HomeMy Public PortalAbout06 June 10, 2009 Commission87347
REM 4DS
RIVERSIDE COUNTY TRANSPORTATION COMMISSION
MEETING AGENDA
TIME: 9:30 a.m.
DATE: Wednesday, June 10, 2009
LOCATION: BOARD ROOM
County of Riverside Administrative Center
4080 Lemon Street, First Floor, Riverside
Commissioners
Chair: Bob Magee
15` Vice Chair: Bob Buster
2nd Vice Chair: To Be Elected
Bob Buster, County of Riverside
John F. Tavaglione, County of Riverside
Jeff Stone, County of Riverside
Roy Wilson, County of Riverside
Marion Ashley, County of Riverside
Bob Botts / Don Robinson, City of Banning
Roger Berg / Jeff Fox, City of Beaumont
Joseph DeConinck / Robert Crain, City of Blythe
Ray Quinto / Jim Hyatt, City of Calimesa
Mary Craton / Jordan Ehrenkranz, City of Canyon Lake
Gregory S. Pettis / Kathleen DeRosa, City of Cathedral City
Eduardo Garcia / Steven Hernandez, City of Coachella
Karen Spiegel / Steve Nolan, City of Corona
Scott Matas / Russell Betts, City of Desert Hot Springs
Robin Lowe / Eric McBride, City of Hemet
Patrick J. Mullany / Larry Spicer, City of Indian Wells
Glenn Miller / Ben Godfrey, City of Indio
Terry Henderson / Don Adolph, City of La Quinta
Bob Magee / Melissa Melendez, City of Lake Elsinore
Darcy Kuenzi / Scott Mann, City of Menifee
Jesse Molina / Bonnie Flickinger, City of Moreno Valley
Rick Gibbs / Kelly Bennett, City of Murrieta
Frank Hall / Malcolm Miller, City of Norco
Jim Ferguson / Cindy Finerty, City of Palm Desert
Steve Pougnet / Ginny Foat, City of Palm Springs
Daryl Busch / Al Landers, City of Perris
Ron Meepos / Alan Seman, City of Rancho Mirage
Steve Adams / Andy Melendrez, City of Riverside
James Potts / Jim Ayres, City of San Jacinto
Ron Roberts / Jeff Comerchero, City of Temecula
Scott Farnam / Bridgette Moore, City of Wildomar
Raymond Wolfe, Governor's Appointee
Anne Mayer, Executive Director
John Standiford, Deputy Executive Director
Comments are welcomed by the Commission. If you wish to provide comments to the Commission, please
complete and submit a Speaker Card to the Clerk of the Board.
11.36.00
RIVERSIDE COUNTY TRANSPORTATION COMMISSION
www.rctc.org
AGENDA*
*Actions may be taken on any item listed on the agenda
9:30 a.m.
Wednesday, June 10, 2009
BOARD ROOM
County of Riverside Administrative Center
4080 Lemon Street, First Floor, Riverside, CA
In compliance with the Brown Act and Government Code Section 54957.5, agenda
materials distributed 72 hours prior to the meeting, which are public records relating to open
session agenda items, will be available for inspection by members of the public prior to the
meeting at the Commission office, 4080 Lemon Street, Third Floor, Riverside, CA, and on
the Commission's website, www.rctc.org.
In compliance with the Americans with Disabilities Act and Government Code Section
54954.2, if special assistance is needed to participate in a Commission meeting, please
contact the Clerk of the Board at (951) 787-7141. Notification of at /east 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. PLEDGE OF ALLEGIANCE
3. ROLL CALL
4. PUBLIC COMMENTS — Each individual speaker is limited to speak three (3)
continuous minutes or less. The Commission may, either at the direction of the Chair
or by majority vote of the Commission, waive this three minute time limitation.
Depending on the number of items on the Agenda and the number of speakers, the
Chair may, at his/her discretion, reduce the time of each speaker to two (2)
continuous minutes. In addition, the maximum time for public comment for any
individual item or topic is thirty (30) minutes. Also, the Commission may terminate
public comments if such comments become repetitious. Speakers may not yield their
time to others without the consent of the Chair. Any written documents to be
distributed or presented to the Commission shall be submitted to the Clerk of the
Board. This policy applies to Public Comments and comments on Agenda Items.
Under the Brown Act, the Board should not take action on or discuss matters raised
during public comment portion of the agenda which are not listed on the agenda.
Board members may refer such matters to staff for factual information or to be
placed on the subsequent agenda for consideration.
Riverside County Transportation Commission Agenda
June 10, 2009
Page 2
5. APPROVAL OF MINUTES — MAY 13, 2009
6. PUBLIC HEARING — PROPOSED BUDGET FOR FISCAL YEAR 2009/10
Overview
This item is for the Commission to:
Page 1
1) Continue the public hearing to receive input on the proposed Budget
for FY 2009/10;
2) Close the public hearing; and
3) Adopt the proposed Budget for FY 2009/10.
7. ADDITIONS/REVISIONS — The Commission may add an item to the Agenda after
making a finding that there is a need to take immediate action onthe item and that
the item came to the attention of the Commission subsequent to ,the posting of the
agenda. An action adding an item to the agenda requires 2/3 vote of the
Commission. If there are less than 2/3 of the Commission members present, adding
an item to the agenda requires a unanimous vote. Added items will be placed for
discussion at the end of the agenda.
8. CONSENT CALENDAR All matters on the Consent Calendar will be approved in a
single motion unless a Commissioner(s) requests separate action on specific item(s).
Items pulled from the Consent Calendar will be placed for discussion at the end of
the agenda.
8A. FEDERAL TRANSIT ADMINISTRATION DISADVANTAGED BUSINESS
ENTERPRISE PROGRAM AND PROPOSED GOAL FOR FEDERAL FISCAL
YEAR 2009/10
Page 226
Overview
This item is for the Commission to:
1) Adopt 0.0% as its annual race -neutral Federal Transit
Administration, (FTA) Disadvantaged Business Enterprise (DBE)
goal for FFY 2009/10 from October 1, 2009 to
September 30, 2010;
2) Adopt Resolution No. 09-012, "A Resolution of the
Riverside County Transportation Commission Adopting Its
Federal Fiscal Year 2009/10 Disadvantaged Business Enterprise
Program and Goal (49 CFR Part 26) as Applies to Funding
Received Directly from the Federal Transit Administration
3) Post the proposed DBE overall annual goal for FFY 2009/10 and
receive comments for 45 days; and
4) Submit the FFY 2009/10 FTA DBE program and annual goal to
the FTA.
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R i v e r s i d e C o u n t y T r a n s p o r t a t i o n C o m m i s s i o n A g e n d a
J u n e 1 0 , 2 0 0 9
P a g e 3
8 B . F E D E R A L H I G H W A Y A D M I N I S T R A T I O N A N D C A L T R A N S
D I S A D V A N T A G E D B U S I N E S S E N T E R P R I S E P R O G R A M A N D
P R O P O S E D A N N U A L A N T I C I P A T E D R A C E - C O N S C I O U S A N D R A C E -
N E U T R A L P A R T I C I P A T I O N G O A L S F O R F E D E R A L F I S C A L Y E A R
2 0 0 9 / 1 0
P a g e 2 4 4
O v e r v i e w
T h i s i t e m i s f o r t h e C o m m i s s i o n t o :
1 ) A d o p t 0 . 3 % a s i t s r a c e - c o n s c i o u s A n n u a l A n t i c i p a t e d D B E
P a r t i c i p a t i o n L e v e l ( A A D P L ) a n d 0 . 4 % a s i t s r a c e - n e u t r a l A n n u a l
A n t i c i p a t e d D B E P a r t i c i p a t i o n L e v e l ( A A D P L ) f o r
F F Y 2 0 0 9 / 1 0 f r o m O c t o b e r 1 , 2 0 0 9 t o S e p t e m b e r 3 0 , 2 0 1 0 ;
2 ) A d o p t R e s o l u t i o n N o . 0 9 - 0 1 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 A d o p t i n g I t s
F e d e r a l F i s c a l Y e a r 2 0 0 9 / 1 0 D i s a d v a n t a g e d B u s i n e s s E n t e r p r i s e
P r o g r a m a n d A n n u a l A n t i c i p a t e d D B E P a r t i c i p a t i o n L e v e l a s
A p p l i e s t o F u n d i n g R e c e i v e d f r o m t h e F e d e r a l H i g h w a y
A d m i n i s t r a t i o n T h r o u g h C a l t r a n s " ;
3 ) A u t h o r i z e t h e C h a i r , p u r s u a n t t o l e g a l c o u n s e l r e v i e w , t o
e x e c u t e t h e a g r e e m e n t o n b e h a l f o f t h e C o m m i s s i o n f o r
s u b m i s s i o n t o C a l t r a n s ;
4 ) A u t h o r i z e t h e C h a i r t o e x e c u t e t h e L o c a l A g e n c y D B E A n n u a l
S u b m i t t a l F o r m o n b e h a l f o f t h e C o m m i s s i o n f o r s u b m i s s i o n t o
C a l t r a n s ; a n d
5 ) S u b m i t t h e F F Y 2 0 0 9 / 1 0 D B E p r o g r a m a n d A A D P L t o
F e d e r a l H i g h w a y A d m i n i s t r a t i o n ( F H W A ) a n d C a l t r a n s .
8 C . Q U A R T E R L Y F I N A N C I A L S T A T E M E N T S
P a g e 2 9 1
O v e r v i e w
T h i s i t e m i s f o r t h e C o m m i s s i o n t o r e c e i v e a n d f i l e t h e Q u a r t e r l y
F i n a n c i a l S t a t e m e n t s f o r t h e p e r i o d e n d e d M a r c h 3 1 , 2 0 0 9 .
8 D . Q U A R T E R L Y S A L E S T A X A N A L Y S I S
P a g e 2 9 7
O v e r v i e w
T h i s i t e m i s f o r t h e C o m m i s s i o n t o r e c e i v e a n d f i l e t h e s a l e s t a x
a n a l y s i s f o r Q u a r t e r 4 , 2 0 0 8 .
Riverside County Transportation Commission Agenda
June 10, 2009
Page 4
8E. 2009 STATE ROUTE 91 IMPLEMENTATION PLAN UPDATE
Page 305
Overview
This item is for the Commission to receive and file an update on the
2009 State Route 91 Implementation Plan.
8F. EXTENSION OF 1989 MEASURE A HIGHWAY FUNDING FOR THREE
COACHELLA VALLEY PROJECTS
Overview
This item is for the Commission to:
Page 336
1) Approve the following three amendments to the previously
approved 1989 Measure A Coachella Valley highway project
agreements for an extension of the termination date beyond
June 30, 2009 as follows:
a) Agreement No. M23-006-02 (West Cathedral Canyon
channel to East Palm Canyon Drive bridge widening
project in city of Cathedral City) extended to December
31, 2010;
b) Agreement No. 06-31-017-02 (Jefferson Street to
Madison Street in city of Indio) extended to December
31, 2009;
c} Agreement No. 07-31-097-02 (West city limits to
Washington Street in city of La Quinta) extended to
December 31, 2009;
2) Approve reductions to the Measure A funding amounts in the
above amendments as follows:
a) Agreement No. M23-006-02 by $357,600 for a revised
funding amount of $3,942,400;
b} Agreement No. 07-31-097-02 by $178,600 for a revised
funding amount of $ 1,976,400; and
3) Authorize the Executive Director, pursuant to legal counsel
review, to execute the agreements on behalf of the
Commission.
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R i v e r s i d e C o u n t y T r a n s p o r t a t i o n C o m m i s s i o n A g e n d a
J u n e 1 0 , 2 0 0 9
P a g e 5
8 G . 1 9 8 9 M E A S U R E A H I G H W A Y L O C A L C I R C U L A T I O N F U N D S F O R
S T A T E R O U T E 6 0 / V A L L E Y W A Y I N T E R C H A N G E
O v e r v i e w
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 :
P a g e 3 3 9
1 ) A p p r o v e A g r e e m e n t N o . 0 9 - 3 1 - 0 7 8 - 0 0 w i t h t h e c o u n t y o f
R i v e r s i d e a u t h o r i z i n g 1 9 8 9 M e a s u r e A L o c a l C i r c u l a t i o n f u n d s
f o r t h e S t a t e R o u t e 6 0 / V a l l e y W a y I n t e r c h a n g e i n t h e a m o u n t o f
u p t o $ 5 . 5 m i l l i o n ;
2 ) E x t e n d t h e e x p e n d i t u r e r e i m b u r s e m e n t o f 1 9 8 9 M e a s u r e A
f u n d s e x p i r i n g o n J u n e 3 0 , 2 0 0 9 t o J u n e 3 0 , 2 0 1 1 ; a n d
3 ) A u t h o r i z e t h e C h a i r , p u r s u a n t t o l e g a l c o u n s e l r e v i e w , t o
e x e c u t e t h e a g r e e m e n t o n b e h a l f o f t h e C o m m i s s i o n .
8 H . 1 9 8 9 M E A S U R E A H I G H W A Y L O C A L C I R C U L A T I O N F U N D S F O R
S T A T E R O U T E 9 1 N A N B U R E N B O U L E V A R D I N T E R C H A N G E
P a g e 3 4 1
O v e r v i e w
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 A g r e e m e n t N o . 0 9 - 3 1 - 0 7 7 - 0 0 w i t h t h e c i t y o f
R i v e r s i d e a u t h o r i z i n g 1 9 8 9 M e a s u r e A L o c a l C i r c u l a t i o n f u n d s
f o r t h e S t a t e R o u t e 9 1 / V a n B u r e n B o u l e v a r d i n t e r c h a n g e p r o j e c t
i n t h e a m o u n t o f $ 7 . 6 1 6 m i l l i o n ;
2 ) A u t h o r i z e s t a f f t o u t i l i z e f e d e r a l , s t a t e , a n d / o r l o c a l f u n d s b a s e d
o n p r o j e c t d e l i v e r y a n d a v a i l a b i l i t y o f t h e s e f u n d s ;
3 ) E x t e n d t h e e x p e n d i t u r e r e i m b u r s e m e n t o f 1 9 8 9 M e a s u r e A
f u n d s e x p i r i n g o n J u n e 3 0 , 2 0 0 9 t o J u n e 3 0 , 2 0 1 1 ; a n d
4 ) A u t h o r i z e t h e C h a i r , p u r s u a n t t o l e g a l c o u n s e l r e v i e w , t o
e x e c u t e t h e a g r e e m e n t o n b e h a l f o f t h e C o m m i s s i o n .
8 1 . F I S C A L Y E A R 2 0 0 8 / 0 9 M E A S U R E A F I V E - Y E A R C A P I T A L
I M P R O V E M E N T P L A N A M E N D M E N T F O R L O C A L S T R E E T S A N D
R O A D S F O R T H E C I T Y O F T E M E C U L A
P a g e 3 4 3
O v e r v i e w
T h i s i t e m i s f o r t h e C o m m i s s i o n t o a p p r o v e a n a m e n d m e n t t o t h e
F Y 2 0 0 8 / 0 9 M e a s u r e A F i v e - Y e a r C a p i t a l I m p r o v e m e n t P l a n ( C I P ) f o r
L o c a l S t r e e t s a n d R o a d s f o r t h e c i t y o f T e m e c u l a ( T e m e c u l a ) a s
s u b m i t t e d .
Riverside County Transportation Commission Agenda
June 10, 2009
Page 6
8J. SB 821 BICYCLE AND PEDESTRIAN FACILITIES PROGRAM
EXTENSION FOR THE CITY OF TEMECULA
Page 346
Overview
This item is for the Commission to grant the city of Temecula
(Temecula) an extension to June 30, 2010, for approved SB 821
program funds for the Santa Gertrudis Creek pedestrian/bicycle bridge
overcrossing project.
8K. REQUEST FOR QUALIFICATIONS FOR CONSTRUCTION
MANAGEMENT SERVICES FOR THE INTERSTATE 215/
STATE ROUTE 74 INTERCHANGE PROJECT
Page 350
Overview
This item is for the Commission to authorize staff to issue a request
for qualifications (RFQ) and conduct a selection process for
construction• management and related services for the
Interstate 215/State Route 74 interchange project in the city of Perris.
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8L. AMENDMENTS TO THE RIGHT-OF-WAY POLICIES AND PROCEDURES .
MANUAL
Page 352
Overview
This item is for the Commission to:
1) Approve revisions to certain provisions in the Right -of -Way
Policies and Procedures manual; and
2) Adopt Resolution No. 09-01 1, "A Resolution of the Riverside
County Transportation Commission Regarding Revisions to the
Right -of -Way Policies and Procedures Manual".
Riverside County Transportation Commission Agenda
June 10, 2009
Page 7
8M. AMENDMENTS WITH ZAMISKI CONSTRUCTION AND REAL ESTATE
CONSULTING SERVICES, INC., FOR PROPERTY MAINTENANCE
SERVICES
Overview
This item is for the Commission to:
Page 362
1) Approve Agreement No. 07-51-089-01, Amendment No. 1 to
Agreement No. 07-51-089-00, with Zamiski Construction to
exercise the first one-year option extension to expire on
December 31, 2010;
2) Approve Agreement No. 07-52-088-01, Amendment No. 1 to
Agreement No. 07-52-088-00, with Real Estate Consulting and
Services, Inc. to exercise the first one-year option extension to
expire on December 31, 2010;
3) Approve additional funding in the combined amount of
$950,000 for the services to be provided by Zamiski
Construction and Real Estate Consulting and Services, Inc.; and
4) Authorize the Executive Director, pursuant to legal counsel
review, to execute the agreements on behalf of the
Commission.
8N. DEFERRAL OF UNIVERSITY OF CALIFORNIA RIVERSIDE METROLINK
STATION FOR THE PERRIS VALLEY LINE PROJECT
Overview
This item is for the Commission to:
Page 367
1) Defer development of the University of California, Riverside
(UCR) station from opening day service as part of the
Perris Valley Line (PVL) project; and
2) Maintain the status in the environmental clearance process as a
possible future station.
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Riverside County Transportation Commission Agenda
June 10, 2009
Page 8
80. AMENDMENT TO AGREEMENT WITH PSOMAS TO PROVIDE
CONSTRUCTION SUPPORT SERVICES FOR THE PHASE 1 —
PERRIS MULTIMODAL TRANSPORTATION FACILITY
Page 369
Overview
This item is for the Commission to:
1) Approve Agreement No. 04-33-007-04, Amendment No. 4
to Agreement No. 04-33-007-00, with Psomas for
construction support services for Phase I — Perris Multimodal
Transportation Facility in a not to exceed amount of $73,769,
for a total contract value of $1,163,461, plus a general
contingency amount of $6,231 for a total not to exceed amount
of $1,169,692;
2) Authorize the Chair, pursuant to legal counsel review, to
execute the agreement on behalf of the Commission; and
3) Authorize Executive Director, pursuant to legal counsel review,
to approve the use of the contingency as may be required for
the project.
8P. PROPOSED METROLINK BUDGET FOR FISCAL YEAR 2009/10
Page 373
Overview
This item is for the Commission to:
1) Adopt the preliminary FY 2009/10 Metrolink operating and
capital budget;
2) Allocate the Commission's funding commitment to the Southern
California Regional Rail Authority (SCRRA) in an amount not to
exceed of $6,502,900 in Local Transportation Fund (LTF) fund
for train operations and maintenance -of -way, and $21,912,200
for capital projects to be funded by Federal Transit
Administration (FTA) Section 5307, American Recovery and
Reinvestment Act (ARRA) funds, State Transit Assistance (STA)
funds and LTF; and
3) Authorize the SCRRA to apply $155,200 of the Commission's
prior year carryover funds to the FY 2009/10 operating budget
to cover an unanticipated increase in the liability insurance
premiums.
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R i v e r s i d e C o u n t y T r a n s p o r t a t i o n C o m m i s s i o n A g e n d a
J u n e 1 0 , 2 0 0 9
P a g e 9
8 Q . I M P L E M E N T A T I O N O F S E C U R I T Y C A R T P R O G R A M A T T H E
C O M M U T E R R A I L S T A T I O N S
O v e r v i e w
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 :
P a g e 3 7 9
1 ) A p p r o v e i m p l e m e n t a t i o n o f a s e c u r i t y c a r t p r o g r a m a t t h e t h r e e
l a r g e s t C o m m i s s i o n - o w n e d c o m m u t e r r a i l M e t r o l i n k s t a t i o n s ,
w i t h c a p i t a l e x p e n d i t u r e s n o t t o e x c e e d o f $ 5 0 , 0 0 0 a n d
o p e r a t i n g e x p e n d i t u r e s n o t t o e x c e e d $ 1 0 , 0 0 0 a y e a r ; a n d
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 , p u r s u a n t t o l e g a l c o u n s e l .
r e v i e w , t o p u r c h a s e e q u i p m e n t a n d s e r v i c e s t o i m p l e m e n t t h e
a s p e c t s o f t h i s p r o g r a m o n b e h a l f o f t h e C o m m i s s i o n .
8 R . A G R E E M E N T W I T H C A L I B E R P A V I N G C O M P A N Y , I N C . F O R
R E H A B I L I T A T I O N O F T H E C O M M U T E R R A I L S T A T I O N P A R K I N G L O T S
P a g e 3 8 3
O v e r v i e w
T h i s i t e m i s f o r t h e C o m m i s s i o n t o :
1 ) A w a r d A g r e e m e n t N o . 0 9 - 2 4 - 0 6 3 - 0 0 t o C a l i b e r P a v i n g
C o m p a n y , I n c . f o r r e p a i r s , p a v i n g , s l u r r y s e a l i n g , a n d s t r i p i n g o f
v a r i o u s C o m m i s s i o n - o w n e d c o m m u t e r r a i l s t a t i o n p a r k i n g l o t s
f o r t h e M e t r o l i n k S t a t i o n R e h a b i l i t a t i o n a n d M a i n t e n a n c e P l a n
( P l a n ) f o r a n o t t o e x c e e d a m o u n t o f $ 7 9 0 , 8 8 6 ; a n d
2 ) A u t h o r i z e t h e C h a i r , p u r s u a n t t o l e g a l c o u n s e l r e v i e w , t o
e x e c u t e t h e a g r e e m e n t o n b e h a l f o f t h e C o m m i s s i o n .
Riverside County Transportation Commission Agenda
June 10, 2009
Page 10
8S. AMENDMENT TO AGREEMENT WITH CALLAN MANAGEMENT •
COMPANY DBA WESTERN AREA SECURITY SERVICES
Overview
This item is for the Commission to:
Page 387
1) Receive and file the Review of Contract Billings of Callan
Management Company dba Western Area Security Service
(WASS);
2) Approve Agreement No. 06-25-071-01, Amendment No. 1 to
Agreement No. 06-25-071-00, with WASS to provide additional
security services at the five Metrolink commuter rail stations,
with an increase to the current contract in the amount of
$405,000 and exercise the first one-year option in the amount
of $1.3 million;
3) Approve a budget adjustment to increase expenditures by
$205,000; and
4) Authorize the Executive Director, pursuant to legal counsel
review, to execute the agreement on behalf of the Commission.
8T. COMMUTER RAIL PROGRAM UPDATE
Page 398
Overview
This item is for the Commission to receive and file an update on the
Commuter Rail Program.
8U. FISCAL YEARS 2009/10 — 2011/12 SHORT RANGE TRANSIT PLANS
Page 406
Overview
This item is for the Commission to review and approve, in concept, the
FYs 2009/10 — 2011/12 Short Range Transit Plans (SRTP) for the
cities of Banning, Beaumont, Corona, Palo Verde Valley Transit Agency
(PVVTA), Riverside, Riverside Transit Agency (RTA),. SunLine Transit
Agency (SunLine) and the Commission's Regional Commuter Rail
Program.
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R i v e r s i d e C o u n t y T r a n s p o r t a t i o n C o m m i s s i o n A g e n d a
J u n e 1 0 , 2 0 0 9
P a g e 1 1
8 V . F I S C A L Y E A R 2 0 0 8 / 0 9 T H I R D Q U A R T E R S T A T U S O F P R O D U C T I V I T Y
I M P R O V E M E N T P R O G R A M
P a g e 4 1 1
O v e r v i e w
T h i s i t e m i s f o r t h e C o m m i s s i o n t o r e c e i v e a n d f i l e t h e t r a n s i t
o p e r a t o r s ' t h i r d q u a r t e r c o m p l i a n c e s t a t u s r e p o r t o n t h e F Y 2 0 0 8 / 0 9
P r o d u c t i v i t y I m p r o v e m e n t P r o g r a m ( P I P ) .
8 W . P A L O V E R D E V A L L E Y - F I S C A L Y E A R 2 0 0 9 / 1 0 U N M E T T R A N S I T
N E E D S H E A R I N G
O v e r v i e w
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 :
P a g e 4 2 3
1 ) R e a f f i r m t h e C o m m i s s i o n ' s d e f i n i t i o n o f " U n m e t T r a n s i t N e e d s "
a n d " R e a s o n a b l e t o M e e t " s t a n d a r d s ; a n d
2 ) M a k e a f i n d i n g t h r o u g h t h e a d o p t i o n o f R e s o l u t i o n N o . 0 9 - 0 1 0 ,
" 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 A d o p t i n g a F i n d i n g T h a t T h e r e A r e N o U n m e t
T r a n s i t N e e d s T h a t A r e R e a s o n a b l e t o M e e t i n T h e P a l o V e r d e
V a l l e y A r e a " t h a t b a s e d u p o n a r e v i e w o f t h e r e q u e s t s f o r
s e r v i c e s r e c e i v e d t h r o u g h t h e U n m e t T r a n s i t N e e d s H e a r i n g
p r o c e s s , r e v i e w o f e x i s t i n g s e r v i c e s a n d p r o p o s e d i m p r o v e m e n t s
t o t h e a v a i l a b l e s e r v i c e s , t h e r e a r e n o u n m e t t r a n s i t n e e d s t h a t
c a n b e r e a s o n a b l y m e t i n t h e P a l o V e r d e V a l l e y .
8 X . F I S C A L Y E A R 2 0 0 9 / 1 0 M E A S U R E A C O M M U T E R A S S I S T A N C E
B U S P O O L S U B S I D Y F U N D I N G C O N T I N U A T I O N R E Q U E S T S
P a g e 4 3 0
O v e r v i e w
T h i s i t e m i s f o r t h e C o m m i s s i o n t o :
1 ) A u t h o r i z e p a y m e n t o f $ 1 , 6 4 5 p e r m o n t h m a x i m u m p e r b u s p o o l
f o r t h e p e r i o d J u l y 1 , 2 0 0 9 t o J u n e 3 0 , 2 0 1 0 , t o t h e e x i s t i n g
C o r o n a , M i r a L o m a , a n d R i v e r s i d e b u s p o o l s ; a n d
2 ) R e q u i r e s u b s i d y r e c i p i e n t s t o m e e t m o n t h l y b u s p o o l r e p o r t i n g
r e q u i r e m e n t s a s s u p p o r t i n g d o c u m e n t a t i o n t o r e c e i v e p a y m e n t s .
Riverside County Transportation Commission Agenda
June 10, 2009
Page 12
8Y. FISCAL YEAR 2009 OMNIBUS APPROPRIATIONS ACT —
ALAMEDA CORRIDOR EAST
Page 433
Overview
This item is for the Commission to approve "a first -come, first -served"
basis allocation of $570,000 in support of Alameda Corridor East
(ACE) grade separations located in Riverside County.
8Z. STATE AND FEDERAL LEGISLATIVE UPDATE
Page 435
Overview
This item is for the Commission to receive and file an update on state
and federal legislative activities.
9. MID COUNTY PARKWAY ENVIRONMENTAL IMPACT REPORT/
ENVIRONMENTAL IMPACT STATEMENT
Page 442
Overview
This item is for the Commission to approve refocusing the
Mid County Parkway (MCP) limits to Interstate 215 and State Route 79 in
response to comments received on the draft environmental impact
report/environmental impact statement (DEIR/EIS).
10. STATE ROUTE 91 HIGH OCCUPANCY VEHICLE PROJECT UPDATE
Page 448
Overview
This item is for the Commission to receive an update on the
State Route 91 high occupancy vehicle (HOV) project.
11. ELECTION OF RIVERSIDE COUNTY TRANSPORTATION COMMISSION FOR
2ND VICE CHAIR
Overview
This item is for the Commission to conduct an election for the
2009 2nd Vice Chair position.
Page 451
•
•
Riverside County Transportation Commission Agenda
June 10, 2009
Page 13
12. ITEM(S) PULLED FROM CONSENT CALENDAR AGENDA
13. COMMISSIONERS / EXECUTIVE DIRECTOR REPORT
Overview
This item provides the opportunity for the Commissioners and the
Executive Director to report on attended meetings/conferences and any other
items related to Commission activities.
14. CLOSED SESSION
14A. CONFERENCE WITH REAL PROPERTY NEGOTIATORS
Pursuant to Government Code Section 54956.8
Negotiating Parties: RCTC — Executive Director or Designee
Property Owners — See List of Property Owners
Item
APN
Property Owner(s)
1
310-1 10-016
310-100-007
310-100-008
310-100-009
310-100-010
310-100-01 1
310-100-012
310-100-013
310-100-014
WLPX Perris Venue
2
310-100-040
310-100-006
310-100-042
310-100-005
310-100-004
WLPX Perris Triangle
3
310-062-004
310-062-007
Peacefield Inv.
4
311-190-030
31 1-190-046
Lake Perris Village MHC
5
310-061-016
310-070-075
310-070-076
310-081-01 1
Ringmasters Square
(Perris Freeway Plaza LLC)
6
310-100-048
John R. Anderson
7
310-100-049
310-100-050
Riverside County
Transportation Commission
8
310-100-045
George Harada
Riverside County Transportation Commission Agenda
June 10, 2009
Page 14
15. ADJOURNMENT
The next Commission meeting is scheduled to be held at 9:30 a.m.,
Wednesday, July 8, 2009, Board Room, County of Riverside Administrative
Center, 4080 Lemon Street, First Floor, Riverside.
•
RIVERSIDE COUNTY TRANSPORTATION COMMISSION
COMMISSIONER SIGN -IN SHEET
JUNE 10, 2009
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RIVERSIDE COUNTY TRANSPORTATION COMMISSION
ROLL CALL
JUNE 10, 2009
Presen Absent
County of Riverside, District I D
County of Riverside, District II D X
County of Riverside, District III � O
County of Riverside, District IV � D
County of Riverside, District V � D
City of Banning D
City of Beaumont i D
City of Blythe #2t D
City of Calimesa ,e'r D
City of Canyon Lake � D
City of Cathedral City RK D
City of Coachella X- 0
City of Corona .21. D
City of Desert Hot Springs 0:D
City of Hemet D
City of Indian Wells D D
City of Indio D
City of La Quinta � D
City of Lake Elsinore d2r' D
City of Menifee oiat D
City of Moreno Valley D
City of Murrieta ,r--'. D
City of Norco D,
City of Palm Desert ;r1„,„ City of Palm SpringsD
City of Perris D
City of Rancho Mirage -,17, D
City of Riverside -s2r D
City of San Jacinto � D
City of Temecula � D
City of Wildomar � 0
Governor's Appointee, Caltrans District 8 0
"
"
"
R I V E R S / D E C O U N T Y T R A N S P O R T A T I O N C O M M / S S / O N
M I N U T E S
W e d n e s d a y , M a y 1 3 , 2 0 0 9
1 . C A L L T O O R D E R
T h e R i v e r s i d e C o u n t y T r a n s p o r t a t i o n C o m m i s s i o n w a s c a l l e d t o o r d e r b y
C h a i r B o b M a g e e a t 9 : 3 4 a . m . , i n t h e B o a r d R o o m a t t h e C o u n t y o f R i v e r s i d e
A d m i n i s t r a t i v e C e n t e r , 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 l i f o r n i a , 9 2 5 0 1 .
2 . P L E D G E O F A L L E G I A N C E
A t t h i s t i m e , C h a i r M a g e e l e d t h e C o m m i s s i o n i n a f l a g s a l u t e .
3 . R O L L C A L L
C o m m i s s i o n e r s / A l t e r n a t e s P r e s e n t
S t e v e A d a m s
M a r i o n A s h l e y
R o g e r B e r g
B o b B o t t s
D a r y l B u s c h
B o b B u s t e r
J o s e p h D e C o n i n c k
J o r d a n E h r e n k r a n z
S c o t t F a r n a m
F r a n k H a l l
T e r r y H e n d e r s o n
D a r c y K u e n z i
R o b i n L o w e
B o b M a g e e
S c o t t M a t a s
4 . P U B L I C C O M M E N T S
G l e n n M i l l e r
J e s s e M o l i n a
G o r d o n M o l l e r
P a t r i c k J . M u l l a n y
G r e g o r y P e t t i s
J a m e s P o t t s
S t e v e P o u g n e t
R a y Q u i n t �
R o n R o b e r t s
K a r e n S p i e g e l
J e f f S t o n e
R o y W i l s o n
R a y m o n d W o l f e
C o m m i s s i o n e r s A b s e n t
R i c h a r d K e l l y
E d u a r d o G a r c i a
R i c k G i b b s
J o h n F . T a v a g l i o n e
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 , p r e s e n t e d a 5 - y e a r s e r v i c e a w a r d t o
R o b e r t Y a t e s , M u l t i m o d a l S e r v i c e s D i r e c t o r .
Riverside County Transportation Commission Minutes
May 13, 2009
Page 2
5. APPROVAL OF MINUTES — FEBRUARY 5 — 6 AND APRIL 8, 2009
M/S/C (Henderson/Spiegel) to approve the minutes of February 5 — 6
and April 8, 2009.
Abstain: Berg, Ehrenkranz, and Moller
6. PUBLIC HEARING — RESOLUTION OF NECESSITY FOR THE ACQUISITION
OF FEE INTEREST IN CERTAIN REAL PROPERTY, LOCATED IN
RIVERSIDE COUNTY, CALIFORNIA, BY EMINENT DOMAIN, MORE
PARTICULARLY DESCRIBED AS ASSESSOR PARCEL NUMBER
229-082-002, FOR THE CONSTRUCTION AND MAINTENANCE OF
IMPROVEMENTS TO THE STATE ROUTE 91 HIGH OCCUPANCY VEHICLE
PROJECT FROM ADAMS STREET TO THE 60/91 /215 INTERCHANGE, IN
RIVERSIDE COUNTY, CALIFORNIA
Chair Magee opened the public hearing and requested legal counsel to
explain the nature and the scope of the hearing.
Steve DeBaun, legal counsel, explained the purpose of this hearing is for the
Board to consider the adoption of a resolution of necessity to acquire by
eminent domain certain real property for the construction and maintenance
of improvements to the State Route 91 high occupancy vehicle (HOV)
project from Adams Street to the 60/91 /215 interchange, in Riverside
County, California. He stated at the conclusion of this hearing, the Board
will be asked to adopt a resolution of necessity and provided the findings.
Jennifer Harmon, Clerk of the Board, verified the proof of mailing that
certifies on April 24, 2009, the notice was sent to the property owner of
said parcel number.
Min Saysay, Right -of -Way Manager, stated the Commission is requested to
determine and find that the full requirements for the adoption of a resolution
of necessity has been met and satisfied, and highlighted the following areas:
• The public interest and necessity require the proposed project;
• The project is planned or located in a manner that will be most
compatible with the greatest public good and the least private injury;
• The real property to be acquired is necessary for the project;
• The offers of just compensation have been made to the property
owners;
• SR-91 HOV lane project map;
• Ro Sun Park property;
•
•
•
"
"
R i v e r s i d e C o u n t y T r a n s p o r t a t i o n C o m m i s s i o n M i n u t e s
M a y 1 3 , 2 0 0 9
P a g e 3
" G r o u n d v i e w a n d a e r i a l v i e w o f t h e R o S u n P a r k p r o p e r t y t o b e
a c q u i r e d ; a n d
" S t a f f r e c o m m e n d a t i o n t h a t t h e C o m m i s s i o n a d o p t a r e s o l u t i o n o f
n e c e s s i t y b a s e d o n t h e f i n d i n g s .
J e n n i f e r H a r m o n r e a d a l e t t e r d a t e d M a y 7 , 2 0 0 9 , f r o m t h e p r o p e r t y o w n e r ' s
a t t o r n e y , L e e a n d K a u f m a n , L L P , f o r t h e p u b l i c r e c o r d .
C h a i r M a g e e c a l l e d u p o n a l l p e r s o n s w i t h a n i n t e r e s t i n t h e p r o p e r t y w h o
w i s h t o b e h e a r d o n t h i s m a t t e r . T h e r e w e r e n o r e q u e s t s t o s p e a k .
C h a i r M a g e e c a l l e d u p o n a n y o t h e r p e r s o n s w h o w i s h t o b e h e a r d o n t h i s
m a t t e r . T h e r e w e r e n o r e q u e s t s t o s p e a k .
A t t h i s t i m e , C h a i r M a g e e c l o s e d t h e h e a r i n g .
C o m m i s s i o n e r B o b B u s t e r e x p r e s s e d s u p p o r t f o r t h e n e e d t o a c q u i r e t h i s
p r o p e r t y f o r t h e S R - 9 1 H O V l a n e p r o j e c t . H e r e q u e s t e d s t a f f p r o v i d e a n
u p d a t e o n t h e i m p r o v e m e n t s a l o n g t h e S R - 9 1 c o r r i d o r .
A n n e M a y e r r e p l i e d s t a f f w i l l p r o v i d e a n u p d a t e o n t h e o v e r a l l s c o p e o f t h e
p r o j e c t a n d t h e i m p r o v e m e n t s t h a t a r e b e i n g p r o p o s e d a t t h e J u n e
C o m m i s s i o n m e e t i n g .
C o m m i s s i o n e r S t e v e A d a m s c o n c u r r e d w i t h C o m m i s s i o n e r B u s t e r ' s
c o m m e n t s a n d e x p r e s s e d s u p p o r t f o r t h e S R - 9 1 H O V l a n e p r o j e c t i n o r d e r t o
i m p r o v e s a f e t y a n d t r a f f i c f l o w .
M / S / C ( B u s t e r / L o w e ) t o :
1 ) M a k e t h e f o l l o w i n g f i n d i n g s a s h e r e i n a f t e r _ d e s c r i b e d i n t h i s
r e p o r t :
a ) T h e p u b l i c i n t e r e s t a n d n e c e s s i t y r e q u i r e t h e p r o p o s e d
p r o j e c t ;
b ) T h e p r o j e c t i s p l a n n e d o r l o c a t e d i n a m a n n e r t h a t w i l l b e
m o s t c o m p a t i b l e w i t h t h e g r e a t e s t p u b l i c g o o d a n d t h e
l e a s t p r i v a t e i n j u r y ;
c ) T h e r e a l p r o p e r t y t o b e a c q u i r e d i s n e c e s s a r y f o r t h e
p r o j e c t ;
d ) T h e o f f e r o f j u s t c o m p e n s a t i o n h a s b e e n m a d e t o t h e
p r o p e r t y o w n e r ; a n d
Riverside County Transportation Commission Minutes
May 13, 2009
Page 4
2) Adopt Resolution No. 09-009, "Resolution of Necessity for the
Acquisition of Fee Interest in Certain Real Property, Located in
Riverside County, California, by Eminent Domain, More
Particularly Described as Assessor Parcel number 229-082-002
(Caltrans Parcel No. 20406-1), is Necessary for the
Construction and Maintenance of Improvements to the State
Route 91 High Occupancy Vehicle Project from Adams Street to
the 60/91/215Interchange, in Riverside County, California".
7. PUBLIC HEARING - PROPOSED BUDGET FOR FISCAL YEAR 2009/10
Theresia Trevino, Chief Financial Officer, presented the proposed Budget for
FY 2009/10, and discussed the following areas:
• Budget process;
• Guiding policies;
• FY 2009/10 Budget considerations;
• Budget summary;
• Revenue breakdown for FY 2008/09 - FY 2009/10;
• Expenditures breakdown for FY 2008/09 - FY 2009/10, expenditures
breakdown by department, department expenditure highlights, and
functional expenditures breakdown;
• Personnel cost trends;
• Measure A Administration; and
• Next steps.
Chair Magee opened the public hearing at this time. No comments were
received from the public and the Chair announced the continuance of the
public hearing to the Commission meeting on June 10, 2009.
M/S/C (Stone/Henderson) to continue the public hearing for the
proposed Budget for FY 2009/10 to the Commission meeting on
June 10, 2009:
8. ADDITIONS/REVISIONS
There was additional information for . Agenda Item 10, "Amendment with
STV Incorporated to Provide Advanced Preliminary Engineering, Final Design,
and Procurement and Construction Support for the Perris Valley Line
Project".
Per staff's request, Agenda Item 9C, "Revisions to the 2009 Measure A
Local Streets and Roads Program Maintenance of Effort Guidelines", was
pulled from the Consent Calendar for revisions.
•
•
"
"
R i v e r s i d e C o u n t y T r a n s p o r t a t i o n C o m m i s s i o n M i n u t e s
M a y 1 3 , 2 0 0 9
P a g e 5
C o m m i s s i o n e r R o g e r B e r g r e q u e s t e d A g e n d a I t e m 9 F , " A g r e e m e n t w i t h E l i t e
E l e c t r i c I n c . t o P r o v i d e E l e c t r i c a l L i g h t e n i n g M a i n t e n a n c e f o r t h e F i v e
M e t r o l i n k S t a t i o n s i n R i v e r s i d e C o u n t y " , b e p u l l e d f o r f u r t h e r d i s c u s s i o n .
C o m m i s s i o n e r J e f f S t o n e r e q u e s t e d A g e n d a I t e m 9 S , " S t a t e a n d F e d e r a l
L e g i s l a t i v e U p d a t e ' , b e p u l l e d i n o r d e r t o v o t e s e p a r a t e l y o n t h e v a r i o u s b i l l s .
9 . C O N S E N T C A L E N D A R
M / S / C ( S t o n e / A d a m s ) t o a p p r o v e t h e f o l l o w i n g C o n s e n t C a l e n d a r
i t e m s :
A b s t a i n : A s h l e y a n d S t o n e , A g e n d a I t e m 9 E , " R e c u r r i n g
C o n t r a c t s f o r F Y 2 0 0 9 / 1 0 " d u e t o a p o t e n t i a l c o n f l i c t o f
i n t e r e s t .
9 A . A N N U A L I N V E S T M E N T P O L I C Y R E V I E W
1 ) A d o p t t h e A n n u a l I n v e s t m e n t P o l i c y ; a n d
2 ) A d o p t R e s o l u t i o n N o . 0 9 - 0 0 8 , " 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 R e g a r d i n g t h e R e v i s e d
I n v e s t m e n t P o l i c y " .
9 B . Q U A R T E R L Y I N V E S T M E N T R E P O R T
R e c e i v e a n d f i l e t h e Q u a r t e r l y I n v e s t m e n t R e p o r t f o r t h e q u a r t e r e n d e d
M a r c h 3 1 , 2 0 0 9 .
9 D . C I T Y O F R I V E R S I D 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
P R O G R A M M I N G R E Q U E S T F O R T H E C O N S T R U C T I O N O F S T A T E
R O U T E 9 1 / V A N B U R E N B O U L E V A R D I N T E R C H A N G E
1 ) A p p r o v e t h e c i t y o f R i v e r s i d e ' s r e q u e s t t o p r o g r a m $ 2 m i l l i o n o f
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 ) f u n d s f r o m t h e
R e g i o n a l A r t e r i a l P r o g r a m f o r t h e c o n s t r u c t i o n p h a s e o f t h e
S t a t e R o u t e 9 1 / V a n B u r e n B o u l e v a r d i n t e r c h a n g e i m p r o v e m e n t
p r o j e c t ;
2 ) A p p r o v e A g r e e m e n t N o . 0 6 - 7 2 - 0 3 6 - 0 1 , A m e n d m e n t N o . 1 t o
A g r e e m e n t N o . 0 6 - 7 2 - 0 3 6 - 0 0 , b e t w e e n t h e c i t y o f R i v e r s i d e
a n d t h e C o m m i s s i o n t o r e f l e c t $ 2 m i l l i o n o f c o n s t r u c t i o n f u n d s ;
a n d
3 ) A u t h o r i z e t h e C h a i r , p u r s u a n t t o l e g a l c o u n s e l r e v i e w , t o
e x e c u t e t h e a g r e e m e n t o n b e h a l f o f t h e C o m m i s s i o n .
Riverside County Transportation Commission Minutes
May 13, 2009
Page 6
9E. RECURRING CONTRACTS FOR FISCAL YEAR 2009/10
Approve the recurring contracts for FY 2009/10.
9G. AMENDMENT TO AGREEMENT WITH PB AMERICAS, INC., FOR
ADDITIONAL PRELIMINARY ENGINEERING AND ENVIRONMENTAL
SERVICES REQUIRED FOR THE PREPARATION OF A PROJECT
REPORT AND ENVIRONMENTAL DOCUMENT FOR THE STATE ROUTE
91 CORRIDOR IMPROVEMENT PROJECT ON STATE ROUTE 91,
FROM STATE ROUTE 241 TO PIERCE STREET, AND ON
INTERSTATE 15 FROM HIDDEN VALLEY PARKWAY TO
CAJALCO ROAD
1) Approve Agreement No. 08-31-001-03, Amendment No. 3 to
Agreement No. 08-31-001-00, with PB Americas, Inc. (PB) to
perform additional preliminary engineering and environmental
services required for the preparation of a Ca!trans Project Report
and Environmental Document (PR/ED) for the development of
proposed improvements to the State Route 91 corridor, from
SR-241 to Pierce Street, and on Interstate 15, from Hidden
Valley Parkway to Cajalco Road, for the amount of $2,536,181;
2) Approve an adjustment to the project budget for the amount of
$2,536,181, for a total not to exceed amount of $35,077,485;
31 Authorize the Chair, pursuant to legal counsel review, to
execute the agreement on behalf of the Commission; and
4) Authorize the Executive Director to execute future amendments
from the proposed contingency balance.
9H. AMENDMENT TO AGREEMENT WITH DAVID
ASSOCIATES FOR THE DEVELOPMENT OF PLANS, S
AND COST ESTIMATE FOR THE CONSTRUCTION
ROUTE 74/INTERSTATE 215 INTERCHANGE
PROJECT IN THE CITY OF PERRIS
EVANS AND
PECIFICATIONS,
OF THE STATE
IMPROVEMENT
1) Approve Agreement No. 07-31-122-01, Amendment No. 1 to
Agreement No. 07-31-122-00, with David Evans and
Associates, Inc. (DEA) to perform additional work scope to
complete the final engineering services and prepare plans,
specifications, and cost estimate (PS&E) for the construction of
the SR-74/I-215 interchange improvement project in the city of
Perris for the additional amount of $700,000;
2) Approve an adjustment to the project budget in the amount of
$790,000, from the previously approved base amount of
$2,091,662 plus a contingency amount of $218,338 for a total
amount of $2,310,000, to a revised base amount of
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R i v e r s i d e C o u n t y T r a n s p o r t a t i o n C o m m i s s i o n M i n u t e s
M a y 1 3 , 2 0 0 9
P a g e 7
$ 2 , 7 9 1 , 6 6 2 p l u s a c o n t i n g e n c y a m o u n t o f $ 3 0 8 , 3 3 8 t o c o v e r
p o t e n t i a l f u t u r e c h a n g e s i n s c o p e f o r a t o t a l n o t t o e x c e e d
a m o u n t o f $ 3 . 1 m i l l i o n ;
3 ) A u t h o r i z e t h e C h a i r , p u r s u a n t t o l e g a l c o u n s e l r e v i e w , t o
e x e c u t e t h e a g r e e m e n t o n b e h a l f o f t h e C o m m i s s i o n ; a n d
4 ) 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 o r d e s i g n e e t o e x e c u t e f u t u r e
a m e n d m e n t s f r o m t h e p r o p o s e d c o n t i n g e n c y b a l a n c e f o r
a d d i t i o n a l w o r k a s r e q u i r e d f o r t h e p r o j e c t .
9 1 . A M E N D M E N T T O 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 W I T H
S O U T H E R N C A L I F O R N I A R E G I O N A L R A I L A U T H O R I T Y T O I N C L U D E
R I V E R S I D E T R A N S I T A G E N C Y ' S N O R T H M A I N C O R O N A M E T R O L I N K
S H U T T L E S E R V I C E T E R M E X T E N S I O N A N D F U N D I N G I N C R E A S E
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 3 - 2 5 - 3 0 3 - 0 2 , A m e n d m e n t N o . 2 t o M O U N o . 0 3 - 2 5 - 3 0 3 ,
w i t h t h e S o u t h e r n C a l i f o r n i a R e g i o n a l R a i l A u t h o r i t y ( S C R R A ) f o r
a n e x t e n s i o n o f t h e t e r m a n d i n c r e a s e d f u n d i n g o f t h e R i v e r s i d e
T r a n s i t A g e n c y ( R T A ) N o r t h M a i n C o r o n a M e t r o l i n k S t a t i o n
s h u t t l e s e r v i c e ; a n d
2 ) A u t h o r i z e t h e C h a i r , p u r s u a n t t o l e g a l c o u n s e l r e v i e w , t o
e x e c u t e t h e M O U o n b e h a l f o f t h e C o m m i s s i o n .
9 J . A G R E E M E N T W I T H D E L C A N C O R P O R A T I O N T O C O N D U C T A S T U D Y
T O A S S E S S A N D R E C O M M E N D S E C U R I T Y , S U R V E I L L A N C E , A N D
E M E R G E N C Y R E S P O N S E E N H A N C E M E N T S T O T H E C O M M I S S I O N ' S
M E T R O L I N K S T A T I O N S A N D S E L E C T P A R K A N D R I D E F A C I L I T I E S
1 ) A w a r d A g r e e m e n t N o . 0 9 - 2 5 - 0 6 1 - 0 0 t o D e l c a n C o r p o r a t i o n t o
c o n d u c t a s t u d y t o a s s e s s a n d r e c o m m e n d s e c u r i t y ,
s u r v e i l l a n c e , a n d e m e r g e n c y r e s p o n s e e n h a n c e m e n t s t o t h e
C o m m i s s i o n ' s e x i s t i n g a s w e l l a s p r o p o s e d M e t r o l i n k s t a t i o n s
a n d s e l e c t p a r k a n d r i d e f a c i l i t i e s f o r a n o t t o e x c e e d a m o u n t o f
$ 2 0 0 , 0 0 0 ; a n d
2 ) A u t h o r i z e t h e C h a i r , p u r s u a n t t o l e g a l c o u n s e l r e v i e w , t o
e x e c u t e t h e a g r e e m e n t o n b e h a l f o f t h e C o m m i s s i o n .
Riverside County Transportation Commission Minutes
May 13, 2009
Page 8
9K. MEMORANDUM OF UNDERSTANDING BETWEEN THE CITY OF
PERRIS AND THE COMMISSION FOR THE DESIGN AND
CONSTRUCTION OF RAIL MUSEUM IMPROVEMENTS AT THE PERRIS
MULTIMODAL TRANSPORTATION FACILITY
1) Approve the Memorandum of Understanding (MOU) No. 09-33-
070-00 between the city of Perris and the Commission for
design and construction of Orange Empire Rail Museum's
(GERM) rail museum improvements at the Perris Multimodal
Transportation Facility in an amount not to exceed $150,000;
and
2) Authorize the ExecutiveDirector or designee, pursuant to legal
counsel review, to execute the MOU on behalf of the
Commission.
9L. COMMUTER RAIL PROGRAM UPDATE
Receive and file an update on the Commuter Rail Program.
9M. AMENDMENT TO SUNLINE TRANSIT AGENCY'S FISCAL YEAR
2008/09 SHORT RANGE TRANSIT PLAN
1) Approve modification to SunLine Transit Agency's (SunLine) FY
2008/09 operating assistance funding by allocating an
additional $1,177,483 in Local Transportation Fund (LTF) funds
and $6,517 in federal Section 5311 funds to cover the shortfall
in Measure A funding and federal Section 5307 allocations;
2) Approve modification to SunLine's FY 2008/09 capital
improvement program resulting in a reduction of $3,006,837 in
State Transit Assistance (STA), $751,231 in Section 5307, and
$1,836,997 in Congestion Mitigation Air Quality (CMAQ)
expenditures;
3) Include $4,714,391 in federal Section 5307 and $452,696 in
Section 5311 funds from the American Recovery and
Reinvestment Act (ARRA) Stimulus Package of 2009 to the
SRTP;
4) Approve a budget adjustment of $3,006,837 to the
FY 2008/09 budget to decrease STA expenditures; and
5) Approve amendment no. 1 to SunLine's FY 2008/09 Short
Range Transit Plan (SRTP) to reflect these changes.
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Riverside County Transportation Commission Minutes
May 13, 2009
Page 9
9N. AMENDMENT TO PALO VERDE VALLEY TRANSIT AGENCY'S FISCAL
YEAR 2008/09 SHORT RANGE TRANSIT PLAN
1) Approve Amendment No. 1 to Palo Verde Valley Transit
Agency's (PVVTA) FY 2008/09 Short Range Transit Plan
(SRTP) to reflect a reduction in the agency's FY 2008/09 State
Transit Assistance (STA) capital funding from $591,198 to
$126,997 due to the revenue shortfall in the revised STA
apportionment; and
2) Reallocate $114,401 of the available STA amount to the new
transit office project and $12,596 for a bus engine replacement
project.
90. AGREEMENTS FOR FREEWAY SERVICE PATROL TRUCK SERVICE
1) Agreement No. 06-45-005-01, Amendment No. 1 to Agreement
No. 06-45-005-00, with Pepe's Towing to add an additional
tow truck to Beat No. 25 effective May 2009;
2) Agreement No. 06-45-004-02, Amendment No. 2 to Agreement
No. 06-45-004-00, with Hamner Towing to add an additional
tow truck to Beat No. 26 effective May 2009;
3) Agreement No. 06-45-531-02, Amendment No. 2 to Agreement
No. 06-45-531-00, with Hamner Towing to extend the term of
the agreement for Beat No. 1;
4) Agreement No. 06-45-004-03, Amendment No. 3 to Agreement
No. 06-45-004-00, with Hamner Towing to extend the term of
the agreement for Beat No. 26;
5) Agreement No. 06-45-005-02, Amendment No. 2 to Agreement
No. 06-45-005-00, with Pepe's Towing to extend the term of
the agreement for Beat No. 25; and
6) Agreement No. 06-45-046-01, Amendment No. 1 to Agreement
No. 06-45-046-00, with Tri-City Towing to extend the term of
the agreement for Beat No. 2.
9P. AGREEMENT WITH THE CITY OF RIVERSIDE FOR FREEWAY SERVICE
PATROL SERVICES
Approve Agreement No.09-45-069-00 with the city of Riverside
(City) for Freeway Service Patrol (FSP) services during the
construction of the Van Buren Boulevard/State Route 91 interchange
reconstruction.
Riverside County Transportation Commission Minutes
May 13, 2009
Page 10
9Q. RADIO COMMUNICATIONS FACILITY LEASE AGREEMENT WITH THE
COUNTY OF RIVERSIDE FOR THE RIVERSIDE COUNTY FREEWAY
SERVICE PATROL PROGRAM
Approve Agreement No. 09-45-068-00 with the county of Riverside,
Department of Facilities Management, for the lease of a radio
communications site on Box Springs Mountain for the Riverside
County Freeway Service Patrol (FSP) program.
9R. COLUMBIA AVENUE GRADE SEPARATION PROJECT
Allocate $500,000 in Rail Local Transportation Fund'(LTF) funds to
the city of Riverside for the Columbia Avenue Grade Separation
project.
10. AMENDMENT WITH STV INCORPORATED TO PROVIDE ADVANCED
PRELIMINARY ENGINEERING, FINAL DESIGN, AND PROCUREMENT AND
CONSTRUCTION SUPPORT FOR THE PERRIS VALLEY LINE PROJECT
John Standiford, Deputy Executive Director, presented the recent
developments for the Perris Valley Line (PVL) project, highlighting the
following areas:
• Major change in environmental process and proposed contract
amendment;
• Environmental process;
• Environmental impact report (EIR) advantages;
• UC Riverside station issues;
• Highgrove station issues;
• Hunter Park station sites; and
• Engineering progress and opportunity.
Commissioner Buster expressed support for completing an EIR for the PVL
project in order to evaluate all of the potential impacts.
Commissioner Darcy Kuenzi thanked staff for its hard work on this project.
She suggested sending correspondence on behalf of the Commission to
Barney Barnett, Highgrove Municipal Advisory Council (MAC), thanking him
for his community advocacy efforts for a proposed Highgrove Metrolink
station.
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R i v e r s i d e C o u n t y T r a n s p o r t a t i o n C o m m i s s i o n M i n u t e s
M a y 1 3 , 2 0 0 9
P a g e 1 1
M / S I C ( K u e n z i / A d a m s ) t o :
1 ) A p p r o v e d e v e l o p m e n t o f a f e d e r a l s u p p l e m e n t a l e n v i r o n m e n t a l
a s s e s s m e n t ( S E A ) a n d a s t a t e E I R ;
2 ) A p p r o v e A g r e e m e n t N o . 0 7 - 3 3 - 1 2 3 - 0 4 , A m e n d m e n t N o . 4 t o
A g r e e m e n t N o . 0 7 - 3 3 - 1 2 3 - 0 0 , w i t h S T V , I n c o r p o r a t e d ( S T V )
f o r a d v a n c e d p r e l i m i n a r y e n g i n e e r i n g ( A P E ) , f i n a l d e s i g n ,
s u p p o r t f o r t h e p r o c u r e m e n t o f c o n s t r u c t i o n m a t e r i a l s , a n d
d e s i g n s u p p o r t d u r i n g c o n s t r u c t i o n o f t h e P V L i n a n o t t o
e x c e e d a m o u n t o f $ 1 4 , 2 4 7 , 9 3 5 , f o r a t o t a l c o n t r a c t v a l u e o f
$ 3 0 , 8 5 8 , 8 1 2 p l u s a g e n e r a l c o n t i n g e n c y a m o u n t o f $ 1 . 9 m i l l i o n
f o r a t o t a l n o t t o e x c e e d a m o u n t o f $ 3 2 , 7 5 8 , 8 1 2 ;
3 ) 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 o r d e s i g n e e , p u r s u a n t t o l e g a l
c o u n s e l r e v i e w , t o i s s u e a n o t i c e t o p r o c e e d ( N T P ) f o r f i n a l
d e s i g n a n d c o n s t r u c t i o n s u p p o r t c o n t i n g e n t o n r e c e i v i n g F e d e r a l
T r a n s i t A d m i n i s t r a t i o n ( F T A ) a p p r o v a l o f t h e e n v i r o n m e n t a l
d o c u m e n t a n d t h e p r o j e c t c o n s t r u c t i o n g r a n t a g r e e m e n t
( P C G A ) , r e s p e c t i v e l y ;
4 ) A u t h o r i z e t h e C h a i r , p u r s u a n t t o l e g a l c o u n s e l r e v i e w , t o
e x e c u t e t h e a g r e e m e n t o n b e h a l f o f t h e C o m m i s s i o n ; a n d
5 ) 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 o r d e s i g n e e , p u r s u a n t t o l e g a l
c o u n s e l r e v i e w , t o a p p r o v e t h e u s e o f t h e c o n t i n g e n c y a s m a y
b e r e q u i r e d f o r t h e p r o j e c t .
1 1 . C O M M U T E R R A I L A N D M U L T I M O D A L F A C I L I T Y D E S I G N C R I T E R I A
M A N U A L
S h e l d o n P e t e r s o n , R a i l M a n a g e r , p r e s e n t e d t h e d r a f t C o m m u t e r R a i l a n d
M u l t i m o d a l F a c i l i t y D e s i g n C r i t e r i a M a n u a l , h i g h l i g h t i n g t h e f o l l o w i n g :
" C o m m i s s i o n f a c i l i t y s t a n d a r d s a n d s t a t i o n m a i n t e n a n c e ;
" C o m m i s s i o n f a c i l i t y s t a n d a r d s - g o a l s , d e s i g n e l e m e n t s , s a f e t y a n d
s e c u r i t y , e n v i r o n m e n t a l s u s t a i n a b i l i t y a n d s t a n d a r d i z a t i o n ; a n d
" B u s l o o p , p l a t f o r m a n d c a n o p y d e s i g n s ;
" P l a n s a n d P r o g r a m s C o m m i t t e e c o m m e n t s ; a n d
" N e x t s t e p s .
C o m m i s s i o n e r B u s t e r s u g g e s t e d e v a l u a t i n g o p t i o n s f o r t h e c i t i e s a n d c o u n t y
t o s h a r e i n t h e c o s t t o m a i n t a i n t h e C o m m i s s i o n - o w n e d M e t r o l i n k s t a t i o n s .
I n r e s p o n s e t o C o m m i s s i o n e r B o b B o t t s ' q u e s t i o n i f t h e 1 0 % c a p f o r o f f s i t e
i m p r o v e m e n t s c u r r e n t l y e x i s t s f o r t h e M e t r o l i n k s t a t i o n s , S h e l d o n P e t e r s o n
r e p l i e d t h a t t h i s i s t h e f i r s t p r o p o s e d o p p o r t u n i t y t o i m p l e m e n t t h e 1 0 % c a p .
Riverside County Transportation Commission Minutes
May 13, 2009
Page 12
Anne Mayer added that the 10% cap sets a framework to allow decisions to
be made at a staff level. If a city's request for off site improvements
exceeds the 10% cap, staff will forward the request to the Commission for
action on a case by case basis.
Sheldon Peterson requested Commissioners contact him with any additional
comments, concerns, or questions. The manual will return to the
Commission for approval at its July meeting.
12. IMPLEMENTATION OF INLAND EMPIRE 511
Robert Yates provided an overview on the implementation of the Inland
Empire 511.
M/S/C (Lowe/Henderson) to:
1) Approve the implementation of Inland Empire 511 in partnership
with the San Bernardino Associated Governments (SANBAG)
and direct staff to begin updating the telephone and website
systems required to support the project;
2) Approve a set aside amount of $32,500 for costs related to
telephone company (AT&T and Verizon) land line switching
charges to enable the operation of the 511 number;
3) Approve Agreement No. 09-41-066-00 with !tells Corporation
(Iteris) to update the existing traffic map and Interactive Voice
Recognition (IVR) telephone system in the amount of $503,500;
4► Approve Agreement No. 09-45-067-00 with Iteris for operations
and maintenance services for the traffic map and IVR telephone
system including monthly per call usage charges for a three-year
term in the amount of $1,080,000; and
5) Authorize the Chair, pursuant to legal counsel review, to
execute the agreements on behalf of the Commission.
13. ITEM(S) PULLED FROM CONSENT CALENDAR FOR DISCUSSION
9F. AGREEMENT WITH ELITE ELECTRIC INC. TO PROVIDE ELECTRICAL
LIGHTING MAINTENANCE FOR THE FIVE METROLINK STATIONS IN
RIVERSIDE COUNTY
Commissioner Berg expressed strong concern for the proposed costs,
specialized equipment, and quarterly field inspections that are included
in the scope of services. In addition, he expressed concern that the
proposed agreement with Elite electric Inc. was not attached to the
agenda item.
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R i v e r s i d e C o u n t y T r a n s p o r t a t i o n C o m m i s s i o n M i n u t e s
M a y 1 3 , 2 0 0 9
P a g e 1 3
A n n e M a y e r d i s c u s s e d t h e o n g o i n g e f f o r t s o f t h e C o m m i s s i o n a s t h e
o w n e r s a n d o p e r a t o r s o f t h e M e t r o l i n k s t a t i o n s , n o t i n g t h a t t h i s i t e m
s t a n d a r d i z e s a n d p r o f e s s i o n a l i z e s t h e C o m m i s s i o n ' s o p e r a t i o n o f i t s
f a c i l i t i e s . T h e p r o p o s e d c o s t s f o r t h i s a g r e e m e n t a r e c o m p a r a b l e t o
t h e c o s t s t h e C o m m i s s i o n h a s i n c u r r e d o n a t i m e a n d m a t e r i a l s b a s i s .
I n r e s p o n s e t o C o m m i s s i o n e r B e r g ' s q u e s t i o n a s t o w h y t h i s c o n t r a c t
w a s n o t c o m p e t i t i v e l y b i d , A n n e M a y e r r e p l i e d t h i s i s a n , o n g o i n g
m a i n t e n a n c e c o n t r a c t t h a t i s n o t s u b j e c t t o t h e p u b l i c c o n t r a c t s c o d e .
C o m m i s s i o n e r G o r d o n M o l l e r e x p r e s s e d h i s a p p r e c i a t i o n t o
C o m m i s s i o n e r B e r g f o r h i s c o n c e r n r e l a t e d t o c o s t s . H e a s k e d f o r
c l a r i f i c a t i o n t h a t t h e m a i n t e n a n c e c o n t r a c t c o m p o n e n t s i n c l u d e b l o w n
l a m p s , f u s e s , d e f e c t i v e b a l l a s t s , c o n t r o l l e r s , t i m e r s , c o n n e c t o r s ,
c o n d u i t s , c i r c u i t b r e a k e r s , j - b o x e s , a n d d a m a g e d o r u n s a f e w i r i n g a s
n o t e d i n t h e s t a f f r e p o r t .
M a t t W a l l a c e r e p l i e d t h e q u a r t e r l y i n s p e c t i o n s i n c l u d e a l l o f t h e s e
c o m p o n e n t s . H e d i s c u s s e d t h e a d d i t i o n a l w o r k t h e c o n t r a c t o r w i l l
c o m p l e t e d u r i n g t h e q u a r t e r l y i n s p e c t i o n s .
C o m m i s s i o n e r J a m e s P o t t s r e c o m m e n d e d t h e C o m m i s s i o n e n t e r i n t o a
o n e - y e a r c o n t r a c t i n s t e a d o f a t w o - y e a r c o n t r a c t i n o r d e r t o e v a l u a t e
t h e w o r k b e i n g p e r f o r m e d .
A n n e M a y e r s u g g e s t e d t h e C o m m i s s i o n a p p r o v e a o n e - y e a r c o n t r a c t
w i t h a o n e - y e a r o p t i o n .
C o m m i s s i o n e r B e r g r e i t e r a t e d h i s c o n c e r n s a b o u t t h e c o n t r a c t o r ' s
c o s t s , t h e m a n n e r i n w h i c h t h i s a g r e e m e n t h a s b e e n d e v e l o p e d , a n d
i s s u e s t h a t h a v e n o t b e e n a d d r e s s e d .
C o m m i s s i o n e r P o t t s a g r e e d t h a t w h i l e t h e r e i s a l e v e l o f u n c e r t a i n t y ,
h e e x p r e s s e d s u p p o r t f o r h a v i n g a c o n t r a c t o r o n - c a l l t o h a n d l e a n y
l i g h t i n g i s s u e s .
M / S / C ( P o t t s / R o b e r t s ) t o :
1 ) A p p r o v e s e l e c t i o n o f a n d a w a r d A g r e e m e n t N o .
0 9 - 2 4 - 0 5 9 - 0 0 t o E l i t e E l e c t r i c I n c . t o p r o v i d e e l e c t r i c a l
l i g h t i n g m a i n t e n a n c e s e r v i c e s a t t h e f i v e C o m m i s s i o n -
o w n e d M e t r o l i n k s t a t i o n s f o r a t o t a l c o n t r a c t a m o u n t o f
$ 2 6 2 , 0 0 0 f o r t h e t e r m o f o n e - y e a r w i t h a o n e - y e a r
o p t i o n ; a n d
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May 13, 2009
Page 14
2) Authorize the Chair, pursuant to legal counsel review, to
execute the agreement on behalf of the Commission
No: Berg
Abstain: Ashley
9S. STATE AND FEDERAL LEGISLATIVE UPDATE
Aaron Hake, Government Relations Manager, provided an overview on
all the bill positions before the Commission for action.
M/S/C (Ashley/Lowe) to:
1) Receive and file an update on state and federal legislative
activities; and
2) Approve the following bill positions:
a) AB 798 (Nava) - SUPPORT;
c) AB 732 (Jeffries) - SUPPORT;
d) AB 729 (Evans) - SUPPORT;
g) SB 372 (Kehoe) - OPPOSE;
h) SB 679 (Wolk) - OPPOSE; and
i) H.R. 947 (Calvert) - SUPPORT.
Commissioner Stone recommended the Commission take an oppose
position on AB 266 (Carter) instead of a monitor position.
MIS/C (Stone/Adams) to:
b) AB 266 (Carter) - OPPOSE.
No: Buster and Pettis
Commissioner Stone recommended the Commission take a strongly
support position on AB 1403 (Eng) instead of a support position. He
commended Hasan Ikhrata of the Southern California Associated
Governments for his leadership.
M/S/C (Stone/Lowe) to:
e) AB 1403 (Eng) - STRONGLY SUPPORT.
"
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R i v e r s i d e C o u n t y T r a n s p o r t a t i o n C o m m i s s i o n M i n u t e s
M a y 1 3 . 2 0 0 9
P a g e 1 5
C o m m i s s i o n e r S t o n e r e c o m m e n d e d t h e C o m m i s s i o n t a k e a n o p p o s e
p o s i t i o n o n A C A 1 5 ( A r a m b u l a ) i n s t e a d o f a s u p p o r t p o s i t i o n . H e
s t a t e d t h a t h e b e l i e v e s i t i s i m p o r t a n t t o m a i n t a i n t h e 2 / 3 v o t e f o r
i m p o s i n g t a x e s t o p r o t e c t t h e c i t i z e n s o f C a l i f o r n i a a s r e d u c i n g t h e
v o t e r t h r e s h o l d w i l l h a v e n e g a t i v e i m p a c t s .
C o m m i s s i o n e r A d a m s c o n c u r r e d w i t h C o m m i s s i o n e r S t o n e ' s p o s i t i o n
a n d c o m m e n t s .
C o m m i s s i o n e r T e r r y H e n d e r s o n e x p r e s s e d h e r s u p p o r t f o r A C A 1 5 a n d
a m a j o r i t y v o t e o n a l l i s s u e s . S h e e x p r e s s e d t h a t g o v e r n m e n t s h o u l d
n o t m a k e i t m o r e d i f f i c u l t t o m o v e f o r w a r d .
C o m m i s s i o n e r B u s t e r c o n c u r r e d w i t h C o m m i s s i o n e r H e n d e r s o n ' s
p o s i t i o n a n d c o m m e n t s . H e d i s c u s s e d h o w v o t e r s t a k e a d o c t r i n a i r e
a p p r o a c h t o a n y t a x e s , r e g a r d l e s s o f t h e b e n e f i t , u s i n g M e a s u r e A a n d
t h e C o m m i s s i o n ' s l e g i s l a t o r s a s a n e x a m p l e .
C o m m i s s i o n e r S t o n e r e i t e r a t e d h i s o p p o s i t i o n t o A C A 1 5 , c i t i n g t h a t
t h e 2 / 3 p r o v i d e s p r o t e c t i o n f r o m u n n e c e s s a r y t a x e s .
C o m m i s s i o n e r B e r g c o n c u r r e d w i t h C o m m i s s i o n e r S t o n e ' s p o s i t i o n a n d
c o m m e n t s t o o p p o s e A C A 1 5 .
C o m m i s s i o n e r G r e g o r y P e t t i s e x p r e s s e d c o n c e r n t h a t t h e d i s c u s s i o n
h a s m o v e d a w a y f r o m t h e i n t e n t o f A C A 1 5 a n d e x p r e s s e d h i s s u p p o r t
f o r t h e b i l l .
C o m m i s s i o n e r R o y W i l s o n c o n c u r r e d w i t h C o m m i s s i o n e r P e t t i s '
c o n c e r n . H e e x p l a i n e d t h a t A C A 1 5 i s t o d e t e r m i n e w h e t h e r o r n o t , i n
p u b l i c e l e c t i o n s , t o l o w e r t h e t h r e s h o l d f r o m a 2 / 3 a p p r o v a l t o 5 5 %
a p p r o v a l f r o m t h e p e o p l e , n o t t h e l e g i s l a t o r s .
M / S / C ( S t o n e / A d a m s ) t o :
f ) A C A 1 5 ( A r a m b u l a ) O P P O S E .
Y e s : A d a m s , A s h l e y , B e r g , B o t t s , B u s c h , D e C o n i n c k ,
E h r e n k r a n z , F a r n h a m , K u e n z i , M a g e e , M i l l e r , M o l i n a ,
M u l l a n y , P o t t s , Q u i n t o , a n d S t o n e
N o : B u s t e r , H a l l , H e n d e r s o n , L o w e , M a t a s , M o l l e r , P e t t i s ,
P o u g n e t , S p i e g e l , a n d W i l s o n
A b s t a i n : R o b e r t s
Riverside County Transportation Commission Minutes
May 13, 2009
Page 16
14. COMMISSIONERS/EXECUTIVE DIRECTOR'S REPORT
14A. Anne Mayer announced the Workshop on Advancing Goods
Movement through the Inland Empire is being held at the Marriott
Riverside on May 26, 2009 from 8:30 a.m. — 1:30 p.m.
15. ADJOURNMENT
There being no further business for consideration by the Riverside County
Transportation Commission, the meeting adjourned at 11:13a.m. The next
Commission meeting is scheduled to be held at 9:30 a.m., Wednesday,
June 10, 2009, in the Board Room at the County of Riverside Administrative
Center, 4080 Lemon Street, Riverside, California, 92501.
Respectfully submitted,
Jennifer Harmon
Clerk of the Board
i
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R I V E R S I D E C O U N T Y T R A N S P O R T A T I O N C O M M / S S / O N
D A T E :
J u n e 1 0 , 2 0 0 9
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 :
T h e r e s i a T r e v i n o , C h i e f F i n a n c i a l O f f i c e r
T H R O U G H :
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 :
P r o p o s e d B u d g e t f o r F i s c a l Y e a r 2 0 0 9 / 1 0
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 ) C o n t i n u e t h e p u b l i c h e a r i n g t o r e c e i v e i n p u t o n t h e p r o p o s e d B u d g e t f o r
F Y 2 0 0 9 / 1 0 ;
2 ) C l o s e t h e p u b l i c h e a r i n g ; a n d
3 ) A d o p t t h e p r o p o s e d B u d g e t f o r F Y 2 0 0 9 / 1 0 .
B A C K G R O U N D I N F O R M A T I O N :
T h e a n n u a l f i s c a l b u d g e t i s t h e r e s u l t o f C o m m i s s i o n s t a f f d e t e r m i n i n g t h e
o p e r a t i n g a n d c a p i t a l n e e d s f o r F Y 2 0 0 9 / 1 0 a n d i d e n t i f y i n g t h e r e s o u r c e s t o f u n d
t h o s e n e e d s . T h e b u d g e t p r o c e s s b e g a n i n D e c e m b e r 2 0 0 8 . T h e g o a l s a n d
o b j e c t i v e s a p p r o v e d b y t h e C o m m i s s i o n o n M a r c h 1 1 , 2 0 0 9 , w e r e t h e b a s i s o f t h i s
b u d g e t . T h e g o a l s a n d o b j e c t i v e s c o n s i d e r e d d u r i n g t h e p r e p a r a t i o n o f t h e b u d g e t
r e l a t e t o m o b i l i t y i n i t i a t i v e s , g o o d s m o v e m e n t , i m p r o v e d s y s t e m e f f i c i e n c y ,
e n v i r o n m e n t a l s t e w a r d s h i p , e c o n o m i c d e v e l o p m e n t , i n t e r m o d a l i s m a n d
a c c e s s i b i l i t y , a n d p u b l i c a n d a g e n c y c o m m u n i c a t i o n s .
O n M a y 1 3 , 2 0 0 9 , s t a f f p r e s e n t e d t h e p r o p o s e d b u d g e t t o t h e C o m m i s s i o n .
S u b s e q u e n t t o t h a t p r e s e n t a t i o n , s t a f f u p d a t e d t h e d o c u m e n t a s a r e s u l t o f t h e
f o l l o w i n g c h a n g e s , r e s u l t i n g i n a n e t d e c r e a s e o f $ 2 4 , 7 6 3 , 7 0 0 t o e n d i n g f u n d
b a l a n c e :
A d j u s t m e n t s t o F Y 2 0 0 8 / 0 9 P r o j e c t e d A m o u n t s
" D e c r e a s e s o f $ 4 . 5 m i l l i o n a n d $ 1 m i l l i o n i n M e a s u r e A a n d L o c a l
T r a n s p o r t a t i o n F u n d ( L T F ) s a l e s t a x r e v e n u e s , r e s p e c t i v e l y , b a s e d o n s a l e s
t a x r e c e i p t s t r e n d s a n d e c o n o m i c d a t a ;
" A $ 1 5 0 , 0 0 0 i n c r e a s e i n C o n g e s t i o n M i t i g a t i o n a n d A i r Q u a l i t y ( C M A Q )
r e i m b u r s e m e n t s f o r t h e N o r t h M a i n C o r o n a s t a t i o n p a r k i n g s t r u c t u r e ;
A g e n d a I t e m 6
1
" A $ 6 6 , 6 0 0 d e c r e a s e i n s a l a r i e s a n d b e n e f i t s e x p e n d i t u r e s f o r t h r e e r e t i r e e s
w h o a c c e p t e d t h e e a r l y r e t i r e m e n t i n c e n t i v e ;
" A $ 4 1 3 , 8 0 0 i n c r e a s e i n c o m m u t e r r a i l s t a t i o n s u p p o r t c o s t s a n d
m a i n t e n a n c e e x p e n d i t u r e s p r i m a r i l y d u e t o i n c r e a s e d s e c u r i t y c o s t s ;
" A n e t d e c r e a s e o f $ 8 0 9 , 8 0 0 i n 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
e n g i n e e r i n g e x p e n d i t u r e s d u e t o u p d a t e s o f p r o j e c t e d e x p e n d i t u r e s ;
" A $ 1 5 0 , 0 0 0 i n c r e a s e i n r a i l c o n s t r u c t i o n e x p e n d i t u r e s r e l a t e d t o t h e N o r t h
M a i n C o r o n a s t a t i o n p a r k i n g s t r u c t u r e ;
" N e t d e c r e a s e s o f $ 4 0 0 , 3 0 0 a n d $ 1 , 0 0 0 , 0 0 0 i n M e a s u r e A C o a c h e l l a . V a l l e y
a n d M e a s u r e A W e s t e r n C o u n t y h i g h w a y c o n s t r u c t i o n e x p e n d i t u r e s ,
r e s p e c t i v e l y , r e l a t e d t o u p d a t e s o f p r o j e c t e d e x p e n d i t u r e s ;
" A $ 4 0 2 , 0 0 0 i n c r e a s e i n r a i l o p e r a t i n g a n d c a p i t a l c o n t r i b u t i o n s r e l a t e d t o t h e
r e v e r s a l e f f e c t o f a F Y 2 0 0 7 / 0 8 a c c r u a l ; a n d
" D e c r e a s e s o f $ 1 , 7 6 3 , 0 0 0 a n d $ 1 1 2 , 0 0 0 i n M e a s u r e A l o c a l s t r e e t s a n d
r o a d s e x p e n d i t u r e s a n d C o a c h e l l a V a l l e y s p e c i a l i z e d t r a n s i t e x p e n d i t u r e s ,
r e s p e c t i v e l y , b a s e d o n t h e d e c r e a s e d M e a s u r e A r e v e n u e p r o j e c t i o n s .
A d j u s t m e n t s t o F Y 2 0 0 9 / 1 0 B u d g e t e d A m o u n t s
" D e c r e a s e s o f $ 4 . 5 m i l l i o n a n d $ 1 m i l l i o n i n F Y 2 0 0 9 / 1 0 p r o j e c t e d M e a s u r e A
a n d L T F s a l e s t a x r e v e n u e s , r e s p e c t i v e l y , b a s e d o n s a l e s t a x r e c e i p t s t r e n d s
a n d e c o n o m i c d a t a ;
" A $ 3 0 , 0 0 0 d e c r e a s e i n L T F r e v e n u e s a l l o c a t e d f o r C o m m i s s i o n p l a n n i n g a n d
p r o g r a m m i n g a c t i v i t i e s ;
" A $ 1 0 0 i n c r e a s e i n F r e e w a y S e r v i c e P a t r o l r e i m b u r s e m e n t s ;
" A $ 9 , 6 3 0 , 0 0 0 i n c r e a s e i n C M A Q r e i m b u r s e m e n t s f o r t h e N o r t h M a i n C o r o n a
s t a t i o n p a r k i n g s t r u c t u r e a n d f o r I n t e r s t a t e 2 1 5 c o r r i d o r i m p r o v e m e n t s ;
" A $ 1 4 5 , 6 0 0 n e t d e c r e a s e i n i n v e s t m e n t i n c o m e a s a r e s u l t o f a n e t i n c r e a s e
i n e x p e n d i t u r e s o v e r r e v e n u e s a n d t h e c o r r e l a t i n g d e c r e a s e i n t h e e s t i m a t e d
c a s h b a l a n c e ;
" A $ 8 8 , 8 0 0 d e c r e a s e i n s a l a r i e s a n d b e n e f i t s f o r a t h i r d r e t i r e e w h o a c c e p t e d
t h e e a r l y r e t i r e m e n t i n c e n t i v e ;
" A $ 1 6 5 , 0 0 0 i n c r e a s e i n p r o f e s s i o n a l a n d s u p p o r t c o s t s r e l a t e d t o i n c r e a s e d
c o s t s f o r g r a p h i c d e s i g n s e r v i c e s , g e n e r a l b u s i n e s s i n s u r a n c e , a n d w e e d
a b a t e m e n t ;
" A $ 3 0 0 , 0 0 0 i n c r e a s e i n r e p a i r s u p p o r t c o s t s o f f s e t b y a $ 3 0 0 , 0 0 0 d e c r e a s e
i n r a i l c o n s t r u c t i o n e x p e n d i t u r e s d u e t o a r e c l a s s i f i c a t i o n o f r e h a b i l i t a t i o n
p r o j e c t c o s t s ;
" A $ 1 8 7 , 0 0 0 d e c r e a s e i n p r o g r a m m a n a g e m e n t e x p e n d i t u r e s f o r B e c h t e l
s e r v i c e s b a s e d o n a r e c o n c i l i a t i o n t o t h e B e c h t e l c o n t r a c t a m o u n t ;
" A $ 2 4 3 , 5 0 0 i n c r e a s e i n r a i l s t a t i o n m a i n t e n a n c e e x p e n d i t u r e s p r i m a r i l y d u e
t o i n c r e a s e d s e c u r i t y c o s t s ;
" A $ 4 m i l l i o n i n c r e a s e i n p r e l i m i n a r y e n g i n e e r i n g e x p e n d i t u r e s r e l a t e d t o t h e
P e r r i s V a l l e y L i n e ;
A g e n d a I t e m 6
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2
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"
" A $ 5 8 4 , 0 0 0 d e c r e a s e i n 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 e n g i n e e r i n g
e x p e n d i t u r e s d u e t o u p d a t e s o f c o s t s ;
" A n i n c r e a s e o f $ 3 0 0 , 0 0 0 i n r a i l c o n s t r u c t i o n e x p e n d i t u r e s b a s e d o n c o n t r a c t
s c o p e c h a n g e s ;
" A $ 6 , 5 1 9 , 3 0 0 i n c r e a s e i n 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 c o n s t r u c t i o n
e x p e n d i t u r e s b a s e d o n j u r i s d i c t i o n s ' e x t e n s i o n r e q u e s t s ;
" A n e t i n c r e a s e o f $ 1 , 2 0 0 , 0 0 0 i n M e a s u r e A W e s t e r n C o u n t y h i g h w a y
c o n s t r u c t i o n e x p e n d i t u r e s b a s e d o n u p d a t e d c o s t s a n d c o m m u n i c a t i o n s f r o m
l e a d a g e n c y j u r i s d i c t i o n s ;
" A $ 2 2 9 , 7 0 0 d e c r e a s e i n s p e c i a l i z e d t r a n s i t e x p e n d i t u r e s d u e t o t h e
d e c r e a s e d M e a s u r e A r e v e n u e p r o j e c t i o n s ;
" A $ 1 , 2 6 6 , 0 0 0 d e c r e a s e i n l o c a l s t r e e t s a n d r o a d s e x p e n d i t u r e s d u e t o t h e
d e c r e a s e d M e a s u r e A r e v e n u e p r o j e c t i o n s ;
" A $ 7 7 2 , 2 0 0 d e c r e a s e i n C o a c h e l l a V a l l e y r e g i o n a l a r t e r i a l e x p e n d i t u r e s d u e
t o t h e d e c r e a s e d M e a s u r e A r e v e n u e p r o j e c t i o n s ;
" I n c r e a s e s o f $ 1 1 , 5 7 7 , 0 0 0 a n d $ 6 , 3 5 0 , 0 0 0 i n L T F t r a n s i t a n d r a i l j u m p - s t a r t
a l l o c a t i o n s , r e s p e c t i v e l y , b a s e d o n f i n a l S h o r t R a n g e T r a n s i t P l a n s u b m i s s i o n s
a n d a c o r r e c t i o n t o t h e j u m p - s t a r t a l l o c a t i o n a m o u n t ;
" A $ 6 7 3 , 0 0 0 d e c r e a s e i n S t a t e T r a n s i t A s s i s t a n c e e x p e n d i t u r e s b a s e d o n t h e
f i n a l S h o r t R a n g e T r a n s i t P l a n s u b m i s s i o n s ; a n d
" A n e t d e c r e a s e o f $ 1 , 7 2 6 , 9 0 0 i n o p e r a t i n g t r a n s f e r s i n a n d o u t r e l a t e d
p r i m a r i l y t o a r e d u c t i o n i n n e t b o n d p r o c e e d s f o r d e b t s e r v i c e .
A p u b l i c h e a r i n g t o a l l o w f o r p u b l i c c o m m e n t o n t h e p r o p o s e d b u d g e t , a s r e v i s e d , i s
r e q u i r e d p r i o r t o t h e a d o p t i o n o f t h e p r o p o s e d b u d g e t . T h e p u b l i c h e a r i n g w a s
o p e n e d a t t h e M a y 1 3 , 2 0 0 9 C o m m i s s i o n m e e t i n g . A f t e r t h e p u b l i c h e a r i n g i s
c l o s e d . o n J u n e 1 0 , 2 0 0 9 , a d o p t i o n o f t h e p r o p o s e d B u d g e t f o r F Y 2 0 0 9 / 1 0 w i l l
f o l l o w . I n a c c o r d a n c e w i t h t h e C o m m i s s i o n ' s f i s c a l p o l i c i e s , t h e b u d g e t m u s t b e
a d o p t e d n o l a t e r t h a n J u n e 1 5 o f e a c h y e a r .
A t t a c h e d i s t h e p r o p o s e d B u d g e t f o r F Y 2 0 0 9 / 1 0 . T h i s d o c u m e n t c o n t a i n s t h e
e x e c u t i v e s u m m a r y , a s r e v i s e d , t h a t w a s p r e s e n t e d a t t h e M a y 1 3 , 2 0 0 9
C o m m i s s i o n m e e t i n g ; t h e G a n n A p p r o p r i a t i o n s L i m i t ; t h e g u i d i n g p o l i c i e s r e l a t e d t o
t h e p r e p a r a t i o n o f t h e b u d g e t ; a s u m m a r y o f t h e b u d g e t p r o c e s s ; f u n d b u d g e t s ;
d e t a i l s o f p r o g r a m r e v e n u e s a n d o t h e r s o u r c e s ; p e r s o n n e l c o s t s , a n d d e b t ;
d e p a r t m e n t b u d g e t s ; a c o m m u n i t y p r o f i l e ; a n d a p p e n d i c e s i n c l u d i n g a g l o s s a r y o f
a c r o n y m s , f u n d i n g d e f i n i t i o n s , a n d p r o g r a m / g e n e r a l t e r m s .
A s u m m a r y o f t h e p r o p o s e d B u d g e t f o r F Y 2 0 0 9 / 1 0 i s a s f o l l o w s :
A g e n d a I t e m 6
3
Revenues and other financing sources:
Sales taxes -Measure A and LTF
Reimbursements (federal, state, and other)
TUMF
State Transit Assistance
Other revenues
Interest on investments
Debt proceeds
Transfers in
Total revenues and other financing sources
Expenditures and other financing uses:
Personnel salary and fringe benefits
Professional services
Support services
Projects and operations
Capital outlay
Debt service (principal, interest and costs of issuance)
Transfers out
Total expenditures and other financing uses
Excess (deficiency) of revenues and other financing
sources over (under) expenditures and other financing
uses
Beginning fund balance
Ending fund balance
Attachment: FY 2009/10 Proposed Budget
Agenda Item 6
FY 2009/10 Budget
$ 209,141, 900
59,893,600
11,475,000
0
506,100
3,419,100
260,000,000
243,482,600
787,918,300
6,053,300
16, 906,400
3,795,600
443,424,400
1,110, 500
198,255,000
243,482,600
913,027,800
(125,109,500)
406,095,000
S 280,985,500
4
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B U D G E l j
F Y 2 0 4 9 / 1 0
"
"
J u n e 1 0 , 2 0 0 9
H o n o r a b l e C o m m i s s i o n e r s
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 i v e r s i d e , C a l i f o m i a
F Y 2 0 0 9 / 1 0 B u d g e t I n t r o d u c t i o n
E c o n o m i c u n c e r t a i n t y p r e s e n t s i t s c h a l l e n g e s , b u t w e l l - m a n a g e d o r g a n i z a t i o n s f i n d
w a y s t o c o n t i n u e t h e i r p r o g r e s s d u r i n g t o u g h t i m e s w i t h t h e o b j e c t i v e o f e m e r g i n g e v e n
s t r o n g e r w h e n e c o n o m i c c o n d i t i o n s i m p r o v e .
T h i s b e s t d e s c r i b e s t h e c u r r e n t f i n a n c i a l s i t u a t i o n f a c i n g 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 o m m i s s i o n ) . P r o j e c t e d s a l e s t a x r e v e n u e s f o r f i s c a l y e a r
( F Y ) 2 0 0 9 / 1 0 a r e e x p e c t e d t o b e c o m p a r a b l e t o F Y 2 0 0 8 / 0 9 r e v i s e d p r o j e c t i o n s , b u t t h e
C o m m i s s i o n i s m o v i n g f o r w a r d w i t h a n a m b i t i o u s p r o g r a m o f p r o j e c t d e v e l o p m e n t a n d
f u n d i n g l e a d i n g t o t h e e v e n t u a l c o n s t r u c t i o n o f b i l l i o n s o f d o l l a r s i n t r a n s p o r t a t i o n
p r o j e c t s o v e r t h e n e x t d e c a d e .
T h a t ' s a n i m p o r t a n t d e v e l o p m e n t f o r R i v e r s i d e C o u n t y ( C o u n t y ) a n d t h e r e g i o n . A l l t o o
o f t e n , c a p i t a l p r o j e c t s a r e d e l a y e d d u r i n g t o u g h t i m e s , l e a d i n g t o g r e a t e r c h a l l e n g e s i n
t h e f u t u r e . A m o r e t h o u g h t f u l a p p r o a c h i s t o c o n t i n u e t o i n v e s t i n i n f r a s t r u c t u r e d u r i n g
c h a l l e n g i n g t i m e s , o f t e n l e a d i n g t o w e l c o m e e c o n o m i c o p p o r t u n i t i e s a n d a b e t t e r f u t u r e
f o r e v e r y o n e . I n v e s t i n g i n b e t t e r i n f r a s t r u c t u r e c a n c r e a t e j o b s i m m e d i a t e l y b u t w i l l a l s o
c r e a t e a n e c o n o m i c b a s e t h a t a t t r a c t s e m p l o y e r s a n d j o b s f o r t h e l o n g - t e r m .
M a i o r P r o t e c t s o n t h e H o r i z o n
B y u s i n g a c o m b i n a t i o n o f f u n d i n g f r o m s o u r c e s t h a t i n c l u d e t h e v o t e r - a p p r o v e d
M e a s u r e A s a l e s t a x , P r o p o s i t i o n 1 B , a n d o t h e r s t a t e a n d f e d e r a l p r o g r a m s , t h e
C o m m i s s i o n w i l l b e c o m p l e t i n g e n v i r o n m e n t a l a n d e n g i n e e r i n g w o r k f o r a n u m b e r o f
p r o j e c t s , m a n y o f w h i c h w i l l b e g i n c o n s t r u c t i o n w i t h i n t h e n e x t t w o t o t h r e e y e a r s .
C u r r e n t p r o j e c t s i n c l u d e :
" S t a t e R o u t e ( S R ) 9 1 H i g h O c c u p a n c y V e h i c l e ( N O V ) l a n e s / A d a m s S t r e e t t o
S R - 6 0 / S R - 9 1 / I n t e r s t a t e ( 1 ) 2 1 5 i n t e r c h a n g e
" 1 - 2 1 5 c o r r i d o r i m p r o v e m e n t s a n d c o n n e c t o r w i d e n i n g
" S R - 7 4 / G S t r e e t t o 1 - 2 1 5 i n t e r c h a n g e
" I - 2 1 5 / S R - 6 0 E a s t J u n c t i o n H O V l a n e c o n n e c t o r s
" S R - 9 1 a n d 1 - 1 5 c o r r i d o r i m p r o v e m e n t s , i n c l u d i n g E x p r e s s L a n e s
" P e r r i s V a l l e y L i n e
" S R - 7 9 r e a l i g n m e n t
" M i d C o u n t y P a r k w a y
6
Completed Projects Making a Difference
While much of the Commission's attention has been placed on major projects that start
construction in a few years, there have been a number of significant transportation
facilities that have recently been completed, resulting in a profound and positive
improvement to the transportation system in the County. The SR-91/Green River
interchange in Corona opened at the end of the 2008 calendar year and has improved
access to and from the freeway. Similarly, the spring 2009 opening of the La Sierra
interchange on SR-91 will be welcomed by motorists and residents. Train commuters
will certainly welcome the opening in summer 2009 of .a new parking structure at the
North Main Corona Metrolink station. Two other rail -related projects include a grade
separation project at Ave 48 in Coachella and Indio that was completed in May 2009
and the Columbia Avenue grade separation project in Riverside that will be completed
during FY 2009/10.
Stimulus Dollars to Make a Major Impact
With Congress's approval of the American Recovery and Reinvestment Act (ARRA),
Ca!trans and local governments in Riverside County will begin receiving welcome
federal stimulus funding for transportation projects during FY 2009/10. While this
funding does not come directly to the Commission, the investment in the area's
transportation system will free up other dollars controlled by the Commission to build
additional projects. Thanks to the ARRA funding, a number of projects will begin
construction during FY 2009/10. While it will not serve as the lead construction agency,
the Commission was able to attract welcome federal stimulus funding to build five
important freeway projects in various locations including:
• I-10/Bob Hope/Ramon Road interchange (Coachella Valley)
• 1-10/Palm Drive interchange (Coachella Valley)
• I-215/Clinton Keith Road interchange (Murrieta)
• SR-60Nalley Way interchange (Rubidoux area of Riverside County)
• SR-91Nan Buren Boulevard interchange (Riverside)
Federal stimulus dollars are also flowing to Riverside County transit operators for
needed projects. Altogether the County of Riverside will receive more than $100 million
in ARRA funding for highway and public transit projects. Federal funding will take on an
even greater focus when Congress considers the reauthorization of the federal
transportation bill as part of the current session. The Commission will be working closely
with local jurisdictions and neighboring transportation agencies to maximize funding for
the region.
Current Responsibilities
During FY 2009/10, the Commission will invest $263 million in capital projects that
include highway, regional arterial, and rail projects. The Commission's overall budget
will exceed $669 million and includes additional investments for transit operations,
7
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p a y m e n t s t o c i t i e s f o r s t r e e t a n d r o a d i m p r o v e m e n t s , a n d a v a r i e t y o f s m a l l e r p r o g r a m s
s u c h a s m o t o r i s t a n d c o m m u t e r a s s i s t a n c e p r o g r a m s .
T h e C o m m i s s i o n ' s s t a t u s h a s b e c o m e s o m e w h a t u n i q u e i n S o u t h e r n C a l i f o r n i a . A s
m a n y t r a n s p o r t a t i o n a g e n c i e s h a v e c o n s o l i d a t e d f u n c t i o n s a n d g r o w n i n s i z e , t h e
C o m m i s s i o n r e m a i n s t r u e t o t h e o r i g i n a l i n t e n t o f t h e s t a t e o f C a l i f o r n i a ( S t a t e )
l e g i s l a t i o n t h a t f i r s t c r e a t e d i t , o p e r a t i n g a s t a f f o f 4 1 b u d g e t e d p o s i t i o n s . I n d o i n g s o , t h e
C o m m i s s i o n r e m a i n s e f f e c t i v e i n i t s r o l e a s a t r a n s p o r t a t i o n p l a n n i n g a n d f u n d i n g
a g e n c y b y m a i n t a i n i n g p r o d u c t i v e r e l a t i o n s h i p s w i t h o t h e r a g e n c i e s .
F o r e x a m p l e , M e a s u r e A p a y s f o r a s c o r e o f l e s s e r - k n o w n p r o j e c t s t h a t a r e e x t r e m e l y
i m p o r t a n t t o l o c a l r e s i d e n t s . I n F Y 2 0 0 9 / 1 0 , t h e C o m m i s s i o n w i l l r e t u r n $ 3 6 m i l l i o n i n
f u n d i n g t o l o c a l c i t i e s a n d t h e C o u n t y f o r l o c a l s t r e e t s a n d r o a d s n e e d s .
T h e C o m m i s s i o n a l s o r e c e i v e s a n d p r o g r a m s f u n d i n g f r o m s t a t e a n d f e d e r a l s o u r c e s .
T h i s i n c l u d e s t h e S t a t e ' s T r a n s p o r t a t i o n D e v e l o p m e n t A c t p r o g r a m d o l l a r s t h a t a r e
a l l o c a t e d p r i m a r i l y t o t h e C o u n t y ' s m a j o r p u b l i c t r a n s i t p r o v i d e r s . M e a s u r e A a l s o p a y s
i t s s h a r e b y f u n d i n g t r a n s i t f a r e d i s c o u n t s a n d p r o g r a m s f o r s e n i o r c i t i z e n s , p e r s o n s w i t h
d i s a b i l i t i e s , a n d i n d i v i d u a l s o f l i m i t e d m e a n s a n d b y o p e r a t i n g a c o m m u t e r a s s i s t a n c e
p r o g r a m t h a t p r o v i d e s t r a v e l e r i n f o r m a t i o n a n d r i d e s h a r i n g a s s i s t a n c e t o e m p l o y e r s a n d
c o m m u t e r s .
L o o k i n g T o w a r d t h e F u t u r e
T h e f o c u s o f F Y 2 0 0 9 / 1 0 a n d b e y o n d w i l l b e t h e d e v e l o p m e n t a n d d e l i v e r y o f t h e 2 0 0 9
M e a s u r e A 1 0 - Y e a r W e s t e r n R i v e r s i d e C o u n t y H i g h w a y D e l i v e r y P l a n w h i c h i n c l u d e s
t h e w i d e n i n g o f f o u r m a j o r f r e e w a y s . M o r e o v e r , i t a l s o i n c l u d e s t h e d e v e l o p m e n t o f t o l l
f a c i l i t i e s o n S R - 9 1 t h r o u g h C o r o n a a n d o n m a j o r s e c t i o n s o f t h e 1 - 1 5 . T h e C o m m i s s i o n
r e c e i v e d l e g i s l a t i v e a p p r o v a l f o r b o t h o f t h e s e e f f o r t s i n 2 0 0 8 w i t h t h e a p p r o v a l o f A B
1 9 5 4 ( J e f f r i e s ) a n d S B 1 3 1 6 ( C o r r e a ) . W i t h l e g i s l a t i v e a p p r o v a l i n p l a c e , e n v i r o n m e n t a l
w o r k o n t h e w i d e n i n g o f S R - 9 1 t h r o u g h C o r o n a h a s a l r e a d y b e g u n w i t h a d d i t i o n a l w o r k
i n c l u d e d f o r r e l a t e d i m p r o v e m e n t s o n t h e S R - 9 1 / S R - 7 1 c o n n e c t o r s i n t e r c h a n g e .
T h e d e v e l o p m e n t o f t h e P e r r i s V a l l e y L i n e M e t r o l i n k e x t e n s i o n i s y e t a n o t h e r p r i o r i t y f o r
n o w a n d u n t i l t h e a n t i c i p a t e d l a u n c h o f s e r v i c e i n 2 0 1 2 . T h e p r o j e c t h a s r e c e i v e d a
f a v o r a b l e r a t i n g f r o m t h e F T A a n d $ 4 5 m i l l i o n i n f e d e r a l f u n d i n g i n t h e f e d e r a l F Y
2 0 0 8 / 0 9 a p p r o p r i a t i o n b i l l .
G F O A D i s t i n g u i s h e d B u d g e t A w a r d
T h e G o v e r n m e n t F i n a n c e O f f i c e r s A s s o c i a t i o n o f t h e U n i t e d S t a t e s a n d C a n a d a
( G F O A ) p r e s e n t e d a n a w a r d o f D i s t i n g u i s h e d B u d g e t P r e s e n t a t i o n 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 f o r i t s a n n u a l b u d g e t f o r t h e f i s c a l y e a r b e g i n n i n g
J u l y 1 , 2 0 0 8 .
8
In order to receive this award, a governmental unit must publish a document that meets
program criteria as a policy document, as an operations guide, as a financial plan and
as a communications device. The award is valid for a period of one year only. The
Commission believes that this budget document conforms to program requirements,
and it will be submitted to the GFOA to determine its eligibility for another award.
Acknowledgements
The preparation of this budget has been a collaborative effort of the Commission's staff.
The budget reflects the Commission's desire to communicate the components of the
budget in terms that are easily understandable and supportable for the general public.
Staff acknowledges and appreciates the guidance and leadership of the Commission's
32-member Board of Commissioners and the sense of renewal and commitment they
have and continue to inspire.
Signature on file Signature on file
Anne Mayer, Executive Director Theresia Trevino, Chief Financial Officer
9
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C o m m i s s i o n I n t r o d u c t i o n
S t a t e o f C a l i f o r n i a ( S t a t e ) l a w c r e a t e d 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 o m m i s s i o n o r R C T C ) i n 1 9 7 6 t o o v e r s e e t h e f u n d i n g a n d
c o o r d i n a t i o n o f a l l p u b l i c t r a n s p o r t a t i o n s e r v i c e s w i t h i n R i v e r s i d e C o u n t y
( C o u n t y ) . T h e C o m m i s s i o n ' s m i s s i o n i s t o a s s u m e a l e a d e r s h i p r o l e i n
i m p r o v i n g m o b i l i t y i n t h e C o u n t y . T h e g o v e r n i n g b o d y c o n s i s t s o f a l l f i v e
m e m b e r s o f t h e C o u n t y B o a r d o f S u p e r v i s o r s , o n e e l e c t e d o f f i c i a l f r o m e a c h o f
t h e C o u n t y ' s 2 6 c i t i e s , a n d o n e n o n - v o t i n g m e m b e r a p p o i n t e d b y t h e G o v e r n o r
o f C a l i f o r n i a . 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 s e t t i n g p o l i c i e s , e s t a b l i s h i n g
p r i o r i t i e s , a n d c o o r d i n a t i n g a c t i v i t i e s a m o n g t h e C o u n t y ' s v a r i o u s t r a n s i t
o p e r a t o r s a n d o t h e r a g e n c i e s . T h e C o m m i s s i o n a l s o p r o g r a m s a n d / o r r e v i e w s
t h e a l l o c a t i o n o f f e d e r a l , s t a t e , a n d l o c a l f u n d s f o r h i g h w a y , t r a n s i t , r a i l , n o n
m o t o r i z e d t r a v e l ( b i c y c l e a n d p e d e s t r i a n ) , a n d o t h e r t r a n s p o r t a t i o n a c t i v i t i e s .
T h e C o m m i s s i o n s e r v e s a s t h e t a x a u t h o r i t y a n d i m p l e m e n t a t i o n a g e n c y f o r t h e
v o t e r a p p r o v e d 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 ) .
M e a s u r e A w a s a p p r o v e d b y t h e C o u n t y ' s e l e c t o r a t e i n 1 9 8 8 a n d i m p o s e s a
o n e - h a l f o f o n e c e n t s a l e s t a x t o f u n d s p e c i f i c p r o g r a m s t h a t c o m m e n c e d i n
J u l y 1 9 8 9 ( 1 9 8 9 M e a s u r e A ) . T h e 1 9 8 9 M e a s u r e A w a s a p p r o v e d f o r 2 0 y e a r s
a n d e x p i r e s o n J u n e 3 0 , 2 0 0 9 . O n N o v e m b e r 5 , 2 0 0 2 , t h e v o t e r s o f R i v e r s i d e
C o u n t y a p p r o v e d t h e r e n e w a l o f M e a s u r e A b e g i n n i n g i n J u l y 2 0 0 9 t h r o u g h
2 0 3 9 ( 2 0 0 9 M e a s u r e A ) .
A d d i t i o n a l l y , t h e C o m m i s s i o n p r o v i d e s m o t o r i s t a i d s e r v i c e s d e s i g n e d t o
e x p e d i t e t r a f f i c f l o w . T h e s e s e r v i c e s i n c l u d e t h e S e r v i c e A u t h o r i t y f o r F r e e w a y
E m e r g e n c i e s ( S A F E ) , a p r o g r a m t h a t p r o v i d e s c a l l b o x s e r v i c e f o r m o t o r i s t s ,
a n d t h e F r e e w a y S e r v i c e P a t r o l ( F S P ) , a r o v i n g t o w t r u c k s e r v i c e t o a s s i s t
m o t o r i s t s w i t h d i s a b l e d v e h i c l e s o n t h e m a i n h i g h w a y s o f t h e C o u n t y d u r i n g
p e a k r u s h h o u r t r a f f i c p e r i o d s . T h e s e s e r v i c e s a r e p r o v i d e d a t n o c h a r g e t o
m o t o r i s t s a n d a r e f u n d e d t h r o u g h a $ 1 s u r c h a r g e o n v e h i c l e r e g i s t r a t i o n s .
T h e C o m m i s s i o n i s a l s o l e g a l l y r e s p o n s i b l e f o r a l l o c a t i n g T r a n s p o r t a t i o n
D e v e l o p m e n t A c t ( T D A ) f u n d s , t h e m a j o r s o u r c e o f f u n d s f o r t r a n s i t i n t h e
C o u n t y . T h e T D A p r o v i d e s t w o s o u r c e s o f f u n d i n g : t h e L o c a l T r a n s p o r t a t i o n
F u n d ( L T F ) , w h i c h i s d e r i v e d f r o m a o n e - q u a r t e r o f o n e c e n t s t a t e s a l e s t a x ,
a n d S t a t e T r a n s i t A s s i s t a n c e ( S T A ) , w h i c h i s d e r i v e d f r o m t h e s t a t e w i d e s a l e s
t a x o n g a s o l i n e a n d d i e s e l f u e l .
F i n a l l y , t h e C o m m i s s i o n h a s b e e n d e s i g n a t e d a s t h e C o n g e s t i o n M a n a g e m e n t
A g e n c y ( C M A ) f o r t h e C o u n t y . A s t h e C M A , t h e C o m m i s s i o n c o o r d i n a t e s w i t h
l o c a l j u r i s d i c t i o n s i n t h e e s t a b l i s h m e n t o f c o n g e s t i o n m i t i g a t i o n p r o c e d u r e s f o r
t h e C o u n t y ' s r o a d w a y s y s t e m .
1 0
Riverside County Transportation Commission
List of Principal Officials
Board of Commissioners
Name Title Agency
Bob Buster 1st Vice Chair (Commission) County of Riverside, District 1
John F. Tavaglione Member County of Riverside, District 2
Jeff Stone Member County of Riverside, District 3
Roy Wilson Member County of Riverside, District 4
Marion Ashley Member County of Riverside, District 5
Bob Botts Chair (Plans and Programs Committee) City of Banning
Roger Berg Member City of Beaumont
Joseph DeConinck Member City of Blythe
Ray Quinto Member City of Calimesa
Mary Craton Chair (Budget and Implementation Committee) City of Canyon Lake
Gregory S. Pettis Vice Chair (Budget and Implementation Committee) City of Cathedral City
Eduardo Garcia Member City of Coachella
Karen Spiegel Vice Chair (Plans and Programs Committee) City of Corona
Scott Matas Member City of Desert Hot Springs
Robin Lowe Member City of Hemet
Patrick J. Mullany Member City of Indian Wells
Glenn Miller Member City of Indio
Terry Henderson Member City of La Quinta
Bob Magee Chair (Commission) City of Lake Elsinore
Darcy Kuenzi Member City of Menifee
Jesse Molina Member City of Moreno Valley
Rick Gibbs Member City of Murrieta
Frank Hall Member City of Norco
Jim Ferguson Member City of Palm Desert
Steve Pougnet Member City of Palm Springs
Daryl Busch Member City of Perris
Ron Meepos Member City of Rancho Mirage
Steve Adams Member City of Riverside
James Potts Member City of San Jacinto
Ron Roberts Member City of Temecula
Scott Farnam Member City of Wildomar
Raymond Wolfe Governor's Appointee Ca!trans, District B
Management Staff
Anne Mayer, Executive Director
John Standiford, Deputy Executive Director
Cathy Bechtel, Project Development Director
Michael Blomquist, Toll Program Director
Marlin Feenstra, Project Delivery Director
Theresia Trevino, Chief Financial Officer
Robert Yates, Multimodal Services Director
11
Executive Summary
Introduction
The budget for Fiscal Year (FY) 2009/10 is presented to the Board of Commissioners
(Board) and the citizens of Riverside County. The budget outlines the projects the
Commission plans to undertake during the year and appropriates expenditures to
accomplish these tasks. The budget also shows the funding sources and fund balances that
will be used for these projects. This document will serve as the Commission's monetary
guideline. To provide the reader a better understanding of the projects, staff has included
descriptive information regarding each department and major projects. The discussion in
each department includes a review of major initiatives and key assumptions.
Staff used the goals and objectives approved at the Commission meeting on March 11,
2009, to prepare this budget. In addition to the Commission's long-term goals and strategic
plan, the short-term factors listed below were used to guide the development of the budget:
Operational
• Complete projects and programs included in the 1989 Measure A and determine use
for unexpended revenues.
• Aggressively pursue completion of the environmental and design processes on key
components of the 2009 Measure A 10-Year Western Riverside County Highway
Delivery Plan (10-Year Western County Highway Delivery Plan).
• Continue development of the toll program consistent with the 10-Year Western
County Highway Delivery Plan including obtaining federal toll authority for select
projects and executing toll program agreements with key partners.
• Work closely with local jurisdictions to implement the Transportation Uniform
Mitigation Fee (TUMF) Regional Arterial Program and facilitate the delivery of arterial
improvements in westem Riverside County (Westem County).
• Continue cooperation with the Federal Transit Administration (FTA) regarding the
Small Starts process to support project development activities for the Perris Valley
Line Metrolink extension (Perris Valley Line) project.
• Improve utilization and increase efficiency of commuter rail lines serving the County.
• Support innovative programs that provide transit assistance in hard to serve rural
areas or for riders with special transit needs.
• Promote program efficiency and harmony between transit operators.
• Maintain effective partnerships among commuters, employers, and government to
increase the efficiency of our transportation system by encouraging and promoting
transportation altematives.
• Continue to provide a motorist aid system that ensures safety and convenience to
freeway motorists.
• Maintain an active involvement in state and federal legislative matters to ensure that
the Commission receives proper consideration for transportation projects and
funding.
• Maintain close communication with Commissioners and educate policy makers on all
issues of importance to the Commission.
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Financial
• Maintain administrative program delivery costs below the policy threshold of 4% of
Measure A revenues. The current Management Services budget is 2.90% of
Measure A revenues.
• Maintain administrative salaries and benefits at less than 1 % of Measure A revenues.
The current administrative salaries and benefits is .94% of Measure A revenues.
• Continue to maintain prudent cash reserves to provide some level of insulation for
unplanned expenditures.
• Maintain current positive bond ratings with rating agencies.
• Move forward on Measure A projects for highways and regional arterials using sales
tax revenues, TUMF revenues, and state and federal funding as well as financing
alternatives such as commercial paper, sales tax revenue bonds, and other financing
strategies such as toll revenue bonds.
• Look for opportunities, funding sources, and innovative approaches to address
transportation needs that extend beyond Measure A.
• Leverage and protect past Measure A investments in rail with state and federal
funding for additional rail improvements, including the Perris Valley Line.
• Replace the financial software system to better integrate project accounting needs
and improve accounting efficiency.
Budget Overview
Chart 1 — Revenues: Major Categories
TUMF Revenue
4%
Intergovernmenta
1
21%
Other Revenue
0%
LTF Sales Tax
31%
Investment
Income
1%
Measure A Sales
Tax
43%
Total revenues are budgeted at $284,435,700, which is an increase of 9.8% over FY
2008/09 projected revenues and an 8.1% decrease over the FY 2008/09 budget. The
projected fund balance at June 30, 2009 available for expenditures (excluding reserves for
debt service of $26,393,400 and loans receivable of $14,700,000) is $365,001,600. Total
funding sources available for the FY 2009/10 budget, including commercial paper and sales
tax revenue bond proceeds of $75,000,000 and $185,000,000, respectively, amount to
$909,437,300.
13
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S 1 0 0 . 0 0 0 . 0 0 0
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a n d c r e d i t c r i s i s . P o p u l a t i o n g r o w t h h a s s l o w e d d o w n , t h e r e h a v e b e e n s i g n i f i c a n t j o b
l o s s e s , a n d c o n s u m e r s h a v e d e c r e a s e d s p e n d i n g . T h e s e f a c t o r s h a v e r e s u l t e d i n d e c l i n e s
i n M e a s u r e A a n d L T F s a l e s t a x r e v e n u e s a n d T U M F f e e s . T h e o u t l o o k f o r 2 0 1 0 i s g u a r d e d
w i t h s o m e e x p e c t a t i o n s f o r a n e c o n o m i c r e c o v e r y b e g i n n i n g i n l a t e 2 0 1 0 o r i n 2 0 1 1 . T h e
S t a t e B o a r d o f E q u a l i z a t i o n r e c e n t l y p r o v i d e d c i t i e s a n d o t h e r a g e n c i e s i t s p r o j e c t i o n s f o r
s t a t e w i d e t a x a b l e s a l e s o v e r t h e n e x t f i s c a l y e a r t o d e c r e a s e 4 . 8 % . A f t e r t a k i n g t h e s e
e c o n o m i c f a c t o r s a n d t h e s t a t e o f t h e l o c a l e c o n o m y i n t o c o n s i d e r a t i o n , s t a f f h a s p r o j e c t e d
t h a t M e a s u r e A s a l e s t a x r e v e n u e s w i l l b e u n c h a n g e d f r o m t h e F Y 2 0 0 8 / 0 9 r e v i s e d
p r o j e c t i o n o f $ 1 2 1 , 5 0 0 , 0 0 0 .
O n b e h a l f o f t h e C o u n t y , t h e C o m m i s s i o n a d m i n i s t e r s t h e L T F f o r p u b l i c t r a n s p o r t a t i o n
n e e d s , l o c a l s t r e e t s a n d r o a d s , a n d b i c y c l e a n d p e d e s t r i a n f a c i l i t i e s . T h e m a j o r i t y o f L T F
f u n d i n g r e c e i v e d b y t h e C o u n t y a n d a v a i l a b l e f o r a l l o c a t i o n i s d i s t r i b u t e d t o a l l p u b l i c t r a n s i t
o p e r a t o r s i n t h e C o u n t y , a n d t h e C o m m i s s i o n r e c e i v e s a l l o c a t i o n s f o r a d m i n i s t r a t i o n ,
p l a n n i n g , a n d p r o g r a m m i n g i n a d d i t i o n t o f u n d i n g f o r r a i l o p e r a t i o n s i n c l u d e d i n t h e
c o m m u t e r r a i l S h o r t R a n g e T r a n s i t P l a n ( S R T P ) . T h e L T F s a l e s t a x r e v e n u e r e c e i v e d f r o m
t h e S t a t e i s b u d g e t e d a t $ 5 9 , 0 0 0 , 0 0 0 , u n c h a n g e d f r o m t h e F Y 2 0 0 8 / 0 9 r e v i s e d p r o j e c t i o n .
A d d i t i o n a l F Y 2 0 0 9 / 1 0 b u d g e t e d L T F r e v e n u e s f o r a l l o c a t i o n s t o t h e C o m m i s s i o n ' s g e n e r a l
f u n d i n c l u d e $ 7 5 0 , 0 0 0 f o r a d m i n i s t r a t i o n ; $ 1 , 7 7 0 , 0 0 0 f o r p l a n n i n g a n d p r o g r a m m i n g ;
$ 6 , 7 5 0 , 0 0 0 f o r g r a d e s e p a r a t i o n j u m p - s t a r t f u n d i n g a w a r d a l l o c a t i o n s t o t h e c i t i e s o f C o r o n a
a n d R i v e r s i d e a n d t h e C o u n t y ; a n d $ 1 9 , 1 5 5 , 3 0 0 f o r r a i l o p e r a t i o n s a n d s t a t i o n
m a i n t e n a n c e . A n a d d i t i o n a l L T F r e v e n u e a l l o c a t i o n o f $ 2 1 6 , 6 0 0 i s t o f u n d r a i l c a p i t a l
r e h a b i l i t a t i o n p r o j e c t s .
I n t e r g o v e r n m e n t a l r e v e n u e s i n c l u d e r e i m b u r s e m e n t r e v e n u e s f r o m f e d e r a l s o u r c e s o f
$ 2 4 , 6 5 4 , 0 0 0 , s t a t e s o u r c e s o f $ 3 3 , 2 4 0 , 8 0 0 , l o c a l a g e n c i e s o f $ 1 , 9 3 8 , 8 0 0 , a n d o t h e r s o f
$ 6 0 , 0 0 0 f o r h i g h w a y a n d r a i l c a p i t a l , r a i l o p e r a t i o n s a n d s t a t i o n m a i n t e n a n c e , c o m m u t e r
a s s i s t a n c e , a n d m o t o r i s t a s s i s t a n c e p r o g r a m s a s w e l l a s p l a n n i n g a n d p r o g r a m m i n g
a c t i v i t i e s . R e i m b u r s e m e n t r e v e n u e s v a r y f r o m y e a r t o y e a r d e p e n d i n g o n p r o j e c t a c t i v i t i e s
a n d f u n d i n g l e v e l s . S T A f u n d s g e n e r a t e d f r o m t h e s t a t e w i d e s a l e s t a x o n m o t o r v e h i c l e f u e l
w e r e a l l o c a t e d i n p r i o r y e a r s b y f o r m u l a b y t h e S t a t e C o n t r o l l e r t o t h e C o m m i s s i o n f o r
a l l o c a t i o n s t o t h e C o u n t y ' s p u b l i c t r a n s i t o p e r a t o r s . T h e S T A t r a n s i t a l l o c a t i o n f o r F Y
2 0 0 9 / 1 0 i s $ 0 d u e t o a s u s p e n s i o n i n t h e s t a t e ' s F Y 2 0 0 9 / 1 0 b u d g e t .
1 4
As a result of an amended Memorandum of Understanding (MOU) with the Western
Riverside Council of Govemments (WRCOG), the Commission will receive 48.7% of TUMF
revenues (as updated by the most recent Nexus study). TUMF represents fees assessed on
new residential and commercial development in Western County. FY 2009/10 TUMF fees
are expected to remain flat at $5,000,000 based on a weakened housing market in the
Inland Empire, and these revenues also include TUMF zone reimbursements of $6,475,000
for the State Route (SR) 74/G Street to Interstate (I) 215 project.
Other revenue is projected to decrease 73.7% from the prior year's budget primarily
because of the conclusion of approximately $1,430,000 in annual debt service payments
from Coachella Valley Association of Governments (CVAG) related to bonds issued for
1989 Measure A Coachella Valley regional arterial projects. Investment income is
anticipated to decrease 57.2% in FY 2009/10 as a result of declining interest rates and
declining cash balances. Staff continues to actively manage its resources and make
appropriate investments to maximize the retum to the Commission without sacrificing
security and affecting short-term cash requirements.
Table 1— Revenues FY 2008-2010
FY 07l08 FY 08/09 tY 08/09 FY 09/10 . Dollar Percent
Actual . Revised Budget Projected Budget Change Change
Measure A Sales Tax $ 142,537,500 $ 126,000,000 $ 121,500,000 $ 121,500,000 -$ (4,500,000) -3.6%
LTFSales Tax 82,118,800 78,599,000 72,609,300 87,641,900 9,042,900 11.5%
Intergovernmental 34,856,600 87,166,500 45.965,300 59,893,600 (27,272,900) -31.3%
TUMF Revenue 14,556.000 7,730,000 9,999,000 11,475,000 3,745,000 48.4%
Other Revenue 2,073,000 1,927,200 528,200 506,100 (1,421,100) -73.7%
Investment Income 23.744.300 7 980 000 8 537,000 3.419.100 (4.560.900) -57.2%
TOTAL Revenues $ 2991566.21x1 $ 309 402 70Q $ 25P 13R R01) $ 284 43.5 70Q S (24 967.000) -8.1 gi
Chart 3 — Expenditures: Major Categories
Public and
Specialized Transit
14%
Local Streets and
Roads
SYo
Management Other Programs
Services 7%
1%
Debt Service
30%
Capital Highway,
Regional Arterial,
and Rail
43%
Total expenditures are budgeted at $669,545,200, an increase of 3.5% from the prior year
budget amount of $647,040,200. Program expenditures totaling $465,421,400 represent
69.5% of total budgeted expenditures in FY 2009/10. Program costs have decreased by
21.2% from $590,530,800 in FY 2008/09 primarily because of the completion of
construction for some highway and rail projects and of Western County land mitigation
acquisitions under the Multi -Species Habitat Conservation Plan (MSHCP) for the next ten
years. The MSHCP in Westem County is being implemented by the Western Riverside
Regional Conservation Authority (RCA).
•
15
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"
"
P l a n n i n g a n d P r o g r a m m i n g D e p a r t m e n t b u d g e t e d e x p e n d i t u r e s o f $ 3 , 6 2 8 , 2 0 0 r e f l e c t a
5 3 . 7 % d e c r e a s e f r o m t h e F Y 2 0 0 8 / 0 9 b u d g e t o f $ 7 , 8 3 6 , 7 0 0 a s a r e s u l t o f t h e c o m p l e t i o n o f
g e o t e c h n i c a l b o r i n g s i n t h e C l e v e l a n d N a t i o n a l F o r e s t r e l a t e d t o f e a s i b i l i t y a n a l y s i s o f a
f u t u r e I r v i n e - C o r o n a E x p r e s s w a y .
T h e $ 1 5 , 1 5 7 , 0 0 0 i n c r e a s e i n R a i l D e p a r t m e n t b u d g e t e d e x p e n d i t u r e s o f $ 2 4 , 2 7 9 , 1 0 0 i s
p r i m a r i l y d u e t o a $ 1 , 3 0 0 , 4 0 0 i n c r e a s e i n c o m m u t e r r a i l o p e r a t i n g s u b s i d i e s a n d a
$ 1 3 , 3 0 0 , 0 0 0 c a p i t a l s u b s i d y f o r r a i l c a r s .
S i g n i f i c a n t h i g h w a y p r o j e c t s i n c l u d e S R - 7 4 / G S t r e e t t o 1 - 2 1 5 i n t e r c h a n g e , S R - 9 1 c o r r i d o r
i m p r o v e m e n t s , S R - 9 1 h i g h o c c u p a n c y v e h i c l e ( H O V ) l a n e s / A d a m s S t r e e t t o S R - 6 0 / S R - 9 1 / 1 -
2 1 5 i n t e r c h a n g e , S R - 9 1 N a n B u r e n B o u l e v a r d a n d S R - 9 1 / L a S i e r r a A v e n u e i n t e r c h a n g e s , I -
1 5 c o r r i d o r i m p r o v e m e n t s , 1 - 2 1 5 c o r r i d o r p r o j e c t s , a n d M i d C o u n t y P a r k w a y . A p p r o v e d
W e s t e r n C o u n t y r e g i o n a l a r t e r i a l p r o j e c t s w i l l b e i n v a r i o u s p h a s e s o f e n g i n e e r i n g ,
c o n s t r u c t i o n , a n d r i g h t o f w a y . T h e P e r r i s V a l l e y L i n e a n d o t h e r r e l a t e d p r o j e c t s a n d t h e
R i v e r s i d e D o w n t o w n l a y o v e r f a c i l i t y r e p r e s e n t s i g n i f i c a n t r a i l c a p i t a l p r o j e c t s i n F Y 2 0 0 9 / 1 0 .
I n a d d i t i o n t o p r o v i d i n g f u n d i n g f o r t h e 1 0 - Y e a r W e s t e r n C o u n t y H i g h w a y D e l i v e r y P l a n
p r o j e c t s , t h e c o m m e r c i a l p a p e r p r o g r a m w i l l f u n d C o a c h e l l a V a l l e y p r o j e c t s i n c l u d i n g l a n d
a c q u i s i t i o n f o r t h e M S H C P a s w e l l a s h i g h w a y a n d r e g i o n a l a r t e r i a l p r o j e c t s . H i g h w a y a n d
r e g i o n a l a r t e r i a l p r o j e c t s i n t h e C o a c h e l l a V a l l e y w i l l b e f u n d e d b y a s i n g l e p r o g r a m u n d e r
t h e 2 0 0 9 M e a s u r e A , w h i c h e x p e n d i t u r e s f o r F Y 2 0 0 9 / 1 0 a r e c l a s s i f i e d a s r e g i o n a l a r t e r i a l s ,
c o m p a r e d t o t h e 1 9 8 9 M e a s u r e A t h a t h a d t w o s e p a r a t e f u n d i n g p r o g r a m s .
L o c a l s t r e e t s a n d r o a d s e x p e n d i t u r e s o f $ 3 5 , 9 0 8 , 9 0 0 d e c r e a s e d $ 1 0 , 6 5 3 , 4 0 0 f r o m t h e F Y
2 0 0 8 / 0 9 e x p e n d i t u r e s o f $ 4 6 , 5 6 2 , 3 0 0 p r i m a r i l y a s a r e s u l t o f a d e c r e a s e i n W e s t e r n C o u n t y
f u n d i n g u n d e r t h e 2 0 0 9 M e a s u r e A p r o g r a m a s w e l l a s a d e c r e a s e i n o v e r a l l M e a s u r e A
s a l e s t a x r e v e n u e s .
D e b t S e r v i c e o f $ 1 9 8 , 2 5 5 , 0 0 0 h a s i n c r e a s e d s i g n i f i c a n t l y a s a r e s u l t o f t h e r e f i n a n c i n g o f
t h e 2 0 0 8 b o n d s i n c o n n e c t i o n w i t h t h e c o m m e n c e m e n t o f $ 1 8 5 , 0 0 0 , 0 0 0 i n f o r w a r d s t a r t i n g
i n t e r e s t r a t e s w a p s a s w e l l a s a p o r t i o n o f t h e c o m m e r c i a l p a p e r p r o g r a m o u t s t a n d i n g
b a l a n c e .
M a n a g e m e n t S e r v i c e s e x p e n d i t u r e s o f $ 5 , 8 6 8 , 8 0 0 h a v e d e c r e a s e d 8 . 1 % c o m p a r e d t o t h e
F Y 2 0 0 8 / 0 9 b u d g e t d u e t o r e d u c t i o n s i n a d m i n i s t r a t i o n s u p p o r t a n d c a p i t a l o u t l a y c o s t s .
T a b l e 2 P r o g r a m E x p e n d i t u r e s F Y 2 0 0 8 - 2 0 1 0
F Y 0 7 / 0 8 F Y 0 8 / 0 9 I Y 0 8 / 0 9 F Y 0 9 1 7 0 D o l l a r P e r c e n t
A c h l a l R e v i s e d B u d g e t P r o j e c t e d B u d g e t C h a n g e C h a n g e
M a n a g e m e n t S e r v i c e s $ 9 , 6 4 6 , 0 0 0 $ 6 , 3 8 3 , 0 0 0 $ 9 , 9 9 2 , 9 0 0 $ 5 , 8 6 8 , 8 0 0 $ ( 5 1 4 . 2 0 0 ) 8 . 1 %
R e g i o n a l I s s u e s 8 9 3 , 3 0 0 5 , 9 7 9 , 7 0 0 1 , 8 4 3 , 8 0 0 7 , 5 3 0 , 7 0 0 1 , 5 5 1 , 0 0 0 2 5 . 9 %
P l a n n i n g a n d P r o g r a m m i n g 4 . 6 8 1 . 0 0 0 7 , 8 3 6 , 7 0 0 7 , 0 7 8 , 5 0 0 3 , 6 2 8 , 2 0 0 0 2 0 8 , 5 0 0 ) - 5 3 . 7 %
R a i l 9 , 0 5 0 , 5 0 0 9 , 1 2 2 , 1 0 0 9 , 2 7 8 , 8 0 0 2 4 , 2 7 9 , 1 0 0 1 5 , 1 5 7 . 0 0 0 1 8 6 , 2 %
R i g h t o f W a y M a n a g e m e n t 5 5 1 , 9 0 0 1 2 1 2 , 0 0 0 8 1 6 , 8 0 0 1 , 3 6 4 , 6 0 0 1 5 2 , 6 0 0 1 2 . 6 %
P u b l i c a n d S p e c i a l i z e d T r a n s i t B 8 . 4 8 4 2 0 0 1 1 0 , 4 9 2 , 3 0 0 8 4 , 1 6 4 , 1 0 0 9 0 , 9 2 7 , 2 0 0 1 1 9 , 5 6 5 . 1 0 0 ) - 1 7 . 7 %
C o m m u t e r A s s i s t a n c e 3 , 4 5 3 , 9 0 0 6 , 4 8 7 , 5 0 0 6 2 7 1 2 0 0 6 , 2 3 7 , 3 0 0
M o t o r i s t A s s i s t a n c e 3 , 9 8 3 , 3 0 0 3 , 3 5 3 , 1 0 0 2 , 5 3 2 , 7 0 0 3 , 3 8 6 , 0 0 0 3 2 , 9 0 0 1 . 0 %
C a p i t a l H i g h w a y , R e g i o n a l A r t e r i a l , a n d R a g 1 4 9 2 9 5 , 9 0 0 3 9 0 , 7 0 3 , 8 0 0 2 7 7 , 6 4 5 , 1 0 0 2 7 6 5 7 6 . 0 0 0 ( 1 1 4 , 1 2 7 , 8 0 0 ) - 2 9 2 %
L o c a l S t r e e t s a n d R o a d s 5 4 , 5 1 6 , 4 0 0 4 6 , 5 6 2 , 3 0 0 4 4 , 7 9 9 , 3 0 0 3 5 , 9 0 8 , 9 0 0 ( 1 0 , 6 5 3 , 4 0 0 ) - 2 2 . 9 %
R e g i o n a l A r t e r i a l s - C o a c h e l b V a l l e y 9 , 9 0 6 , 1 0 0 8 , 7 8 1 . 3 0 0 8 , 7 8 1 , 3 0 0 1 5 , 5 8 3 , 4 0 0 6 , 8 0 2 , 1 0 0 7 7 . 5 %
D e b t S e r v i c e 1 4 9 7 8 9 . 2 0 0 5 0 1 2 6 . 4 0 0 4 5 . 8 8 3 , 4 0 Q 1 9 , 9 . . M 2 0 1 4 8 1 2 8 . 6 0 0 2 9 5 . 5 %
T O T A L $ 4 7 9 2 5 1 7 Q ( ) $ 6 4 7 0 4 0 Z Q Q $ 4 9 4 g 9 n 0 $ 6 6 9 . $ 2 2 5 0 5 O M 3 . 5 %
N o t e : M a n a g e m e n t S e r v i c e s i n c l u d e E x e c u t i v e M a n a g e m e n t , A d m i n i s t r a t i o n , L e g i s l a t i v e A f f a i r s a n d C o m m u n i c a t i o n s , a n d F i n a n c e .
1 6
Commission Personnel
The Commission's salary and fringe benefits total $6,053,300 for FY 2009/10. This
represents a decrease of 10.2% or $689,700 over the FY 2008/09 budget of $6,743,000. As
a cost savings measure, there will be no merit -based salary increases in FY 2009/10 and
reductions in certain fringe benefits. The Full Time Equivalent (FTE) of 41.0 FTE positions is
below the FY 2008/09 level as a result of two retirements related to the implementation of
an early retirement incentive and maintaining a position as vacant.
Table 3 -staff Summary by Department FY 2008-2010
FY 07/08 FY 08/09 FY 09/10
FTE FTE FTE
Executive Management 2.0 0.7 0.4
Administration 4.6 4.7 4.2
Legislative Affairs and Communications 2.5 2.6 1.9
Finance 6.9 6.6 6.5
Regional Issues 2.3 2.0 1.6
Planning and Programming 4.0 3.8 3.8
Rail 3.0 2.9 3.2
Right of Way Management 1.4 1.4 1.0
Public and Specialized Transit 2.6 2.6 2.7
Commuter Assistance 1.5 1.8 1.8
Motorist Assistance 0.7 1.8 1.2
Capital Project Development and, Delivery 10.5 14.1 12.9
TOTAL 42.0 45.0 41.0
Department Initiatives
The preparation of each department's budget was based on key assumptions,
accomplishments in FY 2008/09, major initiatives for FY 2009/10, and department goals
and related objectives. Following are the key initiatives and summary of expenditures for
each department.
Executive Management
• Continue project development and delivery as the key Measure A priority.
• Explore creative financing opportunities due to the impact of the State's general fund
and budgetary issues on transportation funding.
• Maintain regional cooperation and collaboration as a significant effort consistent with the
philosophy and mission of the Commission.
• Enhance external communications with media, business and civic groups, and the
community.
• Maintain and improve administrative efficiency and fiscally sound practices.
• Continue to be competitive in the employment market and provide staff training and
development opportunities to enhance skills, productivity, and value.
•
•
•
17
"
"
"
T a b l e 4 - E x e c u t i v e M a n a g e m e n t
P r o g r a m F Y 0 7 / 0 8
C o s t s A c t u a l
P e r s o n n e l
P r o f e s s i o n a l
S u p p o r t
T O T A L
A d m i n i s t r a t i o n
F Y 0 8 / 0 9 F Y 0 8 / 0 9
R e v i s e d B u d g e t P r o j e c t e d
$ 2 2 3 , 4 0 0 $
4 2 , 2 0 0
4 7 , 6 0 0
$ 3 1 3 , 2 0 0 $
1 3 1 , 8 0 0 $ 9 1 , 6 0 0
7 5 , 0 0 0 5 4 , 7 0 0
5 8 , 7 0 0 4 5 , 7 0 0
2 6 5 , 5 0 0 $ 1 9 2 , 0 0 0
F Y 0 9 / 1 0
B u d g e t
$ 9 3 , 7 0 0 $
7 0 , 0 0 0
5 1 , 6 0 0
$ 2 1 5 , 3 0 0 $
D o l l a r
C h a n g e
( 3 8 , 1 0 0 )
( 5 , 0 0 0 )
( 7 , 1 0 0 )
( 5 0 , 2 0 0 )
P e r c e n t
C h a n g e
- 2 8 . 9 %
- 6 . 7 %
- 1 2 . 1 %
, M %
" P r o v i d e h i g h q u a l i t y s u p p o r t s e r v i c e s t o t h e C o m m i s s i o n a n d t o i n t e r n a l a n d e x t e r n a l
c u s t o m e r s .
" C o n t i n u e t o s t r e n g t h e n t h e e l e c t r o n i c . r e c o r d s m a n a g e m e n t s y s t e m .
" C o n t i n u e t o p r o v i d e t i m e l y c o m m u n i c a t i o n s t o C o m m i s s i o n e r s w i t h c o n t i n u e d e m p h a s i s
o n t h e u t i l i z a t i o n o f e l e c t r o n i c m a i l .
" C o n t i n u e t o u p d a t e t e c h n o l o g y t o s t r e a m l i n e p r o c e s s e s a n d p r o v i d e e a s i e r a c c e s s t o
C o m m i s s i o n r e c o r d s .
