HomeMy WebLinkAboutPlanning Comm Reports/1993/02/17 (2)
Interim State Route 125 - Circulation Network AnalysIs
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Circulation Network Assumptions for Mid Range Development
Transportation DIF Update
In January 12, 1988 Council established by Ordinance No. 2251, and amended by
Ordinance No. 2349, 2289 and 2431, the "Interim Eastern Area Transportation
Development Impact Fee" (TDIF) to provide for the construction of additional
transportation facilities necessary to accommodate new development in the eastern
territories. Pursuant to Section 1 of Ordinance No. 2251, Engineering Department staff
has conducted a study to review and update the fee. Attached for your information is the
complete 1993 TDIF update report
This TDIF is designed to support the General Plan as adopted in 1989 and
subsequently amended. Staff recognizes that a major General Plan Amendment is
contemplated for the Otay Ranch, however, this update is already overdue and could not
comfortably be delayed to incorporate the Otay Ranch G.P.A. Staff anticipates that the
Otay Ranch GPA will be incorporated in the next annual update.
The original area of benefit has been expanded to the south to include the
proposed Village 1 and 5 of the Otay Ranch. The south boundary now follows the
proposed alignment of East Orange Avenue. The north (Bonita Road), east (sphere of
influence) and west (1-805) boundaries remain practically the same. In addition, a review
of the remaining development and the corresponding number of Equivalent Dwelling Units
(EDU's) was made to reflect new allowed densities and land use changes.
A total of 28,431 EDU's are projected for construction within the area of benefit
Table 1 of the report presents the revised land use forecast.
The 39 public facilities which are the subject of the fee are presented in Table 2 of
the report They include 23 projects (No. 1 through 23) that are currently in the TDIF
program. Since the program inception,13 projects have been completed for a total of
$38,608,626. The program also includes 16 new projects (No. 24 through 39) which have
been identified as additional facilities necessary to accommodate the projected traffic
generation. Projects 1 and 2 dealing with the SR-125 construction are proposed to be
deleted from the Eastern Area Transportation DIF program and included in the SR-125
DIF program. Additionally, projects 13, 24 and 37 are also included in the recommended
interim SR-125 facility. These projects are to be jointly financed by both programs since
the interim SR-125 program does not require full improvements for these facilities.
The "TDIF program support" allocation (Project "A" of Table 2) is designated to provide
for general studies, monitoring, and administration of the TDIF program. Programs like
traffic monitoring, growth management, TDIF update, etc. are supported by this fund.
Following a review of actual expenditures during the last 3 years, it is recommended to
increase the support allocation from 2% to 4% of the total estimated construction cost.
This would provide the necessary funding to carry out these activities during the TDIF
program duration.
The total cost of the improvements including program support to be funded by the
fee is $87,420,000.
The table below shows the proposed Development Impact Fee rate for
transportation facilities in the Eastern Territories. The fee per EDU is proposed to be
increased from $3,060 to $3,075.
DEVELOPMENT IMPACT FEE CALCULATION
PER EQUIVALENT DWELLING UNIT
Total Cost
of improvements
Total EDU's
=
$87.420.000
28,431 EDU's
= 3,074.81/EDU
USE 3,075/EDU
REVISED EASTERN AREA TRANSPORTATION
DEVELOPMENT IMPACT FEES
Present Revised
Category EDU's FEE FEE
Single-Family Detached DU 1.0 $ 3,060 $ 3,075
Single-Family Attached DU 0.8 2,448 2,460
Multi-Family DU 0.6 1,836 1,845
Commercial Acre 40.0 122,400 123,000
Industrial Acre 20.0 61,200 61,500
Religious Institution Acre 4.0 12,240 12,300
Olympic Training Center Acre 3.33 10,190 n/a
Golf Course Acre 0.80 2,448 2,460
Medical Center Acre 65.0 199,875
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January 26, 1993
Cliff Swanson
CITY OF CHULA VISTA
276 4th Ave.
Chula vista, CA 92010
Dear Cliff:
Enclosed please find our comments and concerns on the HNTB draft
study, particularly as related to the finance plan component.
