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HomeMy WebLinkAboutAgenda Report - February 20, 1991 (55)os CITY OF LODI COUNCIL COMMUNICATION AGENDA TITLE: Revised Transportation Development Act (TDA) Claim 1989-90 MEETING DATE: February 20, 1991 PREPARED BY: Assistant City Manager RECOMMENDED ACTION: The City Council approve a revised claim for 1989-90 Transportation Development Act (TDA) funds. BACKGROUND INFORMATION: Our COG liaison has suggested we submit a revised claim for 1989-90 to more clearly show how we actually used the funds received. The claim will then reflect actual receipts and expenditures and will also track through the City of Lodi's fiscal records. We are also making changes to the operational information as it gives a better indication of system performance and future outlook. This revised claim has no fiscal impact. It is just a matter of cleaning up paperwork so that all records coincide. Respectfully submitted, Jerry L. Glenn Assistant City Manager JLG:br Attachments FUNDING: None required APPROVED: THOMAS A. PETERSON City Manager cc -1 FISCAL YEAR 1989-90 SAN JOAQUIN COUNTY COG TRANSPORTATION DEVELOPMENT ACT CLAIM FORMS AND GUIDELINES FOR STATE TRANSIT ASSISTANCE FUND (STA) Fw+7 LOCAL TRANSPORTATION FUND (LTF - TDA) I - TO: San Joaquin County council of Governments 1860 East Hazelton Avenue Stockton, CA 95205 FROM: Applicant: City Of Lodi Address: 221 W. Pine St., P. 0. Box 3006, Lodi, CA 95241-1910 (City, Zip) Contact Person: Jerry L. Glenn Phone: 209/333-6700 Assistant City Manager 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 $ 1.778.790 for fiscal year 1989-90 , 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 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. A_ i'ROVED: I San Joaquin County Council of Governments BY: PETER D. VERDOORN Title: Executi-2 Director Date: 19 Applicant: Signed: CITY OF LODI Name: Thawas q Petam,,. Title: City Manager -5- Date: 19 STATE TRANSIT ASSIST NCECLAIM TO: San Joaquin County Council of Governments 1860 East Hazelton Avenue Stockton, CA 95205 FROM: Applicant: City of Lodi Address: 221 W. Pine St., P. 0. Box 3006, Lodi, CA 95241-1910 (City, Zip) Contact Person: Jerry L. Glenn Phone: 209/333-6700 sistant City Manager 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 $ 4,927 for fiscal year 1989-90 , 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 Streets and Roads $4,927 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 Applicant: CITY OF LODI Signed: Name: Ti�ea� ArRetercor� Title: City Manager Title: Executive Director Date: lg Date: 1g Mc I. Local Transportation Fund Available Apportionment A. Area Apportionment 1989-90 $ 921,652 B. Pedestrian/Bicycle Apportionment 17,305 C. Previous Years' Unclaimed Apportionment 41,933 D. i i Unexpended Carryover 790,900 E. Total Available for 1989-90 Claim(s) 1,778,790 F. less any LTF Already Claimed 1989-90 -0- G. TOTAL AVAILABLE FOR THIS CLAIM $ 1,778,790 (Also enter on page 8, 1st column) II. State Transit Assistance Fund Available Apportionment A. Area Apportionment 1989-90 $ B. Special Transit Apportionment 1989-90 4'927 C. Previous Years' Unclaimed Apportionment -0- D. Unexpended Carryover 4,927 E. Total Available for 1989-90 Claim(s) -0 F. less any STA Already Claimed 1989-90 4'927 G. TOTAL AVAILABLE FOR THIS CLAIM $ (Also enter on page 8, 2nd column) MM TRANSPORTATION DEVELOPMENT Claim Purpose ACT ALLOCATIONS I. LTF II. STA I. PUBLIC TRANSPORTATION Article 4 (99260) -Operator 300,300 Article 8 (99400(c)) Contractor operating Article 8 (99400(e)) Contractor capital II. PEDESTRIAN AND BICYCLE N/A Article 3 (99234) Article 8 (99400(a)) 11,305 III. ROADS AND STREETS Article 8 (99400(a)) 1,459,185 4,927 IV. OTHER Article 8 (99400(b) N/A or 99400(d) TOTAL THIS CLAIM 1,778,790 4,927 TOTAL AVAILABLE FOR THIS. CLAIM (from page 7, I. and II. G.) 1,778,790 4,927 UNCLAIMED APPORTIONMENT (TOTAL AVAIL. less TOTAL THIS CLAIM) _0- -0- IMPORTANT: To avoid accidental overpayment, please identify in the space below any unexpended carryover included in the amounts being claimed above. Road and Streets includes $790,900 of unexpended LTF money. -8- PART I - PUBLIC TRANSPORTATION Please Circle either: Article 4 operator 4i Article 8 contractor FINANCIAL INFORMATION 1988-89 Please Circle 1989-90 1. OPERATING REVENUE ACTUALMUM52219= Budgeta9 401 Passenger Fares 39,450 39,313 402 Special Transit Fares 403 School Bus Service Revenues 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) 410 Local Special Fare Assistance 411 State Cash Grants & Reimbursements (Specify) State Transit Assistance Fund (STA) 412 State Special Fare Assistance 413 Federal Cash Grants & Reimbursements (Specify) UMTA Grants 1,225 201,460 c ncn 430 Contributed Services 440 (Specify) Sale of Property 1,600 Reimbursements —4'.658 TOTAL 9Sq 3al 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) 65,000 Non -Governmental Donations Sale of Property TOTAL 65,000 -9- Reflects Actual Receipts 1A 9Z 9nn 55,100 29,759 84,859 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 1988-89 Please Circle Actual k=ZAtlL=iCM 1989-10 Budge (1 } r�z 49,793.75 51,208 210,446.80 224,104 2,234.23 988 262,474.78 276,385 (2) Vehicles -- --- - Construction Other 583 TOTAL 30,303.97 84,768 (3) *Allowable capital expenses are limited for Article 8 claimants; see �114Refl�cs actual expenditures. (2) Revenue exceeds expenditures by $8,241 - unexpended carry-over will be reclaimed in -10- (3) Revenue exceeds expenditures by $91 - unexpended carry-over will be reclaimed in FY91 OPERATIONAL INFORMATION* Actual Actual/Est. Proposed (1) FY 1987-88 FY 1988-89 FY 1989-90 1. patronage a. Total Passengers 76,207 73,115 77,605 b. Revenue Passengers 5,510 4,935 6,928 d. c. Youth Passengers d. Elderly Passengers 70,697 65,907 68,610 Handicapped County f. e. MWI"WU Passengers 2,273 2,067 2. Vehicle Miles 1.00 g. Other a. Total Vehicle Miles 140,069 141,767 156,104 b. Revenue Vehicle Miles .52 h. Average Fare 3. Revenue Vehicle Hours 4. Revenue V consumption a. Diesel b. Gasoline 13,819 13,714 14,183 c. Liquid Natural Compressed Gas 5. Fare Structure .50 .50 .50 a. Base b. Zone C. Youth .50 .50 .50 d. Senior 50 50 .50 e. Handicapped f. Monthly Pass 1.00 1.00 1.00 g. Other .54 .54 .52 h. Average Fare *Attach additional pages as necessary to alter or complete description (1) Relfects actual performance -11- -12- THREE YEAR FISCAL 1990-91 PLAN 1991-92 1992-93 Operating Expenses $ 278,640 $ 300,000 $ 330,000 operating Revenues Sources: LTF $ 229,565 $ 248,475 $ 275,950 STA 5,220 5,400 5,600 Federal Fares 43,750 46,000 48,300 General Fund Other 105 125 150 278,640 300,000 330,000 Total $ $ $ Capital Expenses $ 64,500 $ 18,000 $ 38,000 Capital Revenue Sources: LTF $ 64,500 $ 18,000 $ 38,000 STA Federal Other Total $ 64,500 $ 18,000 $ 38,000 -12- CITY OF LODI .