HomeMy Public PortalAbout09 September 15, 2008 Technical Advisory Committee85194
RIVERSIDE COUNTY TRANSPORTATION
COMMISSION
TECHNICAL ADVISORY COMMITTEE MEETING AGENDA*
*Actions may be taken on any item listed on the agenda.
TIME: 10:00 A.M.
DATE: September 15, 2008
LOCATION: Riverside County Transportation Commission
Riverside County Administrative Center
4080 Lemon Street, Riverside, CA
Conference Room A, 3`d Floor
In compliance with the Americans with Disabilities Act and government Code Section 54954.2, if you
need special assistance to participate in a Committee meeting, please contact Riverside County
Transportation Commission at (951) 787-7141. Notification of at least 48 hours prior to meeting time will
assist staff in assuring that reasonable arrangements can be made to provide accessibility at the meeting.
1. CALL TO ORDER
2. SELF -INTRODUCTIONS
3. APPROVAL OF MINUTES
4. PUBLIC COMMENTS (This is for comments on items not listed on agenda.
Comments relating to an item on the agenda will be taken when the item is
before the Committee.)
5. DRAFT COUNTY TRANSPORTATION MODEL PRESENTATION (Verbal
Presentation)
6. MSHCP STATUS (Verbal Presentation)
7. 2008 STATE BUDGET — POTENTIAL IMPACT TO 2008 STATE TRANSPORTATION
IMPROVEMENT PROGRAM (STIP) (Attachment)
8. LOCAL ASSISTANCE REPORT (Verbal Presentation)
11.36.02
Technical Advisory Committee Meeting
September 15, 2008
Page 2
9. 2008 REGIONAL TRANSPORTATION PLAN (RTP) AND REGIONAL
TRANSPORTATION IMPROVEMENT PLAN (RTIP) AMENDMENT STATUS
(Attachment)
10. PROJECT MILESTONE REPORT (Attachment)
11. SEPTEMBER 10 COMMISSION ITEMS (Attachment)
• TUMF MOU AMENDMENT
• CVAG HIGHWAY 111 REDESIGNATION
• MARA UPDATE
12. OTHER BUSINESS
13. ADJOURNMENT (The next meeting will be October 20, 2008, 10:00 A.M. in
Banning.)
MINUTES
"
"
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 M E E T I N G
M I N U T E S
M o n d a y , J u n e 1 6 , 2 0 0 8
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 ( R C T C )
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 ) w a s c a l l e d t o o r d e r a t 1 0 : 0 0 A . M . a t
B a n n i n g C i t y H a l l C i v i c C e n t e r , 9 9 E a s t R a m s e y S t r e e t , B a n n i n g , C A .
2 . S e l f - I n t r o d u c t i o n s
M e m b e r s P r e s e n t : D a v e B a r a k i a n , C i t y o f P a l m S p r i n g s
B i l l B a y n e , C i t y o f C a t h e d r a l C i t y
T o m B o y d , C i t y o f R i v e r s i d e
M i k e G o w , C i t y o f H e m e t
M a r k G r e e n w o o d , C i t y o f P a l m D e s e r t
P a t r i c k H a l l y , C a ! t r a n s D i s t r i c t 8
B r u c e H a r r y , C i t y o f R a n c h o M i r a g e
J o n a t h a n H o y , C i t y o f D e s e r t H o t S p r i n g s
B i l l H u g h e s , C i t y o f T e m e c u l a
P r e m K u m a r , C i t y o f M o r e n o V a l l e y
T o n y L u c e r o , C i t y o f C o a c h e l l a
B o b M o r i n , C i t y o f C o r o n a
H a b i b M o t l a g h , C i t i e s o f C a n y o n L a k e , P e r r i s & S a n J a c i n t o
N i c k N i c k e r s o n , C i t y o f L a Q u i n t a
K a h o n o O e i , C i t y o f B a n n i n g
J u a n P e r e z , C o u n t y o f R i v e r s i d e
T o m R a f f e r t y , C i t y o f I n d i o
J i m R o d k e y , C i t y o f B l y t h e
K e n S e u m a l o , C i t y o f L a k e E l s i n o r e
T i m W a s s i l , C i t y o f I n d i a n W e l l s
O t h e r s P r e s e n t : F r e d A l a m o l h o d a , L A E A s s o c .
G r a c e A l v a r e z , R C T C
S h i r l e y G o o d i n g , R C T C
O s a b u o g b e I g b i n e d i o n
E r i c L e w i s , C i t y o f M o r e n o V a l l e y
S h i r l e y M e d i n a , R C T C
M i l a N e l s o n , R T A
B r e t T e e b k e n , R T A
A n d r e a Z u r e i c k , R C T C
Technical Advisory Committee Meeting
June 16, 2008
Page 2
3. Approval of Minutes
The May 19, 2008 minutes were approved as submitted.
4. Public Comments
There were no public comments.
5. 2008 STIP ADOPTION
Shirley Medina, ROTC, corrected her staff report to indicate that on May 29,
2008, the California Transportation Commission (CTC) adopted the 2008 State
Transportation Improvement Program (STIP) per the CTC staff recommendation
that was released on May 9, 2008.
She reminded the committee that the 2008 STIP Staff Recommendation —
County Share was provided at the May TAC meeting. It was approved at the
May 29 CTC meeting. Also at the May TAC meeting, it was reported that all the
projects that were submitted were accepted as programmed with the exception of
the 60/215 East Junction which was moved out two years.
She explained that through a technical amendment, CTC will move the 60/215
East Junction project back to the year we proposed. This will be approved at the
June 25 CTC meeting.
6. TAC SUBCOMMITTEE RECOMMENDATIONS FOR FY 08/09 TE
ALLOCATIONS
Ms. Medina reported that the TAC Subcommittee met prior to the TAC meeting to
discuss the fact that there are more projects to be delivered in the next two years
than available funding. She made reference to the written subcommittee
recommendations and said she would e-mail the document to all TAC members.
She reported that the committee reviewed the funding for FY 2008/09 and there
is $3.8 million available and $4.5 million of projects that are ready for
construction.
She further specked the current project schedules and the demand for FY
2009/10 STIP TE programming. It is expected that later this year, the sub-
committee will review project readiness and other funding, if available, and
develop an allocation plan for TE projects over the next three to four years.
7. HEMET TE PROJECT RE -SLOPING REQUEST
Shirley Medina conveyed that the city of Hemet sent a letter requesting to
change the scope of its TE funded State Street Multi -Use Bicycle and Pedestrian
Path project. The project was originally submitted under the TEA 21 program.
Technical Advisory Committee Meeting
June 16, 2008
Page 3
The city was waiting for the State Street widening project to be completed, which
took longer than expected, and rather than requesting more funding it looked at
downscaling the project to fit the amount of available TE funding that was
originally awarded.
Mike Gow, city of Hemet, added that the segment lane was downsized from1.6
miles to 1,200 feet with the same features as the original application. He further
stated that the original cost estimate was done eight to ten years ago and costs
have escalated since then. The city intends to condition the property owner to
complete the trail to the ultimate length as the property develops.
Ms. Medina stated that the project will be programmed for funding in FY 2010/11.
Regarding the city of Calimesa's request, its project has been carried over from
TEA 21 also. The project has been carried over for several years and attempts
will be made to obtain the required updated project milestone report.
M/S/C (Motlagh/Wassil) to approve the city of Hemet's request.
8. PROCESS FOR TE ALLOCATION REQUESTS AND RFA SUBMITTALS
Andrea Zureick, RCTC, reminded the committee that the TE process requires
submission of an Allocation Request to California Transportation Commission
(CTC) and Request for Authorization (RFA) to Caltrans Local Assistance, at the
same time, to obligate the funds. Once NEPA clearance has been obtained,
right-of-way certified and the agency is ready to advertise the projects, the
requests should be submitted to RCTC for review. Following review, RCTC will
forward to Caltrans Local Assistance for its review.
The Preliminary 2008 Preparation Schedule attached to the staff report includes
the CTC meeting deadlines for items going to the CTC for allocation. The
deadline for local agencies to submit their allocation requests to local assistance
is about two months before they go to the CTC. The process between sending to
RCTC and the CTC authorization to proceed to advertisement could be four
months.
Ms. Medina added that concurrent submittal of the CTC allocation request and
the RFA is necessary to meet the six month deadline the CTC requires between
allocation and award of a construction contract.
9. CALTRANS LOCAL ASSISTANCE REPORT
INACTIVE PROJECTS
Patrick Nally, Caltrans Local Assistance, provided a current inactive list and
briefly outlined the projects and responded to various questions.
Technical Advisory Committee Meeting
June 16, 2008
Page 4
10. 4111 QUARTER OBLIGATIONAL AUTHORITY (OA) DELIVERY/PROJECT
MILESTONE REPORTS
Shirley Medina stated that most of the agencies said they were going to deliver
their STP/CMAQ projects this federal fiscal year. She provided a list of the
projects and also stated that staff will work closely with Pat Nally and area
engineers to find out the status of the projects. She requested that the agencies
whose projects are on the list notify RCTC if the RFA has been submitted to
Caltrans. An important note is that the state has an obligation authority amount
to meet. Each county starts out with an OA target but after June 1, they can
exceed that OA target. If a county does not use its OA, other counties may use
it.
Ms. Zureick stated that at year end, the 2008 RTIP will be adopted and any
STP/CMAQ projects that are not obligated this fiscal year will have to be
amended into the new RTIP to be able to receive their obligation in FY 2008/09.
Currently, RCTC is allowed to program $20 million of STP in FY 2008/09. When
the 2008 RTIP is started, that amount will reduce to $17 million.
Mr. Hally invited agencies to contact him or the area engineer if they need
assistance.
11. 2006 RTIP - AMENDMENT NO. 19
Grace Alvarez, RCTC, reported that Amendment Number 19 was submitted to
SCAG. It is believed that it is the last amendment to the 2006 RTIP and included
7 local projects, 2 state projects, and 4 transit projects. She briefly described the
projects and further reported that all of the amendments that have been
submitted have been approved by the Federal Highway Administration with the
exception of Amendment 19 which was just submitted on June 13, 2008.
12. COMMISSION CONNECTION/COMMISSION HIGHLIGHTS
Ms. Medina reported that the Commission's budget was approved. Staff will
work with CVAG and legal counsel to extend the limits of the Measure A
designation of Highway 111 segment. An amendment will have to be taken to
the Measure A TIP to each city and the Board of Supervisors for approval.
In addition, the Commission was informed of an Obligational Authority loan to
Sacramento Area Council of Governments (SACOG). SACOG will pay back the
loan to RCTC in a future fiscal year.
FY 2008/09 SB 821, Bicycle and Pedestrian Facilities, was approved. Contact
Jerry Rivera, RCTC, if you have any questions.
•
•
"
"
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 M e e t i n g
J u n e 1 6 , 2 0 0 8
P a g e 5
R i v e r s i d e C o u n t y ' s $ 1 0 m i l l i o n r e q u e s t f o r E c o n o m i c D e v e l o p m e n t F u n d s f o r t h e
1 - 2 1 5 @ V a n B u r e n i n t e r c h a n g e w a s a p p r o v e d .
1 3 . O T H E R B U S I N E S S
R e g a r d i n g t h e C a ! t r a n s C o o p e r a t i v e A g r e e m e n t , J u a n P e r e z s a i d t h e r e i s n o
u p d a t e a t t h i s t i m e .
B i l l H u g h e s , c i t y o f T e m e c u l a , i n d i c a t e d t h a t s t a f f s u p p o r t s t h e T A C ' s
r e p r e s e n t a t i o n a t t h e c o m m i t t e e m e e t i n g s a n d h e a s k e d i f t h e r e i s a n y v a l u e t o
h a v i n g c o n f e r e n c e c a l l i n g a v a i l a b l e a t t h e m e e t i n g s , f o r l i s t e n i n g b u t n o t f o r
p a r t i c i p a t i n g . M s . M e d i n a s t a t e d t h a t s t a f f w i l l s e e i f t h i s i s a l l o w a b l e .
I n r e s p o n s e t o a q u e s t i o n o f w h e t h e r t h e T A C s h o u l d g o d a r k i n J u l y o r A u g u s t ,
M s . M e d i n a i n d i c a t e d t h a t i f t h e r e a r e i m p o r t a n t i s s u e s o f i n t e r e s t , a n e - m a i l w i l l
b e s e n t a n d t h e c o m m i t t e e c o u l d g o d a r k i n J u l y o r A u g u s t , d e p e n d i n g o n t h e
n u m b e r a n d s u b s t a n c e o f a g e n d a i t e m s .
1 4 . A D J O U R N M E N T
T h e r e b e i n g n o f u r t h e r b u s i n e s s f o r c o n s i d e r a t i o n b y 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 h e m e e t i n g a d j o u r n e d a t a p p r o x i m a t e l y 1 0 : 5 5 A . M . T h e n e x t
m e e t i n g i s s c h e d u l e d f o r J u l y 2 1 , 2 0 0 8 , 1 0 : 0 0 A . 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 , 4 0 8 0 L e m o n S t r e e t , R i v e r s i d e , C A .
R e s p e c t f u l l y s u b m i t t e d ,
S h i r l e y M e d i
P r o g r a m M a n a g e r
AGENDA ITEM 5
AGENDA ITEM 6
AGENDA ITEM 7
RIVERSIDE COUNTY TRANSPORTATION COMMISSION
DATE:
September 15, 2008
TO:
Technical Advisory Committee
FROM:
Shirley Medina, Program Manager
SUBJECT:
2008 State Budget — Potential Impact to
Improvement Program (STIP)
2008
State Transportation
STAFF RECOMMENDATION:
Receive and File.
BACKGROUND INFORMATION:
At the time this item was written, the 2008 State Budget had not been passed.
In the January 2008 release of the draft budget and subsequent May revise, Proposition 42
funding remained intact and there was a strong commitment from the Governor and legislature
that Proposition 42 funds would not be "borrowed" to address budget shortfall issues. However,
because of the current stalemate positions among the politicians, there remains a possibility that
transportation funds may be borrowed after all. If this happens, the 2008 STIP would be
impacted, which could result in the development of a revised STIP Fund Estimate and revised
2008 STIP.
At the August 27, 2008 California Transportation Commission (CTC) meeting, staff reported that
the STIP Fund Estimated assumed a transfer of Proposition 42 funds in the amount of $692
million for the STIP in FY 2008/09. CTC staff further stated that a Proposition 42 suspension
would result in postponing allocations until a revised Fund Estimate is adopted in January 2009,
and would result in project delays to the current STIP as follows:
• 18% of the 2008/09 projects delayed to 2009/10
• 70% of the 2009/10 projects delayed to 2010/11
• 90% of the 2010/11 projects delayed to 2011/12
There is an active statewide effort among the transportation community to inform legislators of
the dire need to maintain Proposition 42 funding. As you may recall, the Transportation Bond
passed in November 2006 included a protection clause for Proposition 42 funds stating that any
funds borrowed must be repaid within three years including interest.
Another major issue that would result if Proposition 42 is suspended is the impact to Regional
Transportation Plans (RTPs) and Regional Transportation Improvement Programs (RTIPs).
Since STIP projects are required to be included in RTPs and RTIPs, project schedules and
financial constraint requirements would not be met resulting in a new conformity determination.
Projects not exempt from air quality conformity would be impacted and all federal actions
including funding obligations and project approvals would be halted until a new conformity
determination is approved by federal agencies.
•
AGENDA ITEM 8
AGENDA ITEM 9
"
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 :
S e p t e m b e r 1 5 , 2 0 0 8
T O :
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
F R O M :
A n d r e a Z u r e i c k , S e n i o r S t a f f A n a l y s t
G r a c e A l v a r e z , S t a f f A n a l y s t
2 0 0 8 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 ) a n d R e g i o n a l 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 ( R T I P ) A m e n d m e n t S t a t u s
S U B J E C T :
S T A F F R E C O M M E N D A T I O N :
R e c e i v e a n d F i l e .
B A C K G R O U N D I N F O R M A T I O N :
2 0 0 8 R T P
T h e 2 0 0 8 R T P ( l o n g - r a n g e t r a n s p o r t a t i o n p l a n ) w a s a d o p t e d b y S C A G R e g i o n a l C o u n c i l o n
M a y 8 , 2 0 0 8 , a n d r e c e i v e d a p o s i t i v e c o n f o r m i t y d e t e r m i n a t i o n b y F H W A a n d F T A o n J u n e
5 , 2 0 0 8 . S h o r t l y t h e r e a f t e r , i t c a m e t o S C A G ' s a t t e n t i o n t h a t s e v e r a l p r o j e c t s r e q u i r e d
a m e n d m e n t t o e i t h e r a c c e s s f e d e r a l f u n d i n g o r t o r e c e i v e e n v i r o n m e n t a l a p p r o v a l . S C A G
i n i t i a t e d t h e f i r s t a m e n d m e n t t o t h e 2 0 0 8 R T P i n J u l y 2 0 0 8 .
R i v e r s i d e C o u n t y s u b m i t t a l f o r A m e n d m e n t # 1 i n c l u d e d :
" 4 n e w p r o j e c t s
" 2 9 s t a t e h i g h w a y p r o j e c t s
" 1 g r a d e s e p a r a t i o n p r o j e c t
" 2 9 l o c a l h i g h w a y p r o j e c t s
T h e m o s t c o m m o n a m e n d m e n t r e q u e s t w a s t o m o v e t h e p r o j e c t c o m p l e t i o n d a t e . A
p r o j e c t - l e v e l a i r q u a l i t y c o n f o r m i t y d e t e r m i n a t i o n r e q u i r e s t h a t t h e p r o j e c t b e m o d e l e d i n
t h e c o r r e c t m o d e l i n g y e a r f o r t h e r e g i o n a l e m i s s i o n s a n a l y s i s ; w i t h o u t a p o s i t i v e
c o n f o r m i t y d e t e r m i n a t i o n , a n e n v i r o n m e n t a l d o c u m e n t c a n n o t b e a p p r o v e d . B e c a u s e t h e
m o d e l y e a r s a r e s o c l o s e l y s p a c e d i n t h e n e a r t e r m , i . e . 2 0 0 8 , 2 0 0 9 , 2 0 1 0 , 2 0 1 2 , 2 0 1 4 ,
2 0 1 8 , 2 0 2 0 , 2 0 2 3 , 2 0 3 0 , 2 0 3 5 , a s l i g h t s l i p i n t h e s c h e d u l e c o u l d t r i g g e r t h e r e q u i r e m e n t
f o r a n R T P a m e n d m e n t i f t h e c o n s t r u c t i o n d a t e c r o s s e s o v e r a m o d e l y e a r . S t a f f w i l l m a k e
e v e r y e f f o r t t o w o r k c l o s e l y w i t h l o c a l a g e n c i e s , e s p e c i a l l y t h o s e i n t h e e n v i r o n m e n t a l
p h a s e , t o e n s u r e t h a t p o t e n t i a l p r o b l e m s a r e d e a l t w i t h p r o a c t i v e l y . I n a d d i t i o n , s t a f f w i l l
b e w o r k i n g w i t h S C A G t o d e v e l o p g u i d a n c e t h a t w i l l m o r e c l e a r l y c o m m u n i c a t e t h e
p u r p o s e o f t h e R T P a n d t h e r e g i o n a l e m i s s i o n s a n a l y s i s s o t h a t a m e n d m e n t s c a n b e
a v o i d e d t o t h e e x t e n t p o s s i b l e i n t h e f u t u r e .
The schedule for Amendment #1 is as follows:
July 14, 2008
July 30, 2008
August/September 2008
October/November 2008
December 4, 2008
December 5, 2008
February 2008
2008 RTIP
SCAG announced development of Amendment #1
County submittals due to SCAG
Modeling and fiscal constraint review
Public review and comment
SCAG Regional Council adopts 2008 RTP Amendment #1
Report transmitted to Caltrans, FHWA, FTA, and EPA
Conformity determination approval by federal agencies
The 2008 RTIP (short-term transportation program) was adopted by SCAG Regional
Council on July 14, 2008 and subsequently forwarded for review and approval to Caltrans,
Federal Transit Administration (FTA), and Federal Highway Administration (FHWA) on July
17, 2008. Riverside County 2008 RTIP submittal included:
• 73 state highway projects totaling $3,802,529,000
• 72 local highway projects totaling $869,867,000
• 87 transit projects totaling $325,582,000
Currently, the public review period for the four year, 2009 Federal Statewide
Transportation Improvement Program (FSTIP — 2008/2009 — 2011/2012) is underway; the
public review comment ends September 20, 2008. Following the public review comment /
response period, the California Department of Transportation will submit its final FSTIP to
FTA/FHWA for concurrence.
