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HomeMy WebLinkAboutItem 8.1 TriValleyJPA Dev Fee (2) · · · -- -!! CITY CLERK File # [Z]õJ~!Zi·~[o] (¡,oo- '10 AGENDA STATEMENT CITY COUNCIL MEETING DATE: May 5,1998 SUBJECT: Tri-Valley Transportation Development Fee Joint Powers Agreement Report Prepared by: Lee S. Thompson, Public Works Director EXHIBITS ATTACHED: 1. Resolution No. 142-97 Approving Principles of Agreement for Adoption of the Tri-Valley Transportation Development Fee 2. Draft Resolution Approving Joint Exercise of Powers Agreement, together with Attachment 1, the proposed "Joint Exercise of Powers Agreement Pertaining to Tri- Valley Transportation Development Fees for Traffic :Mitigation" RECOMMENDATION: - ~ Receive Staff Report ~'-(:;,.~: Adopt Resolution Approving Joint Exercise of Powers Agreement FINANCIAL STATEMENT: None DESCRIPTION: The Tri- V alley Transportation Council (TVTC) has been working for several years on common transportation issues, as well as on a proposal to establisb a regional transportation fee which would be collected on new development. On November 18, 1997, the Council adopted a "Resolution Approving Principles of Agreement for Adoption of the TIi-Valley Transportation Development Fee" (Exhibit 1). Since that time, the TvrC bas prepared a draft "Joint Exercise of Powers Agreement Pertaining to Tri-Valley Transportation Development Fees for Traffic Mitigation" (Exhibit 2). At its Apri122, 1998, meeting, the TVTC unanimously recommended the approval of the proposed Joint Powers Agreement (Attachment 1). The other parties to the agreement will be considering this same joint powers agreement at their first meetings in May. SUMMARY OF JOINT EXERCISE OF POWERS AGREEMENT: Parties. The Joint Exercise of Powers Agreement (JEPA) is between the Counties of Alameda and Contra Costa., tbe Cities ofDub1in, Livermore, San Ramon and Plea.santon, and the Town ofDanville. It does not create a new legal entity (Section 22) but, rather, establishes the mechanism for pooling the traffic impact fee revenues for payment to "project sponsors" for design and construction of the selected transportation improvements. --------~-----~~---~-~----~~--------~---~----------~------------~~- COPIES TO: ITEM NO. 8.1 g:\agemni.cltvtdfjpa.doc -. Tri- Va.llev Transportation Develooment Fee. Each party agrees to impose a "Tri- V alley TransportÍ1tion Development Fee" on new development (Section 5). The Fee will be used to pay for eleven (II) "Transportation Improvement Projects" in the Tri- Valley area (Section 8). The first project to be funded with the Fee revenues will be the 1-580/I-680 Interchange project for local matching requirements. . The Fee will be 51,500 per singIe-fa.rnily dwelling unit, $1,050 per multi·fa.rnily dwelling unit, 51 per square foot for office and reta.il, 5.75 per square foot for industrial, and 51,500 per average a.m./p.m. peak hour trip for other uses (Section 9). The agreement provides that the parties' ordinances or resolutions will provide for automatic increase in the Fees by the change in the cost of construction and other costs (Section 13). The parties will adopt the Fee so that it will be effective on September 1, 1998, in all jurisdictions (Section 10). Staff will retum at a future meeting with a proposed resolution for the Council to consider for adoption of the Fee, together with a reduction in the City's Eastern Dublin Traffic Impact Fee for these regional projects which overlap. Treasurer. Through the TVTC, the parties will unanimously select the finance officer of one jurisdiction to act as the "Treasurer" (Section 2[m]). The duties of the Treasurer are specified in Section 4 and include keeping a record of the Fees paid by each party (subsection [a]); disbursement of the Fees to entities for planning, design and construction of the Transportation Improvement Projects (subsection [fj); and accounting for the Fee revenues (subsection [i)). The party which acts as the Treasurer will be reimbursed for the time and expense of such duties (Section 4[j], Section 14). Collection of Fee. Once the Fee is effective, each party will collect the Fee. Each party will transmit to the Treasurer at least 80% of the Fee revenues on a quarterly basis (Section 6). If the City retains 20% of the . Fees, it must use those revenues for one of the eleven projects listed in Section 8. I·580/I·680 Interchan¡re Proiect. The first project to receive Fee revenues will be the I·580/I-680 Interchange project which is being constructed by Ca.ltrans. Dublin entered into a "Loca.l Match Agreement" with Alameda County Transportation Authority (ACTA) in May of 1997 whereby the City of Dublin conunitted to contribute a tota.l of$2,043,560 beginning in the 1996-97 fiscai year and ending in the 2000/01 fiscal year. With the exception ofDanville, the other parties all entered into Loca.l Match Agreements with ACTA as well. These agreements enabled ACTA to provide the necessary funding to Caltrans so it could proceed with the interchange project in advance of imposition of the proposed Tri- Valley Transportation Development Fee. Because six of the seven jurisdictions have Local Match Agreements with conunitments for differing amounts to be paid at different times, the JEP A includes provisions in Section 7 specifically written to protect those parties with Loca.l Match Agreements. The Treasurer will receive the Fees from the parties and will remit the Fees directly to ACTA (Section 4[b )). Section 7[b] requires the Treasurer to provide both ACT A and the parties with an accounting of the payments made to ACTA in order that both ACTA and the parties can track the amount of Fees received by ACTA from those parties with ''Loca.l Match" obligations to ACTA. If the combined parties collect more in Fee revenues than their ''Local Match" obligations, the parties will. be in compliance with the individual "Local Match Agreements," regardless of which entity the Fees come from. However, if the parties collect less in any year in Fees than the total "Local Math" obligation, there 2 · · · will be a "shortfall" in Fees which will have to be paid to ACT A pursuant to the "Local Match Agreements" Section 7[c] specifies how a "shortfa.ll" win be funded. It provides examples which show that it is possible for one or more parties to have to use funds other than Fee revenues to meet the obligation to ACTA If that occurs, Section 7[e] provides for reimbursement from Fee revenues. Section 7[ d) provides that those parties that have met their "Local Match Agreements" with revenues other than the Fee will be reimbursed from Fee revenues after the tota.! "Local Match" obligation of all parties is paid to ACT A. To date, the only parties that have made such payments to ACTA are Dublin and Pleasanton. Section 7[d] provides that Dublin will be reimbursed in the amount of$753,500 plus interest from Fee revenues. In addition, the City will be reimbursed for the additional payment it must make to ACTA by the end of the 1997.98 fiscal year (approximately 5171,290) from Fee revenues after ACTA receives its total "Loca1 match" of 55,548,300 Oess the contributions by Dublin and Pleasanton). Section 7[e] provides that any party that must make up a "shortfall," as discussed above, will be reimbursed from Fee revenues after ACT A receives the entire "Local Match" and reimbursement is paid pursuant to Section 7[ d]. Stratelric Exoenditure Plan. The TVTC is to prepare a Strategic Expenditure Plan (SEP) which must be approved by the parties unanimously (Section 11 [ cD. The SEP will include the next project or projects to be funded with the Fee revenues after the I-580/I-680 Interchange project (Section 11[b D· The SEP will include provisions for indemnification and insurance, as appropriate (Section 