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Home My WebLink AboutResolutions - No. 88-68RESOLUTION NO. 88-68 RESOLUTION APPROVING THE CITY'S 1988-89 TRANSPORTATION DEVELOPMENT ACT CLAIM FOR LOCAL TRANSPORTATION FUND RESOLVED, that the City Council of the City of Lodi does hereby approve the City's 1988-89 Transportation Development Act (TDA) Claim for Local Transportation Fund (LTF) and State Transit Assistance (STA), a copy of which is attached hereto, marked Exhibit "A", and thereby made a part hereof. BE IT FURTHER RESOLVED that the City Council of the City of Lodi does hereby authorize the City Manager to execute the subject claim on behalf of the City of Lodi. Dated: May 18, 1988 I hereby certify that Resolution No. 88-68 was passed and adopted by the City Council of the City of Lodi in a regular meeting held May 18, 1988 by the following vote: Ayes: Council Members - Hinchman, Olson, Reid, Snider and Pinkerton (Mayor) Noes: Council Members - None Absent: Council Members - None 1k,-& Alice M. Reimche City Clerk 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 95241 (City, Zip) Contact Person: Sharon Blaufus Phone: 333-6706 The City of Lodi hereby requests, in accordance with Chapter 1400, Statutes 1971 and applicable rules and regulations, that its annual transportation claim be approved in the amount of $ 1,078,603 for fiscal year 1988-89 , to be drawn from the Local Transportation Fund. When approved, please transmit for payment. Approval of the Auditor to this applicant is and available for distribution, monies will be used only in approved annual financial plan. this claim to the County Auditor claim and payment by the County subject to such monies being on hand and to the provisions -that such accordance with the terms of the 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: PETER D. VERDOORN Title: Executive Director Date: 19 Applicant• 't o Signe . Name: Thomas A. Peterson Title: City lIanager -5- Date: May 19 198_ STATE TRANSIT ASSISTANCE CLAIM TO: San Joaquin County Council of Governments 1860 East Hazelton Avenue Stockton, CA 95205 FROM: Applicant: City of Lodi Address: Call Box 3006, Lodi 9S241 (City, Zip) Contact Person: Sharon Blaufus Phone: 333-6706 This claimant, qualified pursuant to Section 99203 and 99315 of the Public Utilities Code, hereby requests, in accordance Witt Chapter 1400, Statutes of 1971 as amended, and applicable rules and regulations, that an allocation be made in the amount or $ 6,950 - for fiscal year 1988-89 , 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 Transit System $6,950 Allocation instruction and payment by the County Auditor to thiE 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 Func 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 By: PETER D. VERDOORN Title: Executive Director Date: 19 Applicant: it of di Signe Name: Thomas A. Peterson Title: City Manager Date: May 19, 19 88 TRANSPORTATION DEVELOPMENT ACT APPORTIOM-IE v*TS I. Local Transportation Fund Available Apportionment A. Area Apportionment 1988-89 $ 840.753 B. Pedestrian/Bicycle Apportionment 17.515 C. Previous Years' Unclaimed Apportionment 45,000 D. Unexpended Carryover* 175,330 E. Total Available for 1988-89 Claim(s) 1,078,603 F. less any LTF Already Claimed 1988-89 -0- G. TOTAL AVAILABLE FOR THIS CLAIM $ 1,078,603 (Also enter on page 8 IVa, 1st column) II. State Transit Assistance Fund Available Apportionment A. Area Apportionment 1988-89 $ -0- B. Special Transit Apportionment 1988-89 -0- C. Previous Years' Unclaimed Apportionment 6,950 D. Unexpended Carryover -0- E. Total Available for 1988-89 Claim(s) F. less any STA Already Claimed 1988-89 G. TOTAL AVAILABLE FOR THIS CLAIM $ (Also enter on page 8 IVa, 2nd column) * Estimate only - based