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RIVERSIDE COUNTY TRANSPORTA TION COMMISSION
www.rctc.org
AGENDA
*Actions may be taken on any item listed on the agenda
9:00 am.
Wednesday, May 8, 2002
CHANCELLOR'S CONFERENCE ROOM
University of California pa Riverside
1201 University Avenue, Room 207, Riverside
1. CALL TO ORDER
2. ROLL CALL
3. PUBLIC COMMENTS
4. APPROVAL OF MINUTES
5. PUBLIC HEARING - PROPOSED BUDGET FISCAL YEAR 2002-2003 Page
g 1
This item is for the Commission to:
1) Hold the public hearing to receive input and comments on the
Proposed Budget for Fiscal Year 2002-2003 and continue the public
hearing to the June 12, 2002; and,
2) Discuss, review, and provide guidance on the Proposed Budget for
Fiscal Year 2002-2003.
6.
ADDITIONS/REVISIONS (The Commission may add an item to the Agenda
after making a finding that there is a need to take immediate action on the
item and that the item came to the attention of the Commission subsequent
to the posting of the agenda. An action adding an item to the agenda
regz res 2/3 vote of the Commission. /f there are /ess than 2/3 of the
Commission members present, adding an item to the agenda requires a
unanimous vote. Added items will be placed for discussion at the end of the
agenda.)
Riverside County Transportation Commission Agenda
May 8, 2002
Page 2
n
7. CONSENT CALENDAR - All matters on the Consent
Cal e dsr sepal rate
be
approved in a single motion unless a Commissioner(s)
action on specific item(s). Items pulled from the Consent Calendar will be
placed for discussion at the end of the agenda.
7A. CONTRACTS COST AND SCHEDULE REPORT
Page 7
Overview
This item is for the Commission to receive and file the CCOontracts Cost
and Schedule Report for the month ending March 31,
2.
7B. QUARTERLY FINANCIAL STATEMENTS
Page 21
Overview
This item is for the Commission to receive 3 , and
file
2002.e quarterly
financial statements for the period ending March
7C. SINGLE SIGNATURE AUTHORITY REPORT
Page 26
Overview
This item is for the Commission to recive and
d file
January,he Fe ruaSingle
Signature Authority Report for the months ending
and March 2002.
7D. RECURRING CONTRACTS FOR FISCAL YEAR 2002-2003 Page 28
Overview
This item is for the Commission to approve the Schedule of Recurring
Contracts for Fiscal Year 2002-2003.
7E. OVERHEAD ALLOCATION POLICY AMENDMENT
Page 29
Overview
This item is for the Commission to amend the Overhead Allocation
Policy.
Riverside County Transportation Commission Agenda
May 8, 2002
Page 3
•
7F. TDA / MEASURE "A" AUDIT RESULTS
Page 30
Overview
This item is for the Commission to receive and file the responses to
the suggestions for improvement as presented by Ernst and Young.
7G. PROPOSED METROLINK BUDGET FOR FISCAL YEAR 2002-2003
Overview
Page 32
This item is for the Commission to:
1) Adopt the preliminary Fiscal Year 2002-2003 Metrolink
Operating and Capital Budgets; and,
2) Allocate RCTC's funding commitment to the Southern California
Regional Rail Authority in an amount not to exceed $3,913,464
comprised of: $3,029,900 of Local Transportation Funds (LTF)
for train operations and maintenance -of -way, and $883,564 of
FTA Section 5307 for capital projects.
7H. ADVERTISE BIDS FOR THE CONSTRUCTION OF THE RIVERSIDE -
DOWNTOWN METROLINK STATION PARKING LOT EXPANSION
Overview Pagel 56
This item is for the Commission to:
1) Authorize staff to advertise bids for construction of the parking
lot expansion at the Riverside -Downtown Metrolink Station; and,
2) Bring back to the Commission the results of the bidding for
contract award to the lowest, responsive bidder.
•
Riverside County Transportation Commission Agenda
May 8, 2002
Page 4
71. ADVERTISE BIDS FOR CONSTRUCTION ATOF THEN PEDLEY EXTENSION
ME RO INK
EXISTING EMERGENCY PLATFORM Page 158
STATION
Overview
This item is for the Commission to:
1) Enter into a Project Construction Program Supplement to
obligate STPL funding for construction
of an Platform atsion of the
the Pedley
existing Emergency Passenger Unloading
Metrolink Station; Supplement, pursuant to
2) Authorize the Chairman to execute the
Legal Counsel review, on behalf of the Commission;
3) Authorize staff to advertise bids for construction of an extension
of the existing Emergency Passenger Unloading Platform at the
Pedley Metrolink Station, contingent finalization
receipt of the
Project Construction Program Supplement and
Authorization to Proceed with Construction from the Caltrans
Office of Local Assistance; and,
4) Bring back to the Commission the results of the bidding for
contract award to the lowest, responsive bidder.
7J. ADVERTISE BIDS TO CONSTRUCTTHE RIVERSIDE -LA SIERRA
ING LOT XPANS ON PROJECT
METROLINK STATION PHASE 1 PARK Page 160
Overview
This item is for the Commission to:
1) Authorize staff to advertise bids the
Phase 1 construction Parki g Lot
Riverside -La Sierra Metrolink Station
Expansion; and,
2) Bring back to the Commission the results of the bidding for
contract award to the lowest, responsive bidder.
•
•
•
Riverside County Transportation Commission Agenda
May 8, 2002
Page 5
•
7K. ADVERTISE BIDS FOR CONSTRUCTION OF A CLOSED-CIRCUIT
TELEVISION SECURITY SYSTEM AT THE PEDLEY METROLINK
STATION Page 163
Overview
This item is for the Commission to:
•
•
1) Enter into a Project Construction Program Supplement to
obligate CMAQ funding for construction of a CCTV Security
System at the Pedley Metrolink Station with a data link to the
monitoring facilities at the Riverside -Downtown Metrolink
Station;
2) Authorize the Chairman to execute the Supplement, pursuant to
Legal Counsel review, on behalf of the Commission;
3) Authorize staff to advertise bids for construction of a CCTV
Security System at the Pedley Metrolink Station including data
links to monitoring facilities at the Riverside -Downtown
Metrolink Station, contingent upon finalization of the Project
Construction Program Supplement and receipt of the
Authorization to Proceed with Construction from the Caltrans
Office of Local Assistance; and,
4) Bring back to the Commission the results of the bidding for
contract award to the lowest, responsive bidder.
7L. COMMUTER RAIL PROGRAM UPDATE Page 165
Overview
This item is for the Commission to receive and file the Commuter Rail
Program Update as an information item.
7M. APPROVAL OF MEMORANDUM OF UNDERSTANDING NO. M-22-001
WITH THE RIVERSIDE PUBLIC UTILITIES FOR A PHOTOVOLTAIC
CARPORT STRUCTURE AT THE LA SIERRA STATION Page 182
Overview
This item is for the Commission to approve Memorandum of
Understanding No. M-22-001 with the Riverside Public Utilities for a
Photovoltaic Carport Structure at the La Sierra Station, pursuant to
Legal Counsel review.
1
I
Riverside County Transportation Commission Agenda
May 8, 2002
Page 6
7N. AMEND FISCAL YEAR 2001-2002 COMMUTER RAIL SHORT RANGE
TRANSIT PLAN: PARKING EXPANSION AND ROLLING STOCK
Page 185
Overview
This item is for the Commission to:
1) Authorize $425,000 of previously allocated Local Transportation
Funds (LTF) for temporary parking lot expansion at the Riverside -
Downtown Station;
2) De -obligate $588,000 of Federal Transit Administration (FTA)
Section 5307 funds for RCTC's share of a rolling stock
acquisition and substitute it with a $588,000 reallocation of
previously allocated LTF for RCTC's share; and,
3) Amend the Fiscal Year 2001-2002 Commuter Rail Short Range
Transit Plan (SRTP) and allocate $1,013,000 in LTF for the
above listed capital projects.
•
70. AMENDMENT NO. 1 TO THE AMTRAK INTERCITY AGREEMENT •
Page 187
Overview
This item is for the Commission to:
1) Approve the amendment of the Amtrak Intercity Agreement
between Amtrak, SCRRA, and its member agencies; and,
2) Authorize the Executive Director to sign the amendment,
pursuant to legal counsel review.
7P. REQUEST TO AMEND RIVERSIDE TRANSIT AGENCY'S FISCAL YEAR
2001-2002 SHORT RANGE TRANSIT PLAN TO REALLOCATE STATE
TRANSIT ASSISTANCE (STA) FUNDS FOR THE PURCHASE OF AN
INTEGRATED FARE COLLECTION SYSTEM Page 195
Overview
This item is for the Commission to amend the Riverside Transit
Agency's Fiscal Year 2001-2002 Short Range Transit Plan to
reallocate $500,000 in STA funds from the portable CNG fueling
station line item to the integrated fare collection system.
•
Riverside County Transportation Commission Agenda
May 8, 2002
Page 7
•
7Q. FISCAL YEAR 2002-2003 MEASURE "A" COMMUTER ASSISTANCE
BUSPOOL SUBSIDY FUNDING CONTINUATION REQUESTS
Page 197
Overview
This item is for the Commission to:
1) Authorize payment of $1,175/month per buspool for the period
July 1, 2002 to June 30, 2003 to the existing Riverside,
Moreno Valley and Mira Loma buspools; and,
2) Continue the existing monthly and semi-annual buspool reporting
requirements as support documentation to monthly subsidy
payments.
7R. REPROGRAMMING OF TRANSPORTATION ENHANCEMENT
ACTIVITIES (TEA) FUNDS Page 203
Overview
•
•
This item is for the Commission to approve reprogramming of TEA
funds in the amount of $572,000 by spreading the funds evenly
amongst 23 projects approved in the last TEA call for projects.
7S. UPDATE ON THE ZERO EMISSION MOBILE INDUSTRIAL EQUIPMENT
(ZEMIE) PROJECT Page 205
Overview
This item is for the Commission to receive and file an update on the
Riverside County Economic Development Agency / Southern California
Edison ZEMIE Project.
Riverside County Transportation Commission Agenda
May 8, 2002
Page 8
•
7T. CONTRACT AWARD FOR FREEWAY SERVICE PATROL TOW TRUCK
SERVICE Page 206
Overview
This item is for the Commission to:
1) Award Agreement No. 02-45-070, a three-year contract, with
two one-year options, to Tri-City Towing for tow truck service
on Beat No. 4 of the Freeway Service Patrol program at a cost
of $45.00 per hour per truck;
2) Award Agreement No. 02-45-071, a three-year contract, with
two one-year options, to Pepe's Towing for tow truck service on
Beat No. 18 of the Freeway Service Patrol program at a cost of
$42.50 per hour per truck;
3) Award Agreement No. 02-45-072, a three-year contract, with
two one-year options, to Pepe's Towing for tow truck service on
Beat No. 25 of the Freeway Service Patrol program at a cost of
$42.50 per hour per truck; and,
4) Authorize the Chairman to execute the agreements, pursuant to
Legal Counsel review, on behalf of the Commission.
7U. SUPPLEMENTAL COST INCREASE FOR STATE ROUTE 60 — VALLEY
WAY TO UNIVERSITY AVENUE Page 209
Overview
This item is for the Commission to:
1) Adjust unprogrammed Western County Regional Improvement
Program fund balances subject to California Transportation
Commission (CTC) action in June 2002; and,
2) Receive and file this staff report and supplemental cost increase
for the SR 60 Valley Way to University Avenue project.
•
•
Riverside County Transportation Commission Agenda
May 8, 2002
Page 9
7V. STATE AND FEDERAL LEGISLATIVE UPDATE
Overview
This item is for the Commission to:
Page 217
1) Adopt the following bill positions:
No Position-SCA 5 (Torlakson, D -Antioch) as amended 2/13/02.
Oppose-SB 1827 (Torlakson, D -Antioch) as introduced 2/22/02.
Oppose Unless Amended-SB 1856 (Costa, D -Fresno) et al) as
introduced 2/22/02.
Support -AB 2098 (Bates, R -Laguna Niguel) as introduced
2/19/02
Support -AB 2476 (Pacheco, R -Riverside) as introduced 2/21/02;
and,
2) Receive and file the State and Federal Legislative Update as an
information item.
8. FUNDING ADJUSTMENT FOR THE STATE ROUTE 74 WIDENING PROJECT
BETWEEN 1-15 IN LAKE ELSINORE AND 7T" STREET IN THE CITY OF PERRIS
Page 233
Overview
This item is for the Commission to approve to increase the project budget for
the State Route 74 widening project between 1-15 in Lake Elsinore and 7th
Street in the City of Perris from 851,331,989 to 869,847,655.
9. ADOPTION OF ORDINANCE NO. 02-001, "RIVERSIDE COUNTY
TRANSPORTA TION COMMISSION EXPENDITURE PLAN AND RETAIL
TRANSACTION AND USE TAX ORDINANCE" Page 237
Overview
This item is for the Commission to adopt Ordinance No. 02-001 requesting
the Riverside County Board of Supervisors to place on the November 5, 2002
ballot a measure to levy, in the incorporated and unincorporated territory of
the County of Riverside, a retail and transactions use tax of 1/2 of 1°/0 for a
30 -year period for specified transportation purposes.
Riverside County Transportation Commission Agenda
May 8, 2002
Page 10
10. PRESENTATION - PROPOSED WESTERN RIVERSIDE COUNTY
TRANSPORTATION UNIFIED MITIGATION FEE (TUMF) PROGRAM
Overview
A presentation will be made by Rick Bishop, Executive Director of the
Western Riverside Council of Governments (WRCOG).
11. ITEMS PULLED FROM CONSENT CALENDAR AGENDA
12. COMMISSIONERS / EXECUTIVE DIRECTOR'S REPORT
Overview
This item provides the opportunity for the Commissioners and the Executive
Director to report on attended and upcoming meetings/conferences and
issues related to Commission activities.
13. CLOSED SESSION ITEMS
Conference with Real Property Negotiator Pursuant to Section 54946.8
A. Negotiating Parties: RCTC — Executive Director or Designee
Property Owners: See Following List of Property Owners
Right -Of -Way Acquisitions
Item
APN
Grantor
1
345-080-054
Leroy Grunder, et. ux.
2
342-210-004
Charles Mayfield, et. ux.
3
342-210-038
Edward & Hope Mora
4
342-210-037
Alexander Garcia, et.ux.
5
342-210-033
Hideaki Nakamura, Tr.., et.al.
6
342-210-024
Arthuro J. Galvan
7
342-210-010
Jesus Barragan, et.al.
8
342-210-016
Dawn Michelle Dupree
9
342-120-014
Mary E. Corrado
10
342-120-013
Willie Bell Poston, et.al.
11
342-120-041
Frank B. Earnest
12
342-130-001
Doris L. Whitley
13
342-200-036
Neil G. Peak, et.al.
14
342-200-035
Louis Lee Haywood, et.ux.
15
342-200-034
Jerry Austin, et.ux. & Joe Birdo, et.ux.
16
342-130-002
Alexander & Bertha Paul
Riverside County Transportation Commission Agenda
May 8, 2002
Page 11
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17
342-200-032
Louis J. Mercado
18
342-200-060
Abiding Love Ministry
19
342-020-025
Abiding Love Ministry
20
342-130-010
Jim S. Delgado, et.al.
21
342-130-005
Dick Family Trust
22
342-150-001
Ed Riles, et.al.
23
342-150-004
Maria Rodriguez
24
342-140-002
Nick, Helen, Ted & Georgia Triantos
25
342-140-004
Sierras 2001 Trust
26
342-150-016
Alfred Hassan, et.al.
27
342-150-010
Willie A. Jones
28
342-150-011
Willie A. Jones
29
342-140-006
Lucio Cruiz, et.ux.
30
342-140-007
Lucio Cruiz, et.ux.
31
342-140-008
Yoko Reed, Trustee
32
342-140-009
Jerimiah Strange
33
342-100-026
James F. Miller, et.ux.
34
342-100-047
Dennis K. Woodland, et.ux.
35
342-100-024
Loren B. Joplin
36
342-100-023
Loren B. Joplin
38
39
40
41
342-052-023
342-052-002
342-090-027
342-052-003
am & Lawrence Daigle
Bethel African Methodist Church
Bethel African Methodist Church
Bethel African Methodist Church
Eva Mae Banks
42
43
342-052-004
342-052-005
Opal Ashley
Mabel Dean Reiter
44
45
342-052-006
342-052-007
Antonio M. Ayala, et.ux.
Salvador Gonzalez
46
47
342-052-008
342-052-01 1
Antonio M. Ayala, et.ux.
Irene Martin
48
49
50
51
52
53
54
55
56
57
342-052-012
342-051-007
342-052-014
342-052-015
342-052-017
342-051-009
342-051-010
342-051-011
342-051-012
342-051-014
Wayne R. & Francis F. Gallup, Tr.
Dorothy H. Sexton
Everardo Cortez, et.ux.
Roberto Hernandez, et.ux.
Robert L. Harden, Jr.
Manh Van Luong & Ngat Thi Le
Manh Van Luong & Ngat Thi Le
Manh Van Luong & Ngat Thi Le
Manh Van Luong & Ngat Thi Le
Lillie Bell Williams
58
342-051-017
Roberto Fernandez, et.al.
Riverside County Transportation Commission Agenda
May 8, 2002
Page 12
59
342-064-010
Charles Heiss
60
342-061-001
Earnest J. Lee
61
342-061-002
Angel Iorenzo Gasparini, et.ux.
62
342-061-003
Angel lorenzo Gasparini, et.ux.
63
342-064-008
Sidney A. Rhodes
64
342-064-009
Sidney A. Rhodes
65
342-064-007
Beatrice Brown
66
342-064-005
Robert M. Moinet
67
342-064-006
Robert M. Moinet
68
342-061-004
Theodore Otis Rogers, Jr., et.ux.
69
342-061-005
Theodore Otis Rogers, Jr., et.ux.
70
342-061-006
Rafael Vasquez, et.al.
71
342-064-004
Lela I. Demay
72
342-061-009
Fortino Garza Jr., et.ux.
73
342-062-001
William Ewert, et.ux.
74
342-062-002
William Ewert, et.ux.
75
342-064-003
Alejandro Munoz, et.ux.
76
342-062-004
Samuel B. Johnson, et.ux.
77
342-062-004
Evelyn Gaines, et.al.
78
342-062-005
Evelyn Gaines, et.al.
79
342-062-007
Lizzie Mae Taylor
80
342-063-001
Diana Depaul
81
342-100-020
Larry & Estella Daigle, Trust
82
342-072-019
James Frazier, et.ux.
83
342-072-020
James Frazier, et.ux.
84
85
342-072-003
86
87
342-071-006
ose Vinaiopos, .ux.
Josie S. Lopez
342-071-004
Maria E. Villalobos
342-072-004
Maria E. Villalobos
88
89
342-072-005
90
91
92
93
342-071-009
Juan Villalobos, et.al.
Eduardo Rodriquez
342-072-007
342-071-010
342-071-011
342-040-030
94
95
96
97
98
99
342-072-015
342-040-029
326-250-032
326-250-033
326-250-009
326-250-006
100
326-250-003
Antonio Alvarez, et.ux.
Rodney F. Parcel, Sr., et.al.
Rodney F. Parcel, Sr., et.al.
Allie L. Terry
Gary Wright/Susan Cope
Alejandro Solano, et.al.
James Harris, et.ux.
James Harris, et.ux.
Crystal Pham, et.al.
Joe Carrabino
George D'Amico
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Riverside County Transportation Commission Agenda
May 8, 2002
Page 13
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101
326-250-034
Andrew Buzek, et.ux.
102
326-240-062
Andrew Buzek, et.ux.
103
326-240-028
Miguel Pino, et.ux.
104
326-240-029
Robert A. Martin
105
326-240-023
Thomas H. Hall Jr., et.ux.
106
326-240-032
De Ville Family Trust
107
326-240-033
Joseph Lee Carrier
108
362-240-051
Theodore R. Gaines
109
342-071-007
Roland R. Armijo
110
326-234-002
Henry Combs, Trustee
111
342-210-021
Ronald R. Block, et. ux.
112
342-210-035
Perris Valley Bible Tabernacle Ministries
113
342-240-015
Arlene Griffith, et. Al.
114
342-210-013
Arlene Griffith, et. Al.
115
342-210-014
Arlene Griffith, et. Al.
116
342-120-016
Andrew Boji
117
342-120-015
Osby C. Blair, et.ux.
118
342-210-028
Norma D. Ryder, et. Al.
119
342-120-012
Raul A. & Alvaro Ramirez
120
342-140-005
Telesforo Flores, et. ux.
Conference with Legal Counsel - Existing Litigation Pursuant to Section
54956.9(a)
B. Case Numbers: RCV049988 and RCV048430
Conference with Legal Counsel - Anticipated Litigation Pursuant to Section
54956.9(a)
C. Significant exposure to litigation to subdivision (b):
Number of potential cases: 1
14. ADJOURNMENT
The next Commission meeting is scheduled to be held at 9:00 a.m.,
Wednesday, June 12, 2002, Chancellor's Conference Room, University of
California @ Riverside, 1201 University Avenue, Room 207, Riverside.
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A G E N D A I T E M 4
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M i n u t e s
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R I V E R S I D E C O U N T Y T R A N S P O R T A T I O N C O M M I S S I O N
M I N U T E S
W e d n e s d a y , A p r i l 1 0 , 2 0 0 2
' 1 . C A L L T O O R D E R
T h e m e e t i n g o f t h e R i v e r s i d e C o u n t y T r a n s p o r t a t i o n C o m m i s s i o n w a s c a l l e d
t o o r d e r b y C h a i r m a n J o h n T a v a g l i o n e a t 1 0 : 0 0 a . m . , i n t h e C h a n c e l l o r ' s
C o n f e r e n c e R o o m a t t h e U n i v e r s i t y o f C a l i f o r n i a a t R i v e r s i d e , 1 2 0 1
U n i v e r s i t y A v e n u e , R o o m 2 0 7 , R i v e r s i d e , C a l i f o r n i a , 9 2 5 0 1 .
2 . R O L L C A L L
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C o m m i s s i o n e r s / A l t e r n a t e s P r e s e n t
D a r y l B u s c h
B o b B u s t e r
C h r i s B u y d o s
P e r c y B y r d
J o h n C h l e b n i k
F r a n k H a l l
J o h n H u n t
W i l l i a m G . K l e i n d i e n s t
D i c k K e l l y
A n n e M a y e r
A m e a l M o o r e
T o m M u l l e n
J o h n J . P e n a
G r e g o r y S . P e t t i s
R o b i n L o w e
R o n R o b e r t s
J a n i c e R u d m a n
G r e g R u p p e r t
R o b e r t S c h i f f n e r
J o h n F . T a v a g l i o n e
A l f r e d W . T r e m b l y
P l a c i d o L . V a l d i v i a
J a m e s A . V e n a b l e
F r a n k W e s t
M i k e W i l s o n
R o y W i l s o n
C o m m i s s i o n e r s A b s e n t
R o b e r t C r a i n
J u a n D e L a r a
H a r v e y G e r b e r
J a c k v a n H a a s t e r
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Riverside County Transportation Commission Minutes
April 10, 2002
Page 2
3. PUBLIC COMMENTS
Garry Grant, Meadowbrook area resident, requested clarification on the
blocks of APN's for Closed Session Item 12B. Hideo Sugita, Deputy
Executive Director, responded that each is contiguous property of the State
Route 74 Segment I project. Secondly, Garry Grant expressed his concern
regarding growth impacts and safety impacts on the highways and lack of
public information and awareness on these issues. Chairman Tavaglione
requested staff to review this concern and provide a response.
4. APPROVAL OF MINUTES — March 13, 2002
M/S/C (Kleindienst/Hunt) to approve the March 13, 2002 minutes as
presented.
Abstain: Byrd
5. ADDITIONS/REVISIONS
Naty Kopenhaver, Clerk of the Board, noted revisions to the following
agenda items:
A. Agenda Item No. 8, "Expenditure Plan for Measure "A" Extension".
B. Agenda Item No. 9, "RCTC Public Information Outreach Program".
6. CONSENT CALENDAR
M/S/C (Mullen/Kleindienst) to approve the following Consent Calendar items:
6A. CONTRACTS COST AND SCHEDULE REPORTS
Receive and file the Contracts Cost and Schedule Reports for the
month ending February 28, 2002.
6B. BUDGET ADJUSTMENTS
Amend the Motorist Assistance budget for maintenance of equipment
from $1,018,000 to $1,111,000.
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R i v e r s i d e C o u n t y T r a n s p o r t a t i o n C o m m i s s i o n M i n u t e s
A p r i l 1 0 , 2 0 0 2
P a g e 3
6 C . A D O P T I O N O F R E S O L U T I O N N O . 0 2 - 0 1 3 " R E S O L U T I O N O F T H E
R I V E R S / D E C O U N T Y T R A N S P O R T A T I O N C O M M I S S / O N T O
A U T H O R I Z E I N V E S T M E N T O F M O N I E S I N T H E L O C A L A G E N C Y
I N V E S T M E N T F U N D ( L A I F ) . "
A d o p t R e s o l u t i o n N o . 0 2 - 0 1 3 , " R e s o l u t i o n O f T h e R i v e r s i d e C o u n t y
T r a n s p o r t a t i o n C o m m i s s i o n T o A u t h o r i z e I n v e s t m e n t O f M o n i e s I n T h e
L o c a l A g e n c y I n v e s t m e n t F u n d ( L A I F ) . "
6 D . T R A N S P O R T A T I O N E Q U I T Y A C T F O R T H E 2 1 S T C E N T U R Y ( T E A 2 1 )
S T A T E W I D E R E A U T H O R I Z A T I O N P R I N C I P L E S
A p p r o v e t h e T E A 2 1 s t a t e w i d e r e a u t h o r i z a t i o n p r i n c i p l e s a s d e v e l o p e d
b y t h e C A L C O G / C A L T R A N S T E A 2 1 R e a u t h o r i z a t i o n T a s k F o r c e .
6 E . S T A T E A N D F E D E R A L L E G I S L A T I V E U P D A T E
1 ) S u p p o r t A B 2 8 0 9 ( L o n g v i l l e )
S u p p o r t S B 1 0 x x x ( S h e r ) ; a n d ,
2 ) R e c e i v e a n d f i l e t h e S t a t e a n d L e g i s l a t i v e U p d a t e a s a n
i n f o r m a t i o n i t e m .
6 F . P R O P O S I T I O N 4 2 R E V E N U E E S T I M A T E S
R e c e i v e a n d f i l e t h e P r o p o s i t i o n 4 2 R e v e n u e E s t i m a t e s .
6 G . S T I P I N T R A - C O U N T Y F O R M U L A A D J U S T M E N T
1 ) A p p r o v e p o s t p o n i n g t h i s y e a r ' s a d j u s t m e n t t o F e b r u a r y 2 0 0 3 t o
c o i n c i d e w i t h t h e d e v e l o p m e n t o f t h e 2 0 0 4 S T I P ; a n d ,
2 ) A m e n d t h e S T I P I n t r a - c o u n t y F o r m u l a M O U t o a d j u s t t h e
p e r c e n t a g e s f o r t h e a l l o c a t i o n o f S T I P f u n d s t o F e b r u a r y o f
e v e r y o d d y e a r t o c o i n c i d e w i t h t h e d e v e l o p m e n t o f f u t u r e
S T I P s .
6 H . S T A T U S O F T H E 2 0 0 2 S T A T E T R A N S P O R T A T I O N I M P R O V E M E N T
P R O G R A M
R e c e i v e a n d f i l e t h e 2 0 0 2 S t a t e T r a n s p o r t a t i o n I m p r o v e m e n t P r o g r a m
u p d a t e .
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Riverside County Transportation Commission Minutes
April 10, 2002
Page 4
61. ALLOCATION OF STATE TRANSPORTATION IMPROVEMENT
PROGRAM 2% PLANNING, PROGRAMMING, AND MONITORING
FUNDS FOR CETAP
Allocate $721,809 in 2002 STIP 2% Planning, Programming and
Monitoring (PPM) from the Western County formula pot for the
Community and Environmental Transportation Acceptability Process
(CETAP) planning effort.
6J. FISCAL YEAR 2002-2003 SECTION 5310 PROGRAM AND ADOPTION
OF RESOLUTION NO. 02-014, "RESOLUTION OF THE RIVERSIDE
COUNTY TRANSPORTATION COMMISSION CERTIFYING PROJECT
CONSISTENCY WITH REGIONAL TRANSPORTATION PLAN."
1) Adopt the FY 2002-03 FTA Section 5310 Riverside County
project rankings as recommended by the Local Review
Committee;
2) Include the projects in the Regional Transportation Improvement
Plan; and,
3) Adopt Resolution No. 02-014, "Resolution of the Riverside
County Transportation Commission Certifying Project
Consistency with the Regional Transportation Plan."
6K. FISCAL YEAR 2002-2003 SB 821 BICYCLE AND PEDESTRIAN
FACILITIES PROGRAM
Approve the release of a Call for Projects for the FY 2002-03 SB 821
Bicycle and Pedestrian Facilities program and notify the cities, the
County, and local school districts of the estimated funding available
for the fiscal year.
6L. APPROVAL OF AGREEMENT NO. 02-65-944 FOR THE STATE ROUTE
91 COMMUTER SURVEY
Approve Agreement No. 02-65-944, Amendment No. 1 to Agreement
02-65-943, between OCTA, RCTC, and SCAG to add $15,000, with
RCTC paying $7,500 and OCTA paying $7,500 to cover an additional
videotaping site and associated costs.
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R i v e r s i d e C o u n t y T r a n s p o r t a t i o n C o m m i s s i o n M i n u t e s
A p r i l 1 0 , 2 0 0 2
P a g e 5
6 M . C O M M U T E R R A I L P R O G R A M U P D A T E
R e c e i v e a n d f i l e t h e C o m m u t e r R a i l P r o g r a m U p d a t e a s a n i n f o r m a t i o n
i t e m .
6 N . A W A R D O F A G R E E M E N T N O . 0 2 - 2 5 - 0 5 9 T O T R O P I C A L P L A Z A
N U R S E R Y , I N C . T O P R O V I D E L A N D S C A P E M A I N T E N A N C E S E R V I C E S
A T T H E F O U R M E T R O L I N K S T A T I O N S A N D O N E O F F I C E B U I L D I N G
O W N E D B Y T H E R I V E R S I D E C O U N T Y T R A N S P O R T A T I O N
C O M M I S S I O N
1 ) A p p r o v e t h e E v a l u a t i o n C o m m i t t e e ' s s e l e c t i o n o f T r o p i c a l P l a z a
N u r s e r y , I n c . t o p r o v i d e l a n d s c a p e m a i n t e n a n c e s e r v i c e s f o r t h e
C o m m i s s i o n o w n e d p r o p e r t i e s ; a n d ,
2 ) A w a r d A g r e e m e n t N o . 0 2 - 2 5 - 0 5 9 t o T r o p i c a l P l a z a N u r s e r y ,
I n c . , p u r s u a n t t o L e g a l C o u n s e l r e v i e w .
6 0 . C O N S U L T A N T R A N K I N G R E C O M M E N D A T I O N S F O R T H E P R O V I S I O N
O F P R E L I M I N A R Y E N G I N E E R I N G A N D E N V I R O N M E N T A L S T U D I E S
F O R T H E P R O P O S E D P A R K I N G S T R U C T U R E A T N O R T H M A I N
C O R O N A M E T R O L I N K S T A T I O N
1 ) C o n c u r w i t h t h e S e l e c t i o n C o m m i t t e e r e c o m m e n d a t i o n s , f o r t h e
r a n k i n g o f E n g i n e e r i n g F i r m s , a s l i s t e d b e l o w , w h o r e s p o n d e d t o
a R e q u e s t f o r P r o p o s a l ( R F P ) f o r c o n s u l t a n t s e r v i c e s t o p r o v i d e
P r e l i m i n a r y E n g i n e e r i n g a n d E n v i r o n m e n t a l S t u d i e s , f o r t h e
p r o p o s e d 1 , 0 0 0 s p a c e P a r k i n g S t r u c t u r e a t t h e n e w N o r t h M a i n
C o r o n a M e t r o l i n k S t a t i o n ; a n d ,
T o p R a n k e d G o r d o n H . C h o n g & P a r t n e r s
S e c o n d O w e n G r o u p
T h i r d D M J M + H A R R I S
F o u r t h C h o a t e P a r k i n g D e s i g n C o n s u l t a n t s
2 ) D i r e c t s t a f f t o b r i n g b a c k a s c o p e , s c h e d u l e , a n d c o s t f o r
a p p r o v a l a f t e r t h e S t a t e f u n d i n g h a s b e e n a p p r o v e d a n d t h e
p r o j e c t s c o p e h a s b e e n f i n a l i z e d .
Riverside County Transportation Commission Minutes
April 10, 2002
Page 6
6P. APPROVAL OF STATE ROUTE 74 TRAFFIC ENFORCEMENT
AGREEMENT NO. 02-31-055 WITH THE CALIFORNIA HIGHWAY
PATROL
1) Approve entering into Agreement No. 02-31-055 with the
California Highway Patrol (CHP) for Traffic Enforcement
Services during construction of Segment 1; and,
2) Authorize the Chairman to execute the agreement, pursuant to
Legal Counsel review, on behalf of the Commission.
6Q. APPROVAL OF STATE ROUTE 74 UTILITY AGREEMENT NO.
02-31-044 WITH AT&T BROADBAND
1) Approve entering into Agreement No. 02-31-044 with AT&T
Broadband defining the responsibilities for the relocation of
cable television lines related to the RCTC Measure "A" widening
of SR 74 between Lake Elsinore and the City of Perris. The
RCTC cost is estimated to be $6,212.26; and,
2) Authorize the Chairman to execute the agreement, pursuant to
Legal Counsel review, on behalf of the Commission.
6R. REQUEST TO AMEND CITY OF BANNING'S FISCAL YEAR 2001-2002
SHORT RANGE TRANSIT PLAN FOR PURCHASE OF CAPITAL
EQUIPMENT — FORD RANGER PICKUP
1) Amend the City of Banning's FY 2001-02 Short Range Transit
Plan authorizing the purchase of a Ford Ranger pickup; and,
2) Authorize the expenditure of $8,371 in Local Transportation
Funds and $6,629 in State Transit Assistance funds previously
allocated to cover the cost.
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R i v e r s i d e C o u n t y T r a n s p o r t a t i o n C o m m i s s i o n M i n u t e s
A p r i l 1 0 , 2 0 0 2
P a g e 7
7 . A P P R O V A L O F A G R E E M E N T N O . 0 2 - 2 5 - 0 5 0 W I T H A M T R A K T O S E R V E T H E
R I V E R S I D E - D O W N T O W N S T A T I O N
C o m m i s s i o n e r T o m M u l l e n c o n g r a t u l a t e d t h e E r i c H a l e y a n d h i s s t a f f f o r t h e i r
e f f o r t s t o f i n a l l y h a v e A m t r a k s t o p i n R i v e r s i d e .
E r i c H a l e y , E x e c u t i v e D i r e c t o r , r e v i e w e d t h e s c h e d u l e f o r t h e A p r i l 2 9 t h
A m t r a k S o u t h w e s t C h i e f E v e n t a n d w e l c o m e d a l l C o m m i s s i o n e r s t o a t t e n d .
C h a i r m a n T a v a g l i o n e r e c o g n i z e d G r e g g K o n s t a n z e r a n d A n g i e S t a r r o f
A m t r a k .
M / S / C ( M u l l e n / B y r d ) t o a p p r o v e A g r e e m e n t N o . 0 2 - 2 5 - 0 5 0 , p u r s u a n t
t o L e g a l C o u n s e l r e v i e w , w i t h A m t r a k t o s e r v e t h e R i v e r s i d e -
D o w n t o w n S t a t i o n .
8 . E X P E N D I T U R E P L A N F O R M E A S U R E " A " E X T E N S I O N
C o m m i s s i o n e r s M u l l e n , T a v a g l i o n e , a n d D i c k K e l l y r e v i e w e d t h e E x p e n d i t u r e
P l a n t h a t w a s d e v e l o p e d b y t h e S a l e s T a x A d H o c C o m m i t t e e . I t i s
r e c o m m e n d e d t h a t t h e p r o p o s e d M e a s u r e " A " b e p l a c e d o n t h e b a l l o t f o r t h e
N o v e m b e r e l e c t i o n . T h e M e a s u r e i s f o r 3 0 y e a r s a n d w i l l s t a r t 2 0 0 9 a n d
s u n s e t s i n 2 0 3 9 .
C o m m i s s i o n e r B o b B u s t e r c o m m e n d e d t h e A d H o c C o m m i t t e e o n t h e i r a b i l i t y
t o e f f e c t i v e l y b a l a n c e t h e g e o g r a p h i c d i v e r s i t y o f t h e C o u n t y a s w e l l a s t h e
T U M F i s s u e a n d r e t u r n t o s o u r c e .
C o m m i s s i o n e r P e r c y B y r d e x p r e s s e d c o n c e r n w i t h S e c t i o n 6 " F u n d i n g
F l e x i b i l i t y a n d B o n d i n g t o E x p e d i t e P r o j e c t s " u n d e r " G e n e r a l P r o v i s i o n s o f t h e
T r a n s p o r t a t i o n I m p r o v e m e n t P l a n " , i n d i c a t i n g t h e t e r m " p r e v i o u s
c o n s u l t a t i o n " d o e s n o t p r o v i d e t h e r i g h t t o a p p r o v e a s h i f t i n a l l o c a t i o n .
C h a i r m a n T a v a g l i o n e i n d i c a t e d t h a t w o r d i n g c o u l d b e a d d e d t o t h e s e c t i o n o f
C o m m i s s i o n e r B y r d ' s c o n c e r n t o r e f l e c t t h e v e t o p r o c e s s .
C o m m i s s i o n e r M u l l e n a s k e d C o r k y L a r s o n , C V A G , t o p r o v i d e t h e p r o s p e c t i v e
o f t h e C o a c h e l l a V a l l e y .
Riverside County Transportation Commission Minutes
April 10, 2002
Page 8
Corky Larson indicated that the current language only provides a safeguard
for Western Riverside County, not the Coachella Valley, because the
Coachella Valley does not have the majority of the supervisors, cities, or
population. As this was the language from the original Measure, there is an
MOU between RCTC and CVAG that states an allocation shift can occur
with the agreement by two-thirds of the cities.
Commissioner Kelly suggested the term "previous consultation" be replaced
with "previous approval".
Commissioners Greg Ruppert and Robert Schiffner concurred with
Commissioner Kelly's recommendation.
Commissioner Mullen recommended the removal of the language in question
and utilize the MOU if the situation should arise.
Commissioner Byrd indicated that Commissioner Mullen's recommendation
did not satisfactorily address the issue due to the termination clause of the
MOU allowing either party to terminate with 90 -day notice.
Commissioner Mullen stated his belief that this is an issue of trust and
believes that any movement of funds would be the results of extreme
circumstances.
Commissioner John Chlebnik expressed his belief that the Expenditure Plan is
not a true extension of Measure "A" except as the sales tax is concerned,
because of the changes in allocation and addition of new conditions like
TUMF and MSHCP. He stated his support of both programs but not as a
condition to receive local funds and opposes this type of coercion.
Commissioner Robin Lowe recommended that an allocation shift requires
two-thirds majority approval of the Board of Commissioners and believes this
will satisfactorily address the concern.
Commissioners Byrd and Ruppert oppose Commissioner Lowe's
recommendation.
Commissioner Mike Wilson stated his belief that the language should protect
all agencies equally.
It was expressed that there should be some flexibility in the event that a
major catastrophe might occur in the future.
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R i v e r s i d e C o u n t y T r a n s p o r t a t i o n C o m m i s s i o n M i n u t e s
A p r i l 1 0 , 2 0 0 2
P a g e 9
C o m m i s s i o n e r K l e i n d i e n s t s o u g h t c l a r i f i c a t i o n t h a t i n t h e e v e n t o f a m a j o r
c a t a s t r o p h e , M e a s u r e " A " f u n d s w o u l d n o t b e t h e i n i t i a l f u n d s u t i l i z e d .
C o m m i s s i o n e r A n n e M a y e r a n d D . J . S m i t h o f S m i t h , K e m p t o n a n d W a t t s
c o n c u r r e d t h a t S t a t e a n d F E M A f u n d i n g a s s i s t a n c e w o u l d b e u t i l i z e d f i r s t .
W i t h t h a t c l a r i f i c a t i o n , C o m m i s s i o n e r K l e i n d i e n s t r e q u e s t e d t h a t t h e
r e f e r e n c e t o a n a l l o c a t i o n s h i f t d u e t o s u c h a n e v e n t b e r e m o v e d f r o m
d i s c u s s i o n . H e a l s o s t a t e d h i s b e l i e f t h a t i t i s i m p o r t a n t t o r e t a i n f l e x i b i l i t y
a n d e n s u r e s a f e g u a r d s .
C o m m i s s i o n e r A m e a l M o o r e c o n c u r r e d w i t h C o m m i s s i o n e r K l e i n d i e n s t ' s
c o m m e n t s r e g a r d i n g f l e x i b i l i t y a n d s a f e g u a r d s .
C o m m i s s i o n e r B u s t e r r e c o m m e n d e d t h e l a n g u a g e f o r p r e v i o u s c o n s u l t a t i o n
b e r e m o v e d a n d t h a t a t w o - t h i r d s v o t e o f t h e C o m m i s s i o n p r o v i d e s a n
a d e q u a t e s a f e g u a r d .
C o m m i s s i o n M u l l e n c o n c u r r e d w i t h C o m m i s s i o n e r B u s t e r r e c o m m e n d a t i o n
a n d c a l l e d f o r t h e q u e s t i o n o n t h i s i s s u e .
M / S / C ( L o w e / M u l l e n ) t o m o d i f y S e c t i o n 6 " F u n d i n g F l e x i b i l i t y a n d
B o n d i n g t o E x p e d i t e P r o j e c t s " u n d e r " G e n e r a l P r o v i s i o n s o f t h e
T r a n s p o r t a t i o n I m p r o v e m e n t P l a n " , a s f o l l o w s : S h i f t s m a y n o t b e
m a d e w i t h o u t p r e v i o u s c o n s u l t a t i o n w i t h t h e a f f e c t e d a g e n c i e s a n d
t w o - t h i r d s m a j o r i t y a p p r o v a l o f t h e B o a r d o f C o m m i s s i o n e r s .
A y e s - 1 9 N a y s 6
C o m m i s s i o n e r C h r i s B u y d o s r e q u e s t e d c l a r i f i c a t i o n o f t h e n e x u s b e t w e e n t h e
E x p e n d i t u r e P l a n a n d t h e M S H C P . C o m m i s s i o n e r M u l l e n e x p l a i n e d t h a t i t
p r o v i d e s m i t i g a t i o n f o r M e a s u r e " A " a s w e l l a s o t h e r i n f r a s t r u c t u r e .
C o m m i s s i o n e r J i m V e n a b l e a s k e d i f t h e p r o j e c t l i s t h a d b e e n p r i o r i t i z e d a n d
h o w t h a t p r i o r i t y i s e s t a b l i s h e d . H e n o t e d t h a t S R 7 9 i s b e i n g w i d e n e d f r o m
R a m o n a E x p r e s s w a y t o D o m e n i g o n i P a r k w a y i n s t e a d o f a l l t h e w a y i n t o
T e m e c u l a .
E r i c H a l e y s t a t e d t h a t t h e p r o j e c t l i s t h a v e n o t b e e n p r i o r i t i z e d a n d w i l l b e
p r i o r i t i z e d b y p r o j e c t r e a d i n e s s , t r a f f i c v o l u m e s , a n d g r o w t h t r e n d s w h i c h w i l l
b e g i n n e x t y e a r w i t h a t r a n s i t i o n a l s t r a t e g i c p l a n .
C o m m i s s i o n e r M u l l e n c l a r i f i e d t h a t t h i s E x p e n d i t u r e P l a n , u p o n v o t e r
a p p r o v a l , d o e s n o t t a k e e f f e c t u n t i l 2 0 0 9 .
Riverside County Transportation Commission Minutes
April 10, 2002
Page 10
Eric Haley informed the Commission that the Ordinance requesting the Board
of Supervisors to place the Measure on the November ballot will be before
the Commission next month for action.
M/S/C (Lowe/Rudman) to adopt the Expenditure Plan for the Measure
"A" extension.
Abstained: Trembly
Opposed: Byrd
9. RCTC PUBLIC INFORMATION OUTREACH PROGRAM
M/S/C/ (Mullen/Venable) to:
1) Authorize the Executive Director and Legal Counsel to negotiate
a contract or a series of contracts not to exceed $500,000 for
consultant services to implement a public outreach program
pursuant to a formalized Request for Qualifications process;
2) Approve a budget adjustment of $200,000 in Fiscal Year 2001-
2002 and allocate $300,000 in Fiscal Year 2002-2003 to fund
the implementation of a comprehensive Measure "A" public
information outreach program; and,
3) Direct staff to return to the Commission in May for final
approval of a consultant services contract(s).
10. ITEMS PULLED FROM CONSENT CALENDAR
No items were pulled from the agenda for discussion.
1 1. COMMISSIONERS/EXECUTIVE DIRECTOR
A. Anne Mayer introduced Etta Rosso, who has recently joined the
Caltrans Executive Development Program and will spend some of her
training time at RCTC.
B. Commissioner Lowe requested a short presentation on the status of
the TUMF program at the next meeting.
C. Commissioner Mullen extended his appreciation to everyone who
participated in the drafting the Expenditure Plan.
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R i v e r s i d e C o u n t y T r a n s p o r t a t i o n C o m m i s s i o n M i n u t e s
A p r i l 1 0 , 2 0 0 2
P a g e 1 1
D . E r i c H a l e y a n n o u n c e d t h e c o m m e n c e m e n t o f t h e n e w R i v e r s i d e -
F u l l e r t o n - L o s A n g e l e s M e t r o l i n k s e r v i c e o n M a y 6 t h . T h e o p e n i n g
e v e n t b e g i n s a t 8 : 3 0 a . m . H e i n v i t e d t h e C o m m i s s i o n e r s t o a t t e n d t h e
e v e n t .
1 2 . C L O S E D S E S S I O N I T E M
C o n f e r e n c e w i t h R e a l P r o p e r t y N e g o t i a t o r P u r s u a n t t o S e c t i o n 5 4 9 4 6 . 8
A . N e g o t i a t i n g P a r t i e s : R C T C E x e c u t i v e D i r e c t o r o r D e s i g n e e
P r o p e r t y O w n e r s : S e e F o l l o w i n g L i s t o f P r o p e r t y O w n e r s
S R - 7 4 R i g h t - O f - W a y A c q u i s i t i o n s
I t e m
C P N
A P N
G r a n t o r
1
1 3 8 9 6 - 1
3 4 2 - 2 4 0 - 0 2 4
E t h e l M a y H a t c h e r
2
1 3 8 9 7 - 1
3 2 6 - 2 4 0 - 0 3 1
l a n t h e M . R o b e r s o n B e n t l e y -
J o h n s o n
3
1 3 9 0 3 - 1
3 2 6 - 2 4 0 - 0 5 2
M i c h a e l B . & B o n n i e S . M a r t i n
C o m m i s s i o n e r B u s t e r a b s t a i n e d f r o m d i s c u s s i o n a n d a c t i o n o f t h e f o l l o w i n g
c l o s e d s e s s i o n i t e m .
B . N e g o t i a t i n g P a r t i e s : R C T C E x e c u t i v e D i r e c t o r o r D e s i g n e e
P r o p e r t y O w n e r : W h i t e R o c k D e v e l o p m e n t
U n d e r N e g o t i a t i o n : P r i c e a n d T e r m s o f P a y m e n t
I t e m
A P N
G r a n t o r
1
3 7 7 - 3 7 3 - 0 0 8
W h i t e R o c k D e v e l o p m e n t
2
3 7 7 - 3 7 3 - 0 0 8
W h i t e R o c k D e v e l o p m e n t
3
3 7 7 - 3 7 3 - 0 0 8
W h i t e R o c k D e v e l o p m e n t
4
3 4 7 - 1 2 0 - 0 1 6
W h i t e R o c k D e v e l o p m e n t
5
3 4 7 - 1 2 0 - 0 1 6
W h i t e R o c k D e v e l o p m e n t
6
3 4 7 - 1 2 0 - 0 1 6
W h i t e R o c k D e v e l o p m e n t
7
3 4 7 - 1 2 0 - 0 1 6
W h i t e R o c k D e v e l o p m e n t
8
3 4 7 - 1 2 0 - 0 1 6
W h i t e R o c k D e v e l o p m e n t
9
3 4 7 - 1 2 0 - 0 1 7
W h i t e R o c k D e v e l o p m e n t .
W h i t e R o c k D e v e l o p m e n t
1 0
3 4 7 - 1 2 0 - 0 1 7
1 1
3 4 7 - 1 2 0 - 0 2 0
W h i t e R o c k D e v e l o p m e n t
1 2
3 4 7 - 1 2 0 - 0 2 0
W h i t e R o c k D e v e l o p m e n t
Riverside County Transportation Commission Minutes
April 10, 2002
Page 12
13
347-120-020'
White Rock Development
14
347-120-020
White Rock Development
15
347-120-021
White Rock Development
16
347-120-021
White Rock Development
17
347-120-021
White Rock Development
18
347-120-021
White Rock Development
13. ADJOURNMENT
There being no further business for consideration by the Riverside County
Transportation Commission, the meeting was adjourned at 11:36 a.m. The
next Commission meeting is scheduled to be held at 9:00 a.m., on
Wednesday, May 8, 2002, at the Chancellor's Conference Room, University
of California at Riverside, 1201 University Avenue, Room 207, Riverside,
California, 92501.
Respectfully submitted,
aty K9pe er
Clerk of the Board
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A G E N D A I T E M 5
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P u b l i c H e a r i n g
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R I V E R S I D E C O U N T Y T R A N S P O R T A T I O N C O M M I S S I O N
D A T E :
M a y 8 , 2 0 0 2
T O :
R i v e r s i d e C o u n t y T r a n s p o r t a t i o n C o m m i s s i o n
F R O M :
B u d g e t a n d I m p l e m e n t a t i o n C o m m i t t e e
I v a n M . C h a n d , C h i e f F i n a n c i a l O f f i c e r
T H R O U G H :
E r i c H a l e y , E x e c u t i v e D i r e c t o r
S U B J E C T :
P r o p o s e d B u d g e t F i s c a l Y e a r 2 0 0 2 - 2 0 0 3
B U D G E T A N D I M P L E M E N T A T I O N C O M M I T T E E A N D S T A F F R E C O M M E N D A T I O N :
T h i s i t e m i s f o r t h e C o m m i s s i o n t o :
1 ) H o l d t h e p u b l i c h e a r i n g t o r e c e i v e i n p u t a n d c o m m e n t s o n t h e
P r o p o s e d B u d g e t f o r F i s c a l Y e a r 2 0 0 2 - 2 0 0 3 a n d c o n t i n u e t h e p u b l i c
h e a r i n g t o t h e J u n e 1 2 , 2 0 0 2 ; a n d ,
2 ) D i s c u s s , r e v i e w a n d p r o v i d e g u i d a n c e o n t h e P r o p o s e d B u d g e t f o r
F i s c a l Y e a r 2 0 0 2 - 2 0 0 3 .
B A C K G R O U N D I N F O R M A T I O N :
S t a f f h a s g o n e t h r o u g h t h e b u d g e t p r o c e s s a n d a t t a c h e d i s a n e x e c u t i v e s u m m a r y
o u t l i n i n g t h e P r o p o s e d B u d g e t f o r F i s c a l Y e a r 2 0 0 2 - 2 0 0 3 . T h e g o a l s a n d
o b j e c t i v e s a p p r o v e d b y t h e C o m m i s s i o n o n M a r c h 1 3 , 2 0 0 2 , w e r e t h e b a s i s o f t h i s
b u d g e t . T h e g o a l s a n d o b j e c t i v e s c o n s i d e r e d d u r i n g t h e p r e p a r a t i o n o f t h e b u d g e t
a r e m o b i l i t y , g o o d s m o v e m e n t , c o n g e s t i o n r e l i e f a n d s a f e t y i m p r o v e m e n t s , a i r
q u a l i t y , e c o n o m i c d e v e l o p m e n t , i n t e r m o d a l i s m a n d a c c e s s i b i l i t y , t e c h n o l o g i c a l
i n n o v a t i o n , a n d p u b l i c a n d a g e n c y c o m m u n i c a t i o n s .
S t a f f i s s e e k i n g r e v i e w a n d i n p u t f r o m t h e C o m m i s s i o n , a t w h i c h t i m e a p u b l i c
h e a r i n g r e g a r d i n g t h e b u d g e t i s s c h e d u l e d . B a s e d o n i n p u t r e c e i v e d f r o m
C o m m i s s i o n e r s a n d o t h e r i n t e r e s t e d p a r t i e s , s t a f f w i l l u p d a t e t h e d o c u m e n t a n d
p r e s e n t t h e f i n a l b u d g e t f o r t h e C o m m i s s i o n ' s r e v i e w a n d a d o p t i o n i n J u n e
i m m e d i a t e l y f o l l o w i n g t h e c l o s e o f a p u b l i c h e a r i n g p e r i o d .
A t t a c h e d i s t h e e x e c u t i v e s u m m a r y f o r t h e P r o p o s e d B u d g e t f o r F i s c a l Y e a r 2 0 0 2 -
2 0 0 3 . T h i s d o c u m e n t c o n t a i n s a s u m m a r y o f a l l d e p a r t m e n t a l b u d g e t s a n d
s u m m a r i z e s t h e i n f o r m a t i o n f o r t h e e n t i r e C o m m i s s i o n . T h e d e p a r t m e n t b u d g e t s
p r e s e n t t h e g o a l s a n d o b j e c t i v e s , t h e r e s o u r c e s n e e d e d t o a c c o m p l i s h t h e g o a l a n d
1
the appropriation required to accomplish the tasks. At the June Commission
meeting, staff will present the entire budget with detailed narratives. Staff has
also included the fund budgets which examine the budgeted revenue and
expenditures from a fund perspective.
A summary of the Proposed Budget for Fiscal Year 2002-2003 is as follows:
Revenues $142,800,400
Personnel salary and fringe benefits 2,528,200
Professional 2,865,600
Support 2,086,400
Projects and Operations 115,584,100
Capital Outlay 332,000
Debt Service 35,551,000
Total Expenditures $158,947,300
Beginning Fund Balance
Ending Fund Balance
$151,867,774
$135,720,874
Attachment: FY 02-03 Proposed Budget Executive Summary
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2
EXECUTIVE SUMMARY
Introduction
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The budget for FY 2002-03 is presented to the Commissioners and the citizens of Riverside
County. The Budget outlines the projects the Commission would like to complete during the
year and appropriates expenditures to accomplish these tasks. The budget also shows the
revenues and fund balances that will be used to complete these tasks. This budget
document will serve as the Commission's monetary guideline. Staff has included
descriptive information regarding each department and major projects. The discussion in
each department/program area includes a review of major initiatives and key assumptions.
Though the budget is a very comprehensive document, staff believes its value and
usefulness to readers has been enhanced by these features.
Staff has used the goals and objectives approved at the Commission meeting on March 13,
2002 to prepare the budget. In addition to the Commission's long term goals and strategic
plan, the short term factors listed below were used to guide the development of the Budget:
Operational
• Continue planning the extension of Measure A and work on a transition plan between
the two measures.
• Continue the Commission mandate of a lean, non -layered staff structure.
• Improve on the skills and training of all levels of staff.
• Improve communication with Commissioners and educate policy makers on all issues
of importance to the Commission.
• Continue Commission involvement in the Community Environmental Transportation
Acceptability Process (CETAP)
• Improve utilization and increase efficiency of commuter rail lines serving the County.
• Support innovative programs which provide transit assistance in hard to serve rural
areas.
• Encourage greater department and staff involvement in budget development and
accountability for budget performance.
Financial
• Maintain administrative costs below the policy threshold of 4%. The current
Management Services budget is 3.11% of Measure A revenues.
• Continue to maintain prudent reserves to provide some level of insulation for
unplanned expenditures.
• Maintain current positive rating with rating agencies.
• Look for opportunities, funding sources, and innovative approaches to address
transportation needs that extend beyond Measure A.
• Move forward on Measure A projects for highways and regional arterials using both
sales tax revenues and State and Federal funding.
• Leverage and protect past Measure A investments in rail to obtain State and Federal
funding for additional rail improvements.
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B u d g e t O v e r v i e w
R e v e n u e s
O t h e r R e v e n u e
1 %
I n v e s t m e n t
S A F E F e e s I n c o m e
1 % 3 %
R e i m b u r s e m e n t s
2 5 %
O t h e r S a l e s T a x
5 %
M e a s u r e A S a l e s
T a x
6 5 %
T o t a l r e v e n u e s a r e b u d g e t e d a t $ 1 4 2 , 8 0 0 , 4 0 0 , w h i c h i s a n i n c r e a s e o f 1 9 . 3 % o v e r
p r o j e c t e d r e v e n u e s a n d a 1 . 3 % d e c r e a s e f r o m l a s t y e a r ' s b u d g e t . T h e p r o j e c t e d f u n d
b a l a n c e a t J u n e 3 0 , 2 0 0 2 a v a i l a b l e f o r e x p e n d i t u r e s , ( e x c l u s i v e o f d e b t s e r v i c e r e s e r v e s o f
$ 5 7 , 1 3 8 , 7 0 0 , l o a n s r e c e i v a b l e s f o r $ 9 5 9 , 4 0 0 , a n d p r e p a i d l e a s e f o r $ 9 8 1 , 7 0 0 ) i s
$ 9 2 , 7 8 8 , 0 0 0 . T o t a l f u n d i n g s o u r c e s a v a i l a b l e f o r F Y 0 2 / 0 3 b u d g e t a m o u n t t o
$ 2 3 5 , 5 8 8 , 4 0 0 .
C o m m i s s i o n R e v e n u e T r e n d
$ 1 6 0 , 0 0 0 , 0 0 0
$ 1 4 0 , 0 0 0 , 0 0 0
$ 1 2 0 , 0 0 0 , 0 0 0
$ 1 0 0 , 0 0 0 , 0 0 0
$ 8 0 , 0 0 0 , 0 0 0
$ 6 0 , 0 0 0 , 0 0 0
$ 4 0 , 0 0 0 , 0 0 0
$ 2 0 , 0 0 0 , 0 0 0
$ -
F Y 9 9 / 0 0 F Y 0 0 / 0 1
F I S C A L Y E A R S
F Y 0 2 / 0 3
Q' I n v e s t m e n t
I n c o m e
Q' O t h e r R e v e n u e
� R e i m b u r s e m e n t s
c o S a l e s T a x
R e v e n u e s
A f t e r p e r f o r m i n g a t r e n d a n a l y s i s a n d t a k i n g i n t o a c c o u n t l o c a l e c o n o m i c f a c t o r s , s t a f f h a s
p r o j e c t e d a 6 % i n c r e a s e i n M e a s u r e A s a l e s t a x r e v e n u e s . T h i s p r o j e c t i o n i s b a s e d o n F Y
0 1 / 0 2 r e c e i p t s a n d t r e n d a n a l y s i s . T h e C o m m i s s i o n i s a w a r e o f t h e p r o b l e m s f a c i n g t h e
S t a t e o f C a l i f o r n i a e c o n o m y ; h o w e v e r , R i v e r s i d e C o u n t y c o n t i n u e s t o g r o w d u e t o
p o p u l a t i o n i n c r e a s e a n d a w i d e r b a s e i n i t s e c o n o m i c e n g i n e . T h e o t h e r r e v e n u e c a t e g o r i e s
a r e b u d g e t e d a t l o w e r a m o u n t s t h a n p r i o r y e a r . L o c a l T r a n s p o r t a t i o n F u n d s ( L T F ) a r e
l o w e r , h o w e v e r , t h e C o m m i s s i o n r e c e i v e s r e i m b u r s e m e n t s f o r p r o j e c t s c o m p l e t e d a s t h e
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S a l e s t a x i t s e l f i s r e c e i v e d a s L o c a l T r a n s p o r t a t i o n F u n d s . L o c a l T r a n s p o r t a t i o n f u n d s a r e
a l s o p r o j e c t e d t o i n c r e a s e b y 6 % a n d t h e s e f u n d s w i l l b e d i s t r i b u t e d t o a l l t h e T r a n s i t
o p e r a t o r s i n t h e c o u n t y . R e i m b u r s e m e n t s a r e d o w n a s t h e C o m m i s s i o n i n v o i c e s F e d e r a l ,
S t a t e a n d L o c a l a g e n c i e s b a s e d o n p r o j e c t s c o m p l e t e d . F e d e r a l s o u r c e s w i l l f u n d r a i l
c a p i t a l a n d o t h e r c a p i t a l p r o j e c t s . I n v e s t m e n t I n c o m e w i l l b e l o w e r d u e t o s e v e r a l f a c t o r s .
T h e c u r r e n t e c o n o m i c e n v i r o n m e n t p r o v i d e s l o w e r i n t e r e s t e a r n i n g s a s t h e F e d e r a l R e s e r v e
h a s l o w e r e d r a t e r s . I n a d d i t i o n , t h e p r i m a r y s o u r c e o f t h e i n t e r e s t i n c o m e w a s i n t e r e s t o n
p r o c e e d s o f t h e C o n s t r u c t i o n f u n d u s e d t o f u n d R o u t e 7 4 . A s t h e p r o j e c t i s b u i l t , t h e f u n d s
a r e b e i n g u t i l i z e d , t h u s r e s u l t i n g i n l o w e r i n t e r e s t r e v e n u e s . S t a f f c o n t i n u e s t o a c t i v e l y
m a n a g e i t s r e s o u r c e s a n d m a k e a p p r o p r i a t e i n v e s t m e n t s t o m a x i m i z e t h e r e t u r n t o t h e
C o m m i s s i o n . O t h e r R e v e n u e c o n s i s t s o f m i s c e l l a n e o u s r e v e n u e s t h a t t h e C o m m i s s i o n
r e c e i v e s . T h i s r e v e n u e c a t e g o r y i s a l s o p r o j e c t e d t o b e l o w e r .
T a b l e 1
O p e r a t i n g R e v e n u e
F Y 9 9 / 0 0 F Y 0 0 / 0 1 F Y 0 1 / 0 2 F Y 0 1 / 0 2 F Y 0 2 / 0 3 D o l l a r P e r c e n t
A c t u a l A c t u a l B u d g e t P r o j e c t e d P r o p o s e d C h a n g e s C h a n g e s
M e a s u r e A S a l e s T a x $ 8 1 , 5 4 3 , 7 3 2 $ 8 8 , 9 7 3 , 6 1 7 $ 8 9 , 2 5 0 , 0 0 0 $ 9 1 , 0 3 5 , 0 0 0 $ 9 4 , 6 0 5 , 0 0 0 6 . 0 %
L T F S a l e s T a x 5 , 9 8 4 , 2 3 4 6 , 6 5 4 , 5 6 5 8 , 1 4 5 , 6 4 5 6 , 9 3 1 , 0 3 3 6 , 4 4 3 , 5 0 0 ( 1 , 7 0 2 , 1 4 5 ) - 2 0 . 9 %
R e i m b u r s e m e n t s 1 0 , 0 2 1 , 2 2 1 9 , 0 6 6 , 1 8 1 3 7 , 6 6 0 , 2 1 9 1 4 , 8 3 7 , 8 0 6 3 6 , 9 1 1 , 0 0 0 ( 7 4 9 , 2 1 9 ) - 2 . 0 %
O t h e r R e v e n u e 3 , 0 6 4 , 2 5 5 4 , 0 8 6 , 1 2 3 3 , 1 5 2 , 4 4 8 1 , 1 4 6 , 1 7 6 8 7 5 , 9 0 0 - 7 2 . 2 %
I n v e s t m e n t I n c o m e ( 2 , 2 7 6 , 5 4 8 )
5 1 9 3 8 3 2 9 . 8 4 2 4 7 2 6 . 4 7 4 5 0 0 5 7 1 2 3 9 4 1 9 6 5 . 0 0 0 ( ? . 5 0 9 . 5 0 4 ) - 3 8 8 %
T o t a l O p e r a t i n g R e v e n u e s $ 1 0 5 8 0 7 . 2 7 4 � 1 1 8 _ 6 2 2 . 9 5 8 $ 1 A 4 6 8 2 1 2 $ 1 1 9 , 6 6 2 4 0 4 $ 1 4 8 0 0 4 0 0 ( $ 1 , 8 8 ? 4 1 2 ) - 1 . 3 %
E x p e n d i t u r e s
T o t a l e x p e n d i t u r e s a r e b u d g e t e d a t $ 1 5 8 , 9 4 7 , 3 0 0 , a d e c r e a s e o f 4 . 3 % f r o m t h e p r i o r y e a r
b u d g e t a m o u n t o f $ 1 6 5 , 8 8 0 , 2 6 5 . T h e D e b t S e r v i c e a m o u n t f o r t h i s y e a r i s $ 3 5 , 5 5 1 , 0 0 0 .
A d m i n i s t r a t i v e c o s t s a r e b u d g e t e d a t $ 4 , 2 0 5 , 3 0 0 a n d p r o g r a m e x p e n d i t u r e s t o t a l
$ 1 1 9 , 1 9 1 , 0 0 0 .
P r o g r a m c o s t s h a v e d e c r e a s e d 5 . 7 % f r o m $ 1 2 6 , 5 0 9 , 7 1 5 t o $ 1 1 9 , 1 9 1 , 0 0 0 . T h i s d e c r e a s e i s
m i n i m a l a s t h e C o m m i s s i o n c o n t i n u e s t o m a i n t a i n t h e f u n d i n g l e v e l s a n d p r o g r a m s i t
c u r r e n t l y o v e r s e e s . R e d u c t i o n s i n p r o p o s e d b u d g e t s f o r s e v e r a l p r o g r a m s a r e n o t a
5
reflection of the service level. The Regional Arterial program shows a reduction as all
reserves were utilized in FY 01/02 and expenditures budgeted in FY 02/03 are for revenues
received in the budgeted fiscal year. Similarly in the Transit program, transit operators used
reserves from prior years in FY 01/02 and do not intend to use the same amount in FY
02/03.
Table 2
Program Expenditures - FY 2000 - 2003
FY 99/00 FY 00/01
Actual Actual
Capital Highway & Rail $9,857,310 $12,027,403
Rail Operations 4,401,427 5,137,472
Regional Arterial 6,467,674 10,532,091
Streets and Roads 31,275,142 34,338,176
Commuter Assistance 1,116,402 1,698,814
Special Transportation 2,869,592 3,197,679
Motorist Assistance 1,757,219 2,065,094
Plans & Programs 3,347,476 2,645,156
Transit 1,602,703 3,685,976
Regional Issues 206,893 132,098
Property Management 168,535 159,278
Management Services 2,695,597 2,689,303 3,825,350
Debt 30,527,304 35,442,358 35,545,200
Total $96,293,274 $113,750,898 $166,030,765
Note: Management Services include Executive Management, Administration and Finance.
FY 01/02 FY 01/02 FY 02/03 Dollar %
Budget Projected Proposed Change Change
$56,308,453 $20,113,724 $59,623,300 $3,314,847 5.9%
4,966,687 4,096,496 4,737,500 (229,187) -4.6%
9,740,000 9,740,000 5,432,000 (4,308,000) -44.2%
34,108,000 33,340,000 34,446,000 338,000 1.0%
2,451,600 1,964,405 2,395,000 (56,600) -2.3%
4,351,100 3,722,436 3,715,500 (635,600) -14.6%
2,875,334 2,604,020 2,024,900 (850,434) -29.6%
6,147,872 6,043,345 3,490,000 (2,657,872) -43.2%
5,298,519 5,222,170 3,023,500 (2,275,019) -42.9%
177,400 101,055 104,600 (72,800) -41.0%
235,250 140,101 198,700 (36,550) -15.5%
2,988,290 4,205,300 379,950 9.9%
35,964,471 35,551,000 5,800 0.0%
$126,040,513 $158,947,300 ($7,083,465) -4.3%
Commission Personnel
The Commission's salary and fringe benefits total $2,528,200. This represents a decrease
of 0.1% or $3,300 under FY 2001-2002 budget estimate of $2,531,500. The Commission
has set aside a pool of 4% for salary increases. Staff has also set aside $100,000 for
contingencies. The Commission is able to maintain the same levels of salary and benefits
funding as one employee is retiring and management has decided not to recruit for this
position at this time.
Table 3 - Staff Summary by Department - FY 2000 - 2003
FY 99/00 FY 00/01 FY 01/02 FY 02/03
FTE FTE FTE FTE
Executive Management
Administration
Finance
Capital Development & Delivery
Plans & Programs
Transit
Property Management
Regional Issues
Special Transportation
Rail Program
Commuter Assistance
Motorist Assistance
2.1 1.9 1.9 1.9
3.6 5.5 6.0 6.3
5.1 5.2 5.3 5.0
1.0 0.8 0.9 1.0
3.0 3.9 3.6 3.8
0.5 0.8 0.7 0.8
0.8 0.6 0.9 0.6
1.0 0.7 0.9 0.5
0.4 0.4 0.5 0.3
2.0 2.5 2.3 2.4
1.0 1.8 1.1 1.5
1.6 1.0 _1-Q
Total 22.0 25.0 25 Q 25-Q
•
•
6
Department Initiatives
•
•
Executive Management
• Expend considerable effort educating the public on the accomplishments of the
Commission.
• Communicate in a public forum the Commission's achievements and future plans in
preparation for a thirty year expansion/extension of Measure A.
• Conduct regular one-on-one meetings with the Commissioners and senior staff.
• Place a high priority on project development and delivery.
• Maintain and improve on the administrative efficiency and fiscally sound practices.
• Commit considerable resources to the Community Environmental Transportation
Acceptability Process (CETAP).
• Foster the Commission's full involvement in a broad range of local, regional, state
and federal government settings.
Table 4 - Executive Management
Program FY 99/00 FY 00/01 FY01/02 FY 01/02 FY 02/03 Dollar Percent
Costs Actual Actual Budget Projected Proposed Change Change
Personnel $210,483 $235,365 $302,000 $258,271
$317,000
Professional 299,058 323,130 305,000 312,000 292,500 $12,500) -4.11%
Support 54,135 74,746 58,600 57,820 51,900 (6,700) -11.4%
Total $563,676 $633,240 $665,600 $628,091 $661,400 (31,29_0)
Administration
• Coordinate with the County of Riverside, vendors and staff on the relocation to the
County of Riverside Regional Center in October 2002.
• Implementation of an Electronic Document Management System (EDMS) in May
2002 will improve Commission recordkeeping capabilities.
• Monitor staff training policies and procedures that link training assessment with
employee evaluations.
• Conduct an extensive educational program, in the form of one-to-one settings and
informational materials for the Commissioners.
• Expand the Commission's Measure A public information efforts to inform citizens in
Riverside County about the progress made in implementing the voter approved 1/2
cent sales tax in 1988.
Table 5 -- Administration
Program FY 99/00 FY 00/01 FY01/02 FY 01/02 FY 02/03 Dollar Percent
Costs Actual Actual Budget Projected Proposed Change Change
Personnel $285,632 $352,791 $462,500 $382,493 $453,000
Professional 121,230 121,684 449,000 166,399 676,000 227,000)0 50.6%
Support 721,091 688,333 904,300 561,657 935,400 31,100 3A%
Capital Outlay 50,319 63,503 237,000 237,000 332,000 95,000 40.1%
Total $1,178,272 $1,226,311 $2 052, QQ $1,347,549 $2396 400 $343,6Q0 16.7%
7
"
F i n a n c e
" M a i n t a i n A u d i t f e e s c o n s i s t e n t w i t h p r i o r y e a r s .
" C o n t i n u e p r o v i d i n g a c c o u n t i n g s e r v i c e s t o t h e W e s t e r n R i v e r s i d e C o u n c i l o f
G o v e r n m e n t s ( W R C O G ) .
" A c t i v e l y m a n a g e t h e C o m m i s s i o n i n v e s t m e n t s t o p r o t e c t a s s e t s a n d r e c e i v e a g o o d
r e t u r n .
T a b l e 6 - F i n a n c e
P r o g r a m F Y 9 9 / 0 0 F Y 0 0 / 0 1 F Y 0 1 / 0 2 F Y 0 1 / 0 2 F Y 0 2 / 0 3 D o l l a r P e r c e n t
C o s t s A c t u a l A c t u a l B u d g e t P r o j e c t e d P r o p o s e d C h a n g e C h a n g e
P e r s o n n e l $ 1 7 6 , 5 8 8 $ 3 6 9 , 3 3 8 $ 4 0 3 , 0 0 0 $ 3 9 5 , 0 0 0 $ 4 4 4 , 0 0 0 $ 4 1 , 0 0 0 1 0 . 2 %
P r o f e s s i o n a l 7 3 3 , 6 1 2 4 2 4 , 5 9 5 6 3 2 , 0 0 0 5 7 0 , 0 0 0 6 4 3 , 5 0 0 1 1 , 5 0 0 1 . 8 %
S u p p o r t 4 3 . 4 4 9 3 5 8 1 9 7 1 . 9 5 0 4 7 , 6 5 0 6 0 , 0 0 0 ( 1 1 . 9 5 0 ) - 1 6 . 6 % ,
T o t a l $ 9 5 3 , 6 5 0 X 9 . 7 5 1 1 1 . 1 Q f l . 9 5 0 $ , 0 1 2 , 6 5 4 $ 1 , 1 4 7 , 5 0 0 $ 4 0 , 5 5 0 3 . 7 %
P l a n n i n g a n d P r o g r a m m i n g
" L e a d t h e C E T A P e f f o r t w i t h i n t h e c o u n t y c o n t r a c t i n g f o r a l l e l e m e n t s o f t h e R i v e r s i d e
C o u n t y I n t e g r a t e d P l a n ( R C I P ) .
" K e e p l o c a l a g e n c i e s a p p r i s e d o f t h e s t a t u s o f t h e R e g i o n a l T r a n s p o r t a t i o n P l a n
( R T P ) f u n d i n g .
" W o r k w i t h t h e C o m m i s s i o n a n d T e c h n i c a l A d v i s o r y C o m m i t t e e ( T A C ) t o d e v e l o p t h e
c r i t e r i a f o r a c a l l f o r p r o j e c t s i n a n t i c i p a t i o n o f t h e r e a u t h o r i z a t i o n o f t h e
T r a n s p o r t a t i o n E q u i t y A c t o f t h e 2 1 S ` C e n t u r y ( T E A - 2 1 ) .
" P r e p a r e f o r t h e 2 0 0 4 S T I P d i s c r e t i o n a r y f u n d i n g c a l l f o r p r o j e c t s b y d e v e l o p i n g
c r i t e r i a t o m e e t C T C r e q u i r e m e n t s a n d t r a n s p o r t a t i o n o b j e c t i v e s i n R i v e r s i d e C o u n t y .
" C o n t i n u e t h e c o o p e r a t i v e e f f o r t o n t h e N o r t h / S o u t h C o r r i d o r S t u d y _
T a b l e 7 - P l a n s & P r o g r a m s
P r o g r a m F Y 9 9 / 0 0 F Y 0 0 / 0 1 F Y 0 1 / 0 2 F Y 0 1 / 0 2 F Y 0 2 / 0 3 D o l l a r P e r c e n t
C o s t s A c t u a l A c t u a l B u d g e t P r o j e c t e d P r o p o s e d C h a n g e C h a n g e
P e r s o n n e l $ 3 8 1 , 4 6 5 $ 3 1 2 , 5 7 4 $ 3 4 2 , 0 0 0 $ 3 0 7 , 7 3 3 $ 3 6 4 , 0 0 0 $ 2 2 , 0 0 0 6 . 4 %
P r o f e s s i o n a l 1 0 0 , 3 5 3 9 0 , 9 0 3 1 2 4 , 0 0 0 7 0 , 0 0 0 1 0 7 , 0 0 0 ( 1 7 , 0 0 0 ) - 1 3 . 7 %
S u p p o r t 1 1 , 4 7 3 7 , 3 5 9 2 1 , 0 0 0 1 2 , 2 4 0 2 3 , 0 0 0 2 , 0 0 0 9 . 5 %
P r o j e c t s / O p e r a t i o n s 2 . 8 5 4 . 1 8 6 2 . 2 3 4 . 3 2 1 5 . 6 6 0 . 8 7 2 5 , 6 5 3 . 3 7 2 2 . 9 9 6 . 0 0 0 ( 2 . 6 6 4 . 8 7 2 ) - 4 7 . 1 %
T o t a l $ 3 , 3 4 7 , 4 7 6 $ 2 , 6 4 5 , 1 5 6 $ 6 , 1 4 7 , 8 7 2 $ 6 , 0 4 3 , 3 4 5 $ 3 , 4 9 0 , 0 0 0 ( $ 2 , 6 5 7 , 8 7 2 ) - 4 3 . 2 %
T r a n s i t
" E n c o u r a g e t r a n s i t o p e r a t o r s t o p u r c h a s e c l e a n f u e l b u s e s .
" E n s u r e t h a t a l l o p e r a t o r s r e m a i n c o n s i s t e n t w i t h t h e C o m m i s s i o n ' s a d o p t e d
p r o d u c t i v i t y i m p r o v e m e n t p r o g r a m s .
" M o n i t o r t r a n s i t o p e r a t o r ' s Q u a r t e r l y C a p i t a l G r a n t s R e p o r t s .
"
"
8
"
"
"
T a b l e 8 - T r a n s i t
P r o g r a m F Y 9 9 / 0 0 F Y 0 0 / 0 1 F Y 0 1 / 0 2 F Y 0 1 / 0 2 F Y 0 2 / 0 3 D o l l a r P e r c e n t
C o s t s A c t u a l A c t u a l B u d g e t P r o j e c t e d P r o p o s e d C h a n g e C h a n g e
P e r s o n n e l $ 6 9 , 4 1 7 $ 8 3 , 4 1 9 $ 8 7 , 0 0 0 $ 1 0 7 , 6 3 5 $ 9 8 , 0 0 0 $ 1 1 , 0 0 0 1 2 . 6 %
P r o f e s s i o n a l 2 , 7 0 5 6 7 , 1 0 1 6 , 0 0 0 5 , 0 0 0 6 , 0 0 0 0 . 0 %
S u p p o r t 2 , 9 2 0 5 , 6 7 1 1 1 , 5 0 0 9 , 5 3 5 1 2 , 5 0 0 1 , 0 0 0 8 . 7 %
P r o j e c t s / O p e r a t i o n s 1 . 5 2 7 . 6 6 1 3 . 5 2 9 . 7 8 4 5 1 9 4 0 1 9 5 1 0 0 , 0 0 0 2 . 9 0 7 , 0 0 0
T o t a l ( 2 . 2 8 7 . 0 1 9 ) - 4 4 . 0 %
$ 1 , 6 0 2 , 7 0 3 , $ 8 5 9 7 6 $ 5 , 2 9 8 . 5 1 , 9 , 2 2 2 , 1 7 0 2 . ( $ 2 , 2 7 , , 0 1 2 ) - 4 2 . 9 %
R a i l P r o g r a m
" C o m p l e t e t h e a l t e r n a t i v e s a n a l y s i s o f t h e S a n J a c i n t o B r a n c h L i n e / I - 2 1 5 c o r r i d o r .
" N o r t h M a i n C o r o n a S t a t i o n o p e n s i n F a l l 2 0 0 3 .
" C o n t i n u e t o p l a y a p r o a c t i v e r o l e i n t h e d e v e l o p m e n t o f a s t a t e w i d e , h i g h - s p e e d
p a s s e n g e r r a i l s y s t e m .
" I m p r o v e u t i l i z a t i o n a n d i n c r e a s e e f f i c i e n c y o f c o m m u t e r r a i l l i n e s s e r v i n g t h e c o u n t y .
" C o n t i n u e e f f o r t s t o r e d u c e c o m m u n i t y i m p a c t s o f r a i l i n f r a s t r u c t u r e a n d o p e r a t i o n .
T a b l e 9 - R a i l
P r o g r a m F Y 9 9 / 0 0 F Y 0 0 / 0 1 F Y 0 1 / 0 2 F Y 0 1 / 0 2 F Y 0 2 / 0 3 D o l l a r P e r c e n t
C o s t s A c t u a l A c t u a l B u d g e t P r o j e c t e d P r o p o s e d C h a n g e C h a n g e
P e r s o n n e l $ 2 5 4 , 4 6 6 $ 2 2 6 , 6 4 8 $ 2 1 3 , 0 0 0 $ 2 0 3 , 4 3 5 $ 2 2 7 , 0 0 0 $ 1 4 , 0 0 0 6 . 6 %
P r o f e s s i o n a l 1 7 4 , 0 4 9 1 2 1 , 3 7 5 1 6 1 , 5 0 0 1 4 2 , 0 0 0 1 3 5 , 0 0 0 ( 2 6 , 5 0 0 ) - 1 6 . 4 %
S u p p o r t 1 1 , 9 9 9 1 5 , 5 6 5 2 9 , 7 0 0 4 0 , 7 4 0 7 5 , 0 0 0 4 5 , 3 0 0 1 5 2 . 5 %
P r o j e c t s / O p e r a t i o n s 3 , 9 6 0 , 9 1 3 4 , 7 7 3 , 8 8 4 4 , 5 6 2 , 4 8 7 3 , 7 1 0 , 3 2 1 4 , 3 0 0 , 5 0 0 ( 2 6 1 , 9 8 7 ) - 5 . 7 %
O p e r a t i n g T r a n s f e r - - - 4 1 4 . 0 0 0 4 1 4 . 0 0 0
T o t a l $ 4 , 4 0 1 , 4 2 7 $ 5 , 1 3 7 , 4 7 2 $ 4 , 9 6 6 , 6 8 7 $ 4 , 0 9 6 , 4 9 6 1 5 , j 5 1 X 0 0 $ 1 8 4 , 8 1 3 3 . 7 %
R e g i o n a l I s s u e s
" P l a n a l e a d e r s h i p r o l e i n t h e d i s c u s s i o n o f L A X e x p a n s i o n a n d c o n s i d e r a t i o n r e g i o n a l
a i r p o r t n e e d s .
" M a n a g e t h e C o n g e s t i o n M i t i g a t i o n a n d A i r Q u a l i t y ( C M A Q ) C l e a n F u e l s O p p o r t u n i t y
f u n d .
T a b l e 1 0 - - R e g i o n a l I s s u e s
P r o g r a m F Y 9 9 / 0 0 F Y 0 0 / 0 1 F Y 0 1 / 0 2 F Y 0 1 / 0 2 F Y 0 2 / 0 3 D o l l a r P e r c e n t
C o s t s A c t u a l A c t u a l B u d g e t P r o j e c t e d P r o p o s e d C h a n g e C h a n g e
P e r s o n n e l $ 1 1 2 , 3 2 1 $ 8 1 , 3 3 1 $ 1 1 4 , 0 0 0 $ 6 3 , 5 8 0 $ 6 4 , 0 0 0 ( $ 5 0 , 0 0 0 ) - 4 3 . 9 %
P r o f e s s i o n a l 6 0 , 4 3 3 4 4 , 6 2 8 5 2 , 0 0 0 3 0 , 7 5 0 3 2 , 0 0 0 ( 2 0 , 0 0 0 ) - 3 8 . 5 %
S u p p o r t 2 6 , 6 3 9 6 , 1 3 8 1 1 , 4 0 0 6 , 7 2 5 8 , 6 0 0 ( 2 , 8 0 0 ) - 2 4 . 6 %
P r o j e c t s / O p e r a t i o n : 7 . 5 0 0 -
T o t a l $ 2 0 6 , 8 9 3 $ 1 3 2 , 0 9 8 $ 1 7 7 , 4 0 0 1 0 1 $ 1 0 4 , 6 0 0 ( $ 7 2 , 8 0 0 ) - 4 1 . 0 %
C a p i t a l P r o j e c t s D e v e l o p m e n t a n d D e l i v e r y
" C o m p l e t e c o n s t r u c t i o n o f R o u t e 6 0 H O V l a n e s f r o m t h e 6 0 / 1 - 2 1 5 t o R e d l a n d s B l v d .
" C o n s t r u c t i o n o f R o u t e 7 4 r e a l i g n m e n t s t r e e t w i d e n i n g f r o m 1 - 1 5 i n C i t y o f L a k e
E l s i n o r e t o 7 t h S t r e e t i n t h e C i t y o f P e r r i s .
" A d v a n c e o p e r a t i o n a l i m p r o v e m e n t s a l o n g R o u t e 1 1 1 i n t h e C o a c h e l l a V a l l e y .
" C o n t i n u e c o n s t r u c t i o n o f a u x i l i a r y l a n e s f r o m M a g n o l i a t o M a r y S t r e e t .
9
" C o m p l e t e c o n s t r u c t i o n o f t h e n e w N o r t h M a i n C o r o n a s t a t i o n .
" C o n s t r u c t p a r k i n g l o t e x p a n s i o n s a t L a S i e r r a a n d R i v e r s i d e D o w n t o w n S t a t i o n s .
" I n s t a l l a s e c u r i t y s y s t e m a t t h e P e d l e y r a i l s t a t i o n a n d c o n s t r u c t i o n o f s t a t i o n
e m e r g e n c y p l a t f o r m .
" D e s i g n H O V l a n e s o n R o u t e 9 1 b e t w e e n M a r y S t r e e t a n d t h e S t a t e R o u t e 6 0 / 9 1 / 1 -
2 1 5 I n t e r c h a n g e .
" C o m p l e t e R o u t e 7 9 r e a l i g n m e n t p r o j e c t r e p o r t a n d e n v i r o n m e n t d o c u m e n t .
T a b l e 1 1 - C a p i t a l P r o j e c t s D e v e l o p m e n t & D e l i v e r y
P r o g r a m F Y 9 9 1 0 0 F Y 0 0 / 0 1 F Y 0 1 / 0 2 F Y 0 1 / 0 2 F Y 0 2 / 0 3 D o l l a r P e r c e n t
C o s t s A c t u a l A c t u a l B u d g e t P r o j e c t e d P r o p o s e d C h a n g e C h a n g e
P e r s o n n e l $ 1 8 7 , 8 0 3 $ 1 7 9 , 9 8 0 $ 1 8 6 , 0 0 0 $ 1 3 6 , 9 9 0 $ 1 9 1 , 2 0 0 $ 5 , 2 0 0 2 . 8 %
P r o f e s s i o n a l 2 4 6 , 3 6 6 2 9 0 , 8 8 0 6 3 8 , 0 0 0 6 9 4 , 6 9 5 5 9 5 , 6 0 0 ( 4 2 , 4 0 0 ) - 6 . 6 %
S u p p o r t 2 7 , 9 3 3 1 0 , 5 7 4 2 6 , 9 0 0 1 8 , 2 0 1 3 4 , 5 0 0 7 , 6 0 0 2 8 . 3 %
P r o j e c t s / O p e r a t i o n s 4 7 , 1 3 8 , 0 2 4 5 6 , 4 1 6 , 2 3 5 9 9 , 3 0 5 , 5 5 3 6 2 , 3 4 3 , 8 3 8 9 8 , 6 8 0 , 0 0 0 ( 6 2 5 , 5 5 3 ) - 0 . 6 %
O p e r a t i n g T r a n s f e r 3 0 . 5 2 7 . 4 1 5 3 3 . 8 9 1 . 1 8 7 3 5 . 9 6 4 . 0 0 0 3 8 . 2 2 3 . 9 3 0 3 5 . 5 5 0 . 0 0 0 ( 4 1 4 . 0 0 0 ) - 1 . 2 %
T o t a l $ 7 8 , 1 2 7 5 4 0 $ 9 0 . 7 . 8 8 . 8 5 7 _ $ 1 3 6 , 1 2 0 , 4 5 3 $ 1 0 1 4 1 7 . 6 5 4 $ 1 3 5 . 0 6 1 . 3 0 0 ( $ 1 , 0 6 9 , 1 5 3 ) - 0 _ 8 %
S p e c i a l T r a n s p o r t a t i o n
" S u p p o r t i n n o v a t i v e p r o g r a m s w h i c h p r o v i d e t r a n s i t a s s i s t a n c e i n h a r d t o s e r v e r u r a l
a r e a s o r f o r r i d e r s h a v i n g v e r y s p e c i a l t r a n s i t n e e d s .
" A c a l l f o r p r o j e c t s c o v e r i n g F Y 0 2 / 0 3 a n d F Y 0 3 / 0 4 w i l l p r o v i d e $ 2 . 5 m i l l i o n t o l o c a l
a g e n c i e s t h r o u g h o u t w e s t e r n R i v e r s i d e C o u n t y t o s u p p o r t o n g o i n g s p e c i a l i z e d t r a n s i t
p r o g r a m s .
" P r o v i d e m a t c h i n g f u n d s t o r e c e i v e S e c t i o n 5 3 1 0 f e d e r a l g r a n t s t o a s s u r e a v a i l a b i l i t y
o f f u n d s .
T a b l e 1 2 - S p e c i a l T r a n s p o r t a t i o n
P r o g r a m F Y 9 9 / 0 0 F Y 0 0 / 0 1 F Y 0 1 / 0 2 F Y 0 1 / 0 2 F Y 0 2 / 0 3 D o l l a r P e r c e n t
C o s t s A c t u a l A c t u a l B u d g e t P r o j e c t e d P r o p o s e d C h a n g e C h a n g e
P e r s o n n e l $ 3 9 , 7 1 8 $ 3 7 , 9 7 5 $ 6 2 , 0 0 0 $ 2 2 , 6 5 5 $ 4 2 , 0 0 0 ( $ 2 0 , 0 0 0 ) - 3 2 . 3 %
P r o f e s s i o n a l 2 3 1 1 , 2 2 0 6 , 0 0 0 1 , 3 5 3 9 , 0 0 0 3 , 0 0 0 5 0 . 0 %
S u p p o r t 3 , 6 1 1 5 , 1 0 1 1 4 , 1 0 0 1 , 2 2 0 1 7 , 5 0 0 3 , 4 0 0 2 4 . 1 %
P r o j e c t s l O p e r a t i o n s 2 8 2 6 . 0 3 1 3 , 1 3 , 3 8 4 4 , 2 6 9 . 0 0 0 3 , 6 9 7 , 2 0 8 3 , 6 4 7 . 0 0 0 ( 6 2 2 . 0 0 0 ) - 1 4 . 6 %
T o t a l U 1 1 0 5 _ 9 2 $ 3 . 1 9 7 . 6 7 9 $ 4 . 3 5 1 , 1 0 0 7 2 2 4 3 6 $ 3 , 7 1 5 , 5 0 0 ( $ 6 3 5 . 6 9 0 ) - 1 4 . 6 %
C o m m u t e r A s s i s t a n c e
" C o n t i n u e o p e r a t i n g i t s c o r e r i d e s h a r e p r o g r a m s ; n a m e l y C l u b R i d e , t h e C o m m u t e r
E x c h a n g e , a n d b u s - p o o l s u b s i d i e s .
" I n l a n d E m p i r e C o m m u t e r S e r v i c e s w i l l c o n t i n u e t o b e m a n a g e d b y t h e C o m m i s s i o n
t o s u p p o r t v o l u n t a r y e m p l o y e r p r o g r a m s a i m e d a t e n c o u r a g i n g e m p l o y e e s t o
r i d e s h a r e .
" P r o v i d e r i d e s h a r i n g a n d t e l e s e r v i c e s f o r I n l a n d E m p i r e r e s i d e n t s .
"
"
1 1 0
1 0
"
"
T a b l e 1 3 - C o m m u t e r A s s i s t a n c e
P r o g r a m F Y 9 9 / 0 0 F Y 9 9 / 0 0 F Y 0 1 / 0 2 F Y 0 1 / 0 2 F Y 0 2 / 0 3 D o l l a r P e r c e n t
C o s t s A c t u a l A c t u a l B u d g e t P r o j e c t e d P r o p o s e d C h a n g e C h a n g e
P e r s o n n e l $ 1 2 7 , 4 2 3 $ 1 7 7 , 7 5 6 $ 1 4 3 , 0 0 0 $ 2 2 6 , 8 4 1 $ 1 5 0 , 0 0 0 $ 7 , 0 0 0 4 . 9 %
P r o f e s s i o n a l 2 0 , 7 5 3 1 6 , 3 2 2 3 7 4 , 5 0 0 4 1 9 , 9 3 3 2 5 1 , 0 0 0 ( 1 2 3 , 5 0 0 ) - 3 3 . 0 %
S u p p o r t 5 , 1 8 7 2 2 6 , 5 6 5 5 8 8 , 3 8 5 3 3 7 , 5 3 2 4 3 9 , 0 0 0 ( 1 4 9 , 3 8 5 ) - 2 5 . 4 %
P r o j e c t s / O p e r a t i o n s 9 6 3 , 0 3 8 1 , 2 7 8 , 1 7 1 1 , 2 9 5 , 7 1 5 9 8 0 , 0 9 9 1 , 5 5 5 , 0 0 0 2 5 9 , 2 8 5 2 0 . 0 %
C a p i t a l O u t l a y - - 5 0 . 0 0 0 - - ( 5 0 . 0 0 0 ) - 1 0 0 . 0 %
T o t a l $ 1 , 1 1 6 , 4 0 2 $ 1 , 6 9 8 , 8 1 4 $ 2 , 4 5 1 , 6 0 0 $ 1 , 9 6 4 , 4 0 5 $ 2 , 3 9 5 , 0 0 0 ( $ 5 6 , 6 0 0 ) - 2 . 3 %
M o t o r i s t A s s i s t a n c e
" P r o f e s s i o n a l C o m m u n i c a t i o n s N e t w o r k w a s a w a r d e d t h e n e w c o n t r a c t f o r c a l l b o x
a n s w e r i n g a n d d i s p a t c h i n g s e r v i c e s a n d b e g a n a c c e p t i n g a l l t h e c a l l b o x c a l l s f o r
R i v e r s i d e a n d S a n B e r n a r d i n o c o u n t i e s F e b r u a r y 2 0 0 2 r e s u l t i n g i n a f a s t e r a n d m o r e
r e s p o n s i v e s e r v i c e f o r m o t o r i s t s a t a l o w e r c o s t t o t h e C o m m i s s i o n .
" I n p a r t n e r s h i p w i t h C a l t r a n s a n d C H P , e v a l u a t e a n d d e t e r m i n e i f F r e e w a y S e r v i c e
P a t r o l s e r v i c e s a r e i n n e e d o f c h a n g e s d u r i n g c o n g e s t i o n a n d c o n s t r u c t i o n o n v a r i o u s
f r e e w a y s e g m e n t s i n t h e c o u n t y .
T a b l e 1 4 M o t o r i s t A s s i s t a n c e
P r o g r a m F Y 9 9 / 0 0 F Y 0 0 / 0 1 F Y 0 1 / 0 2 F Y 0 1 / 0 2 F Y 0 2 / 0 3 D o l l a r P e r c e n t
C o s t s A c t u a l A c t u a l B u d g e t P r o j e c t e d P r o p o s e d C h a n g e C h a n g e
P e r s o n n e l $ 1 0 0 , 1 8 6 $ 9 4 , 8 0 8 $ 1 2 6 , 0 0 0 $ 9 3 , 7 0 0 $ 1 2 3 , 0 0 0
P r o f e s s i o n a l ( $ 3 , 0 0 0 ) - 2 . 4 %
4 4 , 7 8 6 5 0 , 9 1 8 8 0 , 0 0 0 4 9 , 9 0 0 6 0 , 0 0 0 ( 2 0 , 0 0 0 ) - 2 5 . 0 %
S u p p o r t 8 , 2 0 6 2 3 , 3 5 1 3 4 , 9 0 0 2 8 , 0 7 0 3 4 , 3 0 0 ( 6 0 0 ) - 1 . 7 %
P r o j e c t s / O p e r a t i o n s 1 6 0 4 0 4 1 1 . 8 9 6 0 1 7 2 5 3 4 . 4 3 4 2 . 4 3 2 . 3 5 0 1 , 8 0 7 . 6 0 0 ( 8 2 6 . 8 3 4 ) - 3 1 . 4 %
T o t a l $ 1 , 7 5 7 , 2 1 9 $ 2 . ) 6 5 , 0 9 4 $ 2 , 8 7 5 , 3 3 4 $ 2 , 6 0 4 , 0 2 0 $ 2 0 2 4 9 0 0 0 1 8 5 0 . 1 3 4 ) - 2 9 . 6 %
P r o p e r t y M a n a g e m e n t
" M a i n t a i n t h e o r d e r , s a f e t y a n d s e c u r i t y o f t h e C o m m i s s i o n o w n e d p r o p e r t i e s .
" D e t e r m i n e t h e h i g h e s t a n d b e s t u s e o f C o m m i s s i o n o w n e d p r o p e r t y .
" G e n e r a t e a r e v e n u e s t r e a m t o s u p p o r t t h e c o s t s o f m a i n t a i n i n g C o m m i s s i o n o w n e d
r e a l p r o p e r t y .
" S u p p o r t t h e c o n c e p t o f t r a n s i t o r i e n t e d d e v e l o p m e n t a t M e t r o l i n k S t a t i o n s .
" O b t a i n t r a n s f e r o f l a n d f r o m C a l t r a n s a n d t h e B a s e R e u s e C o m m i s s i o n f o r t h e S a n
J a c i n t o B r a n c h L i n e .
