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HomeMy WebLinkAbout2011/01/11 Item 7CITY COUNCIL & REDEVELOPMENT AGENCY AGENDA STATEMENT `t~^ C1TY OF -_.._. CHULAVISTA JANUARY 11, 2011, Item ITEM TITLE: JOINT RESOLUTION OF THE CITY COUNCIL AND THE REDEVELOPMENT AGENCY OF THE CITY OF CHULA VISTA ADOPTING THE MEMORANDUM OF UNDERSTANDING REGARDING PAYMENT FOR INFRASTRUCTURE OR CONSTRUCTION THEREOF ORDINANCE OF THE CITY OF CHULA VISTA SUSPENDING THE COLLECTION OF FEES CHARGED PURSUANT TO CHAPTERS 3.50 (DEVELOPMENT IMPACT FEES TO PAY FOR VARIOUS PUBLIC FACILITIES), 3.55 (WESTERN TRANSPORTATION DEVELOPMENT IMPACT FEE), AND 17.10 (PARKLANDS AND PUBLIC FACILITIES) OF THE CHULA VISTA MUNICIPAL CODE FOR DEVELOPMENT IN THE REDEVELOPMENT PROJECT AREAS, EXCLUDING THE BAYFRONT PROJECT AREA, FOR A PERIOD OF FIVE (5) YEARS SUBMITTED BY: ASSISTANT CITY MANAGE`@KIJEVELOPMENT SERVICES DIRECTOR REVIEWED BY: CITY MANAGER~¢ Gj~ 4/STHS VOTE: YES ~ NO ~X SUMMARY In August 2009, at a Joint Meeting of the Chula Vista Redevelopment Corporation and the Chula Vista Redevelopment Agency, the CVRC was directed to explore creative options for incentivizing redevelopment. In order to tazget its efforts effectively, the City of Chula Vista hired Economic and Planning Systems, Ina (EPS), to review market conditions for infill development in western Chula Vista, compare the City's development impact fees with those of other cities in the region, and develop a model for evaluating project feasibility for a variety of land uses. EPS completed the Memorandum entitled, "City of Chula Vista Westside Infill Mazket Review and Feasibility Analysis," in Mazch 2010 (Attachment 1 -Feasibility Study). Key findings from that 7-1 JANUARY 11, 2011, Item Page 2 memorandum show that Chula Vista has been significantly affected by the recent economic downturn, especially in the residential sector. The weakening of Chula Vista's real estate mazket has resulted in much of western Chula Vista land values falling below construction costs, severely hampering options for new development. EPS' development impact fee research shows Chula Vista's residential development impact fees rank second highest in the County. The study noted that given current market conditions, "relatively high [development impact] fees may result in delaying and redirecting new development in Chula Vista"~ The fact that those fees still fall within a reasonable range (they are less than 11 percent of value), suggests that fees are not the key factor in determining feasibility; however, a reduction in DIFs could allow certain projects to become economically viable in the shorter term. On August 12, 2010, Jim Musbach and Michael Nimon from EPS attended the Chula Vista Redevelopment Corporation ("CVRC") Workshop, presenting the results of their feasibility study. EPS noted that the market contraction we have experienced for the last five years is showing signs of recovery, however, it could be another five years before Chula Vista experiences a normal economic market. Following the presentation by EPS, the CVRC directed staff to address some of the findings in the EPS Memorandum and to provide recommendations to incentivize redevelopment. In response, staff has prepared a proposal for suspending the collection of development impact fees from private development in Chula Vista's Redevelopment Project AreasZ for the next 60 months. ENVIRONMENTAL REVIEW The Environmental Review Coordinator has reviewed the proposed activity for compliance with the California Environmental Quality Act (CEQA) and has determined that the activity is not a "Project" as defined under Section 15378 of the State CEQA Guidelines because it involves administrative activities that will not result in direct or indirect physical changes to the environment. Therefore, pursuant to Section 15060(c)(3) of the State CEQA Guidelines the activity is not subject to CEQA. Thus, no environmental review is necessary. RECOMMENDATION Council and Agency adopt the Resolution. Council adopts the Ordinance. BOARDS/COMMISSION RECOMMENDATION On October 14, 2010, the Chula Vista Redevelopment Corporation recommended that Council adopt the Ordinance. DISCUSSION A Five Year Redevelopment Implementation Plan is prepared by the Agency in accordance with state regulations (Health and Safety Code, Section 33490). This document is a work plan for the ~ "City of Chula Vista Westside Infill Market Review and Feasibility Analysis," Economic and Planning Systems, Inc., 2010. z Development Impact Fees would continue to be collected in the Bayfront Redevelopment Project Area. 7-2 JANUARY 11, 2011, Item Z Page 3 Redevelopment Agency that identifies specific programs, including potential projects critical to successful redevelopment: the plan describes where, how and when tax increment funds should be spent. The goals of the 2010-2014 Five Year Implementation Plan are listed as follows: • Stimulate Economic Growth: Attract, expand, and retain desirable business and industry, which effectively increases local employment opportunities for community residents, and enhances the local tax base • Construct Infrastructure Improvements: Provide needed improvements to the utility infrastructure and public facilities that serve the Redevelopment Project Areas. And, provide needed improvements to the community's education, cultural, and other community facilities to better serve the Project Areas. • Promote Compatible Development: Upgrade and stabilize existing uses, and promote and preserve artistically, azchitecturally, and historically worthwhile structures and sites to encourage the development of residential, commercial, and industrial environments which positively relate to adjacent land uses. • Balanced Housing Opportunities: Increase, improve, and preserve the community's supply of varied housing opportunities for all persons at all income levels. The strategic focus of the Agency's work program includes leveraging resources and assets to Facilitate high-quality, urban development. That development will in turn generate significant revenue streams to the City and Agency (e.g., tax increment, sales tax, transient occupancy tax) for public improvements, public services and the creation of new affordable housing. In the pursuit of its goals and strategic focus, the Redevelopment Agency is implementing the following projects and programs: Stimulate Economic Growth: Business Improvement Grants (BIG) Program for Broadway and Third Avenue businesses. The BIG program, administered by the city's Economic Development Division, provides grants to business and property owners to assist with facade renovations. These renovations promote visibility/marketability with the goal of increased economic prosperity for businesses and increased property/sales tax revenue for the City. Construct Infrastructure Improvements: Third Avenue Streetscape Program: The Agency has committed $1.2 million to the enhancement of the public improvements along Third Avenue from E Street to H Street. Palomar Gateway Improvements: The Agency provided twenty percent matching funds or approximately $350,000 towazds the recently completed improvements at Palomar Street and Industrial Boulevard. Main Street Streetscape Master Plan: The Agency is currently providing the funding for City staff to prepare a master plan for the Main Street Corridor. The Master Plan, like that of Third Avenue, will provide the engineering drawings necessary to construct sidewalks, li htin landsca ing, azkin and drainage im rovements alon the Main Street 7-3 JANUARY 11, 2011, Item Page 4 Corridor. Upon completion of the Master Plan and prepazation of construction documents the Agency anticipates issuing $ 10 million dollars of Tax Allocation Bonds in 2014 to construct the improvements on Main Street. The improvements will help to promote the visibility of the area as viable and attractive business/industrial park, attractin new investment and employment to the area. Promote Compatible Development: The Agency has provided matching funds toward the grant to prepare a Specific Plan for the Palomar Gateway. In addition, the Agency is funding city staff time to work with the Southwest working group on various land use and zoning issues around south Broadway and south Third Avenue. Balanced Housing Opportunities: The Agency has embarked on the creation of residential rehabilitation grant program for the two residential neighborhoods located within the redevelopment project azea in Southwest Chula Vista. The neighborhoods of Broderick Acres and Woodlawn Park will have the opportunity to participate in a no-interest, forgivable loan program that is designed to promote homeownership and pride in the neighborhood by improving the overall aesthetics and livability of the housing. The programs identified above aze focused on maintaining, improving and preserving assets already located throughout the redevelopment project areas. In an effort to further attract new capital investment within the western Chula Vista project aeeas, staff proposes that the City suspend the collection of development impact fees from private development for a period of 60 months to encourage reinvestment in the community. Development Impact Fees (DIFs) Development Impact Fees are collected by the City pursuant to Chapter 66000 of the California Government Code (also known as the "Mitigation Fee Act") and pursuant to enabling local ordinances. The Mitigation Fee Act and the associated case law cleazly restrict the City's ability to collect DIFs from applicants in excess of the funds necessary to mitigate the impacts of their project. For this reason, the City does not have the authority to simply waive the collection of DIFs. To do so would invariably result in the shifting of impact fee program costs to other applicants, thereby increasing their fees due beyond their fair share. It is therefore necessary to identify alternative funding to replace those fees which would have been collected by projects receiving building permits during the proposed DIF suspension. Via a contract between the City and the Redevelopment Agency, Tax Increment will be used to replace the impact fees and/or to build public improvements listed within the impact fee programs. Throughout the city, public infrastructure improvements are paid for in part with development impact fees. These funds provide for transportation improvements; parkland acquisition and development; and public facilities such as fire stations. Development impact fees are collected on new development projects and may only be used to mitigate the impacts created by the new development paying the fee.3 s Improvements to address existing infrastructure deficiencies are funded through a combination of General Fund, grant, and capital project restricted funding sources (e.g., TransNet, Gas Tax, Storm Drain Fees, etc.). 7-4 JANUARY 11, 2011, Item Page 5 Western Chula Vista development impact fees are currently as follows: Per Equivalent Dwelling Unit (EDU) • Western Transportation Development Impact Fee (WTDIF): $3, 243 • Public Facilities Development Impact Fee (PFDIF): $$ 735 • (Western) Park Acquisition and Development Fee (PAD): $9,.174 • Traffic Signal Fee: $ 307 Total: $21,859 DIFs and Timing of Improvements Most of the City's development impact fees are determined by geographic factors - whether a project lies east or west of Interstate 805.' On the eastern side of Chula Vista, where land is being developed for the first time, new infrastructure must be built to serve development projects. Developers are likely to build the necessary infrastructure (such as a road or a small park) as they build their project, receiving credit toward their impact fees. On the west side, infrastructure is already in place but may require a capacity increase to serve new development. Development on the west side involves "infilling" the gaps or redeveloping existing structures. Projects tend to be small (50 units or less), and developers on the west side typically pay an in-lieu fee or DIF. As a result of relatively small revenue increments, infrastructure improvements on the west may take years to implement. Example: A single transportation improvement project, such as the Main Street Streetscape Improvements, costs an estimated $7,575,960.6 The WTDIF portion (or local share) is 21 % or $1.6M. So, at $3, 243 per unit, it would take 493 units to pay for the WTDIF share of the improvement. In 2009, approximately 275 homes were built in the entire City of Chula Vista (includes east and west). Only a small percentage of those homes were west of I-805, generating an estimated $2Q 000 in WTDIF. Even if the market improves slightly in the near future, it will take years to accumulate enough DlFfunds to build the improvements. Suspension of Development Impact Fees Staff recognizes that the cost of development is preventing, or at least delaying, construction at this time. By suspending the collection of development impact fees from private development in the redevelopment project areas, the Agency strives to eliminate some of the financial risk for developers and catalyze development activity in western Chula Vista. A five-year suspension on DIFs sends a message to the development community that Chula Vista is encouraging development, especially in defined redevelopment target areas. Put simply, developers will be able to make projects pencil sooner in Chula Vista than elsewhere in the region. Fees for public facilities infrastructure are [he same city-wide. s The Main Street Streetscape Improvements include the area along Main Street between Interstate 5 and Interstate 805 -the entire project is within the Southwest Redevelopment Project Area. e Typically funding for major infrastructure comes from a number of different public sources, including State and Federal money. 7-5 JANUARY 11, 2011, Item Page 6 By leveraging tax increment funds, the Redevelopment Agency will `pay it forward,' either building specific infrastructure' projects now or contributing Tax Increment directly to the DIF accounts to replace the fees forgone as a result of the fee suspension. The construction of identified improvements, like the Main Street Streetscape Improvements, would be used to address some of the impacts of development within the Redevelopment Project Areas over afive-year period. By the end of the five- year period, all DIF funds would be made whole, either via construction of facilities or by direct application of Tax Increment funds. A Memorandum of Understanding between the City and the Agency establishes the terms of replacement of the suspended fees. DECISION MAKER CONFLICT Staff has reviewed the decision contemplated by this action and has determined that Councilmembers Castaneda and Ramirez own properties within the redevelopment project areas and therefore have a conflict, based on the 500-foot rule found in California Code of Regulations section 18704.2(a)(1) applicable to this decision. CURRENT YEAR FISCAL IMPACT The proposal to suspend DIF collection in the City's redevelopment areas is intended to incentivize development. If successful, the City will see increased development permit applications, resulting in increased development processing revenues in the General Fund and Development Services Fund. In the current year, the DIF funds will likely have decreased cash flows but the City may see an increase in the construction of public improvements. ONGOING FISCAL IMPACT Increased development permit applications in the redevelopment project azeas resulting from the DIF suspension will result in increased development processing revenues in the General Fund and Development Services Fund. In the short term, the DIF funds will likely have decreased cash flows but the City will see an increase in the construction of public improvements. At the end of the five-yeaz suspension period, the DIF funds themselves will be made whole and the action will have no significant impact on fund balance. Overall, increased investment in the redevelopment azea is anticipated to increase general purpose tax revenues to the City. ATTACHMENTS 1. Attachment 1 -Feasibility Study 2. Attachment 2 -Redevelopment Area Map 3. Attachment 3 -Memorandum Prepared by: Janice Kluth, AICP, Senior Project Coordinator, Development Services Department ' The Agency would build infrastructure projects designated m the Development Impact Fee Repor[s. 7-6 Attachment 1 MEMORANDUM To: Eric Crockett and Janice Kluth From: James Musbach, Michael Nimon, and Amanda Moffitt Subject: City of Chula Vista Westside Infill Market Review and Feasibility Analysis; EPS #"18"143 Date: March 17, 2010 Phu E.-nn~mia.-gf'~.r:rzd~icee The City of Chula Vista has retained Economic & Planning Systems, Inc. (EPS) to review the market conditions pertinent to infill development in the City's redevelopment areas. Additionally, EPS has developed a financial feasibility model for use by the Chula Vista Redevelopment Agency and City staff. The financial model is intended to be used as a ~~~~ tool for analyzing fnancial feasibility of different types of development in evaluation of various development impact fee levels and market factors. The development types considered in the EPS analysis include: 1. Residential For-Sale 2. Residential Rental 3. Office and Research & Development (R&D) 4. Retail (in mixed-use format) 5. Industrial Assumptions for the baseline inputs in the feasibility analysis are based on current market conditions reflective of the recent downturn in the real estate market. This memorandum documents the key findings of the market review and provides the background and support for the inputs in the feasibility analysis. The assumptions described below will change over time as the economy and the real estate market conditions continue to change and the model can be easily updated to reflect prevailing or projected market corrections. It is important that each time the model is used emnomlc&a7anning systems, tnc. assumptions and inputs are carefully reviewed for accuracy and zsol Minch streeq suireloo relevance to the specific site being analyzed. aerkeiey, G4 94?TO-2525 510 841 9F9Q fe1 51 Q B41 9208 !ax Berkeley 53Cramen[b Denver WWW.