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HomeMy WebLinkAboutAgenda Report - September 4, 1985 (56)RES. NO. 85-118 Council adopted Resolution No. 85-118 approving the City's 1985-86 Transportation Development Act Claim for Local Transportation Fund (LTF) and State Transit Assistance (STA) and authorized the City Manager to execute the subject docment on behalf of the City. Council was informed that the City's 1985--86 TDA Claim requests all of the 1985-86 STA apportionment amounting to $63,274 and all of the LTF apportionment which amounts to $761,140. This year it is estimated that we will use approximately $94,715 of LTF money for the Dial -A -Ride system. This includes $12,500 to be used on a new vehicle. Because the STA apportionments are getting less each year, it requires more of the LTF apportionment to fund the transit system. The UI -6 portion of the clai•n includes all of the projects which are being considered for construction during the next fiscal year. Showing these projects in our claim allows us the flexibility to use TDA funds if the projects are included in the City's 1986 Transportation ImprovEj-remt Project. It does not approve these projects for construction. Project approval will be by Council action in December 1985. The pedestrian/bicycle apportionrent will be used to complete the Ham Lane Improvement project, Iodi Avenue to Elm Street. Ham Lane is a primary bicycle route in the San Joaquin. County bicycle plan and meets the intent of use of that apportion-r-ent. The TDA funds are used in conjunction with other City funds for the Transportation in proverient Program and also the maintenance of cur streets. 0 EMS IT F L I COUNCIL CCI MUNICA'T'I®N PUBLIC WORKS DEPARTMENT TO: City Council - FROM: City Manager DATE: August 28, 1985 SUBJECT: 1985-86 Transportation Development Act Claims -RECOMMENDED ACTION: That the City Council adopt a resolution approving the City s 1985-86 Transportation Development Act Claim for Loca: Transportation Fund kE (LTF) and State Transit Assistance (STA) and authorize the City Manager to sign - on behalf of the City. BACKGROUND INFORMATION: The City's 1985-86 ,TDA Claim requests all of the 1985-86 STA apportionment amounting to $63,274 and all of the LTF apportion-went which amounts to $761,140. This year it is estimated that we will use approximately $94,715 of LTF money for the Dial--A-Ride system. This includes $12,500 to be used on a new vehicle. Because the STA apportionments are getting less each year, it requires more of the LTF apportionment to fund the transit system. The LTF portion of the claim includes all of +the projects which are being considered for construct-Ion during the next fiscal year. Those projects are shown on the attached list. Showing these projects in our claim allows us the flexibility to use TDA funds if the projects are included in the City's 1986 Transportation Improvement Project. It does not approve these projects for° construction. Project approval will be by Council action in December 1985. The pedestrian/bicycle appportiorment will be used to complete the Ham Lane 1. Improvement project, Lodi Avenue to Elm Street. Ham Lane is a primary bicycle-= route in the San Joaquin County bicycle plan and meets the intent of use of that i; apportionment. The TDA funds are used in conjunction with other City funds for the Transportation Improvement Program and also the maintetlance of our streets. A complete claim form is in the City Manager's file, but not included as part of this Communication. ack L. Ronsko Jerry Glenn `Public Works Director Assistant City Manager Attachment JLR/SB/cag APPROVED: 7HCS A. PFTERSTI. C i tom'!.-,,,, ,'./�' /w7 ~!�' i e�,C"�{�+5�."•nS�ry���k�` d"4!�.:��`s .:9.�C.a.;.