T a b l e 1 5 - P r o p e r t y M a n a g e m e n t
P r o g r a m F Y 9 9 / 0 0 F Y 0 0 / 0 1 F Y 0 1 / 0 2 F Y 0 1 / 0 2 F Y 0 2 / 0 3 D o l l a r P e r c e n t
C o s t s A c t u a l A c t u a l B u d g e t P r o j e c t e d P r o p o s e d C h a n g e C h a n g e
P e r s o n n e l $ 7 1 , 0 4 6 $ 4 3 , 4 0 1 $ 9 1 , 0 0 0 $ 4 8 , 3 3 0 $ 5 5 , 0 0 0 ( $ 3 6 , 0 0 0 ) - 3 9 . 6 %
P r o f e s s i o n a l 3 0 , 3 4 9 3 7 , 7 0 5 6 3 , 0 0 0 4 0 , 0 4 7 5 8 , 0 0 0 ( 5 , 0 0 0 ) - 7 . 9 %
S u p p o r t 6 , 3 7 3 4 , 8 4 2 9 , 0 5 0 9 6 3 1 0 , 3 0 0 1 , 2 5 0 1 3 . 8 %
P r o j e c t s / O p e r a t i o i 6 0 . 7 6 7 7 3 . 3 3 0 7 2 . 2 0 0 5 0 . 7 6 1 7 5 . 4 0 0 3 2 0 0 4 . 4 %
T o t a l $ 1 6 8 , 5 3 5 $ 1 5 9 , 2 7 8 $ 2 3 5 , 2 5 0 $ 1 4 0 , 1 0 1 $ 1 9 8 , 7 0 0 ( $ 3 6 , 5 5 0 ) - 1 5 . 5 %
1 1
TABLE 16 - FUND BALANCES — BY PROGRAM AND GEOGRAPHIC AREA
June 30, 2003
Western County Coachella Valley Palo Verde Non Measure A Other Total
Reserved:
Commuter Assistance $8,156,330 $0 $0 $0 $0 $8,156,330
Debt Service 17,731,666 0 0 0 40,461,069 58,192,735
Highway 24,783,775 705,989 0 0 0 25,489,764
Loans Receivable 13,791,739 0 0 0 0 13,791,739
Prepaid Rent 937,067 0 0 0 0 937,067
Property Management 0 0 0 0 1,655,310 1,655,310
Rail 8,013,745 0 0 0 0 8,013,745
Regional Arterial 0 1,452,913 0 0 0 1,452,913
Special Transportation 4,454,919 712,255 0 0 0 5,167,174
Streets & Roads 583,421 446,854 87,701 0 0 1,117,976
1DA 0 0 0 0 12,658 12,658
Transit 0 0 0 1,675,969 2,865,581 4,541,550
Designated:
Contingency 740,833 2,440,903 0 308 3,556 3,185,600
Motorist Assistance 0 0 0 2,274,042 0 2,274,042
Unreserved: 0 0 0 176.887 1,555,381 1.732,269
$79,193,495 $5,758,914 $87,701 $4,127,206 $46,553,556 $135,720,875
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T a b l e 1 7 - B u d g e t C o m p a r a t i v e B y S u m m a r i z e d L i n e I t e m
J u n e 3 0 , 2 0 0 3
S O U R C E S O F R E V E N U E : F Y 9 9 / 0 0 F Y 0 0 / 0 1 F Y 0 1 / 0 2 F Y 0 1 / 0 2 F Y 0 2 / 0 3 D o l l a r P e r c e n t
A c t u a l A c t u a l B u d g e t P r o j e c t e d P r o p o s e d C h a n g e C h a n g e
O p e r a t i n g R e v e n u e s
M e a s u r e A S a l e s T a x $ 8 1 , 5 4 3 , 7 3 2 $ 8 8 , 9 7 3 , 6 1 7 $ 8 9 , 2 5 0 , 0 0 0 $ 9 1 , 0 3 5 , 0 0 0 $ 9 4 , 6 0 5 , 0 0 0 T D A S a l e s T a x - P l a n n i n g / A d m i n . 1 . 5 5 5 , 2 6 3 1 , 6 3 1 , 4 8 2 1 , 7 1 9 , 2 4 5 1 , 8 8 4 , 7 3 3 1 , 9 9 8 , 4 0 0 2 7 9 , 1 5 5 1 6 , 2 %
T D A S a l e s T a x - T r a n s i t A l l o c . _ 4 , 4 2 8 , 9 7 1 5 , 0 2 3 , 0 8 3 6 , 4 2 6 , 4 0 0 5 , 0 4 6 , 3 0 0 4 , 4 4 5 , 1 0 0 ( 1 , 9 8 1 , 3 0 0 ) - 3 0 . 8 %
S T A T r a n s i t A l l o c a t i o n 2 , 4 2 3 , 3 9 7 2 , 4 8 2 , 5 9 8 4 , 6 4 4 , 0 1 9 3 , 1 4 4 , 1 3 6 4 , 2 4 9 , 0 0 0 - 8 . 5 %
S A F E F e e s 1 , 1 8 3 , 3 6 4 1 , 2 9 7 , 4 7 4 1 , 0 0 0 , 0 0 0 1 , 1 0 0 , 0 0 0 1 , 1 5 0 , 0 0 0 ( 1 5 0 , 0 0 0 ) 5 . 0 %
R e i m b u r s e m e n t 6 , 4 1 4 , 4 6 1 5 , 2 8 6 , 1 0 9 3 2 , 0 1 6 , 2 0 0 1 0 , 5 9 3 , 6 7 0 3 1 . 5 1 2 , 0 0 0 O t h e r R e v e n u e 3 , 0 6 4 , 2 5 5 4 , 0 8 6 , 1 2 3 3 , 1 5 2 , 4 4 8 1 , 1 4 6 , 1 7 6 8 7 5 , 9 0 0 ( 5 0 4 , 2 0 0 ) 1 2 /
I n v e s t m e n t I n c o m e 5 . 1 9 3 8 3 2 9 . 8 4 2 . 4 7 2 6 4 7 4 5 0 0 5 . 7 1 2 3 9 4 3 . 9 6 5 . 0 0 0 ( 2 , 2 7 6 . 5 4 8 ) { 2 5 0 9 0 Q - 7 2 . 2 %
T o t a l O p e r a t i n g R e v e n u e s 1 0 5 , 8 0 7 , 2 7 4 1 1 8 , 6 2 2 , 9 5 8 1 4 4 , 6 8 2 , 8 1 2 1 1 9 , 6 6 2 . 4 0 9 1 4 2 , 8 0 0 , 4 0 0 ( 1 . 8 8 2 , 4 1 2 ) 3 8 . 3 %
D e b t P r o c e e d s 0 3 5 . 9 1 1 1 4 9 1 4 9
T o t a l S o u r c e s o f F u n d s 0 0 4 0 0 . 0 %
1 0 5 , 8 0 7 , 2 7 4 1 5 4 , 5 5 7 , 1 0 7 1 4 4 , 6 8 2 , 8 1 2 1 1 9 , 6 6 2 , 4 0 9 1 4 2 , 8 0 0 . 4 0 0 ( 1 , 8 8 2 , 4 1 2 ) - 1 . 3 %
T o t a l D e b t S e r v i c e 3 0 , 5 2 7 , 3 0 4 3 5 , 4 4 2 , 3 5 8 3 5 , 5 4 5 , 2 0 0 3 5 , 9 6 4 , 4 7 1
C a p i t a l O u t l a y 3 5 , 5 5 1 , 0 0 0 5 , 8 0 0 0 . 0 %
5 . 0 - 3 1 9 6 3 . 5 0 2 2 8 7 . 0 . 4 4 2 3 7 . 0 0 0 3 3 2 . 0 0 0 4 5 . 0 0 0 1 5 . 7 %
E x p e n d i t u r e s b e f o r e D i s t r i b u t i o n s a n d
O p e r a t i n g T r a n s f e r s 9 6 , 2 9 3 , 2 7 4 1 1 3 , 7 5 0 , 8 9 8 1 6 5 , 8 8 0 , 2 6 5 1 2 6 , 0 4 0 , 5 1 3 1 5 8 , 9 4 7 , 3 0 0 ( 8 , 9 3 2 , 9 6 5 ) - 4 . 2 %
O p e r a t i n g T r a n s f e r s ( N e t ) 0 0 0
0 0 0 0 . 0 %
T o t a l E x p e n d i t u r e s 9 6 , 2 9 3 . 2 7 4 1 1 3 , 7 5 0 , 8 9 8 1 6 5 . 8 8 0 , 2 6 5 1 2 6 , 0 4 0 , 5 1 3 1 5 E , 9 4 7 , 3 0 0 ( 6 , 9 3 2 , 9 6 5 ) - 4 . 2 %
E x c e s s ( D e f i c i e n c y ) o f R e v e n u e s
O v e r E x p e n d i t u r e s 9 , 5 1 4 , 0 0 0 4 0 , 8 0 6 , 2 0 9
C o n t i n g e n c y ( 2 1 , 1 9 7 , 4 5 3 ) ( 6 , 3 7 8 , 1 0 4 ) ( 1 6 . 1 4 6 , 9 0 0 ) 5 , 0 5 0 , 5 5 3 2 3 . 8 %
9 0 0 0 0 0 0 . 0 %
E x c e s s ( D e f i c i e n c y ) o f R e v e n u e s
O v e r E x p e n d i t u r e s a f t e r C o n t i n g e n c y 9 , 5 1 4 , 0 0 0 4 0 , 8 0 6 , 2 0 9 2 1 , 1 9 7 , 4 5 3
( ) ( 6 , 3 7 8 , 1 0 4 ) ( 1 6 , 1 4 6 . 9 0 0 ) 5 , 0 5 0 , 5 5 3 - 2 3 . 8 %
F u n d B a l a n c e , J u l y 1 1 0 3 , 0 4 8 , 4 3 9 1 1 2 , 5 6 2 , 7 9 2 1 5 8 , 2 4 5 , 8 7 9 1 5 8 , 2 4 5 , 8 7 9 1 5 1 , 8 6 7 , 7 7 5 ( 6 . 3 7 8 , 1 0 4 ) - 4 . 0 %
C h a n g e i n a c c o u n t i n g p r i n c i p a l 0 4 8 7 6 8 7 7
E n d i n g F u n d B a l a n c e $ 1 1 2 , 5 6 2 , 7 9 2 $ 1 5 8 , 2 4 5 , 8 7 9 $ 1 3 7 , 0 4 8 , 4 2 6 $ 1 5 1 , 8 6 7 , 7 7 5 $ 1 3 5 , 7 2 0 , 8 7 5 ( $ 1 , 3 2 7 , 5 5 1 ) - 1 . 0 %
E X P E N D I T U R E S :
P e r s o n n e l S a l a r y & B e n e f i t s 2 , 0 4 6 , 3 1 0 2 , 1 9 5 , 3 8 5 2 , 5 3 1 , 5 0 0 2 , 2 4 6 , 6 6 3 2 , 5 2 8 . 2 0 0 ( 3 , 3 0 0 ) - 0 . 1
P r o f . & S u p p o r t E x p e n d i t u r e s
P r o f e s s i o n a l :
G e n e r a l L e g a l 4 1 6 . 9 7 4 4 3 4 , 5 1 6 7 1 0 . 0 0 0 7 0 4 , 3 0 3 6 1 3 , 0 0 0 ( 9 7 . 0 0 0 ) - 1 3 . 7 %
F i n a n c i a l S e r v i c e s 2 1 9 , 6 0 4 4 9 , 2 5 3 1 0 0 , 0 0 0
A u d i t S e r v i c e s 3 0 , 0 0 0 7 5 , 0 0 0 ( 2 5 , 0 0 0 ) - 2 5 . 0 %
P r o f e s s i o n a l S e r v i c e s - O t h e r
4 7 3 , 9 1 5 3 6 9 , 9 3 6 4 1 2 , 0 0 0 4 8 6 , 0 0 0 4 8 2 , 1 0 0 7 0 , 1 0 0 1 7 . 0 %
7 2 3 . 4 3 4 7 3 6 . 7 5 6 1 . 6 6 9 0 0 0 1 . 2 8 1 . 7 7 4 1 . 6 9 5 . 5 0 2
T o t a l P r o f e s s i o n a l C o s t s 1 , 8 3 3 , 9 2 7 1 , 5 9 0 , 4 6 1 2 , 8 9 1 , 0 0 0 2 , 5 0 2 , 0 7 7 2 , 8 6 5 , 6 0 0 ( 2 2 5 , 0 0
9 1 . 6 %
S u p p o r t C o s t s ) - 0 . 9 % T o t a l P r o f . a n d S u p p o r t C o s t s 9 2 3 0 1 6 1 . 1 0 4 . 0 6 4 1 7 8 1 7 8 5 1 . 1 2 2 3 5 3 1 7 0 2 0 0 0 ( 7 9 7 8 5 ) - 4 . 5 %
2 , 7 5 6 , 9 4 3 2 , 6 9 4 , 5 2 5 4 , 6 7 2 . 7 8 5
P r o j e c t s a n d O p e r a t i o n s : 3 . 6 2 4 , 4 3 0 4 , 5 6 7 , 6 0 0 ( 1 0 5 , 1 8 5 ) - 2 . 3 %
P r o j e c t s - G e n e r a l
S t a t i o n O p e r a t i o n s 1 , 7 9 8 , 6 4 5 2 , 2 5 6 , 3 3 4 3 , 4 8 9 , 5 0 0 3 , 4 0 2 , 7 7 1 2 , 1 9 0 , 6 0 0 ( 1 , 2 9 8 , 9 0 0 ) - 3 7 . 2 %
5 5 1 , 4 5 1 6 3 1 , 6 3 5 6 7 2 , 2 0 0 6 5 0 , 7 6 1
S A F E O p e r a t i o n s 8 4 4 , 0 0 0 1 7 1 , 8 0 0 2 5 . 6 %
6 8 5 , 5 1 9
T o w i n g S e r v i c e s ( 6 8 5 , 5 1 9 ) - - 2 . 1 %
8 6 6 , 0 5 9 9 4 7 , 1 9 9 6 9 7 , 4 0 8 9 4 3 , 4 9 3 1 , 3 6 7 , 5 1 9 1 , 4 5 2 , 2 0 0 6 8 2 , 0 0 0
C o m m u t e r A s s i s t a n c e 1 , 1 4 4 , 3 1 5 9 7 0 , 7 0 0 1 , 1 1 3 , 0 0 0 ( 3 1 , 3 1 5 ) - 2 . 7 %
9 6 3 , 0 3 8 1 , 2 7 8 , 1 7 1 1 , 2 9 5 , 7 1 5 9 8 0 , 0 9 9 1 , 5 5 5 , 0 0 0 2 5 9 , 2 8 5 2 0 . 0 %
H i g h w a y E n g i n e e r i n g R a i l E n g i n e e r i n g 2 , 5 1 1 , 0 4 4 2 , 2 1 2 , 7 2 2 6 , 8 8 5 , 6 1 8 4 , 1 7 3 , 6 2 1 3 , 9 8 7 , 0 0 0 ( 2 , 8 9 8 , 6 1 8 ) - 4 2 . 1 %
2 9 5 , 0 3 6 6 2 6 , 1 8 4
H i g h w a y C o n s t r u c t i o n 2 . 0 8 4 , 6 5 7 1 . 8 4 8 , 0 0 0 2 , 5 4 2 , 0 0 0 4 5 7 , 3 4 3 2 1 . 9 %
R a i l C o n s t r u c t i o n
1 , 4 3 7 , 4 1 5 4 , 6 6 0 , 9 1 6 1 8 , 9 2 0 , 4 2 6 2 , 8 0 7 , 3 1 7 1 6 . 3 3 4 . 0 0 0 ( 2 , 5 8 6 , 4 2 6 ) - 1 3 . 7 %
2 , 4 5 2 , 7 5 5 7 9 1 , 3 8 6 1 1 , 0 1 0 , 0 0 0
H i g h w a y R i g f t o f W a y 1 , 3 0 5 , 0 0 0 1 4 , 6 7 5 , 0 0 0 3 , 6 6 5 , 0 0 0 3 3 . 3 %
R a i l R i g h t o f W a y
4 8 2 , 3 7 3 1 , 3 7 2 , 2 7 6 1 3 , 1 5 6 , 4 5 2 5 . 7 6 0 , 0 0 0 1 2 , 7 6 0 , 0 0 0 ( 3 9 6 , 4 5 2 ) - 3 . 0 % S p e c i a l S t u d i e s 6 5 0 . 0 8 3 3 0 , 3 5 3
1 , 4 2 1 , 5 0 0 1 , 4 2 1 , 5 0 0 6 , 2 0 0 , 0 0 0 4 , 7 7 8 , 5 0 0 3 3 6 . 2 %
2 , 4 4 2 , 5 4 1 1 , 7 6 5 , 1 5 0 3 , 9 5 0 , 5 0 0
S C R R A C o n t r i b u t i o n 3 , 9 6 2 , 5 0 0 2 , 7 4 3 , 0 0 0 ( 1 , 2 0 7 , 5 0 0 ) - 3 0 . 6 %
R e g i o n a l T r a n s p o r t a t i o n
3 . 1 4 9 , 7 1 9 3 , 6 5 3 , 5 1 1 3 , 5 3 1 , 4 8 7 2 , 7 0 3 , 4 0 0 3 , 1 8 2 , 9 0 0 ( 3 4 8 , 5 8 7 ) - 9 . 9 %
3 4 . 1 0 1 , 1 7 3 3 7 , 4 9 1 , 5 6 0 3 8 , 3 7 7 , 0 0 0
L T F D i s b u r s e m e n t s 3 7 , 0 3 7 , 2 0 8 3 8 , 0 9 3 , 0 0 0 ( 2 8 4 , 0 0 0 ) - 0 . 7 %
S T A D i s b u r s e m e n t s
5 1 8 , 3 2 2 6 3 2 , 3 6 1 6 0 2 . 8 7 2 6 5 2 , 8 7 2 7 2 8 . 0 0 0 1 2 5 . 1 2 8 2 0 . 8 %
1 , 5 2 7 , 6 6 1 3 , 5 2 9 , 7 8 4 5 , 1 9 4 , 0 1 9
R e g i o n a l A r t e r i a l 5 , 1 0 0 , 0 0 0 2 , 9 0 7 , 0 0 0 ( 2 , 2 8 7 , 0 1 9 ) - 4 4 . 0 %
T o t a l P r o j e c t a n d O p e r . C o s t s
6 4 6 7 6 7 4 1 0 . 5 3 2 0 9 1 9 . 7 4 0 0 0 0 9 . 7 4 0 . 0 0 1 1 5 . 4 3 2 . 0 0 2 ( 4 . 3 0 8 0 0 0 ) - 4 4 . 2
D e b t S e r v i c e 6 0 , 9 1 2 , 3 9 9 7 3 , 3 5 5 , 1 2 6 1 2 2 , 8 4 3 , 7 8 0 8 3 , 9 6 7 , 9 4 9 1 1 5 , 9 6 8 , 5 0 0
( 6 , 8 7 5 , 2 8 0 ) 5 . 6 %
P r i n c i p a l P a y m e n t s I n t e r e s t P a y m e n t s 1 8 , 5 2 9 , 1 0 7 2 2 , 4 7 8 . 8 4 4 2 4 . 0 6 9 , 0 0 0 2 4 . 4 5 5 , 0 5 3 2 4 , 8 8 8 , 0 0 0 8 1 9 , 0 0 0 3 . 4 % C o s t o f I s s u a n c e 1 1 , 9 9 8 , 1 9 7 1 2 , 5 3 0 , 3 6 6 1 1 , 4 7 6 , 2 0 0 1 1 , 5 0 9 , 4 1 8 1 0 , 6 6 3 , 0 0 0 ( 8 1 3 , 2 0 0 ) - 7 . 1 %
0 4 3 3 , 1 4 8
0 0 0
1 3
Table 18 — Budget Expenditure Summarized By Fund Type
June 30, 2003
Personnel Salary and Benefits
General Fund Special Revenue Capital Projects Debt Service Total
$1.941.960 $586.240 $4 $2.528.200
Professional and Support Expenditures
General Legal Services 103,300 509,700 0 0 613,000
Special Legal Services 0 0 0 0 0
Financial Services 70,500 4,500 0 0 75,000
Audit Services 397,150 84,950 0 0 482,100
Professional Services - Other 1.282.330 413.170 0 0 1.695.500
Total Professional Services 1,853,280 1,012,320 0 0 2,865,600
Support Costs 1.498.262 588,138 0 0 2.086.400
Total Professional and Support Services 3,351,542 1,600,458 0 0 4,952,000
Project and Operations Expenditures 0 1,780,000
Program Management 0 1,780,000 0 0 898,600
Projects - General 768,600 130,000 0 0 653,600
SAFE Operations 0 653,600 0
Towing 0 1,113,000 0 0 1,113,000
Commuter Assistance 0 1,555,000 0 0 1,555,000
Highway and Rail Engineering 0 6,529,000 0 0 6,529,000
Highway and Rail Construction 0 31,009,000 0 0 31,009,000
Highway and Rail ROW 0 18,960,000 0 0 18,60,000
,000
SCRRA Contributions 3,182,900 0 0
Special Studies 2,333,000 410,000 0 0 2,743,000
Special Transportation 0 3,647,000 0 0 3,647,000
STA Disbursements 0 2,907,000 0 0 2,907,000
Regional Arterial 0 5.4337.000 0 0 5.852.000
Total Project and Operational Expenditures 6,284,500 74,125,600 0 0 80,410,100
Other Expenditures 0 34,446,000
Streets and Roads 0 34,446,000 0
LTF Disbursements 728,000 0 0 0 728,000
Capital Outlay 317.080 19.920 0 0 337.000
Total Other Expenditures 1,040,080 34,465.920 0 0 35,506,000
Other Financing (Sources) Uses 0 55,454,600
Operating Transfers out 414,000 36,040,600 19,000,000
Debt Service 0 0 0 35,551,000 35,551,000
Total Expenditures 13 032.082 146.818.818 19.000.000 35.551.000 214.401.900
Revenues Over (Under) Expenditures (175,682) 824,782 (17,850,000) 1,054,000 (16,146,900)
Beginning Fund Balance
Ending Fund Balance
6.275.368 56.300.910
$6,099,686 $57,125,692
49.884.428
$32,034,428
39.407.069 151.867.774
$40,461,069 $135,720,875
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"
"
T a b l e 1 9 S t a t e H i g h w a y & R a i l P r o g r a m s
J u n e 3 0 , 2 0 0 3
P r o j e c t D e s c r i p t i o n
8 1 0 0 0 F ' r o j e c t G e n e r a l
8 1 1 0 0 H i g h w a y E n g i n e e r i n g
8 1 1 0 0 R a i l E n g i n e e r i n g
8 1 3 0 0 H i g h w a y C o n s t r u c t i o n
8 1 3 0 0 R a i l C o n s t r u c t i o n
8 1 4 0 0 H i g h w a y R i g h t o f W a y
8 1 4 0 0 R a i l R i g h t o f W a y
P r o g r a m m a n a g e m e n t a n d c o n t r a c t a d m i n i s t r a t i o n ( B e c h t e l C o r p . )
P a r k N R i d e L e a s e s
P r o g r a m s u p p o r t c o s t s
T O T A L P R O J E C T G E N E R A L
$ 1 , 7 8 0 , 0 0 0
5 4 , 0 0 0
4 5 , 0 0 0
1 , 8 7 9 , 0 0 0
R o u t e 6 0 H O V 6 0 / 1 - 2 1 5 t o R e d l a n d s B l v d 1 , 0 6 0 , 0 0 0
R o u t e 7 4 1 - 1 5 t o 7 t h S t r e e t h i g h w a y w i d e n i n g 9 0 0 , 0 0 0
R o u t e 7 9 R i g h t t u m l a n e s 2 0 0 . 0 0 0
R o u t e 7 9 R e a l i g n m e n t P S R & P r o j e c t r e p o r t 9 0 0 , 0 0 0
R o u t e 9 1 H O V M a r y S t . t o 7 t h S t r e e t 8 5 0 , 0 0 0
R o u t e 9 1 M a t e r i a l t e s t i n g s e r v i c e s 1 2 , 0 0 0
R o u t e 9 1 S u r v e y i n g s u p p o r t s e r v i c e s 1 5 , 0 0 0
R o u t e 1 1 1 S a n L u i s R e y d e s i g n 1 5 , 0 0 0
R o u t e 1 1 1 E l P a s e o / C a b r i l l o d e s i g n 1 5 , 0 0 0
R o u t e 1 1 1 T o w n C e n t r a l / E l P a s e o d e s i g n 2 0 , 0 0 0
S U B T O T A L H I G H W A Y
3 , 9 8 7 , 0 0 0
S a n J a c i n t o B r a n c h l i n e P r e l i m i n a r y e n g i n e e r i n g 5 0 0 , 0 0 0
S a n J a c i n t o B r a n c h l i n e A l t e r n a t i v e A n a l y s i s s t u d i e s 4 0 0 , 0 0 0
N o r t h M a i n C o r o n a S t a t i o n P a r k i n g S t r u c t u r e 2 6 7 , 0 0 0
1 , 2 6 7 , 0 0 0
S U B T O T A L R A I L
2 , 5 4 2 , 0 0 0
T O T A L H I G H W A Y & R A I L E N G I N E E R I N G 6 , 5 2 9 , 0 0 0
R o u t e 6 0 H O V 6 0 / 2 1 5 t o R e d l a n d s B l v d 3 , 0 0 0 , 0 0 0
R o u t e 7 4 1 - 1 5 t o 7 t h S t r e e t w i d e n i n g P r o j e c t 1 1 , 0 0 0 , 0 0 0
R o u t e 9 1 P H 1 1 L a n d s c a p i n g a n d P l a n t e s t a b l i s h m e n t 1 5 0 , 0 0 0
R o u t e 1 1 1 M o n r o e t o R u b i d o u x 6 7 8 , 0 0 0
R o u t e 1 1 1 E l P a s e o / C a b r i l l o 3 9 7 , 0 0 0
R o u t e 1 1 1 T o w n C e n t e r / E l P a s e o 5 1 1 , 0 0 0
R o u t e 1 1 1 S a n L u i s R e y 5 0 8 . 0 0 0
R o u t e 9 1 M a t e r i a l t e s t i n g s e r v i c e s 5 0 , 0 0 0
R o u t e 9 1 S u r v e y i n g s u p p o r t s e r v i c e s 3 0 , 0 0 0
L a n d s c a p e M a n a g e m e n t - s e v e r a l p r o j e c t s 1 0 , 0 0 0
S U B T O T A L H I G H W A Y S 1 6 , 3 3 4 . 0 0 0
P e d l e y s t a t i o n s e c u r i t y s y s t e m i n s t a l l a t i o n 2 9 0 , 0 0 0
P e d l e y s t a t i o n e m e r g e n c y p l a t f o r m 3 0 0 , 0 0 0
N o r t h M a i n C o r o n a S t a t i o n 1 1 , 6 0 0 , 0 0 0
L a S i e r r a S t a t i o n O v e r c r o s s i n g & C C T V 1 3 0 , 0 0 0
W e s t C o r o n a S t a t i o n O v e r c r o s s i n g & C C T V 1 3 0 , 0 0 0
L a S i e r r a S t a t i o n E x p a n s i o n 1 , 9 5 0 , 0 0 0
R i v e r s i d e - D o w n t o w n S t a t i o n E x p a n s i o n 2 7 5 , 0 0 0
S U B T O T A L R A I L
1 4 , 6 7 5 , 0 0 0
T O T A L H I G H W A Y & R A I L C O N S T R U C T I O N 3 1 , 0 0 9 , 0 0 0
R o u t e 6 0 H O V 6 0 / 2 1 5 t o R e d l a n d s B l v d .
R o u t e 6 0 H O V R i g h t o f W a y S u p p o r t S e r v i c e
R o u t e 7 4 1 - 1 5 t o 7 t h S t r e e t a d v a n c e r i g h t o f w a y a c q u i s i t i o n s
R o u t e 7 4 r i g h t o f w a y s u p p o r t s e r v i c e s
R o u t e 9 1 R i g h t o f w a y a p p r a i s e l s a n d e n g i n e e r i n g
R o u t e 1 1 1 A c q u i s i t i o n s a n d s u p p o r t S e r v i c e s
S U B T O T A L H I G H W A Y R I G H T O F W A Y
1 , 5 0 0 , 0 0 0
2 0 0 , 0 0 0
9 , 0 0 0 , 0 0 0
5 0 0 , 0 0 0
1 , 5 0 0 , 0 0 0
6 0 , 0 0 0
1 2 , 7 6 0 , 0 0 0
L a S i e r r a S t a t i o n e x p a n s i o n r i g h t o f w a y a c q u i s i t i o n 6 , 2 0 0 , 0 0 0
S U B T O T A L R A I L R I G H T O F W A Y
6 , 2 0 0 , 0 0 0
T O T A L H I G H W A Y & R A I L R I G H T O F W A Y 1 8 , 9 6 0 , 0 0 0
G R A N D T O T A L H I G H W A Y A N D R A I L P R O G R A M S
$ 5 8 , 3 7 7 , 0 0 0
1 5
Table 20
Governmental Funds
FY 2001 •2003 Summary of Estimated Financial Sources and Uses
General Fund Special Revenue Fund Capital Projects Fund Debt Service Fund Totals
FY 00/01 FY 01/02 FY 02/03 FY 00/01 FY 01/02 FY 02/03 FY 00/01 FY 01/02 FY 02/03 FY 00/01 FY 01/02 FY 02/03 FY 00/01 FY 01/02 FY 02/03
Actual Protected Proposed Actual Projected Proposed Actual Projected Proposed Actual Projected Propos ed Actual Projected Proposed
Financial Sources:
Measure A Sales Tax $1,998,207 $2,500,000 $3,250,000 $86,975,410 $88,535,000 $91,355,000 $0 $0 $0 90 $0 50 $88,973,617 591,035,000 594,805,000
TDA Sales Tax 6,654,565 6,931,033 6,443,500 0 0 0 0 0 0 0 0 0 6,654,565 6,031,033 6,443,500
State Funding 1,146,850 1,063,397 1,297,300 4,121,013 5,379,989 16,455,000 0 0 0 0 0 0 5,287,863 6,443,386 17,762,300
Federal Funding 0 1,439,500 500,000 298,888 2,700,000 14,719,000 0 0 0 0 0 0 298,886 4,139,500 15,219,000
Other Reimbursements 1,662,883 634,168 277,700 2,795,883 2 ,520,752 2,512,000 568,138 0 0 0 0 0 5,026,904 3,154,920 2,789,700
All Other Revenue 327,800 948,652 716,900 123,495 21,812 3,000 643,294 0 0 0 0 0 1,094,589 970,484 719,900
User Fees 260,537 175,712 156,000 1,240,728 1,100,000 1,150,000 0 0 0 0 0 0 1,501,265 1,275,712 1,306,000
Debt Proceeds 0 0 0 0 0 0 35,934,149 0 0 0 0 0 35,934,149 0 0
Operating Transfer In 2,940 0 0 7,730,773 5,258,927 19,904,600 0 0 0 36,280,972 63,027,295 36,550,000 44,014,885 88,284,222 55,454,600
Interest Earnings 289,604 303,665 215,000 3,741,749 1,224,032 1,545,000 4,508,432 2,567,738 1,150,000 1,285,504 1,816,969 1,055,000 9,805,290 5,712,394 3,985,000
Total Estimated Flnanclal Sources 512,343,388 513,996,127 512,858,400 5107,027,917 $106,738,512 $147,643,600 541,654,013 $2,587,738 91,150,000 537,546,476 564,644,254 $36,805,000 $198,571,792 6187,948,831 5198,255,000
Expenditures:
Personnel Salary & Fringe Benefits 51,649,386 $1,704,330 $1,941,960 $548,017 $542,332 5586,240 90 $0 50 50 60 $0 52,195,383 52,248,862 $2,528,200
Professional Services 1,162,474 1,273,294 1,853,280 388,183 1,228,785 1,012,320 0 0 0 29,804 0 0 1,590,481 2,602,079 2,885,800
Support Costs 1,185,955 1,019,983 1,498,262 915,493 1,547,601 588,138 0 0 0 0 0 0 2,081,448 2,567,584 2,088,400
General Projects 780,662 725,000 768,600 1,716,097 1,917,500 1,910,000 0 0 0 0 0 0 2,498,760 2,842,500 2,878,800
SAFE Operations ' 0 0 0 346,435 318,000 653,600 0 0 0 0 0 0 348,435 318,000 853,600
Towing 0 0 0 947,199 970,700 1,113,000 0 0 0 0 0 0 947,199 970,700 1,113,000
Commuter Assistance 0 0 0 1,278,171 980,099 1,555,000 0 0 0 0 0 0 1,278,171 980,099 1,565,000
Engineering 0 0 0 2,838,908 6,021,621 6,529,000 0 0 0 0 0 0 2,838,906 6,021,621 8,529,000
Construction 10,000 1,100,000 0 5,452,303 4,112,317 31,009,000 0 0 0 0 0 0 5,462,303 5,212,317 31,009,000
Right of Way 0 0 0 1,402,629 7,181,500 18,960,000 0 0 0 0 0 0 1,402,629 7,181,500 18,960,000
SCRRA Contribution 3,653,511 2,703,400 3,182,900 0 0 0 0 0 0 0 0 0 3,653,511 2,703,400 3,182,900
SpeclalStudies 1,753,680 3,910,600 2,333,000 11,471 52,000 410,000 0 0 0 0 0 0 1,755,150 3,962,500 2,743,000
Specia l Transportation 0 0 0 3,153,384 3,697,208 3,647,000 0 0 0 0 0 0 3,153 ,384 3,697,208 3,647,000
State Transit Assistance 0 0 0 3,529,784 5,100,000 2,907,000 0 0 0 0 0 0 3,529,784 5,100,000 2,907,003
Local Streets & Roads 0 1 0 0 34,338,176 33,340,000 34,448,000 0 0 0 0 0 0 34,338,176 33,340,000 34,446,000
Regional Arterlal 0 • 0 0 10,532,091 9,740,000 5,432,000 0 0 3 0 0 0 10,532,091 9,740,000 5,432,000
LTF Disbursements 632,351 652,872 728,000 0 0 0 0 0 0 0 0 0 632,361 652,872 728.000
Capital Outlay 59,693 222,780 312,080 3,810 14,220 19,920 0 0 0 0 0 0 83,503 237,000 332,000
Debt Service 0 0 0 0 0 0 0 0 0 35,009,210 35,964,471 35,551,000 35,009,210 35,964,471 35,551,000
Cost of Issuance 0 0 0 o 0 0 433,148 433,148 0 0
Opera ting Tran sfer Out 4,128 0 414,000 35,575,877 38,434,330 38,040,600 8,435,585 29,849,892 19,000,000 0 0 0 44,015,571 68,284,222 55,454,800
Total Budget 510,871,830 $13,312,160 $13,032,082 5102,986,025 3115,198,212 $148,818,818 06,868,714 $29,849,892 519,000,000 535,039,014 $35,964,471 535,551,000 5157,785,582 $194,324,735 5214,401,900
Excess (Deficiency) of Revenues ove r 51,471,556 5683,987 ($175,682) $ 4,041,892 (06,459,700) $824,782 532,785,299 (527,282,154) (517,850,000) 52,507,462 $28,879,783 $1,054,000 540,806,210 ($8,378,104) (516,145,900)
Expenditures
Fund Balance, July 1
Change In accounting principal
Ending Fund Balance
0)
•
54,119,844 55,591,400 $6,275,368 $55,841,841 564,760,610 956,300,910 544,351,283 577,188,582 $49,884,428 $8,219,824 510,727,258 539,407,069 5112,562,792 $158,245,879 5151,857,774
$4,876,877 94,876,877
55,591,400 58,275,388 56,099,686 $ 64,760,810 $56,300,910 557,125,892 577,168,582 549,884,428 $32,034,428 510,727,288 539,407,089 $40,461,069 9155,245,879 5151,857,775 $135,720,875
• •
"
A G E N D A I T E M 7 A
"
"
"
"
"
R I V E R S I D E C O U N T Y T R A N S P O R T A T I O N C O M M I S S I O N
D A T E :
M a y 8 , 2 0 0 2
T O :
R i v e r s i d e C o u n t y T r a n s p o r t a t i o n C o m m i s s i o n
F R O M :
B u d g e t a n d I m p l e m e n t a t i o n C o m m i t t e e
L o u i e M a r t i n , B e c h t e l P r o j e c t C o n t r o l s M a n a g e r
B i l l H u g h e s , B e c h t e l P r o j e c t M a n a g e r
T H R O U G H :
E r i c H a l e y , E x e c u t i v e D i r e c t o r
S U B J E C T :
C o n t r a c t s C o s t a n d S c h e d u l e R e p o r t
B U D G E T A N D I M P L E M E N T A T I O N C O M M I T T E E A N D S T A F F R E C O M M E N D A T I O N :
T h i s i t e m i s f o r t h e C o m m i s s i o n t o r e c e i v e a n d f i l e t h e C o n t r a c t s C o s t a n d
S c h e d u l e R e p o r t f o r t h e m o n t h e n d i n g M a r c h 3 1 , 2 0 0 2 .
B A C K G R O U N D I N F O R M A T I O N :
T h e a t t a c h e d m a t e r i a l d e p i c t s t h e c u r r e n t c o s t a n d s c h e d u l e s t a t u s o n c o n t r a c t s
r e p o r t e d b y p r o j e c t s , c o m m i t m e n t s , a n d c o o p e r a t i v e a g r e e m e n t s e x e c u t e d b y t h e
C o m m i s s i o n . F o r e a c h c o n t r a c t a n d a g r e e m e n t , t h e r e p o r t l i s t s t h e a u t h o r i z e d
v a l u e a p p r o v e d b y t h e C o m m i s s i o n , p e r c e n t a g e o f c o n t r a c t a m o u n t e x p e n d e d t o
d a t e a n d t h e p r o j e c t e x p e n d i t u r e s b y r o u t e w i t h s t a t u s f o r t h e m o n t h e n d i n g
M a r c h 3 1 , 2 0 0 2 .
A t t a c h m e n t : M o n t h l y R e p o r t M a r c h 2 0 0 2
1 7
RCTC MEASURE "A" HIGHWAY/RAIL PROJECTS
BUDGET REPORT BY ROUTE
PROJECT
DESCRIPTION
ROUTE 60 PROJECTS
Final Design HOV 60/215 to Redlands Blvd. (2042)
(3000)
SUBTOTAL,ROUTE 60
ROUTE 74 PROJECTS
Engineering/Environ/ROW (R02041 9954,9966,
(R02142) (R02141) (2140) (3001) (3009)
SUBTOTAL;ROUTE 74
ROUTE 79 PROJECTS
Engineering/Environ. /ROW (3003)
Realignment study & Right turn lanes (R0 9961)
SUBTOTAL; ROUTE
ROUTE 86 PROJECTS
Avenue 58 to Avenue 66 (Segment 2)
Avenue 66 to Avenue 82 (Segment 3)
" (Caltrans Funded Projects
SUBTOTALI ROUTE; 86
ROUTE 91 PROJECTS
Soundwall design, ROW and construction
(R09101,9337,9847,9861,9848,9832,9969,2043)
(2058) (2144) (2136) (3600)
Van Buren Blvd. Frwy Hook Ramp (R09535)
Sndwall Landscaping (R09933,9946,k59.3601)
SUBTOTAL ROUTE!91
ROUTE 111 PROJECTS
(R09219, 9227,9234,9523,9525,9530,9537,9538)
9540, 9635,9743,9849-9851,9857,9629 (3401)
SUBTOTA L.ROUTE 111! ' 1
Go
•
CO MMISSION CONTRACTURAL % COMMITTED EXPENDITURE FOR % EXPENDITURES
AUTHORIZED COMMITMENTS AGAINST AUTH. MONTH ENDED EXPENDITURES TO -DATE AGAINST
ALLOCATION TO DATE ALLOCATION 03/31/02 TO DATE COMMITMNTS TO DATE
$3,111,749
$3,111,749
$15,011,132
011
$870,049
170,049:
$20,253,000
$33,860,000
4,115,000',;
$11,902,100
$2,954,000
$12. 603450„:
16,459,550
$16,946,856
16.946,856;
$3,021,891
$3,021,891'
$15,011,132
15011,132;;
$770,049
'0,049 .;1
$19,500,000
$33,760,000
53,260,00
$10,374,324
$2,954,000
„.$1,60,3,450
$14,9$1,774':
$15,530,856
1;5,530,856.:x,
Page 1 of 3
97.1%
100.0%
100.0%
88 .5%
,9%
96.3 %
99.7 %
87.2%
100.0%
100.0%
$346,185
346,185
$513,077
513;077;
$37,415
7:415:'.
Project Complete
Project Complete
$58,232
$0
$22,044
0,276
$0
$1,659,480
51,659,480
$7,354,651
$7,354,651
$538,034
$538,034
$18,060,000
$31,013,510
9,073;510
$9,429,916
$2,109,519
$810,628
$12,350,063?;
$14,052,042
$14,052,042::
54.9 %
4;9%'
49.0%
69 .9%
92.6%
91.9%
92.1%
90.9%
71.4%
50.6 %
2.7%.
90.5%
199;,5%4:
• •
PR OJECT
DESCRIPTION
1-215 PROJECTS
Preliminary Engrg/Environ. (R09008, 9018)
SUBTOTAL1215'
RCTC MEASURE "A" HIGHWAPROJECTS
BUDGET REPORT BY ROUTE
COMMISSION CONTRACTURAL % COMMITTED EXPENDITURE FOR % EXPENDITURES
AUTHORIZED COMMITMENTS AGAINST AUTH. MONTH ENDED EXPENDITURES TO -DATE AGAINST
ALLOCATION TO DATE ALLOCATION 03/31/02 TO DATE COMMITMNTS TO DATE
$6,726,504
INTERCHANGE IMPROV. PROGRAM
Yuma IC Landscaping (R09926,9946)
SUBTOTAL` INTERCHANG
PROJECT & CONSTR. MGMT SERV.
(RO 2100)
SUBTOTAL BECHTEL
PROGRA M PLAN & SERVICES
North/South Corridor study (R09936)
SUBTOTAL_P
I
PARK-N-RIDE/INCENT. PROGRAM
(RO 9859) (2101-2117) (9813) (2146) (9917)
SUBTOTAL'PARK-N-RIDE
COM MUTER RAIL
Studies/Engineering
(RO 9420,9731,9832,9833,9844,9854,9956,2028)
802031,2027,2120,2029„2128, 3800 - 3808,3809)
Station/Site Acq/OP Costs/Maint. Costs
(000'0,2026,2056,4000-4007, 4198, 4199)
SUBTOTAL COMMUTER RAIL
Tl
if
tii
.;;726,51
$440,000
440,1100
$2,300,000
$2,300,000::
$25,000
$2,100,814
$2,1'00,814
$5,218,070
$13,190,402
$18,408,472
36,533,126
$400,000
400,0001':
$2,223,816
$2,223,816':,
$25,000
$25,000:'I
$2,100,814
2100,814„
$4,825,518
$13,190,402
$18;015,920;:
$131,169,425'
Page 2of3
87 .4 %
90.9%
0,9%
96 .7 %
96.7%
100 .0%
100 0%
100.0%
10D 9%
92. 5%
100.0%
97.9'/0
96.1 %
$j
$0
$85,413
$85,413
$0
$188,814
88814;
$782,742
$88,961
871,703
$2,122,683:'
$5,704,897
$5,704,897;;
$312,519
31;2,519
$1,027,098
$0
$1,344,952
1'144 5211
$4,264,782
$4,122,320
$8,3$7,;102;:
1,804,34$';
97.1%
914.%
78.1%
81 %!
46.2%
46'2%i
0.0%
64.0 %
88.4%
31.3%
77 G%
•
co
RCTC MEASURE "A " HIGHWAY/LOCAL STREETS & ROADS PROJECTS
BUDGET REPORT BY PROJECT
EXPENDITURE FOR T OTAL OUTSTANDING % LOAN BALANCE
PROJECT APPROVED MONTH ENDED MEASURE "A" LOAN OUTSTANDING TO -DATE AGAINST
DESCRIPTION COMMITMENT 03/31/02 ADVANCES BALANCE COMMITMENT APPROVED COMMIT.
CITY OF CANYON LAKE
Railroad Canyon Rd Improvements
$1,600,000
$1,600,000
$903,004
$0
56.4%
SUBTOTAL CANYON'LAKE LOAN
1,600,000
$1,600,000: ; $903,004'.
56.4°/d
CITY OF CORONA
Smith, Maple & Lincoln Interchanges & (1)
Storm drainage structure
$5,212,623
$5,212,623
$3,135,939
$0
60.2%
SUBTOTAL CITY OE. CORONA
$5,212,623
$5;212,623,;
60.2%:
CITY OF PERRIS
Local streets & road improvements
CITY OF SAN JACINTO
Local streets & road improvements
CITY OF TEMECULA
Local streets & road improvements
CITY OF NORCO
Yuma I/C & Local streets and road Imprmts
CITY OF LAKE ELSINO RE
Local streets & road improvements
CITY OF HEMET
Local streets & roads Improvements
,TALS
$1,936,419
$1,324,500
$5,094,027
$2,139,067
$1,500,000
$730,000
$18,606,6361
$1,936,419
$1,324,500
$5,094,027
$2,139,067
$1,500,000
$730,000
$18,806,636
66.3%
66.3%
66.3%
66 .3%
69.3%
0.0%
NOTE: (1) Loan against interchange improvement programs.
All values are for total Project/Contract and not related to fiscal year budgets.
Status as o/: 03/31/02
Pa ge 3 of 3
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A G E N D A I T E M 7 B
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R I V E R S I D E C O U N T Y T R A N S P O R T A T I O N C O M M I S S I O N
D A T E :
M a y 8 , 2 0 0 2
T O :
R i v e r s i d e C o u n t y T r a n s p o r t a t i o n C o m m i s s i o n
F R O M :
B u d g e t a n d I m p l e m e n t a t i o n C o m m i t t e e
I v a n M . C h a n d , C h i e f F i n a n c i a l O f f i c e r
T H R O U G H :
E r i c H a l e y , E x e c u t i v e D i r e c t o r
S U B J E C T :
Q u a r t e r l y F i n a n c i a l S t a t e m e n t s
B U D G E T A N D I M P L E M E N T A T I O N C O M M I T T E E A N D S T A F F R E C O M M E N D A T I O N :
T h i s i t e m i s f o r t h e C o m m i s s i o n t o r e c e i v e a n d f i l e t h e q u a r t e r l y f i n a n c i a l
s t a t e m e n t s f o r t h e p e r i o d e n d i n g M a r c h 3 1 , 2 0 0 2 .
B A C K G R O U N D I N F O R M A T I O N :
D u r i n g t h e f i r s t n i n e m o n t h s o f t h e f i s c a l y e a r , s t a f f h a s m o n i t o r e d t h e r e v e n u e s
a n d e x p e n d i t u r e s o f t h e C o m m i s s i o n . T h e a t t a c h e d f i n a n c i a l s t a t e m e n t s s h o w t h e
r e v e n u e s a n d e x p e n d i t u r e s i n c u r r e d i n t h e f i r s t n i n e m o n t h s o f t h e f i s c a l y e a r . O n
a l i n e a r b a s i s , w e h a v e c o m p l e t e d 7 5 % o f t h e f i s c a l y e a r . A t t h e e n d o f t h e
q u a r t e r , A d m i n i s t r a t i o n e x p e n d i t u r e s a r e 1 7 % u n d e r b u d g e t . T h e p r i m a r y r e a s o n
f o r t h e C o m m i s s i o n i n c u r r i n g l e s s e x p e n d i t u r e s a r e c u t s i n c o n s u l t i n g s e r v i c e s a n d
t i m i n g o f i n v o i c e s c u r r e n t l y b e i n g p r o c e s s e d . S t a f f h a s s o m e l e g a l i n v o i c e s a n d
i n v o i c e s f o r c o n s u l t i n g s e r v i c e s t h a t w e r e p r o c e s s e d i n A p r i l . D e b t S e r v i c e i s p a i d
i n D e c e m b e r a n d J u n e a n d s t a f f e x p e c t s t h a t t h e e n t i r e b u d g e t w i l l b e s p e n t a t t h e
e n d o f t h e f i s c a l y e a r . I n t e r g o v e r n m e n t a l E x p e n d i t u r e s a r e i n c u r r e d e a r l y i n t h e
y e a r a n d , a s s u c h , s t a f f e x p e c t s t h e e x p e n d i t u r e s t o r e m a i n w i t h i n t h e b u d g e t .
E x p e n d i t u r e s i n t h e P r o g r a m / P r o j e c t s a r e b e l o w b u d g e t , h o w e v e r , t h e s e
e x p e n d i t u r e s a r e r e l a t e d t o p r o g r e s s o n p r o j e c t s a n d s t a f f e x p e c t s t h a t t h e s e f u n d s
w i l l b e s p e n t a s p r o j e c t s a r e c o m p l e t e d .
T h e R e v e n u e s h a v e e x c e e d e d e x p e c t a t i o n s a n d a t t h e e n d o f t h e M a r c h 2 0 0 2 ,
M e a s u r e " A " r e v e n u e s w e r e 6 % h i g h e r t h a n t h e s a m e t i m e l a s t y e a r . S t a f f
e x p e c t s t o c o m p l e t e t h e f i s c a l y e a r w i t h M e a s u r e " A " r e v e n u e s i n c r e a s i n g 4 - 6 %
f r o m p r i o r f i s c a l y e a r . I n t e r e s t I n c o m e i s l o w e r t h a n e x p e c t e d d u e t o t h e d e c r e a s e
i n i n t e r e s t r a t e s a n d t h e u t i l i z a t i o n o f t h e C o n s t r u c t i o n b o n d f u n d s . F e d e r a l , S t a t e ,
L o c a l a n d O t h e r G o v e r n m e n t r e v e n u e s a r e c o n s i d e r a b l y l e s s t h a n p r o j e c t e d a n d t h a t
i s d u e t o t h e n a t u r e o f t h e s e r e v e n u e s . T h e s e r e v e n u e s a r e r e c e i v e d o n a
r e i m b u r s e m e n t b a s i s a n d s t a f f e x p e c t s t o r e c e i v e t h e s e r e v e n u e s a s t h e p r o j e c t s
a r e c o m p l e t e d a n d i n v o i c e d .
2 1
Staff will continue to monitor the revenues and expenditures and notify the
Commission of any unusual events. Listed below is the budget variance
explanation for the Highway and Rail programs.
Highway Engineering/Right of way
State Route 91 - HOV project pre -award audit of the design consultant from
Mary St. to 7th Street was completed, a notice to proceed was issued, and
preliminary engineering and environmental has commenced.
State Route 74 - Widening project from 1-15 to 7th Street is still waiting on
the biological opinion amendment, agency agreements and Caltrans approval
of PS & E. Right of way acquisition is proceeding.
State Route 111 - The design activities for the Palm Desert projects were
delayed due to drainage redesign requirements requested by Caltrans.
Highway Construction
State Route 74 - Due to the on -going design and environmental issues, the
start of construction work on Segment I is forecasted to start summer of
2002.
State Route 79 - Decision on proceeding with constructing of right turn lanes
on Gilman Springs Road was made at the end of the second quarter.
State Route 111 - The Gene Autry Trail project in the City of Palm Springs
and the Monroe to Rubidoux project in the City of Indio are complete and
receipt of final invoices for incurred expenditures are still pending.
Rail Engineering/Right of Way
Corona Main Station - Design is being finalized in order for BNSF to proceed
with procurement of track materials. Finalization of the required acquisition
of right of way for the Corona Main station was recently completed.
Pedley Station - Design for the Pedley platform extension and CTTV system
is proceeding.
•
•
•
22
"
"
"
R a i l C o n s t r u c t i o n
C o r o n a M a i n S t a t i o n - S t a r t o f t r a c k w o r k a n d s t a t i o n c o n s t r u c t i o n i s
f o r e c a s t e d f o r s u m m e r 2 0 0 2 .
P e d l e y S t a t i o n - C o n s t r u c t i o n i s f o r e c a s t e d f o r s u m m e r o f 2 0 0 2 .
A t t a c h m e n t : Q u a r t e r l y F i n a n c i a l S t a t e m e n t s , Q u a r t e r E n d i n g M a r c h 3 1 , 2 0 0 2
2 3
DEBT SERVICE
Princ ipal
0,00 0.00 0.00
Inter est 0.00 0.00 0.00 0 .00 58,939,00
0,00 0.00 0.00
0.00 0,00 0,00 5,742,597.16
TOTAL DEBT SERV ICE 0.00 0,00 0.00 0,00
0. 00 0,00
Intergovern Distributio n 605,484,69 0,00 0. 00 0, 00 0.00
O.OD
Ca pital Ou tlay 18,477.58 1,179,42 0. 00 0.00 0.00 0.00
DEBT SER VICE
0,00
0.00
968,326.50
0.00
COMBIN/NG
TOT AL
71,351,740.01
2,835,434.86
4,192,916,86
5,578,298.36
968,326 .50 83,958,390.09
0.00
0.00
159.32
0.00
0.00
755,878,59
43,323.01
758,994.98
167,007.06
333,625.25
159.32 2,058,828.89
0,00
0.00
0.00
0,00
0 .00
0.00
0.00
0.00
0.00
0.00
0 .00
0.00
0 .00
0.00
0.00
0.00
0.00
0.00
0.00 0.00
0.00 0.00
0.00 0,00
5,801,536 .16
0,00
0.00
•
De scr iption
REVENUES
Sales Tax Reven ues
Fed Sta te Loc al 4 Other Govern
Interest Incom e
Other Revenues
TOTAL REVENUES
iXPENDITURES
A DMINISTRATION
Salar ies 4 Benefits
Genera l Legal Services
Prot Ser vic es (Exclu des Legal)
Office Lease/Utilitie s
General Admin Expen ses
TOTAL ADMINISTRATION
PROGRAMS/PROJECTS
Sa laries 4 Be nefits
General Legal Services
Prot Ser vices (Excludes Le gal)
Gener al Pro jec ts
Highwa y Engineering
Highwa y Cons truction
Highways ROW
Special Studies
Rail En gineering
Rail Constru ction
Ra il ROW
Commute r Assistan ce
Region al Ar terial
Streets 6 Roads
Special Tran9portion\Transit
Projec t Operations/Maintenan ce
Project Towing
STA Distribution s
TOTAL, PROGRAM S/PROJECTS 8,108,890. 25 1,794,051. 68 32,433,393,75 19,172,808,39 3,757,537.00
0 '00 0 .00 0,00 0 .00 65,266,681.07
•
Riv ersid e C ounty Transportati on Commission
ACTUALS BY FUND- 3rd Qt r
F or Pe riod Ending: 03/31/02
04/10/02
00099
ST ATE WESTERN WESTERN COUNTY
GENERAL WESTERN EASTERN
FUND TSISTIT CV AG COUNTY COMMERCIAL
FSP/S AFE COUNTY COU NTY ASSISTA NCE CONSTRUCTIO N CO NSTRUCTION PAPER
7,364,233.00 0.00 46,167,653.68 17,819,853.33 0,00 0.00 0.00 1,745,300.12 56.56 1,090,078.18 0.00
0,60 4 .40 0.00 0,00 0 .00
192,700.71 71,657 .77 797,8 76 .67 102,956,68 71,054 .44 994.15 1,987,349 .94 0,00
1,066,496.76 1,225,873.00 531,567,04 252,413 .56 2,501,948.00 0.00 0,00 0.00
10,368,730. 59 1,297,587.33 48,587,175 .57 18,175,223.57
712,552. 41 43,326.18 0.00 0.00
40,752.49 2,570.52 0.00 0.00
732,038.45 26,259. 80 353.30 94.22
156,986.70 10,020.36 0,00 0 .00
313,594.32 20,030.93 0.00 0.00
1,955,924.37 102,207. 79 353.30 94.22
2,573,002,44
0.00
0.00
89 .89
0 .00
0.00
994 .15 1,987,349.94
0.00
0,00
0,00
0 .00
0.00
89.89 0 .00
525,708,72 74,800.11 285,510.06 795,90 0 .00
13,164.00 3,972. 78 281,819,16 590.00 0 .00
145,790,11 24,777.26 107,915.84 2,600,00 0.00
658,609.28 0.00 1,015,197.12 16,718.12 0.00
0,00 0.00 2,494,747.79 52,309,46 0,00
0.00 0.00 726,401.03 927,598,13 0 .00
0.00 0.00 2,983,312.55 2,340,00 0,00
2,617,794.43 0.00 0,00 0.00 0.00
0.00 0.00 1,417,458.68 0.00 0.00
0,00 0,00 229,016,48 0.00 0.00
0.00 0.00 475,893,00 0. 00 0 .00
0.00 0.00 1,028,444.64 0.00 0.00
0. 00 0.00 0.00 9,176,272,18 0.00
I 0.00 0.00 19,732,839.40 7,071,705.60 0.00
3,447,434,89 0.00 1,654,838,00 1,921,879,00 0.00
700,388.82 1,056,681,03 0.00 0. 00 0.00
0. 00 633,820. 50 0.00 0. 00 0. 00
0.00 0.00 0. 00 0,00 3,757,537.00
0,00
0 .00
0,00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0,00
0.00
0 .00
0 .00
0.00
0.00
0.00
0.00
0,00
0.00
0.00
0.00
0.00
0.00
0.00
0.00 0.00
0.00
0 .00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0 .00
0 .00
0.00
0 .00
0.00
0.00
0.00
0.00
0.00
0 .00
0 .00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0 .00
0 .00
0.00
0.00
0.00
0.00
0.00
886,814.79
299,545.94
281,083.21
1,690,524.52
2,547,057,25
1,653,999 .16
2,985,652 .55
2,617,794.43
1,417,458 .68
229,016.48
475,893.00
1,028,444.64
9,176,272.18
26,804,545.00
7,024,151.89
1,757,069 .85
633,820.50
3,757,537.00
58,939.00
5,742,597 .16
5,801,536.16
605,484 .69
19,657 .00
Description
TOTAL EXPENDITURES
Other Finan cing Sources/Uses
Operating Transfer /n
Operating T ran sfer Ou t
Bond Proceeds
Total Other Fina ncing So urces
/Uses
Excess(Deficiency)of Re venues
And Othe r Fin anc in g So urces
Over(Under)Expenditure An d
Other Financing Uses
Fund Ba lan ce July 1, 2001
Fund Balance March 31, 2002
Riverside Co unty Transportati on Commission.
ACTUALB BY FUND- 3rd Qtr
For Period Ending, 03/31/02
04/10/02
0048F
ST ATE WESTER N WESTER N COUNTY
GENERAL WESTERN EAS TER N TRA NSIT CVAG COU NTY COMMERCIAL
FUND FSP/SAFE COUNTY COUNTY ASSIST ANCE CONSTRUCTION CO NSTRUCTION P APER
10,688,776.89 1,897,438 .89 32,433,747.05 19,172,902.61 3,757,626.89 0 .00 0 .00 0.00
2,711. 90 210,441.13 4,288,322.16 351,536.14 0,00
1,632. 17 210,400.00 20,298,641 .57 6,142,091.33 0.00
0.00 0.00 0.00 0.00 0 .00
0.00
8,559,730.92
0 .00
52,807.24
22,240,490 .90
0.00
0.00
52,807 .24
0.00
DEBT SERVICE
COMBINING
TOTAL
5,801,695.48 73,752,187.81
52,601,203.51
0.00
0.00
57,507,022.08
57,505,794.13
0.00
1,079.73 41. 13 (16,010,319.41) (5,790,555.19) 0.00 (8,559,730.92) (22,187,683.66) (52,807.24) 52,601,203.51 1,227.95
(318,966.57)
(599,810.43) 143,109.11 (6,788,234,23) (1,184,624.45) (8,558,736.77) (20,200,333.72) (52,807 .24)
47,767,834.53 10,207,430 .23
5,591,399. 40 2,789,340.40 48,710,889.03 9,279,185.78 3,981,195.88 8,558,744.03 68 ,310,389.92 52,807,24 10,727,285 .82 158,001,237 .50
5,272,432. 83 2,189,529.97 48,853,998.14 2,490,951.55 2,796,571 .43
7.26 48,110,056.20 0.00 58,495,120.35 168,208,667.73
• •
"
A G E N D A I T E M 7 C
"
"
"
"
"
R I V E R S I D E C O U N T Y T R A N S P O R T A T I O N C O M M I S S I O N
D A T E :
M a y 8 , 2 0 0 2
T O :
R i v e r s i d e C o u n t y T r a n s p o r t a t i o n C o m m i s s i o n
F R O M :
B u d g e t a n d I m p l e m e n t a t i o n C o m m i t t e e
I v a n M . C h a n d , C h i e f F i n a n c i a l O f f i c e r
T H R O U G H :
E r i c H a l e y , E x e c u t i v e D i r e c t o r
S U B J E C T :
S i n g l e S i g n a t u r e A u t h o r i t y R e p o r t
B U D G E T A N D I M P L E M E N T A T I O N C O M M I T T E E A N D S T A F F R E C O M M E N D A T I O N :
T h i s i t e m i s f o r t h e C o m m i s s i o n t o r e c e i v e a n d f i l e t h e S i n g l e S i g n a t u r e A u t h o r i t y
R e p o r t f o r t h e m o n t h s e n d i n g J a n u a r y , F e b r u a r y , a n d M a r c h 2 0 0 2 .
B A C K G R O U N D I N F O R M A T I O N :
T h e a t t a c h e d r e p o r t d e t a i l s a l l c o n t r a c t s t h a t h a v e b e e n e x e c u t e d t h r o u g h t h e
m o n t h s o f J a n u a r y , F e b r u a r y , a n d M a r c h 2 0 0 2 , u n d e r t h e S i n g l e S i g n a t u r e
A u t h o r i t y , g r a n t e d t o t h e E x e c u t i v e D i r e c t o r b y t h e C o m m i s s i o n . T h e r e m a i n i n g
u n u s e d c a p a c i t y i s $ 3 6 5 , 8 5 2 .
A t t a c h m e n t : S i n g l e S i g n a t u r e A u t h o r i t y R e p o r t
2 6
CONSULT ANT
AMOUNT AVAILABLE July 1, 2001
Genlor
SINGLE SIGNATURE AUTHORITY
AS OF M ARCH 31, 2002
• •
ORIGINAL RE MAINING
DESCRIPTION CONTRACT EXPENDED CONTRACT
OF SERVICES AMOUNT AMOUNT AMOUNT
Commuter Assistanc e Club/Team Ride
Mer chant Recruitment
Creative Management Solutions Commission desires to engage Consultant
to conduct c ompensation study.
NOlt Ed 1:65000:05P P< ;
AMOUNT USED
AMOUNT REMAINING THROUGH June 30, 2002
Donna Polmounter
Prepared by
Michele Cisneros
Reviewed by
$ 500,000.00
22,500.00 22,500.00
8,580.00
ot�
i are#atrepresen s�ne�on` �rac�fori�January'
kve(1w.u d.. +..c Jww.rt�y:vhuwwwW.M1 4wuvr»%tir n.P.P�aw>.W'&vLu $�u cC a}.:c:u w1 i:t� i}te
uai
bl?
f;\users\preprint\d p\sinsig02
8,580.00
134,148.00 42,848.15
$ 365,852 .00 $ 42,848 .15
0.00
0 .00
91,299.85
$ 91,299.85
"
A G E N D A I T E M 7 D
"
"
"
"
"
R I V E R S I D E C O U N T Y T R A N S P O R T A T I O N C O M M I S S I O N
D A T E :
M a y 8 , 2 0 0 2
T O :
R i v e r s i d e C o u n t y T r a n s p o r t a t i o n C o m m i s s i o n
F R O M :
B u d g e t a n d I m p l e m e n t a t i o n C o m m i t t e e
I v a n M . C h a n d , C h i e f F i n a n c i a l O f f i c e r
T H R O U G H :
E r i c H a l e y , E x e c u t i v e D i r e c t o r
S U B J E C T :
R e c u r r i n g C o n t r a c t s f o r F i s c a l Y e a r 2 0 0 2 - 2 0 0 3
B U D G E T A N D I M P L E M E N T A T I O N C O M M I T T E E A N D S T A F F R E C O M M E N D A T I O N :
T h i s i t e m i s f o r t h e C o m m i s s i o n t o a p p r o v e t h e S c h e d u l e o f R e c u r r i n g C o n t r a c t s f o r
F i s c a l Y e a r 2 0 0 2 - 2 0 0 3 .
B A C K G R O U N D I N F O R M A T I O N :
F o u r y e a r s a g o , t h e C o m m i s s i o n e v a l u a t e d a l l r e c u r r i n g c o n t r a c t s t o d e t e r m i n e
w h e n a n d i f t o h o l d a c o m p e t i t i v e p r o c e s s . A s a r e s u l t o f t h a t r e v i e w , m o s t
c o n t r a c t s w e r e r e b i d . I n a d d i t i o n , t h e C o m m i s s i o n r e q u i r e d t h a t t h e s e c o n t r a c t s b e
a p p r o v e d a t t h e b e g i n n i n g o f e a c h y e a r .
S c h e d u l e o f R e c u r r i n g C o n t r a c t s
C o n s u l t a n t
N a m e
D e s c r i p t i o n o f
S e r v i c e s
B u d g e t
F Y 0 1 / 0 2
B u d g e t
F Y 0 2 / 0 3
D o l l a r
C h a n g e
P e r c e n t
C h a n g e
B e c h t e l
P r o g r a m M g m t
$ 2 , 3 0 0 , 0 0 0
$ 2 , 1 3 8 , 6 4 1
$ ( 1 6 1 , 3 5 9 )
( 8 . 1 % )
B e s t , B e s t a n d
K r i e g e r
G e n e r a l L e g a l
6 0 0 , 0 0 0
6 0 0 , 0 0 0
0
0 . 0 %
J e f f e r s o n
H o u s e
I n t e r n a l a n d
E x t e r n a l c l e a n i n g o f
M e t r o l i n k S t a t i o n s
8 2 , 0 0 0
8 2 , 0 0 0
0
0 . 0 %
P u b l i c F i n a n c i a l
M g t .
I n v e s t m e n t A d v i s o r
4 5 , 0 0 0
4 5 , 0 0 0
0
0 . 0 %
E r n s t & Y o u n g
A u d i t S e r v i c e s
4 2 2 , 0 0 0
4 2 5 , 0 0 0
2 , 5 0 0
0 . 7 1 %
V a l l e y R e s e a r c h
& P l a n n i n g
C o n g e s t i o n M g m t .
8 0 , 0 0 0
6 0 , 0 0 0
( 2 0 , 0 0 0 )
( 2 5 . 0 % )
S t a f f i s p l a n n i n g t o p r e p a r e R e q u e s t f o r P r o p o s a l s f o r A u d i t S e r v i c e s , I n v e s t m e n t
A d v i s o r y s e r v i c e s a n d J a n i t o r i a l S e r v i c e f o r M e t r o l i n k s t a t i o n s i n t h e u p c o m i n g
f i s c a l y e a r .
A l l t h e s e i t e m s h a v e a l r e a d y b e e n i n c l u d e d i n t h e F Y 2 0 0 2 - 0 3 a d o p t e d b u d g e t a n d
a s s u c h n o b u d g e t a d j u s t m e n t i s r e q u i r e d .
2 8
"
A G E N D A I T E M 7 E
"
"
"
"
"
R I V E R S I D E C O U N T Y T R A N S P O R T A T I O N C O M M I S S I O N
D A T E :
M a y 8 , 2 0 0 2
T O :
R i v e r s i d e C o u n t y T r a n s p o r t a t i o n C o m m i s s i o n
F R O M :
B u d g e t a n d I m p l e m e n t a t i o n C o m m i t t e e
I v a n M . C h a n d , C h i e f F i n a n c i a l O f f i c e r
T H R O U G H :
E r i c H a l e y , E x e c u t i v e D i r e c t o r
S U B J E C T :
O v e r h e a d A l l o c a t i o n P o l i c y A m e n d m e n t
B U D G E T A N D I M P L E M E N T A T I O N C O M M I T T E E A N D S T A F F R E C O M M E N D A T I O N :
T h i s i t e m i s f o r t h e C o m m i s s i o n t o a m e n d t h e O v e r h e a d A l l o c a t i o n P o l i c y .
B A C K G R O U N D I N F O R M A T I O N :
O n J u l y 1 1 , 2 0 0 1 , t h e C o m m i s s i o n a p p r o v e d a p o l i c y f o r O v e r h e a d A l l o c a t i o n .
E r n s t a n d Y o u n g h a s r e q u e s t e d a n a m e n d m e n t t o t h i s p o l i c y t o c l a r i f y i t f u r t h e r .
T h e s u g g e s t i o n m a d e i s " A d o p t a m o r e p r e c i s e p o l i c y f o r T D A c l a i m a n t s a n d
M e a s u r e " A " r e c i p i e n t s r e l a t i n g t o o v e r h e a d a l l o c a t i o n . T h e p o l i c y s h o u l d a d d r e s s
t h e r e q u i r e m e n t s t h a t t h e o v e r h e a d a l l o c a t i o n m u s t b e b a s e d o n a c t u a l c o s t s , n o t
b u d g e t e d c o s t s a n d t h a t t h e o v e r h e a d e x p e n s e m u s t b e l i s t e d a s a p r o j e c t o n t h e
a p p r o v e d M e a s u r e " A " f i v e - y e a r c a p i t a l i m p r o v e m e n t p l a n . A n y p o l i c y c l a r i f i c a t i o n s
s h o u l d b e t i m e l y c o m m u n i c a t e d t o a l l T D A c l a i m a n t s a n d M e a s u r e " A " r e c i p i e n t s . "
B a s e d o n t h e a b o v e , s t a f f i s s u g g e s t i n g t h a t t h e f o l l o w i n g i t e m b e a d d e d t o t h e
c u r r e n t p o l i c y .
I t e m 4
R e c i p i e n t s o f T D A / M e a s u r e " A " f u n d s t h a t a l l o c a t e o v e r h e a d a r e r e q u i r e d t o t r u e
u p t h e i r a c t u a l c o s t s t o t h e e s t i m a t e d o r b u d g e t e d c o s t s . T h i s p r o c e s s s h o u l d b e
c o m p l e t e d w i t h i n 9 0 d a y s o f t h e e n d o f t h e f i s c a l y e a r .
2 9
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A G E N D A I T E M 7 F
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"
"
"
R I V E R S I D E C O U N T Y T R A N S P O R T A T I O N C O M M I S S I O N
D A T E :
M a y 8 , 2 0 0 2
T O :
R i v e r s i d e C o u n t y T r a n s p o r t a t i o n C o m m i s s i o n
F R O M :
B u d g e t a n d I m p l e m e n t a t i o n C o m m i t t e e
I v a n M . C h a n d , C h i e f F i n a n c i a l O f f i c e r
T H R O U G H :
E r i c H a l e y , E x e c u t i v e D i r e c t o r
S U B J E C T :
T D A / M e a s u r e " A " A u d i t R e s u l t s
B U D G E T A N D I M P L E M E N T A T I O N C O M M I T T E E A N D S T A F F R E C O M M E N D A T I O N :
T h i s i t e m i s f o r t h e C o m m i s s i o n t o r e c e i v e a n d f i l e t h e r e s p o n s e s t o t h e
s u g g e s t i o n s f o r i m p r o v e m e n t a s p r e s e n t e d b y E r n s t a n d Y o u n g .
B A C K G R O U N D I N F O R M A T I O N ;
A s p a r t o f t h e a n n u a l T D A / M e a s u r e " A " a u d i t , E r n s t a n d Y o u n g r e v i e w e d t h e
p o l i c i e s a n d p r o c e d u r e s o f t h e C o m m i s s i o n a n d t h e a g e n c i e s r e c e i v i n g t h e f u n d s .
B a s e d o n t h e i r F Y 2 0 0 0 - 0 1 r e v i e w , E r n s t a n d Y o u n g l i s t e d f o u r s u g g e s t i o n s f o r
i m p r o v e m e n t . T h e a u d i t s f o r m o s t o f t h e s e a g e n c i e s w e r e p r e s e n t e d t o t h e
C o m m i s s i o n o n M a r c h 1 3 , 2 0 0 2 . A t t h a t t i m e , s t a f f s t a t e d t h a t a w r i t t e n r e s p o n s e
w o u l d b e b r o u g h t b a c k t o t h e C o m m i s s i o n f o r t h e i r r e v i e w .
S u g g e s t i o n 1
A d o p t a m o r e p r e c i s e p o l i c y f o r T D A c l a i m a n t s a n d M e a s u r e " A " r e c i p i e n t s r e l a t i n g
t o o v e r h e a d a l l o c a t i o n . T h e p o l i c y s h o u l d a d d r e s s t h e r e q u i r e m e n t s t h a t t h e
o v e r h e a d a l l o c a t i o n m u s t b e b a s e d o n a c t u a l c o s t s , n o t b u d g e t e d c o s t s a n d t h a t
t h e o v e r h e a d e x p e n s e m u s t b e l i s t e d a s a p r o j e c t o n t h e a p p r o v e d M e a s u r e " A "
f i v e - y e a r c a p i t a l i m p r o v e m e n t p l a n . A n y p o l i c y c l a r i f i c a t i o n s s h o u l d b e t i m e l y
c o m m u n i c a t e d t o a l l T D A c l a i m a n t s a n d M e a s u r e " A " r e c i p i e n t s .
C o m m i s s i o n R e s p o n s e
O n J u l y 1 1 , 2 0 0 1 , t h e C o m m i s s i o n a d o p t e d a p o l i c y r e l a t i n g t o O v e r h e a d
A l l o c a t i o n . T h e p o l i c y o u t l i n e d t h e r e q u i r e m e n t s a n d c o n d i t i o n s f o r a l l o w i n g
o v e r h e a d a l l o c a t i o n . S t a f f i s p r e s e n t i n g a s e p a r a t e a g e n d a i t e m t o m o d i f y
t h e p o l i c y a n d b r i n g b e f o r e t h e C o m m i s s i o n a m o r e p r e c i s e p o l i c y r e q u i r i n g
t h e r e c i p i e n t s t o u p d a t e t h e i r b u d g e t e d o r e s t i m a t e d a l l o c a t i o n s t o a c t u a l a t
t h e e n d o f t h e y e a r .
3 0
Suggestion 2
Adopt a process regarding more timely follow up with the various TDA claimants
and Measure "A" recipients regarding resolution of compliance issues and
questioned costs reported within the audited financial statements.
Commission Response
Effective with the FY 2001-02 audit, staff will adopt a process to resolve
open matters within 90 days of the receipt of the audit report.
Suggestion 3
Adopt a policy relating to the completion of each Article 3 project to request a final
report from each city which would provide detail of the final costs of the project
and the related funds used to pay for the Article 3 project. Since the TDA claimant
may request disbursement of the Article 3 funds approved by the Commission as
soon as the Article 3 project is approved, the Commission should ensure that a
final accounting of the Article 3 funds be made to the Commission. Any unspent
Article 3 grant funds and any interest earned upon the Article 3 funds that was not
needed to pay for the completion of the Article 3 project should be remitted back
to the Commission.
Commission Response
As part of the new call for projects to be issued in the later part of the year,
staff will incorporate this suggestion into the criteria and set up a process to
review the final costs.
Suggestion 4
Revise Measure "A" five-year capital improvement plan requirements to include
descriptions of specific projects rather than listing general street improvement
projects on the five-year capital improvement plan.
Commission Response
Staff has informed Ernst and Young that this suggestion. would make the
process very cumbersome for the recipients and reduce the flexibility they
currently enjoy and maintaining streets and roads as needed. Ernst and
Young has agreed to remove this suggestion next year.
•
•
31
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A G E N D A I T E M 7 G
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"
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R I V E R S I D E C O U N T Y T R A N S P O R T A T I O N C O M M I S S I O N
D A T E :
M a y 8 , 2 0 0 2
T O :
R i v e r s i d e C o u n t y T r a n s p o r t a t i o n C o m m i s s i o n
F R O M :
P l a n s a n d P r o g r a m s C o m m i t t e e
S t e p h a n i e W i g g i n s , P r o g r a m M a n a g e r
T H R O U G H :
E r i c H a l e y , E x e c u t i v e D i r e c t o r
S U B J E C T :
P r o p o s e d M e t r o l i n k B u d g e t f o r F i s c a l Y e a r 2 0 0 2 - 2 0 0 3
P L A N S A N D P R O G R A M S C O M M I T T E E A N D S T A F F R E C O M M E N D A T I O N :
T h i s i t e m i s f o r t h e C o m m i s s i o n t o :
1 ) A d o p t t h e p r e l i m i n a r y F i s c a l Y e a r 2 0 0 2 - 2 0 0 3 M e t r o l i n k O p e r a t i n g a n d
C a p i t a l B u d g e t s ; a n d ,
2 ) A l l o c a t e R C T C ' s f u n d i n g c o m m i t m e n t t o t h e S o u t h e r n C a l i f o r n i a R e g i o n a l
R a i l A u t h o r i t y i n a n a m o u n t n o t t o e x c e e d $ 3 , 9 1 3 , 4 6 4 c o m p r i s e d o f :
$ 3 , 0 2 9 , 9 0 0 o f L o c a l T r a n s p o r t a t i o n F u n d s ( L T F ) f o r t r a i n o p e r a t i o n s a n d
m a i n t e n a n c e - o f - w a y , a n d $ 8 8 3 , 5 6 4 o f F T A S e c t i o n 5 3 0 7 f o r c a p i t a l
p r o j e c t s .
B A C K G R O U N D I N F O R M A T I O N :
B y v i r t u e o f t h e J o i n t P o w e r s A g r e e m e n t , t h e f i v e m e m b e r a g e n c i e s w h i c h
c o m p r i s e t h e S o u t h e r n C a l i f o r n i a R e g i o n a l R a i l A u t h o r i t y ( M e t r o l i n k ) m u s t f o r m a l l y
c o m m i t t o f u n d t h e i r p r o p o r t i o n a t e s h a r e s o f c o m m u t e r r a i l o p e r a t i n g a n d c a p i t a l
c o s t s . E a c h m e m b e r a g e n c y m u s t a p p r o v e t h e b u d g e t b e f o r e a d o p t i o n o f a f i n a l
b u d g e t b y t h e M e t r o l i n k B o a r d , n o l a t e r t h a n J u n e 3 0 , 2 0 0 2 . S e r v i c e a n d f u n d i n g
l e v e l s a r e l i m i t e d b y t h e p o l i c y a n d b u d g e t c o n s t r a i n t s o f t h e m e m b e r a g e n c i e s a n d
a r e n e g o t i a t e d e a c h y e a r .
R i v e r s i d e C o u n t y S e r v i c e L e v e l C h a n g e s F i s c a l Y e a r 2 0 0 2 - 2 0 0 3
T h r e e M e t r o l i n k l i n e s w i l l t r a v e r s e R i v e r s i d e C o u n t y ; t h e R i v e r s i d e L i n e , t h e I n l a n d
E m p i r e - O r a n g e C o u n t y ( I E 0 C ) L i n e , a n d b e g i n n i n g n e x t m o n t h , t h e 9 1 L i n e .
T h e F i s c a l Y e a r 2 0 0 2 - 2 0 0 3 M e t r o l i n k B u d g e t p r o p o s e s t h e f o l l o w i n g :
" R i v e r s i d e L i n e : N o c h a n g e s i n r e g u l a r w e e k d a y s e r v i c e o r w e e k e n d s e r v i c e
v i a e x t e n s i o n s t o t h e S a n B e r n a r d i n o L i n e ;
3 2
" I E O C L i n e : N o c h a n g e s i n r e g u l a r w e e k d a y s e r v i c e ; a n d o p e n i n g o f t h e n e w
N o r t h M a i n C o r o n a S t a t i o n i n F a l l 2 0 0 2 ;
" 9 1 L i n e : N o c h a n g e s i n r e g u l a r w e e k d a y s e r v i c e , h o w e v e r t h e n e w N o r t h
M a i n C o r o n a S t a t i o n w i l l a l s o s e r v e t h i s L i n e w h e n i t o p e n s i n F a l l 2 0 0 2 .
4 , 8 0 0
4 , 6 0 0
4 , 4 0 0
4 , 2 0 0
4 , 0 0 0
3 , 8 0 0
R i v e r s i d e L i n e A v g R i d e r s h i p
i
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0 k ' t e e 0 a
O , O < , t i
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1 0 0 %
8 0 %
6 0 %
4 0 %
O n - T i m e P e r f o r m a n c e
R i v e r s i d e L i n e S y s t e m
S i n c e M e t r o l i n k i s s u e d a n o t i c e o f n o n - p e r f o r m a n c e t o t h e U n i o n P a c i f i c i n M a r c h
2 0 0 2 r e g a r d i n g t h e p o o r o n - t i m e p e r f o r m a n c e o f t h e R i v e r s i d e L i n e , s i g n i f i c a n t
i m p r o v e m e n t s i n o n - t i m e t r a i n s h a v e r e s u l t e d . H o w e v e r , t h e o n - t i m e p e r f o r m a n c e
o f t h e R i v e r s i d e L i n e w i l l c o n t i n u e t o b e c l o s e l y m o n i t o r e d b y R C T C s t a f f d u r i n g F Y
2 0 0 2 - 0 3 , e s p e c i a l l y s i n c e t h e o p e n i n g o f p e a k - p e r i o d 9 1 L i n e s e r v i c e m a y r e s u l t i n
a s h i f t i n g o f R i v e r s i d e L i n e r i d e r s w h o a r e d e s t i n e d f o r L o s A n g e l e s t o t h e n e w L i n e ,
d e s p i t e t h e f a c t t h a t i t ' s a 2 0 m i n u t e l o n g e r r i d e , d u e t o t h e r e c u r r i n g d e l a y s o n t h e
R i v e r s i d e L i n e .
R C T C ' s F i s c a l Y e a r 2 0 0 2 - 2 0 0 3 O p e r a t i n g S u b s i d y t o I n c r e a s e 1 2 %
R C T C ' s p r o p o s e d f u n d i n g o b l i g a t i o n t o S C R R A i n c l u d e s $ 3 , 0 2 9 , 9 0 0 s u b s i d y f o r
o p e r a t i o n s a n d m a i n t e n a n c e - o f - w a y w h i c h r e p r e s e n t s a $ 3 3 4 , 8 0 0 i n c r e a s e
( 1 2 . 4 % ) o v e r t h e F Y 2 0 0 1 - 0 2 b u d g e t . T h i s i s d u e p r i m a r i l y t o t h e a n n u a l i z e d c o s t
o f t h e n e w 9 1 L i n e s e r v i c e ( R i v e r s i d e t o L o s A n g e l e s v i a F u l l e r t o n ) w h i c h i s
s c h e d u l e d t o b e g i n M a y 6 , 2 0 0 2 w i t h t w o p e a k - p e r i o d r o u n d t r i p s a n d o n e m i d - d a y
r o u n d t r i p .
R C T C ' s n e w c a p i t a l a n d c a p i t a l r e n o v a t i o n o b l i g a t i o n f o r F Y 2 0 0 2 - 0 3 i s p r o j e c t e d
a t $ 8 8 3 , 5 6 4 , a d e c r e a s e o f $ 7 8 , 7 7 1 . P r o j e c t s i n c l u d e t h e r e h a b i l i t a t i o n a n d
r e n o v a t i o n o f t h e R i v e r C o r r i d o r w h i c h i s l o c a t e d o n t h e E a s t B a n k o f t h e L o s
A n g e l e s R i v e r .
"
"
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3 3
"
"
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S y s t e m - w i d e
I n F Y 2 0 0 2 - 0 3 t h e S C R R A w i l l c e l e b r a t e i t s 1 0 t h y e a r p r o v i d i n g M e t r o l i n k c o m m u t e r
r a i l s e r v i c e i n S o u t h e r n C a l i f o r n i a . F r o m t h r e e l i n e s i n O c t o b e r 1 9 9 2 , t h e a g e n c y
w i l l o p e r a t e s e r v i c e o v e r s e v e n l i n e s , w i t h 1 3 8 w e e k d a y a n d 3 2 w e e k e n d t r a i n s a s
o f i t s 1 0 t h a n n i v e r s a r y i n O c t o b e r . A v e r a g e w e e k d a y r i d e r s h i p i s p r o j e c t e d t o t o t a l
3 4 , 0 5 0 , a n i n c r e a s e o f 3 % o v e r t h e c u r r e n t y e a r B u d g e t . T o t a l r i d e r s h i p , i n c l u d i n g
a l l w e e k e n d s e r v i c e s , i s e x p e c t e d t o i n c r e a s e 4 % f r o m t h e c u r r e n t y e a r B u d g e t .
M e t r o l i n k f a r e s a r e a s s u m e d t o i n c r e a s e 4 % e f f e c t i v e J u l y 1 , 2 0 0 2 , t h e t h i r d o f
t h r e e B o a r d a p p r o v e d a d j u s t m e n t s t o t h e b a s e f a r e s t r u c t u r e o f t h e a g e n c y . A l s o
a s s u m e d i n F Y 2 0 0 2 - 0 3 i s a n a d d i t i o n a l 1 % i n c r e m e n t a l i n c r e a s e f o r t h e s o l e
p u r p o s e o f p r o v i d i n g f o r i n c r e a s e d o p e r a t i o n a l a n d i n f r a s t r u c t u r e s e c u r i t y i n l i g h t o f
o n g o i n g n a t i o n a l c o n c e r n s . T h e r e s u l t i n g f a r e b o x r e v e n u e i s p r o j e c t e d a t $ 4 1 . 7
m i l l i o n o r 1 0 % o v e r t h e c u r r e n t y e a r B u d g e t .
F a r e r e v e n u e s r e p r e s e n t 4 2 % o f t o t a l o p e r a t i n g r e v e n u e s . M e m b e r a g e n c y
c o n t r i b u t i o n s o f $ 4 5 . 9 m i l l i o n f o r o p e r a t i o n s r e p r e s e n t a p p r o x i m a t e l y 4 7 % o f t o t a l
o p e r a t i n g r e v e n u e s ( r e s u l t i n g i n a r e v e n u e r e c o v e r y i n t h e b u d g e t o f 5 3 % v e r s u s
5 2 % i n t h e c u r r e n t y e a r b u d g e t ) .
T h e F Y 2 0 0 2 - 0 3 c o m b i n e d M e t r o l i n k B u d g e t i s $ 2 1 8 . 6 m i l l i o n . T h e o p e r a t i n g
b u d g e t i s $ 9 8 . 6 m i l l i o n c o m p r i s e d o f $ 7 8 . 6 m i l l i o n f o r t r a i n o p e r a t i o n s a n d
m a i n t e n a n c e - o f - w a y a t $ 2 0 m i l l i o n . T h e c a p i t a l b u d g e t i s $ 1 2 0 m i l l i o n m a d e u p o f
r e h a b i l i t a t i o n a n d r e n o v a t i o n a t $ 3 2 . 9 m i l l i o n a n d a n e w c a p i t a l p r o j e c t s b u d g e t o f
$ 8 7 . 1 m i l l i o n .
T h e m a j o r d r i v i n g f a c t o r s i n p r o j e c t i n g o p e r a t i n g e x p e n s e s a r e s e r v i c e l e v e l s , t h e
a s s o c i a t e d e q u i p m e n t m a i n t e n a n c e a n d s u p p o r t r e q u i r e m e n t s , u n d e r l y i n g l a b o r
i n f l a t i o n i n t h e a g e n c y ' s l a r g e s t s e r v i c e c o n t r a c t s , a n d t h e l e v e l s o f e f f o r t o f t h e
a g e n c y ' s m a i n t e n a n c e o f w a y p r o g r a m . i S e v e r a l f a c t o r s c o n t r i b u t e t o m o d e r a t e
t h e i n c r e a s e i n m e m b e r a g e n c y s u b s i d y r e q u i r e m e n t s f o r F Y 2 0 0 2 - 0 3 , i n c l u d i n g :
" C o n t r a c t e d t r a i n o p e r a t i n g e x p e n s e s a r e p r o j e c t e d t o i n c r e a s e 9 % ;
" M a i n t e n a n c e o f e q u i p m e n t e x p e n s e s i n c r e a s e 7 % a s a r e s u l t o f a 2 4 %
i n c r e a s e i n f l e e t s i z e ;
" F u e l e x p e n s e s h a v e d e c r e a s e d 1 4 % ; a n d
" A v e r a g e w e e k d a y r i d e r s h i p , f a r e b o x r e v e n u e s , a n d m a i n t e n a n c e - o f - w a y
r e v e n u e s a r e p r o j e c t e d t o i n c r e a s e .
1 A t t h e t i m e o f p r i n t i n g , t h e o n e r e m a i n i n g v a r i a b l e i s l i a b i l i t y i n s u r a n c e . G i v e n t h e e v e n t s o f S e p t e m b e r 1 1 ' ,
i n s u r a n c e r a t e s h a v e s k y r o c k e t e d . S C R R A w i l l c o m p l e t e n e g o t i a t i o n s a t t h e e n d o f t h i s m o n t h f o r i n s u r a n c e ,
h o w e v e r , t h e C E O i s c o m m i t t e d t o n o t i n c r e a s e t h e r e q u e s t e d m e m b e r a g e n c y s u b s i d y i d e n t i f i e d f o r F Y 2 0 0 2 -
0 3 .
3 4
The FY 2002-03 Metrolink Budget further provides for the implementation of the
"Take the Next Train" program. The SCRRA and Amtrak have agreed to work
together to allow passengers with valid Metrolink or Amtrak tickets, where
complementary service exists (like the Orange County and Ventura County Lines),
to choose the service provider that best suits their travel needs. With the
participation of Caltrans, this program is expected to add increased train services
for less than the average operating cost of a single train.
RCTC Share of Proposed Metrolink Budget
RCTC's share of the $98.6 million operating budget is $6,164,400 (see Metrolink
Budget page 15). The resulting net subsidy requirement (after fare box and other
operating revenues) is $3,029,900 to be paid by Western County Commuter Rail
Local Transportation Funds. RCTC's capital subsidy requirement of $883,564 is to
be paid by FTA Section 5307 commuter rail funds. The combined total FY 2003
RCTC subsidy request is $3,913,464.
Attachment: Metrolink Preliminary Budget Fiscal Year 2002-03
•
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35
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S O U T H E R N C A L I F O R N I A 0 5 9 1 4 2
R E G I O N A L R A I L A U T H O R I T Y
A P R 0 9 2 0 0 2 t i j
T R V E R I Q I C O U N T Y S
P R E L I M 1 N A f f V O N B s r o N
B U D G E T
F I S C A L Y E A R
2 0 0 2 - 0 3
A p r i l 1 2 , 2 0 0 2
M E T R O L I N K
L o s A n g e l e s C o u n t y M e t r o p o l i t a n T r a n s p o r t a t i o n A u t h o r i t y
O r a n g e C o u n t y T r a n s p o r t a t i o n A u t h o r i t y
R i v e r s i d e C o u n t y T r a n s p o r t a t i o n C o m m i s s i o n
S a n B e r n a r d i n o A s s o c i a t e d G o v e r n m e n t s
V e n t u r a C o u n t y T r a n s p o r t a t i o n C o m m i s s i o n
3 6
FY 2002-03 BUDGET
TABLE OF CONTENTS
Page #
Executive Summary of the Fiscal Year 2002-03 Budget i
1.0 INTRODUCTION 1
1.1 SCRRA Services 1
1.2 Organizational Summary 3
1.3 Evolution Of SCRRA 4
1.4 Mission Statement 6
2.0 BUDGET SUMMARY 7
2.1 Recommended Budget Policy 9
2.2 Accounting Methodology 11
2.3 Budget Components 11
2.4 Significant Changes In Budgeting Approach 11
2.5 Budget Assumptions 12
2.6 Summary of the FY 2002-03 Budget 14
2.7 Summary Total FY 2002-03 Budget Sources and Uses
by Member Agency 14
2.8 Summary of FY 2002-03 Revenues 14
2.9 Summary of Operating and Capital Budgets by Expense Type 17
2.10 Summary of Operating and Capital Budgets by Department 19
2.11 Summary of FY 2002-03 Authorized Positions 19
3.0 OPERATING BUDGET 23
3.1 Performance Data 25
3.2 Summary of FY 2002-03 Statistics by Line 26
3.3 Components Of The Operating Budget 26
3.4 Operating Budget Assumptions 26
3.5 Summary of Revenues and Expenses by Operating Cost Component 30
3.6 Detail of Operating Budget 30
3.7 Summary of Revenue and Expenses by Member Agency 39
3.8 Maintenance -of -Way Budget 41
4.0 CAPITAL BUDGET 51
4.1 Rehabilitation/Renovation 53
Ongoing Rehabilitation/Renovation Projects 53
New Rehabilitation/Renovation Projects 59
4.2 New Capital 67
•
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37
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T A B L E O F C O N T E N T S
5 . 0 D E P A R T M E N T B U D G E T S 7 5
5 . 1 O r g a n i z a t i o n a l S u m m a r y 7 7
5 . 2 E x e c u t i v e 8 0
5 . 3 S u p p o r t S e r v i c e s a n d T e c h n o l o g y 8 2
5 . 4 O p e r a t i o n s 8 4
5 . 5 E n g i n e e r i n g & C o n s t r u c t i o n 8 6
5 . 6 E q u i p m e n t 8 8
5 . 7 S t r a t e g i c D e v e l o p m e n t & C o m m u n i c a t i o n s 9 0
5 . 8 F i n a n c e 9 2
6 . 0 A P P E N D I X 9 5
6 . 1 F o r m u l a e f o r A l l o c a t i o n t o C o u n t i e s 9 7
6 . 2 F o r m u l a e f o r A l l o c a t i o n t o L i n e s 9 9
6 . 3 A l l o c a t i o n o f R e v e n u e s 9 9
6 . 4 A l l o c a t i o n o f E x p e n s e s 1 0 1
6 . 5 A l l o c a t i o n o f A g e n c y C o s t s t o B u d g e t s 1 0 1
6 . 6 P o t e n t i a l N e w P r o j e c t s f o r N e w C a p i t a l i n F Y 2 0 0 2 - 0 3 1 0 2
6 . 7 S C R R A P o l i c y o n D e b t 1 0 3
6 . 8 S t a t i s t i c a l I n f o r m a t i o n 1 0 4
6 . 9 G l o s s a r y o f B u d g e t T e r m s 1 0 6
6 . 1 0 A c r o n y m s 1 0 7
3 8
SCRRA FY 2002-03 Budget
•
EXECUTIVE SUMMARY
The Chief Executive Officer submits to the Southern California Regional Rail Authority
(SCRRA) Board of Directors by May 1St of each year a Preliminary Budget for the
following fiscal year. The submitted Budget includes separate components for
administrative, operations and capital costs. Decisions dealing with operating and capital
allocations as well as approval of each member agency's share of the Authority's annual
budget must be approved by each member agency.
The Board must adopt a final Budget no later than June 30 of each year. The Fiscal Year
(FY) 2002-03 SCRRA Budget permits the agency to continue to meet the challenges of
increased ridership, demand for more train services, as well as the need for capital
improvements to accommodate rising levels of freight and passenger traffic on member
agency -owned routes.
In FY 2002-03 the SCRRA will celebrate its tenth year providing Metrolink commuter
rail service in Southern California. From three lines in October 1992, the agency will
operate service over seven lines, with 138 weekday and 32 weekend trains as of its tenth
anniversary in October 2002. The FY 2002-03 Budget demonstrates Metrolink's ongoing
efficiency, effectiveness, and commitment to the transportation needs of Southern
Californians.
The FY 2002-03 Budget anticipates another significant milestone in the growth of the
SCRRA. Beginning October 1, 2002, the provision of dispatching services over member
agency owned rights -of -way will be brought in-house. Previously provided under
contract by Amtrak, staff responsible for such a critical component of the agency's
mission will, for the first time, be direct employees of the SCRRA.
The $218.6 million budget (an decrease of 7.5% from the FY 2001-02 Budget) consists
of an Operating Budget of $98.6 million (an 7.7% increase over the FY 2001-02 Budget),
including Train Operations at $78.6 million and Maintenance -of -Way (MOW) at $20.0
million, and a Capital Budget of $120.0 million made up of a Rehabilitation/Renovation
Budget of $32.9 million and a New Capital Budget of $87.1 million of approved projects.
The Operating Budget details both operating revenue (such as fare and maintenance -of -
way revenues) as well as operating expenses. Average weekday ridership is expected to
increase 3% with total ridership (including weekend services) projected to increase 4%
from the FY 2001-02 Budget. Farebox revenue is expected to reach $41.7 million, a 10%
increase over the FY 2001-02 Budget. Included in the FY 2002-03 Budget is the third of
three Board approved fare increases effective July 1, 2002. Dispatching revenues are
expected to increase 10% from the FY 2001-02 Budget to $2.8 million. Maintenance -of -
way revenues are estimated to increase 9% above the FY 2001-02 Budget to $8.3 million.
This new budget continues a trend of growth and cost -efficiency of Metrolink operations.
4/8/02, 11:17 AM i
•
•
39
ti
SCRRA FY 2002-03 Budget
•
Highlights of the FY 2002-03 Budget include:
•
•
• Operating expenses per train mile are expected to be $47.24 which is a 3%
decrease from the Fiscal Year 2001-02 Budget.
• Operating expense per passenger mile and Subsidy per passenger mile hold steady
from the previous fiscal year at $0.29 and $0.14 respectively.
• Operating subsidy per rider rises slightly to $5.08.
• Revenue recovery is projected to equal 53.7%, an exceptional amount relative to
other transit properties.
• Farebox recovery is expected to increase to 46.4%.
• Total Revenue Train Miles will be 10% higher in FY 2002-03 then levels adopted
in the FY 2001-02 Budget.
The principal determinant of agency operating expenses are levels of service, the
associated equipment maintenance and support requirements, underlying labor inflation
in the agency's largest service contracts, and the levels of effort of the agency's
maintenance of way program.
The FY 2002-03 SCRRA Budget anticipates an operating schedule of 138 weekday trains
on seven lines and 32 weekend trains on two lines. Service improvements implemented
in FY 2001-02 are included and fully annualized. In May, 2002, the agency introduced
commuter service on its seventh line, the 91 Line. Service to and from Riverside in the
Inland Empire, through Fullerton in Orange County to Los Angeles Union Station is
expected to provide alternatives to the 91 Freeway for Inland Empire and Western
Orange County commuters. The arrival of additional rolling stock (27 new passenger cars
and 4 locomotives) in FY 2001-02 will further provide the ability to enhance service by
lengthening existing trains where demand has reached a peak.
The FY 2002-03 Budget further provides for the implementation of the "Take the Next
Train" program. The SCRRA and Amtrak have agreed to work together to allow
passengers with valid Metrolink or Amtrak tickets, where complementary service exists,
to choose the service provider that best suits their travel needs. With the participation of
CALTRANS, this program is expected to add increased train services for less than the
average operating cost of a single train.
Member agency subsidies for the Operating Budget are projected to total $45.9 million.
This represents a 5% increase over the FY 2001-02 Budget. Several factors contribute to
moderate the increase in member agency subsidy requirements, including:
• Contracted train operating expenses are projected to increase 9%
• Maintenance of equipment expenses are increasing 7% as a result of a 24%
increase in fleet size.
• Fuel expenses have decreased 14%
• Average weekday ridership is projected to increase 3%
4/8/02, 11:17 AM
40
SCRRA FY 2002-03 Budget
• Farebox revenues are projected to increase 10%
• Maintenance -of -way revenues are also projected to increase by 9%
The Capital Budget (Rehabilitation/Renovation and New Capital) for FY 2002-03
continues several important New Capital projects to more efficiently operate passenger
(Metrolink and Amtrak) and freight services on member agency owned routes. New
Capital projects are only those with approved funding. These projects include:
• The completion of additional double track and sidings on the San Bernardino Line
• The start of construction of double tracking a portion of the Orange County Line.
• The engineering and design of a new Eastern Area Maintenance Facility.
• New sidings on the Antelope Valley Line
• System wide tie and rail replacement
• The upgrade of platform lighting at Los Angeles Union Station.
• The procurement of next generation Ticket Vending Machines (TVMs) allowing
significantly increased functionality.
Additional projects for which SCRRA and its member agencies are still seeking funding
for are not included in the document at this time. As funding is secured, these projects
will be added to the budget after review and approval by the Board.
The FY 2002-03 Budget proposes 31 new positions, 26 of which are the result of the
addition of dispatching services as an agency responsibility as referenced above. The
following are positions requested in the FY 2002-03 Budget:
Executive:
- Human Resources
Support Services and Technology:
- Office of the AEO
Strategic Development & Communications:
- Office of the Director
- Marketing
Finance:
- Accounting
Operations:
- Dispatching
Administrative Assistant
Administrative Assistant
Geographic Information Systems Analyst
Administrative Assistant
Administrative Assistant
Manager, Dispatching Operations
Dispatching Operations Supervisor (6)
Train Dispatcher (18)
Administrative Assistant.