1. The study should indicate that the "best case" scenario is
where interim 125 financing is not required and the funding
program only pays for Orange Avenue. The HNTB study evaluates
an alternative finance plan in the event that an interim 125
facility is required.
2. The study should evaluate the highly likely alternative where
the adj acent property owners construct Orange Avenue, Eastlake
Parkway and Proctor Valley Road. The SR125 funding program
would then fund $2,358,888 for construction of segments 1, 2,
3 and their adjacent at grade intersections, plus a share of
the funds expended by adj acent property owners who constructed
the facil i ties.
3. On page 70 of the draft study, why is the special tax levy
required to be paid off prior to close of escrow from
developer to property owner? On page 74, if the developer is
required to payoff the special tax levy, why would CTV
reimburse the residents? Whoever is paying off the debt
should receive the benefit.
4. The study needs to sufficiently determine that project
revenues can support financing the facility costs at the time
they are needed. (That was the original study purpose). The
text on page 70 states "the actual trip mix and what projects
are included at what level in what timeframe is yet to be
resolved" and on page 75 "an absorption study...would assure
that the plan could reasonably be expected to generate
sufficient revenues to fund the program" suggests minimal
confidence in the study results.
11975 El Camino Real. Suite 200 . San Diego, CA 92130 . (619) 259-2900
5. The study does not evaluate debt service coverage ratios, the
2% max tax or future bonding capacity reserved for OWD,
schools and other infrastructure. This may be an issue down
the road which limits financing capacity.
6. Our understanding is that scenarios A-D, alternatives 1-4 and
corresponding text in the draft document will be replaced by
Tables 12 (revised) & 11 as handed out at our last meeting.
Please include an explanation of best case and worst case
alternatives along with these Tables. For example, explain
that the rational behind the worst case scenario is that the
greatest exposure occurs after bonds are issued therefore the
scenario assumes development stops immediately thereafter. A
statement regarding the fact that the worst case scenario is
highly unlikely would also be appropriate.
7. We understand that the vacant land tax in the worst case
scenario applies only to acres remaining after year 2001,
which we estimate to be roughly 600 acres. Per our last
meeting, the 10,000 acre estimate in Table 12 is being revised
to reflect acres remaining in Eastlake, Salt Creek Ranch, San
Miguel, otay Villages 1 & 5, and Telegraph Canyon. It is our
understanding, and we are only in agreement to include
Villages 1 & 5 of the Otay Ranch for purposes of this study
(including bonding capacity and vacant land tax calculations) .
8. The fee assigned to Commercial seems disproportionately high
at $45,160 per acre. Our experience indicates that roughly $1
per square foot is the maximum assessment commercial land can
support. We suggest the consultants adjust the spread on
commercial land accordingly.
Thank you for this opportunity to comment on the draft HNTB Study.
Should you have any questions, please do not hesitate to contact
either Steve Doyle or Liz Long.
Sincerely,
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Project Manager
January 15, 1993
Mr. John Lippitt
Director of Public Works
CITY OF CHULA VISTA
276 Fourth Ave.
Chula Vista, CA 92010
Re: Draft Eastem Area Development Impact Fee for Streets - 1992 Revision
Dear John:
I have completed a review of the January draft of the Eastern Area Development
Impact Fee for Streets. The technical information and development summaries
contained in the report appear to adequately represent the conditions as we
know them today. I think that you and your staff have done an excellent job of
tailoring this document in order to eliminate confusion regarding overlapping
programs being constructed under the new interim SR 125 program. As I
mentioned to you in our meeting the other day, I would request that the City
include a discussion of the application and use of the state and local
transportation partnership program within the document. I would recommend
that the discussion of the SLTPP detail, (1) the requirement of making
applications for state funding for DIF projects, (2) descriptions of when and how
that funding would be recognized by the DIF program and (3) include discussions
relating to the uses of the funds actually received from the state.
Your consideration of these matters is appreciated. Please do not hesitate to call
me if you have any questions.