11 [b D· Credit Or Reimbursement For Developer-Constructed proiects. As with the City's Eastern Dublin Traffic Impact Fee program, it is possible that a developer may construct all or a portion of one or more of the Transportation Improvement Projects. With respect to Transportation Improvement Projects that are included in the SEP as "funded" projects (i.e., the next project eligible for the fees), Section 15 provides that a developer would be entitled to a credit against the Fee in the amount of the project constructed and, if the cost of the project were in excess of his Fees, the developer would be entitled to reimbursement ftom Fees collected in the future (Section 15[a». If the developer constructs all or a portion of a Transportation Improvement projecrt which is not listed in the SEP as a "funded" project, he will be eligible for reimbursement only, and only if the Project becomes a "funded" project in the SEP within ten years (Section 15 [b D· In both scenarios, reimbursement will be only from the Fee revenues and will terminate in ten years. Term Of The Jena And Fee. The JEPA provides that the Fee will remain in effect until the Transportation Improvement Projects are constructed. This commitment is more in the nature of a political commitment than a legal commitment jnasmuch as the current Council cannot "contract away" the police power of a future Council which may wish to modifY or repea.l the Fee. RECOMMENDATION: Staff recommends that the Council adopt the Resolution Approving the Agreement (Exhibit 2). 3 / :f'-;i RESOLUTION NO. 142 - 97 .- A RESOLUTION OF THE CTIY COUNCIL OF THE CITY OF DUBLIN ********- APPROVING PRINCIPLES OF AGREEMENT FOR ADOYTION OF THE TRI-V ALLEY TRANSPORTATION DEVELOPMENT FEE WHEREAS, the City of Dublin bas joined with other Tri- Valley jurisdictions to form the Tri- V alley Transportarion Council (TVTC), and cooperatively participated in the development and adoprion of the T ri- Valley Transportarion Plan! Action Plan for Routes of Regional Significance (TVTP), and WHEREAS, the TVIP identified improvements to the Regional transportation system necessary to accommodate traffic growth £Tom ongoing development in the Tri- Valley Are and elsewhere, and WHEREAS, the TVTP recommended the adoption and implementation ofa Tri-Valley Transportation Development Fee (TVTDF) to fund all or part of the necessarytransportarion improvements identified in the plan, and WHEREAS, the TVTC has directed the prepamtion of studies and documentation for the adoption wd implementation of the TVTDF Regional Fee Program, and . WHERE.4S, the City of Dublin supports solution of regional traffic problems through implementarion of the TVTP and the TVTDF Regiona.l Fee Program. NOW, THEREFORE, BE IT RESOLVED that the City of Dublin does hereby endorse and adopt the following Principles of Agreement for the establishment and implementation of the TVTDF: 1. That the TVTDF sball be used to fund all or part of the following Transportation Improvement Projects iD the Tri- Valley Area. It is acknowledged that at the proposed fee rates, the TVTDF will not fund the project list in its entirety: a_ I-580/I-680 Interchange Improvements b_ Improvements to State Route 84 between 1-580 ¡md 1-680 c. 1-680 Auxiliary lanes between Bollinger Canyon Road and Diablo Road d. West Dub!in/Plea.santon BART station e. 1-580 HOV Lanes between Santa Rita road ¡md Greenville Road f 1-680 HOV Lanes between SR$4 and Sunol Grade g_ I-5801F0othill Road Interchange Improvements h. 1-680/AJcosta Boulevard Interch¡mge Improvements L Crow Canyon Road Safety Improvements west of Bollinger Canyon Road J- Vasco Road Safety Improvement north ofT-580 k. E},,-press Bus Service in the Tri- Valley !\rea. - 2. . That the highest fundixIg priorityfor the ryrDF shall be the 1-580/I-68~ Improvement project <'Local Matcb," which shall be funded at 1 00% of remaining local-resPonsibility (~5.5 milliOIi), including - reimbursement to those ic,cal Juzisdictions which have ¡Üready advanced or are to advance monies or in-lieu contributions to the 1-580/1-680 project. r""'¢c~- r .., F ::"':). !"""1'.I ._ _______m-1 lA.~'~~=-§ I I. - e: "? c' .;1 f . .) - 3. That the following criteria shall be considered in establishing the priority of other projects on the TVTDF funding list a. Project Rea.diness: examples of project readiness milestones include: comp]etion of e1lviromnental documentation, inclusion in RTIP/STIP, preparation of Plans, Specifications and Estimates, right-of~way acquisition, etc. e b. Project Funding: Ability of project to "leverage" funding, eligibility for e>.1:ernal funding, and! or colDlIlitment of e.>-1:ernal funding. c. Project Effectiveness: Ability of the project to effectively address Tri-Valley traffic congestion and!or safety problems. 4. That the TVTC Technical Advisory Committee will prepare within 6 months ofTVTDF adoption a. Strategic Expenditw'e Plan for delivery of the improvement projects. The Strategic Expenditure Plan will include prdiminary cost and revenue estimates of the TVTDF, a prioritization plan and timeline for project delivery. The Strategic Expenditure Plan will be reviewed and approved by the TVTC and subsequently revíewed and approved by the seven member jurisdictions. 5_ That the TVTDF Fee will pay for a portion ofsome or all of the previously-listed projects, on the basis of the following Fee Schedule: Land Use Cate~orv Single-Fa.rnily Residential Multi-Fa.rnily Residential Office Retail Industrial Warehouse · Other Uses/Alternative Rate TVJDF Fee Rate SI,500 per dwelling unit $1,050 per dwelling unit $ L 00 per square foot $1. 00 per square foot S .75 per square foot $1,500 AMlPM Average Peak Hour Trips e .. (TVIDF fees for other uses not listed shall be based upon the average AMlPM peak hour trip generation, as estimated by the most recent edition of the ITE Trip Generation M=l. Technical procedures for the calculation ofTVTDF fees will be adopted by the TVTC.) 6. The TVIDF Program will be reviewed biennially, and adjusted as necessary to reflect changes in project list, project cost, program revenue and other factors_ The criteria established in Item 3 above shall be considered in the biennial update, as appropriate_ Exawples of "other factors" include amendments to state or regional gasoJir¡e taxes, reauthorization of County Sales Tax transportation program, identification of supplemental funding sources for Strategic Expenditure Plan projects, etc. Fee increases beyond inflationary and cons1ruction cost adjustments shall be approved unanimously by all seven jurisdictions_ 7. Each juriscliction may retain 20 percent of the TVIDF revenues collected within its juriscliction for e}.-pencliture on projects included under Section J or as the listis modified by the TVTC. .-- . _ 8. --:)'hat each rvrC juriscliction shall levy the 'TYTP!'.on allTri- Valleyßevelopment notlegal!y preCluded fn:~mth~ fue~ :- :;:- -. ~:~~, :;c_ ~ ~~~:-_:" _~-'-:--_: -:_::~,,~- ~ _«'-.:~ -: :c~ 'C- _"'C_ ~:- - - - - e- , .n'___" . - -- - .. . - --- ---. ... . - -- ..-- - -.- -. -- . -. ---- 2· - -. .- ----. .- . . _. _..._u_ /) / ~ -.. ;; '7 ..-; 9. That each TVTCjurisdiction shall Jevy the TVTDF on all Tri-Valley development with CUlTent development agreements/entitlements which incJude language requiring that a regional transportation fee be paid when enacted. 10. That the TVTDF shall be applied to all significant changes to existing development agreements or other entitlements approved after January 1, 1998. The TVTDF shall be applied to all components of a project which are subject to the amended or renewed development agreementfdevelopment entitlement. Significant changes are defined as follows: a. Change in Land Use type (e_g., Office to Retail) b. Intensification of Land Use Type (e.g., increases in square footage ofapproved Office) c. Expiration ofTerm of Development Agreement(s) d. Reduction or Removal of project Mitigation requirements/Condicions of Approval Other, "non-significant" amendments to development agreements (e.g., Architectural changes or changes to site plans with no net traffic increases shall not be subject to the TVTDF. 