The anticipated 2008 RTIP approval by FTA and FHWA is beginning of November 2008.
•
2008 RTIP — AMENDMENT #1
SLAG will be opening the 2008 RTIP Amendment #1 to the participating RTPAs, for
submission of project amendments. RCTC's anticipated submittal deadline to SLAG, for
the 2008 RTIP Amendment #1 is October 22, 2008. RCTC staff will be contacting the local
agencies in the next couple of weeks, to verify the proposed project changes for their
respective jurisdictions, for inclusion in the amendment submittal. The projects that are
consistent with the 2008 RTP and/or 2008 RTP Amendment #1 can be included in this
amendment. Projects that were included in the 2006 RTIP Amendments #11 through #19 •
will also be part of the 2008 RTIP Amendment #1.
AGENDA ITEM ZO
"
"
"
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 :
S e p t e m b e r 1 5 , 2 0 0 8
T O :
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
F R O M :
A n d r e a Z u r e i c k , S e n i o r S t a f f A n a l y s t
T H R O U G H :
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
S U B J E C T :
P r o j e c t M i l e s t o n e R e p o r t s F Y 2 0 0 8 / 0 9 O b l i g a t i o n D e l i v e r y P l a n
S T A F F R E C O M M E N D A T I O N :
R e c e i v e a n d F i l e .
B A C K G R O U N D I N F O R M A T I O N :
T h i s i t e m s e r v e s a s a r e m i n d e r t o a g e n c i e s t h a t P r o j e c t M i l e s t o n e R e p o r t s a r e d u e t o
R C T C b y S e p t e m b e r 1 5 , 2 0 0 8 . T h e s e r e p o r t s p r o v i d e c r i t i c a l i n f o r m a t i o n f o r
d e v e l o p m e n t o f t h e F Y 2 0 0 8 / 0 9 o b l i g a t i o n d e l i v e r y p l a n t h a t w i l l b e s u b m i t t e d t o
C a l t r a n s a n d f o r t h e f i n a n c i a l p l a n f o r t h e f i r s t a m e n d m e n t t o t h e 2 0 0 8 R T I P . A n n u a l l y ,
e a c h r e g i o n o r c o u n t y h a s a t a r g e t a m o u n t o f f e d e r a l f u n d s t h a t n e e d s t o b e o b l i g a t e d
( a l s o r e f e r r e d t o a s O A ) . I t i s c r u c i a l t h a t p r o j e c t s c h e d u l e s i n c o r p o r a t e p o t e n t i a l i s s u e s
s u c h a s t h e t i m e r e q u i r e d f o r e n v i r o n m e n t a l r e v i e w a n d r i g h t o f c e r t i f i c a t i o n t o e n s u r e
t h a t t h e s c h e d u l e s a r e r e a l i s t i c . H a v i n g a c c e s s t o a c c u r a t e i n f o r m a t i o n r e g a r d i n g
p r o j e c t s c h e d u l e s h e l p s s t a f f t o d e v e l o p c o n t i n g e n c y p l a n s , s u c h a s O A l o a n s b e t w e e n
r e g i o n s o r p r o j e c t s u b s t i t u t i o n , b a s e d o n t h e a v a i l a b i l i t y o f O A . L i k e w i s e , t h e o b l i g a t i o n
d e l i v e r y p l a n h e l p s C a l t r a n s t o d e v e l o p c o n t i n g e n c y p l a n s f o r t h e s t a t e a s w e l l a s
a n t i c i p a t e w o r k l o a d f o r D i s t r i c t s t a f f .
U n t i l t h i s u p c o m i n g f i s c a l y e a r , r e g i o n s h a v e h a d u n t i l J u n e 1 s t o f e a c h y e a r t o o b l i g a t e
t h e i r a n n u a l O A t a r g e t , a f t e r w h i c h t h e O A b e c o m e s a v a i l a b l e f o r u s e b y o t h e r r e g i o n s
w i t h i n t h e s t a t e . S t a r t i n g w i t h F Y 2 0 0 8 / 0 9 , t h a t d e a d l i n e w i l l b e m o v e d u p t o M a y 1 s t
T h e s t a t e i s h o p e f u l t h a t t h i s d e a d l i n e c h a n g e w i l l r e d u c e t h e i m p a c t o f t h e f o u r t h
q u a r t e r " r u s h " f o r o b l i g a t i o n s w h i l e a l s o i n c r e a s i n g t h e o p p o r t u n i t y f o r t h e s t a t e t o
r e c e i v e f u n d s f r o m o t h e r s t a t e s t h a t h a v e l o w d e l i v e r y , r e f e r r e d t o a s " A u g u s t
R e d i s t r i b u t i o n " . T h e r e f o r e , w h i l e s o m e p r o j e c t s s i m p l y c a n n o t o b l i g a t e e a r l i e r t h a n t h e
s c h e d u l e a l l o w s b e c a u s e o f i s s u e s s u c h a s e n v i r o n m e n t a l o r r i g h t o f w a y c e r t i f i c a t i o n
r e q u i r e m e n t s , s t a f f e n c o u r a g e s a g e n c i e s t o o b l i g a t e a s e a r l y a s p o s s i b l e t o i n c r e a s e t h e
l i k e l i h o o d t h a t t h e r e w i l l b e O A a v a i l a b l e f o r t h e p r o j e c t .
T h e F Y 2 0 0 8 / 0 9 o b l i g a t i o n d e l i v e r y p l a n w i l l b e p r e s e n t e d a t t h e O c t o b e r T A C m e e t i n g
a f t e r t h e m i l e s t o n e r e p o r t s h a v e b e e n r e c e i v e d . A s a l w a y s , R C T C s t a f f i s a v a i l a b l e a s a
r e s o u r c e t o l o c a l a g e n c i e s w h e n n a v i g a t i n g t h e f e d e r a l p r o c e s s .
AGENDA ITEM 11
"
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 :
S e p t e m b e r 1 0 , 2 0 0 8
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 o f t h e W h o l e "
S h i r l e y M e d i n a , P r o g r a m m i n g a n d P l a n n i n g . M a n a g e r
T H R O U G H :
A n n e M a y e r , 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 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 - 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 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 O F T H E W H O L 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 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 ( M O U ) N o _ 0 4 - 7 2 - 0 0 2 - 0 1 ,
A m e n d m e n t N o _ 1 t o M O U N o _ M 2 3 - 0 0 2 , b e t w e e n t h e C o m m i s s i o n a n d
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 ) r e g a r d i n g 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 ) ;
2 ) A u t h o r i z e t h e E x e c u t i v e D i r e c t o r t o e x e c u t e _ t h e a m e n d 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 ; a n d
3 ) A p p r o v e t h e T U M F A d m i n i s t r a t i v e P l a n a m e n d m e n t _
B A C K G R O U N D I N F O R M A T I O N .
T h e 2 0 0 9 M e a s u r e A p r o g r a m r e q u i r e d e a c h a g e n c y t o p a r t i c i p a t e i n a T U M F
p r o g r a m . T h e W R C O G w a s d e s i g n a t e d a s t h e a d m i n i s t r a t o r o f t h e T U M F f u n d s a n d
r e s p o n s i b l e f o r 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 t h e T U M F Z o n e p r o g r a m ,
a n d t h e C o m m i s s i o n i s r e s p o n s i b l e f o r t h e T U M F R e g i o n a l A r t e r i a l p r o g r a m .
A d d i t i o n a l l y , t h e 2 0 0 9 M e a s u r e A 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 ( T I P ) s t a t e d
t h a t t h e f i r s t $ 4 0 0 m i l l i o n w o u l d b e m a d e a v a i l a b l e t o t h e C o m m i s s i o n t o e q u a l l y
f u n d t h e T U M F r e g i o n a l a r t e r i a l s y s t e m a n d t h e C o m m u n i t y E n v i r o n m e n t a l
T r a n s p o r t a t i o n A p p r o v a l P r o c e s s ( C E T A P ) c o r r i d o r s _
I n 2 0 0 3 , t h e C o m m i s s i o n a n d W R C O G e n t e r e d i n t o a M O U t o s p l i t t h e a r t e r i a l
r e v e n u e b e t w e e n b o t h a g e n c i e s i n a c c o r d a n c e w i t h t h e T U M F N e x u s S t u d y u n t i l
t h e 2 0 0 9 M e a s u r e A t o o k e f f e c t _ T h e a g r e e m e n t f u r t h e r s t i p u l a t e d t h a t i f u p o n
J u l y 1 , 2 0 0 9 t h e $ 4 0 0 m i l l i o n w a s n o t r e p a i d , . 1 0 0 % o f t h e T U M F f u n d s w o u l d
t h e n g o t o t h e C o m m i s s i o n u n t i l t h e $ 4 0 0 m i l l i o n w a s s a t i s f i e d _ G i v e n t h e c u r r e n t
e c o n o m i c c o n d i t i o n , t h e $ 4 0 0 m i l l i o n w i l l n o t b e p a i d t o t h e C o m m i s s i o n b y
J u l y 1 , 2 0 0 9 . I n o r d e r t o p r e v e n t a d i s r u p t i o n o f f u n d i n g f o r T U M F p r o j e c t s ,
A g e n d a I t e m 7 1 1
5 8
Commission andWRCOGstaff have met to discuss and resolve this issue_ As a
result, the Commission and WRCOG have agreed that the $400 million cap should
be lifted and the Commission would continue receiving an equal share of the TUMF
regional arterial revenue indefinitely_ Therefore, both -agencies will continue
administering TUMF programs; the Commission's Regional Arterial program and
WRCOG's Zone program. A TUMF Gatekeepers Committee will be established
consisting of elected leaders from both agencies_ The above agreements have
been reflected in the TUMF MOU amendment. The MOU amendment will replace
the July 10, 2003 MOU_
The TUMF Administrative Plan has also been amended to reflect the Commission's
role in administering the Regional Arterial program.. The plan also reflects how the
Commission and WRCOG committee structures will be coordinated so that
recommendations from respective committees will be included and forwarded to
each respective committee and board, including the TUMF Gatekeepers Committee.
Attachments:
1) TUMF MOU Amendment
2) TUMF Administrative Plan
Agenda Item 7H
59
"
A g r e e m e n t N o _ 0 4 - 7 2 - 0 0 2 - 0 1
R E V I S E D A N D R E S T A T E D
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
B E T W E E N 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
A N D 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
C L A R I F Y I N G T H E R E L A T I O N S H I P B E T W E E N M E A S U R E " A " A N D T U M F
T H I S R E V I S E D A N D R E S T A T E D 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 i s m a d e
a n d e f f e c t i v e t h i s d a y o f , 2 0 0 8 , b y a n d b e t w e e n 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 R C T C " } a n d 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 " ) _ R C T C a n d W R C O G a r e s o m e t i m e s c o l l e c t i v e l y r e f e r r e d
t o h e r e i n a s t h e " P A R T I E S " .
R E C I T A L S
A . O n M a y 8 , 2 0 0 2 , R C T C e n a c t e d O r d i n a n c e N o _ 0 2 - 0 0 1 f o r t h e p u r p o s e ,
a m o n g o t h e r s , o f i m p o s i n g a 0 . 5 % r e t a i l t r a n s a c t i o n s a n d u s e t a x ( M e a s u r e " A " ( 2 0 0 2 ) ) 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 s p e n t i n a c c o r d a n c e w i t h 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 t t a c h e d t o t h e O r d i n a n c e a s E x h i b i t " 1 3 " ( " T I P " ) . T h e c o l l e c t i o n o f M e a s u r e " A " ( 2 0 0 2 ) s a l e s
t a x e s s h a l t 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 M e a s u r e " A " s a l e s t a x o n o r a b o u t
A p r i l 2 0 0 9 .
B . O n N o v e m b e r 5 , 2 0 0 2 , a s u p e r m a j o r i t y o f R i v e r s i d e C o u n t y v o t e r s a p p r o v e d
M e a s u r e " A " ( 2 0 0 2 ) , i n c l u d i n g t h e T I P . B y i t s t e r m s , t h e T I P c o n d i t i o n e d t h e e x p e n d i t u r e o f
M e a s u r e " A " ( 2 0 0 2 ) r e v e n u e s i n c i t y a n d c o u n t y j u r i s d i c t i o n s w i t h t h e r e q u i r e m e n t , a m o n g
o t h e r t h i n g s , t h a t m a t c h i n g r e v e n u e s b e g e n e r a t e d w i t h i n s u c h j u r i s d i c t i o n s i n t h e f o r m o f a
" 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 " , o r " T U M F " .
C . W R C O G i s a j o i n t p o w e r s p u b l i c a g e n c y c o n s i s t i n g o f t h e C o u n t y o f R i v e r s i d e ,
f i f t e e n c i t i e s , a n d t w o r e g i o n a l w a t e r d i s t r i c t s s i t u a t e d i n t h e w e s t e r e n d o f R i v e r s i d e
C o u n t y . W R C O G d e v e l o p e d a T U M F o r d i n a n c e a n d A d m i n i s t r a t i v e P l a n t h a t w a s a d o p t e d
b y i t s m e m b e r a g e n c i e s b e t w e e n D e c e m b e r 2 0 0 3 a n d A p r i l 2 0 0 4 t h a t w o u l d s e r v e t o
i m p l e m e n t t h e T U M F _ T h e T U M F i s e x p e c t e d t o r e s u l t i n 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 n
W e s t e r R i v e r s i d e C o u n t y v a l u e d a t a b o u t $ 5 b i l t i o n , a n d t h e o r d i n a n c e d e s i g n a t e s
W R C O G a s t h e p r o g r a m a d m i n i s t r a t o r .
D . T h e T I P i n c l u d e s a r e q u i r e m e n t t h a t $ 4 0 0 m i l l i o n o f T U M F r e v e n u e s ( t h e
1 4 0 0 M i l l i o n T U M F R e q u i r e m e n t " ) b e t r a n s f e r r e d t o R C T C t o f u n d , e q u a l l y , t h e M e a s u r e
" A " ( 2 0 0 2 ) R e g i o n a l A r t e r i a l S y s t e m a n d t h e C E T A P C o r r i d o r s S y s t e m t h a t a r e i d e n t i f i e d a s
p a r t o f t h e R e g i o n a l S y s t e m o f H i g h w a y s a n d A r t e r i a l s .
t
6 0
E. Because the TUMF program was not finalized by the time Measure "A" (2002)
was approved by Riverside county voters, the details necessary to fully coordinate the two
revenue programs could not be worked out.
F. On July 10,:2003 WRCOG and RCTC entered into an MOU (the "Original
MOU") that established the process whereby the $400 Million would be transferred to .
RCTC. The agreement stipulated that after WRCOG deducted the administrative
component, the balance of the revenue would be allocated as follows: 48.1 % to RCTC for
the RCTC regional program, 48.1% for the WRCOG Zone program. and 3.8% for the
Riverside Transit Agency for regional transit projects: Further, the agreement stipulated that
if the $400 Million TUMF requirement was not satisfied by April 1, 2009 then all TUMF
revenues, excluding administrative cost, would be transferred to RCTC until the obligation
had been satisfied.
G. Between 2003 - 2007 both agencies adopted TUMF Transportation
Improvement Programs with significant funding commitments. In order not to disrupt
funding for existing project commitments both parties have agreed to revise the Original
MOU to assure that funding will be available to support the delivery of projects programmed
by WRCOG, RCTC and RTA.
H. WRCOG and ROTC have agreed to this Revised and Restated MOU for the
purpose of, among other things, of revising the Original MOU to 1.) delete the requirement in
the Original MOU that after April 2009 all TUMF revenues (excluding administrative costs)
be allocated to RCTC until the. $400 Million TUMF Requirement is satisfied; 2) remove the
$400 Minion cap on TUMF revenues to be allocated to RCTC under the TUMF program; and
3) to direct TUMF revenues (after deduction for administrative costs, transit funding and
MSHCP funding) equally to the WRCOG Zone program and RCTC Regional Arterial TUMF
Program.
I_ This Revised and Restated MOU supersedes the Original MOU as of April 30,
2009_ Prior to April 30, 2009, the Original MOU shall control.
MUTUAL UNDERSTANDINGS
NOW, THEREFORE, in consideration of the foregoing facts and mutual
understandings, the PARTIES wish to memorialize, by this Memorandum, the following
mutual understandings:'
1. Allocation of TUMF Revenues from October 1, 2008 thereafter. Pursuant
to Government Code Section 66000 et seq., WRCOG has prepared and periodically
updates at Nexus Study (the "Nexus Study") to support the imposition of the TUMF. The
Nexus Study will determine the percent allocation for each of the program components
under the TUMF. After the set aside of funds for Program Administration and the Multi
Species Habitat Conservation Plan ("MSHCP"), TUMF revenues shall be allocated for the
following purposes in accordance with the Nexus Study as follows:
2
•
•
61
"
a . R e g i o n a l t r a n s i t ; a n d
b _ E q u a l l y t o : 1 ) t h e R C T C R e g i o n a l M e n a i T U M F P r o g r a m c o n s i s t e n t
w i t h M e a s u r e " A " ( 2 0 0 2 ) a n d t h e T I P ; a n d 2 ) t h e W R C O G Z o n e
P r o g r a m , a s m o r e s p e c i f i c a l l y p r o v i d e d f o r i n t h e W R C O G T U M F
A d m i n i s t r a t i v e P l a n .
T h e a l l o c a t i o n o f r e v e n u e s s e t f o r t h i n t h i s S e c t i o n 1 s h a l l c o n t i n u e u n t i l t h i s R e v i s e d a n d
R e s t a t e d M O U i s m o d i f i e d o r a m e n d e d i n w r i t i n g b y t h e p a r t i e s a n d s h a l l n o t b e c a p p e d a t a
t o t a l o f $ 4 0 0 M i l l i o n .
2 . S a t i s f a c t i o n o f t h e $ 4 0 0 M i l l i o n T U M F R e q u i r e m e n t . W R C O G a n d R C T C
a g r e e t h a t t h e r e q u i r e m e n t s o f t h i s M O U s h a l l s a t i s f y t h e $ 4 0 0 M i l l i o n T U M F R e q u i r e m e n t
s e t f o r t h i n M e a s u r e " A " ( 2 0 0 2 ) .
3 . R C T C R e g i o n a l A r t e r i a l T U M F P r o g r a m _ T h e d e v e l o p m e n t a n d a p p r o v a l o f
t h e R C T C ' R e g i o n a l A r t e r i a l T U M F P r o g r a m o f p r o j e c t s a n d f u n d i n g p r i o r i t i e s w i l l b e t h r o u g h
t h e f o l l o w i n g i n t e g r a t e d R C T C / W R C O G p r o c e s s .
a . F o r t h e p u r p o s e o f d e v e l o p i n g a n d u p d a t i n g t h e R C T C R e g i o n a l A r t e r i a l
T U M F P r o g r a m , t h e w e s t e r n j u r i s d i c t i o n s o f t h e R C T C T A C w i l l b e
c o m b i n e d w i t h t h e W R C O G P u b l i c W o r k s C o m m i t t e e i n t o a s i n g l e
c o m m i t t e e k n o w n a s t h e T U M F P u b l i c W o r k s C o m m i t t e e ( T P W C ) . T h i s
C o m m i t t e e w i l l b e c o m p r i s e d o f t h e P u b l i c W o r k s D i r e c t o r s f r o m e a c h
c i t y i n w e s t e r n R i v e r s i d e C o u n t y a n d t h e T r a n s p o r t a t i o n D i r e c t o r f r o m
t h e C o u n t y o f R i v e r s i d e a n d w i l l m e e t o n a r e g u l a r b a s i s a c c o r d i n g t o
a n a d o p t e d s c h e d u l e _ T h e T P W C w i l l m a k e r e c o m m e n d a t i o n s
r e g a r d i n g t h e R C T C R e g i o n a l A r t e r i a l T U M F P r o g r a m t o t h e W R C O G
T A C a n d R C T C 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 . W R C O G 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 ( W R C O G T A C ) , c o m p r i s e d o f
t h e C i t y M a n a g e r s , C o u n t y E x e c u t i v e m a n a g e m e n t , G e n e r a l M a n a g e r s
f r o m t w o r e g i o n a l w a t e r d i s t r i c t s , a n d t h e E x e c u t i v e D i r e c t o r o f M a r c h
J P A m e e t s r e g u l a r l y a c c o r d i n g t o a n a d o p t e d s c h e d u l e a n d w i l l r e v i e w
t h e T P W C r e c o m m e n d a t i o n s a n d f o r w a r d t h e r e c o m m e n d a t i o n s o n t h e
R C T C R e g i o n a l A r t e r i a l T U M F P r o g r a m w i t h a n y r e v i s i o n s t o t h e
W R C O G E x e c u t i v e C o m m i t t e e f o r a c t i o n .
c . R C T C 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 , c o m p r i s e d o f R C T C
C o m m i s s i o n e r s , m e e t s m o n t h l y a c c o r d i n g t o a n a d o p t e d s c h e d u l e a n d
w i l l r e v i e w t h e R C T C R e g i o n a l A r t e r i a l T U M F P r o g r a m a l o n g w i t h t h e
T P W C r e c o m m e n d a t i o n s a n d a n y a d d i t i o n a l r e c o m m e n d a t i o n s f r o m t h e
W R C O G T A C a n d f o r w a r d t h e i r r e c o m m e n d a t i o n t o t h e f u l l R C T C
B o a r d f o r a c t i o n .
