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Home My WebLink AboutItem 2b: Resolution 6748: Capital and Operating Funds for Arcadia TransitDATE: October 19, 2010 TO: Mayor and City Council FROM: Jason Kruckeberg, Assistant City Manager /Development Services Director Philip A. Wray, Deputy Director of Development Services /City Engineer By: Linda Hui, Transportation Services Manager SUBJECT: RESOLUTION NO. 6748 AUTHORIZING SUBMITTAL OF THE FY 2010- 11 TRANSPORTATION DEVELOPMENT ACT — ARTICLE 4 CLAIM FORMS TO RECEIVE CAPITAL AND OPERATING FUNDS FOR ARCADIA TRANSIT Recommendation: Adopt SUMMARY Arcadia Transit is eligible to receive Transportation Development Act (TDA) Article 4 funds. In order to receive TDA Article 4 funds, the City of Arcadia is required to submit a claim form authorized by the City Council. Attached for the City Council's review and approval is Resolution No. 6748 authorizing the City Manager to submit claim forms for TDA Article 4 fund for FY 2010 -11 in a total amount of $220,701. Once approved, the claim forms will be submitted to the Los Angeles County Metropolitan Transportation Authority (Metro) for processing. Staff recommends that the Council adopt Resolution No. 6748. BACKGROUND The California State legislature adopted the Transportation Development Act - Article 4 (SB325) in 1971 to generate revenue from retail sales taxes and gasoline /diesel sales taxes for public transportation projects. The funds are allocated by SCAG via the Local Transportation Fund (LTF) and the State Transit Assistance (STA) programs based on area population and transit fare revenue generated by an agency's local transit system. Metro serves as the regional planning agent for Los Angeles County, and administers and processes the funds to each participating municipal transit operator. DISCUSSION STAFF REPORT Development Services Department Local Transportation Fund (LTF) revenue is derived from one -fourth of one percent (0.0025) of the 8.25% retail sales tax collected statewide for transportation planning and Staff Report Resolution 6748 October 19, 2010 Page 2 mass transit activity. The California State Board of Equalization returns the quarter cent to each County according to the amount of taxes collected in its jurisdiction. Eligible uses include public transit, program administration, transportation planning, pedestrian and bicycle facilities, special group transportation service, and rail passenger service. The City of Arcadia has been allocated $174,004 in FY 2010 -11 in LTF funds to operate Arcadia Transit. The State Transit Assistance (STA) fund was approved in 1980 as a secondary source of revenue for SB325 dedicated to public transit operation and capital expenditures. STA revenue is generated from the statewide sales tax on gasoline and diesel fuels, and is appropriated by the California State Controller Office to the regional Transportation Planning Agencies (i.e., Metro) for formula allocation. The formula is calculated using 50% population count and 50% operator revenues for the prior fiscal year. The City of Arcadia has been allocated $46,697 in FY 2010 -11 in STA Funds for Arcadia Transit operations. FISCAL IMPACT The City of Arcadia will receive $220,701 for FY 2010 -11 in TDA- Article 4 funds — LTF and STA — to operate Arcadia Transit. RECOMMENDATION Adopt Resolution No. 6748 authorizing the City Manager to submit Transportation Development Act — Article 4 Claim Forms to the Los Angeles County Metropolitan Transportation Authority to receive a total amount of $220,701 for FY 2010 -11 for Arcadia Transit operations. Approved: Donald Penman, City Manager Attachment(s) 1. Resolution No. 6748, TDA - Article 4 2. FY 2010 -11 Transportation Development Act, Article 