professional and technical services such as legal, accounting, engineering, design,
consulting, research and development, advertising services
• Management of companies and enterprises
• Administrative and support services such as employment, business support (i.e., call
centers, collection agencies), travel arrangement and reservation services, services to
buildings and dwellings (i.e., janitorial, landscaping, pest control, carpet cleaning)
• Waste management and remediation services
• Educational services
• Health care and social assistance
• Hospitals
• Nursing and residential care facilities
• Social assistance (i.e., child/youth services, services for the elderly and persons with
disabilities, shelters, food banks, vocational rehabilitation services, day care)
• Art, entertainment, and recreation
• Museums, historical sites, zoos, and parks
• Amusements, gambling, and recreation
356601-10 16
October 27, 2005
RTIF Operating Agreement
• Accommodation and food services (i.e., traveler accommodations such as hotels and
motels, bed -and breakfast inns, RV parks, rooming and boarding houses)
• Food services and drinking places (i.e., caterers, mobile food services, drinking places of
alcoholic beverages, and full service restaurants)
Industrial
RTIF land use category of industrial is includes Manufacturing establishments engaged in the
mechanical, physical, or chemical transformation of components into products to include
construction engaged in buildings and other structures. The industrial land use category also
includes Transportation, Logistics, and Warehousing establishments engaged in wholesaling
merchandise, generally without transformation and rendering services incidental to the sale of
merchandise including industries providing transportation of passengers and cargo, warehousing
and storage of goods, scenic and sightseeing transportation. The NAICS Sectors 21, 22, 23, 31
through 33, 42, 48 & 49 represents the industrial land use category. Examples of industrial
related businesses include:
• Mining
• Support activities for mining
• Utilities (i.e., power generation and supply, natural gas distribution, water treatment
plants)
• Construction of buildings
• Heavy and civil engineering construction
• Specialty trade contractors such as roofing, sheet rock, framing contractors
• Building and equipment contractors
• Building finishing contractors
• Other specialty trades such as residential and non-residential site preparations
• Food manufacturing (i.e., animal, flour, rice, breakfast cereal, dairy products, bakeries,
nuts)
• Beverage and tobacco product manufacturing
• Textile and textile product mills
• Apparel manufacturing
• Leather and applied product manufacturing
• Wood product manufacturing
• Paper Manufacturing
• Printing and related support activities
• Petroleum and coal products manufacturing
• Chemical manufacturing
• Plastics and rubber products manufacturing
• Nonmetallic mineral product manufacturing (i.e., glass, cement & concrete, clay,
lime/gypsum)
• Primary metal manufacturing
• Fabricated metal product manufacturing
• Machinery manufacturing
• Computer and electronic product manufacturing
356601-10 17
October 27, 2005
RTIF Operating Agreement
• Electrical equipment and appliance manufacturing
• Transportation equipment manufacturing
• Furniture and related product manufacturing
• Miscellaneous manufacturing (i.e., medical equipment, jewelry, sporting goods, signage)
• Merchant wholesalers of durable and non -durable goods (i.e., motor vehicles and parts,
furniture, lumber, paper, clothing, petroleum bulk stations and terminals)
• Electronic markets and agents and brokers
• Air, rail, water, truck, pipeline, scenic/sight seeing transportation
• Transit and ground passenger transportation
• Support activities for transportation
• Postal services
• Couriers and messengers
• Warehousing and storage
356601-10 18
October 27, 2005
RTIF Operating Agreement
Mine " m'ec
ofdtisfax by caftg 333.70
CITY OF LODI
P.O. BOX 3006
LODI, CALIFORNIA 95241-1910
ADVERTISING INSTRUCTIONS
SUBJECT SPECIAL NOTICE OF PUBLIC HEARING FOR February 1,2006 for the
Adoption of the San Joaquin County Regional Transportation Fee and Authorizing the City
Manager to Execute the Fee Program Operating Agreement.
PUBLISH DATE: January 9,2006 AND January 16,2006
TEAR SHEETS WANTED: Three (3) please
SEND AFFIDAVIT AND BILL TO: SUSAN BLACKSTON. CITY CLERK
City of Lodi
P.O. Box 3006
Lodi, CA 95241-1910
DATED: Thursday January 5,2006
ORDERED BY:
JENNIFER M. PERRIN, CMC
DEPUTYCRY CLERK
R. CHA M
ADMINISTRATIVE CLERK
SUSAN J. BLACKSTON
CITY CLERK
JACQUELINE L. TAYLOR, CMC
DEPUTY CITY CLERK
at
LNS a
formsladvins.doc
DECLARATION OF MAILING
PUBLIC HEARING FOR February 1,2006 for the Adoption of the San Joaquin Regional
Transportation Fee and authorizing the City Manager to execute the fee program
operating agreement.
On January 6, 2006, in the City of Lodi, San Joaquin County, California, I deposited in the
United States mail, envelopes with first-class postage prepaid thereon, for the Adoption of the
San Joaquin County Regional Transportation Fee and authorizing the City Manager to execute
the fee program operating agreement.
There is a regular daily communication by mail between the City of Lodi, California, and the
places to which said envelopes were addressed.
declare under penalty of perjury that the foregoing is true and correct.
Executed on January 6, 2006, at Lodi, California.