11_ That these Principles of Agreement for the TVTDF shall take effect upon their adoption by the seven member jurisdictions of the Tri-Valley Transportation Council. PASSED, APPROVED AND ADOPTED this 18th day of November, 1997. AYES: Councilmembers Banæs, Burton, Haward, Lockhart and Mayor Houston NOES: None ABSENT: None lI.BSTAIN: None 4J~ ATrEST: ¡;:1ag=Ísclr:sMdf . K"/G-'11-18-97/resotl,rddoc ---- .--..- .- - . -,'.._- -.-"- --. -,...- . ~- - -,------,~-_...~ . . . - ~. - .,.....-.. -..- ~-- _J" ,..-".-.-..- -- --- . - - .-.-- . ¡/(/ y{';:1 ';1 . RESOLUTION NO. - 98 A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF DUBLIN · * * * * * * ~ . * APPROVING "JOINT EXERCISE OF POWERS AGREEMENT PERTAINING TO THE TRI-VALLEY TRANSPORTATION DEVELOPMENT FEES FOR TRAFFIC MITIGATION" WHEREAS, the City Manager has presented the Council with an agreement entitled "Joint Exercise of Powers Agreement Pertaining to Tri- Valley Transportation Development Fees for Traffic mitigation," between the County of Alameda, the County of Contra Costa, the City of Dublin, the City of Livermore, the City of Pleasant on, the City of San Ramon and the Town ofDanville (Attachment 1 hereto); and WHEREAS, the City Manager has recommended approval of the agreement; and WHEREAS, prior to adopting a fee, as provided in the agreement, the Council will comply with the Ca.lifornia Environmental Quality Act; NOW, TIIEREFORE, BE IT RESOLVED that the City Council approves the "Joint Exercise of Powers Agreement Pertaining to Tri- Valley Transportation Development Fees for Traffic Mitigation" (Exhibit A) and authorizes and directs the Mayor to sign the agreement. · PASSED, APPROVED AND ADOPTED this 5th day of May, 1998. AYES: NOES: ABSENT: ABSTAIN: Mayor ATTEST: City Clerk · g:agomniso\rcsojpa.doc """\fi': ¿",~,t':...,- t+t ,~, ~~;~ fi:: ~ ~~~I . b$·\.~ ~~¡tøª Z,_- . . ---..-.- -..-' --.. . tit··· ,- -..---.. --.-- -.-- - -. ,. .- /' " r- . f.... ;;; -- ". ) ATTACHMENT 1 ¡OINT EXERCISE OF POWERS AGREEMENT PERTi\JNING TO Tri-Valley Transportation Developn1ent Fees for Traffic Mitigation BY AND AMONG The County of Alameda, The County of Contra Costa, The City of Dublin, The City of Livermore, 111e City of Pleasant on, The City of San Ramon, And 111e Town of Danville _. ___.._.,.. u_.__..~ n_'____ ,., .__._". ._ '"_--u_-:.___ _.'-=-=--..""___-...--_.-__. .. __ _:-,...._.._ .._,'. .., - . .." .... -..... - -.- -.., ". --. . . - - . .- - - ..._ - __ ..__. ..._ "·n. ,.,. _ . ""n "." .- . - ",_ _n.'· __., __. -, ~ .." .'"' .- - ... ,~-',-,- .-'-- -_._.__.~ -- , .. .-. -- -..-. -~" -- ....,...-- - - ,. -- - - .. ",- - ..-... .---.-.--.---.".--- ...,~ -.-',...------. -. -.,----'--- _." ---- -' "'.- --- ."'- ---,'--- ---~ -. - .-. ,. A IT ACHMEN·Y I. -. 0 f: t'-e. ~ I CA:tio tv /-:;' j ~ ,/. -' O' I· JOINT EXERCISE OF POWERS AGREEMENT e Tri-Valley Tran_sportation Development Fees for Traffic Mitigation This JOINT EXERCISE OF POWERS AGREEME]\'Tf (the "Agreement") is entered into this 22nd day of April, 1998 (the "Effective Date") pursuant to Government Code §6502 by and among the COUNTY OF CONTRA. COSTA ("Contra Costa"), a political subdivision and body corporate and politic of the State of California; the CITY OF SAN RAMON ("San Ramon"), a murucipal corporation duly organized and existing under the laws of the State of California; and the TOVvN OF nA.J\T\TILLE ("Danville"), a murucipal corporation duly organized and existing under the laws of the State of California; the COUNTI' OF ALAMEDA (''Alameda County", togethenvith Contra Costa, the "Counties"), political subdivision and body corporate and politic of the State of California; the CITY OF DUBLIN ("Dublin."), a municipal corporation duly organized and c;:xisting under the laws of the State of California; the CITY OF LNERMORE ("LiveITI1ore"), a municipal corporation duly organized and c;:xisting under the Jaws of the State of CaJifomia: the CITY OF PLEASANTON ("Pleasanton", together with the other cities and . lOwn, the "Cities"), a municipal corporation duly organized and existing under the laws of the State of California. The Cities and Counties may be refened to collectivelv as the "Parties." J RECITALS This Agreement is based on the following facts and circumstances: A Tri-Valley Development Area. There exists in Alameda County and Contra Costa County a geographical area comprising the San Ramon Valley, livennore Valley and Amador Valley. This Tri-Valley area contains the Ciues and portions of the Counues. The approximate boundaries of the Tli- Valley Development Area are shown on the map attac:hed as Exhibit A B_ Impact of Development. The Association of Bay Area Governments forecasts that by the year 202q the Tri-V?-lley Developm,ent Area will _ _ _ __n~_--:= --=-- tö.rttaifi ~ "áddificiiiãl157 ;SJDQ-riew-rEsiaen:ts, - 58;000:iièW -hous-¡:h¿;Jds and .~. _ _ _ __~ ~: 12 :LOOO new.jo1ïs~ The :traffic-impaC'lfrOrritbese-newresidentiaTunits and - -. __ _. _-cpmmerciaLuses,.as well.asª-d_ªitio:illJ-_¡)ey~opmentÞeÿond theyëãr 2020, . "--- --.- ... :=-:~~:' vi,jJ.fådvëriBy~iffèCt 'tn~ qualìij.oTIHé·for-thêiXistmgresidêl1Ú:ö( the-Cities- . '. . ,-.~': n._. _,:': JOL'1t Exercise. of Powers Agreement .. 1YTD Fees for T r,,£fie Mitig.t5o_n_ Pagt 1 of 22 April 24 ]oog .. . -.---- .--- ---.. . - . ----.-...-- -- - - - .,---- ., .-- ..~. ,. ---. ---. " ..- .-- .-- <' ) '1 7 rj . and Counties within the Tri-Valley DevelopmentAæa unless ùl0se ægional impacts are mitigated by off-site street improvements. c. Regional Projects. The Cities and Counties have identified, through the Tri-Valley Trnnsportation Plan/Action Plan for Routes of Regional Significance (the Plan), regional Trnnsp0I'tation Improvement Pwjects, listed in Section 8 of this Agreement. which are designed to help mitigate the regional impacts of forecast development within the Tri-Valley Development Area. D. Tri-Valley Regional Fee. State law allows the Cities and Counties to establish a fee on all new development within the Tri-Valley Development Area which would finance all or a portion of these Trnnsportation Improvement Projects. . E. Collection and Use of Improvement Fees. The Pa1i.Îes agree to collect fees for the Trnnsportation Improvement Projects on a W1ifonn basis and to use the fees collected in a coordinated manner to provide for financing and constJ:uction of the Transportation Improvement Projects. NOW, THEREFORE, the Parties agree: Section l. Parties The Parties to this Agreement aœ the Cities and Counties. SectioIl 2. DefinitioIlS a. "ACTA" refers to the Alameda County Transportation Authority, a legal entity created by statute. ACTA and several of the Pm1.ies are parties to separnte agreements, entitled "Local Match Agreements," whereby such partie~ have committed to provide funding to ACTA for construction of the 1-580/680 Interchange improvements. _~---'- -, . - _,n: tL-,~.-,:=-'BrossfIõë;~ .A.-reã"-;:d~~-ro - the -;Wn -of "the ~I'~a ~à;ili- floor level, ~ -_ .~.~. ~_'::C' .-- iñcludillg, hIt not limited to,_ cella;.$,);aserl1ents;'mez.zanines, e C,::~~ , __ _;'_~:":;':_7,pentho~s~s,corrid~~,loþ'~i~S,ßtO_ITJ;J andQffices,thatare included '~._-----:--~-~-~.----:--: v;ithin-the -princip¡¡i - OutSide faces of. eJ,."Lenor v'¡ä]ls~- riòtiliC1udirig ,- --. .- .- . Joint E:{erciie of P{)W~TS Agreem'""t nTD Fees fo.r T raffic Miti~ation Page 2 of 22 ApriJ 24 1998 - -... -------- ,,-.- - . -~..._,..__. --.