¢pSyS.LOlR 7-7 Memorandum March 7 Z 2070 City of Chula Vista Westside /nfi// Market Review and Feasibility Ana/ysis Page 2 Key Findings 1. Chula Vista has been significantly affected by the recent economic downturn. The downturn has resulted in weakening of real estate trends, particularly evident in the residential sector. These trends are more pronounced in Chula Vista relative to many comparable jurisdictions in San Diego County. 2. The weakening of the real estate market in Chula Vista has adversely affected land values and feasibility of new development across land uses. The decrease in property values has resulted in real estate prices falling below construction costs, making new development infeasible. Consequently, land values have experienced significant price depreciation since 2006, while new construction activity has substantially decreased. 3. The pro forma analysis indicates that none of the development types would be feasible under current market and economic conditions. The pro forma analysis for all development types results in a negative residual land value estimate, significantly below the 15 to 25 percent of the building value considered sufficient to justify new development. This indicates that no development type evaluated in the pro forma is feasible under current market conditions. 4. The Ci[y of Chu/a Vista co//ects deve/opment impact fees for residential and commercial deve/opment in the City to fund a number of improvements. While fee types and schedules vary by geographic areas within the City, this analysis evaluates fees charged in Western Chula Vista. The key fees include parks and recreation, public facilities, traffc and transportation, and sewer fees. These fees are also commonly charged by otherjurisdictionsin San Diego County. 5. Residential development impact fees in Chu/a Vista are the second highest among jurisdictions in San Diego County. While residential fees in Chula Vista are higher than those of most other cities in [he County, the fees fall within a reasonable range and are less than 11 percent of value. The fees for garden and high-rise apartments are in the range of 8.9 to 10.9 percent of value, while other residential uses are significantly below 9 percent of value, which implies a relative balance of fees compared to value under normalized market conditions. This suggests that fees in Chula Vista are not the key factor in determining feasibility of residential uses, and new development could occur with the current level of fees following a market recovery. However, given the current market downturn, relatively high fees may result in delaying and redirecting new development in Chula Vista and may adversely impact the City's efforts to attract new regional housing growth because of relatively high fees compared to other jurisdictions in the County. 6. Commercial deve/opment impact fees in Chula Vista fa// within a reasonable range and are close to the countywide average. Development impact fees collected for new commercial development in Chula Vista fall below 10 percent of value. This suggests that feasibility of commercial development is not significantly affected by the City's impact fee structure. These fees are also comparable to other jurisdictions in San Diego County. v: veoooaveio3cnwa_v~saiaepom iaraa,,,mo3mo aoc 7-8 Memorandum March 77, 2010 City of Chu/a Vista Wes[side /nfill Market Review and Feasibility Analysis Page 3 Market Review Chula Vista is a suburban community located on the east shore of San Diego Bay, 10 miles south of San Diego and north of the Mexican border. Southern San Diego County consists of a wide range of neighborhoods of different vintage, character, and condition. An abundance of neighborhoods and communities span the range of mature and healthy, new and stable, and older areas in need of revitalization. The current financial crisis, which was driven initially by subprime mortgage defaults and associated home foreclosures, has resulted in a significant tightening of lending practices and available capital, thereby reducing demand for homes. This has corresponded to a large number of homes entering the market, further deflating home prices. Demand for commercial space has been impacted by falling employment as the financial crisis has developed into the global "Great Recession." California has the highest number of subprime mortgages in the nation, and San Diego County has been affected by home foreclosures and the broader economic recession. Chula Vista Market Performance Trends The City of Chula Vista has a population of about 230,000 and employment base of about 56,000 (see Table 1). The largest share of employment falls within education services and retail trade, with significant employment in healthcare and industrial categories. Chula Vista ranges from rural to urban densities, with most of the City serving as a bedroom community function to the broader San Diego region. The urban core is located in Western Chula Vista and is the most urban location in the City. Similar to the broader regional trends, Chula Vista has been affected by the real estate downturn in recent years. The weakening of the residential and commercial real estate markets has resulted in value, rent, and occupancy decreases. Home prices in Chula Vista have fallen significantly in recent years followed by a period of steady price appreciation from the mid- 19905. Chula Vista"s median housing values peaked in 2005, with median home prices reaching $617,000 per unit, an increase of over 200 percent since 1993. However, median home values have since decreased to $299,000 per unit as of November 2009, a drop of more than 50 percent (see Table 2). Commercial space has followed similar trends, though in a less pronounced manner. Table 3 shows historic commercial rent and occupancy trends over time. Office rents have decreased by 27 percent since 2005 with vacancies increasing from 12.1 percent in 2006 to 41.4 percent by the end of 2009. While office vacancies are the highest among all commercial uses, the City does not contain a significant professional and financial services cluster with only 8 percent of employment in finance, real estate, management, and professional, scientific, and technical services categories. Retail and industrial space have also exhibited declining trends with respective rents decreasing by 21 and 12 percent since 2005. At the same time, industrial vacancies have increased from 2.1 percent to 5.5 percent, while retail vacancies have increased from 1 .5 to 4.1 percent. Despite the weakening of the real estate market, retail and industrial space vacancies remain relatively low relative to some comparable jurisdictions in San Diego County. Between 6 and 7 percent of the total foreclosure activity in the San Diego metropolitan statistical area (MSA) occurred in Chula Vista before 2005. However, this share significantly increased following the downturn, reaching as high as 14 percent of the broader region, or nearly 18,000 F:I tao00sl iai<3cnula_visralaeportlfetoJmm03t )I0.~x' 7-9 Memorandum March 17, 2070 City of Chula Visa Westside Infill Market Review and Feasibility Analysis Page 4 foreclosures in 2008 (see Table 4). This foreclosure rate translates into nearly 1 out of every 4 homes being foreclosed in 2008, a rate substantially higher than that of the County or the State, which had about 1 foreclosure per 54 units. Chula Vista's high foreclosure rate relative to the broader area indicates its relative weakness in the housing market as well as the nature of many home buyers who may have barely qualified for mortgages during the pre-recession speculative conditions. Many of these distressed buyers will not qualify for new mortgages going forward, which may extend the housing recovery in the City. New construction activity also provides a useful estimate of real estate market trends. As shown in Table 5, new construction in Chula Vista has been minimal compared to the historic levels across various land uses. This indicates that the current real estate market values do not justify a private sector investment in new construction. Recent Land Sales Land values in Chula Vista followed trends similar to the broader region, with prices peaking around 2006 and decreasing since. During the peak, residential land typically sold for over $1 .0 million per acre, with some sales as high as nearly $2.0 million per acre. While commercial land values are typically below residential uses, commercial land sold for approximately $1 .0 million per acre during the peak. Of course, land prices vary significantly because of many factors, such as rents and property values, the level of infrastructure improvements, building construction costs, development impact fees, zoning restrictions, and interest rates. After 2006, land transactions in Chula Vista were minimal and land price comparisons are difficult to interpret. However, based on the broader trends, land values have been significantly reduced by the economic downturn, and have considerably decreased from the 2005-2006 levels. However, as the economy and the real estate markets improve, land prices are likely to recover and return to historic levels, but that will likely be several years from now. Feasibility Analysis Inputs This section provides an overview and support for the key assumptions utilized in the feasibility model. These assumptions reflect the most up-to-date market trends and are used as inputs in the EPS analysis (see Table 6). These inputs will need to be updated in the feasibility model as conditions continue to change. Detailed pro formas by development type are shown in the Appendix. Building Values and Rents The economic downturn resulted in a substantial reduction of building values over the past few years. Given the volatility of the economy since the downturn, an average of values over the last few years may not yield the most appropriate estimate of current prices. Instead, this analysis uses the most up-to-date value estimates based on the current market trends, with some values less than construction costs. As the market recovers, building values are expected to increase above construction costs to support new construction. Residential For-Sa/e Residential for-sale values are based on the median sales prices provided by DataQuick for January through November of 2009. DataQuick provides a database of real estate transactions from county recorder and assessor's records and is updated monthly. The feasibility analysis R' I18000s118163Lhula_VisGlFeport118163mm031 J10 tlo[ 7-10 Memorandum March 17, 2010 City of Chula Vista Westside Infill Market Review and Feasibility Analysis Page 5 assumes that all residential units are market-rate. The City's affordable housing policy requires projects above 50 units to provide an affordable component or pay in-lieu fees, established on a case-by-case basis. To the extent that the project would include below market-rate units, land values in the pro forma would decrease. As mentioned above, median home prices in Chula Vista have fallen significantly to $299,000 per unity as of November 2009. DataQuick reported a median value of $361,000 per unit for new homes in Chula Vista between January and November 2009, 20 percent over the median for "all homes" (that consist of predominantly re-sales). As a result, EPS analysis assumes a 20 percent price increase applied to the citywide median sales price to reflect sales prices for new units. Given the predominantly single-family character of Chula Vista, most homes sold are single- family units, which are typically of higher value relative to attached, higher-density homes. The feasibility analysis includes townhomes and higher-density condominiums, as appropriate for the urban setting. New townhomes and high-rise condominiums are assumed to support values similar to the current citywide median prices as a reduction of "per unit" cost resulting from higher density (relative to mostly single-family sales) is assumed to be offset by a "new unit" premium. Podium mid-rise condominiums are assumed to sell at 15 percent below all-homes median, less than townhomes and high-rise condominiums. A precise estimate of the price differences between these development types will vary on specific characteristics of each project. Residential Rental The Colliers International Multifamily Market Report -Fall 2009, lists monthly apartment rents in the South Bay area at about $1.39 per square foot in September 2009,2 in line with the current survey of asking rents for various properties in Chula Vista. Because the rents are based on a range of property ages with most rental inventory in the area developed before the 1980s, rents for new space in Western Chula Vista are assumed to command a premium because of new construction and proximity to transit. As a result, garden apartments are assumed to support a 10 percent rent increase above citywide rent (a monthly rent of $1,500 per unit) while mid-rise apartment rents are estimated to support a 20 percent increase because of a higher level of amenities, such as podium parking and limited views (a monthly rent of $2,200 per unit). High-rise apartment rents are assumed [o generate the highest premium, 30 percent above average market rents (a monthly rent of $1,800 per unit).; This price increase is based on a high level of amenities, views, and proximity to transit as only high-rise apartments are allowed near transit under the City's height limit ordinance. ~ Home prices in WesterriChula Vista are generally below those in other areas of the City. z The South Bay market area includes Chula Vista, southeast San Diego, National City, Bonita, Imperial Beach, San Ysidro, Otay Mesa, Palm City, Nestor, Paradise Hills, and Encanto. s High-rise units are assumed to be smaller than mid-rise, which results in lower per-unit rent for high-rise units despite higher per square foot rent. G' 1180005118t<3Chula_VisLalRepM1 ]8)JJmm03tT0. Mm' 7-~~ Memorandum March 77, 2010 City of Chula Vista Westside Infifl Market Review and Feasibility Analysis Page 6 Office and R&D Office and R&D rents are based on the average asking lease rates for the fourth quarter of 2009 reported for South San Diego° by CBRE, in its market report updated quarterly. Rent ranges significantly between various types of office and R&D building types, densities, and amenities (i.e., parking, views, and tenant improvements). It is assumed that R&D space would provide the most basic amenities, while Class A office would include higher levels of amenities and improvements. As a result, R&D uses are assumed to generate rents similar to the South San Diego average as reported by CBRE, while office uses are assumed to result in a rent premium over the current market rents. Specifically, Class B office is assumed to support a 10 percent rent increase because of new space and higher-end finishes, while Class A office is assumed to support a 30 percent rent increase associated with higher levels of amenities and views. Of course, rent will vary by many site- and building-specific factors and should be adjusted for evaluation of specific buildings. Mixed-Use Retai/ Retail rents are based on the average asking lease rate for the fourth quarter 2009 reported by CB Richard Ellis (CBRE) in its Local MarketView report, which is updated quarterly. Based on this report, retail rents in Chula Vista and Bonita arejust under $2.00 per square foot on a triple net basis. Because these rents generally apply to existing space, it is assumed that new infill retail with amixed-use component in Western Chula Vista could support a 20 percent increase for new space above current rents, a similar assumption as residential uses. This adjustment is supported by market information obtained through interviews with local brokers. Lease rates for new retail space in western Chula Vista located in a highly visible shopping center with a strong anchor tenant could be as high as $2.50 per square foot on triple net basis. lndustria/ Rents for warehouse and distribution uses are based on the average asking lease rates for the fourth quarter of 2009 reported for South Bay by CBRE. Because these rents mostly apply to existing space, it is assumed that a 20 percent new space rent increase could be supported by new industrial development. The CBRE market report is updated quarterly. While sales/service use trends are not explicitly tracked by market reports, these uses are assumed to be higher-end, light industrial space compared to warehouse/distribution uses. Therefore, sales/service space is assumed to command rents 30 percent above warehouse/ distribution rents. Operating Expenses It is assumed that retail and industrial leases will be on a triple net basis, while office and R&D leases will be on a full service basis. Under the terms of the triple net lease, tenants typically pay all expenses associated with their operation in addition to rent, including property taxes, insurance, repairs, maintenance, and utilities. While landlords do incur expenses for property management and accounting, those expenses are minimal. As a result, absorption of all operating expenses by the tenants is assumed in the feasibility analysis under the triple net lease terms. a The South San Diego market area includes Chula Vista, National City, and Imperial Beach. P: 11BOCp51191131~u1a_V/a[a1RB0~rtI1B113mm031 JIO.tlOc 7-12 Memorandum March 77, 2010 City of Chula Vista Westside lnfill Market Review and Feasibility Analysis Page 7 for office, R&D, and residential rental development