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HomeMy WebLinkAboutAPPX-A_V8-PFFP_05-00-13Public Facilities Financing Plan Appendix A C ITY OF C HULA V ISTA O TAY R ANCH V ILLAGE 8 W EST SPA P LAN DRAFT PUBLIC FACILITIES FINANCE PLAN Prepared for: CITY OF CHULA VISTA 276 FOURTH AVE. CHULA VISTA CA. 91910 Prepared by: 6020 CORNERSTONE COURT WEST, SUITE 350 SAN DIEGO, CA 92121 PUBLIC REVIEW DRAFT JUNE, 2013 OTAY RANCH VILLAGE 8 WEST SPA TABLE OF CONTENTS City of Chula Vista Otay Ranch Village 8 West SPA Plan June, 2013 Final Draft Public Facilities Finance Plan i 1.0 EXECUTIVE SUMMARY ........................................................................................... 1-1 1.1 Overview............................................................................................................................... 1-1 1.2 Public Facility Cost and Fee Summary for Village 8 West SPA ................................... 1-4 2.0 INTRODUCTION.................................................................................................... 2-1 2.1 Overview............................................................................................................................... 2-1 2.2 Purpose ................................................................................................................................. 2-1 2.3 Growth Management Threshold Standards .................................................................. 2-1 2.4 The Project ............................................................................................................................ 2-3 2.5 Public Facilities Finance Plan Boundaries ....................................................................... 2-3 3.0 LAND USE ASSUMPTIONS ..................................................................................... 3-1 3.1 Purpose ................................................................................................................................. 3-1 3.2 Existing Development ......................................................................................................... 3-1 3.3 Development Phasing Forecast ....................................................................................... 3-2 3.4 Otay Ranch Village 8 West SPA Development Summary ........................................... 3-3 3.5 Development Phasing ....................................................................................................... 3-8 4.0 FACILITY ANALYSIS ................................................................................................ 4-1 4.0.1 Facility Analysis Overview .................................................................................................. 4.1 4.0.2 Thresholds Standards and Mitigations ............................................................................. 4.1 4.1 TRAFFIC ................................................................................................................................................... 4.1-1 4.1.1 GMOC Threshold Standard ........................................................................................... 4.1-1 4.1.1.1 GMOC Level of Service (LOS) Standards ................................................................... 4.1-1 4.1.2 Project Processing Requirements ................................................................................. 4.1-2 4.1.3 Traffic Impact Analysis and Methodology ................................................................. 4.1-2 4.1.4 Village 8 West SPA Trip Generation and Phasing ..................................................... 4.1-8 4.1.5 Threshold Compliance and Requirements .............................................................. 4.1-11 4.1.6 Freeway Segments ....................................................................................................... 4.1-27 4.1.7 Cost & Financing Project Traffic Improvements ...................................................... 4.1-28 4.2 POLICE .................................................................................................................................................... 4.2-1 4.2.1 Threshold Standard ......................................................................................................... 4.2-1 4.2.2 Service Analysis ............................................................................................................... 4.2-1 4.2.3 Project Processing Requirements ................................................................................. 4.2-1 4.2.4 Existing Conditions .......................................................................................................... 4.2-1 4.2.5 Adequacy Analysis ......................................................................................................... 4.2-2 4.2.6 Financing Police Facilities .............................................................................................. 4.2-5 4.2.7 Threshold Compliance and Requirements ................................................................ 4.2-6 4.3 FIRE AND EMERGENCY MEDICAL SERVICES .................................................................................... 4.3-1 4.3.1 Threshold Standard ......................................................................................................... 4.3-1 4.3.2 Service Analysis ............................................................................................................... 4.3-1 4.3.3 Project Processing Requirements ................................................................................. 4.3-1 4.3.4 Existing Conditions .......................................................................................................... 4.3-2 4.3.5 Adequacy Analysis ......................................................................................................... 4.3-2 4.3.6 Financing Fire Service Facilities .................................................................................... 4.3-3 4.3.7 Threshold Compliance and Recommendations ...................................................... 4.3-4 TABLE OF CONTENTS OTAY RANCH VILLAGE 8 WEST SPA Otay Ranch Village 8 West SPA Plan City of Chula Vista Final Draft Public Facilities Finance Plan June, 2013 ii 4.4 SCHOOLS ............................................................................................................................................... 4.4-1 4.4.1 Threshold Standard ......................................................................................................... 4.4-1 4.4.2 Service Analysis ............................................................................................................... 4.4-1 4.4.3 Project Processing Requirements ................................................................................. 4.4-2 4.4.4 Existing Conditions .......................................................................................................... 4.4-3 4.4.5 School Sizing and Location ........................................................................................... 4.4-3 4.4.6 Financing School Facilities............................................................................................. 4.4-5 4.4.7 Threshold Compliance and Recommendations ...................................................... 4.4-7 4.5 LIBRARIES ................................................................................................................................................ 4.5-1 4.5.1 Threshold Standard ......................................................................................................... 4.5-1 4.5.2 Service Analysis ............................................................................................................... 4.5-1 4.5.3 Project Processing Requirements ................................................................................. 4.5-1 4.5.4 Existing Conditions .......................................................................................................... 4.5-1 4.5.5 Adequacy Analysis ......................................................................................................... 4.5-2 4.5.6 Financing Library Facilities ............................................................................................. 4.5-3 4.5.7 Threshold Compliance and Recommendations ...................................................... 4.5-4 4.6 PARKS, TRAILS AND OPEN SPACE ...................................................................................................... 4.6-1 4.6.1 Park Threshold Standard ................................................................................................ 4.6-1 4.6.2 Service Analysis ............................................................................................................... 4.6-1 4.6.3 Project Processing Requirements ................................................................................. 4.6-1 4.6.4 Existing Conditions .......................................................................................................... 4.6-1 4.6.5 Project Park Requirements ............................................................................................ 4.6-1 4.6.6 Park Adequacy Analysis ................................................................................................ 4.6-3 4.6.7 Parkland, Open Space and Trails ................................................................................ 4.6-4 4.6.8 Recreation ........................................................................................................................ 4.6-7 4.6.9 Financing Park Facilities ................................................................................................. 4.6-7 4.6.10 Financing Recreation Facilities ..................................................................................... 4.6-8 4.6.11 Threshold Compliance and Recommendations .................................................... 4.6-10 4.7 WATER ..................................................................................................................................................... 4.7-1 4.7.1 Threshold Standard ......................................................................................................... 4.7-1 4.7.2 Service Analysis: .............................................................................................................. 4.7-1 4.7.3 Project Processing Requirements ................................................................................. 4.7-2 4.7.4 Existing Conditions .......................................................................................................... 4.7-3 4.7.5 Adequacy Analysis ......................................................................................................... 4.7-4 4.7.6 Existing Water Facilities ................................................................................................... 4.7-7 4.7.7 Proposed Facilities: ......................................................................................................... 4.7-8 4.7.8 Financing Water Facilities: ............................................................................................. 4.7-8 4.7.9 Threshold Compliance and Recommendations .................................................... 4.7-10 4.8 SEWER ..................................................................................................................................................... 4.8-1 4.8.1 Threshold Standard ......................................................................................................... 4.8-1 4.8.2 Service Analysis ............................................................................................................... 4.8-1 4.8.3 Project Processing Requirements ................................................................................. 4.8-2 4.8.4 Existing Conditions .......................................................................................................... 4.8-3 4.8.5 Adequacy Analysis ......................................................................................................... 4.8-3 4.8.6 Recommended Sewerage Facilities ........................................................................... 4.8-7 4.8.7 Financing Sewerage Facilities ...................................................................................... 4.8-8 OTAY RANCH VILLAGE 8 WEST SPA TABLE OF CONTENTS City of Chula Vista Otay Ranch Village 8 West SPA Plan June, 2013 Final Draft Public Facilities Finance Plan iii 4.8.8 Threshold Compliance and Recommendations .................................................... 4.8-10 4.9 DRAINAGE ............................................................................................................................................. 4.9-1 4.9.1 Threshold Standard ......................................................................................................... 4.9-1 4.9.2 Service Analysis ............................................................................................................... 4.9-1 4.9.3 Project Processing Requirements ................................................................................. 4.9-2 4.9.4 Existing Conditions .......................................................................................................... 4.9-2 4.9.5 Proposed Facilities .......................................................................................................... 4.9-3 4.9.6 Financing Drainage Facilities ........................................................................................ 4.9-8 4.9.7 Threshold Compliance ................................................................................................... 4.9-8 4.10 AIR QUALITY ....................................................................................................................................... 4.10-1 4.10.1 Threshold Standard ....................................................................................................... 4.10-1 4.10.2 Service Analysis ............................................................................................................. 4.10-1 4.10.3 Threshold Compliance and Recommendations .................................................... 4.10-3 4.11 CIVIC CENTER ................................................................................................................................... 4.11-1 4.11.1 City Threshold Standards ............................................................................................. 4.11-1 4.11.2 Existing Conditions ........................................................................................................ 4.11-1 4.11.3 Adequacy Analysis ....................................................................................................... 4.11-1 4.11.4 Financing Civic Center Facilities ................................................................................ 4.11-1 4.11.5 Threshold Compliance and Recommendations .................................................... 4.11-2 4.12 CORPORATION YARD ...................................................................................................................... 4.12-1 4.12.1 Threshold Standards ..................................................................................................... 4.12-1 4.12.2 Existing Conditions ........................................................................................................ 4.12-1 4.12.3 Adequacy Analysis ....................................................................................................... 4.12-1 4.12.4 Financing Corporate Yard Facilities .......................................................................... 4.12-1 4.12.5 Threshold Compliance ................................................................................................. 4.12-2 4.13 OTHER PUBLIC FACILITIES ................................................................................................................. 4.13-1 4.13.1 Threshold Standard ....................................................................................................... 4.13-1 4.13.2 Service Analysis ............................................................................................................. 4.13-1 4.13.3 Existing Conditions ........................................................................................................ 4.13-1 4.13.4 Financing Administration Facilities ............................................................................. 4.13-1 4.13.5 Threshold Compliance and Recommendations .................................................... 4.13-2 4.14 PUBLIC FACILITY FINANCE ............................................................................................................... 4.14-1 4.14.1 Overview......................................................................................................................... 4.14-1 4.14.2 Subdivision Exactions .................................................................................................... 4.14-1 4.14.3 Development Impact Fee Programs ........................................................................ 4.14-1 4.14.4 Debt Finance Programs ............................................................................................... 4.14-2 4.14.5 Other Methods Used to Finance Facilities ................................................................ 4.14-2 4.14.6 Public Facility Finance Policies ................................................................................... 4.14-3 4.14.7 Cumulative Debt ........................................................................................................... 4.14-4 4.14.8 Maintenance Districts .................................................................................................. 4.14-6 4.14.9 Life Cycle Cost Analysis ............................................................................................... 4.14-7 5.0 FISCAL IMPACT ANALYSIS ..................................................................................... 5-1 LIST OF EXHIBITS AND TABLES OTAY RANCH VILLAGE 8 WEST SPA Otay Ranch Village 8 West SPA Plan City of Chula Vista Final Draft Public Facilities Finance Plan June, 2013 iv 1.0 EXECUTIVE SUMMARY Table 1.1- Summary of estimated DIF Revenues .......................................................... 1-6 Table 1.2 – Timing and Obligations for Facilities ........................................................... 1-7 2.0 INTRODUCTION Exhibit 2.1- Otay Ranch Village 8 West Vicinity Map ................................................... 2-4 3.0 LAND USE ASSUMPTIONS Table 3.1 – Estimated Five-Year Residential Units Forecast, East Area ..................... 3-2 Exhibit 3.1- Site Utilization Plan .......................................................................................... 3-5 Exhibit 3.2 – Conceptual Phasing Plan ........................................................................... 3-6 Exhibit 3.3 – Ownership Map ............................................................................................. 3-7 Table 3.2 – Conceptual Phasing Summary .................................................................... 3-8 4.0 FACILITY ANALYSIS Table 4.0.1- Facility Level of Service Analysis ................................................................. 4.1 4.1 TRAFFIC Table 4.1.1- GMOC Level of Service (LOS) Definitions .............................................. 4.1-2 Exhibit 4.1.1- Project Traffic Impact Analysis Study Area .......................................... 4.1-3 Table 4.1.2 – Gross and Net Project Trip Generation Summary ............................ 4.1-10 Table 4.1.3A - Project Access and Direct Traffic Impact Mitigations .................. 4.1-20 Table 4.1.3B – Roadway Improvements Constructed by Others ........................ 4.1-23 Table 4.1.4 – Internal Street Improvements ............................................................... 4.1-24 Exhibit 4.1.2 - Village 8 West Internal Street Map ..................................................... 4.1-25 Table 4.1.5 – Freeway Segments ................................................................................ 4.1-27 Table 4.1.6 – Freeway Ramp Conditions With and Without Project .................... 4.1-27 Table 4.1.7 - Estimated Cost of Road Improvements ............................................. 4.1-28 Table 4.1.8 - Transportation Development Impact Fee Schedule ....................... 4.1-29 Table 4.1.9 - Estimated Project TDIF Revenue .......................................................... 4.1-30 Table 4.1.10 - Estimated Traffic Signal Fee Revenue ............................................... 4.1-30 4.2 POLICE Table 4.2.1 - Historic Response Times, Priority I ............................................................ 4.2-2 Table 4.2.2 - Historic Response Times, Priority II ........................................................... 4.2-3 Table 4.2.3 – Modified Threshold for Priority I .............................................................. 4.2-4 Table 4.2.4 - Modified Threshold for Priority II .............................................................. 4.2-4 Table 4.2.5 – Public Facilities Fees for Police .............................................................. 4.2-6 OTAY RANCH VILLAGE 8 WEST SPA LIST OF EXHIBITS AND TABLES City of Chula Vista Otay Ranch Village 8 West SPA Plan June, 2013 Final Draft Public Facilities Finance Plan v 4.3 FIRE AND EMERGENCY MEDICAL SERVICES Table 4.3.1 –Current and Planned Fire Station Facilities ........................................... 4.3-2 Table 4.3.2 - Fire/EMS - Emergency Response Times Since 1999 ............................ 4.3-3 Table 4.3.3 - Public Facilities Fees for Fire/EMS ........................................................... 4.3-4 4.4 SCHOOLS Table 4.4.1 - Student Generation by Phase ................................................................ 4.4-4 Table 4.4.2 –School Facilities Community Facility District by Development ......... 4.4-6 4.5 LIBRARIES Table 4.5.1 – Current Library Facilities .......................................................................... 4.5-2 Table 4.5.2 – Forecasted Library Space Demand vs. Supply .................................. 4.5-3 Table 4.5.3 - Public Facilities Fees for Libraries by Phase .......................................... 4.5-4 4.6 PARKS, TRAILS AND OPEN SPACE Table 4.6.1 - Quimby Act Parkland Requirement for Village 8 West ..................... 4.6-2 Table 4.6.2 –Chula Vista Parkland Dedication Ordinance Standards .................. 4.6-2 Table 4.6.3 - Parkland Ordinance Dedication Requirements for Project ............. 4.6-2 Table 4.6.4 –Park Acres and Eligible Credits ............................................................... 4.6-3 Table 4.6.5 - Estimated Park Acreage Demand vs. Supply East of I -805 .............. 4.6-4 Table 4.6.6 - Village 8 West SPA Park Demand by Phase ........................................ 4.6-4 Table 4.6.7 - Village 8 West Preserve Conveyance Obligation .............................. 4.6-6 Table 4.6.8 - Park Development Component (PAD) Fees ....................................... 4.6-7 Table 4.6.9 - Park Acquisition Component (PAD) Fees ............................................ 4.6-8 Table 4.6.10 - Public Facilities Fees for Recreation Facilities .................................. 4.6-10 Exhibit 4.6.1 – Designated Parks and Open Space ................................................. 4.6-12 4.7 WATER Table 4.7.1 - Potable Water Demands for Land Uses ............................................... 4.7-5 Table 4.7.2 - Potable Water Demands by Project Phase ......................................... 4.7-6 Table 4.7.3 - Average Recycled Water Demand by Land Use .............................. 4.7-7 Table 4.7.4 - Water Facilities by Phase ......................................................................... 4.7-9 Exhibit 4.7.1 –Otay Water District Central Area CIP ................................................ 4.7-12 Exhibit 4.7.2 – Off-site Potable Water Facilities ......................................................... 4.7-13 Exhibit 4.7.3 – On-site Potable Water Facilities ......................................................... 4.7-14 Exhibit 4.7.4 –Water Facilities Phasing Plan ............................................................... 4.7-15 Exhibit 4.7.5 – On-Site Recycled Water Facilities ..................................................... 4.7-16 LIST OF EXHIBITS AND TABLES OTAY RANCH VILLAGE 8 WEST SPA Otay Ranch Village 8 West SPA Plan City of Chula Vista Final Draft Public Facilities Finance Plan June, 2013 vi 4.8 SEWER Table 4.8.1 - Land Use Summary and Sewage Generation .................................... 4.8-2 Table 4.8.2 - Chula Vista Subdivision Manual Sewer Design Criteria ..................... 4.8-4 Table 4.8.3 - On-Site Sewage Generation .................................................................. 4.8-5 Table 4.8.4 - Upstream Off-Site Sewage Flows ........................................................... 4.8-6 Table 4.8.5 - Summary of EDUs by Phase .................................................................... 4.8-8 Table 4.8.6 - Salt Creek Sewer Basin Impact Fees ..................................................... 4.8-9 Table 4.8.7 - Residential Sewerage Participation Fee .............................................. 4.8-9 Table 4.8.8 - Sewer Facility Phasing ............................................................................ 4.8-12 Exhibit 4.8.1 – Off-Site Sewer Facilities ........................................................................ 4.7-13 Exhibit 4.8.2 – On-Site Sewer Facilities ........................................................................ 4.7-14 Exhibit 4.8.3 – On-Site Sewer Facilities Phasing ......................................................... 4.7-15 4.9 DRAINAGE Table 4.9.1 - Pre & Post Development Storm Water Flows ....................................... 4.9-4 Table 4.9.2 – Storm Water Pollutants Generated By Land Use Type ...................... 4.9-7 Exhibit 4.9.1 - Drainage Basins and Major Storm Drains .......................................... 4.9-11 4.10 AIR QUALITY Table 4.10.1 - CO2 Index Model Indicators ............................................................... 4.10-3 4.11 CIVIC CENTER Table 4.11.1 - Public Facilities Fees for Civic Center ............................................... 4.11-2 4.12 CORPORATION YARD Table 4.12.1 - Public Facilities Fees for Corporation Yard ...................................... 4.12-2 4.13 OTHER PUBLIC FACILITIES 4.13.1 - Public Facilities Fees for Program Administration ...................................... 4.13-2 4.14 PUBLIC FACILITY FINANCE 4.14.1 - Estimated Revenue Available for Debt Service ........................................ 4.14-5 4.14.2 - Net Bond Proceeds Annual Debt Service ................................................... 4.14-6 4.14.3 - Estimate of Facility Cost Potentially Funded from Debt Service ............. 4.14-6 5.0 FISCAL IMPACT ANALYSIS – Appendix Tables ............................................................ 5.18 OTAY RANCH VILLAGE 8 WEST SPA 1 EXECUTIVE SUMMARY City of Chula Vista Otay Ranch Village 8 West SPA Plan June, 2013 Final Draft Public Facilities Finance Plan 1-1 1.0 EXECUTIVE SUMMARY 1.1 OVERVIEW This Public Facility Finance Plan (PFFP) addresses the public facility needs associated with the Otay Ranch Village 8 West Sectional Planning Area (SPA) Plan and the Otay Ranch General Development Plan (GDP). The developer-proposed project as described in the SPA Plan is referred to as Village 8 West or the “Village 8 West SPA Plan” in this PFFP. Growth Management Program The Chula Vista Growth Management Program (GMP) was first adopted by the City Council in 1991. The purpose of the GMP is to implement the City’s General plan and establish a mechanism that helps to insure that development does not occur unless facilities and improvements are available to support that development. The GMP does this by identifying all facilities and improvements necessary to accommodate the land uses specified in the General Plan, by indicating where and when facilities fall short of threshold level of service standards established for each facility type, and by identifying the means by which additional facilities shall be provided. The GMP is implemented through the Growth Management Oversight Committee (GMOC) process. The GMOC monitors the impact of development on the City’s ability to provide services. The thresholds monitored by the GMOC are as follows:  Traffic  Police  Fire and Emergency Medical Services  Schools  Libraries  Parks, Trails and Open Space  Water  Sewer  Drainage  Civic Center  Corporation Yard  Air Quality  Fiscal Impacts This PFFP for the Village 8 West project has been prepared under the requirements of the City of Chula Vista’s GMP and the, Growth Management provisions of the General Plan. The preparation of the PFFP is required in conjunction with the preparation of the SPA Plan for the project to ensure that the development of the project is consistent with the overall goals and policies of the City’s General Plan, the GMP, and the General Plan. This PFFP is based upon the project information that has been presented in the Otay Ranch Village 8 West Sectional Plan Area (SPA), and prepared by William Hezmalhalch Architects, Inc.. Facility Thresholds Facility thresholds are indicators of the capacity of a given facility to meet increasing demand from new development while remaining in compliance with the GMP Threshold Standards 1 EXECUTIVE SUMMARY OTAY RANCH VILLAGE 8 WEST SPA Otay Ranch Village 8 West SPA Plan City of Chula Vista Final Draft Public Facilities Finance Plan June, 2013 1-2 established for each facility category1. When the established thresholds for a specific facility are projected to be reached or exceeded based upon the analysis of the development of the project, the PFFP identifies those facilities necessary for continued compliance with the GMP and, where appropriate, outlines conditions of ap proval that would be applied to future project entitlements. The PFFP does not propose a different development phasing from that proposed by the Village 8 West SPA Plan, but requires that the development should be limited or reduced until certain actions are taken to guarantee public facilities will be available or provided to meet the Quality of Life Standards. Subsequent changes to the SPA Plan may require an amendment to this PFFP. Performance of Threshold-Driven Actions Typically, as an applicant receives each succeeding development approval, the applicant must perform a series of required actions intended to assure that facilities will be provided concurrently with need. Failure to perform any required action will curtail additional development approvals. The typical actions are illustrated below: GDP:  Goals, objectives & policies established;  Facility thresholds established;  Processing requirements established. SPA:  Facility financing refined and funding source identified consistent with GDP goals, objectives & policies;  Facility demand and costs calculated consistent with adopted land uses and GDP - defined methodologies;  Specific facility financing and phasing analysis performed to assure compliance with Growth Management Thresholds;  Facilities sited and zoning identified. Tentative Map:  Subdivision approval conditioned upon assurance of facility funding ;  Subdivision approval conditioned upon payment of fees, or the dedication, reservation or zoning of land for identified facilities;  Subdivision approval conditioned upon construction of certain facility improvements. 1 Also found in Sec 19.09.04 of the Chula Vista Municipal Code, (Growth Management Program Policy and Ordinance) OTAY RANCH VILLAGE 8 WEST SPA 1 EXECUTIVE SUMMARY City of Chula Vista Otay Ranch Village 8 West SPA Plan June, 2013 Final Draft Public Facilities Finance Plan 1-3 Final Map:  Tentative Map conditions performed;  Lots created. Building Permit:  Impact fees paid as required. Role of the PFFP in the Entitlement Process The critical link between the City’s Quality of Life thresholds and development entitlement is the PFFP. Part II, Chapter 9, Section C of the GDP/SPA Processing Requirements, General Development Plan Implementation, requires the preparation of a PFFP as a condition of approval of all SPAs. This PFFP satisfies the GDP requirement. The PFFP requires the preparation and approval of phasing schedules showing how and when facilities and improvements necessary to serve proposed development will be installed or financed to meet the threshold standards, including:  An inventory of present and future requirements for each facility based on GMP standards;  A summary of estimated facilities costs;  A facility phasing schedule establishing the timing for installation or provisions of facilities ;  A financing plan identifying the method of funding for each facility required ;  A fiscal impact report analyzing SPA consistency with the requirements and conclusions of the GDP. General Municipal Code PFFP Provisions Applicable to the SPA Plan 1) Section 19.09.05D Chula Vista Municipal Code (CVMC) provides that no SPA plan or tentative subdivision map shall be approved, or deemed to be approved, without an approved PFFP. Furthermore “No final map shall be approved until all the conditions of the PFFP, the water conservation plan and the air quality plan have been met, or the project applicant has provided adequate security to the city that said plans will be implemented.” (CVMC 19.09.05E) 2) No development shall occur in a PFFP area if the demand for any public facilities and services exceeds capacity and it is not feasible to increase capacity prior to completion of development unless means, schedule and financing for increasing the capacity is established through the execution of a binding agreement providing for installation and maintenance of such facilities or improvements in advance of the City’s phasing schedule (CVMC 19.09.05H) 3) The Chula Vista Municipal Code provides that, if the City Manager determines facilities or improvements within a PFFP are inadequate to accommodate any further development within that area, the City Manager shall immediately report the deficiency to the City Council. If the City Council determines that such events or changed circumstances adversely affect the health, safet y or welfare of City, the City may require amendment, 1 EXECUTIVE SUMMARY OTAY RANCH VILLAGE 8 WEST SPA Otay Ranch Village 8 West SPA Plan City of Chula Vista Final Draft Public Facilities Finance Plan June, 2013 1-4 modification, suspension, or termination of an approved PFFP. (CVMC Section 19.09.100C) 4) The PFFP shall be implemented in accordance with CVMC 19.09.090. Future amendments shall be in accordance with CVMC 19.09.100 and shall incorporate newly acquired data, to add conditions and update standards as determined necessary by the City through the required monitoring program. PFFP Applicability and Compliance This PFFP applies to all future projects within Village 8 West. Future projects will be reviewed for consistency with the SPA Plan, this PFFP and the Village 8 West Environmental Impact Report (EIR). Future projects that are determined to be inconsistent with the SPA Plan, PFFP and /or EIR may require additional environmental review and may require amendments to the SPA Plan and PFFP. The following also apply to the PFFP and the SPA Plan: 1) This PFFP analyzes the maximum allowable development potential for planning purposes only. The approval of this plan does not guarantee specific development densities. 2) The facilities and phasing requirements identified in this PFFP are based on the Village 8 West SPA Plan Site Utilization Plan. 3) The plan analysis is based upon the non-sequential and conceptual phasing presented in the Village 8 West SPA Plan document. Significant changes to the conceptual phasing plan may require an amendment to the PFFP. 4) Approval of this PFFP is contingent upon approval of the amendments to the General Plan, the General Development Plan, and certification of the associated Supplemental EIR (SEIR #09-01) by the City Council. the Village 8 West SPA Plan, and the associated project level EIR. 5) Approval of this PFFP is contingent upon approval of the amendments to the General Plan, the General Development Plan, and certification of the associated Village 8 West SPA and EIR 10-03 by the City Council. 1.2 PUBLIC FACILITY COST AND FEE SUMMARY FOR VILLAGE 8 WEST SPA The following tables identify and summarize the various facility costs and impact fees associated with development of the project. The facilities and their estimated costs are identified in detail in subsequent sections of this document. (NOTE: The costs contained in this PFFP are for illustrative purposes only and are based upon estimates provided by the developer at the time of preparation of this PFFP. The developer’s obligation to provide such facilities is not based on the estimate of costs of such facilities as indicated herein.) The tables indicate a recommended financing alternative based upon current Chula Vista practices and policies. However, where another financing mechanism may be shown at a later date to be more effective, the City may implement such other mechanisms in accordance with City policies. This will allow the City maximum flexibility in determining the best use of public financing to fund publi c infrastructure improvements. OTAY RANCH VILLAGE 8 WEST SPA 1 EXECUTIVE SUMMARY City of Chula Vista Otay Ranch Village 8 West SPA Plan June, 2013 Final Draft Public Facilities Finance Plan 1-5 Transportation Improvements The Traffic Impact Analysis by RBF Consulting, updated March 8, 2013, has identified on-site and off-site road improvements that will be required in connection with the development of the project. The estimated costs of street improvements are identified in Section 4.1 “Traffic”, Table 4.1.7. In the event the developer constructs a Transportation Development Impact Fee (TDIF) improvement, the cost of the improvement may be eligible for credit against payment of TDIF fees. The developer as a project exaction shall complete construction of non -TDIF eligible improvements as required by the Village 8 West EIR and this PFFP. Table 4.1.7 lists both off-site and on-site improvements. TDIF Fees and traffic signal fees generated by the p roject are identified on Table 1.1. Funding for street improvements may be accomplished in one or more possible funding alternatives such as:  Payment of TDIF fees.  Construction of improvements by developer with credit toward DIF fees on building permits.  Financing through assessment districts or Community Facility Districts (CFD).  Expenditure of available DIF account funds.  Construction of improvements by other developers.  Federal Funds. Wastewater, Water and Drainage Certain off-site sewer, drainage and water facilities are the responsibility of the developer if the facility is needed to support the proposed development. Schools The proposed Village 8 West SPA Plan’s 2,050 residential units will generate approximately 556 elementary school students. To provide for future elementary school demand in Village 8 West, an elementary school site of approximately 11.4 acres is planned within the project. The project’s residential units will generate approximately 175 middle school age students. To provide for future middle school demand in Village 8 West, a middle school site of approximately 20acres is planned within the project. Final determination for the need for these school sites will be made by Chula Vista Elementary School District and Sweetwater Union High School District. The project will also generate approximately 291 high school students. Currently, Village 8 West is within the Olympian High School attendance area; however, enrollment at that school is expected to exceed capacity before Village 8 West has begun construction. However, another high school is being planned at the intersection of Hunte Parkway and Eastlake Parkway. The developer shall satisfy its obligations to mitigate the Project’s impacts on school facilities as required by state law. Other Public Facilities The project will trigger development impact fees for libraries, police, fire services, civic center, corporation yard, and other city public facilities. These facilities will be funded, in part, from revenues generated from the payment of Public Facilities Development Impact Fees (PFDIF) at building permit issuance. 1 EXECUTIVE SUMMARY OTAY RANCH VILLAGE 8 WEST SPA Otay Ranch Village 8 West SPA Plan City of Chula Vista Final Draft Public Facilities Finance Plan June, 2013 1-6 Altogether, the projected development impact fee revenues (including TDIF, traffic signal fee and the PFDIF) by phase and facility for Village 8 West are identified on Table 1.1. TABLE 1.1 SUMMARY OF ESTIMATED CITY DIF REVENUES BY PHASE & FACILITY Source: City of Chula Vista Form 5509 - Development Checklist dated 10/1/12 Notes: (a) Transportation Development Impact Fee (TDIF). (b) No city imposed DIF program in place for drainage improvements the Project developer is fully responsible for all storm water management improvements through the Subdivision Ordinance and Storm Water Manual. (c) No City imposed DIF program for school facilities. However, all properties, including non - residential, are assessed a fee and/or, if a Mello-Roos district is formed, a special tax to fully mitigate impacts on school facilities caused by residential development. (d) Includes both Development and Acquisition in lieu. Not applicable to non -residential projects. (e) Facilities funded by Public Facilities DIF component. (f) Includes Salt Creek Development Impact Fees includes Sewer Capacity Fees for residential only. For phasing, refer to Land Use Assumptions Exhibit 3.2. Totals rounded to nearest $1,000. PFDIF and TDIF fees are based on the City of Chula Vista’s Development Checklist for Municipal Code Requirements, Form 5509, revised October 1, 2012. Fees are subject to change as the ordinance is amended by the City Council from time to time , unless stated otherwise in a separate development agreement. Table 1.2 identifies the timing and the obligation to provide each facility requirement. Construction of these facilities is timed so that they are in place concurrent with need. Timing is determined by applying the threshold standards of each facility to the need generated for that facility by the development. Facility Orange Blue Yellow Purple Green Total Traffic (a)$6,130,176 $3,144,960 $7,223,424 $2,421,120 $3,124,992 $22,045,000 Traffic Signal $400,707 $205,574 $472,168 $158,260 $204,269 $1,441,000 Sewer (f)$1,941,210 $1,365,452 $2,999,203 $1,076,660 $1,261,561 $8,644,000 Drainage (b)$0 Water (b)$0 Schools (c)$0 Parks (d)$6,666,426 $5,015,440 $10,026,090 $3,885,200 $4,102,178 $29,695,334 Police (e)$888,995 $470,304 $1,414,758 $364,320 $559,957 $3,698,000 Fire (e)$536,655 $388,796 $774,094 $301,180 $307,992 $2,309,000 Library (e)$727,740 $441,620 $1,189,575 $342,100 $486,715 $3,188,000 Recreation (e)$552,240 $335,120 $902,700 $259,600 $369,340 $2,419,000 Civic Center (e)$1,291,087 $769,072 $2,012,424 $595,760 $802,532 $5,471,000 Corp. Yard (e)$242,557 $126,664 $317,744 $98,120 $111,741 $897,000 Administration (e)$283,685 $169,264 $441,905 $131,120 $176,219 $1,202,000 PFDIF Total $4,522,958 $2,700,840 $7,053,201 $2,092,200 $2,814,496 $19,184,000 Total $19,661,000 $12,432,000 $27,774,000 $9,633,000 $11,507,000 $81,009,334 Phase Source: City of Chula Vista Form 5509 - Development Checklist dated 9/24/12 PFDIF Components OTAY RANCH VILLAGE 8 WEST SPA 1 EXECUTIVE SUMMARY City of Chula Vista Otay Ranch Village 8 West SPA Plan June, 2013 Final Draft Public Facilities Finance Plan 1-7 TABLE 1.2 TIMING AND OBLIGATION FOR FACILITY Facility Developer Obligation Timing of Facility in terms of Village 8 West entitlements1 Eastern Area Transportation Improvements2 Pay TDIF Prior to issuance of each building permit Traffic Signals Developer secures and agrees to construct traffic signals at the intersections of all internal Project streets and the major road improvements below that are developer's direct responsibility.3 With associated street improvements when triggered below PROJECT REQUIREMENTS FOR MAJOR TDIF IMPROVEMENTS Olympic Pkwy & Brandywine Ave Modifications to the traffic signal /intersection to provide a northbound right- turn overlap phase. Developer secures and agrees to construct. Final Map containing the 1,388th EDU Heritage Road 6 lane prime from Olympic Parkway to Santa Victoria Developer secures and agrees to construct. Final Map containing the 1,388th EDU Extension of roadway as a 6 lane prime from Santa Victoria to Main Street. Assumed to be constructed by others. Developer will pay TDIF as mitigation for cumulative impact to roadway. Final Map containing the 1,388th EDU Widen the segment between Main and Avenida de las Vista from two lanes to six lane prime arterial Assumed to be constructed by others. Developer will pay TDIF as mitigation for cumulative impact to roadway. Final Map containing the 1,388th EDU Main Street Two lanes from La Media Avenue to Magdalena Developer secures and agrees to construct. Final Map containing the 1st EDU Complete construction to 4 lane Town Center arterial Developer secures and agrees to construct. Final Map containing the 1,388th EDU Eastern Project boundary to Eastlake Parkway, including the SRT-125 overcrossing, as 6 lane Gateway Developer secures and agrees to construct. Final Map containing the 2,234th EDU North and Southbound ramps at SR-125 Developer secures and agrees to construct. Final Map containing the 2,610th EDU Heritage Road to western Project boundary as a 6 lane Prime Assumed to be constructed by others. Developer will pay TDIF as mitigation for cumulative impact to roadway. Final Map containing the 2,234th EDU La Media Road Two lanes from existing terminus to Project Street "C" Developer secures and agrees to construct. Final Map containing the 1st EDU Complete construction to 4 lane Town Center arterial to Street "C" Developer secures and agrees to construct. Final Map containing the 1,388th EDU Otay Valley Rd 4 lane major road from south of Main Street to Project Street "A" Developer secures and agrees to construct. Final Map containing the 302nd EDU 4 lane major road from Street "A" in the Project to southeastern Project boundary. Developer secures and agrees to construct. Final Map containing the 1,388th EDU From southeastern Project boundary to Street "A" in Village 9 as a 4-lane major, including the SR-125 overcrossing. Developer secures and agrees to construct. Final Map containing the 2,610th EDU 1 EXECUTIVE SUMMARY OTAY RANCH VILLAGE 8 WEST SPA Otay Ranch Village 8 West SPA Plan City of Chula Vista Final Draft Public Facilities Finance Plan June, 2013 1-8 TABLE 1.2 TIMING AND OBLIGATION FOR FACILITY (CONTINUED) Facility Developer Obligation Timing of Facility or obligation in terms of Village 8 West entitlements PROJECT REQUIREMENTS FOR OTHER MAJOR PUBLIC FACILITIES Sewer4 On-site Sewer Developer builds as subdivision improvements per Subdivision Ordinance Concurrent with development Off-site Sewer (Treatment Capacity) Pay Sewer Capacity Fees Prior to issuance of each building permit Connection to Salt Creek Sewer Developer builds as subdivision improvements per Subdivision Ordinance Prior to the Final Map containing the 1st EDU Salt Creek Interceptor Sewer Pay Salt Creek Interceptor Impact Fee and participate in the Salt Creek DIF Update Prior to issuance of each building permit Main Street Trunk, interim condition5 Construct the Main Street Trunk in Main Street sized for the permanent condition. Provide a stub at the western Project boundary for future connection to the Main Street Trunk in Village 4. Install a diversion structure in the Trunk to direct flow into the deep sewer in Main Street and Otay Valley Road. Concurrent with development of the Project areas that flow into the Main Street Trunk. Main Street Trunk, permanent condition5 Connect the Village 8 West reach of the Main Street Trunk to the reach in Village 4, remove the diverter and abandon the deep sewer in Main Street and Otay Valley Road. When the Main Street Trunk is completed in Village 4 and connected to the Salt Creek Interceptor to the west Drainage Developer builds as subdivision improvements per Subdivision Ordinance Concurrent with development Water6 Pay OWD Capacity Fees Pay @ purchase of Water Meters On- and off-site water Per SAMP Per SAMP and Fire Marshal Relocate City of San Diego water lines Developer/City of San Diego With 1st grading permit Police Pay PFDIF Prior to issuance of each building permit Fire Pay PFDIF Prior to issuance of each building permit Schools7 Designate Elementary School Site Per Agreement for Community Facilities District (CFD) for School Facilities, or prior to building permit if paying fees Designate Middle School Site Pay SUHSD fees or form CFD Pay CVESD fees or form CFD OTAY RANCH VILLAGE 8 WEST SPA 1 EXECUTIVE SUMMARY City of Chula Vista Otay Ranch Village 8 West SPA Plan June, 2013 Final Draft Public Facilities Finance Plan 1-9 TABLE 1.2 TIMING AND OBLIGATION FOR FACILITY (CONTINUED) Facility Developer Obligation Timing of Facility or obligation in terms of Village 8 West entitlements Libraries Pay PFDIF Prior to issuance of each building permit Parks Community Developer dedicates land at first Final Map/Developer pays in lieu fees prior to each DU building permit Final Map containing the 1st EDU Neighborhood Developer dedicates land at first Final Map/Developer pays in lieu fees prior to each DU building permit Final Map containing the 1st EDU Town Center Developer dedicates land at first Final Map/Developer completes construction Prior to 383rd Building Permit in Orange Phase. Recreation Pay PFDIF Prior to issuance of each building permit Civic Center Pay PFDIF Prior to issuance of each building permit Corporation Yard Pay PFDIF Prior to issuance of each building permit Other Public Facilities Pay PFDIF Prior to issuance of each building permit Table 1.2 Notes All improvements shall be constructed per the adopted conditions of subdivision approval, or secured to the satisfaction of the City Engineer. 1Project timing thresholds for transportation improvements are found in the Village 8 West Traffic Impact Analysis report dated March 8, 2013 by RBF Consulting. One Equivalent Dwelling Unit (EDU) generates ten daily trips. 2 The developer is obligated to pay with each building permit the Eastern Area Transportation Development Impact Fee (TDIF) in effect at the time of issuance of building permits. Construction by the developer of one or more of the TDIF-eligible road improvements below may result in a credit against the fee, as det ermined by the City Engineer. 3 Developer is also obligated to pay the Traffic Signal Fee with each building permit, but will be eligible for a credit agains t the fee for installation by the developer of signal improvements (see Traffic Section). 4Development shall not occur without adequate sewer capacity as determined by the City Engineer. See Sewer section for specific facility requirements per phase. 5 The Main Street Trunk Sewer currently is an obligation to construct of Village 4 to the west of the Project. The Developer shall be responsible for making the necessary modifications to connect to the system (See Sewer section 4.8.6) 6See Water section 4.7.7 for specific facility requirements per phase. Developer shall complete a SAMP prior to the first Final Map. At this time, the SAMP will determine the water and reclaimed water facilities, on- and off-site development, to be constructed/funded by the Developer. Otay Ranch Village 8 West will be required to provide all facilities needed to serve the Project when constructed without reliance on the phased construction of adjacent projects, which are planned to provide improvements. 7 Developer shall comply with State law regarding mitigation of impacts to school facilities, which may include formation of a CFD (Mello-Roos districts) for school facilities and/or payment and crediting of fees. Compliance with the mitigation requirements shall be demonstrated prior to the issuance of a building permit. (See School section 4.4.7) 8 Developer may bond and construct the entire bridge or create a funding mechanism prior to the first final Map for the Project to the satisfaction of the City Engineer. OTAY RANCH VILLAGE 8 WEST SPA 2 INTRODUCTION City of Chula Vista Otay Ranch Village 8 West SPA Plan June, 2013 Final Draft Public Facilities Finance Plan 2-1 2.0 INTRODUCTION 2.1 OVERVIEW The City of Chula Vista looks comprehensively at the issues dealing with development and the additional impacts it places on public facilities and services. The approval of the Growth Management Element set the stage for the creation of the City’s Growth Management Program that addresses growth related issues. The Chula Vista City Council first adopted the Growth Management Program and Implementing Ordinance No. 2448 on May 28, 1991. These documents implement ed the Growth Management Element of the General Plan, and establish ed a foundation for carrying out the development policies of the City by directing and coordinating future growth in order to guarantee the timely provision of public facilities and services. The Growth Management Program requires a Public Facilities Finance Plan (PFFP) to be prepared for future development projects requiring a Sectional Planning Area (SPA) Plan or Tentative Map. The contents of the PFFP are governed by Section 19.09.060 of the Municipal Code, which requires that the plan show how and when the public facilities and services identified in the Growth Management Program will be installed or financed. 2.2 PURPOSE The purpose of all PFFP’s in the City of Chula Vista is to implement the City's Growt h Management Program and to meet the General Plan goals and objectives, specifically those of the Growth Management Element. The Growth Management Program ensures that development occurs only when the necessary public facilities and services exist or are p rovided concurrent with the demands of new development. The Growth Management Program requires that a PFFP be prepared for every new development project, which requires either SPA Plan or tentative map approval. Similarly, amendments to a SPA Plan may require an amendment or a supplement to the PFFP. The PFFP is intended to be a dynamic and flexible document. The goal of the Financing Plan is to assure adequate levels of service are achieved for all public facilities impacted by the project. It is understood that assumed growth projections and related public facility needs are subject to a number of external factors, such as the state of the economy, the City's future land use approval decisions, etc. It is also understood that the funding sources specified herein may change due to financing programs available in the future or requirements of either state or federal law. It is intended that cost estimates contained herein are for illustrative purpose only and it is expected that the actual costs of such improvements will vary over time. These cost changes are not considered revisions to the PFFP and may be handled administratively. W hereas, significant revisions to the facilities-driven growth phases are to be accomplished through an update process via an amendment to or a supplement to the PFFP. 2.3 GROWTH MANAGEMENT THRESHOLD STANDARDS City Council Resolution No. 13346 identified eleven public facilities and services with related threshold standards and implementation measures that shall be monitored under the GMP. These public facilities and services were listed in a policy statement dated November 17, 1987 and have subsequently been refined based on recommendations from the Growth Management Oversight Commission (GMOC). 