HomeMy WebLinkAboutAgenda Report - February 1, 2006 I-01 PHAGENDA ITEM 1 I
CITY OF LODI
COUNCIL COMMUNICATION
h
AGENDA TITLE: Public Hearing to Consider Resolution Adopting the San Joaquin County
Regional Transportation Impact Fee (RTIF) and Authorize City Managerto
Execute Fee Program Operating Agreement
MEETING DATE: February 1, 2006
PREPARED BY: Public Works Director
RECOMMENDED ACTION: That the City Council conduct a public hearing 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: The San Joaquin Council of Governments (COG), with the
participation of our City Council representative and staff, has studied
and adopted a new fee program to help pay for regional
transportation improvements. Such a program was encouraged as
part of Measure K — the 1/2 -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 was adopted at the January 4, 2006 meeting. The
actual fee is adopted by resolution that is the subject of this public hearing, as well as to authorize
execution by the City Manager of an operating agreement between the City and COG regarding
administration of the fee program.
The RTIF Program consists of:
• Technical Report dated October 27, 2005 (the "Nexus Study") — Exhibit B — This report provides
the technical documentation and analysis supporting the fee program and the maximum fee.
• Operating Agreement — Exhibit C — This agreement details the procedures for setting, collecting
and administering the fees and will be considered following the public hearing.
City Ordinance (Attached)—This ordinance is based on the model ordinance provided by COG
and provides the legal basis for 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.
Some of the highlights of the Program are:
A. The proposed fees are:
$2,500 per single-family dwelling
$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
APPROVED: —
Blair King, GVManager
J 11MFees1RT1FkCPH Fee doc 1/23/2005
Public Hearing to Consider Resolution Adopting the San Joaquin County Regional Transportation Impact
Fee (RTIF) and Authorize City Managerto Execute Fee Program Operating Agreement
February 1,2006
Page 2
0. 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 County for 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).
1. 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. Exceptfor the annual index adjustment, there is a 5 -year "freeze" on the fees and the program,
with 5 -year updates following.
L. Provisionsfor 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 PublicArt 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.
!f
Richard C. Prima, Jr.
Public Works Director
Prepared by F Wally Sandelin, City Engineer
RCPlpmf
Attachments
cc Wally Sandelin. City Engineer
SJCOG —Andy Chesley
Pennino & Associates
J 11MFees1RTIF1CPFi Fee.doc 112312006
Exhibit A
ivo J
SAN JOAQUIN COUNCIL OF GOVERNMENTS :'1'r:. •'l,`
533 E. Weber Avenue • Stockro>r, California 93202
209.468.3913 • 209 468.1094 tom)
ratcvrss1ca� org
November 1,2005
fnr+r L Hrikirr
""" Mr. Blair King, City Manager
�nlur Hwrris City of Lodi
1.41
"R 221 W. Pine Street
,4urhrlr C.rr,s/`,T Lodi, CA 95240
isrr. kr hXr.,t rsvc
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Dear Mr. King:
d/rurbr r iigur'ir•
4.fki"' On October 27,2005, the Board of Directors of the San Joaquin Council of Govemments
l:.�f.11\.
L -%m Kor. (SJCOG) unanimously adopted the Regional Transportation Impact Fee (RTIF) program.
`'"" r' Enclosed for the City of Lodi's review are the RTIF Technical Report, Ordinance, and Operating
WiNTF.'CA,
k, Agreement. In addition, a Draft Resolution designed to be used by each participating agency to
sroc.mroN, establish the San Joaquin County RTIF Program Fees is enclosed for your review.
TRACY.
A,lf
TH& rUt-NTY or The consulting firm of Pennino & Associates has been secured by SJCOG to coordinate the
W1 JOAQV'N presentation of the RTIF program with alljurisdictions. 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.
�J
ANDREW T. CHESLEY
Interim Executive Director
cc Council Member, Larry D. Hansen
I Exhibitel
REGIONAL TRANSPORTATION
:IMPACT FEE
EAock toil
Technical Report
ti
Ripon
a
October 27, 2005
Economic do
Planning Systems
Reel Eatete F.conosriw
Regkind inks
Public Fnarwe
Land Use Policy
FINAL REPORT
SAN JOAQUIN REGIONAL TRANSPORTATION IMPACT FEE
Prepared for:
San Joaquin Council of Governments
Prepared by:
Economic 6z Planning Systems, Inc.
and
Fehr & Peers Associates Inc.
October 2005
EPS 915040
BERKELEY SACRAMENTO DENVER
2501 Ninth St., Suite 200 Phone: 510.841.9190 Me Phone: 916-649-6010 Phone: 303-623-3557
Berkeley, CA 94710-2515 Fax: 5 10-84 1.920 5 Fax: 916.649.2070 Fax: 303-623.9049
www epsys.com
TABLE CF CONTENTS
(. INTRODUCTION ANDRESCJ[.TS................................................................................... 1
Purpose of Proposed Fees and Technical Report ................................................... 1
Summary cf Maximum and Proposed Fees........................................................... 2
Implementation and Legal Considerations............................................................ 2
SurplusFunds.......................................................................................................... 4
Securing Supplemental Funding............................................................................. 4
it. RTIF GRov m PROJECnONS..................................................................................... 6
TimeHorizon............................................................................................................ 6
GrowthProjections................................................................................................... 7
DwellingLint Equivalents....................................................................................... 7
[U. RTIF CAPITAL PROJEM AND COSTs....................................................................... 11
RTIF Project Inclusion Criterta.............................................................................. 11
Changes to RTIF Master Project List..................................................................... 13
Allocation cf Eligible RTIF Costs........................................................................... 14
JV. RTIF MODEL AND FEE CALCULATION..................................................................... 19
Transportation Model............................................................................................. 19
ExistingDefkiehci�-s............................................................................................. 19
TrafficContributibn................................................................................................ 19
Public Transit Contributibn................................................................................... 20
MaximumFee Calculation..................................................................................... 20
LIST CF 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
fable 4:
Total Dwelling Unit Equivalent Growth .................................. ......................10
Table 5:
IMF 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
I, 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 of 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).
Ft)Ilowing 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 calculation by 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 cf fees to be established by the = 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 CC 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.
P: 1150W911SDWRTIFIReportlr usodyfind=405.dac
Draft Teehniccl Report
San Joaquin Regional Transportation Impact Fee
October 24, 2005
A summary of the maximum fees calculated in this RTIF 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 cf the
cornmercial/industrial category.
$2,512 per single-family unit
$1,542 per multifamily unit
54.65 per retail square foot
• $2.13percommercial/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 decide to charge a fee
below the maximum fee for any or all cf 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 FMF fee and the proposed RTIF fee is presented
in Table 1 of this report.
The fee reduction is based on key stakeholders (i.e., developers, elected officials,
ci ty/county officials) 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.
EMPLEMENTATION AND LEGAL CONSIDERATIONS
ANNUAL REVIEW
AB 1600 (at Gov, C. §§ 66001(c), 66006(b)(1)) stipulates that eachlocal agency that
requires payment cf 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:
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Table 1
Regional Transportation Impact Fee Amount
San Joaquin RTIF Nexus Study; EPS #15040
Category
Maximum
RTIF Fee
Propoaed
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
51.500
Fee Per Retail Sqfl.
$4.65
$1100
Fee Per Commeraiallindustrial Sqft. (1)
Office
$2.13
$1.25
Industrial
$2.13
$0.75
(1) The maximum RTIFfee cak:ulationcombines office and industrial land use categories due to
rsuffident data to separale the trao categories.
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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 of the fund.
■ The amount of fees collected and interest earned.
Identification of the improvements constructed.
■ The total cost of the improvements constructed.