=nacs�oa»a FLEET INIVENTORY (Transit Vehicle Owners Only) ********(SEE ATTACHED SHEET)******** Vehicles to be Purchased in FY 1989-90 Van Production s of Fuel Seat S ecial X Features AC EP WC Other Make & Model Year Veh. Type Capacity Chev. Impalz 1985 1 gas 6 X Station wagon Chev.Caprice 1985 3 gas 6 X Station wagon Chev.Caprice 1986 1 gas 6 X Station wagon Chev. Impalz 1982 1 gas 6 X Station wagon Dodge Caravi n 1989 2 gas 7 X Van TOT;.L Yx xxx:xx i 8 1 xx xx ! I I I Vehicles to be Purchased in FY 1989-90 Van 1 X X X Station wag )n 5 X AC = Ai: Conditioned E? - Environmental Package WC = Wheelchair Lift -13- CITY OF LODI =3335...3 Attachment to Page - 13 - of Fleet Inventory Fiscal Year 1989-90 TDA Claim ,It is the intent of the City of Lodi to purchase from Dial -A -Ride the two Dodge Caravans. These vehciles are inadequate for our present usage. We intend to purchase five station wagons in the 1989-90 fiscal year. Two of these will be to replace the vans. Two of the vehciles will be used to replace the oldest and most expensive vehicles. The fifth will be either an addition to the fleet or to replace an existing vehicle. The handicap van is included in an amendment to the 1988-89 claim. Article 4 Operator TDA Requirements 1. Fare Ratio/Local Support_ Requirements A11 Article 4 claimants are required to maintain a specified ratio of fare revenue to operating cost. In addition, SHTD only is required to maintain a ratio of fare revenue plus local support to operating cost of 122. See 99263.2 - 99268.19 for details and exemptions pertaining to ratios. A. what is IO is system's required farebox recovery ratio? B. Does the attached budget demonstrate that this system will meet its required farebox recovery and for SMTD its farebox plus local support ratios? Ves C. Has this system utilized its grace year? 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 An extension of service or new service is exempt from =he required farebox and local support ratios if: A. The extension of service or new service has been in operation for less than two full fiscal years. The two- year extension of services exclusion applies until two years after the end of the fiscal year in which the extension of services was put into operation. B. The claimant submits a report on the extension of ser- vices to the COG within 90 days after the end of the fiscal year. (For details of the report, see 6633.8(b)). Is an extension of service/new service being claimed? No If so, has the required report been submitted for the most recently completed full fiscal year? If not, that report must accompany this claim. -14- I 3. Fifteen Percent Expenditure Increase (6632) If any of the line items on the attached budget exceed by more than 15% the expenditure for that same item in the pre- vious year's budget, then an explanation for that increase must be given below. Attach an extra page if necessary. The addition to the fleet will require additional expense for insurance. The purchase of four replacement vehicles necessitates the addition of capital funds. 4. Narrative Description (6632) Please describe in the space below any changes in service characteristics from the previous fiscal year. This should specifically include any substantial increase or decrease in the geographic area served, major changes to the scope of operations, or addition of major new fixed facilities. Please attach an additional page if necessary. SPECIAL NOTE'S EOR_BAT_IO CALCULATZON�J Exclude certain costs and fares as specified in the mos;. recent Conoliance Audit Rpoort. Iii - Exclude County service when calcslat:ng 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 For any Article 8 transit claim, no more than 90% of the total operating funds (minus depreciation) in the budget may be TDA (LTF and STA) derived. The ten percent or more match- ing funds may come from any other source available to the claimant besides TDA. 2. operating Cost Per Passenger Objective To receive an amount of TDA operating funds (LTF and STA com- bined) in excess of what was claimed the previous fiscal year, the claimant must establish an operating costyer_Ras- senger 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 fiscal year of the claim, then the claimant is only eligible to file a claim for the level of TDA operating funding received in that prior fiscal year. In the case of a unified transit system, each claimant would be limited to the prior year's level of TDA operating funding. If a system wishes to be eligible for increased TDA operating funding in a future fiscal year, then the claimant should identify an operating cost per passenger objective. i. What was the level of TDA operating in the previous fiscal year for this claimant (LTF plus STA)? $ funding received system by this ii. Does the attached budget information demonstrate at least a 10% match of non -TDA funds? iii. Is this claim requesting more TDA operating funds than were received for this system by this claimant in the previous fiscal year? iv. If yes, did the system meet' its operating cost per passenger objective in the previous fiscal year? An affirmative answer should be documented in Part v. on the next page. -16- v. What was last year's Operating Cost per Passenger Objective? What was the actual operating cost per passenger? . . . a. FY 1988-89 Operating Cost $ b. Total Passengers c. Operating Cost Per Passenger (a / b) $ vi. What is the Operating Cost per Passenger objective for this claim? . . . d. Budgeted Operating Cost $ e. Estimated Total Passengers f. Calculated Operating Cost per Passenger (d / e) $ g. FY 1989-90 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 objective set in g. above? 3. Fifteen Percent Expenditure Increase (6632) 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 additional page if necessary. 4. Narrative Description (6632) Please describe on an attached page any changes in service characteristics from the previous fiscal year. This should specifically include any substantial increase or decrease in the geographic area served, major changes to the scope of operations, or addition of major new fixed facilities. 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 (both claimants). "Contributing claimant" is defined as the claim- ant contributing a minority of the unified transit system'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 1989-90 Unified Transit Systems This Page Used by: Tracy Trans County Tracy Taxi County Escalon Public Transit System County IZ. 1. Name of unified transit system 2. Systemwide operating cost per passenger objective for FY 1989-90 identified in primary claimant's adopted transit claim (from that claim, page 17, (2) vi. g.) 3. Date of primary claimant's adopted transit claim (or anticipated future date, if not yet adopted) 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 eligibility 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 PRWECTS Please provide the requested information for each project being identified for Transportation Development Act funding. LOCAL TRANSPORTATION FUND L'}''L' Cost STATE TRANSIT ASSISTANCE FUND STA Cost (Use Additional page if Necessary) -19- PART III - ROAD AND STREET PROJECTS Please provide the requested in -formation for each projecr being identified for Transportation Development 2=- funding. LOCH, T ULNSPORTATION FM r.T%- Cos Title and Desc-'^tion Proiect T.M t Tota -1 -Cosz Harney Lane Overlay *Hutchins to 400' w/Stockton 75,000 Lockeford St. Overlay *SPRR.to Cherokee Ln. 115,000 Ham Lane Overlay & Operational *Highway 12 to Vine St. 195,007 Improvements Pacific Ave. Overlay *Walnut to Elm Walnut & Oak St. Overlay *Ham to Pacific 95,000 Tokay St. Voerlay Lower Sacramento to Mitis 83,000 Railroad Crossing Improvements *Loma Or 81000 Overlay Analysis/Design Street Master Plan Street Maintenance I*Work in progress STAT-- TRANSIT ASSISTANCE FUND *Cherokee Ln. Cluff Ave. 9.000 1Z,000 61000 2G,000 149,555 (Use Additional Page i= Necessary) �TA Cost t (Use Addi=.ional page 11 Necessary) -19- PART III - ROAD AND STPXET PROTECTS Please provide the requested information for each project being identified for Transportation Development Act funding. I.QCA.L TRANSPOR=ION FUND Traffic Signals (FRU Match) (FAU Match) Hutchins Street Improvements = Cost ,p -o -i ec` T imits Tota -1 Victor Rd. & C1uff Ave. S 90,OGO Lodi Ave. & Lower Sacramento Fd. 18.000 Elm St. & Lower Sacramento Rd. 18,000 Turner Rd. b Stockton St. 31,000 Tokay St. to Lodi Ave. 300,000 Lodi Ave. to Pine St. 76,000 Lower Sacramento Rd. Operational *St. Mortiz to Turner Rd. 30,000 Improvements (FAU match) Pine Street Overlay *SPRR to Cherokee Lane Stockton Street Overlay Lodi Ave. to Lockeford St. Lodi Ave./Ham Lane Intersection Overlay Lodi Ave. Overlay Beckman to Kelly Lodi Ave. Overlay Main to Central Church St. Overlay *Highway 12 to Mendicino •Mork in orogress (Use Additional Page if ; STAT-- T2"SIT ASSISTANC.