2 INTRODUCTION OTAY RANCH VILLAGE 8 WEST SPA City of Chula Vista Otay Ranch Village 8 West SPA Plan June, 2013 Final Draft Public Facilities Finance Plan 2-2 The public facilities, services, and threshold standards that are monitored include:  Traffic  Police  Fire/EMS  Schools  Libraries  Parks and Recreation  Water  Sewer  Drainage  Air Quality  Fiscal During development of the Growth Management Program two new facilities were added to the list of facilities to be analyzed in the PFFP:  Civic Facilities  Corporation Yard Threshold standards are used to identify when new or upgraded public facilities are needed to mitigate the impacts of new development. Development approvals will not be made unless compliance with these standards can be met. These threshold standards have been prepared to guarantee that public facilities or infrastructure improvements will keep pace with the demands of growth. A. THE THRESHOLD STANDARDS FALL INTO THREE GENERAL CATEGORIES: 1) A performance standard measuring overall level of service is established for police, fire and emergency medical services, sewers, drainage facilities, and traffic; 2) A ratio of facilities to population is established for park and recreation facilities, and libraries; and 3) A qualitative standard is established for schools, water, air quality, and fiscal impacts. The qualitative standard pertains to some services that are provided by agencies outside of the city -- schools are provided by the Chula Vista Elementary School District and the Sweetwater High School District; water service is provided by two independent water districts (Otay Water District and Sweetwater Authority); and sewer service is provided by the City of Chula Vista which has an agreement with the City of San Diego to treat the wastewater. Finally, the air - quality and fiscal threshold standards do not relate to specific public services but are intended to determine whether growth is having an adverse impact on two other measures of quality of life: the air quality within the region and the City's overall fiscal health. B. THE THRESHOLD STANDARDS ARE APPLIED IN THREE WAYS: 1) Many of the standards were used in the development and evaluation of the city's General Plan to ensure that quality-of-life objectives are met at the time of General Plan build-out during a 20-to-25 year period; 2) Certain standards are used in the evaluation of individual development projects to determine the possible impacts of the project and to apply appropriate conditions an d requirements in order to mitigate those impacts; and 3) All of the standards are monitored by the Growth Management Oversight Commission (GMOC) on an annual basis to ensure that the cumulative impacts of new growth do not result in a deterioration of quality of life, as measured by these standards. OTAY RANCH VILLAGE 8 WEST SPA 2 INTRODUCTION City of Chula Vista Otay Ranch Village 8 West SPA Plan June, 2013 Final Draft Public Facilities Finance Plan 2-3 2.4 THE PROJECT The Otay Ranch is located in southwestern San Diego County approximately 3.5 miles east of downtown Chula Vista and 13 miles southeast of downtown San Diego. The ranch is grouped geographically into three distinct parcels: the Otay Valley parcel; the San Ysidro Mo untains parcel; and the Proctor Valley parcel. The 9,449-acre Otay Valley parcel is the largest parcel and is located within the City of Chula Vista. The remaining parcels are primarily located within the unincorporated area of the county (see Regional Vicinity/Location Map Exhibit 2.1). The Village 8 West project (Project) area is located at the southerly edge of the Otay Valley Parcel of Otay Ranch. The Project is located at the intersection of Main Street (Formerly Rock Mountain Road) and La Media Road. The Project is surrounded by Village 4, Village 7, Village 8 East, and the Multiple Species Conservation Plan (MSCP) Open Space Preserve area. The Project area currently consists of undeveloped land with the exception of a water supply reservoir owned by the City of San Diego . A SPA Plan for Village 8 West was submitted by the Project’s developer. The SPA Plan is described further in Section 4.3 of this PFFP. 2.5 PUBLIC FACILITIES FINANCE PLAN BOUNDARIES Section 19.12.070 of the Chula Vista Municipal Code requires that the City establish the boundaries of the PFFP at the time a SPA Plan or Tentative Map(s) is submitted by the applicant. The boundaries shall be based upon the impact created by the project on the existing and future need for facilities. The project boundaries will correlate the proposed development project with existing and future development proposed for the area of impact to provide for the economically efficient and timely installation of both on -site and off-site facilities and improvements required by the development. In establishing the boundaries for the PFFP, the City shall be guided by the following considerations: 1) Service areas, drainage, sewer basins, and pressure zones that serve the project; 2) Extent to which facilities or improvements are in place or available; 3) Ownership of property; 4) Project impact on public facilities relationships, especially the impact on the City’s planned major circulation network; 5) Special district service territories; 6) Approved fire, drainage, sewer, or other facilities or improvement master plans. The PFFP for the project addresses public facilities which are within the SPA Plan boundaries. However, the PFFP also addresses certain facilities (streets, drainage, sewer, police, fire, schools, etc.) that are impacted beyond the boundaries of the SPA Plan. 2 INTRODUCTION OTAY RANCH VILLAGE 8 WEST SPA City of Chula Vista Otay Ranch Village 8 West SPA Plan June, 2013 Final Draft Public Facilities Finance Plan 2-4 EXHIBIT 2.1 VICINITY MAP Source: Village 8 West SPA Plan OTAY RANCH VILLAGE 8 WEST SPA 3 LAND USE ASSUMPTIONS City of Chula Vista Otay Ranch Village 8 West SPA Plan June, 2013 Final Draft Public Facilities Finance Plan 3-1 3.0 LAND USE ASSUMPTIONS 3.1 PURPOSE The purpose of this section is to quantify how the Otay Ranch Village 8 West Sectional Planning Area (SPA) Plan (Project) will be analyzed in relationship to all other projects that are at some stage in the City’s development process. The Gro wth Management Program addresses the issue of development phasing in relationship to location, timing, and fiscal/economic considerations. Based upon the overall elements to be considered when projecting the phasing of development and policies contained in the Growth Management Program, the City was able to forecast where and when development will take place and produced a 5-year Development Phasing Forecast. Subsequent to the approval of the Growth Management Program, the forecasted development phasing has been updated periodically as facility improvements are made and the capacity for new development becomes available. The current update is summarized on Table 3.1. The specific factors, which affect the development -phasing forecast, include the status of development approvals and binding development agreements, and the need to address capacity issues for sewage treatment by the San Diego metropolitan area was tewater treatment system (METRO). These components were reviewed as part of this PFFP in conjunction with the requirement to provide facilities and services concurrent with the demand created by the Project to maintain compliance with the threshold standa rds. The management of future growth requires coordination of activities of the various City departments as well as with both the Sweetwater Union High School District and the Chula Vista Elementary School District and the Otay Municipal Water District that serve the City of Chula Vista. The development phasing forecast is a component of the City of Chula Vista’s Growth Management Program. The Development Services Department provides annual growth forecasts for two time frames: 18 months and a 5-year period. This information enables City departments and the other aforementioned service agencies to assess the probable impacts that growth may have on maintaining compliance with the City’s facilities and service Threshold Standards. In addition, with this data, City departments and the other service agencies will be able to report potential impacts to the GMOC. 3.2 EXISTING DEVELOPMENT As a starting point, the PFFP considers all existing development up to November, 2011 as the base condition. This information is based upon City of Chula Vista Department growth management monitoring data. According to this and other data, the population of the City as of January 1, 2011 is estimated at 249,3821. 1 Total population from: State of California, Department of Finance, E-1 Population Estimates for Cities, Counties, and the State with Annual Percent Change — January 1, 2011 and 2012. Sacramento, California, May 2012. Note: the 2010 Census gives Chula Vista’s population as 243,916 (Population and Housing Occupancy - Status 2010 State-Place) 3 LAND USE ASSUMPTIONS OTAY RANCH VILLAGE 8 WEST SPA Otay Ranch Village 8 West SPA Plan City of Chula Vista Final Draft Public Facilities Finance Plan June, 2013 3-2 For the purposes of projecting facility demands for the Otay Ranch Vi llage 8 West SPA the City of Chula Vista utilizes a population coefficient2 of 3.30 persons per single family dwelling unit and 2.58 persons per multi-family dwelling unit (2.81 overall). These factors are used throughout this PFFP to calculate facility demands from approved projects. The coefficients have been confirmed for use in the PFFP by the Development Services Department. The same coefficient s will be used for calculating the specific facility demands of the Project. One exception to this is the calculation of parkland dedication and development fees, which are based on the Chula Vista Municipal Code Chapter 17.10 that defines population coefficients of 3.52 persons per single family dwelling unit and 2.61 persons per multi-family dwelling unit. 3.3 DEVELOPMENT PHASING FORECAST A summary of the latest five-year development-phasing forecast is shown in Table 3.1. The table presents an estimate of the amount of development activity anticipated to the end of year 2016. The total number of dwelling units permitted for Eastern Chula Vista by the December 2016 is approximately 5,537. It should be noted that these projections are estimates and are used for analytical purposes only and unless a development agreement or other legal instrument guarantees facility capacity, some projects with varying levels of entitlement may not have committed capacity. 3 TABLE 3.1 ESTIMATED FIVE-YEAR RESIDENTIAL UNIT GROWTH FORECAST 2011 THROUGH 2016 Forecast of Units Permitted from November 2011 through December 2016 Approximate Units Remaining After 2016 Projects MF SF Total Total Otay Ranch 3,138 1,741 4,879 15,422 Eastlake 454 0 454 0 Rolling Hills Ranch 0 67 67 0 Bella Lago 17 36 53 0 San Miguel Ranch 84 84 0 Sub - Total 3,693 1,844 5,537 15,422 Eastern Territory Population1 9,528 6,085 15,613 43,306 Western Chula Vista 338 25 363 8,000 Total Units 4031 1,869 5,900 23,422 Total Population 10,400 6,168 16,568 65,7712 1Household occupancies: multi-family: 2.5 pphh, single family: 3.3 pphh, overall: 2.81 pphh 2 Total population growth of approximately 82,000 is consistent with the SANDAG 2050 Regional Growth projection for the City of Chula Vista: 330,400 Source: City of Chula Vista GMOC 2012 Annual Report, June 2012. 2 Based on Census 2000 Housing Occupancy data for Chula Vista (does not include Boat, RV, Van occupants) It is assumed that 'Single Family' includes both attached and detached units. (These occupancy factors are also used in the Village 8 West SPA Fiscal Impact Analysis). 3 A year to year estimate of how many building permits will be issued has been developed for general planning purposes, but should not be relied upon for exactness. The total number of permits that will be issued over the next five years is the best estimate however many variables may and will affect what the actual distribution will be. OTAY RANCH VILLAGE 8 WEST SPA 3 LAND USE ASSUMPTIONS City of Chula Vista Otay Ranch Village 8 West SPA Plan June, 2013 Final Draft Public Facilities Finance Plan 3-3 3.4 OTAY RANCH VILLAGE 8 WEST SPA DEVELOPMENT SUMMARY The vision for the Project is to develop a cohesive community with inter-connected uses and provide a range of residential housing units. The proposed land-use of residential, commercial and community uses are designed to provide a mixed-use environment that serves the needs of residents and employees. The SPA plan focuses on promoting a walkable and bikeable community with less emphasis on automobile trips. The extension of La Media Road and Main Street through the project will be constructed as a pair of couplets serving as major access routes. A town square will be located in the center of the couplet and surrounded by mixed-use and park space. Single family housing is planned in the southern portion of the Project. The circulation system will provide for pedestrians, local bus and rapid bus transit connections. This system will provide efficient access throughout the Village and to the ultimate bus rapid transit line serving this region. Pursuant to the Village 8 West SPA, the Project will contain:  2,050 residential dwelling units;  50,000 square feet of office space;  250,000 square feet of commercial retail;  28 acres of park;  23.5 acres of open space;  An Elementary School;  A Middle School; and  5.8 acres of community purpose facilities.  2 Bus stops The Site Utilization Plan (Exhibit 3.1) shows the location of the Project amenities. A reservoir owned and operated by the City of San Diego is located in the central portion of the Project and will remain as development occurs around it. The Project area is approximately 320 acres including the reservoir site. Other than the City of San Diego parcel, all the land is under the single ownership of the Otay Land Company (see Exhibit 3.3). The Site Utilization and Conceptual Phasing Summary on Table 3.2, shows the following maximum components proposed within the Project: 1,429 multi-family and 621 single family residential units, 300,000 square feet of office/commercial retail and other supporting land uses within the Project. The discretionary phase of the Project requires the adoption of a SPA Plan, Environmental Impact Report and Tentative Map. This PFFP and in the particular the SPA Fiscal Impact Analysis (F IA) in Chapter 5 is based on the land uses described in the SPA Site Utilization Plan and the phasing summary in Table 3.2. If the Project were to develop with less than the overall indicated floor area of commercial/retail, the developer will be required to revise this PFFP, and the FIA, to identify other revenues streams that 3 LAND USE ASSUMPTIONS OTAY RANCH VILLAGE 8 WEST SPA Otay Ranch Village 8 West SPA Plan City of Chula Vista Final Draft Public Facilities Finance Plan June, 2013 3-4 would replace the lost City revenues associated with those land uses and demonstrate that the Project is fiscally sustainable with the reduced commercial/retail development. The development pattern and interior circulation arrangement is illustrated on the Project’s Site Utilization Plan and the Conceptual Phasing Plan (Exhibit 3.2). The number of units and commercial square feet within each planning area are estimates only. Units and commercial uses may be transferred between planning areas provided that uses being transferred are consistent with the site utilization of the receiving planning area and that the overall density of each transect (zoning area) remains consistent with the density ranges (measured in dwelling units per acre) specified for each transect. Table 3.2 reflects the maximum target for residential units and commercial/retail floor area in the Project. The mixed-use nature of the Project makes it difficult to categorize those uses by acreage since a single building (on a single parcel) may include different uses a t different levels (e.g., commercial at street level and office or residential uses on upper levels). Because of the difficulty in assigning a building site to a unique use category, the Project’s SPA Plan emphasizes the appropriate character and mix of uses in identified planning areas for consistency with the Otay Ranch GDP rather than acreage statistics. Consistent with the note to the GDP Land Use Table, non-residential uses are quantified in terms of square feet of building floor area in -lieu of site acreage. Correspondingly, residential use is quantified in terms of number of dwelling units instead of acreage. These statistics will allow for the proper accounting of development intensity within the Project regardless of location within mixed-use structures. OTAY RANCH VILLAGE 8 WEST SPA 3 LAND USE ASSUMPTIONS City of Chula Vista Otay Ranch Village 8 West SPA Plan June, 2013 Final Draft Public Facilities Finance Plan 3-5 EXHIBIT 3.1 – OTAY RANCH VILLAGE 8 WEST SITE UTILIZATION PLAN Source: Village 8 West SPA Plan 3 LAND USE ASSUMPTIONS OTAY RANCH VILLAGE 8 WEST SPA Otay Ranch Village 8 West SPA Plan City of Chula Vista Final Draft Public Facilities Finance Plan June, 2013 3-6 EXHIBIT 3.2 – OTAY RANCH VILLAGE 8 WEST SITE CONCEPTUAL PHASING PLAN Source: Village 8 West SPA Plan OTAY RANCH VILLAGE 8 WEST SPA 3 LAND USE ASSUMPTIONS City of Chula Vista Otay Ranch Village 8 West SPA Plan June, 2013 Final Draft Public Facilities Finance Plan 3-7 EXHIBIT 3.3-OWNERSHIP MAP City of San Diego reservoir and pipeline 3 LAND USE ASSUMPTIONS OTAY RANCH VILLAGE 8 WEST SPA Otay Ranch Village 8 West SPA Plan City of Chula Vista Final Draft Public Facilities Finance Plan June, 2013 3-8 3.5 DEVELOPMENT PHASING The Project developer has proposed five non-sequential phases illustrated by the Conceptual Phasing Plan Exhibit 3.2 with units and acreages listed in the corresponding Table 3.2 below. Each phase consists of one or more planning areas shown in the SPA Plan Exhibit 2.1 and Table 2.1. The development of the Project will proceed in phases according to the anticipated market demand for development within the Project. TABLE 3.2 OTAY RANCH VILLAGE 8 WEST CONCEPTUAL PHASING SUMMARY Sequential phasing is frequently inaccurate because of unforeseen market changes or regulatory constraints. Therefore, the Village 8 West SPA plan permits non-sequential phasing by imposing specific facilities requirements for each development increment regardless of which phase it is located. This will ensure that the Project development is adequately served and City threshold standards are met. Construction of the internal streets, which serve multiple phases, shall be phased according to the provisions of this PFFP (see Traffic Section 4.1.5) The SPA plan also allows density transfers between planning areas of up to 15% without a SPA plan amendment in accordance with the provisions set forth in the SPA. Conceptual Phase Mixed-Use Residential (units) (18-45 du/ac) Multi-Family (units) (11-18 du/ac) SF Detached (units) (3-6 du/ac) Single Family (units) (6-11 du/ac) Mixed-Use Commercial (sq. ft.) Parks (acres) Schools (acres) CPF (acres) Orange 218 122 117 174,000 3.0 Blue 124 160 Yellow 681 95 126,000 17.4 20.2 Purple 90 130 7.5 Green 313 11.4 5.8 Total 899 530 331 290 300,000 27.9 31.6 5.8 Land Use OTAY RANCH VILLAGE 8 WEST SPA 4 FACILITY ANALYSIS City of Chula Vista Otay Ranch Village 8 West SPA Plan June, 2013 Final Draft Public Facilities Finance Plan 4-1 4.0 FACILITY ANALYSIS 4.01 OVERVIEW This portion of the Village 8 West PFFP contains 13 separate subsections for each facility addressed by this report. Of the 13 facilities, 11 have adopted threshold standards; the Civic Center and Corporation Yard do not. Table 4.1 highlights the level of analysis for each facility. TABLE 4.0.1 – LEVEL OF ANALYSIS Facility Citywide East of I-805 Service Area Sub-basin Special District Traffic X X Police X Fire/EMS X X Schools X Libraries X Parks, Recreation & OS X Water X X Sewer X Drainage X Air Quality X Civic Center X Corp. Yard X Fiscal X X Each subsection analyzes the impact of Village 8 West project based upon the adopted Quality of Life Standards. The analysis is based upon the specific goal, objective, threshold standard and implementation measures. The proposed Village 8 West SPA Plan is used to determine facility adequacy and is referenced within the facility section. 4.02 THRESHOLD STANDARDS & MITIGATION Each facility analysis is based upon the specific project processing requirements for that facility, as adopted in the Growth Management Program. These indicate the requirements for evaluating the project consistency with the threshold ordinance at various stages (General Development Plan, SPA Plan/Public Facilities Finance Plan, Tentative Map, Final Map and Building Permit) in the development review process. A service analysis section is included which identifies the service provided by each facility. The existing plus forecasted demands for the specific facility are identified in the subsection based upon the adopted threshold standard. 4 FACILITY ANALYSIS OTAY RANCH VILLAGE 8 WEST SPA Otay Ranch Village 8 West SPA Plan City of Chula Vista Final Draft Public Facilities Finance Plan June, 2013 4-2 Each facility subsection contains an adequacy analysis follo wed by a detailed discussion indicating how the facility is to be financed. The adequacy analysis provides a determination of whether or not the threshold standard is being met and the finance section provides a determination if funds are available to guarantee the improvement. If the threshold standard is not being met, mitigation is recommended in the Threshold Compliance and Recommendations subsection which proposes the appropriate conditions or mitigation to bring the facility into conformance with the threshold standard. The inclusion of threshold standards and recommended threshold compliance measures in each facility subsection in this PFFP is not meant to imply that the indicated compliance measures are comprehensive, or all inclusive of every impact mitigation measure with which the Village 8 West must comply. The project-level Environmental Impact Report for the Village 8 West contains the complete mitigation measures to reduce to a level that is less than significant the impacts to the following facility categories included in this PFFP:  Transportation/Traffic  Police Services  Fire and Emergency Medical Services  Schools  Libraries  Parks, Trails and Open Space  Water and Recycled Water  Wastewater  Hydrology and Water Quality  Air Quality All Project approvals including tentative and final maps, building permits, site plan review and condition use permits shall comply with all mitigation measures as set forth in the Village 8 West Final EIR. If any of the compliance measures recommended in this PFFP are in conflict with any similar mitigation measures in the Final EIR, the Final EIR shall prevail. OTAY RANCH VILLAGE 8 WEST SPA 4.1 TRAFFIC City of Chula Vista Otay Ranch Village 8 West SPA Plan June, 2013 Final Draft Public Facilities Finance Plan 4.1-1 4.1 TRAFFIC 4.1.1 GMOC THRESHOLD STANDARD 1) Citywide: Maintain Level of Service (LOS) "C" or better, as measured by observed average travel speed on all signalized arterial segments except that during peak hours a LOS of "D" can occur for no more than any two hours of the day. 2) West of Interstate 805: Those signalized intersections which do not meet the standard above may continue to operate at their current LOS, but shall not worsen. 4.1.1.1 GMOC LEVEL OF SERVICE (LOS) STANDARDS FOR ARTERIAL ROADS The following are notes to the GMOC Threshold Standards for arterial roads found in CVMC Chapter 19.09.040. There are no GMOC standards for local residential streets. Also, in accordance with the Otay Ranch General Development Plan there are no LOS standards established for internal streets. A. Arterial segment LOS measurements shall be for the average weekday peak hours, excluding seasonal and special circumstance variations. B. Urban and suburban arterials are defined as surface highways having signal spacing of less than two miles with average weekday traffic volumes greater than 10,000 vehicles per day. C. Arterial segments are stratified into three classifications: i. Class I arterials are roadways where free-flow traffic speeds range between 35 mph and 45 mph and the number of signalized intersections per mile is less than four. There is no parking and there is generally no access to abutting property. ii. Class II arterials are roadways where free-flow traffic speeds range between 30 mph and 35 mph, and the number of signalized intersections per mile ranges between four and eight. There is some parking and access to abutting properties is limited. iii. Class III arterials are roadways where free-flow traffic speeds range between 25 mph and 35 mph, and the number of signalized intersections per mile is closely spaced. There is substantial parking and access to abutting property is unrestricted. D. The LOS measurement of arterial segments and freeway ramps shall be a growth management consideration in situations where proposed developments have a significant impact at interchanges. E. Circulation improvements should be implemented prior to the anticipated deterioration of LOS below established standards. F. The criteria for calculating arterial LOS and defining art erial lengths and classifications shall follow the procedures detailed in Chapter 11 of the Highway Capacity Manual (HCM) and shall be confirmed by the City Traffic Engineer. G. During the conduct of future traffic monitoring program field surveys, intersections experiencing significant delays will be identified. The information generated by the field 4.1 TRAFFIC OTAY RANCH VILLAGE 8 WEST SPA Otay Ranch Village 8 West SPA Plan City of Chula Vista Final Draft Public Facilities Finance Plan June, 2013 4.1-2 surveys will be used to determine possible signal timing changes and geometric and/or traffic operational improvements for the purpose of reducing intersection delay. H. Level of service values for arterial segments shall be based on the following table: TABLE 4.1.1-GMOC LEVEL OF SERVICE (LOS) DEFINITIONS Level of Average Travel Speed (mph) Service Class I Class II Class III A > 35 > 30 > 25 B > 28 > 24 > 19 C > 22 > 18 > 13 D > 17 > 14 > 9 E > 13 > 10 > 7 F < 13 < 10 < 7 Source: Highway Capacity Manual (1994). 4.1.2 PROJECT PROCESSING REQUIREMENTS The PFFP is required by the Growth Management Program to address the following issues for Traffic Facilities (CVMC 19.09.60): a. Identify on-site and off-site impacts and improvements by phase of Project development; and. b. Provide cost estimates for improvements. 4.1.3 TRAFFIC IMPACT ANALYSIS AND METHODOLOGY A. Village 8 West Traffic Impact Analysis (TIA) In conformance with requirements of the Congestion Management Program (CMP), an analysis of CMP freeways and arterials is required for any project that generates 2,400 daily or 200 peak hour trips (As detailed in the 1991 Congestion Management Program). This analysis: Traffic Impact Analysis Report (TIA) for Otay Ranch Village 8 West, (Project), March 8, 2013 by RBF Consulting was prepared for the City of Chula Vista. The TIA is the basis of the Traffic Section of this PFFP and addresses both the existing and planned circulation system and land use conditions assumed for the years 2015, 2020, 2025 and 2030. The TIA also recommends traffic impact mitigation measures and outlines the incremental circulation improvements based upon planned Project phasing and land development estimated to occur in the TIA study area. Further, the TIA also includes an evaluation of the proposed transit routes within Otay Ranch Village 8 West. The TIA study area is generally bounded by Olympic Parkway to the north, Hunte Parkway to the east, Main Street and/or Otay Valley Road to the south and Interstate 805 (I -805) to the West (see Exhibit 4.1.1). All signalized intersections, freeway interchanges and arterial segments within this area were analyzed under various scenarios by RBF Consulting. (see TIA for scenario details). The proposed circulation network (described later in this section) was analyzed in a General Plan Amendment (GPA) and General Development Plan Amendment (GDPA), which were prepared to account for changes in the circulation network and land use from the 2005 Adopted General Plan. The GPA and GDPA were approved as part of PCM-09-11 and GPA 09-01. OTAY RANCH VILLAGE 8 WEST SPA 4.1 TRAFFIC City of Chula Vista Otay Ranch Village 8 West SPA Plan June, 2013 Final Draft Public Facilities Finance Plan 4.1-3 EXHIBIT 4.1.1 PROJECT TRAFFIC IMPACT ANALYSIS STUDY AREA Source: Village 8 West TIA, March, 2013 Exhibit 3 Traffic volumes, for the analysis years 2015, 2020, 2025 and 2030 were forecast using the Series 11 South Bay Sub Area traffic model produced by San Diego Association of Governments (SANDAG). In collaboration with City of Chula Vista staff and SANDAG, RBF Consulting provided input regarding the land use and network assumptions for each scenario year used in each model run produced by SANDAG, for each study year beginning in 2015. To determine the existing traffic volumes at the study intersections, intersection movement counts were taken on a typical weekday during the a.m. (7:00 a.m. to 9:00 a.m.) and p.m. (4:00 to 6:00 p.m.) peak periods. Average daily traffic (ADT) volumes were also collected along most roadway segments over a 24-hour period. Traffic count data provided by the City of Chula Vista from previous traffic studies were used if available. The traffic impact analysis for this Project was conducted under two methodologies: using GMOC procedures and on a CEQA project level (both short-term and long-term analyses). B. GMOC Analysis As a part of the City’s Growth Management Program, the City monitors the operating conditions along Olympic Parkway on an annual basis. Under the City’s Growth Management Ordinance (GMO), the threshold for a cumulative impact on an arterial road segment is considered to be LOS D for more than 2 hours. To monitor new development in the eastern area of the City with respect to the existing available capacity on Olympic Parkway, an expanded traffic analysis was prepared and documented as the Olympic Parkway Capacity Enhancement Analysis, 4.1 TRAFFIC OTAY RANCH VILLAGE 8 WEST SPA Otay Ranch Village 8 West SPA Plan City of Chula Vista Final Draft Public Facilities Finance Plan June, 2013 4.1-4 Linscott, Law and Greenspan, August, 2011 (LLG Study). The LLG study determined if and when GMO thresholds are projected to be reached or exceeded, and whether mitigation measures are necessary to remain compliant with the requirements of the GMP. In conformance with the requirements of the GMP, a peak-hour arterial analysis was conducted on the segment of westbound Olympic Parkway between Heritage Road and Oleander Avenue under short-term conditions (Years 0-4) based on the City of Chula Vista’s Traffic Monitoring Program (TMP) methodology. The Chula Vista TMP is used to assess the operating performance of the City’s arterial street system in order to determine compliance with the Threshold Standards of the GMP/GMOC. Analysis of roadway segments under the GMOC requires a more detailed analysis using this methodology if the typical planning analysis using volume-to-capacity ratios on an individual segment indicates a potential impact to that segment. The GMOC analysis uses the Highway Capacity Manual (HCM) methodology of average travel speed based on actual measurements on the segments as listed in the Growth Management Plan Traffic Monitoring Program. Based on the LLG study, the segment of westbound Olympic Parkway between Heritage Road and Oleander Avenue during a.m. peak hours would be the first to fall below GMO traffic threshold standards as traffic volumes increase over time with the Village 8 West project and other projects east of I-805. The analysis demonstrated that GMO thresholds would not be reached along Olympic Parkway until building permits for 2,463 dwelling units have been issued for projects east of I-805. C. Recommended GMOC Mitigation Measures Mitigation for the cumulative impacts to the segments of Olympic Parkway between Heritage Road and Oleander Avenue is set forth as follows: The projected 2,463 dwelling unit threshold is used by the City to determine when cumulative impacts may occur along the corridor. The following mitigation measure is identified in the Project TIA: 1. Olympic Parkway: Heritage Road to Oleander Avenue Prior to the issuance of the building permit for the 2,463rd dwelling unit for development east of I -805 commencing from April 4, 20111, the applicant may implement one of the following measures: a. Prepare a traffic study that demonstrates, to the satisfaction of the City Engineer, that the circulation system has additional capacity without exceeding GMO t raffic threshold standards; or b. Demonstrate that other improvements are constructed which provide the additional necessary capacity to comply with the GMO traffic threshold to the satisfaction of the City Engineer; or c. Agree to the City Engineer’s selection of an alternative method of maintaining GMO traffic threshold compliance; or 1 For purposes of this provision building permits; issued after April 4, 2011 shall be counted against the 2,463 number referred to herein. OTAY RANCH VILLAGE 8 WEST SPA 4.1 TRAFFIC City of Chula Vista Otay Ranch Village 8 West SPA Plan June, 2013 Final Draft Public Facilities Finance Plan 4.1-5 d. Enter into an agreement, approved by the City, with other Otay Ranch developers that alleviates congestion and achieves GMO traffic threshold compliance for Olympic Parkway. The agreement will identify the deficiencies in transportation infrastructure that will need to be constructed; the parties that will construct said needed infrastructure; a timeline for such construction, and provide assurance s for construction, in accordance with the City’s customary requirements, for said infrastructure. 2. If GMO compliance cannot be achieved through 1a, b, c, or d above, then the City shall stop issuing new building permits after building permits for 2,463 dwelling units (DU) have been issued for any development east of I-805 after April 4, 2011, until such time that GMO traffic threshold standard compliance can be assured to the satisfaction of the City Manager. 3. These measures shall constitute full compliance with growth management objectives and policies in accordance with the requirements of the General Plan, Chapter 10 with regard to traffic thresholds set forth in the GMO. D. CEQA Level Project Analysis The Project TIA also analyzed the Project’s impacts in the short-term, existing conditions up to 4 years, and long-term, more than 4 years and at five-year increments up to Project build-out at year 2030. The long-term analysis was based on the Project phasing presented in Table 4.1.2. The CEQA -level project analysis uses the following thresholds of significance criteria to identify cumulative and direct impacts under the short-term and long-term conditions: Short-term (for existing conditions to 4 years) Per the City’s thresholds of significance for short-term analyses, roadway sections may be defined as either links or segments. A link is typically that section of roadway between two adjacent Circulation Element intersections and a segment is defined as that combination of contiguous links used in Growth Management Plan Tr affic Monitoring Program. Analysis of roadway segments under short-term conditions may require a more detailed analysis using the GMOC methodology if the typical planning analysis using volume-to-capacity ratios on an individual segment indicates a potential impact to that segment. The GMOC analysis uses the Highway Capacity Manual (HCM) methodology of average travel speed based on actual measurements on the segments as listed in the Growth Management Plan Traffic Monitoring Program. A. Intersections 1. Project direct impact if both the following criteria are met: a) LOS E or LOS F; and b) Project trips comprise 5% or more of entering volume 2. Cumulative impact if only a) above is met. B. Street Segments If the planning analysis using the volume-to-capacity ratio indicates LOS C or better, there is no impact. If the planning analysis indicates LOS D, E or F, the GMOC method should be utilized. The following criteria would then be utilized. 1. Project direct impact if all the following criteria are met: 4.1 TRAFFIC OTAY RANCH VILLAGE 8 WEST SPA Otay Ranch Village 8 West SPA Plan City of Chula Vista Final Draft Public Facilities Finance Plan June, 2013 4.1-6 a) LOS D for more than 2 hours or LOS E/F for 1 hour; b) Project trips comprise 5% or more of segment volume; and c) Project adds greater than 800 ADT to the segment. 2. Cumulative impact if only a) above is met. Long-term (4 or more years) Per the City’s thresholds of significance for long-term analyses, the City of Chula Vista adopted General Plan identifies a project to result in a significant impact if one of the following criteria is met: A. Intersections 1. Project direct impact if both the following criteria are met: (a) Level of service is LOS E or LOS F. (b) Project trips comprise 5% or more of entering volume. 2. Cumulative impact if only (a) above is met. B. Street Segments Use the planning analysis using the volume to capacity ratio methodology only. 1. Project direct impact if all three of the following criteria are met: (a) Level of service is LOS D, LOS E, or LOS F; (b) Project trips comprise 5% or more of total segment volume; and (c) Project adds greater than 800 ADT to the segment. 2. Cumulative impact if only a) above is met. However, if the intersections along a LOS D or LOS E segment all operate at LOS D or better, the segment impact is considered not significant since intersection analysis is more indicative of actual roadway system operations than street segment analysis. If segment Level of Service is LOS F, impact is significant regardless of intersection LOS. Direct impacts must be mitigated by the project. This includes the construction of improvements that reduce the project impacts to less than significant. Cumulative impacts will be mitigated to a less than significant level, which may include payment of Transportation Development Impact fees (TDIF) for roadway improvement projects included in the TDIF program. E. Traffic Impact Analysis Assumptions Throughout the TIA, assumptions are made regarding both land development and the constructed road network within the study area. The assumptions for the constructed road network arise in three ways: 1. Road improvements are required for Project access and frontag e requirements. The City of Chula Vista Subdivision Ordinance specifies that all land development must construct adjacent roadway and intersection improvements as a project exaction. The Subdivision Ordinance also specifies the maximum number of units that may take access from a local street without additional connections to collector or circulation element roadways. Therefore, the completion of identified major roads and adjacent OTAY RANCH VILLAGE 8 WEST SPA 4.1 TRAFFIC City of Chula Vista Otay Ranch Village 8 West SPA Plan June, 2013 Final Draft Public Facilities Finance Plan 4.1-7 intersection improvements within the Project are necessary for the Project’s compliance with the Subdivision Ordinance; the TIA assumes the Project will comply with all City policies and standards; or, 2. Improvements are recommended as a direct Project impact mitigation measure in a previous study year and become part of the “Mitigat ed Road Network” of a given study year; or, 3. Certain circulation element roadways are assumed to be constructed by others as either access or frontage improvements, or are the direct impact mitigation measures for other projects in the study area. The TIA makes realistic assumptions regarding the future improvements to the roadway network that are needed to serve the projected development in the study area. The rationale for assuming that these roads will be constructed by others (not the Project applicant) is based upon assumption that all new development must comply with the City’s GMOC policy that requires the construction of major infrastructure in conjunction with the need generated by new development. F. Assumed Roadways If, however, future land development in the study area does not follow the phasing as assumed by the Project TIA and the assumed roads are not constructed and open for traffic by specified building permit thresholds, the mitigation requirements for this Project provide a mechanism whereby development of the Project will cease until either the assumed roads are constructed, or alternative measures are approved. There are three circulation element imp rovements that were assumed in the Project TIA which fall into this category:  Construction of Heritage Road from Olympic Parkway to Main Street by 2025;  Widening of Heritage Road from the existing Class II Collector (2-lanes) to a 6- Lane Prime between Main Street and Avenida de las Vistas by 2025;  Construction of Main Street from Heritage Road to La Media Road by 2030. See the Project TIA for a complete discussion of the above. The following mitigation measure assures that the Project does not proceed without the assumed road improvements: 1. Development in the Project will stop until those assumed future roadways are constructed by others; or 2. City shall determine whether there is a need for the incomplete roadway segments; or 3. Developer shall construct the missing roadway links and receive TDIF credit for those improvements as applicable; or 4. An alternative measure is selected by the city in accordance with the City of Chula Vista Growth Management Ordinance. 4.1 TRAFFIC OTAY RANCH VILLAGE 8 WEST SPA Otay Ranch Village 8 West SPA Plan City of Chula Vista Final Draft Public Facilities Finance Plan June, 2013 4.1-8 5. All measures selected shall be to the satisfaction of the City Engineer 4.1.4 VILLAGE 8 WEST SPA TRIP GENERATION AND PHASING The following section describes the proposed Otay Ranch Village 8 West SPA Project including the estimated project trip generation, distribution, and assignment for the traffic impact analysis years: 2015, 2020, 2025 and 2030. A. Project Trip Generation The vision for Village 8 West is to develop as a cohesive community with inter-connected land uses including a range of residential land use densities. The Project’s land-use plan is designed to provide a complementary, mixed-use environment with a focus on promoting a walkable and bikeable community. As a result, vehicular trip reductions were applied to the TIA to account for walking, biking as well as transit trips. The TIA assumed that a number of trips will travel between the different land uses within the Project, and will not utilize the surrounding arterial roadway network. As a result, the trips are considered internal to the Project. Since regional and local bus transit services will be provided within the Project, a transit trip credit of 5 percent was applied to the residential and office land uses. As a result, the total transit trip capture credit for the project at build-out resulted in a reduction of 2,154 ADT, including 173 a.m. peak-hour trips (80 in, 93 out) and 214 p.m. peak-hour trips (121 in, 93 out). The Project is planned to be built in phases. The TIA, upon which this section of the PFFP is based, utilized the land uses shown in Table 4.1.2. Table 4.1.2 shows the net new trip generation for Otay Ranch Village 8 West project (proposed minus internal and transit reductions). As shown in the table, the net trip generation of the proposed project at build-out of the Project would total 26,104 ADT (net of internal capture and transit reduction), including 2,662 a.m. peak-hour trips (1,208 in, 1,455 out,2) and 2,769 p.m. peak- hour trips (1,654 in, 1,115 out). B. Project Phasing The development of Otay Ranch Village 8 West will occur in phases and will no t be fully constructed for many years. Therefore the TIA includes an evaluation of intermediate years: 2015, 2020, 2025 and 2030. The phasing and trip generation assumptions of the TIA are reflected in Table 4.1.2. Approximately 7 percent of the project is assumed to be built by 2015, 40 percent of the Project is assumed to be built by 2020, 82 percent of the Project is assumed to be built by 2025, and full build-out of the Project assumed by 2030. As shown in Table 4.1.2, the Project generates a net total of 3,018 ADT by Year 2015, an addition of 10,857 for a net total of 13,875 ADT, by Year 2020, an addition of 8,462 for a net total of 22,337 ADT by Year 2025 and an addition of 3,767 ADT by 2030 resulting in a net cumulative 26,104 ADT through build-out (Year 2030). For this PFFP the following discussion includes the thresholds for access/frontage and for CEQA mitigation to be constructed, as more fully described below. The Project is estimated to generate a net total of 302 equivalent dwelling units (EDUs) through Year 2015 (no reductions 2 Difference is due to rounding error OTAY RANCH VILLAGE 8 WEST SPA 4.1 TRAFFIC City of Chula Vista Otay Ranch Village 8 West SPA Plan June, 2013 Final Draft Public Facilities Finance Plan 4.1-9 are applied to residential uses), (1,388 EDUs) through Year 2020, 2,234 EDUs through Year 2025 and 2,610 EDUs at build-out (Year 2030)(see TIA). 4.1 TRAFFIC OTAY RANCH VILLAGE 8 WEST SPA Otay Ranch Village 8 West SPA Plan City of Chula Vista Final Draft Public Facilities Finance Plan June, 2013 4.1-10 TABLE 4.1.2-GROSS AND NET TRIP GENERATION SUMMARY 2015 2020 2025 2030 Total Trips at Build- out Land Use Trips Per Units /ksf/ac Trips EDU1s Units/ ksf/ac Trips EDUs Units/ ksf/ac Trips EDUs Units/ ksf/ac Trips EDUs Single Family 10 105 1,050 105 354 3,540 354 162 1,620 162 0 6,210 Multi-Family 8 246 1,968 196.8 824 6,592 659.2 359 2,872 287.2 0 11,432 Elementary School 100 Acre 0 0 11.4 1,140 114 0 1,140 Middle School 105 Acre 21 2,205 221 2,205 Office 20 Ksf 0 50 1,000 100 0 0 1,000 Commercial/Retail 80 Ksf 0 40 3,200 320 150 12,000 1200 60 4,800 480 20,000 Community Purpose 30 Ksf 0 0 0 5.8 174 17.4 174 Park (Active Recreation) 50 Acre 0 0 8 400 40 9.4 470 47 870 Urban & Neighborhood Park 5 Acre 0 5.5 27.5 2.75 5.1 25.5 2.55 0 53 Total 3,018 302 14,360 1,436 18,058 1,806 7,649 544 Cumulative Total 3,018 302 17,378 1,738 35,436 3,544 43,084 4,308 43,084 Percentage of Total 7% 40% 82% 100% Internal Capture 0 0 2634 263 11326 1,133 14,826 Transit Reduction 0 0 869 86.9 1772 177 2,154 Net Trip Cumulative Total w ith ADT EDU 3,018 302 13,875 1387 22,337 2234 26,104 2610 1 EDU=Equivalent (single family) Dwelling Unit thresholds for mitigation measures. Source: Village 8 West Traffic Impact Analysis, March 8, 2013, RBF Consulting OTAY RANCH VILLAGE 8 WEST SPA 4.1 TRAFFIC City of Chula Vista Otay Ranch Village 8 West SPA Plan June, 2013 Final Draft Public Facilities Finance Plan 4.1-11 4.1.5 THRESHOLD COMPLIANCE AND MITIGATION MEASURES A. MAJOR ROADWAYS AND INTERSECTIONS The findings of the TIA show that GMOC thresholds will be met with the implementation of the following recommended mitigation measures for intersections and roadway segments, reducing the identified impacts to less than significant. The recommended mitigation measures of the TIA for each analysis year: Existing Conditions with Project, 2015, 2020, 2025 and 2030 and the corresponding Project equivalent dwelling unit (EDU) thresholds for each mitigation measure are set forth in the identified tables and exhibits found in the Project TIA. 1. EXISTING CONDITIONS PLUS PROJECT TRIPS The Existing Conditions plus Project Trips represent the traffic conditions of the existing street network with the addition of Project trips at ultimate build -out (see TIA Tables 9 and 10 for the existing plus Project intersection and roadway LOS summary). This scenario represents a “snap- shot” in time and does not account for changes in traffic volumes and roadway infrastructure un-related to the Project which would occur over the long term build-out of the Project. The specific geometrics of the intersections and roadway segments in the study area as they currently exist are presented in TIA Exhibits 5A and 7 , respectively. Existing Conditions plus Project Trips Impacts and Mitigation Measures The results of the traffic impact analysis for the Existing Conditions plus Project show that two intersections are forecast to operate at deficient LOS under these conditions. For each of the two impacted intersections, listed below, the Project trips added to the intersections exceed the City of Chula Vista’s threshold of significance. Therefore, both intersections are forecast to result in direct project impacts.  Olympic Parkway / 805 Northbound Ramps  Main Street /Magdalena Avenue Four roadway segments are forecast to operate at deficient LOS under Existing Conditions plus Project conditions. The Project trips added to the deficient segments listed below exceed the City of Chula Vista’s threshold of significance. Therefore, all four segments are forecast to be directly impacted by the project:  Olympic Parkway: - from I-805 to Brandywine Avenue; - from Brandywine Avenue to Heritage Road; and - from Heritage Road to La Media Road.  Magdalena Ave from Birch Road to Main Street The Project, however, is planned to be constructed in a series of phases over a period of nearly 20 years. This phasing would not require construction of all the improvements at once, but rather such improvements will be constructed as is needed to mitigate impacts of the phased development; all as described in the Project TIA. The improvements identified for the Project’s 2015, 2020, 2025 and 2030 development scenarios, as listed in Project TIA Tables 14, 18, 22 and 26, and summarized below, would mitigate these direct impacts. 4.1 TRAFFIC OTAY RANCH VILLAGE 8 WEST SPA Otay Ranch Village 8 West SPA Plan City of Chula Vista Final Draft Public Facilities Finance Plan June, 2013 4.1-12 2. 2015 CONDITIONS The 2015 Conditions analysis includes anticipated land uses and traffic associated with development expected to occur in the study area by the year 2015. The 2015 Conditions assumes Project-generated trips associated with the construction of 105 single -family and 246 multi-family residential dwelling units within Otay Ranch Village 8 West SPA. The 2015 Conditions assume SR 125 continues to function as a toll facility. 2015 Impacts with Project and Mitigation Measures The following improvements are required for Project access and subdivision frontage, per TIA Table 14. Therefore, the applicant shall be required to secure and agree to construct these improvements prior to the approval of the final map for the Project containing the 1st EDU: Main Street: Construct Main Street from La Media Road to Magdalena Avenue as a two-lane, two-way street to provide access to Village 8 West; La Media Road: Construct La Media Road from existing terminus south of Santa Luna St. to Planning Areas N, I & J South of Main Street as a two-lane, two-way street to provide access to Village 8 West; Main Street/La Media Road (intersection #19): Install traffic signal; Main Street/Magdalena Avenue (intersection #20): Construct west leg of Intersection and modify existing striping and install stop sign on southbound approach. Otherwise, the TIA finds that there are no direct Project impacts under the 2015 conditions. The Project will contribute to its fair share through payment of the TDIF for mitigation of the following cumulative impact identified in Table 14 of the TIA: Intersection: Olympic Parkway/I-805 NB Ramps Recommended GMOC Mitigation Measures As discussed in the GMOC Analysis in Section 4.1.3 above, a cumulative impact on Olympic Parkway between Heritage Road and Oleander Avenue is projected to occur when the threshold of 2,463 dwelling units east of I-805 is reached. The following mitigation measures are recommended for the potential cumulative impact: 1. Olympic Parkway between Heritage Road and Oleander Avenue: Prior to the issuance of the building permit for the 2,463rd dwelling unit for development east of I -805 commencing from April 4, 2011 the applicant may implement one of the following measures: OTAY RANCH VILLAGE 8 WEST SPA 4.1 TRAFFIC City of Chula Vista Otay Ranch Village 8 West SPA Plan June, 2013 Final Draft Public Facilities Finance Plan 4.1-13 a. Prepare a traffic study that demonstrates, to the satisfaction of the City Engineer, that the circulation system has additional capacity without exceeding GMO traffic threshold standards; or b. Demonstrate that other improvements are constructed which provide the additional necessary capacity to comply with the GMO traffic threshold to the satisfaction of the City Engineer; or c. Agree to the City Engineer’s selection of an alternative method of maintaining GMO traffic threshold compliance, or d. Enter into an agreement, approved by the City, with other Otay Ranch developers that alleviates congestion and achieves GMO traffic threshold compliance for Olympic Parkway. The agreement will identify the deficiencies in transportation infrastructure that will need to be constructed; the parties that will construct said needed infrastructure; a timeline for such construction, and provide assurances for construction, in accordance with the City’s customary requirements, for said infrastructure. 2. If GMO compliance cannot be achieved through 1a, b, c or d above, then the City shall stop issuing new building permits after building permits for 2,463 dwelling units have been issued for any development east of I -805 after April 4, 2011, until such time that GMO traffic threshold standard compliance can be assured to the satisfaction of the City Manager. 3. These measures shall constitute full compliance with growth management objectives and policies in accordance with the requirements of the General Plan, Chapter 10 with regard to traffic thresholds set forth in the GMO. 3. 2020 CONDITIONS The 2020 Conditions includes analysis of land uses and traffic associated with development expected to occur by that year. In addition to the development assumed in 2015, the 2020 Conditions includes Project-generated trips associated with the construction of an additional 354 single family and 824 multi-family residential dwelling units, 50,000 square feet of office use, 40,000 square feet of commercial retail and 5.5 acres of park within the Project. 2020 Impacts with Project and Mitigation Measures The following improvements are required for Project access and subdivision frontage, per Table 18 of the TIA. Therefore, prior to approval of the final map containing the 302nd EDU, or the final map for planning areas requiring the following improvements as listed in Table 4.1.4, whichever comes first, the applicant shall construct the Project access and frontage improvements: Otay Valley Road: Construct Otay Valley Road from south of Main Street to Village 8 West Street “A” as 4- lane Major road. In addition, the Year 2020 scenario assumes that the mitigation measures identified for the Year 2015 scenario would be implemented, plus the construction of the above improvements to Otay Valley Road required for access and frontage. 4.1 TRAFFIC OTAY RANCH VILLAGE 8 WEST SPA Otay Ranch Village 8 West SPA Plan City of Chula Vista Final Draft Public Facilities Finance Plan June, 2013 4.1-14 The following are direct Project impacts in 2020: Intersections: Olympic Parkway/Brandywine Avenue Segments: Olympic Parkway: Heritage Road to La Media Road As mitigation for direct Project impacts, prior to approval of the final map containing the 1,388 th EDU the applicant shall construct, or secure and agree to construct, the following direct Project impact mitigation measures: Santa Victoria Road: Construct Santa Victoria Rd. from Heritage Road to La Media Road; Heritage Road: Construct Heritage Rd. from Olympic Parkway to Santa Victoria Road; Olympic Parkway/Brandywine Avenue (intersection #3): Construct Traffic signal/intersection improvements to provide 1) a northbound right-turn overlap phase; and 2) secure or construct the extension of the westbound left turn pocket, if not already completed by 2015. The Project will contribute to its fair share through payment of the TDIF for mitigation of the following cumulative impacts identified in Table 18 of the TIA: Olympic Parkway/I-805 northbound ramps (intersection) Olympic Parkway: I-805 northbound ramps to Brandywine Avenue Olympic Parkway: Brandywine Avenue to Heritage Rd. Heritage Road: Main Street to Avenida de las Vista 4. 2025 CONDITIONS The 2025 Conditions include analysis of anticipated land uses and traffic associated with land development expected to occur by 2025. In addition to the development assumed in 2015 and 2020, the 2025 scenario includes Project -generated trips associated with the construction of an additional 162 single family and 359 multi -family residential dwelling units, 150,000 square feet of commercial retail, an elementary school and 13 acres of park within the Project. 2025 Impacts with Project and Mitigation Measures The following improvements are required for Project access and subdivision frontage, or as mitigation for direct Project impacts, per Table 22 of the TIA. Therefore, prior to approval of the final map containing the 1,388th EDU, or the final map for planning areas requiring the following improvements as listed in Table 4.1.4, whichever comes first, the applicant shall have constructed the Project access and frontage improvements: Main Street: Construct the remaining two lanes through the couplet, and install traffic signals at the new couplet intersections. Restripe Main Street as one-way for each leg of the couplet; OTAY RANCH VILLAGE 8 WEST SPA 4.1 TRAFFIC City of Chula Vista Otay Ranch Village 8 West SPA Plan June, 2013 Final Draft Public Facilities Finance Plan 4.1-15 La Media Road: Construct the remaining two lanes through the couplet, including traffic signals at the new couplet intersections. Restripe La Media Road as one-way for each leg of the couplet; Main Street/Magdalena Avenue Intersection: Restripe the Main Street/Magdalena Ave. intersection to include dual eastbound left turn lanes and one eastbound through lane and install a traffic signal; Otay Valley Road: Construct as a four lane major road from Village 8 West Street “A” to the southeastern Project boundary. Install stop control on side streets until traffic signal is warranted In addition, the Year 2025 scenario assumes that the mitigation measures identified for the Year 2020 scenario would be implemented plus the construction of the following off-site improvements: 1. Heritage Road from Olympic Parkway to Main Street 2. Restriping of southbound Heritage Rd. to include dual left turn lanes, three through lanes and one right turn lane; 3. Widening of Heritage Road from Main Street to Avenida de las Vistas from a Class II collector to a six lane Prime; 4. Olympic Parkway/Santa Victoria Road intersection; and, 5. Santa Victoria Road/Heritage Road intersection The following are direct Project impacts in 2025: Intersections: Birch Road/La Media Road Birch Road/Eastlake Parkway Main Street/Eastlake Parkway Segments: Birch Road: La Media Road to SR-125 Magdalena Avenue: Birch Road to Main Street Eastlake Parkway: Birch Road to Main Street As mitigation for direct Project impacts, prior to approval of the final map containing the 2,234 th EDU the applicant shall construct, or secure and agree to construct, the following direct Project impact mitigation measures: Main Street: Construct Main Street from Village 8 West eastern boundary to Eastlake Parkway including SR-125 overcrossing. 4.1 TRAFFIC OTAY RANCH VILLAGE 8 WEST SPA Otay Ranch Village 8 West SPA Plan City of Chula Vista Final Draft Public Facilities Finance Plan June, 2013 4.1-16 The Project will contribute to its fair share through payment of the TDIF for mitigation of the following cumulative impact identified in Table 22 of the TIA: Olympic Parkway: Heritage Rd. to La Media Rd. Roadways and improvements assumed to be built by others and by Project as Direct Impact Mitigation (by 1,388th EDU) Olympic Parkway/Brandywine Ave intersection: Complete intersection traffic signal modifications including northbound right turn overlap phase and extension of westbound left-turn pocket (if not completed by 2020). Santa Victoria Road: Construct Santa Victoria Road between La Media Rd. and Heritage Rd. (if not constructed by 2020, mitigation for Project direct impact) Heritage Road: Construct Heritage Rd. from Olympic Parkway to Main Street; re-stripe southbound Heritage Road to include dual left turn lanes, three through lanes and one right turn lane; Widening of Heritage Road: Widen Heritage Rd. from Main Street to Avenida de las Vistas from a Class II Collector (2- lanes) to a 6-Lane Prime, including the bridge over the Otay River. The above improvements are required to be constructed prior to the construction of the 1,388th EDU of the Project. No additional development may occur until the roadway mitigations (as described in the TIA) are in place. If the Project equivalent dwelling unit count for 2020 is reached (1,388 EDU) prior to the completion of all of the above-listed assumed and planned off- site and on-site improvements being constructed and open to traffic, then one of the following steps shall be taken as determined by the City Engineer: 1. Development in Village 8 West will stop until those assumed future roadways are constructed by others; or 2. City shall determine whether there is a need for the incomplete roadway segments. A number of factors, including changes to the tolling structure at SR-125, may affect the traffic patterns in the Otay Ranch. Additional traffic analysis of the r oadway network and levels of service assessment may be necessary to determine if such improvements are necessary and the scope and timing of additional circulation improvements; or 3. Developer shall construct the missing roadway links and receive TDIF credit for those improvements as applicable; or 4. An alternative measure is selected by t he City in accordance with the City of Chula Vista Growth Management Ordinance. 