��...T-_ V" THOMAS A. PETERSON "CITY COUNCIL City Manager DAVID M. HtNCHMAN, Mayor CITY L I ALICE M. REIMCHE FRED M. REID City Clerk Mayor Pro Tempore CITY HALL, 221 WEST PINE STREET EVELYN M. OLSON CALL BOX 3006 RON/,LD M. STEIN LODI,' CALIFORNIA 95241-1910 City Attorney JAMES W. PINKERTON, Jr. (209) 334-5634 JOHN R. (Randy) SNIDER San joaquirl County Council of GoverMents 1860 East Hazelton Avenue Stockton, CA 95205 Gentlemen: Enclosed please find two executed copies of the City of Lodi 1985-86 Transportation Development Act Claim for Local Transportation Fund and State Transit Assistance which was approved by the Lodi City Council at its Regular PvLeeting of September 4, 1985 and the authorizing Resolution No. 85-118. Please return a fully executed copy of the subject claim at your earliest convenience. Should you have any questions regarding this matter, please do not hesitate to call this office. eery truly yours, ALICE M. REIl4CHE City Clerk x RESOLUTION NO. 85-118 RESOLUTION APPROVING CITY OF LODI 1985-86 TRANSPORTATION DEVELOPMENT ACI' CLAIM FOR LOCAL, TRANSPORTATION FUND AND STATE TRANSIT ASSISTANCE RESOLVED, that the City Council of the City of Lodi does hereby approve the City's 1985-86 Transportation Develomvazt Act Claim for Local 'Eransportation Fund and State Transit Assistance, a copy of which is attached hereto, marked Exhibit "A", and thereby made a part hereof. BE IT FUIMiER RESOLVED, that the City Council of the City of Lodi does hereby authorize the City Manager and City Clerk to execute the subject docLunent on behalf of the City of Lodi.. Dated: September 4, 1985 I hereby certify that Resolution No. 85-118 was passed and adopted by the City Council of the City of Lodi in a Regular N�eeti:g held September 4, 1985 by the following vote: AYES: Council Members - Olson, Pinkerton, Reid, Snider, and Hinchman (Mayor) NOES: Council Members - None ABSENT: Council Members - None ATTEST: ALICE M. REIMC HE City Clerk a LOCAL TRANSPORTATION FUND TO: San Joaquin County Council of Governments 1860 East Hazelton Avenue Stockton, CA 95205 FROM: Applicant: City of Lodi Address: Call Box 3006, Lodi, CA 95241-1910 (City, zips - Sharon Blaufus Contact Person: L T F 6 Phone: 333-670 The City o f Lodi hereby requests, in accordance witn C apter 1-400, Statutes 1971-a--nU applicable rules and regulations, that its annual transportation claim be approved in the amount of $ 1 102,490 for fiscal year 1985-86 , to be drawn from the Iota transportation fund. When approved, please transmit this claim to the County Auditor for payment. Approval of the claim and payment by the County Auditor to this applicant is subject to such monies being on hand and available for distribution, and to the provisions that such monies will be used only in accordance with the terns of the approved annual financial plan. The claimant_ certifies that this Local Transportation Fund claim and the financial information contained therein, is reasonable and accurate to the best of my knowledge, and that the aforementioned information indicates the eligibility of this claimant for funds for the fiscal year of the application pursuant to CAC Section 6634 and 6734. APPROVED: San Joaquin County Council of Governments By R IF. -TI OORN Title Executive Director Date 19 Applic- CC i ty"'C' i B Title City Manager Date September 4 19 85 11 &rcche Attest:Alice M. City Clerk - 5 - STA STATE TRANSIT ASSISTANCE CLAIM TO: San Joaquin County Council of Governments 1860 East Hazelton Avenue Stockton, CA 95205 FROM: Applicant: City of Lodi Address (City, Zip) : Call Box 3006, Lodi, CA 95241-1910 Contact Person, Phone: Sharon Blaufus 333-6706 This claimant, qualified pursuant to Section 99203 and 99315 of the Public Utilities Code, hereby requests, in accordance with Chapter 1400, Statutes of 1971 as amended, and applicable rules and regula- tions, that an allocation be made in the amount of $7_3,135 for fiscal year lgg5-86 to be drawn from the State Transit Assistance trust fund of San Joaquin County for the following purposes and in the following respective amounts: Purposes Amounts Dial -a -Ride $73,135 Allocation instruction and payment by the County Auditor to this claimant are subject to such monies being on hand and available for distribution, and to the provisions that such monies will be used only in accordance with the terms of the approved claim. The claimant certifies that this State Transit Assistance Fund Claim and the financial information contained herein, is .reasonable and accurate to the best of my knowledge, and that the aforementioned information indicates the eligibility of this claimant for .funds for the fiscal year of the application pursuant to CAC Section 6634 and 6734. APPROVED: San Joaquin County Council of Governments Ey Title Executive Direc_tnr Date Applic t C it Y o,f--LQ d i >3- - -- T it le City Manager Date EePtJ2mber 4p _l98,� L_---�`.0 ,fin.,.,_. 