types, expenses associated with ongoing operation are paid by landlords under the full service lease structure. For residential rental uses, these expenses include property management, administration, maintenance, utilities, insurance, and taxes and are reflected in the "operating expenses" line item in the pro forma. Based on the mean for the San Diego-Carlsbad, San Marcos MSA from Urban Land Institute's Do//ors & Cents of Multifamily Housing 2006, an average operating expenses ratio is 37 percent of gross rent for residential uses. However, new construction is typically more efficient and results in lower utilities and maintenance costs; therefore, new residential apartment operating costs typically range between 25 and 35 percent. As a result, operating costs of 30 percent of gross rental income are assumed for residential rental uses. Operating expenses for office and R&D uses include cleaning, repair and maintenance, utilities, security, administration, and parking. According to the data from BOMA International for downtown San Diego, operating expenses make up about 37 percent of gross office rent. As described above, newer office space is likely to result in lower operating expenses because of newer and more efficient building features. Therefore, an average operating cost of 30 percent of gross rental income is also assumed for office and R&D uses. Cap Rates A "cap rate" is applied to the net operating income (NOI) to estimate the potential sales value of rent-generating properties. Cap rates have historically ranged between 4 and 10 percent, with residential rental uses and institutional space typically generating lower cap rates (perceived as lower risk), while industrial and manufacturing uses have typically generated higher cap rates, associated with riskier investments. Larger building space that could attract institutional investors typically generates lower cap rates compared to smaller buildings typically purchased by individuals and small investment companies. Cap rates are highly influenced by a wide number of factors and should be considered for individual projects based on site-specific factors. The cap rates utilized in this analysis are based on the current California Real Estate Journal data, which is updated quarterly. Residential Rental According to the California Rea/ Estate Journa/data for San Diego County, multifamily cap rates have been increasing from 5.1 percent during the second quarter of 2008 to 6.3 percent in the second quarter of 2009. The decompression trend over the last year is consistent with other California markets, including Los Angeles County, Orange County, and the San Francisco Bay Area. Given these trends, the cap rate of 6.0 percent is assumed for rental uses in this analysis. Residential cap rates should be evaluated on aproject-specific basis which vary based on a range of risks associated with development location, density, size, and broader capital market trends. Office and R&D According to the California Real Estate Journa/data for San Diego County, office cap rates have significantly escalated from 5.3 percent in 2008 to 9.5 percent by the end of the second quarter of 2009. The moss recent cap rate of 9.5 percent in San Diego County exceeds the rates in other comparable counties, which range between 6.8 and 8.0 percent during this time period. Similar to the risk perception described for retail, higher cap rates are associated with buildings that contain riskier office tenants, while buildings with higher-quality construction occupied with stable companies (with high credit ratings) result in lower cap rates because of lower risk. Class r: naooosi raiasawa_msraiaaoort~ iaia3mmo3mo eoc 7-13 Memorandum March 77, 2070 City of Chula Vista Westside Infi/I Market Review and Feasihi/ity Analysis Page 8 A and B office are assumed to have a comparable level of risk, while R&D space reflects higher risk because of more speculative tenants. As a result, a cap rate of 7.5 percent is assumed for office uses and 8.5 percent for R&D uses. Mixed-Use Retail Similar to residential rental and office uses, cap rates for retail space have experienced a decompression trend over the last 12 months, increasing from 6.1 to 6.8 percent in San Diego County by the end of the second quarter 2009. Retail cap rates in Los Angeles also fall within a 6 to 7 percent range. Retail cap rates are highly dependent on the type of tenant, with lower cap rates associated with national tenants with good ratings that are perceived as lower investment risk. Given the likely nature of small and family-owned retail tenants in Western Chula Vista, a cap rate of 7.0 percent is assumed. This assumption reflects a notion that many existing retail tenants in downtown may not have recognized credit worthiness and may have other issues associated with higher risk. This assumption also reflects the higher-risk nature of ground-floor retailin a mixed-use setting relative to stand-alone retail. Industrial Cap rates for industrial uses in San Diego County have ranged between 6.0 and 7.8 percent over the last three quarters, with the end of the second quarter of 2009 cap rates at 6.8 percent. This estimate is below the Orange County rate of 8.3 percent and Los Angeles County rate of 9.0 percent. This analysis assumes that industrial uses, including warehouse/distribution and sales/service, will both have a cap rate of 8.0 percent, a high end of the range in San Diego County but a low end of the range for the broader Southern California area. Construction Costs Building construction costs vary widely based on many factors, such as development location and use, building type and height, and costs of materials and labor. Direct construction costs provided in the feasibility analysis assume prevailing wages and are based on developer interviews and EPS's experience with comparable projects. These costs will change over time and should be considered on asite-specific basis for individual projects. A construction cost index, such as those found in Engineering News-Record (ENR), could be used by the City to update these costs on an ongoing basis. Residential Residential prices range by density, with lower-density wood-frame construction costing less than higher-density steel-frame construction. Podium parking cost for mid-rise development and underground parking cost for high-rise development are considered separately under parking costs. It is assumed that residential for-sale construction ranges between $150 per square foot for townhomes and $330 per square foot for high-rise for-sale development, with mid-rise falling in between. The same cost distribution between densities also applies to residential rental units, with a uniform 10 percent decrease in construction costs. This cost reflects a typical difference in quality and cost of construction between for-sale and rentals units. s Prevailing wage labor generally results in a 20 to 25 percent increase in construction costs. P:1 ]8000511811 JClrula_VlstalFeps[IIBI a3mm03I ]IO.tlce 7-14 Memorandum March 17, 2070 City of Chula Vista Westside lnfill Market Review and Feasibility Analysis Page 9 Office and R&D Office construction costs range by building type and density. A cost of $170 per square foot is assumed for wood-frame Class B office construction of up to three stories, while a cost of $220 is assumed for higher-density Class A office construction over podium parking. R&D development is likely to offer more "shell" flex space and will result in lower construction cost relative to office uses. Specifically, this analysis assumes construction cost of $140 per square foot or about 80 percent of Class B office cost. Mixed-Use Retai/ Since the retail uses evaluated in the pro forma are part of higher-density development rather than stand-alone retail, construction cost is assumed for retail based on costs for other uses that would be above it. Because ground-floor retail typically results in additional construction costs, a 10 percent cost increase is assumed for mixed-use relative to other uses with no ground-floor retail. /ndustria/ Industrial construction typically requires a minimal level of improvements and is more affordable because of lower building densities. This analysis assumes $85 per square foot in construction cost for warehouse/distribution uses and $100 per square foot for sales/service uses. Tenant Improvements Tenant improvements apply to interior finishes for commercial space and vary widely based on specific business needs, condition of shell space, and rent terms and levels. Higher rents generally require higher-end finishes with a higher share of the cost absorbed by landlords rather than tenants. The estimates in the feasibility analysis only consider the portion of tenant improvement costs absorbed by landlords and are based on rent and constructioncost assumptions and interviews with local brokers. Office and R&D Tenant improvements for a shell building are typically in the range of $40 to $50 per square foot, with the tenant carrying some portion of that cost. Tenant improvements for Class A office space are typically higher than those for Class B space. Similar to retail trends, the recent decrease in lease rates and high vacancies resulted in landlords offering a higher level of tenant improvements to attract good credit tenants far longer leases. The feasibility analysis assumes tenant improvements of $40 per square foot for stand-alone office and $50 per square foot for higher-density office. R&D uses are assumed to support start-ups and flex space, with tenant improvements in the $30 per square foot range. Mixed-Use Retai/ The soft market resulted in an increase in tenant improvement costs, often used to secure good credit tenants for longer, leases. Broker interviews indicate that while many local tenants are offered free rent in-lieu of tenant improvements, national or regional chains' rents support an average of $10 to $20 per square foot in tenant improvements, with some tenant improvements exceeding this range for premium space. This analysis reflects a tenant improvements cost of $20 per square foot with any additional costs assumed to be covered by tenants. D' 118pWS1 tat43Chula_VistalReportlleM3mmo31 )to.da 7-15 Memorandum March 17, 2010 City of Chula Visia Westside Infill Market Review and Feasibility Analysis Page 70 /ndustria/ Tenant improvements for industrial uses range widely based on tenants and building types. Landlords have historically provided no or minimal improvements to industrial tenants. However, given the recent softening in the industrial space market, tenant improvements in the $1 to $2 per square foot range have become more common. This analysis assumes $1.00 per square foot for warehouse/distribution uses and $2.00 per square foot far sales/service uses in tenant improvement costs. Parking Costs Based on developer interviews and prior EPS experience, the cost of constructing surface parking is estimated at about $4,000 per space, the cost of constructing podium or structured parking is estimated at $20,000 per space, and underground parking cost is estimated at $30,000 per space. This analysis assumes that surface parking cost is covered by the "site improvements" cost item, while podium and underground parking result in additional construction costs above site improvements. While it is likely that a portion of structured parking construction cost may be recovered by parking revenues, no cost recovery is assumed in this analysis. To the extent that potential parking revenues could be achieved, residual land values would improve. An estimate for parking spaces by development type is based on the City's existing parking ratios. While Chula Vista has specific parking requirements for townhomes, other residential parking ratios are sized on the number of bedrooms rather than development types. As a result, it is assumed that atwo-bedroom apartment ratio of 2.0 spaces per unit applied to all residential uses. The City's parking requirements for various development types are shown in Table 7. Development Impact Fees The feasibility analysis considers the key impact fees charged in Western Chula Vista including Western Transportation Development, Park Development, Public Facilities, Sewer, and Traffic Signal Participation. Other fees, such as school and affordable housing in lieu are not considered in this analysis. The most current schedule of the City's fees is used to allocate the schedule on a per-unit or per-square foot basis. Park development fees only apply to residential uses. Mixed-use development is assumed to pay fees separately for each development component, which results in a higher fee estimate. Key assumptions about the impact fees are listed below. Western Transportation Development Fee and Public Facilities Fee calculations reflect the following floor-area ratio (FAR) densities: 2.0 for mid-rise office and mixed-use retail, 0.5 for stand-alone office, 1.0 for R&D, and 0.3 FAR for industrial uses. Residential Sewer Fee calculations assume a 6-inch lateral per building with an average per building size of 10 townhomes, 20 apartments, 40 mid-rise units, and 80 high-rise units. • Commercial Sewer Fee calculations assume an average of 13 fixtures per building (i.e., sinks, toilets) with a typical building size of 40,000 square feet for office and R&D, 20,000 square feet for industrial uses and 10,000 square feet of retail in a mixed-use building. • Traffic Signal Participation Fee calculations assume an average of 80 daily trips per 1,000 square feet of retail, 20 daily trips per 1,000 square feet of office, 8 daily trips per 1,000 square feet of R&D, and between 2 and 5 daily trips per 1,000 square feet of industrial uses. F:I1B000511814JLItula_VislalR¢partb Bl43mm031]10 Cac 7-16 Memorandum March 17, 2070 City of Chula Vista Westside Infill Market Review and Feasibility Analysis Page 71 Development Returns Return on development investment varies based on a range of factors such as risk, capital and real estate market conditions, building uses, and other trends. Real estate development returns on investment have historically ranged between 8 and 15 percent. Development of residential uses is considered less risky than commercial space. Lower-density development is considered less risky than higher-density development and requires lower returns. Mixed-use development is considered riskier relative to development with no ground-floor retail. This analysis assumes that return requirements on vertical development reflect only building density and construction type rather than any other potential risk factors, such as geographic location within the City. Vertical development returns on development costs ranging between 9 and 14 percent are assumed in this analysis. Development return for residential uses is assumed to range between 9 and 14 percent depending on density, while industrial uses are assumed to require a return of 10 percent. Office and R&D development are assumed to require a return between 11 and 13 percent, while mixed-use development return is assumed to range between 13 and 14 percent and reflects a 1 percent increase above similar development type with no ground floor retail. Other Assumptions Efficiency Ratio-1Jsed for various development types to convert gross square footage to net square footage. An efficiency ratio of '100 percent is assumed for townhomes, 85 percent for other residential uses, 90 percent for office and R&D, 95 percent for retail, and 80 percent for industrial uses. • Options-Used for residential for-sale development types to reflect higher end finishes and other premium options, such as views, that could result in higher sales prices relative to the current market. These options are assumed at 3 percent far townhomes and podium mid- rise condominiums and at 5 percent for high-rise condominiums. While options also apply to residential rental development types, these options are captured under the rent assumptions. • Vacancy Rate-Reflects typical levels of vacancy upon stabilization. A vacancy rate of 4 percent is assumed for residential rental and industrial uses, 10 percent for office, and 5 percent for retail in mixed-use format. • Cost of Sa/e-Includes marketing and sales commission and is used to reflect a pro forma cost to distinguish between a capitalized market value and net revenue proceeds. This cost is assumed at 3 percent for residential uses and 2 percent for commercial uses. • Site Work Cost-Includes landscaping and surface parking cost; assumed at $5 per square foot far all development types. This cost does not include demolition of existing space. • Other /ndirect Costs-Reflect soft costs in addition to tenant improvements and development impact fees not explicitly stated in the pro forma analysis. These costs typically reflect architecture and engineering, financing, and general and administrative (G&A) and are assumed at 20 percent for all development types. ' • Contingency-Refects uncertainty associated with potential development cost increase, market changes, and other risk factors. Development contingencies typically range between 5 and 20 percent and decrease with the level of certainty. Given the small-scale nature and short development period of most infill projects evaluated in this analysis, development contingency is assumed at 5 percent for all development types. P:Veo00sl teta]Chula_vistalNeportll Bta?mmo]11to.dw 7-17 Memorandum March 17, 2010 City of Chula Vista Westside Infill Marke[ Review and Feasibility Analysis Page 12 Development Impact Fee Schedule Comparison to Other Jurisdictions Various development impact fees are collected by jurisdictions in San Diego County, including Chula Vista. The types of major development impact fees collected by each city are summarized in Table 8. The most common development impact fees include traffic and transportation, public