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HomeMy WebLinkAbout17 TUST LEGACY FAIR SHARE ANALYSIS 09-02-08Agenda Item ~ 7 <~~. ~~, ~ Reviewed: .E ~. ~~ ~~ ~ AGENDA REPORT city Manager .~. ' ~. ~ . - ~>.:- Finance Director N/A MEETING DATE: SEPTEMBER 2, 2008 TO: WILLIAM A. HUSTON, CITY MANAGER FROM: REDEVELOPMENT AGENCY & PUBLIC WORKS DEPARTMENT SUBJECT: 2007 TUSTIN LEGACY BACKBONE INFRASTRUCTURE PROGRAM FAIR SHARE ANALYSIS UPDATE SUMMARY A 2007 updated analysis has been completed of the fair share contributions required of development areas at Tustin Legacy to finance public facilities needed to serve new development. RECOMMENDATION It is recommended that the City Council review and approve the 2007 Tustin Legacy Backbone Infrastructure Program Fair Share Analysis and instruct City Staff to utilize the fair share allocations for specific development areas pursuant to required Final EIS/EIR mitigation for development at Tustin Legacy, contractual agreements with developers at Tustin Legacy, conditions of entitlement approval for specific development projects at Tustin Legacy in both Tustin and Irvine and in any and all property negotiations for disposition by the City of property at Tustin Legacy. FISCAL IMPACT The Tustin Legacy Backbone Infrastructure Fair Share Analysis assists in financing public facilities and Final EIS/EIR mitigation for Tustin Legacy project and as needed to serve development at Tustin Legacy. BACKGROUND Based on the Final EIS/EIR for the Disposal and Reuse of the former MCAS Tustin, it was determined that private developments would create the need for certain backbone infrastructure located both on and off the site, including Tustin Legacy roadway improvements, traffic and circulation mitigation, domestic and reclaimed water, sewer telemetry, storm drains and flood control channels retention and detention systems, and utility backbone systems (electricity, gas, telephone, cable, telecommunications, etc.). The City acted as the lead agency for both Tustin and Irvine in preparation of the Final City Council Report 2007 Tustin Legacy Backbone Infrastructure Fair Share Analysis Update September 2, 2008 Page 2 EIS/EIR and both agencies certified the document for their use. Provisions of the Final EIS/EIR required all private developments to enter into an agreement to establish on a pro-rated or fair-share basis a development area's required construction obligation or financial contribution toward the Tustin Legacy Backbone Infrastructure Program. In January 2001, the City originally produced estimates of Tustin Legacy Fair Share Contributions for development areas at Tustin Legacy. These estimates were refined in 2006 to account for changes in the MCAS Tustin Land Use Plan and the escalation in construction costs. In April 2006, the City Council reviewed and approved the 2006 Tustin Legacy Backbone Infrastructure Program Fair Share Analysis. It was indicated that the Tustin Legacy Backbone Infrastructure Program would continue to be updated on an annual or as-needed basis until completion of the entire Tustin Legacy Backbone Infrastructure Program. Since the City also retains ownership of a large portion of the development area and had to move forward on projects such as the WL Homes (John Laing) Tustin Field I and II projects and the Vestar/Kimco, L.P. (Vestar) project due to significant financial considerations, contractual obligations on each of these sites resulted in the City establishing the fair share obligations for these development project sites earlier, and transferring a portion of the increase in obligations for Fair Share contributions to the master developer footprint portion of Tustin Legacy. No portion of such transfer of obligations has been imposed on properties purchased from the federal government by Marble Mountain Partners, LLP (MMP) and entitled in both Irvine and Tustin. In addition, the Tustin Legacy Backbone Infrastructure Program Fair Share Analysis also credits the John Laing, MMPs and Vestar sites for certain contributions these development projects have either contractually committed to, or are required to make, towards Tustin Legacy Backbone Infrastructure improvements, such as Quimby Act park fees or contributions being made to the Tustin Library Project. The attached report from Taussig & Associates provides a complete summary of 2007 facility costs, Fair Share contribution amounts and demographic assumptions used in the analysis including a description of the Fair Share calculation tables and methodologies. The Public Works Department has worked diligently throughout 2007 to update all facility costs for completed Tustin Legacy Backbone Infrastructure and infrastructure still to be built. In addition, all construction cost updates were reviewed by an outside development consultant, Developer's Research. As indicated in the Taussig report, the Tustin Legacy Backbone Infrastructure Program will fund a total of City Council Report 2007 Tustin Legacy Backbone Infrastructure Fair Share Analysis Update September 2, 2008 Page 3 $407,478,930 in transportation, drainage, dry utilities, park and open space, library and fire facilities. Based on the report, the following are the proposed Fair Share contributions for individual development areas as compared to the last updates in 2006: Comparisons of Tustin Legacy Backbone Infrastructure Fair Share Contribution Development Sites April 3, 2006 Columbus Square (MMP) 28,421,173 Columbus Grove (MMP) 18,962,850 Irvine Parcel (MMP) 13,097,210 2007 Increase 31,741,542 3,320,369 20,951,899 1,988,049 14,560,774 1,463,564 Subtotal: 60,481,233 Tustin Field (WL Homes) 9,733,437 District/Vestar -Kimco 36,330,000 Master Developer (Shea Properties II) 227,984,805 Others (private developments) TBD Developer Fair Shares 334,529,476 Other Financing (quimby park fees paid, library contributions, Tustin Ranch Road Irvine Co. Agreement, etc). 13,907,409 Total Infrastructure Cost: 348,436,885 Note: a few of the subtotals and totals may not total due to rounding 67,254,215 9,733,437 36,330,000 280,014,435 TBD 393,332,086 6,772,982 See Full Report- See Full Report 52,029,630 58,802,610 14,146,844 239,435 407,478,930 59,042,045 City Council Report 2007 Tustin Legacy Backbone Infrastructure Fair Share Analysis Update September 2, 2008 Page 4 Under the terms of Tustin Legacy entitlement conditions, Disposition and Development Agreement and other agreements between the City and John Laing Homes and Vestar, the Cooperative Agreement between the City and MMP (Marble Mountain Partners) and the Disposition and Development Agreement for the Master Development Site with Shea Properties II, and for all future development sites that may have privatized elements (i.e., potentially proposed County Regional Park site and IRG proposal and proposed ATEP Camelot proposal) the City will utilize the Tustin Legacy Backbone Infrastructure Fair Share Program and similar analysis as the basis for redistributing or establishing new development Fair Share contributions required on each site towards the Tustin Legacy Backbone Infrastructure Program, as it is updated on an annual or as-needed basis. In addition to Fair Share contributions established by the Fair Share Analysis, the financing of the Tustin Legacy Backbone Infrastructure Program also includes other funding contributions made by developers pursuant to any entitlement conditions or any voluntary contributions towards the Tustin Legacy Backbone Infrastructure Program made by a developer (for instance, John Laing Homes has paid a $1,969,718 Quimby Act park fee and has made a $1,000,000 library project contribution; Vestar is making a $1,082,000 library project contribution), escalation of costs for improvements likely to be constructed by TLCP, and other funding sources. The Fair Share Analysis, however, is really an identified funding obligation required by each development site and does not define actual responsibilities for construction of Tustin Backbone Infrastructure improvements. The assignment of construction responsibilities would occur pursuant to either entitlement conditions, CFD Advance Reimbursement agreements, Disposition and Development Agreements, or other funding agreements entered into with each developer. The program would permit developers to obtain a credit or reimbursement of their fair share obligation towards the Tustin Legacy Backbone Infrastructure Program where such credits and reimbursements are warranted and appropriate as approved by City staff. The criteria for obtaining credits/reimbursements would be the presence of an agreement between a developer and the City which ensures a developer's funding of a Tustin Legacy Backbone Infrastructure Program listed improvement or any additions to the approved Tustin Legacy Backbone Infrastructure Program list approved by the City (an example is the Vestar Infrastructure Construction and Payment Agreement approved by the City Council in conjunction with the Vestar escrow closing). If approved by the City, fee credit/reimbursement should equal the most current cost City Council Report 2007 Tustin Legacy Backbone Infrastructure Fair Share Analysis Update September 2, 2008 Page 5 estimate of the infrastructure item (as defined by annual cost review or other recent evaluation of cost), regardless of cost to construct. Any reimbursements would be provided only as funds become available and should not compromise the implementation schedule of priority Tustin Legacy Backbone Infrastructure Program improvements already funded or programmed to take place in the short range (i.e. within a three year time frame). It has been the intent of the Tustin Legacy Backbone Infrastructure Program Fair Share Analysis to provide an essential nexus between the imposition of the Fair Share contribution towards the Tustin Legacy Backbone Infrastructure program and a legitimate governmental interest (as stated in the Final EIS/EIR). It has been determined