5. All to the satisfaction of the City Engineer 5. 2030 CONDITIONS The 2030 Conditions include analysis of forecast traffic volumes from land uses and traffic associated with land development expected to occur by 2030. In addition to the development OTAY RANCH VILLAGE 8 WEST SPA 4.1 TRAFFIC City of Chula Vista Otay Ranch Village 8 West SPA Plan June, 2013 Final Draft Public Facilities Finance Plan 4.1-17 and mitigations assumed through 2025, this scenario assumes build -out of the Project to include the construction of a middle school, an additional 60,000 square feet of commercial retail, and 9.4 acres of park. 2030 Impacts with Project and Mitigation Measures The following improvements are required for Project access and subdivision frontage, or as mitigation for direct Project impacts, per Table 26 of the TIA. Therefore, prior to approval of the final map containing the 2,234th EDU, or the final map for planning areas requiring the following improvements as listed in Table 4.1.4, whichever comes first, the applicant shall construct the Project access and frontage improvements: Village 8 West Street “A”: Construct Village 8 West Street “A” as a local street from Main Street to Otay Valley Road. Provide signalized access at Otay Valley Road and at Main Street when signal warrants are met The following are direct Project impacts in 2030: Intersections: Birch Road/La Media Road Birch Road/SR-125 northbound ramps Birch Road/Eastlake Parkway Main Street/I-805 northbound ramps Main Street/La Media Couplet − Westbound Main Street/Northbound La Media Road − Eastbound Main Street/Southbound La Media Road − Eastbound Main Street/Northbound La Media Road Main Street/Magdalena Avenue Main Street/Eastlake Parkway Segments: Main Street: I-805 to Brandywine Avenue Main Street: Brandywine to Heritage Road As mitigation for direct Project impacts, prior to approval of the final map containing the 2,610 th EDU the applicant shall construct, or secure and agree to construct, the following direct Project impact mitigation measures: Olympic Parkway/Brandywine Ave intersection: Complete intersection traffic signal modifications including northbound right turn overlap phase and extension of westbound left-turn pocket (if not completed by 2025) Santa Victoria Road: Construct Santa Victoria Road between La Media Rd. and Heritage Rd. (if not constructed by 2025) 4.1 TRAFFIC OTAY RANCH VILLAGE 8 WEST SPA Otay Ranch Village 8 West SPA Plan City of Chula Vista Final Draft Public Facilities Finance Plan June, 2013 4.1-18 Otay Valley Road: Construct Otay Valley Road from Village 8 West eastern boundary to Village 9 “Street A” including the SR-125 Overcrossing; Main Street Construct SR-125 northbound and southbound ramps at Main Street. This measure is also a mitigation measure for cumulative impacts to the following: Main Street/I-805 southbound ramps (intersection) Birch Road: La Media Road to SR-125 Birch Road: SR-125 to Eastlake Pkwy The Project will contribute to its fair share through payment of the TDIF for mitigation of the following cumulative impacts identified in Table 26 of the TIA:. Heritage Road: Main Street to Entertainment Circle Heritage Road: Entertainment Circle to Avenida de las Vistas Eastlake Parkway: Birch Road to Main Street Roadways Assumed to be Built by Others (by 2,234th EDU) The TIA assumes the following improvements would be constructed by others prior to 2030: Main Street: Construction of Main St. from Heritage Road to La Media Road as 6-lane prime arterial The above improvements plus the 2025 roadway mitigations (as described in the TIA) are required to be constructed prior to the construction of the first EDU following the 2025 development phase (2,234 EDUs). No additional development may occur until the 2025 roadway mitigations are in place. If the Project equivalent dwelling unit count for 2025 is reached (2,234 EDUs as shown in TIA Tables 26), prior to the completion of all of the above-listed assumed and planned off-site and on-site improvements being constructed and open to traffic, then one of the following steps shall be taken as determined by the City Engineer: 1. Development in Village 8 West will stop until those assumed future roadways are constructed by others; or 2. City shall determine whether there is a need for the incomplete roadway segments. A number of factors, including changes to the tolling structure at SR-125, may affect the traffic patterns in the Otay Ranch. Additional traffic analysis of the roadway network and levels of service assessment may be necessary to determine if such improvements are necessary and the scope and timing of additional circulation improvements; or 3. Developer shall construct the missing roadway links and receive TDIF credit for those improvements as applicable; or 4. An alternative measure is selected by the City in accordance with the City of Chula Vista Growth Management Ordinance. OTAY RANCH VILLAGE 8 WEST SPA 4.1 TRAFFIC City of Chula Vista Otay Ranch Village 8 West SPA Plan June, 2013 Final Draft Public Facilities Finance Plan 4.1-19 5. All to the satisfaction of the City Engineer Table 4.1.3 summarizes all Project direct requirements for major roadways for each of the TIA analysis years. The Table describes the improvement required and the threshold which is approval of the final map that contains the indicated cumulative equivalent dwelling unit for the Project. 4.1 TRAFFIC OTAY RANCH VILLAGE 8 WEST SPA Otay Ranch Village 8 West SPA Plan City of Chula Vista Final Draft Public Facilities Finance Plan June, 2013 4.1-20 TABLE 4.1.3A-PROJECT ACCESS AND DIRECT TRAFFIC MITIGATION THRESHOLD REQUIREMENTS TIA Analysis Year Improvement Description Cumulative Project EDU Threshold1 Why Required 2015 La Media Road Secure and agree to construct La Media Road from existing terminus south of Santa Luna to Planning Areas N, I & J South of Main Street as a two-lane, two- way street to provide access to Village 8 West. 1 Project access/frontage requirement Main Street Secure and agree to construct Main Street from La Media Road to Magdalena Avenue as a two- lane, two-way street to provide access to Village 8 West 1 Project access/frontage requirement Main Street/La Media Road (intersection #19): Secure and agree to install traffic signal 1 Project access/frontage requirement Main Street/Magdalena Avenue (intersection #20): Secure and agree to construct west leg of intersection and modify existing striping and install stop sign on southbound approach 1 Project access/frontage requirement 2020 Otay Valley Road Secure and agree to construct Otay Valley Rd. from south of Main Street to Village 8 West Street “A” as a 4-lane major 302 Project access/frontage requirement Olympic Parkway at Brandywine Avenue intersection (study intersection #3) Secure and agree to 1) construct the traffic signal/intersection improvements to provide a northbound right-turn overlap phase 2) secure or construct the extension of the westbound left turn pocket, if not already completed by 2015. 1,388 Mitigation for Project direct impacts Santa Victoria Road Secure and agree to construct Santa Victoria Rd. from Heritage Road to La Media Road; including the intersection at La Media Road. 1,388 Mitigation for Project direct impacts Heritage Road Secure and agree to construct Heritage Rd. from Olympic Parkway to Santa Victoria Road; including the intersection of Santa Victoria and Heritage 1,388 Mitigation for Project direct impacts 1 The threshold is approval of the final map that contains the indicated cumulative equivalent dwelling unit for the Project Note: Development patterns are subject to changes in market conditions. The Project’s phasing may therefore change in response to the market. The developer may submit a technical study to, for review by, the City Engineer that demonstrates to the satisfaction of the City Engineer that alternative street improvements will meet the threshold requirements. OTAY RANCH VILLAGE 8 WEST SPA 4.1 TRAFFIC City of Chula Vista Otay Ranch Village 8 West SPA Plan June, 2013 Final Draft Public Facilities Finance Plan 4.1-21 Table 4.1.3A-Traffic Threshold Requirements – Continued TIA Analysis Year Improvement Description Cumulative Project EDU Threshold1 Why Needed 2025 Main Street Secure and agree to complete construction of the remaining two lanes through the couplet (La Media Rd. to Magdalena Ave.), and install traffic signals at the new couplet intersections. Restripe Main Street as one-way for each leg of the couplet 1,388 Project access/frontage requirement La Media Road Secure and agree to complete construction the remaining two lanes through the couplet, and install traffic signals at the new couplet intersections. Restripe La Media as one-way for each leg of the couplet 1,388 Project access/frontage requirement Otay Valley Road Secure and agree to construct as a four lane major road from Village 8 West Street “A” to the southeastern Project boundary. Install stop control on side streets until traffic signal is warranted. 1,388 Project access/frontage requirement Main St./Magdalena Rd. Intersection Restripe the Main St./Magdalena intersection to include dual eastbound left-turn lanes and one eastbound through lane; install traffic signal 1,388 Project access/frontage requirement Main Street Secure and agree to construct Main Street from Village 8 West eastern boundary to Eastlake Parkway, including SR-125 overcrossing. 2,234 Mitigation for Project direct impacts 1 The threshold is approval of the final map that contains the indicated cumulative equivalent dwelling unit for the Project Note: Development patterns are subject to changes in market conditions. The Project’s phasing may therefore change in response to the market. The developer may submit a technical study to, for review by, the City Engineer that demonstrates to the satisfaction of the City Engineer that alternative street improvements will meet the threshold requirements. 4.1 TRAFFIC OTAY RANCH VILLAGE 8 WEST SPA Otay Ranch Village 8 West SPA Plan City of Chula Vista Final Draft Public Facilities Finance Plan June, 2013 4.1-22 Table 4.1.3A-Traffic Threshold Requirements – Continued TIA Analysis Year Improvement Description Cumulative Project EDU Threshold1 Why Needed 2030 Village 8 West Street "A" Secure and agree to construct Street “A” as a local street from Main Street to Otay Valley Road. Provide signalized access at Otay Valley Road and at Main Street when signal warrants are met. 2,234 Project access/frontage requirement Otay Valley Road Secure and agree to construct Otay Valley Rd. from Village 8 West eastern boundary to Village 9 Street "A" including the SR-125 overcrossing 2,610 Mitigation for Project direct impacts Main Street Secure and agree to construct SR-125 northbound and southbound interchanges ramps at Main Street 2,610 Mitigation for Project direct impacts Santa Victoria Road Secure and agree to construct Santa Victoria Rd. between La Media Rd. and Heritage Rd. (if not constructed by 2025) 2,610 Mitigation for Project direct impacts 1 The threshold is approval of the final map that contains the indicated cumulative equivalent dwelling unit for the Project Note: Development patterns are subject to changes in market conditions. The Project’s phasing may therefore change in response to the market. The developer may submit a technical study to, for review by, the City Engineer that demonstrates to the satisfaction of the City Engineer that alternative street improvements met the threshold requirements. OTAY RANCH VILLAGE 8 WEST SPA 4.1 TRAFFIC City of Chula Vista Otay Ranch Village 8 West SPA Plan June, 2013 Final Draft Public Facilities Finance Plan 4.1-23 TABLE 4.1.3B-ROADWAY IMPROVEMENTS ASSUMED TO BE CONSTRUCTED BY OTHERS TIA Analysis Year Improvement Description1 Cumulative Project EDU Threshold1 Why Required1 2025 Heritage Road Construction of Heritage Road from Olympic Parkway to Main Street 1,388 Assumed in the TIA to be Constructed by 2025 Heritage Road Construction of the widening of Heritage Road from Class II Collector (2-lanes) to a 6-Lane Prime between Main Street and Avenida de las Vistas by 2025 1,388 Assumed in the TIA to be Constructed by 2025 2030 Main Street Construction of Main Street from Heritage Road to La Media Road as 6-lane prime 2,234 Assumed in the TIA to be Constructed by 2030 1 The TIA provides alternatives if the assumed improvement is not constructed prior to approval of the final map for the project containing the cumulative project threshold EDU: 1) Development in Village 8 West shall stop until the assumed roadway is constructed by others; or, 2) City shall determine whether there is a n eed for the incomplete roadway segments; or 3) Developer shall construct the missing roadway links and receive TDIF credit for those improvements as applicable; or,4) An alternative measure is selected by the City in accordance with the City of Chula Vista Growth Management Ordinance. B. OTAY RANCH VILLAGE 8 WEST INTERNAL CIRCULATION THRESHOLDS Table 4.1.4 summarizes the internal facilities that need to be constructed for each planning area within the Project. For each planning area, the internal streets i dentified on Table 4.1.4 are required for access and frontage of the planning areas within that phase (these internal roadways and their planning area thresholds are listed in TIA Table 32). The internal streets are subject to further review by the City based on the specific evolution of the development patterns within the Project. The identified improvements for Main Street, La Media Road, Otay Valley Road and Street “A” on Table 4.1.4 are triggered either by the 1 st EDU in the planning areas, or the cumulative project EDU trigger for these improvements identified in Table 4.1.3 above, whichever comes first. Exhibit 4.1.2 displays the Village 8 West internal street system. Note that level of service requirements do not apply to the residential streets on Table 4.1.4. 4.1 TRAFFIC OTAY RANCH VILLAGE 8 WEST SPA Otay Ranch Village 8 West SPA Plan City of Chula Vista Final Draft Public Facilities Finance Plan June, 2013 4.1-24 TABLE 4.1.4-INTERNAL STREET IMPROVEMENTS1 1 Unit triggers for Street "A" and Otay Valley Road on this table supersede the threshold requirements given on Table 4.1.3 2 The EDU trigger refers to the final map within that phase or planning area which contains the indicated EDU. Development patterns are subject to changes in market conditions. The Project’s phasing may therefore change in response to the market conditions. The developer may submit a technical study to, for review by, the City Engineer that demonstrates to the satisfaction of the City Engineer that alternative street improvements met the threshold requirements. 3 Project access requirements also apply to the maximum number of units (120 EDUs) that may take access from a single point of connection to a circulation element street in accordance with the City of Chula Vista Subdivision Manual Sec. 3 -403.2. Additional points of connection may be required if more than 120 EDU’s take access from a single local street which does not have a through connection. PHASE/PLANNING AREAS INFRASTRUCTURE DESCRIPTION UNIT TRIGGERS WITHIN EACH PHASE2 1 ORANGE NORTH/ B, G, H-A, H-2 La Media (Bi-directional)–north Project boundary to ”C” St. 1st EDU Main Street (Bi-directional)–La Media to Easterly Project Boundary 1st EDU Appropriate Internal Streets and Street “A” north of Main Street Access/Frontage3 ORANGE SOUTH/ I, J, N I, J, N La Media Road (Bi-directional) from northerly Project boundary to Street “C”. 1st EDU Appropriate internal streets C, F, & G and Street “D” from St. “C” to St. “H” Access/Frontage BLUE/P, Q La Media (Bi-directional)–north Project boundary to Street “A”. 1st EDU Provide secondary access by constructing either; - Street “D” (including section of Street C between Street “D” and Otay Valley Rd.) - Otay Valley Road to Easterly project access point - Street “A” between Street “D” and Magdalena Ave. 120th EDU3 Appropriate internal streets Access/Frontage YELLOW WEST/ A, E, F La Media (Bi-directional)–north Project boundary to eastbound Main Street 1st EDU Main Street couplet (as a pair of one way streets) west of La Media. 1st EDU Appropriate internal streets Access/Frontage YELLOW NORTH EAST/ C, D La Media (Bi-directional)–north Project boundary to eastbound Main Street 1st EDU Main Street (Bi-directional)–La Media to Easterly Project Boundary 1st EDU YELLOW SOUTH/ L La Media (Bi-directional)–north Project boundary to eastbound Main Street 1st EDU Main Street (Bi-directional)–La Media to Easterly Project Boundary 1st EDU Street “A”–Main St. to Planning Area L southern boundary 1st EDU Appropriate Internal Streets Access/Frontage GREEN/ M, O, R, S La Media (Bi-directional )–north Project boundary to eastbound Main Street 1st EDU Main Street (Bi-directional)–La Media to Easterly Project Boundary 1st EDU Street “A” - Main Street to Otay Valley Road, south of school 1st EDU Otay Valley Road - St. “A” to easterly project boundary Access/Frontage Street “B”–St. “A” to easterly project boundary 1st EDU Appropriate Internal Streets Access/Frontage PURPLE -La Media (Bi-directional) /Otay Valley Road-north Project boundary to easterly project boundary -Otay Valley Road-eastbound Main Street to easterly Project boundary -Street “A” south of Otay Valley Road 1st EDU Appropriate Internal Streets Access/Frontage OTAY RANCH VILLAGE 8 WEST SPA 4.1 TRAFFIC City of Chula Vista Otay Ranch Village 8 West SPA Plan June, 2013 Final Draft Public Facilities Finance Plan 4.1-25 Potential Transit Stop Signalized Intersection EXHIBIT 4.1.2 OTAY RANCH VILLAGE 8 WEST STREET MAP (Source: Village 8 West Traffic Impact Analysis, Exhibit 25) 4.1 TRAFFIC OTAY RANCH VILLAGE 8 WEST SPA Otay Ranch Village 8 West SPA Plan City of Chula Vista Final Draft Public Facilities Finance Plan June, 2013 4.1-26 As is typical with development projects, Otay Ranch Village 8 West project will develop in response to market conditions, with certain areas or certain land uses developing faster than others. Therefore, the interim year construction of boundary intersections and internal roads is not fully certain at this time. The City recommends that boundary intersections be constructed to their full proposed build-out geometry (curb-to-curb) when the connecting internal links are constructed. Future assessment may be required to determine when these connections need to be made, and the boundary intersections constructed, based on the Project's development pattern or as directed by the City Engineer. Due to the uncertainties with the timing and loca tion of the development in each respective phase, the City Engineer will determine if and when additional studies may be needed to update the assumptions and validate the PFFP triggers. In addition, the City Engineer may amend the PFFP triggers at his/her discretion unless stated otherwise in a development agreement. The developer shall construct or enter into an agreement to construct and secure, in accordance with Section 18.16.220 of the Municipal Code, the required street improvements, including traffic signals, prior to approval of the applicable final map that contains the cumulative EDU trigger. C. THRESHOLD REQUIREMENTS 1. Threshold compliance will continue to be monitored through the annual Transportation Monitoring Program of the GMOC. 2. The project shall be conditioned to pay Transportation Impact Fees and Traffic Signal Fees at the rate in effect at the time building permits are issued. 3. The project shall be conditioned to complete or secure the completion of the transportation facilities (street segments and signalized intersections) according to the thresholds as described in Table 4.1.3 and the internal streets as described in Table 4.1.4 and shown on Exhibit 4.1.2, all to the satisfaction of the City Engineer. Notwithstanding any threshold requirement stated above, the following general Project requirements shall apply: 1. The Developer shall dedicate the Rapid Bus Right-of-Way, if any. 2. Developer shall acquire and dedicate SR-125 Right-of-Way for interchanges, if any. 3. Developer to build all roads surrounding school sites and park sites. 4. Developer to build all roads around the City of San Diego reservoir. 5. Developer shall secure and agree to construct all roadways to their full-width cross section as described in the City of Chula Vista Subdivision Manual unless as previously noted. 6. Construction of Otay Valley Road shall include the relocation of the City of San Diego water transmission pipelines that traverse the Project, including construction of new pipelines within the Otay Valley Road right-of-way, to the satisfaction of the City of San Diego and the Director of Public Works. OTAY RANCH VILLAGE 8 WEST SPA 4.1 TRAFFIC City of Chula Vista Otay Ranch Village 8 West SPA Plan June, 2013 Final Draft Public Facilities Finance Plan 4.1-27 4.1.6. FREEWAY SEGMENTS Basic Freeway Segment Analysis Segments of northbound and southbound I 805 between Telegraph Canyon Road and Main Street shown on Table 4.1.5 were analyzed under 2030 Without and With Project conditions using the 2000 HCS Basic Freeway Segment analysis methodology. Mainline segment volumes are based on SANDAG forecast 2030 ADT. A 4 percent heavy truck factor was applied and a measured free-flow speed of 65 mph was used in the HCS calculations for multi-lane segments. TABLE 4.1.5-FREEWAY SEGMENTS Interstate 805 Main Street to Olympic Pkwy Olympic Pkwy to Telegraph Canyon Rd. The results of this analysis are reported on TIA Table 27. The analysis indicates that both I-805 Northbound segments between Main Street and Telegraph Canyon Road, forecast to operate at LOS E during the PM Peak Hour under both with and without project c onditions. The southbound I-805 segments operate at LOS D in both peak periods. According to City of Chula Vista Traffic Study Guidelines, a significant project impact is identified if a project adds 1 mph speed delay or greater to a segment operating at LOS D, E or F. The results of the 2030 With Project mainline segment analysis demonstrate a change in delay of less than 1 mph for each study segment. Therefore, no direct impacts are identified. The TIA did not analyze freeway segments under the 2015, 2020, or 2025 Conditions. Freeway mainline segment analysis was conducted for northbound and southbound I-805 between Telegraph Canyon Road and Main Street under 2030 Conditions. The Project would not have a direct impact on these segments under 2030 Conditions. Therefore the TIA did not recommend mitigation measures. Caltrans Intersection Lane Volume (ILV) Analysis The TIA conducted an ILV analysis for both 2030 Conditions with and without the Project. Table 4.1.6 summarizes the results of the analysis. There are no significance thresholds associated with Project impacts on the freeway intersections, therefore recommended mitigations were not provided. TABLE 4.1.6-FREEWAY RAMP CONDITIONS WITH AND WITHOUT PROJECT Intersection 2030 Without Project 2030 With Project Olympic Pkwy / I-805 SB Ramps AM Stable Stable PM Unstable Unstable Olympic Pkwy / I-805 NB Ramps AM Unstable Unstable PM Unstable Unstable Main St / I-805 SB Ramps AM Stable Unstable PM Capacity Capacity Main St / I-805 NB Ramps AM Capacity Capacity PM Capacity Capacity 4.1 TRAFFIC OTAY RANCH VILLAGE 8 WEST SPA Otay Ranch Village 8 West SPA Plan City of Chula Vista Final Draft Public Facilities Finance Plan June, 2013 4.1-28 4.1.7 COST & FINANCING PROJECT TRAFFIC IMPROVEMENTS A. STREET IMPROVEMENTS Table 4.1.7 summarizes the various improvements and cost of improvements to the intersections and roadway segments either assumed to constructed by others, recommended as direct Project mitigation measures, or are TDIF-eligible roadways required for Project access or frontage requirements. Except for Santa Victoria Road, t hese facilities are included in Chula Vista’s Eastern Territory Transportation Development Impact Fee (TDIF) program. TABLE 4.1.7-ESTIMATED COST OF ROAD IMPROVEMENTS Facility Improvement Description Estimated Cost1 Olympic Parkway Capacity Enhancements To be determined To be determined Olympic Pkwy & Brandywine Avenue (Study Intersection #3) Construct the traffic signal/intersection improvements to provide a northbound right-turn overlap phase $400,000 Santa Victoria Road3 Construct Santa Victoria Rd. from Heritage Rd. to La Media Rd. $4,200,000 Heritage Road Construct Heritage Rd. from Olympic Parkway to Main Street as a 6 lane prime $20,700,000 Heritage Road Construct Heritage Rd. from Main Street to Avenida de las Vistas as 6-lane prime, including replacement of Otay River bridge $14,700,000 Main Street Construct Main St. from Magdalena Avenue to SR- 125 as 6-lane Prime $6,100,000 Main Street Construct Main St. from SR-125 to Eastlake Parkway, including overcrossing, as 6 lane Gateway $12,000,000 Main Street Construct Main St. from Heritage Road to Village 8 West western boundary as a 6 lane Prime $26,000,000 Main Street Construct northbound and southbound interchange ramps at SR 125 $6,000,000 La Media Road Couplet4 Construct La Media Rd. from existing terminus south of Santa Luna Street to Otay Valley Rd. $3,500,000 Main Street Couplet5 Construct Main St. from Village 8 West western boundary to Magdalena St. $5,600,000 Otay Valley Road6 Construct Otay Valley Rd. from La Media Rd. to easterly Village 8 West boundary $3,700,000 Otay Valley Road Construct Otay Valley Rd. from easterly Village 8 West boundary to Village 9 Street “A” including SR- 125 overcrossing $16,800,000 Total $119,700,000 1 The amounts shown are merely estimates for illustrative purposes only and do not have any effect on the requirement to build the improvements, If necessary, for the continued issuance of building permits for the Project, the developer may be required to build the improvements irrespective of the actual costs being higher or lower than the estimated cost given. All costs, except for Olympic Pkwy/Brandywine modifications and Santa Victoria are derived from the 2005 Eastern Territory TDIF report. 2 The section of Heritage Road from the Chula Vista city limit to Avenida de las Vistas is not within the TDIF program. 3 Estimated cost from Village 2 PFFP, Santa Victoria is not a TDIF-eligible street. 4 Estimated by prorating (between the limits of the Project’s obligation) the estimated cost of La Media Rd. from Birch Rd. to Rock Mtn. Rd in TDIF program (Facility 52) 5 Based on prorated (between the limits of the Project’s obligation) the estimated cost of Rock Mountain Rd. in TDIF (Facilities 60A & 60B) 6 Based on estimated cost of Otay Valley Rd (TDIF Facility 56c), realigned from couplets to easterly Project boundary OTAY RANCH VILLAGE 8 WEST SPA 4.1 TRAFFIC City of Chula Vista Otay Ranch Village 8 West SPA Plan June, 2013 Final Draft Public Facilities Finance Plan 4.1-29 B. TRANSPORTATION DEVELOPMENT IMPACT FEE (TDIF) The Project is within the boundaries of the TDIF program and, as such, the Project is subject to the payment of the fees at the rates in effect at the time building permits are issued. However, the improvements identified on Table 4.1.7 are required to be constructed or bonded pursuant to the identified thresholds. A requirement to construct the facilities cannot be satisfied by paying the TDIF. The developer’s total fee obligation is based on the TDIF rates in effect at the time of issuance of building permits. Eligible construction costs in excess of the TDIF obligation may be credited against the developer’s future TDIF obligations pursuant to an audit. Table 4.1.8 below presents the current TDIF fee schedule. The fee schedule may change from time-to-time as the City updates the TDIF program, or approves cost escalation fact ors as provided in the program. The City’s practice has been to update the TDIF every five years . The last comprehensive TDIF update was in 2005. TABLE 4.1.8-TRANSPORTATION IMPACT FEE SCHEDULE Land Use Classification Description TDIF Rate Residential (Low) (per DU) 0-6 dwelling units per gross acre $12,480 per DU Residential (Med.) (0.8 EDU/DU) 6.1-18 dwelling units per gross acre $9,984 per DU Residential (High) (0.6 EDU/DU) >18.1 dwelling units per gross acre $7,488 per DU Senior housing (0.4 EDU/DU) >18 dwelling units per gross acre $4,992 per DU Residential mixed use (0.4 EDU/DU) >18 dwelling units per gross acre $4,992 per DU Commercial mixed use (per 20 ksf) 16 EDU/20 ksf $199,680 per 20 ksf General commercial (per gross acre) < 5 stories in height (16 EDU/acre) $199,680 per acre Regional commercial (per gross acre) > 60 acres or 800 ksf (11 EDU/acre) $137,280 per acre High rise commercial (per gross acre) > 5 stories in height (28 EDU/acre) $349,440 per acre Office (per acre) < 5 stories in height (9 EDU/acre) $112,320 per acre Industrial (per gross acre) 8 EDU/acre $99,848 per acre 18-hole golf course (per acre) 70.0 EDU/course $873,600 per course Medical center (per gross acre) 65 EDU/acre $811,200 per acre Source: Engineering Department Development Checklist Revised Oct. 1, 2012 Table 4.1.9 summarizes the estimated TDIF revenues based on the Project’s proposed development phasing assumed in the TIA. The table is provided to give a rough estimate of the revenues that may be expected from the Project for the TDIF program. The fee revenues may change depending upon the actual number dwelling units, the actual acreage for commercial and office land uses and the TDIF rates in effect at issuance of building permits, which is subject to change on an annual basis to reflect construction cost indices and from program revisions resulting from the five-year updates. Final fee calculations will be known at the time building permits are applied for. In addition, Table 4.1.9 presents the total number of estimated dwelling units, and the estimated acreages of commercial and office development in Otay Ranch Village 8 West. 4.1 TRAFFIC OTAY RANCH VILLAGE 8 WEST SPA Otay Ranch Village 8 West SPA Plan City of Chula Vista Final Draft Public Facilities Finance Plan June, 2013 4.1-30 TABLE 4.1.9 ESTIMATED TDIF FEE REVENUES C. TRAFFIC SIGNAL FEE Future development within the project will be required to pay Traffic Signal Fees in accordance with Chula Vista Council Policy No. 475-01. The estimated total traffic signal fee is shown in Table 4.1.10 and is calculated based on the current fee of $33.45(per the Development Checklist dated October 1, 2012) per vehicle trip generated per day for various land use categories. The fee rate in effect at the time that building permits are issued will be the rate that is charged. The total fee may change depending upon the actual number dwelling units, commercial land uses, and the fee rate in effect, which is subject to change due to program updates based on the changes in planned signal improvements and cost data for actual signal improvements. Final calculations will be known at time building permits are applied for. TABLE 4.1.10-ESTIMATED TRAFFIC SIGNAL FEE REVENUE Village 8 West Gross Trips1 Traffic Signal Fee @ $33.45/trip TOTAL 43,084 $1,441,160 1Not reduced by internal capture or transit trips Estimated Fees are based on Development Checklist (Form 5509) revised 10/01/2012 and subject to adjustment from time-to-time. All internal intersections will be constructed with signal conduits so that traffic signals can be constructed at a later date if warranted. Development Type and Density of Residential TDIF Rate Unit Number of Units or Sq. Ft.Fee Town Center Residential 18-45 du/ac $7,488 per DU 899 $6,731,712 Medium High Density Residential 11-18 du/ac $9,984 per DU 530 $5,291,520 Medium Density Residential Attached/Detached 6-11 du/ac $9,984 per DU 290 $2,895,360 Low Medium Density Residential Village 3-6 du/ac $12,480 per DU 331 $4,130,880 Commercial Mixed Use (less than 5 stories, 16 EDU per acre)$199,680 per 20,000 Sq. Ft.15.0 $2,995,200 $22,044,672 Estimated TDIF is based on Development Checklist (Form 5509) revised 9/24/12 and subject to adjustment. TOTAL OTAY RANCH VILLAGE 8 WEST SPA 4.1 TRAFFIC City of Chula Vista Otay Ranch Village 8 West SPA Plan June, 2013 Final Draft Public Facilities Finance Plan 4.1-31 D. NON-TDIF STREETS AND SIGNALS Signals located at the intersection of any two non-TDIF public streets (such as Street “A” and Street “B” in the Project) are not eligible for development impact fee credit and, pursuant to City policy, will be funded by the development. Installation of traffic signals located at the intersection of a non-TDIF street and a TDIF street are eligible for a partial Sig nal Fee credit of up to 50 % of the cost of the signal system. The partial fee credit would apply to traffic signals at the following Project intersections:  Otay Valley Road and Street “A”  Otay Valley Road and Street “A”  Westbound Main Street and Street “A”  Eastbound Main Street and Street “A”  Main Street and Magdalena Avenue E. CREDIT FOR TDIF STREETS Construction of La Media Road, Otay Valley Road and Main Street are eligible to receive a TDIF credit in accordance with City policy. OTAY RANCH VILLAGE 8 WEST SPA 4.2 POLICE City of Chula Vista Otay Ranch Village 8 West SPA Plan June, 2013 Final Draft Public Facilities Finance Plan 4.2-1 4.2 POLICE 4.2.1 THRESHOLD STANDARD 1) Emergency Response: properly equipped and staffed police units shall respond to 81% of “Priority One” Emergency calls throughout the city within 7 minutes and shall maintain an average response time to all “Priority One” emergency calls of 5.5 minutes or less (measured annually). Urgent Response: Properly equipped and staffed police units shall respond to 57% of “Priority Two” Urgent calls throughout the city within 7 minutes and maintain an average response time to all “Priority Two” calls of 7.5 minutes or less (measured annually). Proposed Revised Threshold Standard As part of the Growth Management Oversight Committee’s “Top -to-Bottom” review the above adopted threshold standards for emergency and urgent response are being reconsidered. Modified thresholds standards have been presented to the GMOC and will be brought to the City Council for approval later this year. Further discussion on the modified thresholds is included below in Section 4.2.5. 4.2.2 SERVICE ANALYSIS The City of Chula Vista Police Department provides polic e services. The purpose of the Threshold Standard is to maintain or improve the current level of police services throughout the City by ensuring that adequate levels of staff and equipment are provided. Police threshold performance was analyzed in the “Report on Police Threshold Performance 1990-1999”, completed April 13, 2000. In response to Police Department and GMOC concerns the City Council amended the threshold standards for Police Emergency Response on May 28, 2002, with adoption of Ordinance 2860. Police Facilities are also addressed in A Master Plan for the Chula Vista Civic Center Solving City Space Needs Through Year 2010, dated May 8, 1989. 4.2.3 PROJECT PROCESSING REQUIREMENTS The PFFP is required by the Growth Management Program to address the f ollowing issues for Police Services.  Services reviewed must be consistent with the proposed phasing of the project.  Able to demonstrate conformance with A Master Plan for the Chula Vista Civic Center dated May 8, 1989, as amended unless stated otherwise in a development agreement. 4.2.4 EXISTING CONDITIONS The Chula Vista Police Department (CVPD) provides law enforcement services to the area encompassing the project. The CVPD is located in a new headquarters building at the corner 4 th Avenue and F Street in Chula Vista. This new facility is expected to be adequate through the build-out of Chula Vista. The Project is within Police Patrol Beat 32 that is served by at least one Beat Officer per shift. 4.2 POLICE OTAY RANCH VILLAGE 8 WEST SPA Otay Ranch Village 8 West SPA Plan City of Chula Vista Final Draft Public Facilities Finance Plan June, 2013 4.2-2 POLICE FACILITY INVENTORY  Police Headquarters at 4th Avenue and F Street. 4.2.5 ADEQUACY ANALYSIS According to the GMOC 2013 Annual Report the response thresholds for “Priority One” Calls for Service (CFS) were not met during the threshold review period 7/1/11 to 6/30/12 (see Table 4.2.1). The department is not in compliance with “Priority One” calls for service with 78.4% of the calls responded to within 7:00 minutes. The thresholds for “Priority Two” calls for service during the same period were not met. The Priority Two thresholds have not been met for 15 consecutive years (see Table 4 .2.2). The GMOC has determined that “Priority Two” or the Urgent Emergency Response time threshold was not met. According to the GMOC report, police response time is just one measure of how these services are keeping pace with growth. The city has implemented measures to improve police response times. These measures range from better education and communication within the Police Department regarding the GMOC threshold standards, as well as utilization of technological advances. Two measures that do relate to the ability of the Police Department to maintain the quality of life and are growth related are maintaining adequate staffing and reducing false alarms. As the table below indicates, the Police Department has made progress in r educing Priority One response times from a low of 80% in FY 2004-05. The Police Department is engaged in several current or proposed initiatives to continue the reduction in response times. TABLE 4.2.1 HISTORIC RESPONSE TIMES PRIORITY ONE -- EMERGENCY RESPONSE, CALLS FOR SERVICE Call Volume % of Call Response within 7 Minutes Average Response Time Threshold 81.0% 5:30 FY 2011-12 726 of 64,386 78.4% 5:01 FY 2010-11 657 of 64,695 85.7% 4:40 FY 2009-10 673 of 68,145 85.1% 4:28 FY2008-09 788 of 70,051 84.6% 4:26 FY2007-08 1,006 of 74,192 87.9% 4:19 FY2006-07 976 of 74,277 84.5% 4:59 FY2005-06 1,068 of 73,075 82.3% 4:51 FY2004-05 1,289 of 74,106 80.0% 5:11 FY2003-04 1,322 of 71,000 82.1% 4:52 FY 2002-03 1,424 of 71,268 80.8% 4:55 FY 2001-02 1,539 of 71,859 80.0% 5:07 FY 2000-01 1,734 of 73,977 79.7% 5:13 FY 1999-00 1,750 of 76,738 75.9% 5:21 CY 1999 1,890 of 74,405 70.9% 5:50 Source: GMOC 2013 Annual Report for threshold review period 7/1/11 to 6/30/12 OTAY RANCH VILLAGE 8 WEST SPA 4.2 POLICE City of Chula Vista Otay Ranch Village 8 West SPA Plan June, 2013 Final Draft Public Facilities Finance Plan 4.2-3 For the 15th consecutive year, the threshold standard for Priority Two – Urgent Response has not been met. The average response time increased by nearly 2 minutes over the previous year, and the percentage of calls responded to within 7 minutes fell to 41.9%. The Police Department attributes the decline in performance during this review period to the fact that the patrol division experienced higher than normal on-duty injuries to sworn personnel, resulting in lower staffing levels. The Police Department asserts that adequate staffing levels are crucial to meeting the existing Priority Two threshold standard. While additional staff is needed, the department does not anticipate having the necessary resources available for more staff in the near future due to the City’s ongoing budget challenges. Although this is a potential area of concern for the associated Village 8 West Fiscal Impact Analysis (See Sec 5), this PFFP addresses facility threshold issues not Police Department operations. As such, the cumulative mitiga tion measure for the Project’s impacts on police facilities is payment of the Public Facility Development Impact Fee (PFDIF see Sec. 4.2.6). Pursuant to State law the proceeds of the PFDIF may not be used for staffing or operations. The fee revenues may, however, be applied to capital improvements that serve to enhance operations and enable efficiencies that might mitigate staffing shortfalls to some extent. TABLE 4.2.2 HISTORIC RESPONSE TIMES PRIORITY TWO – EMERGENCY RESPONSE, CALLS FOR SERVICE Call Volume % of Call Response within 7 Minutes Average Response Time Threshold 57.0% 7:30 FY 2011-12 22,121 of 64,695 41.9% 11:54 FY 2010-11 21,500 of 64,695 49.8% 10:06 FY 2009-10 22,240 of 68,145 49.8% 9:55 FY2008-09 22,686 of 70,051 53.5% 9:16 FY2007-08 23,955 of 74,192 53.1% 9:18 FY 2006-07 24,407 of 74,277 43.3% 11:18 FY 2005-06 24,876 of 73,075 40.0% 12:33 FY 2004-05 24,923 of 74,106 40.5% 11:40 FY 2003-04 24,741 of 71,000 48.4% 9:50 FY 2002-03 22,871 of 71,268 50.2% 9:24 FY 2001-02 22,199 of 71,859 45.6% 10:04 FY 2000-01 25,234 of 73,977 47.9% 9:38 FY 1999-00 23,898 of 76,738 46.4% 9:37 CY 1999 20,405 of 74,405 45.8% 9:35 FY 1997-98 22,342 of 69,196 52.9% 8:13 FY 1996-97 22,140 of 69,904 62.2% 6:50 FY 1995-96 21,743 of 71,197 64.5% 6:38 Source: GMOC 2013 Annual Report 4.2 POLICE OTAY RANCH VILLAGE 8 WEST SPA Otay Ranch Village 8 West SPA Plan City of Chula Vista Final Draft Public Facilities Finance Plan June, 2013 4.2-4 The GMOC’s 2013 Annual Report acknowledged that the adopted current calls for service (CFS) threshold standards need to be reevaluated and discusses modifications to the standards proposed by the Police Department. The proposed modifications involve the following changes in calculating and reporting response times: • Calculating response time from the time the call was received in the Communications Center to the time that the first unit arrived on scene, or the “received-to-arrive” time; • Elimination of the normalization adjustments of response times for CFS from the Eastern Territory, which was used to account for geographic and land-use conditions that tend to extend response times relative to times in the older areas of the City; • Include false burglary alarms calls for service in Priority Two calculation; • The average response time threshold for Priority One calls for service would be increased to 6:00minutes; • The average response time threshold for Priority Two call for service would be increased to 12:00 minutes. The response time tables below, from GMOC 2012 Report Appendix B, summarize the CFS data based on the proposed criteria outlined above. The above criteria correspond to those commonly used by other police agencies in San Diego County. TABLE 4.2.3 MODIFIED THRESHOLD FOR PRIORITY ONE -- EMERGENCY RESPONSE, CALLS FOR SERVICE “RECEIVED TO ARRIVED” Call Volume % of Call Response within 7 Minutes Average Response Time Threshold N/A 6:00 FY 2010-11 657 of 64,695 N/A 5:35 TABLE 4.2.4 MODIFIED THRESHOLD FOR PRIORITY TWO – EMERGENCY RESPONSE, CALLS FOR SERVICE “RECEIVED TO ARRIVED” Call Volume % of Call Response within 7 Minutes Average Response Time Threshold N/A 12:00 FY 2010-11 21,500 of 64,695 N/A 12:31 The CFS data for FY 2010-11 show that the proposed threshold standards would continue to be achieved for Priority One calls, but that the response to Priority One calls would still be deficient. The proposed threshold standards will be taken to the City Council later this yea r. To further address CFS response time and other police level of service issues the Department retained the Matrix Consulting Group in February, 2012 to undertake a comprehensive analysis of the Department’s staffing, workload and best practices. A Phase One report that focuses on operational and staffing issues of the Community Patrol division was completed in April, 2012; the Department is implementing the recommendations contained in the Phase One report. A first OTAY RANCH VILLAGE 8 WEST SPA 4.2 POLICE City of Chula Vista Otay Ranch Village 8 West SPA Plan June, 2013 Final Draft Public Facilities Finance Plan 4.2-5 draft report of Phase Two of the study was submitted in October, 2012, it covers the Department’s other divisions. One of the study’s general findings is that the Department should avoid an over-emphasis on CFS response times. CFS response is strictly a measure of the Department’s ability to react whereas the Department should instead focus on increasing “proactive” patrol time in the community through appropriate changes in staffing and operational practices. The Police Department indicated in the 2012 GMOC Report that its current facilities, eq uipment and staff are not able to accommodate citywide forecasted growth and meet the threshold standards for the next 12 to 18 months. The Department cited the elimination of the vehicle replacement fund as a factor that would impact the Department’s abil ity to fund other police programs. One-time funding was used to replace aging patrol vehicles and will be unavailable in the future. The Department also indicated a lack of funding for needed upgrades to its computer-aided dispatch system and an inability to fund in-car video cameras and replacements for its mobile data computing system. Currently, the Department finds that it must divert funds from policing services in order to maintain its equipment. While operational and staffing costs are not eligible uses of development impact fee revenue, capital investments in equipment, vehicles and technology are. The cost of these mission -critical elements should be fully evaluated in a future update of the Public Facilities Development Impact Fee (PFDIF). Finally, the 2012 GMOC Report also recommends the reevaluation of a permanent Eastern Satellite Station (a police storefront was recently opened in the Otay Town Centre shopping center; however funding for the storefront is assured for only a few years). A perma nent police facility in the Eastern Territory was first evaluated in 2005. There is currently no available funding source for such a facility and would require a major update to the PFDIF in order to include the facility in the impact fee program. 4.2.6 FINANCING POLICE FACILITIES The Public Facilities Development Impact Fee (PFDIF) was updated by the Chula Vista City Council on October 1, 2012. The Public Facilities Development Impact Fee (PFDIF) is adjusted approximately every October 1st pursuant to Ordinance 3050. The Police Public Facilities DIF Fee is shown in Table 4.2.3, below. This amount is subject to change as it is amended from time to time. The project will be subject to the payment of the fee at the rate in effect at the time building permits are issued. At the current fee rate, the project Police Fee obligation at build - out is $3,698,344. The final PFDIF obligation will be subject to the rates in effect at the time building permits are issued. 4.2 POLICE OTAY RANCH VILLAGE 8 WEST SPA Otay Ranch Village 8 West SPA Plan City of Chula Vista Final Draft Public Facilities Finance Plan June, 2013 4.2-6 TABLE 4.2.6 VILLAGE 8 WEST SPA PUBLIC FACILITIES FEES FOR P OLICE 1 Phase SFDU MFDU Commercial Acres Police Component Fee Total Fee SFDU @ $1,656/DU MFDU $1,789/DU Commercial $7,826/Acre Orange 117 351 8.6 $193,752 $627,939 $67,304 $888,995 Blue 284 0 $470,304 $0 $470,304 Yellow 0 765 5.9 $0 $1,368,585 $46,173 $1,414,7583 Purple 220 0 $364,320 $0 $364,320 Green 0 313 $0 $559,957 $559,957 TOTAL 621 1,429 14.5 $1,028,376 $2,556,481 $113,477 $3,698,334 4.2.7 THRESHOLD COMPLIANCE AND REQUIREMENTS Police response times for “Priority One” Calls for Service (CFS) were met during the 20 10 - 2011 GMOC threshold review period. The department is in compliance with “Priority One” thresholds for this period. The thresholds for “Priority Two” during the same period were not met. However, response times to “Priority Two” alone are not the only indicator of the capacity of the Police Department to provide adequate services. Notwithstanding the Department’s effort to reduce response times and increase proactive patrol time, the Project applicants and the Department shall comply with the following requirements: 1) Prior to the approval of each building permit unless stated otherwise in a development agreement, the Applicant(s) shall pay Public Facilities Development Impact Fees (PFDIF) for police facilities at the rate in effect the time building permits are issued. 2) The City will continue to monitor police responses to calls for service in both the Emergency (priority one) and Urgent (priority two) categories and report the results to the GMOC on an annual basis. 3) Prior to approval of each design review permit, site plans shall be reviewed by the CVPD (or their designee) to ensure the incorporation of Crime Pprevention through Environmental Design (CPTED) features and other recommendations of the CVPD, including, but not limited to, controlled access points to parking lots and buildings; maximizing the visibility along building fronts, sidewalks, paseos and public parks; and providing adequate street, parking lot, and parking structure ligh ting. 1 Fee based on Form 5509 dated 10/1/2012. Actual fee may be different and will be determined by the City of Chula Vista at the time of building permit. The PDIF Fee is subject to change as it is amended from time-to-time. Changes in the number of dwelling units or Commercial Acreage may affect the estimated fee. OTAY RANCH VILLAGE 8 WEST SPA 4.3 FIRE AND EMERGENCY MEDICAL SERVICES City of Chula Vista Otay Ranch Village 8 West SPA Plan June, 2013 Final Draft Public Facilities Finance Plan 4.3-1 4.3 FIRE AND EMERGENCY MEDICAL SERVICES 4.3.1 THRESHOLD STANDARD The Chula Vista Growth Management Program Quality of Life Threshold Standards for Fire and Emergency Medical Services are found in CVMC Sec 19.09.040B: “Emergency response: Properly equipped and staffed fire and medical units shall respond to calls throughout the City within seven (7) minutes in 80 percent of the cases”. 4.3.2 SERVICE ANALYSIS The City of Chula Vista Fire Department (CVFD) provides Fire and Emergency Medical Services (EMS). EMS is provided on a contract basis by American Medical Response (AMR). The City also has countywide mutual and automatic aid agreements with surrounding agencies, should the need arise for their assistance. The purpose of the Threshold Standard and the mo nitoring of response times are to maintain and improve the current level of fire protection and EMS in the City. Fire/EMS facilities are provided for in the 1997 Fire Station Master Plan, as amended unless stated otherwise in a development agreement. The Fire Station Master Plan indicates that the number and location of fire stations primarily determine response time. The 1997 Fire Station Master Plan evaluates the planning area's fire coverage needs, and recommends a nine (9) station network at build-out to maintain compliance with the threshold standard. The CVFD has prepared a draft updated Fire Facility, Equipment, and Deployment Master Plan (FFMP) dated January 2011 but it has yet to be officially adopted. The adopted 1997 Fire Station Master Plan has been used to complete this analysis; however, if and/or when the new FFMP is approved the Project will be required to comply with its requirements. 4.3.3 PROJECT PROCESSING REQUIREMENTS In accordance with the approved Fire Station Master Plan, the City, at its sole discretion unless stated otherwise in a development agreement, shall determine when a new fire station is required in order to achieve threshold service levels, meet specific project guidelines or maintain general operational needs of the Fire Department. Developments shall be in accordance with the project guidelines outlined in the Fire Station Master Plan as may be amended from time to time unless stated otherwise in a development agreement. The requirement to pay for fire station construction and related equipment shall be the sole responsibility of the developer or developers and the City may require said developer or developers to provide a guarantee mechanism to assure the availability of such funding. The City of Chula Vista requires all SPA Plans to address Fire/EMS and the facilities needed to provide these services. Some issues that must be addressed relative to Fire/EMS facility needs are: 1) Specific siting of the needed facilities takes place in conformance with the Fire Station Master Plan, August 14, 1997, as amended unless stated otherwise in a development agreement; 2) Equipment needs; 3) Methods of financing equipment and facilities; 4.3 FIRE AND EMERGENCY MEDICAL SERVICES OTAY RANCH VILLAGE 8 WEST SPA Otay Ranch Village 8 West SPA Plan City of Chula Vista Final Draft Public Facilities Finance Plan June, 2013 4.3-2 4) Timing of construction consistent with the threshold service levels. (May require a “trigger analysis” to be performed by a third-party expert to dictate and justify the timing for the requisite fire facilities.) 5) Specific project guidelines and/or general operational needs of the Fire Department. 4.3.4 EXISTING CONDITIONS There are currently nine (9) fire stations serving the City of Chula Vista. The existing station network is listed below in Table 4.3.1 (Current & Planned Fire Station Facilities): TABLE 4.3.1 CURRENT & PLANNED FIRE STATION FACILITIES1 Station Location Equipment Staffing Current Fire Station Facilities Station 1 447 F Street Chula Vista, CA 91910 Engine 51/Truck 51 Battalion 51 Assigned: 24 On Duty: 8 Station 2 80 East J Street Chula Vista, CA 91910 Engine 52/Reserve 52 Assigned: 9 On Duty: 3 Station 3 1410 Brandywine Ave. Chula Vista, CA 91911 Urban Search and Rescue (US AR) 53/ USAR tender and trailer Assigned: 12 On Duty: 4 Station 4 850 Paseo Ranchero Chula Vista, CA 91910 Engine 54 Assigned: 9 On Duty: 3 Station 5 391 Oxford Street Chula Vista, CA 91911 Engine 55/Reserve 3 Assigned: 9 On Duty: 3 Station 6 605 Mt. Miguel Rd. Chula Vista, CA 91914 Engine 56/Brush Engine 52 Assigned: 9 On Duty: 3 Station 7 1640 Santa Venetia Rd. Chula Vista, CA 91913 Engine 57/Ladder Truck 57 Battalion 52 Assigned: 24 On Duty: 8 Station 8 1180 Woods Drive Chula Vista, CA, 91914 Engine 58 Assigned: 9 On Duty: 3 Station 9 291 E. Oneida Street Chula Vista, CA 91911 Engine 59 Assigned: 9 On Duty: 3 Planned Fire Station Facilities Station 10 Eastern Urban Center EUC Engine/EUC Truck Assigned: 21 On Duty: 7 Station 112 Chula Vista Bayfront: Bay Blvd. & J Street Bayfront Engine; Bayfront Truck Assigned: 21 On Duty: 7 Source: CVFD Website accessed on 11/7/2012 4.3.5 ADEQUACY ANALYSIS The City of Chula Vista Fire Department (CVFD) currently serves areas within the City's boundaries. The closest CVFD stations to the project site are:  Fire Station #6, located at 605 Mt. Miguel Rd in San Miguel Ranch. 1 These planned facilities only represent those new facilities as listed within the 1997 Fire Department Master Plan. 2 Chula Vista Bayfront Master Plan and Port Master Plan Amendment Revised Draft EIR SCH#2005081077 (Station 11). OTAY RANCH VILLAGE 8 WEST SPA 4.3 FIRE AND EMERGENCY MEDICAL SERVICES City of Chula Vista Otay Ranch Village 8 West SPA Plan June, 2013 Final Draft Public Facilities Finance Plan 4.3-3  Fire Station #7, located at 1640 Santa Venetia Rd. in Village 2  Fire Station #8, located at 1180 Woods Drive in EastLake III  A new Fire Station is planned for the Eastern Urban Center. The Fire/EMS response time threshold was not met for the latest GMOC report dated April 25, 2013 for the threshold review period July 2011 to June 2012. The percentage of calls responded to within seven minutes has fallen to its lowest level in 8 years and is currently at 78.1% is below the 80% threshold standard. The Fire Department reports that its aging reserve engine fleet is beginning to hinder its performance capabilities. The older fleet has smaller engines, older suspension and smaller brakes, all of which may reduce their ability to respond adequately. American Medical Response (AMR) currently provides emergency medical services to the project site on a contract basis for the City of Chula Vista. TABLE 4.3.2 VILLAGE 8 WEST SPA FIRE/EMS - EMERGENCY RESPONSE TIMES SINCE 1999 Review Period Call Volume % of All Call Response Within 7:00 Minutes GMOC Threshold: 80% FY 2012 11,132 78.4% FY 2011 9,916 78.1% FY 2010 10,296 85.0% FY 2009 9,363 84.0% FY 2008 9,883 86.9% FY 2007 10,020 88.1% CY 2006 10,390 85.2% CY 2005 9,907 81.6% FY 2003-04 8,420 72.9% FY 2002-03 8,088 75.5% FY 2001-02 7,626 69.7% FY 2000-01 7,128 80.8% FY 1999-00 6,654 79.7% Source: GMOC 2013 Annual Report for the 7/1/2011 to 6/30/2012 reporting period As it did in 2012 CVFD failed to meet the GMOC threshold of responding to 80 percent of calls within seven minutes. The CVFD expects the Project’s demand for services to increase the operating costs for equipment and staffing. Fire/EMS operating costs are addressed in the Fiscal Impacts Section 5 of this PFFP. 4.3.6 FINANCING FIRE SERVICE FACILITIES The Public Facilities Development Impact Fee (PFDIF) was updated by the Ch ula Vista City Council on October 1, 2012. The Public Facilities Development Impact Fee (PFDIF) is adjusted approximately every October 1st pursuant to Ordinance 3050. The project will be subject to the 4.3 FIRE AND EMERGENCY MEDICAL SERVICES OTAY RANCH VILLAGE 8 WEST SPA Otay Ranch Village 8 West SPA Plan City of Chula Vista Final Draft Public Facilities Finance Plan June, 2013 4.3-4 payment of the fee at the rate in effect at the time building permits are issued. At the current fee rate, the project Fire Fee obligation at build-out is $2,308,717. TABLE 4.3.3 VILLAGE 8 WEST SPA PUBLIC FACILITIES FEES FOR FIRE/EMS FACILITIES Phase SFDU MFDU Commercial Acres Fire/EMS Total Fee SFDU $1,369/DU MFDU $984/DU Commercial $3,616/Acre Orange 117 351 8.6 $160,173 $345,384 $31,098 $536,655 Blue 284 0 $388,796 $0 $388,796 Yellow 0 765 5.9 $0 $752,760 $21,334 $774,094 Purple 220 0 $301,180 $0 $301,180 Green 0 313 $0 $307,992 $307,992 Total 621 1,429 14.5 $850,149 $1,406,136 $52,432 $2,308,717 Estimates based on Form 5509 dated 9/24/12. Fees are subject to change depending on rate, dwelling units & commercial acres. Table 4.3.3 is an estimate. Actual fees may be different. PFDIF Fees are subject to change depending upon City Council actions and or Developer actions that change residential densities, industrial acreage or commercial acreages. The final obligation for the PFDIF will be subject to the rates in effect at the time building permits are issued. 