Sincerely,
EASTLAKE DEVELOPMENT COMPANY
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Bruce N. Sloan
Project Manager
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cc: Cliff Swanson, City Engineer, City of Chula Vista
Steve Thomas, Engineering Dept., City of Chula Vista
Lombardo De Trinidad, Engineering Dept., City of Chula Vista
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January 26, 1993
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Mr. John Lippitt, Director
Departrnent of Public Works
CITY OF CHULA VISTA
276 Fourth Avenue
Chula Vista, CA 91910
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Re: Interim SR-125 Facility Feasibility Study
Dear John:
The following are our comments to the January 25, 1993 draft of the referenced report.
Our comments are not directed to any specific page or section of the report but are
directed at the City's application and implementation of the proposed fee/special tax
program as it applies to Rancho del Rey.
1. Ail properties that have prepaid the existing Transportation DIF though
assessment district financing should be exempt from the proposed SR-125
DIP. The current TDIF includes a SR-125 component for which each
prepaid unit has paid. These properties will be paying for SR-125 twice
unless they are exempted or the new DIF is adjusted to reflect the existing
prepayment.
2. The amount of the proposed fee should be proportioned to reflect the
extent of benefit received. The City has previously analyzed a fee based
on "zones of benefit" with the fee being lower for properties with less
benefit and higher for those with greater benefit. Current traffic studies
reveal that Rancho del Rey can be developed without the Interim SR-125
improvements. A select link study should prove that a small percentage of
the total trips on the Interirn SR-125 improvements are generated by
Rancho del Rey. The City should reconsider "zones of benefit" for the fee
and/or Mello-Roos.
3. Before the SR-125 DIF is implemented the total program should be
endorsed and approved for participation by the County of San Diego. Any
property that develops within the benefit area, regardless if it is in the City
or County, should be paying the fee. Concurrence with the County should
also be achieved in order to permit City collected DIP's to be expended on
County owned improvements. A process should be established for a Chula
Vista developer to prepare and process a "Chula Vista Requirement"
through County of San Diego Engineering Design Department.
.-
Mr. John Lippitt
January 25, 1993
Page Two
4. Finally, we are concerned that the total annual property tax on developed
lots will exceed 2.00%. Neighborhoods in Rancho del Rey currently have
total tax payrnents at 1.89% (without the most recent Otay Water District
general obligation bond sale in December, 1992). Additional tax would
push taxes above the 2.00% threshold.
Thank you for allowing us to comment on this proposal. Please contact me if you may
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RANCHO DEL REY PARTNERSHIP
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cc: George Krempl, Deputy City Manager
Cliff Swanson, City Engineering
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January 29, 1992
Mr. John Lippitt
Director of Public Works
CITY OF CHULA VISTA
276 Fourth Avenue
Chula Vista, California 91910
Reference:
Interim State Route 125 Facility Feasibility Study
Dear John:
Six months and eight City sponsored working sessions have passed since our first letter
to you regarding the Interim SR-125 Facility Feasibility Study. While several of our
concerns as outlined in the attached July 16, 1992 letter have been resolved, the key
issues as we see them have yet to be dealt with in a manner consistent with the City's
goal of fair application of Development Impact Fees and CFD's.
Government Code Section 66000 which establishes Development Impact Fees requires
that a City establish a reasonable relationship, or nexus, between a development project
and the public improvements for which a developer fee is charged. There must be a
reasonable relationship between the amount of the fee and the cost of the public facility
or portion of that facility attributable to the development on which the fee is imposed.
On Page 73 of the Study, you state that the underlying methodology for the calculation
of the 125-DIF Fee is ''to assess property according to the level of benefit received from
the interim facility". Additionally, you then define benefit as ''the number of trips
generated by the property". The irony here is that unless you utilize select link analysis
to determine where the traffic from each project is going, you cannot determine the true
level of benefit. Your methodology assumes that a DU in Sunbow which is less than one
mile from 1-805 yet greater than five miles from Interim SR-125 would utilize Interim SR-
125 with the same frequency as a DU immediately adjacent to SR-125.
2445 Fifth Avenue, Fourth Floor, San Diego, California 92101-1692, (619) 231-3637, FAX (619) 232-4717
Mr. John Uppitt
January 29, 1993
Page 2
While analysis of "zones of benefit" was discussed during a few of the working sessions,
it was not a part of the January 5, 1993 study. Even if incorporated as discussed, the
magnitude of the differences in required DIF contribution for the different projects is far
less than the differences in actual benefit received.