In FY 2000-01, the SCRRA completed an exhaustive study of the administrative needs of
the organization given the changes in both the administrative structure of the agency, as
well as the physical location requirements. A number of internal changes were made in
line with this study as part of the Fiscal Year's 2000-01 and 2001-02 budgets, including
4/8/02, 11:17 AM
•
41
SCRRA FY 2002-03 Budget
•
the addition of some recommended positions. In December of 2001, a follow up
assessment was conducted to determine the adequacy and efficiency of previous changes.
The Administrative Assistant positions requested above represent positions identified in
the 2000-01 study, but never budgeted and are consistent with the recommendation of the
follow up assessment.
Agency and departmental goals continue to focus on building an organizational
infrastructure to support the increased long-term operations and administrative functions.
Another activity planned for FY 2002-03 is an evaluation, begun in FY 2001-02, of the
cost effectiveness of the use of contracted vendors to provide key operational, capital
construction and maintenance -of -way services.
Agency goals also address the following needs:
•
•
• Continued growth in revenue
• Continued improvements in service quality and safety
• A strategic planning effort to set a course to meet long-term ridership and service
projections
• Continuation of the annual Board retreat to address the long term policy needs of
the agency
• Continued pursuit of federal and state funding
• Stronger alliances with station city stakeholders
• Viability of connecting services/ complementary connecting services
The proposed FY 2002-03 Budget is based upon conservative financial assumptions
which ensure the SCRRA's fiscal ability to deliver upon the service and capital
improvements promised to the public. In its tenth year of providing exceptional services
to Southern California, SCRRA remains committed to delivering the highest quality
commuter rail service.
4/8/02, 11:17 AM iv
42
"
S O U T H E R N C A L I F O R N I A R E G I O N A L R A I L A U T H O R I T Y
F Y 2 0 0 2 - 0 3 B U D G E T
1 . 0 I N T R O D U C T I O N
1 . 1 S C R R A S e r v i c e s
S C R R A i s a j o i n t p o w e r s a u t h o r i t y c r e a t e d t o p l a n , d e s i g n , b u i l d a n d o p e r a t e c o m m u t e r r a i l
s e r v i c e i n t h e S o u t h e r n C a l i f o r n i a r e g i o n . A s o f J u l y 1 , 2 0 0 2 , M e t r o l i n k e x p e c t s t o p r o v i d e
s e r v i c e o n 7 r o u t e s t o 5 1 s t a t i o n s o v e r 4 1 6 r o u t e m i l e s . T h e s y s t e m m a p i s p r o v i d e d i n E x h i b i t
1 . 1 . M e t r o l i n k o p e r a t e s 1 3 8 t r a i n s e a c h w e e k d a y a n d a v e r a g e w e e k d a y r i d e r s h i p i s e x p e c t e d t o
e x c e e d 3 4 , 0 0 0 o n e - w a y t r i p s i n F i s c a l Y e a r 2 0 0 2 - 0 3 . S a t u r d a y s e r v i c e i s p r o v i d e d o n t h e S a n
B e r n a r d i n o a n d A n t e l o p e V a l l e y L i n e s a n d S u n d a y s e r v i c e i s p r o v i d e d o n t h e S a n B e r n a r d i n o
L i n e . I n F i s c a l Y e a r 2 0 0 1 - 0 2 , 4 n e w l o c o m o t i v e s a n d 2 7 n e w p a s s e n g e r c a r s w e r e r e c e i v e d ,
i n c r e a s i n g t o t a l r o l l i n g s t o c k a v a i l a b l e i n F i s c a l Y e a r 2 0 0 2 - 0 3 t o 3 7 l o c o m o t i v e s a n d 1 4 6
c o m m u t e r r a i l c a r s . I n a d d i t i o n t o o p e r a t i n g c o m m u t e r r a i l s e r v i c e , S C R R A d i s p a t c h e s a n d
m a i n t a i n s i n e x c e s s o f 6 0 % o f t h e t e r r i t o r y o v e r w h i c h i t o p e r a t e s . O n a d a i l y b a s i s , S C R R A
d i s p a t c h e s M e t r o l i n k t r a i n s , u p t o 3 0 A m t r a k i n t e r c i t y t r a i n s b e t w e e n M o o r p a r k a n d S a n D i e g o
a n d u p t o 1 0 0 f r e i g h t t r a i n s . S C R R A i s r e s p o n s i b l e f o r t h e m a i n t e n a n c e o f r i g h t - o f - w a y o w n e d
b y S C R R A m e m b e r a g e n c i e s t h a t e x t e n d s o v e r 3 2 5 . 6 t r a c k - m i l e s . S C R R A ' s C a p i t a l P r o g r a m
i n c l u d e s o n g o i n g r e h a b i l i t a t i o n / r e n o v a t i o n o f t h i s r i g h t - o f - w a y , f a c i l i t i e s , e q u i p m e n t , a n d r o l l i n g
s t o c k , a s w e l l a s e x p a n s i o n o f t h e s y s t e m .
"
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J
SCRRA FY 2002-03 Budget
•
1.2 Organizational Summary
The SCRRA Board consists of eleven voting members:
Agency
Votes
Members
Alternates
Los Angeles County
Metropolitan Transportation
Authority (LACMTA)
4
Hal Bernson (Chair)
Council Member, 12th District,
City of Los Angeles
Michael Antonovich
Supervisor, County of Los Angeles
Don Knabe
Supervisor, County of Los Angeles
Larry Zarian
James C. Ledford, Jr.
Mayor
City of Palmdale
Robert T. Bartlett
Nate Brogin
Brogin Companies
Francine Oschin
Council Member Hal Bernson's
office
San Bernardino Associated
Governments (SANBAG)
2
Bill Alexander (Vice Chair)
Mayor, City of Rancho
Cucamonga
Paul Eaton
Mayor, City of Montclair
Judith Valles
Mayor, City of San Bernardino
Patricia Gilbreath
Mayor, City of Redlands
Orange County
Transportation Authority
(OCTA)
2
Thomas W. Wilson
Supervisor, Orange County
Art Brown
Councilman, City of Buena Park
Charles V. Smith*
Supervisor, Orange County
Riverside County
Transportation Commission
(RCTC)
2
Will Kleindienst
Mayor, City of Palm Springs
Ron Roberts
Mayor, City of Temecula
Frank West *
Council Member, City of Moreno
Valley
John Chlebnik*
Mayor, City of Calimesa
Ventura County
Transportation Commission
(VCTC)
1
Bill Davis
Mayor, City of Simi Valley
Brian Humphrey
VCTC Commission Member
* Alternates represent either member
Ex -officio members of the SCRRA
Agency
Members
Alternates
Southern California Association of
Governments (SCAG)
Vacant
Vacant
San Diego Association of
Governments
Julianne Nygaard
Council Member, City of
Carlsbad
Vacant
The State of California Department
of Transportation (Caltrans)
Maria Contreras -Sweet,
Secretary, Business,
Transportation and Housing
Agency
Robert W. Sassaman,
Director — District 7, Caltrans
4/8/02, 12:09 PM
3
45
SCRRA FY 2002-03 Budget
•
•
•
Exhibit L2 provides the organizational structure of the SCRRA. The seven departments of
SCRRA are:
• Executive: David Solow, Chief Executive Officer
• Support Services and Technology: Vacant, Assistant Executive Officer
• Operations: John Kerins, Director
• Engineering & Construction: Michael McGinley, Director
• Equipment: William Lydon Jr., Director
• Strategic Development and Communications: Stephen Lantz, Director
• Finance: Mark Dubeau, Director
In FY 2001-02, SCRRA had 176 authorized positions and 207 positions are proposed for FY
2002-03. The principal increase in Fiscal Year 2002-03 is due to the assumption of dispatching
services by agency personnel previously provided by Amtrak under a contractual agreement. A
complete roster of agency positions is listed in Table 5.1.
1.3 Evolution of SCRRA
In June 1990, the California Legislature enacted Senate Bill 1402, Chapter 4 of Division 12 of
the Public Utilities Code. This bill required the transportation commissions of the counties of
Los Angeles, Orange, Riverside and San Bernardino to jointly develop a plan for regional transit
services within the multi -county region.
In August 1991, the Southern California Regional Rail Authority (SCRRA), a regional Joint
Powers Agency (JPA), was formed. Voting members with their respective number of votes are:
Los Angeles County Metropolitan Transportation Authority (LACMTA), four votes; Orange
County Transportation Authority (OCTA), two votes; Riverside County Transportation
Commission (RCTC), two votes; San Bernardino Associated Governments (SANBAG), two
votes; and Ventura County Transportation Commission (VCTC), one vote. I Ex -officio members
of the SCRRA included the Southern California Association of Governments (SCAG), the San
Diego Association of Governments and the State of California Department of Transportation
(Caltrans).
The purpose of the newly formed SCRRA was to plan, design, construct, and administer the
operation of regional passenger rail lines serving the counties of Los Angeles, Orange, Riverside,
San Bernardino, and Ventura. The SCRRA named the regional commuter rail system
"Metrolink." The first three lines - San Bernardino, Santa Clarita (now Antelope Valley), and
Ventura County- began operation in October 1992. The Riverside Line was added in June 1993,
and the Orange County Line (which extends 19 miles into northern San Diego County) was
added in April 1994. The sixth line, Inland Empire -Orange County, the nation's first suburb to
suburb conunuter rail line, was added in October 1995. In May of 2002, the 91 Line was added to
provide an alternative to Inland Empire and Western Orange County commuters
These five county transportation commissions are defined as SCRRA's member agencies.
4/8/02, 12:09 PM 4
46
Southern California Regional Rail Authority
April 12, 2002
Division of the
Assistant Director,
E&C
Board Secretary
SCRRA Board of Directors
Office of the Chief Executive Officer
h .. ...i.. . .. :x ... F.}➢ 1ggai' 1 ta,ltif -ife.>
SCRRA Counsel
Human Resources
Div
Engineering &
Construction Dept,
Construction Unit
Station Facilities
Div
Signals &
Communication Div
Maintenance of
Way Div
Operations Dept.
Dispatching Div
Safety & Security
Div
Passenger
Services Div
F
Public Projects Div
Equipment Dept.
Equipment &
Facilities Div
Fleet Maintenance
Unit
• •
Office of the
Assistant Executive
Officer
Railroad Services
Div
Claims
Administration Div
Contracts
Administration &
Procurement Div
Administrative
Services Div
Finance Dept
Budget Div
Fare Collection
Services
Administration Div
Accounting Div
Strategic Development
& Communications Dept
Government
Relations Div
Grants
Development &
Programming Div
Strategic Planning
Div
Media & External
Communications
Div
Marketing & Sales
Div
SCRRA FY 2002-03 Budget
•
•
•
traveling through Fullerton.
Over its ten years of operations, SCRRA has been building the Metrolink commuter rail system
in order to ensure quality, efficient services into the next century. In February 2001, Metrolink
carried its forty -millionth passenger, holding its place as one of the fastest growing commuter rail
systems in the nation.
1.4 Mission Statement
Metrolink is a premier regional rail system, including commuter and other passenger services,
linking communities to employment and activity centers. Metrolink provides reliable
transportation and mobility for the region, leading toward more livable communities.
Metrolink is committed to and characterized by:
• Technically superior and safe operations
• Customer focus and accessibility
• Dependable, high -quality service
• Cost-effective and high -value service
• Strategically located network of lines and stations
• Integration with other transit modes
• Environmental sensitivity
• Community involvement and partnerships with both the public
and private sectors
4/8/02, 12:09 PM 6
48
SCRRA FY 2002-03 Budget
SECTION 2
SCOUTHERN CALIFORNIA REGIONAL
RAIL AUTHORITY
BUDGET SUMMARY
•
•
4/8/02, 12:09 PM
7
49
SCRRA FY 2002-03 Budget
4/8/02, 12:09 PM 8
50
SCRRA FY 2002-03 Budget
•
•
2.0 BUDGET SUMMARY
2.1 Budget Policy
Budget Authorization
The Chief Executive Officer submits to the SCRRA Board of Directors by May 1st of each year a
Preliminary Budget for the following fiscal year. The submitted Budget includes separate
components for administrative, operations, and capital costs. Decisions dealing with operating
and capital allocations, as well as approval of each member agency's share of the Authority's
annual Budget must be approved by each member agency.
The Board must adopt a final Budget no later than June 30 of each year. If a Budget is not
approved by June 30`h, the Board will approve a continuing Operating Budget on a monthly basis
equal to one -twelfth of preceding year's Budget. The Capital Budget approves individual
projects that may proceed within the approved funding level.
The Budget contains a financial plan that includes:
• Organizational chart.
• Goals and objectives for the new fiscal year.
• The assumptions underlying revenue and expense projections.
• Planned service for the following fiscal year.
• Separately presented Operating and Capital budgets
• Revenue sources by line item
• Expenses by summary line item
• Department budgets
• Authorized positions.
The Operating Budget details both operating revenue (such as fare revenue, maintenance -of -way
(MOW) revenue, member agency contributions, etc.) and operating expenses (such as Train
Operations -Amtrak, Equipment Maintenance -Bombardier, Fuel, Security -Sheriff, Transfers to
Other Operators, Maintenance -of -Way, Salaries and Fringe Benefits, Insurance, etc.)
The Capital Budget includes all new projects proposed for the coming fiscal year as well as
previously approved projects for which work has yet to be completed. The Board approves
individual Rehabilitation/Renovation and New Capital projects, including total project cost and
scope. Approved project funds are reserved for the duration of the project unless amended by the
Board.
In approving the proposed budget and any Board initiated amendments, the Board authorizes
SCRRA to expend funds under the direction of the Chief Executive Officer consistent with:
4/8/02, 12:09 PM
9
51
SCRRA FY 2002-03 Budget
• Total amount appropriated for Train Operations and Maintenance -of -Way.
• Total amount appropriated for Capital by each Rehabilitation/Renovation and New Capital
project.
• Individual member agency funding commitments.
• Total number of authorized positions.
Further, by approving the Budget, the Board authorizes the Chief Executive Officer to take
necessary action to adjust the salary structure and associated ranges based on market trends.
Budgetary Control
General
Budgetary control refers to SCRRA's procedures for monitoring actual expenses against planned
expenditures as adopted in the annual Budget. By adopting an annual Budget, the Board of
Directors delegates to the Chief Executive Officer the authority to manage the annual Budget
within the following parameters.
Transfers
A Budget Transfer represents changes in projected expenses between line items within or across
departments in the Budget. The Budget Office shall review the impact of any requested Budget
Transfer and make recommendations to the Chief Executive Officer and/or Board, as required.
Amendments
Certain Budget Transfers may require Board approval and result in Budget Amendments.
Budget Amendments will be submitted to the Board as required and include:
• Any Budget Transfer that negatively impacts member agency funding commitments.
• Any Budget Transfer that negatively impacts the total Operating Budget or individual
Capital projects.
• Any Budget Transfer that increases the total authorized level of personnel.
The Board, by approving any Budget Amendment, amends the Budget for the fiscal year. Any
budget amendment that requires an increase in a member agency's funding commitments
additionally requires the approval of that member agency.
Budgetary Reporting
The Approved or Amended Budget is the baseline for all comparisons to actual revenue and
expenditures during a fiscal year. On a quarterly basis, budget status reports are presented to the
Board of Directors. Additionally, the preparation of the following year's budget request provides
staff with a mid -year opportunity for a detailed evaluation of progress compared to the budget
plan of the current year. Internal performance reporting, and the preparation of the
Comprehensive Annual Financial Report (CAFR) also provide tools for managing and reporting
agency activities to the budget plan.
4/8/02, 12:09 PM 10
•
52
SCRRA FY 2002-03 Budget
•
2.2 Accounting Methodology
The Operating Budget has been developed based on a projection of earned revenue and incurred
expenses for that fiscal year. The Capital Budget is developed based on available revenues for
New Capital and Rehabilitation/Renovation projects during the coming fiscal year.
2.3 Budget Components
The Operating Budget is comprised of the following two major components:
• Operations — This portion of the Operating Budget includes expenses required to operate the
Metrolink system including train operations, maintenance of equipment, fuel, security,
utilities, transfer payments to other transit operators, revenue collection, payments to freight
railroads for dispatching, station maintenance, passenger services, general and administrative
expenses, professional services, and insurance.
• Maintenance -of -Way — This portion of the Operating Budget includes ordinary maintenance
of the rights -of -way owned by SCRRA member agencies. It involves routine inspection and
repair of track, signals, and structures.
The Capital Budget is comprised of the following two major components:
• Rehabilitation/Renovation projects — These are projects that extend the life of existing capital
assets such as replacement of worn ties and rail, replacement of outdated signal system
components, rehabilitation of tunnels and bridges, and the programmed replacement and
rehabilitation of the following rolling stock components: Car Door Operators; Wheel Trucks;
Heating/Ventilation/Air Conditioning (HVAC); Traction Motors; and Head End Power
Engine. The budget includes both ongoing and new projects for FY 2002-03.
• New Capital projects — These are capital projects that expand the system such as sidings,
double track, installation of new signal system components, and new rolling stock. The
budget includes new and ongoing projects. A listing of projects for which additional federal,
state and local funds are being sought is provided Appendix 6.6, but not included in the
budget at this time. If and when the funds are secured, the projects will be amended into the
budget.
2.4 Significant Changes In Budgeting Approach
Beginning in Fiscal Year 2002-03, the SCRRA standardized the practice of budgeting across the
four principal operating contract agreements. Train Operations, Maintenance of Equipment in
Operations, and Track and Structures Maintenance and Signal and Communications Maintenance
in the Maintenance of Way (MOW) budget. Anticipated service levels and requirements are
submitted to each contractor as part the budget's development. Contractors are then required, by
contract, to provide their proposed staffing and material requirements and associated budget
amounts. Fiscal Year 2002-03 is the first in which the MOW contractors are to provide detailed
4/8/02, 12:09 PM 11
53
SCRRA FY 2002-03 Budget
•
information by each of the territories for which the SCRRA and its members are responsible.
While this approach has moderated the growth in total costs, the resulting distributions to
individual lines varies from prior year averages. (Please see Section 3.8 — Maintenance of Way
Budget for further details)
Historically, SCRRA has expensed all material purchases upon receipt. As of June 30, 2001,
material receipts are recorded in inventory and expensed as issued to projects. For the purpose of
budgeting, the materials expensed when moving from inventory to a project are included in the
budget plan. Material costs in the inventory account are not budgeted, but are presented on the
financial statements as an asset.
2.5 Budget Assumptions
Operating Budget
In May 2002, the SCRRA initiated limited commuter operations on a seventh line, the 91 Line.
Total systemwide service levels assume 138 weekday trains operating on seven lines, and 32
weekend trains operating on two lines.
New service extensions on the Inland Empire/Orange County, Orange County, Antelope Valley,
and Ventura County lines, implemented in FY 2001-02 are annualized to continue through FY
2002-03. No new service additions are currently assumed in the Fiscal Year beginning July 1,
2002. A detailed listing of anticipated services is provided in Table 3.2.
Also included in the FY 2002-03 Budget is the proposed "Take the Next Train" program in
which the SCRRA and Amtrak have agreed to work together to allow passengers, on those lines
where complementary service exists, holding valid Metrolink or Amtrak tickets, to choose the
service provider most convenient to their travel needs.
SCRRA's philosophy for maintenance -of -equipment (MOE) and maintenance -of -way (MOW) is
to perform ordinary maintenance sufficient to prevent any loss of service quality and to budget
for Rehabilitation/Renovation at sufficient intervals to prevent the needed repairs/replacements
from overwhelming the Operating Budget.
Capital Budget
The SCRRA is responsible for the safety and performance of the railroad system and all that
travel upon it. Projects are selected based on the principle of minimizing and managing the risk
of failure among system components. New Capital projects included in the budget depend upon
the availability of local, state and federal funding. Rehabilitation/Renovation projects included in
the budget depend primarily upon the availability of funds from the five member agencies.
Selected projects have been prioritized to meet projected funding available and chosen from a
larger field SCRRA staff believe can be safely and responsibly deferred to future years.
4/8/02, 12:09 PM 12
54
SCRRA FY 2002-03 Budget
•
•
•
Revenues
Operating revenues include farebox, dispatching and maintenance -of -way revenues, interest,
other minor miscellaneous revenues, and local contributions from the member agencies.
Metrolink fares are assumed to increase 4% effective July 1, 2002, the third of three Board
approved adjustments to the base fare structure of the agency. Also assumed in FY 2002-03 is an
additional 1% incremental increase for the sole purpose of providing for increased operational
and infrastructure security in light of ongoingnational concerns. Average weekday ridership is
projected to total 34,050, an increase of 3% over the FY 2001-02 Budget. Total ridership,
including all weekend services, is expected to increase 4% from the FY 2001-02 Budget. The
basis of fare revenue calculations is the assumed revenue per rider, estimated on the basis of
current and prior years, projected by line, and dependent on the number of zones traveled by the
average rider and a mix of ticket types. The resulting Farebox Revenue is projected at $41.7
million or 10% over the FY 2001-02 Budget. The projected value of the 1% Security Increment
is $330 thousand. The projection of fare revenues includes the annual 25% reduction in the
December monthly pass price. The one -zone discounts for the Lancaster Station funded by the
LACMTA and for the Oceanside Station funded by OCTA are also assumed to continue for FY
2002-03.
Freight railroads and Amtrak Intercity services operating over territory owned by SCRRA
member agencies provide dispatching and maintenance -of -way revenues, based upon existing
agreements. Dispatching Revenues are estimated to increase to $2.8 million or 10% from the FY
2001-02 Budget. An additional $147,500 is estimated to be secured through the utilization of
sponsorship partnerships for SCRRA special trains, primarily the Holiday Toy Express.
Maintenance of Way revenues are estimated to increase to $8.3 million or 10% above the FY
2001-02 Budget. The increase is attributable to strong increases in freight traffic as well as the
indexing of agreements for increased costs.
Capital revenues consist of Federal, State and local agency funds as well as contributions from
third parties, namely freight railroads, in the form of direct grants and participation in specific
projects. Funding for the Capital Budget is provided by the following:
Federal Funds - $ 43.5 million
State Funds - 50.1 million
Member Agency Funds - 23.1 million
Third Party Participation - 1.1million
Other Local Funds - 2.2 million
Total $120.0 million
4/8/02, 12:09 PM
13
55
SCRRA FY 2002-03 Budget
Expenses
The major driving factors in projecting operating expenses are service levels and cost -of -living
increases ranging from 1% to 4% included in multi -year service contracts. In the FY 2002-03
proposed budget, increases result from the full year annualization of service improvements
implemented in January and May of 2002, increasing costs of Equipment Maintenance due to an
increase in fleet size of 24% and maintenance at outlying points, significant increases in the costs
of security services and insurance premiums resulting from attack on the United States of
September 11, 2001, and costs paid to freight railroads to operate on non-SCRRA Member
owned property. Staff costs are increasing due to 5 new (non -dispatching) positions, an assumed
4% merit increase, and an increase in fringe benefit costs due to rising Medical and Dental
premiums.
The FY 2002-03 Budget proposes that, beginning October 1, 2002, dispatching services for the
territory over which the agency operates and is responsible, will be staffed directly with SCRRA
personnel. This service has previously been provided by Amtrak under its operating contract.
2.6 Summary of the FY 2002-03 Budget
The FY 2002-03 combined Metrolink Budget is $218.6 million. The Operating Budget is $98.6
million and includes train operations at $78.6 million and maintenance -of -way at $20.0 million.
The Rehabilitation/Renovation Budget is $32.9 million and includes $10 million in previously
approved but uncompleted projects, and $22.9 million in new projects for FY 2002-03. The New
Capital Budget includes $87.2 million in approved projects. SCRRA is also seeking local, state
or federal funds for additional New Capital projects. These projects are not yet included in the
FY 2002-03 Budget. As funds become available, these projects will be amended into the budget.
2.7 Summary Total FY 2002-03 Budget Sources and Uses by Member Agency
Table 2.1 provides a summary of the FY 2002-03 Budget revenues and expenditures by member
agency. Revenues are separated into Local Funds for Operating and Capital; Other Operating
Revenues that include Farebox Revenue, Miscellaneous Operating Revenues (principally
Dispatching), and Maintenance -of -Way Revenues; and Other Capital Revenues which include
Interest on Lease Proceeds, Other Agency Local, State, Federal, Amtrak Intercity and freight
railroad funds. The expenditures are shown for the four categories of the Budget: Operating
Expenditures; Maintenance -of -Way; New Capital; and Rehabilitation/Renovation.
2.8 Summary of FY 2002-03 Revenues
Table 2.2 shows the projected revenues for the FY 2002-03 SCRRA Budget and compares these
with actual revenues for FY 2000-01 and the FY 2000-01 to FY 2001-02 Budgets.
• Actual farebox revenues have increased each year. FY 20002-^' a 10% increase over
the Adopted FY 2001-02 Budget, and a 8% increase over the current es.--ed actual.
4/8/02, 12:09 PM 14
56
"
T A B L E 2 . 1
F Y 2 0 0 2 - 0 3 B U D G E T S O U R C E S A N D U S E S B Y M E M B E R A G E N C Y
( $ 0 0 0 s )
0 0 . n n t n g B m d g e
L o c a l F u n d s F o r O p e r a t i n g
O p e r a t i o n s
M a i n t e n a n c e - o f - W a y
O t h e r O p e r a t i n g R e v e n u e s
F a r e b o x R e v e n u e
M i s c e l l a n e o u s O p e r a t i n g R e v e n u e s
M O W R e v e n u e s
T o t a l
0 -
S a a ; c e s i ��' o �� ��j e ��a f i T i "
O p e r a t i n g E x p e n d i t u r e s ( E x c l u d e s M O W )
M a i n t e n a n c e - o f - W a y
L o c a l F u n d s F o r C a p i t a l
N e w C a p i t a l
R e h a b i l i t a t i o n / R e n o v a t i o n
O t h e r C a p i t a l R e v e n u e s
I n t e r e s t o n L e a s e P r o c e e d s
O t h e r L o c a l F u n d s
S t a t e F u n d s
F e d e r a l f u n d s
A m t r a k F u n d s
U P R R F u n d s
i s 0 0 - c E . F $ c y c a e t a
6
P .
N e w C a p i t a l
R e h a b i l i t a t i o n / R e n o v a t i o n
. O T .
$ 4 5 , 9 0 3 . 2
3 4 , 1 4 3 . 7
1 1 , 7 5 9 . 5
$ 5 2 , 7 3 2 . 3
4 1 , 7 1 0 . 1
2 , 7 6 0 . 0
8 , 2 6 2 . 3
7 8 , 6 1 3 . 8
2 0 , 0 2 1 . 7
$ 2 3 , 0 8 1 . 0
8 , 3 5 3 . 4
1 4 , 7 2 7 . 6
8 9 6 , 9 1 9 . 5
1 , 0 0 0 . 0
0 . 0
5 0 , 0 9 6 . 8
4 3 , 5 4 5 . 6
1 , 1 8 9 . 0
1 , 0 8 8 . 1
4 6 . 5 %
3 4 . 6 %
1 1 . 9 %
5 3 . 5 %
4 2 . 3 %
2 . 8 %
8 . 4 %
7 9 . 7 %
2 0 . 3 %
1 9 . 2 %
7 . 0 %
1 2 . 3 %
8 0 . 8 %
0 . 8 %
4 1 . 7 %
3 6 . 3 %
1 . 0 %
0 . 9 %
"
$ 2 6 , 7 9 0 . 2
2 0 , 2 1 5 . 8
6 , 5 7 4 . 4
8 2 9 , 3 4 6 . 4
2 2 , 8 8 0 . 8
1 , 3 9 3 . 4
5 , 0 7 2 . 2
i 3
4 4 , 4 9 0 . 0
1 1 , 6 4 6 . 6
$ 1 9 , 4 1 8 . 8
6 , 9 5 9 . 9
1 2 , 4 5 8 . 9
$ 1 , 3 0 2 . 6
1 6 8 . 6
1 , 1 3 4 . 0
$ 7 , 9 7 1 . 4
5 , 1 5 3 . 2
2 , 8 1 8 . 1
$ 1 0 , 6 6 3 . 7
7 , 9 0 6 . 6
8 9 9 . 2
1 , 8 5 7 . 9
8 ; 6 3 5 ; 1 ; ;
1 3 , 9 5 9 . 0
4 , 6 7 6 . 1
$ 1 , 9 4 1 . 4
6 5 8 . 0
1 , 2 8 3 . 4
$ 1 9 , 0 3 9 . 1
1 3 , 9 0 5 . 6
5 , 1 3 3 . 5
$ 3 , 0 2 9 . 9
2 , 8 1 6 . 2
2 1 3 . 7
$ 3 , 1 3 4 . 6
3 , 1 0 5 . 9
2 8 . 7
0 . 0
5 , 9 5 0 . 8
2 1 3 . 7
$ 1 4 7 . 5
1 4 7 . 5
0 . 0
$ 8 5 2 . 5
8 5 2 . 5
0
8 7 , 1 4 2 . 9
3 2 , 8 5 7 . 7
7 2 . 6 %
2 7 . 4 %
$ 4 , 5 7 7 . 3
3 , 1 3 7 . 9
1 , 4 3 9 . 4
$ 7 , 6 0 5 . 5
6 , 6 2 8 . 5
8 0 . 8
8 9 6 . 2
1 2 ; 1 8 . : . : :
9 , 8 4 7 . 2
2 , 3 3 5 . 7
$ 1 , 5 0 2 . 6
5 1 7 . 3
9 8 5 . 4
$ 8 , 3 0 2 . 8
1 , 0 2 1 . 4
7 , 2 8 1 . 5
"
S Y s t g m w d e
$ 3 , 5 3 4 . 4
2 , 8 2 0 . 5
7 1 3 . 8
$ 1 , 9 8 2 . 1
1 , 1 8 8 . 3
3 5 7 . 9
4 3 5 . 9
4 , 3 6 6 . 7
1 , 1 4 9 . 8
$ 7 0 . 6
7 0 . 6
0 . 0
8 2 , 9 8 6 . 6
2 , 9 8 6 . 6
$ 6 4 , 4 3 6 . 0
1 , 0 0 0 . 0
3 5 , 0 0 1 . 3
2 6 , 1 5 7 . 6
1 , 1 8 9 . 0
1 , 0 8 8 . 1
8 , 2 6 2 . 5
1 2 , 4 5 8 . 9
1 4 , 5 6 3 . 6
6 , 4 1 6 . 8
1 4 7 . 5
8 5 2 . 5
4 , 8 7 8 . 6
4 , 9 2 6 . 8
l ' # ` . b t " i F r o j i : 4 $ 0 x _ p e i i ' . 0 i 4 i i t " o "
S u m m a r y C h a r t s " F Y 0 3 . x i s " S u m m a r y
4 1 5 1 2 0 0 2 , 3 : 5 8 P M
$ 6 3 6 i . . g
7 f ; 8 5 $ i p 1 ; $ 3 9 ; b 1 $ .
7 0 . 6
2 , 9 8 6 . 6
$ 5 9 , 2 1 9 . 9
5 , 2 1 6 . 0
TABLE 2 .2
COMPARISON OF REVENUES
($000s)
Operating R evenues
Farebox
Dispatching/Other
Maintenance -of -Way
Local Funds for Operating
S btotal
reel
erxf.qg tie. 'ven. ...... ...... .
f 4f iot R eerie es
$31,992.7
2,029.2
6,975.1
38,990.5
'%9'98'#1
ct3
$31,890.0
2,289.1
7,651 .2
33,750.3
$35,297.9
2,177.9
7,431.0
39,896.8
03.5
7h10(i=0
.. ;i�i�cflial'
$35,770.4
2,440.7 2,438.0
7,474 .1 7,523 .4
34 345 .5 43,896 .1
?:;x'•80 03 ,�
$41,710 .1
$2,760.0
8,262 .3
45,903 .2
'haigefori
Y r z i3iirigef
10 .30 %
13.21 %
9.82 %
4.57%
Capital R evenu es
State
$30,021 .7
$10,052.2
$28,763 .2
$16,958.3
$68,651 .5
$50,754.9
(26.07%)
Federal
36,750.0
23,516 .2
47,269 .5
6,484.2
43,753.2
30,221.5
(30.93%)
ProceedsInterest on Lease
1,562.0
1,413 .3
1,350 .0
924.5
1,000 .0
1,000 .0
0.00%
Union Pacific Railroad/BN SF
90.0
0.0
981 .2
1,007 .1
1,319.0
1,088.1
(17.51%)
Amtralc
949. 0
0.0
1,349.0
0 .0
941.0
941.0
0 .00%
Local Funds for Ca ital
26,894.9
21,405.7
25,822.8
12,366 .3
29,088.3_
35,995.1
23.74 %
.:
:;:;::::$5 38'i'�a
:.:.: ...:.:... • .. •:
.:::::::::$105. 35.1#
:;.:.:.:.:.:.:.::: . �. :.
:.:.: .: .:.:.:.:.:$��,7�0 .5
;;;:: 53,3
. ,.. .. ...... ..�3:44y�....
•:::120' 11013 $
::::•:::::..S
.. .� .. .
.:.: ..:. .........:17.1[3 ✓:I
... .4 . .
.:.:.. :.:. :.:,:.:•:.:• :. :.:.:...:.:.:.:� :• :::.:.:.. .:•:,:.. .:.:•:
S'litotalCa''it
p.
...
•2 '�t6
. .keu•� u
ii eve`•`
s"ii�'�
. ....
.. :�la
n
: .a
'' •'Z
!
f E
otal Rover µe
36 42,r
teweniiea as
a Perceito
Summary Charts-FY03.xls, 41412002, 2:52 PM
•
•
SCRRA FY 2002-03 Budget
• Dispatching/Other Revenues include fees for dispatching freight and Amtrak intercity trains
and is estimated to equal $2.7 million, an increase of 13% over the FY 2001-02 Budget.
• At the request of member agencies, Interest Income is traditionally not budgeted. These funds
are contingent on cash flow and are used to reduce local operating subsidies as part of the end
of the fiscal year member reconciliation.
Member agency contributions for ordinary maintenance are partially offset by revenues received
from the freight railroads and Amtrak Intercity. These revenue's rates were negotiated based on
the historical expenditures on maintenance -of -way by the freight railroads prior to the purchase
of these rights -of -way by the Member Agencies. However, due to the requirement of
maintaining a higher standard of quality passenger rail service, these revenues do not offset all
costs. MOW revenues total $8.3 million or 9% above the FY 2001-02 Budget.
Local funds from the five member agencies for the Operating Budget vary from year to year.
Local funds in FY 2000-01 were $34.3 million, increased to $43.9 million in the FY 2001-02
Budget, and are projected to be $45.9 million in the proposed FY 2002-03 Budget. This
represents a 5% increase over the FY 2001-02 Budget.
Revenues for New Capital and Rehabilitation/Renovation include state and federal grants,
interest on lease proceeds, and railroad and local funds_ Projects are included in the Budget
dependent upon the availability of these funds. The Capital Budget is 55% of the total FY 2002-
03 Budget.
Dependent upon the availability of state and federal funds (principally for capital), local revenues
as a percent of total revenues are estimated to be 32% of the FY 2002-03 Budget.
2.9 Summary of Operating and Capital Budgets by Expense Type
Table 2.3 provides a summary of projected expenditures for FY 2002-03 by summary expense
type. As shown in the table, expenditures have been segregated into eight primary expense types.
These are listed and described below:
• Labor - All SCRRA employee salaries, wages and fringe benefits.
• Purchased Transportation - Payments to the contract operators of commuter train operations
and maintenance -of -equipment. This category also includes Transfer Payments to other
operators, and the use of Emergency Bus Services.
• Services - Expenses for Operating Facilities Maintenance; Other Operating Train Services;
Security (Los Angeles County Sheriff and private guard services); Public Safety Program;
Ticket Vending Machine (TVM) Maintenance; Revenue Collection; Passenger Relations;
Marketing; Media & External Communications; Professional Services; and Non -Labor
Services.
• Utilities/Leases - Expenses for telephone and other utilities and leases and rentals for office
equipment; automobiles; facilities; rolling stock; maintenance -of -way equipment; and other
4/8/02, 12:09 PM 17
59
SCRRA FY 2002-03 Budget
TABLE 2.3
TOTAL AGENCY
EXPENDITURES BY EXPENSE TYPE
($000s)
Operating:Budget:(Ineiudirig:MOB'V):::::;::::::::�:=:�:Aetua�::::::�::
�:::: Budget....
.. • g. . i .•.�
- :. . . Budget :
.•.•.-.. . ..-.• � - • g• •.-.�..�. .-
Labor
$8,529.9
$9,618.5
$11,035.0
11.2%
Purchased Transportation
32,008.0
36,948.3
39,967.3
40.5%
Services
14,780.4
15,309.8
17,560.3
17.8%
Utilities/Leases
2,849.5
3,497.2
2,830.9
2.9%
Maintenance -of -Way
10,705.0
14,395.8
15,014.3
15.2%
Insurance & Liability
4,475.6
3,215.0
4,390.0
4.5%
Other Expenses
6,682.2
8,689.4
7,837.6
7.9%
�t_ :lit o:.-:. `:•:-0.40.n . . .:.:...t-::_::::.:.:_:::.: :_,.. _: .:3.,:_..$80.0 :7: >
k..-.otat.Op._...a._��tg.$.udg�........ ....•��,.. ...-.�8..,..3U ... . . . . .
= 91.74:4::.
- .$ . ,6 ..
<:=>-:$98,63S:S>:= ':::=::144;4°fe:=:::=::=:
..
Labor
Services
Utilities/Leases
Capital
Other Expenses
$1,360.5
576.4
100.1
31,913.2
179.2
$2,106.8
369.4
91.8
141,922.4
262.6
$2,181.7
439.6
159.3
116,969.6
250.6
1.8%
0.4%
0.1%
97.5%
0.2%
::1.6 00:9::::::::=:•100.D.�o....
�tilitotat:Capifa�:Budget::5::::>':�:�:�:=:= �:�_�>:�<':�>:$34,1 9:4::::,::.:_$1:A41�733:2::__:._::,$1... Q ,- -: .-.�. .-.�.-. •
-
'�v. a� SC�2�- �......�:�..-. •--:-.•.�.•.•:.�.�:......................
'�v. a� SC�2�- �......�:�..-. •--:-.•.�.•.•:.�.�:......................
-:�:-•::lY OO�OT:::::'
. A..:�a1.•:•:�:�:;•:•:•::
:::::::FY.. 1- . . . . . .
�udgQ1=:�:�:�:�
•42 -
�Z' . . . . . . . .
=:�:�:=:�Bi�cig��:�:�:-:-
�.� o ofPYQ2 . 03.:
. . . . . . . . . . . . . . . . . . . .
- dgge1.......:::::
Labor
$9,890.4
$11,725.4
$13,216.7
6.0%
Purchased Transportation
32,008.0
36,948.3
39,967.3
18.3%
Services
15,356.8
15,679.2
17,999.9
8.2%
Utilities/Leases
2,949.6
3,589.0
2,990:3
1.4%
Maintenance -of -Way
10,705.0
14,395.8
15,014.3
6.9%
Insurance & Liability
4,475.6
3,215.0
4,390.0
2.0%
Capital
31,913.2
141,922.4
116,969.6
53.5%
Other Expenses
6,861.4
8,952.0
8,088.2
3.7%
Total SCRRA :Bfidget:::::::::.:::`.?::::::.:=:::_:::=;:":' : ::
114;76Q:1.>: ;: >:$236,42'7 ...... 218;63(:4::` :::::
_::100Aaa:-:::::
4/4/2002 1:24 PM
Dept Budgets by Exp Type-FY03xis Exp Sum
•
60
SCRRA FY 2002-03 Budget
•
• leases and rentals.
• Maintenance -of -Way - Expenses for maintenance of track, signal & communications;
structures, extra -ordinary maintenance; maintenance -of -way equipment maintenance; and
other maintenance -of -way expenses.
• Insurance & Liability — Expenses for insurance premiums, claims and claims administration.
• Capital - Expenses for Rehabilitation/Renovation and New Capital projects.
• Other Expenses — Expenses for materials and supplies; taxes; miscellaneous expenses
including dues and subscriptions; travel, meetings, and conferences; training and seminars;
advertising; legal and meeting notices; postage and messenger; etc.
The majority of SCRRA expenditures are included in the Capital expense type, 54%, followed by
Purchased Transportation, 18%. Reflecting further that the SCRRA contracts out the
majority of the services included in the budget, Agency Labor, makes up 6%of the total budget
and 11% of the Operating Budget. Within the Operating Budget, Purchased Transportation
makes up 41%; Services make up 18%, Maintenance -of -Way is 15% of the total.
2.10 Summary of Operating and Capital Budgets by Department
Table 2.4 provides a summary of projected expenditures for FY 2002-03 by Department.
2.11 Summary of FY 2002-03 Authorized Positions
Table 2.5 provides a summary of the FY 2002-03 proposed positions by department and
compares with positions for FY 2000-01 and FY 2001-02. During FY 2001-02, the agency
reorganized the Passenger Services Division of the Operations Department in order to more
effectively oversee interaction with the SCRRA's customer. Included in this reorganization was
the assumption of ticket sales at Los Angeles Union Station, a service previously contracted to
Amtrak.
Beginning October 1, 2002, the Budget anticipates the assumption of the provision of dispatching
services previously contracted through the Amtrak contract. The inclusion of this function as a
direct operating component of the SCRRA (with its 26 positions) brings in-house a function
central to Metrolink's on -time performance and ensures an uninterrupted continuation of services
in the event future actions of the National Board of Amtrak would be detrimental to the interest
of the SCRRA.
In FY 2002-03, 31 new positions are proposed to bring total staffing to 207 Board authorized
positions. These new positions include the following:
Assistant Executive Officer - Administrative Assistant
Strategic Development &
Communications - Administrative Assistant
Geographic Information Systems Analyst
4/8/02, 12:09 PM 19
61
SCRRA FY 2002-03 Budget
TABLE 2.4
COMPARISON OF EXPENDITURES BY DEPARTMENT
($000s)
•
. Qpet4tink:$iid t: f iiiludiri :1V�O :=:.:::::::::..
L+Y:DQ.".OX:::::> 1I':01=U2::::::'::::F :0243:::=
el•ual:::::::s:=::=::Bnd
t::;:;:;::
_:::;::::B id:Ret:: ::x:02:
: 6an .e:fXott►::
Ditd et:
Executive
Support Services & Technology
Operations
Engineering & Construction
Equipment
Strategic Development & Comm
Finance
$1,738.5
11,427.5
27,771.5
14,888.2
18,360.2
2,666.9
3,177.9
$1,919.9
10,167.1
29,621.9
18,088.2
24,390.5
3,715.3
3,771.1
$2,109.1
13,092.7
32,436.6
18,026.1
24,737.9
3,903.8
4,329.3
10%
29%
10%
(0%)
1%
5%
15%
'o.i4tXpenses::::::::::::::::::;:::::::':::::::::::::::::::::::::::•::::::::$...80:03G7:.:.:
..$91.674 Q::::.:::::::$98;635:5:::::::::: :::•$°/a::::::::::•
::
Executive
Support Services & Technology
Operations
Engineering & Construction
Equipment
Strategic Development & Comm
Finance
$181.6
478.9
69.1
25,914.8
7,068.6
47.9
368.6
$189.5
938.6
0.0
104,614.6
33,628.3
47.1
5,334.9
$195.0
880.9
0.0
85,308.1
19,874.4
54.5
13,688.0
xpens s.............. ..
X34,X29.4.......$144;7S3i:=:::::::8:]241;000:9::::
.,0)..._.,..
:-;:•......GulaBu . g .t . . . . . . . . . . . . . . . . . . .
:::<::FY:00=0:1:-:::::::::Eli.:DY=Off::::::_::::
ctu0l.....
. . . . #udge
1 :O2=03:::::=
. a et:::::::
:
::+ har#ge::fraii►;:
1:1'X:02=$ud�et:
Executive
Support Services & Technology
Operations
Engineering & Construction
Equipment
Strategic Development & Comm
Finance
$1,920.1
11,906.4
27,840.6
40,802.9
25,428.7
2,714.8
3,546.5
$2,109.4
11,105.7
29,621.9
122,702.8
58,018.7
3,762.4
9,106.0
$2,304.1
13,973.6
32,436.6
103,334.3
44,612.3
3,958.2
18,017.3
9%
26%
10%
(16%)
(23%)
5%
98%
•• 1: ::::::: 0 :v.y::>::::: ».{$.o� >:•:::
.. .-. ..,...?�1 . . . 5..:.. -•_-•.•.•.:.:..: .::::........: ...: . �4,I6p.1.. .. $236 :7 :$2i
4/4120021:24 PM
Dept Budgets by Exp Type-FY03xls-Dept
62
"
T A B L E 2 . 5
S O U T H E R N C A L I F O R N I A R E G I O N A L R A I L A U T H O R I T Y
F Y 2 0 0 2 - 0 3 B U D G E T
C O M P A R I S O N O F P O S I T I O N S B Y D E P A R T M E N T
"
"
S C R R A F Y 2 0 0 2 - 0 3 B U D G E T
E x e c u t i v e
S u p p o r t S e r v i c e s a n d T e c h n o l o g y
O p e r a t i o n s
E n g i n e e r i n g & C o n s t r u c t i o n
E q u i p m e n t
S t r a t e g i c D e v e l o p m e n t a n d C o m m u n i c a t i o n s
F i n a n c e
6
7
0
7
��: 2 o a 2 = o :
1
F 1 ' 2 0 0 2 - 0 3
? r o p o s e d :
8
2 3
2 4
3 6
2 7
2 4
3 7
0
7
0
2 7
3 1
3 7
1
2 6
0
2 8
5 7
3 7
S u b t o t a l
7
1 7
2 3
7
1 8
2 4
0
0
0
7
1 8
2 4
0
2
1
7
2 0
2 5
1 3 7
1 4 4
7
1 5 1
3 1
1 8 2
A m b a s s a d o r s - F u l l T i m e
A m b a s s a d o r s - P a r t T i m e
7
2 5
6
2 5
- 3
- 3
x ' 7 5
3
2 2
0
0
3
2 2
1 7 6
* I n J u l y 2 0 0 1 , t h e P a s s e n g e r S e r v i c e s D i v i s i o n o f t h e O p e r a t i o n s D e p a r t m e n t u n d e r w e n t a r e o r g a n i z a t i o n t o m o r e e f f e c t i v e l y i n t e r a c t w i t h t h e a g e n c y ' s c u s t o m e r s .
T h e r e o r g a n i z a t i o n h a d t h e f o l l o w i n g e f f e c t s :
A c t i o n
P o s i t i o n
P o s i t i o n s I m p a c t
A d d
M a n a g e r , P a s s e n g e r S e r v i c e s
1
A d d
C u s t o m e r R e l a t i o n s , M a n a g e r
1
A d d
P a s s e n g e r S e r v i c e s , M a n a g e r
1
A d d
S t a t i o n C o o r d i n a t i o r
3
A d d
C u s t o m e r S e r v i c e R e p r e s e n t a t i v e s
5
D e l e t e
T r a n s p o r t a t i o n C o o r d i n a t o r s
- 2
D e l e t e
S e n i o r T r a n s p o r t a t i o n C o o r d i n a t o r
- 1
D e l e t e
R a i l O p e r a t i o n s P l a n n e r
- 1
D e l e t e
A m b a s s a d o r s - F u l l T i m e
- 3
D e l e t e
A b a s s a d o r s - P a r t T i m e
- 3
T o t a l
1
2 0 . 7
O 0 L A B O R v l . x l s ; 4 / 8 / 0 1 ;
SCRRA FY 2002-03 Budget
Executive - Administrative Assistant
Finance - Administrative Assistant
Operations - Manager, Dispatching Operations
Dispatching Operations Supervisors (6)
Train Dispatchers (18)
Administrative Assistant
In FY 2000-01, the SCRRA completed an exhaustive study of the administrative needs of the
organization given the changes in both the administrative structure of the agency, as well as the
physical location requirements. A number of internal changes were made in line with this study
as part of the Fiscal Year's 2000-01 and 2001-02 budgets, including the addition of some
recommended positions. In December of 2001, a follow up assessment was conducted to
determine the adequacy and efficiency of previous changes. The Administrative Assistant
positions requested above represent positions identified in the 2000-01 study, but never budgeted
and are consistent with the recommendation of the follow up assessment.
The position of Geographic Information Systems Analyst is proposed to provide necessary
support to both Operational personnel and the provision of increased Market Research data. This
position will have the capacity to integrate a variety of sources, both external and internal,
including the agency's Universal Customer Care Database (UCCDB), into an extensive spatial
representation model to provide far greater analytical capability to the agency's ability to target
market, work jointly with regional transit operators, and identify future potential demand centers
in the Southern California region.
4/8/02, 12.09 PM 22
64
"
"
S C R R A F Y 2 0 0 2 - 0 3 B u d g e t
S E C T I O N 3
S C O U T H E R N C A L I F O R N I A R E G I O N A L
R A I L A U T H O R I T Y
O P E R A T I N G B U D G E T
4 / 8 / 0 2 , 1 2 : 0 9 P M 2 3
6 5
SCRRA FY 2002-03 Budget
•
4/8/02, 12:09 PM 24
66
SCRRA FY 2002-03 Budget
•
3.0 OPERATING BUDGET
3.1 Performance Data
Figures 3.1 through 3.4 provide a summary of the FY 2002-03 performance data as projected in
the Budget and compared with historical data since 1992. The budget illustrates the continuing
growth and efficiency of Metrolink operations. As shown in Figures 3.1 and 3.2, both operating
expenses and train -miles have increased, but prior to FY 2002-03, operating expenses have
increased at a significantly lower rate. Fare revenues have increased with ridership, and
maintenance -of -way and dispatching revenues continue to remain strong.
Several factors contribute to moderate the increase in member agency subsidy requirements for
FY 2002-03 as compared with the Budget for FY 2001-02:
Factors tending to increase member agency subsidies:
• Train operating expenses are projected to increase 9%
Total Revenue Miles operated is expected to climb 10%
• Average Weekday Ridership is projected to increase 3% and Total Ridership by 4%
• Significant increases in payments to Freight Railroads due to increased service on rights -of
way owed by the Burlington Northern Santa Fe Railway.
• Combined increases in the costs of Operating and Property Insurance premiums of 38%
Factors tending to moderate member agency subsidies:
• Farebox Revenues are projected to increase 10%
• Maintenance -of -Way Revenues are projected to increase by 10%
• Maintenance of Way expenses are increased 2%
• Fuel costs are expected to decline 14%
Figures 3.3 and 3.4 provide various operating statistics. Revenue recovery is calculated as the
ratio of total operating revenues over total expenses less rolling stock lease and maintenance -of -
way extra -ordinary maintenance.2 Since FY 1996-97 the revenue recovery index has been over
50% and is projected at almost 54% for FY 2002-03. In past years, final actual revenue recovery
ratios have generally been higher than the budget projection due to contingencies included in the
annual budgets as well as interest received on fares and other funds received in advance for
operations and capital projects.
Farebox revenues are estimated to cover 46% of total operating expenses for FY 2002-03.
Operating expense per train -mile is calculated net of extra -ordinary maintenance and is projected
to be $47.24 in FY 2002-03 a decline from $48.48 in the Fiscal Year 2001-02 Budget.
2 Extra -ordinary maintenance covers damages due to vandalism, crossing gate accidents, deraihnents, fires, storm
damage and other expenses as required. In years without unusual rainfall or train accidents, $500,000 has been a
reasonable estimate, and this is the level proposed for FY 2002-03. In other years, such as has been experienced in
FY 1997-98 with the El Niiio storms, the total can easily exceed $3,500,000.
4/8/02, 12:09 PM 25
67
FIGURE 3.1
SOUTHERN CALIFORNIA REGIONAL RAIL AUTHORITY
ANNUAL OPERATING DATA - FY 92-93 TO FY 02-03
OPERATING EXPENSE ($Millions)
$110 -
$90 -
$70 -
$50 -
$30
$10
FY 92-93
FY 93-94
FY 94-95
FY 95-96
FY 96-97
FY 97-98
FY 98-99
FY 99-00
FY 00-01
FY 01-02
FY 02-03
$18.86
$45.31
$57.88
$64.4
$68.4
$73.7
$77.9
$75.1
$80.0
$91.7
$98.6
REVENUES ($Millions)
$60
$50 -
$40 -
$30 -
$20 -
$10
$-
FY 92-93
FY 93-94
FY 94-95
FY 95-96
FY 96-97
FY 97-98
FY 98-99
FY 99-00
FY 00-01
FY 01-02
FY 02-03
$3.5
$15.4
$23.3
$30.7
$37.7
$38.0
$39.1
$41.8
$44.9
$47.8
$52.7
OPERATING SUBSIDY ($Millions)
$50
$40 -
$30 -
$20
$10
FY 92-93
FY 93-94
FY 94-95
FY 95-96
FY 96-97
FY 97-98
FY 98-99
FY 99-00
FY 00-01
FY 01-02
FY 02-03
$15.7
$28.4
$34.1
$33.6
$30.7
$35.67
$37.64
$33.26
$34.35
$43.90
$45.90
Actuats to FY 00-01, Budget for FY 01-02 and FY 02-03
•
4/4/2002
Charts03.xls C3.1
68
"
"
F I G U R E 3 . 2
S O U T H E R N C A L I F O R N I A R E G I O N A L R A I L A U T H O R I T Y
A N N U A L O P E R A T I N G D A T A - F Y 9 2 - 9 3 T O F Y 0 2 - 0 3
2 , 5 0 0
2 , 0 0 0
1 , 5 0 0
1 , 0 0 0 -
5 0 0 -
T R A I N M I L E S ( T h o u s a n d s )
F Y 9 2 - 9 3 1 F Y 9 3 - 9 4
F Y 9 4 - 9 5
F Y 9 5 - 9 6
F Y 9 6 - 9 7
F Y 9 7 - 9 8
F Y 9 8 - 9 9
F Y 9 9 - 0 0
F Y 0 0 - 0 1
F Y 0 1 - 0 2
F Y 0 2 - 0 3
2 1 1 . 8 7 0 8 . 0
9 7 8 . 5 l I
1 , 1 5 5 . 8
1 , 2 9 5 . 8
1 , 4 0 5 . 9
1 6 1 1 . 1
1 , 7 5 7 . 2
1 , 7 9 2 . 3 1
1 , 8 9 0 . 9
2 , 0 8 8 . 1
F A R E S ( $ M i l l i o n s )
$ 5 0
$ 4 0 -
$ 3 0
$ 2 0 -
$ 1 0
$
F Y 9 2 - 9 3
F Y 9 3 - 9 4
F Y 9 4 - 9 5
F Y 9 5 - 9 6
F Y 9 6 - 9 7
F Y 9 7 - 9 8
F Y 9 8 - 9 9
F Y 9 9 - 0 0
F Y 0 0 - 0 1
F Y 0 1 - 0 2
F Y 0 2 - 0 3
$ 2 . 6
$ 1 1 . 7
$ 1 7 . 2
$ 2 1 . 8
$ 2 4 . 5
$ 2 7 . 1
$ 2 9 . 1
$ 3 1 . 9
$ 3 5 . 3
$ 3 7 . 8
$ 4 1 . 7
4 0 , 0 0 0
A V E R A G E W E E K D A Y R I D E R S H I P
3 0 , 0 0 0
2 0 , 0 0 0 -
1 0 , 0 0 0 -
F Y
F Y
F Y
6
[ F 2 1 , 2 0 7 Y
Y
F 2 1 , 7 0 4 7 1 2 5 9
F 2 6 , 8 5 Y
F Y
F 3 1 Y
F Y
F Y 0 2 - 0 3
b , 3 9 9 2
2 8 5 6 4
1 7 , 2 6 9 5
0 0 8 1 6 8 5 9 9
2 7 9 0 4 9 0 5 x 9 1
3 3 , 1 5 9 0 1 2
3 4 0 5 0
A c t u a l s t o F Y 0 0 - 0 1 , B u d g e t f o r F Y 0 1 - 0 2 a n d F Y 0 2 - 0 3
4 / 4 / 2 0 0 2
C h a r t s 0 3 . x t s C 3 . 2
6 9
FIGURE 3.3
SOUTHERN CALIFORNIA REGIONAL RAIL AUTHORITY
ANNUAL OPERATING DATA - FY 92-93 TO FY 02-03
REVENUE RECOVERY
70%
60% -
4
50% -
40% -
30% -
20% -
10%
FY 92-93
FY 93-94
FY 94-95
FY 95-96
FY 96-97
FY 97-98
FY 98-99
FY 99-00
FY 00-01
FY 01-02
FY 02-03
16.8%
37.3%
41.7%
48.0%
55.7%
54-1%
51.6%
56.2%
57.6%
52.7%
53.7%
FAREBOX RECOVERY
60%
50%
40% -
30%
20% -
10%
FY 92-93
FY 93-94
FY 94-95
FY 95-96
FY 96-97
FY 97-98
FY 98-99
FY 99-00
FY 00-01
FY 01-02
FY 02-03
14.4%
26.0%
33.4%
38.0%
42.1%
43.5%
41.4%
47.7%
49.8%
45.2%
46.4%
OPERATING EXPENSE !TRAIN MILE
$100
$75
$50
$25
•
FY 92-93
FY 93-94
FY 94-95
FY 95-96
FY 96-97
FY 97-98
FY 98-99
FY 99-00
FY 00-01
FY 01-02
FY 02-03
$89.05
$64.00
$58.63
$55.27
$52.41
$50.01
$48.40
$42.45
$44.37
$48.22
$47.24
Actuals to FY 00-01, Budget for FY 01-02 and FY 02-03
Revenue Recovery = Operating Revenues/Operating Expenses Net of Rolling Stock Lease Payments & Extra -Ordinary Maintenance
Farebox Recovery = Farebox Revenue/Operating Expenses Net of MOW Revenues, Rolling Stock Lease & Extra -Ordinary Maintenance
4/4/2002
Charts03.xls C3.3
70
"
F I G U R E 3 . 4
S O U T H E R N C A L I F O R N I A R E G I O N A L R A I L A U T H O R I T Y
A N N U A L O P E R A T I N G D A T A - F Y 9 2 - 9 3 T O F Y 0 2 - 0 3
O P E R A T I N G E X P E N S E / P A S S E N G E R - M I L E
$ 1 . 0
$ 0 . 8 -
$ 0 . 6 -
$ 0 . 4 -
$ 0 . 2
$ -
F Y 9 2 - 9 3
F Y 9 3 - 9 4
F Y 9 4 - 9 5
F Y 9 5 - 9 6
F Y 9 6 - 9 7
F Y 9 7 - 9 8
F Y 9 8 - 9 9
F Y 9 9 - 0 0
F Y 0 0 - 0 1
F Y 0 1 - 0 2
F Y 0 2 - 0 3
$ 0 . 7 1
$ 0 . 4 1
$ 0 . 3 7
$ 0 . 3 3
$ 0 . 3 4
$ 0 . 3 2
$ 0 . 3 2
$ 0 . 2 9 _ _
$ 0 . 2 6
$ 0 . 2 9
$ 0 . 2 9
$ 2 0
O P E R A T I N G S U B S I D Y / R I D E R
$ 1 5
$ 1 0 -
$ 5
F Y 9 2 - 9 3
F Y 9 3 - 9 4
F Y 9 4 - 9 5
F Y 9 5 - 9 6
F Y 9 6 - 9 7
F Y 9 7 - 9 8
F Y 9 8 - 9 9
F Y 9 9 - 0 0
F Y 0 0 - 0 1
F Y 0 1 - 0 2
F Y 0 2 - 0 3
$ 1 6 . 7 0
$ 8 . 6 3
$ 7 . 7 5
$ 6 . 1 8
$ 5 . 5 5
$ 5 . 6 6
$ 5 . 5 9
$ 4 . 7 5
$ 4 . 1 6
$ 5 . 0 4
$ 5 . 0 8
$ 1 . 0
O P E R A T I N G S U B S I D Y / P A S S E N G E R - M I L E
$ 0 . 8
$ 0 . 6
$ 0 . 4 -
$ 0 . 2 -
,
$ -
F Y 9 2 - 9 3
F Y 9 3 - 9 4
F Y 9 4 - 9 5
F Y 9 5 - 9 6
F Y 9 6 - 9 7
F Y 9 7 - 9 8
F Y 9 8 - 9 9
F Y 9 9 - 0 0
F Y 0 0 - 0 1
F Y 0 1 - 0 2
F Y 0 2 - 0 3
$ 0 . 5 9
$ 0 . 2 6
$ 0 . 2 2
$ 0 . 1 7
$ 0 . 1 5
$ 0 . 1 6
$ 0 . 1 5
$ 0 . 1 3
$ 0 . 1 1
$ 0 . 1 4
$ 0 . 1 4
A c t u a l s t o F Y 0 0 - 0 1 , B u d g e t f o r F Y 0 1 - 0 2 a n d F Y 0 2 - 0 3
4 / 4 / 2 0 0 2
C h a r t s 0 3 . x l s C 3 . 4 7 1
SCRRA FY 2002-03 Budget
•
Operating expense per passenger -mile has fluctuated between $0.30 and $0.34 since FY 1995-96
and is projected to be $0.29 in FY 2002-03. Operating subsidy per rider has decreased as the
system matured, and the projection for FY 2002-03 is $5.08. As Metrolink trips are relatively
lengthy, a better indication of the efficiency of the system is operating subsidy per passenger -
mile. This index is projected to remain unchanged at $0.14, which is very competitive with other
transit properties in the region.
3.2 Summary of FY 2000-01 Statistics by Line
Table 3.1 provides the estimated operating statistics by line for FY 2002-03 and the calculation
of various performance ratios. Revenues and expenses are allocated to lines using formulae
described in detail in Sections 6.1 through 6.4.
Average trip length for FY 2002-03 is projected at 36.2 miles, consistent with the method used
for National Transit Database (formally Section 15) reporting. Dependent on ridership and
revenues received for each line, operating statistics vary considerably. The Orange County, San
Bernardino, and IEOC Lines have the highest revenue recovery and most favorable cost-
effectiveness and service efficiency indices as these lines have the highest ridership per train and
train -mile. The Ventura County and Antelope Valley lines have the lowest revenue recovery and
least favorable cost-effectiveness indices as these lines have lower ridership per train and the
corresponding highest operating costs and subsidy per train -mile.
3.3 Components Of The Operating Budget
The two components of the Operating Budget - Operations and Maintenance -of -Way, have
multiple sub -components of both expenses and revenues, which are provided to permit allocation
to line and to member agencies.
• Operations — This portion of the Operating Budget includes expenses required to operate the
Metrolink system including train operations, maintenance of equipment, fuel, security,
utilities, transfer payments to other transit operators, revenue collection, payments to freight
railroads for dispatching, station maintenance, passenger services, general and administrative
expenses, professional services, and insurance.
• Maintenance -of -Way — This portion of the Operating Budget represents ordinary maintenance
of the rights -of -way owned by SCRRA member agencies, and includes routine inspection of
track, signals, structures and repairs as needed.
3.4 Operating Budget Assumptions
Service - The FY 2002-03 Budget assumes the operation of 138 daily trains on seven lines and
32 weekend trains on two lines. Total Revenue Train Miles are expected to increase
approximately 10% over the FY 2001-02 Budget.
Effective January 2002, the agency added additional off peak services on the Ventura County and
•
•
4/8/02, 12:09 PM 26
72
"
T A B L E 3 . 1
O P E R A T I N G S T A T I S T I C S
"
: : : : : : : : : : : : . : . : : : . : . : : : " : . : . : . . . , . . . : . : . : . ; . . . �� . : . " . " . . . , . . . . . ��: ��: . ; . . . : ��: . : . : " : , : ��: ��: . " : " : ��: " : " : ��: " : " : ��: " : ��: , : . ; . . . . . . . . . . . . . . . . .
" . " . " . . . . . . . . . : " : " . " : . : . . . : . : . : . " . , . . , . , . , . . " , . : " : . . : . : : " : " : : ��: . " . . . : . : . . . . . . . . " , " . . : : " : " : : , : . " . . . . . , . , . , . , . . . . ; . , . : . ; . . . ; . ; . : . . . . . . . . . . . . : . : : . ; . : . . . . . . . . . . . " . " i ? . . . . . . : . : . ; . : . : . : . ; . : . : . " . . . " . . . " . . , . . . , . , . . : : . : , : , : . . : . . " . O r a n
" S a n . . . . . . . " , " , # e a t
r " . : ; :
t l . �� . . . .
; ; : : ;
m e b b : . : . :
��. " : . . . . . . . , . , . ; . : . : . : . . : , : . ; . ; . ; . ; . : . : . " . " . ��. . . ��. . ��: ��: . . .
: " : . : ,
. . , , , . . , z t t a o t F > ��
. . ; . ; . . �� . ��. ��. . " . : : : ��: ��: ��: ��: : : ��. , . , . , . , . , . ; . ;
r e . . ��. , ,
. . . " . " : " : : : : . " . " . . . . . , . . , . , . : " . . . . . . . : :
. . . . . . . ��.
n n ; ;
�� . ; . ; . ; . ; . : . ; . ;
; ; f y . . :
: V a l l e
�� ��; : �� ��, :
: : ' B u r h a n k : : : ;
: ; . ; : ��: ������: ������
: . : : : : R i v e r s d e
: : . . : : , : : : : :
" ' ' . . . . . .
C C o .
��, . ; . . .
: �� ; : ��i ' i " i i i i i i
; ` : �� . ; : : " . : : : ' ' : . ' : :
. . . . . . . . . . : . . . . . . : . . , . . . . : . . . . . . . : . . . . . . . . . . . : : : : : . : �� . : : .
q e : ; . . . , . , . ; . : . ;
; . i , r n e : ; : : E : L i n e ; : ; : i : . : ? : ! : ; : ; F u r h & : ; : ;
. : , : . ;
p : : : ��: : : ; : L t s t e : ��: ��: : i ; i
E : E ; i ; i ; : : i ��f t l e ` ; : ; : : ! : : : : : ; E : : E i ; i t i e : : : : : i : : : : : : ; : : : : : " L i h e l : ; : ; a : :
: : : : : : :
. . , . . . . . . . . . .
; : : I : : : : ��
. . . . . . . d e l , . . . , . . .
O P E R A T I N G S T A T I S T I C S :
T r a i n T r i p s - F Y 0 2 - 0 3 B u d g e t
P a s s e n g e r B o a r d i n g - F Y 0 2 - 0 3 B u d g e t
C h a n g e - F Y 0 2 E s t i m a t e d A c t u a l s t o F Y 0 3
5 4
2 , 8 3 2 , 6 5 0
2 0
8 5 7 , 1 7 7
3 2
1 , 5 9 5 , 7 5 0
1 2
-
1 2
1 , 1 7 3 , 0 0 0
1 9
1 , 5 6 5 , 3 9 7
1 2
8 1 6 , 0 0 0
9
2 0 4 , 0 0 0
1 7 0
9 , 0 4 3 , 9 7 4
P r o p o s e d
% C h a n g e - F Y 0 2 A d o p t e d B u d g e t t o F Y 0 3 P r o p o s e d
T r a i n M i l e s - F Y 0 2 - 0 3 B u d g e t
% C h a n g e - F Y 0 2 E s t i m a t e d A c t u a l s t o F Y 0 3 P r o p o s e d
C h a n g e " F Y 0 2 A d o p t e d B u d g e t t o F Y 0 3 P r o p o s e d
P a s s e n g e r M i l e s - F Y 0 2 - 0 3 B u d g e t
A v e r a g e W e e k d a y R i d e r s h i p
A v e r a g e T r i p L e n g t h ( M i l e s )
F I N A N C I A L , ( $ = 0 0 0 ) :
1 , 9 %
4 . 6 %
5 1 0 , 6 4 6
0 . 8 %
3 . 3 %
1 0 2 , 2 6 6 , 3 5 7
1 0 , 1 5 0
3 6 . 9
0 , 5 %
( 1 9 . 5 % )
2 4 0 , 2 1 0
6 , 3 %
4 . 0 %
2 4 , 8 5 8 , 1 3 3
3 , 3 6 1
2 9 . 0
4 . 8 %
1 5 . 3 %
4 3 9 , 5 6 0
1 8 . 9 %
2 4 . 4 %
5 9 , 7 6 1 , 9 0 7
5 , 8 5 0
3 8 . 1
-
-
3 8 , 3 5 2 . 0
0 , 4 %
0 . 9 %
-
-
-
( 3 , 4 % )
4 . 2 %
1 7 9 , 6 2 2
( 3 , 3 % )
( 5 , 9 % )
4 8 , 5 1 9 , 6 3 1
4 , 6 0 0
4 0 . 2
5 , 2 %
0 . 1 %
3 3 4 , 6 3 7
6 . 2 %
3 . 5 %
6 0 , 3 5 3 , 4 0 0
6 , 1 3 9
3 8 . 8
5 , 6 %
0 . 7 %
2 0 3 , 9 7 5
1 1 , 2 %
( 4 . 2 % )
3 4 , 4 3 5 , 2 0 0
3 , 2 0 0
4 2 . 2
3 5 1 , 2 %
3 5 1 . 2 %
1 4 1 , 1 4 3
1 2 9 . 0 %
1 9 8 , 8 %
7 , 1 4 0 , 0 0 0
8 0 0
3 5 . 0
4 , 2 %
3 . 8 %
2 , 0 8 8 , 1 4 3
1 0 . 7 %
1 0 . 4 %
3 3 7 , 3 3 4 , 6 2 8
3 4 , 1 0 0
3 6 . 2
O p e r a t i n g C o s t ( w / M O W ) F Y 0 2 - 0 3 B u d g e t ( 1 )
C h a n g e - F Y 0 2 E s t i m a t e d A c t u a l s t o F Y 0 3 P r o p o s e d
% C h a n g e - F Y 0 2 A d o p t e d B u d g e t t o F Y 0 3 P r o p o s e d
O p e r a t i n g C o s t ( w / o M O W E x t r a - O r d i n a r y M a i n t e n a n c e )
O p e r a t i n g C o s t ( w / o M O W ) - F Y 0 2 - 0 3
S u b s i d y ( w / M O W ) - F Y 0 2 - 0 3
C h a n g e - F Y 0 2 E s t i m a t e d A c t u a l s t o F Y 0 3 P r o p o s e d
% C h a n g e " F Y 0 2 A d o p t e d B u d g e t t o F Y 0 3 P r o p o s e d
F a r e b o x R e v e n u e - F Y 0 2 - 0 3
% C h a n g e - F Y 0 2 E s t i m a t e d A c t u a l s t o F Y 0 3 P r o p o s e d
% C h a n g e - F Y 0 2 A d o p t e d B u d g e t t o F Y 0 3 P r o p o s e d
O t h e r R e v e n u e s - F Y 0 2 - 0 3 ( 2 )
A v e r a g e F a r e P e r P a s s e n g e r - F Y 0 2 - 0 3
2 O S T / S E R V I C E E F F I C I E N C Y - F Y 0 2 - 0 3
5 2 4 , 1 5 8 . 9
9 . 5 %
2 . 9 %
$ 2 4 , 0 3 4 . 4
$ 1 8 , 5 1 1 . 1
5 8 , 1 2 8 . 1
1 6 . 4 %
( 1 1 1 . 2 % )
1 3 , 4 4 4 . 1
4 , 4 %
9 . 8 %
2 , 5 8 6 . 7
5 4 . 7 5
5 1 4 , 6 3 1 . 5
1 4 . 1 %
6 . 4 %
5 1 4 , 5 3 8 . 2
5 1 1 , 1 9 6 . 5
5 8 , 9 8 8 . 7
2 4 . 3 %
1 3 . 9 %
3 , 5 4 2 . 5
( 6 . S ' t )
( 1 2 . 9 % )
2 , 1 0 0 . 3
$ 4 . 1 3
5 2 1 , 1 8 3 . 3
1 3 . 0 %
5 3 %
5 2 1 , 0 5 2 . 0
5 1 5 , 9 7 0 . 0
5 1 2 , 3 0 9 . 7
1 4 . 7 %
( 1 . 1 % )
6 , 3 4 4 . 8
1 5 , 9 %
2 3 . 5 %
2 , 5 2 8 . 8
5 3 . 9 8
$ 0 . 0
5 0 . 0
5 0 . 0
-
-
-
-
5 0 . 0 0
5 1 0 , 8 3 6 . 9
1 0 . 7 %
3 . 8 %
$ 1 0 , 8 1 8 . 4
5 1 0 , 4 1 0 . 4
5 4 , 7 4 3 . 5
2 6 , 0 %
1 , 1 %
5 , 8 5 2 . 7
1 . 2 %
6 3 %
2 4 0 . 6
5 4 . 9 9
5 1 7 , 9 6 5 . 7
1 8 3 %
1 1 . 8 %
5 1 7 , 8 6 2 . 4
$ 1 3 , 5 3 3 . 6
$ 7 , 1 0 0 . 4
3 1 . 9 %
1 6 . 7 %
7 , 6 5 2 . 7
9 , 6 %
6 . 9 %
3 , 2 1 2 . 7
$ 4 . 8 9
5 7 , 9 6 2 . 9
1 5 , 8 %
8 . 5 %
$ 7 , 9 3 6 . 7
$ 7 , 2 1 0 . 9
5 3 , 6 9 3 . 1
2 3 . 1 %
9 . 7 %
3 , 9 4 8 . 0
1 1 . 2 %
8 . 3 %
3 2 1 . 8
$ 4 . 8 4
5 1 , 8 9 6 . 2
1 4 4 , 6 %
3 0 8 . 1 %
$ 1 , 8 9 3 . 3
$ 1 , 7 8 1 . 2
$ 9 3 9 . 7
3 5 . 7 %
1 5 1 , 9 %
9 2 5 . 3
1 , 7 5 0 . 6 %
1 , 4 8 1 . 7 %
3 1 . 3
5 4 . 5 4
5 9 8 , 6 3 5 . 5
1 4 . 2 %
7 . 6 %
5 9 8 , 1 3 5 . 5
5 7 8 , 6 1 3 . 8
5 4 5 , 9 0 3 . 2
2 1 . 2 %
4 , 6 %
4 1 , 7 1 0 , 1
8 . 3 %
1 0 , 3 %
1 1 , 0 2 2 . 2
5 4 . 6 1
O p C o s t / P a s s e n g e r ( w / o M O W E x t r a - O r d i n a r y M a i n t e n a n c e )
O p C o s t / P a s s e n g e r M i l e ( w / o M O W E x t r a - O r d i n a r y M a i n t )
S u b s i d y / P a s s e n g e r
S u b s i d y / P a s s e n g e r M i l e
O p C o s t / T r a i n M i l e
O p C o s t / T r a i n M i l e ( w / o M O W )
S u b s i d y / T r a i n M i l e
F a r e b o x R e c o v e r y ( 3 )
R e v e n u e R e c o v e r y ( 4 )
$ 8 . 4 8
$ 0 . 2 4
5 2 . 8 7
5 0 . 0 8
$ 4 7 . 3 1
$ 3 6 . 2 5
5 1 5 . 9 2
6 2 . 1 %
6 6 , 7 %
$ 1 6 . 9 6
5 0 . 5 8
$ 1 0 . 4 9
5 0 . 3 6
$ 6 0 . 9 1
$ 4 6 . 6 1
$ 3 7 . 4 2
2 7 . 0 %
3 8 . 8 %
$ 1 3 . 1 9
5 0 . 3 5
$ 7 . 7 1
$ 0 , 2 1
5 4 8 . 1 9
5 3 6 . 3 3
5 2 8 . 0 0
3 3 . 5 %
4 2 . 2 %
-
-
-
-
-
-
-
$ 9 . 2 2
5 0 . 2 2
5 4 . 0 4
5 0 . 1 0
5 6 0 . 3 3
$ 5 7 . 9 6
$ 2 6 . 4 1
5 4 . 8 %
5 6 , 3 %
5 1 1 . 4 1
5 0 . 3 0
$ 4 , 5 4
$ 0 . 1 2
5 5 3 . 6 9
$ 4 0 . 4 4
5 2 1 . 2 2
4 8 . 0 %
6 0 . 8 %
5 9 . 7 3
$ 0 . 2 3
$ 4 . 5 3
$ 0 . 1 1
5 3 9 . 0 4
5 3 5 . 3 5
$ 1 8 . 1 1
5 1 . 4 %
5 3 . 8 %
5 9 . 2 8
5 0 . 2 7
5 4 . 6 1
5 0 . 1 3
$ 1 3 . 4 3
$ 1 2 . 6 2
5 6 . 6 6
4 9 . 7 %
5 0 , 5 %
$ 1 0 . 8 5
$ 0 . 2 9
5 5 . 0 8
5 0 . 1 4
$ 4 7 . 2 4
$ 3 7 . 6 5
5 2 1 . 9 8
4 6 , 4 %
5 3 . 7 %
N o t e s :
( I ) C o s t s i n c l u d e a l l e x p e n s e s f o r M e t r o l i n k a n d M O W o n o p e r a t i n g a n d n o n - o p e r a t i n g l i n e s .
( 2 ) O t h e r r e v e n u e s i n c l u d e d i s p a t c h i n g f e e s a n d M O W r e v e n u e s f r o m f r e i g h t a n d A m t r a k d u e t o i n d i v i d u a l m e m b e r a g e n c i e s .
( 3 ) F a r e b o x r e c o v e r y i s t h e r a t i o o f f a r e b o x r e v e n u e t o t o t a l e x p e n s e s n e t o f m a i n t e n a n c e - o f - w a y r e v e n u e s , r o l l i n g s t o c k l e a s e p a y m e n t s a n d e x t r a - o r d i n a r y m a i n t e n a n c e .
( 4 ) R e v e n u e r e c o v e r y i s t h e r a t i o o f o p e r a t i n g r e v e n u e s t o o p e r a t i n g e x p e n s e s n e t o f r o l l i n g s t o c k l e a s e p a y m e n t s a n d e x t r a - o r d i n a r y m a i n t e n a n c e .
A n n u a l S l a 1 s 0 3 . x l s S u m m a r y 4 / 6 / 2 0 0 2 8 : 5 5 A M
SCRRA FY 2002-03 Budget
•
Antelope Valley Lines. In May of 2002, new peak and off peak round trip service was added to
the new 91 Line. Further, extensions on the Antelope Valley, Orange County and Inland
Empire/Orange County Lines provide additional options to Metrolink riders to extend their trips
to the terminal point of each line. Saturday service on the Riverside Line was terminated in
response to poor ridership. This operating scenario fully utilizes the existing equipment, and any
additional changes to services will primarily involve capacity improvements to individual train
sets as newly arrived cars are cycled into scheduled rotations and existing consists.
A new program to be implemented in FY 2002-03 is the "Take the Next Train" program in which
the SCRRA and Amtrak will work together to allow passengers, on those lines where
complementary service exists, holding valid Metrolink or Amtrak tickets, to choose the service
provider most convenient to their travel needs. A graduated reimbursement scale has been
negotiated based on Passenger Counts.
The FY 2002-03 Budget assumes continuation of the service improvements implemented in FY
2001-02 and fully annualizes the resulting operating costs. Tables 3.2 and 3.3 reflect service
assumptions and revenue miles projected for FY 2002-03.
TABLE 3.2
SERVICE ASSUMPTIONS FOR FY 2002-03
Line
Weekday Trains
Saturday Trains
Sunday Trains
San Bernardino
30 San Bern -LA
7 San Bern -LA
9 Riverside -LA
2 San Bern LA
6 Riverside -LA
Ventura County
4 Chatsworth -LA
12 Moorpark -LA
4 Oxnard -LA
Antelope Valley
2 Santa Clarita-LA
4 Via Princessa-LA
18 Lancaster -LA
8 Lancaster -LA
Riverside
12 Riverside -LA (UP)
91
9 Riverside -LA (Fullerton)
Orange County
6 Irvine -LA
2 Laguna Nigel — LA
1 San Juan Cap -LA
10 Oceanside -LA
Inland Empire to
Orange County
4 San Bern -Irvine
1 San Bern -Laguna Nigel
2 San Bern -San Juan Cap
2 San Bern -Oceanside
2 Riverside -Irvine
1 Riverside -San Juan Cap
-
Burbank Turns
8 Burbank Airport -LA
4 Burbank -LA
Maintenance of Equipment (MOE) — The current fleet of rolling stock consists of 37
Locomotives and 146 Passenger Vehicles. In FY 2001-02 the agency took delivery of 27 new
passenger cars and 4 locomotives, greatly expanding the capacity of the agency to perform
ongoing ordinary maintenance as well as the more extensive rehabilitation and renovation
4/8/02, 12:09 PM
28
74
SCRRA FY 2002-03 Budget
•
program.
Table 3.3
REVENUE TRAIN MILES FOR FY 2002-03
Line
FY 2001-02
Budget
FY 2002-03
Budget
Increase/
(Decrease)
16,310.2
% Change
3.3%
San Bernardino Line
494,336.0
510,646.2
Ventura County Line
230,889.6
240,210.0
9,320.4
4.0%
Antelope Valley Line
353,304.6
439,559.6
86,225.0
24.4%
Riverside Line (via UP)
190,801.6
I79,622.0
(11,179.6)
(5.9%)
91 Line
47,244.0
141,142.5
93,898.5
198.8%
Orange County Line
323,425.8
334,636.5
11,210.7
3.5%
Inland Empire/Orange County Line
212,913.8
203,974.5
(8,939.3)
(4.2%)
Burbank Turns
37,998.4
38,352.0
353.6
0.9%
Total Revenue Miles
Note Milea e d t' h
1,890,913.8
2,088,143.3
197,229.5
10.4%
g ec mes on t e Rrverstde are as result of the elimmatton of Saturday Service effective January 2001. Declines on
the IEOC line is the result of the FY 2001-02 Budget assuming a greater number of trains extending to Oceanside from that
implemented.
•
•
Maintenance of Way (MOW) — The SCRRA is primarily responsible for the maintenance and
integrity of approximately 326 track miles within the five county region. For further detail
regarding the assumptions of the MOW program, please see Section 3.8.
Revenues - Farebox revenues are projected from estimates of ridership developed in
coordination with member agency staff and includes both the assumed third of three 4%
adjustments to the base fare as well as a 1% incremental increase to cover the costs of increased
operational and infrastructure security. The projected total annual ridership increase is estimated
4%. Average Weekday ridership is estimated to increase 3%. Revenue per rider is based on
average trip length and mix of fare type. The revenue per rider experienced on each line is used
to estimate farebox revenues for each line and is based on specific projections of ridership.
Dispatching revenues are estimated based on agreements between the SCRRA and the freight
railroads and Amtrak Intercity service. Dispatching revenues from the Burlington Northern
Santa Fe Railroad are increased by the railroad index and Amtrak Intercity revenues are increased
by the CPI. Both of these indices are estimated to grow 4%. Revenues from Union Pacific
Railroad are based on an agreed upon flat rate fee.
Other miscellaneous revenues include potential sponsorship reimbursements of the annual
special Holiday Trains, participation by CALTRANS on the agency's new Take the Next Train"
program, and other minor reimbursements to the agency.
Expenses - In projecting expenses, cost of living or labor agreement -related increases built into
existing contracts are assumed. These increases range from a low of 1% to a high of 4%. In
addition, consistent with recent experience, the average cost of diesel fuel is estimated to be
$1.00 per gallon in FY 2002-03 Budget, a decline from $1.25 per gallon for FY 2001-02.
4/8/02, 12:09 PM 29
75
SCRRA FY 2002-03 Budget
•
A significant increase is also estimated in the cost of Operating and Liability premiums as a
result of the price shock to the insurance markets in the aftermath of the September 11, 2001
attack on the United States. An increase of 37.5% is included in the FY 2002-03 Budget. For a
detailed discussion of individual Operating Cost components, sec Section 3.6 below.
3.5 Summary of Revenues and Expenses by Operating Cost Component
Table 3.4 shows revenues and expenses by operating cost component of the Operating Budget
for FY 2002-03 with comparisons to FY 2000-01 Actual Expenses, and the FY 2001-02 Budget
and Current Forecast.
Operating revenues include farebox revenues, dispatching and other revenues as well as
maintenance -of -way revenues.
Operations expenses include expenses required to operate the Metrolink system including train
operations, maintenance of equipment, fuel, security, utilities, transfer payments to other transit
operators, revenue collection, payments to freight railroads for dispatching, station maintenance,
passenger services, general and administrative expenses, professional services, and insurance.
Operations expenses are distributed to the lines (and subsequently to member agencies) based on
several formulae. Items such as direct Train Operations expenses and fuel are distributed based
on train -miles. Payments to freight railroads are charged directly to lines. Additionally, a set of
Base costs consisting of those costs that do not vary with the number of trains operated is
included in the Operations Budget. These allocation formulae are described in Sections 6.1 and
6.2.
Maintenance -of -way expenses are developed by SCRRA to ensure the level of ordinary
maintenance is sufficient to prevent any loss of service quality. Levels of maintenance required
on individual lines depend upon several factors including the condition of the infrastructure;
levels of train traffic; levels of freight traffic; the number of road crossings; the number of
curves; and exposure to storm damage.
3.6 Detail of Operating Budget
The FY 2002-03 Operating Budget is $6.9 million or 8% greater than the FY 2001-02 Budget.
Major factors contributing to this increase are:
• Increase of $1.3 million, 9%, in Train Operating expenses under the Amtrak contract, of
which approximately $1.0 million is related to the annualization of new service expansion
implemented in FY 2001-02.
• Annual increases in labor rates and non -labor costs included in the Bombardier contract,
combined with additional rolling stock, result in an increase of $1.1 million, 7%, in the costs
of Equipment Maintenance.
4/8/02, 12:09 PM 30
76
SCRRA FY 2002-03 Budget
•
TABLE 3.4
ANNUAL DISTRIBUTION BY COST COMPONENTS
EXPENSES
REVENUES
GRANTS
lY�'; LOCAti Si)i��
Revenues
Farebox Revenue
Dispatching/Other Revenues
MOW Revenues
Member Agency Revenues
:>moial:Revenues
F.•X:UR;O4:_>;::.:.:k k:01-92 >; :FY 01=41:: > `:I~Y{C 03 FY:QO=0:1 Y O]-02.>::: *.-6-02
A pa4:>: >:: Bitdgei: >: F4 ecasl:::::::::::piu0:e; 4 Acftial ::::::i3urkec:::::>:Fores?'s[:_:::
80,030.7
45,685.2
0.0
$35,770.4
2,440.7
7,474.1
34,345.5
91,674.0
47,778.0
0.0
$37,816.6
2,438.0
7,523.4
43,896.1
86,346.2
48,460.8
0.0
538,524.5
2,412.9
7,523.4
37,885.4
98,635.5
52,732.3
0.0
541,710.1
2,760.0
8,262.3
45,903.2
23.2%
15.4%
0.0%
16.6%
13.1%
10.5%
33.7%
7.6% 14.2%
10.4% 8.8%
0.0%
103%
13.2%
9.8%
4.6%
0.0%
8.3%
14.4%
9.8%
21.2%
9i
Operations & Services
Train Operations
Equipment Maintenance
Contingency (Train Ops)
Fuel
Non -Scheduled Rolling Stock Repairs
Operating Facilities Maintenance
Other Operating Train Services
Security - Sheriff
Security - Guards
Supplemental Additional Security
Public Safety Program
Passenger Relations
Holiday Trains
TVM Maintenance/Revenue Collection
Marketing
Media & External Communications
Utilities/Leases
Transfers to Other Operators
Amtrak Transfers
Station Maintenance
Rail Agreements
Subtotal Operations & Services
Maintenance -of -Way
MoW - Line Segments
MoW - Extra -Ordinary Maintenance
Subtotal Maintenance -of -Way
General & Administrative
Staff
Salaries & Fringe Benefits
Ambassadors
Non -Labor Costs
Allocated Overhead
Subtotal Staff
Services
Professional Services
Subtotal Services
Subtotal General & Administrative
Contingency (Non -Train Ops)
Insurance
Liability/Property/Auto
Claims
Claims Administration
Subtotal Insurance
17,434.8 18,100.0
11,609.8 15,400.0
(2.9) 200.0
4,717.3 5,893.5
287.9 400.0
801.2 1,116.8
281.8 300.4
2,368.4 2,692.9
671.2 766.2
429.1 500.0
1,125.0 1,272.1
102.8 114.5
1,639.4 1,823.0
834.1 1,181.5
427.8 542.2
1,581.3 2,095.3
2,893.3 3,170.3
490.7 698.5
1,589.5 1,589.1
49,282.7 57,856.2
14,704.5
690.1
15,394.6
19,189.7
500.0
19,689.7
18,000.0
13,700.0
4,500.0
130.0
1,210.0
235.0
2,730.0
735.0
400.0
1,073.0
165.4
1,993.0
1,150.0
450.0
1,888.3
3,170.3
636.3
2,268.540
54,434.8
17,738.7
475.1
18,213.8
19,457.4
16,539.8
200.0
5,100.0
400.0
1,015.2
202.6
3,017.1
842.8
330.0
497.5
1,377.0
157.2
2,210.0
1,048.6
618.2
1,674.1
3,225.0
450.0
712.1
2,544.6
61,619.1
19,521.7
500.0
20,021.7
3,807.9 4,373.9 4,092.000 5,075.8
612.8 688.7 583.000 496.0
427.1 819.1 650.000 671.3
3,549.5 3,482.2 4,040.000 4,622.2
8,397.3 9,364.0 9,365.0 10,865.3
1,281.6
1,281.6
9,678.9
1,121.6
1,I21.6
10,485.6
1,060.0
1,060.0
10,425.0
1,359.4
1,359.4
12,224.7
1,237.1 500.0 180.0 500.0
2,041.3
2,000.0
396.2
4,437.4
2,142.5
500.0
500.0
3,142.5
2,142.5
500.0
450.0
3,092.5
2,945.0
750.0
575.0
4,270.0
11.6%
42.5%
8.1%
38.9%
26.7%
(28.1%)
27.4%
25.6%
15.9%
22.4%
52.9%
34.8%
25.7%
44.5%
5.9%
11.5%
45.I%
60.1%
25.0%
32.8%
(27.6%)
30.1%
(9.1%)
(32.6%)
12.0%
10.0%
(0:5%)
8.2%
37.3%
21.2%
(11.2%)
14.0%
(20.1%)
1.7%
1.9%
60.1%
6.5%
1.7%
(0.0%)
1.7%
8.1%
20.7%
13.3%
207.7%
(16.1%)
(13.8%)
10.5%
14.7%
24.4%
28.3%
(5.0%)
10.9%
(8.8%)
37.4%
(11.3%)
1.7%
11.9%
12.2%
13.2%
10.1%
5.2%
9.9%
33.3% 16.0% 24.0%
(19.1%) (28.0%) (14.9%)
57.2% (18.1%) 3.3%
30.2% 32.7% 14.4%
29.4% 16.0% 16.0%
6.1%
6.1%
26.3%
21.2%
21.2%
16.6%
28.2%
28.2%
17.3%
(59.6%) 177.8%
44.3%
(62.5%)
45.1%
(3.8%)
37.5% 37.5%
50.0% 50.0%
15.0% 27.8%
35.9% 38.1%
4/52002 4:05 PM
nudget03.xis-Summary
77
SCRRA FY 2002-03 Budget
•
• Increases in the number of stations, as well as increasing banking fees result in an increase to
TVM Maintenance/Revenue Collection of $730 thousand, 21%.
• Increases in the costs of Operating and Property Insurance premiums, $803 thousand, 37.5%.
• Increases in staff and indirect costs resulting from an increase in Information Technology
requirements, a shift in labor from direct costs to indirect costs, and increased consultant
expenses in various overhead departments, and increased lease costs of agency facilities, $1.5
million, 16%.
• Increases for costs paid to the Burlington Northern Santa Fe Railroad for increased operations
on non-member owned rights -of -way, $956 thousand, 60.1%.
• Increased costs of operational and infrastructure security resulting from contractual increases
and increased demand for such services, $400 thousand, 12%.
The following section describes each element of the Operating Budget.
Revenues. Metrolink fares are assumed to increase by 4% on July 1, 2002, the third of three
Board approved adjustments to the agency's base fare structure. Also included in total fare
revenues is the additional 1% Supplemental Security increase. Table 3.5 shows the projection of
ridership and farebox revenue for FY 2002-03. Average weekday ridership is projected to be
34,100. Revenue per rider was estimated based on prior and current years and is estimated
systemwide at $4.61, an increase of 6% from FY 2001-02. Revenue per rider depends on
average trip length as well as mix of ticket types. The resulting total Farebox Revenue is 10%
over the FY 2001-02 Budget.
Miscellaneous revenues include fees for dispatching freight and Amtrak Intercity trains and
marketing revenues principally from sponsorship activities. Table 3.6 shows the Dispatching
Revenues from FY 2000-01 through FY 2002-03. While not included in the budget amount,
each year, actual Miscellaneous Revenues also include interest on fares and other funds received
in advance for operations and capital projects. Maintenance -of -way revenues are described in
Section 3.8.
The following section details expenses shown in Table 3.4.
Train Operations. Amtrak provides train operations and, through September 30, 2002,
dispatching services and is budgeted at $19.5 million for FY 2002-03, which represents an 8%
increase from the FY 2001-02 Budget. For comparative purposes, this figure also includes the
cost to the SCRRA of bringing dispatching services in house beginning October 1, 2002. This
estimate includes an increase to accommodate the annualization of new services as referenced
above. Of the total Operations expense, $1 million is attributable to the full year costs FY 2001-
02 increases in service. The contingency for Train Operations is set at $100,000.
Equipment Maintenance. The budget for FY 2001-02 was $15.4 million, and the request for
FY 2002-03 is $16.5 million, an increase of 7%. Costs for FY 2002-03 are expected to increase
due to labor increases per the contract; an increase in number of employees under the
4/8/02, 12:09 PM 32
78
"
T A B L E 3 . 5
R I D E R S H I P / F A R E R E V E N U E F O R E C A S T
"
"
: : > A J e r a g e : U s 3 : 1 : 3 i t e i s t i l
[ �� : : : : : ` : : : . : " ' i
. . . . . : : . R . .
' '
: : E v .
e n u e l R i d e i : : ��: : : : : ��:
: : : ��: : : ��: : ��> : ' : ; : : ��: : : : : : = : : F a r e : R e + r e o u ' e ' s , : : : : : : : ��: ��: - : " : " : ��: ��: ��: ��: . : ; ��" ��' ��: ��
: A d d i t i o r i : a t :
: : : ' f ' o t s r l : : . : ; :
O ' , ' r u t i n " L i i i r : ; : ; : ; >
F X 0 1 = O ' Z : : : : : Y r ? A . * : : . : : F X 0 1 : : " q : ' : : : G a r t h :
: : " : " B u d g e t : : . : , : . : ' o v ' 0 7 . . : : : : > : F c s t ' . : :
" ��
: : : : : � V . : : : : : : : : P f . t i
. " , , . . . . . P . o
: : : E . : o 2 = 0 3 : :
" ' e ' ' : : , " P ��,
u s e d ,
t
e
, " ,
i �� " t
0 1 " : " : : : " : " : . a l : ' ' " : " : " : " : " : " .
. . ��F . a ' O q ' : . . . . . . . I C Y . . . O I . . . . . . F X . O , 1 O x : " : " : : : : : : : : F 3 ' 0 2 - o - 3 : ��: : :
. : ��: " ` . A c t g a l ��: . : . : . : ��. , ��g ' p d e t . . . . . . . . . . . . . ' p " . . . . .
g . . " ; " : : : : : : ; " ; : F c $ t : < : : : : : : ; : . : " : P i r o ' o s e d : : : :
" : : 1 ' 3 ' 0 : : : : ��:
S e c ' u r i f Y : : :
; ��' �� . . . . .
: : F ' 1 ' : O Z = 0 3 : :
. . . . . . .
: . T t e v e r i u e s : :
��, " . . .
S a n B e r n a r d i n o
W e e k d a y
S a t u r d a y
9 , 9 4 1 9 , 7 1 6 9 , 9 8 5
1 . 6 5 %
1 0 , 1 5 0
4 . 5 9
4 . 8 0
- 4 . 8 0
1 1 , 1 5 5 , 6 2 5 1 1 , 5 9 0 , 2 8 1 1 2 , 0 2 4 , 8 2 2 1 2 , 4 2 3 , 6 0 0
9 9 , 0 7 6
1 2 , 5 2 2 , 6 7 6
S u n d a y
2 , 4 4 0 2 , 7 9 0 2 , 9 9 0
0 , 3 3 %
3 , 0 0 0
3 . 5 5
3 . 5 2
3 . 6 5
4 7 8 , 9 4 2 4 5 0 , 3 9 4 5 4 7 , 5 4 0 5 6 9 , 4 0 0
4 , 5 4 1
5 7 3 , 9 4 1
1 , 0 8 3 1 , 5 2 9 1 , 6 4 7
3 . 2 2 %
1 , 7 0 0
3 . 5 3
3 . 8 8
3 . 9 0
2 3 4 , 9 1 7 2 0 2 , 6 6 3 3 3 4 , 5 9 2 3 4 4 , 7 6 0
2 , 7 4 9
3 4 7 , 5 0 9
V e n t u r a C o u n t y
4 , 1 9 2 3 , 3 7 6 3 , 3 5 8
0 . 1 0 %
3 , 3 6 1
3 . 8 2
4 . 4 7
4 . 1 0
3 , 6 0 4 , 6 4 0 4 , 0 6 7 , 8 5 8 3 , 4 5 8 , 2 8 9 3 , 5 1 4 , 4 2 5
2 8 , 0 2 7
3 , 5 4 2 , 4 5 2
A n t e l o p e V a l l e y
W e e k d a y
S a t u r d a y
5 , 1 4 8 5 , 2 9 4 5 , 5 9 0
4 . 6 5 %
5 , 8 5 0
3 . 7 4
3 . 7 9
4 . 0 0
4 , 8 6 9 , 4 4 6 4 , 8 9 0 , 3 9 4 5 , 3 4 8 , 6 3 2 5 , 9 6 7 , 0 0 0
4 7 , 5 8 6
6 , 0 1 4 , 5 8 6
1 , 4 7 7 1 , 7 6 2 1 , 9 7 0
1 . 5 2 %
2 , 0 0 0
3 . 2 0
3 . 0 4
3 . 1 5
2 6 7 , 1 3 7 2 4 5 , 7 6 6 3 0 8 , 6 4 5 3 2 7 , 6 0 0
2 , 6 1 3
3 3 0 , 2 1 3
R i v e r s i d e
R i v ( U P )
S a t u r d a y
4 , 4 3 3 4 , 5 7 0 4 , 7 8 1
- 3 . 7 9 %
4 , 6 0 0
4 . 7 7
4 . 9 1
4 . 9 5
5 , 1 7 1 , 9 4 9 5 , 3 7 5 , 8 1 6 5 , 8 8 3 , 5 2 1 5 , 8 0 6 , 3 5 0
4 6 , 3 0 5
5 , 8 5 2 , 6 5 5
9 1
6 5 3 2 5 3 . 2 5 0
0 . 0 0 %
3 . 8 0
4 . 4 0
0 . 0 0
4 9 , 3 9 7 1 2 9 , 0 3 3 3 0 , 1 1 1
1 0 0 1 1 1 1 7 8
3 4 9 . 4 4 %
8 0 0
2 . 3 1
1 . 6 8
4 . 5 0
5 8 , 0 5 2 5 8 , 5 2 7 1 3 6 , 5 5 7 9 1 8 , 0 0 0
7 , 3 2 1
9 2 5 , 3 2 1
O r a n g e C o u n t y
6 , 1 5 5 5 , 2 9 4 5 , 8 6 0
4 . 7 6 %
6 , 1 3 9
4 . 5 8
5 . 1 4
4 . 8 5
6 , 8 1 5 , 0 5 3 7 , 1 6 0 , 1 4 2 6 , 9 8 1 , 3 4 7 7 , 5 9 2 , 1 7 5
6 0 , 5 4 6
7 , 6 5 2 , 7 2 1
1 E O C
3 , 1 9 0 2 , 9 0 2 3 , 0 4 2
5 . 1 9 %
3 , 2 0 0
4 . 5 0
4 . 7 3
4 . 8 0
3 , 2 3 5 , 8 7 4 3 , 6 4 5 , 7 1 3 3 , 6 4 2 , 8 5 9 3 , 9 1 6 , 8 0 0
3 1 , 2 3 6
3 , 9 4 8 , 0 3 6
T o t a l s
W e e k d a y
S a t u r d a y
3 3 , 1 5 9 3 1 , 5 1 6 3 3 , 0 4 4
3 . 2 0 %
3 4 , 1 0 0
3 4 , 9 6 0 , 0 3 6 3 6 , 9 1 7 , 7 6 3 3 7 , 5 0 6 , 1 3 8 4 0 , 1 3 8 , 3 5 0
3 2 0 , 0 9 7
4 0 , 4 5 8 , 4 4 7
S u n d a y
4 , 5 7 0 4 , 8 0 5 5 , 2 I 0
1 , 0 8 3
- 4 . 0 3 %
5 , 0 0 0
7 9 5 , 4 7 6 8 2 5 , 1 9 3 8 8 6 , 2 9 6 8 9 7 , 0 0 0
7 , 1 5 3
9 0 4 , 1 5 3
1 , 5 2 9 1 , 6 4 7
3 . 2 2 %
1 , 7 0 0
2 3 4 , 9 1 7 2 0 2 , 6 6 3 3 3 4 , 5 9 2 3 4 4 , 7 6 0
2 , 7 4 9
3 4 7 , 5 0 9
. T . d t a l " : " : " : " : " : " : " : " : " : " : " : " : , : + : " : " : : : " : 3 8 ; 8 1 . 2 : " : : : " : : : " : 3 7 ; 8 5 0 : " : ; : ; : : : " : 3 9 ; 9 0 ( '
: : . . 4 0 ; 8 0 0 . 1 : "
: . . . . . . . . . . . . . . . . . . . . . . . .