19 Attest:�� Alice M. Reimche City Clerk - 6 D. Unexpended Carryover (includes $2,048 of Transit Capital) Total Available for 1985-86 Claim 341,350 1,102,490 II. State Transit Assistance Fund Available Apportionment A. Area Apportionment (85-86) 62,485 B. Special Transit Apportionment (85-86) 789 C. Previous Years' Unclaimed Apportionmzent D. linexpendcd Carryover 9,861 Total Available for 1185-86 Claim 73,135 TRANSPORTATION DEVELOPMENT ACT ALLOCATIONS Claim Purpose I. LTF II. STA* I. Public Transportation Article 4 (99260) - Operator 94,715 13,135 Article 8 (99400(c)) - Contractor II. Pedestrian and Bicycle Article 3 (99234) Article 8 (99400(a)) 38,565 :II. Roads and Streets " 969,210 Article 8 (99400(a)) Total Available Apportionment 1 102,490 73,135 Total Claimed - 102,490 73,135 Unclaimed Apportionment (1985--86) _ 0 G` This will automatically be classified as Article 6.5 (99313.3) for pur4oses of the Act. s "a PART I PUBLIC TRANSPORTA/'* ON Please Check One: Article 4 Operator ❑ ❑ Article 8 Contractor FINANCIAL INFORMATION 1984-85 1985-86 I. OPERATING REVENUE ® Actual/7 #,, /t/e ❑ Budget 401 Passenger Fares 402 Special Transit Fares 403 School Bus Service Revenues 404 Freight Tariffs 405 Charter Service Revenues 406 Auxilliary Transportation Revenues 407 Non -Transportation Revenues 408 Taxes Levied Directly by Transit System (Specify) 409 Local Cash Grants and Reimbursements (Specify) Local Transportation Fund (LTF) 410 Local Special Fare Assistance 411 State Cash Grants and Reimbursements (Specify) State Transit Assist. Fund (STA) 412 State Special Fare Assistance 413 Federal Cash Grants & Reimbursements (Specify) UMTA Grants 430 Contributed Services 440 (Specify) TOTAL II. CAPITAL REVENUE 464 Federal. Capital Grants & Subsidies (Specify) State Capital Grants & Subventions (Specify) State Transit Assist. Funds (STA) Local Capital Provisions (Specify) Local.Transportation Fund (LTF) Non -Governmental Donations 30,539 -___32,000 54,530, 107,761 192,839 26,000 82,215 _ 187,350 12,50 __ III. OPERATING EXPENSES 501 Labor Operators Salaries/Wages Other Salaries/Wages 502 Fringe Benefits 503 Services 504 Materials/Supplies Fuels/Lubricants Tires/Tubes Other 505 Utilities 506 Casualty/Liability Costs 507 Taxes 508 Purchased Transportation Service 509 Miscellaneous Expenses 510 Expense Transfers 511 Interest Expense 512 Leases and Rentals 513 Depreciation/Amortization Operator Funds Grant Funds IV. CAPITAL EXPENSES Debt Service Land/Property Acquistion Vehicles Construction Other TOTAL TOTAL - 10 - 1984-85- 1985-86 Actual/Estimates Budget 159 250 58 100;': 6,000 6,000 -745 175,293 180,000 723 1 , 000 182,978 187,350 r 765; 23,187 12,500 ` 23,952 12,500 r- *Includes miles for County service. All other figures reflect City service only. ;Attach additional pages as necessary to alter or complete description OPERATIONAL INFOR•1ATION* Actual Actual fA1VyVdVwd Proposed FY 1983-84 FY 1984-85, FY 1985-86 1. Patronage a. Total Passengers 62,812 60,238 62,000 b. Revenue Passengers 1,877 1,045 2,000 C. Youth Passengers _ _ d. Elderly Passengers 59,878 57,824 60,000 e. Handicapped Passengers 2. *Vehicle Miles a. Total Vehicle MilEs 106,140 107,869 113,000 b. Revenue Vehicle Miles 106,140 107,869 113,000 3. R(3venue Vehicle Hours 9,448 9,342 io,800 4. Revenue Vehicle Fuel Consumption a. Diesel 8,104 8,194 --- 7,785 b. Gasoline 3,115 C. Liquid natural Compressed Gas 5. Fare Structure a. Base i 2.00 2.00 1.00 b. Zone C. Youth d. Senior .50 .50 >50 e. Handicapped .50 .50 .50 f. Monthly Pass _ _ g. Other h. Average Fare — .54 .54 — .53 *Includes miles for County service. All other figures reflect City service only. ;Attach additional pages as necessary to alter or complete description THREE YEAR FISCAL PLAN Operating Expenses 1986-87 1987-88 Capital Revenue 1988-89 192,250 s 206,145 s 215,845 Operating Sources; Revenues LTF $ 92,076 $ 104,400 $ 112,165 Federal. STA 63,274 63,000 Other. 63,000 Federal T�.-) ta I $ 12,500 13,000 13,500 Fares 32,000 33,600 35,280 General Fund 0 t h e r 4,900 5,1.45.- 5,400 Total 192,250 $ 206,145 $ 215,845 jCapital Expenses $ 12,500 $ 13,000 $ 13,500 Capital Revenue Sources: LTF $ 12,500 $ 13,000 $ 13,500 STA Federal. Other. T�.