A select link study or similar methodology should be utilized to determine the degree of
contribution/DU each project should contribute via SR-125 DIF and CFD financing. Until
this analysis is done, the nexus requirement cannot be met.
We understand the development of an Interim SR.125 Facility is a vital step in allowing
the future growth of the Eastern Territories. We simply request an equitable
methodology be incorporated into your study.
Very truly yours,
SUNBOW ASSOCIATES
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Bob Cummings
Project Manager
Attachment
cc: George Krempl
Cliff Swanson
sr125-1
CTV
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1230 CaIumIoia Street
Soil. 640
S. Diego, Calif..... 92t01
619-338-8385
FAX 619-338-8123
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Parsons Brindcerho/l
Development Group, In~
Fluor Daniel
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Transroute
Prvdentio~Boch.
Capital Fancfmg
February 1, 1993
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City of Chula Vista
276 Fourth Avenue
Chula Vista, CA 91910
ATIN: John Uppitt, Director of Public Works
Steve Thomas
RE: Interim State Route 125 Facility Feasibility Study
Eastern Area Development Impact Fees Program 1992 Revision
Dear Messrs. Up pitt and Thomas:
With respect to the above-mentioned documents, which we only
received at the working session held at the City of Chula Vista on January 19,
1993, we wish to make the following general comments:
We understand the Interim Facility is a continaencv plan for the City
and land developers to provide additional roadway capacity in the event that
the SR 125 toll road project is not approved by Caltrans, the CTC and FHWA;
or not constructed by CTV.
As you are aware, the SR 125 Development Franchise Agreement
between Caltrans and CTV (Section 6.4) provides that CTV shall commence
construction upon completion of the environmental process and, in any event,
within three years of the filing of a Notice of Determination by Caltrans and a
Record of Decision by the FHWA. The current schedule for the environmental
process commits Caltrans to complete the EIR/EIS approval by July 1995.
Until environmental approval, neither the toll road nor any interim facility could
be constructed within the proposed SR 125 corridor.
We believe that while Caltrans and CTV have committed to make the
EIR/EIS data available to the City, a separate EIR would have to be prepared
for any interim facility within the SR 125 right of way.
We do not agree that the proposed Segment 5 of the interim facility
could be "easily integrated" in a future toll road if it is initially opened as a free
facility. We believe opening this segment to the public as a free facility would
jeopardize the implementation of the toll road option and, therefore, delay the
entire SR 125 project for many years. We also believe your current plan for
phasing would allow for the proposed SR 125 toll road to have ample time to
be implemented while the City would implement other elements of the "interim
facility" which are complementary to SR 125 such as Orange Avenue.
Therefore, we request the conclusions of the report and the
recommendations to the City Council be clarified as follows:
The DIF fees and CFD would be approved at the proposed level
to provide the necessary financial resources should the toll road
not be constructed for whatever reason.
Seament 5 of the proposed Interim Facility within the SR 125
right of way would only be constructed (under the DIF program)
if CTV has not commenced construction of SR 125 within the
time frame imposed by the Franchise Agreement and after the
appropriate environmental clearance. (CTV would commit to
give priority to this section in the toll road construction phasing.)
Property owners within the CFD would receive a credit for any
unused portion of the DIF fees or the CFD special taxes. As
proposed in the study, this could be in the form of a reduction in
toll charges for residents of the CFD.
We believe these clarifications by the City would resolve potential legal
issues and would help expedite the SR 125 environmental review, final
design, financing, and construction in cooperation between Caltrans, the City,
other local authorities, land developers, and CTV. More specific comments
are provided in Attachment A to this letter.
A1TACHMENT A
COMMENTS ON
'INTERIM SR 125 FACfUTY FEASIBIUTY STUDY'
Paae/Section!Paraarach
Comment
5 4:Segment 5 We do not believe that the proposed roadway could be
integrated into the ultimate tollway, for practical, economic,
psychological and political reasons. Sufficient ROW should be
preserved for SR 125 beside this roadway.