-- -... -- ---- --- - --. - ---.. - ---. C/ ./ .:< l' t --J architectural setbacks or projections. Included are all stories or areas e that have floor surfaces 'with clear standing head room (six feet, six inches minimum) regardless of their use. ìVhere a ground level area., or part thereof, within the principal outside faces of the e:>..'terior walls is left unenclosed, the gross area of the unenclosed portiOrt is to be considered as a part of the overall square footage of the building. All unroofed areas and unenclosed roofed-over spaces, e.xcept as dewed above, are to be e.xeluded from area calculatiortS. The gross area of any parking garages 'within the building shall not be included withirt the gross area of the entire buildirtg. c. "Irtdustrial" refers to developments for the pwpose of manufacture or fabrication of products, the processing of materials, the warehousing of merchandise for sale or disuibution, research and development of indusuial products and processes, and the wholesaling of merchandise. d. "Land Use Erttitlement" means a pemút or approval granted for a development project as that term is defined in Govemment Code §66000. e e. "Multi Family Residential" refers to buildings or parts thereof designed and used exclusively as a dwelling unit among other dwelling units, either on the same parcel (e.g., apartments and mobile home parks) or under separate ownership (e.g., condominiums, townhomes, duplexes, or duets). f. "Office" refers to developments for the pwpose of housing non- commercial, non-manufacturing businesses. g. "Other Uses" refers to land use categories not impliciùy included within the land use categories of "Single Family Residential", "Multi Family Residential", "Retail", "Office", or "Industrial", and for which alternative rates can be found in the Institute of TranRportation Engineers Trip Gme/"4tion Mmmal or in a list of peal(-hour trip rates that the Tri- Valley Transportation Council has e:>..-pliciùyapproved. -.- .-- ~ --- ~-----_. - -~,--- -- - ~ - ..- ..-.:¡:;: '--_~;m:,j~-;;tSp;~~~r;ç¿f~~tò the Palëy designãtedinù-H~ Suategic EÀp~~ditUre Plan (SEP) {ö 6,'erSee the use ofTri-vaIfeý -' .-.Tronsportation Development Feei-þeil'lles ill ùiedevelopment ofa . - specific ¡:egional-T r'.m.sportatiõñ Im:pi-òvemeñTProjeci- The PartY --tt -----.-. ..- ----~. .-----.- -. 1 \' 1 1.) J"'ee$. tor 1 ra..II1;: lV.l.lugatlOn - Apnl ~"j 1 \iYð - - -_...,-- .- __no _ __.___. - . ..-.-.-- - ._-~._._-- ...-.--- n. ___ _..,_.__ - - e . '1 :f _;1 designated as Project Sponsor may be, but need not be. We lead agency for envi.ronmental clearnnce or We agency responsible for the design or construction of the project itself. 1. "Retail" refers to developments for the pwpose of the retail sale of merchandise and services. J. "Single Family Residential" refers to detached buildings designed for occupation as the residence of one fanûly. k. "Subsidized Housing Development" refers to housing facilities developed by public agencies, limited dividend housing COlpOI<ltiOnS, or nOD-profit corporations, and maintained exclusively for persons or fanûlies of very low, low or modernte income, as defined in Section S0093 of the Health and Safety Code. L 'T mnspmtation ImprovemeDt Projects" or "Projects" refers tD those public improvements required to mitigate the regional traffic impacts of development within the Tri-Valley Development.Area as specified in Section 8. ill_ 'Treasuxer" refers tD the finaDce director or treasurer of the Party unanimously selected by the TVTC to act as Treasurer pursuant to this Agreement. n_ 'Tri-Valley TmnspOl1.ation Development Fee" or 'TVfD Pee" refers tD the fees to be imposed by the Cities and Counties on development 'within the Tri-Valley Development .Area. The project list for the T ri- Valley Tmnsportation Development Fee is in Section 8 of this Agreement. o. ,-----_., -----.. n.._ e .,,-; .,.- . -- ._--_.,~..._._-- .--- ----- "TVfC" refers to the Tri-Valley Transportation Council which is defined in the "Joint Powers Agæement by and among the County of Alameda, County of Contra Costa, Town of Danville and Cities of Dublin, livermore, PleasanlOn and San Ramon," dated March 1, ___}99 L -_ ___u ._____ __ - nn___ -_.'- ---,'--- _, . joint E,,,erci.e of Powers Agr~ement ~-,_ __n_ T\TDFeesforTrafficMiûga"¡on -.----. Page 4 of 22 _ _____ _AEriJ 24 _1."98 --- --- -- -. -., --.- - --- - --- .--.--- ---, . - .-. - --.. _..' --.. -"---'. - Iv ,- "'") / _f' . ,.., Section 3. Pm:poses . This agreement is made pmsuant to Law for the following pmposes: a. To establish a framework for the enactment by the Parties of a TIi- Valley Transportation Development Fee (TVTD Fee), a uniform regional fee on development within the TIi-Valley Development Area not legally PI-ecluded from the fee, to fund all or part of the necessary tJ'ansportation improvements identified in the Plan. b. To help resolve regional tntffic problems thmugh implementation of the Plan and the TVTD Fee program. c. To establish funding goals for identified TI<lnsportation Improvement Projects and to seek commitments regarding funding for the T ransporta tion. Improvement Projects. d. To establish mechanisms for collecting, managing and disbursing the TVTD Fee and to formalize institutional arrangements for the implementation of the Projects to be const.ru.cted with fee revenues. e Section 4. Duties of Treasurer The Treasurer shall perform the following Duties: a. Keep a rec:ord of all TVTD Fees paid to the Treasurer by any Party; all TVTD Fees retained by any Party pursuant to Section 6(b); and all disbmsements and e:\penditlll"eS made by the Treasurer in accordance 'with this Agreement; b. Remit all TVTD Fees, including interest eamed thereon, to ACTA on a quanerly basis until ACTA has received $5,548,300 (less any c:ontribution by Parties subject to reimbmsement pursuant to Section Z.d), which isthetotal amc:~t du~ ~ ACJ:0,UJ:1de:r:allofthe Parties' .' Local Matëh Agreements; - ~ ... .---..------ .... --. .-.- ... n_ ___. . -.- -.--. ." _~. n ___n _ -- .- - .n ___ __ e .. . ... -- ,-- u.. . ---=______._.~,~_~._. ___ - ~___' __0. ___._ ~_ ---- .-' -- - -. . ... .-.'. Toint wri:i.. of Powers AQ'feement.. . '. _ _' . . ' , ð ._ .:. T\TD Feedor Traffk Mitigation . Paoe 5 of '22 " April 2~ 1998 . --....-- ---- . -.- --. _____.___._.____..._ .. n_..____',_··_ ____ - .. ..- - .. - ..'-" /( ~;27 . c. Coordinate with the Parties and ACTA to assure that no more than $5,548,300 in TVTD Fees an.d con.tributions are paid to ACTA, by the Treasurer from the Joint TVTD Fee Accou:nt; d. Reimburse Parties &om the Joint TVTD Fee Account pursuant to Section 7; e. Calculate interest due on reimbursements to Parties, pursuant to Section 7; f. T ransrnit monies from the Joint TVTD Fee Account to Project Sponsors for the planning, design and construction of the Transportation Improvement Projects listed in Section 8 and in accordance with the SEP; g. Reimb=e project devdopers from the Joint TVTD Fee Account p=uant to Section 15; . h_ Prepare reports required by Government Code §66000 a 8:q. annually in a form that can be used by each Party to comply with Government Code §66000 a 8:q. ("ABI600"); ¡. .Accou:nt for all monies from the Joint TVTD Fee .Account received in accordance with Government Code §6505; J. Keep a reçord of the Treasurer's time and eJ..-penses in performing the Treasurer's duties hereu:nder; and k. Other duties as specified by law or as required by the TVTC. Section 5. Colleçtion of Tri-Valley Transport.ation Development Fees Each Party agrees to collect the Tri-Valley Transportation Devdopment Fee on devdopment located within the T ri-V alley Devdopment Area that receives a Land _ Use Entitlement from that Party. The amount of that fee is ~~s5=ribe~ inSection 9. -~.:-~ ~____::] Q~~_~~õITïplicsh ~~e_c:oHe-=ti()n~?!!ees,each P1n"tj agre,eE ~~ _ C_..