■ The feesexpended to construct the improvement
• The percent of total costs funded by the fee.
I r sufficient fees have been collected to fund the construction of an improvement, the
agency must specify the approximate date for construction of that improvement.
Because of 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 of the fee revenues and other available
funding. Formal annual review of the CFF program should occur, at which time
adjustments should be made. Costs associated with this monitoring and updating effort
can be included in the RTIF program.
SURPLUS FUNDS
AB 1600 also requires that if any portion of 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 of funding anticipated to complete
tinancing 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 of the refund do not exceed the refund itself, the
local agency that hascollected 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 = capital projects
identified in this Technical Report. For example, out of the $561 million in = 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 FAISO \J-14401tnF%RepW\nexussldondI0240-d"
Draft Tu*nim) 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 RTTF program. Thus, to
fully implement the RTTF program, the SJCO(Mll have to obtain funding and pay for
iinprovements not covered by impact fee revenue. Examples of such sources include
Measure K funds; CALTRANS funding; and other local, State and federal sources.
Ulhmatelt', funding for the entire cost of the RTTF program must be identified and
allocated during the life of the RTIF program.
5 PA 15M ki-SQ4ORTIF%XgwtlraxussrdyfindIO21(7 Ax
11. RTIF GROWTH PROJECTIONS
The RTIF 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 cf residential, retail, and
c )mmerciallindustrial land use development expected to occur in San Joaquin Region
through the year 2030. These estimates are used for the following primary purposes in
thr fee calculation:
Estimates of 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 cf 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 RTTF program fee
because cf the added traffic demands from the increased population and jobs that will
occ-u r by that future date. A shorter time horizon typically reduces the number of
improvements in the FTH 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" cf a
community's General Plan. Another approach is to establish a future date, typically
before "build out" o=xs, 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.
P:11500Ds115090RT1F1 Report 1 nexusstdyflnd102405.4x
Draft Technical Report
Sart Joaquin Regional Transportation hnpad Fee
October 24. 2005
GROWTH PROJECTIONS
The regional household and employment projections, provided by SJCOC, form the
basis for developing growth forecasts by 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
commercial/industrial development. In addition, an average vacancy rate of 7 percent
for retail and commercialfindustrial space is also assumed. The allocation of
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, commercialrindustrial, 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
1 ind use, as shown in Table 4.
1 Assumptions based on data from the Lnstitute cf Transportation Engineers(rM) Trip Generation Model
(611% Edition) and the San Diego Council cf Governments (SANDAG) Brief Guide to Vehicular Traffic
Generation Rates, Julyl998.
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Table 2
Projected Development by Land Use
San Joaquin RTIF Study; EPS#11212
Category
Year
2005
2030
Total
Growth
Avg. Annual
Growth
Single Family Residential (Units)
165.334
287.943
122.609
2%
Multy-Family Residential (Units)
80,122
411,990
31.868
1.3%
Retail
Employment
47,347
59,311
11,964
0.9%
Square Feet (1)
15.411,449
19,305,731
3,894,282
0.9%
Commercialtindustrial
Employment
247.161
272.355
25,194
0.4%
Square Feel (2)
160,901,811
177,303,105
16,401,294
0.4%
(1) Assumes 350 SF per Retail employee. and a 7.0% vacancy ale.
(2)Assumes 700 SF per Commercial Industrial employee. and a 7.0% vacancy rate.
Economic d Pfanning Systems, Ina fGV2412005
8
F1IS000a%IW40RTIPWdehDUECek_102405
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
101
100%
100
Multi Family Residential
DU
062
100%
061
Retail
KSF
314
50%
185
Commercial
Office
KSF
1.49
65%
0.96
industrial
KSF
088
85%
ILU
Office/Industrial Avg.
0.85
(1) Peak hour trip rate based on ITE Trip Generation Manual. 6th Edition.
(2) Percent new trips based on SANDAG Brief Guide of Vehicular Traffic Generation Rates
Economic& RmningSystema, Inc 1012412005 9 102405
Table 4
Total Dwelling Unit EquivalentGrowth
San Joaquin RTIF Nexus Study: EPS 915040
DUE Growth
Unit Type (2005 - 2030)
Single Family Residential 122,609
Multi -Family Residential 19,563
Retail Square Feet 7.210
Commerciallindustrial Square Feet 13.937
Grand Total 163,319
&anomia d Planning systems. Ana 1012412005 10 PA 150" 1504OR77PMd&AWECak_ 102405
III. RTIF CAPITAL PROJECTSAND 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.
RTIF PROJECTINCLUSION CRITERIA
The road and transit projects proposed for funding by the RTIF are included in an initial
RTIF Master Protect List. The RTIF project list is composed of improvements that fall on
the "RTIF Network", a unified system ef roadways, transit linkages, and other
transportation facilities that confer benefits upon development throughout the County.
This networkis illustrated in Figure 1. The RTIF Network was developed and defined
as part ef the RTIF planning and policy formulation process,2
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 RTIF 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 Prej ect List, Highway Widening, Interchange
and Local Roadway Improvement projects must meet all cf 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 Congestion Management Program (CMP) network ofmajor facilities of
regional significance and supplemented with 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 RTIF project list and Regional Transportation Plan (RTP) prior to delivery. The
current time horizon for the RTP is 2005 - 2030.
11 P:5l5Mkl5OWRTIF%RgmrtlxnrussedyfinWI024Gl *c
Figure 1: Regional Transportation Network
odi
N�
Stockton
Lathr n
Escalon
Ripo
racy
Legend
Sphere of Influence
�— RTIF Transportation Network
City Limits
12
Draft Tech," Report
San Joaquin Rtgionai Transportation 1"9W Fte
October 24, 2005
In order to be included in the RTIF Master Project List, all Public Transit projects must
satisfy the following criteria:4
A. A11 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 ofhighway widening, interchange, and
regional roadway projects. The RTIF 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 SJcOGBoard
adopted Regional Transportation Network.
A description cf the master and eligibleRTIF projects and costs are provided in Table 5.
CHANGES TO RTIF MASTER PROJECT LIST
=1s needs and priorities change over time, on a semi-annual basis, a jurisdiction can
r'xchange any one oftheir RTIF projects from the R'I'g' Master Project List with one or
more of their projects in Tier I cf the RTP. This level of flexibilityis intended to help
iurisdictions adapt to changes in funding availability and transportation paice_ities.
-lowever, the following conditionsneed ra be met to secure an exchange:
• RTP meets air quality conformity requirements;
• The projects are categorized in TierI cf the RTF. Tier I RTP projects are priority
projects for which funding sources have been identified; and,
• RTIF nexus requirements are maintained,
Examples ofregional transit projects include: (a) capital purchase of rolling stock(b) bus shelters and
sedated wenities;and, (c)multi-modal stations and associated amenities.
13 r:ktsao u5H0RFtF\Rcp %m awsoaondioa9546c
Dna ft Th*►cr Report
San Joaquin Regional Transportation Impad 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 RTIF transportation project.
Based on the multiple funding mechanisms, the following rationale was used to allocate
� et RTIF costs to fiscally constrain the projects and establish the nexus:
A. RTIF Projects currently in Tier 1 of the RTP - RTIF gross project costs were
compared to the costs programmed in the RTP. The cost differentials between
the RTIF/Tier I RTP projects were offset with net eligible RTIF costs.
5. Regional roadway/interchange projects in Tier I 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 eligible RTIF net project costs.