that the Fair Share contributions as estimated are roughly proportionate to and reasonably related to the impacts that are assumed to be caused by development at Tustin Legacy. The Fair Share Analysis is also consistent and complies with the Cooperative Agreement between the City and Marble Mountain Partners dated February 7, 2005 and the Agreement between the City and the Department of the Navy for the Conveyance of a Portion of the former Marine Corps Air Station Tustin dated May 10, 2005 (the "Conveyance Agreement") which requires that the City treat the buyer of Government parcels at Tustin Legacy (Marble Mountain Partners) in the same manner as other purchasers of property at Tustin Legacy. It is the intention to use the 2007 Fair Share Analysis update and any future updates in imposing required environmental mitigation required by the FEIS/EIR for development at Tustin Legacy and for also negotiating remaining agreements for Tustin Legacy development. In the event such agreements become difficult to finalize, City staff may need to return with a required AB 1600 (Government Code Section 66000 (c)) fee implementation program for further City Council consideration. Staff has provided a copy of the Updated 2007 Fair Share Analysis as well as extensive background information on the escalations in the Tustin Legacy Backbone Infrastructure Program to the major developers that would experience the obligations for additional Fair Share increases (both Shea Properties, II and Marble Mountain Partners as directed to Lennar Homes). City Council Report 2007 Tustin Legacy Backbone Infrastructure Fair Share Analysis Update September 2, 2008 Page 6 Christine A. Shingleton Assistant City Manage ,/ -CSC ~~~~:~~"y Tim Serlet Public Works Director S:\RDA\CC report\AgendaReport 9-2-08 Fair Share Contribution.doc Attachment Public Finance and Urban Economics 1301 Dove Street, Suite h00 Tel (949) 955-15(10 ~'c wport Beach, CA 92660 Fax (949} 955-1590 nrvvw. to ussi,~. com MEMORANDUM To: Christine Shingleton, Assistant City Manager From: Steve Runk Date: June 12, 2008 Re: Tustin Legacy Fair Share Analysis Transmitted herewith are the preliminary results of the analysis undertaken by David Taussig & Associates, Inc. ("DTA") to update the fair share contribution for each development area necessary to finance public facilities needed to serve new development resulting from the Tustin Legacy Development Plan (the "Tustin Legacy Plan") as identified by the City of Tustin (the "City"). The previous study was completed in March, 2006. Increased construction costs over the last two years have caused the City of Tustin to adjust the facility cost estimates. The updated costs are contained in a City provided spreadsheet titled "Tustin Legacy Master Infrastructure- Backbone Improvements Cost Estimate, Version 6.0", which serves as the Needs List in this update. This memorandum presents the results of our analysis and is organized as follows: • Background • Legal Basis • Facility Costs • Demographic Assumptions Used in the Analysis • Description of Fair Share Calculation Tables and Methodology • Fair Share Contribution Amounts by Planning Area • Appendices Facilities and Costs Demographics Allocation Calculations Cost Allocations by Planning Area Trip Generation Rates David Taussig and Associates, Inc. Page 2 I. BACKGROUND Based on the final EIS/EIR for the Disposal and Re-use of the former MCAS-Tustin site, it was determined that development at the former base would contribute to the need for certain backbone infrastructure located both on the site and off the site, including Tustin Legacy roadway improvements, traffic and circulation mitigation, domestic and reclaimed water, sewer telemetry, storm drains and flood control channels, retention and detention systems, and utility backbone systems (electricity, gas, cable ,telecommunications, etc.). The City of Tustin ("City") acted as the lead agency for both City and the City of Irvine in preparation of the Final EIS/EIR and both agencies certified the document for their use. Provisions of the Final EIS/EIR required all applicants for private development to enter into an agreement to establish on a pro-rated or fair-share basis each development area's required construction obligation or financial contribution toward development of the Tustin Legacy Backbone Infrastructure. The City originally produced in January of 2001 estimates of Tustin Legacy Fair Share contributions with respect to development areas at Tustin Legacy. These estimates were further refined to account for changes in the MCAS Tustin Land Use Plan. Staff was directed by the Tustin City Council in November of 2004 to complete the study (i.e., elimination of the golf course and replacement with open space) and also include costs associated with new flood control and water quality requirements, other environmental mitigation requirements related to the development at the former MCAS-Tustin, and the escalation in construction costs since 2000. In March of 2006 DTA submitted a Memorandum titled "Tustin Legacy Fair Share Analysis" which provided a complete summary of facility costs, fair share contribution amounts and demographic assumptions used in the consultants analysis, including a description of the fair share calculations tables and methodologies, and a list of the Tustin Legacy Backbone Infrastructure Fair Share Program. Since the City also retains ownership of a large portion of the development area and had to move forward on projects such as the WL Homes (John Laing) Tustin Field I and II projects and the Vestar/Kimco, L.P. (Vestar) project due to significant financial considerations, contractual obligations on each of these development sites resulted in the City previously establishing fair- share obligations for the development sites and transforming a portion of the increase in obligations for fair-share contributions to the master developer footprint portion of the Tustin Legacy Project. No portion of such transfer of obligations has been imposed on properties purchased from the federal government by Marble Mountain Partners, LLP ("MMP") and entitled in both Irvine and Tustin. In addition, the adjusted Tustin Legacy Backbone Infrastructure Fair Share Analysis credits the John Laing, MMP and Vestar development sites for certain contributions these development projects have either contractually committed to or are required to make towards Tustin Legacy Backbone Infrastructure Improvements, such as Quimby Act park fees being paid, or contributions being made to the Tustin Library Project. David Taussig and Associates, Inc. Page 3 The purpose of this memorandum is to update the fair share allocations to the various development partners to reflect the escalated cost estimates. All demographic assumptions and allocation methodologies remain unchanged. II. LEGAL JUSTIFICATION Prior to World War II, development in California was held responsible for very little of the cost of public infrastructure. Public improvements were financed primarily through jurisdictional general funds and utility charges. It was not uncommon during this period for speculators to subdivide tracts of land without providing any public improvements, expecting the closest city to eventually annex a project and provide public improvements and services. However, starting in the late 1940s, the use of impact fees grew with the increased planning and regulation of new development. During the 1960s and 1970s, the California Courts broadened the right of local government to impose fees on developers for public improvements that were not located on project sites. More recently, with the passage of Proposition 13, the limits on general revenues for new infrastructure have resulted in new development being held responsible for a greater share of public improvements, and both the use and levels of impact fees have grown substantially. Higher fee levels were undoubtedly driven in part by a need to offset the decline in funds for infrastructure development from other sources. Spending on public facilities at all levels of government was $161 per capita in 1965, but it had fallen by almost fifty percent to less than $87 per capita by 1984 (measured in constant dollars). The levy of impact fees is one authorized method of financing the public facilities necessary to mitigate the impacts of new development, as the levy of such fees provides funding to maintain an agency's service standard required for an increased service population. A fee is "a monetary exaction, other than a tax or special assessment, which is charged by a local agency to the applicant in connection with approval of a development project for the purpose of defraying all or a portion of the cost of public facilities related to the development project..." (California Government Code, Section 66000). A fee may be levied for each type of capital improvement required for new development, with the payment of the fee occurring prior to the beginning of construction of a dwelling unit or non-residential building (or prior to the expansion of existing buildings of these types). Fees are often levied at final map recordation, issuance of a certificate of occupancy, or more commonly, at building permit issuance. The City has identified the need to impose impact fees to pay for transportation, drainage, dry utilities, park and open space, library and fire facilities. A detailed list of required public facilities (the "Needs List") is contained within Section III herein. The fees presented in this study will finance facilities on the Needs List at levels identified by the City as appropriate to mitigate the impacts of new development. Upon the adoption of the Fee Study and required legal documents by the City Council, all new development will be required to pay its "fair share" of the cost of facilities on the Needs List through these fees. Assembly Bill ("AB") 1600, which created Section 66000 et. seq. of