-) ta I $ 12,500 13,000 13,500 4 Article 4 Operator Onl(-`? SLEET INVENTORY Production # of Fuel Seat S cial, Fe tures Make & Model i Year Veh. Type Ca acid AC EP F WC Other Chevrolet -Caprice Ztation Wagon Chevrolet -Caprice Station Wagon 1979 1984 5 Diesel ( 6 Z IGasol ine 6 1 ( Vehicles to be Purchased in FY 1985/86 Station Wagon* 1985 1` Gasoline 6 i Replacement for 11979 Vehicle f AC = Air Conditioned EP Environmental Package WC = Wheel Cr.air Lift AC = Air Conditioned EP Environmental Package WC = Wheel Cr.air Lift Article 4 Operator TDA Requirements 1. Fare Ratio Requirement A. For an operator serving a non -urbanized area and/or providing exclusive service to the elderly and handicapped, the ratio of fare revenues to operating cost (minus depreciation) must equal at least 10%, or the ratio the operator achieved in FY 1978/79, whichever is greater. B. For an operator serving an urbanized area, the ratio of fare revenues to operating cost (minus depreciation) must equal at least 20%, or the ratio the operator achieved in FY 1978/79, whichever is greater. i. What is this system's required farebox recovery ratio? Mo, ii. Does the attached budget demonstrate that the system will meet its required farebox recovery ratio? Yes iii. Has the system utilized its grace year? No iv. Has this system been in non-compliance with its .required farebox recovery ratio? If yes, identify the year or years: 2. Local Support Ratio A. For an operator serving a non -urbanized area, and/or pro- viding exclusive service to the elderly and handicapped, the ratio of fare revenue plus local support (local taxes, general fund, etc. 6611.3) to operating cost, (minus de- preciation) must equal at least 10%, or the ratio the operator achieved in FY 1978/79, whichever is greater. B. For an operator serving an urbanized area, the ratio of fare revenues plus local support to operating cost must equal at least 20%, or tine ratio the operator achieved in FY 1978/79, whichever is greater. i. What is this system's required local support ratio? 10 °/ 0 ii. Floes the attached budget demonstrate that the system will meet this required local support ratio? Yes - 14 - Has this system utilized its grace year? iv. Has this system been in non-compliance with its required local support ratio? No If yes, Identify the year or years: 3. Extension of Service An extension or new service is exempt from the required farebox and local support ratios if.: A. The extension of service has been in operation for less than two years at the end of the fiscal year. D. The claimant's operating cost for the fiscal year, after excluding the operating cost of the extension of service, exceeds its operating cost for the prior fiscal year. C. The claimant submits a report on the extension of service to COG. (For details of the report, see 6633.8(c)). i. Is this a new service? ii. Is there an extension of service being claimed? If so, please identify the extension of service: 4. Fifteen Percent Expenditure Increase If any of the lire items on the attached budget exceed by more than 157, the expenditure for that same item in the previous year's budget, then an explanation for that increase must be attached. 5. Narrative Description Describe any changes in service characteristics from the Previous fiscal year. Please attach an additional page if necessary. One additional vehicle was purchased in 1984-85, Saturday service was initjated and fares lowered for non -elderly and non -handicapped persons. These .fere s'1 accomplished late in the fiscal year so it is impossible to ascertain: the on service. A replacement vehicle is included in this year's budget to continue the re. :;,C.� ment of diesel -powered vehicles to gasoline. - 15 - Article 8 Contractor TDA Requirements For contracted transportation service providers, the San Joaquin County Council of Governments' Executive Board has waived the farebox and local support_ ratios as }t is empowered to do and established a two-step process: 1. Match Requirement To receive the same amount of TDA funds (LTF and STA combined) that a service received in the previous year, no more than 90% of the operating funds (minus depreciation) in the budget may be TDA derived. The ten percent or more matching funds may come from any other source available to the community as long as it is not TDA. 