ORDERED BY:
JENNIFER M. PERRIN, CMC
DEPUTY CITY CLERK
R
DANA R. CHA'PMAN
ADMINISTRATIVE CLERK
Forms/decmail.doc
ORDERED BY:
SUSAN BLACKSTON
CITY CLERK, CITY OF LODI
JACQUELINE L. TAYLOR, CMC
DEPUTY CITY CLERK
DECLARATION OF POSTING
PUBLIC HEARING FOR FEBRUARY 1,2006 for the Adoption of the San Joaquin
County Regional Transportation Fee and authorizing the City Manager to execute
the fee program operating agreement.
On Friday January 6, 2006, in the City of Lodi, San Joaquin County, California, a Notice of Public
Hearing for the Adoption of the San Joaquin County Regional Transportation Fee and authorizing
the City Manager to execute the fee program operating agreement was posted at;
Lodi Public Library
Lodi City Clerk's Office
Lodi City Hall Lobby
Lodi Carnegie Forum
declare under penalty of perjury that the foregoing is true and correct.
Executed on January 6, 2006, at Lodi, California.
JENNIFER M. PERRIN, CMC
DEPUTY CITY CLERK
DANA R. CHAPMAN
ADMINISTRATIVE CLERK
N:1Administration\CLERK1Forms\DECPOST.DOC
ORDERED BY:
SUSAN I BLACKSTON
CITY CLERK
JACQUELINE L. TAYLOR, CMC
DEPUTY CITY CLERK
•. CITY OF LODI
Carnegie Forum
305 West Pine Street, Lodi
NOTICE OF PUBLIC HEARING
Date: February 1, 2006
Time: 7:00 p.m.
For information regarding this notice please contact:
Susan J. Blackston
City Clerk
Telephone: (209) 333.6702
MOT
NOTICE OF PUBLIC HEARING
NOTICE IS HEREBY GIVEN that on Wednesday, February 1, 2006 at the hour of 7:00 p.m., or as soon
thereafter as the matter may be heard, the City Council will conduct a public hearing at the Carnegie Forum,
305 West Pine Street, Lodi, to consider the following matter:
a) Adoption of the San Joaquin County Regional Transportation Fee and authorizing the City
Manager to execute the fee program operating agreement.
Information regarding this item may be obtained in the Public Works Department, 221 West Pine Street, Lodi,
California. All interested persons are invited to present their views and comments on this matter. Written
statements may be filed with the City Clerk at any time prior to the close of the hearing scheduled herein, and
oral statements may be made at said hearing.
If you challenge the subject matter in court, you may be limited to raising only those issues you or someone
else raised at the public hearing described in this notice or in written correspondence delivered to the City
Clerk, 221 West Pine Street, at or prior to the close of the public hearing.
By Order of the Lodi City Council:
Susan J. Blackston
City Clerk
Dated: January 4, 2006
Approved as to form:
D. Stephen Schwabauer
City Attorney
CLERKIPUBHEARINOTICESN02-01-06 RTIF PH,doc 1!5!06
CITY COUNCIL BLAIR KING
SUSAN HITCHCOCK. Mayor City Manager
BOBJOHNSON CITY O F L O D I SUSAN J.BLACKSTON
Mayor Pro Tempore PUBLIC WORKS DEPARTMENT City Clerk
JOHNBECKMAN D. STEVEN SCHWABAUER
LARRY D. HANSEN CITY HALL, 221 WEST PINE STREET City Attorney
JOANNE L MOUNCE P.O. BOX 3006 RICHARD C. PRIMA, JR
LOOI, CALIFORNIA 95241-1910 Public Works Director
(209) 333-6706
FAX (209) 333-6710
EMAIL pwdept@lodi.gov
http:\\www.lod i.gov
December 30.2005
Mr. Andy Chesley Pennino& Associates
San Joaquin Council of Governments 1502 Keagle Way
555 E. Weber Avenue Lodi, CA 95242
Stockton. CA 95202
SUBJECT: Re -Set Public Hearing for February 1, 2006 to Consider Resolution
Adopting the San Joaquin County Regional Transportation Impact Fee
(RTI F) and Authorize City Manager to Execute Fee Program Operating
Agreement
Enclosed is a copy of background information on an item on the City Council agenda of
Wednesday, January 4, 2006. The meeting will be held at 7 p.m. in the
City Council Chamber, Carnegie Forum, 305 West Pine Street.
This is to notify you that as indicated in the title, the only action will be to re -set a public
hearing date on the item. Public hearings are usually set for the second following
Council Meeting. Please refer to the December 21, 2005 City Council meeting minutes
on our website www lodi.gov or contact our office at (209) 333-6706 for a draft of the
Resolution. Any pertinent information will be on the February 1, 2006 Agenda.
If you wish to write to the City Council, please address your letter to City Council,
City of Lodi, P. O. Box 3006, Lodi, California, 95241-1910. Be sure to allow time for the
mail. Or, you may hand -deliver the letter to City Hall, 221 West Pine Street.
If you wish to address the Council at the Council Meeting, be sure to fill out a speaker's
card (available at the Carnegie Forum immediately prior to the start of the meeting) and
give it to the City Clerk. If you have any questions about communicating with the
Council, please contact Susan Blackston, City Clerk, at (209) 333-6702.
If you have any questions about the item itself, please call me at (209) 333-6759
_ "Richard C. Prima, Jr
Public Works Director
RCPlpmf
Enclosure
cc: City Clerk
NCPUBLICHEARING DOC