HomeMy WebLinkAbout12/15/1998, 6 - STATE AND FEDERAL TRANSIT GRANTS FOR 1998-99 PUBLIC HEARING ON FEDERAL PROGRAM OF PROJECTS FOR 1998-99 council
j acEnaa Report
CITY OF SAN LUIS OBISPO
FROM: Michael D.McCluskey,Public Works Director
Prepared by: David Elliott,Administrative Analyst
SUBJECT: State and Federal Transit Grants for-1998-99
Public Hearing on Federal Program of Projects for 1998-99
CAO RECOMMENDATIONS:
1. By motion, approve the 1998-99 Annual Claim for Transportation Development Act grants in
the amount of$1,122,486
2. By resolution,authorize the Public Works Director to apply for a grant from the Federal
Transit Administration in the amount of$386,000
3. By motion, approve additional CIP expenditure appropriations in the amount of$186,300 for
the Bus Maintenance Yard Expansion project and$6,000 for the Bus Stop Improvements
project.
4. By motion, approve splitting off the Downtown Transfer Center($625,000) and the Railroad
Recreation Trail -Phase 2 project($400,000) from the Multimodal Transportation Center
project budget
5. By motion, approve additional operating expenditure appropriations in the amount of
$30,900 for the Connector electric shuttle service and$14,900 for extra tandem service
6. By motion,approve amendments which will bring the 1998-99 budget into conformance with
anticipated revenues and expenses
DISCUSSION
Background
SLO Transit receives nearly all of its annual revenue from four sources:
1. State Transportation Development Act(TDA) grants
2. Federal Transit Administration(FTA) grants
3. Contributions from Cal Poly
4. Cash and pass fare revenue
Each year the City must submit a claim for TDA grants and an application for FTA grants. Also,
because the amounts available sometimes differ from the amounts budgeted, appropriations must
be adjusted.
TDA Claim
The Transportation Development Act of 1972 annually apportions state sales tax revenue to local
agencies for their approved transportation programs and projects. These apportionments are
made through two local funds,the Local Transportation Fund (LTF) and the State Transit
Assistance Fund(STAF), which are administered in this county by the San Luis Obispo Council
of Governments (SLOCOG). City policy(page B-11 of the 1997-99 Financial Plan) restricts use
of all TDA revenue to alternative transportation, such as transit,bike, and pedestrian programs
and projects. The TDA stipulates that at least two percent of the LTF apportionment(after
deducting initial contributions for regional agencies)be used for bicycle and pedestrian projects.
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Council Agenda Report -gate and Federal Transit Grants for 1998-99
Page 2
The TDA apportionments available to the City in 1998-99 amount to$946,555 from the LTF and
$175,931 from the STAR The City's 1998-99 annual claim requests alloca_tion of these
apportionments for the following purposes:
LTF Allocations:
City Share of Regional Transit Cost $291,400 '
Bicycle and Pedestrian Education 19,505
Local Share of SLO Transit Operations in 1998-99 620,050
Local Share of Capital Cost of Contracting 10,000
Local Share of Bus Yard Lot Resurfacing 4,000
Transit Share of Financial Mgmt.Information System 1,600
Total LTF Allocations $946,555
STAF Allocations:
Additional Local Share of Bus Maint.Bldg.Expansion $77,931
Additional Local Share of Downtown Transfer Center 98,000
Total STAF Allocations $175,931
Total TDA Allocations $1,122,486
1 This amount does not come to the City but goes directly to Regional Transit.
The STAF allocation comes from apportionments for three fiscal years: 1996-97, 1997-98, and
1998-99. TDA regulations prohibited the City from claiming this money in 1996-97 and 1997-
98 because SLO Transit's operating cost per hour for 1995-96 and 1996-97 increased more than
the Consumer Price Index. The primary causes were added staffing in 1995-96 and fixed
contract cost increases in 1996-97. As operating costs stabilized in 1997-98,the City became
eligible to claim past and current STAF apportionments.