C. Remaining regional roadway projects -Nexus fee includes full RTIF costs
attributable to new development for all 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 of about $5.4 billion. Cf the
total, 48 RTIF projects with a total cost cf $561 million were selected for purposes of
calculating the fee amount This amount reflects to proportion of the projects for which
funding sources have not yet been identified. The cost estimates are based on the best
information available at the time cf this Report. To the extent that this project list and/or
the corresponding cost estimates are updated, the maximum fee amount will change
accordingly.
14 P:11sawls 1_%DdORTIFX Repod InexzaWVfina[M4QSAx
Table 5
RT1F Capital Projects
San Joaquin RTIF Nexus Study: EPS#15040
10#
Prajsct
Project Description
RTIFMaster
Project Costs (2)
NexusProjeet
costs (3)
Mainline Highway Projections
1
SR -99
Widen 4 to 6 lanes using inside median. Arch Road to Crosstown/9$ interchange
$158,000,000
2
SR -99
Widen 610 6 lanes(Outside), Ci€y of Manteca (Yosemite Ave) to City of Ripon (West Ripon Road)
$203,000,000
3
1-5
Widen 61lo 61anes (inside) ham Monte Diablo Avenue undercrossmg to Otto Dnye. Add aux, Pvss0e HOV lane
$250,000,000
4
15
Widen 6 to 81anes (Inside). French Camp Road to Charter Way
$228,000,000
5
1
Widen 6 to 6 is res (Inside). SR 120 to French Camp Road
S71,000,000
6
1.205
Widen 6to 8lanes (lnsidefOulsiiSe) from 1.580 to 1-5
$268,000,000
7
SR -4 Extension
Newelignmenl born Fresno Ave. to Daggett Road
$150,000,000
$19,843,070
6
SR-99Widening
Widen 6 to6lanes(Ouiside), Cherokee Road to Armstrong Road
$100,000.000
9
SR -99
widen 6 to a tangs (outside). crosstown to Cherokee Road
$194,0(0 0130
10
SR -99
Widen 6 to 8 lanes (Outride). Arch to Crosstown
$66.000.000
11
SR -99 Widening
Widen 410 8 lanes (Outside). French Camp Road to Arch Road
310C,00o'000
12
I-5
Widen 6 to 6 lanes (Inside). Otto Drive to New Road A (oat mile N. of Eight We Road)
$23.000,000
13
SR -99 Widening
Widen 6 to 10 lanes (Outside). Mariposa Road to Cherokee Road
$150,000,000
14
SR-4Crosstown Widening
Widen 6 to 8lanes, 1 -;to SR -99
$75,000,000
15
SR -26 Widening
Widen 6 to 8 lanes, SR -99 lo Austin Road Extension
$34,000,000
16
SR -4 Widening
Widen 6 to Blanes, SR -99 to Austin Road Extension
$30,000,000
17
SR 99 @ Crosstown Freeway
Reconstruct Freewayto Freeway Interchange
$30,000,000
16
1-513R 4 @ Crosstown Freeway
Reconstruct Freeway Io Freeway Interchange
$59,000,000
-
19
I-VSR-120
Newbranch connections(2 Lane Structures). SR -120 West to 1-5 North. and 1-5 South to SR -120 East
$35,500,000
$6,640,000
20
SR -120
Widen 4 to 6 lanes (Inside)from 1-5 to SR -99
$54,000,000
21
SR -12
Widen 2 to 4 lanes (Outside), add turn lanes, from SR -99 to SR -88
$%.Mow
531,480,004
22
SR -99
New capacity —widen4to6lanes (Inside). from Jct. 12EaslloCountyline.
$86,000,000
23
SR -99
Newcapacity—widen 4 t 6 lanes (inside), from north of Harney Io SR -12 East
$11,250,000
24
I-5
Widen 4 to 6 lanes (Inside). SR -12 to County Line
$91,000,000
25
1-5 WideMng
Widen 8 to 10 lanes, Roth Roadto Olio Drive
5400,000,000
26
SR•12 @ 1.5
Loop Ramps
511,250,000
-
27
SR -99 @ SR,88
Reconstruct interchange
$19.500.000
28
SR -99@ SR -26
Reconstruct interchange
$19,540,000
29
SR -26
New Capacity —widen 21o4lanes{Outside), Card i nal(diverting canal) to Jack Tone Road
$48,000,000
30
SR -120 West of Escalon
Widen from Jacktone 5latte conventional loSexlon, new south alignment Io McHenry
575,000,000
31
SR -120 Easl of Eswlon
New south alignment hom McHenry to existing 120@ Harrold, widen to 5 lane conventional to county line
$25,000,000
32
SR -88
Passing lanes. SR -12 to ArWdor County Line
$24,000,000
Total
Mainline Highway Projections
13.1 57,500,000
$57,963,070
inNrchange ModNkidorts. Reconstructions, and lmprovetrunts _
33
1.5 @ Lathrop Road .
4 lanes under 1-5, modify interchange0.3 miles north and south of Lathrop Road undercrossing
$17,200,000
$3,956,000
34
1-205 @ Paradise/Chrisman
Construction of newinterchaNe
$40,000,000
$20.800,000
35
SIR -99@ SR -12 (Ketdeman Lane)
ReConshucl interchange
$20.000,000
$4,600.000
36
SR -99@ Haney Lane
Reconstructinterchange
520,000,000
31
SR -99 @ North Main
Construct new interchange
$8,900,000
38
SR -99 OD Austin Road
ReconstrucOmpr0ve Interchange
$30,000,000
$6,900,000
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Table 5
RTIF Capital Projects
San Joaquin RTIFNexus Study: EPS 1115040
117# Project
79
Austin Road
80
Austin Road
81
Austin Road
82
Austin Road
83
Arch -Sperry Rd.
84
Arch -Sperry Rd,
85
Arch -Sperry Rd,
86
French Camp Road
87
Hamey Ln,
88
Jack Tone Rd.
89
Liberty Road
90
Peltier Road
91
Peltier Road
92
Elliott Road
93
Yosemite Ave
94
Manposa Road
ti 95
Mariposa Road
v 96
French Camp Road
97
Tracy Boulevard
98
Howard Road
99
Airportway
100
Escalon-Belota Road
101
Airportway
102
Airportway
103
Lathrop Rd.
104
Goiden Valley Parkway
105
Lalhrop Rd.
106
Corral Hallow Road
107
Lammers Road
108
Linne Road
109
McHenry @ Ullrey Intersectori
110
CampbellAvenue
111
CampbellAvenue
112
Brennan Road
113
Miller Road
114
South Arterial #1
115
Jones Road
$937,389
River Road Plus Extension
116
$4,209,100
117
West Ripon Road (1)
Total
Regional Roadway Improvements
EwnmwAPWr gSraArna kic 1012439005 P1150"15W0191To UAo7dOtN;Cak_102406
RTIFMaster
N*xUs Project
Project Description
Project Costs (2)
Costs (3)
Construct 6 lanes. SR 26 to Main Street
$10,006.000
Construct 8 lanes. MainStreet to Mariposa Road
$60,000,000
Construct 6lanes, Mariposa Road to Arch Road
55,000.000
Construct 4 lanes. Arch Road to French Camp Road
520,000,000
Consvuct 2 to 6lanes. 15 to Performance Drive
$65,000,000
$14,950,000
Construct 2 to 8 lanes. Performance Drive to Frontier Way
$35,000,000
$22,595,000
Widen fmm 2 t 6lanes, Frontier Way loAus0n Road
$10,000,000
$5,690,000
Widen from 210 6 lanes. SR -99 to Arch -Sperry Road
$40,000,000
Widen from 2 to 4 lanes, SR -99 to Lower Sacramento Road (2 6 Miles)
$12,250.000
52,817,500
Widenfrom 2 to 4 lanesentire length (SR-9910SR-U)$27,000,D00
$6,210,000
Widenfronl 21o4 lanes, SR -99 to SR -88
$24,974,000
Widen from 2 l 4 lanes, SR -9910 1-5
$15,500,000
Widen from 21o4lanes. SR -99 to Elliott Road
$25,573,000
Widen from 2 1 o 4 lanes. SR -88 Io Peltier Road
$12,900,000
Widen from 2 l 4 lanes. Cily limit to North Ripon Rd. 3.05 miles.
