Guide to Joint Development for Public Transportation Agencies: Appendices (2021) / Chapter Skim
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Appendix G Transit Agency Joint Development Policies i TABLE OF CONTENTS 1.0 Introduction…………………………………………………………………………………………………………….……G-2 2.0 Summary and Comparison……………………………………………………..…………………………………….G-4 3.0 Recent Policy Modifications…………………………………………………………………………..……….…..G-11 Endnotes: Related Policy Documents…………………………………………………………………………..….….G-13 LIST OF TABLES Table G-1: Primary Joint Development Policy Documents………………………………….………….…....….G-2 Table G-2: Key Characteristics of Agency Joint Development Policies……………………………….……..G-5 Table G-3: Summary of Transit Agency Joint Development Policies……………………………………..….G-9 Table G-4: Additional Transit Agency Joint Development Policies……………………………………….….G-15
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Appendix G Transit Agency Joint Development Policies G-1 REVIEW OF TRANSIT AGENCY JOINT DEVELOPMENT POLICIES 1.0 Introduction For transit agencies that are undertaking joint development projects or contemplating doing so, a potential threshold step is to adopt an official joint development policy to govern the program and to serve as a foundational point of reference for internal and external stakeholders. For peer agencies, these policies can also illustrate alternative approaches and best practices.
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Appendix G Transit Agency Joint Development Policies G-2 Table G-1: Primary Joint Development Policy Documents Transit Agency Principal Joint Development Policy Document(s) Atlanta: MARTA MARTA TOD Guidelines (2010)
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Appendix G Transit Agency Joint Development Policies G-3 Transit Agency Principal Joint Development Policy Document(s) Salt Lake City: UTA TOD: Living Connected (TOD Policy)
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Appendix G Transit Agency Joint Development Policies G-4 2.0 Summary and Comparison These policies are summarized and compared across 11 characteristics that the research team, based on its experience, considers particularly salient. These characteristics are described, and the comparisons among agency policies outlined in narrative form, in Table G-2.
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Appendix G Transit Agency Joint Development Policies G-5 • With respect to the planning of new corridors and extensions, does the agency's joint development policy explicitly recognize future joint development opportunities as a consideration in station location and right-of-way assembly? Does the policy address the choice of "strategic acquisitions" versus the traditional "minimal taking" standard?
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Appendix G Transit Agency Joint Development Policies G-6 Table G-2: Key Characteristics of Agency Joint Development Policies Characteristic Examples A Joint Development Terminology The transit agency either: (a)
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Appendix G Transit Agency Joint Development Policies G-7 D States the Criteria for Evaluation and Selection of Competing Proposals The joint development policy states whether, by law or by policy, the agency bases its competitive developer selections on the highest responsive bid price; on a set of multiple "best value" or "most advantageous" criteria, or which price is only one; or on some hybrid of these approaches.
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Appendix G Transit Agency Joint Development Policies G-8 F Published TOD Standards Applicable to Joint Development Either within its joint development policy or in a linked document, the agency has adopted standards for density, use, public realm, and/or parking.
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Appendix G Transit Agency Joint Development Policies G-9 H Park & ride Replacement Flexibility The joint development policy states that park & ride replacement for joint development is evaluated case-bycase and not assumed to be 1:1.
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Appendix G Transit Agency Joint Development Policies G-10 Using the comparative criteria described above, Table G-3 summarizes the 10 transit agency joint development policies in matrix form. Table G-3: Summary of Transit Agency Joint Development Policies A B C D E F G H I J K Transit Agency U se T er m " Jo in t De ve lo pm en t" Ex pl ic it Pr oc ed ur es fo r Pr oc ur em en t/ N eg ot ia tio n Ex pl ic it Po lic y fo r U ns ol ic ite d Pr op os al s St at es B as is o f S el ec tio n (P ric e or M ul tip le C rit er ia )
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Appendix G Transit Agency Joint Development Policies G-11 3.0 Recent Policy Modifications Transit agencies adopt joint development policies because they recognize that it is difficult to manage a joint development program without one. The overarching benefit of a joint development policy is to have, on record, a consistent approach readily available to multiple stakeholder audiences: the development community, local land use authorities, community groups, the Federal Transit Administration, and the transit agency's own internal departments.
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Appendix G Transit Agency Joint Development Policies G-12 • More broadly, a perceived need for greater consistency and transparency in describing roles, responsibilities, expectations, and process. BART's response to these changing conditions is reflected in the overall structure of the 2017 BART TOD Guidelines, as well as in specific policies on affordable housing, station-area TOD planning and advocacy, reduced parking for residential and commercial joint development, a flexible approach to land value, performance criteria reflecting a multiple criteria definition of return on investment, and a proactive approach to identifying joint development opportunities in places where market conditions and institutional support are aligned.125 BART also adopted a detailed policy for unsolicited proposals in 2019, undoubtedly reflecting the real estate market in the Bay Area at its peak of intensity prior to the COVID pandemic.
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Appendix G Transit Agency Joint Development Policies G-13 • Accommodate local public policy initiatives in WMATA's written joint development policy. Such policies include Transportation Demand Management, green building, and affordable housing.
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Appendix G Transit Agency Joint Development Policies G-14 Endnotes: Related Policy Documents Atlanta: MARTA TOD website (implementation, project, and site information) : https://www.itsmarta.com/tod-overview.aspx Boston: MBTA 2018 Design/Construction Review for Projects within the MBTA's Zone of Influence A Guide for Owners, Developers, and Contractors (ODCs)
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Appendix G Transit Agency Joint Development Policies G-15 G BART Facilities Standards: Architecture: Passenger Station Sites Chapter (as of Jan.
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Appendix G Transit Agency Joint Development Policies G-16 Additional Transit Agencies In addition to the 10 transit agencies discussed in this appendix, joint development policies were obtained from an additional five agencies in the course of this study. Their joint development policy documents may be found at the following links: Table G-4: Additional Transit Agency Joint Development Policies Transit Agency Primary Joint Development Policy Documents Austin: Capital Metro Transit Authority TOD Policy: https://www.capmetro.org/uploadedFiles/Capmetroorg/Future_Plans/TransitOriented_Development/TOD_Policy.pdf TOD Guide: https://capmetro.org/uploadedfiles/New2016/Plans_and_Development/TransitOriented_Development/tod-guide.pdf TOD Priority Tool: https://capmetro.org/uploadedFiles/New2016/Plans_and_Development/TransitOriented_Development/TOD%20160915%20Priority%20Tool_v4a.pdf Cleveland: Greater Cleveland Regional Transit Agency (GCRTA)
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