4.3.7 THRESHOLD COMPLIANCE AND RECOMMENDATIONS 1) The City will continue to monitor fire department responses to emergency fire and medical calls and report the results to the GMOC on an annual basis. 2) The Project developer shall pay public facilities fees at the rate in effect at the time building permits are issued. 3) Fire Code Compliance: Prior to the approval of each building permit and to the satisfaction of the City of Chula Vista Fire Marshal, the Project shall meet the provisions of the current city-adopted California fire code and GMOC ordinance. In meeting said provisions, the project shall meet the minimum fire flow requirements based upon construction type and square footage. 4) The Fire Marshal shall have the sole discretion to grant exceptions to the Fire Code based upon adequate alternative means and materials. Such alternatives may require third party technical review at the project permit phase. 5) City should review the PFDIF for Fire/EMS to assure that new development is funding its fair share of these facilities. OTAY RANCH VILLAGE 8 WEST SPA 4.4 SCHOOLS City of Chula Vista Otay Ranch Village 8 West SPA Plan June, 2013 Final Draft Public Facilities Finance Plan 4.4-1 4.4 SCHOOLS 4.4.1 THRESHOLD STANDARD The City annually provides the two local school districts with a 12 to 18 month development forecast and requests an evaluation of their ability to accommodate the forecast and continuing growth. The Districts' replies should address the following: 1) Amount of current capacity now used or committed. 2) Ability to absorb forecasted growth in affected facilities. 3) Evaluation of funding and site availability for projected new facilities. 4) Other relevant information the District(s) desire(s) to communicate to the City and GMOC. 4.4.2 SERVICE ANALYSIS School facilities and services in Chula Vista are provided by two school districts. The Chula Vista Elementary School District (CVESD) administers education for kindergarten through sixth grades. The Sweetwater Union High School District (SUHSD) administers education for the Junior/Middle and Senior High Schools of a large district, which includes the City of Chula Vi sta. The purpose of the threshold standard is to ensure that the districts have the necessary school sites and funds to meet the needs of students in newly developing areas in a timely manner, and to prevent the negative impacts of overcrowding on the existing schools. Through the provision of development forecasts, school district personnel can plan and implement school facility construction and program allocation in line with development. On November 3, 1998, California voters approved Proposition 1A, the Class Size Reduction Kindergarten-University Public Education Facilities Bond Act of 1998. Prior to the passage of Proposition 1A, school districts relied on statutory school fees established by Assembly Bill 2926 ("School Fee Legislation") which was adop ted in 1986, as well as judicial authority (i.e., Mira -Hart- Murrieta court decisions) to mitigate the impacts of new residential development. In a post Proposition 1A environment, the statutory fees provided for in the School Fee Legislation remains in effect and any mitigation requirements or conditions of approval not memorialized in a mitigation agreement, after July 23, 2000, have been replaced by Alternative Fees (sometimes referred to as Level II and Level III Fees). The statutory fee for residential development is referred to in these circumstances as the Level I Fee (i.e., currently at $3.20 per square foot for new residential construction and $0..51 per square foot for new commercial and industrial construction)1. These fees were last adopted by the State Allocation Board at its January 27, 2010 meeting and may be increased every two years thereafter according to an inflation adjustment. This fee is shared between CVESD and SUHSD through a fee sharing agreement. CVESD utilizes their most recent School Facilities Needs Analysis (SFNA) dated June 2011, to quantify, for the next five -year period, the impacts of new residential development on the districts school facilities, and to calculate the permissible Alternative Fees to be collected from such new residential development. To ensure the timely construction of school facilities to house 1 E-mail correspondence from Paul; Wood dated 6/27/2012 4.4 SCHOOLS OTAY RANCH VILLAGE 8 WEST SPA Otay Ranch Village 8 West SPA Plan City of Chula Vista Final Draft Public Facilities Finance Plan June, 2013 4.4-2 students from the residential development in Village 8 West, alternative fees or implementation of a Mello Roos Community Facilities District (CFD) will be necessary. In compliance with Government Code Section 65995 (c) et. Seq. the SFNA provides the determination of eligibility for and the calculation of a Level II Fee. The formula for calculating the Alternative Level II fee can be generally described as the number of unhoused students identified in the SFNA, multiplied by the per pupil grant amount, plus 50%of the sum of site acquisition and development costs, less surplus property or proceeds thereon if any, less local funds dedicated for facilities construction, divided by the projected total square footage of residential units anticipated to be constructed during the next five years. A corresponding Level III Fee can generally be described as being equal to twice the Alternative Level II Fee plus the full amount of local funds dedicated by the District to provide school facilities to accommodate students generated from new growth, including any commercial and industrial fees collected. Sweetwater Union High School District utilizes their current “Sweetwater Union High School District Long Range Comprehensive Master Plan” dated July 20, 2004. Implementation of the SUHSD Plan is ongoing and has resulted in the upgrading of older schools and accommodating continuing growth. The district has leveraged $187 million from Proposition BB into a $327 million effort utilizing state funding to modernize and upgrade eight campuses. Additional modernization work began in 2008 at 11 campuses west of the 805 utilizing the first $180 million of the $644 million Proposition O Bond funds approved by the voters in 2006. Additional Proposition O modernization will be delayed until the economy recovers enough to allow additional bond sales. Neither Proposition BB or Proposition O includes funding for new schools to serve Village 8 West. In recognition of the impact on school facilities from new development, the SUHSD and the development community have entered into various mitigation agreements in order to ensure the timely construction of school facilities to house students from such new d evelopment. The primary financing mechanism authorized in these mitigation agreements is the formation of community facilities districts (CFDs). For this reason, such mitigated developments have been excluded from the projections contained in the SFNA dated March 11, 2011. 4.4.3 PROJECT PROCESSING REQUIREMENTS The PFFP is required by the Growth Management Program to address the following issues for School Services: 1) Identify student generation by phase of development. 2) Specific siting of proposed school facilities will take place in conformance with the Sweetwater Union High School District Long Range Comprehensive Master Plan, July 2004 and Chula Vista Elementary School District’s Standards and Criteria. 3) Reserve school sites, if necessary, or coordinate with the district for additional school classrooms. 4) Provide cost estimates for facilities. 5) Identify facilities consistent with proposed phasing. 6) Demonstrate the ability to provide adequate facilities to access public schools in conjunction with the construction of water and sewer facilities. OTAY RANCH VILLAGE 8 WEST SPA 4.4 SCHOOLS City of Chula Vista Otay Ranch Village 8 West SPA Plan June, 2013 Final Draft Public Facilities Finance Plan 4.4-3 7) Secure financing. 4.4.4 EXISTING CONDITIONS SCHOOL FACILITIES INVENTORY, CHULA VISTA ELEMENTARY SCHOOL DISTRICT Currently, the CVESD's inventory consists of 45 elementary schools including 6 Charter schools. Exhibit A-2 of the CVESD SFNA lists current available capacity in May 2011 as 28,268. Capacity using existing facilities is approximately 29,212. Projected enrollment for October 2010 was 27,484. Generally, there is sufficient capacity throughout the district at this tim e to accommodate additional students. The proposed Village 8 West project is located adjacent to mitigated development (CFD areas) where enrollment is near capacity when using state -loading standards. The District has a school mitigation agreement with the Village 8 West developer. SCHOOL FACILITIES INVENTORY, SWEETWATER UNION HIGH SCHOOL DISTRICT The SUHSD currently administers one junior high, ten middle schools, twelve comprehensive high schools, one continuation high school, seven alternative education academies, and four adult education centers. The district wide student enrollment is stable. According to the district, the Village 8 West project is within the EastLake Middle School and the Olympian High School attendance areas. The Sweetwater Union High School District and the Village 8 West Developer have a School Mitigation Agreement to form a CFD or pay mitigation obligations. 4.4.5 SCHOOL SIZING AND LOCATION The project is proposed to consist of 2,050 dwelling units at build out. At completion, the proposed project could generate approximately 1,022 students using the following Student Generation Factors:2 Elementary (K-6)3 =  .20914 students/DU of Multi-Family and Medium High Density  .4114 students/DU of Detached and Low Medium Density Village Middle School (7-8)5 =  .0810 students/DU of Multi-Family  .0936 students/DU of detached and attached single family 2 Includes Apartment & Condominium units. 3 CVES School Facilities Needs Assessment dated March 19, 2011 4 Includes Apartment & Condominium units. 5 Correspondence from SUHSD dated February 4, 2013 4.4 SCHOOLS OTAY RANCH VILLAGE 8 WEST SPA Otay Ranch Village 8 West SPA Plan City of Chula Vista Final Draft Public Facilities Finance Plan June, 2013 4.4-4 High School (9-12) =  .1171 students/DU of Multi-Family  .1939 students/DU of detached and attached single family By phase and school category, the high density plan is expected to generate the following students: TABLE 4.4.1 STUDENT GENERATION BY PHASE* Phase Elementary School (K-6) Middle School (7-8) High School (9-12) Total Students Orange 122 41 64 227 Blue 117 28 55 200 Yellow 160 62 90 312 Purple 91 21 43 155 Green 66 25 37 128 Subtotal 556 175 291 1,022 *Totals may not match due to rounding errors SCHOOL SIZE STANDARDS  Elementary 750-1000 students  Middle 1,200 students  Senior High 2,400 students Chula Vista Elementary School District The Site Utilization Plan identifies an 11-acre elementary school site as Parcel S. If selected by the CVESD, the school site will be large enough to accommodate up to 750 students. The CVESD relies heavily on local funding to finance the construction of school facilities and in the last several years the District has been deemed ineligible to receive any monies from the State to construct new schools. Based on the projected development set forth in the GMOC forecast and current eligibility determinations by the Office of Public School Construction, the District does not anticipate additional state funding will be forthcoming for at least the next three- five years. With state funding in doubt plus increased costs of school construction and land acquisition the future of new school construction projects will be difficult. The District and the Village 8 West developer have a School Mitigation Agreement of either creating a new CFD or annexing into an existing one. Further, the developer will provide mitigation payments to fund Elementary School facilities. An estimated 556 elementary school students are expected from Village 8 West. OTAY RANCH VILLAGE 8 WEST SPA 4.4 SCHOOLS City of Chula Vista Otay Ranch Village 8 West SPA Plan June, 2013 Final Draft Public Facilities Finance Plan 4.4-5 Sweetwater Union High School District The maximum capacity of a middle school is approximately 1,200 students. It is anticipated that the approximately 175 middle school students generated by the Village 8 West project will attend a new 21-acre middle school that will be large enough to accommodate up to 1,000 students. Until such time that the school is completed, students residing in Village 8 West will attend schools in neighboring villages as determined by the school district. High school students from Village 8 West may attend Olympian High School, located in Village 7 immediately adjacent to the proposed middle school or a future high school located in Village 9 in the likely event that Olympian High School has reached capacity before Village 8 West is built. The maximum capacity of a high school is approximately 2,400 students. It is anticipated that approximately 291 high school students will be generated from the Village 8 West project. 4.4.6 FINANCING SCHOOL FACILITIES California Government Code section 65995 et. seq. and Education Code Section 17620 et. seq. authorizes school districts to impose facility mitigation exactions on new development as a way to address increasing enrollment caused by that development. Although the collection of school fees is one method available to defray the cost of new development, it is not an acceptable solution since the maximum amount that could be collected by law represents less than one-fourth the cost to construct schools. The SUHSD is unable to meet the needs of this project with current school facilities and it is unable to construct new facilities to meet the impacts of this project through the provision of school fees. In recognition of this funding deficiency, it is the policy of each district to fully mitigate the facility impacts caused by a master planned community via the creation of a Mello Roos Community Facilities District prior to recordation of a final map However it should be noted that State Law does not allow Cities to condition final maps approvals on the creation of a Mello-Roos district. The following Mello-Roos Districts have been created by each district: 4.4 SCHOOLS OTAY RANCH VILLAGE 8 WEST SPA Otay Ranch Village 8 West SPA Plan City of Chula Vista Final Draft Public Facilities Finance Plan June, 2013 4.4-6 TABLE 4.4.2 COMMUNITY FACILITY DISTRICT BY DEVELOPMENT SUHSD CFD Number Location 1 EastLake 2 Bonita Long Canyon 3 Rancho del Rey 4 Sunbow 5 Annexable 6 Otay Ranch 8 Coral Gate (Otay Mesa) 9 Ocean View Hills 10 Remington Hills/Annexable 11 Lomas Verdes 12 Otay Ranch (Village 1 West) 13 San Miguel Ranch 14 Otay Ranch Village 11 15 Otay Ranch Village 6 16 Otay Ranch Lomas Verde SPA 3 17 Otay Ranch V2 & portion of V7 CVESD CFD Number Location 1 EastLake 2 Bonita Long Canyon 3 Rancho del Rey 4 Sunbow 5 Annexable 6 Otay Ranch 10 Robinhood Ridge Annexable 11 Otay Ranch (Lomas Verde) 12 Otay Ranch (Village 1, West) 13 San Miguel Ranch 14 Otay Ranch Village 11 (Brookf./Shea) 15 Otay Ranch Village 6 (ORC) 16 No CFD 17 Otay Ranch V2 & portion of V7 Based on data available from each district in their respective SFNAs, an estimate of costs for the construction of school facilities on a per student basis is provided below. Both districts follow state standards for determining the costs and size for school construction. ELEMENTARY SCHOOL COST  (800 students) ($27,300/student excluding land cost) $21,800,000  (800 students) ($36,500/student including land cost) $29,150,000 MIDDLE SCHOOL COST  (1,200 students) ($30,000/student excluding land cost) $36,000,000  (1,200 students) ($41,900/student including land cost) $50,280,000 HIGH SCHOOL COST  (2,400 students) ($33,333/student excluding land cost) $80,000,000  (2,400 students) ($47,100/student including land cost) $113,040,000 OTAY RANCH VILLAGE 8 WEST SPA 4.4 SCHOOLS City of Chula Vista Otay Ranch Village 8 West SPA Plan June, 2013 Final Draft Public Facilities Finance Plan 4.4-7 Land costs are assumed at $655,000 per acre including escrow costs, 2011 dollars. 4.4.7 THRESHOLD COMPLIANCE AND RECOMMENDATIONS 1) Prior to the issuance of each building permit, the Applicant(s) shall provide the City with evidence of certification by the CVESD and SUHSD that any fee, charge, dedication, or other requirement levied by the school district s has been complied with or that the districts have determined the fee, charge, dedication or other requirement does not apply to the construction. 2) Prior to approval of a applicable final map for private development on Parcel S and Parcel D of the Village 8 West Tentative Map (and including minimum lot size, grading, and any other required improvements), the applicant shall provide City- acceptable evidence from the Chula Vista Elementary School District and the Sweetwater Union High School District that the site has not been determined by the districts to be needed for use as a school sites. OTAY RANCH VILLAGE 8 WEST SPA 4.5 LIBRARIES City of Chula Vista Otay Ranch Village 8 West SPA Plan June, 2013 Final Draft Public Facilities Finance Plan 4.5-1 4.5 LIBRARIES 4.5.1 THRESHOLD STANDARD In the area east of I-805, the city shall construct, by build-out (approximately year 2030) 60,000 gross square feet (GSF) of library space beyond the city-wide June 30, 2000 GSF total. The construction of said facilities shall be phased such that the city will not fall below the GMOC threshold standard ratio of 500 GSF per 1,000 population1. Library facilities are to be adequately equipped and staffed. 4.5.2 SERVICE ANALYSIS The City of Chula Vista Library Department provides library facilities. 4.5.3 PROJECT PROCESSING REQUIREMENTS The PFFP is required by the Growth Management Program (GMP) to address the following issues for Library services: 1) Identify phased demands in conjunction with the construction of streets, water and sewer facilities. 2) Specifically identify facility sites in conformance with the Chula Vista Library Master Plan. 4.5.4 EXISTING CONDITIONS The City provides library services through the Chula Vista Public Library at Fourth and “F” Street (Civic Center), the South Chula Vista Library in the Montgomery/Otay planning area, and the recently opened (April 14, 2012) Otay Ranch Town Center site. The Castle Park, Woodlawn and the public library operation at Eastlake High School have been closed. The current libraries are listed on Table 4.5.1. 1 The GMOC threshold of 500 GSF per 1,000 population is stated in the Chula Vis ta Municipal Code (Sec. 19.09.04 D). Construction of library space shall be phased such that the city shall not fall below this threshold. However the Chula Vista Public Facilities Development Impact Fee program uses a “service standard” of 600 GSF/1,000, which is the target or desired standard to be achieved at build -out of the city. The proposed Library Facilities Strategic Plan recommends a range of 500 to 700 GSF. 4.5 LIBRARIES OTAY RANCH VILLAGE 8 WEST SPA Otay Ranch Village 8 West SPA Plan City of Chula Vista Final Draft Public Facilities Finance Plan June, 2013 4.5-2 TABLE 4.5.1 CURRENT LIBRARY FACILITIES Current Libraries Square Footage Civic Center Branch 55,000 South Chula Vista Branch 37,000 Otay Ranch Town Center (opened April 14, 2012) 3,412 Total Existing Square Feet 95,412 4.5.5 ADEQUACY ANALYSIS The 1998 Chula Vista Library Master Plan Update addressed such topics as library siting and phasing, the impacts of new technologies on library usa ge, and floor space needs. The plan called for the construction of a full service regional library of approximately 30,000 square feet in the Rancho del Rey area and the construction of a second full service regional library of similar size in the Otay Ranch Eastern Urban Center (EUC). The City submitted applications for grant funding for the Rancho del Rey library in all three rounds of the highly competitive State Library Bond Act of 2000 administered by the California State Library (aka Proposition 14), but unfortunately the City did not receive an award. The Rancho del Rey branch library was subsequently put on hold. The City has prepared a draft Library Strategic Facilities Plan dated April 2011. The plan has not yet been adopted by City Council. According to the Plan, developing a single new destination library for east Chula Vista would be the most cost effective way to meet the threshold standard for library space in Chula Vista, from the standpoint of both capital and operating costs. The Plan indicates that a new destination library sh ould be located convenient to SR-125, preferably on the east side in order to best serve residents of this underserved area. In addition to sufficient capacity for the library building and parking, characteristi cs of a successful library site include a high profile location along a well-traveled route, close to other community amenities and accessible by public transit. A single new d estination library could also be developed in phases. This would provide the a bility to begin project implementation sooner, rather than waiting until funding accrues for the full project. The draft plan is being held pending completion of a Strategic Plan Element. Table 4.5.2 highlights existing plus forecasted project demands for library space as compared to the existing and scheduled library space as well as the impact of the Village 8 West Project on library facilities. The project can be accommodated in the projected Regional Library space. OTAY RANCH VILLAGE 8 WEST SPA 4.5 LIBRARIES City of Chula Vista Otay Ranch Village 8 West SPA Plan June, 2013 Final Draft Public Facilities Finance Plan 4.5-3 TABLE 4.5.2 VILLAGE 8 WEST SPA FORECASTED LIBRARY SPACE DEMAND VS. SUPPLY Population1 Demand Square Footage2 Supply Square Footage Above/(Below) Standard Estimated Existing City-wide 5/1/2012 246,496 123,248 95,412 (27,836) Future Branch Library (Phase 1) 30,000 30,000 Future Branch Library (Phase 2) 10,000 10,000 Forecasted Projects to 2016 16,568 8,284 (8,284) Total 263,064 131,532 135,412 3,880 1CA DOF estimate Jan. 1, 2010 2 Based on 500 GSF per 1,000 population The 2013 annual GMOC report points out that, for the nineth consecutive year, the City has not complied with the threshold standard of providing 500 gross square feet of libr ary facilities per 1,000 residents. With the closure of the Eastlake Branch in June, 2011 the FY 2010 -11 gross library floor area service ratio is only 387 square feet per 1,000 residents. The ratio is projected to fall to 378 sq. ft./1,000 in FY 2012-13. The Library Threshold Standard Implementation Measure requires that the City Council “formally adopt and fund tactics” to bring the library system into conformance, and that construction, or another actual solution, shall be scheduled to commence within three years of the threshold not being satisfied (June 2007)”. The deficiency of total library space is only one indicator of more pressing constraints that have been identified in GMOC report s, and draft Library Strategic Facility Plan including but not limited to the following:  Lack of conveniently located facilities to serve the east side of Chula Vista (the most significant influencing factor on library use is proximity of the facility to the user),  Reduction in library hours as the result of budget cutbacks;  Adequate computer facilities, both equipment and infrastructure quality at the Civic Branch, and the number of stations, as well as speed of connection at all library facilities. While the library system may not be experiencing significant issues due to a lack of square footage available (i.e., a failure to meet the threshold), the city’s libraries are experiencing significant customer service issues directly related to location of branches, hours and equipment availability and quality. Based on a population projection of 5,737, the Village 8 West project will generate a demand for approximately 2,869 square feet of additional library space, which can be accommodated in the projected planned total square footage of the proposed branch libraries. 4.5.6 FINANCING LIBRARY FACILITIES The Public Facilities Development Impact Fee (PFDIF) was updated by the Chula Vista City Council on October 1, 2012. The PFDIF is adjusted approximately every October 1st pursuant to 4.5 LIBRARIES OTAY RANCH VILLAGE 8 WEST SPA Otay Ranch Village 8 West SPA Plan City of Chula Vista Final Draft Public Facilities Finance Plan June, 2013 4.5-4 Ordinance 3050. The Library Public Facilities DIF Fee for both Single Family and Multi -Family Development is $1,555/unit2. This amount is subject to change as it is amended from time to time. The project will be subject to the payment of the fee at the rate in effect at the time building permits are issued. At the current fee rate, the estimated Library Fee obligation at buil d-out is $3,187,750. TABLE 4.5.3 LIBRARY FEE FOR VILLAGE 8 WEST Phase Number of DUs Library Fee $1,555/DU Orange 468 $727,740 Blue 284 $441,620 Yellow 765 $1,189,575 Purple 220 $342,100 Green 313 $486,715 Total 2,050 $3,187,750 The projected fee per dwelling unit illustrated in Table 4.5.3 is the current rate, and may be subject to change by action of the City Council by the time building permits are pulled. The total fee revenue is dependent on project phasing, final residential densities and d ensity transfers. 4.5.7 THRESHOLD COMPLIANCE AND RECOMMENDATIONS As it did in 2012, in its 2013 Annual Report, the GMOC stressed the need to update the 1998 Library Facilities Master Plan to reflect increased library needs generated by projected build -out population from the 2005 General Plan Update. The Master Plan will subsequently be updated with the Library Strategic Facilities Plan dated April 2011, when it is approved. The GMOC also recommended that the update consider changing trends to define the adequacy of library facilities and equipment, and what constitutes adequate staffing and hours of operation. Based upon the analysis contained within this section, the city’s c urrent library facilities (approximately 95,412 square feet) are approximately 27,836 square feet below the threshold standard (see Table 4.5.2). Prior to the issuance of each building permit for residential dwelling units unless stated otherwise in a development agreement, the Village 8 West Developer shall pay the Public Facilities DIF for library facilities at the rate in effect at the time of building permit issuance. 2 Fee based on Form 5509 dated 9/24/2012. Actual fee at the time of building permit issuance may be different. The applicant should verify the fee prior to obtaining building permits. OTAY RANCH VILLAGE 8 WEST SPA 4.6 PARKS, TRAILS AND OPEN SPACE City of Chula Vista Otay Ranch Village 8 West SPA Plan June, 2013 Final Draft Public Facilities Finance Plan 4.6-1 4.6 PARKS, TRAILS AND OPEN SPACE 4.6.1 PARK THRESHOLD STANDARD Three (3) acres of neighborhood and community parkland with appropriate facilities shall be provided per 1,000 residents east of I-805 (this standard is also specified in Section 17.10.040 of the Chula Vista Municipal Code ). 4.6.2 SERVICE ANALYSIS The City of Chula Vista provides public park and recreational facilities and programs through the Development Services, Public Works, and Recreation Departments which are responsible for the acquisition and development of parkland. All park development plans are reviewed by City staff and presented to the Parks and Recreation Commission for review. A recommendation is made by this Commission to the City Council. The Otay Ranch Parks and Recreation Facility Implementation Plan was adopted by the City Council on October 28, 1993. This plan identifies the parks facility improvement standards for the Otay Ranch. The City Council approved the Chula Vista Parks and Recreation Master Plan in November 2002. The Plan provides guidance for planning, siting and implementation of neighborhood and community parks. 4.6.3 PROJECT PROCESSING REQUIREMENTS  Identify phased demands in conformance with the number of dwelling unit’s constructed, street improvements and in coordination with the construction of water and sewer facilities.  Specific siting of the facility will take place in conformance with the Village 8 West Parks, Recreation, and Open Space Master Plan as Chapter 7 of the SPA.  Provide irrevocable offer of dedication for park purposes for sites within the project.  Compliance with the Otay Ranch Resource Management Plan 4.6.4 EXISTING CONDITIONS The existing and future parks as depicted in the Public Facilities and Services Element of the General Plan and as updat ed by the inclusion of more recent information are contained in the C ity’s Draft Parks and Recreation Master Plan dated December, 2010. 4.6.5 PROJECT PARK REQUIREMENTS COMPLIANCE WITH PUBLIC PARK STANDARDS The Village 8 West project (Project) generates an estimated population of 5,7371. To meet the City threshold requirements the amount of parkland dedicated is based on a standard of 3 1)This population is based on the persons per household factors used by the Department of Development Services: 3.30 per single family residence and 2.58 per multi-family. 4.6 PARKS, TRAILS AND OPEN SPACE OTAY RANCH VILLAGE 8 WEST SPA Otay Ranch Village 8 West SPA Plan City of Chula Vista Final Draft Public Facilities Finance Plan June, 2013 4.6-2 acres per 1,000 population (see Table 4.6.1). The standard is based on State of California Government Code 66477, also known as the Quimby Act that allows a city to require by ordinance, the dedication of land or payment of fees for park or recreational purposes or a combination of both. TABLE 4.6.1 QUIMBY ACT PARKLAND REQUIREMENTS V-8-W SPA Population Standard Parkland Acres Required 5,737 3 acres per 1,000 population 17.2 All new development in the City of Chula Vista is subject to the requirements contained in the City's Parkland Dedication Ordinance CVMC Chapter 17.10. The ordinance establishes fees for parkland acquisition and development (PAD fees), sets standards for dedication and establishes criteria for acceptance of parks and open space by the City of Chula Vista. Fees vary depending upon the type of dwelling unit that is proposed. There are four types of housing; Single Family dwelling units (defined as all types of single family detached housing and condominiums), Multi-Family dwelling units (defined as all types of attached housing including townhouses, attached condominiums, duplexes, triplexes and apartments), Mobile Homes and Hotel/Motel Rooms. Multi-Family Housing is defined as any free-standing structure that contains two or more residential units. Parkland dedication requiremen ts are shown below on Table 4.6.2. TABLE 4.6.2 CITY OF CHULA VISTA PARKLAND DEDICATION ORDINANCE STANDARDS Dwelling Unit Type Land Dedication per Unit Dwelling Units per Park Acre Single Family 460 sf/du 95 du/ac. Multi-Family 341 sf/du 128 du/ac. TABLE 4.6.3 VILLAGE 8 WEST SPA PLAN PRELIMINARY PARKLAND DEDICATION REQUIREMENTS CITY ORDINANCE APPLIED TO PLANNING PREDICTION OF UNIT NUMBERS AND TYPES2 Dwelling Unit Type* Number of D.U. Parkland Required/DU Required Acres Single Family 621 460 sf/du 6.6 Multi-Family 1,429 341 sf/du 11.2 TOTALS 2,050 17.8 The City’s Parklands and Public Facilities Ordinance (CVMC 17.10) is based on the Quimby Act. In accordance with the City’s Parklands and Public Facilities Ordinance, the Project’s parkland requirement is approximately 17.8 acres (see Table 4.6.3). 2 This table is based on 1,429 multi-family dwelling units x 2.61 population factor and 621 single family dwelling units x 3.52 population factor (CVMC Sec. 17.10.040) OTAY RANCH VILLAGE 8 WEST SPA 4.6 PARKS, TRAILS AND OPEN SPACE City of Chula Vista Otay Ranch Village 8 West SPA Plan June, 2013 Final Draft Public Facilities Finance Plan 4.6-3 The Project phasing (Table 3.2) and Site Utilization Plan (Exhibit 3.1) identifies the park designations and acreage that are also shown in Table 4.6.4 and Exhibit 4.6.1. Table 4.6.4 also identifies the phase of development in which the parks will be constructed. The Neighborhood and Community Park sites will be offered for dedication at the first final map for the Project. The Town Square Park site will remain private, but will be subject to a threshold condition which requires its completion prior to issuance of a permit for the 383 rd residential unit. The 16.6 net eligible acres of community parkland represents only a portion of the future Otay Ranch Community park site. Since the construction of the future Community Park is contingent upon the timely aggregation of various parcels of land, there may be a need to construct the Neighborhood Park prior to the Community Park in order to deliver developed parkland and maintain compliance with threshold standards. For this reason and since public parks are constructed under the City’s design-build procedures, applying a unit threshold to either the Community or the Neighborhood Park is not practical since the development of both parks is not under the control of the developer. In this regard, the Director of Development Services shall have the discretion to modify the sequence of park delivery. The City’s Parkland Dedication Ordinance requirements for the Project are outlined in Table 4.6.4. TABLE 4.6.4 VILLAGE 8 WEST SPA PLAN PARK ACRES AND ELIGIBLE CREDITS Park Identification Gross Acres Phase Proposed Credit % Eligible Credit Acres Community Parks 17.4 Yellow 100% 16.6 Neighborhood Parks 7.5 Purple 100% 7.5 Town Square 3.0 Orange 100% 3.0 Total Provided 27.9 27.1 Village 8 West SPA PAD Requirements 17.8 Acres Provided in excess of Requirement 9.3 4.6.6 PARK ADEQUACY ANALYSIS Table 4.6.5 is a comparison of park acreage demands and supply east of Interstate 805 for existing, approved projects, as well as the phased addition of the Village 8 West project. A review of the existing and approved park demands for Chula Vista east of I -805 including the Project indicates a projected 2016 demand of approximately 400.8 acres of Neighborhood and Community Park. The 2016 projected supply of park acreage east of I -805, 437.24 acres, is 36.44 acres more than the projected demand. 4.6 PARKS, TRAILS AND OPEN SPACE OTAY RANCH VILLAGE 8 WEST SPA Otay Ranch Village 8 West SPA Plan City of Chula Vista Final Draft Public Facilities Finance Plan June, 2013 4.6-4 TABLE 4.6.5 ESTIMATED PARK ACREAGE DEMAND COMPARED TO SUPPLY EAST OF INTERSTATE 805 Population East of I-8051 Park Demand2 Existing and Future Park Acres3 Eligible Credit Acres Net Acres +/-Standard Existing 118,000 354 390.44 390.44 +36.44 Forecasted Projects 2011 to 2016 15,613 46.8 46.85 46.8 +0 Total 133,613 400.8 437.24 473.24 +36.44 1 Projected population figures are from the 2011 GMOC Annual Report; existing population is an estimate 2 Based on City Threshold requirement of 3 acres of neighborhood and community parkland per 1,000 residents east of I-805. 3 Existing park acreage in "Eastern Territories” from 2010 Draft Park and Recreation Master Plan 4 From Table 3.1 5 Park acreage in future projects, including Village 8, West shall be delivered prior to or concurrent with demand TABLE 4.6.6 VILLAGE 8 WEST SPA PARK DEMAND BY PHASE Phase SFDU MFDU Demand Park Acres Supply Park Acres Net Acres +/- Standard Project Cumulative Orange 117 351 4.0 3.0 -1.0 -1.0 Blue 284 0 3.0 0 -3.0 -4.0 Yellow 0 765 6.0 16.6 10.6 6.6 Purple 220 0 2.3 7.5 5.2 11.8 Green 0 313 2.5 0 -2.5 9.3 Total 621 1,429 17.8 27.1 9.3 9.3 The proposed development of the Project requires approximately 17.8 acres of usable park space per the City of Chula Vista Parkland Dedication Ordinance for public parkland (see Table 4.6.6). The Village 8 West SPA plan identifies 27.1acres of eligible public parkland. The 17.8 acres will be met by the Developer dedicating parkland, paying in lieu parkland development fees for the Community and neighborhood parks, and constructing the Town Square. The total park acres provided exceeds the park obligation for Village 8 West. The Project developer is proposing to apply this excess supply toward meeting the park requirements of the future Village 9 SPA development provided the developer has provided the 28 acres to the City. 4.6.7 PARKLAND, OPEN SPACE AND TRAILS The Otay Ranch GDP established a four-tiered system of parks to be provided throughout the community to meet its goals and thresholds. The four tiers are: 1) park amenities in town square parks; 2) active play facilities in neighborhood parks; 3) community-level playing fields in community parks; and, 4) region-wide active and passive recreational areas in designated regional parks. Open space, community and regional parks are designated at the GDP level and only the pedestrian open space/trail corridor connecting from Wolf Canyon in Village OTAY RANCH VILLAGE 8 WEST SPA 4.6 PARKS, TRAILS AND OPEN SPACE City of Chula Vista Otay Ranch Village 8 West SPA Plan June, 2013 Final Draft Public Facilities Finance Plan 4.6-5 Seven through the Eastern Urban Center to Salt Creek via Village Eleven is identified in the Village 8 West SPA at this level. The GDP Park and Open Space Policies for Village 8 West state that parks will be established at the SPA Plan level. The amount of parkland required by the local park code, Chapter 17.10 CVMC, and the amount provided are indicated in Tables 4.6.3 and 4.6.4. A. REQUIRED PARKLAND & IMPROVEMENTS New development is required to provide public parkland, improved to City standards, and dedicated to the City and/or provide in lieu fees, based on the City’s Parkland Dedication Ordinance. The dedication requirements implement the Quimby Act 3 acre/1000 population standard. In addition to improved parkland, additional or specialized recreational facilities or payment of in lieu fees can be provided and cr edited against the parkland requirement on an acre basis. The projected dedication and/or fee requirement for the Project, based on the proposed target number of units and the assumed product types is 17.8 acres as detailed in Table 4.6.6. Compliance with the park dedication requirements will be monitored at each applicable final map and building permit within the Project. B. PARK & OPEN SPACE IMPLEMENTATION All of the open space and public parks will be controlled through open space easements and/or dedication to the City, district or homeowners' association. Maintenance of the Community and neighborhood parks will be provided by the City general fund. Maintenance of the Town Square Park will be funded through the establishment of a property based business improvement district or other mechanism acceptable to the Director of Development Services. Community Facility, Open Space and/or Landscape Maintenance Districts may be established to ensure proper management and operation of public right -of-way improvements. Private open space areas and slopes within “common interest” residential projects will be designated common areas and maintained by homeowners' associations. Similar property owners’ associations may be established for non-residential projects which include common areas requiring on-going maintenance. The phasing of park sites will include offering parkland for dedication at the first final map and construction of park improvements. Parks are to be available for use when the corresponding number of occupied new dwelling units requiring said park acreage is sufficient enough to equal the size of one or more of the Project’s planned parks. The Community and neighborhood parks are to be constructed by the City with Developer-paid in-lieu park development fees being the source of funding for construction. Park fees are to be paid prior to issuance of residential building permits. The Town Square is to be constructed by the Developer as a “turn key” facility prior to the issuance of the building permit for the 383rd dwelling in the “Orange” phase. Upon successful completion of Town Square construction, as determined by the Director of Development Services, City will allow parkland development PAD fee credits. The amount of said credits is subject to the Director of Development Services approval. C. OTAY RANCH RESOURCE MANAGEMENT PLAN (RMP) In accordance with the Otay Ranch RMP, the development of each Otay Ranch village requires an open space (OS) contribution of 1.188 acres of habitat to the Otay Ranch Preserve for each acre of development within the village,. The Village 8 West contribution is based on a development land area of approximately 320.1 acres less land area to be used for CPF, parks, schools, San Diego reservoir, arterial roads and right-of-way totaling approximately 141.3 acres. 4.6 PARKS, TRAILS AND OPEN SPACE OTAY RANCH VILLAGE 8 WEST SPA Otay Ranch Village 8 West SPA Plan City of Chula Vista Final Draft Public Facilities Finance Plan June, 2013 4.6-6 At 1.188 acres of conveyance per developed acre, the total conveyance obligation would be approximately 212.4 acres. The Project’s Preserve conveyance acreage is calculated in Table 4.6.7. The acreages are estimates only; actual acreages may be different when calculated at the time of final map. TABLE 4.6.7 VILLAGE 8 WEST PRESERVE CONVEYANCE OBLIGATION Development Acreage Total Developable Land Uses 320.1 Common Uses Not Calculated as Part of Conveyance Obligation: Community Purpose Facility (CPF) -5.8 Parks -28.0 Open Space -26.0 San Diego Reservoir -19.6 Right-of-Way -29.5 Schools -32.4 Subtotal Acreage of Common Uses -141.3 Total Developable Acreage (minus acreage for Common Uses) 178.8 Per Acre Conveyance 1.188 Estimated Total Conveyance Acreage 212.41* * Final conveyance acreage will be determined at the time of final map. Approximately 15.6 acres of Preserve area is provided within the SPA and will be conveyed into the Otay Ranch Preserve. The remaining open space obligation will be fulfilled in accordance with the conveyance formula of 1.188 acres per acre of development. The 23.5 acres of open space on the perimeter slopes is not applicable to the Project’s conveyance obligation. E. TRAILS The Project’s SPA Plan provides for greenbelt and neighborhood trails and pedestrian linkages within and beyond Village 8 West (see Exhibit 4.6.1). Within the Project, parks are accessed by the network of sidewalks and other amenities as follows: 1) Greenbelt Trail. The Greenbelt Trail occurs in open space areas. This road/trail begins at the terminus of Street A and extends to the edge of the SPA boundary, allowing for future connection to the Salt Creek Trail in the Otay Valley Regional P ark. Unlike other roadways in the SPA, the Greenbelt Trail will be open only to maintenance vehicles, and also serving as the maintenance access road for the sewer main connection to the Salt Creek Interceptor. The Greenbelt Trail will also double as a multi-use trail for bicycles, pedestrians, and other non -motorized modes of transportation. 2) Neighborhood Trail. Neighborhood trails occur along interior slopes, connecting adjacent planning areas where steep slopes prevent direct roadway connections. OTAY RANCH VILLAGE 8 WEST SPA 4.6 PARKS, TRAILS AND OPEN SPACE City of Chula Vista Otay Ranch Village 8 West SPA Plan June, 2013 Final Draft Public Facilities Finance Plan 4.6-7 The intent of these trails is to promote walkability by creating shorter travel distances between neighborhoods. They may not be appropriate for all users. 4.6.8 RECREATION The Project’s SPA Plan addresses the park, open space and trails facilities within the SPA area. The Otay Ranch Parks and Recreation Facility Implementation Plan (adopted by the City Council on October 28, 1993) identifies the park facility improvement standards for Otay Ranch. The City of Chula Vista Park and Recreation Department conducted subsequent facilities needs assessments and proposed modifications to the Otay Ranch area parks. The proposed modifications for Otay Ranch area parks are included in the City of Chula Vista Draft Parks and Recreation Master Plan, dated December, 2010. The proposed types, quantities and location of the facilities provided at each park site are included in the Project’s SPA Plan. 4.6.9 FINANCING PARK FACILITIES Chapter 17.10 of the Chula Vista Municipal Code, as amended unless stated otherwise in a parks or development agreement, governs the financing of parkland and improvements. Included as part of the regulations are Park Acquisition and Development (PAD) fees established for the purpose of providing neighborhood and community parks. The Ordinance provides that fees are paid to the City prior to approval of a final subdivision map, or in the case of a residential development that is not required to submit a final map, at the time of the final building permit application. CVMC 17.10.070 allows the City to deem that a combination of dedication of parkland and the payment of in-lieu fees would better serve the public and the park and recreation needs of future residents of the project if, in the judgment of the City, suitable land does not exist. Furthermore CVMC states that the amount and location of the land or in -lieu fees, or combination thereof, shall bear a reasonable relationship to the use of the park and recreational facilities by the future inhabitants of the subdivision. TABLE 4.6.8 PARK DEVELOPMENT COMPONENT (PAD) FEES DEVELOPMENT IN-LIEU COMPONENT ONLY Development Phase SFDU MFDU Development Component of PAD Fee’s/DU Fees by Phase and Total SFDU @ $4,984 MFDU @ $3,698 Orange 117 351 $583,128 $1,297,998 $1,881,126 Blue 284 0 $1,415,456 $0 $1,415,456 Yellow 0 765 $0 $2,828,970 $2,828,970 Purple 220 0 $1,096,480 $0 $1,096,480 Green 0 313 $0 $1,157,474 $1,157,474 Total 621 1,429 $3,095,064 $5,284,442 $8,379,506 Note: Actual fee obligation calculation to be based on the fees in effect at the time of payment and the implementing ordinance definition of dwelling unit type irrespective of underlying zoning district containing said dwelling unit unless stated otherwise in a separate development agreement. Definitions of dwelling unit type used for calculating park obligations are based upon from the City's Parkland Dedication Ordinance CVMC chapter 17.10. These definitions differ from the way unit types are defined from a planning, land-use and zoning perspective that uses unit density per acre to categorize the type of unit. CVMC chapter 17.10 uses product type to categorize the type of unit distinguishing between attached and detached units. Consequently, the figures in this chart are illustrative estimates, and shall be recalculated at the time when the obligations are due as determined by chapter 17.10 of the CVMC unless stated otherwise in a separate parks or development agreement. 4.6 PARKS, TRAILS AND OPEN SPACE OTAY RANCH VILLAGE 8 WEST SPA Otay Ranch Village 8 West SPA Plan City of Chula Vista Final Draft Public Facilities Finance Plan June, 2013 4.6-8 PAD fees and acreage obligations are subject to periodic annual increases. The current PAD fees are from the City of Chula Vista’s Development Checklist for Municipal Code Requirements, Form 5509, and revised October 1, 2012. In the event that the Developer offers for dedication parkland acceptable to the City for use as parkland, the Developer is eligible to receive parkland acquisition fee credits at the discretion of the Director of Development Services . Table 4.6.8 identifies the fees calculated for the development compone nt of the PAD fees while Table 4.6.9 identifies the fees calculated for the parkland acquisition component of the PAD fees. These fees are estimates only, actual fees will be based on PAD fee rates in effect at time of payment and are dependent upon the actual numbers of units filed on the final maps. Fees are also subject to change by the City Council. Multi-Family dwelling units are defined as all types of attached housing including townhouses, attached condominiums, duplexes, triplexes and apartments. TABLE 4.6.9 PARK ACQUISITION COMPONENT (PAD) FEES (ACQUISITION IN-LIEU COMPONENT ONLY) Development Phase SFDU MFDU Acquisition Component of PAD Fee’s/DU Fees by Phase and Total SFDU @ $12,676 MFDU @ $9,408 Orange 117 351 $1,483,092 $3,302,208 $4,785,300 Blue 284 0 $3,599,984 $0 $3,599,984 Yellow 0 765 $0 $7,300,608 $7,197,120 Purple 220 0 $2,788,720 $0 $2,788,720 Green 0 313 $0 $2,944,704 $2,944,704 Total 621 1,429 $7,871,796 $13,444,032 $21,315,828 4.6.10 FINANCING RECREATION FACILITIES Chapter 17.10 of the CVMC, which requires the collection of fees from residential developments to pay for parkland acquisition and various park facilities within the City of Chula Vista, is subject to changes by the City Council from time to time. On October 25, 2005, the City Council approved Ordinance 3026 relating to the periodic annual review and adjustment of park acquisition and development fees. Approval of Ordinance 3026 resulted in an increase fee for parkland acquisition. In July 23, of 2004 the Chula Vista City Council approved Ordinance 2945. This Ordinance amended Chapter 17.10 of the CVMC, which requires t he collection of In-Lieu Park Acquisition and Development Fees from residential developments that are not required to submit a subdivision map or parcel map. Some of the previous council actions that contributed to an increase in the in -lieu fees for park development and land acquisition are Ordinances No. 2886 and 2887 (both approved on November 19, 2002). Ordinance 2886 amended Chapter 17.10 of the CVMC to update the Parks Acquisition and Development Fees. Ordinance 2887 amended Chapter 3.50 of the Municipal Code, as detailed in the "Public Facilities DIF, November 2002 Amendment', adding a new recreation component to the Public Facilities DIF, updating the im pact fee structure and increasing the overall fee. Chapter 17.10 of the Chula Vista Municipal Code, first adopted in 1971, details requirements for parkland dedication, park improvements and the collection of in -lieu fees (i.e., PAD fees) from developers of residential housing in subdivisions or in divisions created by parcel maps, both east and west of I-805. It is the responsibility of the developer to dedicate land for parks and develop OTAY RANCH VILLAGE 8 WEST SPA 4.6 PARKS, TRAILS AND OPEN SPACE City of Chula Vista Otay Ranch Village 8 West SPA Plan June, 2013 Final Draft Public Facilities Finance Plan 4.6-9 all or a portion of the land as a neighborhood or community park. Al l parks must be designed and constructed to the City of Chula Vista regulations and to the satisfaction of the Director of Development Services and Director of Public Works. Improvements that may be required by the City include:  Drainage Systems  Lighted Parking Lots  Concrete Circulation Systems  Security Lighting  Park Fixtures (drinking fountains, trash receptacles, bicycle racks, etc.)  Landscaping (including disabled accessible surfacing)  Irrigation Systems  Restrooms and Maintenance Storage  Play Areas (tot lots, etc.)  Picnic Shelters, Tables, Benches  Utilities  Outdoor Sports Venues (tennis courts, baseball/softball fields. basketball courts, multi- purpose sports fields, skateboard and roller blade venues) In addition to parks-related items, a 1987 revision called for the dedication, within community parks, of major recreation facilities to serve newly developing communities, including:  Community Centers  Gymnasiums  Swimming pools Historically, PAD fees have not been sufficient to construct these additional lar ge capital items. However, major recreation facilities are now funded through a separate component of the Public Facilities DIF. The major capital items to be included in the new component are: community centers, gymnasiums, swimming pools, and senior/teen centers. In addition to existing citywide recreational facilities, an additional 139,834 square feet of major recreation facilities will be required to meet new development growth through build -out. Since the demand for major public recreation facilities is created by residential development, facilities costs are not spread to commercial/industrial development. Table 4.6.10 provides an estimate of the Recreational PFDIF Fees for the project. These fees are estimates only, actual fees will be based on fee rates in effect at time of payment and are dependent upon the actual numbers of units filed on the Project’s final maps. 4.6 PARKS, TRAILS AND OPEN SPACE OTAY RANCH VILLAGE 8 WEST SPA Otay Ranch Village 8 West SPA Plan City of Chula Vista Final Draft Public Facilities Finance Plan June, 2013 4.6-10 TABLE 4.6.10 VILLAGE 8 WEST SPA PUBLIC FACILITIES FEES FOR RECREATION3 Development Phase Dwelling Units Recreation Fee $1,180/DU Orange 468 $ 552,240 Blue 284 $ 335,120 Yellow 765 $ 902,700 Purple 220 $ 259,600 Green 313 $ 369,340 Total 2,050 $ 2,419,000 4.6.11 THRESHOLD COMPLIANCE AND RECOMMENDATIONS A. Based upon the analysis contained in this section of the PFFP, the parks standard for both neighborhood and community parks measured on an area -wide basis east of Interstate 805 is projected to be met at the completion of the project. Notwithstanding, the City of Chula Vista shall continue to monitor parks and recreation services east of Interstate 805 and report the results to the Growth Management Oversight Commission on an annual basis. B. Prior to approval of the first final map for the Project the Applicant(s) shall offer for dedication all public parkland identified in the Project’s approved SPA Plan, or as approved by the Directors of Recreation and Development Services. Park facilities such as the Neighborhood Park and Town Square identified as being required to meet the overall park obligation shall be identified on the first final map. C. Prior to the approval of each final map for the project , or, for any residential development project within Village 8 West that does not require a final map, prior to building permit approval, the Applicant(s) shall pay Park Acquisition and Development in-lieu fees for the area covered by the final map(s). The payment of in -lieu fees shall be in accordance with the phasing indicated in the Project’s approved SPA Plan, and a park agreement subject to approval of the Directors of Recreation and Development Services. In-lieu fees shall be based on the Park Acquisition and Development fees in effect at the time of issuance of building permits, unless stated otherwise in a parks or development agreement. D. Prior to issuance of each building permit for any residential dwelling units, the Applicant(s) shall pay recreation facility development impact fees (part of the Public Facilities Development Impact Fee) in accordance with the fees in effect at the time of 3 The PFDIF Fee for Recreation Facilities is subject to change as it is amended from time to time. The Recreation Fee is based upon the City of Chula Vista’s Development Checklist for Municipal Code Requirements, Form 5509, and Revised October 1, 2012. The total number of dwelling units filed on the final map or for which building permits are required shall determine the actual fee amount. Unless stated otherwise in a separate parks or development agreement the applicant shall pay the PFDIF in effect at the time building permits are issued. OTAY RANCH VILLAGE 8 WEST SPA 4.6 PARKS, TRAILS AND OPEN SPACE City of Chula Vista Otay Ranch Village 8 West SPA Plan June, 2013 Final Draft Public Facilities Finance Plan 4.6-11 building permit issuance and phasing approved in the PFFP for the Project’s SPA Plan, subject to approval of the Directors of Recreation and Development Services. E. Prior to approval of any final map of the Project containing trails, easements or right-of- way for the trails will be offered for dedication. F. Prior to the approval of the first final map for the Project a Maintenance Landscape Master Plan and Responsibility Map will submitted to for approval by the Director of Development Services. The Maintenance Landscape Master Plan will contain a matrix of which landscaping improvements will be maintained with general funds and which will require a separate, identified funding mechanism. G. Prior to the approval of the first final map for the Project a Community Facilities District, or other funding mechanism to the satisfaction of the Director of Public Works, shall be established for landscaping and streetscape maintenance within the public right of way and maintenance of public open space. H. Prior to the approval of the first map for the Project the Project shall annex into the Otay Ranch Preserve Maintenance CFD. I. Prior to recordation of each final “B” map, the developer shall convey or shall have conveyed at least 1.118 acres of habitat for each acre of development area within the map area as defined in the Resource Management Plan (RMP), (a total of approximately 212.4 acres) to the Otay Ranch Preserve pursuant to the Otay Ranch. RMP. Conveyance of the habitat meets the City’s threshold standard for conveyance obligation of Preserve open space. The actual number of acres to be conveyed with each final map will be determined during final map review. J. The Town Square Park shall be completed to the satisfaction of the Director of Development Services prior to the issuance of the 383rd residential building permit in the Orange Phase. K. Prior to the approval of the first final map for the Project the developer shall enter into an agreement with the City that provides for the following: dedication of public park sites, payment of PAD fees, schedule for completion of improvements, including utilities, to streets adjacent to the park sites, all to the satisfaction of the Directors of Recreation, Public Works and Development Services. Under the current method for delivery of new parks the City will award a design-build contract for the Project’s Neighborhood and Community Parks. The agreement will include provisions that in the event the City chooses not go forward with a design-build contract, the developer will be obligated to fully comply with the Parkland Ordinance and park threshold standards by constructing the parks in accordance with all City standards and under a time schedule as specified in the agreement. 