$4,758,DW
Widen from 2104 lanes. Austin Roadto Jack Tone Road
$17,352,000
Widen from 2 t0 4 lanes. Jack Tone Road to Escalon-Mota Road
$20,063,000
-
Widen from 2 to 4 lanes. SR -99 to SR -120
$26,084,000
Passing lanes and channelization
$21,202,000
Parsing lanesand channeflutien
$23,935,000
Widen from4 to 6lanes. Lathrop Roadto Roth Road.
$9,293,000
$2,137,391)
Widen from21o4lanes.Mariposa Roadto Escalon Citylimit
$4,009,000
$1,519,41 1
Widen from 210 4 lanes.Yosemite to SR -120
51,153,000
$937,389
Widen from 4 to 6 lanes. SR120-Lalhrop Road (Manteca)
$4,900,000
$4,209,100
Widen from21o4 lanes from easl of UPRRIo SR -99
$6,855,000
Parallel facility along north/west side ofl•5 from Lalhmp Road Io Paradise
$59,290,000
$40.910,104
Widen from 2 to 4 lanes. 1-5 to east UPRR
$2,560,000
Widen f=2 to 4 lanes. Grantline Roadto Crone Road
$20,000,000
Widen from 2 to 4 Lanes. 1-205 b 1-580
S40.000.000
Widen from 210 4 lanes. Corral Hollow Roadto Chrisman Road
$4,289,000
$2,835,029
Intersection Improvement
$800.000
$499.200
Widen from 2 b4 lanes. From SR 120rxx hto MillerRoadandwaas1fromMiller Road toEacakxrBelota Road
$2,500,000
$1,257,500
Widen from 2 to 4 lanes. From MillerRoad to Santa Fw Avenue.
$2,5010,000
Widen from 2 to 4 lanes. SR 120south to Jones Road and easl from Jones Road la McHenryAvenue
52,500,E
Widen from 2 to 4 lanes. Escalon-Bellota Avenue to CampbellAvenue
$1,123,005
Widen from 2 b4 lanes. BrennanAvenueto Harrold Avenue
$5,054,790
Widen from 210 4lanes. Brennan Road to Harrold Avenue
$2,000,115
Widen from 2 to 4 Lanes From McHenry Avenue to SR 120. Includes Parallei Facility to SR 99 North b SR 120
525,000000
with extension of Olive Road south IoSJCline. Nbyinclude roundabout (River Road@ McHenry).
Widen existing mad from 2 Io 4 lanes and extend Ripon Road4Vest tot -5
$50.000,000
$1,138,879,910
5321,884,219
EwnmwAPWr gSraArna kic 1012439005 P1150"15W0191To UAo7dOtN;Cak_102406
Table 5
RTIF Capital Projects
San Joaquin RTIF Nexus Study; EPS #15040
IDS Project
Public Transit
118 Bus RaPid Transit (BRT)
119 Regional Busses
120 Altamont Commuter Express (ACE)
Total Public Transit
TOTAL ALL PROJECTS
Project Description
Re4onaYlnter-Regipnai BRT system
Purchase of huses for service expansion (Intercttyltnterregional)
Acquisition of ACE Gorridor between Lathrop and Niles Junction
(1) Project deNrory is on the revAU of a teasibliity study and pending analysis of the region's expressway needs.
(2) Represent ae projsth h the RTIF nslw adL All projects we weeded bes" on IrOAK rr Criteria.
(3) Represents RTIF propcWcoete wed b estabesh nexus.
1-+
00
RTIF Master Nexus Project
Project Costs (2) Costs (3)
$100,412,410
$19,931,535
$10,400,000
52,100,000
545,000,004
$6,950,000
$155,412,410
$28,981,535
$5,438,212,320 $560,818,424
EcaMM A P"Vwq SP&M, An. 1012azom Alr50 msW*ORT#-AAx A0UECak_r0?rM
Table 6
RTIF Trip Distribution and Net Project Costs
San Joaquin RTIF Nexus Study; EPS #15040
ID# Project
Mainline Highway Projections
1 SR -99
2 SR -99
3 15
4 1-5
5 1-5
6 1-205
7 SR -4 Extension
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 1-5/SR 4 @ Crosstown Freeway
19 1-5/SR-120
20 SR -120
21 SR -12
22 SR -99
23 SR -99
24 15
25 15 Widening
26 SR -12@ 15
27 SR -99@, SR -88
28 SR -99@ SR -26
29 SR -26
30 SR -120 West of Escalon
31 SR -120 East of Escalon
32 SR -88
Trfp Distribution
Internal Trips External Trips
48.3%
51.7%
31.3%
68.7%
54.1%
45.9%
59.9%
40.1 0/4
61.3%
38.7%
46.4%
53.6%
43.5%
56.5%
54.1%
45.9%
57.8%
42.2%
48.3%
51.7%
42.6%
57.4%
47.2%
52.8%
54.8%
45.2%
60.0%
40.0%
60.7%
39.3%
48.6%
51.4%
62.5%
37.5%
65.5%
34.5%
33.2%
66.8%
29.1%
70.9%
78.7%
21.3%
41.3%
58.7%
48.0%
52.0%
45.2%
54.8%
58.1%
41.9%
46.1%
53.9%
65.8%
34.2%
69.1%
30.9%
57.0%
43.0%
30.6%
69.4%
26.7%
73.3%
45.5%
54.5%
Net Nexus
Project Costs
$7,708,140
$2,204,480
$24,774.760
InterchangeModffications, 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
869%
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@ MarchLane/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 Co? Arch Sperry Road
57.5%
42.5%
Econom c 6 Planning Sysfems. fnc 1012472005 22 PA15000 13U0RTIAAfod"UEC&k-102405
Table 6
RTIF Trip Distribution and Net Project Costs
San Joaquin RTIF Nexus Study; EPS#15040
ID#
Project
Trip Distribution
Internal Trips External Trips
Net Nexus
Project Costs
46
SR -99 @ Armstrong Road
89.2%
10.8%
-
47
1.5 @ New Road (N.Gateway)
97.6%
2.4%
48
SR -99 @ New Road A (N. Gateway)
71,5%
28.5%
$7,992,500
49
SR -99 @ Marada Lane
65.4%
34.6%
$654,000
50
1.5 @ Eight Mile Road
67.2%
32.8%
$2,627,520
51
1-5 @ Otto Drive
65.9%
34.1%
$6,365,940
52
1-5 @ Hammer Lane
91.1%
8.9%
$9,847,910
53
SR -99(g Mariposa Road
59.3%
40.7%
$5,455,600
54
SR -99 @ New Road
60.8%
39.2%
$31,687,110
55
1-5@ Matthews Road
72.5%
27.5%
-
56
1-5 @ Roth Road
70.2%
29.8%
$10,569,750
57
SR -132 @ 1-5 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%
$3,578,800
60
1-205@ Lammers Road
58.5%
41.5%
$7,400,250
61
1-205@ Grantline Road
70.8%
29.2%
$4,885,200
Regional Roadway Improvements
62
Lower Sacramento Road
83.2%
16.6%
$4.160,000
63
Lower Sacramenlo Road
93.8%
6.2%
64
Eight Mile Rd.