the Government Code, was enacted by the State of California in 1987. This Fee Study for the City is intended to meet the David Taussig and Associates, Inc. Page 4 nexus or benefit requirements of AB 1600, which mandates that there is a nexus between fees imposed, the use of the fees, and the development projects on which the fees are imposed. Furthermore, there must be a relationship between the amount of the fee and the cost of the improvements. To impose a fee as a condition for a development project, a public agency must do the following: • Identify the purpose of the fee. • Identify the use to which the fee is to be applied. If the use is financing public facilities, the facilities must be identified. • Determine how there is a reasonable relationship between the fee's use and the type of development project on which the fee is imposed. • Determine how there is a reasonable relationship between the need for a public facility and the type of development project on which the fee is being imposed. Addressing these items will enable an impact fee to meet the nexus and rough proportionality requirements established by Dolan versus City of Tigard and other court cases. These findings are discussed and the nexus test for each proposed fee element is presented in Section V. Current state financing and fee assessment requirements only allow new development to pay for its fair share of new facilities' costs. Any current deficiencies resulting from the needs of existing development must be funded through other sources. Therefore, a key element to establishing legal impact fees is to determine what share of the benefit or cost of a particular improvement can be equitably assigned to existing development, even if that improvement has not yet been constructed. By removing this factor, the true impact of new development can be assessed and equitable fees assigned. However, since this project is a complete re-use of the existing MCAS- Tustin Base, it is assumed that there is no existing development that generates impact on the infrastructure in this study, and all new infrastructure cost is assigned to new development. Purpose of the Fee (Government Code Section 66001(a)(1)) Population, housing, and employment estimates prepared for this project indicates that approximately 12,137 new residents will be living in approximately 4,621 new residential housing units in the next fifteen years (See Section IV, Table IV-A for a breakdown of housing units by land use and by jurisdiction). During that same time period, approximately 7,745,145 square feet of new commercial and industrial development are expected to generate approximately 20,264 new employees. ~ The future residents and employees will create an additional demand for transportation, drainage, dry utility, park and open space, library, and fire facilities that existing public facilities cannot accommodate. In order to accommodate new development in an orderly manner, while maintaining the current quality of life, the facilities identified in Section III will need to be constructed. ' Reference is made to Section IV for further information regarding the development projections. David Taussig and Associates, Inc. Page 5 It is the projected direct and cumulative effect of future development that has required this Fee Allocation Program. Each new development area will contribute to the need for new public facilities. Without future development the new public facilities would not be necessary. The impact fees will be used for the acquisition, installation, and construction of public facilities identified on the Needs Lists and other appropriate costs to mitigate the direct and cumulative impacts of new development at the former MCAS Tustin The Use to Which the Fee is to be Put (Government Code Section 66001(a)(2)) The fee will be used for the acquisition, installation, and construction of the public facilities identified on the Needs Lists, included in Section III of the Fee Study and other appropriate costs to mitigate the direct and cumulative impacts of new development at the former MCAS Tustin. The fee will provide a source of revenue to fund such facilities, which in turn will both preserve the quality of life and protect the health, safety, and welfare of the existing and future residents and employees. Determine That There is a Reasonable Relationship Between the Fee's Use and the Type of Development Project Upon Which the Fee is Imposed (Benefit Relationship) (Government Code Section 66001(a)(3)) The fees collected will be used for the construction of transportation, drainage, dry utilities, library, parks and open space and fire facilities to serve new development at the former MCAS Tustin, both within the City of Tustin and outside its jurisdictional boundaries. The type of development that will be paying these fees is new residential, commercial and industrial projects within the project to build out conditions. This expected development will generate new residents and employees that will increase the burden on existing infrastructure in the form of increased traffic, utility demand, drainage protection emergency response, and library and open space useage. In order to both maintain existing service standards and to construct new facilities at upgraded standards that meet City policy, the fees to be imposed on new development, as recommended in this Study, will insure that new development contributes it's fair share of funds to mitigate the impacts caused by such development. Determine How There is a Reasonable Relationship Between the Need for the Public Facility and the Type of Development Project Upon Which the Fee is Imposed (Impact Relationship) (Government Code Section 66001(a)(4)) As determined by technical analysis (such as traffic modeling) and City staff recommendations, the facilities to be financed are required to maintain service levels. These facilities are listed in Section III and correspond directly to the impact generated by new development. For example, the projected growth of residential homes ("dwelling units") and the growth of commercial and industrial leaseable space ("square feet") translate to additional traffic on city streets (average daily trips, or "ADT's"). In order to prevent congestion, streets need to be created or widened and signals installed. Likewise David Taussig and Associates, Inc. Page 6 this new growth generates new residents and employees, placing greater demand on emergency and community services facilities. The Relationship Between the Amount of the Fee and the Cost of the Public Facilities Attributable to the Development Upon Which the Fee is Imposed ("Rough Proportionality" Relationship) (Government Code 66001(a) This Study uses various methodologies to apportion the cost of new facilities to new development in proportion to the magnitude of the impacts that drive the need for the facilities. Fee amounts for the various land uses and the facility types are determined by apportioning costs according to their appropriate demand factors, such as equivalent dwelling units ("EDUs"), Equivalent Benefit Units ("EBUs), and traffic generation factors. Section V "Methodology and Fee Calculation", defines the various demand factors, describes the various methodologies for apportioning costs, and presents the calculations that justify the proposed fees for each facility group. Furthermore, DTA calculated separate fees for each land use designation within each facility group (ie., Parks, Fire Transportation, etc.). The land use designations used in this report are: Land Use Classification for Fee Stud Low Density Residential Medium Density Residential Medium High Density Residential Senior Housing Retail Commercial Office Commercial Hotel Senior Congregate Care Other -Health Club /Theater Industrial David Taussig and Associates, Inc. Page 7 III. SUMMARY OF FACILITIES COSTS The City identified various facilities that are needed to meet increased demand for services resulting from new development within the City limits as a result of the MCAS Tustin Reuse Plan and Specific Plan. These facilities are presented in Appendix 1, which lists each public facility expected to be fully or partially financed by each development area's fair share contribution. Appendix 1 is the facility list with updated cost estimates provided by the City, which reflects the increase in construction costs since the previous analysis provided by DTA in March, 2006. Appendix 3, Tables 3A through 3F show the specific facility items related to each facility group (transportation, drainage, parks, etc.). Table III-A summarizes the total facility cost for each facility type. Tables 3A through 3F as well as Table III-A reflect the updated cost estimates provided by the City, as shown in Appendix 1. The updated total cost of facility improvements needed to accommodate new development is $409.0 million. Table III-A Facility Cost Summary Facility Name Total Cost for Facilit Transportation Facilities $157,968,534 Drainage Facilities $127,813,819 Dry Utility Facilites $19,539,703 Park and Open Space Facilites $82,227,832 Library Facilities $12,889,900 Fire Faci-ities $5,488,855 Community Entry Signage $1,550,287 Total Facility Cost $407,478,930 David Taussig and Associates, Inc. Page 8 IV. DEMOGRAPHIC ASSUMPTIONS USED IN THIS ANALYSIS In order to determine the fair share allocation amounts as presented above, DTA projected future population and employment assuming current growth trends in housing, commercial, and industrial development extrapolated to build-out. Expected Development Assumptions DTA categorized developable residential land uses within the City's residential zones as Single Family or Multi-Family. Non-residential land uses within the City's commercial and industrial zones are categorized as Commercial or Industrial, respectively. Residential land use estimates are based on an estimate of the number of housing units projected to be built per