3
6 2
d. WRCOG Executive Committee will review the RCTC Regional Arterial
TUMF Program along with the WRCOG TAC recommendations and
any additional informationfrom the RCTC Budget and Implementation
Committee and forward their recommendations to the RCTC Board_
The RCTC Board of Commissioners shall be presented with the
proposed RCTC Regional Arterial TUMF Program along with any
concerns raised by any of the RCTC or WRCOG Committees described
above. If the Board of Commissioners desires: to make any changes to
the Program, the RCTC. Regional Arterial Program shall be referred to
the Coordinating Committee for resolution and approval.
It is intended that steps a — e will be accomplished within a 30 flay meeting cycle_ This.
process is designed to move quickly and build better consensus for the two agencies for
project delivery. In the event that approval of the RCTC Regional Arterial TUMF Program
is not achieved within 90 days of presentation of the matter to the TUMF Public Works
Committee, the Program shall be returned to the RCTC Board for final consideration and
approval, or redirection to the appropriate committee. In such cases, the action of the
RCTC Board of Commissions shall be final and not subject to further review under this
MOU.
4_ CETAP Corridors as TUMF Improvements_ TUMF revenues shall not be
used to develop new CETAP corridors that are not also designated on the Regional System
of Highways and Arterials as established in the TUMF Nexus Study.
5_ RCTC's Expenditure of TUMF Revenues. Accounting and expenditure of
TUMF revenues shall be in conformance with the Nexus Study, the Administrative Plan and
applicable state laws, including Government Code Sections 66000 et seq.
6. Allocation of Unclaimed Measure "A" (2002) Local Streets and Roads
Funds. Section 5.D. of the "General Provisions of the Transportation Improvement Plan" of
the TIP establishes the method for allocating Local Streets and Roads Funds of agencies
not participafing in the TUMF. RCTC agrees that in allocating such funds, that it will
consider, among. other things_
a. The zones created by WRCOG for the TUMF.
b. The allocation to Regional Arterial improvements so as to allow the
timely use of such funds_
7. Establishment of a Coordinating Committee. There is hereby established a
six -member "Measure"A"/TUMF Policy Coordinating Committee", consisting of the
Chairperson, Vice -Chairperson and the Second Vice Chairperson of RCTC, and the
Chairperson, Vice -Chairperson and Second Vice Chairperson of the WRCOG Executive
Committee_ The Policy Coordinating Committee shall meet as necessary for the purpose of
4
•
63
coordinating the allocation and expenditure of TIME and Measure "A" revenues or review
the RCTC Regional Arterial TUMF Program as described herein. If any of the above listed
positions at WRCOG or RCTC are vacant, the Chair of the respective agency may appoint a
temporary member.
8. Amendment_ This Memorandum of Understanding may be amended in
writing by mutual agreement of the PARTIES.
IN WITNESS WHEREOF, the Parties have caused this Amendment to be signed as
of the date first above written.
RIVERSIDE COUNTY WESTERN RIVERSIDE COUNCIL
TRANSPORTATION COMMISSION OF GOVERNMENTS
By: By:
Jeff Stone, Chairperson Jeff Stone, Chairperson
Reviewed and Recommended Reviewed and Recommended
for approval: for approval:
By: By:
Anne Mayer, Executive Director Rick Bishop, Executive Director
5
64
"
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
A D M I N I S T R A T I V E P L A N
R e v i s e d A u g u s t 4 , 2 0 0 8
T U M F
W R ' C O G
P R E P A R E D B Y 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
R I V E R S I D E C O U N T Y A D M I N I S T R A T I V E C E N T E R A N N E X
4 0 8 0 L E M O N S T R E E T , 3 R D F L O O R , M S 1 0 3 2
R I V E R S I D E , C A L I F O R N I A , 9 2 5 0 1 - 3 6 0 9
P H O N E ( 9 5 1 ) 9 5 5 - 7 9 8 5
F A X ( 9 5 1 ) 7 8 7 - 7 9 9 1
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 d m i n i s t r a t i v e P l a n f o r t h e
6 5
"
W e s t e r n 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 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 a b l e o f C o n t e n t s
P r e a m b l e
I . P u r p o s e
I I . A u t h o r i t y
I I I _ I m p o s i t i o n o f a n d P a r t i c i p a t i o n i n t h e T U M F P r o g r a m
I V . A l l o c a t i o n o f F u n d s
V . A d m i n i s t r a t i o n o f P l a n s
V I . A d m i n i s t r a t i o n o f C r e d i t s
V I I _ A d m i n i s t r a t i o n o f R e i m b u r s e m e n t s
V I I I . A d m i n i s t r a t i v e R e s p o n s i b i l i t i e s
I X . A d m i n i s t r a t i v e C o s t s
X . A p p e a l s
X ! _ A r b i t r a t i o n
X I I . T U M F P r o g r a m A m e n d m e n t s
X I I I _ C E Q A
A d m i : i s f r a d v e P l a n ( A d a p t e d ) C 8 0 4 0 1 1 D O C
6 6
4-7
Exhibits:
A. Decision Making Process
B. TUMF Credit/Reimbursement Eligibility Process
C. Guidelines for the Administratiori of the Programming projects for the Zone
Five Year Transportation Improvement Programs
ET‘SharedkLupeWRCOG TUMF Admini-ralive Plan lAclopfed) 080408.00C;
•
•
67
Administrative Plan for the
Western Riverside County Transportation Uniform Mitigation Fee
f TUMFI Program
Preamble
Future development within Western Riverside County will result in traffic volumes exceeding the
capacity of the Regional System of Highways and Arterials (RSHA or Regional System) as it
presently exists_ The Regional System needs to be expanded to accommodate anticipated
future growth; current funds are inadequate to construct the Regional System needed to avoid
the unacceptable levels of traffic congestion and related adverse impacts_
The TUMF Program will provide significant additional funds from new development to make
improvements to the Regional System, complementing funds generated by Measure A and the
Reauthorized Measure A, local transportation fee programs, and other potential funding
sources_ By establishing a fee on new development in the sub -region, local agencies can
establish a mechanism by which developers will effectively contribute their "fair share" toward
sustaining the regional transportation system_ This is a twenty-year program and will be
influenced by a variety of market factors that could cause a shortfall or surplus in the revenue
projections_ The TUMF Program shall be reviewed at fewer than five-year intervals to ensure
the integrity of the program .with the first review occurring in June of 2005_ The program is not
designed to be the only source of revenue to construct the identified facilities, and it will be
necessary for matching funds from a variety of available sources to be provided_
It is the intent that TUMF requirements may be met by paying cash, building eligible facilities or
through public financing, suds as Community Facility Districts and Assessment Districts, or
private financing vehicles consistent with local jurisdiction policies_
General TUMF Program parameters, definitions and procedures are described in the TUMF
Program Ordnance adopted by participating Western Riverside County jurisdictions. The `
Western Riverside Council of Governments (WRCOG) is designated as the TUMF Program
Administrator, and as such will work closely with member jurisdictions, the Riverside County
Transportation Commission, and the Riverside Transit Agency to coordinate transportation
expenditure programs to maximize the effectiveness of future transportation investments_ The
Program Administrator, WRCOG, agrees to indemnify, defend and hold harmless any TUMF
Program participant, and its respective agents, officers, members, officials, employees, and
attomeys, whose TUMF Ordinance is challenged in court, from and against all claims, liabilities,
damages, or costs of any kind whatsoever, including attorneys' fees and court costs; provided,
however, that such indemnity and defense shall not extend or apply to challenges alleging
procedural defects in the adoption of the TUMF Ordinance_
"TUMF Administrative Plan" means the Administrative Plan for the Western Riverside County
TUMF Program prepared by WRCOG dated March 24, 2003, in substantially the form approved
by the WRCOG Executive Committee on April 7, 2003, as may be amended from time to time,
provided that; any material amendments to the TUMF Administrative Plan shall be approved by
WRCOG Executive Committee."
This Administrative Plan serves as the guideline to implement the TUMF Program and will be
amended as needed to address changing conditions over the life of the program_
r :' .harsjatu e%1NRCOG T1J 4F ?��j.=llt': tf".-'=ye la (Adopted? 080408.DOC 4
68
1_ Purpose - The Purpose of this Administrative Plan is to provide those jurisdictions anel
agencies that am participants in TUMF Program with guidelines and policies for
implementation of the TUMF Program. This Administrative Plan specifies implementation
and responsibilities for the TUMF Program.
TUMF Program funds may only be used for capital expenditures associated with the
Regional System of Highways and Arterials and for capital expenditures for transit
system improvements consistent with the TUMF Nexus Study. These purposes include
expenditures for the planning, environmental review, engineering and design costs, right
of way acquisition; and administrative costs.
II. Authority - The TUMF Program applies to those jurisdictions in Western Riverside .
County (County of Riverside and the Cities of Banning, Beaumont, Calimesa, Canyon
Lake, Corona, Hemet, take Elsinore, Moreno Valley, Mur ieta, Norco, Perris, Riverside,
San Jacinto, Temecula, Wildomar and the March JPA) that have adopted and are
implementing_ the TUMF Program Ordinance, The TUMF Program has been developed
pursuant to and consistent with authority provided in the requirements of California
Government Code Chapter 5 Section 66000-66008 Fees for Development Projects (also
known as California Assembly Bill 1600 (AB 1600 or the Mitigation Fee Act) which.
governs the assessment of development impact fees in California_ The Mitigation Fee
Act requires that all local agencies in California, including cities, counties, and special
districts follow two basic rules when instituting impact fees as follows:
A. Establish a nexus or reasonable relationship between the development impact
fee's use and the type of project for which the fee is required;
B. The fee must not exceed the project's proportional "fair share" of the proposed
improvement and cannot be used to correct current problems onto make
improvements for existing development_
III imposition of and Participation in the TUMF Program - Participating jurisdictions in
Western Riverside County are responsible for collecting the fees on new development
within their jurisdictions. To be considered a participant in the TUMF Program a
jurisdiction must have an effective date for the TUMF Ordinance of no later than June 1,
2003 and adopt any amendment of the TUMF Ordinance within ninety (90) days of
approval by the WRCOG Executive Committee unless otherwise. directed by the
WRCOG Executive Committee_ The local jurisdictions must adopt the Model TUMF
Ordinance and any amendments as prepared by WRCOG staff and approved by the
WRCOG Executive Committee_ Participating jurisdictions shall not modify the Model
TUMF Ordinance, except to meet local municipal codes and references. Further, in order
to be considered a participating jurisdiction, local jurisdictions shall collect the full TUMF
and transmit the fee to WRCOG as provided herein.
Those jurisdictions that have ordinances with an effective date after June 1, 2003 or opt
out of the TUMF Program and decide to participate at a later date must remit to
WRCOG the amount of TUMF Program fees for new development that were not
collected by the jurisdiction. In order to verify the amount of revenue that would have
been collected during the period in which a jurisdiction did not participate, said
jurisdiction shall provide WRCOG with an annual report of building permit activity by the
land uses identified in the Nexus Study. The remittance of the fee can be accomplished
. either in a lump sum or through a separate MOU with WRCOG with a repayment
schedule. Those jurisdictions that are not considered participants in the TUMF Program
t=_ Sha;s,i;ttipe ViRCOO'r=JMF Adminiaratre Plan (Adopted; t78040&.DOC - rj
69
shall not be eligible to participate in the. TUMF Program or the decision -making
processes as more fully described in this document
Non -participating jurisdictions will be ineligible to vote on any TUMF Program item and to
receive their share of an estimated $970 million in local streets and Toads hinds that will
be allocated from the Reauthorized Measure A
A. Expir-ation Of Building Permits - If a building permit should expire, is revoked,
or is voluntarily surrendered and is, therefore voided and no construction or
improvement of land or construction has commenced, then the applicant is
entitled to a refund of the TUMF (Fee) collected which was paid as a condition of
approval, less administration.. The fee payer shall submit an application for a
refund to the local jurisdiction who will forward it to WRCOG for processing.
The applicant must pay the appropriate TUMF in full if he reapplies for the permit.
If a development project is partially under construction at the time of the effective
date of the TUMF Ordinance, the TUMF shall be paid only on that portion of the
development for which a building pem it is next issued.
B. Calculation of the TUMF - Each participating jurisdiction shall calculate and
collect the TUMF for projects as outlined in the Fee Calculation Handbook_ For
residential, the fee is based on the number of units and for non-residential the fee
is based on the square footage. This method of calculation may be different from
how the local development impact fee is determined.
The TUMF shall be calculated using the most current fee schedule in effect at the
time the fee is due. Participating jurisdictions are prohibited from freezing TUMF
by such means as "locking" a fee rate by paying a deposit or a portion of the fee
prior to the date the fee is due or by entering into a Development Agreement or
other agreement with a developer that freezes the fee at a certain level
Partial Payments or Deposits: WRCOG discourages the use of deposits: and
partial payments as it will create additional reporting requirements for the
jurisdictions and may give the developer the impression that the fees are not
subject to change. However, if a jurisdiction allows for deposits or partial
payments, it will transmit the partial payment/deposit to WRCOG in accordance
with the TUMF ordinance along with a remittance report_ to the variance column
of the Remittance report, the jurisdiction shall indicate that the fee collected isa:
portion of the total due: Wben the balance is paid, the jurisdiction will calculate
the total fee for the project based on the TUMF fee schedule in place at the time
the balance is paid and deduct the partial payment against the total. The
balance will be transmitted in accordance with the TUMF ordinance and this
Administrative Plan. The variance column of the Remittance report shall indicate
that the balance is paid If there is a fee adjustment between the deposit/partial
payment and the payment of the balance, the fee which is required to be paid will.
be based on the most current TUMF fee schedule.
C. March Joint Powers Authority - The March Joint Powers Authority (JPA) has
land use authority and will need to adopt the TUMF Program in the same manner
as the cities and county: The March JPA will not have a separate vote at the
WRCOG Executive Committee as it has representation by elected officials from
the County of Riverside and cities of Riverside, Moreno Valley and Perris. The
H:j.SharedlupeksiV?COO?UMFAd..fniairaevePtaa(Asap(' )oi3,34o8.Doc
70
Executive Director of the March JPA shall be a voting member of the WRCOG
TAC for TUMF Program items only.
IV. Allocation of Funds — After administrative costs are allocated as specified in Section IX
herein, TUMF funds shalt be distributed in accordance with WRCOG Executive
Committee actions, the Nexus Study, this Administrative Plan and any future
amendments thereto
A. /location to Regional Transit Improvements - Of the TUMF funds received
by WRCOG, 2.6% shall be allocated to the Riverside Transit Agency for making
regional transit improvements.
Allocation to Regionally Significant Transportation Improvements - Of the
TUMF funds received by WRCOG, 48.7% shall be allocated to the Riverside
County Transportation Commission (RCTC) forprogramming improvements to
the arterials of regional significance on the Regional System of Highways and
Arterials_
C. Allocation to Zones - Of the TUMF funds received by WRCOG, 48.7% shall be
allocated to the five Zones for programming improvements to the Regional
System of Highways and Arterials as determined by the respective Zone
Committees_ The amount of TUMF funds allocated to. each Zone shall be
proportionate to the amount of TUMF revenue generated from the zone_
V. Administration of the Plan - WRCOG shall administer the TUMF Program as
described in the enabling Ordinance adopted by participating jurisdictions and further
defined in this Administrative Plan_
VI. Administration of Credits - Each jurisdiction shall be responsible for the administration
of TUMF credit agreements_ Each jurisdiction shall transmit all TUMF credit agreements
to WRCOG within 60 days of execution by that jurisdiction. WRCOG may administer
credit agreements upon written request from that jurisdiction. The credit agreements
shall be in accordance with the following
A. Developer Credits - If a developer constricts improvements identified on the
RSHA, the developer shall receive credit for all costs associated with the
improvements based on approved unit cost assumptions for the RSHA. Typically,
major infrastructure, such as rail grade separations, interchanges, transit
projects, etc., is constructed by the local jurisdiction rather than the developer,
and involves multiple parties, as such; this section makes the distinction between
credit agreements for major infrastructure and the standard arterial
improvements_
The amount of the development fee credit shall not exceed the maximum amount
determined by the most current unit cost assumptions for the RSHA, or actual
costs, whichever is less_ This shall be known as the maximum TUMF credit.
The maximum TUMF credit shall be determined based on approved
Improvement Plans and after Conditions of Approval have been determined. The
maximum TUMF credit shall identify, at a minimum, the facility, the dimensions of
the facility, the number of lanes, and applicable unit costs components as
identified in Appendix F in the adopted Nexus Study_ The credit /reimbursement
eligibility process is outlined in Exhibit "B" of this document_
t=:taltaredImpeWRCOG PJFdF Administrative plan (Adopted` CiK408.00C 7
71
Any improvement made to the RSHA that is obligated through an existing fee
district (prier to June 1, 2003) shalt not be eligible for TUMF credit_
Should it be determined that a jurisdiction granted credits exceeding the
maximum TUMF credit, that jurisdiction shaU provide WRCOG payment in the
amount equal to the excess credit amount.
1_ Credits - Prior to receiving any credit, a written credit agreement shall be
executed between the jurisdiction or and the developer_
2. Credit for Right of Way (ROW) Dedication — A developer may receive
credit for dedication of ROW for RSHA improvements_ This section
addresses the crediting of ROW dedications which are not part of
construction projects_ The ROW component in the current Nexus Study
determines the maximum share of credit available_ An appraisal is
required to determine the value of the ROW being dedicated_ The
appraisal of the ROW is determined by one of the following methods:
a. The developer provides to the jurisdiction a current appraisal (no
more than two years old), of the ROW to be dedicated. The
jurisdiction reviews it and determines if the appraisal is valid and
acceptable. or
b_ The developer accepts the appraisal of the jurisdiction_
B. Local Development Impact Fees and other funding programs - The local
jurisdiction shall compare facilities in local fee programs against the RSHA and
eliminate any overlap in its local fee program.
1. New Financing Districts and Bond Issues:
For a financing district created or bonds or other evidence of
indebtedness issued on or after June 1, 2003, the local jurisdiction.may
allow a property owner, in lieu of the payment of the TUMF, to participate
in such a financing district for the following facilities: (i) a Regionally
Significant Transportation Improvement, as defined as those facilities that
typically are, proposed to have six lanes at build out and extend between
multiple jurisdictions, or discrete useable segment thereof, as determined
by WRCOG,. (ii) any interchange on an interstate or state highway with an
estimated construction cost of fifteen million dollars ($15,000,000) or
more, (iii) any railroad crossing with an estimated construction cost of
more than ten million dollars ($10,000,000), and (iv) any bridge located
on a regionally significant arterial as defined in (i) of this section.
1. Prior to excusing payment under this Section VI.B__ the local
jurisdiction must do both of the following:
(a) Sell bonds in an amount sufficient to construct the
improvement for which the financing district is created; and
Receive written approval from the WRCOG Executive
Director, or designee.
