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Page 182
Suggested Citation:"Summary of Appendices." National Academies of Sciences, Engineering, and Medicine. 2021. Guide to Joint Development for Public Transportation Agencies. Washington, DC: The National Academies Press. doi: 10.17226/26045.
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Page 183
Suggested Citation:"Summary of Appendices." National Academies of Sciences, Engineering, and Medicine. 2021. Guide to Joint Development for Public Transportation Agencies. Washington, DC: The National Academies Press. doi: 10.17226/26045.
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Page 183
Page 184
Suggested Citation:"Summary of Appendices." National Academies of Sciences, Engineering, and Medicine. 2021. Guide to Joint Development for Public Transportation Agencies. Washington, DC: The National Academies Press. doi: 10.17226/26045.
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Page 184
Page 185
Suggested Citation:"Summary of Appendices." National Academies of Sciences, Engineering, and Medicine. 2021. Guide to Joint Development for Public Transportation Agencies. Washington, DC: The National Academies Press. doi: 10.17226/26045.
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Page 185
Page 186
Suggested Citation:"Summary of Appendices." National Academies of Sciences, Engineering, and Medicine. 2021. Guide to Joint Development for Public Transportation Agencies. Washington, DC: The National Academies Press. doi: 10.17226/26045.
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Page 186

Below is the uncorrected machine-read text of this chapter, intended to provide our own search engines and external engines with highly rich, chapter-representative searchable text of each book. Because it is UNCORRECTED material, please consider the following text as a useful but insufficient proxy for the authoritative book pages.

158 This guide is accompanied by TCRP Web-Only Document 73, downloadable from the TRB website, which contains Appendices A to I. These constitute the research reports and other technical products of the research team. While these products are reflected throughout the guide, the underlying reports are available to the reader and may be summarized as follows. Appendix A: Survey Instruments for Transit Agencies, Local and Regional Govern- ments, and Private Sector Companies Appendix A contains the survey questionnaire templates used in the primary outreach effort of this study. Thirty-two transit agencies were surveyed, 18 by live or telephone interview and 14 in writing, using the iden- tical questionnaire. Eighteen local or regional government jurisdictions were interviewed, and 17 private sector companies. As explained in Chapter 1, the entities in all three categories were chosen for geographic and institu- tional representation as well as diversity of practice. Appendix B: Report on Survey of Transit Agencies Appendix B is the detailed research report on the survey of transit agencies. The topics addressed include the scope and type of JD activities of these agencies, their goals and objectives, their outlook on JD econo- mics and on such key issues as parking and affordable housing in the JD context; perceptions of local government and developer attitudes and policies; and methodologies in project planning, developer selection, and project execution. Appendix C: Report on Survey of Private Sector Companies Appendix C is the detailed research report on the survey of private developers, lenders, and investors. The topics addressed are similar, as applicable, to those covered in the transit agency report, but from the development perspective. There is particular emphasis on developer goals, their reasons for undertaking TOD/JD, and their perceptions of transit agency goals and capacities. Appendix D: Report on Survey of Local and Regional Governments Appendix D is the detailed research report on the survey of local and regional government jurisdictions. The topics addressed are similar, as applicable, to those covered in the transit agency and private sector reports, but from the local government perspective. There is particular emphasis on land use, zoning, and financial incentive policies. Summary of Appendices

