HomeMy WebLinkAboutItem 11f - FY 24-25 TDA Article 4 Claim Forms (Funds for Arcadia Transit)
DATE: April 15, 2025
TO: Honorable Mayor and City Council
FROM: Jason Kruckeberg, Assistant City Manager/Development Services Director
By: Alana Johnson, Transportation Services Manager
SUBJECT: RESOLUTION NO. 7624 AUTHORIZING SUBMITTAL OF THE FISCAL
YEAR 2024-25 TRANSPORTATION DEVELOPMENT ACT – ARTICLE 4
CLAIM FORMS TO RECEIVE CAPITAL AND OPERATING FUNDS FOR
ARCADIA TRANSIT
CEQA: Not a Project
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
annual claim forms authorized by the City Council. Attached for City Council review and
approval is Resolution No. 7624, authorizing the City Manager to submit claim forms for
Fiscal Year 2024-25 TDA – Article 4 funds, which includes Local Transportation Fund
(“LTF”), State Transit Assistance (“STA”), and Senate Bill (“SB”) 1 funds, in a total amount
of $639,547. Once approved, the claim forms will be submitted to the Los Angeles County
Metropolitan Transportation Authority (“Metro”) for processing. It is recommended that the
City Council adopt Resolution No. 7624.
BACKGROUND
The California State Legislature adopted the Transportation Development Act – Article 4
(Senate Bill 325) in 1971 to generate revenue from retail sales tax and gasoline/diesel
sales tax for public transportation projects. The funds are allocated by the Southern
California Association of Governments (“SCAG”) via the Local Transportation Fund
(“LTF”) and the STA programs, based on area population and transit fare revenue
generated by an agency’s local transit system. Metro serves as the regional planning
agency for Los Angeles County and administers and processes the funds to each
participating municipal transit operator.
Local Transportation Fund (“LTF”) revenue is derived from one-fourth of one percent
(0.0025) of the retail sales tax collected statewide for transportation planning and mass
Resolution No. 7624 – FY 24-25 TDA Article 4 Claim Forms
April 15, 2025
Page 2 of 3
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 $462,989 in FY 2024-25 in LTF funds to operate Arcadia
Transit.
The State Transit Assistance (“STA”) fund was approved in 1980 as a secondary source
of revenue for SB 325, 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’s 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 $90,596 for FY 2024-25 in STA Funds for Arcadia Transit
operations.
Senate Bill 1 (“SB 1”), the Road Repair and Accountability Act of 2017, was signed into
law to augment the base of the STA program, essentially doubling the funding for this
program by generating funds through increased fuel taxes and vehicle registration fees.
The provisions of SB 1 included the establishment of a new State of Good Repair (“SGR”)
program, which apportions funds per year by formula, directly to California’s transit
operators and transportation agencies. This bill ensures continued maintenance and
improvement of both operational funding and capital investments in California’s
transportation system. The City of Arcadia has been allocated $68,716 in SB 1 STA funds,
which will be used towards transit operations, and $17,246 in SB1 SGR funds, which will
be reserved for future capital purchases such as transit vehicles.
DISCUSSION
In order to receive TDA – Article 4 funds, the City of Arcadia is required to submit claim
forms authorized by the City Council. Resolution No. 7624 authorizes the City Manager
to submit claim forms for FY 2024-25 TDA – Article 4 funds, which includes Local
Transportation Fund (“LTF”), State Transit Assistance (“STA”), and Senate Bill (“SB”) 1
funds, in a total amount of $639,547. Once approved, the claim forms will be submitted
to Metro for processing.
ENVIRONMENTAL ANALYSIS
The proposed action does not constitute a project under the California Environmental
Quality Act (“CEQA”), as it can be seen with certainty that it will have no impact on the
environment.