= F3ND (Use Add.iz -19- 223,000 175,000 19,000 25,000 152,000 71,"000 iecessary) ,SSS Cost page is Necessary) PART II - PEDESTP.MAX AND BICYCLE PROJEC'T'S WCAL TRANSPORTATION FUND yTt' Caste STATE TRANSIT ASSISTANCE FUND STA Cost -is- 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 under Article 8, 99400(b) to subsidize AMTRAK service in a community, or under 99400(d) for administration and planning costs for Article 8 transit services. To complete this section, please identify the project, the Purpose of the project, the estimated cost, and the fund from which money is being claimed. It is advisable to communicate with COG staff before completing this section. -20- RESOLUTION NO. 91-29 A RESOLUTION OF THE LODI CITY COUNCIL APPROVING THE CITY OF LODI's REVISED 1989-90 TRANSPORTATION DEVELOPMENT ACT CLAIM FOR LOCAL TRANSPORTATION FUNDS WHEREAS, on September 6, 1989, the Lodi City Council adopted Resolution No. 89-115 approving the City's 1989-90 Transportation Development Act (TDA) claim for Local Transportation Funds (LTF), and State Transit Assistance (STA); and WHEREAS, subsequent to approval of the City's 1989-90 TDA Claim by the San Joaquin County Council of Governments, the Council of Governments advised the City that they wished to have the Claim revised and resubmitted to more clearly reflect how the City actually used the funds received; NOW, THEREFORE, BE IT RESOLVED, that the Lodi City Council hereby approves the City of Lodi's revised 1989-90 Transportation Development Act (TDA) claim in the amount. of $1,778,790, which transfers $4,927 of STA funds from Transit purposes to Streets and Roads purposes; and which transfers $4,927 of Local Transportation Funds from Streets and Roads to Transit purposes. BE IT FURTHER RESOLVED, that the Lodi City Council does hereby authorize the City Manager to execute the revised Claim on behalf of the City of L^di. Dated: February 20, 1991 I hereby certify that Resolution No. 91-29 was passed and adopted by the City Council of the City of Lodi in a regular meeting held February 20, 1991 by the following vote: Ayes: Council Members - Noes: Council Members - Absent: Council Members - Alice M. Reimche City Clerk 91-29 RES9129/TXTA.OIV M RESOLUTION NO. 91-29 A RESOLUTION OF THE LODI CITY COUNCIL APPROVING THE CITY OF LODI'S REVISED 1989-90 TRANSPORTATION DEVELOPMENT ACT CLAIM FOR LOCAL TRANSPORTATION FUNDS WHEREAS, on September 6, 1989, the Lodi City Council adopted Resolution No. 89-115 approving the City's 1989-90 Transportation Development Act (TDA) claim for Local Transportation Funds (LTF), and State Transit Assistance (STA); and WHEREAS, subsequent to approval of the City's 1989-90 TDA Claim by the San Joaquin County Council of Governments, the Council of Governments advised the City that they wished to have the Claim revised and resubmitted to more clearly reflect how the City actually used the funds received; NOW, THEREFORE, BE IT RESOLVED, that the Lodi City Council hereby approves the City of Lodi's revised 1989-90 Transportation Development Act (TDA) claim in the amount of $1,778,790, which transfers $4,927 of STA funds from Transit purposes to Streets and Roads purposes; and which transfers $4,927 of Local Transportation Funds from Streets and Roads to Transit purposes. BE IT FURTHER RESOLVED, that the Lodi City Council does hereby authorize the City Manager to execute the revised Claim on behalf of the City of Lodi. Dated: February 20, 1991 I hereby certify that, Resolution No. 91-29 was passed and adopted by the City Council of the City of Lodi in a regular meeting held February 20, 1991 by the following vote: Ayes: Council Members - Pennino. Pinkerton, Sieglock, Snider and Hinchman (Mayor) Noes: Council Members - None Absent: Council Members - Nome RES9129/TXTA.02J Alice M. Reimche City Clerk 91-29 FISCAL YEAR 1989-90 SAN JOAQUIN COUNTY COG TRANSPORTATION DEVELOPMENT ACT CLAIM FORMS AND GUIDELINES FOR STATE TRANSIT ASSISTANCE FUND (STA) jl7 LOCAL TRANSPORTATION FUND (LTF - TDA) TO: FROM: LOCAL TRANSPORTATION FUND San Joaquin County Council of Governments 1860 East Hazelton Avenue Stockton, CA 95205 Applicant: City of Lodi Address: 221 W. Pine St., P. 0. Box 3006, Lodi, CA 95241-1910 (City, zip) Contact Person: Jerry L. Glenn Phone: 209/333-6700 Assistant City Manager 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 $ 1.778.790 for fiscal year 1989-90 , 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 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: I San Joaquin County Council of Governments By: PETER D. VERDOORN Title: Executive Director Date: 19` Applicant: Signed: CITY OF LODI Name: Thnmz� PetEr5Ar1 Title: City Manager Date: 19 -5- c HiE STATE TRANS 11 ASSISTANCE CLAIM San Joaquin County Council of Governments 1860 East Hazelton Avenue Stockton, CA 95205 FROM: Applicant: City of Lodi Address: 221 W. Pine St., P. 0. Box 3006, Lodi, CA 95241-1910 (City, Zip) Contact Person: derry L. Glenn Phone: 209/333- 6700 Assistant City Manager 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 $ 4,927 for fiscal year 1989-90 , 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 Streets and Roads S4,927 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 Applicant: Signed: CITY OF LOOI Name: T110FAas-,+., Peterson Title: City Manager -6- Date: 19 TRANSPORTATION DEVELOPMENT ACT APPORTIONMENTS I. Local Transportation Fund Available Apportionment A. Area Apportionment 1989-90 $ 921,652 B. Pedestrian/Bicycle Apportionment 17,305 C. Previous Years• Unclaimed Apportionment 41,933 D. Unexpended Carryover 790,900 E. Total Available for 1989-90 Claim(s) 1,778,790 F. less any LTF Already Claimed 1989-90 -0- G. TOTAL AVAILABLE FOR THIS CLAIM $ 1,778,790 (Also enter on page 8, 1st column) II. State Transit Assistance Fund Available Apportionment A. Area Apportionment 1989-90 B. Special Transit Apportionment 1989-90 C. Previous Years' Unclaimed Apportionment D. Unexpended Carryover E. Total Available for 1989-90 Claim(s) F. less any STA Already Claimed 1989-90 G. TOTAL AVAILABLE FOR THIS CLAIM (also enter on page 8, 2nd column) -7- 4,927 -0- 4,927 -0- $ 4,927 yam:_ i• • DMLOPKENT ACT ALL4DCATIONS Claim Purpose I. PUBLIC TRANSPORTATION Article 4 (99260) -Operator 300,300 Article 8 (99400(c)) Contractor operating Article 8 (99400(e)) Contractor capital II. PEDESTRIAN AND BICYCLE N/A Article 3 (99234) 11,305 Article 8 (99400(a)) III. ROADS AND STREETS 1,459,185 4,927 Article 8 (99400(a)) IV. OTHER Article 8 (99400(b) N/A or 99400(d) _- ///////////////////////////////////////////////////////////////// 1,778,790 4,927 TOTAL THIS CLAIM TOTAL AVAILABLE FOR THIS CLAIM 1,778,790 4,927 (from page 7, I. and II. G.) UNCLAIMED APPORTIONMENT _0_ -0- (TOTAL AVAIL. less TOTAL THIS CLAIM) IN IMPORTANT: To avoid accidental overpayment, please identify in the space below any unexpended carryover included in the amounts being claimed above. Road and Streets includes $790,900 of unexpended LTF money. -8- C PART I - PUBLIC TRANSPORTATION Please Circle either: Article 4 operator 2X Article 8 contractor FINANCIAL• INFORMATION 1988-89 Please Circle 1989-90 I. OPERATING REVENUE ACTUALXMX$S TE( Budget*_9 401 Passenger Fares 39,450 39,313 402 