on actual expenditures through 3/31/88. -7- 6,950 -0- 6,950 TRANSPORTATION DEVELOPMENT ACT ALLOCATIONS Claim Purpose I. LTF II. STA* I. Public Transportation Article 4 (99260) -Operator ��d�n 6.950 Article 8 (99400(c)) -Contractor II. Pedestrian and Bicycle Article 3 (99234) Article 8 (99400(a)) III. Roads and Streets Article 8 (99400(a)) IV. Other Article 8 (99400(b) or 99400(d)) TOTAL THIS CLAIM 22,345 829,798 N/A N/A 1,078,603 6,950 a. TOTAL AVAILABLE FOR THIS CLAIM 1,078,603 6,950 b. TOTAL THIS CLAIM 1,078,603 6,950 c. UNCLAIMED APPORTIONMENT 1988-89 (a - b) 0 -0- *This will automatically be classified as Article 6.5 (99313.3) for purposes of the Act. IMPORTANT: Please identify any unexpended carryover included in the amounts being claimed above. The estimated carryovers are: Street $ Roads - $175,330 and Pedestrian 6 Bicycle - $4,83 There may also be a small amount in transit, but it isn't shown. -8- -9- PART I - PUBLIC TRANSPORTATION Please Circle either: Article operator or Article 8 contractor FINANCIAL INFORMIATION 1987-8 1988-89 I. OPERATING REVENUE Actual or stimate. Budget 401 Passenger Fares 38,000 41,265 402 Special Transit Fares 403 School Bus Service Revenues 404 Freight Tariffs 405 Charter Service Revenues 406 Auxiliary Transportation Revenues 407 Non -Transportation Revenues 2,014 408 Taxes Levied Directly by Transit System (Specify) 409 Local Cash Grants & Reimbursements (Specify) Local Transportation Fund (LTF) 202.129 201.260 410 Local Special Fare Assistance 411 State Cash Grants & Reimbursements (Specify) State Transit Assistance Fund (STA) 1,491 6,950 412 State Special Fare Assistance 413 Federal Cash.Grants & Reimbursements (Specify) UMTA Grants 430 Contributed Services 440 (Specify) Interest 100 200 TOTAL 243,734 249,67S II. CAPITAL REVENUE 464 Federal Capital Grants & Subsidies (Specify) State Capital Grants & Subventions (Specify) State Transit Assistance Funds (STA) Local Capital Provisions (Specify) Local Transportation Fund (LTF) 25,000 Non -Governmental Donations TOTAL -0- 25,000 -9- 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 TOTAL IV. CAPITAL EXPENSES Debt Service Land/Property Acquisition Vehicles Construction Other TOTAL 1987-88�—1988-89 Actual or stimate* Budget *Please circle either "actual" or "estimate", as appropriate. -10- 1,000 2,500 2.500 37.000 36,000 196.500 209,925 250 250 249,675 236,250 25,000 -25,000 *Please circle either "actual" or "estimate", as appropriate. -10- OPERATIONAL INFORMATION* Actual Actua /Est Proposed FY 1986-87 FY 1987-68 FY 1988-89 1. Patronaae 75,840 77,750 4,665 4,780 71;175 72,970 144,175 144,175 11,905 147,780 147,780 12,000 13,580 13,920 1.00 1.00 .50 .50 N/A N/A N/A N/A .53 .53 *Attach additional pages as necessary to alter or complete description -11- a. Total Passengers 72,879 b. Revenue Passengers 4,006 C. Youth Passengers d. Elderly Passengers e. Handicapped Passengers 68,873 2. Vehicle Miles - a. Total Vehicle Miles 136,490 b. Revenue Vehicle Miles 136,490 3. Revenue Vehicle Hours 11,299 4. Revenue Vehicle Fuel Consumption a. Diesel b. Gasoline 12,853 C. Liquid Natural Compressed Gas 5. Fare Structure a. Base 1.00 b. Zone c. Youth 1.00 d. Senior 50 e. Handicapped .50 f. Monthly Pass N/A g. Other N/A h. Average Fare .53 75,840 77,750 4,665 4,780 71;175 72,970 144,175 144,175 11,905 147,780 147,780 12,000 13,580 13,920 1.00 1.00 .50 .50 N/A N/A N/A N/A .53 .53 *Attach additional pages as necessary to alter or complete description -11- Operating Expenses Operating Revenues Sources: LTF STA Federal Fares General Fund Other THREE YEAR FISCAL PLAN 1989-90 1990-91 1991-92 $ 259,600 $ 270,000 $ 281,000 $ 216,600 $ 225,250 $ 2334,000 43,000 44,750 47,000 Total $ 259,600 $ 270,000 $ 281,000 Capital Expenses $ $ 17,500 $ 18,000 Capital Revenue Sources: LTF $ $ 17,500 $ 18,000 STA Federal Other Total $ $ 17,500 $ 18,000 -12- FLEET INVENTORY (Transit Vehicle Owners Only) Make & Model Production Year n of Veh. Fuel Type Seat Capacity Snecial Features AC EP WC Other Chevrolet Station Wagon 1982 2 Gas 6 Chevrolet Station Wagon 1985 5 Gas 6 TOTAL XXXXXXXXXXX xxxxx Vehicles to be Purchased in FY 88/89 Mini Van or Bu 1 Gas 9-15 X X AC = Air conditioned EP = Environmental Package WC = Wheelchair Lift -13- Article 4 Operator TDA Requirements 1. Fare Ratio/Local Support Requirements All Article 4 claimants are required to maintain a specified ratio of fare revenue to operating cost. In addition, SMTD only is required to maintain a ratio of fare revenue plus local support to operating cost of 32%. See 99268.2 - 99268.17 for details and exemptions pertaining to ratios. A. What is this system's required farebox recovery ratio? 100 B. Does the attached budget demonstrate that this system will meet its required farebox recovery and for SMTD its farebox plus local support ratios? Yes C. Has this system utilized its grace year? No D. Has this system been in non-compliance with its required ratio(s)? No If yes, identify the year or years 2. Extension of Service/New Service N/A An extension of service or new service is exempt from the required farebox and local support ratios if: A. The extension of service or new service was implemented in FY 1985-86 or later (99268.8). B. The claimant submits a report on the extension of service to COG. (For details of the report, see 6633.8(c)). Is an extension of service/new service being claimed? No If so, please attach required report. -14- 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 given below. Attach an extra page if necessary. 4. Narrative Description Describe any changes in service characteristics from the previous fiscal year. Please attach an additional page if necessary. It is intended to purchase a mini -bus or van with a wheelchair lift. Wait times are increasing and it is expected with extra capacity in an additional vehicle we can reduce the delays to a more acceptable level. SPECIAL NOTES FOR RATIO CALCULATIONS SMTD - Exclude certain costs and fares as specified in 1985-87 Compliance Audit Report. Lodi - Exclude County service when calculating fares and expenses. -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 it is empowered to do by 99405(c). The COG Board has established a two-step process. 1. Match Requirement To receive the same amount of TDA funds (LTF and STA com- bined) 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 claim- ant besides 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 claimant must establish an oneratina cost ner nassenaer objective 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 COG Executive Board will adopt the systemwide operating cost per passenger objective for the fiscal year of the claim. If the system failed to meet its operating cost per passenger objective in the fiscal year prior to the claim, then the claimant would only be eligible to file a claim for the level of TDA funding received in that fiscal year. In the case of a unified transit system, each claimant would be limited to last year's level of TDA funding. If a system wishes to be eligible for increased TDA funding in a future fiscal year, then the claimant should identify an operating cost per pas- senger objective. i. What was the level o previous fiscal year ant (LTF plus STA)? TDA funding received in the for this system by this claim - 6 ii. Does the attached budget information demonstrate at least a 10% match of non -TDA funds? iii. Is this claim requesting more TDA funds than were received for this system by this claimant in the previous fiscal year? If yes, did the system meet its operating cost per passenger objective .