69.5%
30.5%
$7,992,500
65
PacificAvenue
95.2%
4.8%
$6,568,800
66
March Lane
93.2%
6.8%
$7,606,984
67
March Lane
85.0%
15.0%
$4,250,000
68
West Lane
96.1%
3.9%
$9,398,580
69
West Lane
98.8%
1.2%
$43,145,565
70
West Lane
94.9%
5.1%
$31,687,110
71
West Lane/Airport Way
93.4%
6.6%
$52,229,280
72
Airport Way
85.0%
15.0%
$10,569,750
73
Airport Way
79.3%
20.7%
$12,656,280
74
New Road A
67.9%
32.1%
75
Thomton Road
77.8%
22.2%
$3,578,800
76
Aksland Avenue
87.0%
13.0%
$2,610,000
77
RydeAvenue 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-Speny Rd.
61.4%
38.6%
$9,179,300
84
Arch -Sperry Rd.
63.3%
36.7%
$14,302,635
85
Arch-Speny Rd.
64.0%
36.0%
$3,641,600
86
French Camp Road
45.7%
54.3%
87
Harney Ln.
89.9%
10.1%
$2,532,933
88
Jack Tone Rd.
55.3%
44.7%
$3,434,130
89
Liberty Road
17.5%
82.5%
90
Peltier Road
39.2%
60.8%
91
Peltier Road
38.8%
61.2%
Fconcmic 6Pranring Sysfems, fnc. 7024/2005 23 PAIMOM1W40RnPAAW&WUECek_102405
Table 6
RTIF Trip Distribution and Net Project Costs
Sart Joaquin RTIF Nexus Study; EPS #15040
ID#
Project
Trip Distribution
Internal Trips External Trips
Net Nexus
Project Costs
92
Elliot 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%
144
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
hammers 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
Campbell Avenue
51.7%
48.3%
$650.128
111
Campbell Avenue
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%
85.1%
-
117
West Ripon Road (1)
68.2%
31.8%
-
Public Transit (2)
118
Bus Rapid Transit (BRT)
n/a
n/a
$5,993,758
119
RegionalBusses
nfa
nia
$631,506
120
Altamont Commuter Express (ACE)
n/a
n/a
$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.
Economic 6 Planning Systems. Inc. 1012012003 24 P11300M1&WORT1F4*xN UECax 1102405
Table 7
RTIF Fee Calculation
San Joaquin RTIF Nexus Study: EPS #95040
ID# Project Cost Per DUE (1)
Mainline Highway Projections
1
SR -99
2
SR -99
3
1-5
4
1-5
5
1.5
6
1-205
7
SR -4 Extension
8
SR -99 Widening
9
SR -99
10
SR -99
11
SR -99 Widening
12
1-5
13
SR -99 Widening
14
SR -4 Crosstown Widening
15
SR -26 Widening
16
SR -4 Widening
17
SR 99 @ Crosstown Freeway
18
1-5/SR 4 @ Crosstown Freeway
19
1.5JSR-120
20
SR -120
21
SR -12
22
SR -99
23
SR -99
24
1-5
25
1-5 Widening
26
SR -12 @ i-5
27
SR -99@ SR -88
28
SR -99@ SR -26
29
SR -26
30
SR -120 West of Escalon
31
SR -120 East of Escalon
32
SR -88
$47.20
$13.50
$151.70
Interchange MadifieVons, Reconstructions, and Imprvywents
33
1-5@ Lathrop Road
$17.08
34
1-205 @ Paradise/Chrisman
$79.34
35
SR -99 @ SR -12 (Kettleman Lane)
$24.22
36
SR -99 @ Harney Lane
37
SR -99@ North Main
38
SR -99 @ Austin Road
$28.60
39
SR -120@ McKinley
$30.78
40
SR -99@ Olive Rd.
$38.79
41
SR -99 @ Eight Mile Road
$32.66
42
SR -99@ March Lane/Wilson
$102.81
43
1-5@ Arch Sperry/French Camp
$28.00
44
SR -99 @ French Camp Road
45
SR -99 @Arch Sperry Road
46
SR -99 @ Armstrong Road
econom,c6 Planning Systems, 0c, 1012412005 25 p.11$WOa11304AR71FUfod*WUECsk_102445
Table 7
Lower Sacramento Road
RTIF Fee Calculation
64
San Joaquin RTIF Nexus Study: EPS 915M
548.94
ID# Project
Cost Per DUE (1)
47 1-5 @ New Road (N. Gateway)
66
48 SR -99 @ New Road A (N. Gateway)
546.58
49 SR9a Marada Lane
54.00
50 1-S �, fight Mile Road
516.09
51 1-5 @ Otto Drive
$38.98
52 1.5 @ Hammer Lane
560.30
53 SR -99@ Mariposa Road
533.40
54 SR -99 @ New Road
5194.02
55 1-5@ Matthews Road
West Lane/Airport Way
56 1-5 @ Roth Road
72
57 SR -132 @ 1-5 and Bird Road
564.72
58 1-580 @ Lammers Road
Airport Way
59 1-580 @ Coral Hollow Road
74
60 1-2050 Lammers Road
545.31
61 1-205 5 Grantline Road
529.91
Regional Roadway Improvements
62 Lower Sacramento Road
$25.47
63
Lower Sacramento Road
90
64
Eight Mile Rd.
548.94
65
Pacific Avenue
540.22
66
March Lane
546.58
67
March Lane
526.02
68
West Lane
557.55
69
West Lane
5264.18
70
West Lane
5194.02
71
West Lane/Airport Way
5319.80
72
Airport Way
564.72
73
Airport Way
$77.49
74
New Road A
75
Thornton Road
521.91
76
Aksland Avenue
515.98
77
Ryde Avenue Bridge
78
Mariposa Road
79
Austin Road
80
Austin Road
81
Austin Road
82
Austin Road
83
Arch -Sperry Rd.
556.20
84
Arch -Sperry Rd.
587.57
85
Arch -Sperry Rd.
522.30
86
French Camp Road
87
Harney Ln.
515.51
88
Jack Tone Rd.
521.03
89
Liberty Road
90
Peltier Road
91
Peltier Road
92
Elliott Road
93
Yosemite Ave
Economic 6 Planning Systems, IrtC 7012412005 26 P.11500Mf5W0RTFMQd6WUEC#k_102405
Table 7
RTIF FeeCalculatlon
San Joaquin RTIF Nexus Study; EPS#15040
ID# Project Cost Per DUE (1)
94
Mariposa Road
95
Uariposa Road
96
French Camp Road
97
Tracy Boulevard
98
Howard Road
99
Aimort Way
$10.55
100
Escalon-Belota Road
$3.45
101
Airport Way
$4.68
102
Airport Way
$21.93
103
Lalhrop Rd.
104
G6den 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
Campbell Avenue
112
Brennan Road
113
Miller Road
-
114
South Arterial #1
-
115
Jones Road
-
116
River Road Plus Extension
-
117
West Ripon Road (2)
-
PublicTransit
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 RT€F project cost divided by total DUE of 163.319
(2) Project deliveryIs contingent on the results of a feasibility study and pending analysis of the region's
expressway reeds
Economic& Ptannog Systems. hK 10x2112003 27 A.1f30DOs 15WRnPM*dWDU6Csk;1024W
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REGIONAL TRANSPORTATION
IMPACT FEE
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Operating Agreement
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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, SKOG, 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 21.2005
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 ("EIR") 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
I.I. 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 collectedby 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-FamilyResidential 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 OperatingAgreement
2.9. "Regional TransportationNetwork" 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-FamilyResidentialUnit" 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 Adiustment. 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 l) based on the Engineering News Record California Construction Cost Index.