" S u p p o r t a n d d e v e l o p a m o t i v a t e d w o r k f o r c e w i t h a f r a m e w o r k o f a c t i v i t i e s a n d p r a c t i c e s
t h a t c o m p l y w i t h e m p l o y m e n t l a w s a n d r e g u l a t i o n s .
T a b l e 5 - A d m i n i s t r a t i o n
P r o g r a m F Y 0 7 / 0 8
C o s t s
P e r s o n n e l
P r o f e s s i o n a l
S u p p o r t
C a p i t a l O u t l a y
T O T A L
A c t u a l
F Y 0 8 / 0 9
R e v i s e d B u d g e t
$ 3 5 6 , 9 0 0 $
9 0 , 6 0 0
1 , 1 0 7 , 7 0 0
1 1 7 , 4 0 0
$ 1 . 6 7 2 . 6 0 0 $
F Y 0 8 / 0 9
P r o j e c t e d
4 4 4 , 0 0 0 $ 4 4 7 , 4 0 0
8 6 , 0 0 0 8 8 , 7 0 0
1 , 4 7 1 , 4 0 0 9 7 6 , 3 0 0
3 5 0 , 0 0 0 8 9 , 0 0 0
2 . 3 5 1 . 4 0 0 $ , 6 0 1 . 4 0 0
L e g i s l a t i v e A f f a i r s a n d C o m m u n i c a t i o n s
F Y 0 9 / 1 0 D o l l a r
B u d g e t C h a n g e
$ 3 5 7 , 7 0 0 $
9 8 , 0 0 0
1 , 1 4 1 , 9 0 0
2 0 , 0 0 0
( 8 6 , 3 0 0 )
1 2 , 0 0 0
( 3 2 9 , 5 0 0 )
( 3 3 0 , 0 0 0 )
$ 1 . 6 1 7 . 6 0 0 $ ( 7 3 3 . 8 9 9 1
P e r c e n t
C h a n g e
- 1 9 . 4 %
1 4 . 0 %
- 2 2 . 4 %
- 9 4 . 3 %
- 3 1 . 2 %
" C o n t i n u e e f f o r t s t o s e e k g r e a t e r s t a t e a n d f e d e r a l i n v e s t m e n t i n t r a n s p o r t a t i o n
i n f r a s t r u c t u r e .
" A d v o c a t e p o s i t i o n s i n t h e S t a t e L e g i s l a t u r e a n d i n C o n g r e s s t h a t a d v a n c e t h e C o u n t y ' s
t r a n s p o r t a t i o n i n t e r e s t s , e s p e c i a l l y t h o s e r e l a t e d t o t h e i m p l e m e n t a t i o n o f E x p r e s s L a n e s
o n S R - 9 1 a n d 1 - 1 5 a n d o f t h e P e r r i s V a l l e y L i n e .
" C o n t i n u e t o d e v e l o p a b r o a d p u b l i c i n f o r m a t i o n p r o g r a m r e g a r d i n g t h e C o m m i s s i o n ' s
r e s p o n s i b i l i t i e s a n d a c c o m p l i s h m e n t s t h r o u g h a v a r i e t y o f m e d i a f o r m a t s .
" C o n t i n u e t o p l a c e a n e m p h a s i s o n p r o v i d i n g c o m m u n i c a t i o n s s u p p o r t r e l a t e d t o m a j o r
p r o j e c t d e v e l o p m e n t e f f o r t s .
" P r o v i d e n e w C o m m i s s i o n e r o r i e n t a t i o n m e e t i n g s a n d o t h e r c o n t i n u i n g e d u c a t i o n
o p p o r t u n i t i e s f o r C o m m i s s i o n e r s .
T a b l e 6 - L e g i s l a t i v e A f f a i r s a n d C o m m u n i c a t i o n s
P r o g r a m F Y 0 7 / 0 8
C o s t s A c t u a l
P e r s o n n e l
P r o f e s s i o n a l
S u p p o r t
T O T A L
$ 3 8 6 , 1 0 0
2 6 6 , 1 0 0
1 7 0 , 5 0 0
$ 8 2 2 , 7 0 0
F Y 0 8 / 0 9
R e v i s e d B u d g e t
$ 1 . 0 8 5 0 0 0 $ 9 6 9 . 5 0 0 $ . 1 1 4 7 1 0 0 $ 6 2 . 1 0 0 5 2 4
1 8
F Y 0 8 / 0 9 F Y 0 9 / 1 0 D o l l a r P e r c e n t
P r o j e c t e d B u d g e t C h a n g e C h a n g e
3 9 0 , 0 0 0 $ 3 8 6 , 4 0 0 $ 3 1 4 , 7 0 0 $ ( 7 5 , 3 0 0 ) - 1 9 . 3 %
5 0 6 , 3 0 0 4 5 7 , 0 0 0 6 6 6 , 0 0 0 1 5 9 , 7 0 0 3 1 . 5 %
1 8 8 , 7 0 0 1 2 6 , 1 0 0 1 6 6 , 4 0 0 ( 2 2 , 3 0 0 ) - 1 1 . 8 %
Finance
• Continue appropriate uses of long- and short-term financing to advance 2009 Measure A
projects of the Commission and CVAG.
• Apply the sales tax revenue forecast update to develop a financing plan to support the
10-Year Western County Highway Delivery Plan, including consideration for a
recommended increase in the $500 million 2009 Measure A bonding cap.
• Develop and approve internal audit projects related to the organizational accountability
program.
• Continue to keep abreast of Governmental Accounting Standards Board (GASB)
technical activities affecting the Commission's accounting and financial reporting
activities.
• Implement an enterprise resource planning (ERP) system to benefit all staff in the
management of accounting and project information and automate a', paperless workflow
system.
• Implement a centralized procurements process in order to strengthen controls and
ensure consistency in the application of procurement policies and procedures and
adherence to applicable laws and regulations.
• Maintain order, safety, and security at the Commission -owned operating properties,
including the commuter rail stations.
Table 7 — Finance
Program
Costs
Personnel
Professional
Support
Capital Outlay
`Debt Service 154.200
TOTAL $ 1.991.700
Regional Issues
FY 07/08
Actual
$ 793,800
983,400
60,300
FY 08/09 FY 08/09
Revised Budget Projected
$ 699,000 $ 597,700
1,370,000 1,324,700
62,100 49,600
550,000 258,000
3 453,000 3,453,000
$_ 6,1$4.1DQ $ 5.683.000
FY 09/10
Budget
$ 694,600
1,779,600
59,100
355,500
6,500,000
$ 9.388.800
Dollar Percent
Change Change
$ (4,400)
409,600
(3,000)
(194,500)
3,047,000
$ 3.254.70Q
-0.6%
29.9%
-4.8%
-35.4%
88.2%
ark
• Focus on interregional concerns and maintain effective working relationships involving
various bi-county transportation issues, including goods movement and the development
of a regional infrastructure cargo fee.
• Secure funding through the federal transportation bill for goods movement -related
needs.
• Monitor the Port of Los Angeles and Port of Long Beach's (Ports) projects for impacts on
Riverside County.
Table 8 — Regional Issues
Program FY 07/08
Costs Actual
Personnel
Professional
Support
Projects/Operations
TOTAL
FY 08/09 FY 08/09 FY 09/10
Revised Budget Projected Budget
$420,000 $ 358,100 $ 296,000 $ 309,000
452,200 599,100 255,900 455,000
21,100 22,500 11,900 16,700
5,000,000 1.280,000 6,750,000
$8__ 93 30Q $ 5.979,700 $ 1.843.800 L7,530 700
Dollar Percent
Change Change
$ (49,100)
(144,100)
(5,800)
1,750,000
$ 1.551.000
- 13.7%
- 24.1 %
-25.8%
35%
25.9%
•
•
•
19
Planning and Programming
• Monitor funding authority and responsibility related to the State Transportation
Improvement Program (STIP) and impacts on the STIP caused by the state budget
issues.
• Ensure STIP and Proposition 1 B funded projects are administered and implemented
consistent with California Transportation Commission (CTC) and California Department
of Transportation (Caltrans) policies.
• Continue to strategically program projects and obligate funds in an expeditious manner
for the maximum use of all available funding, including monitoring the use of such
funding to prevent funds from lapsing.
• Coordinate planning efforts with regional and local agencies relating to the development
of regional transportation plans (RTP) and green house gas reduction implementation
guidelines.
• Monitor and track the TUMF regional arterial projects.
• Continue development of alternative financing strategies.
• Work cooperatively with member agencies to continue the work efforts on the new
Community Environmental Transportation Acceptability Process (CETAP) corridors.
• Continue the Congestion Management Program (CMP) update and traffic monitoring
along urban and rural highway systems.
• Administer the SB 821 Bicycle and Pedestrian Facilities Program.
Table 9 - Planning and Programming
Program FY 07/08 FY 08/09
Costs Actual Revised Budget
Personnel
Professional
Support
Projects and Operations
TOTAL
Rail
FY 08/09 FY 09/10
Projected Budget
$ 760,800 $ 567,800 $ 494,800 $ 545,300
336,000 270,300 159,300 249,300
18,700 31,100 12,200 21,700
3,565,500 6,967,500 6,412,200 2,811,900
$ 4.681.000 $ 7.836.70Q $ 7.078.50Q $ 3.62$20Q
Dollar
Change
$ (22,500)
(21,000)
(9,400)
(4,155,600)
$ (4.200 500)
Percent
Change
-4.0%
-7-8%
-30.2°%
-59.6°%
- rs,
• Continue capital improvements at the commuter rail stations, including multimodal
facilities, security and rehabilitation projects, and,a layover facility, in Riverside County.
• Continue project development and right of way acquisition activities related to the Perris
Valley Line project.
• Work with the Orange County Transportation Authority (OCTA) and the San Bernardino
Associated Governments (SANBAG) to advance additional Inland Empire -Orange
County (IEOC) and 91 Line train service by 2011.
Table 10 - Rail
Program
Costs
Personnel
Professional
Support
Projects and Operations
Special Studies
TOTAL
FY 07/08 FY 08/09
Actual Revised Budget
$ 356,800 $ 427,900
167,200 410,500
83,500 145,100
8,410,300 7,938,600
32,700 200,000
$ 9.050.500 $ 9 122 100
FY 08/09
Projected
FY 09/10 Dollar Percent
Budget Change Change
$ 378,800 $ 439,400 $ 11,500 2.7%
326,900 409,300 (1,200) -0.3%
122,500 158,200 13,100 9.0%
8,420,600 23,072,200 15,133,600 190.6%
30,000 200,000 0.0%
$ 9 278.800 $ 24 279 10Q $ 15157.000 166 2%
20
Right of Way Management
• Maintain a right of way acquisition and management program in support of capital
projects.
• Manage right of way acquisition schedules and budget control measures.
• Maintain and manage the access, use and security of Commission -owned properties,
properties in acquisition process, and income generating properties.
Table 11 - Right of Way Management
Program FY 07/08 FY 08/09
Costs
Personnel
Professional
Support
Projects and Operations
Transfer Out
TOTAL
FY 08/09
Actual Revised Budget Projected
$ 140,800 $ 155,000 $ 175,400
208,800 692,000 317,800
134,400 285,000 315,200
67,900 80,000 8,400
$ 551.90Q $ 1.212.000 $ 816 800
Public and Specialized Transit
FY 09/10
Budget
$ 111,800
700,000
532,800
20,000
14,300
S 1.378.900
Dollar Percent
Change Change
$ (43,200) -27.9%
8,000 1.2%
247,800 86.9%
(60,000) -75.0%
14,300 N/A
$ 166.900 j,fs
• Support innovative programs that provide transit assistance in hard to serve rural areas
or for riders having very special transit needs and monitor funding of these programs.
• Provide availability for local matching funds to Western County applicants seeking FTA
Section 5310 federal capital grants.
• Conduct long-range planning activities to ensure that anticipated revenues are in line
with projected levels of service by transit operators.
• Monitor public and specialized transit operators' performance through the TransTrack
program.
Table 12 - Public and Specialized Transit
Program FY 07/08 FY 08/09
Costs
Personnel
Professional
Support
Projects and Operations
TOTAL
FY 08/09 FY 09/10
Actual Revised Budget Projected Budget
$ 265,700 $
116,900
12,600
88,089,000
48 Li $
365,200
284,900
22,800
109,819,400
110,492.300
$ 257,800 $
172,500
11,600
83,722,200
$ 84.164.100 $ 90.927 200
374,500
342,800
29,100
90.180,800
Dollar Percent
Change Change
$ 9,300
57,900
6,300
(19,638,600)
$ f19.56511001
2.5%
20.3%
27.6%
-17.9%
-17.7%
Commuter Assistance
• Continue to maintain and operate a five -county ridematching database system with
partner agencies.
• Maintain and grow employer partnerships through value-added services and tools for
ridesharing programs.
• Improve the suite of services and outreach to rideshare participants and employer
partners, including personalized information and electronic access and distribution.
• Implement an Inland Empire 511 system in partnership with SANBAG for the
dissemination of traffic and traveler information services.
• Optimize park and ride facilities to support car/vanpool arrangements and facilitate
transit connections.
•
21
Table 13 — Commuter Assistance
Program FY 07/08
Costs Actual
FY 08/09 FY 08/09
Revised Budget Projected
FY 09/10 Dollar Percent
Budget Change Change
Personnel $ 195,900 $ 255,500 $ 162,800 $ 215,300 $ (40,200) -15.7%
Professional 298,200 467,500 473,400 1,483,500 1,016,000 217.3%
Support 432,400 512,300 543,100 524.300 12,000 2.3%
Projects and Operations 2,451,300 5,212,200 5,089,300 3,997,200 (1,215,000) -23.3%
Capital Outlay 76,100 40,000 2,600 17,000 (23,000) -57.5%
Transfers Out - 1,027,800 1,192,900 828,900 (198,900) -19.4%
TOTAL $ 3.453.900 $ 7.51.5 300 $ 7.464.10Q $ 7.066.200 $ (449.100) -6.0°,11
Motorist Assistance
• Complete the implementation of the Automatic Vehicle Locator (AVL) system for tow
trucks.
• Continue to meet with the County's Information Technology (IT) Department regarding
the radio narrowband conversion.
• Operate the Inland Empire 511 system in partnership with SANBAG.
Table 14 — Motorist Assistance
Program FY 07/08
Costs Actual
Personnel
Professional
Support
Projects and Operations
Transfers Out
TOTAL
FY 08/09
Revised Budget
$ 89,200 $
20,600
39,900
3,833,600
490.000
250,300 $
34,500
43,000
3,025,300
$ 4 473.300 $ 3.3.53 J 00
FY 08/09
Projected
FY 09/10 Dollar Percent
Budget Change Change
103,100 $ 141,000
38,500 404,400
26,200 41,600
2,364,900 2,799,000
454.700
2.532 7OQ $ 3 840.700
$ (109,300) -43.7%
369,900 1072.2%
(1,400) -3.3%
(226,300) -7.5%
454.700 ELLA
$ 487.600 14.5%
Capital Project Development and Delivery
• Continue project development, right of way, and construction activities on remaining
1989 Measure A projects including SR-91 HOV lanes/Adams Street to SR-60/SR-91/1-
215 interchange, SR-74 curve widening, I-215/SR-60 East Junction HOV lane
connectors, SR-91 interchange improvements at La Sierra Avenue and Van Buren
Avenue, and SR-111 operational improvements.
• Continue project development and right of way activities on the 1-215 bicounty highway
and Perris Valley Line rail projects, which were included in both the 1989 Measure A and
2009 Measure A programs.
• Continue project development and right of way work on the 10-Year Western County
Highway Delivery Plan projects, including the SR-91/SR-71 connectors, SR-91 corridor
improvements, 1-15 corridor improvements, 1-215 corridor mobility improvement projects,
SR-79 realignment, and Mid County Parkway.
• Complete construction of the Perris Multimodal Transportation Facility Phase 1 and the
North Main Corona station rail parking structure.
• Commence rail project activities for the Riverside Downtown station layover facility, La
Sierra station parking expansion, and rehabilitation projects.
• Continue final design, acquire right of way, and commence construction related to
interchange improvements at SR-74/G Street to 1-215.
• Provide Western County TUMF funding and support to local jurisdictions for regional
arterial project engineering, right of way acquisition, and construction.
22
" P r o v i d e a d v a n c e f u n d i n g a n d s u p p o r t o f 2 0 0 9 M e a s u r e A h i g h w a y a n d r e g i o n a l a r t e r i a l
p r o j e c t s a n d f o r t h e a c q u i s i t i o n f o r l a n d a s m i t i g a t i o n i n t h e C o a c h e l l a V a l l e y .
T a b l e 1 5 C a p i t a l P r o j e c t D e v e l o p m e n t a n d D e l i v e r y
P r o g r a m F Y 0 7 1 0 8 F Y 0 8 / 0 9 F Y 0 8 / 0 9 F Y 0 9 / 1 0 D o l l a r P e r c e n t
C o s t s A c t u a l R e v i s e d B u d g e t P r o j e c t e d B u d g e t C h a n g e C h a n g e
P e r s o n n e l $ 1 , 4 7 0 , 6 0 0 $ 2 , 6 9 8 , 4 0 0 $ 1 , 7 3 3 , 3 0 0 $ 2 , 4 5 6 . 3 0 0 $ ( 2 4 2 , 1 0 0 ) - 9 . 0 %
P r o f e s s i o n a l 1 , 3 3 5 , 9 0 0 2 , 6 2 7 , 3 0 0 2 , 0 2 4 , 9 0 0 1 0 , 2 4 8 , 5 0 0 7 , 6 2 1 , 2 0 0 2 9 0 . 1 %
S u p p o r t 8 6 , 9 0 0 2 , 0 4 4 , 8 0 0 4 2 3 , 5 0 0 1 , 0 5 2 , 2 0 0 ( 9 9 2 , 6 0 0 ) - 4 8 . 5 %
P r o j e c t s a n d O p e r a t i o n s 2 1 0 , 6 8 3 , 5 0 0 4 3 7 , 8 0 9 , 0 0 0 3 2 6 , 5 7 1 , 3 0 0 3 1 3 , 5 9 3 , 3 0 0 ( 1 2 4 , 2 1 5 , 7 0 0 ) - 2 8 . 4 %
C a p i t a l O u t l a y 1 4 1 , 5 0 0 8 6 7 , 9 0 0 4 7 2 , 7 0 0 7 1 8 , 0 0 0 ( 1 4 9 , 9 0 0 ) - 1 7 . 3 %
D e b t S e r v i c e 1 4 9 , 6 3 5 , 0 0 0 4 6 , 6 7 3 , 4 0 0 4 2 , 4 3 0 , 4 0 0 1 9 1 , 7 5 5 , 0 0 0 1 4 5 , 0 8 1 , 6 0 0 3 1 0 . 8 %
T r a n s f e r s O u t 1 6 3 . 5 7 3 , 1 0 0 6 8 0 9 7 , 3 0 0 8 4 , 3 3 6 , 9 0 0 2 4 2 . 1 8 4 , 7 0 0 1 7 4 , 0 8 7 , 4 0 0 2 5 5 . 6 %
T O T A L $ 5 2 6 . 9 2 6 . 5 0 Q $ 5 6 0 8 1 8 . 1 0 Q 5 4 5 7 9 9 3 0 0 Q 5 7 6 2 . 0 0 8 . 0 0 0 $ 2 0 1 . 1 8 9 . 9 0 0 3 5 . 9 %
T a b l e 1 6 P r o j e c t e d F u n d B a l a n c e s b y P r o g r a m a n d G e o g r a p h i c A r e a a t J u n e 3 0 , 2 0 1 0
M e a s u r e A
W e s t e r n C o u n t y C o a c h e l l a V a l l e y P a l o V e r d e O t h e r T o t a l
R e s e r v e d :
C E T A P $ - $ - $ - $ 4 5 , 3 7 3 , 2 0 0 $ 4 5 , 3 7 3 2 0 0
C o m m u t e r A s s i s t a n c e 1 0 , 0 7 6 , 9 0 0 - 1 0 , 0 7 6 , 9 0 0
D e b t S e r v i c e - 2 4 , 0 7 1 , 1 0 0 2 4 , 0 7 1 , 1 0 0
H i g h w a y 7 3 , 5 6 4 , 4 0 0 1 , 4 0 0 1 , 9 6 8 , 3 0 0 7 5 , 5 3 4 , 1 0 0
L o a n s R e c e i v a b l e 1 , 7 3 3 , 6 0 0 1 , 7 3 3 , 6 0 0
L o c a l S t r e e t s a n d R o a d s 1 6 0 , 2 0 0 8 5 , 7 0 0 6 7 , 5 0 0 3 1 3 , 4 0 0
P l a n n i n g a n d P r o g r a m m i n g 3 0 2 , 2 0 0 3 0 2 2 0 0
R a i l 2 1 , 1 0 7 , 4 0 0 2 , 3 6 6 , 2 0 0 2 3 , 4 7 3 , 6 0 0
R e g i o n a l A r t e r i a l s 7 , 9 7 5 , 4 0 0 1 0 0 3 7 , 4 0 0 8 , 0 1 2 , 9 0 0
R i g h t o f W a y M a n a g e m e n t - 1 , 6 4 9 , 5 0 0 1 , 6 4 9 , 5 0 0
P u b l i c a n d S p e c i a l i z e d T r a n s i t 8 , 2 2 5 , 9 0 0 7 2 , 6 6 0 , 2 0 0 8 0 , 8 1 3 6 , 1 0 0
U n r e s e r v e d , d e s i g n a t e d :
M o t o r i s t A s s i s t a n c e - - 6 , 8 9 0 , 9 0 0 6 , 8 9 0 , 9 0 0
U n r e s e r v e d , u n d e s i g n a t e d 2 6 6 8 0 0 0 2 6 8 8 . 0 0 0
T O T A L F u n d B a l a n c e $ 1 2 2 1 1 4 3 8 0 Q $ 6 7 . 2 0 0 $ 6 7 . 5 0 9 $ 1 $ 7 . 9 8 7 . 0 0 0 $ . 2 8 0 0 . 1 5 0 0
"
2 3
"
C H A R T 4 - P R O J E C T E D F U N D B A L A N C E S B Y G O V E R N M E N T A L F U N D T Y P E A N D P R O G R A M A T J U N E 3 0 , 2 0 1 0
M a n a g e m e n t S e r v i c e s $ 2 , 6 6 8 , 0 0 0
P l a n n i n g a n d P r o g r a m m i n g $ 3 0 2 , 2 0 0
R a d $ 2 , 3 6 6 , 2 0 0
R i g h t o f W a y M a n a g e m e n t $ 1 , 6 4 9 , 5 0 0
"
"
W e s t e r n C o u n t y $ 1 6 8 , 2 5 4 , 4 0 0
C o m m u t e r A s s i s t a n c e $ 1 0 , 0 7 6 , 9 0 0
H i g h w a y $ 7 3 , 5 6 4 , 4 0 0
L o a n s R e c e i v a b l e $ 1 , 7 3 3 , 6 0 0
L o c a l S t r e e t s a n d R o a d s $ 1 6 0 , 2 0 0
��T U M F $ 4 5 , 4 1 0 , 6 0 0
P u b l i c a n d S p e c i a l i z e d T r a n s i t $ 8 , 2 2 5 , 9 0 0
R a i l $ 2 1 , 1 0 7 , 4 0 0
R e g i o n a l A r t e r i a l $ 7 , 9 7 5 , 4 0 0
C o a c h e l l a V a l l e y $ 6 7 , 2 0 0
H i g h w a y $ 1 , 4 0 0
L o c a l S t r e e t s a n d R o a d s $ 8 5 , 7 0 0
R e g i o n a l A r t e r i a l s $ 1 0 0
S p e c i a d z e d T r a n s i t $ 0
P a l o V e r d e V a l l e y L o c a l S t r e e t s a n d R o a d s $ 6 7 5 0 0
M o t o r i s t A s s i s t a n c e $ 6 , 8 9 0 , 9 0 0
S t a t e T r a n s i t A s s i s t a n c e $ 1 6 , 1 8 9 , 6 0 0
L o c a l T r a n s p o r t a t i o n F u n d $ 5 6 , 4 7 0 , 6 0 0
2 4
"
"
"
T A B L E 1 7 - B U D G E T C O M P A R A T I V E B Y S U M M A 9 1 2 E D U N E I T E M
F Y 2 0 0 0 - 2 0 1 0 "
F Y 0 7 / 0 0 F Y 0 8 / 0 9 F Y 0 8 / 0 9 F Y 0 9 / 1 0 D o l l a r P e r c e m
R E V E N U E S A U Y i I R e v i s e d B u d g e t P r o j e c t e d - B u d g e t C h a n g e C h a n g e .
M e a s u r e A S a k s T e l S . 1 4 2 , 5 3 7 0 0 0 S 1 2 0 . 0 0 0 , 0 0 0 $ 1 2 1 0 0 0 , 0 0 0 $ 1 2 1 0 0 8 0 0 0 $ ( 4 , 5 0 8 0 0 0 ) 3 9 %
L T F S a k s T a r 8 2 3 1 8 . 8 0 0 7 8 , 5 0 9 , 0 0 0 7 2 , 6 0 0 3 0 0 8 0 6 4 1 . 9 0 0 9 . 0 4 2 , 9 0 0 9 1 . 6 9 4
S T A T r a n s i t A l l o c a l o n " 1 0 , 9 2 3 , 4 0 0 9 3 0 0 . 0 0 0 4 9 8 9 . 4 0 0 - ( 9 , 3 0 0 , 0 0 0 ) - 1 0 9 . 0 %
V e h i c l e R e g i a V a e a l F e e s 1 , 6 8 4 , 1 0 0 1 . 4 9 5 . 0 0 0 1 , 3 3 6 , 2 0 0 8 4 5 0 0 0 0 1 4 5 . 0 0 0 ) 3 . 0 %
R e i m b u r s e m e n t 2 2 2 4 9 . 1 0 0 7 6 , 9 7 1 , 5 0 0 3 9 , 7 3 9 , 7 0 0 5 0 4 4 3 0 0 0 ( 1 7 . 9 2 7 . 9 0 0 ) - D : 5 7 9
O t h e r R e v e n u e 2 , 0 7 3 , 0 0 0 1 9 2 7 2 0 0 5 2 8 2 0 0 5 0 6 , 1 0 0 ( 1 , 4 2 1 , 1 0 0 ) - 7 3 : 7 %
T U M F R e v e n u e 1 4 0 0 8 . 0 0 0 7 . 7 3 0 9 0 0 9 9 9 6 , 0 0 0 1 1 . 4 7 5 . 0 0 0 3 , 7 4 5 , 0 0 0 4 8 . 4 %
I n v e s t m e n t M o r e 2 3 7 4 4 3 0 Q 7 . 9 8 0 . 0 0 0 8 . 5 3 7 0 0 0 3 . 4 1 9 . 1 0 0 ( 4 . 5 6 0 . 9 0 0 ) A I M S
T O T A L R e v e n u e s 2 9 9 , 8 8 6 , 2 0 0 3 0 9 9 0 2 . 7 0 0 2 5 9 . 1 3 8 . 8 0 0 2 8 4 , 4 3 5 , 7 0 0 0 2 4 , 9 6 7 9 0 0 ) 4 1 . 1 %
E X P E N D I T U R E S
P a s a n t S a t a r y a n d B o n e % 5 . 4 6 0 , 0 0 0 6 , 7 4 3 , 0 0 0 5 . 1 2 0 1 0 0 6 . 0 5 3 . 3 0 0 ( 6 8 9 , 7 0 0 ) - 1 0 . 2 %
P r o f e s s i o n a l a n d S u p p o r t
L e g a l S e r v i c e s 1 . 2 2 7 . 6 0 0 1 , 9 9 8 , 5 0 0 1 . 9 4 7 , 1 0 0 4 . 3 4 8 5 0 0 2 . 3 4 7 . 0 0 0 1 1 7 . 4 %
F i n a n c i a l A d . k o r y 2 8 9 3 0 0 1 2 0 . 0 0 0 7 6 . 0 0 0 6 5 , 0 0 0 ( 5 5 , 0 0 0 ) - 4 5 . 8 %
A u d i t S e r v i c e s 4 4 5 . 7 0 0 5 4 8 . 0 0 0 4 9 1 . 0 0 0 - 6 0 0 , 0 9 0 5 2 , 0 0 0 9 . 5 %
P r o f e s s i o n a l S e r v i c e s - O t h e r 2 3 5 5 . 1 0 0 4 . 7 5 6 . 9 0 0 3 . 1 8 0 . 2 0 0 1 1 . 0 9 0 9 0 0 7 , 1 3 9 , 0 0 0 1 5 1 1 . 1 1 s
T O T A L P r o f e s s i o n a l C o s t s 4 . 3 1 8 , 1 0 0 0 4 2 3 , 4 0 0 5 . 6 9 4 . 3 0 0 1 6 . 9 0 6 . 4 0 0 0 4 8 3 9 0 0 1 2 7 . 7 %
S u p p o r t C o s t s . 9 1 6 e 0 0 4 . 8 8 7 5 0 0 2 . 8 6 3 . 9 9 4 3 . 7 9 5 . 6 0 0 0 1 0 9 1 9 0 0 1 1 2 2 . 3 %
T O T A L P r o f e s s i o n a l a n d 8 u p p a t C o a t e 1 8 5 3 3 . 7 0 0 1 2 3 1 0 : 9 0 0 8 . 3 5 8 2 0 0 2 0 , 7 0 2 . 0 0 0 8 , 3 9 1 , 1 0 1 ) 6 8 . 2 %
P r o j e c t s e n d O p e r a t i c s :
P r o j e c t s - G e n e r a l 3 8 7 2 . 4 0 0 7 9 2 0 , 3 0 0 4 , 2 3 2 , 5 0 0 1 4 . 5 2 1 3 0 0 7 , 4 9 4 . 8 0 0 9 0 8 . 7 %
R a i 1 8 9 9 . 9 0 0 1 . 9 8 0 , 0 0 0 0 0 8 6 9 0 0 2 . 4 9 2 2 0 0 5 3 3 2 0 0 2 7 . 2 %
M o t o r i s t A s s i s t a n c e 3 8 3 3 , 6 0 0 3 . 0 2 5 . 3 0 0 2 . 3 6 4 . 9 0 0 2 , 7 9 9 . 0 0 0 ( 2 2 6 . 3 0 0 ) - 7 . 5 %
C o m m u t e r A s s s t a n c e 2 . 1 7 3 0 0 0 2 , 7 2 2 2 0 0 2 . 6 3 9 3 0 0 2 , 7 7 7 , 2 0 0 5 5 9 0 0 2 . 0 %
E n g i n e e r i n g 2 9 . 1 0 2 9 0 0 7 1 , 0 2 7 , 8 0 0 6 9 . 7 5 6 . 3 0 0 5 0 5 9 0 . 9 0 0 ( 1 2 . 4 3 8 . 7 0 0 ) - 1 7 . 5 %
C o n s t r u c t i o n 4 0 , 1 9 0 8 0 0 0 6 . 3 0 3 . 6 0 0 8 3 . 5 3 6 . 3 0 0 6 7 . 5 1 8 . 3 0 0 ( 3 8 . 7 6 5 . 3 0 0 ) - 3 6 . 5 %
R i g h t o f W a y a n d L a n d 7 2 , 5 2 4 , 8 0 0 2 0 0 . 2 3 8 . 4 0 0 1 1 0 7 4 1 , 3 0 0 1 2 2 , 6 0 9 , 8 W ( 7 7 , 6 2 8 . 6 0 0 ) - 3 8 - 5 %
O p e r a t i n g a n d C a p i t a l C o n b i n r 0 a s 6 . 9 1 2 , 4 0 0 1 0 . 9 7 9 , 6 0 0 7 , 6 1 5 . 6 0 0 2 7 , 3 3 0 , 0 0 0 1 6 , 3 5 0 . 4 0 0 1 4 8 . 9 %
S p e c i a l S M d l e s 3 . 1 4 9 0 0 0 6 . 5 9 7 , 0 0 0 5 0 2 4 . 9 0 0 2 . 2 3 2 . 8 0 0 ( 4 . 3 6 4 2 0 0 ) - 6 6 2 %
P u b l i c a n d S p e c i a l i z e d T r a n s i t 5 , 5 3 7 . 7 0 0 7 . 4 7 0 . 4 0 0 4 . 6 5 1 . 8 0 0 1 0 2 9 8 , 3 0 0 2 , 5 2 7 , 9 0 0 3 7 9 %
L o r a l S t r e e t s a n d R o a d s 5 4 8 1 6 . 4 0 0 4 6 . 5 6 2 . 3 0 0 4 4 , 7 9 0 3 0 0 3 5 , 9 0 8 , 9 0 0 ( 1 0 , 6 5 3 4 0 0 ) - 2 2 B %
R e g i o n a l A r l e r i a k 9 . 9 0 6 , 1 0 0 0 7 8 1 . 3 0 0 8 . 7 8 1 . 3 0 0 1 5 . 5 5 3 . 4 0 0 6 . 5 0 2 . 1 0 0 7 7 . 5 %
L T F D i s b e s e m e o l s 8 2 , 3 0 4 , 1 0 0 8 0 , 4 3 1 , 0 0 0 6 6 2 9 4 , 8 0 0 7 3 , 8 0 0 . 5 0 0 ( 6 . 6 3 0 . 5 0 0 ) 4 3 . 2 %
S T A D i s b u s e m a t s 1 , 2 0 0 4 0 0 2 2 9 2 0 0 9 0 1 3 7 7 0 6 0 0 6 . 9 6 2 , 0 0 0 1 1 8 9 0 6 . 0 0 0 1 - W . e %
T O T A L P m j e d a n d O p e r a t i n g C o s t s 3 1 7 3 3 3 0 0 0 5 7 6 . 0 5 2 . 0 0 0 4 3 3 , 8 9 8 , 9 0 0 4 4 3 , 4 2 4 , 4 0 0 ( 1 3 2 , 6 2 7 0 0 0 ) - 2 3 . 0 %
D e b t S e r v i c e
P e n c i p a l P a y m e n t s 1 4 1 , 8 7 0 , 0 0 0 3 8 6 3 0 , 0 0 0 3 3 . 6 3 0 0 0 0 1 8 0 3 9 5 , 0 0 0 1 4 0 7 6 8 0 0 0 4 4 2 . 4 %
I n t e r e s t P a y r n e n l s 6 . 8 1 0 7 0 0 1 0 4 9 8 , 4 0 0 1 0 2 5 3 , 4 0 0 1 0 6 1 0 0 0 0
C o s t o 4 i s s u a n c e 1 3 0 7 . 5 0 0 3 . 2 5 0 . 0 0 0 3 2 5 9 0 0 4 N V A
T O T A L D e b t S e r v i c e 1 4 9 , 7 8 9 . 2 0 0 5 0 3 2 6 , 4 0 0 4 6 8 8 3 . 4 0 0 1 9 8 2 5 0 . 0 0 0 1 4 8 3 2 8 . 6 0 0 2 9 5 . 5 %
C a p i t a l O u t a y 3 3 5 . 0 0 0 1 8 4 7 9 0 9 8 2 2 3 0 0 1 . 1 1 0 , 5 0 0 1 6 9 7 . 4 0 9 1 - 3 8 . 5 %
T O T A L E x p e n d i t u r e s 4 7 9 2 5 1 7 0 0 8 4 7 0 4 0 2 0 0 4 9 4 0 8 7 9 0 0 6 6 9 . 5 4 5 2 0 0 2 2 5 0 5 0 0 1 1
E x c e s s ( d e f i c i e n c y ) o f R e v e n u e s o v e r
( u n d e r ) E x p e n d i t u r e s 0 7 9 , 3 6 5 0 0 0 ) ( 3 3 7 0 3 7 , 5 0 0 ) ( 2 3 4 . 9 4 9 . 1 0 0 ) ( 3 8 5 . 1 0 9 , 5 0 0 ) ( 4 7 , 4 7 0 0 0 0 ) 1 4 . 1 %
O t h e r % a r m i n g S o u e a s ( U s e s )
T r a n s f e r s I n 1 6 4 . 0 6 3 . 1 0 0 6 0 1 2 5 , 1 0 0 8 5 , 5 2 9 , 8 0 0
T r a n s f e r s O u t ( 1 6 4 , 0 6 3 1 0 0 ) ( 6 0 1 2 5 , 1 0 0 ) ( 8 5 . 5 2 9 . 8 0 0 )
D e b t P r o c e e d s 1 6 0 2 4 9 0 0 0 1 3 0 0 0 0 0 0 0 1 1 0 8 0 0 , 0 0 0
E x c e s s ( d e f i c i e n c y ) o f R e v e n u e s o v e r ( u n d e r )
E x p e n d i u r a s a n d O t h e r F i n a n c i n g S o u r c e s ( U s e s ) ( 1 9 , 1 1 6 , 5 0 0 ) ( 2 0 7 . 6 3 7 , 5 0 0 ) ( 1 2 4 . 9 4 9 . 9 0 0 )
B e g i n n i n g F u n d B a l a n c e
E N D I N G F U N D B A L A N C E
2 4 3 , 4 8 2 , 6 0 0 1 7 4 , 3 5 0 5 0 0 2 5 2 . 2 %
( 2 4 3 . 4 8 2 , 6 0 0 1 ( 1 7 4 . 3 5 7 . 5 0 0 ) - 2 5 2 . 2 %
2 6 0 0 0 0 0 0 0 1 3 0 0 0 0 0 0 0 - 1 0 0 . 0 %
( 1 2 5 . 1 0 9 , 5 0 0 ) 8 2 . 5 2 8 . 0 0 0 3 9 . 7 %
5 5 0 1 6 0 8 0 0 5 3 1 . 0 4 4 1 0 0 5 3 3 0 4 4 , 1 0 0 4 0 6 . 0 9 5 . 0 0 0 ( 1 2 4 . 9 4 9 . 1 0 0 ) - 2 3 . 5 %
f 5 3 1 0 4 4 1 4 4 f 3 2 9 . 4 t 1 6 . f i 0 0 5 4 1 1 % 0 9 5 . ( ) 0 0 $ 2 8 0 9 8 5 5 0 0 C ( 4 2 4 2 1 1 0 0 1 3 3 1 %
2 5
TABLE -18 CAPITAL AND OPERATING BUDGET
FY 2009110
REVENUES
Measure A Sales Tax
LTF Sales Tax
STA Transit Allocation
Vehicle Registration Fees
Reimbursement
Other Revenue
TUMF Revenue
Investment Income
TOTAL Revenues
EXPENDITURES
Personnel Salary and Benefits
Professional and Support
General Legal Services
Financial Advisory
Audit Services
Professional Services -Other
TOTAL Professional Costs
Support Casts
TOTAL Professional and Support Costs
Projects and Operations:
Projects -General
Rall
Motorist Assistance
Commuter Assistance
Engineering
Construction
Right of Way and Land
Opera0ng and Capital Contributions
Special Studies
Public and Specialized Transit
Local Streets and Roads
Regional Arterials
LTF Disbursements
STA Disbursements
TOTAL Project and Operating Costs
Debt Service
Principal Payments
Interest Payments
Cost of Issuance
TOTAL Debt Service
Capital Outlay
TOTAL Expenditures
Excess (deficiency) of Revenues over
(under) Expenditures
Other Financing Sources (Uses)
Transfers In
Transfers Out
Debt Proceeds
Excess (deficiency) of Revenues over (under)
Expenditures and Other Financing Sources (Uses)
Beginning Fund Balance
ENDING FUND BALANCE
FY2009/10 FY 2009/10 FY 2009/10
Operating Budget Capital Budget Trial Budget
$ 12.198.000 $ 109,302,000 5 121,500.000
87,425,300 216,600 87,641,900
1A50,000 1,450,000
11,813,500 46.630.100 58.443.600
506.100 - 506,100
11,475,000 11,475,000
1,181,300 2.237,1300 3,419.100
114,574,200 169,861,500 284,435,700
3,597,000
2.456,300 6,053,300
541,000 3004.500 4,345.500
65,000 - 65,000
545,000 55,000 600.000
5,506,900 6,389,000 11,895.900
6,657.90o
2,743,400
10.248,500 16.906.400
1,052,200 3,795,600
9,401,300
11000,700 20,702.000
169,100 14,352,000 14,521.100
2,492,200 2,492.200
2,799,000 2,799,000
2,777.200 - 2,777.200
58590,90o 58,590,900
1.100,00o 66.418.300 67,518.300
20,000 122.589,800 122,609,800
27.330000 27,330,000
2,082,800 150,000 2,232.800
10,298,300 - 10,298.300
35,908,900 35,908000
15,583,400 15,583,400
73.800,500 - 73,800,500
6,962,000 - 6,962.000
129,831.100
313,593,300 441424.400
182,395,000
12,610,000
3250,000
182,395,000
12010.000
3 250,000
392,500
196255,000 198,255,000
718,000 1.110.500
143.221000
526,323,300 669,545200
(28.647.700) (356.461,800) (385,109.500)
1,474,800 242,007,800 243,482.600
(1,475,000) (242,007,600) (243,482,600)
260 000,000 260,000.000
(28.617.900) (96.461.600) (125,109.500)
132,403,200 273,691,800 406,095,000
$ 104-839.800 $ 176 145 700 $ 230.985.50Q
•
•
26
"
T a b l e 1 9 B u d g e t E x p e n d i t u r e s a n d O t h e r U s e s S u m m a r i z e d b y G o v e r n m e n t a l F u n d T y p e F Y 2 0 0 9 / 1 0
T O T A L B U D G E T E X P E N D I T U R E S A N D O T H E R U S E S S U M M A R I Z E D B Y F U N D T Y P E
G e n e r a l F u n d S p e c i a l R e v e n u e C a p i t a l P r o j e c t s D e b t S e r v i c e T o t a l
P e r s o n n e l S a l a r y a n d B e n e f i t s $ 3 , 1 0 1 , 4 0 0 $ 2 , 9 5 1 , 9 0 0 $ - $ - $ 6 , 0 5 3 , 3 0 0
P r o f e s s i o n a l a n d S u p p o r t E x p e n d i t u r e s
L e g a l S e r v i c e s 4 8 1 , 0 0 0 3 , 8 6 4 , 5 0 0 - 4 , 3 4 5 , 5 0 0
F i n a n c i a l A d v i s o r y 5 0 , 0 0 0 1 5 , 0 0 0 6 5 , 0 0 0
A u d i t S e r v i c e s 5 4 5 , 0 0 0 5 5 , 0 0 0 - 6 0 0 , 0 0 0
P r o f e s s i o n a l S e r v i c e s - O t h e r 2 . 7 1 8 . 1 0 0 8 , 3 2 4 . 7 0 0 8 5 3 , 1 0 0 1 1 , 8 9 5 . 9 0 0
T O T A L P r o f e s s i o n a l S e r v i c e s 3 , 7 9 4 , 1 0 0 1 2 , 2 4 4 , 2 0 0 8 6 8 , 1 0 0 1 6 , 9 0 6 , 4 0 0
S u p p o r t C o s t s 2 . 1 6 2 , 4 0 0 1 , 6 3 3 , 2 0 0 - 3 , 7 9 5 . 6 0 0
T O T A L P r o f e s s i o n a l a n d S u p p o r t S e r v i c e s 5 , 9 5 6 , 5 0 0 1 3 , 8 7 7 , 4 0 0 8 6 8 , 1 0 0 2 0 , 7 0 2 , 0 0 0
P r o j e c t a n d O p e r a t i o n s E x p e n d i t u r e s
P r o g r a m M a n a g e m e n t - 5 , 7 5 2 , 0 0 0 - - 5 , 7 5 2 , 0 0 0
P r o j e c t s - G e n e r a l 4 9 , 1 0 0 8 , 7 2 0 , 0 0 0 - 8 , 7 6 9 , 1 0 0
R a i l - 2 , 4 9 2 , 2 0 0 - 2 . 4 9 2 , 2 0 0
M o t o r i s t A s s i s t a n c e - 2 , 7 9 9 , 0 0 0 - 2 , 7 9 9 , 0 0 0
C o m m u t e r A s s i s t a n c e 2 . 7 7 7 , 2 0 0 2 , 7 7 7 , 2 0 0
E n g i n e e r i n g - 5 8 , 5 9 0 , 9 0 0 5 8 , 5 9 0 , 9 0 0
C o n s t r u c t i o n - 5 8 , 5 2 8 , 3 0 0 8 , 9 9 0 , 0 0 0 - 6 7 , 5 1 8 , 3 0 0
R i g h t o f W a y a n d L a n d 2 0 , 0 0 0 1 1 4 , 5 8 9 , 8 0 0 8 , 0 0 0 , 0 0 0 - 1 2 2 , 6 0 9 , 8 0 0
O p e r a t i n g a n d C a p i t a l C o n t r i b u t i o n s 2 7 , 3 3 0 , 0 0 0 - - 2 7 , 3 3 0 , 0 0 0
S p e c i a l S t u d i e s 2 , 0 6 2 . 8 0 0 1 7 0 , 0 0 0 - 2 , 2 3 2 , 8 0 0
S p e c i a l T r a n s p o r l a t i o N T r a n s i t - 1 0 , 2 9 8 , 3 0 0 - 1 0 , 2 9 8 , 3 0 0
L o c a l S t r e e t s a n d R o a d s - 3 5 , 9 0 8 , 9 0 0 3 5 , 9 0 8 , 9 0 0
R e g i o n a l A r t e r i a l s - C o a c h e l l a V a l l e y - 1 5 , 5 8 3 . 4 0 0 1 5 , 5 8 3 , 4 0 0
L T F D i s b u r s e m e n t s 9 0 0 , 0 0 0 7 2 , 9 0 0 , 5 0 0 7 3 , 8 0 0 , 5 0 0
S T A D i s b u r s e m e n t s - 6 , 9 6 2 , 0 0 0 6 . 9 6 2 . 0 0 0
T O T A L P r o j e c t a n d O p e r a t i o n s E x p e n d i t u r e s 3 2 , 8 5 4 , 1 0 0 3 9 3 , 5 8 0 , 3 0 0 1 6 , 9 9 0 , 0 0 0 4 4 3 , 4 2 4 , 4 0 0
C a p i t a l O u t l a y 3 7 5 , 5 0 0 7 3 5 , 0 0 0 - 1 , 1 1 0 , 5 0 0
D e b t S e r v i c e
P r i n c i p a l , I n t e r e s t , a n d C o s t o f I s s u a n c e 6 5 0 0 . 0 0 0 5 6 , 3 6 0 , 0 0 0 1 3 5 , 3 9 5 , 0 0 0 1 9 8 , 2 5 5 , 0 0 0
O t h e r F i n a n c i n g U s e s : T r a n s f e r s O u t 1 4 , 3 0 0 1 0 , 3 7 7 , 3 0 0 2 3 3 , 0 9 1 , 0 0 D - 2 4 3 . 4 8 2 . 6 0 0
T O T A L E x p e n d i t u r e s a n d O t h e r F i n a n c i n g U s e s $ 4 2 3 0 1 1 1 0 Q $ 4 2 8 0 2 1 9 0 Q $ 3 0 7 3 0 9 t a g S 1 3 5 . 3 9 5 . 0 0 0 S 9 1 3 0 7 7 . 8 0 0
2 7
Table 20-Highway. Repbnal Ar1arW, and Rail Programa FY mine
pescrm8on (detaHe prmtnfed/n Section 7.3. except as Ind/cereal
Bechtel Program Management S 5054.100
SCRRA Program Management 647.000
SR-81 Corridor knprovementa (Demon Build) 8.425,000
General 175.030
TOTAL PROJECTS -GENERAL $ 14,401,100
Highway ErgYaetrg
SR-60Tn[k Climbing Lanes S 300.000
SR-74/G Street b 4215Interchage 50g,OW
SR-74A•75 b 7W Street20,000
SR-74 Crave Widening 30,000
SR-79 Realignment 2,650.000
SR-91)SR-71 Ca nm.tura 2.901,600
SR-91 Corridor improvements 13250000
SR-91 HOV Lanes/Adams Street to 5R-605RA7A-2151ntertharge 215,000
415 Corridor Improvements 12000,000
4215/SR-BO Sad Junction HOV lams CeraMr 315000
4216 Scow* Project 500.000
1.215 Bicounty HOV Intedm Project 878,800
1-215 Mixed Flow Lanes/415 b Scar Road 2,400,000
4215 Mixed Flow Lanes/Sco0 Road to Nuevo Road 2,400,000
I-215 FIOV Lanest4umo Road b Box Spr4g4 Road 2.000.000
4215 $0lMb0und b 475 Conneclor Wid
ening Gap Closure 600.000
Mid County Parkway 782.500
SUBTOTAL HIGHWAY ENGINEERING 41,742,900
Regional Arterial Engineering
Various Western County TUMF Regidat Arterial Projecb 3,758,000
SUBTOTAL REGIONAL ARTERIAL ENGINEERING 3,TSB,OOD
er
Raj PJgbedsg
La SbRa StationStationParking Expansion - BD,000
Perris Valley Line and ObRelated Projects 12,300,000
Riverside layover Faciy 550.000
Station Rehabilitation Projects 150.000
SUBTOTAL RAIL ENGINEERING - 13,090,000
TOTAL HIGHWAY. REGIONAL ARTERIAL, AND RAR ENGINEERING $ 580110,900
Highway Construction
SR-BNVaOy Way lMurliaga S 3.000,000
SR-74/G &reel b 1-2151nlerchange 17,600.000
SR-74/1-15 to 7th Street 5,0)0
SR-74 Curve Widening i0,00D
SR-91/LaSiemd Ln<,.A.m1,
9e 1.290,000
SR-81Nan Buren IMechage 7,600,000
SR-111 Cey and County Projects 6,719,30D
4215/SR-60 East Junction NOV Lanes Connector 005J100
Pak and Roue (details presented in Section 7.2 Commuter Assistance) 1,000.0
General (demos prowled to Section 7.2 Commute, Assistance) t00,OWW
SUBTOTAL HIGHWAY CONSTRUCTION 35,409,300
Region Arterial Construcion
Various Western County TUMF Regional Arterial Projects 10,459.000
Various Coachella Valley Regional Arterial Projects SUBTOTAL REGIONAL ARTERIAL CONSTRUCTOR 18.0308.990,000
000
Rail Construction
La Siena Station Parking Expansion 2.000,000
Nwtii Main Corona Station Perking Strmlwe 1,400)000
Pert MrtOnadal Facility 3.560.000
Prins VaNey Lone and Other Related Projects 5100J000
stakon RehaN6tatron PrOjeCis 500,0W
SUBTOTAL RAIL CONSTRUCTION 12060.000
TOTAL HIGHWAY, REGIONAL ARTERIAL, AND RAIL CONSTRUCTION S 670111)300
Highway Right of Way old Lad
SR-74!G Street to 42151Merchage $ 2320000
SR-744-15 b Tlh Street 2,530.000
SR-74 Curve WMera g 2.230,000
SR-79 Rea/gm o-4 1 030,000
SR-91 Corridor Improvements 24.250.00D
SR-91 HOY Lanes/Adams Street to SR-60/SR-91/4215 Interchange 25.B09.500
415 Cdndor lropruVemenla 10,000
1-215/SR-60 East Archon HOV Lanes Connector 812,3013
4215 Mixed Flaw Lanes/$on0 Road b Nuevo Road 1.523.0013
Ma County Parkway 6,270,000
SUBTOTAL HIGHWAY RIGHT OF WAY AND LAND 86,584,800
Regional Arterial Right of Way and Land
Various Western County TUMF Regional Anenal Projects
Various Coadtaa Valley Regional Arterial Projects
SUBTOTAL REGIONAL ARTERIAL RIGHT OF WAY AND LAND 2o,OB3000
Rag RIgM or Way and Lard
Pella Muanio0al Fxilily 12.000
Penis Valley Line and Ober Related Pmjecls 10,298,000
Riverside Layover Facility 5.500.000
Generat (details on 520,000 presented In Section 7.2 Right d Way Manapemen0 20135.000
SUBTOTAL RAIL RIGHT OF WAY AND LAND 15,942,000
TOTAL HIGHWAY, REGIONAL ARTERIAL, AND RAIL RIGHT OF WAY AND LAND $ 122.609,BOO
GRANO TOTAL HIGHWAY, REGIONAL ARTERIAL, AND RAILPROGRAMS $ 263120,100
12.003.000
8,000,000
28
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SECTION 1
GUIDING POLICIES1
30
Commission Policy Goals and Objectives
The following material outlines the Commission's adopted policy goals, objectives and
financial policies that serve as the framework for the work plan presented in the FY
2009/10 Budget.
Promote Mobility
The Commission, in cooperation with local, state, and federal agencies, will strive to create
a transportation system that promotes efficient mobility both within the County and region.
While Riverside County grapples with the challenges of a declining real estate market and
an uncertain economy, the need for better mobility and transportation remains a top public
policy priority that the Commission is poised to address. The 10-Year Western County
Highway Delivery Plan, approved in December2006, will become more prominent this year
as environmental and design work moves into high gear on SR-91, 1-15 and 1-215. The
Commission will also work with partners including the Southern California Regional Rail
Authority (SCRRA or Metrolink), CVAG, and WRCOG to deliver transit services, improve
highways and arterials in the Coachella Valley, and ensure investment of TUMF dollars in
Western County. In moving forward with this aggressive program of projects and services,
the Commission will face the challenge of lower Measure A receipts and declining state
transportation revenues along with uncertainty regarding the availability of federal dollars.
The following are emphasis areas for the Commission in FY 2009/10:
• Complete projects and programs included in the 1989 Measure A and determine
use for unexpended revenues, if any.
• Continue to aggressively pursue completion of the environmental and design
processes on key components of the 10-Year Western County Highway Delivery
Plan which includes the widening of SR-91, 1-15, and 1-215.
• Continue to develop the toll program consistent with the 10-Year Western County
Highway Delivery Plan including obtaining federal toll authority for select projects
and executing toll program agreements with key regional and state partners
including Caltrans, OCTA, California Highway Patrol (CHP), Transportation
Corridors Agencies, and others.
• Seek to obtain state legislative authority to utilize the design -build method of
project delivery to advance project delivery schedules.
• Continue to work with state and federal agencies to fund and construct projects
programmed in the STIP, Federal Transportation Improvement Program (FTIP),
Proposition 1B bond programs, and Measure A program as well as other high
priority regional projects.
• Maximize the effective application and use of Western County TUMF funds to
deliver eligible Commission priority projects.
• Work closely with local jurisdictions to implement the TUMF Regional Arterial
Program and facilitate the delivery of arterial improvements in Western County.
31
"
"
E n s u r e I m p r o v e d S y s t e m E f f i c i e n c i e s
T h e C o m m i s s i o n w i l l s e l e c t p r o j e c t s a n d a l l o c a t e f u n d s i n a m a n n e r t h a t w i l l i m p r o v e s a f e t y
a n d r e d u c e c o n g e s t e d t r a f f i c c o r r i d o r s .
" A d v o c a t e t h e d e v e l o p m e n t a n d u s e o f a d v a n c e d t e c h n o l o g i e s f o r t r a n s p o r t a t i o n
a p p l i c a t i o n s t h a t a r e a f f o r d a b l e a n d p r a c t i c a l .
" W o r k w i t h p u b l i c a n d p r i v a t e i n t e r e s t s t o a p p l y r e a l - t i m e t e c h n o l o g y t o d i s s e m i n a t e
c o m m u t e r i n f o r m a t i o n t h a t w i l l s u p p o r t t h e u s e o f a l t e r n a t e m o d e s a n d i m p r o v e
e f f i c i e n c y o f t h e r e g i o n a l t r a n s p o r t a t i o n s y s t e m .
" A s s u r e t h e e f f e c t i v e n e s s o f t r a n s i t p l a n n i n g t h r o u g h c o o r d i n a t i o n w i t h t h e T r a n s i t
O p e r a t o r s W o r k i n g G r o u p , C i t i z e n s ' A d v i s o r y C o m m i t t e e , a n d a n n u a l S R T P
p r o c e s s w i t h a g o a l t o w a r d p r o m o t i n g p r o g r a m e f f i c i e n c y a n d e f f e c t i v e n e s s .
" P r o v i d e i n n o v a t i v e c o m m u t e r r i d e s h a r e p r o g r a m s t o r e d u c e s i n g l e o c c u p a n t v e h i c l e
t r i p s a n d c o o r d i n a t e w i t h o t h e r r e g i o n a l r i d e s h a r e s e r v i c e p r o v i d e r s t o a d d r e s s
i n t e r c o u n t y c o m m u t e t r i p s .
" D e v e l o p a n I n l a n d E m p i r e r e g i o n 5 1 1 s y s t e m , i n p a r t n e r s h i p w i t h S A N B A G , t h a t
w i l l m a k e r e a l - t i m e t r a f f i c i n f o r m a t i o n a v a i l a b l e t o c o m m u t e r s f o r t h e p u r p o s e o f t r i p
p l a n n i n g a n d c o n g e s t i o n a v o i d a n c e .
" L e v e r a g e e x i s t i n g o n l i n e t r i p p l a n n i n g s e r v i c e s s u c h a s G o o g l e T r a n s i t b y
i n t e g r a t i n g a n d m a i n t a i n i n g r e g i o n a l t r a n s i t s c h e d u l e s a n d r o u t e s .
" W o r k w i t h l o c a l j u r i s d i c t i o n s , C a l t r a n s a n d t h e C H P t o c o n t i n u e p r o v i d i n g a m o t o r i s t
a i d s y s t e m w h i c h i n c l u d e s a c a l l b o x p r o g r a m a n d a n F S P p r o g r a m i n c l u d i n g
t e m p o r a r y s e r v i c e s i n f r e e w a y c o n s t r u c t i o n z o n e s .
" C o n t i n u e d e v e l o p m e n t , i n p a r t n e r s h i p w i t h C a l t r a n s a n d S A N B A G , o f t h e I n l a n d
E m p i r e T r a n s p o r t a t i o n M a n a g e m e n t C e n t e r .
" L e v e r a g e o u r r e s o u r c e s t o i n c o r p o r a t e p a r k a n d r i d e s e r v i c e s a t M e t r o l i n k s t a t i o n s
t h a t h a v e a v a i l a b l e c a p a c i t y .
F o s t e r E n v i r o n m e n t a l S t e w a r d s h i p
T h e C o m m i s s i o n w i l l a c h i e v e i t s m o b i l i t y g o a l s w h i l e p r o m o t i n g e n v i r o n m e n t a l s t e w a r d s h i p
a n d p r o t e c t i n g t h e a r e a ' s n a t u r a l r e s o u r c e s a n d q u a l i t y o f l i f e .
" C o n t i n u e w o r k i n g w i t h t h e R C A t o i m p l e m e n t t h e M S H C P .
" W o r k w i t h t h e S o u t h e m C a l i f o r n i a A s s o c i a t i o n o f G o v e r n m e n t s ( S C A G ) , S C A Q M D ,
s u b - r e g i o n a l a g e n c i e s , a n d l o c a l j u r i s d i c t i o n s t o i m p l e m e n t a n R T P t h a t m e e t s
r e g i o n a l a i r q u a l i t y g o a l s a n d c o n f o r m i t y g u i d e l i n e s .
" S u p p o r t a v a r i e t y o f o u t r e a c h c h a n n e l s a n d e d u c a t i o n a l p r o g r a m s t h a t p r o m o t e t h e
b e n e f i t s o f r i d e s h a r i n g , t r a n s i t , r a i l , a n d a v a i l a b i l i t y o f c o m m u t e r r e s o u r c e s .
" F a c i l i t a t e p r i v a t e / p u b l i c u s e o f c l e a n f u e l s t e c h n o l o g y .
" C o n s i d e r a n d a d d r e s s n e w s t a t e a n d f e d e r a l m a n d a t e s r e g a r d i n g g r e e n h o u s e g a s
e m i s s i o n s i n c l u d i n g p a r t i c i p a t i o n i n v a r i o u s f o r u m s t o d e v e l o p i m p l e m e n t a t i o n
g u i d e l i n e s .
" C o n t i n u e t o d e v e l o p s u s t a i n a b l e a n d g r e e n c o m m u t e r r a i l s t a t i o n s a n d p r o v i d e
3 3
upgrades and rehabilitation projects to reduce the environmental impact of the
existing stations.
• Coordinate with local and regional agencies regarding compliance with SB 375 and
AB 32.
Encourage Economic Development
Transportation decisions will consider the economic benefits derived from any
improvement, and, where feasible and practical, will pursue transportation alternatives that
enhance or complement economic development.
• Support local agencies in the design and construction of interchanges that are in
proximity to regional economic centers and developments.
• Support local projects, consistent with countywide transportation goals, which
enhance business development, local employment, and area tourism.
Support Transportation Choices through Intermodalism and Accessibility
County residents will be served, where economically feasible, through the development of
transportation alternatives and travel options that consider the needs of a wide range of
citizens.
• Work with transit providers and local social service agencies to provide specialized
transit service to meet a broad spectrum of socio-economic transit needs.
• Leverage commuter assistance and freeway service patrol outreach channels in
order to increase the awareness of and foster the use of alternative commuting
modes.
• Implement the Commission's commuter rail SRTP and SCRRA's long-range
strategic plan for expansion of the commuter rail system benefiting Riverside
County constituents with an emphasis on the Perris Valley Line, an extension from
Riverside to Perris via Moreno Valley.
• Pursue the goals and objectives as outlined in the Coordinated Public Transit -
Human Services Transportation Plan (Coordinated Plan) for Riverside County
related to a unified, comprehensive but flexible strategy for transportation service
delivery to address transportation gaps and/or barriers focusing on unmet
transportation needs of elderly individuals, persons with disabilities, and individuals
of limited income.
• Enhance security, surveillance, and emergency response capabilities of County
transit facilities and infrastructure through proactive planning, interagency
coordination, and investment.
Prioritize Public and Agency Communications
The Commission will provide timely, informative, and accurate information to encourage
informed public and agency participation in the Commission's decision -making processes.
34
"
" P r o m o t e a c l o s e w o r k i n g r e l a t i o n s h i p w i t h n e w s a n d c i v i c e n t i t i e s t o i n c r e a s e
i n t e r e s t i n a n d u n d e r s t a n d i n g o f t r a n s p o r t a t i o n a n d r e l a t e d i s s u e s .
" E n h a n c e t h e p r o v i s i o n o f p u b l i c i n f o r m a t i o n t h r o u g h v a r i o u s f o r m s o f
c o m m u n i c a t i o n ( e . g . , w e b s i t e , t e l e v i s i o n , S p e a k e r s B u r e a u , p r i n t m e d i a , r a d i o , e t c ) .
" M a i n t a i n a n o n g o i n g e f f o r t o f i n f o r m i n g R i v e r s i d e C o u n t y ' s C o n g r e s s i o n a l a n d
S t a t e L e g i s l a t i v e d e l e g a t i o n s r e g a r d i n g C o u n t y t r a n s p o r t a t i o n i s s u e s .
" D e v e l o p a n e f f e c t i v e l o n g - r a n g e l e g i s l a t i v e s t r a t e g y r e g a r d i n g t h e u p c o m i n g
r e a u t h o r i z a t i o n o f S a f e , A c c o u n t a b l e , F l e x i b l e , E f f i c i e n t T r a n s p o r t a t i o n E q u i t y A c t :
A L e g a c y f o r U s e r s ( S A F E T E A - L U ) t o e n s u r e t h a t t h e f e d e r a l g o v e r n m e n t
p a r t i c i p a t e s a s a f u l l p a r t n e r i n f u n d i n g R i v e r s i d e C o u n t y p r o j e c t s t h a t a r e o f
n a t i o n a l a n d r e g i o n a l s i g n i f i c a n c e .
" A d v o c a t e f o r s u f f i c i e n t f u n d i n g f o r R i v e r s i d e C o u n t y f r o m v a r i o u s f e d e r a l a n d s t a t e
r e v e n u e s o u r c e s i n c l u d i n g , b u t n o t l i m i t e d t o , t h e F e d e r a l S t i m u l u s A c t , S T I P , a n d
S t a t e a n d L o c a l P a r t n e r s h i p P r o g r a m .
" S e e k l e g i s l a t i v e f l e x i b i l i t y f o r i n n o v a t i v e f i n a n c i n g a n d d e l i v e r y m e t h o d s .
" M a i n t a i n o n g o i n g e f f o r t s t o e d u c a t e c o m m u t e r s , b u s i n e s s e s , a n d t h e p u b l i c
r e g a r d i n g t h e C o m m i s s i o n ' s t o l l p l a n n i n g e f f o r t s a n d s p e c i f i c p r o j e c t d e v e l o p m e n t
e f f o r t s c u r r e n t l y u n d e r w a y .
3 5
"
F i n a n c i a l a n d A d m i n i s t r a t i o n P o l i c i e s
B u d g e t P o l i c i e s
" T h e C o m m i s s i o n s h a l l b u d g e t n o m o r e t h a n o n e p e r c e n t ( 1 % ) o f M e a s u r e A s a l e s
t a x r e v e n u e f o r a d m i n i s t r a t i v e s a l a r i e s a n d b e n e f i t s .
" A d m i n i s t r a t i v e p r o g r a m d e l i v e r y c o s t s w i l l b e b u d g e t e d a t w h a t e v e r i s r e a s o n a b l e
a n d n e c e s s a r y , b u t n o t t o e x c e e d f o u r p e r c e n t ( 4 % ) o f M e a s u r e A s a l e s t a x
r e v e n u e s ( i n c l u s i v e o f t h e o n e - p e r c e n t s a l a r y l i m i t a t i o n ) .
" T h e C o m m i s s i o n s h a l l b u d g e t 1 0 0 % o f t h e a n n u a l r e q u i r e d c o n t r i b u t i o n r e l a t e d t o
t h e p o s t r e t i r e m e n t h e a l t h c a r e b e n e f i t s .
" A m o u n t s w i l l b e b u d g e t e d b y f i s c a l y e a r f o r m u l t i - y e a r p r o j e c t s b a s e d o n b e s t
a v a i l a b l e e s t i m a t e s w i t h t h e u n d e r s t a n d i n g t h a t , t o t h e e x t e n t a c t u a l s v a r y f r o m
t h o s e e s t i m a t e s a n d t h e p r o j e c t i s o n g o i n g , a d j u s t m e n t s w i l l b e m a d e o n a n
o n g o i n g b a s i s .
" T h e f i s c a l c a p i t a l b u d g e t s h o u l d b e c o n s i s t e n t w i t h t h e s t r a t e g i c p l a n a n d d e v i a t i o n s
a p p r o p r i a t e l y n o t e d , e x p l a i n e d , a n d j u s t i f i e d .
" A b a l a n c e d b u d g e t s h a l l b e a d o p t e d a n n u a l l y w i t h o p e r a t i n g a n d c a p i t a l
e x p e n d i t u r e s a n d o t h e r f i n a n c i n g u s e s f u n d e d b y i d e n t i f i e d r e v e n u e s a n d o t h e r
f i n a n c i n g s o u r c e s a s w e l l a s a v a i l a b l e f u n d b a l a n c e s .
R e v e n u e P o l i c i e s
" S a l e s t a x r e v e n u e p r o j e c t i o n s w i l l b e r e v i s e d s e m i - a n n u a l l y t o e n s u r e u s e o f
c u r r e n t a n d r e l e v a n t d a t a . S t a f f m a y a d j u s t a n n u a l a m o u n t s t o r e f l e c t t h e m o s t
c u r r e n t e c o n o m i c t r e n d s .
" A s t r a t e g i c a p p l i c a t i o n o f l o c a l f u n d i n g s o u r c e s w i l l b e u s e d t o m a x i m i z e f e d e r a l
a n d s t a t e f u n d i n g o f p r o j e c t s .
" F i d u c i a r y r e s p o n s i b i l i t y r e g a r d i n g W e s t e r n C o u n t y T U M F r e v e n u e s s h a l l b e
e x e r c i s e d , a n d r e v e n u e s w i l l b e a l l o c a t e d p u r s u a n t t o C o m m i s s i o n d i r e c t i o n a n d
t h e a p p r o v e d 2 0 0 9 M e a s u r e A .
D e b t M a n a g e m e n t P o l i c i e s
" T h e C o m m i s s i o n w i l l m a i n t a i n 2 . 0 x d e b t r a t i o c o v e r a g e o n a l l s e n i o r d e b t .
" D e b t i s s u a n c e w i l l b e f o r m a j o r c a p i t a l p r o j e c t s i n c l u d i n g e n g i n e e r i n g , r i g h t o f w a y ,
a n d c o n s t r u c t i o n . O p e r a t i n g r e q u i r e m e n t s , i f a n y , m u s t b e f r o m c u r r e n t o n g o i n g
r e v e n u e s .
" C o s t s o f i s s u a n c e i n c l u d i n g t h e s t a n d a r d u n d e r w r i t e r ' s d i s c o u n t w i l l n o t e x c e e d t w o
p e r c e n t ( 2 % ) .
" T h e C o m m i s s i o n m a y e n t e r i n t o i n t e r e s t r a t e s w a p s t o b e t t e r m a n a g e a s s e t s a n d
l i a b i l i t i e s a n d t a k e a d v a n t a g e o f m a r k e t c o n d i t i o n s t o l o w e r o v e r a l l c o s t s a n d
r e d u c e i n t e r e s t r a t e r i s k .
" W h i l e i t i s t h e i n t e n t o f t h e C o m m i s s i o n t o e s t a b l i s h a c a s h d e b t r e s e r v e f o r l o n g
t e r m b o n d i s s u a n c e , s u r e t y b o n d s c a n b e o b t a i n e d w h e n b e n e f i c i a l t o t h e
3 6
Commission.
• The commercial paper program and other short-term financing vehicles will provide
advance funding for projects included in the expenditure plan of the approved 2009
Measure A.
• The Commission will consider actions to lessen the restriction of the $500 million
2009 Measure A bonding cap, which could include the possibility of a future ballot
measure to increase the cap.
Auditing, Accounting, and Financial Reporting Policies
• The Commission will replace its financial software system in order to better
integrate project accounting needs and improve accounting efficiency.
• The Commission will issue a Comprehensive Annual Financial Report (CAFR) in
accordance with the GASB Statement 34 financial reporting model.
• An audit is to be conducted annually on the Commission's accounting books and
records. As long as the Commission has outstanding bonds, an independent
accounting firm must conduct the audit.
• The Commission is responsible for ensuring that audits of Measure A and TDA
funding recipients are completed and reviewed for compliance and other matters in
a timely manner.
• An internal audit program will be maintained to identify improvements in controls
and procedures as well as best practices.
Capital Planning and Programming Policy
• Established priorities will be reviewed annually with the Commission.
Reserve Policies
• The Commission will maintain program reserves in accordance with Measure A
and TDA policies and guidelines.
• The Commission will maintain a cash reserve at least equal to five percent (5%) of
annual revenues (exclusive of reimbursements and matching funds).
• The Commission will establish and maintain a transit operator's reserve of ten
percent (10%) for the Coachella Valley and Palo Verde Valley. Additionally, a ten
percent (10%) reserve will be established and maintained for each of the Western
County transit operators (public bus and commuter rail).
Cash Management/Investment Policies
• Where possible, the Commission will encourage receipt of funds by wire transfer to
its accounts.
• Balances in the bank operating account will be maintained at the amount
necessary to meet monthly expenditures.
• Idle funds will be invested per the Commission's established investment policy
•
37
"
e m p h a s i z i n g i n o r d e r o f p r i o r i t y : 1 ) s a f e t y , 2 ) l i q u i d i t y , a n d 3 ) y i e l d .
" C a s h d i s b u r s e m e n t s t o l o c a l j u r i s d i c t i o n s a n d v e n d o r s / c o n s u l t a n t s w i l l b e
c o m p l e t e d i n a n e x p e d i t i o u s a n d t i m e l y m a n n e r .
H u m a n R e s o u r c e s M a n a g e m e n t P o l i c i e s
" C o m m i s s i o n s t a f f i n g l e v e l s w i l l b e c o n s i s t e n t w i t h t h e i n t e n t o f i t s e n a b l i n g
l e g i s l a t i o n , w h i c h e n v i s i o n e d a s m a l l , b u t e f f e c t i v e s t a f f .
" C o n t r a c t s t a f f a n d c o n s u l t a n t s w i l l b e u s e d t o a u g m e n t s t a f f e f f o r t s a s m u c h a s
p o s s i b l e t o s u p p o r t p r o g r a m s o r w o r k l o a d s , w h i c h d o n o t a p p e a r t o b e o f a
p e r m a n e n t n a t u r e .
I n f o r m a t i o n T e c h n o l o g y P o l i c i e s
" S i g n i f i c a n t e f f o r t w i l l b e m a d e t o m a i n t a i n e f f i c i e n t a n d c o s t - e f f e c t i v e t e c h n o l o g y
i n f r a s t r u c t u r e b y c o n t i n u o u s l y u p g r a d i n g n e t w o r k e q u i p m e n t a n d s o f t w a r e t o
e n s u r e q u a l i t y p e r f o r m a n c e , p r o d u c t i v i t y , a n d c o n n e c t i v i t y a m o n g s t a f f , o t h e r
a g e n c i e s , a n d t h e p u b l i c . N e t w o r k s e c u r i t y w i l l c o n t i n u e t o b e a t o p p r i o r i t y t o
m a i n t a i n t h e i n t e g r i t y o f t h e C o m m i s s i o n ' s n e t w o r k a n d i n f o r m a t i o n .
T h e f o l l o w i n g m a t r i x i l l u s t r a t e s t h e l i n k a g e o f t h e C o m m i s s i o n ' s o v e r a l l p o l i c y g o a l s
d e s c r i b e d i n t h i s s e c t i o n t o t h e i n d i v i d u a l d e p a r t m e n t a l g o a l s i n c l u d e d i n S e c t i o n 7 .
C o m m i s s i o n P o l i c y G o a l s
G o o d s S y s t e m E n v i r o n m e n t a l E c o n o m i c I n t e m r o d a l s m & R n a n c i a l &
D e p a r t m e n t M o b i l i t y M o v e m e n t E f f i c i e n c i e s S t e w a r d s h i p D e v e l o p m e n t A o r e s s i l u l t y C o m m u n i c a t i o n s A d m i n i s t r a t i o n .
M a n a g e m e n t S e r v i c e s
E x e c u t i v e M a n a g e m e n t X X
A d m i n i s t r a t i o n X X
L e g i s l a t i v e A f f a i r s & C o m m u n i c a t i o n s X X X X X
F i n a n c e
X
R e g i o n a l P r o g r a m s -
R e g i o n a l I s s u e s X X X
P l a n n i n g a n d P r o g r a m m t g X , X X X X
R a i l X X X X
R i g h t o f W a y M a n a g e m e n t X X X
P u b l i c a n d S p e c i a l t e d T r a n s d X X X X
C o m m u t e r A s s i s t a n c e X X X X X
M o t o r i s t A s s i s t a n c e X
C a p i t a l P r o j e c t D e v e l o p m e n t & D e l i v e r y X X X X
3 8
"
"
S E C T I O N 2 1
B U D G E T P R O C E S S S U A R Y
3 9
"
B u d g e t P r o c e s s S u m m a r y
T h e b u d g e t i s t h e p r i m a r y p e r f o r m a n c e t o o l u s e d t o m e a s u r e a n d c o n t r o l a c c o u n t a b i l i t y
o f p u b l i c a g e n c i e s f o r t a x p a y e r d o l l a r s . T h e b u d g e t c o m m u n i c a t e s t o a l l s t a k e h o l d e r s
( i . e . , e l e c t e d o f f i c i a l s , r e g i o n a l a g e n c i e s , a n d c i t i z e n s ) h o w t h e i n v e s t m e n t t h e y m a d e
w i l l b e p u t t o u s e b y p r o v i d i n g d e t a i l e d i n f o r m a t i o n o n t h e s p e c i f i c s o f r e s o u r c e
a l l o c a t i o n a n d e x p e n d i t u r e s . P r o g r e s s i s m o n i t o r e d o n a m o n t h l y b a s i s , a n d r e v i s i o n s
a n d u p d a t e s a r e m a d e a s d e e m e d n e c e s s a r y t o r e f l e c t c h a n g i n g d y n a m i c s a n d
a c c o m m o d a t i n g u n p l a n n e d r e q u e s t s . T h i s r e s u l t s i n a b u d g e t d o c u m e n t t h a t i s u s e f u l
a n d m e a n i n g f u l a s a b e n c h m a r k a g a i n s t w h i c h t o e v a l u a t e g o v e r n m e n t
a c c o m p l i s h m e n t s a n d / o r c h a l l e n g e s a n d t o a s s e s s c o m p l i a n c e w i t h f i s c a l
a c c o u n t a b i l i t y .
C h a r t 5 - B u d g e t P r o c e s s
I D
T a s k N a m e
D u r a t i o n
2 0 0 9
2 0 1 0
J J A S I O I N I D
J F M A M J J A
1
S h o r t T e r m S t r a t e g i c D i r e c t i o n P h a s e
1 0 5 d a y s
2
R e s o u r c e I d e n t i f i c a t i o n a n d A l l o c a t i o n P h a s e
1 0 5 d a y s
3
N e e d s A s s e s s m e n t P h a s e
9 0 d a y s
4
D e v e l o p m e n t a n d R e v i e w P h a s e
1 1 0 d a y s
5
A d o p t i o n a n d I m p l e m e n t a t i o n P h a s e
4 0 d a y s
6
B u d g e t R o l e s a n d R e s p o n s i b i l i t i e s
2 2 5 d a y s
"
S h o r t - T e r m S t r a t e g i c D i r e c t i o n P h a s e
T h e f i r s t p h a s e o f t h e b u d g e t p r o c e s s i s t o d e t e r m i n e t h e d i r e c t i o n o f t h e C o m m i s s i o n i n
t h e s h o r t - t e r m a n d t o i n t e g r a t e t h i s w i t h t h e C o m m i s s i o n ' s l o n g - t e r m g o a l s a n d
o b j e c t i v e s . A n n u a l l y a w o r k s h o p i s h e l d f o r t h e p o l i c y m a k e r s t o e v a l u a t e a n d d e t e r m i n e
w h e r e t h e C o m m i s s i o n p l a n s t o b e a n d w h a t i t d e s i r e s t o a c c o m p l i s h o v e r t h e n e x t f i v e
t o t e n y e a r s . A n n u a l r e v i e w s a l l o w f o r t i m e l y r e s p o n s i v e n e s s t o a n y s i g n i f i c a n t p o l i t i c a l ,
l e g i s l a t i v e , o r e c o n o m i c d e v e l o p m e n t s t h a t m a y o c c u r l o c a l l y , s t a t e w i d e , o r n a t i o n a l l y .
S t a f f t h e n a d j u s t s i t s c o u r s e b a s e d o n t h e l o n g - t e r m s t r a t e g i c d i r e c t i o n o f t h e p o l i c y
m a k e r s .
S t a f f c o n v e n e s i n e a r l y J a n u a r y t o b o t h a s s e s s a c t u a l r e s u l t s , c o m p a r e d t o t h e c u r r e n t
y e a r b u d g e t , a n d m a p c h a n g e s i n s t r a t e g y f o r t h e e n s u i n g f i s c a l y e a r b y r e v i e w i n g a n d ,
i f n e c e s s a r y , r e d e f i n i n g d e p a r t m e n t a l m i s s i o n s t a t e m e n t s a n d s e t t i n g g o a l s . T h o s e
g o a l s , u p o n r e v i e w b y t h e B o a r d , b e c o m e t h e C o m m i s s i o n ' s s h o r t - t e r m s t r a t e g i c
d i r e c t i o n .
C h a r t 6 - F u n c t i o n a l O r g a n i z a t i o n C h a r t F Y 2 0 0 9 / 1 0
4 0
CHART 6 - FUNCTIONAL ORGANIZATION CHART FY 2009/10
Board of Commissioners
Policy Committees
Plans & Programs Budget & Implementation
Advisory Committees
Technical Advisory Citizens Advisory
Legal Counsel
Executive Management
Executive Committee
Multimodal Programs
-Commuter Assistance
- Call Box Program
-Freeway Service Patrol
• Rail Operations
-Transit Planing
Administration
Legislative Affairs and
Communications
-Clerk of the Board and
Board Relations
-Office and Records Management
•Claims and Insurance
Administration
•Human Resources
-Legislative Advocacy
-Legislative Analysis
• Publie Information
and Communications
-Media Relations
• Goods Movement
Capital Project Development
and Delivery
-Highway and Rail Capital
Programs •
-New Corridors
-Property Management
-State Transportation
Improvement Program
-Regional Transportation Plan
•Congestion Management
•TLIMF Program
Finance
-Financial Management
' Budget Development
- Contract Management
and Procurement
- Disadvantaged Business
Enterprise
"
"
R e s o u r c e I d e n t i f i c a t i o n a n d A l l o c a t i o n P h a s e
S i m u l t a n e o u s w i t h t h e s h o r t - t e r m s t r a t e g i c d i r e c t i o n p h a s e , s t a f f f o c u s e s o n w h a t
f u n d i n g s o u r c e s a r e a v a i l a b l e a n d w h a t m o n i e s a r e e s t i m a t e d a s c a r r y o v e r f r o m t h e
c u r r e n t y e a r . I n a c t u a l i t y , r e s o u r c e i d e n t i f i c a t i o n o c c u r s t h r o u g h o u t t h e y e a r , b u t i t i s
f i n a l i z e d i n t h e u p c o m i n g f i s c a l y e a r b u d g e t . A m o u n t s t o b e b o r r o w e d a r e d e t e r m i n e d
a s p a r t s o f t h e l o n g - t e r m s t r a t e g i c p l a n n i n g p r o c e s s , b u t s u c h a m o u n t s a r e a d j u s t e d i n
t h e a n n u a l b u d g e t t o r e f l e c t m o r e c u r r e n t i n f o r m a t i o n .
N e e d s A s s e s s m e n t P h a s e
S t a f f a n d c o n s u l t a n t s e v a l u a t e w h a t p r o j e c t s a n d s t u d i e s n e e d t o b e a c c o m p l i s h e d .
P r o j e c t p r i o r i t y a n d s e q u e n c i n g s e t i n t h e l o n g - t e r m s t r a t e g i c p l a n a r e t h e t o p
c a n d i d a t e s f o r b u d g e t s u b m i s s i o n . H o w e v e r , p r i o r i t i e s m a y h a v e c h a n g e d d u e t o
e c o n o m i c n e c e s s i t i e s o r p o l i t i c a l r e a l i t i e s , r e s u l t i n g i n p r o j e c t s b e i n g r e s c h e d u l e d b y
a c c e l e r a t i o n o r p o s t p o n e m e n t . N e w p r o j e c t s m a y b e a d d e d o r e x i s t i n g p r i o r i t i e s d e l e t e d
b a s e d o n C o m m i s s i o n d i r e c t i o n .
D e v e l o p m e n t a n d R e v i e w P h a s e
U s i n g a l l t h e d a t a a n d i n f o r m a t i o n g a t h e r e d f r o m t h e p r e v i o u s l y m e n t i o n e d s t a g e s ,
d e p a r t m e n t h e a d s s u b m i t t h e i r d e s i r e d b u d g e t s t o t h e F i n a n c e D e p a r t m e n t . T h e
i n f o r m a t i o n , a l o n g w i t h s t a f f a n d o v e r h e a d a l l o c a t i o n s , i s c o m p i l e d i n t o a p r e l i m i n a r y o r
d r a f t b u d g e t . A f t e r r e v i e w b y t h e E x e c u t i v e D i r e c t o r a n d i n c l u s i o n o f t h e d e s i r e d
c h a n g e s , t h e d r a f t b u d g e t i s p r e s e n t e d t o t h e B o a r d f o r i n p u t .
A d o p t i o n a n d I m p l e m e n t a t i o n P h a s e
T h e p r o p o s e d b u d g e t i s s u b m i t t e d t o t h e C o m m i s s i o n a t i t s M a y m e e t i n g . A h e a r i n g i s
s c h e d u l e d t o a l l o w f o r p u b l i c c o m m e n t o n t h e p r o p o s e d b u d g e t . T h e C o m m i s s i o n m a y
c h o o s e , a f t e r p u b l i c h e a r i n g , t o a d o p t t h e b u d g e t o r t o r e q u e s t a d d i t i o n a l i n f o r m a t i o n
a n d / o r c h a n g e s t o t h e b u d g e t . T h e b u d g e t m u s t b e a d o p t e d n o l a t e r t h a n J u n e 1 5 o f
e a c h y e a r . U p o n a d o p t i o n b y t h e C o m m i s s i o n , t h e b u d g e t i s e n t e r e d i n t o t h e
a c c o u n t i n g s y s t e m e f f e c t i v e J u l y 1 f o r t h e n e x t f i s c a l y e a r .
4 2
Budget Roles and Responsibilities
Involvement in the budget permeates all staffing levels at the Commission from clerical
support staff to policy makers. Each program manager develops a detailed line item
operating and capital budget. Those budgets by program are submitted to the
department head for review and approval. The department heads submit their budgets
to the Chief Financial Officer by mid -March. The Finance Department compiles the
department budgets. Both the capital and operating budgets are combined into the draft
budget for the entire Commission. The Executive Director reviews the entire budget for
overall consistency with both the short- and long-term strategic direction of the
Commission, appropriateness of funding sources for the identified projects and studies,
and reasonableness of the operating budget expenditures, which should also
correspond to the capital budget.
Expenditure activities of the funds are controlled at the budgetary unit, which is the
financial responsibility level (General, Measure A, Motorist Assistance, LTF, STA,
TUMF, Capital Projects, and Debt Service Funds) for each function (i.e., administration,
programs, intergovernmental distributions, debt service, capital outlay, and other
financing uses). These functions provide the legal level of budgetary control (i.e., the
level at which expenditures cannot legally exceed the appropriated amount).
Budget -to -actual reports are distributed to program managers and directors on a
monthly basis for informational purposes and quarterly for identification and evaluation
of any significant budget variations. Management has the discretion to transfer
budgeted amounts within the financial responsibility unit according to function or may
provide support for supplemental budget appropriations requests. Supplemental
requests require the authorization of the Commission. The Commission may take action
at any monthly meeting to amend the budget. Those amendments are incorporated into
the budget, as they occur, and are reflected in the CAFR in the final budget amounts
reported in the budgetary schedules. The Finance Department compiles the data and
submits a budget appropriations adjustment at mid -year to the Commission for
approval.
Chart 7 — Staff Organization Chart FY 2009/10
•
•
43
" " "
F Y 2 0 0 9 / 1 0 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
B o a r d o f C o m m i s s i o n e r s
L e g a l C o u n s e l
E x e c u t i v e D i r e c t o r
D e p u t y E x e c u t i v e D i r e c t o r
O f f i c e & B o a r d S e r v i c e s M a n a g e r
S e n i o r A d m i n i s t r a t i v e A s s i s t a n t
S e n i o r O f f i c e A s s i s t a n t
C h i e f F i n a n c i a l O f f i c e r
P r o c u r e m e n t & A s s e t s M a n a g e r
P r o c u r e m e n t & A s s e t s A d m i n i s t r a t e
A c c o u n t i n g & H u m a n R e s o u r c e s M a n a g e r
4 A c c o u n t i n g S u p e r v i s o r )
m i l A c c o u n t i n g T e c h n i c i a n ( 4 )
" L A c c o u n t i n g A s s i s t a n t )
A c c o u n t i n g C l e r l )
G o o d s M o v e m e n t M a n a g e
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F u n d B u d g e t s
B u d g e t a r y B a s i s
T h e C o m m i s s i o n a c c o u n t s f o r i t s 3 8 b u d g e t e d g o v e m m e n t a l f u n d s u s i n g t h e m o d i f i e d
a c c r u a l b a s i s o f a c c o u n t i n g a n d t h e c u r r e n t f i n a n c i a l r e s o u r c e s m e a s u r e m e n t f o c u s .
T h e b a s i s o f a c c o u n t i n g i s t h e s a m e a s t h e b a s i s o f b u d g e t i n g . R e v e n u e s a r e
r e c o g n i z e d a s s o o n a s t h e y a r e b o t h m e a s u r a b l e a n d a v a i l a b l e t o m e e t c u r r e n t y e a r
o b l i g a t i o n s . R e v e n u e s a r e c o n s i d e r e d t o b e a v a i l a b l e w h e n t h e y a r e g u a r a n t e e d a s t o
r e c e i p t , b a s e d o n e x p e n d i t u r e o f f u n d s ( i . e . , g o v e m m e n t m a t c h i n g f u n d s ) , o r c e r t a i n t o
b e r e c e i v e d w i t h i n 1 8 0 d a y s o f t h e e n d o f t h e f i s c a l y e a r . E x p e n d i t u r e s a r e g e n e r a l l y
r e c o r d e d w h e n a l i a b i l i t y i s i n c u r r e d ; h o w e v e r , d e b t s e r v i c e e x p e n d i t u r e s a r e r e c o r d e d
w h e n t h e p a y m e n t i s d u e .
C h a r t 8 - T o t a l F u n d E x p e n d i t u r e s a n d T r a n s f e r s O u t ( U s e s )
D e b t S e r v i c e
F u n d
1 5 %
F u n d S t r u c t u r e
G e n e r a l F u n d
5 %
S p e c i a l
R e v e n u e
F u n d s
4 6 %
T h e r e a r e 3 8 f u n d s t h a t a c c o u n t f o r t h e C o m m i s s i o n ' s b u d g e t e d r e s o u r c e s a n d a r e
c a t e g o r i z e d i n t o f o u r g o v e m m e n t a l f u n d t y p e s : G e n e r a l f u n d , s p e c i a l r e v e n u e f u n d s ,
c a p i t a l p r o j e c t s f u n d s , a n d D e b t S e r v i c e f u n d . T h e n u m b e r o f f u n d s h a s i n c r e a s e d f r o m
t h e 2 4 b u d g e t e d f u n d s i n c l u d e d i n t h e F Y 2 0 0 8 / 0 9 b u d g e t p r i m a r i l y a s a r e s u l t o f t h e
c o m m e n c e m e n t o f t h e 2 0 0 9 M e a s u r e A . T h e r e a r e f i v e f u n d s r e p o r t e d i n t h e G e n e r a l
f u n d a n d 2 9 i n t h e s p e c i a l r e v e n u e f u n d s . T h r e e c a p i t a l p r o j e c t s f u n d s a r e u s e d t o
a c c o u n t f o r c a p i t a l p r o j e c t e x p e n d i t u r e s f i n a n c e d w i t h s h o r t - o r l o n g - t e r m d e b t
p r o c e e d s . I n a d d i t i o n , t h e C o m m i s s i o n h a s o n e D e b t S e r v i c e f u n d t o a c c o u n t f o r d e b t
r e l a t e d a c t i v i t y .
4 7
Chart 9-Budgeted Funds Structure
Fivaaida Coadynougmativar-- •-:—Bedptd Audl'tmefn
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SYaaaadnw!
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Non -Budgeted Funds
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Specialiad That'll
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I
Dolt Seavix Fasse
In addition to the 38 budgeted governmental funds, the Commission has one fiduciary
fund comprised of an agency fund. The Commission does not adopt a budget for this
fund.
General Fund
Overview
The General fund of the Commission is used to account for all activities not legally
required or designated by Board action to be accounted for separately. For many public
agencies, the General fund is the largest fund; however, it is less significant for the
Commision. The Commission's largest revenue source is Measure A, a locally levied
sales tax that legally must be separately accounted for in special revenue funds. The
General fund receives a small portion of the Measure A sales tax revenue for
administration and operation of the Commission.
The Commission's commuter rail operations, short-range transit planning, fund
programming, right of way management, regional issues, and administration are
accounted for in the General fund.
The revenue sources for the General fund are Measure A sales tax for administration;
LTF sales tax for administration and planning, programming, and monitoring (PPM)
activities; LTF Article 4 funds for commuter rail transit operations and capital; user fees
•
48
from licenses; state highway account (SB 45) funding for project planning; various other
state and federal reimbursements not accounted for in other funds; and investment
income.
Chart 10 — General Fund Sources
Transfers In
Other 1%
3%
LTF Sales Tax
72%
Federal
Revenues
3%
State
Revenues
13%
Measure A
Sales Tax
8%
Table 24 — General Fund Sources FY 2008 — 2010
FY 07/08 FY 08/09 FY 08/09 FY 09/10 % Change % Change
Actual Revised Budget Projected Budget Actual Revised
MEASURE A SALES TAX $ 3,40Qp00 $ 3,400.000 $ 3,400,000 $ 3.000.000 -11.3% -11.8%
LTF SALES TAX 11,851,500 17,280,000 13,609,300 28,425,300 139.8% 64.7%
STATE FUNDING
STIP 283,100 1,493,200 1,116,300 843.600 198.0% -43.5%
Other 60,600 300.000 4,500,000 7325.7% 1400.0'/e
FEDERAL FUNDING
Other 1,997,800 3,839,900 3,815,000 1,100,000 -44.9% -71.4%
OTHER REIMBURSEMENTS
Local 509,000 509,400 474,600 382,500 -24.9% -24.9%
Miscellaneous 2,200 236,000 4,700 180,000 8081.8% -23.7%
USER FEES
Licenses and Leases 507,300 400,000 403,900 400,000 -21.2% 0.0%
OTHER 65,800 92,000 30,500 106,100 61.2% 15.3%
INVESTMENT INCOME 466,900 164,600 316,800 83,600 -82.1% -49.2%
TRANSFERS IN 291,000 264,300 58,000 591,100 1031% 123.6%
TOTAL GENERAL FUND
$ 19.435 2M $ 27 959 40Q $ 23.229.100 $ 39 6122200
103.8% 41.7%
Measure A sales tax revenues are used for administration and are $400,000 less than
the prior year due to the decreased Measure A revenues. The administrative allocation
is adjusted at mid -year based on required expenditures, but in no event will exceed four
percent (4%) of total Measure A revenues (including administrative salaries and
benefits).
LTF sales tax revenues fund administration, planning staff and studies, and transit
operations and capital for rail services. The changes compared to the prior year budget
are for the following reasons:
• Planning money is set by law at three percent (3%) of estimated LTF sales
tax revenues. The FY 2008/09 revised budget includes the effect of the mid-
year projection adjustment. This adjustment usually includes the
49
unapportioned carryover amount, which is not determined until after the fiscal
year end.
• Transit funding for commuter rail and bus transit operators is also tiedto
sales tax revenues; however, allocations are based on need to the extent that
revenues and reserved fund balance are available. In FY 2009/10, LTF
allocations from the Local Transportation Fund, a special revenue fund, to the
General fund increased $10,109,300 primarily to fund higher commuter rail
operating and capital contribution expenditures to SCRRA.
• Allocations aggregating $6,750,000 for local jurisdictions' grade separation
projects are included in the FY 2009/10 General fund budget.
STIP revenues fund PPM activities, which may vary annually. Other state revenues
include a $4,500,000 allocation from the State Transit Assistance special revenue fund
to fund a portion of the increased capital contribution expenditures to SCRRA. Federal
revenues are primarily reimbursements for geotechnical studies related to the proposed
Irvine -Corona Expressway. Other reimbursements are from other local agencies related
to the geotechnical studies and the construction of the Perris Multimodal Transportation
Facility, a portion of the security costs at the commuter rail stations, and a grant from
WRCOG related to the interregional partnership study.
•
50
Table 25 General Fund Uses FY 2008 - 2010
FY 07/08 FY 08/09 FY 08/09 FY 09/10 %. Change %: change
Actual Revised Budget Projected Budget Actual Revised
Personnel Salary and Fringe Benefits $ 3,556,600 $ 3,328,900 $ 3,094,000 $ 3,101,400 -12.8% 88%
Professional and Support
Legal Services 301,600 486,600 390,100 481,000 59.5% 1.2%
Financial Advisory 3,100 38,100 10,000. 50,000 151,2.9% 31.2%
Audit Sennces 422,803 485.600 471,003 545,000 28.9% 122%
Professional Services -Other 1,198,600 2,516,300 1,547,800 2,718.100 126.8% 8.0%
Lease/Utilities 333,300 396,000 415,903 410,000 23.o%3.8%
General 254,800 368,700 264,200. 314.700 23.5% -14.6%
Communications 95,400 94,400 42,600 97,400 2.1% 3.2%
Maintenance 169,000 337,000 356,400 554,500 228.1% 64.5%
Insurance - 402,700 571,003 327,000 390,000 -3.2% -31.7%
Staff Related 175,103 236,000 116,600 212,800. 21.5% -9.8%
InfonnatiONPub6City 156.900 190.200 145.000 183,000 16.6% 3.8%
SUBTOTAL 3.513,300 5,719,100 4,0136,600 5,956,500 69.5% 4.2%
Project and Operations
Projects - General 118,000 25,000 49,100 N/A-58.4%.
Rail Operations 1,899.960 1,959,000 2085,000 2,492260 312% 27.2%
.Engineering 2,800 10,000 --100.0%-100,0%
Construction - - WA WA
Right of Way 66,100 20.000 8,400 20,000 -69.7% 0.0%
Operating and Capital Contributions 6,510,460 10,979,600 7,615,600 27,330,000 319.8% 148.9%
Special Studies 2,604.700 6 049 500 5 367 200 2.062.800 20:6% -65.9%-
SUBTOTAL 11,083,900 19.136,100 15,101,200 31,954,100 188.3% 67.0%
Other
LTF Disbursements
Capital Oullay
SUBTOTAL
992,500 1,050,000 1.050.000 900,000 -9.3% -14.3%
111,760 856600 347,000 375,500 236.2% -56.2%
1,104,200 1,906,600 1,397,000 1,275,500 15.5% 33.1%
Debt Service
Principal Payments WA WA
Interest Payments _ - WA WA
Arbitrage Rebate Tax _ _ N/A WA
SUBTOTAL -
- - N/A WA
TRANSFERS OUT - - 14.369 N/A WA
TOTAL GENERAL FUND $ 19 258.009 $ 30.090.700 $ 23. 678,1100 $ 42.301 800 119.7% 40-_6%
Personnel salary and fringe benefits have decreased from the FY 2008/09 budget by
6.8%- This decrease is due to the retirement of three staff in FY 2008/09, as a portion
of their time, and related salaries and benefits, was usually distributed to General fund
activities.
Professional and support expenditures are comparable to the prior year's budget.
Project and operations expenditures increased 67.0% as a result of increased
commuter rail station operating and maintenance expenditures, a $14,600,400 increase
in rail operating and capital contributions to SCRRA, a $1,750,000 increase in
allocations for local jurisdictions' grade separation projects, and a $3,500,000 decrease
in special studies related to the geotechnical studies.
51
Other expenditures have decreased 33.1 % because of a decrease in LTF allocations
for planning activities based on the decline in LTF sales tax revenues and a reduction in
capital outlay related to computer improvements substantially completed in FY 2008/09.
The transfer out of $14,300 is from right of way management lease revenues to the
1989 Measure A Western County Highways special revenue fund related to the I-
2151SR-60 East Junction HOV lanes connector project.
Special Revenue Funds
Overview
The Commission's special revenue funds are legally restricted as to use. Measure A
sales tax, LTF sales tax, Westem County TUMF, state budgetary allocations, and
vehicle registration fees are all accounted for in the 29 special revenue funds. State and
federal reimbursements and project matching funds are used to supplement the
Measure A sales tax revenues.
The special revenue funds' resources are expended on County highway, rail, regional
arterial, and new corridors engineering, right of way acquisition, and construction; local
streets and roads maintenance, repair, and construction; economic development
incentives; bond financing; bicycle and pedestrian facilities; education and incentive
programs to encourage use of alternate modes of transportation; special social service
transportation programs; public transit operations and capital needs; and motorist
towing and freeway call box assistance.
REVENUES AND OTHER SOURCES
Chart 11 — Special Revenue Funds Sources
Transfers In
20%
Other
1%
TUMF
4%
Federal
Revenues
8%
State Revenues
9%
Interest
1%
LTF
19%
Measure A
38%
52
Table 26 -Special Revenue Funds Sources FY 2008 -2010
FY 07108 FY 013.409 re mos FY 09r1D- %Change %Change
Actual Revised Budget Prciected Budget Actual Revised
MEASURE A SALES TAX
H1991mYs $ 45,356,800 5 39,714,000 $ 38256,000 $ 27,08t,000 -40.3% -31.8%
Rail 16,808,800 15,063.000 14.510,000 --100.0%-100.0%
Regional Arterials 13,823,500 1aiwhom 11,734,000 7,885,000 -42.4% -34.6%
Higfivays and Regional Arterials - 14202.000 WA WA
Local Sheets and Roads - 54,512,400 48,034,000 46,771,000 36,591,000 32.9% -23.8%
Commuter Assistance 7590.100 2282.000 2,198.000-100.0%-100.0%
Specialized Transit 6,045,900 5.327,000 5,131,000-100.0%-100.0%
PubBc Transit - 14,614.000 WA WA
Economic Development Incentives 1,053,000 WA WA
New CarnOors - 9,827000 WA WA
Bond Financing - _ 7,172,000 NJA Wil
TOTAL MEASURE 130137,500 122.600,000 118,100,000 118.500,000 -14.8% 3.3%
LTF SALES TAX
ArBde 4 Transit 70267,300 61319,030 59.000000 58216.600 -15.7% -3.5%
STATE FUNDING .
FSP Budgetary Allocation 1,437,000 1,474,000 1.485,600. 1,734,600 20.7% 17.7%
STIP 1.974,400 31.057200 10,426.500 20.945,000 960.8% -32.6%
State Transit Assistance 10,923,400 9,300,000 4,889,400 --100.0%-100.014
State Otter 6,870,700 11,552,900 4,209,600 3,767,600 -452% -67.4%
FEDERAL FUNDING
Federal Transil Administration
Congestion Mitigation and Arc (Duality
Federal Other
4,170,700 10,950,000 5,089,600 10,980,000 163.3% 0.3%
1,984,500 9,425,300 5,057,100 8,750,200 340.9% -72%
343503 3,393,000. 5.272,500 3,823090 1013.2% 12.7%
OTHER REIMBURSEMENTS
Local 1,428,800 1,140,600 L166,000 614.300 -57.0% -46.1%
Miscellaneous 362.100 1,000,000 1,622,200 822,000 127.0% •17.8%
USER FEES
Vehicle Registration Fees 1,684,100 1.495,000 1.336.200 1.450030 -13.9% -3.0%
TUMF REVENUE 14,556.000 7,730030 9.999000 11,475,000 -21.2% 48.4%
OTHER 1,499,900 1,435,200 93,800 --100.0%-100.0%
INVESTMENT INCOME 20379,400 6,602,800 6,707,400 3,073,900 -84.9% -53.4%
TRANSFERS IN 790.803 33387.400 49998,400 60,069,900 7496.1% 79.9%
TOTAL SPECIAL REVENUE FUNDS
t 277 810190 R 3126ffi4Dl 9 26445@?ly1 S :1A5222_21 B.
Measure A Special Revenue Funds
Of the special revenue funds, 24 are funded primarily with Measure A sales tax
revenue: five 1989 Measure A and ten 2009 Measure A Westem County operating
funds, four 1989 Measure A and three 2009 Measure A Coachella Valley operating
funds, and one 1989 Measure A and one 2009 Measure A Palo Verde Valley operating
funds.
Since the 1989 Measure A terminates on June 30, 2009, the ten 1989 Measure A
operating funds will be closed upon the completion of the specific projects and
programs. With the commencement of the 2009 Measure A on July 1, 2009, the 14
operating funds will be in existence for the 30-year term. These funds account for all
Measure A project and program expenditures and transfers of debt proceeds.
53
Chart 12 — Measure A Sales Tax Revenues by Geographic Area
Palo Verde
Valley
1%
Coachella
Valey
24%
Western
County
75%
Western County Measure A Operating Funds
These special revenue funds account for Western County's approximately 75%b share
of the Measure A sales tax. Since the sales tax leverages state and federal dollars,
most of the Commission's reimbursements flow through these funds.
Chart 13 — Western County Percentage of Total Special Revenue Fund Sources
Other Funds
35%
Westem
County
Measure A
Operating
Funds
65%
54
Table 27 — Western County Measure A Operating Funds Sources FY 2009 — 2010
Measure A Sales Tax
Highways
Rail
Regional Arterials
Local Streets and Roads
Commuter Assistance
Specialized Transit
Public Transit
Economic Development Incentives
New Corridors
Bond Financing
Total Measure A
FY 08/09 FY 09/10
Revised Budget Budget
$ 35,146,000 $
15,063,000
36,516,000
2,282,000
2,282,000.
Dollar
Variance
27,081,000 $ (8,065,000)
(15,063,000)
7,965,000 7,965,000
25,751,000 (10,765,000)
(2,282,000)
(2,282,000)
10, 354,000 10, 354,000
1,053,000 1,053,000
9,822,000 9,822,000
7,172,000 7,172,000
91,289,000 89,198,000
Local Transportation Fund Sales Tax 1,339,000 216,600
State Funding
State Other 11,258,400 3,476,400
STIP 31,057,200 20,945,000
Federal Funding
Congestion Mitigation and Air Quality 9,425,300 8,575,200
Federal Transit Administration 10,950,000 10,980,000
Federal Other 1,700,000 2,650,800
TUMF 2,730,000 6,475,000
Other Miscellaneous Reimbursements 1,000,000 762,000
Local Revenue 557,000 530,800
Investment Income 3,575,100 1,530,900
Transfers In 26.762A00 52.846,200
(Z091,000)
(1,122,400)
(7,782,000)
(10,112,200)
(850,100)
30,000
950,800
3,745,000
(238,000)
(26,200)
(2,044,200)
26,083.800
TOTAL Western County Measure A $ 191 643 400 $ 198.186 90Q $ 6 543 500
% Change
Estimated
-22.9%
-100.0%
N/A
-29.5%
-100.0%
-100.0%
WA
N/A
N/A
N/A
-83.8%
- 69.1%
- 32.6%
-9.0%
0.3%
55.9%
1372%
-23.8%
-4.7%
-57.2%
97.5%
3.4%Q
As Table 27 demonstrates, total sources for the Western County operating funds are
3.4% above the prior year's budget, principally due to TUMF reimbursements and
transfers in representing commercial paper funding offset by decreases in Measure A
sales tax revenues, state funding, and investment income.
The overall decline in total budgeted Measure A sales tax revenues of 3.6% is reduced
in Western County to 2.3% due to the impact of taxable sales changes on the
geographic allocation formula. For FY 2008/09, the Western County's share was 74%.
FY 2009/10 Measure A sales tax revenues reflect the Western County programs under
the 2009 Measure A, which has variations from the 1989 Measure A.
Coachella Valley Measure A Operating Funds
These special revenue funds account for Coachella Valley's 24% share of the Measure
A sales tax.
55
Chart 14 — Coachella Valley Percentage of Total Special Revenue Fund Sources
Coachella
Valley
Measure A
Operating
Funds
10%
Other
Funds
91%
Table 28 — Coachella Valley Measure A Operating Funds Sources FY 2009 — 2010
FY 08/09 FY 09/10 Dollar % Change
Revised Budget Budget Variance Estimated
Measure A Sales Tax
Highways
Regional Arterials
Highways and Regional Arterials
Local Streets and Roads
Specialized Transit
Public Transit
Total Measure A
Other Miscellaneous Reimbursements
Investment Income
Transfers In
TOTAL Coachella Valley Measure A
$ 4,568,000 $ $ (4,568,000)-100.0%
12,180,000 (12,180,000)-100.0%
14,202,000 14,202,000 N/A
10,658,000 9,941,000 (717,000) -6.7%
3,045,000 (3,045,000)-100.0%
4.260.000 4,260,000 N/A
30,451,000 28,403,000 (2,048,000) -6.7%
1,430,200 (1,430,200)-100.0%
130,400 46,300 (84,100) -64.5%
4.125,000 (4,125,000)-100.0%
$ 36.136.6li $ 28.449.300 $ (7.687.300) 21.3%
As shown in Table 28, total sources for the Coachella Valley operating funds are 21.3%
below the prior year's budget due to the decline in Measure A sales tax revenues, the
conclusion of annual debt service payments from CVAG, and no requirement for
transfers in of commercial paper proceeds. The overall decline in total budgeted
Measure A sales tax revenues of 3.6% is in addition to the impact of taxable sales
changes on the geographic allocation formula. For FY 2008/09, the Coachella Valley's
share was 25%. Other miscellaneous reimbursements in FY 2008/09 represented the
Coachella Valley TUMF program's final share of the debt service on the 1993 Series A
sales tax revenue bonds used to fund regional arterial improvements.
Palo Verde Valley Measure A Operating Fund
This special revenue fund accounts for Palo Verde Valley's 1% share of the Measure A
sales tax.
56
Chart 15 - Palo Verde Valley Percentage of Total Special Revenue Fund Sources
Palo Verde Valley
Measure A
Operating Fund
0%
Table 29 - Palo Verde Valley Measure A Operating Fund Sources FY 2009 - 2010
FY 08/09 FY 09/10 Dollar % Change
Revised Budget Budget Variance Estimated
Measure A Local Streets and Roads
Investment Income
$ 860,000 $ 899,000 $ 39,000 4.5%
1,300 700 (600) -46.2%
TOTAL Palo Verde Valley Measure A $ 861 300 $ 899 700 $ 38.400 4.5%
The Measure A sales tax revenues are affected by the impact of shifts in taxable sales
changes on the geographic allocation formula as well as the overall changes in
Measure A sales tax revenue levels.
Non -Measure A Special Revenue Funds
The non -Measure A special revenue funds account for funding from TDA's LTF and
STA, TUMF, and motorist services.
Table 30 - Local Transportation Fund Sources FY 2009 - 2010
FY 08/09 FY 09/10 Dollar To Change
Revised Budget Budget Variance Estimated
Local Transportation Fund Sales Tax $ 60,000,000 $ 59,000,000 $ (1,000,000) -1.7%
Investment Income
TOTAL Local Transportation Funds
1,295.500 627,900 (667,500) -51.5%
$ 61.295.500 5 59.627.900 $ (1 667 6001
-2.7%Q
The LTF special revenue fund derives its revenue from one quarter of one cent of the
state sales tax that is returned to source, and the LTF sales tax revenue in FY 2009/10
is projected to be slightly lower. Investment income is expected to decrease significantly
as a result of declining yields on investments and cash balances due to the use of a
portion of available fund balance for FY 2009/10 expenditure requirements.
57
Table 31 — Transportation Uniform Mitigation Fee Fund Sources FY 2009 - 2010
FY 08/09 FY 09/10 Dollar % Change
Revised Budget Budget Variance Estimated
Transportation Uniform Mitigation Fee $ 5,000,000 $ 5,000,000 $ 0.0%
Local Revenue 500,000 (500,000)-100.0%
Federal Other 1,693,000 1,173,000 (520,000) -30.7%
Investment Income 1,141,900 606,900 (535,000) -46.9%
Transfers In 2.500.000 6,790,000 4,290,000 171.6%
TOTAL TUMF
$ 10834-900 $ 13.569.900 $ 2 735 000
The TUMF fund accounts for the Commission's share of developer fee assessments on
new residential and commercial developments in Westem County for regional arterials
and CETAP corridors. TUMF revenue is projected to remain unchanged due to the
weakened housing market. No local revenue is expected due to the completion of the I-
15/Cajalco Road interchange preliminary engineering, which costs were reimbursed by
the city of Corona. Federal revenues are related to federal reimbursements on the SR-
79 realignment project. The transfer in for FY 2009/10 relates to an intrafund borrowing
of TUMF CETAP funds to provide funding for regional arterial expenditures. In the prior
year, the transfer in was related to commercial paper funding for the SR-91/Green River
Road interchange, which has been completed.
Chart 16- Motorist Services Funds Sources
SAFE
41%.
FSP
59%
Table 32 — Freeway Service Patrol Fund Sources FY 2009 — 2010
FY 08/09 FY 09/10 Dollar % Change
Revised Budget Budget Variance Estimated
State Budgetary Allocation $ 1,474,000 $ 1,734,600 $ 260,600 17.7%
State Other 294,500 291,200 (3,300) -1.1%
Local Revenue 83,600 83,500 (100) -0.1%
Investment Income 14,500 5,700 (8,800)-60.7°%
Transfer from SAFE - 433,700 433,700 N/A
TOTAL Freeway Service Patrol
$ 1 866.600 $ 2.548.700 $ 682.100 3G.5 %
The FSP fund accounts for the state and local resources provided to cover the costs of
servicing stranded motorists in covered service areas and construction zones by means
of towing, changing tires, and providing fuel. Due to the accumulation of resources in
the FSP fund balance in prior years, the transfer in from the SAFE special revenue fund
was not required in FY 2008/09; however, it has been reinstated for FY 2009/10.
58
"
"
"
T a b l e 3 3 - S e r v i c e A u t h o r i t y f o r F r e e w a y E m e r g e n c i e s F u n d S o u r c e s F Y 2 0 0 9 - 2 0 1 0
F Y 0 8 / 0 9 F Y 0 9 / 1 0 D o l l a r % C h a n g e
R e v i s e d B u d g e t B u d g e t V a r i a n c e E s t i m a t e d
V e h i c l e R e g i s t r a t i o n F e e s $ 1 , 4 9 5 , 0 0 0 $ 1 , 4 5 0 , 0 0 0 $ ( 4 5 , 0 0 0 ) - 3 . 0 %
F e d e r a l - C M A Q 1 7 5 , 0 0 0 1 7 5 , 0 0 0 N / A
O t h e r M i s c e l l a n e o u s R e i m b u r s e m e n t s 5 , 0 0 0 6 0 , 0 0 0 5 5 , 0 0 0 1 1 0 0 . 0 %
I n v e s t m e n t I n c o m e 8 4 , 1 0 0 6 0 , 7 0 0 ( 2 3 , 4 0 0 ) - 2 7 . 8 %
T O T A L S A F E
$ 1 . 5 8 4 . 1 0 0 $ 1 7 4 5 7 0 0 $ 1 6 1 . 6 0 0 1 0 . 2 2 2
T h e S A F E f u n d a c c o u n t s f o r t h e $ 1 p e r v e h i c l e r e g i s t r a t i o n f e e l e v i e d o n a l l r e g i s t e r e d
v e h i c l e s w i t h i n t h e C o u n t y . I t f u n d s e m e r g e n c y a i d c a l l b o x e s l o c a t e d s t r a t e g i c a l l y o n
t h e h i g h w a y s t h r o u g h o u t t h e C o u n t y . C o m m e n c i n g i n F Y 2 0 0 9 / 1 0 , t h e S A F E f u n d w i l l
" a l s o f u n d t h e I n l a n d E m p i r e 5 1 1 s y s t e m . T h e C o n g e s t i o n M i t i g a t i o n a n d A i r Q u a l i t y
( C M A Q ) r e i m b u r s e m e n t s r e p r e s e n t t h e p a s s - t h r o u g h f u n d s f r o m S A N B A G a s i t s s h a r e
o f t h e I n l a n d E m p i r e 5 1 1 s y s t e m o p e r a t i n g c o s t s . O t h e r m i s c e l l a n e o u s r e i m b u r s e m e n t s
i n c l u d e r e c o v e r i e s f r o m c a l l b o x k n o c k d o w n s . D u r i n g F Y 2 0 0 8 / 0 9 a c o l l e c t i o n a g e n c y
w a s h i r e d b y t h e C o m m i s s i o n t o m o r e a g g r e s s i v e l y p u r s u e r e c o v e r i e s f r o m t h e p a r t i e s
a t f a u l t , o r t h e i r i n s u r a n c e c o m p a n i e s .
T a b l e 3 4 - S t a t e T r a n s i t A s s i s t a n c e F u n d S o u r c e s F Y 2 0 0 9 - 2 0 1 0
F Y 0 8 / 0 9 F Y 0 9 / 1 0 D o l l a r % C h a n g e
R e v i s e d B u d g e t B u d g e t V a r i a n c e E s t i m a t e d
S t a t e B u d g e t a r y A l l o c a t i o n
I n v e s t m e n t I n c o m e
T O T A L S t a t e T r a n s i t A s s i s t a n c e
$ 9 , 3 0 0 , 0 0 0 $ - $ ( 9 , 3 0 0 . 0 0 0 ) - 1 0 0 . 0 %
3 6 0 , 0 0 0 1 9 4 . 8 0 0 ( 1 6 5 . 2 0 0 ) - 4 5 . 9 %
S 9 . 6 6 0 . 0 0 0 $ 1 9 4 . 8 0 Q $ { 9 . 4 6 5 . 2 0 0 1 - 9 8 . 0 %
T h e S T A f u n d a c c o u n t s f o r t h e s t a t e b u d g e t a r y a l l o c a t i o n f o r r a i l a n d b u s t r a n s i t
o p e r a t i o n s a n d c a p i t a l r e q u i r e m e n t s . T h e a l l o c a t i o n i s s t r i c t l y b a s e d o n e s t i m a t e s o f g a s
t a x r e v e n u e s a n d i s p r o v i d e d b y t h e C o n t r o l l e r o f t h e S t a t e o f C a l i f o r n i a . I t i s s u b j e c t t o
a n a n n u a l s t a t e b u d g e t a p p r o p r i a t i o n . A s a r e s u l t o f t h e S t a t e ' s b u d g e t i s s u e s , t h e S T A
a l l o c a t i o n s b e g i n n i n g i n F Y 2 0 0 9 / 1 0 w e r e s u s p e n d e d . I n v e s t m e n t i n c o m e i s e x p e c t e d t o
d e c r e a s e s i g n i f i c a n t l y b e c a u s e o f d e c l i n i n g y i e l d s o n i n v e s t m e n t s a n d c a s h b a l a n c e s
d u e t o t h e u s e o f a v a i l a b l e f u n d b a l a n c e f o r F Y 2 0 0 9 / 1 0 e x p e n d i t u r e s r e s u l t i n g f r o m t h e
s u s p e n s i o n o f s t a t e a l l o c a t i o n s .
5 9
EXPENDITURES AND OTHER USES
Chart 17 — Special Revenue Funds Uses
LTF
Transfers Out Disbursements
2% 17%
Local Streets and
Roads
9%
Other
4%
Projects and
Operations
68%
•
•
60
"
"
"
T a b l e 3 5 - S p e c i a l R e v e n u e F u n d s U s e s F Y 2 0 0 8 - 2 0 1 0
F Y 0 7 1 0 8 F Y 0 8 1 0 9 F Y 0 8 / 0 9 F Y 0 9 / 1 0 % . C h a n g e % C h a n g e
A c t u a l R e v i s e d B u d g e l P r o j e c t e d B u d g e t A c t u a l R e v i s e d
P e r s o n n e l S a l a r y a n d F r i n g e B e n e f i t s
1 , 9 0 3 , 4 0 0 $ 3 , 4 1 4 , 1 0 0 $ 2 , 0 3 1 , 1 0 0 - $ 2 , 9 5 1 , 9 0 0 5 5 . 1 % - 1 3 . 5 %
P r o f e s s i o n a l a n d S u p p o r t _
L e g a l S e r v i c e s 8 6 4 , 8 0 0 1 . 4 4 5 , 9 0 0 1 , 4 4 1 . 5 0 0 3 , 8 6 4 . 5 0 0 3 4 6 . 9 % 1 8 7 . 3 %
F i n a n c i a l A d v i s o r y 1 0 0 - 1 , 9 0 0 - - - 1 0 0 . 0 % - 1 0 9 0 %
A u d d S e r v i c e s 2 2 , 9 0 0 6 2 , 2 0 0 2 0 , 0 0 0 5 5 , 0 0 0 1 4 0 . 2 % - 1 1 . 6 %
P r o f e s s i o n a l S e r v i c e s - O t h e r 5 9 6 , 4 0 0 1 , 5 9 0 , 6 0 0 1 , 1 2 0 , 6 0 0 8 , 3 2 4 , 7 0 0 1 2 9 5 . 8 % 4 2 3 . 4 %
L e a 5 8 l U N i l i e s 5 7 , 2 0 0 1 0 9 , 7 0 0 6 5 , 3 0 0 6 , 1 0 0 - 8 9 . 3 % - 9 4 . 4 %
G e n e r a l 2 8 6 , 3 0 0 2 8 3 , 7 0 0 2 3 4 , 2 0 0 2 7 4 , 9 0 0 3 . 2 % - 3 . 1 %
C o m m u n i c a t i o n s 4 6 , 3 0 0 5 7 , 3 0 0 6 0 , 6 0 0 6 5 , 6 0 0 4 1 . 7 % 1 4 . 5 %
M a i n t e n a n t e 3 2 , 5 0 0 1 , 8 5 4 , 6 0 0 3 2 0 , 0 0 0 9 3 9 , 5 0 0 2 7 9 0 . 8 % - 4 9 . 3 %
i n s u r a n c e 2 0 , 4 0 0 2 9 , 0 0 0 - - - 1 0 0 . 0 % - 1 0 0 . 0 %
S t a b R e l a t e d 3 1 , 1 0 0 1 3 6 . 6 0 0 8 4 , 1 0 0 1 2 1 , 1 0 0 2 8 9 . 4 % - 1 1 . 3 %
I n f o m a t i c u P P u b l i c i t y l a m e 2 2 4 3 0 0 2 3 2 . 0 0 0 2 2 6 . 0 0 0 2 2 , 0 5 1 9 3 %
T O T A L P R O F E S S I O N A L A N D S U P P O R T 2 , 1 1 2 , 6 0 0 5 , 7 9 5 , 8 0 0 3 , 5 7 8 , 3 0 0 1 3 , 8 7 7 , 4 0 0 5 5 6 . 9 % 1 3 9 . 4 %
P r o j e c t s a n d O p e r a t i a w
P r o g r a m M a n a g e m e n t 3 , 7 5 5 , 6 0 0 6 , 2 3 1 3 , 3 0 0 4 . 0 2 4 , 9 0 0 5 , 7 5 2 , 0 0 0 5 3 . 2 % - 7 . 8 %
P a r k a n d R i d e L e a s e P a y m e n t s 4 7 , 5 0 0 1 9 0 , 0 0 0 1 5 0 . 0 0 0 1 2 0 . 0 0 0 1 5 2 . 6 % - 3 6 . 8 %
P r o j e c t s - G e n e r a l 6 9 , 3 0 0 4 8 0 , 0 0 0 3 2 , 6 0 0 8 , 6 0 0 , 0 0 0 1 2 3 0 9 . 8 % 1 6 9 1 . 7 %
M o t o r i s t A s s i s t a n c e 3 , 8 3 3 , 6 0 0 3 , 0 2 5 . 3 0 0 2 . 3 6 4 , 9 0 0 2 . 7 9 9 , 0 0 0 - 2 7 . 0 % - 7 . 5 %
C o m m u t e r A s s i s t a n c e 2 , 1 7 3 , 8 0 0 2 , 7 2 2 , 2 0 0 2 . 6 3 9 . 3 0 0 2 , 7 7 7 , 2 0 0 2 7 . 8 % 2 . 0 %
E n g i n e e r i n g 2 0 , 6 1 4 , 0 0 0 7 0 , 3 3 2 , 6 0 0 5 0 . 6 6 7 , 5 0 0 5 8 . 5 9 0 , 9 0 0 1 8 4 . 2 % - 1 6 . 7 %
C o n s t r u c t i o n 3 8 , 1 4 7 , 8 0 0 1 0 0 , 6 0 4 , 6 0 D 8 0 . 3 8 6 . 3 0 0 5 8 . 5 2 6 , 3 0 0 6 1 . 9 % - 4 1 . 8 %
R i g h t o f W r y - 3 4 , 6 9 9 , 7 0 0 1 2 2 , 6 6 0 , 0 0 0 5 6 , 3 2 3 , 0 0 0 1 1 4 , 5 8 9 , 8 0 0 2 3 0 . 2 % 4 3 . 6 � %
S p e c i a l S t u d i e s 5 4 5 , 1 0 0 5 4 7 . 5 0 0 2 5 7 , 7 0 0 1 7 0 , 0 0 0 - 6 8 . 8 % - 6 8 . 9 %
P u d i c a n d S p e c i a 9 z e d T r a n s k 5 , 5 3 7 , 7 0 0 7 , 4 7 0 , 4 0 0 4 , 6 5 1 , 8 0 0 1 0 . 2 9 8 . 3 0 0 8 6 . 0 % 3 7 . 9 %
S t a t e T r a n s i t A s s i s t a n c e 1 , 2 0 0 , 4 0 0 2 2 , 9 2 8 , 0 0 0 1 3 , 7 7 5 , 6 0 0 6 , 9 6 2 , 0 0 0 4 8 0 . 0 % - 6 9 . 6 %
R e g i o n a l A r t e r i a l s 9 , 9 0 6 . 1 0 0 8 , 7 8 1 . 3 0 0 8 , 7 8 1 , 3 0 0 1 5 . 5 8 3 , 4 0 0 5 7 . 3 % 7 7 . 5 %
C a p i t a l C a n t n b u t i o n 4 0 2 , 0 0 0 _ " - - 1 0 0 0 % N M
T O T A L P R O J E C T S A N D O P E R A T I O N S B 8 . 9 3 2 , 6 0 0 3 4 5 . 9 8 0 . 2 0 0 2 2 4 . 0 5 4 , 9 0 0 2 8 4 , 7 7 0 , 9 0 0 1 3 9 . 4 % - 1 7 . 7 %
O t h e r
L o c a l S t r e e t s a n d R o a d s
C I F D i s b u r s e m e n t s
C a p i t a l O u t l a y
5 4 , 5 1 6 . 4 0 0 4 6 , 5 6 2 , 3 0 0 4 4 , 7 9 9 , 3 0 0 3 5 , 9 0 8 , 9 0 0 - 3 4 . 1 % - 7 2 . 9 %
8 1 , 3 1 1 , 6 0 0 7 9 , 3 8 1 , 0 0 0 6 5 , 2 4 4 . 8 0 0 7 2 , 9 0 0 . 5 0 0 - 1 0 . 3 % - 8 . 2 � %
2 2 3 . 3 0 0 9 5 1 . 3 0 0 4 7 5 . 3 0 0 7 3 5 0 0 0 2 2 9 . 2 %
T O T A L O T H E R 1 3 6 , 0 5 1 , 3 0 0 1 2 6 . 8 9 4 , 8 0 0 1 1 0 , 5 1 9 , 4 0 0 1 0 9 , 5 4 4 , 4 0 0 - 1 9 . 5 % - 1 3 . 7 %
D e b t S e r v i c e
I n t e r e s t P a y m e n t s 1 5 4 . 2 0 0 - - 6 , 5 0 0 , 0 0 0 4 1 1 5 . 3 % 0 . 0 %
T O T A L D E B T S E R V I C E 1 5 4 , 2 0 0 8 , 5 0 0 , 0 0 0 4 1 1 5 . 3 % 1 1 / A
T R A N S F E R S O U T 3 5 . 0 8 4 . 4 0 Q 3 6 7 3 7 7 0 0 3 7 1 2 9 8 0 0 1 0 3 7 7 3 0 0 - 7 0 4 % - 7 1 . 8 %
T O T A L S P E C I A L R E V E N U E F U N D S $ 2 9 4 2 3 8 5 Q 0 $ 5 1 8 8 7 2 4 0 Q $ 3 7 7 - 3 1 3 5 0 Q B 4 2 8 0 2 1 . 9 0 0 4 5 5 6 - 1 7 5 %
M e a s u r e A S p e c i a l R e v e n u e F u n d s
T h e M e a s u r e A s p e c i a l r e v e n u e f u n d s e x p e n d m o n i e s o n c a p i t a l c o n s t r u c t i o n a n d
i m p r o v e m e n t s t o h i g h w a y s , c o m m u t e r r a i l , r e g i o n a l a r t e r i a l s , n e w c o r r i d o r s , a n d l o c a l
s t r e e t s a n d r o a d s . F u n d i n g i s a l s o r e s e r v e d f o r c o m m u t e r a s s i s t a n c e , p u b l i c a n d
s p e c i a l i z e d t r a n s i t , a n d e c o n o m i c d e v e l o p m e n t i n c e n t i v e s p r o g r a m s a s w e l l a s b o n d
f i n a n c i n g c o s t s . T h e C o m m i s s i o n i s a s e l f - h e l p c o u n t y , a n d , a s s u c h o n m a j o r h i g h w a y
p r o j e c t s , t h e C o m m i s s i o n s u p p l e m e n t s t h e S t a t e ' s s p e n d i n g . U p o n c o m p l e t i o n o f t h e
p r o j e c t s , C a l t r a n s t a k e s o v e r t h e m a i n t e n a n c e a n d o p e r a t i o n s o f t h e p r o j e c t s .
A l l r e v e n u e s f r o m t h e M e a s u r e A s a l e s t a x h a v e b e e n p l e d g e d a s s e c u r i t y f o r t h e
C o m m i s s i o n ' s s e n i o r s a l e s t a x r e v e n u e b o n d s a n d c o m m e r c i a l p a p e r n o t e s . D e b t
s e r v i c e o n t h e b o n d s i s r e c o r d e d i n t h e D e b t S e r v i c e f u n d , a n d m o s t o f t h e r e s o u r c e s
6 1
for the cash payments are provided through transfers out by the Measure A special
revenue funds for the 2009 Measure A bonds. Debt service, consisting of a
$50,000,000 principal payment as well as interest, for the commercial paper notes is
recorded in a capital projects fund, as the notes will be paid from 2009 Measure A sales
tax revenues or refinanced with proceeds from sales tax revenue bonds.
Western County Measure A Operating Funds
Table 36 — Western County Measure A Operating Funds Uses FY 2009 — 2010
Personnel, Professional and Support
Measure A Program Management
Park and Ride Lease Payments
Projects -General
Highway.
Rail
Commuter Assistance
Public and Specialized Transit
Local Streets and Roads
Regional Arterial
Economic Development
Special Studies
Capital Outlay
Debt Service
Transfers Out
FY 08/09
Revised Budget
$ 7,967,000
5,904,300
190,000
480,000
108,406,600
43,490,000
5,022,200
4,425,400
35,044,300
2,000,000
10,000,000
547,500
907.800
28.839.200
FY 09/10
Budget
$ 15,677,600
5,619,000
120,000
8,600,000
125,185,200
62,772,000
2,777,200
6,038,300
25,751,000
170,000
735.000
6,500,000
1,153 900
Dollar
Variance
$ 7,710,600
(285,300)
(70,000)
8,120,000
16,778,600
19,282,000
(2245,000)
1,612,900
(9293,300)
(377,500)
(172,800)
6,500,000
(27,685,3001
TOTAL Westem County Measure A $ 253.724.300 $ 261.099.200 $ 7.874 900
% Change
Estimated
96.8%
-4.8%
-36.8%
1691.7%
15.5%
44.3%
-44.7%
36.4%
-26.5%
-100.0%
100.0%
68.9°%
-19.0°%
N/A
Westem County personnel, professional, and support expenditures have almost
doubled as a result of the implementation of the Inland Empire 511 system, specialized
professional services required for the SR-91 corridor improvements project, and the
development of the fourth main track by Burlington Northern Santa Fe (BNSF) required
by various rail capital improvements. General project expenditures include $8,425,000
for the design -build phase of the SR-91 corridor improvements related to project
management and interagency support.
The Western County highway expenditures include progress toward completion of 1989
Measure A projects such as the SR-91 HOV lanes/Adams Street to SR-60/SR-91/1-215
interchange, SR-91Nan Buren interchange, and SR-74/G Street to 1-215 interchange.
Additionally, advance project development activities related to the 10-Year Westem
County Highway Delivery Plan will continue for the SR-91, 1-15, and 1-215 corridor
improvements. Rail expenditures include the Perris Valley Line and related rail
improvements and the Riverside layover facility.
The decrease in commuter assistance is due to the completion of the I-15/1-215 traffic
flow detection project. The increase in public and specialized transit expenditures is
attributable to $1,918,300 for Western County intercity bus service and Consolidated
Transportation Service Agency (CTSA) administration expenditures funded by the 2009
Measure A. The 1989 Measure A did not include funding for these public transit
programs. Local streets and roads expenditures decreased because of the decline in
Measure A sales tax revenues as well as the decrease in Western County funding
62
allocated for the local streets and roads program.
Transfers out in the prior year's budget were primarily related to commercial paper
funding for the advance development of the 10-Year Western County Highway Delivery
Plan projects prior to the commencement of the 2009 Measure A. FY 2009/10 transfers
out consist of highway funding for related property management activities, a
contribution from commuter assistance to rail capital for a park and ride facility at the La
Sierra station parking ° expansion project, and start-up funding for 2009 Measure A
commuter assistance program operations from available 1989 Measure A commuter
assistance funds.
Coachella Valley Measure A Operating Funds
Table 37 — Coachella Valley Measure A Operating Funds Uses FY 2009 — 2010
FY 08/09 FY 09/10 Dollar
Revised Budget Budget Variance
Personnel, Professional and Support
Measure A Program Management
Highway
Regional Arterials
Specialized Transit
Local Streets and F2oads
Transfers Out
$ 31,900
33,000
17,692,600
8,781,300
3,045,000
10,658,000
7,898 500
$ 12,000
16,300
6,719,300
15,583,400
4,260,000
9,436,000
1.556,500
$ (19,900)
(16,700)
(10,973,300)
6,802,100
1,215,000
(1,222,000)
(6.342.000)
% Change
Estimated
-62.4%
-50.6%
-62.0%
77.5%
39.9%
-11.5%
-80.3%
TOTAL Coachella Valley Measure A S 48140.300 S 37 583.500 $ (10.556 800)-21.9%Q
The Coachella Valley highway expenditures for FY 2009/10 reflect the carryover of
project funding budgeted in FY 2008/09 for 1989 Measure A projects to be completed in
FY 2009/10. Regional arterial projects are managed by CVAG. In accordance with the
2009 Measure A, highway and regional arterial funding is combined and related
expenditures are reported as regional arterials. Specialized transit funds are distributed
to SunLine Transit Agency (SunLine) for transit operations, and such funding allocated
for Coachella Valley specialized transit increased under the 2009 Measure A.
Transfers out are related to debt service. In FY 2008/09 debt service requirements
related to 1989 Measure A debt issued for Coachella Valley highway projects was
completed. Debt service requirements for 2009 Measure A debt issued for the city of
Indio local streets and roads projects under an advance funding agreement are
substantially lower.
63
Palo Verde Valley Measure A Operating Fund
Table 38 - Palo Verde Valley Measure A Operating Fund Uses FY 2009 - 2010
FY 08/09 FY 09/10 Dollar % Change
Revised Budget Budget Variance Estimated
Local Streets and Roads $ 860,000 $ 721,900 $ (138,100) -16.1%
Transfers Out 177,100 177,100 N/A
TOTAL Palo Verde Valley Measure A $ 860.000 $ 899.000 $ 39.000 105.1
In the Palo Verde Valley, expenditures are for local streets and roads; however,
transfers out relate to debt service for the city of Blythe local streets and roads projects
under an advance funding agreement.
Non -Measure A Special Revenue Funds
The non -Measure A special revenue funds account for LTF disbursements, TUMF
Westem County project costs, transit disbursements from STA, and motorist assistance
expenditures including towing service as well as freeway call boxes and Inland Empire
511 system operations. These activities are budgeted in the LTF, TUMF, STA, FSP,
and SAFE funds, respectively.
Table 39 - Local Transportation Fund Uses FY 2009 - 2010
FY 08/09 FY 09/10 Dollar % Change
Revised Budget Budget Variance Estimated
LTF Disbursements
TOTAL Local Transportation Funds
$ 79,381,01)0 $ 72.900,500 $ (6,480,500)
-8.2%
io 79.381 00Q $ 72.90Q500 $ t6 480 500)
The LTF special revenue fund provides for funding of public transit operations in the
County, bicycle and pedestrian facility projects, planning, and administration. In FY
2009/10 LTF transit allocations are primarily for operating rather than capital purposes,
which may also be funded by available STA funding. The actual allocations will not
occur until July 2009.