4 Claim Forms RESOLUTION NO. 6748 A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF ARCADIA, CALIFORNIA, APPROVING THE SUBMITTAL OF THE TRANSPORTATION DEVELOPMENT ACT CLAIM FORMS TO RECEIVE FUNDS FOR THE OPERATIONS OF ARCADIA TRANSIT FOR FISCAL YEAR 2010 -11 WHEREAS, the Transportation Development Act of 1971 ( "Act ") (Chapter 1400, Statutes 1971 (SB 325), and amendments thereto) makes certain funds available for public transportation systems; and WHEREAS, the Arcadia City Council has adopted a budget for Arcadia Transit for the 2010 -11 Fiscal Year evidencing the need for financial assistance; and WHEREAS, the Southern California Association of Governments ( "SCAG ") has been charged with the responsibility for allocating the funds; and WHEREAS, the Los Angeles County Metropolitan Transportation Authority ( "Metro ") serves as the regional planning agent for Los Angeles County, and administers and processes the funds to each participating municipal transit operator. NOW THEREFORE, THE CITY COUNCIL OF THE CITY OF ARCADIA, CALIFORNIA, DOES HEREBY FIND, DETERMINE AND RESOLVE AS FOLLOWS: SECTION 1. The City Council authorizes the City Manager or his/her designee to execute and file a claim with Metro for TDA Article 4 funds, and to take 1 any and all necessary further actions and execute any and all necessary documents in order to receive such funds. SECTION 2. The City Clerk shall certify to the adoption of this Resolution. Passed, approved and adopted this day of October 2010. ATTEST: City Clerk APPROVED AS TO FORM: idu&- 0 a‘eA,1-6e. Stephen P. Deitsch City Attorney 2 Mayor of the City of Arcadia Public Transportation System Claim CHECKLIST OF ITEMS FILED FISCAL YEAR: CLAIMANT: City of Arcadia DATE: October 19, 2010 The items checked below are enclosed in connection with the claim filed herein: 1. Pages 1 and 2 for TDA and STA (See instructions for completing the form in the instruction package). 2. Financial Statement (Table L -1) (A separate table must be completed for each mode. The table should be consistent with the table included in the SRTP.) 3. Standard Assurances for Claimants 4. Governing Body Authorization Submit a certified copy of a resolution or minute order. 5. Justification Statements 6. Proposed Commitment Statement(s) Complete when requesting long -term capital reserves. 7. Employee Retirement System Certification Statement 8. Proof of Funding Obligation Submit tangible evidence of imminent need for capital reserve draw downs. 9. Cooperative Agreement or Contract Submit copies if applicable 10. TDA Reserves Held by County Auditor (Table 2) 11. California Highway Patrol Certification (Pull Notice) Current within 13 months. LOS ANGELES COUNTY METROPOLITAN TRANSPORTATION AUTHORITY PUBLIC TRANSPORTATION CLAIM STANDARD ASSURANCES FOR APPLICANTS FOR LOCAL TRANSPORTATION FUNDS (LTF) AND STATE TRANSIT ASSISTANCE FUNDS (STAF) Claimant: City of Arcadia Fiscal Year: 2010 -11 PLEASE INITIAL ALL APPLICABLE PARAGRAPHS PURSUANT TO WHICH THE CLAIM IS BEING SUBMITTED. MTA TDA GUIDE SECTION Initial 1. CERTIFIED FISCAL AND COMPLIANCE AUDIT Claimant certifies that it has submitted a 1.8.1 satisfactory, independent fiscal and compliance 1.8.3 audit, with required certification statement, to SCAG, MTA, and the Department of Transportation, pursuant to PUC Section 99245 and CAC Section 6664 for the prior fiscal year (project year minus two). Claimant assures that this audit requirement will be completed for the current fiscal year (project year minus one), and submitted to MTA no later than 120 days after the close of the fiscal year. 2. 