356601-10 4
October 21, 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 Develooment Proiects. 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. Exemotions 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 Develooment Agreements. All future development agreements entered into
by the Participating Agencies shall require the full payment of the RTIF Program Fee.
356601-10
October 27,2005
RTTF Operating Agreement
4.5. Payments for non-residential proiects. 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 proiects. 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 Proj ect shall be proportionally determined based on the following:
(a) The fee associated with the type of residence; and,
(h) The predominant use of the non-residential portion of the project.
4.7. Previouslv 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. Pumose of RTIF Proeram Fees. Except as otherwise provided in this Agreement, all
RTIF Program Fees received by each Participating Agency or SJCOG shall he 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 he distributed as follows:
(a). Ten (10) percent of the amounts collected by the Cities shall he paid directly
to the County on a quarterly basis for the purpose of funding RTIF Capital Projects
within the County of San Joaquin.
(h). 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
he 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, Apency 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 (1 %) of the amounts received each year in excess of the initial one million dollars
($1,000,000).
6.3. Initial Third Pam 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 party 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 he 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 subj ect to the limitations provided in sections 6.1 and 6.2 of this
Agreement.
6.4. On-eoine Third P a m Costs. On-going third party 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 parry 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.
35660I-10 7
October 27,2005
MU 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
he 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 he 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 Reuorts. 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 g
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 finds are expended or reimbursed within the time periods establishedby 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
35660I-10 9
October 21,2005
]7i'g' 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. SJCOC CAPITAL PROJECTS SELECTION.
9.1. RTIF Capital Proiects 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. Proiect Inclusion Criteria. The technical basis of the RTIF Program is a list of road
improvement projects identified as Capital Projects within the Regional Transportation Nctwork
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 Proiects. 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.I. Highway, intcrehange, 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) J'he project involves a capacity improvement of one or more through
travel or passing lanes, or auxiliary lanc5 (i.c. 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.
35660I-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 Proiect 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 competentjurisdiction,
356601-10 1 I
October 27,2005
= 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 Esealon
By
Mayor
Date
Attest:
City Clerk
356601-10 12
October 27, ZOOS
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 21, 2005
WIF 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 21,2005
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:
a Garden material and garden supply dealers
a 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 5I — 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 21, 2005
F= OperatingAgreement
• 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, flame, 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
35660I-10 17
October 21, 2005
= 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
B. Substantial population and employment growth is expected in San Joaquin County t hrough
2025 and beyond. This growth will cause impacts on the Regional Transportation. NetworL-
("Regional Transportation Network" or "RTIF Network") including increased congestion and
related impacts unless substantial improvements are completed. The Regional
Transportation Impact Fee Program ("RTIF Program") is intended to impose a fee to provide
funding for transportation and transit improvements that help mitigate these impacts.
New development throughout the County will be subject to the fee which will be proportional
to the impact caused on the Regional Tram;portation Network by such new development.
D The tunding derived trout the RTIF Program shall be used in combination with other funding
available to complete the needed transportation and transit improvements. In the absence
of an RTIF Program, existing funding sources, including federal, State, and local sources,
will be inadequate to construct the Regional Transportation Network required to avoid the
unacceptable levels of traffic congestion and related adverse impacts.
N;\Adn)jnistyation\C.ANCITY\OrdiiianceNORDI 767.DOC 1 11512006
E...:.1.10ffice Project" means any Development Project that invoNE s business activities associated
w ithp r6fessionall or. administrative services, and typically consists of corporate offices,
... financial' institutions, legal and medical offices, personal ar d laundry services, or similar
Ig Category Summary.
uses r and religious centers as identified in the RTIF Land Use PA
F 'Participating Agencies7means.the County of San Joaquin ar d each of the cities situated in
San Joaquin County if such .9 a encies have (1) adopted the R1 IF Program Fee by ordinance
and/or resolution and (2) entered into the Operating Agreement.
..:G.. "Rea oral Transportation Jrnpact Fee Program" or "FITIF Progrz m" is the regional p-ograrn
established by the .:0perating Agreement by.. the. Participating Agencies and SJCOG to
Impose, collect, and .distri.bute a RTIF Program Fee to assist in the funding of transportation
improveentto the Regional Transportation Network.
rns:
K 14egional Transportation Impact Program Fee" or "RTIF Prograrr Fee" or "RTIF Fee" means
the fee established by each Participating Agency consistent with the RTIF Program and the
Operating Agreement -
"Regional Transportation Network" means the regional network Of highways and arterials as
identified in the RTIF Technical Repoit and which may be ar erded from time to time by
SJCOG,
J, "RTIF Capital Projects" or "Capital Projects" or "IRTIF Project List" is the RTIF Program
irnnrnvPmPnt,; and oroiects as identified 'n the RTIF Technica( Report and which may be
amended from time to time by SJCOC's adoption and amendment of a TTIF Capital
Proj . ects Report."
K. "RTIF CapjtalProjeQts Report" means the report adopted by SJCOG annually which
identifies the FMF Capital Projects as amended from time to lime by SJCOG.
L. "RTIF Operating Agreement" or "Operating Agreement" is the Regional Transportation
impact Fee Program Operating Agreement establishing the administration of the RTIF
Program as adopted by each Participating Agencies and SJCOG which may be amended
from time to time by the parties thereto.
N:\Adrr3 nil;trationtiCA\CITYNOTdinanceNORDI 767. DOC 2 115/20W
unit as identified in the RTIF Land Use Fee Category Summary,
15.65.030 Authority for Adoption
This chapter is adopted under the authority of Title 7, Division 1, Chapter 5 of thp...061.1fornia''...
Government Code Sections 66000 et seq, (Ord. 1758 1 (part), 2005).
15.65.040 Collection of RTIF Program Fees
A. Authorily of the.Public Works Diraetnr. The Public Works Director, or his/her 01 s
gnee i
hereby authorized to levy and collect the RT!F Program Fee and make all daterhil nations.
required by this Ordinance.
B, Payment of R IF Program Pees. Paymentof the RTIFProgram Fees shall beas:follows.'
1 The RTIF P rograrn 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.
2. The amount of the RTIF Program Fees shall be the fee amounts in affectat the...
time of payment.
3. RTIF Program Fees shall not be waived.
C. Pa meat b all �evelo merit Prs acts . Except as otherwise expressly provided.: by this
Ordinance, the RTIF Program Fee required hereunder shall be payable by:
All Development Projects within the City for which building permits or other
entitlements for Development Projects are issued on or after the effective date of
this Ordinance, and
2. All Development Projects within the City far which building permits or other
entitlements for Development Projects were issued prior to the effective date of
this Ordinance 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 City.
N:\AdminisLrationNCA\CITVkOrdinay)ce%ORDI 767.DOC 3 115nM6
A Therehabilitation and/or reconstruction cf 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
neve.
ev to rn nt Projects for which an application for a vesting tentative map
authorized' y Government Code Section 66498.1 was deemed complete on or
prior to the effective date cf the introduction of this Ordinance.
4; 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 this Ordinance, wherein the imposition of new
fees are: expressly prohibited by the development agreement, provided, however,
that if the terra of such a development agreement is extended after the effective
date of this Ordinance, the RTIF Program Fee shall be imposed.
F Fut�are.Oevelo resent A ree nts. All future development agreements entered into after the
effective date of this Ordinance shall require the full payment of the RTI FProgram. Fee.
1. 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.
(a) The gross floor area., and
(b) The predominant use of the building or structure as identified in the building
permit.
. 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
F.Previc�tasl Paid RTIF F�rc rant Fees. In the event that RTIF Program Fees have previously
bee 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.