Table 40 - Transportation Uniform Mitigation Fee Fund Uses FY 2009 - 2010
FY 08/09 FY 09/10 Dollar % Change
Revised Budget Budget Variance Estimated
Personnel, Professional and Support $ 652,100 $ 552,400 $ (99,700) -15.3%
Program Management 301,000 116,700 (184,300) -61.2%
Regional Arterial/CETAP Projects 109,708,000 37,032,500 (72,675,500) 66.2°%
Transfers Out - 7,035.100 7,035,100 N/A
TOTAL TUMF $ 110 661 10Q $ 44 736 700 $ (65 924.400)
The TUMF fund accounts for the expenditures in the Western County on regional
arterial projects, including the CETAP corridors such as the Mid County Parkway. The
decrease in project expenditures is attributable to the lower TUMF revenue base
available for new regional arterial project commitments and a significant decrease in
right of way acquisitions related to the Mid County Parkway. Transfers out are required
•
64
for intrafund borrowings between the regional arterials and CETAP to fund regional
arterial projects.
Table 41 State Transit Assistance Fund Uses FY 2009 — 2010
FY 08/09 FY 09/10 Dollar % Change
Revised Budget Budget Variance Estimated
Personnel, Professional and Support S 400 $ 300 $ (100) -25.0%
Claimant Allocations 22,928,000 6,962,000 (15.966.000) -69.6%
TOTAL State Transit Assistance
$ 22.978.400 $ 6.962.300 $ (15 966100) -69 6°%
The STA fund is used to account for the state budgetary allocation of gas tax revenues
designated for transit purposes. The FY 2009/10 allocations are primarily for Western
County bus and rail capital purposes, as available funds for Coachella Valley and Palo
Verde Valley are minimal. The actual allocations will not occur until July 2009.
Table 42 — Freeway Service Patrol Fund Uses FY 2009 — 2010
FY 08/09 FY 09110 Dollar % Change
Revised Budget Budget Variance Estimated
Personnel, Professional and Support $ 314,300 $ 159,200 $ (155,100) 49.3%
Towing 1,986,400 2,238,000 251,600 12.7°%
Operating Costs 138,400 145,800 7,400 5.3°%
Capital Outlay 23,400 - (23,400)-100.0°%
Transfers Out - 14,000 14.000
TOTAL Freeway Service Patrol $ 2.462.500 $ 2 557 00Q $ 94.500 111/
The FSP fund accounts for the Commission's towing service, which is jointly funded by
Caltrans and the Commission. While the program also includes services to construction
zones to help mitigate congestion, such services have decreased as a result of the SR-
60/SR-91/1-215 interchange construction completion in FY 2008/09. Towing costs
increased primarily because of two additional trucks to service two beats. Personnel,
professional and support costs are lower due a reduction in administrative overhead
allocations.
65
Table 43 — Service Authority for Freeway Emergencies Fund Uses FY 2009 — 2010
FY 08109 FY 09/10 Dollar % Change
Revised Budget Budget Variance Estimated
Personnel, Professional and Support $ 244,200 $ 427,800 $ 183,600 75.2%
Access Charges 69,800 69,800 0.0%
Preventive Maintenance 5,400 - (5,400)-100.0%
Corrective Maintenance 5,400 (5,400)-100.0%
Knockdowns 8,000 - (8,000)-100.0%
Operating Casts 39,000 35,400 (3,600) 0.0%
Vandalism 400 - (400)-100.0%
Equipment Maintenance - Call Boxes 772,500 310,000 (462,500) -59.9%
Special Studies - - - WA
Transfers Out - 440,700 440,700 N/A
CapitalOutFay 20,100 - (20,100)-100.0%
TOTAL SAFE
$ 1.164.800 $ 1.283.700 $ 118.900 10.2%
The SAFE fund accounts for the installation and maintenance of a freeway call box
system within the County as well as the operations of the Inland Empire 511 system.
Equipment maintenance costs reflect the completion of technology upgrades, other call
box site -related improvements, and a reduction in call boxes due to the increased use
of cellular phones for emergencies. Professional costs increased as a result of the
Inland Empire 511 system operations that will commence in FY 2009/10. The transfers
out to the FSP special revenue fund reflect a matching contribution from SAFE funding
to the State's contribution for towing services.
Capital Projects Funds
Overview
The capital projects funds account for all debt proceeds from commercial paper notes
and senior sales tax revenue bonds.
In March 2005 a commercial paper program was established to advance project
development and land and right of way acquisition related to the 2009 Measure A
projects. During FY 2009/10, the Commission anticipates the issuance of $75,000,000
in additional commercial paper notes.
In June 2008, the Commission issued $126,395,000 in sales tax revenue bonds (2008
Bonds) to refinance the outstanding commercial paper in order to maximize the
availability of commercial paper funding for the advancement of 2009 Measure A
projects. The Commission anticipates the issuance of approximately $185,000,000 in
variable rate sales tax revenue bonds in October 2009 (2009 Bonds) in connection with
the commencement of two interest rate swaps. This issuance will refinance the 2008
Bonds and approximately $50,000,000 in commercial paper notes.
66
Chart 18 — Capital Projects Funds Sources
Transfers In
16%
Other
0%
Investment
Income
0%
Debt
Proceeds
84°%
Table 44 - Capital Projects Funds Sources FY 2008 — 2010
FY 07/08 FY 08/09 FY 08/09 FY 09/10 % Charge % Change
Actual Revised Budget Projected Budget Actual Revised
Federal - Other $ 824,700 $ _ $ _ $ --100.0% WA
Investment Income 818,000 4,400 557,600 10,500 -98.7% 138.6%
Debt Proceeds 160,249,000 130,000,000 110,000,000 260,000,000 62.2% 100.0%
Transfer In 110,005,000 50,000,000, 54.5% WA
TOTAL CAPITAL PROJECTS FUNDS
$ 271.096.700 9 130.004.40Q $ 110.557 60Q $ 310.010.500 14 0% 135 5%
Commercial paper proceeds will continue to be used for Coachella Valley regional
arterial projects subject to an advance funding agreement and debt service interest on
outstanding commercial paper notes- Proceeds from the 2009 Bonds will be used for
debt service purposes to retire $50,000,000 in commercial paper notes and to pay the
costs of issuance related to the 2009 Bonds. A significant use of the commercial paper
proceeds is transfers out to the 2009 Measure A Highway Improvements Fund for
projects. Additionally the 2009 Bonds proceeds will be transferred out to the Debt
Service fund to retire the 2008 Bonds and establish a debt service reserve for the 2009
Bonds and to the Commercial Paper capital projects fund to retire $50,000,000 in
commercial paper notes.
Table 45 — Capital Projects Funds Uses FY 2008 — 2010
FY 07/08 FY 08/09 FY 08/09 FY 09/10 % Change % Change
Actual Revised Budget Projected Budget Actual Revised
Legal Services $ 51,200 $ 66,000 $ 115,500 $ - 100.0%-100.0%
Financial Advisory 286,500 80,000 55,000 15,000 -94.8% -81.3%
Professional Services 560,100 650,000 511,600 853,100 52.3% 31.2%
Program Management - _
- NIA N/A
Engineering 8,485,800 685,000 19,088,800 --100.0%-100.0°%
Construction 4,052,000 5.699.000 3.150,00D 8,990.000 121.9% 57.7%
ROW/Land Mitigation 37,759,000 77,558,400 111,409,900 8,000,000 -78.0% -89.7%
Principal Payments 110,005,000 - - 50,000,000 -54.5% N/A
Interest Payments 3,049,400 14,553,000 4 510,000 3,110.000 2.0% -78-8%
Arbitrage rebate lax _
- - N/A N/A
Cost of Issuance 1,107,500 - - 3,250,000 193.5%0 N/A
Transfers Out 128.978.700 32,387,400 28.9oo.o00 233 091 000 80.7% 619.7%
TOTAL CAPITAL PROJECTS FUNDS
$ 294.345 700 $ 131 778 8012 $ 117 752 00Q $ 307 309_100 4 4% 1�.2%
67
Debt Service Fund
Overview
The Debt Service fund of the Commission is used to account for all activities related to
the sales tax revenue bonds debt incurred by the Commission. The Commission's
largest single expenditure is debt service. The bond agreements require the trustee to
hold all bond proceeds and a portion of the sales tax revenues, that will commence on
July 1, 2009, and to segregate all funds into separate amounts- These monies are
included in the restricted investments held by trustee in the capital projects funds and
the Debt Service fund. Under the agreements, the Commission may use sales tax
revenues for any lawful purpose related to the Riverside County TIP after the trustee
has satisfied debt service requirements.
Under the 2009 Measure A program, the Commission has the authority to issue bonds
subject to a debt limitation of $500,000,000. In order to advance project development
activities, the Commission established a $185,000,000 commercial paper program in
2005. The 2008 Bonds refinanced the outstanding commercial paper notes of
$110,005,000 with sales tax revenue bonds for a par amount of $126,395,000 in order
to restore the commercial paper program to its maximum capacity for subsequent
years' expenditures. The 2009 Bonds will refinance the 2008 Bonds and $50,000,000 of
outstanding commercial paper notes.
Chart 19 — Debt Service Fund Sources
Investment
Income
0%
Transfers In
100%
Table 46 — Debt Service Fund Sources FY 2008 - 2010
FY 07108 FY 08/09 FY 08/09 FY 09/10 % Change % Change
Actual Revised Budget Projected Budget Actual Revised
Investment Income $ 2,080,000 $ 1,208,200 $ 955,200 $ 251,100 -87.9% -79.2%
Transfers In 52976,300 35473,400 35,473,400 132,821,600 150.7% 274.4%
TOTAL DEBT SERVICE FUND $ 55 056 300 $ 36.681 60Q $ 36.42$ 600 $ 133.072.700 141 7% 262.8%
Investment income in FY 2009/10 is expected to decrease due to retirement of all sales
tax revenue bonds related to the 1989 Measure A and return of debt service reserves.
Accordingly, investment and cash balances will be lower, and investment yields have
been decreasing. Transfers in consist of debt service funding from the proceeds of the
2009 bonds to retire the 2008 Bonds and establish a debt service reserve for the 2009
bonds and from CVAG and the cities of Blythe and Indio for debt service principal
payments on the 2008 Bonds.
68
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R e v e n u e s a n d O t h e r S o u r c e s
T o t a l r e v e n u e s a n d o t h e r s o u r c e s a r e b u d g e t e d a t $ 7 8 7 , 9 1 8 , 3 0 0 a n d c o n s i s t o f
M e a s u r e A s a l e s t a x o f $ 1 2 1 , 5 0 0 , 0 0 0 ( o r 1 5 . 4 % o f t o t a l s o u r c e s ) ; L T F s a l e s t a x o f
$ 8 7 , 6 4 1 , 9 0 0 ( o r 1 1 . 1 % o f t o t a l s o u r c e s ) ; f e d e r a l r e v e n u e s o f $ 2 4 , 6 5 4 , 0 0 0 ( o r 3 . 1 % o f
t o t a l s o u r c e s ) ; s t a t e r e v e n u e s , i n c l u d i n g v e h i c l e r e g i s t r a t i o n f e e s , o f $ 3 3 , 2 4 0 , 8 0 0 ( o r
4 . 2 % o f t o t a l s o u r c e s ) ; T U M F o f $ 1 1 , 4 7 5 , 0 0 0 ( o r 1 . 5 % o f t o t a l s o u r c e s ) ; d e b t p r o c e e d s
o f $ 2 6 0 , 0 0 0 , 0 0 0 ( o r 3 3 . 0 % o f t o t a l s o u r c e s ) ; t r a n s f e r s i n o f $ 2 4 3 , 4 8 2 , 6 0 0 ( o r 3 0 . 9 % o f
t o t a l s o u r c e s ) a n d o t h e r r e v e n u e s o f $ 5 , 9 2 4 , 0 0 0 ( o r 0 . 8 % o f t o t a l s o u r c e s ) . T h e
s p e c i f i c r e v e n u e f u n d i n g s o u r c e s a r e s h o w n i n T a b l e 4 9 .
T a b l e 4 9 R e v e n u e s a n d O t h e r S o u r c e s
F e d e r a l S t a t e L o c a l O t h e r T o t a l
M e a s u r e A S a l e s T a x $ - $ $ 1 2 1 , 5 0 0 , 0 0 0 $ $ 1 2 1 , 5 0 0 , 0 0 0
L o c a l T r a n s p o r t a t i o n F u n d S a l e s T a x 8 7 , 6 4 1 , 9 0 0 8 7 , 6 4 1 , 9 0 0
S t a t e T r a n s i t A s s i s t a n c e -
C a l i f o m i a D e p a r t m e n t o f T r a n s p o r t a t i o n 1 , 9 8 3 , 3 0 0 2 9 , 7 6 5 , 0 0 0 3 1 , 7 4 8 , 3 0 0
C o n g e s t i o n M i t i g a t i o n a n d A i r Q u a l i t y 8 , 7 5 0 , 2 0 0 8 , 7 5 0 , 2 0 0
F e d e r a l T r a n s i t A d m i n i s t r a t i o n 1 0 , 9 8 0 , 0 0 0 1 0 , 9 8 0 , 0 0 0
F e d e r a l O t h e r 2 , 9 4 0 , 5 0 0 2 , 9 4 0 , 5 0 0
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 1 1 , 4 7 5 , 0 0 0 1 1 , 4 7 5 , 0 0 0
L i c e n s e F e e s 4 0 0 , 0 0 0 4 0 0 , 0 0 0
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 m m e n t s
D e p a r t m e n t o f M o t o r V e h i c l e F e e s - 1 , 4 5 0 , 0 0 0 1 , 4 5 0 , 0 0 0
F r e e w a y S e r v i c e P a t r o l - 2 , 0 2 5 , 8 0 0 2 , 0 2 5 , 8 0 0
I n v e s t m e n t a n d O t h e r 1 , 8 2 8 , 8 0 0 3 , 5 2 5 , 2 0 0 5 , 3 5 4 , 0 0 0
D e b t P r o c e e d s 2 6 0 , 0 0 0 , 0 0 0 2 6 0 , 0 0 0 , 0 0 0
T r a n s f e r s I n - 2 4 3 . 4 8 2 , 6 0 0 2 4 3 , 4 8 2 , 6 0 0
T O T A L 1 2 4 , 6 5 4 . 0 0 0 $ 3 3 . 2 4 0 . 8 0 0 $ 2 2 2 . 4 4 5 . 7 0 0 $ 5 0 7 . 4 0 7 8 0 0 $ 7 8 7 . 7 4 8 . 3 0 1
R e v e n u e S o u r c e s D e f i n i t i o n s a n d B a c k g r o u n d
M e a s u r e A : M e a s u r e A w a s f i r s t a p p r o v e d b y R i v e r s i d e C o u n t y v o t e r s i n 1 9 8 8 a n d
e x p i r e s o n J u n e 3 0 , 2 0 0 9 a f t e r a 2 0 - y e a r t e r m . O n N o v e m b e r 5 , 2 0 0 2 , t h e v o t e r s o f
R i v e r s i d e C o u n t y a p p r o v e d t h e r e n e w a l o f M e a s u r e A t h r o u g h 2 0 3 9 . T h e 2 0 0 9 M e a s u r e
A i s e x p e c t e d t o r a i s e m o r e t h a n $ 5 . 7 b i l l i o n ( i n r e a l d o l l a r s ) d u r i n g i t s l i f e s p a n . T h e
a m o u n t r a i s e d b y t h e M e a s u r e A l e v y h a s i n c r e a s e d a s t h e C o u n t y a n d i t s e c o n o m i c
b a s e h a v e g r o w n d u r i n g t h e p a s t t w o d e c a d e s , p e a k i n g i n F Y 2 0 0 5 / 0 6 a t $ 1 5 7 m i l l i o n .
A s a r e s u l t o f t h e r e c e n t e c o n o m i c s l o w d o w n , M e a s u r e A r e v e n u e s h a v e d e c r e a s e d
a n d a r e e x p e c t e d t o a p p r o x i m a t e $ 1 2 1 . 5 m i l l i o n i n F Y 2 0 0 8 / 0 9 .
M e a s u r e A r e q u i r e s t h a t a l l s a l e s t a x e s c o l l e c t e d m a y o n l y b e u s e d f o r t r a n s p o r t a t i o n
p u r p o s e s i n c l u d i n g a d m i n i s t r a t i o n a n d t h e c o n s t r u c t i o n , c a p i t a l a c q u i s i t i o n ,
m a i n t e n a n c e , a n d o p e r a t i o n o f s t r e e t s , r o a d s , h i g h w a y s , i n c l u d i n g s t a t e h i g h w a y s a n d
p u b l i c t r a n s i t s y s t e m s a n d f o r r e l a t e d p u r p o s e s . T h e s e p u r p o s e s i n c l u d e e x p e n d i t u r e s
f o r p l a n n i n g , e n v i r o n m e n t a l r e v i e w s , e n g i n e e r i n g a n d d e s i g n c o s t s , a n d r e l a t e d r i g h t o f
7 2
way acquisition.
The Commission historically has obtained and updated Measure A revenue projections
through a consultant for budget and strategic project planning purposes. The UCLA
Anderson Forecast completed the last update in May 2006; however, this forecast has
been updated frequently because of the weakened Inland Empire economy that began
in 2007. Measure A revenue projections for the next fire fiscal years are presented in
Chart 20 below.
Chart 20 — Forecasted Measure A Sales Tax Revenues 2010 — 2014
$175,000,000
$150,000,000
$125,000,000
$100,000,000
$75,000,000
$50,000,000
$25,000,000
2010
2011
2012
2013
2014
The following additional assumptions were used in the development of the
Commission's revenue forecast for FY 2009/10:
• The Inland Empire economy is not expected to improve significantly in FY
2009/10; however, a slow recovery is expected to begin in FY 2010/11.
• The State does not change mix of items subject to the sales tax from what
has been included historically.
• The relative sales and property tax rates of Riverside and surrounding
counties do not change from historical levels.
• Internet sales will have minimal impact on revenue.
The Measure A sales tax revenue projections will be utilized in the 10-Year Westem
County Highway Delivery Plan financing strategy and an analysis of a potential increase
to be sought in the $500 million 2009 Measure A bonding cap.
73
"
"
"
G e o g r a p h i c A l l o c a t i o n - R i v e r s i d e C o u n t y i s c o m p r i s e d o f t h r e e g e o g r a p h i c a r e a s :
W e s t e m C o u n t y , C o a c h e l l a V a l l e y , a n d P a l o V e r d e V a l l e y . T h e p e r c e n t a g e o f M e a s u r e
A r e v e n u e s a l l o c a t e d t o e a c h o f t h e s e a r e a s b a s e d o n r e t u m t o s o u r c e i s a p p r o x i m a t e l y
7 5 % f o r W e s t e m C o u n t y , 2 4 % f o r C o a c h e l l a V a l l e y , a n d 1 % f o r P a l o V e r d e V a l l e y .
T h e s e p e r c e n t a g e s w i l l e x p e r i e n c e s o m e v a r i a t i o n s f r o m y e a r t o y e a r b a s e d o n
c h a n g e s i n l e v e l s o f t a x a b l e s a l e s .
C h a r t 2 1 G e o g r a p h i c A l l o c a t i o n o f M e a s u r e A R e v e n u e s
P a l o V e r d e V a l l e y
1 %
C o a c h e l l a V a l l e y
2 4 %
W e s t e m C o u n t y
7 5 %
P r o g r a m A l l o c a t i o n - T h e 2 0 0 9 M e a s u r e A T I P d e f i n e s t h e m a n n e r i n w h i c h t h e s a l e s
t a x r e v e n u e s a r e t o b e s p e n t , a s p r e s e n t e d i n t h e f o l l o w i n g t a b l e . I n W e s t e m C o u n t y ,
p u b l i c t r a n s i t i n c l u d e s f u n d i n g f o r s p e c i a l i z e d t r a n s i t , c o m m u t e r r a i l , i n t e r c i t y b u s
s e r v i c e , a n d c o m m u t e r a s s i s t a n c e . F o r t h e C o a c h e l l a V a l l e y , p u b l i c t r a n s i t i n c l u d e s
s p e c i a l i z e d t r a n s i t a n d p u b l i c b u s s e r v i c e s .
g r , t -
W e s t e m C o u n t y
H i g h w a y s 3 0 . 0 � %
N e w C o r r i d o r s 1 1 . 0 � %
R e g i o n a l A r t e r i a l s 9 . 0 � %
P u b l i c T r a n s i t 1 2 . 0 %
L o c a l S t r e e t s a n d R o a d s 2 9 . 0 � %
E c o n o m i c D e v e l o p m e n t I n c e n t i v e s 1 . 0 %
B o n d F i n a n c i n g 8 . 0 %
C o a c h e l l a V a l l e y
H i g h w a y s a n d R e g i o n a l A r t e r i a l s 5 0 . 0 %
L o c a l S t r e e t s a n d R o a d s 3 5 . 0 %
P u b l i c T r a n s i t 1 5 . 0 %
P a l o V e r d e V a l l e y
L o c a l S t r e e t s a n d R o a d s 1 0 0 %
L o c a l s t r e e t s a n d r o a d s a l l o c a t i o n s t o t h e l o c a l j u r i s d i c t i o n s w i t h i n e a c h g e o g r a p h i c a r e a
a r e b a s e d o n p o p u l a t i o n ( i n W e s t e m C o u n t y a n d P a l o V e r d e V a l l e y ) o r d w e l l i n g u n i t s
( i n C o a c h e l l a V a l l e y ) a n d t a x a b l e s a l e s .
7 4
Based on the projected Measure A sales tax revenues of $121,500,000 for FY 2009/10,
the geographic and program allocations are presented in the following table.
Table 51 - Geographic Allocation of Measure A Revenues by Program
Program Administration Western County Coachella Valley Pab Verde Valley Total
Administration $ 3,600.000 $ - $ $ - $ 3,000,000
Highways 27,081,000 27,081,000
New Corridors 9,822,000 9,822,000
Regional Arterials 7,965,000 7,965,000
Highways and Regional Arterials 14,202,000 14,202,000
PublicTrans8 10,354,000 4,260,000 14,614,000
Economic Development hmenbrres 1,053,080 - 1,053mo
Local Streets and Roads 25,751,000 9,941,000 899,000 36,591,000
Bond Financing 7,172,000 - 7,172,000
TOTAL S 3.022.000 $ 89.198.000 $ i,.6 Ls' r S 899.000 " $ 121.509.000
Local Transportation Fund: LTF, established in state law by the TDA, is funded
through a one -quarter of one cent of the State's 7.25% sales tax. The intent of the
legislation was to provide a dependable revenue stream for public transportation
operations. Based upon an annual projection of LTF sales taxes, the vast majority of
LTF revenue in the County is allocated to the eight public transit operators, including
the Commission for its share of Metrolink operations costs. Much like Measure A
revenue, LTF had increased with the growth of the County and its economy until the
recent econornic slowdown.
Revenues received from LTF are allocated for regional and local transportation
planning, program administration, bicycle and pedestrian facilities projects, public bus
transit, and rail transit in Western County including the Commission for its share related
to commuter rail operations. The Commission administers these funds on behalf of the
County in a special revenue fund.
State Transit Assistance: STA provides additional TDA state funding of transit
operations and capital for urban counties. Sales taxes on gasoline and diesel fuels
generate the STA funding. Due to the State's budgetary issues, it suspended the STA
allocations for FY 2009/10. These funds, when made available by the State, are
allocated to the County's eight public transit operators.
State Transportation Improvement Program: Administered by Caltrans, the STIP is
funded through state and federal gas tax dollars and is California's primary
transportation fund. Dollars are allocated to each county based on a formula that takes
into consideration population and highway centerline miles. Actual funding decisions for
75% of STIP dollars are made by local transportation agencies such as the
Commission.
Congestion Mitigation and Air Quality: The CMAQ program is federally funded and
is targeted for transportation improvements in areas with air quality problems. This
program pays for improvements that reduce congestion while improving air quality. The
Commission has also used CMAQ dollars to include fuel and commuter assistance
programs, signal interconnects, HOV lanes, and transit projects.
Federal Transit Administration: On a reimbursement basis, the federal government
provides funding for qualified capital investments in rail facilities, track, and vehicles.
FTA funding is generally allocated annually by the federal government and is based on
•
•
•
75
calculated miles of service.
Transportation Uniform Mitigation Fee: In connection with the 2009 Measure A, the
TUMF program was established in the Westem County to provide additional funding for
regional arterial projects. TUMF is administered by WRCOG. As a result of an MOU
with WRCOG, the Commission will receive 48.7% of the TUMF revenues, which are
divided equally between the regional arterial and CETAP programs. TUMF revenues
maintained by WRCOG are allocated for regional arterial zone improvements and
regional transit facilities.
Rail and Highway Licenses: The Commission owns parcels of land and right of way
for highway, rail, and regional arterial projects in selected areas throughout the County.
The ownership provides licensing opportunities for fiber-optic cable, advertising signs,
and business tenants. The amount of funding received from the licenses provides
revenue to support the cost of owning and maintaining the Commission's land and
facilities.
Service Authority for Freeway Emergencies: This motorist assistance program
places freeway call boxes throughout the freeways and state highways in the County.
Additionally, the Commission may allocate a portion of the SAFE revenue to support
the FSP and 511 operations. The call boxes enable motorists to summon help should
they encounter mechanical or emergency problems while on the road, while the Inland
Empire 511 system provides real-time traffic and transit trip information available via the
internet or telephone. State law that allows county SAFE agencies to impose a $1
surcharge on vehicle registrations within the County to pay for call box purchases and
operations; excess SAFE revenues may be used for 511 operations.
Freeway Service Patrol: Caltrans is the primary sponsor of the FSP and provides the
majority of funding for the program. The Commission administers and implements the
program along with the CHP and Caltrans.
Investment Income: The Commission has established a prudent investment policy for
cash on hand that is intended to maximize return while providing absolute safeguards
on principal and liquidity. A more detailed explanation of the Commission's investment
policy is discussed in Section 1.
Interest earnings on the State and County investment pools are estimated at an interest
rate of 1%. The eamings on funds held by the trustee for debt service and projects in
money market funds and investment agreements are assumed to be at 1.0%.
Program Revenues
Revenues and other financing sources are allocated to the various Commission
programs as follows:
76
Highways
Funding for the highway program includes Measure A sales tax revenues for Westem
County highways, new corridors, economic development incentives, and bond financing
programs and Coachella Valley highways and regional arterials programs. The 2009
Measure A sales tax revenues will be used primarily for the SR-91/SR-71 connectors, I-
15 corridor improvements, and 1-215 corridor improvements. Unexpended 1989
Measure A revenues from prior years will be used on remaining projects such as SR-74
widening from 1-15 to 7`" Street and curve realignment, SR-74 from G Street to 1-215,
SR-91 HOV lanes from Adams Street to the SR-60/SR-91/1-215 interchange, I-215/SR-
60 East Junction HOV lane connectors, and SR-111 projects as well as for pass -
through funding for interchange improvements to the city of Riverside for SR-91 at La
Sierra Avenue and Van Buren Boulevard and to the County for SR-60 at Valley Way.
CMAQ and STIP funding will be used for the SR-91 HOV lanes from Adams Street to
the SR-60/SR-91/1-215 interchange and the I-215/SR-60 East Junction HOV lanes
connector projects, and additional STIP funds will also be received for the 1-215 corridor
improvements. Other state revenues relate to the SR-91 HOV lanes project.
The Commission will need to issue $75,000,000 in commercial paper to fund 2009
Measure A projects including MSHCP land acquisition in Coachella Valley; preliminary
engineering, design -build, and right of way activities related to the 10-Year Westem
County Highway Delivery Plan; and Coachella Valley highways and regional arterials.
Local revenues consist of $6,475,000 of TUMF zone reimbursement funds from
W RCOG for the SR-74/G Street to 1-215 interchange project and investment income.
Transfers in represent proceeds from the 2009 Bonds in the amounts of $131,750,000
to refinance the 2008 Bonds and establish a debt service reserve and $50,000,000 to
retire outstanding commercial paper notes; commercial paper project funding of
$51,341,000 primarily related to the SR-91 corridor improvements; $1,733,600 for debt
service payments related to the advance funding agreements with CVAG and the cities
of Blythe and Indio; and a Right of Way Management contribution of $14,300 for the I-
215/SR-60 East Junction HOV lanes connector project.
Table 52 — Highway Program Sources
FY 08/09
Revised Budget
Measure A Sales Tax $ 39,714,000
Federal - CMAO 1,125,300
Federal - Other
State - STIP 27,057,200
State - Other 5,710,600
Other Local 5,200,400
Debt Proceeds 130,000,000
Transfers In 52,161,200
TOTAL $ y60.968 700
Rail
FY 09/10
Budget
$ 59,330,000
6,072,500
1,983,300
20,945,000
294,800
7,594,800
260,000,000
234.838,900
$ $91 05.9.300
Variance Percent
$ 19,616.000
4,947,200
1,983,300
(6,112,200)
(5,415,800)
2,394,400
130,000,000
182.677.700
$ 330 090.600
49.4%
439.6%
N/A
-22.6%
-94.8%
46.0%
100.0%
350.2%
12.6.5°�
Unexpended 1989 Measure A revenues will be used primarily for the Perris Valley Line
and other related projects and the Riverside layover facility. The 2009 Measure A
•
77
Western County's public transit program allocated $5,416,000 for rail.
Rail operations, which include Metrolink operating and capital contributions, station and
rail right of way maintenance, and support, will be funded with an allocation of
$19,155,300 in LTF sales tax revenues as well as $4,500,000 in STA revenues, which
are included in other state revenues. LTF capital allocations of $216,600 will fund
station rehabilitation projects. The LTF estimate for rail operations and capital assumes
the LTF apportionment formula (based on population estimates for the County's three
major geographic areas provided by the State Department of Finance), calculates 22%
(established for planning purposes by Commission policy) of the amount available for
Western County, and then compares that with budgeted expenditures.
FTA transit capital funding will be used to for the Perris Valley Line and for construction
of the North Main Corona station parking structure and the Perris Multimodal
Transportation Facility. CMAQ funds will be used for the completion of construction of
the North Main Corona station parking structure. Other federal revenues consist of a
Transportation Enhancements (TE) grant for the construction of the Perris Multimodal
Transportation Facility. In addition to the STA revenues noted earlier, other state
revenues include Proposition 1B funds for construction of the Perris Multimodal
Transportation Facility and La Sierra station parking expansion as well as for the station
security project.
Local revenues include investment income, reimbursements of $862,000 related to the
Perris Multimodal Transportation Facility and Perris station, SCRRA reimbursements of
$180,000 for station security at the Riverside Downtown station, and other
miscellaneous revenues of $6,100. Transfers in represents $378,900 in Commuter
Assistance funding for the La Sierra parking expansion, which include a park and ride
facility.
Table 53 — Rail Program Sources
FY 08/09
Revised Budget
Measure A Sales Tax $ 15,063,000
LTF 1,339,000
Federal - FTA 10,950,000
Federal - CMAQ 7,000,000
Federal - Other 1,300,000
State - STIP 4,000,000
State - Other 5,147,900
Other Local 2,979,600
Transfers In 7,007 000
TOTAL
Regional Arterials
$ 54.786.500
FY 09/10
Budget Variance Percent
$ 5,416,000
19,371,900
10,980,000
1,262,900
400,000
7,256,600
1,529,300
378,900
$ 46 595 600
$ (9,647,000) -64.0%
18,032,900 1346.7%
30,000 0.3%
(5,737,100) -82.0%
(900,000) -69.2%
(4,000,000)-100.0%
2,108,700 41.0%
(1,450,300) -48.7%
(6,628,100) -94.6%
$ (8.190 900) -15.0%
The Westem County regional arterial program will receive funds from the 2009
Measure A and TUMF assessed on new residential and commercial development in
Western County. In prior years, the 1989 Measure A funded Coachella Valley regional
arterial projects. Other federal revenues include $1,173,000 for the SR-79 realignment
studies.
Other local revenues consist of investment income. Transfers in represent intrafund
78
borrowings from the TUMF CETAP program.
Table 54 — Regional Arterial Program Sources
FY 08/09
Revised Budget
Measure A Sales Tax
TUMF
Federal - Other
Other Local
Transfers In
TOTAL
CETAP
$ 12,180,000 $
2,500,000
1,693,000
2,502,600
8,220,900
S 27 096 590 $
FY 09/10
Budget
7,965,000
2,500,000
1,173,000
151,300
6,790,000
18.579100
Variance
$ (4,215.000)
(520,000)
(2,351,300)
(1,430,900)
(8.517.2001
Percent
-34.6%
0.0%
-30,7%
-94.0%
-17.4%
-31.4%
The Western County CETAP program will also receive funds from TUMF
development of new corridors. Local revenues represent investment income.
Table 55 — CETAP Program Sources
TUMF
Other Local
TOTAL
Local Streets and Roads
FY 08/09 FY 09/10
Revised Budget Budget Variance Percent
for
$ 2,500,000 $ 2,500,000 $ 0.0%
591200 507,500 (83.700) -14.2%
$ 3.091.200 $ 3.007.50Q $ (83"7001 -2..ri
Measure A allocations for the local streets and roads program are distributed to the
cities and the County to use for local street repairs, maintenance, and construction.
Local revenues represent investment income.
Table 56 — Local Streets and Roads Program Sources
FY 08/09 FY 09/10
Revised Budget Budget
Variance Percent
Measure A Sales Tax $ 48,034,000 $ 36,591,000 $ (11,443,000) -23.8%
Other Local 6,100 3,100 (3,000) -49.2%
Transfers In 1.471,700 - (1,471,700)-100.0%
TOTAL $ 4a 511 800 $ 36 594 100 $ (12.917.700)-261,41
Public and Specialized Transit
LTF sales tax revenues are allocated primarily for public bus and rail transit operations
and capital in the County. A small portion of these revenues is used for LTF planning
and administration allocations as well as bicycle and pedestrian facilities grants. In prior
years, the STA allocation received from the State was used to fund transit capital;
however, these allocations have been suspended by the State for FY2009/10. Under
the 2009 Measure A, public transit funding has been allocated for Western County
specialized transit and intercity bus services and Coachella Valley specialized and
public transit services. Local revenues represent investment income.
•
•
79
"
T a b l e 5 7 P u b l i c a n d S p e c i a l i z e d T r a n s i t P r o g r a m S o u r c e s
F Y 0 8 / 0 9 F Y 0 9 / 1 0
R e v i s e d B u d g e t B u d g e t V a r i a n c e P e r c e n t
L T F S a l e s T a x $ 6 7 , 3 7 1 , 5 0 0 $ 5 9 , 0 0 0 , 0 0 0 $ ( 8 . 3 7 1 . $ 0 0 ) - 1 2 A %
M e a s u r e A S a l e s T a x 5 , 3 2 7 , 0 0 0 7 , 8 7 1 , 3 0 0 2 , 5 4 4 , 3 0 0 4 7 . 8 %
S t a t e T r a n s i t A s s i s t a n c e 9 , 3 0 0 , 0 0 0 - ( 9 , 3 0 0 , 0 0 0 ) 1 0 0 . 0 %
O t h e r L o c a l 1 , 6 5 5 , 5 0 0 9 1 7 , 6 0 0 ( 7 3 7 , 9 0 0 1 - 4 4 . 6 %
T O T A L $ $ 3 . 6 5 4 . 0 0 0 $ 6 7 7 8 8 . 9 0 0 $ ( 1 5 8 6 5 1 0 0 1 - 1 9 9 %
P l a n n i n g a n d P r o g r a m m i n g
T r a n s p o r t a t i o n p l a n n i n g s t u d i e s a r e f u n d e d w i t h a n L T F o f f - t h e - t o p a l l o c a t i o n e q u a l t o
t h r e e p e r c e n t o f e s t i m a t e d r e v e n u e s . S T I P w i l l f u n d P P M a c t i v i t i e s o f t h e C o m m i s s i o n .
A f e d e r a l e a r m a r k w i l l b e u s e d t o f u n d t h e c o m p l e t i o n o f t h e g e o t e c h n i c a l s t u d i e s
r e l a t e d t o t h e I r v i n e - C o r o n a E x p r e s s w a y . L o c a l r e v e n u e s c o n s i s t o f o t h e r a g e n c y
r e i m b u r s e m e n t s o f $ 2 1 2 , 5 0 0 f o r j o i n t s t u d i e s a s w e l l a s i n v e s t m e n t i n c o m e .
T a b l e 5 8 P l a n n i n g a n d P r o g r a m m i n g S o u r c e s
F Y 0 8 / 0 9 F Y 0 9 / 1 0
R e v i s e d B u d g e t B u d g e t V a r i a n c e P e r c e n t
L T F S a l e s T a x $ 1 , 0 2 2 , 9 0 0 $ 1 , 7 7 0 , 0 1 3 0 $ 7 4 7 , 1 0 0 7 3 . 0 %
S t a t e - S T I P 1 , 4 9 3 , 2 0 0 8 4 3 , 6 0 0 ( 6 4 9 , 6 0 0 ) - 4 3 . 5 %
F e d e r a l - O t h e r 3 , 8 1 9 , 9 0 0 1 , 1 0 0 , 0 0 0 ( 2 , 7 1 9 , 9 0 0 ) - 7 1 . 2 %
O t h e r L o c a U A g e n c i e s 5 3 6 , 7 0 0 2 2 1 , 8 0 0 ( 3 1 4 , 9 0 0 ) - 5 8 . 7 %
T O T A L $ 6 , 8 7 2 , 7 0 0 $ 3 , 9 3 5 , 4 0 0 $ ( 2 , 9 3 7 , 3 0 0 ) - 4 2 . 7 %
R e g i o n a l I s s u e s
A n L T F a l l o c a t i o n o f $ 6 , 7 5 0 , 0 0 0 w i l l f u n d g r a d e s e p a r a t i o n p r o j e c t s f o r t h e c i t i e s o f
R i v e r s i d e a n d C o r o n a a n d t h e C o u n t y . L o c a l r e v e n u e s c o n s i s t o f a g r a n t f r o m W R C O G
f o r s t r a t e g i c t r a n s p o r t a t i o n p l a n n i n g s t u d i e s o n 1 - 1 5 .
T a b l e 5 9 R e g i o n a l I s s u e s P r o g r a m S o u r c e s
F Y 0 8 / 0 9 F Y 0 9 / 1 0
R e v i s e d B u d g e t B u d g e t V a r i a n c e P e r c e n t
L T F S a l e s T a x $ 5 , 6 1 5 , 6 0 0 $ 6 , 7 5 0 , 0 0 0 $ 1 , 1 3 4 , 4 0 0 2 0 . 2 %
O t h e r L o c a l / A g e n c y 5 6 , 0 0 0 1 7 0 , 0 0 0 1 1 4 , 0 0 0 2 0 3 . 6 %
S t a t e - O t h e r 3 0 0 . 0 0 0 - ( 3 0 0 , 0 0 0 ) - 1 0 0 . 0 %
T O T A L 5 9 7 1 . 6 n n $ 6 _ 2 2 0 O Q Q $ W I 4 . 0 . 0 1 5 . 9 %
C o m m u t e r A s s i s t a n c e
T h e C o m m u t e r A s s i s t a n c e p r o g r a m w i l l r e c e i v e f u n d i n g f r o m M e a s u r e A p u b l i c t r a n s i t ,
S u r f a c e T r a n s p o r t a t i o n P r o g r a m ( S T P ) , o t h e r c o u n t y t r a n s p o r t a t i o n c o m m i s s i o n s , a n d
i n v e s t m e n t i n c o m e t o a s s i s t i n i m p l e m e n t i n g s e r v i c e s t o c o m m u t e r s a n d e m p l o y e r s i n
p r o m o t i n g u s e o f a l t e r n a t e m o d e s o f t r a n s p o r t a t i o n i n W e s t e r n C o u n t y . T h e
C o m m i s s i o n w i l l a l s o r e c e i v e C M A Q p a s s - t h r o u g h f u n d s t o s u p p o r t t h e S a n B e r n a r d i n o
c o m m u t e r a s s i s t a n c e p r o g r a m . A d d i t i o n a l l y , S T P r e v e n u e s i n c l u d e a r i d e s h a r i n g
d e m o n s t r a t i o n p r o j e c t i n t h e C o a c h e l l a V a l l e y .
8 0
Table 60 — Commuter Assistance Program Sources
FY 08/09 FY 09/10
Revised Budget Budget
Variance Percent
Measure A Sales Tax $ 2,282,000 $ 1,326,700 $ (955,300) -41.9%
Federal -CMAQ 1,300,000 1,239,800 (60,200) -4.6%
Federal - STP 400,000 267,500 (132,500) -33.1%
State - Other 400,000 425,000 25,000 6.3%
Other Local/Agencies 824,000 644,500 (179,500) -21.8%
Transfer In - 450.000 450,000 N/A
TOTAL $ 5.206.000 $ 4.353.500 $ /852.500) -16.4%
Service Authority for Freeway Emergencies
SAFE is funded from revenues received by a $1 fee included with the Department of
Motor Vehicles (DMV) registration fees. Since the growth in these fees historically has
not been substantial, the budget amount has remained relatively constant. Local
revenues primarily represent investment income as well as cost recoveries from
responsible parties related to call box knockdowns.
Table 61 — SAFE Program Sources
FY 08/09
Revised Budget
Federal - CMAQ $
DMV Fees 1,495,000
Other Local 89,100
TOTAL $ 1.584.100
Freeway Service Patrol
FY 09/10
Budget Variance Percent
$ 175,000 $ 175,000 N/A
1,450,000 (45,000) -3.0%
120 700 31 600 35.5%
$ 1.745.700 $ 161.60Q 10.2%
Caltrans will allocate $1,734,600 in State highway account funds to cover the FSP and
$291,200 for special FSP services required for construction projects. The State
provides nearly 80% of the funding for the FSP program. The allocation of funding
throughout the State is based on population, freeway miles, and level of congestion.
The State's contribution is matched with an operating transfer from SAFE. In addition to
investment income, local revenues include other revenues of $83,500 from the city of
Riverside for FSP services required on SR-91 for interchange construction projects.
Table 62 — FSP Program Sources
FY 08/09
Revised Budget
State Budgetary Allocation $ 1,768.500
Other Local 98,000
Transfers In
TOTAL $ 1.865.500
Other Programs
FY 09/10
Budget
$ 2,025,800
89,200
433,700
$ 2 548.700
Variance Percent
$ 257,300 14.5%
(8,800) -9.0%
433,700 N/A
$ 6.022Q(1 36.5%
A total of $449,200 in revenues is expected from property management licenses and
other miscellaneous revenues related to the San Jacinto and San Bernardino
•
•
81
"
"
"
s u b d i v i s i o n r a i l p r o g r a m . T r a n s f e r s i n o f $ 3 2 5 , 0 0 0 a r e r e l a t e d t o M e a s u r e A h i g h w a y
f u n d i n g f o r t h e m a i n t e n a n c e o f t h e C o m m i s s i o n ' s h i g h w a y p r o p e r t i e s .
M a n a g e m e n t s e r v i c e s s a l e s t a x r e v e n u e s c o n s i s t o f M e a s u r e A o f $ 3 , 0 0 0 , 0 0 0 a n d L T F
o f $ 7 5 0 , 0 0 0 f o r a d m i n i s t r a t i o n .
O t h e r l o c a l r e v e n u e s f o r p r o p e r t y m a n a g e m e n t a n d m a n a g e m e n t s e r v i c e s t o t a l i n g
$ 4 9 , 2 0 0 a r e r e l a t e d t o i n v e s t m e n t i n c o m e .
8 2
"
S E C T I O N 5
P E R S O N N E L ��
8 3
"
P e r s o n n e l
P e r s o n n e l s a l a r y a n d f r i n g e b e n e f i t s
T h e C o m m i s s i o n p r o v i d e s a c o m p r e h e n s i v e p a c k a g e o f b e n e f i t s t o a l l p e r m a n e n t ,
s a l a r i e d e m p l o y e e s . T h e p a c k a g e i n c l u d e s :
" H e a l t h , d e n t a l , v i s i o n , a n d l i f e i n s u r a n c e
" S h o r t a n d l o n g - t e r m d i s a b i l i t y
" W o r k e r s ' c o m p e n s a t i o n
" T u i t i o n a s s i s t a n c e
" S i c k a n d v a c a t i o n l e a v e
" R e t i r e m e n t b e n e f i t s i n t h e f o r m o f p a r t i c i p a t i o n i n C a l i f o r n i a P u b l i c
E m p l o y e e s R e t i r e m e n t S y s t e m ( C a I P E R S )
" P o s t r e t i r e m e n t h e a l t h c a r e
" D e f e r r e d c o m p e n s a t i o n
" E m p l o y e e A s s i s t a n c e P r o g r a m
C h a r t 2 2 - P e r s o n n e l S a l a r y a n d B e n e f i t s
O t h e r F r i n g e s
4 %
H e a l t h
1 1 %
R e t i r e m e n t _ ��. , , ; _ S a l a r y
2 3 % " ��6 2 %
W h e n t h e 2 0 0 9 M e a s u r e A p l a n w a s a p p r o v e d i n 2 0 0 2 , o n e o f t h e r e q u i r e m e n t s o f
t h e m e a s u r e w a s f o r t h e C o m m i s s i o n t o n o t b u d g e t m o r e t h a n o n e p e r c e n t o f
M e a s u r e A s a l e s t a x r e v e n u e f o r a d m i n i s t r a t i v e s a l a r i e s a n d b e n e f i t s . I n t h i s b u d g e t ,
t h e C o m m i s s i o n i s u t i l i z i n g . 9 4 % o f t h i s c a p a c i t y ; o t h e r s a l a r i e s a n d b e n e f i t s a r e
f u n d e d b y s p e c i f i c p r o g r a m s a n d o t h e r f e d e r a l , s t a t e , a n d l o c a l f u n d s . A s a r e s u l t o f
t h i s r e q u i r e m e n t , t h e C o m m i s s i o n m a i n t a i n s a s m a l l s t a f f t o p r o v i d e t h e
t r a n s p o r t a t i o n s e r v i c e s t o R i v e r s i d e C o u n t y .
T h e C o m m i s s i o n ' s s a l a r y a n d f r i n g e b e n e f i t s t o t a l $ 6 , 0 5 3 , 3 0 0 . T h i s r e p r e s e n t s a
d e c r e a s e o f 1 0 . 2 % o v e r t h e F Y 2 0 0 8 / 0 9 b u d g e t o f $ 6 , 7 4 3 , 0 0 0 . T h e F T E h a s
d e c r e a s e d b y 3 p o s i t i o n s f r o m t h e p r e v i o u s y e a r , f o r a t o t a l o f 4 1 F T E p o s i t i o n s , a s
a r e s u l t o f t h e f o l l o w i n g :
" T h r e e r e t i r e m e n t s r e l a t e d t o t h e i m p l e m e n t a t i o n o f a n e a r l y r e t i r e m e n t
8 4
incentive; and
• Maintaining an authorized
As a cost savings measure, the
merit -based salary increases in
fringe benefits.
Chart 23 - Salary and Benefits Costs
$7,000000
56,000,000
$5,000,000
64.000000
$3,o00,000
62,000,000
61,000,000
k
2003
2004
2005 2006
position as vacant.
Commission has determined that there will be no
FY 2009/10 and has made reductions in certain
2007
20013 2009
2010
Management continues to be firmly committed to the intent of the Commission's
enabling legislation that called for a small staff. Staff will continue to be provided the
tools needed, including state of the art technology, to ensure an efficient and
productive work environment. However, it must be recognized that small is not
viewed in an absolute context; it is relative to the required tasks to be performed
and the demands to be met.
Table 63 - Personnel Summary
Executive Management
Administration
Legislative Affairs and Communications
Finance
Regional Issues
Planning and Programming
Rail
Right of Way Management
Public and Specialized Transit
Commuter Assistance
Motorist Assistance
Capital Project Development and Delivery
TOTAL
FY O7/08 FY 08/09 FY 09/10
FTE FTE FTE
2.0 0.7 0.4
4.6 4.7 4.2
2.5 2.6 1.9
6.9 6.6 6.5
2.3 2.0 1.6
4.0 3.8 3.8
3.0 2.9 3.2
1.4 1.4 1.0
2.6 2.6 2.7
1.5 1.8 1.8
0.7 1.8 1.2
10.5 14.1 12.9
42.0 45.0 41.0
85
SECTION 61
COMMISSION 9EBlj
86
i
Commission Debt
The Commission's debt under the 2009 Measure A has been incurred for
highway, regional arterial and local streets and roads projects for which title
usually vests or, upon completion, will vest with Ca!trans or local jurisdictions.
Future Measure A sales taxes are pledged to cover Measure A debt service
payments. Since these projects are not assets of the Commission for which the
Commission will have operating responsibilities, except for the intangible rights to
operate a toll franchise on highways, future operating costs related to these
projects cannot be determined and are not applicable. However, for toll and rail
assets, operating budget impacts are considered in future project development.
Commercial Paper
In March 2005 the Commission established a $185,000,000 commercial paper
program to advance project development and land and right of way acquisition
under the 2009 Measure A TIP. Maturities of commercial paper notes are rolled
over to new issuances of commercial paper. Regarding the commercial paper
notes, the Commission currently maintains a P-1 and an A-1+ rating from
Moody's Investors Service (Moody's) and Standard and Poor's Rating Service
(S&P) rating agencies, respectively.
Interest payments are made from available commercial paper proceeds or sales
tax revenues. The current amount of outstanding commercial paper notes is
$110,000,000; however, $50,000,000 will be retired in connection with the 2009
Bonds. In FY 2009/10 the Commission will issue $75,000,000 in new commercial
paper notes for capital project funding and interest payments for a projected
outstanding amount of $135,000,000 at June 30, 2010. The Cornmission will
make $3,110,000 in estimated commercial paper interest payments during the
year.
The Commission has a $190,000,000 irrevocable direct draw letter of credit and
reimbursement agreement with Bank of America, N.A. (Bank of America) as
credit and liquidity support for the commercial paper notes. The letter of credit
expires in March 2010, and the Commission anticipates an extension or
replacement of the letter of credit. However, due to the financial crisis in 2008,
the cost for the liquidity support is expected to increase significantly.
Interest Rate Swap
As a means to achieve a greater level of interest rate stability in connection with
a refinancing of outstanding debt in late 2009, the Commission entered into two
forward -starting interest rate swaps in August 2006 for a total notional amount of
$185,000,000. The counterparty for the first swap ($100,000,000 notional
amount) is Bank of America, and the counterparty for the second swap
($85,000,000 notional amount) was Lehman Brothers Derivative Products Inc.
87
(Lehman DP). Under the swap agreements that become effective in October
2009, the Commission will pay the counterparties a fixed rate of 3.679% for 20
years, the expected term of the debt to be issued in 2009; the counterparties will
pay the Commission a floating rate equal to 67% of the one -month London
Interbank Offer Rate (LIBOR).
In September 2008, Lehman Brothers Holdings filed for bankruptcy, which was a
trigger event under the swap agreement with Lehman DP. Accordingly, the swap
agreement was terminated, and a termination payment of approximately
$3,453,000 was paid to Lehman DP, The Commission entered into a
replacement swap with Deutsche Bank AG (Deutsche Bank) for a notional
amount of $85,000,000 at similar terms, except that the Commission will pay
Deutsche Bank as the counterparty a fixed rate of 3.206%.
Sales Tax Revenue Bonds
In June 2008, the Commission issued $126,395,000 in sales tax revenue bonds
to refinance $110,005,000 in outstanding commercial paper notes since the
inception of the program, fund capitalized interest through December 2009 and a
reserve fund, and pay accrued interest and costs of issuance. The 2008 Bonds
were necessary for the restoration of the commercial paper program to its
maximum capacity in order to fulfill existing commitments for the use of
commercial paper, pay costs related to 2009 Measure A projects during FY
2008/09, and provide short-term financing of FTA Small Starts reimbursable
costs related to the Perris Valley Line project. The Commission received ratings
of Aa2, AA+, and AA from Moody's, S&P, and Fitch Ratings, respectively. During
FY 2008/09, no principal payments were required; however, interest payments of
$5,850,000 were made. An interest payment of $3,000,000 will be made in FY
2009/10 prior to the planned refinancing of the bonds.
The Commission expects to issue $185,000,000 in variable rate bonds to
refinance the sales tax revenue bonds and $50,000,000 of outstanding
commercial paper notes in October 2009 in connection with the commencement
of the interest rate swaps. Estimated debt service payments for the 2009 Bonds
in FY 2009/10 are $6,000,000 for principal and $6,500,000 for net interest
payments.
Debt Capacity Analysis
The Commission is legally prohibited from issuing additional debt if its debt
coverage ratio is less than 1.5 to 1 on all senior debt. The Commission has
adopted a higher standard of 2 to 1 as part of its debt management policy. As
Charts 24 and 25 and Table 64 indicate, the Commission has successfully met
its policy standard for debt issued under the 2009 Measure A, even in a declining
sales tax revenue environment. The 1989 Measure A related debt consistently
exceeded the Commission's standard, and coverage of 3.43 is anticipated for FY
88
"
"
"
2 0 0 9 / 1 0 . A n y c o v e r a g e l e s s t h a n 2 t o 1 w o u l d n e c e s s i t a t e u s i n g o t h e r p r o g r a m
f u n d i n g t o c o v e r a l l d e b t s e r v i c e e x p e n d i t u r e s .
C h a r t 2 4 - M e a s u r e A D e b t C a p a c i t y A n a l y s i s
$ 1 4 0 , 0 0 0 , 0 0
$ 1 2 = 0 0 , 0 0
$ 1 0 0 ( 0 0 0 , 0 0
$ 8 0 0 ) 0 , 0 0 0
$ 6 0 , 0 0 0 , 0 0 0
$ 4 0 , 0 0 0 , 0 0 0
$ 2 0 , 0 0 0 , 0 0 0
$ -
F Y 0 9 / 1 0
� S e n i o r D e b t
S e r v i c e
� A v a i l a b l e
R e v e n u e s
T a b l e 6 4 - M e a s u r e A D e b t C a p a c i t y A n a l y s i s
F Y 0 9 / 1 0
$ 1 2 1 , 5 0 0 , 0 0 0
$ 1 8 , 6 1 0 , 0 0 0
6 . 5 3
S a l e s T a x R e v e n u e s
S e n i o r D e b t S e r v i c e
C o v e r a g e R a t i o - S e n i o r D e b t
S e n i o r D e b t R a t i n g
C o m m e r c i a l P a p e r R a t i n g
A a 2 / A A + / A A
P - 1 / A - 1 +
C h a r t 2 5 - A v a i l a b l e M e a s u r e A R e v e n u e / D e b t S e r v i c e
M S e n i o r D e b t
S e r v i c e
0 A v a i l a b l e
R e v e n u e s
D e b t S e r v i c e S c h e d u l e
T a b l e 6 5 - C o m m i s s i o n S a l e s T a x R e v e n u e B o n d s D e b t S e r v i c e R e q u i r e m e n t s
F i s c a l Y e a r P r i n c i p a l I n t e r e s t
T o t a l
2 0 0 9 / 1 0 $ $ 3 , 0 0 0 , 0 0 0 $ 3 , 0 0 0 , 0 0 0
U n d e r t h e p r o v i s i o n s o f t h e 2 0 0 9 M e a s u r e A , t h e C o m m i s s i o n h a s t h e a u t h o r i t y
t o i s s u e b o n d s s u b j e c t t o a b o n d d e b t l i m i t a t i o n o f $ 5 0 0 , 0 0 0 , 0 0 0 . T h e f o l l o w i n g
i s a s u m m a r y o f d e b t i s s u e d a n d s e c u r e d b y 2 0 0 9 M e a s u r e A r e v e n u e s :
8 9
2005 Commercial Paper Notes (Limited Tax Bonds), Series A and Series B: In
February 2005, the Commission authorized a $200,000,000 commercial paper
program. On March 31, 2005, the Commission established the program for
$185,000,000 Commercial Paper Notes (Limited Tax Bonds), Series A and B.
The repayment of principal and interest on the commercial paper notes is
secured by an irrevocable direct draw letter of credit issued by the Bank of
America, as the Measure A sales tax revenues securing such repayment
commence on July 1, 2009. Maturities of the commercial paper notes may range
from one to 270 days, and interest rates are variable and dependent on current
market conditions.
The initial issuance of commercial paper in April 2005 was $30,005,000;
additional amounts of $50,000,000 and $30,000,000 were issued during FY
2006/07 and FY 2007/08, respectively. The $110,005,000 in outstanding
commercial paper notes was refinanced by the 2008 Sales Tax Revenue Bonds
in June 2008. During FY 2008/09, the Commission issued $110,000,000 in
commercial paper notes.
The note agreements require the trustee to hold all note proceeds and a portion
of sales tax revenues and to segregate all funds into separate accounts as
required by the indenture. Receipt of the 2009 Measure A sales tax revenues
begins in FY 2009/10.
2008 Sales Tax Revenue Bonds (Limited Tax Bonds), Series A-1 and A-2: In
June 2008, the Commission issued $126,395,000 principal amount of serial
bonds to refinance all of the outstanding principal amount of the commercial
paper notes and a portion of accrued interest on the notes, fund capitalized
interest through December 1, 2009, and fund a reserve fund. The bonds are
subject to redemption on December 1, 2009. If the bonds are not redeemed, they
are subject to a mandatory tender at a new interest rate.
The bond agreement require the trustee to hold all bond proceeds and a portion
of sales tax revenues and to segregate all funds into separate accounts as
required by the indentures, including a reserve fund equal to the maximum
annual debt service of approximately $10,124,000. Receipt of the 2009 Measure
A sales tax revenues begins in FY 2009/10.
The allocation of the sales tax revenue bonds to the 2009 Measure A programs
is presented in Chart 26.
•
•
90
"
"
C h a r t 2 6 P r o g r a m L o n g - T e r m D e b t
L o c a l
S t r e e t s a n d
R o a d s
2 %
H i g h w a y
9 8 %
T h e a l l o c a t i o n o f t h e s a l e s t a x r e v e n u e b o n d s b y t h e b e n e f i t i n g g e o g r a p h i c a r e a
i s p r e s e n t e d i n C h a r t 2 7 .
C h a r t 2 7 L o n g - T e r m D e b t b y G e o g r a p h i c A r e a
C o a c h e l l a
V a l l e y
6 %
P a l o V e r d e
V a l l e y
1 %
W e s t e r n
C o u n t y
9 3 %
T h e a l l o c a t i o n o f t h e s a l e s t a x r e v e n u e b o n d s d e b t s e r v i c e f o r t h e h i g h w a y
p r o g r a m b y g e o g r a p h i c a r e a i s p r e s e n t e d i n C h a r t 2 8 .
C h a r t 2 8 H i g h w a y P r o g r a m D e b t S e r v i c e f o r F Y 2 0 0 9 / 1 0 : $ 2 , 7 2 0 , 7 0 0
C o a c h e l l a
V a l l e y
1 1 %
W e s t e m
C o u n t y
8 9 %
9 1
Outstanding Debt and Legal Debt Margin at June 30, 2009
A summary of the Commission's outstanding debt secured by Measure A sales
tax revenues and related legal debt margin at June 30, 2009 is presented below:
Table 66 - Legal Debt Margin
Authorized Debt
2005 Commercial Paper Notes
2006 Series A-1 and A-2
Total Outstanding Debt
Legal Debt Margin
2009 Measure A
$ 500,000,000
110,000,000
126,395,000
236 395 000
$ 263 605 000
M
Listed below are the principal and interest payments by bond issue for FY
2009/10:
Table 67 - Bond Debt Service Requirements by Issue
Bonds Issued Principal
2008 Senior Bonds
Interest
$ $ 3,000,000
TOTAL FY 2009/10 Debt Service $ - $ 3.000.000
92
SECTION
DEPARTMENT
BUDGET
93
TABLE 68 - BUDGET COMPARISION BY DEPARTMENT
FY 2008 - 2010
*RUES:
ling Revenues
Measure A Sales Tax
LTF Sales Tax
STA Transit Allocation
Vehicle Registration Fees
Reimbursement
Other Revenue
TUMF Fees
Investment income
Total Revenues
EXPENDITURES:
Management Services
Executive Management
Administration
Legislative Affairs and Communications
Finance
Total Management Services
Regional Programs
Regional issues
Planning and Programming
Rail
Right of Way Management
Public and SpeciaAted Transit
Commuter Assistance
Motorist Assistance
Total Regional Programs
Capital Project Development and Defrvery
Debt Service
cipal Payments
rest Payments
st of Issuance
Total Debt Service
Total Expenditures
Excess (deficiency) of Revenues over (under) Expenditures
Other Financing Sources (Uses)
Transfers In
Transfers Out
Debt Proceeds
Net Financing Sources (Uses)
Excess (deficiency) of Revenues over (under) Expenditures
and Other Financing Sources (Uses)
FY 07/08
Actual
$ 142,537,500
82,118,800
10,923,400
1,684,100
22,249,100
2,073,000
14,556,600
23 744.300
299,886,200
313,200
1,672,600
822,700
1.837,500
4,846,000
893,300
4 681,000
9,050,500
551,900
88,484,200
3,453,900
3.983 300
111,098,100
FY 08/09 FY 08/09
Revised Budget Projected
$ 126,000.000 $ 121,500,000
78,599,000 72,609,300
9,300,000 4,889,400
1,495,000 1,336,200
76.371,500 39.739,700
1,927,200 S28,200
7,730,000 9,999,000
7 980,000 8,537.000
309.402,700 259,138,800
265,500
2,351,400
1,085,000
2681.100
6,383,000
5,979,700
7,836,700
9,122,100
1,212,000
110,492,300
6,487,500
3 353 100
144,483.400
192,000
1,601,400
969,500
2,230.000
4,992.900
1,843,800
7,078,500
9.278.800
816,800
84,164,100
6.271,200
2.532,700
FY 09/10
Budget
$ 121,500,000
87,641,900
1,450,000
58,443,600
506.100
11,475,000
3.419.100
284,435,700
215,300
1,617,600
1,147.100
2.888.800
5,868,800
7,530,700
3,628,200
24,279.100
1,364,600
90,927,200
6,237,300
3,386,000
111,985,900 137,353,100
Dollar Percent
Change Change
$ (4,500,000) -3.6%
9,042.900 11.5%
(9,300,000)-100.0%
(45,000) -3.0%
(17,927,900) -23.5%
(1,421,100) -73.7%
3,745,000 48.4%
(4.560,900) -57.2%
(24,967,000) -8.1%
(50,200)
(733,800)
62,100
207,700
(514,200)
1,551,000
(4,208,500)
15,157,000
152,600
(19,565,100)
(250,200)
32.900
(7,130,300)
-18.9%
-31.2%
5.7%
7.7%
-8.1 %
25.9%
53.7%
168.2%
12.6%
-17.7%
-3.9%
1.0%
-4.9%
213,718.400 446,047,400 331,225,700 328,068,300 (117,979,100) -26.4%
141,870,000
6,811,700
1 107.500
149,789.200
479 251 700
(179,365,500)
164,063,100
(184,063,100)
160 249 000
160 249 000
(19,116,500)
33.630,000
16.496,400
50,126,400
647 040 200
(337.637.500)
69,125,100
(69,125.100)
130 000 000
130 000 000
(207,637,500)
Beginning Fund Balance 550 160600 531 044 100
Ending Fund Balance $ 531 044 100. $ 323 405.6D0 $ 406 095-000 $ 280 985 500 $ (42 421 100) -13 1%
33,630,000
12.253,400
182,395,000
12.610,000
3,250,000
45 883 400 198.255.000
494,087.900 869,545.200
(234,949.100) (385,109,500)
85,529,800
(85,529,800)
110 000 000
243 482,600
(243,482,600)
260 000.000
110 000 000 260,000 000
148,765,000
(3,886,400)
3.250,000
148,128,600
22.505,000
442.4%
-23.6%
#OIV/0!
295.5%
3.5%
(47,472,000) 14.1%
174 357,500
174,357.500
130,000,000
130,000,000
252.2%
252.2%
100.0%
100.0%
(124,949,100) (125,109,500) 82,528,000 -39.7%
•
531 044 100 406095000 (124,949,100) -23.5%
94
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"
S E C T I O N 7 . 1
M A N A G E M E N T S E R V I C E S
9 5
"
"
"
E x e c u t i v e M a n a g e m e n t
M i s s i o n S t a t e m e n t :
" T o m a i n t a i n t h e h i g h e s t l e v e l o f a c h i e v e m e n t a n d p r o f e s s i o n a l i s m p o s s i b l e w h i l e
m a n a g i n g t h e a c t i v i t i e s o f t h e C o m m i s s i o n w i t h a s m a l l s t a f f , c o m p l e m e n t e d w i t h
c o n s u l t a n t s , t o e f f e c t u a t e s o u n d t r a n s p o r t a t i o n p o l i c i e s a n d l e g i s l a t i o n c o m p a t i b l e w i t h
e n v i r o n m e n t a l s t a n d a r d s . "
C h a r t 2 9 E x e c u t i v e M a n a g e m e n t
S u p p o r t
2 4 %
P r o f e s s i o n a l
3 3 %
E x p e n d i t u r e s
P e r s o n n e l
4 3 %
E x e c u t i v e M a n a g e m e n t h a s a b u d g e t o f $ 2 1 5 , 3 0 0 , a d e c r e a s e o f 1 8 . 9 % f r o m l a s t
y e a r ' s b u d g e t , f o r o v e r s i g h t o f a l l C o m m i s s i o n f u n c t i o n s . P r o f e s s i o n a l c o s t s i n c l u d e
l e g a l f e e s a n d c o n s u l t i n g s e r v i c e s . S u p p o r t c o s t s i n c l u d e v a r i o u s m e m b e r s h i p d u e s o f
$ 3 5 , 0 0 0 .
T a b l e 6 9 E x e c u t i v e M a n a g e m e n t E x p e n d i t u r e D e t a i l
F Y 0 7 / 0 8 F Y 0 8 / 0 ' 3 F Y 0 8 / 0 9 F Y 0 9 / 1 0 D o l l a r P e r c e n t
A c t u a l R e v i s e d B u d g e t P r o j e c t e d B u d g e t C h a n g e C h a n g e
S a l a r i e s a n d B e n e f i t s $ 2 2 3 , 4 0 0 $ 1 3 1 , 8 0 0 $ 9 1 , 6 0 0 $ 9 3 , 7 0 0 $ ( 3 8 , 1 0 0 ) - 2 8 . 9 %
L e g a l S e r v i c e s 3 5 , 2 0 0 5 0 , 0 0 0 3 9 , 7 0 0 4 5 , 0 0 0 ( 5 , 0 0 0 ) - 1 0 . 0 %
P r o f e s s i o n a l S e r v i c e s - O t h e r 7 , 0 0 0 2 5 , 0 0 3 1 5 , 0 0 0 2 5 . 0 0 0 - 0 . 0 %
T o t a l P r o f e s s i o n a l C o s t s 4 2 , 2 0 0 7 5 , 0 0 0 5 4 , 7 0 0 7 0 , 0 0 0 ( 5 , 0 0 0 ) - 6 . 7 %
S u p p o r t C o s t s 4 7 , 6 0 0 5 8 . 7 0 0 4 5 , 7 0 0 5 1 6 0 0 ( 7 , 1 0 0 ) - 1 2 . 1 %
T O T A L E x e c u t i v e M a n a g e m e n t $ 3 1 3 . 2 0 Q $ 2 6 5 5 0 0 $ 1 9 2 0 0 Q $ 2 1 5 3 0 0 $ ( 5 0 . 2 0 0 1 - 1 L M
9 6
Executive Management Staffing Summary
Department Budget Overview
Department Description
The Executive Director is responsible for and provides strong leadership in developing
and implementing new strategies at the local, regional, and statewide levels to assure
project delivery of transportation improvements throughout the County. Furthermore,
Executive Management is committed to fostering a positive and supportive work
environment for staff that emphasizes quality work and encourages teamwork and
open communication, while recognizing individual achievement. This is accomplished
through a productive and collaborative effort with the members of the Commission and
the oversight of the Commission's Executive Committee.
Key Assumptions
• The Executive Director will play a prominent role with external audiences with an
emphasis on working with Congress, Riverside County business organizations,
and Southern California transportation agencies and local governments regarding
the reauthorization of the federal transportation act and on advancing
transportation policy in California.
• Project delivery will be a top priority in FY 2009/10 given the Proposition 1 B bond
funding in the Trade Corridors Improvement Fund (TCIF) and Corridor Mobility
Improvement Account (CMIA) categories.
• The Commission will repeatedly be in the public eye as projects ratchet up the
public involvement process as part of the environmental analysis that is being
conducted on the development of the Mid County Parkway, realignment of SR-79,
construction of the Perris Valley Line project, and widening of 1-215.
• The development of the Perris Valley Line project will mark Riverside County's first
major rail expansion in more than 11 years and will require significant effort from
the Executive Director to obtain approvals from the FTA, local railroads, and
community.
• The Commission will have a high profile throughout the state due to its efforts to
obtain design build authority for the construction of the SR-91 corridor
improvement project in Corona.
•
97
"
"
" A s a c o s t s a v i n g s m e a s u r e , t h e r e w i l l b e n o m e r i t - b a s e d p a y i n c r e a s e s f o r
e m p l o y e e s d u r i n g F Y 2 0 0 9 / 1 0 .
A c c o m p l i s h m e n t s
F Y 2 0 0 8 / 0 9 s a w e x t r a o r d i n a r y a c c o m p l i s h m e n t s a t t h e C o m m i s s i o n , p l a c i n g i t i n t h e
t o p t i e r o f C a l i f o r n i a t r a n s p o r t a t i o n o r g a n i z a t i o n s . I n s e v e r a l a r e a s , t h e C o m m i s s i o n
s t o o d b y i t s e l f i n s u c c e s s f u l a d v o c a c y , i n n o v a t i o n , a n d l e a d e r s h i p .
" C o m p l e t e d t h e r e c o n s t r u c t i o n o f t h e S R - 6 0 / S R - 9 1 / 1 - 2 1 5 i n t e r c h a n g e . W h i l e
C a f t a n s s e r v e d a s t h e l e a d c o n s t r u c t i o n a g e n c y , t h e C o m m i s s i o n f u n d e d a s m u c h
a s 8 5 p e r c e n t o f t h e o v e r a l l p r o j e c t . A l l f i n a n c i a l c o n s i d e r a t i o n s w i t h t h e c o n t r a c t o r
h a v e b e e n r e s o l v e d .
" T h r o u g h t h e e f f o r t s o f t h e S o u t h e r n C a l i f o r n i a W o r k i n g G r o u p i n 2 0 0 8 , t h e
C o m m i s s i o n w a s s u c c e s s f u l i n o b t a i n i n g $ 1 6 2 . 7 m i l l i o n i n P r o p o s i t i o n 1 B T C I F t o
b u i l d 1 2 r a i l r o a d g r a d e s e p a r a t i o n s a n d i m p r o v e m e n t s o n t h e 1 - 2 1 5 N a n B u r e n
B o u l e v a r d i n t e r c h a n g e . A n u m b e r o f t h e s e p r o j e c t s a r e u n d e r w a y w i t h t h e c i t y o f
R i v e r s i d e m o v i n g f o r w a r d w i t h c o n s t r u c t i o n a t C o l u m b i a A v e n u e .
" C o n t i n u e d t o i m p l e m e n t c o m p o n e n t s o f t h e 1 0 - Y e a r W e s t e m C o u n t y H i g h w a y
D e l i v e r y P l a n . M o r e t h a n $ 8 9 m i l l i o n i n e n g i n e e r i n g c o n t r a c t s h a v e b e e n a w a r d e d
f o r p r e l i m i n a r y e n g i n e e r i n g w o r k a n d e n v i r o n m e n t a l s t u d i e s o n 1 - 1 5 , 1 - 2 1 5 , a n d S R -
9 1 . S i g n i f i c a n t c o m p o n e n t s o f t h e e n v i r o n m e n t a l w o r k h a v e b e e n c o m p l e t e d o n t h e
1 - 2 1 5 .
" L a u n c h e d t h e C a l i f o r n i a E n v i r o n m e n t a l Q u a l i t y A c t ( C E Q A ) p r o c e s s f o r t h e P e r r i s
V a l l e y L i n e p r o j e c t , w h i c h i n c l u d e d t h r e e p u b l i c m e e t i n g s o r h e a r i n g s a n d
p r e s e n t a t i o n s t o o r g a n i z a t i o n s s u c h a s t h e R i v e r s i d e U n i f i e d S c h o o l D i s t r i c t .
" M o v e d f o r w a r d w i t h t h e e v e n t u a l i m p l e m e n t a t i o n o f t h e P e r r i s V a l l e y L i n e p r o j e c t
b y r e a c h i n g a g r e e m e n t w i t h B N S F f o r a c c e s s t o i t s m a i n l i n e .
" C o n t i n u e d r i g h t o f w a y a c q u i s i t i o n f o r t h e S R - 9 1 H O V l a n e p r o j e c t i n D o w n t o w n
R i v e r s i d e .
" C o m p l e t e d t h e l e g i s l a t i v e p r o c e s s f o r o b t a i n i n g t o l l a p p r o v a l o n t h e S R - 9 1 a n d 1 - 1 5
c o r r i d o r i m p r o v e m e n t s w i t h t h e a p p r o v a l o f S B 1 3 1 6 a n d A B 1 9 5 4 , r e s p e c t i v e l y .
" C o m p l e t e d a d r a f t e n v i r o n m e n t a l d o c u m e n t f o r t h e M i d C o u n t y P a r k w a y a n d
c o n d u c t e d a l e n g t h y p u b l i c c o m m e n t p e r i o d . A s a r e s u l t o f t h e c o m m e n t s , a
n u m b e r o f c h a n g e s h a v e b e e n m a d e t o t h e p r o p o s e d p r o j e c t .
" C o n t i n u e d m u l t i a g e n c y i m p l e m e n t a t i o n e f f o r t s r e l a t e d t o t h e p r o p o s e d I r v i n e -
C o r o n a E x p r e s s w a y a n d , a s p a r t o f t h i s e f f o r t , c o m p l e t e d d r i l l i n g f o r g e o l o g i c a l
t e s t i n g t o d e t e r m i n e t h e v i a b i l i t y o f a t u n n e l f o r t h i s p r o j e c t . T h e c o m p l e t i o n o f t h e
o v e r a l l s t u d y a n d f e a s i b i l i t y e f f o r t i s e x p e c t e d t h i s y e a r .
" C o n t i n u e d l a n d a c q u i s i t i o n s i n s u p p o r t o f t h e M S H C P u s i n g t h e c o m m e r c i a l p a p e r
p r o g r a m .
" I m p l e m e n t e d a c o m p r e h e n s i v e c o s t - s a v i n g s p r o g r a m t h a t i n c l u d e s t h e
i m p l e m e n t a t i o n o f a n e a r l y r e t i r e m e n t i n c e n t i v e , t h e e l i m i n a t i o n o f a d m i n i s t r a t i v e
l e a v e t i m e , r e d u c t i o n s i n t r a v e l - r e l a t e d e x p e n d i t u r e s , a n d t h e e l i m i n a t i o n o f a
f l o a t i n g h o l i d a y f o r C o m m i s s i o n e m p l o y e e s .
" F u n d e d a n d / o r c o m p l e t e d m a j o r c o n s t r u c t i o n p r o j e c t s i n F Y 2 0 0 8 / 0 9 , i n c l u d i n g :
9 8
o Completion of a new parking structure at the North Main Corona commuter rail
station;
o Completion of funding for a new Bob Hope Drive/Ramon Road interchange on
-10, which will begin construction in 2009;
o Ongoing STIP-funded CVAG project development efforts for additional
interchange improvements on 1-10;
o Completion of the SR-91/Green River Road interchange construction as a
result of state and federal funding buttressed by the Commission's commercial
paper program; and
o Implementation of the federal American Recovery and Reinvestment Act
(ARRA) funding for several projects throughout the County.
Major Initiatives
Project development and delivery will continue as the key Measure A priority. Work efforts
are ongoing for the SR-74, SR-79, SR-91, 1-15, 1-215, Mid County Parkway, and
Coachella Valley Measure A commitments in partnership with CVAG. Continuing
expansion of commuter rail parking as well as project development and planning for the
Perris Valley Line will also be top priorities in FY 2009/10.
Due to the continuing significance and volatility of the State's General Fund and budgetary
issues on transportation funding, staff will continue to explore alternative financing
opportunities. The approval of ARRA funding to build infrastructure was unexpected but
provided a needed one-time increase in federal funding to build new projects. The ongoing
implementation of these improvements will continue during FY 2009/10. A regional effort
to generate additional funding for goods movement needs has been launched with the
Ports. Instead of seeking a legislatively mandated container fee, transportation agencies
are working closely with the Ports to develop a cooperative surcharge to fund regional
improvements including grade separations in Riverside County.
Regional cooperation and collaboration will continue to be given significant emphasis
consistent with the philosophy and mission of this Commission. This has proven
successful as part of the Southern Califomia Working Group effort and will become
increasingly important to ensure that Southern California receives needed funding when
Congress reauthorizes the federal transportation act in 2009. T oward that goal, the
Commission is also a member of Mobility 21, which is comprised of county transportation
agencies, business organizations, and the Automobile Club of Southem Califomia.
Mobility 21's aim is to raise awareness and funding for Southern California transportation
needs.
Enhanced external communications will remain atop Commission priority. Media relations
will continue to be formally cultivated, and press releases will remain a major effort along
with the Commission Connection newsletter. An expanding and systematic outreach to
business and civic groups, focusing on Commission efforts in terms of funding,
construction, and services will be the central feature of the communications program.
•
•
•
99
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"
W h i l e a c t i v e l y p a r t i c i p a t i n g i n a l l o f t h e s e m a j o r e n d e a v o r s , t h e E x e c u t i v e D i r e c t o r w i l l
m a i n t a i n a n d i m p r o v e a d m i n i s t r a t i v e e f f i c i e n c y a n d f i s c a l l y s o u n d p r a c t i c e s
c h a r a c t e r i s t i c o f t h e C o m m i s s i o n . W i t h a t o t a l o f 4 1 b u d g e t e d s t a f f p o s i t i o n s , t h e
C o m m i s s i o n o r g a n i z a t i o n r e m a i n s c o n s i s t e n t w i t h C o m m i s s i o n d i r e c t i o n . T h e n u m b e r
o f b u d g e t e d p o s i t i o n s i s d o w n f r o m t h e p r e v i o u s f i s c a l y e a r d u e t o t h e i m p l e m e n t a t i o n
o f a n e a r l y r e t i r e m e n t p r o g r a m t o s a v e c o s t s .
T h e C o m m i s s i o n w i l l c o n t i n u e t o b e c o m p e t i t i v e i n t h e e m p l o y m e n t m a r k e t a n d w i l l r e t a i n
c a p a b l e s t a f f a s w e l l a s a t t r a c t h i g h q u a l i t y a p p l i c a n t s . S t a f f t r a i n i n g a n d d e v e l o p m e n t w i l l
c o n t i n u e , e n a b l i n g o u r s m a l l a n d d e d i c a t e d s t a f f t o e n h a n c e s k i l l s , p r o d u c t i v i t y , a n d v a l u e .
O u r g o a l i s t o m a i n t a i n t h e m o s t e f f e c t i v e m i d - s i z e d t r a n s p o r t a t i o n a g e n c y i n C a l i f o r n i a .
D e p a r t m e n t G o a l s
M a x i m i z e f u n d i n g f o r t r a n s p o r t a t i o n i m p r o v e m e n t s i n R i v e r s i d e C o u n t y t h r o u g h
l e g i s l a t i v e a d v o c a c y a n d l o c a l l y c o n t r o l l e d f u n d i n g o p t i o n s s u c h a s s a l e s t a x e s .
O b j e c t i v e s :
" I m p l e m e n t t h e C o m m i s s i o n ' s e a r l y d e v e l o p m e n t p r o j e c t p r i o r i t i e s o u t l i n e d i n t h e
r e c e n t C o m m i s s i o n w o r k s h o p s , f o c u s i n g o n t h e f i r s t 1 0 y e a r s o f t h e 2 0 0 9 M e a s u r e
A a n d t h e c l o s e o u t o f t h e 1 9 8 9 M e a s u r e A e x p e n d i t u r e p l a n .
" A d v o c a t e f e d e r a l a p p r o p r i a t i o n s f o r c u r r e n t p r o j e c t s , F T A S m a l l S t a r t s r a i l f u n d i n g ,
a n d t h e r e g i o n a l e f f o r t s t o r e d u c e t h e c o m m u n i t y i m p a c t s o f r a i l g o o d s m o v e m e n t .
" P l a c e a n e m p h a s i s o n i n i t i a t i n g f e d e r a l l y a u t h o r i z e d a n d f u n d e d p r o j e c t s i n c l u d e d
w i t h i n t h e n e w f e d e r a l t r a n s p o r t a t i o n b i l l a n d t h e C o m m i s s i o n ' s o n g o i n g p r o j e c t
p r i o r i t i e s . E x e c u t i v e s t a f f w i l l r e s p o n d t o t h e S t a t e ' s t r a n s p o r t a t i o n f u n d i n g i s s u e s
b y c o n t i n u i n g p r o j e c t w o r k o n n a m e d M e a s u r e A p r o j e c t s .
" W o r k w i t h t h e P o r t s o n t h e i r e f f o r t s t o d e v e l o p a s u r c h a r g e t o p a y f o r 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 s i n c l u d i n g r a i l r o a d g r a d e s e p a r a t i o n s .
S u p p o r t r e g i o n a l t r a n s p o r t a t i o n s o l u t i o n s i n c o o p e r a t i o n w i t h s u r r o u n d i n g
c o u n t i e s t h a t a r e o f b e n e f i t t o R i v e r s i d e C o u n t y .
O b j e c t i v e s :
" C o n t i n u e w o r k o n g r a d e s e p a r a t i o n a n d r a i l c a p a c i t y p r o j e c t s f u n d e d t h r o u g h
S A F E T E A - L U a n d T C I F a s w e l l a s t h o s e c a l l e d f o r i n t h e C o m m i s s i o n ' s $ 5 6 1
m i l l i o n G r a d e S e p a r a t i o n P l a n a d o p t e d i n O c t o b e r 2 0 0 6 .
" W o r k w i t h n e i g h b o r i n g c o u n t i e s r e g a r d i n g c o r r i d o r i m p r o v e m e n t s o n S R - 7 1 a n d
S R - 9 1 a s w e l l a s o n 1 - 1 5 a n d 1 - 2 1 5 .
" M a i n t a i n a n e f f e c t i v e w o r k i n g r e l a t i o n s h i p w i t h t h e a g e n c i e s t h a t c o m p r i s e
M e t r o l i n k t o e n s u r e t h a t R i v e r s i d e C o u n t y c o m m u t e r r a i l n e e d s a r e s e r v e d i n a n
e f f i c i e n t , e f f e c t i v e , a n d s a f e m a n n e r .
1 0 0
Maintain effective working relationships with Commissioners to strengthen and
expand the Commission's leadership in transportation policy decision -making
at all levels of government.
Objectives:
• Facilitate Commissioner participation at the regional, state, and federal levels to
raise the interests of the Commission and seek favorable action.
• Continue regular one-on-one meetings between the Executive Director, senior
staff, and the Commissioners.
While maintaining a relatively small staff, promote the Commission's
effectiveness by improving and developing staff skills, using state-of-the-art
working tools, and fostering an environment that encourages and rewards
individual and team effort.
Objectives:
• Continue to maintain a well -documented employee appraisal process that provides
clear, understandable, and measurable performance criteria for all employees.
• Continue to refine the Commission's performance -based compensation system.
Develop the framework for a Commission culture that enhances productivity,
encourages regular and open communication among staff, and promotes the
mutual achievement of individual and organizational goals and objectives.
Objectives:
• Conduct a semi-annual review of organization accomplishments as measured
against planned objectives to determine progress in meeting those objectives and
action steps needed.
• Facilitate open communications and coordination between management,
professional staff, and support staff through regular meetings.
Executive Management
PerformanceA/Vorkload Indicators
FY 07/08
Actual
FY 08/09
Estimated
FY 09/10
Projected
Expenditures
$479,251,700
$494,087,900
$669,545,200
Put5fia 3�E. 10
Staffing levels
42
45
41
Administration costs as percentage
of expenditures
2.50%
3.08%
2.97%
101
"
"
A d m i n i s t r a t i o n
M i s s i o n S t a t e m e n t :
" T o p r o v i d e q u a l i t y a n d e f f i c i e n t s e r v i c e s t o t h e B o a r d o f C o m m i s s i o n e r s , i t s s t a f f ,
a n d e x t e r n a l c u s t o m e r s a n d t o c o m p l y w i t h a p p l i c a b l e f e d e r a l a n d s t a t e
r e q u i r e m e n t s . "
C h a r t 3 0 A d m i n i s t r a t i o n
S u p p o r t
7 1 %
E x p e n d i t u r e s
C a p i t a l
O u t l a y
1 %
P e r s o n n e l
2 2 � %
P r o f e s s i o n a l
6 %
T h e A d m i n i s t r a t i o n D e p a r t m e n t ' s t o t a l b u d g e t i s $ 1 , 6 1 7 , 6 0 0 f o r o f f i c e o p e r a t i o n s
i n c l u d i n g m a n a g e m e n t o f o f f i c e s p a c e , l e a s e , a n d e q u i p m e n t ; r e c o r d s ; C o m m i s s i o n
a n d c o m m i t t e e m e e t i n g s ; a n d s p e c i a l e v e n t s a s w e l l a s f o r t h e c l e r k o f t h e b o a r d a n d
h u m a n r e s o u r c e s f u n c t i o n s .
S a l a r i e s a n d b e n e f i t s e x p e n d i t u r e s o f $ 3 5 7 , 7 0 0 r e f l e c t a d e c r e a s e i n F T E s f r o m 4 . 6 5
t o 4 . 2 2 . P r o f e s s i o n a l c o s t s o f $ 9 8 , 0 0 0 c o v e r v a r i o u s s e r v i c e s i n c l u d i n g , b u t n o t
l i m i t e d t o , C o m m i s s i o n e r s ' p e r d i e m , l e g a l f e e s , a n d c o n s u l t a n t a n d o t h e r
p r o f e s s i o n a l s e r v i c e s . S u p p o r t c o s t s o f $ 1 , 4 1 1 , 9 0 0 c o v e r a d m i n i s t r a t i v e o v e r h e a d
i n c l u d i n g o f f i c e m a i n t e n a n c e ; C o m m i s s i o n i n s u r a n c e c o v e r a g e ; i n f o r m a t i o n
t e c h n o l o g y u p d a t e s , s u p p o r t , a n d m a i n t e n a n c e ; a n d r e c r u i t m e n t s . G e n e r a l b u s i n e s s
i n s u r a n c e c o s t s b u d g e t e d i n F Y 2 0 0 8 / 0 9 w e r e h i g h e r t h a n r e q u i r e d . T h e
C o m m i s s i o n h a s b e e n i n t h e p r o c e s s o f m a j o r u p g r a d e s o f c o m p u t e r h a r d w a r e a n d
s o f t w a r e i n r e c e n t y e a r s ; h o w e v e r , s i g n i f i c a n t c a p i t a l o u t l a y e x p e n d i t u r e s a r e n o t
e x p e c t e d i n F Y 2 0 0 9 / 1 0 .
1 0 2
Table 70 — Administration Expenditure Detail
FY 07/08 FY 08/09 FY 08/09 FY 09/10 Dollar Percent
Actual Revised Budget Projected Budget Change Change
Salaries and Benefits $ 356,900 $ 444,000 $ 447,400 $ 357,700 $ (86,300) -19.4%
Professional Costs
Commissioner - Per Dlem 60,300 56,000 50,200 55,000 (1,000) -1.8%
Legal Services 16,300 19,000 33,500 33,000 14,000 73.7%
Professional Services -Other 14.000 11.000 5,000 10,000 (1.0001 -9 1%
Total Professional Costs 90,600 86,000 88,700 98,000 12,000 14.0%
Support Costs
Capital Outlay
TOTAL Administration
1,107,700 1,471,400 976,300 1,141,900 (329,500) -22.4%
117,400 350000 89,000 20,000 (330,000) -94.3%
S 1.672.60Q S 2 351 400 S 1.601.400 S 1. 17-190 $ (7310001 11.2%
Administration Staffing Summary
Department Budget Overview — Office Operations
Department Description
Office Operations oversees the daily maintenance needs of the Commission's office
facility and its staff; manages information technology and records management
systems; oversees the office lease; purchases office supplies and equipment;
maintains a safe working environment for Commission board members, staff, and
consultants; and provides support services. Office Operations continues to operate
with a small staff of six consisting of the Office and Board Services Manager, Senior
Administrative Assistant, three Administrative Assistants, and Senior Office
Assistant.
103
"
K e y A s s u m p t i o n s
" S u p p o r t i s p r o v i d e d t o 4 1 f u l l - t i m e C o m m i s s i o n s t a f f .
" R e q u e s t s f o r p r o j e c t p r o p o s a l s a n d p r o j e c t n o t i c e s o f c o m p l e t i o n a r e p o s t e d a n d
p r i n t e d i n a c c o r d a n c e w i t h a p p l i c a b l e f e d e r a l , s t a t e , a n d l o c a l r e g u l a t i o n s .
" I n f o r m a t i o n t e c h n o l o g y s y s t e m s a r e u p d a t e d t o e n s u r e e f f i c i e n c y .
" A n a c c u r a t e a n d e f f i c i e n t r e c o r d s m a n a g e m e n t s y s t e m i s m a i n t a i n e d .
A c c o m p l i s h m e n t s
" U p d a t e d t h e w e b p a g e i n a t i m e l y m a n n e r f o r t h e p o s t i n g s o f a g e n d a s , l e g a l
n o t i c e s , r e q u e s t s f o r p r o p o s a l s , a n d e m p l o y m e n t o p p o r t u n i t i e s .
" M a i n t a i n e d e f f i c i e n t i n f o r m a t i o n t e c h n o l o g y i n f r a s t r u c t u r e t h r o u g h n e w e q u i p m e n t
f o r w o r k s t a t i o n s a n d c o n t r o l r o o m o p e r a t i o n s .
" M a i n t a i n e d t h e e l e c t r o n i c r e c o r d s m a n a g e m e n t s y s t e m t o e n s u r e a c c u r a t e a n d
e f f i c i e n t p r o c e s s i n g o f i n c o m i n g a n d o u t g o i n g c o r r e s p o n d e n c e a n d d o c u m e n t s .
M a j o r I n i t i a t i v e s
T h e C o m m i s s i o n w i l l c o n t i n u e t o m a i n t a i n a r o b u s t e l e c t r o n i c r e c o r d s m a n a g e m e n t
s y s t e m . A c h i e v i n g g r e a t e r e f f i c i e n c i e s a n d s t r e n g t h e n i n g t h e C o m m i s s i o n ' s r e c o r d s
m a n a g e m e n t p r o c e s s e s a n d p r o c e d u r e s , t h e s y s t e m p e r t a i n s t o t h e m a n a g e m e n t ,
s t o r a g e , a n d a c c e s s i b i l i t y o f t h e C o m m i s s i o n ' s a c t i o n s a n d d o c u m e n t s a n d t h e
r e t e n t i o n c a p a b i l i t y f o r i n c o m i n g a n d i n t e r n a l l y c r e a t e d r e c o r d s .
O f f i c e O p e r a t i o n s w i l l c o n t i n u e t o p r o v i d e h i g h q u a l i t y s u p p o r t s e r v i c e s t o t h e B o a r d
o f C o m m i s s i o n e r s a n d t o i n t e r n a l a n d e x t e r n a l c u s t o m e r s b y p r o v i d i n g a w o r k i n g
e n v i r o n m e n t t h a t e n h a n c e s t h e o v e r a l l m i s s i o n o f t h e C o m m i s s i o n .
D e p a r t m e n t G o a l O f f i c e O p e r a t i o n s
E n s u r e q u a l i t y s e r v i c e t h a t d e m o n s t r a t e s r e s p o n s i v e n e s s a n d f l e x i b i l i t y a n d
p r o v i d e s s e r v i c e s a t t h e m o s t r e a s o n a b l e c o s t .
O b j e c t i v e s :
" S u p p o r t 4 1 f u l l - t i m e s t a f f .
" P r o v i d e a c c e s s i b i l i t y t o m e e t i n g a g e n d a s , l e g a l n o t i c e s , r e q u e s t s f o r p r o p o s a l ,
a n d e m p l o y m e n t o p p o r t u n i t i e s t h r o u g h t h e C o m m i s s i o n ' s w e b p a g e .
" C o n t i n u e t o i m p r o v e a d m i n i s t r a t i v e e f f i c i e n c y t h r o u g h a u t o m a t i o n o f r e c o r d s
p r o c e s s i n g .
" P r o v i d e a s a f e w o r k i n g e n v i r o n m e n t w i t h t h e m a i n t e n a n c e o f a n i n j u r y a n d i l l n e s s
p r e v e n t i o n p r o g r a m .
" P o s t l e g a l n o t i c e s a n d r e q u e s t s f o r p r o p o s a l o n t h e C o m m i s s i o n ' s w e b p a g e a n d
i n t h e n e w s p a p e r s o n a t i m e l y b a s i s .
" P r o v i d e o f f i c e s u p p l i e s , e q u i p m e n t , a n d s e r v i c e s c o n s i s t e n t w i t h i n t e n d e d q u a l i t y
a n d c a p a b i l i t i e s a t t h e m o s t a d v a n t a g e o u s p r i c e a f f o r d e d i n t h e m a r k e t .
" M a n a g e t h e C o m m i s s i o n ' s i n f o r m a t i o n t e c h n o l o g y s y s t e m s .
1 0 4
" D e v e l o p a n d i m p l e m e n t a D i s a s t e r R e c o v e r y P l a n t o e n s u r e u n i n t e r r u p t e d .
C o m m i s s i o n o p e r a t i o n s .
D e p a r t m e n t B u d g e t O v e r v i e w C l e r k o f t h e B o a r d
D e p a r t m e n t D e s c r i p t i o n
T h e C l e r k o f t h e B o a r d s t a f f p r o v i d e s s u p p o r t s e r v i c e s t o t h e B o a r d o f
C o m m i s s i o n e r s , w h i c h i n c r e a s e d t o 3 2 m e m b e r s i n O c t o b e r 2 0 0 8 , a n d i t s a l t e r n a t e s
a n d f o r C o m m i s s i o n a n d c o m m i t t e e m e e t i n g s . I t s e r v e s a s a n i m p o r t a n t r e s o u r c e f o r
t h e C o m m i s s i o n a n d h a s t h e r e s p o n s i b i l i t y f o r r e c o r d i n g , p u b l i s h i n g , p r e s e r v i n g , a n d
f i l i n g m e e t i n g p r o c e e d i n g s o f d o c u m e n t s a c t e d u p o n b y t h e C o m m i s s i o n a n d i t s
c o m m i t t e e s ; p o s t i n g l e g a l n o t i c e s , c a p i t a l p r o j e c t r e q u e s t s f o r p r o p o s a l s ' , a n d n o t i c e s
o f p r o j e c t c o m p l e t i o n ; p r o c e s s i n g c l a i m s a g a i n s t t h e C o m m i s s i o n ; f u l f i l l i n g
r e q u i r e m e n t s o f t h e C o m m i s s i o n a n d t h e c o m m i t t e e s a s i t r e l a t e s t o t h e C o n f l i c t o f
I n t e r e s t C o d e ; s e r v i n g a s t h e F i l i n g O f f i c e r f o r E c o n o m i c I n t e r e s t a n d C a m p a i g n
D i s c l o s u r e s t a t e m e n t s a n d l e g a l c l a i m s a g a i n s t t h e C o m m i s s i o n ; c o o r d i n a t i n g
C o m m i s s i o n s p e c i a l e v e n t s a n d m e e t i n g s ; a n d p e r f o r m i n g a l l d u t i e s r e q u i r e d b y l a w ,
r u l e s , o r o r d e r o f t h e B o a r d o f C o m m i s s i o n e r s .
K e y A s s u m p t i o n s
" S t a f f s u p p o r t a n d m e e t i n g s e r v i c e s a r e p r o v i d e d - t o 3 2 C o m m i s s i o n e r s a n d t h e i r
a l t e m a t e s , t h e C o m m i s s i o n , t h r e e e s t a b l i s h e d c o m m i t t e e s , a n d a n u m b e r o f a d h o c
c o m m i t t e e s .
" M o n t h l y a g e n d a p a c k e t s a n d s u p p o r t i n g d o c u m e n t s a n d l e g a l n o t i c e s a r e p u b l i s h e d
a n d d i s t r i b u t e d i n a c c o r d a n c e w i t h t h e B r o w n A c t .
" O f f i c e r s a n d m e m b e r s o f t h e C o m m i s s i o n a r e k e p t i n f o r m e d b y p r o v i d i n g t h e m w i t h
t h e m o s t c u r r e n t a n d a c c u r a t e d a t a t o a s s i s t t h e m a n d f a c i l i t a t e t h e i r d e c i s i o n m a k i n g
r e s p o n s i b i l i t i e s .
" F r e q u e n t c o m m u n i c a t i o n w i t h C o m m i s s i o n e r s c o n t i n u e s t o p r o v i d e n e w s a n d
u p d a t e s o n C o m m i s s i o n i t e m s a n d t r a n s p o r t a t i o n - r e l a t e d m e e t i n g s .
" A v a i l a b l e t e c h n o l o g y i s u s e d t o p r o v i d e s i m p l i f i e d a c c e s s o f a g e n d a i t e m s a n d
C o m m i s s i o n a c t i o n s b y t h e p u b l i c , l o c a l a g e n c i e s , a n d s t a f f .
" C o m p l i a n c e w i t h s t a t e a n d f e d e r a l u p d a t e s i s a c h i e v e d a s i t r e l a t e s t o t h e B r o w n A c t .
A c c o m p l i s h m e n t s
" U p d a t e d t h e w e b p a g e a n d t h e b u l l e t i n b o a r d f o r t h e a g e n d a , m i n u t e s , a n d
s u p p o r t i n g d o c u m e n t s .
" P o s t e d l e g a l n o t i c e s i n l o c a l n e w s p a p e r s a n d o n t h e C o m m i s s i o n ' s w e b p a g e .
" R e g u l a r l y a d v i s e d o f f i c e r s a n d m e m b e r s o f t h e C o m m i s s i o n a n d t h e i r s t a f f o n
c h a n g e s t o C o m m i s s i o n m e e t i n g s a n d o t h e r t r a n s p o r t a t i o n - r e l a t e d m e e t i n g s .
" A r r a n g e d C o m m i s s i o n a n d c o m m i t t e e m e e t i n g s a n d s p e c i a l e v e n t s o f t h e
C o m m i s s i o n .
" S c h e d u l e d a n d a d v e r t i s e d u n m e t t r a n s i t n e e d s h e a r i n g i n B l y t h e f o r t h e P a l o
V e r d e V a l l e y a r e a .
"
"
1 0 5
"
"
"
" P r o c e s s e d a n d t r a n s m i t t e d C o m m i s s i o n - a p p r o v e d r e s o l u t i o n s a n d o r d i n a n c e s t o
a p p r o p r i a t e a g e n c i e s i n a t i m e l y m a n n e r .
M a j o r I n i t i a t i v e s
E a c h y e a r , l o c a l a g e n c i e s m a k e c h a n g e s t o t h e i r a p p o i n t m e n t s r e g a r d i n g t h e i r
r e p r e s e n t a t i o n o n t h e C o m m i s s i o n . S t a f f h a s m a d e a n d w i l l c o n t i n u e t o m a k e e v e r y
e f f o r t t o e n s u r e t h a t t h e n e w l y a p p o i n t e d r e p r e s e n t a t i v e s , a s w e l l a s t h e i r r e s p e c t i v e
s t a f f , a r e a w a r e o f o p e r a t i o n a l p o l i c i e s o f t h e C o m m i s s i o n a n d o t h e r t r a n s p o r t a t i o n -
r e l a t e d m e e t i n g s . T h e r e w i l l b e c o n t i n u e d e m p h a s i s o n t h e u t i l i z a t i o n o f e l e c t r o n i c
m a i l w i t h C o m m i s s i o n e r s f o r m o r e e f f i c i e n t c o m m u n i c a t i o n s .
S t a f f w i l l c o n t i n u e t o u p d a t e t e c h n o l o g y t o s t r e a m l i n e p r o c e s s e s a n d p r o c e d u r e s f o r
e a s i e r a c c e s s t o C o m m i s s i o n a c t i o n s , m i n u t e s , r e s o l u t i o n s , a n d o r d i n a n c e s .
D e p a r t m e n t G o a l s C l e r k o f t h e B o a r d
E n s u r e c o o r d i n a t i o n a n d d o c u m e n t a t i o n o f C o m m i s s i o n a n d c o m m i t t e e
m e e t i n g s a n d p r o v i d e p u b l i c a c c e s s i b i l i t y t o a g e n d a i t e m s a s r e q u i r e d b y s t a t e
r e g u l a t i o n s .
O b j e c t i v e s :
" P r o v i d e a c c u r a t e , h i g h q u a l i t y a g e n d a p a c k e t s f o r C o m m i s s i o n a n d c o m m i t t e e
m e e t i n g s .
" C o n t i n u e t o p r o v i d e s u p p o r t t o C o m m i s s i o n m e m b e r s , s t a f f , a n d a t t e n d e e s o f
C o m m i s s i o n a n d c o m m i t t e e m e e t i n g s .
" P o s t m e e t i n g a g e n d a s a n d s u p p o r t i n g d o c u m e n t s i n c o m p l i a n c e w i t h B r o w n A c t
r e q u i r e m e n t s .
" M a i n t a i n a n a c c u r a t e l i s t o f C o m m i s s i o n e r s a n d a l t e r n a t e s a n d s u b m i t m e m b e r s h i p
r o s t e r c h a n g e s t o t h e S e c r e t a r y o f S t a t e .
" M a i n t a i n a n d f i l e a l l C o m m i s s i o n a n d c o m m i t t e e m e e t i n g s a n d o f f i c i a l r e c o r d s o f t h e
C o m m i s s i o n .
" P e r f o r m a l l d u t i e s w i t h i n m a n d a t e d d e a d l i n e s .
" M a i n t a i n a n d p r o m o t e g o o d C o m m i s s i o n a n d s t a f f r e l a t i o n s .
F a c i l i t a t e a c c e s s o f i n f o r m a t i o n t o C o m m i s s i o n r e c o r d s .
O b j e c t i v e s :
" C o n t i n u e t o r e s p o n d t o r e q u e s t s f o r r e c o r d s a n d i n f o r m a t i o n o n a t i m e l y b a s i s
a n d i n a c c o r d a n c e w i t h s t a t e l a w .
" C o n t i n u e t o i m p r o v e t h e C o m m i s s i o n ' s r e c o r d k e e p i n g p r a c t i c e s b y u p d a t i n g t h e
e l e c t r o n i c r e c o r d s m a n a g e m e n t s y s t e m .
" M a i n t a i n C o m m i s s i o n a g r e e m e n t s , a m e n d m e n t s , m e m o r a n d a o f u n d e r s t a n d i n g ,
r e s o l u t i o n s , a n d o r d i n a n c e s .
" M a i n t a i n a c e n t r a l i z e d d a t a b a s e f o r C o m m i s s i o n e r s , a g e n c i e s , a n d c o n s u l t a n t
c o n t a c t i n f o r m a t i o n .
1 0 6
" C o o r d i n a t e s p e c i a l a c t i v i t i e s , m e e t i n g s , e v e n t s , a n d c o n f e r e n c e s a s r e q u e s t e d b y
t h e E x e c u t i v e D i r e c t o r a n d t h e C o m m i s s i o n .
D e p a r t m e n t B u d g e t O v e r v i e w H u m a n R e s o u r c e s
D e p a r t m e n t D e s c r i p t i o n
H u m a n R e s o u r c e s r e s p o n s i b i l i t i e s i n c l u d e a d m i n i s t e r i n g t h e r e c r u i t m e n t , s e l e c t i o n ,
a n d a p p r a i s a l p r o c e s s ; u p d a t i n g a n d c o n d u c t i n g a b i e n n i a l s u r v e y o f c o m p a r a b l e
s a l a r i e s a n d b e n e f i t s ; . m a i n t a i n i n g p e r s o n n e l p o l i c i e s a n d p r o c e d u r e s ; a n d
s c h e d u l i n g p e r i o d i c s e s s i o n s f o r s t a f f t o r e v i e w b e n e f i t s a n d p e r s o n n e l r u l e s a n d f o r
s u p e r v i s o r s t o r e v i e w t h e p e r f o r m a n c e e v a l u a t i o n p r o c e s s .
K e y A s s u m p t i o n s
" T h e u s e o f c o n s u l t a n t s e r v i c e s f o r H u m a n R e s o u r c e s a d m i n i s t r a t i o n i s
m a x i m i z e d .
" T h e a s s e s s m e n t o f H u m a n R e s o u r c e s p r a c t i c e s a n d p r o c e d u r e s w i l l c o n t i n u e .
" C o n t i n u o u s i m p r o v e m e n t i n c o m m u n i c a t i o n w i t h e m p l o y e e s r e g a r d i n g H u m a n
R e s o u r c e s i n f o r m a t i o n w i l l b e a n o n g o i n g p r o c e s s .
" C o m p l i a n c e w i t h s t a t e a n d f e d e r a l l a b o r l a w r e g u l a t i o n s i s a c h i e v e d .
A c c o m p l i s h m e n t s
" R e v i s e d t h e P e r s o n n e l P o l i c i e s a n d P r o c e d u r e s M a n u a l .
" A m e n d e d t h e C a I P E R S c o n t r a c t t o o f f e r a n e a r l y - r e t i r e m e n t i n c e n t i v e p r o v i s i o n .
" P r o v i d e d t h e a n n u a l B e n e f i t S t a t e m e n t t o a l l e m p l o y e e s .
" R e g u l a r l y p r o v i d e d i n f o r m a t i o n t o e m p l o y e e s o n c h a n g e s t o h e a l t h i n s u r a n c e ,
4 0 1 ( a ) d e f i n e d c o n t r i b u t i o n , 4 5 7 d e f e r r e d c o m p e n s a t i o n p l a n s , a n d t h e p e r s o n n e l
p o l i c i e s a n d p r o c e d u r e s m a n u a l t h r o u g h t h e C o m m i s s i o n ' s i n t r a n e t .
" R e c r u i t e d a n d f i l l e d f i v e s t a f f p o s i t i o n s .
" H e l d t r a i n i n g s e s s i o n o n v i o l e n c e i n t h e w o r k p l a c e .
M a j o r I n i t i a t i v e s
H u m a n R e s o u r c e s f o c u s e s o n m a n a g i n g e m p l o y e e s a n d c o n s i s t s o f a f r a m e w o r k o f
a c t i v i t i e s a n d p r a c t i c e s t h a t s u p p o r t a n d d e v e l o p a m o t i v a t e d w o r k f o r c e w h i l e a t t h e
s a m e t i m e c o m p l y i n g w i t h l e g i s l a t i o n a n d r e g u l a t i o n s t h a t g o v e r n t h e
e m p l o y e r / e m p l o y e e r e l a t i o n s h i p . S t a f f w i l l u s e w r i t t e n p o s i t i o n d e s c r i p t i o n s a n d
p e r f o r m a n c e e x p e c t a t i o n s i n o r d e r t h a t e a c h e m p l o y e e h a s a c l e a r a n d c o n s i s t e n t
u n d e r s t a n d i n g o f w h a t i s e x p e c t e d . A d d i t i o n a l l y , s t a f f w i l l u t i l i z e q u a l i f i e d h u m a n
r e s o u r c e s c o n s u l t a n t s t o a s s i s t i n e s t a b l i s h i n g g o o d h u m a n r e s o u r c e s m a n a g e m e n t
p r a c t i c e s , b a s e d o n p o l i c i e s t o e s t a b l i s h p a r a m e t e r s f o r f a i r a n d c o n s i s t e n t d e c i s i o n -
m a k i n g , a n d t o i n s t i t u t e g o o d w o r k p l a c e p r a c t i c e s . A c o m p e n s a t i o n p r o g r a m r e v i e w
w i l l b e c o n d u c t e d e v e r y t w o y e a r s t o e n s u r e f a i r c o m p e n s a t i o n i s e s t a b l i s h e d t o
a t t r a c t a n d r e t a i n t h e m o s t q u a l i f i e d e m p l o y e e s .
"
"
1 0 7
"
"
D e p a r t m e n t G o a l s H u m a n R e s o u r c e s
A d m i n i s t e r h u m a n r e s o u r c e s p o l i c i e s , p r o c e d u r e s , a n d p r o g r a m s i n o r d e r t o
a l i g n p e r s o n n e l l a w s a n d t h e C o m m i s s i o n ' s p o l i c i e s w i t h c o n t i n u o u s
i m p r o v e m e n t p r i n c i p l e s .
O b j e c t i v e s :
" R e v i e w a n d u p d a t e p e r s o n n e l p o l i c i e s a n d p r o c e d u r e s t o c o m p l y w i t h f e d e r a l a n d
s t a t e r e q u i r e m e n t s .
" P r o v i d e i n f o r m a t i o n t o e n h a n c e t h e e m p l o y e e ' s k n o w l e d g e o f c u r r e n t p e r s o n n e l
p o l i c i e s a n d p r o c e d u r e s i n v a r i o u s f o r m s i n c l u d i n g e l e c t r o n i c a c c e s s , w o r k s h o p s ,
a n d p r i n t e d i n f o r m a t i o n .
" E n s u r e t h a t e m p l o y e e p e r s o n n e l r e c o r d s a r e u p d a t e d t i m e l y f o r v a r i o u s
p e r s o n n e l a c t i o n s .
C o n t i n u e t o e m p l o y a n d r e c r u i t a d y n a m i c a n d t a l e n t e d w o r k f o r c e .
O b j e c t i v e :
" M a i n t a i n a c o m p e n s a t i o n p r o g r a m t h a t e n s u r e s i n t e r n a l e q u i t y a n d e x t e r n a l
c o m p e t i t i v e n e s s w i t h i n t h e p a y s t r u c t u r e f o r C o m m i s s i o n e m p l o y e e s .
D e v e l o p p e o p l e t o b e t h e i r b e s t i n o r d e r t o m e e t t h e n e e d s o f t h e o r g a n i z a t i o n .
O b j e c t i v e s :
" B u i l d a n d m a i n t a i n a n e f f e c t i v e p e r f o r m a n c e s y s t e m t o i n c l u d e t i m e l y
p e r f o r m a n c e e v a l u a t i o n s , p e r s o n a l d e v e l o p m e n t , a n d a s u p p o r t i v e w o r k
e n v i r o n m e n t .
" P r o v i d e a p p r o p r i a t e a n d t i m e l y t r a i n i n g t o m e e t t h e d e m a n d s o f t h e o r g a n i z a t i o n .
U n d e r s t a n d a n d c o n s i s t e n t l y d e l i v e r e x c e l l e n t c u s t o m e r s e r v i c e t o a l l
e m p l o y e e s .
O b j e c t i v e :
" F o c u s o n " e m p l o y e e a s c u s t o m e r " a n d c o n s i s t e n t l y s t r i v e t o e x c e e d e x p e c t a t i o n s
b y s u p p o r t i n g a n d m a i n t a i n i n g i n d i v i d u a l r e s p e c t , a p p r e c i a t i o n , m a n a g e m e n t
a c c e s s i b i l i t y , a n d c o m m u n i c a t i o n .
I m p r o v e t h e q u a l i t y o f t h e w o r k c u l t u r e .
O b j e c t i v e s :
" D e v e l o p a n d m a i n t a i n a s a f e w o r k i n g e n v i r o n m e n t .
" M a i n t a i n a p r o a c t i v e e m p l o y e e r e l a t i o n s p r o c e s s .
" P r o m o t e a w o r k / f a m i l y b a l a n c e .
" R e c o g n i z e a n d r e w a r d i n d i v i d u a l c o n t r i b u t i o n s .
1 0 8
Administration
Performance/Workload Indicators
FY 07/08
Actual
FY 08/09
Estimated
FY 09/10
Projected
Empbyee rules/Benefits review sessions held
3
3
3
Recruitments
12
5
1
Positions filled
12
5
1
Documents processed
4,997
2,523
2,775
Legal notices
10
10
12
Commission/Committee/Ad Hoc meetings
64
63
65
Commissioners supported (including alternates)
64
68
68
Staff supported:
Regular full-time
Temporary/Seasonal
44
1
43
1
_ 41
0
109
"
"
"
L e g i s l a t i v e A f f a i r s a n d C o m m u n i c a t i o n s
M i s s i o n S t a t e m e n t :
" T o s t r i v e t o i m p r o v e t h e l i v e s o f R i v e r s i d e C o u n t y r e s i d e n t s b y w o r k i n g t h r o u g h t h e
l e g i s l a t i v e p r o c e s s a n d b y m a i n t a i n i n g e f f e c t i v e i n t e r a g e n c y r e l a t i o n s h i p s . T h i s i s
s u p p o r t e d b y f a c i l i t a t i n g i n t e r a c t i v e c o m m u n i c a t i o n s w i t h t h e p u b l i c a n d
t r a n s p o r t a t i o n s t a k e h o l d e r s t h r o u g h v a r i o u s o u t r e a c h a n d m e d i a e f f o r t s . "
C h a r t 3 1 - L e g i s l a t i v e A f f a i r s a n d C o m m u n i c a t i o n s
S u p p o r t
1 5 %
P r o f e s s i o n a l
5 8 %
E x p e n d i t u r e s
P e r s o n n e l
2 7 %
T h e L e g i s l a t i v e A f f a i r s a n d C o m m u n i c a t i o n s D e p a r t m e n t h a s a t o t a l b u d g e t o f
$ 1 , 1 4 7 , 1 0 0 , a n i n c r e a s e o f 5 . 7 % f r o m l a s t y e a r ' s b u d g e t . S t a f f i n g c o s t s m a k e u p
2 7 . 4 % o f t h e t o t a l d e p a r t m e n t e x p e n d i t u r e s a n d r e f l e c t a d e c r e a s e i n F T E s f r o m
2 . 5 6 t o 1 . 9 0 . P r o f e s s i o n a l c o s t s i n c l u d e l e g i s l a t i v e a d v o c a c y f o r $ 4 1 6 , 0 0 0 a n d
g r a p h i c d e s i g n a n d w e b s i t e u p d a t e s a g g r e g a t i n g $ 1 9 6 , 0 0 0 . S u p p o r t c o s t s , w h i c h
i n c l u d e m e d i a a d s f o r $ 1 0 8 , 0 0 0 , h a v e d e c r e a s e d 1 1 . 8 % f r o m l a s t y e a r ' s b u d g e t .
T a b l e 7 1 - L e g i s l a t i v e A f f a i r s a n d C o m m u n i c a t i o n s E x p e n d i t u r e D e t a i l
F Y 0 7 / 0 8 F Y 0 8 / 0 9 F Y 0 8 / 0 9 F Y 0 9 / 1 0 D o l l a r P e r c e n t
A c t u a l R e v i s e d B u d g e t P r o j e c t e d B u d g e t C h a n g e C h a n g e
S a l a r i e s a n d B e n e f i t s $ 3 8 6 , 1 0 0 $ 3 9 0 , 0 0 0 S 3 8 6 . 4 0 0 S 3 1 4 , 7 0 0 $ ( 7 5 , 3 0 0 ) - 1 9 . 3 %
P r o f e s s i o n a l C o s t s
L e g a l S e r v i c e s 1 , 0 0 0 1 6 , 0 0 0 3 , 0 0 0 8 , 0 0 0 ( 8 , 0 0 0 ) - 5 0 . 0 %
P r o f e s s i o n a l S e r v i c e s - O t h e r 2 6 5 1 0 0 4 9 0 3 0 Q 4 5 4 , 0 0 0 6 5 8 . 0 0 0 1 6 7 , 7 0 0 3 4 . 2 %
T o t a l P r o f e s s i o n a l C o s t s 2 6 6 , 1 0 0 5 0 6 , 3 0 0 4 5 7 , 0 0 0 6 6 6 , 0 0 0 1 5 9 , 7 0 0 3 1 . 5 %
S u p p o r t C o s t s 1 7 0 5 0 0 1 8 8 7 0 0 1 2 6 1 0 0 1 6 6 4 0 0 ( 2 2 , 3 0 0 ) - 1 1 . 8 %
T O T A L L e g i s l a t i v e A f f a i r s a n d C o m m u n i c a t i o n s $ 8 2 2 7 0 0 S 1 n 9 5 0 0 0 $ a 5 9 s n n $ 1 1 4 7 1 0 Q $ 6 2 1 0 Q 5 , 2 3 i
1 1 0
Legislative Affairs and Communications Staffing Summary
Department Budget Overview
Department Description
Legislative Affairs
Transportation issues and system enhancements typically affect a number of
jurisdictions and stakeholders. Through increased participation, the Commission is
able to play a stronger leadership role at all levels of government to advance its
interests and policy goals. The importance of this is magnified when the Commission
is seeking changes in law or needs legislative authorization to move forward with a
specific project.
The Commission's Legislative Affairs efforts focus on taking full advantage of
opportunities at both the federal and state levels when there is a potential impact to
Commission programs. In doing so, the Commission maintains its role as a major
legislative force and a statewide leader on a broad range of issues affecting
transportation policy such as project delivery and enhanced funding.
This requires the establishment and maintenance of ongoing communication with
Riverside County's legislative delegations in Washington and Sacramento. The
Commission accomplishes this via a combined effort that includes Commissioners,
staff, and legislative consultants in the two capitals.
Specific legislation in the coming year will be necessary to advance a number of
important Commission work efforts. In FY 2008/09, the Commission sought the
approval of two bills to authorize the development of toll facilities on SR-91 in
Corona and 1-15. Both bills, SB 1316 and AB 1954, respectively, were approved and
signed by the Governor in September 2008. In FY 2009/10, the Commission will
seek legislative approval for more flexibility in delivering these projects by seeking
design -build authorization for the SR-91 corridor improvement project.
In terms of working with state government, funding has been unpredictable for
projects that are funded through the STIP or from the voter -approved Proposition 1 B
bond program. The approval of a balanced state budget in February 2009 was
•
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111
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e x p e c t e d t o s t a b i l i z e t h e s i t u a t i o n ; h o w e v e r , t h e w e a k e n e d C a l i f o r n i a e c o n o m y a n d
d e c l i n i n g t a x r e v e n u e s m a y f o r c e s i g n i f i c a n t c u t s i n p r o g r a m s . T h i s c r e a t e s
u n c e r t a i n t y r e g a r d i n g t r a n s p o r t a t i o n f u n d i n g b e c a u s e a n u m b e r o f P r o p o s i t i o n 1 B
C M I A h i g h w a y p r o j e c t s i n c l u d i n g t h e w i d e n i n g o f 1 - 2 1 5 i n M u r r i e t a a n d t h e w i d e n i n g
o f S R - 9 1 f o r H O V l a n e s i n R i v e r s i d e a r e s l a t e d t o b e g i n c o n s t r u c t i o n i n t h e n e x t t w o
y e a r s . T h e o t h e r P r o p o s i t i o n 1 B c o m p o n e n t t h a t i s i m p o r t a n t t o t h e C o m m i s s i o n i s
t h e T C I F . B y w o r k i n g c l o s e l y w i t h o t h e r t r a n s p o r t a t i o n a g e n c i e s i n S o u t h e m
C a l i f o r n i a a s p a r t o f t h e S o u t h e r n C a l i f o r n i a C o n s e n s u s W o r k i n g G r o u p , t h e
C o m m i s s i o n w a s a b l e t o o b t a i n $ 1 6 2 . 7 m i l l i o n i n f u n d i n g f o r 1 2 g r a d e s e p a r a t i o n
p r o j e c t s t h r o u g h o u t R i v e r s i d e C o u n t y a s w e l l a s f o r t h e w i d e n i n g o f t h e V a n B u r e n
i n t e r c h a n g e a t 1 - 2 1 5 .
T h e i s s u e o f f e d e r a l l e g i s l a t i o n a n d w o r k i n g w i t h C o n g r e s s w i l l h a v e h e i g h t e n e d
a w a r e n e s s i n t h e c o m i n g y e a r b e c a u s e o f t h e F e b r u a r y 2 0 0 9 a p p r o v a l o f A R R A , o r
t h e f e d e r a l s t i m u l u s p a c k a g e , a n d t h e l i k e l y r e a u t h o r i z a t i o n o f t h e f e d e r a l
t r a n s p o r t a t i o n b i l l i n 2 0 0 9 . I n a n t i c i p a t i o n o f t h i s p r i o r i t y , t h e C o m m i s s i o n h a s a l r e a d y
b o l s t e r e d i t s l o b b y i n g p r e s e n c e i n W a s h i n g t o n , D . C . t o p l a y a n i n f l u e n t i a l r o l e i n
s h a p i n g t h e r e a u t h o r i z a t i o n l e g i s l a t i o n . D e v e l o p i n g e f f e c t i v e p a r t n e r s h i p s w i t h
a g e n c i e s s u c h a s R i v e r s i d e T r a n s i t A g e n c y ( R T A ) , S u n L i n e , a n d C V A G w i l l b e a n
i m p o r t a n t c o m p o n e n t o f t h e C o m m i s s i o n ' s f e d e r a l l o b b y i n g s t r a t e g y p e r t a i n i n g t o t h e
f e d e r a l t r a n s p o r t a t i o n b i l l r e a u t h o r i z a t i o n p r o c e s s . I d e a l l y , R i v e r s i d e C o u n t y w i l l
c o m m u n i c a t e a u n i f i e d m e s s a g e t o C o n g r e s s r e g a r d i n g i t s m o b i l i t y n e e d s . D u r i n g
t h e c o m i n g y e a r , t h e C o m m i s s i o n w i l l p l a y a l e a d e r s h i p r o l e i n b r i n g i n g v a r i o u s
a g e n c i e s t o g e t h e r i n t h i s e f f o r t t h a t w i l l i n c l u d e c i t i e s , t h e C o u n t y , a n d t r a n s i t
o p e r a t o r s .
A n o t h e r i m p o r t a n t e f f o r t i n w o r k i n g w i t h W a s h i n g t o n i s j o i n i n g w i t h o t h e r S o u t h e r n
C a l i f o r n i a t r a n s p o r t a t i o n a g e n c i e s t o m a x i m i z e r e g i o n a l f u n d i n g . T h i s p r o v e d t o b e
s u c c e s s f u l i n C a l i f o r n i a d u r i n g t h e T C I F f u n d i n g a l l o c a t i o n s a n d c a n b e c o u n t e d o n
i n t e r m s o f t h e f e d e r a l r e a u t h o r i z a t i o n a s w e l l . O n e o r g a n i z a t i o n t h a t t h e C o m m i s s i o n
i s a m e m b e r o f i s M o b i l i t y 2 1 , w h i c h i s c o m p r i s e d o f t r a n s p o r t a t i o n a g e n c i e s , t h e
A u t o m o b i l e C l u b o f S o u t h e r n C a l i f o r n i a , a n d m a j o r b u s i n e s s o r g a n i z a t i o n s s u c h a s
t h e G r e a t e r R i v e r s i d e A r e a C h a m b e r s o f C o m m e r c e .
C o m m u n i c a t i o n s
T h e C o m m i s s i o n i s c o m m i t t e d t o c o m m u n i c a t i n g w i t h a n d e d u c a t i n g a b r o a d a r e n a
o f i n t e r e s t e d p a r t i e s o n t h e r o l e s a n d r e s p o n s i b i l i t i e s o f t h e a g e n c y . E m p h a s i s i s
p l a c e d o n i n f o r m i n g R i v e r s i d e C o u n t y r e s i d e n t s a n d b u s i n e s s e s a b o u t t r a n s p o r t a t i o n
p r o j e c t s a n d s e r v i c e s a n d m a i n t a i n i n g o p e n c o m m u n i c a t i o n w i t h o t h e r t r a n s p o r t a t i o n
s t a k e h o l d e r s . V a r i o u s f o r m s o f m e d i a a n d c o m m u n i c a t i o n t o o l s a r e u s e d i n t h e s e
o u t r e a c h e f f o r t s w i t h t h e o v e r a l l o b j e c t i v e s t o p r o v i d e a c c u r a t e , i n f o r m a t i v e , a n d
e a s i l y a c c e s s i b l e i n f o r m a t i o n ; f a c i l i t a t e p u b l i c p a r t i c i p a t i o n i n t h e C o m m i s s i o n
p r o c e s s e s ; a n d i n c r e a s e i n t e r a g e n c y c o o r d i n a t i o n a n d c o o p e r a t i o n .
T h e D e p u t y E x e c u t i v e D i r e c t o r i s r e s p o n s i b l e f o r c o m m u n i c a t i o n s w i t h t h e n e w s
m e d i a a n d p r e p a r e s t e x t f o r C o m m i s s i o n m a t e r i a l s , p r e s e n t a t i o n s , a n d s p e e c h e s .
A l o n g w i t h t h e E x e c u t i v e D i r e c t o r , t h e D e p u t y E x e c u t i v e D i r e c t o r , C o m m u n i t y
1 1 2
Relations Manager, and individual project managers actively participate in public
presentations at the local, regional, and state levels to represent the Commission's
interests.
Strong relationships with the news media are very important to ensure that the public
is well informed regarding the Commission's progress in determining funding
priorities, designing infrastructure improvements, and constructing projects. There
are many points throughout these processes in which the public can and should play
a role in shaping the future of the County's transportation network.
Key Assumptions
• The Government Relations Manager will oversee the legislative affairs work effort
with guidance from the Executive Director and the Deputy Executive Director.
• The annual newspaper report to the public will be distributed throughout the
County.
• The Commission Connection newsletter will be published regularly as well as
distributed electronically and posted on the Commission website.
• The Speakers Bureau effort will continue to seek local community opportunities
to expand outreach regarding the Commission's activities.
• The Commission's website will be updated and refreshed on a regular basis.
• Additional communications tools and opportunities will be explored for
incorporation into the ongoing program to help build public awareness of
Commission activities including radio, television, and the internet.
• The Commission will take a leadership role in formulating a countywide direction
on federal transportation policy in order to influence the reauthorization of the
federal transportation act.
• Public outreach will take a heightened role as project development activities
accelerate on projects such as the SR-91 and 1-15 corridor improvement
projects, widening of 1-215, the SR-91 HOV lanes, the Perris Valley Line project,
the Mid County Parkway, and the SR-79 realignment.
• Construction updates regarding the construction of a new parking structure at the
North Main Corona station will continue to be a priority and will require
coordination with the city of Corona and Metrolink.
• Goods movement will remain a key policy priority for the Commission and there
will be an emphasis to ensure that Riverside County receives significant funding
for this need from state and federal governments.
• Another legislative priority will be to seek authorization for design -build
procurement authority for the SR-91 corridor improvement project through
Corona.
Accomplishments
• Received legislative approval for two bills, SB 1316 and AB 1954, which provide
the Commission with tolling authority on two future projects to widen SR-91 and
1-15.
113
" P u b l i s h e d a f o u r - p a g e a n n u a l r e p o r t s u p p l e m e n t i n t h r e e m a j o r n e w s p a p e r s
T h e P r e s s E n t e r p r i s e , D e s e r t S u n , a n d T h e C a l i f o m i a n .
" C o n t i n u e d e f f e c t i v e r e l a t i o n s h i p s w i t h t h e n e w s m e d i a r e s u l t i n g i n i n f o r m a t i v e
c o v e r a g e r e g a r d i n g l o c a l 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 s s u e s a n d M e a s u r e A
p r o j e c t d e l i v e r y .
" P r o v i d e d e x t e n s i v e p u b l i c o u t r e a c h s u p p o r t a s p a r t o f t h e p r o j e c t d e v e l o p m e n t
p r o c e s s f o r t h e M i d C o u n t y P a r k w a y , P e r r i s V a l l e y L i n e , S R - 9 1 a n d 1 - 1 5 c o r r i d o r
i m p r o v e m e n t p r o j e c t s , a n d R i v e r s i d e C o u n t y t o O r a n g e C o u n t y M a j o r
I n v e s t m e n t S t u d y p r o j e c t s .
" S u p p o r t e d t h e R a i l D e p a r t m e n t i n t h e d e v e l o p m e n t o f v a r i o u s m a r k e t i n g
m a t e r i a l s a n d a d v e r t i s e m e n t s i n c l u d i n g w e e k e n d a n d h o l i d a y t r a i n s e r v i c e s .
" I n c r e a s e d t h e C o m m i s s i o n ' s p r e s e n c e o n t e l e v i s i o n a n d r a d i o w i t h i n t e r v i e w s o n
T i m e W a r n e r C a b l e , K V C R , a n d K T I E . T h i s i n c l u d e d l i v e , i n t e r a c t i v e t e l e v i s i o n
a p p e a r a n c e s t h a t i n c l u d e d C o m m i s s i o n e r p a r t i c i p a t i o n r e g a r d i n g t h e f u t u r e o f
S R - 9 1 a n d t h e P e r r i s V a l l e y L i n e p r o j e c t .
" U p d a t e d a n i n f o r m a t i o n a l v i d e o r e g a r d i n g g o o d s m o v e m e n t i s s u e s a n d r a i l r o a d
g r a d e s e p a r a t i o n s .
" C o n t i n u e d a n e f f e c t i v e o u t r e a c h p r o g r a m t o i n f o r m M e t r o l i n k r i d e r s a t t h e N o r t h
M a i n C o r o n a s t a t i o n r e g a r d i n g c o n s t r u c t i o n i m p a c t s f r o m t h e b u i l d i n g o f a n e w
p a r k i n g s t r u c t u r e .
" C o n t i n u e t o t a k e a l e a d e r s h i p r o l e a n d w o r k t o g e t h e r w i t h t h e f i v e - c o u n t y
c o n s e n s u s w o r k i n g g r o u p a n d w i t h M o b i l i t y 2 1 o n g o o d s m o v e m e n t i s s u e s
t h r o u g h t h e f e d e r a l l e g i s l a t i v e r e a u t h o r i z a t i o n p r o c e s s . T h e c o n s e n s u s w o r k i n g
g r o u p e f f o r t w a s s u c c e s s f u l i n t h e a d v o c a c y f o r a l a r g e r s h a r e o f P r o p o s i t i o n 1 B
T C I F d o l l a r s .
" D e v e l o p e d n e w c o l l a t e r a l m a t e r i a l s f o r o u t r e a c h t o t h e f i n a n c i a l c o m m u n i t y o n
t h e C o m m i s s i o n ' s a c t i v i t i e s . T h i s b r o c h u r e h a s b e e n u p d a t e d a n d i s o f t e n
d i s t r i b u t e d a t p u b l i c e v e n t s .
" I m p r o v e d t h e f u n c t i o n a l i t y o f t h e C o m m i s s i o n ' s w e b s i t e a n d l a u n c h e d o r
u p d a t e d a n u m b e r o f s p e c i f i c p r o j e c t r e l a t e d - w e b s i t e s i n c l u d i n g t h o s e f o r t h e
M i d C o u n t y P a r k w a y a n d t h e S R - 9 1 a n d 1 - 1 5 c o r r i d o r i m p r o v e m e n t p r o j e c t s .
" U p d a t e d t h e a p p e a r a n c e o f t h e C o m m i s s i o n C o n n e c t i o n n e w s l e t t e r .
" A c t i v e l y p a r t i c i p a t e d i n a r e g i o n - w i d e e f f o r t t o e x p a n d t h e r e a c h o f M o b i l i t y 2 1 , a
S o u t h e r n C a l i f o r n i a t r a n s p o r t a t i o n a d v o c a c y g r o u p , t o t h e I n l a n d E m p i r e . T h e
e m p h a s i s r e s u l t e d i n c o - h o s t i n g a m a j o r c o n f e r e n c e i n L o s A n g e l e s i n l a t e 2 0 0 8 .
" U p g r a d e d a n e w C o m m i s s i o n e r o r i e n t a t i o n p r o g r a m t h a t w i l l b o l s t e r
C o m m i s s i o n e r k n o w l e d g e a n d p a r t i c i p a t i o n r e g a r d i n g C o m m i s s i o n p r o j e c t s a n d
a c t i v i t i e s .
M a j o r I n i t i a t i v e s
L e g i s l a t i v e A f f a i r s
L e g i s l a t i v e l y , t h e c o n t i n u e d q u e s t f o r a d d i t i o n a l s t a t e a n d f e d e r a l i n v e s t m e n t i n
t r a n s p o r t a t i o n i n f r a s t r u c t u r e w i l l b e a n o n g o i n g c o n c e r n . A t t h e s t a t e l e v e l , o n g o i n g
s t a t e f u n d i n g p r o b l e m s w i l l l i k e l y r e s u l t i n t h e d i v e r s i o n o f s t a t e t r a n s p o r t a t i o n
f u n d i n g . T h e u n c e r t a i n t y o f s t a t e f u n d i n g h a s l e d t h e C o m m i s s i o n t o e m b a r k u p o n
1 1 4
new funding strategies such as toll financing to build new projects. Making these
projects more efficient, such as allowing for design -build procurements, will be a
major priority in FY 2009/10. Additionally, in shaping state transportation policy,
there is a need to be especially active in state legislative matters to ensure that
Riverside County needs obtain proper consideration and funding. Another concem
to monitor is state legislation that could impact transportation economic development
in Riverside County through planning regulations as evidenced in SB 375.
Another priority will be dealing with Congress on the reauthorization of the federal
transportation act. The federal transportation bill will be a critical opportunity to
secure funding for goods movement -related needs such as the funding of Alameda
Corridor East grade separations in Riverside County.
Communications
The Commission provides information to the public through various channels
including: 1) participation at public meetings, chambers of commerce, and service
clubs; 2) production and provision of resource materialsand fact sheets; 3)
maintenance and enhancement of the Commission's website; and 4) development of
newspaper press releases, radio and television interviews, and cable television
spots. The Commission's largest publication effort to provide widespread
understanding of its projects and expenditures is its four -page annual report which is
published in three area newspapers throughout the County.
Broad distribution of the Commission Connection, a monthly one -page, two-sided
newsletter highlighting actions of the Commission and emerging topics, will continue
as part of the Commission's communications efforts. Efforts will continue to update
and expand the Commission's contact database including e-mail addresses in order
to support distribution of the Commission's public information materials.
A continuing emphasis will be placed on providing communications support to major
project development efforts including the Perris Valley Line, Mid County Parkway,
SR-91 and 1-15 corridor improvement projects, and ongoing highway construction
projects.
The need for proactive public communication and outreach remains important, as
the Commission continues to move forward with the delivery of the 2009 Measure A
work program. This is an area of emphasis, as the 10-Year Western County
Highway Delivery Plan places the Commission in a high -profile role to deliver large-
scale highway projects. This will require additional contact with the public by the
Community Relations Manager.
The Commission's outreach will include a proactive effort to work closely with
various media formats such as print, radio, internet, and television to increase their
understanding of and interest in transportation issues and to generate a higher level
of media coverage. Toward that end, opportunities will be identified for live or taped
interviews and presentations that speak to local residents and employers and their
115
"
q u e s t i o n s c o n c e r n i n g t r a n s p o r t a t i o n i s s u e s . A p p r o p r i a t e f o r u m s m a y i n c l u d e c i t y
c o u n c i l m e e t i n g s l o c a l c a b l e t e l e v i s i o n a n d r a d i o .
N e w C o m m i s s i o n e r o r i e n t a t i o n m e e t i n g s w i l l b e p r o v i d e d b y t h e D e p u t y E x e c u t i v e
D i r e c t o r i n o n e - t o - o n e o r g r o u p s e t t i n g s . T o s u p p l e m e n t i n d i v i d u a l C o m m i s s i o n e r
m e e t i n g s w i t h t h e E x e c u t i v e D i r e c t o r , c o n t i n u i n g e d u c a t i o n o p p o r t u n i t i e s a t t h e s m a l l
g r o u p l e v e l w i l l a l s o b e p r o v i d e d t o C o m m i s s i o n e r s t h a t f o c u s o n t i m e l y i s s u e s .
D e p a r t m e n t G o a l s
F o s t e r t h e C o m m i s s i o n ' s f u l l i n v o l v e m e n t i n a b r o a d r a n g e o f l o c a l , r e g i o n a l ,
s t a t e , a n d f e d e r a l g o v e r n m e n t s e t t i n g s .
O b j e c t i v e s :
" P a r t i c i p a t e i n t h e S e l f - H e l p C o u n t i e s C o a l i t i o n , t h e C a l i f o r n i a T r a n s i t A s s o c i a t i o n ,
S o u t h e r n C a l i f o r n i a L e g i s l a t i v e R o u n d t a b l e , L e a g u e o f C i t i e s , M o b i l i t y 2 1 , s t a t e
a n d f e d e r a l t r a n s p o r t a t i o n a g e n c i e s , a n d c o m m u n i t y / b u s i n e s s o r g a n i z a t i o n s .