4.6 PARKS, TRAILS AND OPEN SPACE OTAY RANCH VILLAGE 8 WEST SPA Otay Ranch Village 8 West SPA Plan City of Chula Vista Final Draft Public Facilities Finance Plan June, 2013 4.6-12 EXHIBIT 4.6.1 DESIGNATED PARKS AND OPEN SPACE Source: Village 8 West SPA Plan, May, 2012 OTAY RANCH VILLAGE 8 WEST SPA 4.7 WATER City of Chula Vista Otay Ranch Village 8 West SPA Plan June, 2013 Final Draft Public Facilities Finance Plan 4.7-1 4.7 WATER 4.7.1 THRESHOLD STANDARD 1. Developer will request and deliver to the City a service availability letter from the Water District for each project, as defined by the City. 2. The City annually provides the San Diego County Water Authority, the Sweetwater Authority, and the Otay Water District with a 12 to 18 month development forecast and requests an evaluation of their ability to accommodate the forecast and continuing growth. The Districts' replies should address the following: A. Water availability to the City and planning area, considering both short and long term perspectives; B. Amount of current capacity, including storage capacity, now used or committed ; C. Ability of affected facilities to absorb forecasted growth; D. Evaluation of funding and site availability for projected new facilities; E. Other relevant information the District(s) desire(s) to communicate to the City and GMOC. The growth forecast and water district response letters shall be provided to the GMOC for inclusion in its review. 4.7.2 SERVICE ANALYSIS The Otay Water District (OWD) will provide potable and recycled water service for the Village 8 West SPA Plan (Project) area. The district has existing and planned facilities in the vicinity of the Project site. Expanding the existing system can provide future water service. The Final Overview of Water Service for Otay Ranch Village 8 West, dated November 2010, by Dexter Wilson Engineering, Inc. (Wilson Water Study) and the Otay Water District Water Supply Assessment and Verification Report, (WSA&V) dated November 2010, by Robert Kennedy, P.E., Associate Civil Engineer for OWD provide the basis for this section of th is PFFP. The Wilson report provides recommendations for improvements that are needed to provide potable and recycled water service to the proposed development. The WSA&V includes an identification of existing water supply entitlements, water rights, water service contracts, or agreements relevant to the identified water supply needs for the Project. Prior to the approval of the first final map for the Project the developer shall also prepare a potable and reclaimed water Subarea Water Master Plan (SAMP) and gain approval of the SAMP from OWD. The SAMP will be reviewed by the City of Chula Vista, the City’s Fire Marshal and OWD prior to approval of the first final map for the Project. The SAMP will provide more detailed information on the Project such as project phasing; recycled water system improvements, processing requirements and computer modeling to justify recommended pipe sizes. OWD will not approve final engineering improvement plans until a SAMP has been approved for the Project. The SAMP will identify all water and reclaimed water facilities needed to serve the Project (including on-site and off-site of the Project) and the party responsible for the funding and construction of the identified improvements. In addition, no Final Map for the Project will be approved until the needed on -site and off-site facilities have been identified, secured and/or constructed, as approved by OWD and the City. The Project will be OTAY RANCH VILLAGE 8 WEST SPA 4.7 WATER Otay Ranch Village 8 West SPA Plan City of Chula Vista Final Draft Public Facilities Finance Plan June, 2013 4.7-2 required to provide all facilities needed to serve the Project when constructed without relying on the phased construction of adjacent projects, which are planned to provide improvements. The design criteria implemented to evaluate the potable and recycled water systems for the Project are in accordance with the Otay Water District Water Resources Master Plan, October 2008 (revised Nov. 2010)(WRMP) or as referenced in the Wilson Water Study. The design criteria are utilized for analysis of the existing water system as well as for design and sizing of proposed improvements and expansions to the existing system to accommodate demands in the study area. OWD prepared the WSA&V Report at the request of the City of Chula Vista (City). The WSA&V Report identifies that the water demand projections for the Project are included in the water demand and supply forecasts within the Urban Water Management Plans and other water resources planning documents of OWD, the San Diego County Water Authority (Water Authority), and the Metropolitan Water District of Southern California (MWD). Water supplies necessary to serve the demands of the Project, along with existing and other projected future users, as well as the actions necessary to develop these supplies, have been identified in the water supply planning documents of OWD, the Water Authority, and MWD. Further, the WSA&V Report demonstrates and verifies that sufficient water supplies are to be available over a 20-year planning horizon, and in single- and multiple-dry years to meet the projected demand of the Project and the existing and other planned development projects within the OWD service area. Senate Bills 610 (Chapter 643- Statutes of 2001) and Senate Bill 221 (Chapter 642. Statutes of 2001) amended state law effective July 23, 1, 2002, to improve the link between information on water supply availability and certain land use decisions made by cities and counties. SB 610 and SB 221 are companion measures, which seek to promote more collaborative planning between local water suppliers and cities and counties. Both statutes require detailed information regarding water availability to be provided to the city and count y decision-makers prior to approval of specified large development projects. Both statutes also require this detailed information be included in the administrative record that serves as the evidentiary basis for an approval action by the city or county on such projects. Both measures recognize local control and decision-making regarding the availability of water for projects and the approval of projects. The OWD Board of Directors’ approved (on January, 6 2011) WSA&V Report for Otay Ranch Village 8 West finding the report meets the requirements of Senate Bills 221 and 610. 4.7.3 PROJECT PROCESSING REQUIREMENTS The SPA Plan and this PFFP are required by the Growth Management Program to address the following issues for water services. 1. Identify phased demands in conformance with street improvements and in coordination with the construction of water and recycled water facilities. 2. Identify location of facilities for on-site and offsite improvements in conformance with the master plan of the water district serving the Project. 3. Provide cost estimates and proposed financing responsibilities. 4. Identify financing methods. 5. A Water Conservation Plan shall be required for all major development projects (50 dwelling units or greater, or commercial and industrial projects wit h 50 EDUs of water OTAY RANCH VILLAGE 8 WEST SPA 4.7 WATER City of Chula Vista Otay Ranch Village 8 West SPA Plan June, 2013 Final Draft Public Facilities Finance Plan 4.7-3 demand or greater.) The applicant shall submit a water conservation plan along with the SPA Plan Application. 4.7.4 EXISTING CONDITIONS Most of the water used in the San Diego County Water Authority (SDCWA) area is imported from the Metropolitan Water District (MWD). MWD receives its water supply through the State Water Project and the Colorado River Aqueduct. The SDCWA conveys water from the MWD to local purveyors within San Diego County. The Project is within the OWD Central Service Area (see Exhibit 4.7.1). Potable water is delivered to the Central Service Area via the Second San Diego Aqueduct. The Project will be served by the 624 pressure zone (PZ) and 711 PZ; the Project will need to expand the existing distribution system piping within both pressure zones to receive potable water service. The improvements needed shall be consistent with OWD’s established criteria for determining pressure zones. The criteria address minimum and maximum allowable pressures and maximum velocity thresholds within the distribution system piping under specific system operating conditions. Pipelines in the vicinity of Project include a 12-inch line in La Media Road and a 12-inch line in Main Street that will be extended to serve the Project. The southern and northwest portions of the Project will be served by the 624 PZ. The OWD Master Plan identifies a 624 PZ distribution main that will be extended from Heritage Road to the west and a line from Otay Valley Road to the east that will ultimately supply this area1. If these OWD improvements are not constructed, or if they are affected by circulation element changes, the Overview of Water Service (Wilson) recommends that a temporary 711/624 PZ pressure reducing station be installed to supply water to the 624 PZ portions of the Project until these ultimate pipelines or their functional equivalents are constructed. The off-site improvements through the Project, connecting to the 624 PZ system are needed for the Project’s southern portion to develop unless the Project constructs temporary onsite improvements to meet OWD redundancy requirements subject to City and OWD approval. If the OWD 624 PZ projects have not been constructed and connected to the Project’s 624 PZ system prior to issuance of the final map containing the 70th equivalent dwelling units in the 624 PZ area of the Project, the 711 PZ system to the north would be expanded and additional temporary 711/624 PZ pressure reducing stations would be installed as needed to serve the Project. Otay Ranch Village 8 West SPA development will connect to an existing 711 PZ 12 -inch water line in Magdalena Avenue (see Exhibit 4.7.2 for location of existing potable water lines). Based on the projected demands and system looping, on-site potable water facilities will likely range from 8 to 12 inches in diameter, pending final land use and fire flow requirements. The Project will be required to provide all potable water improvements needed to serve the Project when constructed without relying on the phased construction of adjacent projects, which are planned to provide improvements. The expected demand for the Project is approximately 0.79 mgd according to the Wilson Water Study and such demand is included in the OWD Water Resources Master Plan update 1 The OWD Water Resources Master Plan (Nov. 2010) indicates proposed 12” 624 lines along both the Main St. and Otay Valley Rd. alignments between Heritage Rd. and Village 8 West. OTAY RANCH VILLAGE 8 WEST SPA 4.7 WATER Otay Ranch Village 8 West SPA Plan City of Chula Vista Final Draft Public Facilities Finance Plan June, 2013 4.7-4 (November 2010). The WSA&V demonstrates and documents that sufficient water supplies are planned and are intended to be available over a 20 -year planning horizon, under normal conditions and in single- and multiple-dry years to meet the projected demand of the Project, and the existing and other planned development projects within OWD, including Otay Ranch Villages 8 East and 9. Additional review of water demand and availability will occur with preparation of the Subarea Master Plan (SAMP) for Otay Ranch Village 8 West SPA and approved by the OWD, to assure that sufficient supplies are planned to be available as demand is generate d by the Project. Current OWD policies regarding new development require the use of recycled water where available. Consistent with the Otay Ranch GDP, it is anticipated that recycled water will be used to irrigate street parkway landscaping, the Town Square, the Community Purpose Facility (CPF) site, public parks, manufactured slopes along the westerly open space areas, and landscaped areas of mixed-use and multi-family sites. Recycled water is currently available to the Otay Ranch area from the 1.3 mgd capacity Ralph W. Chapman Water Recycling Facility located near the intersection of Singer Lane and Highway 94. Recycled water will be delivered to the Project by extending the 680 Zone recycled water system from the 12-inch line in La Media Road that currently terminates north of the Project.2 The Project will be required to provide all recycled water improvements needed to serve the Project when constructed without relying on the phased construction of adjacent projects, which are planned to provide improvements. 4.7.5 ADEQUACY ANALYSIS A. WATER CONSERVATION PLAN A Water Conservation Plan is required for all major development projects (50 dwelling units or greater, or commercial and industrial projects with 50 EDUs of water demand or greater). This plan is required at the Sectional Planning Area (SPA) Plan level or equivalent for projects which are not processed through a Planned Community Zone. The city has adopted guidelines for the preparation and implementation of the Water Conservation Plan. Appendix G of the Otay Ranch Village 8 West SPA, dated January 2012, contains the Final Otay Ranch Village 8 West Water Conservation Plan (November 2010) by Dexter Wilson Engineering, Inc. providing an analysis of water usage requirements of the Project, as well as a detailed plan of proposed measures for water conservation, use of recycled water, and other means of reducing per capita water consumption from the Project, as well as defining a program to monitor compliance. The Water Conservation Plan is presented in the Sustainability Element within the SPA Plan document and therefore is not included in th is PFFP. B. OTAY RANCH VILLAGE 8 WEST SPA WATER DEMAND Table 4.7.1 shows the potable water demands within the Project. Ultimate average potable water demand for the Project, based on current land-use planning, is approximately 0.79 million gallons per day or about 881 acre-feet per year. The demand rate for each land use is shown as well. 2 The OWD WRMP also shows proposed 680 zone recycled water pipelines along Main St. and Otay Valley Rd. between Heritage Rd. and Village 8 West. OTAY RANCH VILLAGE 8 WEST SPA 4.7 WATER City of Chula Vista Otay Ranch Village 8 West SPA Plan June, 2013 Final Draft Public Facilities Finance Plan 4.7-5 TABLE 4.7.1 POTABLE WATER DEMANDS Land Use Quantity Unit Demand Required Fire Flow (gpm) Required Fire Flow Duration Hours Total Demand (gpd) Single Family (units) 621 500 gpd/unit1 1,500 2 310,500 Multi-Family (units) 1429 255 gpd/unit 2,500 2 364,395 Schools (ac) 31.6 1,428 gpd/acre 5,000 4 45,125 Commercial (ksf) 300 0.14 gpd/sf 3,500 3 42,000 CPF (ac) 5.8 714 gpd/acre 3,500 3 4,141 Parks (ac) 28.0 ---2 19,270 TOTAL 785,431 1500 gallon per day demand for single family homes applies to homes that are less than 3,600 sq. ft. 2 Planning Areas A, G and T will be irrigated with recycled water. Nominal potable water use in parks anticipated drinking fountains and comfort stations; potable water demand is based on a fixture unit study Source: Wilson study. The water demands are consistent with the approved SB610/221 Water Supply Assessment and Verification report presented and approved by the OWD Board in January 2011. The Technica l Water Study was approved by OWD in January 2011. Based on assumed project phasing identified in the Wilson Water Study, Table 4.7.2 summarizes the expected potable water demands for each phase of the Project. OTAY RANCH VILLAGE 8 WEST SPA 4.7 WATER Otay Ranch Village 8 West SPA Plan City of Chula Vista Final Draft Public Facilities Finance Plan June, 2013 4.7-6 TABLE 4.7.2 POTABLE WATER DEMANDS BY PHASE Source: PMC and Wilson Water Study Table 2-2. Total is off by 1,144 gdp from the Water Study Table 2.2 due to the school site in the Yellow Phase that is 0.80 acres smaller in the final SPA Plan than the site acreage assumed in the Wilson Water Study. Units and acreages may shift between phases as provided in the density and intensity transfer provisions of the SPA, but the total water demand shall remain the same. Land Use Quantity Total Demand (gpd) Single Family (units)117 500 gpd/unit 58,500 Multi-Family (units)351 255 gpd/unit 89,505 Schools (ac)1428 gpd/acre 0 Commercial (sf)174,000 0.14 gpd/sf 24,360 CPF (ac)714 gpd/acre 0 Parks (ac)3.0 0 ---1,230 Subtotal 173,595 Land Use Quantity Total Demand (gpd) Single Family (units)284 500 0 142,000 Multi-Family (units)0 255 0 0 Schools (ac)1428 0 0 Commercial (sf)0 0.14 0 0 CPF (ac)714 0 0 Parks (ac)0 --- Subtotal 142,000 Land Use Quantity Total Demand (gpd) Single Family (units)0 500 0 0 Multi-Family (units)765 255 0 195,075 Schools (ac)20.2 1428 0 28,846 Commercial (sf)126,000 0.14 0 17,640 CPF (ac)714 0 0 Parks (ac)17.4 0 ---15,370 Subtotal 256,931 Land Use Quantity Total Demand (gpd) Single Family (units)220 500 0 110,000 Multi-Family (units)0 255 0 0 Schools (ac)1428 0 0 Commercial (sf)0 0.14 0 0 CPF (ac)714 0 0 Parks (ac)7.5 0 ---2,670 Subtotal 112,670 Land Use Quantity Total Demand (gpd) Single Family (units)0 500 0 0 Multi-Family (units)313 255 0 79,815 Schools (ac)11.4 1428 0 16,280 Commercial (sf)0 0.14 0 0 CPF (ac)5.8 714 0 4,140 Parks (ac)0 --- Subtotal 100,235 TOTAL 785,431 Unit Demand Purple Unit Demand Green Unit Demand Unit Demand Orange Blue Unit Demand Yellow OTAY RANCH VILLAGE 8 WEST SPA 4.7 WATER City of Chula Vista Otay Ranch Village 8 West SPA Plan June, 2013 Final Draft Public Facilities Finance Plan 4.7-7 RECYCLED WATER Current land use planning for the Project results in an average day demand of 137,270 gpd for the Project, which is less than OWD's planned usage for the Project. The most prevalent recycled water use within the Project will be for landscape irrigation, such as watering medians, parks, open space, and common areas. The recycled water demands are presented in Table 4.7.3. TABLE 4.7.3 AVERAGE RECYCLED WATER DEMAND BY LAND USE 4.7.6 EXISTING WATER FACILITIES POTABLE WATER Otay Water District will supply the potable water to Otay Ranch Village 8 West SPA. The district currently relies solely on the San Diego County Water Authority (SDCWA) for water supply. The OWD has several connections to SDCWA Pipeline No. 4 which delivers filtered water from the Metropolitan Water District's filtration plant at Lake Skinner in Riverside County. The OWD also has a connection to the La Mesa - Sweetwater Extension Pipeline, which delivers, filtered water from the R.M. Levy Water Treatment Plant in the Helix Water District. Currently, this connection supplies water to the north portion of the OWD only. The OWD has a connection to the City of San Diego's water system in Telegraph Canyon Road and has an agreement that allows them to receive water from the Lower Otay Filtration Plant. Fire flow within the Project was evaluated as part of the Wilson Water Study. The fire flow requirements for each building within the Project will be a function of building design including height and structure type. As part of the building permit process, the City of Chula Vista Fire Department will evaluate fire flow requirements. The Applicant is required to prepare a final Subarea Master Plan (SAMP) prior to approval of the first final map. The SAMP will be approved by OWD as well as the City of Chula Vista. Among other topics, the SAMP will identify existing on - and off-site pipeline locations, sizes and capacities, the corresponding party responsible for the funding and construction of these facilities, and the City of Chula Vista’s fire flow requirements (flow rate, duration, hydrant spacing, etc). The Project’s on-site system would meet a fire flow of between 1,500 and 5,000 gpm depending on land use per Table 4.7.1. Land Use Area (acres) Percent to be Irrigated Irrigated Acreage Recycled Water Irrigation Factor (gpd/ac) Average Recycled Water Demand (gpd) Open Space Slopes 1 20.0 100%20.0 2155 43,100 Parks 2 28.0 100%28.0 2155 60,340 Schools 32.4 20%6.5 2,155 14,010 CPF 5.8 10%0.6 2155 1,290 Mixed Use 42.2 10%4.2 2155 9,050 Multi-Family Residential3 29.5 15%4.4 2155 9,480 TOTAL 137,270 Source: Wilson Study 1 Preliminary Estimate. 2 Planning Areas A, G and T will be irrigated with recycled water. See Wilson study. 3 Common area landscaping only OTAY RANCH VILLAGE 8 WEST SPA 4.7 WATER Otay Ranch Village 8 West SPA Plan City of Chula Vista Final Draft Public Facilities Finance Plan June, 2013 4.7-8 RECYCLED WATER Existing recycled water distribution mains may be extended to serve the Project, including an existing 12-inch main (680 PZ) to the north in La Media Road. While there is an existing 927 PZ 12- inch recycled water main in Magdalena Ave., 927 PZ water will not be used in Village 8 West. On- site recycled water pipelines would most likely be sized at 8-inch diameter, unless otherwise directed by OWD. The proposed recycled water system layout is shown on Exhibit 4.7.4. CITY OF SAN DIEGO WATER Several City of San Diego water transmission lines traverse the Project including 44-inch, 54-inch, and 2 33-inch pipelines. These pipelines are generally located along a northwest to southeast alignment within the Project area; the Project will not obtain water from these pipelines. 4.7.7 PROPOSED FACILITIES A. POTABLE WATER: Wilson determined that the projected water demands of the Project, the system looping, and on-site potable water facilities will likely range from 8 to 16-inches in diameter pending final land use and fire flow requirements. A network of looped distribution mains is planned to serve the Project. The potable water on-site distribution network is shown on Exhibit 4.7.3. The water distribution system improvements required for each phase and the planning units within each phase are listed in Table 4.7.4 and shown on Exhibit 4.7.4. The developer will be required to provide all potable water improvements needed to serve the Project when constructed without relying on the phased construction of adjacent projects, which are planned to provide improvements. B. RECYCLED WATER Exhibit 4.7.5 illustrates the recommended the on-site distribution network for recycled water and potential recycled water use areas within the Project . C. CITY OF SAN DIEGO WATER Prior to the approval of the first final map or issuance of the first grading permit for the Project, whichever comes first, the developer will be required to enter into an agreement with the City of San Diego to relocate the City of San Diego’s water lines to within the public streets. The agreement will contain provisions for phased relocation of the water lines, shall identify Village 8 West EDU triggers for commencement and completion of relocation milestones, and identify future rights and responsibilities of the City of San Diego, the City of Chula Vista and the developer, all to the satisfaction of the Director of Development Services. If the City of San Diego water lines are not relocated, or an agreement for the relocation has not been executed prior to the approval of the 1st final map of the Project, or issuance of a grading permit for the Project the developer will be required to revise/update the SPA Plan to reflect conditions with the current alignment of the water lines. 4.7.8 FINANCING WATER FACILITIES The financing and construction of potable water facilities is provided by three methods: OTAY RANCH VILLAGE 8 WEST SPA 4.7 WATER City of Chula Vista Otay Ranch Village 8 West SPA Plan June, 2013 Final Draft Public Facilities Finance Plan 4.7-9  CAPACITY FEES: In conjunction with its Capital Improvement Program (CIP) the Otay Water District facilitates design and construction of facilities and collects an appropriate share of the cost from developers through collection of capacity fees charged to water meter purchases. Capital Improvement Projects typically include supply sources, pumping facilities, operational storage, terminal storage, and transmission mains.  WATER SUPPLY FEES The OWD Board of Directors adopted a new Water Supply Fee effective June, 2010 to offset the cost of bringing new water supplies to the District’s service areas. The fee is charged by water meter size; the fee for a typical 1” meter for a single -family home is $2,230. The current fee schedule may be found on-line in “OWD Code of Ordinances” (Code No 28.01 B2)  EXACTION: The developer is required to finance, construct, and dedicate to the OWD potable water and recycled water facilities that serve only their development. The developer shall be required to finance, construct, and dedicate the relocated City of San Diego Water facilities to the City of San Diego. TABLE 4.7.4 WATER FACILITIES BY PHASE Phase Planning Area Water Improvements Orange B, G, H-1, H-2, I, J, and N  12” extension @ La Media Road  12” W106  12” W107  12” line in Main Street (SE)  8” lines @ Streets “C”, “D”, “F” and “G”  PRS 711/624 Zone Blue P and Q  12” water extension @ La Media Road  12” W106  PRS 711/624 Zone  12” W402  12” W404  12” line in Street “A”  8” lines in Streets “D”, “H”, “I”, “J” and “K” Purple T, U, and V  12” water extension @ La Media Road  12” W106  PRS 711/624 Zone  12” W402  8” lines in Streets “E” and “L”  8” line in P.A. U  12” line in Street “A” Yellow A, C, D, E, F, and L  12” W107  12” line in Street “A”  12” line in Main Street (SE) OTAY RANCH VILLAGE 8 WEST SPA 4.7 WATER Otay Ranch Village 8 West SPA Plan City of Chula Vista Final Draft Public Facilities Finance Plan June, 2013 4.7-10 Phase Planning Area Water Improvements Green M, O, R, and S  12” water extension @ La Media Road  12” W106  PRS 711/624 Zone  8” line in Street “A”  12” line in Street “A”  12” line in Street “B”  12” W402 Source: Wilson Study, Table 5-1 POTABLE WATER IMPROVEMENT COSTS The total capital cost for potable water facilities will be determined at the time the system is designed and the SAMP is approved. In accordance with District Policy No. 26, the District may provide reimbursement for construction and design costs associated with development of these improvements. RECYCLED WATER IMPROVEMENT COSTS The total capital cost for recycled water facilities will be determined at the time the system is designed and the SAMP is approved. The District may provide reimbursement for construction and design costs associated with development of these improvements. CITY OF SAN DIEGO WATER IMPROVEMENT COSTS The total capital cost for relocation of City of San Diego’s facilities will be determined at the time the system is designed and improvements plans approved by the Cit ies of San Diego and Chula Vista. 4.7.9 THRESHOLD COMPLIANCE AND RECOMMENDATIONS 1. Pursuant to SB 221the developer shall request and deliver to the City written verification of water supply from the appropriate water district prior to the approval of the first final map for the Project. This PFFP was prepared prior to the completion of the recycled and potable SAMP. Facility requirements may change based on the SAMP findings including, reservoir requirements, pipe sizes and distribution alignments; 2. Prior to approval of each Final Map for the Project, the developer shall obtain the approval of the SAMP from the Otay Water District and the City of Chula Vista. Potable and recycled water facilities improvements shall be financed or installed on -site and off-site in accordance with the fees and phasing in the SAMP approved by the OWD. The Subarea Master Plan shall include, but shall not be limited to: A. Existing pipeline locations, size, and capacity; B. The proposed points of connection and system; C. The estimated potable and recycled water demand calculations; D. Governing fire department’s flow requirements (flow rate, duration, hydrant spacing, etc); E. Water Agency Master Plan; F. Water Agency’s planning criteria (see Sections 4.1 through 4.3 of the Water Agencies Standards); G. Water quality maintenance; and OTAY RANCH VILLAGE 8 WEST SPA 4.7 WATER City of Chula Vista Otay Ranch Village 8 West SPA Plan June, 2013 Final Draft Public Facilities Finance Plan 4.7-11 H. Size of the system and number of lots to be served. 3. Developer shall construct all facilities needed for the Project as determined by the approved SAMP including any upsizing of or additional potable or rec ycled facilities above and beyond what the potable and recycled water technical reports have determined; 4. The developer shall be responsible for construction and funding the Project improvements required by OWD if the improvements are not covered by a funded OWD capital improvement program (CIP); 5. The developer shall be responsible for funding the City of San Diego improvements pursuant to that City’s requirements. The developer shall coordinate with the City of Chula Vista and the City of San Diego for a joint use agreement regarding the placement of City of San Diego facilities within City of Chula Vista’s streets or other public ways. Prior to issuance of a grading permit within any area owned or encumbered by City of San Diego easements , the developer shall obtain a letter of permission from the City of San Diego; 6. The developer shall extend recycled water mains to all parks and large open space areas as shown on SPA Exhibit 8.2 7. Prior to design review approval in accordance with the Intensity Transfer provision in the Village 8 West SPA, the applicant shall provide a water supply technical report with each proposed project requesting an intensity transfer. The technical study shall demonstrate to the satisfaction of the City Engineer that adequate onsit e water infrastructure will be available to support the transfer. The transfer of residential density shall be limited by the ability of the on-site water supply infrastructure to accommodate flows. 8. The Project developers shall comply with the Chula Vista Landscape Water Conservation Ordinance, shall prepare and submit for approval by the Director of Development Services a Water Conservation Plan and submit landscaping plans that indicate the utilization of recycled water where appropriate to reduce water demand. 9. Prior to issuance of the final map containing the 70th equivalent dwelling units in the 624 PZ area of the Project, if the OWD 624 PZ system has not been extended to Village 8 West, the 711 PZ system to the north would be expanded and additional temporary 711/624 PZ pressure reducing stations would be installed as needed to serve the southerly and northwesterly areas of the Project. OTAY RANCH VILLAGE 8 WEST SPA 4.7 WATER Otay Ranch Village 8 West SPA Plan City of Chula Vista Final Draft Public Facilities Finance Plan June, 2013 4.7-12 711 Pressure Zone (proposed) 980 Pressure Zone (proposed) 624 Pressure Zone (proposed) EXHIBIT 4.7.1 OTAY WATER DISTRICT-CENTRAL AREA CIP (EXCERPT) Source: 2010 OWD WRMP Exhibit iV OTAY RANCH VILLAGE 8 WEST SPA 4.7 WATER City of Chula Vista Otay Ranch Village 8 West SPA Plan June, 2013 Final Draft Public Facilities Finance Plan 4.7-13 EXHIBIT 4.7.2 OFF-SITE POTABLE WATER FACILITIES Source: Wilson Study, Figure 3-1 OTAY RANCH VILLAGE 8 WEST SPA 4.7 WATER Otay Ranch Village 8 West SPA Plan City of Chula Vista Final Draft Public Facilities Finance Plan June, 2013 4.7-14 EXHIBIT 4.7.3 ON-SITE POTABLE WATER FACILITIES Source: Wilson Study, Figure 4-1 OTAY RANCH VILLAGE 8 WEST SPA 4.7 WATER City of Chula Vista Otay Ranch Village 8 West SPA Plan June, 2013 Final Draft Public Facilities Finance Plan 4.7-15 EXHIBIT 4.7.4 WATER FACILITIES PHASING PLAN Source: Wilson Study, Figure 5-2 OTAY RANCH VILLAGE 8 WEST SPA 4.7 WATER Otay Ranch Village 8 West SPA Plan City of Chula Vista Final Draft Public Facilities Finance Plan June, 2013 4.7-16 EXHIBIT 4.7.5 ON-SITE RECYCLED WATER FACILITIES Source: Wilson Study, Figure 4-2 OTAY RANCH VILLAGE 8 WEST SPA 4.8 SEWER City of Chula Vista Otay Ranch Village 8 West SPA Plan June, 2013 Final Draft Public Facilities Finance Plan 4.8-1 4.8 SEWER 4.8.1 THRESHOLD STANDARD 1. Sewage flows and volumes in pipes shall not exceed City Engineering Standards as set forth in the subdivision manual adopted by City Council Resolution No. 11175, as may be amended from time to time. 2. The City shall annually provide the San Diego Metropolitan Sewer Authority (METRO) with a 12-18 month development forecast and request confirmation that the projection is within the City’s purchased capacity rights and an evaluation of their ability to accommodate the forecast and continuing growth, or the City of Chula Vista Public Works Department staff will gather the necessary data. The information provided to the GMOC shall include the following: a. Amount of current capacity now used or committed; b. Ability of affected facilities to absorb forecast growth ; c. Evaluation of funding and site availability for projected new facilities; d. Other relevant information. 4.8.2 SERVICE ANALYSIS The City of Chula Vista currently purchases capacity for wastewater treatment through the City of San Diego METRO system. Chula Vista oversees the construction, maintenance and the operation of the sewer collection facilities. The City Engineer is responsible for reviewing proposed developments and ensuring that the necessary sewer facilities are provided with each development project. The Sewer Threshold Standard was developed to maintain healthful, sanitary sew er collection and disposal systems for the City of Chula Vista. Individual projects are required to provide necessary improvements consistent with the City of Chula Vista Wastewater Master Plan dated May 2005 and shall comply with all city engineering standards. The source of information regarding the existing and recommended sewer facilities is from the Final Overview of Sewer Service for Otay Ranch Village 8 West, dated November 2010, by Dexter Wilson Engineering, Inc. This study is referred to as the Wilson Sewer Report throughout this PFFP. Otay Land Company’s approximately 320-acre project consists of commercial and low, medium and high-density residential land uses, as well as several parks, an elementary school site and a middle school site. The existing City of San Diego reservoir (approximately 20-acre site) is located in the center of the Project. Table 4.8.1 summarizes the various land uses for the Project. A more detailed breakdown of these land uses is provided in the Wilson Sewer Report in Table 1- 1. In addition, the land uses and densities assumed for the study are consistent with those evaluated in the adopted General Plan and Otay Ranch General Development Plan amendments. However, final land uses, acreages, and location of certain land uses may vary. 4.8 SEWER OTAY RANCH VILLAGE 8 WEST SPA Otay Ranch Village 8 West SPA Plan City of Chula Vista Final Draft Public Facilities Finance Plan June, 2013 4.8-2 TABLE 4.8.1 LAND USE SUMMARY AND SEWAGE GENERATION 4.8.3 PROJECT PROCESSING REQUIREMENTS The SPA Plan and the PFFP are required by the Growth Management Program to address the following issues for Sewer Services: 1. Identify phased demands for all sewer trunk lines in conformance with the street improvements and in coordination with the construction of water facilities. 2. Identify location of sewer facilities for on-site and offsite improvements, in conformance with the Wilson Sewer Report. 3. Provide cost estimates for all facilities and proposed financing responsibilities. 4. Identify financing methods. Land Use Gross Acres Maximum Units Total Flow (gpd) Single-Family Residential 93 621 265 gpd/unit 164,570 Multi-Family Residential 29.5 530 199 gpd/unit 105,470 Mixed-Use Residential1 26.2 899 199 gpd/unit 178,900 Commercial1 14.5 2,500 gpd/acre 36,250 Community Purpose Facility Site 5.8 2,500 gpd/acre 14,500 Middle School (1200 students)20.2 20 gpd/student 24,000 Elementary School (800 students)11.4 15 gpd/student 12,000 Parks 27.9 500 gpd/acre 14,000 Open Space & MSCP Preserve 39.1 0 0 Right of Way (arterials)2 30.1 0 0 Storm Water Retention Basin 2.4 0 0 City of San Diego Reservoir 20 0 0 Total Gross Acres/Total Units 320.1 2,050 Average Sewage Flow 549,700 With Peak Factor 1,070,000 Unit Flow 2 The ROW for other street classifications are included in the gross acres for the adjacent land uses. For purposes of this analysis it is assumed the City of San Diego's waterline easements will be abandoned when the waterlines are moved to within the arterial road ROW. Sources: Otay Ranch Village 8 West SPA Site Utilization Summary, January, 2012; Dexter Wilson Engineering, November, 2010 1 The acreage split between residential and commercial in the mixed-use area is assumed based on typical floor area ratios in order to assign an acreage for commercial land uses. The actual acreage composition for the mixed-use site will be determined when specific site plans are submitted as part of the design review process. OTAY RANCH VILLAGE 8 WEST SPA 4.8 SEWER City of Chula Vista Otay Ranch Village 8 West SPA Plan June, 2013 Final Draft Public Facilities Finance Plan 4.8-3 4.8.4 EXISTING CONDITIONS Sanitary sewer service for the Project will be provided by the City of Chula Vista (City). Th e City operates and maintains its own sanitary collection system that connects to the METRO wastewater treatment system. All wastewater generated within the Project will be conveyed to the Salt Creek Sewer Interceptor that discharges into the METRO system. The wastewater is ultimately treated by the City of San Diego at the Point Loma Wastewater Treatment Facility. SALT CREEK SEWER BASIN: There are no existing sewer facilities within the Project area. There are existing sewer facilities within Villages 2 and 7 located north of the Project. The Salt Creek Interceptor is located approximately 1,500 feet south of the Project. A 36-inch line exists at the point where the Interceptor passes the Project area. A connection will be made to the Salt Creek Interceptor to serve the southern portion of the Project. The Salt Creek Interceptor conveys flows westerly to a point of connection with the METRO System. 4.8.5 ADEQUACY ANALYSIS Sewer flows generated by the Project were estimated by the Wilson Sewer Report . The estimates were based on current City planning criteria for the permanent and interim on-site sewer system conditions. These estimated flows are the basis for design of new sewer facilities and the evaluation of existing facilities that will serve the Project. A. WASTEWATER TREATMENT: The METRO system provides sewer treatment services for the City of Chula Vista and 14 other participating agencies in accordance with the terms of a multi -agency agreement (METRO Agreement). The METRO system currently has ade quate sewage treatment capacity to serve the region until approximately 2025. The Developer shall pay capacity fees prior to building permit issuance. Development shall not occur without adequate sewer capacity as determined by the City Engineer. Building permits will not be issued if the City Engineer has determined that adequate sewer capacity does not exist. All development must comply with the Municipal Code, specifically, Municipal Code sections 19.09.010(A) 6 and 13.14.030. The City of Chula Vista wastewater treatment capacity rights in the METRO System are 20.864 mgd. The City currently generates an average flow of approximately 16.2 mgd; therefore, the City has reserve capacity of approximately 4.645 mgd. However, as a result of densification in the 2005 General Plan Update, the projected year 2030 average flow for the preferred alternative was increased to 26.2 mgd. The City would need to acquire capacity rights for an additional 5.4 mgd to accommodate year 2030 flows. PBS&J (now Atkins) prepared a study as a supporting document to the Village 8 West and Village 9 Program EIR1, analyzing treatment plant capacity relative to land uses in the adopted 2005 General Plan Update including the increased densities of Village 8 West and Village 9. The stud y also served to assess the need to acquire additional treatment plant capacity. The PBS&J Study includes the potential increased flows from development of the Bayfront Redevelopment 1 Salt Creek Interceptor Technical Sewer Study for the South Otay Ranch (Village 8 West and Village 9), October, 2010 4.8 SEWER OTAY RANCH VILLAGE 8 WEST SPA Otay Ranch Village 8 West SPA Plan City of Chula Vista Final Draft Public Facilities Finance Plan June, 2013 4.8-4 project and indicates that the total future treatment capacity in the cu mulative condition may be as high as 32.5 mgd, leaving the City 11.7 mgd above its total 2030 allocation. However, there is regional sewer treatment capacity available. The City does not wish to buy more capacity than is actually needed. The City will either purchase capacity as needed, or suspend the issuance building permits until the needed capacity is acquired. The estimated balance of the Trunk Sewer Capital Reserve fund (fund 413) is $39,122,2002. Based on the estimated current METRO capacity purchase price of $21/gallon/day3 this translates into 1.9 mgd of additional capacity that could be purchased 4. The City is evaluating the benefits of paying the City of San Diego for treatment or providing for treatment in alternative ways. B. WASTEWATER GENERATION: In accordance with the City of Chula Vista’s 2002 Subdivision Manual, the Wilson Sewer Report used the City sewage generation rates to estimate the total annual average wastewater flows produced from the Project. These estimated flows form the basis for design of the new sewer facilities and evaluation of existing facilities that will serve the Project. Table 4.8.2 below summarizes the criteria based on the City's Subdivision Manual. TABLE 4.8.2 CHULA VISTA SUBDIVISION MANUAL DESIGN CRITERIA Item Subdivision Manual Criteria 265 gpd/EDU SF: 1DU = 1 EDU MF: 1DU = 0.75 EDU Commercial Sewage Generation 2,500 gpd/nac Park Sewage Generation 500 gpd/nac PVC Roughness Coefficient, n 0.012 0.5 for pipes <=12" 0.75 for pipes >12" Residential Sewage Generation d/D for proposed sewer pipe Average wastewater generation rates at ultimate build-out, including the Project’s interim flows from the Main Street trunk sewer (formerly Rock Mountain Trunk Sewer), are presented in Table 4.8.1 above. (The figures in the table do not reflect the upstream, off -site flows generated from Otay Ranch Village 4, Village 7, and the EUC, the upstream flows are listed in Table 4.8.4) On-site and offsite collection, trunk, and interceptor facilities were evaluated based on this sewage flow. In addition, the City’s design criteria are used for analysis of the existing sewer 2 Estimated balance on 6/30/2013. 3 Based on estimated price of METRO capacity of $18 per gpd given in City of Chula Vista Wastewater Master Plan Financial Analysis 2005 and annual inflation at 2%. 4 Note Fund 413 is used: 1) to repair, replace or enlarge trunk sewer facilities ;2) to enhance efficiency of utilization and/or adequacy of capacity; or (2) to plan and/or evaluate any future proposals for area-wide sewage treatment and/or water reclamations systems and facilitie s. 72% of the fund may be expected to be used to fund the purchase of treatment capacity. OTAY RANCH VILLAGE 8 WEST SPA 4.8 SEWER City of Chula Vista Otay Ranch Village 8 West SPA Plan June, 2013 Final Draft Public Facilities Finance Plan 4.8-5 system as well as for design and sizing of proposed improvements and expansions to the system to accommodate the flows anticipated to be generated by the Project. Table 4.8.3 summarizes the expected sewage generation for each phase of the Project. The Orange and Yellow phases are dependent upon either 1) sewer facilities to be constructed within the Main Street alignment through Village 4 (the Main Street trunk sewer), or 2) construction of an interim gravity, deep sewer that connects to the proposed sewer in Otay Valley Road serving the southerly portion of the Project and continuing southerly to the Salt Creek Interceptor. The facilities anticipated to serve the Project are shown on Exhibit 4.8.2 (from Wilson Sewer Report Figure 4-1) and listed by phase on Table 4.8.8 (from Wilson Table 5-1), based upon the on-site sewage generation projected as shown in Table 4.8.3. TABLE 4.8.3 ON-SITE SEWAGE GENERATION Land Use Generation Rate Average Annual Day Peak Flowa ac/sf/students (gpd) (gpd) Orange Non-residential (sf) 174,000 2,500 21,030 Residential - SF 117 265 31,010 Residential - MF 351 199 69,850 Parks (ac) 3 500 1,500 Total Phase 1 123,390 Blue Residential - SF 284 265 75,260 Total Phase 2 75,260 Yellow Non-residential (sf) 126,000 2,500 15,230 Residential - SF 0 265 0 Residential - MF 765 199 152,240 Parks (ac) 17.4 500 8,700 Schools 1200 20 24,000 Total Phase 3 200,170 Purple Non-residential (sf) 0 2,500 Residential - SF 220 265 58,300 Residential - MF 0 199 0 Parks (ac) 7.5 500 3,750 Total Phase 4 62,050 Green Non-residential (sf) 0 2,500 Residential - SF 0 265 0 Residential - MF 313 199 62,290 Parks (ac) 0 500 0 Schools 800 15 12,000 CPF 5.8 2,500 14,500 Total Phase 4 88,790 All Phases Total 549,700 1,070,000 (a) Peaking factors per CVDS-18 Units and acreages may shift between phases subject to density and intensity transfer provisions but the total sewer flow will remain the same Source: PMC and Wilson Sewer study Table 2 -3 4.8 SEWER OTAY RANCH VILLAGE 8 WEST SPA Otay Ranch Village 8 West SPA Plan City of Chula Vista Final Draft Public Facilities Finance Plan June, 2013 4.8-6 C. ON-SITE SEWER COLLECTION The Wilson Sewer Report analyzed the on-site sewer system using the maximum allowable densities to determine the desired pipe sizes and slopes to meet the City's design criteria. Detailed calculations for the on-site sewer system are provided in Wilson Sewer Study. The on-site sewer collection system is expected to range from 8-inches to 15-inches in diameter, depending on the projected flows, available grade, and anticipated land use. The on-site sewer system was sized to accommodate density transfers as outlined in the Land Offer Agreement (Document No. 28-0218696 recorded in the County of San Diego on April 24, 2008) between Otay Land Company and the City allowing up to 15 percent of the units within a village to be transferred to another planning area within the village, provided that the total of 2,050 units allocated to the Project is not exceeded. D. UPSTREAM OFF-SITE FLOWS: Exhibit 4.8.1 shows major sewer facilities located in the vicinity of the Project. The on-site sewer system in the northern portion of the Project will be required to be sized to accommodate flows from the Village 4 Community Park, a portion of Village 7 and a portion of the Eastern Urban Center (EUC). Table 4.8.4 summarizes the offsite flows based on the studies identified. TABLE 4.8.4 UPSTREAM OFF-SITE SEWAGE FLOWS (AVERAGE DAILY FLOWS) Development Sewage Flows Village 4 Community Park 22,100 gpd Village 7 (Wolf Canyon Basin-permanent condition) 217,494 gpd Eastern Urban Center 660,297 gpd Village 4 - Overview of Sewer Service for Otay Ranch Villages 2, 3, a portion of 4 and PA 18b (January 2006) Village 7 - Conceptual Sewer Study by PBS&J (April 2004) not including the Middle School Site and Planning Area R -4 that are now in Village 8 West EUC - EUC Technical Study by PBS&J (January 2008) The Wilson Sewer Report sized the on-site sewer collection to accommodate the estimated upstream flows. E. OFF-SITE PIPELINE CAPACITY: As with other properties in the area, the intensity of the proposed development of the Project has increased from that proposed in the original Otay Ranch General Development Plan. The previously referenced study by PBS&J specifically analyzed the impact that the increased residential densities in Village 8 West and Village 9 and other projects would have on the Salt Creek Interceptor.5 The 5 The City analyzed the Salt Creek Interceptor in its 2005 Wastewater Master Plan, which was completed before adoption of the 2005 General Plan Update. The PBS&J study therefore includes all land use changes that have occurred since completion the 2005 Master Plan, including the 2005 General Plan and Village 8 West and Village 9. OTAY RANCH VILLAGE 8 WEST SPA 4.8 SEWER City of Chula Vista Otay Ranch Village 8 West SPA Plan June, 2013 Final Draft Public Facilities Finance Plan 4.8-7 PBS&J study determined that there were no capacity problems downstream of Village 8 West and Village 9. 4.8.6 RECOMMENDED SEWERAGE FACILITIES The sewer facility improvements required to serve the Project include on-site and off-site gravity sewer lines to accept upstream sewage flows, and off-site sewer line to convey the flows from the Project to the Salt Creek Interceptor. Ultimately, flows in the northern portion of the Project as well as the upstream off-site flows will flow westerly along the Main Street alignment within the Main Street Trunk Sewer before connecting to the Salt Creek Interceptor. INTERIM IMPROVEMENTS In the interim condition, before completion of the Main Street Trunk Sewer, the Project developer will construct the portion of the Main Street Trunk within Village 8 West and will terminate the Main Street Trunk Sewer at the westerly boundary with Village 4. The Wilson Sewer Report describes the temporary sewage facilities needed to serve the northerly areas of Village 8 West and the off-site flows from the north (listed in Table 4.8.4: portions of Village 7, the EUC and the Community Park in Village 4) until completion of the Main Street Trunk Sewer and its connection to the Salt Creek Interceptor. The facilities include the deep sewer line within Main Street and Otay Valley Road as shown on Exhibit 4.8.2 and a temporary flow diversion structure that will be installed on the Main Street Trunk to direct flows into the deep sewer line. The off-site Main Street Trunk Sewer within Village 4 will be constructed by others. The Main Street Trunk line and the deep sewer have been sized to accommodate both the off-site flows and the flows from northerly Village 8 West areas. When the Main Street Trunk Sewer improvements are completed, including the western connection to the Salt Creek Interceptor, the developer shall connect the Village 8 West portion of the Main Street Trunk to the Village 4 portion, remove the diversion structure, and abandon the deep sewer line, all to the satisfaction of the Director of Public Works. IMPROVEMENTS The recommended on-site sewer lines internal to the Project will range from 8-inch to 15-inch gravity sewers. Exhibit 4.8.2 illustrates the recommended on-site sewer main sizing for the Project and shows the location of the proposed interim deep sewer. The phasing of internal sewer mains is shown in Exhibit 4.8.3 and listed in Table 4.8.8 . The sizing of sewer lines in the Wilson Sewer Report are considered preliminary and shall be verified during the improvement plan preparation process when slopes and alignments for sewer lines have been better established. SALT CREEK SEWER BASIN The Project lies within the Salt Creek Sewer Basin. The southern portion of the Project, and in the interim the northern portion of the Project, will sewer southerly through the Project to a 15-inch sewer pipe to be constructed off-site and connecting to the Salt Creek Sewer Interceptor. CONNECTOR SEWER LINES The Project’s SPA identifies five (5) phases of development which may occur non-sequentially. The sewerage infrastructure needs by phase are identified Table 5-1 of the Wilson Sewer Report. 4.8 SEWER OTAY RANCH VILLAGE 8 WEST SPA Otay Ranch Village 8 West SPA Plan City of Chula Vista Final Draft Public Facilities Finance Plan June, 2013 4.8-8 4.8.7 FINANCING SEWERAGE FACILITIES To fund the necessary improvements to the Salt Creek Interceptor including the Main Street trunk sewer, the Salt Creek Sewer Impact Fee program was established by the City of Chula Vista. A discussion of the required fees is provided in the following subsection A and B. Table 4.8.5 below provides an estimate by phase of the sewer Equivalent Dwelling Units. TABLE 4.8.5 SUMMARY OF EDUS BY PHASE Phase: Orange Blue Yellow Purple Green All Phases Land Use EDU Factor EDUs EDUs EDUs EDUs EDUs EDUs Single Family 1.00 EDU/unit 117 284 0 220 0 621 Multi-Family 0.75 EDU/unit 263.25 573.75 235 1072 Commercial /Industrial 9.43 EDU/ac 79 57 137 CPF 9.43 EDU/ac 55 55 Elem School 0.0566 EDU/student 45 45.3 JH School 0.0755 EDU/student 90.6 90.6 Parks 1.89 EDU/ac 6 33 14 53 Total 465 284 755 234 335 2073 EDUs based on Salt Creek Sewer DIF. EDU’s may shift between phases subject to density and intensity transfer provisions but the total sewer flow will remain the same A. SALT CREEK SEWER BASIN IMPACT FEES The November 1994 Salt Creek Basin Study prepared by Wilson Engineering established a fee to fund future improvements to the Salt Creek Interceptor System. In August 2004, the City of Chula Vista updated the Salt Creek Sewer Basin Plan with the primary goal of ensuring that fees are more fairly and equitably distributed amongst the remaining properties within the Salt Creek Sewer Basin, and that sufficient funding will be available to complete the required improvements within the Salt Creek Interceptor System. This fee is required to be paid by all future developments within the Salt Creek Drainage Basin to fund improvements required to serve ultimate development within the basin. Since the 2004 update, changes in land use density and distribution have altered the basin’s sewer system requirements. Therefore, the developer shall participate in an update of the Salt Creek Sewer Basin Plan and the Impact Fee program by funding a fair-share portion of a study to determine the effects that the Village 8 West SPA and other projects will have on the Salt Creek Sewer Basin Impact Fee’s area of benefit and the equitable distribution of its costs among all contributors to the system. City of Chula Vista Ordinance Number 2974 updated the fee to be paid for future development within the Salt Creek Basin that connects to the existing system. Table 4.8.6 summarizes the fees to be paid by each land use type. The fees are collected upon issuance of building permits at the fee rates in effect at that time unless stated otherwise in a development agreement. The projected estimate of the total Salt Creek Sewer Basin Fee revenue is $2.76 million based on the maximum number of allowable EDUs and the current fee rate of $1,330 per EDU. The actual fee revenue depends upon the final number of EDU’s, changes in acreages and/or fee revisions by the City Council. OTAY RANCH VILLAGE 8 WEST SPA 4.8 SEWER City of Chula Vista Otay Ranch Village 8 West SPA Plan June, 2013 Final Draft Public Facilities Finance Plan 4.8-9 TABLE 4.8.6 SALT CREEK SEWER BASIN IMPACT FEES B. SEWERAGE PARTICIPATION (TREATMENT CAPACITY) FEE In addition, the City of Chula Vista collects a Sewerage Participation Fee to aid in the cost of processing sewage generated within the city. The fee is collected at the time of connection to the public sewer for new development. Existing buildings are subject to the fee when plumbing fixtures are added. For residential development the current fee $3,478 per EDU. Non -residential projects are prorated based on the number of Equival ent Fixture Units (EFU). Table 4.8 .7 below summarizes the estimated City Sewerage Participation Fee for the residential component of the Project. The commercial component of the Project will be calculated for each specific development proposal. The Sewerage Participation Fees for all project s will be calculated prior to the issuance of building permits. The fee rate shown is as currently adopted and is subject to change by the City Council. TABLE 4.8.7 RESIDENTIAL SEWERAGE PARTICIPATION FEE Phase: Land Use EDU Factor EDUs Fee EDUs Fee EDUs Fee EDUs Fee EDUs Fee Single Family 1.00 EDU/unit 117 155,600$ 284 377,700$ 0 -$ 220 292,600$ 0 -$ Multi-Family 0.75 EDU/unit 263 350,100$ -$ 574 763,100$ -$ 235 312,200$ Commercial 9.43 EDU/ac 79 105,500$ -$ 57 76,400$ -$ -$ CPF 9.43 EDU/ac -$ -$ -$ -$ 55 72,700$ Elem School 0.06 EDU/student -$ -$ -$ -$ 45 60,200$ JH School 0.08 EDU/student -$ -$ 90.6 120,500$ -$ -$ Parks 1.89 EDU/ac 6 7,500$ -$ 33 43,700$ 14 18,900$ -$ Total 465 618,700$ 284 377,700$ 755 1,003,700$ 234 311,500$ 335 445,100$ Grand Total 2,073 EDUs x = EDU's may shift between phases subject to density and intensity transfer provisions of the SPA but the total will remain the same Fees are based on $1,330/EDU, which is subject to change by the City Council. Fee amounts rounded to nearest $100. Green $1,330 /EDU $2,756,800 Orange Blue Yellow Purple Phase SF EDUs SF Fee MF EDUs MF Fee 117 406,926$ 263.25 915,584$ 284 987,752$ 0 -$ 0 -$ 573.75 1,995,503$ 220 765,160$ 0 -$ 0 -$ 235 816,461$ Total 2,159,838$ 3,727,547$ Grand Total 5,887,385$ EDU's may shift between phases subject to density and intensity transfer provisions of the SPA but the total will remain the same Fees are based on $3,478/EDU, which is subject to change by the City Council. Fee amounts are rounded to the nearest $100 Green Orange Blue Yellow Purple 4.8 SEWER OTAY RANCH VILLAGE 8 WEST SPA Otay Ranch Village 8 West SPA Plan City of Chula Vista Final Draft Public Facilities Finance Plan June, 2013 4.8-10 4.8.8 THRESHOLD COMPLIANCE AND RECOMMENDATIONS A. Facilities to accommodate sewer flows have been identified in the Wilson Sewer Report. The construction of new sewer lines must be completed before the construction of streets. B. All gravity sewers will be designed to convey peak wet weather flow. For pipes w ith diameter of 12 inches and smaller, the sewers will be designed to convey this flow when flowing half full. For pipes of diameter larger than 12 inches, the sewers will be designed to convey peak wet weather flow when flowing at three -fourths of the pipe depth. All new sewers will be designed to maintain a minimum velocity of two feet per second (fps) at design capacity to prevent the deposition of solids. C. Prior to the approval of the first final map for the Project, as related to any uses within the Project, and to the satisfaction of the City Engineer, the developer shall: 1. Obtain the approval for the improvement plan s and any necessary environmental permits for the construction of the off-site sewer through the MSCP area to the Salt Creek Interceptor and prior to the first final map for the Project, unless otherwise approved by the City Engineer; 2. Commence and complete construction of the off-site sewer connection to the Salt Creek Interceptor prior to issuance of the first building permit; 3. Enter into an agreement whereby the City will not issue building permits for units located within the Salt Creek Sewer Basin if any portion of the Salt Creek Sewer Interceptor, downstream of Otay Ranch Village 8 West, achieves a d/D of 0.85 ; 4. Enter into an agreement whereby the City will not issue building permits for the Project if the City Engineer has determined, at his sole discret ion, that there is not enough San Diego METRO treatment capacity for the Project; 5. The developer shall participate in an update of the Salt Creek Sewer Basin Plan and the Impact Fee program by funding a fair-share portion of a study to determine the effects the Village 8 West SPA and other projects will have on the Salt Creek Sewer Basin Impact Fee’s area of benefit and determine an equitable distribution of the system’s costs among all its contributors; and 6. Unless alternatives acceptable to the City Enginee r are implemented that allow development areas to the west of the Project to connect to a sewer system, u pon the completion of the Main Street Trunk Sewer in Village 4 (formerly Rock Mountain Trunk Sewer), developer shall: 1) construct the connection to the Main Street Trunk sewer in Village 4 and remove the sewer diverting structure; and (2) abandon the approximately 2,800 feet long temporary deep gravity sewer along future Main Street couplet and future Otay Valley Road. These sewer improvements shall be constructed prior to issuance of the 1st building permit within Planning Areas “A”, “B”, “C”, “D”, “E”, “F”, “G”, “H-1”, “H-2”, “I”, and “J” D. The developer of the Project shall: OTAY RANCH VILLAGE 8 WEST SPA 4.8 SEWER City of Chula Vista Otay Ranch Village 8 West SPA Plan June, 2013 Final Draft Public Facilities Finance Plan 4.8-11 1. At the request of the City Engineer contribute a fair-share portion of the cost of all studies, reports and updates to current plans required to analyze the impacts of increased sewer flows to existing sewer lines. 