FTA Grant Application
After the 1990 census,the City was classified as an urbanized area and became eligible to receive
FTA formula grants for operating and capital assistance. To apply for these grants,the Council
must annually 1)hold a public hearing on the proposed "program of projects" which will use
federal transit assistance and 2) adopt a resolution authorizing the Public Works Director to file a
grant application and execute the grant agreement. The grant agreement requires annual
certifications of compliance with regulations regarding civil rights, procurement procedures, and
substance abuse. Authorizing the Public Works Director to apply for the grant and execute the
agreement is the procedure recommended by state and federal officials who administer these
grants.
The FTA grant application for 1998-99 will request$386,000 for the following purposes:
FTA Share of SLO Transit Operations in 1998-99 $330,000
FTA Share of Bus Yard Lot Resurfacing 16,000
FTA Share of Capital Cost of Contracting 40,000
Total FTA Allocations $386,000
The last two projects listed above have corresponding local shares covered by TDA allocations.
The financing ratio for these projects is 80 percent FTA and 20 percent TDA.
The federal legislation authorizing FTA grants each year is typically passed well after the start of
the City's fiscal year. (The federal fiscal year starts on October 1.) For that reason, Public
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Council Agenda Report-State and Federal Transit Grants for 1998-99
Page 3
Works waits until late fall each year to begin putting together the grant application. The recently
enacted legislation abolished restrictions on how much of the FTA apportionments can be used
for operations. This is good news for SLO Transit,because it grants a great deal of flexibility in
striking the right balance between operations and capital improvement.
Additional Expenditure Appropriations Requested
With grant allocations carried over from prior years,Public Works is requesting the additional
expenditure appropriations and transfers shown below:
Current Amended Source of
Budget Budget Additional Revenue
Bus Maintenance Yard Expansion $210,700 $397,000 Carryover TDA Allocations
Bus Stop Improvements 1,500 7,500 Carryover FTA Allocations
Downtown Transfer Center 0 625,000 ' Carryover TDA Allocations
RR Recreation Trail-Phase 2 0 400,000 Z Carryover STP/SHA Grant
The Connector Electric Shuttle 0 30,900 Carryover PVEA Grant
Extra Tandem Service 0 14,900 Carryover TDA Allocations
$212,200 $1,475,300
1 $527,000 of this amount is currently included in the Multimodal Transportation Center project budget
2 All of this amount is currently included in the Multimodal Transportation Center project budget
Bus Maintenance Yard Expansion. The original construction budget for the Bus Maintenance
Yard Expansion was$355,000,but the estimated construction cost was$395,300 without
contingencies. When the project was originally set to go out for construction bids in 1996,there
were no transit-related sources available for any additional money. Besides, money was
desperately needed just to maintain existing levels of service. For these reasons,the project
budget was reduced to$210,700--the minimum amount possible with the combination of FTA
and TDA grants available—pending the availability of more money for construction. More
money is now available from two sources: 1) $77,900 in TDA-STAF apportionments which the
City could not claim in past years (as explained earlier in this report) and 2) $108,400 in TDA-
LTF apportionments which were not used in 1997-98. The amounts needed to get the project
under construction are itemized below:
Architect Fees to Prepare Construction Documents for Bidding $15,000
Construction Costs 332,500
Construction Management and Testing Costs 20,000
Contingencies 29,500
$397,000
Bus Stop Improvements Project While reviewing the status of FTA grant reimbursements over
the last four years,Public Works discovered that there is still $6,000 in revenue available from a
previous grant for bus stop improvements, although this money has not been appropriated to the
Bus Stop Improvements project account. The project account has a current balance of$1,500
appropriated from TDA grants. The new budget of$7,500 ($6,000 from FTA and$1,500 from
TDA)will be used mostly for shelters,benches,and signs needed when route and schedule
modifications are made in fall 1999.