" W o r k w i t h t h e C T C a n d t h e r e g i o n a l t r a n s p o r t a t i o n p l a n n i n g a g e n c i e s t o p r o t e c t
a n d e n h a n c e p r o j e c t f u n d i n g f o r t h e C o u n t y t h r o u g h i n f l u e n c i n g p o l i c y d e c i s i o n s .
" M a i n t a i n a l e a d e r s h i p r o l e i n l o c a l 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 v e n u e s r e l a t e d t o
p r o j e c t d e v e l o p m e n t e f f o r t s a n d c u r r e n t a n d e m e r g i n g i s s u e s i n c l u d i n g
c o o r d i n a t i o n w i t h o t h e r c o u n t y t r a n s p o r t a t i o n c o m m i s s i o n s , c o u n c i l s o f
g o v e r n m e n t s , a n d l o c a l j u r i s d i c t i o n s .
" C o n t i n u e t o f o s t e r t h e s u c c e s s o f t h e S o u t h e r n C a l i f o r n i a W o r k i n g G r o u p a n d
M o b i l i t y 2 1 i n a d v o c a t i n g f o r a d d i t i o n a l f u n d i n g f o r g o o d s m o v e m e n t p r o j e c t s .
" P a r t i c i p a t e a n d i n f l u e n c e i n t e r c o u n t y d i s c u s s i o n s b e t w e e n R i v e r s i d e a n d O r a n g e
c o u n t i e s r e g a r d i n g t h e o p e r a t i o n o f t h e 9 1 E x p r e s s L a n e s a s w e l l a s o v e r a l l
t r a n s p o r t a t i o n p o l i c y b e t w e e n b o t h c o u n t i e s . T h i s i n c l u d e s s u p p o r t i n g e f f o r t s t o
d e v e l o p a n e w t r a n s p o r t a t i o n c o r r i d o r b e t w e e n t h e c o u n t i e s a n d t o s u p p o r t
a d d i t i o n a l t r a n s i t s e r v i c e .
" P a r t i c i p a t e a n d i n f l u e n c e i n t e r c o u n t y d i s c u s s i o n s w i t h S A N B A G o n i s s u e s
i n v o l v i n g i m p r o v e m e n t s t o 1 - 2 1 5 a n d m a j o r a r t e r i a l s s u c h a s P i g e o n P a s s R o a d
a n d R e c h e C a n y o n R o a d .
" P a r t i c i p a t e a n d i n f l u e n c e i n t e r c o u n t y d i s c u s s i o n s w i t h S A N D A G o n i n t e r c o u n t y
t r a n s p o r t a t i o n i s s u e s i n c l u d i n g p l a n n i n g , v a n p o o l i n g , t r a n s i t c o n n e c t i o n s , a n d t h e
f u t u r e i m p r o v e m e n t o f 1 - 1 5 .
" P r o v i d e l e a d e r s h i p t o t h e T e c h n i c a l A d v i s o r y C o m m i t t e e o f t h e M o b i l e S o u r c e A i r
P o l l u t i o n R e d u c t i o n R e v i e w C o m m i t t e e ( M S R C ) t o e n s u r e t h a t f u n d i n g f o r a i r
q u a l i t y - r e l a t e d t r a n s p o r t a t i o n i m p r o v e m e n t s i s f u l l y d i s t r i b u t e d t o R i v e r s i d e
C o u n t y j u r i s d i c t i o n s .
" F o r m a L e g i s l a t i v 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 c o m p r i s e d o f r e p r e s e n t a t i v e s
f r o m c i t i e s , t h e C o u n t y , a n d t r a n s i t o p e r a t o r s t o d e v e l o p a c o u n t y w i d e s t r a t e g y f o r
t h e r e a u t h o r i z a t i o n o f t h e f e d e r a l t r a n s p o r t a t i o n a c t .
" W o r k w i t h W R C O G a n d C V A G t o m o n i t o r a n d r e s p o n d t o t r a n s p o r t a t i o n i s s u e s
i n v o l v i n g t h e i m p l e m e n t a t i o n o f S B 3 7 5 o n s m a r t g r o w t h p l a n n i n g .
1 1 6
Implement the Commission's state and federal legislative program to
maximize flexibility in the use of existing transportation revenues by
supporting legislation to protect and increase current funding levels, ensuring
an equitable distribution of available resources, streamlining administrative
procedures to reduce costs and time of project development, and accelerating
the allocation and use of existing resources.
Objectives:
• Coordinate legislative activities of federal and state legislative consultants related
to SAFETEA-LU, ARRA, and Proposition 1B. Obtain monthly reports on activities
performed.
• Work with board members to establish policy positions, visit with elected
representatives in Sacramento and Washington, draft legislation, and take
positions on pending legislation.
• Review and analyze legislation and recommend positions for the Commission to
adopt on speck legislative proposals.
• Effectively represent the Commission before the state and federal legislative
bodies, the CTC, and other agencies in funding, programming, and policy
matters.
• Maintain contact and good working relationships with state and federal
lawmakers and their staffs. Regularly meet and inform them of County
transportation issues, policy positions, and project priorities.
• Convene meetings with state, federal, and legislative staff members.
Support the continuing education of Commissioners to increase their
understanding of transportation -related issues at local, state, and federal
levels to maximize the effectiveness of the Commission in affecting policy and
funding actions.
Objectives:
• Provide orientation training for new Commissioners.
• Produce and distribute a regular two -page fact sheet, Commission Connection,
highlighting actions and activities of the Commission that will also be distributed
electronically.
• Provide periodic educational workshops or study sessions for Commissioners.
Develop and maintain an information program which educates the public and
other stakeholders on the roles and responsibilities of the Commission as it
relates to accomplishments achieved through Measure A or other funding
sources controlled or administered by the Commission.
Objectives:
• Expand, maintain, and update information on the Commission's website including
individual project websites.
• Annually produce a report that informs the public regarding Measure A progress
and other Commission programs.
•
117
"
"
"
" I s s u e n e w s r e l e a s e s t o t h e l o c a l m e d i a a n n o u n c i n g s i g n i f i c a n t a c h i e v e m e n t s a n d
p r o v i d i n g i n f o r m a t i o n o n C o m m i s s i o n a c t i o n s a n d a c t i v i t i e s .
" D e v e l o p a n d m a i n t a i n o p e n l i n e s o f c o m m u n i c a t i o n w i t h n e w s r e p o r t e r s t o
f a c i l i t a t e a d e q u a t e a n d a c c u r a t e n e w s c o v e r a g e .
" S c h e d u l e p e r i o d i c m e d i a i n f o r m a t i o n b r i e f i n g s o r n e w s c o n f e r e n c e s w h e n a
p a r t i c u l a r i s s u e w a r r a n t s i t .
" E x p a n d t h e s t o c k o f v i d e o f o o t a g e f o r u s e i n p r o d u c t i o n o f c a b l e t e l e v i s i o n s p o t s
t h a t f e a t u r e t r a n s p o r t a t i o n p r o j e c t s f u n d e d a n d o r i m p l e m e n t e d b y t h e
C o m m i s s i o n .
" P e r i o d i c a l l y u s e c a b l e t e l e v i s i o n a n d o t h e r f o r m s o f m e d i a s u c h a s i n t e m e t s i t e s
a n d b l o g s , i f a p p r o p r i a t e , t o c o m m u n i c a t e i n f o r m a t i o n t o t h e p u b l i c r e g a r d i n g t h e
C o m m i s s i o n ' s a c t i v i t i e s a n d s e r v i c e s .
" C o o r d i n a t e a n d o v e r s e e m e s s a g e c o n t e n t o f a l l C o m m i s s i o n p u b l i c a t i o n s a n d
c o m m u n i c a t i o n s t o p r o v i d e u n i f o r m i t y o f m e s s a g e a n d d i r e c t i o n .
" S u p p o r t t h e d e v e l o p m e n t a n d p l a n n i n g o f p r o j e c t s i n r e g a r d t o p u b l i c o u t r e a c h
a n d c o m m u n i c a t i o n e f f o r t s .
" R e q u i r e t h e u s e o f M e a s u r e A p r o j e c t / p r o g r a m s i g n a g e b y f u n d i n g r e c i p i e n t s t o
i n c r e a s e p u b l i c a w a r e n e s s o f M e a s u r e A a c c o m p l i s h m e n t s .
" C o n t i n u e t o a d m i n i s t e r a n d e x p a n d t h e u s e o f t h e S p e a k e r s B u r e a u t o r e a c h
c o m m u n i t y m e m b e r s i n s e r v i c e a n d o t h e r o r g a n i z a t i o n s .
" M o n i t o r a n d d i s t r i b u t e m e d i a c o v e r a g e f r o m v a r i o u s o u t l e t s i n t h e C o u n t y a n d
t h r o u g h o u t t h e r e g i o n t o C o m m i s s i o n e r s a n d s t a f f t o e n a b l e t h e m t o c l o s e l y
f o l l o w t r a n s p o r t a t i o n p o l i c y t r e n d s .
" P r o v i d e o v e r s i g h t a n d c o o r d i n a t i o n t o C o m m i s s i o n d e p a r t m e n t s i n t h e
d e v e l o p m e n t o f c o m m u n i c a t i o n s ' m a t e r i a l s .
F o s t e r a n d m a i n t a i n e f f e c t i v e c o m m u n i c a t i o n s w i t h o t h e r a g e n c i e s t o h e i g h t e n
t h e i r u n d e r s t a n d i n g o f t h e r o l e s a n d r e s p o n s i b i l i t i e s o f t h e C o m m i s s i o n a n d
i n c r e a s e i n t e r a g e n c y c o o r d i n a t i o n a n d c o o p e r a t i o n .
O b j e c t i v e :
" A s s i g n d e s i g n a t e d s t a f f m e m b e r s t o a t t e n d o t h e r a g e n c y m e e t i n g s a n d r e q u i r e
s t a f f t o p r o v i d e w r i t t e n / v e r b a l c o m m u n i c a t i o n o n t o p i c s o f d i s c u s s i o n d u r i n g
r e g u l a r s t a f f m e e t i n g s .
L e g i s l a t i v e A f f a i r s a n d C o m m u n i c a t i o n s
P e r f o r m a n c e / W o r k l o a d I n d i c a t o r s
F Y O 7 / 0 8
A c t u a l
F Y 0 8 / 0 9
E s t i m a t e d
F Y 0 9 / 1 0
P r o j e c t e d
S i 0 . 6 0 t 0 u r Q a u p r 4 n t a t i o g s
L e g i s l a t i v e m a t r i x s u b m i t t a l s t o C o m m i s s i o n
9
5
9
C o m m i s s i o n e r a n d s t a t e a n d f e d e r a l l e g i s l a t o r i n - p e r s o n
m e e t i n g s
4 0
5 0
6 0
I n l a n d E m p i r e d e l e g a t i o n s t a f f b r i e f i n g s
3
2
2
S o u t h e r n C a l i f o r n i a l e g i s l a t i v e s t a f f r o u n d t a b l e s
1 0
1 0
1 1
1 1 8
"
F i n a n c e
M i s s i o n S t a t e m e n t :
" T o s a f e g u a r d t h e C o m m i s s i o n ' s a s s e t s a n d m a i n t a i n s t r o n g a n d p r u d e n t f i s c a l c o n t r o l s i n
i n v e s t i n g , a c c o u n t i n g , b u d g e t i n g , p r o c u r e m e n t s , a n d f i n a n c i a l r e p o r t i n g i n c l u d i n g o n g o i n g
d i s c l o s u r e t o a l l i n t e r e s t e d p a r t i e s . S e e k f i n a n c i n g a l t e r n a t i v e s t h a t c o m p l e m e n t t h e
C o m m i s s i o n ' s s t r a t e g i c d i r e c t i o n . "
C h a r t 3 2 F i n a n c e
P r o f e s s i o n a l
7 1 %
E x p e n d i t u r e s
S u p p o r t
2 %
P e r s o n n e l
2 7 %
F i n a n c e ' s t o t a l b u d g e t i s $ 9 , 3 8 8 , 8 0 0 a n d r e f l e c t s a 5 3 . 1 % i n c r e a s e o v e r t h e p r i o r y e a r ' s
b u d g e t , p r i m a r i l y r e l a t e d t o d e b t s e r v i c e . I n F Y 2 0 0 8 / 0 9 , t h e C o m m i s s i o n p a i d $ 3 , 4 5 3 , 0 0 0
t o t e r m i n a t e a n i n t e r e s t r a t e s w a p d u e t o a t r i g g e r e v e n t a s d i s c u s s e d i n S e c t i o n 6 . T h e
F Y 2 0 0 9 / 1 0 d e b t s e r v i c e r e p r e s e n t s t h e e s t i m a t e d i n t e r e s t e x p e n d i t u r e s t o b e f u n d e d b y
t h e 2 0 0 9 M e a s u r e A W e s t e r n C o u n t y b o n d f i n a n c i n g p r o g r a m .
D e p a r t m e n t s t a f f i n g c o s t s w i l l t o t a l $ 6 9 4 , 6 0 0 , r e f l e c t i n g a s l i g h t d e c r e a s e o f 0 . 6 % d u e t o
F i n a n c e s t a f f p r o v i d i n g i n c r e a s e d s u p p o r t t o v a r i o u s p r o g r a m s a n d p r o j e c t s . P r o f e s s i o n a l
c o s t s o f $ 1 , 7 7 9 , 6 0 0 i n c l u d e v a r i o u s s e r v i c e s r e l a t e d t o g e n e r a l l e g a l , i n v e s t m e n t a n d
f i n a n c i a l a d v i s o r y , e x t e r n a l a n d i n t e r n a l a u d i t s , d e b t m a n a g e m e n t p r i m a r i l y r e l a t e d t o t h e
a d m i n i s t r a t i o n o f i n c r e a s e d u t i l i z a t i o n o f t h e c o m m e r c i a l p a p e r p r o g r a m , C A F R a n d
a n n u a l b u d g e t g r a p h i c d e s i g n , a n d i m p l e m e n t a t i o n o f t h e n e w E R P s y s t e m . T h e
s i g n i f i c a n t i n c r e a s e i n p r o f e s s i o n a l c o s t s i s d u e t o t h e e s t i m a t e d c o s t t o r e n e w o r r e p l a c e
i n M a r c h 2 0 1 0 t h e l e t t e r o f c r e d i t s u p p o r t i n g t h e c o m m e r c i a l p a p e r p r o g r a m . D u e t o t h e
f i n a n c i a l a n d c r e d i t c r i s i s , c o s t s a r e e x p e c t e d t o i n c r e a s e a b o u t s i x t i m e s t h e c u r r e n t f e e s .
S u p p o r t c o s t s o f $ 5 9 , 1 0 0 i n c l u d e C A F R a n d a n n u a l b u d g e t p r o d u c t i o n c o s t s o f $ 2 8 , 0 0 0 .
C a p i t a l o u t l a y i s r e l a t e d t o t h e c a r r y o v e r o f b u d g e t e d c o s t s f o r t h e E R P s y s t e m s o f t w a r e .
1 1 9
Table 72 — Finance Expenditure Detail
FY 07/08 FY 08/09 FY 08109 FY 09l10 Dollar Percent
Actual Revised Budget Projected Budget Change Change
Salaries and Benefits $ 793,800 $ 699,000 $ 597,700 $ 694,600 $ (4.400) -0.6%
Professional Costs
Legal Services 17,200 66,000 72,000 30,000 (36,000) -54.5%
Financial Advisory 16,200 120,000 75,000 65,000 (55,000) -45.8%
Audit Services 416,200 500,000 465,000 475,000 (25,000) 5.0%
Professional Services -Other 533,800 684.000 712,700 1 209,600 525.600 76.8%
Total Professional Costs 983,400 1,370,000 1,324,700 1,779,600 409,600 29.9%
Support Costs
Capital Outlay
Debt Service
TOTAL Finance
60,300 62,100 49.600 59,100 f30001 -4.8%
550,000 258,000 355,500 (194 5001 #DIVA!
154,200 3,453,000 3,453,000 6,500,000 3,047.000 88.2%
$ 1.991,700 ; 6.134.100 $ 5.683.000 $ 9.388.800 $ 3.254700 531%
Finance Staffing Summary
Department Budget Overview
Department Description
Finance and Accounting
Commission resources are allocated to assure financial stability and fiscal
accountability. Finance activities include investing the Commission's cash resources,
planning and directing financial transactions, and subsequent monitoring of legal and
regulatory requirements. Adequate cash flow must be maintained while at the same
time prudently investing idle funds. Borrowing needs are carefully planned using both
short- and long-term debt. Once debt is issued, there are ongoing responsibilities
including interaction with financial advisors, bankers, dealers and underwriters, bond
•
120
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"
c o u n s e l , b o n d i n s u r e r s , t r u s t e e s , i s s u i n g a n d p a y i n g a g e n t s , a r b i t r a g e c o n s u l t a n t s ,
a n d r a t i n g a g e n c i e s a s w e l l a s p r o v i d i n g r e g u l a r a n d c o n s i s t e n t i n f o r m a t i o n d i s c l o s u r e
t o i n v e s t o r s .
F i s c a l a c c o u n t a b i l i t y i n v o l v e s r e c e i v i n g a l l f u n d s d u e t h e C o m m i s s i o n , p a y i n g a l l
C o m m i s s i o n o b l i g a t i o n s , m a i n t a i n i n g t h e g e n e r a l l e d g e r , r e p o r t i n g r e g u l a r l y o n t h e
C o m m i s s i o n ' s f i s c a l r e s u l t s , a n d p r e p a r i n g a n d m o n i t o r i n g t h e b u d g e t . F i s c a l
a c c o u n t a b i l i t y r e q u i r e s t h e c o o r d i n a t i o n o f b u d g e t p l a n n i n g a n d m o n i t o r i n g a n d t h e
a c c u r a t e a n d t i m e l y a c c o u n t i n g f o r a l l f u n d i n g s o u r c e s , i n c l u d i n g c o m p l i a n c e w i t h a l l
a p p l i c a b l e l a w s a n d r e g u l a t i o n s g o v e r n i n g t h o s e f u n d s . A c c o u n t i n g e n c o m p a s s e s
c a s h r e c e i p t a n d d i s b u r s e m e n t f u n c t i o n s , m a i n t e n a n c e o f t h e g e n e r a l l e d g e r i n c l u d i n g
p r o j e c t c o s t a c c o u n t i n g , p a y r o l l p r o c e s s i n g , q u a r t e r l y a n d a n n u a l f i n a n c i a l r e p o r t i n g ,
a n d r e t e n t i o n o f a n d c o o r d i n a t i o n w i t h i n d e p e n d e n t a u d i t o r s .
T h e C o m m i s s i o n a l s o r e c o g n i z e s t h e i m p o r t a n c e o f a c c o u n t a b i l i t y f o r t h e
o r g a n i z a t i o n . A s a r e s u l t , t h e C o m m i s s i o n i s h i g h l y r e g a r d e d b y i n d i v i d u a l s , p e e r s ,
o t h e r o r g a n i z a t i o n s , a n d g o v e r n m e n t o f f i c i a l s a t a l o c a l , r e g i o n a l , s t a t e , a n d n a t i o n a l
b a s i s . A f o r m a l o r g a n i z a t i o n a l a c c o u n t a b i l i t y p r o g r a m w a s a p p r o v e d i n J a n u a r y 2 0 0 6
t o a d d r e s s f r a u d r i s k , e t h i c a l c o n d u c t , f i n a n c i a l a n d o p e r a t i o n a l d i s c l o s u r e , a n d
m a i n t a i n i n g t h e p u b l i c ' s c o n f i d e n c e i n t h e C o m m i s s i o n . A c c o r d i n g l y , m e a s u r e s h a v e
b e e n i m p l e m e n t e d b a s e d o n a c o n c e p t u a l f r a m e w o r k r e l a t e d t o o v e r s i g h t , r e p o r t i n g ,
f r a u d , i n t e r n a l c o n t r o l , a n d e t h i c s .
P r o c u r e m e n t s a n d A s s e t s M a n a g e m e n t
I n t h e m a n a g e m e n t o f t h e p r o c u r e m e n t s a n d c o n t r a c t s p r o c e s s , t h e r e s p o n s i b i l i t y o f
t h e p r o c u r e m e n t a n d a s s e t s m a n a g e m e n t f u n c t i o n i s t o e n s u r e t h a t t h e p r o c u r e m e n t
p o l i c i e s a p p r o v e d b y t h e C o m m i s s i o n a r e f o l l o w e d a n d p r o c u r e m e n t p r o c e d u r e s a r e
u p d a t e d a s r e q u i r e d . T h e f u n c t i o n i s r e s p o n s i b l e f o r t h e p u r c h a s e o f a l l g o o d s a n d
s e r v i c e s , e x c e p t f o r r e a l p r o p e r t y a c q u i s i t i o n , i n a c c o r d a n c e w i t h C o m m i s s i o n p o l i c i e s
a n d f e d e r a l a n d s t a t e f u n d i n g r e q u i r e m e n t s t o e n s u r e t h e i m p l e m e n t a t i o n o f t h e
C o m m i s s i o n ' s p r o j e c t s a n d p r o g r a m s . T h i s i n c l u d e s u p d a t e s t o t h e d i s a d v a n t a g e d
b u s i n e s s e n t e r p r i s e ( D B E ) p r o g r a m , g o a l , a n d a n t i c i p a t e d D B E p a r t i c i p a t i o n l e v e l
( A A D P L ) f o r f e d e r a l l y f u n d e d p r o j e c t s .
P r o c u r i n g g o o d s a n d s e r v i c e s f o r t h e C o m m i s s i o n i s a c o o p e r a t i v e e f f o r t . A l l
C o m m i s s i o n s t a f f i n v o l v e d i n p r o c u r e m e n t s f o r t h e i r p r o j e c t s a n d p r o g r a m s a r e
r e s p o n s i b l e t o e m p l o y s o u n d j u d g m e n t a n d a p p r o p r i a t e s t a n d a r d s o f e t h i c s a n d
f a i r n e s s t o p r o c u r e i n a m a n n e r m o s t a d v a n t a g e o u s t o t h e C o m m i s s i o n . T h i s d i v i s i o n
a l s o c o n d u c t s a r e v i e w a n d u p d a t e s i n s u r a n c e c o v e r a g e f o r t h e C o m m i s s i o n a n d i t s
p r o p e r t i e s .
T h e C o m m i s s i o n o w n s a n d m a i n t a i n s f i v e M e t r o l i n k c o m m u t e r r a i l s t a t i o n s , a n d
s t a t i o n s a l o n g t h e P e r r i s V a l l e y L i n e e x t e n s i o n w i l l b e a d d e d i n t h e n e x t f e w y e a r s .
A s s e t s m a n a g e m e n t o v e r s e e s t h e d a i l y m a i n t e n a n c e o f t h e s e s t a t i o n s ; h o w e v e r ,
e x p e n d i t u r e s a r e i d e n t i f i e d i n t h e R a i l D e p a r t m e n t b u d g e t . I t i s t h e r e s p o n s i b i l i t y o f
1 2 1
assets management to ensure that the rail passengers have a safe and pleasant
experience at the Commission -owned Metrolink commuter rail stations.
Key Assumptions
• The commercial paper program will continue as a short-term financing vehicle for
the 10-Year Western County Highway Delivery Plan projects and as grant
anticipation funding for the Perris Valley Line project with the renewal or
replacement of the letter of credit as liquidity support.
• The Commission will pay 100% of the annual required contribution related to
postretirement health care benefits.
• Arbitrage calculations related to the outstanding debt issues will be performed by
a consultant on an annual basis.
• Directors and program managers will continue to have adequate project budget
and accounting information to make informed decisions.
• Phase 1 of the ERP system finance -related modules for general ledger, project
accounting, accounts payable, purchasing, and contract management will be
implement in September 2009. Additional modules related to human
resources/payroll,. fixed assets, budget preparation, position budgeting, accounts
receivable, and GASB 34 financial reporting may be implemented by June 30,
2010. Implementation of web -based applications has not been determined.
• Investments will be maintained primarily in state and local agency investment
pools for short-term liquidity purposes; however, investments in mid-term treasury
and federal agency securities may be made as available funds are identified. The
overall interest rate is conservatively projected to be 1 %.
• A consistent procurements and contracts management function will replace
existing processes.
• Existing procurement policies and procedures will be reviewed and updated as
necessary.
• A standardized procurement filing system will be developed and implemented and
centralized procurement files will be implemented.
• Rehabilitation of five Metrolink stations will commence.
• A procurement to outsource the daily property management and maintenance of
the commuter -rail stations to a single vendor will be conducted; however,
oversight of the commuter rail stations will continue to be provided by the
Procurement and Assets Manager.
Accomplishments
• Made the final debt service payments on the 1993, 1996, 1997, and 2000 bonds
related to the 1989 Measure A.
• Quickly reacted to and informed the Commission about the trigger event that led
to the termination and replacement of an interest rate swap in September 2008.
• Commenced the implementation of EDEN, an ERP financial management system,
to replace Fundware, as continued development of the software for governments
by the vendor has become uncertain.
122
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"
" P a r t i c i p a t e d i n t h e F T A f i n a n c i a l m a n a g e m e n t o v e r s i g h t r e v i e w o f t h e
C o m m i s s i o n , w h i c h r e s u l t e d i n n o m a t e r i a l w e a k n e s s e s .
" C o n d u c t e d i n t e r n a l a u d i t r e v i e w s o f t h e F i n a n c e f u n c t i o n ; r i g h t o f w a y
m a n a g e m e n t , a n d c a p i t a l p r o j e c t s m a n a g e m e n t .
" S u b m i t t e d C A F R f o r c o n s i d e r a t i o n o f f i n a n c i a l r e p o r t i n g e x c e l l e n c e a w a r d f r o m
t h e G o v e r n m e n t F i n a n c e O f f i c e r s A s s o c i a t i o n ( G F O A ) ( 1 6 t h y e a r ) r e l a t e d t o t h e
C A F R f o r t h e f i s c a l y e a r e n d e d J u n e 3 0 , 2 0 0 8 .
" O b t a i n e d G F O A d i s t i n g u i s h e d b u d g e t a w a r d ( 1 3 t h y e a r ) f o r a n n u a l b u d g e t f o r t h e
f i s c a l y e a r b e g i n n i n g J u l y 1 , 2 0 0 8 .
" P r o v i d e d a s s i s t a n c e i n r e v i s i o n s t o t h e M e a s u r e A m a i n t e n a n c e o f e f f o r t ( M O E )
g u i d e l i n e s a n d d e t e r m i n a t i o n o f F Y 2 0 1 0 - 2 0 1 9 b a s e y e a r M O E a m o u n t s .
" R e c r u i t e d a P r o c u r e m e n t a n d A s s e t s M a n a g e r a n d P r o c u r e m e n t A d m i n i s t r a t o r t o
s t a f f t h e n e w p r o c u r e m e n t a n d a s s e t s m a n a g e m e n t d i v i s i o n o f t h e F i n a n c e
D e p a r t m e n t .
" R e v i s e d p r o c u r e m e n t t e m p l a t e s a n d d e v e l o p e d a s t a n d a r d e v a l u a t i o n f o r m f o r
p r o p o s a l s .
" I n i t i a t e d a n a n a l y s i s o f t h i r d p a r t y c o n t r a c t i n s u r a n c e c o v e r a g e c o m p l i a n c e a n d
e x p i r a t i o n d a t e s .
" I m p r o v e d t h e p r e - a w a r d a u d i t p r o c e s s t o u t i l i z e o n - c a l l a u d i t f i r m s a n d o b t a i n a
m o r e t i m e l y r e p o r t f o r u s e d u r i n g c o n t r a c t n e g o t i a t i o n s .
" C o m m e n c e d c o n t r a c t r e v i e w s r e l a t e d t o m a j o r s t a t i o n m a i n t e n a n c e e x p e n d i t u r e s
t o i d e n t i f y i m p r o p e r c h a r g e s a n d n o n c o m p l i a n c e w i t h c o n t r a c t t e r m s .
" C o n d u c t e d t h o r o u g h r e v i e w s a n d a n a l y s i s o f p r o p o s e d r e p a i r s a n d i m p r o v e m e n t s
a t t h e s t a t i o n s t o c o n t r o l c o s t s .
M a j o r I n i t i a t i v e s
F i n a n c e a n d A c c o u n t i n g
T h e c o m m e r c i a l p a p e r p r o g r a m h a s b e e n i n p l a c e f o r o v e r f o u r y e a r s a n d h a s p r o v i d e d
a d v a n c e f u n d i n g f o r p r o j e c t s i n c l u d e d i n t h e 2 0 0 9 M e a s u r e A a n d r e l a t e d 1 0 - Y e a r
W e s t e r n C o u n t y H i g h w a y D e l i v e r y P l a n . C o m m i s s i o n m a n a g e m e n t w i l l c o n t i n u e t o
c o n s i d e r a p p r o p r i a t e u s e s o f c o m m e r c i a l p a p e r t o a d v a n c e 2 0 0 9 M e a s u r e A p r o j e c t s o f
t h e C o m m i s s i o n a n d C V A G a n d t o p r o v i d e F T A S m a l l S t a r t s g r a n t a n t i c i p a t i o n f u n d i n g f o r
t h e P e r r i s V a l l e y L i n e p r o j e c t . I n o r d e r t o r e s t o r e a d d i t i o n a l f u n d i n g c a p a c i t y t o t h e
c o m m e r c i a l p a p e r p r o g r a m , a p o r t i o n o f t h e o u t s t a n d i n g c o m m e r c i a l p a p e r n o t e s w i l l b e
r e f i n a n c e d a l o n g w i t h t h e 2 0 0 8 B o n d s i n c o n n e c t i o n w i t h t h e i s s u a n c e o f v a r i a b l e r a t e
s a l e s t a x r e v e n u e b o n d s i n O c t o b e r 2 0 0 9 a n d c o m m e n c e m e n t o f t h e i n t e r e s t r a t e s w a p s .
A d d i t i o n a l l y , t h e C o m m i s s i o n w i l l n e e d t o o b t a i n l i q u i d i t y s u p p o r t f o r t h e 2 0 0 9 B o n d s a n d
r e n e w o r r e p l a c e t h e l e t t e r o f c r e d i t f a c i l i t y s u p p o r t i n g t h e c o m m e r c i a l p a p e r p r o g r a m .
S t a f f i s d e v e l o p i n g a f i n a n c i n g p l a n t o s u p p o r t t h e h i g h w a y a n d r a i l c a p i t a l p r o j e c t s t o b e
d e l i v e r e d t h r o u g h 2 0 1 9 a n d t o a s s e s s f u t u r e f i n a n c i n g r e q u i r e m e n t s . T h i s f i n a n c i n g p l a n
w i l l i n c o r p o r a t e r e v i s e d s a l e s t a x r e v e n u e f o r e c a s t s a s w e l l a s o t h e r p o t e n t i a l f e d e r a l ,
s t a t e , a n d l o c a l r e v e n u e s o u r c e s , i n c l u d i n g t o l l s . B a s e d o n t h e u p d a t e d c o s t e s t i m a t e s f o r
t h e s e p r o j e c t s a n d i d e n t i f i e d r e v e n u e s , t h e f i n a n c i a l a d v i s o r y t e a m w i l l e v a l u a t e p o t e n t i a l
1 2 3
project funding shortfalls and alternative financing strategies that may be required.
Financing alternatives to be considered include commercial paper, long-term bond issues
to finance Measure A and toll projects, and federal loan programs. The financing plan
process will also include consideration of the restriction of the $500 million 2009 Measure
A bonding cap, which could include the possibility of a future ballot measure to increase
the cap.
The initial internal audit risk assessment completed in FY 2007/08 will be updated,
including any changes in the three-year audit plan. Approximately three intemal audit
projects per year will be developed as part of the next major effort related to the
organizational accountability program. An outcome of the projects included in the audit
plan will be operational solutions such as process improvements.
The Finance Department will continue to keep abreast of GASB technical activities
affecting the Commission's accounting and financial reporting activities. Recently
released standards that may affect the Commission include fund balance reporting and
governmental fund type definitions as well as the accounting and reporting for derivatives
such the interest rate swaps.
The Finance Department will continue the implementation of a new ERP financial
management software system that will integrate data processing across the Commission,
automate administrative processes, and embrace data integration. The ERP
implementation efficiency gains include an automated paperless workflow system,
advanced project accounting, multi -year budgeting, multi -year contract management,
grant tracking, and readily available scanned images that can be retrieved by all users.
The go -live date for the core modules is currently scheduled for September 2009.
Procurements and Assets Management
As a result of the addition of a procurement and asset manager and a procurement
administrator to support procurements and contracts management, a centralized
procurements process is being implemented to manage requests for proposals or
qualifications and related contract development. Accordingly, this will strengthen controls
to ensure consistency in the application of procurement policies and procedures and
adherence to applicable laws and regulations, especially those related to federal and
state grants.
Furthermore, these positions assist in the property management functions of the
Commission's commuter rail stations. To prepare for the long-term maintenance of
Commission -owned stations, a commuter rail station rehabilitation and strategic plan is
being implemented (see Section 7.2, Rail). Part of the implementation of this plan will be
the outsourcing of the property management function, including maintenance, of the
stations during FY 2009/10.
Staff has determined the annual DBE and AADPL goals for federal fiscal year (FFY)
2009/10, subject to Commission approval. For funding received from the Federal
124
"
"
H i g h w a y A d m i n i s t r a t i o n ( F H W A ) t h r o u g h C a l t r a n s , t h e r a c e c o n s c i o u s A A D P L a n d
t h e r a c e - n e u t r a l A A D P L a r e 0 . 3 % a n d 0 . 4 % , r e s p e c t i v e l y f o r F F Y 2 0 0 9 / 1 0 . T h e
a n n u a l r a c e - n e u t r a l F T A D B E g o a l i s 0 . 0 % .
D e p a r t m e n t G o a l s
P r o t e c t t h e C o m m i s s i o n ' s c a s h r e s o u r c e s b y r e g u l a r m o n i t o r i n g o f i n v e s t m e n t
p r a c t i c e s t o e n s u r e c o n s i s t e n c y w i t h e s t a b l i s h e d i n v e s t m e n t p o l i c y .
O b j e c t i v e :
" A c h i e v e a r a t e o f r e t u r n a t l e a s t e q u a l t o t h e C o u n t y o f R i v e r s i d e T r e a s u r y P o o l r a t e .
M a n a g e t h e C o m m i s s i o n ' s o u t s t a n d i n g d e b t e n s u r i n g c o m p l i a n c e w i t h
a p p l i c a b l e l a w s a n d r e g u l a t i o n s a n d c o n t i n u e d i n v e s t o r a w a r e n e s s a n d
r e c e p t i v i t y t o t h e C o m m i s s i o n ' s p r o g r a m .
O b j e c t i v e s :
" P r o v i d e a n a n n u a l u p d a t e a n d r e v i e w o f t h e d e b t p r o g r a m s w i t h r a t i n g a g e n c i e s n o
l a t e r t h a n D e c e m b e r 2 0 0 9 .
" M e e t c o n t i n u i n g d i s c l o s u r e r e q u i r e m e n t s o f t h e d e b t p r o g r a m .
" P r e p a r e a r b i t r a g e c a l c u l a t i o n s a s r e q u i r e d .
E n s u r e t h e C o m m i s s i o n a n d f u n d i n g r e c i p i e n t s c o m p l y w i t h M e a s u r e A a n d
T D A l a w s a n d r e g u l a t i o n s a s t h e y r e l a t e t o t h e a n n u a l f i n a n c i a l a n d c o m p l i a n c e
a u d i t s a s w e l l a s c l o s e c o o p e r a t i o n a n d c o o r d i n a t i o n w i t h i n d e p e n d e n t
a u d i t o r s .
O b j e c t i v e s :
" M i n i m i z e t h e n u m b e r o f s u b s t a n t i v e m a n a g e m e n t l e t t e r c o m m e n t s a n d c o m p l i a n c e
f i n d i n g s r e q u i r i n g c o r r e c t i v e a c t i o n b y t h e C o m m i s s i o n .
" M a i n t a i n a p p r o p r i a t e f i d u c i a r y r e v i e w a n d m o n i t o r i n g p r o c e d u r e s f o r M e a s u r e A
r e c i p i e n t a n d T D A c l a i m a n t a u d i t s .
M a i n t a i n f i s c a l a n d b u d g e t a r y c o n t r o l t h r o u g h m o n i t o r i n g o f p e r i o d i c r e s u l t s
a n d e n s u r i n g c o n s i s t e n c y w i t h t h e C o m m i s s i o n ' s s t r a t e g i c d i r e c t i o n .
O b j e c t i v e s :
" O b t a i n t h e G F O A D i s t i n g u i s h e d B u d g e t A w a r d f o r t h e F Y 2 0 0 9 / 1 0 b u d g e t .
" F a c i l i t a t e a c o m p r e h e n s i v e b u d g e t i n g a p p r o a c h t h a t e f f e c t i v e l y i n v o l v e s m a n a g e m e n t
s t a f f , r e q u i r i n g f u l l a c c o u n t a b i l i t y f o r a l l d e p a r t m e n t e x p e n d i t u r e s .
" F u n d 1 0 0 % o f t h e a n n u a l r e q u i r e d c o n t r i b u t i o n r e l a t e d t o t h e p o s t r e t i r e m e n t h e a l t h
c a r e b e n e f i t s .
A s s u r e f i s c a l a c c o u n t a b i l i t y f o r C o m m i s s i o n f u n d s w i t h g e n e r a l l e d g e r
a c c o u n t i n g a n d f i n a n c i a l r e p o r t i n g c o n s i s t e n t w i t h g e n e r a l l y a c c e p t e d
a c c o u n t i n g p r i n c i p l e s .
1 2 5
Objectives:
• Ensure proactive communication and timely responses to any noted errors,
corrections, and budget transfers related to program management reviews of
accounting and budget information.
• Obtain an unqualified opinion on the basic financial statements.
• Receive financial reporting excellence awards from the GFOA.
• Stay abreast of finance, accounting, and financial reporting developments by
attending training and conferences in these general areas or in specialized areas
applicable to job duties.
• Update and maintain the fiscal policies and procedures manual.
• Update and maintain complete accounting desk procedures manual for EDEN
implementation to facilitate cross training.
• Assist local governments with Measure A funding by providing timely allocation of
funds for eligible projects and financing opportunities to the extent funding does not
impact other programs and is financially feasible and prudent.
• Maintain financial software to reflect technical updates and current technology.
Develop and maintain an organizational accountability program encompassing
financial and operational functions.
Objectives:
• Establish and implement measures related to oversight, fraud, internal control, and
ethics.
• Issue annual disclosure statements related to financial and operational
responsibilities.
• Develop an annual intemal audit plan to include approximately three internal audit.
projects and update business risk analysis at least on an annual basis.
Procure goods and services from qualified consultants, contractors, and other
vendors in accordance with laws and regulations at a competitive price.
Objectives:
• Assist departments and programs to procure and obtain goods and services in a cost
effective and efficient manner.
• Ensure that procurements are conducted in accordance with a comprehensive
Procurement Policies Manual.
• Ensure that agreements, amendments, and MOUs are entered into with appropriate
legal considerations.
• Process agreements, amendments, and MOUs in a timely and efficient manner.
• Ensure that consistent procedures, processes, and tools are used for procurements.
Review existing procurement policies and procedures.
Objectives:
126
" E n s u r e t h a t t h e p r o c u r e m e n t p o l i c e s r e f l e c t C o m m i s s i o n r e q u i r e m e n t s a n d p r a c t i c e s .
" S e g r e g a t e p o l i c i e s a n d p r o c e d u r e s s o t h a t p r o c e d u r e s c a n b e e a s i l y u p d a t e d w i t h o u t
C o m m i s s i o n a p p r o v a l .
" E n s u r e t h a t p r o c u r e m e n t p o l i c i e s a n d p r o c e d u r e s r e f l e c t t h e r e q u i r e m e n t s o f t h e
C o m m i s s i o n ' s f e d e r a l , s t a t e , a n d o t h e r f u n d i n g s o u r c e s .
" C r e a t e a n e a s y t o r e a d d e s k t o p q u i c k p r o c u r e m e n t p o l i c i e s r e f e r e n c e g u i d e f o r u s e b y
C o m m i s s i o n s t a f f .
M a i n t a i n o r d e r , s e c u r i t y , a n d s a f e t y a t t h e C o m m i s s i o n ' s c o m m u t e r r a i l
s t a t i o n s .
O b j e c t i v e s :
" M o n i t o r a n d i m p r o v e c l o s e d c i r c u i t t e l e v i s i o n s y s t e m s a t t h e f i v e C o m m i s s i o n -
o w n e d M e t r o l i n k s t a t i o n s .
" R e p l a c e s i g n a g e a n d r e p a i r f a c i l i t i e s i n a n o r d e r l y a n d c o s t - e f f i c i e n t m a n n e r .
F i n a n c e P e r f o r m a n c e N V o r k l o a d
I n d i c a t o r s
F Y 0 7 / 0 8
A c t u a l
F Y 0 8 / 0 9
E s t i m a t e d
F Y 0 9 1 1 0
P r o j e c t e d
A a 2 / A A + / A A
S a l e s t a x r e v e n u e b o n d r a t i n g
A a 2 / A A + / A A
A a 2 / A A + / A A
C o m m e r c i a l p a p e r r a t i n g
P - 1 / A - 1 +
P - 1 / A - 1 +
P - 1 / A - 1 +
G F O A C e r t i f i c a t e o f A c h i e v e m e n t
A w a r d e d
A w a r d e d
A w a r d e d
G F O A D i s t i n g u i s h e d B u d g e t A w a r d
P r o f i c i e n t
P r o f i c i e n t
P r o f i c i e n t
I n v o i c e s p r o c e s s e d
5 , 0 7 1
5 , 2 7 5
5 , 5 0 0
C h e c k s p r o c e s s e d
3 , 4 9 0
3 , 5 6 3
3 , 6 0 0
A u d i t a d j u s t m e n t s
0
0
0
A 7
P a y r o l l h o u r s p r o c e s s e d
8 0 , 4 8 9
8 7 , 6 7 5
8 4 , 0 0 0
A c c o u n t s r e c e i v a b l e i n v o i c e s p r o c e s s e d
2 1 3
2 3 9
3 0 0
1 2 7
i
i
SECTION 7.21
REGlOPIAL PROGRA!
128
s
•
Regional Issues
Mission Statement:
"To strive to improve the lives of Riverside County residents through the facilitation of
interagency and interjurisdictional relationships in support of a coordinated regional
approach to transportation funding and solutions."
Chart 33 - Regional Issues
Expenditures
Total budgeted expenditures for Regional Issues are $7,530,700. Staffing costs make
up 4.1% of the department expenditures. Professional services include on -call goods
movement consultants for $250,000 and completion of phase III activities related to
the transportation elements of the 1-15 interregional partnership study with WRCOG
for $170,000. Projects and operations include allocations of $6,750,000 to the cities of
Riverside and Corona and the County related to TCIF grade separation activities.
129
Table 73-Regional Issues
FY 07/08 FY 08109 FY 08f09 FY 09/10 Dollar Percent
Actual Revised Budget Projected Budget Change Change
Salaries and Benefits $ 420,000 $ 358,100 $ 296,000 $ 309,000 $ (49,100) -13.7%
Professional Costs
Legal Services 109,600 50,000 18,900 30,000 (20,000) -40.0%
Professional Services -Other 342,600 549 100 237,000 425,000 (124,100) -22.6%
Total Professional Costs 452,200 599,100 255,900 455,000 (144,100) -24.1%
Support Costs 21,100 22,500 11,900 16,700 (5,800)-25.8°%
Projects and Operations
Operating Contributions 5 000,000 1,280 000 6,750,000 1,750,000 35.0%
Total Projects and Operations 5,000,000 1,280,000 6,750,000 1,750,000 35.0%
TOTAL Regional Issues $ 893,300 $ 5 979 700 $ 1 843 80Q $ Z530.700 $ 1 551 00Q 25.9%
Regional Issues Staffing Summary
Department Budget Overview
Department Description
Of particular importance to the Commission are the promotion and maintenance of
interregional cooperation to ensure that the interests of the Commission are
disseminated in a proactive, informative manner. Within that context, partnership
development, public and private, is viewed as critical to the Commission's continued
success in affecting positive transportation decisions to meet future demands.
Working in close coordination with the Legislative Affairs and Communications
Department, Regional Issues advocates for federal, state, and local funding to mitigate
the impacts of goods movement.
•
•
130
"
K e y A s s u m p t i o n s
" T h e $ 1 6 2 . 7 m i l l i o n P r o p o s i t i o n 1 B b o n d f u n d i n g f o r t h e T C I F p r o j e c t s i s
a v a i l a b l e t h r o u g h t h e S t a t e b u d g e t p r o c e s s f o r 1 2 g r a d e s e p a r a t i o n s a n d a
g r o u n d a c c e s s i m p r o v e m e n t p r o j e c t t o i m p r o v e t h e I - 2 1 5 N a n B u r e n
i n t e r c h a n g e .
" T h e I n f r a s t r u c t u r e C a r g o F e e p r o p o s e d b y t h e P o r t s i s c o m p l e t e d , o r , a t a
m i n i m u m , t h e f r a m e w o r k i s d r a f t e d .
" P h a s e I I I a c t i v i t i e s f o r t h e 1 - 1 5 I n t e r r e g i o n a l P a r t n e r s h i p b e t w e e n t h e
C o m m i s s i o n , R T A , S A N D A G , a n d W R C O G a r e c o m p l e t e d b y F e b r u a r y 2 0 1 0 .
" A w o r k s h o p w i l l b e d e v e l o p e d r e g a r d i n g a d v a n c i n g t h e i s s u e o f g o o d s
m o v e m e n t i n t h e I n l a n d E m p i r e .
A c c o m p l i s h m e n t s
" C o m p l e t e d t h e 2 0 0 8 G r a d e S e p a r a t i o n F u n d i n g S t r a t e g y : A B l u e p r i n t f o r
A d v a n c i n g P r o j e c t s .
" C o o r d i n a t e d t h e s i g n i n g o f T C I F p r o j e c t d o c u m e n t a t i o n i n c l u d i n g c o m p l e t i o n o f
b a s e l i n e a g r e e m e n t s f o r 1 2 g r a d e s e p a r a t i o n s a n d a g r o u n d a c c e s s
i m p r o v e m e n t p r o j e c t f o r t h e I - 2 1 5 N a n B u r e n i n t e r c h a n g e .
" C o m p l e t e d t h e E n v i r o n m e n t a l J u s t i c e A n a l y s i s a n d C o m m u n i t y O u t r e a c h
S t u d y , f u n d e d b y C a ! t r a n s , i n M a r c h 2 0 0 9 .
" M o n i t o r e d a n d p r o v i d e d w r i t t e n c o m m e n t s o n p o r t e x p a n s i o n p r o j e c t s f o r e a c h
o f t h e P o r t s .
M a j o r I n i t i a t i v e s
T h e C o m m i s s i o n ' s w o r k e f f o r t w i l l r e m a i n f o c u s e d o n f a c i l i t a t i n g o n g o i n g c o m m i t m e n t s
a s w e l l a s b e i n g r e s p o n s i v e t o v a r i o u s e m e r g i n g i s s u e s . T h e s e i n c l u d e b i c o u n t y
i s s u e s w i t h t h e c o u n t i e s o f S a n B e r n a r d i n o , O r a n g e , a n d S a n D i e g o a s w e l l a s g o o d s
m o v e m e n t .
T h e C o m m i s s i o n w i l l c o n t i n u e w o r k i n g w i t h p a r t n e r s f r o m t h e S o u t h e r n C a l i f o r n i a
C o n s e n s u s G r o u p ( P o r t s , A l a m e d a C o r r i d o r T r a n s p o r t a t i o n A u t h o r i t y , A l a m e d a
C o r r i d o r E a s t C o n s t r u c t i o n A u t h o r i t y , S A N B A G , O C T A , M e t r o , V e n t u r a C o u n t y
T r a n s p o r t a t i o n C o m m i s s i o n , a n d S C R R A ) t o d e v e l o p a r e g i o n a l i n f r a s t r u c t u r e c a r g o
f e e .
A p r i o r i t y w i l l b e t o c o o r d i n a t e w i t h l e g i s l a t i v e s t a f f a n d a d v o c a c y g r o u p s s u c h a s
M o b i l i t y 2 1 t o s e c u r e f u n d i n g t h r o u g h t h e f e d e r a l t r a n s p o r t a t i o n b i l l f o r g o o d s
m o v e m e n t - r e l a t e d n e e d s s u c h a s t h e f u n d i n g o f A l a m e d a C o r r i d o r E a s t g r a d e
s e p a r a t i o n s i n R i v e r s i d e C o u n t y .
T h e C o m m i s s i o n w i l l c o n t i n u e t o m o n i t o r t h e P o r t s ' p r o j e c t s f o r p o s s i b l e i m p a c t s o n
R i v e r s i d e C o u n t y b y r e v i e w i n g a g e n d a s a n d r e q u e s t i n g n o t i c e s f o r p r o j e c t s u n d e r
C E Q A a n d t h e B r o w n A c t .
1 3 1
Department Goals
Facilitate development of regional transportation solutions that benefit
Riverside County.
Objectives:
• Monitor progress made in constructing the TGIF -funded projects through
discussions with staff from partner agencies including Caltrans; cities of
Banning, Corona, and Riverside; and the County of Riverside. Timely
completion of the TCIF projects is required to demonstrate the region's ability to
deliver projects consistent with the CTC's direction when the Proposition 1 B
funding was allocated.
• Secure new sources of revenue supported by user fees and/or customs fees in
support of the 2008 Grade Separation Funding Strategy that identified a
funding shortfall of $565 million.
Determine where future efforts on addressing Riverside County goods
movement issues -would prove most effective.
Objectives:
• Identify drivers of demand for goods movement services and performance of
modal systems and services as well as public benefits, specific areas of
inefficiency, and the impacts of goods movement on communities.
• Implement the Commission's 2008 Grade Separation Funding Strategy through
coordination of advocacy efforts with Legislative Affairs and Communications.
Facilitate public and private investments in clean air technology in support of
the broader air quality programs for SCAG, SCAQMD, and Riverside County
local entities.
Objectives:
• Monitor the impact of AB 32 (greenhouse gas emission reduction) application to
Commission transportation projects.
• Monitor the impact of SB 375 (greenhouse gas emission reduction) from light
trucks and automobiles through land use and transportation efforts to reduce
vehicle miles traveled.
• Actively participate on the MSRC's Technical Advisory Committee to ensure
equitable funding is available in support of capital projects within Riverside County.
Regional Issues
Performance/Workload Indicators
FY 07/08
Actual
FY 08/09
Estimated
FY 09/10
Projected
Number of written comments on expansion projects
submitted to Ports
1
1
0
•
•
132
"
"
P l a n n i n g a n d P r o g r a m m i n g
M i s s i o n S t a t e m e n t :
" T o e x e r t l e a d e r s h i p i n t r a n s p o r t a t i o n p l a n n i n g a n d t h e p r o g r a m m i n g o f f u n d s i n
o r d e r t o i m p r o v e m o b i l i t y , f o s t e r e n v i r o n m e n t a l s t e w a r d s h i p , e x p e d i t e p r o j e c t
d e l i v e r y , a n d f o r m p a r t n e r s h i p s w i t h r e g i o n a l , s t a t e , f e d e r a l a g e n c i e s r e s u l t i n g i n
m a x i m u m r e t u r n o f f e d e r a l , s t a t e , a n d p r i v a t e f u n d i n g o n l o c a l i n v e s t m e n t . "
C h a r t 3 4 - P l a n n i n g a n d P r o g r a m m i n g
P e r s o n n e l
1 5 %
P r o f e s s i o n a l a n d
S p e c i a l S t u d i e s S u p p o r t
L T F D i s b u r s e m e n t s
2 5 %
E x p e n d i t u r e s
P r o j e c t s - G e n e r a l
t e e
P l a n n i n g a n d P r o g r a m m i n g e x p e n d i t u r e s o f $ 3 , 6 2 8 , 2 0 0 h a v e d e c r e a s e d 5 3 . 7 %
f r o m l a s t y e a r ' s b u d g e t . S a l a r i e s a n d b e n e f i t s r e p r e s e n t 1 5 . 0 % o f t o t a l
e x p e n d i t u r e s a n d d e c r e a s e d s l i g h t l y . P r o f e s s i o n a l s e r v i c e s t o t a l i n g $ 2 4 9 , 3 0 0 a r e
c o m p a r a b l e t o t h e F Y 2 0 0 8 / 0 9 b u d g e t a n d i n c l u d e c o n s u l t a n t c o n t r a c t s t o a s s i s t
t h e C o m m i s s i o n w i t h c o m p l e t i o n o f t h e g e o t e c h n i c a l s t u d i e s f o r t h e p r o p o s e d
I r v i n e - C o r o n a E x p r e s s w a y , C M P i m p l e m e n t a t i o n e f f o r t s , a i r q u a l i t y a n a l y s i s , l o c a l
a n d r e g i o n a l p l a n n i n g a c t i v i t i e s , a n d l e g a l s e r v i c e s . P r o j e c t s a n d o p e r a t i o n s c o s t s
h a v e d e c r e a s e d 5 9 . 6 % d u e t o a d e c r e a s e i n L T F d i s b u r s e m e n t s t h a t i s d i r e c t l y
r e l a t e d t o t h e d e c r e a s e i n L T F p l a n n i n g r e v e n u e s a s w e l l a s i n t h e c o s t s f o r t h e
g e o t e c h n i c a l s t u d i e s t h a t a r e n e a r i n g c o m p l e t i o n . P r o j e c t s a n d o p e r a t i o n s c o s t s
i n c l u d e c o n s u l t a n t s e r v i c e s r e l a t e d t o t h e h o s t i n g a n d m a n a g e m e n t o f a p r o j e c t
d a t a b a s e t o i m p r o v e t h e m a n a g e m e n t a n d m o n i t o r i n g o f p r o j e c t s a n d f u n d i n g .
1 3 3
"
T a b l e 7 4 P l a n n i n g a n d P r o g r a m m i n g E x p e n d i t u r e D e t a i l
F Y 0 7 / 0 8 F Y 0 8 / 0 9 F Y 0 8 / 0 9 F Y 0 9 1 1 0 D o l l a r P e r c e n t
A c t u a l R e v i s e d B u d g e t P r o j e c t e d B u d g e t C h a n g e C h a n g e
S a l a r i e s a n d B e n e f i t s $ 7 6 0 , 8 0 0 $ 5 6 7 . 8 0 0 $ 4 9 4 , 8 0 0 $ 5 4 5 , 3 0 0 $ ( 2 2 , 5 0 0 ) - 4 . 0 %
P r o f e s s i o n a l C o s t s
L e g a l S e r v i c e s 1 6 , 3 0 0 2 5 , 0 0 0 9 , 3 0 0 1 0 , 0 0 0 ( 1 5 , 0 0 0 ) - 6 0 . 0 %
F i n a n c i a l A d v i s o r y 1 8 6 , 7 0 0 - - - - # D I V / 0 !
P r o f e s s i o n a l S e r v i c e s - O t h e r 1 3 3 . 0 0 0 2 4 5 . 3 0 0 1 5 0 . 0 0 0 2 3 9 . 3 0 0 ( 6 . 0 0 0 ) - 2 . 4 %
T o t a l P r o f e s s i o n a l C o s t s 3 3 6 , 0 0 0 2 7 0 , 3 0 0 1 5 9 , 3 0 0 2 4 9 , 3 0 0 ( 2 1 , 0 0 0 ) - 7 . 8 � %
S u p p o r t C o s t s 1 8 , 7 0 0 3 1 , 1 0 0 1 2 , 2 0 0 2 1 , 7 0 0 ( 9 , 4 0 0 ) - 3 0 . 2 %
P r o j e c t s a n d O p e r a t i o n s
P r o j e c t s - G e n e r a l 6 8 , 0 0 0 2 5 , 0 0 0 4 9 , 1 0 0 ( 1 8 , 9 0 0 ) - 2 7 . 8 %
R O W S u p p o r t S e r v i c e s 1 , 0 0 0 # D I V / 0 !
S p e c i a l S t u d i e s 2 , 5 7 2 , 0 0 0 5 , 8 4 9 , 5 0 0 5 , 3 3 7 , 2 0 0 1 , 8 6 2 , 8 0 0 ( 3 , 9 8 6 , 7 0 0 ) - 6 8 . 2 %
L T F D i s b u r s e m e n t s 9 9 2 5 0 0 1 . 0 5 0 . 0 0 0 1 . 0 5 0 0 0 0 9 0 0 . 0 0 0 ( 1 5 0 . 0 0 0 1 - 1 4 . 3 %
T o t a l P r o j e c t s a n d O p e r a t i o n s 3 . 5 6 5 , 5 0 0 6 . 9 6 7 . 5 0 0 6 . 4 1 2 . 2 0 0 2 . 8 1 1 . 9 0 0 ( 4 . 1 5 5 . 6 0 0 ) - 5 9 . 6 � %
T O T A L P l a n n i n g a n d P r o g r a m m i n g $ 4 . 6 8 1 . a i $ 7 8 3 6 7 0 Q $ 7 0 7 8 , ' i n n L a m m 2 0 0 $ ( 4 2 0 8 5 0 0 ) A I M
P l a n n i n g a n d P r o g r a m m i n g S t a f f i n g S u m m a r y
D e p a r t m e n t B u d g e t O v e r v i e w
D e p a r t m e n t D e s c r i p t i o n
"
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 s h o r t - a n d 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 n i n g
a n d p r o g r a m m i n g . S h o r t - r a n g e p l a n n i n g a n d p r o g r a m m i n g i n v o l v e s t h e
d e v e l o p m e n t o f t h e f i v e - y e a r S T I P a n d p r e p a r a t i o n o f t h e f i v e - y e a r F T I P f o r
R i v e r s i d e C o u n t y . T h e s e p r o g r a m m i n g d o c u m e n t s i d e n t i f y p r o j e c t s a n d t h e i r
r e s p e c t i v e f u n d i n g a n d s c h e d u l e s .
"
1 3 4
The Commission's involvement with long-range planning efforts includes the
coordination and input into planning efforts throughout the County and southern
California region. These efforts include participation in local, bicounty, and regional
corridor studies, including the continued development of the CETAP corridors.
Regional planning efforts are incorporated in the RTP (a 30-year transportation
plan) developed by SCAG in conjunction with county transportation commissions,
sub -regional agencies, local agencies, transit operators, and other interested
parties.
The Commission is responsible for approving projects for Regional Improvement
Program (RIP) funds and coordinating with Caltrans on the selection of
Interregional Improvement Program (IIP) funds as part of the STIP approved by
the CTC every two years. In 2007, the CMIA program was approved by the CTC.
CMIA is one of the various categories included in the Proposition 1 B transportation
bond package that was approved by the voters in November 2006. In 2008,
another Proposition 1B category, the TCIF, was approved by the CTC. The
Commission is a member of the Southern California Consensus Group that
developed and submitted project proposals for consideration of funding from the
TCIF program. As with the RIP and IIP funds, CMIA and TCIF funds are
administered and allocated by the CTC.
Programming specifically involves the development, review, and approval of
projects for various funding programs. In order to receive federal funds and
approvals, all projects funded with federal and state dollars, or local projects that
are regionally significant, must be included in the FTIP. SCAG is responsible for
incorporating all six -county (Imperial, Los Angeles, Orange, Riverside, San
Bernardino, and Ventura) transportation improvement programs into one regional
programming document and conducting a conformity analysis with the adopted air
plans to ensure compliance with the National Ambient Air Quality Standards. This
effort is performed every 18 to 24 months.
The Commission is responsible for allocating the following local, state, and federal
funding sources:
Local Sources:
• 1989 and 2009 Measure A Expenditure Plans
• Western County TUMF regional arterial program
State Sources:
• SB 821 bicycle and pedestrian projects
• RIP
Federal Sources:
• TE
•
135
" S T P
" C M A Q
T h e C o m m i s s i o n a l s o s e r v e s a s t h e C M A f o r t h e C o u n t y a n d i s r e s p o n s i b l e f o r
d e v e l o p i n g a n d u p d a t i n g t h e C M P . T h e C M P w a s d e v e l o p e d t o m e e t s t a t e
l e g i s l a t i o n a n d f e d e r a l C o n g e s t i o n M a n a g e m e n t S y s t e m ( C M S ) r e q u i r e m e n t s ,
w h i c h i n c l u d e s a n e n h a n c e d t r a f f i c m o n i t o r i n g s y s t e m . T h e C M P ' s h i g h w a y s a n d
r e g i o n a l a r t e r i a l s a r e r e g u l a r l y m o n i t o r e d t o e n s u r e t h a t t h e y a r e n o t o p e r a t i n g a t
d e f i c i e n t l e v e l s [ L e v e l o f S e r v i c e ( L O S ) " F " ] . I f a d e f i c i e n c y o c c u r s a l o n g t h e C M P
s y s t e m , a d e f i c i e n c y p l a n m u s t b e p r e p a r e d t h a t i d e n t i f i e s m i t i g a t i o n m e a s u r e s
a n d / o r p r o j e c t s t h a t w i l l i m p r o v e t h e L O S t o " E " o r h i g h e r .
K e y A s s u m p t i o n s
" T h e C o m m i s s i o n w i l l c o n t i n u e i t s e f f o r t s i n w o r k i n g w i t h t r a n s p o r t a t i o n p a r t n e r s
t o s t r e a m l i n e a n d i m p r o v e p r o j e c t d e l i v e r y .
" A S p e c i a l U s e P e r m i t a n d a f e d e r a l f u n d s o b l i g a t i o n w i l l c o n t i n u e t o a l l o w
c o m p l e t i o n o f - g e o t e c h n i c a l f i e l d - t e s t i n g i n t h e C l e v e l a n d N a t i o n a l F o r e s t t o
d e t e r m i n e t h e f e a s i b i l i t y o f t u n n e l c o n s t r u c t i o n f o r t h e I r v i n e - C o r o n a
E x p r e s s w a y .
" P r o j e c t d e v e l o p m e n t w o r k f o r C E T A P c o r r i d o r s w i l l b e f u n d e d w i t h a
c o m b i n a t i o n o f l o c a l , s t a t e , a n d f e d e r a l f u n d s .
" M S H C P f u n d i n g c o n t r i b u t i o n s t o t h e R C A t h r o u g h 2 0 1 9 h a v e b e e n c o m p l e t e d .
" T h e c o n s u l t a n t c o n t r a c t f o r C M P s e r v i c e s i s m a i n t a i n e d t o p r o v i d e a s s i s t a n c e
w i t h o n g o i n g t r a f f i c m o n i t o r i n g e f f o r t s , b i e n n i a l u p d a t e s t o t h e C M P , a n d
s u p p o r t o n o t h e r r e l a t e d p l a n n i n g a c t i v i t i e s .
" T h e C o m m i s s i o n w i l l u t i l i z e a l l a v a i l a b l e f u n d i n g s o u r c e s o n t r a n s p o r t a t i o n
p r o j e c t s i d e n t i f i e d i n t h e 1 9 8 9 M e a s u r e A a n d t h e 2 0 0 9 M e a s u r e A a s w e l l a s
o t h e r r e g i o n a l h i g h p r i o r i t y p r o j e c t s , i n c l u d i n g T U M F r e g i o n a l a r t e r i a l p r o j e c t s .
" T h e c o n s u l t a n t c o n t r a c t f o r T U M F p r o j e c t d e v e l o p m e n t a n d o v e r s i g h t w i l l b e
m a i n t a i n e d .
" T h e C o m m i s s i o n w i l l c o n t i n u e p a r t i c i p a t i o n i n l o c a l , b i c o u n t y , a n d r e g i o n a l
p l a n n i n g e f f o r t s r e p r e s e n t i n g t h e i n t e r e s t s o f t h e C o u n t y .
" T h e C o m m i s s i o n w i l l w o r k w i t h t h e C T C , C a l t r a n s , a n d l o c a l p r o j e c t s p o n s o r s
t o i m p l e m e n t p r o j e c t s f u n d e d w i t h S T I P - R I P , C M I A , a n d T C I F t o e n s u r e t h a t
t h e p r o g r a m m i n g a n d t i m i n g o f a l l o c a t i o n s a r e c o n s i s t e n t w i t h p r o j e c t
s c h e d u l e s .
" T h e C o m m i s s i o n w i l l d e v e l o p s t r a t e g i e s t o i m p l e m e n t a l t e r n a t i v e f i n a n c i n g
s t r u c t u r e s i n c l u d i n g p u b l i c t o l l r o a d s .
" T h e C o m m i s s i o n w i l l c o n t i n u e t h e d e v e l o p m e n t o f a p r o j e c t m a n a g e m e n t
d a t a b a s e t h a t w i l l c o n s o l i d a t e a l l p r o j e c t s i n t o o n e d a t a b a s e t o i m p r o v e
e f f i c i e n c i e s i n m o n i t o r i n g p r o j e c t s a n d f u n d i n g a n d t o i n t e g r a t e o t h e r d a t a b a s e
n e e d s w i t h i n t h e C o m m i s s i o n .
1 3 6
"
"
" T h e C o m m i s s i o n w i l l c o n t i n u e t o a s s i s t l o c a l p r o j e c t s p o n s o r s w i t h t h e
p r o c e s s i n g o f s t a t e a n d f e d e r a l f u n d i n g a p p r o v a l s a n d o v e r a l l p r o j e c t d e l i v e r y .
A c c o m p l i s h m e n t s
" S u b m i t t e d 1 8 S T I P a l l o c a t i o n a n d a m e n d m e n t r e q u e s t s t o t h e C T C .
" C o m p l e t e d t h e d r a f t p r o j e c t l e v e l E n v i r o n m e n t a l I m p a c t S t u d y
( E I S ) / E n v i r o n m e n t a l I m p a c t R e p o r t ( E I R ) f o r t h e M i d C o u n t y P a r k w a y p r o j e c t .
" C o m p l e t e d g e o t e c h n i c a l b o r i n g s i n t h e C l e v e l a n d N a t i o n a l F o r e s t t o a s s i s t i n
d e t e r m i n i n g f e a s i b i l i t y o f a f u t u r e I r v i n e - C o r o n a E x p r e s s w a y .
" C o n t i n u e d f u n d i n g c o n t r i b u t i o n s t o t h e R C A t o s u p p o r t r e s e r v e a s s e m b l y .
" O b t a i n e d a L e t t e r o f N o P r e j u d i c e r e p a y m e n t f o r $ 2 1 m i l l i o n f o r a d v a n c i n g
C M A Q f u n d s f o r t h e c o m p l e t e d S R - 6 0 H O V l a n e p r o j e c t f r o m 1 - 1 5 t o V a l l e y
W a y .
" C o m p l e t e d 2 2 l o c a l a g e n c y a g r e e m e n t s a n d a m e n d m e n t s f o r t h e
i m p l e m e n t a t i o n o f T U M F r e g i o n a l a r t e r i a l p r o j e c t s .
" C o m p l e t e d 6 6 R T P p r o j e c t a m e n d m e n t s .
" C o m p l e t e d o v e r 2 9 0 F T I P p r o j e c t a m e n d m e n t s .
" F a c i l i t a t e d t h e d e v e l o p m e n t o f A R R A a l l o c a t i o n s a n d a l o c a l s t i m u l u s p r o g r a m
f o r 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 p r o j e c t s .
" C o m p l e t e d t h e p r o j e c t d a t a b a s e d e v e l o p m e n t .
M a j o r I n i t i a t i v e s
E a c h 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 h r o u g h o u t t h e S t a t e i s r e s p o n s i b l e f o r
p r o g r a m m i n g R I P f u n d s , w h i c h r e p r e s e n t s 7 5 % o f t h e t o t a l S T I P f u n d i n g a v a i l a b l e
s t a t e w i d e f o r c a p i t a l e n h a n c e m e n t p r o j e c t s . T h e 7 5 % f u n d i n g l e v e l i s t h e n f u r t h e r
d i s t r i b u t e d w i t h 6 0 % o f t h e f u n d s a l l o c a t e d t o S o u t h e r n C a l i f o r n i a a n d 4 0 % t o
N o r t h e r n C a l i f o r n i a . A p o p u l a t i o n f o r m u l a i s t h e n a p p l i e d t o d e t e r m i n e c o u n t y
f u n d i n g l e v e l s c a l l e d " c o u n t y s h a r e s . " 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 e n s u r i n g
t h a t p r o j e c t s f u n d e d w i t h S T I P f u n d i n g a r e a d m i n i s t e r e d a n d i m p l e m e n t e d
c o n s i s t e n t w i t h C T C a n d C a l t r a n s p o l i c i e s . T w o p e r c e n t o f R I P f u n d i n g a v a i l a b l e t o
R i v e r s i d e C o u n t y w a s a l l o c a t e d f o r s t a f f s u p p o r t t o c a r r y o u t S T I P P P M a c t i v i t i e s .
F e d e r a l T E f u n d s a r e a l s o a d m i n i s t e r e d t h r o u g h t h e S T I P . T E f u n d s a r e n o t
s u b j e c t t o g e n e r a l f u n d d i v e r s i o n s ; h o w e v e r , T E f u n d s a r e a u t h o r i z e d e a c h y e a r b y
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 .
C M I A a n d T C I F f u n d s a r e m o n i t o r e d b y C a l t r a n s a n d t h e C T C . B a s e l i n e
a g r e e m e n t s a r e d e v e l o p e d f o r e a c h p r o j e c t u n d e r t h e s e p r o g r a m s . A n y c h a n g e s
t o p r o j e c t f u n d i n g , s c o p e , o r s c h e d u l e w i l l r e q u i r e a n a m e n d m e n t t o t h e b a s e l i n e
a g r e e m e n t . T h e C T C a l l o c a t e s t h e C M I A a n d T C I F f u n d s a n d t h e p r o c e s s f o r
a l l o c a t i n g t h e f u n d s i s s i m i l a r t o t h e p r o c e s s e s t a b l i s h e d f o r S T I P f u n d s .
1 3 7
Included in the 2009 Measure A is a provision that identifies $400 million of TUMF
revenues collected on the Western County TUMF network to be allocated to
TUMF regional arterial projects. Of the $400 million, $200 million is slated
specifically for the CETAP corridors and the other $200 million for regional arterial
projects. In September 2004 the Commission established a 5-year program and
approved $71.7 million to fund project development work for 24 regional arterial
projects. An amendment to the $400 million cap provision was approved by
WRCOG and the Commission in August and September 2008, respectively. As a
result, the Commission will continue receiving TUMF funds for the CETAP and
Regional Arterial Program projects above the original $400 million cap.
The Commission initiated strategic partnership efforts to identify and evaluate
alternative financing strategies. Alternative financing will likely be necessary to
fund the significant gap between funding readily available through conventional
governmental funding/financing techniques and project needs. Alternative
financing structuring including the use of public toll roads will be necessary to fully
fund the 10-Year Western County Highway Delivery Plan.
Transportation Planning
The Commission's role in planning throughout the year will involve working with
SCAG, sub -regional agencies, local agencies, and the other county transportation
commissions in the region on various planning efforts relative to the development
of the 2012 RTP, implementation of the 2008 RTP, corridor studies, goods
movement studies, and efforts to update transportation computer models and
project databases. Staff will also be an active participant in the development of
green house gas reduction implementation guidelines, including SB 375 legislative
amendments.
In FY 2009/10 the Commission will continue its work efforts on the CETAP
corridors. The draft environmental document for the Mid County Parkway has
been circulated for public review and public comment received. During FY 2009/10
the environmental process for this project will continue. Additionally, the
geotechnical feasibility report for the Irvine -Corona Expressway should be
concluded by the end of the calendar year. The Commission will also provide
coordination and oversight, along with SANBAG, for the Moreno Valley -San
Bernardino County corridor activities that are being led by the County, focusing on
the Pigeon Pass and Reche Canyon road improvements.
The FY 2009/10 CMP effort will focus on the CMP biennial update and completion
of the conversion of traffic counter equipment to digital technology. Traffic count
information will be provided to the public via the Commission's website.
•
138
"
T r a n s p o r t a t i o n P r o g r a m m i n g
A s m e n t i o n e d a b o v e , 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 a l l o c a t i n g v a r i o u s s t a t e
a n d f e d e r a l f u n d s . T h e f u n d s a r e m o n i t o r e d t o e n s u r e t h a t r e g u l a t i o n s a r e a d h e r e d
t o i n o r d e r t o p r e v e n t f u n d s f r o m l a p s i n g . T h e f o l l o w i n g s u m m a r i z e s t h e s t a t u s o f
t h e s e f u n d i n g p r o g r a m s :
L o c a l F u n d i n g
T U M F
P r o j e c t m o n i t o r i n g a n d t r a c k i n g o f T U M F r e g i o n a l a r t e r i a l p r o j e c t s w i l l o c c u r
a c c o r d i n g t o t h e a g r e e m e n t s b e t w e e n l o c a l a g e n c i e s a n d t h e C o m m i s s i o n . I n
a d d i t i o n , C o m m i s s i o n s t a f f w i l l w o r k w i t h l o c a l a g e n c i e s r e g a r d i n g a m e n d m e n t s t o
a g r e e m e n t s a n d a n y i s s u e s r e g a r d i n g p r o j e c t d e l i v e r y . T o d a t e , 2 2 p r o j e c t
a g r e e m e n t s h a v e b e e n e x e c u t e d t o t a l i n g a p p r o x i m a t e l y $ 6 1 m i l l i o n . D u r i n g F Y
2 0 0 9 / 1 0 , a t o t a l o f $ 2 6 . 3 m i l l i o n i s a n t i c i p a t e d t o b e r e i m b u r s e d t o l o c a l a g e n c i e s
u s i n g T U M F r e g i o n a l a r t e r i a l f u n d i n g .
2 0 0 9 M e a s u r e A W e s t e r n C o u n t y R e g i o n a l A r t e r i a l P r o g r a m
A c a l l f o r p r o j e c t s w a s i n i t i a t e d f o r t h e 2 0 0 9 M e a s u r e A W e s t e r n C o u n t y R e g i o n a l
A r t e r i a l p r o g r a m . D u e t o t h e e c o n o m i c d o w n t u r n , t h e s e l e c t i o n o f p r o j e c t s h a s
b e e n p o s t p o n e d . I t i s a n t i c i p a t e d t h a t t h e c a l l f o r p r o j e c t s w i l l b e r e v i s i t e d s o m e
t i m e d u r i n g F Y 2 0 0 9 / 1 0 .
S t a t e F u n d i n g
S T I P - R I P / I J P
T h e 2 0 1 0 S T I P c y c l e i s s c h e d u l e d f o r a p p r o v a l b y t h e C T C i n A p r i l 2 0 1 0 . S t a f f w i l l
w o r k w i t h t h e C T C , C a ! t r a n s , a n d l o c a l a g e n c i e s i n r e v i e w i n g S T I P p r o g r a m m i n g
c a p a c i t y a n d d e t e r m i n e p r o j e c t s f o r i n c l u s i o n i n t h e 2 0 1 0 S T I P . A m e n d m e n t s t o
t h e c u r r e n t 2 0 0 8 S T I P w i l l c o n t i n u e f o r p r o j e c t s t h a t h a v e c h a n g e s i n p r o j e c t
s c o p e , s c h e d u l e , a n d f u n d i n g . P r o j e c t s r e q u i r i n g t i m e e x t e n s i o n s m a y b e g r a n t e d
b y t h e C T C i f d e a d l i n e s c a n n o t b e m e t ; h o w e v e r , t h e y a r e n o t g u a r a n t e e d .
S B 8 2 1
A n n u a l l y , . t h e C o m m i s s i o n r e l e a s e s a c a l l f o r b i c y c l e a n d p e d e s t r i a n p r o j e c t s i n
A p r i l . T h e C o m m i s s i o n e s t a b l i s h e s a n e v a l u a t i o n c o m m i t t e e t o r a n k e l i g i b l e
p r o j e c t s t h a t m e e t t h e e s t a b l i s h e d c r i t e r i a . P r o j e c t r e c o m m e n d a t i o n s a r e a p p r o v e d
b y t h e C o m m i s s i o n i n J u n e o f e a c h y e a r . T h e C o m m i s s i o n a p p r o v e d 1 7 p r o j e c t s i n
t h e a m o u n t o f $ 1 . 4 m i l l i o n f o r F Y 2 0 0 8 / 0 9 . T h e F Y 2 0 0 9 / 1 0 c a l l f o r p r o j e c t s w i l l
1 3 9
have funding of $1.4 million available for award. These expenditures are included
in the LTF special revenue fund, which is reflected in the Transit Department since
this fund's activities relate primarily to transit funding.
Federal Funding
CMAQ, STP, and TE
The Commission is responsible for allocating. CMAQ, STP, and TE funds to
transportation projects. In 2003, the Commission directed staff to program
SAFETEA-LU funds (CMAQ and STP) to projects that were impacted by the state
budget crisis and/or the rise in construction material costs with the exception of the
CMAQ funding that is apportioned to the Salton Sea Air Basin (SSAB). In 2007,
the Commission approved future. CMAQ and STP funds (from the reauthorization
of the federal transportation act) for grade separation projects approved in the
Proposition 1B TCIF program. The Commission will be reviewing federal funding
options for the 10-Year Western County Highway Delivery Plan projects once the
federal transportation act is reauthorized and future funding levels are known.
The Commission defers the selection of projects for CMAQ funds apportioned to
the SSAB to CVAG. In 2007, CVAG approved 22 projects for CMAQ funding
allocations of approximately $30 million from SAFETEA-LU.
In 2004 the CTC restructured the administration of the TE program by
incorporating it in the STIP. Although TE funds are federal, they must be granted
state budget authority in order for the funds to be allocated by the CTC. If the state
budget approval is delayed, the TE funds cannot be allocated until the state
budget is passed. In 2005, the Commission approved 18 projects totaling $17.6
million over FY 2006/07-2009/10. These projects are included in the 2008 STIP.
During FY 2006/07, two projects were allocated totaling $917,290. Subsequently,
in FY 2007/08, four projects were allocated totaling $5.6 million. During FY
2008/09, five additional projects are planned for delivery totaling $4 million. It is
anticipated that the seven remaining projects will be allocated in FY 2009/10 and
FY 2010/11.
Project Monitoring
In 2006, a consultant firm was awarded a contract to develop a web -based project
management database. With the high demand for reporting and monitoring, the
progress of projects is essential to prevent funds from lapsing; a consolidated
database will allow for efficient monitoring of these project schedules and funding.
Local agencies will have access to project information as well as the capability to
update their respective project information in a timely manner. The database has
140
"
b e e n i m p l e m e n t e d i n p h a s e s w i t h t h e f i r s t p h a s e c o m p l e t e d i n O c t o b e r 2 0 0 7 a n d
a d d i t i o n a l p h a s e s i m p l e m e n t e d d u r i n g F Y 2 0 0 8 / 0 9 .
T h e P r o g r a m m i n g D e p a r t m e n t h a s b e g u n t o a s s i s t t h e C a p i t a l P r o j e c t
D e v e l o p m e n t a n d D e l i v e r y D e p a r t m e n t w i t h p r e p a r i n g a n d s u b m i t t i n g r e q u e s t s f o r
a u t h o r i z a t i o n o f f e d e r a l f u n d i n g . I n a d d i t i o n , P r o g r a m m i n g w i l l t a k e o n a b r o a d e r
r o l e i n m o n i t o r i n g e x p e n d i t u r e s a n d p r o j e c t c l o s e o u t t o p r e v e n t f u n d s f r o m l a p s i n g .
D e p a r t m e n t G o a l s - P l a n n i n g
B u i l d u p o n r e l a t i o n s h i p s w i t h l o c a l , s t a t e , a n d f e d e r a l a g e n c i e s t o c o o r d i n a t e
s h o r t - a n d l o n g - r a n g e p l a n n i n g t o e n s u r e t h a t t r a n s p o r t a t i o n p r o j e c t s
r e c e i v e f u n d i n g a n d a p p r o v a l s .
O b j e c t i v e s :
" W o r k w i t h C V A G , W R C O G , C a l t r a n s , t r a n s i t o p e r a t o r s , l o c a l a g e n c i e s , a n d
S C A G t o c o o r d i n a t e p r o j e c t s u b m i t t a l s a n d a m e n d m e n t s t o t h e 2 0 0 8 R T P i n
a d d i t i o n t o d e v e l o p i n g s t r a t e g i e s t o m e e t S B 3 7 5 G r e e n h o u s e G a s e m i s s i o n
r e d u c t i o n s .
" W o r k w i t h C V A G , W R C O G , C a l t r a n s , t r a n s i t o p e r a t o r s , l o c a l a g e n c i e s , a n d
" S C A G t o c o o r d i n a t e d e v e l o p m e n t o f t h e 2 0 1 2 R T P .
" P r o v i d e t h e C o m m i s s i o n e r s i n f o r m a t i o n t o a s s i s t i n a d v o c a t i n g C o m m i s s i o n
p r o j e c t s .
" C o n t i n u e C E T A P i n t e r - a n d i n t r a c o u n t y c o r r i d o r w o r k .
" C o n t i n u e w o r k i n g w i t h t h e R C A t o i m p l e m e n t t h e M S H C P , a l t h o u g h f u n d i n g t o
a s s i s t i n t h e a s s e m b l y o f t h e r e s e r v e s y s t e m t h r o u g h 2 0 1 9 h a s b e e n
c o m p l e t e d .
C o n t i n u e t o s e e k a s t r o n g e r r o l e f o r c o u n t y t r a n s p o r t a t i o n c o m m i s s i o n s i n
s t a t e 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 a n d a i r q u a l i t y p r o g r a m s i n o r d e r t o d i r e c t
f u n d i n g f o r p r o g r a m s a n d p r o j e c t s t h a t w i l l i m p r o v e a i r q u a l i t y a n d m o b i l i t y
i n R i v e r s i d e C o u n t y .
O b j e c t i v e s :
" S u p p o r t e f f o r t s t o s e e k a d d i t i o n a l f u n d i n g a t t h e l o c a l , s t a t e , a n d f e d e r a l l e v e l s
f o r p r o j e c t s t h a t i m p r o v e a i r q u a l i t y .
" S u p p o r t o n g o i n g e f f o r t s t o r e g u l a t e f e d e r a l e m i s s i o n s o u r c e s .
C o n t i n u e i m p l e m e n t a t i o n o f t h e C M P i n c o o p e r a t i o n w i t h S C A G , W R C O G ,
C V A G , C a l t r a n s , a n d l o c a l a g e n c i e s a n d m a i n t a i n f e d e r a l c e r t i f i c a t i o n f o r t h e
C M P .
O b j e c t i v e s :
1 4 1
"
" I m p l e m e n t t h e C M P t o m e e t f e d e r a l C M S r e q u i r e m e n t s c i t e d u n d e r t h e
m e t r o p o l i t a n p l a n n i n g o r g a n i z a t i o n ( i . e . , S C A G ) p l a n n i n g r e g u l a t i o n s .
" P r o v i d e d a t a c o l l e c t e d o n t h e C M P s y s t e m t o S C A G a n d C a l t r a n s f o r r e p o r t i n g
o n t h e H i g h w a y P e r f o r m a n c e M o n i t o r i n g S y s t e m .
" P r o v i d e d a t a c o l l e c t e d o n t h e C M P s y s t e m t o l o c a l a g e n c i e s a n d o t h e r
i n t e r e s t e d p a r t i e s .
" C o n t i n u e m o n i t o r i n g t h e C M P s y s t e m t o e n s u r e t h e m i n i m u m a d o p t e d l e v e l o f
s e r v i c e t h r e s h o l d i s m e t .
W o r k w i t h C a l t r a n s a n d l o c a l g o v e r n m e n t s i n c l u d i n g t r a n s i t o p e r a t o r s t o
s e e k o p p o r t u n i t i e s t o d e v e l o p a n d i m p l e m e n t I n t e l l i g e n t T r a n s p o r t a t i o n
S y s t e m ( I T S ) a p p l i c a t i o n s t h a t i m p r o v e t h e a c c e s s i b i l i t y o f h i g h w a y a n d
t r a n s i t i n f o r m a t i o n t o t h e p u b l i c a s w e l l a s a c h i e v e o p e r a t i o n a l e f f i c i e n c i e s .
O b j e c t i v e s :
" S e e k f e d e r a l a n d s t a t e f u n d i n g s o u r c e s t o s u p p o r t i m p l e m e n t a t i o n o f I T S
s t r a t e g i e s a n d p r o j e c t s c o n s i s t e n t w i t h t h e I n l a n d E m p i r e I T S S t r a t e g i c
P l a n .
" P r o g r a m I T S p r o j e c t s i n t h e F T I P t o a c c o u n t f o r a i r q u a l i t y b e n e f i t s .
C o n t i n u e t o a d v o c a t e f o r j o b s / h o u s i n g b a l a n c e a n d a t t r a c t i n g h i g h i n c o m e
j o b s t o R i v e r s i d e C o u n t y i n a d d i t i o n t o a d d r e s s i n g i n t e r c o u n t y c o n g e s t i o n .
O b j e c t i v e s :
" P a r t i c i p a t e i n o n g o i n g s t u d i e s a n d a c t i v i t i e s r e g a r d i n g , t h e j o b s / h o u s i n g
i m b a l a n c e b e t w e e n O r a n g e a n d R i v e r s i d e c o u n t i e s a n d S a n D i e g o a n d
R i v e r s i d e c o u n t i e s .
" S u p p o r t t h e C o u n t y i n t e r e s t s p e r t a i n i n g t o t r a n s p o r t a t i o n p l a n n i n g a s
p o p u l a t i o n , j o b , a n d h o u s i n g f o r e c a s t s a r e d e v e l o p e d b y S C A G a n d t h e S t a t e .
D e p a r t m e n t G o a l s P r o g r a m m i n g
I d e n t i f y a l t e r n a t i v e f i n a n c i n g s t r a t e g i e s i n o r d e r t o f u l l y f u n d p r o j e c t s
i d e n t i f i e d i n t h e 1 0 - Y e a r W e s t e r n C o u n t y H i g h w a y D e l i v e r y P l a n .
O b j e c t i v e s :
" C o n t i n u e t h e a s s e s s m e n t a n d e v a l u a t i o n o f a v a i l a b l e s t r a t e g i e s .
" S u p p o r t e f f o r t s t o d e v e l o p d e s i g n - b u i l d l e g i s l a t i o n .
C o n s o l i d a t e p r o j e c t d a t a b a s e s t o a l l o w f o r e f f i c i e n t m o n i t o r i n g o f p r o j e c t s
a n d f u n d i n g w i t h t h e a b i l i t y t o s h a r e p r o j e c t i n f o r m a t i o n w i t h l o c a l
j u r i s d i c t i o n s .
1 4 2
"
"
O b j e c t i v e s :
" M a i n t a i n c o n s u l t a n t c o n t r a c t t o s u p p o r t t h e C o m m i s s i o n ' s w e b - b a s e d p r o j e c t
m a n a g e m e n t d a t a b a s e t h a t w i l l e n h a n c e a n d p r o m o t e i n f o r m a t i o n s h a r i n g .
" W o r k w i t h S C A G a n d o t h e r c o u n t y t r a n s p o r t a t i o n c o m m i s s i o n s t o r e f i n e a n d
m a i n t a i n t h e S C A G r e g i o n a l d a t a b a s e , i n c l u d i n g t h e c o o r d i n a t i o n o f t h e
C o m m i s s i o n ' s d a t a b a s e w i t h S C A G ' s F T I P d a t a b a s e .
" C o o r d i n a t e w i t h C a l t r a n s t o a s s u r e d a t a b a s e c o m p a t i b i l i t y a n d p r o m o t e
i n f o r m a t i o n s h a r i n g i n c l u d i n g t i m e l y r e p o r t i n g o f f u n d o b l i g a t i o n i n f o r m a t i o n .
E n s u r e m a x i m u m f u n d i n g a n d f l e x i b i l i t y f o r p r o j e c t s f u n d e d w i t h S T I P - R I P ,
P r o p o s i t i o n 1 B , S A F E T E A - L U , a n d f e d e r a l r e a u t h o r i z a t i o n f u n d s .
O b j e c t i v e s :
" P a r t i c i p a t e i n s t a t e w i d e e f f o r t s t o d e v e l o p a n d i m p l e m e n t g u i d e l i n e s a n d
l e g i s l a t i o n f o r t h e v a r i o u s P r o p o s i t i o n 1 B f u n d i n g p r o g r a m s .
" W o r k w i t h C a l t r a n s a n d t h e C T C t o m e e t t h e i n t e n t o f t h e C M I A a n d T C I F
p r o g r a m s r e l a t e d t o i m p l e m e n t i n g p r o j e c t s w i t h i n t h e t i m e f r a m e s s p e c i f i e d i n
t h e b a s e l i n e p r o j e c t a g r e e m e n t s .
" A d v o c a t e t h a t l o c a l a n d f e d e r a l f u n d s u s e d t o r e p l a c e s t a t e f u n d i n g d u e t o t h e
s t a t e b u d g e t s h o r t f a l l b e g i v e n h i g h p r i o r i t y f o r r e p a y m e n t w h e n t h e s t a t e i s i n a
p o s i t i o n t o r e p a y s u c h l o a n s .
" P a r t i c i p a t e i n v a r i o u s f o r u m s r e g a r d i n g r e a u t h o r i z a t i o n o f S A F E T E A - L U t o
i n c r e a s e f u n d i n g l e v e l s , s t r e a m l i n e p r o g r a m m i n g p r o c e s s e s , a n d p r o v i d e
f l e x i b i l i t y i n o b l i g a t i n g f u n d s .
" S u p p o r t e f f o r t s a d v o c a t i n g t h e c o n t i n u a t i o n a n d p r o t e c t i o n o f P r o p o s i t i o n 4 2
f u n d i n g a n d t h e p a y b a c k o f l o a n s t a k e n f r o m s t a t e t r a n s p o r t a t i o n a c c o u n t s .
" A d v o c a t e t h a t R I P c o u n t y s h a r e r e s e r v e s r e c e i v e p r i o r i t y p r o g r a m m i n g o v e r
c o u n t i e s t h a t a d v a n c e s h a r e s .
" C o n t i n u e t o s t r a t e g i c a l l y p r o g r a m a n d f u n d p r o j e c t s i n a n e f f o r t t o o b l i g a t e
a n d / o r a l l o c a t e f u n d s i n a n e x p e d i t i o u s m a n n e r f o r t h e m a x i m u m u s e o f a l l
a v a i l a b l e f u n d i n g .
" C o n t i n u e t o m o n i t o r p r o j e c t i m p l e m e n t a t i o n t h r o u g h t h e u s e o f m i l e s t o n e
r e p o r t i n g o n a q u a r t e r l y b a s i s t o m a i n t a i n m a x i m u m f u n d i n g l e v e l s f o r p r o j e c t s
a n d p r e v e n t l o s s o f f u n d s t o R i v e r s i d e C o u n t y .
P r o v i d e s u p p o r t t o t h e C o m m i s s i o n ' s C a p i t a l P r o j e c t D e v e l o p m e n t a n d
D e l i v e r y a n d F i n a n c e d e p a r t m e n t s t o m a i n t a i n p r o j e c t f u n d i n g a n d
s c h e d u l e s a n d m i n i m i z e p r o g r a m m i n g i s s u e s .
O b j e c t i v e s :
" P r o v i d e i n p u t t o t h e b u d g e t d e v e l o p m e n t p r o c e s s .
1 4 3
"
"
R a i l
M i s s i o n S t a t e m e n t :
" T o d e v e l o p a n d s u p p o r t p a s s e n g e r r a i l t r a n s p o r t a t i o n o p t i o n s f o r i n c r e a s e d m o b i l i t y
w i t h i n R i v e r s i d e C o u n t y a n d t h e r e g i o n . "
C h a r t 3 5 R a i l
P e r s o n n e l
4 %
E x p e n d i t u r e s
R a i l e x p e n d i t u r e s o f $ 2 4 , 2 7 9 , 1 0 0 i n c l u d e M e t r o l i n k o p e r a t i o n s a n d c a p i t a l s u p p o r t a s
w e l l a s m a i n t e n a n c e a n d o p e r a t i o n s o f t h e f i v e C o m m i s s i o n - o w n e d a n d o p e r a t e d
c o m m u t e r r a i l s t a t i o n s . P r o f e s s i o n a l a n d s u p p o r t c o s t s i n c l u d e l e g a l a n d c o n s u l t a n t
s e r v i c e s a s w e l l a s g e n e r a l s u p p l i e s , m e d i a a d s , p r i n t i n g s e r v i c e s , a n d m a r k e t i n g
i n c e n t i v e s . T h e s e c o s t s a r e c o m p a r a b l e t o t h e p r i o r y e a r .
S t a t i o n m a i n t e n a n c e i n c l u d e s p r o p e r t y m a n a g e m e n t , u t i l i t i e s , g r o u n d s m a i n t e n a n c e ,
r e p a i r s , c l e a n i n g , a n d s e c u r i t y s e r v i c e s a t t h e f i v e C o m m i s s i o n - o w n e d c o m m u t e r r a i l
s t a t i o n s a n d a d j a c e n t p a r k i n g a r e a s a n d t h e n e w P e r r i s M u l t i m o d a l T r a n s p o r t a t i o n
F a c i l i t y . G r o u n d s m a i n t e n a n c e a n d r e p a i r s r e f l e c t a n i n c r e a s e i n e x p e n d i t u r e s d u e t o
a g i n g i r r i g a t i o n s y s t e m s a n d t h e n e w P e r r i s f a c i l i t y , a n d s e c u r i t y c o s t s h a v e i n c r e a s e d
a s a r e s u l t a d d i t i o n a l s e r v i c e s , i n c l u d i n g c o v e r a g e o f t h e n e w N o r t h M a i n C o r o n a s t a t i o n
p a r k i n g s t r u c t u r e . O p e r a t i n g e x p e n d i t u r e s c o n s i s t s o f a n o p e r a t i n g c o n t r i b u t i o n o f
$ 7 , 0 0 0 , 0 0 0 t o S C R R A f o r M e t r o l i n k o p e r a t i o n s a n d $ 1 3 , 3 0 0 , 0 0 0 f o r n e w r a i l c a r s . T h e
C o m m i s s i o n ' s s u b s i d y t o S C R R A ' s o p e r a t i n g b u d g e t h a s i n c r e a s e d b y 2 1 . 7 % f r o m l a s t
y e a r ' s b u d g e t p r i m a r i l y d u e t o i n c r e a s e d s a f e t y , i n s u r a n c e , a n d m e c h a n i c a l e x p e n s e s
f o r n e w e q u i p m e n t . T h e C o m m i s s i o n ' s c o m m u t e r r a i l p r o g r a m e x p e c t s t o m e e t t h e
n u m b e r o f r e q u i r e d P r o d u c t i v i t y I m p r o v e m e n t P r o g r a m ( P I P ) t a r g e t s f o r F Y 2 0 0 9 / 1 0 .
1 4 6
Table 75 - Rail Expenditure Detail
FY OT/08 FY 08/09 FY 08/09 FY 09/10 Dollar Percent
Actual Revised Budget Projected Budget Change Change
Salaries and Benefits $ 358,800 $ 427,900 $ 378.800 $ 439,400 g 11,560 2.7%
Professional Costa
Legal Services 48,900 230,000 182,200 210,000 (2(1,000) -8.7%
Professional Services -Other 118.300 180,500 _ 144.700 199,300 18.800 10.4°%
Total Professional Costs 167,200 410,500 326,900 409,300 (1,200) -0.3%
Support Costs 83,500 145,100 122,500 158,200 13,100 9.0%
Rail Station Operations
Station Maintenance 670700 830,000 748,100 1,030,200 200,200 24.1%
Station Security 972,400 995.000 1,200,000 1.300,000 305.000 30.7°%
Other Transit Operations 255,800 134,000 - 136,900 162,000 28,000 20.9°%
Capital Maintenance - - - 13,306,000 13,300,000 ifON/01
Operating Maintenance 6.510,400 5979.600 6,335,600 7 280,000 1.300.400 21217%
Total Rag Station Operations
Special Studies
TOTAL Rail Operations
Rail Staffing Summary
8,410,300 7,938,600 8,420,600 23,072,200 15033,600 190.6°%
32,700 200,000 30,000 200,000 0.0%
; 9 050 500 $ 9 127 100 S 9.278= $ 24 279109 $ 15 157 000 188 2%
Department Budget Overview -Rail Operations
Department Description
The Commission has directed efforts in the areas of regional commuter rail, intercity
passenger rail, high-speed rail, and capital improvements to support enhanced
passenger and freight rail service. The entire program includes elements of planning,
programming, commuter rail development and support, station and corridor
management, mitigation of community and environmental impacts, legislative and
147
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r e g u l a t o r y a d v o c a c y , a n d c o n s t r u c t i o n o f c a p i t a l p r o j e c t s . M a n y e l e m e n t s a r e m a n a g e d
o r s u p p o r t e d b y o t h e r C o m m i s s i o n d e p a r t m e n t s , l e g a l c o u n s e l , a n d c o n s u l t a n t s .
D e p a r t m e n t a l e f f o r t s c o n t r i b u t i n g t o t h e r a i l p r o g r a m a r e f o u n d t h r o u g h o u t t h e b u d g e t
d o c u m e n t .
C o o r d i n a t i o n a n d c o n s u l t a t i o n a l s o o c c u r w i t h a v a r i e t y o f p u b l i c a n d p r i v a t e e n t i t i e s
i n c l u d i n g t h e C T C , C a ! t r a n s , C a l i f o r n i a P u b l i c U t i l i t i e s C o m m i s s i o n , C a l i f o r n i a H i g h
S p e e d R a i l A u t h o r i t y ( C H S R A ) , F e d e r a l R a i l r o a d A d m i n i s t r a t i o n , F T A , A m t r a k ,
e n v i r o n m e n t a l a g e n c i e s , t h e U n i v e r s i t y o f C a l i f o r n i a ( U C ) , t r a n s i t p r o v i d e r s , S C A G ,
W R C O G , C V A G , S A N D A G , L o s A n g e l e s - S a n D i e g o - S a n L u i s O b i s p o R a i l C o r r i d o r
A g e n c y , l o c a l g o v e r n m e n t s , p r i v a t e f r e i g h t r a i l r o a d s , b u s i n e s s e s , a n d p r o p e r t y o w n e r s .
T h e C o m m i s s i o n p a r t i c i p a t e s i n t h e o n g o i n g f u n d i n g a n d g o v e r n a n c e o f M e t r o l i n k b y
S C R R A , a j o i n t p o w e r s a u t h o r i t y c o n s i s t i n g o f t h e c o u n t y t r a n s p o r t a t i o n c o m m i s s i o n s o f
R i v e r s i d e , S a n B e r n a r d i n o , O r a n g e , L o s A n g e l e s , a n d V e n t u r a c o u n t i e s . T h e
C o m m i s s i o n h o l d s t w o v o t i n g p o s i t i o n s o n S C R R A ' s e l e v e n m e m b e r b o a r d .
C o m m i s s i o n s t a f f s e r v e s o n t h e f i v 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 w h i c h
n e g o t i a t e s s e r v i c e a n d f u n d i n g l e v e l s , b a s e d u p o n t h e c o u n t y ' s e s t a b l i s h e d p r i o r i t i e s ,
a n d p r o v i d e s t e c h n i c a l a s s i s t a n c e , c o o r d i n a t i o n b e t w e e n v a r i o u s S C R R A a n d
c o m m i s s i o n d e p a r t m e n t s , a n d l i n k a g e s t o l o c a l c o m m u n i t i e s .
O f t h e s e v e n c o m m u t e r r a i l l i n e s o p e r a t e d b y M e t r o l i n k , t h r e e r o u t e s c o n s i s t i n g o f t h e
R i v e r s i d e , I E O C , a n d 9 1 L i n e s d i r e c t l y s e r v e W e s t e r n C o u n t y . U n l i k e t h e o t h e r S C R R A
m e m b e r a g e n c i e s , t h e C o m m i s s i o n o w n s a n d o p e r a t e s t h e c o m m u t e r r a i l s t a t i o n s
s e r v i n g R i v e r s i d e C o u n t y : R i v e r s i d e D o w n t o w n , P e d l e y , L a S i e r r a , W e s t C o r o n a , N o r t h
M a i n C o r o n a , a n d , c o m i n g s o o n , P e r r i s . S t a t i o n o p e r a t i o n a n d m a i n t e n a n c e c o s t s a r e
i n c l u d e d i n t h e R a i l D e p a r t m e n t b u d g e t w i t h s e r v i c e s c u r r e n t l y c o o r d i n a t e d b y t h e
F i n a n c e D e p a r t m e n t ' s P r o c u r e m e n t s a n d A s s e t s M a n a g e m e n t D i v i s i o n . N e w a n d
o n g o i n g c o n s t r u c t i o n p r o j e c t s a t t h e s e s t a t i o n s a r e d e s c r i b e d i n t h e c a p i t a l b u d g e t
m a n a g e d b y t h e C a p i t a l P r o j e c t D e v e l o p m e n t a n d D e l i v e r y D e p a r t m e n t .
K e y A s s u m p t i o n s
" M e t r o l i n k ' s p r e l i m i n a r y F Y 2 0 0 9 / 1 0 b u d g e t i s a d o p t e d b y t h e C o m m i s s i o n a n d
S C R R A .
" R i d e r s h i p a n d f a r e r e v e n u e s c o n t i n u e t o g r o w o n t h e R i v e r s i d e , 1 E 0 C , a n d 9 1 L i n e s .
" T h e C o m m i s s i o n m a n a g e s t h e s t a t i o n s e c u r i t y g u a r d c o n t r a c t . E s t i m a t e d c o s t s a r e
b a s e d o n t h e a c t u a l c o n t r a c t t e r m s w i t h a p o r t i o n t o b e r e i m b u r s e d b y S C R R A .
A c c o m p l i s h m e n t s
" C o m p l e t e d s u b s t a n t i a l c o n s t r u c t i o n o n t h e 1 , 0 0 0 s p a c e N o r t h M a i n C o r o n a p a r k i n g
s t r u c t u r e a n d d e v e l o p e d a c o m p r e h e n s i v e p a r k i n g s t r a t e g y t o m i n i m i z e d i s r u p t i o n t o
e x i s t i n g p a s s e n g e r s d u r i n g c o n s t r u c t i o n .
1 4 8
" C o r n m e n c e d i m p l e m e n t a t i o n o f t h e G r e e n M e t r o l i n k S t a t i o n R e h a b i l i t a t i o n P l a n t o
u p g r a d e t h e e x i s t i n g M e t r o l i n k s t a t i o n s f o r e n e r g y a n d r e s o u r c e e f f i c i e n c y a n d t o
r e h a b i l i t a t e s t a t i o n e l e m e n t s s u c h a s p a i n t i n g , p a v i n g , a n d l i g h t i n g .
" I n i t i a t e d a s a f e t y a n d s e c u r i t y a s s e s s m e n t a t t h e M e t r o l i n k s t a t i o n s t h a t w i l l i d e n t i f y
u p g r a d e s t o t h e s e c u r i t y c a m e r a s y s t e m , m o n i t o r i n g a c t i v i t i e s , a n d e m e r g e n c y
r e s p o n s e .
" S u p p o r t e d t h e h o l i d a y t o y t r a i n e v e n t s a t R i v e r s i d e C o u n t y c o m m u t e r r a i l s t a t i o n s .
C o m m u n i t y p a r t i c i p a t i o n g r e w s u b s t a n t i a l l y w i t h r e c o r d a t t e n d a n c e a t t h e f o u r s t a t i o n
e v e n t s , a n d t h e S p a r k o f L o v e T o y D r i v e g e n e r a t e d a r e c o r d n u m b e r o f t o y s f o r l o c a l
c h a r i t i e s .
M a j o r I n i t i a t i v e s
O v e r t h e l a s t 1 6 y e a r s , m o r e t h a n $ 1 0 0 m i l l i o n i n c a p i t a l i m p r o v e m e n t s h a v e b e e n m a d e
i n d e v e l o p i n g s t a t i o n s a n d s e c u r i n g a c c e s s t o s u p p o r t t h e C o m m i s s i o n ' s c o m m u t e r r a i l
s e r v i c e s o p e r a t i o n s . C u r r e n t m a j o r i n i t i a t i v e s i n c l u d e t h e c o m p l e t i o n o f a 1 , 0 0 0 s p a c e
p a r k i n g s t r u c t u r e a t t h e N o r t h M a i n C o r o n a s t a t i o n , c o n s t r u c t i o n o f t h e P e r r i s M u l t i m o d a l
F a c i l i t y , a n d r e h a b i l i t a t i o n p r o j e c t s a t v a r i o u s s t a t i o n s . A c o n c e p t u a l p l a n n i n g e f f o r t t o
e x p a n d t h e L a S i e r r a s t a t i o n w i t h t h e a d d i t i o n o f a m u l t i m o d a l p a r k a n d r i d e f a c i l i t y i s
a l s o c u r r e n t l y i n p r o c e s s .
A d d i t i o n a l l y , t h e C o m m i s s i o n i s w o r k i n g w i t h O C T A a n d S A N B A G t o a d v a n c e a d d i t i o n a l
I E O C a n d 9 1 L i n e t r a i n s e r v i c e b y 2 0 1 1 . A s p a r t o f t h a t i n i t i a t i v e , t h e C o m m i s s i o n i s
e x p a n d i n g t h e l a y o v e r f a c i l i t y a t t h e R i v e r s i d e D o w n t o w n s t a t i o n t o a c c o m m o d a t e
a d d i t i o n a l t r a i n s e t s .
T h e d e v e l o p m e n t o f t h e P e r r i s V a l l e y L i n e p r o j e c t a n d i t s o p e r a t i o n a l i m p a c t s w i l l
c o n t i n u e t o b e p u r s u e d a n d e v a l u a t e d , r e s p e c t i v e l y . T h e C o m m i s s i o n h a s d e v e l o p e d a
d r a f t C o m m u t e r R a i l a n d M u l t i m o d a l F a c i l i t y D e s i g n C r i t e r i a M a n u a l t o e s t a b l i s h t h e
d e s i g n g u i d e l i n e s f o r f u t u r e c o m m u t e r r a i l s t a t i o n s , p a r k a n d r i d e f a c i l i t i e s , a n d
m u l t i m o d a l t r a n s i t c e n t e r s d e v e l o p e d b y t h e C o m m i s s i o n . T h e m o s t i m m e d i a t e p r o j e c t s
a r e t h e p r o p o s e d s t a t i o n s a l o n g t h e P e r r i s V a l l e y L i n e e x t e n s i o n a s w e l l a s
c o n s i d e r a t i o n f o r a m u l t i m o d a l p a r k a n d r i d e f a c i l i t y a t t h e L a S i e r r a s t a t i o n a n d o t h e r
l o c a t i o n s t o b e d e t e r m i n e d b a s e d o n d e m a n d . T h e g o a l o f t h i s e f f o r t i s t o p r o v i d e t h e
b e s t a p p r o a c h t o b u i l d , m a i n t a i n , a n d o p e r a t e c o s t e f f e c t i v e a n d e n v i r o n m e n t a l l y
s u s t a i n a b l e f a c i l i t i e s t h a t m e e t t h e p u b l i c ' s t r a n s p o r t a t i o n n e e d s . S t a f f w i l l s e e k
C o m m i s s i o n a p p r o v a l o f t h e m a n u a l d u r i n g F Y 2 0 0 9 / 1 0 .
"
1 4 9
2010
Chart 36 — Metrolink Average Daily Ridership
14000
12000
10000
0000
6000
4000
2000
0
2006
2007
2008
ElRiverside/L.A ®IEOC 091 Line
2009
Chart 37 — Riverside County Metrolink Station Locations
Riverside County Metrolink Stations
UP WIN uNE
'+• BNSF MAN/ UNE
Department Goals —Rail Operations
Improve utilization and increase efficiency of commuter rail lines serving
Riverside County.
Objectives:
• Support improved Metrolink system safety initiatives.
• Meet or exceed PIP goals through increased peak period patronage on the
Riverside Line, IEOC Line, and 91 Line.
• Maintain weekend, midday, and reverse -peak patronage in FY 2009/10.
• Reduce the public subsidy per passenger mile traveled on lines currently serving the
County through economies of scale, efficient use of train sets and crew hours, and
increased passenger fares.
Maximize opportunities for public use of rail -related investment.
150
Objectives:
• Support transit operator efforts to expand availability and use of connecting transit in
order to improve access and reduce demand on parking capacity.
• Evaluate opportunities with the Commuter Assistance Program's park and ride
operations for the designation of specific car/vanpool parking at commuter rail
stations with available capacity.
• Expand opportunities for interline travel through coordination of schedules with
Amtrak intercity and long distance trains and other Metrolink lines, including
encouraging joint ticketing options.
Generate revenue to offset maintenance costs of rail properties.
Objective:
• Implement the concept of "green power" at the Metrolink stations by changing
landscape materials to reduce water consumption.
Department Budget Overview --Rail Development
In order to expand passenger rail options throughout the County, the Commission
conducts feasibility studies to assess the viability of commuter rail expansion. In 2005,
the Commission completed the Commuter Rail Feasibility Study that examined the
viability of extending Metrolink commuter rail service largely within existing rail rights of
way. The Commission approved the study and recommended advanced study of
extensions on the San Jacinto Branch Line (SJBL) to Hemet/San Jacinto and
Murrieta/Temecula. The next phase of Alternative Analyses for these corridors will be
pursued in future years as funding availability allows.
San Jacinto Branch Line
The Commission holds title to and manages the 38-mile SJBL and several adjacent
properties, preserved for future passenger rail service. BNSF holds the freight rights in
the corridor, providing service to local shippers, and performs maintenance on the line.
Perris Valley Line Small Starts Project
In June 2000, the Commission allocated $20 million of Measure A funds for capital and
operating expenditures related to the implementation of passenger rail service on the
initial operating segment of the SJBL, known as the Perris Valley Line. Project cost
estimates total $169 million; however, such estimates are being reviewed and may be
revised. Staff is seeking a project construction grant agreement from the FTA Small
Starts Program to fund $75 million of the project cost with the balance to be funded by
other federal, state, and local funding sources, as illustrated in Chart 38 and Table 75.
The FFY 2008/09 appropriations bill included $45 million of the $75 million funding.
•
•
•
151
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D e t a i l s o n t h i s c a p i t a l p r o j e c t a r e i n c l u d e d i n t h e C a p i t a l P r o j e c t D e v e l o p m e n t a n d
D e l i v e r y s e c t i o n .
C h a r t 3 8 P e r r i s V a l l e y L i n e F u n d i n g C h a r t
T a b l e 7 6 P e r r i s V a l l e y L i n e F u n d i n g P l a n
F e d e r a l
S T P
F T A 5 3 0 7
F T A 5 3 0 9 S m a l l S t a r t s
F T A 5 3 0 9 R a i l M o d e r n i z a t i o n
C M A Q
S t a t e
T o t a l
$ 5 0 0 , 0 0 0
1 8 , 6 1 3 , 6 0 0
7 5 , 0 0 0 , 0 0 0
3 , 5 1 5 , 7 0 0
2 , 9 0 7 , 0 0 0
S t a t e :
S T I P 3 0 , 0 0 0 , 0 0 0
L o c a l :
M e a s u r e A 2 0 , 0 0 0 , 0 0 0
R a i l P r o p e r t y S a l e P r o c e e d s 1 5 , 2 7 5 , 7 0 0
M a r c h J o i n t P o w e r s A u t h o r i t y R i g h t o f W a y D o n a t i o n 2 , 9 5 0 , 0 0 0 .
T o t a l P e r r i s V a l l e y L i n e P r o j e c t E s t i m a t e $ 1 6 8 , 8 6 2 , 0 0 0
T h e p r o j e c t h a s r e c e i v e d F T A a p p r o v a l t o b e g i n p r o j e c t d e v e l o p m e n t . T h e N a t i o n a l
E n v i r o n m e n t a l P o l i c y A c t d r a f t e n v i r o n m e n t a l a s s e s s m e n t w a s c i r c u l a t e d f o r p u b l i c
r e v i e w i n 2 0 0 4 , a n d a n e w S u p p l e m e n t a l E n v i r o n m e n t a l A s s e s s m e n t w i l l b e r e l e a s e d i n
f a l l 2 0 0 9 . A n e w C E Q A d o c u m e n t w i l l b e c i r c u l a t e d f o r r e v i e w a n d i s e x p e c t e d t o b e
f i n a l i z e d i n t h e f a l l 2 0 1 0 . T h e F Y 2 0 0 9 / 1 0 b u d g e t i n t h e C a p i t a l P r o j e c t D e v e l o p m e n t
a n d D e l i v e r y s e c t i o n i n c l u d e s t o t a l e x p e n d i t u r e s o f $ 3 4 . 8 m i l l i o n f o r t h e P e r r i s V a l l e y
L i n e a n d o t h e r r e l a t e d p r o j e c t s . T h e p u b l i c o u t r e a c h p r o g r a m f o r t h i s p r o j e c t c o n t i n u e s
t o b e a p r i o r i t y w i t h o n g o i n g e f f o r t s t o r e a c h a l l t h e c o m m u n i t i e s i n c l u d i n g r e s i d e n t s ,
b u s i n e s s e s , a n d s c h o o l s a l o n g t h e c o r r i d o r .
1 5 2
Chart 39 — Perris Valley Line Map
Passenger Rail to Coachella Valley
In recent years the Commission has also focused attention on the creation of intercity
passenger rail service between the Coachella Valley, Riverside, and the Los Angeles
basin through advocacy efforts with state, federal, and local government entities and
negotiation with the freight railroads. The Commission's current efforts include seeking
capital and operating funds and coordinating with Amtrak and Caltrans.
High Speed Rail
The Commission continues to play a proactive role in the development of a statewide,
high-speed passenger rail system, including routing of the backbone corridor through
the Inland Empire with possible stations in the Riverside/Corona and Murrieta/
Temecula areas. With the passage of Proposition 1A in November 2008, there is now a
proposed funding mechanism to move the state high speed rail project forward. The
CHSRA has begun work on a project level environmental assessment and corridor
alignment study for the section between Los Angeles and San Diego via the Inland
Empire. The Commission has directed the review to include an alignment alternative
along 1-15 for analysis. The Commission has entered into an MOU to be supportive in
the development of this high speed rail project, and there are ongoing project and
technical working group meetings.
Key Assumption
• Project development on the Perris Valley Line will continue in FY 2009/10.
•
153
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A c c o m p l i s h m e n t s
" H a v i n g r e c e i v e d a m e d i u m - h i g h r a t i n g f r o m t h e F T A o n t h e P e r r i s V a l l e y L i n e i n
D e c e m b e r 2 0 0 7 , c o n t i n u e d p r o j e c t d e v e l o p m e n t a c t i v i t i e s i n c l u d i n g p r o g r e s s o n
e n v i r o n m e n t a l d o c u m e n t s a n d t h e r e l a t e d p u b l i c r e v i e w s .
" O b t a i n e d $ 4 5 m i l l i o n i n f u n d i n g f o r t h e P e r r i s V a l l e y L i n e p r o j e c t i n t h e F F Y 2 0 0 8 / 0 9
b u d g e t .
" C o m p l e t e d c o n c e p t u a l p l a n s a n d b e g a n p r e l i m i n a r y e n g i n e e r i n g t o p r o v i d e f o r
a d d i t i o n a l l a y o v e r t r a c k c a p a c i t y a t t h e R i v e r s i d e D o w n t o w n s t a t i o n .
" I n i t i a t e d t h e G r e e n M e t r o l i n k S t a t i o n R e h a b i l i t a t i o n P l a n t o i m p r o v e t h e e x i s t i n g
C o m m i s s i o n - o w n e d s t a t i o n s .
M a j o r I n i t i a t i v e s
D u r i n g F Y 2 0 0 9 / 1 0 , t h e C o m m i s s i o n w i l l c o m p l e t e c o n s t r u c t i o n o f P h a s e 1 o f t h e P e r r i s
M u l t i m o d a l T r a n s p o r t a t i o n F a c i l i t y a n d i n i t i a t e e n g i n e e r i n g a n d d e s i g n o f a R i v e r s i d e
D o w n t o w n l a y o v e r f a c i l i t y . A d d i t i o n a l l y , a s d i s c u s s e d a b o v e , p r o j e c t d e v e l o p m e n t a n d
r i g h t o f w a y a c q u i s i t i o n r e l a t e d t o t h e F T A S m a l l S t a r t s P e r r i s V a l l e y L i n e p r o j e c t i s
e x p e c t e d t o c o n t i n u e .
D e p a r t m e n t G o a l s R a i l D e v e l o p m e n t
I d e n t i f y a n d p l a n f o r c a p i t a l i m p r o v e m e n t s n e c e s s a r y t o i n c r e a s e t h e s c o p e ,
a p p e a l , a n d r e l i a b i l i t y o f c o m m u t e r r a i l o p e r a t i o n s .
O b j e c t i v e s :
" C o n t i n u e w o r k t o f u l l y f u n d t h e P e r r i s V a l l e y L i n e ( R i v e r s i d e t o P e r r i s v i a M o r e n o
V a l l e y ) o n t h e S J B L .
" F i n a l i z e t h e s t a t i o n d e s i g n e l e m e n t s f o r t h e P e r r i s V a l l e y L i n e .
" C o n t i n u e d e v e l o p m e n t o f t h e R i v e r s i d e D o w n t o w n s t a t i o n l a y o v e r f a c i l i t y e x p a n s i o n .
M a i n t a i n e f f o r t s w i t h l o c a l a g e n c i e s , o t h e r S o u t h e r n C a l i f o r n i a c o u n t i e s , a n d t h e
s t a t e a n d f e d e r a l g o v e r n m e n t s t o e x p a n d i n t e r c i t y p a s s e n g e r r a i l s e r v i c e i n t o
R i v e r s i d e C o u n t y a n d t h e C o a c h e l l a V a l l e y .
C o n t i n u e t o s u p p o r t a n d i n f l u e n c e s t a t e e f f o r t s i n t h e c r e a t i o n o f a h i g h - s p e e d
p a s s e n g e r r a i l s y s t e m a l o n g a n I n l a n d E m p i r e a l i g n m e n t t h r o u g h c o o r d i n a t i o n
w i t h s t a t e a n d l o c a l a g e n c i e s .
1 5 4
Rail
Performance/Workload Indicators
FY 07/08
Actual
FY 08/09
Estimated
FY 09/10
Projected
Average daily ridership on existing commuter lines
• Riverside Line
5,188
5,179
5,280
• 1E0C Line
4,871
4,633
4,788
• 91 Line
2,268
2,300
2,391
Farebox recovery ratio
• Riverside Line •
57.24%
56.93%
59.16%
• IEOC Line
41.26%
34.33%
37.38%
• 91 Line
50.85%
50.76%
54.30%
Rail PIP targets:
o Passenger trips
3,152,379
3,143,274
3,153,135
o Farebox recovery ratio
49.04%
45.49%
48.22%
o Subsidy per passenger mile
$0.17
$0.21
$0.19
o Passenger miles per revenue car mile
36.74
35.97
38.76
•
155
"
R i g h t o f W a y M a n a g e m e n t
M i s s i o n S t a t e m e n t :
" T o s u p p o r t p r o j e c t d e v e l o p m e n t a n d d e l i v e r y t h r o u g h t h e a c q u i s i t i o n a n d
m a n a g e m e n t o f r e q u i r e d r i g h t o f w a y i n t h e m o s t e c o n o m i c a l , e f f i c i e n t , a n d t i m e l y
m a n n e r . "
C h a r t 4 0 - R i g h t o f W a y M a n a g e m e n t
S u p p o r t
3 9 %
E x p e n d i t u r e s
P r o j e c t s a n d
O p e r a t i o n s P e r s o n n e i
1 � % 8 ` Y o
P r o f e s s i o n a l
5 2 %
R i g h t o f W a y e x p e n d i t u r e s a r e b u d g e t e d a t $ 1 , 3 7 8 , 9 0 0 t o p r o v i d e f o r t h e c o s t s o f
p e r s o n n e l p e r f o r m i n g r i g h t o f w a y a n d p r o p e r t y m a n a g e m e n t f u n c t i o n s , l e g a l a n d
o t h e r c o n s u l t a n t f e e s , a n d s u p p o r t e x p e n d i t u r e s . F Y 2 0 0 9 / 1 0 s a l a r i e s a n d b e n e f i t s
r e f l e c t t h e e a r l y r e t i r e m e n t o f t h e p r o p e r t y a d m i n i s t r a t o r . S u p p o r t e x p e n d i t u r e s o f
$ 5 3 2 , 8 0 0 c o n s i s t p r i m a r i l y o f w e e d a b a t e m e n t a t $ 4 5 5 , 0 0 0 a n d s e r v i c e s n e e d e d t o
m a i n t a i n t h e C o m m i s s i o n ' s r e a l p r o p e r t i e s i n a c o n d i t i o n t h a t c o m p l i e s w i t h a l l l o c a l
c o d e s a n d r e g u l a t i o n s g o v e r n i n g p r o p e r t y m a i n t e n a n c e . P r o j e c t s a n d o p e r a t i o n s
r e f l e c t s t h e e l i m i n a t i o n o f p r o j e c t m a n a g e m e n t s e r v i c e s t h a t a r e n o l o n g e r r e q u i r e d .
I n a d d i t i o n t o t h e e x p e n d i t u r e s d e s c r i b e d i n t h i s s e c t i o n , R i g h t o f W a y M a n a g e m e n t
o v e r s e e s a n d m a n a g e s t h e w o r k o f r i g h t o f w a y c o n s u l t a n t s t h a t p r o v i d e a c q u i s i t i o n ,
n e g o t i a t i o n , r e l o c a t i o n , a p p r a i s a l , a p p r a i s a l r e v i e w , s u r v e y a n d r i g h t o f w a y
e n g i n e e r i n g , e n v i r o n m e n t a l a s s e s s m e n t , a n d t i t l e s e r v i c e s . E x p e n d i t u r e s f o r t h e s e
r i g h t o f w a y s u p p o r t s e r v i c e s o f $ 2 , 6 3 0 , 8 0 0 a r e i n c l u d e d i n t h e C a p i t a l P r o j e c t
D e v e l o p m e n t a n d D e l i v e r y s e c t i o n .
1 5 6
Table 77 — Right of Way Expenditure Detail
FY 07/08 FY 08/09 FY 08/09 FY 09/10 Dollar Percent
Actual Revised Budget Projected Budget Change Change
Salaries and Bens its $ 140,800 $ 155,000 $ 175,400 $ 111,800 $ (43,200) -27.9%
Professional Costs
Legal Services 60,300 85.000 84,000 100,000 15,000 17.6%
Professional Services -Other 148.500 607.000 233.800 600.000 (7.000) -1.2%
Total Professional Costs 208,800 692,000 317,800 700,000 8,000 1.2%
Support Costs 134,400 285,000 315,200 532,800 247,800 86.9%
Projects and Operations
Projects - General 50,000 (50,000)-100.0%
Engineering 2,800 10,000 (10,000)-100.0%
ROW Support Services 65,100 20,000 8,400 20,000 0,0%
Total Projects and Operations 67.900 80,000 8,400 20.000 (60.000) -75.0%
Transfer Out 14,300 14.300 #DN! i
TOTAL Right of Way Management $ 551 90Q $ 1 212.000 $ 816.80Q $ 1.378 90Q $ 166 90Q an
Right of Way Staffing Summary
Department Budget Overview —Right of Way Acquisition and
Support Services
Department Description
The Commission is responsible for the delivery of highway and rail projects included in
the 1989 Measure A and 2009 Measure A TIPs. Right of way acquisition is on the
critical path in the delivery of Commission projects.
The Commission authorized the development of a Right of Way Acquisition Program
in 2006. To implement the Commission's directive, staff procured the services of on -
call right of way consultant services in the fields of title and escrow, right of way
engineering and surveying, environmental assessment, appraisal and appraisal
review, acquisition and relocation, feasibility studies and cost estimates, property
•
•
157
"
m a n a g e m e n t , a n d u t i l i t i e s r e l o c a t i o n . T h e s e c o n s u l t a n t s a r e m a n a g e d a n d s u p e r v i s e d
b y t h e R i g h t o f W a y M a n a g e m e n t D e p a r t m e n t .
T h e p r i m a r y g o a l o f t h e R i g h t o f . W a y M a n a g e m e n t D e p a r t m e n t i s t o d e l i v e r r i g h t o f
w a y i n t h e m o s t c o s t e f f e c t i v e m a n n e r a n d w i t h i n p r o j e c t s c h e d u l e s , w h i l e a d h e r i n g t o
f e d e r a l a n d s t a t e r e g u l a t i o n s . C o m m i s s i o n s t a f f r e q u i r e d t o s u p e r v i s e a n d m a n a g e
r i g h t o f w a y s e r v i c e s a n d r e l a t e d s u p p o r t f o r i n d i v i d u a l p r o j e c t s a r e i n c l u d e d i n t h e
C a p i t a l P r o j e c t D e v e l o p m e n t a n d D e l i v e r y D e p a r t m e n t b u d g e t .
K e y A s s u m p t i o n s
" F i l e c l o s e o u t s a n d t r a n s f e r s o f r i g h t o f w a y a c q u i s i t i o n f i l e s t o C a l t r a n s r e l a t e d
t o t h e S R - 7 4 w i d e n i n g p r o j e c t ( S e g m e n t 2 ) a n d t h e S R - 6 0 H O V l a n e s / 1 - 2 1 5 t o
R e d l a n d s B o u l e v a r d w i l l c o n t i n u e .
" R i g h t o f w a y a c q u i s i t i o n w i l l b e c o m p l e t e d f o r t h e S R - 9 1 H O V l a n e s , S R - 6 0
E a s t J u n c t i o n t o 1 - 2 1 5 H O V l a n e s , t h e P e r r i s V a l l e y L i n e , a n d S R - 7 4 / G S t r e e t t o
1 - 2 1 5 i n t e r c h a n g e p r o j e c t s .
" R i g h t o f w a y a c q u i s i t i o n o n t h e S R - 7 4 c u r v e r e a l i g n m e n t p r o j e c t w i l l
c o m m e n c e .
" W o r k t o i m p l e m e n t t h e 1 0 - Y e a r W e s t e r n C o u n t y H i g h w a y D e l i v e r y P l a n w i l l
c o n t i n u e .
" A d v a n c e d a c q u i s i t i o n o f r i g h t o f w a y w i l l c o m m e n c e o n t h e S R - 9 1 c o r r i d o r
i m p r o v e m e n t s p r o j e c t .
" D e v e l o p m e n t o f t h e S R - 7 9 r e a l i g n m e n t a n d M i d C o u n t y P a r k w a y p r o j e c t s w i l l
c o n t i n u e .
A c c o m p l i s h m e n t s
" C o m p l e t e d t h e a d v a n c e d a c q u i s i t i o n o f t h e A r a n t i n e H i l l s p a r c e l f o r t h e M i d
C o u n t y P a r k w a y .
" C o m m e n c e d r i g h t o f w a y a c q u i s i t i o n f o r t h e S R - 9 1 H O V l a n e s p r o j e c t .
A c q u i s i t i o n o f r i g h t o f w a y i s o n s c h e d u l e a n d o n b u d g e t .
" C o m p l e t e d a c q u i s i t i o n o f r i g h t o f w a y f o r t h e P e r r i s M u l t i m o d a l T r a n s p o r t a t i o n
F a c i l i t y p r o j e c t .
" C o m m e n c e d r i g h t o f w a y a c q u i s i t i o n f o r t h e I - 2 1 5 / S R - 6 0 E a s t J u n c t i o n H O V
l a n e s c o n n e c t o r p r o j e c t a n d t h e S R - 7 4 / G S t r e e t t o 1 - 2 1 5 i n t e r c h a n g e p r o j e c t .
" C o m p l e t e d t h e r e v i e w o f o v e r 7 0 0 B N S F l i c e n s e s a n d a g r e e m e n t s t o d e t e r m i n e
e n c r o a c h m e n t s , u t i l i t y c o n f l i c t s w i t h t h e P e r r i s V a l l e y L i n e p r o j e c t , a n d
c o n s i d e r a t i o n o f t e r m i n a t i o n o r i n c r e a s e s i n l i c e n s e f e e s .
" C o m p l e t e d c l o s e o u t o f t h e S R - 6 0 H O V l a n e s / I - 2 1 5 t o R e d l a n d s B o u l e v a r d
p r o j e c t a n d t r a n s f e r r e d o w n e r s h i p o f r i g h t o f w a y t o C a l t r a n s .
" C o m p l e t e d c l o s e o u t o f S R - 7 4 w i d e n i n g p r o j e c t ( S e g m e n t 1 ) a n d t r a n s f e r r e d
o w n e r s h i p o f r i g h t o f w a y t o C a l t r a n s .
1 5 8
Major Initiatives
In support of the Commission's 10-Year Western County Delivery Plan, the Right of
Way Management Department developed and maintains an in-house right of way
acquisition and management program. Right of way acquisition has been completed
for the Perris Multimodal Transportation Facility project and is currently underway on
several other projects.
There are approximately 81 parcels to be acquired for the SR-91 HOV lanes from
Adams Street to the SR-60/SR-91/1-215 project. In addition, ten businesses will be
relocated and, potentially, one residential owner may have to be moved, either
temporarily or permanently. Major utility relocations and railroad property acquisitions
are required for this project as well. Right of way certification for this project is
scheduled in August 2010.
The I-215/SR-60 East Junction HOV lanes connector project will require the
acquisition of a commercial property from the County, a partial acquisition from a used
car dealership, the relocation of an outdoor advertising sign, and the acquisition of a
multi -family residential. property with a 15-unit apartment structure. Utility relocation
and railroad agreements are requiredvfor this project. Right of way certification for this
project is scheduled in July 2009.
The SR-74/G Street to 1-215 interchange project will require a full -take acquisition and
25 partial -take acquisitions. Utility relocation is likewise required. Right of way
certification is scheduled in October 2009.
The SR-74 curve realignment project will require 14 partial -take acquisitions as well as
utility relocation.
The Perris Valley Line project will require the full -take acquisition of eight station
parcels. Advanced acquisition of the Palmyrita station parcel is underway.
Advanced right of way acquisition for the SR-91 corridor improvement project will
commence upon award and execution of the Project and Construction Management
Services contract, which is scheduled in August 2009. Right of Way Management staff
will continue to work with Capital Project Development and Delivery staff by providing
right of way cost estimates and recommendations to reduce property impacts of
proposed alignments. Right of Way Management staff will help identify properties that
may be eligible for advanced acquisition.
Department Goals— Right of Way Acquisition and Support Services
Advance right of way acquisition activities in support of the SR-79 realignment
and Mid County Parkway projects.
Objectives:
159
"
"
" E n s u r e c o m p l i a n c e w i t h f e d e r a l a n d s t a t e r e g u l a t i o n s f o r a d v a n c e r i g h t o f w a y
a c q u i s i t i o n a c t i v i t i e s .
" P r o t e c t a n d m a i n t a i n p r o p e r t i e s a c q u i r e d f o r f u t u r e p r o j e c t s .
D e l i v e r r i g h t o f w a y f o r t h e I - 2 1 5 / S R - 6 0 E a s t J u n c t i o n H O V l a n e s c o n n e c t o r , S R -
7 4 / G S t r e e t t o 1 - 2 1 5 i n t e r c h a n g e , a n d S R - 9 1 H O V l a n e s p r o j e c t s .
O b j e c t i v e s :
" E n s u r e c o m p l i a n c e w i t h f e d e r a l a n d s t a t e r e g u l a t i o n s .
" M e e t e s t a b l i s h e d b u d g e t a n d s c h e d u l e .
" E n s u r e f a i r a n d c o n s i s t e n t t r e a t m e n t o f p r o p e r t y o w n e r s a n d t h e p u b l i c .
" E n s u r e d i s p l a c e d i n d i v i d u a l s a n d b u s i n e s s e s r e c e i v e t h e i r f u l l r e l o c a t i o n
e n t i t l e m e n t s .
" W o r k c o o p e r a t i v e l y w i t h C a M a n s D i s t r i c t 8 s t a f f .
C o m m e n c e r i g h t o f w a y a c q u i s i t i o n f o r t h e P e r r i s V a l l e y L i n e p r o j e c t
O b j e c t i v e s :
" W o r k c o o p e r a t i v e l y w i t h F T A s t a f f .
" E n s u r e c o m p l i a n c e w i t h f e d e r a l a n d s t a t e r e g u l a t i o n s .
" E n s u r e f a i r a n d c o n s i s t e n t t r e a t m e n t o f p r o p e r t y o w n e r s a n d t h e p u b l i c .
" M e e t e s t a b l i s h e d b u d g e t a n d s c h e d u l e .
C o m m e n c e a d v a n c e d r i g h t o f w a y a c q u i s i t i o n f o r t h e S R - 9 1 c o r r i d o r
i m p r o v e m e n t p r o j e c t
" E n s u r e c o m p l i a n c e w i t h f e d e r a l a n d s t a t e r e g u l a t i o n s g o v e r n i n g a d v a n c e d
a c q u i s i t i o n .
" P r o v i d e c o s t e s t i m a t e s a n d o t h e r r i g h t o f w a y s u p p o r t s e r v i c e s t h r o u g h t h e
e n v i r o n m e n t a l p h a s e o f t h e p r o j e c t .
P r o v i d e r i g h t o f w a y s u p p o r t t o a l l C o m m i s s i o n p r o j e c t s .
O b j e c t i v e s :
" P r o v i d e r i g h t o f w a y p l a n n i n g , c o s t e s t i m a t e , s c h e d u l e , r i g h t o f w a y e n g i n e e r i n g ,
t i t l e s e a r c h , e n v i r o n m e n t a l a s s e s s m e n t , a n d u t i l i t i e s r e l o c a t i o n s u p p o r t f o r a l l
p r o j e c t s .
" P r o v i d e r i g h t o f w a y a c q u i s i t i o n a n d p r o p e r t y m a n a g e m e n t s u p p o r t f o r a l l p r o j e c t s .
D e p a r t m e n t B u d g e t O v e r v i e w P r o p e r t y M a n a g e m e n t
D e p a r t m e n t D e s c r i p t i o n
I n t h e p r o c e s s o f a c q u i r i n g r e a l p r o p e r t y f o r b o t h r a i l a n d h i g h w a y t r a n s p o r t a t i o n
p u r p o s e s , t h e C o m m i s s i o n s t r i v e s t o m a n a g e i t s r e a l p r o p e r t y w i t h t h e o b j e c t i v e o f
1 6 0
maximizing existing and future public transportation benefits, safety, and income by
means of professional property management policies and procedures. This includes
issuing licenses and rights of entry for authorized third -party uses, as well as
investigating and resolving issues regarding uses that are not authorized by the
Commission. On certain occasions, the Commission may also grant easements.
General maintenance activities and security measures are also part of the property
management scope of work on all Commission -owned properties.
The demolition and clearance of structures and other improvements on acquired
property, excluding commuter rail stations, is included in the property management
function. Additionally, the Commission must manage real property acquired for a
project until it is required for construction.
Since 1990, the Commission has acquired property assets in the course of rail and
highway project implementation. To date, the rail properties number over 225 parcels.
The Commission acquired approximately 500 parcels for the SR-74 widening project.
In addition approximately 40 properties have been acquired for the Mid County
Parkway, SR-79 realignment, Perris Valley Line, and the SR-60 HOV lanes/I-215 to
Redlands Boulevard projects. These properties were acquired in fee, and some will be
transferred primarily to Caltrans upon completion of the projects.
Upon project completion, all remaining properties within every project are reassessed
and deemed surplus when it has been determined that the continued retention of the
property no longer supports the Commission's policy goals and objectives.
Key Assumptions
• Approximately ten properties will be acquired for various highway projects that
contain structures requiring demolition and relocation of tenants. This number will
substantially increase with the commencement of advance right of way acquisitions
for the SR-91 corridor improvement project.
• Approximately 40 applications for licenses and rights of entry will be received for
processing.
