HomeMy WebLinkAbout11/14/1989, C-7 - CONSIDERATION OF APPROVING THE 1989-90 ANNUAL CLAIM FOR TRANSPORTATION DEVELOPMENT ACT FUNDS TOTALI 1
pp MEETING DATE:
����ll�l�llllA 111 city of San Luis OBISPO Nov. 14 1989 ONGe
COUNCIL AGENDA REPORT ITEM NUMBER:
FROM: Nancy Rnofle , Transit Manager VIA: John Dunn, CAO
SUBJECT: Consideration of approving the 1989-90 annual claim for
Transportation Development Act funds totaling $820,401
CAO RECOMMENDATION: Adopt the resolution approving the annual TDA
claim.
BACKGROUND
Transportation Development Act (TDA)
The Transportation Development Act (TDA) provides the major source
of funding for public transportation through the regional
transportation planning agencies (for the County of SLO, this
agency is the SLO Area Coordinating Council) . This public
transportation funding source is called the county Local
Transportation Fund (LTF) . LTF has been in existence since 1972.
Local Transportation Fund (LTF)
In each county, TDA creates a LTF for the transportation purposes
specified in the Act. Revenues to the LTF are derived from 1/4
cent of the 6 cents retail sales tax collected statewide. The LTF
J is returned by the State Board of Equalization to each county
according to the amount of tax collected in that county.
Payments from the LTF are made by the county auditor, but only in
accordance with written allocation instructions issued by the SLO
Area Coordinating Council.
CITY OF SLO TDA CLAIM
In accordance with TDA, transit services are the first spending
priority (such as SLO Transit and the regional transit systems) .
Once all of the "transit needs that are reasonable to meet" are met
(this determination is made annually by the SLO Area Coordinating
Council, after a public hearing and review process) , then any
remaining money can be spent on the second priority--street work.
For fiscal year 1989-90, the. City's total entitlement amounts to
$820,401. In order to receive the TDA money apportioned to the
City, an annual claim must be filed which describes how the City
will spend the money. For the Council's review, this claim is
attached.
city of san lugs oBispo
COUNCIL AGENDA REPORT
Page 2
FISCAL IMPACT
The TDA claim requests that the entitlement be spent in the
following manner.
TDA Allocation
SLO Transit $324 , 578
SLO Regional Transit Authority 138 , 590
Street Work 357 , 233
TOTAL $820, 401
The TDA claim further states that if an additional TDA
apportionment becomes available this fiscal year, the money will
be programmed for street work unless there are unanticipated
transit expenditures.
CAO RECOMMENDATION
Adopt the resolution approving the annual TDA claim.
NK
attachments: Resolution
TDA Claim
�._ RESOLUTION NO. (1989 SERIES)
A RESOLUTION APPROVING THE ANNUAL CLAIM
FOR MONEY FROM THE LOCAL TRANSPORTATION FUND
BE IT RESOLVED by the Council of the City of San Luis Obispo as
follows:
1. To approve the 1989-90 annual claim for local
transportation funds.
2. To authorize the Transit Manager to execute the
appropriate claim forms.
3. To direct the City Clerk to forward one executed copy of
the claim and a certified copy of this resolution to:
San Luis Obispo Area Coordinating Council
County Government Center
San Luis Obispo, CA 93408
On motion ofd by ,
and on the following roll call vote:
AYES:
NOES:
ABSENT:
the foregoing Resolution was passed and adopted this day
of , 1989.
MAYOR RON DUNIN
ATTEST:
CITY CLERK PAMELA VOGES
APP
Ci dministrative Officer Finance Director
u
A or
L� �-3
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FY 89/90
CITY OF SAN LUIS OBISPO
TRANSPORTATION DEVELOPMENT ACT
ANNUAL PROJECT AND FINANCIAL PLAN
Briefly describe all proposed projects (title and descriptions) the proposed use of these
funds (by Article and Section of the Transportation Development Act) and the proposed
expenditures for the ensuing year for all TDA funds including local transportation funds
(previously SB 325) and State Transit Assistance Funds.