Downtown Transfer Center. The original Multimodal Transportation Center project budget was
based on revenue from the five sources shown on the next page
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Council Agenda Report-State and Federal Transit Grants for 1998-99
Page 4
State Transit Capital Improvement(TCI)Grant $582,000
State Proposition 116 Grant 1,017,000
Federal STP/SHA Grant 500,000
FTA Grant 600,000
TDA Grant 27,000
$2,726,000
Since the original budget was set up, this project has evolved into two separate projects: one
located near Railroad Square(the Multimodal Transportation Center, or MMTC) and one located
on Osos Street next to City Hall (the Downtown Transfer Center, or DTC). For this reason the
existing project budget should be split into two separate project budgets. Based on discussions
with the state and federal officials who administer the grants for these projects,the most
acceptable and expedient way to divide the budgets would be to allocate not less than$500,000
of the FTA grant for the DTC. This allocation would require a$125,000 local match,which
cannot be covered by State TCI, State Proposition 166,or Federal STP/SHA grants. Public
Works recommends an appropriation based on the following sources:
Transfer of FTA Revenue from the MMTC Budget $500,000
Transfer of TDA-LTF Revenue from the MMTC Budget 27,000
Appropriation of Unused TDA-STAF Revenue from Prior Years 98,000
$625,000
Railroad Recreation Trail-Phase 2. The MMTC project originally included constructing Phase
2 of the Railroad Recreation Trail,which would link the MMTC via the Jennifer Street Bridge
with Phase 1 of the Railroad Recreation Trail. $400,000 of the$500,000 federal STP/SHA grant
for the MMTC was allocated for construction of the Phase 2 trail. As plans for the MMTC and
the DTC have evolved,Public Works has decided to split the Phase 2 trail off as separate project
in order to expedite construction. SLOCOG, the agency which approved allocation of federal
STP/SHA grants,has concurred with and authorized this split. STP/SHA grants do not require a
local match.
The Connector Electric Shunle. The Connector started operating in October 1998 and uses an
electric bus on loan from PG&E to provide shuttle service linking downtown with the Madonna
Road shopping area and the Monterey Street hotels and motels. The cost of this service in 1998-
99 will be$30,900,to be covered by an approved Petroleum Violation Escrow Account(PVEA)
grant which was pending execution by the state when this report was written. Revenue and
expenditure appropriations were not made when the grant was executed by the CAO in
November 1998 but they are addressed in the fiscal impact section of this report.
Extra Tandem Service. When the 1998 fall quarter at Cal Poly started,buses traveling to and
from the campus during peak hours became extraordinarily overcrowded. As a result,there were
chronic service delays, and riders were often left at bus stops because the was no room on the
buses. To quickly resolve this problem, Public Works asked the transit service contractor to
immediately add extra sections of scheduled service during peak hours. This additional service
solved the problem, and the additional cost in 1998-99 will be$14,900. Money is available from
TDA-LTF apportionments not used in 1997-98.
Substantial Future Increases in State and Federal Grants
The recent federal legislation which authorized the FTA apportionments for 1998-99 also
dramatically boosted the amount of revenue which should be available through FTA grants in the
future. Over the next five years,there should be about$1.1 million more available from FTA
than previously expected. Also,there should be about$300,000 more available from TDA grants
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Council Agenda Report-State and Federal Transit Grants for 1998-99
Page 5
over the same period. This additional$1.4 million (about$280,000 per year) should be used for
service expansion and capital improvement,but these uses must be carefully planned and
implemented with consideration for existing policy, the need for balance, and timing constraints.
Public Works discussed this issue with the Mass Transportation Committee (MTC) on November
3, 1998 and laid out a schedule for planning and implementing service expansions to take effect
in September 1999.
FISCAL IldPACT
Because the amounts for both TDA and FTA grants differ from the amounts in the 1998-99
budget,the amendments shown in the table on the next page are needed to bring the budget into
conformance with the TDA claim and the FTA grant application.
One amendment in the table warrants additional explanation: reducing the allocation of TDA
revenue to the general fund from$39,000 to$19,500. This reduction reflects a change in
workload for the regular transportation assistant in Public Works. At a study session in May
1998 the Council approved adding resources to accomplish the routine,technician-level traffic
engineering workload and free up time for the traffic engineer to work on professional-level
tasks. Before this change, the transportation assistant worked half-time on traffic engineering
and half-time on promotion of bicycle and pedestrian transportation. Under those circumstances
TDA revenue could pay for the portion of time spent on bicycle and pedestrian transportation.