In the event that a local jurisdiction is unable to satisfy the
(b)
(c)
F tShare4tvpe .YRCQG TUMF Adrdristrarve Ptar (Adopted) 080408.00C $
72
requirements of section I (a), above, the local jurisdiction
may sfill excuse the payment of bonds if the local
jurisdiction enters into an agreement with WRCOG in
which it commits to pay the full amount of any excused
Fee, plus interest at the average rate e.amecl by WRCOG
over the past twelve months, in the event that the bonds.
maybe extendedup to an additional S years with the
approval of the WRCOG Executive Committee.
2 if a local jurisdiction proposes to excuse payment of the TUMF as
provided in this Section VI.B, then the jurisdiction shall provide
WRCOG reasonable information to account for the credit.
3. if payment is excused as provided in this Section VI.B, then the
jurisdiction shall be responsible for construction of the
improvements and those improvements shall not be eligible for
TUMF Program prioritization or funding.
4. As used in this section, a financing district means a. community
facilities district, a local road and bridge district, or an assessment
district.
5. Where there is an existing financing district or an existing fee
program established prior to June 1, 2003, with bonded
indebtedness, then the local jurisdiction may excuse payment of
the TUMF for that portion of the facility identified' in troth programs.
Notwithstanding the previous sentence,. a local jurisdiction shalt
not excuse fee payment for any facilities for which bonds have
been issued after February 4, 2008, regardless of when the
financing district was first created.
6. Any dispute regarding this implementation of this Section VI.B.
may be appealed by the local jurisdiction to the WRCOG
Executive Committee for a final determination_
7_ This Section VI.B is not intended to impact the administration of
credits under Section VITA. of the Administrative Plan.
C. Use of Credit by Developer— Any TUMF credit shall be used first by
developer to offset any obligation of the developer to pay TUMF impact fees of
the same development project.
- Credits may not be transferred or sold to other development projects.
- Developers must exhaust all credits before they are eligible for reimbursements_
- Credits shall run withh the sale of the land.
VII_ Administration; of Reimbursements - Local jurisdictions/agencies and developers are
eligible for reimbursement for construction of TUMF facilities. The processes for both
are different and are described below_
1_ Developer Reimbursements: Each jurisdiction shall be responsible for the
administration of reimbursement agreements_ WRCOG may administer
reimbursement agreements upon written request from the jurisdiction-
1-1: S ."e ac rJMF Admiri>trave Plar< Odoptea; 08 ?ca.DOC
73
Should the developer construct RSHA improvements in excess of the TUMF
obligation the developer may be reimbursed based on actual costs or the
approved unit cost assumptions, whichever is less at the time of the agreement
A development that is exempt from paying the TUMF is not eligible for a
reimbursement. Reimbursements shalt be made through an agreement between
the developer, and the local jurisdiction, and contingent upon funds being
available. , in aN cases reimbursements under such agreements must coincide
with construction of the transportation improvements as scheduled in the five
year Transportation Improvement Program (TIP) adopted annually by WRCOG.
The developer may enter into a reimbursement agreement with the jurisdiction to
reimburse the developer/owner for the direct and verifiable costs of constructing
improvements to the RSHA when all of the following conditions are met:
a. All available credits are exhausted;
b. The improvements received prior approval from the jurisdiction and
WRCOG based on the review of the TUMFproject priority list;
c_ The jurisdiction and WRCOG have reviewed and approved the scope of
the project to be constructed.
In no event shall the developer be reimbursed for improvements to the RSHA in
excess of the most current approved unit cost assumptions for the TUMF at the
time of the agreement_
2. Local Jurisdictions/Agencies: Local jurisdictions are exempt from paying
TUMF as such there are no credits given for projects constructed by a local
jurisdiction, however the contribution to the RSHA maybe considerable. In such
cases where a local jurisdiction constructs TUMF facilities it is eligible for
reimbursement up to the maximum share identified in the Nexus Study or actual
cost whichever is less, in accordance with the prioritization schedule in the
adopted Transportation Improvement Plan.
Local jurisdictions are required to enter into a reimbursement agreement with
WRCOG in order to be eligible to receive TUMF revenue_
VIII. Administrative Responsibilities
A. Program Administration - As set forth in Section II above, WRCOG is
designated as the TUMF Program Administrator. As Administrator, WRCOG will
receive all fees generated from the TUMF as collected by local jurisdictions.
WRCOG shall invest, account for and expend such fees in accordance with the
TUMF Ordinance and applicable state laws..
For jurisdictions that are not participating in the TUMF Program, the
representative for that jurisdiction shah not be eligible to vote on any matter
related to the TUMF Program that goes before the WRCOG TAC and WRCOG
Executive Committee_
1. The WRCOG Executive Director - Reporting to the WRCOG Executive
Committee, the Executive Director shall be responsible for the following
TUMF Program activities_
liAShared'sLupe`WRCOG TUMF Adrpnutra v-e Plan (Adapted) 080408DO
74
10
a. Administration of the TUMF Program, including development of
credit and reimbursement agreements, fee collection process and
processing Program appeals:
b. An independent fiscal audit conducted to report on the evidence
that the expenditure of funds collected is itt accordance with the
Mitigation Fee Act The audit shall be presented to the WRCOG
Executive Committee and made available to the public. -
c_ Establishment and management of the `TUMF Program Trust
Fund" for the purposes of depositing TUMF revenues and income
interest earned on Trust Fund deposits;
d. Preparation of an Annual Report for consideration by the WRCOG
Executive Committee detailing the status of the TUMF Program
including but not limited to fees collected and disseminated,
capital projects planned for, prioritized, and built, reimbursement
and credit agreements, appeals, and recommendations for TUMF
Program adjustments;
e_ Preparation of periodic comprehensive TUMF program review '
reports that provide, in concert with requirements of the California .
Mitigation Fee Act, an analysis of the TUMF Program, including
review of the various Nexus Study inputs and assumptions, and
preparation of recommendations on potential TUMF Program
revisions for consideration by the WRCOG Executive Committee.
Such
reports may include, but are not limited to recommended fee
adjustments based on changes in the facilities required to be
constructed, and revenues received pursuant to the Ordinance;
f_ Preparation of technical studies/analysis required to select and
prioritize Regionally Significant Arterial projects;
g. Development of a 10-year Strategic Plan that identifies long term
planning goals and objectives for implementation of the TUMF
Program;
h. Development of a five year TIP that identifies projects that are
scheduled and funded for construction over a specified period of
time and is reviewed on an annual basis;
i_ Staff support to and coordination with each of the TUMF Zone
Committees as necessary;
j_ Other related activities as directed by the WRCOG Executive
Committee_
k. Approve Zone and RTA TIP Administrative Amendments;
I_ Execute att Amendments to TUMF reimbursement agreements.
2. The WRCOG Executive Committee - The WRCOG Executive
Committee shall be responsible for reviewing and acting on
recommendations for project selection and prioritization -of the Regionally
Significant Arterials, 10-year Strategic Plan, and the TIP. The WRCOG
Executive Committee shall review and consider recommendations on
projects from the Public Works Committee and WRCOG TAG. The
WRCOG Executive Committee shall also be responsible for approval of
the TUMF Program Administrative Plan and any subsequent
amendments thereto. From time to time, the WRCOG Executive
Committee shall recommend changes to the Ordinance for consideration
by participating jurisdictions.
•
H haredki_uvekViRCOG UMW Administrative Plan (Adopted) 080408.DOC
75
11
.E
In developing recommendations on Regionally Significant Arterials for
consideration by the WRCOG Executive Committee, WRCOG staff and
the Committee structure shall work with RCTC to coordinate compatibility
with Measure A project priorities and schedules of area transportation
improvements. WRCOG staff and the WRCOG Executive Committee
shall also work with WRCOG jurisdictions and each Zone. Committee for
the same purposes_
For jurisdictions that are not participating in the TUMF Program, the
WRCOG Executive Committee representative for that jurisdiction shall not
be eligible to vote on any matter related to the TUMF that goes before the
WRCOG Executive Committee.
3. The WRCOG Technical Advisory Committee (TAC) - The WRCOG
TAC shall review the technical documents and recommendations. for
Regionally Significant Arterials developed by the Public Works Committee
and other committees that may be convened by the WRCOG Exectitive
Committee. The WRCOG TAC shall forward any recommendations to
the WRCOG Executive Committee for its consideration_ The WRCOG
TAC shall also provide additional assistance to the TUMF Program as
requested by the WRCOG Executive Committee. For jurisdictions that
are not participating in the TUMF Program, the WRCOG TAC
representative for that jurisdiction shall not be eligible to vote on any
matter related to the TUMF Program that goes before the WRCOG
Executive Committee_
4_ The Public Works Committee/lUMF PWC (PWC) - The PWC shall be
comprised of the Public Works Director or designee from each
participating jurisdiction of WRCOG, RCTC, RTA and WRCOG and shall
be responsible for the following:
a. Developing objective criteria for project selection and prioritization
including but not limited to the following factors: traffic safety
issues potentially created by growth, regional significance,
availability of matching funds, mitigation of congestion created by
new development, system continuity, geographic balance, project
readiness, and completed projects with reimbursement
agreements;
b_ Providing additional assistance to the TUMF Program as
requested by the WRCOG Executive Committee, RCTC and/or
the WRCOG TAC;
c. Preparing the 10 year Strategic Plan;
d. Preparing the five year TIP which will be reviewed annually and
amended every two years;.
e Review and recommend the RCTC Regional Arterial TUMF
Program of Projects; to the WRCOG TAC,:WRCOG Executive
Committee and RCTC;
f_ Select a lead agency for each of the projects in the TIP;
g. Review Annual Report prepared by WRCOG;
h_ Review and revise the RSHA as may be necessary (at a minimum
every 5 years);
i. Review and revise Unit Cost Assumptions to the RSHA as may be
necessary (at a minimum every 5.years);
h kSha-ed LupONRGO:; TUMF AJ�inistra ve star: (Adopted) c8c4os DOC 12
76
13. Regional Arterial Administration - RCTC through an MOU with WRCOG
(effective October 1, 2008) is the responsible agency for programming and
delivering the Regionally Significant Arterials as defined in the Nexus Study. .
WRCOG and RCTC have established a committee structure that incorporates
the Public Works Directors, City Manager and WRCOG Executive Committee
and the RCTC Board for the development, review and approval- of the Regional
Arterial TUMF Program of projects.
1. The RCTC Executive Director- Reporting to the RCTC, the Executive
Director shall be responsible for the following TUMF Program activities:
a_ Establishment and management of the "TUMF Program Trust
Fund for the purposes of depositing TUMF revenues and income
interest earned on Trust Fund deposits;
b: Development of the RCTC Regional Arterial TUMF Program that
identifies projects that are scheduled and funded for construction
over a specified period of time and is reviewed on an annual.
basis;
c. Staff support to and coordination with the TUMF Committees as
necessary;
d. Other related activities as directed by the RCTC Board.
2. The RCTC Board - The RCTC Board shall be responsible for reviewing
and acting on recommendations for project selection and prioritization of
the RCTC Regional Arterial TUMF Program_ The RCTC Board shall
review and consider recommendations on projects from the TUMF Public
Works Committee, WRCOG TAC and WRCOG Executive Committee.
C. Zone Administration - Each Zone shall establish a committee structure, similar
to the one outlined in Exhibit A, for the purpose of developing a Transportation
Improvement Plan (TIP) consistent with the Strategic Plan for the project
prioritization scheduling, and construction of zonal RSHA projects using. TUMF
funds returned to each zone. Each zone shall also be responsible for selecting a
lead agency for each project listed in the TIP. All zones shaft approve their TIP
by consensus and forward their recommendations to WRCOG for review and
approval to ensure compatibility with the intent of the 10 year Strategic Plan.
Zone dollars are to be allocated by the Zone Committee only and can not be
utilized or borrowed for projects located outside the zone unless such projects
are: 1) proposed and approved by the Zone Committee and 2) it is consistent
with the Nexus Study. In furtherance of this Section VIII.B; each Zone shall
abide by the Guidelines set forth in Exhibit "C"_
The Riverside County Transportation improvement Plan approved by Riverside
County voters on November 5, 2002 states "Funding which is not allocated to a
city or county because it is not a participant in the TUMF Program in the
Coachella Valley area and the TUMFand MSHCP in the Western County area
shall be allocated to the Regional Arterial Program in the geographic area in
which the city or portion of the county is located".
Each City and a portion of the unincorporated area of Riverside County are
assigned to each of the zones_ The five Zones are as follows:
•
F:eShara,tlopelWRCOG TUMF Administrative Flan,- tAdap!ed) 08040813 C
77
13
t. Northwest Zone —The Cities of Riverside, Corona, Norco and the County of
Riverside, March JPA;
2. Southwest Zone — The Cities of Temecula, Lake Elsinore, Murrieta, Canyon
Lake, Wr7domar and the County of Riverside;
3. Central Zone — The Cities of Moreno Valley and Perris, and the County of
Riverside, March JPA;
4_ Pass Zone - The Cities of Banning, Beaumont; Calimesa, and the County of
Riverside;
5. Hemet/San Jacinto Zone — The Cities of Hemet and San Jacinto and the
County of Riverside.
D. Local Administration - As described in the TUMF Ordinance, participating
jurisdictions are responsible for collecting the TUMF. fees collected and a'
corresponding Remittance Report are required to be transmitted to the Ecectitive
Director of WRCOG. In accordance with the TUMF Ordinance and the Mitigation
Fee Act, WRCOG. will deposit, investment, account and expend the transmitted
fees. Participating jurisdictions are required to transmit reports as set forth below
to WRCOG which shall include, but not be limited to the following information
regarding the TUMF Program status.
1. Monthly Remittance Reports - Participating jurisdictions are required to
submit the standard Remittance Report to WRCOG by the close of the
month for the previous month's activity, for example; Junes Remittance
report is due August 1. The report willcontain information necessary for
WRCOG to determine the total amount of fees collected within each fee
category as it relates to the number of building permits, certificates of
occupancy, or final inspections issued during the same period of time_
Remittance reports are required even when no fees have been collected,
provided building permits or certificates of occupancy have been issued.
In addition the participatng jurisdiction shall provide WRCOG the
following information: the name of the developer or payee, project
address, APN, total square feet, credits issued, and such other
information as requested by WRCOG. This information will assist
WRCOG in tracking new development, total revenue received and
revenue projections for purposes of program audits and program updates..
2. Remittance Delays - If a participating jurisdiction does not transmit the
fee,, along with a corresponding Remittance Report by the close of the
month for the previous month in which fees were collected, the following.
fiscal policy shalt be applied:
On the first working day after the close of the month WRCOG staff wilt
notify; in writing, the delinquent jurisdiction of the delinquency and request
that said jurisdiction remit by the fifteenth (15t), the fees and the required
Remittance Report;
If fees and Remittance Report have not been received, by the forty-fifth
(45t) day, WRCOG staff will invoice the jurisdiction for the approximate
F =-Sita-edlimpekW SCOS UMW Administrat.e Plan (Adopted) 080408-DOC 14
78
amount owed plus interest and penalties from the first day of the month
following the closing of the month being reported;
VVRCOG staff wilt continue this notification until sixty (60) days after the
dose of the month. At which time, WRCOG will determine if an audit is
necessary of the jurisdiction's TUMF account, general ledger and any
other financial data. if an audit is conducted, WRCOG will investigate the
amount owed and the cause of delay. Upon completion of the audit,
WRCOG staff shall make any recommendations to resolve any
outstanding issues: `
If an audit is required due to reporting and remittance irregularities, the
jurisdiction couldincur the cost of the audit.
E. Riverside Transit Agency (RTA) — In accordance with the Nexus Study 2.6% of
funds received will be made available to the RTA to make capital .facilities
improvements for transit purposes as identified in the Nexus Study. The RTA'
shall provide a report to the WRCOG Executive Committee each year, which has
been reviewed by the City Managers/County Executives and the technical
committees, detailing its expenditures of TUMF Program funds received, as well
as future commitments for transit facilifies using TUMF Programrevenues as
determined by the RTA Board of Directors.
IX. Administrative Costs_ The TUMF Ordinance authorizes WRCOG to expend funds
generated from TUMF that are necessary and reasonable to carry out its responsibilities_
The WRCOG Executive Committee adopted a series of policies that darify the
expenditure and retention of program funds for the Administration of the Program and
they are as follows:
1. WRCOG will budget no more than one percent (1 %) of the TUMF Program
revenue for administration salaries and benefits;
2_ Administration costs will be budgeted at whatever is reasonable and necessary,
but not to exceed four percent (4%) of the TUMF revenues (inclusive of the one
percent administrative salaries and benefit cap).
3. Beginning July 1, 2006, WRCOG shall take the administrative component from
the revenue collected based on the total fee obligation inclusive of executed
credit agreements..
4. Beginning July 1, 2006, all CFD's, SCIP and other financing mechanisms will pay
the maximum (4%) administrative component in cash to WRCOG_ When the
administrative component is 1F` S than 4% then the surplus revenue will be
allocated in accordance to their adopted percentages to the Multi -species Habitat
Conservation Plan, RCTC, RTA and the Zones:
5 For refunds, whether it is because the project is no longer going forward or
expiration of building permits (where no construction has commenced), the
applicant is entitled to a refund I= the administrative component_
X_ Appeals. Appeals shall only be made in accordance with the provisions of this Section
X
A. Persons or Entities Who Having Standing to Appeal. No person or entity
shall have standing to avail themselves of this Section X, except those persons
or individuals who are responsible for paying the TUMF and have an unresolved
appealable issue or matter_
i=_;-Slharadd apelVVRCOG PJMF ArirninMraNv Plan. (Adopted; 0,130408DOC 15
79
"
B . A p p e a l a b l e I s s u e s a n d M a t t e r s _ N o i s s u e o r m a t t e r s h a l t b e h e a r d o r r e v i e w e d
u n d e r t h i s S e c t i o n X u n l e s s t h e i s s u e o r m a t t e r i s a p p e a l a b l e . A n i s s u e o r m a t t e r
i s a p p e a l a b l e , i f a q u a l i f i e d p e r s o n o r e n t i t y . ( " A p p e l l a n t ) h a s a g o o d - f a i t h d i s p u t e
d i r e c t l y r e l a t e d t o A p p e l l a n t ' s P r o p e r t y ( ' T U M F D i s p u t e " ) r e g a r d i n g ( i ) t h e a m o u n t
o f A p p e l l a n t ' s T U M F o b l i g a t i o n ; ( i i ) t h e a d m i n i s t r a t i o n o f T U M F C r e d i t s ; ( i i i )
e x e m p t i o n o f A p p e l l a n t ' s p r o p e r t y , f r o m t h e T U M F P r o g r a m ; ( i v ) a d m i n i s t r a t i o n o f
T U M F r e i m b u r s e m e n t s ; o r ( v ) T U M F r e f u n d s .
C . A p p e a l P r o c e s s .
1 . I f a q u a l i f i e d p e r s o n o r e n t i t y h a s a T U M F D i s p u t e , h e o r s h e s h a l t f i r s t
a t t e m p t t o r e s o l v e t h e d i s p u t e i n f o r m a l l y w i t h t h e s t a f f o f t h e l o c a l
j u r i s d i c t i o n _ I f t h e T U M F D i s p u t e r e m a i n s u n r e s o l v e d a f t e r a r e a s o n a b l e
a t t e m p t t o a d d r e s s i t a t t h e l o c a l l e v e l . , t h e q u a l i f i e d p e r s o n o r e n t i t y m a y
s u b m i t a w r i t t e n a p p e a l t o t h e a p p r o p r i a t e d e p a r t m e n t o f t h e l o c a l
j u r i s d i c t i o n : T h e w r i t t e n a p p e a l s h a l l t h o r o u g h l y i d e n t i f y t h e T U M F '
D i s p u t e . I f t h e s t a f f o f t h e f o c a l j u r i s d i c t i o n d e t e r m i n e s t h e i s s u e o r m a t t e r
i s n o t a T U M F D i s p u t e , t h e w r i t t e n a p p e a l s h a l l b e r e j e c t e d . S t a f f ' s
d e c i s i o n s h a l l b e p r o v i d e d i n w r i t i n g t o t h e A p p e l l a n t . I n s u c h c a s e s , i f t h e
A p p e l l a n t d e s i r e s f u r t h e r r e v i e w f r o m t h e B o a r d o f S u p e r v i s o r s / C i t y
C o u n c i l o f t h e a f f e c t e d l o c a l j u r i s d i c t i o n , t h e A p p e l l a n t m u s t s u b m i t a
w r i t t e n r e q u e s t f o r r e v i e w t o t h e C l e r k o f t h e B o a r d / C i t y C o u n c i l w i t h i n f i v e
( 5 ) d a y s o f r e c e i v i n g s t a f f s w r i t t e n d e c i s i o n . T h e d e c i s i o n o f t h e
B o a r d / C i t y C o u n c i l s h a l l b e f o r w a r d e d t o t h e W R C O G E x e c u t i v e
C o m m i t t e e i n t h e s a m e m a n n e r s e t f o r t h i n P a r a g r a p h 3 o f t h i s S e c t i o n .
