HomeMy WebLinkAboutResolutions - No. 87-133RESOLUTION NO. 87-133
RESOLUTION APPROVING THE CITY'S 1987-88
TRANSPORTATION DEVELOPMENT ACT CLAIM FOR
LOCAL TRANSPORTATION FUND
RESOLVED, that the City Council of the City of Lodi does hereby approve
the City's 1987-88 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: October 14, 1987
I hereby certify that Resolution No. 87-133 was passed and
adopted by the City Council of the City of Lodi in a regular
meeting held October 14, 1987 by the following vote:
Ayes: Council Members - Hinchman, Pinkerton, Reid,
Snider and Olson (Mayor)
Noes: Council Members - None
Absent: Council Members - None
�.
&Iad�l
Alice M. Reimche
City Clerk
87-133
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
(City, Zip)
Contact Person: Sharon Blaufus 4 - 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 $ 1.116.809 -- for fiscal year 1987/88 to be
drawn from the Local 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 terms of the
approved annual financial plan.
The claimant certifies that this Local Transnortation 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
-5-
Applic G1t o Lodi
r
Thomas A. Peterson
Title: City Managpr
Date: ; /'/ 19-
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, CA 96241
(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 with
Chapter 1400, Statutes of .1971 as amended, and.applicable rules
and regulations, that an allocation.be made in the amount of
$ 1.491 for fiscal year 1987/88 , 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
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
By:
PETER D. VERDOORN
Title: Executive Director
Date: 19
-6-
Applic t it di
i
Thomas A. Peterson
Title: City Manager
Date J%R,1 /'{ 19YZ
TRANSPORTATION DEVELOPMENT ACT APPORTIONMENTS
I. Local Transportation Fund Available Apportionment
A. -Area Apportionment1987-88 742,429
B_-.-P.edestrian/Bicycle'Apnortion ment-,'- 15,467
C. Previous Years' Unclaimed Apportionment 4,998
D. Unexpended Carryover �v 353,915
Total. Available -for= 1982-88 Claim(s).-= r-" •^ -1-,11-6,809 *i
--'F-.- .J,ess any LTF Already -Claimed 1987-88 0- _71
-G: "TOTAL AVAILABLE FOR THIS CLAIM' "' S 1,116,809
enter on page -8- IVa, 1st column)' - -- . •.
II. State Transit Assistance Fund Available Apportionment
A. Area Apportionment 1987-88 $ 0
B. -Special Transit Apportionment 1987-88 0
C. Previous Years' Unclaimed Apportionment 566
D. Unexpended Carryover *925
E. 'Total Available for 1987-88 Claim(s) 1,491
F. less any STA Already Claimed 1987-88 0
G. TOTAL AVAILABLE FOR THIS CLAIM $ 1,491
__(Also -enter-on-,page, 8 IVa, 2nd column)
*To be reprogrammed from Streets and Roads to Transit.
-7-
TRANSPORTATION DEVELOPMENT ACT ALLOCATIONS
Claim Purnose I. LTF II. STA'
I. Public Transaortation
Article 4 (99260) -Operator 202,129 1,491
Article 8 (99400(c)) -Contractor
II. Pedestrian and Bicycle
Article 3 (99234)
Article S (99400(a))
III. Roads and Streets **
Article 8 (99400(a))
IV. Other
15,467
899,213
N/A
N/A
Article 8 (99400(b) or
99400(d))
TOTAL THIS CLAIM
a. TOTAL AVAILABLE FOR THIS CLAIM 1,116,809 1,491
b. TOTAL THIS CLAIM
c. UNCLAIMED APPORTIONMENT
1987-88 (a - b)
1,116,809 1,491
-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.
**All unexpended carryover, is in Streets and Roads
-8-
PART I.- PUBLIC TRANSPORTATION
Please Circle either: Article 4 operator or Article 8
contractor
_ FINANCIAL INFORMATION
1986-87
.._1987-88
I.
OPERATING REVENUE Actuate or-•-Estimate*-�-Budget
401
Passenger Fares
402
Special Transit Fares
403
School Bus ServiceRevenues
404
Freight Tariffs
405
Charter Service Revenues
406
Auxiliary Transportation Revenues
407
Non -Transportation Revenues
408
Taxes Levied Directly by Transit
System (Specify)
409
Local Cash Grants & Reimbursements
(Specify) Local Transportation Fund
(LTF) 193,083
202,129
410
Local Special_Fare Assistance
411
State Cash Grants & Reimbursements
(Specify) State Transit Assistance
Fund (STA) — -- -20,724** ----
-1,491
412
State Special Fare Assistance
413
Federal Cash Grants & Reimbursements
(Specify) UMTA Grants
430
Contributed Services
440
(Specify) Interest 220
200
TOTAL 254,237
243,870
II.