With the transportation assistant working exclusively on traffic engineering,though, the general
fund must pay the full cost of salary and benefits. (TDA revenues still pay$19,500 for the cost
of printing and advertising associated with promoting bicycle and pedestrian transportation.)
Attachments:
Resolution for FTA Grant Application
FTA Program of Projects
Note: The TDA Claim documents are available for review in the City Clerk's office
Stare and Federal Transit Grana 1998-99
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SUMMARY OF RECOMMENDED BUDGET AMENDMENTS
Current Amend- Revised
Budget meat Budget Reason for Change
Transit Fund
Revenues
Current Year TDA-LTF Grants $679,500- ($43,900) $635,600- less money available
Prior Year TDA-LTF Grants 140,900' 97,600 238,500 more money available
Current Year TDA-STAF Grants 0 58,300- 58,300 eligibility established
Prior Year TDA-STAF Grants 0 117,600' 117,600 eligibility established
Current Year FTA Grants 0 386,000 386,000 new grant
Prior Year FTA Grants 1,218,400 107,000 1,325,400 budgeted incorrectly
Grants for the Multi-Modal TC 2,040,000 (341,000) 1,699,000 money transferred
PVEA Grant for the Electric Shuttle 0 30,900 30,900 new grant
Cal Poly Contributions 174,600 0 174,600 no change
Fare Revenue 136,500 12,800 149,300 better estimates available
Interest Earnings 2,600 0 2,600 no change
- Total Transit Fund Revenues $4,392,500 $425,300 $4,817,800
Expenditures
Employee Expenditures $72,500 ($28,300) $44,200 manager position vacant
Purchased Transportation 1,002,400 45,800 1,048,200 service added
Other Direct Operating Expenditures 30,200 0 30,200 no change
Indirect Operating Expenditures 213,400 0 213,400 no change
Multi-Modal Transit Center 2,688,200 (926,000) 1,762,200 project split into two projects
Downtown Transfer Center 0 625,000 625,000 money transferred from MMTC
Bus Maintenance Facility Expansion 210,700 186AW 397,000 higher construction cost
Bus Stop Improvements 1,500 6,000 7,500 more money available
Other Capital Projects 166,400 0 166,400 no change
Potential MOA Adjustments 3,200 (3,200) 0 manager position vacant
Total Transit Fund Expenditures $4,388,500 ($94,300) $4,294,100
Revenues less Expenditures $4,000 $519,600 $523,700 see note below
Note: Reimbursement to be received for expenditures incurred in prior years:
Operating Costs for 97-98 $364,900
Capital Cost of Contracting for 96-97 48,000
Capital Cost of Contracting for 97-98 40,000
Bus Stop Improvements 34,000
Multi-Modal Transit Center Study 36,800
$523,700
Cgniral Outlay Fund
Revenues
STP/SHA Grant $0 $400,000 $400,000 money transferred from MMIC
Expenditures
RR Recreation Trail-Phase 2 $0 $400,000 $400,000 money transferred from MMTC
TDA Fund
Revenues
Current Year TDA-LTF Grants $39,000 ($19,500) $19,500 different amount required
General Fund
Revenues
Transfer from TDA Fund $39,000 ($19,500) $19500 different amount required
Expenditures
Bicycle/Pedestrian Promotion $18,400 $2,000 $20,400 different amount required
RESOLUTION NO. (1998)
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF SAN LUIS OBISPO
AUTHORIZING THE FILING OF APPLICATIONS WITH THE FEDERAL TRANSIT
ADMMgSTRATION FOR FEDERAL TRANSPORTATION ASSISTANCE
WHEREAS,the Federal Transit Administration has been delegated authority to award
Federal financial assistance for a transportation project; and
WHEREAS,a grant of Federal assistance will impose certain obligations upon the City
San Luis Obispo and may require the City of San Luis Obispo to provide the local share of
project costs; and
WHEREAS,the City of San Luis Obispo has or will provide all annual certifications and
assurances to the Federal Transit Administration required for the project;
NOW,THEREFORE,BE IT RESOLVED by the City Council of the City of San Luis
Obispo as follows:
1. that the City of San Luis Obispo is the designated recipient as defined by 49 U.S.C. 5307
(a)(2),
2. that the Public Works Director is authorized to execute and file an application for Federal
assistance on behalf of the City of San Luis Obispo with the Federal Transit
Administration for Federal assistance authorized by 49 U.S.C. Chapter 53,Title 23,
United States Code and other Federal statutes authorizing a project administered by the
Federal Transit Administration,
3. that the Public Works Director is authorized to execute and file with the application the
annual certifications,assurances, and other documents the Federal Transit Administration
requires before awarding a Federal assistance grant, and
4. that the Public Works Director is authorized to execute grant agreements with the Federal
Transit Administration on behalf of the City of San Luis Obispo.