3 5 ; 9 9 0 ; 4 2 9 " : " : " : " : 3 7 ; 9 4 5 ; 6 2 0 : " : " : " : " 3 8 ; " 7 . 2 . 7 ; 1 3 2 6 : : : : : - : " : 4 1 ; 3 8 0 ; 1 i 0 0 : : : " : - : 3 3 0 ; 0 0 0 :
" : 4 1 ; 7 1 0 ; 1 : 1 : 0 "
R l d e r s h i p - F a r e _ V 4 . x l s S u m m a r y 4 / 8 / 2 0 0 2 8 : 5 7 A M
SCRRA FY 2002-03 BUDGET.
TABLE 3.6
MISCELLANEOUS OPERATING REVENUES
i e zyiei #f7.trfi o
ct1t
rtt
Cl
frbiti
Amtrak Intercity
Coast & Saugus Shared Use (UPRR/SPTC)
East Bank Joint Facility (UPRR/SPTC)
Mission Tower (UPRR/SPTC)
San Diego & Olive Subdivision Shared Use (BNSF)
Pasadena Subdivision Shared Use (BNSF)
North County Transit District (NCTD)
Marketing Reveunues
$1,518,747
256,920
86,312
179,107
53,515
40,044
306,007
0
$1,471,224
256,920
81,257
178,708
51,950
31,586
301,310
65,000
$1,642,678
256,920
86,973
193,722
57,882
43,312
330,977
147,500
8.16%
0.00%
0.77%
8.16%
8.16%
8.16%
8.16%
11.65%
0.00%
7.03%
8.40%
11.42%
37.13%
9.85%
126.92%
4/32002
OispAbW Revs02-03.t.OispakhiMJ
80
SCRRA FY 2002-03 Budget
•
maintenance contract due to significant increases in new equipment; and an assumed increase on
non -labor expenses to accommodate an increasing need for parts and equipment commensurate
with additional vehicles. The contingency for Equipment Maintenance in FY 2002-03 is set at
$100,000.
Fuel. Fuel usage of approximately 5.1 million gallons per year is based on the projected
consumption levels assumed in the proposed schedule. In FY 2001-02, fuel prices were assumed
to average $1.25 per gallon, substantially above our currently projected rate of expenditure. An
average of $1.00 per gallon is assumed for FY 2002-03 and the resulting projection of $5.1
million for the year is a 14% decrease from the Budget for FY 2001-02.
Non -Scheduled Rolling Stock Repairs. This item is a contingency line item for repairs to
accommodate medium scaled unforeseen damage to rolling stock. The amount requested for FY
2002-03 is $400,000.
•
•
Operating Facilities Maintenance. This function is responsible for cleaning, maintenance, and
hazardous materials compliance at the Central Maintenance Facility and other outlying SCRRA
facilities. The budget fully incorporates the utilization of the Metrolink Operations Center
(MOC), and increasing demand for services at other outlying points. For FY 2002-03, the budget
of $1.0 million represents a 9% decline from the FY 2001-02 budget. The decline is the result of
FY 2001-02 incorporating onetime set up costs at new agency facilities.
Other Operating Train Services. This budget includes a number of miscellaneous items
directly related to operating the rail system. Weather data forecast and earthquake reporting
services, publications, uniforms, emergency bus services, and FRA required training are all items
considered in this category. Total expenditures are $202 thousand, a decrease of 33% from the
FY 2001-02 Budget as a result of terminating the use of Amtrak staff to sell Metrolink tickets at
Union Station, a savings of $120 thousand.
Security - Sheriff. This line item shows an increase of 12% over the FY 2001-02 as a result of
two factors. The first is the adoption of the FY 2001-02 Budget prior to the finalization of
contract negotiations between the SCRRA and the Los Angeles County Sheriff. As a result, the
FY 2001-02 Budget ultimately underestimated the final cost per deputy. Rates are higher than
those presumed as applicable in the current year and the FY 2002-03 Budget assumes rates of
growth consistent with the new contract. The second factor leading to the increase is the addition
of two additional Law Enforcement Technicians (LETS).
The primary responsibility of the LETS is fare enforcement, including the assumption that on a
quarterly cycle, every individually scheduled train in the Metrolink system will be subject to fare
enforcement and verification activities. This contract also includes an additional 9.5 direct -charge
service units for which LACMTA pays outside the SCRRA Operating Budget to provide
additional security in Los Angeles County.
Security. - Guards. The amount proposed for FY 2002-03 is a 10% increase over the FY 2001-
4/8/02, 12:09 PM 35
81
SCRRA FY 2002-03 Budget
•
02 level. The Budget assumes, based on recent experience, the costs of security services will
raise significantly in the wake of the attack on the United States on September 11, 2001, as a
result of significantly increased demand for guard services.
Public Safety Program. The program declines by 1% from FY 2001-02 and includes American
Public Transportation Association (APTA) and Federal Railroad Administration (FRA)
requirements, continuation of the successful police and fire officer education train series,
continuation of the "Don't Pick a Fight With a Heavyweight" campaign (including a community
outreach event in each county), public information and school education campaigns, and safety
and incident response training for staff and contractors.
Passenger Relations. An 8% increase is projected over the FY 2001-02 Budget for passenger
relations and telephone information services. Funds are allocated to provide for the continuation
of the Station Call Box project, the continuation of contracted Telephone Information Services,
the implementation of the Customer Promise program in which the SCRRA will guarantee to
passengers the ability to reach their final destination, and other minor customer service related
expenses.
Holiday Trains. The amount projected for the holiday trains in FY 2002-03 is an increase of
37% from the FY 2001-02 Budget. An increase is requested to decorate the rolling stock and
lease technical lighting and sound equipment; increase the marketing outreach of this successful
program; an increase of labor costs for program performers, and an increase in the direct
operating expenses of the trains. In addition, the budget anticipates labor charges by Bombardier
in FY 2002-03 for support at the CMF to decorate the train.
There is also the expectation that opportunities will be sought to provide sponsored offsetting
revenue, including a return of previous program sponsors and the addition of more through
extensive community outreach.
Ticket Vending Machine (TVM) Maintenance/Revenue Collection. This item includes TVM
and validator maintenance, revenue collection, ticket stock, replacement of destination and ticket
type strips in the TVMs, fare/zone change programming, and merchant fees for credit and debit
card usage. This line item increases $387 thousand, 21.2% from the FY 2001-02 Budget
primarily due to the addition of new stations and the associated increase in the numbers of
machines requiring maintenance and increased Revenue Collection, an increase in the underlying
contracted rate of the primary maintenance vendor, and an increase in the fees charged by the
agency's bank. A transaction fee on VISA credit purchases, previously absorbed by the bank will
now be passed back to the SCRRA. A total of 51 stations are assumed to be in operation on or
before July 1, 2002, an increase of 5 over the beginning of FY 2001-02.
Marketing. There is a decrease of 11% compared with the FY 2001-02 Budget. This line item
includes market research & analysis, advertising, promotions, special events, sales,
merchandising, and channel marketing. For the FY 2002-03 Budget, programs highlighting the
•
4/8/02, 12:09 PM 36
82
SCRRA FY 2002-03 Budget
•
agency's tenth anniversary will begin May 6, 2002, and continue throughout the Summer months
leading up to the tenth anniversary event in October 2002.
Media/External Relations. There is an increase of 14% compared with the FY 2001-02 Budget.
This line item includes media and public relations, community relations, and web site
maintenance and programming, and the production of the agency's printed schedules and Ride
Guides. Also included are extensive outreach activities with Station Cities including special
events and the increased development of partnerships with Strategic Stakeholders.
Utilities/Leases. Utility and lease costs are estimated at current monthly average costs and are
20% less than the FY 2001-02 Budget, principally as a result of the decline in electricity costs
outside of the DWP service area, and the costs of telephone expenses. Costs assumed in the FY
2001-02 Budget have been greatly moderated in the last year from the point of budget
development during the energy crisis on Winter 2001. The agency expects current trends to
continue with minor moderation. Additional lease costs for transmitter and other locations are
assumed in outlying areas.
•
•
Transfers to Other Operators. These transfers represent agreements between the SCRRA and
other transit operators to allow Metrolink passengers a convenience of transfer to connecting
transit. Revenue transfers to other transit operators show a 2% increase over the budget for FY
2001-02 due to the projected ridership and new agreements with additional operators. SCRRA
expects to pay approximately 8% of fare revenues collected to connecting operators.
Amtrak Transfers. These funds represent the gross costs to the agency of the "Take the Next
Train" program. The SCRRA and Amtrak have agreed to work together to allow passengers, on
those lines where complementary service exists, holding valid Metrolink or Amtrak tickets, to
choose the service provider most convenient to their travel needs. Reimbursements have been
negotiated based on a sliding scale determined by passenger counts and have been capped at the
fully budgeted amount. It is also assumed that CALTRANS will provide $100,000 towards the
total cost of the program in FY 2002-03.
Station Maintenance. This item is increased by 2% over the FY 2000-01 Budget. This item
includes maintenance of station equipment, signs, display cases, and public address/changeable
message signs (PA/CMS) and further includes SCRRA's share of maintenance at Los Angeles
Union Station (LAUS) and LAUS platform maintenance previously performed by Amtrak.
Rail Agreements. This line item represents payments to freight railroads, the Union Pacific and
the Burlington Northern Santa Fe, for dispatching and other operating related services over
property owned by these railroads. The amount budgeted represents a 60% increase from FY
2001-02 due to primarily to increases in payments to the Burlington Northern Santa Fe Railroad
for increased services on BNSF rights -of -way.
Maintenance of Way -Line Segments. This line item is discussed in Section 3.8.
4/8/02, 12:09 PM 37
83
SCRRA FY 2002-03 Budget
•
Maintenance of Way - Extra -ordinary Maintenance. This item is discussed in Section 3.8.
Salaries and Fringe Benefits. Salaries and fringe benefits are forecast based on the actual salary
rate of each position charging directly to the Operations Budget, and assumes a fringe benefit
additive of 48% (SCRRA's actual experience with SCRRA employees). A 4% pool is assumed
and included for merit increases. A shift in staff costs from Ambassadors to other Passenger
Services positions results in additional increases. Certain cost increases are additionally offset by
a reduction in payments to Amtrak as referenced above in the category Other Train Services.
Ambassadors. Ambassador staff represent the principal point of contact for Metrolink customers
with the SCRRA. Assigned to stations throughout the agency's service area, costs are declining
as a result of a shift from vacant Ambassador positions to customer service functions as
referenced above.
Direct Non -Labor Costs. Costs included in this line include Direct Non -allocated MIS
expenses including programming and maintenance of the agency's Train Management and
Inventory System software, Board of Directors' per diem, Travel and Lodging expenses of
operating departments, and additional minor miscellaneous expenses.
Allocated Overhead. Staff charging practices changed in FY 2000-01 to accommodate a new
standardized methodology of allocating overhead costs. A number of staff positions that
previously charged directly to Operations are now included as overhead to the entire agency.
(See Appendix 6.5 for an additional discussion of the agency's overhead allocation.). Also
included as part of the increase is an increase in the agency's Information Technology
requirements, increased costs of contract labor compliance, shifts in labor, lease costs of the
agency headquarters, and a shift in certain utility expenses from the Operating Budget to
overhead.
Professional Services. Professional Services includes contracted services for legal and
legislative advocate representatives; development of the Strategic Plan; System Safety Plan and
related operating plans; performance audit of operators; feeder bus coordination; equipment
engineering assistance; signage design; and other minor items. Overall, Professional Services are
projected to increase 21% over the FY 2000-01 Budget, due to minor increases in the above
referenced programs and the addition of the biannual review of the agency's National Transit
Database reporting methodology and modeling, the inclusion of funds to support the annual
Board retreat and development program, and an increase associated with the agency's TVM
oversight consultant.
Contingency. This line item is traditionally budgeted at $500,000 and is included to be utilized
under authority of the Chief Executive Officer to deflect any unanticipated increase in expenses
so as to avoid unnecessary increases to member agency subsidies in the event short term negative
expense impacts are realized.
Insurance. Overall, this item is projected to increase 36% compared with the FY 2001-02
•
4/8/02, 12:09 PM 38
84
SCRRA FY 2002-03 Budget
•
Budget. Premiums are projected to increase by 38% and Claims Administration is assumed to
increase 15%. Claims costs are budgeted at the payout estimates and are projected to increase
from the FY 2001-02 Budget. The significant increase is due primarily to the currently unstable
conditions of the insurance marketplace following the attack on the United State of September
11, 2001.
3.7 Summary of Revenue and Expenses by Member Agency
Table 3.7 provides the FY 2002-03 Metrolink Operating Budget by member agency shares. Total
local subsidies increase 4.6% over the FY 2001-02 Budget. LACMTA increases by 2%, VCTC
shows an increase of 14%, SANBAG is 7% less due to increased operating and Maintenance of
Way revenues associated directly on the San Bernardino Line. RCTC's subsidy is 12% more
than in FY 2001-02 due to new service operating on the 91 Line. OCTA's operating subsidy for
FY 2001-02 is projected to be 16% more than the FY 2001-02 Budget. The rate of increase is
primarily due to an increase in Orange County services and its participation on the 91 Line.
•
4/8/02, 12:09 PM 39
85
SCRRA FY 2002-03 Budget •
TABLE 3.7
OPERATING SUBSIDY ALLOCATION BY COUNTY
($000s)
-.�.•.-.�. .•.•.•:.•. . . .•.•:�.�:�.-.•:�.- �:.•.�:.- -:•:•:�:-.�.•.•.•.•.•
. .. .. ..f:. . ..
FY:0243 :.-.:::Share
. G�J.T�S.. ...
::•:::::::::Share::•
�'l;A• . . . . . . • . . . .
:::: :Shm:e: ::::: ::Share:= :::::::=:Share:::::::
G....SAB
. . . . . • . .
'c. .. .
Expenses
Train Mile Allocation
$21,676.7
$12,412.7
$4,149.3
$1,656.0
$2,622.2
$836.5
Base Allocation
46,868.5
26,451.1
7,765.1
3,551.7
6,105.6
2,995.1
Direct Charge
10,068.6
5,626.3
2,044.7
743.1
1,119.4
535.2
Maintenance -of -Way
20,021.7
11,646.6
4,676.1
213.7
2,335.7
1,149.8
. ..... ... . . . . . . . . ..... . . . . . . .............. .... . . . . . . . . .
... . . . . . . . . . ... . .: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Total: Expenses:TucL 1• ••1?V.::::::::: >:.
::•-.. .0.- k.:5'.:::::$5&43-6•;.6:::.:$.1 $,•63.i:..:..
$6::64;4: ::=::$12 18i:!) >:-: 55,516:5:
Revenues
Gross Farebox 41,710.1 22,880.8 7,906.6
3,105.9
6,628.5 1,188.3
Other Operating 2,760.0 1,393.4 899.2
28.7
80.8 357.9
Maintenance -of -Way 8,262.3 5,072.2 1,857.9
-
896.2 435.9
T.:( Iil2 ve•A:tes::::::::::::::::::::::::::::::::::::::;::::::::::::::$52;732:3:::::::•$24;3,46:4::::: $:1i?;663,,7::::::::$3 t 4 6:::::
$7;605.6::::::::$1 82,1;• ::
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
•
•
Tiit l:Coitri :Alik4i` iin : : : : : ::::::::::.::: 45
03::2::::$26,794:2:::::::$7;97:1:4:
=:=:=:
$3;x29:9=: :::$4;5 ,3:::::::
$3,$34.4::
FY 2001-02 Budget
43,896.1
26,334.0
6,878.0
2,695.1
4,895.5
3,093.5
Increase/(Decrease)
2,007.1
456.2
1,093.4
334.7
(318.1)
440.9
Percentage Change
4.6%
1.7%
15.9%
12.4%
(6.5%)
14.3%
TRAIN MILE EXPENSES
Train Operations (Non -Dispatching)
BASE ALLOCATION EXPENSES
Equipment Maintenance
Non -Scheduled Rolling Stock Repairs
Operating Facilities Maintenance
Other Operating Train Services
Security - Sheriffs & Guards
Public Safety Program
Holiday Train
TVM Maintenance/Revenue Collection
Stations & Information Services
DIRECT CHARGE EXPENSES
Dispatching
Rail Agreements
Fuel
Passenger Relations
Marketing
Media & External Communications
Utilities/Leases
Station Maintenance
Staff Costs (Excluding Ambassador Labor)
Professional Services
Insurance
Transfers to Other Operators
Ambassador Labor (Included under Staff Salaries)
•
Budget03.xis-Allocate
4/3/2002 11:05 AM
86
"
"
S C R R A F Y 2 0 0 2 - 0 3 B u d g e t
3 . 8 M a i n t e n a n c e - o f - W a y B u d g e t
A s s u m p t i o n s
T h i s s e c t i o n p r o v i d e s t h e a s s u m p t i o n s u s e d t o p r o j e c t r e v e n u e s a n d e x p e n s e s f o r t h e
M a i n t e n a n c e - o f - W a y ( M O W ) p o r t i o n o f t h e O p e r a t i n g B u d g e t . O v e r l o n g p e r i o d s , t h e e x p e n s e s
u n d e r a c a p i t a l r e n o v a t i o n p r o g r a m a n d o r d i n a r y m a i n t e n a n c e b u d g e t s a r e s o m e w h a t
i n t e r c h a n g e a b l e . B e c a u s e t h e m o s t e c o n o m i c a l m e t h o d s o f r e p l a c e m e n t o f r a i l r o a d e l e m e n t s
( r a i l , t i e s , c r o s s i n g s , e t c . ) a r e t h r o u g h l a r g e s p e c i a l i z e d o p e r a t i o n s , r a i l r o a d o w n e r s u s u a l l y
a r r a n g e f o r p e r i o d i c r e p l a c e m e n t o f e l e m e n t s u s i n g c a p i t a l b u d g e t s . U n d e r o n e e x t r e m e
m a i n t e n a n c e p h i l o s o p h y , a r a i l r o a d o w n e r m a y e l e c t t o c o n t i n u a l l y r e p l a c e w o r n e l e m e n t s u s i n g
o r d i n a r y m a i n t e n a n c e f o r c e s . I n t h i s s c e n a r i o , t h e p r o p e r t y i s k e p t i n e x c e l l e n t c o n d i t i o n a n d
t h e r e i s n o n e e d f o r a R e h a b i l i t a t i o n / R e n o v a t i o n c a p i t a l p r o g r a m . H o w e v e r , t o t a l e x p e n s e s a r e
v e r y h i g h . T h e o t h e r e x t r e m e i s t o l i m i t o r d i n a r y m a i n t e n a n c e t o l i t t l e m o r e t h a n l e g a l l y r e q u i r e d
i n s p e c t i o n s a n d t o r e p a i r w h a t b r e a k s , c o u n t i n g o n f u t u r e a R e h a b i l i t a t i o n / R e n o v a t i o n p r o g r a m t o
r e f r e s h t h e c o n d i t i o n o f t h e p r o p e r t y . T h i s s c e n a r i o r e s u l t s i n r e d u c t i o n o f s p e e d a n d q u a l i t y o f
o p e r a t i o n s a s t h e m a i n t e n a n c e l e v e l d e c l i n e s ; h o w e v e r , o r d i n a r y m a i n t e n a n c e e x p e n d i t u r e s a r e
m i n i m i z e d .
T h e r e c o m m e n d e d M O W p h i l o s o p h y o f S C R R A i s t o p e r f o r m o r d i n a r y m a i n t e n a n c e s u f f i c i e n t t o
p r e v e n t a n y l o s s o f s e r v i c e q u a l i t y a n d t o b u d g e t f o r R e h a b i l i t a t i o n / R e n o v a t i o n a t s u f f i c i e n t
i n t e r v a l s t o p r e v e n t t h e n e e d e d r e p a i r s / r e p l a c e m e n t s f r o m o v e r w h e l m i n g t h e o r d i n a r y M O W
b u d g e t . T h i s p h i l o s o p h y i s p r a c t i c e d b y a l l o f t h e s u c c e s s f u l f r e i g h t r a i l r o a d s o n t h e i r m a i n
r o u t e s .
C o n d i t i o n s a n d T r e n d s i n t h e M O W B u d g e t
C u r r e n t M O W p r o g r a m s a r e d e v e l o p e d a n n u a l l y t o m a i n t a i n t h e t r a c k s i n t h e i r o r i g i n a l c o n d i t i o n .
T h e f a c t o r s l i s t e d b e l o w i n c r e a s e t h e M O W b u d g e t a s c o m p a r e d t o t h e b u d g e t s o f t h e p r i o r
o w n e r s :
+ H i g h e r s t a n d a r d s f o r m a i n t e n a n c e
" S i g n a l p r o b l e m r e s p o n s e t i m e
" R i g h t - o f - w a y a n d c r o s s i n g r e s p o n s e t o c o m m u n i t y
" N o t o l e r a n c e f o r s p e e d r e d u c t i o n s
" N o i n t e r f e r e n c e w i t h t r a i n m o v e m e n t s
+ M o r e f r e q u e n t t r a i n s / l e s s w o r k t i m e / o v e r t i m e f o r m a n y t a s k s
+ U n f o r e s e e n e x p e n s e s r e l a t e d t o s i g n a l s a n d s t o r m d a m a g e
+ S o m e c a p i t a l w o r k n o t c o m p l e t e d
" T u n n e l r e h a b i l i t a t i o n
" S o m e o l d r a i l
" S o m e o l d i n t e r l o c k i n g s ( A l l e n , F i r s t S t . , N i n t h S t . )
+ R i g h t - o f - w a y s e c u r i t y i s s u e s
" G r a f f i t i
" T r a s h d u m p i n g
4 / 8 / 0 2 , 1 2 : 0 9 P M 4 1
8 7
SCRRA FY 2002-03 Budget
•
• Vandalism to track and signals
Actions that may eventually reduce the MOW expenses include:
- Completion of Rehabilitation/Renovation projects
- Improvements to right-of-way security
• Fencing
• Law enforcement (SCRRA and community)
• Signage
- Acquisition of maintenance site(s) to avoid rents and reduce travel time
MOW Revenues and Expenses
Table 3.8 provides maintenance -of -way revenues received from the freight railroads and Amtrak
Intercity and includes revenues for operating and non -operating lines. Maintenance -of -way
revenues were $7.4 million in FY 2000-01; $7.5 million in the FY 2001-02 Budget and the
projection for FY 2002-03 is $8.3 million, an increase of 9.8%.
Maintenance -of -way revenues are estimated from prior agreements and revenues from the freight
railroads are increased by the railroad index (3%) an charged based on traffic on the lines.
Amtrak Intercity revenues, per agreement, are increased by the CPI (4%). Revenues on the East
Bank Joint Facility (East Bank of the Los Angeles River) are related to SCRRA's expenditures in
this segment and vary from year to year depending upon both maintenance and capital work.
Since FY 1997-98, the SCRRA has had an arrangement to exchange MOW revenues for an equal
amount of Orange County Gas Tax Funds. These funds are budgeted outside the ordinary MOW
budget.
Table 3.9 provides the projection of Maintenance -of -Way Revenues, Subsidy and Expenditure by
line and by county for FY 2002-03.
Table 3.10 provides a summary of the projection of Maintenance -of -Way Expense Detail for FY
2000-01 by Line Segment/Territory and compares these projections to FY 2000-01 Budget and
Forecast.
The maintenance category detail provided in Table 3.10 includes the following line items:
• Track - payments to the maintenance -of -way contractor for projection of labor on
inspections/repair of track.
• Signal & Communications - payments to the signal and communications contractor for
projection of labor on inspections/repair of signal and communication systems.
• Structures- payments to the maintenance -of -way contractor for projection of labor on
inspections/repair of bridges, tunnels and other structures.
• Procurement — payments for items needed in repair of track, signals, communications, or
structures which are allocated to segments and counties on the basis of track -miles.
4/8/02, 12:09 PM 42
88
"
"
S C R R A F Y 2 0 0 2 - 0 3 B U D G E T
T A B L E 3 . 8
M A I N T E N A N C E - O F - W A Y R E V E N U E
A m t r a k I n t e r c i t y
L A U S R a i l Y a r d O p e r a t i o n s & M a i n t e n a n c e ( A m t r a k )
A z u s a B r a n c h S h a r e d U s e ( U P R R / S P T C )
B a l d w i n P a r k B r a n c h S h a r e d U s e ( U P R R / S P T C )
C o a s t & S a u g u s S h a r e d U s e ( U P R R / S P T C )
E a s t B a n k J o i n t F a c i l i t y ( U P R R / S P T C )
M i s s i o n T o w e r ( U P R R / S P T C )
S a n D i e g o & O l i v e S u b d i v i s i o n S h a r e d U s e ( B N S F )
P a s a d e n a S u b d i v i s i o n S h a r e d U s e ( B N S F )
S t a t e G r a d e C r o s s i n g ( C P U C )
$ 9 7 9 , 7 7 6
1 5 6 , 0 5 9
7 6 , 5 1 9
1 6 0 , 8 4 9
2 , 6 2 5 , 2 2 8
5 6 8 , 0 6 6
7 4 , 2 3 0
1 , 0 1 9 , 1 3 9
1 , 5 0 4 , 8 7 2
3 0 9 , 4 0 4
$ 8 7 2 , 9 1 0
1 1 3 , 1 3 3
8 2 , 1 7 2
1 6 0 , 3 4 9
2 , 6 0 7 , 1 4 8
6 7 7 , 8 3 1
9 7 , 8 2 3
1 , 0 5 3 , 7 4 5
1 , 5 5 1 , 4 8 7
3 0 6 , 8 3 2
5 3 ; ! 3 3 0 : `
� i 1 j i o ' s e
$ 1 , 1 7 7 , 5 4 7
1 2 3 , 2 0 5
7 6 , 5 1 9
1 7 5 , 6 4 7
2 , 7 4 0 , 5 6 2
8 0 6 , 5 7 5
1 2 2 , 8 2 1
1 , 1 0 2 , 3 0 1
1 , 6 2 7 , 6 7 0
3 0 9 , 4 0 5
C t i i g e 0 : 4 # i
i # t f A i t i ' { a i
2 0 . 1 9 %
- 2 1 . 0 5 %
0 . 0 0 %
9 . 2 0 %
4 . 3 9 %
4 1 . 9 9 %
6 5 . 4 6 %
8 . 1 6 %
8 . 1 6 %
0 . 0 0 %
a
i e t ' r o t i i
t ��3 i l g i ' t
3 4 . 9 0 %
8 . 9 0 %
- 6 . 8 8 %
9 . 5 4 %
5 . 1 2 %
1 8 . 9 9 %
2 5 . 5 5 %
4 . 6 1 %
4 . 9 1 %
0 . 8 4 %
4 / 3 / 2 0 0 2
D i s p M O W R e v s 0 2 - 0 3 . x 1 5 - M O W
8 9
SCRRA FY 2002-03 Budget
TABLE 3.9
PROPOSED FY 2002-03 MAINTENANCE -OF -WAY EXPENDITURES
Revenue Forecast Allocation
pie Sefin iftryireitdry : :.: : : : : : : : .: :
• • Al
• • : Fo• rec . .. >:::.1
r1CA7TA::
::::OGT 4:::_:::,
: RCTG • : :•: :;
' S BAG:-:->:
> • - -:•:• •'
VC3C
Operating Lines
7,317,287
4,168,831
1,857,919
-
854,614
435,923
LA- San Bemardino
1,193,542
338.928
-
-
854,614
-
LA - Ventura (Burbank Jct to Moorpark)
1,280,620
8-44.697
-
-
-
435,923
LA - Lancaster
1,921,762
1,921 762
-
-
-
-
Fullerton - San Diego County Line
1,744,426
-
1,744,426
-
-
-
Olive Subdivision
113,493
-
1 13,493
-
-
-
Riverside Layover Facility
-
-
-
-
-
-
River Corridor
1,063,444
1,063,444
-
-
-
-
Extra -Ordinary Maintenance
-
-
-
-
-
(Derailments, Storm Damage)
Non -Operating Lines
944,964
903,355
-
-
41,609
-
Sierra Madre - Claremont (Pasadena Sub)
903,355
903355
-
-
-
-
Baldwin Park Branch (San Bernardino Co.)
41,609
-
-
-
4l,ti09
-
- {:TotaC?: :.: : :: : :<: ::.:>::::''':--Si262r251:1:::-:::5;072,186-71:::•:•:::14.857;919:+:•:•:::::::•::: . r:,:.: :,::•-:•
•-::;:::::896,223::-:•:::•:,4435;923:
Net Subsidy Allocation
-
>: ::':=>:-:lane $.eginentClhrriior :-:->:::o»:::::-:-:forecast•:•:•:-: :::: :ACMTA::::
-
»;:4CTA ;: .:
-
>:::R -. :::-:.: :-:-:•
:SANG ..- -..:;
::-: i': ....-
>.....C1C•.•:•:-
Operating Lines
11,483,177
6,386,603
2,818,143
213,652
1,350,945
713,834
LA - San Bemardino (1)
2,512,659
L467.393
-
-
1,045,266
-
LA - Ventura (Burbank Jet to Moorpark) (2)
1,650,996
1088-997
-
-
-
561,999
LA - Lancaster
2,728,418
7,728,418
- .
-
-
- .
Fullerton - San Diego County Line
2,126,636
- -,126.636
-
-
-
Olive Subdivision
247,434
-
247,434
-
-
-
Riverside Layover Facility (3)
64,565
39,159
-
14.850
10.556
-
River Corridor (4)
1,652,470
784,923
327,189
183.424
237,936
118,978
Extra -Ordinary Maintenance (5)
500,000
277,714
116.884
15,378
57.167
32,857
(Derailments, Storm Damage)
Non -Operating Lines
276,305
187,812
-
-
88,493
-
Sierra Madre - Claremont (Pasadena Sub)
187,812
187.812
-
-
-
-
Baldwin Park Branch (San Bemardino Co.)
88,493
-
-
-
88,493
-
:::-'1'aiih::::::::-:::-:-:-:->::: :: :-:- - :-:::.:::ft;7. 9,482 -::::::::?6;574;466:- :.:'::::z;81:8;143 -::-:::-::::::3[-3;652:::::::::::.::::1;439;438-
:.::-:::::-:713;83.4:
Total Expenditure Forecast
Line SegmepflTeii•itorp:<::<.?:-:-:•:-:-::?-?:-:Foceca'sE?:->:-
:•:-Y. 2:
-:-:-LAi*iVITA-:•::->:-aiCTA
. ..
.:.:.:.:BL•TC:-::=::-:-»:SfiN:B
G
-
Operating Lines
18,800,464
10,555,434
4,676,062
213,652
2,205,559
1,149,757
LA - San Bemardino
3,706,201
1,806,321
-
-
1,899,880
-
LA - Ventura (Burbank Jet to Moorpark)
2,931,616
1,933,694
-
-
-
997,922
LA - Lancaster
4,650,180
4,650,180
-
-
-
-
Fullerton - San Diego County Line
3,871,062
-
3,871,062
-
-
-
Olive Subdivision
360,927
-
360,927
-
-
-
Riverside Layover Facility
64,565
39,159
-
14,850
10,556
-
River Corridor
2,715,914
1,848,367
327,189
183,424
237,956
118,978
Extra -Ordinary Maintenance
500,000
277,714
116,884
15,378
- 57,167
32,857
(Derailments, Storm Damage)
Non -Operating Lines
1,221,269
1,091,167
-
-
130,102
-
Sierra Madre - Claremont (Pasadena Sub)
1,091,167
1,091,167
-
-
-
-
Baldwin Park Branch (San Bemardino Co.)
130,102
-
-
-
130,102
-
. . . . . . . : . Total :-:-:-::•:-: -::•:•:•::::-::-:- -:•»i:•:-20;021;7.33•:::>1I-646;602- •:-:-:•:-4;67. 062-::-:-1:-:•:-213;652- -:•:•:-:-:-:-:-:2. 35;66I- •::::-:1,149,757:
(1) Split of MoW net subsidy is by track miles (58.4% LACMTA and 41.6% SANBAG). Split MoW revenue forecast is by county specific revenues.
(2) Split of MoW net subsidy and MoW revenue forecast is by track miles (65.96% LACMTA and 34.04% VCTC).
(3) Split is by route miles (60.65% LACMTA, 23.00% RCTC, and 16.35% SANBAG).
(4) Split is assumed All Share (47.5% LACMTA, 19.8% OCTA, 14.4% SANBAG, 7.2% VCTC, and 11.1% RCTC) of cost in excess of revenues.
(5) Split is assumed All Share for derailments ($100,000) and percent of route miles owned (57.5535% LACMTA, 24.2709% OCTA, 10.6918% SANBAG,
6.4144% VCTC, 1.0694% RCTC) for storm damage, gate knockdowns, and vandalism.
•
4/3/2002 11:09 AM
Input03.xis-MOW
90
TABLE 3.10 -1
•
Southern California Regional Rail Authority
FY 02/03 Proposed Maintenance -of -Way Budget
Variance to FY 01/02 Budget & Forecast
Line Segment/Territory
FY 01/02
Approved
Budget
FY 01/02
Expenditure
Forecast
FY 02/03
Proposed
Budget
Variance
FY 02/03 Proposed vs
FY 01/02 Budget
(overrunder
Variance
FY 02/03 Proposed vs
FY 01/02 Forecast
(over)/under
-: eratin •dP...... g. . . . . . .•. .•.•.•.•.•.•.•. . •. .•. . . . .•. .•.•. . . . . . ... . . . . . . .:. .:
•.•.•.$18,773;681:::::::$1'1;353;810::::•:•:$18;800,464::::::
-::::::::($26,'78 }
::::::::::(51;446;53)
: >LA rSan Be na -:
:.......... ...rnardlrip::::::::::;:;::::::::::::::::::::: :::-:-:::::::::::::::: :::::::::::$4;281•666:::::::::::::$3;703;623:: :::::::::: 1,7063201-::•:•:•::::-:•:
$575,466.:::-::-::::::::::::'6.2 )
Track
5910,541
5722,644
5723,947
$186,594
(51,303)
Signal & Communications
51,497,390
51338,715
51,194,009
5303,381
5144,706
Structures
$175,549
$197,002
3175,957
_
(5408)
521,045
Procurement
5197,530
5179,106
5165909
531,621
513,198
Other
3652,880
5589,522
3594.092
358,789
Agency Costs
5847,777
5676,633
3852,287
(54,510 Z
(54,570)
._v'''ra .�.-
- >LA ..4ntu - . $u a '3ct tti f rb.olc.. ... .l�tiorpagk>:::�:�:::�:::::::::-:�.�:::::::::::::::
.:�:::-:::::$Z.843;k$A::::::::::::::$2.;%41'1'%:26:::::::::::::$2.:931;615:•
•:•:•:•($1:?•$;152)
(5(75,654)
•:•f$143,889)
Track
5649,522
5776,422
5765,512
(5115,990)
$10910
Signal & Communications
5761,520
5703,407
5810,082
(548,562)
Structures
5132,460
580,897
5144,882
(512,422)
(3106,675)
Procurement
3146,428
5179,198
3132,378
514,050
(563,985)
546,821
Other
5485,077
5495,513
5437,257
- $47,820
558,256
Agency Costs
5628,458
5532,288
3641,505
(513,047)
(5109,217)
A . Laneaster.................. :.•.•. . .
9 . . . . .•. 54,774774.:::::.:..54;472,,2366:::-:::::54.6Sd;181-::::::•:•:•:::::$32T,693•:::::::-:::::::-:($1.7$1.5)
$1,265,768
$1,170,886
31,119,143
3146,625
351,743
Track
Signal & Communications
51,301,880
51,197,417
51,182,383
5119,497
515,034
Structures
5241,956
5253,085
_
5236,510
55,446
5I6,575
Procurement
- 5247,733
5219,615
5218,772
. 528,960
3843
Other
5857,189
5748,961
5808,048
- $49,140
Agency Costs
51,063,248
$882,402
.•. .•. .•.$ -1.(12:A#:.•.:..•S3;&71-0162..:.......:.549&753
? . . . . . . . . . .
$700,581
51,085,324
, r . .
5919,375
- .. (522,076)
. . . .X .. , r.. )
(5192,930)
(359,087)
(3202,922)
92)
:�:�:�:•:::�':'{�$7b8;46)
($218,794)
t o.Count:•'::::�:':::::�:::::::•:�
. .. .g . . . . . . Y,L.r<e. . . . . . . . .....
. . . . . , .. .- . . . . . . . . . . .
• - - ':•: :•:':•: ::::::-:-:-':•:�:�:-:�:� -:�::: :_:_:_.:.:._.:. • .�:-:�::-: :•: :�:�: • - : :�:�:-:•:•:•:•:•: :
$3:372,309.
Track
5726,445
Signal & Communications
5646,950
5827,500
5983,264
(5336,314)
(3155,764)
Structures
5237,080
579,510
5194,607
$42,473
Procurement
5215,159
5165,108
5183,494
531,666
(3115,097)
Other
$623,227
5571,089
5647,701
(524,474)
(518,386)
(576,613)
Agency Costs
5923,448
5758,809
5942,621
($19,173)
: . . . . . . . . . . . . . . . . . . . . . . . . . . .•.•.•. -. . . . .• - . .•. . . .•. .•.•.•.•.•.•. .•. . . .
......:::$3(12;646.
-: : : : : : : $450,$0-7...:.::::::::::
.360;926;::;::;:;:::::-:::($?t?$:1)
(5183,812)
:::::::::::::::::::589;880:
Track
583,405
5185.052
389,002
(35,597)
596,050
Signal & Communications
581,510
5135,768
3121,971
($40,461)
513.797
Structures
52,483
$7,608
514,866
($12383)
(57,258)
Procurement
516,436
512,767
514,017
$2,419
(51,250)
Other
$48,271
546,597
549,065
(5794)
(52,468)
Agency Costs
570,541
563,014
572,006
(31,465)
(58,992)
4' .s e : . .
1 .es. it a oven • ti i ' - i. Y. . . . X<a . t tx..:::::::::::::: ::::::::::::::::: ::::: ::::::::550;423::::-::-::::::::S43a2$4:::::::::::::::::i4.:4•,*-::::-:::::':-:::::-:($4;14?7
::::::::::::::::::0.21:, 851
Track
518,150
511.770
516,704
51,446
Signal &Communications
50
54,376
58,018
(58,018)
($4934)
(53,642)
Structures
50
50
54,054
(54,054)
Procurement
54,483
52,547
$3,823
5660
(54,054)
Other
518,551
59,242
512,328
56,223
(51,276)
Agency Costs
519,239
515,345
519,638
(5399)
(53,086)
-' R Yet:CoYr - . 1dOt�:- � -• :-:-�-- '•'�'�'�'�'-'-'.'.'.'i?iii:�??:-:{'.-:?:<:::.:}-:-:�:':�:!� : . .:.-.�.:
.•.-.•.•.•.
:.•..•..52;4x5;40(1::::->::-:-:$3
SaA9>::::>:-:a�2,.71014::::-:':';:::::»;524(1:,5]4•
($4,293)
::: ::::.:::: : S37i;645
Track
3562,660
$582,072
$572,910
($10,250)
59,162
Signal & Communications
51,190,730
31,134,235
51,420,594
(5229,864)
Structures
560,378
310,037
572,167
(511,789)
(5286,359)
(562,130)
Procurement
579,788
$53,906
568,046
511,742
Other
3239,398
5255,002
5232,641
$6.758
(514,140)
522361
Agency Cosa
5342,446
5303,016
5349,556
(57,110)
1
(346,549
415/02,4:10 Ph, 0203,,,„ bS.XLS
TABLE 3.10 - 2
Southern California Regional Rail Authority
FY 02/03 Proposed Maintenance -of -Way Budget
Variance to FY 01/02 Budget & Forecast
•
Line Segment/Territory
FY 01/02
Approved
Budget
FY 01/02
Expenditure
Forecast
FY 02/03
Proposed
Budget
Variance
FY 02/03 Proposed vs
FY 01/02 Budget
(overyunder
Variance
FY 02/03 Proposed vs
FY 01/02 Forecast
(overyunder
-:•::::Lit .Or utarYMatnzeiiance...................•............
. . . . . . 00;1)6$-
_::-::-:::5475;143::.:-::::::•150006:; ::::::$D::
-:• : : : : : : : : X$24,$5.7j
(Derailments, Storm Damage, Gate Knockdowns, Vandalism)
-
-
-
Na.... .... mg f h1es... ..... .. .... .•. . . . . .•....•. .. .•......... :::::::::::$9:1:b,
015.-
-.-.-.•...-.$$6Q;Q1..::::::::::$1;.21:;:....:
::::-:-;:x$305;255)
-:::.:......1;259
:::::::stutk2A O :•PA : S g . : .:.:.:. . : : .
�hUR><=C�a�1Z�141..I:1'�'.(.. Srt...U..?... ................?82&..4P :
::.:: . : ::-.•:
.::::$7.0.4:3.6:
?$hfl?J;X6T:::
:-:($26d,6i?}
. . . . . . . . . . . . . . . .
:. -: :::<S3a1P-3:k1
Track
593,777
5107,461
5222,352
(3128,575)
(5114,891)
Signal & Communications
5189,810
5159,828
5312,064
(5122,254)
(517,352)
(5152,236)
(551,557)
Structures
536,706
52501
554,058
Procurement
559,767
537,387
550,970
58,796
(513,583)
Other
5189,923
5231,202
5189,884
539
541,318
Agency Costs
5256,514
5210,856
5261,839
(55,325)
(550.983)
. . . .. 1st ARK>} •'•:•:•A:••:-
aaric�i s. B�"���-:-
( .t` ).. . . . .
. . . . . . . . $ 9,S :
. . . . . . . $11[);7'1:.
.....5130,102:-
-:.(546,582)
-:-:: : : -:-1519;327j
Track
511,236
537,858
520,879
(59,643)
516,979
Signal & Communications
530,210
535,589
556,867
(526,657)
(521,278)
Structures
50
50
55,135
(55,135)
(55,135)
Procurement
55,677
53,226
54,842
5835
(51,616)
Other
518,027
$14991
517,505
5522
(52,513)
Agency Costs
524,369
519,109
$24,874
(5505)
(55,765
. . .. .. . . . nteaanc� . ...,..ay....... : . . . . . .. . . . . . . . . . . . .. ........::::::51.9;6.89;096:::::,•$..$,21..t8
t ....S20;021;733::.......•.�$?W4Ii•
.•.•. . . Sx( ,800i913)
Track
54,321,503
54,294,747
54,449,824
(512 8,321) 21 )
(5155,077)
Signal & Communications
• 55,700,000
55,536,836
56,089,252
(5389,252)
(5552,416)
Structures
5886,611
5630,641
5902,236
515,625 ( )
(5271,595)
Procurement
5973,000
5852,861
5842,251
5130,750
510,611
Other(1)
53,132,544
52,962,119
52,988,521
5144,023
(526,402)
Extra -Ordinary Maintenance
5500,000
5475,143
5500,000
50
(524,857)
Agency Costs
54,176,038
$3,461,473
54,249,650
(573,612)
(5788,177)
NOTES:
(1) "Other" includes vegetation control, vehicle repair, vehicle lease/remtal, rue!, ultrasonic rail inspection, and engineering.
•
4,5!02.4:1a PIA a2aa ewb& XLS
92
"
S C R R A F Y 2 0 0 2 - 0 3 B u d g e t
O t h e r - p a y m e n t s f o r v e g e t a t i o n c o n t r o l , v e h i c l e / e q u i p m e n t e x p e n s e , r a i l f l a w d e t e c t i o n , a n d
e n g i n e e r i n g w h i c h a r e a l l o c a t e d t o s e g m e n t s a n d c o u n t i e s o n t h e b a s i s o f t r a c k - m i l e s .
" A g e n c y C o s t s - S C R R A l a b o r , o v e r h e a d a n d n o n - l a b o r c o s t s a l l o c a t e d t o t h e M a i n t e n a n c e - o f -
W a y B u d g e t t h a t a r e a l l o c a t e d t o s e g m e n t s a n d c o u n t i e s o n t h e b a s i s o f t r a c k - m i l e s .
I n c l u d e d i n t h e a g e n c y ' s p o o l o f g e n e r a l e n g i n e e r i n g a r e f u n d s f o r t h e p u r p o s e o f c o n c e p t u a l
e n g i n e e r i n g a n d c a p i t a l p l a n n i n g t o b e t t e r i d e n t i f y s c o p e a n d c o n s t r u c t i o n c o n c e r n s p r i o r t o t h e
s u b m i s s i o n o f g r a n t a p p l i c a t i o n s .
M O W P r o j e c t i o n s b y L i n e
T h e F Y 2 0 0 2 - 0 3 M O W B u d g e t i s $ 2 0 . 0 m i l l i o n . T h i s i s 2 % h i g h e r t h a n t h e F Y 2 0 0 1 - 0 2 B u d g e t .
T h e m o d e r a t e d i n c r e a s e i s p r i m a r i l y d u e t o a s t a b l e m a i n t e n a n c e e n v i r o n m e n t , a n d a c o n c e r t e d
e f f o r t b y a g e n c y s t a f f t o m a i n t a i n c u r r e n t e x p e n d i t u r e l e v e l s w i t h o u t d e g r a d i n g t h e q u a l i t y o f
o p e r a t i o n s . H o w e v e r , c e r t a i n l i n e s e g m e n t s v a r y f r o m p r e v i o u s y e a r s d u e t o a n u m b e r o f f a c t o r s
i n c l u d i n g : a d d i t i o n s t o c o n t r a c t o r s t a f f i n g t o p r o v i d e g r e a t e r c o v e r a g e o f i n s p e c t i o n s a n d
m a i n t e n a n c e , a n d a n a d j u s t m e n t t o r e f l e c t s h i f t i n g a c t u a l e x p e n s e s . A l s o i n c l u d e d a r e m i n o r
i m p a c t s o f n e w p o s i t i o n s d i r e c t c h a r g i n g t h e M O W p r o g r a m , a n d t h e i n c l u s i o n o f f u n d s t o
p r o v i d e f o r t h e l e a s i n g o f a d d i t i o n a l M O W v e h i c l e s . T h e a v e r a g e M O W c o s t p e r t r a c k - m i l e i s
c a l c u l a t e d e x c l u d i n g E x t r a - O r d i n a r y M a i n t e n a n c e a n d A g e n c y C o s t s . F o r F Y 2 0 0 2 - 0 3 , t h e
a v e r a g e M O W c o s t i s p r o j e c t e d t o b e $ 4 7 , 2 2 3 p e r t r a c k - m i l e c o m p a r e d w i t h $ 4 6 , 4 2 4 p e r t r a c k -
m i l e b u d g e t e d i n F Y 2 0 0 1 - 0 2 . S o m e i n f l a t i o n a r y c o s t i n c r e a s e s h a v e b e e n a b s o r b e d b y
e c o n o m i e s a s s o c i a t e d w i t h t h e i m p r o v e d m a i n t e n a n c e c o n d i t i o n o f t h e p r o p e r t y a s a r e s u l t o f t h e
a g e n c y ' s R e n o v a t i o n a n d R e h a b i l i t a t i o n p r o g r a m . T h e f e a t u r e s t h a t m a k e s o m e l i n e s h i g h e r o r
l o w e r i n c o s t t h a n t h e S C R R A a v e r a g e s , o r a r e c h a n g e s f r o m l a s t y e a r a r e s u m m a r i z e d i n t h e
f o l l o w i n g l i s t . T h e f i g u r e s ( + ) a n d ( - ) s h o w f a c t o r s t h a t d r i v e t h e m a i n t e n a n c e b u d g e t h i g h e r o r
l o w e r .
A n a d d i t i o n a l f a c t o r i n t h e e s t i m a t i o n o f F Y 2 0 0 2 - 0 3 M O W e x p e n s e s h a s b e e n t h e
i m p l e m e n t a t i o n o f a n a l t e r n a t i v e m o d e l f o r t h e s u b m i s s i o n o f c o n t r a c t o r e s t i m a t e d e x p e n s e s . I n
a n e f f o r t t o s t a n d a r d i z e t h e c o n t r a c t u a l o b l i g a t i o n s u n d e r t h e a g e n c y ' s l a r g e s t s e r v i c e c o n t r a c t s ,
M O W c o n t r a c t o r s a r e n o w r e q u i r e d t o p r o v i d e , b y t e r r i t o r y , e s t i m a t e s o f t h e m a i n t e n a n c e o f
e f f o r t r e q u i r e d t o m a i n t a i n m e m b e r a g e n c y o w n e d r i g h t s o f w a y b a s e d o n s e r v i c e a s s u m p t i o n s
p r o v i d e d b y t h e a g e n c y . I t i s e x p e c t e d t h a t t h i s p r o c e s s w i l l p r o v i d e a m o r e c o m p r e h e n s i v e
a n a l y s i s b y s t a f f p h y s i c a l l y p e r f o r m i n g w o r k o n t h e g r o u n d . W h i l e t h i s p r o c e s s h a s s e r v e d t o
m o d e r a t e t o t a l c o s t s i n g e n e r a l , i n d i v i d u a l l i n e s e g m e n t c o s t s a r e v a r i e d f r o m y e a r s p a s t .
L o s A n g e l e s - S a n B e r n a r d i n o L i n e . ( 1 3 % d e c r e a s e f r o m t h e F Y 2 0 0 1 - 0 2 B u d g e t d u e t o
a d e c r e a s e i n b o t h T r a c k a n d S i g n a l M a i n t e n a n c e r e q u i r e m e n t s . ) T h e b u d g e t r e p r e s e n t s
t h e b a s i c m a i n t e n a n c e f o r c e p l u s a s u r f a c i n g c y c l e . F a c t o r s t h a t a f f e c t M O W c o s t s a r e :
+ V e r y h i g h d e n s i t y o f t r a i n t r a f f i c
+ H i g h d e n s i t y o f r o a d c r o s s i n g s
+ S o m e u n r e s o l v e d d r a i n a g e i s s u e s
+ A s s u m p t i o n o f R e d l a n d s F i r s t M i l e
4 / 8 / 0 2 , 1 2 : 0 9 P M 4 7
9 3
SCRRA FY 2002-03 Budget
•
- Capital rehabilitation is complete
- Light freight traffic
Los Angeles - Ventura County Line. (5% increase from the FY 2001-02 Budget.) The
signal system on this line was renewed between 1991 and 1995, and the crossing, rail,
and tie deficiencies of earlier years have been largely corrected by recent Rehabilitation/
Renovation work. Factors that affect MOW costs are:
+ High density of train traffic (including weekends)
+ Deteriorated track/ties at selected locations
+ High density of road crossings
+ Moderately heavy freight traffic (affects curve rail)
+ Tunnels and embankments
+ Poor ballast condition, embankment retains moisture
- Signal system is new
- Light to moderate curves and grades
Los Angeles — Antelope Valley Line. (7% decrease from the FY 2001-02 Budget.) A
considerable portion of this line has been recently improved. The major remaining
capital improvement issue is the deteriorated subgrade in the Newhall Tunnel (Tunnel
25), old rail from Sylmar to Saugus, and old ties from Sylmar to Tunnel 25. In addition,
the areas rehabilitated in 1994 for "earthquake" service are nearing tie replacement cycle
time. It is a mountain freight railroad, which means that great care is required to inspect
and control track geometry, curve rail wear, embankment stability (landslides and
washouts), and safety detectors. The capital budgets for 97/98 and 98/99 included
replacement of the worst of the old rail and ties, and the old signal system. This has
reduced the signal costs on this line. Factors affecting MOW costs are:
+ High curve and grade territory
+ Tunnel 25 subgrade is very poor
+ Frequent trains (below Via Princessa)
+ Some heavy freight traffic (affects curve rail)
+ Exposed to flood damage (requires extra inspections)
+ Poor ballast condition, embankment retains moisture
- Most of line has good rail, ties, and crossings
Fullerton - San Diego County Line. (15% increase from the FY 2001-02 Budget due
principally to an increase in Signal costs with the addition of a shared signal supervisor.
Costs are also increased by the need to add more evening work on the line as construction
and increased schedules decrease available maintenance windows.) This line is in good
to excellent condition. The budget has historically been the lowest per mile. Factors that
affect MOW costs are:
+ Frequent trains
+ Exposed to flood and ocean damage
- Very little significant curvature
- New track and signal system
•
•
4/8/02, 12:09 PM 48
94
SCRRA FY 2002-03 Budget
Olive Subdivision. (19% increase from the FY 2001-02 Budget. The primary reason for
the increase is the level of bridge and structures maintenance planned for the year.) This
line has received a significant cycle replacement of ties and surfacing, along with
renewed road crossings and a modernized signal system. However, most of the rail is old
and requires spot repairs to control defects. Factors that affect MOW costs are:
+ Narrow embankment
+ Old rail
- No significant curvature or grade
Riverside Layover Facility. (7% increase from the FY 2001-02 Budget.) This segment
has good track. However, this facility is requiring a four man track gang to inspect the
facility once per month. Additionally, the Operations Depat Intent has requested increased
minor repairs at the facility associated with bumper repair, derail installation and
additional signage. Factors that affect MOW costs are:
+ Small segment requires specific maintenance assignments
- Good Condition
River Corridor. (10% increase from the FY 2001-02 Budget.) This segment includes all
of the tracks on both sides of the Los Angeles River from Redondo Junction on the south
to Taylor on the north. It carries heavy freight and passenger traffic. Past capital
programs have upgraded most of the track and signals. Even with these improvements,
the track and bridges need continual maintenance. Factors that affect MOW costs are:
+ Heavy freight tonnage
+ Frequent trains
+ Many turnouts
+ Some locations of severe curvature
- Few road crossings
Sierra Madre - Claremont (Pasadena Subdivision) (32% increase from the FY 2001-02
Budget. All components of MOW activity are increasing on this line including Track,
Structures and Signal Maintenance as a result of the deteriorating condition of the ROW )
SCRRA is maintaining this property for the Pasadena Blue Line Construction Authority
under their agreement with the LACMTA. The line has jointed rail and wooden crossties
in an adequate condition to carry the small amount of freight traffic now on the line. This
condition is gradually deteriorating. The 1940s -style open wire signal system is
approaching the end of its useful life. Application is being made to FRA to retire the
Automatic Block Signal system, which will permit retirement of the pole line and
conversion of the old style crossing warning devices to solid state controls, as noted in the
Rehabilitation/Renovation Budget. Some road crossings are being improved within the
maintenance budget with the cooperation of community street departments. Some of the
crossing warning systems are also being upgraded to reduce trouble calls while in freight
4/8/02, 12:09 PM 49
95
SCRRA FY 2002-03 Budget
•
operation, and they will be compatible with passenger service. Factors that affect MOW
costs are:
+ Jointed Rail
+ Poor tie and ballast conditions
+ Some poor road crossings
+ Many road crossings
+ Obsolete open -wire signal system
- Low traffic levels
- Light curvature and grade
Rialto to Bench (Baldwin Park Branch) (45% increase from the FY 2000-01 Budget.
This increase is the result of the addition of an Inspectors Helper and the allocation of
increased contract wide costs.) This line is a very lightly used freight line with small rail
and old wooden ties. The forecast is an estimate of the time to inspect and make nominal
repairs only. Factors that affect MOW costs are:
+ Poor track and crossing conditions
+ Small segment requires specific maintenance assignments
- Very few trains
Extra -ordinary Maintenance This category covers damages due to vandalism, crossing
gate knockdowns, accidents, derailments, fires, storm damage and other expenses as
required. In years without unusual rainfall or train accidents, $500,000 has remained a
reasonable estimate and is continued in FY 2001-02. In other years, such as has been
experienced in FY 1999-00 with the El Nifio storms, the total can easily exceed
$3,500,000. These types of extreme conditions maybe covered by insurance or FEMA
reimbursement. However, insurance covers only SCRRA-owned bridges and facilities
and LACMTA-owned bridges, tunnels and facilities and has a $100,000 deductible per
storm. FEMA reimbursement has never been timely. It should be noted, neither Extra-
ordinary Maintenance nor Agency Costs are included in the calculation of MOW expense
per track mile.
4/8/02, 12:09 PM 50
96
SCRRA FY 2002-03 Budget
•
SECTION 4
SOUTHERN CALIFORNIA REGIONAL
RAIL AUTHORITY
CAPITAL BUDGET
4/8/02, 12:09 PM 51
97
SCRRA FY 2002-03 Budget
•
4/8/02, 12:09 PM 52
98
"
"
S C R R A F Y 2 0 0 2 - 0 3 B u d g e t
4 . 0 C A P I T A L B U D G E T
T h e C a p i t a l B u d g e t c o n s i s t s o f t w o m a j o r c o m p o n e n t s . T h e s e a r e R e h a b i l i t a t i o n / R e n o v a t i o n a n d
N e w C a p i t a l . T h e s e b u d g e t s a m o u n t t o $ 3 2 . 9 m i l l i o n a n d $ 8 7 . 1 m i l l i o n , r e s p e c t i v e l y , f o r a t o t a l
o f $ 1 2 0 . 0 m i l l i o n . D e t a i l s o f t h e C a p i t a l B u d g e t a r e d e s c r i b e d i n t h e f o l l o w i n g s e c t i o n s . I t
s h o u l d a l s o b e n o t e d t h a t e a c h y e a r a d d i t i o n a l f u n d s c o n t i n u e t o b e s o u g h t f o r t h e A g e n c y ' s
c a p i t a l p r o g r a m f r o m F e d e r a l , S t a t e a n d L o c a l a u t h o r i t i e s . I f a n d w h e n f u n d s a r e s e c u r e d , t h e s e
p r o j e c t s w i l l b e b r o u g h t t o t h e S C R R A B o a r d f o r a m e n d m e n t i n t o t h e b u d g e t .
4 . 1 R e h a b i l i t a t i o n / R e n o v a t i o n
R e h a b i l i t a t i o n / R e n o v a t i o n . p r o j e c t s a r e t h o s e p r o j e c t s t h a t r e p l a c e w o r n o u t a s s e t s w i t h l i k e o r
i m p r o v e d a s s e t s a n d t h u s e x t e n d t h e u s e f u l l i f e o f t h e s e c a p i t a l a s s e t s . R e h a b i l i t a t i o n / R e n o v a t i o n
r e c o m m e n d a t i o n s a r e b a s e d u p o n t o l e r a t i n g o n l y t h e m o s t m i n i m a l a n d m a n a g e a b l e r i s k o f
f a i l u r e . T h e p r o p o s e d R e h a b i l i t a t i o n / R e n o v a t i o n E x p e n d i t u r e s h a v e b e e n s e l e c t e d t o m e e t
p r o j e c t e d f u n d i n g a v a i l a b l e a n d a r e c h o s e n f r o m a l a r g e r f i e l d t h a t S C R R A s t a f f b e l i e v e s c a n b e
d e f e r r e d u n t i l f u t u r e y e a r s , b u t w i l l h a v e t o b e a d d r e s s e d e v e n t u a l l y . R e h a b i l i t a t i o n / R e n o v a t i o n
p r o j e c t s o f $ 3 2 . 3 m i l l i o n a r e s u m m a r i z e d i n T a b l e 4 . 1 . H o w e v e r , 2 0 o f t h e p r o j e c t s a r e o n g o i n g
p r o j e c t s t h a t w i l l n o t b e c o m p l e t e d i n F Y 2 0 0 1 - 0 2 f o r v a r i o u s r e a s o n s a s e x p l a i n e d b e l o w . T h e y
a m o u n t t o $ 1 0 m i l l i o n . T h e n e w p r o j e c t s a m o u n t t o $ 2 2 . 9 m i l l i o n a n d a r e a l s o d i s c u s s e d b e l o w .
O n g o i n g R e h a b i l i t a t i o n / R e n o v a t i o n P r o j e c t s
T h e f o l l o w i n g p r o j e c t s a r e o n g o i n g p r o j e c t s b u d g e t e d i n F Y 2 0 0 0 - 0 1 a n d F Y 2 0 0 1 - 0 2 a n d a r e n o t
e x p e c t e d t o b e c o m p l e t e d p r i o r t o J u n e 3 0 , 2 0 0 2 . T h e f i r s t f o u r ( 4 ) i t e m s a r e g r o u p e d f o r c l a r i t y
i n t h e i r r e l a t i o n s h i p t o o n g o i n g N e w C a p i t a l p r o g r a m s
1 . R A I L R E P L A C E M E N T I N C O N N E C T I O N W I T H K A I S E R S E C O N D M A I N
T R A C K C O N S T R U C T I O N .
S a n B e r n a r d i n o L i n e $ 7 1 1 , 1 4 0
T h e r a i l r e p l a c e m e n t i s d u e t o t h e f a t i g u e o f o l d r a i l i n s t a l l e d b y t h e f r e i g h t r a i l r o a d s m a n y y e a r s
a g o . T h e d e c i s i o n t o r e p l a c e r a i l i s d r i v e n b y o b s e r v i n g t h e w e a r p a t t e r n s a n d b y m o n i t o r i n g t h e
r a t e o f r a i l d e f e c t d e t e c t i o n . T h i s w o r k i s f u n d e d 6 0 % b y L A C M T A a n d 4 0 % b y S A N B A G .
T h i s p r o j e c t i s t o c o m p l e t e t h e r e p l a c e m e n t o f 1 9 6 3 m a i n t r a c k r a i l a t K a i s e r ( M P 4 5 . 4 0 t o 4 7 . 1 1 )
n e a r R a n c h o C u c a m o n g a a n d p l a c e i t i n t h e s i d i n g a t t h i s l o c a t i o n . T h i s w o r k w i l l b e d o n e i n
c o n j u n c t i o n w i t h t h e N e w C a p i t a l c o n s t r u c t i o n o f S e c o n d M a i n t r a c k .
2 . R A I L , T U R N O U T A N D R O A D C R O S S I N G P R O G R A M S I N C O N N E C T I O N
W I T H T H E U P G R A D E O F T H E M O O R P A R K / S T R A T H E R N S I D I N G S .
V e n t u r a L i n e
$ 3 , 0 6 1 , 5 9 1
a . M o o r p a r k / S t r a t h e r n S i d i n g R a i l P r o g r a m $ 2 , 0 7 4 , 4 0 4
4 / 8 / 0 2 , 1 2 : 0 9 P M 5 3
9 9
TABLE 4.1 - 1
SOUTHERN CALIFORNIA REGIONAL RAIL AUTHORITY
FY 2002-03 BUDGET
NDIT URES: ONGOI NG PROJECTS
... ..
No::
z :• {:•.'CFoSsirigReba6ilitatidris:•:Veritui ^a•C nunt9
. . ..... .-.. ... . ........ . ......:.... . . .. ....
'P�.1W:• :•:• :•'•:•.•'•:•:•::•:•'•:•: •:•::•::: :•:•::::::::::•::...: ..:: :.:.:{.; ; .: .: }:
Lirie(.VeitiCO):!•::•:•::•:•: •:•:<: •:: >
Line.. .•.; ...•.•.
Yeritui�a •:!�: •: •:�
Y .0.19).:•:•:
:•::•Buil>?eE :•:•::
: •::•:•:•:i:::•::::<:: •:•:•::•:::i:Local'hunds:•i;•:•:•:.:..{.:.. .:...:...: ...: .: ...:.}..;.. .'tale;.;.;.;
::::Fonds:.:':
rUPR.R;..:..;.;.,.ease ,...
•: .:•7.•(2).:•:•..
.-...:. ..
i.: Revende s. . .
is i: .N} 'I' A•::.:�: •:::::OCT (1}:• '•
it
• :•:•RCTG is
•: SH AG:(1 ':
O
•: Y.CTC:3)::
f
1
Rail Relacen tent: San Bernardino Li ne
San Bernardino
711,140
426,684
284 ,456
2a
MoorparklStrathem Siding
Vent ura
2,074,404
2,074,404
2b
Ra il Improvements - Ventu ra County Line
Ventura
115,548
115,548
2c
Tur nout Upgrades and Replacements - Ventura Cou nty Li ne (VE N CO)
Ventura
543,539
543,539
2d
Cro ssin g Rehabilitation s - Ventura Coun ty Line (Ve n CO)
Ventura
328,101
328,101
3a
Signal Improvements: Ventura County Line (Ven Co)
Ve ntura
100,641
100,641
3b
Signal Improvements on the Antelope Valley Line
A nt elope V
32,481
32,481
4
Maintenance Facility Upgrade
System
100,000
47,500
19,800
11,100
14,400
7,200
5
Tunnel 26 Safety Improvements
Vent ura
1,053,524
1,053,524
6
Drain age Study and M itigation
Orange
424,825
424 .825
7
Grade Crossing M on itor System
System
497,000
236,227
98 ,309
55,222
71,513
35 .729
8
Switch M achine & Rod RepliRepair: Riv er Corridor
River
134,239
63,805
26,553
14,915
19,316
9,650
9
Signal Improvements - River Corridor
River
64,356
30,589
12 ,730
7,151
9,260
4,626
10
Station and Right of Way Upgrades (San Bet Co)
San Bernardino
1,276,160
1,276,160
I la
Tumout Upgrades and Replacemen ts - Antelope Valley Line
Antelope V
464,244
464,244
1 1 b
Turnout Upgrades and Replaceme nts - San Bernardin o Line
San Bernardino
23,464
14,078
9,386
11 c
Turnout Upgrades and Replacements - Orange County Lin e
Orange
372 ,219
372,219
11 d
Turnout Upgrades and Replacements - River Corridor
Riv er
651,153
202,818
84,403
47,401
61,392
30,674
224,465
12
Special Track Work - Frog Replacement Riv er Corridor
Riv er
375,000
8,556
3,561
2,000
2,590
1,294
357,000
13
Rolling Stock Rehabilitation
System
650,000
129,555
273,929
28,700
199,250
18 ,567
..
....... . . ..::�Tbfa}CariyT`n nva�d�Pio}ebts:• i::• i:�: �: �: •:?i:�:i:�i:�::!� :•i:,::.::i
. ..... . . :
.;..66
9;992',.68:: 038
9 ,
:':'iia'656 ,53,:.1:.t.-6.,i2'9::e
.... ii 89•'•
... ; ..7� 22':.:.:.1,1:95:,5
! 94 7
69::;•
•h299 8• ''
3 2
•' ::::5.8.1:;4.6.5::.::.{:;i::,::
is
(1) OCTA and SANBAG "local" funds are 80% federa l funds and 20% local match.
(2) Per agreement with Union Pacific Railroad, work is associated with the River Corrido r.
(3) VCTC Funds arc 100% Federal
O
O
rehab_005/02,
•
•
O
TA110,1 - 2
SOUTHE RN CALIFORNIA REGIONAL R AIL AUTHORIT Y
FY 2002-03 BUDGET
REHABILITATION/RENOV ATION EXPENDITU RES: NEW PR OJECTS FO R FY 2002-03
Ia
Ib
Ic
Id
le
If
2a
2b
2c
2d
2e
2f
29
3a
3b
3c
3d
3e
3f
4a
4b
4c
5n
5b
5c
5d
5e
6
7
8
9a
9b
9c
9d
9e
9f
9g
10
II
Rail Program - Ventura County Line
Rail Program - Antelope Valley Line
Rail Program - San Bernardin o Line
Rail Program • Orange County Line
Rail Program - Inland Empire/Orange County Line (Oli ve Sub)
Rail Program - River Corridor
Woo d and Concrete Tie Program - Ventura County Line ( Ven Co)
Wo od and Concrete Tie Pro gram - Ventura County Line (LA Co)
Wood and Concrete Tie Program - An telope Valley Line
Wood and Concrete Tie Program - San Bernardino Line
Wood and Concrete Tie Program - River Corridor
Wood and Concrete Tie Program - Orange County Line
Wood and Concrete Tie Pro gram - 1EOC (Olive Sub)
Turno ut Program - Ventu ra County Line
Tumour Program - Antelope Valley Line
Turnout Program - San Bernardino Line
Turnout Program - Orange County Line
Turnou t Program - Inland Empire/Orange County Line (Olive Sub)
Turnout Program - River Corridor
Road Crossing Program - Ventura Coun ty Line
Road Cro ssing Program - San Bernardino Line
Road Crossing Program - Orange County Line
Bridge Replacement Program - Ventura County Line (Ven Co)
Bridge Replacement Program - Ventura County Line (LA Co )
Bridge Replacement Program - Antelope Valley Line
Bridge Replacement Program - San Bernardino Line
Bridge Replacement Program - Orange County Lin e
Rail Grinding
Replace Rail Crossing Fro gs
Union Station Platform Lighting Upgrades
Signal and Communication s Program - Ventura County Line
Signal and Communications Pro gram - A ntelope Valle y Line
Signal and Communications Program • San Bernardino Line
Signal and Co mmunications Program - Pasadena Subdivision
Signal and Communications Program - Orange County Line
Signal and Communications Program - Riv er Corridor
Signal an d Communicatio ns Program - Systemwide
Rolling Stock Rehabilitation Program
Crew Facility at San Bernardino Station
12 Sup ort Vehicles
�: •:•T4fnla!1C'tVa';gjQC[S}; •::;. ; • ;• ;•
::: 'oral: ic:04blilfation:anil Renovtion::.::• •:••y .
rehab_03. xls, 4/5/02,
Ventura
Antelope V
San Bernardino
Orange
Olive
River
V entura
yen tura
Antelope V
San Bernardino
River
Orange
Oli ve
Ventura
Antelope V
San Bernardi no
Orange
Olive
River
Ventura
San Bernardino
Orange
Ventura
Ventura
Antelope V
San Bernardino
Orange
System
River
System
Ventura
579,660
9,660
2,073,386
105,491
294,174
2,073,386
63,295
294,174
•
SETA ):_:::VCTC(3):
579,660
42,196
40,899
40,899
247,040
553,420
268,614
117,426
268,614
48,867
27,444
35,544
17,760
553,420
391,664
3,286,214
197,655
391,664
1,971,728
93,951
39,098
21,957
1,314,486
1,428,506
94,892
173,073
635,313
169,328
164,691
329,382
327,955
85,798
341,381
337,558
214,000
92,020
331,379
574,376
839,950
412,906
400,000
160,500
128,649
173,073
635,313
101,597
182,684
85,798
204 ,829
92,020
331,379
344,626
196,266
6,556
76,290
128,649
1,428,506
94,892
164,691
329,382
7,782
337,558
839,950
81,677
3,561
31,749
4,372
45,870
2,000
17,830
28,439
67,73 1
5,662
136,552
229,750
59,409
2,590
23,093
14,209
2,829
214,000
29,684
1,294
11,538
Antelope V
San Bernardino
San Bernardino
Orange
River
System
System
San Bernardino
System
189,256
749,670
197,950
348,872
200,625
1,649,405
3,500,000
250,000
500,000
22;865;652•:
189,256
449,802
197,950
95,363
784,012
1,188,325
118,833
237, 665
348,872
39,686
326,269
494,525
49,453
98,905
22,287
183,232
277,725
27,773
55,545
•10:802;3a9:• i:!• :•S:{00;486::•: :. :486;03.5;•:
.32,5 S7,d94: .12,458,885
299,868
28 ,866
237,316
359,700
35,970
71,940
14,423
118,576
179,725
17,973
35,945
124,623
382,000
:::6;41:6;825:. y: 852;924;:;:;•:•4;926;83:5:!•;{. ;986;605}}; :3;127;928
506;623
1,000,000
1: ,000;000', •
6 ,086,088: •:.:.:!.: • J:,000 000::
SCRRA FY 2002-03 Budget
•
The funding is State Interregional Transportation Improvement Program (RTIP) funds and was
amended into the FY 2000-01 Budget in March 2001. The work (all in Ventura County)
includes: Upgrading the Moorpark Siding for higher speeds by: Relaying the main track
Continuously Welded Rail (CWR) in the siding area and moving the recovered CWR to the
siding replacing the Jointed smaller Rail; and, Upgrade the Strathem Siding for higher speeds by
relaying the Main Track in the siding area and moving the recovered CWR to the siding
replacing the worn rail.
b. Ventura County Line Rail Program $115,548
The funding is 100% VCTC. The funds will be used for additional track work associated with the
Moorpark/Strathern Siding upgrades.
c. Ventura County Line Turnout Program $ 543,539
This funding is 100% VCTC. The work (in Ventura County) includes rehabilitation and
upgrading the Moorpark Turnouts in connection with the rail work mentioned above in b.
d. Ventura County Line Road Crossing Program $ 328,101
The funding is 100% VCTC. The work (all in Ventura County) includes rehabilitation of both the
Main Track and siding road crossing surfaces at Moorpark Ave. and Spring Rd.
3. SIGNAL IMPROVEMENTS IN CONNECTION WITH THE HASSON AND
NEWHALL SIDING EXTENSIONS. $ 133,122
The FY 2000-2001 work was delayed to capture as many as economies of production as are
available by consolidation of contiguous work on the Ventura County Line and Antelope Valley
Line with the above -mentioned Capital programs.
a. Ventura County Line (Ventura County — 100% VCTC)
b. Antelope Valley Line (100% LACMTA)
$100,641
$ 32,481
4. MAINTENANCE FACILITY UPGRADE IN CONNECTION WITH THE
INLAND EMPIRE MAINTENANCE FACILITY. $ 100,000
This project will upgrade the electrical capacity at the San Bernardino layover tracks. The FY
2000-2001 work was delayed to capture as many as economies of production as are available by
consolidation the contiguous work associated with the New Capital program to construct the
Inland Empire Maintenance Facility.
5. TUNNEL 26 SAFETY IMPROVEMENTS (Phase II) $1,053,524
VENTURA COUNTY LINE
This project the second phase of an ongoing project from FY 1998-99. Tunnel 26 is located on
the Ventura County Line. The tunnel is 7,369 feet long. This phase will address the emergency
egress of passengers from trains during unplanned stoppage and seismic anchor bolting. The
improvements under design will include lighting, walkways and further drainage. The project is
•
•
4/8/02, 12:09 PM 56
102
"
"
S C R R A F Y 2 0 0 2 - 0 3 B u d g e t
e s s e n t i a l f o r t h e c o n t i n u e d s a f e o p e r a t i o n o f M e t r o l i n k a n d A m t r a k p a s s e n g e r t r a i n s a s w e l l a s o f
f r e i g h t t r a i n s o p e r a t i n g i n t h e c o r r i d o r .
6 . D R A I N A G E S T U D Y A N D M I T I G A T I O N $ 4 2 4 , 8 2 5
T h i s F Y 2 0 0 1 - 2 0 0 2 p r o j e c t i s t o m i t i g a t e t h e e f f e c t s o f h e a v y r a i n f a l l a t v a r i o u s l o c a t i o n s i n
O r a n g e C o u n t y i n c l u d i n g 4 ` h S t r e e t i n S a n t a A n a , a n d a t M i l e p o s t 1 9 2 i n M i s s i o n V i e j o . I n p r i o r
y e a r s , t h e s e a r e a s h a v e b e e n i d e n t i f i e d a s p r o b l e m a r e a s a n d c o n c e p t u a l e n g i n e e r i n g h a s b e e n
p e r f o r m e d f o r r e m e d i a l a c t i o n . T h i s c u r r e n t p r o j e c t i s t o t a k e t h e d e s i g n t o c o m p l e t i o n , s e c u r e a l l
n e c e s s a r y p e r m i t s , a n d t o c o n t r a c t f o r t h e c o n s t r u c t i o n o f t h e m i t i g a t i o n m e a s u r e s . T h e
m i t i g a t i o n m e a s u r e s f o r 4 t h S t . a r e t o i n s t a l l c a t c h b a s i n s a n d s h o r t s e c t i o n s o f s t o r m d r a i n t o c a r r y
r a i n f a l l i n t o n e a r b y s t o r m d r a i n s . T h e w o r k a t M i s s i o n V i e j o i s t o s t a b i l i z e a n e a r t h e m b a n k m e n t
w i t h i m p r o v e d l o c a l d r a i n a g e a n d r e m o v i n g s o i l f r o m t h e c u t a r e a .
7 . G R A D E C R O S S I N G M O N I T O R - S Y S T E M $ 4 9 7 , 0 0 0
T h i s p r o g r a m i s t o c o n t i n u e w i t h t h e g r a d u a l i n s t a l l a t i o n o f t h e s e d e v i c e s o n a p r i o r i t y b a s i s o n
i m p o r t a n t g r a d e c r o s s i n g c o n t r o l s . T h i s s y s t e m u s e s s e n s o r s t o d e t e r m i n e t h e " h e a l t h " o f t h e
c r o s s i n g s y s t e m a n d w i l l c o m m u n i c a t e t o t h e M e t r o l i n k O p e r a t i o n s C e n t e r a n y e x c e p t i o n s . M a n y
o f t h e s e e x c e p t i o n s a r e s i t u a t i o n s t h a t c a n b e r e p a i r e d b e f o r e t h e c r o s s i n g a c t u a l l y f a i l s , t h e r e b y
a v o i d i n g d e l a y s t o t r a i n o r h i g h w a y t r a f f i c . I n a l l c a s e s t h e m o n i t o r s p r o v i d e d i a g n o s t i c
i n f o r m a t i o n t o s i g n a l p e r s o n n e l , r e d u c i n g t r o u b l e s h o o t i n g t i m e a n d a i d i n g p r o m p t m a i n t e n a n c e .
T h e c o s t s a r e a l l o c a t e d t o t h e l i n e s b a s e d u p o n t h e n u m b e r o f c r o s s i n g s t o b e e q u i p p e d e a c h y e a r .
8 . S W I T C H M A C H I N E / R O D R E P L A C E M E N T $ 1 3 4 , 2 3 9
T h i s F Y 2 0 0 0 - 2 0 0 1 p r o g r a m w a s d e l a y e d d u e t o a v a i l a b i l i t y o f U n i o n P a c i f i c f o r c e s a n d
c o o r d i n a t i o n . T h i s p r o g r a m i s t h e s y s t e m a t i c r e m o v a l a n d r e p l a c e m e n t o f t h e d u a l c o n t r o l p o w e r
s w i t c h m a c h i n e s a n d t h e i r a s s o c i a t e d c o n n e c t i n g r o d s . T h e s e d e v i c e s w i l l l a s t a p p r o x i m a t e l y t e n
y e a r s i n h e a v y s e r v i c e b u t n e e d t o b e r e h a b i l i t a t e d a t t h e e n d o f t h a t t i m e i n o r d e r t o a s s u r e
r e l i a b l e o p e r a t i o n . T h e m a c h i n e s a r e s e n t t o t h e m a n u f a c t u r e r f o r r e c o n d i t i o n i n g . T h i s w o r k i s
s c h e d u l e d f o r t h e R i v e r C o r r i d o r a n d i s f u n d e d u s i n g t h e R e v i s e d A l l s h a r e f o r m u l a .
9 . S I G N A L I M P R O V E M E N T S R I V E R C O R R I D O R $ 6 4 , 5 3 6
T h i s F Y 2 0 0 0 - 2 0 0 1 p r o g r a m w a s d e l a y e d d u e t o a v a i l a b i l i t y o f U n i o n P a c i f i c f o r c e s f o r t h e
t e s t i n g a n d a c t i v a t i o n o f t h e n e w s y s t e m . T h i s w o r k w i l l u p g r a d e t h e s i g n a l s y s t e m f r o m t h e F i r s t
S t . c r o s s o v e r t o a n e w s i g n a l a t Y u m a J u n c t i o n .
1 0 . S T A T I O N A N D R I G H T O F W A Y U P G R A D E S $ 1 , 2 7 6 , 1 6 0
T h i s F Y 2 0 0 1 - 2 0 0 2 p r o g r a m i s c u r r e n t l y i n t h e d e s i g n s t a g e f o r p l a t f o r m e x t e n s i o n s a t R i a l t o a n d
F o n t a n a . T h i s p r o g r a m w i l l r e h a b i l i t a t e a n d u p g r a d e o t h e r S t a t i o n i t e m s a n d R i g h t O f W a y i n S a n
B e r n a r d i n o C o u n t y . T h e i d e n t i f i c a t i o n o f o t h e r s p e c i f i c s t a t i o n i t e m s a n d u p g r a d e s i s c u r r e n t l y i n
d i s c u s s i o n w i t h a f f e c t e d M e m b e r A g e n c y s t a f f .
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SCRRA FY 2002-03 Budget
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11. TURNOUTS $1,511,081
The FY 2001-2002 program has been delayed by the need of a new Special Track Work
procurement contract requiring the update all of SCRRA turnout and other special track work
standards. Under the Rehabilitation/Renovation Program, entire turnouts and other special track
work are replaced with upgraded components, including sub -grade. Under ordinary
maintenance, the special track work is repaired, welded, ground and surfaced to extend its
surface life. The Rehabilitation/Renovation Program is to do the periodic renewals of the special
track work.
a. Antelope Valley Line $ 464,254
This funding is 100% LACMTA. The project is to replace three (3) Turnouts at MP5.4, MP25.3
and MP26.4.
b. San Bernardino Line $ 23,464
This funding is 60% by LACMTA and 40% by SANBAG. The project is to install switch ties in
three (3) Turnouts at MP 41.7, MP 52.1 and MP 52.3.
c. Orange County Line $372,219
This FY 2000-01 & 2001-02 program funding is 100% OCTA. The project will rehabilitate the
turnouts at MP 177.4 and MP 177.9. The turnouts will be upgraded from 115-1b. to 136-1b.,
consistent with the rail in this territory.
d. River Corridor $651,153
The work is funded $426,688 by all Member Agencies using the revised All -Share formula, and
$224,465 by UPRR under the East Bank Agreement. The project is to replace the west (north)
No. 14 Crossover at Dayton MP488.75. The No.14 Crossover at First St. MP483.1 (within Zone
2 of the UPRR Agreement) will also be replaced.
12. REPLACE RAIL CROSSING FROGS $375,000
Crossing frogs are special assemblies of steel castings and rail that permit the railroad tracks to
intersect, and have gaps for the rail wheel flanges. The engineering for the new Frogs is being
completed. This funding is $16,875 by all Member Agencies using the revised All -Share
formula, and $358,125 by Union Pacific under the East Bank Agreement. This item is to replace
current units where the two tracks of the East Bank Main Track cross the Coast Connector track
at grade. Existing units were installed in the 1950s and have reached the limit of economical and
safe repair.
13. ROLLING STOCK REHABILITATION $650,000
Funds are carried forward primarily as a result of the Head End Power program. This program
was initiated in FY 1998-99 as these units had been changed out under warranty in prior years.
The manufactures recommend the overhaul of the HEP engines between 10,000 and 12,000
hours of operation. Other funds include uncompleted cycle Rehabilitation program as referenced
below in New Projects #12.
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SCRRA FY 2002-03 Budget
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•
NEW PROJECTS FOR REHABILITATION/RENOVATION IN FY 2002-03
The following new projects are proposed for Rehabilitation/Renovation in FY 2002-03. This
year is the forth of a five-year cycle that has been developed by staff, working with funding
guidelines furnished by the Member Agencies and other sources. As such, some maintenance
needs are moved ahead or back various years to consolidate like work and achieve contracting
economies, in confidence that they will occur in the designated years. Other work, which has to
follow the regular wear of the facilities, is spread evenly through the years.
1 RAIL $3,340,651
Rail is replaced for two reasons: it is worn away by wheel flanges in curves, or it reaches the
fatigue life limit where small internal flaws grow into fractures. On the SCRRA system,
replacement rail is most often needed at sharp curves and where rail installed many years ago by
the freight railroads has reached the end of its useful life. The decision to replace rail is driven by
observing the wear patterns and by monitoring the rate of rail defect detection.
a. Ventura County Line $579,660
The program will replace worn rail on three curves between Moorpark and Strathern
b. Antelope Valley Line $2,073,386
The program will replace worn rail on 11 curves between Lang and Kocian and 3 curves at CP
Taylor. The old rail at Harold will be replaced and this used main track rail replace the Ravenna
siding rail.
c. San Bernardino Line
The program will rehabilitate worn rail on the
d. Orange County Line
The program will rehabilitate worn rail on the
worn curve rail on the Orange Wye track will
e_ Inland Empire Orange County Line (Olive
The program will rehabilitate worn rail on the
f. River Corridor
The program will rehabilitate worn rail on the
track from Mission to the Eastbank main track
the L.A. river leading to the Eastbank main
4/8/02, 12:09 PM 59
$105,491
curve at CP Hondo.
$294,174
curve at CP Maple, near the Orange station. The
be rehabilitated with used main track rail.
Sub.) $.40,889
curve between CP Meats and CP Maple.
$247,040
connector track curve between Union Station lead
. It will replace the Union Station lead track across
105
SCRRA FY 2002-03 Budget
•
2. WOOD AND CONCRETE TIES $6,220,965
Wood ties last about 35 years in this region. There are 3,250 ties per mile of track. This results
in the need to replace about 100 ties per mile per year to keep a stable track structure. The
SCRRA engineering standards and the FRA Track Safety Standards are predicated upon there
being a limited number of failed ties in the track, the redundant design of the track will enable the
remaining sound ties to hold the track in alignment, gauge, and surface. It is more economical to
replace about 25% of the ties on about 8 -year cycles with specialized crews than to replace a few
ties at more frequent intervals. Letting the track deteriorate until more than 25% of the ties have
failed results in rough and unstable track, a decrease in the life of the remaining ties, and the need
to reduce train speeds. The Rehabilitation/Renovation program is based upon keeping within this
range of tie replacement.
a. Ventura County Line $553,420
This funded is by VCTC. The program will replace approximately 25% of the wood ties on 3.3
miles of the main track MP 436.7 to MP 440.0 (Simi Valley).
b. Ventura County Line $268,614
This funded is by LACMTA. The program will replace all of the wood ties in Tunnel No. 28 MP
443.90.
c. Antelope Valley Line $391,664
This funding is by LACMTA. The program will replace approximately 25% of the wood ties on
the Sylmar siding. The program will also replace the wood ties with concrete ties in a sharp curve
at CP Kocian (MP 53.9 to 54.03)
d. San Bernardino Line $3,286,214
This work is funded 60% by LACMTA and 40% by SANBAG. The program will replace
approximately 25% of the wood ties on the main line at Cambridge between MP 32.4 to MP 44.5
(12.1 miles). The program will also replace an additional 25% of the wood ties on the main line
at Etiwanda between MP 47.6 to MP 55.2.
e. River Corridor (Union Station) $197,655
The funding is by all Member Agencies using the revised All -Share formula. The program will
replace the wood ties with concrete ties on the connector track curve between Mission and the
Eastbank main track. This will be done in conjunction with the rail program mentioned above in
1f.
f. Orange County Line $1,428,506
This work is 100% OCTA. The program will replace 30% of the wood ties between Serra and
the County Line (MP 203.8 to 207.4) on the Orange Comity Line, and 25% of the ties between
MP 173.2 and MP 174.7 (Lincoln) on the north main track, and replace the wood ties with
concrete ties on the curve at CP Maple, near the Orange station. This will be done in connection
with the rail program at this location referenced above in ld.
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S C R R A F Y 2 0 0 2 - 0 3 B u d g e t
g . I n l a n d E m p i r e O r a n g e C o u n t y L i n e ( O l i v e S u b . ) $ 9 4 , 8 9 2
T h e p r o g r a m w i l l r e p l a c e 2 0 % o f t h e t i e s o n t h e c u r v e b e t w e e n C P M e a t s a n d C P M a p l e . T h i s
w i l l b e d o n e i n c o n n e c t i o n w i t h t h e r a i l p r o g r a m a t t h i s l o c a t i o n r e f e r e n c e d a b o v e i n l f .
3 . T U R N O U T S $ 1 , 7 9 9 , 7 4 0
U n d e r t h e R e h a b i l i t a t i o n / R e n o v a t i o n P r o g r a m e n t i r e t u r n o u t s a n d o t h e r s p e c i a l t r a c k w o r k a r e
r e p l a c e d w i t h u p g r a d e d c o m p o n e n t s , i n c l u d i n g s u b - g r a d e . U n d e r o r d i n a r y m a i n t e n a n c e , t h e
s p e c i a l t r a c k w o r k i s r e p a i r e d , w e l d e d , g r o u n d a n d s u r f a c e d t o e x t e n d i t s s u r f a c e l i f e . T h e
R e h a b i l i t a t i o n / R e n o v a t i o n P r o g r a m i s t o d o t h e p e r i o d i c r e n e w a l s o f t h e s p e c i a l t r a c k w o r k .
a . V e n t u r a C o u n t y L i n e $ 1 7 3 , 0 7 3
T h i s f u n d i n g i s 1 0 0 % L A C M T A . T h e p r o g r a m w i l l r e h a b i l i t a t e t h e T u r n o u t a t M P 4 5 8 . 1
c . A n t e l o p e V a l l e y L i n e $ 6 3 5 , 3 1 3
T h i s f u n d i n g 1 0 0 % L A C M T A . T h e p r o g r a m w i l l r e h a b i l i t a t e t h r e e ( 3 ) T u r n o u t s a t M P 5 3 . 9 , M P
6 1 . 8 a n d M P 6 2 . 2 .
d . S a n B e r n a r d i n o L i n e $ 1 6 9 , 3 2 8
T h i s f u n d i n g i s 6 0 % L A C M T A a n d 4 0 % S A N B A G . T h e p r o g r a m w i l l r e h a b i l i t a t e t h e T u r n o u t
a t M P 4 4 . 3 .
e . O r a n g e C o u n t y L i n e $ 1 6 4 , 6 9 1
T h i s f u n d i n g i s 1 0 0 % O C T A . T h e p r o g r a m w i l l r e h a b i l i t a t e t h e t u r n o u t a t M P 1 7 9 . 4 a t t h e e a s t
e n d o f t h e T u s t i n w y e . T h e t u r n o u t w i l l b e u p g r a d e d f r o m 1 1 5 - I b . t o 1 3 6 - I b . , c o n s i s t e n t w i t h t h e
r a i l i n t h i s t e r r i t o r y .
d . I n l a n d E m p i r e O r a n g e C o u n t y L i n e ( O l i v e S u b . ) $ 3 2 9 , 3 8 2
T h i s f u n d i n g i s 1 0 0 % O C T A . T h e p r o g r a m w i l l r e h a b i l i t a t e t w o ( 2 ) t u r n o u t s a t M P 0 . 8 a n d 0 . 9
n e a r T u s t i n A v e . T h e t u r n o u t s w i l l b e u p g r a d e d f r o m 1 1 5 - 1 b . t o 1 3 6 - I b . , c o n s i s t e n t w i t h t h e r a i l
i n t h i s t e r r i t o r y .
f . R i v e r C o r r i d o r $ 3 2 7 , 9 5 5
T h e w o r k i s f u n d e d w i t h $ 2 0 3 , 3 3 2 b y M e m b e r A g e n c i e s u s i n g t h e r e v i s e d A l l - S h a r e f o r m u l a ,
a n d $ 1 2 4 , 6 2 3 b y U P R R u n d e r t h e E a s t B a n k A g r e e m e n t . T h e p r o g r a m w i l l r e h a b i l i t a t e t w o ( 2 )
T u r n o u t s a t C P C h a v e z ( M P 1 . 0 5 ) a n d t h e U P H a r b o r t u r n o u t a t 9 t h S t .
4 . R O A D C R O S S I N G S $ 7 6 4 , 7 3 7
U n d e r t h e R e h a b i l i t a t i o n / R e n o v a t i o n P r o g r a m , a n a l l o w a n c e i s s e t a s i d e f o r e a c h l i n e f o r e a c h
y e a r f o r t h e m a i n t e n a n c e s t a f f t o p l a n r e h a b i l i t a t i o n o f c r o s s i n g s . T h i s g i v e s t h e m a r e s o u r c e i n
p l a n n i n g t o r e s p o n d t o c i v i c r e q u e s t s t o r e p a i r o r u p g r a d e c r o s s i n g s , a n d t o w o r k o f f t h e w o r s t o f
t h e e x i s t i n g c r o s s i n g s e a c h y e a r . T h e n a t u r e o f t h i s w o r k w i l l v a r y b e t w e e n l i n e s a n d b e t w e e n
y e a r s o n e a c h l i n e .
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SCRRA FY 2002-03 Budget
•
a. Ventura County Line $ 85,798
The funding is 100% LACMTA. The program will rehabilitate ties, rail and crossing surface on
both main tracks crossings at Vineland Ave. (MP 459.61).
b. San Bernardino Line $ 341,381
This funding is 60% by LACMTA and 40% by SANBAG. The program will rehabilitate the
crossing surfaces, ties and rail at three (3) crossings at MP 38.1 (Grove Ave), MP 39.1 (Vineland
Ave.) and MP 53.0 (Riverside Ave).
c. Orange County Line $ 337,558
This funding 100% OCTA. The program will rehabilitate the crossing surfaces, ties and rail on
both main tracks crossings at E. Broadway Dr. (MP 167.89) and La Veta Ave. (MP 173.3). Any
existing 115-1b. rail in the crossings will be upgraded to 136-1b., consistent with the rail in this
territory.
5. BRIDGE REPLACEMENT $2,051,725
The Bridge Rehabilitation and Renovation capital program consists primarily of replacing
obsolete and decayed timber bridges with concrete and steel bridges. These bridges eliminate
maintenance due to decayed wood, eliminate fire danger and enlarge the channel opening
because the concrete spans are longer than the wood spans. This program also includes painting
of major steel bridges in future years and replacement of small timber structures with culvert pipe
when feasible. This program will also address improvements that will extend or insure the life
expectance of a structural unit.
a. Ventura County Line $214,000
This funding is 100% VCTC. The program will install additional bracing to the four (4) Arroyo
Simi bridges. This will extend or insure the life expectancy of the structures.
b. Ventura County Line $ 92,020
This funding is 100% LACMTA. The program will rehabilitate the deck on the bridge at MP
452.1 between Balboa Blvd. and Roscoe Blvd.
c. Antelope Valley Line $331,379
This funding is 100% LACMTA. The program will rehabilitate the ballast deck pile trestle bridge
at MP 35.3 near Santa Clairita.
d. San Bernardino Line $ 574,376
This funding is 60% by LACMTA and 40% by SANBAG. The program will replace the 72 foot
ballast deck bridge at MP 38.9 near Upland.
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S C R R A F Y 2 0 0 2 - 0 3 B u d g e t
e . O r a n g e C o u n t y L i n e $ 8 3 9 , 9 5 0
T h i s f u n d i n g i s 1 0 0 % O C T A . T h e p r o g r a m w i l l r e p l a c e t h e 2 8 f o o t b a l l a s t d e c k b r i d g e a t M P
2 0 2 . 7 ( S a n C l e m e n t e ) . T h e p r o g r a m w i l l a l s o i n i t i a t e t h e C i v i l d e s i g n f o r t h e r e p l a c e m e n t
s t r u c t u r e f o r t h e 1 9 1 f o o t S a n J u a n C a p i s t r a n o b r i d g e a t M P 1 9 5 . 8 .
6 . R A I L G R I N D I N G $ 4 1 2 , 9 0 6
T h i s p r o g r a m i s t o g r i n d t h e r a i l t o r e s t o r e t h e o r i g i n a l p r o f i l e a n d r e m o v e s u r f a c e d e f e c t s . A
r e g u l a r p r o g r a m o f r a i l g r i n d i n g w i l l m o r e t h a n d o u b l e t h e l i f e o f t h e r a i l , p a r t i c u l a r l y i n c u r v e d
t r a c k . T h e a m o u n t o f g r i n d i n g e x p e n s e i s a s s i g n e d t o e a c h l i n e o n a p p r o x i m a t e l y t h e m i l e a g e o f
t h a t l i n e .
7 . R E P L A C E R A I L C R O S S I N G F R O G S $ 4 0 0 , 0 0 0
T h i s f u n d i n g i s $ 1 8 , 0 0 0 b y a l l M e m b e r A g e n c i e s u s i n g t h e r e v i s e d A l l - S h a r e f o r m u l a , a n d
$ 3 8 2 , 0 0 0 b y U n i o n P a c i f i c u n d e r t h e E a s t B a n k A g r e e m e n t . T h i s i t e m i s t o r e p l a c e t h e s p e c i a l
t r a c k w o r k w h e r e t h e t w o t r a c k s o f t h e E a s t B a n k m a i n t r a c k c r o s s t h e Y u m a m a i n t r a c k a t g r a d e .
C r o s s i n g f r o g s a r e s p e c i a l a s s e m b l i e s o f s t e e l c a s t i n g s a n d r a i l t h a t p e r m i t t h e r a i l r o a d t r a c k s t o
i n t e r s e c t , a n d t h a t h a v e g a p s f o r t h e r a i l w h e e l f l a n g e s . T h e e x i s t i n g u n i t s w e r e i n s t a l l e d i n t h e
1 9 5 0 s a n d h a v e r e a c h e d t h e l i m i t o f e c o n o m i c a l a n d s a f e r e p a i r . T h e n e w f r o g s s h o u l d l a s t a
s i m i l a r l e n g t h o f t i m e . T h i s i s t h e s e c o n d o f t w o s e t s . A s i m i l a r i t e m i s r e f e r e n c e d i n O n g o i n g
P r o j e c t # 1 2 a b o v e .