entitlements consistent with the Specific Plan following modifications based upon granted entitlements and negotiations with each developer. DTA projected the number of future residents by multiplying the number of expected housing units by the estimated average household size of each residential land use type.2 Detailed summaries of the development assumptions may be found in Appendix 2, Tables 2A and 2B. Table IV-A Average Household Size and Total Number of Future Residents Expected Expected Total Average New New Total Residential Land Use Housing Housing Expected Household Residents Residents New Units in Units in Housing Size in Irvine in Tustin Residents Irvine Tustin Units (3) Low Density 166 1,284 1,450 3.35 556 4,301 4,858 Medium Density 243 1,227 1,470 2.73 663 3,350 4,013 Medium High Density 0 1,459 1,459 2.12 0 3,093 3,093 Senior Housing 0 242 242 2.12 0 513 513 Totals 409 4,212 4,621 1,219 11,257 12,477 Non-Residential land use estimates are based on the total gross acreage likely to be developed through build-out. The results of this analysis are summarized in Table IV-B below: z Average household sizes derived from City of Tustin General Plan. 3Does not include 192 future residents at Orange County Rescue Mission, which is not part of fair share analysis and is quasi-public David Taussig and Associates, Inc. Page 9 Table IV-B Non-Residential Gross Square Feet Non=Residential Use Gross S uare Feet Commercial 7,118,098 Industrial 627,047 Total: 7,745,145 Finally, DTA projected the number of future employees in the City by multiplying the expected Commercial and Industrial building square footage by employee density factors. Employee density factors were taken from SCAG report "Employment Density Study Summary Report", as footnoted. The results of the analysis and calculations are presented in Table IV-C below: Table IV-C Total Private Developable Non-Residential Area and Estimated Future Employees Associated With This Development Non-Residential Land Use Building Square Footage Square Feet per 2 Employee Employees per 1,000 SF Future Employees Commercial: Retail/Other Commercial 1,500,705 623 1.61 2,409 Office 5,023,399 324 3.09 15,504 Hotel 380,000 459 2.18 828 Senior Congregatge Care 158,994 459 2.18 346 Other-Health Club/Theater 55,000 623 1.61 88 Total Commercial 7,118,098 19,176 Average Employee per 1,000 SF Factor 2.69 Industrial: Light Industrial 627,047 576 1.74 1,089 Total Industrial 1,089 Totals 7,745,145 20,264 z Southern California Association of Governments, "Employment Density Study Summary Report", prepared by The Natelson Company, Inc., October 31, 2001. Employment density data for Hotel was taken from Table 2B ...Five County Region. Retail, Office and light Industrial were taken from Table 6B....Orange County. Health Club/Theater was assumed to be the same as Retail. Senior Congregate care was assumed to be the same as Hotel David Taussig and Associates, Inc. Page 10 V DESCRIPTION OF FAIR SHARE ALLOCATION CALCULATION TABLES AND METHODOLOGY Tables 3A through 3G in Appendix 3 show detailed calculations for each development area's fair share allocation amount for each facility type. Included below is a brief summary of the methodology utilized to calculate each development area's fair share contribution necessary to fund the total cost of infrastructure. Transportation Facilities Analysis (Table 3A, Appendix 3): Table 3A in Appendix 3 describes the apportionment of transportation facilities costs for each land use. Roads, bridges, traffic signals, and traffic mitigation facilities benefit residents and employees in providing safe and efficient vehicular access to properties. It has been well documented by transportation engineers that different land uses generate trips at different rates. Therefore, road, bridges, traffic signals, and traffic mitigation facilities costs are apportioned on the basis of average daily trip ("ADT") generation factors. A traffic study performed by Austin Faust & Assoc. calculated ADT's by land use category and by Development Area. The total cost of transportation facilities, less a $4.5 million contribution from the Irvine Company for Tustin Ranch Road improvements and a $195,000 contribution from the City of Irvine for intersection improvements at Tustin Ranch Road and Walnut Avenue, was then allocated to each Development Area in proportion to percentage of total ADT's generated by each Development Area. Drainage Facilities Analysis (Table 3B, Appendix 3): Table 3B describes the apportionment of drainage costs. The methodology used to allocate drainage costs to future development is relative runoff contribution. The Rational Method for computing runoff rates was used in the form of Q = C x I x A where "Q" is equal to runoff volume, "C" is the ratio of impervious area to total area studied, "I" is rainfall intensity and "A" is Area, in acres of the City. A runoff factor, "C" of 1.00, indicates a totally impervious site, where every drop of rain would find its way to the public streets as run-off. Only the relative contribution of runoff between land uses needs to be considered. Thus, the "unit runoff ', or runoff per storm intensity (Q/I) can be computed using only the runoff factor and acreage data. Again, relative runoff among the various land uses can be computed, indexed to a single family detached residential unit = 1.0. These runoff factors were then applied to the demographic data to determine cost per run-off and corresponding fees. Table 3B shows the calculations for run- off factor multiplied by acreage for the various land uses, as well as a summation of total unit runoff. Dry Utilities Facilities Analysis (Table 3C, Appendix 3): Table 3C describes the apportionment of dry utility costs allocated to various Development Areas by net acreage, based on the assumption that utility demand is uniform across all Development areas. The allocated costs per acre was then multiplied by the net acreage for each Development Area to determine the fair share responsibility for each area. Park Facilities Analysis (Table 3D, Appendix 3): David Taussig and Associates, Inc. Page 11 Table 3D presents the apportionment of park facilities, which are assigned to both residential and non-residential development. Since the use of park facilities is generally limited to daytime hours, it is reasonable to assume that anon-working resident has a greater number of available hours for potential use per week than a working resident or local employee. In order to equitably allocate the costs between existing residents, availability of use is measured in term of equivalent benefit units or (EBUs), with one (1) EBU representing the potential recreation usage of a single- family detached residential unit. EBUs for park facilities are a function of the number of hours potentially available for use of the park facilities. As calculated in Table 3D one EBU represents 196 potential hours available for recreation use per single family detached household. Fee amounts for park facilities associated with this component are calculated for residential and non-residential land uses as detailed in this table. Library and Civic Center Facilities Analysis (Table 3E, Appendix 3): Table 3E presents the fair share apportionment of library and civic center facility costs. All of the facilities are sized to serve future residents and employees. Section I identifies the total number of Equivalent Dwelling Units ("EDUs") generated by future residents and employees. An EDU is a means of quantifying different land uses in terms of their relative equivalence to a residential dwelling unit, where equivalence is measured in terms of the level of potential infrastructure use or benefit derived by a specific land use for each type of public facility. Section II identifies the facility costs for the infrastructure that will be required for each facility type to be constructed through build-out. Section III apportions the fair share contribution to new development based on their proportionate share of EDUs for these specific facilities. Fire Facilities Analysis (Table 3F, Appendix 3): Table 3F describes the apportionment of each development area for both residential and non- residential land uses based on their proportionate share of the total fire calls received by the City of Tustin during Fiscal Year 2003-2004 for each type of land use. Community Entry Signage (Table 3G, Appendix 3) Table 3G uses the same methodology as Transportation Facilities to allocate facility costs to the various development areas. The rationale is based on the fact that benefits from entry Signage improvements accrue predominantly to motorists entering and leaving the area. Therefore an allocation based on average daily trips ("ADT's) is appropriate. The total ADT's identified in the Austin-Faust Traffic Study was used in the calculations, with the exception of the omission of ADT's generated in Development Area 5. Development Area 5 does not participate in the allocation because its geographical location is within the City of Irvine limits. Because the ADT data is different, separate allocation calculations are required, dictating that Community Entry Signage be treated as a separate facility category. David Taussig and Associates, Inc. Page 12 VI SUMMARY OF FAIR SHARE CONTRIBUTION AMOUNTS In order to finance the facilities identified in the Needs List, DTA calculated the fair share contribution amount for each development area through build-out. Table VI-A describes the total developer allocations by gross acreage based on each development area's fair share contribution excluding any previous contractual agreements as illustrated in Table VI-C, Section I. Table VI-B summarizes the net developer allocation per gross acreage reflecting any existing contractual agreements as described in Table IV-C Section II. Table VI-C summarizes developer allocations by gross acreage. Section I describes the fair share allocation for each development area per gross acreage. Section II identifies total infrastructure fair share cost by development area including the amount financed by other financing mechanisms. Section III shows total cost allocations to each Development Area by Facility Category. The columns at the right show developer fair share, other financing and total infrastructure costs. This table is a summary of detailed cost allocations shown in Appendix 4, Tables 4B thru 4G (Table 4A not used). All of these figures would apply for calendar years 2008 and 2009, and then would be subject to increase to reflect increasing land acquisition and construction costs within the City. Table VI-A Total Development Area Allocation Fair Share Contribution Per Gross Acreage Development 1&2 3&4 5 6 7 8 9 10 11 12 Area Total Developer Allocation Per $299,449 $240,826 $309,804 $276,183 $269,230 $626,386 $423,405 $298,007 $0 $475,547 Gross Acreage Table VI-B Total Development Area Allocation Net Fair Share Contribution Per Gross Acreage Development Area 1&2 3&4 5 6 7 8 9 10 11 12 Total Developer Allocation Per $299,449 $240,826 $309,804 $143,139 $296,763 $690,441 $466,703 $328,482 NA $324,375 Gross Acreage U ti U Q .