I f t h e w r i t t e n a p p e a l i d e n t i f i e s a T U M F D i s p u t e , t h e A p p e l l a n t a n d s t a f f
f r o m t h e l o c a l j u r i s d i c t i o n s h a l l a t t e m p t t o r e s o l v e t h e i s s u e w i t h i n t h i r t y
( 3 0 ) d a y s o f t h e l o c a l j u r i s d i c t i o n ' s r e c e i p t o f t h e a p p e a l . A t t h e r e q u e s t o f
t h e l o c a l j u r i s d i c t i o n , o r o n i t s o w n a c c o r d , W R C O G s t a f f m a y a l s o
p a r t i c i p a t e i n s u c h d i s c u s s i o n s . A t t h e c o n c l u s i o n o f t h e t h i r t y ( 3 0 ) d a y
p e r i o d , s t a f f o f t h e l o c a l j u r i s d i c t i o n s h a l l r e n d e r a w r i t t e n d e c i s i o n o n t h e
a p p e a l .
3 - T h e i s s u e o r m a t t e r s h a l l b e h e a r d b y t h e B o a r d o f S u p e r v i s o r s / C i t y
C o u n c i l o f t h e a f f e c t e d l o c a l j u r i s d i c t i o n ; p r o v i d e d , t h e A p p e l l a n t s u b m i t s a
w r i t t e n r e q u e s t f o r f u r t h e r r e v i e w t o t h e C l e r k o f t h e B o a r d / C i t y C o u n c i l
w i t h i n f i v e ( 5 ) d a y s o f A p p e l l a n t ' s r e c e i p t o f t h e l o c a l j u r i s d i c t i o n ' s w r i t t e n
d e c i s i o n r e g a r d i n g t h e A p p e l l a n t ' s a p p e a l . T h e B o a r d / C i t y C o u n c i l s h a l l
f o r w a r d i t s w r i t t e n d e c i s i o n t o W R C O G f o r r e v i e w a n d c o n c u r r e n c e . I f t h e
W R C O G E x e c u t i v e C o m m i t t e e d i s a g r e e s w i t h t h e d e c i s i o n o f t h e C i t y
C o u n c i l / B o a r d o f S u p e r v i s o r s t h e W R C O G E x e c u t i v e C o m m i t t e e s h a l l
d e t e r m i n e a . p r o p e r c o u r s e o f a c t i o n a n d n o t i f y t h e j u r i s d i c t i o n o f i t s
f i n d i n g s .
A r b i t r a t i o n . W h e n t h e r e i s a d i s p u t e a m o n g t h e Z o n e m e m b e r s t h a t c a n n o t b e r e s o l v e d
a n d p r e v e n t s t h e a d o p t i o n o f a p r o j e c t p r i o r i t i z a t i o n s c h e d u l e , t h e m a t t e r s h a l l b e
f o r w a r d e d t o t h e W R C O G T A C a n d W R C O G E x e c u t i v e C o m m i t t e e f o r a d e t e r m i n a t i o n .
O n c e t h e W R C O G E x e c u t i v e C o m m i t t e e t a k e s a c t i o n o n t h e i s s u e t h e d e c i s i o n i s f i n a l _
i f t h e r e i s a d i s p u t e a t t h e W R C O G E x e c u t i v e C o m m i t t e e l e v e l r e g a r d i n g p r o j e c t
p r i o r i t i z a t i o n o f a s p e c i f i c p r o j e c t ( s ) a n d a c o n s e n s u s c a n n o t b e r e a c h e d , t h a t p r o j e c t
W i S h a r R 3 i L u p e V A ? C O G P J ; A F A d m i r t r a l l w e P l a n , ' . A d o p t e d , 0 8 C 4 0 8 . D O C
1 6
8 0
shall be tabled until such time as new information is presented and the matter can be
resolved.
XII. TUMF Program Amendments. WRCOG shall undertake a review of all components of
the TUMF Program in accordance with AB 1600 and other applicable laws, and, if
necessary, recommend Program amendments and/or adjustments. Amendments to the
Administrative Plan will be subject to the approval of the WRCOG Executive Committee_
Amendments required to the TUMF Program Ordinance shall be approved by each
participating jurisdiction, acting on recommendations provided by the WRCOG Executive
Committee. The review shall consider whether future administration costs to
participating jurisdictions are needed_
XIII. CEQA. The TUMF Program currently is a financing mechanism dependent on future
actions of the WRCOG Executive Committee for improvements to the RSFIA. WRCOG
and its associated committees will be prioritizing and scheduling improvements on the
RS1-1A, as such, the appropriate environmental documentation, shall be completed
before a project can commence construction_
The TUMF Program was developed to mitigate the cumulative impacts of future growth
on the RSHA. It was not developed to mitigate project -specific traffic impacts.
Accordingly the program does not relieve any development project of the responsibility
to mitigate project -specific impacts identified in the environmental analysis prepared for
the project. When a development project is required to construct RSHA facilities as
project -specific mitigation, it shall be eligible for credit and or reimbursement.
HAShared;lup-e',WRCOC TUMF Arlin istrat've Plat ( led) 08^:08.00C
81
17
EXHIBIT "A"
TUMF Decision Making
WRCOG ZONE
(Example of a single zone)
WRCOG Executive
WRCOG TAC
•
PWC
Arterials of Regional Significance
Elected Officials
i
Management
Technical
Zone Improvements
t':LShxeei_vpeWVRCOG TUMF Administrative titan (Adopted) Cie 408.BCC 18
82
EXHIBIT "B"
TUMF Credit / Reimbursement Eligibility Process
1. Prior to the construction of any TUMF Improvement, Developer shall follow the steps
listed below
a. Prepare a separate bid package for the TUMF Improvements_
b. The plans, cost estimate, specifications and contract document shall require all
contractors to pay prevailing wages and to comply with applicable provisions of
the Labor Code, Government Code, and Public Contract Code relating to Public
Works Projects.
c. Bids shalt be obtained and processed in accordance with the formal public works
bidding requirements of the City/County_
d. The contract(s) for the construction of TUMF Improvements shall be awarded -to
the lowest responsiblebidder(s) for the construction of such facilities in
accordance with the City's/County's requirements and guidelines_
e. Contractor(s) shall be required to provide proof of insurance coverage throughout
the duration of the construction.
2. Prior to the determination and application of any Credit pursuant to a TUMF
Improvement and Credit Agreement executed between City/County and Developer
("Agreement"), Developer shall provide the City/County and WRCOG with the following:
a. Copies of all information listed under Item 1 above_
b. Surety Bond, Letter of Credit; or other form of security permitted under the
Agreement and acceptable to the City/County and WRCOG, guaranteeing the
constriction of all applicable TUMF Improvements_
3. Prior to the City's/County's acceptance of any completed TUMF Improvement, and in
order to initiate the construction cost verification process, the Developer shall comply
with the requirements as set forth in Sections 7, 14.3 and 14.4 of the Agreement, and
the following conditions shall also be satsfied:
a_ Developer shall have completed the construction of all TUMF Improvements in
accordance with the approved Plans and Specifications_
b_ Developer shalt have satisfied the City's/County's inspection punch list.
c_ After final inspection and approval of the completed TUMF Improvements, the
City/County shall have provided the Developer a Gnat inspection release letter.
d. City/County shall have filed a Notice of Completion with respect to the TUMF
Improvements pursuant to Section 3093 of the Civil Code with the County
Recorder's Office, and provided a copy of filed Notice of Completion to WRCOG.
e. Developer shall have provided City/County a copy of the As -Built plans for the
TUMF Improvements.
f_ Developer shall have provided City/County copies of all permits or agreements
that may have been required by various resource/regulatory agencies for
construction, operation and maintenance of any TUMF improvements.
g. Developer shall have submitted a documentation package to the City/County to
determine the final cost of the TUMF Improvements, which shall include at a
minimum, the following documents related to the TUMF Improvements:
t < Sha!�fLupe',WRCOG TUMF Acnicistratve Plan (Aftrzpiee.';: G8C408_€ OC 19
83
i_ Plans; specifications, and Developers Civil Engineer's cost estimates; or
Engineer's Report showing the cost estimates
n_ Contracts/agreements, insurance certificates and change orders with
each vendor or contractor.
Invoices from all vendors and service providers.
iv_ Copies of cancelled checks, front and back, for payments made to
contractors, vendors and service providers_
v. Final lien releases from each contractor and vendor (unconditional waiver
and release).
vi. Cedified contract workers payroll for City/County verification of
compliance with prevailing wages_
vii. A total cost summary, in spreadsheet format (MS Excel ispreferred) and
on disk, showing a breakdown of the total costs incurred. The summary
should include for each item claimed the check number, cost, invoice
numbers, and name of payee_ See attached sample for details.
4. The amount of the development credit shall not exceed the maximumamount
determined by the most current unit cost assumptions for the RSHA in the adopted
Nexus Study, or actual costs whichever is less. This shalt be known as the maximum
credit. The maximum TUMF credit shall be determined based on an approved
Improvement Plan and after the Conditions of Approval have been detemiined.
edi.Lupe°,3 RCOC TtikfF Adr insiracve Dian (Adopted) 0804381)0C
84
20
"
E x h i b i t " C "
G u i d e l i n e s f o r A d m i n i s t r a t i o n o f P r o g r a m m e d P r o j e c t s i n Z o n e ' s A d o p t e d 5 - Y e a r T I P
O n c e e a c h Z o n e ' s 5 - Y e a 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 P r o g r a m ( T I P ) i s a d o p t e d b y t h e
W R C O G E x e c u t i v e C o m m i t t e e , s a i d T I P s s h a l l b e i n c o r p � r a t e d i n t o a n d g o v e r n e d b y t h e s e = 3
g u i d e l i n e s , t h e A d m i n i s t r a t i v e P l a n , a n d 1 0 - Y e a r S t r a t e g i c P l a n i n a c c o r d a n c e w i t h A B 1 6 0 0 : :
A n n u a l l y , W R C O G s t a f f m e e t s w i t h t h e Z o n 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 s t o r e v i e w t h e
` ' ��
s t a t u s o f a l l p r o g r a m m e d p r o j e c t s o n t h e 5 - Y e a r W s a n d b r i n g t h e s u b s e q u e n t p r o j e c t ` ' ` -
a d j u s t m e n t r e q u e s t s t o t h e Z o n e C o m m i t t e e s f o r a p p r o v a l _ T h e g o a l s o f t h e a n n u a l r e v i e w
p r o c e s s a r e a s f o l l o w s : ( i ) t o u p d a t e p r o j e c t c o s t e s t i m a t e s ; ( i i ) t o r e v i e w p r o j e c t s t a t u s ; ( i l l ) t o
d e t e r m i n e t h e c o n t i n u e d v i a b i l i t y o f p r o j e c t s ; ( i v ) r e v i e w t h e b a c k l o g o f r e i m b u r s e m e n t ` o {
p r o j e c t s ; ( v ) t o a d d r e s s l o c a l j u r i s d i c t i o n i s s u e s ; a n d ( v i ) a d d r e s s c o m p l i a n c e w i t h A B 1 6 0 0 _ 7 f
A d j u s t m e n t s :
I n a c c o r d a n c e w i t h t h e 1 0 - Y e a r S t r a t e g i c P l a n a n d t h e o r i g i n a l r e i m b u r s e m e n t a g r e e m e n t _ - _ s : -
j u r i s d i c t i o n , a l l a { ' 1 " a
e n t e r e d i n t o w i t h t h e l e a d
f a p p r o v e d p r o j e c t s ' f u n d i n g . a n d s c h e d u l e s a r e d i r e c t l x y : 3 s
t i e d t o c r i t i c a l m i l e s t o n e s _ A s s u c h , r e q u e s t s t o c h a n g e a p r o j e c t s f u n d i n g o r s c h e d u l e s h a l l
n e c e s s i t a t e a n a m e n d m e n t t o t h e o r i g i n a l a g r e e m e n t a n d t h e a d o p t e d T I P _
A n n u a l 5 - Y e a r T I P a d j u s t m e n t s c o u l d 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 : b
" S c o p e o f w o r k r e d u c t i o n s o r a d d i t i o n s ,
- p r o j e c t o r p h a s e d e l a y s ,
- p r o j e c t o r p h a s e c a n c e l l a t i o n s ,
" n e w s h e l f - r e a d y n e t w o r k p r o j e c t s b e i n g a d d e d a s r e p l a c e m e n t p r o j e c t s ,
p r o j e c t o r p h a s e a d v a n c e s , a n d
�% r e q u e s t t o t r a n s f e r f u n d i n g b e y o n d a p r o g r a m m e d p r o j e c t ' s l i m i t s w i t h i n a Z o n e
L e v e l s o f A p p r o v a l :
A . Z o n e C o m m i t t e e / W R C O G E x e c u t i v e C o m m i t t e e
T h e f o l l o w i n g s h a l l b e a p p r o v e d b y t h e Z o n e C o m m i t t e e a n d a d o p t e d b y t h e W R C O G
E x e c u t i v e C o m m i t t e e a s r e q u i r e d i n t h e A d m i n i s t r a t i v e P l a n :
1 ) A n n u a l u p d a t e s t o t h e Z o n e T I P _
2 ) R e q u e s t s t o i n c r e a s e t o t a l T U M F f u n d i n g a l l o c a t i o n s t o p r o j e c t s i n t h e Z o n e
T I P _ T h e s e r e q u e s t s m a y b e m a d e b y t h e l o c a l j u r i s d i c t i o n a d m i n i s t r a t i v e l y
o u t s i d e o f t h e a n n u a l T I P u p d a t e c y c l e s i f d e e m e d n e c e s s a r y b y o n e o f t h e
Z o n e p a r t i c i p a t i n g j u r i s d i c t i o n s a n d W R C O G m a n a g e m e n t d u e t o u n f o r e s e e n
c i r c u m s t a n c e s t h a t n e c e s s i t a t e i m m e d i a t e a c t i o n _ S u c h u n f o r e s e e n
c i r c u m s t a n c e s s h a l l i n c l u d e , b u t n o t b e l i m i t e d t o , h i g h e r t h a n e x p e c t e d b i d
p r i c e s , M i g h t w a n t t o g i v e m o r e e x a m p l e s j W R C O G s t a f f w i l l o b t a i n a c t i o n
f r o m t h e Z o n e C o m m i t t e e i n t h e s e c a s e s e i t h e r b y c a l l i n g f o r a S p e c i a l Z o n e
C o m m i t t e e m e e t i n g o r t h r o u g h i n d i v i d u a l c o n s u l t a t i o n _
H t 7 i h a r e d t t u r e ' - Y R C O G n J k ; F A d r n i r r i s t r a v e P l a n ( A d o p t e d ) O 8 : 1 4 0 $ . 0 0 C
8 5
Administrative requests to advance funds or adjust project schedules on TIP
approved projects, upon the recommendation of the Public Works
Committee. Such advancements are subject to:
- Jurisdicfion's proof of readiness to move forward with project,
Zone's currentcashflow can support the advancement or change.
B_ WRCOG Executive Director
The WRCOG Executive Director shall be responsible for the review and approval of the
following changes to an approved Zone TIP, including the review and approval of any
-r agreements, for
1) Change in Lead Jurisdiction, with the written consent of the transferring and
accepting Lead Jurisdiction.
Cancellation of project upon request of the focal jurisdiction. In the event of
cancellation, all funds shall revert to the Zone TIP Trust account.
3) Approval of final completion of the project_ Upon notification from the
Jurisdiction that the Project has been completed, all unused funds
programmed for that Project shall revert to the Zone TIP Trust account.
4) All other administrative requests, upon consultation with the Public Works
Committee_
C. Public Works Committee
The Public Works Committee shall be responsible for the review and approval of the
following:
1) Requests to move funds within project categories (environmental,
design, etc.) administratively, contingent upon participafing jurisdiction's
certification of viability of all phases.
2) Provide recommendations to the WRCOG Executive Director on any other
requests that are deemed administrative in nature by the Director.
All administrative adjustments will be submitted to the WRCOG Executive Committee as
part of the next Annual Review Report for final adoption_
D. Obligating Programmed Funds
The TUMF Program has established the policy that construction projects take priority
and therefore WRCOG limits the obfigation of TUMF dollars_ WRCOG has two options
by which to obligate TUMF_ In both options, steps 1, 2 and 3 (Option A) or 6 (Opfion B)
must be completed by the local jurisdiction to ensure TUMF funding can be made
available for use on an eligible project. Since TUMF project funds are generally
obligated on a first come first served basis, failure to follow the prescribed steps for
either option may preclude a project sponsor from receiving TUMF payments for
completed work until sufficient funds are available to be obligated.
F4_'IShwed`j_upe'ARCOG TUMFAd x istrazve Ftar jAdcpted; S-K408.COC 22
•
86
"
O p t i o n A :
F u n d i n g f o r a p r o j e c t p r o g r a m m e d o n Z o n e 5 - Y e a r T l P s i s n o t c o n s i d e r e d o b l i g a t e d b y W R C O G
u n t i l c e r t a i n s t e p s o u t l i n e d b e l o w h a v e b e e n a c c o m p l i s h e d b y t h e l o c a l j u r i s d i c t i o n .
1 . E n s u r e t h a t f u n d i n g f o r t h e p r o j e c t p h a s e i s p r o g r a m m e d i n t h e c u r r e n t y e a r o f a n
a d o p t e d 5 - Y e a r T I P .
2 . . E n s u r e t h a t t h e r e i s a s i g n e d ( e x e c u t e d ) r e i m b u r s e m e n t a g r e e m e n t t h a t m a t c h e s t h e
f u n d i n g a m o u n t w i t h t h e f u n d i n g a m o u n t o f t h e p r o j e c t p h a s e i n t h e a d o p t e d T I P .
3 . S u b m i t a n i n v o i c e f o r T U M F e l i g i b l e w o r k p r i o r t o t h e e n d o f t h e f i s c a l y e a r t o o b l i g a t e
t h e p r o j e c t p h a s e f u n d i n g . A t t h e t i m e o f s u b m i t t i n g t h e f i r s t i n v o i c e , t h e p r o j e c t s p o n s o r
w i l l b e r e q u i r e d t o s u b m i t a l l n e c e s s a r y s u p p o r t i n g d o c u m e n t a t i o n ( n o t p r e v i o u s l y
s u b m i t t e d ) i n a c c o r d a n c e w i t h t h e p r o v i s i o n s o f t h e r e i m b u r s e m e n t a g r e e m e n t _
4 . W R C O G w i l l o b l i g a t e t h e e n t i r e p h a s e o f t h e p r o j e c t i f t h e r e i s a v a i l a b l e r e v e n u e a t t h e
t i m e t h e i n v o i c e i s s u b m i t t e d .
O p t i o n B :
F u n d i n g f o r a p r o j e c t p r o g r a m m e d o n Z o n e 5 - Y e a r W s i s n o t c o n s i d e r e d o b l i g a t e d b y W R C O G .
u n t i l t h e s t e p s o u t l i n e d b e l o w h a v e b e e n a c c o m p l i s h e d b y t h e l o c a l j u r i s d i c t i o n _
1 . E n s u r e t h a t f u n d i n g f o r t h e p r o j e c t p h a s e i s p r o g r a m m e d i n t h e c u r r e n t y e a r o f a n
a d o p t e d 5 - Y e a r T I P .