(from Part iv. next page)? -16- iv. What was last year's Operating Cost per Passenger Objective? What was the actual operating cost per passenger?... a. FY 1987-88 Operating Cost $ b. Total Passengers c. -Operating Cost Per Passenger (a / b) $ V. What is the Operating Cost per Passenger Objective for this claim? d. Budgeted.Operating Cost $ e. Estimated Total Passengers f. Operating Cost per Passenger (d / e) $ g. FY 1988-89 OPERATING COST PER PASSENGER OBJECTIVE $ h. If this claim is for a unified transit system (see footnote), has the contributing claimant been appraised of the planned systemwide objec- tive set in g. above? 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. IMPORTANT: If this claim is for a unified transit system (per definition p. 17a), all calculations and numbers on (2)iv. and (2)v. must include both city and County totals. Also, contribut- ing claimants to unified transit systems should not use this page: use page 17a instead. -17- ARTICLE 8 CONTRACTOR TDA REQUIREMENTS (CONTRIBUTING CLAIMANTS) I. In the case of a "unified transit system," this page is to be used by the "contributing claimant" rather than page 17. A "unified transit system" is defined as one which has the same fare structure .throughout the service area, but whose TDA expenses are claimed separately by two different TDA claim- ants. Additionally, to qualify as a unified transit system, all system TDA funding must be claimed under Article 8(c) (both claimants). "Contributing claimant" is defined as the claimant contributing a minority of the unified transit sys- tem's TDA funds. The claimant furnishing the majority of TDA funds is defined as the "primary claimant." Currently, the following local transit services qualify as unified transit systems: FY 1988-89 Unified Transit Svstems This Paae Used bv: Tracy Trans County Tracy Taxi County Escalon Public Transit System County II. 1. Name of unified transit system 2. Systemwide operating cost per passenger objective for FY 1988-89 identified in primary claimant's adopted transit claim (from that claim, page 17, (2) v.g.) 3. Date of primary.claimant's adopted transit claim (or anticipated future date, if not yet adopted) IMPORTANT• The operating cost per passenger obj.ective identified in 3. above will be applied uniformly to the total of City and County TDA funds used by the unified transit system, to determine eligibil- ity for increased TDA funding as explained on page 16. , Separate calculations will not be done for City and County. -17a- PART II - PEDESTRIAN AND BICYCLE PROJECTS LOCAL TRANSPORTATION FUND LTF Cost STATE TRANSIT ASSISTANCE FUND STA Cost -18- PART III — ROAD AND STREET PROJECTS Please provide the requested information for each project being identified for Transportation Development Act funding. LOCAL TRANSPORTATION FUND Hutchins Street Widening Sidewalk Upgrading Asphalt Overlay RR Grade Crossing Protection Miscellaneous -Traffic Appurtenances Church Street Widening R/W Lockeford Street Widening/Reconstr. EIR/Preliminary Engineering Street Maintenance Traffic Signals Miscellaneous Widening Stockton Street - Harney Lane *Work in progress STATE TRANSIT ASSISTANCE FUND *Tokay to Lodi *Rimby to Vine Various Locations Various Locations *Turner Road *Cluff Avenue *Cherokee Lane Various Locations Century to Kettleman Church to Cherokee Victor $ Cluff Lockeford $ Stockton Lower Sacramento Rd. & Lodi Various Locations Area along Maggio Industrial Park LTF Cost $350,000 75,000 32,500 200,000 15,000 15,000 15,000 10,000 45,000 60,000 122,000 90,000 90,000 90,000 50,000 30,000 I829,798 LTF 1,289,500 Total (Use Additional Page if Necessary) STA_ Cost —19—