1. Transit Revitalization Investment Districts Planning and Implementation of Act 238 of 2004 July 2006 Getting to TRID Lynn Colosi Clear View Strategies

2. Agenda Transit Properties Case Studies Summary of TRID: Act 238 TRID Funding and Application Process Questions & Answers Getting to TRID

3. Getting to TRID Transit Agency as Community Developer Excess Properties Tax Exempt SmartGrowth linking transit with land use accessibility FTA Policy

4. Getting to TRID Transit Agency as Community Developer Shannon Station Development

5. Rochester TRID

6. Getting to TRID Summary of TRID Transit Revitalization Investment District summary of the program TRID planning study 1/8 mile radius value capture Enhances or Promotes Coordination offers municipalities, transit agencies and other local stakeholders a way to partner to facilitate community development State Funding Support additional planning and implementation $

7. TRID Area Boundaries (Refined by TRID Planning Study)

8. Getting to TRID Benefits of TRID TRID Offers Communities a New Tool Foster community revitalization Support local economic development goals Help shape local development patterns Opportunity for Transit Agencies Partner with local governments and developers to advance TOD Increase transit ridership Share in real estate tax revenues to support capital projects and maintenance in TRID areas

9. TRID PROCESS Planning Study Step 1 – Cooperation between municipality and transit agency to undertake study and create TRID Step 2 – Municipality and transit agency engage support of other partners Step 3 – Municipality submits application for planning study funding Step 4 – Municipality in cooperation with partners undertakes TRID Planning Study Step 5 – Planning study is completed and presented to the public Step 6 – Municipality and transit agency accept planning study’s findings and recommendations

10. Getting to TRID TRID Planning Study Requirements 1. Facilitate Partnerships 2. Community Outreach 3. Market Study identify existing and proposed land use determine real estate market conditions (property availability, development potential) establish TRID and Value Capture area boundaries zoning/comp plan amendments 4. Environmental Conditions water, sewer, storm water infrastructure improvements and costs future maintenance

11. Getting to TRID TRID Planning Study Requirements 5. Transportation Improvements roadway, signals, pedestrian, bike transit service and facilities infrastructure improvements and costs future maintenance 6. Financial Plan proposed funding sources amortization schedule future maintenance requirements 7. Agreements partnership management entity development 8. Training

12. TRID PROCESS Program Management Step 1 – Management Entity is formed to implement TRID Step 2 – Municipality, transit agency and stakeholders review financial plan and public sector infrastructure improvements, including costs, phasing and maintenance Step 3 – Municipality and transit agency coordinate with school district and county on Value Capture shares, schedule, TRID Financial Plan and other programs Step 4 – Municipality/Transit Agency Agreement executed on roles, responsibilities, financial commitments, management entity and defined improvements

13. TRID PROCESS Implementation Step 1 – Management Entity solicits Developer interest Step 2 – Development proposal accepted by Management Entity and municipality Step 3 – Management Entity executes Development Agreement with successful Developer, including public sector improvements and private sector financial or project commitments Step 4 – Project construction and completion Step 5 – TRID Management Entity administers Value Capture revenues and expenditures in accordance with approved Implementation Program Step 6 – Amendments to Agreement or TRID Plan, as required

14. Getting to TRID TRID Application Process LUPTAP Program Guidelines Guidelines cover TRID Planning Studies; not implementation Program Objectives and Definitions mirror the Act Eligible Applicants are local municipalities or counties, if designated by municipality Eligible Activities also mirror contents of TRID Planning Study defined in the Act Key Point: DCED Guidelines (p. 11) state that TRID Planning Study “…must identify the future development market, level of transit service and calculate the potential incremental tax revenue gains for the defined TRID…”

15. Getting to TRID TRID Application Process Grant Funding: $75,000 maximum grant; 25% local match required (either cash or combination of cash and in-kind services) In-kind match requires prior discussion with DCED TRID Planning Study shall receive priority consideration for planning and implementation grants and technical assistance from DCED and other State agencies (with applicable grant or loan programs) (See Sec. 304 (2) and (3) of the Act)

16. Getting to TRID TRID Application Process LUPTAP/Single Application Requirements (1) Work Program and Work Element Cost Summary - Scope of Work and cost by task (2) Designation of Previous Planning Studies and Supplemental Studies - Meeting with DCED’s Center for Local Government Services staff to review existing study/plan and proposed updating/supplemental work - Describe how current study is consistent with TRID Act (3) Local Government and County Consent - Resolutions from local government(s) authorizing application filing and committing to local match - Letter of support for project from applicable MPO/RPO - Letters of support or resolution from school district and public transit agency (where applicable)

17. Getting to TRID TRID Application Process (4) General Consistency - county planning agency letter that proposed project is consistent with county/municipal comprehensive plans and zoning ordinances - work program should discuss project consistency with other applicable Commonwealth laws (5) Participatory Planning - strategy for public participation, including required public meetings in Sec. 901 of the Act

18. Getting to TRID TRID Application Process (6) Other Partnerships - how partnerships with various governments and agencies will be created, particularly for value capture approach (7) Education and Technical Assistance - training and education component (maximum of $1,200 can be budgeted) - Meeting with DCED’s Center for Local Government Services staff to discuss types of training (such as TOD, overlay zoning, value capture)

19. Getting to TRID TRID Application Process Application Evaluation Criteria and Review Procedure Project Impact Part of overall community and economic development plan for the community Time Frame and Cost of Project Location and Timing of Project TODs for existing stations/stops are higher priority than TODs proposed at programmed or planned stations/stops Partnerships Multi-municipal approaches are encouraged and forming public/private partnerships Past Performance DCED will review past grant performance, if applicable

20. Getting to TRID Questions & Answers Lynn Colosi 412-683-3684 lcolosi@clearviewstrategies.com