Resolution No. 7624 – FY 24-25 TDA Article 4 Claim Forms
April 15, 2025
Page 3 of 3
FISCAL IMPACT
The City of Arcadia will receive $462,989 in TDA – Article 4 LTF Funds, $90,596 in STA
Funds, and $68,716 in SB 1 STA Funds for FY 2024-25 to operate Arcadia Transit. These
funds are anticipated and included in projections to operate Arcadia Transit successfully.
Additionally, $17,246 in SB 1 SGR Funds will be reserved for future capital purchases.
The total amount of funds received will be $639,547. None of these funds are eligible to
be used as General Funds and must be expended on the transportation uses specified.
RECOMMENDATION
It is recommended that the City Council determine that the proposed action is not a project
under the California Environmental Quality Act (“CEQA”); and adopt Resolution No. 7624
authorizing submittal of the Fiscal Year 2024-25 Transportation Development Act – Article
4 Claim Forms to receive capital and operating funds for Arcadia Transit.
Attachment No. 1: Resolution No. 7624
Attachment No. 2: Draft Fiscal Year 2024-25 TDA Article 4 Claim Forms
RESOLUTION NO. 7624
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF ARCADIA,
CALIFORNIA, AUTHORIZING SUBMITTAL OF THE FISCAL YEAR 2024-
25 TRANSPORTATION DEVELOPMENT ACT -ARTICLE 4 CLAIM
FORMS TO RECEIVE CAPITAL AND OPERATING FUNDS FOR
ARCADIA TRANSIT
WHEREAS, the Transportation Development Act of 1971 ("TOA") (Chapter 1400,
Statutes 1971 (SB 325), and amendments thereto) makes certain funds available for
public transportation systems; and
WHEREAS, the TOA established two funding sources known as the Local
Transportation Fund ("L TF") and the State Transit Assistance ("STA") fund; and
WHEREAS, Senate Bill ("SB") 1 (Chapter 5, Statutes of 2017), known as the
Road Repair and Accountability Act of 2017, was signed into law, augmenting the base
of the STA program, thereby increasing the funding allocated to the program; and
WHEREAS, the provisions of SB 1 included the establishment of the State of
Good Repair ("SGR") program, which apportions funds per year by formula directly to
California's transit operators and transportation agencies; and
WHEREAS, the Arcadia City Council has adopted a budget for Arcadia Transit
for the 2024-25 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.
1
Attachment No. 1
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 and directs the City Manager or their
designee to execute and file a claim with Metro for TOA -Article 4 funds, and to take
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 15th. day of April, 2025.
ATTEST:
City Clerk
APPROVED AS TO FORM:
Michael J. Maurer
City Attorney
Mayor of the City of Arcadia
2
Public Transportation System Claim
CHECKLIST OF ITEMS FILED
FISCAL YEAR:
CLAIMANT: City of Arcadia DATE: April 15, 2025
The items checked below are enclosed in connection with the claim filed herein:
X 1.Pages 1 and 2 for TDA and STA
(See instructions for completing the form in the instruction package).
X 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.)
X 3.Standard Assurances for Claimants
X 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.
X 7. Employee Retirement System Certification Statement
8.Proof of Funding Obligation
Submit tangible evidence of imminent need for capital reserve
drawdowns.
9.Cooperative Agreement or Contract
Submit copies if applicable.
X 10.TDA Reserves Held by County Auditor (Table 2)
X 11.California Highway Patrol Certification (Pull Notice)
Current within 13 months.
Attachment No. 2
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: 2023-24
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 nonurbanized 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.
11a. USE OF FEDERAL FUNDS
Claimant filing a claim for TDA funds for capital intensive projects
2.2.1 pursuant to PUC Sec. 99268.7 certifies that it has made every
2.2.8 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 Initial
12. CHP CERTIFICATION _____
Claimant filing a claim for Local Transportation Funds has included
2.2.9 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. This requirement is
suspended until July 1, 2026.
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.
*STA Claimants Only.