-- -- - . ---.-..---.., - .._.'~ __ ___ _. ___'__." =_~._~, _ _.~__C__,._ ~.-_..c·'- ~·.-c· -~. - .', - --.. .., --. ~ .. . -. - - -..- .. ~~.".:..-=.:.-~::::~::~-~":;:': -;:~~~: ~~:~_.~:_;.:"-.'-::'--~.~-~.~' '--':"'.~.~-=::,"= ~- ':' --.: - . ,. ... - ---_&., ."". ...: .'-_... - - -.~'---- -_.~- ---... ..- - ....,,"....,''- - __. - _u"·",__n -. -- --- - - n. _ - . - . . ~---~~._.-----=..:..:...... ----~----"-"-.:....- ---- -~--~-- -~~~ - ,- -~.:.._-, --- -... .. --. - - --- -. -- .---.-..-.- -.-.--. .-- _ J oint Exerci-,,~ of Powers Agree_merit ~=: _ _ nerD Fee' forTraffiç Mitigation. - . Page 6 of 22 . April 24 199B ____u·_______·_ -. -..---,.- .- n'_~_·___ -- -- -. - ~. - -. .- -".'- .-.- ---_.--- _ ____J'_ - ----. --- --- __ - __.n n_..' d. /J if" Ji a. To adopt the necessary oroinance(s) and/or resolution(s) to authorize tJle collection of the Tri- Valley Transportation Development Fee 'within its jurisdiction; . b. To require each project developer to pay the Tli-Valley Transportation Development Fee prior to issuance of building permits for the project to the ô.1.ent permitted by law. c. To levy the Tli-Valley Transportation Development Fee on all development projects not legally precluded from the fee. To apply the fee on all "significant" changes to existing development agreements adopted after January 1, 1998. The TVTD Fee shall be applied to all components of a project that are subject to an amended or renewed development agreement. As used herein. "significant" means any of the following: (i) change in land use type (e.g.. office to retail); (ii) intensification ofIand use types (e.g., increases in square footage of approved Office); (iii) ôc'tension oftenn of development agreements; and (iv) reduction or removal of project mitigation requirements or conditions of approval. . e. To exempt from the fee public schools. Subsidized Housing Development, and the governmental buildings owned by any public entity unless a Party can and does impose the TVTD Fee on govenunental buildings of a public entity other than one of the Parties. a. Each Party shall place the TVTD Fees in an interest-bealing individual account to be used specifically for the Transportation Improvement Projects. The deposits in each account shall be invested in the same manner as other funds of the Party. FOT investment pwposes the funds may be pooled 'with other funds as long as separateaccoUJ1ting is maintained and the aCCOUJ1t is credited with the investmem ___eä~~~\-,c _ _. __: _ __ _____::~-'----~ .~ _ --. ---.. -- - .- --. .-- .",.---.... ---.---.-.- -- - _.,- - - ..-... Section 6. Tn-Valley Tran~portation Development Fee Accounts . ... -- ..-. ,"" - --- ._,-_.. -.--- - ...,- - ...- - - - -.' -_-- -__ -·-,···_--:..'c o_:_.'L-_A:'10-¡¡{t1VT.t;>-peeAx;o:W-lt"shãl1 ?e~e~tablished_by- the_"TTeasurer". --,~=.~~:.:.~ - - u-:~~-:'_~åC?-:~~~Šh~1:1in5ffiit-:"tô :the-T-reasurer ~~tlrin 30. days- of the end ··-A ----. ., . : JointþœrcÌ<e of~ov~'.",_Aw.eme;';t- 'DTD :Fee, for_Traffiç Miti~tion _ _ -- ....- .-.---. ---.. -.---- Page 7 of 22 April 24 1998 ~._- - - -. - .n ___. _ _ _.. ---..-..-.. ....-- ---~.. -- --,~ - --_..~,~'-'- - - ._. - _n. "_u -. ----,,-- .._ - n_ -- .....,- ..- . e - e-__~_ -- - -- -- I J <"Í d.-l of each quarter not less than 80% of all TVTD Fees collected by that Party during the quarter, and any interest or income generated on such 80% amount, together with notification of the Transportation Improvement Projects that the Party intends to fund with the retained portion of the revenues. c. Each party shall maintain a current record of all funds retained by that Party. including interest or income on such funds and annually furnish the Treasurer an accounting for inclusion in any audit of TVfD Fees. Section 7. Payments to ACTA and Re]mburs~ment for ACTA Local Match Contributions a. Payment to ACTA for 580/680 Int~rchange Proj~CL Commencing with the first quarter after the Fee Effective Date, the Treasurer shall pay to ACTA all of the TVfD Fee revenues received from all Parties, including interest earned thereon. Such payments shall continue on a quarterly basis until ACTA has received $5,548.300, less any contributions by Parties subject to reimbursement pursuant to Section 7.d. of this Agreement. b. Satisfaction of Local Match Ar;reements for the 580/680 Interchange Project. Several of the Parties have individual agreements with ACTA to provide Loca.J Match Funds for the 580/680 interchange project. It is the intent of all of the Parties that the TVfD Fees collected by the Parties shall be used to satisfy tbese Local Match Agreements, In order to carry out this intent, the Treasurer, as part of the quarterly payments to ACTA described irI Section 7.a, shall provide ACTA and eac-b of the Parties with an accounting b'acldng each Party's total cumulative payments until ACTA has received $5,548,300, less any contributions by Parties subject to reimbursement pursuant to Section 7.d of this A","Teement. c. Shortfall in Pavments to ACTA The pwpose of this subsection is to specify how a shortfall will be funded. ..___~"_.._ ___. ._ __ .._m _,.,.__'."__'._ ...-_. ,--....."...- ._.. _0"- _._~' ~....._.__...- ...,...: ..-..--.'-"--.. . . _~- c. ,. _ ..;..: At :t1ie-"eriàõf åPi-fiscal yeai;-ifACTA hasrecëived -(via the T n~as=er) - less-tJ:lan the iotal cum'-4atÎVe arripun!, (up toañdincludirlg the -. -cumulative _amo\JI1ts for that fiscalJear) that ACTA should -have Joint E."~rci;e ofPt>Wers Agr"em~:,t "._: T\'1'D F~/:S.ÍOI: Tr~ffic Mjtig~tion P~ge 8 of 22 ApriJ 24 1998 .. ---. --.. .. .- -- .-.- _____u___..._·_ _.__ ----.-.-~-'-_. . - .. --- -- ---------- --- ..----. -. --- It! ./ ,.,-, . ~" ./ 1-/"" -'" received from Parties with Local Match Agreements. ACTA shall declare a shortfall and shall notify the Treasurer. . The Treasurer and ACTA shall determine which Party (or Parties) is short in its cumulative Local Match obligation through the fiscal year for which there is a cumulative shortfalL If there is only one Party that is short, that Party shall fund the shortfall. If more tl1an one Party is short, then those Parties shall fund the shortfall as follows: The amount of each Party's shortfall in its cumulative Local Match obligation shall be compared to the amount of that Party's cumulative Local Match obligation, eJ..:pressed as a percentage. That percentage shall be multiplied by the amount of the shortfall in order to determine each Party's share of the shortfall. When ACTA receives monies from the Party (Parties), ACTA shall declare the shortfall funded. EXAMPLES e 1. Cumulative .Amount Paid to Local Match Treasurer/ACTA Shortfall Obligations City X $ 600.000 $ 700.000 City Y $ 300,000 $ 300,000 City Z $ 300,000 $ 200,000 TOTAL $1,200,000 $1.200,000 $0 ___00- __ 1:0 this example, even though City Z is $100,000 hehind in its cum.ulative u.::- =cibligafion t:é:) ACTA-there.is _noshordalt anduhenceCity Z owes no additional . - revenues, because ACTA has received the total amount oithe cumulative Local -~alch obligation through that fiscal year._ ........ _..~:_ ...___ _,.,~ ,. .__ .,'::-'.,' .. _._ __._ '__0" -----_...,-". --_.,- --~-,--- -e m joint E."{ercise of Power:; Agr;",rnem _ -- TVTD Fees.forTra.ffic Mitigation -' Pag~ 9 of 22 . April 24 1998 --.--- -- -- . -- ----- ----- -.---- - --- --- _._~,._"._- --.. . ---.-.-....--. ..-- ---. ,-".. ----- - - --- - - ._.__.m _on__ ._.___ ... - .... . )§ if ' - /. i . 1 2. Cumulative Amount Paid to Local Match Treasurer/ACTA Shortfall Obligations City Y $ 300,000 $ 300,000 CityZ $ 300,000 $ 150,000 TOT.AL $1,200,000 $1.l50,OOO $50,000 In this example, there is a $50,000 shortfall. City Z will nero. to fund the $50,000 shortfall from sources other than TVTD Fees. 3. Cumulative Amount Paid to Local Match Treasurer/ACTA Shortfall Obligations . CitvX $ 600,000 $690,000 .