Special Transit Fares 403 School Bus Service Revenues 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) 410 Local Special Fare Assistance 411 State Cash Grants & Reimbursements (Specify) State Transit Assistance Fund (STA) 412 State Special Fare Assistance 413 Federal Cash Grants & Reimbursements (Specify) UMTA Grants 430 Contributed Services 199r, 201,460 c ocn Sale of Property 1,600 440 (Specify) Reimbursements --11.658 TOTAL ?S Tl II. CAPITAL REVENUE 464 Federal Capital Grants & Subsidies (Specify) — State Capital Grants & Subventions (Specify) State Transit Assistance Funds (STA) Local Capital Provisions (Specify) b5,000 Local Transportation Fund (LTF) Non -Governmental Donations Sale of Property TOTAL 65,000 -9- Reflects Actual Receipts Gr, inn 84.859 IV. CAPITAL EXPENSES* Debt service Land/Property Acquisition Vehicles 30,303.97 84,185 construction 583 Other TOTAL 30,303.97 84,768 (3) ff *Allowable capital expenses are limited for Article 8 claimants; see t` 4Refltcls' actual expenditures. (2) Revenue exceeds expenditures by $8,241 - unexpended carry-over will be reclaimed in -10- (3) Revenue exceeds expenditures by S91 - unexpended carry-over will be reclaimed in FY91 III. OPERATING EXPENSES 1988-89 Please Circle 1989-0(1} Actual 'bU)NUAMUN Budge 501 Labor 53 Operators Salaries/Wages Other Salaries/Wages 502 Fringe Benefits 32 503 Services 504 Materials/Supplies Fuels/Lubricants Tires/Tubes Other 505 Utilities 49,793.75 51,208 506 Casualty/Liability Costs 507 Taxes 508 Purchased Transportation Service 210,446.80 224,104 - 509 Miscellaneous Expenses 2,234.23 988 510 Expense Transfers 511 Interest Expense 512 Leases and Rentals 513 Depreciation/Amortization -Operator Funds Grant Funds 262,474.78 276,385 (2) TOTAL IV. CAPITAL EXPENSES* Debt service Land/Property Acquisition Vehicles 30,303.97 84,185 construction 583 Other TOTAL 30,303.97 84,768 (3) ff *Allowable capital expenses are limited for Article 8 claimants; see t` 4Refltcls' actual expenditures. (2) Revenue exceeds expenditures by $8,241 - unexpended carry-over will be reclaimed in -10- (3) Revenue exceeds expenditures by S91 - unexpended carry-over will be reclaimed in FY91 Win.. . OPERATIONAL INFORMATION* 5 Actual Actual/Est. Proposed (1) FY 1987-88 FY 1988-89 FY 1989-90 E 1. Patronage a. Total Passengers 76,207 73,115 77,605 5 b. Revenue Passengers 5,510 4,935 6,928 E c. Youth Passengers d. Elderly Passengers 70,697 65,907 68,610 County e. MMINWM Passengers 2,273 2,067 2. Vehicle Miles a. Total Vehicle Miles 140,069 141,767 156,104 b. Revenue Vehicle Miles 3. Revenue Vehicle Hours 4. Revenue Vehicle Fuel Consumption a. Diesel b. Gasoline 13,819 13,714 14,183 c. Liquid Natural Compressed Gas 5. Fare Structure .50 .50 .50 a. Base b. Zone C. Youth .50 .50 .50 d. Senior .50 .50 .50 e. Handicapped f. Monthly Pass 1.00 1.00 1.00 g. Other .54 .54 .52 h. Average Fare *Attach additional pages as necessary to alter or complete description (1) Relfects actual performance -11- -12- THREE YEAR FISCAL PLAN 1990-91 1991-92 1992-93 operating Expenses $ 278,640 $ 300,000 $ 330,000 operating Revenues Sources: LTF $ 229,565 $ 248,475 $ 275,950 STA 5,220 5,400 5,600 Federal Fares 43,750 46,000 48,300 General Fund Other 105 125 150 278,640 300,000 330,000 Total $ $ $ 64,500 18,000 $ 38,000 Capital Expenses $ $ Capital Revenue Sources: 64,500 $ 18,000 $ 38,000 LTF $ STA Federal Other Total $ 64,500 $ 18,000 $ 38,000 -12- CZTV OF LODZ -oaaaaeaa� a . -T INVENTORY (Transit Vehicle owners Only) ********(SEE ATTACHED SHEET)****" '* S at ISoecial ='+ Make & Model production Year ; of Veh. Fuel Type e Capacity AC EP WC Ogle= ' Chev. Impal Chev.Capric Chev.Capric Chev. Impal IDodge Carav 1985 1985 1986 1982 n 1989 1 3 1 I 2 gas gas gas gas gas 6 6 6 6 7 x X x X x Station Station Station Station Van i wagoni wagoni wagoni wagon! i ` � TOTAL XXXXS:l XXXXXX I 8 I ?3:'LXX 1 1-1-1 I Vehicles to be Purchased in FY 1989-90 � E i x x x Van I Station wag n 5 X AC = Air Conditioned ( E? = Environnental ?ackage WC = Wheelchair Lift -13- CITY OF LODI Attachment to Page - 13 - of Fleet Inventory \_ Fiscal Year 1989-90 TDA Claim It is the intent of the City of Lodi to purchase from Dial -A -Ride the two Dodge Caravans. These vehciles are inadequate for our present usage. We intend to purchase five station wagons in the 1989-90 fiscal year. Two of these will be to replace the vans. Two of the vehciles will be used to replace the oldest and most expensive vehicles. The fifth will be either an addition to the fleet or to replace an existing vehicle. The handicap van is included in an amendment to the 1988-89 claim. Ar-ticle 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, StiTD only is required to maintain a ratio of fare revenue plus local support to operating cost of 32%. See 99268 2 - 99268.19 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 SHTD its farebox plus local support ratios? ves C. Has this system utilized its grace year? D. Has this system been in non-compliance with its recraired ratio (s) no If yes, identify the year or years 2. Extension of service/New Service An extension of service or new service is .xempt from zhe required farebox and local support ratios if: A. The extension of service or new service has been in operation for less than two full fiscal years. The two- year extension of services exclusion applies until two years after the end of the fiscal year in which the extension of services was put into operation. B. The claimant submits a report on the extension of ser- vices to the COG within 90 days after the end of the fiscal year. (For details of the report-, see 6633.8(b)). Is an extension of service/new service being claimed? No If so, has the required report been submitted for the most recently coapleted full fiscal year? If not, that report must accompany this claim. -14- Ll ( Fifteen � Expenditure Increase (6632) 3. Pre - If any of the Line items on the attached budget exceed by «hat item in the Pr e - more than 15% the expenditure for lanationn for that increase vious year's budget, then an ex yra page if necessary. must be given below. Attach an i The addition to the fleet will require additional expense for insurance. The purchase of four replacement vehicles necessitates the addition of ' capital funds. i j 4. Narrative Description 6632) « ace below any changes in service please describe in the sP cal ear. This should characteristics from the Prev onti llsincrease or decrease in z specifically include any changes to the. scone of the geographic area served, majorg operations, or addition of major new fixed facilities. please attach an additional page if necessary. 