8 . U N I O N S T A T I O N P L A T F O R M L I G H T I N G U P G R A D E S $ 1 6 0 , 5 0 0
T h i s p r o j e c t w i l l r e p l a c e a p p r o x i m a t e l y 2 7 0 l i g h t i n g f i x t u r e s o n t h e f i v e b o a r d i n g p l a t f o r m s a t
L o s A n g e l e s U n i o n S t a t i o n . C u r r e n t u n i t s a r e o v e r t e n y e a r s o l d a n d h a v e b e c o m e c o s t l y t o
m a i n t a i n . T h e r e p l a c e m e n t l i g h t i n g s y s t e m w i l l b e e n e r g y - e f f i c i e n t a n d i s e x p e c t e d t o
s i g n i f i c a n t l y r e d u c e m a i n t e n a n c e a n d u t i l i t y c o s t s .
9 . S I G N A L A N D C O M M U N I C A T I O N I M P R O V E M E N T S $ 3 , 4 6 4 , 4 2 8
a . V e n t u r a C o u n t y L i n e $ 1 2 8 , 6 4 9
T h i s f u n d i n g i s 1 0 0 % L A C M T A . T h i s p r o g r a m w i l l r e p a i r e r o s i o n a t t w o s i g n a l l o c a t i o n s w i t h
i n s t a l l a t i o n o f r e t a i n i n g w a l l s a n d r e p l a c e m e n t f i l l m a t e r i a l . S e c u r e & p r o t e c t s i g n a l e q u i p m e n t
e n c l o s u r e s b y i n s t a l l a t i o n o f f e n c i n g a n d u p g r a d e s t a n d b y p o w e r r e q u i r e m e n t s a t f o u r l o c a t i o n s
w i t h r e p l a c e m e n t i n s t a l l a t i o n o f L E D l i g h t s . L E D l i g h t s r e q u i r e a p p r o x i m a t e l y o n e - t h i r d t h e
e n e r g y t o l i g h t t h u s i n c r e a s i n g s t a n d b y p o w e r l i f e a n d d e c r e a s i n g c o m m e r c i a l p o w e r
r e q u i r e m e n t s w h e n n o t i n s t a n d b y . A l s o i n c l u d e d i s t h e i n s t a l l a t i o n o f d i s p a t c h e r c o n t r o l l e d
p o w e r o p e r a t e d s w i t c h m a c h i n e o n t h e e x i s t i n g d e r a i l a t C P W o o d m a n M P 4 5 6 . 1 0 .
b . A n t e l o p e V a l l e y L i n e $ 1 8 9 , 2 5 6
T h i s f u n d i n g i s 1 0 0 % L A C M T A . T h i s p r o g r a m w i l l s e c u r e & p r o t e c t s i g n a l e q u i p m e n t
e n c l o s u r e s b y i n s t a l l a t i o n o f f e n c i n g a n d u p g r a d e c r o s s i n g c o n t r o l s b y r e p l a c i n g t h e a n t i q u a t e d
c r o s s i n g c o n t r o l e q u i p m e n t a n d t h e e n c l o s u r e a t A l i s o C a n y o n R o a d , M P 5 7 . 9 9 .
4 / 8 / 0 2 , 1 2 : 0 9 P M 6 3
1 0 9
SCRRA FY 2002-03 Budget
•
c. San Bernardino Line $ 749,670
This funding is 60% LACMTA and 40% SANBAG. This program will: relocate & upgrade
Wayside detection equipment at CP Rancho MP 55.0. Install additional electronic modules used
in standby racks for constant warning equipment. Replace conditioners used to maintain
temperature stability in signal locations that have been in service for over five years. Replace
underground cabling at various locations between MP 11.1 and MP 11.2. Replace one constant
warning device at Temple Avenue at MP 16.07. Secure & protect Signal equipment enclosures
by installation of fencing. Upgrade standby power requirements with replacement installation of
LED lights. Continue a program to install event / analyzer monitoring equipment at each "at
grade' rail crossings.
d. Pasadena Subdivision $ 197,950
This funding is 100% LACMTA. This is the continuation of a program to remove the remaining
pole line on the Pasadena Subdivision before it becomes a liability due to failing in windstorms
or other situations. The program will be from MP 110.6 to MP 111.7.
e. Orange County Line $348,872
This funding is 100% OCTA. This program will: Upgrade the existing power system at CP
Tinkham MP 184.50. The existing commercial power configuration will not allow for the
continuous operation of the A/C system during peak heat periods due to inadequate power feed.
Replace deteriorated signal equipment due to high oxidation at various locations between MP
198.8 and MP 206.0. Upgrade standby power requirements with replacement installation of LED
lights. Continue a program to install event / analyzer monitoring equipment at each at grade rail
crossing.
f. River Corridor $200,625
The funding is by all Member Agencies using the revised All -Share formula. This program will:
Install crossing waning devices at a crossing on the "Coast Connecter" track at CP Main and at a
crossing on two Leads at CP Mission. Both crossings are now un-signaled. The crossings are
used for access by emergency vehicles and maintenance of way vehicles. Providing warning
systems on the crossings will improve the safety of both crossings. Secure & protect Signal
equipment enclosures by installation of fencing. Provide backup generated power for the East
Bank. Currently, due to line loss, the backup power supply is insufficient to provide power for
the East Bank in the event of a commercial power failure.
g. Systemwide $1,649,405
The funding is by all Member Agencies using the revised All -Share formula. The programs will:
Provide a mirror Dispatching server to be installed at a separate facility from the Metrolink
Operations Center (MOC) with it's own structure and power. This will serve as an alternate to
the MOC Dispatch server when or if a major failure occurs at the MOC. Provide significant
rehabilitation and upgrades to multiple radio relay points, provide upgraded communications
through the installation of modems for the agency's PA/CMS systems, new lenses for PA/CMS,
and provide Omni -Directional Antennas at Selected Control Points.
•
4/8/02, 12:09 PM 64
110
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S C R R A F Y 2 0 0 2 - 0 3 B u d g e t
1 0 . R E H A B I L I T A T I O N / R E N O V A T I O N O N R O L L I N G S T O C K $ 3 , 5 0 0 , 0 0 0
T h i s i t e m i s c o m p o s e d o f a n n u a l r e h a b i l i t a t i o n a n d r e n o v a t i o n p r o g r a m s o n S C R R A r o l l i n g
s t o c k . F u n d e d b y i n t e r e s t o n p r o c e e d s f r o m t h e U . S . L e v e r a g e d L e a s e T r a n s a c t i o n o n S C R R A
r o l l i n g s t o c k a n d m e m b e r a g e n c y f u n d s o n t h e r e v i s e d A l l s h a r e f o r m u l a . T h e e l e m e n t s o f t h e
o n g o i n g p r o g r a m s a r e d e s c r i b e d b e l o w :
C a r D o o r O p e r a t o r s
P r o p e r o p e r a t i o n o f d o o r s o n r a i l c a r s i s c r i t i c a l t o p r o v i d i n g a s a f e , e f f i c i e n t c o m m u t e r r a i l
s e r v i c e . T h e d o o r s a r e i n c o n s t a n t u s e a n d s u f f e r a f a i r a m o u n t o f a b u s e . T h e s c h e d u l e c a l l s f o r a
f o u r - y e a r c y c l e f o r t e a r d o w n a n d r e b u i l d o f t h e s e u n i t s .
T r u c k O v e r h a u l
T h e t r u c k a s s e m b l y s e r v e s a s t h e s u s p e n s i o n s y s t e m f o r c a r s , a l o n g w i t h s u p p o r t i n g w h e e l s a n d
b r a k i n g s y s t e m s . T h e t r u c k s s h o u l d o p e r a t e a p p r o x i m a t e l y 4 0 0 , 0 0 0 t o 5 0 0 , 0 0 0 m i l e s i f n o e x t r a -
o r d i n a r y w e a r o c c u r s .
H e a t i n g / V e n t i l a t i o n / A i r C o n d i t i o n i n g ( H V A C ) O v e r h a u l
T h e H V A C s y s t e m i s t h e m o s t i m p o r t a n t c u s t o m e r c o m f o r t a p p l i a n c e o n t h e c a r s a n d o p e r a t e s
u n d e r h e a v y d e m a n d i n o u r s e r v i c e f o r m u c h o f t h e y e a r . T h i s s y s t e m r e q u i r e s p e r i o d i c o v e r h a u l
a b o u t e v e r y f o u r y e a r s t o e n s u r e s t e a d y , r e l i a b l e p e r f o r m a n c e .
T r a c t i o n M o t o r s
E a c h l o c o m o t i v e h a s f o u r t r a c t i o n m o t o r s . T h e s e a r e l o c a t e d u n d e r n e a t h t h e u n i t a n d p r o v i d e
d r i v i n g e f f o r t t o t h e w h e e l s . T h e m o t o r s s h o u l d r u n a b o u t 4 0 0 , 0 0 0 m i l e s w i t h o u t n e e d i n g m a j o r
w o r k . A s w i t h t h e T r u c k O v e r h a u l p r o g r a m a b o v e , t h i s p r o g r a m i s s t a r t e d i n a d v a n c e o f t h e
m a i n t e n a n c e c y c l e t i m e .
R e p l a c e m e n t o f C a r p e t , S e a t s a n d I n s t a l l a t i o n o f A T S a n d L L E P M
T h i s p r o g r a m c o n s i s t s o f t h e r e p l a c e m e n t o f w o r n c a r p e t , s e a t c o v e r s a n d f o a m i n t h e r a i l c a r s .
T h e p r o g r a m a l s o i n c l u d e s i n s t a l l a t i o n o f A u t o m a t i c T r a i n S t o p ( A T S ) i n t h o s e l o c o m o t i v e s n o t
a l r e a d y e q u i p p e d s o a l l l o c o m o t i v e s c a n r u n i n A T S t e r r i t o r y s o u t h o f S a n t a A n a o n t h e O r a n g e
C o u n t y L i n e . T h i s s a m e p r o g r a m w i l l i n c o r p o r a t e t h e i n s t a l l a t i o n o f L o w L e v e l E x i t P a t h
M a r k i n g s t o m e e t n e w s t a n d a r d s .
R e h a b i l i t a t e a n d U p g r a d e C a b C a r s t o c u r r e n t s t a n d a r d s
T h i s p r o g r a m c o n s i s t s o f t h e r e d e s i g n o f t h e C a b a r e a s o n t h e o l d e r C a r s t o p r o v i d e a m o r e
s e c u r e , q u i e t e n v i r o n m e n t f o r t h e O p e r a t o r .
1 1 . C R E W F A C I L I T Y A T S A N B E R N A R D I N O S T A T I O N $ 2 5 0 , 0 0 0
T h i s p r o j e c t i s t o s u p p l e m e n t w o r k b e i n g d o n e a t t h e S a n B e r n a r d i n o S t a t i o n . C u r r e n t l y c r e w s
l a y i n g o v e r a t t h e s t a t i o n a r e h o u s e d i n a n o l d e r m o b i l e o f f i c e f a c i l i t y . T h e s e f u n d s w o u l d a l l o w
f o r t h e a d d i t i o n o f a p e r m a n e n t f a c i l i t y f o r c r e w l a y o v e r s a n d s i g n o n s , a n d w o u l d b e i n c l u d e d i n a
l a r g e r c o n s t r u c t i o n p a c k a g e b e i n g p u r s u e d b y S A N B A G a t a s u b s t a n t i a l l y l o w e r c o s t t o t h e
S C R R A b y u t i l i z i n g c u r r e n t c o n t r a c t o r s .
1 2 . V E H I C L E S $ 5 0 0 , 0 0 0
T h e s e f u n d s a r e f u n d e d b y a l l m e m b e r s u s i n g t h e a l l s h a r e f o r m u l a . T h e S C R R A c u r r e n t l y o w n s
a p p r o x i m a t e l y 1 3 5 r u b b e r - t i r e d v e h i c l e s u s e d i n t h e a g e n c y ' s O p e r a t i o n s , M a i n t e n a n c e o f W a y ,
4 / 8 / 0 2 , 1 2 : 0 9 P M 6 5
1 1 1
SCRRA FY 2002-03 Budget
•
Capital, and General Administrative pools. A significant number of these vehicles have reached
or exceeded their originally projected useful life. It is expected that this program is the first year
of a multi year vehicle replacement cycle during which the most critical needs will be addressed
originally, and the balance of the fleet will be scheduled for replacement on the basis of mileage
and repair costs. Approximately similar funding is expected to be programmed in future years so
as to avoid one time spikes in the funding requirements of members, and so as to allow for an
orderly and efficient cycle of procurement.
•
4/8/02, 12:09 PM 66
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S C R R A F Y 2 0 0 2 - 0 3 B u d g e t
4 . 2 N e w C a p i t a l
N e w C a p i t a l p r o j e c t s a r e t h o s e c a p i t a l p r o j e c t s t h a t e x p a n d t h e s y s t e m s u c h a s s i d i n g s , d o u b l e
t r a c k , u p g r a d e o f t h e s i g n a l s y s t e m , a n d n e w r o l l i n g s t o c k . F o r t h e F Y 2 0 0 2 - 0 3 B u d g e t , t h e
p r o j e c t s f o r t h e N e w C a p i t a l p r o g r a m a r e s h o w n i n T a b l e 4 . 2 a n d t h e e x p e n d i t u r e s a m o u n t t o
$ 8 7 . 4 m i l l i o n . A p p e n d i x 6 . 6 p r o v i d e s a l i s t i n g o f n e w p r o j e c t s f o r w h i c h f e d e r a l , s t a t e a n d l o c a l
f u n d s a r e b e i n g s o u g h t . I f a n d w h e n f u n d s a r e s e c u r e d , p r o j e c t s w i l l b e a m e n d e d i n t o t h e b u d g e t .
T h e f o l l o w i n g p r o j e c t s a r e o n g o i n g p r o j e c t s t h a t w e r e b u d g e t e d i n F Y 2 0 0 1 - 0 2 o r w e r e a m e n d e d
i n t o t h e B u d g e t a f t e r r e c e i p t o f a d d i t i o n a l f u n d i n g .
1 . P U R C H A S E O F 1 8 N E W T V M S $ 5 7 8 , 7 7 7
S Y S T E M W I D E
T h i s p r o j e c t i s a n o n g o i n g p r o j e c t f r o m F Y 1 9 9 7 - 9 8 . T h e T i c k e t V e n d i n g M a c h i n e s ( T V M s ) a r e
f u n d e d b y t h e f i v e m e m b e r a g e n c i e s b a s e d o n w h i c h c o u n t y w i l l u s e t h e m . F i v e o f t h e T V M s a r e
p r o p o s e d a s s p a r e s a n d f u n d e d b y a l l c o u n t i e s p e r t h e a l l - s h a r e f o r m u l a : L A C M T A 4 0 % ; O C T A
2 5 % ; R C T C 1 2 % ; S A N B A G 1 8 % ; a n d V C T C 5 % . T h i s b a l a n c e i s p r o p o s e d f o r t h e f i n a l
p a y m e n t o n 8 e x i s t i n g s t y l e T V M s p l u s a n o r d e r o f n e w 1 0 - k e y p a d m a c h i n e s .
2 . U P G R A D E T I C K E T V E N D I N G M A C H I N E S $ 1 1 , 0 7 3 , 0 1 8
S Y S T E M W I D E
T h e p r o j e c t w i l l p r o v i d e f o r n e w a n d / o r u p g r a d e d p a s s e n g e r r a i l t i c k e t v e n d i n g m a c h i n e s ( T V M s )
a t M e t r o l i n k a n d A m t r a k s t a t i o n s . F u n d i n g i n c l u d e s S t a t e f u n d s f o r t h e s o f t w a r e a n d
a d d i t i o n a l p a r t i c i p a t i o n f r o m A m t r a k a n d a C o n g e s t i o n M a n a g e m e n t a n d A i r Q u a l i t y ( C M A Q )
g r a n t . T h e f u n d i n g f o r t h i s p r o j e c t i s a u g m e n t e d b y i t e m # 1 a b o v e a n d i t e m # 7 b e l o w . T h e
p r o j e c t b e n e f i t s t h e e n t i r e M e t r o l i n k s y s t e m a s w e l l a s A m t r a k I n t e r c i t y s e r v i c e , a n d h a s t h e
p o t e n t i a l t o b e n e f i t o t h e r t r a n s i t p r o v i d e r s i n t h e r e g i o n . T h e s e n e w m a c h i n e s w i l l b e a b l e t o
v e n d e i t h e r M e t r o l i n k o r A m t r a k t i c k e t s a n d w i l l a l s o h a v e t h e p o t e n t i a l t o s e l l b u s t i c k e t s . T h i s
m e a n s t h a t f e w e r t o t a l c a p i t a l c o s t s f o r t i c k e t i n g m a c h i n e s a r e n e e d e d a n d s e r v i c i n g c o s t s a r e
l o w e r e d a n d s h a r e d .
T h e n e w m a c h i n e s w i l l b e a b l e t o v e n d d i f f e r e n t t y p e s o f t i c k e t s . F o r e x a m p l e , t h e y w i l l n o t o n l y
v e n d t i c k e t s f o r a r e g u l a r o n e - w a y , r o u n d - t r i p , 1 0 - t r i p , o r m o n t h l y p a s s f o r a d u l t , s t u d e n t ,
h a n d i c a p p e d , o r o f f - p e a k f a r e , t h e y w i l l a l s o a l l o w s o m e o n e t o b u y a t i c k e t f o r a f u t u r e d a t e a n d
s e v e r a l d i f f e r e n t t y p e s o f t i c k e t s a t o n c e . T h e y w i l l v e n d t i c k e t s f o r t r i p s u s i n g a n y c o m b i n a t i o n
o f M e t r o l i n k , A m t r a k a n d o t h e r t r a n s i t s e r v i c e s a n d b e a b l e t o a l l o c a t e t h e m o n e y c o l l e c t e d t o t h e
d i f f e r e n t o p e r a t o r s . F o r e x a m p l e , a p e r s o n w i l l b e a b l e t o b u y t i c k e t s a t a s i n g l e l o c a t i o n , i n o n e
t r a n s a c t i o n , a l l o w i n g t h e u s e r t o t r a v e l f r o m R i v e r s i d e u s i n g M e t r o l i n k , t h e n t r a n s f e r t o A m t r a k
t o S a n t a B a r b a r a , t h e n r e t u r n h o m e a n d d o t h i s s o t h a t b o t h M e t r o l i n k a n d A m t r a k g e t t h e i r
s h a r e o f t h e t i c k e t p r i c e . T h i s m a k e s t h e e n t i r e p a s s e n g e r r a i l n e t w o r k i n S o u t h e r n C a l i f o r n i a
m u c h m o r e u s e a b l e t o m a n y m o r e t r a v e l e r s .
4 / 8 / 0 2 , 1 2 : 0 9 P M 6 7
1 1 3
TABLE 4 .2
SOUTHERN CALIFORNIA REGIONAL RAIL AUTHORITY
FY 2002-03 BUDGET
NEW CAPITAL PROJECTS
1
to New t icnel v cu ein g rvlawm ca
- -•
2
Upgrade Ticket Vending M achines
System
11,073,018
1,476,500
1,189,000
8,407,518
3
Lincoln Avenue Double Track
Orange Co
14,155,600
250,000
13,905,600
4
PA/CMS installation at Orange Coun ty Stations
Orange Co
170,130
170,130
5
Fremont Siding
San Bern
3,399,079
1,878,395
301,358
1,219,326
6
Marengo Siding
San Bern
2,477,483
1,056,032
275,000
1,146,451
7
Upgrade TVMs to 10 -Key Pad Operation
Systent
1,600,000
1,600,000
8
Additional M etrolink Rollin g Stock Phase 1
System
4,754,452
4,754,452
9
Platform on South Side of Covina: Phase 1 (3)
San Be rn
1,505,879
505,879
1,000,000
10
Global Positioning System (GPS) (4)
System
125,414
125,414
I 1
San Ber Line Improvements - Pomona Double Tra ck
San Bern
13,154,990
11,254,990
1,900,000
12
San Ber Line Improvements - Kaiser Project
San Bern
12,352,382
12,352,382
13
Sun Valley Siding
Antelope V
3,924,085
3,924,085
14
Newhall Line Changes
Antelope V
967,956
$110,559
857,397
15
Grade Crossing Safety Program
System
434,633
$70,546
$20,710
9,472
$16,284
$7,988
309,633
16
New Cab Car Procurement
System
10,691,973
$1,229,177
9,462,796
17
Eastern Area Maintenance Facility Design
System
832,000
140,000
692,000
18
GPS and PACMS in San Bernardino
San Bern
445,000
445,000
19
Pedestrian Undererossing at Montclair
San Bern
1,800,000
$360,000
1,440,000
20
An telope Valley Line Changes at Santa Clarita
Antelope V
500,000
58,000
442,000
21
Platfor m Extension s in LA Cou nty
San Bern
2,200,000
2,200,000
.'
...
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Amended into the FY 2000.01 Budget - March, 2001
NewCap-FW4/5/2002 3:14 PM
•
•
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S C R R A F Y 2 0 0 2 - 0 3 B u d g e t
3 . L I N C O L N A V E N U E D O U B L E T R A C K $ 1 4 , 1 5 5 , 6 0 0
O R A N G E C O U N T Y L I N E
T h i s p r o j e c t i s a n o n g o i n g p r o j e c t f r o m F Y 1 9 9 8 - 9 9 . I t i s a m u l t i - y e a r p r o j e c t w h i c h i s f u n d e d
w i t h p r i o r y e a r S t a t e I n t e r c i t y R a i l f u n d s a n d f r o m O r a n g e C o u n t y ' s S B - 4 5 R e g i o n a l C h o i c e
P r o g r a m . A n a d d i t i o n a l $ 4 . 2 i n S t a t e a n d L o c a l F u n d s w e r e a m e n d e d i n t o t h i s p r o j e c t i n F Y
2 0 0 1 - 0 2 . T h e 1 . 8 - m i l e s e g m e n t b e t w e e n S a n t a A n a a n d O r a n g e o n t h e O r a n g e C o u n t y L i n e h a s
o n l y o n e m a i n t r a c k a n d c a u s e s s i g n i f i c a n t s c h e d u l i n g p r o b l e m s f o r b o t h t h e O r a n g e C o u n t y a n d
I n l a n d E m p i r e - O r a n g e C o u n t y L i n e s .
4 . P A / C M S I N S T A L L A T I O N A T O R A N G E $ 1 7 0 , 1 3 0
C O U N T Y S T A T I O N S
O R A N G E C O U N T Y L I N E
T h i s p r o j e c t p r o p o s e s i n s t a l l a t i o n o f P u b l i c A d d r e s s / C h a n g e a b l e M e s s a g e S i g n s ( P A / C M S ) a t
f o u r O r a n g e C o u n t y s t a t i o n s a n d i s f u n d e d b y O C T A . T w o e x i s t i n g s t a t i o n s , I r v i n e a n d
F u l l e r t o n , a n d t h e T u s t i n a n d L a g u n a N i g u e l s t a t i o n s w h i c h o p e n e d i n F Y 2 0 0 1 - 0 2 .
5 . F R E M O N T S I D I N G $ 3 , 3 9 9 , 0 7 9
S A N B E R N A R D I N O L I N E
T h e s i d i n g i n t h e I - 1 0 C o r r i d o r i s a n e w C T C c o n t r o l l e d p a s s i n g t r a c k ( s i d i n g ) o n t h e s i n g l e t r a c k
S a n B e r n a r d i n o l i n e b e t w e e n M a r e n g o ( n e a r L o s A n g e l e s ) a n d E l M o n t e a t M i l e p o s t 6 . 2 i n t h e .
c i t y o f A l h a m b r a , n e a r t h e F r e m o n t A v e . f r e e w a y i n t e r c h a n g e . I t h a s , i n t h e p a s t , b e e n i d e n t i f i e d
a s t h e " F r e m o n t " s i d i n g . T h i s p o r t i o n o f t h e r a i l l i n e i s l o c a t e d i n t h e c e n t e r m e d i a n o f I n t e r s t a t e
H i g h w a y 1 0 , w h i c h i s a v e r y n a r r o w r i g h t o f w a y w i t h r o o m f o r o n l y o n e t r a c k . A t M i l e p o s t 6 . 2
t h e h i g h w a y l a n e s a r e s e p a r a t e d , y i e l d i n g a w i d e r r i g h t o f w a y t h a t c a n b e u s e d f o r a s i d i n g a b o u t
1 0 0 0 f e e t l o n g . T h e w o r k w i l l c o n s i s t o f c o n s t r u c t i n g a r a i l w a y e m b a n k m e n t , t w o n e w t u r n o u t s ,
a b o u t 1 0 0 0 f e e t o f t r a c k , a n d t w o c o n t r o l p o i n t s ( s i g n a l s , p o w e r s w i t c h m a c h i n e s , a n d a s s o c i a t e d
c o n t r o l s ) . M o s t o f t h e w o r k i s w i t h i n r a i l r o a d r i g h t o f w a y b u t e a s e m e n t s m a y b e r e q u i r e d f o r
i n s t a l l a t i o n o f s o m e t r a c k a n d s i g n a l s ( a s w a s d o n e w i t h t h e o r i g i n a l c o n s t r u c t i o n o f t h i s l i n e ) .
S p e c i a l c o n s t r u c t i o n a c c e s s m u s t b e c o o r d i n a t e d w i t h C a l t r a n s .
6 . M A R E N G O S I D I N G $ 2 , 4 7 7 , 8 4 3
S A N B E R N A R D I N O L I N E
T h e s i d i n g o n t h e e a s t b a n k o f t h e L A R i v e r ( i d e n t i f i e d p r e v i o u s l y a s " M a r e n g o S i d i n g " a f t e r a
l o c a l s t r e e t ) i s l o c a t e d i m m e d i a t e l y n o r t h o f t h e H O V l a n e s o f I n t e r s t a t e 1 0 , S a n B e r n a r d i n o
F r e e w a y , a n d e x t e n d s f r o m t h e e a s t b a n k o f t h e L o s A n g e l e s R i v e r , a t P a s a d e n a J u n c t i o n ,
M i l e p o s t 1 . 0 , t o t h e i n t e r l o c k i n g " C P M a r e n g o " a t M i l e p o s t 2 . 5 , b e n e a t h t h e M a r e n g o S t r e e t
o v e r p a s s , i n t h e B o y l e H e i g h t s d i s t r i c t o f t h e C i t y o f L o s A n g e l e s . T h e e x i s t i n g t r a c k s t r u c t u r e
a n d g e o m e t r y l i m i t s t r a i n s o n t h e s i d i n g t o 2 5 M P H a n d t h e s p e c i a l t r a c k w o r k a t t h e P a s a d e n a
J c t . e n d i s d e t e r i o r a t e d a n d u n r e l i a b l e . T h i s p r o j e c t i s t o u p g r a d e a p a s s i n g s i d i n g t o m a i n l i n e
s t a n d a r d s a n d t o r e c o n f i g u r e t h e t u r n o u t s c o n n e c t i n g i t t o t h e r o u t e s l e a d i n g t o L o s A n g e l e s
U n i o n P a s s e n g e r T e r m i n a l . T h e p r o j e c t i s l o c a t e d o n S C R R A ' s S a n B e r n a r d i n o l i n e , w h i c h i s a
s i n g l e - t r a c k r a i l r o a d l i n e w i t h p a s s i n g s i d i n g s l o c a t e d a t f i v e t o t e n m i l e i n t e r v a l s . I n o r d e r t o
p r o v i d e r e l i a b l e b i - d i r e c t i o n a l s e r v i c e , t h i s i m p r o v e d s i d i n g i s r e q u i r e d .
4 / 8 / 0 2 , 1 2 : 0 9 P M 6 9
1 1 5
SCRRA FY 2002-03 Budget
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7. UPGRADE TVMS TO 10 -KEY PAD OPERATION $1,600,000
SYSTEMWIDE
This project was funded in the 1998 STIP Amendment with $1.6 million of SHA .funds. The
project will provide for new and/or upgraded passenger rail ticket vending machines (TVMs) at
Metrolink and Amtrak stations. This funding augments two existing projects described in the
New Capital Budget items #2 and #3. The project and its benefits are described in the New
Capital Budget item #3.
8. ADDITIONAL METROLINK ROLLING STOCK PHASE I $4,754,452
SYSTEMWIDE
This project was funded in the 1998 STIP Amendment with $11.5 million in STP funds.
Metrolink's ridership has continued to grow at an impressive rate. However, future growth will
be constrained by the lack of new equipment. These funds represent the current balance against
the original grant and will be available to make final payments of vehicles received in 2001-02 to
the vehicle manufacturer after final acceptance and settlement of any potential claims.
9. PLATFORM ON THE SOUTH SIDE OF COVINA:PHASE I $1,505,879
SAN BERNARDINO LINE
This project is funded through the application of $600,000 in LACMTA local funds retained by
the SCRRA from LACMTA's FY 1998-99 local funds surplus. Additional funding of $1 million
in State funds has been secured from the State Budget and was amended into the FY 2000-01
Budget. This project is to construct passenger platforms to permit passenger access to the
existing second tracks at the Covina station. The project consists of grading an embankment,
placing a concrete platform, installing passenger shelters, lighting, and landscaping, and
modifying utilities. An inter -track fence will be installed to prevent pedestrian access across the
tracks. Passengers will use the existing street crossing that has warning devices. All of the work
is to be done on railroad right-of-way, no property is to be acquired.
10. GLOBAL POSITIONING SYSTEM (GPS) $125,414
SYSTEMWIDE
This project received additional funding in the State Budget. The project has region -wide benefit.
GPS would provide real-time information to passengers regarding the location of trains
scheduled to arrive at Metrolink stations. The funds represent the balance. of the State funds
received and will complete the purchase and implementation of off -the -shelf GPS technology.
11. POMONA DOUBLE TRACK PROJECT $13,154,990
SAN BERNARDINO LINE
The funds for this project were amended in to the FY 2000-01 Budget upon approval of funding
by the State. This project is to install a second main track to create a 3.8 -mile length of "double
track" on SCRRA's single-track San Bernardino line. The project is located between mileposts
30.8 and 34.6, extending through Pomona and Claremont in Los Angeles County and Montclair
in San Bemardino County. The work consists of constructing track, signals, road crossings, and
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S C R R A F Y 2 0 0 2 - 0 3 B u d g e t
s t a t i o n p l a t f o r m s . T h e p r o j e c t i s b e i n g d e s i g n e d i n c o n s u l t a t i o n w i t h t h e P a s a d e n a B l u e L i n e
C o n s t r u c t i o n A u t h o r i t y , w h i c h c u r r e n t l y h a s o w n e r s h i p o f p a r t o f t h i s s e g m e n t o f t h e r i g h t o f
w a y .
1 2 . K A I S E R S I D I N G I M P R O V E M E N T P R O J E C T $ 1 2 , 3 5 2 , 3 8 2
S A N B E R N A R D I N O L I N E
T h e f u n d s f o r t h i s p r o j e c t w e r e a m e n d e d i n t o t h e F Y 2 0 0 0 - 0 1 B u d g e t u p o n a p p r o v a l o f f u n d i n g
b y t h e S t a t e . T h i s p r o j e c t i s t o i n s t a l l a n d e x t e n d t o t h e w e s t a n e w C T C c o n t r o l l e d p a s s i n g s i d i n g
o n t h e s i n g l e t r a c k S C R R A m a i n t a i n e d a n d o p e r a t e d S a n B e r n a r d i n o l i n e b e t w e e n t h e R a n c h o
C u c a m o n g a ( M i l e p o s t 4 2 ) a n d F o n t a n a s t a t i o n s ( M i l e p o s t 4 9 ) i n u n i n c o r p o r a t e d l a n d i n S a n
B e r n a r d i n o C o u n t y . T h e w o r k w i l l c o n s i s t o f c o n s t r u c t i n g a n e w p a s s i n g t r a c k ( w i t h r e l a t e d
s i g n a l s a n d s w i t c h e s ) a n d s h i f t i n g a n e x i s t i n g f r e i g h t s t o r a g e t r a c k t o t h e s o u t h . P r e s e n t l y i t i s 8 . 4
m i l e s b e t w e e n t h e p a s s i n g s i d i n g s a t C P R o c h e s t e r ( M P 4 2 . 3 ) a n d C P L o c u s t ( M P 5 0 . 7 ) . T h i s
p r o j e c t w i l l s i g n i f i c a n t l y r e d u c e t h i s g a p . T h i s p r o j e c t w i l l a l s o r e c o n f i g u r e t r a c k s a n d s i g n a l s a t
e a c h e n d o f t h e s i d i n g t o p e r m i t m o d e r a t e l y f a s t ( 4 5 M P H ) e n t r y t o t h e s i d i n g , a n d t o r e s o l v e
f r e i g h t / p a s s e n g e r c o n f l i c t s a t t h e w e s t e n d o f t h e p r o j e c t . T h e p r o j e c t w i l l i n c l u d e c o n s t r u c t i n g
t h e s i d i n g w e s t w a r d a b o u t 3 0 0 0 f e e t , t h r o u g h t h e C a l i f o r n i a S p e e d w a y s t a t i o n a r e a . T h e s p e e d i n
t h e s i d i n g b e t w e e n s w i t c h e s w i l l b e 6 0 M P H . T h e p r o j e c t i s l o c a t e d o n a s i n g l e - t r a c k r a i l r o a d
l i n e w i t h p a s s i n g s i d i n g s l o c a t e d a t f i v e t o t e n m i l e i n t e r v a l s . I n o r d e r t o p r o v i d e a d d i t i o n a l a n d
r e l i a b l e b i - d i r e c t i o n a l s e r v i c e , t h i s n e w s i d i n g i s r e q u i r e d .
1 3 . S U N V A L L E Y S I D I N G $ 3 , 9 2 4 , 0 8 5
A N T E L O P E V A L L E Y L I N E
T h e f u n d s f o r t h i s p r o j e c t w e r e a m e n d e d i n t o t h e F Y 2 0 0 0 - 0 1 B u d g e t u p o n a p p r o v a l o f f u n d i n g
b y t h e S t a t e . T h i s p r o j e c t i s t o i n c r e a s e r a i l p a s s e n g e r s e r v i c e b y b u i l d i n g t h e S u n V a l l e y S i d i n g
( p a s s i n g t r a c k ) o n t h e A n t e l o p e V a l l e y L i n e . M e t r o l i n k p r o v i d e s c o m m u t e r r a i l s e r v i c e o n t h e
A n t e l o p e V a l l e y L i n e b e t w e e n L a n c a s t e r a n d L o s A n g e l e s . T h e s i d i n g w i l l i n c r e a s e c a p a c i t y a n d
r e d u c e t r a v e l t i m e s o n t h e A n t e l o p e V a l l e y L i n e . T h e A n t e l o p e V a l l e y L i n e i s p r i m a r i l y a s i n g l e -
t r a c k l i n e w i t h w i d e l y s p a c e d p a s s i n g s i d i n g s .
1 4 . N E W H A L L L I N E C H A N G E S $ 9 6 7 , 9 5 6
A N T E L O P E V A L L E Y L I N E
T h e f u n d s f o r t h i s p r o j e c t w e r e a m e n d e d i n t o t h e F Y 2 0 0 0 - 0 1 B u d g e t a s a r e s u l t o f t h e r e c e i p t o f
F e d e r a l f u n d s . T h e l i n e c h a n g e s c o n s i s t o f c o n s t r u c t i n g a r e p l a c e m e n t t r a c k e m b a n k m e n t a n d
e i t h e r c o n s t r u c t i n g r e p l a c e m e n t t r a c k o r s h i f t i n g t h e e x i s t i n g t r a c k i n o r d e r t o b r o a d e n t h e r a d i u s
o f c u r v a t u r e a n d t h e r e b y p e r m i t h i g h e r s p e e d s o f o p e r a t i o n . A t N e w h a l l , m i l e p o s t 3 1 . 1 t o 3 1 . 6 ,
t h e r e a r e t w o r e v e r s i n g c u r v e s o f 4 d e g r e e s a n d 5 d e g r e e s , 3 6 m i n u t e s w h i c h r e s t r i c t s p e e d t o 4 5
M P H . T h i s p r o j e c t w i l l r e a l i g n a b o u t 0 . 5 m i l e o f t r a c k t o c u r v e s o f a b o u t 4 d e g r e e s a n d 3 0
s e c o n d s , w h i c h w i l l p e r m i t s p e e d s o f 5 5 M P H . T h i s s p e e d i n c r e a s e i s s i g n i f i c a n t b e c a u s e t h e
s p e e d o n b o t h s i d e s o f t h e s e c u r v e s i s 7 0 M P H a n d a n y i n c r e a s e h e r e a f f e c t s s i g n i f i c a n t d i s t a n c e s
e a c h w a y . I n a d d i t i o n t o t h e i n c r e a s e i n o p e r a t i n g s p e e d , t h i s r e d u c t i o n f r o m a v e r y s h a r p c u r v e
r e d u c e s m a i n t e n a n c e e x p e n s e s d u e t o r a i l w e a r
4 / 8 / 0 2 , 1 2 : 0 9 P M 7 1
1 1 7
SCRRA FY 2002-03 Budget
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15. GRADE CROSSING SAFETY PROGRAM $450,000
ANTELOPE VALLEY LINE
Funds for this project were originally amended in to the FY 2000-01 Budget as a result of the
receipt of Federal funds and additional funding was received in FY 2001-02. It involves
improvement of a grade crossing in the Sylmar area, located Northwest of the city of Los
Angeles would include both traditional and non-traditional hazard elimination measures. The
grade crossing at Van Nuys Boulevard handles 40,000 vehicles and 35 trains per day.
16. NEW CAB CAR PROCUREMENT $10,691,973
SYSTEMWIDE
The funds for this project were amended in to the FY 2000-01 Budget upon approval of, and
receipt of, Federal funding and is matched by with local funds from the LACMTA. The new
funding will allow for an additional 5 cab cars. Cost of the project also includes oversight of the
procurement. This oversight will be particularly important as these cars will be the first to
comply with new regulations recently adopted by the Federal Railroad Administration. A total of
$1.26 million in local funds has been committed to match this allocation of 2000 ITIP funds which
will be received as STP funding.
17. EASTERN AREA MAINTENANCE FACILITY DESIGN $832,000
SYSTEMWIDE
This project consists of the design and engineering stages for the development of an additional
facility to provide maintenance on SCRRA equipment. Current capacity constraints call for trains
to move to the agency's Central Maintenance Facility near downtown Los Angeles, often
requiring long moves to put equipment in position to resume commuter operations. With the
expected completion of the Inland Empire Maintenance Facility (IEMF) in June of 2002,
additional, but not sufficient, capacity is being added. This facility will further add to the ability
of the agency to more efficiently maintain equipment so as to provide minimal disruption to daily
commuter operations. The funds are State and Federal.
18. GPS and PA/CMS IN SAN BERNARDINO COUNTY $445,000
SAN BERNARDINO
This project is to provide for the final components of the agency's Global Positioning Satellite
systems in the additional locomotives received in FY 2002. It is also to provide for PA/CMS
installations at selected San Bernardino Line stations in San Bernardino County. The funding is
State SHA funds.
19. PEDESTRIAN UNDERCROSSING AT MONTCLAIR $1,800,000
SAN BERNARDINO
This new project is to design and construct a pedestrian undercrossing at the Montclair Station on
the San Bernardino Line. The funding is SANBAG Federal funds and include a 20% local match.
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S C R R A F Y 2 0 0 2 - 0 3 B u d g e t
2 0 . A N T E L O P E V A L L E Y L I N E C H A N G E A T S A N T A C L A R I T A $ 5 0 0 , 0 0 0
A N T E L O P E V A L L E Y L I N E
T h e l i n e c h a n g e s a t S a n t a C l a r i t a c o n s i s t o f c o n s t r u c t i n g a r e p l a c e m e n t t r a c k e m b a n k m e n t a n d
e i t h e r c o n s t r u c t i n g r e p l a c e m e n t t r a c k o r s h i f t i n g t h e e x i s t i n g t r a c k i n o r d e r t o b r o a d e n t h e r a d i u s
o f c u r v a t u r e a n d t h e r e b y p e r m i t h i g h e r s p e e d s o f o p e r a t i o n . A t S a n t a C l a r i t a , m i l e p o s t s 3 4 . 3 t o
3 4 . 7 , t h e r e a r e t w o 1 0 - d e g r e e c u r v e s , w h i c h w i l l b e r e d u c e d t o l e s s t h a n 6 d e g r e e s , r e s u l t i n g i n a
s p e e d i n c r e a s e f r o m 3 0 M P H t o a t l e a s t 5 0 M P H . I n a d d i t i o n t o t h e i n c r e a s e i n o p e r a t i n g s p e e d ,
t h i s r e d u c t i o n f r o m a v e r y s h a r p c u r v e r e d u c e s m a i n t e n a n c e e x p e n s e s d u e t o r a i l w e a r a n d f u e l
a n d b r a k i n g o f t r a i n s t o r e d u c e a n d i n c r e a s e s p e e d b e f o r e a n d a f t e r t h e c u r v e a n d w i l l t h u s r e d u c e
o v e r a l l o p e r a t i n g e x p e n s e s
2 1 . P L A T F O R M E X T E N S I O N S I N L O S A N G E L E S C O U N T Y
T h e f u n d i n g f o r t h i s p r o j e c t i s 1 0 0 % L A C M T A r e s u l t i n g i n t h e a p p l i c a t i o n o f p r e v i o u s y e a r ' s
e a r ' s
s u r p l u s s u b s i d i e s . T h e p r o j e c t i s t o d e s i g n a n d c o n s t r u c t u p t o t h r e e p l a t f o r m e x t e n s i o n s o n S a n
B e r n a r d i n o L i n e s t a t i o n s i n L o s A n g e l e s C o u n t y .
4 / 8 / 0 2 , 1 2 : 0 9 P M
7 3
1 1 9
SCRRA FY 2002-03 Budget
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S C R R A F Y 2 0 0 2 - 0 3 B u d g e t
4 / 8 / 0 2 , 1 2 : 0 9 P M
S E C T I O N 5
S O U T H E R N C A L I F O R N I A R E G I O N A L
R A I L A U T H O R I T Y
D E P A R T M E N T B U D G E T S
7 5
1 2 1
SCRRA FY 2002-03 Budget
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S C R R A F Y 2 0 0 2 - 0 3 B u d g e t
5 . 0 D E P A R T M E N T B U D G E T S
T h e s e v e n d e p a r t m e n t s o f t h e S C R R A c u r r e n t l y i n c l u d e :
" E x e c u t i v e
" S u p p o r t S e r v i c e s a n d T e c h n o l o g y
" O p e r a t i o n s
" E n g i n e e r i n g & C o n s t r u c t i o n
" E q u i p m e n t
" S t r a t e g i c D e v e l o p m e n t & C o m m u n i c a t i o n s .
" F i n a n c e
5 . 1 O r g a n i z a t i o n a l S u m m a r y
T a b l e 5 . 1 p r o v i d e s a r o s t e r o f a p p r o v e d p o s i t i o n s b y d e p a r t m e n t a l o n g w i t h t h e n e w p o s i t i o n s
p r o p o s e d f o r F Y 2 0 0 2 - 0 3 .
4 / 8 / 0 2 , 1 2 : 0 9 P M 7 7
1 2 3
TABLE 5.1 -1
SCRRA FY 2002-03 BUDGET
Southern California Regional Rail Authority
Roster of Current Positions and Staffing
F;ce, I va�r �nm_na
^ Department
Division
Position
Executive
Chief
Executive Officer
Chief Executive Officer
Executive Assistant
Board Secretary
Human Resources
Manager, Human Resources
Human Resources Analyst
Human Resources Representative
Human Resources Specialist
Support Services and Technology
Assistant Executive Officer
Assistant Executive Officer
Administrative Services
Records Management Specialist
Administrative Services Coordinator
Administrative Services Supervisor
Receptionist
Contract Administration and Procurement
Manager, Contract Administration and Procurement
Senior Contract Administrator (2)
Contract Administrator (3)
Buyer
Contract Document Processor
Administrative Assistant
Information Technology
Manager, Information Technology
Communications Signal Manager
Network Engineer
Network Administrator
Database Administrator
Railroad Services
Manager, Railroad Services
Railroad Services Assistant
Railroad Program Cost Analyst
Operations Administrative Manager
Operations Analyst
MOW Contract Administrator
Operations Contract Administrator
Signal and Communications Contract Administrator
Claims Administration
Manager, Claims Administration
Finance
Director of Finance
Director of Finance
Executive Assistant
Accounting
Manager, Accounting
Supervisor, General Accounting
Supervisor, Accounting Operations
Senior Financial Analyst
Senior Accountant
Accountant (3)
Accounting Specialist, Payroll
Accounting Specialist, Cash Management
Accounting Assistant (4)
Finance Contract Specialist
Budget
Manager, Budgets
Senior Budget Analyst
Budget Analyst
Assistant Budget Analyst
Fare Collection Services
Fare Collection Services Manager
Fare Collection Services Assistant
Operations
Director of Operations
Director of Operations
Manager, Operations
Safety and Security
Manager, Safety and Security
Safety Education Coordinator
Rail Safety Education Specialist (2)
System Safety Officer
Operations & Safety Assistant
Passenger Services
Manager, Passenger Services
Administrative Assistant
Customer Relations Manager
Operations Planner
Passenger Services Administrator
Passenger Service Manager
Station Coordinator (3)
Transportation Coordinator (3)
Customer Service Representative (5)
Passenger Services Specialist (2)
Ambassadors
Passenger Services Supervisor
Field Services Representative (4)
Ambassadors - Full Time (3)
Ambassadors - Part Time (22)
•
124
TABLE 5.1 - 2
SCRRA FY 2002-03 BUDGET
•
•
•
Southern California Regional Rail Authority
Roster of Current Positions and Staffing
Fiscal Year 2002-03
Equipment
Department
Strategic Devlopment and Communication
Engineering and Construction
Proposed Positons FY2002-03
Executive
Support Services 8 Technolo
Strategic Devlopment and Communication
Department
Division
Director of Equipment
Facilities & Fleet Maintenance
Director of Strategic Development and Communication
Marketing and Sales
Media and External Communications
Director of Engineering and Construction
Public Projects
Maintenance of Way
Signal and Communications
Construction (Civil)
Station Facilities
Position
Director of Equipment
Manager of Equipment
Equipment Engineer
Equipment & Vehicle Assistant
Mechanical Compliance Officer
Facilities & Fleet Maintenance Manager
Fleet Maintenance Supervisor
Director of Strategic Development and Communication
Executive Assistant
Governmental Affairs Manager
Grants Program Manager
Strategic Development Planner
Media Relations Advisor
Market Research Manager
Manager, Marketing and Sales
Marketing and Sales Assistant
Corporate Relations Administrator (2)
Event Marketing Administrator
Event Marketing Specialist
Manager, Media and External Communications
Community Relations Administrator
Publications Administrator
Communications Assistant
Public Information Specialist
Director of Engineering & Construction
Assistant Director of Engineering & Construction
Executive Assistant
Rules & Training Coordinator
Design Engineer
CADD Operator
Manager, Public Projects
Administrative Assistant
Right of Way Engineer
Public Projects Engineer
Assistant Engineer (2)
Construction Inspector (2)
Senior Construction Inspector (3)
Manager, Maintenance of Way
Administrative Assistant
District Maintenance Manager (2)
Structures Manager
Rehabilitation Project Manager
Bridge Inspector
Right of Way Coordinator
Manager, Signal & Communications
Signals and Training Assistant
District Signal Manager (2)
Senior Signal Engineer
Signal Designer
Signal CADD Operator
Manager, Construction (Civil)
Resident Engineer
Senior Construction Inspector
Station Facilities Manager
gy
Finance
Operations
Division
Human Resources
Assistant Executive Officer
Director of Strategic Development and Communication
Marketing & Sales
Accounting
Dispatching
Position
Administrative Assistant
Administrative Assistant
Geographic Information Systems (GIS) Analyst
Administrative Assistant
Administrative Assistant
Manager, Dispatching Operations
Dispatching Operations Supervisor (6)
Train Dispatcher (18)
Administrative Assistant
125
SCRRA FY 2002-03 Budget
•
5.2 Executive
The Executive Department is responsible for setting the strategic direction for the Agency based
on policy principles established by the Board of Directors. The Chief Executive Officer ensures
that business initiatives are accomplished by providing leadership to the management team and
staff and by maximizing our human resource potential.
Human Resources provides services to SCRRA including recruitment and selection, employee
relations, benefits administration, employee development and training, performance and salary
management, and compliance with equal employment opportunity/affirmative action regulations.
Executive Goals
Lead a strategic planning effort with a focus on business planning to achieve initiatives.
Evaluate the cost effectiveness and management efficiency in Metrolink's diverse contracting
environment.
Lead efforts to grow revenue and control costs while continuing to meet customer, contractor and
staff expectations.
Coordinate the effort to complete the remaining 13 items from the Peer Audit.
Sustain employee development and training programs, with a special focus on leadership
development and project management.
Provide a responsive recruitment and selection process to meet departmental human resource
objectives and equal employment opportunity.
Develop and gain commitment among the staff to improve employee morale and improve the
work environment by promoting continuous improvement.
Table 5.2 provides the budgeted expenses for this department
•
4/8/02, 12:09 PM 80
126
"
"
S C R R A F Y 2 0 0 2 - 0 3 B u d g e t
T A B L E 5 . 2
C H I E F E X E C U T I V E O F F I C E R
E X P E N D I T U R E S B Y E X P E N S E T Y P E
( $ 0 0 0 s )
i i i p e i } S e : T y
O p e r a t i n g B u d g e t
L a b o r
P u r c h a s e d T r a n s p o r t a t i o n
S e r v i c e s
U t i l i t i e s / L e a s e s
M a i n t e n a n c e - o f - W a y
I n s u r a n c e & L i a b i l i t y
O t h e r E x p e n s e s
S u b t o t a l D i r e c t O p e r a t i n g E x p e n s e s
I n d i r e c t T r a n s f e r t o O p e r a t i n g
C a p i t a l B u d g e t
L a b o r
S e r v i c e s
U t i l i t i e s / L e a s e s
C a p i t a l
O t h e r E x p e n s e s
S u b t o t a l D i r e c t C a p i t a l E x p e n s e s
I n d i r e c t A g e n c y S u p p o r t
L a b o r
S e r v i c e s
U t i l i t i e s / L e a s e s
M a i n t e n a n c e - o f - W a y
I n s u r a n c e & L i a b i l i t y
O t h e r E x p e n s e s
S u b t o t a l I n d i r e c t A g e n c y S u p p o r t
$ 6 8
4 4 8 .
2 .
8 6 .
I n d i r e c t T r a n s f e r t o O p e r a t i n g
I n d i r e c t T r a n s f e r t o C a p i t a l
I n d i r e c t T r a n s f e r t o R e c o l l e c t a b l e
6 0 6 .
1 , 1 3 2 .
$ 0 .
1 8 1 . 6
$ 7 9 4 . 7
6 1 4 . 2 .
0 . 0
4 9 . 4
1 , 4 5 8 . 4
( 1 , 1 3 2 . 2 )
( 1 8 1 . 6 )
( 1 4 4 . 6 )
4 / 4 / 2 0 0 2 1 : 2 4 P M
: : 6 . ] X 0 2 : : : : : : : : = : : :
" . . . g e # . . . . . . . . " . . " . ) 3
' Y : O " . > O : : . : : : : - . " . " A i
i i : g e C . > : : : " : F X : .
e : . . . . i : : : : : :
2
3
9
2
$ 7 9 . 6
9 0 0 . 0
-
7 8 . 5
_ . " :
$ 9 5 . 3
9 0 0 . 0
-
7 5 . 0
- . g d : t . > : "
2 0 %
0 %
S
1 , 0 5 8 . 1 1 , 0 7 0 . 3
( 4 % )
1 %
8 6 1 . 8 1 , 0 3 8 . 8
2 1 %
1 : ; 9 1 9 : 9 : : : : : : : : : ' : : 2 . 1 0 9 _ i E : : : : : : : : : : : :
: : . : } p ��% Q : : : : : : : : : : : : :
$ 0 . 0
$ 0 . 0
-
1 8 9 . 5
1 9 5 . 0
3 %
$ 1 : 8 9 : 5 "
. . . . . . . 3 :
$ 5 9 1 . 4
5 2 2 . 0
5 0 . 9
$ 7 3 2 . 8
5 2 2 . 0
9 3 . 2
2 4 %
0 %
8 3 %
1 , 1 6 4 . 3
1 , 3 4 8 . 0
1 6 %
( 8 6 I . 8 )
( 1 8 9 . 5 )
( 1 1 2 . 9 )
( 1 , 0 3 8 . 8 )
( 1 9 5 . 0 )
( 1 1 4 . 1 )
2 1 %
3 %
1 %
D e p t B u d g e t s b y E x p T y p e - F Y 0 3 x l s - E x e c
1 2 7
SCRRA FY 2002-03 Budget
5.3 Support Services and Technology
The department of the Support Services and Technology encompasses the departmental divisions
outlined below.
Railroad Services provides operating service contract administration, operating analysis,
management of railroad joint facility/shared use agreements, and program control of
maintenance -of -way and capital expenditures.
Claims Administration is responsible for procuring insurance and managing third party claims.
Contract Administration & Procurement provides centralized procurement and contract
administration services.
Information Technology supports hardware and software resources to maximize workflow
efficiency, identifies and implements technological enhancements to existing resources and
assists employees in the transition to new technologies.
Administrative Services handles records management, reprographic requirements, offices
supplies, office equipment and furniture.
Assistant Executive Officer Department Goals
Support staff through technological and process changes throughout the organization.
Manage renovation and expansion of Metrolink headquarters with minimal disruption to
employees.
Transition information technology staff and resources to provide more effective control and
support to users at the desktop level and the increasingly complex wide area network.
Maximize revenues under shared use agreements with freight and passenger railroads.
Complete development and communication of agency wide policies and procedures as well as
provide training in their implementation.
Create cost effective, management efficient contracts.
Ensure effective day to day contract implementation by vigilant attention to cost controls,
financial forecasting, and compliance with terms and conditions.
Increase competition in the contracting process, including online purchasing and competitive
bidding.
Ensure appropriate risk level in insurance coverage, reasonable premium levels, and efficient
management of claims.
Table 5.3 provides the budgeted expenses for this department.
•
•
4/8/02, 12:09 PM 82
128
"
"
S C R R A F Y 2 0 0 2 - 0 3 B u d g e t
T A B L E 5 . 3
S U P P O R T S E R V I C E S & T E C H N O L O G Y
E X P E N D I T U R E S B Y E X P E N S E T Y P E
( $ 0 0 0 s )
O p e r a t i n g B u d g e t
L a b o r
P u r c h a s e d T r a n s p o r t a t i o n
S e r v i c e s
U t i l i t i e s / L e a s e s
M a i n t e n a n c e - o f - W a y
I n s u r a n c e & L i a b i l i t y
O t h e r E x p e n s e s
S u b t o t a l D i r e c t O p e r a t i n g E x p e n s e s
I n d i r e c t T r a n s f e r t o O p e r a t i n g
S . " " g t a l : : O p e r 3 t . . . . . . . . . . . . . . .
B u s 1 g e . : . : . : .
C a p i t a l B u d g e t
L a b o r
S e r v i c e s
U t i l i t i e s / L e a s e s
C a p i t a l
O t h e r E x p e n s e s
$ 4 1 3 .
3 , 1 9 9 . 7
1 , 5 0 9 . 4
4 , 1 5 9 . 2
5 . 5
9 , 2 8 7 . 6
2 , 1 3 9 . 9
S u b t o t a l D i r e c t C a p i t a l E x p e n s e s
I n d i r e c t T r a n s f e r t o C a p i t a l
S : u l i t t i t a l : " C a p i . . . . . . 0 d g e
I n d i r e c t A g e n c y
L a b o r
S e r v i c e s
U t i l i t i e s / L e a s e s
M a i n t e n a n c e - o f - W a y
I n s u r a n c e & L i a b i l i t y
O t h e r E x p e n s e s
$ 1 2 0 . 9
1 4 . 8
1 3 5 . 8
3 4 3 . 2
S u b t o t a l I n d i r e c t A g e n c y S u p p o r t
$ 7 2 2 . 0
6 0 5 . 8
7 9 5 . 8
6 3 2 . 7
I n d i r e c t T r a n s f e r t o O p e r a t i n g
I n d i r e c t T r a n s f e r t o C a p i t a l
I n d i r e c t T r a n s f e r t o R e c o l l e c t a b l e
" f f : t a l ; : E z p e n s e s
2 , 7 5 6 . 3
( 2 , 1 3 9 . 9 )
( 3 4 3 . 2 )
( 2 7 3 . 2 )
: ' 1 ~ . 8 , 6 1 : , : ( ) ? : : : : = : : : : : : : : . : : :
0 : 4 0 : > : ' : : :
i ' ; : U ; 0 : : : : : : :
"
o i l '
: B i g e . : : : ? : : : : : : : : : : : : - : - : - : : . - , - . . . - . . s . : . : . : . : : : - : - : : : : : : : F
C h g e i ( o i i : :
' 0 : . - :
$ 8 1 0 . 0
2 , 0 1 4 . 1
2 , 1 9 6 . 5
2 , 8 1 5 . 0
2 3 5 . 8
$ 7 1 0 . 8
3 , 1 1 9 . 6
1 , 8 1 0 . 0
3 , 9 6 5 . 0
3 1 7 . 4
( 1 2 % )
5 5 %
( 1 8 % )
4 1 %
3 5 %
8 , 0 7 1 . 4
9 , 9 2 2 . 8
2 3 %
2 , 0 9 5 . 7
3 , 1 6 9 . 9
5 1 %
$ l O ; i 6 7 : X : : � > : = : < $ X 3 ) 0 9 2 7 > : < : = : : = : : � �
` a . .
$ 4 7 7 . 8
$ 2 8 5 . 7
( 4 0 % )
4 7 7 . 8
2 8 5 . 7
4 6 0 . 8
5 9 5 . 2
( 4 0 % )
2 9 %
: : : : : : : $ 9 3 8 ; 6 : ? : : : : : : : : : : = : : :
> : : : 8 8 9
$ 7 4 1 . 9
8 2 4 . 0
5 6 4 . 0
7 0 1 . 3
1 , 4 5 2 . 3
" 4 9 7 . 1
1 , 1 0 1 . 1
1 , 0 6 2 . 6
9 6 %
( 4 0 % )
9 5 %
5 2 %
2 , 8 3 1 . 2
4 , 1 1 3 . 1
4 5 %
( 2 , 0 9 5 . 7 )
( 4 6 0 . 8 )
( 2 7 4 . 6 )
( 3 , 1 6 9 . 9 )
( 5 9 5 . 2 )
( 3 4 8 . 1 )
5 1 %
2 9 %
2 7 %
, 3 ; 9 7 3 :
4 / 4 / 2 0 0 2 1 : 2 4 P M
D e p t B u d g e t s b y E x p T y p e - F Y 0 3 . x l s - S S T
1 2 9
SCRRA FY 2002-03 Budget
5.4 Operations
The Operating Department consists of the following three divisions as outlined below.
Operations manages train operations and dispatching through contracts with Amtrak and
through access agreements with freight railroads. The division, in conjunction with Strategic
Development and Communications, develops train schedules.
Safety manages all aspects of safety for the agency including health, public safety and security,
environmental regulatory compliance, and regulatory reporting. Safety and education training
programs are conducted system wide for passengers and the general public.
Passenger Services manages the call center, handles all customer inquiries and dissemination of
information, and provides station personnel, Ambassadors and Field Service Personnel for
passenger assistance.
Operating Department Goals
Reduce passenger injuries and right of way vandalism incidents by 10%.
Ensure operations and dispatching contractor meets all applicable federal and state regulations.
Operate trains without any operating rule violations or accidents.
Ensure high level of communication between staff and to customers.
Develop cost-efficient train schedules that meet passenger needs.
Improve on -time train performance to 95%.
Implement customer improvements at Los Angeles Union Station.
Initiate guard/ambassador pilot project.
Continue with installation of station phones for passenger information and security.
Implement the publication of customer service standards.
Table 5.4 provides the budgeted expenses for this department
•
•
4/8/02, 12:09 PM 84 130
"
T A B L E 5 . 4
O P E R A T I O N S D E P A R T M E N T
E X P E N D I T U R E S B Y E X P E N S E T Y P E
( $ 0 0 0 s )
O p e r a t i n g B u d g e t
L a b o r
P u r c h a s e d T r a n s p o r t a t i o n
S e r v i c e s
U t i l i t i e s / L e a s e s
M a i n t e n a n c e - o f - W a y
I n s u r a n c e & L i a b i l i t y
O t h e r E x p e n s e s
S u b t o t a l D i r e c t O p e r a t i n g E x p e n s e s
I n d i r e c t T r a n s f e r t o O p e r a t i n g
S u b t o t a l : O p e r a t i n g : B u c k g e t : :
C a p i t a l B u d g e t
L a b o r
S e r v i c e s
U t i l i t i e s / L e a s e s
C a p i t a l
O t h e r E x p e n s e s
S u b t o t a l D i r e c t C a p i t a l E x p e n s e s
I n d i r e c t T r a n s f e r t o C a p i t a l
I n d i r e c t A g e n c y
L a b o r
S e r v i c e s
U t i l i t i e s / L e a s e s
M a i n t e n a n c e - o f - W a y
I n s u r a n c e & L i a b i l i t y
O t h e r E x p e n s e s
S u b t o t a l I n d i r e c t A g e n c y S u p p o r t
I n d i r e c t T r a n s f e r t o O p e r a t i n g
I n d i r e c t T r a n s f e r t o C a p i t a l
I n d i r e c t T r a n s f e r t o R e c o l l e c t a b l e
$ 2 , 2 5 9 . 7
2 0 , 1 6 3 . 8
4 , 7 2 2 . 1
1 5 2 . 6
1 0 . 1
3 7 9 . 7
2 7 , 6 8 8 . 0
8 3 . 5
$ 5 . 0
4 7 . 9
2 . 8
5 5 . 7
1 3 . 4
$ 8 0 . 5
0 . 2
2 6 . 9
1 0 7 . 6
( 8 3 . 5 )
( 1 3 . 4 )
( 1 0 . 7 )
$ 2 , 4 2 6 . 1
2 1 , 4 4 3 . 3
5 , 3 3 8 . 1
4 1 4 . 4
2 9 , 6 2 1 . 9
$ 0 . 0
$ 0 . 0
S C R R A F Y 2 0 0 2 - 0 3 B u d g e t
. . . . . . . . .
: : : : : : : ����:
$ 2 , 7 2 9 . 8
2 3 , 3 2 2 . 5
5 , 9 7 6 . 9
4 0 7 . 3
3 2 , 4 3 6 . 6
$ 0 . 0
$ 0 . 0
: : F Y : : 2 : : E t i g e t : : : :
( 2 % )
1 0 %
4 / 4 / 2 0 0 2 1 : 2 4 P M
D e p t B u d g e t s b y E x p T y p e - F Y 0 3 . x l s - O p s
1 3 1
SCRRA FY 2002-03 Budget
5.5 Engineering & Construction
The department of Engineering and Construction encompasses the following divisions as
outlined below.
Maintenance -of -Way administers the contracts which provide for maintenance of track and
structures.
Signals & Communications administers contracts which install, test and maintain signals and
related communications devices that control train movements and provide warnings at road
crossings.
Capital Construction and Design oversees project design, development of engineering
standards, development of construction bid packages, and management of the construction
process.
Public Projects manages the design of third party projects and controls the entry/use of right of
way by others (i.e., road crossing, public utility construction, etc.)
Station Facilities is responsible for oversight of local station maintenance functions and their
compliance with federal requirements, coordinating implementation/maintenance of SCRRA
public facilities including station and public address/changeable message signage.
Rules and Training is responsible for administration of federally mandated operating rules and
practices that govern the performance of maintenance and construction on the railroad right of
way.
Engineering & Construction Department Goals
Ensure regular maintenance to eliminate derailments due to track or signal causes.
Ensure construction contractors are prepared to meet all applicable state and federal regulations.
Reduce the number of signal system defects identified in Federal Railroad Administration
inspections.
Manage rehabilitation/renovation construction projects to ensure quality completion on -time and
within budget.
Increase safety and reduce train delays on construction projects through training and
communciation.
Achieve compliance with the Americans with Disabilties Act Accessiblity Guidelines at all
Metrolink stations.
Regularly inspect stations to ensure good condition and repair of facilities and equipment.
Table 5.5 provides the budgeted expenses for this department
•
•
4/8/02, 12:09 PM 86
132
Operating Budget
Labor
Purchased Transportation
Services
Utilities/Leases
Maintenance -of -Way
Insurance & Liability
Other Expenses
Sitliti tal Qperatang:.uddget:::: _.
Sulitotal: C:apital:Bud'get::
. . . . . . . . . . . . . . . . . ......, •.. ..._,. .-. ,.. .�. . .•. . .�.�:.•:.t . ,- .$25.;914.8.-:
Indirect Transfer to Operating
Indirect Transfer to Capital
Indirect Transfer to Recollectable
:=::: .':0j -Q2:?:.:':":::.:.:::) Y:b2 03:: :::*:Clia ge-.17 . ii:.':
::) ikitget` :=::? :.:.:::_:.: idgei:: - ::::..:::E3.':02�:B ii ..e#::.
$1,757.2
782.9
882.8
14,395.8
262.8
$1,787.5
911.7
169.8
15,014.3
141.0
2%
16%
(81%)
4%
18,081.6
18,024.3
(46%)
6.7
1.8
(0%)
(73%) 1
$1,075.0
15.0
103,519.3
3.8
$1,083.9
200.0
84,020.2
3.7
. . . . . . . . . . . . . . . .
1%
1,233%
(19%)
104,613.1
85,307.8
(2%)
1.5
0.3
(18%)
(77%)
$9.0
$2.4
(74%)
9.0
2.4
(6.7)
(1.5)
(0.9)
(1.8)
(0.3)
(0.2)
(74%)
(73%)
(77%)
(77%)
SCRRA FY 2002-03 Budget
•
5.6 Equipment
The department of Equipment encompasses the two divisions outlined below.
The division of Equipment ensures availability of passenger cars and locomotives, and oversees
the contract with Bombardier to ensure proper maintenance of rolling stock.
The division of Facilities Maintenance maintains the Central Maintenance Facility (CMF) in
Los Angeles, the Metrolink Operations Center (MOC) in Pomona, outlying layover locations,
and the maintenance of non revenue, over the road fleet.
Equipment Department Goals
Ensure proper maintenance of rolling stock by contractor to provide adequate equipment
availability and reliability, thereby reducing operating delays due to equipment failures and/or
shortages.
Ensure proper maintenance of "rubber -tired" vehicle fleet by contractor to provide adequate
vehicle availability and reliability.
Ensure maintenance contractor is prepared to meet and comply with implementation of new
Federal Railroad Administration regulations contained in 49CFR238.
Oversee safety plan implementation and audit contractor performance in adhering to passenger
rail equipment safety standards.
Facilitate the purchase and delivery of new cab cars and locomotives while ensuring contractor
conformance to contract specifications.
Develop plans for the specifications, scheduling, cost estimation, and implementation of heavy
overhauls for locomotives, cars and facilities subsystems.
Ensure that agency owned or occupied facilities are maintained properly and kept in compliance
with all applicable regulations.
Table 5.6 provides the budgeted expenses for this department
•
4/8/02, 12:09 PM 88
134
Purchased Transportation
Services
Utilities/Leases
Maintenance -of -Way
Insurance & Liability
Other Expenses
Indirect Transfer to Operating
Indirect Transfer to Capital
Indirect Transfer to Recollectable
SCRRA FY 2002-03 Budget
5.7 Strategic Development & Communications
The department of Strategic Development and Communications encompasses the divisions
outlined below.
Governmental Relations develops state and federal legislative initiatives, designs and
implements related advocacy programs, and assists in the identification of governmental funding
sources.
Grants Development & Programming coordinates the identification of and application for
local, state and federal funding; oversees grant reporting; assists in strategic, capital, and special
project planning.
External Communications coordinates stakeholder relations efforts, internal and external
publications, agency website and station city initiatives.
Media Relations coordinates general media inquiry response, crisis communications and
editorial outreach.
Marketing & Sales promotes Metrolink commuter and other services through advertising,
promotions, special events, sales, and merchandising.
Research provides market research, ridership forecasting and analysis, and marketing program.
evaluations.
Strategic Development & Communications Goals
Increase ridership by expanding Metrolink's market share through effective marketing, public
information, and communication efforts.
Define and implement a strategy to enhance federal and state funding as well as influence the
regulatory environment affecting services.
Build long-term relationships with our customers/stakeholders by maintaining a consistent, high
quality identity. Enhance awareness of SCRRA and its services.
Evaluate effectiveness of marketing projects and assess the short and long term market potential
and trends for current lines, non -riders and connecting transit.
Maintain a high -quality image of agency and its services in general and industry media
Identify and meet customers' changing expectations and lifestyles.
Maximize funding to augment regional and local investment in service, capital projects and
station area improvement projects.
Table 5.7 provides the budgeted expenses for this department
•
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4/8/02, 12.09 PM 90 136
"
"
S C R R A F Y 2 0 0 2 - 0 3 B u d g e t
T A B L E 5 . 7
S T R A T E G I C D E V E L O P M E N T & C O M M U N I C A T I O N S
E X P E N D I T U R E S B Y E X P E N S E T Y P E
( $ 0 0 0 s )
O p e r a t i n g B u d g e t
L a b o r
P u r c h a s e d T r a n s p o r t a t i o n
S e r v i c e s
U t i l i t i e s / L e a s e s
M a i n t e n a n c e - o f - W a y
I n s u r a n c e & L i a b i l i t y
O t h e r E x p e n s e s
S u b t o t a l D i r e c t O p e r a t i n g E x p e n s e s
I n d i r e c t T r a n s f e r t o O p e r a t i n g
S u b t o t a l : Q p e r a t i i i g : B i i # g e # : : : : : = : : ��:
C a p i t a l B u d g e t
L a b o r
S e r v i c e s
U t i l i t i e s / L e a s e s
C a p i t a l
O t h e r E x p e n s e s
S u b t o t a l D i r e c t C a p i t a l E x p e n s e s
I n d i r e c t T r a n s f e r t o C a p i t a l
S u b t o t a l : C a p i � a l : B : u i i g e t : : : > : : : : :
I n d i r e c t A g e n c y
L a b o r
S e r v i c e s
U t i l i t i e s / L e a s e s
M a i n t e n a n c e - o f - W a y
I n s u r a n c e & L i a b i l i t y
O t h e r E x p e n s e s
S u b t o t a l I n d i r e c t A g e n c y S u p p o r t
I n d i r e c t T r a n s f e r t o O p e r a t i n g
I n d i r e c t T r a n s f e r t o C a p i t a l
I n d i r e c t T r a n s f e r t o R e c o l l e c t a b l e
$ 8 0 9 . 3
1 , 2 7 4 . 2
4 . 2
1 1 . 2
3 7 4 . 2
2 , 4 7 3 . 0
1 9 3 . 9
$ 0 . 0
1 6 . 5
0 . 3
1 6 . 8
3 1 . 1
$ 2 2 7 . 6
1 3 . 3
0 . 3
8 . 6
2 4 9 . 7
( 1 9 3 . 9 )
( 3 1 . 1 )
( 2 4 . 8 )
' o t a 1 E x p e n s e s
. 7 1
$ 1 , 2 8 2 . 7
1 , 5 8 3 . 8
0 . 5
6 3 3 . 9
3 , 5 0 0 . 9
2 1 4 . 4
$ 0 . 0
4 7 . 1
$ 2 8 9 . 6
2 8 9 . 6
( 2 1 4 . 4 )
( 4 7 . 1 )
( 2 8 . 1 )
$ 1 , 3 7 7 . 9
1 , 7 2 5 . 1
2 . 5
5 0 8 . 3
3 , 6 1 3 . 7
2 9 0 . 1
$ 0 . 0
5 4 . 5
$ 3 7 6 . 4
3 7 6 . 4
( 2 9 0 . 1 )
( 5 4 . 5 )
( 3 1 . 8 )
7 %
9 %
4 5 6 %
( 2 0 % )
3 %
3 5 %
1 6 %
3 0 %
3 0 %
3 5 %
1 6 %
1 3 %
; 9 5 8 : 2 : : :
4 / 4 2 0 0 2 7 : 2 4 P M
D e p t B u d g e t s b y E x p T y p e - F Y 0 3 . x l s - C & D
1 3 7
w
SCRRA FY 2002-03 Budget
5.8 Finance
The department of Finance encompasses the divisions outlined below. In addition, the
department is responsible for managing investments and pursuing financing to benefit capital and
operating objectives.
Budget develops, monitors and manages the annual budget and related financial plans.
Accounting manages the financial activities of projects and services including revenue
collection, payment disbursement, and payroll. The division maintains the financial records and
reports of the agency, and manages the financial information system.
Fare Services oversees fare policy implementation and ticket vending machines located at all
Metrolink stations.
Finance Goals
Oversee conversion to agency wide use of electronic financial information system. Begin
procurement and implementation planning for a new financial information system.
Resolve outstanding issues identified in Caltrans and internal audits.
Conduct a review of existing inventory and fixed asset management and control procedures, and
implement corrective action if identified.
Produce monthly budget status reports for staff to manage their budget resources and control
costs.
Work with member agencies to identify alternatives to provide sufficient funds for the capital
replacement reserves through a sinking fund.
Provide leadership in developing a centralized approach for the management of inventory and
fixed assets.
Table 5.8 provides the budgeted expenses for this department.
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4/8/02, 12:09 PM 92 138
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S C R R A F Y 2 0 0 2 - 0 3 B u d g e t
T A B L E 5 . 8
F I N A N C E & A D M I N I S T R A T I O N
E X P E N D I T U R E S B Y E X P E N S E T Y P E
( $ 0 0 0 s )
O p e r a t i n g B u d g e t
L a b o r
P u r c h a s e d T r a n s p o r t a t i o n
S e r v i c e s
U t i l i t i e s / L e a s e s
M a i n t e n a n c e - o f - W a y
I n s u r a n c e & L i a b i l i t y
O t h e r E x p e n s e s
S u b t o t a l D i r e c t O p e r a t i n g E x p e n s e s
I n d i r e c t T r a n s f e r t o O p e r a t i n g
= u l i t v f a l : a p : r a t i t n g : B i t
C a p i t a l B u d g e t
L a b o r
S e r v i c e s
U t i l i t i e s / L e a s e s
C a p i t a l
O t h e r E x p e n s e s
S u b t o t a l D i r e c t C a p i t a l E x p e n s e s
I n d i r e c t T r a n s f e r t o C a p i t a l
S u b t o t a l : C a p i t a u t l t : =
g e
$ 2 6 9 . 0
1 , 8 1 2 . 8
0 . 0
( 1 2 7 . 7 )
1 , 9 5 4 . 1
1 , 2 2 3 . 8
$ 4 0 . 5
1 2 7 . 1
0 . 1
4 . 7
1 7 2 . 4
1 9 6 . 3
3 . 6 8 :
$ 2 3 0 . 3
1 , 7 1 3 . 0
4 2 . 4
1 , 9 8 5 . 7
1 , 7 8 5 . 4
$ 0 . 0
4 , 9 4 2 . 3
4 , 9 4 2 . 3
3 9 2 . 6
5 ; 3 3 : 1 ; 9
I n d i r e c t A g e n c y
L a b o r
S e r v i c e s
U t i l i t i e s / L e a s e s
M a i n t e n a n c e - o f - W a y
I n s u r a n c e & L i a b i l i t y
O t h e r E x p e n s e s
S u b t o t a l I n d i r e c t A g e n c y S u p p o r t
I n d i r e c t T r a n s f e r t o O p e r a t i n g
I n d i r e c t T r a n s f e r t o C a p i t a l
I n d i r e c t T r a n s f e r t o R e c o l l e c t a b l e
$ 1 , 3 2 2 . 5
1 9 0 . 1
0 . 6
6 3 . 2
1 , 5 7 6 . 3
( 1 , 2 2 3 . 8 )
( 1 9 6 . 3 )
( 1 5 6 . 3 )
$ 1 , 6 1 0 . 6
4 2 2 . 0
3 7 9 . 4
2 , 4 1 2 . 0
( 1 , 7 8 5 . 4 )
( 3 9 2 . 6 )
( 2 3 4 . 0 )
$ 2 3 4 . 1
2 , 2 0 7 . 0
2 5 . 0
5 2 . 5
2 , 5 1 8 . 6
1 , 8 1 0 . 7
$ 1 0 . 5
1 3 , 2 2 0 . 0
1 3 , 2 3 0 . 5
4 5 7 . 5
: $ 1 3 ; 6 8 8 :
2 %
2 9 %
2 4 %
2 7 %
1 %
1 6 7 %
1 6 8 %
1 7 %
$ 1 , 9 9 2 . 0
3 9 5 . 0
8 0 . 0
2 , 4 6 7 . 0
( 1 , 8 1 0 . 7 )
( 4 5 7 . 5 )
( 1 9 8 . 8 )
T o t a l E x p e n s e s : :
; 5 4 6 : 5 :
2 4 %
( 6 % )
( 7 9 % )
2 %
9 ; 3 O ��i : l 1
4 / 4 / 2 0 0 2 1 : 2 4 P M
D e p t B u d g e t s b y E x p T y p e - F Y 0 3 . x l s - F i n
1 3 9
SCRRA FY 2002-03 Budget
•
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4/8/02, 12:09 PM 94 140
"
S C R R A F Y 2 0 0 2 - 0 3 B u d g e t
S E C T I O N 6
S O U T H E R N C A L I F O R N I A R E G I O N A L
R A I L A U T H O R I T Y
A P P E N D I X
4 / 8 / 0 2 , 1 2 : 0 9 P M 9 5
1 4 1
SCRRA FY 2002-03 Budget
•
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4/8/02, 12:09 PM 96
142
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S C R R A F Y 2 0 0 2 - 0 3 B u d g e t
6 . 0 A P P E N D I X
6 . 1 F o r m u l a e f o r A l l o c a t i o n t o C o u n t i e s
T a b l e 6 . 1 p r o v i d e s a s u m m a r y o f a l l t h e f o r m u l a e t h a t h a v e b e e n u s e d t o a l l o c a t e e x p e n s e s a n d
r e v e n u e s t o t h e m e m b e r a g e n c i e s ( c o u n t i e s ) . T h e t a b l e s h o w s t h e e i g h t d i f f e r e n t f o r m u l a e t h a t
h a v e b e e n u s e d . T h e s e e i g h t f o r m u l a e a r e d e s c r i b e d b e l o w :
A l l s h a r e
T h e o r i g i n a l A l l - S h a r e f o r m u l a w a s d e v e l o p e d t o c a l c u l a t e c o u n t y s h a r e s o f s y s t e m w i d e p r o j e c t s
s u c h a s t h e m a i n t e n a n c e f a c i l i t y a n d u s e d d a t a d e v e l o p e d i n t h e S o u t h e r n C a l i f o r n i a C o m m u t e r
R a i l : 1 9 9 1 R e g i o n a l S y s t e m P l a n a s r e q u i r e d b y S B - 1 4 0 2 . T h e f o r m u l a w a s c a l c u l a t e d a s 1 / 3
u n d u p l i c a t e d r o u t e m i l e s o f t h e p r o p o s e d s y s t e m a t b u i l d o u t ; 1 / 3 p r o p o s e d s t a t i o n s ( u n d u p l i c a t e d )
a n d 1 / 3 p r o j e c t e d h o a r d i n g s a n d a l i g h t i n g s a f t e r a y e a r o f s e r v i c e . T h i s f o r m u l a w a s a l s o u s e d t o
j u s t i f y t h e n u m b e r o f p o s i t i o n s e a c h c o u n t y h a d o n t h e S C R R A B o a r d . I n 1 9 9 3 , t h e f o r m u l a
w a s a d j u s t e d t o a d d t h e R i v e r s i d e ( U P ) L i n e , a n d i n 1 9 9 8 , t h e f o r m u l a h a s b e e n a d j u s t e d a g a i n t o
a l l o w f o r t h e e x t e n s i o n s t o L a n c a s t e r a n d O x n a r d . T h i s r e v i s e d f o r m u l a i s n o w u s e d f o r
s y s t e m w i d e p r o j e c t s s u c h a s t h o s e i n t h e R i v e r C o r r i d o r .
P o i n t - i n - T i m e
W h i l e t h e A l l - S h a r e f o r m u l a w a s u s e d i n t h e M a i n t e n a n c e - o f - W a y B u d g e t a n d i n s h a r i n g c o s t s o f
c a p i t a l p r o j e c t s , t h e P o i n t - i n - T i m e f o r m u l a w a s d e v e l o p e d t o p r o v i d e e a c h c o u n t y ' s s h a r e o f
o p e r a t i n g e x p e n s e s i n e a c h f i s c a l y e a r . R a t h e r t h a n r e p r e s e n t i n g t h e s y s t e m a t b u i l d o u t , t h e d a t a
u s e d w a s t h e p r o j e c t i o n f o r t h e p a r t i c u l a r f i s c a l y e a r . T h e f o r m u l a w a s m o d i f i e d f r o m t h e A l l
S h a r e t o i n c l u d e t r a i n - m i l e s a s t h i s d a t a m o r e a c c u r a t e l y r e p r e s e n t s s e r v i c e p r o v i d e d . T h r o u g h
F Y 1 9 9 6 - 9 7 , t h e f o r m u l a w a s c a l c u l a t e d a s 1 / 6 u n d u p l i c a t e d r o u t e m i l e s ; 1 / 6 p r o p o s e d s t a t i o n s
( u n d u p l i c a t e d ) ; 1 / 6 p r o j e c t e d h o a r d i n g s a n d a l i g h t i n g s a n d 1 / 2 p r o j e c t e d s o u r c e t r a i n - m i l e s .
S o u r c e t r a i n s w e r e d e f i n e d a s p e a k t r a i n s s t a r t i n g o u t o f l a y o v e r f a c i l i t i e s . B o a r d i n g s a n d
a l i g h t i n g s w e r e r e m o v e d f r o m t h e f o r m u l a i n F Y 1 9 9 8 - 9 9 a s s t a t i o n s p r o v i d e d s i m i l a r w e i g h t i n g
a n d t h e f o r m u l a w a s c a l c u l a t e d a s 1 / 4 u n d u p l i c a t e d r o u t e m i l e s ; 1 / 4 s t a t i o n s ( u n d u p l i c a t e d ) a n d
1 / 2 p r o j e c t e d s o u r c e t r a i n - m i l e s .
B a s e S e r v i c e
I n t h e F Y 1 9 9 9 - 0 0 B u d g e t a n e w f o r m u l a w a s d e v e l o p e d f o r t h e O p e r a t i n g B u d g e t , w h i c h t o o k
a l l s e r v i c e s t h a t d o n o t c h a n g e w i t h t h e n u m b e r o f t r a i n s o p e r a t e d ( " b a s e " s e r v i c e s ) a n d a n a l y z e d
h o w t h e y h a d b e e n a l l o c a t e d a s a g r o u p o v e r t h e p r i o r y e a r s . T h e s e i t e m s h a d b e e n a l l o c a t e d b y a
c o m b i n a t i o n o f t h e P o i n t - i n - T i m e f o r m u l a , e v e n s p l i t , a n d d i r e c t a l l o c a t i o n t o l i n e s . T h e
r e s u l t i n g f o r m u l a r e p r e s e n t s a n a v e r a g e o f t h e a l l o c a t i o n o f t h e s e " b a s e " s e r v i c e s o v e r t h e p r i o r
t w o y e a r s .
T r a i n - M i l e s
T h o s e c o s t s t h a t c h a n g e w i t h t h e n u m b e r o f t r a i n s o p e r a t e d s u c h a s A m t r a k c r e w s a n d f u e l a r e
a l l o c a t e d o n t h e b a s i s o f t r a i n - m i l e s . T h i s f o r m u l a c h a n g e s e a c h y e a r w i t h t h e s e r v i c e
4 / 8 / 0 2 , 1 2 : 0 9 P M 9 7
1 4 3
SCRRA FY 2002-03 Budget •
TABLE 6.1
FORMULAE USED TO ALLOCATE EXPENSES BY COUNTY
Original Allshare
40.0%
25.0%
12.0%
18.0%
5.0%
Allshare (Revised for UP)
40.3%
26.2%
13.4%
15.9%
4.2%
Allshare 1998 Data (Lancaster/Oxnard)
47.5%
19.8%
11.1%
14.4%
7.2%
Point -in -Time FY 97-98
51.9%
19.2%
8.9%
12A%
7.7%
Base Service Formula (FY 98-99 on) (1)
56.4%
16.6%
7.6%
13.0%
6.4%
Train Miles FY 98-99
58.7%
17.7%
7.1%
11.9%
4.6%
Train Miles FY 99-00
58.1%
18.1%
7.4%
12.2%
4.2%
Train Miles FY 00-01
57.7%
18.7%
7.1%
12.2%
4.2%
Train Miles FY 01-02
56.5%
19.1%
7.3%
13.1%
4.1%
Train Miles FY 02-03
57.3%
19.1%
7.6%
12.1%
3.9%
Route Miles Dispatched
66.5%
18.5%
0.4%
8.8%
5.8%
Route Miles Owned
57.6%
24:3%
10.7%
6.4%
Track Miles Owned
58.5%
25.8%
0.5%
9.6%
5.6%
(1) This formula was used to allocate all expenses that were not train -mile related or direct charge costs in FY 98/99
It is an average of what was previously split by Point -in -Time and even split.
•
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4/4/2002 SHARES2003.xls-County
144
"
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"
S C R R A F Y 2 0 0 2 - 0 3 B u d g e t
a s s u m p t i o n s a d o p t e d f o r t h a t y e a r .
R o u t e - M i l e s D i s p a t c h e d
F o r F Y 2 0 0 1 - 0 2 , A m t r a k d i s p a t c h i n g e x p e n s e s a r e a l l o c a t e d b a s e d o n r o u t e m i l e s o w n e d a n d
d i s p a t c h e d b y S C R R A .
R o u t e - M i l e s O w n e d
T h e M a i n t e n a n c e - o f - W a y B u d g e t a l l o c a t e s t h e n e t s u b s i d i e s f o r E x t r a - o r d i n a r y M a i n t e n a n c e f o r
s t o r m d a m a g e , g a t e k n o c k d o w n s a n d v a n d a l i s m u s i n g t h e f o r m u l a r e p r e s e n t i n g r o u t e - m i l e s
o w n e d b y c o u n t y .
T r a c k - M i l e s O w n e d
T h e M a i n t e n a n c e - o f - W a y B u d g e t a l l o c a t e s t h e n e t s u b s i d i e s f o r m a i n t e n a n c e - o f - w a y o n l i n e s
o w n e d b y m o r e t h a n o n e c o u n t y b y t h e f o r m u l a r e p r e s e n t i n g t r a c k - m i l e s o w n e d b y c o u n t y .
D i r e c t A l l o c a t i o n
O t h e r c o s t s t h a t c h a n g e w i t h t h e n u m b e r o f t r a i n s o p e r a t e d o n p a r t i c u l a r l i n e s e g m e n t s s u c h a s
p a y m e n t s f o r r a i l a g r e e m e n t s f o r d i s p a t c h i n g a n d m a i n t e n a n c e - o f - w a y a r e n o t a l l o c a t e d b y
f o r m u l a b u t d i r e c t l y a l l o c a t e d t o t h o s e l i n e s e g m e n t s .
6 . 2 F o r m u l a e f o r A l l o c a t i o n t o L i n e s
T a b l e 6 . 2 p r o v i d e s t h o s e f o r m u l a e i n T a b l e 6 . 1 t h a t a r e u s e d t o a l l o c a t e o p e r a t i n g e x p e n s e s a n d
r e v e n u e s b y l i n e . T h i s a l l o c a t i o n i s u s e d t o p r o v i d e o p e r a t i n g e x p e n s e s , r e v e n u e s , s u b s i d i e s a n d
s t a t i s t i c s b y l i n e .
6 . 3 A l l o c a t i o n o f R e v e n u e s
F a r e b o x r e v e n u e s a r e a l l o c a t e d t o o p e r a t i n g l i n e s a n d m e m b e r a g e n c i e s ( c o u n t i e s ) o n t h e b a s i s o f
t r a i n - m i l e s f o r e a c h l i n e o r c o u n t y . D i s p a t c h i n g / O t h e r r e v e n u e s a r e a l l o c a t e d d i r e c t l y t o t h o s e
l i n e s e g m e n t s t h a t a r e s u b j e c t t o a g r e e m e n t s w i t h f r e i g h t r a i l r o a d s a n d A m t r a k . T h e s e r e v e n u e s
a r e a l l o c a t e d t o t h e c o u n t i e s t h a t o w n t h e p a r t i c u l a r s e g m e n t s , a n d t o t h e l i n e s t h a t a r e m a d e u p o f
t h e s e s e g m e n t s . A t t h e e n d o f e a c h f i s c a l y e a r , t h e i n t e r e s t o n f a r e s a n d o t h e r f u n d s r e c e i v e d i n
a d v a n c e f o r o p e r a t i o n s a n d c a p i t a l p r o j e c t s i s a s s i g n e d t o c o u n t i e s b a s e d u p o n a c a l c u l a t i o n o f
f u n d s o n a c c o u n t t h r o u g h o u t t h e y e a r w h i c h w e r e p r o v i d e d b y e a c h m e m b e r a g e n c y .
4 / 8 / 0 2 , 1 2 : 0 9 P M 9 9 1 4 5
SCRRA FY 2002-03 Budget •
TABLE 6.2
FORMULAE USED TO ALLOCATE EXPENSES BY LINE
`1
.....-.....:.:::.:. .;..,PR....�%
O ra
• ::::::Shh:•:•::
•
F��10-ea��o#t............. ....: . . .....•.•....
$ernarsliriq
-:-: V u39:.::::-:Ah#eto
Wit.-.-•.
` Coun ::;: .:-:•
e:::::::::::::::.:::.:•: :-:.;f3rap E:::::::::::.::::::::::::::
• P ...... ..... ... ...•.-.-. .-. .- - -:-:.:.. . .,..._. .-.
W'atfe......12verside�::::::�ti3i3[
Allshare (Revised for UP)
21.0%
13.1%
6.6%
15.0%
21.6%
16.5%
6.1%
Allshare 1998 Data
21.9%
15.1%
15.9%
13.8%
16.9%
13.4%
2.9%
Point -in -Time FY 97-98
20.6%
16.2%
17.8%
13.9%
18.9%
12.6%
0.0%
Base Service Formula (1)
24.0%
15.6%
19.6%
14.2%
16.7%
9.9%
Train Miles FY 98-99
24.0%
13.2%
21.4%
11.4%
18.3%
9.9%
1.8%
Train Miles FY 99-00
23.9%
12.4%
21.7%
11.1%
19.1%
10-2%
1.7%
Train Miles FY 00-01
24.3%
12.5%
21.1%
11.3%
19.3%
9.6%
1.8%
Train Miles FY 01-02
25.4%
12.4%
20.1%
11.0%
18.4%
11.0%
1.7%
Train Miles FY 02-03
24.7%
11.5%
22.I%
9.3%
17.0%
9.3%
6.0%
Route Miles Dispatched
21.9%
18-0%
39.8%
1.8%
16.4%
2.1%
Route Miles Owned
25.3%
19-6%
29.0%
L2%
21.7%
3.2%
Track Miles Owned
21.9%
16.5%
27.9%
0.5%
23.9%
1.9%
7.4%
(1) This formula was used to allocate all expenses that were not train -mile related or direct charge costs in FY 98/99
It is an average of what was previously split by Point -in -Time and even split.
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S C R R A F Y 2 0 0 2 - 0 3 B u d g e t
6 . 4 A l l o c a t i o n o f E x p e n s e s
F u e l a n d t h a t p o r t i o n o f A m t r a k s e r v i c e s r e l a t e d t o o p e r a t i o n o f t r a i n s i s a l l o c a t e d t o o p e r a t i n g
l i n e s a n d c o u n t i e s o n t h e b a s i s o f t r a i n - m i l e s f o r e a c h l i n e o r c o u n t y . T h a t p a r t o f A m t r a k
s e r v i c e s r e l a t e d t o d i s p a t c h i n g i s a l l o c a t e d d i r e c t l y t o o p e r a t i n g l i n e s a n d c o u n t i e s o n t h e b a s i s o f
t h e o w n e r s h i p o f l i n e s e g m e n t s o v e r w h i c h t h e a g e n c y h a s d i s p a t c h i n g a u t h o r i t y . A l s o a l l o c a t e d
d i r e c t l y t o l i n e s e g m e n t s a r e T r a n s f e r s t o O t h e r O p e r a t o r s , R a i l A g r e e m e n t s , M a i n t e n a n c e - o f -
W a y e x p e n s e s a n d A m b a s s a d o r s . A l l o t h e r e x p e n s e s i n t h e O p e r a t i n g B u d g e t a r e a l l o c a t e d o n t h e
" b a s e s e r v i c e " f o r m u l a .
M a i n t e n a n c e - o f - W a y e x p e n s e s o n l i n e s s h a r e d b y m o r e t h a n o n e c o u n t y a r e s p l i t t o t h e c o u n t i e s
o n t h e b a s i s o f t r a c k - m i l e s i n e a c h c o u n t y . T h e e x p e n d i t u r e s r e l a t e d t o t h e R i v e r s i d e L a y o v e r
F a c i l i t y a r e a l l o c a t e d t o t h e c o u n t i e s t h r o u g h w h i c h t h e R i v e r s i d e L i n e r u n s o n t h e b a s i s o f r o u t e
m i l e s . T h e R i v e r C o r r i d o r i s s h a r e d b y a l l l i n e s , t h u s t h e e x p e n d i t u r e s i n e x c e s s o f r e v e n u e s o n
t h i s s e g m e n t a r e s p l i t t o l i n e s a n d c o u n t i e s o n t h e b a s i s o f t h e " A l l s h a r e " f o r m u l a . E x t r a - o r d i n a r y
M a i n t e n a n c e e x p e n s e s f o r d e r a i l m e n t s ( $ 1 0 0 , 0 0 0 ) a r e s p l i t o n t h e A l l s h a r e f o r m u l a , a n d f o r
s t o r m d a m a g e , g a t e k n o c k d o w n s a n d v a n d a l i s m ( $ 4 0 0 , 0 0 0 ) u s i n g t h e f o r m u l a r e p r e s e n t i n g r o u t e -
m i l e s o w n e d b y c o u n t y .
6 . 5 A l l o c a t i o n o f A g e n c y C o s t s t o B u d g e t s
S C R R A a l l o c a t e s i n d i r e c t c o s t s t o p r o j e c t s i n a t w o - s t e p a l l o c a t i o n m o d e l , r e f e r r e d t o a s t h e c o s t
a l l o c a t i o n p l a n ( C A P ) . I n t h e f i r s t s t e p , t h e C A P a l l o c a t e s g e n e r a l & a d m i n i s t r a t i v e ( G & A ) c o s t s
t o o v e r h e a d p o o l s . G & A c o s t s r e p r e s e n t a g e n c y w i d e c o s t s t h a t a r e i n c u r r e d t o m a i n t a i n t h e
a d m i n i s t r a t i v e f u n c t i o n s o f t h e a g e n c y . E x a m p l e s o f t h e s e c o s t s a r e t h e C h i e f E x e c u t i v e O f f i c e r ,
H u m a n R e s o u r c e s , a n d t h e F i n a n c e D e p a r t m e n t . T h e G & A c o s t s a r e a l l o c a t e d t o t h e f o l l o w i n g
o v e r h e a d p o o l s :
" T r a i n O p e r a t i o n s
" M a i n t e n a n c e o f W a y
" C a p i t a l M a i n t e n a n c e
" N e w C a p i t a l P r o j e c t s
" R e c o l l e c t a b l e P r o j e c t s
" I n t h e s e c o n d s t e p o f t h e C A P , t h e o v e r h e a d p o o l s a r e a l l o c a t e d t o t h e d i r e c t p r o j e c t s
w i t h i n t h e p r o g r a m g r o u p b a s e d u p o n t h e p e r c e n t a g e o f i n d i v i d u a l p r o j e c t c o s t t o t h e t o t a l
p r o j e c t c o s t i n t h e c a t e g o r y . T h e p r o j e c t e d o v e r h e a d r a t e s a r e d e f i n e d i n t h e b u d g e t
p r o c e s s a n d u t i l i z e d t h r o u g h o u t t h e y e a r .
S t a f f e v a l u a t e s t h e a c c u r a c y o f t h e o v e r h e a d r a t e p r o j e c t i o n s t h r o u g h o u t t h e y e a r t o d e t e r m i n e i f
a d j u s t m e n t s a r e n e c e s s a r y . A t f i s c a l y e a r e n d , t h e a c t u a l o v e r h e a d r a t e s a r e c o m p a r e d t o t h e
p r o j e c t e d r a t e s . T h e v a r i a n c e b e t w e e n t h e p r o j e c t e d a n d a c t u a l r a t e w i l l r e s u l t i n a b a l a n c e i n t h e
4 / 8 / 0 2 , 1 2 : 0 9 P M 1 0 1
1 4 7
SCRRA FY 2002-03 Budget
overhead pools. This balance is incorporated in the computation of future overhead rate
calculations.
The CAP has been submitted to Caltrans and the Federal Transportation Administration for
review and approval. If any changes are required to the CAP following these reviews, the CAP
will be revised and the overhead rates for Fiscal Year 2002-03 will be revised
Total allocated costs in FY 2002-03 are $8.2 million. Labor and Fringe Benefits of Overhead
Divisions totals $4.4 million, Management Information Systems (MIS) costs total $1.0 million,
and other agency costs total $2.7 million.
Departments primarily included in the distribution pool include: Administration, Finance
including Budget and Accounting, and Human Resources. Additionally, small components of the
following Offices are included in the Pool: Chief Executive Officer, Contract Administration and
Procurement, Strategic Development and Communication.
Labor and Fringe Benefits represent the cost to the agency of Salaries and Wages paid to
employees as well and the costs of fringes including Medical Benefits, Retirement Contributions,
Vacation Pay, and other similar expenses.
Principal items in the MIS pool include consultant costs for network administration, lease costs
of agency personal computers, and other miscellaneous hardware and software procurements.
Other agency costs include the lease of agency corporate offices, Professional Services including
the Annual Financial Audit, Consultants to the Director of Finance and Contracts and
Procurement and Human Resources divisions, Recruitment Expense, an extensive program of
agency wide staff training, and other miscellaneous expenses including travel, the Agency's
membership in APTA, and other similar expenses.
Costs are spread to project budgets based on the Labor charging of non -overhead departments
and divisions in the following amounts: Operations — $4.6 million, Maintenance of Way —
$1.7million, New Capital - $0.5 million, Renovation and Rehabilitation —$0.7 million, and
Recollectible projects $0.7 million.
6.6 Potential New Projects For New Capital In FY 2002-03
Each year as the development of the agency's budget progresses, there are a number of projects
for which funding is being sought but, has not been sufficiently secured to include in the
Preliminary Budget brought forward for consideration by the Committee and Board of Directors.