City of Arcadia
_________________________________________
Jason Kruckeberg, Assistant City Manager/
Development Services Director
CLAIM FORM
TDA CLAIM FORM
LTF PUBLIC TRANSPORTATION - ARTICLE 4
CLAIMANT: City of Arcadia
CONTACT PERSON: Alana Johnson TELEPHONE: (626) 574-5408
DATE: April 15, 2025 FISCAL YEAR: 2024-25 COUNTY STAFF: Los Angeles
PAYMENT RECIPIENT: City of Arcadia
ADDRESS: 240 W. Huntington Drive
Post Office Box 60021
Arcadia, CA 91066-6021
ATTENTION: Jason Kruckeberg
Assistant City Manager/Development Services Director
PURPOSE REQUESTED PAYMENT AND RESERVES AMOUNT
Article 4 1. Payment from FY Allocation -
PUC 99260(a) Operations $462,989____________
2. Amount placed in Capital Reserve from
current year allocation (Complete
Table 2) $__________________
3. Total FY 2025 funding mark (1+2) $__________________
Authorized Signature: ____________________________________________________
Jason Kruckeberg
Assistant City Manager/Development Services Director
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.
CLAIM FORM
STATE TRANSIT ASSISTANCE FUND
STA Regular
Pursuant to Sections 6730-6735 of the California Administrative Code
CLAIMANT: City of Arcadia
CONTACT PERSON: Alana Johnson TELEPHONE: (626) 574-5408
DATE: April 15, 2025 FISCAL YEAR: 2024-25 COUNTY STAFF: Los Angeles
PAYMENT RECIPIENT: City of Arcadia
ADDRESS: 240 W. Huntington Drive
Post Office Box 60021
Arcadia, CA 91066-6021
ATTENTION: Jason Kruckeberg
Assistant City Manager/Development Services Director
PURPOSE REQUESTED PAYMENT AND RESERVES AMOUNT
( ) CAC, Section 6730 (a) 1. Payment from Unallocated -
Operations $90,596____________
( ) CAC, Section 6730 (b)
( ) CAC, Section 6730 (c) 2. Amount placed in Capital
( ) CAC, Section 6731 (a) Reserve from current year
( ) CAC, Section 6731 (b) allocation $___________________
( ) CAC, Section 6731 (c) (Complete Table 2)
3. Total for 1 & 2 = STA Regular Allocation $___________________
Authorized Signature: ____________________________________________________
Jason Kruckeberg
Assistant City Manager/Development Services Director
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.
CLAIM FORM
STATE TRANSIT ASSISTANCE FUND
SB1 STA and SB1 STATE OF GOOD REPAIR
Pursuant to Sections 6730-6735 of the California Administrative Code
CLAIMANT: City of Arcadia
CONTACT PERSON: Alana Johnson TELEPHONE: (626) 574-5408
DATE: April 15, 2025 FISCAL YEAR: 2024-25 COUNTY LTF: Los Angeles
ADDRESS: 240 W. Huntington Drive
Post Office Box 60021
Arcadia, CA 91066-6021
ATTENTION: Jason Kruckeberg
Assistant City Manager/Development Services Director
PURPOSE REQUESTED PAYMENT AND RESERVES AMOUNT
( ) CAC, Section 6730 (a) 1. Payment from SB1 STA Funds
Operations $68,716________ ____
( ) CAC, Section 6730 (b)
( ) CAC, Section 6730 (c) 2. Amount placed in Capital
( ) CAC, Section 6731 (a) Reserve from current year
( ) CAC, Section 6731 (b) allocation (SB1 STA Funds) $___________________
( ) CAC, Section 6731 (c) (Complete Table 2)
3. Total for 1 & 2 = SB1 STA Allocation $___________________
4. SB1 SGR Capital Funds $17,246_____________
(Complete Table 2)
5. Total for 1, 2, 3 & 4 = SB1 STA/SGR
Allocation $85,962_____________
Authorized Signature: ____________________________________________________
Jason Kruckeberg
Assistant City Manager/Development Services Director
CONDITION OF APPROVAL:
Approval of this claim and payment by the County Auditor to this claimant are subject to
monies being available and to the provisions that such monies will be used only in accordance
with the terms and conditions set forth by this claim and SCAG Allocation Instructions.