90 -DAY ANNUAL REPORT (STATE CONTROLLER'S REPORT) Claimant certifies that it has submitted a State Controller's Report 1.8.2 in conformance with the Uniform System of Accounts and Records, 1.8.3 to SCAG, MTA, and the State Controller, pursuant to PUC Section 99243, for the prior year (project year minus two). Claimant assures that this report will be completed for the current fiscal year (project year minus one), and submitted no later than 90 days after the close of the fiscal year. 3. PART -TIME EMPLOYEES* Claimant certifies that it is not precluded, by any contract entered 5.6.2b into on or after June 28, 1979, from employing part -time drivers or contracting with common carriers of persons operating under a franchise or license. Claimant further certifies that no person who was a full -time employee on June 28, 1979, shall have his or her employment, excluding overtime, reduced as a result of it employing part -time drivers or contracting with those common carriers. (PUC Section 99314.5c) STANDARD ASSURANCES FOR APPLICANTS Page 2. MTA TDA GUIDE SECTION Initial 4. FIFTY PERCENT EXPENDITURE LIMITATION Claimant filing a claim pursuant to PUC Section 99268.1 certifies 2.2.1 that it was in compliance with PUC Section 99268 during the 1978 -79 fiscal year, and further certifies that it will remain in compliance with that section during the project year. 5. REVENUE RATIOS FOR OLDER OPERATORS Claimant filing a claim pursuant to PUC Section 99268.2 2.2.2 certifies that it will maintain for the project year that ratio of fare revenues and local support to operating cost which was maintained during the 1978 -79 fiscal year, and further assures for the project year that it reasonably anticipates achieving the ratio of fare revenues to operating cost at least equal to the ratio maintained in FY 1978 -79, or (a) 20 percent if serving an urbanized area, and (b) 10 percent if serving a non - urbanized area, whichever is greater. 6. REVENUE RATIOS FOR NEWER URBANIZED AREA OPERATORS Claimant filing a claim pursuant to PUC Section 99268.3 certifies 2.2.2 that it will maintain for the project year at least that ratio of fare revenues and local support to operating cost which was maintained during FY 1978 -79 if that ratio was greater than 20 percent; claimant further assures, for the project year, that it reasonably anticipates achieving a ratio of fare revenues to operating cost equal to or greater than 20 percent for the project year. 7. REVENUE RATIOS FOR NEWER NON - URBANIZED AREA OPERATORS 2.2.2 Claimant filing a claim pursuant to PUC Section 99268.4 certifies that it will maintain for the project year at least that ratio of fare revenues and local support to operating cost which was maintained during FY 1978 -79 if that ratio was greater than 10 percent; claimant further assures, for the project year, that it reasonably anticipates achieving a ratio of fare revenues to operating cost equal to or greater than 10 percent. 8a. REVENUE RATIOS FOR EXCLUSIVE SERVICES TO ELDERLY AND HANDICAPPED 2.2.3 Claimant filing a claim pursuant to PUC Section 99268.5 certifies that, for the purpose of the claim, it provides services using vehicles for the exclusive use of elderly and handicapped persons. STANDARD ASSURANCES FOR APPLICANTS Page 3. MTA TDA GUIDE SECTION Initial 8b. REVENUE RATIOS FOR PARATRANSIT SERVICES Claimant filing a claim pursuant to PUC Section 2.2.3 99275.5c (Article 4.5) further certifies that, for the project year, it reasonably anticipates achieving the performance criteria, local match requirements, or fare recovery ratios adopted by MTA. 9. EXTENSION OF SERVICE Claimant that received an allocation of Local Transportation 1.8.4 Funds for an extension of service pursuant to PUC Section 99268.8 2.2.5 certifies that it will file a report of these services pursuant to CAC Section 6633.8b within 90 days after the close of the fiscal year in which that allocation was granted. 