~ qg 2 0 f V U U ~ ~ O W J J z ~ m F W Q F r w 0 ~~.r r N N n N ~ ~ O N N ~ O ~ 7 N ~ N ~ NM NW V fA f9 ~ ~ ~ ~ 0 0 0 0 0 0 0 0 0 <o co ~ w °p o o fD ~ ° o U o '? u i m 00 tD N o co f N N ~ N ~ ~ fA N fA fA ~ ~ ~ ~ O ~ (D N (O F O O N ~ a N fV N ~ N H9 V! fA ~ ~ N W fA Ih N b d ~ °' ~ a O) "' ~ o n O v i ~ u i N F N O N N r (V th N M to N w ~ ~ fA fH f9 t0 w O d O N N ! 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U~~ O~ y~ L d O 0 N ~ T~ O` U tO C 3 U ~ ~O N N N N N r 00 a a a A O N Q. ~ C o Y 0 C t0 aaaaaaaaaaaao' E,,a$~`a~Ey a a a a a a a a a ~ ~ v N n ,. v c ~iJi~ivviio~<ooi°~N$ao `paam y ~ cpp o dr m t0 ~ N N Np~ d d N N N N d° N N O ~ LL O U O N O~ ~ a a a d a a~ a~~~ ct» ~ U ~ n ~ c A v as ~ O N N N GI 0I N N N N OI N O .O• p C~ 7 ~_ ~X ~ ~ L y a a a a a a a n a Ea a a R E o y~~ m~ `w° ayi y y ~ 0 0 0 0 0 0 0 0 0 0 0« X~« (O ~~ d !O t` !_ N o d d d m d d d d d m m o v o o rn .. m a~i a~i a~i a~i a~i a~i a~i a~i a~i a~i a~i a~i c a .n c o d ~ ~ ' o ~ ~ ° O ^ ^ ^ ^ ^ ^ ^ ^ ^ ^ ^ p m o p ~ ^ ~ ^ ~ ~ ~ David Taussig and Associates, Inc. Page Al-1 APPENDIX 1 Facility List and Costs David Taussig and Associates, Inc. Page A 1-2 TUSTIN LEGACY FAIR SHARE ANALYSIS PUBLIC INFRASTRUCTURE NEEDS LIST THROUGH BUILDOUT Z ~ _ Description ~ ao ao ~ v~ Qn ~ o o U N ~ ~ rwow.- Roadwa t Brid a Im rovements 1 Kensin Ion Park West Connector -Incur orated into Item 7, Rear.,h 102) 2 Valenr.,ia N. Valencia Loa -Red Hill to Armstroni Incor orated inta Item 7, Reach 102 3 Valencia N. Valencia Loo ~ -Armstron to Kensin ton Park Wesl Connector) - Inrar orated into Item 7, R. - 4 Lansdowne Incor orated into Item 7, Reach 1D2 - 5 Edin er - 1400 Ft East of Redhill To East Connector Non-Backbone 6 Armstron -Barranca to Warner 3,433,878 7 Armsiro -Valencia N. Valencia Loo to Warner dnciuded Item 1, 2, 3 & 4 20,825,693 8 Brid a -Tustin Ranch -Valencia N. Valencia Loo to North end of Brid a includin Ram 23,582,062 9 Tustin Ranch Road -North end of Brid a to Walnut Incor orated into Item 8, Reach 140 9A Tustin Ranch Road I Walnut North East Corner Widenin 1,150,142 10 Seve ns Road 731,412 11 Valencia N. Valencia Loo -Kensin ton Park to Tustin Ranch 1,137,113 12 East Connector -Valencia N. Valencia Loo to West end of Bride 2,810,154 13 Brid a East Connector over Santa Ana Santa Fe Channel to Edin er 2,132,292 14 Moffett -North Loo to West end of Bride 2,323,341 15 Brid a -Moffett over Peters Can on Channel 3,693,373 16 Moffett East end of Brid e over Channel to Harvard and Bike Path t,824.D52 17 Sweet Shade Marble Mountain -Irvine CPD Fair Share) 341,688 18 Valencia N. Valencia Loo -Tustin Ranch to Moffett 5,795,629 19 North Loo -Moffett to Jamboree Ram Inco rated into Item 18 Reach 114 122 20 Park North Loo ) -Warner North to Jamboree Rarn ~ Inc;or orated into Item 21, Reach 151) - 21 Park South Loo ) -Warner North to Tustin Ranch 15.868,098 22 Warner -Redhill to Armstron Incor orated into Item 23, Reach 148 4,584,954 23 Warner-Armstron to Tustin Ranch 5,687,480 24 Warner -Tustin Ranch to Jarnboree Inaludin Ri ht of Wa Ac uisition 5.148,182 25 Tustin Ranch -Warner North- fo Barranca 6,538,706 26 Warner -Jamboree to Harvard Irvine CFD Fair Share 704,663 27 Redhill / D er Intersection Im rovemments 28 Tustin Ranch -Valencia N. Valencia Loo to Warner North Incor orated into Item 8, Reach 140 29 South Loo -Tustin Ranch to Armstron 4 Lanes 2,437,685 30 Jarnboree Ram -Jarnboree to Park 522,566 31 Barranca -Tustin Ranch Rd. to Redhill 2,595,704 32 Barranca -Jamboree I:a Tustin Ranch Includinc Ri ht of Wa A usition 8,907,136 33 SCE Barranca 220kv Transmission Pole Relocations Deleted) 34 East Side Redhill -Barranca to Warner 2,070,525 35 East Side Redhill - Warner to Valencia Loo 491,684 35A East Side Redhill -Valencia Loo to 1000' North Incor orated into Item 35, Reach 162 35B SHIPPO Stud 133,500 35C Sound Miti anon -Warner from Harvard to Culver 1,494,002 TOTAL 126,965,715 Traffic Si nals 36 Edin er i Kensin tan Park 1Nest Connector fNew Incor orated vita Item 7 Reach 102 37 Edin er I East Connector U rade 166,250 38 Harvard ! Warner U rade -Irvine CFD Fairshare) 245,400 39 Jamboree /Barranca U rade 288.236 40 Barranca / Millikan -New 413,074 41 Barranca ;Tustin Ranch New 607A79 42 Barranca /Armstron U rade 166,250 43 Redhill /Barranca U rade - Cit of Irvine CIP Pro'ect 44 Deleted 45 Redhill! Warner 166,250 46 Redhill /Valencia New Incorporated into Item 7, Reactr 102) 47 Valencia /Armstron New) 'Incor orated into Item 7, Reach 102) 48 Warner I Armstron New 332,500 49 Armstron /South Loo New 332,500 50 WarnerlArea E Street New -Note: TBD er TLCP Land Plan 332,500 51 Deleted 52 Tustin Ranch /Park South Loo New) 301,250 53 Tustin Ranch /Warner South New 465,500 54 Tustin Ranch /Warner North New 265,100 54A Tustin Ranch! Warner North (New) 172,500 55 Tustin Ranch / Moffett New 332,500 56 Tustin Ranch /Valencia New 332,500 57 Warner North /Park North Laa 301,250 58 Park Nar1h Loa (Jamboree SB Ram New 241,000 59 Valencia i Kensin ton Park West. Connector 183,087 60 Moffett /North Loo New 299,250 David Taussig and Associates, Inc. Page A 1-3 61 Moffett !Harvard U rade) Incor orated into llem 16, Reach 139} - 62 Tustin Ranch /Ram New 332,500 63 Tustin Ranch / Walnut U rade 166,250 64 Edin er /Ram New 465,500 65 Sweet Shade Marble Mountain /Harvard Incor orated into Item 17, Reach 158 - 65 Si nal Interconnect S stem Incor orated into Item 7, Reach 102 65 East Connector /North Loo New 299,250 65 Si nal Interconnect S stem Note costs are incor orated into the various traffic si nal bud ets - 65 Si nal Controller Note costs are incor orated into the various traffic si nal bud ets - 65 Si nal Controller Note costs are incorporated into the various traffic si nal bud ets - TOTAL $7,207,476 Traffic Miti ation -Santa Ana I Irvine A reements 66 New ort /Edin er - Fi ure 19 -Tustin ATMS Fee Pa ment 81,196 67 Redhill /Edin ar - Fi ure 19 -Tustin ATMS Fee Pa ment 81.196 68 Tustin Ranch /Walnut - Fi ure 19 -Tustin Addition to Items 8 & 9 Irvine Contribution 195,000 69 Redhill /Main - Fi ure 22 -Irvine 1,787,861 70 Michelson !Von Korman - Fi ure 23 -Irvine 1,616,625 71 Jamboree / Alton - Fi ure 24 -Irvine 2,775.654 72 Harvard !Alton - Fi ure 25 -Irvine 594,051 73 Culver /Warner - Fi ure 26 -Irvine 594,051 74 Barranca / Von Korman Su lemental Im rovements Incorporated into Item 32, Reach 152 139,505 75 Barranca /Jamboree Intersection Im rovements Potensial TSIA 4,482,005 76 Redhill /Warner Santa Ana 2,165,220 77 Grand / D er -Santa Ana Tustin Share = 29% 1,659,061 78 Grand /Edin er -Santa Ana Tustin Share = 56% 7,623,919 TOTAL 23,795,343 Draina a Im rovements 79 Peters Can on Channel from Railroad Track to Edin er 21,310,215 80 Peters Can on Channel from Edin er to Cit Limit Incor orated into Item 79, Reach 504 - 81 Peters Can on Channel from Cit Limit to Barranca Irvine CFD Fair Share} 8,700,900 82 Backbone Storm Drain Overall Valencia, Armstron 7,210,593 82 Backbone Storm Drain Overall Includin Interim Storm Drain Connection at Warner b RSCCD 25,783,307 82 Backbone Storm Drain Overall Barranca Channel, Tustin Ranch, Park & Warner 26,488,109 83 Gradin Modification to eliminate Pum Station 14,283,000 84 Deleted - 85 Deleted - 86 Barranca Channel Detention Basin / S orts Fields at Redhill /Warner 1,059,432 87 Barranca Channel -Redhill to south of Tustin Ranch Not include Irvine CIP Pro'ect 6,788,566 88 Santa Ana Santa Fe Channel Embankment Incor orated into Item 13, Reach 204 - TOTAL 111,624,122 Water Quali /Miti ation Im rrovements 89 Selenium Treatment Facilit Phase 1 Backbone Facilit 4,284,900 89 Selenium Treatment Facilit Phase 2 Backbone Facilit 2,856,600 90 Water Qualit Treatment S stems Phase 1 Backbone Facilit 2,285,280 90 Water Qualit Treatment S stems Phase 2 Backbone Facilit 571,320 91 Resources A enc Miti ation Im rovements -Peters Can on /Railroad to Edin er 370,033 92 Resources A enc Miti ation Im rovements -Peters Can on /Edin er to Cit Limit 4,627,222 93 Resource A enc Miti ation Im rovements -Peters Can on / Cit Limit to Barranca - 94 Resources A enc Miti ation Im rovements -Master Develo er 1,194,342 93A Resource A enc Miti ation Im rovements -Peters Can an J Cit Limit to Barranca - TOTAL 16,189,697 D Utilities Electric 95 Backbone Phase 1 Backbone + Contractor Char es -Refunds - 96 Backbone Phase 1 Backbone + Contractor Char es -Refunds - 97 Backbone Phase 1 Backbone + Contractor Char es -Refunds - 98 Backbone Phase 1 Backbone + Contractor Char es -Refunds - David Taussig and Associates, Inc. Page Al-4 Gas 99 Backbane Phase 1 Backbone + Contractor Char es • Refunds 100 Backbone Phase 1 Backbone + Contractor Char es -Refunds 101 Backbone Phase 1 Backbane + Contractor Char es -Refunds 102 Backbone Phase 1 Backbone + Contractor Char es -Refunds Tel hone 103 Backbone Phase 1 