Upon motion of seconded by and on
the following roll call vote:
AYES:
NOES:
ABSENT:
the foregoing resolution was adopted this day of 1998.
Mayor
ATTESTED: APPROVED:
City Clerk C' ey
FEDERAL TRANSIT ADMINISTRATION
GRANT APPLICATION
for
SLO TRANSIT
PROGRAM OF PROJECTS
FOR FISCAL YEAR 1998-99
Federal Apportionments:
For 1998-99 $634,100
From Previous Years $9,100
Federal Total
Project Amount Amount
Bus Yard Lot Resurfacing $16,000 $4,000
Capital Cost of Contracting 40,000 50,000
Operating Assistance 7/1/98 to 6/30/99 330,000 1,364,300
Net Project Cost $1,418,300
Federal Share $386,000
Local Share $1,032,300
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PLEASE NOTE.IF YOU ARE COMPLETING FORMS ON SCREEN,
USE ARROW KEYS OR TAB KEYS TO MOVE FROM LINE TO UNE
- There are 7Items Total-
Item 1. CLAIMANT INFORMATION
FISCAL YEAR: 1998/99
TO: San Luis Obispo Council of Governments
1150 Osos Street, Suite 202
San Luis Obispo, CA 93401
TEL 781-4255; FAX. 781-5703; e-mail slocog@slonet.org
FROM: AGENCY: City of San Luis Obispo
MAILING ADDRESS: 955 Morro Street
CITY: San Luis Obispo, CA
ZIP CODE: 93401
CONTACT NAME: David Elliott
PHONE: (805) 781-7209
TITLE: Administrative Analyst
DATE: 12/02/98
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. The total amounts correspond to the allocations
approved by the San Luis Obispo Council of Government on June 3, 1998.
a)Annual (LTF) $946,955
b)Annual (STA) Funds $175,931
TOTAL FUNDS BEING CLAIMED ARE: $19122,486
This claim was conditionally approved by the San Luis Obispo Council of Governments at a meeting on
June 3, 1998, by Resolution No. 98-09.
Shaded box below, SLOCOG Office Use Only
Ronald L. De Carli, Executive Director Date Claim #
The originaVmoddied daim received on is hereby approved.
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Item 2. CERTIFICATIONS
By providing the required information and marking each applicable box below, the authorized official
certifies compliance with all of the required TDA Certifications. (All claimants complete Part I,
Transit Claimants complete Part 11 as welo.
PART 1.
® The proposed expenditures are in conformity with the Regional Transportation Plan (CCR
6651).
® A jurisdictional fund will be established for pedestrian and bicycle allocations pursuant to PUC
99233.3 (JPAs and the CTSA exempt).
® Equivalent reduced transit fares and identification cards for senior citizens and disabled
persons are available pursuant to PUC 99155.
® Agency will program or implement services to meet all unmet transit needs per the adopted
1998 SLOCOG resolution if applicable.
® Prior to disbursement of TDA funds,the following documents will be submitted:
1. This claim for funds will be submitted to SLOCOG;and
2. State Controllers Report (LGFA) will be submitted to SLOCOG and the State Controller by
9/30/98; and
3. Three copies of a certified fiscal audit of all TDA funds received the prior fiscal year will be
submitted to SLOCOG (by December 31 for 2nd quarter payment).
NON-TRANSIT CLAIMANTS: Provide name of certifying representative and date below; You are
finished with the "CERTIFICATIONS" section -you can skip to Item 3- "ANNUAL PROJECT AND
FINANCIAL PLAN".