Table L-1 (A)
HISTORICAL AND PROJECTED FINANCIAL STATUS
SOURCE AND APPLICATION OF CAPITAL FUNDS
BY YEAR OF EXPENDITURE ($ 000)
MODE:
SOURCE OF CAPITAL FUNDS: 2023 2024 2025
Audited Actual Planned
FEDERAL CAPITAL GRANTS
FTA Sec. 5309 (Sec. 3)
FAU Grants
FTA Sec. 5307(Sec. 9) 0 0 0
Other Federal (Assume 80/20 match) (Specify source)
STATE CAPITAL GRANTS AND SUBVENTIONS
TDA (ART 4) current from unallocated 0 0 0
TDA from prior years reserves
TDA (ART 8)
STA current from unallocated 0 0 0
STA from prior years reserve
SB1 SGR 0 0 0
Other State (Specify)
LOCAL CAPITAL GRANTS
System Generated
General Fund
Prop. A Local Return 0 0 0
Prop. A Discretionary Carry Over
Prop. C Discretionary
Prop. C Local Return
Prop. C 5% Security
Measure R Clean Fuel Bus Capital
Measure R 15% Local Return 0 0 0
Prop 1B PTMISEA Bridge Funds
Prop 1B Transit Security Bridge Funds
Other Local (Specify): Measure M Local Return
TOTAL CAPITAL REVENUE 0 0 0
TOTAL CAPITAL EXPENSES 0 0 0
Table L-1 (B)
HISTORICAL AND PROJECTED FINANCIAL STATUS
SOURCE AND APPLICATION OF OPERATING FUNDS
BY YEAR OF EXPENDITURE ($ 000)
SOURCE OF OPERATING FUNDS: 2023 2024 2025
Audited Actual Planned
FEDERAL CASH GRANTS AND REIMBURSEMENTS
FTA Sec. 5307 (Sec. 9) Operating
Other Federal (COVID Emergency – ARPA/CRRSAA) 0 984 0
STATE CASH GRANTS AND REIMBURSEMENTS
TDA Current from unallocated 1,032 560 463
STA Current from unallocated/SB1 STA 99 114 159
LOCAL CASH GRANTS AND REIMBURSEMENTS
Passenger Fares 7 8 8
Special Transit Service
Charter Service Revenues
Auxiliary Transportation Revenues
Non-transportation Revenues
Prop. A %40 Discretionary 224 241 233
Prop. A %25 Local Return 372 125 1,144
Prop. A Incentive fund
Prop. A Interest
BSIP 24 24 25
TSE
Base
MOSIP 65 69 68
Measure R 15% Local Return 248 83 763
Prop. C %5 Security 4 8 6
Foothill Mitigation 15 17
Measure M 20% - Bus Operations 178 222 188
Measure R 20% - Bus Operations 178 222 189
TOTAL OPERATING REVENUES 2,447 2,256 3,238
TOTAL OPERATING EXPENSES 2,447 2,256 3,238
TABLE 2
TDA
Total Capital Funds Reserved
for Future Payment (Total A & B):$___________________
(A) ( B )
PROJECT ANTICIPATED ANTICIPATED
DESCRIPTION EXPENDITURE EXPENDITURE
FY 2026 FUTURE YEARS
TABLE 2(B)
STA
Total Capital Funds Reserved
for Future Payment: $_________________________________
PROJECT ( A ) ( B )
ANTICIPATED EXPENDITURE
DESCRIPTION EXPENDITURE FUTURE YEARS
FY 2026
TABLE 2(C)
SB1 STA/SGR
Total Capital Funds Reserved
for Future Payment: $17,246______________
PROJECT ( A ) ( B )
ANTICIPATED EXPENDITURE
DESCRIPTION EXPENDITURE FUTURE YEARS
FY 2026
Future Bus Replacement $17,246