Project Title and
Brief Description Purpose: PUC Article/Section Amount
LOCAL TRANSPORTATION FUND
# 1 SLO Transit Public Transportation $ 324,578
A local fixed-route Article 4, Section 99260(a)
transportation system
operated by the City
of San Luis Obispo
# 2 SLORTA Public Transportation $138,590
A Regional Transit Article 4, Section 99260(a)
system connecting sur-
rounding cities with San
Luis Obispo with fixed
routes and serving handi-
capped residents with
door-to-door services
(Runabout).
# 3 Fund Miscellaneous Local streets, roads, $ 357,233
Construction, reconstruc- pedestrian and bicycle
tion and maintenance facilities, Article 8
projects not inconsistent Section 99400(a)
with the adopted Regional
Transportation Plan
1) Total Claim for LTF funds $820,401
2) Total claim for STA Funds $__O_
Tota
0-
Total TDA Claim $820,401
CLAIMANT
SLOACC ACTION: Approved CERTIFIED:
Date: July 5, 1989 By:
Agenda Item: A-1 Title: Transit Manager
Resolution # 89-03 Date:
DH/cl/5204-1/97
08-10-89
ANNUAL CLAIM
FOR LOCAL TRANSPORTATION FUNDS AND
STATE TRANSIT ASSISTANCE FUNDS
CLAIM NO. : TDA-SLO-89/90
FISCAL YEAR: 1989/90
TO: San Luis Obispo Area Coordinating Council
County Government Center
San Luis Obispo, Ca. 93408
FROM: CLAIMANT: CITY OF SAN LUIS OBISPO
ADDRESS: P. 0. Bog 8100
CITY: San Luis Obispo, CA ZIP CODE: 93403
CONTACT PERSON: Nancy Rnofler PHONE NO. : 549-7122
This claimant, qualified pursuant to Section 99203 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
for the purposes and in the respective amounts as described in the attached
Project and Financial Plan claim form.
Total LTF/STA funds being claimed are: $8209401
J a) Annual (LTF) apportionment $830,401
b) Annual (STA) Funds $ -0-
Operator Revenues $ -0-
Apportionment $ -0-
City of San Luis Obispo
Claimant
By:
Title: Transit Manager
Date:
This claim was approved by San Luis Obispo Area Coordinating Council at
their July 5, 1989 meeting by Resolution No. p8,9,--03.
//�- l • ` (�� Title: 1 'SGB/jv� /�alUA4�K
Date:
�- DH/cl/3896-1/113/pg. 7
08-10-89
TRANSPORTATION DEVELOPMENT ACT CLAIM REQUIREMENTS
AND CERTIFICATIONS
1989/90
Jurisdiction � ... ,_ , FY
F I L I NG RLQ I-REMENTS
Please submit the following items as marked.
I . The signed TDA Claim form.
2. A certified copy of a resolution or minute order authorizing the
claims and approving basic purposes for which they are filed.
3. A completed annual project and financial plan identifying all
proposed LTF and STA expenditures.
4. A budget or proposed budget for the fiscal year of the claim or
portion thereof pertaining to transportation (CAC Section
6734a) . The statement shall specifically identify the estimated
amount of the claimant's maximum eligibility for LTF and STA
funds as defined in CAC Section 6634.
5. A statement of projected or estimated revenues and expenditures
for the prior fiscal year pertaining to transportation (CAC
1
Section 6734b) .
6. A statement identifying actions to comply with the prior year's
fiscal audit recommendations (PUC Section 99245) .
7. A statement identifying and substantiating the reason or need for
any increase in transportation operating budget in excess of 15%
above the preceding year, an substantial increase or decrease in
scope of operations, or any capital provisions for major new
Fixed facilities (PUC Section 99266; CAC Section 6632) .
8. A statement identifying efforts made to implement the transit
productivity improvements and performance audit recommendations
(PUC Section 99244/CAC Section 6754(b) ( 1 ) ) , making specific
reference to each recommended improvement.
9. A certificate from the California Highway Patrol per Section
1808. 1 of- the Vehicle Code (PUC Section 99251 ) for jurisdictions
operating transit systems (pull notice program, bus facility
inspection) .
- 10. A California Highway Patrol certificate of compliance with
General Purpose Paratransit Vehicles (GPPV) inoection and driver
certification requirements per California Code of Regulations
Sections 1201 through 1208.