Backbone + Contractor Char es -Refunds - 104 Backbone Phase 1 Backbone + Contractor Char es -Refunds 105 Backbane Phase 1 Backbone + Contractor Char es -Refunds - 106 Backbone Phase 1 Backbone + Contractor Char es -Refunds Cable TV 107 Backbone Phase 1 Backbone + Contractor Char rs -Refunds - 108 Backbone Phase 1 Backbone + Contractor Char es -Refunds 109 Backbone Phase 1 Backbone + Contractor Charges -Refunds - 110 Backbone Phase 1 Backbone + Contractor Char es -Refunds Telecomunications 111 Backbone Phase 1 Backbone + Contractor Char es -Refunds - 112 Backbone Phase 1 Backbone + Contractor Char es -Refunds 113 Backbone Phase 1 Backbone + Contractor Char es -Refunds 114 Backbone Phase 1 Backbone + Contractor Char es -Refunds Backbane Phasel Backbone + Contractor Char es Total All Utilities 2.fi02,080 Backbone Phase 1 Backbone + Contractor Char es -r'otal All Utilities 5,653,343 Utili Backbone All Phases All Utilities 11,284,280 TOTAL 19,539,703 Parks and Communi Facilities 115 Nei hborhood Park; Master Develo er Area G Park 01 116 Nei hborhood Park; Master Develo er Area G Park 02 4,408,203 117 Communi Park; Master Develo er Area 46 Acres 18,211,264 118 A uafic Center in Master Develo er Communi Park 6,237,607 119 Tennis Center in Master Develo er Communi Park 3,585,603 1'LO Tustin Le ac Park; Cit Area 24.5 Acres 5,738,889 121 Linear Park; Master Develo er Area G includin waterwa , onds - 122 Linear Park; Master Develo er Area D includin waterwa , onds 6,989,666 123 Linear Park; Master Develo er Area E includin waterwa , onds - 124 Other Public-owned O en S ace Master Develo er Area G 125 Other Public-owned O en S ace Master Develo er Area D 126 Other Public-owned O en S ace Master Develo er Area E 3,742,009 127 Pedestrian Brid e - Warner I Linear Park 11,818,152 128 Pedestrian Brid e - Armstron I Linear Park 4,830,000 129 Brid a Tustin Ranch over Linear Park Pedestrian Crossin 6,210,000 130 Le ac Arch Structures in Linear Park - 131 O.C.F.A. Fire Station - Edin er / Kensin ton Park 2-Ba 8000 SF 5,488,855 132 Cit of Tustin Libra ;Tustin Civic Center 7,953,900 133 City of Irvine Public Park (Marble Mountain) 2.600.000 133 Communi Ent Si na a 1,325,287 120A Tustin Le ac Park; Ci Area 24.5 Acres' '1,311,060 1208 Tustin Le ac Park; Cit Area 24.5 Ar;res 4,998,480 120C Tustin Le ac Park; Ci Area 24.5 Acres - Contin enc 288.044 132A Cit of Tustin t..ibrar :Tustin Civic Center 1,000,000 1328 Cit of Tustin Libra ;Tustin Civic Center 1,08'1,000 132.B Cit of Tustin Libra ;Tustin Civic Centar 2,854.000 133A Communit Ent Si na e -Valencia / Redhill - Si n Onl 225.000 81A Peters Can on/ Traillm.ravements 248,856 TOTAL 1 oz,15s,67a GRAND TOTALS 407,478,930 Notes: 1 Items in blue were provided by City Staff 2 Items No. 1, 2, 3, 4, 7, 36, 46 & 47 are based on actual contracted construction costs. 3 Items No. 20, 21, 24, 25, 30, 32, 33, 39, 40, 41, 52, 54, 57 & 58 are based upon actual construction costs as identified in Exhibit A of Infrastructure Construction and Purchase Agreement with Vestar/Kimco, Tustin, L.P. q MCAS Tustin Settlement Agreements with Cities of Irvine, Santa Ana and actual ENR Cost Index. 5 Items No. 77 & 78 are based upon March 2007 estimates from City of Santa Ana pursuant to Settlement Agreements 6 Item No. 133 A based upon actual contracted construction costs. 7 Items highlighted in yellow are the latest changes. David Taussig and Associates, Inc. Page A2-1 APPENDIX 2 Demographics Ci ti N ~v O ,a0 ~ N h ~ '~ v Q ~ N W F- J_ V Q LL W LL ~ Q O ~ W N ~ m V J q= LLl U a N ~ Z ~ W wa ~ Q } O Q Z Q W f/1 J Y Z ~ -= a N H ~ a N W J Q F ~ m m , c O Z ~ ~ ~ ~ ~ ~ H ~ ~ ~ ~ ~ f6 T r a o 0 N .O 01 (6 O O N O W f~ p ~ W ~ _ N O H U ~ r~ N ~ N O C7 O O V O ~ O f6 t!y ~ ~ to ~ N M O I- O ~ N 0 O W ~ U') ~ ~ N M (7 C O f0 'c O N O 7 y6 ~- 'O N- C . ~ O O f0 ~ U N ~ ~ U E O U ` ~ p o U N ~ ~ ~ M 11 d. ~ N cn O O ° (h U ~O ° o `n ~ ~ N M M ~ M 'O ~ m a l0 O J M V .C H- O c7 m N N N ~ ~ U M Q) N M N ~ N .C H m O J O M ~ (0 C C >' O N O J J V atS l9 C C j O) (O W M , N J N J N ~ (0 C C T N r J J N ~ ~t ~~ 'O Q ~O e J ~ O~, a~ ~ ° ` L ~ e o L ~ (0 U C ~ ~ ~ Q ~ ~ U 'N ~ c d r m ~ N c ~ 2 O lp O N 7 ~ aci E E _ ~ U ~ c ~ J ~ ~ 3 3 ? `o_ 'c ~ ~ _ ~ ~ `o_ c y y m ~ o i a r ~ a~ ~ ~ ~ cn U ~ O x (n O ~ ~ o ~ ~ a I~ ~ ~ ~ O ~ ~ O O O ~~ O ~ ~ O N N s- ~ ^ ~ O O °I°loi IOlol~l I°I ° 0 O ~ w fh ~ O ~ ~ ~ n O r ~ ~ ~ ~ N ~ ~ r ~ ~ N O O OD O N ~ ~ N ~ O O d' 0 0 (O ~ (O ~ N ~~ 0 0 0 ~ O O O) O V ~I~I~I IOIOIOI IOIO p ~ .. ~ O N .. ~ p (n _ ~ LL _ _ Q O- (n Q N (0 LL Q N (0 O ~ FO- ,U ~ ~~ N~ ~~ (0 ~ O N (0 .a O N f0 ~ O „N„ O N E ~ O V1 C 7 0 N C ' ~mu~ EF-m°1 ~~ m~ c o C O o '~ E E E > > In ~ N U ti N 0 U O h '~ O .b0 y O ~ :~ v a q~ ON LL W 0 ~ W J N U N LL U W = W m a N a J J p ~ ~ } ~ p O } ~ U Q cal w J Q Z N ~ ~ O In N ~ O ~ ~ N ~ ~ ~ 0 0 M O N ~ N O r (O CD I~ r C7 C O O r N W ~ m '~ U N ~ O U ~ ~ (0 J .- CO ~ CO y ~ 7 U C "O d ~ O ~ O O M (0 O J ~ N M O O (O O ~ (0 ~U d E a ~ ~ ~ U ~ m rn m C N ~ d M ~ ~ ~ ~ M O ,tea. ~ M In ~ ` o ~ o O 0 Q O J N O N m Z C O ~ M ~ ~ J N ~ J V (0 C N N °~ C T ~ (O M N --~ ~ ~ J ° N f0 C .- N atS ~ C T J J f`O') ~ Ol ~` \ Q ~~ O 0 J rv ~J ~ ~ ea ~ Q P ~ ~ U ~ +~ d 'c y ~ C ~ ~ C V ~ U n N ~ (0 .. N LL C1 ~ _ ~ ~ m L .. ~ ~ ~ O C N 7 -a ~ O _ N °' ~ m O U (6 J c ~, ~ ~~ ~ 2 ~ O = ~ ~- ~ E E E U ~ ~ ~ ~ ~ 7 7 d - 0 U ~ ~ ~ 3 ~ a E ~ ~_ ~ r ~, ~ ~ ~ 0 ~ 0 2 ~ O ~ ~ ~ U c O N ~ gyp' ~ O U ~ Z ~ N Q ~ p o T uNi Q~C~ ~ O~ N (6 (~ C ~ O N C (0 ~ ~ cV ~ O ~ ~ fd U N O N ~F-a Q N Z m 0 F-- 0 .~ E E 3 '~ (0 0 'D X .~ N 3 U C T (0 E O m d a U ~ J ,.., ~ ~fA C ~ O O O) _ ~ O U ~ (0 to N ~ ~ ~ `o CJ N .t-~ N 2 N t'1 V O O N a O E m U N ~ c c Z o 0 '~ o `~ ~ O N .~ ~ ~ ~ ~ ~ ~ c c ~ O f6 t -p y U ~ ~~ o O O ~ U ~ ~ c o ~ ~C O E ~ O O L =p d ... ~ N ~ C ~ N Z N (6 3 U N (D O ~ O ~ C_ O N Z ~ ~ Q c ~ c_ c ~ ~ E O O N d ~ L N .O O O "O m y 3 >` C O V1 O 'y O N C _ ~ ~ 7 o y ~ O Z G •C N .~ 7 d (n Q N lL a ~ David Taussig and Associates, Inc. Page A3-1 APPENDIX 3 Allocation Calculations CJ ti V .~ h S N Ct ~ [„ M O a°, O w 00 ~ N a z o ~ Q J M ~ O W W W Q J Z m Z ~ W la-j~ Q ~~ a ~ y O F r 0 N _ ~ ~ ~ oD u7 O 0 0) W ~ M 1f ~ M V ~ ~ OOD ~ ~ oOp N ~ O O N ~ ~ o O O N ~ „ , C j N 00 V O ~- W N O N V N O ~ O M ~ N ~ ONO O I- C '7 N N W O1 ~ W W O ~ O ~ aD ~ e ~ O ~ N ` O W M V O ~ pj G Q N M M .- p~ N W 0 f 6 N O 0 0 0 Q O ~ O O ~ ~ ~ r ° lf> t0 l6 O O O m N N r N n E Oa Q N n M~ D7 ~' w O V 01 ~ O to n M N OO f~ 7 0) N ~ a0 O c M n ~ O O ~ a0 Q) 0) ~ r u N~ Q) N N Q .- N ~ Ln if) O O N ~ M ~ n dN' ~ f0 w v N O ~O N N S to N r a n o N ~ Q7 0 O o rn rn ~ .- au rn Op rn ~ ~ a Q ~ ~ N N M ~ M 00 V u7 O ~ W N ~ ~ N ~ o N a0 N N O) N O O) Q) ~ ~ ~ Q ~ M ~ ~ N OD .- N ~ O w T O O) M N M O N M o M O 00 V ~ W ~ Q N V N w N In O M M M e n O ~ N O) ~ O N m Q` r M M A O N V O M ~ N M M o ~ M _ O O lt7 ~ ~ ao y N ~- V ~ N ~ Q w (O N ~ ot$ ~ t0 ~ O~ M O m~ O ~ o ~ m DD h a ~ ~ N N 0 h 1~ ~vj 01 N N N ~ N 7 ' ~ ~ C O) U d .O y N d C O) N N N ~ rno~ m ~ ~ o~Ya ~ ~U ~ E N o 0 co ~=2 ~ '~J UU~d.m U ~ ~~ ~ U F- ~ v y o >? o o a~ m o L E `m m v, ~ m rn a °- ~° '3 ' ~ ~ ~ Q o - a llpp ~ y~ c a E y rn~ E c ~ m y c o- m o ° 3~ 0 N O) p 7 ~> d 0) 0 07 ~ "O O N L O L O Q7 n _ t0 F w G O ~ m J~~lntn o'p i9ZUU' O ~22HUfA~~ n .. ° O ~U U =U ~ F o a F Q ~ ~ M ~ p d O M M Q7 M O fA ~ EA Efl U O ~ M ~ O t~ ~ M ~ tD U vi ~ ao N .T+ ~ N ~ pOj O ~ .~ NhNN ~ t L ~ ~ ~ w ~ j O j O) ~ C ~ U T O O ~-. y V C U ~p N l9 m C O r LL .O O) w, ~ ~O m ~ ~ ~ U m O ~` ~` ate.. N Z 0' F- ~ F J - David Taussig and Associates, Inc. Page A3-3 TABLE 3B TUSTIN LEGACY DRAINAGE ALLOCATION METHDOLOGY I. Runoff Rate Coefficient Calculation Land Use Category Low Density (0-7 Units per Acre) Medium Density (8-15 Units per Acre) Medium High Density (15-25 Units per Acre) Retail Office Hotel Senior Congregate Care Facility Other -Health Club Light Industrial Total Runoff Rate Coefficient, "C" 0.50 0.60 0.80 1.00 1.00 1.00 1.00 1.00 1.00 Net Acreage 232.0 117.5 60.2 115.7 160.0 6.0 7.3 1.0 32.4 732.1 Total Unit Runoff, "Q/I" [1] II. Proposed Facilities Facility Type Facility Cost Cost Per Unit Runoff Drainage Improvements $111,624,122 $200,380.79 Water Quality Mitigations $16,189,697 $29,062.75 Total $127,813,819 $229,443.54 III. Allocation Rate per Unit or 1,000 Square Feet 116.0 70.5 48.2 115.7 160.0 6.0 7.3 1.0 32.4 557.1 Runoff Rate Allocation Rate Land Use Category Coefficient, "C" per Acre Cost Financed Low Density (0-7 Units per acre) 0.50 $114,721.77 $26,615,451 Medium Density (8-15 Units per acre) 0.60 $137,666.12 $16,175,770 Medium High Density (15-25 Units per Acre) 0.80 $183,554.83 $11,050,001 Retail 1.00 $229,443.54 $26,546,618 Office 1.00 $229,443.54 $36,710,967 Hotel (350 rooms) 1.00 $229,443.54 $1,376,661 Senior Congregate Care Facility 1.00 $229,443.54 $1,674,938 Other Health Club 1.00 $229,443.54 $229,444 Light Industrial 1.00 $229,443.54 $7,433,971 $127,813,819 [1] Based on the Rational Method for calculating runoff, Q=CIA, where Q=run-off in cubic feet per second, C= run-off rate coefficient, 1=rainfall intensity in inches per hour and A= drainage area in acres. Unit run-off is defined as run-off per inch of rainfall intensity, or Q/I=CA, which is used to determine the relative contribution to total run-off by the various land uses. David Taussig and Associates, Inc. Page A3-4 TABLE 3C TUSTIN LEGACY DRY UTILITIES ALLOCATION METHODOLOGY I. Demand Ratio Land Use Category Demand Ratio Net Acreage Low Density (0-7 Units per Acre) 1.00 232.0 Medium Density (8-15 Units per Acre) 1.00 117.5 Medium High Density (15-25 Units per Acre) 1.00 60.2 Reta i I 1.00 115.7 Office 1.00 160.0 Hotel (350 rooms) 1.00 6.0 Senior Congregate Care Facility 1.00 7.3 Other- Health Club 1.00 1.0 Light Industrial 1.00 32.4 Total 732.1 II. Proposed Facilities Cost Per Facility Type Facility Cost Net Acreage Utility Backbone All Phases (All Utilities) $19,539,703 $26,690 Total $19,539,703 $26,689.94 III. Allocation Rate per Unit or 1,000 Square Feet Land Use Category Allocation Rate per Acre Cost Financed Low Density (0-7 Units per Acre) $26,689.94 $6,192,065 Medium Density (8-15 DU per Acre) $26,689.94 $3,136,068 Medium High Density (15-25 DU per Acre) $26,689.94 $1,606,734 Retail $26,689.94 $3,088,026 Office $26,689.94 $4,270,390 Hotel (350 rooms) $26,689.94 $160,140 Senior Congregate Care Facility $26,689.94 $194,837 Other -Health Club $26,689.94 $26,690 Light Industrial $26,689.94 $864,754 $19,539,703 [1] Based on input from various utilities, no rule of thumb or generalization can be made that relates the relative cost pper acre of dry utility infrastructure to demand or land use categories. 