TRANSIT CLAIMANTS: PLEASE CONTINUE TO PART 11 OF THE "CERTIFICATIONS"SECTION.
William Statler
Name of Chief Financial Officer
Attesting to the reasonableness and accuracy of these statements.
12/02/98
Date
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PART II. ALL TRANSIT CLAIMANTS MUST ALSO COMPLETE THE FOLLOWING:
® Farebox ratio (fares/operating costs) for system is expected to exceed 10% (SLO City 20%).
® Full use is being made of federal funds available under the Urban Mass Transportation Act for
transportation purposes (CCR 6754).
® Compliance will be maintained with the SLOCOG's adopted bus transfer pass policy.
® The transit system does not routinely staff transit vehicles designed to be operated by one
person with two or more persons pursuant to PUC 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 (CCR 6754).
® Compliance with California Vehicle Code (CVC) °Drivers Pull Notice Participation" Program
(Section 1808.1) and 'Transit Busdrivers; Required Certifications and Employee Records"
Program (Section 12804.6).
® The transit system is eligible to receive STA funds according to the following STA cost-
containment test (required for all recipients of STA funds (PUC 99314.6) which measures the
percent change in hourly operating costs to the percent change in the California Consumer
Price (CPI) Index. All systems qualify in 98/99 based on 95/96 - 96/97 data except SLO City-
eligibility will be recalculated using 96/97- 97/98 data.
® The transit system has an adopted short range transit plan - required to receive additional
discretionary STA funds (and FTA Section 5311)-CTSA EXEMPT.
® Claimant has been issued a certification by the Department of the California Highway Patrol
verifying that the operator is in compliance with Section 1808.1 of the California Vehicle
Code (must be within 13 months of submittal date) (transit only).
® Transit system estimated operating data from the prior fiscal year is as follows:
DATA CATEGORY FY 97/98
29,011
VEHICLE SERVICE HOURS
316,272
VEHICLE SERVICE MILES
828,622
PASSENGER COUNT
EMPLOYEE HOURS(FULL TIME 64,480
EQUIVELANT
OPERATING COSTS $1,229,800
FARES $317,000
TDA RECEIVED IN(FOR) FY97/98
® The transit system will not receive TDA funds (LTF plus STA) in excess of operating and
capital costs minus fare revenues.
c.-u
William $tatter
Name of Chief Financial Officer
Attesting to the reasonableness and accuracy of these statements.:
12/02198.- – - — --
Date
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Item 3. ANNUAL PROJECT AND FINANCIAL PLAN - FY 1998/99
(City and County Claimants USE THIS TABLE-
SLORTA, SCAT and Ride-On SIOP TO NEXT TABLEW)
Your TDA will be distributed according to this plan
Agency Name City of San Luis Obispo
Description Article Section Amount
SEE EXHIBIT A at end of document
1. Total LTF Allocation (see Exhibit A) 946,555
JPA contributions and other dedicated uses
2. 2%for Bikeways (Exhibit A) 3 99233.3 19,505
3. Contribution to SLORTA (Exhibit A) 4 99260 291,400
4. Contribution to SCAT(Exhibit A) 4 99260
Discretionary uses
5. Local Transit System (operations) 4 99260 616,050
5. Subsidized Taxi Program 8 99400 (c)
5. Audit Costs 3 99245 4,000
5. Streets/Roads Maintenance 8 99400 (a)
5. Additional Bikeway/Pedestrian Projects 8 99400 (a)
5. Local Transit Capital Expenditures 8 99400 (b) 15,600
Other miscellaneous transportation 8 99400(c)
expenditures
1. TOTAL LTF ALLOCATION 946,555
6. STA Operator revenue-based(Exhibit A) 6.5 99314
7. STA Discretionary allocation(Exhibit A) 6.5 99313
8. Additional STA Discretionary allocation 6.5 99313
Exhibit A
Total STA 175,931
9. TOTAL TDA(LTF+STA) 1,122,486
You're not finished! The claim form continues...
1 The STA Operator Revenue-based amount subject to modification based on adopted State budget. Whenfd this
occurs agency will be notified.