2. Operating Cost Per Passenger Objective To receive an amount of TDA funds (LTF and STA combined) in excess of what was claimed the previous fiscal year, the claim- ant must establish a specific service objective for the fiscal year of the claim. This specific objective would be the operatinc cost per passenger for the fiscal year of the claim. The objective should be a realistic one based on current and past system performance, but should be low enough to represent an "improvement" when warranted. The Transportation Planning Policy Committee will adopt the operating cost per passenger fig -are that a claimant must meet in the fiscal year of the claim. If the system failed to rr.eet is operating cost per passenger objective in the fiscal year prior to the claim, then it would only be eligible to file.a cliam for the level of TDA funding received in that fiscal year. i. What was the level of TDA funding, received in the previous fiscal year for this system (LTF and STA) $ ii. Does the attached budget information demonstrate at least a 10% match of non -TDA funds? iii. Is this claim requesting more TDA funds then i..ere received in the previo,-s fiscal year? If yes, how much more? $ _ iv. What was last year's Operating Cost per Passenger Objective? What was the act -.-:al Operating Cost per Passenger? Budgeted Operating Cost (minus depreciation) $ Estimated Total Passengers Operating Cost per Passenger. 3. Fifteen Percent Expenditure Increase If any of the line items on .the attached budget exceed by more than 15% the expenditure for that same item in the previous year's budget, then an explanation for that increase must be attached. 4. Narrative Description Describe any changes in service characteristics from the previous fiscal year. Please attach an additional page if necessary. 17 LTF Cost IP-roor-t Title and Description Project Limits Total Cost * Nam Lane Street Improvement Lodi Ave to Elm St. g 38,565 i * Work in Progress I I J I i J i ! i ti E ! t �1 I I ;STATE TRANSIT ASSIS-ANCE FUND I ,Project Title and Description la f STA Cost PART III - ROAD AND STREET PROJECTS Please provide the requested information for each project being identified for Transportation Development Act funding. LOCAL TRANSPORTATION FUND LTF Cost Project Title and Description _ Project Limits Total CoSE i I Miscellaneous Widening * Miscellaneous Curb & Gutters R.R. Grade Crossing Protection @ SPP Turner Road @ Mills Cherokee Lane Washington Street ) Traffic Signals !� Lodi Ave. & Church St. Hutchins & Tokay Miscellaneous Locations RR Xing Approach Improvements Tokay Street Locust Street Loma Drive Stockton Street Improvements Century Blvd/WID Box Culvert & Crossi g * Hutchins Street Improvements * Cherokee Lane Improvements * Pavement Management System Street Maintenance Administration/Planning STATE TRANSIT ASSISTANCE FUND Vine to Tokay Rimby to Vine Tokay to Lodi R/W Lockeford to S/Murray --(Use Aaditiona Project Limits $ 50,000 70,000 15,000 10,000 14,000 100,000 40,000 80,000 30,000 47,000 6,000 262,000 I i 100,000 290,000 15,000 75,000 5,000 128,000 2,000 age it Necessary STA Cost Total Cost i 19 -(Use Additional Pa�-.e if Necessary) t PART III - ROAD AND STREET PROJECTS Please provide the requested information for each project being identified- for dent fied_for Transportation Development Act funding. LOCAL TRANSPORTATION FUND LTF Cost Proiect Title and Description Miscellaneous Asphalt Overlays Projects - 1986 Turner Rd. Curb, Gutter & Street Replacement @ Lodi Lake Nam Lane Median Lockeford Street Tokay Street STATE TRANSIT ASSISTANCE FUND Project Limits Century/Kettleman I Pleasant to Sacramentd Sacramento to Cherokees SPPR to Cherokee TOTAL Use Addi _ Pro�eLt Lim Tota .os t $ 175,000 11,000 34,000 86,000 58,000 271,000 19 -(I-Tse Additional Pa -e if Nectss<ary) e• f t PART IV - OTHER PURPOSES There i§ the'posszbility hat -'a claimant may wish to- expend TDA funds for purposes allowed within the Act but not covered by the three previous parts. For instance, TDA funds may be claimed to subsidize Amtrak service in a community. To complete this section, please identify the project, the purpose of the ro ect, the estimated cost, and the funom wfcic money is ei.ng claimed. It is advisable so communicate with COG staff before completing this section.