Summary of Appendices 159   Appendix E: Literature Review: Annotated Bibliography and Discussion Appendix E consists of an annotated bibliography of 40 academic or other peer-reviewed sources published since 2002 and a narrative review of those sources by topic. The year 2002 was chosen as the starting point because a comprehensive literature review on TOD and “transit joint devel- opment” was published by TRB in that year (Cervero et al., 2002). Appendix F: FTA Joint Development Policy and Its Evolution Appendix F is a research narrative summarizing the key features of the FTA’s JD policy, tracing its evolution from initial issuance in 1997 through subsequent versions issued in 1998, 2007, 2014, 2016, and the current official policy, issued in 2020. Particular emphasis is placed on the concept of FTA-assisted JD, the circumstances in which it is applicable, how it works, and how it differs from disposition of excess FTA-assisted property. Appendix G: Review of Transit Agency Joint Development Policies Appendix G is a comparative review of the official JD policies published by ten U.S. transit agencies, which together comprise a principal source of guidance for other agencies considering adopting or amending such policies. The ten agency policies are summarized and compared across eleven different characteristics. The ten include: BART, DART, Denver RTD, KCATA, LA Metro, MARTA, MBTA, Sound Transit, UTA, and WMATA. Appendix H: Index to Practitioner Case Studies Appendix H is meant to help JD practitioners navigate the large amount of practical case study material available on-line. It includes a descrip- tion of two on-line TOD newsletters that are rich in JD-related case study material, and a bibliography of selected individual case studies published on the websites of FTA, FHWA, the Urban Land Institute, the American Public Transportation Association, and Rail∼Volution. Appendix I: Review Agency Joint Development Documents Appendix I is a report describing the research team’s analysis of several categories of transit agency documentation related to JD. These include enabling acts, developer solicitations, exclusive negotiation agreements, and development agreements. The appendix also provides links to numerous such documents. Appendix I should be reviewed together with Appendix G.

Abbreviations and acronyms used without definitions in TRB publications: A4A Airlines for America AAAE American Association of Airport Executives AASHO American Association of State Highway Officials AASHTO American Association of State Highway and Transportation Officials ACI–NA Airports Council International–North America ACRP Airport Cooperative Research Program ADA Americans with Disabilities Act APTA American Public Transportation Association ASCE American Society of Civil Engineers ASME American Society of Mechanical Engineers ASTM American Society for Testing and Materials ATA American Trucking Associations CTAA Community Transportation Association of America CTBSSP Commercial Truck and Bus Safety Synthesis Program DHS Department of Homeland Security DOE Department of Energy EPA Environmental Protection Agency FAA Federal Aviation Administration FAST Fixing America’s Surface Transportation Act (2015) FHWA Federal Highway Administration FMCSA Federal Motor Carrier Safety Administration FRA Federal Railroad Administration FTA Federal Transit Administration HMCRP Hazardous Materials Cooperative Research Program IEEE Institute of Electrical and Electronics Engineers ISTEA Intermodal Surface Transportation Efficiency Act of 1991 ITE Institute of Transportation Engineers MAP-21 Moving Ahead for Progress in the 21st Century Act (2012) NASA National Aeronautics and Space Administration NASAO National Association of State Aviation Officials NCFRP National Cooperative Freight Research Program NCHRP National Cooperative Highway Research Program NHTSA National Highway Traffic Safety Administration NTSB National Transportation Safety Board PHMSA Pipeline and Hazardous Materials Safety Administration RITA Research and Innovative Technology Administration SAE Society of Automotive Engineers SAFETEA-LU Safe, Accountable, Flexible, Efficient Transportation Equity Act: A Legacy for Users (2005) TCRP Transit Cooperative Research Program TDC Transit Development Corporation TEA-21 Transportation Equity Act for the 21st Century (1998) TRB Transportation Research Board TSA Transportation Security Administration U.S. DOT United States Department of Transportation

Transportation Research Board 500 Fifth Street, NW Washington, DC 20001 ADDRESS SERVICE REQUESTED ISBN 978-0-309-67391-4 9 7 8 0 3 0 9 6 7 3 9 1 4 9 0 0 0 0

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Joint development is real estate development that occurs on transit agency property or through some other type of development transaction to which the transit agency is a party.

The TRB Transit Cooperative Research Program's TCRP Research Report 224: Guide to Joint Development for Public Transportation Agencies is designed to expand the successful use of joint development in North American transit systems—in the volume and variety of projects undertaken, the diversity of transit agencies participating, and the quality of outcomes achieved.

Supplemental to the report is TCRP Web-Only Document 73:Guide to Joint Development for Public Transportation Agencies: Appendices, the Executive Summary, and a long version presentation and a short version presentation of "Guide to Joint Development for Public Transportation Agencies."

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