- CityY $ 300,000 $200,000 City Z $ 300,000 $100,000 TOTAL $1,200,000 $990,000 $210,000 In this e..=pIe, there is a $210,000 shortfal1. Because there are two Cities that have a shortfall, City Y's shortfall ($100,000) is compared to its cumulative Local Match obligation ($300,000). That percentage is 33.33%. Therefore, City Y's share of the shortfall is $70,000 [$210,000 x 33.33%J; City l's share of the shortfall is $140,000 [$210,000 x 66.67%]. City Y and City Z will need to fund these shortfalls from sources other than TVTD Fees. d. Reimbursement for ContJibutions Made PJior to Fee Effective Date. \Vithin sb.:ty days of the Fee Effective Date or its designation as Treasurer, willchever occurs later, the Treasurer shall request from .~--- -. ._no - .n - nACT A a -stateinentuspecifi'1:ng the:contributionsby- the.pà¡"?esto - - . u - :ACTA for the 580/680 interchange P'!ojectprior-tothe Fee Effective .- .- ----- --- ., . . _ Date which have been found by _1lle ACTA Board to mee't its "Policy - .. . -- " .- '.'.~, . - --- -- --.. , '':'' -- .... ~ . ... _u. ..,.--.. u_ _. _ . -' _u - .- .- - . u u no .. -. ..-- -. n. ) oint E."œrcis~ of PowerS' Agreemo:.ñt ... ... - --.. .--- - .--- - .. n. - . . . Pag<' 10 of 22 TVTD F~es Jor Traffic Miti~tion .-.- - ApriJ 24 1998 - - .... - ". ---. . - . - - u . - u. - ...-- u - .- - -. .- n.. _ ... - - - . -. .- .. -- .u .- ..-- - - ... -. - .-- .--- -. .- - . -. -. --.. --- - .- . - ---- -- - ---- -- _._ _~" ,n_ - --.--.------ - ~_._. -- ----' ----- -- .--" -.--- -_.--- . - ... - --- n .- . --- "..-. - .. - -...- ,.-..-..-- ....-. -.-- -- ...-.". --. .- -- --.. -. - -- . .. ... ---- - ._" n. .. ... .. __ n.'· .---- -....- -- ___n· -.- - --_." --- ..........." -..,......-.- It- :-;0 _J l on Reimbursement 0, Credit" (Exhibit B hereto). Based on Ù1is statement and folloV\wg payment to ACTA of $5,548,300 (less any contributions by Parties subject to reimbursement pursuant to this subsection), the Treasurer shall reimburse the Party or Parties that made such contributions, in the chronological order such contlibutions were made, together with 5% annual simple interest calculated from the Fee Effective Date, with the exception of the folloV\.wg contlibutions: . 1. County of Alameda, $45,000, li. City of Dublin, $I1 1.700. ill. City of Livelmore, SIll ,700, 1'11. City of Pleasanton, $203,700, v. City of San Ramon. $10,000, and vi. Tm;vn of Danville, $9,600. . Such reimbursement shall be from TVTD Fees only and shall be made as such revenues are available until all contlibutions have been reimbursed, As of April 16, 1998, the only Parties whích have made contributions which qualify for reimbursement pursuant to this subsection (d) are the City of Dublin and the City of Pleasanton. These Parties are entitled to reimbursement in the following amounts:. .- ~~.- -.. -- -..-- --- -----'."...-- .------... ----~_.._--_.- - -.- - -- -.. -. .... .. ~- ~ -. ì Dint Exerci.e'of Powers Agre=ent . _ 1YTD :Fee.. for Traffic Mj~gatìon - Pal'elJof22 ~ April 24 1998 .__ __ __.__ v.__.. _.._ -- ,. - _.,~,~.. --------- -. .. --- -.---. ------. . .. ,.. .-.--,-.--- - . un. _ ._. ,. n. .__._. _ ,.._ _. . _ _ _ . I? " ? . . /·7 r· :/ ) . City of Dublin City of Pkasanton 1. Southe:rIy e:\'tension 1. Southerly e:\'tension of 1-580lHacienda of r-5801H0pyard N.B. Bridge $5 I ,000 N.B. Blidge $I15,OOO 2. Needed project right- 2. 1-5801H0pyard of-way (Enea Property) Interchange $552,500 Landscaping $220,000 3. Improvements to 3, Southerly e:\'tension Dublin Boulevard of 1-580lHacienda $150.000 N.B. Blidge $51,000 4. Needed project light- of-way (Rosewood Dlive) $43.416 Total Total $429,416 $753,500 . Additional contlibutions by these or other Parties for the 580/680 interchange project prior to the Fee Effective Date which are found by the ACT A Board to meet its "Policy on Jœirnbun;ement or Credit" (Exhibit B) will also be entitled to reirnbW'Sement pun;uant to this subsection (d). All such contributions will be credited by ACTA against such Parties' obligations. For example, the contributions by Dublin and Pleasanton through Aplil 16, 1998,'vill reduce those Parties' Local Match obligations by $753,500 and $429,416, respectively, and 'will reduce the total Local Match obligation to ACTA from $5,548,300 to $4,365,384. Thus, if the only contributions to the 580/680 rnterchange project prior to the Fee Effective. Date .are -the foregoing conuibutions by ... Dublin and plea santon, the total Local Match ()bligajjon . v.ilLbe met once ACTA ha~ l-eceived $4;365,38_4; - .' -.' '. '.' -~,~,~.-~.~..__: :~~_:~~~.~~._-~~~-,.:.,.~,~~~,,~~-=--~'~-- -..-- - n --- ..-. ...-. .- - Joint Exercise of Powers Agreement . ..:::-... __._; ·)':.l.LJle<:s fO~!~a~~.~ûgation'. ___: Pa~ 12 of 22 . April 24 19°8 __n_u___._ -- ------,~,~----- .- .-.- -,..~--_._~~'- --. -. - -.-., -. n ____ _._. --.-- -- .- ----- --.- ,_. ...- . ----.~. .- . - ,.-. ----- /1 .;: ;2J ;..-",' . .I e. Reimbursement for Pa;'ments Made After Fee EffectivE' Date. If a Party, after the Fee Effective Date, meets its obligation to ACTA for Local Match Funds for the 580/680 interchange project from any source other than TVTD Fee revenues, the Treasurer, upon written request by the Party and after ACTA has certified that it has received $5,548,300 (less any contlibutions by Parties subject to reimbursement pursuant to section 7.d), shall reimburse the Party for such contlibution, together with five percent annual simple interest calculated from the date of payment to ACTA Reimbur.;ement shall be frem TVTD Fee revenues only and shall be made only after the Treasurer has reimbursed any Parties fOJ'the contributions they made pJior to the Fee Effective Date, pur.;uant to Subsection (d) above. Section 8. TTan~poTtation Im;provement Projects The TJi-Valley Transportation Development Fee shall be used to fund all or a portion of the costs of the following projects: a, Impwvements to the I-5801I-680 interchange: constl-uct a southbound 1-680 to eastbound 1-580 flyover and associated improvements (not to e.,ceed $5,548,300) b. Impwvements to State Route 84 between 1-580 and 1-680 c. AuxiliaJ)' lanes along 1-680 from Diablo Road to Bollinger Canyon Road d. \Vest Dublio/Pleasanton BART Station e. 1-580 HOV lanes between Santa Rita Road and Greenville Road f. 1-680 HOV lanes from the State Route 84/I-680 interchange to the top of the Amador Grade ___ __..::..____~c_-_J:æprovements to the 1-5801Foothill Road/San Ramon Boulevard .interChänO'e-.---- --- .--------- .m_'____... ----- - -- . _,:, 0 ',__.: -:,.: -,:: -, -:-:_ h. __~..:'- Irnproyements_ t<:> 1.:?80!.fJcosta Boulevard interchange - . --- '_.' -,' - -'---_.,._._,--~_.._,._. .'.. . - ~---,-~'-_..~~- ~-~-_.,_.,~--~'.~--~~- --------- ------ ----.- - . . e .,---......---- -. -- . Joint E:«:rcise of Powen; Agreem<:nl_ DTD!wJor '!' r~ffiç Miti~til:m _ ___ ., ~-'. .------..-.--- '~~"..~---------- _ Page. 13 of 22_ . April 24 1998 ·_no ____ _.. --- .- .. -.---.- . - ____ ____ .. .__m_ _. - __. n. -..---- /i ,/ .-' / :....7 . 1. Crow Canyon Road safety improvement west of Bollinger Canyon Road J. Vasco Road safety improvements north of 1-580 vvithin Alameda County 1<. Express bus service in the Tri-Valley area Notwithstanding the foregoing, the TVTD Fee imposed and coIJected by the County of ContIa Costa shall not be used to fund the Projects specified in subsections (d) and (k) above. Section 9. Tn-Valley Transportation Development Fee Amount The initial Tli-ValleyTrans ortation Develo ment Fees shall be as follows: Land Use Type Fee Per Unit . Single Family Residential $1,500 Dwelling unit Multi Family Residential $1,050 Dwelling unit Office $1.00 Square foot of gross floor area Retail $1.00 Square foot of gross floor area Industrial $0.75 Square foot of gross floor area Other Uses $1,500 Average a.mJp.m. peal<.. hour tlip* * Peak-how' trips will be determined from the latest revision to the Institute of Transportation Engineers' Trip Gmeration Manual or other rate schedule as agreed to by the TVrc. Notwithstanding the foregoing, the Parties may provide in their implementing ordinance or resolution that an applicant for a Land Use Entiùement who is dissatisfied with the number of peak-hour trips, as calculated by the Party, may appeal the determination to the Party's legislative body. If such"an appeal is granted by the Party, and the Party adjusts the number of pe.ak-hour trips, the Party shall have such decision ratified by five members of __" "_ n ". ___theT~qC."