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TCRP Web-Only Document 73: Guide to Joint Development for Public Transportation Agencies Appendices Alden S. Raine AECOM Boston, MA IN ASSOCIATION WITH James Gast AECOM Arlington, VA Robert Cervero University of California Berkeley, CA Dena Belzer Strategic Economics, Inc. Berkeley, CA Todd J. Poole 4ward Planning, Inc. Philadelphia, PA Contractorâs Technical Appendices for TCRP Project H-57 Submitted September 2020 ACKNOWLEDGMENT This work was sponsored by the Federal Transit Administration (FTA) in cooperation with the Transit Development Corporation (TDC). It was conducted through the Transit Cooperative Research Program (TCRP), which is administered by the Transportation Research Board (TRB) of the National Academies of Sciences, Engineering, and Medicine. COPYRIGHT INFORMATION Authors herein are responsible for the authenticity of their materials and for obtaining written permissions from publishers or persons who own the copyright to any previously published or copyrighted material used herein. Cooperative Research Programs (CRP) grants permission to reproduce material in this publication for classroom and not-for- profit purposes. Permission is given with the understanding that none of the material will be used to imply TRB, AASHTO, FAA, FHWA, FTA, GHSA, NHTSA, or TDC endorsement of a particular product, method, or practice. It is expected that those reproducing the material in this document for educational and not-for-profit uses will give appropriate acknowledgment of the source of any reprinted or reproduced material. For other uses of the material, request permission from CRP. DISCLAIMER The opinions and conclusions expressed or implied in this report are those of the researchers who performed the research. They are not necessarily those of the Transportation Research Board; the National Academies of Sciences, Engineering, and Medicine; or the program sponsors. The information contained in this document was taken directly from the submission of the author(s). This material has not been edited by TRB.
The National Academy of Sciences was established in 1863 by an Act of Congress, signed by President Lincoln, as a private, non- governmental institution to advise the nation on issues related to science and technology. Members are elected by their peers for outstanding contributions to research. Dr. Marcia McNutt is president. The National Academy of Engineering was established in 1964 under the charter of the National Academy of Sciences to bring the practices of engineering to advising the nation. Members are elected by their peers for extraordinary contributions to engineering. Dr. John L. Anderson is president. The National Academy of Medicine (formerly the Institute of Medicine) was established in 1970 under the charter of the National Academy of Sciences to advise the nation on medical and health issues. Members are elected by their peers for distinguished contributions to medicine and health. Dr. Victor J. Dzau is president. The three Academies work together as the National Academies of Sciences, Engineering, and Medicine to provide independent, objective analysis and advice to the nation and conduct other activities to solve complex problems and inform public policy decisions. The National Academies also encourage education and research, recognize outstanding contributions to knowledge, and increase public understanding in matters of science, engineering, and medicine. Learn more about the National Academies of Sciences, Engineering, and Medicine at www.nationalacademies.org. The Transportation Research Board is one of seven major programs of the National Academies of Sciences, Engineering, and Medicine. The mission of the Transportation Research Board is to provide leadership in transportation improvements and innovation through trusted, timely, impartial, and evidence-based information exchange, research, and advice regarding all modes of transportation. The Boardâs varied activities annually engage about 8,000 engineers, scientists, and other transportation researchers and practitioners from the public and private sectors and academia, all of whom contribute their expertise in the public interest. The program is supported by state transportation departments, federal agencies including the component administrations of the U.S. Department of Transportation, and other organizations and individuals interested in the development of transportation. Learn more about the Transportation Research Board at www.TRB.org.
CÂ OÂ OÂ PÂ EÂ RÂ AÂ TÂ IÂ VÂ EÂ RÂ EÂ SÂ EÂ AÂ RÂ CÂ HÂ PÂ RÂ OÂ GÂ RÂ AÂ MÂ SÂ Â Â CRP STAFF FOR TCRP WEB-ONLY DOCUMENT 73 Christopher J. Hedges, Director, Cooperative Research Programs Lori L. Sundstrom, Deputy Director, Cooperative Research Programs Gwen Chisholm Smith, Manager, Transit Cooperative Research Program Dianne S. Schwager, Senior Program Officer Daniel J. Magnolia, Senior Program Assistant Eileen P. Delaney, Director of Publications Natalie Barnes, Associate Director of Publications Sreyashi Roy, Editor Kathleen Mion, Senior Editorial Assistant TCRP PROJECT H-57 PANEL Field of Policy and Planning Sharon Greene, InfraStrategies LLC, Laguna Beach, CA (Chair) G. B. Arrington, GB Place Making, LLC, Portland, OR Richard G. Bickel, Jr., Econsult Solutions, Inc., Ardmore, PA Adam Cohen, University of California, Berkeley, Bakersfield, CA Lucy Galbraith, MetroTransit, Minneapolis/St. Paul, MN Susan M. Herre, Susan Herre Architecture + Urban Planning, St Louis, MO Daniel J. Horner, Port Authority of New York and New Jersey, New York, NY Steve Meyer, Bountiful, UT Gary Prince, King County Metro Transit, Seattle, WA Andrew J. Scott, Washington Metropolitan Area Transit Authority, Washington, DC Walt Stringer, Mineta Transportation Institute, Carlsbad, CA John T. Crocker, FTA Liaison Daniel Edwards Schned, FTA Liaison Richard A. Weaver, APTA Liaison Jennifer L. Weeks, TRB Liaison
CONTENTS APPENDIX A Survey Instruments for Transit Agencies, Local and Regional Governments, and Private Sector Companies APPENDIX B Report on Survey of Transit Agencies APPENDIX C Report on Survey of Private Sector Companies APPENDIX D Report on Survey of Local and Regional Governments APPENDIX E Literature Review: Annotated Bibliography and Discussion APPENDIX F FTA Joint Development Policy and Its Evolution APPENDIX G Review of Transit Agency Joint Development Policies APPENDIX H Index to Practitioner Case Studies APPENDIX I Review of Agency Joint Development Documentation Note: The appendices published herein are the appendices to TCRP Research Report 224. Readers can read or purchase TCRP Research Report 224 at www.trb.org. A note on the pandemic. The research reported in these Appendices was undertaken in 2019, before the advent of COVID-19. The Guide was written in 2020, as the pandemic was decimating every aspect of American life, including employment, real estate, and public transportation. While it is likely that joint development activity will experience setbacks as real estate markets and transit ridership take time to recover, the research team and project panel believe that the findings and fundamental recommendations presented in the Guide will transcend current health issues.