• Development of the property inventory database will continue, with significant
enhancements to include document images, photographs, and geographic
information.
• Technological features of the RCTC Global Application (RGA), a project
management database, will be enhanced to provide additional support to
engineering, legal counsel, public outreach, and traditional property management
functions.
Accomplishments
• Completed the demolition and clearance of structures at the Perris Multimodal
Transportation Facility and a structure for the SR-91 HOV lanes project.
•
161
"
"
"
" C o n t i n u e d t o m a i n t a i n p r o p e r t i e s a n d u p d a t e f i l e s o f p r o p e r t y a c q u i r e d b y t h e
C o m m i s s i o n f o r r a i l a n d h i g h w a y p r o j e c t s .
" R e s o l v e d p r o p e r t y - r e l a t e d i s s u e s r e l a t e d t o t h e P e r r i s M u l t i m o d a l T r a n s p o r t a t i o n
F a c i l i t y .
" C o m p l e t e d t h e r e v i e w o f p r o c e s s e s a n d p r o c e d u r e s r e l a t e d t o t h e i s s u a n c e o f
l i c e n s e s a n d r i g h t s o f e n t r y .
" S u p p o r t e d t h e P e r r i s V a l l e y L i n e p r e l i m i n a r y e n g i n e e r i n g e f f o r t s b y p r o v i d i n g
g e o g r a p h i c i n f o r m a t i o n s y s t e m s d a t a t o l o c a t e u t i l i t i e s a n d p l a n t h e i r r e l o c a t i o n .
" I n i t i a t e d t h e p r o c e s s t o p r o v i d e l e g a l c o u n s e l a n d e n g i n e e r i n g c o n s u l t a n t s o n - l i n e
a c c e s s t o t h e R G A .
" S u p p o r t e d p u b l i c o u t r e a c h a c t i v i t i e s b y p r o v i d i n g g r a p h i c s f r o m t h e R G A t o
C o m m i s s i o n p r e s e n t e r s t o f a c i l i t a t e p u b l i c u n d e r s t a n d i n g o f p r o j e c t i s s u e s .
M a j o r I n i t i a t i v e s
O p p o r t u n i t i e s t o i m p r o v e o p e r a t i n g e f f i c i e n c y a n d e f f e c t i v e n e s s i n t h e p r o c e s s i n g o f
l i c e n s e a n d r i g h t o f e n t r y a p p l i c a t i o n s , u p d a t i n g o f i n s u r a n c e d o c u m e n t s , a n d g e n e r a l
m o n i t o r i n g o f t h e p h y s i c a l c o n d i t i o n s a t p r o p e r t y s i t e s h a v e b e e n i d e n t i f i e d . P r o j e c t s
i d e n t i f i e d i n t h e R i g h t o f W a y A c q u i s i t i o n a n d S u p p o r t s e c t i o n s a b o v e i n v o l v i n g
d e m o l i t i o n , c l e a r a n c e , p r o p e r t y m a i n t e n a n c e , r e n t c o l l e c t i o n , a n d o t h e r a s s o c i a t e d
a c t i v i t i e s w i l l b e s u p p o r t e d a c c o r d i n g l y i n a c o s t - e f f e c t i v e a n d t i m e l y m a n n e r .
A d d i t i o n a l r e s o u r c e s w i l l b e r e q u i r e d t o a d e q u a t e l y e n s u r e s e c u r i t y a n d s a f e t y o f l a r g e
p r o p e r t i e s i n v o l v e d i n r e c e n t a n d f o r e s e e a b l e a d v a n c e d a c q u i s i t i o n s .
D e p a r t m e n t G o a l s P r o p e r t y M a n a g e m e n t
M a i n t a i n o r d e r , s e c u r i t y , a n d s a f e t y a t t h e C o m m i s s i o n ' s n o n - o p e r a t i n g
p r o p e r t i e s .
O b j e c t i v e s :
" I n c r e a s e t h e p o o l o f p r o p e r t y m a i n t e n a n c e c o n t r a c t o r s t o m e e t t h e r e q u i r e m e n t s o f
a n e x p a n d e d a r e a o f r e s p o n s i b i l i t y .
" I m p r o v e t h e s y s t e m o f r e g u l a r i n s p e c t i o n t o i d e n t i f y i s s u e s i n a t i m e l y m a n n e r a n d
t o m a i n t a i n a p r o a c t i v e m o d e o f m a i n t e n a n c e .
" M a i n t a i n g o o d r e l a t i o n s w i t h l o c a l r e g u l a t o r y a g e n c i e s t o e n s u r e c o o p e r a t i o n i n
r e s o l v i n g p r o p e r t y m a i n t e n a n c e i s s u e s .
E n h a n c e r e v e n u e t o o f f s e t m a i n t e n a n c e c o s t s o f r a i l a n d h i g h w a y p r o p e r t i e s .
O b j e c t i v e s :
" S u r p l u s e x c e s s C o m m i s s i o n - o w n e d p r o p e r t y .
" E n s u r e t h a t l i c e n s e v a l u a t i o n a n d a s s e s s m e n t s r e f l e c t c u r r e n t m a r k e t c o n d i t i o n s o n
e x i s t i n g a n d f u t u r e l i c e n s e e s .
" D e v e l o p a n a u t o m a t e d m o n i t o r i n g s y s t e m t o i n i t i a t e r e v i e w o f r e n t a l r a t e s a s
s c h e d u l e d a c c o r d i n g t o a g r e e m e n t p r o v i s i o n s .
1 6 2
Provide support for property acquisitions and conveyance of capital project
rights of way.
Objectives:
• Provide property management services for properties acquired with tenants prior to
their relocation.
• Demolish and clear properties with structures that need removal for capital
projects.
• Maintain order, security, and safety of properties after clearance by installing
adequate infrastructures and coordinating with law enforcement whenever
necessary until construction begins.
Upgrade the process of receiving and processing applications for temporary
use of Commission properties.
Objectives:
• Conduct a review of existing application forms and templates to update them to
current conditions and technologies and to enhance risk management.
• Review processing procedures to ensure critical steps are adequately addressed
and timeframes minimized.
• Establish, in coordination with Procurement and Asset Management staff, a
comprehensive approach to maintain updated insurance coverage on all active
agreements involving licenses, rights of entry, and easements over Commission
properties.
Right of Way Management
Performance/Workload Indicators
FY 07/08
Actual
FY 08/09
Estimated
FY 09/10
Projected
License agreements
31
40
40
Appraisals completed
43
150
80
Appraisal reviews completed
43
150
80
Right of Way on -call consultants:
Title and escrow services
3
3
3
Survey and right of way engineering
3
3
3
Appraisers
5
5
5
Appraisal reviewers
3
3
5
Acquisition/relocation
3
3
3
Environmental assessment
5
5
5
Furniture, fixture, and equipment
appraisers
2
2
2
Goodwill appraisers
2
2
2
Property management
3
3
3
•
•
•
163
"
"
"
P u b l i c a n d S p e c i a l i z e d T r a n s i t
M i s s i o n S t a t e m e n t :
" T o c o o r d i n a t e t h e o p e r a t i o n o f a l l p u b l i c t r a n s p o r t a t i o n s e r v i c e s w i t h i n t h e C o u n t y w i t h
a g o a l t o w a r d p r o m o t i n g c o m p l i a n c e a s w e l l a s p r o g r a m e f f i c i e n c y a n d e f f e c t i v e n e s s
b e t w e e n t r a n s i t o p e r a t o r s a n d i m p r o v i n g m o b i l i t y . T o m a i n t a i n a n d e n h a n c e , a s
r e s o u r c e s a l l o w , m o b i l i t y o p t i o n s f o r s e n i o r s , p e r s o n s w i t h d i s a b i l i t i e s , a n d p e r s o n s o f
l i m i t e d m e a n s t h r o u g h i n n o v a t i v e s o l u t i o n s a n d c o m m u n i t y i n t e r a c t i o n . "
C h a r t 4 2 P u b l i c a n d S p e c i a l i z e d T r a n s i t
P e r s o n n e l
0 %
E x p e n d i t u r e s
P r o f e s s i o n a l
0 % S u p p o r t
0 %
P r o j e c t s a n d
O p e r a t i o n s
1 0 0 � %
P u b l i c a n d s p e c i a l i z e d t r a n s i t e x p e n d i t u r e s a r e b u d g e t e d a t $ 9 0 , 9 2 7 , 2 0 0 f o r F Y 2 0 0 9 / 1 0
a n d c o n s i s t p r i m a r i l y o f p r o j e c t s a n d o p e r a t i o n s c o s t s ; h o w e v e r , p r o f e s s i o n a l c o s t
i n c r e a s e s a r e r e l a t e d t o s t a t e t r i e n n i a l a u d i t s e r v i c e s a n d l e g a l s e r v i c e s r e l a t e d t o n e w
f u n d i n g a g r e e m e n t s . P r o j e c t s a n d o p e r a t i o n s c o s t s h a v e d e c r e a s e d 1 7 . 9 % b e c a u s e o f
d e c l i n i n g L T F s a l e s t a x r e v e n u e s a n d t h e S t a t e ' s s u s p e n s i o n o f S T A f u n d i n g .
L T F d i s b u r s e m e n t s c o n s i s t o f t r a n s i t o p e r a t i n g a n d c a p i t a l a l l o c a t i o n s o f $ 6 9 , 0 3 0 , 0 0 0 ,
b i c y c l e a n d p e d e s t r i a n f a c i l i t i e s a l l o c a t i o n s o f $ 1 , 2 0 0 , 0 0 0 , a n d p l a n n i n g a n d
a d m i n i s t r a t i o n a l l o c a t i o n s o f $ 2 , 6 7 0 , 5 0 0 . T h e L T F t r a n s i t a l l o c a t i o n s r e f l e c t t h e u s e o f
$ 1 3 , 2 7 2 , 6 0 0 i n f u n d b a l a n c e s . S T A d i s b u r s e m e n t s a r e p r i m a r i l y f o r b u s a n d r a i l c a p i t a l
p u r p o s e s i n W e s t e r n C o u n t y , a s m i n i m a l f u n d b a l a n c e s , i f a n y , f o r t h e C o a c h e l l a V a l l e y
a n d P a l o V e r d e V a l l e y a r e a s a r e p r o j e c t e d t o b e a v a i l a b l e i n F Y 2 0 0 9 / 1 0 .
M e a s u r e A d i s b u r s e m e n t s i n c l u d e $ 4 , 1 2 0 , 0 0 0 f o r W e s t e r n C o u n t y s p e c i a l i z e d t r a n s i t
f u n d i n g o f t h e f i r s t y e a r o f t h e t w o - y e a r c a l l f o r p r o j e c t s f r o m 1 9 8 9 M e a s u r e A . T h e
m a j o r i t y o f M e a s u r e A d i s b u r s e m e n t s r e l a t e t o 2 0 0 9 M e a s u r e A p u b l i c t r a n s i t p r o g r a m s :
$ 5 6 4 , 3 0 0 f o r W e s t e r n C o u n t y C T S A a l l o c a t i o n s , $ 4 , 2 6 0 , 0 0 0 f o r C o a c h e l l a V a l l e y p u b l i c
a n d s p e c i a l i z e d t r a n s i t , a n d $ 1 , 3 5 4 , 0 0 0 f o r W e s t e r n C o u n t y i n t e r c i t y b u s s e r v i c e s . T h e
C o a c h e l l a V a l l e y a l l o c a t i o n i s d i s b u r s e d m o n t h l y t o S u n L i n e , t h e m a j o r t r a n s i t p r o v i d e r
i n t h e C o a c h e l l a V a l l e y , a n d r e f l e c t s a c h a n g e i n f u n d i n g f r o m 1 0 % i n t h e 1 9 8 9 M e a s u r e
A t o 1 5 % i n t h e 2 0 0 9 M e a s u r e A .
1 6 4
Table 79 - Public and Specialized Transit Expenditure Detail
FY 07/08 FY 08109 FY 08/09 FY 09/10 Dollar Percent
Actual Revised Budget Projected Budget Change Change
Salaries and Benefits $ 265,700 $ 365,200 $ 257,800 $ 374,500 $ 9,300 2.5°%
Professional Costs
Legal Services 3,600 17,500 16,500 35,000 17,500 100.0°%
Audit Services 5,400 10,000 6,000 70,000 60,000 600.0°%
Professional Services -Other 107,900 257 400 150,000 237.80Q (19.6001 -7.6°%
Total Professional Costs 116,900 284,900 172,500 342,800 57,900 20.3°%
Support Costs
12,600 22,800 11,600 29,100 6,300 27.6%
Projects and Operations
LTF Disbursements 81,311,600 79,381,000 65,244,800 72,900,500 (6,480,500) -8.2°%
STA Disbursements 1,200,400 22,928,000 13,775,600 6,962,000 (15,966,000) -69.6%
Measure A Disbursements 5,537,700 7,470,400 4,651,800 10,298,300 2,827,900 37.9°%
Special Studies 39,300 40,000 50,000 20,000 (20,000) 50.0°%
Total Projects and Operations 88,089 000 109,819 400 83 722,200 90,180,800 (19,638,600) -17.9%
TOTAL Transit
$ 88.484 700 $ 110 492,300 $ 84 164 tQQ 6 90 927.20Q $ (19 565.1001
Public and Specialized Transit Staffing Summary
Department Budget Overview
Department Description
The Measure A specialized transit program provides a valuable service to the
community by serving the needs of commuters, such as seniors and persons with
disabilities, whose transportation needs are not met by traditional services. Specialized
transit operations are typically managed by social service and nonprofit agencies.
The Commission also allocates funding, following a competitive call for projects, through
the FTA Section 5310 program that is administered by Caltrans. This program provides
funding to nonprofit transportation and social service agencies and public operators
under special circumstances for the purchase of capital equipment.
•
165
"
"
"
W i t h t h e p a s s a g e o f S A F E T E A - L U , t h e f o l l o w i n g a r e t w o r e l a t i v e l y n e w f e d e r a l f u n d i n g
s o u r c e s f o r s p e c i a l i z e d t r a n s i t s e r v i c e s :
" J o b s A c c e s s R e v e r s e C o m m u t e ( J A R C ) ( S e c t i o n 5 3 1 6 ) p r o g r a m p r o v i d e s
f u n d i n g f o r t h e d e v e l o p m e n t a n d m a i n t e n a n c e o f j o b s a c c e s s p r o j e c t s t o
t r a n s p o r t w e l f a r e r e c i p i e n t s a n d e l i g i b l e l o w - i n c o m e i n d i v i d u a l s t o a n d f r o m w o r k
d u r i n g n o n - p e a k h o u r s a s w e l l a s s u p p l y r e v e r s e c o m m u t e o p t i o n s f o r w o r k e r s i n
s u b u r b a n a r e a s .
" N e w F r e e d o m ( S e c t i o n 5 3 1 7 ) p r o g r a m p r o v i d e s f u n d i n g f o r n e w p u b l i c
t r a n s p o r t a t i o n s e r v i c e s a n d a l t e r n a t i v e s f o r p e o p l e w i t h d i s a b i l i t i e s b e y o n d t h e
r e q u i r e m e n t s o f t h e A m e r i c a n s w i t h D i s a b i l i t i e s A c t ( A D A ) o f 1 9 9 0 .
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 S A F E T E A - L U , r e c i p i e n t s u n d e r t h e s e p r o g r a m s
m u s t c o m p l y w i t h a l l f e d e r a l c o o r d i n a t e d p l a n n i n g r e q u i r e m e n t s t o b e e l i g i b l e f o r f u n d s ,
a n d p r o j e c t s s e l e c t e d f o r f u n d i n g u n d e r t h e s e p r o g r a m s m u s t b e o r i g i n a t e f r o m a l o c a l l y
d e r i v e d C o o r d i n a t e d P l a n . M o r e o v e r , t h e C o o r d i n a t e d P l a n m u s t b e d e v e l o p e d t h r o u g h
a p r o c e s s t h a t i n c l u d e s r e p r e s e n t a t i v e s o f t h e p u b l i c , p r i v a t e , n o n p r o f i t t r a n s p o r t a t i o n
a n d h u m a n s e r v i c e p r o v i d e r s . D e v e l o p m e n t o f t h e C o o r d i n a t e d P l a n w a s c o m p l e t e d i n
A p r i l 2 0 0 8 , a n d t h e f i r s t U n i v e r s a l C a l l f o r P r o j e c t s w a s i s s u e d s h o r t l y t h e r e a f t e r . T h e
r e l a t e d e v a l u a t i o n p r o c e s s a n d a p p r o v a l o f M e a s u r e A a n d J A R C / N e w F r e e d o m g r a n t
a w a r d s w e r e c o m p l e t e d i n S e p t e m b e r a n d O c t o b e r 2 0 0 8 f o r t h e C o a c h e l l a V a l l e y a n d
W e s t e r n C o u n t y a p p l i c a n t s , r e s p e c t i v e l y . P r o j e c t s a r e s e t t o b e g i n t h e p r o v i s i o n o f
s e r v i c e o n J u l y 1 , 2 0 0 9 .
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 s h o r t - r a n g e t r a n s p o r t a t i o n p l a n n i n g a n d
p r o g r a m m i n g . P l a n n i n g i n c l u d e s t h e d e v e l o p m e n t o f t h e c o u n t y w i d e S R T P s f o r e i g h t
p u b l i c t r a n s i t o p e r a t o r s c o n s i s t i n g o f t h e c i t i e s o f B a n n i n g , B e a u m o n t , C o r o n a , a n d
R i v e r s i d e ; S C R R A ' s M e t r o l i n k c o r n m u t e r r a i l ; P a l o V e r d e V a l l e y T r a n s i t A g e n c y ; R T A ;
a n d S u n L i n e . T h e C o m m i s s i o n a s s i s t s i n c o o r d i n a t i n g t h e d e v e l o p m e n t , r e v i e w , a n d
a p p r o v a l o f t h e a n n u a l c o u n t y w i d e S R T P s a n d a l l o c a t e s M e a s u r e A , L T F , S T A , a n d
F T A S e c t i o n 5 3 0 7 , 5 3 0 9 , 5 3 1 1 , 5 3 1 6 , a n d 5 3 1 7 t r a n s i t f u n d i n g r e s o u r c e s t o p u b l i c
t r a n s i t p r o g r a m s . 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 d i s b u r s e m e n t o f M e a s u r e A ,
L T F , a n d S T A f u n d s , w h i l e f e d e r a l t r a n s i t f u n d s a r e a d m i n i s t e r e d b y t h e F T A .
I n p a r t n e r s h i p w i t h t h e C o u n t y ' s t r a n s i t o p e r a t o r s , t h e C o m m i s s i o n c o o r d i n a t e s t h e
a l l o c a t i o n o f a v a i l a b l e P r o p o s i t i o n 1 B t r a n s i t f u n d i n g a n d e n s u r e s p r o p o s e d p r o j e c t s
m e e t t h e m o b i l i t y n e e d s o f t h e C o u n t y . P r o p o s i t i o n 1 B f u n d s a r e a n n u a l l y a p p r o p r i a t e d
b y t h e l e g i s l a t u r e a n d u s e d f o r t r a n s i t r e l a t e d c a p i t a l p u r c h a s e s o r i n f r a s t r u c t u r e / f a c i l i t y
i m p r o v e m e n t s . T h e R i v e r s i d e C o u n t y o p e r a t o r s a p p l i e d f o r P r o p o s i t i o n 1 B f u n d s ;
h o w e v e r , d u e t o t h e s t a t e ' s o n g o i n g f i n a n c i a l c r i s i s a n d i n a b i l i t y t o i s s u e b o n d s , t h e
r e l e a s e o f f u n d s i s c u r r e n t l y o n h o l d .
T h e C o m m i s s i o n h a s p u b l i c t r a n s i t o p e r a t o r o v e r s i g h t a n d f i d u c i a r y r e s p o n s i b i l i t i e s t o
e n s u r e t h a t a n n u a l f i s c a l a u d i t s a n d a s t a t e t r i e n n i a l p e r f o r m a n c e a u d i t a r e c o n d u c t e d .
T h e C o m m i s s i o n i s a l s o c h a r g e d w i t h a n n u a l l y r e v i e w i n g p u b l i c t r a n s i t o p e r a t o r
a c t i v i t i e s a n d r e c o m m e n d i n g p o t e n t i a l p r o d u c t i v i t y i m p r o v e m e n t s t o l o w e r o p e r a t i n g
c o s t s . T h e C o m m i s s i o n a l s o c o n d u c t s t h e a n n u a l u n m e t t r a n s i t n e e d s h e a r i n g i n t h e
P a l o V e r d e V a l l e y . A d d i t i o n a l l y , i n o r d e r t o e n s u r e t h a t s p e c i a l i z e d t r a n s i t a l l o c a t i o n s a r e
1 6 6
expended and required service goals are met in accordance with funding agreements,
the Commission engages an audit firm to perform certain agreed -upon procedures for
the specialized transit funding recipients.
Key Assumptions
• Specific funding allocations for specialized transit for FY 2009/10 and FY 2010/11
will be based on the results of the two-year Universal Call for Projects released in
April 2008 and completed in October 2008.
• LTF, STA, and Measure A disbursements are based on projected budgetary
allocations but may be adjusted after the Commission has approved actual
allocations in July 2009.
• Declining LTF revenues will require streamlining operating expenses by all operators
while maintaining efficiency and quality of service.
• Transit Vision, adopted by the Commission in June 2008, established a 25%
allocation of Measure A Western County Specialized Transit funds to the RTA as
the CTSA for Western County.
Accomplishments
• Completed the application evaluation, funding award, and contract agreement
execution processes for successful recipients of Measure A, JARC, and New
Freedom funding under the Universal Call for Projects.
• Secured Commission authorization to provide interim funding of $1.7 million for one
year to 13 Measure A Western County Specialized Transit recipients to continue
Measure A funding at the FY 2007/08 level. The extended term allowed
uninterrupted service for FY 2008/09, while funding awards and agreements related
to the Universal Call of Projects were prepared in accordance with federal grant
requirements.
• Completed the local review and project ranking process for the FY 2007/08 FTA
Section 5310 applications submitted to Caltrans for the statewide application.
Projects are derived from a locally developed Coordinated Plan.
• Incorporated FY 2007/08 Proposition 1B Public Transportation, Modernization,
Improvement, and Service Enhancement Account (PTMISEA) funds with transit
capital funding sources following Caitrans' release of program funding and
guidelines.
• Approved allocation of Proposition 1 B California Transit Security Grant Program —
California Transit Assistance Funds (CTSGP-CTAF) for eligible transit safety and
security projects identified by transit operators following release of program funding
and guidelines by the Governor's Office of Homeland Security.
• Adopted the Transit Vision and related funding formulas for the TDA and Measure A
funds for 2009-2019.
• Identified the development of a mobility management program through the transit
visioning process.
•
•
167
"
"
M a j o r I n i t i a t i v e s
F o r 2 0 y e a r s , t h e C o m m i s s i o n h a s l o n g d e m o n s t r a t e d a s t r o n g c o m m i t m e n t t o a s s i s t i n
t h e m o b i l i t y o f t h o s e w i t h s p e c i a l i z e d t r a n s i t n e e d s . T h r o u g h i t s 1 9 8 9 M e a s u r e A
S p e c i a l i z e d T r a n s i t P r o g r a m , t h e C o m m i s s i o n h a s p r o v i d e d m i l l i o n s o f d o l l a r s t o p u b l i c
a n d n o n p r o f i t t r a n s i t o p e r a t o r s f o r t h e p r o v i s i o n o f s p e c i a l t r a n s i t s e r v i c e s t o i m p r o v e t h e
m o b i l i t y o f s e n i o r s a n d p e r s o n s w i t h d i s a b i l i t i e s . A l o n g w i t h s u p p o r t o f t r a d i t i o n a l d i a l - a -
r i d e s e r v i c e s , t h e C o m m i s s i o n s u p p o r t s i n n o v a t i v e p r o g r a m s t h a t p r o v i d e t r a n s i t
a s s i s t a n c e i n h a r d t o s e r v e r u r a l a r e a s o r f o r r i d e r s h a v i n g v e r y s p e c i a l t r a n s i t n e e d s .
T h e r i d e r s , m a n y f r a i l a n d e l d e r l y , h a v e c o m e t o d e p e n d o n t h e s e s e r v i c e s t h a t p r o v i d e
a h i g h e r l e v e l o f a s s i s t a n c e t h a n c a n b e p r o v i d e d b y t h e p u b l i c t r a n s i t p r o v i d e r s a n d / o r
o p e r a t e i n a r e a s n o t s e r v e d b y p u b l i c t r a n s i t . A s a r e s u l t o f t h e 2 0 0 9 M e a s u r e A , t h e s e
s p e c i a l i z e d t r a n s i t p r o g r a m s w i l l c o n t i n u e t h r o u g h 2 0 3 9 .
I n J u l y 2 0 0 9 , 1 7 p r o g r a m s i n W e s t e r n C o u n t y a n d 5 p r o g r a m s i n C o a c h e l l a V a l l e y w i l l
c o m m e n c e s p e c i a l i z e d t r a n s i t s e r v i c e s u n d e r t h e U n i v e r s a l C a l l o f P r o j e c t s , i n c l u d i n g
t h e n o n - e m e r g e n c y m e d i c a l t r a n s p o r t a t i o n c o m p o n e n t . N i n e o f t h e s e p r o j e c t s w i l l b e
f u l l y f u n d e d w i t h M e a s u r e A f u n d s , w h i l e t h e o t h e r 1 3 p r o j e c t s w i l l b e f u n d e d b y a m i x o f
M e a s u r e A , J A R C , a n d N e w F r e e d o m f u n d s . A s i d e n t i f i e d i n t h e C o o r d i n a t e d P l a n , t h e
s p e c i a l i z e d t r a n s i t p r o j e c t s a p p r o v e d f o r f u n d i n g w i l l r e q u i r e i m p l e m e n t a t i o n a n d
y e a r l o n g p e r f o r m a n c e m o n i t o r i n g .
I n o r d e r t o a s s u r e t h e a v a i l a b i l i t y o f f u n d s t o s u p p o r t m a t c h i n g o f F T A S e c t i o n 5 3 1 0
c a p i t a l g r a n t s , $ 1 5 0 , 0 0 0 o n a n a n n u a l b a s i s i s b u d g e t e d f o r W e s t e r n C o u n t y a p p l i c a n t s
t o m e e t t h e 1 1 . 4 7 % l o c a l m a t c h i n g r e q u i r e m e n t s f o r s u c h g r a n t s .
A s a r e s u l t o f d e c l i n i n g L T F a n d M e a s u r e A r e v e n u e s , s t a f f w i l l b e c o n d u c t i n g l o n g -
r a n g e p l a n n i n g a c t i v i t i e s t o e n s u r e t h a t a n t i c i p a t e d r e v e n u e s a r e i n l i n e w i t h p r o j e c t e d
l e v e l s o f s e r v i c e b y t h e v a r i o u s p u b l i c t r a n s i t o p e r a t o r s .
D e p a r t m e n t G o a l s
P r o v i d e t i m e l y i n f o r m a t i o n t o t h e p u b l i c r e g a r d i n g C o m m i s s i o n - i m p l e m e n t e d
p r o j e c t s a n d s u p p o r t p u b l i c r e l a t i o n s a c t i v i t i e s o f M e a s u r e A , J A R C , a n d N e w
F r e e d o m f u n d e d p r o g r a m s b y g r a n t r e c i p i e n t s .
O b j e c t i v e :
" P r o d u c e a n d d i s t r i b u t e p u b l i c i n f o r m a t i o n m a t e r i a l s a s n e e d e d i n c l u d i n g p r e s s
r e l e a s e s , f l y e r s , b r o c h u r e s , m a r k e t i n g m a t e r i a l s , a n d n e w s p a p e r a d s .
A l l o c a t e M e a s u r e A S p e c i a l i z e d T r a n s i t a n d f e d e r a l f u n d s t o s u p p o r t s e r v i c e s t h a t
w i l l m a i n t a i n a n d / o r e n h a n c e m o b i l i t y b y a l l e v i a t i n g t r a n s p o r t a t i o n b a r r i e r s f o r
s e n i o r s , p e r s o n s w i t h d i s a b i l i t i e s , a n d t h e t r u l y n e e d y .
O b j e c t i v e s :
" M o n i t o r p e r f o r m a n c e o f s p e c i a l i z e d t r a n s i t g r a n t r e c i p i e n t s t h r o u g h a n a l y s i s o f t h e i r
q u a r t e r l y p e r f o r m a n c e r e p o r t s .
1 6 8
" C o n t i n u e d i s c u s s i o n s w i t h t h e O f f i c e o n A g i n g a n d U n i t e d W a y t o e n c o u r a g e f u n d i n g
o f t r a n s p o r t a t i o n p r o j e c t s t h r o u g h t h e s e a g e n c i e s . A s s i s t a n c e t o s c r e e n e l i g i b l e
t r a n s p o r t a t i o n p r o g r a m s a n d m o n i t o r i n g t h e c o s t e f f e c t i v e n e s s o f t h e s e p r o p o s a l s
w i l l c o n t i n u e t o b e o f f e r e d t o b o t h a g e n c i e s .
" S u p p o r t t h e F T A S e c t i o n 5 3 1 0 , 5 3 1 6 a n d 5 3 1 7 g r a n t p r o c e s s e s t o i m p r o v e m o b i l i t y
f o r s e n i o r s , p e r s o n s w i t h d i s a b i l i t i e s a n d i n d i v i d u a l s o f l i m i t e d m e a n s b y w o r k i n g w i t h
C a l t r a n s , p u b l i c o p e r a t o r s , a n d s o c i a l s e r v i c e a g e n c i e s t o e n s u r e a c o m p e t i t i v e
p r o c e s s s t a t e w i d e f o r t h e a l l o c a t i o n o f f e d e r a l t r a n s p o r t a t i o n d o l l a r s f o r s o c i a l s e r v i c e
p r o g r a m s .
" P r o v i d e t e c h n i c a l a s s i s t a n c e a n d p r o g r a m s u p p o r t t o a g e n c i e s o f f e r i n g s p e c i a l i z e d
t r a n s i t p r o g r a m s t o e n s u r e t h e m a x i m u m b e n e f i t o f f u n d i n g f o r i m p r o v e d m o b i l i t y f o r
s e n i o r s , p e r s o n s w i t h d i s a b i l i t i e s , a n d i n d i v i d u a l s o f l i m i t e d m e a n s .
C o o r d i n a t e t h e o p e r a t i o n o f a l l p u b l i c t r a n s p o r t a t i o n s e r v i c e s w i t h i n t h e C o u n t y
w i t h a g o a l t o w a r d p r o m o t i n g p r o g r a m e f f i c i e n c y a n d h a r m o n y b e t w e e n t r a n s i t
o p e r a t o r s a s o u t l i n e d i n s t a t e l a w .
O b j e c t i v e s :
" R e v i e w t r a n s i t p l a n n i n g , r e s o u r c e a l l o c a t i o n , a n d s e r v i c e i m p l e m e n t a t i o n p o l i c y
r e q u i r e m e n t s i n c l u d i n g a p p r o p r i a t e c o o r d i n a t i o n o f c o m m u t e r r a i l , i n t e r c o u n t y a n d
i n t e r c i t y b u s , l o c a l b u s a n d p a r a t r a n s i t , a n d s o c i a l s e r v i c e t r a n s p o r t a t i o n s e r v i c e s t o
e n s u r e c o n v e n i e n t s e r v i c e f o r p a s s e n g e r s .
" A s s u r e t h e o n g o i n g e f f e c t i v e n e s s o f t h e S R T P p r o c e s s a n d w o r k w i t h t h e C o u n t y ' s
e i g h t t r a n s i t o p e r a t o r s t o a s s u r e e f f i c i e n c y a n d e f f e c t i v e n e s s a s w e l l a s c o m p l i a n c e
w i t h t h e P I P .
" C o o r d i n a t e r e g i o n a l t r a n s i t c o n n e c t i o n s a m o n g c o m m u t e r r a i l , b u s e s , a n d p a r a t r a n s i t
s e r v i c e s t o e n s u r e c o n v e n i e n t s e r v i c e f o r p a s s e n g e r s .
" M o n i t o r t r a n s i t o p e r a t o r s ' q u a r t e r l y c a p i t a l g r a n t s r e p o r t s .
" M o n i t o r t r a n s i t o p e r a t o r s ' p e r f o r m a n c e t h r o u g h a n a l y s i s o f t h e i r q u a r t e r l y
p e r f o r m a n c e r e p o r t s u s i n g t h e T r a n s T r a c k c o m p u t e r - b a s e d t r a c k i n g p r o g r a m .
C o n t i n u e t o p r o v i d e s t a f f r e s o u r c e s t o a s s i s t a n d s u p p o r t t h e c o o r d i n a t i o n o f
t r a n s i t s e r v i c e s w i t h i n t h e C o u n t y a n d t h r o u g h o u t t h e S t a t e .
O b j e c t i v e s :
" I m p l e m e n t m o b i l i t y m a n a g e m e n t c o u n t y w i d e .
" P a r t i c i p a t e a n d i n f l u e n c e i n t e r c o u n t y d i s c u s s i o n s b e t w e e n R i v e r s i d e , O r a n g e , a n d
S a n D i e g o r e g a r d i n g t h e e n h a n c e m e n t o f i n t e r m o d a l o p t i o n s . T h i s i n c l u d e s
a d d i t i o n a l t r a n s i t s e r v i c e s ( r a i l a n d e x p r e s s b u s ) a n d r i d e s h a r e s e r v i c e s .
" R e g u l a r l y p a r t i c i p a t e i n m e e t i n g s t h a t f o c u s o n t h e c o o r d i n a t i o n o f t r a n s i t s e r v i c e s ,
s u c h a s t h e C a l i f o r n i a A s s o c i a t i o n f o r C o o r d i n a t e d T r a n s p o r t a t i o n , S u n L i n e ' s A c c e s s
C o m m i t t e e , R T A ' s A D A C o m m i t t e e , t h e R i v e r s i d e C o u n t y F o u n d a t i o n o n A g i n g
B o a r d o f D i r e c t o r s , t h e O l d e r C a l i f o r n i a n T r a f f i c S a f e t y T a s k F o r c e , a n d t h e
C o m m i s s i o n ' s C i t i z e n s A d v i s o r y C o m m i t t e e / S o c i a l S e r v i c e T r a n s p o r t a t i o n A d v i s o r y
C o u n c i l .
"
"
1 6 9
" C o n t i n u e t h e d e v e l o p m e n t o f a m a r k e t i n g a n d d i s t r i b u t i o n n e t w o r k f o r
c o m m u n i c a t i n g s p e c i a l i z e d t r a n s i t m o b i l i t y o p t i o n s t o s e n i o r s , t h e d i s a b l e d , a n d
p e r s o n s o f l i m i t e d m e a n s .
S p e c i a l i z e d T r a n s i t P e r f o r m a n c e / W o r k l o a d
I n d i c a t o r s
F Y 0 7 / 0 8
A c t u a l
F Y 0 8 / 0 9
E s t i m a t e d
F Y 0 9 / 1 0
P r o j e c t e d
S R T P s s u b m i t t e d b y o p e r a t o r s a n d r e v i e w e d
7
9
8
N u m b e r o f S R T P a m e n d m e n t s
8
7
8
N u m b e r o f S p e c i a l i z e d T r a n s i t g r a n t s a w a r d e d
1 4
1 3
2 2
N u m b e r o f o n e - w a y t r i p s p r o v i d e d b y M e a s u r e A
f u n d e d p r o j e c t s
8 6 , 9 9 5
8 3 , 0 6 0
1 8 8 , 5 3 1
N u m b e r o f o n e - w a y t r i p s p r o v i d e d b y J A R C &
N e w F r e e d o m f u n d e d o p e r a t o r s
-
-
9 5 , 7 1 1
N u m b e r o f o n e - w a y t r i p s r e i m b u r s e d t h r o u g h t h e
W e s t e m C o u n t y T r a n s p o r t a t i o n R e i m b u r s e m e n t
a n d I n f o r m a t i o n P r o j e c t
7 6 , 4 7 3
8 2 , 4 4 4
8 5 , 0 0 0
N u m b e r o f t r a n s i t t i c k e t s p r o v i d e d t h r o u g h t h e
T r a n s p o r t a t i o n A c c e s s P r o g r a m & B e a u m o n t
A d u l t S c h o o l T r a n s i t P r o g r a m
9 1 , 5 9 9
9 5 , 3 5 0
9 7 , 1 6 8
N u m b e r o f c l i e n t s s e r v e d t h r o u g h B l i n d n e s s
S u p p o r t S e r v i c e s
2 1
3 0
5 0
1 7 0
"
"
"
C o m m u t e r A s s i s t a n c e
M i s s i o n S t a t e m e n t :
" T o e n c o u r a g e a n d p r o m o t e t r a n s p o r t a t i o n a l t e r n a t i v e s f o r c o m m u t e r s t h r o u g h i n f o r m a t i o n
d e l i v e r y , t e c h n o l o g i c a l i n n o v a t i o n , e d u c a t i o n , a n d c o m m u n i t y o u t r e a c h . "
C h a r t 4 3 C o m m u t e r A s s i s t a n c e
C a p i t a l O u t l a y P e r s o n n e l
0 % 3 %
P r o j e c t s a n d
O p e r a t i o n s
6 5 %
E x p e n d i t u r e s
P r o f e s s i o n a l
f 2 4 %
S u p p o r t
8 %
C o m m u t e r A s s i s t a n c e e x p e n d i t u r e s a n d t r a n s f e r s o u t t o t a l $ 7 , 0 6 6 , 2 0 0 , w h i c h r e p r e s e n t s
a 6 . 0 % d e c r e a s e f r o m l a s t y e a r ' s b u d g e t . P r o f e s s i o n a l c o s t s o f $ 1 , 4 8 3 , 5 0 0 h a v e
i n c r e a s e d 2 1 7 . 3 % o v e r t h e p r i o r y e a r d u e t o t h e i m p l e m e n t a t i o n o f a n I n l a n d E m p i r e 5 1 1
s y s t e m a n d t h e M S R C b i k e m e t r o . c o m p r o j e c t . S u p p o r t c o s t s t o t a l i n g $ 5 2 4 , 3 0 0 , w h i c h a r e
c o m p a r a b l e t o t h e p r i o r y e a r , i n c l u d e m a i l a n d p r i n t i n g s e r v i c e s , c o m p u t e r a n d v e h i c l e
m a i n t e n a n c e , c o m m u n i c a t i o n s , a n d o t h e r o f f i c e e x p e n d i t u r e s .
P r o j e c t s a n d o p e r a t i o n s e x p e n d i t u r e s o f $ 3 , 9 9 7 , 2 0 0 c o n s i s t o f $ 1 , 1 0 0 , 0 0 0 f o r t h e
d e v e l o p m e n t o f a t r a n s i t - o r i e n t e d p a r k a n d r i d e f a c i l i t y i n L a k e E l s i n o r e ; p a r k a n d r i d e
l e a s e p a y m e n t s o f $ 1 2 0 , 0 0 0 ; 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 c o n s u l t a n t s e r v i c e s t o t a l i n g
$ 2 , 1 3 2 , 2 0 0 t o m a n a g e a n d i m p l e m e n t t h e p r o g r a m a n d m e r c h a n t v o u c h e r s v a l u e d a t
$ 6 4 5 , 0 0 0 . U n e x p e n d e d 1 9 8 9 M e a s u r e A c o m m u t e r a s s i s t a n c e f u n d s o f $ 2 , 4 2 1 , 1 0 0 w i l l
p r i m a r i l y f u n d t h e i m p l e m e n t a t i o n o f a n I n l a n d E m p i r e 5 1 1 s y s t e m a n d t h e n e w p a r k a n d
r i d e f a c i l i t y . T h e s e f u n d s w i l l a l s o p r o v i d e t r a n s f e r s o f $ 3 7 8 , 9 0 0 t o r a i l c a p i t a l f o r a p a r k
a n d r i d e f a c i l i t y a t t h e L a S i e r r a M e t r o l i n k s t a t i o n a n d $ 4 5 0 , 0 0 0 f o r J u l y a n d A u g u s t 2 0 0 9
c o m m u t e r a s s i s t a n c e o p e r a t i o n s , s i n c e 2 0 0 9 M e a s u r e A r e c e i p t s c o m m e n c e i n
S e p t e m b e r 2 0 0 9 .
1 7 1
Table 80 — Commuter Assistance Expenditure Detail
FY 07108 FY 08/09 FY 08/09 FY 09/10 Dollar Percent
Actual Revised Budget Projected Budget Change Change
Salaries and Benefits $ 195,900 $ 255,500 $ 162,800 $ 215,300 $ (40,200) -15.7%
Professional Costs
Legal Services 26,800 20,000 28,000 30,000 10,000 50.0%
Professional Services -Other 271,400 447 500 445.400 1.453.500 1.006.000 224.8%
Total Professional Costs 298,200 467,500 473,400 1,483,500 1,016,000 217.3%
Support Costs 432,400 512,300 543,100 524,300 12.000 2.3%
Projects and Operations
Construction 230,000 2,300,000 2,300,000 1,100,000 (1,200,000) -52.2%
Park and Ride 47,500 190,003 150,000 120,000 (70,000) -36.8%
Regional Transportation 2.173.800 2.722.200 2.639.300 2.777.200 55.000
Total Projects and Operations 2,451,300 5,212,200 5,089,300 3,997,200 (1,215,000) -23.3%
Capital Outlay 76,100 40,000 2,600 17,000 (23,000) -57.5%
Transfer Out 1 027.800 1 192 900 828 900 (198 9001-19.4°,6
TOTAL Commuter Assistance $ 4.53.900 $ 7 515 301 ; 7.484 100 $ 7 066 90Q $ (449 1001 -8.051
Commuter Assistance Staffing Summary
Department Budget Overview
Department Description
While much of the Commission's work is focused on increasing transportation
infrastructure and capacity, there is significant value in ensuring that the transportation
systems are used efficiently. To help foster more efficient use of these systems, the
Commission's Commuter Assistance Program seeks to encourage Riverside County
constituents/commuters to make a mode -shift decision away from single occupancy
vehicle commuting and into alternative modes of transportation such as a carpool,
vanpool, buspool, public bus, Metrolink, walking, bicycling, or telecommuting.
172
"
"
"
T h e C o m m u t e r A s s i s t a n c e P r o g r a m s e e k s t o i n f l u e n c e d r i v e r b e h a v i o r b y f o s t e r i n g a
m o d e - s h i f t i n g d e c i s i o n a t b o t h t h e e m p l o y e r a n d c o m m u t e r l e v e l s v i a t h e f o l l o w i n g
m e t h o d s :
" T h e p r o v i s i o n o f e m p l o y e r s e r v i c e s t o f o s t e r t h e i m p l e m e n t a t i o n o f e m p l o y e r -
b a s e d m o d e - s h i f t a n d r i d e s h a r e p r o g r a m s ;
" T h e u s e o f i n c e n t i v e s b o t h f o r b e g i n n i n g a n d t h e n m a i n t a i n i n g a m o d e -
s h i f t / r i d e s h a r e a r r a n g e m e n t ; a n d
" P u b l i c i n f o r m a t i o n s e r v i c e s i n c l u d i n g t h e d i s s e m i n a t i o n o f p e r s o n a l i z e d
c o m m u t e o p t i o n s a n d t r a v e l e r i n f o r m a t i o n t h r o u g h t e c h n o l o g y i n o r d e r t o
e d u c a t e c o m m u t e r s o f a l l t r a v e l o p t i o n s a v a i l a b l e t o t h e m a n d t o f o s t e r
c o n g e s t i o n a v o i d a n c e b e h a v i o r w h e n t r a v e l i n g .
T h e C o m m i s s i o n ' s C o m m u t e r A s s i s t a n c e P r o g r a m w a s i m p l e m e n t e d a s a s p e c i f i c
r e q u i r e m e n t u n d e r M e a s u r e A t o a d d r e s s c o n g e s t i o n m i t i g a t i o n . W h i l e r i d e s h a r i n g h a s a
b e n e f i c i a l i m p a c t o n a i r q u a l i t y , f i r s t a n d f o r e m o s t , i t i s a s t r a t e g y t o e a s e t r a f f i c
c o n g e s t i o n t h r o u g h i n c r e a s e d u s e o f a l t e r n a t i v e t r a v e l m o d e s o f t r a n s p o r t a t i o n .
K e y A s s u m p t i o n s
" T h e C o m m i s s i o n w i l l c o n t i n u e t o c o n t r a c t w i t h a c o n s u l t i n g f i r m t o a d m i n i s t e r t h e
C o m m u t e r A s s i s t a n c e P r o g r a m
" M a i n t a i n i n g i t s l o n g - t e r m p a r t n e r s h i p w i t h t h e C o m m i s s i o n , S A N B A G w i l l c o n t r a c t w i t h
t h e C o m m i s s i o n t o m a n a g e a n d i m p l e m e n t a " s i s t e r " C o m m u t e r A s s i s t a n c e P r o g r a m
f o r i t s r e s i d e n t s a n d e m p l o y e r s i n S a n B e r n a r d i n o C o u n t y .
" I n p a r t n e r s h i p w i t h S A N B A G , t h e C o m m i s s i o n w i l l d e v e l o p , m a i n t a i n , a n d o p e r a t e a n
I n l a n d E m p i r e 5 1 1 s y s t e m i n a c c o r d a n c e w i t h n a t i o n a l 5 1 1 i m p l e m e n t a t i o n s t a n d a r d s .
" A t t h e r e g i o n a l l e v e l , f o u r c o u n t y t r a n s p o r t a t i o n c o m m i s s i o n s ( L o s A n g e l e s , O r a n g e ,
S a n B e r n a r d i n o , a n d V e n t u r a ) w i l l c o n t r a c t w i t h t h e C o m m i s s i o n f o r t h e p r o v i s i o n o f
r e g i o n a l r i d e m a t c h i n g d a t a b a s e a n d n e t w o r k o p e r a t i o n s .
A c c o m p l i s h m e n t s
" P l a c e d t h e c o n t r a c t f o r t h e i m p l e m e n t a t i o n o f t h e C o m m u t e r A s s i s t a n c e p r o g r a m o u t
t o b i d v i a a r e q u e s t f o r p r o p o s a l p r o c e s s t o e n s u r e t r a n s p a r e n c y o n b o t h p e r f o r m a n c e
a n d c o s t e f f e c t i v e n e s s w i t h r e s p e c t t o t h e f u n d i n g o f t h e C o m m u t e r A s s i s t a n c e
P r o g r a m . T h e n e w c o n t r a c t i s e f f e c t i v e a t t h e b e g i n n i n g o f F Y 2 0 0 9 / 1 0 .
" F u n d e d t h e i n s t a l l a t i o n o f a p p r o x i m a t e l y 7 5 r a d a r d e t e c t i o n s t a t i o n s o n t h e 1 - 1 5 a n d I -
2 1 5 c o r r i d o r s ( c o v e r i n g 6 3 m i l e s o f f r e e w a y ) t o t h e S a n D i e g o C o u n t y l i n e . T h e s e
d e t e c t i o n s t a t i o n s a r e i n t e n d e d t o s u p p o r t a n i n c r e a s e d t r a v e l e r i n f o r m a t i o n s e r v i c e
a r e a f o r W e s t e r n C o u n t y i n c l u d i n g i n f o r m a t i o n c o n t a i n e d o n t h e l i v e t r a f f i c m a p s
p u b l i s h e d o n w w w . C o m m u t e S m a r t . i n f o , 5 1 1 , a n d p r i v a t e s e c t o r p r o v i d e r s . T h i s e f f o r t
w i l l a l s o r e s u l t i n t h e p r o v i s i o n o f l i v e t r a v e l t i m e s i n t o a n d o u t o f t h e T e m e c u l a V a l l e y
o n C a l t r a n s D i s t r i c t 8 c h a n g e a b l e m e s s a g e s i g n s . T h i s p r o j e c t w a s s u b s t a n t i a l l y
c o m p l e t e d i n M a y 2 0 0 9 .
" D e v e l o p e d a n d l a u n c h e d a r e p o r t c a r d p r o g r a m f o r b o t h p r o g r a m p a r t i c i p a n t s a n d
1 7 3
employer partners which translates individual or worksite rideshare participation into
money saved, congestion reduced, and emissions reduced. This outreach is intended
to recognize rideshare efforts and to motivate participants to continue ridesharing
and/or grow employer program participation.
• Secured JARC funds to extend the availability of rideshare services to employers in
the Coachella Valley for an additional two years. The Air Quality Enhancement grant
funding the project sunsets at the end of FY 2008/09.
• Continued to operate, maintain, and enhance the regional ridematching database and
the regional rideshare website, www.CommuteSmart.info, on behalf of the five -county
region.
• Continued work on the enhancement of and integration of the dormant MSRC Bike
Metro website.
• Continued development of on-line services and tools for employer partners and end
user commuters
• Continued use of the Program Measurement Tool to evaluate program performance.
• Renewed leases for park and ride facilities with the following locations: Canyon
Community Church of the Nazarene (Corona), Elsinore Naval Military School (Lake
Elsinore), La Sierra University (Riverside), Living Truth Christian Fellowship (Corona),
Revival Christian Fellowship (Menifee), Hope Lutheran Church (Temecula), and the
United Methodist Church (Temecula).
• Worked in partnership with the Rail Department to develop a section of park and ride
spaces in the city of Riverside at the La Sierra Metrolink station.
• Secured new park and ride lease arrangements with the following locations: Mountain
View Community Church (Temecula), Orchard Christian Fellowship (Temecula), West
Community Friends Church (Corona), and San Jacinto Assembly of God (San
Jacinto).
• Established, in concept, a long-term arrangement with the Storm Baseball stadium for
a park and ride facility in the city of Lake Elsinore to support carivanpools and a
popular RTA CommuterLink service to the North Main Corona Metrolink station.
Major Initiatives
A cornerstone of the Commuter Assistance Program is its continued partnership among
commuters, employers, and government. The partnership, based on voluntary efforts,
makes a collective difference in increasing the efficiency of our transportation system —
local roads, freeways, commuter rail, and public bus. The combined effort results in less
congestion, decreased vehicle miles traveled, and improved air quality. The major
initiatives to continue these partnerships and efforts in FY 2009/10 are described below.
Grow Employer Partnerships: Given that the highest percentage of rideshare
arrangements is formed at work sites, voluntary employer participation is critical to
addressing congestion and air quality goals; employers are the conduit to directly
influencing their employees' personal transportation choices. The ongoing success of the
core Western County rideshare program and the explosive success of the two year old
Coachella Valley rideshare program demonstration is a testament to the significance of
employer partnerships in the program's success. However, the current economic
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d o w n t u m w i l l p o s e c h a l l e n g e s i n t e r m s o f m a i n t a i n i n g a n d / o r g r o w i n g t h e s e p a r t n e r s h i p s .
E m p l o y e r T r a n s p o r t a t i o n C o o r d i n a t o r s ( E T C ) a r e h a v i n g t o d o m o r e w i t h l e s s , a n d m a n y
e m p l o y e r s p r e v i o u s l y r e g u l a t e d t o m e e t R u l e 2 2 0 2 r e q u i r e m e n t s a r e f a l l i n g b e l o w t h e
2 5 0 + e m p l o y e e t h r e s h o l d . D e l i v e r y o f v a l u e - a d d e d s e r v i c e s a n d t o o l s t o m a k e t h e E T C
j o b s e a s i e r w i l l b e c r i t i c a l t o t h e i r c o n t i n u e d p a r t n e r s h i p .
E n h a n c e P r o g r a m T o o l s a n d O u t r e a c h : T h e C o m m i s s i o n i s c o n t i n u o u s l y l o o k i n g f o r w a y s
t o i m p r o v e t h e s u i t e o f s e r v i c e s a n d o u t r e a c h t o b o t h o u r p r o g r a m p a r t i c i p a n t s a n d
e m p l o y e r p a r t n e r s t o f o s t e r p a r t n e r s h i p s a n d p a r t i c i p a t i o n . T h r o u g h a g r a n t - f u n d e d w o r k
e f f o r t , R i d e g u i d e s d i s t r i b u t e d t o c o m m u t e r s w i l l b e r e f r e s h e d a n d r e p r o g r a m m e d t o
i n c l u d e p e r s o n a l i z e d t r a n s i t i t i n e r a r i e s i n a d d i t i o n t o c u s t o m c a r / v a n p o o l m a t c h e s a n d
p a r k a n d r i d e i n f o r m a t i o n . A n e l e c t r o n i c R i d e g u i d e w i l l a l s o b e a v a i l a b l e a s p a r t o f t h i s
w o r k e f f o r t . F i n a l l y , t h e c o n t i n u e d d e v e l o p m e n t a n d l a u n c h o f o n - l i n e t r a n s a c t i o n s f o r
e m p l o y e r s a n d e n d u s e r c o m m u t e r s w i l l b e a f o c u s f o r F Y 2 0 0 9 / 1 0 . N o t o n l y a r e t h e s e
o n l i n e i n i t i a t i v e s a v a l u e - a d d f o r u s e r s , t h e s e i n i t i a t i v e s w i l l a l l o w f o r m o r e e f f i c i e n t
p r o c e s s i n g a n d s a v e o n p a p e r c o s t s .
I m p l e m e n t I n l a n d E m p i r e 5 1 1 : 5 1 1 i s a n u n f u n d e d f e d e r a l m a n d a t e a r i s i n g o u t o f T E A 2 1
a n d S A F E T E A - L U , a n d i t r e q u i r e s t h a t r e a l - t i m e o r n e a r r e a l - t i m e t r a f f i c a n d t r a v e l e r
i n f o r m a t i o n b e p r o v i d e d t o t h e p u b l i c . T h e C o m m i s s i o n h a s b e e n h i g h l y i n v o l v e d i n t h e
r e g i o n a l d e c i s i o n f o r t h e i m p l e m e n t a t i o n o f 5 1 1 a n d t h e d i s s e m i n a t i o n o f A d v a n c e d
T r a v e l e r I n f o r m a t i o n s e r v i c e s . T h e C o m m i s s i o n w i l l d e l i v e r , m a i n t a i n , a n d o p e r a t e a n
I n l a n d E m p i r e 5 1 1 s y s t e m w o r k i n g i n p a r t n e r s h i p w i t h S A N B A G . T h i s s y s t e m w i l l i n c l u d e
a w e b s i t e a n d c a l l c e n t e r c o m p o n e n t t h a t s e r v e s R i v e r s i d e a n d S a n B e r n a r d i n o C o u n t y
r e s i d e n t s a n d c o m m u t e r s w i t h t r a v e l e r i n f o r m a t i o n , a t r a n s i t p l a n n e r , a c c e s s t o r i d e s h a r e
s e r v i c e s , a n d m o r e . W h i l e t h e C o m m u t e r A s s i s t a n c e P r o g r a m w i l l f u n d t h e
i m p l e m e n t a t i o n c o s t s o f t h e I n l a n d E m p i r e 5 1 1 s y s t e m , S A F E w i l l f u n d t h e a n n u a l
o p e r a t i n g c o s t s .
S u p p o r t M u l t i m o d a l T r a v e l : I n a d d i t i o n t o r i d e m a t c h i n g , i n f o r m a t i o n s e r v i c e s , a n d
i n c e n t i v e s t o f a c i l i t a t e r i d e s h a r i n g , t h e C o m m u t e r A s s i s t a n c e P r o g r a m a l s o i m p l e m e n t s
p a r k a n d r i d e f a c i l i t i e s t o s u p p o r t r i d e s h a r i n g e f f o r t s . T h e l a s t C a l t r a n s p a r k a n d r i d e
f a c i l i t y i n R i v e r s i d e C o u n t y w a s b u i l t i n 1 9 9 9 . T h e C o m m i s s i o n l e a s e s p a r k a n d r i d e
s p a c e s f r o m p r o p e r t y o w n e r s t o s u p p l e m e n t t h e n e t w o r k o f p a r k a n d r i d e s p a c e s i n
R i v e r s i d e C o u n t y . A f o c u s f o r F Y 2 0 0 9 / 1 0 w i l l b e t o o p t i m i z e t h e n u m b e r o f s p a c e s l e a s e d
a n d c o o r d i n a t e w i t h r i d e s h a r e r s a n d t r a n s i t a n d r a i l p a r t n e r s t o i d e n t i f y a r e a s w h e r e t h e
l e a s e p r o g r a m c a n h e l p s u p p o r t c a r / v a n p o o l a r r a n g e m e n t s a s w e l l a s f a c i l i t a t e t r a n s i t
c o n n e c t i o n s . C o m m u t e r A s s i s t a n c e P r o g r a m f u n d i n g o f a p a r k i n g e x p a n s i o n p r o j e c t a t t h e
L a S i e r r a s t a t i o n , w h e r e t h e r e i s a n i d e n t i f i e d g a p i n p a r k a n d r i d e s e r v i c e , w o u l d b e n e f i t
b o t h c a r / v a n p o o l e r s a n d p o p u l a r R T A t r a n s i t r o u t e s .
D e p a r t m e n t G o a l s
O p e r a t e a c o s t - e f f e c t i v e C o m m u t e r A s s i s t a n c e P r o g r a m w i t h i n R i v e r s i d e C o u n t y
t h a t r e s u l t s i n a d e m o n s t r a b l e r e d u c t i o n i n s i n g l e o c c u p a n t v e h i c l e t r i p s t h u s
a s s i s t i n g w i t h c o n g e s t i o n m i t i g a t i o n a n d i m p r o v i n g a i r q u a l i t y .
1 7 5
Objectives:
• Continue to offer short-term incentives for commuters to try a transportation mode
other than driving alone.
• Continue to provide a rewards program for long-term ridesharers to encourage their
continued use of alternative modes of transportation.
• Ensure the effectiveness of the Commuter Assistance Program through program
analysis and recurring assessments of participation and retention of ridesharers.
Through the implementation of the Program Measurement Tool, the Commission will
continue to look for ways to pare program costs without impacting service delivery or
participation.
• Continue the mode-shift/rideshare incentive and services to the Coachella Valley.
• Continue to explore, deploy, and enhance a basic suite of on-line services to employer
partners to make the administration of a trip reduction program an easier task.
• Deploy and enhance a basic suite of on-line services on a demonstration basis to end
user commuters to achieve deeper market penetration and cover those people
interested in taking alternative commute modes but who are not affiliated with an
employer partner.
• Optimize the number of park and ride spaces leased and address park and ride gaps
in the system.
Ensure the coordination of ridesharing programs throughout the Inland Empire and
the southern California region.
Objectives:
• Continue to administer a "sister" Commuter Assistance Program in San Bernardino
County on a contract basis, thus expanding the reach and effectiveness of commuter
programs throughout the Inland Empire area.
• Collaborate with SANBAG, to deliver, operate, and maintain an Inland Empire 511
system.
• Continue to contract for the enhancement of the RideGuides through a grant funded
by the MSRC. Working in partnership with Metro, this grant will enable personalized
transit information to be displayed on individualized RideGuides produced for
employees who have been surveyed.
• Continue to provide leadership with regard to the ongoing operation, maintenance,
and enhancement of both the regional ridematching database and network.
• Fund and participate in regional rideshare marketing programs to enhance awareness
of and encourage participation in commute modes that provide an alternative to
driving alone.
Enhance and pursue educational activities that encourage alternatives to driving
alone and that encourage employers to assist employees in seeking commute
methods other than driving alone.
Objectives:
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" C o n t i n u e a n d e x p a n d t h e o p e r a t i o n o f t h e n e w C o m m u t e r E x c h a n g e v e h i c l e t o i n c l u d e
7 0 s i t e v i s i t s f o r t h e F Y 2 0 0 9 / 1 0 .
" C o n t i n u e a n d e n h a n c e t h e d i s s e m i n a t i o n o f t h e r e p o r t c a r d p r o g r a m f o r b o t h p r o g r a m
p a r t i c i p a n t s a n d e m p l o y e r p a r t n e r s t h a t t r a n s l a t e s i n d i v i d u a l o r w o r k s i t e r i d e s h a r e
p a r t i c i p a t i o n i n t o m o n e y s a v e d , c o n g e s t i o n r e d u c e d , a n d e m i s s i o n s r e d u c e d .
" I n p a r t n e r s h i p w i t h t h e f o u r c o u n t y t r a n s p o r t a t i o n c o m m i s s i o n s a n d o t h e r s , u t i l i z e t h e
r e g i o n a l r i d e s h a r i n g d a t a b a s e a n d w e b s i t e w w w . r i d e m a t c h . i n f o .
" M a i n t a i n , u p d a t e , a n d e n h a n c e t h e R i d e s h a r e P l u s m e m b e r s ' o n l y w e b s i t e ,
w w w . R i d e s h a r e p l u s . i n f o .
" D i s t r i b u t e r e g u l a r b r o a d c a s t i n f o r m a t i o n b u l l e t i n s v i a e m a i l o r f a x t o l o c a l e m p l o y e r s
r e g a r d i n g c o m m u t e r i s s u e s .
" C o n t i n u e w i t h t h e i m p l e m e n t a t i o n o f t h e o n - l i n e t r a n s a c t i o n s p r o g r a m i n o r d e r t o
i n c r e a s e e m p l o y e r p a r t i c i p a t i o n a n d r e a c h o u t t o e n d u s e r c o m m u t e r s .
" P u b l i c i z e t h e p a r t i c i p a t i o n o f l o c a l e m p l o y e r s i n t h e C o m m i s s i o n ' s C o m m u t e r
A s s i s t a n c e P r o g r a m t h r o u g h v a r i o u s m e d i a o p t i o n s .
T a b l e 8 1 C o m m u t e r A s s i s t a n c e P r o g r a m B u d g e t
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I n l a n d E m p i r e C o m m u t e r S e r v i c e s - R i v e r s i d e
R e g i o n a l R i d e s h a r e M a r k e t i n g
S p e c i a l P r o j e c t D e v e l o p m e n t / C o n t i n g e n c i e s
P a r k a n d R i d e
S A N B A G
R e g i o n a l R i d e m a t c h i n g S e r v i c e s
G e n e r a l
T O T A L
P r o j e c t T y p e
C o m m u t e r I n c e n t i v e
C o m m u t e r I n c e n t i v e
C o m m u t e r I n c e n t i v e
P u b l i c E d u c a t i o n
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C o m m u t e r S e r v i c e s
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E m p l o y e r S e r v i c e s
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M e a s u r e A O t h e r F Y 2 0 0 9 1 1 0 B u d g e t
3 6 8 , 0 0 0
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A c t u a l
F Y 0 8 / 0 9
E s t i m a t e d
F Y 0 9 / 1 0
P r o j e c t e d
N u m b e r o f o n e - w a y s i n g l e o c c u p a n t v e h i c l e t r i p s r e d u c e d a s
a r e s u l t o f A d v a n t a g e R i d e s h a r e i n c e n t i v e s
1 0 1 , 2 3 4
1 8 7 , 3 4 8
1 1 4 , 6 5 7
N u m b e r o f C l u b R i d e M e m b e r s
5 , 8 6 0
5 , 9 3 0
5 , 2 0 2
N u m b e r o f i n c o m i n g 1 - 8 6 6 - R I D E S H A R E t e l e p h o n e c a l l s
3 , 7 0 9
2 , 5 1 3
2 , 5 6 3
N u m b e r o f s e r v i c e s p r o v i d e d b y I n l a n d E m p i r e C o m m u t e r
S e r v i c e s t o s u p p o r t e m p l o y e r t r i p r e d u c t i o n e f f o r t s a t
w o r k s i t e s :
" E m p l o y e r s r e q u e s t i n g s u r v e y s e r v i c e s
1 5 4
1 6 5
1 3 5
" R i d e G u i d e s p r o d u c e d
2 3 , 1 2 1
3 5 , 0 0 0
2 2 , 9 5 0
" T e c h n i c a l a s s i s t a n c e s e r v i c e s
3 5 6
3 4 0
3 0 1
1 7 7
Number of events participated in by the Commuter
Exchange in total, and as identified individually below:
• Public events
13
6
8
• Employer work sites
10
6
8
• Elementary schools
48
58
55
178
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M o t o r i s t A s s i s t a n c e
M i s s i o n S t a t e m e n t :
" T o i m p r o v e s a f e t y , r e d u c e c o n g e s t i o n , a n d e n h a n c e a c c e s s t o t r a v e l e r i n f o r m a t i o n f o r
m o t o r i s t s t h r o u g h t h e p r o v i s i o n o f a c o m p r e h e n s i v e m o t o r i s t a i d s y s t e m . "
C h a r t 4 4 M o t o r i s t A s s i s t a n c e
P e r s o n n e l P r o f e s s i o n a l
T r a n s f e r s O u t 4 % 1 1 %
1 2 %
E x p e n d i t u r e s
P r o j e c t s a n d
O p e r a t i o n s
7 2 %
S u p p o r t
1 %
M o t o r i s t A s s i s t a n c e e x p e n d i t u r e s a n d u s e s a r e b u d g e t e d a t $ 3 , 8 4 0 , 7 0 0 f o r F Y 2 0 0 9 / 1 0 ,
o r a n i n c r e a s e o f 1 4 . 5 % c o m p a r e d t o t h e p r i o r y e a r b u d g e t . S a l a r i e s a n d b e n e f i t s r e f l e c t
t h e e a r l y r e t i r e m e n t o f t h e f o r m e r m o t o r i s t a s s i s t a n c e m a n a g e r . P r o f e s s i o n a l c o s t s o f
$ 4 0 4 , 4 0 0 i n c l u d e l e g a l s e r v i c e s , o p e r a t i o n s o f t h e n e w l y i m p l e m e n t e d I n l a n d E m p i r e
5 1 1 s y s t e m , a n d c o n t r a c t e d c o n s u l t a n t s t o m o n i t o r t h e C o m m i s s i o n ' s c a l l b o x p r o g r a m
a n d t o p r o v i d e m o n t h l y o p e r a t i n g a n d s t a t i s t i c a l r e p o r t s f o r t h e p r o g r a m . T r a n s f e r s o u t o f
$ 4 5 4 , 7 0 0 t o t h e F S P r e p r e s e n t S A F E ' s m a t c h i n g t o s t a t e f u n d i n g f o r F S P s e r v i c e s .
B u d g e t e d e x p e n d i t u r e s f o r p r o j e c t o p e r a t i o n s i n c l u d e $ 2 , 2 3 8 , 0 0 0 i n t o w i n g c o n t r a c t
c o s t s f o r t h e F S P p r o g r a m a n d $ 5 6 1 , 0 0 0 f o r S A F E o p e r a t i o n s t o c o v e r c e l l u l a r a c c e s s
c h a r g e s , k n o c k d o w n s , v a n d a l i s m , m i s c e l l a n e o u s r e p a i r s a n d m a i n t e n a n c e , a n d c a l l
a n s w e r i n g s e r v i c e s . T o w i n g c o s t s h a v e i n c r e a s e d 1 2 . 7 % b e c a u s e o n e v e h i c l e w i l l b e
a d d e d t o B e a t # 2 5 a n d o n e v e h i c l e t o B e a t # 2 6 o n 1 - 1 5 b e t w e e n t h e I - 1 5 / S R - 6 0
i n t e r c h a n g e a n d T e m e s c a l C a n y o n R o a d t o h e l p r e l i e v e c o n g e s t i o n . E q u i p m e n t
m a i n t e n a n c e e x p e n d i t u r e s a r e r e l a t e d t o o n g o i n g m a i n t e n a n c e a n d s i t e i m p r o v e m e n t s .
1 7 9
Table 82 - Motorist Assistance Expenditure Detail
FY 07/03 FY 08/09 FY 08/09 FY 09/10 Dollar Percent
Actual Revised Budget Projected Budget Change Change
Salaries and Benefits $ 89,200 $ 250,300 $ 103,100 $ 141,000 $ (109,300) -43.7%
Professional Costs
Legal Services 8,000 10,000 7,500 10,000 0.0%
Professional Services -Other 12.600 24.500 31.000 394,400 369.900 1509.8%
Total Professional Costs 20,600 34,500 38,500 404,400 369,900 1072.2%
Support Costs 39,900 43,000 26,200 41,600 (1,400) -3.3%
Projects and Operations
Towing 2,013,700 1,986,400 1,932,500 2,238,000 251.600 12.7%
Access Charges 72,200 69,800 60,000 69,800 - 0.09$
Preventive Maintenance 3,600 5,400 - (5,40D)-100.0%
Corrective Maintenance 3,600 5,400 - - (5,400)-100.0%
Equipment Maintenance 1,627,900 772,500 266,700 310,000 (462,500) -59.9%
Knockdowns 8,000 - (8,000)-100.0%
Vandalism - 400 -
Operating Costs 112,600 177400 105,700 181,200 3,800 2.1%
Total Projects and Operations 3,833,600 3,025,300 2,364,900 2,799,000 (226,300) -7.5%
Transfers Out 490.000 454700 454,700 ODIV/01
TOTAL Motorist Assistance $ 4.473 300 b 3 353 100 $ 2 532 700 $ 3 840 700 $ 487.600 14.5%
Motorist Assistance Staffing Summary
Department Budget Overview
Department Description
As a SAFE, the Commission is responsible for providing a motorist aid system for
Riverside County. The call box system allows motorists to call for assistance in the
event of a mechanical breakdown or accident on the freeway. The FSP assists stranded
motorists on certain segments of the freeway by towing, changing flat tires, and
providing a gallon of fuel at no charge to the motorists. FSP service is also provided in
construction zones through separate funding agreements with Caltrans to help mitigate
congestion. Additionally commencing in FY 2009/10, in partnership with SANBAG
through the Commission's SAFE program, an Inland Empire 511 system to provide
motorists with traveler information will be operated and maintained.
180
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"
"
K e y A s s u m p t i o n s
" C u r r e n t p e r c e n t a g e l e v e l s o f v a n d a l i s m , k n o c k d o w n s , a n d m i s c e l l a n e o u s r e p a i r s t o
c a l l b o x e s w i l l r e m a i n c o n s i s t e n t w i t h t h e p a s t y e a r .
" A n n u a l m a i n t e n a n c e c o s t s a r e b a s e d o n a f l a t - f e e c o n t r a c t b a s e d o n t h e n u m b e r o f
c a l l b o x e s .
" C a l l b o x o p e r a t i n g c o s t s a r e b a s e d o n e s t i m a t e s f r o m t h e C H P a n d t h e c a l l
a n s w e r i n g c e n t e r c o n t r a c t t h r o u g h S A N B A G .
" C e l l u l a r s e r v i c e c h a r g e s a r e b a s e d o n t h e e x i s t i n g f i v e - y e a r a g r e e m e n t f o r d i g i t a l
c e l l u l a r s e r v i c e .
" T o w t r u c k c o n t r a c t o r c o s t s f o r t h e n i n e e x i s t i n g F S P b e a t s a r e b a s e d o n
C o m m i s s i o n - a p p r o v e d c o n t r a c t s .
" T h e C o m m i s s i o n w i l l m a i n t a i n a n d o p e r a t e a n I n l a n d E m p i r e 5 1 1 s y s t e m t o b e
f u n d e d 5 0 % b y t h e C o m m i s s i o n a n d 5 0 % b y S A N B A G . T h e C o m m i s s i o n ' s s h a r e o f
o p e r a t i n g c o s t s w i l l b e f u n d e d w i t h S A F E r e v e n u e s w h i l e i m p l e m e n t a t i o n c o s t s w i l l
b e f u n d e d b y t h e C o m m u t e r A s s i s t a n c e P r o g r a m .
A c c o m p l i s h m e n t s
" C o m p l e t e d t h e i m p l e m e n t a t i o n o f r e c o m m e n d a t i o n s i d e n t i f i e d i n t h e R i v e r s i d e
C o u n t y S A F E 5 - Y e a r P l a n .
" W o r k e d w i t h t h e C o u n t y o f R i v e r s i d e I T D e p a r t m e n t o n t h e F e d e r a l C o m m u n i c a t i o n s
C o m m i s s i o n R e g u l a t e d R a d i o N a r r o w b a n d c o n v e r s i o n .
" E x p a n d e d F S P s e r v i c e o n 1 - 1 5 b y w o r k i n g w i t h t h e C H P a n d C a l t r a n s t o i d e n t i f y a n d
j u s t i f y t h e n e e d f o r a d d i t i o n a l F S P v e h i c l e s , i s s u e d a r e q u e s t f o r p r o p o s a l f o r t h e
n e w B e a t # 2 , a n d a w a r d e d a c o n t r a c t f o r s e r v i c e .
" A l o n g w i t h S A N B A G , c o n d u c t e d a n i n f o r m a t i o n a l m e e t i n g f o r p r o s p e c t i v e F S P t o w
o p e r a t o r s t o e x p l a i n t h e p r o g r a m , i t s b e n e f i t s t o b o t h t h e m o t o r i s t s a n d o p e r a t o r s ,
a n d w h a t i s r e q u i r e d o f t h e t o w o p e r a t o r s .
" I m p l e m e n t e d a " c o s t r e c o v e r y " p r o g r a m f o r c a l l b o x k n o c k d o w n s i n a n e f f o r t t o
c o l l e c t r e i m b u r s e m e n t f r o m m o t o r i s t s i n v o l v e d i n a c c i d e n t s t h a t d a m a g e
C o m m i s s i o n p r o p e r t y .
M a j o r I n i t i a t i v e s
S t a f f w i l l c o m p l e t e t h e i m p l e m e n t a t i o n o f t h e A V L s y s t e m f o r t h e t o w t r u c k s . A l l o f t h e
F S P v e h i c l e s a n d d r i v e r s w i l l b e f u l l y e q u i p p e d b y e a r l y F Y 2 0 0 9 / 1 0 . S t a f f w i l l a l s o
c o n t i n u e t o m e e t w i t h C o u n t y I T D e p a r t m e n t s t a f f r e g a r d i n g t h e r a d i o n a r r o w b a n d
c o n v e r s i o n .
T h e C o m m i s s i o n , a l o n g w i t h i t s p a r t n e r , S A N B A G , h a s b e e n c o m m i t t e d t o o p e r a t e a n d
m a i n t a i n a n I n l a n d E m p i r e 5 1 1 s y s t e m b e g i n n i n g i n F Y 2 0 0 9 / 1 0 _ T h i s s y s t e m w i l l
i n c l u d e a w e b s i t e i n t e r f a c e a n d a n i n t e r a c t i v e v o i c e r e c o g n i t i o n ( I V R ) t e l e p h o n e s y s t e m
t h a t s e r v e R i v e r s i d e a n d S a n B e r n a r d i n o c o u n t y r e s i d e n t s a n d c o m m u t e r s . T h e I n l a n d
E m p i r e 5 1 1 s y s t e m w i l l p r o v i d e r e a l - t i m e t r a f f i c a n d t r a n s i t t r i p p l a n n i n g s e r v i c e s a s w e l l
1 8 1
as access to rideshare services for the entire Southern California region extending to
the Nevada, Arizona, and Mexico borders.
Department Goals
Maintain the integrity of the call box system and service levels.
Objective:
• Along with San Bernardino County SAFE, continue to monitor the operation of the
call answering center contractor.
Enhance access to real-time traveler information.
Objective:
• Create the Inland Empire 511 website and telephone systems supporting the Inland
Empire 511 system.
• Leverage existing resources such as traffic data provided by Caltrans District 8,
existing IVR software, and Google Transit to minimize the start-up period and costs.
Continue the Freeway Service Patrol as long as state funding support is available.
Objectives:
• Work cooperatively with the County IT Department to address radio needs of the
program especially along the 1-15 corridor.
• Consult with Caltrans and the CHP to evaluate existing beats and determine if
changes in service hours, number of vehicles assigned to each beat, or expanded
service hours are justified, should additional funding become available.
• Review proposed construction projects with Caltrans and local cities and coordinate
the use of temporary tow service to mitigate congestion.
• Work cooperatively with Caltrans, the CHP, and other FSP program managers to
gain increased funding for the program and review the funding allocation formula to
attain a more equitable distribution of program funds.
• Complete the implementation of the AVL system.
Motorist Assistance
Performance/Workload Indicators
FY 07/08
Actual
FY 08/09
Estimated
FY 09/10
Projected
Number of call boxes
682
682
682
Number of call box calls
7,525
7,300
7,000
Number of vehicle assists
45,530
45,000
47,500
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S E C T I O N 7 . 3
C A P I T A L P R O J E C T S
1 8 3
"
"
C a p i t a l P r o j e c t D e v e l o p m e n t a n d D e l i v e r y
M i s s i o n S t a t e m e n t :
" T o k e e p t h e C o m m i s s i o n ' s c o n t r a c t w i t h t h e v o t e r s o f R i v e r s i d e C o u n t y b y a c c e l e r a t i n g
t h e p l a n n i n g , p r o g r a m m i n g , a n d i m p l e m e n t a t i o n o f p r o j e c t s a n d p r o g r a m s i n 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 l a n , a s e n h a n c e d b y t h e T o l l P r o g r a m , t o t h e
e x t e n t t h a t f u n d s a r e a v a i l a b l e . T o e n s u r e t h a t c a p i t a l p r o j e c t s a r e e n v i r o n m e n t a l l y
a c c e p t a b l e , e x p e r t l y d e s i g n e d , a n d i m p l e m e n t e d i n a c o s t e f f e c t i v e m a n n e r . "
C h a r t 4 5 C a p i t a l P r o j e c t D e v e l o p m e n t a n d D e l i v e r y
P e r s o n n e l
0 %
T r a n s f e r s O u t
3 2 %
D e b t S e r v i c e
2 6 %
E x p e n d i t u r e s
P r o f e s s i o n a l
0 %
C a p i t a l O u t l a y
0 %
S u p p o r t
0 %
P r o j e c t s a n d
O p e r a t i o n s
4 2 � %
T h e b u d g e t e d e x p e n d i t u r e s a n d t r a n s f e r s o u t t o t a l $ 7 6 2 , 0 0 8 , 0 0 0 t o c o v e r a l l o f t h e
C o m m i s s i o n ' s m a j o r c a p i t a l p r o j e c t s . G e n e r a l p r o j e c t c o s t s i n c l u d e $ 1 4 , 3 5 2 , 0 0 0 r e l a t e d
t o p r o g r a m m a n a g e m e n t p r o v i d e d b y B e c h t e l I n f r a s t r u c t u r e ( B e c h t e l ) , S C R R A , a n d t h e
p r o j e c t a n d c o n s t r u c t i o n m a n a g e r a n d i n t e r a g e n c y s u p p o r t r e l a t e d t o t h e S R - 9 1 c o r r i d o r
i m p r o v e m e n t s d e s i g n - b u i l d p h a s e a s w e l l a s p e r m i t s f o r r a i l c a p i t a l p r o j e c t s .
H i g h w a y c a p i t a l e x p e n d i t u r e s o f $ 1 4 3 , 7 3 7 , 0 0 0 a r e p r i m a r i l y f o r e n g i n e e r i n g ,
c o n s t r u c t i o n , a n d r i g h t o f w a y o n S R - 6 0 , S R - 7 4 , S R - 7 9 , S R - 9 1 , S R - 1 1 1 , 1 - 1 5 , 1 - 2 1 5 , a n d
t h e p r o p o s e d M i d C o u n t y P a r k w a y .
R e g i o n a l a r t e r i a l c a p i t a l e x p e n d i t u r e s a m o u n t t o $ 4 3 , 2 9 0 , 0 0 0 f o r v a r i o u s W e s t e r n
C o u n t y T U M F r e g i o n a l a r t e r i a l p r o j e c t s a p p r o v e d f o r T U M F f u n d i n g i n 2 0 0 4 a s w e l l a s
C o a c h e l l a V a l l e y h i g h w a y a n d r e g i o n a l a r t e r i a l p r o j e c t s .
R a i l c a p i t a l e x p e n d i t u r e s a m o u n t t o $ 6 1 , 6 9 2 , 0 0 0 f o r p r e l i m i n a r y e n g i n e e r i n g ,
e n v i r o n m e n t a l , i n i t i a t i o n o f r i g h t o f w a y a c q u i s i t i o n s , a n d a d v a n c e c o n s t r u c t i o n
p r o c u r e m e n t s f o r t h e F T A S m a l l S t a r t s P e r r i s V a l l e y L i n e a n d o t h e r r e l a t e d p r o j e c t s ;
1 8 4
completion of construction of the North Main Corona station parking structure and the
Perris Multimodal Transportation Facility; preliminary engineering and right of way
acquisition for the Riverside layover facility; and design and construction of the La
Sierra station parking expansion. Other expenditures relate to station rehabilitation and
security projects.
Local turnback payments to cities and the County for local streets and roads repair,
maintenance, and construction amount to $35,908,900, net of debt service payments
from the cities of Blythe and Indio.
Regional arterial disbursements to CVAG for the balance of the unexpended funds
relating to the 1989 Measure A Coachella Valley regional arterial program are budgeted
at $2,458,900. Other regional arterial expenditures of $13,124,500, net of debt service
payments from CVAG, will be funded by the 2009 Measure A Coachella Valley highway
and regional arterial program.
Interest payments on outstanding commercial paper and the 2008 Bonds and proposed
2009 Bonds are approximately $12,610,000. Cost of issuance related to the proposed
2009 Bonds is estimated at $3,250,000. Principal payments include the retirement of
the 2008 Bonds of $126,395,000 and commercial paper notes of $50,000,000 as well
as a projected $6,000,000 for the 2009 Bonds.
Significant transfers out include $181,750,000 in 2009 Bonds proceeds for the
retirement of the 2008 bonds and a portion of the outstanding commercial paper notes
as well as the establishment of a debt service reserve; $51,341,000 in commercial
paper proceeds to fund 10-Year Western County Highway Delivery Plan projects such
as the SR-91 corridor improvements; and $6,790,000 for intrafund TUMF borrowings.
Repayment of sales tax revenue bonds debt principal and related interest is $1,733,600
from CVAG and the cities of Blythe and Indio under advance funding agreements is also
included in transfers out. The remaining transfers out are related to highway property
management and administrative charges to TUMF.
Other costs of $14,625,000 include salary and fringe benefits, legal fees and other
professional services, support, special studies, and capital outlay.
•
•
185
"
"
"
T o t a l P r o j e c t s a n d O p e r a t i o n s
C a p i t a l O u t l a y
D e b t S e r v i c e -
T r a n s f e r s O u t
T O T A L C a p i t a l P r o j e c t D e v e l o p m e n t a n d D e l i v e r y
T a b l e 8 3 C a p i t a l P r o j e c t D e v e l o p m e n t a n d D e l i v e r y U s e s D e t a i l
F Y 0 7 / 0 8 F Y 0 8 / 0 9 F Y 0 8 / 0 9 - F Y 0 9 / 1 0 D o l l a r P e r c e n t
A c t u a l R e v i s e d B u d g e t P r o j e c t e d B u d g e t C h a n g e C h a n g e
S a l a r i e s a n d B e n e f i t s "
S 1 , 4 7 0 , 6 0 0 S 2 , 6 9 8 , 4 0 0 S 1 , 7 3 3 . 3 0 0 S 2 , 4 5 6 , 3 0 0 $ ( 2 4 2 . 1 0 0 ) - 8 . 0 %
P r o f e s s i o n a l C o s t s
L e g a l S e r v i c e s 8 8 4 , 4 0 0 1 , 4 1 0 , 0 0 0 1 , 4 5 2 , 5 0 0 3 , 8 0 4 . 5 0 0 2 , 3 9 4 , 5 0 0 1 6 9 . 8 %
F i n a n c i a l A d v i s o r y 8 8 , 8 0 0 1 , 0 0 0 - O D I V / 0 1
A u d i t S e r v i c e s 2 4 , 1 0 0 3 8 , 0 0 0 2 0 , 0 0 0 5 5 , 0 0 0 1 7 , 0 0 0 4 4 . 7 %
P r o f e s s i o n a l S e r v i c e s - O t h e r 3 4 0 , 6 0 0 1 . 1 7 9 . 3 0 0 5 5 1 . 4 0 0 6 . 3 8 9 . 0 0 0 5 2 0 9 . 7 0 0 4 4 1 . 8 %
T o t a l P r o f e s s i o n a l C o s t s 1 , 3 3 5 , 9 0 0 2 , 8 2 7 , 3 0 0 2 , 0 2 4 , 9 0 0 1 0 , 2 4 6 5 0 0 7 , 6 2 1 , 2 0 0 2 9 0 . 1 %
S u p p o r t C o s t s
8 6 , 9 0 0 2 , 0 4 4 , 8 0 0 4 2 3 , 5 0 0 1 , 0 5 2 , 2 0 0 ( 9 9 2 , 8 0 0 ) - 4 8 . 5 %
P r o j e c t s a n d O p e r a t i o n s
P r o j e c t s - G e n e r a t 3 , 8 2 4 , 9 0 0 ' 8 , 7 1 8 , 3 0 0 4 , 0 5 7 , 5 0 0 1 4 . 3 5 2 , 0 0 0 7 , 6 3 3 , 7 0 0 1 1 3 . 8 %
E n g i n e e r i n g . 2 9 , 0 9 9 , 8 0 0 7 1 , 0 1 7 . 6 0 0 6 9 , 7 5 8 , 3 0 0 5 8 6 9 0 , 9 0 0 ( 1 2 , 4 2 8 , 7 0 0 ) - 1 7 . 5 %
C o n s t r u c t i o n 3 9 , 9 8 9 , 8 0 0 1 0 4 , 0 0 3 . 6 0 0 8 1 , 2 3 6 , 3 0 0 6 6 , 4 1 8 , 3 0 0 ( 3 7 , 5 8 5 , 3 0 D ) - 3 6 . 1 %
R i g h t o f W a y a n d L a n d 7 2 , 4 5 8 , 7 0 0 2 0 0 , 2 1 6 4 0 0 1 1 7 . 7 3 2 , 8 0 0 1 2 2 . 5 8 9 , 8 0 0 ( 7 7 , 6 2 8 , 6 0 0 ) 3 8 . 8 %
S p e c i a l S t u d i e s 5 0 5 , 8 0 0 5 0 7 , 5 0 0 2 0 7 , 7 0 0 1 5 0 , 0 0 0
L o c a l S t r e e t s a n d R o a d s 5 4 , 5 1 6 , 4 0 0 4 8 , 5 6 2 , 3 0 0 4 4 , 7 9 9 , 3 0 0 3 5 , 9 0 8 , 9 0 0 ( 1 0 , 6 5 3 , 4 0 0 ) - 2 2 . 9 %
R e g i o n a l A r t e r i a l s 9 , 9 0 6 , 1 0 0 8 , 7 8 1 . 3 0 0 8 , 7 8 1 . 3 0 0 1 5 , 5 8 3 , 4 0 0 6 , 8 0 2 . 1 0 0 7 7 . 5 %
S C R R A C o n t r i b u t i o n 4 0 2 , 0 0 0 - - - O D I V I 0 1
2 1 0 , 6 8 3 , 5 0 0 4 3 7 . 8 0 9 . 0 0 0 3 2 8 , 5 7 1 . 3 0 0 3 1 3 , 5 9 3 , 3 0 0 ( 1 2 4 , 2 1 5 , 7 0 0 ) - 2 8 A %
1 4 1 , 5 0 0 8 6 7 , 9 0 0 4 7 2 , 7 0 0 7 1 8 . 0 0 0 ( 1 4 9 , 9 0 D ) - 1 7 . 3 %
1 4 9 , 8 3 5 , 0 0 0 4 6 , 8 7 3 , 4 0 0 4 2 , 4 3 0 , 4 0 0 1 9 1 , 7 5 5 , 0 0 0 1 4 5 , 0 8 1 . 6 0 0 3 1 1 3 . 8 %
1 8 3 5 7 3 . 1 0 0 6 8 . 0 9 7 . 3 0 0 8 4 . 3 3 6 9 0 0 2 4 2 . 1 8 4 7 0 0 1 7 4 , 0 8 7 . 4 0 0 2 5 5 6 %
$ 5 2 6 9 2 6 5 0 0 $ 5 6 n R 7 6 1 n r l S 4 5 7 . 0 9 3 0 0 0 S 7 6 7 0 0 8 0 0 0 S 2 0 1 . 1 8 9 = 3 5 c 1 S
C a p i t a l P r o j e c t D e v e l o p m e n t a n d D e l i v e r y S t a f f i n g S u m m a r y
D e p a r t m e n t B u d g e t O v e r v i e w
1 8 6
Department Description
Capital Projects is responsible for the development and delivery of major highway,
regional arterial, and rail capital projects where the Commission is identified as the lead
agency. The delivery of a capital project can include tasks such as feasibility studies,
preliminary engineering, environmental clearance, final design, right of way acquisition,
construction, and construction. management. Approximately 57% of the Commission's
FY 2009/10 budget originates in this department managed by the Toll, Project Delivery,
and Project Development Directors responsible for the capital program.
The primary goal of Capital Projects is to accelerate delivery of the Measure A;
Proposition 1B CMIA, PTMISEA, and CTSGP-CTAF; STIP; toll; and federally funded
highway, regional arterial, and rail capital improvement projects throughout the County.
Highway improvements currently in progress include the addition of carpool lanes and
tolled Express Lanes, widening and realignment projects, and interchange
improvements as well as planning for new CETAP corridors. Regional arterial capital
improvements include funding for Western County TUMF regional arterial projects,
which were approved by the Commission in 2004 as a result of a call for projects.
Commuter rail capital improvements include the completion of the North Main Corona
parking structure, the Perris Valley Line, a multimodal facility in the city of Perris, and
the La Sierra station parking expansion in addition to station rehabilitation and security
projects.
This department also provides the necessary coordination between the Commission
and Caltrans for the development of scope, cost, and project delivery schedules for
Measure A projects that are funded by the STIP and Proposition 1 B CMIA. Capital
Projects also has lead agency status over certain demonstration projects identified in
SAFETEA-LU.
The 2009 Measure A program includes stipulations for agencies in Western County to
be eligible to receive the new Measure A local streets and roads funds beginning in
2009. Each incorporated city in Western County and the County must participate in the
TUMF program, which is administered by WRCOG. Additional requirements include
participation in the Western County MSHCP, submittal of an annual capital
improvement program, and meeting an annual MOE requirement. The Commission and
WRCOG entered into an amended MOU which identifies a distribution of the TUMF
revenues prior to the 2009 Measure A which commences in July 2009. The distribution,
after deduction of a WRCOG administrative fee, is 48.7% to the Commission for
regional arterials and CETAP corridors. The remaining revenues are distributed to
WRCOG for the five TUMF improvement zones and for regional transit facilities.
Given the staff support required to oversee and participate in the project development
work, consisting of preliminary engineering and right of way activities, final design, and
construction for the capital projects, costs for staff and related support have been
included in this department budget. The projects identified in the FY 2009/10 budget
funded by Measure A, TUMF, state, or federal funds as well as future toll revenues
require the continued support of the Bechtel program management team which includes
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p r o g r a m m a n a g e r s , p r o j e c t e n g i n e e r s , c o n s t r u c t i o n e n g i n e e r s , i n s p e c t o r s , c o n t r a c t s
a d m i n i s t r a t i o n , a n d s u p p o r t s t a f f .
S i n c e t h e p a s s a g e o f S B 4 5 i n 1 9 9 7 , 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 S T I P - R I P f u n d
p r o g r a m m i n g a n d p r o j e c t d e l i v e r y i n p a r t n e r s h i p w i t h C a l t r a n s a n d t h e C T C .
A d d i t i o n a l l y , t h e C o m m i s s i o n m a y a l s o b e r e s p o n s i b l e f o r p r o j e c t d e l i v e r y o f f e d e r a l
d e m o n s t r a t i o n p r o j e c t s .
L o n g - T e r m S t r a t e g i c P l a n n i n g
A s i g n i f i c a n t e f f o r t w a s c o m p l e t e d i n D e c e m b e r 2 0 0 6 t o d e v e l o p a n i m p l e m e n t a t i o n p l a n
s t r a t e g y f o r t h e 2 0 0 9 M e a s u r e A s t a t e h i g h w a y p r o g r a m , w i t h a f o c u s o n t h e f i r s t 1 0
y e a r s o f t h e p r o g r a m t h r o u g h 2 0 1 9 . A n o b j e c t i v e - b a s e d a s s e s s m e n t o f t h e W e s t e r n
C o u n t y p o r t i o n o f t h e 2 0 0 9 M e a s u r e A T I P w a s c o m p l e t e d a l o n g w i t h t h e p r i o r i t i z a t i o n o f
t h e p r o g r a m o f p r o j e c t s . F o u r h i g h w a y c o r r i d o r s , 1 - 2 1 5 , 1 - 1 5 , 1 - 1 0 , a n d S R - 9 1 , w e r e
s e l e c t e d a s t h e p r i o r i t y f o c u s f o r t h e f i r s t 1 0 y e a r s o f t h e 2 0 0 9 M e a s u r e A p r o g r a m , a n d
l o n g - t e r m d e v e l o p m e n t w o r k w a s a p p r o v e d f o r l a r g e s c a l e p r o j e c t s s u c h a s t h e
d e v e l o p m e n t o f t h e M i d C o u n t y P a r k w a y , r e a l i g n m e n t o f S R - 7 9 , a n d t h e b i c o u n t y
w i d e n i n g o f 1 - 2 1 5 t o S a n B e r n a r d i n o C o u n t y . P r o j e c t d e v e l o p m e n t a c t i v i t i e s f o r t h e s e
p r o j e c t s h a v e b e e n o n g o i n g .
K e y A s s u m p t i o n s
" T h e C o m m i s s i o n w i l l c o n t i n u e i t s e m p h a s i s o n t h e c l o s e o u t o f t h e 1 9 8 9 M e a s u r e A
p r o g r a m .
" T h e 1 0 - Y e a r W e s t e r n C o u n t y H i g h w a y D e l i v e r y P l a n s e r v e s a s t h e b a s i s f o r d e f i n i n g
t h e 2 0 0 9 M e a s u r e A p r o j e c t s e l e c t i o n a n d p r i o r i t i z a t i o n .
" W e s t e r n C o u n t y T U M F r e g i o n a l a r t e r i a l p r o j e c t c o s t s a r e b a s e d o n t h e l i s t o f p r o j e c t s
a p p r o v e d b y t h e C o m m i s s i o n i n 2 0 0 4 .
" A g r e e m e n t s f o r t h e a d v a n c e m e n t o f 2 0 0 9 M e a s u r e A f u n d s h a v e b e e n o b t a i n e d
f r o m C V A G a n d c i t i e s d e s i r i n g t o p a r t i c i p a t e i n t h e c o m m e r c i a l p a p e r p r o g r a m .
" H i g h w a y p r o j e c t c o s t s a r e b a s e d o n e n g i n e e r s ' e s t i m a t e s a n d s c o p e a g r e e m e n t s
w i t h C a l t r a n s .
" C o n s t r u c t i o n p r o j e c t s a r e c o m p e t i t i v e l y b i d t o m i n i m i z e c o s t s .
" A l l p r o j e c t s w i l l b e b u i l t t o r e q u i r e d s t a n d a r d s .
" A l l h i g h w a y p r o j e c t s , w i t h t h e e x c e p t i o n o f t o l l e d E x p r e s s L a n e f a c i l i t i e s , a r e
t r a n s f e r r e d u p o n c o m p l e t i o n t o C a l t r a n s ; o p e r a t i o n o f t h e s e f a c i l i t i e s i s t h e
r e s p o n s i b i l i t y o f C a l t r a n s . T o l l e d E x p r e s s L a n e f a c i l i t i e s , w h e n c o m p l e t e d , w i l l b e
o w n e d a n d o p e r a t e d a n d m a i n t a i n e d b y t h e C o m m i s s i o n t h r o u g h t h e t e r m o f a f u t u r e
a g r e e m e n t b e t w e e n C a l t r a n s a n d t h e C o m m i s s i o n .
" 2 0 0 9 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 j e c t s w i l l b e s e l e c t e d a n d p r o g r a m m e d o n c e t h e
i m p a c t o f t h e F Y 2 0 0 9 / 1 0 s t a t e b u d g e t a n d f e d e r a l h i g h w a y t r u s t f u n d d e f i c i t
c o n c e r n s a r e r e s o l v e d .
1 8 8
" A c c o m p l i s h m e n t s
" C o n t i n u e d i m p l e m e n t a t i o n o f t h e 1 0 - Y e a r D e l i v e r y P l a n f o r t h e W e s t e r n C o u n t y
H i g h w a y P r o g r a m .
" C o m p l e t e d 6 0 % o f f i n a l d e s i g n a n d b e g a n r i g h t o f w a y a c q u i s i t i o n s a n d u t i l i t y
r e l o c a t i o n s f o r t h e S R - 9 1 H O V l a n e s p r o j e c t t h r o u g h R i v e r s i d e f r o m A d a m s S t r e e t t o
t h e S R - 6 0 / S R - 9 1 / 1 - 2 1 5 i n t e r c h a n g e .
" C o m p l e t e d f i n a l d e s i g n a n d b e g a n r i g h t o f w a y a c q u i s i t i o n f o r t h e I - 2 1 5 / S R - 6 0 E a s t
J u n c t i o n H O V l a n e c o n n e c t o r s p r o j e c t .
" C o m p l e t e d t h e p r o j e c t r e p o r t a n d e n v i r o n m e n t a l p r o c e s s a n d b e g a n f i n a l d e s i g n a n d
r i g h t o f w a y a c q u i s i t i o n f o r t h e S R - 7 4 / G S t r e e t t o 1 - 2 1 5 i n t e r c h a n g e p r o j e c t .
" C o n t i n u e d s u c c e s s f u l n e g o t i a t i o n s w i t h t h e F T A r e l a t e d t o t h e S m a l l S t a r t s f u n d i n g
a u t h o r i z a t i o n f o r t h e P e r r i s V a l l e y L i n e .
" M a d e s u b s t a n t i a l p r o g r e s s r e l a t e d t o t h e e n v i r o n m e n t a l p r o c e s s f o r t h e M i d C o u n t y
P a r k w a y a n d S R - 7 9 r e a l i g n m e n t p r o j e c t s .
" S u b s t a n t i a l l y c o m p l e t e d c o n s t r u c t i o n o n t h e p a r k i n g s t r u c t u r e p r o j e c t a t t h e N o r t h
M a i n C o r o n a s t a t i o n .
" C o m p l e t e d f i n a l d e s i g n o n t h e P e r r i s m u l t i m o d a l f a c i l i t y a n d c o m m e n c e d
c o n s t r u c t i o n a c t i v i t i e s .
" C o m p l e t e d t h e p r o j e c t r e p o r t a n d e n v i r o n m e n t a l p r o c e s s a n d b e g a n f i n a l d e s i g n f o r
1 - 2 1 5 w i d e n i n g f r o m M u r r i e t a H o t S p r i n g s R o a d t o S c o t t R o a d .
" M a d e s u b s t a n t i a l p r o g r e s s o n t h e p r o j e c t r e p o r t a n d e n v i r o n m e n t a l s t u d i e s f o r t h e
f o l l o w i n g p r o j e c t s :
�% S R - 9 1 c o r r i d o r i m p r o v e m e n t p r o j e c t ( 2 7 % c o m p l e t e ) ;
�% 1 - 1 5 c o r r i d o r i m p r o v e m e n t p r o j e c t ( 2 0 % c o m p l e t e ) ;
" I - 1 5 / C a j a l c o i n t e r c h a n g e ( c o m p l e t e d ) ;
" S R - 7 1 / S R - 9 1 i n t e r c h a n g e p r o j e c t ( 2 4 % c o m p l e t e ) ; a n d
" 1 - 2 1 5 w i d e n i n g p r o j e c t f r o m S c o t t R o a d t o N u e v o R o a d .
" B e g a n d e s i g n o f S R - 7 4 c u r v e w i d e n i n g p r o j e c t .
" O b t a i n e d s t a t e t o l l i n g a u t h o r i t y f o r t h e S R - 9 1 a n d 1 - 1 5 c o r r i d o r i m p r o v e m e n t p r o j e c t s
a n d a l s o b e g a n a p p l i c a t i o n a n d a g r e e m e n t p r o c e s s e s w i t h F H W A r e g a r d i n g f e d e r a l
t o l l i n g a u t h o r i t y f o r t h e s e t o l l p r o j e c t s . F e d e r a l t o l l i n g a u t h o r i t y f o r t h e C o m m i s s i o n i s
e x p e c t e d i n e a r l y F Y 2 0 0 9 / 1 0 .
" C o m m e n c e d a p r o c u r e m e n t f o r a p r o j e c t a n d c o n s t r u c t i o n m a n a g e r f o r t h e d e s i g n -
b u i l d p h a s e o f t h e S R - 9 1 c o r r i d o r i m p r o v e m e n t s .
" C o m p l e t e d T U M F p r o j e c t a g r e e m e n t s a n d a m e n d m e n t s t o i m p l e m e n t p r e -
c o n s t r u c t i o n a c t i v i t i e s .
M a j o r I n i t i a t i v e s
F Y 2 0 0 9 / 1 0 w i l l m a r k a s i g n i f i c a n t m i l e s t o n e a s t h e C o m m i s s i o n c l o s e s o u t t h e 1 9 8 9
M e a s u r e A p r o g r a m s a n d f o r m a l l y c o m m e n c e s t h e 2 0 0 9 M e a s u r e A p r o g r a m s , o f w h i c h
t h e h i g h w a y , r a i l , r e g i o n a l a r t e r i a l , a n d l o c a l s t r e e t s a n d r o a d s p r o g r a m s r e p r e s e n t t h e
m a j o r i t y o f t h e f u n d i n g a l l o c a t i o n s . W h i l e m o s t o f t h e 1 9 8 9 M e a s u r e A h i g h w a y p r o j e c t s
h a v e b e e n c o m p l e t e d , a f e w p r o j e c t s w i l l c o n t i n u e s u c h a s t h e S R - 9 1 H O V l a n e s f r o m
A d a m s S t r e e t t o S R - 6 0 / S R - 9 1 / 1 - 2 1 5 i n t e r c h a n g e , S R - 7 4 c u r v e w i d e n i n g , I - 2 1 5 / S R - 6 0
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1 8 9
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E a s t J u n c t i o n H O V l a n e c o n n e c t o r s , S R - 9 1 i n t e r c h a n g e i m p r o v e m e n t s a t L a S i e r r a
A v e n u e a n d V a n B u r e n B o u l e v a r d , a n d S R - 6 0 a t V a l l e y W a y . T h e 1 - 2 1 5 b i c o u n t y
h i g h w a y a n d P e r r i s V a l l e y L i n e r a i l p r o j e c t s w i l l c o n t i n u e , a s b o t h a r e a l s o i n c l u d e d i n
t h e 2 0 0 9 M e a s u r e A . V a r i o u s s t a g e s o f p r o j e c t d e v e l o p m e n t w o r k f o r p r o j e c t s i n c l u d e d
i n t h e 1 0 - Y e a r W e s t e r n C o u n t y H i g h w a y D e l i v e r y P l a n w i l l c o n t i n u e i n F Y 2 0 0 9 / 1 0 .
I m p l e m e n t a t i o n o f t o l l i n g f a c i l i t i e s w i t h i n t h e S R - 9 1 a n d 1 - 1 5 c o r r i d o r s , t w o m a j o r
p r o j e c t s i n t h e 1 0 - Y e a r W e s t e r n C o u n t y H i g h w a y D e l i v e r y P l a n , r e q u i r e s o b t a i n i n g
t o l l i n g a u t h o r i t y f r o m s t a t e a n d f e d e r a l j u r i s d i c t i o n s . E f f o r t s t o o b t a i n t h i s a u t h o r i t y
i n c l u d e s u c c e s s f u l p a s s a g e o f s t a t e l e g i s l a t i o n , a p p r o v a l o f s t a t e a n d f e d e r a l t o l l i n g
a u t h o r i t y a p p l i c a t i o n s , a n d a d m i n i s t r a t i v e a p p r o v a l f r o m C a l t r a n s a n d F H W A . I n
S e p t e m b e r 2 0 0 8 , S B 1 3 1 6 a n d A B 1 9 5 4 w e r e s u c c e s s f u l l y p a s s e d a n d s i g n e d i n t o l a w
b y t h e G o v e r n o r w h i c h p r o v i d e s s t a t e t o l l i n g a u t h o r i t y . F e d e r a l t o l l i n g a u t h o r i t y i s
e x p e c t e d f o r b o t h c o r r i d o r s b y e a r l y F Y 2 0 0 9 / 1 0 .
T h e C o m m i s s i o n d i s b u r s e s M e a s u r e A l o c a l s t r e e t s a n d r o a d s f u n d s d i r e c t l y t o t h e
c i t i e s a n d C o u n t y f o r t h e i r u s e . T h e b u d g e t e d a m o u n t i s s e t b y f o r m u l a e s t a b l i s h e d i n
t h e M e a s u r e A T I P . L o c a l j u r i s d i c t i o n s w i l l r e c e i v e $ 3 5 , 9 0 8 , 9 0 0 f o r l o c a l s t r e e t s a n d
r o a d s m a i n t e n a n c e , r e p a i r , a n d c o n s t r u c t i o n . E a c h j u r i s d i c t i o n ' s r e s p e c t i v e a l l o c a t i o n i s
b a s e d o n p o p u l a t i o n ( W e s t e r n C o u n t y a n d P a l o V e r d e V a l l e y ) o r d w e l l i n g u n i t
( C o a c h e l l a V a l l e y ) a n d t h e a m o u n t o f s a l e s t a x g e n e r a t e d . L a Q u i n t a i s t h e o n l y c i t y i n
t h e C o a c h e l l a V a l l e y w h i c h d o e s n o t p a r t i c i p a t e i n t h e C o a c h e l l a V a l l e y T U M F P r o g r a m .
A c c o r d i n g l y , L a Q u i n t a ' s M e a s u r e A a l l o c a t i o n i s r e m i t t e d t o C V A G i n l i e u o f t h e T U M F .
A g r e e m e n t s h a v e b e e n e x e c u t e d w i t h C V A G a n d t w o c i t i e s , I n d i o a n d B l y t h e , t o
a d v a n c e a c c e l e r a t i o n o f 2 0 0 9 M e a s u r e A r e g i o n a l a r t e r i a l o r f o c a l s t r e e t s a n d r o a d s
r e v e n u e s t h r o u g h p a r t i c i p a t i o n i n t h e c o m m e r c i a l p a p e r p r o g r a m . T h e a n n u a l p r i n c i p a l
a n d i n t e r e s t p a y m e n t s f o r t h e s e l o a n s w i l l b e d e d u c t e d b y t h e C o m m i s s i o n f r o m e a c h
a g e n c y ' s r e s p e c t i v e d i s b u r s e m e n t s b a s e d o n t h e t e r m s o f t h e l o a n a g r e e m e n t s .
D e t a i l e d d e s c r i p t i o n s o f t h e c a p i t a l p r o j e c t s , i n c l u d i n g l o c a l s t r e e t s a n d r o a d s f u n d i n g ,
t h a t a r e i n c l u d e d i n t h e F Y 2 0 0 9 / 1 0 b u d g e t f o l l o w s t h e P e r f o r m a n c e / W o r k l o a d
I n d i c a t o r s .
D e p a r t m e n t G o a l s
B u i l d u p o n a n d s t r e n g t h e n t h e p a r t n e r s h i p w i t h C a l t r a n s t o w a r d t i m e l y d e l i v e r y o f
i d e n t i f i e d M e a s u r e A , C M I A , t o l l p r o g r a m , a n d S T I P p r o j e c t s .
O b j e c t i v e s :
" D e v e l o p a g r e e m e n t s w i t h C a l t r a n s a n d F H W A , a s m a y b e r e q u i r e d , t o f i n a l i z e
p r o j e c t s c o p i n g a n d c o s t i s s u e s f o r t h e S T I P , f e d e r a l d e m o n s t r a t i o n , t o l l , a n d
M e a s u r e A f u n d e d h i g h w a y p r o j e c t s i n R i v e r s i d e C o u n t y .
" P r o v i d e q u a r t e r l y c o n t r a c t s t a t u s a n d c o s t s c h e d u l e r e p o r t s t o t h e C o m m i s s i o n a n d
C a l t r a n s .
1 9 0
" M e e t t h e p r o j e c t m i l e s t o n e s i d e n t i f i e d i n t h e C M I A a g r e e m e n t s b e t w e e n
C o m m i s s i o n , C a l t r a n s , a n d t h e C T C .
T o t h e e x t e n t p e r m i t t e d b y l a w , p u r s u e r e a s o n a b l e i n v o l v e m e n t o f l o c a l D B E f i r m s
a n d m i n o r i t y a n d w o m e n b u s i n e s s e n t e r p r i s e s i n c o n t r a c t w o r k .
O b j e c t i v e :
" M a i n t a i n g o a l f o r a m i n i m u m D B E p a r t i c i p a t i o n i n a l l f e d e r a l l y f u n d e d c o n t r a c t s .
C o n t i n u e t o r e v i e w q u a r t e r l y r e p o r t o n D B E p a r t i c i p a t i o n l e v e l s .
P r o v i d e e f f e c t i v e c o m m u n i c a t i o n o f p r o j e c t p r o g r e s s t o t h e C o m m i s s i o n b o a r d
m e m b e r s , c i t y c o u n c i l s , t h e C o u n t y B o a r d o f S u p e r v i s o r s , C a l t r a n s , C T C , a n d
F H W A .
O b j e c t i v e :
" D e v e l o p a s t r a t e g y w i t h C a l t r a n s D i s t r i c t 8 t h a t w o u l d a l l o w t h e C o m m i s s i o n t o
a d v a n c e s p e c i f i c p r o j e c t s i d e n t i f i e d i n t h e 1 0 - Y e a r W e s t e r n C o u n t y H i g h w a y D e l i v e r y
P l a n t o t a k e a d v a n t a g e o f a n y u n e x p e c t e d s t a t e o r f e d e r a l f u n d i n g w h i c h m a y
b e c o m e a v a i l a b l e t h r o u g h i n c r e a s e d s t a t e o r f e d e r a l b u d g e t a u t h o r i z a t i o n s , f e d e r a l
s t i m u l u s o r p o t e n t i a l l o a n p r o g r a m s t o a d v a n c e c o n s t r u c t i o n .
W o r k w i t h C a l t r a n s a n d o t h e r a g e n c i e s t o w a r d c o m p l e t i o n o f p r e l i m i n a r y
e n g i n e e r i n g a n d e n v i r o n m e n t a l c l e a r a n c e o f a l l p r o j e c t s .
O b j e c t i v e :
" W o r k w i t h C a f t a n s , t h e C o u n t y , a n d t h e c i t i e s i n R i v e r s i d e C o u n t y t o c o m p l e t e
p r e l i m i n a r y d e s i g n a n d e n v i r o n m e n t a l c l e a r a n c e f o r M e a s u r e A p r o j e c t s t h a t c o u l d
b e e l i g i b l e t o r e c e i v e a d d i t i o n a l o r e a r l y f u n d i n g f r o m v a r i o u s s o u r c e s t h a t c o u l d
b e c o m e a v a i l a b l e i f a p r o j e c t i s s u f f i c i e n t l y d e v e l o p e d .
C o m p l e t e t h e c o n s t r u c t i o n o f t h e h i g h w a y p r o j e c t s i d e n t i f i e d i n t h e b u d g e t .
O b j e c t i v e s :
" C o m p l e t e t h e S R - 1 1 1 p r o j e c t i n t h e C o a c h e l l a V a l l e y .
" C o n t i n u e t o p r o v i d e f u n d i n g a n d s u p p o r t f o r i n t e r c h a n g e i m p r o v e m e n t s a l o n g t h e
S R - 9 1 .
I n c o o r d i n a t i o n w i t h t h e R a i l P r o g r a m M a n a g e r , c o n s t r u c t c a p i t a l i m p r o v e m e n t s
a t e x i s t i n g c o m m u t e r r a i l s t a t i o n s a s i d e n t i f i e d i n t h e b u d g e t .
O b j e c t i v e s :
" C o m p l e t e c o n s t r u c t i o n o f t h e N o r t h M a i n C o r o n a s t a t i o n p a r k i n g s t r u c t u r e .
" C o m p l e t e c o n s t r u c t i o n o f t h e P e r r i s m u l t i m o d a l f a c i l i t y .
" C o n t i n u e p r e l i m i n a r y e n g i n e e r i n g , c o m p l e t e e n v i r o n m e n t a l c l e a r a n c e , a n d s t a r t r i g h t
o f w a y a c q u i s i t i o n f o r t h e P e r r i s V a l l e y L i n e .
" C o n t i n u e v a r i o u s s t a t i o n r e h a b i l i t a t i o n p r o j e c t s .
"
"
1 9 1
"
"
" C o m p l e t e e n g i n e e r i n g a n d c o m m e n c e c o n s t r u c t i o n o f R i v e r s i d e D o w n t o w n s t a t i o n
l a y o v e r f a c i l i t y .
" C o m p l e t e e n g i n e e r i n g a n d c o n s t r u c t i o n o f t h e L a S i e r r a s t a t i o n p a r k i n g e x p a n s i o n .
L o c a t i o n o f M a j o r F Y 2 0 0 9 / 1 0 P r o j e c t s w i t h i n R i v e r s i d e C o u n t y
I N S E R T M A P H E R E
1 ) 1 - 1 0 ( A ) P r e p a r a t i o n o f s t u d i e s a l o n g t h e t r u c k c l i m b i n g
l a n e f o r t h e b e t t e r m e n t o f g o o d s m o v e m e n t .
( B ) I n i t i a t i o n o f a t o l l f e a s i b i l i t y s t u d y f r o m t h e S a n
B e r n a r d i n o C o u n t y l i n e t o S R - 1 1 1 .
2 ) S R - 7 4
3 ) S R - 7 9
( A ) F i n a l d e s i g n a n d r i g h t o f w a y a c q u i s i t i o n o f t h e G
S t r e e t t o t h e 1 - 2 1 5 i n t e r c h a n g e .
( B ) P r e l i m i n a r y e n g i n e e r i n g , e n v i r o n m e n t a l
d o c u m e n t a t i o n , f i n a l d e s i g n , r i g h t o f w a y a c q u i s i t i o n
a n d c o n s t r u c t i o n f o r t h e c u r v e w i d e n i n g a t W i n c h e s t e r
R o a d .
R e a l i g n m e n t b e t w e e n G i l m a n S p r i n g s R o a d a n d
D o m e n i g o n i P a r k w a y i n c l u d i n g p r o j e c t s t u d y r e p o r t ,
p r o j e c t r e p o r t , a n d e n v i r o n m e n t a l d o c u m e n t .
4 ) S R - 9 1 C o n s t r u c t i o n o f i n t e r c h a n g e i m p r o v e m e n t s a t : ( A ) L a
S i e r r a A v e n u e a n d ( B ) V a n B u r e n A v e n u e .
( C ) F i n a l d e s i g n , r i g h t o f w a y a c q u i s i t i o n , a n d u t i l i t y
r e l o c a t i o n f o r H O V l a n e s f r o m A d a m s S t r e e t t o t h e
S R - 6 0 / S R - 9 1 / 1 - 2 1 5 i n t e r c h a n g e .
( D ) P r e l i m i n a r y e n g i n e e r i n g a n d e n v i r o n m e n t a l
s t u d i e s f o r i m p r o v e m e n t s t o t h e S R - 9 1 / S R - 7 1
i n t e r c h a n g e .
( E ) P r e l i m i n a r y e n g i n e e r i n g a n d e n v i r o n m e n t a l
s t u d i e s f o r t o l l a n d m i x e d f l o w p r o j e c t s f r o m S R - 2 4 1 t o
P i e r c e S t r e e t i n t h e c i t y o f R i v e r s i d e .
5 ) S R - 1 1 1 D e s i g n a n d c o n s t r u c t i o n o f i n t e r s e c t i o n i m p r o v e m e n t s
b y t h e c i t i e s o f I n d i o , C a t h e d r a l C i t y , a n d L a Q u i n t a
a n d t h e C o u n t y .
6 ) M i d C o u n t y P a r k w a y P r e l i m i n a r y e n g i n e e r i n g , p r o j e c t r e p o r t , a n d
e n v i r o n m e n t a l d o c u m e n t a t i o n f o r t h e p r o j e c t .
7 ) P e r r i s V a l l e y L i n e
P r e l i m i n a r y e n g i n e e r i n g a n d r i g h t o f w a y a c q u i s i t i o n
f o r t h e P e r r i s V a l l e y L i n e ( R i v e r s i d e - M o r e n o V a l l e y -
P e r r i s ) a l o n g t h e S J B L .
1 9 2
8) North Main Corona Station
9) Local Streets and Roads
10) SR-86
11) Perris Multimodal Facility
12) I-215/SR-60
13) 1-215 Bi-County Project
14)1-215 Bi-County HOV
Interim Project
15) 1-215 Projects
Construction of parking structure.
Allocation of Measure A revenues to each city and the
County to improve, maintain, and repair high priority
local streets and roads.
Traffic signal at Avenue 66.
Construction of a bus and rail multimodal
transportation facility in downtown Perris.
Final design, right of way acquisition, and construction
for the I-215/SR-60 East Junction HOV lane
connectors.
Development of an EIR/EIS and preliminary
engineering on the 1-215 North from the SR-60/SR-
91/1-215 interchange to the Orange Show Road in
San Bemardino County.
Preliminary engineering and environmental document
for the interim project to provide two HOV lanes on
the 1-215 North from the SR-60/SR-91/1-215
interchange to Orange Show Road in San Bernardino
County.
(A) Final design for the south segment from 1-15 to
Scott Road,
(B) Preliminary engineering and environmental
document preparation for segments from Scott Road
to Nuevo Road and from Nuevo Road to Box Springs
Road.
16) 1-15 Preparation of engineering and environmental
document for the expansion of mixed flow and
addition of tolled Express Lanes from the San
Bernardino County line to 1-215 in Temecula.
17) La Sierra Station Parking
Expansion
Final design and construction for parking expansion to
accommodate public bus connections and provide
park and ride facilities for commuters.
18) Riverside Downtown station Engineering and right of way activities for station
Layover Facility layover layover facility.
193
Capital Project Development & Delivery
Performance/Workload Indicators
FY 07/08
Actual
FY 08/09
Estimated
FY 09/10
Pro ected
Capital Projects Summary
The following is a summary of the capital projects included in the FY 2009/10 budget.
Costs are generally categorized by preliminary engineering, final design, right of way,
construction, and design -build phases in addition to other project -related costs such as
salaries and benefits, Bechtel project management, and legal fees.
Western County Highway and Regional Arterial Projects
SR-60 Truck Climbing Lanes (P3029)
Commence preliminary engineering for truck climbing lanes through the Badlands area
between Moreno Valley and Beaumont.
FY 2009/10 Cost
Measure A Budget Impact
Operating Budget Impact
SR-60Nalley Way (P3032)
$ 300,000 Preliminary engineering
$ 33,900 Other project -related costs
Costs will be funded using 2009 Measure A highway
funds.
N/A; state highway operations are the responsibility of
Caltrans.
Provide funding and support to start construction to improve interchange at Valley Way.
This project is expected to be completed 2011.
FY 2009/10 Cost
Measure A Budget Impact
Operating Budget Impact
$ 3,000,000 Construction
Costs will be funded using 1989 Measure A highway
funds with the County as lead agency. The funding
commitment was $7.0 million.
N/A; state highway operations are the responsibility of
Caltrans.
194
SR-74/1-15 to 7th Street (P3001)
Complete right of way acquisition closeout for Segment II related to the realignment and
widening of four -lane roadway between Wasson Canyon Road in the city of Lake
Elsinore and 7th Street in the city of Perris.
FY 2009/10 Cost
Measure A Budget Impact
Operating Budget Impact
$ 5,000 Construction/Landscape management
$ 2,530,000 Right of way acquisition/support services
$ 20,000 Final Design
$ 42,500 Other project -related costs
Costs will be funded using 1989 Measure A.
N/A; state highway operations are the responsibility of
Caltrans.
SR-74/G Street to 1-215 Interchange (P3015)
Continue final design and acquire right of way for the interchange improvements.
Preliminary engineering began in 2006 and was completed in 2009. Final design began
in 2008. Construction of the project is expected to begin in early 2010 and completed in
2012. The total project cost is estimated at $41 million.
FY 2009/10 Cost $ 500,000 Final design
$11,600,000 Construction
$ 2,320,000 Right of way acquisition/support services
$ 234,100 Other project -related costs
Measure A Budget Impact Costs will be funded using 1989 Measure A highway
funds, TUMF zone contributions, and a federal earmark.
Operating Budget Impact N/A; state highway operations are the responsibility of
Caltrans.
SR- 74 Curve Widening (P3009)
Complete preliminary design, environmental documentation, final design, and right of
way acquisition and begin construction. Preliminary engineering began in 2009.
Construction of the project should be completed by the end of 2010. The total estimated
project cost is $ 4.2 million.
FY 2009/10 Cost $ 30,000 Preliminary engineering
$ 2,230,000 Right of way acquisition/support services
$ 1,290,000 Construction
$ 148,700 Other project -related costs
Measure A Budget Impact Costs will be funded using 1989 Measure A highway
funds.
Operating Budget Impact N/A; state highway operations are the responsibility of
Caltrans.
•
•
e
195
"
"
S R - 7 9 R e a l i g n m e n t ( P 3 0 0 3 & P 5 1 2 7 )
P e r f o r m r e a l i g n m e n t e n v i r o n m e n t a l a n d p r e l i m i n a r y e n g i n e e r i n g s e r v i c e s f r o m G i l m a n
S p r i n g s R o a d t o D o m e n i g o n i P a r k w a y . T h e t o t a l e s t i m a t e d p r o j e c t c o s t i s $ 1 . 2 b i l l i o n .
T h e p r e l i m i n a r y e n g i n e e r i n g p h a s e f o r t h i s p r o j e c t b e g a n i n t h e l a t e 1 9 9 0 ' s . T h e p r o j e c t
i s e x p e c t e d t o b e r e a d y f o r s t a r t o f c o n s t r u c t i o n i n 2 0 1 3 a n d w i l l b e c o n s t r u c t e d i n
p h a s e s o v e r a n u m b e r o f y e a r s a s f u n d s b e c o m e a v a i l a b l e .
F Y 2 0 0 9 / 1 0 C o s t
M e a s u r e A B u d g e t I m p a c t
O p e r a t i n g B u d g e t I m p a c t
$ 2 , 6 5 0 , 0 0 0 P r e l i m i n a r y e n g i n e e r i n g
$ 1 , 0 3 0 , 0 0 0 R i g h t o f w a y a c q u i s i t i o n / s u p p o r t s e r v i c e s
$ 1 6 8 , 4 0 0 O t h e r p r o j e c t - r e l a t e d c o s t s
N o n e ; c o s t s w i l l b e f u n d e d u s i n g T U M F r e g i o n a l a r t e r i a l ,
f e d e r a l e a r m a r k s , a n d S A F E T E A - L U f e d e r a l f u n d s .
N / A ; s t a t e h i g h w a y o p e r a t i o n s a r e t h e r e s p o n s i b i l i t y o f
C a l t r a n s .
S R - 9 1 C o r r i d o r I m p r o v e m e n t s ( P 3 0 2 6 R P 3 0 2 8 )
C o n t i n u e t h e p r e l i m i n a r y e n g i n e e r i n g a n d e n v i r o n m e n t a l s t u d y p h a s e a n d c o m m e n c e
t h e d e s i g n - b u i l d p h a s e f o r t h e t o l l a n d m i x e d f l o w l a n e s p r o j e c t f r o m S R - 2 4 1 t o P i e r c e
S t r e e t , i n c l u d i n g t o l l e d E x p r e s s L a n e s c o n n e c t i v i t y t o 1 - 1 5 a n d i m p r o v e m e n t s t o t h e S R -
9 1 / 1 - 1 5 a n d S R - 9 1 / S R - 7 1 i n t e r c h a n g e s . T h e S R - 9 1 c o r r i d o r i m p r o v e m e n t s p r o j e c t c o s t
i s e s t i m a t e d a t $ 1 . 6 b i l l i o n , a n d p r o j e c t d e v e l o p m e n t a c t i v i t i e s b e g a n i n S e p t e m b e r
2 0 0 7 . T h e p r o j e c t i s e x p e c t e d t o b e c o m p l e t e d a n d o p e n t o t r a f f i c i n D e c e m b e r 2 0 1 6 .
F Y 2 0 0 9 / 1 0 C o s t $ 1 3 , 2 5 0 , 0 0 0 P r e l i m i n a r y e n g i n e e r i n g
$ 2 4 , 2 5 0 , 0 0 0 R i g h t o f w a y a c q u i s i t i o n
$ 8 , 4 2 5 , 0 0 0 D e s i g n - b u i l d
$ 4 , 6 1 3 , 8 0 0 O t h e r p r o j e c t - r e l a t e d c o s t s , i n c l u d i n g t o l l
f e a s i b i l i t y w o r k
M e a s u r e A B u d g e t I m p a c t P r o j e c t d e v e l o p m e n t c o s t s w i l l b e f u n d e d u s i n g
c o m m e r c i a l p a p e r p r o c e e d s a s a d v a n c e f u n d i n g o f 2 0 0 9
M e a s u r e A h i g h w a y f u n d s . T o l l r e v e n u e b o n d s a r e
e x p e c t e d t o b e i s s u e d i n 2 0 1 1 t o p r o v i d e p r o j e c t f i n a n c i n g
a n d r e i m b u r s e t h e 2 0 0 9 M e a s u r e A f o r t o l l - r e l a t e d p r o j e c t
c o s t s n o t c o v e r e d b y t h e 2 0 0 9 M e a s u r e A .
O p e r a t i n g B u d g e t I m p a c t O p e r a t i o n a n d m a i n t e n a n c e o f f u t u r e t o l l e d E x p r e s s
L a n e s f a c i l i t i e s a r e t h e r e s p o n s i b i l i t y o f t h e C o m m i s s i o n ,
w h i l e a l l o t h e r s t a t e h i g h w a y o p e r a t i o n s a r e t h e
r e s p o n s i b i l i t y o f C a l t r a n s . P r e l i m i n a r y e s t i m a t e s o f a n n u a l
o p e r a t i n g a n d m a i n t e n a n c e c o s t s a r e $ 7 , 8 0 0 , 0 0 0 . S u c h
c o s t s w i l l b e p a i d f r o m t h e c o l l e c t i o n o f t o l l r e v e n u e s .
S R - 9 1 / S R - 7 1 C o n n e c t o r s ( P 3 0 2 1 )
C o n t i n u e p r e l i m i n a r y e n g i n e e r i n g a n d e n v i r o n m e n t a l s t u d i e s f o r i n t e r c h a n g e
i m p r o v e m e n t s t o t h e S R - 9 1 / S R - 7 1 i n t e r c h a n g e . T h e t o t a l e s t i m a t e d p r o j e c t c o s t i s $ 1 3 6
1 9 6
million. Preliminary engineering began in February 2008, and construction of the project
is expected to be completed by December 2016.
FY 2009/10 Cost $ 2,901,600 Preliminary engineering
$ 94,400 Other project -related costs
Measure A Budget Impact Costs will be funded using STIP-RIP funds and
commercial paper proceeds as advance funding of 2009
Measure A highway funds. Toll revenue bonds are
expected to be issued in 2011 to provide project financing
and reimburse the 2009 Measure A for project costs not
covered by the 2009 Measure A.
Operating Budget Impact N/A; state highway operations are the responsibility of
Caltrans.
SR-91 HOV Lanes/Adams Street to SR-60/SR-9111-215 Interchange (P3005)
Continue final design, right of way acquisitions, and construction. Preliminary
engineering began in 2001. Construction of the project should be completed in the
summer of 2015. The estimated total project cost is $273 million.
FY 2009/10 Cost $ 215,000 Final design
$25,609,500 Right of way acquisition/support services
$ 468,800 Other project -related costs
Measure A Budget Impact Final design costs will be funded using LONP funds
received and CMAQ with 1989 Measure A highway funds
for local match. Right of way costs will be funded using
STIP-RIP, Traffic Congestion Relief Program, CMAQ, and
Measure A highway funds. CMAQ and CMIA funds
generated by Proposition 1 B will be used for construction
activities.
Operating Budget Impact N/A; state highway operations are the responsibility of
Caltrans.
SR-91/La Sierra Avenue Interchange (P3014)
Provide funding and support to start construction to widen and fully improve La Sierra
Avenue from SR-91 to El Sobrante Road. This project is expected to be completed in
2009.
FY 2009/10 Cost $ 3,200,000 Construction
Measure A Budget Impact Costs will be funded using 1989 Measure A highway
funds with the city of Riverside as lead agency. The
Measure A funding commitment for this project was $27.2
million.
Operating Budget Impact N/A; state highway and regional arterial operations are the
responsibility of Caltrans and the local jurisdiction,
respectively.
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197
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S R - 9 1 / V a n B u r e n B o u l e v a r d I n t e r c h a n g e ( P 3 0 0 8 )
P r o v i d e f u n d i n g a n d s u p p o r t f o r c o n s t r u c t i o n t o w i d e n a n d f u l l y i m p r o v e t h e i n t e r c h a n g e
a t V a n B u r e n B o u l e v a r d . T h i s p r o j e c t i s e x p e c t e d t o b e c o m p l e t e d i n 2 0 1 0 .
F Y 2 0 0 9 / 1 0 C o s t $ 7 , 6 0 0 , 0 0 0 C o n s t r u c t i o n
$ 5 , 0 0 0 O t h e r p r o j e c t - r e l a t e d c o s t s
M e a s u r e A B u d g e t I m p a c t C o s t s w i l l b e f u n d e d u s i n g 1 9 8 9 M e a s u r e A h i g h w a y
f u n d s w i t h t h e c i t y o f R i v e r s i d e a s l e a d a g e n c y . T h e
M e a s u r e A f u n d i n g c o m m i t m e n t f o r t h i s p r o j e c t w a s $ 7 . 6
m i l l i o n .
O p e r a t i n g B u d g e t I m p a c t N I A ; s t a t e h i g h w a y a n d r e g i o n a l o p e r a t i o n s a r e t h e
r e s p o n s i b i l i t y o f C a l t r a n s a n d t h e l o c a l j u r i s d i c t i o n ,
r e s p e c t i v e l y .
I - 1 5 C o r r i d o r I m p r o v e m e n t s ( P 3 0 2 7 )
C o n t i n u e p r e l i m i n a r y e n g i n e e r i n g a n d e n v i r o n m e n t a l s t u d i e s t o a d d t w o t o l l e d E x p r e s s
L a n e s a n d o n e m i x e d f l o w l a n e i n e a c h d i r e c t i o n f r o m t h e S a n B e r n a r d i n o C o u n t y l i n e t o
S R - 7 4 a n d t o a d d o n e H O V l a n e i n e a c h d i r e c t i o n f r o m S R - 7 4 t o 1 - 2 1 5 . P r e l i m i n a r y
e n g i n e e r i n g a n d e n v i r o n m e n t a l w o r k s t a r t e d i n A p r i l 2 0 0 8 a n d i s s c h e d u l e d f o r
c o m p l e t i o n i n 2 0 1 2 , C o n s t r u c t i o n i s e x p e c t e d t o s t a r t i n 2 0 1 5 a n d c o n c l u d e b y 2 0 1 9 .
T h e t o t a l p r o j e c t c o s t i s e s t i m a t e d t o b e $ 1 . 7 b i l l i o n .
F Y 2 0 0 9 / 1 0 C o s t
M e a s u r e A B u d g e t I m p a c t
O p e r a t i n g B u d g e t I m p a c t
$ 1 2 , 0 0 0 , 0 0 0 P r e l i m i n a r y e n g i n e e r i n g
$ 1 0 , 0 0 0 R i g h t o f w a y a c q u i s i t i o n / s u p p o r t s e r v i c e s
$ 4 8 2 , 0 0 0 O t h e r p r o j e c t - r e l a t e d c o s t s
P r o j e c t d e v e l o p m e n t c o s t s w i l l b e f u n d e d u s i n g 2 0 0 9
M e a s u r e A h i g h w a y f u n d s , i n c l u d i n g c o m m e r c i a l p a p e r
p r o c e e d s a s a d v a n c e f u n d i n g . T o l l r e v e n u e b o n d s a r e
e x p e c t e d t o b e i s s u e d i n 2 0 1 5 t o p r o v i d e p r o j e c t f i n a n c i n g
a n d r e i m b u r s e t h e 2 0 0 9 M e a s u r e A f o r t o l l - r e l a t e d p r o j e c t
c o s t s n o t c o v e r e d b y t h e 2 0 0 9 M e a s u r e A .
O p e r a t i o n a n d m a i n t e n a n c e o f f u t u r e E x p r e s s L a n e s
f a c i l i t i e s a r e t h e r e s p o n s i b i l i t y o f t h e C o m m i s s i o n , w h i l e a l l
o t h e r f e d e r a l a n d s t a t e h i g h w a y o p e r a t i o n s a r e t h e
r e s p o n s i b i l i t y o f C a l t r a n s . P r e l i m i n a r y e s t i m a t e s o f
o p e r a t i n g a n d m a i n t e n a n c e c o s t s a r e $ 1 5 m i l l i o n . S u c h
c o s t s w i l l b e p a i d f r o m t h e c o l l e c t i o n o f t o l l r e v e n u e s .
1 - 2 1 5 / S R - 6 0 E a s t J u n c t i o n H O V L a n e C o n n e c t o r s ( P 3 0 1 7 )
S u b s t a n t i a l l y c o m p l e t e f i n a l d e s i g n a n d r i g h t o f w a y a c q u i s i t i o n . P r e l i m i n a r y e n g i n e e r i n g
b e g a n i n 2 0 0 6 . C o n s t r u c t i o n o f t h e p r o j e c t i s e x p e c t e d t o b e c o m p l e t e d b y 2 0 1 2 . T h e
t o t a l p r o j e c t c o s t i s e s t i m a t e d a t $ 5 9 m i l l i o n .
1 9 8
FY 2009/10 Cost $ 315,000 Final design
$ 895,000 Construction
$ 812,300 Right of way acquisition/support services
$ 373,900 Other project -related costs
Measure A Budget Impact Costs will be funded using CMAQ and SIP funds with
1989 Measure A highway funds for local match for final
design. STP funds with 1989 Measure A highway funds
for local match funds will be used for right of way. STP
and CMAQ, with STIP-RIP and STIP-IIP for local match
funds, as well as lease proceeds will be used for
construction.
Operating Budget Impact N/A; state highway operations are the responsibility of
Caltrans.
1-215 Mixed Flow Lanes/1-15 to Scott Road (P3022)
Continue final design to add one mixed flow lane in each direction. Preliminary
engineering began in 2007 and was completed in 2008. Final design began in 2008.
Construction of the project is expected to begin in early 2011 and finish in 2013. The
total project cost is estimated at $64 million.
FY 2009/10 Cost $ 2,400,000 Final design and engineering
$ 142,400 Other project -related costs
Measure A Budget Impact Costs will be funded using STIP-RIP funds and 2009
Measure A highway funds; CMIA funds generated by
Proposition 1B bonds will be used for construction
activities.
Operating Budget Impact N/A; federal highway operations are the responsibility of
Caltrans.
I-215 Mixed Flow Lanes/Scott Road to Nuevo Road (P3023)
Continue preliminary engineering and environmental documentation to add one mixed
flow lane in each direction. Preliminary engineering began in 2007. Final design is
expected to begin in 2011, and construction will begin two years later. Construction of
the project is expected to be completed by 2016. The total project cost is estimated at
$188 million.
FY 2009/10 Cost $ 2,400,000 Preliminary engineering
$ 1,523,000 Right of way acquisition/support services
$ 165,200 Other project -related costs
Measure Budget Impact Costs will be funded using STIP-RIP funds and 2009
Measure A highway funds.
Operating Budget Impact N/A; federal highway operations are the responsibility of
Caltrans.
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199
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1 - 2 1 5 H O V L a n e s / N u e v o R o a d t o B o x S p r i n g s R o a d ( P 3 0 2 4 )
C o m m e n c e p r e l i m i n a r y e n g i n e e r i n g t o a d d o n e H O V l a n e i n e a c h d i r e c t i o n . P r e l i m i n a r y
e n g i n e e r i n g i s e x p e c t e d t o b e g i n i n 2 0 1 0 w i t h c o n s t r u c t i o n e x p e c t e d t o b e c o m p l e t e d b y
2 0 1 7 . T h e t o t a l p r o j e c t c o s t i s e s t i m a t e d a t $ 2 8 0 m i l l i o n .