~sent"suGÌl_~ti£ication,-the Patty.shalLpaythe difference_ between " the ac"!ouaJ fee imposed and the fee sëtforth in tlUs Sectlon9"or the Party shall 4l".,u-- ~ ;;:-;;~.:a~P!ican=_~_a~ ~~!uII a~~~~of the f~e_~~~~~ë paid by th~ .... n. . "..-- Joint Exercise of Pow= Agr~=ent" _ n'TD hes for Tra~~Mitig".tion .--- ---- ~-_.- Page 14 of 22 April 24 1998 ----~-" ----- - -. - ----.-- " - -.--.- - ...~._-_.- --- -- --- . _n .....- ---.,.'", )0 Seçtion. 10. Effective Date of Fee The parties desire that the TriNalley Transportation Development Fee shall be effective in each jUlisdiction on the same date. Accordingly, each party shall time the adoption of its resolution o:r ordinance imposing the fee in such a manner that the fee shall be effective as of September 1, 1998 ("the Fee Effective Date"). Section. 1 L Strategk Expenditure Plan a. The initial Strategic EÀpenditure PIan C'SEP") is the 580/680 interchange project described in Section 8.a. b. The TVTC shall prepare and forward to each Party a draft SEP, wit1ùn six months of the Fee Effective Date. The SEP shall include project cost and revenue estimates for the TVTD Fee, a prioritization plan and a timeline for project delivery. It shall also include reasonable requirements for indemnification and insurance, as appropriate for individual projects, and may include requirements that Project Sponsors or other entities which cons'tI1.1ct any of the Projects defend and indemnify the Parties. The SEP may also include guidelines governing credit and/or :reimbursement for developer-cons'tI1.1cted Projects as authorized by, and consistent with, Section 15. Appropriate capital improvement procedu:res shall be reflected in the SEP. Any TVTD Fees retained by the parties and not tr.msrnitted to the Joint TVTD Fee Account shall also be reflected wit1ùn the SEP. c. The SEP must be reviewed and approved unanimously by all of the Parties. The SEP must be revíevlled at least once every two yeaTS by the TVTC. Each revision shall require unanimous approval by the TVTC. d., The TVTC shall consider the following criteriayvhen establishing the . ,- pnority of Transpoi1:ation Improvement Projects-in the SEP: ., . ., . - -... . ." - ... ..:=-=------=::= .~~~=-~ --=---=-~(i)-----=- -P-rojecLRëãdiriess;::ÄJ:,iliïy'Öf :Pi:ò_jeç:t:spon~9rS_tQ.!l1.P'Y~,g.~ctly. --- Joint Exercise ofPOwŒ: Agreement' TVTD Fees for Traffic Mitigation ..' .'. "- Page IS of 22 April 24 1008 --. ------...--- . -. . --- --- ---- ----_.,~- ---- ---- . , . - - --- ..--. - - .... ~. -- - - - ..- , 'j'7 '¿y . / e e e e e e~ J/ ./ $..7 r ~- to final design aDd construction, which could be represented by. among other things, completion of environmental documentation, inclusion of the project in the Regional Transport.ation Improvement Pro£1"am, preparation of plans, specifications and estimates. (ii) Project Funding: Ability of project to "leverage" other funding, eligibility of the project for e::-..1.emal funding, or commitment of e::-"Lemal funding. (ill) Project Effectiveness: Ability of the project. t.o address traffic congestion or safety problems. Section 12. Time of Payment The TVTD Fees shall be collected prior to the issuance of a building permit to the e.'\:tent pe:rmitted by law. ..-- Seçtion 13. Tri-ValJey Fee Adjustments a. Each Pa¡-ry shall include an automatic adjustment of the TvrD Fee as of March 1 of each year in its fee resolution or ordinance. The adjustment shall be based on the increase or decrease in the Engineering News-Record ConstIuction Cost Index for the San Francisco Bay kea for the period ending December 31 of the preceding calendar year. b. In addition to the automatic adjustment provided in the TVTD Fee, the Parties may agree to adjust the TVTD Fee to reflect revisions in the project list in the Tri-Valley Transportation Plan/Action Plan, program revenue, increases in land values over the inflationary increase or other factors. The amount of such adjustments shall be included in a written addendum to this Agreement that shall be apprõved-b);_ each_ Party and in ameIldm!"nts_ 9t each adopted fee . resoIÙtion ai' ordinance. Concerred' efforts shall be made to attract - - and obtain other funds from other- available revenue sou1-ceS for which :::0, ~ the-projectsaredigibIeo- --.--.- ". -. -.- - --- ___.._____n_ Page J 6 of ~2 April 24 1998 joint E.-œrdse of Powers Agreemrnt T\ TD Fees for Traffic Mitigation --- ------ _.__.__n. . _____.___ .----- '~-- -.- --. n___. ___ H- .... ..-----, , -'6 '7 'I. ",;(';;'j rcr"'j , Sedion 14. ðdministrative Costs e Up to one percent of the TVTD Fees received by the Treasurer may be used to cover the adminisrntive costs of the Party acting as the Treasurer and other costs associated with the TVTD Fee. Acceptable costs shall be specified in the SEP. Section 15. Credit or Reimbursement for Developer-Constmeted Projects The Parties shall provide in their implementing ordinance 01- resolution that a developer who constnlcts all or part of one of the Transportation Improvement Projects may be eligible for a credit or reimbursement, as provided herein. No credit shall be applied and no reimbursement shall be made until the Parties have been fully reimbursed pursuant to Section 7(d) and (e). a. Credit or Reimbursement for Project Funded in SEP. A developer may be eligible for a credit to be applied against payment of the TVTD Fee if the developer constnlcts all or a part of one of the Transportation Improvement Projects that is, at the time the developer enters into an agreement for construction of such project. included in the prioritization plan of the SEP as a project to be fUIlded. e A developer may be eligible for a reimbursement if the cost of constnlcting such a Transpol1.ation Improvement P1'Oject, or a part of such project. exceeds the amount of the TVTD Fee to be paid by the developer. The amount of reimbursement shall equal the difference between the cost of constru.cting all or a part of the Transpo1la-tion Improvement Project and the TVTD Fee for the development project.. Reimbursement shall be from TVTD Fee revenues amy, and the right to reimbursement shall ter.rrùnate· ten years from the date the developer entered into the agreement for constnlction of the project. . The amount of the credit, or the credit and reimbursement togethe1-, _~:_ shall he'in..an.amcnmtequal to. the cost of the-Transportation -_ Improvements Project or portion thereof, as set fOl1:b. in the SEP, and . ..... ~ shall be calcUlated by the Public W örks Director or City Engineer of _ __~_.----; _--:·__c. c.: .:_ thePäriY granting the credit"(and-approved by the"TVTC Teclw.ical ---.. -- . .. ~~- .-=-. --~A?;>isõrý-ë::omniitteer-The'él~dit, Or- t£ë:Úedit añd-rem-¡buñ;ement-- - - --e Joint Ex~rcis'- of P()'",~rs Ag;-e=""t TVTD F~es for Traffic Wl.Îtigation ----.... . ..----. --- --- --- . . n _ . - ----- - - - - - -- Page 17 of 22 Apri1 24 19>'8 -. -- - . ---- ~ .- ....-.- - - ~, --..- - . . .__ ~ n _ .- -~ -- -. -. .,- .. -.- -.-- -- - -.