6 2nd Paragraph The Caltrans EIRlEIS for SR 125 will not provide environmental
clearance for any segment of the proposed interim facility.
9 1.6 Legal Parts of the Interim Facility (including Segment 5) are deemed to
be 'Competitive Facilities' under the SR 125 Franchise
Agreement
11 2.0, Paragraph 2 1998 is the currently scheduled opening year for SR 125.
13 Last Paragraph See comments on p5 and 6 above.
30 Paragraph 2 We are surprised that an at-grade intersection at San Miguel
Road could provide LOS C with 72,000 ADT.
31 Stage 6 - Paragraph 1 No half-diamond interchange is provided at Eastlake Parkway
under SR 125 EIRlEIS, but land is to be reserved for possible
future expansion.
Paragraph 3 See comments on p.30 above.
34/35
There are some discrepancies between traffic figures on the
map p.34 and in the text and tables p.35. ~ 15,000 ADT
instead of 19,000 on SR 125 between Eastfake Parkway and
East H Street
44 4.3 See comment on p.6 above.
54 4.6 See comment on p.6 above.
57 5.1 See comment on p.5 above.
57 5.2 See comment on p.31, paragraph 1 above.
U2 05/93 12:27
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IiZJ 002
STATE OF CALIFORNIA-BUSINESS. TRANSPORTATION AND HOUSING AGENCY
DEPARTMENT OF TRANSPORTATION
PETE WilSON, Go.mor
February 5, 1993
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11-SD-125
PM 0.0-11.2
11202-926475
Mr. John Lippett
City Engineer
City of Chula Vista
276 Fourth Avenue
Chula Vista, CA 91910
Dear Mr. Lippett:
We have reviewed the January, 1993 draft of the "Interim
State Route 125 Facility Feasibility study" we received at the
January 19, 1993 working session held at the city of Chula
Vista's offices. We would like to make some general comments
regarding the current draft and reiterate some of the concerns we
expressed in our comments to the JUly, 1992 draft of the same
study (copy attached).
Many of the original comments outlined in the attached July
29, 1992 letter still apply to the current draft of the study.
In particular, the comments made regarding alternative
discussion, interchange improvements at East Palomar Street and
Interstate 805, and the need for legal review of the "tax-exempt"
status of bond financing continue to be of concern. In addition,
it is of utmost importance to reiterate the position that the
environmental document for the ultimate transportation facility
will not provide environmental clearance/approval for an interim
project within the same corridor. It is likely that a separate
environmental document will be needed if the interim facility is
to be implemented.
It is prudent that the City and land developers desire to
formulate a contingency transportation and financing plan for
implementation if the Route 125 project is not approved or is
subject to unexpected delays. The phasing plan included in the
current draft of the feasibility study does not propose
construction within the future State right of way (Segment 5 of
the proposed interim facility) until well beyond the current
schedule for the Route 125 toll road project. However, the fact
that it is a continqency clan needs to be emphasized in the
feasibility study. This is particularly true in regard to
Segment 5 of the proposed interim roadway network. Opening and
operating this segment of the roadway as a "free" facility could
jeopardize current or future plans to utilize a direct user fee
financing strategy for constructing a regional transportation
project in the same corridor. The City should delay construction
within~this segment until all reasonable efforts to provide a
regional facility in a timely manner have been exhausted.
02/05/93
12:28
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CTY PB SD
I4i 003
J. Lippet
Interim 125 Draft Feasibility study
Page 2
We appreciate the opportunity to review the current draft
feasibility study and we look forward to continued coordination
of all efforts to provide for the transportation needs of this
area.