2 . E n s u r e t h a t t h e r e i s a s i g n e d ( e x e c u t e d ) r e i m b u r s e m e n t a g r e e m e n t t h a t m a t c h e s t h e
f u n d i n g a m o u n t w i t h t h e f u n d i n g a m o u n t o f t h e p r o j e c t p h a s e i n t h e a d o p t e d T I P . - 3 _ S e n d W R C O G a l e t t e r o f n o t i c e o f i n t e n t t o i s s u e R F P , s o l i c i t b i d s , m a k e o f f e r t o
p u r c h a s e R O W o r o t h e r s i m i l a r a c t i o n t o v e r i f y t h a t s u f f i c i e n t f u n d i n g i s a v a i l a b l e a n d
t h a t f u n d s a r e o b l i g a t e d a n d r e s e r v e d e x c l u s i v e l y f o r t h e p a r t i c u l a r p r o j e c t p h a s e .
4 . R e c e i v e a n o t i c e o f o b l i g a t i o n f r o m W R C O G w i t h i n f o u r t e e n w o r k i n g d a y s o f r e c e i p t o f
t h e n o t i c e o f i n t e n t c o n f i r m i n g t h e a m o u n t o f f u n d i n g t h a t i s o b l i g a t e d a n d r e s e r v e d
e x c l u s i v e l y f o r t h e p a r t i c u l a r p r o j e c t p h a s e _ A l t e r n a t i v e l y , t h e p r o j e c t s p o n s o r w i l l , r e c e i v e
a n o t i c e o f d e f e r r e d o b l i g a t i o n i f W R C O G d e t e r m i n e s t h a t i n s u f f i c i e n t f u n d s a r e c u r r e n t l y
a v a i l a b l e f o r t h e p r o j e c t p h a s e t o b e o b l i g a t e d .
5 . A w a r d t h e p r o j e c t a n d e x e c u t e a c o n t r a c t w i t h i n f o u r m o n t h s o f r e c e i p t o f t h e n o t i c e o f
o b l i g a t i o n f r o m W R C O G a n d s e n d a l e t t e r o f c o n f i r m a t i o n o f a w a r d t o W R C O G
i n c l u d i n g e v i d e n c e o f a B o a r d / C o u n c i l a c t i o n r e l a t i n g t o t h e p r o j e c t a w a r d a n d c o n t r a c t
e x e c u t i o n _
6 . C o m m e n c e p r o j e c t w o r k a n d s u b m i t t h e f i r s t i n v o i c e f o r p a y m e n t w i t h i n n i n e m o n t h s o f
r e c e i p t o f l e t t e r o f o b l i g a t i o n b y W R C O G t o p r e s e r v e f i n d o b l i g a t i o n _ A t t h e t i m e o f
s u b m i t t i n g t h e f i r s t i n v o i c e , t h e p r o j e c t s p o n s o r w i l l b e r e q u i r e d t o s u b m i t a l l n e c e s s a r y
s u p p o r t i n g d o c u m e n t a t i o n ( n o t p r e v i o u s l y s u b m i t t e d ) i n a c c o r d a n c e w i t h t h e p r o v i s i o n s
o f t h e r e i m b u r s e m e n t a g r e e m e n t _
I f a c o n t r a c t h a s n o t b e e n e x e c u t e d w i t h i n f o u r m o n t h s o f r e c e i p t o f t h e n o t i c e o f o b l i g a t i o n f r o m
W R C O G ( s t e p 5 ) , t h e r e w i l l b e a r e v i e w o f t h e p r o j e c t s t a t u s . B a s e d o n t h e r e v i e w o f p r o j e c t
s t a t u s , W R C O G w i l l e i t h e r
i ) e x t e n d t h e f u n d o b l i g a t i o n f o r u p t o a t o t a l o f n i n e m o n t h s f r o m t h e n o t i c e o f o b l i g a t i o n i f
t h e p r o j e c t s p o n s o r c a n d e m o n s t r a t e a r e a l i s t i c e x p e c t a t i o n t h a t t h e p r o j e c t w i l l b e
a w a r d e d a n d a c o n f i r m a t i o n o f a w a r d c a n b e p r o v i d e d t o W R C O G w i t h i n t h a t t i m e f r a m e ,
o r
i i ) d e - o b l i g a t e t h e f u n d s .
l i f t S h a e t h L u e t t ` R C O C T M F - A t i m i n i s t r a l v e P l a n : ( A d o p t e d ) 0 8 0 4 0 8 - D O t ;
2 3
8 7
Similarly, if the first invoice has not been submitted to WRGOG within nine months af. receipt of
the letter of obligation (step 6), there will be a review of the project status_ Based on the review
of project Status, WRCOG will either
i) extend the fund obligation for up to an additional nine months if the project sponsor can
demonstrate a realistic expectation that the project work will commence and a first
invoice is submitted within that time frame; or
a) de-obfigate the funds_
1 `ftSharellop WI RCOG WNW AO;ninistra"cve plan (Adopted) 080408.00C
88
24
"
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 :
S e p t e m b e r 1 0 , 2 0 0 8
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 o f t h e W h o l e "
S h i r l e y M e d i n a , P r o g r a m m i n g a n d P l a n n i n g M a n a g e r
T H R O U G H :
A n n e M a y e r , 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 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 R e q u e s t f o r a
M e a s u r e A 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 A m e n d m e n t f o r
U s e o f M e a s u r e A S t a t e H i g h w a y 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 u n d s i n t h e C o a c h e l l a V a l l e y
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 O F T H E W H O L 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 d o p t R e s o l u t i o n N o . 0 8 - 0 2 3 , " A 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 I n i t i a t i n g a n A m e n d m e n t t o 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 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 ( O r d i n a n c e N o . 8 8 - 1 ) a n d M a k i n g
F i n d i n g s o f N e c e s s i t y f o r S u c h A m e n d m e n t ' , t h e r e f o r e i n i t i a t i n g a n a m e n d m e n t t o
t h e M e a s u r e A 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 ( T I P ) _
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 J u n e 1 1 , 2 0 0 8 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 a r e q u e s t f r o m 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 ) t o a m e n d t h e M e a s u r e A
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 / T I P t o a d d t h e f o l l o w i n g h i g h w a y a n d r o a d w a y
s e g m e n t s t o t h e T I P , s o t h a t s u c h s e g m e n t s w i l l b e e l i g i b l e f o r t h e M e a s u r e A
C o a c h e l l a V a l l e y h i g h w a y f u n d s :
a ) I n P a l m S p r i n g s , f r o m t h e i n t e r s e c t i o n o f R a m o n R o a d a n d G e n e A u t r y T r a i l ,
n o r t h o n G e n e A u t r y T r a i l t o V i s t a C h i n o D r i v e , t h e n c e w e s t o n V i s t a C h i n o
D r i v e t o N o r t h P a l m C a n y o n D r i v e , t h e n c e n o r t h e r l y o n t h e e x i s t i n g
H i g h w a y 1 1 1 a l i g n m e n t t o I n t e r s t a t e 1 0 ;
b �% I n I n d i o , f r o m t h e c r o s s i n g o f G o l f C e n t e r P a r k w a y o v e r I n d i o B o u l e v a r d ,
n o r t h e r l y o n G o l f C e n t e r P a r k w a y t o I n t e r s t a t e 1 0 ; a n d
c ) I n I n d i o , f r o m t h e i n t e r s e c t i o n o f H i g h w a y 1 1 1 a n d , I n d i o B o u l e v a r d ,
s o u t h e a s t e r l y o n I n d i o B o u l e v a r d a n d G r a p e f r u i t B o u l e v a r d , t h e e x i s t i n g a n d
f o r m e r H i g h w a y 1 1 1 a l i g n m e n t , t h r o u g h t h e c i t y o f C o a c h e l l a a n d R i v e r s i d e
C o u n t y t o t h e i n t e r s e c t i o n o f S t a t e R o u t e 1 9 5 ( A v e n u e 6 6 ) _
A g e n d a I t e m 1 0
1 5 4
According to legal counsel, the process to amend the TIP for inclusion of the new
segments (as outlined in Section 240302-of the Public Utilities Code) • involves
initiation of an amendment to the TIP by the Commission, reciting the findings of
necessity for the amendment. in this case, an amendment to the TIP is necessary;,
because the TIP is no longer current as it applies to Highway 111 due to changes
in the alignment of this highway. in order for funds to be effectively expended in
carrying out the voter intent for state highway and major regional road project
improvements in the Coachella Valley, the adoption of an amendment to the TIP is
necessary. The attached resolution includes the required findings for initiation of
an amendment to the TIP.
Pursuant to the California Environmental Quality Act (CEQA) staff, with advice of
legal counsel, has determined that the proposed TIP amendment is not a project
subject to environmental review because the amendment merely creates a
government funding mechanism and does not commit the Commission to any
specific project. Therefore, a Notice of Exemption has been prepared for adoption
in conjunction with the adoption of the resolution_ Projects on Highway 111 will
comply with CEQA individually.
Additionally, for the amendment to the TIP to become effective, it will have to be
approved by a majority of the cities constituting a majority of the incorporated
population in Riverside County and by the Riverside County Board of Supervisors. -
A model resolution approving the amendment to the TiP and a model Notice of
Exemption have been prepared for use by the local jurisdictions, which will need to
be adopted at their respective council. meetings. Legal counsel has also prepared
the following templates: Model City/County Cover Letter (Attachments 3 and 4)
Model City/County Resolution (Attachments 5 and 6); and Model City/County.
Notice of Exemption (Attachments 7 and 8). Staff will present the TIP amendment
information at each respective council and board meeting_
Attachmerts:
1) Resolution No. 08-023
2) Commission Notice of Exemption
3) Model Cover Letter to Cities
4) Moder Cover Letter to the County
5) Model City Resolution Approving an Amendment to the Measure A TIP
6) Model County Resolution Approving an Amendment to the Measure A TIP
7) Model City Notice of Exemption
8) Model County Notice of Exemption
9) Highway 111 Alignment Recommendation
Agenda Item 10
155
ATTACHMENT t
RESOLUTION NO.68-023
A RESOLUTION OF THE RIVERSIDE COUNTY
TRANSPORTATION COMMISSION INITIATING AN .
AMENDMENT TO THE . RIVERSIDE COUNTY.
TRANSPORTATION COMMISSION TRANSPORTATION
EXPENDITURE PLAN AND RETAIL TRANSACTION AND
USE TAX ORDINANCE (ORDINANCE NO_ 88-1') AND
MAKING FINDINGS OF NECESSITY FOR SUCH
AMENDMENT
WHEREAS, the Riverside County Transportation Commission Transportation
Expenditure Plan and Retail Transaction and Use Tax Ordinance, Ordinance No. 88-1 ("Measure
A") was approved by 78.9 percent of the voters in Riverside County in November of 1988. -
WHEREAS, the purpose of Measure A is to help relieve traffic congestion,
increase safety, improve air quality, provide funds to match developers' fees and State and local
moneys for transportation and plan adequately for traffic by providing essential countywide
transportation improvements_
WHEREAS, the Transportation Expenditure Plan, also referred to as the
Transportation Improvement Plan CTIP"), was attached as Exhibit B to Measure A and was
incorporated therein by reference.
WHEREAS, the TIP identifies State Highway 111 from Ramon. Road to Indio
Boulevard as one of the projects in the Coachella Valley for which Measure A State highway and
majorregional road project funds are to be appropriated and expended ("Measure A Highway
Funds").. A map depicting the then -current Highway I11 designation between Ramon Road to
Indio Boulevard (the "Original Alignment') was part of the TIP_
WHEREAS, since the passage of Measure A, the designation of Highway 111 has
been changed as portions of the Original Alignment have been relinquished by the State and are
now maintained by local jurisdictions. Additionally; Highway I I I was realigned in the city of
Palm Springs and now is located .on Vista Chino Drive between Indian Canyon Drive and Gene
Autry Trail, as well as the segment of Gene Autry Trail from Vista Chino Drive to South Palm
Canyon Drive.
WHEREAS, changes to the alignment of Highway 111 have raised questions
regarding the eligibility of segments relinquished by the State to local agencies for Measure A
Highway Funds_ Furthermore, additional segments of Highway 111 not included in the Original
Alignment have been requested to be eligible for receipt of Measure A Highway Funds.
WHEREAS, pursuant to California Public Utilities Code Section 290302(d); the
TIP may only be amended by the following process:
(1) Initiation of amendment by the commission, reciting findings of necessity_
(2) Approval by the board of supervisors_
t
156
(3) Approval by a raajority of the cities constituting a majority of the incorporated
population_
WHEREAS, the changes to the designation of Highway 111 have created the
necessity for the adoption of this amendment to the TIP, as the TIP is no longer current as
applies to Highway 111._ Furthermore, in order for Measure A Highway Funds to be effectively
expended to carry out the voter intent for highway and roadway improvements an amendment to
the TIP is necessary_
WHEREAS, Public Utilities Code section 240302, under which Measure A and
the TIP were adopted, states that generated tax revenues may be expended "for the planning,
environmental reviews, engineering and design costs, and related right-of-way acquisition"
WHEREAS, the TIP states that the "scope of highway and commuter rail projects
to be implemented is to be determined through required environmental analysis and full
consideration of alternatives" including "public participation during the environmental analysis
process."
WHEREAS, the amendment to the TIP does not approve construction of any
transportation improvements but amends the TIP to reflect current conditions in the Coachella
Valley.
WHEREAS,. under California Code of Regulations, title 14, section 15378(b)(4),
the amendment of the TIP is not a "project" subject to environmental review under the California
Environmental Quality Act ("CEQA") because the amendment merely creates a government
funding mechanism and does not commit RCTC to a specific project_
WHEREAS, under California Code of Regulations, title I4, section 15004, the
amendment of the TIP is not subject to CEQA because RCTC lacks enough information about
the transportation improvements to conduct meaningful environmental review at this time. •
WHEREAS, pursuant to the TIP, all appropriate environmental review will be
completed prior to any future approval of a specific transportation improvement
NOW, THEREFORE, BE IT RESOLVED BY THE COMMISSIONERS OF
THE RIVERSIDE COUNTY TRANSPORTATION COMMISSION AS FOLLOWS:
A. Incorporation of Recitals. The Recitals set forth above are true and correct and
are incorporated into this Resolution by reference as though filly set forth herein.
B. inclusion of Segments to Coachella Valley Portion of TIP. The Commission
hereby initiates an amendment to that portion of the TIP entitled. "Coachella
Valley". Section I, entitled "State Highways and Major- Regional Road Project";
of the aforementioned portion of the TIP, located on page 183-07 of Measure A,
shaH be amended to include the segments of highway, and/or roadway described
below and as shown on the map attached hereto as Exhibit "A" and incorporated
herein by reference. The total amount of funding allocated to the Coachella
Valley shall not be changed.
-2-
157
1. hi Palm Springs, from the intersection of Ramon Road and Gene Autry
Trail, north on Gene Autry Trail to Vista Chino Drive, thence west on
Vista Chino Drive to North Palm Canyon Drive, thence northerly on the
existing Highway III alignment to Interstate 10;
1 In Indio, from the crossing of Golf Center Parkway over Indio Boulevard,
northerly on Golf Center Parkway to Interstate 10; and
3. In Indio, from the intersection of Highway 111 and Indio Boulevard,
southeasterly on Indio Boulevard and Grapefruit Boulevard; the existing
and former Highway 111 alignment, through the city of Coachella and
Riverside County to the intersection of State Route 195 (Avenue 66)_
C. Revision to Map Included as Part of TIP. The map attached as part of the TIP
shall be amended to include those segments of highway and/or roadway as shown
in the map attached to this Resolution as Exhibit "A"_
Findings of Necessity. The Commissioners of the Riverside County
Transportation Commission ("Commissioners") hereby find that changes to the
designation of Highway 111 have created the necessity for the adoption of an
amendment to the TIP, as the TIP is no longer current as applies to Highway I I I.
Furthermore, in order for funds to be effectively expended to carry out the voter
intent for highway and roadway improvement the adoption of the TIP amendment
is necessary_
E. Effective Date. This .Resolution shall be effective on the date of its adoption_
Notwithstanding the foregoing, the amendment to the TIP set forth herein shall
not be effective unless and until approved by the Board of Supervisors of
Riverside County, and a majority of the Cities within Riverside County.
F_ Notice of Exemption. The Commissioners hereby finds that the amendment of
the TIP is not subject to CEQA and authorizes and directs RCTC staff to file a
Notice of Exemption with the County CIerk of Riverside County and the State
Clearinghouse within five (5) days following adoption of this Resolution_
This Resolution is PASSED, APPROVED AND ADOPTED this th day of
, 2008. —
•
Jeff Stone, Chairman of the Riverside County
Transportation Commission
-3-
158
AIIEST:
Clerk of the Board
APPROVED AS TO FORM:
BEST BEST & K IEGER LLP
General Counsel
-4-
359
Exhibit A
Map depicting new segments of highway and/or roadway to be included in the TIP
RVPUB\750633.3
•
[attached behind this page]
Exhibit A
160
Notice of Exemption
(California Environmental Quality Act)
To: Office of Planning and Research,
1400 Tenth Street, Room 222
P.O. Box 3044
Sacramento, CA 95812-3044
Attn: State Clearinghouse
Riverside County Clerk's Office
P.O. Box 751
2720 Gateway Drive
Riverside, CA 92502-0751
Kn ACHMENT2
From Riverside County Transportation
Commission
4080 Lemon Street, 3rd Floor
P.O. Box 12008
Riverside, CA 92502-2208
Phone: (951) 787-714I
Fax: (951)7487-7920
Title: Adoption of Resolution Initiating an Amendment :to Coachella Valley Portion of
Transportation Expenditure Plan and Retail Transaction and Use Tax Ordinance No. 88-1
Location — Specific: In Palm Springs, along Gene Autry Trail, Vista Chino Drive, and Highway
111_ In Indio, along Golf Center Parkway, Indio Boulevard, and Highway 111.
Location - City: Cities of Palm Springs and Indio_ Location— County:- Riverside County_
Description of Nature Purposes and Beneficiaries: The Riverside County Transportation
Commission Transportation ("RCM") Expenditure Plan and Retail Transaction and Use
Tax Ordinance, Ordinance No. 88.1 (the. "Plan") was approved by '78_9 percent of the
voters in Riverside County in 1988_ The purpose of this Plan is to relieve traffic
congestion, increase safety, improve air quality, and provide funding for essential
countywide transportation improvements_ The Plan listed the locations of anticipated
improvements in Riverside County, including the Coachella Valley area. Due to
unanticipated realignments in roadways and the relinquishment of State control over
other roadways and highways in. Coachella Malley, the Plan must now be amended to
reflect current conditions and specify the current roadway segrnents which are eligible for
funding. The amendment to the Plan initiated by RCTC on , 2008 does not
approve the construction of any transportation improvement, but instead makes funding
available for the planning and environmental review of future transportation
improvements_ The beneficiaries of these improvements include the residents of
Riverside County, particularly those of the Coachella Valley area.
Name of Public Agency Approving: Riverside County Transportation Commission
Name of Person or Agency Carrying Out: Riverside County Transportation Commission
1 of 2
161
Exempt Status: (check one)
Ministerial (Sec_ 21080(bX1);15268);
— Declared Emergency (Sec_ 21080(b)(3); 15269(a));
Emergency Project (Sec_ 21080(b)(4); 15269(bxc));
Categorical Exemption. State type and section number:
Statutory Exemptions. State code number_
X Other_ Not a "Project" (State CEQA Guidelines §§ 15378(b)(4); 15004)
Reasons why exempt: The proposed amendment of the Plant does not approve the construction of
any transportation improvements. Instead, the amendment revises the Plan to accurately
state current conditions and specify the transportation system 'improvements which are
eligible for funding under the Plan. Only those improvements specified in the Plan are
eligible for funding_ The Plan states that "the scope of highway and commuter rail
projects to be implemented is to be determined through required environmental analysis
and full consideration of alternatives_ Public participation during the environmental
analysis is required" Likewise, Public Utilities Code section 240302 states that the .tax
revenues available under the Plan are to be expended for the purposes of "planning,
environmental reviews, engineering and .design costs, and related right-of-way
acquisition," Accordingly, the Plan must be amended before available tax revenues can
be expended on the planning and environmental review of anticipated future
transportation improvements. As such, amendment of the Plan is merely "the creation of
[a] government funding mechanism or other government fiscal activity] which do[es]
not involve any commitment to any specific project which may result in a potentially
significant physical impact on the environment_" (State CEQA Guidelines §
15378(b)(4).) Additionally, the scope, nature, and construction schedule of the
improvements listed in the amended Plan are currently unlmown and initial technical and
engineering studies for the improvements have not yet been completed. Thus, there is not
yet "enough meaningful information for environmental ass-ssment" of anticipated
transportation improvements, and the amendment of the Plan is merely the "designat[ion]
of a preferred site for CEQA review_" (State CEQA Guidelines § 15004.) Accordingly,
the amendment of the Plan is not a "project" and is exempt from environmental review
under CEQA. Any future approval of specific transportation improvements would be
subject to all required environmental review.