2. Assume the capital cost of all sewer lines, connections and other improvements as may be required by the City Engineer, as identified within the Wilson Sewer Study and in any updates thereto. 3. Pay all current sewer fees required by the City of Chula Vista. 4. Comply with Section 3-303 of the City of Chula Vista Subdivision Manual. 5. Construct off-site connections as required by the City Engineer. 6. Prior to the approval of any density transfer resulting in an increase of either residential dwelling units or commercial floor area in a planning area in excess of the units or floor areas assumed in the Wilson Sewer Report for the Project, a revised study of the proposed internal sewer collection system serving that planning area shall be submitted for review and approval by Development Services Department to verify that planned capacity of local sewer mains are available to ac commodate the increased demand for those services. 4.8 SEWER OTAY RANCH VILLAGE 8 WEST SPA Otay Ranch Village 8 West SPA Plan City of Chula Vista Final Draft Public Facilities Finance Plan June, 2013 4.8-12 TABLE 4.8.8 SEWER FACILITY PHASING Source: Wilson Sewer Report Table 5-1 Phase Planning Area Sewer Improvements Orange B, G, H-1, H-2, I, J, and N  8” sewer connection @ La Media Road  8” sewer @ La Media Road  8” sewer @ Main Street (North)  12” sewer connections @ Main Street (West & East)  12” sewer @ Main Street (South)  15” sewer @ Main Street (South)  2-15” sewer mains @ La Media Road  8” sewer @ Streets “C”, “D”, “F”, “G”, and “H”  15” sewer @ Street “A”  15” sewer @ Street “L”  ~2,000’ of 15” sewer  15” sewer connection to Salt Creek Interceptor Blue P and Q  8” sewer @ Streets “D”, “E”, “K”, “J”, and “I”  15” sewer @ Street “L”  ~2,000’ of 15” sewer  15” sewer connection to Salt Creek Interceptor Purple T, U, and V  8” sewer @ Streets “E”, “M”, “L”, and southerly of Planning Areas T and U  15” sewer @ Street “L”  ~2,000’ of 15” sewer  15” sewer connection to Salt Creek Interceptor Yellow A, C, D, E, F, and L  8” sewer connection @ La Media Road  8” sewer @ La Media Road  8” sewer @ Main Street (North)  12” sewer connections @ Main Street (West & East)  12” sewer @ Main Street (South)  15” sewer @ Main Street (South)  15” sewer main @ La Media Road  15” sewer @ Street “A”  15” sewer @ Street “L”  ~2,000’ of 15” sewer  15” sewer connection to Salt Creek Interceptor Green M, O, R, and S  8” sewer @ Streets “A” and “B”  15” sewer @ Street “A”  15” sewer @ Street “L”  ~2,000’ of 15” sewer  15” sewer connection to Salt Creek Interceptor OTAY RANCH VILLAGE 8 WEST SPA 4.8 SEWER City of Chula Vista Otay Ranch Village 8 West SPA Plan June, 2013 Final Draft Public Facilities Finance Plan 4.8-13 EXHIBIT 4.8.1 OFF-SITE SEWER FACILITIES Source: Wilson Sewer Report Figure 3-1 4.8 SEWER OTAY RANCH VILLAGE 8 WEST SPA Otay Ranch Village 8 West SPA Plan City of Chula Vista Final Draft Public Facilities Finance Plan June, 2013 4.8-14 EXHIBIT 4.8.2 ON-SITE SEWER FACILITIES Source: Wilson Sewer Report Figure 4-1 OTAY RANCH VILLAGE 8 WEST SPA 4.8 SEWER City of Chula Vista Otay Ranch Village 8 West SPA Plan June, 2013 Final Draft Public Facilities Finance Plan 4.8-15 EXHIBIT 4.8.3 ON-SITE SEWER FACILITIES PHASING Source: Wilson Sewer Report Figure 5-2 OTAY RANCH VILLAGE 8 WEST SPA 4.9 DRAINAGE City of Chula Vista Otay Ranch Village 8 West SPA Plan June, 2013 Final Draft Public Facilities Finance Plan 4.9-1 4.9 DRAINAGE 4.9.1 THRESHOLD STANDARD 1. Storm water flows and volumes shall not exceed City Engineering Standards as set forth in the Subdivision Manual adopted by City Council Resolution No. 11175 on February 23, 1983, as may be amended from time to time. 2. The GMOC shall annually review the performance of the City’s storm drain system to determine its ability to meet the City’s goals and objectives above. 4.9.2 SERVICE ANALYSIS The City of Chula Vista Public Works Department is responsible for ensuring that safe and efficient storm water drainage systems are provided concurrent with development in order to protect the residents and property within the City. City staff is required to review individual projects to ensure that improvements are provided which are consistent with the drainage master plan(s) and that the project complies with all City engineering drainage standards. The 2004 Drainage Master Plan prepared by PBS&J for the City of Chula Vista consists of a city - wide hydrologic analysis and an updated version of the City’s storm water conveyance system GIS database. The Otay Ranch Village 8 West SPA Plan drainage improvements are identified in the Preliminary Drainage Study for Otay Ranch Village 8 West, revised December 8, 2012, prepared by Hale Engineering (Hale Study). The Hale Study was prepared to assess the existing and developed drainage conditions for the Otay Ranch Village 8 West SPA project (Project). The Project site drains to two basins: Wolf Canyon (northern portion of the site) and Otay Riv er (southern portion). Wolf Canyon also ultimately discharges into the Otay River southwest of the Project. The Hale Study was prepared in support of the drainage system shown on the preliminary Tentative Map entitled “Otay Ranch Village 8 West” dated August 11, 2010. Consistent with the criteria set forth in the County of San Diego Hydrology Manual (2003 edition), the Hale Study provides the calculations required for the design of the proposed backbone storm drain system including:  Hydrologic models to quantify existing and developed site runoff to Wolf Canyon; and  Hydrologic models to quantify existing and developed site runoff to Otay River; Mitigation of post-development peak flow increases has been addressed in a separate hydromodification study1;. No calculations for hydromodification or storage routing have been performed for discharge into Otay River, as Otay River Valley is an exempt facility from hydromodification requirements. However a hydromodification analysis was done for flows discharging into the Wolf Canyon drainage basin. Wolf Canyon and Otay River watersheds have been studied previously in association with the construction of major roadways and village developments in Otay Ranch. The Hale Study relied upon the following documents and studies: 1 Hydromodification Study for Otay Ranch Village 8 West, Hale Engineering Rev. Aug. 26, 2011 4.9 DRAINAGE OTAY RANCH VILLAGE 8 WEST SPA Otay Ranch Village 8 West SPA Plan City of Chula Vista Final Draft Public Facilities Finance Plan June, 2013 4.9-2 1. City of Chula Vista Subdivision Manual revised 2011; 2. City of Chula Vista Storm Water Manual for Development and Redevelopment, January 2011 (hereinafter referred to as the Development Storm Water Manual) 3. Drainage Study for McMillin Village 7 Vista Verde, dated November 29, 2004, by Rick Engineering Company ; and 4. Drainage study prepared by Hunsaker and Associates for Otay Ranch Village 7. The Project is under the jurisdiction of the San Diego Regional Water Quality Control Board (SDRWQCB). The Project is subject to the National Pollutant Discharge Elimination System (NPDES) requirements both during and after construction. NPDES requirements stem from the Federal Clean Water Act and are enforced either by the State Water Resources Control Board (SWRCB) or the SDRWQCB. Storm Water runoff pollution prevention and control measures for the Project are identified in the Preliminary Water Quality Technical Report for Otay Ranch Village 8 West, dated .Nov. 3, 2011 by Hale Engineering. The Preliminary Water Quality Technical Report is herein referred to as the WQTR. 4.9.3 PROJECT PROCESSING REQUIREMENTS The SPA Plan and the PFFP are required to address the following drainage issues:  Identify phased demands;  Identify locations of facilities for on-site and off-site improvements;  Provide cost estimates; and  Identify financing methods. 4.9.4 EXISTING CONDITIONS The Project area currently drains to canyons that flow to southwest along Wolf Canyon and to the south towards the Otay River. There are three distinct non-jurisdictional drainages for runoff leaving the Project site in the pre-project condition. The northern portion of the Project area drains westerly and then southerly through Wolf Canyon which ultimately confluences with the Otay River. The southern portion of the Project site drains southerly to the Otay River via two distinct un-named drainages that outfall into the Otay River. Approximately 184 acres contribute to flows into Wolf Canyon and approximately 194 acres contribute to flow s to Otay River through and including the Project A. SOUTHWESTERLY DRAINAGE (NORTHERN PORTION OF SPA) The northern portion of the Project area will be served by on-site storm drain systems in the Main Street couplet (see Exhibit 4.9.1). The system will include flows from a pipe in La Media Road and flows that currently discharge at the northerly Project boundary. Runoff continues westerly, through a tributary to Wolf Canyon. Drainage to Wolf Canyon is subject to hydromodification plan requirements since Wolf Canyon is not exempt from these requirements. OTAY RANCH VILLAGE 8 WEST SPA 4.9 DRAINAGE City of Chula Vista Otay Ranch Village 8 West SPA Plan June, 2013 Final Draft Public Facilities Finance Plan 4.9-3 B. SOUTHERLY DRAINAGE (SOUTHERN PORTION OF SPA) The runoff from the southern portion of the Project area will be served by the proposed on-site storm drain system in Otay Valley Road and Street “A”. The system will include flows from a pipe discharging near the easterly Project boundary. That pipe picks up flows in Otay Ranch Village 7 from a storm drain system in Magdalena Avenue and Main Street. 4.9.5 PROPOSED FACILITIES A. STORM DRAINAGE The development of the Project includes the construction of new mixed use development along the Main Street and La Media Road couplets, community-serving sites, parks, schools, and local streets. The City of San Diego owns the existing reservoir located in the cent er of the Project which is to remain in place. Compliance with the Development Storm Water Manual requires that the Project design must incorporate Low Impact Development (LID) and Integrated Management Practices (IMPs) to address storm water quality management and flow control, including Hydromodification Management Plan (HMP) requirements, in addition to storm water treatment for runoff before leaving the site. The northern portion of the Project will incorporate on-site measures to manage discharge rates and durations for runoff discharging westerly for protection from downstream erosion. In addition, on-site detention for flood control purposes will be implemented. The on-site measures are proposed to consist of a 24-foot deep detention facility located at the westerly boundary of the Project in Planning Area F. Flows would then discharge from the detention basin through a 72-inch outlet pipe which would discharge to an existing discharge point tributary to Wolf Canyon within the Project’s Planning Area A (the proposed community park site). The detention facility is a required by the Project’s hydromodification requirements. The facility will detain flows pursuant to the Subdivision Manual. The southern portion of the Project will discharge post-development flows directly to Otay River via a proposed 54-inch storm drain. This southerly system will be extended beyond the Project boundaries to the Otay River bottom to avoid potential finger canyon erosion. The storm drain discharge outlet will be provided with an energy dissipater -impact basin and a section of rip-rap designed to reduce the velocity of the discharge. The potential for scour erosion of the outlet structure by the river’s flow was addressed.2 The discharge point to the Otay River is downstream of the Otay Reservoir. The first Otay dam failed in an event which degraded the downstream Otay River and an outcome of that event resulted in the lower Otay River Valley being listed as a river reach that is exempt from hydromodification analysis (see Hydromodification Study for Otay Ranch Village 8 West). The overall drainage distribution between Wolf Canyon and Otay River will be similar to existing conditions, with approximately 17 acres being diverted from Otay River i nto Wolf Canyon. Runoff within the developed Project site will be directed toward the existing discharge points via 2 A scour analysis was done by the Project’s geotechnical consultant determined that the velocity of the river channel during a 100-year storm would not adversely effect the proposed outfall system. Geotechnical Opinion Letter Regarding Scour and Stability of Storm Drain Outfall from Village 8 West into Otay River, Chula Vista, California, July 7, 2011, AGS, Inc 4.9 DRAINAGE OTAY RANCH VILLAGE 8 WEST SPA Otay Ranch Village 8 West SPA Plan City of Chula Vista Final Draft Public Facilities Finance Plan June, 2013 4.9-4 internal storm drain systems. Pre and post project development areas and storm event flows for each watershed are summarized in Table4.9.1: TABLE 4.9.1 PRE & POST DEVELOPMENT STORM WATER FLOWS Pre-Project Post Project Wolf Canyon Otay River Otay River Total Wolf Canyon Flow into Detention Basin Wolf Canyon Flow out of Detention Basin Wolf Canyon “Lot A” (Basin P) Total Post- Project Flow into Wolf Canyon Otay River Total Tributary Basins C A B A,B,C Area (acres) 183.6 83.9 127.1 394.6 202.6 202.6 16.3 218.9 179.3 398.2 Storm Event 2-Year Q (cfs) 155.6 47.8 70.8 274.2 243.8 42.6 18.4 61.0 155.5 216.5 10-Year Q (cfs) 246 78.7. 112.5 437.2 380.1 136.4 28.7 165.1 243.9 409.0 25-Year Q (cfs) 261.2 84 119.5 464.7 402.8 157.2 30.5 187.7 258.7 446.4 50-Year Q (cfs) 322.3 105.7 147.7 575.7 493.8 241.2 37.4 278.6 317.9 596.5 100-Year Q (cfs) 386.3 122.3 169.1 677.7 559.3 313.4 42.4 355.8 362.5 718.3 Sources: "Preliminary Water Quality Technical Report for Otay Ranch Village 8 West", by Hale Engineering, revision dated December 8, 2012 and "Hydromodification Study for Otay Ranch Village 8 West", Hale Engineering, revision dated August 26, 2011. B. STORM WATER QUALITY 1. Regulations: The Project is subject to National Pollutant Discharge Elimination System (NPDES) requirements. NPDES requirements are contained in Section 402(p) of the Federal Clean Water Act, which established a framework for regulating storm water discharges from municipal , industrial, and construction activities. These requirements are implemented through permits issued by the State Water Resources Control Board (SWRCB) or the local Regional Water Quality Control Board in which the Project is located. In San Diego County t he local board is the California Regional Water Quality Control Board San Diego Region, herein (SDRWQCB). Further, the requirements are implemented through the City of Chula Vista, which is the governing municipality for the Project. The WQTR summarizes post-construction storm water quality protection requirements for the Project. The Project will include mixed-use residential and commercial development. The Project is proposed to include a range of residential land uses, parks, schools, and community purp ose facilities. The Project includes at least five priority project categories based on the Development Storm Water Manual: (1) Home subdivisions of over 10 units, (2) Commercial Developments greater than one acre, (3) Restaurants, (4) Parking lots 5,000 square feet or more with 15 or more parking spaces, and potentially exposed to urban runoff, and (5) Streets, roads, highways, and freeways. For the purposes of post-construction storm water quality management, the Project will follow the guidelines and requirements set forth in the Development Storm Water Manual which contains the OTAY RANCH VILLAGE 8 WEST SPA 4.9 DRAINAGE City of Chula Vista Otay Ranch Village 8 West SPA Plan June, 2013 Final Draft Public Facilities Finance Plan 4.9-5 City of Chula Vista’s Standard Water Mitigation Plan (SUSMP) requirements and SDRWQCB Order No. R9-2007-0001. Order No. R9-2007-0001 is a renewal of National Pollutant Discharge Elimination System (NPDES) Permit No. CAS0108758, "Waste Discharge Requirements for Discharges of Urban Runoff from the Municipal Separate Storm Sewer Systems (MS4s) Draining the Watersheds of the County of San Diego, the Incorporated Cities of San Diego County, the San Diego Unified Port District, and the San Diego County Regional Airport Authority" (Order No. R9-2007-0001, or "Municipal Storm Water Permit"), adopted by the SDRWQCB on January 24, 2007. The Development Storm Water Manual provides guidance for new development and redevelopment projects to achieve compliance with the City of Chula Vista's SUSMP. The City of Chula Vista's current SUSMP and Development Storm Water Manual requirements are based on the new Municipal Storm Water Permit adopted by the SDRWQCB, Order No. R9-2007-0001. Order No. R9-2007-0001 includes several changes to requirements for post -construction storm water management and has resulted in the modification of the SUSMP and changes to the standards for post-construction storm water management practices. Specific changes that directly affect the design of the Project include:  Low Impact Development (LID) Best Management Practices (BMP) Requirements: Project applicants with Priority Development Projects will be required to implement LID BMP’s which will collectively minimize directly connected impervious areas and promote infiltration (Section D.1.d.(4) of Order No. R9-2007-0001).  Hydromodification — Limitations on Increases of Runoff Discharge Rates and Durations: Under Section D.1.g of Order No. R9-2007-0001, the Co-permittees will be required to prepare a Hydromodification Management Plan (HMP) and incorporate its requirements into their SUSMP’s. Hydromodification refers to changes in a wat ershed's runoff characteristics resulting from development, together with associated morphological changes to channels receiving the runoff, such as changes in sediment transport characteristics and the hydraulic geometry (width, depth and slope) of channe ls. These changes result in stream bank erosion and sedimentation, leading to habitat degradation due to loss of overhead cover and loss of in-stream habitat structures. The Project will incorporate requirements for LID and hydromodification design elements in effect at the time development plans for the Project are prepared. All development within the Project will be subject to the City of Chula Vista's SUSMP at the time of grading permit issuance. 2. Surrounding Villages in Otay Ranch: The Project is part of the larger Otay Ranch development. Therefore drainage from land outside the Project boundaries will be conducted through the Project’s drainage system. Only drainage from a relatively small area of Village 7 to the north and from Village 8 East will enter the storm drainage systems in La Media Rd. and Main Street, respectively. Flows from the north will be conducted in closed conduits within the La Media Road/Main Street right-of-way, outletting to an on-site detention basin before discharging to Wolf Canyon. The flows from Village 8 East will travel within the Main Street/Street “A” right-of- way before entering the Otay River outfall at the southerly boundary of the Project. 3. Stormwater Pollution: Based on the Development Storm Water Manual, the Project as a whole can be expected to generate the following pollutants:  sediment 4.9 DRAINAGE OTAY RANCH VILLAGE 8 WEST SPA Otay Ranch Village 8 West SPA Plan City of Chula Vista Final Draft Public Facilities Finance Plan June, 2013 4.9-6  nutrients  heavy metals  organic compounds  trash and debris  oxygen demanding substances  oil and grease  bacteria and viruses  and pesticides The Project includes the following priority project categories listed in Table 4.9.2: “Attached Residential Development”, “Commercial Development >100,000 ft.” (this is subject to be updated to “greater than one acre” based on Order No. R9-2007-0001), “Restaurants,” “Parking Lots”, and “Streets, Highways & Freeways”. The Project is located in the following hydrologic basin planning area: the Otay Valley Hydrologic Area within the Otay Hydrologic Unit. The corresponding number designation is 910.20 (Region ‘9’, Hydrologic Unit ‘10’, and Hydrologic Area ‘2’). Based on the definition of primary pollutants of concern from the Development Storm Water Manual and on the discussion in Section 4 of the WQTR, the primary pollutant of concern for the Project, organic compounds, are associated with development of backbone infrastructure (streets). The WQTR for the Project recommends specific site design , treatment and source control BMPs for backbone improvements. For projects where no primary pollutants of concern exist, those pollutants ident ified through the use of Table 4.9 .2 shall be considered secondary pollutants of concern. For the Project as a whole, this will include every pollutant that is shown on Table 4.9.2. The Project WQTR provides schematic LID BMP details for backbone improvements and detached residential lots which will be further refined with street improvement plans and design review plans for single family residential. All other land uses will trigger separate, or supplemental, WQTRs proposing appropriate on-site LID BMPs. Lot-specific structural BMPs for the Town Center, attached residential, parks, CPF sites and s chools shall be implemented as these lots are developed and shall meet the numeric sizing standards set forth in t he Development Storm Water Manual. In addition, areas of the Project that drain to Wolf Canyon are subject to hydromodification requirements (see Hydromodification Study for Otay Ranch Village 8 West). OTAY RANCH VILLAGE 8 WEST SPA 4.9 DRAINAGE City of Chula Vista Otay Ranch Village 8 West SPA Plan June, 2013 Final Draft Public Facilities Finance Plan 4.9-7 TABLE 4.9.2 ANTICIPATED AND POTENTIAL POLLUTANTS GENERATED BY LAND USE TYPE General Pollutant Categories Priority Project Categories Sediment Nutrients Heavy Metals Organic Compounds Trash & Debris Oxygen Demanding Substances Oil & Grease Bacteria & Viruses Pesticides Detached Res. Dev. X X X X X X X Attached Res. Dev. X X X X X X X Dev. of 10 Hsg units or more X X X P(1) P(2) p X Com’l Dev. >1 acre P(1) P(1) P(2) X P(5) X P(3) P(5) Auto Repair Shops X X(4) (5) X X Restaurants X X X X Hillside Dev. >5K s.f. (2) X X X X X X Parking Lots P(1) P(1) X X P (1) X P(1) Streets, Highways & Freeways X P(1) X X(4) X P(5) X X = anticipated P = potential (1) A potential pollutant if landscaping exists on-site (2) A potential pollutant if the project includes uncovered parking areas. (3) A potential pollutant if land use involves food or animal waste products (4) Including petroleum hydrocarbons. (5) Including solvents Source: City of Chula Vista "Development and Redevelopment Projects Storm Water Standards Requirements Manual, January, 2011, Table 3.1. * Note that "Attached Residential Development" is subject to be updated to "a development of 10 housing units or more" based on, Order No. R9-2007-0001. ** Note that "Commercial Development >100,000 ft2" is subject to be updated to "greater than one acre" based on Order No. R92007-0001. 4. Site Design BMP’s for Backbone Infrastructure: In conformance with the Development Storm Water Manual, the Project WQTR focuses on LID principles and site design BMPs for post- construction storm water management for the Project’s backbone infrastructure described in Section 5.3 of the Project’s WQTR. In addition to the LID design principles, improvement and grading plans may include additional conventional measures. For example, conventional measures described in the Development Storm Water Manual, such as hydrodynamic separators or catch basin filters, may be proposed to remove trash and debris. Source control and treatment control BMPs for backbone infrastructure will also be implemented as described in the Project’s WQTR Sections 5.4 and 5.5, respectively. The recommended treatment control BMP’s include bio-retention tree wells and swales which will also be incorporated into all detached residential areas. Detention and slow filtration through biologically active soil in the tree wells and swales will provide treatment as well as 4.9 DRAINAGE OTAY RANCH VILLAGE 8 WEST SPA Otay Ranch Village 8 West SPA Plan City of Chula Vista Final Draft Public Facilities Finance Plan June, 2013 4.9-8 managing discharge rates and durations. As development plans for individual parcels are prepared, the same procedures described in the WQTR shall be followed to design LID BMP’s within the parcel. The LID BMP’s within each parcel may include, but are not limited to, any of the standard designs provided in Appendices B and C of the WQTR. All development within the Project will be subject to the City of Chula Vista's SUSMP at the time of grading permit issuance. 5. Operation and Maintenance Plans (O&M Plans): In general, O & M Plans will be prepared to describe the designated responsible parties to manage the LID BMP’s, and the hydromodification basin for the Wolf Canyon drainage area. These plans will also describe training requirements, operating schedule, maintenance frequency, routine service schedule, specific maintenance activities, copies of resource agency permits (if applicable), record keeping requirements, and any other necessary activities required by the SUSMP. There may be one or more O&M Plans for the Project as needed, depending on the delegation of maintenance responsibilities (i.e., an overall site O&M Plan may be prepared for hydrodynamic separators or drainage inserts within the public streets and another for the hydromodification basin, while individual parcels may require additional O&M Plans for site-specific BMP’s located within the parcel). WQTR Section 6 outlines maintenance responsibilities and mechanisms including the proposed establishment of Community Facilities Districts (CFD’s) that will be responsible for funding and maintenance for public storm water BMP’s. Section 6 also provides estimates of maintenance costs for the tree wells, bio-retention swales, the hydromodification basin and the single-family bio-retention areas. 4.9.6 FINANCING DRAINAGE FACILITIES A. ON-SITE FACILITIES City policy requires that all master planned developments provide for the conveyance of storm waters throughout the Project to City engineering standards. The Project will be required to construct all on-site facilities that have not yet been identified through the processing of a subdivision map. In newly developing areas east of I -805, it is the City’s policy that development projects assume the burden of funding all maintenance activities associated with water quality facilities. As such, the City will enter into an agreement with the Project applicant whereby maintenance of water quality facilities will be assured by one of the following funding methods: 1. A property owner’s association that would raise funds through fees paid by each property owner; or 2. A Community Facilities District (CFD) established over the entire Project to raise funds through the creation of a special tax for maintenance of public drainage facilities. B. OFF-SITE FACILITIES Other than extending a storm drain pipe from the southerly Project site to an approved outfall at the Otay River bottom, terminating in an appropriate energy dissipater, it is not anticipated that any off-site drainage facilities will be required of the Project. 4.9.7 THRESHOLD COMPLIANCE A. The development of the Project, if conducted in accordance with proposed mitigation measures, will not adversely impact the existing natural drainage condition. The OTAY RANCH VILLAGE 8 WEST SPA 4.9 DRAINAGE City of Chula Vista Otay Ranch Village 8 West SPA Plan June, 2013 Final Draft Public Facilities Finance Plan 4.9-9 increased runoff due to the development will be mitigated by use of a detention basin as recommended in the Hydromodification Study for Otay Ranch Village 8 West, revised Aug. 26, 2011, by Hale Engineering. The increased (post-project) runoff at the Wolf Canyon Drainage Basin will be mitigated by the construction of a permanent detention basin that will reduce the post -project flows, per the conclusions of said Hydromodification Study. In addition, the flows that outlet at the Otay River are exempt from HMP requirements per the San Diego Regional Water Quality Control Board. B. Prior to issuance of any grading permit for the Project, or any land development permit, including clearing and grading, the Project Applicant(s) shall submit a Notice of Intent (NOI) and obtain coverage under the National Pollutant Discharge Elimination System (NPDES) permit for Construction Activity from the State Water Resources Control Board (SWRCB). The permit requires development of a Storm Water Pollution Prevention Plan (SWPPP) and Monitoring Plan that shall be submitted to the City Engineer and the Director of Public Works. The SWPPP shall be incorporated into the grading and drainage plans and shall provide for implementation of construction and post -construction Best Management Practices (BMPs) on site to reduce the amount of sediments and pollutants in construction and post-construction surface runoff before it is discharged into off-site storm water facilities. The grading plans shall note the conditions requiring a SWPPP and Monitoring Plans. C. Prior to issuance of each grading permit, a detailed drainage system design study shall be prepared in accordance with the City of Chula Vista’s standards and shall be reviewed and approved by the City Engineer. D. Permanent treatment controls BMP’s shall be included as part of the Project in accordance with Section 3c of the City of Chula Vista SUSMP, the City of Chula Vista Development Storm Water Manual, 2011, as may be amended from time to time and the Project’s final WQTR to the satisfaction of the City Engineer. E. Except for individual single family lots, plans for development of individual parcels such as attached residential, retail, commercial and/or CPF, schools and parks shall include a supplemental WQTR submitted to for approval by the City Engineer. The supplemental WQTR shall: include on-site storm water management measures to be implemented with the development of each parcel, verify numeric sizing of structural control BMP’s to the satisfaction of the City Engineer and reference the Project’s final WQTR for information relevant to the overall Project’s design concepts (e.g., downstream conditions of concern and LID BMP principles) to the satisfaction of the City Engineer. Currently a separate WQTR is not required for individual single family lots, however each lot is required to have individual storm water BMP’s. The Project’s WQTR provides sample calculations for single family residential BMP’s (individual bio-retention BMP); specific bio- retention designs and calculations for actual single family lots shall be provided with the appropriate precise grading or design review plans for approval by the City Engineer. Notwithstanding the above all planning areas, including those comprised entirely of single family lots shall meet the Storm Water Manual’s requirements at the time of issuance of a grading permit. F. Prior to the approval of the first Grading permit for the Project, Drainage Management Areas (DMA) shall be delineated for all land uses and/or planning areas of the Project . The DMAs will include not only streets within the parcel, but also buildings, parking lots or structures, and other areas. As each DMA would either drain to a designated LID BMP(s) features, or be designed to treat and/or retain storm water within the DMA , the specific 4.9 DRAINAGE OTAY RANCH VILLAGE 8 WEST SPA Otay Ranch Village 8 West SPA Plan City of Chula Vista Final Draft Public Facilities Finance Plan June, 2013 4.9-10 design of these IMPs, including their proximity to structures and how runoff would be collected, retained and/or discharged from them shall be subject to approval by the geotechnical engineer for the Project. The evaluation shall be conducted on a lot-by-lot basis after rough grading is completed and prior to constructing any improvements or structures. All development within the project shall be subject to the City of Chula Vista’s SUSMP (Section 3 of the Development Storm Water Manual) at the time of grading permit issuance unless otherwise addressed in a development agreement. G. Any Applicant for a development permit within the Project shall monitor and mitigate any erosion in downstream locations that may occur as a result of on -site development. H. Any Applicant for a development permit within the Project shall comply with the City of Chula Vista Development Storm Water Manual Limitation of Grading requirements, which limit the area that can be cleared or graded and left exposed at one time to amount of acreage that the owner/contractor can adequately protect prior to a predicted rainstorm, but in no event greater than 100 acres, unless expansion of a disturbed area is specifically approved by the Director of Public Works. Soil stabilization and sediment control materials shall be maintained on-site sufficient to protect the disturbed soil areas. Under this requirement, grading shall be phased at larger sites. For example, it may be necessary to deploy and maintain soil stabilization, erosion and sediment control BMPs in areas that are not completed, but are not actively being worked, before the additional grading is done or the next phase of grading is begun. I. As a result of the NPDES Municipal Permit, Order No. R9-2007-0001, and phasing of the Project development, the Applicant(s) shall comply with the City’s Hydromodification Criteria or Hydrograph Modification Management Plan, as applicable, addressed regionally at the Project’s SPA Plan level concurrent with Grading and Improvement Plans for major streets. J. Prior to the issuance of any building permit resulting in an increase in permanent impermeable area, each Applicant proposing to develop within the Project is required to develop and implement a post-construction SUSMP and BMP’s in accordance with the most recent regulations at the time of Grading or Building Permit issuance, unless otherwise addressed in a development agreement. In particular, Applicants are required to comply with the requirements of the NPDES Municipal Permit, Order No. R9 -2007-0001, and the City of Chula Vista Development Storm Water Manual dated January 2011, or any re-issuances thereof. Specifically, Applicant(s) shall incorporate into the proposed project design, structural on-site design features to address Site Design and Treatment Control (BMP’s) as well as LID and HMP requirements. Any of said requirements may be waived if the Applicant(s) demonstrates, to the satisfaction of the City Engineer, that regional facilities exist to address such requirements. OTAY RANCH VILLAGE 8 WEST SPA 4.9 DRAINAGE City of Chula Vista Otay Ranch Village 8 West SPA Plan June, 2013 Final Draft Public Facilities Finance Plan 4.9-11 EXHIBIT 4.9.1 DRAINAGE BASINS AND MAJOR STORM DRAINS (Source: Village 8 West SPA Plan, May, 2013) OTAY RANCH VILLAGE 8 WEST SPA 4.10 AIR QUALITY City of Chula Vista Otay Ranch Village 8 West SPA Plan June, 2013 Final Draft Public Facilities Finance Plan 4.10-1 4.10 AIR QUALITY 4.10.1 THRESHOLD STANDARD The Growth Management Oversight Committee (GMOC) shall be provided with an annual report which: 1. Provides an overview and evaluation of local development projects approved during the prior year to determine to what extent they implemented measures designed to foster air quality improvement pursuant to relevant regional and local air quality improvement strategies; 2. Identifies whether the City’s development regulations, policies and procedures relate to, and/or are consistent with, current applicable federal, state and regional air quality regulations and programs; 3. Identifies non-development-specific activities being undertaken by the City toward compliance with relevant federal, state and local regulations regarding air quality, and whether the city has achieved compliance. The City shall provide a copy of said report to the San Diego Air Pollution Control District (APCD) for review and comment. In addition, the APCD shall report on overall regional and local air quality conditions, the status of regional air quality improvement implementation efforts under the regional air quality strategy and related federal and state programs, and the effect of those efforts/programs on the city of Chula Vista and local planning and development activities. The City also provides the APCD with an annual 12-18 month development forecast and requests an evaluation of its impact on current and future air quality management programs, along with recent air quality data. The growth forecast and APCD response letters shall be provided to the GMOC for inclusion in its annual review. 4.10.2 SERVICE ANALYSIS AIR QUALITY IMPROVEMENT PLAN The City of Chula Vista has a Growth Management Element (GME) in its General Plan. One of the stated objectives of the GME is to be proactive in its planning to meet federal and state air quality standards. This objective is incorporated into the GME's action program. Although adopted in 1989, the GME has remained current by not only requiring air polluti on reduction measures identified in 1989 but also "measures developed in the future." To implement the GME, the Chula Vista City Council has adopted the Growth Management Program that requires Air Quality Improvement Plans (AQIP) for major development proj ects (50 residential units or commercial/industrial projects with equivalent air quality impacts). Title 19 (Sec. 19.09.050B) of the Chula Vista Municipal Code requires that a SPA submittal contain an AQIP. The AQIP shall include an assessment of how the project has been designed to reduce emissions as well as identify mitigation measures. The Chula Vista City Council adopted the Carbon Dioxide (C02) Reduction Plan on November 14, 2000. The plan included implementing measures regarding transportation and en ergy efficient land use planning and building construction measures for new development. In this OTAY RANCH VILLAGE 8 WEST SPA 4.10 AIR QUALITY Otay Ranch Village 8 West SPA Plan City of Chula Vista Final Draft Public Facilities Finance Plan June, 2013 4.10-2 Plan, it was recognized that the City’s efforts to reduce carbon dioxide emissions from new development are directly related to energy conservation and air quality efforts. As a result, the City initiated a pilot study to identify and evaluate the relative effectiveness and costs of applying various design and energy conservation features in new development projects. Based on the pilot study and other data, the City has developed guidelines for AQIPs. These guidelines require that a project be evaluated using the Chula Vista CO2 INDEX Model, or an approved alternative modeling software. The City’s revised AQIP Guidelines lists 16 key indicators and threshold values for each indicator that are evaluated by the CO2 INDEX Model. The INDEX model results for the Village 8 West SPA Plan (the “Project”) are included in the Project’s AQIP in Appendix B; Table 4.10.1 is a summary of the model results for the Project. The Project’s performance in comparison with the INDEX model thresholds rests on the following aspects of the SPA Plan’s design: Land Use  Compact Development – minimize sprawl.  Density – intensity of land use.  Diversity – mix and variety of land uses.  Orientation toward pedestrian and bicycles.  Orientation toward transit. Buildings & Landscaping  Energy efficient building construction – Reduce energy use by exceeding Title 24 building standards.  Solar Use – Solar thermal applications and power generation.  Vegetation – Uptakes air pollutants and greenhouse gases and provides shading to reduce temperatures. Transportation Important components of Transportation Action Measures include dense street networks, completeness of sidewalks and direct routes to activity nodes.  Pedestrian Facilities – Circulation design and improvements for pedestrian use.  Bicycle Facilities – System design and improvements to encourage bicycle use.  Transit Facilities – Transit system design and improvements to circulation system. Infrastructure  Water use – Land planning that reduces water consumption (see Water Conservation Plan as Appendix G of SPA for details). Upon completion of the INDEX modeling, the consultant providing the INDEX modeling services shall provide written confirmation to the City's Director of Development Services that the project as proposed represents improvements at or beyond the City's performance threshold scores established for each of the 16 required key indicators. In the event that a project is una ble to comply with all key indicator thresholds due to unique circumstances involving project design and/or pre-existing environmental/land-use conditions, the developer may request, in writing to the City's Development Services Director, a waiver to exclude those key indicators that, in the developer's opinion, are not applicable to their project. The discretion to exclude certain key indicators from project evaluation rests exclusively with the City's Development Servi ces Director. OTAY RANCH VILLAGE 8 WEST SPA 4.10 AIR QUALITY City of Chula Vista Otay Ranch Village 8 West SPA Plan June, 2013 Final Draft Public Facilities Finance Plan 4.10-3 TABLE 4.10.1 CO2 INDEX MODEL INDICATORS Element Indicator Unit of Measure Threshold Score Village 8 West Score Land Use Land Use Mix 0 to1 index .10 or higher .42 Land Use Balance 0 to 1 index .60 or higher .87 Neighborhood Completeness % of key uses 60 or higher 60 Housing School Proximity to Housing Average walk distance to closest school 3,200 ft or less 1,432 Transit Proximity to Housing Average walk distance to closest stop 2,900 ft or less 1,954 Employment Transit Proximity to Employment Average walk distance to closest stop 2,600 ft or less 863 Recreation Park Proximity to Housing Average walk distance to closest park 1,700 ft or less 1,470 Travel Internal Street Connectivity Ratio of street intersections to cul-de-sacs or dead –ending streets (0 to 1 index) .70 or higher .73 Intersection Density Intersections/sq. mi. 210 18 Pedestrian Network Coverage Percent of streets with sidewalkso 81 or higher 100 Residential Multi-Modal Access Percent of dwelling untts with 3 or more modes within 1/8th mile 40 or higher 90 Daily Auto Driving Vehicle-miles/day/capita 20 or less 24.86 Climate Change Residential Energy Use MMBtu/yr/capita 29 or lower 24.6 Non-residential Energy Use MMBtu/yr/employee 19 or lower 21.9 Residential Building CO2 Emissions lbs/capita/yr 4,800 or lower 4,043 Non-Residential Building CO2 Emissions lbs/capita/yr 3,100 or lower 3,585 Source: Air Quality Improvement Plan Guidelines, Attachment A, City of Chula Vista Revised August, 2011 Because the land-use mix and project design features which meet the AQIP requirements are intrinsic to the Project, air quality improvements which are associated with the design features such as lower energy use and vehicle emissions due to land-use proximity will require that the Project be developed in substantial conformance with the Project’s approved SPA Plan . The City of Chula Vista shall continually review development plans at each stage of design and construction approval. These reviews will assure that the project is developed in a manner consistent with the SPA Plan and which meets the AQIP requirements. 4.10.3 THRESHOLD COMPLIANCE AND RECOMMENDATIONS The City continues to provide a development forecast to the APCD in conformance with the threshold standard. The SPA Plan Air Quality Section and the AQIP include measures to enhance air quality including but not limited to: OTAY RANCH VILLAGE 8 WEST SPA 4.10 AIR QUALITY Otay Ranch Village 8 West SPA Plan City of Chula Vista Final Draft Public Facilities Finance Plan June, 2013 4.10-4 1. Energy Efficiency Standards: including but not limited to compliance with the City and States’ required Green Building Programs, and compliance w ith the State of California AB-32 legislation that will contribute to improvements to air quality and reductio n in greenhouse gas impacts. The Village 8 West SPA plan requires that new commercial buildings be constructed to meet Title 24, Part 6 of the California Building Standards Code; California Green Building Code Title 24, Part 11 (CALGreen); the City of Chula Vista’s Green Building Standards (CVMC Chapter 15.12); and the City’s energy efficiency requirements (CVMC 15.26.030). 2. New Construction Recycling Plan, including providing information and adequate space for recycling activities; 3. Reduction of particulate emissions through construction practices that control fugitive dust, minimize simultaneous operation of construction vehicles and equipment, a nd use low-polluting equipment to meet the AQMB (Air Quality Management Board) standards . 4. Application of Tier 2+ Blue Sky engines in equipment used in grading and heavy construction operations; 5. Use of High-Volume, Low-Pressure (HVSP) painting systems and Low VOC paints and other construction-level best management practices to reduce emissions Quarry Dust Pollution The Otay Rock Quarry (aka Rock Mountain) operates within 3,000 feet of the Project’s proposed residential land uses. Although neither the Project’s SPA Plan nor the AQIP discuss potential noise or air quality impacts from the quarry, the Otay Ranch General Development Plan and the General Plan Update both address mining impacts. The GP Update Environmental Element states that construction aggregate is the most valuable mineral resource in Chula Vista. If an area containing such resources is developed prior to accessing these resources, the end result may be the permanent loss of minerals that are of local and regional significance. The GP further states that Rock Mountain is a valuable asset for the City and the region; the continued mining of this resource is anticipated for the near future. Therefore the following condition is recommended: Prior to the first final map for the Project the developer shall offer for dedication an easement running with the land over the Orange and Blue phases of the Project for airborne rock dust particles and noise generated by the Otay Rock Quarry. Easement language shall also include language that holds the City harmless from noise and dust impacts of the quarry and provides for termination of the easement under specified conditions. OTAY RANCH VILLAGE 8 WEST SPA 4.11 CIVIC CENTER City of Chula Vista Otay Ranch Village 8 West SPA Plan June, 2013 Final Draft Public Facilities Finance Plan 4.11-1 4.11 CIVIC CENTER 4.11.1 CITY THRESHOLD STANDARDS There are no adopted threshold standards for Civic Center facilities; therefore no Service Analysis is required. The purpose of this section is to provide information on facility funding through the collection of the Public Facility DIF fees. 4.11.2 EXISTING CONDITIONS Major renovations to the Civic Center Complex in accordance with a Master Plan were completed in 2008, consisting of a new City Council Chambers and City Hall, and Public Service Buildings North and South. The current Civic Center Complex was primarily funded by development fees (approximately 89%). 4.11.3 ADEQUACY ANALYSIS The need for the Civic Center cannot be easily related to population figures or acres of commercial and industrial land, which will be developed in the future. The original Civic Center buildings were inadequate due to an overall lack of space and poor space utilization. This condition worsened as employee numbers and their workloads increased in response to demands for services generated in part by new development. Phases I and II of the Civic Center Complex expansion are complete. City Hall facilities have been renovated and now inclu de a new state of the art Council Chambers . Other work included conversion of the former Police Station as additional office space and the complete remodeling of the Public Services Building. The Master Plan calls for further expansions in Phases III and IV, which are expected to keep pace with demand for additional work space as the City continues to grow. 4.11.4 FINANCING CIVIC CENTER FACILITIES The Public Facilities Development Impact Fee (PFDIF) was updated by the Chula Vista City Council on November 19, 2002 by adoption of Ordinance 2887. The PFDIF is adjusted approximately every October 1st pursuant to Ordinance 3050, which was adopted by the City Council on November 7, 2006. The PFDIF amount is subject to change as it is amended from time to time. The Village 8 West SPA project is within the boundaries of the PFDIF Program and, therefore, the project will be subject to the payment of the fee at the rate in effect at the time building permits are issued. At the current fee rate, the Village 8 West Civic Center Fee obligation at build -out is $5,470,875. (see Table 4.11.1). 4.11 CIVIC CENTER OTAY RANCH VILLAGE 8 WEST SPA Otay Ranch Village 8 West SPA Plan City of Chula Vista Final Draft Public Facilities Finance Plan June, 2013 4.11-2 TABLE 4.11.133 VILLAGE 8 WEST SPA PUBLIC FACILITIES FEES FOR CIVIC CENTER Phase SFDU MFDU Commercial Acres Civic Center Total Fee SFDU $2,708/DU MFDU $2,564/DU Commercial $8,638/Acre Orange 117 351 8.6 $316,836 $899,964 $74,287 $1,291,087 Blue 284 0 $769,072 $0 $769,072 Yellow 0 765 5.9 $0 $1,961,460 $50,964 $2,012,424 Purple 220 0 $595,760 $0 $595,760 Green 0 313 $0 $802,532 $802,532 Total 621 1,429 14.5 $1,681,668 $3,663,956 $125,251 $5,470,875 33 Fee based on Form 5509 dated 10/1/2012. The PDIF Fee is subject to change as it is amended from time to time. Actual fees may be different, please verify with the City of Chula Vista at the time of building permit. The above table is only an estimate. Actual fees may be different. PDIF Fees are subject to change depending upon City Council actions and or Dev eloper actions that change residential densities, industrial acreage or commercial acreages. 4.11.5 THRESHOLD COMPLIANCE AND RECOMMENDATIONS Civic Center facilities will be funded through the payment of the public facilities fees in effect at the time building permits are issued; the fees shall be paid prior to the issuance of building permits unless stated otherwise in a development agreement . OTAY RANCH VILLAGE 8 WEST SPA 4.12 CORPORATION YARD City of Chula Vista Otay Ranch Village 8 West SPA Plan June, 2013 Final Draft Public Facilities Finance Plan 4.12-1 4.12 CORPORATION YARD 4.12.1 THRESHOLD STANDARDS There is no adopted threshold standard for Corporation Yard facilities; therefore no Service Analysis is required. The purpose of this section is to provide information on facility funding through the collection of the Public Facility Development Impact Fee (PFDIF). 4.12.2 EXISTING CONDITIONS The current Corporation Yard was previously an SDG&E equipment and repair facility. The City has renovated and added new improvements for the maintenance and repair of city-owned equipment. This facility consists of a renovated building that serves as the administration building for the Corporation Yard. Existing shop buildings have been renovated and new shops have been added as well as a new maintenance building. The Corporation Yard includes parking for employees, city vehicles and equipment. In addition, a Bus Wash/Fuel Island/CNG and associated equipment have been added. 4.12.3 ADEQUACY ANALYSIS The need for expansion of the Corporation Yard is indirectly related to the growth in population, and the expansion of developed areas in Chula Vista . The increase in street miles, sewer mains, storm drainage systems, additional police cars and fire apparatus, new parks and public buildings all require more equipment and maintenance space as well as more space for storage and the administration of increased numbers of employees. The need for the larger Corporation Yard was specifically related to projected new development. While there are no immediate plans for further expansion of the Corporation Yard, the City has ongoing debt service obligations due to the previous expansion. A portion of the PFDIF revenues are used for the Corporation Yard debt service. 4.12.4 FINANCING CORPORATION YARD FACILITIES The Public Facilities Development Impact Fee (PFDIF) was updated by the Chula Vista City Council on November 19, 2002 by adoption of Ordinance 2887. PFDIF is adjusted approximately every October 1st and was most recently adjusted on October 1, 2012. The project is within the boundaries of the PFDIF Program and, therefore, the project will be subject to the payment of the fee at the rate in effect at the time building permits are issued. At the current fee rate, the project Corporate Yard Fee obligation at build-out is $896,826. (see Table 4.12.1). 4.12 CORPORATION YARD OTAY RANCH VILLAGE 8 WEST SPA Otay Ranch Village 8 West SPA Plan City of Chula Vista Final Draft Public Facilities Finance Plan June, 2013 4.12-2 TABLE 4.12.1 VILLAGE 8 WEST SPA PUBLIC FACILITIES FEES FOR CORPORATION YARD Phase SFDU MFDU Commercial Acres Corporation Yard Component Fee Total Fee SFDU @ $446/DU MFDU $357/DU Commercial $7,566/Acre Orange 117 351 8.6 $52,182 $125,307 $105,924 $242,557 Blue 284 0 $126,664 $0 $0 $126,664 Yellow 0 765 5.9 $0 $273,105 $0 $317,744 Purple 220 0 $98,120 $0 $0 $98,120 Green 0 313 $0 $111,741 $0 $111,741 TOTAL 621 1,429 14.5 $276,966 $510,153 $109,707 $896,826 34 Fee based on Form 5509 dated 10/1/2012. The PDIF Fee is subject to change as it is amended from time to time. Actual fees may be different or stated otherwise in a parks or development agreement, please verify with the City of Chula Vista at the time of building permit. The projected fee illustrated in the above table is an estimate only; the actual fees may be different. PFDIF Fees are subject to change depending upon City Council actions and or Developer actions that change residential densities, industrial acreage or commercial acreages. 4.12.5 THRESHOLD COMPLIANCE Corporation Yard facilities and associated debt service continue to be funded through the payment of the PDFIF; the fees shall be paid prior to the issuance of building permits unless stated otherwise in a development agreement, at the rate in effect at of building permit issuance. OTAY RANCH VILLAGE 8 WEST SPA 4.13 OTHER PUBLIC FACILITIES City of Chula Vista Otay Ranch Village 8 West SPA Plan June, 2013 Final Draft Public Facilities Finance Plan 4.13-1 4.13 OTHER PUBLIC FACILITIES 4.13.1 THRESHOLD STANDARD Other public facilities which are currently part of the Public Facilities Development Impact Fee Program (PFDIF) include GIS, Computer Systems, Telecommunications, Records Management System and PFDIF program administration. There is no adopted threshold st andard for these facilities. Currently the PFDIF is charged only for PFDIF program administration , there is no fee charged for GIS, Computer Systems, Telecommunications, or Records Management System. The information regarding these capital items is being p rovided in this section of the PFFP to aid the City and the Developer in calculating the PFDIF fees to be paid by the Village 8 West Project. 4.13.2 SERVICE ANALYSIS The public facilities identified above are described in the Public Facilities Development Impact Fee, March 2006 Update report. 4.13.3 EXISTING CONDITIONS The City continues to collect funds from building permit issuance through the PFDIF program for deposit to an account associated with PFDIF program administration costs. The administration costs are associated with the PFDIF program itself and the costs associated with the Growth Management Oversight Committee process. A separate PFDIF is not currently collected for records management, telecommunications, computer systems and GIS . However, future capital improvements in these areas to serve growth are still anticipated. The funding sources for future improvements in these areas have been and will be incorporated into the PFDIF fee components of the various services that would use the specific improvements, such as Civic Center, Police and Fire Suppression. 4.13.4 FINANCING ADMINISTRATION FACILITIES The PFDIF was updated by the Chula Vista City Council on November 19, 2005 by adoption of Ordinance 2887. The Public Facilities Development Impact Fee (PFDIF) is adjusted approximately every October 1st and was most recently updated on September 24, 2012. The PFDIF amount is subject to change as it is amended from time to time. 4.13 OTHER PUBLIC FACILITIES OTAY RANCH VILLAGE 8 WEST SPA Otay Ranch Village 8 West SPA Plan City of Chula Vista Final Draft Public Facilities Finance Plan June, 2013 4.13-2 TABLE 4.13.1 VILLAGE 8 WEST SPA PUBLIC FACILITIES FEES FOR PROGRAM ADMINISTRATION Phase SFDU MFDU Commercial Acres Other Component Fees Total Fee SFDU @ $596/DU MFDU $563/DU Commercial $1,900/Acre Orange 117 351 14 $69,732 $197,613 $16,340 $283,685 Blue 284 0 $169,264 $0 $0 $169,264 Yellow 0 765 $0 $430,695 $11,210 $441,905 Purple 220 0 $131,120 $0 $0 $131,120 Green 0 313 $0 $176,219 $0 $176,219 TOTAL 621 1,429 14 $370,116 $804,527 $27,550 $1,202,193 35 Fee based on Form 5509 dated 9/24/2012. The PDIF Fee is subject to change as it is amended from time to time. Actual fees may be different, please verify with the City of Chula Vista at the time of building permit. The Village 8 West SPA project is within the boundaries of the PFDIF Pro gram and, therefore, the project will be subject to the payment of the fee at the rate in effect at the time building permits are issued. At the current fee rate, the Administration Fee obligation at build -out is approximately $1,202,193. Table 4.13.1, is only an estimate. Actual fees may be different. Changes in the number of multi-family dwelling units or commercial acreage may affect the estimated fee. Public Facilities DIF Fees are subject to change depending upon City Council actions and or Developer actions that change the number of residential units, residential densities, industrial acreage or commercial acreages. 