5?s'Ci NO-- Exclude certain in cost, and fares as specified in the most r« recent Cq�.M2 : ^P ucic • ..od` - Ixcl::de County Se^Jice when calvalating fares and expenses. -is- 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 For any Article 8 transit claim, no r -)re than 90% of the total operating funds (minus depreciation) in the budget may be TDA (LTF and STA) derived. The ten percent or more match- ing funds may come from any other source available to the claimant besides TDA. 2. operating cost Per Passenger objective To receive an amount of TDA operating funds (LTF and STA com- bined) in excess of what was claimed the previous fiscal year, the claimant must establish an operating cost per pas- senger 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 fiscal year of the claim, then the claimant is only eligible to file a claim for the level of TDA operating funding received in that prior fiscal year. In the case of a unified transit system, each claimant would be limited to the prior year's level of TDA operating funding. If a system wishes to be eligible for increased TDA operating funding in a future fiscal year, then the claimant should identify an operating cost per passenger objective. i. what was the level of TDA operating funding received in the previous fiscal year for this system by this claimant (LTF plus STA)? $ ii. Does the attached budget information demonstrate at least a 10% match of non -TDA funds? iii. Is this claim requesting more TDA operating funds than were received for this system by this claimant in the previous fiscal year? iv. If yes, did the system meet its operating cost per passenger objective in the previous fiscal year? An affirmative answer should be documented in Part V. on the next page. -16- V. What was last year's operating Cost per Passenger Objective? What was the actual operating cost per passenger? . . . a. FY 1988-89 Operating Cost $ b. Total Passengers C. Operating Cost Per Passenger (a / b) $ vi. What is the operating Cost per Passenger objective for this claim? . . . d. Budgeted Operating Cost $ e. Estimated Total Passengers f. Calculated Operating Cost per Passenger (d / e) $ g. FY 1989-90 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 objective set in g. above? 3. Fifteen Percent Expenditure Increase (6632) 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 additional page if necessary. 4. Narrative Description (6632) Please describe on an attached page any changes in service characteristics from the previous fiscal year. This should specifically include any substantial increase or decrease in the geographic area served, major changes to the scope of operations, or addition of major new fixed facilities. 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- �V 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 (both claimants). "Contributing claimant" is defined as the claim- ant contributing a minority of the unified transit system'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 1989-90 Unified Transit Systems This Page Used by: 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 1989-90 identified in primary claimant's adopted transit claim (from that claim, page 17, (2) vi. g.) 3. Date of primary claimant's adopted transit claim (or anticipated future date, if not yet adopted) 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 eligibility 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 LIM STATE TRANSIT ASSISTANCE FUND STA Cost -18- 1" PART III - ROAD AND ST88.r: PROJECTS Please provide the requested information for each project- being identified for T='ansportation Development Act funding. LoCA.L TRANSPORTATION FUND LTF Cos STATE TRANSIT ASSISTANCE FUND p_-oiec- Title and Description (Use Additional Page if Necessary) STA Cost (Use Additional page if :Necessary) -19- PART III - ROAD AND STRv-= PROTECTS ?lease provide the requested in.foraation for each project, being identified for Transportation Development Act funding. LOCAL TRANSPORTATION FUND L= Ts' Cost �-o; eC Title a and DesC'� n; ; On �^ �i Pc` T ; =: •s Total Cos- Harney Lane Overlay *Hutchins to 400' w/Stockton 75,000 Lockeford St. Overlay *SPRR to Cherokee Ln. 115,000 Ham Lane Overlay & Operational *Highway 12 to Vine St. 195,000 Improvements Pacific Ave. Overlay *Walnut to Elm Walnut & Oak St. Overlay *Ham to Pacific 95,000 Tokay St. Voerlay Lower Sacramento to Mills 83,000 Railroad Crossing Improvements *Loma Or 81000 *Cherokee Ln. 51070 overlay Analysis/Design Cluff Ave. 12,000 6,000 Street Master Pian 20,000 Street Maintenance 149,555 *:fork in progress STAT' TRANSIT ASSISTANT FUND .��,., .: ,,,..r Ti • 1 s -A Taer.�i wt i �w (ase Additional Page i; Necessary) 2:EA Cost (Use Additional page if Necessary) -19- r> <. r CPART III - ROAD AND STR--V'T PROTECTS Please provide the requested intorrsation for each project being identified for Transpor-tation Developaent Act funding. LOCAL TPtANSPORTATION FUND = Cos~ Title a and Desc-i nti o Vroi e= Lnits Total _Cus M Traffic Signals 'Victor Rd. & Cluff Ave. S 90,000 (FRU Match) Lodi Ave. & Lower Sacramento Fd. 18.000 (FAU Match) *Elm St. & Lower Sacramento Rd. 18,000 Turner Rd. & Stockton St. a1,000 Hutchins Street Improvements *Tokay St. to Lodi Ave. 3010,000 Lodi Ave. to Pine St. 76,000 Lower Sacramento Rd Operational *St. Mortiz to Turner Rd. 30,000 Improvements (FAU match) Pine Street Overlay *SPRR to Cherokee Lane Stockton Street Gverlay Lodi Ave. to Lockeford St. ii Ave./Ham Lane Intersection Gverlay Lodi Ave. Overlay Beckman to Kelly Lodi Ave. Overlay i4ain to Central Church St. Gverlay *Highway 12 to Mendicino -Work in progress (Use additional Page if STATE TRANSIT ASSISTANCE FUND 9••n�e�� 1"jr1u na-mr-;n-4m" 223,000 175,000 19,000 25,000 152.000 71,000 Necessary) STA Cost (Use Additional page if Necessar-y) -19- PARS' II - PEDESTRIAN AND BICYCLE PROJECTS LOCAL TRANSPORTATION FUND LTL' Cocr STATE TRANSIT ASSISTANCE FUND HT1 f nc+ -18- 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, TAA funds may be claimed under Article 8, 99400(b) to subsidize AMTRAK service in a community, or under 99400(d) for administration and planning costs for Article 8 transit services. To complete this section, please identify the project, the purpose of the project, the estimated cost, and the fund from which money is being claimed. It is advisable to communicate with COG staff before completing this section. -20- CITY COUNCIL THOMAS A PETERSON CITY O L, O D I City Manager DAVID M. HINCHMAN, ,Mayor JAMES W. PINKERTON. Ir ALICE M REIMCHE City Clerk Mayor Pro Tempore CITY HALL, 221 WEST PINE STREET BOB McNATT PHILLIP A. PENNING P.O. BOX 3006 City Attorney )ACK A. SIECLOCK LODI, CALIFORNIA 9S241-1910 JOHN R. (Randy) SNIDER (209) 334-5634 FAX (209) 333.6795 February 25, 1991 Nancy Miller Traffic Planner San Joaquin County Council of Governments 1860 E. Hazelton Avenue Stockton, CA 95205 Dear Nancy: Enclosed is a revised 1989-90 TDA claim for the operation of our Dial -A -Ride system. This is in accordance with our previous discussions. Sincerely, i orry L. Glenn Assistant City Manager JLG:br Enclosures CMLT 10 RESOLUTION NO. 91-29 A RESOLUTION OF THE LODI CITY COUNCIL APPROVING THE CITY OF LODI'S REVISED 1989-90 TRANSPORTATION DEVELOPMENT ACT CLAIM FOR LOCAL TRANSPORTATION FUNDS WHEREAS, on September 6, 1989, the Lodi City Council adopted Resolution No. 89-115 approving the City's 1989-90 Transportation Development Act (TDA) claim for Local Transportation Funds (LTF), and State Transit Assistance (STA); and WHEREAS, subsequent to approval of the City's 1989-90 TDA Claim by the San Joaquin County Council of Governments, the Council of Governments advised the City that they wished to have the Claim revised and resubmitted to more clearly reflect how the City actually used the funds received; NOW, THEREFORE, BE IT RESOLVED, that the Lodi City Council hereby approves the City of Lodi's revised 1989-90 Transportation Development Act (TDA) claim in the amount of $1,778,790, which transfers $4,927 of STA funds from Transit purposes to Streets and Roads purposes; and which transfers $4,927 of Local Transportation Funds from Streets and Roads to Transit purposes. BE IT FURTHER RESOLVED, that the Lodi City Council does hereby authorize the City Manager to execute the revised Claim on behalf of the City of Lodi. Dated: February 20, 1991 I hereby certify that Resolution No. 91-29 was passed and adopted by the City Council of the City of Lodi in a regular meeting held February 20, 1991 by the following vote: Ayes: Council Members - Pennino, Pinkerton, Sieglock, Snider and Hinchman (Mayor) Noes: Council Members - None Absent: Council Members - None i .