F Y 2 0 0 9 / 1 0 C o s t $ 2 , 0 0 0 , 0 0 0 P r e l i m i n a r y e n g i n e e r i n g
$ 7 8 , 6 0 0 O t h e r p r o j e c t - r e l a t e d c o s t s
M e a s u r e A B u d g e t I m p a c t C o s t s w i l l b e f u n d e d u s i n g 2 0 0 9 M e a s u r e A h i g h w a y
f u n d s .
O p e r a t i n g B u d g e t I m p a c t N / A ; f e d e r a l h i g h w a y o p e r a t i o n s a r e t h e r e s p o n s i b i l i t y o f
C a l t r a n s .
1 - 2 1 5 S o u t h b o u n d t o 1 - 1 5 C o n n e c t o r W i d e n i n g G a p C l o s u r e ( P 3 0 3 1 )
C o m m e n c e p r e l i m i n a r y e n g i n e e r i n g t o w i d e n s o u t h b o u n d c o n n e c t o r t o 1 - 1 5 . P r e l i m i n a r y
e n g i n e e r i n g i s e x p e c t e d t o b e g i n i n 2 0 0 9 w i t h c o n s t r u c t i o n e x p e c t e d t o b e c o m p l e t e d b y
2 0 1 2 . T h e t o t a l p r o j e c t c o s t i s e s t i m a t e d a t $ 8 . 5 m i l l i o n .
F Y 2 0 0 9 / 1 0 C o s t $ 6 0 0 , 0 0 0 P r e l i m i n a r y e n g i n e e r i n g
$ 7 8 , 9 0 0 O t h e r p r o j e c t - r e l a t e d c o s t s
M e a s u r e A B u d g e t I m p a c t C o s t s w i l l b e f u n d e d u s i n g 2 0 0 9 M e a s u r e A h i g h w a y
f u n d s .
O p e r a t i n g B u d g e t I m p a c t N / A ; f e d e r a l h i g h w a y o p e r a t i o n s a r e t h e r e s p o n s i b i l i t y o f
C a l t r a n s .
1 - 2 1 5 B i c o u n t y P r o j e c t ( P 3 0 1 2 )
C o n t i n u e t o f u n d t h e P r o j e c t S t u d y R e p o r t a n d E I R / E I S o n t h e 1 - 2 1 5 N o r t h f r o m
R i v e r s i d e t o t h e S a n B e r n a r d i n o C o u n t y l i n e t h r o u g h a c o o p e r a t i v e a g r e e m e n t w i t h
S A N B A G . P r e l i m i n a r y e n g i n e e r i n g b e g a n i n 2 0 0 3 . C o n s t r u c t i o n o f t h e p r o j e c t s h o u l d b e
c o m p l e t e d b y 2 0 4 0 . T h e t o t a l e s t i m a t e d p r o j e c t c o s t i s $ 1 . 4 b i l l i o n .
F Y 2 0 0 9 / 1 0 C o s t $ 5 0 0 , 0 0 0 P r e l i m i n a r y e n g i n e e r i n g a n d
e n v i r o n m e n t a l
$ 1 5 , 3 0 0 O t h e r p r o j e c t - r e l a t e d c o s t s
M e a s u r e A B u d g e t I m p a c t C u r r e n t p h a s e c o s t s o f t h i s p r o j e c t w i l l b e f u n d e d u s i n g
2 0 0 9 M e a s u r e A h i g h w a y f u n d s .
O p e r a t i n g B u d g e t I m p a c t N / A ; f e d e r a l h i g h w a y o p e r a t i o n s a r e t h e r e s p o n s i b i l i t y o f
C a l t r a n s .
1 - 2 1 5 B i c o u n t y H O V I n t e r i m P r o j e c t ( P 3 0 3 0 )
C o n t i n u e t o f u n d p r e l i m i n a r y d e s i g n p h a s e t o a d d o n e H O V l a n e i n e a c h d i r e c t i o n o n t h e
1 - 2 1 5 N o r t h f r o m t h e c i t y o f R i v e r s i d e t o t h e S a n B e r n a r d i n o C o u n t y l i n e t h r o u g h a
c o o p e r a t i v e a g r e e m e n t w i t h S A N B A G , w h i c h h a s a m a t c h u p p r o j e c t n o r t h f r o m t h e S a n
2 0 0
Bernardino County line to 1-10. Preliminary engineering will begin in 2009. Construction
is estimated to be completed by 2014. The total project cost is $167 million.
FY 2009/10 Cost
Measure A Budget Impact
Operating Budget Impact
$ 878,800 Preliminary engineering and
environmental
$ 31,800 Other project -related costs
Costs will be funded using 2009 Measure A highway
funds.
N/A; federal highway operations are the responsibility of
Caltrans.
Mid County Parkway (P2302 & P5123)
Perform activities related to the development of a project report and environmental
document for a new corridor from 1-15 to SR-79. Preliminary engineering began in FY
2003/04, and this phase is anticipated to be completed in 2010. Construction of this new
facility will be completed over many years as funding becomes available and is
estimated to cost $3.1 billion.
FY 2009/10 Cost
Measure A Budget Impact
Operating Budget Impact
Preliminary engineering and
environmental
Right of way acquisition/support services
Other project -related costs
Costs will be funded with TUMF CETAP funds and 2009
Measure A new corridor funds.
N/A; responsibility for highway operations has not been
determined.
$ 782,500
$ 6,270,000.
$ 331,400
Various Western County TUMF Regional Arterial Projects
(P5102, P5103, P5104, P5105, P5106, P5107, P5108, P5110, P5111, P5113, P5114,
P5115, P5116, P5118, P5121, P5125, & P5128)
Provide TUMF funding and support for the engineering, right of way, and construction
activities related to various Western County TUMF regional arterial projects approved
by the Commission in September 2004 following a call for projects. Total project costs
approved for TUMF regional arterial projects approximate $73 million.
FY 2009/10 Cost
Measure A Budget Impact
Operating Budget Impact
$ 3,758,000 Engineering and design
$10,459,000 Construction
$12,083,000 Right of way
None; costs will be funded using TUMF
funds with various local jurisdictions as
their respective projects.
N/A; regional arterial operations are the
the local jurisdictions.
regional arterial
lead agency for
responsibility of
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C o a c h e l l a V a l l e y H i g h w a y a n d R e g i o n a l A r t e r i a l P r o j e c t s
S R - 1 1 1 C i t y P r o j e c t s ( P 3 4 1 3 , 3 4 1 5 , & P 3 4 1 6 )
P r o v i d e f u n d i n g a n d s u p p o r t t o c o m p l e t e s i g n a l a n d l o c a l i n t e r s e c t i o n w i d e n i n g
i m p r o v e m e n t s a l o n g S R - 1 1 1 a n d S R - 8 6 a s a r e s u l t o f t h e c o o p e r a t i v e l y p r o g r a m m e d
1 9 8 9 M e a s u r e A h i g h w a y p r o g r a m f u n d s b y t h e C o m m i s s i o n a n d C V A G . I n 2 0 0 3 n i n e
p r o j e c t s i n t h e c i t i e s o f C a t h e d r a l C i t y , I n d i o , L a Q u i n t a , a n d R a n c h o M i r a g e a n d t h e
C o u n t y w e r e a p p r o v e d f o r 1 9 8 9 M e a s u r e A h i g h w a y f u n d i n g . A s a m e n d e d i n D e c e m b e r
2 0 0 7 , t o t a l i n g f u n d i n g o f t h e s e p r o j e c t s a p p r o x i m a t e s $ 2 4 . 4 m i l l i o n . S u b s t a n t i a l l y a l l o f
t h e p r o j e c t s h a v e b e e n c o m p l e t e d , w i t h t h e e x c e p t i o n o f f o u r p r o j e c t s w i t h p r o j e c t e d
r e m a i n i n g f u n d i n g c o m m i t m e n t s o f $ 9 . 4 a s o f J u n e 3 0 , 2 0 0 9 ; h o w e v e r , d u e t o t h e
e x p i r a t i o n o f t h e 1 9 8 9 M e a s u r e A o n J u n e 3 0 , 2 0 0 9 , s u f f i c i e n t f u n d s a r e n o t a v a i l a b l e i n
e x c e s s o f $ 6 . 7 m i l l i o n .
F Y 2 0 0 9 / 1 0 C o s t
M e a s u r e A B u d g e t I m p a c t
O p e r a t i n g B u d g e t I m p a c t
$ 6 , 7 1 9 , 3 0 0 C o n s t r u c t i o n p r o j e c t s i n t h e c i t i e s o f
C a t h e d r a l C i t y , I n d i o , a n d L a Q u i n t a
C o s t s w i l l b e f u n d e d u s i n g 1 9 8 9 M e a s u r e A h i g h w a y
f u n d s w i t h e a c h c i t y o r t h e C o u n t y a s l e a d a g e n c y f o r i t s
r e s p e c t i v e p r o j e c t .
N / A ; s t a t e h i g h w a y o p e r a t i o n s a r e t h e r e s p o n s i b i l i t y o f
C a l t r a n s .
M S H C P L a n d A c q u i s i t i o n i n C o a c h e l l a V a l l e y ( P 8 1 0 0 )
P r o v i d e f u n d i n g a n d s u p p o r t f o r t h e a c q u i s i t i o n o f l a n d a s m i t i g a t i o n f o r t h e c u m u l a t i v e
a n d i n d i r e c t i m p a c t s a s s o c i a t e d w i t h c o n s t r u c t i o n o f f u t u r e h i g h w a y a n d r e g i o n a l a r t e r i a l
p r o j e c t s a s r e q u i r e d b y 2 0 0 9 M e a s u r e A u n d e r a n a d v a n c e f u n d i n g a g r e e m e n t w i t h
C V A G . I n S e p t e m b e r 2 0 0 5 t h e C o m m i s s i o n a p p r o v e d t h e a d v a n c e f u n d i n g o f 2 0 0 9
M e a s u r e A h i g h w a y a n d r e g i o n a l a r t e r i a l f u n d s i n t h e a m o u n t o f $ 1 5 . 0 2 5 m i l l i o n f o r
C V A G ' s l a n d m i t i g a t i o n a c q u i s i t i o n s . C V A G b e g a n e x p e n d i n g t h e s e f u n d s i n F Y
2 0 0 8 / 0 9 f o l l o w i n g c o m p l e t i o n o f f e d e r a l p e r m i t a n d o t h e r m a t t e r s . A s o f J u n e 3 0 , 2 0 0 9 ,
t h e p r o j e c t e d r e m a i n i n g f u n d i n g c o m m i t m e n t f o r t h i s p r o j e c t i s a p p r o x i m a t e l y $ 1 4 . 7
m i l l i o n .
F Y 2 0 0 9 / 1 0 C o s t
M e a s u r e A B u d g e t I m p a c t
O p e r a t i n g B u d g e t I m p a c t
$ 8 , 0 0 0 , 0 0 0 L a n d a c q u i s i t i o n
C o s t s w i l l b e f u n d e d u s i n g c o m m e r c i a l p a p e r p r o c e e d s a s
a d v a n c e f u n d i n g o f 2 0 0 9 M e a s u r e A h i g h w a y a n d
r e g i o n a l a r t e r i a l f u n d s .
N / A ; l a n d m i t i g a t i o n o p e r a t i o n s a r e t h e r e s p o n s i b i l i t y o f
C V A G .
2 0 2
Various Coachella Valley Highway and Regional Arterial Projects (P8100)
Provide funding and support for the Monterey Avenue corridor in Rancho Mirage and
Jackson Street, Avenue 42, and Jefferson Street in Indio under an advance funding
agreement with CVAG. In September 2005 the Commission approved the advance
funding of 2009 Measure A highway and regional arterial funds in the amount of
$28.275 million for nine regional transportation projects in the cities of Coachella, Indio,
Palm Desert, and Rancho Mirage and the County. As of June 30, 2009, the projected
remaining funding commitments for these projects are approximately $17.0 million.
FY 2009/10 Cost
Measure A Budget Impact
Operating Budget Impact
$ 8,990,000 Construction
Costs will be funded using commercial paper proceeds as
an advance of 2009 Measure A regional arterial funds
with the cities of Indio and Rancho Mirage as lead
agencies for their respective projects.
N/A; regional arterial operations are the responsibility of
the local jurisdictions.
Rail Projects
Perris Valley Line and Other Related Projects (P3800, P3823, P3824, & P3999)
Continue preliminary engineering and right of way acquisition and complete
environmental clearance for extension of commuter rail services to Perris. Project
commenced in December 2007 when the Commission received approval from FTA to
move into project development. Other related projects include adding a fourth main
track between the Riverside Downtown station to the connector to the SJBL branch line
at Highgrove as well as right of way acquisition. Expected completion date is December
2012 for a total project cost of $169 million.
FY 2009/10 Cost $12,300,000 Preliminary engineering/support services
$ 5,200,000 Construction/support services
$30,410,000 Right of way acquisition/support services
$ 7,032,000 Other project -related costs
Measure A Budget Impact Costs will be funded using FTA and 1989 Measure A rail
funds as well as proceeds from sales of surplus
properties. Subsequent year costs will also include STIP
funding.
Operating Budget Impact Rail station operations related to this project, which will be
the responsibility of the Commission upon completion of
the project, will be funded with LTF and property
management fees. Rail service and capital operations will
be the responsibility of Metrolink and will be funded by the
Commission with LTF and STA based on an allocation
determined by Metrolink. Annual station operations
approximate $300,000 per station, or $1,500,000 annually
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i n t h e a g g r e g a t e f o r f i v e p r o p o s e d s t a t i o n s .
P e r r i s M u l t i m o d a l T r a n s p o r t a t i o n F a c i l i t y ( P 3 8 1 6 )
C o m p l e t e c o n s t r u c t i o n o f t h e P e r r i s m u l t i m o d a l f a c i l i t y P h a s e I . C o n t r a c t o r c o m m e n c e d
c o n s t r u c t i o n i n J a n u a r y 2 0 0 9 , w i t h a n e x p e c t e d c o m p l e t i o n o f S e p t e m b e r 2 0 0 9 f o r a
t o t a l c o n s t r u c t i o n c o s t o f $ 5 m i l l i o n .
F Y 2 0 0 9 / 1 0 C o s t
M e a s u r e A B u d g e t I m p a c t
O p e r a t i n g B u d g e t I m p a c t
$ 3 , 5 6 0 , 0 0 0 C o n s t r u c t i o n a n d s u p p o r t s e r v i c e s
$ 1 2 , 0 0 0 R i g h t o f w a y a c q u i s i t i o n / s u p p o r t s e r v i c e s
$ 9 1 , 9 0 0 O t h e r p r o j e c t - r e l a t e d c o s t s
N o n e ; c o s t s w i l l b e f u n d e d u s i n g F T A S e c t i o n 5 3 0 9 b u s
f u n d s , T E , T U M F r e g i o n a l t r a n s i t , p a s s - t h r o u g h f u n d s
f r o m R T A , P r o p o s i t i o n 1 B P T M I S E A , a n d a M e a s u r e A
c o n t r i b u t i o n f r o m t h e C o m m u t e r A s s i s t a n c e P r o g r a m .
O p e r a t i o n s o f t h i s f a c i l i t y w i l l b e t h e r e s p o n s i b i l i t i e s o f t h e
C o m m i s s i o n a n d R T A , a s d e f i n e d i n a c o o p e r a t i v e
a g r e e m e n t . O f t h e e s t i m a t e d $ 7 6 , 1 0 0 a n n u a l o p e r a t i n g
c o s t s , t h e C o m m i s s i o n w i l l b e r e s p o n s i b l e f o r
a p p r o x i m a t e l y $ 3 1 , 0 0 0 t o b e f u n d e d b y 1 9 8 9 a n d 2 0 0 9
M e a s u r e A C o m m u t e r A s s i s t a n c e f u n d s .
N o r t h M a i n C o r o n a S t a t i o n P a r k i n g S t r u c t u r e ( P 3 8 0 8 )
C o m p l e t e c o n s t r u c t i o n o f a 1 , 0 0 0 s p a c e p a r k i n g s t r u c t u r e a t t h e N o r t h M a i n C o r o n a
s t a t i o n . C o n s t r u c t i o n c o m m e n c e d i n J a n u a r y 2 0 0 8 w i t h a n e x p e c t e d c o m p l e t i o n d a t e o f
S e p t e m b e r 2 0 0 9 f o r a t o t a l c o n s t r u c t i o n c o s t o f $ 2 1 m i l l i o n .
F Y 2 0 0 9 / 1 0 C o s t
M e a s u r e A B u d g e t I m p a c t
O p e r a t i n g B u d g e t I m p a c t
$ 1 , 4 0 0 , 0 0 0 C o n s t r u c t i o n a n d s u p p o r t s e r v i c e s
$ 4 2 , 9 0 0 O t h e r p r o j e c t - r e l a t e d c o s t s
N o n e ; c o s t s w i l l b e f u n d e d u s i n g S T I P - I I P f u n d s , C M A Q ,
S T A , L T F , a n d F T A S e c t i o n 5 3 0 7 f u n d s .
O p e r a t i o n s o f t h i s p a r k i n g s t r u c t u r e w i l l b e t h e
r e s p o n s i b i l i t y o f t h e C o m m i s s i o n . A n n u a l o p e r a t i n g c o s t s
a r e e s t i m a t e d a t $ 3 0 0 , 0 0 0 t o b e f u n d e d w i t h L T F .
L a S i e r r a S t a t i o n P a r k i n g E x p a n s i o n ( P 3 8 0 9 )
C o m m e n c e f i n a l d e s i g n a n d c o n s t r u c t i o n f o r t h e p a r k i n g e x p a n s i o n a t t h e L a S i e r r a
s t a t i o n t o a c c o m m o d a t e p u b l i c b u s t r a n s i t c o n n e c t i o n s a n d p r o v i d e p a r k a n d r i d e
f a c i l i t i e s f o r c o m m u t e r s . C o n s t r u c t i o n i s e x p e c t e d t o b e c o m p l e t e d b y M a y 2 0 1 0 .
F Y 2 0 0 9 / 1 0 C o s t
M e a s u r e A B u d g e t I m p a c t
$ 6 0 , 0 0 0 F i n a l d e s i g n
$ 2 , 0 0 0 , 0 0 0 C o n s t r u c t i o n
$ 1 1 1 , 8 0 0 O t h e r p r o j e c t - r e l a t e d c o s t s
C o s t s w i l l b e f u n d e d u s i n g P r o p o s i t i o n 1 B P T M I S E A a n d
1 9 8 9 M e a s u r e A r a i l a n d c o m m u t e r a s s i s t a n c e f u n d s .
2 0 4
Operating Budget Impact Operations of this parking expansion will be the
responsibility of the Commission. Annual operating costs
are estimated at $100,000 to be funded with LTF.
Riverside Downtown Layover Facility (P3822)
Commence preliminary engineering, final design, and right of way activities for a
Riverside Downtown station layover facility. Project development activities will
commence in July 2009, and the project is expected to be completed by 2011.
FY 2009/10 Cost $ 550,000 Preliminary engineering and final design
$ 5,500,000 Right of way acquisition/support services
$ 310,000 Other project -related costs
Measure A Budget Impact Costs will be funded using 1989 Measure A rail funds.
Operating Budget Impact Operations of the layover facility will be assumed by
Metrolink upon completion.
Station Rehabilitation and Security Projects (P4011 & P4012)
Continue various station rehabilitation and security projects. In April 2008, the
Commission approved the Commuter Rail Station Rehabilitation Maintenance Plan with
initial phase costs estimated at $2.5 million. The Commission approved a
Comprehensive Station Security Upgrade Program in July 2008 at an estimated cost of
$368,000. Several contracts have been awarded and are in progress.
FY 2009/10 Cost $ 150,000 Final design (rehabilitation)
$ 500,000 Construction (rehabilitation)
$ 1,048,500 Other project -related costs (rehabilitation)
$ 342,700 Other project -related costs (security)
Measure A Budget Impact Costs will be funded using LTF capital, Measure A rail,
and Proposition 1 B PTMISEA and CTSGP-CTAF funds.
Operating Budget Impact Operating costs at the stations are expected to decrease
as a result of the rehabilitation projects; however, the
savings have not yet been determined.
Local Streets and Roads
Annually monitor the MOE requirements to ensure local agencies are expending funds
according to the 2009 Measure A ordinance. Review local agency 5-year capital
improvement plans to ensure Measure A funds are expended on eligible local street and
road projects.
Western County Area
Distribute local return funding for local streets and roads projects in Western County.
FY 2009/10 Cost $ 416,000 Banning
•
0
205
461,000
107,000
136,000
2,911,000
1,201,000
831,000
928,000
2,615,000
1,564,000
495,000
831,000
5,102,000
5,485,000
2,046,000
399,000
5,223, 000
Beaumont
Calimesa
Canyon Lake
Corona
Hemet
Lake Elsinore
Menifee
Moreno Valley
Murrieta
Norco
Perris
Riverside
San Jacinto
Temecula
Wildomar
Riverside County
$25,751,000 Total Western County
Measure A Budget Impact All costs will be distributed in accordance with 2009
Measure A local street and road funds.
Operating Budget Impact N/A; local streets and roads operations are the
responsibility of the local jurisdiction.
Coachella Valley
Distribute local return funding for local streets and roads projects in Coachella Valley.
FY 2009/10 Cost
$ 1,134,000
463,000
316,000
187,000
1,267,000
0
2,031,000
1,381,000
718,000
1,339, 000
1,105, 000
Cathedral City
Coachella
Desert Hot Springs
Indian Wells
Indio
La Quinta
Palm Desert
Palm Springs
Rancho Mirage
Riverside County
CVAG
9,941,000 Total Coachella Valley
(505,000) Less: debt service payments
$ 9,436,000 Total Coachella Valley, net
Measure A Budget Impact All costs will be distributed in accordance with 2009
Measure A local streets and roads funds.
Operating Budget Impact N/A; local streets and roads operations are the
responsibility of the local jurisdiction.
206
Palo Verde Valley Area
•
Distribute local return funding for local streets and roads projects in Palo Verde Valley.
FY 2009/10 Cost $ 826,000 Blythe
73,000 Riverside County
899,000 Total Palo Verde Valley
(177,100) Less: debt service payments
$ 721,900 Total Palo Verde Valley, net
Measure A Budget Impact All costs will be distributed in accordance with 2009
Measure A local streets and roads funds.
Operating Budget Impact N/A; local streets and roads operations are the
responsibility of the local jurisdiction.
•
207
SECTION 8
C4AAAAUMTY PROFILE1
208
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C o m m u n i t y P r o f i l e
R i v e r s i d e C o u n t y i s t h e f o u r t h l a r g e s t c o u n t y i n C a l i f o r n i a , s t r e t c h i n g w e s t w a r d n e a r l y 2 0 0 m i l e s
f r o m t h e C o l o r a d o R i v e r a n d c o m p r i s i n g m o r e t h a n 7 2 0 0 s q u a r e m i l e s t h a t i n c l u d e 2 4
i n c o r p o r a t e d c i t i e s . R i v e r s i d e C o u n t y c a n t r a c e i t s b e g i n n i n g b a c k t o 1 8 9 3 w h e n v o t e r s a p p r o v e d
t h e f o r m a t i o n o f a n e w c o u n t y . T h e a r e a w a s c a r v e d f r o m p a r t s o f S a n B e m a r d i n o a n d S a n D i e g o
c o u n t i e s .
I n i t s 1 1 5 y e a r s o f e x i s t e n c e , t h e C o u n t y ' s e c o n o m y h a s d i v e r s i f i e d a n d p r o s p e r e d . O r i g i n a l l y ,
R i v e r s i d e C o u n t y w a s a v e r y a g r i c u l t u r a l a r e a , k n o w n f o r a w i d e v a r i e t y o f c r o p s g r o w n o n i t s
f e r t i l e s o i l s . T h e C o u n t y r e m a i n s a s t r o n g a g r i c u l t u r a l a r e a , b u t i t i s i n c r e a s i n g l y b e c o m i n g a
l e a d e r i n m a n u f a c t u r i n g , t r a n s p o r t a t i o n , c o n s t r u c t i o n , a n d t o u r i s m .
T h e s u c c e s s o f t h e a r e a h a s b r o u g h t d r a m a t i c p o p u l a t i o n g r o w t h t o R i v e r s i d e C o u n t y ( C h a r t 4 6 ) .
S i n c e t h e 1 9 8 0 ' s , t h e C o u n t y h a s b e e n o n e o f t h e f a s t e s t g r o w i n g c o u n t i e s i n t h e s t a t e . T h e
a v a i l a b l e a n d a f f o r d a b l e h o u s i n g i n R i v e r s i d e C o u n t y h a s a t t r a c t e d m a n y p e o p l e t o t h e C o u n t y ;
h o w e v e r , a h o u s i n g s l o w d o w n h a s o c c u r r e d i n r e c e n t y e a r s p r i m a r i l y a s a r e s u l t o f t h e e f f e c t o f
t h e s u b p r i m e m o r t g a g e s a n d t h e e n s u i n g c r e d i t c r i s i s ( C h a r t 4 7 ) . D u r i n g t h e g r o w t h p e r i o d , j o b s
a l s o i n c r e a s e d a s m a n y f i r m s r e l o c a t e t o t h e a r e a a n d m o v e a w a y f r o m o l d e r c o m m u n i t i e s ;
h o w e v e r , t h e c u r r e n t e c o n o m i c s l o w d o w n h a s c a u s e d t h e C o u n t y ' s u n e m p l o y m e n t r a t e t o e d g e
u p f r o m i t s n e a r a l l - t i m e l o w s ( C h a r t 4 8 ) .
T h e o v e r a l l e c o n o m i c o u t l o o k f o r R i v e r s i d e C o u n t y i s e x p e c t e d t o i m p r o v e b y 2 0 1 1 b a s e d o n
v a r i o u s e c o n o m i c f o r e c a s t s . T h e a r e a i s p r e p a r i n g f o r i t s f u t u r e a s w e l l i n s u p p o r t i n g b e t t e r
e d u c a t i o n . T h e C o u n t y i s h o m e t o a n u m b e r o f c o l l e g e s a n d u n i v e r s i t i e s i n c l u d i n g U C R i v e r s i d e .
C h a r t 4 6 - P o p u l a t i o n
2 , 5 0 0 , 0 0 0
2 , 0 0 0 , 0 0 0
1 , 5 0 0 , 0 0 0
1 , 0 0 0 , 0 0 0
5 0 0 , 0 0 0
0
S o u r c e : C a l i f o r n i a D e p a r t m e n t o f F i n a n c e
2 0 9
Chart 47 - New Home Sales
30,000
25,000
20,000
15,000
10,000
5,000
0
1994
Source: Dataquidc
1996
1998
Chart 48 - Unemployment Rate
2000
2002
2004
1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008
Source: California Employment Development Department
2006
2008
As a result of these demographic changes, retail sales in the County have increased through
2006 (Chart 49 and Table 84); however, the effect of the current economic slowdown on retail
sales was noted in sales tax receipts beginning in 2007. The prior years' increases in retail sales
had a positive effect on the sales tax receipts generated in the County, which has a 7.75% sales
tax rate including the Measure A rate (Table 85). The taxable sales generation by jurisdiction in
the County is presented in Table 86.
•
•
•
210
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C h a r t 4 9 R e t a i l S a l e s ( % ) - $ 2 9 . 8 B i l l i o n 2 0 0 6 D a t a
A p p a r e l S t o r e s
4 %
S p e c i a l t y S t o r e s
O t h e r S e r v i c e s & 8 %
O u t l e t s F o o d S t o r e s
2 7 � / n r , 4 %
O t h e r R e t a 4
S t o r e s
3 � %
A u t o m o t i v e
2 3 � %
G e n e r a l
M e r c h a n d i s e
1 2 %
B u i l d i n g M a t e r i a l
8 %
E a t i n g & D r i n k i n g
8 %
T a b l e 8 4 S o u r c e s o f C o u n t y o f R i v e r s i d e T a x a b l e S a l e s b y B u s i n e s s T y p e ( i n 0 0 0 ' s )
2 0 0 6 t 2 0 0 5 2 0 0 4 2 0 0 3
2 0 0 2
A p p a r e l s t o r e s $ 1 , 0 8 0 , 3 8 5 $ 9 9 0 , 1 2 9 $ 8 6 7 2 7 6 $ 7 4 6 , 0 1 5 $ 6 1 0 , 3 8 8
G e n e r a l m e r c h a n d i s e 3 , 5 5 3 , 5 5 4 3 , 3 0 4 , 4 7 4 3 , 0 2 6 , 3 3 5 2 , 6 7 1 , 9 7 1 2 , 4 5 9 , 0 4 6
S p e c i a l t y s t o r e s 2 , 2 6 2 , 4 4 2 2 , 1 0 4 , 0 4 0 1 , 8 8 5 , 4 3 5 1 , 6 4 9 , 2 2 4 1 , 5 0 1 , 1 0 6
F o o d s t o r e s 1 , 3 0 9 , 7 8 2 1 , 1 9 7 , 4 3 8 1 , 0 7 9 , 9 7 2 1 , 0 2 8 , 3 9 2 9 6 7 , 1 7 1
E a t i n g a n d d r i n k i n g 2 , 3 1 6 , 4 2 2 2 , 1 5 7 , 8 0 1 1 , 9 4 0 , 6 1 0 1 , 7 1 3 , 6 3 2 1 , 5 5 9 , 2 1 5
H o u s e h o l d 9 4 8 , 2 1 7 9 6 4 , 6 2 9 8 6 2 , 5 5 1 6 9 1 , 0 5 1 5 9 4 , 0 4 9
B u i l d i n g m a t e r i a l s 2 , 3 9 0 , 2 3 6 2 , 4 2 4 , 8 9 8 2 , 2 2 6 , 1 1 7 1 , 6 7 8 , 3 4 7 1 , 4 2 7 , 8 3 1
A u t o m o t i v e 6 , 9 5 6 , 7 5 6 6 , 7 5 1 , 6 4 8 6 , 0 3 5 , 2 0 3 5 , 1 9 8 , 3 9 1 4 , 5 6 3 , 7 7 9
M i s c e l l a n e o u s 1 , 0 2 4 , 5 5 1 9 4 4 , 1 5 5 7 9 2 , 4 5 0 6 5 3 , 9 2 9 5 6 8 , 1 4 8
T o t a l a l l o t h e r o u t l e t s 7 , 9 7 3 , 8 9 2 7 , 4 1 7 , 2 7 9 6 , 5 2 1 , 1 9 9 5 , 6 7 8 , 1 8 3 5 , 2 4 8 , 2 6 1
$ 2 9 , 8 1 6 , 2 3 7 $ 2 8 , 2 5 6 , 4 9 1 $ 2 5 , 2 3 7 , 1 4 8 $ 2 1 , 7 0 9 1 3 5 $ 1 9 , 4 9 8 , 9 9 4
S o u r c e : S t a t e B o a r d o f E q u a l i z a t i o n
Y e a r r e p r e s e n t s m o s t r e c e n t d a t a a v a i l a b l e .
T a b l e 8 5 D i r e c t a n d O v e r l a p p i n g S a l e s T a x R a t e s
F i s c a l Y e a r M e a s u r e A D i r e c t R a t e C o u n t y o f R i v e r s i d e
2 0 0 9 0 . 5 0 % 8 . 7 5 %
2 0 0 8 0 . 5 0 % 7 . 7 5 %
2 0 0 7 0 . 5 0 % 7 . 7 5 %
2 0 0 6 0 . 5 0 % 7 . 7 5 %
2 0 0 5 0 . 5 0 % 7 . 7 5 %
2 0 0 4 0 . 5 0 % 7 . 7 5 %
S o u r c e : C o m m i s s i o n F i n a n c e D e p a r t m e n t a n d C a l i f o r n i a S t a t e B o a r d o f E q u a l i z a t i o n
2 1 1
Table 86 — Principal Taxable Sales Generation by Jurisdiction in Riverside County for
20061
' Year represents roost recent data available.
212
Commission Facts
Programs and Services
Measure A: The Commission administers Measure A, the local half -cent sales tax for new
transportation projects in the County. Under Measure A, funding is used to improve highways,
commuter rail, regional arterials, local streets and roads, transit and specialized transportation
services including commuter assistance, economic development, new corridors, and Commission
administration. Measure A expires in 2039.
Transportation Development Act: The TDA is comprised of two elements: Local
Transportation Fund and State Transit Assistance funding. The Commission administers the LTF
one -quarter of one cent of the state sales tax on behalf of the County. STA is generated from the
statewide sales tax on gasoline and diesel fuel and is allocated by the State to the Commission
on the basis of population and as a percentage of transit fare revenues. TDA funding is allocated
primarily to bus and rail transit operators for transit operating and capital needs. Additionally, LTF
funding is available for bicycle and pedestrian facilities, planning, and administration and
allocated to the Commission and local jurisdictions in the County.
Highways: The Commission assists with the planning and funding for highway improvements.
Major current projects include: SR-60 East Junction to 1-215 HOV lanes connector, SR-74/G
Street to 1-215 interchange, SR-79 realignment, SR-91 corridor improvement project (HOT and
mixed flow lanes), SR-91 HOV lanes/Adams Street to the SR-60/SR-91/1-215 interchange, SR-91
interchange improvements at La Sierra Avenue and Van Buren Avenue, 1-15 corridor
improvement project, 1-215 corridor mobility improvement projects, and Mid County Parkway.
State highway maintenance is the responsibility of Ca!trans.
Local Streets and Roads: The Commission administers funding to local jurisdictions to improve
streets, intersections, signal coordination, and pavement. Local streets and roads maintenance is
the responsibility of the local jurisdictions.
Commuter Rail: The Commission funds and oversees Metrolink rail services within the County.
The Commission's three Metrolink lines are the Riverside, IEOC, and 91 lines. The Commission
owns and maintains five Metrolink stations located at:
➢ Riverside Downtown Station, 4066 Vine Street, Riverside
➢ La Sierra Station, 10901 Indiana Avenue, Riverside
➢ Pedley Station, 6001 Pedley Road, Riverside
➢ North Main Corona Station, 250 E. Blaine Street, Corona
➢ West Corona Station, 155 S. Auto Center Drive, Corona
Motorist Assistance: The Commission provides emergency call boxes through the SAFE and
offers emergency towing services through the FSP.
Commuter Assistance: The Commission provides a variety of rideshare services both to
employers and commuters. Through voluntary participation, commuters and employers receive a
direct benefit from their sales tax dollars, and the entire region benefits from reduced traffic
congestion and improved air quality.
Specialized Transit: The Commission maintains a strong commitment to assist in the mobility of
those with specialized transit needs. Through its Specialized Transit Program, the Commission
has provided millions of dollars to public and nonprofit transit operators to assist in the provisions
of special transit services to improve the mobility of seniors and persons with disabilities.
213
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S E C T I O N 9 ��
1 A P P E N D I C E S I
2 1 4
Glossary of Acronyms
AADPL — Annual Anticipated DBE Participation Level
ADA — Americans with Disabilities Act
ARRA — American Recovery and Reinvestment Act
AVL — Automatic Vehicle Locator
Bank of America — Bank of America, N.A.
Bechtel — Bechtel Infrastructure
BNSF — Burlington Northern Santa Fe Railroad
Board — Board of Commissioners for the Riverside County Transportation Commission
CAFR — Comprehensive Annual Financial Report
CalPERS — California Public Employees Retirement System
Caltrans — California Department of Transportation
CEQA — California Environmental Quality Act
CETAP — Community Environmental Transportation Acceptability Process
CHP — California Highway Patrol
CHSRA — California High Speed Rail Authority
CMA — Congestion Management Agency
CMAQ* — Congestion Mitigation and Air Quality
CMIA — Corridor Mobility Improvement Account (Proposition 1B funding category)
CMP — Congestion Management Program
CMS — Congestion Management System
Commission — Riverside County Transportation Commission
Coordinated Plan — Coordinated Public Transit —Human Services Transportation Plan
County - County of Riverside
CTC — California Transportation Commission
CTSA — Consolidated Transportation Service Agency
CTSGP-CTAF — California Transit Security Grant Prograrrr—California Transit Assistance Funds
CVAG — Coachella Valley Association of Governments
DBE — Disadvantaged Business Enterprise
DMV — Department of Motor Vehicles
EIR — Environmental Impact Report
EIS — Environmental Impact Study
ERP — Enterprise Resource Planning
ETC — Employer Transportation Coordinators
FFY — Federal Fiscal Year
FIRM* — Federal Highway Administration
FSP — Freeway Service Patrol
FTA* — Federal Transit Administration
FTE — Full-time Equivalent
FTIP — Federal Transportation Improvement Program
FY — Fiscal Year
GASB — Governmental Accounting Standards Board
GFOA — Government Finance Officers Association
HOV — High Occupancy Vehicle (Carpool Lane)
I — Interstate
IEOC — Inland Empire —Orange County Metrolink Service
IIP* — Interregional Improvement Program
IT — Information Technology
ITS — Intelligent Transportation System
IVR — Interactive Voice Recognition
JARC — Jobs Access Reverse Commute (FTA Section 5316)
Lehman DP — Lehman Brothers Derivative Products Inc.
LIBOR — London Interbank Offer Rate
LOS — Level of Service
LTF* — Local Transportation Fund
Metro — Los Angeles County Metropolitan Transportation Authority
Metrolink — Operating Name for SCRRA (see SCRRA)
Moody's — Moody's Investors Service
MOE — Maintenance of Effort
MOU — Memorandum of Understanding
215
MSHCP - Multi -Species Habitat Conservation Plan
MSRC - Mobile Source Air Pollution Reduction Review Committee (AB 2766)
OCTA - Orange County Transportation Authority
Perris Valley Line - Perris Valley Line Metrolink Extension Project
PIP - Productivity Improvement Program
Ports - Port of Los Angeles and Port of Long Beach
PPM - Planning, Programming, and Monitoring
PTMISEA - Public Transportation Modernization, Improvement, and Service Enhancement Account
(Proposition 1B funding category)
RCA - Regional Conservation Authority
ROTC - Riverside County Transportation Commission
RGA - RCTC Global Application
RIP* - Regional Improvement Program
RTA - Riverside Transit Agency
RTP - Regional Transportation Plan
S&P - Standard & Poor's Rating Service
SAFE - Service Authority for Freeway Emergencies
SAI^El .A-LU* - Safe, Accountable, Flexible, Efficient Transportation Equity Act: A Legacy for Users
SANBAG - San Bernardino Associated Govemments
SANDAL - San Diego Association of Governments
SB 45 - Senate Bill 45 Kopp 1997 Transportation Funding
SB 821 - LTF Bicycle and Pedestrian Funds
SCAG - Southern California Association of Governments
SCAQMD - South Coast Air Quality Management District
SCRRA - Southern California Regional Rail Authority
SJBL San Jacinto Branch Line
SR - State Route
SRTP - Short Range Transit Plan
SSAB - Salton Sea Air Basin
STA* - State Transit Assistance
State - State of California
STIP* - State Transportation Improvement Program
STP* - Surface Transportation Program
SunLine - SunLine Transit Agency
TCIF - Trade Corridors Improvement Fund (Proposition 1 B funding category)
TDA* - Transportation Development Act
TE* - Transportation Enhancements
TIP - Transportation Improvement Plan
TUMF* - Transportation/Traffic Uniform Mitigation Fee (Western County/Coachella Valley)
UC - University of California
VCTC - Ventura County Transportation Commission
Western County - Westem area of Riverside County
WRCOG - Western Riverside Council of Governments
1989 Measure A - Original 1/2 cent transportation sales tax measure approved by voters in November 1988
2009 Measure A - Extension of sales tax measure approved by voters in November 2002 which is effective
upon expiration of original sales tax measure in June 2009
2008 Bonds - Sales Tax Revenue Bonds, Series A-1 and A-2, issued in June 2008
2009 Bonds - Sales Tax Revenue Bonds anticipated to be issued in October 2009
10-Year Western County Highway
Delivery Plan - 2009 Measure A 10-Year Western Riverside County Highway Delivery Plan, adopted
December 13, 2006
* Additional information provided in Funding Definitions.
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216
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F u n d i n g D e f i n i t i o n s
F e d e r a l F u n d S o u r c e s
F e d e r a l T r a n s i t A d m i n i s t r a t i o n ( F P A )
S e c t i o n 5 3 0 9 d i s c r e t i o n a r y f u n d s g e n e r a l l y p r o v i d e d t o u r b a n i z e d a r e a s f o r f u n d i n g n e w s t a r t r a i l p r o j e c t s , m a j o r b u s
f l e e t r e p l a c e m e n t , a n d t r a n s i t f a c i l i t y c o n s t r u c t i o n . M a t c h i n g r a t i o s r a n g e f r o m 5 0 / 5 0 t o 8 0 % f e d e r a l a n d 2 0 % l o c a l .
S e c t i o n 5 3 0 7 f o r m u l a f u n d s m a d e a v a i l a b l e t o u r b a n i z e d a r e a s f o r o p e r a t i n g s u b s i d i e s , c a p i t a l p r o j e c t s a n d p l a n n i n g .
O p e r a t i n g m a t c h i s u p t o 5 0 % o f t h e n e t o p e r a t i n g c o s t ; c a p i t a l a n d p l a n n i n g m a t c h i s 8 0 % f e d e r a l a n d 2 0 % l o c a l .
S e c t i o n 5 3 1 0 f u n d s m a d e a v a i l a b l e t o s t a t e s f o r p r o v i d i n g c a p i t a l s u p p o r t t o p r i v a t e n o n - p r o f i t a n d , i n c e r t a i n
c i r c u m s t a n c e s , p u b l i c t r a n s i t o p e r a t o r s . T h i s i s a s t a t e a d m i n i s t e r e d d i s c r e t i o n a r y p r o g r a m p r o v i d i n g f u n d s o n a n
8 8 . 5 3 % f e d e r a l a n d 1 1 . 4 7 % l o c a l b a s i s .
S e c t i o n 5 3 1 1 f u n d s p r o v i d e d t o s u p p o r t r u r a l t r a n s i t o p e r a t i n g s u b s i d i e s a n d c a p i t a l p r o j e c t s . O p e r a t i n g m a t c h i s u p t o
5 0 % o f t h e n e t o p e r a t i n g c o s t ; c a p i t a l m a t c h i s 8 0 % f e d e r a l a n d 2 0 % a l o c a l .
S e c t i o n 5 3 1 6 f u n d s p r o v i d e d f o r t h e d e v e l o p m e n t a n d m a i n t e n a n c e o f j o b s a c c e s s p r o j e c t s t o t r a n s p o r t w e l f a r e
r e c i p i e n t s a n d e l i g i b l e l o w - i n c o m e i n d i v i d u a l s t o a n d f r o m w o r k d u r i n g n o n - p e a k h o u r s a s w e l l a s s u p p l y r e v e r s e
c o m m u t e o p t i o n s f o r w o r k e r s i n s u b u r b a n a r e a s .
S e c t i o n 5 3 1 7 f u n d s m a d e a v a i l a b l e f o r n e w p u b l i c t r a n s p o r t a t i o n s e r v i c e s a n d a l t e r n a t i v e s f o r p e o p l e w i t h d i s a b i l i t i e s
b e y o n d t h e r e q u i r e m e n t s o f t h e A m e r i c a n s w i t h D i s a b i l i t i e s A c t ( A D A ) o f 1 9 9 0 .
F e d e r a l H i g h w a y A d m i n i s t r a t i o n ( F H W A )
I n 1 9 9 1 , t h e I n t e r m o d a l S u r f a c e T r a n s p o r t a t i o n E f f i c i e n c y A c t ( I S T E A ) w a s a p p r o v e d b y C o n g r e s s t o r e p l a c e t h e f o r m e r F e d e r a l
A i d U r b a n / F e d e r a l A i d S y s t e m f u n d i n g p r o g r a m s . I S T E A w a s e s t a b l i s h e d a s a s i x - y e a r f u n d i n g p r o g r a m a n d w a s r e a u t h o r i z e d
f o r a n o t h e r s i x y e a r s i n 1 9 9 7 . T h i s n e w t r a n s p o r t a t i o n a c t w a s r e n a m e d a s t h e T r a n s p o r t a t i o n E q u i t y A c t o f t h e T w e n t y - f i r s t
C e n t u r y ( T E A 2 1 ) a n d w a s e x t e n d e d t h r o u g h A u g u s t 1 0 , 2 0 0 5 w h e n t h e P r e s i d e n t s i g n e d i n t o l a w t h e S a f e , A c c o u n t a b l e ,
F l e x i b l e , E f f i c i e n t T r a n s p o r t a t i o n E q u i t y A c t : A L e g a c y f o r U s e r s ( S A F E t E A - L U ) . W i t h g u a r a n t e e d f u n d i n g f o r h i g h w a y s ,
h i g h w a y s a f e t y , a n d p u b l i c t r a n s p o r t a t i o n t o t a l i n g S 2 4 4 . 1 b i l l i o n , S A h E I L A - L U r e p r e s e n t s t h e l a r g e s t s u r f a c e t r a n s p o r t a t i o n
i n v e s t m e n t i n o u r n a t i o n ' s h i s t o r y . U n d e r t h e s e p r o g r a m s t h e f o l l o w i n g f u n d s o u r c e s a r e a l l o c a t e d t o e a c h c o u n t y , a n d t h e
C o m m i s s i o n f u r t h e r a l l o c a t e s t h e s e f u n d s b a s e d o n f e d e r a l p r o v i s i o n s .
S u r f a c e T r a n s p o r t a t i o n P r o g r a m ( S T P )
F u n d s a l l o c a t e d b y t h e C o m m i s s i o n a n d a d m i n i s t e r e d b y C a l t r a n s t h a t p r o v i d e f u n d i n g f o r l o c a l s t r e e t a n d r o a d
i m p r o v e m e n t s . C u r r e n t m a t c h i n g r a t e i s 8 8 . 5 3 % f e d e r a l a n d 1 1 . 4 7 % l o c a l .
C o n g e s t i o n M i t i g a t i o n a n d A i r Q u a l i t y ( C M A Q )
F u n d s a l l o c a t e d b y t h e C o m m i s s i o n f o r t r a n s p o r t a t i o n r e l a t e d a i r q u a l i t y i m p r o v e m e n t p r o j e c t s i n a i r q u a l i t y n o n -
a t t a i n m e n t a r e a s . C u r r e n t m a t c h i n g r a t e i s 8 8 . 5 3 � % f e d e r a l a n d 1 1 . 4 7 % l o c a l . S a f e t y p r o j e c t s c a n q u a l i f y f o r 1 0 0 % n o f
C M A Q f u n d i n g .
T r a n s p o r t a t i o n E n h a n c e m e n t s ( T E )
T h e a m o u n t o f f u n d s m a d e a v a i l a b l e u n d e r t h i s p r o g r a m i s 1 0 % o f t h e s t a t e a p p o r t i o n m e n t o f S T P f u n d s . P r o j e c t s a r e
q u a l i f i e d a n d p r i o r i t i z e d b y t h e C o m m i s s i o n a n d s u b m i t t e d t o t h e C a l i f o m i a T r a n s p o r t a t i o n C o m m i s s i o n f o r i n c l u s i o n
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 . T h e b a s i c d e f i n i t i o n o f a t r a n s p o r t a t i o n e n h a n c e m e n t p r o j e c t i s a n
i m p r o v e m e n t t h a t i s o v e r a n d a b o v e t h e b a s e t r a n s p o r t a t i o n p r o j e c t . P r o j e c t c a t e g o r i e s a r e p e d e s t r i a n a n d b i c y c l e
f a c i l i t i e s , s c e n i c o r h i s t o r i c h i g h w a y s , s c e n i c b e a u t i f i c a t i o n , h i s t o r i c p r e s e r v a t i o n , r e h a b i l i t a t i o n o f h i s t o r i c
t r a n s p o r t a t i o n f a c i l i t i e s , p r e s e r v a t i o n o f a b a n d o n e d r a i l w a y c o r r i d o r s , c o n t r o l / r e m o v a l o f o u t d o o r a d v e r t i s i n g ,
a r c h a e o l o g i c a l p l a n n i n g a n d r e s e a r c h , a n d m i t i g a t i o n o f w a t e r p o l l u t i o n d u e t o h i g h w a y r u n o f f . C u r r e n t m a t c h i n g r a t e
i s 8 8 . 5 3 % f e d e r a l a n d 1 1 . 4 7 % l o c a l .
S t a t e a n d L o c a l F u n d S o u r c e s
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
2 1 7
The State Transportation Improvement Program (STIP) consists of Regional Improvement Program (RIP) and
Interregional Improvement Program (IIP) funds. The RIP and IIP programs are mainly supported by Proposition 42
funding. The RIP component represents 75% of STIP funds available for capacity projects- Regional Transportation
Planning Agencies are responsible for selection of projects proposed for RIP funds. The IIP component represents the
remaining 25% of STIP funds available for capacity projects and Caltrans is responsible for the selection of I1P-funded
projects. The Commission and Caltrans District 8 work closely in coordinating projects for these fund sources.
Proposition 1 B Program
In November 2006, the voters in California approved Proposition 1B, which will fund various transportation programs
from bonds issued by the state of Califomia. Programs to be funded include corridor mobility improvements (CM1A),
transit capital (PTMISEA), STIP supplement, goods movement (TCIF), state -local partnership funds, and cities and
counties.
Transportation Development Act (TDA)
The TDA is comprised of two elements: Local Transportation Fund (LTF) and State Transit Assistance (STA) funds.
LTF funds are derived from 1/4 of one cent of the state sales tax and are returned to source. There are three areas of
apportionment within Riverside County comprised of Western County, Coachella Valley, and Palo Verde Valley
(Blythe). The Commission administers the LTF on behalf of the County of Riverside. Funds are provided for program
administration, Southern California Association of Govemments regional planning, local transportation planning, and
transit services in Western County and the Coachella Valley. In the Palo Verde Valley, funds support transit services
and local street and road improvements. Funds are also provided to the County for local street and road improvements
in unincorporated areas. Additionally, under SB 821, 2% of LTF funds are made available for bicycle and pedestrian
projects.
STA funds are generated from the statewide sales tax on gasoline and diesel fuel and are allocated by the state to the
Commission based on population and as a percentage of transit fare revenue. The Commission has generally used
these funds to support capital purchases and improvements as these funds have been subject to state budgetary actions.
Measure A
Measure A is a half -cent local retail transaction and use tax that was initially approved by the voters in November 1988
for 20 years (Ordinance 88-1) and extended in November 2002 for an additional 30 years (Ordinance 02-001), through
June 2039, to help fund key transportation improvements in Riverside County. It provides funds to improve highways
and local roadways, to initiate commuter rail services on existing tracks, to expand dial -a -ride services and commuter
programs, and to guarantee half-price bus fares for seniors and persons with disabilities. These types of improvements
are needed to control traffic, increase safety, and maintain the quality of life within the County. Since existing state
and federal sources provide only a limited amount of funding for a limited number of projects, Measure A will cover
the shortfall for key projects with a funding source that is under local control. It will use the revenue generated in
Western County, Coachella Valley, and Palo Verde Valley to meet the unique transportation needs of each of those
areas.
Transportation Uniform Mitigation Fee
The Transportation Uniform Mitigation Fee (TUMF) program was adopted by all local jurisdictions in the western
county area of Riverside County in July 2003. Under this program, which is administered by the Western Riverside
Council of Governments (WRCOG), fees are assessed on new residential and commercial development in western
Riverside County to ensure that new development pays its fair share toward providing the needed infrastructure
improvements on the regional system of highways and arterials. In accordance with the extension of Measure A in
2002, the Commission shall receive the first $400 million of TUMF revenues to fund equally the regional arterial
system and the development of new corridors. As a result of a Memorandum of Understanding with WRCOG, the
Commission will receive 48.7% of TUMF through June 30, 2009, and, in accordance with the extension of Measure A,
thereafter at 100%, after deduction of an administrative fee, up to an aggregate of $400 million. An amendment to lift
the $400 million cap has been proposed and will be presented for approval in FY 2008/09.
Program Terms
The following explanations of terms are presented to aid in understanding the various program terms used and discussed in the
narrative and generally used in outlining the Commission's functions for auditing, governmental accountine, financial reporting
and budgeting.
Transportation Improvement Plan
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218
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T h i s p l a n a l s o a c t s a s t h e C o u n t y ' s e x p e n d i t u r e p l a n a n d w a s p r e p a r e d b y t h e C o m m i s s i o n f o r t h e p r o p o s e d 1 / 2 % l o c a l
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 f o r t r a n s p o r t a t i o n p u r p o s e s t o b e c o l l e c t e d . T h i s w a s p r o p o s e d b y t h e C o m m n i s s i o n a s a
m e a n s t o f i l l t h e f u n d i n g s h o r t f a l l t o i m p l e m e n t n e e d e d h i g h w a y , r e g i o n a l a r t e r i a l , a n d c o m m u t e r r a i l p r o j e c t s ; l o c a l
s t r e e t a n d r o a d p r o g r a m s ; a n d t r a n s i t i m p r o v e m e n t s f o r s e n i o r s a n d d i s a b l e d p e r s o n s .
H i g h w a y s
M e a s u r e A p r o v i d e s r e v e n u e s t o w i d e n e x i s t i n g h i g h w a y s , e x p a n d i n t e r c h a n g e s , a n d i m p r o v e r e m o t e f r e e w a y s . T h e s e
i m p r o v e m e n t s a r e n e e d e d t o c o n t r o l t r a f f i c c o n g e s t i o n i n W e s t e r n C o u n t y a n d i m p r o v e a c c e s s a n d s a f e t y i n C o a c h e l l a
V a l l e y . C o s t s o f t h e s e i m p r o v e m e n t s w i l l b e c o v e r e d b y f u n d s f r o m s t a t e a n d f e d e r a l s o u r c e s . M e a s u r e A r e v e n u e w i l l
b e u s e d t o s u p p l e m e n t n o t r e p l a c e - - t h e s e o t h e r s o u r c e s a n d t o a c c e l e r a t e w o r k o n p r o j e c t s d e f e r r e d f o r l a c k o f
f u n d i n g .
C o m m u t e r R a i l
M e a s u r e A p r o v i d e s c a p i t a l r e v e n u e f o r c o m m u t e r r a i l s e r v i c e t o O r a n g e a n d L o s A n g e l e s c o u n t i e s . L T F p r o v i d e s
r e v e n u e f o r c o m m u t e r r a i l o p e r a t i o n s i n R i v e r s i d e C o u n t y . T h e s e t r a i n s o p e r a t e o n e x i s t i n g r a i l r o a d t r a c k s p a r a l l e l t o
m a j o r f r e e w a y s . C o m m u t e r r a i l s e r v i c e p r o v i d e s a s a f e a n d r e l i a b l e t r a n s i t a l t e r n a t i v e t o d r i v i n g a l o n e d u r i n g t h e p e a k
p e r i o d . P l a n s t o e x p a n d c o m m u t e r r a i l s e r v i c e i n w e s t e r n R i v e r s i d e C o u n t y f r o m R i v e r s i d e t o P e r r i s v i a M o r e n o
V a l l e y a r e c u r r e n t l y u n d e r w a y .
M e t r o l i n k
T h e C o m m i s s i o n ' s c o m m u t e r r a i l p r o g r a m i s p a r t o f t h e r e g i o n a l n e t w o r k o p e r a t e d b y t h e S o u t h e r n C a l i f o r n i a R e g i o n a l
R a i l A u t h o r i t y ( S C R R A ) o p e r a t i n g u n d e r t h e n a m e o f M e t r o l i n k , a f i v e - c o u n t y j o i n t p o w e r s a g e n c y c o m p o s e d o f t h e
t r a n s p o r t a t i o n c o m m i s s i o n s o f L o s A n g e l e s , S a n B e r n a r d i n o , O r a n g e , R i v e r s i d e , a n d V e n t u r a . T h e p u r p o s e o f t h i s
a g e n c y i s t o m a n a g e t h e o p e r a t i o n a n d m a i n t e n a n c e o f c o m m u t e r r a i l i n t h e f i v e - c o u n t y m e t r o p o l i t a n a r e a .
R e g i o n a l A r t e r i a l s
F i f t y - f i v e p e r c e n t o f t h e M e a s u r e A f u n d s g e n e r a t e d w i t h i n t h e C o a c h e l l a V a l l e y i s u s e d f o r s t a t e h i g h w a y s a n d m a j o r
r e g i o n a l r o a d p r o j e c t s . T h e C o a c h e l l a V a l l e y a r e a i s s e r v e d b y f e w s t a t e h i g h w a y s . T h e r e g i o n a l a r t e r i a l s y s t e m
d e v e l o p e d t h r o u g h t h e C o a c h e l l a V a l l e y A s s o c i a t i o n o f G o v e r n m e n t s f u n c t i o n s m u c h l i k e s t a t e h i g h w a y s t o a d d r e s s
f u t u r e n e e d s f o r t h e a r e a . T h e s y s t e m i s t o b e i m p l e m e n t e d w i t h a m i x o f f u n d i n g r e q u i r e d f r o m n e w d e v e l o p m e n t
u n d e r a T r a f f i c U n i f o r m M i t i g a t i o n F e e t o b e p a i d b y d e v e l o p e r s f r o m n e w d e v e l o p m e n t a n d f r o m M e a s u r e A f u n d s
r e t u r n e d t o t h e C o a c h e l l a V a l l e y a r e a . T h e T r a f f i c U n i f o r m M i t i g a t i o n F e e s c h e d u l e s h a l l b e e s t a b l i s h e d i n o r d e r t o
g e n e r a t e a t l e a s t t h e e q u i v a l e n t o f M e a s u r e A f u n d i n g t o w a r d t h e r e g i o n a l a r t e r i a l s y s t e m .
L o c a l S t r e e t s a n d R o a d s
M e a s u r e A p r o v i d e s r e v e n u e s t o l o c a l j u r i s d i c t i o n s f o r t h e c o n s t r u c t i o n , r e p a i r , a n d m a i n t e n a n c e o f l o c a l s t r e e t s a n d
r o a d s . T h e C o u n t y a n d l o c a l c i t i e s a r e r e q u i r e d t o s u p p l e m e n t t h o s e e x p e n d i t u r e s w i t h o t h e r p r e v i o u s l y d e d i c a t e d
r e v e n u e s o u r c e s t o m a i n t a i n r o a d i m p r o v e m e n t s a t a l e v e l e q u a l t o o r g r e a t e r t h a n t h e b a s e y e a r a m o u n t ( f i s c a l y e a r
1 9 8 7 / 8 8 ) . L T F p r o v i d e s r e v e n u e f o r l o c a l s t r e e t a n d r o a d i m p r o v e m e n t s i n t h e P a l o V e r d e V a l l e y a n d u n i n c o r p o r a t e d
a r e a s o f t h e C o u n t y .
S p e c i a l i z e d T r a n s i t
M e a s u r e A p r o v i d e s r e v e n u e s t o i m p r o v e t r a n s p o r t a t i o n s e r v i c e s f o r s e n i o r s , p e r s o n s w i t h d i s a b i l i t i e s a n d c o m m u t e r s .
F o r s e n i o r s a n d p e r s o n s w i t h d i s a b i l i t i e s , i t p r o v i d e s d i a l - a - r i d e c a b s e r v i c e a t n i g h t f o r e m e r g e n c y p u r p o s e s , g u a r a n t e e s
h a l f - p r i c e b u s f a r e s , a n d a s s i s t s c e n t e r s w i t h t h e i r t r a n s i t p r o g r a m s . F o r c o m m u t e r s , i t i m p r o v e s e x p r e s s b u s s e r v i c e a n d
e x p a n d s r i d e s h a r i n g p r o g r a m s . I n t h e C o a c h e l l a V a l l e y , r e v e n u e s a l s o a r e a v a i l a b l e f o r b u s r e p l a c e m e n t a n d l o c a l b u s
s e r v i c e .
C o m m u t e r A s s i s t a n c e
T h e p u r p o s e o f t h i s p r o g r a m i s t o p r o v i d e s h o r t - t e r m i n c e n t i v e s t o e n c o u r a g e s i n g l e o c c u p a n t v e h i c l e d r i v e r s t o u s e
a l t e r n a t e m o d e s o f t r a n s p o r t a t i o n i n c l u d i n g c a r p o o l s , v a n p o o l s , b u s p o o l s , p u b l i c b u s , c o m m u t e r r a i l , w a l k i n g , a n d
b i c y c l i n g .
M o t o r i s t A s s i s t a n c e
T h e M o t o r i s t A s s i s t a n c e p r o g r a m h a s t w o e l e m e n t s . T h e F r e e w a y S e r v i c e P a t r o l ( F S P ) i s a s p e c i a l t e a m o f t o w t r u c k s
t h a t t r a v e l o n s e l e c t e d R i v e r s i d e C o u n t y f r e e w a y s d u r i n g p e a k c o m m u t e r h o u r s t o a s s i s t d r i v e r s w h e n t h e i r c a r s b r e a k
d o w n . T h e o t h e r e l e m e n t i s t h e c a l l b o x s y s t e m , w h i c h i n s t a l l a t i o n a n d o p e r a t i o n i s m a d e p o s s i b l e w i t h r e v e n u e
p r o v i d e d b y t h e p u b l i c . O n e d o l l a r p e r y e a r f r o m e v e r y m o t o r v e h i c l e r e g i s t r a t i o n p a y s f o r t h e c a l l b o x e s a n d t h e i r
o p e r a t i o n a n d m a i n t e n a n c e . C a l l b o x e s a r c b e i n g p r o v i d e d b y t h e C o m m i s s i o n , w h i c h s e r v e s a s t h e C o u n t y ' s S e r v i c e
A u t h o r i t y f o r F r e e w a y E m e r g e n c i e s ( S A F E ) .
2 1 9
Bicycle and Pedestrian
LTF provides revenues for the construction of bicycle and pedestrian facilities and related right-of-way costs.
Transit
The Commission is the agency responsible for short-range transportation planning and programmting and coordinating
the operation of all public transportation service within the County. The Commission allocates and disburses TDA
funds to the transit operators for operating and capital purposes.
General Terms
The following explanations of terms are presented to aid in understanding the narrative discussions and illustrations included in
this budget document and the terminology generally used in governmental accounting, auditing, financial reporting, and
budgeting.
Accountability
The state of being obliged to explain one's actions, to justify what one does. Accountability requires a government to
answer to its citizenry to justify the raising of public resources and the purposes for which they are used.
Accounting System
The methods and records established to identify, assemble, analyze, classify, record, and report a government's
transactions and to maintain accountability for the related assets and liabilities.
Accrual Basis of Accounting
The accounting of the financial effects of transactions, events, and interfund activities when they occur, regardless of
when cash is received or paid.
Advance Refunding Bonds
New bonds issued to refinance an outstanding bond issue before the date the outstanding bonds become due or callable
to obtain better interest razes and/or bond conditions. Proceeds of the advance refunding bonds are deposited in escrow
with a fiduciary, invested in U.S. Treasury Bonds or other authorized securities, and used to redeem the underlying
bonds at their maturity or call date and to pay interest on the bonds being refunded.
Agency Fund
A fiduciary fund type used to report resources held by a govemment for others in a purely custodial capacity and
cannot be used to support the govemment's own programs. The Commission's agency fund is the Local Projects
Agency Fund that accounts for the proceeds from a subordinate debt issue for various cities' local street and road
projects.
Audit
A systematic collection of the sufficient, competent evidential matter needed to attest to the fairness of management's
assertions in the financial statements or to evaluate whether management has efficiently and effectively carved out its
responsibilities. The auditor obtains this evidential matter through inspection, observation, inquiries, and confirmations
with third parties.
Balanced Budget
The funding of operating and capital expenditures and other financing uses with identified revenues and other
financing sources as well as available fund balances on an annual basis.
Basis of Accounting
A term used to refer to when the effects of transactions or events are recognized for financial reporting purposes. For
example, the timing of recognition can be when the transaction or event occurs (accrual basis) or when cash is received
or paid (cash basis).
Bond
A written promise to pay a specified sum of money (face or principal amount) at a specified date or dates in the future
(maturity date), together with periodic interest at a specified rate. Bonds are primarily used to finance capital projects.
Budget
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A p l a n o f f i n a n c i a l a c t i v i t y f o r a s p e c i f i e d p e r i o d i n d i c a t i n g a l l p l a n n e d r e v e n u e s a n d e x p e n d i t u r e s f o r t h e b u d g e t
p e r i o d . A n n u a l b u d g e t s a r e u s u a l l y r e q u i r e d b y l a w a n d a r e e s s e n t i a l t o s o u n d f i n a n c i a l m a n a g e m e n t . T h e
C o m m i s s i o n p r e p a r e s a n a n n u a l b u d g e t t h a t i s a p p l i c a b l e t o a s i n g l e f i s c a l y e a r .
B u d g e t a r y C o n t r o l
T h e c o n t r o l o r m a n a g e m e n t o f a g o v e r n m e n t i n a c c o r d a n c e w i t h a n a p p r o v e d b u d g e t t o k e e p e x p e n d i t u r e s w i t h i n t h e
l i m i t a t i o n s o f a v a i l a b l e a p p r o p r i a t i o n s a n d a v a i l a b l e r e v e n u e s .
B u d g e t D o c u m e n t
T h e i n s t r u m e n t u s e d b y t h e b u d g e t - m a k i n g a u t h o r i t y t o p r e s e n t a c o m p r e h e n s i v e f i n a n c i a l p r o g r a m t o t h e a p p r o p r i a t i n g
g o v e r n i n g b o d y .
C a p i t a l O u t l a y
E x p e n d i t u r e s r e s u l t i n g i n t h e a c q u i s i t i o n o f o r a d d i t i o n t o t h e g o v e m m e n t ' s c a p i t a l a s s e t s o r a s s e t s t o b e t r a n s f e r r e d t o
C a l t r a n s , s u c h a s h i g h w a y p r o j e c t s .
C a p i t a l P r o j e c t s F u n d
A g o v e r n m e n t a l f u n d t y p e c r e a t e d t o a c c o u n t f o r f i n a n c i a l r e s o u r c e s t o b e u s e d f o r t h e a c q u i s i t i o n o r c o n s t r u c t i o n o f
m a j o r c a p i t a l p r o j e c t s . T h e C o m m i s s i o n h a s t w o c a p i t a l p r o j e c t s f u n d s f o r M e a s u r e A W e s t e r n C o u n t y a n d
C o m m e r c i a l P a p e r t o a c c o u n t f o r d e b t p r o c e e d s f r o m 1 9 8 9 M e a s u r e A s a l e s t a x r e v e n u e b o n d s a n d 2 0 0 9 M e a s u r e A
c o m m e r c i a l p a p e r n o t e s r e l a t e d t o h i g h w a y , c o m m u t e r r a i l , r e g i o n a l a r t e r i a l , a n d l o c a l s t r e e t s a n d r o a d s p r o j e c t s .
C o m m e r c i a l P a p e r
A n u n s e c u r e d s h o r t - t e r m p r o m i s s o r y n o t e i s s u e d p r i m a r i l y b y c o r p o r a t i o n s w i t h m a t u r i t i e s r a n g i n g f r o m t w o t o 2 7 0
d a y s . T h e c r e d i t r i s k o f a l m o s t a l l c o m m e r c i a l p a p e r i s r a t e d b y a r a t i n g s e r v i c e .
C o m p r e h e n s i v e A n n u a l F i n a n c i a l R e p o r t
A f i n a n c i a l r e p o r t t h a t e n c o m p a s s e s a l l f u n d s o f t h e g o v e r n m e n t . I n t h e f i n a n c i a l s e c t i o n o f t h e C A F R a r e t h e b a s i c
f i n a n c i a l s t a t e m e n t s a n d r e q u i r e d s u p p l e m e n t a r y i n f o r m a t i o n a s w e l l a s c o m b i n i n g a n d i n d i v i d u a l f u n d f i n a n c i a l
s t a t e m e n t s a s n e c e s s a r y . T h e C A F R a l s o c o n t a i n s i n t r o d u c t o r y i n f o r m a t i o n a n d s t a t i s t i c a l d a t a .
C u r r e n t F i n a n c i a l R e s o u r c e s M e a s u r e m e n t F o c u s
A m e a s u r e m e n t f o c u s t h a t r e p o r t s o n t h e n e a r - t e r m o r c u r r e n t i n f l o w s , o u t f l o w s , a n d b a l a n c e s o f s p e n d a b l e f i n a n c i a l
r e s o u r c e s . T h i s f o c u s i s u n i q u e t o a c c o u n t i n g a n d f i n a n c i a l r e p o r t i n g f o r s t a t e a n d l o c a l g o v e r n m e n t s a n d i s u s e d f o r
r e p o r t i n g t h e f i n a n c i a l p o s i t i o n a n d r e s u l t s o f o p e r a t i o n s o f g o v e r n m e n t a l f u n d s .
D e b t
A n o b l i g a t i o n r e s u l t i n g f r o m t h e b o r r o w i n g o f m o n e y o r f r o m t h e p u r c h a s e o f g o o d s a n d s e r v i c e s . D e b t s o f
g o v e r n m e n t s i n c l u d e b o n d s , t i m e w a r r a n t s , a n d n o t e s .
D e b t C o v e r a g e R a t i o
T h e r a t i o o f p l e d g e d r e v e n u e s t o r e l a t e d d e b t s e r v i c e f o r a g i v e n y e a r .
D e b t L i m i t
T h e m a x i m u m a m o u n t o f o u t s t a n d i n g g r o s s o r n e t d e b t l e g a l l y p e r m i t t e d .
D e b t P r o c e e d s
T h e d i f f e r e n c e b e t w e e n t h e f a c e a m o u n t o f d e b t a n d t h e i s s u a n c e d i s c o u n t o r t h e s u m o f t h e f a c e a m o u n t a n d t h e
i s s u a n c e p r e m i u m . D e b t p r o c e e d s d i f f e r f r o m c a s h r e c e i p t s t o t h e e x t e n t i s s u a n c e c o s t s , s u c h a s u n d e r w r i t e r s ' f e e s , a r e
w i t h h e l d b y t h e u n d e r w r i t e r .
D e b t S e r v i c e F u n d
A g o v e r n m e n t a l f u n d t y p e c r e a t e d t o a c c o u n t f o r t h e a c c u m u l a t i o n o f r e s o u r c e s f o r a n d p a y m e n t o f g e n e r a l l o n g - t e r m
d e b t p r i n c i p a l a n d i n t e r e s t . T h e C o m m i s s i o n h a s o n e d e b t s e r v i c e f u n d f o r i t s s a l e s t a x r e v e n u e b o n d s .
E x p e n d i t u r e s
R e p r e s e n t s d e c r e a s e s i n n e t f i n a n c i a l r e s o u r c e s o n t h e t r a n s f e r o f p r o p e r t y o r s e r v i c e s f o r a c q u i r i n g a n a s s e t , s e r v i c e , o r
s e t t l i n g a l o s s .
F i d u c i a r y F u n d s
2 2 1
Funds used to report assets held in a trustee or agency capacity for others and cannot therefore be used to support the
government's own programs.
Financial Advisor
In the context of the issuance of debt, a consultant who advises the issuer on any of a variety of matters related to the
issuance. The financial advisor sometimes also is referred to as the fiscal consultant.
Financial Audit
An audit made to provide independent assurance whether the financial statements of a government are presented fairly
in conformity with GAAP.
Financial Resources
Resources that are or will become available for spending and include cash, resources ordinarily expected to be
converted to cash such as receivables, inventory, and prepaid assets.
Fiscal Year
For the Commission, the 12-month period that begins July 1 and ends with June 30 of the designated fiscal or operating
year for accounting and budgeting purposes.
Fund
A fiscal and accounting entity with a self -balancing set of accounts in which cash and other financial resources, all
related liabilities, and residual equities or balances, and changes therein, are recorded and segregated to carry on
specific activities or attain certain objectives in accordance with special regulations, restrictions, or limitations.
Fund Balance
The excess of a governmental fund's assets over its liabilities.
Fund Type
Any one of eleven classifications into which all funds are categorized in governmental accounting. Governmental fund
types include general, special revenue, debt service, capital projects, and permanent funds. Proprietary fund types
include enterprise and internal service funds. Fiduciary fund types include pension trust, investment trust, and private -
purpose trust funds and agency funds.
GASB 34
Statement No. 34 issued by the Governmental Accounting Standards Board that was implemented by the Commission
in FY 2001/02. GASB 34 established new financial reporting standards for state and local governments. Under the
new financial reporting model, governmental financial statements include basic financial statements that present both
government -wide and fund financial statements and required supplementary information, including Management's
Discussion and Analysis.
GASB 45
Statement No. 45, Accounting for Other Postemployment Benefits (OPEB), issued by the Governmental Accounting
Standards Board implemented by the Commission in FY 2007/08. GASB 45 requires recognition of post -retirement
health care costs on an accrual basis over a period approximating the employees' years of service and to provide
information about actuarial accrued liabilities associated with these benefits and whether and to what extent progress is
being made in funding the plan.
General Fund
The governmental fund type used to account for all financial resources, except those required to be accounted for in
another fund.
General Ledger
A record containing the accounts needed to reflect the financial position and the results of operations of a government.
In double -entry bookkeeping, debit balances equal the credit balances in the general ledger.
Generally Accepted Accounting Principles (GAAP)
Minimum standards and guidelines for financial accounting and reporting. GAAP encompass the conventions, rules,
and procedures that serve as the norm for the fair presentation of financial statements. The GASB is the primary
authoritative accounting and financial reporting standard -setting body on the application of GAAP to state and local
governments.
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G e n e r a l l y A c c e p t e d A u d i t i n g S t a n d a r d s ( G A A S )
R u l e s a n d p r o c e d u r e s e s t a b l i s h e d b y t h e A m e r i c a n I n s t i t u t e o f C e r t i f i e d P u b l i c A c c o u n t a n t s ( A I C P A ) f o r t h e c o n d u c t
o f a f i n a n c i a l a u d i t . T h e r e a r e t e n b a s i c G A A S , c l a s s e d i n t o t h r e e b r o a d c a t e g o r i e s : g e n e r a l s t a n d a r d s , s t a n d a r d s o f
f i e l d w o r k , a n d s t a n d a r d s o f r e p o r t i n g . T h e A u d i t i n g S t a n d a r d s B o a r d o f t h e A I C P A p u b l i s h e s S t a t e m e n t s o n A u d i t i n g
S t a n d a r d s ( S A S ) a n d r e l a t e d i n t e r p r e t a t i o n s t o c o m m e n t a n d e x p a n d u p o n t h e s e b a s i c s t a n d a r d s .
G e n e r a l l y A c c e p t e d G o v e r n m e n t A u d i t i n g S t a n d a r d s ( G A G A S )
S t a n d a r d s e s t a b l i s h e d b y t h e G e n e r a l A c c o u n t i n g O f f i c e ( G A O ) i n i t s p u b l i c a t i o n , G o v e r n m e n t A u d i t i n g S t a n d a r d s , f o r
t h e c o n d u c t a n d r e p o r t i n g o f b o t h f i n a n c i a l a n d p e r f o r m a n c e a u d i t s i n t h e p u b l i c s e c t o r . G A G A S s e t f o r t h g e n e r a l
s t a n d a r d s a p p l i c a b l e t o b o t h t y p e s o f a u d i t s a n d s e p a r a t e s t a n d a r d s o f f i e l d w o r k a n d r e p o r t i n g f o r f i n a n c i a l a n d
p e r f o r m a n c e a u d i t s . T h e G A G A S s t a n d a r d s o f f i e l d w o r k a n d r e p o r t i n g f o r f i n a n c i a l a u d i t s i n c o r p o r a t e a n d b u i l d u p o n
G A A S .
G o v e r n m e n t a l F u n d s
F u n d s g e n e r a l l y u s e d t o a c c o u n t f o r t a x - s u p p o r t e d a c t i v i t i e s . T h e C o m m i s s i o n ' s g o v e r n m e n t a l f u n d s a r e c o m p r i s e d o f
g e n e r a l , s p e c i a l r e v e n u e , d e b t s e r v i c e , a n d c a p i t a l p r o j e c t s f u n d s _
G r a n t
A c o n t r i b u t i o n b y a g o v e r n m e n t o r o t h e r o r g a n i z a t i o n t o s u p p o r t a p a r t i c u l a r f u n c t i o n o r p r o g r a m .
I n d e p e n d e n t A u d i t o r
A n a u d i t o r m e e t i n g t h e i n d e p e n d e n c e c r i t e r i a s e t f o r t h i n G A A S a n d G A G A S .
I n d i r e c t C o s t A l l o c a t i o n P l a n
A c o s t a l l o c a t i o n p l a n d e v e l o p e d t o i d e n t i f y a n d d o c u m e n t t h e c o s t i n c u r r e d t o a d m i n i s t e r s t a t e a n d f e d e r a l p r o g r a m s
a n d i s u s e d t o r e c o v e r s u c h i n d i r e c t c o s t s f r o m p r o g r a m g r a n t s o r r e i m b u r s e m e n t a g r e e m e n t s .
I n t e r n a l A u d i t i n g
A n i n d e p e n d e n t a p p r a i s a l o f t h e d i v e r s e o p e r a t i o n s a n d c o n t r o l s w i t h i n a g o v e r n m e n t e n t i t y t o d e t e r m i n e w h e t h e r
a c c e p t a b l e p o l i c i e s a n d p r o c e d u r e s a r e f o l l o w e d , e s t a b l i s h e d s t a n d a r d s a r e m e t , r e s o u r c e s a r e u s e d e f f i c i e n t l y a n d
e c o n o m i c a l l y , a n d t h e o r g a n i z a t i o n ' s o b j e c t i v e s a r e b e i n g a c h i e v e d . T h e t e r m c o v e r s a l l f o r m s o f a p p r a i s a l o f a c t i v i t i e s
u n d e r t a k e n b y a u d i t o r s w o r k i n g f o r a n d w i t h i n a n o r g a n i z a t i o n .
I n t e r n a l C o n t r o l
P o l i c i e s a n d p r o c e d u r e s e s t a b l i s h e d t o p r o v i d e r e a s o n a b l e a s s u r a n c e t h a t s p e c i f i c g o v e r n m e n t o b j e c t i v e s w i l l b e
a c h i e v e d .
J o i n t V e n t u r e
A l e g a l e n t i t y o r o t h e r o r g a n i z a t i o n r e s u l t i n g f r o m a c o n t r a c t u a l a g r e e m e n t a n d t h a t i s o w n e d , o p e r a t e d , o r g o v e r n e d b y
t w o o r m o r e p a r t i c i p a n t s a s a s e p a r a t e a n d s p e c i f i c a c t i v i t y f o r t h e b e n e f i t o f t h e p u b l i c o r s e r v i c e r e c i p i e n t s a n d i n
w h i c h t h e g o v e r n m e n t r e t a i n s a n o n g o i n g f i n a n c i a l i n t e r e s t o r o n g o i n g f i n a n c i a l r e s p o n s i b i l i t y . T h e C o m m i s s i o n i s a
m e m b e r a g e n c y o f M e t r o l i n k .
L e g a l L e v e l o f B u d g e t a r y C o n t r o l
T h e l e v e l a t w h i c h a g o v e r n m e n t ' s m a n a g e m e n t m a y n o t r e a l l o c a t e r e s o u r c e s w i t h o u t s p e c i a l a p p r o v a l f r o m t h e
l e g i s l a t i v e b o d y .
L o a n s R e c e i v a b l e
A n a s s e t a c c o u n t r e f l e c t i n g a m o u n t s l o a n e d t o i n d i v i d u a l s o r o r g a n i z a t i o n s e x t e r n a l t o t h e C o m m i s s i o n , i n c l u d i n g n o t e s
t a k e n a s s e c u r i t y f o r s u c h l o a n s .
M e a s u r e m e n t F o c u s
T h e o b j e c t i v e o f a m e a s u r e m e n t , t h a t i s , w h a t i s b e i n g e x p r e s s e d i n r e p o r t i n g a g o v e r n m e n t ' s f i n a n c i a l p e r f o r m a n c e a n d
p o s i t i o n . A p a r t i c u l a r m e a s u r e m e n t f o c u s c o n s i d e r s n o t o n l y w h i c h r e s o u r c e s a r e m e a s u r e d ( f i n a n c i a l o r e c o n o m i c ) ,
b u t a l s o w h e n t h e e f f e c t s o f t r a n s a c t i o n s o r e v e n t s i n v o l v i n g t h o s e r e s o u r c e s a r e r e c o g n i z e d ( b a s i s o f a c c o u n t i n g ) . T h e
m e a s u r e m e n t f o c u s o f t h e C o m m i s s i o n ' s g o v e r n m e n t - w i d e a n d f i d u c i a r y f u n d f i n a n c i a l s t a t e m e n t s i s e c o n o m i c
r e s o u r c e s , w h e r e a s t h e m e a s u r e m e n t f o c u s o f g o v e r n m e n t a l f u n d f i n a n c i a l s t a t e m e n t s i s c u r r e n t f i n a n c i a l r e s o u r c e s .
M o d i f i e d A c c r u a l B a s i s
T h e a c c r u a l b a s i s o f a c c o u n t i n g a d a p t e d t o t h e g o v e r n m e n t a l f u n d s ' m e a s u r e m e n t f o c u s a c c o r d i n g t o w h i c h r e v e n u e s
a n d o t h e r f i n a n c i a l r e s o u r c e i n c r e m e n t s ( e . g . , b o n d i s s u e p r o c e e d s ) a r e r e c o g n i z e d w h e n t h e y b e c o m e s u s c e p t i b l e t o
2 2 3
accrual, that is when they become both "measurable" and "available to finance expenditures of the current period."
Expenditures are recognized when the fund liability is incurred except for unmatured interest on general long-term debt
and certain similar accrued obligations when due. The Commission's governmental funds are accounted for using the
modified accrual basis of accounting.
Other Financing Sources
Amounts classified separately from revenues to avoid distorting revenue trends that represent an increase in current
financial resources. Other financing sources generally include general long-term debt proceeds, amounts equal to the
present value of minimum lease payments arising from capital leases, proceeds from the sale of general fixed assets,
and transfers in.
Other Financing Uses
Amounts classified separately from expenditures to avoid distorting expenditure trends and represent a decrease in
current financial resources. Other financing uses generally include transfers out and the amount of refunding bond
proceeds deposited with the escrow agent.
Overhead
Indirect costs that cannot be specifically associated with a given service, program, or department and thus, cannot be
clearly associated with a particular functional category.
Principal
In the context of bonds other than deep -discount debt, the face value or par value of a bond or issue of bonds payable
on stated dates of maturity.
Program
Group activities, operations, or organizational units directed to attaining specific purposes or objectives.
Program Budget
A budget wherein expenditures are based primarily on the functions or activities of a government rather than to specific
items of cost or to specific departments.
Purchase Order
A document authorizing the delivery of specified merchandise or the rendering of certain services and the making of a
charge for them.
Refunding Bonds
Bonds issued to retire bonds already outstanding. The proceeds of refunding bonds may be used to repay the previously
issued debt (current refunding) or to be placed with an escrow agent and invested until used to pay principal and
interest on old debt at a future dale (advance refunding).
Reimbursement Grant
A grant for which a potential recipient must first incur qualifying expenditures to be eligible.
Reserved Fund Balance
Those portions of fund balance which are not appropriable for expenditure or that are legally segregated for a specific
future use.
Special Revenue Fund
A governmental fund type used to account for the proceeds of specific revenue sources (other than major capital
projects) that are legally restricted to expenditure for specified purposes. The Commission maintains special revenue
funds for Measure A Western County, Coachella Valley, and Palo Verde; Transportation Uniform Mitigation Fee;
Freeway Service Patrol; Service Authority for Freeway Emergencies; State Transit Assistance; and Local
Transportation Fund.
Transfers
All interfund transfers representing flows of assets between funds of the government without equivalent flows of assets
in return and without a requirement for repayments.
Trust Fund
A fiduciary fund type used to report pension, invesunent. or private -purpose trust arrangements, under which principal
and income benefit individuals, private organizations, or other governments.
•
•
224
T`ustee
A fiduciary holding property on behalf of another.
225
Proposed Budget
Fiscal Year 2009/10
RCTC
Budget Summary
Beginning Fund Balance S4E8,096,000
Revenues 284,435,700
Debt Roc eeds 260,000.000
Translers h 243,482,600
Total Estimated Sources 787,918,300
&pendeures 869,545.200
Transfers Out 243,482,600
Total attested Uses 813.027,800
Uses Over Sources (125.109,500)
(Offset by beghning fund balance)
Endng Fund Balance $ 280.985,500
Funding Sources
Budget Adjustments
(Draft to Final)
Mena ati,Gund a v14
PafYi FY 2009A4Va4mnle.
Bowsaw wssur.. re..w 14500.c021
MOM. LlFremw Il cc4wl
✓ oman," tern reneunamon1 SO.=
meroaz.F peren...l cwe inarn si, WPM
▪ ;ugq.reMaWmele (sas.evil
6[In M.11, 1.61, Ob.iuvn.
a.pec.e.,.a re
L acr(mien'Meure,' w lyn.ny Papal coat
cre...n'Maur.,' WOW -way i,000. oc m
Beb&FY ana AA amen
Merano ,0 0o1
Cara.. OF leuenvii I1.020.0031
Rrwaen ladarehele rwmuae,lenS ebap. w>
Bacreernmu.reni aeon Ila4mal
▪ ewnP+rvv„Menet 0,16on+r.t.n.t) sesoo
1.4.50 poleaemeaLopenccNa 14ss000l
Dacresse program nene2wenn coat
IICIPBSPO rY Oyaept;ael cmlc 01435001
ircreese. Miespc.we name A.M./MS. 110. soul
ircreass n Lif erceeon 101 wm9t11.1nme (B.A.ol
Rnmun Measure R L6P11311.1.3
h+w.a1uu.,' WC ne.y coat 11209,m]1
Lcrne.n eoasure,a or by,.aynyw erolr.l post. 151e3.1001
FY R91e L.M10 Fund Balm. War red luq.la10C91 329145,5n
Funding Sources
Wastes.A 4
LTF
Cancans
CIAAO
PTA
Federal Other
TOW
License Fees
OMV Fees
FSP
Investment and Other
Deb Proceeds
Tlanlars In
Total
Federal Stele LOcotl091er Total
8,751200
29,765,000
S 121.500,000 S 121.500,0M
87,%t ,903 e7,641,500
• 31,748,300
13.750200
10,£�M3
6'A.WJ
o25 mo •
5,524,000 5,524000
• 200,000,000 260,0130,IX0
- 243,482800 243.462,600
S 24,050.002 S 33,240%00 S 730.023,500 E 7e7.918,30
000,,000
1.060,000
SOPS t100
Summary of Expenditures
Management Services
Regional Programs
Capital Project Development and Delivery
Debt Service
Total
FV 09/10
Expenditures
$ 5,868,800
137,353,100
328,068,300
198,255,000
$ 689,545.200
1
Management Services
Elamtive Management
Administration
LegOlatlw Maio and Communications
Finance
Tool Management Services
rd7
Alumpermat
I rx
FT2008R0 Highlights:
Downtimes Expenditures have decreased
$ 215,300 6.1% from FY 2008/08
1,617,600 • Remain active In stab
legislative matters, Including
allowing design -build
2,888,900 procurements
Participate Mteaeral
reauthorization process
Provde proactive
communications and outreach
on major projects
Renew or replace letter of
credit tor commercial paper at
potentially nigher cost
e Use Measure A bad financing
revenues for debt service on
2009 bade
1,147,100
2,4
$ 5,868,800 •
•
Capital Program
Salaries and Benefits
Professional Costs
Suppose Costs
Projects and Operations:
General
Highways
Local Streets and Roads
Rail
Regional Arterials
Special Studies
Capital Outlay
Taal Capital Project Development Delivery
FY09l10
Expenditures
$ 2,456,300
10,248,500
1,052,200
14,352,000
185,927,000
35,908,900
61,672,000
15,583,400
150,000
718,000
S 328,068,300
Capital Program
Highlights
• 1989 Measure A Projects
- Local circulation interchanges on SRA1 (La Sierra and Van Buren) and SR-
60 (Valley Way)
- SR-74/G Street to 1-215 interchange
- SR-91 HOY lanes (Adams to Interchange)
- SR-111 projects
• 2009 Measure AI70-Year Delivery Plan Projects
- SR-91, 1-15, and 1-215 corridor improvements
- MSHCP land acquisition in Coachella Valley
- Coachella Valley highway and regional arterial projects in Indio and
Rancho Mirage
• Rail Projects
- Perris Valley Line and related projects
- Perris Multimodal Transportation and Riverside Downtown layover
facilities
• Regional ArterialICETAP Projects
- Mid County Parkway
- Local Western County TUMF projects
• Local Streets and Roads distributions of $35.9 million
Regional Programs
Regional Issues
Planning and Programming
Pail
Plantar wayA9negxnmt
Peek and specialised Transit
cmnender/sslaends
1/eenerfiesemN.4
Teel Pegtenal Proyemn
pY20mnU
EgaMllr.
s Tssd2ro
3.620200
24279.100
6270
wa21.0200
6,23]300
3.366.000
s 137.360a60
Highlights:
• Decrease of 4.9% Irons FY 2008A19
• Fund grade separagaw
• Complete ICE geotechnical studies
• OperMe new station MORN, In
Corona and Penis
• Provide higher operating and
capital subsldles to SCARS
• Maintain real properties In
compliance with local codes
• Use LTF and STA reserves for bum
and rail transit
• implement 1E511 system
• Dewier, new peril and ride
facilities
Capital Program
(continued)
Expenditures
Breakdown by Function
Personnel
P rotessiorml
Segnd
P roles le end Operations
Dad Sarek a and Cost of Issuance
Canna, Outlay
TotalEvendee.
FY 09E0
Expenditures
3 6,050,090
13.900.400
3.796E00
446,424400
190,255.000
119000
SO69.565200
2
Measure A Administration
■T^
i
• Measure A limits administrative salaries and benefits to 1% of
Measure A sales Mx revenues
• Commission policy for total administration costs not to exceed 4%of
Measure A sales tax revenues
Next Steps
• Receive input for proposed budget today
• Finalize budget and related document
• Close public hearing and adopt final budget
3
ADDITIONAL INFORMATION
AGENDA ITEM 6
(Insert after page 29 of the FY 2009/10 Budget document)
Gann Appropriations Limit
In November 1979, the voters of the State approved Proposition 4, commonly
known as the Gann Initiative. The Proposition created Article XIIIB of the State
Constitution, placing limits on the amount of revenue that can be spent by public
agencies from the "proceeds of taxes."
In 1980, the State Legislature added Section 7910 to the Government Code,
providing that the governing body of each local jurisdiction must establish, by
resolution, an appropriations limit for the following year. The appropriations limit
for any fiscal year is equal to the previous year's limit adjusted for population
changes and changes in the California per capita income.
The Commission is subject to the requirements of Article XIIIB. Gann
appropriations limits are calculated for and applied to the Commission. In
accordance with the requirements of Article XIIIB implementing legislation, the
Board approved Resolution No. 08-017 on June 11, 2008, establishing
appropriations limits for the Commission at $322,761,463. The FY 2008/09
budget appropriated $196,228,661 in taxes for the Commission, falling well within
the limits set by the Gann Initiative.
Based on historic trends and future projections, it appears the Commission's use
of the proceeds of taxes, as defined by Article XIIIB, will continue to fall below the
appropriations limit. The projected gap between the Commission's projected
"use of proceeds" and appropriations limit remains significant over the next
decade.
The calculation for the FY 2009/10 appropriations limit is as follows:
RIVERSIDE COUNTY TRANSPORTATION COMMISSION
2009-2010 APPROPRIATIONS LIMIT
2008-2009 Appropriations Limit $ 31 1,666,690
2009-2010 adjustment:
Change in California per capita income
Change in Population, Riverside County
2.13 percent
1.40 percent
2.13 + 100 = 1.0213
100
1.40 + 100 = 1.014
100
1.0213 x 1.014 = 1.0355982
$ 31 1,666,690 X 1.0355982 = $ 322,761,463
2009-2010 Appropriations Limit $ 322,761,463
Source: California per capita income — California Department of Finance
Population, Riverside County — California Department of Finance Demographic
Research Unit
"
R I V E R S / D E
C O U N T Y T R A N S P O R T A T I O N C O M M I S S I O N
D A T E :
J u n e 1 0 , 2 0 0 9
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 :
C h e r y l J o h n s , P r o c u r e m e n t a n d A s s e t s 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 :
F e d e r a l T r a n s i t A d m i n i s t r a t i o n D i s a d v a n t a g e d B u s i n e s s E n t e r p r i s e
P r o g r a m a n d P r o p o s e d G o a l f o r F e d e r a l F i s c a l Y e a r 2 0 0 9 / 1 0
S T A F F R E C O M M E N D A T I O N :
T h i s i t e m i s f o r t h e C o m m i s s i o n t o :
1 ) A d o p t 0 . 0 % a s i t s a n n u a l r a c e - n e u t r a l F e d e r a l T r a n s i t A d m i n i s t r a t i o n ( F T A )
D i s a d v a n t a g e d B u s i n e s s E n t e r p r i s e ( D B E ) g o a l f o r F F Y 2 0 0 9 / 1 0 f r o m
O c t o b e r 1 , 2 0 0 9 t o S e p t e m b e r 3 0 , 2 0 1 0 ;
2 ) A d o p t R e s o l u t i o n N o . 0 9 - 0 1 2 , " 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 A d o p t i n g I t s F e d e r a l F i s c a l Y e a r 2 0 0 9 / 1 0
D i s a d v a n t a g e d B u s i n e s s E n t e r p r i s e P r o g r a m a n d G o a l ( 4 9 C F R P a r t 2 6 ) a s
A p p l i e s t o F u n d i n g R e c e i v e d D i r e c t l y f r o m t h e F e d e r a l T r a n s i t
A d m i n i s t r a t i o n " ;
3 ) P o s t t h e p r o p o s e d D B E o v e r a l l a n n u a l g o a l f o r F F Y 2 0 0 9 / 1 0 a n d r e c e i v e
c o m m e n t s f o r 4 5 d a y s ; a n d
4 ) S u b m i t t h e F F Y 2 0 0 9 / 1 0 F T A D B E p r o g r a m a n d a n n u a l g o a l t o t h e F T A .
B A C K G R O U N D I N F O R M A T I O N :
I n a c c o r d a n c e w i t h r e g u l a t i o n s o f t h e U . S . D e p a r t m e n t o f T r a n s p o r t a t i o n
( U . S . D O T ) a n d t h e F T A , 4 9 C F R P a r t 2 6 , t h e C o m m i s s i o n m u s t a d o p t i t s D B E
a n n u a l g o a l a s a c o n d i t i o n t o r e c e i v e a c o m m i t m e n t f o r f e d e r a l f i n a n c i a l a s s i s t a n c e
f r o m t h e F T A a s a d i r e c t r e c i p i e n t .
S i n c e 2 0 0 6 , t h e C o m m i s s i o n h a s i m p l e m e n t e d a r a c e - n e u t r a l D B E p r o g r a m i n
c o m p l i a n c e w i t h d i r e c t i v e s i s s u e d b y t h e U . S . D O T p u b l i s h e d i n r e s p o n s e t o t h e
N i n t h C i r c u i t U . S . C o u r t o f A p p e a l s d e c i s i o n i n t h e W e s t e r n S t a t e s P a v i n g C o . v s .
U n i t e d S t a t e s a n d W a s h i n g t o n S t a t e D e p a r t m e n t o f T r a n s p o r t a t i o n . I n a
r a c e - n e u t r a l p r o g r a m , t h e C o m m i s s i o n m a y n o t s e t n u m e r i c c o n t r a c t D B E
p a r t i c i p a t i o n g o a l s o n a n y o f i t s D O T - a s s i s t e d c o n t r a c t s f o r w h i c h D B E
s u b c o n t r a c t i n g p o s s i b i l i t i e s e x i s t u n t i l s u c h t i m e t h a t t h e C o m m i s s i o n c a n
a d e q u a t e l y d o c u m e n t e v i d e n c e o f d i s c r i m i n a t i o n i n i t s t r a n s p o r t a t i o n c o n t r a c t i n g
A g e n d a I t e m 8 A
2 2 6
program within its relevant geographic area to meet narrow tailoring provisions of
the governing regulations (49 CFR Part 26).
However, for FFY 2009/10, it is proposed that the annual FTA DBE goal be 0.0%.
Staff is recommending a null goal because there are no new projects planned for
FFY 2009/10 that will be funded either in whole or in part with FTA funds.
Although the Commission has applied for stimulus funds from FTA, any such
funding received will be disbursed to local cities and other agencies. The
Commission will not be directly awarding any third party contracts using FTA
funds.
For FFY 2008/09, the Commission set an annual race -neutral DBE goal of 6.4%.
To date, the Commission has awarded one construction contract utilizing FTA
funds. In December 2008, a contract for the Perris Multimodal Transportation
Facility was awarded in the amount of $4,904,840 with federal funds in the
amount of $1,494,022.
As required, the public notice will be published in the newspaper to inform the
public of the proposed goals and the rationale for setting the goal. These
documents are available for inspection at the Commission for 30 days following the
date of the notice, with a 45-day comment period. If there are no substantive
comments received, the adopted goal and goal methodology shall be submitted to
the FTA by August 1, 2009.
Attachments:
1) DBE Goal Methodology
2) Resolution No. 09-012
Agenda Item 8A
•
•
227
ATTACHMENT 7
RIVERSIDE COUNTY TRANSPORTATION COMMISSION
Disadvantaged Business Enterprise (DBE) Program
Proposed Annual Overall Goal
For Federal Transit Administration Funded Projects
Federal Fiscal Year 2009/10
I. GOAL METHODOLOGY
As required by Federal Regulations 49 CFR Section 26, " public agencies
receiving Federal Department of Transportation -assisted funds must adopt its
annual overall DBE goal by using every effort to meet its goal through race
neutral measures. Agencies may establish specific contract goals, including
goals for particular projects through subcontracting opportunities, in those
instances when race neutral measures are not sufficient to meet the
Commission's overall goal.
The following methodology was used in establishing a Base Figure for DBE
availability for FFY 2009/10:
•. NUMERATOR - Disadvantaged Business Enterprises (DBEs)* firms in
the four -county area (Riverside, San Bernardino, and Orange)
• DENOMINATOR - Total number of consulting and construction firms,
the work category** identified within the three -county area based on
the most recent available data from the U.S. Census Bureau- 2006
*: Disadvantaged Business Enterprises (DBEs) include the following: Asian
Subcontinent, Caucasian, Hispanic, African American, Asian -Pacific American,
Women, Native American businesses and other businesses (men). The number of
the firms available was obtained from the Caltrans Office Civil Rights web page:
http://www.dot.ca.gov/hq/bep/find certified.htm
228
ATTACHMENT 1
* *: The work categories selected from the 2006 County Business Patterns (NAICS)
are as follows:
TABLE A
Industry
Code
Industry Code Description
5413
Architectural, Engineering, and Related Services
54131
Architectural Services
541310
Architectural Services
54132
Landscape Architectural Services
541320
Landscape Architectural Services
54133
Engineering Services
541330
Engineering Services
54134
Drafting Services
541340
Drafting Services
54135
Building Inspection Services
541350
Building Inspection Services
54136
Geophysical Surveying and Mapping Services
541360 -
Geophysical Surveying and Mapping Services
54137
Surveying and Mapping (except Geophysical) Services
541370
Surveying and Mapping (except Geophysical) Services
54138
Testing Laboratories
541380
Testing Laboratories
541618
Other Management Consulting Services
54162
Environmental Consulting Services
541620
Environmental Consulting Services
54182
Public Relations Agencies
541820
Public Relations Agencies
This information can be obtained from the following web link:
http://censtats.census.gov/cgi-bin/cbpnaic/cbpdetl.pl
229
ATTACHMENT 1
TABLE B—
Industry Code
_
Industry Code Description
237110
Water and Sewer Line and Related Structures Construction
237120
Oil and Gas Pipeline and Related Structures Construction
237130
Power and Communication Line and Related Structures Construction
237310
Highway, Street, and Bridge Construction
237990
Other Heavy and Civil Engineering Construction
238110
Poured Concrete Foundation and Structure Contractors
238120
Structural Steel and Precast Concrete Contractors
238140
Masonry Contractors
238190
Other Foundation, Structure, and Building Exterior Contractors
238210
Electrical Contractors
238910
Site Preparation Contractors
This information can be obtained from the following web link:
http://censtats.census.gov/cgi-bin/cbpnaic/cbpdetl.pl
To obtain the Numerator a query search was performed with the following
parameters at the Ca!trans Office Civil Rights web page:
• Select the three -county area (Riverside, San Bernardino, and Orange)
• Select the Race/Ethnicity.
• Select the same NAICS Categories that were used for the Census
Data Search as listed in Table A and Table B.
• Obtain the number of DBE certified Firms.
To obtain the Denominator a query search was performed with the following
parameters at the US Census Bureau web page:
• Select the three -county area (Riverside, San Bernardino, and Orange)
• Select the applicable NAICS Categories for the work to be performed;
these are outlined in Table A and Table B.
• Obtain the number of Firms.
230
ATTACHMENT 1
CENSUS DATA FOR CONSULTING SERVICES
CALTRANS
DBE CODE
NAICS
COUNTY
FIPS
CODE
COUNTY
NAICS 5413
Architectural,
Engineering,
and Related
Services
NAICS 54162
Environmental
Consulting
Services
NAICS
54182
Public
Relations
Agencies
NAICS
541618
Other
Management
Consulting
Services
30
059
Orange
1,893
170
93
104
33
065
Riverside
484
32
20
25
36
071
San
Bernardino
435
35
9
22
TOTAL
2,812
237
122
151
Of the 3,322 firms identified in the four NAISC classifications from the 2006
Census data there are 303 identified available DBE firms in the Caltrans DBE
directory of firms in the consultant services work codes that operate within the
four -county area, see table below:
DBE IDENTIFIED FIRMS PER NAICS CLASSIFICATIONS
FOR CONSULTING SERVICES
COUNTY
NAICS 5413
Architectural,
Engineering, and
Related Services
NAICS 54162
Environmental
Consulting
Services
NAICS 54182
Public
Relations
Agencies
NAICS 541618
Other
Management
Consulting
Services
Orange,
Riverside, San
Bernardino
139
38
25
101
The information presented above was obtained through the Caltrans Web Site:
http://www.dot.ca.gov/ucp/QuerySubmit.do?naicsCode = 54%20%20%20Professi
onal, %20Scientific, %20and %20Technical %20Services
231
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and Related Structures Construction
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-Jn
NAICS 237310 Highway, Street, and
Bridge Construction
rn
NAICS 237990 Other Heavy and Civil
Engineering Construction
c„
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Foundation and Structure Contractors
COCO
NAICS 238120 Structural Steel and
Precast Concrete Contractors
o
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NAICS 238140 Masonry Contractors
oN
NAICS 238190 Other Foundation,
Structure, and Building Exterior
Contractors
a)
NAICS 238210 Electrical Contractors
a)NAICS
al
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238910 Site Preparation
Contractors
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7
n
O
C
z
i
N
r n
N A I C S 2 3 7 1 1 0 W a t e r a n d S e w e r L i n e
a n d R e l a t e d S t r u c t u r e s C o n s t r u c t i o n
r n
N A I C S 2 3 7 1 2 0 O i l a n d G a s P i p e l i n e
a n d R e l a t e d S t r u c t u r e s C o n s t r u c t i o n
0 0
N A I C S 2 3 7 1 3 0 P o w e r a n d
C o m m u n i c a t i o n L i n e a n d R e l a t e d
S t r u c t u r e s C o n s t r u c t i o n
V
N A I C S 2 3 7 3 1 0 H i g h w a y , S t r e e t , a n d
B r i d g e C o n s t r u c t i o n
c o N A I C S
2 3 7 9 9 0 O t h e r H e a v y a n d C i v i l
E n g i n e e r i n g C o n s t r u c t i o n
c o N A I C S
r n
2 3 8 1 1 0 P o u r e d C o n c r e t e
F o u n d a t i o n a n d S t r u c t u r e C o n t r a c t o r s
w
o
N A I C S 2 3 8 1 2 0 S t r u c t u r a l S t e e l a n d
P r e c a s t C o n c r e t e C o n t r a c t o r s
c r
N A I C S 2 3 8 1 4 0 M a s o n r y C o n t r a c t o r s
w
N A I C S 2 3 8 1 9 0 O t h e r F o u n d a t i o n ,
S t r u c t u r e , a n d B u i l d i n g E x t e r i o r
C o n t r a c t o r s
+ ��
r n
N A I C S 2 3 8 2 1 0 E l e c t r i c a l C o n t r a c t o r s
- t z .
o
N A I C S 2 3 8 9 1 0 S i t e P r e p a r a t i o n
C o n t r a c t o r s
I . 1 N 3 W H O V I 1 /
ATTACHMENT 1
The following lists the total amount of projected funds (Federal (FTA) and non -
Federal (FTA)) for consultant and construction Services for FFY 2009-10.
The funding has been separated into each NAISC classifications to determine the
DBE percent per classification as required by the DBE calculation. The funding
distribution to each NAISC classification was determined by reviewing similar
projects or past experience with similar items of work.
WORK CATEGORY
ESTIMATED
PROJECT COST
ESTIMATED
AMOUNT OF
FEDERAL FUNDS
% OF
FEDERAL FUNDS
Consultant Services
$0
$0
0%
Construction Projects
$0
$0
0%
The projects that were used to determine the percent distribution for each NAISC
classification were as follows:
Consulting Services
State Route 22 Design -Build Project Management Services
State Route 74 Segment 1 Construction Management Contract
1-215 East Junction Final Engineering Design
Construction Services
State Route 74 G Street to 1-215 Project Report Cost Estimate
BUDGET BREAKDOWN CONSULTING SERVIi
NAICS
Classification
% Funding
Distribution
Funding
Amount ($)
Federal Funding
Amount($)
Federal Funding Weight
Factor
5413
Architectural,
Engineering, and
Related Services
0%
$0
$0
0
54162
Environmental
Consulting
Services
0%
$0
$0
0
54182
Public Relations
Agencies
0%
$0
$0
0
541618
Other
Management
Consulting
Services
0%
$0
$0
0
TOTAL
0%
SO
SO
0
234
ATTACHMENT 1
BUDGET BREAKDOWN CONSTRUCTION SERVICES
NAICS Classification
% Funding
Distribution
Funding
Amount IS)
Federal Funding
Amount($)
Federal Funding
Weight Factor
NAICS 237110 Water
and Sewer Line and
Related Structures
Construction
0%
$0
$0
0
NAICS 237120 Oil
and Gas Pipeline and
Related Structures
Construction
0%
$0
$0
0
NAICS 237130
Power and
Communication Line
and Related
Structures
Construction
0%
SO
$0
0
NAICS 237310
Highway, Street, and
Bridge Construction
0%
$0
SO
0
NAICS 237990 Other
Heavy and Civil
Engineering
Construction
09/0
SO
$0
0
NAICS 238110
Poured Concrete
Foundation and
Structure Contractors
0%
$0
$0
0
NAICS 238120
Structural Steel and
Precast Concrete
Contractors
0%
SO
SO
0
NAICS 238140
Masonry Contractors
0%
$0
$0
0
NAICS 238190 Other
Foundation,
Structure, and
Building Exterior
Contractors
0%
SO
$0
0
NAICS 238210
Electrical Contractors
0%
$0
$0
0
NAICS 238910 Site
Preparation
Contractors
0%
$0
$0
0
TOTAL
0%
$0
$0
0
At this time, there are no projected consultant or construction projects utilizing FTA
funds.
•
•
235
ATTACHMENT 1
The formula that is provided to determine calculation of DBE Goal is as follows.
The weighted Base Figure is calculated by first determining the number of ready,
willing, and able DBEs in the three counties for the work category shown in Table
A, divided by the number of total firms in those categories. Using this method
determines the availability by the number of firms that have directly participated in,
or attempted to participate in, past federally -funded assisted contracting efforts.
The application of the formula yields the following baseline information:
DBE( Base Figure) _
CE No. of (DBEs)in a Work Category xyVeight Ix100
No.of All Firms in same Work Category
The Base Figure resulting from the calculation is as follows:
CONSULTANT
NAICS
Classification
DBE s
Available
(Numerator)
All Firms from
2006 Census
Weight
DBE
(Base Figure)
5413
Architectural,
Engineering, and
Related Services
139
2,812
.00
0%
54162
Environmental
Consulting
Services
38
237
.00
0%
54182
Public Relations
Agencies
25
122
.00
0%
541618
Other
Management
Consulting
Services
101
151
.00
0%
TOTAL
303
3,322
0.00
0%
236
ATTACHMENT 1
CONSTRUCTION SERVICES
NAICS
Classification
DBE s
Available
(Numerator)
All Firms from
2006 Census
Weight
DBE
(Base Figure)
NAICS 237110
Water and Sewer
Line and Related
Structures
Construction
26
226
0.0
0%
NAICS 237120 Oil
and Gas Pipeline
and Related
Structures
Construction
6
33
0.0
0%
NAICS 237130
Power and
Communication Line
and Related
Structures
Construction
8
106
0.0
0%
NAICS 237310
Highway, Street,
and Bridge
Construction
67
175
0.0
0%
NAICS 237990
Other Heavy and
Civil Engineering
Construction
31
106
0.0
0%
NAICS 238110
Poured Concrete
Foundation and
Structure
Contractors
36
584
0.0
0%
NAICS 238120
Structural Steel and
Precast Concrete
Contractors
30
99
0.0
0%
NAICS 238140
Masonry
Contractors
15
400
0.0
0%
NAICS 238190
Other Foundation,
Structure, and
Building Exterior
Contractors
8
120
0.0
0%
NAICS 238210
Electrical
Contractors
46
1716
0.0
0%
NAICS 238910 Site
Preparation
Contractors
46
658
0.0
0%
TOTAL
319
4,223
0.0
0%
237
ATTACHMENT 1
DBE (Base Figure) = Consultant DBE(Base Figure) + Construction DBE(Base Figure)
DBE (Base Figure) = 0 + 0
DBE (Base Figure) = 0
II. ADJUSTMENTS TO THE BASE FIGURE
No adjustments have been made to the Base figure since no projects are
anticipated to be awarded in the upcoming fiscal using FTA funding.
III. ANTICIPATED PROJECTS FOR FFY 2009/10
For the Fiscal Year 2009-2010 no Consultant or Construction Contracts are
anticipated to be awarded with FTA federal fund allocations.
IV. UTILIZATION OF RACE/GENDER-NEUTRAL METHOD
If FTA funded projects were anticipated in the upcoming fiscal year staff
would foresee meeting the proposed goal by utilizing race -neutral methods
by: 1) making efforts to ensure that the Request for Proposals (RFPs) and
Invitation for Bids (IFBs) process and the contracting requirements facilitate
participation by DBEs and other small businesses; 2) encouraging the prime
consultant and contractors to subcontract portions of the work to DBEs; 3)
distributing the RFPs and IFBs to organizations that represent and assist
DBEs; and, 4) listing the RFPs and IFBs on the Commission website
www.rctc.org.
V. PUBLIC NOTICE IN SETTING OVERALL ANNUAL DBE GOAL
As required, the public notice informs the public of the proposed goals and
the rationale for setting the goal, which are available for inspection at the
Commission for 30 days following the date of the notice. The Commission
will receive comments for 45 days. If there are no substantive comments
received, the adopted goal and goal methodology shall be submitted to the
Federal Transit Administration prior to the start of the FFY on October 1,
2009.
VI. ESTABLISHMENT OF GOAL
Based on the information presented in the report, it is proposed that the
Commission's overall DBE goal for FFY 2009/10 be established at 0%.
238
ATTACHMENT 1
Construction Consultants
NAICS 237110
Water and Sewer Line and Related Structures Construction
..\caltrans searches\Construction\NAICS 237110\fta\fta search all dbe categories
05 22 09pdf.pdf
NAICS 237120
Oil and Gas Pipeline and Related Structures Construction
..\caltrans searcheslConstruction\NAICS 237120\fta\fta search all dbe categories
05 22 09pdf.pdf
NAICS 237130
Power and Communication Line and Related Structures Construction
..\caltrans searches\ConstructionlNAICS 237130\fta\fta search all dbe categories
05 22 09pdf.pdf
NAICS 237310
Highway, Street, and Bridge Construction
..\caltrans searches\ConstructionlNAICS 237310\fta\fta search all dbe categories
05 22 09pdf.pdf
NAICS 237990
Other Heavy and Civil Engineering Construction
..\caltrans searches\Construction\NAICS 237990\ftalfluerySubmit.pdf
NAICS 238110
Poured Concrete Foundation and Structure Contractors
..\caltrans searcheslConstruction\NAICS 238110\ftalfta search all dbe categories
05 22 09pdf.pdf
NAICS 238120
Structural Steel and Precast Concrete Contractors
..\caltrans searches\ConstructionlNAICS 2381201ftatha search all dbe categories
05 22 09pdf.pdf
NAICS 238140
Masonry Contractors
..\caltrans searches \ConstructionlNAICS 2381401fta\fta search all dbe categories
05 22 09pdf.pdf
NAICS 238190
Other Foundation, Structure, and Building Exterior Contractors
..\caltrans searcheslConstruction\NAICS 2381901fta\fta search all dbe categories
05 22 09pdf.pdf
240
ATTACHMENT 1
NAICS 238210
Electrical Contractors
..\caltrans searcheslConstruction\NAICS 2382101fta\fta search all dbe categories
05 22 09pdf.pdf
NAICS 238910
Site Preparation Contractors
..lcaltrans searches \ Construction lNAICS 2389101fta\fta search all dbe categories
05 22 09pdf.pdf
241
ATTACHMENT 2
RESOLUTION NO. 09-012
RESOLUTION OF THE
RIVERSIDE COUNTY TRANSPORTATION COMMISSION
ADOPTING ITS FEDERAL FISCAL YEAR 2009/10
DISADVANTAGED BUSINESS ENTERPRISE PROGRAM AND GOAL
(49 CFR PART 26) AS APPLIES TO FUNDING RECEIVED
DIRECTLY FROM THE FEDERAL TRANSIT ADMINISTRATION
WHEREAS, the Riverside County Transportation Commission
(Commission) adopted its Disadvantaged Business Enterprise (DBE) program in
1999;
WHEREAS, the Ninth Circuit Court of Appeals, in a decision regarding
the Washington State Department of Transportation, determined that sufficient
evidence must exist to support the use of race conscious measures on federal -aid
contracts;
WHEREAS, the Commission is still required, pursuant to 49 CFR
Part 26, to adopt a DBE goal and implement its DBE program as applies to federal
funding received by the Commission directly from the Federal Transit
Administration (FTA);
WHEREAS, the methodology to determine the agency's DBE goal shall
be in accordance with 49 CFR Part 26;
WHEREAS, the Commission is a direct recipient of FTA funds;
WHEREAS, the Commission does not currently have sufficient
evidence of discrimination or its effects which would support the adoption or
implementation of a race -conscious DBE goal;
WHEREAS, in light of the Ninth Circuit ruling and the FTA directive,
and in accordance with 49 CFR Part 26, the Commission has utilized all race
neutral methodology in calculating the federal fiscal year (FFY) 2009/10 DBE goal.
242
NOW, THEREFORE, the Riverside County Transportation Commission
hereby resolves as follows:
SECTION 1. The Riverside County Transportation Commission amends its
DBE program goal for FFY 2009/10 (October 1, 2009 through September 30,
2010) .
SECTION 2. The Commission goal for FFY 2009/10 shall be 0.0%.
SECTION 3. The Commission shall implement a race -neutral DBE program,
and shall take affirmative steps to utilize race -neutral means of meeting its overall
goal.
ADOPTED this 10th day of June, 2009.
Robert E. Magee, Chair
Riverside County Transportation Commission
ATTEST:
Jennifer Harmon, Clerk of the Board
Riverside County Transportation Commission
•
243
RIVERSIDE COUNTY TRANSPORTATION COMMISSION
DATE:
June 10, 2009
TO:
Riverside County Transportation Commission
FROM:
Cheryl Johns, Procurement and Assets Manager
THROUGH:
Anne Mayer, Executive Director
SUBJECT:
Federal Highway Administration and Caltrans Disadvantaged
Business Enterprise Program and Proposed Annual Anticipated
Race- Conscious and Race -Neutral Participation Goals for Federal
Fiscal Year 2009/10
STAFF RECOMMENDATION:
This item is for the Commission to:
1) Adopt 0.3% as its race -conscious Annual Anticipated DBE Participation Level
(AADPL) and 0.4% as its race -neutral Annual Anticipated DBE Participation
Level (AADPL) for FFY 2009/10 from October 1, 2009 to September 30,
2010;
2) Adopt Resolution No. 09-013, "A Resolution of the Riverside County
Transportation Commission Adopting Its Federal Fiscal Year 2009/10
Disadvantaged Business Enterprise Program and Annual Anticipated DBE
Participation Level as Applies to Funding Received from the Federal Highway
Administration Through Caltrans";
3) Authorize the Chair, pursuant to legal counsel review, to execute the
agreement on behalf of the Commission for submission to Caltrans;
4) Authorize the Chair to execute the Local Agency DBE Annual Submittal Form
on behalf of the Commission for submission to Caltrans; and
5) Submit the FFY 2009/10 DBE program and AADPL to Federal Highway
Administration (FHWA) and Caltrans.
BACKGROUND INFORMATION:
In accordance with regulations of the U.S. Department of Transportation
(U.S. DOT), the FHWA, and 49 CFR Part 26, in order to be eligible for federal
highway funding grants as a subrecipient through Caltrans, the Commission must
adopt annual DBE participation goals.
Since 2006, the Commission has implemented a race -neutral DBE program in
compliance with directives issued by U.S. DOT published in response to the Ninth
Circuit U.S. Court of Appeals decision in the Western States Paving Co. vs.
Agenda Item 8B
244
United States and Washington State Department of Transportation. In a race -
neutral program, the Commission may not set numeric contract DBE participation
goals on any of its DOT -assisted contracts for which DBE subcontracting
possibilities exist.
In March 2009, Caltrans notified all of its subrecipients that it had received
conditional approval from the FHWA to implement a race -conscious component to
the DBE program that would also apply to local agency sub -recipients of FHWA
funding. As a result, local agencies must adopt and execute a new California
Department of Transportation DBE Implementation Agreement and incorporate a
race -conscious annual anticipated DBE participation goal into their DBE program.
All contracts to be awarded after June 2, 2009, utilizing federal (FHWA) funding
must incorporate both race -neutral and race -conscious DBE participation goal
components. In addition Caltrans made available new contract terms and conditions
and forms that must be used in federally funded contracts.
For FFY 2008/09, the Commission established a race -neutral AADPL of 0.45%.
During the year, the total percentage of DBE award is 0.00%. The Commission did
not award any FHWA funded contracts.
In establishing the goals for FFY 2009/10, staff proposes that the Race -Conscious
AADPL be 0.3% and the race -neutral AADPL be 0.4%. These goals were based on
the U.S. Census Bureau "County Business Patterns" for 2005, using the North
American Industry Classification System (NAICS). This year staff used statistics
within a three -county area — Orange, Riverside, and San Bernardino — area that the
Commission draws bids from and is working with on several large projects.
The following project has been identified as a candidate for FHWA funding for
fiscal year 2009/10:
• Construction of State Route 74 from G Street to Interstate 215 interchange
The analysis attached to this staff report details the formula utilized in developing
the AADPLs for FFY 2009/10. Adoption of these goals and execution of the
included documents will meet the requirements established by Caltrans to continue
to receive FHWA funding as a subrecipient.
Attachments:
1► DBE Goal Methodology -Race Conscious
2) DBE Goal Methodology -Race Neutral
3) Resolution No. 09-013
4) U.S. DOT DBE Implementation Agreement
5) Annual Submittal Form
Agenda Item 8B
•
•
245
ATTACHMENT 1
RIVERSIDE COUNTY TRANSPORTATION COMMISSION
Disadvantaged Business Enterprise (DBE) Goal and Methodology
For Federal Fiscal Year 2009/10
Race -Conscious
The Commission was notified by the California Department of Transportation
(Caltrans) that it had received conditional approval from the Federal Highway
Administration (FHWA) to immediately implement its Federal Fiscal Year (FFY)
2009 Disadvantaged Business Enterprise (DBE) Goal and Methodology. As part of
the revised program, Caltrans has adopted a race -conscious DBE Goal and an
Annual Anticipated DBE Participation Level (AADPL). The two percentages will be
combined into an overall program goal.
To comply with the directive from Caltrans, the Commission is required to calculate
new race -conscious DBE goal.
In addition, the Commission is required to calculate a Annual Anticipated DBE
Participation Level (AADPL) and utilization that the Commission expects can be
achieved on the projected projects for the upcoming fiscal year. A separate
document will be issued outlining the determination of the AADPL.
I. RACE -CONSCIOUS DBE GOAL METHODOLOGY
The following methodology was used in establishing the race -conscious DBE
Goal for the State Route 91 Corridor Improvement RFQ:
• NUMERATOR - Underutilized Disadvantaged Business Enterprises
(UDBEs)* firms in the four -county area (Riverside, San Bernardino, and
Orange)
• DENOMINATOR - Total number of consulting and construction firms,
the work category** identified within the four -county area based on
the most recent available data from the U.S. Census Bureau - 2006
*: Underutilized Disadvantaged Business Enterprises (UDBEs) include the following
African American, Asian -Pacific American, Women, and Native American
businesses. The number of the firms available was obtained from the Caltrans
Office Civil Rights web page : http://www.dot.ca.gov/hq/bep/find certified.htm
246
ATTACHMENT 1
**: The work categories selected from the 2006 County Business Patterns (NAICS)
are as follows:
TABLE A — Consultant Services
Industry
Code
Industry Code Description
5413
Architectural, Engineering, and Related Services
54131
Architectural Services
541310
Architectural Services
54132
Landscape Architectural Services
541320
Landscape Architectural Services
54133
Engineering Services
541330
Engineering Services
54134
Drafting Services
541340
Drafting Services
54135
Building Inspection Services
541350
Building Inspection Services
54136
Geophysical Surveying and Mapping Services
541360
Geophysical Surveying and Mapping Services
54137
Surveying and Mapping (except Geophysical) Services
541370
Surveying and Mapping (except Geophysical) Services
54138
Testing Laboratories
541380
Testing Laboratories
541618
Other Management Consulting Services
54162
Environmental Consulting Services
541620
Environmental Consulting Services
54182
Public Relations Agencies
541820
Public Relations Agencies
This information can be obtained from the following web link:
http://censtats.census.gov/cgi-bin/cbpnaic/cbpdetl.pl
247
ATTACHMENT 1
TABLE B- Construction Services
Industry Code
Industry Code Description
237110
Water and Sewer Line and Related Structures Construction
237120
Oil and Gas Pipeline and Related Structures Construction
237130
Power and Communication Line and Related Structures Construction
237310
Highway, Street, and Bridge Construction
237990
Other Heavy and Civil Engineering Construction
238110
Poured Concrete Foundation and Structure Contractors
238120
Structural Steel and Precast Concrete Contractors
238140
Masonry Contractors
238190
Other Foundation, Structure, and Building Exterior Contractors
238210
Electrical Contractors
238910
Site Preparation Contractors
This information can be obtained from the following web link:
http://censtats.census.govicgi-bin/cbpnaic/cbpdetl.pl
248
ATTACHMENT 1
To obtain the Numerator a query search was performed with the following
parameters at the Caltrans Office Civil Rights web page:
• Select the three -county area (Riverside, San Bernardino, and Orange)
• Select the Race/Ethnicity - African American, Asian -Pacific American,
and Native American businesses, men and women owned business.
• A separate search was performed by selecting Women only owned
business with the remaining Race/Ethnicity classifications: Asian
Subcontinent, Caucasian, Hispanic, and other.
• Select the same NAICS Categories that were used for the Census
Data Search as listed in Table A and Table B.
• Obtain the number of DBE certified Firms.
To obtain the Denominator a query search was performed with the following
parameters at the US Census Bureau web page:
• Select the three -county area (Riverside, San Bernardino, and Orange)
• Select the applicable NAICS Categories for the work to be performed;
these are outlined in Table A and Table B.
• Obtain the number of Firms.
249
"
C E N S U S D A T A F O R C O N S U L T I N
"
A T T A C H M E N T 1
C A L T R A N S
D B E C O D E
N A I C S
C O U N T Y
F I P S C O D E
C O U N T Y
N A I C S 5 4 1 3
A r c h i t e c t u r a l ,
E n g i n e e r i n g , a n d
R e l a t e d S e r v i c e s
N A I C S 5 4 1 6 2
E n v i r o n m e n t a l
C o n s u l t i n g
S e r v i c e s
N A I C S 5 4 1 8 2
P u b l i c R e l a t i o n s
A g e n c i e s
N A I C S 5 4 1 6 1 8
O t h e r M a n a g e m e n t
C o n s u l t i n g S e r v i c e s
3 0
0 5 9
O r a n g e
1 , 8 9 3
1 7 0
9 3
1 0 4
3 3
0 6 5
R i v e r s i d e
4 8 4
3 2
2 0
2 5
3 6
0 7 1
S a n
B e r n a r d i n o
4 3 5
3 5
9
2 2
T O T A L
2 , 8 1 2
2 3 7
1 2 2
1 5 1
O f t h e 3 , 3 2 2 f i r m s i d e n t i f i e d i n t h e f o u r N A I S C c l a s s i f i c a t i o n s f r o m t h e 2 0 0 6 C e n s u s d a t a t h e r e a r e 2 3 0 i d e n t i f i e d
a v a i l a b l e U D B E f i r m s i n t h e C a l t r a n s D B E d i r e c t o r y o f f i r m s i n t h e c o n s u l t a n t s e r v i c e s w o r k c o d e s t h a t o p e r a t e
w i t h i n t h e f o u r - c o u n t y a r e a , s e e t a b l e b e l o w :
U D B E I D E N T I F I E D F I R M S P E R N A I C S C L A S S I F I C A T I O N S F O R
C O U N T Y
N A I C S 5 4 1 3
A r c h i t e c t u r a l , E n g i n e e r i n g ,
a n d R e l a t e d S e r v i c e s
N A I C S 5 4 1 6 2
E n v i r o n m e n t a l
C o n s u l t i n g
S e r v i c e s
N A I C S 5 4 1 8 2
P u b l i c R e l a t i o n s
A g e n c i e s
N A I C S 5 4 1 6 1 8
O t h e r M a n a g e m e n t
C o n s u l t i n g S e r v i c e s
O r a n g e ,
R i v e r s i d e , S a n
B e r n a r d i n o
9 7
2 9
2 2
8 2
T h e i n f o r m a t i o n p r e s e n t e d a b o v e w a s o b t a i n e d t h r o u g h t h e C a l t r a n s W e b S i t e :
h t t p : / / w w w . d o t . c a . g o v / u c p / Q u e r y S u b m i t . d o ? n a i c s C o d e = 5 4 % 2 0 % 2 0 % 2 0 P r o f e s s i o n a l , % 2 0 S c i e n t i f i c , % 2 0 a n d % 2 0
T e c h n i c a l % 2 0 S e r v i c e s
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NAICS 237110 Water and Sewer Line
and Related Structures Construction
w
NAICS 237120 Oil and Gas Pipeline
and Related Structures Construction
rn
NAICS 237130 Power and
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Structures Construction
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ATTACHMENT 1
The following lists the total amount of projected funds (Federal and non -Federal) for
Consultant and Construction Services for Fiscal Year 2009-2010. The funding has
been separated into each NAISC classifications to determine the DBE % per
classification as required by the DBE calculation. The funding distribution to each
NAISC classification was determined by reviewing similar projects or past
experience with similar items of work.
WORK
CATEGORY
ESTIMATED
PROJECT COST
ESTIMATED
AMOUNT OF
FEDERAL FUNDS
% OF
FEDERAL
FUNDS
Consultant
Services
$0
$0
0%
Construction
Projects
$30,075,000
$800,000
2.66%
The projects that were used to determine the % distribution for each NAISC
classification were as follows: d
Consulting Services:
State Route 22 Design -Build Project Management Services
State Route 74 Segment !Construction Management Contract
1-215 East Junction Final Engineering Design
Past project experience.
Construction Services:
State Route 74 G Street to 1-215 Project Report Cost Estimate
BUDGET BREAKDOWN CONSULTING SERVICES
NAICS
Classification
% Funding
Distribution
Funding
Amount I$)
Federal Funding
Amount($)
Federal Funding Weight
Factor
5413
Architectural,
Engineering, and
Related Services
0%
$0
$0
0
54162
Environmental
Consulting
Services
0%
$0
$0
0
54182
Public Relations
Agencies
0%
$0
SO
0
541618
Other
Management
Consulting
Services
0%
$0
$0
0
TOTAL
0%
$0
$0
0
253
ATTACHMENT 1
BUDGET BREAKDOWN CONSTRUCTION SERVICES
NAICS Classification
% Funding
Distribution
Funding Amount
($)
Federal Funding
Amount(S)
Federal Funding
Weight Factor
NAICS 237110
Water and Sewer
Line and Related
Structures
Construction
2.02%
$607,846.62
$16,168.82
0.0006
NAICS 237120 Oil
and Gas Pipeline and
Related Structures
Construction
0.93%
$279,559.14
$7,436.32
0.0003
NAICS 237130
Power and
Communication Line
and Related
Structures
Construction
0.16%
$47,587.05
$1,265.82
0.00004
NAICS 237310
Highway, Street, and
Bridge Construction
49.37%
$14,846,783.14
$394,926.90
0.0138
NAICS 237990 Other
Heavy and Civil
Engineering
Construction
14.32%
$4,305,363.99
$114,523.40
0.0040
NAICS 238110
Poured Concrete
Foundation and
Structure Contractors
19.07%
$5,736,266.38
$152,585.64
0.0053
NAICS 238120
Structural Steel and
Precast Concrete
Contractors
0.00%
$0.00
$0.00
0.0000
NAICS 238140
Masonry Contractors
4.82%
$1,450,783.16
$38,591.07
0.0013
NAICS 238190 Other
Foundation,
Structure, and
Building Exterior
Contractors
2.75%
$827,929.02
$22,023.05
0.0008
NAICS 238210
Electrical Contractors
5.96%
$1,792,099.52
$47,670.15
0.0017
NAICS 238910 Site
Preparation
Contractors
0.60%
$180,781.97
$4,808.83
0.0002
TOTAL
100.00%
$30,075,000.00
$800,000.00
0.0279
At this time, there is no projected Consultant project and only one Construction
project using $800,000 in Federal Funds or 2.66% of the total project cost.
254
ATTACHMENT 1
The formula that is provided to determine calculation of DBE Goal is as follows.
The weighted Base Figure is calculated by first determining the number of ready,
willing, and able DBEs in the three counties for the work category shown in Table
A, divided by the number of total firms in those categories. Using this method
determines the availability by the number of firms that have directly participated in,
or attempted to participate in, past federally -funded assisted contracting efforts.
The application of the formula yields the following baseline information:
AADPL ( Base Figure) = [x--,2_,
No.of (UDBEs)inaWorkCategoryxWeight
No. of All Firms in same Work Category
The Base Figure resulting from the calculation is as follows:
CONSULTANT SERVICES
x100
NAICS
Classification
UDBE s
Available
(Numerator)
All Firms from
2006 Census
Weight
AADPL
(Base Figure)
5413
Architectural,
Engineering, and
Related Services
97
2,812
.00
0%
54162
Environmental
Consulting
Services
29
237
.00
0%
54182
Public Relations'
Agencies
22
122
.00
0%
541618
Other
Management
Consulting
Services
82
151
.00
0%
TOTAL
230
3,322
0.00
0%
255
ATTACHMENT 1
CONSTRUCTION SERVICES
NAICS
Classification
UDBE s
Available
(Numerator)
All Firms from
2006 Census
Weight
AADPL
(Base Figure)
NAICS 237110
Water and Sewer
Line and Related
Structures
Construction
8
226
0.0006
0.0020%
NAICS 237120 oil
and Gas Pipeline
and Related
Structures
Construction
2
33
0.0003
0.0016%
NAICS 237130
Power and
Communication Line
and Related
Structures
Construction
3
106
0.00004
0.0001 %
NAICS 237310
Highway, Street,
and Bridge
Construction
28
175
0.0138
0.2202%
NAICS 237990
Other Heavy and
Civil Engineering
Construction
13
106
0.0040
0.0489%
NAICS 238110
Poured Concrete
Foundation and
Structure
Contractors
17
584
0.0053
0.0155%
NAICS 238120
Structural Steel and
Precast Concrete
Contractors
1 5
99
0.0000
0.0000%
NAICS 238140
Masonry
Contractors
6
400
0.0013
0.0020%
NAICS 238190
Other Foundation,
Structure, and
Building Exterior
Contractors
6
120
0.0008
0.0038%
NAICS 238210
Electrical
Contractors
29
1716
0.0017
0.0028%
NAICS 238910 Site
Preparation
Contractors
26
658
0.0002
0.0007%
TOTAL
153
4,223
0.0279
0.2976%
256
ATTACHMENT 1
AADPL (Base Figure) = Consultant AADPL(Base Figure) + Construction AADPL(Base
Figure)
AADPL (Base Figure) = 0 + 0.2976
AADPL (Base Figure) = 0.2976
AADPL (Base Figure) Rounded = 0.3%
II. ADJUSTMENTS TO THE BASE FIGURE
No adjustments have been made to the Base figure due the limited number
of similar sized projects managed by the Commission.
III. ANTICIPATED PROJECTS FOR FFY 2009/10
The following project represents the projected Federal Highway
Administration funded contracts for DBE federal fiscal year beginning
October 1, 2009 through September 30, 2010.
A. State Route 74 from G- Street to the 1-215 Interchange
Scope of Work — Construction of a new interchange and adjacent city
street improvements.
Estimated Total Amount of Contract: $ 30,075,000
Estimated Federal Funds: $ 800,000
For the Fiscal Year 2009-2010 no Consultant Contracts are anticipated to be
awarded with federal fund allocations.
IV. UTILIZATION OF RACE -CONSCIOUS METHOD
Staff foresees meeting the proposed 0.3% goal utilizing race -conscious
methods by: 1) making efforts to ensure that the Request for Proposals
(RFPs) and Invitation for Bids (IFBs) process and the contracting
requirements facilitate participation by DBEs and other small businesses; 2)
encouraging the prime consultant and contractors to subcontract portions of
the work to DBEs; 3) distributing the RFPs and IFBs to organizations that
represent and assist DBEs; and, 4) listing the RFPs and IFBs on the
Commission website www.rctc.org.
V. ESTABLISHMENT OF DBE GOAL
Based on the information presented in the report, it is proposed that the
Commission's race -conscious DBE goal for the fiscal year 2009 to 2010 be
established at 0.3%.
257
ATTACHMENT 1
VI. SUPPORTING DOCUMENTATION
Listed in this section are hyperlinks to the PDFs of the searches that were
performed to obtain the numbers used in the calculation.