4.13.5 THRESHOLD COMPLIANCE AND RECOMMENDATIONS PFDIF program administration costs and GMOC costs will be funded through the payment of public facility fees; the fees shall be paid prior to the issuance of building permits unless stated otherwise in a development agreement, at the rate in effect at the time of building permit. OTAY RANCH VILLAGE 8 WEST SPA 4.14 PUBLIC FACILITY FINANCE City of Chula Vista Otay Ranch Village 8 West SPA Plan June, 2013 Final Draft Public Facilities Finance Plan 4.14-1 4.14 PUBLIC FACILITY FINANCE 4.14.1 OVERVIEW The City will ensure the appropriate public facilities financing mechanisms are utilized to fund the acquisition, construction and maintenance of public facilities required to support the planned development of the Otay Ranch Village 8 West SPA project (Project) in compliance with the City's Growth Management Program. Public facilities are generally provided or financed in one of the following three ways: 1. Subdivision Exaction: Developer constructed and financed as a condition of project approval. 2. Development Impact Fee: Funded through the collection of an impact fee. Facilities are constructed by the public agency or developer constructed with a reimbursement or credit against specific fees. 3. Debt Financing: Funded using one of several debt finance mechanisms. Facilities are constructed by the public agency or developer. It is anticipated that all three methods will be utilized for the Project to construct and finance public facilities. 4.14.2 SUBDIVISION EXACTIONS Neighborhood level public improvements will be developed simultaneously with related residential and non-residential subdivisions. Through the Subdivision Map Act, it is the responsibility of the developer to provide for all local street, utility, park and recreation improvements. The use of subdivision conditions and exactions, where appropriate, will ensure that the construction of neighborhood facilities is timed with actual development. The imposition of subdivision conditions and exactions does not preclude the use of other public facilities financing mechanisms to finance the public improvement, when appropriate. 4.14.3 DEVELOPMENT IMPACT FEE PROGRAMS Development Impact Fees are imposed by various governmental agencies, consistent with State law, to contribute to the financing of ca pital facilities improvements within the City of Chula Vista. The distinguishing factor between a fee and a subdivision exaction is that exactions are requested of a specific developer for a specific project whereas fees are levied on all development projects throughout the City or benefit area pursuant to an established formula and in compliance with State law. The Project, through policy decisions of the City of Chula Vista and other governing agencies, is subject to fees established to help defray the cost of facilities that benefit the project and areas beyond this specific project. These fees may include but not be limited to: 1. Eastern Chula Vista TDIF — established to provide financing for circulation element road projects of regional significance in the area east of I-805. 2. Traffic Signal Fee — to pay for traffic signals associated with circulation element streets. 4.14 PUBLIC FACILITY FINANCE OTAY RANCH VILLAGE 8 WEST SPA Otay Ranch Village 8 West SPA Plan City of Chula Vista Final Draft Public Facilities Finance Plan June, 2013 4.14-2 3. Public Facilities Development Impact Fee — Public Facilities DIF established to collect funds for Civic Center Facilities, Police Facilities, Corporation Yard, Libraries, and Fire Suppression System.. 4. Park Acquisition and Development Fee — PAD Fee established to pay for the acquisition and development of park facilities. 5. Salt Creek Basin Development Impact Fee — to pay for constructing sewer improvements within the Salt Creek basin. 6. Otay Water District Fees — It should be noted that the Water District may require the formation of or annexation to an existing improvement district or creation of some other finance mechanism which may result in specific fees being waived. 7. Sweetwater Unified High School District and the Chula Vista Elementary School — The State of California legislates school fees and authorizes school districts to impose facility mitigation exactions on new development as a way to address increasing enrollment caused by that development. 4.14.4 DEBT FINANCE PROGRAMS The city preferred land-based debt finance program is the Community Facilities District or CFD’s. Both school districts have implemented Mello-Roos Community Facilities Districts to finance school facilities. MELLO-ROOS COMMUNITY FACILITIES ACT OF 1982 The Mello-Roos Community Facilities Act of 1982 authorizes formation of community facilities districts, which impose special taxes to provide the fina ncing of certain public facilities or services. Facilities that can be provided under the Mello-Roos Act include the purchase, construction, expansion, or rehabilitation of the following: 1. Local park, recreation, or parkway facilities; 2. Elementary and secondary school sites and structures; 3. Libraries; 4. Any other governmental facilities that legislative bodies are authorized to construct, own or operate including certain improvements to private property. 4.14.5 OTHER METHODS USED TO FINANCE FACILITIES GENERAL FUND The City of Chula Vista's general fund pays for many public services throughout the City. Those facilities and services identified as being funded by general fund sources represent those that will benefit not only the residents of the proposed project, but also Chula Vista residents throughout the City. In most cases, other financing mechanisms are available to initially construct or provide the facility or service, and then general fund monies would only be expected to fund the maintenance costs once the facility is accepted by the City. OTAY RANCH VILLAGE 8 WEST SPA 4.14 PUBLIC FACILITY FINANCE City of Chula Vista Otay Ranch Village 8 West SPA Plan June, 2013 Final Draft Public Facilities Finance Plan 4.14-3 STATE AND FEDERAL FUNDING Although rarely available to fund an entire project, Federal and State financial and technical assistance programs have been available to public agencies, in particular the public school districts. DEDICATIONS Dedication of sites by developers for public capital facilities is a common financing tool used by many cities. In the case of the project, the following public sites are proposed to be dedicated: 1. Roads (if public) 2. Public Parks 3. Open space and public trail systems HOMEOWNERS ASSOCIATIONS One or more Community Homeowner Associations may be established by the developer to manage, operate and maintain private facilities and common areas within the project. DEVELOPER REIMBURSEMENT AGREEMENTS Certain facilities that are off-site of project and/or provide regional benefits may be constructed in conjunction with the development of the project. In such instances, developer reimbursement agreements will be executed to provide for a future payback to th e developer for the additional cost of these facilities. Future developments are required to pay back their fair share of the costs for the shared facility when development occurs. SPECIAL AGREEMENTS/DEVELOPMENT AGREEMENT This category includes special development programs for financing construction of special public facilities. It also includes any other special arrangements between the City and the developer such as credits against fees, waiver of fees, timing for payment of fees, or charges for the construction of specific facilities. A development agreement can play an essential role in the implementation of the Public Facilities Financing Plan. The Public Facilities Financing Plan clearly details all public facility responsibilities and assures that the construction of all necessary public improvements will be appropriately phased with actual development, while the development agreement identifies the obligations and requirements of both parties. 4.14.6 PUBLIC FACILITY FINANCE POLICIES The following finance policies were included and approved with the Growth Management Program to maintain a financial management system that will be implemented consistently when considering future development applications. These policies will enable the City to effectively manage its fiscal resources in response to the demands placed on the City by future growth. 1. Prior to receiving final approval, developers shall demonstrate and guarantee that compliance is maintained with the City’s adopted threshold standards. 4.14 PUBLIC FACILITY FINANCE OTAY RANCH VILLAGE 8 WEST SPA Otay Ranch Village 8 West SPA Plan City of Chula Vista Final Draft Public Facilities Finance Plan June, 2013 4.14-4 2. The Capital Improvement Program Budget will be consistent with the goals and objectives of the Growth Management Program. The Capital Improvement Program Budget establishes the timing for funding of all fee related public improvements. 3. The priority and timing of public facility improvements identified in the various City fee programs shall be made at the sole discretion of the City Council. 4. Priority for funding from the City’s various fee programs shall be given to those projects which facilitate the logical extension or provision of public facilities as defined in the Growth Management Program. 5. Fee credits, reimbursement agreements, developer agreements or public financing mechanisms shall be considered only when it is in the public interest to use them or these financing methods are needed to rectify an existing facility threshold deficiency. Such action shall not induce growth by prematurely extending or upgrading public facilities. 6. All fee credit arrangements or reimbursement agreements will be made based upon t he City’s plans for the timing and funding of public facilities contained in the Capital Improvement Program Budget. 7. Public facility improvements made ahead of the City’s plans to construct the facilities will result in the need for additional operating and maintenance funds. Therefore all such costs associated with the facility construction shall become the responsibility of the developer until such time as the City had previously planned the facility improvement to be made. 4.14.7 CUMULATIVE DEBT The City of Chula Vista has an established policy limiting the maximum debt (that may be financed by a special tax or assessment) to be placed on a residential dwelling unit to an additional one percent above the property tax. This policy was restated in the adopt ed Growth Management Program. Like many other cities, Chula Vista has long understood that it is not the only agency that can utilize public finance mechanisms and, therefore, cannot always guarantee that the total debt will remain at or below a maximum of 2 percent of the valuation of for-sale residential property. As a result, the City makes an effort to coordinate its debt finance programs with the other special districts (school and water), which provide service to the residents of Chula Vista, to ensure that the cumulative debt does not become excessive. Coordination is also necessary to guarantee all public facilities needed to support a development can be financed and constructed as needed. Debt Capacity Analysis To get an order of magnitude approximation of the land-secured debt capacity for Village 8 West an analysis was developed that yields the maximum debt from the issuance of Mello-Roos bonds that the project may acquire while staying below the City tax rate cap. The analysis is shown in Table 4.14.1, it is found by: 1) totaling the assessed value of residential, commercial and office property; 2) estimating land value based on the assumption that the land value at the time of appraisal prior to formation of the district is approximately 20% of the build-out valuation; 3) then applying a 4:1 value- to-loan ratio, which is also City policy for land-secured financing. The net bond proceeds for Village 8 West may be as high as $33 million. Table 4.14.1 also calculates the maximum annual debt service for-sale residential due to the 2% cap by subtracting from 2% the effective property tax rate as OTAY RANCH VILLAGE 8 WEST SPA 4.14 PUBLIC FACILITY FINANCE City of Chula Vista Otay Ranch Village 8 West SPA Plan June, 2013 Final Draft Public Facilities Finance Plan 4.14-5 determined by the County Tax Collector for the tax rate area (1.08133%). The maximum annual debt service that the for-sale residential property may take on is approximately $5.6 million. This analysis assumes that 75% of the multi-family is for-sale (this same assumption was made in the Fiscal Impact Analysis, Section 5 of the PFFP). Assuming that 79% of the bonded debt total is applicable to for-sale residential (based on the proportion of total assessed valuation) the annual debt service that would apply to for-sale residential, under various interest rate and bond term scenarios, is presented in Table 4.14.2. Since the annual debt service under the least favorable scenario is well below the maximum allowable debt service under the 2% cap rule, the limiting factor to the total bond capacity is the land value itself (note that school facilities financing using via a Mello-Roos district must also be considered). The actual bond amount is therefore highly dependent on the land value prior to formation of the district and issuance of bonds. However, the 20% assumption above is conservative given that the land component is typically 30% or more of the value of real estate with improvements and appraisals for land-based financing usually assume super-pads with roads and utilities in and sold as ready for fine-grading. Table 4.14.3 identifies approximately $53 million as the estimated cost of facilities that may qualify for debt financing. The net bond proceeds shown on Table 4.14.2 is substantially less than this amount.. Therefore, there is insufficient revenue capacity available to finance all of the improvements listed in Table 4.14.3, and the City will likely need to prioritize which projects may be financed by community facilities districts. The Development Services Department generally requires the preparation of a financing district feasibility plan for the build-out of a master planned community prior to initiation of the first district in order to determine the debt capacity limits and benefit zones related to using public financing to fund infrastructure improvements. TABLE 4.14.1 ESTIMATED REVENUE AVAILABLE FOR DEBT SERVICE ON LAND SECURED FINANCINGS Units or Acres Assessed Value/Unit or square foot1 Total Assessed Value2 621 Single Family Units $488,000 $303,048,000 1,429 Multi-Family Units $284,000 $405,836,000 250,000 Square Feet (SF) Retail $224 $56,000,000 50,000 Square Feet (SF) Office $144 $7,200,000 Total Assessed Value $772,084,000 20% Land Value at Appraisal (assumed) $154,416,800 Maximum Loan Amount (LTV ratio: 1:4) $38,604,200 2.0% Tax Rate Cap on for sale residential units by City Policy3 $12,148,500 1.08133% Tax Rate Utilized $6,568,269 Annual revenue available from residential to pay debt service (2.00%-1.08%) $5,580,231 1 Valuation assumptions are based on market research data from Village 8 West Fiscal Impact Analysis, Section 5 of the PFFP. 2 Assessed value does not account for appreciation or economic inflation at build out. 3 The 2% tax rate cap for financing districts applies only to the sale price of individual units of residential. For this analysis 75% of the multi-family units are assumed to be for sale. Source: PMC 4.14 PUBLIC FACILITY FINANCE OTAY RANCH VILLAGE 8 WEST SPA Otay Ranch Village 8 West SPA Plan City of Chula Vista Final Draft Public Facilities Finance Plan June, 2013 4.14-6 TABLE 4.14.2-NET BOND PROCEEDS ANNUAL DEBT SERVICE Maximum Loan Amount $38,604,200 Net Bond Proceeds @ 85% $32,813,570 Interest Rate Term (yrs.) Annual Debt Service on Maximum Loan 79% of Annual Debt Service applied to for sale residential 5.0% 30 $2,511,259 $1,975,693 5.5% 30 $2,656,177 $2,089,706 6.5% 25 $3,164,829 $2,489,880 6.5% 20 $3,503,578 $2,756,385 7.5% 25 $3,463,209 $2,724,625 7.5% 20 $3,786,771 $2,979,182 TABLE 4.14.3 PRELIMINARY ESTIMATE OF FACILITY COST POTENTIALLY FUNDED FROM DEBT SERVICE Transportation On-site Transportation Impact Fee Improvements $12,800,000 Santa Victoria Street $4,200,000 Street "A" $2,000,000 Park Acquisition and Development Fee (Community Park Obligation) $9,500,000 Public Facilities Development Impact Fee $18,887,026 Project level Storm Drainage Improvements (Detention Basin) $2,000,000 Backbone Water Improvements1 $1,500,000 Backbone Sewer Improvements $2,000,000 Total $52,887,000 1The Otay Water District may establish a separate CFD to fund for on-site water improvements 4.14.8 MAINTENANCE DISTRICTS According to the City’s Growth Management Policy the limit on annual special tax and assessment debt service of 2% of the assessed valuation of the property (described in the first paragraph of 4.14.7 above) applies only to residential property and does not count special taxes or assessments used for the purpose of maintain ing public facilities, or providing public services. Therefore, in accordance with the City’s policy, the bond proceeds analysis above does not account for special taxes or assessments for maintenance,. In reality, the levying of taxes or assessments for maintenance of public facilities is an encumbrance against property that is superior to bonded debt and therefore must be disclosed in any issuance of bonds for financing of facilities such as those listed in Table 4.14.3 above. The resulting effect of such an encumbrance, which places an added burden on the homeowners’ ability to meet their debt obligations may lead to an increase in the cost of bonded debt through higher interest rates, which in turn will reduce the net bond proceeds. The Village 8 West Project may be conditioned to form, or be annexed into one or more maintenance districts for parks, open space, and storm water management or other purposes. In which case, the bond debt proceeds as described above may need to be re-evaluated. OTAY RANCH VILLAGE 8 WEST SPA 4.14 PUBLIC FACILITY FINANCE City of Chula Vista Otay Ranch Village 8 West SPA Plan June, 2013 Final Draft Public Facilities Finance Plan 4.14-7 4.14.9 LIFE CYCLE COST ANALYSIS Section 19.09.060 Analysis subsection F (2) of the Growth Management Ordinance requires the following: "...The inventory shall include Life Cycle Cost ("LCC") projections for each element in 19.09.060(E)...as they pertain to City fiscal responsibility. The LCC projections shall be for estimated life cycle for each element analyzed. The model used shall be able to identify and estimate initial and recurring life cycle costs for the elements..." BACKGROUND The following material presents information on the general aspects of life cycle cost analysis as well as its specific application to the City of Chula Vista operations. The discussion regarding the general benefits and process of LCC is meant to provide a common base of understanding upon which further analysis can take place. Life cycle costing (LCC) is a method of calculating the total cost of asset ownership over the life span of the asset. Initial costs and all subsequent expected costs of significance are included in the life cycle cost analysis as well as disposal value and any other quantifiable benefits to be derived as a result of owning the asset. Operating and maintenance costs over the life of an asset often times far exceed initial costs and must be factored into the (decision) process. Life cycle cost analysis should not be used in each and every purchase of an asset. The process itself carries a cost and therefore can add to the cost of the asset. Life Cycle Cost analysis can be justified only in those cases in which the cost of the analysis can be more than offset by the savings derived through the purchase of the asset. Four major factors which may influence the economic feasibility of applying LCC analysis are: 1. Energy Intensiveness — LCC should be considered when the anticipated energy costs of the purchase is expected to be large throughout its life. 2. Life Expectancy — for assets with long lives (i.e., greater than five years), costs other than purchase price take on added importance. For assets with short lives, the i nitial costs become a more important factor. 3. Efficiency — The efficiency of operation and maintenance can have significant impact on overall costs. LCC is beneficial when savings can be achieved through reduction of maintenance costs. 4. Investment Cost — as a general rule, the larger the investment the more important LCC analysis becomes. The four major factors listed above are not, however, necessary ingredients for life cycle cost analysis. A quick test to determine whether life cycle costing would apply to a purchase is to ask whether there are any post-purchase costs associated with it. Life cycle costs are a combination of initial and post-purchase costs. 4.14 PUBLIC FACILITY FINANCE OTAY RANCH VILLAGE 8 WEST SPA Otay Ranch Village 8 West SPA Plan City of Chula Vista Final Draft Public Facilities Finance Plan June, 2013 4.14-8 APPLICATIONS FOR LCC ANALYSIS The City of Chula Vista utilizes the concepts of life cycle cost analysis in determining the most cost effective purchase of capital equipment as well as in the determination of replacement costs for a variety of rolling stock. City staff uses LCC techniques in the preparation of the City's Five Year Capital Improvement Budget (CIP) as well as in the Capital Outlay sections of the annual Operating Budget. In addition to these existing processes, the City should require the use of LCC analysis prior to or concurrent with the design of public facilities required by new developme nt. Such a requirement will assist in the determination of the most cost effective selection of public facilities. OTAY RANCH VILLAGE 8 WEST SPA 5 FISCAL ANALYSIS City of Chula Vista Otay Ranch Village 8 West SPA Plan June, 2013 Final Draft Public Facilities Finance Plan Fiscal Impact Analysis 5-1 5.1 THRESHOLD STANDARD 1) The GMOC shall be provided with an annual fiscal impact report, which provides an evaluation of the impacts of growth on the City, both in terms of operations and capital improvements. This report should evaluate actual growth over the previous 12-month period, as well as projected growth over the next 12-18 month period, and 3-5 year period. 2) The GMOC shall be provided with an annual “economic monitoring report” which provides an analysis of development impact fees collected and expended over the previous 12-month period. 5.2 FISCAL IMPACT ANALYSIS INTRODUCTION The City of Chula Vista does not currently have a “Master Plan” that addresses fiscal issues. However, the City has adopted a standard approach to modeling fiscal impacts due to proposed land use changes to the General Plan. The Special Planning Area (SPA) Fiscal Impact Analysis Framework report (FIA Framework), completed by Economic Research Associates (now AECOM) in February 2008, presents the basic methodology and a consistent approach to the evaluation of SPA proposals in the City of Chula Vista. The FIA Framework is a tool intended to provide a consistent evaluation of fiscal impacts. This consistency i s achieved by a procedural combination of the following factors, which are common to every fiscal impact analysis (FIA):  Land use variables– use, density, population, employment  Market variables– real estate values and market competitiveness  The City’s current cost and revenue patterns–net city costs and discretionary revenues The inputs to a FIA for a specific project will require adjustments of these variables to adapt the framework model to that specific project and to incorporate current data. This FIA analysis for the Village 8 West SPA is based on the FIA Framework model updated and adapted by PMC for Village 8 West. This FIA identifies the estimated fiscal impact that the Village 8 West project will have on the operation and maintenance budgets of the City of Chula Vista (General Fund). The data and inputs used in this FIA fiscal analysis section of this PFFP are derived from the following sources:  Village 8 West Site Utilization Summary of land-uses (draft dated May, 2013)  City-wide land use data current as of February, 2011  Departmental cost allocation factors by land-use developed by the City using budget data of fiscal years between 2005 and 2009.  Cost allocation factors have not been adjusted for inflation since the 2008-09 fiscal year. Additional supporting fiscal data is presented in the FIA tables in Appendix A. 5.3 PROJECT PROCESSING REQUIREMENTS The City of Chula Vista Growth Management Program requires the SPA Plan and the PFFP to prepare a phased fiscal/economic report comparing expe cted annual revenues derived from OTAY RANCH VILLAGE 8 WEST SPA 5 FISCAL ANALYSIS City of Chula Vista Otay Ranch Village 8 West SPA Plan June, 2013 Final Draft Public Facilities Finance Plan Fiscal Impact Analysis 5-2 the project to expected annual costs of providing public services to the SPA, including maintenance and operations of associated public facilities. 5.4 FISCAL ANALYSIS OF PROJECT Village 8 West is proposed as a mixed-use development with a range of residential densities from 3 units per acre to 45 units per acre and up to 2,050 total dwelling units (621 single family and 1,429 multi-family). The SPA will also include up to 300,000 square feet of commercial space, an elementary school and middle school, a 5.8 acre parcel for community purpose facilities and 28 acres of parklands (including a town square park, a neighborhood park and portion of a planned community park). Table 5 .2 describes the development program and the projected absorption schedule. This table provides absorption of the project in terms of:  Land use types (as per Table 5.1)  Residential units by type  Incremental population growth  Incremental employment growth The absorption schedule is expected to extend for a 20-year period and is based on the Village 8 West Traffic Impact Analysis. 5.5 METHODOLOGY Village 8 West SPA FIA generally follows the methodology found in the FIA Framework in order to provide a consistent method for evaluating of the fiscal impacts of SPA proposals in Chula Vista. The FIA Framework and the Village 8 West SPA FIA rely on the City of Chula Vista’s budget to identify and allocate variable revenues and costs that grow proportionally with i ncremental development. Revenues such as property taxes, Vehicle License Fees (VLF), and sales tax receipts grow with development. The costs associated with development, which include but are not limited to public safety, facility maintenance, administra tion, library and park operations, also increase along with development growth. The project report for the FIA Framework outlines the methods to calculate and apply the revenue, cost and inflationary factors used in fiscal analysis of SPA plans. The original FIA Framework was built using the City of Chula Vista’s Adopted Fiscal Year 2007 -08 Budget. For this Village 8 West SPA FIA analysis, the FY 2010-11 budget trends provide the basis, as well as other fiscal related data provided by the City Finance Dep artment. All other factors used in the FIA Framework have been inflated to reflect 2013 values. The results of the analysis are presented in 2013 dollars. MODELING STEPS The fiscal impact modeling steps outlined in the FIA Framework are as follows: Step 1 – Create a project absorption matrix by land use type (acres and square foot), dwelling units, population and employment; OTAY RANCH VILLAGE 8 WEST SPA 5 FISCAL ANALYSIS City of Chula Vista Otay Ranch Village 8 West SPA Plan June, 2013 Final Draft Public Facilities Finance Plan Fiscal Impact Analysis 5-3 Step 2 – Derive annual fiscal costs using the incremental per unit cost factors developed initially for the SPA FIA Framework and updated by inflation factors and budget trends; Step 3 – Derive public safety costs with density coefficient adjustments; Step 4 – Derive annual fiscal costs as a summation of Step 2 and Step 3; Step 5 – Create an updated assessed valuation absorption ma trix for the project using the existing AV calculation methodology in the FIA Framework or project specific assumptions; Step 6 – Use special revenue models to calculate: 1. Property Taxes; 2. Property Transfer Taxes; 3. Vehicle license fees (VLF) and Motor vehicle in lieu fees (MVLF); 4. Sales taxes. Step 7 – Derive other revenues by using the revenue matrix. Step 8 – Derive annual fiscal revenues as a summation of Step 6 and Step 7 . Step 9 – Derive net fiscal impacts as a difference between Step 8 and Step 4 results. OTAY RANCH VILLAGE 8 WEST SPA 5 FISCAL ANALYSIS City of Chula Vista Otay Ranch Village 8 West SPA Plan June, 2013 Final Draft Public Facilities Finance Plan Fiscal Impact Analysis 5-4 TABLE 5.1 VILLAGE 8 WEST SPA, SITE UTILIZATION SUMMARY Planning Area Multi-family Single Family B 1.4 35 0 C 6.9 156 36 F 3.0 54 25 H1 7.8 33 144 H2 1.3 0 12 J 5.4 161 18 L 14.2 460 65 X 0.7 0 0 Subtotal 40.7 899 300 E 5.3 95 0 I 6.8 122 0 M 8.5 153 0 O 8.9 160 0 Subtotal 29.5 530 0 Q 14.7 160 0 U 11.5 130 0 Subtotal 26.2 290 0 N 19.6 117 0 P 26.9 124 0 V 20.5 90 0 Subtotal 67.0 331 0 Total 163.4 1,429 621 300 2,050 R 5.8 CPF D 20.2 Middle School S 11.4 Elementary School A 17.4 Community Park G 3.0 Town Square T 7.5 Neighborhood Park Y 15.6 Preserve (MSCP) OS-1 23.5 Open Space W 2.4 Retension Basin ROW 30.1 Arterials Total 136.9 Source: Otay Land Co. May, 2012 Medium Density Residential Attached/Detached 6-11 du/ac Low Medium Density Residential Village 3-6 du/ac Total Dwelling Units: Schools, Parks, CPF, Open Space, and Right-of-way Land Use Medium High Density Residential 11-18 du/ac Gross Acres Target Residential Units Commercial (ksf) Town Center 18-45 du/ac OTAY RANCH VILLAGE 8 WEST SPA 5 FISCAL ANALYSIS City of Chula Vista Otay Ranch Village 8 West SPA Plan June, 2013 Final Draft Public Facilities Finance Plan Fiscal Impact Analysis 5-5 TABLE 5.2 PROJECT ABSORPTION –VILLAGE 8 WEST SECTIONAL PLANNING AREA 1 Non-Residential Square footage and land use distribution from Otay Ranch Village 8 West PFFP, Table 4.1.2 2 Employment is a function of floor area based on employment density calculations that take in account building efficiency and occupancy rate. Retail employment density is assumed at 1 employee per 450 sq. ft.; Office at 1 employee per 250 sq. ft. Source: Otay Ranch Village 8 West PFFP, Draft May, 2012 Year 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 Total 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 2031 2032 Non Residential Uses Retail (ksf)0 0 0 0 0 8 8 8 8 8 30 30 30 30 30 12 12 12 12 12 250 Cumulative (ksf)0 0 0 0 0 8 16 24 32 40 70 100 130 160 190 202 214 226 238 250 Cumulative (acres)0 0 0 0 0 1 1 2 3 3 6 8 10 13 15 16 17 18 19 20 Office (ksf)0 0 0 0 0 10 10 10 10 10 0 0 0 0 0 0 0 0 0 0 50 Cumulative (ksf)0 0 0 0 0 10 20 30 40 50 50 50 50 50 50 50 50 50 50 50 Cumulative (acres)0 0 0 0 0 0 1 1 2 2 2 2 2 2 2 2 2 2 2 2 Parks (acres)0 0 0 0 0 1 1 1 1 1 3 3 3 3 3 2 2 2 2 2 28 Cumulative 0 0 0 0 0 1 2 3 4 6 8 11 13 16 19 20 22 24 26 28 Residential Uses Units Single Family 21 21 21 21 21 71 71 71 71 71 32 32 32 32 32 0 0 0 0 0 621 Cumulative 21 42 63 84 105 176 247 317 388 459 491 524 556 589 621 621 621 621 621 621 Multi Family 49 49 49 49 49 165 165 165 165 165 72 72 72 72 72 0 0 0 0 0 1,429 Cumulative 49 98 148 197 246 411 576 740 905 1,070 1,142 1,214 1,285 1,357 1,429 1,429 1,429 1,429 1,429 1,429 Total Units 70 140 211 281 351 587 822 1,058 1,293 1,529 1,633 1,737 1,842 1,946 2,050 2,050 2,050 2,050 2,050 2,050 2,050 Community Purpose Facility CPF (acres)0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 1 6 Cumulative 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 2 3 5 6 Population Single Family @ 3.33 pph 70 70 70 70 70 236 236 236 236 236 108 108 108 108 108 0 0 0 0 0 2,068 Cumulative 70 140 210 280 350 585 821 1,057 1,293 1,528 1,636 1,744 1,852 1,960 2,068 2,068 2,068 2,068 2,068 2,068 Multi Family @ 2.58 pph 127 127 127 127 127 425 425 425 425 425 185 185 185 185 185 0 0 0 0 0 3,687 Cumulative 127 254 381 508 635 1,060 1,485 1,910 2,335 2,761 2,946 3,131 3,316 3,502 3,687 3,687 3,687 3,687 3,687 3,687 Cumulative Population 197 394 591 787 984 1,645 2,306 2,967 3,628 4,289 4,582 4,875 5,168 5,462 5,755 5,755 5,755 5,755 5,755 5,755 5,755 Employment 2 Retail 0 0 0 0 0 13 13 13 13 13 47 47 47 47 47 19 19 19 19 19 391 Cumulative 0 0 0 0 0 13 25 38 50 63 110 156 203 250 297 316 335 354 372 391 Office 0 0 0 0 0 28 28 28 28 28 0 0 0 0 0 0 0 0 0 0 141 Cumulative 0 0 0 0 0 28 56 84 113 141 141 141 141 141 141 141 141 141 141 141 Cumulative Employment 0 0 0 0 0 41 81 122 163 203 250 297 344 391 438 457 476 494 513 532 532 OTAY RANCH VILLAGE 8 WEST SPA 5 FISCAL ANALYSIS City of Chula Vista Otay Ranch Village 8 West SPA Plan June, 2013 Final Draft Public Facilities Finance Plan Fiscal Impact Analysis 5-6 5.6 FISCAL IMPACT ANALYSIS FRAMEWORK MODIFICATIONS FOR VILLAGE 8 WEST As described in the City of Chula Vista’s SPA FIA Framework, specific fiscal analyses may call for additional adjustments and customization to best reflect the differ ences of each unique SPA or project. For Village 8 West SPA, the FIA Framework was modified to better account for (1) development program units (2) public safety costs, (3) property tax, and (4) sales tax. DEVELOPMENT PROGRAM UNITS The SPA Fiscal Impact Framework analysis for non -residential land uses is based on the estimated acres in each land use. The Village 8 West SPA Site Utilization Plan is currently presented with a range of total dwelling units, acreage and commercial floor area (see the Site Utilization Plan in Table 5.1). The FIA focuses on the high end of the range (2,050 residential units , 50,000 sq. ft. of office retail and 250,000 sq. ft. of retail commercial) to analyze the fiscal impacts from full build- out. The square footage of commercial is converted to acreage using the floor area ratio (FAR) standards in the FIA Framework for calculating non -residential costs as well as other revenues contained in the revenue matrix. PUBLIC SAFETY COSTS – POLICE SERVICES Public safety costs in the SPA Fiscal Impact Framework are calculated proportionally based on land use acreage for commercial and industrial uses, while residential uses are calculated proportionally based on dwelling units and people-density (persons per acre). Similar to the FIAs of other SPAs, an adjustment was made for police and fire costs for dwelling units. Police service costs are calculated on an acreage basis for commercial development and on a per dwelling unit basis for residential planning areas with no adjustment for density (the analysis uses the city-wide cost per dwelling unit factor in 2011 dollars throughout the build -out period). The FIA Framework applies a person per acre density factor to adjust the public safety costs per dwelling unit. The density adjustment was not made for the Village 8 West SPA Plan. There is also no adjustment made for mixed-use planning areas: the police service costs of the commercial and residential components of the mixed-use parcels are effectively added together. PUBLIC SAFETY COSTS – FIRE SERVICES In the FIA Framework, fire costs are also adjusted to directly increase with residential persons per acre density. However, as for Police Services, the dwelling unit cost per unit factor for Fire was not adjusted in the Village 8 West analysis. PROPERTY TAX Property tax revenues, as shown in the City’s recent financial reports, have continued to decrease over the past few years even after the end of the 2007-09 recession. But total assessed valuation is beginning to stabilize and should resume positive growth in the coming year . The negative effects of the severe downturn in the housing market during the recession continue to adversely influence property tax revenues, especially from residential property. These include mortgage loan foreclosures, lower property values, and lower property transfers. Lease rates, which also declined for retail and office space have been slow to recover according to data obtained from commercial real estate firms. Finally, although the economic recovery has been OTAY RANCH VILLAGE 8 WEST SPA 5 FISCAL ANALYSIS City of Chula Vista Otay Ranch Village 8 West SPA Plan June, 2013 Final Draft Public Facilities Finance Plan Fiscal Impact Analysis 5-7 underway 4 years now, household incomes have not grown significantly, a factor which affects home sales and the prices families may pay for homes. While the Village 8 West FIA generally follows the original FIA frame work for property tax calculations, the real estate market factors used in the FIA reflect recent values for both residential and non-residential properties in the Otay Ranch area. There is a lag, however, between construction of new homes and non-residential space and when the new property values are reflected in assessed valuations and property tax revenue. A one-year lag between completion of construction and collection of property taxes has been built into the FIA model; this has the effect of reducing revenues during the development absorption period. ESTIMATES OF ASSESSED PROPERTY VALUES The FIA makes certain assumptions for the initial sales pri ce of for-sale units (single family homes and condominiums) and the market value of rental and lease propert ies (apartments and commercial space). These prices and market values are the assessed values (AV) used in the FIA to estimate property tax revenues. The assessed values are presented in Table 7 in the Appendix. Commercial property valuation is stated as assessed value per acre, while residential property is in AV per dwelling unit. The estimate of the initial sales price and market value is critical since these numbers are inflated each successive year to estimate total assessed value. The projected average sales price for new single family homes in the Project is given in Appendix Table 7 as $488,600 per unit. For sale condominiums are given a sales price of $284,700. Renter occupied units are assigned an initial market value of $214,000. Price and valuation data for residential property in the Southeast Chula Vista market from different sources were researched to derive these initial values. For example, Zillow.com indicated the value index for the average single family home in the entire Otay Ranch area to be $431,600 in March, 2013, an increase of 14% from March, 2012. The average price in Otay Ranch Village 5, an original phase of the Otay Ranch, was somewhat lower at $406,900. The average single family home value index for all of Chula Vista was $378,600. For comparison, the DataQuick/Union Tribune Zip Code website reported the median new home price (single family and condominium combined) in the Eastlake/Otay Ranch area to be $388,000 in March, 2013. The single family and condominium resale medians in March, 2013 were $432,950 and $205,000, respectively. The Zillow home value index for condominium units in Otay Ranch was $234,900 in March, 2013. Derivation of New Home Prices To arrive at the assessed values for new single family and for-sale attached units used in the FIA model, an analysis was conducted on the current listings data for these units in the Otay Ranch area. The data was obtained from the Yahoo Homes website and consists of 135 single family and 44 attached listings. The single family listings included 3, 4, 5 and 6 bedroom homes ranging in size from 1,400 to 4,300 sq. ft. with prices ranging from $225,000 to $750,000. The attached listings for 2, 3 and 4 units ranged from 1,000 to 2,075 sq. ft. with prices from $155,000 to $330,000. As would be expected, the analysis of the listings data shows a strong correlation between home size and price, particularly in the single family market. Least squares formulas were derived for both types of units that give the expected sales prices for units given their square footage (see Figures 1 and 2). To estimate the projected sales price of new units , a new home premium of $63,000 was added to the sales price predicted by the least squares formula. The new home OTAY RANCH VILLAGE 8 WEST SPA 5 FISCAL ANALYSIS City of Chula Vista Otay Ranch Village 8 West SPA Plan June, 2013 Final Draft Public Facilities Finance Plan Fiscal Impact Analysis 5-8 premium of $63,000 comes from national sales data representing the difference in median prices between existing and new homes1 Table 5.3 summarizes the calculations that result in the average beginning assessed valuations of $488,600 and $284,700 for single family and attached units, respectively. The calculations below assume the Project will offer a certain mix of units in each bedroom number and average square footage category. The unit number assumptions are based on the Otay Ranch listing data. The actual product mix of bedro om number and size of unit will likely vary in response to market demand, but the Otay Ranch listings should be representative of the local market going forward. Table 5.3 For-Sale Units Valuation Calculation Summaries Single Family Units Bedrooms 3 4 5 6 Average square feet1 1900 2500 2900 3500 Resale home prices predicted by least squares formula (see Figure 1) $344,132 $423,241 $475,980 $555,089 New home premium $63,000 $63,000 $63,000 $63,000 Formula plus premium $407,132 $486,241 $538,980 $618,089 Projected units1 156.4 271.4 147.2 46 621 Total & Weighted Average $63,675,434 $131,965,743 $79,337,853 $28,432,085 $488,584 Condominium Units Bedrooms 2 3 4 Average square feet1 1200 1400 2000 Resale home prices predicted by least squares formula (see Figure 2) $206,939 $230,927 $302,891 New home premium $63,000 $63,000 $63,000 Formula plus premium $269,939 $293,927 $365,891 Projected units1 560 463 49 1072 Total & Weighted Average $151,264,011 $136,061,488 $17,828,871 $284,659 1 “Average square feet” and “Projected units” in the tables are based on the Yahoo Home listing data for Otay Ranch. The average square feet per bedroom category is the same as the average in the data. The projected units in each bedroom category are proportional to the bedroom per unit count in the listings data. 1 The Commerce Department reported the median new home sales price to be $247,000 in March , 2013, the National Association of Realtors reported the median resale price to be $184,300. OTAY RANCH VILLAGE 8 WEST SPA 5 FISCAL ANALYSIS City of Chula Vista Otay Ranch Village 8 West SPA Plan June, 2013 Final Draft Public Facilities Finance Plan Fiscal Impact Analysis 5-9 Figure 1 – Single Family List Price Data and Regression Statistics Figure 2 – Multi-Family List Price Data and Regression Statistics y = 131.8x + 93621 R² = 0.6777 0 100 200 300 400 500 600 700 800 0 500 1000 1500 2000 2500 3000 3500 4000 4500 5000 Li s t P r i c e x $ 1 , 0 0 0 Square Feet Single Family Price vs. Sq. Ft. y = 119.9x + 63011 R² = 0.4875 0 50 100 150 200 250 300 350 0 500 1000 1500 2000 2500 Li s t P r i c e x $ 1 , 0 0 0 Square Feet Multi-Family Price vs. Sq. Ft. OTAY RANCH VILLAGE 8 WEST SPA 5 FISCAL ANALYSIS City of Chula Vista Otay Ranch Village 8 West SPA Plan June, 2013 Final Draft Public Facilities Finance Plan Fiscal Impact Analysis 5-10 Rental and Non-Residential valuations The beginning assessed value of renter–occupied units is estimated at $214,000 per unit and is determined by a market valuation based on applying a capitalization rate of 5 .25%2 to a rental rate of $1.903 per sq. ft. assuming an average unit size of 800 sq. ft. and a 95% occupancy rate. Commercial market values were derived by applying capitalization rates of 6.5% and 7.25% to retail and office, respectively, to the net annual income per acre of $188,500 and $320,900 for retail and office, respectively.4 SALES TAX The type of retail planned for Village 8 West is neighborhood or community level shopping which will primarily serve the project area and the adjacent villages and is not “regional -serving” in nature and therefore not likely to draw on a larger market area. For purpo ses of this FIA, on-site retail revenues were evaluated on the basis of the amount of total sales expected by retail floor area. While it is anticipated that retail development in Village 8 West will help recapture leakage of dollars outside of Chula Vista, an adjustment of was made to account for sales transfers between retail space already existing in Chula Vista and Village 8 West retail. An adjustment of 10 percent was made for on-site neighborhood centers, and 25 percent for community centers to account for the transfer of retail sales from existing retailers in Chula Vista to the Village 8 West retailers. Off- site retail sales capture by new residents are also modeled given that sales tax impacts include all retail sales that can be attributed to the project within the city, and not just retail sales that occur within the project boundaries. 5.7 NET FISCAL IMPACT Table 5.4 presents the net fiscal impacts of the Village 8 West SPA on the City of Chula Vista under the assumption that revenues rise with expenditures so that there is no net real inflation in service costs. Table 5.4 shows a net fiscal deficit in year 1 of $29,200 which grows to a maximum annual net fiscal deficit of $87,200 by year 6 (2018). The deficit diminishes until a net surplus of approximately $18,300 is attained in year 10 (2022). Residential units are primarily constructed during the early years of the Project’s development (residential units are fully absorbed by 2027) with some non- residential development underway between years 5 and 10. The declining deficit is associated 2 Capitalization rate based on stabilized Class "B" multi-family housing for San Diego, CBRE Multihousing Group CapRate Survey 2nd half of 2012. 3 Average data from Rentbit.com March, 2013 4 Retail rent ($2.10/sq. ft./mon.) and cap. rate are based on the second half 2012 data for South San Diego County from Cassidy Turley BRE Commercial Retail Market Report. Office rent ($1.80/sq. ft./mon.) is based on the first quarter, 2010 data for Chula Vista from VOIT Real Estate Services. Office Cap. rate from second quarter 2010 data from CBRE. Annual income per acre is net of occupancy, building efficiency and operating cost factors. Floor area ratios of 0.29 and 0.57 for retail and office, respectively, are used to convert floor area to acres. OTAY RANCH VILLAGE 8 WEST SPA 5 FISCAL ANALYSIS City of Chula Vista Otay Ranch Village 8 West SPA Plan June, 2013 Final Draft Public Facilities Finance Plan Fiscal Impact Analysis 5-11 with increased development of non-residential land use, which generates additional sales tax and property tax, and full build-out of residential units, which stabilizes the annual increases in service costs. Under the cost assumptions of this model (no net real inflation in servic e costs), Table 5.4 and Figure 5 below show that the net surplus continues to increase after build -out. The accumulated deficit through year 9 is estimated at $273,900. At Build-out, property taxes are the greatest source of revenue generated by Village 8 West . Property tax and property transfer taxes make up approximately 47 percent of revenues, followed by vehicle license fees (VLF) (approximately 25 percent of revenues) and sales and use tax receipts (approximately 19 percent of revenues). Other revenues including franchise fees and utility users’ tax comprise the remaining revenues. Figure 3 shows the proportion of revenue sources at build-out of Village 8 West. FIGURE 3 REVENUE ALLOCATION It should be noted that revenues do not follow a completely straight linear growth path because property transfer taxes are one-time revenues. Thus, revenue generated in Village 8 West jumps in the year after development comes on-line. In subsequent years the increased revenue comes only from property transfer taxes and the reassessments from the sale of property, and the annual 2% reassessments allowed by Proposition 13. Public safety service requirements—police and fire—are expected to be the most significant public service costs generated by Village 8 West. 47% 25% 19% 9% Property Tax (including transfer tax) VLF Revenues Sales and Use Taxes Other* * other includes unitary and unsecured property taxes, franchise fees and business license tax OTAY RANCH VILLAGE 8 WEST SPA 5 FISCAL ANALYSIS City of Chula Vista Otay Ranch Village 8 West SPA Plan June, 2013 Final Draft Public Facilities Finance Plan Fiscal Impact Analysis 5-12 FIGURE 4 COST ALLOCATION Both police and fire costs are allocated to Village 8 West proportionally based on developed residential units and commercial acreage. Figure 4 shows that at build-out of the Project, police service costs make up approximately 43 percent of total public service costs. Fire service costs are anticipated to comprise approximately 22 percent of total costs. 5.8 SENSITIVITY ANALYSIS In addition to the base case, a sensitivity analysis of fiscal costs was performed to evaluate two scenarios in which public service costs increase at a higher rate than revenues. The fiscal impact of Village 8 West SPA was calculated with real expenditure inflation rates of 1 percent and 2 percent. The revenues vs. costs for the three scenarios are shown graphically in Figure 5 below. ONE PERCENT EXPENDITURE REAL INFLATION Table 5.5 presents the net fiscal impacts generated by Village 8 West with an expenditure inflation factor of 1 percent. In this case, the first year net fiscal deficit is the same as the zero inflation scenario of $29,200. The annual net fiscal deficit increases to a maximum of $112,600 by year 6 (Year 2019). The deficit declines in the following year 7 then increases again in years 8 through 10 before declining for the next three years. The Project shows a net positive impact beginning in year 14, which continues to grow almost continuously for the remainder of the 20- year period. At build-out, the net fiscal surplus is approximately $135,700 and growing. TWO PERCENT EXPENDITURE REAL INFLATION Table 5.6 presents the net fiscal impacts generated by Village 8 West with an expenditure inflation factor of 2 percent. As in the first two scenarios, the first year net fiscal deficit is $29,200 and grows more or less consistently through-out the build-out period with temporary reductions in year 7 and 11. At build-out, the net fiscal deficit is approximately$269,500 and growing. 