Sincerely,
JESUS M. GARCIA
District Director
By ~~ft
CHARLES "MUGGS" STOLL
Project Manager
Privatization
CMS:
Attachments
cc:Dale Dunlap - HNTB
02 03/8:! 12; 28 '0'1 619 338 812~_ CTI' FB SD
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DEPARTMENT OF TRANSPORTATION
DISTRICT 11. P.O. BOX 85400. SAN DI(GO 92111&-5400
PETE WILSON, Governor
July 29, 1992
Mr. John Lippett
City Engineer
City of Chula Vista
276 Fourth Avenue
Chula Vista, CA 91910
11-SD-125
PM 0.0-11.2
11221-926475
Dear Mr. Lippett:
Thank you for the opportunity to review the draft "Interim
State Route 125 Facility Feasibility Study" and for your
invitation to the meeting concerning this document on
July 14, 1992. We offer the following comments:
The environmental document for the ultimate toll
road/freeway will not provide clearance/approval for an
interim facility. The impacts of an interim facility may be
substantially different than the ultimate project. Many
impacts associated with major construction could occur twice
and less than full landscaping may be planted on interim
slopes. If a western alignment is adopted through our
studies, it does seem reasonable that the interim route
follow the same corridor. However, although we are working
closely with the City in our studies, this may not eliminate
the need for a separate environmental document if an interim
facility is pursued. Page 36 should be revised.
The interim facility design should eliminate the interchange
at Eastlake Parkway and include the loop ramps at the
Telegraph Canyon Road interchange (page 28). Right of way
for the loop ramps is being reserved for the ultimate
facility. In addition, the half-diamond design concepts (as
shown on page 58 and as estimated on page 43) could never be
accommodated on an ultimate freeway/toll road due to the
limited distance to the East H Street interchange.
The first paragraph on page 31 should discuss the fact that
there are other alignment variations for Route 125 still
under consideration at the south end from Otay Mesa Road to
south of Orange Avenue ("Johnson Canyon," "Brown Field,"
and other modified alignments). Some reference to the fact
that we are still studying alignments to the east of the
Sweetwater Reservoir should be made.
The "Ultimate Expressway as Planned by Caltrans" typical
section shown on page 33 is incorrect (see attached).
02. 05g:~ 12: 28
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CTY PH SIJ
iiZj 005
John Lippett
July 29, 1992
Page Two
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The toll road is planned a~.ten lan~s including
accommodation for a public" 'transportation facility. It does
not necessarily allow for both HOV lanes and light rail.
The "Off-Corridor Improvement" section states that the
construction of a half-dia~ond in~rchange at East Palomar
Street on I-a05 was included in the traffic analysis. This
project would require local funding if it proves to be
feasible at all (interchaQge spacing on the Interstate
facility is limited- at minimum, would require expensive
braided bridge structures to eliminate weaving maneuvers).
The timing of the San Miguel Road to Route 54 portion of
Route 125 (included in TransNet) must be'coordinated with
SANDAG's Plan of Finance.
The Right-of-Way discussion on page 35 regarding acreage and
parcel counts is dependent on which alignment is adopted.
Route 125 could ultimately relocate over 100 homes.
However, south of San Miguel Road, the number is highly
variable depending on alternative alignment selection and
the degree to which Chula Vista continues to develop within
the corridor.
We have not examined the interim costs in detail and have no
comments on them at this time. However, we note that
substantial mitigation costs would be part of any road,
including: noise barriers, landscaping, biological resource
replacement, etc. We have no costs yet en these items for
the ultimate Route 125 project. In addition, the interim
facility cost could vary significantly depending on which
alignment is ultimately adopted. Therefore, it may be
premature to begin an assessment program.
The Caltrans noise study is not complete, but based on past
similar projects in quiet existing areas, we expect that
eVen with reasonable mitigation, noise levels would
substantially increase with either the interim or ultimate
highway. -
The interim project proposes an at-grade intersection in
phase one and two for San Miguel Road. This design would
require the widening of San Miguel Road. We are studying
alternatives to avoid construction on this two-lane road.
We believe the City should also attempt to minimize the
interim road impacts to the community character of Bonita.
0~,05 93 12:30
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John Lippett
July 29, 1992
Page Three
We concur that there is a need for legal review in regard to
the "tax-exempt" status of bonds used to finance an interim
public road that may ultimately be taken over as a
privately-run toll road.
The Caltrans "Draft Relocation Impact Report" of 1991 was
for the western alternative alignments only and is not
appropriate as a reference for other public documents. We
request that it be deleted as a reference.