As funding for projects is approved, they will be incorporated into the Budget through
amendment after review by the Board.
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S C R R A F Y 2 0 0 2 - 0 3 B u d g e t
6 . 7 S C R R A P o l i c y o n D e b t
T h e p u r p o s e o f i s s u i n g d e b t i s t o f i n a n c e e s s e n t i a l c a p i t a l f a c i l i t i e s a n d e q u i p m e n t . T h e i s s u a n c e
o f d e b t s p r e a d s t h e c o s t o f t h e f a c i l i t i e s a n d e q u i p m e n t o v e r t h e i r u s e f u l l i f e . H i s t o r i c a l l y ,
S C R R A h a s n o t i s s u e d d e b t f o r t h e d e v e l o p m e n t o f f a c i l i t i e s o r t h e p u r c h a s e o f e q u i p m e n t .
R a t h e r , t h e c a p i t a l h a s b e e n f u n d e d b y a c o m b i n a t i o n o f f e d e r a l , s t a t e , m e m b e r a g e n c y , a n d o t h e r
l o c a l s o u r c e s . I n t h e a b s e n c e o f t h e n e e d t o i s s u e d e b t , S C R R A h a s n o t a d o p t e d a f o r m a l d e b t
p o l i c y .
S t a t e l a w d e f i n e s t h e m e a n s t h a t a j o i n t p o w e r s a u t h o r i t y m a y i s s u e d e b t . T h e M a r k s - R o o s L o c a l
B o n d P o o l i n g A c t ( G o v e r n m e n t C o d e , s e c . 6 5 8 4 ) p r o v i d e d f l e x i b i l i t y t o a J P A i n p e r m i t t i n g t h e
i d e n t i f i c a t i o n o f f u t u r e r e v e n u e s f o r t h e m a i n t e n a n c e o f d e b t . U n d e r t h i s s t a t u t e , a J P A i s g i v e n
p o w e r s t o i s s u e b o n d s t o p a y f o r t h e c o s t o f c a p i t a l , i n c l u d i n g f a c i l i t i e s a n d e q u i p m e n t . T h e
s t a t u t e r e q u i r e s t h e e s t a b l i s h m e n t o f a n e w j o i n t p o w e r s a u t h o r i t y f o r t h e e x c l u s i v e p u r p o s e o f
f i n a n c i n g c a p i t a l p r o j e c t s o r a c q u i s i t i o n s f o r i t s m e m b e r s . I f f u t u r e c a p i t a l f u n d i n g r e q u i r e m e n t s
e v e r r e q u i r e t h e i s s u a n c e o f d e b t , t h e m e m b e r a g e n c i e s m a y b e a s k e d a d o p t a d e b t p o l i c y
i n c o r p o r a t i n g t h e e s t a b l i s h e d o f a j o i n t p o w e r s a u t h o r i t y a s p e r m i t t e d i n t h e M a r k s - R o o s L o c a l
B o n d P o o l i n g A c t .
A l t h o u g h t h e S C R R A h a s n e v e r i s s u e d d e b t f o r t h e c o n s t r u c t i o n o f f a c i l i t i e s o r a c q u i s i t i o n o f
e q u i p m e n t , t w o U . S . l e v e r a g e d l e a s e t r a n s a c t i o n s h a v e b e e n c o m p l e t e d . T h e d e f e r r e d b e n e f i t o f
t h e t w o l e a s e t r a n s a c t i o n s w a s a p p r o x i m a t e l y $ 2 4 . 2 m i l l i o n .
I n F i s c a l Y e a r 1 9 9 5 - 9 6 , t h e S C R R A B o a r d e n t e r e d i n t o a n a g r e e m e n t t o l e a s e 9 4 c o a c h a n d c a b
c a r s ( c a r s ) a n d 3 1 l o c o m o t i v e s a n d s i m u l t a n e o u s l y e n t e r e d i n t o a s u b l e a s e a g r e e m e n t w i t h t h e
l e s s e e t o l e a s e t h e m b a c k . T h e S C R R A r e c e i v e d p r o c e e d s o f a p p r o x i m a t e l y $ 1 9 3 . 9 m i l l i o n o f
w h i c h i t u s e d a p p r o x i m a t e l y $ 1 5 2 . 3 m i l l i o n t o p r e p a y f u t u r e l e a s e p a y m e n t s a n d d e f e a s e p a r t o f
i t s o b l i g a t i o n . I n a d d i t i o n , t h e B o a r d i n v e s t e d a p p r o x i m a t e l y $ 2 L 2 m i l l i o n i n U . S . Z e r o C o u p o n
T r e a s u r y s t r i p s . T h e T r e a s u r y s t r i p s w i l l m a t u r e a t v a l u e s s u f f i c i e n t t o c o v e r a l l r e m a i n i n g l e a s e
p a y m e n t s d u e u n d e r t h e l e a s e a g r e e m e n t a s w e l l a s a m o u n t s n e c e s s a r y t o e x e r c i s e t h e r e p u r c h a s e
o p t i o n s . A s a r e s u l t , a l l o b l i g a t i o n s u n d e r t h i s l e a s e / l e a s e b a c k t r a n s a c t i o n a r e c o n s i d e r e d t o b e
d e f e a s e d i n s u b s t a n c e .
I n f i s c a l y e a r 1 9 9 9 , S C R R A e n t e r e d i n t o a n o t h e r a g r e e m e n t t o l e a s e 2 5 b i - l e v e l c o m m u t e r r a i l
c a r s a n d 2 d i e s e l l o c o m o t i v e s a n d s i m u l t a n e o u s l y e n t e r e d i n t o s u b l e a s e a g r e e m e n t w i t h t h e l e s s e e
t o l e a s e t h e m b a c k . T h e S C R R A r e c e i v e d p r o c e e d s o f a p p r o x i m a t e l y $ 6 3 . 5 m i l l i o n o f w h i c h i t
u s e d $ 2 4 . 7 m i l l i o n a n d $ 7 . 7 m i l l i o n f o r d e b t a n d e q u i t y d e f e a s a n c e , r e s p e c t i v e l y . T h i s a m o u n t i s
s u f f i c i e n t t o c o v e r a l l l e a s e p a y m e n t s d u e u n d e r t h e a g r e e m e n t s a n d t o e x e r c i s e t h e r e p u r c h a s e
o p t i o n s . A s a r e s u l t , a l l o b l i g a t i o n s u n d e r t h i s l e a s e / l e a s e b a c k t r a n s a c t i o n a r e c o n s i d e r e d t o b e
d e f e a s e d i n s u b s t a n c e .
4 / 8 / 0 2 , 1 2 : 0 9 P M
1 0 3
1 4 9
SCRRA FY 2002-03 Budget
6.8 Statistical Information
Date of Formation
Form of Government
Purpose
Member Agencies
Counties Served
Population (1998)
Route Miles in System
Route Miles
Potentially in System
(SB1402 Rev. 1993)
August 1991
Joint Powers Authority
To plan, design, construct and administer the operation of
regional passenger rail lines.
Los Angeles County Metropolitan Transportation Authority
Orange County Transportation Authority
Riverside County Transportation Commission
San Bernardino Associated Governments
Ventura County Transportation Commission
Los Angeles County
Orange County
Riverside County
San Bernardino County
San Diego County
Ventura County
Los Angeles County
Orange County
Riverside County
San Bernardino County
San Diego County
Ventura County
Total Population:
Los Angeles County
Orange County
Riverside County
San Bernardino County
San Diego County
Ventura County
Total Miles:
Los Angeles County
Orange County
Riverside County
San Bernardino County
9,757,542
2,775,617
1,473,307
1,654,007
2,853,258
742,008
19,255,741
199
87
38
39
19
34
416
222
115
100
68
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4/8/02, 12:09 PM 104
150
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S C R R A F Y 2 0 0 2 - 0 3 B u d g e t
T r a i n E q u i p m e n t
S t a t i o n s
V e n t u r a C o u n t y
T o t a l M i l e s :
4
5 3 9
L o c o m o t i v e s 3 3
C a b C a r s 3 7
C o a c h e s 8 2
L o s A n g e l e s C o u n t y 2 4
O r a n g e C o u n t y 8
R i v e r s i d e C o u n t y 4
S a n B e r n a r d i n o 7
S a n D i e g o C o u n t y 1
V e n t u r a C o u n t y 4
T o t a l S t a t i o n s : 4 8
T i c k e t V e n d i n g M a c h i n e s T V M s I n s t a l l e d 9 6
V a l i d a t o r s I n s t a l l e d 1 1 7
T i c k e t O f f i c e M a c h i n e s 3
I n s t a l l e d
H i g h w a y - R a i l G r a d e C r o s s i n g s T o t a l N e t w o r k G r a d e C r o s s i n g s 3 9 9
P u b l i c C r o s s i n g s 3 3 9
P r i v a t e C r o s s i n g s 6 1
S C R R A M a i n t a i n e d C r o s s i n g s 2 3 8
A v e r a g e D a i l y R i d e r s V e n t u r a C o u n t y L i n e 3 , 7 3 6
( J a n 2 0 0 1 ) A n t e l o p e V a l l e y L i n e 5 , 0 3 9
S a n B e r n a r d i n o L i n e 9 , 6 9 0
R i v e r s i d e L i n e 4 , 5 7 2
O r a n g e C o u n t y L i n e 5 , 9 6 8
I n l a n d E m p i r e t o O r a n g e C o u n t y 2 , 8 6 2
B u r b a n k T u r n s 4 6 2
R i v e r s i d e / F u l l e r t o n / L A 1 0 4
S Y S T E M 3 2 , 4 3 3
N u m b e r o f A u t o T r i p s R e m o v e d p e r W e e k d a y 1 6 , 2 0 2 t r i p s
P e r c e n t o f F r e e w a y T r a f f i c R e m o v e d o n P a r a l l e l F r e e w a y s
E a c h P e a k H o u r
8 . 5 p e r c e n t
4 / 8 / 0 2 , 1 2 : 0 9 P M
1 0 5
1 5 1
SCRRA FY 2002-03 Budget
Average Commute Trip Length
Percent of Riders Formerly Driving Alone
Percent of Riders with Downtown Los Angeles Destination
Percent of Ethnic Riders by Line Corridor
(Latino, Asian, African -American)
San Bernardino Line
Riverside Line
Antelope Valley Line
Ventura County Line
Orange County Line
35.7 miles
70 percent
70 percent
56 percent
52 percent
46 percent
32 percent
38 percent
Source: 1998 State of California Department of Finance Report E5, SCRRA's January 2001 Fact
Sheet, March 2000 Ridership, and 2000 SCRRA Customer Satisfaction Survey
6.9 Glossary of Budget Terms
APPROVED BUDGET: The official budget as approved by the five member agencies and then
by the SCRRA Board.
AMENDED BUDGET: The approved budget as amended by the SCRRA Board through the
course of a fiscal year.
APPROPRIATION: Legal authorization to make expenditures and to incur obligations for
specific purposes. An appropriation is usually limited in amount and to the time it may be
expended.
BUDGET: A plan of financial operations comprised of estimated expenditures for a given
period (one fiscal year) and the proposed means of financing the expenditures (revenues).
REHABILITATION/RENOVATION EXPENDITURE: Those expenditures that replace worn
out assets with like or improved assets and thus extend the useful life of these capital assets.
CONTRACTED SERVICES: Services rendered in support of SCRRA operations and other
activities by external parties. These are generally based upon formal contracts or purchase
orders.
DEPARTMENT: An organizational subgroup of SCRRA.
ENCUMBRANCE: The commitment of appropriated funds to purchase goods or services.
EXPENDITURE: Decreases in net financial resources.
EXPENSES: Decreases in net total assets. Expenses include the total costs of operations and
capital during a period.
EXTRA -ORDINARY MAINTENANCE: Includes damages due to vandalism, crossing gate knockdowns,
accidents, derailments, fires, storm damage and other expenses as required. In years without unusual rainfall or train
accidents, about $500,000 has been a reasonable estimate and this is the projection for FY 2000-01. In other years,
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4/8/02, 12:34 PM 106 1 52
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S C R R A F Y 2 0 0 2 - 0 3 B u d g e t
s u c h a s h a s b e e n e x p e r i e n c e d i n F Y 1 9 9 8 - 9 9 w i t h t h e E l N i n o s t o r m s , t h e t o t a l c a n e a s i l y e x c e e d $ 3 , 5 0 0 , 0 0 0 . T h e s e
t y p e s o f e x t r e m e c o n d i t i o n s m a y b e c o v e r e d b y i n s u r a n c e o r F E M A r e i m b u r s e m e n t . H o w e v e r , i n s u r a n c e c o v e r s o n l y
b r i d g e s , t u n n e l s a n d f a c i l i t i e s a n d h a s a $ 1 0 0 , 0 0 0 d e d u c t i b l e p e r s t o r m a n d F E M A r e i m b u r s e m e n t h a s n e v e r b e e n
t i m e l y . T h e b u d g e t f o r E x t r a - o r d i n a r y M a i n t e n a n c e i n F Y _ 1 9 9 9 - 0 0 w a s s e t a t $ 1 , 6 7 1 , 3 6 2 .
F A R E B O X R E V E N U E : F a r e s r e c e i v e d f r o m p a s s e n g e r s f o r t r a v e l o n M e t r o l i n k t r a i n s .
F A R E B O X R E C O V E R Y : R a t i o o f f a r e b o x r e v e n u e t o t o t a l e x p e n s e s n e t o f m a i n t e n a n c e - o f - w a y
r e v e n u e s , r o l l i n g s t o c k l e a s e a n d e x t r a - o r d i n a r y m a i n t e n a n c e .
F I S C A L Y E A R : A 1 2 - m o n t h p e r i o d t o w h i c h t h e a n n u a l b u d g e t a p p l i e s a n d a t t h e e n d o f w h i c h
S C R R A d e t e r m i n e s i t s f i n a n c i a l p o s i t i o n , t h e r e s u l t s o f i t s o p e r a t i o n s a n d c a p i t a l p r o g r a m , a n d
a d o p t s a b u d g e t f o r t h e c o m i n g f i s c a l y e a r . T h e S C R R A ' s f i s c a l y e a r i s f r o m J u l y 1 t h r o u g h J u n e
3 0 .
F U L L T I M E E Q U I V A L E N T ( F T E ) : T h e c o n v e r s i o n o f f u l l - t i m e a n d p a r t - t i m e e m p l o y e e h o u r s
t o a n e q u i v a l e n t o f a f u l l - t i m e p o s i t i o n . F o r e x a m p l e , o n e p e r s o n w o r k i n g h a l f - t i m e w o u l d c o u n t
a s 0 . 5 F T E a n d a p e r s o n h i r e d f o r 6 m o n t h s w o u l d a l s o c o u n t a s 0 . 5 F T E .
G E N E R A L L Y A C C E P T E D A C C O U N T I N G P R I N C I P L E S ( G A A P ) : U n i f o r m m i n i m u m
s t a n d a r d s o f , a n d g u i d e l i n e s f o r f i n a n c i a l a c c o u n t i n g a n d r e p o r t i n g . T h e y g o v e r n t h e f o r m a n d
c o n t e n t o f t h e b a s i c f i n a n c i a l s t a t e m e n t s o n a n e n t i t y . G A A P e n c o m p a s s e s t h e c o n v e n t i o n s ,
r u l e s , a n d p r o c e d u r e s n e c e s s a r y t o d e f i n e a c c e p t e d a c c o u n t i n g p r a c t i c e a t a p a r t i c u l a r t i m e . T h e y
i n c l u d e n o t o n l y b r o a d g u i d e l i n e s o f g e n e r a l a p p l i c a t i o n , b u t a l s o d e t a i l e d p r a c t i c e s a n d
p r o c e d u r e s . G A A P p r o v i d e s a s t a n d a r d b y w h i c h t o m e a s u r e f i n a n c i a l p r e s e n t a t i o n s .
O B J E C T I V E : A s i m p l y s t a t e d , r e a d i l y m e a s u r a b l e s t a t e m e n t o f a i m o r e x p e c t e d a c c o m p l i s h m e n t
w i t h i n t h e f i s c a l y e a r .
O B J E C T C O D E : T h e c l a s s i f i c a t i o n o f e x p e n d i t u r e s i n t e r m s o f w h a t i s b o u g h t a n d p a i d f o r
g r o u p e d i n t o m a j o r o b j e c t c o d e s b y s u b j e c t .
O P E R A T I N G B U D G E T : A b u d g e t t h a t f o c u s e s o n e v e r y d a y o p e r a t i n g a c t i v i t i e s a n d p r o g r a m s .
F o r S C R R A , t h e O p e r a t i n g B u d g e t i n c l u d e s t r a i n o p e r a t i o n s a n d m a i n t e n a n c e - o f - w a y .
P R O P O S E D B U D G E T : A b u d g e t i n i t s p r e l i m i n a r y p r e p a r a t i o n s t a g e p r i o r t o a d o p t i o n b y t h e
S C R R A B o a r d .
R E V E N U E : M o n i e s t h a t S C R R A r e c e i v e s a s i n c o m e s u c h a s f a r e b o x r e v e n u e , p a y m e n t s f r o m
o t h e r r a i l r o a d s , l o c a l f u n d s f o r o p e r a t i n g o r c a p i t a l , g r a n t s , a n d i n t e r e s t .
R E V E N U E R E C O V E R Y : T h e r a t i o o f o p e r a t i n g r e v e n u e s t o o p e r a t i n g e x p e n s e s n e t o f r o l l i n g
s t o c k l e a s e p a y m e n t s a n d e x t r a - o r d i n a r y m a i n t e n a n c e .
R I D E R S H I P : T h e n u m b e r o f o n e - w a y t r i p s c a r r i e d o n M e t r o l i n k t r a i n s .
S A L A R Y A N D F R I N G E B E N E F I T E X P E N S E S : C o m p e n s a t i o n p a i d t o o r o n b e h a l f o f S C R R A
e m p l o y e e s f o r s a l a r i e s , w a g e s , o v e r t i m e , a n d b e n e f i t s .
6 . 1 0 A c r o n y m s
A D A : A m e r i c a n s w i t h D i s a b i l i t i e s A c t
A m t r a k : N a t i o n a l R a i l r o a d P a s s e n g e r C o r p o r a t i o n ( i n t e r c i t y r a i l s e r v i c e )
A P T A : A m e r i c a n P u b l i c T r a n s p o r t a t i o n A s s o c i a t i o n
A Q M D : A i r Q u a l i t y M a n a g e m e n t D i s t r i c t
B N S F : B u r l i n g t o n N o r t h e r n S a n t a F e R a i l r o a d
C A F R : C o m p r e h e n s i v e A n n u a l F i n a n c i a l R e p o r t
C a l t r a n s : C a l i f o r n i a D e p a r t m e n t o f T r a n s p o r t a t i o n
4 / 8 / 0 2 , 1 2 : 0 9 P M 1 0 7 1 5 3
SCRRA FY 2002-03 Budget
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CEQA:
CMAQ:
CTC:
DOL:
DOT:
EIR:
EIS:
EPA:
FCR:
FHWA:
FRA:
FTA:
IEOC:
ISTEA:
ITS:
JPA:
LACMTA:
MOC:
MOW:
LNG:
MOU:
MTA:
OCTA:
PA/CMS:
PERS:
PRESS:
RCTC:
ROW:
RTIP:
RTPA:
SANBAG:
SCAG:
SCAQMD:
SCRRA:
SHA:
SPRR:
STA:
STIP:
STP:
TAC:
TCI:
TDA:
TEA -21:
TIP:
California Environmental Quality Act
Congestion Mitigation Air Quality
California Transportation Commission
Federal Department of Labor
Federal Department of Transportation
Environmental Impact Report
Environmental Impact Study
Federal Environmental Protection Agency
Flexible Congestion Relief
Federal Highway Administration
Federal Railroad Administration
Federal Transit Administration
Inland Empire to Orange County Line
Intermodal Surface Transportation Efficiency Act
Intelligent Transportation System
Joint Powers Authority
Los Angeles County Metropolitan Transportation Authority
Metrolink Operations Center
Maintenance -of -Way
Liquified Natural Gas
Memorandum of Understanding
Los Angeles County Metropolitan Transportation Authority
Orange County Transportation Authority
Public Address/Changeable Message Sign
Public Employees Retirement System
Passenger Rail Equipment Safety Standards
Riverside County Transportation Commission
Right -of -Way
Regional Transportation Improvement Program
Regional Transportation Planning Agency
San Bernardino Associated Governments
Southern California Associated Governments
South Coast Air Quality Management District
Southern California Regional Rail Authority
State Highway Account
Southern Pacific Railroad
State Transit Assistance
State Transportation Improvement Plan
Surface Transportation Program
Technical Advisory Committee
Transit Capital Improvement (funds/program)
Transportation Development Act
Transportation Equity Act for the 21st Century
Transportation Improvement program
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4/8/02, 12:09 PM 108 154
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S C R R A F Y 2 0 0 2 - 0 3 B u d g e t
T S M : T r a n s p o r t a t i o n S y s t e m s M a n a g e m e n t
T V M : T i c k e t V e n d i n g M a c h i n e
U P : U n i o n P a c i f i c R a i l r o a d
V C T C : V e n t u r a C o u n t y T r a n s p o r t a t i o n C o m m i s s i o n
4 / 8 / 0 2 , 1 2 : 0 9 P M 1 0 9
1 5 5
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A G E N D A I T E M 7 H
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R I V E R S I D E C O U N T Y T R A N S P O R T A T I O N C O M M I S S I O N
D A T E :
M a y 8 , 2 0 0 2
T O :
R i v e r s i d e C o u n t y T r a n s p o r t a t i o n C o m m i s s i o n
F R O M :
B u d g e t a n d I m p l e m e n t a t i o n C o m m i t t e e
B i l l H u g h e s , B e c h t e l P r o j e c t M a n a g e r
K a r l S a u e r , B e c h t e l C o n s t r u c t i o n M a n a g e r
D e n n i s M e j i a , B e c h t e l R e s i d e n t / O f f i c e E n g i n e e r
T H R O U G H :
H i d e o S u g i t a , D e p u t y E x e c u t i v e D i r e c t o r
S U B J E C T :
A d v e r t i s e B i d s f o r t h e C o n s t r u c t i o n o f t h e R i v e r s i d e - D o w n t o w n
M e t r o l i n k S t a t i o n P a r k i n g L o t E x p a n s i o n
B U D G E T A N D I M P L E M E N T A T I O N C O M M I T T E E A N D S T A F F R E C O M M E N D A T I O N :
T h i s i t e m i s f o r t h e C o m m i s s i o n t o :
1 ) A u t h o r i z e s t a f f t o a d v e r t i s e b i d s f o r c o n s t r u c t i o n o f t h e p a r k i n g l o t
e x p a n s i o n a t t h e R i v e r s i d e - D o w n t o w n M e t r o l i n k S t a t i o n ; a n d ,
2 ) B r i n g b a c k t o t h e C o m m i s s i o n t h e r e s u l t s o f t h e b i d d i n g f o r c o n t r a c t
a w a r d t o t h e l o w e s t , r e s p o n s i v e b i d d e r .
B A C K G R O U N D I N F O R M A T I O N :
A t i t s M a y 9 , 2 0 0 1 m e e t i n g , t h e C o m m i s s i o n a p p r o v e d t h e e s t a b l i s h m e n t o f a n A d
H o c C o m m i t t e e t o a d d r e s s p o l i c y i s s u e s i d e n t i f i e d i n t h e d r a f t S t a t i o n M a n a g e m e n t
P l a n , s u b m i t t e d t o t h e C o m m i s s i o n a t t h e s a m e m e e t i n g . O n e o f t h e m a i n f i n d i n g s o f
t h e d r a f t S t a t i o n M a n a g e m e n t P l a n w a s t h a t b y 2 0 1 0 , f i v e o u t o f t h e s i x , e x i s t i n g a n d
p r o p o s e d , M e t r o l i n k s t a t i o n s a r e f o r e c a s t e d t o h a v e p a r k i n g d e f i c i t s . I n c o n j u n c t i o n
w i t h d i r e c t i o n f r o m b o t h t h e C o m m i s s i o n a n d t h e n e w l y f o r m e d A d H o c C o m m i t t e e ,
s t a f f n e g o t i a t e d w i t h s e v e r a l e n t i t i e s f o r t h e p o s s i b l e e x p a n s i o n o f e x i s t i n g a n d
p r o p o s e d p a r k i n g f o r t h e R i v e r s i d e - L a S i e r r a a n d R i v e r s i d e - D o w n t o w n M e t r o l i n k
c o m m u t e r r a i l s t a t i o n s .
A t i t s S e p t e m b e r 1 0 , 2 0 0 1 m e e t i n g , t h e C o m m i s s i o n a u t h o r i z e d s t a f f t o a d v e r t i s e a
R e q u e s t f o r P r o p o s a l s ( R F P ) f o r a C o n s u l t a n t t o p r o v i d e E n g i n e e r i n g a n d E n v i r o n m e n t a l
S e r v i c e s t o d e v e l o p a n d i m p l e m e n t a P a r k i n g L o t E x p a n s i o n P l a n , m a i n l y f o r t h e
e x i s t i n g R i v e r s i d e - L a S i e r r a a n d R i v e r s i d e - D o w n t o w n M e t r o l i n k s t a t i o n s . A t i t s
N o v e m b e r 1 4 , 2 0 0 1 m e e t i n g , t h e C o m m i s s i o n e n t e r e d i n t o A g r e e m e n t N o . 0 2 - 3 3 - 0 2 9
w i t h E n g i n e e r i n g R e s o u r c e s o f S o u t h e r n C a l i f o r n i a , I n c . ( E R ) , t o p r o v i d e E n g i n e e r i n g
a n d E n v i r o n m e n t a l S e r v i c e s f o r d e v e l o p m e n t a n d i m p l e m e n t a t i o n o f a P a r k i n g L o t
E x p a n s i o n P l a n f o r t h e e x i s t i n g t w o s t a t i o n s .
1 5 6
Engineering Resources developed two options for expanding the parking lot at the
Riverside -Downtown Metrolink Station.
Option No. 1:
The first option was to develop the existing RCTC's triangular property, directly north
and adjacent to the Riverside -Downtown Station temporary parking area, across Vine
Street. This option would add approximately 125 to 140 additional parking spaces for
the station. This option could be developed and constructed very quickly for a
minimum cost. It must be noted that this RCTC property is anticipated to be needed
for the future expansion of SR 91. It is currently projected that the expansion of
SR 91 will not occur, in this area, for more than 5 years.
Option No. 2:
The second option was to investigate the viability of purchasing and developing the
properties along Tenth Street and Commerce Street, adjacent to the east end of the
Riverside -Downtown Station south side platform. This option would add
approximately 390 to 430 additional surface parking spaces for the station. In a
preliminary investigation of this option, it was also determined to be a viable option for
a future parking structure that would serve the long term parking needs. RCTC staff is
currently looking deeper into this option.
In March of this year, staff directed Engineering Resources to proceed with the
development of the preparation of a complete PS&E and other tasks related to the City
of Riverside's design review process for Option No. 1. The PS&E will be submitted to
the City of Riverside on April 15, 2002 for review and comments. It is anticipated that
the PS&E package will be ready for advertisement by May 20, 2002. The preliminary
Engineer's Estimate for Option No. 1, for the Riverside -Downtown Parking Lot
Expansion Project, is in the range of approximately $200,000 to $225,000.
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157
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A G E N D A I T E M 7 1
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R I V E R S I D E C O U N T Y T R A N S P O R T A T I O N C O M M I S S I O N
D A T E :
M a y 8 , 2 0 0 2
T O :
R i v e r s i d e C o u n t y T r a n s p o r t a t i o n C o m m i s s i o n
F R O M :
B u d g e t a n d I m p l e m e n t a t i o n C o m m i t t e e
B i l l H u g h e s , B e c h t e l P r o j e c t M a n a g e r
K a r l S a u e r , B e c h t e l C o n s t r u c t i o n M a n a g e r
D e n n i s M e j i a , B e c h t e l R e s i d e n t / O f f i c e E n g i n e e r
T H R O U G H :
H i d e o S u g i t a , D e p u t y E x e c u t i v e D i r e c t o r
S U B J E C T :
A d v e r t i s e B i d s f o r C o n s t r u c t i o n o f a n E x t e n s i o n o f t h e E x i s t i n g
E m e r g e n c y P l a t f o r m a t t h e P e d l e y M e t r o l i n k S t a t i o n
B U D G E T A N D I M P L E M E N T A T I O N C O M M I T T E E A N D S T A F F R E C O M M E N D A T I O N :
T h i s i t e m i s f o r t h e C o m m i s s i o n t o :
1 ) E n t e r i n t o a P r o j e c t C o n s t r u c t i o n P r o g r a m S u p p l e m e n t t o o b l i g a t e S T P L
f u n d i n g f o r c o n s t r u c t i o n o f a n e x t e n s i o n o f t h e e x i s t i n g E m e r g e n c y
P a s s e n g e r U n l o a d i n g P l a t f o r m a t t h e P e d l e y M e t r o l i n k S t a t i o n ;
2 ) A u t h o r i z e t h e C h a i r m a n t o e x e c u t e t h e S u p p l e m e n t , p u r s u a n t t o L e g a l
C o u n s e l r e v i e w , o n b e h a l f o f t h e C o m m i s s i o n ;
3 ) A u t h o r i z e s t a f f t o a d v e r t i s e b i d s f o r c o n s t r u c t i o n o f a n e x t e n s i o n o f t h e
e x i s t i n g E m e r g e n c y P a s s e n g e r U n l o a d i n g P l a t f o r m a t t h e P e d l e y M e t r o l i n k
S t a t i o n , c o n t i n g e n t u p o n f i n a l i z a t i o n o f t h e P r o j e c t C o n s t r u c t i o n P r o g r a m
S u p p l e m e n t a n d r e c e i p t o f t h e A u t h o r i z a t i o n t o P r o c e e d w i t h
C o n s t r u c t i o n f r o m t h e C a l t r a n s O f f i c e o f L o c a l A s s i s t a n c e ; a n d ,
4 ) B r i n g b a c k t o t h e C o m m i s s i o n t h e r e s u l t s o f t h e b i d d i n g f o r c o n t r a c t
a w a r d t o t h e l o w e s t , r e s p o n s i v e b i d d e r .
B A C K G R O U N D I N F O R M A T I O N :
W h e n t h e P e d l e y M e t r o l i n k S t a t i o n w a s c o n s t r u c t e d , a n e m e r g e n c y p a s s e n g e r
u n l o a d i n g p l a t f o r m w a s i n c l u d e d i n t h e o r i g i n a l s t a t i o n c o n s t r u c t i o n . T h i s e m e r g e n c y
p a s s e n g e r u n l o a d i n g p l a t f o r m i s 1 9 4 f e e t l o n g , l o c a t e d b e t w e e n t w o s e t s o f U n i o n
P a c i f i c t r a c k s , a n d i s i n t e n d e d t o b e u s e d d u r i n g s i t u a t i o n s w h e r e M e t r o l i n k p a s s e n g e r s
n e e d t o d i s e m b a r k f r o m t h e s e t o f t r a c k s f u r t h e s t a w a y f r o m t h e S t a t i o n ' s m a i n
p l a t f o r m .
B e c a u s e t h e e x i s t i n g e m e r g e n c y p a s s e n g e r u n l o a d i n g p l a t f o r m i s o n l y 1 9 4 f e e t l o n g , i t
w i l l n o t e a s i l y a c c o m m o d a t e M e t r o l i n k p a s s e n g e r t r a i n s o v e r t h r e e ( 3 ) c a r s i n l e n g t h .
C u r r e n t l y , M e t r o l i n k t r a i n s l o n g e r t h a n t h r e e ( 3 ) c a r s i n l e n g t h m u s t f i r s t s t o p a n d
u n l o a d p a s s e n g e r s f r o m t h e f i r s t s e t o f c a r s a n d t h e n p u l l f o r w a r d t o u n l o a d t h e
1 5 8
remaining cars. This has resulted in impacts to the freight traffic on this rail line.
Extending the emergency passenger unloading platform to 510 feet to match the
length of Metrolink trains, up to six (6) cars in length, will minimize the delays to
unload passengers when the emergency platform must be used.
In February 2001, the Commission amended Contract No. RO-9952, with PB
Farradyne, to develop the Final Plans, Specifications, and Estimates (PS&E) Design for
the Emergency Passenger Unloading Platform extension at the Pedley Metrolink
Station.
Staff and PB Farradyne have been working cooperatively with the Union Pacific
Railroad and SCRRA in the development of the PS&E for the Pedley Emergency
Passenger Unloading Platform Extension Project. It is anticipated that the final PS&E
will be completed by the end of April, 2002.
The majority of the funding for this project is STPL Federal Funding. To retain the
STPL Federal Funding, for this project, a Program Supplement Agreement must be
entered into by RCTC and Caltrans. The Program Supplement amends the Agency -
State Agreement for Federal -Aid Projects No. 08-6054 to specifically describe the
costs and special conditions that apply to the construction phase for the Pedley
Emergency Passenger Unloading Platform Extension Project.
After the PS&E for the project is completed, a Request for Authorization to Proceed
with Construction will be submitted to the Caltrans Office of Local Assistance. The
Program Supplement Agreement will then be finalized by RCTC and Caltrans. The
subsequent Authorization to Proceed/Obligation of Federal Funds will be the basis for
the financial responsibilities to be outlined in the Program Supplement. This action is
being brought forward to the Committee at this time in an effort to have funds
obligated prior to the federal expiration date of June 30, 2002. The engineer's
estimate for the Pedley Emergency Passenger Platform Extension project, is in the
range of approximately $200,000 to $250,000.
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A G E N D A I T E M 7 J
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R I V E R S I D E C O U N T Y T R A N S P O R T A T I O N C O M M I S S I O N
D A T E :
M a y 8 , 2 0 0 2
T O :
R i v e r s i d e C o u n t y T r a n s p o r t a t i o n C o m m i s s i o n
F R O M :
B u d g e t a n d I m p l e m e n t a t i o n C o m m i t t e e
B i l l H u g h e s , B e c h t e l P r o j e c t M a n a g e r
K a r l S a u e r , B e c h t e l C o n s t r u c t i o n M a n a g e r
E r i k G a l l o w a y , B e c h t e l R e s i d e n t E n g i n e e r
T H R O U G H :
H i d e o S u g i t a , D e p u t y E x e c u t i v e D i r e c t o r
S U B J E C T :
A d v e r t i s e B i d s t o C o n s t r u c t t h e R i v e r s i d e - L a S i e r r a M e t r o l i n k
S t a t i o n P h a s e 1 P a r k i n g L o t E x p a n s i o n P r o j e c t
B U D G E T A N D I M P L E M E N T A T I O N C O M M I T T E E A N D S T A F F R E C O M M E N D A T I O N :
T h i s i t e m i s f o r t h e C o m m i s s i o n t o :
1 ) A u t h o r i z e s t a f f t o a d v e r t i s e b i d s f o r t h e c o n s t r u c t i o n o f t h e R i v e r s i d e -
L a S i e r r a M e t r o l i n k S t a t i o n P h a s e 1 P a r k i n g L o t E x p a n s i o n ; a n d ,
2 ) B r i n g b a c k t o t h e C o m m i s s i o n t h e r e s u l t s o f t h e b i d d i n g f o r c o n t r a c t
a w a r d t o t h e l o w e s t , r e s p o n s i v e b i d d e r .
B A C K G R O U N D I N F O R M A T I O N :
A t i t s M a y 9 , 2 0 0 1 m e e t i n g , t h e C o m m i s s i o n a p p r o v e d t h e e s t a b l i s h m e n t o f a n A d
H o c C o m m i t t e e t o a d d r e s s p o l i c y i s s u e s i d e n t i f i e d i n t h e d r a f t S t a t i o n M a n a g e m e n t
P l a n , s u b m i t t e d t o t h e C o m m i s s i o n a t t h e s a m e m e e t i n g . O n e o f t h e m a i n f i n d i n g s
o f t h e d r a f t S t a t i o n M a n a g e m e n t P l a n w a s t h a t b y 2 0 1 0 , f i v e o u t o f t h e s i x ,
e x i s t i n g a n d p r o p o s e d , M e t r o l i n k s t a t i o n s a r e f o r e c a s t e d t o h a v e p a r k i n g d e f i c i t s .
I n c o n j u n c t i o n w i t h d i r e c t i o n f r o m b o t h t h e C o m m i s s i o n a n d t h e n e w l y f o r m e d A d
H o c C o m m i t t e e , s t a f f n e g o t i a t e d w i t h s e v e r a l e n t i t i e s f o r t h e p o s s i b l e e x p a n s i o n o f
e x i s t i n g a n d p r o p o s e d p a r k i n g f o r t h e R i v e r s i d e - L a S i e r r a a n d R i v e r s i d e - D o w n t o w n
M e t r o l i n k c o m m u t e r r a i l s t a t i o n s .
A t i t s S e p t e m b e r 1 0 , 2 0 0 1 m e e t i n g , t h e C o m m i s s i o n a u t h o r i z e d s t a f f t o a d v e r t i s e a
R e q u e s t f o r P r o p o s a l s ( R F P ) f o r a C o n s u l t a n t t o p r o v i d e E n g i n e e r i n g a n d
E n v i 8 r o n m e n t a l S e r v i c e s t o d e v e l o p a n d i m p l e m e n t a P a r k i n g L o t E x p a n s i o n P l a n ,
m a i n l y f o r t h e e x i s t i n g S t a t i o n s . A t i t s N o v e m b e r 1 4 , 2 0 0 1 m e e t i n g , t h e
C o m m i s s i o n e n t e r e d i n t o A g r e e m e n t N o . 0 2 - 3 3 - 0 2 9 w i t h E n g i n e e r i n g R e s o u r c e s o f
S o u t h e r n C a l i f o r n i a , I n c . , t o p r o v i d e E n g i n e e r i n g a n d E n v i r o n m e n t a l S e r v i c e s f o r
d e v e l o p m e n t a n d i m p l e m e n t a t i o n o f a P a r k i n g L o t E x p a n s i o n P l a n f o r t h e e x i s t i n g
t w o s t a t i o n s .
1 6 0
RCTC is currently in negotiations with the Riverside Community College (RCC) to
purchase the entire 20 acre parcel which includes the property which RCTC
currently leases from RCC for the existing Riverside -La Sierra Metrolink station. In
the process of developing the Parking Lot Expansion Plan for the station, it was
mutually agreed, by the City of Riverside Planning staff and RCTC staff, to
construct the additional parking for the Riverside -La Sierra station in the following
two (2) phases:
Phase I:
To ease the immediate parking problem at the Riverside -La Sierra station, RCTC
staff working in conjunction with RCC, had previously developed, submitted, and
received the City of Riverside's approval of a Conditional Use Permit (CUP), on
April 10, 2000, for a temporary parking lot, adjacent and to the west of the
existing station. At the request of RCC, the plans for the temporary parking using
the RCC property were abandoned and RCTC staff had to look for other ways to
resolve the station parking at the Riverside -La Sierra station. RCTC staff
subsequently negotiated with an adjacent bowling alley facility to provide additional
parking. The adjacent bowling alley is still used for additional parking today at a
cost of $1,725 per month and requires RTA to run special service to transport the
passengers using this parking location back to the station platform. This auxiliary
parking lot also requires the added cost of having a separate guard for security.
In discussions with the City of Riverside Planning staff, it was determined that the
previously approved CUP, for the Riverside -La Sierra Station Temporary Parking Lot
Expansion using the RCC property, could be resurrected, and revised to allow for a
permanent expansion of the parking lot as long as the permanent facility was
within the footprint of the previously approved temporary facility. This would save
several months in gaining City approval. This along with other mitigating issues
possibly requiring a prolonged period of time to gain the City of Riverside approval,
was the reasoning behind splitting the Riverside -La Sierra Parking Lot Expansion
Project in two (2) phases.
The Phase I Permanent Parking Lot revised CUP was approved by the City of
Riverside in March of 2002. The Phase I permanent parking area will provide an
additional 254 parking spaces. The station currently has 343 parking spaces. The
Phase I parking expansion will bring the total number of spaces to 597.
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P h a s e I I :
T h i s P h a s e w i l l p r o v i d e f o r a n a d d i t i o n a l 4 0 0 p a r k i n g s p a c e s . T h i s p h a s e w i l l
r e q u i r e a n a d d i t i o n a l e n t r a n c e t o b e l o c a t e d a t t h e e a s t e n d o f t h e s t a t i o n a n d
w i d e n i n g o f t h e e x i s t i n g I n d i a n a A v e n u e e n t r a n c e . P h a s e I I w i l l b r i n g t h e t o t a l
n u m b e r o f p a r k i n g s p a c e s t o 9 9 7 . I t i s a n t i c i p a t e d t h a t c o n s t r u c t i o n w i l l s t a r t o n
t h e P h a s e I I p a r k i n g l o t e x p a n s i o n a t t h e c o m p l e t i o n o f P h a s e I , w h i c h i s s c h e d u l e d
f o r t h e e n d o f S u m m e r o f 2 0 0 2 .
S t a f f h a s b e e n w o r k i n g w i t h E n g i n e e r i n g R e s o u r c e s t o d e v e l o p t h e P l a n s ,
S p e c i f i c a t i o n s , a n d E s t i m a t e s ( P S & E ) f o r t h e P h a s e I R i v e r s i d e - L a S i e r r a M e t r o l i n k
S t a t i o n P a r k i n g L o t E x p a n s i o n P r o j e c t . T h e P S & E w i l l b e s u b m i t t e d t o t h e C i t y o f
R i v e r s i d e o n A p r i l 1 5 , 2 0 0 2 f o r r e v i e w a n d c o m m e n t s . I t i s a n t i c i p a t e d t h a t t h e
P S & E p a c k a g e w i l l b e r e a d y f o r a d v e r t i s e m e n t b y M a y 2 0 , 2 0 0 2 .
I n c o n j u n c t i o n w i t h d e v e l o p i n g t h e d e s i g n f o r P h a s e I , s t a f f h a s b e e n c o o r d i n a t i n g
w i t h t h e C i t y o f R i v e r s i d e f o r t h e i n c l u s i o n o f t h e c o n s t r u c t i o n o f a S o l a r P a n e l
P a r k i n g S t a l l P r o j e c t w i t h t h e c o n s t r u c t i o n o f t h e P h a s e I P r o j e c t . A s e p a r a t e
a g e n d a i t e m w i l l b e p r e s e n t e d t o t h e C o m m i t t e e f o r a p p r o v a l t o i n c l u d e t h e C i t y o f
R i v e r s i d e S o l a r P r o j e c t w i t h t h e P h a s e I R i v e r s i d e - L a S i e r r a P a r k i n g L o t E x p a n s i o n
C o n s t r u c t i o n P r o j e c t . T h e e n g i n e e r ' s e s t i m a t e f o r t h e P h a s e I P r o j e c t , i s i n t h e
r a n g e o f a p p r o x i m a t e l y $ 7 5 0 , 0 0 0 t o $ 8 0 0 , 0 0 0 .
1 6 2
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A G E N D A I T E M 7 K
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R I V E R S I D E C O U N T Y T R A N S P O R T A T I O N C O M M I S S I O N
D A T E :
M a y 8 , 2 0 0 2
T O :
R i v e r s i d e C o u n t y T r a n s p o r t a t i o n C o m m i s s i o n
F R O M :
B u d g e t a n d I m p l e m e n t a t i o n C o m m i t t e e
B i l l H u g h e s , B e c h t e l P r o j e c t M a n a g e r
K a r l S a u e r , B e c h t e l C o n s t r u c t i o n M a n a g e r
D e n n i s M e j i a , B e c h t e l R e s i d e n t / O f f i c e E n g i n e e r
T H R O U G H :
H i d e o S u g i t a , D e p u t y E x e c u t i v e D i r e c t o r
S U B J E C T :
A d v e r t i s e B i d s f o r C o n s t r u c t i o n o f a C l o s e d - C i r c u i t T e l e v i s i o n S e c u r i t y
S y s t e m a t t h e P e d l e y M e t r o l i n k S t a t i o n
B U D G E T A N D I M P L E M E N T A T I O N C O M M I T T E E A N D S T A F F R E C O M M E N D A T I O N :
T h i s i t e m i s f o r t h e C o m m i s s i o n t o :
1 ) E n t e r i n t o a P r o j e c t C o n s t r u c t i o n P r o g r a m S u p p l e m e n t t o o b l i g a t e C M A Q
f u n d i n g f o r c o n s t r u c t i o n o f a C C T V S e c u r i t y S y s t e m a t t h e P e d l e y
M e t r o l i n k S t a t i o n w i t h a d a t a l i n k t o t h e m o n i t o r i n g f a c i l i t i e s a t t h e
R i v e r s i d e - D o w n t o w n M e t r o l i n k S t a t i o n ;
2 ) A u t h o r i z e t h e C h a i r m a n t o e x e c u t e t h e S u p p l e m e n t , p u r s u a n t t o L e g a l
C o u n s e l r e v i e w , o n b e h a l f o f t h e C o m m i s s i o n ;
3 ) A u t h o r i z e s t a f f t o a d v e r t i s e b i d s f o r c o n s t r u c t i o n o f a C C T V S e c u r i t y
S y s t e m a t t h e P e d l e y M e t r o l i n k S t a t i o n i n c l u d i n g d a t a l i n k s t o m o n i t o r i n g
f a c i l i t i e s a t t h e R i v e r s i d e - D o w n t o w n M e t r o l i n k S t a t i o n , c o n t i n g e n t u p o n
f i n a l i z a t i o n o f t h e P r o j e c t C o n s t r u c t i o n P r o g r a m S u p p l e m e n t a n d r e c e i p t
o f t h e A u t h o r i z a t i o n t o P r o c e e d w i t h C o n s t r u c t i o n f r o m t h e C a l t r a n s
O f f i c e o f L o c a l A s s i s t a n c e ; a n d ,
4 ) B r i n g b a c k t o t h e C o m m i s s i o n t h e r e s u l t s o f t h e b i d d i n g f o r c o n t r a c t
a w a r d t o t h e l o w e s t , r e s p o n s i v e b i d d e r .
B A C K G R O U N D I N F O R M A T I O N :
I n 1 9 9 9 , w i t h t h e c o m p l e t i o n o f t h e S o u t h S i d e P l a t f o r m / P e d e s t r i a n O v e r c r o s s i n g
P r o j e c t , t h e R i v e r s i d e - D o w n t o w n M e t r o l i n k s t a t i o n w a s r e t r o f i t t e d w i t h a C l o s e d -
C i r c u i t T e l e v i s i o n ( C C T V ) S e c u r i t y S y s t e m . T h e i m p r o v e m e n t s t o t h e R i v e r s i d e -
D o w n t o w n S t a t i o n i n c l u d e d a m a s t e r m o n i t o r i n g c o n s o l e t h a t w o u l d r e c e i v e t h e
i m a g e s f r o m t h e o t h e r R i v e r s i d e C o u n t y M e t r o l i n k s t a t i o n s . T h i s w o u l d a l l o w a s i n g l e
p e r s o n t o b e a b l e t o m o n i t o r e a c h o f t h e s t a t i o n s C C T V s y s t e m s f r o m o n e l o c a t i o n .
T h e C o m m i s s i o n h a s a l s o a u t h o r i z e d t h e r e t r o f i t t i n g o f b o t h t h e R i v e r s i d e - L a S i e r r a a n d
W e s t C o r o n a M e t r o l i n k s t a t i o n s w i t h a C C T V S e c u r i t y S y s t e m . B y p r o v i d i n g 2 4 h o u r
1 6 3
monitoring and video recording, and centralizing the security system, RCTC will
enhance the security currently provided by the station guards already provided at the
various Metrolink Stations operated by RCTC.
In December 1999, the Commission awarded Contract No. RO-9952, to PB Farradyne,
Inc. to perform a Phase I Communications Study to develop the most cost effective
means to provide a CCTV Security System at the Pedley Metrolink Station and the
means to connect the Pedley CCTV Security System to the Main Security System
located at the Riverside -Downtown Metrolink Station.
The results of the Phase I Communications Study produced by PB Farradyne was that
the most economical way to connect the Pedley Metrolink Station CCTV Security
System to the Riverside -Downtown Monitoring Facility was via a telephone T1
connection. RCTC staff concurred with this finding and in July 2001, staff
recommended and the Commission authorized the Executive Director to amend
Contract No. RO-9952 with PB Farradyne to proceed with the development of final
Engineering Plans, Specifications, and Estimates (PS&E) for a CCTV Security System
at the Pedley Metrolink Station, based on the findings of the Phase I Communications
Study.
Staff and PB Farradyne have been working cooperatively with the Union Pacific
Railroad and SCRRA in the development of the PS&E for the Pedley CCTV Security
System Project. It is anticipated that the final Pedley CCTV Security System PS&E
will be completed by end of April 2002.
The majority of the funding for this project is CMAQ federal funding. To retain the
CMAQ federal funding for this project, a Program Supplement Agreement must be
entered into by RCTC and Caltrans. The Program Supplement amends the Agency -
State Agreement for Federal -Aid Projects No. 08-6054 to specifically describe the
costs and special conditions that apply to the construction phase for the Pedley CCTV
Security System Project.
After the PS&E for the project is completed, a Request for Authorization to Proceed
with Construction will be submitted to the Caltrans Office of Local Assistance. The
Program Supplement Agreement can than be finalized by RCTC and Caltrans. The
subsequent Authorization to Proceed and Obligation of Federal Funds will be the basis
for the financial responsibilities to be outlined in the Program Supplement. This action
is being brought forward to the Committee at this time in an effort to have funds
obligated prior to the federal expiration date of June 30, 2002. The engineer's
estimate for the Pedley CCTV Security System project, is in the range of
approximately $200,000 to $225,000.
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A G E N D A I T E M 7 L
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R I V E R S / D E C O U N T Y T R A N S P O R T A T I O N C O M M I S S I O N
D A T E :
M a y 8 , 2 0 0 2
T O :
R i v e r s i d e C o u n t y T r a n s p o r t a t i o n C o m m i s s i o n
F R O M :
P l a n s a n d P r o g r a m s C o m m i t t e e
K a r e n L e l a n d , S t a f f A n a l y s t
S t e p h a n i e W i g g i n s , P r o g r a m M a n a g e r
T H R O U G H :
E r i c H a l e y , E x e c u t i v e D i r e c t o r
S U B J E C T :
C o m m u t e r R a i l P r o g r a m U p d a t e
P L A N S A N D P R O G R A M S C O M M I T T E E A N D S T A F F R E C O M M E N D A T I O N :
T h i s i t e m i s f o r t h e C o m m i s s i o n t o r e c e i v e a n d f i l e t h e C o m m u t e r R a i l P r o g r a m
U p d a t e a s a n i n f o r m a t i o n i t e m .
B A C K G R O U N D I N F O R M A T I O N :
R i v e r s i d e L i n e
W e e k d a y P a t r o n a g e : P a s s e n g e r t r i p s o n M e t r o l i n k ' s R i v e r s i d e L i n e f o r t h e m o n t h o f
M a r c h a v e r a g e d 4 , 6 1 5 , b a s i c a l l y u n c h a n g e d f r o m t h e m o n t h o f F e b r u a r y a n d f r o m
a y e a r a g o , M a r c h 2 0 0 1 .
M a r c h o n - t i m e p e r f o r m a n c e a v e r a g e d 9 2 % i n b o u n d ( 3 % d e c r e a s e f r o m F e b r u a r y )
a n d 9 4 % o u t b o u n d ( 1 3 % i n c r e a s e f r o m F e b r u a r y ) . O n M a r c h 1 5 t h , s t a f f c i r c u l a t e d
r e s o l u t i o n s o f s u p p o r t f r o m c i t i e s a n d t h e c o u n t y r e g a r d i n g M e t r o l i n k ' s e f f o r t t o
u r g e U n i o n P a c i f i c R a i l r o a d t o i m p r o v e o n - t i m e p e r f o r m a n c e o n t h e R i v e r s i d e L i n e .
A n u p d a t e o n t h e n u m b e r o f r e s o l u t i o n s r e c e i v e d w i l l b e p r o v i d e d a t t h e C o m m i t t e e
m e e t i n g .
I n l a n d E m p i r e - O r a n g e C o u n t y L i n e
W e e k d a y P a t r o n a g e : R i d e r s h i p o n M e t r o l i n k ' s I n l a n d E m p i r e - O r a n g e C o u n t y ( I E O C )
L i n e f o r t h e m o n t h o f M a r c h a v e r a g e d 3 , 0 3 3 a 1 % i n c r e a s e f r o m t h e m o n t h o f
F e b r u a r y . T h e L i n e h a s a v e r a g e d a n o v e r a l l 6 % i n c r e a s e f r o m a y e a r a g o , M a r c h
2 0 0 1 .
1 6 5
91 Line
The new 91 Line service will commence May 6, 2002 with a grand opening event
and VIP train. The festivities will take place at the West Corona Metrolink station
at 8:00am. The new Line will provide direct Metrolink Service from Riverside, La
Sierra, and West Corona to Fullerton, Norwalk, and Los Angeles.
Special Trains
Beach Train: The 2002 Beach Train season will kick-off June 29, 2002.
Three (3) train dates have been added this year totaling 20 for the
season. Additionally, there will be new and exciting prizes awarded for
onboard drawings on the return trip home. Returning sponsors this year
are the San Clemente and Oceanside Chambers of Commerce, The Press -
Enterprise, PE.com, and new this year, the Business Press. Attached is a copy of
the 2002 Beach Train flyer.
Rideshare 2 Rails (R2R) Program
Rideshare Incentives: This component of the R2R Program has
Rideshare exhibited a favorable start. Since its inception April 1, 2002, 40
„re% participants have enrolled (Riverside -Downtown 10, Pedley 6, La Sierra
12, West Corona 12).
To qualify for R2R Incentives, two or more Metrolink passengers must carpool to
one of the Riverside County stations for a consecutive three months or a total of
40 days. Enrollees are required to submit a monthly Participation Verification form
outlining their individual participation. Permits of each rideshare partner must be
displayed on the dash of the vehicle in use for the day. Station guards monitor
usage of rideshare parking spaces on a daily basis and submit reports to RCTC for
data entry.
RTA Express Bus Shuttle: RTA express shuttle service began operating March 4,
2002. There are three routes in the AM and four in the PM, both targeting peak
hour Metrolink trains. Metrolink ticket holders ride for free. Riders can board the
shuttle at the Moreno Valley Mali and The Home Depot Parking and Ride lots where
they will be provided with direct service to/from the Riverside -Downtown Metrolink
station.
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S t a t i o n U p d a t e
P e p s i V e n d i n g M a c h i n e s : P e p s i v e n d i n g m a c h i n e s h a v e b e e n p l a c e d a t t h e P e d l e y ,
R i v e r s i d e - D o w n t o w n , a n d W e s t C o r o n a M e t r o l i n k s t a t i o n s . M o r e a r e s l a t e d t o b e
i n s t a l l e d a t R i v e r s i d e - D o w n t o w n a n d t h e L a S i e r r a S t a t i o n s b y t h e e n d o f A p r i l .
M e t r o / i n k S t a t i o n D a i l y A c t i v i t i e s : D a i l y a c t i v i t i e s a r e r e c o r d e d b y e a c h o f t h e
s t a t i o n s e c u r i t y g u a r d s . A t t a c h e d i s s u m m a r y d a t a c o v e r i n g t h e l a s t q u a r t e r
( J a n u a r y - M a r c h 2 0 0 2 ) .
A t t a c h m e n t s :
M e t r o l i n k P e r f o r m a n c e S u m m a r i e s ( M a r c h 2 0 0 2 )
M e t r o l i n k S t a t i o n s D a i l y A c t i v i t y R e p o r t
1 6 7
" "
M E T R O L I N K P E R F O R M A N C E S U M M A R I E S
M a r c h 2 0 0 2
1 1 e 1 M E T R O L I N K
c o
+Z 3J ,4J+"b, Y 0 ?jYBl
G »447
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n. k --i ' �-�-rd�a air ri f"'T • a T o+''� Y`y y 'AS- ` 'y 4:131,404.9.:4
• t' T.Yfta-�-g„ .,rv :.`
•
•
•
170
"
"
"
1 0 0 . 0 %
9 5 . 0 %
9 0 . 0 %
8 5 . 0 %
8 0 . 0 %
7 5 . 0 %
7 0 . 0 %
M E T R O L I N K S C H E D U L E A D H E R A N C E
W e e k d a y T r a i n s ( L a t e s t 1 3 M o n t h s )
i
9 6 %
M a r 0 1 A p r 0 1
9 6 %
M a y 0 1
9 6 %
J u n 0 1
9 5 %
9 6 %
J u l 0 1
A u g 0 1
9 5 %
S e p 0 1
9 5 %
9 6 %
O c t 0 1
N o v 0 1
0 % A r r i v i n g W i t h i n 5 - M i n u t e s O f S c h e d u l e d T i m e
9 6 %
D e c 0 1
9 6 %
J a n 0 2
9 6 %
1 4
F e b 0 2
9 6 %
4
O T - 1 3 M o N e w . x l s
of Train Delays By Responsibility
March 2002
Vandalism
UPRR 2%
TRK-Contractor 15%
3%
SIG -Contractor
7%
Passenger
3%
Other
OP Agrebiaw-Enf
1% 2%
Includes Weekend Service
BMTC-MCH
13%
Improv (SCRRA)
11%
BNSF
24 %
TRK-Contracto
2%
SIG -Contractor
8%
Include s Weekend Service
% of Train Delays By Responsibility
12 Month Period Ending March 2002
Vandalism B MTC-MCH
4% 12%
Passenger
3%
Other
6%
1%
OP Agree
2%
BNSF
28%
•
" "
P E R F O R M A N C E C H A R T S - B A C K - U P
����1 ��1 1 1 M E i R O L I N K
"
M a r 0 1
A p r 0 1
3 , 6 9 7
3 , 5 4 5
"
M E T R O L I N K A V E R A G E W E E K D A Y P A S S E N G E R T R I P S
T H I R T E E N M O N T H W I N D O W - H O L I D A Y A D J U S T E D
5 , 2 1 5
5 , 4 2 1
9 , 9 0 9
9 , 7 8 5
4 2 7 4 , 5 9 7
4 2 0 4 , 6 8 2
5 , 9 7 8
5 , 9 2 5
2 , 8 6 6
9 7
2 , 8 0 4 1 0 2
M a y 0 1
3 , 7 0 2
5 , 5 5 1
1 0 , 1 1 7
4 5 7 4 , 8 0 2
5 , 9 9 9
2 , 9 7 4 1 1 0
J u n 0 1
_ J u l 0 1
A u g 0 1
S e p 0 1
3 , 4 9 3
3 , 4 1 6
3 , 3 1 5
3 , 3 2 3
5 , 8 6 2
5 , 4 8 9
5 , 4 2 3
5 , 4 6 3
1 0 , 2 4 4
9 , 8 4 8
9 , 6 7 9
9 , 5 0 3
4 8 2 4 , 7 9 9
4 5 6 4 , 6 9 0
4 6 9 4 , 6 3 8
4 3 5 4 , 5 6 6
5 , 8 9 6
5 , 8 5 3
5 , 8 7 9
5 , 9 4 0
2 , 9 8 3 1 0 5
2 , 8 3 8 9 2
2 , 8 3 3 1 0 5
2 , 9 2 3 1 0 2
O c t 0 1
3 , 5 5 8
5 , 1 7 0
1 0 , 0 3 2
4 5 2 4 , 6 5 1
5 , 8 6 7
3 , 0 8 1 1 2 2
N o v 0 1
D e c 0 1
3 , 5 0 0
3 , 1 4 4
5 , 1 6 9
4 , 8 9 8
1 0 , 0 2 5
9 , 3 9 1
4 7 7 4 , 6 5 4
4 5 2 4 , 2 2 3
5 , 9 3 9
5 , 3 6 9
3 , 0 0 7 1 3 7
2 , 7 3 3 9 7
J a n 0 2
3 , 5 6 6
4 , 8 1 3
1 0 , 0 8 6
4 8 0 4 , 5 9 6
5 , 8 6 5
2 , 9 3 0 1 0 7
F e b 0 2
3 , 6 1 2
5 , 0 3 1
1 0 , 2 3 5
4 6 4 4 , 6 3 5
5 , 8 8 2
3 , 0 1 0
1 0 9
M a r 0 2
3 , 6 5 0
5 , 1 3 5
1 0 , 0 8 2
5 1 8 4 , 6 1 5
5 , 9 3 1
3 , 0 3 3
1 3 3
3 2 , 7 8 6
3 2 , 6 8 4
3 3 , 7 1 2
3 3 , 8 6 4
3 2 , 6 8 2
3 2 , 3 4 1
3 2 , 2 5 5
3 2 , 9 3 3
3 2 , 9 0 8
3 0 , 3 0 7
3 2 , 4 4 3
3 2 , 9 7 8
3 3 , 0 9 7
"
2 %
0 %
3 %
0 %
- 3 %
- 1 %
0 %
2 %
0 %
- 8 %
% C h a n g e
M a r 0 2 v s F e b 0 2
1 %
2 %
- 1 %
1 2 %
0 %
1 %
1 %
2 2 %
0 %
C h a n g e
M a r 0 2 v s M a r 0 1
- 1 %
- 2 %
2 %
2 1 %
0 %
- 1 %
6 %
3 7 %
1 %
7 %
2 %
0 %
7
A D R _ M o N e w . x i s
(71
ADROxls
e
•
Av g Da ily Riders
35004-7.'-
3000 -
2500-
2000-
1500
1000
No te: Sept Includes L.A, County Fair Riders
San Bernardino Line Saturday Service
Average Daily Passenger Trips
Jul Aug Sep Oct
San Bernardino Line Sunday Service
Average Daily Passenger Trips
9
0203WKendNew,xls
Av g Da ily Riders
3500
3000-
2500-
2000-
1500-
1000-
500 -
Antel ope Valley Line Saturday Service
Average Daily Passenger Trips
Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar -02
Note: Sept Includes L.A. County Fa ir Ridersil
A vg Da ily 1 d rs
3500
3000-
2500-
2000-
1500-
1'000 -
500-
Riverside Line Saturday Service
Average Daily Passenger Trips
3290:
3207,
n581.
243;;
258'1
Mar 01
Apr
May
Note: Service Berne June 24, 2000 • Service Discontinued January 19, 20021
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Jan
Feb Mar -02
•
•
0203W Ken�1�17.xls
"
"
M E T R O L I N K S C H E D U L E A D H E R E N C E S U M M A R Y
P e r c e n t a g e o f T r a i n s A r r i v i n g W i t h i n 5 M i n u t e s o f S c h e d u l e d T i m e
L A T E S T i 3 M O N T H S
"
. . 1 u : - ��, ,
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n 1 Y 1 1 % ����. 9 1 1 t G .
. , - : n t . , , . . . . 6 r y Y x x �� ��' t " v ��. . a ;
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8 8 %
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i : . , . - , _ ����.
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8 9 %
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' , 3 ` r a r r d ` . 1 ��m t - ' z . .
v . , 4 1 , 1 .
c + ��.
��. s i l " ' V m . : . y
9 2 % 9 2 %
, S ��
. ' i . ' : , ��F 7 . t i
8 2 %
y y
r . : E % I l t
9 8 %
�� r 2
. . l ��G .
9 5 %
Y r ��
_ , E 3 i l t '
9 6 %
i 6 1 , - !
9 6 %
M a r 0 1
9 7 %
9 9 %
9 8 %
A p r 0 1
1 0 0 %
9 8 %
9 7 %
9 8 %
9 6 %
9 5 %
9 9 %
9 9 %
9 3 %
9 1 %
9 1 %
9 3 %
9 8 %
9 9 %
9 0 %
1 0 0 %
9 6 %
9 6 %
9 6 %
M a y 0 1
9 8 %
9 8 %
9 8 %
9 6 %
9 8 %
9 7 %
1 0 0 %
1 0 0 %
9 4 %
9 0 %
8 6 %
9 4 %
9 5 %
9 5 %
9 1 %
9 3 %
9 6 %
9 6 %
9 6 %
J u n 0 1
1 0 0 %
9 9 %
9 9 %
9 7 %
9 7 %
9 7 %
9 8 %
9 9 %
9 7 %
8 9 %
8 7 %
8 8 %
9 2 %
9 4 %
9 0 %
9 8 %
9 6 %
9 5 %
9 5 %
J u l 0 1
9 7 %
9 9 %
9 9 %
1 0 0 %
9 6 %
9 4 %
9 9 %
9 8 %
9 4 %
8 3 %
9 3 %
9 4 %
9 5 %
9 6 %
9 5 %
9 5 %
9 6 %
9 5 %
9 6 %
A u g 0 1
9 9 %
9 8 %
9 8 %
9 7 %
9 8 %
9 6 %
1 0 0 %
9 9 %
8 9 %
8 3 %
9 1 %
9 2 %
9 5 %
9 4 %
9 6 %
9 1 %
9 6 %
9 5 %
9 5 %
S e p 0 1
9 9 %
9 9 %
9 9 %
9 9 %
9 9 %
9 8 %
1 0 0 %
1 0 0 %
9 1 %
8 7 %
8 8 %
8 3 %
9 3 %
9 2 %
8 9 %
9 5 %
9 6 %
9 5 %
9 5 %
O c t 0 1
1 0 0 %
1 0 0 %
9 9 %
1 0 0 %
9 9 %
9 8 %
1 0 0 %
1 0 0 %
7 4 %
8 0 %
9 3 %
9 4 %
9 2 %
9 7 %
8 3 %
8 7 %
9 5 %
9 6 %
9 6 %
N o v 0 1
9 $ %
1 0 0 %
9 7 %
9 7 %
9 8 %
9 7 %
9 7 %
1 0 0 %
8 8 %
9 2 %
9 7 %
8 8 %
9 4 %
9 8 %
9 5 %
9 5 %
9 6 %
9 6 %
9 6 %
D e c 0 1
9 8 %
9 9 %
9 8 %
9 9 %
9 8 %
9 7 %
9 8 %
9 9 %
9 1 %
9 0 %
9 1 %
9 3 %
9 3 %
9 3 %
9 5 %
9 2 %
9 6 %
9 6 %
9 6 %
J a n 0 2
9 3 %
9 9 %
9 9 %
1 0 0 %
9 7 %
9 6 %
1 0 0 %
9 9 %
9 1 %
8 6 %
9 7 %
9 4 %
9 2 %
9 5 %
7 3 %
9 8 %
9 6 %
9 6 %
9 6 %
F e b 0 2
. 8 %
1 0 0 %
9 7 %
9 7 %
9 7 %
9 7 %
9 9 %
9 8 %
9 5 %
8 1 %
9 1 %
9 7 %
9 0 %
9 8 %
8 5 %
9 5 %
9 5 %
9 6 %
9 6 %
M a r 0 2
) 0 %
9 9 %
9 7 %
9 4 %
9 7 %
9 7 %
9 9 %
1 0 0 %
9 2 %
9 4 %
9 8 %
9 6 %
9 5 %
9 5 %
8 6 %
9 8 %
9 7 %
9 6 %
9 7 %
P e a k P e r i o d T r a i n s : r i v i n g W i t h i n 5 M i n u t e s o f S c h e d u l e d T i m e
M a r 0 2
J _
: . ��E w l t ��' R O O C R ' ' . ��. .
l G I
_ a . �� : . . A 1 ( t . f 3 . ( 7 1 1 t @ . . . . . ��
- x f F . L ' S
: . . S N f 3 : f . 3 Q U t t a : . : "
Y j ��
. , . . . : : 3 3 : t J f 3 T 1 7 r t l s ' . ; ' : . r
S s l , 4 M
3 . . : . : R I ��: i ��o i i t i ; : . . .
1 ' 4 . . } ' . , ��.
? i . . . r . Q C : : R . O . u f e . . . . - :
. , ( f l l i f i i F / �� ' r ' ��C G t
o
. . . . .
R I . v l f 4 l f ��f . . A i ' . . . " : . .
T Q t ; l n k } d . . . : 1 o f i 0 t t f 4 d
7 " o 1 : s t : " ' : ;
P e a k P e r i o d T r a i n s
i o n 9 7 %
9 8 % 9 7 %
9 5 % 9 6 %
9 9 % 1 0 0 %
8 9 % 9 3 %
9 7 % 9 7 %
9 6 % 9 5 %
0 % 0 %
9 5 % 9 7 %
9 6 %
N o a d j u s t m e n t s h a v e b e e n m a d e f o r r e l i e v a b l e d e l a y s .
T e r m i n a t e d t r a i n s a r e c o n s i d e r e d O T i f t h e y w e r e o n - t i m e a t p o i n t o f t e r m i n a t i o n .
A n n u l l e d t r a i n s a r e n o t i n c l u d e d i n t h e o n - t i m e c a l c u l a t i o n .
"
c o
1 1
O T - 1 3 M o N e w . x l s
CAUSES OF METROLINK DELAYS
MARCH 2002
PRIMARY CAUSE OF TRAIN DELAYS GREATER THAN 5 MINUTES
CAUSE:
VEN
AVL
SNB
BUR
RIV
OC
INL/OC
R/F/L
TOTAL
% of TOT
Signals/Detectors
0
3
3
1
7
1
0
1
16
18%
Slow Orders/MOW
0
10
0
0
3
0
0
0
13
14%
Track/Switch
0
0
0
0
2
0
0
0
2
2%
Dispatching
0
0
1
0
3
5
7
2
18
20%
Mechanical
1
1
7
0
1
1
2
0
13
14%
Freight Train
1
0
6
0
2
2
3
1
15
16%
Amtrak Train
. 0
1
0
0
0
4
0
0
5
5%
M etrolink Meet/Turn
0
0
0
0
0
0
0
0
0
0%
Vandalism
0
0
2
0
0
0
0
0
2
2%
Passenger(s)
0
0
0
0
0
0
0
0
0
0%
SCRRA Hold Policy
0
0
0
0
0
0
0
0
0
0%
Other
2
5
0
0
0
0
0
0
7
8%
TOTAL
4
20
19
1
18
13
12
4
91
100%
CD
•
12
•
Saturday
SNB
0
0
0
0
2
1
0
1
0
0
0
0
4
Saturday
AVL
0
1
0
0
1
0
0
0
0
1
0
0
3
Sunday
SNB
1
0
0
0
1
0
0
0
0
0
0
0
2
0203C • I5
" " "
F R E Q U E N C Y O F T R A I N D E L A Y S B Y D U R A T I O N
M A R C H 2 0 0 2
M I N U T E S L A T E :
N O D E L A Y
1 M I N - 5 M I N
6 M I N " 1 0 M I N
1 1 M I N " 2 0 M I N
2 1 M I N - 3 0 M I N
G R E A T E R T H A N 3 0 M I N
A N N U L L E D
V E N A V L S N B B U R R I V O C I E / O C R I V / F U L
4 0 8 3 7 4 5 4 0 2 0 4 2 1 7 3 5 6 2 2 6 5 9
8 6 8 7 1 3 1 6 3 1 1 4 1
0 7 4 0 5 7 5 2
3 8 8 1 9 2 6 1
0 1 5 0 4 1 1 0
1 4 2 0 0 3 0 1
0 0 0 2 1 0 1 0
T O T A L
2 3 8 4
2 1 2
3 0
3 8
1 2
1 1
4
% o f T O T
8 8 . 7 %
7 , 9 %
1 . 1 %
1 , 4 %
0 , 4 %
0 . 4 %
0 . 1 %
T O T A L T R A I N S O P T D
T R A I N S D E L A Y E D > 0 m i n
T R A I N S D E L A Y E D > 5 m i n
4 2 0 4 6 2 6 3 0 2 0 8 2 5 1 4 0 0 2 5 2 6 4
1 2 8 8 9 0 4 3 4 4 4 2 6 5
4 2 0 1 9 1 1 8 1 3 1 2 4
T h i s s u m m a r y e x c l u d e s S a t u r d a y & S u n d a y S e r v i c e .
"
C O
0
1 3
2 6 8 7
3 0 3
9 1
1 0 0 %
1 1 . 3 %
3 . 4 %
0 2 0 3 F R E Q . x l s
Daily Activity Report
•
•
•
Rtbci•sfrls CrMinty
liyir sjiurtatlon COMM,
Metrolink Stations
Generatedfrom 1/01/2002 to 3/31/2002
Riverside Pedley La Sierra W. Corona Total
1 - Standard Procedure
1A - RCTC Staff on Site 6 4 3 8
1B - Customer Assistance 89 92 87 90
1C - Ambassador on Site 81 19 35 21
21
358
156
Total 176 115 125 119 535
2 - Criminal Incidents
2A - Burglary / Theft / Vandalism 1 3 2 0 6
2B - Vagrants / Trespassing 9 3 1 1 14
2C - Suspicious Behavior 0 3 0 0 3
2E - Grafitti 0 0 1 0 1
3 - Crisis Situations
3A - Medical / Fire Emergencies
3B - Police Emergencies
4 - Maintenance / Repai
4A - Lights
4B - TVM / Validator Machine
4C - Elevator
4D - Other
5 - Miscellaneous
5A - Miscellaneous Activity
6 - Parked Overnight
6A - Parked Overnight
7 - Overflow
7A - Veh. In Overflow
8 - Parking Citations
8A - Parking Citations
9 - Empty Spaces
9A - Empty Spaces
Total 10 9 4 1 24
1
2
0 0 0 1
1 1 0 4
Total 3 1 1 0 5
Total
Total
Total
Total
Total
3 1 4 13 21
22 10 12 12 56
3 2 6 6 17
47 56 45 48 196
75 69 67 79 290
34
34
18 88 11
18 88 11
151
151
19 4 7 8 10
19
4 7 8 10
1 0 11 0 12
1 0 11 0 12
170 0 3 8 181
170
0 3 8 181
70 0 0 0 70
Total 70 0 0 0 70
Thursday, April 11, 2002
181
"
A G E N D A I T E M 7 M
"
"
"
"
"
R I V E R S I D E C O U N T Y T R A N S P O R T A T I O N C O M M I S S I O N
D A T E :
M a y 8 , 2 0 0 2
T O :
R i v e r s i d e C o u n t y T r a n s p o r t a t i o n C o m m i s s i o n
F R O M :
B u d g e t a n d I m p l e m e n t a t i o n C o m m i t t e e
J e r r y R i v e r a , P r o g r a m M a n a g e r
T H R O U G H :
E r i c H a l e y , E x e c u t i v e D i r e c t o r
S U B J E C T :
C o n t r a c t A w a r d f o r F r e e w a y S e r v i c e P a t r o l T o w T r u c k S e r v i c e
B U D G E T A N D I M P L E M E N T A T I O N C O M M I T T E E A N D E V A L U A T I O N C O M M I T T E E
R E C O M M E N D A T I O N :
T h i s i t e m i s f o r t h e C o m m i s s i o n t o :
1 ) A w a r d A g r e e m e n t N o . 0 2 - 4 5 - 0 7 0 , a t h r e e - y e a r c o n t r a c t , w i t h t w o o n e -
y e a r o p t i o n s , t o T r i - C i t y T o w i n g f o r t o w t r u c k s e r v i c e o n B e a t N o . 4 o f
t h e F r e e w a y S e r v i c e P a t r o l p r o g r a m a t a c o s t o f $ 4 5 . 0 0 p e r h o u r p e r
t r u c k ;
2 ) A w a r d A g r e e m e n t N o . 0 2 - 4 5 - 0 7 1 , a t h r e e - y e a r c o n t r a c t , w i t h t w o o n e -
y e a r o p t i o n s , t o P e p e ' s T o w i n g f o r t o w t r u c k s e r v i c e o n B e a t N o . 1 8 o f
t h e F r e e w a y S e r v i c e P a t r o l p r o g r a m a t a c o s t o f $ 4 2 . 5 0 p e r h o u r p e r
t r u c k ;
3 ) A w a r d A g r e e m e n t N o . 0 2 - 4 5 - 0 7 2 , a t h r e e - y e a r c o n t r a c t , w i t h t w o o n e -
y e a r o p t i o n s , t o P e p e ' s T o w i n g f o r t o w t r u c k s e r v i c e o n B e a t N o . 2 5 o f
t h e F r e e w a y S e r v i c e P a t r o l p r o g r a m a t a c o s t o f $ 4 2 . 5 0 p e r h o u r p e r
t r u c k ; a n d ,
4 ) A u t h o r i z e t h e C h a i r m a n t o e x e c u t e t h e a g r e e m e n t s , p u r s u a n t t o L e g a l
C o u n s e l r e v i e w , o n b e h a l f o f t h e C o m m i s s i o n .
B A C K G R O U N D I N F O R M A T I O N :
T h e C o m m i s s i o n , a c t i n g i n i t s c a p a c i t y a s t h e R i v e r s i d e C o u n t y S e r v i c e A u t h o r i t y f o r
F r e e w a y E m e r g e n c i e s ( R C S A F E ) , r e v i e w e d a n d a p p r o v e d a R e q u e s t f o r P r o p o s a l ( R F P )
f o r t o w t r u c k s e r v i c e a t i t s F e b r u a r y 1 3 , 2 0 0 2 m e e t i n g . T h e R F P f o r t h e F r e e w a y
S e r v i c e P a t r o l p r o g r a m w a s f o r t h r e e b e a t s o r s e g m e n t s o f f r e e w a y s i n R i v e r s i d e
C o u n t y a n d i n c l u d e d s p e c i f i c p r o p o s a l r e q u i r e m e n t s a n d e v a l u a t i o n c r i t e r i a .
" B e a t N o . 4 i s o n S R - 9 1 f r o m M a g n o l i a A v e n u e t o t h e S R - 6 0 / 9 1 / I - 2 1 5
i n t e r c h a n g e
" B e a t N o . 1 8 i s o n S R - 6 0 / I - 2 1 5 f r o m t h e S R - 6 0 / 9 1 / I - 2 1 5 i n t e r c h a n g e t o t h e S R -
6 0 / 1 - 2 1 5 i n t e r c h a n g e
2 0 6
"
" B e a t N o . 2 5 i s o n 1 - 1 5 f r o m t h e S R - 9 1 / I - 1 5 i n t e r c h a n g e t o t h e S R - 6 0 / I - 1 5
i n t e r c h a n g e .
B i d s w e r e d u e M a r c h 2 7 , 2 0 0 2 , a n d f o u r p r o p o s a l s w e r e r e c e i v e d . A n E v a l u a t i o n
C o m m i t t e e c o n s i s t i n g o f C o m m i s s i o n e r S c h i f f n e r a n d r e p r e s e n t a t i v e s f r o m t h e
C a l i f o r n i a H i g h w a y P a t r o l H e a d q u a r t e r s a n d l o c a l s t a f f , C a l t r a n s , t h e O r a n g e C o u n t y
T r a n s p o r t a t i o n A u t h o r i t y F S P p r o g r a m , a n d C o m m i s s i o n s t a f f r e v i e w e d t h e p r o p o s a l s
f o r c o m p l e t e n e s s a n d r e s p o n s i v e n e s s . S i t e v i s i t i n t e r v i e w s w e r e c o n d u c t e d o n a l l f o u r
f i r m s o n A p r i l 1 5 . C o m m i s s i o n e r R o n R o b e r t s w a s o r i g i n a l l y s c h e d u l e d t o s e r v e o n t h e
E v a l u a t i o n C o m m i t t e e , b u t w a s u n a b l e t o p a r t i c i p a t e i n t h e p r o c e s s d u e t o s c h e d u l i n g
c o n f l i c t s .
T h e E v a l u a t i o n C o m m i t t e e s p o k e w i t h e a c h o f t h e c o m p a n y r e p r e s e n t a t i v e s a b o u t t h e i r
p r o p o s a l s a n d t h e i r u n d e r s t a n d i n g o f t h e p r o g r a m ' s r e q u i r e m e n t s . E a c h w a s a s k e d a
s e t o f s t a n d a r d q u e s t i o n s i n a d d i t i o n t o s e v e r a l q u e s t i o n s c o n c e r n i n g t h e i r i n d i v i d u a l
p r o p o s a l s t o c l a r i f y a n y q u e s t i o n s . A f t e r a l l f o u r v i s i t s w e r e c o m p l e t e d , t h e C o m m i t t e e
d i s c u s s e d t h e p r o p o s a l s a n d s i t e v i s i t s a n d f i n a l i z e d t h e i r s c o r i n g o f t h e p r o p o s a l s
b a s e d o n t h e f o l l o w i n g c r i t e r i a i n c l u d e d i n t h e R F P :
Q u a l i f i c a t i o n s o f t h e F i r m 2 5 p o i n t s
S t a f f i n g a n d P r o j e c t O r g a n i z a t i o n 2 5 p o i n t s
W o r k P l a n 1 5 p o i n t s
C o s t a n d P r i c e 2 5 p o i n t s
C o m p l e t e n e s s o f R e s p o n s e 1 0 p o i n t s
T o t a l 1 0 0 p o i n t s
T h e E v a l u a t i o n C o m m i t t e e ' s c o m b i n e d a v e r a g e s c o r e s a r e a s f o l l o w s :
B e a t N o . 4 B e a t N o . 1 8 B e a t N o . 2 5
F i r m S c o r e S c o r e S c o r e
P e p e ' s T o w i n g 8 7 . 6 9 0 . 4 * 9 4 . 4 *
T r i - C i t y T o w i n g 8 2 . 2 * 8 4 . 2 8 1 . 0
H a m n e r T o w i n g 6 1 . 0 6 3 . 0 6 7 . 0
E x c l u s i v e T o w i n g 6 0 . 7 6 2 . 9 5 9 . 5
* R e c o m m e n d a w a r d o f c o n t r a c t .
N O T E : W h i l e P e p e ' s T o w i n g w a s r a n k e d N o . 1 o n a l l t h r e e b e a t s , t h e y w o u l d
p r e f e r o p e r a t i n g n o m o r e t h a n t w o b e a t s .
B a s e d u p o n t h e a v e r a g e s c o r e o f t h e f i v e C o m m i t t e e m e m b e r s ( C o m m i s s i o n e r
S c h i f f n e r , C H P H Q , C a l t r a n s D i s t r i c t 8 , O C T A F S P s t a f f , a n d C o m m i s s i o n s t a f f ) t h e
C o m m i t t e e r e c o m m e n d s t h a t : 1 ) T r i - C i t y T o w i n g b e a w a r d e d a t h r e e - y e a r c o n t r a c t
"
"
2 0 7
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w i t h t w o o n e - y e a r o p t i o n s , t o p r o v i d e t o w t r u c k s e r v i c e f o r t h e F S P p r o g r a m o n b e a t
N o . 4 a t $ 4 5 . 0 0 p e r h o u r p e r t r u c k ; 2 ) P e p e ' s T o w i n g b e a w a r d e d a t h r e e - y e a r
c o n t r a c t w i t h t w o o n e - y e a r o p t i o n s , t o p r o v i d e t o w t r u c k s e r v i c e f o r t h e F S P p r o g r a m
o n b e a t N o . 1 8 a t $ 4 2 . 5 0 p e r h o u r p e r t r u c k ; 3 ) P e p e ' s T o w i n g b e a w a r d e d a t h r e e -
y e a r c o n t r a c t w i t h t w o o n e - y e a r o p t i o n s , t o p r o v i d e t o w t r u c k s e r v i c e f o r t h e F S P
p r o g r a m o n b e a t N o . 2 5 a t $ 4 2 . 5 0 p e r h o u r p e r t r u c k . B e a t N o . 4 c u r r e n t l y r e q u i r e s
f o u r ( 4 ) t r u c k s , o n e o f w h i c h i s f u n d e d b y a s e p a r a t e a g r e e m e n t w i t h C a l t r a n s f o r
c o n s t r u c t i o n p r o j e c t s . B e a t N o . 1 8 r e q u i r e s t h r e e t r u c k s a n d b e a t N o . 2 5 r e q u i r e s t w o
t r u c k s . A l l t h r e e b e a t s o p e r a t e f r o m 5 : 3 0 a . m . t o 8 : 3 0 a . m . a n d f r o m 3 : 0 0 p . m . t o
7 : 0 0 p . m . , M o n d a y t h r o u g h F r i d a y , e x c e p t h o l i d a y s .
T h e c u r r e n t t o w t r u c k o p e r a t o r f o r b e a t N o . 4 i s H a m n e r T o w i n g , a n d t h e C o m m i t t e e ' s
r e c o m m e n d a t i o n i s t o a w a r d t h e b e a t t o T r i - C i t y t o w i n g e f f e c t i v e J u l y 1 , 2 0 0 2 . T h e
c u r r e n t o p e r a t o r f o r b e a t N o . 1 8 a n d N o . 2 5 i s P e p e ' s T o w i n g , a n d i t i s t h e
C o m m i t t e e ' s r e c o m m e n d a t i o n t h a t P e p e ' s T o w i n g c o n t i n u e t o o p e r a t e t h o s e t w o
b e a t s .
A l l o b l i g a t i o n s i n c u r r e d b y t h e C o m m i s s i o n u n d e r t h e t e r m s o f t h i s a w a r d a r e f u n d e d
8 0 % f r o m S t a t e f u n d s a n d 2 0 % f r o m l o c a l S A F E f e e s , a n d a r e s u b j e c t t o c o n t i n u e d
f u n d i n g f r o m t h e S t a t e f o r t h e R i v e r s i d e C o u n t y F r e e w a y S e r v i c e P a t r o l p r o g r a m .
F u n d i n g f o r t h e s e b e a t s i s i n c l u d e d i n t h e F Y 0 2 - 0 3 p r o p o s e d b u d g e t .
2 0 8
"
A G E N D A I T E M 7 U
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"
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"
"
R I V E R S I D E C O U N T Y T R A N S P O R T A T I O N C O M M I S S I O N
D A T E :
M a y 8 , 2 0 0 2
T O :
R i v e r s i d e C o u n t y T r a n s p o r t a t i o n C o m m i s s i o n
F R O M :
P l a n s a n d P r o g r a m s C o m m i t t e e
S t e p h a n i e W i g g i n s , P r o g r a m M a n a g e r
T H R O U G H :
E r i c H a l e y , E x e c u t i v e D i r e c t o r
S U B J E C T :
A p p r o v a l o f M e m o r a n d u m o f U n d e r s t a n d i n g N o . M - 2 2 - 0 0 1 w i t h
t h e R i v e r s i d e P u b l i c U t i l i t i e s f o r a P h o t o v o l t a i c C a r p o r t S t r u c t u r e a t
t h e L a S i e r r a S t a t i o n
P L A N S A N D P R O G R A M S C O M M I T T E E A N D S T A F F R E C O M M E N D A T I O N :
T h i s i t e m i s f o r t h e C o m m i s s i o n t o a p p r o v e M e m o r a n d u m o f U n d e r s t a n d i n g
N o . M - 2 2 - 0 0 1 w i t h t h e R i v e r s i d e P u b l i c U t i l i t i e s f o r a P h o t o v o l t a i c C a r p o r t
S t r u c t u r e a t t h e L a S i e r r a S t a t i o n , p u r s u a n t t o L e g a l C o u n s e l r e v i e w .
B A C K G R O U N D I N F O R M A T I O N :
R i v e r s i d e P u b l i c U t i l i t i e s ( R P U ) h a s a s p e c i f i c g o a l t o i n c r e a s e t h e s h a r e o f
r e n e w a b l e g e n e r a t i o n i n t h e i r p o w e r p o r t f o l i o . A t i t s M a r c h 1 3 , 2 0 0 2 m e e t i n g , t h e
C o m m i s s i o n a p p r o v e d i n c o n c e p t t h e p a r t n e r s h i p w i t h R i v e r s i d e P u b l i c U t i l i t i e s
( R P U ) t o i n s t a l l a p h o t o v o l t a i c ( P V ) c a r p o r t s t r u c t u r e a t t h e L a S i e r r a S t a t i o n .
R C T C s t a f f h a s m e t w i t h R P U r e p r e s e n t a t i v e s t o c o o r d i n a t e t h e i n s t a l l a t i o n o f t h e
P V s t r u c t u r e w i t h t h e p l a n n e d p a r k i n g l o t e x p a n s i o n a t t h e L a S i e r r a S t a t i o n . R P U
e s t i m a t e s t h a t t h e e x p a n d e d S t a t i o n c o u l d p r o v i d e a n a r e a c a p a b l e o f p r o v i d i n g
a p p r o x i m a t e l y 1 m e g a w a t t o f r e n e w a b l e e n e r g y .
C o u p l e d w i t h R C T C ' s p l a n n e d e x p a n s i o n o f t h e L a S i e r r a S t a t i o n , t h i s p r o j e c t
e n c o u r a g e s r a i l t r a n s i t t h r o u g h a n a d d e d a m e n i t y o f c o v e r e d p a r k i n g , p r o v i d e s
e l e c t r i c v e h i c l e r e c h a r g i n g s t a t i o n s , a n d p r o v i d e s r e n e w a b l e e n e r g y t o n e i g h b o r h o o d
h o m e s . C u r r e n t l y , t w o p h a s e s o f a d d i t i o n a l p a r k i n g s p a c e s a r e p l a n n e d , w i t h t h e
f i r s t p h a s e c o n s i s t i n g o f a p p r o x i m a t e l y 2 5 0 a d d i t i o n a l p a r k i n g s p a c e s . R P U h a s
e v a l u a t e d p h a s e o n e o f t h e p r o j e c t a n d d e t e r m i n e d i t w o u l d c o s t u p t o $ 1 , 2 0 0 , 0 0 0
t o c o n s t r u c t a p h o t o v o l t a i c c a r p o r t s t r u c t u r e o v e r t h e s p a c e s c o n s t r u c t e d i n t h i s
p h a s e . T h i s i s a p r e l i m i n a r y e s t i m a t e w h i c h m a y c h a n g e a f t e r e n g i n e e r i n g
d o c u m e n t s a r e c o m p l e t e d . F u n d i n g i s a v a i l a b l e i n t h e R P U P u b l i c B e n e f i t s P r o g r a m
b u d g e t t o f u l l y f u n d t h i s p h a s e o f t h e p r o j e c t a n d R P U w i l l c o n t i n u e t o s e e k
a d d i t i o n a l s o u r c e s t o f u n d t h e s u b s e q u e n t p h a s e s .
1 8 2
Staffs of RCTC and RPU have identified specific points to be included in a
Memorandum of Understanding (MOU), which are attached. This MOU will be the
basis for a formal contract/net metering agreement after approval by the Riverside
City Council and the RCTC Board. RPU and RCTC will share in the benefits of the
project through lower electricity costs for both entities.
RCTC will be the project manager of the construction project and provide the funds
for the parking lot, with RPU providing the funding for the photovoltaic carport
structure and related installation expenses.
Attachment: Memorandum of Understanding Deal Points for PV Carport Structure
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•
•
183
Memorandum of Understanding
Between
Riverside County Transportation Commission
And
Riverside Public Utilities
Riverside Public Utilities ("RPU") is committed to funding $1.2 million for the first
phase of a photovoltaic ("PV") carport structure at the La Sierra Metrolink station.
Riverside County Transportation Commission ("RCTC") plans additional phases of
parking facility expansion, an estimated 1,050 total parking spaces.
RCTC will assist RPU in pursuing additional funding for future phases of the PV
carport structure.
State and Federal funding hurdles currently exist towards obtaining matching funds
for PV carport structures beyond Phase 1.
RCTC will act as the project manager for Phase 1, and coordinate all bid
documentation required.
There will be an option for solar panel and related equipment procurement directly
by RPU as a separate item from any bid specifications.
RCTC and RPU will further determine how to share in the benefit of electricity
generated at this site.
The 125 kW structure in Riverside at the Utilities Operations Center will serve as
model for this project.
Planned PV carport structure provides renewable energy and benefits commuters.
RPU will assist RCTC with the cost of bid specifications related to this project.
Preliminary engineering work specifications for the PV structure to be done by
RCTC with reimbursement by RPU.
Maintenance of installed PV structure to be determined.
Estimated time frame for completion of Phase 1 is October 2002.
Maximum commitment from RPU for funding of Phase 1 is $1.2 million.
184
AGENDA ITEM 7N
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R I V E R S I D E C O U N T Y T R A N S P O R T A T I O N C O M M I S S I O N
D A T E :
M a y 8 , 2 0 0 2
T O :
R i v e r s i d e C o u n t y T r a n s p o r t a t i o n C o m m i s s i o n
F R O M :
P l a n s a n d P r o g r a m s C o m m i t t e e
S t e p h a n i e W i g g i n s , P r o g r a m M a n a g e r
T H R O U G H :
E r i c H a l e y , E x e c u t i v e D i r e c t o r
S U B J E C T :
A m e n d F i s c a l Y e a r 2 0 0 1 - 2 0 0 2 C o m m u t e r R a i l S h o r t R a n g e T r a n s i t
P l a n : P a r k i n g E x p a n s i o n a n d R o l l i n g S t o c k
P L A N S A N D P R O G R A M S C O M M I T T E E A N D S T A F F R E C O M M E N D A T I O N :
T h i s i t e m i s f o r t h e C o m m i s s i o n t o :
1 ) A u t h o r i z e $ 4 2 5 , 0 0 0 o f p r e v i o u s l y a l l o c a t e d L o c a l T r a n s p o r t a t i o n F u n d s
( L T F ) f o r t e m p o r a r y p a r k i n g l o t e x p a n s i o n a t t h e R i v e r s i d e - D o w n t o w n
S t a t i o n ;
2 ) D e - o b l i g a t e $ 5 8 8 , 0 0 0 o f F e d e r a l T r a n s i t A d m i n i s t r a t i o n ( F T A ) S e c t i o n
5 3 0 7 f u n d s f o r R C T C ' s s h a r e o f a r o l l i n g s t o c k a c q u i s i t i o n a n d s u b s t i t u t e
i t w i t h a $ 5 8 8 , 0 0 0 r e a l l o c a t i o n o f p r e v i o u s l y a l l o c a t e d L T F f o r R C T C ' s
s h a r e ; a n d ,
3 ) A m e n d t h e F i s c a l Y e a r 2 0 0 1 - 2 0 0 2 C o m m u t e r R a i l S h o r t R a n g e T r a n s i t
P l a n ( S R T P ) a n d a l l o c a t e $ 1 , 0 1 3 , 0 0 0 i n L T F f o r t h e a b o v e l i s t e d c a p i t a l
p r o j e c t s .
B A C K G R O U N D I N F O R M A T I O N :
P a r k i n g E x p a n s i o n
T h e R i v e r s i d e - D o w n t o w n S t a t i o n p r o v i d e s 7 5 0 s u r f a c e p a r k i n g s p a c e s . C u r r e n t l y ,
o v e r 9 2 5 b o a r d i n g s o c c u r d a i l y w i t h o v e r 9 5 % o f t h e p a r k i n g l o t f i l l e d . T h e
C o m m i s s i o n o w n s a s m a l l p a r c e l o f v a c a n t l a n d o n V i n e S t r e e t a c r o s s f r o m t h e
S t a t i o n . P r e l i m i n a r y e s t i m a t e s i n d i c a t e d e v e l o p m e n t o f t h i s p a r c e l w i l l p r o v i d e a n
a d d i t i o n a l 1 2 5 s u r f a c e p a r k i n g s p a c e s a t a n e s t i m a t e d c o s t o f $ 4 2 5 , 0 0 0 .
H o w e v e r , p l a n s t o w i d e n S R 9 1 f r e e w a y i n t h i s a r e a w i t h i n t h e - n e x t s e v e n t o t e n
y e a r s w i l l r e s u l t i n t h e r e m o v a l o f t h i s p a r k i n g a r e a . G i v e n t h e i m m e d i a t e p a r k i n g
d e m a n d s a n d t h e i m p e n d i n g s t a r t - u p o f t h e n e w S R 9 1 C o m m u t e r R a i l L i n e s e r v i c e ,
S t a f f r e c o m m e n d s e x p a n d i n g t h e s t a t i o n p a r k i n g t o t h i s p a r c e l t o p r o v i d e s h o r t -
t e r m r e l i e f .
1 8 5
At its May 2001 meeting, the Commission reviewed the draft Station Management
Strategic Plan that identified a parking deficit of 123 spaces at the Riverside -
Downtown Station by 2003 and the need to double the number of parking spaces
at the Riverside -Downtown Station from 750 to 1,500 spaces by 2010. While the
improvements on Vine Street will assist in addressing the forecasted demand in
2003, it is only a temporary solution. For more permanent solutions to the parking
capacity problems, staff is working with property owners on the south side of the
Station, as well as the City and private developers on the north side of the Station.
RCTC's Share of Rolling Stock — Substitution of Funding
At its February 2001 meeting, the Commission approved the amendment of the
Commuter Rail SRTP to allocate $588,000 of FTA Section 5307 funds to provide
the match for the purchase of seven additional Metrolink cars or two additional
locomotives. SCRRA, acting as lead agency, awarded the contract for the
locomotives prior to the federal programming approval of the $588,000 which
renders our federal dollars as unacceptable for this project. SCRRA is requesting
that we substitute the FTA Section 5307 funding with another funding source.
Staff is recommending the use of previously allocated Western County Commuter
Rail Local Transportation Funds. The net budget impact of this recommendation is
$0 because the $588,000 of FTA funds was never expended. The $588,000 of
FTA funds will return as undesignated rail funds until the Commission decides to
designate them for a specific purpose.
Financial Information
In Fiscal Year Budget: Y Year: FY 2002/03 Amount: $ 1,013,000
Source of Funds: LTF Budget Adjustment: N
GLA No.: 221-33-81301
Fiscal Procedures Approved:
Date: 4/16/02
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A G E N D A I T E M 7 0
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RIVERSIDE COUNTY TRANSPORTA TION COMMISSION
DATE:
May 8, 2002
TO:
Riverside County Transportation Commission
FROM:
Plans and Programs Committee
Stephanie Wiggins, Program Manager
THROUGH:
Eric Haley, Executive Director
SUBJECT:
Amendment No. 1 to the Amtrak Intercity Agreement
PLANS AND PROGRAMS COMMITTEE AND STAFF RECOMMENDATION:
This item is for the Commission to:
1) Approve the amendment of the Amtrak Intercity Agreement between
Amtrak, SCRRA, and its member agencies; and,
2) Authorize the Executive Director to sign the amendment, pursuant to
legal counsel review.
BACKGROUND INFORMATION:
The Southern California Regional Rail Authority (SCRRA) is a Joint Powers
Authority consisting of the following member agencies: Los Angeles County
Metropolitan Authority, Orange County Transportation Authority, San Bernardino
Associated Governments, Ventura County Transportation Commission, and RCTC.
In 1993, upon approval by all of its member agencies, SCRRA entered into an
agreement with Amtrak for the operation of Amtrak intercity and intrastate trains
running over properties the member agencies had purchased from the freight
railroads. The resulting operating and compensation agreement was executed on
March 1, 1994 and expires on February 29, 2004. These properties are owned by
the member agencies and dispatched and maintained by SCRRA.
SCRRA and Amtrak staffs including legal counsel from both have been negotiating
this first amendment to the Amtrak Intercity Agreement for the past three years.
