Task 1: Review Existing Program and Resolve Policy Issues Objective: Review the 2015 Nexus Study and local policy documents from all three jurisdictions, including General Plans, Housing Elements, transportation plans, and all other applicable documents and reports. Identify and document legal and policy issues that may affect the update. Assess the adequacy of the existing fee framework and modeling tools. Confirm the study’s alignment with recent legislation and legal precedent. Description: • Review the existing 2015 Nexus Study and relevant fee ordinances/resolutions. • Review Housing Element updates and other master plans, policies and programs from each of the three Lamorinda jurisdictions related to transportation infrastructure. • Identify policy-related issues such as LOS vs. VMT, wildfire mitigation project eligibility, fair share methodology, recommended changes to how fees per land use type are calculated, and adequacy of traffic modeling for use in establishing a transportation facilities fee, among other possible questions. • Address relevant state statutes and case law. Meetings: Two meetings with staff to initiate the project, discuss data needs, address applicable policy issues and address questions. Deliverables: Information requests; revised project scope and schedule (as needed), and a brief written summary of the policies and how they may be integrated within the updated Nexus Study. Task 2: Identify Existing Development, Future Growth and Transportation Network Demand Objective: Establish baseline development levels and project growth through 2050. Incorporate RHNA data, second unit trends, and institutional uses. Validate “Dwelling Unit Equivalent” (DUE) methodology and update prior Nexus Study tables accordingly. Develop clear methods for linking land use to transportation demand. Description: Identify the base year for estimating existing levels of development and for calculating facility standards based on existing facility inventories. Include entitled development that would be exempt from fee program. • Consult with LFFA staff to develop growth projections to 2050. Consider projections from the CCTA's traffic model and/or other available sources. • Develop clear methods for linking land use to transportation demand. For example, identify population density factors to convert population estimates to dwelling units. Changes to estimates and projections during subsequent tasks could cause unanticipated effort and require an amendment to the work plan and budget. Obtain approval of estimates and projections from LFFA staff prior to proceeding. • Identify base year conditions and estimate existing development. • Incorporate RHNA allocations and new assumptions about second units and institutional uses for all three jurisdictions. • Revisit all DUE-related tables from the existing Nexus Study (Tables 2, 5, 6, and 8) to reflect current conditions and expected growth. • Assess how streamlined, ministerial housing approvals (e.g., SB 35, AB 2011) may limit fee collection and affect Nexus Study findings. Meetings: One meeting with LFFA staff to discuss growth projection estimates and any proposed changes to methodology in how transportation network demand is estimated. Deliverables: Table of existing and projected development by land use and jurisdiction. Agreed approach for converting land use data to measure facility demand.