43% 22% 35% Police Fire All others OTAY RANCH VILLAGE 8 WEST SPA 5 FISCAL ANALYSIS City of Chula Vista Otay Ranch Village 8 West SPA Plan June, 2013 Final Draft Public Facilities Finance Plan Fiscal Impact Analysis 5-13 FIGURE 5 VILLAGE 8 WEST REVENUES VS. COSTS $0 $500 $1,000 $1,500 $2,000 $2,500 $3,000 Th o u s a n d s No Cost Inflation Revenues Costs $0 $500 $1,000 $1,500 $2,000 $2,500 $3,000 Th o u s a n d s 1% Annual Cost Inflation Revenues Costs $0 $500 $1,000 $1,500 $2,000 $2,500 $3,000 $3,500 Th o u s a n d s 2% Annual Cost Inflation Revenues Costs OTAY RANCH VILLAGE 8 WEST SPA 5 FISCAL ANALYSIS City of Chula Vista Otay Ranch Village 8 West SPA Plan June, 2013 Final Draft Public Facilities Finance Plan Fiscal Impact Analysis 5-14 5.9 POTENTIAL RISKS The absorption of development units are based on the Village 8 West SPA traffic analysis and actual absorption may vary, depending on several factors included the continued pace of recovery from the recession. According to the National Bureau of Economic Research's business cycle dating committee, the recent recession ended in June 2009, 18 months after it began in December 2007. Despite this announcement, the length and breadth of the recovery has been slow particularly in the construction sector. Growth in this sector has begun to pick-up recently and will continue to grow at a moderate pace for at least the remainder of 2013. Retail and office development is driven in part by employment growth, and business and customer demand, which are all dependent on overall economic growth. Actual absorption of the Project’s non-residential space could be pushed back relative to the projected absorption in this analysis. The pace of new residential construction is affected by several factors including the supply of homes for sale, interest rates, household income growth, and availability of skilled labor in the construction trades. The recent trend of reductions in home mortgage foreclosures in the region, the diminishing supply of housing product, as well as historically low mortgage interest rates are factors that support an increase in construction activity. Shifts by households from ownership to rental units, or vice versa, or to smaller homes could also impact the phasing and the type of residential development. General population growth and expected increases in household incomes as the economy continues to improve in California will help to reinitiate strong residential development. In the case that commercial developments get pushed back further than residential developments, the city may face higher public services costs associated with residential service demands while additional commercial revenues sources, such as sales tax and additional property tax, will be delayed until the commercial is developed. OTAY RANCH VILLAGE 8 WEST SPA 5 FISCAL ANALYSIS City of Chula Vista Otay Ranch Village 8 West SPA Plan June, 2013 Final Draft Public Facilities Finance Plan Fiscal Impact Analysis 5-15 TABLE 5.4 VILLAGE 8 WEST NET FISCAL IMPACT (IN $000’S) (EXPENDITURE REAL INFLATION RATE OF 0%) Year 1 2 3 4 5 6 7 8 9 10 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 Revenues Property Taxes $0.0 $25.3 $51.6 $78.9 $107.2 $136.7 $240.8 $348.9 $460.9 $577.1 Property Transfer Taxes $0.0 $12.8 $14.3 $15.9 $17.4 $19.1 $58.1 $63.9 $69.9 $76.1 VLF Revenues $17.7 $35.3 $52.8 $70.3 $87.8 $151.0 $213.5 $275.4 $336.6 $397.2 Sales and Use Taxes $5.2 $10.5 $15.7 $20.9 $26.2 $57.7 $89.2 $120.8 $152.3 $183.8 Other Revenue $6.4 $12.8 $19.2 $25.6 $32.1 $56.1 $80.1 $104.2 $128.2 $152.2 Subtotal Revenues $29.3 $96.7 $153.6 $211.6 $270.7 $420.6 $681.8 $913.1 $1,148.0 $1,386.4 Expenditures Police Costs $24.0 $48.0 $72.0 $96.0 $120.0 $210.0 $300.1 $390.1 $480.2 $570.2 Fire costs $13.8 $27.6 $41.4 $55.1 $68.9 $118.4 $167.8 $217.3 $266.8 $316.2 Other Expenditures $20.7 $41.5 $62.2 $83.0 $103.7 $179.3 $254.9 $330.5 $406.1 $481.6 Subtotal Expenditures $58.5 $117.0 $175.6 $234.1 $292.6 $507.7 $722.8 $937.9 $1,153.0 $1,368.1 Net Fiscal Impact ($29.2)($20.4)($21.9)($22.5)($21.9)($87.2)($41.0)($24.8)($5.0)$18.3 11 12 13 14 15 16 17 18 19 20 2023 2024 2025 2026 2027 2028 2029 2030 2031 2031 Revenues Property Taxes $697.4 $773.5 $852.0 $933.2 $1,017.1 $1,103.7 $1,133.0 $1,163.0 $1,193.7 $1,225.2 Property Transfer Taxes $82.4 $64.3 $68.0 $71.4 $75.7 $79.6 $53.2 $54.3 $55.3 $56.3 VLF Revenues $430.9 $464.5 $497.8 $530.9 $563.8 $567.4 $570.9 $574.4 $578.0 $581.5 Sales and Use Taxes $243.0 $302.2 $361.5 $420.7 $479.9 $500.4 $521.0 $541.6 $562.1 $582.7 Other Revenue $165.7 $179.3 $192.8 $206.3 $219.9 $221.5 $223.1 $224.7 $226.3 $227.9 Subtotal Revenues $1,619.5 $1,783.7 $1,972.1 $2,162.6 $2,356.3 $2,472.6 $2,501.2 $2,557.9 $2,615.3 $2,673.5 Expenditures $0.0 $0.0 $0.0 $0.0 $0.0 $0.0 $0.0 $0.0 $0.0 $0.0 Police Costs $627.9 $685.5 $743.1 $800.8 $858.4 $869.1 $879.7 $890.3 $901.0 $911.6 Fire costs $344.0 $371.8 $399.7 $427.5 $455.3 $458.3 $461.4 $464.5 $467.6 $470.6 Other Expenditures $528.8 $576.0 $623.1 $670.3 $717.4 $724.0 $730.6 $737.2 $743.8 $750.4 Subtotal Expenditures $1,500.7 $1,633.3 $1,765.9 $1,898.5 $2,031.1 $2,051.4 $2,071.7 $2,092.0 $2,112.3 $2,132.6 Net Fiscal Impact $118.8 $150.4 $206.1 $264.1 $325.2 $421.2 $429.5 $465.9 $503.0 $540.9 OTAY RANCH VILLAGE 8 WEST SPA 5 FISCAL ANALYSIS City of Chula Vista Otay Ranch Village 8 West SPA Plan June, 2013 Final Draft Public Facilities Finance Plan Fiscal Impact Analysis 5-16 TABLE 5.5 VILLAGE 8 WEST NET FISCAL IMPACT (IN $000’S) (EXPENDITURE REAL INFLATION RATE OF 1%) Year 1 2 3 4 5 6 7 8 9 10 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 Revenues Property Taxes $0.0 $25.3 $51.6 $78.9 $107.2 $136.7 $240.8 $348.9 $460.9 $577.1 Property Transfer Taxes $0.0 $12.8 $14.3 $15.9 $17.4 $19.1 $58.1 $63.9 $69.9 $76.1 VLF Revenues $17.7 $35.3 $52.8 $70.3 $87.8 $151.0 $213.5 $275.4 $336.6 $397.2 Sales and Use Taxes $5.2 $10.5 $15.7 $20.9 $26.2 $57.7 $89.2 $120.8 $152.3 $183.8 Other Revenue $6.4 $12.8 $19.2 $25.6 $32.1 $56.1 $80.1 $104.2 $128.2 $152.2 Subtotal Revenues $29.3 $96.7 $153.6 $211.6 $270.7 $420.6 $681.8 $913.1 $1,148.0 $1,386.4 Expenditures Police Costs $24.0 $48.5 $73.4 $98.9 $124.8 $220.5 $318.1 $417.4 $518.6 $621.6 Fire costs $13.8 $27.8 $42.2 $56.8 $71.7 $124.3 $177.9 $232.5 $288.1 $344.7 Other Expenditures $20.7 $41.9 $63.5 $85.5 $107.9 $188.3 $270.2 $353.6 $438.5 $525.0 Subtotal Expenditures $58.5 $118.2 $179.1 $241.1 $304.3 $533.1 $766.2 $1,003.6 $1,245.3 $1,491.2 Net Fiscal Impact ($29.2)($21.6)($25.4)($29.5)($33.6)($112.6)($84.4)($90.4)($97.3)($104.8) 11 12 13 14 15 16 17 18 19 20 2024 2025 2026 2027 2028 2029 2030 2031 2032 2031 Revenues Property Taxes $697.4 $773.5 $852.0 $933.2 $1,017.1 $1,103.7 $1,133.0 $1,163.0 $1,193.7 $1,225.2 Property Transfer Taxes $82.4 $64.3 $68.0 $71.4 $75.7 $79.6 $53.2 $54.3 $55.3 $56.3 VLF Revenues $430.9 $464.5 $497.8 $530.9 $563.8 $567.4 $570.9 $574.4 $578.0 $581.5 Sales and Use Taxes $243.0 $302.2 $361.5 $420.7 $479.9 $500.4 $521.0 $541.6 $562.1 $582.7 Other Revenue $165.7 $179.3 $192.8 $206.3 $219.9 $221.5 $223.1 $224.7 $226.3 $227.9 Subtotal Revenues $1,619.5 $1,783.7 $1,972.1 $2,162.6 $2,356.3 $2,472.6 $2,501.2 $2,557.9 $2,615.3 $2,673.5 Expenditures Police Costs $690.7 $760.9 $832.3 $904.9 $978.6 $999.4 $1,020.4 $1,041.7 $1,063.1 $1,084.8 Fire costs $378.4 $412.7 $447.6 $483.0 $519.0 $527.1 $535.2 $543.5 $551.7 $560.1 Other Expenditures $581.7 $639.3 $697.9 $757.4 $817.9 $832.6 $847.5 $862.5 $877.7 $893.0 Subtotal Expenditures $1,650.8 $1,813.0 $1,977.8 $2,145.3 $2,315.5 $2,359.1 $2,403.2 $2,447.7 $2,492.6 $2,537.8 Net Fiscal Impact ($31.3)($29.3)($5.8)$17.3 $40.9 $113.4 $98.0 $110.2 $122.8 $135.7 OTAY RANCH VILLAGE 8 WEST SPA 5 FISCAL ANALYSIS City of Chula Vista Otay Ranch Village 8 West SPA Plan June, 2013 Final Draft Public Facilities Finance Plan Fiscal Impact Analysis 5-17 Table 5.6 Village 8 West Net Fiscal Impact (in $000’s) (Expenditure Real Inflation Rate of 2%) Year 1 2 3 4 5 6 7 8 9 10 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 Revenues Property Taxes $0.0 $25.3 $51.6 $78.9 $107.2 $136.7 $240.8 $348.9 $460.9 $577.1 Property Transfer Taxes $0.0 $12.8 $14.3 $15.9 $17.4 $19.1 $58.1 $63.9 $69.9 $76.1 VLF Revenues $17.7 $35.3 $52.8 $70.3 $87.8 $151.0 $213.5 $275.4 $336.6 $397.2 Sales and Use Taxes $5.2 $10.5 $15.7 $20.9 $26.2 $57.7 $89.2 $120.8 $152.3 $183.8 Other Revenue $6.4 $12.8 $19.2 $25.6 $32.1 $56.1 $80.1 $104.2 $128.2 $152.2 Subtotal Revenues $29.3 $96.7 $153.6 $211.6 $270.7 $420.6 $681.8 $913.1 $1,148.0 $1,386.4 Expenditures Police Costs $24.0 $49.0 $74.9 $101.8 $129.6 $231.0 $336.1 $444.8 $557.0 $672.9 Fire costs $13.8 $28.1 $43.0 $58.4 $74.4 $130.2 $188.0 $247.7 $309.4 $373.1 Other Expenditures $20.7 $42.3 $64.7 $87.9 $112.0 $197.2 $285.5 $376.7 $471.0 $568.3 Subtotal Expenditures $58.5 $119.4 $182.6 $248.1 $316.0 $558.5 $809.6 $1,069.2 $1,337.5 $1,614.4 Net Fiscal Impact ($29.2)($22.7)($29.0)($36.5)($45.3)($137.9)($127.7)($156.1)($189.5)($228.0) 11 12 13 14 15 16 17 18 19 20 Revenues 2024 2025 2026 2027 2028 2029 2030 2031 2032 2031 Property Taxes $697.4 $773.5 $852.0 $933.2 $1,017.1 $1,103.7 $1,133.0 $1,163.0 $1,193.7 $1,225.2 Property Transfer Taxes $82.4 $64.3 $68.0 $71.4 $75.7 $79.6 $53.2 $54.3 $55.3 $56.3 VLF Revenues $430.9 $464.5 $497.8 $530.9 $563.8 $567.4 $570.9 $574.4 $578.0 $581.5 Sales and Use Taxes $243.0 $302.2 $361.5 $420.7 $479.9 $500.4 $521.0 $541.6 $562.1 $582.7 Other Revenue $165.7 $179.3 $192.8 $206.3 $219.9 $221.5 $223.1 $224.7 $226.3 $227.9 Subtotal Revenues $1,619.5 $1,783.7 $1,972.1 $2,162.6 $2,356.3 $2,472.6 $2,501.2 $2,557.9 $2,615.3 $2,673.5 Expenditures Police Costs $753.4 $836.3 $921.5 $1,009.0 $1,098.8 $1,129.8 $1,161.2 $1,193.0 $1,225.3 $1,258.0 Fire costs $412.8 $453.7 $495.6 $538.6 $582.8 $595.9 $609.1 $622.4 $635.9 $649.5 Other Expenditures $634.6 $702.7 $772.7 $844.5 $918.3 $941.2 $964.4 $987.9 $1,011.6 $1,035.6 Subtotal Expenditures $1,800.9 $1,992.6 $2,189.7 $2,392.1 $2,599.8 $2,666.9 $2,734.7 $2,803.3 $2,872.8 $2,943.0 Net Fiscal Impact ($181.3)($209.0)($217.7)($229.6)($243.5)($194.3)($233.5)($245.4)($257.4)($269.5) Source: PMC OTAY RANCH VILLAGE 8 WEST SPA 5 FISCAL ANALYSIS City of Chula Vista Otay Ranch Village 8 West SPA Plan June, 2013 Final Draft Public Facilities Finance Plan 5-18 APPENDIX A FISCAL IMPACT ANALYSIS TABLES OTAY RANCH VILLAGE 8 WEST SPA 5 FISCAL ANALYSIS City of Chula Vista Otay Ranch Village 8 West SPA Plan June, 2013 Final Draft Public Facilities Finance Plan 5-19 APPENDIX TABLE 1 EXISTING DEVELOPED LAND USE DISTRIBUTION (2010) LAND USE Total Acres Non Residential Uses Retail (acres)1 1,001.6 Office (acres)259.3 Hotel (acres)2 29.0 General Industrial (acres)54.4 Research/Limited Industrial (acres)3 787.4 Parks (acres)4 510.0 Public/Quasi Public (acres)1,262.1 Open Space/ROWs/Other (acres)5 5,399.3 Special Land Uses Conference Center - Waterpark and Amphitheatre 66.0 Golf Courses 6 692.6 University - Power Plant 75.2 Residential Uses Acreage Single Family 7,505.5 Multi Family 1,746.3 Mobile Homes 313.0 Total Acres 19,701.7 Units Single Family 42,027 Multi Family 33,026 Mobile Homes 3,562 Total Units 78,615 Note: All areas in Net Acres (1) Includes retail land under visitor commercial and resort related uses (4) Includes public parks (6) Includes both public and private golf courses Source: City of Chula Vista and PMC (3) Includes research/limited industrial, warehousing, public storage, and extractive industry (2) Includes hotels and motels only (including hotel/motel components of resort facilities) (5) Includes open space & agriculture designated areas, rights of way, easements and other misc., undevelopable areas * Estimates Land Use figures based on the assumption of the current land development are subject to change and refinement OTAY RANCH VILLAGE 8 WEST SPA 5 FISCAL ANALYSIS City of Chula Vista Otay Ranch Village 8 West SPA Plan June, 2013 Final Draft Public Facilities Finance Plan 5-20 APPENDIX TABLE 2 EXISTING POPULATION ESTIMATES (2010) Total Dwelling Units (DU s)1 Single Family Units 42,027 Multi-Family Units 33,026 Mobile Homes 3,562 Total Dwelling Units 78,615 Occupied DU s2 (Households) Single Family Units 40,762 Multi-Family Units 32,032 Mobile Homes 3,455 Total Occupied Units 76,249 Estimated Persons per Household (Occupied DU)3 Single Family Units 3.33 Multi-Family Units 2.58 Mobile Homes 1.99 Estimated Existing HH Population Single Family Units 135,737 Multi-Family Units 82,642 Mobile Homes 6,875 Total Estimated HH Population 225,255 Estimated Non HH Population4 1,409 Total Estimated Existing Population 226,664 1 Exisitng dwelling unit inventory from Table 1 2 Applying average vacancy rate of 3.01% as reported by the California Department of Finance 3 Based on Census 2000 Housing Occupancy data for Chula Vista (does not include Boat, RV, Van occupants) It is assumed that 'Single Family' includes both attached and detached units 4 Applying Year 2000 California State Department of Finance Estimates and deriving pro-rated share based on 2010 HH population Source: City of Chula Vista, US Census 2000, California Dept. of Finance, and PMC OTAY RANCH VILLAGE 8 WEST SPA 5 FISCAL ANALYSIS City of Chula Vista Otay Ranch Village 8 West SPA Plan June, 2013 Final Draft Public Facilities Finance Plan Fiscal Impact Analysis 5-21 APPENDIX TABLE 3 EMPLOYMENT AND EMPLOYMENT DENSITY FACTORS Land Uses FAR1 Estimate Sq. Ft Employment Factor (s.f./Empl.) Bldg. Efficiency Occupancy Occupied Sq. Ft.Employees Empl/Acre Acres Retail 0.29 250,000 450 80%88%176,000 391 19.1 20 Office 0.57 50,000 250 80%88%35,200 141 68.7 2 1FAR is the Citywide Floor Area Ratio defined as the ratio of land area to net usable building floor area (this is a measure of building density) Source: City of Chula Vista, Otay Ranch Village 8 West SPA Plan, PMC OTAY RANCH VILLAGE 8 WEST SPA 5 FISCAL ANALYSIS City of Chula Vista Otay Ranch Village 8 West SPA Plan June, 2013 Final Draft Public Facilities Finance Plan Fiscal Impact Analysis 5-22 APPENDIX TABLE 4 INCREMENTAL PER UNIT COST FACTORS 1 Except for Culture and Leisure, this column shows functional (indirect) departmental costs which are allocated to population. Note: All cost factors are derived from a budget analysis conducted in the period FY 2004-05 to FY 2008-09 Source: City of Chula Vista Citywide Cost Factors by Function/Department Population (per person)1 Retail (per acre) Office (per acre) Industrial (per acre) Public Park (per acre) Public Use (per acre) Open Space (per acre) Other (per acre) Residential (per DU) LEGISLATIVE AND ADMINISTRATION City Council $2.00 Boards & Commissions City Clerk $1.37 City Attorney $80.11 $86.52 $21.13 $12.11 Administration $0.29 $0.35 Management and Information Services $4.60 Human Resources Finance DEVELOPMENT AND MAINTENANCE SERVICES Economic Development Function $301.43 $325.55 $79.51 Planning and Building Services $203.44 $219.57 $55.00 $31.70 $30.69 Engineering $274.44 $145.29 $27.44 $15.53 $16.85 $3.07 Public Works $5,914.17 $3,131.00 $591.42 $69.58 $347.89 $347.89 $68.43 General Services PUBLIC SAFETY (population and non-residential only, see Table A6) Police $11.01 $6,836.27 $6,836.27 $1,006.09 $2,202.49 $2,202.49 $2,202.49 Fire $1.05 $2,917.22 $2,917.22 $396.88 $160.46 $160.46 $160.46 $160.46 CULTURE AND LEISURE Parks and Recreation $18.90 Library $37.32 Total Unit Cost $76.54 $16,527.08 $13,661.42 $2,177.47 $2,448.06 $2,710.84 $160.46 $2,759.39 $114.65 Land Uses OTAY RANCH VILLAGE 8 WEST SPA 5 FISCAL ANALYSIS City of Chula Vista Otay Ranch Village 8 West SPA Plan June, 2013 Final Draft Public Facilities Finance Plan Fiscal Impact Analysis 5-23 APPENDIX TABLE 5 RESIDENTIAL DENSITY COEFFICIENTS FOR PUBLIC SAFETY COSTS Notes: 1Project Residential Acreage is estimated by dividing the cumulative annual housing units by the residential gross acres (2,050 units divided by 179 acres) Source: City of Chula Vista; Bureau of Labor Statistics; PMC 1 2 3 4 5 6 7 8 9 10 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 Residential Uses Units Single Family 21 21 21 21 21 71 71 71 71 71 Cumulative 21 42 63 84 105 176 247 317 388 459 Multi Family 49 49 49 49 49 165 165 165 165 165 Cumulative 49 98 148 197 246 411 576 740 905 1,070 Total Units 70 140 211 281 351 587 822 1,058 1,293 1,529 Population Single Family Persons/DU@ 3.33 70 70 70 70 70 236 236 236 236 236 Cumulative 70 140 210 280 350 585 821 1,057 1,293 1,528 Multi Family Persons/DU@ 2.58 127 127 127 127 127 425 425 425 425 425 Cumulative 127 254 381 508 635 1,060 1,485 1,910 2,335 2,761 Cumulative Population 197 394 591 787 984 1,645 2,306 2,967 3,628 4,289 Acres 1 6 12 18 24 31 51 72 92 113 133 Current city-wide Police Service Costs $310.98 /DU Current city-wide Fire Service Costs $193.41 /DU Public Safety Costs per Dwelling Unit Police $310.98 $310.98 $310.98 $310.98 $310.98 $310.98 $310.98 $310.98 $310.98 $310.98 Fire $193.41 $193.41 $193.41 $193.41 $193.41 $193.41 $193.41 $193.41 $193.41 $193.41 Annual Public Safety Costs (Allocated to DUs) Police ($000s)$21.83 $43.66 $65.49 $87.32 $109.15 $182.42 $255.69 $328.95 $402.22 $475.48 Fire ($000s)$13.58 $27.16 $40.73 $54.31 $67.89 $113.46 $159.02 $204.59 $250.16 $295.73 Total ($000s)35.41 70.82 106.22 141.63 177.04 295.88 414.71 533.54 652.38 771.21 11 12 13 14 15 16 17 18 19 20 2023 2024 2025 2026 2027 2028 2029 2030 2031 2032 Residential Uses Units Single Family 32 32 32 32 32 0 0 0 0 0 Cumulative 491 524 556 589 621 621 621 621 621 621 Multi Family 72 72 72 72 72 0 0 0 0 0 Cumulative 1,142 1,214 1,285 1,357 1,429 1,429 1,429 1,429 1,429 1,429 Total Units 1,633 1,737 1,842 1,946 2,050 2,050 2,050 2,050 2,050 2,050 Population Single Family Persons/DU@ 3.33 108 108 108 108 108 0 0 0 0 0 Cumulative 1,636 1,744 1,852 1,960 2,068 2,068 2,068 2,068 2,068 2,068 Multi Family Persons/DU@ 2.58 185 185 185 185 185 0 0 0 0 0 Cumulative 2,946 3,131 3,316 3,502 3,687 3,687 3,687 3,687 3,687 3,687 Cumulative Population 4,582 4,875 5,168 5,462 5,755 5,755 5,755 5,755 5,755 5,755 Acres 1 142 152 161 170 179 179 179 179 179 179 Public Safety Costs per Dwelling Unit Police $310.98 $310.98 $310.98 $310.98 $310.98 $310.98 $310.98 $310.98 $310.98 $310.98 Fire $193.41 $193.41 $193.41 $193.41 $193.41 $193.41 $193.41 $193.41 $193.41 $193.41 Annual Public Safety Costs (Allocated to DUs) Police ($000s)$507.89 $540.29 $572.70 $605.10 $637.50 $637.50 $637.50 $637.50 $637.50 $637.50 Fire ($000s)$315.88 $336.04 $356.19 $376.34 $396.50 $396.50 $396.50 $396.50 $396.50 $396.50 Total ($000s)$823.77 $876.33 $928.89 $981.44 $1,034.00 $1,034.00 $1,034.00 $1,034.00 $1,034.00 $1,034.00 OTAY RANCH VILLAGE 8 WEST SPA 5 FISCAL ANALYSIS City of Chula Vista Otay Ranch Village 8 West SPA Plan June, 2013 Final Draft Public Facilities Finance Plan Fiscal Impact Analysis 5-24 APPENDIX TABLE 6 ANNUAL FISCAL COST SUMMARY ZERO REAL GROWTH IN UNIT COSTS 1% REAL ANNUAL GROWTH IN UNIT COSTS 2% REAL ANNUAL GROWTH IN UNIT COSTS 1 Allocation factor for indirect departmental costs only, except for Culture and Leisure 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 Total Expense Drivers 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 2031 2032 (Expenses in $000s) Real Growth 0%1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 Retail (acre)$16,527 $0 $0 $0 $0 $0 $10 $21 $31 $42 $52 $92 $131 $170 $209 $249 $264 $280 $296 $311 $327 $2,486 Office (acre)$13,661 $0 $0 $0 $0 $0 $6 $11 $17 $22 $28 $28 $28 $28 $28 $28 $28 $28 $28 $28 $28 $358 Parks (acres)$2,448 $0 $0 $0 $0 $0 $3 $5 $8 $11 $13 $20 $26 $33 $39 $46 $50 $55 $59 $64 $69 $501 Dwelling Units $115 $8 $16 $24 $32 $40 $67 $94 $121 $148 $175 $187 $199 $211 $223 $235 $235 $235 $235 $235 $235 $2,958 Population (persons)1 $77 $15 $30 $45 $60 $75 $126 $177 $227 $278 $328 $351 $373 $396 $418 $440 $440 $440 $440 $440 $440 $5,542 Public Safety Costs Allocated to Dwelling Units $504 $35 $71 $106 $142 $177 $296 $415 $534 $652 $771 $824 $876 $929 $981 $1,034 $1,034 $1,034 $1,034 $1,034 $1,034 $13,013 $59 $117 $176 $234 $293 $508 $723 $938 $1,153 $1,368 $1,501 $1,633 $1,766 $1,899 $2,031 $2,051 $2,072 $2,092 $2,112 $2,133 $24,857 Unit Cost 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 Total Expense Drivers 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 2031 2032 (Expenses in $000s) Real Growth 1%1.00 1.01 1.02 1.03 1.04 1.05 1.06 1.07 1.08 1.09 1.10 1.11 1.12 1.13 1.14 1.15 1.16 1.17 1.18 1.19 Retail (acre)$16,527 $0 $0 $0 $0 $0 $11 $22 $34 $45 $57 $101 $145 $190 $237 $283 $304 $325 $346 $367 $389 $2,857 Office (acre)$13,661 $0 $0 $0 $0 $0 $6 $12 $18 $24 $30 $30 $31 $31 $31 $31 $32 $32 $32 $32 $33 $404 Parks (acres)$2,448 $0 $0 $0 $0 $0 $3 $6 $9 $12 $15 $22 $29 $37 $44 $52 $58 $63 $69 $75 $82 $575 Dwelling Units $115 $8 $16 $25 $33 $42 $71 $100 $130 $160 $191 $206 $221 $236 $252 $268 $270 $273 $275 $277 $280 $3,334 Population (persons)$77 $15 $30 $46 $62 $78 $132 $187 $243 $300 $358 $386 $414 $443 $472 $502 $507 $511 $515 $520 $524 $6,246 Public Safety Costs Allocated to Dwelling Units $504 $35 $72 $108 $146 $184 $311 $440 $571 $705 $841 $906 $973 $1,040 $1,109 $1,179 $1,189 $1,199 $1,210 $1,220 $1,230 $14,668 $59 $118 $179 $241 $304 $533 $766 $1,004 $1,245 $1,491 $1,651 $1,813 $1,978 $2,145 $2,315 $2,359 $2,403 $2,448 $2,493 $2,538 $28,083 Unit Cost 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 Total Expense Drivers 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 2031 2032 (Expenses in $000s) Real Growth 2%1.00 1.02 1.04 1.06 1.08 1.10 1.12 1.14 1.16 1.18 1.20 1.22 1.24 1.26 1.28 1.30 1.32 1.34 1.36 1.38 Retail (acre)$16,527 $0 $0 $0 $0 $0 $12 $23 $36 $49 $62 $110 $160 $211 $264 $318 $344 $370 $396 $423 $451 $3,228 Office (acre)$13,661 $0 $0 $0 $0 $0 $6 $12 $19 $26 $32 $33 $34 $34 $35 $35 $36 $36 $37 $37 $38 $450 Parks (acres)$2,448 $0 $0 $0 $0 $0 $3 $6 $9 $12 $16 $24 $32 $41 $49 $58 $65 $72 $80 $87 $95 $649 Dwelling Units $115 $8 $16 $25 $34 $43 $74 $106 $138 $172 $207 $225 $243 $262 $281 $301 $306 $310 $315 $320 $324 $3,710 Population (persons)$77 $15 $31 $47 $64 $81 $139 $198 $259 $322 $387 $421 $455 $491 $527 $564 $573 $581 $590 $599 $608 $6,951 Public Safety Costs Allocated to Dwelling Units $504 $35 $72 $110 $150 $191 $325 $464 $608 $757 $910 $989 $1,069 $1,152 $1,237 $1,324 $1,344 $1,365 $1,386 $1,406 $1,427 $16,322 $59 $119 $183 $248 $316 $558 $810 $1,069 $1,337 $1,614 $1,801 $1,993 $2,190 $2,392 $2,600 $2,667 $2,735 $2,803 $2,873 $2,943 $31,310 Unit Cost OTAY RANCH VILLAGE 8 WEST SPA 5 FISCAL ANALYSIS City of Chula Vista Otay Ranch Village 8 West SPA Plan June, 2013 Final Draft Public Facilities Finance Plan Fiscal Impact Analysis 5-25 APPENDIX TABLE 7 ESTIMATED ASSESSED VALUATION BY LAND USE TYPE 1 FAR is Floor Area Ratio defined as the ratio of land area to building floor area (this is a measure of building density) 2 Retail rent based on San Diego Retail Market Snapshot 2nd half 2012 South County from Cassidy Turley. Cap Rate based on CBRE Cap Rate Survey for 2nd half 2012 3 Office rent is based on 1st Qtr., 2012 data for Chula Vista from VOIT Real Estate Services. C ap rate from CBRE Cap Rate Survey for 2nd half 2012. 4 Based on an analysis of current listings (May, 2013) in the Otay Ranch area from Yahoo.com. 5 Rents based on current market comparables for 2 -bedroom apartments reported by rentbits.com. Unit size based on SPA FIA Framework. Cap. Rate based on Class "B" stabilized projects, San Diego suburban multihousing report from CBRE Cap Rate Survey 2nd half 2012. 7 Net Income per acre & per unit includes adjustments of 15% and 35%, respectively, for operating costs, based on assumptions i n the SPA FIA Framework. Note: The above estimates are for future development and include land and improvement values. Source: City of Chula Vista, Cassidy Turley BRE Commercial, VOIT Real Estate Services, CBRE, and PMC. Land Uses Non-Residential Uses Rent /s.f./mo. Building Efficiency Occupancy Rate Net Income/acre 7 Capitalization Rate Assessed Value per Acre Retail 2 0.29 FAR1 12,502 s.f.$2.10 80%88%$188,519 6.50%$2,900,296 Office 3 0.57 FAR1 24,829 s.f.$1.80 80%88%$320,924 7.25%$4,426,534 Residential Uses Rent /s.f./mo.Average Unit Size Occupancy Net Income/Unit Cap. Rate AV per DU Single Family4 $488,600 Multi Family (owner occupied)4 $284,700 Multi Family (renter occupied)5 $1.90 800 95%$11,263 5.25%$214,542 Density Factor Units/Acre OTAY RANCH VILLAGE 8 WEST SPA 5 FISCAL ANALYSIS City of Chula Vista Otay Ranch Village 8 West SPA Plan June, 2013 Final Draft Public Facilities Finance Plan Fiscal Impact Analysis 5-26 APPENDIX TABLE 8 ASSESSED VALUE ABSORPTION 1 Percentage of new AV, based on assumption made for Otay Ranch EUC SPA FIA. 2 Multi Family assumes 25% of total units are rental units, and 75% are ownership units, based on SPA FIA Framework, Table 11. 1 2 3 4 5 6 7 8 9 10 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 Income Producing Products ($000's) Retail (sq. ft.)$0 $0 $0 $0 $0 $1,856 $1,856 $1,856 $1,856 $1,856 Cumulative $0 $0 $0 $0 $0 $1,856 $3,712 $5,568 $7,424 $9,280 Office (sq. ft.)$0 $0 $0 $0 $0 $1,783 $1,783 $1,783 $1,783 $1,783 Cumulative $0 $0 $0 $0 $0 $1,783 $3,566 $5,348 $7,131 $8,914 Gross Non-Resi. Income Producing AV (Annual)$0 $0 $0 $0 $0 $3,639 $3,639 $3,639 $3,639 $3,639 Gross Non-Resi. Income Producing AV (Cumul.)$0 $0 $0 $0 $0 $3,639 $7,277 $10,916 $14,555 $18,194 Less Existing AV 1 $0 $0 $0 $0 $0 $546 $546 $546 $546 $546 Net New Non-Resi. Income Producing AV (Annual)$0 $0 $0 $0 $0 $3,093 $3,093 $3,093 $3,093 $3,093 Net New Non-Resi. Income Producing AV (Cumul.)$0 $0 $0 $0 $0 $3,093 $6,186 $9,279 $12,372 $15,465 Multi Family (rental) 2 $2,639 $2,639 $2,639 $2,639 $2,639 $8,839 $8,839 $8,839 $8,839 $8,839 Cumulative $2,639 $5,278 $7,917 $10,555 $13,194 $22,033 $30,873 $39,712 $48,551 $57,390 Gross Resi. Income Producing AV (Annual)$2,639 $2,639 $2,639 $2,639 $2,639 $12,478 $12,478 $12,478 $12,478 $12,478 Gross Resi. Income Producing AV (Cumul.)$2,639 $5,278 $7,917 $10,555 $13,194 $25,672 $38,150 $50,628 $63,106 $75,584 Less Existing AV 1 $10 $10 $10 $10 $10 $47 $47 $47 $47 $47 Net New Resi. Income Producing AV (Annual)$2,629 $2,629 $2,629 $2,629 $2,629 $12,430 $12,430 $12,430 $12,430 $12,430 Net New Resi. Income Producing AV (Cumul.)$2,629 $5,258 $7,886 $10,515 $13,144 $25,575 $38,005 $50,435 $62,866 $75,296 For-Sale Products ($000's) Single Family $10,261 $10,261 $10,261 $10,261 $10,261 $34,593 $34,593 $34,593 $34,593 $34,593 Cumulative $10,261 $20,521 $30,782 $41,042 $51,303 $85,896 $120,489 $155,082 $189,675 $224,267 Multi Family (Ownership) 2 $10,505 $10,505 $10,505 $10,505 $10,505 $35,189 $35,189 $35,189 $35,189 $35,189 Cumulative $10,505 $21,011 $31,516 $42,022 $52,527 $87,716 $122,905 $158,094 $193,283 $228,472 Gross For Sale AV (Annual)$20,766 $20,766 $20,766 $20,766 $20,766 $69,782 $69,782 $69,782 $69,782 $69,782 Gross For Sale AV (Cumul.)$20,766 $41,532 $62,298 $83,064 $103,830 $173,612 $243,394 $313,176 $382,957 $452,739 Less Existing AV 1 $79 $79 $79 $79 $79 $265 $265 $265 $265 $265 Net New For Sale AV (Annual)$20,687 $20,687 $20,687 $20,687 $20,687 $69,516 $69,516 $69,516 $69,516 $69,516 Net New For Sale AV (Cumul.)$20,687 $41,374 $62,061 $82,748 $103,435 $172,952 $242,468 $311,985 $381,501 $451,018 Total Net New AV (Annual)$23,316 $23,316 $23,316 $23,316 $23,316 $85,040 $85,040 $85,040 $85,040 $85,040 Total Net New AV (Cumul.)$23,316 $46,632 $69,948 $93,264 $116,580 $201,619 $286,659 $371,699 $456,739 $541,778 OTAY RANCH VILLAGE 8 WEST SPA 5 FISCAL ANALYSIS City of Chula Vista Otay Ranch Village 8 West SPA Plan June, 2013 Final Draft Public Facilities Finance Plan Fiscal Impact Analysis 5-27 APPENDIX TABLE 8--ASSESSED VALUE ABSORPTION, CONTINUED 1 Percentage of new AV, based on assumption made for Otay Ranch EUC SPA FIA. 2 Multi Family assumes 25% of total units are rental units, and 75% are ownership units, based on SPA FIA Framework, Table 11. Source: EUC SPA FIA, PMC 11 12 13 14 15 16 17 18 19 20 Total 2023 2024 2025 2026 2027 2028 2029 2030 2031 2032 Income Producing Products ($000's) Retail (sq. ft.)$6,960 $6,960 $6,960 $6,960 $6,960 $2,784 $2,784 $2,784 $2,784 $2,784 $57,998 Cumulative $16,239 $23,199 $30,159 $37,119 $44,078 $46,862 $49,646 $52,430 $55,214 $57,998 Office (sq. ft.)$0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $8,914 Cumulative $8,914 $8,914 $8,914 $8,914 $8,914 $8,914 $8,914 $8,914 $8,914 $8,914 Gross Non-Resi. Income Producing AV (Annual)$6,960 $6,960 $6,960 $6,960 $6,960 $2,784 $2,784 $2,784 $2,784 $2,784 $66,912 Gross Non-Resi. Income Producing AV (Cumul.)$25,153 $32,113 $39,073 $46,033 $52,992 $55,776 $58,560 $61,344 $64,128 $66,912 Less Existing AV 1 $1,044 $1,044 $1,044 $1,044 $1,044 $418 $418 $418 $418 $418 $10,037 Net New Non-Resi. Income Producing AV (Annual)$5,916 $5,916 $5,916 $5,916 $5,916 $2,366 $2,366 $2,366 $2,366 $2,366 $56,875 Net New Non-Resi. Income Producing AV (Cumul.)$21,380 $27,296 $33,212 $39,128 $45,044 $47,410 $49,776 $52,142 $54,509 $56,875 Multi Family (rental) 2 $3,851 $3,851 $3,851 $3,851 $3,851 $0 $0 $0 $0 $0 $76,645 Cumulative $61,241 $65,092 $68,943 $72,794 $76,645 $76,645 $76,645 $76,645 $76,645 $76,645 Gross Resi. Income Producing AV (Annual)$10,811 $10,811 $10,811 $10,811 $10,811 $2,784 $2,784 $2,784 $2,784 $2,784 $143,557 Gross Resi. Income Producing AV (Cumul.)$86,394 $97,205 $108,016 $118,827 $129,637 $132,421 $135,205 $137,989 $140,773 $143,557 Less Existing AV 1 $41 $41 $41 $41 $41 $11 $11 $11 $11 $11 $546 Net New Resi. Income Producing AV (Annual)$10,770 $10,770 $10,770 $10,770 $10,770 $2,773 $2,773 $2,773 $2,773 $2,773 $143,011 Net New Resi. Income Producing AV (Cumul.)$86,066 $96,835 $107,605 $118,375 $129,144 $131,918 $134,691 $137,464 $140,238 $143,011 For-Sale Products ($000's) Single Family $15,831 $15,831 $15,831 $15,831 $15,831 $0 $0 $0 $0 $0 $303,421 Cumulative $240,098 $255,929 $271,759 $287,590 $303,421 $303,421 $303,421 $303,421 $303,421 $303,421 Multi Family (Ownership) 2 $15,331 $15,331 $15,331 $15,331 $15,331 $0 $0 $0 $0 $0 $305,127 Cumulative $243,803 $259,134 $274,465 $289,796 $305,127 $305,127 $305,127 $305,127 $305,127 $305,127 Gross For Sale AV (Annual)$31,162 $31,162 $31,162 $31,162 $31,162 $0 $0 $0 $0 $0 $608,548 Gross For Sale AV (Cumul.)$483,901 $515,063 $546,224 $577,386 $608,548 $608,548 $608,548 $608,548 $608,548 $608,548 Less Existing AV 1 $118 $118 $118 $118 $118 $0 $0 $0 $0 $0 $2,314 Net New For Sale AV (Annual)$31,043 $31,043 $31,043 $31,043 $31,043 $0 $0 $0 $0 $0 $606,234 Net New For Sale AV (Cumul.)$482,061 $513,104 $544,147 $575,191 $606,234 $606,234 $606,234 $606,234 $606,234 $606,234 Total Net New AV (Annual)$47,729 $47,729 $47,729 $47,729 $47,729 $5,140 $5,140 $5,140 $5,140 $5,140 $806,120 Total Net New AV (Cumul.)$589,507 $637,236 $684,965 $732,693 $780,422 $785,562 $790,701 $795,841 $800,981 $806,120 OTAY RANCH VILLAGE 8 WEST SPA 5 FISCAL ANALYSIS City of Chula Vista Otay Ranch Village 8 West SPA Plan June, 2013 Final Draft Public Facilities Finance Plan Fiscal Impact Analysis 5-28 APPENDIX TABLE 9 PROPERTY TAX REVENUE ESTIMATES 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 2031 2032 Annual For Sale Products AV Increment ($000's)$20,687 $20,687 $20,687 $20,687 $20,687 $69,516 $69,516 $69,516 $69,516 $69,516 $31,043 $31,043 $31,043 $31,043 $31,043 $0 $0 $0 $0 $0 Annual Income Producing Products AV ($000's)$2,629 $2,629 $2,629 $2,629 $2,629 $15,523 $15,523 $15,523 $15,523 $15,523 $16,685 $16,685 $16,685 $16,685 $16,685 $5,140 $5,140 $5,140 $5,140 $5,140 APPRECIATION FACTOR: Year After Property First Sold Annual Rate Year 1 Year 2 Year 3 Year 4 Year 5 Year 6 Year 7 Year 8 Year 9 Year 10 Year 11 Year 12 Year 13 Year 14 Year 15 Year 16 Year 17 Year 18 Year 19 Year 20 Real Appreciation Rate @ 2%2.0%100%102%104%106%108%110%112%114%116%118%120%122%124%126%128%130%132%134%136%138% Inflation Rate @ 0%0.0%100%100%100%100%100%100%100%100%100%100%100%100%100%100%100%100%100%100%100%100% Proposition 13 AV Limitation less Inflation of 2%2.0%2%2%2%2%2%2%2%2%2%2%2%2%2%2%2%2%2%2%2%2% Income Products Annual Turnover Rate 5.0%5%5%5%5%5%5%5%5%5%5%5%5%5%5%5%5%5%5%5%5% For-Sale Products Annual Turnover Rate 10.0%10%10%10%10%10%10%10%10%10%10%10%10%10%10%10%10%10%10%10%10% Year 1 Year 2 Year 3 Year 4 Year 5 Year 6 Year 7 Year 8 Year 9 Year 10 Year 11 Year 12 Year 13 Year 14 Year 15 Year 16 Year 17 Year 18 Year 19 Year 20 For Sale Products YEAR PROPERTY FIRST SOLD: Year 1 $20,687 $21,101 $21,523 $21,953 $22,392 $22,840 $23,297 $23,763 $24,238 $24,723 $25,217 $25,722 $26,236 $26,761 $27,296 $27,842 $28,399 $28,967 $29,546 $30,137 Year 2 $21,101 $21,523 $21,953 $22,392 $22,840 $23,297 $23,763 $24,238 $24,723 $25,217 $25,722 $26,236 $26,761 $27,296 $27,842 $28,399 $28,967 $29,546 $30,137 Year 3 $21,515 $21,945 $22,384 $22,831 $23,288 $23,754 $24,229 $24,713 $25,208 $25,712 $26,226 $26,751 $27,286 $27,831 $28,388 $28,956 $29,535 $30,126 Year 4 $21,928 $22,367 $22,814 $23,270 $23,736 $24,211 $24,695 $25,189 $25,692 $26,206 $26,730 $27,265 $27,810 $28,367 $28,934 $29,513 $30,103 Year 5 $22,342 $22,789 $23,245 $23,710 $24,184 $24,667 $25,161 $25,664 $26,177 $26,701 $27,235 $27,780 $28,335 $28,902 $29,480 $30,069 Year 6 $76,468 $77,997 $79,557 $81,149 $82,772 $84,427 $86,116 $87,838 $89,595 $91,386 $93,214 $95,078 $96,980 $98,920 $100,898 Year 7 $77,858 $79,416 $81,004 $82,624 $84,276 $85,962 $87,681 $89,435 $91,224 $93,048 $94,909 $96,807 $98,743 $100,718 Year 8 $79,249 $80,834 $82,450 $84,099 $85,781 $87,497 $89,247 $91,032 $92,853 $94,710 $96,604 $98,536 $100,507 Year 9 $80,639 $82,252 $83,897 $85,575 $87,286 $89,032 $90,813 $92,629 $94,482 $96,371 $98,299 $100,265 Year 10 $82,029 $83,670 $85,343 $87,050 $88,791 $90,567 $92,378 $94,226 $96,111 $98,033 $99,993 Year 11 $37,252 $37,997 $38,757 $39,532 $40,323 $41,129 $41,952 $42,791 $43,647 $44,519 Year 12 $37,873 $38,630 $39,403 $40,191 $40,995 $41,815 $42,651 $43,504 $44,374 Year 13 $38,494 $39,264 $40,049 $40,850 $41,667 $42,500 $43,350 $44,217 Year 14 $39,114 $39,897 $40,695 $41,509 $42,339 $43,186 $44,049 Year 15 $39,735 $40,530 $41,341 $42,167 $43,011 $43,871 Year 16 $0 $0 $0 $0 $0 Year 17 $0 $0 $0 $0 Year 18 - - - Year 19 - - Year 20 - FOR SALE PRODUCTS ASSESSED VALUE (in $000's)$20,687 $42,202 $64,560 $87,780 $111,877 $190,583 $272,253 $356,947 $444,725 $535,649 $583,614 $633,159 $684,316 $737,116 $791,594 $807,426 $823,575 $840,046 $856,847 $873,984 OTAY RANCH VILLAGE 8 WEST SPA 5 FISCAL ANALYSIS City of Chula Vista Otay Ranch Village 8 West SPA Plan June, 2013 Final Draft Public Facilities Finance Plan Fiscal Impact Analysis 5-29 APPENDIX TABLE 9—PROPERTY TAX REVENUE ESTIMATES, CONTINUED 1 Reflects 1-year lag in Property Tax receipts Source: PMC Year 1 Year 2 Year 3 Year 4 Year 5 Year 6 Year 7 Year 8 Year 9 Year 10 Year 11 Year 12 Year 13 Year 14 Year 15 Year 16 Year 17 Year 18 Year 19 Year 20 Income Products 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 2031 2032 YEAR PROPERTY FIRST SOLD: Year 1 $2,629 $2,681 $2,735 $2,790 $2,846 $2,902 $2,960 $3,020 $3,080 $3,142 $3,205 $3,269 $3,334 $3,401 $3,469 $3,538 $3,609 $3,681 $3,755 $3,830 Year 2 $2,681 $2,735 $2,790 $2,846 $2,902 $2,960 $3,020 $3,080 $3,142 $3,205 $3,269 $3,334 $3,401 $3,469 $3,538 $3,609 $3,681 $3,755 $3,830 Year 3 $2,734 $2,789 $2,844 $2,901 $2,959 $3,019 $3,079 $3,140 $3,203 $3,267 $3,333 $3,399 $3,467 $3,537 $3,607 $3,680 $3,753 $3,828 Year 4 $2,787 $2,842 $2,899 $2,957 $3,016 $3,077 $3,138 $3,201 $3,265 $3,330 $3,397 $3,465 $3,534 $3,605 $3,677 $3,750 $3,825 Year 5 $2,839 $2,896 $2,954 $3,013 $3,073 $3,135 $3,197 $3,261 $3,326 $3,393 $3,461 $3,530 $3,601 $3,673 $3,746 $3,821 Year 6 $17,076 $17,417 $17,766 $18,121 $18,483 $18,853 $19,230 $19,615 $20,007 $20,407 $20,815 $21,231 $21,656 $22,089 $22,531 Year 7 $17,386 $17,734 $18,089 $18,450 $18,819 $19,196 $19,580 $19,971 $20,371 $20,778 $21,194 $21,617 $22,050 $22,491 Year 8 $17,697 $18,051 $18,412 $18,780 $19,155 $19,538 $19,929 $20,328 $20,734 $21,149 $21,572 $22,003 $22,444 Year 9 $18,007 $18,367 $18,735 $19,109 $19,491 $19,881 $20,279 $20,684 $21,098 $21,520 $21,950 $22,390 Year 10 $18,318 $18,684 $19,058 $19,439 $19,827 $20,224 $20,628 $21,041 $21,462 $21,891 $22,329 Year 11 $20,023 $20,423 $20,831 $21,248 $21,673 $22,107 $22,549 $23,000 $23,460 $23,929 Year 12 $20,356 $20,763 $21,179 $21,602 $22,034 $22,475 $22,924 $23,383 $23,851 Year 13 $20,690 $21,104 $21,526 $21,956 $22,395 $22,843 $23,300 $23,766 Year 14 $21,024 $21,444 $21,873 $22,310 $22,757 $23,212 $23,676 Year 15 $21,357 $21,785 $22,220 $22,665 $23,118 $23,580 Year 16 $6,682 $6,815 $6,951 $7,090 $7,232 Year 17 $6,784 $6,920 $7,058 $7,200 Year 18 $6,887 $7,025 $7,165 Year 19 $6,990 $7,130 Year 20 $7,093 INCOME PRODUCTS ASSESSED VALUE (in $000's)$2,629 $5,363 $8,204 $11,155 $14,217 $31,577 $49,595 $68,283 $87,656 $107,726 $129,903 $152,858 $176,605 $201,161 $226,541 $237,754 $249,293 $261,166 $273,379 $285,939 TOTAL ASSESSED VALUE (in $000's) Residential and Commercial $23,316 $47,564 $72,764 $98,934 $126,094 $222,160 $321,848 $425,230 $532,381 $643,375 $713,517 $786,017 $860,921 $938,277 $1,018,135 $1,045,180 $1,072,868 $1,101,212 $1,130,226 $1,159,923 TOTAL PROPERTY TAXES COLLECTED 1 ($000s) @ 1%1.00%$233 $476 $728 $989 $1,261 $2,222 $3,218 $4,252 $5,324 $6,434 $7,135 $7,860 $8,609 $9,383 $10,181 $10,452 $10,729 $11,012 $11,302 ANNUAL INCREMENTAL PROPERTY TAXES TO THE CITY Potential Share to Chula Vista Gen. Fund @ 10.84%10.84%$0 $25,274 $51,560 $78,876 $107,245 $136,686 $240,821 $348,883 $460,949 $577,101 $697,419 $773,453 $852,042 $933,238 $1,017,092 $1,103,659 $1,132,975 $1,162,988 $1,193,714 $1,225,165 OTAY RANCH VILLAGE 8 WEST SPA 5 FISCAL ANALYSIS City of Chula Vista Otay Ranch Village 8 West SPA Plan June, 2013 Final Draft Public Facilities Finance Plan Fiscal Impact Analysis 5-30 APPENDIX TABLE 10 PROPERTY TRANSFER TAX 1 $0.55 for every $1,000 of real property sale value 2 One year time lag Source: PMC 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 2031 2032 Annual For Sale Products AV Increment ($000's)$20,687 $20,687 $20,687 $20,687 $20,687 $69,516 $69,516 $69,516 $69,516 $69,516 $31,043 $31,043 $31,043 $31,043 $31,043 $0 $0 $0 $0 $0 Annual Income Producing Products AV ($000's)$2,629 $2,629 $2,629 $2,629 $2,629 $15,523 $15,523 $15,523 $15,523 $15,523 $16,685 $16,685 $16,685 $16,685 $16,685 $5,140 $5,140 $5,140 $5,140 $5,140 APPRECIATION FACTOR: Year After Property First Sold 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 Real Appreciation Rate @2%100%102%104%106%108%110%112%114%116%118%120%122%124%126%128%130%132%134%136%138% Inflation Rate @ 0% Income Producing Products Turnover 5%5%5%5%5%5%5%5%5%5%5%5%5%5%5%5%5%5%5%5% For Sale Products Turnover 10%10%10%10%10%10%10%10%10%10%10%10%10%10%10%10%10%10%10%10% Transfer Tax Rate ($0.55 per $1,000 AV) 1 Real Property Transfer Tax1 (including annual turnovers) in $000s 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 For Sale Products YEAR PROPERTY FIRST SOLD: Year 1 $11,378 $1,161 $1,183 $1,206 $1,229 $1,252 $1,274 $1,297 $1,320 $1,343 $1,365 $1,388 $1,411 $1,434 $1,456 $1,479 $1,502 $1,525 $1,547 $1,570 Year 2 $11,605 $1,183 $1,206 $1,229 $1,252 $1,274 $1,297 $1,320 $1,343 $1,365 $1,388 $1,411 $1,434 $1,456 $1,479 $1,502 $1,525 $1,547 $1,570 Year 3 $11,833 $1,206 $1,229 $1,252 $1,274 $1,297 $1,320 $1,343 $1,365 $1,388 $1,411 $1,434 $1,456 $1,479 $1,502 $1,525 $1,547 $1,570 Year 4 $12,061 $1,229 $1,252 $1,274 $1,297 $1,320 $1,343 $1,365 $1,388 $1,411 $1,434 $1,456 $1,479 $1,502 $1,525 $1,547 $1,570 Year 5 $12,288 $1,252 $1,274 $1,297 $1,320 $1,343 $1,365 $1,388 $1,411 $1,434 $1,456 $1,479 $1,502 $1,525 $1,547 $1,570 Year 6 $42,057 $4,282 $4,359 $4,435 $4,512 $4,588 $4,665 $4,741 $4,817 $4,894 $4,970 $5,047 $5,123 $5,200 $5,276 Year 7 $42,822 $4,359 $4,435 $4,512 $4,588 $4,665 $4,741 $4,817 $4,894 $4,970 $5,047 $5,123 $5,200 $5,276 Year 8 $43,587 $4,435 $4,512 $4,588 $4,665 $4,741 $4,817 $4,894 $4,970 $5,047 $5,123 $5,200 $5,276 Year 9 $44,352 $4,512 $4,588 $4,665 $4,741 $4,817 $4,894 $4,970 $5,047 $5,123 $5,200 $5,276 Year 10 $45,116 $4,588 $4,665 $4,741 $4,817 $4,894 $4,970 $5,047 $5,123 $5,200 $5,276 Year 11 $20,489 $2,083 $2,117 $2,151 $2,185 $2,220 $2,254 $2,288 $2,322 $2,356 Year 12 $20,830 $2,117 $2,151 $2,185 $2,220 $2,254 $2,288 $2,322 $2,356 Year 13 $20,830 $2,151 $2,185 $2,220 $2,254 $2,288 $2,322 $2,356 Year 14 $21,513 $2,185 $2,220 $2,254 $2,288 $2,322 $2,356 Year 15 $21,854 $2,220 $2,254 $2,288 $2,322 $2,356 Year 16 $0 $0 $0 $0 $0 Year 17 $0 $0 $0 $0 Year 18 $0 $0 $0 Year 19 $0 $0 Year 20 $0 For Sale Products $11,378 $12,766 $14,200 $15,679 $17,203 $48,315 $53,476 $58,790 $64,256 $69,876 $50,256 $53,176 $55,824 $59,222 $62,348 $43,346 $44,013 $44,679 $45,346 $46,013 For Sale Products Property Transfer Tax (with lag period) 2 $11,378 $12,766 $14,200 $15,679 $17,203 $48,315 $53,476 $58,790 $64,256 $69,876 $50,256 $53,176 $55,824 $59,222 $62,348 $43,346 $44,013 $44,679 $45,346 OTAY RANCH VILLAGE 8 WEST SPA 5 FISCAL ANALYSIS City of Chula Vista Otay Ranch Village 8 West SPA Plan June, 2013 Final Draft Public Facilities Finance Plan Fiscal Impact Analysis 5-31 APPENDIX TABLE 10—PROPERTY TRANSFER TAX, CONTINUED 1 $0.55 for every $1,000 of real property sale value 2 One year time lag Source: PMC Year 1 Year 2 Year 3 Year 4 Year 5 Year 6 Year 7 Year 8 Year 9 Year 10 Year 11 Year 12 Year 13 Year 14 Year 15 Year 16 Year 17 Year 18 Year 19 Year 20 Income Products ($000s)2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 2031 2032 YEAR PROPERTY FIRST SOLD: Year 1 $1,446 $74 $75 $77 $78 $80 $81 $82 $84 $85 $87 $88 $90 $91 $93 $94 $95 $97 $98 $100 Year 2 $1,475 $75 $77 $78 $80 $81 $82 $84 $85 $87 $88 $90 $91 $93 $94 $95 $97 $98 $100 Year 3 $1,504 $77 $78 $80 $81 $82 $84 $85 $87 $88 $90 $91 $93 $94 $95 $97 $98 $100 Year 4 $1,533 $78 $80 $81 $82 $84 $85 $87 $88 $90 $91 $93 $94 $95 $97 $98 $100 Year 5 $1,562 $80 $81 $82 $84 $85 $87 $88 $90 $91 $93 $94 $95 $97 $98 $100 Year 6 $9,392 $478 $487 $495 $504 $512 $521 $529 $538 $546 $555 $563 $572 $581 $589 Year 7 $9,562 $487 $495 $504 $512 $521 $529 $538 $546 $555 $563 $572 $581 $589 Year 8 $9,733 $495 $504 $512 $521 $529 $538 $546 $555 $563 $572 $581 $589 Year 9 $9,904 $504 $512 $521 $529 $538 $546 $555 $563 $572 $581 $589 Year 10 $10,075 $512 $521 $529 $538 $546 $555 $563 $572 $581 $589 Year 11 $11,012 $560 $569 $578 $587 $597 $606 $615 $624 $633 Year 12 $11,196 $569 $578 $587 $597 $606 $615 $624 $633 Year 13 $11,379 $578 $587 $597 $606 $615 $624 $633 Year 14 $11,563 $587 $597 $606 $615 $624 $633 Year 15 $11,747 $597 $606 $615 $624 $633 Year 16 $3,675 $187 $189 $192 $195 Year 17 $3,731 $189 $192 $195 Year 18 $3,788 $192 $195 Year 19 $3,844 $195 Year 20 $3,901 Income Products $1,446 $1,549 $1,654 $1,762 $1,874 $9,789 $10,445 $11,119 $11,809 $12,516 $14,008 $14,801 $15,612 $16,442 $17,291 $9,902 $10,241 $10,586 $10,936 $11,292 Income Products Property Transfer Tax (with Lag)2 $1,446 $1,549 $1,654 $1,762 $1,874 $9,789 $10,445 $11,119 $11,809 $12,516 $14,008 $14,801 $15,612 $16,442 $17,291 $9,902 $10,241 $10,586 $10,936 TOTAL ANNUAL PROPERTY TRANSFER TAX $0 $12,824 $14,315 $15,854 $17,441 $19,077 $58,105 $63,921 $69,908 $76,065 $82,392 $64,263 $67,977 $71,436 $75,665 $79,639 $53,248 $54,254 $55,265 $56,282 OTAY RANCH VILLAGE 8 WEST SPA 5 FISCAL ANALYSIS City of Chula Vista Otay Ranch Village 8 West SPA Plan June, 2013 Final Draft Public Facilities Finance Plan Fiscal Impact Analysis 5-32 APPENDIX TABLE 11 MOTOR VEHICLE FEE REVENUES 1 Estimates based on updated dwelling unit inventory provided by City and persons per household assumptions from SPA FIA Framework. 2 Per capita figure from latest available estimate for FY 2010-11 from californiacityfinance.com 3 Applying the Citywide assessed value growth rate (includes AV growth from the project) to MVLF. Source: SPA FIA Framework, City of Chula Vista, California Local Government Finance Almanac, PMC VLF Revenues Current City Population1 226,664 Current Allocation of 0.65% VLF =$0 Per Capita VLF Allocation 2 =$0.00 1 2 3 4 5 6 7 8 9 10 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 SPA Population Growth 197 394 591 787 984 1,645 2,306 2,967 3,628 4,289 VLF Revenues Attributed to SPA $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 Property Tax In-lieu of Motor Vehicle In Lieu Fees (MVLF) Adjustment3 Base Year (2004) Assessed Valuation of the City ($000) =$15,596,196 Base Year (2004) Property Tax In Lieu of MVLF ($000) =$11,832 1 2 3 4 5 6 7 8 9 10 Cumulative Net AV of New Developments ($000s)$23,316 $46,632 $69,948 $93,264 $116,580 $201,619 $286,659 $371,699 $456,739 $541,778 Cumulative Citywide AV Growth ($000s)$15,619,512 $15,642,828 $15,666,144 $15,689,460 $15,712,776 $15,797,815 $15,882,855 $15,967,895 $16,052,935 $16,137,974 Percent Increase in AV 0.149%0.298%0.446%0.594%0.742%1.276%1.805%2.328%2.845%3.357% Cumulative Citywide In-lieu 3 ($000s)$11,850 $11,867 $11,885 $11,902 $11,920 $11,983 $12,046 $12,107 $12,169 $12,229 Annual Property Tax in Lieu Adjustment Attributed To SPA $17,662 $35,272 $52,829 $70,334 $87,786 $151,006 $213,548 $275,424 $336,644 $397,220 TOTAL ANNUAL VLF REVENUES $17,662 $35,272 $52,829 $70,334 $87,786 $151,006 $213,548 $275,424 $336,644 $397,220 OTAY RANCH VILLAGE 8 WEST SPA 5 FISCAL ANALYSIS City of Chula Vista Otay Ranch Village 8 West SPA Plan June, 2013 Final Draft Public Facilities Finance Plan Fiscal Impact Analysis 5-33 APPENDIX TABLE 11—MOTOR VEHICLE TAX, CONTINUED 1 Estimates based on updated dwelling unit inventory provided by City and persons per household assumptions from SPA FIA Framework. 2 Per capita figure from latest available estimate for FY 2010-11 from californiacityfinance.com 3 Applying the Citywide assessed value growth rate (includes AV growth from the project) to MVLF. Source: SPA FIA Framework, City of Chula Vista, California Local Government Finance Almanac, PMC 11 12 13 14 15 16 17 18 19 20 2023 2024 2025 2026 2027 2028 2029 2030 2031 2032 SPA Population Growth 4,582 4,875 5,168 5,462 5,755 5,755 5,755 5,755 5,755 5,755 VLF Revenues Attributed to SPA $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 Property Tax In-lieu of Motor Vehicle In Lieu Fees (MVLF) Adjustment3 Base Year (2004) Assessed Valuation of the City ($000) =$15,596,196 Base Year (2004) Property Tax In Lieu of MVLF ($000) =$11,832 11 12 13 14 15 16 17 18 19 20 Cumulative Net AV of New Developments ($000s)$589,507 $637,236 $684,965 $732,693 $780,422 $785,562 $790,701 $795,841 $800,981 $806,120 Cumulative Citywide AV Growth ($000s)$16,185,703 $16,233,432 $16,281,161 $16,328,889 $16,376,618 $16,381,758 $16,386,897 $16,392,037 $16,397,177 $16,402,316 Percent Increase in AV 3.642%3.925%4.207%4.487%4.765%4.795%4.825%4.855%4.885%4.915% Cumulative Citywide In-lieu 3 ($000s)$12,263 $12,296 $12,330 $12,363 $12,396 $12,399 $12,403 $12,406 $12,410 $12,414 Annual Property Tax in Lieu Adjustment Attributed To SPA $430,939 $464,460 $497,784 $530,913 $563,850 $567,385 $570,918 $574,449 $577,978 $581,504 TOTAL ANNUAL VLF REVENUES $430,939 $464,460 $497,784 $530,913 $563,850 $567,385 $570,918 $574,449 $577,978 $581,504 OTAY RANCH VILLAGE 8 WEST SPA 5 FISCAL ANALYSIS City of Chula Vista Otay Ranch Village 8 West SPA Plan June, 2013 Final Draft Public Facilities Finance Plan Fiscal Impact Analysis 5-34 APPENDIX TABLE 12 ESTIMATED ON-SITE RETAIL SALES TAXES Source: PMC, SPA FIA Framework 1 2 3 4 5 6 7 8 9 10 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 Retail SF (ksf)0 0 0 0 0 8 16 24 32 40 Retail by Type Percent of Type Neighborhood Center 90%- - - - - 7 14 22 29 36 Community Center 10%- - - - - 1 2 2 3 4 Regional Center 0%- - - - - - - - - - Super Regional Center 0%- - - - - - - - - - Other Centers 0%- - - - - - - - - - On-Site Sales ($000's)Sales per sq. ft. Neighborhood Center $300 $0 $0 $0 $0 $0 $2,160 $4,320 $6,480 $8,640 $10,800 Community Center $250 $0 $0 $0 $0 $0 $200 $400 $600 $800 $1,000 Regional Center $250 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 Super Regional Center $300 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 Other Centers $275 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 On-Site Sales Adjusted for Transfers ($000's)Transfer Adjustment Neighborhood Center 90%$0 $0 $0 $0 $0 $1,944 $3,888 $5,832 $7,776 $9,720 Community Center 75%$0 $0 $0 $0 $0 $150 $300 $450 $600 $750 Regional Center 70%$0 $0 $0 $0 $0 $0 $0 $0 $0 $0 Super Regional Center 75%$0 $0 $0 $0 $0 $0 $0 $0 $0 $0 Other Centers 75%$0 $0 $0 $0 $0 $0 $0 $0 $0 $0 Taxable Retail Sales ($000s) Percent of Sales Taxable Neighborhood Center 64%$0 $0 $0 $0 $0 $1,244 $2,488 $3,732 $4,977 $6,221 Community Center 77%$0 $0 $0 $0 $0 $116 $231 $347 $462 $578 Regional Center 97%$0 $0 $0 $0 $0 $0 $0 $0 $0 $0 Super Regional Center 100%$0 $0 $0 $0 $0 $0 $0 $0 $0 $0 Other Centers 97%$0 $0 $0 $0 $0 $0 $0 $0 $0 $0 Total Taxable Retail Sales ($000s)$0 $0 $0 $0 $0 $1,360 $2,719 $4,079 $5,439 $6,798 Annual Sales Taxes to the City @ 1%$0 $0 $0 $0 $0 $13,597 $27,193 $40,790 $54,386 $67,983 OTAY RANCH VILLAGE 8 WEST SPA 5 FISCAL ANALYSIS City of Chula Vista Otay Ranch Village 8 West SPA Plan June, 2013 Final Draft Public Facilities Finance Plan Fiscal Impact Analysis 5-35 APPENDIX TABLE 12-- ESTIMATED ON-SITE RETAIL SALES TAXES, CONTINUED Source: PMC, SPA FIA Framework 11 12 13 14 15 16 17 18 19 20 2023 2024 2025 2026 2027 2028 2029 2030 2031 2032 Retail SF (ksf)70 100 130 160 190 202 214 226 238 250 Retail by Type Neighborhood Center 63 90 117 144 171 182 193 203 214 225 Community Center 7 10 13 16 19 20 21 23 24 25 Regional Center - - - - - - - - - - Super Regional Center - - - - - - - - - - Other Centers - - - - - - - - - - On-Site Sales ($000's) Neighborhood Center $18,900 $27,000 $35,100 $43,200 $51,300 $54,540 $57,780 $61,020 $64,260 $67,500 Community Center $1,750 $2,500 $3,250 $4,000 $4,750 $5,050 $5,350 $5,650 $5,950 $6,250 Regional Center $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 Super Regional Center $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 Other Centers $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 On-Site Sales Adjusted for Transfers ($000's) Neighborhood Center $17,010 $24,300 $31,590 $38,880 $46,170 $49,086 $52,002 $54,918 $57,834 $60,750 Community Center $1,313 $1,875 $2,438 $3,000 $3,563 $3,788 $4,013 $4,238 $4,463 $4,688 Regional Center $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 Super Regional Center $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 Other Centers $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 Taxable Retail Sales ($000s) Neighborhood Center $10,886 $15,552 $20,218 $24,883 $29,549 $31,415 $33,281 $35,148 $37,014 $38,880 Community Center $1,011 $1,444 $1,877 $2,310 $2,743 $2,916 $3,090 $3,263 $3,436 $3,609 Regional Center $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 Super Regional Center $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 Other Centers $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 Total Taxable Retail Sales ($000s)$11,897 $16,996 $22,094 $27,193 $32,292 $34,331 $36,371 $38,410 $40,450 $42,489 Annual Sales Taxes to the City @ $118,970 $169,958 $220,945 $271,932 $322,919 $343,314 $363,709 $384,104 $404,499 $424,894 OTAY RANCH VILLAGE 8 WEST SPA 5 FISCAL ANALYSIS City of Chula Vista Otay Ranch Village 8 West SPA Plan June, 2013 Final Draft Public Facilities Finance Plan Fiscal Impact Analysis 5-36 APPENDIX TABLE 13 ESTIMATED OFF-SITE RETAIL SALES TAXES 1 Household incomes derived from assumptions for minimum qualifying income for mortgage approval and minimum income for rent payments per SPA Framework (see Appendix Table 17). 2 Assumes spending of $5.00 per employee per day for 235 work days, per the SPA FIA Framework. Source: SPA FIA Framework, PMC Average HH Incomes 1 Single Family $105,561 Multi Family Ownership $65,624 Rental $47,880 1 2 3 4 5 6 7 8 9 10 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 Households Single Family 21 42 63 84 105 176 247 317 388 459 Multi Family 49 98 148 197 246 411 576 740 905 1,070 -- Ownership 75%37 74 111 148 185 308 432 555 679 803 -- Rental 25%12 25 37 49 62 103 144 185 226 268 Total Units 70 140 211 281 351 587 822 1,058 1,293 1,529 Total Employees 0 0 0 0 0 41 81 122 163 203 Aggregate Incomes ($000's)$5,227 $10,454 $15,682 $20,909 $26,136 $43,694 $61,251 $78,808 $96,366 $113,923 Countywide Income/HH $74,000 Countywide Retail Exp/HH $30,000 Retail Expenditure/HH Adj. Factor for SPA, Single Family 142.7%$42,000 Retail Expenditure/HH Adj. Factor for SPA, Multifam. Owner 88.7%$26,000 Retail Expenditure/HH Adj. Factor for SPA, Multifam. Rental 64.7%$19,000 Gross Retail Sales from SPA Residents ($000s) Neighborhood Center 33%$685 $1,370 $2,054 $2,739 $3,424 $5,724 $8,024 $10,324 $12,624 $14,924 Community Center 20%$415 $830 $1,245 $1,660 $2,075 $3,469 $4,863 $6,257 $7,651 $9,045 Regional Center 4%$83 $166 $249 $332 $415 $694 $973 $1,251 $1,530 $1,809 Super Regional Center 7%$145 $291 $436 $581 $726 $1,214 $1,702 $2,190 $2,678 $3,166 Other Centers 36%$747 $1,494 $2,241 $2,988 $3,735 $6,244 $8,754 $11,263 $13,772 $16,281 Chula Vista (off-site)2 Capture ($000s) Neighborhood Center 10%$68 $137 $205 $274 $342 $572 $802 $1,032 $1,262 $1,492 Community Center 20%$83 $166 $249 $332 $415 $694 $973 $1,251 $1,530 $1,809 Regional Center 30%$25 $50 $75 $100 $125 $208 $292 $375 $459 $543 Super Regional Center 70%$102 $203 $305 $407 $508 $850 $1,191 $1,533 $1,875 $2,216 Other Centers 40%$299 $598 $896 $1,195 $1,494 $2,498 $3,501 $4,505 $5,509 $6,512 Gross Retail Sales from SPA Employees ($000s) Annual Expenditure/Employee 3 $1,175 Neighborhood Center 60%$0 $0 $0 $0 $0 $29 $57 $86 $115 $143 Community Center 20%$0 $0 $0 $0 $0 $10 $19 $29 $38 $48 Regional Center 0%$0 $0 $0 $0 $0 $0 $0 $0 $0 $0 Super Regional Center 0%$0 $0 $0 $0 $0 $0 $0 $0 $0 $0 Other Centers 20%$0 $0 $0 $0 $0 $10 $19 $29 $38 $48 Taxable Retail Sales ($000s) % Taxable Neighborhood Center 64%$44 $88 $131 $175 $219 $385 $550 $716 $881 $1,047 Community Center 77%$64 $128 $192 $256 $320 $542 $764 $986 $1,208 $1,430 Regional Center 97%$24 $48 $72 $97 $121 $202 $283 $364 $445 $526 Super Regional Center 100%$102 $203 $305 $407 $508 $850 $1,191 $1,533 $1,875 $2,216 Other Centers 97%$290 $580 $870 $1,159 $1,449 $2,432 $3,415 $4,398 $5,381 $6,363 Total Taxable Retail Sales ($000s)$523 $1,047 $1,570 $2,094 $2,617 $4,410 $6,203 $7,996 $9,790 $11,583 Annual Sales Taxes to the City @ 1%$5,234 $10,468 $15,703 $20,937 $26,171 $44,102 $62,033 $79,964 $97,895 $115,826 OTAY RANCH VILLAGE 8 WEST SPA 5 FISCAL ANALYSIS City of Chula Vista Otay Ranch Village 8 West SPA Plan June, 2013 Final Draft Public Facilities Finance Plan Fiscal Impact Analysis 5-37 APPENDIX TABLE 13-- ESTIMATED OFF-SITE RETAIL SALES TAXES, CONTINUED 1 Household incomes derived from assumptions for minimum qualifying income for mortgage approval and minimum income for rent payments per SPA Framework (see Appendix Table 17). 2 Assumes spending of $5.00 per employee per day for 235 work days, per the SPA FIA Framework. Source: SPA FIA Framework, PMC 11 12 13 14 15 16 17 18 19 20 2023 2024 2025 2026 2027 2028 2029 2030 2031 2032 Households Single Family 491 524 556 589 621 621 621 621 621 621 Multi Family 1,142 1,214 1,285 1,357 1,429 1,429 1,429 1,429 1,429 1,429 -- Ownership 856 910 964 1,018 1,072 1,072 1,072 1,072 1,072 1,072 -- Rental 285 303 321 339 357 357 357 357 357 357 Total Units 1,633 1,737 1,842 1,946 2,050 2,050 2,050 2,050 2,050 2,050 Total Employees 250 297 344 391 438 457 476 494 513 532 Aggregate Incomes ($000's)$121,737 $129,550 $137,364 $145,177 $152,991 $152,991 $152,991 $152,991 $152,991 $152,991 Countywide Income/HH Countywide Retail Exp/HH Retail Expenditure/HH Adj. Factor for SPA, Single Family Retail Expenditure/HH Adj. Factor for SPA, Multifam. Owner Retail Expenditure/HH Adj. Factor for SPA, Multifam. Rental Gross Retail Sales from SPA Residents ($000s) Neighborhood Center $15,948 $16,972 $17,995 $19,019 $20,043 $20,043 $20,043 $20,043 $20,043 $20,043 Community Center $9,665 $10,286 $10,906 $11,527 $12,147 $12,147 $12,147 $12,147 $12,147 $12,147 Regional Center $1,933 $2,057 $2,181 $2,305 $2,429 $2,429 $2,429 $2,429 $2,429 $2,429 Super Regional Center $3,383 $3,600 $3,817 $4,034 $4,251 $4,251 $4,251 $4,251 $4,251 $4,251 Other Centers $17,398 $18,515 $19,631 $20,748 $21,865 $21,865 $21,865 $21,865 $21,865 $21,865 Chula Vista (off-site)2 Capture ($000s) Neighborhood Center $1,595 $1,697 $1,800 $1,902 $2,004 $2,004 $2,004 $2,004 $2,004 $2,004 Community Center $1,933 $2,057 $2,181 $2,305 $2,429 $2,429 $2,429 $2,429 $2,429 $2,429 Regional Center $580 $617 $654 $692 $729 $729 $729 $729 $729 $729 Super Regional Center $2,368 $2,520 $2,672 $2,824 $2,976 $2,976 $2,976 $2,976 $2,976 $2,976 Other Centers $6,959 $7,406 $7,853 $8,299 $8,746 $8,746 $8,746 $8,746 $8,746 $8,746 Gross Retail Sales from SPA Employees ($000s) Annual Expenditure/Employee 3 Neighborhood Center $176 $210 $243 $276 $309 $322 $335 $349 $362 $375 Community Center $59 $70 $81 $92 $103 $107 $112 $116 $121 $125 Regional Center $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 Super Regional Center $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 Other Centers $59 $70 $81 $92 $103 $107 $112 $116 $121 $125 Taxable Retail Sales ($000s) Neighborhood Center $1,134 $1,220 $1,307 $1,394 $1,480 $1,489 $1,497 $1,506 $1,514 $1,523 Community Center $1,534 $1,638 $1,742 $1,846 $1,950 $1,953 $1,957 $1,960 $1,963 $1,967 Regional Center $563 $599 $635 $671 $707 $707 $707 $707 $707 $707 Super Regional Center $2,368 $2,520 $2,672 $2,824 $2,976 $2,976 $2,976 $2,976 $2,976 $2,976 Other Centers $6,807 $7,251 $7,695 $8,139 $8,583 $8,588 $8,592 $8,596 $8,600 $8,605 Total Taxable Retail Sales ($000s)$12,405 $13,228 $14,051 $14,874 $15,697 $15,713 $15,729 $15,745 $15,761 $15,777 Annual Sales Taxes to the City @ $124,054 $132,282 $140,510 $148,738 $156,966 $157,128 $157,289 $157,451 $157,612 $157,774 OTAY RANCH VILLAGE 8 WEST SPA 5 FISCAL ANALYSIS City of Chula Vista Otay Ranch Village 8 West SPA Plan June, 2013 Final Draft Public Facilities Finance Plan Fiscal Impact Analysis 5-38 APPENDIX TABLE 14 OTHER DISCRETIONARY REVENUE ALLOCATION FACTORS 1 Employees estimated based on proportion of developed acres and employment derived for SPA FIA Framework. 2 Assessed Value shares from EUC SPA Plan. Source: City of Chula Vista FY 2010-11 Adopted Budget, PMC Current Citywide Conditions Population 226,664 Dwelling Units 78,615 Employees 41,711 Land Uses Developed Acres Employees 1 AV Share 2 (estimated) Retail 1,002 18,175 19% Office 259 4,705 6% Industrial 842 16,002 8% Residential 9,565 67% Subtotal Taxable 11,668 38,882 Other (Parks, Public/Quasi-Public, Open Space)8,005 2,829 Total 19,673 41,711 Incremental Revenue Factors by Development Unit Revenue Category Current Revenues Allocation Method Share Allocation Units Property Taxes Current Taxes - Secured $21,809,722 Calculated Separately - State Secured - Unitary $493,425 Retail AV 19%$91.28 Acre Office AV 6%$123.16 Acre Industrial AV 8%$46.89 Acre Residential AV 67%$34.56 Acre Current Taxes - Unsecured $930,000 Retail AV 19%$172.04 Acre Office AV 6%$232.13 Acre Industrial AV 8%$88.38 Acre Residential AV 67%$65.14 Acre Delinquent Taxes $840,000 Retail AV 19%$155.39 Acre Office AV 6%$209.67 Acre Industrial AV 8%$79.83 Acre Residential AV 67%$58.84 Acre Other Local Taxes Sales and Use Taxes $23,633,851 Calculated Separately Franchise Fees $7,652,012 Retail Land 5%$396.36 Acre Office Land 2%$534.79 Acre Industrial Land 3%$272.70 Acre Residential Land 90%$720.01 Acre Utility Taxes 3 $4,027,760 Retail Land 7%$268.24 Acre Office Land 2%$361.92 Acre Industrial Land 4%$191.38 Acre Residential Land 87%$366.36 Acre Business License Tax $1,190,000 Employees (Non-Public)$30.61 Employee Real Property Transfer Tax $841,402 Calculated Separately - Revenues from other Agencies Sales Tax: Public Safety Augment $690,717 People $3.05 Person State Homeowners Property Tax Relief $255,000 Dwelling Units $3.24 DU State Motor Vehicle Licenses $16,933,500 TOTAL CITYWIDE BUDGETED DISCRETIONARY REVENUES PERTINENT TO PROJECT AREA $79,297,389 Calculated Separately see Table A-11 OTAY RANCH VILLAGE 8 WEST SPA 5 FISCAL ANALYSIS City of Chula Vista Otay Ranch Village 8 West SPA Plan June, 2013 Final Draft Public Facilities Finance Plan Fiscal Impact Analysis 5-39 APPENDIX TABLE 15 INCREMENTAL REVENUE SUMMARY IN 2013 DOLLARS 1 Retail and Office square footage is converted to acres using the FARs found in the Employment Density Factor Table A-3. 2 Residential units are converted to acres based on phasing of housing units as a proportion of total units, and then multiplyi ng by total acres. Source: PMC Revenue Drivers 1 2 3 4 5 6 7 8 9 10 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 Population (Persons)197 394 591 787 984 1,645 2,306 2,967 3,628 4,289 Private Employment (Employees)0 0 0 0 0 41 81 122 163 203 Dwelling Units 70 140 211 281 351 587 822 1,058 1,293 1,529 Retail Land (acres) 1 0 0 0 0 0 1 1 2 3 3 Office Land (acres) 1 0 0 0 0 0 0 1 1 2 2 Residential Land (acres) 2 4 9 13 18 22 37 53 68 83 98 Annual Revenues ($000's) Population (Persons)$3.05 $0.6 $1.2 $1.8 $2.4 $3.0 $5.0 $7.0 $9.0 $11.1 $13.1 Private Employment (Employees)$30.61 $0.0 $0.0 $0.0 $0.0 $0.0 $1.2 $2.5 $3.7 $5.0 $6.2 Dwelling Units $3.24 $0.2 $0.5 $0.7 $0.9 $1.1 $1.9 $2.7 $3.4 $4.2 $5.0 Retail Land (Acres)$1,083 $0.0 $0.0 $0.0 $0.0 $0.0 $0.7 $1.4 $2.1 $2.7 $3.4 Office Land (Acres)$1,462 $0.0 $0.0 $0.0 $0.0 $0.0 $0.6 $1.2 $1.8 $2.4 $2.9 Residential Land (Acres)$1,245 $5.6 $11.2 $16.7 $22.3 $27.9 $46.6 $65.4 $84.1 $102.9 $121.6 Property Taxes $0.0 $25.3 $51.6 $78.9 $107.2 $136.7 $240.8 $348.9 $460.9 $577.1 Property Transfer Taxes $0.0 $12.8 $14.3 $15.9 $17.4 $19.1 $58.1 $63.9 $69.9 $76.1 VLF Revenues $17.7 $35.3 $52.8 $70.3 $87.8 $151.0 $213.5 $275.4 $336.6 $397.2 Sales and Use Taxes $5.2 $10.5 $15.7 $20.9 $26.2 $57.7 $89.2 $120.8 $152.3 $183.8 Total Revenues ($000s)$29.3 $96.7 $153.6 $211.6 $270.7 $420.6 $681.8 $913.1 $1,148.0 $1,386.4 Revenue Factors OTAY RANCH VILLAGE 8 WEST SPA 5 FISCAL ANALYSIS City of Chula Vista Otay Ranch Village 8 West SPA Plan June, 2013 Final Draft Public Facilities Finance Plan Fiscal Impact Analysis 5-40 APPENDIX TABLE 15-- INCREMENTAL REVENUE SUMMARY IN 2013 DOLLARS, CONTINUED 1 Retail and Office square footage is converted to acres using the FARs found in the Employment Density Factor Table A-3. 2 Residential units are converted to acres based on phasing of housing units as a proportion of total units, and then multiplyi ng by total acres. Source: PMC Revenue Drivers 11 12 13 14 15 16 17 18 19 20 2023 2024 2025 2026 2027 2028 2029 2030 2031 2032 Population (Persons)4,582 4,875 5,168 5,462 5,755 5,755 5,755 5,755 5,755 5,755 Private Employment (Employees)250 297 344 391 438 457 476 494 513 532 Dwelling Units 1,633 1,737 1,842 1,946 2,050 2,050 2,050 2,050 2,050 2,050 Retail Land (acres) 1 6 8 10 13 15 16 17 18 19 20 Office Land (acres) 1 2 2 2 2 2 2 2 2 2 2 Residential Land (acres) 2 104 111 118 124 131 131 131 131 131 131 Annual Revenues ($000's) Population (Persons)$14.0 $14.9 $15.7 $16.6 $17.5 $17.5 $17.5 $17.5 $17.5 $17.5 Private Employment (Employees)$7.7 $9.1 $10.5 $12.0 $13.4 $14.0 $14.6 $15.1 $15.7 $16.3 Dwelling Units $5.3 $5.6 $6.0 $6.3 $6.6 $6.6 $6.6 $6.6 $6.6 $6.6 Retail Land (Acres)$6.0 $8.6 $11.1 $13.7 $16.3 $17.3 $18.4 $19.4 $20.4 $21.4 Office Land (Acres)$2.9 $2.9 $2.9 $2.9 $2.9 $2.9 $2.9 $2.9 $2.9 $2.9 Residential Land (Acres)$129.9 $138.2 $146.5 $154.7 $163.0 $163.0 $163.0 $163.0 $163.0 $163.0 Property Taxes $697.4 $773.5 $852.0 $933.2 $1,017.1 $1,103.7 $1,133.0 $1,163.0 $1,193.7 $1,225.2 Property Transfer Taxes $82.4 $64.3 $68.0 $71.4 $75.7 $79.6 $53.2 $54.3 $55.3 $56.3 VLF Revenues $430.9 $464.5 $497.8 $530.9 $563.8 $567.4 $570.9 $574.4 $578.0 $581.5 Sales and Use Taxes $243.0 $302.2 $361.5 $420.7 $479.9 $500.4 $521.0 $541.6 $562.1 $582.7 Total Revenues ($000s)$1,619.5 $1,783.7 $1,972.1 $2,162.6 $2,356.3 $2,472.6 $2,501.2 $2,557.9 $2,615.3 $2,673.5 OTAY RANCH VILLAGE 8 WEST SPA 5 FISCAL ANALYSIS City of Chula Vista Otay Ranch Village 8 West SPA Plan June, 2013 Final Draft Public Facilities Finance Plan Fiscal Impact Analysis 5-41 APPENDIX TABLE 16 NET FISCAL IMPACT IN 2013 DOLLARS (NO REAL INFLATION) Source: PMC Year 1 2 3 4 5 6 7 8 9 10 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 Total Expenditures ($000s)$58.52 $117.05 $175.57 $234.10 $292.62 $507.72 $722.82 $937.91 $1,153.01 $1,368.11 Total Revenues ($000s)$29.31 $96.66 $153.64 $211.64 $270.69 $420.55 $681.82 $913.13 $1,147.97 $1,386.42 Net Fiscal Impacts ($000s)($29.22)($20.39)($21.94)($22.46)($21.93)($87.17)($41.00)($24.78)($5.04)$18.31 Net Fiscal Impacts per Capita ($148.42)($51.79)($37.15)($28.52)($22.28)($52.98)($17.78)($8.35)($1.39)$4.27 Year 11 12 13 14 15 16 17 18 19 20 2023 2024 2025 2026 2027 2028 2029 2030 2031 2032 Total Expenditures ($000s)$1,501 $1,633 $1,766 $1,899 $2,031 $2,051 $2,072 $2,092 $2,112 $2,133 Total Revenues ($000s)$1,620 $1,784 $1,972 $2,163 $2,356 $2,473 $2,501 $2,558 $2,615 $2,673 Net Fiscal Impacts ($000s)$118.81 $150.38 $206.14 $264.06 $325.22 $421.16 $429.47 $465.88 $503.00 $540.86 Net Fiscal Impacts per Capita $25.93 $30.84 $39.88 $48.35 $56.51 $73.18 $74.63 $80.96 $87.41 $93.98 Net Fiscal Impacts in 5-Year Increments, 2011 Dollars Years 1-5 Years 6-10 Years 11-15 Years 16-20 2012-2016 2017-2021 2022-2026 2027-2031 Total Expenditures ($000s)$877.87 $4,689.57 $8,829.59 $10,460.16 Total Revenues ($000s)$761.94 $4,549.89 $9,894.20 $12,820.52 Net Fiscal Impacts ($115.93)($139.68)$1,064.61 $2,360.36 OTAY RANCH VILLAGE 8 WEST SPA 5 FISCAL ANALYSIS City of Chula Vista Otay Ranch Village 8 West SPA Plan June, 2013 Final Draft Public Facilities Finance Plan Fiscal Impact Analysis 5-42 APPENDIX TABLE 17 MINIMUM INCOME ASSUMPTIONS Qualifying Income for Home Purchase Assumptions Single Family Detached Attached Condominium Sales Price $488,600 $284,700 Min. down payment 5% 5% Max. Mortgage Payment to Effective Income ratio1 31% 31% Mortgage Interest 4% 4% No. of Payments 360 360 Mortgage Insurance Premium 1.30% 1.30% Principal $464,170 $270,465 Monthly Payment $2,216.02 $1,291.24 PMI $28.81 $16.79 Property Tax (monthly) $407.17 $237.25 HOA Dues (monthly) $75.00 $150.00 Total per month $2,726.99 $1,695.28 Annual total of payments $32,723.92 $20,343.33 Minimum annual income required for loan $105,561.04 $65,623.64 1http://www.fha.com/fha_requirements_debt Minimum Income for Rentals Annual average rent $18,240 5% Utility Allowance $912.00 $19,152.00 Assumed Rent & Household Payments to Income ratio 40% Minimum Income for rentals $47,880.00