2006 Census Data Search Print Outs:
Consultant
..\census data\Orange County\consultant search Orange County
05 19 08.pdf
..\census data\Riversdie County\consultant data riverside 05 19 09.pdf
..\census data\San Bernardino County\consultant data san Bernardino
05 19 09.pdf
Construction
..\census data\Orange County\construction search Orange County
05 19 09.pdf
..Icensus data1Riversdie County\construction data riverside 05 19 09.pdf
..\census data1San Bernardino County\construction data san bernardino
05 19 09.pdf
Ca!trans Certified DBE Firms Search Print Outs:
NAICS 5413
Architectural, Engineering, and Related Services
..1caltrans searches15413 Categories search\caltrans dbe database men and women
owned Asia black NtAm engineering same census categories 05 19 09.pdf
..\caltrans searches15413 Categories search\caltrans dbe database women owned
Asia sub cauc hispanic other 05 19 09.pdf
NAICS 54162
Environmental Consulting Services
..lcaltrans searches1541620 environmental\caltrans dbe database men and women
owned Asia black NtAm engineering same census categories 05 19 09.pdf
..lcaltrans searches\541620 environmentahcaltrans dbe database women owned
Asia sub cauc hispanic other 05 19 09.pdf
258
ATTACHMENT 1
NAICS 54182
Public Relations Agencies
..\caltrans searches1541820 public relations\caltrans dbe database men and women
owned Asia black NtAm engineering same census categories 05 19 09.pdf
..\caltrans searches1541820 public relations\caltrans dbe database women owned
Asia sub cauc hispanic other 05 19 09.pdf
NAICS 541618
Other Management Consulting Services
..\caltrans searches\541618 other managementicaltrans dbe database men
and women owned Asia black NtAm engineering same census categories
05 19 09.pdf
..Icaltrans searches\541618 other managementicaltrans dbe
database women owned Asia sub cauc hispanic other 05 19 09.pdf
Construction Consultants
NAICS 237110
Water and Sewer Line and Related Structures Construction
..\caltrans searches\Construction\NAICS 2371101asian pac black native American
05 19 09.pdf
..\caltrans searches\Construction\NAICS 237110\asian sub cauc hispanic other
Women 05 19 09.pdf
NAICS 237120
Oil and Gas Pipeline and Related Structures Construction
..\caltrans searches\Construction\NAICS 237120\aria
pac black native 05 19 09.pdf
..\caltrans searches\Construction\NAICS 237120\asian sub cauc hispanic other
Women 05 19 09.pdf
NAICS 237130
Power and Communication Line and Related Structures Construction
..\caltrans searches\Construction\NAICS 237130\asia
pac black native 05 19 09.pdf
..\caltrans searches\Construction\NAICS 2371301asian sub cauc hispanic other
Women 05 19 09.pdf
259
"
A T T A C H M E N T 1
N A I C S 2 3 7 3 1 0
H i g h w a y , S t r e e t , a n d B r i d g e C o n s t r u c t i o n
. . \ c a l t r a n s s e a r c h e s \ C o n s t r u c t i o n \ N A I C S 2 3 7 3 1 0 \ a s i a
p a c b l a c k n a t i v e 0 5 1 9 0 9 . p d f
. . \ c a l t r a n s s e a r c h e s \ C o n s t r u c t i o n \ N A I C S 2 3 7 3 1 0 \ a s i a n s u b c a u c h i s p a n i c o t h e r
W o m e n 0 5 1 9 0 9 . p d f
N A I C S 2 3 7 9 9 0
O t h e r H e a v y a n d C i v i l E n g i n e e r i n g C o n s t r u c t i o n
. . \ c a l t r a n s s e a r c h e s l C o n s t r u c t i o n \ N A I C S 2 3 7 9 9 0 \ a s i a
p a c b l a c k n a t i v e 0 5 1 9 0 9 . p d f
. . \ c a l t r a n s s e a r c h e s \ C o n s t r u c t i o n \ N A I C S 2 3 7 9 9 0 \ a s i a n s u b c a u c h i s p a n i c o t h e r
W o m e n 0 5 1 9 0 9 . p d f
N A I C S 2 3 8 1 1 0
P o u r e d C o n c r e t e F o u n d a t i o n a n d S t r u c t u r e C o n t r a c t o r s
. . \ c a l t r a n s s e a r c h e s l C o n s t r u c t i o n \ N A I C S 2 3 8 1 1 0 \ a s i a
p a c b l a c k n a t i v e 0 5 1 9 0 9 . p d f
. . \ c a l t r a n s s e a r c h e s l C o n s t r u c t i o n l N A I C S 2 3 8 1 1 0 \ a s i a n s u b c a u c h i s p a n i c o t h e r
W o m e n 0 5 1 9 0 9 . p d f
N A I C S 2 3 8 1 2 0
S t r u c t u r a l S t e e l a n d P r e c a s t C o n c r e t e C o n t r a c t o r s
. . \ c a l t r a n s s e a r c h e s l C o n s t r u c t i o n l N A I C S 2 3 8 1 2 0 \ a s i a
p a c b l a c k n a t i v e 0 5 1 9 0 9 . p d f
. . \ c a l t r a n s s e a r c h e s \ C o n s t r u c t i o n \ N A I C S 2 3 8 1 2 0 \ a s i a n s u b c a u c h i s p a n i c o t h e r
W o m e n 0 5 1 9 0 9 . p d f
N A I C S 2 3 8 1 4 0
M a s o n r y C o n t r a c t o r s
. . l c a l t r a n s s e a r c h e s \ C o n s t r u c t i o n \ N A I C S 2 3 8 1 4 0 1 a s i a
p a c b l a c k n a t i v e 0 5 1 9 0 9 . p d f
. . \ c a l t r a n s s e a r c h e s l C o n s t r u c t i o n \ N A I C S 2 3 8 1 4 0 \ a s i a n s u b c a u c h i s p a n i c o t h e r
W o m e n 0 5 1 9 0 9 . p d f
N A I C S 2 3 8 1 9 0
O t h e r F o u n d a t i o n , S t r u c t u r e , a n d B u i l d i n g E x t e r i o r C o n t r a c t o r s
. . \ c a l t r a n s s e a r c h e s \ C o n s t r u c t i o n \ N A I C S 2 3 8 1 9 0 1 a s i a
p a c b l a c k n a t i v e 0 5 1 9 0 9 . p d f
. . \ c a l t r a n s s e a r c h e s l C o n s t r u c t i o n l N A I C S 2 3 8 1 9 0 \ a s i a n s u b c a u c h i s p a n i c o t h e r
W o m e n 0 5 1 9 0 9 . p d f
2 6 0
ATTACHMENT 1
NAICS 238210
Electrical Contractors
..lcaltrans searches\Construction\NAICS 238210\asia
pac black native 05 19 09.pdf
..\caltrans searches\Construction\NAICS 238210\asian sub cauc hispanic other
Women 05 19 09.pdf
NAICS 238910
Site Preparation Contractors
..\caltrans searches\Construction\NAICS 238910\asia
pac black native 05 19 09.pdf
..\caltrans searches1Construction\NAICS 238910\asian sub cauc hispanic other
Women 05 19 09.pdf
261
ATTACHMENT 2
RIVERSIDE COUNTY TRANSPORTATION COMMISSION
AADPL Calculations Using DBEs Excluded From
The Underutilized Disadvantaged Business Enterprises (UDBEs)
For Race Conscious Determination For
Federal Fiscal Year 2009/10
Race -Neutral
The Commission was notified by the California Department of Transportation
(Caltrans) that they had received conditional approval from the Federal Highway
Administration (FHWA) to immediately implement its Federal Fiscal Year IFFY)
2009 Disadvantaged Business Enterprise (DBE) Goal and Methodology. As part of
the revised program, Caltrans has adopted a race -conscious DBE Goal and an
Annual Anticipated DBE Participation Level (AADPL). The two percentages will be
combined into an overall program goal.
To comply with the directive from Caltrans, the Commission is required to calculate
new race -conscious DBE goal. In addition, the Commission is required to calculate a
project specific Annual Anticipated DBE Participation Level (AADPL) and utilization
that the Commission achieved on the projected projects for the upcoming fiscal
year. A separate document will be issued outlining the determination of the race -
conscious DBE Goal
I. RACE -NEUTRAL AADPL METHODOLOGY
The following methodology was used in establishing the race -neutral AADPL:
• NUMERATOR - Disadvantaged Business Enterprises (DBEs)* firms in
the four -county area (Riverside, San Bernardino, and Orange)
• DENOMINATOR — Total number of consulting and construction firms,
the work category** identified within the four -county area based on
the most recent available data from the U.S. Census Bureau — 2006
*: Disadvantaged Business Enterprises (DBEs) include the following: Asian
Subcontinent (men), Caucasian (men), Hispanic (men), and other businesses (men).
The number of the firms available was obtained from the Caltrans Office Civil
Rights web page: http://www.dot.ca.gov/hq/bep/find certified.htm
262
ATTACHMENT 2
* *: The work categories selected from the 2006 County Business Patterns (NAICS)
are as follows:
TABLE A
Industry
Code
Industry Code Description
5413
Architectural, Engineering, and Related Services
54131
Architectural Services
541310
Architectural Services
54132
Landscape Architectural Services
541320
Landscape Architectural Services
54133
Engineering Services
541330
Engineering Services
54134
Drafting Services
541340
Drafting Services
54135
Building Inspection Services
541350
Building Inspection Services
54136
Geophysical Surveying and Mapping Services
541360
Geophysical Surveying and Mapping Services
54137
Surveying and Mapping (except Geophysical) Services
541370
Surveying and Mapping (except Geophysical) Services
54138
Testing Laboratories
541380
Testing Laboratories
541618
Other Management Consulting Services
54162
Environmental Consulting Services
541620
Environmental Consulting Services
54182
Public Relations Agencies
541820
Public Relations Agencies
This information can be obtained from the following web link:
http://censtats.census.gov/cgi-bin/cbpnaic/cbpdetl.pl
263
ATTACHMENT 2
TABLE B— Construction Services
Industry Code
Industry Code Description
237110
Water and Sewer Line and Related Structures Construction
237120
Oil and Gas Pipeline and Related Structures Construction
237130
Power and Communication Line and Related Structures Construction
237310
Highway, Street, and Bridge Construction
237990
Other Heavy and Civil Engineering Construction
238110
Poured Concrete Foundation and Structure Contractors
238120
Structural Steel and Precast Concrete Contractors
238140
Masonry Contractors
238190
Other Foundation, Structure, and Building Exterior Contractors
238210
Electrical Contractors
238910
Site Preparation Contractors
This information can be obtained from the following web link:
http://censtats.census.gov/cgi-bin/cbpnaic/cbpdetl.pl
To obtain the Numerator a query search was performed with the following
parameters at the Ca!trans Office Civil Rights web page:
• Select the three -county area (Riverside, San Bernardino, and Orange)
• Select the Race/Ethnicity - Asian Subcontinent (men), Caucasian
(men), Hispanic (men), and other businesses (men) owned business.
• Select the same NAICS Categories that were used for the Census
Data Search as listed in Table A and Table B.
• Obtain the number of DBE certified Firms.
To obtain the Denominator a query search was performed with the following
parameters at the US Census Bureau web page:
• Select the three -county area (Riverside, San Bernardino, and Orange)
• Select the applicable NAICS Categories for the work to be performed;
these are outlined in Table A and Table B.
• Obtain the number of Firms.
264
ATTACHMENT 2
CENSUS DATA FOR CONSULTING SERVICES
CALTRANS
DBE CODE
NAICS
COUNTY
FIPS CODE
COUNTY
NAICS 5413
Architectural,
Engineering, and
Related Services
NAICS 54162
Environmental
Consulting
Services
NAICS 54182
Public Relations
Agencies
NAICS 541618
Other Management
Consulting Services
30
059
Orange
1,893
170
93
104
33
065
Riverside
484
32
20
25
36
071
San
Bernardino
435
35
9
22
TOTAL
2,812
237
122
151
Of the 3,322 firms identified in the four NAISC classifications from the 2006 Census data there are 73 identified
available DBE firms in the Ca!trans DBE directory of firms in the consultant services work codes that operate within
the four -county area, see table below:
DBE IDENTIFIED FIRMS PER NAICS CLASSIFICATIONS
COUNTY
NAICS 5413
Architectural, Engineering,
and Related Services
NAICS 54162
Environmental
Consulting
Services
NAICS 54182
Public Relations
Agencies
NAICS 541618
Other Management
Consulting Services
Orange,
Riverside, San
Bernardino
42
9
3
19
The information presented above was obtained through the Caltrans Web Site:
http: //www.dot.ca.gov/ucp/QuerySubmit.do?naicsCode = 54%20 %20%20Professional, %20Scientific, %20and %20
Technical %20Services
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ATTACHMENT 2
The following lists the total amount of projected funds (Federal and non -Federal) for
Consultant and Construction Services for Fiscal Year 2009-2010. The funding has
been separated into each NAISC classifications to determine the DBE percent per
classification as required by the DBE calculation. The funding distribution to each
NAISC classification was determined by reviewing similar projects or past
experience with similar items of work.
WORK
CATEGORY
ESTIMATED
PROJECT COST
ESTIMATED
AMOUNT OF
FEDERAL FUNDS
% OF
FEDERAL FUNDS
Consultant Services
$0
$0
0%
Construction Projects
$30,075,000
$800,000
2.66%
The projects that were used to determine the percent distribution for each NAISC
classification were as follows:
Consulting Services:
State Route 22 Design -Build Project Management Services
State Route 74 Segment [Construction Management Contract
1-215 East Junction Final Engineering Design
Past project experience.
Construction Services:
State Route 74 G Street to 1-215 Project Report Cost Estimate
experience.
BUDGET BREAKDOWN CONSULTING SERVICES
NAICS
Classification
% Funding
Distribution
Funding
Amount IS)
Federal Funding
Amount(S)
Federal Funding Weight
Factor
5413
Architectural,
Engineering, and
Related Services
0%
SO
50
0
54162
Environmental
Consulting
Services
0%
$0
$0
0
54182
Public Relations
Agencies
0%
$0
$0
0
541618
Other
Management
Consulting
Services
0%
$0
$0
0
TOTAL
0%
$0
$0
0
268
ATTACHMENT 2
BUDGET BREAKDOWN CONSTRUCTION SERVICES
NAICS Classification
% Funding
Distribution
Funding Amount
(SI
Federal Funding
Amount($)
Federal Funding
Weight Factor
NAICS 237110
Water and Sewer
Line and Related
Structures
Construction
2.02%
$607,846.62
$16,168.82
0.0006
NAICS 237120 Oil
and Gas Pipeline and
Related Structures
Construction
0.93%
$279,559.14
$7,436.32
0.0003
NAICS 237130
Power and
Communication Line
' and Related
Structures
Construction
0.16%
$47,587.05
$1,265.82
0.00004
NAICS 237310
Highway, Street, and
Bridge Construction
49.37%
$14,846,783.14
$394,926.90
0.0138
NAICS 237990 Other
Heavy and Civil
Engineering
Construction
14.32%
$4,305,363.99
$114,523.40
0.0040
NAICS 238110
Poured Concrete
Foundation and
Structure Contractors
19.07%
$5,736,266.38
$152,585.64
0.0053
NAICS 238120
Structural Steel and
Precast Concrete
Contractors
0.00%
$0.00
$0.00
0.0000
NAICS 238140
Masonry Contractors
4.82%
$1,450,783.16
$38,591.07
0.0013
NAICS 238190 Other
Foundation,
Structure, and
Building Exterior
Contractors
2.75%
$827,929.02
$22,023.05
0.0008
NAICS 238210
Electrical Contractors
5.96%
$1,792,099.52
$47,670.15
0.0017
NAICS 238910 Site
Preparation
Contractors
0.60%
$180,781.97
$4,808.83
0.0002
TOTAL
100.00%
$30,075,000.00
$800,000.00
0.0279
At this time, there are no projected Consultant projects and only one Construction
project using $800,000 in Federal Funds or 2.66% of the total project cost.
269
ATTACHMENT 2
The formula that is provided to determine calculation of DBE Goal is as follows.
The weighted Base Figure is calculated by first determining the number of ready,
willing, and able DBEs in the three counties for the work category shown in
Table A, divided by the number of total firms in those categories. Using this
method determines the availability by the number of firms that have directly
participated in, or attempted to participate in, past federally -funded assisted
contracting efforts.
The application of the formula yields the following baseline information:
AADPL (Base Figure) = f � No.of (DBEs)in aWork Category xWeight
L No. of All Firms in same Work Category
The Base Figure resulting from the calculation is as follows:
CONSULTANT SERVICES
x100
NAICS
Classification
DBE s
Available
(Numerator)
All Firms from
2006 Census
Weight
AADPL
(Base Figure)
5413
Architectural,
Engineering, and
Related Services
42
2,812
.00
0%
54162
Environmental
Consulting
Services
9
237
.00
0%
54182
Public Relations
Agencies
3
122
.00
0%
541618
Other
Management
Consulting
Services
19
151
.00
0%
TOTAL
73
3,322
0.00
0%
270
ATTACHMENT 2
CONSTRUCTION SERVICES
NAICS
Classification
DBE s
Available
(Numerator)
All Firms from
2006 Census
Weight
AADPL
(Base Figure)
NAICS 237110
Water and Sewer
Line and Related
Structures
Construction
18
226
0.0006
0.0045%
NAICS 237120 oil
and Gas Pipeline
and Related
Structures
Construction
4
33
0.0003
0.0031 %
NAICS 237130
Power and
Communication Line
and Related
Structures
Construction
5
106
0.00004
0.0002%
NAICS 237310
Highway, Street,
and Bridge
Construction
39
175
0.0138
0.3067%
NAICS 237990
Other Heavy and
Civil Engineering
Construction
18
106
0.0040
0.0678%
NAICS 238110
Poured Concrete
Foundation and
Structure
Contractors
19
584
0.0053
0.0173%
NAICS 238120
Structural Steel and
Precast Concrete
Contractors
15
99
0.0000
0.0000%
NAICS 238140
Masonry
Contractors
9
400
0.0013
0.0030%
NAICS 238190
Other Foundation,
Structure, and
Building Exterior
Contractors
2
120
0.0008
0.0013%
NAICS 238210
Electrical
Contractors
17
1716
0.0017
0.0016%
NAICS 238910 Site
Preparation
Contractors
20
658
0.0002
0.0005%
TOTAL
166
4,223
0.0279
0.4061 %
271
ATTACHMENT 2
AADPL (Base Figure) = Consultant AADPL(Base Figure) + Construction AADPL(Base
Figure)
AADPL (Base Figure) = 0 + 0.4061
AADPL (Base Figure) = 0.4061
AADPL (Base Figure) Rounded = 0.4%
II. ADJUSTMENTS TO THE BASE FIGURE
No adjustments have been made to the Base figure due the limited number
of similar sized projects managed by the Commission.
III. ANTICIPATED PROJECTS FOR FFY 2009/10
The following project represents the projected Federal Highway
Administration funded contracts for DBE federal fiscal year beginning
October 1, 2009 through September 30, 2010.
A. State Route 74 from G- Street to the 1-215 Interchange
Scope of Work — Construction of a new interchange and adjacent city
street improvements.
Estimated Total Amount of Contract: $ 30,075,000
Estimated Federal Funds: $ 800,000
For the Fiscal Year 2009-2010 no Consultant Contracts are anticipated to be
awarded with federal fund allocations.
IV. UTILIZATION OF RACE -NEUTRAL METHOD
Staff foresees meeting the proposed 0.4% AADPL utilizing race -neutral
methods by: 1) making efforts to ensure that the Request for Proposals
(RFPs) and Invitation for Bids (IFBs) process and the contracting
requirements facilitate participation by DBEs and other small businesses; 2)
encouraging the prime consultant and contractors to subcontract portions of
the work to DBEs; 3) distributing the RFPs and IFBs to organizations that
represent and assist DBEs; and, 4) listing the RFPs and IFBs on the
Commission website www.rctc.orq.
V. ESTABLISHMENT OF AADPL
Based on the information presented in the report, it is proposed that the
Commission's race -neutral AADPL for the fiscal year 2009 to 2010 be
established at 0.4%.
272
ATTACHMENT 2
VI. SUPPORTING DOCUMENTATION
Listed in this section are hyperlinks to the PDFs of the searches that were
performed to obtain the numbers used in the calculation.
2006 Census Data Search Print Outs:
Consultant
..\census data\Orange County\consultant search Orange County
05 19 08.pdf
..\census data\Riversdie County\consultant data riverside 05 19 09.pdf
..\census data\San Bernardino County\consultant data san Bernardino
05 19 09.pdf
Construction
..\census data\Orange County\construction search Orange County
05 19 09.pdf
..1census data\Riversdie Countylconstruction data riverside 05 19 09.pdf
..\census data\San Bernardino Countylconstruction data san bernardino
05 19 09.pdf
Ca!trans Certified DBE Firms Search Print Outs:
NAICS 5413
Architectural, Engineering, and Related Services
..lcaltrans searches15413 Categories search\Race Neutrallrace neutral asian
sub cauc hispanic other men 05 22 09.pdf
NAICS 54162
Environmental Consulting Services
..lcaltrans searches\541620 environmentallrace neutrallrace neutral asian
sub cauc hispanic other men 05 22 09.pdf
NAICS 54182
Public Relations Agencies
. \caltrans searches\541820 public relationslrace neutrallrace neutral asian
sub cauc hispanic other men 05 22 09.pdf
273
ATTACHMENT 2
NAICS 541618
Other Management Consulting Services
..\caltrans searches1541618 other management\race neutral\race neutral asian
sub cauc hispanic other men 05 22 09.pdf
Construction Consultants
NAICS 237110
Water and Sewer Line and Related Structures Construction
..\caltrans searches\Construction\NAICS 237110\race neutral\race neutral asian
sub cauc hispanic other men 05 22 09.pdf
NAICS 237120
Oil and Gas Pipeline and Related Structures Construction
..\caltrans searches\Construction\NAICS 237120\race neutrallrace neutral asian
sub cauc hispanic other men 05 22 09.pdf
NAICS 237130
Power and Communication Line and Related Structures Construction
..\caltrans searches\Construction\NAICS 237130\race neutral\race neutral asian
sub cauc hispanic other men 05 22 09.pdf
NAICS 237310
Highway, Street, and Bridge Construction
..\caltrans searches\Construction\NAICS 237310\race neutral\race neutral asian
sub cauc hispanic other men 05 22 09.pdf
NAICS 237990
Other Heavy and Civil Engineering Construction
..\caltrans searches\Construction\NAICS 237990\race neutral\race neutral asian
sub cauc hispanic other men 05 22 09.pdf
NAICS 238110
Poured Concrete Foundation and Structure Contractors
..\caltrans searches\Construction\NAICS 238110\race neutral\race neutral asian
sub cauc hispanic other men 05 22 09.pdf
NAICS 238120
Structural Steel and Precast Concrete Contractors
..\caltrans searches\Construction\NAICS 238120\race neutral\race neutral asian
sub cauc hispanic other men 05 22 09.pdf
NAICS 238140
Masonry Contractors
..\caltrans searches\Construction\NAICS 238140\race neutral\race neutral asian
sub cauc hispanic other men 05 22 09.pdf
274
ATTACHMENT 2
NAICS 238190
Other Foundation, Structure, and Building Exterior Contractors
..1caltrans searches\Construction\NAICS 238190\race neutral\race neutral asian
sub cauc hispanic other men 05 22 09.pdf
NAICS 238210
Electrical Contractors
..\caltrans searches\Construction\NAICS 238210\race neutral\race neutral asian
sub cauc hispanic other men 05 22 09.pdf
NAICS 238910
Site Preparation Contractors
..\caltrans searches\Construction\NAICS 238910\race neutral\race neutral asian
sub cauc hispanic other men 05 22 09.pdf
275
ATTACHMENT 3
RESOLUTION NO. 09-013
RESOLUTION OF THE
RIVERSIDE COUNTY TRANSPORTATION COMMISSION
ADOPTING ITS FEDERAL FISCAL YEAR 2009/10
DISADVANTAGED BUSINESS ENTERPRISE PROGRAM AND ANNUAL
ANTICIPATED DBE PARTICIPATION LEVEL AS APPLIES TO FUNDING RECEIVED
FROM THE FEDERAL HIGHWAY ADMINISTRATION THROUGH CALTRANS
WHEREAS, the Riverside County Transportation Commission adopted its
Disadvantaged Business Enterprise Program in 1999;
WHEREAS, the Ninth Circuit Court of Appeals, in a decision regarding the
Washington State Department of Transportation, determined that sufficient
evidence must exist to support the use of race conscious measures on federal -aid
contracts;
WHEREAS, Caltrans conducted an assessment of its DBE program, including
an extended public comment period, and determined that the use of race conscious
programs and goals could violate the Ninth Circuit ruling, which is controlling
authority for California;
WHEREAS, as of August 2007, Caltrans completed an Availability/Disparity
Study (Study) the purpose of which, was to ascertain whether discrimination exists
in the State's transportation contracting industry;
WHEREAS, based on the results of the Study, Caltrans requested a waiver
from the U.S. Department of Transportation (U.S. DOT) to implement race -neutral
and race -conscious measures;
WHEREAS, U.S. DOT granted Caltrans request for waiver and approved the
proposed goals and methodology;
WHEREAS, Caltrans adopted and began implementing the "California
Department of Transportation Disadvantaged and Underutilized Disadvantaged
Business Enterprise Program Plan" ("Caltrans DBE program") to institute a race-
conscious/race-neutral DBE program at both the state and local level;
WHEREAS, Caltrans DBE program replaces the existing Caltrans race -neutral
DBE program as well as all existing local agency DBE programs, unless a local
agency program has been directly approved by a federal agency;
WHEREAS, local agencies no longer have their own separate DBE programs,
but must instead complete a "Disadvantaged Business Enterprise Implementation
Agreement" between the local agency and Caltrans;
276
WHEREAS, rather than establishing their own DBE goals, local agencies are
now required to calculate their Annual Anticipated DBE Participation Levels
(AADPL) based on factors set forth in the Local Programs Procedures, which revise
the Local Assistance Procedures Manual to provide for a race -conscious and race -
neutral program that recognizes underutilized Disadvantaged Businesses Enterprises
as identified in the Study, and to submit the AADPLs to Caltrans via the "DBE
Annual Submittal Form" for the relevant federal fiscal year;
NOW, THEREFORE, the Riverside County Transportation Commission hereby
resolves as follows:
SECTION 1. The Riverside County Transportation Commission hereby adopts
the Caltrans DBE program and authorizes the Chair to:
A. Execute the California Department of Transportation Disadvantaged
Business Enterprise Implementation Agreement, pursuant to legal
counsel review, as Exhibit A to this resolution;
B. Execute the Local Agency "DBE Annual Submittal Form" on behalf
of the Commission,
SECTION 2. The Riverside County Transportation Commission hereby adopts 0.3%
as its Annual Anticipated DBE Race -Conscious Participation Level (AADPL) and
0.4% as its Annual Anticipated DBE Race -Neutral Participation Level (AADPL) for
the FFY 2009/10.
ADOPTED this 10th day of June, 2009
Robert E. Magee, Chair
Riverside County Transportation Commission
ATTEST:
Jennifer Harmon, Clerk of the Board
Riverside County Transportation Commission
•
•
•
277
ATTACHMENT 4
Exhibit 9-A Disadvantaged Business Enterprise Implementation Agreement for Local Agencies
CALIFORNIA
DEPARTMENT OF TRANSPORTATION
DISADVANTAGED BUSINESS ENTERPRISE
PROGRAM
IMPLEMENTATION AGREEMENT
FOR
LOCAL AGENCIES
278
March 4, 2009
CALIFORNIA DEPARTMENT OF TRANSPORTATION DISADVANTAGED BUSINESS
ENTERPRISE IMPLEMENTATION AGREEMENT
For the Riverside County Transportation Commission, hereinafter referred to as "RECIPIENT."
I Definition of Terms
The terms used in this agreement have the meanings defined in 49 CFR § 26.5.
II OBJECTIVE/POLICY STATEMENT (§26/1. 26/23)
The RECIPIENT intends to receive federal financial assistance from the U. S. Department of Transportation
(DOT) through the California Department of Transportation (Caltrans), and as a condition of receiving this
assistance, the RECIPIENT will sign the California Department of Transportation Disadvantaged Business
Enterprise Program Implementation Agreement (hereinafter referred to as Agreement). The RECIPIENT agrees to
implement the State of California, Department of Transportation Disadvantaged Business Enterprise (DBE)
Program Plan (hereinafter referred to as the DBE Program Plan) as it pertains to local agencies. The DBE
Program Plan is based on U.S. Department of Transportation (DOT), 49 CFR, Part 26 requirements.
It is the policy of the RECIPIENT to ensure that DBEs, as defined in Part 26, have an equal opportunity to receive
and participate in DOT -assisted contracts. It is also their policy:
• To ensure nondiscrimination in the award and administration of DOT -assisted contracts.
• To create a level playing field on which DBE's can compete fairly for DOT -assisted contracts.
• To ensure that their annual overall DBE participation percentage is narrowly tailored, in accordance with
applicable law.
• To ensure that only firms that fully meet 49 CFR, Part 26 eligibility standards are permitted to participate as
DBEs.
•• To help remove barriers to the participation of DBEs in DOT -assisted contracts.
• To assist the development of firms that can compete successfully in the market place outside the DBE
Program.
•
III Nondiscrimination (§26.7)
RECIPIENT will never exclude any person from participation in, deny any person the benefits of, or otherwise
discriminate against anyone in connection with the award and performance of any contract covered by 49 CFR,
Part 26 on the basis of race, color, sex, or national origin. In administering the local agency components of the
DBE Program Plan, the RECIPIENT will not, directly, or through contractual or other arrangements, use criteria
or methods of administration that have the effect of defeating or substantially impairing accomplishment of the
objectives of the DBE Program Plan with respect to individuals of a particular race, color, sex, or national origin.
279
March 4, 2009
1V Annual DBE Submittal Form 026.21)
The RECIPIENT will provide to the Caltrans District Local Assistance Engineer (DLAE) a completed Local
Agency DBE Annual Submittal Form (Exhibit 9-B) by June 1 of each year for the following Federal Fiscal Year
(FFY). This form includes an Annual Anticipated DBE Participation Level (AADPL), methodology for
establishing the AADPL, the name, phone number, and electronic mailing address of the designated DBELO, and
the choice of Prompt Pay Provision to be used by the RECIPIENT for the following FFY.
•
V Race -Neutral Means of Meeting the Overall Statewide Annual DBE Goal 02631)
RECIPIENT must meet the maximum feasible portion of its AADPL by using race -neutral means of facilitating
DBE participation. Race -neutral DBE participation includes any time a DBE wins a prime contract through
customary competitive procurement procedures, is awarded a subcontract on a prime contract that does not carry a
DBE goal, or even if there is a DBE goal, wins a subcontract from a prime contractor that did not consider its
DBE status in making the award (e.g., a prime contractor that uses a strict low -bid system to award subcontracts).
Race -neutral means include, but are not limited to, the following:
1. Arranging solicitations, times for the presentation of bids, quantities, specifications, and delivery
schedules in ways that facilitate DBE, and other small businesses, participation (e.g., unbundling large
contracts to make them more accessible to small businesses, requiring or encouraging prime contractors
to subcontract portions of work that they might otherwise perform with their own forces);
2. Providing assistance in overcoming limitations such as inability to obtain bonding or financing (e.g., by
such means as simplifying the bonding process, reducing bonding requirements, eliminating the impact of
surety costs from bids, and providing services to help DBEs, and other small businesses, obtain bonding
and financing);
3. Providing technical assistance and other services; •
4. Carrying out information and communication programs on contracting procedures and specific contract
opportunities (e.g., ensuring the inclusion of DBEs, and other small businesses, on recipient mailing lists
of bidders; ensuring the dissemination to bidders on prime contracts of lists of potential subcontractors;
provision of information in languages other than English, where appropriate);
5. Implementing a supportive services program to develop and improve immediate and long-term business
management, record keeping, and financial and accounting capability for DBEs and other small
businesses;
6. Providing services to help DBEs, and other small businesses, improve long-term development, increase
opportunities to participate in a variety of types of work, handle increasingly significant projects, and
achieve eventual self-sufficiency;
7. Establishing a program to assist new, start-up fimis, particularly in fields in which DBE participation has
historically been low;
8. Ensuring distribution of your DBE directory, through print and electronic means, to the widest feasible
universe of potential prime contractors; and
9. Assisting DBEs, and other small businesses, to develop their capability to utilize emerging technology
and conduct business through electronic media.
March 4, 2009
280
" V I R a c e C o n s c i o u s M e a n s o f M e e t i n g t h e O v e r a l l S t a t e w i d e A n n u a l D B E G o a l ( � 2 6 . 5 1 ( d ) )
R E C I P I E N T m u s t e s t a b l i s h c o n t r a c t g o a l s f o r U n d e r u t i l i z e d D i s a d v a n t a g e d B u s i n e s s E n t e r p r i s e s ( U D B E s ) t o
m e e t a n y p o r t i o n o f y o u r A A D P L y o u d o n o t p r o j e c t b e i n g a b l e t o m e e t u s i n g r a c e - n e u t r a l m e a n s . U D B E s a r e
l i m i t e d t o t h e s e c e r t i f i e d D B E s t h a t a r e o w n e d a n d c o n t r o l l e d b y A f r i c a n A m e r i c a n s , N a t i v e A m e r i c a n s , W o m e n ,
a n d A s i a n P a c i f i c A m e r i c a n s .
V I I Q u o t a s ( � 2 6 . 4 3 )
R E C I P I E N T w i l l n o t u s e q u o t a s o r s e t - a s i d e s i n a n y w a y i n t h e a d m i n i s t r a t i o n o f t h e l o c a l a g e n c y c o m p o n e n t o f
t h e D B E P r o g r a m P l a n .
V I I I D B E L i a i s o n O f f i c e r ( D B E L O ) ( � 2 6 . 2 5 )
R E C I P I E N T h a s d e s i g n a t e d a D B E L i a i s o n O f f i c e r . T h e D B E L O i s r e s p o n s i b l e f o r i m p l e m e n t i n g t h e D B E
P r o g r a m P l a n , a s i t p e r t a i n s t o t h e R E C I P I E N T , a n d e n s u r e s t h a t t h e R E C I P I E N T i s f u l l y a n d p r o p e r l y a d v i s e d
c o n c e r n i n g D B E P r o g r a m P l a n m a t t e r s . [ S p e c i f y r e s o u r c e s a v a i l a b l e t o t h e D B E L O ; e . g . , t h e D B E L O h a s a s t a f f
o f t w o p r o f e s s i o n a l e m p l o y e e s a s s i g n e d t o t h e D B E p r o g r a m o n a f u l l - t i m e b a s i s a n d t w o s u p p o r t p e r s o n n e l w h o
d e v o t e a p o r t i o n o f t h e i r t i m e t o t h e p r o g r a m . ] T h e n a m e , a d d r e s s , t e l e p h o n e n u m b e r , e l e c t r o n i c m a i l a d d r e s s , a n d
a n o r g a n i z a t i o n c h a r t d i s p l a y i n g t h e D B E L O ' s p o s i t i o n i n t h e o r g a n i z a t i o n a r e f o u n d i n A t t a c h m e n t t o t h i s
A g r e e m e n t . T h i s i n f o r m a t i o n w i l l b e u p d a t e d a n n u a l l y a n d i n c l u d e d o n t h e D B E A n n u a l S u b m i t t a l F o r m .
T h e D B E L O i s r e s p o n s i b l e f o r d e v e l o p i n g , i m p l e m e n t i n g , a n d m o n i t o r i n g t h e R E C I P I E N T ' S r e q u i r e m e n t s o f t h e
D B E P r o g r a m P l a n i n c o o r d i n a t i o n w i t h o t h e r a p p r o p r i a t e o f f i c i a l s . D u t i e s a n d r e s p o n s i b i l i t i e s i n c l u d e t h e
f o l l o w i n g :
1 . G a t h e r s a n d r e p o r t s s t a t i s t i c a l d a t a a n d o t h e r i n f o r m a t i o n a s r e q u i r e d .
1 1 1 / 2 . R e v i e w s t h i r d p a r t y c o n t r a c t s a n d p u r c h a s e r e q u i s i t i o n s f o r c o m p l i a n c e w i t h t h i s p r o g r a m .
3 . W o r k s w i t h a l l d e p a r t m e n t s t o d e t e r m i n e p r o j e c t e d A n n u a l A n t i c i p a t e d D B E P a r t i c i p a t i o n L e v e l .
4 . E n s u r e s t h a t b i d n o t i c e s a n d r e q u e s t s f o r p r o p o s a l s a r e m a d e a v a i l a b l e t o D B E s i n a t i m e l y m a n n e r .
5 . A n a l y z e s D B E p a r t i c i p a t i o n a n d i d e n t i f i e s w a y s t o e n c o u r a g e p a r t i c i p a t i o n t h r o u g h r a c e - n e u t r a l m e a n s .
6 . P a r t i c i p a t e s i n p r e - b i d m e e t i n g s .
7 . A d v i s e s t h e C E O / g o v e r n i n g b o d y o n D B E m a t t e r s a n d D B E r a c e - n e u t r a l i s s u e s .
8 . P r o v i d e s D B E s w i t h i n f o r m a t i o n a n d r e c o m m e n d s s o u r c e s t o a s s i s t i n p r e p a r i n g b i d s , o b t a i n i n g b o n d i n g
a n d i n s u r a n c e .
9 . P l a n s a n d p a r t i c i p a t e s i n D B E t r a i n i n g s e m i n a r s .
1 0 . P r o v i d e s o u t r e a c h t o D B E s a n d c o m m u n i t y o r g a n i z a t i o n s t o f u l l y a d v i s e t h e m o f c o n t r a c t i n g o p p o r t u n i t i e s .
2 8 1
M a r c h 4 , 2 0 0 9
IX Federal Financial Assistance Agreement Assurance (§26.13)
RECIPIENT will sign the following assurance, applicable to and to be included in all DOT -assisted contracts and ID
their administration, as part of the program supplement agreement for each project.
The recipient shall not discriminate on the basis of race, color, national origin, or sex in the award and
performance of any DOT -assisted contract, or in the administration of its DBE Program, or the requirements of 49
CFR Part 26. The recipient shall take all necessary and reasonable steps under 49 CFR, Part 26 to ensure
nondiscrimination in the award and administration of DOT -assisted contracts. The recipient's DBE Program, as
required by 49 CFR, Part 26 and as approved by DOT, is incorporated by reference in this agreement.
Implementation of this program is a legal obligation and failure to carry out its terms shall be treated as a
violation of this agreement. Upon notification to the recipient of its failure to carry out its approved program, the
Department may impose sanctions as provided for under Part 26 and may, in appropriate cases, refer the matter
for enforcement under 18 U.S.C. 1001 and/or the Program Fraud Civil Remedies Act of 1986 (31 U.S.C. 3801 et
seq.). [Note — this language is to be used verbatim, as it is stated in §26.13(a).]
X DBE Financial Institutions (§26.27)
It is the policy of the RECIPIENT to investigate the full extent of services offered by financial institutions owned
and controlled by socially and economically disadvantaged individuals in the community to make reasonable
efforts to use these institutions, and to encourage prime contractors on DOT -assisted contracts to make use of
these institutions.
Information on the availability of such institutions can be obtained from the DBELO. The Caltrans'
Disadvantaged Business Enterprise Program may offer assistance to the DBELO.
XI Directory (§26.31)
RECIPIENT will refer interested persons to the Unified Certification Program DBE directory available from the
Caltrans Disadvantaged Business Enterprise Program's website at www.dot.ca.gov/hq/bep.
XII Required Contract Clauses (§§26.13, 26.29)
RECIPIENT ensures that the following clauses or equivalent will be included in each DOT -assisted prime
contract:
A. CONTRACT ASSURANCE
The contractor or subcontractor shall not discriminate on the basis of race, color, national origin, or sex in the
performance of this contract. The contractor shall carry out applicable requirements of 49 CFR, Part 26 in the
award and administration of DOT -assisted contracts. Failure by the contractor to carry out these requirements is a
material breach of this contract, which may result in the termination of this contract or such other remedy, as
recipient deems appropriate.
[Note — This language is to be used verbatim, as is stated in §26.13(b). See Caltrans Sample Boiler Plate Contract
Documents on the Internet at www.dot.ca.gov/hq/LocalPrograms under "Publications."]
•
March 4, 2009
282
"
"
B . P R O M P T P A Y M E N T
P r o m p t P r o g r e s s P a y m e n t t o S u b c o n t r a c t o r s
T h e l o c a l a g e n c y s h a l l r e q u i r e c o n t r a c t o r s a n d s u b c o n t r a c t o r s t o b e t i m e l y p a i d a s s e t f o r t h i n S e c t i o n
7 1 0 8 . 5 o f t h e C a l i f o r n i a B u s i n e s s a n d P r o f e s s i o n s C o d e c o n c e r n i n g p r o m p t p a y m e n t t o s u b c o n t r a c t o r s .
T h e 1 0 - d a y s i s a p p l i c a b l e u n l e s s a l o n g e r p e r i o d i s a g r e e d t o i n w r i t i n g . A n y d e l a y o r p o s t p o n e m e n t o f
p a y m e n t o v e r 3 0 d a y s m a y t a k e p l a c e o n l y f o r g o o d c a u s e a n d w i t h t h e a g e n c y ' s p r i o r w r i t t e n a p p r o v a l .
A n y v i o l a t i o n o f S e c t i o n 7 1 0 8 . 5 s h a l l s u b j e c t t h e v i o l a t i n g c o n t r a c t o r o r s u b c o n t r a c t o r t o t h e p e n a l t i e s ,
s a n c t i o n s , a n d o t h e r r e m e d i e s o f t h a t S e c t i o n . T h i s r e q u i r e m e n t s h a l l n o t b e c o n s t r u e d t o l i m i t o r i m p a i r
a n y c o n t r a c t u a l , a d m i n i s t r a t i v e , o r j u d i c i a l r e m e d i e s , o t h e r w i s e a v a i l a b l e t o t h e c o n t r a c t o r o r
s u b c o n t r a c t o r i n t h e e v e n t o f a d i s p u t e i n v o l v i n g l a t e p a y m e n t o r n o n p a y m e n t b y t h e c o n t r a c t o r , d e f i c i e n t
s u b c o n t r a c t o r p e r f o r m a n c e , a n d / o r n o n c o m p l i a n c e b y a s u b c o n t r a c t o r . T h i s c l a u s e a p p l i e s t o b o t h D B E
a n d n o n - D B E s u b c o n t r a c t o r s .
P r o m p t P a y m e n t o f W i t h h e l d F u n d s t o S u b c o n t r a c t o r s
T h e l o c a l a g e n c y s h a l l e n s u r e p r o m p t a n d f u l l p a y m e n t o f r e t a i n a g e f r o m t h e p r i m e c o n t r a c t o r t o t h e
s u b c o n t r a c t o r w i t h i n t h i r t y ( 3 0 ) d a y s a f t e r t h e s u b c o n t r a c t o r ' s w o r k i s s a t i s f a c t o r i l y c o m p l e t e d a n d
a c c e p t e d . T h i s s h a l l b e a c c o m p a n i e d b y i n c l u d i n g e i t h e r ( 1 ) , ( 2 ) , o r ( 3 ) o f t h e f o l l o w i n g p r o v i s i o n s [ l o c a l
a g e n c y e q u i v a l e n t w i l l n e e d C a l t r a n s a p p r o v a l ] i n t h e i r f e d e r a l - a i d c o n t r a c t s t o e n s u r e p r o m p t a n d f u l l
p a y m e n t o f r e t a i n a g e [ w i t h h e l d f u n d s ] t o s u b c o n t r a c t o r s i n c o m p l i a n c e w i t h 4 9 C F R 2 6 . 2 9 .
1 . N o r e t a i n a g e w i l l b e h e l d b y t h e a g e n c y f r o m p r o g r e s s p a y m e n t s d u e t o t h e p r i m e c o n t r a c t o r . P r i m e
c o n t r a c t o r s a n d s u b c o n t r a c t o r s a r e p r o h i b i t e d f r o m h o l d i n g r e t a i n a g e f r o m s u b c o n t r a c t o r s . A n y d e l a y o r
p o s t p o n e m e n t o f p a y m e n t m a y t a k e p l a c e o n l y f o r g o o d c a u s e a n d w i t h t h e a g e n c y ' s p r i o r w r i t t e n
a p p r o v a l . A n y v i o l a t i o n o f t h e s e p r o v i s i o n s s h a l l s u b j e c t t h e v i o l a t i n g c o n t r a c t o r o r s u b c o n t r a c t o r t o t h e
p e n a l t i e s , s a n c t i o n s , a n d o t h e r r e m e d i e s s p e c i f i e d i n S e c t i o n 7 1 0 8 . 5 o f t h e C a l i f o r n i a B u s i n e s s a n d
P r o f e s s i o n s C o d e . T h i s r e q u i r e m e n t s h a l l n o t b e c o n s t r u e d t o l i m i t o r i m p a i r a n y c o n t r a c t u a l ,
a d m i n i s t r a t i v e , o r j u d i c i a l r e m e d i e s , o t h e r w i s e a v a i l a b l e t o t h e c o n t r a c t o r o r s u b c o n t r a c t o r i n t h e e v e n t o f
a d i s p u t e i n v o l v i n g l a t e p a y m e n t o r n o n p a y m e n t b y t h e c o n t r a c t o r , d e f i c i e n t s u b c o n t r a c t o r p e r f o r m a n c e ,
a n d / o r n o n c o m p l i a n c e b y a s u b c o n t r a c t o r . T h i s c l a u s e a p p l i e s t o b o t h D B E a n d n o n - D B E s u b c o n t r a c t o r s .
2 . N o r e t a i n a g e w i l l b e h e l d b y t h e a g e n c y f r o m p r o g r e s s p a y m e n t s d u e t h e p r i m e c o n t r a c t o r . A n y
r e t a i n a g e k e p t b y t h e p r i m e c o n t r a c t o r o r b y a s u b c o n t r a c t o r m u s t b e p a i d i n f u l l t o t h e e a m i n g
s u b c o n t r a c t o r i n 3 0 d a y s a f t e r t h e s u b c o n t r a c t o r ' s w o r k i s s a t i s f a c t o r i l y c o m p l e t e d . A n y d e l a y o r
p o s t p o n e m e n t o f p a y m e n t m a y t a k e p l a c e o n l y f o r g o o d c a u s e a n d w i t h t h e a g e n c y ' s p r i o r w r i t t e n
a p p r o v a l . A n y v i o l a t i o n o f t h e s e p r o v i s i o n s s h a l l s u b j e c t t h e v i o l a t i n g c o n t r a c t o r o r s u b c o n t r a c t o r t o t h e
p e n a l t i e s , s a n c t i o n s , a n d r e m e d i e s s p e c i f i e d i n S e c t i o n 7 1 0 8 . 5 o f t h e C a l i f o r n i a B u s i n e s s a n d P r o f e s s i o n s
C o d e . T h i s r e q u i r e m e n t s h a l l n o t b e c o n s t r u e d t o l i m i t o r i m p a i r a n y c o n t r a c t u a l , a d m i n i s t r a t i v e , o r
j u d i c i a l r e m e d i e s , o t h e r w i s e a v a i l a b l e t o t h e c o n t r a c t o r o r s u b c o n t r a c t o r i n t h e e v e n t o f a d i s p u t e
i n v o l v i n g l a t e p a y m e n t o r n o n p a y m e n t b y t h e c o n t r a c t o r , d e f i c i e n t s u b c o n t r a c t o r p e r f o r m a n c e , a n d / o r
n o n c o m p l i a n c e b y a s u b c o n t r a c t o r . T h i s c l a u s e a p p l i e s t o b o t h D B E a n d n o n - D B E s u b c o n t r a c t o r s .
2 8 3
M a r c h 4 , 2 0 0 9
3. The agency shall hold retainage from the prime contractor and shall make prompt and regular
incremental acceptances of portions, as determined by the agency of the contract work and pay retainage
to the prime contractor based on these acceptances. The prime contractor or subcontractor shall return all
monies withheld in retention from all subcontractors within 30 days after receiving payment for work
satisfactorily completed and accepted including incremental acceptances of portions of the contract work
by the agency. Any delay or postponement of payment may take place only for good cause and with the
agency's prior written approval. Any violation of these provisions shall subject the violating prime
contractor to the penalties, sanctions, and other remedies specified in Section 7108.5 of the Califomia
Business and Professions Code. This requirement shall not be construed to limit or impair any
contractual, administrative, or judicial remedies, otherwise available to the contractor or subcontractor in
the event of a dispute involving late payment or nonpayment by the contractor; deficient subcontractor
performance; and/or noncompliance by a subcontractor. This clause applies to both DBE and non -DBE
subcontractors.
XIII Local Assistance Procedures Manual
The RECIPIENT will advertise, award and administer DOT -assisted contracts in accordance with the most
current published Local Assistance Procedures Manual (LAPM).
XIV Transit Vehicle Manufacturers (§ 26.49)
If FTA-assisted contracts will include transit vehicle procurements, RECIPIENT will require each
transit vehicle manufacturer, as a condition of being authorized to bid or propose on transit vehicle
procurements, to certify that it has complied with the requirements of 49 CFR Part 26, Section 49.
XV Bidders List (§26.11(c))
The RECIPIENT will create and maintain a bidders list, consisting of information about all DBE and
non -DBE firms that bid or quote on its DOT -assisted contracts. The bidders list will include the name,
address, DBE/nonDBE status, age, and annual gross receipts of the firm.
XVI Reporting to the DLAE
RECIPIENT will promptly submit a copy of the Local Agency Bidder/Proposer-UDBE Commitment (Consultant
Contract), (Exhibit 10-0(1) "Local Agency Bidder/Proposer-DBE Commitment (Consultant Contract)") or
Exhibit 15-G(1) "Local Agency Bidder-UDBE Commitment (Construction Contract) to the DLAE at the time of
award of the consultant or construction contracts.
RECIPIENT will promptly submit a copy of the Local Agency Bidder -DBE Information (Exhibit 15-G(2) "Local
Agency Bidder -DBE (Construction Contracts) — Information" or Exhibit 10-0(2) "Local Agency
Proposer/Bidder-DBE (Consultant Contracts) -Information" of the LAPM) to the DLAE at the time of execution
of consultant or construction contract.
RECIPIENT will promptly submit a copy of the Final Utilization of DBE participation to the DLAE using Exhibit
17-F "Final Report — Utilization of Disadvantaged Business Enterprises (DBE), First -Tier Subcontractors" of the
LAPM immediately upon completion of the contract for each consultant or construction contract.
March 4, 2009
284
XVII Certification (§26.83(a))
CIPIENT ensures that only DBE firms currently certified by the California Unified Certification Program will
articipate as DBEs on DOT -assisted contracts.
XVIII Confidentiality
RECIPIENT will safeguard from disclosure to third parties, information that may reasonably be regarded as
confidential business information consistent with federal, state, and local laws.
By
(Signature )
Robert E. Magee, Chair
ADMINISTERING AGENCY
(Authorized Governing Body Representative)
Phone Number: 951-787-7141
This California Department of Transportation's Disadvantaged Business Enterprise Program Implementation
Agreement is accepted by:
[Signature of DLAE]
i
[Print Name of DLAE]
Distribution (1)Original—DLAE
(2) Signed copy by the DLAE — Local Agency
(Updated: March 4, 2009)
Date:
285
March 4, 2009
Local Assistance Procedures Manual EXHIBIT 9-B
Local Agency DBE Annual Submittal Form
Exhibit 9-B Local Agency DBE Annual Submittal Form
TO: CALTRANS DISTRICT 08
District Local Assistance Engineer
ATTACHMENT 5
The amount of the Annual Anticipated DBE Participation Level (AADPL) and methodology are presented
herein, in accordance with Title 49 of the Code of Federal Regulations (CFR), Part 26, and the State of
California, Department of Transportation Disadvantaged Business Enterprise (DBE) Program Plan.
The Riverside County Transportation Commission,
submits our AADPL information. We have established an AADPL of 0_7 % (0.4 % Race Neutral; 0_3% Race
Conscious) for the Federal Fiscal Year 2009 /10, beginning on October 1, 2009 and ending on September 30,
2010.
Methodology
[Please attach the methodology used to determine the AADPL. See Chapter 9, Section 9.7 of the Local
Assistance Procedures Manual (LAPM) for guidance in developing the AADPL.]
Disadvantaged Business Enterprise Liaison Officer (DBELO)
[Please provide the name, address, phone number, fax number, and electronic mail address of the DBELO for
the coming Federal Fiscal Year.] Riverside County Transportation Commission Attn: Cheryl Johns
4080 Lemon Street 3`d Floor, Riverside, CA 92501 Mailing address: P.O. Box 12008 Riverside, CA 92502-
2208 Phone Number: 951-787-7967 Fax Number: 951-787-7920 E-mail Address cjohns@rctc.org.
Planned Race -Neutral Measures: Attendance at local and regional Procurement Small Business and DBE Fairs;
participation in the CCCP and SBDC joint programs; focused mailings to CUCP bidders list firms in NAICS
codes that correspond with our projects; promote networking opportunities for primes and DBE subs for
upcoming projects. Notify minority chambers and other appropriate business oriented associations of upcoming
procurements.
[Please detail the race -neutral measures your local agency plans to implement for the upcoming Federal Fiscal
Year per 49 CFR Part 26.51 and Section V of the California Department of Transportation Race -Conscious
DBE Program Implementation Agreement for Local Agencies.]
Prompt Pay
Federal regulation (49 CFR 26.29) requires one of three methods be used in federal -aid contracts to ensure
prompt and full payment of any retainage, kept by the prime contractor or subcontractor, to a subcontractor.
(Attached is a listing of the three methods. On the attachment, please designate which prompt payment
provision the local agency will use.)
49 CFR Part 26.29(d) requires providing appropriate means to enforce prompt payment. These means may
include appropriate penalties for failure to comply with the terms and conditions of the contract. The means
may also provide that any delay or postponement of payment among the parties may take place only for good
cause, with the local agency's prior written approval. Please briefly describe the monitoring and enforcement
mechanisms in place to ensure that all subcontractors, including DBEs, are promptly paid.
LPP 09-xx
286
Page 9-35
March 4, 2009
EXHIBIT 9-B Local Assistance Procedures Manual
Local Agency DBE Annual Submittal Form
At this time, RCTC receives copies of the lien releases from the subs and material suppliers indicating payment
has been made. In the future, RCTC will not release monthly progress payments to the prime without first
receiving a certification from each sub indicating payment from the previous month. The Commission will also
consider implementation of appropriate administrative sanctions which may include withholding of payment of
the prime's invoice until payment is made to the Subcontractor, or termination of the contract in accordance
with the Article entitled TERMINATION FOR DEFAULT depending of course on the issues surrounding
failure of the prime to pay the sub promptly.
(Signature ) Date
Robert E. Magee, Chair
ADMINISTERING AGENCY
(Authorized Governing Body Representative)
951-757-7141
Phone Number
(Signature of Caltrans District Local Assistance Engineer [DLAE]) Date
Distribution: (I)Original -DLAE
(2) Signed copy by the DLAE— Local Agency
Page 9-36
March 4, 2009
LPP 09-xx
287
Local Assistance Procedures Manual EXHIBIT 9-B
Local Agency DBE Annual Submittal Form
DBE Annual Submittal Form (04/01/08)
LPP 09-xx
288
Page 9-35
March 4, 2009
Local Assistance Procedures Manual EXHIBIT 9-B
Local Agency DBE Annual Submittal Form
(Attachment)
Prompt Payment of Withheld Funds to Subcontractors
Federal regulation (49 CFR 26.29) requires one of the following three methods be used in federal -aid contracts to
ensure prompt and full payment of any retainage kept by the prime contractor or subcontractor to a subcontractor.
Please check the box of the method chosen by the local agency to ensure prompt and full payment of any
retainage.
❑ Method 1: No retainage will be held by the agency from progress payments due to the prime contractor.
Prime contractors and subcontractors are prohibited from holding retainage from subcontractors. Any delay
or postponement of payment may take place only for good cause and with the agency's prior written
approval. Any violation of these provisions shall subject the violating contractor or subcontractor to the
penalties, sanctions, and other remedies specified in Section 7108.5 of the California Business and
Professions Code. This requirement shall not be construed to limit or impair any contractual,
administrative, or judicial remedies, otherwise available to the contractor or subcontractor in the event of a
dispute involving late payment or nonpayment by the contractor, deficient subcontractor performance,
and/or noncompliance by a subcontractor. This clause applies to both DBE and non -DBE subcontractors.
❑ Method 2: No retainage will be held by the agency from progress payments due the prime contractor. Any
retainage kept by the prime contractor or by a subcontractor must be paid in full to the earning
subcontractor in 30 days after the subcontractor's work is satisfactorily completed. Any delay or
postponement of payment may take place only for good cause and with the agency's prior written approval.
Any violation of these provisions shall subject the violating contractor or subcontractor to the penalties
sanctions, and remedies specified in Section 7108.5 of the California Business and Professions Code. This
requirement shall not be construed to limit or impair any contractual, administrative, or judicial remedies,
otherwise available to the contractor or subcontractor in the event of a dispute involving late payment or
nonpayment by the contractor, deficient subcontractor performance, and/or noncompliance by a
subcontractor. This clause applies to both DBE and non -DBE subcontractors.
® Method 3: The agency shall hold retainage from the prime contractor and shall make prompt and regular
incremental acceptances of portions, as determined by the agency of the contract work and pay retainage to
the prime contractor based on these acceptances. The prime contractor or subcontractor shall return all
monies withheld in retention from all subcontractors within 30 days after receiving payment for work
satisfactorily completed and accepted including incremental acceptances of portions of the contract work by
the agency.. Any delay or postponement of payment may take place only for good cause and with the
agency's prior written approval. Any violation of these provisions shall subject the violating prime
contractor to the penalties, sanctions, and other remedies specified in Section 7108.5 of the California
Business and Professions Code. This requirement shall not be construed to limit or impair any contractual,
administrative, or judicial remedies otherwise available to the contractor or subcontractor in the event of: a
dispute involving late payment or nonpayment by the contractor; deficient subcontractor performance
and/or noncompliance by a subcontractor. This clause applies to both DBE and non -DBE subcontractors.
LPP 09-xx
Page 9-37
March 4, 2009
290
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R I V E R S I D E C O U N T Y T R A N S P O R T A T I O N C O M M I S S I O N
D A T E :
J u n e 1 0 , 2 0 0 9
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 :
M i c h e l e C i s n e r o s , A c c o u n t i n g a n d H u m a n R e s o u r c e s 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 :
Q u a r t e r l y F i n a n c i a l S t a t e m e n t s
S T A F F R E C O M M E N D A T I O N :
T h i s i t e m i s f o r t h e C o m m i s s i o n t o r e c e i v e a n d f i l e t h e Q u a r t e r l y F i n a n c i a l
S t a t e m e n t s f o r t h e p e r i o d e n d e d M a r c h 3 1 , 2 0 0 9 .
B A C K G R O U N D I N F O R M A T I O N :
D u r i n g t h e l a s t n i n e m o n t h s o f t h e f i s c a l y e a r , s t a f f h a s m o n i t o r e d t h e r e v e n u e s a n d
e x p e n d i t u r e s o f t h e C o m m i s s i o n . T h e a t t a c h e d f i n a n c i a l s t a t e m e n t s p r e s e n t t h e
r e v e n u e s a n d e x p e n d i t u r e s f o r t h e f i r s t n i n e m o n t h s o f t h e f i s c a l y e a r . P e r i o d
c l o s i n g a c c r u a l a d j u s t m e n t s a r e n o t i n c l u d e d f o r r e v e n u e s e a r n e d b u t n o t b i l l e d a n d
e x p e n d i t u r e s i n c u r r e d f o r g o o d s a n d s e r v i c e s r e c e i v e d b u t n o t y e t i n v o i c e d , a s s u c h
a d j u s t m e n t s a r e n o r m a l l y m a d e d u r i n g t h e y e a r - e n d c l o s i n g a c t i v i t i e s .
T h e o p e r a t i n g s t a t e m e n t s h o w s t h e s a l e s t a x r e v e n u e s f o r t h e t h i r d q u a r t e r a t 5 9 %
o f t h e b u d g e t . T h i s i s a r e s u l t o f t h e G o v e r n m e n t a l A c c o u n t i n g S t a n d a r d s B o a r d
( G A S B ) S t a t e m e n t N o . 3 3 . G A S B 3 3 r e q u i r e s s a l e s t a x r e v e n u e t o b e a c c r u e d f o r
t h e p e r i o d i n w h i c h i t i s c o l l e c t e d a t t h e p o i n t o f s a l e . T h e S t a t e B o a r d o f
E q u a l i z a t i o n c o l l e c t s t h e M e a s u r e A f u n d s a n d r e m i t s t h e m t o t h e C o m m i s s i o n a f t e r
t h e r e p o r t i n g p e r i o d f o r t h e b u s i n e s s e s . T h i s c r e a t e s a t w o - m o n t h l a g i n t h e r e c e i p t
o f r e v e n u e s b y t h e C o m m i s s i o n . A c c o r d i n g l y , t h e s e f i n a n c i a l s t a t e m e n t s r e f l e c t
t h e r e v e n u e s r e l a t e d t o c o l l e c t i o n s t h r o u g h J a n u a r y 2 0 0 9 .
O n a c a s h b a s i s , t h e M e a s u r e A a n d L o c a l T r a n s p o r t a t i o n F u n d ( L T F ) s a l e s t a x
r e v e n u e s a r e 1 2 . 7 % a n d 1 1 . 9 % l o w e r , r e s p e c t i v e l y , t h a n t h e s a m e p e r i o d l a s t
f i s c a l y e a r d u e t o t h e e c o n o m i c d o w n t u r n r e g i o n a l l y a n d n a t i o n a l l y . S t a f f c o n t i n u e s
t o m o n i t o r t h e t r e n d s i n t h e s a l e s t a x r e c e i p t s a n d w i l l r e p o r t t o t h e C o m m i s s i o n
a n y n e c e s s a r y a d j u s t m e n t s t o t h e b u d g e t f o r s a l e s t a x r e v e n u e .
F e d e r a l , s t a t e , a n d l o c a l g o v e r n m e n t r e i m b u r s e m e n t s a r e o n a r e i m b u r s e m e n t b a s i s ,
a n d t h e C o m m i s s i o n w i l l r e c e i v e t h e s e r e v e n u e s a s t h e p r o j e c t s a r e c o m p l e t e d a n d
i n v o i c e d t o t h e r e s p e c t i v e a g e n c i e s .
A g e n d a I t e m 8 C
2 9 1
During the FY 2008/09 budget planning process, the Commission took a very
conservative approach in estimating the Transportation Uniform Mitigation Fee
(TUMF) receipts as a result of the housing crisis and the significant impact this has
had on the Inland Empire's local economy. The operating statement shows TUMF
revenues, including project reimbursements, at 104% of the budget; however, a
portion of the TUMF fees due to the Commission were withheld in March 2009, to
offset developer fee refunds processed by the Western Riverside Council of
Governments (WRCOG). Once this balance has been satisfied, TUMF fee payments
to the Commission, if any, will resume.
Other revenues include first and second quarter State Transit Assistance (STA)
revenues remitted to the Commission. In March 2009, the Commission received a
revised STA estimate from the state, reducing the FY 2008/09 STA revenues to
approximately $4.9 million or an additional 47% below the revised October 2008
estimate. The March 2009 state revision is not reflected in the FY 2008/09
budget amounts.
Interest income is slightly higher at 88% for a nine -month period than budgeted;
however, interest yields on invested balances have been declining.
Staff is addressing the impact of the revised revenue allocation estimates to local
governments and transit operators. Staff will diligently continue to monitor the
FY 2008/09 revenues and will update the Commission if additional adjustments are
needed when the final budget is presented at the June 2009 Commission meeting.
The administrative and program/project categories are in line overall with the
expectations of the budget with the following exceptions:
• The Coachella Valley Regional Arterial Program is administered by the
Coachella Valley Association of Governments (CVAG) and requests
reimbursement from the Commission based on available funds and sufficient
budget authority. This category is slightly higher due to claims submitted by
CVAG during the first quarter.
• Engineering, construction, and right-of-way/land expenditures related to the
highway and rail capital projects. Status information on significant projects
is included below.
• Local streets and roads expenditures are related to the timing of the
Measure A sales tax revenues as explained earlier.
• LTF and STA distributions are below budgeted amounts due to approximately
$24 million and $17 million in operating and capital allocations, respectively,
not claimed as of March 31, 2009. The transit operators have been
reviewing operations and capital requirements as a result of the declining
sales tax and STA revenues.
Agenda Item 8C
•
•
•
292
"
"
I n t e r g o v e r n m e n t a l d i s t r i b u t i o n s a r e e x p e n d e d a s o n e - t i m e L T F p a y m e n t s m a d e
b a s e d o n c l a i m s s u b m i t t e d b y C V A G a n d W R C O G . A n y u n u s e d f u n d s i n t h i s
c a t e g o r y a r e r e l a t e d t o t h e p l a n n i n g a n d p r o g r a m m i n g d e p a r t m e n t a l e x p e n d i t u r e s .
C a p i t a l o u t l a y e x p e n d i t u r e s a r e u n d e r b u d g e t d u e t o u n e x p e n d e d a u t h o r i t y f o r
f i n a n c i a l s o f t w a r e i m p r o v e m e n t s a n d s t a t i o n i m p r o v e m e n t s . S t a f f e x p e c t s t h e s e
i m p r o v e m e n t s t o t a k e p l a c e b y t h e f o u r t h q u a r t e r o f F Y 2 0 0 8 / 0 9 .
D e b t s e r v i c e i n t e r e s t e x p e n d i t u r e s a r e m a d e i n D e c e m b e r a n d J u n e , w h i l e p r i n c i p a l
p a y m e n t s a r e m a d e i n J u n e .
L i s t e d b e l o w a r e t h e s i g n i f i c a n t c a p i t a l p r o j e c t s a n d t h e i r s t a t u s . C a p i t a l p r o j e c t
e x p e n d i t u r e s a r e g e n e r a l l y a f f e c t e d b y l a g s i n i n v o i c e s s u b m i t t e d b y c o n t r a c t o r s
a n d c o n s u l t a n t s a s w e l l a s i s s u e s e n c o u n t e r e d d u r i n g c e r t a i n p h a s e s o f t h e
p r o j e c t s . T h e c a p i t a l p r o j e c t s b u d g e t s t e n d t o b e b a s e d o n a g g r e s s i v e p r o j e c t
s c h e d u l e s .
H i g h w a y E n g i n e e r i n g / C o n s t r u c t i o n / R i g h t - o f - W a y / L a n d
S t a t e R o u t e 7 4 / G S t r e e t t o I n t e r s t a t e 2 1 5 - F o l l o w i n g F e d e r a l H i g h w a y
A d m i n i s t r a t i o n a p p r o v a l o f t h e m o d i f i e d a c c e s s r e p o r t , t h e C o m m i s s i o n i s s u e d a
n o t i c e t o p r o c e e d t o i n i t i a t e t h e " a t r i s k " d e s i g n o f t h e p r o j e c t i n M a r c h 2 0 0 8 . T h e
f i n a l e n v i r o n m e n t a l d o c u m e n t w a s a p p r o v e d D e c e m b e r 2 0 0 8 , a n d t h e C o m m i s s i o n
i s n o w p r o c e e d i n g w i t h f i n a l d e s i g n a s p e c t s o f t h e w o r k .
S R - 9 1 / G r e e n R i v e r I n t e r c h a n g e - T h e C o m m i s s i o n i s s t i l l a w a i t i n g i n v o i c e
s u b m i t t a l s f r o m C a ! t r a n s t h r o u g h D e c e m b e r 2 0 0 8 . T h e p r o j e c t i s e s s e n t i a l l y
c o m p l e t e a n d h a s b e e n o p e n e d t o t r a f f i c .
S R - 9 1 / L a S i e r r a I n t e r c h a n g e - T h e c i t y o f R i v e r s i d e i s t h e l e a d a g e n c y a n d e l e c t e d
t o p e r f o r m n o n - M e a s u r e A w o r k f i r s t a n d t h e n p r o c e e d w i t h s t a r t i n g w o r k o n t h e
M e a s u r e A f u n d e d p o r t i o n o f t h e w o r k i n t h e s e c o n d h a l f o f F Y 2 0 0 8 / 0 9 . T h e
C o m m i s s i o n i s c u r r e n t l y a w a i t i n g i n v o i c e s u b m i t t a l s f r o m t h e c i t y .
S R - 9 1 / V a n B u r e n I n t e r c h a n g e - T h e c i t y o f R i v e r s i d e i s t h e l e a d a g e n c y a n d
e x p e c t s t o h a v e t h e e n v i r o n m e n t a l p h a s e c o m p l e t e d b y A p r i l 2 0 0 9 . A d v e r t i s i n g f o r
c o n s t r u c t i o n i s a n t i c i p a t e d i n A p r i l 2 0 0 9 p e n d i n g a v a i l a b i l i t y o f s t a t e f u n d s . I f s t a t e
f u n d s a r e a v a i l a b l e , c o n s t r u c t i o n w o u l d s t a r t J u l y 2 0 0 9 .
S R - 9 1 H i g h O c c u p a n c y V e h i c l e ( H O W L a n e s f r o m A d a m s S t r e e t t o 7 ` h S t r e e t -
C a l t r a n s i s t h e �%e a d a g e n c y f o r t h e f i n a l d e s i g n p h a s e o f t h i s p r o j e c t . U t i l i t y
r e l o c a t i o n a n d p u b l i c u t i l i t y e a s e m e n t r e q u i r e m e n t s a r e . b e i n g c o m p l e t e d a s p a r t o f
t h e f i n a l d e s i g n . U t i l i t y r e l o c a t i o n a c t i v i t y h a s b e g u n ; h o w e v e r , i n v o i c e s h a v e n o t
b e e n r e c e i v e d . T h e C o m m i s s i o n i s p e r f o r m i n g t h e r i g h t - o f - w a y a c q u i s i t i o n
a c t i v i t i e s .
A g e n d a I t e m 8 C
2 9 3
SR-91 Corridor Improvement Project - Project activities are proceeding as planned,
as expenditures are at 90% of the project budget.
State Routes 91 /71 Connectors - Project scope changes were made to transfer a
significant portion of the work to the SR-91 corridor improvement project, and
geometric approval from Caltrans has taken longer than anticipated. Staff is
working closely with Caltrans to obtain approval of the geometric approval
drawings.
1-15 Corridor Improvement Project - The environmental phase of the project
commenced at a slower rate than anticipated; however, the majority of the budget
will be expended by the end of the fiscal year.
1-215 Bi-County Project - San Bernardino Associated Governments (SANBAG) is
the lead agency and the Commission is responsible for 25% of the. consultant's
fee. SANBAG placed a hold on proceeding with preliminary engineering until it
completed its strategic planning efforts for its program. SANBAG determined that
an interim HOV project would be constructed. Commission approval for funding
was approved in February, and engineering started in February. The ultimate
bicounty project will be deferred until a later date; however, the Commission is
awaiting invoices for work completed prior to deferring this scope of the project.
1-215 from Murrieta Hot Springs Road to Scott Road - The environmental phase of
the project was completed and the final design contract awarded last quarter. The
final design is proceeding on schedule. The Scott Road to Nuevo Road
environmental phase is also proceeding on schedule; however, these projects may
be underbudget for the fiscal year.
Rail Engineering/Construction/Right-of-Way/Land
Perris Multimodal Facility - Funding appropriation by the California Transportation
Commission was approved in July 2008. A construction contract was awarded in
December 2008, and construction started in January 2009.
North Main Corona Parking Structure - Construction is scheduled for completion in
July 2009.
Attachment: Quarterly Financial Statements - March 2009
Agenda Item 8C
•
294
DESCRIPTION
RIVERSIDE COUNTY TRANSPORTATION COMMISSION
QUARTERLY BUDGET VS ACTUAL
3RD QUARTER
FOR NINE MONTHS ENDED 03/3112009
FY 2008/09 3RD QUARTER REMAINING PERCENT
BUDGET ACTUAL BALANCE UTILIZATIOI
Revenues
Sales tax $ 204,668,275 $ 120,379,756 $ (84,288,519) 59%
Federal, state and local government reimbursemi 78,367,686 47,838,745 (30,528,941) 61%
Transportation Uniform Mitigation Fee (TUMF) 7,730,000 8,031,848 301,848 104%
Other revenues 11,227,200 3,685,460 (7,541,740) 33%
Interest 7,980,000 6,982,642 (997,358) 88%
Total revenues - 309,973,161 186,918,451 (123,054,710) 60%
Expenditures
Administration
Salaries and benefits 1,664,800 1,152,117 512,683 69%
General legal services 151,000 113,549 37,451 75%
Professional services 1,886,300 992,646 893,654 53%
Office lease and utilities 415,000 297,600 117,400 729/0
General administrative expenditures 1,365,900 700,517 665,383 51%
Total administration 5,483,000 3,256,429 2,226,572 59%
Programs/projects
Salaries and benefits 5,253,200 3,097,685 2.155,515 59%
General legal services 1,847,500 962,281 885,219 52%
Professional services 4,515,113 918,021 3,597,092 20%
General projects .. 9,305,600 2,417,113 6,888,487 26%
Engineering 71,027,582 26,074,580 44,953,002 37%
Construction 106,303,600 52,289,432 54,014,168 49%
Right ofway/Land 200,203,400 95,292,349 104,911,051 48%
Local streets and roads 46,562,300 27,671,817 18,890,483 59%
Regional arterial 7,886,300 7,570,879 315,421 96%
Commuter assistance 3,474,500 1,924,121 1,550,379 55%
LTF and STA distributions 101,525,600 59,824,642 41,700,958 59%
Motorist assistance 3,068,300 - 1,530,358 1,537,942 50%
Planning and programming services 11,056,626 4,548,913 6,507,713 41%
Right of way management 335,000 174,588 160,412 52%
Rail operations and maintenance 8,283,700 5,346,402 2,937,298 - 65%
Specialized transit 7,539,400 3,179,525 4,359,875 42°%
Total programs/projects 588,187,721 292,822,706 295,365,014 50%
Intergovernmental distribution
Capital outlay
1,050,000 975,833 74,167 93%
1,807,852 308,737 1,499,115 17%
Debt service
Principal 33,630,000 - 33,630,000 0%
Interest 16,496,400 7,967,679 8,528,721 48%
Total debt service 50,126,400 7,967,679 42,158,721 16%
Total expenditures 646,654,973 305,331,385 341,323,588 47%
Excess of revenues over (under) expenditures (336,681,812) (118,412,933) 218,268,879 -35%
Other financing sources/uses
Operating transfer in 69,125,100 26,721,976 (42,403,124) 39%
Operating transfer out 69,125,100 26,721,976 42,403,124 39%
Bond proceeds 130,000,000 110,000,000 20,000,000 850%
Total financing sources/uses 130,000,000 110,000,000 (20,000,000) 85%
Net change in fund balances (206,681,812) (8,412,933) 198,268,879 4%
Fund balance July 1, 2008 475,188,900 531,044,094 55,855,194 112%
Fund balance March 31, 2009 $ 268,507,088 $ 522,631,161 $ 254,124,073 195%
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"
R I V E R S I D E
C O U N T Y T R A N S P O R T A T I O N C O M M I S S I O N
D A T E :
J u n e 1 0 , 2 0 0 9
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 :
T h e r e s i a T r e v i n o , C h i e f F i n a n c i a l O f f i c e r
T H R O U G H :
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 :
Q u a r t e r l y S a l e s T a x A n a l y s i s
S T A F F R E C O M M E N D A T I O N :
T h i s i t e m i s f o r t h e C o m m i s s i o n t o r e c e i v e a n d f i l e t h e s a l e s t a x a n a l y s i s f o r
Q u a r t e r 4 , 2 0 0 8 .
B A C K G R O U N D I N F O R M A T I O N :
I n D e c e m b e r 2 0 0 7 , t h e C o m m i s s i o n a w a r d e d a n a g r e e m e n t t o M u n i S e r v i c e s , L L C
f o r q u a r t e r l y s a l e s t a x r e p o r t i n g s e r v i c e s p l u s a d d i t i o n a l f e e s c o n t i n g e n t o n
a d d i t i o n a l s a l e s t a x r e v e n u e g e n e r a t e d f r o m t h e t r a n s a c t i o n s a n d u s e t a x ( s a l e s t a x )
a u d i t s e r v i c e s . T h e s e r v i c e s p e r f o r m e d u n d e r t h i s a g r e e m e n t p e r t a i n t o o n l y t h e
M e a s u r e A s a l e s t a x e s .
S i n c e t h e c o m m e n c e m e n t o f t h e s e s e r v i c e s , M u n i S e r v i c e s h a s s u b m i t t e d a n a u d i t
u p d a t e , w h i c h r e p o r t e d f i n d i n g s t h a t h a v e b e e n g e n e r a t e d a n d s u b m i t t e d t o t h e
S t a t e B o a r d o f E q u a l i z a t i o n ( S B O E ) f o r r e v i e w a n d d e t e r m i n a t i o n o f e r r o r s i n s a l e s
t a x r e p o r t i n g r e l a t e d t o 9 3 b u s i n e s s e s . T h r o u g h Q u a r t e r 3 ( 0 3 ) 2 0 0 8 f o r J u l y
t h r o u g h S e p t e m b e r 2 0 0 8 , t h e S B O E h a s a p p r o v e d c o r r e c t i o n s f o r 2 8 o f t h e s e
a c c o u n t s f o r a t o t a l s a l e s t a x r e v e n u e r e c o v e r y o f $ 2 1 5 , 4 3 8 . I f t h e S B O E c o n c u r s
w i t h t h e e r r o r ( s ) f o r t h e r e m a i n i n g c l a i m s , t h e C o m m i s s i o n w o u l d r e c e i v e a d d i t i o n a l
r e v e n u e s ; h o w e v e r , t h e m a g n i t u d e o f t h e v a l u e o f t h e r e m a i n i n g f i n d i n g s w a s n o t
a v a i l a b l e . I t i s i m p o r t a n t t o n o t e t h a t w h i l e t h e r e c o v e r i e s o f a d d i t i o n a l r e v e n u e s
w i l l b e t a n g i b l e , i t w i l l n o t b e s u f f i c i e n t t o a l t e r t h e o v e r a l l t r e n d o f s a l e s t a x
r e v e n u e s .
A d d i t i o n a l l y , M u n i S e r v i c e s h a s p r o v i d e d t h e C o m m i s s i o n w i t h t h e q u a r t e r l y s a l e s
t a x r e p o r t f o r t h e f o u r t h q u a r t e r ( Q 4 ) o f c a l e n d a r 2 0 0 8 f o r O c t o b e r t h r o u g h
D e c e m b e r 2 0 0 8 . M o s t o f t h e Q 4 2 0 0 8 M e a s u r e A s a l e s t a x e s w e r e r e c e i v e d b y
t h e C o m m i s s i o n i n t h e f i r s t q u a r t e r ( Q 1 ) o f c a l e n d a r 2 0 0 9 f o r J a n u a r y t h r o u g h
M a r c h , 2 0 0 9 , d u e t o a l a g i n t h e s a l e s t a x c a l e n d a r . T h i s r e p o r t i n c l u d e s a r e v i e w
b y e a c h m a j o r e c o n o m i c c a t e g o r y , a n a n a l y s i s o f s a l e s t a x b y b u s i n e s s c a t e g o r y ,
a n a n a l y s i s o f t h e q u a r t e r ' s c a s h r e c e i p t s , a n d a s u m m a r y o f t h e t o p 2 5 s a l e s t a x
c o n t r i b u t o r s . T h e e x e c u t i v e s u m m a r y s e c t i o n o f t h e Q 4 2 0 0 8 r e p o r t i s i n c l u d e d a s
A g e n d a I t e m 8 D
2 9 7
an attachment to the staff report. The following observations were noted in the
Q4 2008 report:
• Continuing declines in sales tax revenues are projected for each major
economic category.
• Over the last two-year period, the Q4 2008 sales tax levels were at or near
the low points for almost all of the top 10 economic segments, except for
service stations that were closer to the high point due to the higher fuel
prices during this period.
• Over the last two-year period, the Q4 2008 sales tax levels for new auto
sales and building materials (retail and wholesale) showed a significant
variance from the high point, indicating that these segments have been
significantly affected by the slowdown in the economy.
The report indicates that the economic difficulties will continue through mid-2010.
Staff continues to monitor monthly sales tax receipts and other available economic
data to determine the need for any additional adjustment to the revenue projections
in FY 2008/09, as well as the budget for FY 2009/10.
Attachment: Sales Tax Analysis for Quarter 4, 2008
' Agenda Item 8D
•
•
298
District of Riverside Co RCTC
Sales Tax Digest Summary
FIRST Quarter Collection of FOURTH Quarter Sales
Quarter 4, 2008
6/NUNISERVICES
CALIFORNIA OVERVIEW
California local governments' sales tax revenues abandoned sure footing in the second half of
2008. Recognition of the states economic recession introduced residents, legislators and local
government officials to a rapidly deteriorating economy. Consumer confidence, while
appreciative of lower fuel and energy costs, directed savings at the pump to anything except
taxable purchases. Adding consumers' lack of spending to large businesses stockpiling cash,
small businesses struggling to find financing and difficult -if -not -impossible -to -find consumer
credit for auto and home purchases leads to the foregone conclusion that 2009 is going to be a
very rough year.
California local governments look ahead to a possible bottoming of the economy in the 3rd
Quarter 2009, flat growth into 2010 and slow growth by the end of 2010. Stock market gains
coupled with the sale of foreclosure homes and increased new housing starts offers hope of
better times in late 2010 early 201 1.
EXPECTATIONS
The following review of each major economic category outlines MuniServices' expectations and
projections based on MuniServices trending data analysis, market research and national
economy considerations.
• Holiday sales started slow and improved in the final weeks of the season, yet many retailers
experienced double-digit declines.
• Luxury retail shoppers are choosing promotional and clearance -priced items over regular -
priced merchandise.
• Expect additional department store closures and bankruptcies over the next year. Vulnerable
businesses include Gottschalks, Kmart, Sears and furniture stores.
• Wal-Mart"s lower prices attracted a wider spectrum of shoppers searching for better deals.
• Projection: 7.5% decline through 2nd Quarter 2010.
www.MuniSeruices com
/Soolgy-8181 Pagel
District of Riverside Co RCTC
• Restaurants will follow the same path as general retail. Consumers are downgrading
restaurant choices and cooking at home more frequently.
• Projection: 7.5% decline through 2nd Quarter 2010.
• Depressed auto sales will lead to more dealership consolidations, dealership closures and
possible failure of Chrysler and/or General Motors.
• New Auto Sales Projection: 50%, 30%, 20% and 20% declines in 15' 2nd 3rO and 4w Quarter
2009, respectively, from year-ago quarter.
• Service Stations Projection: 50%, 50%, 25% and 0% declines in 1st, 2nd 3rd and 4th Quarter
2009, respectively, -from year-ago quarter.
• Stalled housing markets erode demand for construction goods, which leads to continued
job losses throughout the construction supply chain.
• Projection: 15% decline through 4th Quarter 2010.
Business to
Business
• Job losses combined with economic uncertainty are leading companies to put off purchases.
• Demand for semiconductors expected to decline by 24% in 2009.
• Projection: 5% to 10% decline through 4th Quarter 2009.
• Statewide sales tax revenue was down 4.9% for the year and 10.8% for the quarter.
• Northern California was down 3.6% for the year and 9.2% for the quarter.
• Southern California was down 5.8% for the year and 12.0% for the quarter.
Information prepared by MuniServkes, LLC 300
2
District of Riverside Co RCTC
PERFORMANCE REVIEW
The following tables review the net cash receipts and the business activity performance for 4"'
Quarter 2008.
Net Cash Receipts Analysis
Local Collections
Share of County Pool 0.0%
Share of State Pool 0.0%
SBE Net Collections
Less: Amount Due County 0.0%
Less: Cost of Administration
Net 4020O8 Receipts
Net 402007 Receipts
Actual Percentage Change
S32,169,245
0
0
32,169,245
.00
(407,400)
31,761,845
37, 319,822
-14.9%
Business Activity Performance Analysis
Local Collections
Less: Payments for Prior Periods
Preliminary 402008 Collections
Projected 402008 Late Payments
Projected 402008 Final Results
Actual 402007 Results
Projected Percentage Change
HISTORICAL CASH COLLECTIONS ANALYSIS
$32,169,245
(2,309,610)
29,859,635
1,657,880
31,517,515
38,222,934
-17.5%
BY QUARTER
n
u
m
m
Z
545,000
540,000
535,000 -
S30,000
S25,000
S20,000
S 15,000
S 10,000
S5,000
SO
(in thonsands of S)
$500
S450
$400
$350
$300
$250
5200
$150
S100
$50
SO
3Q2006 4Q2006 1Q2007 2Q2007 3Q2007 4Q2007 1Q2008 2Q2008 3Q2008 4Q2008
1111111Net Beteip is -u~S BOE A4m in Fees Due
u
u
a
E
a
a
Information prepared by MuniServices LLC
301
3
District of Riverside Co RCTC
TOP 25 SALES/USE TAX CONTRIBUTORS
The following list identifies Riverside Co Rctc's Top 25 Sales/Use Tax contributors. The list is in
alphabetical order and represents the year ended 4w Quarter 2008. The Top 25 Sales/Use Tax
contributors generate 22.4% of Riverside Co Rctc's total sales and use tax revenue.
ARCO AM/PM MINI MARTS
BEST BUY STORES
CHEVRON SERVICE STATIONS
CIRCLE K FOOD STORES
COSTCO WHOLESALE
DEPT OF MOTOR VEHICLES
HOME DEPOT
J C PENNEY COMPANY
JACK IN THE BOX RESTAURANTS
K MART STORES
KOHL'S DEPARTMENT STORES
LOWE'S HOME IMPROVEMENT
MACY'S DEPARTMENT STORE
MOBIL SERVICE STATIONS
RALPH'S GROCERY COMPANY
RITE AID DRUG STORES
ROBERTSONS READY MIX
ROSS STORES
SAM'S CLUB
SEARS ROEBUCK & COMPANY
SHELL SERVICE STATIONS
STATER BROS MARKETS
TARGET STORES
VERIZON WIRELESS
WAL MART STORES
•
HISTORICAL SALES TAX AMOUNTS
The following chart shows the sales tax level for the year ended 4th Quarter 2008, the highs, and
the lows for each segment over the last two years. •
i
I
(in thousands ofS)
S25,000
S20,000
S 15,000
S10,000
S5,000
so
0te. T ocs ` o� , �� �„ e
` `� s �e
�0\, e l Ste' ♦ey oJg `♦S
%F �♦ S°
bv
O 2.4 1
r
n4Q 2008
♦Sigh
Lio Low
s'5 Sao<ss
♦ 4,4
\
,ate 4`m oa a�
v�°e ♦ag 4o AQC
4
Information prepared byMuniServices, LLC 302
4
District of Riverside Co RCTC
ANNUAL SALES TAX BY BUSINESS CATEGORY
(in thon seode or 5)
4Q 2008
3Q2008
2Q2008
IQ 2008
4Q2007
3Q 2007
2Q 2007
IQ 2007
4Q 2006
30 2006
50 520,000 540,000 560,000 580,000 S100,000 5120,000 5140,000 5160,000 5180,000
[®C everel Rele it ®Feed Products OTrs asp orts lieu ®Can steer ties p0usin <ss T o Business ileM isc ellenesos �
FIVE-YEAR ECONOMIC TREND: General Retail
$I4,000
512,000
$10,000
$8,000
$6,000
$4,000
$2,000
SO
v a e
0
o e O
a
N c N
c a
N ,1
e
r.
0
h
(in thousand s or S)
r,
0
e
s
O
c
N
a
O
a
O
O
a
M1
e
s
N
a
e
a
T
S
c
ea
ra
a
e
a
0
a
Information prepared byMuniServices, LLC 303
5
District of Riverside Co RCTC
3`d QUARTER 2008 FINAL RESULTS
• $32,430,930 Local net cash collections
• $-407,400 Less pool amounts
• $2,717,743 Less prior quarter payments
• $1,871,616 Add late payments
• $31,992,203 Local net economic collections after adjustments
• DOWN BY 10.5% compared to 3rd Quarter 2007.
MUNISERVICES' AUDIT RESULTS
MuniServices, LLC performs an on -going audit for the District of Riverside Co Rctc. This quarter,
Riverside Co Rctc received $31,853 in sales tax from MuniServices' audit efforts, bringing the
total sales tax revenue produced by MuniServices to $215,438.
•
Information prepared by MuniServices, LLC 304
6
"
"
"
R I V E R S / D E C O U N T Y T R A N S P O R T A T I O N C O M M I S S I O N
D A T E :
J u n e 1 0 , 2 0 0 9
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 :
J o h n S t a n d i f o r d , D e p u t y E x e c u t i v e D i r e c t o r
T H R O U G H :
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 :
2 0 0 9 S t a t e R o u t e 9 1 I m p l e m e n t a t i o n P l a n U p d a t e
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
2 0 0 9 S t a t e R o u t e 9 1 I m p l e m e n t a t i o n P l a n .
B A C K G R O U N D I N F O R M A T I O N :
I n 2 0 0 2 , A s s e m b l y _ B i l l 1 0 1 0 a u t h o r e d b y t h e n - A s s e m b l y m a n L o u C o r r e a a l l o w e d
t h e O r a n g e C o u n t y T r a n s p o r t a t i o n A u t h o r i t y ( O C T A ) t o p u r c h a s e t h e 9 1 E x p r e s s
L a n e s f r a n c h i s e f r o m t h e C a l i f o r n i a P r i v a t e T r a n s p o r t a t i o n C o m p a n y . T h e p u r c h a s e
a g r e e m e n t w a s c o m p l e t e d i n J a n u a r y 2 0 0 3 a t a c o s t o f $ 2 0 7 . 5 m i l l i o n . A B 1 0 1 0
a l s o e l i m i n a t e d t h e e x i s t i n g n o n - c o m p e t e c l a u s e i n t h e f r a n c h i s e a g r e e m e n t t h a t
p r o h i b i t e d a n y c a p a c i t y - e n h a n c i n g i m p r o v e m e n t s f r o m b e i n g m a d e t o S R - 9 1 u n t i l
t h e y e a r 2 0 3 0 .
T h e p u r c h a s e o f t h e 9 1 E x p r e s s L a n e s a n d t h e e l i m i n a t i o n o f t h e n o n - c o m p e t e
c l a u s e h a s a l l o w e d m u c h - n e e d e d i m p r o v e m e n t s t o b e p l a n n e d a n d i m p l e m e n t e d
w i t h i n t h e S R - 9 1 c o r r i d o r . O C T A , t h e C o m m i s s i o n , a n d C a l t r a n s D i s t r i c t s 8 a n d 1 2
h a v e b e e n c o o r d i n a t i n g t h e s e i m p r o v e m e n t s . A l s o r e q u i r e d b y A B 1 0 1 0 i s t h e
c r e a t i o n a n d a n n u a l u p d a t e o f a n i m p l e m e n t a t i o n p l a n o f S R - 9 1 i m p r o v e m e n t s f o r
t h e S t a t e L e g i s l a t u r e . A s s p e l l e d o u t i n t h e l e g i s l a t i o n , t h e S t a t e R o u t e 9 1
I m p l e m e n t a t i o n P l a n w a s c o m p l e t e d b y O C T A , i n c o n s u l t a t i o n w i t h C a l t r a n s a n d
t h e C o m m i s s i o n , a n d d e t a i l s p r o p o s e d p r o j e c t s a n d c o m p l e t i o n s c h e d u l e s f o r
t r a n s p o r t a t i o n i m p r o v e m e n t s b e t w e e n R i v e r s i d e a n d O r a n g e C o u n t i e s . T h e p l a n
i n c l u d e s i m p r o v e m e n t s t o M e t r o l i n k , e x p r e s s b u s , f r e e w a y s a n d i n t e r c h a n g e s , n e w
e a s t - w e s t h i g h w a y c o r r i d o r s , a n d h i g h s p e e d r a i l .
A t t a c h m e n t : 2 0 0 9 S t a t e R o u t e 9 1 I m p l e m e n t a t i o n P l a n
A g e n d a I t e m 8 E
3 0 5
"
"
T a b l e o f C o n t e n t s
T A B L E O F C O N T E N T S I
S E C T I O N 1 : 2 0 0 9 S T A T U S R E P O R T A N D U P D A T E 1
S E C T I O N 2 : I M P L E M E N T A T I O N P L A N 7
B Y Y E A R 2 0 1 1 8
B Y Y E A R 2 0 1 5 1 3
B Y Y E A R 2 0 2 2 1 9
B Y Y E A R P O S T - 2 0 2 5 / 2 0 3 0 Y 3
S E C T I O N 3 : R E F E R E N C E S Y 8
2 0 0 9 S R - 9 1 I M P L E M E N T A T I O N P L A N
3 0 7
" S E C T I O N 1 : 2 0 0 9 S t a t u s R e p o r t a n d U p d a t e
"
I N T R O D U C T I O N
P r e v i o u s l a w a u t h o r i z e d t h e C a l i f o r n i a D e p a r t m e n t o f
T r a n s p o r t a t i o n ( C a l t r a n s ) t o e n t e r i n t o f r a n c h i s e
a g r e e m e n t s w i t h p r i v a t e c o m p a n i e s t o c o n s t r u c t a n d
o p e r a t e f o u r d e m o n s t r a t i o n t o l l r o a d p r o j e c t s i n C a l i f o m i a .
T h i s r e s u l t e d i n t h e d e v e l o p m e n t o f t h e 9 1 E x p r e s s L a n e s
f a c i l i t y i n O r a n g e C o u n t y . T h e f o u r - l a n e , 1 0 - m i l e t o l l r o a d
r u n s a l o n g t h e m e d i a n o f t h e R i v e r s i d e F r e e w a y ( S t a t e
R o u t e 9 1 ) i n n o r t h e a s t O r a n g e C o u n t y b e t w e e n t h e
O r a n g e / R i v e r s i d e C o u n t y L i n e a n d t h e C o s t a M e s a
F r e e w a y ( S t a t e R o u t e 5 5 ) . S i n c e t h e 9 1 E x p r e s s L a n e s
c a r r i e d i t s f i r s t v e h i c l e o n D e c e m b e r 2 7 , 1 9 9 5 , t h e f a c i l i t y
h a s s a v e d u s e r s o v e r 3 2 m i l l i o n h o u r s o f c o m m u t i n g t i m e .
W h i l e t h e 9 1 E x p r e s s L a n e s f a c i l i t y h a s i m p r o v e d t r a v e l
t i m e a l o n g t h e S t a t e R o u t e 9 1 ( S R - 9 1 ) c o r r i d o r , p r o v i s i o n s
i n t h e f r a n c h i s e a g r e e m e n t b e t w e e n C a l t r a n s a n d t h e
p r i v a t e f r a n c h i s e e , t h e C a l i f o r n i a P r i v a t e T r a n s p o r t a t i o n
C o m p a n y ( C P T C ) , p r o h i b i t e d C a l t r a n s a n d c o u n t y
t r a n s p o r t a t i o n a g e n c i e s f r o m a d d i n g t r a n s p o r t a t i o n
c a p a c i t y o r o p e r a t i o n a l i m p r o v e m e n t s t o t h e S R - 9 1
c o r r i d o r f r o m t h e O n t a r i o F r e e w a y ( I n t e r s t a t e 1 5 ) i n
R i v e r s i d e C o u n t y t o t h e O r a n g e / L o s A n g e l e s C o u n t i e s
b o r d e r t h r o u g h t h e y e a r 2 0 3 0 . C o n s e q u e n t l y , t h e p u b l i c
a g e n c i e s w e r e b a r r e d f r o m a d d i n g n e w l a n e s , i m p r o v i n g
i n t e r c h a n g e s , a n d a d d i n g o t h e r i m p r o v e m e n t s t o d e c r e a s e
c o n g e s t i o n o n t h e S R - 9 1 f r e e w a y .
R e c o g n i z i n g t h e n e e d t o e l i m i n a t e t h e n o n - c o m p e t e
p r o v i s i o n o f t h e f r a n c h i s e a g r e e m e n t , G o v e r n o r G r a y
D a v i s s i g n e d A s s e m b l y B i l l 1 0 1 0 ( L o u C o r r e a ) i n t o l a w i n
S e p t e m b e r 2 0 0 2 , p a v i n g t h e w a y f o r m u c h - n e e d e d
c o n g e s t i o n r e l i e f f o r t h o u s a n d s o f d r i v e r s w h o u s e S R - 9 1
t o t r a v e l b e t w e e n R i v e r s i d e a n d O r a n g e C o u n t i e s e a c h
d a y . T h e b i l l a l l o w e d t h e O r a n g e C o u n t y T r a n s p o r t a t i o n
A u t h o r i t y ( O C T A ) t o p u r c h a s e t h e 9 1 E x p r e s s L a n e s
f r a n c h i s e a n d e l i m i n a t e t h e e x i s t i n g c l a u s e t h a t p r o h i b i t e d
a n y c a p a c i t y - e n h a n c i n g i m p r o v e m e n t s f r o m b e i n g m a d e
t o S R - 9 1 u n t i l t h e y e a r 2 0 3 0 . T h e p u r c h a s e a g r e e m e n t f o r
t h e 9 1 E x p r e s s L a n e s w a s c o m p l e t e d i n J a n u a r y 2 0 0 3 ,
p l a c i n g t h e r o a d i n p u b l i c h a n d s a t a c o s t o f $ 2 0 7 . 5
m i l l i o n . W i t h t h e e l i m i n a t i o n o f t h e n o n - c o m p e t e p r o v i s i o n
t h r o u g h A B 1 0 1 0 a n d t h e s u b s e q u e n t 9 1 E x p r e s s L a n e s
p u r c h a s e b y t h e O C T A , O r a n g e C o u n t y a n d R i v e r s i d e
C o u n t y p u b l i c o f f i c i a l s a n d C a l t r a n s D i s t r i c t s 8 a n d 1 2
h a v e b e e n c o o r d i n a t i n g i m p r o v e m e n t p l a n s f o r S R - 9 1 ,
S e n a t e B i l l 1 3 1 6 ( L o u C o r r e a ) w a s s i g n e d i n t o l a w i n
A u g u s t 2 0 0 8 a s a n u p d a t e t o t h e p r o v i s i o n s o f A B 1 0 1 0 .
S B 1 3 1 6 a u t h o r i z e s O C T A t o t r a n s f e r i t s r i g h t s a n d
i n t e r e s t s i n t h e R i v e r s i d e C o u n t y p o r t i o n o f S R - 9 1 t o l l
l a n e s b y a s s i g n i n g t h e m 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 ( R C T C ) , a n d a u t h o r i z e s
R C T C t o i m p o s e t o l l s f o r 5 0 y e a r s . S B 1 3 1 6 a l s o r e q u i r e s
O C T A , i n c o n s u l t a t i o n w i t h C a l t r a n s a n d R C T C , t o
a n n u a l l y i s s u e a p l a n a n d a p r o p o s e d c o m p l e t i o n
s c h e d u l e f o r S R - 9 1 i m p r o v e m e n t s f r o m S t a t e R o u t e 5 7
( S R - 5 7 ) t o I n t e r s t a t e 1 5 ( 1 - 1 5 ) . T h e p r e v i o u s S R - 9 1
I m p l e m e n t a t i o n P l a n i n c l u d e d a w e s t e r l y p r o j e c t l i m i t o f
S t a t e R o u t e 5 5 ( S R - 5 5 ) . T h i s p l a n e s t a b l i s h e s a p r o g r a m
o f p r o j e c t s e l i g i b l e f o r f u n d i n g b y t h e u s e o f p o t e n t i a l
e x c e s s t o l l r e v e n u e a n d o t h e r f u n d s .
T h i s 2 0 0 9 S R - 9 1 I m p l e m e n t a t i o n P l a n ( P l a n ) i s t h e r e s u l t
o f t h e r e q u i r e m e n t t o p r o v i d e t h e S t a t e L e g i s l a t u r e w i t h a n
a n n u a l I m p l e m e n t a t i o n P l a n f o r S R - 9 1 i m p r o v e m e n t s a n d
b u i l d s o n t h e 2 0 0 8 r e p o r t , w h i c h w a s a m a j o r u p d a t e o f
t h e p r e v i o u s a n n u a l I m p l e m e n t a t i o n P l a n s . T h i s y e a r ' s
u p d a t e i n c l u d e s p r o j e c t s i d e n t i f i e d i n t h e R i v e r s i d e C o u n t y
O r a n g e C o u n t y M a j o r I n v e s t m e n t S t u d y ( M I S ) a s w e l l a s
o t h e r p r o j e c t d e v e l o p m e n t e f f o r t s a n d f u n d i n g p r o g r a m s
s u c h a s t h e R C T C 1 0 - Y e a r W e s t e r n C o u n t y H i g h w a y
D e l i v e r y P l a n t h a t o u t l i n e s a n u m b e r o f p r o j e c t s s u c h a s
t h e e x t e n s i o n o f H i g h O c c u p a n c y T o l l ( H O T ) L a n e s f r o m
t h e O r a n g e / R i v e r s i d e C o u n t y L i n e t o 1 - 1 5 , t h e C a l i f o r n i a
T r a n s p o r t a t i o n C o m m i s s i o n ( C T C ) C o r r i d o r M o b i l i t y
I m p r o v e m e n t A c c o u n t ( C M I A ) t h a t p r o v i d e s a f u n d i n g
s o u r c e f o r t r a n s p o r t a t i o n p r o j e c t s , t h e e x t e n s i o n o f t h e
M e a s u r e A p r o g r a m t h a t p r o v i d e s f u n d i n g f o r
t r a n s p o r t a t i o n p r o j e c t s i n R i v e r s i d e C o u n t y , a n d t h e
R e n e w e d M e a s u r e M p r o g r a m t h a t p r o v i d e s f u n d i n g f o r
t r a n s p o r t a t i o n p r o j e c t s i n O r a n g e C o u n t y . T h e 2 0 0 9 P l a n
i n c l u d e s a n o v e r v i e w , i d e n t i f i c a t i o n o f i s s u e s a n d n e e d s ,
t i m e f r a m e s f o r p r o j e c t p a c k a g e s t o i m p r o v e m o b i l i t y o n
S R - 9 1 , a n d a r e l i s t e d b a s e d o n a l o g i c a l s e q u e n c e f o r
i m p l e m e n t a t i o n . P r o j e c t d e s c r i p t i o n s i n c l u d e c o n c e p t u a l
2 0 0 9 S R - 9 1 I M P L E M E N T A T I O N P L A N
1
3 0 8
lane diagrams (as appropriate), cost estimates (in 2009
dollars, or as noted), and discussion of key considerations
that need to be addressed in the planning and
development of each project. This plan will provide OCTA,
RCTC, and Caltrans with a framework to implement
SR-91 and other related improvements. Future annual
plan updates will continue to refine the scope, cost, and
schedule of each project included in this version of the
plan.
SR-91 CORRIDOR CONDITIONS
Project Limits
The project study limits encompass the segment of SR-91
from west of the junction of SR-57 and SR-91 in the City
of Anaheim in Orange County, to east of the junction of
SR-91 and 1-15 in the City of Corona in Riverside County.
The freeway segment is approximately 20.3 miles long,
and includes approximately 12.7 miles within Orange
County and approximately 7.6 miles within Riverside
County.
Traffic Conditions Summary
A review of traffic conditions in the Corridor indicates that
the existing carrying capacity of the facility is inadequate
to accommodate current and future peak demand
volumes, and that Level of Service (LOS) F prevails in the
peak direction during the entire peak period, where LOS F
is defined as the worst freeway operating condition and is
defined as a density of more than 45 passenger
cars/lane/mile. The results also indicate that there are
several physical constraints that generate unacceptable
traffic queues. The following list summarizes the
deficiencies identified along the SR-91 Corridor:
❖ Heavy traffic volumes from 1-15 (North and South)
converge with SR-91. The weaving and merging
condition is complicated by the close proximity of the
Westbound (WB) Main Street off -ramp.
❖ High demand from several on -ramps within the
eastern segment exacerbates traffic conditions during
rush hours.
• An eastbound (EB) general purpose (GP) lane is
dropped just east of the Corona Expressway (State
Route 71).
• The second EB High Occupancy Vehicle (HOV) lane
becomes a GP lane. Heavy downstream congestion
forces traffic to exit at the Green River off -ramp. The
backup caused by the off -ramp blocks the right lane
of the mainline freeway.
❖ High traffic volumes from Gypsum Canyon Road and
Santa Ana Canyon Road contribute to congestion on
the mainline.
• The Foothill Transportation Corridor (State Route
241) merges with SR-91 causing additional
congestion in the EB direction. Both EB lanes from
State Route 241 (SR-241) are dropped prior to State
Route 71 (SR-71).
❖ Heavy traffic reentering the freeway merges at slow
speeds from existing WB and EB truck scales,
impacting the general-purpose lanes.
• SR-55 merges with SR-91. An EB lane on SR-91 is
dropped at Lakeview Avenue and a second EB lane
is dropped at Imperial Highway creating a severe
merge condition.
•: WB SR-91 drops a GP lane and a 91 Express Lane to
SB SR-55, which contributes to mainline congestion.
❖ High demand from Weir Canyon Road, Imperial
Highway and Lakeview Avenue.
❖ WB traffic entering SR-91 at Lakeview Avenue
weaving through three lanes from WB SR-91 to
southbound (SB) SR-55 contributes to mainline
congestion.
PROJECT SUMMARY
Many of the projects identified in this 2009 Plan are based
on the MIS that was completed in January 2006. The
projects are presented based on potential implementation
schedules and priorities established in the MIS as well as
through subsequent project development. Table 1
summarizes the various projects in the 2009 Plan, and
they are outlined below by implementation schedule (see
Section 2 for detailed project summaries):
• The first set of projects is anticipated to be completed
by 2011 and includes four improvements at a total
cost of approximately $145 million. The projects
include construction of a Metrolink parking structure
at the North Main Street Corona Metrolink Station,
Metrolink service improvements, Express Bus
improvements, and the EB SR-91 lane addition from
SR-241 to SR-71. These projects are in the process
of preliminary engineering, final design, construction,
2009 SR-91 IMPLEMENTATION PLAN 2
•
•
309
"
"
o r p r o c u r e m e n t a n d i m p l e m e n t a t i o n , a s n o t e d i n
t h e p r o j e c t s u m m a r i e s .
V' T h e 2 0 1 5 i m p r o v e m e n t s i n c l u d e f i v e p r o j e c t s , w i t h
a t o t a l c o s t u p t o a p p r o x i m a t e l y $ 1 . 9 b i l l i o n . T h e
p r o j e c t s i n c l u d e n e w t r a v e l l a n e s b e t w e e n S R - 5 5
a n d S R - 2 4 1 ; i n t e r c h a n g e i m p r o v e m e n t s a t S R -
7 1 / S R - 9 1 ; t h e S R - 9 1 C o r r i d o r I m p r o v e m e n t
P r o j e c t ( C I P ) f r o m S R - 2 4 1 t o P i e r c e S t r e e t t h a t w i l l
w i d e n S R - 9 1 b y o n e G P l a n e i n e a c h d i r e c t i o n
e a s t o f S R - 2 4 1 , a d d c o l l e c t o r - d i s t r i b u t o r ( C D )
r o a d s a n d d i r e c t c o n n e c t o r s a t I - 1 5 / S R - 9 1 , e x t e n d
t h e 9 1 E x p r e s s L a n e s t o 1 - 1 5 , a n d a d d s y s t e m
i n t e r c h a n g e i m p r o v e m e n t s ; a n e w W B l a n e a t
T u s t i n A v e n u e ; a n d a p o t e n t i a l n e w i n t e r c h a n g e o r
o v e r c r o s s i n g a t F a i r m o n t B o u l e v a r d .
T h r e e p r o j e c t s f o r i m p l e m e n t a t i o n b y 2 0 2 2 i n c l u d e
t h e S R - 2 4 1 / S R - 9 1 H O V / H O T d i r e c t c o n n e c t o r , a
s i g n i f i c a n t e x p a n s i o n o f M e t r o l i n k s e r v i c e a n d
s t a t i o n i m p r o v e m e n t s , a n d S R - 9 1 i m p r o v e m e n t s
b e t w e e n S R - 5 7 a n d S R - 5 5 . O C T A , R C T C , a n d
C a l t r a n s w i l l b e i n i t i a t i n g p r e l i m i n a r y p l a n n i n g
a c t i v i t i e s f o r t h e s e p r o j e c t s t o e n s u r e r e a d i n e s s
w h e n l o c a l , s t a t e , o r f e d e r a l f u n d i n g b e c o m e s
a v a i l a b l e . C o n s e q u e n t l y , t h e r e m a y b e
o p p o r t u n i t i e s t o a d v a n c e t h e s e p r o j e c t s i f
a d d i t i o n a l f u n d i n g i s m a d e a v a i l a b l e . P r o j e c t s f o r
i m p l e m e n t a t i o n b y 2 0 2 2 w o u l d c o s t a p p r o x i m a t e l y
$ 9 0 0 m i l l i o n t o $ 1 . 2 b i l l i o n . S o m e o f t h e s e p r o j e c t s
m a y b e c o m e c o m p o n e n t s o f p o s t - 2 0 2 5 / 2 0 3 0
p r o j e c t s .
: " P r o j e c t s f o r p o s t - 2 0 2 5 / 2 0 3 0 i m p l e m e n t a t i o n f o c u s
o n l o n g e r - l e a d t i m e p r o j e c t s a n d i n c l u d e : S R -
5 5 / S R - 9 1 I n t e r c h a n g e I m p r o v e m e n t s , a n E l e v a t e d
4 - L a n e F a c i l i t y ( M I S C o r r i d o r A ) f r o m S R - 2 4 1 t o
1 - 1 5 , a 4 - L a n e F a c i l i t y ( M I S C o r r i d o r B ) f r o m
S R - 2 4 1 / L a g u n a F r e e w a y ( S t a t e R o u t e 1 3 3 ) t o
I - 1 5 / C a j a l c o R o a d , a n d t h e A n a h e i m t o O n t a r i o
I n t e r n a t i o n a l A i r p o r t H i g h S p e e d R a i l . T h e $ 2 0 0
m i l l i o n d o l l a r i n t e r c h a n g e p r o j e c t a n d t h e o t h e r t h r e e ,
m u l t i - b i l l i o n d o l l a r p o t e n t i a l p r o j e c t s r e q u i r e a
s i g n i f i c a n t a m o u n t o f p l a n n i n g , d e s i g n , a n d f u t u r e
p o l i c y a n d p u b l i c i n p u t . I n s o m e c a s e s , t h e s e p r o j e c t s
m a y i n c l u d e p r e v i o u s p r o j e c t s a s p r o j e c t c o m p o n e n t s ,
T a b l e 1 S R - 9 1 I m p l e m e n t a t i o n P l a n P r o j e c t s
P r o j e c t p r o j e c t S u m m a r y
N o .
B y Y e a r 2 0 1 1
1 N o r t h M a i n S t r e e t C o r o n a M e t r o l i n k S t a t i o n P a r k i n g
S t r u c t u r e
2 M e t r o l i n k S h o r t - T e r m E x p a n s i o n P l a n
3 E x p r e s s B u s I m p r o v e m e n t s - O r a n g e C o u n t y t o R i v e r s i d e
C o u n t y
4 E a s t b o u n d L a n e A d d i t i o n f r o m S R - 2 4 1 t o S R - 7 1
C o s t
( S W
2 5 . 0
3 5 A
9 . 5
7 4 . 5 ;
S U B T O T A L 1 4 4 . 4 `
B y Y e a r 2 0 1 5
5 W i d e n S R - 9 1 b e t w e e n S R - 5 5 a n d S R - 2 4 1 b y A d d i n g a 5 1 1 ,
G P l a n e i n E a c h D i r e c t i o n
6 S R - 7 1 1 S R - 9 1 I n t e r c h a n g e I m p r o v e m e n t s
1 0 4 . 2 '
1 1 7 . 5 ;
7 W i d e n S R - 9 1 b y O n e G P L a n e i n E a c h D i r e c t i o n E a s t o f 1 , 5 4 2
S R - 2 4 1 , C D R o a d s a n d D i r e c t C o n n e c t o r s a t I - 1 5 1 S R - 9 1 ,
E x t e n s i o n o f E x p r e s s L a n e s t o 1 - 1 5 , a n d S y s t e m
I n t e r c h a n g e I m p r o v e m e n t s
8 S R - 9 1 W B L a n e a t T u s t i n A v e n u e ,
9 F a i r m o n t B o u l e v a r d I m p r o v e m e n t s
S U B T O T A L
9 4 . 8
4 4 - 7 6
1 , 9 0 3 -
1 , 9 3 5
1 0
1 1
1 2
B y Y e a r 2 0 2 2
S R - 2 4 1 1 S R - 9 1 H O W H O T C o n n e c t o r
M e t r o l i n k S e r v i c e a n d S t a t i o n I m p r o v e m e n t s 1
S R - 9 1 b e t w e e n S R - 5 7 a n d S R - 5 5
S U B T O T A L
t 5 0 = r
4 4 0
3 3 5
4 1 7
9 0 2
1 1 9 2
B y P a s t - 2 0 2 5 / 2 0 3 0
1 3 S R - 5 5 1 S R - 9 1 I n t e r c h a n g e ' I m p r o v e m e n t s
1 4 E l e v a t e d 4 - L a n e F a c i l i t y ( M I S C o r r i d o r A ) f r o m S R - 2 4 1 t o
1 - 1 5
1 5 4 - L a n e F a c i l i t y ( M I S C o r r i d o r B ) f r o m S R - 2 4 1 1 S R - 1 3 3 t o
1 - 1 5 1 C a j a l c o R o a d
- 1 6 A n a h e i m t o O n t a r i o I n t e r n a t i o n a l A i r p o r t H i g h S p e e d R a i l T B D
S U B T O T A L
, 7 2 0
9 6 0 ;
8 , 8 8 0 +
s u c h t h a t a l l p r o j e c t s m a y n o t b e i m p l e m e n t e d w i t h i n
t h i s p r o j e c t s u m m a r y .
T r a f f i c A n a l y s i s
F o r t h e 2 0 0 9 P l a n , t h e t r a f f i c a n a l y s i s f o r m a j o r S R - 9 1
c a p a c i t y p r o j e c t s h a s b e e n u p d a t e d f r o m t h e 2 0 0 8 P l a n
a n d t h e w e s t e r l y p r o j e c t s t u d y l i m i t h a s b e e n r e v i s e d t o
i n c l u d e S R - 5 7 . T h i s a n a l y s i s u s e d t h e l a t e s t f r e e w a y
o p e r a t i o n s s o f t w a r e m o d e l a v a i l a b l e f r o m U C B e r k e l e y
a n d 2 0 0 8 t r a f f i c d a t a . T h i s f r e e w a y o p e r a t i o n s m o d e l
2 0 0 9 S R - 9 1 I M P L E M E N T A T I O N P L A N
3
3 1 0
provides a better depiction of actual travel delays
experienced by motorists compared to traditional travel
demand models. The model can be used to analyze
freeway bottlenecks sometimes neglected in traditional
travel demand models. This approach is especially
important given high SR-91 traffic volumes and the
potential for relatively few vehicles to significantly slow
down traffic. For example, a minor freeway merging area
can cause many vehicles to slow, cascading delay
through the traffic stream, and suddenly both speed and
volume rapidly decrease for major segments of the
freeway.
The operations analysis quantified travel time savings for
WB morning and EB afternoon conditions for the following
major capacity enhancing projects:
❖ Eastbound lane addition from SR-241 to SR-71 by
2011 (Project 4).
❖ New lanes in both directions from SR-55 to SR-241
by 2014 (Project 5).
New lanes in both directions from SR-241 to 1-15 by
2015 (Project 7).
• Eastbound lane between SR-57 and SR-55 by 2022
(Project 12).
New capacity provided by Corridor A and Corridor B
by post-2025/2030 as recommended by the 2006 MIS
(Projects 14 and 15).
The results indicate that the WB morning travel times
increase for 2011 as there are no planned WB
improvements, but by 2015 and 2022 there are significant
travel time improvements compared with the 2011 results.
Results for 2030 illustrate travel time increases without
Corridors A and B, whereas the inclusion of Corridors A
and B results in greatly reduced travel times. The
aftemoon travel times are slightly decreased for the EB
SR-91 project planned for 2011, whereas 2015 and 2022
improvements will significantly decrease EB travel speeds.
These improvements will help manage the future growth
for the SR-91 corridor. The current design of the
SR-55/SR-91 interchange limits the ability to move traffic
into north and central Orange County via SR-55, and
significant future vehicle delays may result without major
interchange improvements and downstream capacity
increases or diversion to other corridors.
The introduction of Corridors A and B by post-2025/2030
offers the potential capacity to manage future SR-91 traffic
demand in both directions. While both of these corridors
are still concepts, they provide substantial relief to EB and
WB traffic congestion in the future. Further feasibility
studies will determine if one or both concepts move
forward in the project development process. The charts
below describe the travel time benefits by year including
these various project concepts. The 2030 scenario shows
travel time without the Corridor A and B improvements.
Figure 1-1 — Mainline Westbound SR-91 from 1-15 to SR-57 A.M. Peak Hour Average Travel Time
100
90
ao
70
00
50
40
30
20
Mainline Westbound SR-91 From 1-15 to SR-57
AM Peak Hour Average Travel Time (in Minutes)
Ex, ling (2009)
2011
2015
2022
p Orange County O Rlxcrside County.
2030
i
2030 A&B
2009 SR-91 IMPLEMENTATION PLAN 4
•
•
•
311
"
"
F i g u r e 1 - 2 M a i n l i n e E a s t b o u n d S R - 9 1 f r o m S R - 5 7 t o 1 - 1 5 P . M . P e a k H o u r A v e r a g e T r a v e l T i m e
1 0 0
9 0
8 0
] 0
s o
s o
a n
3 0
2 0
E x s l i n g ( 2 0 0 9 )
M a i n M n e E a s t b o u n d S R - 9 1 f r o m S R - 5 7 t o 1 - 1 5
P M P e a k H o u r A v e r a g e T r a v e l T i m e ( i n M i n u t e s t
2 0 1 1
2 0 1 5
2 0 2 2
B O r a n g e C o u n t y 1 3 R r e r s i d e C o u r t l y
2 0 3 0 A 8 0
P R O J E C T A C C O M P L I S H M E N T S
M u c h p r o g r e s s h a s b e e n m a d e s i n c e t h e i n i t i a l 2 0 0 3
S R - 9 1 I m p l e m e n t a t i o n P l a n w a s a p p r o v e d .
R e c e n t l y C o m p l e t e d C o n s t r u c t i o n / I m p r o v e m e n t
P r o j e c t s
A s o f M a y 2 0 0 9 , t h e f o l l o w i n g p h y s i c a l i m p r o v e m e n t s
h a v e b e e n c o n s t r u c t e d / i m p l e m e n t e d :
" r R e p a v e d a n d s e a l e d p a v e m e n t s u r f a c e s , r e p l a c e d
r a i s e d c h a n n e l i z e r s , a n d r e s t r i p e d l a n e s o n t h e 9 1
E x p r e s s L a n e s .
" E B S R - 9 1 r e s t r i p e a n d m e d i a n b a r r i e r r e c o n s t r u c t i o n
p r o j e c t t h a t r e m o v e d t h e C H P e n f o r c e m e n t a r e a a n d
e x t e n d e d t h e E B a u x i l i a r y l a n e f r o m S R - 7 1 t o t h e
S e r f a s C l u b D r i v e o f f - r a m p .
" : E x p r e s s B u s i m p r o v e m e n t s a r e i m p l e m e n t e d f o r t h e
G a l l e r i a a t T y l e r t o S o u t h C o a s t M e t r o r o u t e .
" 3 W B a u x i l i a r y l a n e e x t e n s i o n b e t w e e n t h e C o u n t y L i n e
a n d S R - 2 4 1 . T h i s p r o j e c t e l i m i n a t e d t h e l a n e d r o p a t
t h e 9 1 E x p r e s s L a n e s a n d e x t e n d e d t h e e x i s t i n g
a u x i l i a r y l a n e f r o m t h e C o u n t y L i n e t o S R - 2 4 1 i n t h e
w e s t b o u n d d i r e c t i o n . T h i s i m p r o v e m e n t m i n i m i z e d t h e
t r a f f i c d e l a y s a t t h e l a n e d r o p a r e a , r e s u l t i n g i n
i m p r o v e d v e h i c l e p r o g r e s s i o n .
" W B r e s t r i p e p r o j e c t e x t e n d e d t h e a u x i l i a r y l a n e
b e t w e e n S R - 7 1 a n d t h e C o u n t y L i n e r e s u l t i n g i n a
n e w c o n t i n u o u s a u x i l i a r y l a n e b e t w e e n S R - 7 1
S R - 2 4 1 .
V' S a f e t y I m p r o v e m e n t s a t t h e T r u c k S c a l e s . E x i s t i n g
s h o u l d e r s w e r e i m p r o v e d , l a n e s w e r e r e - s t r i p e d ,
i l l u m i n a t i o n i m p r o v e d , a n d s i g n a g e w a s m o d i f i e d i n t o
a n d o u t o f t h e E B f a c i l i t i e s .
V' G r e e n R i v e r R o a d o v e r c r o s s i n g r e p l a c e m e n t .
T h e s e p r o j e c t s p r o v i d e d e n h a n c e d f r e e w a y c a p a c i t y a n d
i m p r o v e d m o b i l i t y f o r o n e o f t h e m o s t c o n g e s t e d s e g m e n t s
o f t h e f r e e w a y .
I n a d d i t i o n , t h e r e a r e t w o p r o j e c t s t h a t a r e c u r r e n t l y i n t h e
p r o j e c t d e v e l o p m e n t p h a s e t h a t h a v e a d i r e c t i m p a c t u p o n
S R - 9 1 w i d e n i n g p r o j e c t s . T h e f i r s t i s t h e $ 2 b i l l i o n U . S .
A r m y C o r p s o f E n g i n e e r s ( C o r p s ) S a n t a A n a R i v e r
M a i n s t e m ( S A R M ) i m p r o v e m e n t p r o j e c t t h a t p r o v i d e s
f l o o d p r o t e c t i o n f r o m t h e r e c e n t l y i m p r o v e d P r a d o D a m
( n e a r S R - 7 1 ) t o t h e P a c i f i c O c e a n . A s p a r t o f t h e C o r p s '
p r o j e c t , e x i s t i n g r i v e r b a n k s h a v e b e e n i m p r o v e d d u e t o t h e
i n c r e a s e d c a p a c i t y o f t h e P r a d o D a m o u t l e t w o r k s , w h i c h
c a n n o w r e l e a s e u p t o 3 0 , 0 0 0 c f s c o m p a r e d t o t h e
p r e v i o u s f a c i l i t y c a p a c i t y o f 1 0 , 0 0 0 c f s . T h e o n l y r e m a i n i n g
s e g m e n t o f t h e S a n t a A n a R i v e r t o b e i m p r o v e d i s R e a c h
9 , w h i c h i n c l u d e s a r e a s a l o n g S R - 9 1 f r o m t h e C o a l
C a n y o n W i l d l i f e C o r r i d o r C r o s s i n g t o S R - 7 1 . S R - 9 1
p r o j e c t t e a m s h a v e c o o r d i n a t e d w i t h t h e C o r p s ; C a l t r a n s ;
a n d o t h e r f e d e r a l , r e g i o n a l , a n d l o c a l a g e n c i e s i n o r d e r t o
a c c o m m o d a t e f u t u r e S R - 9 1 i m p r o v e m e n t s b y t h e C o r p s
b a n k p r o t e c t i o n p r o j e c t w i t h i n R e a c h 9 b y r e l o c a t i n g t h e
S a n t a A n a R i v e r w h i l e i t w o u l d h a v e b e e n o t h e r w i s e
d i s t u r b e d b y t h e o r i g i n a l C o r p s p r o j e c t t o p r o t e c t - i n - p l a c e
t h e r i v e r b a n k p r o t e c t i o n f o r S R - 9 1 . T h i s w i l l g r e a t l y
e n h a n c e t h e a b i l i t y o f C a l t r a n s a n d o t h e r r e g i o n a l
t r a n s p o r t a t i o n a g e n c i e s t o i m p l e m e n t m a n y o f t h e S R - 9 1
i m p r o v e m e n t p r o j e c t s l i s t e d h e r e i n . T h e C o r p s c u r r e n t l y
h a s 9 5 % d e s i g n p l a n s c o m p l e t e d f o r t h e i m p r o v e m e n t s
a n d a r e a w a i t i n g f e d e r a l s t i m u l u s p a c k a g e f u n d i n g
a l l o c a t i o n a n d d i s b u r s e m e n t p r i o r t o c o n s t r u c t i o n .
2 0 0 9 S R - 9 1 I M P L E M E N T A T I O N P L A N 5
3 1 2
The other project with a direct impact to SR-91 is the $100
million Santa Ana Regional Interceptor (SARI) sewer trunk
line relocation. The existing SARI line is within the Santa
Ana River floodplain and is in jeopardy of failure due to
scour from the potential increased flood releases by the
aforementioned Corps project. In order to relocate the
proposed 48-inch diameter SARI line outside of the
floodplain, which is immediately adjacent to SR-91,
highway R/W needs to be relinquished to the Orange
County Flood Control District (OCFCD) for location of the
SARI line. SR-91 project teams have coordinated with the
OCFCD; Ca!trans; and other federal, regional, and local
agencies in order to accommodate planned SR-91
improvements within the R/W subsequent to
relinquishment. This project initiated the preliminary
engineering phase in early 2009 and is scheduled to
complete construction by summer 2012.
Recently Completed PSR's and other Reports
In addition to the physical improvements in the corridor,
there are several reports and PSR's that are completed, in
draft form, or anticipated to be approved that identify
improvements that will provide improved mobility. The
reports and PSR's include:
• Project Study Report "On State Route 91 Between
the SR-91/SR-55 Interchange and the SR-91/SR-241
Interchange in Orange County" (April 2004).
❖ MIS —Final Project Report: Locally Preferred Strategy
Report (January 2006).
❖ Project Study Report "On Route 91 from State Route
241 in Orange County to Pierce Street in the City of
Riverside in Riverside County" (October 2006).
❖ Renewed Measure M Transportation Investment Plan
(November 2006).
• Project Study Report for SR-711SR-91 Interchange
(December 2006).
• RCTC 10-Year Western County Highway Delivery
Plan (December 2006).
• Renewed Measure M Early Action Plan, approved
August2007.
❖ SR-91 from SR-57 to SR-55 Feasibility Study
(anticipated by May 2009).
❖ 91 Express Lanes Extension and State Route 241
Connector Feasibility Study (March 2009).
❖ SR-91/Fairmont Boulevard Feasibility Study
(anticipated by June 2009).
❖ Plans, Specifications and Estimates (PS&E) for
Eastbound SR-91 lane addition from
SR-241 to SR-71 (2009).
❖ Renewed Measure M Strategic Plan (anticipated by
June 2009).
Updates from the 2008 SR-91 Implementation Plan
In addition, to the improvements and progress noted
above, the following projects that were included in the
2008 SR-91 Implementation Plan have been modified or
dropped for the 2009 Plan:
❖ The Green River Road interchange improvements
have been completed and the project is deleted from
the 2009 Plan.
❖ The Fairmont Boulevard improvements (Project 9)
alternative for drop ramps into the 91 Express Lanes
has been deleted. A traditional interchange or
overcrossing altemative are still included as viable
options.
• An eastbound SR-91 widening project from SR-57 to
SR-55 (Project 12) has been added for 2009.
:• The SR-55/SR-91 interchange improvements (Project
13) schedule has been changed from 2020
completion to post-2025/2030.
• The 2020 horizon year has been updated to 2022 to
capture projects that will be implemented before
2025.
• Various project costs and schedules have been
updated from the 2008 Plan based on continued
project development.
2009 SR-91 IMPLEMENTATION PLAN 6
•
•
•
313
"
"
S E C T I O N 2 : I m p l e m e n t a t i o n P l a n
O V E R V I E W
T h e 2 0 0 9 P l a n d e s c r i b e s p r o j e c t s , i m p l e m e n t a t i o n
s c h e d u l e s , k e y c o n s i d e r a t i o n , b e n e f i t s , a n d c o s t s ( i n 2 0 0 9
d o l l a r s , o r a s n o t e d ) f o r m a j o r p r o j e c t s t h r o u g h p o s t -
2 0 2 5 / 2 0 3 0 . M o s t o f t h e p r o j e c t s i d e n t i f i e d i n t h i s
I m p l e m e n t a t i o n P l a n a r e b a s e d o n t h e M I S t h a t w a s
c o m p l e t e d i n J a n u a r y 2 0 0 6 . T h e p r o j e c t s a r e p r e s e n t e d
b a s e d o n p o t e n t i a l i m p l e m e n t a t i o n s c h e d u l e s a n d
p r i o r i t i e s e s t a b l i s h e d i n t h e M I S . T h e s c h e d u l e s f o r
i m p l e m e n t a t i o n o f t h e p a c k a g e s o f p r o j e c t s i n c l u d e 2 0 1 1 ,
2 0 1 5 , 2 0 2 2 , a n d p o s t - 2 0 2 5 / 2 0 3 0 . T h e 2 0 1 1 a n d 2 0 1 5
p r o j e c t s a r e c a p a b l e o f b e i n g i m p l e m e n t e d t h r o u g h t h e
p r o j e c t d e v e l o p m e n t p r o c e s s w i t h m i n i m a l t o m o d e r a t e
e n v i r o n m e n t a l c o n s t r a i n t s . S o m e o f t h e l o n g e r - r a n g e
p r o j e c t s f o r 2 0 2 2 a n d p o s t - 2 0 2 5 / 2 0 3 0 r e q u i r e m o r e
s i g n i f i c a n t p l a n n i n g a n d e n v i r o n m e n t a l a s s e s s m e n t p r i o r
t o d e s i g n .
E a c h o f t h e p r o j e c t i m p r o v e m e n t s i n c l u d e s a n e s t i m a t e o f
p r o j e c t s c h e d u l e s . I t i s i m p o r t a n t t o n o t e t h a t i m p l e m e n t i n g
v a r i o u s t i m e s a v i n g m e a s u r e s , s u c h a s d e s i g n - b u i l d o r
c o n t r a c t o r i n c e n t i v e s f o r e a r l y c o m p l e t i o n , m a y p o t e n t i a l l y
r e d u c e p r o j e c t s c h e d u l e s . T h e i m p l e m e n t a t i o n p h a s e s a r e
d e f i n e d a s f o l l o w s :
V' C o n c e p t u a l E n g i n e e r i n g = P r e - P r o j e c t S t u d y
R e p o r t ( P r e - P S R ) - C o n c e p t u a l p l a n n i n g a n d
e n g i n e e r i n g f o r p r o j e c t s c o p i n g a n d f e a s i b i l i t y p r i o r t o
i n i t i a t i n g t h e P S R p h a s e .
V' P r e l i m i n a r y E n g i n e e r i n g = P r o j e c t S t u d y R e p o r t
( P S R ) - C o n c e p t u a l p l a n n i n g a n d e n g i n e e r i n g p h a s e
t h a t a l l o w s f o r p r o g r a m m i n g o f f u n d s .
V' E n v i r o n m e n t a l = P r o j e c t R e p o r t / E n v i r o n m e n t a l
D o c u m e n t a t i o n ( P R I E D ) - T h e d e t a i l e d c o n c e p t
d e s i g n t h a t p r o v i d e s e n v i r o n m e n t a l c l e a r a n c e f o r t h e
p r o j e c t a n d p r o g r a m s f o r f i n a l d e s i g n a n d r i g h t o f w a y
a c q u i s i t i o n . T h e d u r a t i o n f o r t h i s p h a s e i s t y p i c a l l y 2 - 3
y e a r s .
V' D e s i g n = P l a n s , S p e c i f i c a t i o n s a n d E s t i m a t e s
( P S & E ) - P r o v i d e d e t a i l e d d e s i g n t o c o n t r a c t o r s f o r
c o n s t r u c t i o n b i d d i n g a n d i m p l e m e n t a t i o n .
s " C o n s t r u c t i o n = T h e p r o j e c t h a s c o m p l e t e d
c o n s t r u c t i o n a n d w i l l p r o v i d e c o n g e s t i o n r e l i e f t o
m o t o r i s t s .
T h e i n t e n t o f t h e s e i m p l e m e n t a t i o n p l a n p r o j e c t p a c k a g e s
i s t o p r o v i d e a n a c t i o n l i s t f o r O C T A , R C T C a n d C a ! t r a n s
t o p u r s u e i n t h e p r o j e c t d e v e l o p m e n t p r o c e s s o r f o r
i n i t i a t i n g f u r t h e r s t u d i e s .
F i g u r e 2 - 1 - S R - 9 1 P r o j e c t S t u d y A r e a f r o m S R - 5 7 t o 1 - 1 5
2 0 0 9 S R - 9 1 I M P L E M E N T A T I O N P L A N
7
3 1 4
By Year 2011
The first set of projects will be completed by 2011 and includes four improvements at a total cost of approximately $144 million
(in 2009 dollars). The projects include a new parking structure at the North Main Street Corona Metrolink Station, Metrolink
service improvements, Express Bus improvements, and the EB SR-91 lane addition from near SR-241 to SR-71. Most of
these projects are in the process of preliminary engineering, final design, construction, or procurement and implementation.
These projects are recommended for the first few years of the Plan and will provide mobility improvements to the corridor
when implemented. Most of these near term projects provide immediate operational benefits with a minimum of effort required
relative to environmental documentation and Right -of -Way constraints.
Project No.
1
Project Summary
North Main Street Corona Metrolink Station Parking Structure
Cost (9M)
25.0
2
Metrolink Short -Term Expansion Plan
35.4
3
Express Bus Improvements — Orange County to Riverside County
9.5
4
Eastbound Lane Addition from SR-241 to SR-71
74.5
SUBTOTAL
144.4
Figure 2-2 — Summary of Projects for Implementation By 2011
2009 SR-91 IMPLEMENTATION PLAN
8
w
315
North Main Street Corona Metrolink Station Parking Structure
Project No: 1
Anticipated Completion: 2009
Project Cost Estimate
Capital Cost $ 20,000,000
&ipport Cost $ 5,000,000
RPM Cost $0
Total Project Cost $ 25,000,000
Project Schedule
Pretimitary Engineering Completed
Environmental Completed
Design Completed
Construction 2008-2009
n�oti israapcn y-iptded
Thrnw [r
P AHE _PA
1�F,psan
Project Description
The project will provide a six level parking structure with 1,065 parking
stalls_ The construction is within the existing North Main Street.
Metrolink station property in Corona.
Key Considerations
Maintaining parking for passengers temporarily displaced by the new
Construction is a significant issue_ Addressing this issue involves
providing additional parking, shuttle service, and encouraging
passengers to use adjacent stations during construction. Proposed
improvements wfil be constructed within existing right of way.
Benefits
Demand for parking currently exceeds the capacity at the North Main
Street Corona station. New parking capacity will allow Metrolink
ridership to increase thereby diverting vehicle trips from SR-91.
Current Status
Construction was initiated in January 2008 and is scheduled to be
completed by June 2009. The project is funded with Federal
Congestion Management and Air Quality (CMAQ) funds.
Propose iMetrolink
Parkingiructure
rrndurec vn,h pe rme -r,,n
2009 SR-91 IMPLEMENTATION PLAN
9
316
Iyetrolink Short -Term Expansion Plan
Project No: 2
Anticipated Completion:2010
Project Cost C-stanate
OCTA Project Cost $ 35,400,000
Project Schedule
To be completed by 2010
Current Stahrs
SCRRA equipment procurement is urxferway
with Rohm Company for the purchase of
trailer and cab cars, and also with
Mot vePower, Inc. for locomotives.
.DAILY TRAINS
Year2009: fb
ear 2010: 20
Project Description
Orange County Transportation Authority (OCTA), working with the
Riverside County Transportation Comniission (ROTC), San Bemarrno
Associated Governments (SANBAG), and the Southern Catifomia
Regional Rail Authority (SCRRA), plans a short-term expansion of
train service from the Inland Empire to Orange County. More trains are
planned on the Inland Empire - Orange County (IEOC) line that
currently runs between San Bernardino, Riverside, and Orange
counties as well as the "91 Line" that goes from the Inland Empire to
Los Angeles via Orange County, paralleling SR-91_
Currently, 16 trains a day run on the IEOC line and nine trains on the
91 Lane for a total of 25 (lady trains_ The short -tern expansion adds
four addtional IEOC trains and four additional 91 Line trains by 2010
for a total of 33 daily trains, subject to negotiations with Burlington
Northern Santa Fe (BNSF), ROTC, and Los Argos County
Metropolitan Transportation Authordy (LACMTA). The planned
short-term expansion is necessary to accommodate population and
employment growth in the region as well as make the current service
more convenient
Key Considerations
Capital costs necessary for this expansion includes the purchase of
engines and coaches to operate the new service_ OCTA costs are
estimated at $354 million. The long -lean plan (by 2020) adds more
service and requires a significant capital investment, incltxiing an
addtional station in Placentia. Coordination has been ongoing with the
Metrolink extension studies (see also Project #11 for long-term
details).