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Item 4. Statement Identifying Actions to Comply With
Fiscal Audit Recommendations.
The last fiscal audit recommended that the City monitor its vehicle service hours and operating costs to meet the eligibility
requirements for receiving STAF revenues in the future. The cost per hour for 1996-97 was$4622. The cost per hour for
1997-98 was$42.39. Because there was a decrease,the cost per hour did increase by more than the consumer price index,
and SLO Transit has become eligible to receive its STAF allocations.
Rem S.Statement identifying efforts to implement transit productivity improvements
recommended in prior performance audit(transit claimants only).
The last Trienniel Performance Audit(June 1996)found no productivity deficiencies but recommended 11 actions.
1. Work to improve the consistency of the Section 15 report.
SLO Transit receives annual waivers of the FTA requirement to file Section 15 reports.
2. Review the position of Transportation Assistant and allocation of its cost to transit.
The permanent Transportation Assistant position no longer works for the Transit program.
3. Actively monitor overhead charges.
Overhead charges are distributed according to an approved indirect cost allocation plan.
4. Participate in cooperative efforts and partnerships in order to deal with potential reductions in federal grants and
contributions from Cal Poly.
Opportunities for such cooperative efforts will be determined by the consolidation study and the joint request for proposals
now being prepared. There are currently no anticipated reductions in federal grants or contributions from Cal Poly.
5. Update the SRTP more frequently or annually review the status of the plan and its objectives.
The SRTP is guiding current plans to expand service in 1999.
6. Prepare a long term study of transit financing in the SLO urbanized area-
Based
reaBased on the results of recently enacted federal legislation,five year financial projections have been prepared
7. Consider revising the current schedule and map format to improve readability.
The schedule format has been revised.
8 Consider increasing fares and using a 50 percent discount cash fare for elderly and disabled riders.
Fares were increased in January 1997. A 50 percent discount cash fare for elderly and disabled riders has been introduced.
9. Track vehicle use and status on a monthly basis and set contract standards for vehicle use and maintenance.
Standards and montly reports for vehicle use and maintenance were incorporated into the contract which took effect in July
1997.
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10. Monitor the status of the Proposition 116 grant for the multi-modal center.
Curtent acquisition,design,and construction schedules have been geared to the time limits adopted in the grant conditions.
11. Improve the system of tracking and repotting customer comments and complaints.
Standards and montly reports for commnets and complaints were incorporated into the contract which took effect in July
1997.
Item 6. Statement Identifying and substantiating an increase in the
transit operating budget in excess of 15%above the preceding year, and/or substantial
increases or decreases in the scope of operations or capital provisions for major new- (transit
claimants only, if applicable).
Transit Operating Budget for 1997-98 $1,283,700
Transit Operating Budget for 1998-99 $1,336,000
Amount Increase $52,300
Percentage Increase 4.1%
No substantiation needed.
You're not finished! There is one more item...the budget
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ti
1 7.Approved Transit System Bud,
J T
Date Approved: (transh claimants only-an original budget may be sent under separate cover
if it can not be summarized below)
Description
Transit System Revenues
Fund Balance 238,500
98199 TDA 693,900
Grants 2,917,600
Fares 321,900
Other(please describe) Interest and Miscellaneous 4,600
Other(please describe) Prior Year TDA-STAF 117,600
Total 4,294,100
Transit System Expenditures(please summarize using a few general categories)
SLO Transit Operations 1,336,000
Multimodal Transportation Center 1,762,200
Downtown Transfer Center 625,000
Passenger Van, Service Truck, Radio Equipment 80,000
Bus Maintenance Building Expansion 397,000
Access Road Security Gate 10,000
Bus Yard Lot Resurfacing 20,000
Other Capital Projects 63,900
Total 4294,100
The end.
• If you are filing electronically,save file,then go to File (top toolbar),Send,To:
slocog @slonet.org
• If you are filing a hard copy,you may fax it to 781-5703, or mail it to:
SLOCOG
1150 Osos Street, Suite 202
San Luis Obispo, CA 93401
Please call Suzanne Winslow at 781-4255 if you have any problems with this form.
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