(u d✓ Alice M. Reimche City Clerk Ii;,, Foregoing Dorument Is Certified i, 's`. :` :-r.ct Copy Of The Original 9I-29 -!"4 Office. Office. RES9129JTXTA.02J Jennifer M. Perrin •tiny City Clerk, City Of Lodi 1--y LI} Dated FISCAL YEAR 1989-90 SAN JOAQUIN COUNTY COG TRANSPORTATION DEVELOPMENT ACT CLAIM FORMS AND GUIDELINES FOR STATE TRANSIT ASSISTANCE FUND (STA) AND LOCAL TRANSPORTATION FUND (LTF - TDA) C LOCAL TRANSPORTATION FUND TO: San Joaquin County Council of Governments 1860 East Hazelton Avenue Stockton, CA 95205 FROM: Applicant: City of Lodi Address: 221 W. Pine St., P. 0. Box 3006, Lodi, CA 95241-1910 (City, Zip) Contact Person: Jerry L. Glenn Phone: 209/333-6700 Assistant City Manager 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 $ 1.778.790 for fiscal year 1989-90 , 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 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: CITY OF LODI op Signed---1__ Name: Them"S a 12e;@FSO l Title: City Manager Date: -- . • -2 1 19�� -5- C TO: FROM: LOCAL TRANSPORTATION FUND San Joaquin County Council of Governments 1860 East Hazelton Avenue Stockton, CA 95205 Applicant: City of Lodi Address: 221 W. Pine St., P. 0. Sox 3006, Lodi, CA 95241-1910 (City, Zip) Contact Person: Jerry L. Glenn Phone: 209/333-6700 Assistant City Manager 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 $ 1.778.790 for fiscal year 1989-90 , 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 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: I San Joaquin County Council of Governments By: PETER D. VERDOORN Title: Executive Director Date: 19 Applicant: ITY OF LODI Signe I tdJ- Name: Thnmai A Powmen Titles City Manager Date: y- a/ 1921 -5- 3 STATE- TRANSIT ASSISTANCE CLAIM TO: San Joaquin County Council of Governments 1860 East Hazelton Avenue Stockton, CA 95205 FROM: Applicant: City of Lodi Address: 221 W. Pine St., P. 0. Box 3006, Lodi, CA 95241-1910 (City, Zip) Contact Person: Jerry L. Glenn Phone: 209/333-6700 Assistant City Manager 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 $ 4,927 for fiscal year 1989-90 , 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 Streets and Roads 54,927 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: I San Joaquin County Council of Governments By: PETER D. VERDOORN Title: Executive Director Date: 19_ Applicant*. CITY-OFLODI signed. t Name: T}i 6 F" as,A, Psiercon Title: City Manager Date: . oC 1 19 -6- C STATE TRANSIT ASSISTANCE CLAIM TO: San Joaquin County Council of Governments 1860 East Hazelton Avenue Stockton, CA 95205 FROM: Applicant: City of Lodi Address: 221 W. Pine St., P. 0. Box 3006, Lodi, CA 95241-1910 (City, Zip) Contact Person: Jerry L. Glenn Phone: 209/333-6700 Assistant City Manager 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 $ 4,927 for fiscal year 1989-90 , 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 Streets and Roads 54,927 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 CDate: 19 -6- Applicant• CITY QE -0 I Sign Name• Title• City Manager Date: �, „? 1 1991 TOTAL 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) 65,000 55,100 Non -Governmental Donations Sale of Property 29,759 TOTAL 65,000 84,859 -9- Reflects Actual Receipts PART I - PUBLIC TRANSPORTATION Please Circle either: Article 4 operator QL Article 8 contractor FINANCIAL INFORMATION 1988-89 Please Circle 1989-90 I. OPERATING REVENUE ACTUALXIb,'t{XESSrd=TXX Budget`' 401 Passenger Fares 39,450 39,313 402 Special Transit Fares 403 School Bus Service Revenues 404 Freight Tariffs 405 Charter Service Revenues 406 Auxiliary Transportation Revenues 407 Non -Transportation Revenues 1,225 113 408 Taxes Levied Directly by Transit System (Specify) 409 Local Cash Grants & Reimbursements (Specify) Local Transportation Fund (LTF) 201,460 245,200 410 Local Special Fare Assistance 411 State Cash Grants & Reimbursements (Specify) State Transit Assistance Fund (STA) 6,950 412 State Special Fare Assistance 413 Federal Cash Grants & Reimbursements (Specify) UMTA Grants 430 Contributed Services Sale of Property 1,600 440 (Specify) Reimbursements —L 658 TOTAL 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) 65,000 55,100 Non -Governmental Donations Sale of Property 29,759 TOTAL 65,000 84,859 -9- Reflects Actual Receipts 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 1988-89 Please Circle 1989-QO Actual lb'.t09XitA=,K0W Budge (1) 32 49,793.75 51,208 988 262,474.78 276,385 (2) 30,303.97 84,185 583 TOTAL JV ,JVJ.J. -- \.5) *Allowable capital expenses are limited for Article 8 claimants; see t 4Ref18cls actual expenditures. (2) Revenue exceeds expenditures by S8,241 - unexpended carry-over will be reclaimed in -10- FY91 (3) Revenue exceeds expenditures by S91 - unexpended carry-over will be reclaimed in FY91 \ TRANSPORTATION DEVELOPHENT ACT APPORTIONMENTS Z. Local Transportation Fund Available Apportionment A. Area Apportionment 1989-90 $ 926,652 19,305 B. Pedestrian/Bicycle Apportionment C. Previous Years' Unclaimed Apportionment 41,933 D. Unexpended Carryover 790,900 E. Total Available for 1989-90 Claim(s) 1.178'790 F. less any LTF Already Claimed 1989-90 G. TOTAL AVAILABLE FOR THIS CLAIM 5 1,778,790 (Also enter on page 8, ist column) II. State Transit Assistance Fund Available Apportionment A. Area Apportionment 1989-90 S B. Special Transit Apportionment 1989-90 C. Previous Years' Unclaimed Apportionment 4'927 -0- D. Unexpended Carryover E. Total Available for 1989-90 Claim(s) 4'927 F. less any STA Already Claimed 1989-90 -0 G. TOTAL AVAILABLE FOR THIS CLAIM $ 4'927 (Also enter on page 8, 2nd column) -7- TRANSPORTATION DEVET claim Purpose I. PUBLIC TRANSPORTATION Article 4 (99260) -Operator 300,300 Article 8 (99400(c)) Contractor operating Article 8 (99400(e)) Contractor capital II. PEDESTRIAN AND BICYCLE N/A Article 3 (99234) Article 8 (99400(a)) 19,305 ' III. ROADS AND STREETS 1,459,185 4,927 Article 8 (99400(x)) IV. OTHER Article 8 (99400(b) N/A or 99400(d) TOTAL THIS CLAIM 1,778,790 4,927 TOTAL AVAILABLE FOR THIS CLAIM 1,778,790 4,927 (from page 7, I. and II. G.) UNCLAIMED APPORTIONMENT -0- -0- (TOTAL AVAIL. less TOTAL THIS CLAIM) IMPORTANT: To avoid accidental overpayment, please identify in the space below any unexpended carryover included in the amounts being claimed above. Road and Streets includes $790,900 of unexpended LTF money. -8- OPERATIONAL INFORMATION* Actual Actual/Est. Proposed (1) FY 1987-88 FY 1988-89 FY 1989-90 1. Patronage a. Total Passengers 76,207 73,115 77,605 b. Revenue Passengers 5,510 4,935 6,928 C. Youth Passengers d. Elderly Passengers 70,697 65,907 68,610 County e. MAM"&M Passengers 2,273 2,067 2. Vehicle Miles a. Total Vehicle Hiles 140,069 141,767 156.104 b. Revenue Vehicle Miles 3. Revenue Vehicle Hours 4. Revenue Vehicle Fuel Consumvtion a. Diesel b. Gasoline 13,819 13,714 14,183 c. Liquid Natural Compressed Gas 5. Fare Structure .50 .50 .50 a. Base b. Zone c. Youth .50 .50 .50 d. senior .50 .50 .50 e. Handicapped f. Monthly Pass 1.00 1.00 1.00 g. other 54 .54 .52 h. Average Fare *Attach additional pages as necessary to alter or complete description (1) Relfects actual performance -11- c 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 1990-91 1991-92 1992-93 $ 278,640 $ 300,000 _ $ 330,000 $ 229,565 $ 248,475 $ 275,950 5,220 5,400 5,600 43,750 46,000 48,300 $ 278,640 $ 300,000 $ 330,000 $ 64,500 $ 18,000 $ 38,000 $ 64,500 $ 18,000 $ 38,000 $ 64,500 $ 18,000 $ 38,000 -12- CITY OF LCDI =an.o�aa�z� • •�•AxxXXXXI 8 -- I I I I I -.l. 1:1: xx I I Vehicles to be Purchased in FY ta89lop -es Oche: Station wagonj Station wagoni Station wagoni Station wagoni Van I r , Van FLEET INVZNTORY