The negotiations have focused on the following three issues: (1) Amtrak's desire
to begin Los Angeles to Las Vegas service, (2) Amtrak's decision to carry mail on
certain trains, and (3) Amtrak operation on territories not included in the original
agreement. Specifically:
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1 ) A m t r a k L o s A n g e l e s t o L a s V e g a s S e r v i c e : T h e a m e n d m e n t p e r m i t s
A m t r a k t o u s e t h e M e t r o l i n k S a n B e r n a r d i n o L i n e f o r o p e r a t i o n s o f
i n t e r c i t y t r a i n s b e t w e e n L o s A n g e l e s a n d L a s V e g a s a f t e r
S e p t e m b e r 1 , 2 0 0 1 . A s c o m p e n s a t i o n f o r o n e t r a i n p e r d a y i n e a c h
d i r e c t i o n , A m t r a k w i l l p a y S C R R A $ 5 . 1 2 p e r t r a i n m i l e a d j u s t e d f o r
i n f l a t i o n u s i n g S e p t e m b e r 1 , 2 0 0 1 a s t h e b a s e . A m t r a k h a s t h e o p t i o n
o f p r e p a y i n g t h e S C R R A f o r t h i s s e r v i c e b y p a y i n g a l u m p s u m
d i s c o u n t e d f o r p r e s e n t v a l u e a t a n a n n u a l r a t e o f 6 % . S C R R A h a s t h e
o p t i o n o f r e q u e s t i n g t h e s e f u n d s i n t h e f o r m o f c a p i t a l i m p r o v e m e n t s
o r A m t r a k a s s e t s , s u c h a s s p a r e l o c o m o t i v e s . C o m p e n s a t i o n f o r
a d d i t i o n a l t r a i n s b e t w e e n L o s A n g e l e s a n d L a s V e g a s w i l l b e
n e g o t i a t e d b e f o r e a n y a d d i t i o n a l t r a i n s b e g i n o p e r a t i o n s ;
2 ) A m t r a k C a r r y i n g M a i / I n a n d O u t o f U n i o n S t a t i o n : T h e a m e n d m e n t
p l a c e s t r a i n l e n g t h r e s t r i c t i o n s a n d l o c o m o t i v e h o r s e p o w e r p e r t o n
m i n i m u m r e q u i r e m e n t s o n t h o s e A m t r a k t r a i n s h a u l i n g m a i l i n a n d o u t
o f U n i o n S t a t i o n . I n a d d i t i o n , t h e a m e n d m e n t e x p l i c i t l y g i v e s S C R R A
t h e r i g h t t o m a k e d i s p a t c h i n g d e c i s i o n s t h a t w i l l p r e v e n t A m t r a k ' s m a i l
a n d e x p r e s s o p e r a t i o n f r o m o b s t r u c t i n g t e r m i n a l o p e r a t i o n s ; a n d
3 ) A d d i t i o n o f T e r r i t o r y t o R e f l e c t C h a n g e s i n R i g h t - o f - W a y C o n f i g u r a t i o n
a n d o t h e r c h a n g e s : A p p e n d i x 1 , ( S e r v i c e P r o p e r t y ) o f t h e a g r e e m e n t
w i l l b e a m e n d e d t o i n c r e a s e t h e M i s s i o n T o w e r t o R e d o n d o J u n c t i o n
t e r r i t o r y b y 7 / 1 0 o f a m i l e d u e t o t h e c o n s t r u c t i o n o f t h e R e d o n d o
F l y o v e r , a n d i n c l u d e t h e t e r r i t o r y b e t w e e n B u r b a n k J u n c t i o n a n d
M o o r p a r k . T h e a m e n d m e n t a l s o r e q u i r e s a d d i t i o n a l c o m p e n s a t i o n
f r o m A m t r a k i f i t i n c r e a s e s t h e n u m b e r o f s c h e d u l e d i n t e r c i t y
p a s s e n g e r t r a i n s o p e r a t i n g b e t w e e n t h e C o m m u t e r R a i l I n t e r l o c k e r a n d
M o o r p a r k o v e r t h e n u m b e r o f s u c h t r a i n s o p e r a t i n g o n M a y 2 1 , 2 0 0 0 .
A p p l i c a b i l i t y t o R i v e r s i d e C o u n t y M e t r o l i n k S e r v i c e s
T h e p r o p o s e d a m e n d m e n t d o e s n o t d i r e c t l y a f f e c t t h e M e t r o l i n k s e r v i c e s i n
R i v e r s i d e C o u n t y b e c a u s e n e i t h e r o f t h e L i n e s , t h e R i v e r s i d e a n d I n l a n d E m p i r e -
O r a n g e C o u n t y , o p e r a t e s o n t r a c k s o w n e d b y t h e C o m m i s s i o n . ( A l t h o u g h ,
p o r t i o n s o f t h e I E O C d o o p e r a t e o n O C T A o w n e d t r a c k s . ) H o w e v e r , a s a
m e m b e r a g e n c y t o S C R R A a n d a n o r i g i n a l s i g n a t o r y t o t h e a g r e e m e n t , R C T C i s
r e q u i r e d t o a p p r o v e a n y a m e n d m e n t s t o t h e A m t r a k I n t e r c i t y A g r e e m e n t .
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1 8 8
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A t i t s M a r c h 2 2 , 2 0 0 2 m e e t i n g , t h e S C R R A B o a r d a u t h o r i z e d t h e C h i e f
E x e c u t i v e O f f i c e r t o s i g n A m e n d m e n t N o . 1 o f t h e A m t r a k I n t e r c i t y A g r e e m e n t ,
s u b j e c t t o t h e t r a n s m i s s i o n o f t h e a m e n d m e n t t o t h e m e m b e r a g e n c i e s f o r t h e i r
s i g n a t u r e . I n o r d e r t o e x p e d i t e t h e p r o c e s s i n g , s t a f f r e c o m m e n d s a u t h o r i z i n g
t h e E x e c u t i v e D i r e c t o r t o s i g n t h e a g r e e m e n t o n b e h a l f o f t h e C o m m i s s i o n ,
p u r s u a n t t o l e g a l c o u n s e l r e v i e w .
A t t a c h m e n t : A m e n d m e n t N o . 1 t o A g r e e m e n t A m o n g N a t i o n a l R a i l r o a d
P a s s e n g e r C o r p o r a t i o n a n d S o u t h e r n C a l i f o r n i a R e g i o n a l R a i l A u t h o r i t y
1 8 9
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A m e n d m e n t N u m b e r 1
T o
A G R E E M E N T A M O N G
N A T I O N A L R A I L R O A D P A S S E N G E R C O R P O R A T I O N
A N D
S O U T H E R N C A L I F O R N I A R E G I O N A L R A I L A U T H O R I T Y , E T A L .
D A T E D M A R C H 1 , 1 9 9 4
T h i s A m e n d m e n t N u m b e r 1 t o t h e A g r e e m e n t A m o n g N a t i o n a l R a i l r o a d
P a s s e n g e r C o r p o r a t i o n a n d S o u t h e r n C a l i f o r n i a R e g i o n a l R a i l A u t h o r i t y , L o s A n g e l e s
C o u n t y M e t r o p o l i t a n T r a n s p o r t a t i o n A u t h o r i t y , O r a n g e C o u n t y T r a n s p o r t a t i o n
A u t h o r i t y , R i v e r s i d e C o u n t y T r a n s p o r t a t i o n C o m m i s s i o n , S a n B e r n a r d i n o A s s o c i a t e d
G o v e r n m e n t s , a n d V e n t u r a C o u n t y T r a n s p o r t a t i o n C o m m i s s i o n d a t e d M a r c h 1 , 1 9 9 4 ,
( t h e " A g r e e m e n t " ) i s b e t w e e n t h e p a r t i e s t h e r e t o .
I n t h i s A m e n d m e n t N u m b e r 1 , c a p i t a l i z e d t e r m s s h a l l h a v e t h e s a m e m e a n i n g s
a s a r e s e t f o r t h i n t h e A g r e e m e n t .
I n c o n s i d e r a t i o n o f t h e m u t u a l u n d e r t a k i n g s s e t f o r t h h e r e i n , e f f e c t i v e
S e p t e m b e r 1 , 2 0 0 1 , t h e p a r t i e s h e r e b y a g r e e t o a m e n d t h e A g r e e m e n t a s f o l l o w s :
1 . I n A r t i c l e I I , a t t h e e n d o f t h e s e c o n d s e n t e n c e , a d d t h e f o l l o w i n g :
" N o t w i t h s t a n d i n g t h e r e f e r e n c e s i n t h e t w o p r e v i o u s s e n t e n c e s t o
c e s s a t i o n o f s e r v i c e s o n t h e f o r m e r S F P a s a d e n a S u b d i v i s i o n , A m t r a k
s h a l l b e p e r m i t t e d t o u s e t h e S C R R A l i n e s e g m e n t b e t w e e n P a s a d e n a
J u n c t i o n a n d S a n B e r n a r d i n o ( M P 0 . 9 t o M P 5 6 . 2 o n t h e c u r r e n t S C R R A
S a n G a b r i e l S u b d i v i s i o n ) f o r o p e r a t i o n o f i n t e r c i t y p a s s e n g e r t r a i n s
b e t w e e n L o s A n g e l e s a n d L a s V e g a s a f t e r S e p t e m b e r 1 , 2 0 0 1 . "
2 . A d d a n e w S e c t i o n 4 . 8 a s f o l l o w s :
" S e c t i o n 4 . 8 . A m t r a k s h a l l n o t e x p a n d t h e n u m b e r o f s c h e d u l e d t r a i n s
t h a t e x c e e d 1 4 4 0 ' i n l e n g t h i n L A U P T w i t h o u t t h e e x p r e s s w r i t t e n
c o n s e n t o f S C R R A , w h i c h c o n s e n t s h a l l n o t u n r e a s o n a b l y b e w i t h h e l d .
T h e r e a r e c u r r e n t l y t w o t r a i n s ( i . e . , T r a i n N o s . 3 a n d 4 ) . "
3 . A d d a n e w s e c t i o n 4 . 9 a s f o l l o w s :
" S e c t i o n 4 . 9 . D u r i n g t h e c o m m u t e r p e a k h o u r s a s d e f i n e d i n A p p e n d i x
3 t o t h i s A g r e e m e n t , n o A m t r a k t r a i n c a r r y i n g m a i l a n d e x p r e s s s h a l l b e
s c h e d u l e d t o s t o p o n t h e m a i n l i n e t r a c k a g e o f t h e S u b j e c t P r o p e r t y
b e t w e e n C P O l y m p i c ( M P 1 4 2 . 6 ) a n d S a n D i e g o J u n c t i o n ( o r V i g n e s a f t e r
t h e c r o s s o v e r s f o r C P V i g n e s a r e i n s t a l l e d ) p r i o r t o a r r i v a l a t o r f o l l o w i n g
d e p a r t u r e f r o m L A U P T . "
4 . S e c t i o n 6 . 1 ( a ) i s a m e n d e d b y a d d i n g n e w s u b - s e c t i o n ( 5 ) a s f o l l o w s :
( 5 ) A s c o m p e n s a t i o n f o r t h e o p e r a t i o n o f o n e t r a i n p e r d a y i n
e a c h d i r e c t i o n b e t w e e n L o s A n g e l e s a n d L a s V e g a s o v e r t h e
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Subject Property_from September 1, 2001 through February 29,
2004, Amtrak shall pay to SCRRA $5.12 per train mile adjusted
for inflation in accordance with Section 6.4 using September 1,
2001 as the base; provided, however, that in the event the on -
time performance of trains delivered to the Subject Property at
their scheduled time (without tolerance) is less than 97% in two
successive months (measured with a 5 -minute tolerance and no
allowable delays), upon written notice from Amtrak, the parties
shall establish by agreement or by arbitration an arrangement for
payment of $1.50 per train mile in guaranteed compensation and
up to $3.62 per train mile in compensation based on on -time
performance. Amtrak shall be entitled on notice given no less
than 6 months prior to the start of SCRRA's fiscal year to prepay
SCRRA for this service by paying a lump sum discounted for
present value at an annual rate of 6%. The parties may agree
that Amtrak will provide and SCRRA will accept locomotives or
other equipment, or other compensation, in lieu of the lump sum
payment described in the foregoing sentence, subject to SCRRA's
prior approval of any such equipment. If the parties agree to
operation of additional trains between Los Angeles and Las
Vegas, the compensation for such additional operation shall be
negotiated prior to its commencement.
5. Section 6.1(c) is amended by adding a new sub -section (2)(C):
(C). If Amtrak increases the number of scheduled intercity passenger
trains operating five days per week or more over that portion of the
Subject Property or any line of railroad for which SCRRA provides
dispatching services between the Commuter Rail Interlocker ("CRI") and
Moorpark above the number of such trains operating on May 21, 2000,
then the cost of dispatching shall be the wages and fringe benefits,
overheads and fees, for five (5) dispatcher positions. Amtrak's allocated
share of such cost shall be determined by using a ratio that is the same
as the ratio of Amtrak train miles operated on the lines between CRI and
Moorpark and between CRI and Lancaster to the total of all train miles
(passenger and freight, including SCRRA) on those two line segments."
6. Section 6.1(d) is amended by adding at the end of the sentence the following
new language:
" . . . along with such other payments as may be required by Appendix
5."
7. Section 6.1(d) is further amended by adding the following text at the end
of the existing language (as revised in item 6):
"For trains that operate over the Subject Property with more than twelve
cars, Amtrak shall report locomotive unit numbers, horsepower per type
of unit, and trailing tonnage in its ARROW train status system, and
shall make this information available to SCRRA. Failure to provide this
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information within three (3) business days from the date that SCRRA
notifies Amtrak that such information has not been made available for a
particular trip of a train shall cause such train to be excluded from the
determination of on -time performance for the purpose of calculating
incentives under this section and Appendix 5."
8. Appendix 1, Service Property, is amended as follows:
(a) by replacing the seventh item with the following:
"** CP Burbank Junction - Moorpark
(b) by replacing the sixth item with the following:
"Mission Tower - Redondo Junction
462.6 to 426.5".
140.0 to 143.9"
9. Appendix 2 is amended by replacing the second sentence of the first paragraph
with the following text:
"The consist of Amtrak trains shall contain a locomotive or locomotives
that will provide at least 4.0 horsepower per trailing ton.
10. Appendix 3 is amended by adding the following to the end of the second
paragraph:
"Notwithstanding the foregoing, in establishing the priority of any trains
that are longer than 1,440 feet, SCRRA will have the discretion to make
appropriate dispatching decisions that will prevent the excess length
trains from obstructing terminal operations and delaying other SCRRA
and Amtrak trains."
11. Appendix 5, paragraph 2 is amended by substituting the following for the
existing text:
2. A trip of a train will be considered on -time if its actual arrival time is at
or before the scheduled arrival time at the train platform at the terminal station
(or at that point en route where performance is measured) plus (a) a standard
tolerance of 5", (b) the amount of time a train was late in arriving at the entry
point onto the Subject Property, (c) the amount of time lost by a train when it is
held by a dispatcher because it is longer than 1,440 feet (as peiiuitted by
Appendix 3), and (d) the amount of time in excess of 10" that the sum of the
actual station dwell time exceeds the sum of the total scheduled station dwell
times (as specified in Appendix 5-A) for all scheduled train stops on the trip that
are on a line segment for which SCRRA is responsible pursuant to this
Appendix 5. When a train fails to meet the power to weight ratio described in
Appendix 2, then that train shall be counted as on -time in the computation of
on -time percentages in Section 1 of this Appendix, and the train miles operated
by any such train on the Subject Property shall be included in the number of
train miles considered operated on both line segments in the month. For the
purposes of this Appendix, scheduled arrival time is established by adding the
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Scheduled Running Time for the train established pursuant to Section 4.3(a) to
the scheduled departure time at the entry point onto the Subject Property. On
the Orange County Line, the entry point onto the Subject Property for trains
operating towards Los Angeles is San Juan Capistrano, and the entry point
onto the Subject Property for trains operating towards San Diego is Fullerton
Junction.
12. Appendix 5 is further modified by adding the following new section 8:
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trains operating in revenue service if the delay is caused by an Amtrak
train greater than 18 cars in length which fails to clear or cannot
maintain its scheduled running time due to lack of adequate power to
meet the power -to -weight ratio set forth in Appendix 2. Amtrak shall pay
$500 to SCRRA for each revenue SCRRA train which arrives at its
terminal station between five minutes and fifty nine seconds (5' 59") and
nineteen minutes and fifty nine seconds (19' 59") late if excessive length
or lack of adequate power of an Amtrak train described in the preceding
sentence caused that amount of delay on the Subject Property, and
$1,000 for the first revenue train per incident which arrives at its
terminal station 20 minutes (20' 0") or more later than the time stated in
SCRRA's public timetable if that amount of delay results from the length
or lack of adequate power of an Amtrak train described in the preceding
sentence; provided however, that the failure of an Amtrak Intercity train
to clear or its inability to maintain its scheduled running time due to its
length or lack of adequate power shall not constitute "any action or
inaction or an Amtrak employee" within the meaning of Section 6.b of the
July 1, 1998 Agreement between SCRRA and Amtrak for Operation of
Commuter Services. SCRRA trains annulled or terminated due to
excessive length or lack of adequate power of Amtrak trains will be
considered 20 minutes late for the purpose of calculating additional
payments to SCRRA. For the purposes of the preceding two sentences,
an incident shall be a single occurrence that is the cause of one or more
trains being late, annulled or terminated. Trains subsequent to the first
train per incident that are more than 20 minutes late shall cause Amtrak
to pay SCRRA $500 for each delayed train. For purposes of this Section
8, an en route mechanical failure shall not be deemed to be lack of
adequate power required to meet the power -to -weight ratio. In no event
shall Amtrak be required to pay SCRRA more than $5,000 for operations
in a single day pursuant to this Section 8."
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W H E R E F O R E , t h e p a r t i e s h e r e t o h a v e s e t t h e i r h a n d s .
N A T I O N A L R A I L R O A D P A S S E N G E R S O U T H E R N C A L I F O R N I A R E G I O N A L
C O R P O R A T I O N R A I L A U T H O R I T Y
G i l b e r t 0 . M a l l e r
B y :
B y :
I t s : P r e s i d e n t , A m t r a k W e s t I t s :
L O S A N G E L E S C O U N T Y O R A N G E C O U N T Y T R A N S P O R T A T I O N
M E T R O P O L I T A N T R A N S P O R T A T I O N A U T H O R I T Y
A U T H O R I T Y
B y : B y :
I t s : I t s :
A p p r o v e d a s t o f o r m f o r O C T A :
R I V E R S I D E C O U N T Y S A N B E R N A R D I N O A S S O C I A T E D
T R A N S P O R T A T I O N C O M M I S S I O N G O V E R N M E N T S
B y : B y :
I t s : I t s :
V E N T U R A C O U N T Y T R A N S P O R T A T I O N
C O M M I S S I O N
B y :
I t s :
5
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AGENDA ITEM 7P
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R I V E R S I D E C O U N T Y T R A N S P O R T A T I O N C O M M I S S I O N
D A T E :
M a y 8 , 2 0 0 2
T O :
R i v e r s i d e C o u n t y T r a n s p o r t a t i o n C o m m i s s i o n
F R O M :
P l a n s a n d P r o g r a m s C o m m i t t e e
T a n y a L o v e , P r o g r a m M a n a g e r
T H R O U G H :
E r i c H a l e y , E x e c u t i v e D i r e c t o r
S U B J E C T :
R e q u e s t t o A m e n d R i v e r s i d e T r a n s i t A g e n c y ' s F i s c a l Y e a r 2 0 0 1 -
2 0 0 2 S h o r t R a n g e T r a n s i t P l a n t o R e a l l o c a t e S t a t e T r a n s i t
A s s i s t a n c e ( S T A ) F u n d s f o r t h e P u r c h a s e o f a n I n t e g r a t e d F a r e
C o l l e c t i o n S y s t e m
P L A N S A N D P R O G R A M S C O M M I T T E E A N D S T A F F R E C O M M E N D A T I O N :
T h i s i t e m i s f o r t h e C o m m i s s i o n t o a m e n d t h e R i v e r s i d e T r a n s i t A g e n c y ' s F i s c a l
Y e a r 2 0 0 1 - 2 0 0 2 S h o r t R a n g e T r a n s i t P l a n t o r e a l l o c a t e $ 5 0 0 , 0 0 0 i n S T A f u n d s
f r o m t h e p o r t a b l e C N G f u e l i n g s t a t i o n l i n e i t e m t o t h e i n t e g r a t e d f a r e c o l l e c t i o n
s y s t e m .
B A C K G R O U N D I N F O R M A T I O N :
T h e R i v e r s i d e T r a n s i t A g e n c y ( R T A ) i s i n t h e p r o c e s s o f a c q u i r i n g " s m a r t " f a r e
b o x e s f o r i t s e x i s t i n g c o m p r e s s e d n a t u r a l g a s ( C N G ) f l e e t a n d n e w C N G f l e e t
c u r r e n t l y u n d e r o r d e r . C o n s i s t e n t w i t h c u r r e n t I n t e l l i g e n t T r a n s p o r t a t i o n S y s t e m s
( I T S ) e f f o r t s , R T A s t a f f i s e n s u r i n g t h a t t h e s e f a r e b o x e s w i l l b e c o m p a t i b l e w i t h
o t h e r s y s t e m s u n d e r d e v e l o p m e n t i n t h e r e g i o n . A s a p a r t i c i p a n t i n a C a l t r a n s l e d
I T S f a r e c o l l e c t i o n s t a n d a r d i z a t i o n e f f o r t , t h e R T A i s c l o s e l y c o o r d i n a t i n g t h e
t e c h n i c a l a s p e c t s o f t h i s p r o c u r e m e n t w i t h a l l r e g i o n a l t r a n s i t p r o v i d e r s i n c l u d i n g
L o s A n g e l e s C o u n t y M e t r o p o l i t a n T r a n s p o r t a t i o n A u t h o r i t y , N o r t h C o u n t y T r a n s i t
D i s t r i c t , S u n L i n e T r a n s i t A g e n c y , O m n i t r a n s , O r a n g e C o u n t y T r a n s p o r t a t i o n
A u t h o r i t y a n d M e t r o l i n k .
A s a r e s u l t o f e m e r g i n g t e c h n o l o g i e s , t h e f a r e c o l l e c t i o n s y s t e m w i l l b e m o r e c o s t l y
t h a n o r i g i n a l l y a n t i c i p a t e d . T h e R T A ' s c u r r e n t b u d g e t h a s $ 4 0 0 , 0 0 0 i n F Y 0 0 L o c a l
T r a n s p o r t a t i o n F u n d s ( L T F ) a n d $ 1 , 0 0 0 , 0 0 0 i n F Y 0 2 S t a t e T r a n s i t A s s i s t a n c e
( S T A ) f u n d s f o r t h e p u r c h a s e a n d i n s t a l l a t i o n o f t h e f a r e c o l l e c t i o n s y s t e m .
H o w e v e r , t h e r e v i s e d p r o j e c t e d c o s t i s a p p r o x i m a t e l y $ 1 , 9 0 0 , 0 0 0 o r a p p r o x i m a t e l y
$ 5 0 0 , 0 0 0 o v e r t h e e x i s t i n g b u d g e t . R T A i s r e q u e s t i n g a F Y 0 2 S h o r t R a n g e
T r a n s i t P l a n ( S R T P ) a m e n d m e n t t o m o v e $ 5 0 0 , 0 0 0 i n S T A f u n d s f r o m t h e
1 9 5
"portable CNG fueling station" line item to the "integrated fare collection system"
line item. If approved, the request to purchase the portable CNG fueling station
will be included in RTA's FY 03 SRTP.
RTA is currently out to bid for this equipment and plans to recommend a contract
award to its Board of Directors in May 2002. RTA's Board Budget and Finance
Committee approved recommending the SRTP amendment at its April 3, 2002
meeting. The Committee members unanimously approved recommending this to
RTA's full Board which will meet April 25, 2002.
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A G E N D A I T E M 7 Q
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R I V E R S I D E C O U N T Y T R A N S P O R T A T I O N C O M M I S S I O N
D A T E :
M a y 8 , 2 0 0 2
T O :
R i v e r s i d e C o u n t y T r a n s p o r t a t i o n C o m m i s s i o n
F R O M :
P l a n s a n d P r o g r a m s C o m m i t t e e
M a r i l y n W i l l i a m s , D i r e c t o r o f R e g i o n a l P r o g r a m s a n d P u b l i c A f f a i r s
E d w a r d C . G o n z a l e z , S t a f f A n a l y s t
T H R O U G H :
E r i c H a l e y , E x e c u t i v e D i r e c t o r
S U B J E C T :
F i s c a l Y e a r 2 0 0 2 - 2 0 0 3 M e a s u r e " A " C o m m u t e r A s s i s t a n c e
B u s p o o l S u b s i d y F u n d i n g C o n t i n u a t i o n R e q u e s t s
P L A N S A N D P R O G R A M S C O M M I T T E E A N D S T A F F R E C O M M E N D A T I O N :
T h i s i t e m i s f o r t h e C o m m i s s i o n t o :
1 ) A u t h o r i z e p a y m e n t o f $ 1 , 1 7 5 / m o n t h p e r b u s p o o l f o r t h e p e r i o d J u l y 1 ,
2 0 0 2 t o J u n e 3 0 , 2 0 0 3 t o t h e e x i s t i n g R i v e r s i d e , M o r e n o V a l l e y a n d
M i r a L o m a b u s p o o l s ; a n d ,
2 ) C o n t i n u e t h e e x i s t i n g m o n t h l y a n d s e m i - a n n u a l b u s p o o l r e p o r t i n g
r e q u i r e m e n t s a s s u p p o r t d o c u m e n t a t i o n t o m o n t h l y s u b s i d y p a y m e n t s .
B A C K G R O U N D I N F O R M A T I O N :
A s p a r t o f t h e M e a s u r e " A " C o m m u t e r A s s i s t a n c e P r o g r a m , t h e C o m m i s s i o n
p r o v i d e s f u n d i n g s u p p o r t t o b u s p o o l s u s e d b y R i v e r s i d e C o u n t y r e s i d e n t s f o r t h e i r
h o m e t o w o r k c o m m u t e s a l o n g t h e S R 9 1 c o r r i d o r . T h e C o m m i s s i o n a d o p t e d t h e
M e a s u r e " A " b u s p o o l s u b s i d y i n O c t o b e r 1 9 9 0 a n d e s t a b l i s h e d a m o n t h l y s u b s i d y
r a t e o f $ 1 , 1 7 5 ( $ 2 5 / s e a t / m o n t h ) i n s u p p o r t o f c o m m u t e r b u s p o o l o p e r a t i o n s . T h e
s u b s i d y r a t e h a s n o t c h a n g e d s i n c e i n c e p t i o n o f t h e p o l i c y . T o p r o v i d e a d d i t i o n a l
g u i d a n c e , t h e C o m m i s s i o n e s t a b l i s h e d a m i n i m u m b u s p o o l r i d e r s h i p p o l i c y i n J u n e
1 9 9 5 . T h e p o l i c y r e q u i r e s s t a f f t o r e p o r t t o t h e C o m m i s s i o n w h e n a b u s p o o l ' s
r i d e r s h i p f a l l s t o 2 5 o r b e l o w a n d s e e k d i r e c t i o n r e g a r d i n g t h e c o n t i n u a t i o n o f t h e
b u s p o o l ' s s u b s i d y .
T o r e n e w i t s a n n u a l s u b s i d y , a n e x i s t i n g b u s p o o l i s r e q u i r e d t o r e q u e s t i n w r i t i n g
c o n t i n u a t i o n f u n d i n g f r o m t h e C o m m i s s i o n f o r t h e n e w f i s c a l y e a r . I n c l u d e d a s
A t t a c h m e n t 1 i s t h e F Y 2 0 0 2 - 0 3 r e q u e s t l e t t e r s f r o m t h e t h r e e e x i s t i n g b u s p o o l s .
1 9 7
RIVERSIDE & MORENO VALLEY BUSPOOLS:
The Riverside and Moreno Valley buspools are contracted by Raytheon from
Tourcoach, the transit service provider. Both buspools depart from Riverside
County to El Segundo, providing participating Riverside County residents with an
alternative to driving alone to work.
Begun in June, 1995, the Riverside buspool stops at two park and ride lots, Galleria
at Tyler Mall and Corona. The average monthly ridership for the current fiscal year
is 42 passengers with the lowest single monthly ridership being 36 and the highest
43. The Moreno Valley buspool which started in February 1996 stops at the
Moreno Valley Mall and Corona park and ride lots. The average monthly ridership
for the current fiscal year is 42 passengers with the lowest single monthly ridership
being 41 and the highest 42. The maximum capacity on each bus is 47
passengers.
The monthly fare for the Riverside buspool is $160. The Moreno Valley buspool
monthly fare is $170. For both buspools, the Commission provides a $25 monthly
subsidy per seat and Raytheon provides a $21 monthly transit subsidy. The
remaining balance ($114 for Riverside and $124 for Moreno Valley) is paid by
employees. Any non -Raytheon employee passengers pay $135 for the Riverside
buspool and $145 for the Moreno Valley service.
Tourcoach, the contract provider, has accessible coaches available for use on the
route if a person with disabilities purchases a monthly buspool pass.
MIRA LOMA BUSPOOL:
Developed in August 2001, passengers board this buspool at the Mira Loma and
Corona park and ride lots for their shared commute to various employers located in
El Segundo. Unlike the Riverside and Moreno Valley buspools which are contracted
by Raytheon, this buspool agreement is contracted from Tourcoach by Harlan
Alpert, an Aerospace employee. Mr. Harlan agreed to lead this operation once
Aerospace was unable to. The monthly fare for this buspool is $165 with the
Commission providing a $25 monthly subsidy per seat. The remaining balance is
provided between the participating employees and their employers including
Raytheon, Aerospace, Boeing, Direct TV and the Los Angeles Air Force base.
Ridership has averaged 41 with a high of 44 and a low of 35.
Like all commuter assistance incentives provided by the Commission to encourage
commuters to use alternative modes of transportation, the Measure "A"
$25/seat/month subsidy is administered as a "user side subsidy." Unlike all of the
other incentives, which have a 3 month term, the buspool subsidy is on -going.
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T h i s a n n u a l s u b s i d y r e m a i n s c o s t - e f f e c t i v e i n c o m p a r i s o n t o t h e t y p i c a l p u b l i c
t r a n s i t s u b s i d y r a t e o f 8 0 % . W h i l e t h e m o n t h l y c o s t o f e a c h e x i s t i n g b u s p o o l
v a r i e s a c c o r d i n g t o t h e n u m b e r o f r o u t e m i l e s a n d t h e r e s u l t i n g n e g o t i a t e d s e r v i c e
p r i c e , t h e C o m m i s s i o n ' s m o n t h l y s u b s i d y r e p r e s e n t s a n a v e r a g e r a t e o f 1 5 % .
W h e n t a k i n g o t h e r f a c t o r s i n t o c o n s i d e r a t i o n s u c h a s t h e r e d u c t i o n o f v e h i c l e s o n
S R 9 1 d u r i n g m o r n i n g p e a k p e r i o d s , t h e n u m b e r o f v e h i c l e m i l e s s a v e d a n d t h e
e l i m i n a t i o n o f m o b i l e s o u r c e e m i s s i o n s , t h e a n n u a l b u s p o o l s u b s i d y i s a n e f f e c t i v e
u s e o f M e a s u r e " A " c o m m u t e r a s s i s t a n c e f u n d s .
T h e t h r e e e x i s t i n g b u s p o o l s h a v e c o m p l e t e d a l l r e q u i r e m e n t s f o r f u n d i n g a s s e t
f o r t h b y t h e C o m m i s s i o n i n c l u d i n g s u b m i t t a l o f : 1 ) m o n t h l y r i d e r s h i p r e p o r t s ; 2 )
s e m i - a n n u a l o p e r a t i o n s s t a t u s r e p o r t s ; a n d 3 ) a n n u a l f u n d i n g c o n t i n u a t i o n r e q u e s t s .
T h e s e r e p o r t s a l l o w s t a f f t o m o n i t o r t h e a c t i v i t i e s o f t h e b u s p o o l s t o t r a c k r i d e r s h i p
l e v e l s , m o n i t o r m a r k e t i n g e f f o r t s , a n d e n s u r e a v a i l a b i l i t y t o p e r s o n s w i t h
d i s a b i l i t i e s .
T h e p r o p o s e d F Y 2 0 0 2 - 0 3 R C T C b u d g e t c o n t a i n s a l i n e i t e m i n t h e a m o u n t o f
$ 5 6 , 4 0 0 t o p r o v i d e b u s p o o l s u b s i d i e s . B a s e d o n t h e e s t a b l i s h e d m o n t h l y $ 1 , 1 7 5
b u s p o o l s u b s i d y p o l i c y , t h e f u n d s a r e s u f f i c i e n t t o s u p p o r t t h r e e e x i s t i n g b u s p o o l s
a n d o n e n e w s t a r t - u p b u s p o o l i f n e e d e d .
A t t a c h m e n t s :
L e t t e r f r o m R o s e F a r o o q , C o m m u t e r T r a n s p o r t a t i o n C e n t e r
L e t t e r f r o m H a r l a n A l p e r t , A e r o s p a c e C o r p o r a t i o n
1 9 9
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R a y t h e o n
2 A p r i l 2 0 0 2
M r _ E d w a r d G o n z a l e z
R i v e r s i d e C o u n t y T r a n s p o r t a t i o n C o m m i s s i o n
3 5 6 0 U n i v e r s i t y A v e n u e , S u i t e 1 0 0
R i v e r s i d e , C a l i f o r n i a 9 2 5 0 1
F a x : 9 0 9 - 7 8 7 - 7 9 2 0
D e a r M r . G o n z a l e z :
R a y t h e o n C o m p a n y
2 0 0 0 E a s t E l S e g u n d o B o u l e v a r d
P O B o x 9 0 2
E l S e g u n d o , C A 9 0 2 4 5 - 0 9 0 2
3 1 0 . 6 4 7 . 1 0 0 0
0 5 9 0 8 8 "
I n a c c o r d a n c e w i t h t h e r e q u i r e m e n t s o f t h e R i v e r s i d e C o u n t y T r a n s p o r t a t i o n C o m m i s s i o n ,
R a y t h e o n E l e c t r o n i c S y s t e m s i s r e q u e s t i n g a n e x t e n s i o n o f f u n d i n g f o r t h e p e r i o d o f 1 J u l y 2 0 0 2
t o 3 0 J u n e 2 0 0 3 f o r t h e R i v e r s i d e / C o r o n a t o E l S e g u n d o C o m m u t e r B u s p o o f . T h e m o n t h l y f a r e
f o r t h i s r o u t e i s $ 1 6 0 p e r e m p l o y e e . i n a d d i t i o n t o t h e $ 2 5 s u b s i d y o f f e r e d b y R C T C , R a y t h e o n
e m p l o y e e s r e c e i v e a c o m p a n y s u b s i d y o f $ 2 1 p e r m o n t h f o r u s i n g m a s s t r a n s i t . R i d e r s h i p o n t h e
R i v e r s i d e / C o r o n a b u s p o o l h a s a v e r a g e d 4 0 p a s s e n g e r s p e r m o n t h o v e r t h e l a s t 1 2 m o n t h
p e r i o d .
S c h e d u l e
A M D e p a r t u r e
A M D e p a r t u r e
A M A r r i v a l
P M D e p a r t u r e
P M A r r i v a l
P M A r r i v a l
G a l i e r i a a t T y l e r
C o r o n a P a r k & R i d e L o t
R a y t h e o n , E l S e g u n d o
R a y t h e o n , E l S e g u n d o
C o r o n a P a r k & R i d e L o t
G a l l e r i a a t T y l e r
4 : 1 5 a . m .
4 : 3 0 a . m .
5 : 3 0 a m .
3 . 0 0 p . m .
4 : 3 0 p . m .
5 : 0 0 p . m .
T o u r c o a c h , t h e s e r v i c e p r o v i d e r , h a s c o a c h e s a v a i l a b l e t o a c c o m m o d a t e t h e p h y s i c a l l y
c h a l l e n g e d i f r e q u i r e d .
T h e R a y t h e o n C o m m u t e r S e r v i c e s O f f i c e r e g u l a r l y m a r k e t s r i d e s h a r e i n f o r m a t i o n t o o u r
e m p l o y e e s , i n c l u d i n g b u s p o o l s a n d v a n p o o l s . E m p l o y e e s r e c e i v e t h i s i n f o r m a t i o n t h o u g h d i r e c t
m a i l i n g s , n e w s l e t t e r a r t i c l e s , a n d e l e c t r o n i c m e s s a g i n g . I n a d d i t i o n , w e s h a r e r e s o u r c e s w i t h
o t h e r l o c a l e m p l o y e e t r a n s p o r t a t i o n c o o r d i n a t o r s t h r o u g h o u r a s s o c i a t i o n w i t h i n d u s t r y g r o u p s
s u c h a s A C T a n d W e s t c h e s t e r / L A X i 7 1 M A .
T h a n k y o u f o r y o u r c o n t i n u e d s u p p o r t o f t h i s s u c c e s s f u l b u s p o o l p r o g r a m .
S i n c e r e )
N I C S Y S T E M S
R o s - F a r o o q , A . m i n i s t r a t o r
C o ' m u t e r T r a n s p o r t a t i o n C e n t e r
A n g e l a A b r u s c a t o , R i v e r s i d e / C o r o n a E l S e g u n d o B u s C o o r d i n a t o r
- O E C M V E f i
A P R 0 5 2 0 0 2
T R A N S P O R T A T I O N C O M M I S S I O N
2 0 0
Raytheon
2 April 2002
Mr_ Edward Gonzalez
Riverside County Transportation Commission
3560 University Avenue, Suite 100
Riverside, California 92501
Fax: 909-787-7920
Dear Mr. Gonzalez:
Raytheon Company
2000 East El Segundo Boulevard
PO Box 902
El Segundo, CA 90245-0902
310.647.1000
In accordance with the requirements of the Riverside County Transportation Commission,
Raytheon Electronic Systems is requesting an extension of funding for the period of 1 July 2002
to 30 June 2003 for the Moreno Valley to El Segundo Commuter Buspool_ The monthly fare for
this route is $170 per employee. h addition to the $25 subsidy offered by RCTC, Raytheon
employees receive a company subsidy of $21 per month for using mass transit. Ridership on the
Moreno Valley/Corona buspool has averaged 40 passengers per month over the last 12 month
period.
Schedule
AM Departure
AM Arrival
PM Departure
PM Arrival
Moreno Valley Mall
Raytheon, El Segundo
Raytheon, El Segundo
Moreno Valley Mall
4:00 a.m.
5:30 a. m_
3:00 p.m.
5:00 p.m.
Tourcoach, the service provider, has coaches available to accommodate the physically
challenged if required.
The Raytheon Commuter Services Office regularly markets rideshare information to our
employees, including buspools and vanpools. Employees receive this information though direct
mailings, newsletter articles, and electronic messaging. In addition, we share resources with
other local employee transportation coordinators through our association with industry groups
such as ACT and Westchester/LAX TMA.
Thank you for your continued support of this surri ssful buspool program.
Farooq, i " trator
Commuter Transportation Center
NIC SYSTEMS
CAO CP
Dedrick Rems, Moreno Valley — El Segundo Bus Coordinator
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04/12/2002 FRI. 12:16 FAX 310 330 1208 PROPERTY MANAGEMENT
Zeal/poi
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HARLAN ALPERT
Send correspondences to:
Harlan Alpert
At: Aerospace Corporation
PC/ Box 92957
Los Angeles, CA 90009-2957
MS: M2/345
April 12, 2002
Attn.: Edward Gonzalez, Staff Analyst
Riverside County Transportation Commission
3560 University Ave, Suite 100
Riverside, CA. 92501
Dear Mt Gonzalez
In compliance with the requirements of the Riverside County Transportation Commission
(RCTC), I am requesting an extension of funding for the period. of July 1, 2002 to June 30, 2003
for the Mira Loma/Corona to El Segundo Commuter Buspool. I am the buspool captain and
coordinate this buspool independently from any employer.
The monthly cost to operate this buspool from Tourcoach is $165 per rider_ RCTC provides a
$25 monthly subsidy per seat and the remaining $140 is provided between the riders and their
employers_ Ridership on this buspool has averaged 41 passengers since it started in August 200I.
The following is this buspool's schedule:
Schedule
AIVL Departure
AM Departure
AM Arrival
PM Departure
PM Arrival
PM Arrival
Mira Lorna
Corona Park & Ride Lot
El Segundo
El Segundo
Corona Park & Ride Lot
Mira Loma
4;15 a.m.
4:30 a.m.
5.30 a.m.
3:00 p.m.
4:30 p.m.
4:45 p.m.
Information on this buspool is available with rideshare programs at Boeing Satellite Systems,
Raytheon, Aerospace and the Los Angeles Air Force base. Employees receive this information
through direct mailings, newsletter articles and electronic messaging from these employers_
These employer rideshare programs also share this information with other local employee
transportation coordinators_
Thank you for your continued support of this successful buspool program.
Harlan Alpert
Mira Loma/Corona to El Segundo Buspool Captain
202
AGENDA ITEM 7R
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R I V E R S I D E C O U N T Y T R A N S P O R T A T I O N C O M M I S S I O N
D A T E :
M a y 8 , 2 0 0 2
T O :
R i v e r s i d e C o u n t y T r a n s p o r t a t i o n C o m m i s s i o n
F R O M :
P l a n s a n d P r o g r a m s C o m m i t t e e
S h i r l e y M e d i n a , P r o g r a m M a n a g e r
T H R O U G H :
E r i c H a l e y , E x e c u t i v e D i r e c t o r
S U B J E C T :
R e p r o g r a m m i n g o f T r a n s p o r t a t i o n E n h a n c e m e n t A c t i v i t i e s ( T E A )
F u n d s
P L A N S A N D P R O G R A M S C O M M I T T E E A N D S T A F F R E C O M M E N D A T I O N :
T h i s i t e m i s f o r t h e C o m m i s s i o n t o a p p r o v e r e p r o g r a m m i n g o f T E A f u n d s i n t h e
a m o u n t o f $ 5 7 2 , 0 0 0 b y s p r e a d i n g t h e f u n d s e v e n l y a m o n g s t 2 3 p r o j e c t s a p p r o v e d
i n t h e l a s t T E A c a l l f o r p r o j e c t s .
B A C K G R O U N D I N F O R M A T I O N :
T h e C i t y o f P a l m D e s e r t h a s n o t i f i e d u s t h a t t h e y a r e u n a b l e t o c o n s t r u c t a p r o j e c t
t h a t w a s a p p r o v e d f o r T E A f u n d i n g i n t h e a m o u n t o f $ 5 7 2 , 0 0 0 d u e t o a m u c h
l a r g e r c a p i t a l p r o j e c t b e i n g p l a n n e d a t t h e s a m e l o c a t i o n . T h e r e f o r e , s t a f f b r o u g h t
t h i s i t e m t o t h e T e c h n i c a l A d v i s o r y C o m m i t t e e ( T A C ) f o r d i s c u s s i o n a n d
r e c o m m e n d a t i o n o n h o w t o r e p r o g r a m t h e f u n d s .
T h e T A C r e c o m m e n d e d r e p r o g r a m m i n g t h e $ 5 7 2 , 0 0 0 b y s p r e a d i n g t h e a m o u n t
e v e n l y a m o n g s t a l l o f t h e p r o j e c t s t h a t w e r e f u n d e d i n t h e l a s t c a l l f o r p r o j e c t s
a p p r o v e d b y t h e C o m m i s s i o n o n J a n u a r y 1 2 , 2 0 0 0 . E a c h o f t h e l o c a l a g e n c i e s
w e r e r e q u i r e d t o p r o v i d e a d d i t i o n a l l o c a l m a t c h f o r t h e i r a p p r o v e d T E A p r o j e c t a s
p a r t o f t h e C o m m i s s i o n ' s a c t i o n t o f u n d a s m a n y p r o j e c t s a s p o s s i b l e . T h e
r e p r o g r a m m i n g w i l l h e l p d e c r e a s e t h a t a d d i t i o n a l l o c a l m a t c h r e q u i r e m e n t . I n
a d d i t i o n , r e p r o g r a m m i n g t h e f u n d s t o c u r r e n t p r o j e c t s w i l l h e l p t h e d e l i v e r y o f
p r o j e c t s a n d m e e t A B 1 0 1 2 " U s e I t o r L o s e I t " r e q u i r e m e n t s .
T h e d i s t r i b u t i o n o f t h e $ 5 7 2 , 0 0 0 r e s u l t e d i n e a c h p r o j e c t r e c e i v i n g a p p r o x i m a t e l y
$ 2 5 , 0 0 0 i n a d d i t i o n a l f u n d s w i t h t h e e x c e p t i o n o f t w o p r o j e c t s ( C a l i m e s a a n d
C o r o n a ' s 9 1 / M a i n S t ) . T h e s e t w o p r o j e c t s r e c e i v e d l e s s d u e t o t h e n e e d t o
m a i n t a i n a m i n i m u m l o c a l m a t c h o f 1 1 . 4 7 % a s r e q u i r e d u n d e r f e d e r a l g u i d a n c e .
T h e a t t a c h e d s p r e a d s h e e t l i s t s t h e a d j u s t e d p r o j e c t p r o g r a m m i n g .
A t t a c h m e n t : R i v e r s i d e C o u n t y T E A F u n d e d P r o j e c t s ( T E A 2 1 )
2 0 3
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P r o e c t s T E A 2 1
J i s ) ���� r .
P r o g r a m m e d A m o u n t : $ 1 3 , 3 8 3 , 9 9 5 ' ` " + v e r F r d e C o , , , , e y
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R T I P L u m p S u m P P N O # : R I V 6 2 0 4 6 T o t a l
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N
O
N o t e . T h e a d j u s t e d p r o g r a m m i n g a m o u n t s r e f l e c t t h e r e m o v a l o f P a l m D e s e r t ' s 1 - 1 0 / M o n t e r e y A v e . T E A P r o j e c t ( $ 5 7 2 , 0 0 0 ) a n d d i s t r i b u t e d a m o n g a i l p r o j e c t s . C a l i m e s a a n d C o r o n a 9 1 / M a i n S t r e e t k e p t a t
1 1 . 4 7 % m a t c h .
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A G E N D A I T E M 7 S
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R I V E R S I D E C O U N T Y T R A N S P O R T A T I O N C O M M I S S I O N
D A T E :
M a y 8 , 2 0 0 2
T O :
R i v e r s i d e C o u n t y T r a n s p o r t a t i o n C o m m i s s i o n
F R O M :
P l a n s a n d P r o g r a m s C o m m i t t e e
C a t h y B e c h t e l , D i r e c t o r o f T r a n s p o r t a t i o n P l a n n i n g a n d P o l i c y
D e v e l o p m e n t
T H R O U G H :
E r i c H a l e y , E x e c u t i v e D i r e c t o r
S U B J E C T :
U p d a t e o n t h e Z e r o E m i s s i o n M o b i l e I n d u s t r i a l E q u i p m e n t ( Z E M I E )
P r o j e c t
P L A N S A N D P R O G R A M S C O M M I T T E E A N D S T A F F R E C O M M E N D A T I O N :
T h i s i t e m i s f o r t h e C o m m i s s i o n t o r e c e i v e a n d f i l e a n u p d a t e o n t h e R i v e r s i d e
C o u n t y E c o n o m i c D e v e l o p m e n t A g e n c y / S o u t h e r n C a l i f o r n i a E d i s o n Z E M I E P r o j e c t .
B A C K G R O U N D I N F O R M A T I O N :
I n J u n e 1 9 9 9 , R C T C a w a r d e d $ 4 6 6 , 0 0 0 i n C o n g e s t i o n M i t i g a t i o n a n d A i r Q u a l i t y
( C M A Q ) f u n d s t o R i v e r s i d e C o u n t y E c o n o m i c D e v e l o p m e n t A g e n c y ( E D A ) a n d
S o u t h e r n C a l i f o r n i a E d i s o n ( S C E ) . T h e f u n d s w e r e f o r a " z e r o e m i s s i o n m o b i l e
i n d u s t r i a l e q u i p m e n t " ( Z E M I E ) b u y - d o w n g r a n t p r o g r a m t o p a y f o r t h e i n c r e m e n t a l
c o s t o f e l e c t r i c f o r k l i f t s , s w e e p e r s , t o w t r a c t o r s a n d o t h e r m o b i l e i n d u s t r i a l
e q u i p m e n t . W h e n E D A / S C E a t t e m p t e d t o o b l i g a t e t h e f u n d s , t h e e l i g i b i l i t y o f t h e
p r o j e c t w a s q u e s t i o n e d b y F H W A . A f t e r a 3 0 - m o n t h a p p e a l p r o c e s s t h a t i n c l u d e d
C o n g r e s s m a n B a c a , U n i t e d S t a t e s D e p a r t m e n t o f T r a n s p o r t a t i o n S e c r e t a r y M i n e t a
r u l e d t h a t t h e f o r k l i f t s p a r t o f t h e p r o j e c t w a s i n e l i g i b l e , b u t s u g g e s t e d t h a t
e l e c t r i f i e d i d l i n g o f m e d i u m a n d h e a v y d u t y o n - r o a d t r u c k s o r t h e i r t r a i l e r s b e
e x p l o r e d a s a Z E M I E p r o j e c t .
R C T C s t a f f i s c o n d u c t i n g d i s c u s s i o n s w i t h C a l t r a n s , F H W A , E D A a n d S C E t o
d e t e r m i n e t h e f e a s i b i l i t y o f a t i m e l y e l e c t r i f i c a t i o n p r o j e c t , i n c l u d i n g i d e n t i f i c a t i o n o f
p o s s i b l e s i t e s . E D A a n d S C E r e m a i n i n t e r e s t e d i n s e e k i n g t h e s e s i t e s .
G i v e n A B 1 0 1 2 " U s e i t o r L o s e i t " p r o v i s i o n s , w e n e e d a s s u r a n c e s t h e f u n d s c a n
b e i m p l e m e n t e d i n a t i m e l y m a n n e r . W e h a v e r e q u e s t e d t h a t E D A a n d S C E i d e n t i f y
p a r t n e r s ( e . g . , r e f r i g e r a t e d d i s t r i b u t i o n c e n t e r s o r t r u c k s t o p s ) i n W e s t e r n R i v e r s i d e
C o u n t y t h a t a r e w i l l i n g a n d a b l e t o t a k e a d v a n t a g e o f t h e Z E M I E p r o j e c t . W e h a v e
g i v e n E D A / S C E a 4 5 d a y t i m e f r a m e t o i d e n t i f y t h e s e p a r t n e r s . A t t h e J u l y
C o m m i s s i o n m e e t i n g w e w i l l r e p o r t o n t h e p r o j e c t s t a t u s a n d e i t h e r r e q u e s t
a p p r o v a l o f t h e m o d i f i e d Z E M I E p r o g r a m o r r e q u e s t t o r e a l l o c a t e t h e f u n d s .
2 0 5
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A G E N D A I T E M 7 T
"
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"
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R I V E R S I D E C O U N T Y T R A N S P O R T A T I O N C O M M I S S I O N
D A T E :
M a y 8 , 2 0 0 2
T O :
R i v e r s i d e C o u n t y T r a n s p o r t a t i o n C o m m i s s i o n
F R O M :
B u d g e t a n d I m p l e m e n t a t i o n C o m m i t t e e
H i d e o S u g i t a , D e p u t y E x e c u t i v e D i r e c t o r
T H R O U G H :
E r i c H a l e y , E x e c u t i v e D i r e c t o r
S U B J E C T :
S u p p l e m e n t a l C o s t I n c r e a s e f o r S t a t e R o u t e 6 0 V a l l e y W a y t o
U n i v e r s i t y A v e n u e
B U D G E T A N D I M P L E M E N T A T I O N C O M M I T T E E A N D S T A F F R E C O M M E N D A T I O N :
T h i s i t e m i s f o r t h e C o m m i s s i o n t o :
1 ) A d j u s t u n p r o g r a m m e d W e s t e r n C o u n t y R e g i o n a l I m p r o v e m e n t P r o g r a m
f u n d b a l a n c e s s u b j e c t t o C a l i f o r n i a T r a n s p o r t a t i o n C o m m i s s i o n ( C T C )
a c t i o n i n J u n e 2 0 0 2 ; a n d ,
2 ) R e c e i v e a n d f i l e t h i s s t a f f r e p o r t a n d s u p p l e m e n t a l c o s t i n c r e a s e f o r
t h e S R 6 0 V a l l e y W a y t o U n i v e r s i t y A v e n u e p r o j e c t .
B A C K G R O U N D I N F O R M A T I O N :
U n d e r S B 4 5 t h e C a l i f o r n i a T r a n s p o r t a t i o n C o m m i s s i o n e s t a b l i s h e d a p r o c e s s
w h e r e b y p r o j e c t s p r o g r a m m e d b y r e g i o n a l a g e n c i e s s u c h a s t h e R C T C a n d
d e l i v e r e d b y C a l t r a n s w o u l d h a v e a p r o c e s s t o f o l l o w i n c o m p l e t i n g t h e p r o j e c t a n d
c l o s i n g o u t t h e c o n t r a c t . T h i s p r o c e s s i s i d e n t i f i e d i n t h e C T C S t a t e T r a n s p o r t a t i o n
I m p r o v e m e n t P r o g r a m ( S T I P ) G u i d e l i n e s .
U n d e r t h e g u i d e l i n e s , o n c e a p r o j e c t i s " v o t e d " b y C T C a n y c o s t i n c r e a s e s d u e t o
c h a n g e o r d e r s a n d c o n t r a c t o r c l a i m s i s g e n e r a l l y a d d r e s s e d t h r o u g h t h e p r o v i s i o n o f
a d d i t i o n a l f u n d s u n d e r C T C R e s o l u t i o n G 1 2 w h i c h c a n p r o v i d e a m a x i m u m o f
$ 2 0 0 , 0 0 0 p l u s 1 0 % o f t h e v o t e d s h a r e a m o u n t s . A n y c o s t i n c r e a s e s o v e r t h e G 1 2
f u n d i n g l i m i t a t i o n i s t o b e " s h a r e d " o n t h e b a s i s o f h o w t h e a g e n c i e s ( e i t h e r
C a l t r a n s o r R C T C ) m a y h a v e p r o p o r t i o n a l l y f u n d e d t h e p r o j e c t .
T h i s t y p e o f r e q u e s t i s c a l l e d a S u p p l e m e n t a l F u n d R e q u e s t . T h e o n e t h i n g o f n o t e
i s w h i l e t h e r e q u e s t i s i n i t i a t e d b y C a l t r a n s a n d c a n i m p a c t R C T C S T I P f u n d i n g
s h a r e s , i t d o e s n o t r e q u i r e t h e a p p r o v a l o f t h e R C T C . T h i s i s s i m p l y a c o n t r a c t
c l o s e o u t p r o c e d u r e a n d w h i l e t h i s e x p e r i e n c e h a s a d i r e c t f i n a n c i a l i m p a c t , C T C , a t
t h e t i m e o f i m p l e m e n t i n g S B 4 5 , h a d t o d e v e l o p a p r o c e s s w h i c h d e t e r m i n e s h o w
a d d i t i o n a l f u n d s , i f n e c e s s a r y , w o u l d b e p r o v i d e d f o r a p r o j e c t .
2 0 9
There are several projects where RCTC and Caltrans have combined resources to
program projects for delivery.
Attached is a Supplemental Fund Request for the SR 60 Valley Way to University
Avenue project. This project has exhausted the G12 funding ($3.148 million was
previously approved by CTC for the project) and Caltrans as lead agency for
delivering this project had several contractors working on the project at the same
time. In addition, Caltrans had issues related to the design of the project. The
reason for two contractors on the project is related to the structure/bridge work
being split out as a seismic retrofit project and the roadway work for the addition
of four lanes being carried out as a separate contract.
The bottom line is that while this request is for a total of $1.5 million of funds
($1.2 million RCTC Regional Improvement Program funds; $300,000 of Caltrans
SHOPP funds). It is expected that finalization of the claims and change orders will
take time and when resolved will likely have a further impact on reducing
unprogrammed Western County Regional Improvement Program funds.
For your information the RCTC has $80.767 million of unprogrammed Western
County Formula funds which are committed to the last segment of SR 91 Mary
Street to Seventh Street (HOV lane) project. This action as proposed by Caltrans
will reduce that commitment to $79.767 million with the expectation that there
will be additional costs for the SR 60 project to come forward when settlement is
reached with the contractors. It is anticipated that this Supplemental Fund Request
for $1.5 million will be voted by CTC at their June 2002 meeting.
Attachments:
Supplemental Fund Request from Garry Cohoe dated March 20, 2002
Notice of Potential Claims List and Protested/Pending CCOs
•
•
•
210
"
"
- S t a t e - o f . C a l i f o r n i a
M e m o r a n d u m
M R . R . T E R R Y
P r o g r a m M a n a g e r , B u d g e t s
A T T E N T I O N M s . D e a n n a O f o e
F r o m : D e p a r t m e n t o f T r a n s p o r t a t i o n
D i s t r i c t 0 8
S u b j e c t : R e q u e s t f o r S u p p l e m e n t a l V o t e
T h i s S u p p l e m e n t a l F u n d R e q u e s t e x c e e d s G - 1 2 l i m i t s a n d w i l l r e q u i r e a C T C a l l o c a t i o n .
I t i s r e c o m m e n d e d t h a t $ 1 , 2 0 0 , 0 0 0 i n s u p p l e m e n t a l f u n d s b e a l l o c a t e d f r o m t h e 1 9 9 6 / 9 7 F i s c a l
Y e a r H B 5 / F C R ( 2 0 . 2 0 . 0 7 5 . 4 5 1 ) H O V F a c i l i t i e s P r o g r a m , a n d t h a t $ 3 0 0 , 0 0 0 i n s u p p l e m e n t a l
f u n d s b e a l l o c a t e d f r o m t h e 1 9 9 6 / 9 7 F i s c a l Y e a r H A 2 2 / R A S ( 2 0 . 2 0 . 2 0 1 . 1 2 0 ) R o a d w a y
R e h a b i l i t a t i o n P r o g r a m f o r t h e f o l l o w i n g M a j o r p r o j e c t :
0 5 8 0 3 6
B u s i n e s s , T r a n s p o r t a t i o n a n d H o u s i n g A u t h o r i t y
1 4 6
D a t e : M a r c h 2 0 , 2 0 0 2
F i l e :
0 8 - R i v - 6 0 -
R 6 . 7 / 1 2 . 2 ( P M )
0 8 - R i v - 2 1 5 -
4 1 . 5 / 4 3 . 3 ( P M )
0 8 - 4 6 3 2 V 4
1 9 9 6 / 9 7 F Y
H B 5 / F C R M a j o r
H A 2 2 / R A S M a j o r
P . P . N o . 3 8 A
C o - R t e - P M
0 8 - R i v - 6 0 - R 6 . 7 / 1 2 . 2 ( P M )
0 8 - R i v - 2 1 5 - 4 1 . 5 / 4 3 . 3 ( P M )
0 8 - 4 6 3 2 V 4
( 0 8 - 4 6 3 2 2 1 , 0 8 - 4 6 6 8 2 1
a n d 0 8 - 4 2 4 1 0 1 )
C T C V o t e J u l y 9 , 1 9 9 7
G - 1 2 M a j o r 9 7 - 6 3 2 ( S H O P P )
G - 1 2 M a j o r 9 7 - 6 3 3 ( S T I P )
C o n t r a c t A l l o c a t i o n
G - 1 2 M a j o r 9 9 - 5 9 5
G - 1 2 M a j o r 0 0 - 4 8 7
N e w T o t a l
E s t i m a t e d F i n a l E x p e n d i t u r e
D e f i c i t
D e s c r i p t i o n
i n a n d N e a r R i v e r s i d e o n R o u t e 6 0 f r o m 0 . 3 m i l e w e s t
o f V a l l e y W a y U n d e r c r o s s i n g t o R o u t e 2 1 5
I n t e r c h a n g e a n d o n R o u t e 2 1 5 f r o m R o u t e 6 0
I n t e r c h a n g e t o U n i v e r s i t y A v e n u e U n d e r c r o s s i n g
W i d e n i n g , r e h a b i l i t a t i o n , s o u n d w a l l s a n d r e t a i n i n g
w a l l s
S T I P
$ 2 5 , 7 3 4 , 0 0 0
- 1 , 7 0 8 , 0 0 0
$ 2 4 , 0 2 6 , 0 0 0
2 , 5 0 0 , 0 0 0
6 4 8 , 0 0 0
$ 2 7 , 1 7 4 , 0 0 0
$ 2 8 , 3 7 4 , 0 0 0
$ 1 , 2 0 0 , 0 0 0
S H O P P T o t a l
$ 5 , 8 4 3 , 0 0 0 $ 3 1 , 5 7 7 , 0 0 0
- 3 8 9 , 0 0 0 - 3 8 9 , 0 0 0
- 1 , 7 0 8 , 0 0 0
$ 5 , 4 5 4 , 0 0 0 $ 2 9 , 4 8 0 , 0 0 0
2 , 5 0 0 , 0 0 0
6 4 8 , 0 0 0
5 , 4 5 4 , 0 0 0 $ 3 2 , 6 2 8 , 0 0 0
$ 5 , 7 5 4 , 0 0 0 $ 3 4 , 1 2 8 , 0 0 0
$ 3 0 0 , 0 0 0 $ 1 , 5 0 0 , 0 0 0
2 1 1
MR. R. TERRY
ATTENTION Ms. Deanna Ofoe
Page 2
The construction contract was awarded December 18, 1997 and is federally funded:
ACNHI-215-1(200) 99N, ACNH-P060 (101)N. The contract is 99% complete.
The supplemental funds are required in order to resolve several Notices of Potential Claims
(NOPC) the most expensive of which were delays and conflicts with an adjoining contract
($1,200,000) as shown on attachment. Several contract change orders were required due to
differing site conditions and work was added for a median extension, including an increase in
the number of concrete slabs replaced, increased landscaping work, extending soundwalls and
other related costs.
Copies of the G-12 Majors (97-632, 97-633, 99-595 and 00-487,) a copy of the Request for
Additional Funds from the District Construction Branch and a Supplemental Vote Fact Sheet
are all attached for your reference.
The District recommends approval of this request for $1,500,000 to allow payment to the
contractor in order to avoid future escalated claims with unnecessary additional cost of interest
and other fees. The Riverside County Transportation Commission (RCTC) has been informed
that the STIP portion of this request ($1,200,000) will be funded from their STIP share balance.
This request of $1,500,000 is based on resolving several NOPCs that have been justified by
audit or have been determined to have entitlement. An additional supplemental vote may be
necessary in the future, in the event that an arbitration settlement awards additional
compensation to the Contractor.
It is further recommended that the Commission be requested to vote these funds at the May
2002 meeting.
/S/ GARRY COHOE
GARRY COHOE
Deputy District Director
Program/Project Management
SLH:mc
Attachments
1. Construction Branch Memo
2. Supplemental Vote Fact Sheet
3. G-12 Majors 97-632,633, 99-595 & 00-487
•
•
•
212
"
S t a t e o f C a l i f o r n i a B u s i n e s s , T r a n s p o r t a t i o n a n d H o u s i n g A g e n c y
M e m o r a n d u m
T o J O E F E H R E N K A M P
D i s t r i c t 0 8 - P r o g r a m M a n a g e m e n t
F r o m
S u b j e c t :
D E P A R T M E N T O F T R A N S P O R T A T I O N
D i s t r i c t 0 8 - C o n s t r u c t i o n
J a b r a K a w w a , R e s i d e n t E n g i n e e r
R e q u e s t f o r A d d i t i o n a l F u n d s
D a t e M a r c h 2 0 , 2 0 0 2
F i l e N o . : 0 8 - R i v - 6 0 , 2 1 5 - R 6 . 7 / 1 2 . 2 , 4 1 . 5 / 4 3 . 3
0 8 - 4 6 3 2 V 4
A C N H I - 2 1 5 - 1 ( 2 0 0 ) 9 9 N , A C N H - P 0 6 0 ( 1 0 1 ) N
N e a r R i v e r s i d e o n R t e 6 0 f r o m V a l l e y W a y t o R t e
2 1 5 a n d o n R t e 2 1 5 f r o m R t e 6 0 t o U n i v e r s i t y A v e .
( W i d e n i n g , R e h a b i l i t a t e )
S u p p l e m e n t a l f u n d s i n t h e a m o u n t o f $ 1 , 5 0 0 , 0 0 0 . 0 0 a r e r e q u e s t e d f o r t h e a b o v e
r e f e r e n c e d p r o j e c t . F o l l o w i n g a r e t h e d e t a i l s s u p p o r t i n g t h i s r e q u e s t :
F i n a n c i a l S t a t u s o f C o n t r a c t
D e s c r i p t i o n
P r e s e n t P r o j e c t
A l l o t m e n t
E s t i m a t e d F i n a l
E x p e n d i t u r e s
C o n t r a c t I t e m s
$ 2 7 , 1 5 6 , 1 5 6 . 8 5
$ 2 7 , 4 1 4 , 0 8 5 . 0 8
S u p p l e m e n t a l W o r k a n d
C o n t i n g e n c i e s
$ 4 , 7 9 2 , 7 4 3 . 1 5
$ 6 , 0 1 6 , 9 7 6 . 4 1
S t a t e F u r n i s h e d M a t e r i a l s
a n d E x p e n s e
$ 6 7 9 , 1 0 0 . 0 0
$ 6 7 9 , 1 0 0 . 0 0
T o t a l A u t h o r i z e d
$ 3 2 , 6 2 8 , 0 0 0 . 0 0
$ 3 4 , 1 1 0 , 1 6 1 . 4 9
E s t i m a t e d D e f i c i t
* * $ 1 , 4 8 2 , 1 6 1 . 4 9
C a l l ( T o t a l F u n d s R e q u e s t )
* $ 1 , 5 0 0 , 0 0 0 . 0 0
* $ 1 , 2 0 0 , 0 0 0 . 0 0 f o r S T I P a n d $ 3 0 0 , 0 0 0 . 0 0 f o r S H O P P
* * T o t a l N e e d e d
C o n t i n g e n c y B a l a n c e
A m o u n t R e q u e s t e d
= $ 2 , 4 7 5 , 0 0 0 . 0 0
_ - $ 9 9 2 , 8 3 8 . 5 1
= $ 1 , 4 8 2 , 1 6 1 . 4 9
J u s t i f i c a t i o n f o r R e q u e s t
T h e i n c r e a s e s f o r t h i s c o n t r a c t a r e f o r r e s o l v i n g s e v e r a l N o t i c e s o f P o t e n t i a l
C l a i m s ( N O P C ) t h a t e i t h e r h a v e b e e n j u s t i f i e d b y a u d i t o r h a v e b e e n d e t e r m i n e d
t o h a v e e n t i t l e m e n t ( s e e a t t a c h m e n t ) . T h e c o s t l i e s t N O P C r e s u l t e d f r o m d e l a y s
a n d c o n f l i c t s w i t h a n a d j o i n i n g c o n t r a c t . T h e e s t i m a t e d v a l u e o f t h i s N O P C i s
$ 1 , 2 0 0 , 0 0 0 . 0 0 .
2 1 3
Joe Fehrenkamp
March 20, 2002
Page 2
Additional monies were spent for the construction of west end median extension
(CCO #60), extending sound walls, replacing additional existing damaged PCCP
slabs, changes in landscape and irrigation system and other associated costs.
The discrepancy.between the contract plans and site conditions resulted in
several number of contract change orders (CCO). Some of the CCO are being
protested by the contractor and expected to cost much more than originally
anticipated due to actual field conditions.
The Resident Engineer, Designers, Maintenance and District Safety Review
Committee requested the CCO with the concurrence of the Senior Construction
Engineer, the Project Manager, Designers, Headquarters, Federal Highway
Administration and others as needed. Without these CCO, the originally planned
work could not have been completed as scoped.
It is requested that the additional funds be provided as soon as possible to
allow proper payments to the contractor in order to avoid future escalated
claims with unnecessary additional cost of interests and other fees. Your
expeditious handling of this request is appreciated.
If you have any questions or need additional information, please contact me at
(909) 275-0105 or Ashraf Mohamed at (909) 682-6385.
Jabra Kawwa
Resident Engineer
Concurred by
Ashraf Mohamed
Senior Construction Engineer
Attachment: Notice of Potential Claims List and Protested/Pending CCOs
cc: Robert Pieplow
Chuck Suszko
Doug Saathoff
Mike Perovich
Bryce Johnston
Alex Daouk
David Thomas
Fred Asef
•
•
•
214
Notice Of Potential Claims List And Protested/Pending CCOs **
08-4632V4
#
Description
*
Estimated
Value
STIP
SHOPP
Date
Received]
1
.
Conflict with Other Contract Work
$1,200,000.00
$976,320.00
$223.680.00
04-02-98
2
Approach Slab Work Conflict
No Merit
04-06-98
3
4
Shoulder Strengthening Work Conflict
No Merit
04-06-98
Clear & Grub Terri ora Easement " "-`=_ "`�
r
`�
esofJeil'
5
CIDH Piles @ SW 363 Differing
��Resolveir
„,
�a;;Resolved T
k': 05x2&-98 ==
- Site Condition
No Merit
07-01-98
6
CIDH Piles @ SW 612 - Differing Site Condition
No Merit
7
K -rail & Gawk Screen: u `Uet icl mss Openi
06-24-98
3
Resoliied:fY,
X09=-t1�98:
8
Existing ='Sign t& J .,
esoIvedif,-$1*25=.98%
9
: Sign K Foundation::
.-. • .
eso►ve`d
(�.,
10
Fiber Optic Splice Vaults
'
$50,000.00
• :
�
$9 320.00
.
12 16 98
11:
2-Feet-Grindin & ShdtIderStren a !n'
,>-. -
-'16 8
-.
12
Buried
e`5Ogiti24.00
0241 '
Man -Made Object (CTB)
$35,000.00
$28,476.00
$6,524.00
04-15-99
13
Class 2 Aggregate Sub -base a9 Median
No Merit
,14
G-2`Inlet @ Sp uee Apprarp7t: Slab -
-
acv
esblved;
e�6tued
X04-15-99
06-
15
Profilographing & Grinding
No Merit
99
06-21-99
16
PCCP Cracks Repair
No Merit
1
10-01-99
17
Dowels Between Lanes - Differing Site Condition
No Merit
01-21-00
18
Differing Site Condition @ Wall 415 CIDH Holes
No Merit
04-05-00
19
CTB - Buried MM Object @ Shoulder
No Merit
03-09-00
20
21
Roadway Excavation Differing Site Condition Due to
Boulders
$30,000.00
$24,408.00
$5,592.00
05-04-00
Differing Site Condition @ SW #421
No Merit
05-11-00
22
Decomposed Granite 2 East End
No Merit
05-05-00
23
Differing Site Condition - Boulders SW #438
No Merit
06-01-00
24
A.C. Dike Removal @ Wall 415
"AFR"
No Merit
08-30-00
25
LJ Const - Delay Cost (See NPC #11
No Merit
10-05-00
26
SW 466 CCO - Added Costs & Delays
$100,000.00
$81,360.00
$18,640.00
06-01-00
27
Ret: Wall # 688', -at M- OOl y and{Ctia`n'ges
R 6 "
„ ` '
es°(ited
.- .
Reso`t�ied
28
PCCP Slab Replacement - Cure Time
No Merit
1-20-00
12-20-00
29
_
Delay Due to Functional Testing
No Merit
02-13-01
30
PCC Pavement Thickness - Deduction Taken
No Merit
03-01-01
31'
Joint Sealing at Chicago:Badge &
44ResolvedV
�E2esorved
Resolved
"x03-0;61
32
Repair of Existing Bridge Joint
No Merit
03-
33
Refinish Bridge Deck - Verbal Shutdown
No Merit
-01
03-14-01
34
Roadside Clearing and Final Clean Up
No Meet
03-14-01
35
Contract Item 97 Quantity
No Merit
03-16-01
36
Item 65 - Erosion Control Quantity,
5150b 000.00
$122040.00
$27,960_00
03-13-01
37
Item 106 - Change Joint Type.A"to B @ Spruce ' ,
atResolved•
aResoived
- Resolved ;y
.0323'0.1;
i38
Item 106 - Joint Seal "A":Change in.Character ,--_--Ii .'... Res:OWed
esotved ;
iL:Resotved
39
Item 97 - Clean Bridge Joint - Change in Character
No Merit
.�
.,03-23-010
03-22-01
40
Removal of Traffic Stripe
No Merit
05-10
41
Unmarked Storm Drain atBlaineSt � ; n z �,`.
- �•
;;; � ,
Resirlved �
r_. ��---_ •..
Resolved �
Resolved 7:-.2
01
:05-�10-0-1=
42
Adjustment of Compensation CCO #54
.. -
$1007 000.00
$81,360.00
$18,640.00
05-10-01
43
g4 ,'".<Y� # , ..,_
,. - :
.� Rescinded;,
e ,•_.,.
�aResctnded 3 s'.Rescinded
-
'r: :,„;.
44
Traffic Control for Connector Closure
$100.000.00
$81,360.00
$18,640.00
07-30-01
45
Removal of Existing Thermoplastic Striping
$100,000.00 -
$81,360.00
$18.640.00
07-30-01
46
SWPPP Clean Up in Summer- of. 2000' =
<ReoWJ
Resolved
;Resolved t
07-30-01,.
47
Additional Work for SWPPP Cleari`Up for _10-05 01
-->=Resolved tg
Resolved 1
'Resolved .':;'.07-31'-01':
48
Phoneline for Landscaping
$10,000.00
$8,136.00
$1,864.00
08-27-01
49
Deficiencies to the Overhead Signs
5150,000.00
$122,040.00
$27,960.00
01-11-02
50
""
Delay in Acceptance?
$200,000.00
$162,720.00
$37,280.00
01-24-02
Protested/Pending
CCOs
$250 000.00
$203,400.00
$46,600.00
1
TOTAL
$2,475,000.00 $2,013,660.00
$461,340.00
contractor's submittals and justifications.
215
"
A G E N D A I T E M 7 V
"
"
"
"
"
R I V E R S I D E C O U N T Y T R A N S P O R T A T I O N C O M M I S S I O N
D A T E :
M a y 8 , 2 0 0 2
T O :
R i v e r s i d e C o u n t y T r a n s p o r t a t i o n C o m m i s s i o n
F R O M :
B u d g e t a n d I m p l e m e n t a t i o n C o m m i t t e e
D a r r e n K e t t l e , D i r e c t o r o f I n t e r g o v e r n m e n t a l a n d L e g i s l a t i v e A f f a i r s
T H R O U G H :
E r i c H a l e y , E x e c u t i v e D i r e c t o r
S U B J E C T :
S t a t e a n d F e d e r a l L e g i s l a t i v e U p d a t e
B U D G E T A N D I M P L E M E N T A T I O N A N D S T A F F R E C O M M E N D A T I O N :
T h i s i t e m i s f o r t h e C o m m i s s i o n t o :
1 ) A d o p t t h e f o l l o w i n g b i l l p o s i t i o n s :
N o P o s i t i o n - S C A 5 ( T o r l a k s o n , D - A n t i o c h ) a s a m e n d e d 2 / 1 3 / 0 2 .
O p p o s e - S B 1 8 2 7 ( T o r l a k s o n , D - A n t i o c h ) a s i n t r o d u c e d 2 / 2 2 / 0 2 .
O p p o s e U n l e s s A m e n d e d - S B 1 8 5 6 ( C o s t a , D - F r e s n o ) e t a l ) a s
i n t r o d u c e d 2 / 2 2 / 0 2 .
S u p p o r t - A B 2 0 9 8 ( B a t e s , R - L a g u n a N i g u e l ) a s i n t r o d u c e d 2 / 1 9 / 0 2
A B 2 4 7 6 ( P a c h e c o , R - R i v e r s i d e ) a s i n t r o d u c e d 2 / 2 1 / 0 2 ;
2 ) R e c e i v e a n d f i l e t h e S t a t e a n d F e d e r a l L e g i s l a t i v e U p d a t e a s a n
i n f o r m a t i o n i t e m .
B A C K G R O U N D I N F O R M A T I O N :
S t a t e U p d a t e
T h e l a s t d a y f o r p o l i c y c o m m i t t e e s t o r e p o r t f i s c a l b i l l s o u t o f t h e p o l i c y c o m m i t t e e
o f t h e h o u s e o f o r i g i n i s A p r i l 2 6 , 2 0 0 2 . W i t h t h i s d e a d l i n e , t h e r e h a s b e e n a f l u r r y
o f a c t i v i t y t o m o v e b i l l s t h r o u g h t h i s s t e p o f t h e l e g i s l a t i v e p r o c e s s . T h e b u d g e t
a n d t h e $ 1 7 . 5 b i l l i o n d e f i c i t c o n t i n u e s t o r e c e i v e m o s t o f t h e a t t e n t i o n f r o m
l e g i s l a t o r s w i t h a s t r o n g u n d e r c u r r e n t o f c o n c e r n o f h o w t h e d e f i c i t w i l l i m p a c t a n y
l e g i s l a t i o n t h a t h a s f i s c a l c o n s e q u e n c e s .
T h e r e h a s b e e n l i t t l e i n t h e w a y o f t r a n s p o r t a t i o n p o l i c y l e g i s l a t i o n w i t h t h e
e x c e p t i o n o f S B 1 2 6 2 ( T o r l a k s o n ) , t h e b i l l r e q u i r i n g a m i n i m u m 1 0 % s e t - a s i d e o f
t r a n s p o r t a t i o n R e g i o n a l I m p r o v e m e n t P r o g r a m ( R I P ) f u n d s f o r a t r a n s i t - o r i e n t e d
d e v e l o p m e n t a n d h o u s i n g i n c e n t i v e s p r o g r a m , a n d t h e b i l l s r e f e r e n c e d a b o v e f o r
p o s i t i o n c o n s i d e r a t i o n . S B 1 2 6 2 p a s s e d o u t o f t h e S e n a t e T r a n s p o r t a t i o n
C o m m i t t e e o n A p r i l 2 , 2 0 0 2 o n a n 8 - 3 v o t e w i t h 8 v o t e s b e i n g t h e m i n i m u m t o
m o v e t h e b i l l o u t o f c o m m i t t e e a n d o n t o S e n a t e A p p r o p r i a t i o n s C o m m i t t e e .
2 1 7
Also the Committee will recall two bills introduced that proposed to clarify the
diesel fuel tax exemption as it relates to the definition of farming activities in the
event that the BOE approved proposed regulation 1533.2. The bills are AB 2809
(Longville) and SB 10xxx (Sher). The bills are no longer being considered since the
transit community and food processing industry reached an agreement and the BOE
adopted the proposed regulation as agreed to by the two parties.
Staff has analyzed and recommends the following bill positions for approval:
SCA 5 (Torlakson, D -Antioch) - This measure is a Senate Constitutional
Amendment that would place before California voters the ability to adopt a local
option sales tax for transportation projects with a minimum of 25% of the revenues
for smart -growth planning and development with a simple majority (50% + 1) vote.
Staff recommends: NO POSITION. The staff analysis is attached.
SB 1827 (Torlakson, D -Antioch) - Senate Bill 1827 redirects a portion of AB 2766
Air District fee revenues to implement a free bus pass pilot project in the South
Coast AQMD by redirecting a portion of the AB 2766 vehicle registration fees to a
small Los Angeles County public transit system for the purpose of establishing a
free bus pass program. Staff recommends: OPPOSE. The bill analysis is attached.
SB 1856 (Costa, D -Fresno, et al) - This bill enacts the High -Speed Passenger Train
Bond Act, which, subject to voter approval, would provide for the issuance of $6
billion of general obligation bonds to be used for the purpose of funding the
planning and construction of a high-speed train system. Staff recommends:
OPPOSE UNLESS AMENDED. The staff analysis is attached.
AB 2098 (Bates, R -Laguna Niguel) - The purpose of this legislation is to conform
California law to federal requirements related to repeat drunk driving offenders in
order to permit flexibility in using federal highway funding. Staff recommends:
SUPPORT. The staff analysis is attached.
AB 2476 (Pacheco, R -Riverside) - This measure grants the Department of Housing
and Community Development flexibility in awarding grants within the existing Jobs -
Housing Balance Improvement Program. Staff recommends: SUPPORT. The staff
analysis is attached.
Federal Update
Appropriations requests were due in the Transportation Appropriations Committee
Chairmen's offices March 28, 2002 in the House and April 17, 2002 for the
Senate. Staff will report back on those requests as information becomes available.
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T h e t w o H i g h w a y F u n d i n g R e s t o r a t i o n A c t s ( S 1 9 1 7 a n d H R 3 6 9 4 ) a r e b i p a r t i s a n
b i l l s t h a t c o n t i n u e t o g a r n e r v e t o p r o o f s u p p o r t . A s i n t r o d u c e d , t h e m e a s u r e
r e s t o r e s t h e h i g h w a y p r o g r a m f r o m t h e $ 2 3 . 3 b i l l i o n l e v e l o f t h e p r e s i d e n t ' s b u d g e t
t o $ 2 7 . 7 b i l l i o n , t h e F Y 2 0 0 3 l e v e l o f h i g h w a y a u t h o r i z a t i o n s f o u n d i n t h e
T r a n s p o r t a t i o n E q u i t y A c t f o r t h e 2 1 ' C e n t u r y ( T E A 2 1 ) . W h i l e t h e S e n a t e i s
c o n s i d e r i n g g o i n g b e y o n d t h e $ 2 7 . 7 b i l l i o n l e v e l o f r e s t o r a t i o n , H o u s e
T r a n s p o r t a t i o n a n d I n f r a s t r u c t u r e C o m m i t t e e C h a i r m a n D o n Y o u n g ( R - A l a s k a ) i s
c o m m i t t e d t o n o t e x c e e d i n g t h e $ 2 7 . 7 b i l l i o n a s p a r t o f a n a g r e e m e n t w o r k e d o u t
w i t h t h e H o u s e ' s b u d g e t a n d a p p r o p r i a t i o n s l e a d e r s .
A t t a c h m e n t s :
S C A 5 ( T o r l a k s o n ) - B i l l A n a l y s i s
S B 1 8 2 7 ( T o r l a k s o n ) - B i l l A n a l y s i s
S B 1 8 5 6 ( C o s t a ) - B i l l A n a l y s i s
A B 2 0 9 8 ( B a t e s ) - B i l l A n a l y s i s
A B 2 4 7 6 ( P a c h e c o ) - B i l l A n a l y s i s
L e g i s l a t i v e M a t r i x
2 1 9
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D a t e o f A n a l y s i s : A p r i l 9 , 2 0 0 2
B i l l N u m b e r / A u t h o r : S C A 5 ( T o m T o r l a k s o n , D - A n t i o c h )
A s a m e n d e d F e b r u a r y 1 3 , 2 0 0 2
S u b j e c t :
S e t a s i m p l e m a j o r i t y v o t e r e q u i r e m e n t f o r l o c a l
s a l e s t a x m e a s u r e s f o r t r a n s p o r t a t i o n w i t h a
m i n i m u m 2 5 % s e t - a s i d e o f r e v e n u e s f o r s m a r t
g r o w t h p l a n n i n g a n d c o n s t r u c t i o n .
S t a t u s : I n t r o d u c e d M a y 1 5 , 2 0 0 1
A m e n d e d F e b r u a r y 1 3 , 2 0 0 2
S u m m a r y :
T h e C a l i f o r n i a C o n s t i t u t i o n c o n d i t i o n s t h e i m p o s i t i o n o f a s p e c i a l t a x , s u c h a s
t r a n s p o r t a t i o n s a l e s t a x m e a s u r e s l i k e M e a s u r e A o r I , b y a c i t y , c o u n t y , o r
s p e c i a l d i s t r i c t u p o n t h e a p p r o v a l o f 2 / 3 o f t h e v o t e r s o f t h e c i t y , c o u n t y , o r
s p e c i a l d i s t r i c t v o t i n g o n t h a t t a x .
S C A 5 a s a m e n d e d , p l a c e s b e f o r e C a l i f o r n i a v o t e r s t h e a b i l i t y t o a u t h o r i z e a
c i t y , c o u n t y , o r t h e M e t r o p o l i t a n T r a n s p o r t a t i o n C o m m i s s i o n i n t h e b a y a r e a ,
t o i m p o s e a s p e c i a l t a x t o f u n d t r a n s p o r t a t i o n p r o j e c t s a n d s m a r t g r o w t h
p l a n n i n g w i t h a s i m p l e m a j o r i t y v o t e o f t h e v o t e r s o f t h e l o c a l j u r i s d i c t i o n . A s
a S e n a t e C o n s t i t u t i o n a l A m e n d m e n t t h i s b i l l m u s t b e a p p r o v e d b y 2 / 3 o f t h e
m e m b e r s h i p o f e a c h h o u s e a n d a p p r o v e d b y t h e v o t e r s o f t h e S t a t e o f
C a l i f o r n i a .
S t a f f C o m m e n t s :
I n i t s ' i n t r o d u c e d f o r m , S C A 5 w a s a v e h i c l e t o r e d u c e t h e s u p e r m a j o r i t y 2 / 3 -
v o t e r e q u i r e m e n t f o r a p p r o v a l o f t r a n s p o r t a t i o n s a l e s t a x e s t o a s i m p l e
m a j o r i t y . T h e p r o p o s a l w a s i d e n t i c a l t o S C A 3 ( B u r t o n ) f r o m t h e l a s t
l e g i s l a t i v e s e s s i o n t h a t w a s s u p p o r t e d b y b o t h R C T C a n d S A N B A G . S A N B A G
h a d t a k e n a s u p p o r t i f a m e n d e d p o s i t i o n o n i n t r o d u c e d v e r s i o n o f S C A 5 w i t h
t h e a m e n d m e n t b e i n g c h a n g i n g t h e l o c a l v o t e t h r e s h o l d t o a 5 5 % m a j o r i t y .
T h e a u t h o r h a s s i n c e a m e n d e d t h e b i l l t o r e q u i r e t h a t l o c a l s a l e s t a x m e a s u r e s
a p p r o v e d u n d e r t h i s c o n s t i t u t i o n a l p r o v i s i o n w o u l d b e r e q u i r e d t o s e t - a s i d e
2 5 % o f t h e r e v e n u e s f o r " s m a r t - g r o w t h " p l a n n i n g a n d d e v e l o p m e n t . T h e
a m e n d e d b i l l r e t a i n s t h e s i m p l e m a j o r i t y v o t e t h r e s h o l d .
I n T i g h t o f t h e s i g n i f i c a n t c h a n g e i n t h e b i l l t o r e q u i r e 2 5 % o f t h e r e v e n u e s b e
u s e d f o r s o m e t h i n g o t h e r t h a n t r a n s p o r t a t i o n p r o g r a m s , t h u s l i m i t i n g l o c a l
c o n t r o l a n d s p e c i f i c a l l y o u r a b i l i t y t o f u n d t r a n s p o r t a t i o n p r o j e c t s t h a t t h e
2 2 0
SANBAG Board and County voters deem necessary, staff recommends
removing the qualified support for the bill and taking NO POSITION.
Staff Recommendation:
NO POSITION
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D a t e o f A n a l y s i s : A p r i l 9 , 2 0 0 2
B i l l N u m b e r / A u t h o r : S B 1 8 2 7 ( T o m T o r l a k s o n , D - A n t i o c h )
A s i n t r o d u c e d F e b r u a r y 2 2 , 2 0 0 2
S u b j e c t :
D e m o n s t r a t i o n p r o j e c t t o f u n d f r e e b u s p a s s
p r o g r a m f r o m m o t o r v e h i c l e r e g i s t r a t i o n f e e s
c u r r e n t l y a l l o c a t e d t o c l e a n a i r p r o g r a m s b y a i r
d i s t r i c t s a n d r e l a t e d e n t i t i e s .
S t a t u s : I n t r o d u c e d F e b r u a r y 2 2 , 2 0 0 2
S u m m a r y :
E x i s t i n g l a w p e r m i t s a n y a i r q u a l i t y m a n a g e m e n t d i s t r i c t o r a i r p o l l u t i o n
c o n t r o l d i s t r i c t , e x c e p t t h e S a c r a m e n t o M e t r o p o l i t a n A i r Q u a l i t y M a n a g e m e n t
D i s t r i c t , t h a t h a s b e e n d e s i g n a t e d b y t h e S t a t e A i r R e s o u r c e s B o a r d a s a
n o n a t t a i n m e n t a r e a f o r a n y p o l l u t a n t e m i t t e d b y m o t o r v e h i c l e s t o l e v y a f e e
o n m o t o r v e h i c l e s r e g i s t e r e d i n t h e d i s t r i c t , a n d r e q u i r e s t h e D e p a r t m e n t o f
M o t o r V e h i c l e s t o c o l l e c t , u p o n t h e r e q u e s t o f a d i s t r i c t , t h o s e f e e s u p o n
r e n e w a l o f t h e r e g i s t r a t i o n o f a n y m o t o r v e h i c l e s u b j e c t t o t h e a i r p o l l u t i o n
c o n t r o l l a w s o f t h e s t a t e . T h e d i s t r i c t s a r e r e q u i r e d t o u s e t h e m o t o r v e h i c l e
r e g i s t r a t i o n f e e r e v e n u e s t o r e d u c e a i r p o l l u t i o n f r o m m o t o r v e h i c l e s , a n d f o r
r e l a t e d p l a n n i n g , m o n i t o r i n g , e n f o r c e m e n t , a n d t e c h n i c a l s t u d i e s t o
i m p l e m e n t t h e C a l i f o r n i a C l e a n A i r A c t o f 1 9 8 8 . E x i s t i n g l a w r e q u i r e s t h o s e
m o t o r v e h i c l e f e e r e v e n u e s g e n e r a t e d i n t h e A i r Q u a l i t y M a n a g e m e n t
D i s t r i c t s t o b e s u b v e n e d t o t h e d i s t r i c t a n d u s e d f o r s p e c i f i e d p u r p o s e s ,
i n c l u d i n g t h e i m p l e m e n t a t i o n o f r i d e s h a r i n g p r o g r a m s , p u r c h a s e a n d l e a s e o f
c l e a n f u e l b u s e s f o r s c h o o l d i s t r i c t s a n d t r a n s i t o p e r a t o r s , p r o v i s i o n o f
t r a n s p o r t a t i o n s e r v i c e s t o r a i l a n d f e r r y s t a t i o n s a n d a i r p o r t s , i m p l e m e n t a t i o n
o f l o c a l a r t e r i a l t r a f f i c m a n a g e m e n t , i m p l e m e n t a t i o n o f l o w - e m i s s i o n a n d
z e r o - e m i s s i o n v e h i c l e a n d s m o k i n g v e h i c l e p r o g r a m s , a u t o m o b i l e b u y b a c k
p r o g r a m s , a n d o t h e r s p e c i f i e d e m i s s i o n - r e d u c t i o n p r o g r a m s .
T h i s b i l l w o u l d r e q u i r e A i r Q u a l i t y M a n a g e m e n t D i s t r i c t s , o n J a n u a r y 1 ,
2 0 0 3 , o r a s s o o n a s p r a c t i c a b l e t h e r e a f t e r , t o p r o v i d e f e e r e v e n u e s i n a n
a m o u n t d e t e r m i n e d b y e a c h a p p l i c a b l e d i s t r i c t t o s p e c i f i e d s m a l l p u b l i c
t r a n s i t s y s t e m s , a s d e f i n e d , w i t h i n t h e i r j u r i s d i c t i o n . T h e b i l l w o u l d a l s o
r e q u i r e t h e S o u t h C o a s t A i r Q u a l i t y M a n a g e m e n t D i s t r i c t t o p r o v i d e f e e
r e v e n u e s , i n a n a m o u n t d e t e r m i n e d b y t h a t d i s t r i c t , t o a s m a l l p u b l i c t r a n s i t
s y s t e m i n L o s A n g e l e s C o u n t y d e t e r m i n e d b y t h e d i s t r i c t . B y i m p o s i n g
a d d i t i o n a l d u t i e s o n s p e c i f i e d d i s t r i c t s , t h i s b i l l w o u l d i m p o s e a s t a t e -
m a n d a t e d l o c a l p r o g r a m .
S t a f f C o m m e n t s :
2 2 2
Senate Bill 1827 redirects a portion of AB 2766 Air District fee revenues to
implement a free bus pass pilot project in the South Coast AQMD by
redirecting a portion of the AB 2766 vehicle registration fees to a small Los
Angeles County public transit system for the purpose of establishing a free
bus pass program.
AB 2766 (Health & Safety Code Sections 44240-44247) stipulates that the
$4 registration fee collected by the Department of Motor Vehicles be
distributed as follows:
• Thirty cents of every dollar shall be used by the AQMD for planning,
monitoring, enforcement and technical studies that are authorized by, or
necessary to implement, the California Clean Air Act;
• Forty cents of every dollar shall be distributed by the AQMD to cities and
counties located in the South Coast District to be used to reduce motor
vehicle air pollution; and;
• Thirty cents of every dollar shall be deposited by the AQMD in a
discretionary account (the "Discretionary Fund") to be used to implement
programs that reduce motor vehicle air pollution.
To determine which projects should be funded by the Discretionary Fund, AB
2766 created the Mobile Source Air Pollution Reduction Review Committee
consisting of membership from the SCAQMD, county transportation
commissions (including SANBAG and RCTC), the regional rideshare agency,
and the regional transportation planning agency. The MSRC develops an
annual work program, evaluates candidate air pollution reduction projects,
and makes a final recommendation to the AQMD Governing Board as to
which programs and/or projects should receive Discretionary Funds.
The MSRC has provided considerable financial support to public transit
agencies since its inception in 1990. This has been accomplished on a
regional basis, ensuring small public transit agencies in each of the four
counties that comprise the South Coast AQMD are treated equitably. SB
1827 appears to favor small transit operators in only Los Angeles County
Finally, staff is concerned that Senate Bill 1827, if enacted, could potentially
reduce the ability to fund other cost-effective air pollution reduction
strategies.
Staff Recommendation:
OPPOSE
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D a t e o f A n a l y s i s : A p r i l 9 , 2 0 0 2
B i l l N u m b e r / A u t h o r : S B 1 8 5 6 ( J i m C o s t a , D - F r e s n o , e t a l . )
A s i n t r o d u c e d F e b r u a r y 2 2 , 2 0 0 2
S u b j e c t :
E n a c t s t h e H i g h S p e e d R a i l B o n d A c t f o r t h e
p u r p o s e o f f u n d i n g t h e p l a n n i n g a n d c o n s t r u c t i o n
o f a h i g h - s p e e d r a i l s y s t e m .
S t a t u s : I n t r o d u c e d F e b r u a r y 2 2 , 2 0 0 2
S u m m a r y :
E x i s t i n g l a w c r e a t e s t h e H i g h - S p e e d R a i l A u t h o r i t y w i t h t h e r e s p o n s i b i l i t y o f
d i r e c t i n g t h e d e v e l o p m e n t a n d i m p l e m e n t a t i o n o f i n t e r c i t y h i g h - s p e e d r a i l
s e r v i c e .
T h i s b i l l w o u l d e n a c t t h e H i g h - S p e e d P a s s e n g e r T r a i n B o n d A c t o f 2 0 0 2 ,
w h i c h , s u b j e c t t o v o t e r a p p r o v a l , w o u l d p r o v i d e f o r t h e i s s u a n c e o f a n
u n s p e c i f i e d a m o u n t o f g e n e r a l o b l i g a t i o n b o n d s , t h e p r o c e e d s o f w h i c h
w o u l d b e u s e d f o r t h e p u r p o s e o f f u n d i n g p l a n n i n g a n d c o n s t r u c t i o n o f a
h i g h - s p e e d t r a i n s y s t e m i n t h i s s t a t e p u r s u a n t t o t h e b u s i n e s s p l a n o f t h e
a u t h o r i t y . T h e b i l l w o u l d p r o v i d e f o r t h e s u b m i s s i o n o f t h e b o n d a c t t o t h e
v o t e r s i n a c c o r d a n c e w i t h s p e c i f i e d l a w .
S t a f f C o m m e n t s :
A c c o r d i n g t o t h e H i g h - S p e e d R a i l A u t h o r i t y ' s a d o p t e d b u s i n e s s p l a n , t h e
t o t a l c o s t o f t h e s t a t e w i d e h i g h - s p e e d r a i l s y s t e m i s e s t i m a t e d i n t o d a y ' s
d o l l a r s a t $ 2 5 b i l l i o n . T h e S t a t e w i d e s y s t e m s t r e t c h e s f r o m S a c r a m e n t o t o
t h e B a y A r e a , s o u t h t h r o u g h t h e c e n t r a l v a l l e y t o L o s A n g e l e s , t h e n i n l a n d t o
O n t a r i o A i r p o r t a n d s o u t h t h r o u g h t h e T e m e c u l a V a l l e y t o S a n D i e g o .
S B 1 8 5 6 c u r r e n t l y c i t e s a n u n s p e c i f i e d a m o u n t i n g e n e r a l o b l i g a t i o n b o n d
i s s u a n c e t o f u n d t h e p r o j e c t . S t a f f h a s l e a r n e d t h a t i t i s t h e a u t h o r ' s i n t e n t
t o a m e n d t h e b i l l t o s e t t h e a m o u n t o f G O b o n d i s s u a n c e a t - $ 6 b i l l i o n a n d
w i t h t h a t f u n d i n g t h e H i g h - S p e e d R a i l A u t h o r i t y w o u l d m o v e f o r w a r d w i t h
w h a t t h e y c a l l S e g m e n t 1 o f t h e s y s t e m w h i c h s t r e t c h e s f r o m S a n J o s e t o
L o s A n g e l e s U n i o n S t a t i o n . T h e p r o b l e m h e r e i s t h a t S e g m e n t 1 c o s t s a r e
e s t i m a t e d a t $ 1 2 b i l l i o n f o r p l a n n i n g , c o n s t r u c t i o n , v e h i c l e s , a n d s u p p o r t
c o s t s s o t h e G O b o n d i s s u a n c e o n l y w o u l d f u n d h a l f t h e c o s t s . T o e n s u r e
c o m p l e t i o n o f S e g m e n t 1 , t h e o t h e r $ 6 b i l l i o n i s n e c e s s a r y , p l a c i n g e x t r e m e
2 2 4
pressure on decision -makers to identify sources of revenue for the project
outside the bond financing mechanism, including general purpose
transportation funds.
If amended as expected by staff, the bond act would fund only half the
estimated cost of the first segment of the high-speed rail network that does
not extend to the Inland Empire. It is highly unlikely that California voters
will approve a measure that funds half a segment of a high-speed rail system
that has only limited statewide benefit, particularly if arguments are made
that other transportation dollars may be at risk to fund the half of the first
segment of the project not covered by the GO bond issue.
So unless the bill is amended to address the variety of concerns cited above,
staff recommends an oppose position. However, if the following
amendments are incorporated into the bill staff would suggest removing the
opposition.
1. The high-speed rail system shall be constructed as a single project as
proposed by the High -Speed Rail Authority adopted business plan
which includes segments through San Bernardino and Riverside
Counties. This ensures that the High -Speed Rail Authority will realize
adequate revenues to cover anticipated operational costs. This
amendment will also allow a GO ballot measure to garner the state-
wide support necessary for passage.
2. The bill should guarantee that general transportation dollars, including
State Transportation Improvement Program, State Transit Assistance,
Proposition 42 Sale tax on gasoline revenues, and Federal formula
funds not be used to fund any part of the high-speed rail system
including operations costs.