facilities, parks, and sewer fees. Other common fees include drainage, affordable housing, water, and fire fees. EPS compared Western Chula Vista's impact fees to the schedule of fees collected by other San Diego County jurisdictions based on available schedules and interviews. Fee schedules are converted to a "per building square foot" based on the densities and building sizes,fi as shown in Table 9. Assumptions are made for comparison purposes, as in many cases the fees vary by project and include a number of site-specific factors such as density, building size, trip generations, and the number of fixtures. Detailed assumptions are shown in the Appendix. Residential development impact fees charged in the City of Chula Vista fall within the high end of the fee range charged by other jurisdictions in San Diego County. While fees vary with specific project characteristics, the City's per unit fees average approximately $26,000 for single-family and $21,900 for multifamily uses. The countywide average for single-family and multifamily residential uses is about $12,900 and $11,500, respectively. Chula Vista has the highest single- family residential impact fees while only Del Mar has higher multifamily impact fees than Chula Vista out of 14 sampled jurisdictions. It is worth noting that Del Mar has higher unit values, which results in fees being a lower percentage of the overall value (see Table 10). Development impact fees for nonresidential development in Chula Vista generally fall within the countywide range and are relatively close to the average, though some of the cities have stronger commercial real estate markets. Fees for office uses in Chula Vista range between $3.22 and $6.40 per square foot, based on density. This falls within the countywide range of $0.35 to $9.62 per square foot. Development impact fees for industrial uses also fall within the reasonable range, with fees of $2.38 per square foot in Chula Vista, close to the countywide average of $1.97 per square foot for industrial uses. While most of the retail supply in San Diego County consists of traditional lower-density with surface parking development, this analysis compares higher-density, ground-floor retail uses typically included in a mixed-use urban setting based on what would likely to be developed in Western Chula Vista. Because fees are calculated differently in various cities, additional assumptions are made for density and building space in order to translate fees into a "per building square foot" basis for cities where fee schedules are not directly comparable. Feasibility Analysis Results Several output measures are frequently used to provide development feasibility assessment and policy considerations for.potential review of the City's development impact fees. These measures are based on the pro forma analysis for various development types as shown in Table 6 and described below. e Based on assumptions used for development prototypes evaluated in this analysis P:118000z116143Chula_VistalF¢pa[11B143mm03] ]10.~IX 7-18 Memorandum March 17, 2010 City of Chula Vista Westside Infill Market Review and Feasibility Analysis Page 13 Residual Land Value The pro formas are structured to solve for the difference between revenues and developmenT costs, which results in an estimate of residual land value. Improved land values typically range between 15 and 25 percent of total development value. If the land value does not achieve this range, the project is not likely to be feasible as values do not support land costs. In the current analysis, all development types result in negative land value estimates, suggesting that substantial improvement in the market trends is necessary before new development could be supported by private investment. Fees as Percentage of Development Value Fees as a percentage of value are a common measure to evaluate development feasibility and the impact of fee costs. During normalized market conditions, a 10 to 15 percent range is considered reasonable, with fees exceeding 15 percent of development value considered potentially risky for viability of new residential development. For commercial uses, a 5 to 10 percent range is considered reasonable, with fees above 10 percent of development value potentially jeopardizing the economics of new development. Development impact fees in Chula Vista range between 6.7 and 10.9 percent for residential uses and between 1 .8 and 4.7 percent for commercial uses, while mixed-use fees fall in the range of 3.9 to 9.9 percent.' Therefore, the fees would not present a significant feasibility challenge based on this measure under normalized market conditions. However, given the current market downturn, the fees may still result in delaying, redirecting, or adversely affecting new development in Chula Vista. This is especially pronounced among residential uses, where a relative cost of fees exceeds mostjurisdictions in San Diego County. Specifically, only Escondido has a higher fees-to-value ratio than Chula Vista for residential development as shown in Table 7O. ~ The fee estimates in Chula Vista exclude certain fees, such as school district and affordable housing in-lieu, which would increase the total fees as percentage of value estimated in this analysis. P:1IB000SI IB 103CI,ule_Vis[a1Fep~tl181 d3mm031 ] 10.OC[ 7-19 1 N O Table 1 Chula Vista Population and Employment by Industry (2008) Chula Vista Westside Infill Market Review and Feasibility Analysis; EPS #18143 Item Total Percent of Total Population 230,397 100.0% Employment Agriculture, Forestry, Fishing and Hunting [1] 102 0.2°/a Utilities 136 0.2% Construction 1,760 3.2°/a Manufacturing 5,013 9.0°/a Wholesale Trade 1,823 3.3% Retail Trade 9,084 16.3% Transportation and Warehousing 1,280 2.3°/a Information 615 1.1 Finance and Insurance 1,519 2.7% Real Estate and Rental and Leasing 1,068 1.9°/a Professional, Scientific, and Technical Services 1,720 3.1°/a Management of Companies and Enterprises 260 0.5°/a Administration & Support, Waste Management and Remediation 1,387 2.5°/a Educational Services 10,691 19.2% Health Care and Social-Assistance 7,033 12.6% Arts, Entertainment, and Recreation 724 1.3% Accommodation and Food Services 6,010 10.8% Other Services (excluding Public Administration) 4,348 7.8°/a Public Administration 1164 2.1°/a TOTAL 55,737 100.0% (1] Includes mining, quarrying, and oil and gas extraction. Sources: DOF; U.S. Census LED; Economic and Planning Systems, Inc. Economic 8 Planning Systems, Inc. 3/17/2010 P:1IBOOOS11 B743Chula VisfalM°delI1B743MarketM°detl.xls Table 2 Chula Vista Residential Median Housing Price 1998 - 2009 ($ 2009) Chula Vista Westside Infill Market Review and Feasibility Analysis; EPS #18143 Item 1996 1997 1996 1999 2000 2001 2002 2003 2004 2006 2006 2007 2006 2009' New Homes Metlian Sales Price 498 $304 $311,959 $327,952 $357,750 $367,088 $395,350 $440,043 $575,027 $630,130 $662,075 $471,782 $474,768 $476,921 $360,931 , 2 5% 5 1% 9 1% 2 6% 7.7% 11.3% 30.7% 9.6% 5.1% -28.7% 0.6% 0.5% -24.3% Annual Change na . . . . Existing Homes Median Sales Price $226 772 $222,197 $233,760 $244,112 $271,297 $297,780 $356,958 $419,599 $535,553 $590,350 $568,476 $461,001 $332,851 $291,855 , 7% 1 2% 5 4 4% 11 1% 9.8% 19.9% 17.5% 27.6% 70.2% -3.7% -15.4% -30.8% -12.3% Annual Change - . na . - . . . All Homes Median Sales Price 377 $252 $251,033 $258,493 $279,547 $307,894 $336,854 $387,862 $472,069 $570,428 $616,939 $539,555 $479,186 $349,140 $299,239 , 0 5 % 3 0% 1 % 8 10 1 % 4% 9 15.1 °/ 21.7% 20.8 % 6.2 % -72.5 % -11.2 % -27.1 % -14.3 Annual Change na . - . . . . Sources. DalaQuick, Economic 8 Planning Systems, Inc. J N J Economic 8 Plannng Sys(°ms, Inc. Y1 ]!1010 Pi18000s118143C~ula_VisfaLNotleNa193MaikelMOtlelixls J N N Table 3 South County I Chula Vista Commercial Lease and Vacancy Rates 2005 - 2009 (Q4) Chula Vista Westside Infill Market Review and Feasibility Analysis; EPS #18143 Item 2005 2006 2007 2008 2009 Offlce Average Monlhly Lease Rate $2.29 $2.24 $2.35 $2.22 $1.68 Average Vacancy 14.2 % 12.1 % 20.4 % 31.9 % 41.4 Industrial Average Monihly Lease Rate $0.90 $0.86 $0.87 $0.72 $0.71 Average Vacancy 2.1 % 2.6 % 5.3 % 5.4 % 5.5 Retell Average Monthly Lease Rale $2.24 $1.54 $2.54 $2.09 $1.98 Average Vacancy 1.5% 0.7% 1.5% 1.6% 4.1°/ Sources: CBRE, Economic 8 Planning Systems, Inc. Ec°namk 8 Planning Systems, Inc. J/11R010 Pi18000s118f 43Chula_Visla4MotlelV 8143MaAefMOtlell.xla Table 4 Foreclosures Activity (2003-2009) Chula Vista Westside Infill Market Review and Feasibility Analysis; EPS #18143 Item 2003 2004 2005 2006 2007 2008 2009 Chula Vista 11 7 14 196 1,062 2,593 1,378 San Diego MSA 150 123 210 1,622 7,630 17,985 10,209 Chula Vista as % of San Diego MSA 7% 6% 7°/o 12% 14% 14% 13% Sources: RAND; Economic & Planning Systems, Inc J N W Economic B Plannin8 Systems, Inc. 3/772010 P:V8000s118143Chula_VislalMOdelVB143MarkefM°delf.xls Table 5 Chula Vista New Construction (2003-2009) Chula Vista Westside Infill Market Review and Feasibility Analysis; EPS #18143 Land Use 2003 2004 2005 2005 2007 2006 2009 Residential Single Family 1,683 2,017 2,177 1,283 687 481 203 Multi-Family 1240 690 831 1242 759 350 305 Subtotal 2,923 2,707 3,008 2,525 1,446 831 508 Commercial Office na na 153,700 18,299 67,620 0 0 Industrial na na 278,277 174,919 183,194 55,312 0 Retail na na 188.000 850.000 85470 0 0 TOTAL COMMERCIAL (SO.FT.) na na 619,977 1,043,218 336,484 55,312 0 ~ Sources: DOF, CBRE, and Economic & Planning Systems, Inc N A Ewnomic B Planning Systems, Inc 3/778010 P-118000511 B743Chula_VisfalMOtlelI1 B743MaikelMOtlel1 xls ESIY %L'p %95Z- 12£41 GZLY %5'Z %9Sf- UCf) 16!4 %6'[ %S'SZ l- l9lLY) BBZY %Ofi %[BP ISfiE) Slf4 %a6 %9'LL- IeEIS) OVLS %9Z %5'66- (lZlE) 9L04 %9'I %4194- (00ES1 LfiZ4 %Zb %4'06- (6644) SZZ'E29f %68 %!'694- (099'lfi[Y) SCZ'9LpS %OL %l'oL- (O6S'OOZ4) 609'09Z4 %B Ol %ZZE- 1DL06941 50Z'6BSt %Le %S'O6- l0[L'b0Lf1 l5 L'SSO4 %1'0 %69L- (OOO IDLY) 968'SBE4 YeE'L %Z'BZ- (OOO LBf) (N bs+adn!un+ad)ISpp wawdplanap enlan wawdplana0 to %se saad anle~6wppaa to%%e enle~pue~lenplsaa (Nbs'6PI9 +atlnwn+atl)enle0 pve,^~^oaL~tlN %004 59'54 l~-p{ Z L'04 9904 Oq 9665 %O Ol Bf'Z4 j}'p¢ LI Of 9904 o! fiY if %O bl t9'C4 90'L4 OZ O! 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VN au eu au 000'6524 tlN eu ey au 000'6624 VN aletl dep sasuadq fiu9e+adp ('e'buad)luatl lanuutl (yun+ed)anlen adAl luatl slndyl amm~atl t(~ N r 0t eu ooD'm au eu 0t ep ooo'at ey ep OS o~z ooo'Dl ey ey OS 9z ooo'w aoe'l DoL D'S oz o6obl ooc'l DoL E'l eu ooo'm eu au Ce eu ooo'DI eu B0 CC au ooD'oL au eu au 0'Z eu DDD'l om eu OZ eu aoCL ow eu 0'Z eu aoo'l om eu 0'Z eu DoD'L om eu 0'Z eu o6e'l aoL eu 0'L eu oon oot Ce'bs 000'Vatl)9petl eu!4ad (1!un+ad)epea BU!Wed laai ven63lelvawwo^ pryn+aa)aals leppaPl•aa aaOp a~ywa aaen^s psuoa a ~ sep C^II e.y~ee aa.yw 'uoOaMSUOO ziaozsen uos Zall aeema~p wenipoa °vxree m,w w~n~a.w=wa nwaa'wrona m.wns.w ~e M.dseww wuopanpiwa an a we llagxmpoom wypaK s' 90 En Nan aawp 9N an Nyn Pe'la weypuw~9 Aela moy punpx~ ewyae mews wmwe w~poe mAmosew uopa awe4 M>K P oPBWan Wtx sau Imin ~eoypuwm ae maa epNwe axre ow~paa xwa.eey.a asayns'.axa. pel wnpaa alarewa wwMawa 1 IMUR WP aw 'D ~ auey p+en p 0~^a aweq aapal%C%e^ P ^ISENMI pep'.sa. R8%an eujywa eN^ree ae.we w ppa ~w~woa aen"'a.aeva wwea~ry.n .~oBaMauoa wawyp eP VSZeIJ wacvoam ~a Pa°w wpa q +an wpainM~w s ul palsm IaCWaD KBaroP/ Pow fa ~olzBNan ae ewa ma~area ae. nee a~0iae a>Qy~. pwo ~xw w~wo ~ memew s epnwaw wessw -wp'm5 wa ~anp ue M 1lM ~wPSnnwoa awe4 awwl POw IaaIS VZSeI> awe41 wlxCNan se ~N58 a/uVV Pm.x sa B len (suolpp bunyed'edAl uplp+ylsupa'W61aV1 YOlldll>aa^ waN may Is'ale9 uoVMyls!p Iasnp9weM I!elae+an0 a>yOtlsselp peps Aelatl +anp sluawyetltl +anO SpPUpJ asla-Plry wm,Ppd asitl9!W wmPod awtlp lu lamp 8V>+e0satl lasmpaxw) aslN -P!W V sselp auoltl -pue199 cse10 sluawVadV as!a-46!N sluawyetlV aluawyedtl as!tlvlry wn!POd uaP+e9 sppuap as!a+16!N sppupp sawpVe+^vy aslaW!ry wnlppd IePlsnpvl ayn-p..!w pva PUe aa!xo .Innaa le!rvaPlaaa .wes-.od wnuaplaaa CYLBL# Sd 3 1s!sAleutl R111 19!seai Pue malnaa IaMLery II!lul aP!s1saM als!A el^40 aseQeled slndul ewaoi xud 9 a19e1 Table 7 City of Chula Vista Parking Requirements Chula Vista Westside Infill Market Review and Feasibility Analysis; EPS #18143 Land Use !Development Type Parking Requirements Residential Townhouses 2.0 per unit Studio/One-Bedroom Apartment 1.5 per unit Two-Bedroom Apartment 2.0 per unit Three-Bedroom Apartment or Larger 2.0 per unit Reta i I Stores or Shops [1] 5.0 per 1,000 sq. ft. Business and Professional Offices 3.3 per 1,000 sq. ft. Research or Testing Laboratories 1.3 per 1,000 sq. ft. Warehouses 1.0 per 1,000 sq. ft. [1] 6ccludes furniture stores. Economic 8 Planning Systems, Inc 3/17/2070 P:178000s118743Chula_VistalModeN8743FeasibilityMOtlelS.xls 7-2i) Table 8 Development Impact Fee Survey for San Diego County Chula Vista Westside Infill Market Review and Feasibility Analysis; EPS #18143 Park and Puhlic Cultural Traffic and Affordable City Recreation Facilities Facilities (Art) Police Fire Transportation Housing Water Sewer Drainage Chula Vista X X X case by case X Carlsbad X X X X X X Coronado X X X X X Del Mar X X X X EI Cajon City does not charge development Impact fees. Encinitas X X X K Escondido X X X X X X X ~ La Mesa X X v National City X X X X X Oceanside X X X X X X K Poway X X X X X X San Diego X X San Marcos X X X X X Vista X X X X X X X Note: excludes cities with unavailable fee schedules; school district fees are no[ included. Source: San Diego County cities; Economic 8 Planning Systems, Inc. Ewnomlca Plamm~e Syslema, Inc. Yt ]2010 P'11BOW511B1J3Chula_YSfaVdo0eNB14JMaMe(MOtlelLxlS Table 9 Development Impact Fee Schedule Comparison by Development Type Chula Vista Westside Infill Market Review and Feasibility Analysis; EPS #18143 r I N Residential Commercial Single Family Multi-Family High-Density Retail Low-Density Office High-Density Office Industrial City per unit (1) per unit (2) per sq.ft. (3) per sq.ft. (4) per sq.ft. (5) per sq.ft. (6) Chula Vista $26,039 $21,866 $3.61 $6.40 $3.22 $2.36 Carlsbad $7,003 $5,896 $10.30 $2.79 $2.62 $1.02 Coronado $10,559 $10,209 $0.50 $0.50 $0.50 $0.50 Del Mar $24,208 $23,963 $0.35 $0.35 $0.35 $0.35 EI Cajon City does not charge development i mpact fees. Encinitas $16,145 $13,601 $10.60 $9.62 $9.62 $4.42 Escondido $24,873 $19,295 $7.07 $4.55 $4.55 $3.38 La Mesa $7,461 $5,965 n/a n/a n/a n/a Lemon Grove $673 $673 n/a n/a n/a n/a National City $3,514 $3,230 $2.65 $1.37 $1.37 $0.40 Oceanside $16,182 $15,641 $3.89 $1.98 $1.96 $1.19 Poway $15,956 $15,942 $6.48 $6.48 $6.48 $2.49 San Diego Vary Vary $0.64 $1.06 $1.06 $0.27 San Marcos $16,570 $12,590 $2.32 $7.13 $1.78 $5.07 Visia 11 580 10 642 25.51 6.93 6.49 2.57 Average $12,894 $11,470 $6.39 $3.89 $3.35 $1.97 Range $673 - $26,039 $673 - $23,963 $0.35 - $25.51 $0.35 - $9.62 $0.35 - $9.62 $0.27 - $5.07 Vary -fees range based on the geographic location within the~City (1) Assumes 2,000 square foot units with an average density o(8 units per acre. (2) Assumes 1,300 square toot units with an average density of 40 units per acre. (3) Assumes t0,D00 square feet of retail space per building with an average FAR of 2.0 as part of higher-density mixed-use development. (4) Assumes 40,000 square feet of office space per building with an average FAR of 0.5. (5) Assumes 40,000 square feet of office space per building with an average FAR of 2.0. (6) Assumes 20,000 square feet of office space per building with an average FAR of 0.3. Source: San Diego County cities; Economic & Planning Systems, Inc. Economic 6 Planning Systems, Inc. 3/f 7/2810 P'If 8088s118143Chula VisfelMOde018f43MarkelMOdelf.xls Table 10 For-Sale Residential Development Impact Fee as Percent of Value Chula Vista Westside Infill Market Review and Feasibility Analysis; EPS #18143 J N CO Impact Fee New Unit Values (1) Impact Fee as °/ of Value Single Family Multi-Family Single Family Multi-Family Single Family Multi-Family City per unit (2) per unit (3) per unit per unit Chula Vista $26,039 $21,866 $402,367 $228,955 6.5°/a 9.6% Carlsbad $7,003 $5,896 $752,549 $431,021 0.9% 1.4% Coronado $10,559 $10,209 $1,494,000 $1,020,000 0.7% 1.0% Del Mar $24,208 $23,963 $1,500,000 $852,000 1.6°/a 2.8% Encinitas $16,145 $13,601 $625,900 $414,900 2.0°/a 3.3% Escondido $24,673 $19,295 $334,162 $122,058 7.4% 15.8% La Mesa $7,461 $5,965 $437,064 $219,407 1.7% 2.7°/a Lemon Grove $673 $673 $286,800 $120,600 0.2°/a 0.6% National City $3,514 $3,230 $216,000 $126,000 1.6°/a 2.6% Oceanside $16,182 $15,641 $346,428 $187,844 4.7% 8 3o/a Poway $15,958 $15,942 $555,000 $237,000 2.9% 6.7% San Marcos $16,570 $12,590 $499,531 $276,754 3.3°/a 4.5% Vista 11 580 10 642 350 040 183 963 3.3% 5.8°/a Average $12,894 $11,470 Range $673 - $26,039 $673 - $23,963 0°/a-7.4% 0%-15.8°/a (1) Assumes re-sale values increased by 20 percent to reflect the difference between new and existing single-family prices (2) Assumes 2,000 square foot units with an average density of B units per acre. (3) Assumes 1,300 square foot units with an average density of 40 units per acre. Source: San Diego County cities; Economic & Planning Systems, Inc. Economic 8 Planning Systems, Inc. 3/1 ]/2010 P:I18000sV 8143Chula VisfalMOtle1118143MarkelMOtlel1.x15 Table A-1 New Townhomes Residual Land Value Chula Vista Westside Infill Market Review and Feasibility Analysis; EPS #18143 Item Assumption Per Unit Total DEVELOPMENT PROGRAM Uniis 100 Gross Area 1,700 sq.ft. per unit 170,000 sq.ft. Effciency Ratio 100 % - Net Area 170,000 sq.ft. Parking Ratio (spaces per unit) 2.0 REVENUE ASSUMPTIONS Sale Price $299,000 per unit $299,000 $29,900,000 Options 3.0 % $8,970 $897,000 (less) Cost of Sale 3.0% t$,8 9~ ($897,0001 Total Revenue $299,000 $29,900,000 DEVELOPMENT COSTS Direct Costs Building Construction Cost $150 /GLA sq. ft. $255,000 $25,500,000 Site Improvement Cost $5.0 /GLA sq. ft. $5.00 $850,000 Parking Construction Cost $0 per space