x (Transit Vehicle owners Only) Station wag "' " (SEE ATTACHED SHEET) -------- Make & Model Production Year ; of Veh- Fuel Sear ISnec•al _e; Type Cavac4ty „C =? WC Chev. Impale 1985 1 gas 6 x Chev.Caprict 1985 3 gas 6 x Chev.Capricf 1986 1 gas 6 X Chev. Impalz 1982 1 gas 6 x Dodge Carav n 1989 I 2 gas 7 x • •�•AxxXXXXI 8 -- I I I I I -.l. 1:1: xx I I Vehicles to be Purchased in FY ta89lop -es Oche: Station wagonj Station wagoni Station wagoni Station wagoni Van I r , Van 1 x x x Station wag n 5 x AC = Ai= Conditioned- =' = "nvircnmental Package WC = Wheelc:hai= Lift -Z3- S'7Y OF LODI Attachment to Page - 13 - of Fleet Inventory Fiscal Year 1989-90 TDA Claim .It is the intent of the City of Lodi to purchase from Dial -A -Ride the two Dodge Caravans. These vehciles are inadequate for our present usage. We intend to purchase five station wagons in the 1989-90 fiscal year. Two of these will be to replace the vans. Two of the vehciles will be used to replace the oldest and most expensive vehicles. The fifth will be either an addition to the fleet or to replace an existing vehicle. The handicap van is included in an amendment to the 1988-89 claim. L Article 3 Operator TDA Requirements I_ Fare Ratio/Local Support Requirements All A=icle 4 claimants are required to maintain a specified ratio of fare revenue to operating cost_ in addition, SF.' -"D only is required to maintain a ratio of fare revenue plus local support to operating cost of 321. See 99268.2 - 99269.19 for details and exemptions pertaining to ratios. A. What is this system's required farebox recovery ratio? B. Does the attached budget demonstrate that this system will meet its required farebox recovery and for SMTD its farebox plus local support ratios? vas C. Has this system utilized its grace year? D. Has this system been in non-compliance with its req -a --=ed ratio(s)? no If yes, identify the year or years 2. Extension of Service/New Service An extension of service or new service is exempt from =he required farebox and local support ratios if: A. The extension of service or new service has been in operation for less than two full fiscal years. The two- year extension of services exclusion applies until two years after the end of the fiscal year in which the extension of services was put into operation. B. The claimant submits a report on the extension of ser- vices to the COG within 90 days ante: the end of the fiscal year. (For details of the report, see 6633.8(b)). Is an extension of service/new service being claimed? No If so, has the required report been submitted for the rlcst recently completed full fiscal year? If not, that report must accompany this claim. -14- .-N 3. Fifteen Percent Expenditure Increase (6632) if any of the line -tens on the attached budget exceed by more than 15% the expenditure for that sane item in the pre- vious year's budget, 'Uhen an explanation for that increase must be given below. Attach an extra page !f necessary. The addition to the fleet will require additional expense for insurance. The purchase of four repli-cement vehicles necessitates the addition of capital funds. 4. Narrative Description (6632) Please describe in the space below any changes in service characteristics from the previous fiscal year. :his should specifically include any substantial increase or dec=ease in the geographic area served, major c=hanges to the scope of operations, or addition of major new fixed :acllit:es. Please attach an additional page if necessary. SRET.rAL NO=S =0R ?ATTO CALCULATIONS S�—_Q - Exclude certain cost; and fares as specified in the most recent Compliance Audi` Rengr - Exclude County ser -rice when calculating _ares 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 For any Article 8 transit claim, no more than 90% of the total operating funds (minus depreciation) in the budget may be TDA (LTF and STA) derived. The ten percent or more match- ing funds may come from any other source available to the claimant besides TDA. 2. Operating Cost Per Passenger Objective To receive an amount of TDA operating funds (LTF and STA com- bined) in excess of what was claimed the previous fiscal year, the claimant must establish an operating cost per pas- senger 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 fiscal year of the claim, then the claimant is only eligible to file a claim for the level of TDA operating funding received in that prior fiscal year. In the case of a unified transit system, each claimant would be limited to the prior year's level of TDA operating funding. If a system wishes to be eligible for increased TDA operating funding in a future fiscal year, then the claimant should identify an operating cost per passenger objective. i. What was the level of TDA operating funding received in the previous fiscal year for this system by this claimant (LTF plus STA)? $ ii. Does the attached budget information demonstrate at least a lot match of non -TDA funds? iii. Is this claim requesting more TDA operating funds than were received for this system by this claimant in the previous fiscal year? iv. If yes, did the system meet its operating cost per passenger objective in the previous fiscal year? An affirmative answer should be documented in Part v. on the next page. -16- r V. What was last year's Operating Cost per Passenger \_ Objective? What was the actual operating cost per passenger? . a. FY 1988-89 Operating Cost $ b. Total Passengers c. Operating Cost Per Passenger (a/b) $ vi. What is the Operating Cost per Passenger Objective for this claim? . . . d. Budgeted Operating Cost $ e. Estimated Total Passengers f. Calculated Operating Cost per Passenger (d / e) $ g. FY 1989-90 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 objective set in g. above? 3. Fifteen Percent Expenditure Increase (6632) 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 additional page if necessary. 4. Narrative Description (6632) Please describe on an attached page any changes in service characteristics .from the previous fiscal year. This should specifically include any substantial increase or decrease in the geographic area served, major changes to the scope of operations, or addition of major new fixed facilities. 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 (both claimants). "Contributing claimant" is defined as the claim- ant contributing a minority of the unified transit system'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 1989-90 Unified Transit Systems This Page Used by: 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 1989-90 identified in primary claimant's adopted transit claim (from that claim, page 17, (2) vi. g.) 3. Date of primary claimant's adopted transit claim (or anticipated future date, if not yet adopted) 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 eligibility for increased TDA funding as explained on page 16. Separate calculations will not be done for City and County. -17a- C PART II - PEDESTRIAN AND BICYCLE PROJECTS LOCAL TRANSPORTATION FUND LTF Cost STATE TRANSIT ASSISTANCE FUND -18- STA Cost N. PART III - ROAD AND 5.T PROSHCTS Please provide the requested intonation for eact project being identi--ied for T--ansporation Developaent act funding. LDCAL TRANSPORTATION FUND Cost STATE TRANSIT ASSISTANCE FUND (Use Addi=onal Page i! Necessa y) STA Cost is Tor -al Cos 1 (Use Additional page :! Necessary) -19- PART SSI - ROAD AND STRz'"T FRO.. LC'I'S ?lease provide :.he requested information for eac: project being identified for Transportation Development Act funding. LOCAL TRANSPORTATION FUND Title -and Dasc_'i nt4 on Harney Lane Overlay Lockeford St. Overlay Ham Lane Overlay & Operational Improvements Pacific ;,ve. Overlay Walnut & Oak St. Overlay +'okay St. Vaerlay Railroad Crossing Improvements Vverlay Analysis/Design Street Maser Plan Street Maintenance *Work in progress STATS TRANSIT ASSISTANCE FUND *Hutchins to 400' w/Stockton *SPRR to Cherckee Ln. *Highway 12 to Vine St. *Walnut to Elm *Ham to Pacific Lower Sacramento to Mills *Loma Or 'Cherokee Ln. Cluff Ave. T—= Cost To`ai 75,000 115,000 195,000 95,000 83,000 3,000 4.000 12,000 6,000 20,000 149,555 (Use additional Page if Necessary) STA Cos— (Use Additional page if Necessa_r;) -19- r PART III - ROAD AND STRr.. PRG, EEL'S Please provide he requested inior-ration for each project beingident4t:; for T_anspor-ation Development Ac- �•.:ndied nq. LOCA1. 