10. RETIREMENT SERVICE Claimant filing a claim pursuant to PUC Section 99260 certifies 2.1.7 that: (a) the current cost of its retirement system is fully funded with respect to the officers and employees of its public transportation system; or (b) the operator is implementing a plan approved by the transportation planning agency which will fully fund the retirement system for such officers and employees within 40 years; or (c) the operator has a private pension plan which sets aside and invests, or on a current basis, funds sufficient to provide for the payment of future benefits, and which is fully compliant with the requirements stated in PUC Sections 99272 and 99273. 2.2.1 2.2.8 lla. USE OF FEDERAL FUNDS Claimant filing a claim for TDA funds for capital intensive projects pursuant to PUC Sec. 99268.7 certifies that it has made every effort to obtain federal funding for any project which is funded pursuant to PUC Sec. 99268.7. 11b. Claimant qualifying for funds pursuant to PUC Sec. 99268.1 and filing a claim for TDA funds in excess of the amount allowed 2.2.1d under PUC Sec. 99268 certifies that such funds are required in order to obtain maximum federal operating funds in the year such funds are claimed, pursuant to PUC Sec. 99267.5 and CAC Sec. 6633.1. STANDARD ASSURANCES FOR APPLICANTS Page 4. MTA TDA GUIDE SECTION 12. 2.2.9 *STAP Claimants Only. City of Arcadia Donald Penman, City Manager Initial CHP CERTIFICATION Claimant filing a claim for Local Transportation Funds has included in the claim a certification completed within the last 13 months by the California Highway Patrol indicating compliance with Vehicle Code Section 1808.1, indicating that the operator has participated in a "pull notice system" to examine driver's records, as specified in PUC Sec. 99251. 13. STA EFFICIENCY STANDARDS* Beginning in FY 1992, claimant filing a claim for State Transit Assistance Funds for operating purposes certifies that it has met the efficiency standards which limit cost per hour increases, pursuant to PUC Sec. 99314.6. (ABx8 9 temporarily suspends this requirement after January 1, 2010 through the 2011 -12 fiscal year to ensure that STA funds can be used for operations). 14. REDUCED TRANSIT FARES Claimants of TDA funds who offer reduced fares to senior citizens certify that: (a) The Federal Medicare Identification Card is sufficient identification to receive senior citizen reduced fares if such fares are available; and (b) A disabled person or disabled veteran identification card issued pursuant to subdivision (d) of Vehicle Code Sections 22511.5 or 22511.9 (whichever is applicable) is sufficient identification to receive disabled person reduced fares if such reduced fares are available. CLAIMANT: City of Arcadia CONTACT PERSON: Linda Hui TELEPHONE: (626) 574 -5435 DATE: FISCAL YEAR: 20010 -11 COUNTY STAFF: Los Angeles PAYMENT RECIPIENT: City of Arcadia ADDRESS: 240 West Huntington Drive Post Office Box 60021 Arcadia, CA 91006 -6021 ATTENTION: Jason Kruckeberg, Development Services Director PURPOSE Article 4 PUC 99260(a) CLAIM FORM TDA CLAIM FORM LTF PUBLIC TRANSPORTATION - ARTICLE 4 REQUESTED PAYMENT AND RESERVES 1. Payment from FY 2011 Allocation - Operations 2. Amount placed in Capital Reserve from current year allocation (Complete Table 2) 3. Total FY 2011 funding mark (1 + 2) Authorized Signature: Donald Penman, City Manager AMOUNT $174,004 $ 0 $174,004 CONDITION OF APPROVAL: Approval of this claim and payment by the County Auditor to this claimant are subject to funds being available and to the provisions that such monies will be used only in accordance with the terms and conditions set forth by this claim. CLAIMANT: City of