7 m w O O a! O 10 d N f0 0 d O fG r N OI N I~ d Yl r _ ~O O V O 0 W N~ d ~ N ~y 0 H `m ~ ~ 0 N E z' 2 f W v F ~ ~ _J W U J J IaL Z W ~~a f N Z Q ~ ~ 01 N ~ 47 N O LL a a oNU°1o MU1 u1~ ~ ~ ~ .- N E 'Q Z N ~ LL _ N m 7 Q °< R O ~ r O O r 6 N O c0 ap m 0 N~ ~ 0 0 7 °p X 0 0 0 0 0 0 0 0 0 w° d o. a ~ N _ d m ~ ~ _ ~ ~ 10 d ~ o c o 0 m N o K 001 t0 10 1°p ~ t7 N N ~ ~ m°o so dd ec~ ~c~om y CI Q t7 cV N N 10 N R T - J N~ t0D b tO0 ~ p Np O 0Ol O N C Opp M OOI A O m 0~ r 0 N jy N d N 01 00 10 N f9 A 0 r1 O) 01 M ~-N~~ ~ U wwww'tl'w N r N V O N~ N N N ~ d- - N N N N c0 M 7 N ~ d O LL m m ~ N E ~ z' N ~ o° d.-~o~o m corno ~ ~ m m u~ a m,~ oc~°o°o°o wm coNOV ~ ~ m m m J W o0 1c ~ ~ ~ ~ oooao l+i nimovi ad lc of co ~ LL d M A th O M °Ni °t9 M H f9 M M N N M 1A ~ N d th N d d ~~ ~ IAA M ~N~N ~dW OJW IAM N Q N IA f9 W di W fq 0 d V ~ ~ N O C O O O O d a ma'oo, mm ~ m~ih~ e ~ ~ ~ ~ ~ h N N N N 1N'I N aD aD M Q t0 t7 rl (~ lA ~ M W W fR f9 f9 bI M =~ O ~ p~ 0 0 W °fA ~~~ °~ O N O O °W O~ 40 O N M u j U N N Ip U) aD c0 O ~ 0 0 O O Q O a0 00 y N~ L 0 ~ n N ap 01 N a0 O O O W tp 0 r a LL ~- M cD th 0 d m O N A c0 d N p LL °d N N N r m r c0 N t0 M m N N N N m E ~ 1n ~ ~ rnmm d d ~Dwww w w~w~ ww°w ~~ m ~ ~ o~ m~~.-mm o W ~ ron mo 1o r, ~'^ `~' ~ ~w °'oooo loo N ^') N N N N t+i N N E O O O O ~ = O 7 O W ~ a ~ ~ cryry~ow ti ~ .- N N m m O° aaa .-, ~ d LL aa~aa 000 a A y c~c~ a~, NNN , +~ O v v° c X00 ~ ~ E m m m a « N o ~ y~ v `v ¢ o E (~ o w ' ~ o o o `UU t° `0 i° `0a - m ~a"aE ~ ° ° am 3aaEE~ m < ~ ' ' v v d m dgo a C Z' C m N N N C o J ~ f aaa p m m O v~ a~ N ~~ ~ 3 m m L°.. N m m m ~ 0 Z' 'm 'm 'm m `v v `v ~ .~ L` Z' ~ 7 0 A ~` U °' ~ f~~ m y 0 0 0 0 0 0 0 3 Q~ w a U U U E ~ m .b u " y? m x d m m ~ ~ ~c s~- ~ .~ E ~ o. ~~ v pptt r p rn U N c LL ~ LL E E~ 3 3~~ O1~ 2 a a a a 2 a s m m 0 0 0 '~ N d a ~ 7 T M m ~ L X01 01= v L N d NU u 'c 'c. g~ m mx ~ mm~ mmC c o ~ ~ ~ N = o~ i ~ ~ a ~ .L c .Z c cc~ an ~~~U o o ~~ ~aaa '«« ' ' d ;Z{ N m E E U ° o a~ ~i,~ ~ a a a t t E. c c~ " o 3 ~ ~ Q ~~~ "m ~_ m° L o o °' v m v m ~ o m ~ Em m d~ m v rn m a c 'v 'm o o m~ c c ~ t t t m ° ° ~'~> >> v a u . C3 `~ o ~~~mC~x1nO ~ . o LL r v zzU¢1-~'-~77OOOaam`~Ur-~~-a o ~ Q ~ _ . _ m d ~ ~ a m 2'o aU m yd2 a. m O > > U m 3a~°~k~'-m°m ~~~(nKO x°viO E s` cs E 39 t 2 N A g o a U x " `a ca U t~ ta/~i ti N U 0 .~ O ~ ~ M ~ ~ •~ ~ Oa O J O O O w ¢ w M (~ W y J [D Z F F N J U ~ LL Q~ J N ^ W ~ O ~ D E' 7' Z M Q) O LL ~ ~ E 10 ~ ~ Z ~ a ~c 0 O N 4 ~ ~ 7 ~ d o. N ^ W N T O E W O a N N ~ O. N d ~ Q c 0 7 a ,•~_ N C d _ ^ ~ d ~ C O. ~p N V N T N ~ ~ O O- O W a~ d C O .? v ~ ~ T U F ~ N w ~ d O c w J LL ~ 0) N~ O M N tN M O ~ ~ 0I M N r t~ r LL7 N O N O O) I~ ~ d ~ N ~ O M ~ ~ tND O M M V (O M M V (O O a0 t0 ~O N V M M N N 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 117 In ~ W IO In M ~ r ~ CO O ~ ~ (O ~ M N N N ~ M N N r- .- N N m L C N O L jp 7 « ^ rn U _ N L ~ L C O) O) +~ y ^ = ~ E E o ~ U = c ^ 7 7 O ~ ~ O ~ N ~ ~ ~~~v~~ 02tn0 a t6 C LL O U N p^ W O N (~O aD ~. N W W U ~ n ~ (OD ~ ~ N ~ d ~ fff EA fA LL N fA ffl O' O O a d N a ~+- O C 1 C ~U O ~ T LL ~ v Y d H H O lL a` O C ~ O O O O ^ T m 0 0 0 ~ 7 - y M O N V °- ~ LL ~ j u~ o co in ~ Q) O O W N ~ O fA d9 fA ffl ~ ^ ~ W L a u u M M Y1 d d ~1 C C C C U U U U U U U U .~ .~ .~ .~ CU U U U C C C C (6 f0 N (0 N c6 N N L ~ d d J J J J C C C C .y .N .N .y F ~ H F O O O O ~ ~ .~ ~ U U U U d LL N 7 Q N O a O C r N ~ O N U a ~d.. a N l0 ~., ~ F ~ O ^ (0 U ~ F- O J Q r V~ N~ N O~ N a 1~ O <}' M M N O I~ N ~ f~ (O N N 00 N t0 a0 ~fl O c0 ap f0 O) aD N M Q~ N f~ N~ N O V N fA EA M fA EA fA EA V cU c0 aD M a0 00 00 00 l0 O) 01 (O M O O (D O~ 0 0~ W N N N O) 1n N N V aO (D (D d' _ _ ~ EA fA EA EA d9 EA EA EA fA O M M 7 t0 M M V O c0 t0 f0 N a M M N X 0 0 0 0 0 0 0 0 `m N N L C O ~ N jp 7 «^ oU N L N ~, ~ ~) Ol r N ^ = O N a~i E E U = O > o ~ ~ ~ .o ~ ~~~<n~0icn0 O O) O) W N N N U lL N N U .) U f0 Z' a J N 0 U O aj v N C OI ~, O N C ~ _ ~ O N ~_ ~ Q Vl O m ~' E c P ~ `o m c Y N O f0 ~ ~O m L N_ G1 O N ,? ~ u _ m 2 °o d ~ N C O) C ~ y m a ~ (p ~ N ~ ~ ~ C ~ (~ N N m C O L ~+ na F? ~ pN~ O O U w o N M a ~, ~ ~ c ~ ~ ~ ~ ~ rn ri N ~ N d f0 fA fA ., 7 N O' O (n U o 0 0 C7 O J } U H W W W ~ J J y IG Z W a~~ ~ U J 7 V r a LL W LL ,.l- N C ll ~ N N ~ a ~ ~ o- m ~ U ~ O ~p O 7 ~ C c Q a N li _~ ~, C c0 ~ ~ O fn a~ a y C N (`') ~ O .O m tO ~ U ~ N o0 o Q ri .= Sri o 0 c ~ ch r ~ o ~ ~ ~H env N c0 M d O N ~ M H ~N I O N ~ rn ~n v o 0 0 N r N ~ V ~ ri N ~ c E ~, ~ ~ Z N N C O Z ~_' .-. ~n ~ ~ ~ in h ~ _ ~ m .. ~ C w ~ N ~U O W ~ OD C ~ ~ N C ~ ~ 3 ~ c ~ U 'r y4 N _~ Q LL U ~' ~ O ~ y ~ ~ ~ N ~ N Q ~ . . N C .a0 V ~ U p u O . li N = N T C f'n N F V ~ Q y '= m '~ ~ a ~ m ~ w ~ ~ K j ~ ~ ~U (0 _ O U ~C fN C ~ ~ O ~ d - L~ O f- - J ~ Z v ti r CS V O h .~ h ~ ~ ~ M1 ;~ ~ q~ W U Q Z C7 U N c~a} J J 2 Z rW H N r ~ Z F- ~ 0 U W y ~ ~ O~ O~ O~ Vn' m CND (pD CA X 0 0 0 X 0 0 (7C) ~ to f~ [r CD lt7 OO 0 O M N ~ OD ~ ~ p O n ~ N O ~ ~ ~ 0 ~ W N r O n~ 0 ~ V Cn O M B (A ~- O O CO N~ n 0 1~ M N M N N ~ ~ O .-- r V t CN„ W O O O c aa CO ~ O CD M (P 07 In N N O M M ~ Q \° 0 ~ O O O ~ ~ Q O ~ M tl0 O V lf) f~ M t~ o o r tD ~ O O O W N ~ n ~ ~ Q N n M V r '- O r IA (A ~ ~ (D O O E M Cn O O Cn M N pp f~ ~ ~ n O p N ~ N 00 o o ~ CD CO N W N ~ W V O ~ O n Q _ Cn Cn W W N~ M V ~ N I~ n M V CO ~ N N n ~ ° n m ~ v i o o rn rn rn o n a ~~ ~ ~ ~; ~ r' N N M ^ M O V O M M ~ N ~ ~ C'9 ~ ~ N ~ (T N N ~~ m ~ CD (A ' r p n Q a CA ch ~ ~ N a0 ~ N O r N ~ (D m M N N o CO ~ aD V' ~ O M ~ ri Q N ~ ~ N ~ N ~ o ~ O O O !A Q O V °~ M N M o n M _ ~ Cn ~ O N M O In ~ N ~ ~ ~ N ~ Q Cp N ~ f7C) CD M O 1~ ~~~ O M n ~ c ~ N O ~ Q O ~ N N W ~ ~ Cvj ~D a~ N ~o ~ ~ ~ ~ C N ` N a N N c~ U~ E ~ c N _ ~ E ~ ~ ~ J ~ C E~` a d ~ ( L ,> ~ ~ c ~ p O y D Q O C) m0 O f6 p~ (CJ O (0 ~=2 ~ 'V UU a N U mC ~ t4 U -- ~ a N 7 7 0 L E O O N N w~~ d O O w O O 0 c O _:4 Y Q ~, ~ y Cp o~~ m~ ~~ m v o a~ ~ a o m t o r~ a~ J~~(n(n pa fpZU(~O CS=HUfn~~' ~ m p 0 0 Q'U USU (n ~ o Q a d N O a 0 a 0 U m f0 C CT .~ .L.. c 0 io a 'U a O C w N N y U a N ~ Q ~ ~.. ~ ~ ~ LL « c a C Q ~ r N N N _T w ~ ._ C N t0 ~ U ~ O C ~ o !~ ~U ~ o D ~ d ~ Q .y. 7 a O a N Q ~ ~Q N David Taussig and Associates, Inc. Page A4-1 APPENDIX 4 Cost Allocations by Planning Area David Taussig and Associates, Inc. Page A4-2 Table 4A (Not Used) Ci ti N C3 ~v h r ,a0 ~ ~ ~ d. ~_ ~ CS q~ W d W O O Z Q W Q ~r w }mow v U~ Xm¢va Z J W LL O W m Z w ~ Q ~ ~ Z ~ ~ - } ~ ~ Q7 p Z Q U O J Q W Q S LL ~ N ~ V ON ~ m (p r~ s O NO ~ _ t0 1110 ~ W pO ~ p~ ~, <.~ ~ ~ O V V ~ ~ 1n O O~ V ~ N O ~ ~ ~ t`') ~ ~ O O ~ N th ~ V N ~ ~ O ~ f9 ~ ~ ~ ~ ~ y M FA N ~ fA N ~ N O ~ -- N ~ ~~ ~ O of U - m ~ C ~ J ~ ~ N rn c° °_ N O~ v _ o O W v c m m r ~ v a o ~ '- ~o ~ m E O a U ~ 'r?o ~ corn ~ "w ~ o~ ~ ov_ °?~ O U ~ N~ M N O~ O Off') ~ N r pp N ~ 0 H9 ~ fA b9 N ~ ~ N O d J N^ n N W ll d ~ ~ ~ ^ N ~ N ~ Q !/1 ~ N ~ W V ~ d f`') ~ ~ V ~o M ~ri ~ °p~ r mo m ~v m ~ J O p~ ~~ I~ ~, M O ~ In m r~ u°i B F _ ~ y ~ ~ i» `~ i» ~» N N ~ O h In O ~ O °~ ~ O C O) N O In ~ ~ N c J V N f» N W V f» N 1 ~ v N ~ r~ ° C T J J O y N ~ ~ '- N ~ N ~ V t0 C ~ a0 N O .- N uC C ~ Ih ~ (D ~+Oj ~ J J ~ V ~ ~ N H N ~ J N O ~ o ~ T N ~ IO W V N ~ r c ~ J t`7 ~ ~ C ~j ~ ~a ~ O h U O H U O h U O y U O h U O h U O ~/! U O ~// U O h U a 9~ ° ~ o ~ o ~ o m o ~ g ~ o ~ o ~ o ~ o ~~, °ia~ ¢¢ Q¢ ¢¢ Q¢ Q¢ Q¢ ¢¢ ¢¢ ` Q¢ Aa a m m w m m m m m m ~b U U U U U U U U U d n N ~ N ~ try } N ~ N ~ d U C o Q n ctOO ~ v a. a v v v ~pp f U~ d ~ M ~ N N N N N N a ~ d Q a N ~ ~ U ~ ~ _ C ~ ~ C OI U ~ d 1!7 N U W d 7 C .- ~ 11 U ~ ~ ~ u i ~ cV N U 7 ~ ~ ~ ~ d ~ c ° m m U J ~` ~ O_f ~ t t0 ~ .. ~ ~ y C a D E > E > ~ ° ° U z _ ~ m ~ . J ~ ~ E N U ~ O N L j .01 ~ 2 v7 O v ~ ~ U ~o ~o Ih ~ N ~ O 7 OD ~ .~. O ~ n` ~ o ~ N ~ N w w eo w m ~ N ~ c N ~ N b O pp' N O O W i n N m~ rn w > ~ ea r» o ,p of oo q m ~ N N w o ° n ~ N ~~o ~ VI N N OI ~ _ N A ~ N N V3 w N N ~ ~ N r N ~ N N O r ~ M ~ O O ~ w N N rn rn ~ ~ ~ ~ ~ N W ~ ~ O r vir~ ~ ~ m w N 7 r N ~ n o w w r ~ YI W V Ada u ~ w Q o ~ c ~ 0 a c9 n. d C ~ io O o E ~ F 0 c ~~ _" y .~ LL D n T 10 a h a ]0 d a 0 0 O e- o ~ O O (7 ~ N r 0 m o d 41 N O O U 0 c"c~ m ~ N ~ A N 1~- d a U ti h w Q V 0 y y .~ r Q ,b0 ~ ~ ~ d. ;~ ~ O C W a 0 J W W O 0 z Q W f' Q J_ F- ~- Z ~ W X a ~ d O O aq~Q> QHC~O w~ J m Z Z ~ ~ 7 Q ~ U O J Q W Q Q ~ r y N O M ~ U a N o ~ ~~ ~ O ~~ ~ J ~ .- a0 (D ~ (O Q> F- ~ f» ~ N ~ V ~ U OM1 ~ °° M N ° V ° ~ ° ° V ° ~ uio N e0 M o ca m (p o O O • '- N m~ .- M ~ ~ ~ ~ ~ ~ ~ ~ d ~~ ~~ W J ~ N ~ F ~ ~ O O S m ~ ao~ M ~in aom N °°m n ~,~aMo ~ U ~ v r O~ f~ V N Ln ~ M [O ~ V ~ V ~ O) N M ~ NEfl ~ cfl » v3 O1 v o ~ O '~ ry O n O N J ~ ~ EH ffl ~ O C O ~ ~ ~ ~ ~ J J N d~ _ _ ~ O ~ ~ lf7 O ~ N ^ N M ~ C ~ I~ N O N M J J ~ N ~ ~ i ~ » ~ ~ N ~ C _ in M N ~ C T p V M N N V .- N J J p N N 0 0 0 0 0 o g o 0 ~a ~ h ~ h v ti v h v h v y v y v N v N v a 9 ~. 0 m _o u- m _o o- ~ _o o- ~ _o ~- ~ _o o- ~ _o v - ~ o o° m o o° ~ o o- O oy ia Q Q Q¢ Q¢ Q Q Q¢ Q¢ Q¢ Q Q Q Q ' a a y y ~ ~ y y ~ y y a~b U U U U U U U U U ~ rn rn ~ rn rn rn rn rn rn rn O Q a00 W oOD ap0 W oD apD a00 a00 co co co cD cD ca co co co U O 0- N N N N N N N N N -_ fA fA fA EA fA fA EA V3 b9 Q N U Q N U N a N ~ C ~ ~ ~ ~ ~ p v (6 n ~ N - U i a ~ ~ u' o V .- ~ ~ ~ ~ m ~ udi ~ ~ ao ~ U 7 h T N N ~ 'O O N ^ N ~ c L rn V J ~ y O) ~ (0 Vl ~ = N C O 4 C O IC N N ~ ~ 3 a~i a~i m - ~ ~ ~ ~ t ~° y - y J ~ ~ E i a ~ o aci ~ m 2 O 2 N O -o J ~ ~ c . ~ b N ~ p ~ N ~ M A N ~ M ~ W ~ EA ~ o ~ ~ ~ n 00 ~ :O ~ ~ ~ w i» ° M ~p p n ~° ~_ °'- O M ~ ~ ~ `A ~ ~o J N V ~ ! O ~ ° ~ r ~ ~ fA _ n O N ~ ~ N ~ w Q O b O N ~ m v w ~ n_ b °v ~ 00 ~ C ~o (D N ~' J N O W ~ ~ ' ~ n N o 0 ' .