Lead Agency Contact Person: Shirley Medina Phone: (951) 787-7141
Signature: Date: Title_
R V PUB\C.SCHILLERt742219.2
2of2
162
ATTACHMENT3
[TO BE PLACED ON RCTC LEI'1'ERHEAD]
[insert date]
[Insert City address
]
Attn: City Clerk
RE: Resolution Approving an Amendment to the Riverside County Transportation
Commission Transportation Expenditure Plan and Retail Transaction and Use Tax
Ordinance (Ordinance No. 88-1) ("Measure A")
To the City Clerk of the City of
The Riverside County Transportation Commission ("RCTC") recently adopted a
resolution initiating an amendment to the Measure A Transportation Improvement PIan (the
"TIP"). In order for the amendment to the TIP to become effective, the Board of Supervisors of
Riverside County and a majority of the cities within Riverside County constituting a majority of
the incorporated population must approve the proposed amendment. ROTC is therefore asking
for your City to support the amendment to the TIP by adopting the enclosed resolution. For your
convenience, we have also enclosed a Notice of Exemption which, pursuant to the Califomia
Environmental Quality Act ("CEQA"), State CEQA Guidelines; should be filed within five (5)
business days of the adoption of the enclosed resolution.
Should you have any questions regarding this matter, please call Shirley Medina
at (951) 787-7141.
Sincerely,
Shirley Medina
1
163
4-7
•
ATTACHMENT 4
[TO BE PLACED ON RCTC LETTERHEAD]
[insert date]
Nancy Romero
Riverside County Clerk of the Board
4080 Lemon St., 1st Floor
Riverside, CA 92501
RE: Resolution Approving an .Amendment to the Riverside County Transportation
Commission Transportation Expenditure Plan and Retail Transaction and Use Tax
Ordinance (Ordinance No. 88-1) ("Measure A')
Dear Nancy Romero:
The Riverside County Transportation Commission ("RCTC') recently adopted a
resolution initiating an amendment to the Measure A Transportation Improvement Plan (the
"TIP'). In order for the amendment to the TIP to become effective, the Board of Supervisors of
Riverside County and a majority of the cities within Riverside County constituting a majority of
the incorporated population must approve the proposed amendment. RCTC is therefore asking
for the Riverside County Board of Supervisors to support the amendment to the TIP by adopting
the enclosed resolution. For your convenience, we have also enclosed a Notice of Exemption
which, pursuant to the California Environmental Quality Act ("CEQA"), State CEQA
Guidelines, should be filed within five (5) business days of the adoption of the enclosed
resolution.
Should you have any questions regarding this matter, please call Shirley Medina
at (951) 787-7141.
Sincerely,
Shirley Medina
164
ATTACHMENT 5
RESOLUTION NO_
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
APPROVING AN AMENDMENT TO THE RIVERSIDE COUNTY
TRANSPORTATION COMMISSION TRANSPORTATION
EXPENDITURE PLAN AND RETAIL TRANSACTION AND USE TAX
ORDINANCE (ORDINANCE NO: 88-I)
WHEREAS, the Riverside County Transportation Commission Transportation Expenditure
Plan and Retail Transaction and Use Tax Ordinance, Ordinance No. 88-1 ("Measnre A") was
approved by 78.9 percent of the voters in Riverside County in November of 1988.
WHEREAS, the purpose of Measure A is to help relieve traffic congestion, increase safety,
improve air quality, provide funds to match developers' fees and State and local moneys for
transportation and plan adequately for traffic by providing essential countywide transportation
improvements.
WHEREAS, the Transportation Expenditure Plan, also referred tows the Transportation
Improvement Plan ("TIP"), was attached as Exhibit B to Measure A and was incorporated therein
by reference.
WHEREAS, the TIP identifies State Highway 111 from Ramon Road to Indio Boulevard
as one of the projects in the • Coachella Valley for which Measure A State highway and major
regional road project funds are to be appropriated and expended ("Measure A Highway Funds").
A map depicting the then -current Highway 1 I I designation between Ramon Road_ to Indio
Boulevard (the "Original Alignment") was part of the TIP.
WHEREAS, since the passage of Measure A, the designation of Highway 1,11 has been -
changed as portions of the Original Alignment have been relinquished by the State and are now
maintained by local jurisdictions_ Additionally, Highway I I I was realigned in the city" of Palm
Springs and now is located on Vista Chino Drive between Indian Canyon Drive and Gene Autry
Trail, as well as the segment of Gene Autry Trail from Vista Chino Drive to South Palm Canyon
Drive.
WHEREAS, changes to the alignment of Highway 11 I have raised questions regarding the
eligibility of segments relinquished by the State to local agencies for Measure A Highway Funds_
Furthermore, additional segments of Highway I I I not included in the Original Alignment have
been requested to be eligible for receipt of Measure A Highway Funds_
WHEREAS, pursuant to California Public Utilities Code Section 240302(d), the TIP may
only be amended by the following process:
(1) Initiation of amendment by the commission, reciting findings of necessity for the
amendment.
(2) Approval by the board of supervisors_
(3) Approval by a majority of the cities constituting a majority of the incorporated
population_.
2
165
WHEREAS, the changes to the designation of Highway 11I have created the necessity for
the adoption of an amendment to the TIP, as the TIP is no longer current as applies to Highway
111_ Furthermore, in order for Measure A Highway Funds to be effectively expended to carry out
the voter intent for highway and roadway improvements, an amendment to the TIP is necessary_
WHEREAS, at its meeting on the Board of Directors of the Riverside County
Transportation Commission ("Commission Board") adopted a resolution initiating an amendment
to the TIP, including the required findings of necessity for the amendment_
WHEREAS, the City Council of the City of ("City Council") has
considered the proposed amendment, and approves said amendment to the TIP.
WHEREAS, Public Utilities Code section 240302, under which Measure A and the TIP
were adopted, states that generated tax revenues may be expended "for the planning;
environmental reviews, engineering and design costs, and related right-of-way acquisition_"
WHEREAS, the TIP states that the "scope of highway and commuter rail projects to be
implemented is to be determined through required environmental analysis and full consideration
of alternatives" including "public participation during the environmental analysis process."
WHEREAS, the amendment to the TIP does not approve construction of any transportation
improvements but amends the TIP to reflect current conditions in the Coachella Valley_
WHEREAS, under California Code of Regulations, title 14, section 15378(b)(4), the
amendment of the TIP is not a "project" subject to environmental review under the California
Environmental Quality Act ("CEQA") because the amendment merely creates a government
funding mechanism and is not a commitment to any specific project_
WHEREAS, under California Code of Regulations, title 14, section 15004, the amendment
of the TIP_ is not subject to CEQA because there is insufficient information about the
transportation improvements to conduct meaningful environmental review at this time_
WHEREAS, pursuant to the TIP, all appropriate environmental review will be completed
prior to any future approval of a specific transportation improvement.
NOW, THEREFORE, RE IT RESOLVED BY THE CITY COUNCIL OF THE
CITY OF AS FOLLOWS:
Section I. Incorporation of Recitals_ The Recitals set forth above are true and
correct and are incorporated into this Resolution by reference as though
fully set forth herein_
Section 2_. Approval of Amendment to the TIP. The City Council hereby approves
the following amendment to the TIP, as initiated by the Commission Board:
A_ Inclusion of Segments to Coachella Valley Portion of TIP. That
portion of the TIP entitled "Coachella Valley"_ Section I, entitled
"State Highways and Major Regional Road Project", of the
3
166
afore'. itioned portion of the TIP, located on page 183-07 of
Measure A, shall be amended to include the segments of highway,.
and/or roadway described below and as shown on the map attached
hereto as Exhibit "A" and incorporated herein by reference_ The
total amount of fimding allocated to the Coachella Valley shall not
be changed.
I. In Palm Springs, from the intersection of Ramon Road and
Gene Autry Trail, north on Gene Autry Trail to Vista Chino
Drive, thence west on Vista Chino Drive to North Palm
Canyon Drive, thence northerly on the existing Highway 111
alignment to Interstate 10;
2. In Indio, from the crossing of Golf Center Parkway over
Indio Boulevard, northerly on Golf Center Parkway to
Interstate 10; and
3. In Indio, from the intersection of Highway l 11 and Indio
Boulevard, southeasterly on Indio Boulevard and Grapefruit
Boulevard, the existing and former Highway 111 alignment,
through the city of Coachella and Riverside County to the
intersection of State Route 195 (Avenue 66).
B. Revision to Map Included as Part of TIP. The map attached as
part of the TIP shall be amended to include those segments of
highway and/or roadway as shown in the map attached to this
Resolution as Exhibit "A".
Section 3. Approval of Findings. The City Council hereby approves the findings of
the Commission Board related to adoption of the amendment to the TIP_
Section 4. Effective Date. This Resolution shall be effective on the date of its
adoption. Notwithstanding the foregoing, the amendment to the TIP set
forth herein shall not be effective unless and until approved by the Board of
Supervisors of Riverside County, and a majority of the Cities within
Riverside County_
Section 5. Notice of Exemption. The City Council hereby finds that adoption of this
Resolution is not subject to CFQA and authorizes and directs City staff to
file a Notice of Exemption with the County Clerk of Riverside County and
the State Clearinghouse within five (5) days following adoption of this
Resolution_
This Resolution is PASSED, APPROVED AND ADOPTED this th day of
, 2008 by the following vote:
4
167.
Vote:
Ayes:
Mays:
Abstain:
A 1'1'BST:
, City Clerk
APPROVED AS TO FORM:
City Attorney
City of
by , Mayor
S
168
"
"
E x h i b i t A
M a p d e p i c t i n g n e w s e g m e n t s o f h i g h w a y a n d / o r r o a d w a y t o b e i n c l u d e d i n t h e T I P
[ a t t a c h e d b e h i n d t h i s p a g e ]
E x h i b i t A
1 6 9
RESOLUTION NO.
ATTACHMENT 6
A RESOLUTION OF THE BOARD OF SUPERVISORS OF RIVERSIDE
COUNTY APPROVING AN AMENDMENT TO THE RIVERSIDE
COUNTY TRANSPORTATION COMMISSION TRANSPORTATION
EXPENDITURE PLAN AND RETAIL TRANSACTION AND USE TAX
ORDINANCE (ORDINANCE NO.88-1)
WHEREAS, the Riverside County Transportation Commission Transportation Expenditure
Plan and Retail Transaction and. Use Tax Ordinance, Ordinance No_ 88-1 ("Measure A") was
approved by 78.9 percent of the voters in Riverside County in November of 1988.
WHEREAS, the purpose of Measure A is to help relieve traffic congestion, increase safety,
improve air quality, provide funds to match developers' fees and State and local moneys for
transportation and plan adequately fortraffic by providing essential countywide transportation
improvements.
WHEREAS, the Transportation Expenditure Plan, also referred to as the Transportation
Improvement Plan ("TIP"), was attached as Exhibit B to Measure A and was incorporated therein
by reference_
WHEREAS, the TIP identifies State Highway 111 from Ramon Road to Indio Boulevard
as one of the projects in the Coachella Valley for which Measure A State highway and major
regional road project funds are to be appropriated and expended ("Measure A Highway Funds").
A map depicting the then -current Highway 111 designation between Ramon Road to Indio
Boulevard (the "Original Alignment") was part of the TIP_
WHEREAS, since the passage. of Measure A, the designation of Highway I I I has been
changed as portions of the Original Alignment have been relinquished by the State and are now
maintained by local jurisdictions. Additionally, Highway 111 was realigned in the city of Palm
Springs and now is located on Vista Chino Drive between Indian Canyon Drive and Gene Autry
Trail, as well as the segment of Gene Autry Trail from Vista Chino Drive to South Palm Canyon
Drive.
WHEREAS, changes to the alignment of Highway 111 have raised questions regarding the
eligibility of segments relinquished by the State to local agencies for Measure A Highway Funds.
Furthermore, additional segments of Highway 111 not included in the Original Alignment have
been requested to be eligible for receipt of Measure A Highway Funds_
WHEREAS, pursuant to California Public Utilities Code Section 240302(d), the TIP may
only be amended by the following process:
(I) Initiation of amendment by the commission, reciting findings of necessity for the
amendment_
(2) Approval by the board of supervisors.
(3) Approval by -a majority of the cities constituting a majority of the incorporated
population_
2
170
WHEREAS, the changes to the designation of Highway 111 have created the necessity for
the adoption of an amendment to the TIP, as the TIP is no longer current as applies to Highway
111. Furthermore, in order for Measure A Highway Funds to be effectively expended to carry out
the voter intent for Highway and roadway improvements, an amendment to the TIP is necessary.
WHEREAS, at its meeting on the Board of Directors of the Riverside County
Transportation Commission ("Commission Board") adopted a resolution initiating an amendment
to the TTP, including the required findings of necessity for the amendment.
WHEREAS, the Board of Supervisors of Riverside County (the "Board of Supervisors")
has considered the proposed amendment, and approves said amendment to the TIP,
WHEREAS, Public Utilities Code section 240302, under which Measure A and the TIP
were adopted, states that generated tax revenues may be expended "for the planning,
environmental reviews, engineering and design costs, and related right -of --way acquisition."
WHEREAS, the TIP states that the "scope of highway and commuter rail projects to be
implemented is to be determined through required environmental analysis and full consideration
of alternatives" including "public participation during the environmental analysis process."
WHEREAS, the amendment to the TIP does not approve construction of any transportation
improvements but amends the TIP to reflect current conditions in the Coachella Valley.
WHEREAS, under California Code of Regulations; title 14, section 35378(b)(4), the.
amendment of the TIP is not a "project" subject to environmental review under the California
Environmental Quality Act ("CEQA") because theamendment merely creates a government
funding mechanism and is not a commitment to any specific project.
WHEREAS, under California Code of Regulations, title 14, section 15004, the amendment
of the TIP is not subject to CEQA because there is insufficient information about the
transportation improvements to conduct meaningful environmental review at this time.
WHEREAS, pursuant to the TIP, all appropriate environmental review will be completed_
by the appropriate agencies prior to any future approval of a specific transportation improvement.
NOW, THEREFORE, BE IT RESOLVED BY THE BOARD OF SUPERVISORS OF
RIVERSIDE COUNTY AS FOLLOWS:
Section 1. Incorporation of Recitals. The Recitals set forth above are true and
correct and are incorporated into this Resolution by reference as though
fully set forth herein.
Section 2. Approval of Amendment to the TIP_ The Board of Supervisors hereby
approves the following amendment to the TIP, as initiated by the
Commission Board:
A. Inclusion of Segments to Coachella Valley Portion of TIP: That
portion of the TIP entitled "Coachella Valley". Section 1, entitled
3
171
Section 3.
"State Highways and Major Regional Road Project", of the
aforementioned portion of the TIP, located on page 183-07 of
Measure A, shall be amended to include the segments of highway,
and/or roadway describedbelow and as shown on the map attached
hereto as Exhibit "A" and incorporated herein by reference. The
total amount of funding allocated to the Coachella Valley shall not
be changed.
In Palm Springs, from the intersection of Ramon Road and
Gene Autry Trail, north on Gene Autry Trail to. Vista .Chino
Drive, thence west on Vista Chino Drive to North Palm
Canyon Drive, thence northerly on the existing Highway 111
alignment to Interstate 10;
2_ In Indio, from the crossing of Golf Center Parkway over
Indio Boulevard, northerly on Golf Center Parkway to
Interstate 10; and
3_ In Indio, from the intersection of Highway 111 and Indio
Boulevard, southeasterly on Indio Boulevard and Grapefruit.
Boulevard, the existing and former Highway I 1 1 alignment,
through the city of Coachella and Riverside County to the
intersection of State Route 195 (Avenue 66)_
B. Revision to Map Included as Part of TIP. The map attached as
part of the TIP shall be amended to include those segments of
highway and/or roadway as shown in the map attached to this
Resolution as Exhibit "A".
Approval of Findings. The Board of Supervisors hereby approves the
findings of the Commission Board related to adoption of the amendment to
the TIP.
Section 4. Effective Date. This Resolution shall be effective on the date of its
adoption. Notwithstanding the foregoing, the amendment to the TIP set
forth herein shall not be effective unless and until approved a majority of
the Cities within Riverside County.
Section 5. Notice of Exemption. The Board of Supervisors hereby finds that adoption
of this Resolution is not subject to CEQA and authorizes and directs staff
to file a Notice of Exemption with the County Clerk of Riverside County
and the State Clearinghouse within five (5) days following adoption of this
Resolution.
This Resolution is PASSED, APPROVED AND ADOPTED this th day of
, 2008 by the following vote:
4
172
AYES:
NOES:
ABSENT:
ABSTENTIONS:
ATTEST:
Nancy Romero, Clerk of the Board
APPROVED AS TO FORM:
County Counsel
BOARD OF SUPERVISORS
RIVERSIDE COUNTY
Chairperson
5
173
Exhibit A
Map depicting new segments of highway and/or roadway to be included in the TIP
[attached behind this page]
Exhibit A
174
Notice of Exemption
(California Environmental Quality A
To: Office of Planning and Research:,
1400 Tenth Street, Room 222
P.O. Box 3044
Sacramento, CA 95812-3044
Attn: State Clearinghouse
ATTACHMENT 7
From: The City of (the "City")
Phone:(951)
Riverside County Clerk's Office Fax: (951)
P.O_ Box 751
2720 Gateway Drive
Riverside, CA 92502-0751
Title: Adoption of Resolution Approving an Amendment to Coachella Valley Portion of
Transportation Expenditure Plan and Retail Transaction and Use Tax Ordinance No. 88-1
Location — Specific: In Patin Springs, along Gene Autry Trail, Vista Chino Drive, and Highway
111 _ In Indio, along Golf Center Parkway, Indio Boulevard, and Highway 111.
Location - City: Cities of Palm Springs and Indio. Location — County: Riverside County_
Description of Nature, Purposes, and Beneficiaries: The Riverside County
Transportation Commission Transportation ("RCTC") Expenditure Plan and Retail
Transaction and Use Tax Ordinance, Ordinance No_ 88-1 (the "Plan") was approved by
78.9 percent of the voters in Riverside County in 1988. The purpose of this Plan is to
relieve traffic congestion, increase safety, improve air quality; and provide funding for
essential countywide transportation improvements. The Plan listed the locations of
anticipated improvements in Riverside County, including the Coachella Valley area. Due
to unanticipated realignments in roadways and the relinquishment of State control over
other roadways and highways in Coachella Valley, the Plan must now be amended to
reflect current conditions and specify the current roadway segments which are eligible for
funding. The resolution approving an amendment to the Plan adopted by the City on
2008 does not approve the construction of transportation improvement,
but instead approves an amendment to the Plan in order to make funding available for the
planning and environmental review of future transportation improvements_ The
beneficiaries of these improvements include the residents of Riverside County,
particularly those of the Coachella Valley area_
Name of Public Agency Approving Resolution: The City of
Name of Person or Agencry Carrying Out: Riverside County Transportation Commission
1 of 2
175
Exempt Status: (check one)'
Ministerial (Sec. 21080(6)(1); 15268);
Declared Emergency (Sec_ 21080(3)(3); 15249(a));
Emergency Project (Sec. 21 080(bX4); 15269(bXc));
Categorical Exemption_ State type and section number
Statutory Exemptions_ State code number:
X Other: Not a "Project' (State CEQA Guidelines §§ 1537803)(4); 15004)
Reasons why exempt: Approval of the proposed amendment to the Plan does not approve the
construction of any transportation improvements. The proposed amendment revises the
Plan to accurately state current conditions and specify the transportation system
improvements which are eligible for funding under the Plan. Only those improvements
specified in the Plan are eligible for fimding. The Plan states that "the scope of highway
and commuter rail projects to be implemented is to be determined through required'
environmental analysis and full consideration of alternatives_ Public participation during
the environmental analysis is required." Likewise, Public Utilities Code section 240302
states that the tax revenues available under the Plan are to be expended for the purposes
of "planning, environmental reviews, engineering and design costs, and related right-of-
way acquisition." Accordingly, the Plan must be amended before available tax
revenues can be expended on the planning and," environmental review of anticipated fixture
transportation improvements_ As such, amendment of the Plan is merely "the creation of
ja] government funding mechanism or other government fiscal activit[y]`which doles]
not involve any commitment to any specific project which may result in a potentially
significant physical impact on the environment." (State CEQA Guidelines §
15378(b)(4)_) Additionally, the scope, nature, and construction schedule of the
improvements listed in the amended Plan are currently unknown and initial technj cal and
engineering studies for the improvements have not yet been completed_ "Thus, there is not
yet "enough meaningful information for environmental assessment' of anticipated
transportation improvements, and the amendment of the Plan is merely the "designat[ion}
of a preferred site for CEQA review." (State CEQA Guidelines § 15004.) Accordingly,
the amendment of the Plan is not a "project" and is exempt from environmental review
under CEQA. Any future approval of specific transportation, improvements would be
subject to all required environmental review by the appropriate agencies.