Total Direct Costs $263,500 $26,350,000 Indirect Costs Impact Fees Western Transportation Development $2,594 per unit $2,594 $259,400 Park Development $7,105 per unit $7,105 $710,500 Public Facilities $8,268 per unit $8,268 $826,800 Sewer $4,180 per unit $4,180 $417,980 Traffic Signal Participation $246 per unit $246 $24,584 Other Indirect Costs (1) 20_0% of direct costs 52 700 $5.270.000 Total Indirect Costs 28.5% of direct costs $75,093 $7,509,264 Subtotal, Direct and Indirect Costs $338,593 $33,859,264 Contingency (% of direct and indirect costs) 5.0% of tlirect and. indirect costs $9.96 $1,692,963 Developer Return (% of direct and indirect costs) 9.0% of direct and indirect costs $17.93 $3,047,334 Total Costs $385,996 $36,599,561 RESIDUAL LAND VALUE ($87,000) ($8,700,000) (1) Include architecture 8 engineering, fnancing, and G 8 A costs Source: Economic 8 Planning Systems, Inc. Economic a FVannin9 Sysbms, Inc YY ]R°t0 P 118000sN B1<3Chula_VistalMatleN B1i3FeasibilifyMOtlNS rls 7-30 Table A-2 Podium Parking Mid-Rise Condo Residual Land Value Chula Vista Westside Infill Market Review and Feasibility Analysis; EPS #18143 Item Assumption Per Unit Total DEVELOPMENT PROGRAM Units 100 Gross Area 1,300 sq.ft. per unit 130,000 sq.ft. Efficiency Ratio 85% Net Area 110,500 sq.ft. Parking Ratio (spaces per unit) 2.0 REVENUE ASSUMPTIONS Sale Price $254,000 per unit $254,000 $25,400,000 Options 3.0% $7,620 $762,000 (less) Cost of Sale 3.0 % rs7.szo1 762 000 Total Revenue $254,000 $25,400,000 DEVELOPMENT COSTS Direct Costs Building Construction Cost $200 1GLA sq. ft. $260,000 $2Q000,000 Site Improvement Cosi $5.0 /GLA sq. ft. $5.00 $650,000 Parking Construction Cast $20,000 per space 4$ 0.000 $4.000.000 Total Direct Costs $306,500 $30,650,000 Indirect Costs Impact Fees Western Transponation Development $1,946 per unit $1,946 $194,600 Park Development $7,105 per unit $7,105 $710,500 Public Facilities $8,268 per unit $8,268 $826,800 Sewer $3,653 per unit $3,653 $365,345 Traffic Signal Participation $246 per unit $246 $24,584 Other Indirect Costs (1) 20_0°/ of direct costs 6$ 1,300 $6 130.000 Total Indirect Costs 26.9% of direct costs $82,518 $8,251,829 Subtotal, Direct and Indirect Costs $389,018 $38,901,829 Contingency (% of direct and indirect costs) 5.0 % of direct and indirect costs $19,451 $1,945,091 Developer Retum (°/ of direct and indirect costs) 12.0 % of direct and indirect costs 3$ 5.91 54.668.219 Total Costs $455,151 $45,515,140 RESIDUAL LAND VALUE - ($201,000) ($20,115,000) (1) Include architecture & engineering, financing, and G & A costs Source: Economic & Planning Systems, Inc. Ec°n°rr6c a flanning Sysroms, Inc 3fOlL010 P'1180005118103Cbula_Visro0.loDeNB1<3£easidlifyM°Ce3.xls 7-31 Table A-3 High-Rise Condo Residual Land Value Chula Vista Westside Infill Market Review and Feasibility Analysis; EPS #18743 Item Assumption Per Unit Total DEVELOPMENT PROGRAM Units 100 Gross Area 1,000 sq.ft, per unit 100,000 sq.R. Efficiency Ratio 85 % Net Area 85,000 sq.ft. Parking Ratio (spaces per unit) 2.0 REVENUE ASSUMPTIONS Sale Price $299,000 per unit $299,000 $29,900,000 Options 5.0% $14,950 $7,495,000 (less) Cost of Sale 3.0% 8 970 897 000 Total Revenue $304,980 $30,498,000 DEVELOPMENT COSTS Direct Costs Building Construction Cost $330 /GLA sq. ft. $330,000 $33,000,000 Site Improvement Cost $5.0 /GLA sq. ft. $5.00 $500,000 Parking Construction Cost $30,000 per space 6$ 0.000 $6.000.000 Total Direct Costs $395,000 $39,500,000 Indirect Costs Impact Fees Western Transportation Development $1,946 per unit $1,946 $194,600 Park Development ~ $7,105 per unit $7,105 $710,500 Public Facilities $8,268 per unit $8,268 $826,800 Sewer $3,566 per unit $3,566 $356,573 Traffic Signal Participation $246 per unit $246 $24,584 Other Indirect Casts (1) 20_0 % of direct costs 79.000 $7.900.000 Total Indirect Costs 25.3% of direct costs $100,131 $10,013,057 Subtotal, Direct and Indirect Costs $495,131 $49,513,057 Contingency (% of direct and indirect costs) 5.0 % of direct and intlirec[ costs $24.76 $2,475,653 Developer Retum (% of direct and indirect costs) 14.0% of tlirect and indirect costs 6$ 9.32 $6.937.828 Total Costs $589,205 $58,920,537 RESIDUAL LAND VALUE ($284,230) ($28,423,000) (1) Inclutle architecture 8 engineering, financing, and G 8 A msts Source: Economic & Planning Systems, Inc. Ecanorroc B Planning Syskms, Irrc. 3H]201n P'118000s1181i3Chula VisfaVAOrleN810.3FeasihiliryMOCe15 x6 7-32 Table A-4 Garden Apartments Residual Land Value Chula Vista Westside Infill Market Review and Feasibility Analysis; EPS #18143 Item Assumption Per Unit Total DEVELOPMENT PROGRAM Units 100 Net Area 1,000 sq.ft. per unit 100,000 sq.ft. Efficiency Ratio 85% Grass Area 117,647 sq.ft. Parking Ratio (spaces per unit) 2.0 REVENUE ASSUMPTIONS Gross Revenue $18.35 /net sq. ft./year $18,348 $1,834,800 (less) Operating Expenses 30% ($5,504) ($550,440) (less) Vacancy Rate 4.0 % ($734) 7($ 3,3921 Subtotal, Annual Net Operating Income $12,110 $1,210,968 Capitalized Value 6.0°/ cap rate $201,828 $20,182,800 (less) Cost of Sale 3.0°/ j~6 O5~ 605 484 Total Revenue $195,773 $19,577,316 DEVELOPMENT COSTS Direct Costs Building Construction Cost $140 /GtA sq. ft. $164,706 $16,470,588 Site Improvement Cost $5.0 /GLA sq. ft. $5.00 $588,235 Parking Construction Cost $0 per space Total Direct Casts $170,588 $17,058,824 Indirect Costs Impact Fees Western Transportation Development $2,594 per unit $2,594 $259,400 Park Development $7,105 per unit $7,105 $710,500 Public Facilities $8,268 per unit $8,268 $826,800 Sewer $3,829 per unit $3,829 $382,890 Traffic Signal Participation $184 per unit $184 $18,438 Other Indirect Casts (1) 20_0 % of direct costs $34 118 $3.411.765 Total Indirect Costs 32.9% of direct costs $56,098 $5,609,793 Subtotal, Direct and Indirect Costs $226,686 $22,668,616 Contingency (% of direct and indirect costs) 5.0% of direct and indirect costs $11,334 $1,133,431 Developer Retum (% of direct and indirect costs) 10.0 % of direct and indirect costs 1$ 9.27 $2 266 862 Total Costs $260,689 $26,068,909 RESIDUAL LAND VALUE ($64,920) ($6,492,000) (1) Include architecture 8 engineering, fnancing, and G & A costs Source: Economic 8 Planning Systems, Inc. Economic B Planning Systems, Irrc. 31p20f0 P:113000s1191C3Cbuk ~lsb1M°baN31J3FeasibilityM°tle15. rls 7-33 Table A-5 Podium Parking Mid-Rise ApaRments Residual Land Value Chula Vista Westside Infill Market Review and Feasibility Analysis; EPS #18143 Item Assumption Per Unit Total DEVELOPMENT PROGRAM Units 100 Net Area 1,300 sq.ft. per unit 130,000 sq.ft. Efficiency Ra[io 85 % Gross Area 152,941 sq.ft. Parking Ratio (spaces per unit) 2~0 REVENUE ASSUMPTIONS Gross Revenue $20.02 lnet sq. ft./year $26,021 $2,602,080 (less) Operating Expenses 30% ($7;806) ($760,624) (less) Vacancy Rate 4.0% 1 041 104 083 Subtotal, Annual Net Operating Income $17,174 $1,717,373 Capitalized Value 6.0 % cap rate $286,229 $28,622,880 (less) Cost of Sale 3.0% ($8.5871 858 686 Total Revenue $277,642 527,764,194 DEVELOPMENT COSTS Direct Costs Building Construction Cost $180 /GLA sq. ft. $275,294 $27,529,412 Site Improvement Cost $5.0 /Gt.A sq. ft. $5.00 $764,706 Parking Construction Cost $20,000 per space 4$ 0.000 $4.000.000 Total Direct Costs $322,941 $32,294,118 Indirect Costs Impact Fees Western Transportation Development $1,946 per unit $1,946 $194,600 Park Development $7,105 per unit $7,105 $710,500 Public Facilities $8,268 per unit $8,268 $826,800 Sewer $3,653 per unit $3,653 $365,345 Traffic Signal Participation $246 per unit $246 $24,584 Other Indirect Casts (1) 20_0 % of direct costs 6$ 4.588 $6.458,824 Total Indirect Costs 26.6% of direct costs $85,807 $8,580,653 Subtotal, Direct and Indirect Costs $408,748 $40,674,770 Contingency (% of direct and indirect costs) 5.0 % of direct and indirect costs - $20,437 $2,043,739 Developer Return (% of direct and indirect costs) 12.0 % of direct and indirect costs 3$ 2.07 $4.904.972 Total Costs 5478,238 $47,823,481 RESIDUAL LAND VALUE ($200,590) ($20,059,000) (1) Incluoe architecture 8 engineering, fnancing, and G 8 A costs Source: Economic 8 Planning Systems, Inc. Economic 8 Plannirq 8ysrems, Inc. 3!1]2010 Pa8000sO8143Chvla VisfalMadeN8143PeasibiliryMO0e15 s1s 7-34 Table A-6 High-Rise Apartments Residual Land Value Chula Vista Westside Infill Market Review and Feasibility Analysis; EPS #18143 Item Assumption Per Unit Total DEVELOPMENT PROGRAM Units 100 Ne[ Area 1,000 sq.ft. per unit 100,000 sq.ft. Effciency Ratio 85 % Gross Area 117,647 sq.ft. Parking Ratio (spaces per unit) 2.0 REVENUE ASSUMPTIONS Gross Revenue $21.68 /net sq. ft./year $21,684 $2,168,400 (less) Operating Expenses 30 % ($6,505) ($650,520) (less) Vacancy Rate 4.0% 867 86 736 Subtotal, Annual Net Operating Income $14,311 $1,431,144 Capitalized Value 6.0 % cap rate $238,524 $23,852,400 (less) Cost of Sale 3.0 % L$7 1 ~ ($715.5721 Total Revenue $231,368 $23,136,828 DEVELOPMENT COST5 Direct Costs Building Construction Cost $300 /GLA sq. ft. $352,941 $35,294,118 Site Improvement Cost $5.0 /GLA sq. ft. $5.00 $588,235 Parking Construction Cost $30,000 per space 6$ 0.000 $6.000,000 Total Direct Costs $418,824 $41,882,353 Indirect Costs Impact Fees Western Transportation Development $1,946 per unit $1,946 $194,600 Park Development $7,105 per unit $7,105 $710,500 Public Facilities $8,268 per unit $8,268 $826,600 Sewer $3,566 per unit $3,566 $356,573 Traffic Signal Participation $246 per unit $246 $24,584 Other Indirect Costs (1) 20_0% of direct costs 8$ 3.765 $8.376 471 Total Indirect Costs 25.0 % of direct costs $104,895 $10,489,527 Subtotal, Direct and Indirect Costs $523,719 $52,371,880 Contingency (% of direct and indirect costs) 5.0%a of direct and indirect costs $26,186 $2,618,594 Developer Retum (% of direct and indirect costs) 14.0 % of direct antl indirect costs 6$ 2.32 $7 332.063 Total Costs $623,225 $62,322,537 RESIDUAL LAND VALUE ($391,860) ($39,186,000) (1) Include architecture 8 engineering, fnancing, and G & A costs Source: Economic 8 Planning Systems, Inc. EconomicB Planning Systems, lnc 3f1)11010 P\1B00 0511 914 3Cbula_WStalMOdeNBf4]FeasibiliNMCtlel5 sls 7-35 Table A-7 Class B Stand Alone Office Residual Land Value Chula Vista Westside Infill Market Review and Feasibility Analysis; EPS #18143 Item Assumption Per Bidg. Sq.Ft Per Acre DEVELOPMENT PROGRAM Gross Leasable Area (sq.ft.) 10,000 sq.ft. Efficiency Ratio 90% Net Leasable Area (sq.ft.) 9,000 sq.ft. Parking Ratio (spaces per 1,000 sq.ft.) 3.3 REVENUE ASSUMPTIONS Gross Office Revenue (FS) $22.18 INLA 19.96 199,584 (less) Operating 6cpenses 30% (5.99) (59,875) (less)Commissions 3.0% (0.60) (5,988) (less) Vacancy Ra[e 10.0 % (2.001 19 858 Annual Net Operating Income 11.38 113,763 Capitalized Value 7.5°/ cap rate $151.68 $1,516,838 (less) Cost of Sale 2.0% ($3.03) 3(3 0.33 Total Revenue $149 $1,486,502 DEVELOPMENT COSTS Direct Costs Building Construction Cost $170 /GlA sq. ft. $170.00 $1,700,000 Site Improvement Cast $5.0 /GLA sq. ft. $5.00 $50,000 Parking Construction Cost $0 /per space $0.00 Total Direct Costs $175.00 $1,750,000 Indirect Costs Tenant Improvements $40.00 /GLA sq. ft. $40.00 $400,000 Impact Fees Western Transportation Development $4.47 /GLA sq. ft. $4.47 $44,669 Public Facilities $1.2fi /GLA sq. ft. $1.26 $12.608 Traffic Signal Participation $0.61 lGLA sq. ft. $0.61 $6,146 Other Indirect Costs (i) 20_0°/ of direct costs 3$ 5.00 35$ 0.000 Total Indirect Costs 46.5 % of direct costs $81.40 $814,021 Subtotal, Direct and Indirect Costs $256 $2,564,021 Contingency (% of direct and indirect costs) 5.0% of direct and indirect costs $12.82 $128,201 Developer Retum (% of direct and indirect costs) 11.0% of direct and indirect casts 28.20 28$ 2.042 Total Costs $297 $2,97d,264 RESIDUAL LAND VALUE ($149) ($1,488,000) (1) Inclutle architecture 8 engineering, financing, and G & A costs Source: Economic 8 Planning Systems, Inc. Econontlc & Plannirq Sysfams, Inc 3/1>2010 P 118000s11810.3Chula_VishNlar1e0181 d3EeesiNliryModalS.xls 7-36 Table A-8 Class AMid-Rise Office Residual Land Value Chula Vista Westside Infill Market Review and Feasibility Analysis; EPS #18143 Item Assumption Per eltlg. Sq.Ft. Total DEVELOPMENT PROGRAM Gross Leasable Area (sq.ft.) 10,D00 sq.ft. Efficiency Ratio 90% Net Leasable Area (sq.ft.) 9,000 sq.ft. Parking Ratio (spaces per 1,000 sq.ft.) 3.3 REVENUE ASSUMPTIONS Gross Office Revenue (FS) $26.21 /NLA 23.59 235,872 (less) Operating Expenses 30°h (7.08) (70,762) (less) Commissions 3.0%a (0.71) (7,076) (less) Vacancy Rate 10.0 % (2.361 2L3 58~ Annual Net Operating Income 13.44 134'447 Capitalized Value 7.5 % cap rate $179.26 $1,792,627 (less) Cast of Sale 2.0% (~3 5~ 3($ 5.853] Total Revenue $176 $1,756,775 DEVELOPMENT COSTS Direct Costs Building Construction Cost $220 lGLA sq. ft. $220.00 $2,200,000 Site Improvement Cost $5.0 /GLA sq. ft. $5.00 $50,000 Parking Construction Cost $20,000 /per space 6S 6.67 66$ 6.667 Total Direct Costs $291.67 $2,916,667 Indirect Costs Tenant Improvements $50.00 /GLA sq. ft. $50.00 $500,000 Impact Fees Western Transportation Development $2.23 /GLA sq. ft. $2.23 $22,335 Public Facilities $0.32 /GLA sq. ft. $0.32 $3,152 Traffic Signal Participation $0.61 IGLA sq. ft. $0.61 $6,146 Other Indirect Costs (1) 20_0°/ of direct costs 5$ 8.33 58$ 3.333 Total Indirect Costs 38.2% of direct costs $111.56 $1,115,563 Subtotal, Direct and Indirect Costs $403 $4,032,230 Contingency (% of direct and indirect costs) 5.0% of direct and indirect costs $20.16 $201,611 Developer Return (% of direct and indirect costs) 13.0% of direct and indirect costs 5$ 2.42 52$ 4.190 Total Costs $47fi $4,758,031 RESIDUAL LAND VALUE ($300) ($3,007,000) (1) Include architecture & engineering, fnancing, and G 8 A costs Source- Economic & Planning Systems, Inc. Economic 8 Planning Syskms, Ir¢. 3fp20f0 P 118000sH81s3C~ula VisteVAOtle1118148FeesiplkyMaEel5.xls 7-37 Table A-9 R8.D Residual Land Value Chula Vista Westside InTill Market Review and Feasibility Analysis; EPS #18143 Item Assumption Per Bldg. Sq.Ft. Total DEVELOPMENT PROGRAM Gross Leasable Area (sq.ft.) 10,000 sq.ft. Efficiency Ratio 90 Net Leasable Area (sq.ft.) 9,000 sq.ft. Parking Ratio (spaces per 1,000 sq.ft.) 1.3 REVENUE ASSUMPTIONS Gross Office Revenue (FS) $20.16 /NLA 18.14 181,440 (less) Operating Expenses 30 % (5.44) (54,432) (less)Commissions 3.0% (0.54) (5,443) (less) Vacancy Rate 10.0°~ (1.811 18 144 Annual Net Operating Income 10.34 103,421 Capitalizetl Value 8.5 % cap rate $121.67 $1,216,715 (less) Cost of Sale 2.0 % ($2.431 24 334 Total Revenue $119 $1,192,361 DEVELOPMENT COSTS Direct Costs Building Construction Cost $140 /GLA sq. (t. $140.00 $1,400,000 Site Improvement Cost $5.0 /GLA sq. ft. $5.00 $50,000 Parking Construction Cost $0 /per space $0.00 $~ Total Direct Costs $145.00 $1,450,000 Indirect Costs Tenant Improvements $30.00 /GLA sq. ft. $30.00 $300,000 Impact Fees Western Transportation Development $2.23 /GLA sq. ft. $2.23 $22,335 Public Facilities $0.63 /GLA sq. ft. $0.63 $6,304 Traffic Signal Participation $0.25 /GLA sq. ft. $0.25 $2,458 Other Indirect Costs (1) 20_0% of direct costs 2$ 9.00 29s a.ooa Total Indirect Costs 42.9% of direct costs $62.17 $621,694 Subtotal, Direct and Indirect Costs $207 $2,071,694 Contingency (°/ of direct and indirect costs) 5.0% of direct and indirect costs $10.36 $103,585 Developer Retum (% of direct and indirect costs) 11.0°/ of direct and indirect costs 2$ 2.79 22$ 7.886 Total Costs $240 $2,403,16fi RESIDUAL LAND VALUE ($121) ($1,211,000) (1) InGUde architecture & engineering, financing, and G 8 A costs Source: Economic 8 Planning Systems, Inc. Eroa°rrec5 Planning systems, Irrc. JH>R°f0 P:I1Be00s118fa3Chula VisdVAatleN81G3FeasibililyMOtlNS xls 7-38 Table A-10 Podium Mid-Rise Condominiums Over Retail Residual Lantl Value Chula Vista Westsitle Infill Market Review and Feasibility Analysis; EPS #18143 ttem Assumption Per Blag. Sq.Ft. ToUI DEVELOPMENT PROGRAM Rest anlie Units 100 Net Area 1 300 sgfl per unit 130.000 sq.ft Effldency Ratio 65% Gross Ned 152,961 sq n. Parking RafiO (spaces per unit) 2.0 Retail Gross Leasable Area (sq.ft) 10,000 sq.ft. Effaency Ratio 95% Na[Leasable Area (sq.X.) 9.500 sq.ft. Palling Ratio (spams per 1 000 sq.ft.) 5.0 Total Sq_FL 162,941 Total Spaces 250 REVENUE A83UMPTIONB R4?!g€ U21 Sale Pdce 3254,000 per unit 31fi6 $25,400000 Opdans 30% $4.98 5]82,000 (less) Cast of Sale 3 0% ($4.961 (SL]§j 001 Residential Revenue 5166 528,400,000 Ret i Gross Revenue (NNN) $28.51 INCA sq. X. E2d51 $2]0,666 (less) COmmsslpns 30% (§O.Bfi) (58,126) (less) vamnty Rata 5.0% 551 43) 1L13 54~ GuMOtal, Annual Net Operatin9lncome $2623 $249,195 Capi[alizetl Value 70%cap rate $355.99 33,559,92] pess)Cpst of Sale 2.0% (8].121 16]1.1991 Retail R<venue §349 §3,488,]28 Total Revenue §1R §28,888,]28 OEVELOPMENTCO5T3 direct coats Building CansWNan Gost $220 ILIA sq. tt. 5220.00 $35,64],059 Site Improvement COS! SBO /GLA Sq. X. 8500 $6141x6 Parking COnatNCllpn COS! (1) 820,000 (Space 24.55 40000 Total Oired COSts 8249.55 $40,fi61 j65 Inairetl costs Resitlennal Impa¢ Fees Westem Transportation Development 81946 per unit $1.2] 8194 fi00 Park Development 8],105 per unit §465 8]10,500 Public Facilities 58288 per unit 85.41 b626.800 Sewer 83,653 per unit 8239 $365,345 TrefOc Signal Paniapa8on 5246 per unit E0.16 E24.SB4 Subtotal 813.6] §2,121,829 Retail Tenant Improvements 820 /GtA sq. ft. $20.00 $200,000 ImpaG Fees Westem Transportation Development $0.60 IGIA sq. ft. ED60 85,956 Public Faalities 80.32 /GIA Sq. ft. 80.32 33,152 Sewer 80.24 /GLA Sq_X. 50.24 82,389 Tre%ic Signal PaMCipalion §2.4fi /GtA Sq. ft. 8246 24584 Subtotal 523.61 5236,0!11 Other Indirect Costs (2) 20.0°b of tlirect msis 48 ].16 4§ ]1.582 Total Indirect Costs ]0%of direct costs 5282.95 82,829.492 Subtotal, Dired and Indirect Costs §26fi.91 543,491,288 Condngenty (%INdtred and Indirect vests) 5.0%of direct antl lndiretl costs $1335 82,114,563 Developer Retum(%of tlireG and intlirea mats) 13.0%of tlirect antl indind msls $~.]