717RAU SPORTATION - - -- 7i Ac�- T i { •r . t r 5 Traffic Signals *Victor Rd. & Cluff Ave. � S 91,OG0 (FAU Match) *Lodi Ave. & Lower Sacramento 12,000 (FAU match) *Elm St. & Lower Sacramento Rd. 18.100 Turner Rd. & Stockton St. 31,100 Hutchins Street Improvements *Tokay St. to Lodi Ave. 3CO,000 Lodi Ave. to Pine St. 76,000 Lower Sacramento I Rd. Operational *St. Mortiz to Turner Rd. 3G,OG0 norovements (rAU match) Pine Street Overlay Stockton Street Overlay ii Ave./Ham Lane Intersection Gverlay Lodi Ave. Overlay Lodi Ave. Overlay Church St. Overlay ':Bork in oroaress STATS' TRANSIT ASSISTANT FUND P--o;ect '",-Ip p ane4 *SPRR to Cherokee Lane Lodi Ave. to Lockeford St. Beckman to Kelly gain to Central "Highway 12 to Mendicino _19- 223,000 17x,000 19,OOG 25,000 152,OGO 71,0000 (Use additional Page if Necessary) 1 ,JTA ^os- 'q> w PAR. iI - PEDESTRZM AND BIS '' PR0.TEr 'S :.00AL TRANSPORTATION TV" STATE TRANSIT ASSISTANCE Z-UND 1 -18- C 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 under Article 8, 99400(b) to subsidize AMTRAK service in a community, or under 99400(d) for administration and planning costs for Article 8 transit services. To complete this section, please identify the project, the purpose of the project, the estimated cost, and the fund from which money is being claimed. It is advisable to communicate with COG staff before completing this section. -20- Satz Joa uin County Council.. 4 f Govern i68ers office UHMember Agencies: Cities of Fscalon, Lathrop, Lodi, Manteca, Ripon, Stockton, Tracy, County of San Joaquin January 24, 1991 Mr. Thomas A. Peterson City Manager 221 W. Pine Street Lodi, CA 95240 Dear Mr. Peterson: As everyone is well aware, the voters on November 6, 1990 passed Measure K, -in issue thitt we all worked for and supported. The COG is now actively engaged in carrying out the provisions of that measure as the designated Local Transportation Authority. To assure that we can continue to carry out the provisions of the measure without undue harassment from opponents to the measure, it is necessary to amend the COG's existing Joint Powers Agreement. On January 8th, the COG Board took action to approve the attached changes and directed that the matter be submitted to all member governments for their official ratification. I would urge that this matter be placed on the next available Council agenda. Should you have any questions regarding this matter, please feel free to call me. PDV/bm Attachment Very truly yours TER D. VE RIDOORN Executive Director 0'ej UA -Td, t cn f brc' C o 1860 E. Hazelton Avenue • Stockton, California 9505 . (209) 468-3913 FAX: (209) 468-3330 . Regional Transportation Planning Agency, Local Transportation Authority, Congestion Management Agency, Airport Land Use Commission r Proposed amendment to Section 7, subsection b), third paragraph and the addition of subsection c), of the Joint Powers Agreement establishing the San Joaquin County Council of Governments, dated November 1, 1933. Under no circumstances, except as provided in c below, shall the SAN JOAQUIN COUNTY COG be empowered to levy taxes nor exercise the right of eminent domain. SAN JOAQUIN COUNTY COG shall apply for available State or Federal support funds, and shall make new and additional applications from time to time as appropriate. If deemed necessary, the COG Board may also establish and collect filing and processing fees in connection with matters to be considered by it. c) In its role as the SAN JOAQUIN COUNTY LOCAL TRANSPORTATION AUTHORITY the SAN JOAQUIN COUNTY COG shall be empowered to levy and expend tax revenues authorized in SJCLTA Ordinance #91-01 and approved as Measure K on November 6. 1990, by the voters of San Joaquin County. This empowerment shall exist s.o lon2 as SJCLTA Ordinance 91-01 is in effect and shall terminate when all SJCLTA Ordinance 91-01 taxes have been levied and expended. (Changes ar:. reflected by underlining) SAN JOAOUIN COUNTY COUNlAj, OF GOVERNMENTS L � 1860 East Hazelton Avenue Stockton. Cahtorrna 95202 Telephone (209) 468.3913 FROM the desk o:f : _ TO: ❑ For Your Information ❑ Reply Requested []Information Per Request �ittnl�6tiu�� Dear Tom: This letter and attachment are substi- tutes for the early letter and amend- ment. These should clarify what we are doing. If you plan on using the letter and attachment in your Council packet, please use the ones attached here. Tha , �.. FE805.91 St... Joaquin County Counci. if GovernmAbVIL • ..:�.: • , ,:. ;:.. _ .. ., ; `- '»ears pace Member Agencies: Cities of Escalon, Lathrop, Lodi, Manteca, Ripon, Stockton, Tracy, County of San Joaquin January 31, 1991 Mr. Thomas A. Peterson City Manager 221 W. Pine Street Lodi, CA 95240 Dear Mr. Peterson: As everyone is well aware, the voters on November 6, 1990 passed Measure K, an issue that we all worked for and supported. The COG is now actively engaged in carrying out the provisions of that measure as the designated Local Transportation Authority. On January 8th, the COG Board took action to approve the attached changes to our Joint Powers Agreement and directed that the matter be submitted to all member governments for their official ratification. The following technical changes make our JPA con- sistent with the actions taken by the cities and the County of San Joaquin last year making the COG the Local Transportation Authority. I would urge that this matter be placed on the next available Council agenda. Should you have any questions regarding this matter, please feel free to call me. Very trulyIL , ETE D. VERDOORN Executive Director PDV/bm Attachment 1860 E. Hazelton Avenue • Stockton, California 95205 (209) 468-3913 PAX: (209) 468-3330 . Regional Transportation Planning Agency, Local Transportation Authority, Congestion Management Agency, Airport Land Use Commission r n Proposed amendment to the Joint Powers Agreement establishing the San Joaquin County Council of Governments, dated November 1, 1983. Section 7, subsection b), third paragraph: Under no circumstances, except as provided in c) below, shall the SAN JOAQUIN COUNTY COG be empowered to levy taxes nor exercise the right of eminent domain. SAN JOAQUIN COUNTY COG shall apply for available State or Federal support funds, and shall make new and additional applications from time to time as appropriate. If deemed necessary, the COG Board may also establish and collect filing and processing fees in connection with matters to be considered by it. c) In its role as the SAN JOAQUIN COUNTY LOCAL TRANSPORTATION AUTHORITY the SAN JOAQUIN COUNTY COG shall be empowered to levy and expend tax revenues authorized in SJCLTA ordinance #91-01 and approved as Measure K on November 6, 1990, by the voters of San Joaquin County. This empowerment shall exist so long as SJCLTA Ordinance 91-01 is in effect and shall terminate when all SJCLTA Ordinance 91-01 taxes have been levied and expended. (Changes are reflected by underlining)