( 1 )
V
CERTIFICATIONS
By signing below. the authorized transit official certifies compliance
with all of the appropriate certifications.
11 . Verification of compliance with the prior Unmet Needs hearing
findings (either included in the city/county budget or included
in attached claim) (CAC Section 6754c) , including:
a. Senior Van operating subsidy ($2,400/year) and mandatory
insurance coverage (Note: Recommend funding through
General Fund Budget, rather than TDA claim, due to reporting
requirements) ;
b_ Local share of community/regional transit systems (CAC
Section 6754(2) (5) .
12. Verification the proposed expenditures are in conformity with the
Regional Transportation Plan (CAC Section 6754. 1 ) .
13. The transit system operator does not routinely staff a transit
vehicle designed to be operated by one person with two or more
persons (PUC Section 99264) ; or is not precluded by contract from
employing part time drivers or from contracting with common
carriers of persons operating under a franchise or license (CAC
Section 6754 (b) (2) ) .
14. Existing and projected farebox ratios are as listed below (PUC
Section 99268. 1 ,2,3,5; CAC Section 6633.2, 6754(2) ) .
a. Fiscal Year 1988/89 Farebox Ratio 380 estimate)
b. Projected Fiscal Year 1989/90 Farebox Ratio _ •40'
C. Verification that the level of passenger fares and
charges is sufficient to meet fare revenue
requirements.
15. The transit system under your sole jurisdiction meets eligibility
requirements under the funds test (CAC Section 6634; 6754(2) (4) ) .
Estimated 1989/90 Operating Cost 492,928
Less depreciation, amortization 42,511
and vehicle lease costs
Net Operating Costs 450,417
Less amount of fare revenues required 45,042
to meet your minimum farebox revenue
Maximum amount receivable 405,375
for transit system -- --
16. Full use is being made of federal funds (UMTA Section 18 Grants)
available under the Urban Mass Transportation Act for
transportation purposes (CAC Section 6754(a) (3) ) .
(2)
e- 7-
17. Compliance will be maintained with the adopted transfer pass — \
policy• (PUC Section 99282. 99282.5) .
18. Compliance will be maintained with PIJC Section 99155 relative to
reduced transit fares and identification cards for senior
citizens and disabled persons.
19_ Conditions placed upon the claim by action of the San Luis Obispo
Area Coordinating Council will be met in a timely fashion,
including the following.
a. Payment of the second quarterly payment will be
conditional upon receipt of the Annual Report of Transit
Operators to be submitted yearly by the end of September to
the State Controller and the Area Council (PUC Section
99243) .
b. Monthly operating data will be submitted to the Area
Council for any transit system operated.
Signature of Authorized Official Date
Certifying Compliance
Nancy Knofler
Transit Hanager
dh/certs
8/11/89
(3)
FILING REQUIREMENTS
SLO TRANSIT
1. TDA Claim form (enclosed)
2. resolution (enclosed)
3.- annual project and financial plan (enclosed)
4. SLO TRANSIT, ADOPTED OPERATING BUDGET, FISCAL YEAR 1989-90
REVENUES
Passenger Fares $ 168,350
TDA-LTF Allocation 324.578
TOTAL S 492,928
EXPENDITURES
Vehicle Operations $ 289,400
Vehicle Maintenance 85,028
Non-Vehicle Maintenance 5,300
Administration 64,000
General Government 49.200
TOTAL S 492,928
5,6. Fiscal Audit (CAC Section 6734b, PUC Section 99245). FY 1988-89
audit will be available for SLOACC review in November 1989.
7. Not applicable.
8. Performance.Audit (PUC Section 99244/CAC.Section 6754(b)(1)).
The City has implemented programs addressing the productivity
recommendations. A letter was previously sent to SLOACC, dated
November 19, 1987, regarding this matter. The most recent audit
is in draft form at this time.
9. The CHP has not inspected the bus facility nor have they
provided the contractor with a certificate. However, the
contractor is current with the program and a sample DMV printout
is enclosed.
10. Not applicable.
Signature of Authorized Official Date -
Nancy Knofler
Transit Manager
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