We appreciate the city's efforts regarding this project and
we look forward to continued coordination of all efforts to
provide for the transportation needs of this area. If you have
any questions, please call Charles "Muggs" stoll, Project
Engineer, at (619) 688-6136.
Sincerely,
JESUS M. GARCIA
District Director
By ap ~~>-
(of
G E. GRAY
Deputy District Director
Local & Private Partnerships
GEG/CMS:wkb
Attachments
bcc:GGray,TRVasqueZ,SGlasgoW,CMstOll,
MSpeigal-CTV
ilT1J; CIlIl4H.J T J3
ISSUES
1. What if the toll road is constructed?
The purpose of the study and the proposed fee establishment is to provide a
facility in the event that a freeway or a toll road is not constructed in the SR-125
corridor identified in the Chula Vista General Plan. Many of the facilities in the
study, however, are parts of the complete transportation system proposed on the
Chula Vista General Plan. These facilities which are complementary to SR-125,
such as Orange Avenue and Eastlake Parkway, will still be required to be
constructed.
With respect to fees collected for the portions of the interim SR-125 program that
may be included in the toll road alignment (segment 5 and parts of segment 4
from Eastlake Parkway to San Miguel Road), there are many options available,
including rebates, reduced future fees, funding of cornplernentary transportation
facilities such as public transit or additional ramps, equity participation in the toll
road or reduced future tolls for property owners. These matters will be the
subject of future hearings when the toll road issue itself is resolved.
2. What if an eastern SR-125 alignment is selected by CalTrans?
Traffic models have confirmed that a surface roadway of some kind (in the
western corridor) would still be needed.
3. Can the interim facility be used as a part of the toll road if a western alignment
is selected? Which portion of the interim facility?
While it is within the realrn of possibility that portions of the interim facility
could be turned over to CTV and operated as a portion of the toll road, there are
potential obstacles to this occurring. Fundarnentally, CTV has expressed concerns.
"Once a road is open and operating as a free road, it is generally not acceptable
to the public to later covert it to a toll road." The other major issue is that the
HNTB study proposes roadway materials (asphalt) that will not conform to
freeway standards (concrete) but do conform to city street standards, to minimize
costs. However, the grade and alignment will conforrn to freeway standards at
so that with the proposed alignment the facility could be modified to freeway
standards with a minimum of cost and inconvenience.
4. Is the interim facility in conflict with the CalTrans/CTV franchise agreement?
CalTrans and CTV have advised staff that the do not consider the interim facility
in conflict with the franchise agreement since the facility consists of either
currently planned surface roads or roads that would be physically replaced by the
proposed toll road. They further understand that the program is intended as a
contingency to the event that the freeway Itollway is not constructed in a timely
fashion. Their main concern is that, if segrnents 4 and 5 are constructed as free
surface roads, it may not be possible to replace them with a toll road at a later
date. This could be of significant consequence to the toll project, since portions
of the corridor have been developed and do not leave room for both a free road
and a toll road.
5. What if a toll road is proposed, but the timing of the toll road does not meet
the transportation needs identified in the HNTB study?
The HNTB study is based on certain general assumptions regarding development
timing and phasing. Staff will continue to monitor development as it proceeds,
and revise and update scheduling of facilities. Interim SR-125 roads may be
needed sooner than projected - or later, or in a different order. Staff will work
with CalTrans and CTV to make every effort to reconcile their scheduling to
Chula Vista transportation needs. However, there are no guarantees that
unresolvable conflicts will not arise.
CTV particularly has expressed concerns with respect to Chula Vista constructing
and operating a "free" surface road at locations where they may propose a future
toll road. CTV indicates that experience has shown conversion of a free road to
a toll road is unacceptable to the public. This is one of the problems that cannot
be addressed at this time, due to the uncertainty of timing of the toll road as well
as timing of interim SR-125 facilities.
6. How does this program relate to the transportation DIF (T-DIF)?
This program is designed to supplement the 'T-DIF. Staff's recommendation for
the interirn SR-125 DIF program includes four segrnents currently contained in the
TDIF. The reason that the two DIFs are proposed as separate is fundamentally
to assure that funds are segregated and available for the needed interim SR-125
facilities.