Arcadia ADDRESS: ATTENTION: PURPOSE CAC, Section 6730 (a) CAC, Section 6730 (b) CAC, Section 6730 (c) CAC, Section 6731 (a) CAC, Section 6731 (b) CAC, Section 6731 (c) CLAIM FORM STATE TRANSIT ASSISTANCE FUND Pursuant to Sections 6730 -6735 of the California Administrative Code CONTACT PERSON: Linda Hui TELEPHONE: (626) 574 -5435 DATE: FISCAL YEAR: 20010 -11 COUNTY STAFF: Los Angeles PAYMENT RECIPIENT: City of Arcadia 240 West Huntington Drive Post Office Box 60021 Arcadia, CA 91006-6021 Jason Kruckeberg, Development Services Director REQUESTED PAYMENT AND RESERVES AMOUNT 1. Payment from Unallocated - Operations $ 46,697 2. Amount placed in Capital Reserve from current year allocation (Complete Table 2) $ 0 3. Total FY 2011 Fund Mark (1 & 2) $ 46,687 Authorized Signature: Donald Penman, City Manager CONDITION OF APPROVAL: Approval of this claim and payment by the County Auditor to this claimant are subject to monies being available and to the provisions that such monies will be used only in accordance with the terms and conditions set forth by this claim and SCAG Allocation Instructions. System Generated General Fund Prop. A Local Return 430,817 720,000 Prop. A Discretionary Carry Over Prop. C Discretionary 123,100 Prop. C Local Return 100,560 56,900 Prop. C 5% Security Prop. C Other (Specify) Measure R Bus Capital Measure R 15% Local Return Prop 1B PTMISEA Bridge Funds Prop 1B Transit Security Bridge Funds Other Local (Specify): TDA (ART 4) current from unallocated TDA from prior years reserves TDA (ART 8) 430,817 720,000 STA current from unallocated STA from prior years reserve 123,100 Other State (Specify): Prop 1B - PTMISEA 100,560 56,900 FTA Sec. 5309 (Sec. 3) FAU Grants FTA Sec. 5307(Sec. 9) 430,817 720,000 Other Federal (Assume 80/20 match) (Specify source) Table L -1 (A) HISTORICAL AND PROJECTED FINANCIAL STATUS SOURCE AND APPLICATION OF CAPITAL FUNDS BY YEAR OF EXPENDITURE ($ 000) MODE: SOURCE OF CAPITAL FUNDS: FEDERAL CAP ITAL GRANTS RANTS AND SUBVENTIONS APITAL GRANTS 2009 Audited 2010 Actual 2011 Planned TOTAL CAPITAL REVENUE TOTAL CAPITAL EXPENSES 538,522 538,522 900,000 900,000 Passenger Fares 69,241 72,187 72,000 Special Transit Service 31,576 10,421 46,697 Charter Service Revenues Auxiliary Transportation Revenues Non - transportation Revenues Prop. A 40% Discretionary 169,825 143,254 155,531 Prop. A 25% Local Return 841,986 912,350 1,087,762 Prop. A Incentive fund Prop. A Interest 13,238 BSIP 18,193 18,548 19,002 TSE Base MOSIP 51,498 43,975 46,480 Prop. C 40% Discretionary - FY 2009 STA Backfill 64,809 Prop. C 20% Local Return Prop. C 5% Security 6,294 4,941 4,179 Prop. C Interest 23,356 Other Local (Specify): Foothill Mitigation 10,078 5,050 5,625 Other Local (Specify): Measure R 20% - Bus Operations - 62,568 81,339 Other Local (Specify): Sales of replaced vehicles - 18,015 TDA Current from unallocated 283,766 177,970 174,004 STA Current from unallocated 31,576 10,421 46,697 Other State (Specify) TOTAL OPERATING REVENUES 1 ,482,457 1,570,681 1,692,619 TOTAL OPERATING EXPENSES 1,482,457 1,570,681 1,692,619 Table L - 1 (B) HISTORICAL AND PROJECTED FINANCIAL STATUS SOURCE AND APPLICATION OF OPERATING FUNDS BY YEAR OF EXPENDITURE SOURCE OF OPERATING FUNDS: FEDERAL CASH GRANTS AND REIMBURSEMENTS FTA Sec. 5307 (Sec. 9) Operating CMAQ (Operating) STATE CASH GRANTS AND REIMBURSEMENTS 2009 Audited 2010 Estimated 2011 Planned LOCAL CASH GRANTS AND REIMBURSEMENTS Total Capital Funds Reserved for Future Payment (Total A & B):$ (A) ( B ) PROJECT ANTICIPATED ANTICIPATED DESCRIPTION EXPENDITURE EXPENDITURE FY 2012 FUTURE YEARS TABLE 2(B) STA Total Capital Funds Reserved for Future Payment: $ PROJECT ( A ) ( B ) ANTICIPATED EXPENDITURE DESCRIPTION EXPENDITURE FUTURE YEARS FY 2012