CAPITAL REVENUE
464
Federal Can_ital Grants & Subsidies
(Specify)
State Capital Grants & Subventions
(Specify) State Transit Assistance
Funds (STA)
Local Capital Provisions (Specify)
Local Transportation Fund (LTF) 4,352
Non -Governmental Donations
TOTAL 4,352
*Tickets are'presold; more tickets are sold than used
**Revenue received during 1986/87, actually part of 1985/86 claim
-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
1986-87 1987-88
�Uair Estimate* Budget
n
750
250
870 1,000
- 0
36,474 37,500
197,263 204,120
7 grin
234.614 243.870
4.352**
4,352
*Please circle either "actual" or "estimate", as appropriate.
**Cost of converting two vehicles from diesel to gasoline engines.
-10-
OPERATIONAL INFORMATION* --
Actual Actual St. Proposed
FY 1985-86 86-87 FY 1987-88
1. Patronaae
a,- _Total... Passengers
68,599
72,879
75,600:.
N/A
b. Revenue Passengers
2,745
4,006
4,500
.52
C. Youth Passengers
.53
d. Elderly Passengers
e. -Handicapped Passengers
65,854
68,873
71,100
2. Vehicle Miles
• ---•--
a. Total Vehicle Miles
107,971
136,490
140,000
b. -Revenue Vehicle Miles
107,971
136,490
140,000
3. Revenue Vehicle Hours
9,042
__-"11 ;299
12;000
---
4. Revenue Vehicle Fuel
Consumption
a. Diesel
b. Gasoline 8,734
C. Liquid Natural Compressed
Gas
5. Fare Structure
a. Base
b. Zone
c...Youth
d. Senior
e. Handicapped
f. Monthly Pass
g. Other
h. Average Fare
12,859
1.00
13,333
.bU
.5U
.5U
N/A
N/A
N/A
N/A
N/A
G N/A
.52
.53
.53
*Attach additional pages as necessary to alter or complete description
*Does not include County service - il-
Operating Expenses
Operating Revenues
Sources: LTF
STA
Federal
Fares
General Fund
Other
Total
Capital Expenses
Capital Revenue
Sources: LTF
STA
Federal
Other
Total
THREE YEAR FISCAL PLAN
1988-89 1989-90 1990-91
$ 278,800 $ 289,900 $ 301,500
$ 226,300 $ 235,300 $ 244,700
52,500 54,600 56,800
$ 278,800 $ 289,900 $ 301,500
$ $ 15,000 $
$ $ 15,000 $
$ n $ 15,000 $ 0
-12-
FLEET INVENTORY
(Article 4 Operator Only)
AC = Air Conditioned
EP = Environmental Package
WC = Wheelchair Lift
-13-
i I
Production)
# ofl Fuel[
Seat 1SDecial Features
(Make & Modell
Year I
Veh.l Typel
Capacity JAC IEP IWC (Other
I I
t Chevrolet t
I
1 !
l ! ! !
I Stationwagon I
1982 I
2 I gds I
6 I X
I Chevrolet I
I
I I
I I ! I
I Stationwagon I
I i
I I
I I
I I
I !
I I
I !
I I
I !
!
I I
1988 1
f
I
I
1
I
I
l
I
I
l
5 - 1. gas ._(
I I
I I
! I
.1 1.-
l I
I i
I 1
I I
I I
I I
_ 6 I _ X._.l.._ I !_
i I l I
I I I I
I ! ! I
--l- '-- -1 I I_
l 1 ! 1
I I I 1
1 1 ! !
I 1 l I
I I I ! _-
I ! 1 1
(TOTAL iXXXXXXXXXXXI
lxxxxxl
! I [ !
Vehicles to be Purchased
in FY
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 -
99268.1T for details and exemptions pertaining to ratios.
A. What is this system's required farebox recovery ratio?
10%
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?
If so, please identify:
-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 attached.
Item 50f Last year, the Assistant City Manager, who administrates the.
Dial-A-Ride Program, didn't charge any time to the account.
This_year,=he has budgeted $750 tb cover his time.
4. Narrative Description
Describe any changes in service characteristics from the
previous fiscal year. Please attach an additional page if
necessary. -"
None
SPECIAL NOTES FOR RATIO -CALCULATIONS
SMTD - Exclude certain costs and fares as specified in 1985-86
Compliance Audi -t Reoort.
Lodi - Exclude County service when calculating fares and
expenses.
-15-
Article 8 contractor TDA Requirements*
For contracted transportation service providers, the San Joaauin
County Councsl of Governments' Executive Board has waived the
farebox andlocal support ratios as it is empowered to do and
established a two-step process.
1. Match Reg i ement
To receive e same amount of TDA funds (LTF and STA
combined) that a service received in the previous year, no
more than 90% bf the operating funds (minus depreciation) in
the budget- ma 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 c�aimed the previous fiscal year, the
claimant must establish a specific service objective for the
fiscal year of the claim. This specific objective must be
the operating 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 COG
Executive Board will adopt the operating cost per passenger
figure that a claimant must'\meet in the fiscal year of the
claim.
If the system failed to meet its operating cost per passenger
objective in the fiscal year prYor to the claim, then it
would only be eligible to file \a claim for the level of TDA
funding received in that fiscal ybar. If a system wishes to
be eligible for increased TDA \,funding in a future fiscal
year, then it should identify an op4rating cost per passenger
objective. \
i. What was the level of TDA funding received in the
previous fiscal year for thisrsystem (LTF and STA)?