. 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
N:IAdMnisU-ition\CA%CI'1" QrdinasicelORD17G7.DOC 4 1/512006
payment of RTIF Program Fees by a developer pursuant to an agreement ;
developer and the City, the developer may be reimbursed or credited for futur
for any costs based on the actual casts of construction cf the RTIF Capital Prc
by the developer in excess cf the amount the RTIF Program Fees that
Development Project.
15.65.6501 Fee Rate and Calculation
A. Esta lishir _the ro ramfee, The amount cf the RTiF program fee for .
projects shall be consistent with the provisions of this ordinance and the R`
report and shall be established by a resolution of the City Council.
B. Annual ad'ustment. The RTIF Program Fee shall be automatically adjusted
basis at the beginning of each fiscal year (July 1) based on the Engineering
20 Cities Construction Gast Index.
15x65.060 Administration cf the RTIF Program
A BT account or RTIF funds. All fees collected pursuant to the RTIF Program
deposited in a RTIFaccount or RTIF fond and shall not be commingled with
The contents of this RTIF" fund shall be designated solely for the purpose of ci
the financing of the RTIF Capital Projects included in the RTIF Capital Project;
for the funding of incidental administrative costs. Any interest income earned
fund shall also be deposited therein and shall only be expended for the purl
forth in this Ordinance.
B Prohibition on Interfund Transfers or Loans. [Notwithstanding subsection (b)(1)(
660036 of the Government Code there small be no interfund transfer, grant, o'
RTIF Program Fees or RTIF fund or RTIF account to other City accounts, fund
or fees. However, the City may provide loans, grants, or transfers of RTIF Prod
gather Participating Agencies or SJCOG provided that such funds are consist
RTIF Programme and used for the development or construction of RTIF Capital Fart
15.65.070 Existing City of Lodi Development Impact Mitigation Fee Program
A. The City of Lodi Development Impact Mitigation Fee program pursuant to Municipal Code
Title 15 Chapter 15.64 shall be adjusted on any future projects that are identified in the
approved RTIF Project Ust to ensure continued compliance with the Fee Mitigation Act
(Gov. Code §§ 66000 et sect.).
etmom7 2 m No Mandatory . of mare,. This ordinance is not intended to and shall not be
construed or given enact in a manner which imposes upon the City, or any officer or employee
thereof, a mandatory duty of care towards persons or property within the City or outside of the
City so as to provide a basis of civil liability for damages, except as otherwise imposed by lave.
Section-everabilit If any one or more of the terms, provisions, or sections cf this
Ordinance shall to any extent be judged invalid, unenforceable, and/or avoidable for any reason
whatsoever by a court of competent jurisdiction, then each and all of the remaining terms,
provisions, and sections of this Ordinance shall not be affected thereby and shall be valid and
enforceable.
Section 4. All ordinances and parts of ordinances in conflict herewith are repealed insofar
as such conflict may exist.
N:\AkininistmtionlCA\CITY\O dinan=%ORDt767.DOC 5 1fW006
as to Fora.
SUSAN J. BLACKST®N
City Clerk
N:1AdministrO ion1C.A1C ITY\Ordinancc\Ol2DI767-DOC 6 11512(105
RESOLUTION NO. 2006-24
A RESOLUTION OF THE LODI CITY COUNCIL
ADOPTING THE SAN JOAQUIN COUNTY REGIONAL
TRANSPORTATION IMPACT FEE AND FURTHER
AUTHORIZING THE CITY MANAGER TO EXECUTE
THE FEE PROGRAM OPERATING AGREEMENT
WHEREAS, the City Council of the City of Lodi adopted the San Joaquin County
Regional Transportation Impact Fee (RTIF) Program Ordinance No. 1767 and the RTIF
Technical Report on January 4,2006.
NOW, THEREFORE, BE IT RESOLVED that the Lodi City Council does hereby
establish the following fees to be collected by the City of Lodi for the RTIF Program
pursuant to the San Joaquin County RTIF Program Ordinance and Technical Report.
The rate of the fee applicable to any particular Development Project shall be as follows:
(a) $2,500 for each single-family residential unit
(b) $1,500 for each multi -family residential unit
(c) $1.00 for each square foot of a retail project
(d) $1.25 for each square foot of an office project
(e) $0.75 for each square foot of an industrial project
BE IT FURTHER RESOLVED that the Lodi City Council does hereby authorize
the City Managerto execute the RTIF Program Operating Agreement; and
BE IT FURTHER RESOLVED that the fees shall be collected, administered, and
adjusted consistent with the San Joaquin County RTIF Program Ordinance, the RTIF
Technical Report, and the Regional Transportation Impact Fee Program Operating
Agreement.
Dated: February 1, 2006
hereby certify that Resolution No. 2006-24 was passed and adopted by the Lodi
City Council in a regular meeting held February 1, 2006, by the following vote:
AYES:
COUNCIL MEMBERS — Hansen, Johnson, Mounce, and
Mayor Hitchcock
NOES:
COUNCIL MEMBERS — None
ABSENT:
COUNCIL MEMBERS— None
ABSTAIN:
COUNCIL MEMBERS — Beckman
SUSAN J. BLA KSTON
City Clerk
2006-24
01/24/2006 13: 29 2093691684 LODI NBW SENTINEL PAGE 01/01
PROOF OF PUBLICATION
(2015.5 C.C.C.P.)
STATE OF CALIFORNIA
County of San Joaquin
I am a citizen of the United States and a resident
of the County aforesaid I am over the age of
eighteen years and not a party to or interested
in the above entitled matter. I ama the principal
clerk of the printer of the Lodi News -Sentinel, a
newspaper of general circulation, printed and
published daily except Sundays and holidays, in,
the City of Lodi, California, County of San Joaquin
and which newspaper had been adjudicated a
newspaper of general circulation by the Superior
Court, Department 3, of the County of San Joaquin,
State of California, underthe date of May 26th,
1953• Case Number 65990;that the notice of which
the annexed is a printed copy (set in type not
smallerthan non-pareil) has been published in
each regular and ezitire issue of said newspaper
and not in any supplement thereto on the following
dates to -wit:
January 9th, 16th,
all in the year 2oo6_
Icertify (or declare) under the penalty ofpen ury
that the foregoing is true and correct.
Dated atdii, Californ� ' 16th day of
January+
. ...........
Signature
This space is forthe Couaty CerPs Filing Stamp
Proof of Publication of
pecial NUce of Public Hearing for February 1, 2006
xr the Adoption ofthe S a n Joaquin County Regional
ransportation Fee and authotizin; the City Nianaaer to
xecut'e the Fee PrograznOperatsn� Agreement
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Please immediately confirm receipt
of thisfax by calling 333-6702
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: ThursdayJanuary5,2006
ORDERED BY:
JEN.IIIFER M. PERRIN, CMC
DE UTY CITY CLERK
DA A R. CHAPMAN
ADMINISTRATIVE CLERK
SUSAN J. BLACKSTON
CITY CLERK
JACQUELINE L. TAYLOR, CMC
DEPUTY CITY CLERK
Famed to the Sentinel at 369-1084 at _3D0 � (r� P� (date) (pages)
I LMS -- Phoned to confirm receipt of all pages 4Fb JLT ;_ . -_ _ (initials)
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.
I declare under penalty of perjurythat the foregoing is true and correct.
Executed on January 6, 2006, at Lodi, California.