-- --- "''';;: /y' ), '1 v/,/ . together, shall be calculated at the time the developer e:nters into an agreement for construction of the T ransportatio:n Improvement Project a:nd posts bonds. The credit shall be granted at the same time. Once calculated, the amount of reimb=eme:nt shall :not increase for inflatio:n nor shall it accrue interest. . b. Reimbursement for Projects Not Funded in SEP. If a developer co:nstn.lcts all or a part of a T ra:nsportation Improvement Project that is not, at time the developer enters into an agreement for construction of such project, included in the prioritization plan of the SEP as a project to be funded, the developer may be eligible for be reimbursement from the Treasurer, provided that the SEP is subsequently revised to include the improvement in the prioritization plan as a project to be funded. In such event, the amount of reimbursement shall be calcula ted by the Public Works Dh-ector or City Engineer of the Party in which the development is located (and approved by the TVfC Technical J\dvisol)' Conunittee) and shall be equal to the cost of the project or portion thereof, as set forth in the SEP. The amount of the reimbursement shall be calculated when the developer enters into an agreement for constIuction of the T nmsportation Improvement Project and posts bonds. O:nce calculated, the amount of reimbursement shall not increase for inflation nor shall it accrue interest. Reimbursement shall be from TVTD Fee revenues oruy, and the right to reimbursement shall terminate ten years from the date the developer entered into the agreement for constIuctiO:n of the project. Section I6. Amendments This Agreement may be amended at any time by an amendment mutually executed by the Cities and Counties. Such amendme:nts shall be approved by the governing board or council of each Party. - _.. __ _~ ___ __._ ,n. Section 17. __ "C- I:ilterpretati6n of Ab'eement~-:- -.- - .- _ - l\"othing in this Äg'Teement shall be constIued to' hold a~y Party liable to any other __ _ _ ~__: -: P.ai-r:y, 6iariyperson ~ota-pariY hereto, for the desigri,conStIuction, installation, -_~ --::-mspectíön, operation, maIntenance-iricI7Oí-Tëp"ãil--oTaII)' oJ ilie TIiIi.-špõrtatlon -- 10int Eoærcise of Powers Agr<:ement . ~ 'D'TD F~es for T raffie Mitigation- ..-. ---- - Page 18 of2'!. April 24 1,,>,8 _ --.--.-. ------ . --.-. .-- .---.-. -. - -. - ,.. ,. .. .- -.-..' -- - ------- . --- . .-. -.. --.. _. ___ __ ____no __._u . ... ,._.n __. __ __.._._. .--.- __no ........ .....---- .-...- -...--..-...--.-.-".-..'... - ;1 tj l' -~ '7 Improvement Projects because the first Party collected TVTD Fees that were used e for the design, construction, installation, inspection, operation, maintenance and/or repail- of any Transportation Improvement Project.. This Agreement is designed to implement Ùle subvention or disbursement of public funds from one public agency to anoÙler and accordingly is not an agreement as defined in Government Code §895. A Pa¡1:y is not liable to another Party for Ùle inadvertent failure or legal inability to collect a TVTD Fee. Section 18. Term of Agreement This 1\,CTTeement shall remain in effect from Ùle Effective Date in the opening paragraph until the Projects listed in Section 8 have been fully constructed and/or acquired. The TVTD Fee to be adopted by the Parties shall æmain in effect until the Transportation ImprovemeT!t Projects aæ fully constructed and/or acquired. Section 19. Attorneys' Fees . If legal action is necessary to enforce this agreement, Ùle prevailing Party is entitled to reasonable court costs and attorneys' fees against the Party found to have breached Ùle agreement.. Section 20. Powers The power.; of this Agreement shall be exercised subject to the restrictions upon the e.;,:ercising of 5\lch powers by the Treasurer, as provided iT! §6509 of the Government Code. Section 21. Sole Agreement --- .. ._.~ This_ Agreementis~the..s01e agrec=enJ o~ th<;:Subjeci m~tter$of this Agreement .. DetWeen _the paJ'ti~s:: ... ..... _ . .. . . -. .. - .,.. . ~,-- ---.. --- -~ - - -~,.._---- -~- --~-_.,.- -, ~-_._--- . ------....-- ~-- ---...-.. - -- . Joint E,xlOTcioo of Powers Agreement .' _ T\TD :r:e~5 for T raffie Wlitigation .._--~- --.. Page 19 of 22 April 24 199B ___~.J_"_ -. -- ~---,~,. - --"""'7"""- ,--- ...-.--- ----- -- . - -.-.. - _.n ____.. .. __._ _ '1 é ./~ éf CT'} -' ') -~ L e Section 22, No A,rency or Entity Created By entering into this Agreement, the Pal1ies are not creating a separate agency 01- enùt:V. , Section 23. SiV1atures This Agreement may be signed in counterparts with the signatW'e pages attached to fOlID a complete document. .APPROVED BY: COUNTY OF CONTRA COSTA e By: Its: Attest: Clerk of the Board of Supervisors COUNTY OF ALAMEDA B\': Its: Attest: Clerk of the Board of Supervisors n_ _ ._..... -.- ._-,~.,_..._- ..-. - Au u - .-"'" ,_ ___-,._'-- __,___J___ -. . - ...'---_. - - ~ -- -- --- -- - _._,-~ -'~-- ..- ---.-. - -. - ....." --...- _. _~___,,__'_. n___.. '~_",:::.,,__._._ "~,_:-.-:-'" -:-.__~---;~- ] oint bercis~ of PO,","'J'S Agr~~ment TVTD F~~ for Traffic J\.1ilÎgalÎon ..- .--.....'-' -.. Page 20 of 22 Apri1 24 1998 .-,--.-----. -. -- - ---.-. u -~'---_. .,_. -- .-. ---- ... CITY OF S.A.N RAMON By: Its: Auest: Citv Oerk " TOWN OF D.A.NVILLE B'\': Its: Attest: T O'Wr\ Oerk CITY OF DUBLIN B'\': " Its: j\u.est: City Oerk CITY OF LIVERMORE B'\': Its: -..---. - -- il.uest: Citv "Oerk ~ - - _. ... .. "'__ - , 'u. .-.- ,.._-----,-,~'. - ._~"-"-"- -' --.--.. -. . - -.- -- ..-- . . -~. - .-- .^". - -...,...~- -~,~-- -'.--' - ._-,~ . ---. -_."-- ~-- -'--- _n n_ _." __.__.. ..-. -. .~_ _ '- "loint E.,-:erci'e of Powers Agreement . _. _'.. ~__T-'::rD Fees for Traffic}v!itigation . :='".'- -.-'=: ..,~"-=..- '-'~-.7:." .-- .-.:::-....:.":-==-----" ---==-==:-;~--. --'--- _.n ".._... _ . --,- . - _ _,,-,:,.._.__~VY ...__ u. _ _ J .'_u Jb :?,';2} / e e .. .- . . ~,_, __ _..0.' _ ._ Pa~ 21 of 22 April 24 1998 . . CIlY OF PLEASANTON By: Its: Attest: City Oerk . --. -- ._.~ --~._--~~~- - ._____.____ __A. _ ___. -. - - --. - - ~-"- -.". --- .~..- ~ ----~-~ ~ ~. .. . -, -. -- - ---.. - .,- .:~;:~~~~i1~\NL~R5'f~ ~4\05(MGRE=Y9~:~:rDFWA423 ... ,-------.....:.-. . ~ .-.. - - _.:...-~ ..-. ---..- p,; " 1'; 1- r:J ,/-. ) Page 22 of 22 April 24 19SJ.8 J oint Exercise of Powers Agreement __ _ ___--'-____ nJ.p_F~es_-for Traffic:tv1itigation -- - ----~~~ ~---- ~--~-~_. .- ._--~. - - - -_.~.~- - - ~ --. ----. ---~ - -..'- ..,--- .. -.- ..- _.~, . ~ - - . _n _ .~ "_" _ . /} (/ --: [;-; r f) -J . JOINT EXERCISE OF POWERS AGREEMENT PERTAINING TO Tri- Valley Trallsportatiol1 Developll1ellt Fees for Traffic Mitigatioll . BY AND AMONG The County of Alameda, The County of Contra Costa, The City of Dublin, The City of Livermore, The City of Pleasanton, The City of San Ramon, And ~- :-=--,-:---=--:--=~~ :::--=~,--:-_ -='::'::-~~_-'->---- The-To:vvn:of Danyilli"- -,-----:-"--:.:..- - '- .. -- ~'"." - -.. ~ -- -~~ - ---- -,_._~._~~_._-_._~. - ' .~. .. - --. -. ._- - ~ ----~ -..-- -- - - - -,--- -- - - -" --- - -' - --" '-. - ' , - - . ~ - -~:,-~:--t ,:::~:~'~~~~.:~~~::-;~-~:--_~:- ,- '~--~" -- -,=~~ -. --,.':- ----- :,~~~~. :-~-~=-~-: ~0~~(~>" ':~;-=~ -:-~ ),--~:~--~' ~.~:'_ ~~--:o:,E~:.~-~=-'-;~i :~~.,,~.. :~~~- -- _ .__ ____.__.. ..._-=--.. _r. ".__ __ __... .___ -~- - -- _.,~ - - --- .. --- -~- - - - ._-~ " .. ~,--.. . -.-..... ..-- .. - -- . ~~._~. _.~. ,-.-.. .~- c79 ,,/ "1 ~'r\ .7 ./ ....p - K . C'¡I ..... j 11 ... '" ... .... Q i;J . ~ s '" '-< . ~ ..:. .. 'e,¡ ~ ¡;;¡ ... ! ~ ..... -< :: .... ~ J 0 :: ~ C'¡I . ~ u ~ - .- [ , 'Q ,Q ~ !""'A-. .- ç;<¡; .::= ... >< ~ r=1 i 8 .. 1 i S~II J'I)(Iquln Coul,ty . ;; ~ . Alameda County :: .8 5-;:. H '!:~ ... n ".. 11 . H , ---............... ----"""". \ / ~ .....~....~ § ~~ "'-.-, ~ . . ~ . ....\ t o Õ ~ ~ ! e '\ ',---- -Ò/"-_ '- .., ¡'".:,C:C-:~"<.",~' A L:.,,, cC· ·.c_'"""~· '" ~ "'. f"e 14 t;ue/llu¡r