Lead Agency Contact Person: Shirley Medina Phone: (951) 787-7141.
Signature: Date: Title:
2 of 2
17F
Notice of Exemption
(California Environmental Quality Act)
To: Office of Planning and Research
1400 Tenth Street, Room 222
P.O. Box 3044
Sacramento; CA 95812-3044
Attn: State Clearinghouse
Riverside County Clerk's Office
P.O. Box 751
2720 Gateway Drive
Riverside, CA 92502-0751
ATTACHMENT
From: The Board of Supervisors of
Riverside County
c% Riverside County . .
Clerk of the Board
4080 Lemon St_, .1st Floor
Riverside, CA 92501
Phone: (951) 955-1060
Fax: (95 1) 955-1071
Title: Adoption of Resolution Approving an Amendment to Coachella Valley Portion of
Transportation Expenditure Plan and Retail Transaction and Use Tax Ordinance No. 88-1
Location — Specific: In Palm Springs, along Gene Autry Trail, Vista Chino Drive, and Highway
Ill. In Indio, along Golf Center Parkway, Indio Boulevard, and Highway 111.
Location — City: Cities of Palm Springs and Indio. Location — County: Riverside County.
Description of Nature, Purposes, and Beneficiaries: The Riverside County
Transportation Commission Transportation ("RCTC") Expenditure Plan and Retail
Transaction and Use Tax Ordinance, Ordinance No: 88-1 (the `"Plan") was approved by
78.9 percent of the voters in Riverside County in 1988_The purpose of this Plan is to
relieve traffic congestion, increase safety, improve air quality, and .provide funding for
essential countywide transportation improvements. The Plan listed the locations of
anticipated improvements in Riverside County, including the Coachella Valley area. Due
to unanticipated realignments in roadways and the relinquishment of State control over
other roadways and highways in Coachella Valley, the Plan must now be amended to
reflect current conditions and specify the current roadway segments which are eligible for
funding_ The resolution approving an amendment to the Plan adopted by the Board of
Supervisors of Riverside County on ..'_ , - . , 2008 does not approve the construction
of any transportation improvement, but instead approves an amendment to the Plan in
order to make funding available for the planning and environmental review of future
transportation improvements. . The beneficiaries of these improvements include the
residents of Riverside County, particularly those of the Coachella Valley area.
Name of Public Agency Approving Resolution: The City of
Name of Person or Agency Carrying Out: Riverside County Transportation Commission
1 of 2
177
Exempt Status: (check one)
_ Ministerial (Sec. 21080(bx1); 15268);
_ Declared Emergency (Sec_ 21080(bX3); 15269(a));
Emergency Project (Sec. 21080(b)(4); 15269(b)(c));
Categorical Exemption: State type and section number.
Statutory Exemptions. State code number:
X Other Not a "Project" (State CEQA Guidelines §§ 15378(bx4); 15004)
Reasons why exempt: Approval of the proposed amendment to the Plan does not approve the
construction of any transportation improvements. The proposed amendment revises the
Plan to accurately state current conditions and specify the transportation system
improvements which are eligible for funding under the Plan. Only those improvements
specified in the Plan are eligible for funding. The Plan states that "the scope of highway
and commuter rail projects to be implemented is to be determined through required
environmental analysis and full consideration of alternatives. Public participation during
the environmental analysis is required" Likewise, Public Utilities Code section 240302
states that the tax revenues available under the Plan are to be expended for the purposes
of "planning, environmental reviews, engineering and design costs, and related right-of-
way acquisition." Accordingly, the Plan must be amended before available tax
revenues can be expended on the planning and environmental review of anticipated future
transportation improvements. As such, amendment of the Plan is merely "the creation of
[a] government funding mechanism or other government fiscal.actrvitly) which do[es]
not involve any commitment to any specific project which tnay result in a potentially
significant physical impact on the environment." (State CEQA Guidelines §
15378(b)(4)_) Additionally, the scope, nature, and construction schedule of the
improvements listed in the amended Plan are currently unknown and initial technical and
engineering studies for the improvements have not yet been completed. Thus, there is not
yet "enough meaningful information for environmental assessment' of anticipated
transportation improvements, and the amendment of the Plan is merely the "designat[ionj.
of a preferred site for CEQA review." (State CEQA Guidelines § 15004.) Accordingly,
the amendment of the Plan is not a "project" and is exempt from environmental review
under CEQA. Any futureapproval of specific transportation improvements would be
subject to all required environmental review by the appropriate agencies.
Lead Agency Contact Person: Shirley Medina Phone: (951) 787-7141
Signature: Date: Title:
2 of 2
178
WW1111110 41101e410MM 0104 CP p Ilt4e Y01910N0 put 42100000 01,0tam upon p spool spa pa yen Fuv'dew tlYl u0 0etee1u00 YOIIeYu01u1001101 41111019u0d4eJ Irk 0u ES Wp9ta pug'pepgntud map eu110 Fue 10 e9euele10W0010'0I9419010 '40110009'(A4ed
p11Y1 map 01 e911109 6111i luolupt Kg pi tP 91jYPJPOp JO AIYP116M OV pP'FeW oYAa .eplPpYele dVpeeYl6ue l0 SUIROune 014 4l000t Alutellnau Mu 91e An •eiguaxoJpGe 91e te11119e1 dopy 'Flue 6990d111d e'JVtlel9J !01 049110A PI 104 6lep pVe 0d0P1000 I4000
spoLuwenoo la uopehossy
ARM BIIB4oe00
'Mod sel040lN
Rq dew
apeoy.lojeyq —
gemaa,tem461W ----
961. 413m46IH 81e1S Al PAIS olPul amir
1.14 /,BM4IH
WI of Pnl9 opul
pa uowea oLOL LsoorammEd
LLL ReM4BIH
pn19 (s pul m Pa uoulea
LLL Aem461H
8891 • Wel=611Vargo
LLL lem4611-I IeulOPO
pue6ei
ZL 6 9 £ 9'6 0
selRw
uopepuetuumoed uetuuBilty
611\131A1HOVIIV iNILIBIH
"
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 :
S e p t e m b e r 1 0 , 2 0 0 8
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 o f t h e W h o l e "
S h i r l e y M e d i n a , P r o g r a m m i n g a n d P l a n n i n g M a n a g e r
T H R O U G H :
A n n e M a y e r , E x e c u t i v e D i r e c t o r
S U B J E C T :
M e a s u r e A R e g i o n a l A r t e r i a l P r o g r a m 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 " C O M M I T T E E O F T H E W H O L 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 M e a s u r e : A
R e g i o n a l A r t e r i a l ( M A R A ) p r o g r a m .
8 , 4 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 b e e n w o r k i n g w i t h 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 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 ) m e m b e r s i n r e v i e w i n g a n d e v a l u a t i n g p r o j e c t s s u b m i t t e d f o r
2 0 0 9 M A R A p r o g r a m f u n d s . S t a f f a n t i c i p a t e d p r e s e n t i n g p r o g r a m m i n g
r e c o m m e n d a t i o n s t o t h e C o m m i s s i o n a t t h e S e p t e m b e r 2 0 0 8 m e e t i n g . H o w e v e r ,
t h e o u t c o m e o f t h e 2 0 0 8 s t a t e b u d g e t n e g o t i a t i o n s c o u l d h a v e a s i g n i f i c a n t i m p a c t
o n t r a n s p o r t a t i o n f u n d i n g i f P r o p o s i t i o n 4 2 f u n d s a r e r e d i r e c t e d o r b o r r o w e d t o
r e s o l v e b u d g e t i s s u e s . I f t h i s o c c u r s , c u r r e n t l y f u n d e d p r o j e c t s i n 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 ) c o u l d b e a t r i s k o f l o s i n g ' f u n d s
o r d e l a y e d . T h e r e f o r e , s t a f f r e c o m m e n d s w a i t i n g f o r t h e p a s s a g e o f t h e
s t a t e b u d g e t t o a n a l y z e t h e i m p a c t s b e f o r e p r o c e e d i n g o n c o m m i t t i n g a d d i t i o n a l
f u n d s t o p r o j e c t s . T h e C o m m i s s i o n a n t i c i p a t e s p r e s e n t i n g a r e c o m m e n d a t i o n f o r
t h e M A R A p r o g r a m o f p r o j e c t s i n D e c e m b e r 2 0 0 8 .
R e g a r d l e s s o f t h e o u t c o m e o f t h e s t a t e b u d g e t o n t r a n s p o r t a t i o n f u n d i n g , s t a f f i s
s u p p o r t i v e o f f u n d i n g p r o j e c t s t h a t a r e r e a d y f o r c o n s t r u c t i o n _ A t i t s J u l y 9 , 2 0 0 8
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 $ 2 m i l l i o n f o r t h e c i t y o f L a k e E l s i n o r e ' s
S t a t e R o u t e 7 4 / I n t e r s t a t e 1 5 i n t e r c h a n g e p r o j e c t , w h i c h w a s r e a d y f o r
c o n s t r u c t i o n . T h e p r o j e c t w a s a d v e r t i s e d o n J u l y 1 6 , 2 0 0 8 . S t a f f h a s i n f o r m e d
l o c a l a g e n c i e s t h a t s u b m i t t e d p r o j e c t s f o r M A R A f u n d s t o n o t i f y t h e C o m m i s s i o n i f
t h e i r p r o j e c t ( s ) a d v a n c e s t o t h e c o n s t r u c t i o n s t a g e p r i o r t o a p p r o v a l o f t h e M A R A
p r o g r a m o f p r o j e c t s f o r f u n d i n g c o n s i d e r a t i o n .
A g e n d a I t e m 7 1
8 9
Following is an overview of the MARA call for projects:
October 2007
Commission approved guidelines and released call for projects
for $300 million.
December 2007 35 projects were submitted, totaling .$660 million_
March 2008
Staff revised Measure A revenue projections as a result of the
downturn in the economy and informed Commission that TUMF
RegionalArterial program revenues, project costs, and
schedules were being re-evaluated.
April - June 2008 Commission/WRCOG staff collected updated project costs and
schedules of TUMF projects to ensure the viability and
deliverability of the TUMF program. Staff also worked with
Western County TAC members to complete MARA project
rankings based on evaluation criteria and updated schedules.
July 2008
Commission approved $2 million MARA funding for
Lake Elsinore s SR-74/I-15 interchange improvement project.
Staff presented updated project schedules/ranking to Western
County TAC members for discussionfinput purposes.
December 2008 Estimated date of MARA program recommendations.
Agenda Item 71
•
90
" A G E N C Y T A C M E M B E R B A N N I N G D U A N E B U R K D i r e c t o r o f P u b l i c W o r k s B E A U M O N T ~ I J O H N W I L D E R B L Y T H E C V A G C A L I M E S A C A L T R A N S A s s i s t a n t D i r e c t o r o f P u b l i c W o r k s I J I M R O D K E Y P u b l i c W o r k s D i r e c t o r A L L Y N W A G G L E i A N N E S C H N E I D E R I S E A N Y E U N G A L T E R N A T E K a h a n a O e i C h a d A a b y C i t y E n g i n e e r C a r o l C l a p p e r B i l l M o s b y T E C H N I C A L A D ' 6 R Y C O M M I T T E E S e p t e m m J l l ' 1 s , 2 0 0 8 P R I N T N A M E ~ n _ \ r . i i - . . > 6 ' , w \ L L . o \ : : r , ~ R o d / A ! - ' ! C A N Y O N L A K E I H A B I B M O T L A G H E r i c S k a u g s e t - , / . C i t y E n g i n e e r A s s i s t a n t E n g i n e e r ~ ( . . . J - - ' ~ , L - + . . 1 B I L L B A Y N E P a v e l H o r n ~ ~ " N A T U R E C I T Y I I " 0 1 L L ~ ~ q ; 1 - 1 ~ ~ l c o A C H E L L A I P A U L T O O R I T o n y L u c e r o � - - - - - - - - - - - - - � - - - - - - 1 P u b l i c W o r k s D i r e c t o r 1 C O R O N A A M A D Q A T T A N P u b l i c W o r k s D i r e c t o r K i p F i e l d ? ~ . ( / o . 1 , . j A s s i s t a n t P u b l i c W o r k s { \ t . ' � , . I - . D i r e c t o r ~ N b ) t k r _ , t : f ~ L / ~ ~ 1 - ~ r ' i / I D E S E R T H O T I J O N A T H A N H O Y I S t e v e n M e n d o z a , / f . / S P R I N G S ! P u b l i c W o r k s D i r e c t o r / C i t y ! C o m m u n i t y D e v e l o p m e n t , : } o . . ; A T ' ~ t f n O I E n g i n e e r I D i r e c t o r 9 / 1 1 / 2 0 0 8
" A G E N C Y T A C M E M B E R H E M E T M I K E G O W I N D I A N W E L L S T I M W A S S I L P u b l i c W o r k s D i r e c t o r / C i t y E n g i n e e r I N D I O r i n c i p a l C i v i l E n g i n e e r L A Q U I N T A T I M O T H Y J O N A S S O N P u b l i c W o r k s D i r e c t o r / C i t y E n g i n e e r L A K E K E N S E U M A L O E L S I N O R E C i t y E n g i n e e r M O R E N O C H R I S V O G T V A L L E Y P u b l i c W o r k s D i r e c t o r / C i t y E n g i n e e r M U R R I E T A P A T R I C K T H O M A S D i r e c t o r o f P u b l i c W o r k s / C i t y E n g i n e e r N O R C O B I L L T H O M P S O N I D i r e c t o r o f P u b l i c W o r k s P A L M D E S E R T M A R K G R E E N W O O D D i r e c t o r o f P u b l i c w o r k s P A L M S P R I N G S D A V E B A R A K I A N D i r e c t o r o f P u b l i c W o r k s / C i t y E n g i n e e r - - - - - P V V T A L E S N E L S O N C i t y M a n a g e r A L T E R N A T E V i c t o r M o n z P r i n c i p a l E n g i n e e r B o n d i e B a k e r A s s i s t a n t E n g i n e e r I I J i m S m i t h D i r e c t o r o f P u b l i c W o r k s N i c k N i c k e r s o n E d B a s u b a C i t y T r a f f i c E n g i n e e r R u s s N a p i e 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 M a n a g e r L o r i A s k e w A s s o c i a t e E n g i n e e r A l a n a T o w n s e n d M a r c u s F u l l e r T E C H N I C A L A D ' 6 R Y C O M M I T T E E S e p t e m - 1 5 , 2 0 0 8 P R I N T N A M E - - - l o � ~ } r o ' , , [ c - r k . , r Y I " ; ; t A t w . - \ ' - ~ ~ v l r o . D P 1 r t 1 , v q p n _ 1 J . . 1 < r / ) # " I N A T U R E - - - - - - 9 / 1 1 1 2 0 0 8
" A G E N C Y T A C M E M B E R P E R R I S I R O N C A R R R T A R A N C H O M I R A G E R I V E R S I D E R I V E R S I D E C O U N T Y S A N J A C I N T O S U N L I N E P u b l i c W o r k s D i r e c t o r M A R K S T A N L E Y D i r e c t o r o f P l a n n i n g B R U C E H A R R Y D i r e c t o r o f P u b l i c W o r k s T O M B O Y D D e p u t y P u b l i c W o r k s D i r e c t o r / C i t y E n g i n e e r I J U A N P E R E Z D i r e c t o r o f T t : f v t i ! r T V Z . . A w S r " O Z , T - 6 ' 1 1 H A B I B M O T L A G H C i t y E n g i n e e r E U N I C E L O V I D i r e c t o r o f P l a n n i n g A L T E R N A T E H a b i b M o t l a g h C i t y E n g i n e e r B r e t T e e b k e n P l a n n i n g A n a l y s t R a n d y V i e g a s P r o j e c t M a n a g e r S i o b h a n F o s t e r P a t t y R o m o D e p u t y D i r e c t o r o f r a n s p o r t a t i o n E r i c S k a u g s e t A s s i s t a n t E n g i n e e r A l f o n s o H e r n a n d e z A s s i s t a n t P l a n n e r T E M E C U L A I B I L L H U G H E S G r e g B u t l e r W R C O G I ( 1 ' v v . s / J > - c n < J . I A . Y t f D i r e c t o r o f P u b l i c W o r k s D e p u t y P u b l i c W o r k s P u b l i c W o r k s D e p a r t m e n t D i r e c t o r R U T H A N N E T A Y L O R � B E R G E R r < J . " e J . " 1 l t A o r < A S " h ( 1 . J . � ' t ! o a t e ; ; I f r e J l f ~ m o l ~ o d l A - 1 - ~ ~ ' - ~ \ . < \ . . ~ ~ . . . . . . a . ~ \ ~ ~ ~ ~ ' " " " ' ~ 1 > - . L ~ ' ~ " " - T E C H N I C A L A D ' 6 R Y C O M M I T T E E S e p t e m ' F r 1 5 , 2 0 0 8 P R I N T N A M E / ! F u c c / - ? n c - r ; / P - 1 6 j , ! ~ c . ~ ~ u n - A - / ) f . F o r - / 5 C ' t ' Z ~ ~ ~ - n _ t : : - ( 2 _ _ _ , . . , ~ ~ ~ ' - ~ ~ ' " S I G N A T U R E l v - ~ J C A o r v - . r t t _ o t - v C - 1 . J J ~ 9 / 1 1 / 2 0 0 8
" " A G E N C Y ( 2 G - r c _ _ , Q ~ - r c ~ e : r u W ' i � L O ~ f l - r p , ~ ~ C 1 . . r ' f o ( ' / N D 1 0 T E C H N I C A L A D . R Y C O M M I T T E E S e p t e m b e r 1 5 , 2 0 0 8 N A M E T E L E P H O N E O R E - M A I L w ~ ~ ~ V ' ) ) ' 1 , r \ d . w v \ o ~ r 1 @ r ~ n ~ o ' < j � - p a l k ' ~ t ( l l o P c . a y h ' \ \ D G J r c - t c , , ~ 9 0 9 - 3 9 3 - ' - / I J 3 ' J P 1 1 r / f 1 l / . f / 1 A L L - Y I f , 4 T A I C . / 1 _ f - I A L ' - Y � 2 d o + . e A . J C I V e r o s : , o Q r r c ; k . , c / ; J r u - c - e - - / - J - l ' v a . - r e ~ q / v ~ e - e . , e - r - ~ + - c - / ~ t - ( . ; U L < f ! w ' { c 0 0 . ' ( . 0 ~ , c f f . v 5 " - " f ' v t l l - A - t J ~ u ~ ~ ~ ~ l ' J , r t - t l ~ m e t U c , , W V < , ; ( J , l f _ { v v > 1 1 . w _ . _ � G d _ ' l t \ _ _ _ _ _ - - - 1 l ~ v , i ~ i r c t - G � ~ G ~ l f N ; - E K L U N D ~ e k f v n J , @ 1 \ , , , J ' " � o r ~ " " " - ' - ' ' ' ' 1 , , . v r v , " ' ~ m 1 l ' Y \ \ . o � 0 ~ \ l ' " ' f \ o , _ _ " ~ \ L ~ c 8 " - ' \ t ~ E ~ ~ \ h ~ C V \ ; \ f \ I t ~ V \ 4 . t , J ' M J \ . A f \ . ~ ( \ / ~ C ~ G ~ ' T T R " ( { 1 . . S V I G - ~ e l \ J ' " D A v l d . ~ A t J \ I J d ~ i r e ~ ~ s . e o m 9 / 1 1 / 2 0 0 8