7. Why does staff proposed that the fee be unifonn throughout the area of
potential benefit, rather than relating the fee to each project's impact on the
facility?
Staff's recommendation is based on several considerations:
1) The origins of this fee are based on the TDIF established in 1989. Four of
the seven facilities in this program are proposed to be transferred from the
TDIF program (which has a uniform fee per trip).
2) If the interim SR-125 is tiered, then staff recommends that the T-DIF
should also be tiered.
3) To attempt to identify each project's traffic contribution to each facility
would be a very complex process, subject to tremendous uncertainties.
The suggested method of resolving this by using Select Link Analysis
(which identifies the origin-destination of trips traveling through each link)
is subject to external influences. It is also very dependent on other
assumptions, such as which other roads are in existence.
Several property owners have suggested that distance from SR-125 and proximity
to I-80S be used as the basis of developing a tiered fee system, however, the
proposed road system contains north-south and east-west components, so it could
also be argued that proximity to SR-54 be used as the criteria.
Staff's recommendation is that the prograrn be considered in its entirety since
each project benefits from the existence of the overall system. An additional
reason for this recommendation is that the proposed fee is based on financing
assumptions that require uniform contributions to the system.
8. Who would be taxed by the CFO, and when?
As emphasized in the staff report, the CFD itself is intended to provide a fallback
revenue stream, in the unlikely event that fees generated from the SR-125 OIF fall
below revenue requirements for bond service. If this happens, then additional
revenues must be generated in the form of taxes. Staff's intent was that these
taxes be only imposed on vacant land, within the benefit area, to minimize
conflicts with other taxing authorities such as school districts, water districts, etc.
The taxes would be lirnited to the difference between actual fee revenues and
bond service payments.
It is possible to avoid a CFD entirely by requiring developers to construct the
facilities and repay them as funds become available. Because of the large costs
associated with some of the facilities, this presents potential funding problems.
9. Can a developer pay interim SR-125 OIF fees through the fonnation of a Mello-
Roos CFO?
This is a completely different issue from the above question since the above
described CFD tax would be on vacant land, and would vary in amount from
year to year. A proposal to pay fees by CFO would probably require a separate
CFD to avoid a nexus issue. Beyond that, the question is fundamentally a policy
issue and should be dealt with on a project by project basis. Staff does not
recommend payment of fees through formation of a CPD because cash flow
projections used to establish the fee presume that the fee is paid upon issuance
of a building permit and generates interest until it is required to construct a road.
With a CFD, the tax is collected over a 20 to 25 year period.
10. Would the fee change if the property owner is required to construct the portion
11. Is the County of San Diego involved in the proposed project?
County involvement in implementing the proposed interim SR-125 facility
program is critical to its success, since rnost of the proposed roads and many of
the properties currently lie in the unincorporated territories. Ultimately, County
cooperation will be necessary for construction or widening of any roads in
County jurisdiction. Additionally, the County rnust agree to allow a CFD to be
placed on any property in County jurisdiction.
County Public Works staff has been monitoring the process of developing the
interim SR-125 program from the beginning. They have cooperated with the City
and consultants throughout the process. Their primary comment at this point has
been to advise City staff that there may be objections to widening roads in Bonita
that comprise the northern portions of the interim SR-125 facility.
12. What will happen if the County does not cooperate?
Based on current projections and analysis, most of the roads required prior to the
Year 2003 are in areas proposed to annex to Chula Vista. Thus, the level of
cooperation required of the County prior to that time would fundamentally be
their approval to construct a portion of Proctor Valley Road south of San Miguel
road, and this is not projected to be required before 1999. Hopefully, long before
this time, it will be clear whether the toll road will be constructed, which would
eliminate the need for this facility. Staff is aware of the County's concerns and
the concerns of the property owners that County cooperation is essential. Staff's
recommendation is that the program be implemented so that the fees may be
collected. As more refined traffic and development information becomes
available, and as the toll road process becomes clearer, we will be able to better
address the concerns of the County. In the meanwhile, staff would work to
obtain County approvals in a timely fashion.
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