~ $5,¢,~-$¢$ Total Casts 5318 f51,N9,fi82 RESIDUAL LAND VALUE (5138) (§22.431,008) (1) Only applies to rtSieential parking retail is assumeE tp Oa surface paAed w4a perking cost cowree uneer Stle impmwmants (2) IncNde arcniteaure & enBineatln9. flnanunB. enO G a A costs. Spume: Economic 8 Planning Syztems. Inc. eo„wM1.a nw,N,zsrcn~a tz. amrzo,a evemmue,.acwa wm.wwne,u~..mayapewaa 7-39 Table A-11 Podium Mid-Rise Apartments Over Retail Resitlual Lantl Value Chula Vista Westside Infill Market Review and Feasibility Analysis; EPS #18143 Item Assumpllon Per BICg. Eq.FL Toul DEVELOPMENT PROGRAM Relentll 100 units Net Area 1,300 sq.R. per unit 130,000 sq.ft Etf¢iency Ratio BS% 152,941 sq fl. Gross Area ~ 0 Parking RaBO (spares per unit) Retail Gross Leasable Area (sq.flJ 10,000 sq.fl. EfSaency Ratio 95 9 500 snft Net Leasable Area (sqR.) , 5 0 Palling Ratio (spaces per 1 000 sq.fl.) . Total $q.FL 162,941 Total Spaces 250 REVENUE ASSUMPTIONS Resi~deJli 131 Gross Revenue 520 Met sq. it/year S1] Ot 82602,060 (less)Operating Expenses 30.0% ($5.10) (5]69 fi24) (less) Vacancy Rate 30% 0.51 (5]60621 Subtotal, Annual Net Operating Income 811 40 81 ]43.394 Capitalized Valve 64%raD rats 8190 E2gO66.5fi0 (less) COSt of Sale 3.0% (56] 8169] Residential Revenue 5181 528,184,063 Retail Gross Revenue (NNN) 828.51 MLA sq. ft 525 51 $2]O,a84 (less)COmmissions 30% (80.86) ($0,126) (1295) VdeanCy Ra(B 5.9% ~~ (g13.5431 Subotal, Annual Net Operating Income $26.23 8249,195 Capitallzetl Value ].0% rap rote $355.99 43,559,92] (less)Cpst of Sala 2.0% (5].121 ]t511991 RHail Revenue 5349 E3,d88,T28 TOGI Revenus 5190 531,ST3,592 DEVELOPMENT COST$ Direct casts Builtling GOnsINL500 Cost 8198 /GtA sq. X. E19a 00 832,262,353 Site Improvement Cost 85.0 /GLA Sq.K 8500 $814,]Ofi PaMin9 CgnsWdion DOSt (1) $20,000 ISpaw 284.55 ~aggo oc9 Total Oired Costs $22].55 53],0]],059 malrea cpnra Residential Impatl Fees Western Transpanadpn Development E1 946 par unit EL2] _ 5194,600 Park Development $],105 per unit 54.65 8]10,500 Public Facilities 58,268 per unit SS di $826,800 Sevrer 53,653 per unit 5239 $365.345 T2ffic Signal Partirlpa5pn 8246 per unit 30.16 245 Subtotal 813.8] 82,121,829 Retail Tenant Improvements 520 /GLA sq. ft 320.00 8200,000 ImpaG Fees Western Transportation Development 80 fi0 /GU Sq.ft EO fiO 85,958 Public Facilities 8032 IGLA Sq. R. 5032 $3,152 Sewer 50.24 IGLA Sq. R. 50.24 52389 Traflic Signal Paniupa6on E2A6 /GIA Sq. fl. 3246 2d 4 Subtotal 823 61 5236,081 Other Indiretl costa (2) 20 o % m direct costs 3-4Z ~e 4] Total lntlirect l:psL4 ].6%Df tlirecl vests 5262.95 52,629,492 Subtotal, Direct and lndinct COnts 52M.91 839,908,558 Contingency (% of direG and Ntlirem costs) 5 0% of direct antl intlirect vests 512 25 51 995,328 Developer RaWm(%of direct and indir2Gwsts) 13.0%ot tlirecl and indirect costs 351.84 513_„0].052 5289 54],089)30 TWICOats RESIDUAL LANG VALUE (595) (51 E,d18,80g) (1) Only applies ro resdential panting; rHail is assumed to be sudaca parked with perking cost coveretl uMer 91e improvements (2) InGUde arrnitmure 8 engineering. Mooting, antl G 8 A cosh. Source: Economic a Plannirq Systems, Inc Emnemza Mamm~pSrym, Irc. 11'!1010 vrrwcontetnGV/~ waawwan+er~xaaadtryuxvvm 7-40 Table A-12 Olass A Office Over Retail Residual Land Value Chula Vista Westsitle Infill Market Review antl Feasibility Analysis; EPS #18143 Item Asaumption Par Bleg. $q.Fl Total DEVELOPMENT PROGRAM Office Gross Leasable Area (SqR.) 10,000 Effidency Ratio 90 % sq.ft Nel Leasable Area (sq.ftJ 9,000 Parking Ratio (spaces per 1 000 sq X.) 3.3 sq.ft. Retail Gmss Leasable Aree (sq ft.) 10,000 sq ft. EMaency Ratio 95% Net Leasable Area (sq R.) 9.500 sqK Palling Ratio (spaces per 1 000 sq.ftJ 5.0 Totai sRFt 26 o9D Total Spaces B3 REVENUE ASSUMPTONS ~~ Gmss Office Revenue (F6)(1) $26.21 ML4 823.59 $235,6]2 (less) Operating Expenses 30% ($7.08) ($]0.]62) (less) Commissions 3.0% (50.71) ($],0]fi) (less) Vacancy Rale 100% 152 361 (g23 5871 Annual Nel Operating Income $13.0.6 5134,44] Capitalizetl Value ].5%wp rate 61]928 $1,]92,62] (less) Cast of Sale 2.0% (53.591 1S38.Q5-~1 Office Revenue (178.68 ft,]56,Tlf Retail Gross Revenue (NNN) 528.51 MLA Sq. tt. 82851 $2]0,864 (less) Gpmmisalpns 3.0% (Sd 88) (56,12fi) (less) vacancy Rate 5 0% f5.L43) 1(E 3.543) Subtotal, Annual Net Operating Income 52623 5249,195 Capitalizetl Value 7 0% cap 2te 5355.99 $3,559,92] (less)Cpst of Sale 20% (SZ1z1 ](E 1.1991 Retell Revenue f349 f3,488,728 Total Revenue S17a (3,468,141 DEVELOPMENT COSTS Direct Costs Builtlin9 Constmc[ion COS( 8242 IGL4 sq. tt. 524200 54,840,000 Site lmpmvement Cast 55.0 IGLA Sq. tt. $500 8100,000 Peking ConstmaiOn Cost (1) 420,000 (space 53333 6 fi Total Direct Costs 8280.33 $5,806,66] Intllrect Costs Tenant lmpmvemants 850.00 IGLA Sq.ft $5000 $500000 Impact Feas Westem Transponation Development 52.23 per unit 52.23 522,335 Park Development SD32 per unit $0.32 83.152 Public Fadlities $0.06 per unit 80.06 S59] Sewer SOfit per unit 5061 $8.146 Traffic Signal PaNCipation 83.22 per unit 5322 32 3 Subtotal 856.45 8584,460 Retail Tenant lmpmvemants 520 IGLA sq.R 820.00 8200,000 Impact Feas Westem Transportation Development 80.80 IGIASq.K 8060 85,956 Public Facilities 80.32 IGLASq.ft 80.32 E3,t52 Sewer 50.24 IGL4 sq. R. 50.24 52.389 Traffic Signal Paniupatron 82.46 /Gin sq. tt. 82.46 Szasea Subtotal 823.81 5236,081 Omer lnatrec(Costs (2) $p-~°/v of tlirec(costs L]fi.41 31G4.799 Total ln4ired DOS[s 11.1%af tlireG costs $98.06 8960,849 Subtotal, Direct antl Intllrect Cast= (688.73 (6,567,315 Contingency(%pt 4ired antl lntlirea cesU) 5.0%of tlirea antl intli2a vests $1642 5328,366 DGVEIOper RBNm (% of (11241 dnd lntllfBCt COel4) I4 r]% Of tlllBtt anC lntlllBQ COSIS yby5 91 $919 <z4 Taal cp=t= s3s1 s7,a1 s,lgs RESIDUAL LANO VALUE (5218) Ifb,asa,6ool ryl only apprns Ip rasie=n6al paMin9: Rtan is azsumae m be zurtaca parkeb wkb parkng ws+cpvaretl antler s6a lmpmvemants (27 mdutle arcneeaa2 a engmeerin9, financing, ana D a A costs. Spurce: Ecpnpmk & Plannirog 6yslems, Inc. pttBANnaf~.xnW_NmWawena3autipyMNwsA 7-41 Table A-13 Warehouse/Distribution Residual Land Value Chula Vista Westside Infill Market Review and Feasibility Analysis; EPS #18143 Item Assumption Per Bldg. Sq.Ft. Total DEVELOPMENT PROGRAM ASSUMPTIONS Gross Building Area (sq.ft.) 10,000 Efficiency Ratio 80 Net Building Area (sq.ft.) 8,000 Parking Ratio (spaces per 1,000 sq.ft.) 1.0 REVENUE ASSUMPTIONS Gross Revenue (NNN) $10.22 /NLA $8.18 $81,792 (less) Operating Expenses 0 % $0.00 $0 (less)Commissions 3% ($0.25) ($2,454) (less) Vacancy Rate 4 % .(~0 ~ 3 272 Subtotal $7.61 $76,067 Capitalized Value 8.0 % cap rate $95.08 $950,832 (less) Cost of Sale 2.0 % ($1.901 19 017 Total Revenue 593 5931,815 COST ASSUMPTIONS Direct Costs Building ConsVUCtion Cost $85 /GLA sq. ft. $85.00 $850,000 Site Improvement Cost $5.0 /GLA sq. ft. $5.00 $50,000 Parking Construction Cost $0 /per space $220 $4 Total Direct Costs $90.00 $900,000 Indirect Costs Tenant Improvements $1.00 /GLA sq. ft. $1.00 $10,000 Impact Fees Western Transportation Development $1.49 /GLA sq. ft. $1.49 $14,890 Public Facilities $0.66 /GLA sq. ft. $0.66 $6,628 Traffc Signal Participation $0.11 /GLA sq. R. $0.11 $1,076 Other Indirect Costs (i) 20°° of direct costs 15 7.00 7 00 Total Indirect Costs 23 % of direct costs $20.38 $203,787 Subtotal, Direct and Indirect Costs $110 $1,103,787 Contingency (% of direct and indirect costs) 5 % $5.52 $55,169 Developer Return (% of direM and indirect costs) 10 % $11.04 $110,379 Total Costs $127 $1,269,355 RESIDUAL LAND VALUE ($34) ($337,540) (1) Include architecNre 8 engineering, financing, and G & A costs Source: Economic 8 Planning Systems, Inc. Ec°nanic & Planting Systems, Inc. Y1]2018 P'118000s11810.3CM1Ula_ViAa UA°tleM810.3Feesi6ilRyM1loEel5 xls 7-42 Table A-14 SaleslService Residual Land Value Chula Vista Westside Infill Market Review and Feasibility Analysis; EPS #18143 Item Assumption Per Bldg. Sq.Ft. Total DEVELOPMENT PROGRAM ASSUMPTIONS Gross Leasable Area (sq.ft.) Effciency Ratio Net Leasable Area (sq.ft.) Parking Ratio (spaces per 1,000 sq.ft.) 80 % 10,000 8,000 1.0 REVENUE ASSUMPTIONS Gross Revenue (NNN) $13.29 /NLA $10.63 $106,330 (less) Operating Expenses 0 % $0.00 $0 (less) Commissions 3 % ($0.32) ($3,190) (less) Vacancy Rate 4 % (50 431 4 253 Subtotal $9.89 $98,887 Capitalized Value 8.0 % cap rate $123.61 87,236,082 (less) Cost of Sale 2.0 % fS2 471 24 722 Total Revenue $121 $1,211,360 COST ASSUMPTIONS Direct Costs Building Construction Cost $100 /GLA sq. ft. $100.00 $1,000,000 Site Improvement Cost $5.0 /GLA sq. ft. $5.00 $50,000 Parking Construction Cost $0 /per space 30.00 Total Direc[Costs $705.00 81,050,000 Indirect Costs Tenant Improvements $2.00 /GLA sq. ft. $2.00 $20,000 Impact Fees Western Transportation Development $4.96 /GLA sq. ft. $4.96 $49,633 Public Facilities $0.66 /GLA sq. ft. $0.66 $6,628 Traffic Signal Participation $0.11 /GLA sq. ft. $0.71 $1,076 Other Indirect Costs (1) ~Q[¢ of direct costs $20.00 $200.000 Total Indirect Costs 27% of direct costs $27.85 $278,530 Subtotal, Direct antl Indirect Costs $133 $1,328,630 Contingency (% of direct and indirect costs) 5 % $6.64 $66,427 Developer Return (% of direct and indirect costs) 10°/ $13.29 $132,653 Total Costs $163 $1,527,810 RESIDUAL LAND VALUE ($32) ($316,450) (1) Include architecture & engineering, financing, and G & A costs Source: Economic & Planning Systems, Inc. Economk6 Planning Systems, Inc. i/1]R010 Pa80WSVB103Chula YsbVAOhN8143FeeaibilRyMOtlel5.xls 7-43 Table A-15 Development Impact Fees by City Chula Vista Westside Iniill Market Review and Feasibility Analysis; EPS #18149 qty $in91e Family Residential per unit (l] Multi-Family Residential per unit l2J Hlgh-Density Retail per sq. ft. I3] High-Density OKCe persq. ft. (4J Law-Density OfRCe per sq, ft (5] Industrial persq ft (bj Chula Vista Western Transportation Impact Fee $3.243 $2,594 $O.fiO E2.23 $4.47 $1.49 Parklantl Development Fee $9,5]4 $7,105 - - - - Traff<SignalParticipafion~/] $30] $24fi $2.46 $061 $0.81 $0.11 Public Facilities Fee $8,]35 $8,268 $0.32 $032 $1.26 $066 Sewer [el 418Q $~3.fL5~ $934 $0.06 '$4.2 0.12 TOTAL $26,039 $21,866 $3.61 $7.22 $6.60 82.38 Cadsbatl Badge antl Thoroughfare [9] $530 $424 $1 ]6 $O.db $0.44 80.11 Local Facilities Mngl Plan/Amendment N/A NIA N/A N/A NIA N/A Plannetl Local Drainage Fees 110] N/A N/A $0.06 $006 $0.23 $0.38 Public Facilities Fee ]11] N/A N/A WA N/A N/A N/A Seger Beneft Area Fees [12] N/A N/A NIA N/A N/A N/A Traffic Impact Fee 113] $265 $265 $8.48 $2.12 $2.12 $0.53 Park In-Lieu Fees [141 $6,208 $5,207 - - - - SewerOonne<ticn N/A N/A N/A NIA WA N/A Water District Fees 115] N/A NIA WA N/A NIA N/A Habitat Mitigation Fee [16] N/A WA N/A NIA N/A N/A TOTAL E7,003 E5,896 $10.30 $2.62 E2.79 $1.02 Coronado Sewer Connection Fee [171 $2,559 E2559 N/A N/A WA N/A Public Facilities Fee - $1,000 $650 $0.50 $050 $0.50 $050 Affordable Housing 118] 87,000 $7,000 - - - - WaterMeter/Connection [19] N/A N/A N/A N/A N/A NNE TOTAL E10,559 $10,209 §0.50 $0.30 $0.50 $0.50 Del Mar Constmdion License Tax (Public Fadlities Fee) $]00 $455 $0.35 $0.35 E0.35 $035 In-Lieu Housing Mitigation Fee 823,508 $23,508 - - - - Water[15] WA N/A N/A N/A WA N/A Sewer [15] NIA N/A N/A NIA NIA NIA TOTAL E24,208 $23,963 E0.35 §0.35 50.75 $0.35 EI Cajon Ciry stair report that EI Cajon tloes not charge development impact fees. Encinitas Sewer (20] $3,178 $3,178 $3.78 53.18 $3.18 $3.18 Park and Recreation Fee 59,220 $7,244 - - - - Open Space Lantl Acquisition $423 $332 - - - - irail Development Fee $108 $85 - - - - Communiry Facilities Fee $571 §449 - - - - Flootl Conhol Fee $420 §273 $0.21 $0.21 $0.21 $0.21 Traffic Mitigation Fee [211 $2 225 2 040 $7.21 6. 3 $~ TOTAL $16,145 §13,fi01 $10.60 b9.62 $9.62 $6.62 Escondido Water Connection Fee [22] $4,690 $3,510 WA N/A N/A N/A Wastewater Connection Fee [23] $] 500 $5,625 $1.28 $1.26 $1.28 $0.63 Traffic Fee [24] $850 $680 83.36 $0.84 $0.84 $084 Public Faclliry Fee $4,533 $4.533 $2.13 $2.13 $2.13 $1.61 Park Fee $4,129 $4,129 - - - - Drainage Facilities Fee $1.071 $426 - - - - Infrashucture Deposit Fee $1,500 - - - - - Art in Public Places Fee ~ 390 80.30 $0.30 80.30 $0,30 TOTAL §24,877 $19,293 $7.07 $4.55 $6.55 $3.38 Imperial Beach [T5] N/A NIA N/A NIA NIA WA La Mesa Parkland Acquisitlon and Improvements Fee [26] $5,441 $3,945 - - - - Traffc Impact Fee 82.020 32.020 = _ _ _ TOTAL $7,461 $5,966 - - - - Lemon Grove Parkland Fees E673 $633 - - - - Sewer N/A WA N/A NIA WA N/A TOTAL $677 §673 - -- - - E<e„amc a n.omoa sr.~.m.. inc. vnaum 7-44 Table A-15 Development Impact Fees by City Chula Vista Impact Fee Feasibility Model; EPS#18143 Single Family Multi-Family High-Density High-Density Residential Residential Retail Otfice Offte Industrial City per and (1j per unit (21 per sq..ft (3] per sq ft(4J per sq.ff (5] persq.ft(6] National Qty Parks and Recreation $858 $692 - - - - Library $1]2 $139 - - - - Fire/EMS $126 $102 $0.]5 $0.39 $0.39 $0.11 Police $318 8257 $7.90 80.98 $0.98 $0.29 Transportation Development Impact Fee $z Sao $2.040 = _ _ _ TOTAL A3,514 $3,230 $2.65 $1.37 $1.37 $O.d0 Oceansitle Public Facility $2,0]2 $2.0]2 $e]1 $0.]1 $0]1 $0.]1 Parks 33,503 $3,503 - - - - Tmffic $2,707 $2,166 $3.18 $1.27 81.27 80.48 Drainage and Fload Control [271 N/A N/A N/A N/A NIA NIA Wastewater Buy-In Fee [221 $3,]46 $3,746 N/A WA N/A N/A Water Buy-In Fee [221 $4.154 $4,154 NIA NIA N/A N/A Inclusionary Housing In-Lieu Fee [281 N/A N/A N/A N/A NIA 98 1 WA 19 b1 TOTAL $16,182 $15,641 $3.69 b1.98 . $ . Poway $3 026 026 $3 NIA N/A WA NIA Water [29] , 153 $6 , $6 153 $3.08 $3.08 $3.08 $103 Sewer [301 Traffic Mitigation 131] , $2,095 , $2,0]9 E3.33 E3.33 $3.33 E1.39 Park Fees $4,562 $4,562 - - - - HabitatMitigation N/A N/A NIA N/A WA NIA Fire Protection 131] 8122 $122 E0.08 E0.08 $0.08 $0.08 Housing In-Lieu Fee [321 N!A 958 E16 N/A E15,962 N/A $6.48 )J%A $6.48 NIA $6.d8 NIA $2.49 TOTAL , San Diego Facilities Beneft Assm't District or Development Impact Fee I33] N/A N/A N/A N/A NIA N/A Housing Impact Fee (per Sq. Fl.) _ = O.fi4 $1~.Q $11 Ofi 3P3Z TOTAL WA WA $0.64 E1.06 51.06 $0.27 San Marcos $6 747 048 $4 $145 $1.01 $404 $240 Circulation Streets , $3 204 , $1,923 $0.68 $0.58 $2.33 $1.39 SR-781nterchanges , $221 8221 $0.01 $0.01 E0.03 $0.05 NPDES $44 $44 Ee002 $0.002 E0.00] $0011 Tech Improvements - Parks 86,251 WA $6,251 WA - N/A - N/A - N/A N/A HabitatConserva[ion $1.981 ~ 50.18 $0.18 $0.73 $1.21 Drainage Basin Area [34] $16 570 590 $12 E2.32 $1.78 $7.13 $5.07 TOTAL , , Fees m ust be calculated by City staff. Santee Solana Beach [25J NIA NIA WA NIA N/A N/A Vista $329 S66 80.03. $0.03 $0.12 $0.20 Drainage [351 $379 $379 E0.03 E0.03 $0.11 $0.19 Fire Protection 1361 N/A N/A N/A N/A N/A N/A Low Income In-Lieu Park Fee $6,484 $1 218 86,444 218 $1 - $0.09 _ E0.09 _ $0.36 SO 80 Public Facilities Fee [36] , N/A , N/A N/A WA N/A WA Sewer Fee Street and Signal Development Impact [3]] #~ 1]0 $3 536 25' $~ ~6"~? ~~ TOTAL E1 1,580 $10,642 $25.51 $6.69 $6.93 E2.57 Ecaamrcequrmmgsni~,. iM. vnrzaia a:ueooome,asc~,vi. vv,.inrm.n+euwwanxe.ii m 7-45 Footnotes for Table A-~ 5 [1] Assumes 2,000 square fopt units with tlensity of 8 units per aae. [2] Multifamily is deflnetl as a 1,300 square foot contlgminium unit with tlensity of 40 units per acre. [3] Assumes ID,DOO square toot retail space with FAR Of 2. [4] Assumes 40,000 square fool office spaU with FAR of 2. [5] Assumes 40,000 square foot office space wiN FAR of 0 5. [6J Assumes 20,000 square foot warehouse space with FAR of 0.3. []] Calculated assuming 1dPS per tlay comparable to a single family delaGted home (10 Mps per unit), mntloltluplez (8 taps per uniQ, community shopping center (80 trips per 1,000 sq. tt.), standard commercial office builtling less than 100,000 square feet (201nps Der 1,000 sq. ft), or warehouse (6 Mps per 1 000 sq. H.). [BJ Based On sewerage partidpahon fees of $3,4]0 per unit and lateral fees of 8],010 (wiM a fi inch later) par builtling assumed for resitlential uses antl 13 (%IURS per builtling assumed far WmmerGal uses. [9] Calwlatetl per square foot. [10] Varies by area antl mnott. Represents average fee per acre assuming metlium runoff. [11[ Not Estimated. Calwlatetl basetl on percent of builtling value. [t2) Vanes by protect area. Not estimated. [13) Calculated per average tlaily Mp. Vanes Cased on whether development is loratetl insitle or outside pf CFD. Assumes outsitle CFD. [14] Fee amount varies by area. Represents average of all areas. Single family Is tlefined as single family tletachetl antl tluplex. Multrfamily is tlefnetl as four units Dr less. High tlefined as five units or more. [t5[Calwlatetl Eased on meter size. Not estimated. [16] Varies Ey type M habitat lantl. Not estimated. [1 ]7 Non-Residential sewer fees vary. Not estimatetl. [t B] Yvhere a pa¢el or subdivision map is required for M1vo or more units or lots, 20 percent of the units shall be attprdable or the owner shall pay the in-lieu fee. [t9] Atlministered by DlstriG. [20] For sewer fees, assumes areas covered by Enunhas Sanitary Dlvisipn. For store an office uses, fees calculated on equNalent dwelling unit Easis. According Iq the fee schetlule, the first 1 000 square feel of store and pRlce uses era equivalent to 1.2 dwelling units, and each atltlitional 1 Oo0 square feet is equivalent to 0.] dwelling units. For Ne purygses Of Mis analysis, overall, 1 000 square feet W store and office space is equivalent to 1.0 equivalent tlwelling unit For warehouse uses, each four-unit increment is equivalent l0 1 0 equivalent dwelling unit [21] BaseO on a general fee of $2,225 per peek hour trip generated The tee for single tenant office is $4 6l3 per Thousand square feet Fees for specific retail shops, restaurants, R80, financial services, and other lantl uses in tea schetlule. [22]Fees for non-residential lantl uses based on water meter size. Not estimatetl. [23] Wastewater cennectlon fees for other land uses are Easetl On an equivalent dwelling unit of 250 gallons per tlay (minimum of one EDU). Medium antl high density residential assumes units have less than three bedrooms. Wastewater cpnneGion fees for retail, office, antl IndusMal are measured per square foot. [24] Low tlensity resitlential indutles single family names and duplexes. Medium density includes Townhouses antl contlgs. High density Indutles triplexes antl apartments. [26] Dopy Of fee schetlule is not available. [26] InGutles Quimby Act Parkland Detlication In-Lieu Fee antl Park Impmvament Impact Fee. [277 Fee ranges from $2,843 to 815,964 per aae depentling on location. Not estimatetl. [26]Fee calallated as81,000 per development pmjad plus 8100 per unit plus $10,2]5 per unit Not estimatetl. [29] Fses for ngn-resitlential uses ralculatatl based on turbine size. Not estimated. [30] The City charges tlitterent teas based on wheNer new tlevalgpment is Ipcatetl In the North pr South region. Figures shown represent an average of Me fees. Commecial fees shown are for the first 2,000 square feet IntlusMal tees are forthe first 6,000 square feet. Fees for atltli6onal Cuiltling area may be basetl on fixture units per Resolution 96-096. [31] Light intlustdal fee used to calculate intlusmal development impact tee. [32]Based pn zonirhg and square footage. Abase charge per zone for the tiro 1,000 square feet of the proposetl unit, plusSIDO per square foot beygntl 1,000 square feet, to a maximum total of $2,250. Not estimatetl. [33] Chaged basetl on area; not estimated. 