S \`
ii. Does the attached budget information demonstrate at
least a 10% match of non -TDA funds
iii.
Is this claim requesting more TDA fu
received in the previous fiscal year
If yes, how much more?
then were
*If this claim is for the smaller portion of a unified transit
system, do not use pages 16 and 17. Use p. 17a instea��
-16-
iv. What was last.year's.Operating Cost per Passenger
6bjective? What was the
actual operating cost per passenger?...
a....FY 1986-87 Operating Cost S.
b.'. Total Passengers
C. Operating Cost Per Passenger
�•
v.• What is/the Operating Cost per.Passenger Objective.-
this;
bj
ective -.-
-
thiclaimfor .
• d. Budgetgd Operating Cost $
e. Estimated Total Passengers
_ f. OperatingCost per Passenger
(d e) $
>.g. FY 1987-88 PERATING COST PER
PASSENGER OB`TECTIVE $
h. If this claim\'s for a unified transit. system
(see footnote, has.:the contributing claimant
been appraised 4f 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 charact
previous fiscal year. Please attach an
necessary.
istics from the
dditional page if
IMPORTANT: If this claim is for a unified transit
definition p. 17a), all calculations and numbers on
must include both City and County totals.
-17-
em {per
es 16-17
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 pages 16
and 17.A "unified transit system" is defined as one which
has the same fare structure throughout the service area, but
whose TD expenses are claimed separately by two different
TDA claimants. Additionally, to qualify as a unified tran-
sit system all system TDA funding must be claimed under
Article 8(\c) (both claimants). "Contributing claimant" is
defined as e claimant contributing a minority of the uni-
fied trans i system's TDA funds. The claimant furnishing
the majority f TDA funds is defined as the "primary claim-
ant."
Currently, the\ollowing local services qualify as unified
transit systems:
987-88 Unified Tr
Tracy Trans
Tracy Taxi
Escalon Public Transit S stem .
This Page Used by:
County
County
County
In addition, the City of Manteca will use this page as a
contributing claimant for the SCAT service, if Manteca con-
tributes TDA funds to SCAT i FY 1987-88.
II. 1. Name of unified transit sys,tem
2. Date of primary claimant's ado
that claim, page 5, lower left
transit claim
er)
(f rom
3. Systemwide operating cost per passenger objective iden-
tified in primary claimant's adopted transit claim (from
that claim, page 17 v.g.)
IMPORTANT:
The operating cost per passenger objective 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 161\
Separate
calculations will not be done for City and County.
-17a-
PART II - PEDESTRIAN AND BICYCLE PROJECTS
LOCAL TRANSPORTATION FUND
LTF Cos -
Project Title and Description Project Limits Total Cos-
I Sidewalk Upgrading i 'Varies ( 15,467
i 5U400
i I I
I i i
I I I -
!
I - i
I I !
1 1 I
I
I - I
! 1 I
STATE TRANSIT ASSISTANCE FUND
STA Cost
Project Title and Description Project Limits Total Cost
I I 1
I i I
I I I -
i I I
I I I
I I i
! I I
I {
I I I
1
I I I
i i I
-18-
PART III - ROAD AND STREET PROJECTS
Please provide the requested information for each project being identify
for Transportation Development Act funding.
LOCAL TRANSPORTATION FUND
LTF Cost
Project Title and Description
Project Limits
Total Cost
I Hutchins Street Widening I
Rimby to Vine
I 260,000
I
Tokay to Lodi
290,000
I Traffic Signal I
Turner Road & Lower Sacramentq 60,000
Asphalt Overlay +
Various Locations
30,000
I RR Grade Crossing Protection ]*Turner
Road
I 8,000
I I*Loma
Drive
I 8,000
I I*Cherokee
Lane
I 9,000
I I
Cluff Avenue
1 10,000
'*Turner Road
Lower Sacramento Rd. to SPRR
` 180,000
I*Lower Sacramento Road Engineering 1
1 10,000
1*Miscellaneous Traffic Appurtenances I
Various Locations
` 200
I*Cherokee Ln/Century Blvd.Intersectionl
I 80,000
1*Street Master Plan Upgrade 1
10,000
I*Cherokee Lane Rideability Improvement)
1 7,000
1*Street Maintenance 1
1 I
107,000
I
I (
I 899,213
I
I*Work
11,069,200
in progress
I I
I
(Use Additional Page if
Necessary)
STATE TRANSIT ASSISTANCE FUND
STA Cost
Project Title and Description Project Limits Total Cost
I I i
I 1
! I I
I ! I
I I I
I i
I I 1
I I I
I I i
I I 1
I I I
I I 1
1 f i
(Use Additional page if Necessary)
-19-
PART• -IV -_OTHER PURPOSES
It -is possible that 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 aurpose of the project,
the estimated cost, and the fund from which money is being
claimed.. -It is advisable to communicate..with COG staff.befdre
completing this section.
-20-