` i ~ v ao CO w C O ~-- ~ ~ ~ o M :O N 1~ a O W aj \ ~p pp O O ~ C n ~ w i c ~ ~ N » J N O p n Oi O V p O ~ O N w N EA o10Q o oU Q Z V ~ H y 0 m m~ p y ~ Q Q w ° ° ` 0 m F - a~Q ~,~ d~ ~~o , ~~ oE;~ ~m ~ X V ~ ° ~ cQ a Q Q d f0 L N .~ LL U ti h +., CS U O h '~ r O ,bo ~~ t~ ~ "~ ~ q4 v Q U 0 Ct .b0 h ~ ~ ~~ ~ d. ,~ ~ a pQ q~ w a w Q ww F ~ J Q } lal Z Uwg ~oac~a W w na ~ amzZ> a w ~F-v~iao H ~ m Z Z Q O Y H 2 Q Q U a p J Q a x LL ~ N ~ O y N ~ O O (O tOD ~ ~ v ~O ~ am V vo N vai N W ~ N ~ O ~ O M N-- m ~ O O~ O~ O~ . U o 0 0 o o o o ~ w w m 5 a c a C ~ J O O~ O~ O~ A N U F' a E n `O U rn a J o°w o°w - ~a° o o°w O ~ n ~ ~ v d LL N J O O~ O~ O~ a~ `m ~ ~ M (D tD f0 r U J ~ '~ w "~ rn °D o 0 Vi f0 ~ ~ F - LL7 ~ aD w O ~ t0 w ~ ~ N M ~ t7 n a `D O) '~o aDm °°w ^n °e°s r J ~ ~ M ~ C ~ ~ `m in ~ o rn ~ pcp ~ T O~ V N O~ O~ d J J ~ !D ~ N N fA V °~ t0 C C T N (MO D) r M N N O O N ~ ~ (7 J J N N w `_' V' ~ N °~ N C N J ~ (`~ N~ ~ N ~ N O OM ~ N N~ J w EA fA ~ `~a ° ~~` O W ~'C O o N C O 0 N C O 0 W .~ O Dia' 'oy ~¢ ~¢ ~¢ ~¢ as a y y h y 6' U U U U 9? 10 Q' .y C D= N a0 N N a0 N M eD N N CO N o as ~ ~ ~ W O ~ w y io ?` c p U w N ~ ~ O =~ c a d ~ ~ ~ ~ o J N 3 ~ ~ C 0 J ~ ~ fn ~ n 0 n ~ A ~ F- ~ O N U N n fl n b A A n 7 a !3 n a A n T A O b T n _n A N O C 0 m Y N O W~~ O 1~ C N o v 1~ O r ~ M v mvo ° o0 ~ o orn 0 oi°' a ~ ~ O W a00 a0 N a00 ~ ~ N O .- 1n .N-- (h O N O D1 ° ~D o N O~ O~ O~ O~ O~ O~ O o ow o~°y o on o °yj o °w oow N ~ ~~ O oO- E M O O O O O O ° 'v N aD N •- V, a ~ ~ ~ p'7 fA 0 N to fhb 1~ N N ~ 0 N .n- O O r O O V 0~ t7 ~ D ( i(j ~ M oOD (D ~ O ~ p O fA ~ N ~~ ~ ~ N ~ n j M ~ ~ ~ th ~ p M fy u~ N n '~ ~`~ ~ ~~D- °' 0 °Fn 0 ow 0 oas 0 ow M o M - v a ~ - • «» • w O N a f` ') ~ f~ Q N ~ O M O f A Q1 V N t O O w O w ~ N fH N M ~ w N N ~ w °°en o ors °orn o °w o°w o°w O~ O~ O~ O~ O~ O~ ouoy oow oo«n ou°y o°w ob°y O~ O~ O~ O~ O~ O~ m o m o m O m gi `d O m ,O LL U LL U ~L ~ ~L ~ (pp ( U tpp t ~ U ~ U m o~ o m m ~ m a m o l0 Q l0 Q N Q W Q ~0 Q l0 Q ~ U~ U~ U~ U ~ U ~ U `0 `w r M o ~ O 0 0 ~ O? f") o M n ~ cD a ~~ ~ m ~ °m w rNi v o n in ~ i» w in en a N ~ D `l ~ U a m ~ L a m io ~ ~ ~ U U d ~ $ a ` U 2 m m ~ E }° E d ~ ~ m o ° ~ d ~ S ~ ~ O x ~ O ~ U a ° m ~ ~ ~ N N O `oaMO_ oioo N n N O a D N O ~ A N ~~ W D p O N N ~I H N Ifj N pNj h O th M ~ ~ M N ~ ~ w U d a ~ o ~°y o 0 ~ o ~ ~ M °a o00 om~v N p ~l N f9 O W N N N cc~n D ~ ~ M n (V N w N w N n O O M T Q1 O r O N n ~°n w w t`') M p M (7 ~ ~ OD N V ~ M 1~ ~ p In N ~ a ~ ~ w w (D O N ~ ~ t0 ^O ~ Of O ~ O ~ a0 '~ w w ~ v ~ ~ ~ ~ ~ ~ N O N N ~ w ~D ~ W m n ao m a0 w w O ~° O r ~ N O M Oi a tD "~ 7 O N ~ O O v~ v ° w r v ~ N ~ ~ A d G C N~ m Q d N V ~ C V N R N m Q D d m ~ y a p 0 ~ c m 3 y 0 o LL m~ a C Z ~ o A o '° '° ~ a E m N A d v~ D O ~ .10, $ Q E ° f°- ~ E' E ~ ~ '° O ~ H y A _ F Q LL C 0 .~ a O O U O C1 ~ H m D W W m m ~°- ~ a U ti ti C! U 0 y ^Q .N ~ ~ CS ~ F~ ~ '~ N w a O >w W Q Q F- Y w W U F-~ vw<~a x v C7U0 D W w Q J aa~zy> Q Q1-~~~ ~ ~ Y F- 00 CD J Z Q U O J Q Q N LL r V ~ ~ N A p f~ ~~ O O r O O) V ~ N N M N O V O A 00 V f0 N N ~ ~ N ~ D U m c N 7 a .a C o U J ~ r R U 0) E f0 N E rn U '~ r °D o _ O ~ N ~ a w ~ J ~ ~ J O' ~ O N N C f0 d U ~ th n W (O N W f0 I~ J ~ M N ^O 00 p V {O T ~ t`') C ^ rM ~ V ~ N N ~ l0 R 0 ~ c ~ rn r rn m N o J ~ o ~ ~ ^ ~ C7 ~ c » v~ `m c ~ O ~ m M ~ ~ J J O 0 ~ ~ r N ~ f9 M fA ~ C C 00 N ~ O O M 00 t7 J J N (`N') ~ OpD ~ ~ c7 r ~ N l0 C ~ (pp M ~ J J N 7 N 100 N QNj ~ ~ NN GO O O O .a ~ ~o ~~ ~~ ~~ a 9~ a ~• oia ~Q ~Q J¢ ~Q L ~ a N w h h m a ''4' U U U U 0) ~ r w ~ m rn ~ O~ O N O O `~ ~ o a D7 N i N i N i w n » n a d ` o N d m ~' C O U m y _T ~ pI N ~ .. 'y ~ 2 ~ ~ C C^ 7 7 p J ~ 3 ~ ~ C y J ~ ~ (n V D a P ~ 9 F O C U N a V 7 9 7 O A P a_ D 9 1D a A O D V A 10 n D A II! A O C 0 d r W O N O) N O O Obi V O N ~~ ~ ~ nj O ~ ~ ~ ~ N O 0 O N Q 000 ~~~~ N N O '-b09 ~j ~ Mir-fA~f9 f0 ~ O N O V O fD r ~ N 1~ C7 ~ h O ~ ~ M ~ O) c0 ~ N O O ~ N ~ ~ ~va rnscOS "~i» r O N~ 0 O O 0 O~ N ~ M O ~O) ~~ ~ 000 m 0 ~ M ~ ~ N 10 O N NfA ~ ~rj (+i yNy ~fA fh y9 '7 a CD ~ ~ n ov ~ N a ~~ ~ W M N N T n f~ N N r N O ~ ~ Op O N O r ~ r ~ r ~ ~ C ,O y C 0 ~ C 0 ~ C 0 ~ C 0 C ~ O ~ ~ U O ~ U O ~ ~ U ~O ~ ~ (~(~~ O ~ y U ~O ~ (~U~ O w ¢ ~ m Q ~o ¢ m Q m Q m¢ ~ U ~ U ~ U ~ U ~ U y U 0) ~ ~ O 00 c0 lh c~ 00 o O o CO ~ <o C 0 0 00 O ~ .- N a o;, a a ayi •= N O d N L U ~ U w m ~ 7 U ~ o m ~ A J U U O N = 0) ~ E h r 2' O ~ 2 (n O ~ 000 O O O ~ ~ o ~ N ^O N o a ~ ° o n ~ ~ ~ ~ ~ 9 fA O O O ~ O 7 H ~ nj N Q p O ~y~} ~ ~ Z 9 CC fp U ~, N a 7 °n 9 O b 9 n a 9 V A O ~ ~ ro ~ N ~ ~ ~ rn~~ ~ ~ ~ N r w m~~ rn ~ ~ v ~ ~ N EA N ~ ~ p1 ~ N ~ [t ~ N n ~ ~ r ~ w ~ 1~ N r ~ M U ~ ONO_ ~ ~ N n iR fA ~ O ~ O rn 0 ~ a o 0 a0 ~ EA O fD O! O ~ ~ r ~ ~ ~ V th ~ ~ W rn ~ 00 N ~ ~ ~ n N ~ ~ 00 ~ V/ O ~ ~ aD M O ~ ~ ~°v ~ VI N ~ ^ A d ` ydy m V ~ r Q ` Q '~ W d Q C ~ U ao(7 c o a ~ a ~ d d C C O A 4 m a E ~ A N ~ ~ .y .i0. a 3 .? F Q d d d r Q: w N ~ 7 ~ Q li c O .U a O O V d d y d d o ~~N GO ~ N N A R F d a~ U N Q U 0 ,~0 y ~ ~ tia ~_ ~ q a° U w ~ a ILQV-L X V L~ J L ~ J ~ U ~ a m Z ~ Q F ~ W L Cr F=-LL ~ ~ ~ ~ N N O V ~np OO ~Ip p) V in ~ N~ ~ M ~ V ~ M N~ F ~ ~ ~ N ~ N A U m v C d -o o U m FJ- m U E ~ a "' U ~ J ~ rn H O O fA N ~ a ~ ~ J N F l0 7 Q Ln ~ CL M M W {0 U M ~n O N N ~ ~? r in ~ ~ ~ ~ W M V C d ~ ~ D y LC a ~ O ~ M M O (O ~ m r ~ n ri M O) fn J ~ N C ~ 7 (D ~ m e ° v M v ~ O N ry J ~ NOO J ~ ~ N O ~ ot1 C T p~ In ~ h ~p O W In M N J N N ~ a J ~ N ~ G M M O V N M fD N~ ~ ~ J N N ~ M N~ J N V fA c 0 c 0 c 0 c 0 , J~ m m m O m ° aa 94~ c° c° c- c= ~ °ia ~ ~¢ ~¢ ~ Q ~¢ Oa ~a h h h n ~ U U U U LY . G C (D (D (D (O ~ ~ n O g n ~ ~ ~ n ~ o a m 'C ~. O N d ~ ~ C C] U ~ t N ~ O1 7 ' ~ C] _ =o > 10 N ~ _ ~ o J ~ 3 d d C ~ J ~ ~ N Lr n ~o V M O D ~ 9 O H O d U N a 'o n 9 D n A 7 7 A p n fl V n h f3 D D A H m O C v e D1 N O m 0 0 ~ I\ N 1 a 0 o~ rn n o M ~ M ~~ M 00 ~ N N~ W N M in M N N ~ ~N MEA ~ fA ~E9 (O ~ O O ry O O N O N M O M- ~ M ~ o D . V ~ O1 ~ v ~ rn~ M~ n to N °~ ~ ~ o co O ~ ~n 00 m M u~ (D N ~ O ~n O M In OD M 1N W N W m N M M NfA ~~ M69 ~fA MfA v~ co ~ n v V a0 N O N '- fA ~ M ~ fH V M ~ N O N O O N n ( O O) I~ W In M ~ fA O O In M ~ fA W aD In M ~ EA m .g m .o ~ .° ~ '°- ~ '° y ~ U ~L U ~L U ~L V D U ~ V y w o ¢ ~ m o ¢ ~ m g ¢ ~ m _o ¢ ~ m o ¢ m o m¢ ~ U ~ U y U y U ~ U ~ U ~ o G O 0 o ri of ri vi ri ri d v v v v v o ~ a ~ ~ ~ ~ ~ ~ a N ~ ~ N d O m U L C a U y ~ U N N t m ~ e U ? Le o x° ~ o ~ D ~n u eo 0 ~m av_ p ~ ~ r n ~ l0 N 0 0 oc 7 r ~ N ~ V O N .- ry A G ~ ~ d U a ° e p O ~ ~ M h ~~w n a ~ ~ ~ A ~ O) n ~ M ~ W fl ~ m r a D ~ v ° r j ~ W D ~ N N fl w O n O N D O In H O N ~ w A ~ CO V ap O ~ ~ ~ 10 (fl p 00 y a0 n n ~ ~ w O N n N ~ ~ (D W M fA p M N M 00! ~ ~ N YI A d m ~ ~ ~ o aaa v h 'm_ d a o a c (7 ~ O c > ~ °. O Q ~ G ~ m o A ~ X U ~? N O O ~ a °' Q E r ~ ~ E ~ r LL a ~'° Y! O .~ O a aco O O U m d .10. O O ~ r m O H d A q F a~i d a David Taussig and Associates, Inc. Page A4-9 TABLE 4G (Not Used) David Taussig and Associates, Inc. Page AS-1 APPENDIX 5 Trip Generation Factors [Insert Appendix 5 ,Austin Faust Report] Exhibit A-1 ADT AND PEAK HOUR TRIP GENERATION RATE SUMMARY A M Peak H our P M Peak H our Land Use Units In Out Total In Out Total ADT 1, LDR (1-7 DU/Acre DU 0.19 0.56 0.75 0.65 0.36 1.01 9 57 2. MDR {8-15 DU/Acre DU 0.13 0.51 0.64 0.56 0.24 0.80 . 8 00 3. MHDR (16-25 DU/Acre DU 0.08 0.43 0.51 0.42 0,20 0,62 , 6 63 4. Transitional Housin Rootn 0.21 0.17 0,38 0.18 0.22 0.40 . 4,90 5. Hotel Rootn 0.34 0.22 0.56 0.32 0.29 0.61 8 23 6,Elementar /Middle School Stu 0.17 0,12 0.29 0.00 0,00 0.00 . 1.02 7. Hi h School Stu 0.32 0.14 0,46 0.06 0.09 0,15 1.79 8. Learnin Cettter TSF 0.66 0.07 0.73 0.15 0.34 0,49 12 6 9. Nei Itborhood Commercial TSF 1.63 1.05 2.68 4.68 5.06 9.74 . 111.82 10. Communit Commercial TSF 1.00 0,64 1.64 2.85 3.09 5.94 68.17 12. General Office TSF 1,65 0.23 1.88 0.31 1.49 1.80 13 27 I4. Militar (Office) TSF 1.65 0.23 1.88 0.31 1.49 1.80 . 13.27 15. I_i ht Industrial/I2&D TSP 1.03 0.21 1.24 0.16 0.92 1.08 8.11 17. Park Acre 0.00 0,00 0,00 0.00 0.00 0.00 5.00 18. Re io~tal Park Acre 0.00 0,00 0,00 0.00 0.00 0.00 5.00 19. Golf Course Acre 0.38 0.10 0.48 0.22 0.50 0.72 8.00 20. Cotnmunit Facilit TSF 2.00 0.25 2.25 0.89 1.97 2.86 25,00 21. Multi lex Theater Seat 0.00 0.00 0.01 0.09 0.06 0.14 1,80 22. Senior Congre ate TSF 0.19 0.19 0.38 0.20 0.22 0.42 6.10 23, S ecialt Retail Center TSF 0.00 0.00 0.00 1.19 1.52 2.71 44 32 24. Theatre Seat 0.00 0.00 0.00 0.01 0.01 0.02 , 1.25 2S. I-Iealth Club TSF 0,51 0,70 1.21 2.07 1,98 4.05 32 93 26. Hi h-Turnover Restaurant TSF 5.99 5.53 11.52 6.66 4.26 10.92 . 127 15 27. Senior Housin Attached DU 0.04 0.04 0,08 0.07 0.04 0.11 . 3.48 28, S orts Park Acre O.Oi 0.00 0,01 3.40 4.10 7.50 53.80 29. Tustin Facilit SG 3.32 I.Ol 4.33 2.27 4.76 7.03 62.20 Note: For a land use over 300 TSF that can be defined as a campus, the square footages are combin ed and the equation-based rates are applied to determine trip generation ( i,e., Shopping Center, Office Park and Industrial Park), The land use-based trip rates for these uses are based on the follow ing equation: LN(T)=AxLN(X)-t-B where X=Land use amount and T=daily trips ----- AM Peak Hour ----- ----- PM Peak Hour ----- Coefficients Pk/ADT Pk/ADT Land Use Type Units A B R1tio In Out Rztio In Out ] 1. Shopping Clr TSF .643 5.866 .024 6l.% 39°l0 .087 48% 52% 13. Office Park TSF .768 3.654 .I42 88% 1 2% .135 17%a 83% 16. Industrial Park TSF .768 3.654 .142 88% 1 2% .135 17% 83% Abbreviations: ADT -average daily trips DU -dwelling units LDR -Low Density Residential MDR -Medium Density Residential MHDR -Medium High Density Residential R&D -Research and Development SG -special generator Stu -student TSF-thousand square feet Trip Rate Sources; MCAS Tustin ETS/HIR and ITE Trip Generat ion Manual, 7`t' Edition. °"-' ~ ~"'~" """'~°'° Austin-Foust Associates, lilt. A-2 Ot G021 rpt4.doc