134[ Calwlatetl Der acre basetl on project loratlOn. Fee shown represents average of all areas. [36] Fee shown represents average of fees for each drainage area. Charged on a per acre Easis. [36] NomresidenEal teas charged on a par aae basis. [37] Calculation uses Chula Vista's schedule tot average Mps per day Ey lantl use. 6mwnic6 Plennin95yabms.lrn'. Yf](1010 p 11MM+118f13GUrs_VM~WCOM181UMMNMaM1 yle 7-46 ~~ ~~~ ~~ ~ ~ ~~~ ~~~~ Ll~~~~y~ ~~ ~~ ~~ ~ ° ~ 1 ~l ~~ l ~ ~ 6 f 1 1 9~ ~~ ?~ t '~C~ 4 f /S ~~``e. /,~a'~ gip. ~ s ~ ~ ~ _ r E (~F~7nd M ~'~ -y ~/ ~ Lea \ `-~ r `> f~ (~ ~m"'~ ~ d d° 1 ~~k ~ ,.zy` c' „~"'~ - rL ~ //~/`~~~ LL ~ i V11111~ kLtc 1 ~. 's ` ~> ~R ~~``k~,\g~n -~~y~ ~~ u ~G:=kN ~ v i 4z ~~~~f~~ ~~ ~t~;. ~'q:1g~ iL n'~ ~lv t,' c~~~ ~ ~~E ~~1}~` ~~~~t' ~~~~1ra~ 4~'~ ``~' s~ 17a1~ ~~'x ~ - ,. ~ .~z~ ~"' ,~ F ~ ~ ~ i `"~"`~ ~~ ! J~"'x ,dm~' , .~~'S~ ,~ t~~ \y ~•4 4~~, sa y` ay~"°°" I L . . ttc '~ ~ roe„ (~~ ! ~o~ ~~~®m ~ ~w'~` t~T, }~ l ~ L~ 14 r~ ~ i 1. ~d~ Yti ~ c e q p~ v; ~~nn99 ~~{p\j lr(~_ ~g~ o ~ t _ ~~ ~~~~0~~~1~,~,~ltw ~~ g~~~~~F. ~~,a w~ _L~ ~ 4~~ 1 i. ~"f y f ~ ~ ~ ~~~ `9 ( ~+ L 4 ~?~_y / ,J_ °zs ~e° r~d ~ ~ ~ q~{~ ~ ~Ii9LtJ ~~ ~~ u ~~ yry ,~~pq9 a ~ ~~ s~ 5v' F~ , ks~ , 5~11~~K~~k1_amp7~ `~~ i# ~ c 6~ R.~p`~rov>'"B~ g _ . a - " v.+ - ' - ,f:..~ ~ 1as~a~,~[~'"aH~,1 K~ ~ S ~ ®a aw®a,~~ li ~ ~ ~u r d~°~ Qros a7y~".,. ~ _ L11~LL._ L. ~-, ~~~~ s n A~~ x -u~ 1 r 9; ~ Y } ~ ~~tsr L F ~~; ~~;r a., ~ ~ ~ l1 ;. ~ , f ,~,~;,~, , __ j ,\ ~"~ ~ ~ d (. ~ D i~`~'tt~`y~b'q~µjF. L! ~5~8 ~'/C,'~ L Lei .` ~ o U U 3 j u D n 3 3 N Attachment 3 - DIF Suspension Options On December 14, 2010, a proposal was brought to the Council and Redevelopment Agency to suspend the collection of Development Impact Fees for new development within the Redevelopment Project areas (excluding the Bayfront Project Area) for a period of five years. The purpose of the suspension is to incentivize development in accordance with the City's General Plan vision, hasten economic recovery (create jobs) and send a message to developers that Chula Vista is a good place to do business. Earlier in 2010, City Council approved significant changes to the city's review process, with the intention of streamlining projects, reducing the time it takes to get plans approved, and increasing predictability. That streamlining effort, coupled with a suspension of fees should get the attention of the development community and increase economic activity in the city's redevelopment project areas in the short term. Chula Vista's redevelopment project areas encompass a total of approximately 3,563 acres of City territory, and are zoned primarily for commercial and industrial land uses. A portion of the Merged Chula Vista Project Area (north of L Street and west of Del Mar) also includes mixed-use residential zoning (MUR), which requires a commercial component to residential development projects. The Merged Chula Vista Project Area also includes two neighborhoods in southwest Chula Vista that are zoned for single family residential use. One of the Redevelopment Agency's strategic goals is to attract, expand, and retain desirable business and industry which effectively increases local employment opportunities for community residents and enhances the tax base of local governments. The intention of the suspension proposal is to incentivize all types of development within the project areas -generating jobs and keeping Chula Vista competitive in the region. The redevelopment project areas are made up of mostly urbanized or developed property. There are a few exceptions, where vacant parcels have never been developed. The urbanized characteristic of redevelopment land is an important consideration with the calculation of development impact fees. For new projects that are equal to or less intense than the previous development on the site, no fees are assessed. It is only when a property is being developed for the first time or the intensity is increasing (more EDUs or square footage) over the previous use that a developer would pay impact fees. In the case where EDUs and/or square footage are being increased, the fees are only calculated for the increase. The Chula Vista Auto Park is located in the Otay Valley Redevelopment Project Area and is comprised of 771 acres of commercial/industrial development that offers considerable opportunity for economic growth. The original land uses in the Auto Park area were industrial in nature, with low density development and minimal building square footage, so the new auto dealerships provide a significant increase in development intensity. The General Plan and specific plans are in place, and the Agency anticipates expansion in the future. The 7-48 development of several new car dealers would be significant for the City in terms of new jobs, fees generated (which would be replaced by the Agency under the proposal), property tax and sales tax. Implementation of the DIF suspension proposal could mean significant savings for the developers of those sites, potentially bringing them online in a shorter timeframe (e.g., Nissan, BMW). There are a number of projects pending throughout the redevelopment areas that have been entitled but have not yet pulled building permits. A few of those projects are residential or mixed use (Creekside Vistas, Broadway Condos), but others (Broadway Recycling, Fresh and Easy, Palomar Gas Station, Broadway Liquor Store, Landis Office Building) are commercial or industrial. The proposal to suspend the collection of DIFs may encourage these developments to move forward now. Options: At the Council meeting on December 14, 2010, staff was directed to come back with options to move forward with the proposal. It is staff's recommendation that all types of development be included in the proposal; however, in response to the Council request, staff has prepared the following options: 1. The proposed fee suspension includes all types of development within all project areas, except the Bayfront Project Area 2. The proposed fee suspension excludes retail development in all project areas, except for the Otay Valley Redevelopment Project Area 3. The proposed fee suspension only applies to market-rate residential development in the project areas and excludes retail development in all project areas, except for the Otay Valley Redevelopment Project Area 4. The proposed fee suspension excludes office and retail development in all project areas except for the Otay Valley Redevelopment Project Area 7-49 AGENCY RESOLUTION NO. AND COUNCIL RESOLUTION NO. JOINT RESOLUTION OF THE CITY COUNCIL AND THE REDEVELOPMENT AGENCY OF THE CITY OF CHULA VISTA ADOPTING THE MEMORANDUM OF UNDERSTANDING REGARDING PAYMENT FOR INFRASTRUCTURE OR CONSTRUCTION THEREOF WHEREAS, in August 2009, at a Joint Meeting of the Chula Vista Redevelopment Corporation ("CVRC") and the Agency, the CVRC was directed to explore creative options to create incentives for redevelopment; and WHEREAS, in December 2009, the City hired Economic and Planning Systems, Inc. ("EPS") to review the feasibility of infill development in western Chula Vista; and WHEREAS, in March 2010, the Memorandum entitled, "City of Chula Vista Westside Infill Market Review and Feasibility Analysis," was completed, describing current market conditions in western Chula Vista, analyzing the feasibility of several common development types, and revealing that none of the development types are feasible under current market and economic conditions; and WHEREAS, in August 2010, EPS presented the results of their report at a CVRC Workshop, noting that Chula Vista's relatively high residential development impact fees could be a deterrent to new development and could delay economic recovery; and WHEREAS, at the August Workshop, the CVRC directed staff to come back with a proposal for addressing certain findings in the Memorandum; and WHEREAS, on October 14, 2010, the Chula Vista Redevelopment Corporation adopted Resolution No. 2010-018 recommending that the City Council of the City of Chula Vista discontinue collecting development impact fees (Western Transportation Impact Fee ("WTDIF"), Public Facilities Financing Development Impact Fee ("PFDIF"), and Park Acquisition and Development Fee ("PAD")) in the redevelopment project areas, excluding the Bayfront Project Area, for a period of five years and use tax increment to finance capital improvement projects identified in the development impact fee program(s); and WHEREAS, in order to serve new development, whether in redevelopment azeas or otherwise, the City requires developers to pay fees associated with impacts of such development ("DIF Fees") for the design and construction public facilities and has established capital improvement programs identifying such public facilities; and 7-50 Resolution No. Page 2 WHEREAS, the City would like to suspend the collection of certain DIF Fees, specifically those charged pursuant to Chula Vista Municipal Code chapters 3.5, 3.55, 17.10 ("Suspended Fees"), in the redevelopment areas in order to stimulate development, which will ultimately provide economic benefit to the City; however, the City cannot bear the cost of the public facilities required for the development for which the fees would be suspended; and WHEREAS, in order to ensure the City that such facilities will be provided, the Agency desires to enter into this MOU with the City guaranteeing either the construction of such facilities or payment of funds to the City in amounts that would, but for the suspension of the collection of DIF fees, have been collected by the City; and WHEREAS, the Environmental Review Coordinator has reviewed the proposed activity for compliance with the California Environmental Quality Act (CEQA) and has determined that the activity is not a "Project" as defined under Section 15378 of the State CEQA Guidelines because it involves administrative activities that will not result in direct or indirect physical changes to the environment. Therefore, pursuant to Section 15060(c)(3) of the State CEQA Guidelines the activity is not subject to CEQA. Thus, no environmental review is necessary. NOW, THEREFORE, BE IT RESOLVED, that the City Council of the City of Chula Vista and the Redevelopment Agency of the City of Chula Vista do, hereby approve the agreement entitled, "Memorandum of Understanding Regazding Payment for Infrastructure or Construction Thereof" Presented by Approved as to form by Gazy Halbert, AICP, PE Assistant City Manager/Development Service Director \~ tl ~'len R. Goo i `City Attorney/Agency Counsel 7-51 ORDINANCE NO. 2010- ORDINANCE OF THE CITY OF CHULA VISTA SUSPENDING THE COLLECTION OF FEES CHARGED PURSUANT TO CHAPTERS 3.50 (DEVELOPMENT IMPACT FEES TO PAY FOR VARIOUS PUBLIC FACILITIES), 3.55 (WESTERN TRANSPORTATION DEVELOPMENT IMPACT FEES), AND 17.10 (PARKLAND AND PUBLIC FACILITIES) OF THE CHULA VISTA MUNICIPAL CODE FOR DEVELOPMENT IN THE REDEVELOPMENT PROJECT AREAS, EXCLUDING THE BAYFRONT PROJECT AREA, FOR A PERIOD OF FIVE (5) YEARS WHEREAS, in August 2009, at a Joint Meeting of the Chula Vista Redevelopment Corporation ("CVRC") and the Chula Vista Redevelopment Agency ("Agency"), the CVRC was directed to explore creative options for incentivizing redevelopment; and WHEREAS, in December 2009, the City hired Economic and Planning Systems, Inc. ("EPS") to review the feasibility of infill development in western Chula Vista; and WHEREAS, in March 2010, the Memorandum entitled, "City of Chula Vista Westside Infill Market Review and Feasibility Analysis," was completed, describing current market conditions in western Chula Vista, analyzing the feasibility of several common development types, and revealing that none of the development types are feasible under current market and economic conditions; and WHEREAS, in August 2010, EPS presented the results of their report at a CVRC Workshop, noting that Chula Vista's relatively high residential development impact fees could be a deterrent to new development and could delay economic recovery; and WHEREAS, at the August Workshop, the CVRC directed staff to come back with a proposal for addressing certain findings in the Memorandum; and WHEREAS, on October 14, 2010, the Chula Vista Redevelopment Corporation adopted Resolution No. 2010-018 recommending that the City Council of the City of Chula Vista discontinue collecting development impact fees (Western Transportation Impact Fee ("WTDIF"), Public Facilities Financing Development Impact Fee ("PFFDIF"), and Park Acquisition and Development Fee ("PAD")) in the redevelopment project areas, excluding the Bayfront Project Area, for a period of five years and use tax increment to finance capital improvement projects identified in the development impact fee program(s); and WHEREAS, the Bayfront Project Area shall be excluded from this proposal due to existing and proposed development plans and agreements, which are structured on and rely upon funding from future development impact fees; and 7-52 Ordinance No. Page 2 WHEREAS, the Redevelopment Agency has entered into an agreement with the City of Chula Vista ("City") committing its revenues to ensure that the development impact fee accounts are made whole by either: 1) designing and constructing those public facilities and purchasing certain property required to support such development in the Redevelopment Areas for which fees are suspended pursuant to this ordinance or 2) paying to the City the dollar amounts of the fees suspend on or before the expiration of this ordinance at the then current rates; and WHEREAS, there will be no negative financial impact to the City of Chula Vista or the development impact funds as a result of suspension of the collection of development impact fees in the Redevelopment Project Areas; and WHEREAS, the Environmental Review Coordinator has reviewed the proposed activity for compliance with the California Environmental Quality Act (CEQA) and has determined that the activity is not a "Project" as defined under Section 15378 of the State CEQA Guidelines because it involves administrative activities that will not result in direct or indirect physical changes to the environment. Therefore, pursuant to Section 15060(c)(3) of the State CEQA Guidelines the activity is not subject to CEQA. Thus, no environmental review is necessary. NOW THEREFORE, the City of Chula Vista City Council does hereby ordain as follows: L SUSPENSION OF FEES The collection of fees charged pursuant to Chapters 3.50 (Development Impact Fees to Pay for Various Public Facilities), 3.55 (Western Transportation Development Impact Fees), and 17.10 (Parklands and Public Facilities) of the Chula Vista Municipal for development in the Redevelopment Areas, excluding the Bayfront Project Area, is suspended for a period of five (5) years. II. EFFECTIVE DATE This Ordinance shall take effect and be in full force on the thirtieth day from and after its final adoption. Presented by Approved as to form by Gary Halbert, AICP, PE Assistant City Manager / Director of Development Services Glen R. gins Z-City Attorney 7-53 THE ATTACHED AGREEMENT HAS BEEN REVIEWED AND APPROVED AS TO FORM BY THE CITY ATTORNEY'S OFFICE AND WILL BE FORMALLY SIGNED UPON APPROVAL BY THE CITY COUNCIL .