Staff Recommendation:
OPPOSE UNLESS AMENDED
•
•
•
225
"
"
"
D a t e o f A n a l y s i s : A p r i l 9 , 2 0 0 2
B i l l N u m b e r / A u t h o r : A B 2 0 9 8 ( P a t r i c i a B a t e s , R - L a g u n a N i g u e l )
A s i n t r o d u c e d F e b r u a r y 1 9 , 2 0 0 2
S u b j e c t :
C o n f o r m s C a l i f o r n i a l a w t o f e d e r a l r e q u i r e m e n t s i n
o r d e r t o p e r m i t f l e x i b i l i t y i n u s i n g f e d e r a l h i g h w a y
f u n d i n g .
S t a t u s : I n t r o d u c e d F e b r u a r y 1 9 , 2 0 0 2
S u m m a r y :
E x i s t i n g l a w r e q u i r e s t h a t i f a n y p e r s o n i s c o n v i c t e d o f d r i v i n g u n d e r t h e
i n f l u e n c e o f a n a l c o h o l i c b e v e r a g e o r d r u g a n d t h e o f f e n s e o c c u r r e d w i t h i n 7
y e a r s o f a s e p a r a t e v i o l a t i o n o f s p e c i f i e d p r o v i s i o n s r e l a t i n g t o d r i v i n g u n d e r
t h e i n f l u e n c e , w h i c h r e s u l t e d i n a c o n v i c t i o n , t h a t p e r s o n b e p u n i s h e d b y
i m p r i s o n m e n t i n a c o u n t y j a i l f o r n o t l e s s t h a n 9 0 d a y s n o r m o r e t h a n o n e
y e a r a n d b y a f i n e o f n o t T e s s $ 3 9 0 n o r m o r e t h a n $ 1 , 0 0 0 . T h e p e r s o n ' s
p r i v i l e g e t o o p e r a t e a m o t o r v e h i c l e i s a l s o r e q u i r e d t o b e s u s p e n d e d b y t h e
D e p a r t m e n t o f M o t o r V e h i c l e s . I f a n y p e r s o n i s c o n v i c t e d o f d r i v i n g u n d e r
t h e i n f l u e n c e a n d t h e o f f e n s e o c c u r r e d w i t h i n 7 y e a r s o f 2 s e p a r a t e
v i o l a t i o n s o f p r o v i s i o n s r e l a t i n g t o d r i v i n g u n d e r t h e i n f l u e n c e , w h i c h r e s u l t e d
i n c o n v i c t i o n s , t h a t p e r s o n s h a l l b e p u n i s h e d b y i m p r i s o n m e n t i n a c o u n t y j a i l
f o r n o t l e s s t h a n 1 2 0 d a y s n o r m o r e t h a n o n e y e a r a n d b y a f i n e o f n o t l e s s
t h a n $ 3 9 0 n o r m o r e t h a n $ 1 , 0 0 0 . T h e p e r s o n ' s p r i v i l e g e t o o p e r a t e a m o t o r
v e h i c l e i s a l s o r e q u i r e d t o b e r e v o k e d , a s s p e c i f i e d . U n d e r e x i s t i n g l a w ,
w h e n e v e r a p e r s o n i s c o n v i c t e d o f a n y s p e c i f i e d p r o v i s i o n s c o m m i t t e d w h i l e
d r i v i n g a m o t o r v e h i c l e o f w h i c h h e o r s h e i s t h e o w n e r , t h e c o u r t , a t t h e
t i m e s e n t e n c e i s i m p o s e d o n t h e p e r s o n , i s a u t h o r i z e d t o o r d e r t h e m o t o r
v e h i c l e i m p o u n d e d f o r a p e r i o d o f n o t m o r e t h a n 6 m o n t h s f o r a f i r s t
c o n v i c t i o n , a n d n o t m o r e t h a n 1 2 m o n t h s f o r a 2 n d o r s u b s e q u e n t c o n v i c t i o n .
T h i s b i l l w o u l d r e q u i r e t h a t , f o r t h e a b o v e v i o l a t i o n s r e l a t i n g t o d r i v i n g u n d e r
t h e i n f l u e n c e , t h e p e r s o n a l s o b e p u n i s h e d b y t h e i m p o u n d m e n t o f h i s o r h e r
m o t o r v e h i c l e a n d r e c e i v e a n a s s e s s m e n t r e g a r d i n g h i s o r h e r a l c o h o l a b u s e
a n d , i f a p p l i c a b l e , t r e a t m e n t a s d e t e r m i n e d b y t h e c o u r t .
S t a f f C o m m e n t s :
T h e f e d e r a l s t a t u t e r e g a r d i n g r e p e a t d r u n k d r i v i n g o f f e n d e r s r e q u i r e s e a c h
s t a t e t o e n a c t a n d e n f o r c e a l a w t h a t p r o v i d e s t h a t a n y i n d i v i d u a l c o n v i c t e d
2 2 6
of a second or subsequent offense for driving under the influence or while
intoxicated to be subject to four penalties.
California law meets the first (one year driver's license suspension) and
fourth (30 days of community service or 5 days of imprisonment)
requirements. This bill would clarify that repeat offenders are to receive an
assessment regarding his or her alcohol abuse and treatment as determined
by the court (the third requirement), and would make impoundment of the
offender's vehicle mandatory, rather than permissive (the second
requirement). As a result, this bill would amend the applicable California
laws to comply with the second and third provisions of the federal repeat
offenders statute in order to permit maximum federal highway funding
flexibility.
California is currently being penalized for noncompliance with the federal
repeat offenders requirements. This penalty requires that 1.5% of the
state's apportionments and associated obligation authority for the federal
highway system, surface transportation, and interstate maintenance
programs be -transferred to the state's safety program. Under federal law,
this penalty will increase to 3% beginning October 1, 2002, and potentially
could be over $45 million.
These funds would have been available for maintenance, reconstruction, and
certain additions to the interstate system, which includes all freeways
throughout the state. Without the transfer of these penalty funds, more
federal highways funds potentially would have been available for interstate
maintenance or even regional transportation projects through the STIP.
Staff Recommendation:
SUPPORT
•
•
227
"
"
"
D a t e o f A n a l y s i s : A p r i l 1 5 , 2 0 0 2
B i l l N u m b e r / A u t h o r : A B 2 4 7 6 ( R o d P a c h e c o , R - R i v e r s i d e )
A s i n t r o d u c e d F e b r u a r y 2 1 , 2 0 0 2
S u b j e c t : S t a t e G r a n t F u n d i n g f o r J o b s - t o - H o u s i n g S t u d i e s
S t a t u s : I n t r o d u c e d F e b r u a r y 2 1 , 2 0 0 2
A s s e m b l y T r a n s p o r t a t i o n H e a r i n g A p r i l 2 2 , 2 0 0 2
S u m m a r y :
E x i s t i n g l a w , t h e B u d g e t A c t o f 2 0 0 0 , p r o v i d e s f o r a t r a n s f e r o f
$ 1 0 , 0 0 0 , 0 0 0 b y t h e C o n t r o l l e r f r o m t h e G e n e r a l F u n d t o t h e H o u s i n g
R e h a b i l i t a t i o n L o a n F u n d , a n d r e q u i r e s $ 5 , 0 0 0 , 0 0 0 o f t h a t a m o u n t t o b e
d i s t r i b u t e d f o r c o l l a b o r a t i v e w o r k b y a c o u n t y , i n p a r t n e r s h i p w i t h c e r t a i n
g o v e r n m e n t a l e n t i t i e s , t o m i t i g a t e i n t e r r e g i o n a l i m p a c t s o f s u b s t a n t i a l
i m b a l a n c e s o f j o b s a n d h o u s i n g .
T h i s b i l l w o u l d a u t h o r i z e t h e D e p a r t m e n t o f H o u s i n g a n d C o m m u n i t y
D e v e l o p m e n t , i n a c c o r d a n c e w i t h p r o v i s i o n s i n t h e B u d g e t A c t o f 2 0 0 2 , o r a
s u b s e q u e n t B u d g e t A c t , t h a t a r e s i m i l a r t o t h e p r o v i s i o n d e s c r i b e d a b o v e , t o
d i s t r i b u t e f u n d s f o r l o c a l , r e g i o n a l , o r i n t e r r e g i o n a l s t u d i e s t h a t a d d r e s s
i n t e r r e g i o n a l i m p a c t s r e l a t i n g t o t r a n s p o r t a t i o n s y s t e m s , t r a f f i c c o n g e s t i o n ,
a n d l o n g c o m m u t e s t h a t r e s u l t , i n p a r t , f r o m t h e i m b a l a n c e o f j o b s a n d
h o u s i n g . T h e b i l l w o u l d r e q u i r e t h o s e s t u d i e s t o f o c u s o n d e v e l o p i n g
s t r a t e g i e s t o p r o m o t e j o b s - t o - h o u s i n g b a l a n c e o b j e c t i v e s .
S t a f f C o m m e n t s :
T h e I n l a n d E m p i r e i s p r o j e c t e d t o h a v e t h e r e g i o n ' s h i g h e s t p o p u l a t i o n
g r o w t h o v e r t h e n e x t t w e n t y y e a r s w h i l e O r a n g e C o u n t y i s p r o j e c t e d t o
c r e a t e m o r e j o b s t h a n i t c a n f i l l w i t h i t s ' p r o j e c t e d p o p u l a t i o n g r o w t h . T h a t
m e a n s t h e w o r k f o r c e i n R i v e r s i d e a n d S a n B e r n a r d i n o C o u n t i e s w i l l c o n t i n u e
t o c o m m u t e t o t h e j o b s i n O r a n g e C o u n t y r e s u l t i n g i n i n c r e a s e d c o n g e s t i o n
a n d t r a f f i c a c c i d e n t s . T h e 9 1 f r e e w a y i s c u r r e n t l y t h e o n l y t r a n s p o r t a t i o n
c o r r i d o r l i n k i n g t h e t w o c o u n t i e s a n d i s o n e o f t h e m o s t c o n g e s t e d f r e e w a y
i n t h e U n i t e d S t a t e s .
T h i s m e a s u r e g r a n t s t h e D e p a r t m e n t o f H o u s i n g a n d C o m m u n i t y
D e v e l o p m e n t f l e x i b i l i t y i n a w a r d i n g g r a n t s w i t h i n t h e e x i s t i n g J o b s - H o u s i n g
B a l a n c e I m p r o v e m e n t P r o g r a m . A B 2 4 7 6 w i l l a l l o w t h e D e p a r t m e n t t o
2 2 8
consider inter -regional studies that address the imbalance of jobs and
housing in awarding grant funds.
Staff Recommendation:
SUPPORT
•
•
•
229
" R I V E R S I D E C O U N T Y T R A N S P O R T A T I O N C O M M I S S I O O A N B E R N A R D I N O A S S O C I A T E D G O V E R N M E N T S
B I L L W A T C H 2 0 0 2 - P O S I T I O N S O N S T A T E L E G I S L A T I O N
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d u r i n g w h i c h t h e C o n t r o l l e r w o u l d b e r e q u i r e d t o m a k e t h e q u a r t e r l y
t r a n s f e r s f r o m t h e G e n e r a l F u n d t o t h e T I F , a n d t h e r e b y w o u l d m a k e a n
a p p r o p r i a t i o n . H o w e v e r A B 2 2 7 h a s b e e n a m e n d e d t o a n o n -
t r a n s p o r t a t i o n r e l a t e d a c t i v i t y a n d w i l l b e d e l e t e d f r o m B i l l W a t c h .
N / A
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S A N B A G : 3 / 7 / 0 1
R C T C : 3 / 1 4 / 0 1
A B 3 8 1
( P a p a n )
T h i s b i l l w o u l d r e q u i r e t h a t a n u n s p e c i f i e d p e r c e n t a g e o f t h e m o n e y i n
t h e a c c o u n t b e a v a i l a b l e t o t h e d e p a r t m e n t f o r t h e p u r p o s e o f p r o v i d i n g
i n c e n t i v e s t o l o c a l g o v e r n m e n t s , l o c a l t r a n s i t p r o v i d e r s , p r i v a t e
d e v e l o p e r s a n d f i n a n c i a l l e n d e r s f o r t h e c i t i n g a n d c o n s t r u c t i o n o f
t r a n s i t - o r i e n t e d a n d p e d e s t r i a n - o r i e n t e d d e v e l o p m e n t w i t h i n o n e - q u a r t e r
m i l e o f a n e x i s t i n g o r p l a n n e d t r a n s i t s t a t i o n .
S e n a t e H o u s i n g a n d
C o m m u n i t y
D e v e l o p m e n t C o m m .
H e a r i n g p e n d i n g
N o p o s i t i o n
t a k e n .
A B 7 1 0
( C h a v e z )
E x i s t i n g l a w r e q u i r e s t h e D O T t o d e v e l o p c o n t r a c t s p e c i f i c a t i o n s t o
c o n d u c t a s t a t e w i d e s t u d y o f t e c h n i c a l l y f e a s i b l e a n d a v a i l a b l e c o s t -
e f f e c t i v e m e a n s t o r e d u c e 4 - a n d 5 - a x l e t r u c k t r a f f i c f r o m c o n g e s t e d
u r b a n f r e e w a y s d u r i n g c o m m u t e h o u r s . T h i s b i l l w o u l d d e l e t e t h e
p r o v i s i o n s o f t h e e x i s t i n g l a w .
T h i s b i l l i s d e a d .
N o p o s i t i o n
t a k e n .
A B 8 6 0
( N e g r e t e -
M c L e o d )
" S p o t B i l l " t h a t i n c l u d e s L e g i s l a t i v e i n t e n t l a n g u a g e t o f u n d
t r a n s p o r t a t i o n p r o j e c t s t h a t w i l l m i t i g a t e t h e i m p a c t s o f l o c a l t r a f f i c
i m p a c t s c a u s e d b y t h e c o n s t r u c t i o n o f t h e A l a m e d a C o r r i d o r .
D i e d a t D e s k
S U P P O R T
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S A N B A G : 4 / 4 / 0 1
R O T C : 4 / 1 1 / 0 1
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( H o l l i n g s w o r t h )
T h i s b i l l w o u l d d e c l a r e t h e i n t e n t o f t h e L e g i s l a t u r e t h a t a l t e r n a t i v e
r o u t e s t h a t m a y b e u s e d t o t r a v e l f r o m R i v e r s i d e C o u n t y t o O r a n g e
C o u n t y b e e v a l u a t e d a n d c o n s i d e r e d .
F a i l e d A s m . T r a n s ,
D i e d p u r s u a n t t o A r t ,
I V S e c . 1 0 ( c )
N o p o s i t i o n
t a k e n .
A B 1 3 9 6
( L o n g v i l l e )
T h i s b i l l w o u l d c r e a t e t h e P a s s e n g e r R a i l I m p r o v e m e n t , S a f e t y , a n d
M o d e r n i z a t i o n P r o g r a m . S u b a c c o u n t t o t h e P u b l i c T r a n s p o r t a t i o n
A c c o u n t a n d a p p r o p r i a t e s $ 1 0 0 , 0 0 0 , 0 0 0 f r o m t h e S t a t e G e n e r a l F u n d
t o t h e s u b a c c o u n t t o b e u s e d f o r c o m m u t e r a n d l i g h t r a i l i m p r o v e m e n t ,
m o d e r n i z a t i o n a n d s a f e t y p r o j e c t s .
D i e d p u r s u a n t t o
A r t . I V
S e c t i o n 1 0 ( c )
S U P P O R T
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AB 1587
(Pacheco)
Existing law requires the Department of Transportation to improve
and maintain the state highways . This bill, contingent upon an
appropriation in the annual Budget Act for the purposes of the bill,
would require the County of Riverside, in consultation with a steering
committee comprised of representatives from Orange County, the
Orange County Transportation Authority, the Transportation Corridor
Agencies of Orange County, the City of Riverside, Riverside County
Transportation Commission, the City of Corona, and Districts 8 and 12
of the department, to complete and submit to the Legislature, not later
than July 1, 2003, a study and route alignment to develop and gain
legislative approval for an alternative to the State Highway Route 91
transportation corridor from Riverside County to Orange County. The
bill would require the study to address the issues of the jobs and
housing balance in the area, the movement of goods and services, and
environmental protections.
Died pursuant to
Art.IV Section 10(c)
SUPPORT
RCTC: 5/9/01
AB
2098
(Bates)
The purpose of this legislation is to conform California law to federal
requirements related to repeat drunk driving offenders in order to permit
flexibility in using federal highway funding.
Assembly Public
Safety — Hearing
4/16/02
Recommended:
SUPPORT
AB
2476
(Pacheco )
This measure grants the Department of Housing and Community
Development flexibility in awarding grants within the existing Jobs-
Housing Balance Improvement Program.
Assembly Housing
and Community
Dvlpmnt — Hearing
4/24/02
Recommended:
SUPPORT
SB 116
(Kuehl)
This bill would prohibit a state or local agency from constructing, or
approving the construction of any public road, or from making any
improv ement to an existing road that substantially increases vehicular
traffic capacity in or through any property under jurisdiction of the
State Department of Parks and Recreation.
Failed passage. Asm
Water, Parks and
Wildlife Committee
OPPOSE
SANB AG: 4/4/01
RCTC: 4/11/01
SB 171
(M cClintock)
This bill would authorize a transportation gridlock emergency to be
declared for the purpose of relieving traffic congestion on any highway
or segment of highway for the DOT has determined that the average
daily vehicle hours of delay, excluding weekends, exceeds 3,000
vehicle hours.
Returned to Secretary
of Senate
No position
taken.
SB 790
(Karnette)
This bill would specify that it is the intent of the Legislature to enact
legislation that removes restrictions on county share advances from the
State Transportation Improvement Program process to promote efficient
use of transportation funding.
Assembly
Appropriations —
Hearing pending
No position
taken.
SB
910
(Dunn)
This bill would prov ide that, in any action filed on or after
January 1, 2002, challenging the validity of a housing element, there
shall be a rebuttable presumption of nonvalidity of the element or
amendment if the department has found that the element or
amendment does not substantially comply.
Assembly Local Gvt .
— Hearing pending
OPPOSE
SANBAG: 5/2/01
RCTC: 4/11/01
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SB
'1262
(Torlakson)
This bill would provide for a county with more than 200,000 residents
that not less than 10% of the funds available for regional impro vements
shall be used for county transportation incentive programs that reward
local jurisdictions that promote new development programs that reduce
traffic congestion, provide a better balance of housing located near area
employers, and promote new housing and other developments that are
within walking distance of local schools, shops, and businesses .
Senate Trans.
Approve
8-3
Senate Appropriations
4/22/02
OPPOSE
SANBAG: 3/6/02
RCTC: 3/13/02
SB
'1827
(Torlakson)
This bill would redirects a portion of AB 2766 Air District fee revenues to
implement a free bus pass pilot project in the South Coast AQMD by
redirecting a portion of the AB 2766 vehicle registration fees to a small Los
Angeles County public transit system for the purpose of establishing a free
bus pass program.
Senate Transportation
— 4/25/02
Recommended:
OPPOSE
SB
1856
(Costa)
This bill enacts the High-speed Passenger Train Bond Act, which, subject
to voter approval, would provide for the issuance of $6 billion of general
obligation bonds to be used for the purpose of funding the planning and
construction of a high-speed train system .
Introduced February
22, 2002.
Recommended:
OPPOSE
UNLESS
AMENDED
ACA 4
(Dutra,
Longv ille)
This measure would lock in, for transportation purposes, the dedication
of the state's sales tax revenues collected at the gas pump that
heretofore have accrued in the State General Fund .
Proposition 42
approved by California
voters 3/5/02
SUPPORT
SANBAG: 5/2/01
RCTC: 5/9/01
ACA 9
(Dutra)
Amended to a non -transportation related activity, provisions are now
part of ACA 4.
SUPPORT
SANBAG: 5/2/01
RCTC: 5/9/01
ACR 81
Assembly Concurrent Resolution urging the California Department
of Transportation, RCTC and OCTA to facilitate the establishment of
an alternative transportation corridor between Riverside and Orange
Counties.
Senate Appropriations
— Hearing date
pending
SUPPORT
SANBAG:
7/11/01
RCTC:
7/11/01
SCA 5
Senate Constitutional Amendment to set a simple majority vote
requirement for local transportation sales tax measures and require that
25% of revenues from sales tax measure approved under this
constitutional prov ision be used for "smart -growth" planning and
development.
Senate Appropriations
— Hearing date
pending
Recommended:
Change to NO
POSITION from
SUPPORT
SANBAG:
7/11/01 (with
amendments)
RCTC:
7/11/01
F:\users\preprint\j s\legmat.doc
N
"
A G E N D A I T E M 8
"
"
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R I V E R S I D E C O U N T Y T R A N S P O R T A T I O N C O M M I S S I O N
D A T E :
M a y 8 , 2 0 0 2
T O :
R i v e r s i d e C o u n t y T r a n s p o r t a t i o n C o m m i s s i o n
F R O M :
H i d e o S u g i t a , D e p u t y E x e c u t i v e D i r e c t o r
T H R O U G H :
E r i c H a l e y , E x e c u t i v e D i r e c t o r
S U B J E C T :
F u n d i n g A d j u s t m e n t f o r t h e S t a t e R o u t e 7 4 W i d e n i n g P r o j e c t
B e t w e e n 1 - 1 5 i n L a k e E l s i n o r e a n d 7 t h S t r e e t i n t h e C i t y o f P e r r i s
B U D G E T A N D I M P L E M E N T A T I O N C O M M I T T E E A N D S T A F F R E C O M M E N D A T I O N :
T h i s i t e m i s f o r t h e C o m m i s s i o n t o a p p r o v e t o i n c r e a s e t h e p r o j e c t b u d g e t f o r t h e
S t a t e R o u t e 7 4 w i d e n i n g p r o j e c t b e t w e e n 1 - 1 5 i n L a k e E l s i n o r e a n d 7 t h S t r e e t i n t h e
C i t y o f P e r r i s f r o m $ 5 1 , 3 3 1 , 9 8 9 t o $ 6 9 , 8 4 7 , 6 5 5 .
B A C K G R O U N D I N F O R M A T I O N :
R e v i s e d B u d g e t
T h e M e a s u r e " A " S t r a t e g i c P l a n i n c l u d e s i m p r o v e m e n t s t o S R 7 4 , b e t w e e n 1 - 1 5 i n
t h e C i t y o f L a k e E l s i n o r e a n d 7 t h S t r e e t i n t h e C i t y o f P e r r i s , a l e n g t h o f
a p p r o x i m a t e l y 8 . 5 m i l e s . T h e i m p r o v e m e n t s w i l l r e a l i g n c u r v e s a n d w i d e n t h e
e x i s t i n g t w o ( 2 ) l a n e r o a d w a y t o f o u r ( 4 ) l a n e s w i t h 8 f o o t s h o u l d e r s a n d a
c o n t i n u o u s 1 4 f o o t p a v e d m e d i a n . T h e p r o j e c t i s b e i n g d e s i g n e d i n t w o s e g m e n t s .
S e g m e n t 1 i s f r o m 1 - 1 5 t o W a s s o n C a n y o n R o a d . S e g m e n t 1 1 i s f r o m W a s s o n
C a n y o n R o a d t o 7 t h S t r e e t i n t h e C i t y o f P e r r i s .
A t i t s J u l y 1 2 , 2 0 0 0 m e e t i n g , t h e C o m m i s s i o n a d o p t e d a r e v i s e d b u d g e t o f
$ 5 1 . 3 m i l l i o n f o r t h e S R 7 4 M e a s u r e " A " P r o j e c t . A t t h a t t i m e t h e b u d g e t w a s
i n c r e a s e d d u e t o t h e a d d i t i o n a l c o s t t o a c c e l e r a t e d e l i v e r y a n d r i g h t - o f - w a y c o s t s
r e l a t e d t o e n v i r o n m e n t a l m i t i g a t i o n f o r t h e C a l i f o r n i a G n a t c a t c h e r , a n d i n c l u s i o n s o f
r e q u i r e d a c q u i s i t i o n s f o r t e m p o r a r y c o n s t r u c t i o n e a s e m e n t s .
T h e c u r r e n t p r o j e c t e s t i m a t e i s $ 6 9 . 8 m i l l i o n w h i c h r e f l e c t s a n e s t i m a t e d p r o j e c t
c o s t i n c r e a s e o f $ 1 8 , 5 1 5 , 6 6 6 . T h e p r o j e c t i n c r e a s e s a r e p r i m a r i l y d u e t o a d d i t i o n a l
r i g h t - o f - w a y c o s t s d u e t o u n d e r t a k i n g t h e p r o j e c t d u r i n g a p e r i o d o f r i s i n g l a n d
v a l u e s a n d a n i n c r e a s e i n t h e n u m b e r o f p a r c e l s r e q u i r i n g r e l o c a t i o n . T h e n u m b e r
o f e s t i m a t e d r e l o c a t i o n p a r c e l s w a s u n d e r e s t i m a t e d i n t h e r i g h t - o f - w a y d a t a r e p o r t
d e v e l o p e d b y C a l t r a n s . T h e r e p o r t e s t i m a t e d t h a t f o u r ( 4 ) r e l o c a t i o n s w o u l d b e
2 3 3
necessary and the actual number is eighty-six (86) relocations. Additionally, the
project approach is to comply, to the extent possible, with County of Riverside set
back requirements in the after project implementation condition. What this means
is that the County has a 20 foot set back requirement for residences from what will
be the new SR 74 right of way line. Complying with the set back limits result in
24 of the 86 relocations. Also, below market rents along the route results in an
increase in relocation costs due to limited number of comparable dwellings along
the corridor which necessitates relocation of occupants outside the project area.
The estimated increase in cost to complete right of way is $10,310,000.
This project has been impacted by the following changes which occurred in the
project area: Prior to performing the environmental re-evaluation, US Fish & Wildlife
designated critical habitat for the California Gnatcatcher; the California Water
Quality Control Board adopted rule 0-128 which established a zero tolerance rule
with respect to pollutants reaching the impaired water bodies of Canyon Lake and
Lake Elsinore, and Caltrans recently amended their design standards in January
2002.
The budget for SR 74 which was adopted in July of 2000 included an estimate of
$1.0 million to address the mitigation for the California Gnatcatcher. The design
cost increase and construction cost increase is largely due to the California Water
Quality Control Board requirement that SR 74 in the post construction condition
capture and treat all storm water that falls on the roadway. This has resulted in
establishing 10 detention basins along SR 74, as well as, designing the roadway in
order to separate the storm water falling on the roadway from the storm water
flows outside of the project right of way. Caltrans design standard changes has
required all of the grading plans for the project to be revised to meet, where
achievable, a 4 to 1 slope instead of a 2 to 1 slope.
The estimated additional cost of design, construction management and roadway
construction is $7,050,609.
Previously the Commission took action to include the Meadowbrook/Greenwald
connection as part of the SR 74 project. The new estimated cost for constructing
the Greenwald/Meadowbrook connection is $1,155,057.
The SR 74 project is achievable with available Measure "A" funds while
maintaining existing commitments to Measure "A" Strategic Plan projects already
underway (State Route 60 - East Junction to Redlands Blvd, Van Buren
interchange, Galena interchange). An action to approve the revised budget to
move the project forward will require the Commission to re-examine the Strategic
•
•
•
234
Plan and funding commitments to Measure projects in the period from 2005
through 2009. A re-examination of the Measure "A" Strategic Plan is already
anticipated to be performed in the Spring of 2003 as part of the work associated
with establishing a transitional work plan should the Measure "A" extension be
approved by the voters in November 2002.
Staff recommends approval of the revised budget through award of a construction
contract for SR 74 Segment I, right of way acquisition for Segments I & II, and
final design. The budget should be reviewed again prior to going out to bid for
Segment II construction.
Financial Information
In Fiscal Year Budget: See below Year: See below Amount: $ 18,515,666
Source of Funds: Bond Proceeds/State/Measure "A" Budget Adjustment: As Req'd
Revenue Source Forecast of Expenditures
Measure"A" = $30,083,170
State SHOPP = $ 4,264,485
Bond Proceeds =$35,500,000
Total = $69,847,655
FY 99-02 $18,980,095
FY 02-03 $20,400,000
FY 03-04 $19,700,000
FY 04-05 $ 9,767,560
FY 05-06 $ 1,000,000
Total = $69,847,655
Status of Project Expenditures to date
Required to complete thru FY2002
Actuals to date = $ 7,881,087
Estimated by 6/30/02 = $11,099,008
Remaining Balance = $50,867,560
Total = $69,847,655
Fiscal Procedures Approved: <_._ ar - Date: 04/22/02
235
PROJECT BUDGET SUMMARY
STATE ROUTE 74 REALIGNMENT AND WIDENING
BETWEEN 1-15 AND 7TH STREET
IN THE CITY OF PERRIS, CITY OF LAKE ELSINORE AND COUNTY OF RIVERSIDE
08-RIV-74 KP 32.5/41.1
EA 464111
RO-9954
HIGHWAY 74
Previous Project
Budaet
Additional Budget
Reauired
New Projected
Budaet
Right of Way
Adminstration Costs
Property Costs
Gnatcatcher Mitigation
Sub -Total
$4,500,000
$11,953,652
$1,000,000
$500,000
$9,810,000
$0
$5,000,000
$21,763,652
$1,000,000
$17.453.652
$10.310.000
$27.763.652
Design
$2.750.972
$1.332.609
$4.083.581
Roadway Construction
Segment I
Segment II
Sub -Total
$9,000,000
$15.900.000
$2,400,000
$2.100.000
$29.400,000
824.900.000
$4.500.000
Construction Manaaement
Segment I
Segment 11
S ,b -Total
$1,992,000
(Included Above)
S 1 21 8 000
$ 10 000
$1 99 000
Contingency (10% of Right of Way
and Roadway Construction)
$4.235.365
$0
$4.235.365
SUB -TOTAL HIGHWAY 74
$51.331,989
$17.360.609
$68.692,598
GREENWALD REALIGNMENT
Right of Way
Design
Roadway Construction
Construction Management
(Cost is included in Segment I/11 1
Continaencv
(Cost is included in Segment I/11 )
$0
$0
$0
$0
$0
$620,000
$135.057
$400.000
$0
$0
$620,000
8135.057
$400.000
$0
$0
SUB -TOTAL GREENWALD $0 $1,155,057 $1,155,057
GRAND TOTAL $51,331,989 $18,515,666 $69,847,655
•
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236
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A G E N D A I T E M 9
"
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"
"
R I V E R S I D E C O U N T Y T R A N S P O R T A T I O N C O M M I S S I O N
D A T E :
M a y 8 , 2 0 0 2
T O :
R i v e r s i d e C o u n t y T r a n s p o r t a t i o n C o m m i s s i o n
F R O M :
S t e v e n D e B a u n , L e g a l C o u n s e l - B e s t , B e s t & K r i e g e r , L L C
S U B J E C T :
A d o p t i o n o f O r d i n a n c e N o . 0 2 - 0 0 1 , " R i v e r s i d e C o u n t y
T r a n s p o r t a t i o n C o m m i s s i o n E x p e n d i t u r e P l a n a n d R e t a i l T r a n s a c t i o n
a n d U s e T a x O r d i n a n c e "
R E C O M M E N D A T I O N :
T h i s i t e m i s f o r t h e C o m m i s s i o n t o a d o p t O r d i n a n c e N o . 0 2 - 0 0 1 r e q u e s t i n g t h e
R i v e r s i d e C o u n t y B o a r d o f S u p e r v i s o r s t o p l a c e o n t h e N o v e m b e r 5 , 2 0 0 2 b a l l o t a
m e a s u r e t o l e v y , i n t h e i n c o r p o r a t e d a n d u n i n c o r p o r a t e d t e r r i t o r y o f t h e C o u n t y o f
R i v e r s i d e , a r e t a i l a n d t r a n s a c t i o n s u s e t a x o f ' / 2 o f 1 % f o r a 3 0 - y e a r p e r i o d f o r
s p e c i f i e d t r a n s p o r t a t i o n p u r p o s e s .
B A C K G R O U N D I N F O R M A T I O N :
T h e C o m m i s s i o n h a s b e e n w o r k i n g t o d e v e l o p a n e x p e n d i t u r e p l a n f o r s a l e s t a x
r e v e n u e s f r o m t h e p o s s i b l e e x t e n s i o n o f t h e C o m m i s s i o n ' s c u r r e n t o n e - h a l f p e r c e n t
M e a s u r e " A " s a l e s t a x . S t a t e l a w r e q u i r e s t h a t t h e e x p e n d i t u r e p l a n b e a d o p t e d b y
a n o r d i n a n c e o f t h e C o m m i s s i o n . O r d i n a n c e N o . 0 2 - 0 0 1 ( a t t a c h e d ) r e q u e s t s t h e
C o u n t y o f R i v e r s i d e t o p l a c e o n t h e b a l l o t a p r o p o s i t i o n t o a p p r o v e a o n e - h a l f c e n t
t r a n s p o r t a t i o n s a l e s t a x t o b e l e v i e d i n t h e i n c o r p o r a t e d a n d u n i n c o r p o r a t e d t e r r i t o r y
o f t h e C o u n t y o f R i v e r s i d e . T h e t a x w o u l d b e i m p o s e d u p o n t h e e x p i r a t i o n o f t h e
C o m m i s s i o n ' s e x i s t i n g M e a s u r e " A " s a l e s t a x . T h e t e r m o f t h e t a x w o u l d b e 3 0
y e a r s , s t a r t i n g u p o n t h e e x p i r a t i o n o f t h e e x i s t i n g t a x .
T h e O r d i n a n c e f o r m a l l y a d o p t s t h e e x p e n d i t u r e p l a n . I n a d d i t i o n , i t p r o v i d e s t h e
C o m m i s s i o n w i t h b o n d i n g a u t h o r i t y o f u p t o $ 5 0 0 m i l l i o n .
T h e O r d i n a n c e i s p a t t e r n e d a f t e r t h e C o m m i s s i o n ' s e x i s t i n g s a l e s t a x o r d i n a n c e ,
a n d i n c l u d e s a m a i n t e n a n c e o f e f f o r t r e q u i r e m e n t , c a p o f 1 % o n s a l a r i e s a n d
b e n e f i t s f o r a d m i n i s t r a t i o n o f M e a s u r e " A " , a n d s e t s f o r t h t h e p r o c e d u r e f o r
p r o c e s s i n g e x p e n d i t u r e p l a n a m e n d m e n t s .
A d o p t i o n o f t h e O r d i n a n c e i s r e q u i r e d b y S t a t e l a w t o i n i t i a t e t h e p l a c e m e n t t h e
s a l e s t a x m e a s u r e o n t h e b a l l o t .
2 3 7
"
"
"
O R D I N A N C E N O . 0 2 - 0 0 1
R I V E R S I D E C O U N T Y T R A N S P O R T A T I O N C O M M I S S I O N
T R A N S P O R T A T I O N E X P E N D I T U R E P L A N
A N D R E T A I L T R A N S A C T I O N A N D U S E T A X O R D I N A N C E
P R E A M B L E
T h e t r a n s p o r t a t i o n s y s t e m i n R i v e r s i d e C o u n t y i s r a p i d l y d e t e r i o r a t i n g a n d o u r
p o p u l a t i o n a n d e c o n o m y a r e g r o w i n g r a p i d l y . M a i n t e n a n c e a n d r e p a i r s o f e x i s t i n g
r o a d w a y s a n d i m p r o v e m e n t s t o r e l i e v e c o n g e s t i o n c a n n o t b e a c c o m p l i s h e d w i t h
a v a i l a b l e f u n d s . W i t h o u t a d d i t i o n a l f u n d s , t h e s y s t e m w i l l b o g d o w n a n d p a v e m e n t
w i l l c r u m b l e i n t o p e r m a n e n t d i s r e p a i r . S t a t e h i g h w a y f u n d s a r e i n a d e q u a t e a n d
c o m p e t i t i o n f o r f u n d s i s i n c r e a s i n g . P r o j e c t s i n a r e a s w h e r e l o c a l s a l e s t a x f u n d s
a r e a v a i l a b l e h a v e b e e n a n d w i l l c o n t i n u e t o b e v i e w e d m u c h m o r e f a v o r a b l y i n t h e
s e l e c t i o n p r o c e s s o f t h e C a l i f o r n i a T r a n s p o r t a t i o n C o m m i s s i o n . L o c a l g o v e r n m e n t s
m u s t e i t h e r g e n e r a t e r e v e n u e s t o e x p a n d o u r s y s t e m a n d m a i n t a i n o u r i n v e s t m e n t s
o r w a t c h t h e s y s t e m c o l l a p s e a n d e n d a n g e r t h e h e a l t h , w e l f a r e a n d s a f e t y o f a l l
R i v e r s i d e C o u n t y r e s i d e n t s .
C o n t i n u a t i o n o f o u r o n e - h a l f p e r c e n t s a l e s t a x f o r t r a n s p o r t a t i o n t o
s u p p l e m e n t t r a d i t i o n a l r e v e n u e s a n d r e v e n u e s t o b e g e n e r a t e d t h r o u g h l o c a l l y -
a d o p t e d d e v e l o p e r f e e s a n d a s s e s s m e n t d i s t r i c t s f o r t r a n s p o r t a t i o n i m p r o v e m e n t s i s
t h e o n l y w a y l o c a l g o v e r n m e n t s c a n b e s u r e t h e t r a n s p o r t a t i o n s y s t e m w i l l s e r v e
t h e c u r r e n t a n d f u t u r e t r a v e l n e e d s o f R i v e r s i d e C o u n t y . C o l l e c t i o n o f t h e o n e - h a l f
p e r c e n t s a l e s t a x w i l l c o m m e n c e u p o n t h e e x p i r a t i o n o f t h e e x i s t i n g t a x .
T h e R i v e r s i d e C o u n t y T r a n s p o r t a t i o n C o m m i s s i o n w i l l c o n t i n u e t o s e e k
m a x i m u m f u n d i n g f o r t r a n s p o r t a t i o n i m p r o v e m e n t s t h r o u g h S t a t e a n d f e d e r a l
p r o g r a m s . T h e C o m m i s s i o n w i l l n o t p r o v i d e s a l e s t a x r e v e n u e s t o a n y c i t y o r t o
t h e C o u n t y u n l e s s r e v e n u e s c u r r e n t l y u s e d b y t h a t a g e n c y f o r t r a n s p o r t a t i o n a r e
c o n t i n u e d t o b e u s e d f o r t r a n s p o r t a t i o n p u r p o s e s .
T h e R i v e r s i d e C o u n t y T r a n s p o r t a t i o n C o m m i s s i o n o r d a i n s a s f o l l o w s :
S E C T I O N 1 . S U M M A R Y . T h i s O r d i n a n c e p r o v i d e s f o r t h e i m p o s i t i o n o f a
r e t a i l t r a n s a c t i o n a n d u s e t a x o f o n e - h a l f p e r c e n t f o r a p e r i o d o f t h i r t y ( 3 0 )
y e a r s , t h e a u t h o r i t y t o i s s u e b o n d s s e c u r e d b y s u c h t a x e s , a n d t h e
a d m i n i s t r a t i o n o f t h e t a x p r o c e e d s a n d a c o u n t y t r a n s p o r t a t i o n e x p e n d i t u r e
p l a n .
S E C T I O N I I . D E F I N I T I O N S . T h e f o l l o w i n g d e f i n i t i o n s s h a l l a p p l y i n t h i s
o r d i n a n c e :
A . E x p e n d i t u r e P l a n . " T h e E x p e n d i t u r e P l a n " m e a n s t h e R i v e r s i d e C o u n t y
T r a n s p o r t a t i o n C o m m i s s i o n E x p e n d i t u r e P l a n ( a t t a c h e d a s E x h i b i t B )
a n d a d o p t e d a s p a r t o f t h i s O r d i n a n c e i n c l u d i n g a n y f u t u r e
a m e n d m e n t s t h e r e t o .
B . " C o u n t y " m e a n s t h e C o u n t y o f R i v e r s i d e .
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C. "Commission" means the Riverside County Transportation Commission
s set forth in Sections 130053, 130053.5 and 130053.7 of the Public
Utilities Code.
D. "TUMF" means Transportation Uniform Mitigation Fee. This fee is
charged on new development by local governments to assist with the
building and improvement of regional arterials.
E. "MSHCP" means the Multiple Species Habitat Conservation Plan
currently under development by the County of Riverside.
F. "Existing Tax" means the 1/2 % retail transactions and use tax adopted
pursuant to Ordinance No. 88-01.
SECTION III. AUTHORITY. This Ordinance is enacted, in part, pursuant to
the provisions of Division 25 (commencing with Section 240000) of the
Public Utilities Code, and Section 7252.22 of the Revenue and Taxation
Code.
SECTION IV. IMPOSITION OF RETAIL TRANSACTIONS AND USE TAX.
Subject to voter approval of the same, the Commission shall impose, in the
incorporated and unincorporated territory of the County of Riverside, a retail
transactions and use tax (referred to as the Measure "A" fund tax) at a zero
percent (0%) rate until the expiration of the Existing Tax. Thereafter, a tax
shall be collected for a thirty (30) year period at the rate of one-half of one
percent (0.5%). This tax shall be in addition to any other taxes authorized
by law, including any existing or future state or local sales tax or
transactions and use tax.
SECTION V. PURPOSES. Measure "A" funds may only be used for
transportation purposes including the administration of Division 25, including
legal actions related thereto, the construction, capital, acquisition,
maintenance, and operation of streets, roads, highways, including state
highways and public transit systems and for related purposes. These
purposes include expenditures for the planning, environmental reviews,
engineering and design costs, and related right-of-way acquisition.
SECTION VI. BONDING AUTHORITY. Upon voter approval of Measure "A" ,
the Commission shall have the power to sell or issue, from time to time, on
or before the collection of taxes, bonds, or other evidence of indebtedness,
including, but not limited to, capital appreciation bonds, in the aggregate
principal amount at any one time outstanding of not to exceed $500 million,
and to secure such indebtedness solely by way of future collection of taxes,
for capital outlay expenditure for the purposes set forth in Section V hereof,
including to carry out the transportation projects described in the Expenditure
Plan.
SECTION VII. MAINTENANCE OF EFFORT. The Commission, by the
enactment of this Ordinance, intends the additional funds provided
government agencies by this Chapter to supplement existing local revenues
and required developer improvements being used for transportation purposes.
The government agencies shall maintain their existing commitment of local
funds for street, highway and public transit purposes pursuant to this
Ordinance, and the Commission shall enforce this Section by appropriate
actions including fiscal audits of the local agencies.
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T h e l o c a l c i t i e s a n d t h e C o u n t y s h a l l a n n u a l l y s u b m i t t o t h e C o m m i s s i o n a
l i s t o f t h e p r o p o s e d u s e s f o r t h e s e f u n d s a n d a c e r t i f i c a t i o n t h a t t h e
m a i n t e n a n c e o f e f f o r t r e q u i r e m e n t i s b e i n g m e t . I f i n a n y f i s c a l y e a r t h e
m a i n t e n a n c e o f e f f o r t r e q u i r e m e n t i s n o t m e t , t h e a g e n c y s h a l l n o t b e e l i g i b l e
f o r a n y M e a s u r e " A " f u n d s i n t h e f o l l o w i n g f i s c a l y e a r . S u c h f u n d s s h a l l b e
d i s t r i b u t e d t o t h e r e m a i n i n g l o c a l g o v e r n m e n t s u s i n g t h e f o r m u l a f o r t h e
a r e a .
S E C T I O N V I I I . R E T U R N T O S O U R C E . F u n d s f o r t r a n s p o r t a t i o n p u r p o s e s
s h a l l b e a l l o c a t e d t o t h e W e s t e r n C o u n t y , C o a c h e l l a V a l l e y , a n d P a l o V e r d e
V a l l e y a r e a s p r o p o r t i o n a t e t o t h e M e a s u r e " A " f u n d s g e n e r a t e d w i t h i n t h e s e
a r e a s .
S E C T I O N I X . A D M I N I S T R A T I O N O F P L A N S . T h e C o m m i s s i o n s h a l l i m p o s e
a n d c o l l e c t M e a s u r e " A " f u n d s , s h a l l a l l o c a t e r e v e n u e s d e r i v e d , a n d s h a l l
a d m i n i s t e r t h e E x p e n d i t u r e P l a n c o n s i s t e n t w i t h t h e a u t h o r i t y c i t e d h e r e i n .
S E C T I O N X . A D M I N I S T R A T I V E C O S T S . T h e C o m m i s s i o n s h a l l e x p e n d o n l y
t h a t a m o u n t o f t h e f u n d s g e n e r a t e d f r o m M e a s u r e " A " f o r s t a f f s u p p o r t ,
a u d i t , a d m i n i s t r a t i v e e x p e n s e s , a n d c o n t r a c t s e r v i c e s t h a t a r e n e c e s s a r y a n d
r e a s o n a b l e t o c a r r y o u t i t s r e s p o n s i b i l i t i e s p u r s u a n t t o D i v i s i o n 2 5 , a n d i n n o
c a s e s h a l l t h e f u n d s e x p e n d e d f o r s a l a r i e s a n d b e n e f i t s e x c e e d o n e p e r c e n t
( 1 % ) o f t h e a n n u a l n e t a m o u n t o f r e v e n u e r a i s e d b y M e a s u r e " A " .
S E C T I O N X I . A N N U A L A P P R O P R I A T I O N S L I M I T . T h e a n n u a l a p p r o p r i a t i o n s
l i m i t h a s b e e n e s t a b l i s h e d p u r s u a n t t o O r d i n a n c e 8 8 - 0 1 p u r s u a n t t o A r t i c l e
X I I I B o f t h e C a l i f o r n i a C o n s t i t u t i o n a n d S e c t i o n 2 4 0 3 0 8 ( b ) o f t h e P u b l i c
U t i l i t i e s C o d e . T h e a p p r o p r i a t i o n s l i m i t h a s a n d s h a l l b e s u b j e c t t o
a d j u s t m e n t a s p r o v i d e d b y l a w .
S E C T I O N X I I . E F F E C T I V E A N D O P E R A T I V E D A T E S . S u b j e c t t o v o t e r
a p p r o v a l , t h i s O r d i n a n c e s h a l l t a k e e f f e c t a t t h e c l o s e o f t h e p o l l s o n
N o v e m b e r 5 , 2 0 0 2 .
S E C T I O N X I I I . E L E C T I O N . T h e C o m m i s s i o n r e q u e s t s t h e B o a r d o f
S u p e r v i s o r s t o c a l l a n e l e c t i o n f o r v o t e r a p p r o v a l o f M e a s u r e " A " ( E x h i b i t A ) ,
w h i c h e l e c t i o n s h a l l b e h e l d o n N o v e m b e r 5 , 2 0 0 2 . T h e e l e c t i o n s h a l l b e
c a l l e d a n d c o n d u c t e d i n t h e s a m e m a n n e r a s p r o v i d e d b y l a w f o r t h e c o n d u c t
o f e l e c t i o n s b y a c o u n t y . P u r s u a n t t o S e c t i o n 2 4 0 3 0 8 o f t h e P u b l i c U t i l i t i e s
C o d e , t h e s a m p l e b a l l o t t o b e m a i l e d t o t h e v o t e r s s h a l l b e t h e f u l l
p r o p o s i t i o n a s s e t f o r t h i n t h e O r d i n a n c e , a n d t h e v o t e r i n f o r m a t i o n
h a n d b o o k s h a l l i n c l u d e t h e e n t i r e E x p e n d i t u r e P l a n . A p p r o v a l o f t h e a t t a c h e d
p r o p o s i t i o n , a n d t h e i m p o s i t i o n o f t h e M e a s u r e " A " r e t a i l s a l e s a n d u s e t a x
d e s c r i b e d h e r e i n , s h a l l r e q u i r e t h e a f f i r m a t i v e v o t e o f 2 / 3 r d s o f t h e e l e c t o r s
v o t i n g o n t h e a t t a c h e d p r o p o s i t i o n a t t h e e l e c t i o n d e s c r i b e d i n t h i s s e c t i o n .
S E C T I O N X I V . E X P E N D I T U R E P L A N A M E N D M E N T S . T h e E x p e n d i t u r e P l a n
f o r M e a s u r e " A " f u n d s m a y o n l y b e a m e n d e d , i f r e q u i r e d , i n a c c o r d a n c e w i t h
P u b l i c U t i l i t i e s C o d e s e c t i o n 2 4 0 3 0 2 , a s a m e n d e d . T h i s s e c t i o n c u r r e n t l y
p r o v i d e s t h e f o l l o w i n g p r o c e s s f o r a m e n d m e n t : ( 1 ) i n i t i a t i o n o f t h e
a m e n d m e n t b y t h e C o m m i s s i o n r e c i t i n g f i n d i n g s o f n e c e s s i t y ; ( 2 ) a p p r o v a l b y
t h e B o a r d o f S u p e r v i s o r s ; a n d , ( 3 ) a p p r o v a l b y a m a j o r i t y o f t h e c i t i e s
c o n s t i t u t i n g a m a j o r i t y o f t h e i n c o r p o r a t e d p o p u l a t i o n , u n l e s s s u c h p r o c e s s i s
a m e n d e d i n a m a n n e r c o n s i s t e n t w i t h S t a t e l e g i s l a t i o n .
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Commencing in 2019 and at least every ten years thereafter, the
Commission shall review and, where necessary propose revisions to the
Expenditure Plan. Such revisions shall be submitted for approval according
to the procedures set forth in this Section XIV. Until approved, the then
existing Expenditure Plan shall remain in full force and effect.
SECTION XV. SEVERABILITY. If any tax or provision of this ordinance is for
any reason held invalid or unenforceable by a court of competent jurisdiction,
that holding shall not affect the validity or enforceability of the remaining
Measure "A" funds or provisions, and the Commission declares that it would
have passed each part of this ordinance irrespective of the validity of any
other part.
SECTION XVI. THE EXISTING TAX. Nothing in the ordinance is intended to
modify, repeal, alter or increase the Existing Tax. The provisions of this
ordinance shall apply solely to the retail transactions and use tax adopted
herein, and not to the collection or administration of the Existing Tax.
APPROVED AND ADOPTED by the Riverside County Transportation Commission at
its meeting on Wednesday, May 8, 2002.
ATTESTED:
By:
By:
John F. Tavaglione, Chairman
Riverside County Transportation Commission
Naty Kopenhaver, Clerk of the Board
Riverside County Transportation Commission
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R i v e r s i d e C o u n t y
T r a n s p o r t a t i o n I m p r o v e m e n t P l a n
A p p r o v e d A p r i l 1 0 , 2 0 0 2
G O A L S A N D O B J E C T I V E S
M A I N T A I N A N D I M P R O V E T H E Q U A L I T Y O F L I F E I N R I V E R S I D E C O U N T Y B Y
S U P P L E M E N T I N G E X / S T I N G F U N D S F O R T R A N S P O R T A T I O N
R e d u c e c u r r e n t c o n g e s t i o n a n d p r o v i d e a d e q u a t e t r a n s p o r t a t i o n f a c i l i t i e s t o
a c c o m m o d a t e r e a s o n a b l e g r o w t h i n t h e f u t u r e .
P r o v i d e f u n d i n g f o r t h e a d e q u a t e m a i n t e n a n c e a n d i m p r o v e m e n t o f l o c a l s t r e e t s a n d
r o a d s i n t h e c i t i e s a n d u n i n c o r p o r a t e d a r e a s .
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E n h a n c e R i v e r s i d e C o u n t y ' s a b i l i t y t o s e c u r e s t a t e a n d f e d e r a l f u n d i n g f o r
t r a n s p o r t a t i o n b y o f f e r i n g l o c a l m a t c h i n g f u n d s .
P R O V I D E F O R A C C O U N T A B I L I T Y I N T H E E X P E N D I T U R E O F T A X P A Y E R F U N D S
P r o v i d e s f o r m a n d a t o r y d e d i c a t i o n o f s a l e s t a x f u n d s o n l y f o r t h e t r a n s p o r t a t i o n
i m p r o v e m e n t s a n d p r o g r a m s i d e n t i f i e d i n t h e E x p e n d i t u r e P l a n a n d n o o t h e r
p u r p o s e .
P r o v i d e s f o r a m a n d a t o r y , a n n u a l f i n a n c i a l a u d i t o f p r o g r a m e x p e n d i t u r e s t o i n s u r e
t h a t a l l f u n d s a r e s p e n t i n a c c o r d a n c e w i t h t h i s v o t e r a d o p t e d P l a n a n d a s s o c i a t e d
l e g a l o r d i n a n c e .
P r o v i d e s f o r a M a i n t e n a n c e o f E f f o r t r e q u i r e m e n t i n f u n d s m a d e a v a i l a b l e t o c i t y
a n d c o u n t y g o v e r n m e n t s f o r l o c a l s t r e e t a n d r o a d p r o g r a m s t o i n s u r e t h e n e w
m o n e y f o r t h i s p u r p o s e i s a d d i n g t o c u r r e n t f u n d i n g l e v e l s .
P r o v i d e s f o r t h e s t r i c t l i m i t a t i o n o f a d m i n i s t r a t i v e s t a f f c o s t s i n i m p l e m e n t i n g t h i s
P l a n , b y l i m i t i n g , i n l a w , f u n d s e x p e n d e d f o r s a l a r i e s a n d b e n e f i t s t o n o m o r e t h a n
o n e ( 1 ) p e r c e n t o f t h e a n n u a l n e t a m o u n t o f r e v e n u e s r a i s e d b y M e a s u r e " A " .
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Provides for the Plan to be updated every 10 years for the period it is in effect to
insure that the changing needs and priorities of the county are met.
Provides for the mandatory termination of the tax in 2039, requiring additional
voter approval for extension at a County General Election according to state law.
PROVIDE FOR EQUITY IN THE DISTRIBUTION OF MEASURE "A" REVENUES
Return funds to the Western County, Coachella Valley and Palo Verde Valley
proportionate to the funds generated in those areas.
Adopt a Transportation Improvement Plan, which address the unique needs of each
of the areas of the county.
Provide a reasonable balance between competing highway, commuter rail, transit,
and local streets and roads needs.
PROVIDE FOR LOCAL CONTROL OF THE TRANSPORTATION IMPROVEMENT
PROGRAM
Provide for cost effective, local administration of the program through the existing
Riverside County Transportation Commission. No new agency would be required to
administer these funds.
Delegates appropriate administrative responsibility to the cities and the county and
other local agencies for local programs.
This TRANSPORTATION IMPROVEMENT PLAN, which shall act as the County's
Expenditure Plan, was prepared by the Riverside County Transportation
Commission for the purpose of extending the current '/2 cent local transaction and
use tax for transportation to be collected for an additional 30 years, if approved by
the voters on November 5, 2002 — Measure "A". This is proposed by the
Commission as a means to fill the funding shortfall to: implement necessary
highway, commuter rail, and transit projects; secure new transportation corridors
through environmental clearance and right of way purchases; provide adequate
maintenance and improvements on the local street and road system; promote
economic growth throughout the county; and provide specialized programs to meet
the needs of commuters and the specialized needs of the growing senior and
disabled population.
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T A X P A Y E R A C C O U N T A B I L I T Y S A F E G U A R D S
L E G A L D E D I C A T I O N O F F U N D S
M e a s u r e " A " f u n d s m a y o n l y b e u s e d f o r t r a n s p o r t a t i o n p u r p o s e s a n d d e s c r i b e d i n
t h e l o c a l o r d i n a n c e g o v e r n i n g t h i s p r o g r a m , i n c l u d i n g t h e c o n s t r u c t i o n ,
e n v i r o n m e n t a l m i t i g a t i o n o f t r a n s p o r t a t i o n p r o j e c t s , c a p i t a l a c t i v i t i e s , a c q u i s i t i o n ,
m a i n t e n a n c e , a n d o p e r a t i o n o f s t r e e t s , r o a d s , h i g h w a y s , i n c l u d i n g s t a t e h i g h w a y s
a n d p u b l i c t r a n s i t s y s t e m s a n d f o r r e l a t e d p u r p o s e s . T h e s e p u r p o s e s i n c l u d e b u t
a r e n o t l i m i t e d t o e x p e n d i t u r e s f o r t h e p l a n n i n g , e n v i r o n m e n t a l r e v i e w s , e n g i n e e r i n g
a n d d e s i g n c o s t s , r e l a t e d r i g h t - o f - w a y a c q u i s i t i o n , a n d c o n s t r u c t i o n , e n g i n e e r i n g
a n d a d m i n i s t r a t i o n .
M A N D A T O R Y A N N U A L F I S C A L A U D I T
N o T e s s t h a n a n n u a l l y , t h e R C T C s h a l l c o n d u c t a n i n d e p e n d e n t f i s c a l a u d i t o f t h e
e x p e n d i t u r e o f a l l s a l e s t a x f u n d s r a i s e d b y t h i s m e a s u r e . T h e a u d i t , w h i c h s h a l l b e
m a d e a v a i l a b l e t o t h e p u b l i c , s h a l l r e p o r t o n e v i d e n c e t h a t t h e e x p e n d i t u r e o f f u n d s
i s i n a c c o r d a n c e w i t h t h e R i v e r s i d e C o u n t y T r a n s p o r t a t i o n I m p r o v e m e n t P l a n a s
a d o p t e d b y t h e v o t e r s i n a p p r o v i n g t h e s a l e s t a x m e a s u r e o n N o v e m b e r 5 , 2 0 0 2 .
I n a d d i t i o n , t h e a u d i t s h a l l d e t e r m i n e t h a t M a i n t e n a n c e o f E f f o r t r e q u i r e m e n t s , o t h e r
r e q u i r e m e n t s r e g a r d i n g l o c a l g o v e r n m e n t p a r t i c i p a t i o n i n T r a n s p o r t a t i o n U n i f o r m
M i t i g a t i o n F e e P r o g r a m s , a s w e l l a s r e q u i r e m e n t s d e s c r i b e d i n S e c t i o n 5 o f t h e P l a n
e n t i t l e d " L o c a l S t r e e t s a n d R o a d s " h a v e b e e n c o m p l i e d w i t h . T h e a u d i t s h a l l a l s o
i n s u r e t h a t n o m o r e t h a n 1 ( o n e ) p e r c e n t o f t o t a l s a l e s t a x e x p e n d i t u r e s a r e u s e d
f o r a d m i n i s t r a t i v e s t a f f s a l a r i e s a n d b e n e f i t s i n i m p l e m e n t i n g t h i s P l a n .
M A N D A T O R Y P L A N U P D A T E A N D T E R M I N A T I O N O F S A L E S T A X
T h i s P l a n s h a l l b e u p d a t e d b y R C T C e v e r y 1 0 y e a r s t h a t t h e s a l e s t a x i s i n e f f e c t t o
r e f l e c t c u r r e n t a n d c h a n g i n g p r i o r i t i e s a n d n e e d s i n t h e C o u n t y , a s d e f i n e d b y t h e
d u l y e l e c t e d l o c a l g o v e r n m e n t r e p r e s e n t a t i v e s o n t h e R C T C B o a r d . A n y c h a n g e s t o
t h i s P l a n m u s t b e a d o p t e d i n a c c o r d a n c e w i t h c u r r e n t l a w i n e f f e c t a t t h e t i m e o f
t h e u p d a t e a n d m u s t b e b a s e d o n f i n d i n g s o f n e c e s s i t y f o r c h a n g e b y t h e
C o m m i s s i o n . T h e s a l e s t a x a u t h o r i z e d t o b e c o l l e c t e d b y t h e v o t e r s s h a l l b e
t e r m i n a t e d o n M a r c h 3 1 , 2 0 3 9 , u n l e s s r e a u t h o r i z e d b y t h e v o t e r s t o e x t e n d t h e
s a l e s t a x p r i o r t o t h e t e r m i n a t i o n d a t e a s r e q u i r e d u n d e r s t a t e l a w i n e f f e c t a t t h e
t i m e o f t h e v o t e f o r e x t e n s i o n .
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SPECIFIC TRANSPORTATION PROJECTS TO BE FUNDED
WESTERN RIVERSIDE COUNTY
The Expenditure Plan Map illustrates the Western and Coachella Valley areas. The
Western County area includes the cities of Banning, Beaumont, Calimesa, Canyon
Lake, Corona, Hemet, Lake Elsinore, Moreno Valley, Riverside, Murrieta, Norco,
Perris, San Jacinto, and Temecula. It also includes the unincorporated communities
of Jurupa, Mira Loma, Menifee, Wildomar, and Sun City and other more sparsely
populated areas, and the reservations of the Pechanga Band of Mission Indians, the
Soboba Band of Mission Indians, the Cahuilla Band of Mission Indians, the Ramona
Band of Cahuilla Indians, and the Morongo Band of Indians.
1. STATE HIGHWAYS
Many more state highway improvement projects are needed to deal with
congestion and safety problems than existing state and federal revenues can
fund. Projected formula funds from these sources over the 30 years is
estimated to be $640 million and will fund less than Y2 of the improvements
needed and identified in the Expenditure Plan, which are estimated to cost
$1.66 billion in current dollars. Measure "A" funds will supplement those
funding sources by an estimated $1.02 billion and will cover the remaining
costs estimated to accomplish these improvements.
The Highway projects to be implemented with funding returned to the
Western County Area by extending the Measure "A" Program are as follows:
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R O U T E
L I M I T S
P R O J E C T
E S T . C O S T
9 1 , 6 0 , 1 - 1 5 ,
& 1 - 2 1 5
R e d u c i n g c o n g e s t i o n o n t h e s e
r o u t e s w i l l r e q u i r e t h a t n e w
t r a n s p o r t a t i o n c o r r i d o r s a r e
c o n s t r u c t e d
S e e S e c t i o n 2
R t e 9 1
P i e r c e S t r e e t t o O r a n g e C o u n t y
L i n e
A d d 1 l a n e e a c h d i r e c t i o n
$ 1 6 1
9 1 / 1 - 1 5
I n t e r c h a n g e
A d d n e w C o n n e c t o r f r o m 1 - 1 5
N o r t h t o 9 1 W e s t
$ 2 4 3
9 1 / 7 1
I n t e r c h a n g e
I m p r o v e I n t e r c h a n g e
$ 2 6
R t e 7 1
R t e 9 1 t o S a n B e r n a r d i n o
C o u n t y L i n e
W i d e n t o 3 l a n e s e a c h d i r e c t i o n
$ 6 8
1 - 2 1 5
6 0 / 9 1 / 2 1 5 t o S a n B e r n a r d i n o
C o u n t y L i n e
A d d 2 l a n e s e a c h d i r e c t i o n
$ 2 3 1
1 - 2 1 5
E u c a l y p t u s A v e t o 1 - 1 5
A d d 1 l a n e e a c h d i r e c t i o n
$ 2 1 0
1 - 1 5
R t e 6 0 t o S a n D i e g o C o u n t y
L i n e
A d d 1 l a n e e a c h d i r e c t i o n
$ 3 5 9
1 - 1 0
S a n B e r n a r d i n o C o u n t y L i n e t o
B a n n i n g
A d d e a s t b o u n d t r u c k c l i m b i n g
l a n e
$ 7 5
1 - 1 0 / 6 0
I n t e r c h a n g e
C o n s t r u c t n e w i n t e r c h a n g e
$ 1 2 9
R t e 6 0
B a d l a n d s a r e a , e a s t o f M o r e n o
V a l l e y
A d d t r u c k c l i m b i n g l a n e
$ 2 6
R t e 7 9
R a m o n a E x p r e s s w a y t o
D o m e n i g o n i P a r k w a y
R e a l i g n h i g h w a y
$ 1 3 2
S U B T O T A L
M e a s u r e " A " F u n d i n g
S t a t e & F e d e r a l F o r m u l a F u n d s
$ 1 . 0 2 B i l l i o n
$ 0 . 6 4 B i l l i o n
T O T A L
$ 1 . 6 6 B i l l i o n
T h e C o m m i s s i o n m a y a d d a d d i t i o n a l S t a t e H i g h w a y p r o j e c t s , s h o u l d
a d d i t i o n a l M e a s u r e " A " r e v e n u e b e c o m e a v a i l a b l e .
A n e s t i m a t e d 5 % o f t h e t o t a l c o s t f o r t h e s e h i g h w a y p r o j e c t s ( $ 8 3 m i l l i o n )
w i l l b e u s e d f o r e n v i r o n m e n t a l p u r p o s e s t o m i t i g a t e t h e c u m u l a t i v e a n d
i n d i r e c t i m p a c t s a s s o c i a t e d w i t h c o n s t r u c t i o n o f t h e s e p r o j e c t s .
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2. DEVELOPMENT OF NEW TRANSPORTATION CORRIDORS
State Routes 91 and 60 and Interstate Routes 15 and 215 cannot cost
effectively be widened enough to provide for the traffic expected as
Riverside County continues to grow. In addition to the specific highway
improvements listed in Section 1 above, congestion relief for these highways
will require that new north —south and east -west transportation corridors will
have to be developed to provide mobility within Riverside County and
between Riverside County and its neighboring Orange and San Bernardino
Counties.
Four new Transportation Corridors have been identified as necessary through
the Community Environmental Transportation Approval Process (CETAP)
currently underway. An estimated $370 million in Measure "A" matching
funds to leverage local, state and federal funding will be made available for
environmental clearance, right of way, and construction of these new
corridors. An estimated $70 million of these funds will be used to mitigate
the cumulative and indirect impacts associated with construction of these
projects.
3. PUBLIC TRANSIT
The Transportation Improvement Plan will provide an estimated $390 million
to expand commuter rail, implement intercity bus services and to continue
and expand programs to assist the elderly, disabled and commuters.
A. Discount Fares and Transit Services for Seniors and Disabled Persons
Seniors and disabled persons are becoming an increasing percentage
of the population each year. They are currently charged a fare on
fixed route transit services that is one-half the normal fare for service
within the Western County area. In addition a number of specialized
transportation programs have been implemented which meet
specialized needs for transportation to medical services, social
service agencies and programs, shopping and other purposes that
cannot be met by conventional transit. A minimum of $85 million in
Measure "A" funds will be used to guarantee these services.
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B . C o m m u t e r R a i l a n d I n t e r c i t y B u s S e r v i c e
M e t r o l i n k h a s p r o v i d e d a v i a b l e a l t e r n a t i v e t o t h e a u t o m o b i l e f o r
t h o u s a n d s o f d a i l y c o m m u t e r s t o O r a n g e a n d L o s A n g e l e s c o u n t i e s
a n d r e d u c e s t h e d e m a n d o n o u r f r e e w a y s . T h e c u r r e n t s e r v i c e l e v e l
n e e d s t o d o u b l e i n t h e f u t u r e a n d e x p a n s i o n o f t h e s y s t e m t o
M o r e n o V a l l e y a n d P e r r i s i s n e e d e d t o r e l i e v e c o n g e s t i o n o n 1 - 2 1 5 .
I n a d d i t i o n , a n i n t e r c i t y e x p r e s s b u s s e r v i c e t h a t f e e d s t h e M e t r o l i n k
s e r v i c e a n d p r o v i d e s a r e a s o n a b l e a l t e r n a t i v e t o t h e a u t o m o b i l e f o r
d a i l y c o m m u t e r s w h o t r a v e l w i t h i n t h e r e g i o n i s n e e d e d . M e a s u r e
" A " f u n d s w i l l b e m a d e a v a i l a b l e f o r o p e r a t i o n s o f t h e s e s e r v i c e s a n d
t o m a t c h f e d e r a l f u n d s f o r c a p i t a l .
C . C o m m u t e r S e r v i c e s , R i d e s h a r i n g , V a n p o o l s , B u s p o o l s , P a r k - N - R i d e
C o m m u t e r t r a f f i c c r e a t e d b y R i v e r s i d e C o u n t y r e s i d e n t s t r a v e l i n g t o
j o b s i n n e i g h b o r i n g O r a n g e , L o s A n g e l e s , a n d S a n B e r n a r d i n o
c o u n t i e s a d d s s i g n i f i c a n t l y t o t h e p e a k h o u r c o n g e s t i o n o n t h e
f r e e w a y a n d h i g h w a y s y s t e m . A n u m b e r o f p r o g r a m s h a v e b e e n
i m p l e m e n t e d t o a s s i s t c o m m u t e r s t o s h a r e r i d e s , r e d u c e c o n g e s t i o n ,
a n d t a k e a d v a n t a g e o f t r a v e l i n t h e " c a r p o o l " l a n e s . T h e s e p r o g r a m s
i n c l u d e ; r i d e s h a r e m a t c h i n g s e r v i c e s ; i n c e n t i v e p r o g r a m s ; v a n p o o l
" s e e d m o n e y " ; b u s p o o l s u b s i d i e s ; a n d p a r k - n - r i d e l o t l e a s i n g . T h e s e
p r o g r a m s w i l l b e c o m e e v e n m o r e n e c e s s a r y i n t h e f u t u r e a s t r a f f i c
i n c r e a s e s . A m i n i m u m o f $ 5 0 m i l l i o n i n M e a s u r e " A " f u n d s w i l l b e
u s e d f o r t h i s p u r p o s e .
4 . R E G I O N A L A R T E R I A L S Y S T E M
T h e f r e e w a y a n d s t a t e h i g h w a y s y s t e m c a n n o l o n g e r b e e x p e c t e d t o h a n d l e
t h e t r a f f i c d e m a n d s f o r t r a v e l b e t w e e n a n d t h r o u g h t h e c i t i e s o f t h e W e s t e r n
C o u n t y a r e a , w i t h t h e d e v e l o p m e n t p r o j e c t e d f o r t h e f u t u r e . A s y s t e m o f
r e g i o n a l a r t e r i a l s ( m a j o r l o c a l r o a d w a y s ) w i t h l i m i t e d a c c e s s , f r e e w a y
i n t e r c h a n g e s , g r a d e s e p a r a t i o n s , a n d c o o r d i n a t e d t r a f f i c s i g n a l s a r e n e e d e d
t o s u p p l e m e n t t h e h i g h w a y b a c k b o n e s y s t e m . T h e W e s t e r n R i v e r s i d e C o u n c i l
o f G o v e r n m e n t s ( W R C O G ) , i n c o n j u n c t i o n w i t h t h e c i t i e s a n d t h e C o u n t y ,
h a s d e v e l o p e d t h i s s y s t e m o f r o a d w a y s t o m e e t t h i s n e e d . T h i s r o a d w a y
s y s t e m w i l l b e p e r i o d i c a l l y u p d a t e d b y t h e C o m m i s s i o n , o r t h e W e s t e r n
R i v e r s i d e C o u n c i l o f G o v e r n m e n t s , t o r e f l e c t a c t u a l d e v e l o p m e n t t r e n d s .
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Funding to widen existing roads and construct new roads on this system will
be funded by an estimated $300 million in revenues generated by Measure
"A" and by matching revenues to be generated by the cities and County
implementing a Transportation Uniform Mitigation Fee (TUMF) administered
by the Commission or the Western Riverside Council of Governments
(WRCOG).
Examples of the roadways on the regional arterial system that may be
eligible to receive Measure "A" and TUMF funding for widening and other
improvements to increase capacity and traffic flow are:
• Van Buren Boulevard from 1-215 to State Route 60
• Alessandro Boulevard from 1-215 westerly to Central Avenue
• Central Avenue from Alessandro Blvd to Van Buren Boulevard
• Arlington Avenue from Central Avenue to Van Buren Boulevard
• Green River Road from Dominguez Ranch Rd to State Route 91
• Foothill Parkway from Lincoln Ave to Green River Road
• Scott Road from State Route 79 to 1-215
• Clinton Keith Road from State Route 79 to 1-215
• Date Street from State Route 79 to 1-15
• State Route 79/1-10 Interchange Improvements and possible bypass to
1-10
• Ramsey Street from Banning City Limits to Field Road
• Ramona Expressway from San Jacinto to 1-215
• Cajalco Road from 1-215 to 1-15
• Perris Boulevard from State Route 74 to San Bernardino Co. Line
• Pyrite Street from San Bernardino County Line to State Route 60
• Schleisman Road from San Bernardino County Line to 1-15 and
Arlington Avenue
• Domenigoni Parkway from State Street to 1-215
• Railroad Canyon/Newport Road from 1-215 to 1-15
The final scope and project limits of all improvements proposed for the
regional arterial system will be determined through the environmental
clearance process.
5. LOCAL STREETS AND ROADS
The local street and road system is critical to the every day movement of
people within the cities and the county. This system is reaching "middle
age", with potholes and is in need of continued maintenance and
rehabilitation. New local roads adjacent to new residential and business
developments will continue to be constructed and paid for by the developers.
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Current resources, without the extension of the existing sales tax revenues
for transportation, cannot provide adequate funding to maintain the local
street and road system at the level necessary to adequately serve the public.
The Transportation Improvement Plan will provide an estimated $970 million
specifically for this purpose. The funds made available in the Western County
area will be distributed to the cities and the county by a formula based 75%
on proportionate population and 25% on revenues generated by Measure
"A". In order to be eligible for these funds, each agency will be required to:
1) File a Five -Year Capital Improvement Program, updated annually, with the
Commission; 2) Participate in a Transportation Uniform Mitigation Fee
(TUMF) Program to be developed and administered by the Commission or the
Western Riverside Council of Governments (WRCOG); and, 3) Participate in
the Multi- Species Habitat Conservation Plan (MSHCP) currently under
development by the County of Riverside by endorsing the Permit Application
and signing the Implementation Agreement.
The TUMF Program shall be adopted according to all applicable laws and
shall provide that the first $400 million of TUMF revenues will be made
available to the Commission to fund equally the: 1) Regional Arterial
System, as described above; and, 2) Development of New Corridors
("CETAP") described above.
6. ECONOMIC DEVELOPMENT INCENTIVES PROGRAM
The need to attract new commercial and industrial development and jobs to
Riverside County to reduce the need for long commutes to Orange and Los
Angeles counties is important to the economic vitality and quality of life of
Western Riverside County. A greater jobs — housing balance is needed
immediately.
The Transportation Improvement Plan will provide an estimated $40 million
for this purpose. These funds will be used to create an Infrastructure
Improvement Bank to improve existing interchanges, construct new
interchanges, provide public transit linkages or stations, and make other
improvements to the transportation system. Given the limited amount of
funds available, the RCTC shall develop a program of competitive incentives
to attract commercial and industrial development and jobs to locate within
the Western Riverside County area.
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In particular, the highest priority for these funds shall be for use in attracting
key industrial development. For example, Western Riverside County through
the provision of a needed interchange or transit service as a part of an
overall package of incentives, could attract industrial development, which
may have otherwise located elsewhere in California, in the United States or
internationally.
7. BOND FINANCING
Construction of the highway and rail projects and implementation of the local
streets and roads and other programs identified in the Transportation
Improvement Plan are needed as soon as possible. In order to accomplish
this, some level of borrowing will be required. The Commission will
determine the extent of borrowing that is reasonable as the program is
implemented. Up to $270 million, 8% of the revenues expected to be
generated, will be made available for this purpose.
COACHELLA VALLEY AREA
The Coachella Valley area is located in the central part of Riverside County and
includes the cities of Cathedral City, Coachella, Desert Hot Springs, Indian Wells,
Indio, La Quinta, Palm Desert, Palm Springs, and Rancho Mirage. It also includes
the unincorporated areas, and the reservations of the Agua Caliente Band of
Cahuilla Indians, the Cabazon Band of Mission Indians, and the Torres Martinez
Desert Cahuilla Indians. The Transportation Improvement Plan is designed to give
flexibility to adjust to changing circumstances and to:
• Improve Traffic Flow and Reduce Congestion on Highway 1 1 1
• Add/Improve Interchanges on Highway 86 and 1-10
• Provide funding for Local Streets and Roads Improvements
• Improve Safety and Visibility at Major Intersections and Arterial Roads
• Reduce Congestion by Improving Major Roadways Identified as
Important by Local Governments in the Coachella Valley
• Provide Express East-West Transit Routes in the Coachella Valley
• Improve and Expand Public and Specialty Transit Service
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1 . S T A T E H I G H W A Y S A N D M A J O R R E G I O N A L R O A D P R O J E C T
F i f t y p e r c e n t ( 5 0 % ) o f t h e M e a s u r e " A " r e v e n u e s w i l l b e u s e d f o r S t a t e
h i g h w a y s a n d r e g i o n a l r o a d i m p r o v e m e n t s . T h e T r a n s p o r t a t i o n P r o j e c t
P r i o r i t i z a t i o n S t u d y ( T P P S ) , d e v e l o p e d t h r o u g h t h e C o a c h e l l a V a l l e y
A s s o c i a t i o n o f G o v e r n m e n t s ( C V A G ) , w i l l f u n c t i o n a s t h e P l a n f o r f u t u r e
n e e d s . P r e v e n t i v e m a i n t e n a n c e o f t h e s e M e a s u r e " A " f u n d e d a r t e r i a l s w i l l
b e a l l o w e d , i f a m a j o r i t y o f t h e C o a c h e l l a V a l l e y l o c a l g o v e r n m e n t s g i v e
a p p r o v a l .
T h e s y s t e m i m p r o v e m e n t s w i l l b e a c c o m p l i s h e d w i t h a m i x o f M e a s u r e " A "
f u n d s , s t a t e a n d f e d e r a l h i g h w a y f u n d s , a n d t h e e x i s t i n g T r a n s p o r t a t i o n
U n i f o r m M i t i g a t i o n F e e ( T U M F ) o n n e w d e v e l o p m e n t .
T h i s s e g m e n t o f t h e M e a s u r e " A " E x p e n d i t u r e P l a n w i l l b e i m p l e m e n t e d
t h r o u g h t h e C o a c h e l l a V a l l e y A s s o c i a t i o n o f G o v e r n m e n t s .
2 . L O C A L S T R E E T S A N D R O A D S
T h i r t y - f i v e p e r c e n t ( 3 5 % ) o f t h e M e a s u r e " A " r e v e n u e s w i l l b e r e t u r n e d t o
t h e c i t i e s a n d t h e c o u n t y i n t h e C o a c h e l l a V a l l e y a n d s h a l l b e u s e d t o a s s i s t
w i t h t h e f u n d i n g l o c a l s t r e e t a n d r o a d i m p r o v e m e n t s . T h e s e f u n d s w i l l
s u p p l e m e n t e x i s t i n g f e d e r a l , s t a t e , a n d l o c a l f u n d s . L o c a l s t r e e t
i m p r o v e m e n t s a d j a c e n t t o n e w r e s i d e n t i a l a n d b u s i n e s s d e v e l o p m e n t s w i l l
c o n t i n u e t o b e p a i d f o r b y t h e d e v e l o p e r s .
C i t i e s a n d t h e c o u n t y i n t h e C o a c h e l l a V a l l e y m u s t p a r t i c i p a t e i n t h e
T r a n s p o r t a t i o n U n i f o r m M i t i g a t i o n F e e ( T U M F ) p r o g r a m t o a s s i s t i n t h e
f i n a n c i n g o f t h e p r i o r i t y r e g i o n a l a r t e r i a l s y s t e m i n o r d e r t o r e c e i v e t h e s e
f u n d s . I f a c i t y o r t h e c o u n t y c h o o s e s n o t t o l e v y t h e T U M F , t h e f u n d s t h e y
w o u l d o t h e r w i s e r e c e i v e f o r l o c a l s t r e e t s a n d r o a d s w i l l b e a d d e d t o t h e
M e a s u r e " A " f u n d s f o r t h e R e g i o n a l A r t e r i a l P r o g r a m .
A l l o c a t i o n s o f f u n d s t o t h e c i t i e s a n d t h e c o u n t y w i l l b e b a s e d o n a f o r m u l a
w e i g h t e d 5 0 % o n p r o p o r t i o n a t e d w e l l i n g u n i t s a n d 5 0 % o n M e a s u r e " A "
r e v e n u e s g e n e r a t e d w i t h i n e a c h j u r i s d i c t i o n . A F i v e - Y e a r C a p i t a l
I m p r o v e m e n t P r o g r a m f o r t h e u s e o f t h e s e f u n d s w i l l b e p r e p a r e d a n d
a n n u a l l y u p d a t e d w i t h p u b l i c p a r t i c i p a t i o n b y e a c h c i t y a n d t h e c o u n t y .
1 1
2 5 2
3. PUBLIC TRANSIT
Fifteen percent (15%) of the Measure "A" revenues will be used to improve
and expand public transit and specialized transportation services.
A. Discount Fares and Expanded Transportation Services for Seniors and
Persons with Disabilities
For Seniors (age 60 and older) and persons with disabilities, access to
healthcare, social services, shopping, and recreation is a key to quality
of life. Sunline Transit Agency offers a full array of public transit and
specialized transportation services at reduced prices to individuals in
these special groups. Measure "A" funds will guarantee discounts
continue for the next 30 years. Funds will also be used to expand
services to meet future needs of the growing population of the valley.
B. Specialized Transportation Services
In addition to providing SunBus public transit service, SunDial
paratransit service, and SunLink express commuter service to
Riverside, the Sunline Transit Agency offers specialized transportation
services to Coachella Valley residents and visitors. These services
include the Vets Express that provides free transportation to the
Veterans Hospital in Loma Linda; SunTrip, that enables those beyond
Sunline's fixed route service area to receive reimbursement they can
pay to volunteer drivers; and SunRide that coordinates the
transportation services offered by many non-profit social service
organizations. All of Sunline's vehicles operate on clean, alternative
fuels thereby preserving the environment and creating a healthier
community while increasing access. Measure "A" funds will assist
these and other types of specialized transportation services which may
be implemented.
C. Bus Replacement and More Frequent Service
Public bus transportation offers communities many benefits — reduced
traffic congestion, reduced wear and tear on roads, reduced parking
demand, and lower emissions. By providing access to schools, jobs
and shopping, it is also a vital force in economic development. This is
especially true in the Coachella Valley where nearly 75% of the 4
million annual SunBus riders take a bus to work and/or school. Public
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t r a n s i t b u s e s h a v e a 1 2 - y e a r l i f e . P a s s a g e o f M e a s u r e " A " w i l l e n a b l e
S u n l i n e ' s f l e e t t o b e r e p l a c e d a s n e e d e d . F u n d s w i l l a l s o b e u s e d t o
i n c r e a s e f r e q u e n c y o f s e r v i c e , w h i c h i s t h e s i n g l e m o s t i m p o r t a n t
f a c t o r i n u s e o f p u b l i c t r a n s p o r t a t i o n .
P A L O V E R D E V A L L E Y A R E A
T h e P a l o V e r d e V a l l e y a r e a i s l o c a t e d i n t h e f a r e a s t e r n p a r t o f R i v e r s i d e C o u n t y . I t
i s g e o g r a p h i c a l l y s e p a r a t e d f r o m t h e W e s t e r n a n d C o a c h e l l a V a l l e y a r e a s . T h e
p o p u l a t i o n w i t h i n t h e a r e a i s r e l a t i v e l y s m a l l , a n d s i g n i f i c a n t g r o w t h o v e r t h e n e x t
3 0 y e a r s i s n o t a n t i c i p a t e d .
T h e P a l o V e r d e V a l l e y i s s e r v e d b y I n t e r s t a t e 1 0 w h i c h p r o v i d e s a d e q u a t e
c o n n e c t i o n s t o t h e m o r e w e s t e r l y p o r t i o n s o f R i v e r s i d e C o u n t y a n d e a s t e r l y t o
A r i z o n a . I n c r e a s i n g t r a n s i t n e e d s c a n b e a d e q u a t e l y m e t u s i n g e x i s t i n g r e v e n u e
s o u r c e s a v a i l a b l e f o r t h a t p u r p o s e . T h e g r e a t e s t n e e d f o r t h e P a l o V e r d e V a l l e y i s
a d d i t i o n a l f u n d i n g t o a d e q u a t e l y m a i n t a i n a n d r e h a b i l i t a t e l o c a l s t r e e t s a n d r o a d s .
A l l o f t h e f u n d i n g g e n e r a t e d b y M e a s u r e " A " r e t u r n e d t o t h e P a l o V e r d e V a l l e y i s t o
b e u s e d f o r l o c a l s t r e e t s a n d r o a d s . F u n d s s h a l l b e d i s t r i b u t e d t o t h e C i t y o f B l y t h e
a n d t h e C o u n t y o f R i v e r s i d e b y f o r m u l a . T h e f o r m u l a d i s t r i b u t i o n i s b a s e d 7 5 % o n
p r o p o r t i o n a t e p o p u l a t i o n a n d 2 5 % o n s a l e s t a x r e v e n u e s g e n e r a t e d i n e a c h a r e a .
M E A S U R E " A " R E V E N U E A L L O C A T I O N S
( $ m i l l i o n s )
W e s t e r n C o u n t y A r e a
H i g h w a y I m p r o v e m e n t s $ 1 , 0 2 0
N e w C o r r i d o r s $ 3 7 0
C o m m u t e r R a i l / I n t e r c i t y B u s / S p e c i a l i z e d $ 3 9 0
T r a n s i t / C o m m u t e r S e r v i c e s
R e g i o n a l A r t e r i a l P r o j e c t s $ 3 0 0
L o c a l S t r e e t s a n d R o a d I m p r o v e m e n t s $ 9 7 0
B o n d F i n a n c e $ 2 7 0
E c o n o m i c D e v e l o p m e n t P r o j e c t s $ 4 0
T O T A L $ 3 , 3 6 0
C o a c h e l l a V a l l e y
H i g h w a y s a n d R e g i o n a l A r t e r i a l s
L o c a l S t r e e t s a n d R o a d s
S p e c i a l i z e d a n d P u b l i c T r a n s i t
T O T A L
$ 6 2 8
$ 4 3 9
$ 1 8 8
$ 1 , 2 5 5
P a l o V e r d e V a l l e y A r e a
L o c a l S t r e e t a n d R o a d I m p r o v e m e n t s $ 4 7
T O T A L $ 4 7
1 3
2 5 4
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( I N S E R T M A P H E R E )
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1 4
2 5 5
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G E N E R A L P R O V I S I O N S O F T H E
T R A N S P O R T A T I O N I M P R O V E M E N T P L A N
1 . B A S I S F O R R E V E N U E E S T I M A T E S
F e d e r a l a n d s t a t e p a r t i c i p a t i o n f o r h i g h w a y s , c o m m u t e r r a i l , n e w c o r r i d o r s ,
a n d m a j o r n o n - h i g h w a y r o a d w a y i m p r o v e m e n t s i s a s s u m e d t o b e $ 4 0 m i l l i o n
p e r y e a r a l l o c a t e d b i a n n u a l l y b y t h e C a l i f o r n i a T r a n s p o r t a t i o n C o m m i s s i o n
t h r o u g h t h e S t a t e T r a n s p o r t a t i o n I m p r o v e m e n t P r o g r a m ( S T I P ) p r o c e s s . T h e
R i v e r s i d e C o u n t y T r a n s p o r t a t i o n C o m m i s s i o n c u r r e n t l y p r o g r a m s 2 4 . 2 % o f
t h e s e f u n d s o n a d i s c r e t i o n a r y b a s i s f o r p r o j e c t s . T h i s p r a c t i c e w i l l b e
c o n t i n u e d i n o r d e r t o f u n d m a j o r i m p r o v e m e n t s t h a t w i l l a r i s e a n d h a v e n o t
b e e n a n t i c i p a t e d b y t h i s T r a n s p o r t a t i o n I m p r o v e m e n t P l a n .
M e a s u r e " A " r e v e n u e e s t i m a t e s h a v e n o t b e e n a d j u s t e d t o r e f l e c t i n f l a t i o n .
I t i s a s s u m e d t h a t i n f l a t i o n r e v e n u e i n c r e a s e s w i l l b e o f f s e t b y i n f l a t i o n c o s t s
t o d e l i v e r t h e p r o j e c t s . " R e a l G r o w t h " i s a s s u m e d t o p a r a l l e l c o u n t y w i d e
p o p u l a t i o n g r o w t h . B a s e d u p o n t h e s e f a c t o r s M e a s u r e " A " r e v e n u e s o v e r
t h e 3 0 - y e a r p e r i o d a r e a s s u m e d t o b e a b o u t $ 4 . 6 6 5 b i l l i o n .
2 . B A S I S F O R C O S T E S T I M A T E S
A l l c o s t e s t i m a t e s f o r h i g h w a y p r o j e c t s w e r e d e v e l o p e d b y C a l t r a n s b a s e d o n
a s p e c i f i c s c o p e o f i m p r o v e m e n t s a n d a r e b a s e d o n 2 0 0 1 v a l u e s . F u t u r e
c o s t s m a y i n c r e a s e d u e t o i n f l a t i o n o r o t h e r f a c t o r s b e y o n d t h e c o n t r o l o f t h e
C o m m i s s i o n . T h e 2 0 0 1 c o s t s e s t i m a t e s a r e t o b e u s e d t o d e t e r m i n e t h e
p r o p o r t i o n a t e d i s t r i b u t i o n o f f u n d s t o t h e c a t e g o r i e s o f p r o j e c t s a n d p r o g r a m s
i d e n t i f i e d i n t h e t r a n s p o r t a t i o n p r o g r a m .
3 . S T A T E H I G H W A Y A N D M A J O R A R T E R I A L P R O G R A M S
A . E l i g i b l e s t a t e h i g h w a y p r o j e c t c o s t s i n c l u d e p r e l i m i n a r y e n g i n e e r i n g ,
e n v i r o n m e n t a l c l e a r a n c e s , d e s i g n e n g i n e e r i n g , p r o j e c t m a n a g e m e n t ,
r i g h t o f w a y a c q u i s i t i o n a n d l o n g - t e r m l e a s e s a n d c o n s t r u c t i o n .
M e a s u r e " A " f u n d s a r e i n t e n d e d t o s u p p l e m e n t a n d n o t r e p l a c e
e x i s t i n g f e d e r a l a n d s t a t e s o u r c e s . I f i t i s d e t e r m i n e d b y t h e
C o m m i s s i o n t h a t R i v e r s i d e C o u n t y i s n o t r e c e i v i n g i t s f a i r s h a r e o f
e x i s t i n g f u n d s , s a l e s t a x f u n d s m a y b e d i r e c t e d t o o t h e r t y p e s o f
t r a n s p o r t a t i o n n e e d s .
1 5
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B. The actual scope of the highway, and major arterial projects to be
implemented is to be determined through a prioritization process,
required environmental analysis, and full consideration of reasonable
alternatives. Public participation during the environmental analysis
process is required.
C. The Commission shall establish a "State Highway Account" for
funding capital expenditures for state highway improvements.
4. PUBLIC TRANSIT
A. Eligible programs include: special discount fares for the elderly and
persons with disabilities; funding for computer assisted rideshare
programs; commuter incentive programs; "seed" programs to
encourage the creation of vanpools and buspools; bus capital
replacement and additional bus service in the Coachella Valley; and
capital and operating assistance for commuter rail expansion and
intercity bus service implementation in the Western County area.
B. Western County area commuter rail services are anticipated to
continue to be operated by Metrolink on existing rail lines to Los
Angeles, Orange and San Bernardino counties. Increasing the level of
services will require negotiation of the appropriate agreements with
the railroads and appropriate cost sharing between the counties
served. Extension of service to the Moreno Valley area and the City
of Perris is anticipated to be along the San Jacinto Branch Line owned
by the Commission. Measure "A" funds will be used for operating
costs and to match federal and state funds for capital improvements.
C. Western County area intercity bus express services to be implemented
are intended to specifically target commuters and provide a viable
connection to the Metrolink service and transportation between and to
key employment centers within the region.
D. The Commission shall establish a "Public Transit Account" for funding
these programs. The Commission shall determine which public
transportation or specialized transportation services operators, and
carpool/vanpool facilitating agencies, shall receive funding assistance.
The Commission may directly provide or operate these services and
programs if it is determined that they are the most appropriate agency
to do so in the Western County area. In the Coachella Valley area, the
services will be provided by the SunLine Transit Agency. Based on 30
year funding estimates, the amount of funds should be $340 million
for the Western County and $188 million for the Coachella Valley
area.
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5 . L O C A L S T R E E T S A N D R O A D S P R O J E C T S
A . E l i g i b l e l o c a l s t r e e t a n d r o a d p r o j e c t c o s t s i n c l u d e a n y e n v i r o n m e n t a l
r e v i e w a n d m i t i g a t i o n , e n g i n e e r i n g , r i g h t o f w a y a c q u i s i t i o n a n d ,
c a p i t a l o r m a i n t e n a n c e c o s t . D e c i s i o n s o n p r o j e c t s a r e t o b e m a d e b y
l o c a l j u r i s d i c t i o n s , b u t s u b j e c t t o c a p i t a l I m p r o v e m e n t r e q u i r e m e n t s .
B . A n n u a l p o p u l a t i o n e s t i m a t e s u s e d f o r t h e d i s t r i b u t i o n f o r m u l a f o r t h e
W e s t e r n C o u n t y a n d P a l o V e r d e V a l l e y a r e a s s h a l l b e f r o m t h e S t a t e
D e p a r t m e n t o f F i n a n c e . D w e l l i n g u n i t e s t i m a t e s u s e d f o r t h e
d i s t r i b u t i o n f o r m u l a i n t h e C o a c h e l l a V a l l e y s h a l l b e f r o m t h e R i v e r s i d e
C o u n t y P l a n n i n g D e p a r t m e n t . A c t u a l S t a t e B o a r d o f E q u a l i z a t i o n r e t a i l
s a l e s t r a n s a c t i o n s s h a l l b e u s e d f o r t h e f o r m u l a i n a l l t h r e e a r e a s . T h e
C o u n t y P l a n n i n g D e p a r t m e n t s h a l l e s t i m a t e t h e s h a r e f o r e a c h o f t h e
u n i n c o r p o r a t e d a r e a s f o r t h e t h r e e a r e a s , f r o m t h e t o t a l r e t a i l s a l e s
t r a n s a c t i o n s f o r t h e t o t a l u n i n c o r p o r a t e d a r e a .
C . T h e C o m m i s s i o n s h a l l a s s u r e t h e c i t i e s a n d t h e C o u n t y a r e i n
c o m p l i a n c e w i t h m a i n t e n a n c e o f e f f o r t r e q u i r e m e n t s b e f o r e a l l o c a t i n g
f u n d s f o r l o c a l s t r e e t s a n d r o a d s . F u r t h e r , t h e C o m m i s s i o n s h a l l n o t
a l l o c a t e f u n d s t o a n i n d i v i d u a l c i t y o r t h e C o u n t y f o r l o c a l s t r e e t s a n d
r o a d s w i t h i n t h e W e s t e r n C o u n t y a n d C o a c h e l l a V a l l e y a r e a s u n l e s s
t h e l o c a l a g e n c y i s c e r t i f i e d b y t h e C o a c h e l l a V a l l e y A s s o c i a t i o n o f
G o v e r n m e n t s o r i n t h e W e s t e r n C o u n t y A r e a b y t h e C o m m i s s i o n o r t h e
W e s t e r n R i v e r s i d e C o u n t y A s s o c i a t i o n o f G o v e r n m e n t s a s a p p l i c a b l e ,
t o b e a p a r t i c i p a n t i n t h e T r a n s p o r t a t i o n U n i f o r m M i t i g a t i o n F e e
( T U M F ) p r o g r a m n e c e s s a r y f o r t h e i m p l e m e n t a t i o n o f t h e R e g i o n a l
A r t e r i a l P r o g r a m i n t h e i r a r e a . T h e c i t i e s a n d t h e c o u n t y i n t h e
W e s t e r n C o u n t y A r e a m u s t p a r t i c i p a t e i n t h e M u l t i S p e c i e s H a b i t a t
C o n s e r v a t i o n P l a n ( M S H C P ) b y e n d o r s i n g t h e P e r m i t A l l o c a t i o n a n d
e x e c u t i n g t h e I m p l e m e n t a t i o n A g r e e m e n t w i t h t h e r e s o u r c e s a g e n c i e s
i n o r d e r t o b e e l i g i b l e t o r e c e i v e l o c a l s t r e e t s a n d r o a d s f u n d s .
D . F u n d i n g w h i c h i s n o t a l l o c a t e d t o a c i t y o r t h e c o u n t y b e c a u s e i t i s n o t
a p a r t i c i p a n t i n t h e T U M F p r o g r a m i n t h e C o a c h e l l a V a l l e y a r e a a n d t h e
T U M F a n d t h e M S H C P i n t h e W e s t e r n C o u n t y a r e a s h a l l b e a l l o c a t e d
t o t h e R e g i o n a l A r t e r i a l P r o g r a m i n t h e g e o g r a p h i c a r e a i n w h i c h t h e
c i t y o r p o r t i o n o f t h e c o u n t y i s l o c a t e d .
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6 . F U N D I N G F L E X I B I L I T Y A N D B O N D I N G T O E X P E D I T E P R O J E C T S
T h e C o m m i s s i o n m a y m a k e m a x i m u m u s e o f a v a i l a b l e f u n d s b y t e m p o r a r i l y
s h i f t i n g a l l o c a t i o n s b e t w e e n g e o g r a p h i c a r e a s a n d t r a n s p o r t a t i o n p u r p o s e s .
H o w e v e r , t h e p r o p o r t i o n a t e s h a r e s f o r a r e a s a n d p u r p o s e s o v e r t h e 3 0 - y e a r
p e r i o d m a y n o t b e c h a n g e d w i t h o u t a n a m e n d m e n t o f t h e T r a n s p o r t a t i o n
I m p r o v e m e n t P l a n a s r e q u i r e d b y l a w . S h i f t s m a y n o t b e m a d e w i t h o u t
p r e v i o u s c o n s u l t a t i o n w i t h t h e a f f e c t e d a g e n c i e s a n d t w o - t h i r d s m a j o r i t y
a p p r o v a l o f t h e B o a r d o f C o m m i s s i o n e r s .
T h e C o m m i s s i o n m a y a l s o u s e b o n d s t o s p e e d i m p l e m e n t a t i o n o f s o m e
p r o j e c t s . B o n d i n g w i l l n o t b e u s e d w i t h o u t f i r s t d e t e r m i n i n g t h a t t h e b e n e f i t s
o f a n a c c e l e r a t e d p r o g r a m o u t w e i g h t h e a d d i t i o n a l c o s t o f i n t e r e s t o n
b o r r o w i n g f u n d s .
7 . I N F O R M I N G T H E P U B L I C O F L O C A L F U N D I N G S U P P O R T
A l l s t a t e h i g h w a y , c o m m u t e r r a i l , a n d r e g i o n a l a r t e r i a l p r o j e c t s u s i n g $ 1
m i l l i o n o r m o r e o f s a l e s t a x r e v e n u e s s h a l l b e s i g n e d t o i n f o r m t h e p u b l i c t h a t
l o c a l v o t e r a p p r o v e d r e v e n u e s a r e b e i n g u s e d t o s u p p o r t t h e p r o j e c t .
8 . S E V E R A N C E P R O V I S I O N S
I f a n y p r o v i s i o n o f t h i s T r a n s p o r t a t i o n I m p r o v e m e n t P l a n i s f o r a n y r e a s o n
h e l d i n v a l i d a n d u n e n f o r c e a b l e b y a c o u r t o f c o m p e t e n t j u r i s d i c t i o n , t h a t
h o l d i n g s h a l l n o t e f f e c t t h e v a l i d i t y o r e n f o r c e a b i l i t y o f t h e r e m a i n i n g
p r o v i s i o n s , a n d t h e C o m m i s s i o n d e c l a r e s t h a t i t w o u l d h a v e p a s s e d e a c h p a r t
o f t h e P l a n i r r e s p e c t i v e o f t h e v a l i d i t y o f a n y o t h e r p a r t .
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