ORDERED BY:
JENNIFER M. PERRIN, CMC
D UTY CITY CLERK
' 0""J
DANA R. CH PMAN
ADMINISTRATIVE CLERK
Forms/decmail.doc
ORDERED BY:
SUSAN BLACKSTON
CITY CLERK, CITY OF LODI
JACQUELINE L. TAYLOR, CMC
DEPUTY CITY CLERK
EDWARD BARKETT
A FRED BAKER DELMAR BATCH
ATLAS PROPERTIES INC
PO BOX 1510 2800 W MARCH LN STE 250 11174 N DAVIS RD
LODI CA 95241-1 51 0 j LODI CA 95242
STOCKTON CA 95219-8218
IIIIIIIII�IIIIIIIIIIIIIIIlll E111111111111111111[IIIIIFI H IIIIFIIIlIlIfllIIIIIIIfI111111111I1I11111I I111I1F1FI111f1 111It11111111I1I1111 11111 1111111
DENNIS BENNETT DARYL BROWMAN STEVE SINNOCK
BENNETT DEVELOPMENT BROWMAN DEVELOPMENT KJELDSEN SINNOCK & NEUDECK
PO BOX 1597 100 SWAN WY STE 206 PO BOX 844
LODI CA 95241 OAKLAND CA 94621 STOCKTON CA 95201-0844
Illi lIIIF11111111111111111111111 IIIIIIIIIIIIIIIIIII1111111111111 I I I I I III I I I I I I 1111111111111111111 Rill 1111 1 1 F1111 I ti
CECIL DILLON DALEGILL,ESPIE
DILLON & MURPHY ENGINEERING GEWEKE PROPERTIES
PO BOX 2180 PO BOX 1210
LODI CA 95241-2180 LODI CA 95241
1111tl11lIIlII,III,111,11111fIIIIIIIIlil111,1111111111111 1111111111111111,1,11111111l1l,i
JOHN GIANNONI MARK CHANDLER EXEC DIR
GIANNONI DEVELOPMENT
LODI WOODBRIDGE GRAPE COMM
2575 W TURNER RD
2960 APPLEWOOD DR
LLODI CA 95242
ODI CA 95242
II,Irlrl,Il,tlllrf 11111[11111111
JEFFREY KIRST MAMIE STARR
TOKAY DEVELOPMENT INC LUSD
PO BOX 1259 1305 E VINE ST
WOODBRIDGE CA {95258 LODI CA 95240
11111111111111111111111!11111111 11111111111111111111111111111111
DARRELL SASAKI RON THOMAS
DRS REAL ESTATE APPRAISALS RTHOMAS DEVELOPMENT INC
1806W KETTLEMAN LN STE 1 PO BOX 1598
LODI CA 95242 LODI CA 95241-1598
11111Irllllr111111111rrlrflrt111 II,Irrrl,ItlrLf1111!rlrll1111111111111111111111lr1[,!III
WENTLAND SNIDER MCINTOSH LWM SOUTHWEST INC
301 SHAM LN STE A C/O WENTLAND HAMMOND
LODI CA 95242 301 S HAM LN STE A
11111r1lIIr,r111111II1rIrIIEFIII LODI CA 95242
RUSS MUNSON ED CORNEJO
WINE & ROSES KB HOME NORTH BAY INC
2505 W TURNER RD 2420 DEL PASO RD
LODI CA 95242 SACRAMENTO CA 95834
I I 111111111111111111111111111111
MICHAEL E LOCKE CEO
THOMAS SMITH
SAN JOAQUIN PARTNERSHIP
FOX CREEK DEVELOPMENT INC
2800 W MARCH LN STE 470
1171 QUARTZ DR
STOCKTON CA[ 95219
II III I111If ElIIIIIII1111![111III
AUBURN CA 95602
PAT PATRICK DR CHRIS KESZLER
LODI CHAMBER OF COMMERCE 816 W LODI AVE
35 S SCHOOL ST LODI CA 95240
LODI CA 95240!IIlII11,1lrr111111I111,r1111111
II,Lrrlr111t1l1111IIH111111111
LOWELL FLEMMER
KATZAKIAN WILLIAMS SHERMAN
777 S HAM LN STE A
LODI CA 95242
11111111111,IIIIIi,I[Irilllltill
RICK CHURCHILL
PROFESSIONAL CONSTRUCTORS
5635 STRATFORD CIR STE C45
STOCKTON CA 95207
STEVE PECHIN
BAUMBACH & PIAZZA
323 W ELM ST
LODI CA] 95240
II1111111111111111111111 (1111111
LEX CORALES
SIEGFRIED & ASSOCIATES
4045 CORONADO AVE
STOCKTON CA 95204
111111! 1111111 flIIIIIIIIIIII1711
TOM DOUCETTEMIM JIMISON
FRONTIERS
10100 TRINITY PKWY STE 420
STOCKTON CA 95219
KEVIN SHARRAR
BIA OF THE DELTA
509 W WEBER AVE STE 410
STOCKTON CA 95203-3167
CHUCK EASTERLI NG
HESSELTINE REALTY
222 W LOCKEFORD ST STE 3
LODI CA 95240
II,IIr, 111111111,111 !111111! r,il
RICHARD HANSON
CLUFF LLC
908 W TURNER RD
LODI CA 95242
JOHN COSTAMAGNA KRISTMONT WEST INC ANTONIO CONTI
PO BOX 131 7700 COLLEGE TOWN DR STE 111 CONTI &ASSOCIATES INC
WOODBRIDGE CA 95258 SACRAMENTO CA 95826 PO BOX 1396
WOODBRIDGE CA 95258
WAYNE CRAIG
SANDHILL DEVELOPMENT
2424 COCHRAN RD STE 1
LODI CA 95242
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 Noticed Public
Hearing for the Adoption of the San Joaquin County Regional Transportation Fee and authorizing
the City Managerto executethe fee program operating agreementwas posted at;
Lodi Public Library
Lodi City Clerk's Office
Lodi City Hall Lobby
Lodi Carnegie Forum
I 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
.L&"4vJ
DANA R. CHAPMAN
ADMINISTRATIVE CLERK
N:\Administrafion\CLERK\Forms\DECPOST.DOC
ORDERED BY:
SUSAN J. 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
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 Cierk
Dated: January 4,2006
Approved as to form:
D. Stephen Schwabauer
City Attorney
CLERMPU8HF.ARYNOTICESh02-01.06 RTIF PH.doc V5106
CITY COUNCIL
CITY OF LODI
SUSAN HITCHCOCK.
Mayor
CNne
BOB JOHNSON,
Mayor Pro Tempore
JOHN BECKMAN
+,
LARRY D. HANSEN
JOANNE MOUNCE
PUBLIC WORKS DEPARTMENT
CITY HALL, 221 WEST PINE STREET! P.O. BOX 3006
LOOI, CALIFORNIA 95241-1910
TELEPHONE (209) 333-6706 / FAX (209) 333-6710
EMAIL pwdept@lodi.gov
http:/Iwww.lodi.gov
January 26,2006
Mr. Andy Chesley Pennino& Associates
San Joaquin Council of Governments 1502 Keagle Way
555 E. Weber Avenue Lodi, CA 95242
Stockton. CA 95202
BLAIR KING,
City Manager
SUSAN J. BLACKSTON.
City Clerk
D. STEPHEN SCHWABAUER,
City Attorney
RICHARD C. PRIMA, JR..
Public Works Director
SUBJECT: Public Hearing to Consider Resolution Adopting the San Joaquin County
Regional Transportation Impact Fee (RTIF) 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, February 1, 2006. The meeting will be held at 7 p.m. in the
City Council Chamber, Carnegie Forum, 305 West Pine Street.
The Council will conduct a public hearing on this item. You are welcome to attend and
speak at the appropriate time.
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-deliverthe 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 Wally Sandelin, City Engineer,
at (209) 333-6709.
I
Richard C. Prima, Jr.
Public Works Director
RCP/ pmf
Enclosure
c-: City Clerk
J:%I MFees1RT1 FINCPH_Fee.doc