~~~ Glen~~t. Cioogins City Attorney Dated: ~ ~ ~ ~ MEMORANDUM OF UNDERSTANDING REGARDING PAYMENT FOR INFRASTRUCTURE OR CONSTRUCTION THEREOF BETWEEN THE CITY OF CHULA VISTA, AND THE CHULA VISTA REDEVELOPMENT AGENCY 7-54 MEMORANDUM OF UNDERSTANDING REGARDING PAYMENT FOR INFRASTRUCTURE OR CONSTRUCTION THEREOF This Memorandum of Understanding ("MOU") dated _, 2010, for reference only, and effective as of the date last executed by the parties hereto, is by and between the City of Chula Vista ("City"), a municipal corporation of the State of Califomia, and the Chula Vista Redevelopment Agency ("Agency"), a public body, corporate and politic, formed pursuant to Califomia Health and Safety Code Division 24, Part 1. Individually, the City or Agency may be referred to herein as "Parry" and collectively as "Parties." This MOU is made with reference to the following facts: RECITALS WHEREAS, in August 2009, at a Joint Meeting of the Chula Vista Redevelopment Corporation ("CVRC") and the Agency, the CVRC was directed to explore creative options to create incentives for redevelopment; and WHEREAS, in December 2009, the City hired Economic and Planning Systems, Inc. ("EPS") to review the feasibility of infill development in western Chula Vista; and WHEREAS, in March 2010, the Memorandum entitled, "City of Chula Vista Westside hifill Mazket Review and Feasibility Analysis," was completed, describing current mazket conditions in westem Chula Vista, analyzing the feasibility of several common development types, and revealing that none of the development types aze feasible under current market and economic conditions; and WHEREAS, in August 2010, EPS presented the results of their report at a CVRC Workshop, noting that Chula Vista's relatively high residential development impact fees could be a deterrent to new development and could delay economic recovery; and WHEREAS, at the August Workshop, the CVRC directed staff to come back with a proposal for addressing certain fmdings in the Memorandum; and WHEREAS, on October 14, 2010, the Chula Vista Redevelopment Corporation adopted Resolution No. 2010-018 recommending that the City Council of the City of Chula Vista discontinue collecting development impact fees (Western Transportation Impact Fee ("WTDIF"), Public Facilities Financing Development Impact Fee ("PFFDIF"), and Pazk Acquisition and Development Fee (``PAD")) in the redevelopment project azeas, excluding the Bayfront Project Area, for a period of five yeazs and use tax increment to finance capital improvement projects identified in the development impact fee program(s); and Memorandum of Understanding: DIF Suspension Page 1 7-55 WHEREAS, in order to serve new development, whether in redevelopment areas or otherwise, the City requires developers to pay fees associated with impacts of such development ("DIF Fees") for the design and construction of public facilities and the acquisition of pazkland and has established capital improvement programs identifying such public facilities and a fee structure associated with the acquisition of parkland; and WHEREAS, the City would like to suspend the collection of certain DIF Fees, specifically those chazged pursuant to Chula Vista Municipal Code chapters 3.5, 3.55, 17.10 ("Suspended Fees"), in the redevelopment areas in order to stimulate development, which will ultimately provide economic benefit to the City; however, the City cannot bear the cost of the public facilities required for the development for which the fees would be suspended; and WHEREAS, in order to ensure the City that such facilities will be provided, the Agency desires to enter into this MOU with the City guaranteeing either the construction of such facilities or payment of funds to the City in amounts that would, but for the suspension of the collection of DIF fees, have been collected by the City; and NOW, THEREFORE, for mutual consideration, the sufficiency of which is hereby acknowledged, the City and the Agency agree as follows: ARTICLE I. 1.1 Definitions. The following terms shall have the defmitions attributed to them below: Associated Improvement: any improvement required to mitigate the impacts of a specific development that occurs in a redevelopment area during the period time that DIF Fees are suspended in the redevelopment area. Included Development: Development that occurs within a redevelopment azea during the time period that the DIF Fees are suspended ARTICLE II. CITY OBLIGATIONS 2.1 Compliance with DIF Suspension Ordinance. For five (5) years from the effective date of the adoption of the ordinance suspending the collection of certain DIF Fees for development projects in the Redevelopment Areas, City shall not chazge Developers and the Developers shall have no legal obligation to pay the Suspended Fees. Memorandum of Understanding: DIF Suspension Page 2 7-56 ARTICLE III. AGENCY OBLIGATIONS 3.1 Make City Whole. In consideration of the City's adoption of the ordinance suspending certain DIF Fees in the Redevelopment Areas, Agency shall be directed by the City to and shall have the obligation to either: 3.1.1 Construct Improvements. Agency shall construct, or have constructed, at its own cost, the Associated Improvements for Included Development. A. City Standards and Approval. Associated Improvements shall be designed and constructed according to City Standazds and be subject to City approval, which will not unreasonably be withheld. B. Compliance with Laws. In the design and construction of the Associated Improvements, Agency shall comply with all Laws. C. Obtain Permits. Agency shall obtain any and all permits required for the construction of Associated Improvements. 3.1.2 Reimburse the City. Agency shall pay an amount equal to the dollaz amount of the Suspended Fees for Included Development, which amount shall be calculated at the time of payment ("Amount Payable"). A. Time for Payment. The Amount Payable shall be due and payable on or before either thirty (30) calendar days from written notice to the Agency that the Suspended Fees are necessazy to initiate planning, design and/or construction of some or all of the Associated Improvements or 5 years from the execution of this MOU, whichever occurs first. ARTICLE IV. ESTIMATED PROJECT COSTS 4.1 Estimated Cost. Each project included in the City's Capital Improvement Program has an estimated cost and, with respect to parkland acquisition, an estimated cost per acre ("Estimated Cost"). Estimated Costs aze identified in one of the following documents: 4.1.1 Public Facilities Development Impact Fee, March 2006 Update. Ordinance 2006-3050, approved 11/07/2006 4.1.2 Western Transportation Development Impact Fee Report. Ordinance 2008-3105, approved 03/18/2008 4.13 Resolution 2004-222, approved 07/13/2004 , 4.1.4 CVMC 17.10.120 Memorandum of Understanding: DIF Suspension Page 3 7-57 4.2 Annual Adjustments to Estimated Cost. Without further amendments to this Agreement, the Estimated Cost may be adjusted annually by the methods identified in the CVMC 17.10.110, CVMC 3.55.090, CVMC 3.50.090, and/or by subsequent City Council action approving an adjusted amount. 4.3 Notification of Increased Costs. If, at any time, the Agency anticipates that the amount expended on an Associated Improvement, which the Agency is constructing pursuant to section 3.1.1, above, will exceed the Estimated Cost, the Agency shall immediately, not more than ten (10) Working Days from becoming aware of the potential increase, notify the City in writing. This written notification shall include an itemized cost estimate and a list of recommended revisions, which the Agency believes will bring the construction cost to within the Estimated Costs. The City may either: (i) approve an increase in the amount authorized for the Project; or (ii) delineate a project, which may be constructed for the budget amount; or (iii) any combination of (i) and (ii). ARTICLE V. REIMBURSEMENT TO AGENCY 5.1 Oversized Facility Requirement. In the event that the City requires the Agency to construct Associated Improvements pursuant to section 3.1, above, the City may require that such improvements be constructed with supplemental size, length, or capacity (i.e. greater than that necessary to serve the Included Development) in order to ensure efficient, timely, and orderly development of the City. In such event, the Agency shall comply with all rules, regulations, procedures, and ordinances, including Chula Vista Municipal Code sections 3.50.135 and 3.55.150 associated with obtaining reimbursement or credit for such. ARTICLE VI. USE OF FUNDS COLLECTED 6.1 Placement in Specific Funds. All of the funds collected by .the City from the Agency pursuant to this MOU shall be placed in the related funds (i.e. PAD Fees in the Westem Park Acquisition & Development Fund, PFDIF in the Public Facilities DIF Fund, Western TDIF in the Western Transportation DIF Fund) in the relative proportion of the amounts collected. 6.2 Not a General Fund Asset. The funds shall not be placed in or become an asset of the City's General Fund. 6.3 Expenditure of Funds. The funds collected shall be expended solely for those Capital Improvement Projects that the City would have otherwise had the right to expend such funds had the DIF Suspension Ordinance not been approved and the Developer(s) had paid such amounts pursuant to Chula Vista Municipal Code chapters 3.5, 3.55, 17.10 as a condition of the Included Development. ARTICLE VII. MISCELLANEOUS PROVISIONS Memorandum of Understanding: DIF Suspension Page 4 7-58 7.1 Headings. All article headings are for convenience only and shall not affect the interpretation of this Agreement. 7? Gender & Number. Whenever the context requires, the use herein of (i) the neuter gender includes the masculine and the feminine genders and (ii) the singular number includes the plural number. 73 Reference to Paragraphs. Each reference in this Agreement to a section refers, unless otherwise stated, to a section this Agreement. 7.4 Incorporation of Recitals. All recitals herein are incorporated into this Agreement and are made a part hereof. 7.5 Covenants and Conditions. All provisions of this Agreement expressed as either covenants or conditions on the part of the City or the Agency, shall be deemed to be both covenants and conditions. 7.6 Integration. This Agreement and the Exhibits and references incorporated into. this Agreement fully express all understandings of the Parties concerning the matters covered in this Agreement. No change, alteration, or modification of the terms or conditions of this Agreement, and no verbal understanding of the Parties, their officers, agents, or employees shall be valid unless made in the form of a written change agreed to in writing by both Parties or an amendment to this Agreement agreed to by both Parties. All prior negotiations and agreements are merged into this Agreement. 7.7 Severability. The unenforceability, invalidity, or illegality of any provision of this Agreement shall not render any other provision of this Agreement unenforceable, invalid, or illegal. In the event that any provision of this Agreement shall for any reason, be determined to be invalid, illegal, or unenforceable in any respect, the remainder of this Agreement shall remain in full force and effect and the parties hereto shall negotiate in good faith and agree to such amendments, modifications, or supplements to this Agreement or such other appropriate action as shall, to the maximum extent practicable in light of such determination, implement and give effect to the intentions of the parties as reflected herein. 7.8 Drafting Ambiguities. The Parties agree that they are aware that they have the right to be advised by counsel with respect to the negotiations, terms and conditions of this Agreement, and the decision of whether or not to seek advice of counsel with respect to this Agreement is a decision which is the sole responsibility of each Party. This Agreement shall not be construed in favor of or against either Party by reason of the extent to which each Party participated in the drafting of the Agreement. 7.9 Conflicts Between Terms. If an apparent conflict or inconsistency exists between the main body of this Agreement and the Exhibits, the main body of this Agreement shall control. If a conflict exists between an applicable federal, state, or local law, rule,. Memorandum of Understanding: DIF Suspension Page 5 7-59 regulation, order, or code and this Agreement, the law, rule, regulation, order, or code shall control. Varying degrees of stringency among the main body of this Agreement, the Exhibits, and laws, rules, regulations, orders, or codes are not deemed conflicts, and the most stringent requirement shall control. Each Party shall notify the other immediately upon the identification of any apparent conflict or inconsistency concerning this Agreement. 7.10 Prompt Performance. Time is of the essence of each covenant and condition set forth in this Agreement. 7.11 Good Faith Performance. The Parties shall cooperate with each other in good faith, and assist each other in the performance of the provisions of this Agreement. 7.12 Further Assurances. City and Agency. each agrees to execute and deliver such additional documents as may be required to effectuate the purposes of this Agreement. 7.13 Exhibits. Each of the following Exhibits is attached hereto and incorporated herein by this reference: N/A 7.14 Compliance with Controlling Law. The Agency shall comply with all laws, ordinances, regulations, and policies of the Federal, State, and local governments applicable to this Agreement. 7.15 Jurisdiction, Venue, and Attorney Fees. This Agreement shall be governed by and construed in accordance with the laws of the State of Califomia. Any action arising under or relating to this Agreement shall be brought only in the federal or state courts located in San Diego County, State of California, and if applicable, the City of Chula Vista, or as close thereto as possible. Venue for this Agreement, and performance hereunder, shall be the City of Chula Vista. The prevailing Party in any such suit or proceeding shall be entitled to a reasonable award of attorney fees in addition to any other award made in such suit or proceeding. 7.16 Administrative Claims Requirement and Procedures. No suit shall be brought arising out of this agreement, against the City, unless a claim has first been presented in writing and filed with the City of Chula Vista and acted upon by the City of Chula Vista in accordance with the procedures set forth in Chapter 1.34 of the Chula Vista Municipal Code, the provisions of which aze incorporated by this reference as if set fully set forth herein. 7.17 Third Party Relationships. Nothing in this Agreement shall create a contractual relationship between City and any individual, entity, or other not a party to this Agreement. Memorandum of Understanding: DIF Suspension Page 6 ~-60 7.18 Successors in Interest. This Agreement and all rights and obligations created by this Agreement shall be in force and effect whether or not any Parties to the Agreement have been succeeded by another entity, and all rights and obligations created by this Agreement shall be vested and binding on any Parry's successor in interest. 7.19 Independent Contractors. The Agency, any contractors, subcontractors, and any other individuals employed by the Agency shall be independent contractors and not agents of the City. Any provisions of this Agreement that may appear to give the City any right to direct the Agency concerning the details of performing any obligations, including the construction of improvements, or to exercise any control over such action, shall mean only that the Agency shall follow the direction of the City concerning the end results of such obligations. 7.20 Agency not authorized to Represent City. Unless specifically authorized in writing by City, Agency shall have authority to act as City's agent to bind City to any contractual agreements whatsoever. 7.21 Approval. Where the consent or approval of a Party is required or necessary under this Agreement, the consent or approval shall not be unreasonably withheld. 7.22 No Waiver. No failure of either the City or Agency to insist upon the strict performance by the other of any covenant, term or condition of this Agreement, nor any failure to exercise any right or remedy consequent upon a breach of any covenant, term, or condition of this Agreement, shall constitute a waiver of any such breach of such covenant, term or condition. No waiver of any breach shall affect or alter this Agreement, and each and every covenant, condition, and term hereof shall continue in full force and effect to any existing or subsequent breach. 7.23 Notices. All notices, demands or requests provided for or permitted to be given pursuant to this Agreement must be in writing. All notices, demands and. requests to be sent to any party shall be deemed to have been properly given or served if personally served or deposited in the United States mail, addressed to such parry, postage prepaid, registered or certified, with return receipt requested, to the individuals and at the addresses identified below: Memorandum of Understanding: DIF Suspension Page 7 7-61 For the City: Attention: City Manager City of Chula Vista 276 Fourth Avenue Chula Vista, CA 91910 For the Agency: Attention: Executive Director City of Chula Vista 276 Fourth Avenue Chula Vista, CA 91910 7.23.1 Entitlement to Subsequent Notices. No notice to or demand on the parties for notice of an event not herein legally required to be given shall in itself create the right in the parties to any other or further notice or demand in the same, similaz or other circumstances. 7.24 Remedies. The rights of the parties under this Agreement aze cumulative and not exclusive of any rights or remedies, which the parties might otherwise have, unless this MOU provides to the contrary. 7.25 Counterparts. This Agreement may be executed in more than one counterpart, each of which shall be deemed to be an original but all of which, when taken together shall constitute but one instrument. 7.26 Signing Authority. Each signatory and party hereto hereby warrants and represents to the other party that it has legal authority and capacity and direction from its principal to enter into this Agreement; that all resolutions or other actions have been taken so as to enable it to enter into this Agreement and agrees to hold the other Party or Parties hereto harmless if it is later determined that such authority does not exist. Memorandum of Understanding: DIF Suspension Page 8 7-62 Signature Page Now therefore, the parties hereto, having read and understood the terms and conditions of this agreement, do hereby express their consent to the terms hereof by setting their hand hereto on the date set forth adjacent thereto. Dated: City of Chula Vista by: Attest: Donna R. Norris City Clerk Approved as to Form: Glen R. Googins City Attorney Dated: Agency: by: Memorandum of Understanding: DIF Suspension 7-63 Page 9