Benefits
Enables development of expanded Metrolink Service and improves
efficiency, which will contribute to congestion relief on SR-91.
DAILY TRAINS
Year 2009- 25
Year20t0- 33
oduc£d
CE I II G 1-11LB •
✓ New !rain engines and coaches
✓ $35.4 million
2009 SR-91 IMPLEMENTATION PLAN
10
•
•
•
317
"
E x p r e s s B u s I m p r o v e m e n t s
O r a n g e C o u n t y t o R i v e r s i d e C o u n t y
P r o j e r i t N o : 3
A n t i c i p a t e d C o m p l e t i o n : 2 0 1 1
P r o j e c t C o s t E s t i m a t e
T o t a l C a p i t a l C o s t
T o t a l A n n u a l O p e r a t i n g C o s t
$ 9 , 5 0 0 0 0 0
$ 9 0 0 , 0 0 0
P r o j e c t S c h e d u l e
R i v e r s i d e / C o r o n a t o S o u t h C o a s t M e t r o
i m p l e m e n t e d F a l l 2 0 0 6
R i v e r s i d e / C o r o n a t o T y l e r t o I r v i n e B u s i n e s s
C o m p l e x / U C l i n F Y 2 0 1 0 / 2 0 / 1
R i v e r s i d e / C o r o n a t o N o r t h E a s t A n a h e a n
a n d C S U F i n F Y 2 0 1 0 / 2 0 1 1
R i v e r s i d e / C o r o n a t o A n a h e i m R e s o r t i n -
F Y 2 0 1 0 / 2 0 1 1
2 0 0 9 S R - 9 1 I M P L E M E N T A T I O N P L A N
P r o j e c t D e s c r i p t i o n
O r a n g e C o u n t y T r a n s p o r t a t i o n A u t h o r i t y ( O C T A ) , w o r k i n g w i t h t h e
R i v e r s i d e C o u n t y . T r a n s p o r t a t i o n C o m m i s s i o n ( R C T C ) , a n d t h e
R i v e r s i d e T r a n s i t A g e n c y ( R T A ) , p l a n s a n e x t e n s i v e e x p a n s i o n o f
E x p r e s s B u s s e r v i c e b e t w e e n R i v e r s i d e a n d O r a n g e c o u n t i e s _
C o m m u t e r s l a c k d i r e c t t r a n s i t c o n n e c t i o n s t o m a n y O r a n g e C o u n t y
r e m p l o y m e n t c e n t e r s , a n d n e w E x p r e s s B u s s e r v i c e w i l l p r o v i d e
, c o n n e c t i o n s t o e m p l o y m e n t c e n t e r s i n A n a h e i m , C o s t a M e s a ,
I F u l l e r t o n , a n d I r v i n e .
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A n a h e i m C a n y o n B u s i n e s s C e n t e r a n d C a l i f o r n i a S t a t e U n i v e r s i t y
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A n a h e i m R e s o r t ; a n d I r v i n e B u s i n e s s C o m p l e x a n d U n i v e r s i t y o f
C a l i f o r n i a , I r v i n e M C I ) . R o u t e s w o u l d r u n e v e r y 3 0 t o 4 5 m i n u t e s i n
t h e p e a k p e r i o d , a n d s e r v i c e w i l l b e t a i l o r e d t o m a t c h d e m a n d .
I m p l e m e n t a t i o n b e g a n i n F a l l 2 0 0 6 w i t h t h e R i v e r s i d e C o u n t y t o
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p l a n n e d f o r i m p l e m e n t a t i o n b y F i s c a l Y e a r 2 0 1 0 / 2 0 1 1 c o n t i n g e n t o n
f u t u r e b u d g e t a u t h o r i t y .
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s h a r e d b y O r a n g e a n d R i v e r s i d e c o u n t i e s .
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r e l i e f o n S R - 9 1 .
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v e h i c l e s . A c o o p e r a t i v e a g r e e m e n t c o v e r i n g t h e R i v e r s i d e / C o r o n a t o
S o u t h C o a s t M e t r o s e r v i c e w i t h R i v e r s i d e C o u n t y h a s b e e n
d e v e l o p e d _ T h e R i v e r s i d e C o u n t y t o S o u t h C o a s t M e t r o E x p r e s s B u s
r o u t e i s c u r r e n t l y o p e r a t i n g . E x p a n s i o n o f t h e p r o g r a m i s d e p e n d e n t
u p o n f u t u r e f i n a n c i a l c o m m i t t m e n t s w i t h R i v e r s i d e C o u n t y _
1 1
3 1 8
Eastbound Lane Addition from SR-241 to SR-71
Project No: 4
Anticipated Completion: 2011
Project Cost Estimate
Capikal Cost
Support Cost
RAW Cast
Total Pmject Cost
Project Schedule
Preliminary Engineering
Environmental
Design
Construction
t
$ 59,000,000
$14,300,000
$1,200,000
$ 74,500,000
Completed
Completed
2007-2009
2009-2011
, Project Description
The project will provide; an additional eastbound (EB) lane from the
°- SR-91fSR-241 interchange to the SR-71f5R-91 interchange and will
widen all EB tames and shoulders to standard widths_
Key Considerations
Coordination with SR-91 Corridor Improvement Project (Project #7) will
be required_ Staged construction would be required for all ramp
reconstruction and freeway widening. Freeway operations would most
likely be affected by this project, however, freeway lane closures are
not anticipated_ An EB concrete shoulder will be constructed with a 12
=' foot width to provide for future widening as contemplated by Project 47
(SR-91 Corridor Improvement Project).
Benefits
I The lane addition would help to alleviate the weaving condition
between SR-241 and SR-71, as well as rermve vehicles from the
SR -Di mainline that would be exiting at Green River Road and SR-71.
LEGEND
www Existing Highway
r� Interchange/Ramp
Counly tine
Hav of HOT Lane
. = _ Existing Lane
NEI Project Improvement Lane
xwr. Exerting Interchange
off
Current Status
The environmental phase was completed in December 2007_ The
project is currently in the design phase. Funding is from the Corridor
Mobility Improvement Account (CMIA) with $71.44M approved, arid the
balance of project costs are fium other sourrps_ Caltrans completed
design and is performing right-of-way certification, which is anticipated
for completion by May 2009. Construction is anticipated to begin in late
2009 and is scheduled to be completed by November 2011.
Coal Canyon
WLC County Line GrgnRivgiRd
I
2009 SR-91 IMPLEMENTATION PLAN
12
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•
•
319
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1 3
3 2 0
s
Project No:
Anticipated Completion: 20U
Project Cost Estimate
Capital Cost
Support Cost
RAN Cost
Total Project Cost
$ 78,000,000
$ 22,700,000
$ 3,500,000
$104,200,000
Project Schedule
Preliminary Engineering
Envronmental
Design
Construction
Completed
2007-2009
2009-2011
2011-2014
Widen SR-51 between SR-55 and SR-241
by Adding a 5th GP Lane in Each Direction •
Project Description
This project proposes capacity and operational irnjxovements by adding
one general purpose (GP) lane on eastbound (EB) SR 91 from the
SR-551SR-91 connector to east of Weir Canyon Road interchangeand
on westbound (WB) SR-91 from just east of Weir Canyon Road
interchange to the Imperial Highway (SR-90) intefchange Additionally,
this project would facilitate truck traffic approaching the truck scales in
both directions.
Key Considerations
Coordination with the proposed Fairmont Boulevard project (Project #9)
will be required. Caltrans is not considering relocation of the truck scales
at this time.
Benefits
LEGEND
-.am. Existing Higinray
Interchange/Ramp
Existing Interchange
Proposed Interchange
HOY or HOT Lane
Existing Lane
MINI Project Improvement Lane
Auxiliary Lane
Lakeview Av
Dn Oir On
O
Alleviates congestion an WB SR-91 by eliminating the lane drop at die
truck scales and providing a continuous GP lane to SR-90_ Alleviates
congestion an EB SR-91 by eliminating the lane drop for northbound
(NB) SR-55 at SR-91 by providing an auxiliary lane to Lakeview Avenue,
and at SR-90 by providing a continuous GP lane to Weir Canyon Road.
Current Status
Preliminary engineering was completed and approved by Caltrans. The
environmental phase is underway and is anticipated to be completed by
May 2009_ The project received $22M of Corridor !Mobility Improvement
Account (CMIA) funding and $74M of State Transportation improvement
Program (STIP)Augmentation funds_
On
Fairmontt Bl Truck Scales
Off 0
eir Canyon Rd
RGi#
Gypsum
Canyon Rd
On Off
ft On Off On Off On Off
Off
OR�
NOTE: FAIRMONT BLVD IS CONTINGENT UPON IMPLEMENTATION OF PROJECT ft9
2009 SR-91 IMPLEMENTATION PLAN
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SR-91 WB Lane at Tustin Avenue
Project No: 8
Anticipated Completion: 2015
Project Cost Estimate'
Capital Cost
Support Cost
P.M Cost
Total Project Cost
Project Schedule'
Preliminary Engineerhg
Envirormrental
Design
Construction
$ 62,300,000
$ 29,200,000
$ 3,300,000
$ 94,800,000
Completed
2009-2011
2011-2013
20'13-2015
• Costs and schedule are derived from
2008 STIP information
LEGEND
- Existing Highway
ww� InterchagelRanp
- Existing Interchange
Lad HOV or HOT Lane
_ Existing Lane
mg Project Improvemennt Lane
ww� Existing Lanes Outline
1' 7, Project #5 Improvements
Tustin Avenue Overcrossing to
be reconstructed by others Off
Project Description
The project will add a westbound (WB) auxiliary lane on SR-91
beginning at the northbound (NB) SR55 to WB SR-91 connector
through the Tustin Avenue interchange. The project will also
reconstruct the Tustin Avenue overcrossing stricture_
Key Considerations
The three build-altematives within the Project Study Report (PSR), On
Westbound (WB) SR-91 Auxiliary Lane from the Northbound (NB)
SR-55/WB SR-91 Connector to the Tustin Avenue Interchange, require
additional right-of-way. City of Anaheim utilities are within close
proximity of the proposed widening section. Coordination may be
required with SR55ISR-91 interchange improvements (Project #12).
Widening of the Santa Ana River bridge is required for all alternatives.
Coordination will be required with SR-55ISR-91 kmprovements (Project
#13), which includes a proposed WB SR-91 to SB SR-55 flyover
connector. Coordination with the City of Anaheim will be required for
potential widening of Tustin Avenue andior the WB SR-91 Off -Ramp.
A SR-91 Feasibility Study bun SR-57 to SR-55 was initiated in 2008
and will evaluate improvements from Lakeview Avenue through Tustin
Avenue.
Benefits
The project would reduce or eliminate operational problems and
deficiencies on this section of WB SR-91 including weaving and
merging maneuvers. This project would also address choke -point
conditions, which are caused primarily by extensive weaving between
the NB SR-55 to WB SR-91 connector and the WB SR-91 off -ramp to
TUsbn Avenue_
Current Status
Preliminary engineering was completed and approved by Caftans_
The environmental phase was irtitiated in early-2009_ The project
received $91.43M in 2008 State Transportation Improvement Program
(STIP) Augmentation funding.
Tustin Av
On Off On Off
Lakeview Av
2009 SR-91 IMPLEMENTATION PLAN 17
324
Fairmont Boulevard
P
ovetments
Project No: 9
Anticipated Corn; Mon_ 2015
Project Cost Estimate •
Total Project Cost, IOW $ 44,000,000
Total Projed Cost, High 3 75,000,000
Project Schedule
Conceptual Engineering
Preliminary E►xpneerulg
Environmental
Design
Construction
2008-2009
2E09-2010
2010-2012
2012-2013
2013-2015
'RAN cost is mdeteme ned at this time_
Cost does not Include potential impact
to Santa Are River.
Project Description
r'T The project would provide a new interchange with SR-91 at Fairmont
t;Boulevard. A connection is proposed southerly into Anaheim: as part of
t' Option'2-
Option i indudes a new overcrassing at Fairmont Boulevard with SR-91
4 access_ On- and off-rarnps will mimed Fount-nt Boulevard to eastbound
(EB) and westbound (WB) SR 91. Option 1 does not include a Fabmont
Boulevard connection to Santa Aria Canyon Road to the sold'.
Option 2 is stmilm to Option 1 but extends Famont Bouteinird to scmned
t to existkig SantaAna Gmyon Roars to the south of SR-91.
Option 3 is a new overcrossing at Faimhont Boulevard, wthith wffi not
provide SR-91 access.
Key Considerations
Coordination with SR-91 EB and WB widening (Project its) is
recommended as it may need to be constructed first or designed to
accommodate the future interchange ramps_ Interchange spacing and
f weaving issues (to SR 55) need to be evaluated for both options_ Widening
of SR 91 maybe needed to accommodate Option 1 and 2 ramps. Prmamity
k of the Santa Ana River may require that the VVB ramp junction tor Option 1
be located north or the river. New connection regrurements and interchange
spacing needs to be considered.
LEGEND
Existia lirgheay
moo Proposed inbachengNReip
Existing Interchange
HOV cc HOT Lane
Existing Lane
IN Proposed homovement Lanes
I:-:: Project 25 Improvements.
i
OPTION 2
Incl. Sou
Connection
Santa Ana
Cyn Rd
Benefits
The interchange Is expected to relieve congestion at SR-90, Lakeview
Avenue, and Weir Carryon Road interchanges_ Additional accessibility with
Option 2 is expected to increase utilization of the proposed interchange_
Preliminary traffic modeling shows a 10-15% decrease in volumes at Weir
Canyon and imperial Highway interchanges with the Option 1 and 2
interchange alternatives_
Current Status
The City of Anaheim initiated a year -long conceptual engineering study that
began in June 2008_ Multiple alternatives have been developed with the
three must prominent alternatives featured herein.
OPTION 1 8.2 OPTION J
On Fairmont Blvd oR
2009 SR-91 IMPLEMENTATION PLAN
Fairmont Blvd
18
325
"
B y Y e a r 2 0 2 2
P r o j e c t s f o r i m p l e m e n t a t i o n b y 2 0 2 2 i n c l u d e t h e S R - 2 4 1 1 S R - 9 1 H O V J H O T c o n n e c t o r i m p r o v e m e n t s , a s i g n i f i c a n t e x p a n s i o n o f
M e t r o l i n k s e r v i c e a n d s t a t i o n i m p r o v e m e n t s , a n d S R - 9 1 i m p r o v e m e n t s b e t w e e n S R - 5 7 a n d S R - 5 5 . O C T A , R C T C , a n d
C a ! t r a n s w i l l b e i n i t i a t i n g p r e l i m i n a r y p l a n n i n g a c t i v i t i e s f o r t h e s e p r o j e c t s t o e n s u r e r e a d i n e s s w h e n l o c a l , s t a t e , o r f e d e r a l
f u n d i n g b e c o m e s a v a i l a b l e . C o n s e q u e n t l y , t h e r e m a y b e o p p o r t u n i t i e s t o a d v a n c e t h e s e p r o j e c t s i f a d d i t i o n a l f u n d i n g i s m a d e
a v a i l a b l e . P r o j e c t s f o r i m p l e m e n t a t i o n b y 2 0 2 2 a r e e x p e c t e d t o c o s t a p p r o x i m a t e l y $ 9 0 0 m i l l i o n t o $ 1 . 2 b i l l i o n ( i n 2 0 0 9 d o l l a r s ,
o r a s n o t e d ) . S o m e o f t h e s e p r o j e c t s m a y b e c o m e c o m p o n e n t s o f p o s t - 2 0 2 5 1 2 0 3 0 p r o j e c t s .
P r o j e c t N o .
1 0 S R - 2 4 1 l S R - 9 1 H O V I H O T C o n n e c t o r
P r o j e c t S u m m a r y
C o s t ( $ M )
1 5 0 - 4 4 0
1 1 M e t r o l i n k S e r v i c e a n d S t a t i o n I m p r o v e m e n t s
3 3 5
1 2 S R - 9 1 b e t w e e n S R - 5 7 a n d S R - 5 5
4 1 7
S U B T O T A L
9 0 2 1 , 1 9 2
[ - L A : E N T I A
5 o f
V I L L A
P A R K
F i g u r e 2 - 4 S u m m a r y o f P r o j e c t s f o r I m p l e m e n t a t i o n B y 2 0 2 2
T h . i s t i r e , E r r : ,
p i e d u c e C - e r r r ; i s y u u . .
2 0 0 9 S R - 9 1 I M P L E M E N T A T I O N P L A N
1 9
3 2 6
SR-24.1/SR-91 HOWHOT Connector
Project No: 10
Anticipated Completion: 2
7
Project Cost Estimate Range'
Total Proj. Cost, Law $150,000,000
Total Proj_ Cost, High $ 440,000,000
Prot Schedule
Preliminary Engineering
Conceptual Engineering
Environmental
Design
Construction
2007-2009
2010-2011
2011-2013
2013-2015
20152017
'Range asSuRles a 2-lane or 44ane
connector, extencing as far as SR-71
4
LEGEND
Existing Highway
Interchange/Ramp
County Line
HOV or HOT Lame
71 Existing Lane
Project Improvement Lane
i rem Express Lanes Extension
i Project #4, #5, #6, and #7
Improvements
men Existing Intercnange
Project
3i5 Lan
Project
#5 Lane
Project Description
'The SR-241/SR-91 High Occupancy Vehicle (HOV) / High Occupancy Toil (HOT)
t:connector wilt carry northbound (NB) SR-241 traffic to eastbound (EH) SR-91 &Ta s
,Lanes and carry westbound (WM 91 Express Lares traificto soul/bound (SB) S1R-241.
Outside widening would be required mainly on the south side of SR-91 for re anent
of EB lanes.
tKey Considerations
`'Costs may vary significantly depending on the implementation of earlier projects. The
HOWHOT coni motor merges in the mean or SR-91 mud requires oodskie widening of
SR-91 and reartgnment of the Gypsum Canyon irderrharge_ implementation of Major
;Investment Study (MIS) Corridor A (Project #14) may supersede the need for the
HOWHOT connector improvements as tyre project may become the west leg of Corridor
646, The connector impact on SR-91 depends upon fi the connectors are 44anes
r (tas-to-toti) or 2-lanes (HOWHOT)_ The impact of the connector On The 91 Egress
Lances may require the connector lams to be extended, psssthiy to SR-71, witch will
b require further evaluation_ Toll collection issues would need to be resolved. Widening to
r accommodate the project could impact the collector -distributor (CD) road and retaining
t watts near toe County tine, and Ls-accomodated by the SR-71 connecter (Project #6) as
;well as by the lanes added with Project #7, incluceng the potential extension of 91
Express Lanes as currently proposed in Riverside Comity Transportation Commissions
(RCTC) 10-Year Deliver Plan_ Costs range from a 2-lane connector eroding neiv Coal
Canyon to a 4-lane connector ending rear SR-71. Also, the project coidd fie considered
as a component of Project #7. Realignment of VVB and EB SR-91 lanes may be
required_ in addition, an at -grade or grade -separated managed lane ingressmgress
facility may be introduced near the County Line by Project #7. Nonstandard lane widths
may be required at the Green River Road overcrossing.
Benefits
Project #7
on Coal Can on
°`; __—' '�— —� _ . WLCy County Lane Gr n Rivo#Rd oil (TYP)
Gypsum Canyon Rd #
o0 Off -
1-�..,----r- -- --
:Improves access to SR-241 and South County for traffic that does not currently utilize 91 Express
?Lanes, which also improves WB SR-91 by eliminating the reed for toll users to weave across four
;,general purpose lanes to ime the existing SR-241 connector. Alleviates congestion on NB SR-241
and EB SR-91 by allowing SR-241 toll andlor HOV users to bypass the existing general purpose
EB SR-91 direct connector. The project may provide a benefit to the Central County MIS.
a
6'Current Status
(Preliminary engineering concepts for a SR-2411SR-91 direct connector have been developed by
`Transoprhation Corridor Agencies (TCA) and Caftans_ The 91 Express Lanes Extension and
SR-241 Connector Feasibility Study was completed in March 2009 and was initiated to evaluate
various alternatives as noted above.
60) On
Project #4, #6 and #7 improvements.
Potentially impacted by Project #1 o
2009 SR-91 IMPLEMENTATION PLAN
20
•
•
327
"
M e t r o l i n k S e r v i c e a n d S t a t i o n I m p r o v e m e n t s
A n t i c i p a t e d C o n n p l e t i o n : 2 0 2 0
P r o j e c t C o s t E s t i m a t e
T o t a l C a p l e t C o s t $ ` 1 3 . i s m o m o
K e y C o n s i d e r a t i o n s
T h e c a p i t a l p r o g r a m i s e s t i m a t e d t o c o s t
$ 3 3 5 a n i o n , a n d c o s t s w o u l d b e s h a r e d
b y t h e m e m b e r a g e n c i e s o f S C R R A a n d
B u r l i n g t o n N o r t h e r n S a t a F e ( B N S F ) .
S e r v i c e l e v e l s a r e s u b j e c t t o n e g o t i a t i o n
w i t h � N S F , R C T C , a n d L o s A n g e l e s
C o u n t y M e t r o p o l i t a n T r a n s p o r t a t i o n
A u t h o r i t y ( L A C M T A ) .
B e n e f i t s
E n a b l e s d e v e l o p m e n t o f n e w M e t r o l i n k
S e r v i c e s , w h i c h w i l l c o n t r i b u t e t o
c o n g e s t i o n r e l i e f o n S R - 9 1 .
C u r r e n t S t a t u s
T h e p r o p o s e d e x p a n s i o n i s i n c l u d e d i n
t h e R e n e w e d M e a s u r e M p r o g r a m _
P r o j e c t D e s c r i p t i o n
O r a n g e C o u n t y T r a n s p o r t a t i o n A u t h o r i t y ( O C T A ) , w o r k i n g w i t h t h e R i v e r s i d e
C o u n t y T r a n s p o r t a t i o n C o m m i s s i o n ( R C T C ) , S a n B e r n a r d i n o A s s o c i a t e d
� " G o v e r n m e n t s ( S A N B A G ) , a n d t h e S o u t h e r n C a t i f o m i a R e g i o n a l R a i l A u t h o r i t y
( S C R R A ) , p l a n s a n e x t e n s i v e e x p a n s i o n o f t r a i n s e r v i c e f r o m t h e I n l a n d
E m p i r e t o O r a n g e C o u r t l y f i b r e w i n s a r e p l a n n e d o n t h e I n l a n d E m p i r e -
O r a n g e C o u n t y ( I E O C ) f i n e t h a t c u r r e n t l y l a m s b e t w e e n S a n B e r n a r d i n o ,
R i v e r s i d e , a n d O r a n g e c o u r d i e s a s w e l l a s t h e " 9 1 L i n e " t h a t g o e s f r o m t h e
I n l a n d E m p i r e t o L o s A n g e l e s v i a O r a n g e C o u n t y , p a r a l l e l i n g S R - 9 1 .
C u r r e n t t y , 1 6 t r a i n s a d a y r u n o n t h e I E O C t i n e a n d n i n e t r a i l s o n t h e 9 1 , l i n e _
T h e l o n g - t e m p e x p a n s i o n p l a n b u i l d s o n s e r v i c e l e v e l s t h a t w i l l b e
( i m p l e m e n t e d b y 2 0 1 0 ( P r o j e c t # 2 ) . T h e " 2 0 1 0 ' p l a n i n c l u d e s f o u r a d d i t i o n a l
I E O C t r a i n s a n d f o u r a d d i t i o n a l 9 1 L i n e t r a i n s f o r a f a t a l o f 3 3 t r a i n s a d a y .
T h e l o n g - t e e n p l a n a d d s a n o t h e r f o r s I E O C t r a i n s a n d f i v e 9 1 L i n e t r a i n s f o r
a t o t a l o 1 4 2 d a i r y t r a i n s _ T h i s p l a n n e d e x p a n s i o n i s n e c e s s a r y t o
a c c o m m o d a t e p o p u l a t i o n a n d e m p l o y m e n t g r o w t h i n t h e r e g i o n a s w e l l a s
m a k e t h e c u r r e n t s e f v i c e m o r e c o n v e n i e n t _
C a p i t a l i m p r o v e m e n t s n e c e s s a r y f o r t h i s e x p a n s i o n i n d u d e a t h i r d t r a d e o n
s e c t i o n s o f t h e r a i l l i n e i n O r a n g e , R i v e r s i d e , a n d S a n B e r n a r d i n o c o u n t i e s , .
n e w c r o s a o e e i s a t c r i t i c a l l o c a t i o n s t o a b o w t r a i n s t o p a s s o n e a n o t h e r . n e w
s t o r a g e t r a c k s i n S a n B e r n a r d i n o ; p a r k i n g i m p r o v e m e n t s a t k e y s t a t i o n s ; a n d
p u r c h a s e o f e n g i n e s a n d c o a c h e s t o o p e r a t e t h e n e w s e r v i c e _
T h e C i t y o f A n a h e i m i s p r o p o s i n g t o c o n s t r u c t t h e A n a h e i m R e g i o n a l
T r a n s p o r t a t i o n i n t e r m o d a l C e n t e r ( A R T I C ) _ P h a s e I b e c o m p l e t e d b y
2 0 1 5 a n d w i l l r e l o c a t e t h e e x i s t i n g M e t r o l i n k s t a t i o n f r o m t h e A n g e l S t a d i u m
p a r k i n g l o t t o t h e n e w A R T I C s i t e e a s t o f S R - 5 7 , i n c l u d e s a n e w M e h u t i r k
a n d A m t r a k s e r v i c e f a c i l i t y a n d i n f r a s t r u c t u r e i m p r o v e m e n t s f o r C a l i f o r n i a
H i g h s p e e d R a n i ( C H S R ) a n d b u s s e r v i c e s . P h a s e I I b u i l d - o u t i s a n t i c i p a t e d
b y 2 0 2 0 a n d i n c l u d e s n e w s e r v i c e s b a s e d u p o n i n c r e a s e d d e m a n d a s w e l l a s
f I I M R a p i d T r a n s i t ( B R T ) a n d a l o c a l f i x e d - g u i d e w a y p r o j e c t _ T h e P h a s e I l l
u l t i m a t e b u i l d - o u t b y 2 0 3 0 i n c l u d e s a d d i t i o n a l t e r m i n a l f a c i l i t i e s w i t h n e w
r e g i o n a l s e r v i c e s t o i n c l u d e C H S R a n d t h e A n a h e i m t o O n t a r i o s e g m e n t o f
t h e C a l i f o r n i a - N e v a d a S u p e r S p e e d T r a i n ( C N S S T ) _
T h e C r t y o f P l a c e n t i a i s p r o p o s i n g t o c o n s t r u c t a n e w M e t r o l i n k c o m m u t e r r a i l
p a s s e n g e r s t a t i o n a n d p a r k i n g l o t i n t h e C i t y o f P l a c e n t i a _ T h i s p r o j e c t i s
s c h e d u l e d t o b e c o m p l e t e d i n r o d - 2 0 1 3 .
D A I L Y T R A I N S
Y e a r 2 0 1 0 : 3 3
Y e a r 2 0 3 0 : 4 2
D A I L Y T R A I N S
Y e a r 2 0 1 0 : 2 0
E Y e a r 2 0 3 0 2 8
: a 3 h t e d a s E r o s ) .
C H I N O H I L L S
�% N e w t r a c k a n d c r o s s o v e r s
' E x p a n d e d s t a t i o n p a r k i n g
' N e w t r a i n e n g i n e s a n d c o a c h e s
j 8 3 3 5 m a w
1
E r 6 1 1 5 5 r F l .
2 0 0 9 S R - 9 1 I M P L E M E N T A T I O N P L A N
2 1
3 2 8
SR-91 between SR-57 and SR-55
Project Na 12
Anticipated Completion: 2022
Project Cost Estes
Capdal Cost TBD
R/VU Cost TBD
Support Cost TBD
Management & Contingency TED
Total Project Cast' S417,000,000
Project Schedule:
Conceptual Engineering
Preliminary Engineering
Environmental
Design
Corstuc4on
2000-2009
2009-2010
2010-2015
2015-2018
2018-2022
'Project cost in 2005 dollars from the
Renewed Measure M program
Project Description
!Improve the SR-57/Sfi91 interchange complex, including nearby local
`interchanges, as well as adding freeway capacity between SR55 and
'SR57. A new connector from westbound (VVB) SR-91 to southbomd (SB)
i SR-55 will be oonsiructed. Improvements also extend to State College Blvd
to the west
s
`Specific imvrovements will be subject to approved plans developed in
cooperation with local jurisdictions and affected communities.
Key Considerations
The proposed project improvements on VVB and eastbound (EB) SR-91
€between SR-57 and SR-55 may require right-of-way acquisition
Coordination with the SR-91/SR-55 interchange improvement (Project #13)
:will be required_ Coordination with the SR-91 WB Lane at Tustin Avenue
improvements (Project #8) will be reined.
• Benefits
The Proposed project improvements on WB and EB SR-91 between SR-57
and SF455 includes, among other features, adding one EB general purpose
lane to achieve lane balancing. The project improvement will alleviate
congestion and reduce delay.
The SR-57/SR-91 and SR-55/SR-91 interchange improvements are
expected to provide congestion relief for SR-91 traffic.
Current Status
The project improvement for EB SR-91 widening and for improvements to
SR-57/SR-91 and SR55/SR-91 are currently tieing studied by the SR-91
Feasibility Study Report from SR-57 to SR-55, which is anticipated to be
completed by June 2009. The proposed improvements are induded in the
Renewed Measure M program.
2009 SR-91 IMPLEMENTATION PLAN
22
329
"
"
B y Y e a r P o s t - 2 0 2 5 / 2 0 3 0
P r o j e c t s f o r i m p l e m e n t a t i o n b y p o s t - 2 0 2 5 / 2 0 3 0 f o c u s o n l o n g e r - l e a d t i m e p r o j e c t s . T h i s m u l t i - b i l l i o n d o l l a r p r o g r a m i n c l u d e s :
S R - 5 5 / S R - 9 1 I n t e r c h a n g e I m p r o v e m e n t s , a n E l e v a t e d 4 - L a n e F a c i l i t y ( M I S C o r r i d o r A ) f r o m S R - 2 4 1 t o 1 - 1 5 , a 4 - L a n e F a c i l i t y
( M I S C o r r i d o r B ) f r o m S R - 2 4 1 / S R - 1 3 3 t o I - 1 5 / C a j a l c o R o a d , a n d t h e A n a h e i m t o O n t a r i o I n t e r n a t i o n a l A i r p o r t H i g h S p e e d R a i l .
T h e $ 2 0 0 m i l l i o n d o l l a r S R - 5 5 / S R - 9 1 i n t e r c h a n g e p r o j e c t a n d t h e o t h e r t h r e e , m u l t i - b i l l i o n d o l l a r p o t e n t i a l p r o j e c t s i n c l u d e
s i g n i f i c a n t e n v i r o n m e n t a l c o n s t r a i n t s a n d r i g h t o f w a y r e q u i r e m e n t s i n a d d i t i o n t o r e q u i r i n g a s i g n i f i c a n t a m o u n t o f p l a n n i n g ,
d e s i g n , a n d f u t u r e p o l i c y a n d p u b l i c i n p u t . T h e C o r r i d o r A p r o j e c t m a y i n c o r p o r a t e p r o j e c t s b e i n g d e v e l o p e d i n t h e e a r l i e r
p r o g r a m s a s p r o j e c t c o m p o n e n t s , s u c h t h a t a l l p r o j e c t s m a y n o t b e i m p l e m e n t e d w i t h i n t h i s p r o j e c t s u m m a r y i n a d d i t i o n t o
C o r r i d o r A .
P r o j e c t N o .
1 3
P r o j e c t S u m m a r y
S R - 5 5 / S R - 9 1 I n t e r c h a n g e I m p r o v e m e n t s
C o s t ( $ M )
2 0 0
1 4
E l e v a t e d 4 - L a n e F a c i l i t y ( M I S C o r r i d o r A ) f r o m S R - 2 4 1 t o 1 - 1 5
2 , 7 2 0
1 5
4 - L a n e F a c i l i t y ( M I S C o r r i d o r B ) f r o m S R - 2 4 1 1 S R - 1 3 3 t o I - 1 5 / C a j a l c o R o a d
5 , 9 6 0
1 6
A n a h e i m t o O n t a r i o I n t e r n a t i o n a l A i r p o r t H i g h S p e e d R a i l
T B D
S U B T O T A L
8 8 8 0 +
F i g u r e 2 - 5 S u m m a r y o f P r o j e c t s f o r I m p l e m e n t a t i o n b y P o s t - 2 0 2 5 / 2 0 3 0
2 0 0 9 S R - 9 1 I M P L E M E N T A T I O N P L A N
2 3
3 3 0
SR-55/SR-91 Interchange hnprve
Project No: 13
Anticipated Crompletion:
St-202512030
Project Cost Esto..ate
Capital $14E1,000,000
&wort Cost (259t) $ 37,000,000
ROW Contingency (10%) $15,000,000
Tate Po:fed Cost $ 200,000,000
Project Schedule
Ca meptual Engineering 2010-2011
Prefirnmary Engineering TBD
Environmental TBD
Design TBD
Construction TBD
Note: Project costs derived from the
Riverside Comity - Orarrge County
MIS, January 2006 and are in 2005
dollars
a
e
r
='I Pc'ENT
?,era ;E
reap co v ghte;i k*; 'FoFn i ro an
Project Description
improvements consist of adding SR-91 capacity by reconshuding
the interchange, re -strip -mg exisiirvA lanes, and modifying the
oorinectors to and fr= SR-55 and SR-91_ The impmvements
extend to takevrew Avenue to the east and would include a new
connector from w estbormd (WJB) SR-91 to southbourrd (SB) SR-55.
Key Considerations
Might -of -way impacts, detailed SR-55/SR 91 interchange
improvements, and ckivwrstream impacts to SR-55 rewire further
evaluation in a sMisequent phase of project development
Conceptual design of SR-55/SR-91 could be !coordinated with
SR-91 widening from SR-55 to SR-241 (Project 05), with
improvements at SR-91 and Tustin Avenue (Prefect 08), and with
the SR-91 Feastility Study knpnrvements from SR-57 to SR-55
(Project 014 The study for Project 012 is anrently being
conducted, however, it will not analyze sigruficant Improvements at
SR-55/SR-91. Operational enhancements between SR-55 arid
Lakeview Avenue may provide some benefit for SR 55/SR 91 by
addressing WB SR-91 weaving issues and by the proposed
two4ane, right-hand direct connector exit from WB SR-91 to SB
SR-55.
Benefits
Interchange improvements are expected to provide congestion relief
for SR-91 traffic and improve the connections to and from SR-91
and SR-55.
Current Status
SR-55/SR-91 project information was derived from the Final
Alternatives Evaluation and Refinement Report, December 2005, by
the Riverside County - Orange County Major Investment Study
(MIS)_ Conceptual engineering is scheduled for 2010/2011 _
SR-55/SR-91
Interchange
Improverrits
r,1-IINO HILLS
2009 SR-91 IMPLEMENTATION PLAN
24
•
•
331
Elevated 4-Lane Facility (MIS Corridor A) from SR-241 to 1-15
Project No: 14
Anticipated Completion: TBD
Project Cost Esliniate"
Capital Cast` $1,488,000,000
Support Cost (25%) $ 372,000,000
RAW Cost $ 860,000,000
Total Project Cost S Z720.000.000
Project Schedule
Conceptual Engkieering
Preliminary Engineering
Environmental
Design
Constniction
TBD
TBD
TBD
TBD
TBD
'Capital costs include $160M Tor
environmental mitigation exclu ang
corresponding support cost, which is
included in support cost estimate
"Costs derived from Riverside County -
Orange County MIS, January 2006 and
are in 2005 dollars
Project Description
The improvements primarily consist oil constructing a new 4-lane
r elevated expressway near or within the Santa Ana Canynn with
y freeway -to -freeway connectors at SR-241 and 1-15. The faclty may
j include managed Lanes and potential reverstile operations:
4
i Key ConMcMrations
Choice of Mignment wM be key to determirang net capacity increase.
Implementation of Corridor A may supercede the need for the rarest
connector improvement Project #10 (at SR-241/SR-91), depending on
f the potential e:dension of the 91 Express Lanes_ Extensive right-of-way
(R/W) will tie rewired to implement the improvements if the :,t rnment
is not on the SR-91 cr»rickw. If Project #7 is constricted and a 4-lane
t elevated facility is proposed within the median of SR-91 through.
Corona, extensive managed lane dosures would be reqcm-ed during.
construction (thus temporarily reducing SR-91 capacity cawing
constluction),
Potential consideratictrs for co -locating the Magnetic Levitation
(Marv) train (see Project #16) acliacent to Corridor A (and also SR-91)
include providing a two -column structrre with a utter between the
trans and vehides. Concepts for Corridor A and Maglev within the
e SR-91 median could jeopardize future opportunities for managed Mies
within the SR-91 mecaan, such as the extension of 91 Express Lanes.
An alternative could be studied for the CrxridurA viaduct gong
with reduced SR-91 geometric standards to minimize RAW impacts.
Also, direct connectors (such as for High Occupancy Vehicle (HOV)1
High Occupancy Toll (HOT) at 1-15/SR-91) to/from the mneckan could be.
precluded by Magley columns located within the same mectlan area_
Cancans and Maglev highway RP/A, rriaintenance, safety, and
operations considerations would need to be analyzed if shared use wfiti
a Marley facility were pursued. Additional mitigation costs may be
op,` required for improvements to SR-241 and SR-133. Corridor A as
managed lanes, with potential extension of 91 Express Lanes to 1-15
(Project #7), may affect traffic distribution due to "parallel tolled
facilities.
2 WB Lanes
Abbreviations:
Shoulder = Shld
Westbound = WB
Eastbound = ES
2 ES Lanes Benefits
Elevated 4-Lane Facility (MIS CorndorA) Cross -Section
The project would provide significant congestion relief
by allowing vehicles to bypass the at -grade treeway
lanes and local arterial interchanges between SR-241
and I-15. Connections are provided directly between
SR-91, SR-241, and 1-15.
Current Status
This project is identified in the Riverside County -
Orange County Major Investment Stmly (MIS) as part
of the Locally Preferred Strategy to improve mobility
between Riverside County and Orange County_
Additional Conceptual engineering is being
considered
2009 SR-91 IMPLEMENTATION PLAN 25
332
4-Lane facility (MIS Corridor B) from SR-241/SR-133
to 1-15/Cajalco Road
Project No: 15
Anticipated Completion: TBD
Project Cost EssWrote"
Capital Cost' $ 4,544,000,000
Support Cost (25%) $1,136,000,000
R1W Cost $ 280,000,000
Total Project Cost $ 5,960,000,000
Project Schedule
Cedec:finical Feasibility
Preliminary Engineering
Environmental
Design
Construction
2006-2009
TBD
TBD
TBD
TBD
'Capital costs include $280M for
environmental mitigation_ Costs
exclude approximately $470M for
SR-133 improvements.
„Costs derived from Riverside County -
Orange County MIS, January 2006 and
are in 2005 dollars
LEGEND
s Existing Highway
Corridor B (ICE) Representative
Alignment
NOTE: REPRESENTATIVE
ALIGNMENT SHOWN FOR
ILLUSTRATIVE PURPOSES
ONLY
Project Description
The improvements primmily consist of conshuding a nevi 4-tame
highv ay facility through the Cleveland National Forest with
freeway -to -freeway connectors at SR-241tSR-1 aril 1-151aIcn
Road. The facitily may include managed lanes. The 4-lane facility
woukl esseraially be a continuation of SR 133 on the west erg a the
corridor,. to 1-15 on the east end.
} Key Considerations
Choice of facility type (nearly full-length tumid, or other facility type
► with less tunneling) will be inwortani to refine the cost of
implementation_ Determining groundwater levels will be key in
's deterrnMing alignmentsand allowable depths for the tunrwl sections_
Costs associated with Aitajor Investment Study (MIS) Corridor B are
' shown for the nearly full-length tunnel option_ Extensive rigid -Of -way
may be required to irwlernent the inwrovements. Toll regnents
will need further study_
krr
enefits
The project would provide significant congestion relief by providing an
alternative route between Orange and Riverside comities and would
allow vehicles to bypass SR-91 between SR 241 and 1-15. The project
would not disrupt SR-91 traffic during carAuction and vrouki aim for
additional route selection for incident management, emergency
evacuation, and for conlinrtify of the highway network by linking
SR-133 to I-15.
Current Status
The Irvine Caana Expressway (ICE) project is identified in the MIS as
part of the Locally Prefenud Strategy to improve rrrolty between
Riverside County and Orange County. Geotechnical field
investigations were completed in November 2o08, and five sites along
the representative alignment will be studied for over a year.
2009 SR-91 IMPLEMENTATION PLAN 26
333
Anaheim to Ontario International Airport High Speed Rail
Project No:
16
Anticipated Completion: Post-2I 30
Project Cost Estimate
To Be DeternMed
Project Schedule
To Be Deterr Mid
LEGEND
Imo EzisMig Highway .
_... Fit01 Speed Rat Representabre
Alignment
Project Description
Proposals for a new high speed rail corridor from Anaheim to Ontario are
included in this project This project includes an alternative that would
use SR-91 tight -of -way, or would be aligned adjacent to SR-91
right-of-way, or could potentially be co -located with the Major Investment
Study (MIS) Corridor A (Project #14) alignment. Another alignrent
opportunity is berg investigated along SR-57.
[Key Considerations
Alternative alignment impacts to SR-91 right-of-way envelope. and/or
Santa Ana River are undetermiried. The choice of alignment will
potentially impact MIS Coriidor A (Project #14)_ Right-of-way" (RAN) will
be required to implement the improvements _ Potential considerations for
co -locating the Magnetic Levitation (Maglev) tin adjarPnt to Corridor A
(and also SR-91) include provicing a two -column sure with a barrier
between the trains and vehicles_ Catlrans and Maglev highway R/W,
maintenance, safety, and operations considerations would need to be
analyzed if shared use with a Maglev faci5ty were pursued. See the MIS
Corridor A (Project #14) for additional considetativa. Coordoiation with
Project #11 will be required.
13enetFts
The project would provide congestion relief by providing a direct
high-speed/high-capacity connection with Ontario International Airport
for Orange County air passengers and business next -clay deliveries.
Relieves congestion on SR-91 by providing additional capacity in the
corridor.
Current Status
Conceptual engineering studies are currently urittecway Congress has
approved $47M for the environmental phase of the project
REPRESENTATIVE ALIGNMENT SHOVVN FOR ILLUSTRATIVE PURPOSES ONLY
2009 SR-91 IMPLEMENTATION PLAN
27
334
SECTION 3: REFERENCES •
The following documents and resources were used in the development of the 2009 Plan. Data was provided by OCTA, RCTC,
Caltrans Districts 8 and 12, Transportation Condor Agencies (TCA), and other agencies.
Draft Project Study Report/Project Report "Adjacent to Route 91 Between Weir Canyon Road and the Coal Canyon Wildlife
Corridor Crossing", SARI line RIW relinquishment, April 2009
91 Express Lanes Extension and State Route 241 Connector Feasibility Study, March 2009
Project Study Report/Project Report "On Gypsum Canyon Road Between the Gypsum Canyon Road/SR-91 Westbound Off -
Ramp (PM 16.4) and the Gypsum Canyon Road/SR-91 Eastbound Direct On -Ramp (PM 16.4r, June 2008
California Transportation Commission, Corridor Mobility Improvement Account (CMIA), February 2007
Final Plans, Specifications and Estimates for Green River Road Overcrossing, 2006
Project Study Report "On Route 91 from Green River Road to Serfas Club Drive in the City of Corona in Riverside County",
December 2006
Orange County Transportation Authority Renewed Measure M Transportation Investment Plan, November 2006
Project Study Report "On Route 91 from State Route 241 in Orange County to Pierce Street in the City of Riverside in
Riverside County", October 2006
Riverside County -Orange County Major Investment Study (MIS) — Final Project Report: Locally Preferred Strategy Report,
January 2006
Preliminary design plans for Eastbound Lane Addition from SR-241 to SR-71, 2006
SR-91 Choke Point Elimination - City of Corona, Prepared by Parsons, November 19, 2005
Project Study Report "Westbound State Route 91 Auxiliary Lane from the NB SR-55/WB SR-91 Connector to the Tustin
Avenue Interchange", July 2004
Project Study Report "On State Route 91 Between the SR-91/SR-55 Interchange and the SR-91/SR-241 Interchange in
Orange County", April 2004
California — Nevada Interstate Maglev Project Report, Anaheim -Ontario Segment; California -Nevada Super Speed Train
Commission, American Magline Group, August 2003
SR-91 Congestion Relief Alternatives Analysis, Caltrans, January 2003
Route Concept Reports for SR-91, Caltrans Districts 8 and 12
Various Preliminary Drawings and Cross Sections, Caltrans Districts 8 and 12
2009 SR-91 Implementation Plan 28
•
335
"
"
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 / S S / O N
D A T E :
J u n e 1 0 , 2 0 0 9
T O :
R i v e r s i d e C o u n t y T r a n s p o r t a t i o n C o m m i s s i o n
F R O M :
S 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 :
E x t e n s i o n o f 1 9 8 9 M e a s u r e A H i g h w a y F u n d i n g f o r
C o a c h e l l a V a l l e y P r o j e c t s
T h r e e
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 t h e f o l l o w i n g t h r e e a m e n d m e n t s t o t h e p r e v i o u s l y a p p r o v e d
1 9 8 9 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 p r o j e c t a g r e e m e n t s f o r a n
e x t e n s i o n o f t h e t e r m i n a t i o n d a t e b e y o n d J u n e 3 0 , 2 0 0 9 a s f o l l o w s :
a ) A g r e e m e n t N o . M 2 3 - 0 0 6 - 0 2 ( W e s t C a t h e d r a l C a n y o n c h a n n e l t o
E a s t P a l m C a n y o n D r i v e b r i d g e w i d e n i n g p r o j e c t i n c i t y o f
C a t h e d r a l C i t y ) e x t e n d e d t o D e c e m b e r 3 1 , 2 0 1 0 ;
b ) A g r e e m e n t N o . 0 6 - 3 1 - 0 1 7 - 0 2 ( J e f f e r s o n S t r e e t t o M a d i s o n S t r e e t i n
c i t y o f I n d i o ) e x t e n d e d t o D e c e m b e r 3 1 , 2 0 0 9 ;
c ) A g r e e m e n t N o . 0 7 - 3 1 - 0 9 7 - 0 2 ( W e s t c i t y l i m i t s t o W a s h i n g t o n S t r e e t
i n c i t y o f L a Q u i n t a ) e x t e n d e d t o D e c e m b e r 3 1 , 2 0 0 9 ;
2 ) A p p r o v e r e d u c t i o n s t o t h e M e a s u r e A f u n d i n g a m o u n t s i n t h e a b o v e
a m e n d m e n t s a s f o l l o w s :
a ) A g r e e m e n t N o . M 2 3 - 0 0 6 - 0 2 b y $ 3 5 7 , 6 0 0 f o r a r e v i s e d f u n d i n g
a m o u n t o f $ 3 , 9 4 2 , 4 0 0 ;
b ) A g r e e m e n t N o . 0 7 - 3 1 - 0 9 7 - 0 2 b y $ 1 7 8 , 6 0 0 f o r a r e v i s e d f u n d i n g
a m o u n t o f $ 1 , 9 7 6 , 4 0 0 ; a n d
3 ) 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 , p u r s u a n t t o l e g a l c o u n s e l r e v i e w , t o
e x e c u t e t h e a g r e e m e n t s o n b e h a l f o f t h e C o m m i s s i o n .
B A C K G R O U N D I N F O R M A T I O N :
T h e 1 9 8 9 M e a s u r e A p r o g r a m i n c l u d e s a s t a t e h i g h w a y e l e m e n t t h a t p r o v i d e s 1 5 %
o f t h e C o a c h e l l a V a l l e y a r e a ' s M e a s u r e A f u n d s t o p r o j e c t i m p r o v e m e n t s o n
S t a t e R o u t e 8 6 a n d H i g h w a y 1 1 1 . I n J u l y 2 0 0 3 , t h e C o m m i s s i o n a p p r o v e d
$ 1 2 m i l l i o n i n M e a s u r e A f u n d i n g f o r n i n e p r o j e c t s t h r o u g h J u n e 3 0 , 2 0 0 9 ;
h o w e v e r , 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 ) h a d a l l o c a t e d
A g e n d a I t e m S F
3 3 6
$13.828 million for the projects and indicated that the shortfall of $1.828 million
would be covered by CVAG Transportation Uniform Mitigation Fee (TUMF) or other
Measure A funds, if necessary.
In 2007, CVAG requested and obtained updated cost and completion schedules for
the approved projects that had not yet been completed. Based on the revised
information, CVAG requested additional funding for the remaining projects of
$12,376,810 for a total Measure A funding of the nine projects of $24,376,810.
Revenue forecasts in 2007 indicated that sufficient funds would be available for
this request, which included covering the shortfall that existed in 2003, plus
$9.1 million in unallocated funds. In December 2007, the Commission approved
the additional funding of $12,376,810 and required the jurisdictions to submit
requests for a time extension after June 30, 2009 for separate Commission
approval.
Since that Commission action, several events have taken place resulting in a
housing/subprime mortgage crisis, financial market/credit crisis, and slowdown in
the economy. As a result, the Commission has decreased its revenue projections
for FY 2008/09 and FY 2009/10 that have impacted available 1989 Measure A
Coachella Valley highway funds.
Three local agencies are requesting extensions for 1989 Measure A highway
funding in the Coachella Valley as these projects along Highway 111 have not
completed construction. The projects are as follows:
• City of Cathedral City bridge widening project from West Cathedral Canyon
channel to East Palm Canyon Drive was funded in the amount of
$4.3 million. The project is scheduled for award on May 27, 2009, and the
construction period is approximately 18 months. The estimated unexpended
balance at June 30, 2009 is $4,001,500.
• City of Indio improvements from Jefferson Street to Madison Street was
funded in the amount of $7.2 million. This project is under construction and
currently is two-thirds complete. The estimated unexpended balance at
June 30, 2009 is approximately $1.264 million.
• City of La Quinta improvements from Washington Street to west city limits
was funded in the amount of $2.155 million. The city of La Quinta plans to
award the project on June 5, 2009, and the construction period is
approximately 90 days. The estimated unexpended balance at June 30,
2009 is approximately $1,989,600.
Agenda Item 8F
•
•
337
"
"
W h i l e s t a f f r e c o m m e n d s a p p r o v a l o f e x t e n d i n g t h e t e r m i n a t i o n d a t e t o a l l o w
e x p e n d i t u r e r e i m b u r s e m e n t f o r t h e s e p r o j e c t s t o o c c u r b e y o n d J u n e 3 0 , 2 0 0 9 ,
s t a f f p r o j e c t s t h a t t h e r e w i l l b e a s h o r t f a l l o f a v a i l a b l e M e a s u r e A f u n d s f o r t h e s e
t h r e e p r o j e c t s i n F Y 2 0 0 9 / 1 0 o f $ 5 3 6 , 2 0 0 . A c c o r d i n g l y , s t a f f a l s o r e c o m m e n d s
t h a t t h e M e a s u r e A f u n d i n g f o r t h e s e p r o j e c t s b e r e d u c e d . C o n s i d e r i n g t h a t
s u b s t a n t i a l c o n s t r u c t i o n o f t h e c i t y o f I n d i o ' s p r o j e c t h a s b e e n c o m p l e t e d , s t a f f
d o e s n o t r e c o m m e n d r e d u c i n g t h e f u n d i n g f o r t h i s p r o j e c t . S i n c e t h e o t h e r t w o
p r o j e c t s a r e n o t c u r r e n t l y u n d e r c o n s t r u c t i o n , s t a f f r e c o m m e n d s t h a t t h e c i t y o f
C a t h e d r a l C i t y a n d c i t y o f L a Q u i n t a p r o j e c t s b e r e d u c e d b y $ 3 5 7 , 6 0 0 a n d
$ 1 7 8 , 6 0 0 , r e s p e c t i v e l y , b a s e d o n t h e p r o p o r t i o n a t e s h a r e o f t h e e x i s t i n g
a g r e e m e n t f u n d i n g a m o u n t s .
S t a f f h a s d i s c u s s e d t h e a n t i c i p a t e d s h o r t f a l l i n p r o j e c t f u n d i n g w i t h C V A G s t a f f .
I t a p p e a r s t h a t C V A G s t a f f i s w i l l i n g t o r e q u e s t f o r m a l a c t i o n b y C V A G t o f u n d t h e
s h o r t f a l l w i t h C o a c h e l l a V a l l e y T U M F o r o t h e r a v a i l a b l e f u n d s .
F i n a n c i a l I n f o r m a t i o n
I n F i s c a l Y e a r B u d g e t :
Y e s
Y e a r :
F Y 2 0 0 9 / 1 0
A m o u n t :
$ 6 , 7 1 9 , 3 0 0
S o u r c e o f F u n d s :
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
B u d g e t A d u s t m e n t :
N o
2 5 3 3 1 8 1 3 0 1 P 3 4 1 3 $ 3 , 6 4 3 , 9 0 0 I M 2 3 - 0 0 6 - 0 2 )
G L A N o . :
2 5 3 3 1 8 1 3 0 1 P 3 4 1 6 $ 1 , 2 6 4 , 4 0 0 ( 0 6 - 3 1 - 0 1 7 - 0 2 )
2 5 3 3 1 8 1 3 0 1 P 3 4 1 5 $ 1 , 8 1 1 , 0 0 0 ( 0 7 - 3 1 - 0 9 7 - 0 2 )
F i s c a l P r o c e d u r e s A p p r o v e d :
\ 4 4 , 1 E 4 1 1 , , A
D a t e :
5 / 2 7 / 2 0 0 9
A g e n d a I t e m 8 F
3 3 8
RIVERSIDE COUNTY TRANSPORTATION COMMISSION
DATE:
June 10, 2009
TO:
Riverside County Transportation Commission
FROM:
Shirley Medina, Programming and Planning Manager
THROUGH:
Anne Mayer, Executive Director
SUBJECT:
1989 Measure A Highway Local Circulation
State Route 60/Valley Way Interchange
Funds
for
STAFF RECOMMENDATION:
This item is for the Commission to:
1) Approve Agreement No. 09-31-078-00 with the county of Riverside
authorizing 1989 Measure A Local Circulation funds for the
State Route 60/Valley Way Interchange in the amount of up to $5.5 million;
2) Extend the expenditure reimbursement of 1989 Measure A funds expiring on
June 30, 2009 to June 30, 201 1; and
3) Authorize the Chair, pursuant to legal counsel review, to execute the
agreement on behalf of the Commission.
BACKGROUND INFORMATION:
At its March 11, 2009 meeting, the Commission allocated federal
American Recovery and Reinvestment Act (ARRA) funding in the amount of
$4.482 million to the SR-60/Valley Way interchange. In order to fully fund the
project, an additional $5.5 million is needed. The SR-60/Valley Way interchange is
included in the 1989 Measure A Local Circulation Interchange program for
$7 million. An allocation of $5.5 million for this project is well within the amount
of funds programmed for this project.
The SR-60/Valley Way interchange is scheduled to advertise in summer 2009 and
complete construction in late 2010 or early 2011. The total project cost is
approximately $13 million and funding is proposed as follows:
Funding Source
Millions
Federal Congestion Mitigation and Air Quality (CMAQ) Funds
$4.452
Federal American Recovery and Reinvestment Act (ARRA) Funds
$4.482
Measure A - Western County Local Streets and Roads
$1.100
1989 Measure A - Highway Local Circulation Interchange Funds
$5.500
Total Project Cost
$15.534
Agenda Item 8G
339
Staff recommends that the Commission approve the County's request to allocate
$5.5 million of the $7 million 1989 Measure A Local Circulation interchange funds
identified for the SR-60 Valley Way interchange, and extend the reimbursement of
funds expiring on June 30, 2009 to June 30, 2011.
Financial Information
In Fiscal Year Budget:
Yes
N/A
Year:
FY 2009/10
FY 2010/11
Amount:
$3,000,000
$2,500,000
Source of Funds:
1989 Measure A Western County
Highways Funds
Budget Ad ustment:
No
N/A
GLA No.:
222 31 81301 P3032
Fiscal Procedures Approved:
\ Lvir
Date:
05/27/2009
Agenda Item SG
•
340
"
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 :
J u n e 1 0 , 2 0 0 9
T O :
R i v e r s i d e C o u n t y T r a n s p o r t a t i o n C o m m i s s i o n
F R O M :
S 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 :
1 9 8 9 M e a s u r e A H i g h w a y L o c a l C i r c u l a t i o n F u n d s
S t a t e R o u t e 9 1 / V a n B u r e n B o u l e v a r d I n t e r c h a n g e
f o r
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 A g r e e m e n t N o . 0 9 - 3 1 - 0 7 7 - 0 0 w i t h t h e c i t y o f R i v e r s i d e a u t h o r i z i n g
1 9 8 9 M e a s u r e A L o c a l C i r c u l a t i o n f u n d s f o r t h e S t a t e R o u t e 9 1 / V a n B u r e n
B o u l e v a r d i n t e r c h a n g e p r o j e c t i n t h e a m o u n t o f $ 7 . 6 1 6 m i l l i o n ;
2 ) A u t h o r i z e s t a f f t o u t i l i z e f e d e r a l , s t a t e , a n d / o r l o c a l f u n d s b a s e d o n p r o j e c t
d e l i v e r y a n d a v a i l a b i l i t y o f t h e s e f u n d s ;
3 ) E x t e n d t h e e x p e n d i t u r e r e i m b u r s e m e n t o f 1 9 8 9 M e a s u r e A f u n d s e x p i r i n g o n
J u n e 3 0 , 2 0 0 9 t o J u n e 3 0 , 2 0 1 1 ; a n d
4 ) A u t h o r i z e t h e C h a i r , p u r s u a n t t o l e g a l c o u n s e l r e v i e w , t o e x e c u t e t h e
a g r e e m e n t o n b e h a l f o f t h e C o m m i s s i o n .
B A C K G R O U N D I N F O R M A T I O N :
T h e 1 9 8 9 M e a s u r e A p r o g r a m i n c l u d e d l o c a l c i r c u l a t i o n i n t e r c h a n g e f u n d s f o r t h e
S R - 9 1 / V a n B u r e n B o u l e v a r d i n t e r c h a n g e p r o j e c t . I n A p r i l 2 0 0 7 , t h e C o m m i s s i o n
a p p r o v e d l o c a l c i r c u l a t i o n i n t e r c h a n g e f u n d s f o r t h e i n t e r c h a n g e p r o j e c t i n t h e
a m o u n t o f $ 7 . 6 1 6 m i l l i o n .
T h e S R - 9 1 / V a n B u r e n B o u l e v a r d i n t e r c h a n g e p r o j e c t i s s c h e d u l e d t o a d v e r t i s e i n
s u m m e r 2 0 0 9 a n d c o m p l e t e c o n s t r u c t i o n i n l a t e 2 0 1 0 - e a r l y 2 0 1 1 . T h e t o t a l c o s t
o f c o n s t r u c t i o n i s a p p r o x i m a t e l y $ 3 4 m i l l i o n a n d f u n d i n g i s p r o p o s e d a s f o l l o w s :
F u n d i n g S o u r c e
M i l l i o n s
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 ) /
A m e r i c a n R e c o v e r y a n d R e i n v e s t m e n t A c t ( A R R A )
$ 1 6 . 1 0 1
C o n g e s t i o n M i t i g a t i o n a n d A i r Q u a l i t y / S u r f a c e T r a n s p o r t a t i o n P r o g r a m
$ 2 . 1 8 1
1 9 8 9 M e a s . A - H w y L o c a l C i r c u l a t i o n I C F u n d s ( a p p r o v e d A p r i l 2 0 0 7 )
$ 7 . 6 1 6
1 9 8 9 M e a s . A - H w y L o c a l C i r c u l a t i o n I C F u n d s ( s a v i n g s f r o m L a S i e r r a )
$ 6 . 5 0 0
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 ) R e g i o n a l A r t e r i a l F u n d s
$ 2 . 0 0 0
T o t a l C o n s t r u c t i o n F u n d i n g
$ 3 4 . 3 9 8
A g e n d a I t e m 8 H
3 4 1
At its March 11, 2009 meeting, the Commission approved replacing
$16.101 million of STIP funds with American Recovery and Reinvestment Act
(ARRA) funds. Earlier this year, the California Transportation Commission (CTC)
deferred all STIP allocation requests due to the State budget impasse. However,
the CTC is now approving STIP allocations. Commission staff requests the
flexibility to program STIP or ARRA funds for the SR-91 /Van Buren Boulevard
interchange based on project delivery timing and availability of funds. If the STIP
funds are allocated instead of ARRA funds for this project, staff will report to the
Commission and identify construction projects that would be ready to obligate the
ARRA funds for Commission action.
Staff recommends extending the reimbursement of 1989 Measure A funds expiring
on June 30, 2009 to June 30, 2011, and, as stated above, requests authorization
from the Commission to reprogram state, federal, and local funds based on project
delivery and funding availability.
Financial Information
In Fiscal Year Budget:
Yes
Year:
FY 2009/10
Amount:
$7,600,000
Source of Funds:
1989 Measure A Western County
Highways Funds
Budget Ad ustment:
N/A
GLA No.:
222 31 81301 P3008
Fiscal Procedures Approved:
\1
Date:
05/27/2009
Agenda Item 8H
•
342
"
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 :
J u n e 1 0 , 2 0 0 9
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 :
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
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 :
F i s c a l Y e a r 2 0 0 8 / 0 9 M e a s u r e A F i v e - Y e a r C a p i t a l I m p r o v e m e n t
P l a n A m e n d m e n t f o r L o c a l S t r e e t s a n d R o a d s f o r , t h e C i t y o f
T e m e c u l a
i
S T A F F R E C O M M E N D A T I O N :
T h i s i t e m i s f o r t h e C o m m i s s i o n t o a p p r o v e a n a m e n d m e n t t o t h e F Y 2 0 0 8 / 0 9
M e a s u r e A F i v e - Y e a r C a p i t a l I m p r o v e m e n t P l a n ( C I P ) f o r L o c a l S t r e e t s a n d R o a d s
f o r t h e c i t y o f T e m e c u l a ( T e m e c u l a ) a s s u b m i t t e d .
B A C K G R O U N D I N F O R M A T I O N :
M e a s u r e A r e q u i r e s e a c h r e c i p i e n t o f l o c a l s t r e e t s a n d r o a d s m o n i e s t o a n n u a l l y
p r o v i d e t o t h e C o m m i s s i o n a f i v e - y e a r C I P d e t a i l i n g h o w t h o s e f u n d s a r e t o b e
e x p e n d e d . A n y r e v i s i o n s t o t h e a d o p t e d p l a n m u s t b e r e t u r n e d t o t h e C o m m i s s i o n
f o r a p p r o v a l . T h e C I P f o r T e m e c u l a w a s a p p r o v e d b y t h e C o m m i s s 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 . B e c a u s e o f t h e c u r r e n t e c o n o m i c d o w n t u r n a n d r e v e n u e
s h o r t f a l l s , T e m e c u l a i s r e q u e s t i n g a n a m e n d m e n t t o t h e F Y 2 0 0 8 / 0 9 M e a s u r e A
C I P t o r e d u c e M e a s u r e A f u n d s f o r t h e p a v e m e n t r e h a b i l i t a t i o n p r o g r a m f r o m
$ 3 m i l l i o n t o $ 2 . 3 2 5 m i l l i o n a n d t o t r a n s f e r t h e r e m a i n i n g $ 6 7 5 , 0 0 0 t o a
F Y 2 0 0 8 / 0 9 c i t y w i d e s t r e e t m a i n t e n a n c e p r o g r a m . T h i s a m e n d m e n t w i l l a l l o w
T e m e c u l a t o p e r f o r m p r e v e n t a t i v e m a i n t e n a n c e o n c e r t a i n r o a d w a y s r a t h e r t h a n t h e
c o m p l e t e r e h a b i l i t a t i o n t h a t w a s p l a n n e d w h i l e s t a y i n g w i t h i n t h e c o n s t r a i n t s o f t h e
a v a i l a b l e r e v e n u e .
A t t a c h m e n t : L e t t e r F r o m t h e C i t y o f T e m e c u l a w i t h R e v i s e d C I P S c h e d u l e
A g e n d a I t e m 8 1
3 4 3
"
8 6 8 1 2 T T , S M '
j P u b l i c W o r k s D e p a r t m e n t
4 3 2 0 0 B u s i n e s s P a r k D r i v e " T e m e c u N . C A 9 2 5 9 0 - M a i l i n g A d d r e s s : P . O . B o x 9 0 3 3 - T e m e c u l a , C A 9 2 5 8 9 - 9 0 3 3
i 9 5 1 1 6 9 4 - 6 4 1 1 " F a x 1 9 5 1 j 6 9 4 - 6 4 7 5
C i t y o f T e m e c u l a
r , i t 7
;
A p r i l 1 , 2 0 0 9
M s . T h e r e s i a T r e v i n o , C h i e f F i n a n c i a l O f f i c e r
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 , 3 1 4 F l o o r
R i v e r s i d e , C a l i f o m i a 9 2 5 0 2 - 2 2 0 8
R e : F Y 2 0 0 9 - 2 0 1 3 , F i v e - Y e a r M e a s u r e " A " L o c a l S t r e e t s a n d R o a d s P r o g r a m
C i t y o f T e m e c u l a R e q u e s t f o r C I P P l a n R e v i s i o n f o r F Y 2 0 0 8 - 0 9
D e a r M s . T r e v i n o ;
T h e C i t y o f T e m e c u l a i s r e q u e s t i n g a r e v i s i o n t o t h e F Y 2 0 0 8 / 0 9 P r o j e c t F u n d i n g S c h e d u l e l i s t e d i n
o u r c u r r e n t F Y 2 0 0 9 - 1 3 M e a s u r e " A " L o c a l S t r e e t s & R o a d s C a p i t a l I m p r o v e m e n t P l a n , a c o p y o f
w h i c h i s p r o v i d e d f o r y o u r u s e . T h e p u r p o s e o f t h i s r e v i s i o n i s t o t r a n s f e r $ 6 7 5 , 0 0 0 f r o m t h e
e x i s t i n g P a v e m e n t R e h a b i l i t a t i o n P r o g r a m t o o u r C i t y w i d e S t r e e t M a i n t e n a n c e P r o g r a m f o r F Y 2 0 0 8 -
0 9 . D u e t o t h e e c o n o m i c d o w n t u r n a n d s h o r t f a l l i n r e v e n u e s o u r c e s , t h e t r a n s f e r o f t h e s e f u n d s i s
n e c e s s a r y t o u p h o l d t h e C i t y ' s c o m m i t m e n t t o i t s o n g o i n g s t r e e t m a i n t e n a n c e a n d r i g h t - o f - w a y
r e s p o n s i b i l i t i e s .
A s s h o w n o n t h e a t t a c h e d T a b l e , t h e t r a n s f e r o f t h e s e f u n d s f r o m t h e P a v e m e n t R e h a b i l i t a t i o n
P r o j e c t w i l l s u p p o r t s p e c i f i c e l e m e n t s o f o u r o n g o i n g C i t y w i d e S t r e e t M a i n t e n a n c e P r o g r a m , w h i c h i s
a d d e d a s I t e m N o . 6 i n t h e r e v i s e d F Y 2 0 0 8 - 0 9 P r o j e c t F u n d i n g S c h e d u l e . T h e l i s t e d m a i n t e n a n c e
a n d r e p a i r f u n c t i o n s a r e c u r r e n t l y u n d e r c o n t r a c t a n d a r e c o n d u c t e d w i t h i n t h e C i t y ' s r i g h t - o f - w a y
a r e a s . A l l o t h e r F Y 2 0 0 8 - 0 9 P r o j e c t F u n d i n g I t e m s a n d S c h e d u l e s r e m a i n t h e s a m e .
P l e a s e r e v i e w t h e i n f o r m a t i o n a n d l e t m e k n o w i f y o u h a v e a n y f u r t h e r q u e s t i o n s . I c a n b e r e a c h e d
a t ( 9 5 1 ) 6 9 4 - 6 4 1 1 .
S i n c e r e
G r e g : t l e r
D i r e o r o f P u b l i c W o r k s
A . c h m e n t s
c c :
r a n t e d o n R e c y c l e d P i e ,
G e n i e R o b e r t s D i r e c t o r o f F i n a n c e
R u d y G r a c i a n o R e v e n u e M a n a g e r
X . 2 9 . 2 1
3 4 4
Agency:
Prepared By:
Phone No.:
Date:
•
RIVERSIDE COUNTY TRANSPORTATION COMMISSION
MEASURE"A" LOCAL FUNDS PROGRAM
City of Temecula
Greg Butler, Director of Public Works
(by Beryl Yasinosky, Management Analyst)
(951) 694-6411
April 2, 2009
FY 2009-2013 Measure "A" Local Streets and Roads Capital Improvement Plan
FY 2008-09 Project Funding Schedule (REVISED)
*Transfer $675,000 from Project Item No. 5 (Pavement Rehab) to new Project Item No, 6 (Citywide Street Maintenance Program)
ITEM
NO
PROJECT NAME/LIMITS
PROJECT TYPE
TOTAL COSTS
($000's)
(Current)
MEASURE "A"
FUNDS ($000's)
(Revised)
MEASURE "A"
FUNDS ($000's)
5
Pavement Rehabilitation Program -
Citywide
Street Reconstruction &
Rehabilitation
3,000
3,000
2,325
6
Citywide Street Maintenance Program
Right-of-way maintenance and
repair to include:
striping/stenciling; PCC & AC
repairs; streetlr.o.w. drainage
facilities
1,489
0
675
"
"
"
R I V E R S / D E C O U N T Y T R A N S P O R T A T I O N C O M M / S S / O N
D A T E :
J u n e 1 0 , 2 0 0 9
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 :
M a r t h a D u r b i n , S t a f f A n a l y s t
B r i a n C u n a n a n , C o m m u t e r A s s i s t a n c e 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 :
S B 8 2 1 B i c y c l e a n d P e d e s t r i a n F a c i l i t i e s P r o g r a m E x t e n s i o n f o r t h e
C i t y o f T e m e c u l a
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 g r a n t t h e c i t y o f T e m e c u l a ( T e m e c u l a ) a n
e x t e n s i o n t o J u n e 3 0 , 2 0 1 0 , f o r a p p r o v e d S B 8 2 1 p r o g r a m f u n d s f o r t h e S a n t a
G e r t r u d i s C r e e k p e d e s t r i a n / b i c y c l e b r i d g e o v e r c r o s s i n g p r o j e c t .
B A C K G R O U N D I N F O R M A T I O N :
E a c h y e a r , 2 % o f t h e L o c a l T r a n s p o r t a t i o n F u n d ( L T F ) r e v e n u e i s m a d e a v a i l a b l e f o r
u s e o n b i c y c l e a n d p e d e s t r i a n f a c i l i t y p r o j e c t s t h r o u g h t h e C o m m i s s i o n ' s S B 8 2 1
p r o g r a m . T h i s i s a d i s c r e t i o n a r y p r o g r a m a d m i n i s t e r e d b y t h e C o m m i s s i o n .
T h e r e a r e t h r e e s t e p s t o c a r r y o u t t h e p r o g r a m :
1 . A l l c i t i e s a n d t h e c o u n t y a r e n o t i f i e d o f t h e S B 8 2 1 p r o g r a m e s t i m a t e o f
a v a i l a b l e f u n d i n g a n d a r e r e q u e s t e d t o s u b m i t p r o j e c t p r o p o s a l s . T h e
C o m m i s s i o n ' s S B 8 2 1 p r o g r a m p o l i c i e s , p r o j e c t a p p l i c a t i o n , a n d s e l e c t i o n
c r i t e r i a a r e a l s o p r o v i d e d w i t h t h e n o t i f i c a t i o n .
2 . T h e C o m m i s s i o n ' s S B 8 2 1 e v a l u 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 m e m b e r s o f
t h e C o m m i s s i o n ' s T e c h n i c a l a n d C i t i z e n s A d v i s o r y C o m m i t t e e s , m e e t s t o
r e v i e w a n d r a n k t h e p r o j e c t a p p l i c a t i o n s u s i n g t h e e v a l u a t i o n c r i t e r i a a d o p t e d
b y t h e C o m m i s s i o n a n d r e c o m m e n d s p r o j e c t s a n d f u n d i n g a m o u n t s t o t h e
C o m m i s s i o n f o r a p p r o v a l .
3 . T h e C o m m i s s i o n r e v i e w s t h e C o m m i t t e e ' s r e c o m m e n d a t i o n s a n d a p p r o v e s a
p r o g r a m o f b i c y c l e a n d p e d e s t r i a n p r o j e c t s f o r f u n d i n g .
T h e a g e n c i e s t h e n h a v e 2 4 m o n t h s t o c o m p l e t e t h e p r o j e c t s . A n y p r o j e c t s n o t
c o m p l e t e d u s i n g l o c a l f o r c e s o r a w a r d e d a c o n s t r u c t i o n c o n t r a c t w i t h i n t h e
2 4 m o n t h s w i l l b e d e l e t e d f r o m t h e p r o g r a m a n d t h e f u n d s w i l l b e r e p r o g r a m m e d i n
t h e n e x t f i s c a l y e a r . T h e r e w i l l b e n o t i m e e x t e n s i o n s g r a n t e d u n l e s s t h e p r o j e c t i s
p a r t o f a l a r g e r , f e d e r a l l y f u n d e d p r o j e c t o r a p r o j e c t , r e q u i r i n g c o o r d i n a t i o n w i t h
a n o t h e r p u b l i c a g e n c y t h a t h a s b e e n d e l a y e d b e y o n d t h e c i t y ' s o r c o u n t y ' s c o n t r o l .
A g e n d a I t e m 8 J
3 4 6
DISCUSSION:
In July 2007, the Commission awarded $1,591,765 to fund 16 projects as part of
its SB 821 Bicycle and Pedestrian Facilities Program. The agencies have until
June 30, 2009, to complete the projects.
Temecula was allocated $132,000 for construction of the Santa Gertrudis Creek
pedestrian/bicycle bridge overcrossing project. This project has also been awarded
with federal funds as part of the Safe Routes to School (SR2S) program and
therefore must comply with National Environmental Policy Act (NEPA)
environmental regulations. Per Temecula, all the necessary documents requested
by Caltrans have been submitted and the preliminary engineering phase of work is
95% complete (Attachment 1). Temecula anticipates environmental approval from
Caltrans within the next two to three months. Upon approval, Temecula will
proceed with project plans and specifications, advertisement, and award a
construction contract for the completion of the project. Temecula is requesting a
12 month extension to June 30, 2010, for completion of the project.
Attachment:
1) Letter from City of Temecula
2) SB 821 Bicycle and Pedestrian Facilities Program Adopted Policies.
Agenda Item 8J
•
347
"
"
8 7 1 2 8 B C / M D
j P u b l i c W o r k s D e p a r t m e n t
4 3 2 0 0 B u s i n e s s P a r k D r m e " T e m e c u l a , C A 9 2 5 9 0 " M a i l i n g A d d r e s s P O . B o x 9 0 3 3 " T e m e c u l a , C A 9 2 5 8 9 - 9 0 3 3
( 9 5 1 1 6 9 4 - 6 4 1 1 " F a x 1 9 5 1 ) 6 9 4 - 6 4 7 5
M a y 7 , 2 0 0 9
C i t y o f T e m e c u l a
M r . B r i a n C u n a n a n , C o m m u t e r A s s i s t a n c e M a n a g e r
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
P . O . B o x 1 2 0 0 8
R i v e r s i d e , C A 9 2 5 0 2 - 2 2 0 8
E Z E L V L 5
1 M A Y 0 8 2 0 0 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
R e : S a n t a G e r t r u d i s C r e e k P e d e s t r i a n / B i c y c l e B r i d g e O v e r c r o s s i n g R e q u e s t f o r
E x t e n s i o n o f T i m e
F Y 2 0 0 7 / 2 0 0 8 S B 8 2 1 B i c y c l e a n d P e d e s t r i a n P r o g r a m
D e a r M r . C u n a n a n ;
T h e C i t y o f T e m e c u l a r e s p e c t f u l l y r e q u e s t s a n e x t e n s i o n o f t i m e b e y o n d t h e J u n e 3 0 , 2 0 0 9
d e a d l i n e t o c l a i m a p p r o v e d S B 8 2 1 p r o g r a m f u n d s f o r t h e S a n t a G e r t r u t l i s C r e e k
P e d e s t r i a n / B i c y c l e B r i d g e O v e r c r o s s i n g p r o j e c t .
I n a d d i t i o n t o S B 8 2 1 f u n d i n g , w e h a v e b e e n a w a r d e d f e d e r a l f u n d i n g i n t h e a m o u n t o f $ 4 2 5 , 5 2 0
f r o m t h e S a f e R o u t e t o S c h o o l ( S R T S ) p r o g r a m . T h e r e f o r e w e a r e r e q u i r e d t o c o m p l y w i t h N E P A
e n v i r o n m e n t a l r e g u l a t i o n s a n d h a v e s u b m i t t e d a l l t h e n e c e s s a r y d o c u m e n t s r e q u e s t e d b y C a l t r a n s ,
L o c a l A s s i s t a n c e f o r t h e i r f i n a l r e v i e w . T h e p r e l i m i n a r y e n g i n e e r i n g p h a s e o f w o r k i s 9 5 %
c o m p l e t e a n d w e a n t i c i p a t e e n v i r o n m e n t a l a p p r o v a l f r o m C a i m a n s w i t h i n t h e n e x t 3 t o 4 m o n t h s .
U p o n a p p r o v a l w e w i l l p r o c e e d w i t h P S & E , a d v e r t i s e m e n t a n d a w a r d o f o u r c o n s t r u c t i o n
c o n t r a c t f o r t h e c o m p l e t i o n o f o u r p r o j e c t .
A s i n d i c a t e d a b o v e , t h e p r o j e c t i s p r o g r e s s i n g a n d n e a r l y r e a d y f o r c o n t r a c t a w a r d . Y o u r
c o n s i d e r a t i o n i n e x t e n d i n g t h e t i m e t o c l a i m a p p r o v e d f u n d s w i l l a l l o w u s t o m o v e f o r w a r d w i t h
t h e c o n s t r u c t i o n o f t h i s m u c h n e e d e d p e d e s t r i a n f a c i l i t y .
S i n c e r e l y ,
G r e B y l l e r
D i r e
D i r e r r o f P u b l i c W o r k s
c c : J o n S a l a z a r - A s s o c i a t e E n g i n e e r C a p i t a l P r o j e c t s
R u d y G r a c i a n o R e v e n u e M a n a g e r , F i n a n c e
P ( I n t e d M R e c y c l e d P a p e r
R A C R A P R O J E C T s w w 0 5 \ P W 0 5 - 1 1 S G C r e e k P e d B r i d g e \ L e t t e r s T C T C - S B 8 2 1 - E x t e r I s i o n R g s t . i c d d o c
3 4 8
ATTACHMENT 2
RIVERSIDE COUNTY TRANSPORTATION COMMISSION
SB 821 BICYCLE AND PEDESTRIAN FACILITIES PROGRAM
ADOPTED POLICIES
• The Commission will not allocate funds to a project in its approved SB 821 Program until the sponsoring
agency awards a contract for the construction of the project or until local agency forces begin construction of
the project. (12/18/86)
• If funds for a project are not claimed prior to the end of the fiscal year, the project will be deleted from the
program and the funds will be reprogrammed in the next fiscal year's SB 821 Program. (12/18/86)
• A project sponsor may request an extension of time beyond June 30th if substantial progress has been made on
the project which, at minimum, would mean completion of preliminary engineering. (12/18/86)
• Funds allocated for projects in FY 86/87 and prior years must be spent or encumbered (construction contract
awarded) by December 31, 1987, or the funds and interest earned on the funds shall be returned to the SB 821
Account. (12/18/86)
***Following four policies pertain to multi -year projects***
• Cities and the County may submit applications for projects to be funded over a 2-3 year period with engineering
in year 1 and construction in years 2 and 3. (9/2/87)
• Multi -year projects approved in the Commission's program shall be given priority for funding in years 2-3 over
new projects submitted and approved. (9/2/87)
• When actual construction and/or right-of-way costs are not more than 15% over the initial application cost
estimate, the increase will be funded by SB 821 funds, if requested by the applicant, during the development of
the annual program by the Commission. (9/2/87)
• When actual construction and/or right-of-way costs are more than 15% above the initial application estimate,
the applicant may either fund costs in excess of 15% with local funds or resubmit the project as a new project
for consideration by the Commission. (9/2/87)
• Any unused SB 821 Program funds must be retumed to the Commission unless that agency can a) demonstrate
why the costs were substantially lower than the estimate, and b) utilize the unused funds to complete approved
but unfunded projects. (12/11/91)
• No agency will be allowed to carryover unused funds for projects not previously included in an application
(annual project proposals) submitted to the Commission for consideration. (12/11/91)
• The Commission will not award funds for projects that do not meet physical accessibility standards (i.e.
California Government Code 4450, Civil Code 51 Et. Seq., Title 24 of the California Building Code, Americans
with Disabilities Act of 1990). (4/12/95)
• An agency will have twenty-four (24) months from the time of the allocation to complete the project using local
forces or award a construction contract. There will be no time extensions granted unless the project is part of a
larger, federally funded project, which has been delayed beyond the agency's control. Also, projects requiring
coordination with another public agency that has been delayed beyond the agency's control may receive one
twelve-month extension, if necessary. Projects not completed or awarded within the twenty-four months will be
deleted from the program, and the funds will be reprogrammed in the next fiscal year's SB 821 Program.
(3/12/03)
RCTC: 3/20/03
349
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R I V E R S I D E C O U N T Y T R A N S P O R T A T I O N C O M M I S S I O N
D A T E :
J u n e 1 0 , 2 0 0 9
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 :
M a r l i n F e e n s t r a , P r o j e c t D e l i v e r y D i r e c t o r
L i s a D a S i l v a , P r o j e c t M a n a g e r
B o b W u n d e r l i c h , B e c h t e l P r o j e c t C o o r d i n a t o 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 :
R e q u e s t f o r Q u a l i f i c a t i o n s f o r C o n s t r u c t i o n M a n a g e m e n t S e r v i c e s
f o r t h e I n t e r s t a t e 2 1 5 / S t a t e R o u t e 7 4 I n t e r c h a n g e P r o j e c t
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 u t h o r i z e s t a f f t o i s s u e a r e q u e s t f o r
q u a l i f i c a t i o n s ( R F Q ) a n d c o n d u c t a s e l e c t i o n p r o c e s s f o r c o n s t r u c t i o n m a n a g e m e n t
a n d r e l a t e d s e r v i c e s f o r t h e I n t e r s t a t e 2 1 5 / S t a t e R o u t e 7 4 i n t e r c h a n g e p r o j e c t i n
t h e c i t y o f P e r r i s .
B A C K G R O U N D I N F O R M A T I O N :
A t i t s M a y 2 0 0 9 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 c o n t r a c t a m e n d m e n t w i t h
D a v i d E v a n s A s s o c i a t e s t o c o m p l e t e t h e f i n a l d e s i g n f o r t h e I - 2 1 5 / S R - 7 4
i n t e r c h a n g e p r o j e c t i n t h e c i t y o f P e r r i s . S t a f f h a s r e c e i v e d 9 5 % p l a n s f o r r e v i e w
a n d e x p e c t s 1 0 0 % p l a n s i n S e p t e m b e r 2 0 0 9 . T h e p r o j e c t i s b e i n g d e s i g n e d t o a n d
w i l l b e c o n s t r u c t e d i n a c c o r d a n c e w i t h C a l t r a n s a n d F e d e r a l H i g h w a y
A d m i n i s t r a t i o n ( F H W A ) s t a n d a r d s . S t a f f h a s r e c e i v e d a p p r o v a l f r o m C a l t r a n s a n d
F H W A f o r t h e C o m m i s s i o n t o c o n t i n u e t o b e t h e l e a d a g e n c y f o r t h e c o n s t r u c t i o n
p h a s e o f t h i s p r o j e c t a n d e x p e c t s t o a d v e r t i s e f o r c o n s t r u c t i o n b i d s i n t h e l a t e f a l l
o f 2 0 0 9 . T h e c o n s t r u c t i o n p h a s e f o r t h i s p r o j e c t i s c u r r e n t l y f u n d e d b y 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 ) , M e a s u r e 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 ( T U M F ) , a n d a f e d e r a l e a r m a r k g r a n t .
S t a f f i s p r o p o s i n g t o r e t a i n a c o n s u l t a n t t o r e p r e s e n t t h e C o m m i s s i o n i n t h e
p e r f o r m a n c e o f c o n s t r u c t i o n m a n a g e m e n t s e r v i c e s i n c l u d i n g , b u t n o t l i m i t e d t o
a s s i s t a n c e w i t h t h e b i d p r o c e s s a n d e v a l u a t i o n , c o n t r a c t a d m i n i s t r a t i o n ,
c o o r d i n a t i o n o f c o n s t r u c t i o n w i t h C a l t r a n s a n d t h e c i t y o f P e r r i s , q u a l i t y a s s u r a n c e
i n s p e c t i o n a n d m a t e r i a l t e s t i n g , s u r v e y i n g , p r o j e c t c o n t r o l s a n d r e p o r t i n g , r e v i e w
a n d r e c o m m e n d a t i o n o f p r o g r e s s p a y m e n t s , d e v e l o p m e n t o f p u b l i c i n f o r m a t i o n a n d
m a t e r i a l s , a n d a n a l y s i s o f p o t e n t i a l c l a i m s .
A g e n d a I t e m 8 K
3 5 0
Staff will return to the Commission with a negotiated contract with the selected
firm at its October 2009 Commission meeting.
The expected schedule for advertisement and award of the RFQ is as follows:
Refease of RFQ
Bidders Information Meeting (not mandatory)
Statement of Qualifications Delivered to the Commission
Prior to 2 p.m.
Notification of Shortlist for Interview
Interviews and Selection
Initiate Negotiations
Staff Recommendation of Award to the Commission
Agenda Item 8K
June 12, 2009
June 30, 2009
July 14, 2009
July 27, 2009
August 14, 2009
August 28, 2009
October 13, 2009
•
351
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R I V E R S I D E C O U N T Y T R A N S P O R T A T I O N C O M M I S S I O N
D A T E :
J u n e 1 0 , 2 0 0 9
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 :
M i n S a y s a y , R i g h t - o f - W a y 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 :
A m e n d m e n t s t o t h e R i g h t - o f - W a y P o l i c i e s a n d P r o c e d u r e s M a n u a l
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 r e v i s i o n s t o c e r t a i n p r o v i s i o n s i n t h e R i g h t - o f - W a y P o l i c i e s a n d
P r o c e d u r e s m a n u a l ; a n d
2 ) A d o p t R e s o l u t i o n N o . 0 9 - 0 1 1 , " 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 R e g a r d i n g R e v i s i o n s t o t h e R i g h t - o f - W a y P o l i c i e s
a n d P r o c e d u r e s M a n u a l " .
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 l y 1 1 , 2 0 0 7 m e e t i n g , t h e C o m m i s s i o n a p p r o v e d t h e R i g h t - o f - W a y P o l i c i e s
a n d P r o c e d u r e s m a n u a l a s p o l i c y g u i d e l i n e s f o r t h e a c q u i s i t i o n a n d s a l e o f
r i g h t - o f - w a y , a p p r a i s a l o f r e a l p r o p e r t y , r e l o c a t i o n o f d i s p l a c e d i n d i v i d u a l s a n d
b u s i n e s s e s , a n d m a n a g e m e n t o f C o m m i s s i o n - o w n e d r e a l p r o p e r t y .
D u r i n g t h e r e c e n t l y - c o n c l u d e d i n t e r n a l a u d i t , t h e r e v i e w o f r i g h t - o f - w a y p r o c e s s e s
r e s u l t e d i n f i n d i n g s t h a t r e p r e s e n t e d o p p o r t u n i t i e s f o r i m p r o v e m e n t . T h e f o l l o w i n g
m i n o r c h a n g e s i n t h e m a n u a l w e r e r e c o m m e n d e d t o m o r e a c c u r a t e l y r e f l e c t
o n g o i n g p r o c e s s e s a n d t o l e a d t o m o r e e f f e c t i v e c o m p l i a n c e w i t h c u r r e n t r e g u l a t o r y
r e q u i r e m e n t s .
1 ) S e c t i o n 6 - 4 . 2 g r a n t e d a u t h o r i t y t o t h e P r o j e c t D e v e l o p m e n t D i r e c t o r t o
a p p r o v e a s e t t l e m e n t w h e n t h e d i f f e r e n c e b e t w e e n t h e a p p r o v e d j u s t
c o m p e n s a t i o n a n d t h e p r o p o s e d s e t t l e m e n t i s n o m o r e t h a n 1 0 % i n
e x c e s s o f t h e o f f e r o r n o m o r e t h a n $ 1 0 0 , 0 0 0 i n e x c e s s o f t h e o f f e r .
T h i s r e s p o n s i b i l i t y h a s n o w b e e n a s s u m e d b y t h e P r o j e c t D e l i v e r y
D i r e c t o r , a n d t h e m a n u a l s h o u l d b e a m e n d e d t o r e f l e c t t h a t c h a n g e .
A g e n d a I t e m 8 L
3 5 2
2) Section 6-6.2 states that it is the responsibility of the Commission to
report to the IRS any real estate acquisitions greater than $599. Since
the actual process is for the escrow company to report to the IRS, the
manual will be amended to state that the escrow company will report
to the Internal Revenue Service (IRS) on behalf of the Commission.
3) Section 7-7.9 contains references to a document described as a
Moving Cost Agreement, which has been replaced by another
document currently known as the Relocation Claim Form. All
references to the Moving Cost Agreement should be replaced with
Relocation Claim Form.
Staff requests approval of the revisions to the Right -of -Way Policies and
Procedures manual implementing the recommendations recently made by the
internal auditors.
Attachments:
1) Resolution No. 09-011
2) Proposed Manual Revisions
Agenda Item 8L
•
353
RESOLUTION NO. 09-011
RESOLUTION OF THE
RIVERSIDE COUNTY TRANSPORTATION COMMISSION
REGARDING REVISIONS TO THE
RIGHT OF WAY POLICIES AND PROCEDURES MANUAL
WHEREAS, the Riverside County Transportation Commission (the
"Commission") currently retains the authority to add, delete or otherwise
modify the Commission's policies and procedures.
WHEREAS, the recently completed internal audit conducted by
Authority of the Commission resulted in findings of opportunities to improve
right of way procedures as documented in the Right -of -Way Policies and
Procedures Manual through amendments to reflect current practices and
enhance regulatory compliance;
NOW, THEREFORE, the Riverside County Transportation Commission
does hereby resolve as follows:
Section 1. Sections 6-4.2, 6-6.2, and 7-7.9 of the Right -of -Way Policies
and Procedures Manual shall be revised as per the attached to
reflect current conditions and processes.
APPROVED AND ADOPTED this 10t' day of June, 2009.
Robert E. Magee, Chair
Riverside County Transportation Commission
ATTEST:
Jennifer Harmon
Clerk of the Board
354
PROPOSED REVISIONS TO THE RIGHT-OF-WAY POLICIES AND
PROCEDURES MANUAL
1. Section 6-4.2 is hereby revised to read as follows:
6-4.2 Settlement Authority
a. The Projectpelivery Director is authorized to approve a settlement
when the difference between the approved Just Compensation and
the proposed settlement is no more than 10% in excess of the offer
or no more than $100,000 of the offer.
Section 6-6.2 Is hereby revised to read as follows:
2. 1099-S Reporting Procedure
a. Transactions Reported
Deleted: Development
} - - - _ Formatted: Bullets and Numbering 1
The RCTC through the escrow company acting in its behalf, is
responsible for reporting to the IRS real estate acquisitions in excess of
$599. This reporting includes all acquisitions by either negotiated
settlement or by condemnation. Specifically, the following must be
reported:
3. Section 7-7.2 is hereby revised to read as follows:
7-7.9 Business, Farm and Nonprofit Organization Moving Cost Payments
a. General
Owners of displaced businesses, farm operations and nonprofit
organizations can either employ commercial movers to relocate
their personal property, conduct self -move, or have a combined
commercial and self -move.
Moves that involve large moving cost payments must be monitored,
at both the displacement and replacement sites, by the Relocation
Agent, to the extent necessary to assure that the personal property
involved was actually moved (at the relocatee's expense) to their
remaining or replacement property and that the moving cost claim
is reasonable and accurate. Relocatees are required to give
advance written notice of the date the move will begin. Failure to
Deleted: 2
Formatted: Bullets and Numbering
355
provide the written notice, or to permit the Relocation Agent to
monitor both at the displacement and replacement sites, can cause
forfeiture of moving payment eligibility.
On -premise monitoring may be waived by the ROW Manager in
cases of non -complicated moves. When the requirement is waived,
a justification must be documented in the Case File.
1. Multi -Family and Single -Family Fumished Rental Units
The owners of furnished multi -family dwellings or furnished
single-family dwellings, which they do not occupy, can be
reimbursed for the cost of moving such furnishings as a
routine business move. In an effort to minimize
administrative burdens in the relocation process, it is
permissible to reimburse the cost of moving the personal
property for these types of businesses using the moving
schedule. The businesses would be additionally eligible for
other related moving costs such as reestablishment
payment.
2. Entire Displacement — Partial Acquisitions
If the majority of a business property or farm operation is
being acquired as right of way, and/or if the right of way
acquisition is so severed that the business or farm operation
cannot be continued, the owner can be paid for moving all
personal property used in connection with the business or
farm operation including items located outside of the right of
way acquisition, provided that such items are moved within a
reasonable time after acquisition, normally by the end of the
relocatee's authorized possession of the acquired area
unless an extended time period is agreed upon in writing
between the RCTC and relocatee. The Case file must be
documented to show why the entire business or farm
operation must be relocated when a partial acquisition is
involved.
3. Two or More Owners of Personal Property Involved
In instances where several different persons or firms own
personal property located on business or farm real property
being acquired by the RCTC, each owner is entitled to the
cost of moving his/her items of personal property. Each
must file a separate claim.
•
•
356
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b . C o m m e r c i a l M o v e r
M o v e s i n t h i s c a t e g o r y i n c l u d e a l l s i t u a t i o n s w h e r e t h e q u a l i f i e d
o w n e r s o f d i s p l a c e d b u s i n e s s e s , f a r m o p e r a t i o n a n d n o n p r o f i t
o r g a n i z a t i o n s e m p l o y s o m e o n e t o m o v e t h e i r p e r s o n a l p r o p e r t y
f r o m r e a l e s t a t e a c q u i r e d t o a r e p l a c e m e n t s i t e a n d c l a i m
r e i m b u r s e m e n t f o r t h e i r a c t u a l a n d r e a s o n a b l e m o v i n g e x p e n s e s .
A p p l i c a b l e r e l a t e d m o v i n g e x p e n s e s p a i d b y t h e r e l o c a t e e a r e
r e i m b u r s a b l e u n d e r t h i s m o v i n g c o s t p a y m e n t o p t i o n .
I f t h e r e l o c a t e e m o v e s m o r e t h a n 5 0 m i l e s , t h e p a y m e n t w i l l b e
b a s e d o n t h e p r o r a t e d p o r t i o n o f t h e m o v i n g c o s t s t h a t w o u l d h a v e
b e e n a p p l i c a b l e t o a 5 0 m i l e m o v e .
I f t h e r e i s a n e e d f o r s p e c i a l i z e d m o v i n g e q u i p m e n t a n d / o r
e x p e r t i s e , i t i s p e r m i s s i b l e f o r t h e o w n e r t o e m p l o y t w o o r m o r e
c o m m e r c i a l m o v e r s . I t i s a l s o p e r m i s s i b l e f o r s u c h o w n e r s t o
c o n d u c t a m o v e b y e m p l o y i n g a c o m m e r c i a l m o v e r t o m o v e p a r t o f
t h e i r p e r s o n a l p r o p e r t y a n d m o v e t h e b a l a n c e b y s e l f - m o v e .
1 . M o v i n g C o s t B i d s A v a i l a b l e
T h e f o l l o w i n g p r o c e d u r e i s a p p l i c a b l e w h e n e l i g i b l e o w n e r s
o f b u s i n e s s , f a r m o p e r a t i o n s a n d n o n p r o f i t o r g a n i z a t i o n s
e l e c t t h i s m o v i n g c o s t p a y m e n t o p t i o n a n d i t i s p r a c t i c a l t o
o b t a i n p r i o r m o v i n g c o s t b i d s f r o m q u a l i f i e d m o v i n g f i r m s :
S t e p O n e : O b t a i n a n i n v e n t o r y f r o m t h e r e l o c a t e e s h o w i n g
t h e i t e m s o f p e r s o n a l p r o p e r t y t o b e m o v e d . I t i s p e r m i s s i b l e
f o r s m a l l i t e m s t o b e g r o u p e d i n t o " l o t s " o r t o b e ` l u m p e d "
t o g e t h e r i n s o m e o t h e r t y p e o f i d e n t i f i a b l e u n i t s u c h a s
s p e c i f i c n u m b e r o f b i n s , b o x e s , b a r r e l s , e t c . T h e R e l o c a t i o n
A g e n t m u s t m a k e a n o n - s i t e i n s p e c t i o n o f t h e i t e m s i n v o l v e d
a n d a s s u r e t h a t t h e i n v e n t o r y i s a c c u r a t e . T h e C a s e F i l e s
m u s t b e d o c u m e n t e d t o s h o w t h e i n s p e c t i o n . I n v e n t o r i e s
s h o u l d b e p r e p a r e d e i t h e r ( a ) a t o r n e a r t h e t i m e o f a c t u a l
m o v e , o r ( b ) a t o r n e a r t h e t i m e t h a t t h e R C T C a c q u i r e s t h e
p a r c e l , w h i c h e v e r o c c u r s f i r s t .
I n v e n t o r i e s m u s t b e s u b m i t t e d b y t h e r e l o c a t e e a n d a
r e p l a c e m e n t s i t e s e l e c t e d p r i o r t o c o m m e n c i n g t h e n e x t s t e p .
S t e p T w o : T h e R e l o c a t i o n A g e n t , w o r k i n g i n c o n c e r t w i t h
t h e b u s i n e s s , m u s t c r e a t e m o v i n g s p e c i f i c a t i o n s i n s u r i n g t h a t
t h e r e i s a m e e t i n g o f t h e m i n d s h o w t h e p e r s o n a l p r o p e r t y
3 5 7
will be disconnected (as necessary), packed, disconnected,
moved, reconnected and unpacked.
The Relocation Agent must obtain at least two (2) moving
cost estimates from qualified movers based on the inventory.
Relocatees must be given an opportunity to concur in the
selection of moving firms who will prepare the bids. If the
lowest bid appears to be unreasonable, the Relocation
Agent must obtain additional bid(s) to assure that the
}Relocation Claim Form will be based on an acceptable
amount. It is expected that bids will be provided without
cost; however, with prior approval of the ROW Program
Manager, movers can be compensated for preparing bids for
specific moves.
Copies of all bids must be retained in the Case File.
Step Three: Submit copies of the bids to the relocatee
together with a copy of a,Relocation Claim Formprepared by
the Relocation Agent. (See Section 8-7.8 d. for minimum
standards of a ,Relocation Claim Form.) Advise the
relocatee to complete his/her p portion of the agreement
(reflecting the low bid) and return both copies to the RCTC.
Step Four: The Relocation Claim Form when received by
the RCTC from the relocatee, should be carefully reviewed,
and if found proper, completed and signed by the ROW
Program Manager. A copy is to be returned to the relocatee
and the original retained in the Case File.
Step Five: After the approved ,Relocation Claim Form is _
returned to the relocatee, he/she should provide a 5-day
written moving date notice (unless waived by RCTC) and
cause the move to be completed.
Step Six: After the move is completed, the relocatee
must provide the RCTC an inventory of the items of personal
property that were actually moved to his/her remaining or
replacement property. The post -move inventory must
contain a statement that all of the items listed therein were
actually moved from the project location.
Step Seven: The Relocation Agent must conduct an on -site
review of the post -move inventory to attest that is it
reasonably accurate and that does not contain any items of
real property that were retained and moved by the relocatee.
Deleted: moving cost agreement
Deleted: Moving Cost Agreement
Deleted: Move Cost Agreement 1
Deleted: Moving Cost Agreement
•
Deleted: Moving Cost Agreement
358
"
"
"
I f t h e p o s t - m o v e i n v e n t o r y i s s u b s t a n t i a l l y t h e s a m e a s t h e
p r e - m o v e i n v e n t o r y , t h e R e l o c a t e e c a n b e p a i d t h e a c t u a l
m o v i n g c o s t s p u r s u a n t t o t h e , R e l o c a t i o n C l a i m F o r m .
E l i g i b l e d o c u m e n t e d i n c i d e n t a l e x p e n s e s m a y l i k e w i s e b e
p a i d .
S t e p E i g h t : T h e r e l o c a t e e m u s t f i l e h i s / h e r c l a i m f o r
r e i m b u r s e m e n t w i t h i n t h e 1 8 - m o n t h p e r i o d .
2 . M o v i n g C o s t B i d s A r e N o t A v a i l a b l e
I f i t i s n o t p r a c t i c a l t o o b t a i n a d v a n c e m o v i n g c o s t b i d s d u e t o
t h e c o m p l e x i t y o f a m o v e , t h e r e l o c a t e e c a n b e a u t h o r i z e d b y
t h e R O W P r o g r a m M a n a g e r t o c o n d u c t t h e m o v e w i t h o u t
t h e m . W h e n t h e r e q u i r e m e n t f o r o b t a i n i n g b i d s i s w a i v e d d u e
t o t h e c o m p l e x i t y o f t h e m o v e , t h e C a s e F i l e m u s t b e
d o c u m e n t e d a n d s t a t e t h e j u s t i f i c a t i o n t h e r e f o r . I n s u c h
u n i q u e c a s e s , a M o v e C o s t A g r e e m e n t m u s t b e p r e p a r e d b y
t h e R e l o c a t i o n A g e n t a n d a g r e e d t o b y t h e r e l o c a t e e . T h e
s a m e r e q u i r e m e n t s f o r a M o v e C o s t A g r e e m e n t a p p l y w i t h
t h e o b v i o u s e x c e p t i o n t o a n a g r e e d c o s t o f t h e m o v e . I f a
b u s i n e s s r e f u s e s t o a g r e e t o s i g n a r e a s o n a b l e M o v e C o s t
A g r e e m e n t , R C T C w i l l n o t r e i m b u r s e i t f o r a n y c o s t s
a s s o c i a t e d w i t h t h e m o v e .
a . S e l f - M o v e s
Q u a l i f i e d o w n e r s o f a n y d i s p l a c e d b u s i n e s s e s , f a r m s o r n o n p r o f i t
o r g a n i z a t i o n s h a v e t h e o p t i o n o f c o n d u c t i n g a s e l f - m o v e . U n d e r
t h i s o p t i o n , t h e r e l o c a t e e s w i l l m o v e t h e i r p e r s o n a l p r o p e r t y a n d w i l l
n o t e m p l o y a c o m m e r c i a l m o v e r t o c o n d u c t t h e m o v e .
1 . M o v i n g C o s t E s t i m a t e s a r e A v a i l a b l e
T h e f o l l o w i n g p r o c e d u r e i s a p p l i c a b l e i f e s t i m a t e s c a n b e
o b t a i n e d f o r t h e a m o u n t t h a t w o u l d h a v e b e e n c h a r g e d b y a
c o m m e r c i a l m o v e r f o r c o n d u c t i n g t h e m o v e .
S t e p O n e : R e l o c a t e e m u s t p r e p a r e a n i n v e n t o r y o f t h e
i t e m s o f p e r s o n a l p r o p e r t y t h a t m u s t b e m o v e d a s a r e s u l t o f
t h e r i g h t o f w a y a c q u i s i t i o n .
S t e p T w o : R e l o c a t e e m u s t a d v i s e t h e R e l o c a t i o n A g e n t ,
i n w r i t i n g , o f h i s / h e r i n t e n t t o c o n d u c t a s e l f - m o v e a n d
{ D e l e t e d : M o v i n g C o s t A g r e e m e n t
3 5 9
request that the Relocation Agent obtain moving cost
estimates based on the inventory.
Step Three: Relocation Agent must make an on -site
inspection of the items to be moved. Assure that none of the
items listed in the inventory is included in the real estate
appraisal as real property. Relocation Agent, working with
the business, will create specifications for the move of the
personal property.
Step Four: The Relocation Agent must obtain at least two
(2) moving cost estimates from commercial movers who are
qualified to conduct the move, if the moving cost is expected
to exceed $2,500. If the cost of the move is expected to be
$2,500 or less, one estimate covering the cost of the move
can be obtained.
Bids should not be obtained before the relocatee has
selected a replacement site so that actual mileage can be
used. (50-mile rule applies).
Copies of all bids must be retained in the Case File.
Step Five: The Relocation Agent will prepare a,Relocation_ _ -
Claim Form in compliance with previous sections of this
manual. The relocatee must sign the,claim form and forward _
a signed ,claim form to RCTC. The ROW Manager must _
review, approve and sign the plaim form,.
Step Six: The ROW Manager will return ap approved
copy of the Relocation Claim Form to the relocates and the
Relocation Agent. The relocatee should provide the 5-day
written moving date notice and complete the move.
Step Seven: After the move is completed, the relocatee
must present an inventory of the personal property actually
moved. The post -move inventory must contain a statement
that all of the items listed therein were actually moved from
the project site.
Step Eight: The Relocation Agent must conduct an on -site
review of the post -move inventory to assure that it is
reasonably accurate and that it does not contain any items of
real property that were retained and moved by the relocatee.
•
Deleted: Moving Cost Agreement
Deleted: agreement
Deleted: agreement
Deleted: agreement
Deleted: , which should he revi
completed and signed by the ROW
Program Manager
Deleted: fully executed
Deleted: Moving Cost Agreement
•
360
If the post -move inventory is substantially the same as the
pre -move inventory, the relocatee may be paid the amount
of the low moving cost bid, as reflected in the ,Relocation
Claim Form without presenting additional documentation.
They can also be paid eligible documented incidental
expenses.
Step Nine: Relocatees must file their claim for
reimbursement within the 18-month period.
2. Moving Cost Bids Not Available
Deleted: Moving Cost Agreement
If due to the complexity of the move, it is not practical to
obtain moving cost bids or estimates, the relocatee can be
authorized by the ROW Program Manager to conduct the
move without bids. The relocatee must be reimbursed for
his/her actual, reasonable and documented moving cost
expenditure, not to exceed the cost of a 50-mile move. The
minimum requirements of a ,Relocation Claim Form are _ _ - { Deleted: Moving Cost Agreement )
applicable and because of the inability to secure estimates
for the business' self -move the,Relocation Claim Form must _ - { Deleted: Move Cost Agreement )
additionally include:
An estimate of the time the owner and employees of the firm
anticipate they will need to conduct the move and an agreed
upon hourly rate for the owners and his/her employees.
Hourly costs of equipment supplied by the business during
the move will be included in the Move Agreement.
Equipment charges for equipment rented for the move must
be supported by receipts. Reimbursement of rental
equipment will be limited to the actual out of pocket expense.
361
RIVERS/DE COUNTY TRANSPORTATION COMM/SS/ON
DATE:
June 10, 2009
TO:-
Riverside County Transportation Commission
FROM:
Min Saysay, Right -of -Way Manager
THROUGH:
Anne Mayer, Executive Director
SUBJECT:
Amendments with Zamiski Construction and Real Estate Consulting
Services, Inc., for Property Maintenance Services
STAFF RECOMMENDATION:
This item is for the Commission to:
1) Approve Agreement No. 07-51-089-20, Amendment No. 1 to Agreement
No. 07-51-089-00, with Zamiski Construction to exercise the first one-year
option extension to expire on December 31, 2010;
2) Approve Agreement No. 07-52-088-11, Amendment No. 1 to Agreement
No. 07-52-088-00, with Real Estate Consulting and Services, Inc. to
exercise the first one-year option extension to expire on December 31, 2010;
3) Approve additional funding in the combined amount of $950,000 for the
services to be provided by Zamiski Construction and Real Estate Consulting
and Services, Inc.; and
4) Authorize the Executive Director, pursuant to legal counsel review, to
execute the agreements on behalf of the Commission.
BACKGROUND INFORMATION:
At its January 10, 2007 meeting, the Commission approved Agreement No.
07-51-089-00 with Zamiski Construction and Agreement No. 07-52-088-00 with
Real Estate Consulting Services, Inc., to provide property maintenance services for
a combined not to exceed cost of $630,000. The term approved for each contract
was for three years with two one-year options, to be exercised at the discretion of
the Commission.
Property maintenance services include weed abatement by mowing or discing,
fence replacement and repairs, removal of effects of vandalism, trash removal and
removal of other items such as debris and pieces of furniture left by homeless
encampments, and coordinating with law enforcement personnel in the legal
removal of homeless persons. Work is generated as a result of an abatement
notice from the local jurisdiction, information from the sheriff and local police
departments, or from staff inspection of the parcel(s), and work is assigned on a
Agenda Item 8M
362
rotating basis. The contractor is requested to inspect the parcel to be cleaned and
abated, and to submit a schedule and cost proposal. At the same time,
Commission and Bechtel staff independently inspect the parcel and prepare an
independent estimate as to schedule and cost. Hourly rates are then applied to the
independent estimate and compared to the contractor's proposal. If the cost
proposal from the contractor is significantly higher than staff/Bechtel's cost
estimate, staff negotiates with the contractor for a lower price. If the contractor
cannot reduce its cost proposal, staff asks the other contractor if they can perform
the work at the independent cost estimate. If neither contractor can perform the
work at the independent cost estimate, work is assigned to the contractor with the
lowest cost proposal and a task order is issued.
Staff then takes pictures of the parcel before and after work is performed.
Commission and Bechtel staff inspect the parcel to ensure that work is performed
in accordance with the task order, before the contractor's invoice is paid.
At the time the agreements were executed, the Commission owned approximately
743 acres of which 301 acres required regular maintenance. These properties
were acquired by the Commission for future highway and rail projects. During the
two-year period that has since transpired, the Commission acquired additional
properties, consisting of approximately 157 acres of vacant properties that require
maintenance, resulting in an increase of over 52% in acreage requiring regular
property maintenance services. Maintaining these properties in the coming years
will require a significant increase in the amount of resources previously allocated
for this purpose.
Based on prior years' expenditures and future demand in maintaining and servicing
these properties, staff recommends the Commission allocate additional combined
funding of $950,000 for these agreements to compensate the contractors for
providing the services needed to maintain the Commission's properties in a safe
condition and to comply with all applicable local regulations and code requirements.
Staff further recommends that the Commission exercise the first of the two
one-year options that will extend the term of both agreements up to
December 31, 2010.
Agenda Item 8M
•
363
"
"
"
F i n a n c i a l I n f o r m a t i o n
I n F i s c a l Y e a r B u d g e t :
Y e s
Y e a r :
F Y 2 0 0 9 / 1 0
A m o u n t :
$ 4 5 0 , 0 0 0
N / A
F Y 2 0 1 0 / 1 1
$ 5 0 0 , 0 0 0
S o u r c e o f F u n d s :
L e a s e R e v e n u e a n d M e a s u r e A
B u d g e t A d u s t m e n t :
N o
G L A N o . :
1 0 5 5 1 7 3 3 1 3 $ 4 5 0 , 0 0 0
1 0 5 5 2 7 3 3 1 3 $ 5 0 0 , 0 0 0
F i s c a l P r o c e d u r e s A p p r o v e d :
\ 4 4 , 4 4 , 0 , 1 - 0 .
D a t e :
0 5 / 1 9 / 2 0 0 9
A t t a c h m e n t s :
1 ) Z a m i s k i C o n s t r u c t i o n P r i c e S u m m a r y
2 ) R e a l E s t a t e C o n s u l t i n g a n d S e r v i c e s , I n c . P r i c e S u m m a r y
A g e n d a I t e m 8 M
3 6 4
CONSTRUCTION'
EXHIBIT: "C"
` PRICE SUMMARY FOR PROPERTY_ MAINTENANCE
Description:
1.. Tractor. with 6' mower
Tractor with 8'5" disc
Laborer with weed wacker
Laborer removing trash/debris
Laborer (i.e., repair fence line,.. gates, etc:)
Supervisor (Foreman)
Skiploader:.
Backhoe
2,000 gallon water truck
Dump truck 5 yard capacity
Dump truck`10_ yard capacity .
40 yard bin per load. (0- 5 ton)
13. 40 yard bin per load (5 tort & above)
14. Current Dump. Fees
R51
q -
�el.: 9.694`:.993 5 •` Pgr:34.296.46 • Fax:
P.O. Box 891177 • Temecula, CA 92589 • Lic,#704950 A
365
ATTACHMENT 2
Real Estate Consulting and Services, Inc.
EXHIBIT "B"
PRICE SUMMARY FOR HIGHWAY PROPERTY MAINTENANCE
Description:
1. Tractor with 6' mower
2. Tractor with 8'5" disc
3. Laborer with weed wacker
4. Laborer removing trash/debris
5. Laborer (i.e., repair fence line,
6. Supervisor (Foreman)
7 Skiploader
8. Backhoe
9. 2,000 gallon water truck
10. Dump truck 5 yard capacity
11. Dump truck 10 yard capacity
12. 40 yard bin per load (0- 5 ton)
13. 40 yard bin per load (5 ton & above)
14. Current Dump Fees
gates, etc.)
Rates:
$ 123.74 hr
$ 124.83 hr
$ 34.74 hr
$ 66.98 hr
$ 63.76 hr
$. 75.00 hr
$ 146.17 hr
$ 150.62 hr
$ 152.07 hr
$ 141.06 hr
$ 150.53 hr
$ 109.46 ton
$ 109.46 ton
$ 62.44 ton
Items 1,2,3,7,8,9,10, & 11 include the equipment, delivery, fuels, repairs
and one operator.
Item 4 is subject to future increases dictated by the prevailing wage
determination starting June 30, 2007.
Items 12,13, & 14 are subject to change as set forth by the waste haulers
and dump operators.
366
"
"
R I V E R S / D E C O U N T Y T R A N S P O R T A T I O N C O M M / S S / O N
D A T E :
J u n e 1 0 , 2 0 0 9
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 :
E d d a R o s s o , C a p i t a l P r o j e c t s M a n a g e r
R i c h a r d B r y a n , B e c h t e l R a i l P r o j e c t s 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 :
D e f e r r a l o f U n i v e r s i t y o f C a l i f o r n i a , R i v e r s i d e M e t r o l i n k S t a t i o n f o r
t h e P e r r i s V a l l e y L i n e P r o j e c t
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 ) D e f e r d e v e l o p m e n t o f t h e U n i v e r s i t y o f C a l i f o r n i a , R i v e r s i d e ( U C R ) s t a t i o n
f r o m o p e n i n g d a y s e r v i c e a s p a r t o f t h e P e r r i s V a l l e y L i n e ( P V L ) p r o j e c t ; a n d
2 ) M a i n t a i n t h e s t a t u s i n t h e e n v i r o n m e n t a l c l e a r a n c e p r o c e s s a s a p o s s i b l e
f u t u r e s t a t i o n .
B A C K G R O U N D I N F O R M A T I O N :
A t i t s M a y 1 3 , 2 0 0 9 m e e t i n g , t h e C o m m i s s i o n d i r e c t e d s t a f f t o c o m p l e t e a n
e n v i r o n m e n t a l i m p a c t r e p o r t ( E I R ) f o r t h e P V L p r o j e c t t h a t w o u l d c o m p l y w i t h
C a l i f o r n i a E n v i r o n m e n t a l Q u a l i t y A c t ( C E Q A ) r e q u i r e m e n t s . T h e C o m m i s s i o n a c t i o n
w a s t a k e n t o a d d r e s s p u b l i c c o m m e n t s a n d p r o v i d e a d d e d i n f o r m a t i o n t o t h e p u b l i c
r e g a r d i n g p r o j e c t d e t a i l s . O n e a d v a n t a g e i n t r a n s i t i o n i n g f r o m a i n i t i a l
s t u d y / m i t i g a t e d n e g a t i v e d e c l a r a t i o n e n v i r o n m e n t a l p r o c e s s t o a n E I R w a s t h a t i t
w o u l d a l s o g i v e t h e C o m m i s s i o n a n o p p o r t u n i t y r e - e v a l u a t e d e c i s i o n s r e g a r d i n g
s t a t i o n l o c a t i o n s a n d t h e t i m i n g o f t h e i r d e v e l o p m e n t .
T h e C o m m i s s i o n w i l l s o o n r e l e a s e a n o t i c e o f p r e p a r a t i o n ( N O P ) f o r t h e E I R . T h e
l a w r e q u i r e s t h a t t h e d o c u m e n t i n c l u d e a p r o j e c t d e s c r i p t i o n w h i c h i n t h i s c a s e
w o u l d i n c l u d e t h e i d e n t i f i c a t i o n o f s t a t i o n l o c a t i o n s . T h e p u r p o s e o f t h i s s t a f f
r e p o r t i s t o o b t a i n c l e a r C o m m i s s i o n d i r e c t i o n o n t h e s t a t u s o f a p o t e n t i a l r a i l
s t a t i o n a t U C R .
T h e p o s s i b i l i t y o f b u i l d i n g a s t a t i o n a t U C R h a s a l w a y s a t t r a c t e d c o n s i d e r a b l e
s c r u t i n y a n d c o n c e r n . T h e r e a r e a n u m b e r o f f a c t o r s t h a t m a k e i t a n a t t r a c t i v e
o p t i o n g i v e n U C R ' s s t a n d i n g a s a p r e m i e r a c a d e m i c i n s t i t u t i o n t h a t w i l l c o n t i n u e t o
g r o w . I n a d d i t i o n , U C R i s a n i m p o r t a n t e m p l o y m e n t c e n t e r t h a t w i l l l i k e l y a t t r a c t
A g e n d a I t e m 8 N
3 6 7
additional employers in the immediate area. Unfortunately, the area for a rail
station is located near a residential neighborhood that has often been impacted by
the growth of the overall community and the campus. Public comments as part of
the Commission's environmental outreach process earlier this year included a
number of concerns regarding the location of station near the campus. The
concerns included parking, noise, and mitigation issues.
On the opening day of service for the PVL service, the Commission anticipates six
round trips per day with the majority of service being offered during commute
hours — a timeframe that falls well before most campus activity during the morning
hours. Future growth will likely include service during more opportune times for
UCR students and employees, but overall train ridership during the first few years is
unlikely to be impacted by demand at UCR. Moreover, the location of a station in
the Hunter Park business center in the northern portion of Riverside will offer a
convenient location for those that do end up taking the train. The Hunter Park
station would offer a more convenient location than the current Downtown
Riverside Metrolink station, which is used by a handful of students and staff.
The last time the _ Commission considered the issue of station locations and
development was in July 2008. At that time, the Commission approved a station
development priority list containing five opening day station, which included the
UCR station. Of the five stations that were recommended for opening day, the
UCR station ranked near the bottom in terms of ridership. Given the comments
received from the public and the train scheduling concerns regarding the line, staff
recommends the deferral of the UCR station to a future phase of the PVL. The
NOP for the EIR would clearly reflect this decision and communicate the
Commission's commitment to addressing community concerns.
As a result of this action, the status of a potential UCR station would be similar to
future stations that are planned at Ramona Expressway and Fair Isle Drive and
could possibly be developed to meet future demand.
Agenda Item 8N
•
•
368
"
R I V E R S / D E C O U N T Y T R A N S P O R T A T I O N C O M M / S S / O N
D A T E :
J u n e 1 0 , 2 0 0 9
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 :
E d d a R o s s o , C a p i t a l P r o j e c t s M a n a g e r
R i c h a r d B r y a n , B e c h t e l M a n a g e r o f R a i l P r o j e c t s
E r i k G a l l o w a y , B e c h t e l P r o j e c t C o o r d i n a t o 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 :
A m e n d m e n t t o A g r e e m e n t w i t h P s o m a s t o P r o v i d e C o n s t r u c t i o n
S u p p o r t S e r v i c e s f o r t h e P h a s e I - P e r r i s M u l t i m o d a l T r a n s p o r t a t i o n
F a c i l i t y
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 A g r e e m e n t N o . 0 4 - 3 3 - 0 0 7 - 0 4 , A m e n d m e n t N o . 4 t o A g r e e m e n t
N o . 0 4 - 3 3 - 0 0 7 - 0 0 , w i t h P s o m a s f o r c o n s t r u c t i o n s u p p o r t s e r v i c e s f o r
P h a s e I - P e r r i s M u l t i m o d a l T r a n s p o r t a t i o n F a c i l i t y i n a n o t t o e x c e e d a m o u n t
o f $ 7 3 , 7 6 9 , f o r a t o t a l c o n t r a c t v a l u e o f $ 1 , 1 6 3 , 4 6 1 , p l u s , a g e n e r a l
c o n t i n g e n c y a m o u n t o f $ 6 , 2 3 1 f o r a t o t a l n o t t o e x c e e d a m o u n t o f
$ 1 , 1 6 9 , 6 9 2 ;
2 ) A u t h o r i z e t h e C h a i r , p u r s u a n t t o l e g a l c o u n s e l r e v i e w , t o e x e c u t e t h e
a g r e e m e n t o n b e h a l f o f t h e C o m m i s s i o n ; a n d
3 ) A u t h o r i z e E x e c u t i v e D i r e c t o r , p u r s u a n t t o l e g a l c o u n s e l r e v i e w , t o a p p r o v e
t h e u s e o f t h e c o n t i n g e n c y a s m a y b e r e q u i r e d f o r t h e p r o j e c t .
B A C K G R O U N D I N F O R M A T I O N :
A t i t s S e p t e m b e r 1 2 , 2 0 0 7 m e e t i n g , t h e C o m m i s s i o n a u t h o r i z e d s t a f f t o a d v e r t i s e
t o r e c e i v e c o n s t r u c t i o n b i d s f o r t h e c o n s t r u c t i o n o f P h a s e I - P e r r i s M u l t i m o d a l
T r a n s p o r t a t i o n F a c i l i t y a d j a c e n t t o C S t r e e t , b e t w e e n S t a t e R o u t e 7 4 a n d
S a n J a c i n t o A v e n u e i n t h e c i t y o f P e r r i s . B e c a u s e t h e P e r r i s M u l t i m o d a l
T r a n s p o r t a t i o n F a c i l i t y w i l l s e r v e a s a f u t u r e M e t r o l i n k P e r r i s V a l l e y L i n e ( P V L )
c o m m u t e r r a i l s t a t i o n , t h e C o m m i s s i o n i s t h e p r o j e c t l e a d f o r d e v e l o p m e n t , d e s i g n ,
a n d c o n s t r u c t i o n o f t h e P e r r i s M u l t i m o d a l T r a n s p o r t a t i o n F a c i l i t y i n c o o r d i n a t i o n
w i t h R i v e r s i d e T r a n s i t A g e n c y ( R T A ) . T h e P h a s e I w o r k w i l l i n c l u d e c o n s t r u c t i o n o f
a P e r r i s M u l t i m o d a l T r a n s p o r t a t i o n F a c i l i t y w i t h a 1 4 1 - s p a c e p a r k a n d r i d e l o t , a
b u s p l a z a w i t h e i g h t l o a d i n g b a y s , c l o s e d c i r c u i t t e l e v i s i o n s y s t e m ( C C T S ) , a n d a
t r a n s i t p l a t f o r m f o r f u t u r e M e t r o l i n k a c c e s s . A l o n g w i t h t h e m a i n f a c i l i t y
A g e n d a I t e m 8 0
3 6 9
improvements there will be street improvements along C Street, and at the
intersection of C Street and SR-74, Rule 20 utilities undergrounding, and
landscaping.
1. Initial Agreement: At its July 9, 2003 meeting, the Commission approved the
selection process and awarded Agreement No. 04-33-007 to Psomas,
formerly known as Pountney Consulting Group, Inc., for the development of
the master plan, environmental clearance, and preliminary design of the
Phase I.
2. Amendment No. 1, Agreement No. 05-33-907: On August 9, 2004,
Amendment No. 1 was executed to simplify the accounting and invoicing
procedures for the agreement and to address the merger of Pountney
Consulting Group, Inc. and Psomas.
3. Amendment No. 2, Agreement No. 04-33-007-02: On, March 14, 2007
Amendment No. 2 was entered into to allocate funding for Psomas to
provide final design and engineering construction support services during the
bid, award, and construction phases of the project. The final design of the
project commenced in March 2007, after receiving environmental clearance
and completion of the master plan. Phase I is a key component of the
downtown Perris revitalization efforts and staff has been working closely
with the city of Perris planning and engineering departments during the final
design of the Phase I. The final design was completed and the project was
advertised on October 1, 2008 with the bids received on November 3, 2008.
The results of the bid opening were presented at the November 12, 2008
Commission meeting with the award to Los Angeles Engineering, Inc. The
construction of the project commenced on January 5, 2009.
4. Amendment No. 3, Agreement No. 04-33-007-03: On February 15, 2008
Amendment No. 3 was executed to supplement the funding for the final
design services from the remaining contingency and to extend the term of
the agreement.
Additional construction support efforts beyond what was anticipated in
Amendment No. 2 have occurred thereby requiring the replenishment of the
engineering construction support funds. Some of these additional efforts are
shown below:
• Assistance in the acquisition of right-of-way, specifically the Chu Property
located at C Street and SR-74, which required drawing revisions and
additional support;
Agenda Item 80
•
370
" C o o r d i n a t i o n w i t h S o u t h e r n C a l i f o r n i a E d i s o n ( S C E ) a n d V e r i z o n f o r t h e
u n d e r g r o u n d i n g o f t h e i r f a c i l i t i e s i n c l u d i n g d r a w i n g r e v i s i o n s t o i n c o r p o r a t e
t h e i r p l a n n e d w o r k ;
" A d d i t i o n a l e f f o r t s t o o b t a i n a p p r o v a l a n d p e r m i t s f r o m t h e R i v e r s i d e C o u n t y
F l o o d C o n t r o l D i s t r i c t ( R C F C D ) ;
" R e v i s i o n s t o t h e t r a f f i c p h a s i n g a n d t r a f f i c c o n t r o l p l a n s t o a d d r e s s C a l i f o r n i a
D e p a r t m e n t o f F o r e s t r y ( C D F ) c o n c e r n s a b o u t e m e r g e n c y v e h i c l e a c c e s s
d u r i n g c o n s t r u c t i o n ;
" C o o r d i n a t i o n e f f o r t s w i t h S T V I n c o r p o r a t e d t o i n c o r p o r a t e t h e P h a s e I - P e r r i s
M u l t i m o d a l T r a n s p o r t a t i o n F a c i l i t y i n t o t h e P e r r i s V a l l e y L i n e d e s i g n ,
i n c l u d i n g i n c o r p o r a t i o n o f f i e l d c h a n g e s t o t h e s t a t i o n d e s i g n ;
" U t i l i t y p o t h o l i n g s e r v i c e s t o d e t e r m i n e t h e p o s i t i v e l o c a t i o n o f a n e x i s t i n g g a s
m a i n i n 2 ' S t r e e t ;
" R e d e s i g n o f t h e e l e c t r i c a l s y s t e m s a n d o t h e r c i v i l s i t e f e a t u r e s t o i n c o r p o r a t e
n e w M e t r o l i n k s t a t i o n d e s i g n s t a n d a r d s a n d f i e l d c h a n g e s t o a d d r e s s t h e
f u t u r e P V L p r o j e c t ; a n d
" R e d e s i g n o f s t r e e t i m p r o v e m e n t s a l o n g S a n J a c i n t o , a t t h e r e q u e s t o f t h e
c i t y o f P e r r i s , t o m o v e t h e c u r b l i n e f r o m 2 7 f e e t t o 3 5 f e e t f r o m c e n t e r l i n e
o f t h e s t r e e t . "
T h i s a m e n d m e n t w i l l c o v e r t h e a d d i t i o n a l c o n s t r u c t i o n s u p p o r t i t e m s , o u t l i n e d
a b o v e , r e p l e n i s h t h e e n g i n e e r i n g c o n s t r u c t i o n s u p p o r t b u d g e t t o a d d r e s s a n y f u t u r e
d e s i g n c h a n g e s t h r o u g h t h e c o m p l e t i o n o f t h e p r o j e c t , a n d t o e x t e n d t h e c o n t r a c t
t e r m u n t i l D e c e m b e r 3 1 , 2 0 1 1 .
B u d g e t S u m m a r y
S t a f f i s c u r r e n t l y w o r k i n g w i t h P s o m a s t o f i n a l i z e t h e d e t a i l e d s c o p e , c o s t , a n d
s c h e d u l e f o r t h e p r o p o s e d A m e n d m e n t N o . 4 . T h e f i n a l s c o p e , c o s t , a n d s c h e d u l e
w i l l b e a t t a c h e d t o t h e a m e n d m e n t , p u r s u a n t t o l e g a l c o u n s e l r e v i e w , p r i o r t o
e x e c u t i o n o f t h e a g r e e m e n t .
A t t h i s t i m e , i t i s a n t i c i p a t e d t h a t t h e c o s t o f t h e p r o p o s e d s e r v i c e s w i l l b e
$ 7 3 , 7 6 9 p l u s a c o n t i n g e n c y o f $ 6 , 2 3 1 f o r a t o t a l n o t t o e x c e e d a m o u n t o f
$ 8 0 , 0 0 0 .
A g e n d a I t e m 8 0
3 7 1
Financial Information
In Fiscal Year Budget:
Yes
Year:
FY 2009/10
Amount:
$80,000
Source of Funds:
Proposition 1 B
Budget Adjustment:
No
GLA No.:
221 33 81304 P3816
Fiscal Procedures Approved:
\Abtida,ji, nod
Date:
05/27/2009
Agenda Item 80
372
"
"
"
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 :
J u n e 1 0 , 2 0 0 9
T O :
R i v e r s i d e C o u n t y T r a n s p o r t a t i o n C o m m i s s i o n
F R O M :
S h e l d o n P e t e r s o n , R a i l M a n a g e r
R o b e r t Y a t e s , M u l t i m o d a l S e r v i c e s D i r e c t o 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 :
P r o p o s e d M e t r o l i n k B u d g e t f o r F i s c a l Y e a r 2 0 0 9 / 1 0
S T A F F R E C O M M E N D A T I O N :
T h i s i t e m i s f o r t h e C o m m i s s i o n t o :
1 ) A d o p t t h e p r e l i m i n a r y F Y 2 0 0 9 / 1 0 M e t r o l i n k o p e r a t i n g a n d c a p i t a l b u d g e t ;
2 �% A l l o c a t e t h e C o m m i s s i o n ' s f u n d i n g c o m m i t m e n t t o t h e S o u t h e r n C a l i f o r n i a
R e g i o n a l R a i l A u t h o r i t y ( S C R R A ) i n a n a m o u n t n o t t o e x c e e d o f $ 6 , 5 0 2 , 9 0 0
i n L o c a l T r a n s p o r t a t i o n F u n d ( L T F ) f u n d f o r t r a i n o p e r a t i o n s a n d
m a i n t e n a n c e - o f - w a y , a n d $ 2 1 , 9 1 2 , 2 0 0 f o r c a p i t a l p r o j e c t s t o b e f u n d e d b y
F e d e r a l T r a n s i t A d m i n i s t r a t i o n ( F T A ) S e c t i o n 5 3 0 7 , A m e r i c a n R e c o v e r y a n d
R e i n v e s t m e n t A c t ( A R R A ) f u n d s , S t a t e T r a n s i t A s s i s t a n c e ( S T A ) f u n d s a n d
L T F ; a n d
3 ) A u t h o r i z e t h e S C R R A t o a p p l y $ 1 5 5 , 2 0 0 o f t h e C o m m i s s i o n ' s p r i o r y e a r
c a r r y o v e r f u n d s t o t h e F Y 2 0 0 9 / 1 0 o p e r a t i n g b u d g e t t o c o v e r a n
u n a n t i c i p a t e d i n c r e a s e i n t h e l i a b i l i t y i n s u r a n c e p r e m i u m s .
B A C K G R O U N D I N F O R M A T I O N :
B y v i r t u e o f t h e j o i n t p o w e r s a g r e e m e n t , t h e f i v e m e m b e r a g e n c i e s , w h i c h
c o m p r i s e t h e S C R R A , m u s t f o r m a l l y c o m m i t t o f u n d i t s p r o p o r t i o n a t e s h a r e s o f
c o m m u t e r r a i l o p e r a t i n g a n d c a p i t a l c o s t s . E a c h m e m b e r a g e n c y m u s t a p p r o v e t h e
b u d g e t b e f o r e a d o p t i o n o f a f i n a l b u d g e t b y t h e M e t r o l i n k B o a r d , n o l a t e r t h a n
J u n e 3 0 , 2 0 0 9 . S e r v i c e a n d f u n d i n g l e v e l s a r e l i m i t e d b y t h e p o l i c y a n d b u d g e t
c o n s t r a i n t s o f t h e m e m b e r a g e n c i e s a n d a r e n e g o t i a t e d e a c h y e a r .
F Y 2 0 0 8 / 0 9 N o t a b l e A c c o m p l i s h m e n t s
" A g g r e s s i v e s a f e t y r e s p o n s e a f t e r C h a t s w o r t h i n c i d e n t w i t h a P e e r S a f e t y
R e v i e w , i n c r e a s e d e f f i c i e n c y t e s t i n g , s e c o n d s e t o f e y e s i n t h e c a b , i n w a r d
a n d o u t w a r d v i d e o c a m e r a , e x p a n d e d A u t o m a t i c T r a i n S t o p , a d d i t i o n a l
o v e r s i g h t , a n d t h e i n i t i a t i o n o f d e v e l o p m e n t o f P o s i t i v e T r a i n C o n t r o l .
A g e n d a I t e m 8 P
3 7 3
" C o n t i n u e d s t e a d y g r o w t h o n t h e y e a r r o u n d I n l a n d E m p i r e - O r a n g e C o u n t y
( I E O C ) w e e k e n d s e r v i c e .
" C o n t i n u e d e f f o r t s f r o m U n i o n P a c i f i c f o r b e t t e r o n - t i m e p e r f o r m a n c e o n t h e
R i v e r s i d e L i n e w i t h p e r f o r m a n c e a t o r a b o v e t h e t a r g e t l e v e l o f 9 5 % f o r m o s t
o f t h e y e a r .
" C o n t i n u e d c o n s t r u c t i o n o n t h e E a s t e r n M a i n t e n a n c e F a c i l i t y ( E M F ) i n C o l t o n .
" D e l i v e r y o f 1 5 M o t i v e P o w e r l o c o m o t i v e s w i t h t h e c l e a n e s t d i e s e l - e l e c t r i c
t e c h n o l o g y a v a i l a b l e .
" C o n t i n u e d d e v e l o p m e n t o f n e w r a i l p a s s e n g e r c a r s w i t h t h e f i r s t t o b e
d e l i v e r e d i n l a t e 2 0 0 9 .
R i v e r s i d e C o u n t y S e r v i c e I m p a c t P r o p o s e d f o r F Y 2 0 0 9 / 1 0
T h r e e M e t r o l i n k c o m m u t e r r a i l l i n e s t r a v e r s e R i v e r s i d e C o u n t y : t h e R i v e r s i d e L i n e ,
t h e I E O C L i n e , a n d t h e 9 1 L i n e . T h e F Y 2 0 0 9 / 1 0 d r a f t M e t r o l i n k b u d g e t p r o p o s e s
n o c h a n g e i n s e r v i c e l e v e l s a t t h i s t i m e . W i t h t h e e c o n o m i c s l o w d o w n a n d d r o p i n
s a l e s t a x r e v e n u e , M e t r o l i n k h a s i n i t i a t e d a n e v a l u a t i o n o f p o t e n t i a l c o s t s a v i n g s i f
s e r v i c e l e v e l r e d u c t i o n s w e r e i m p l e m e n t e d . C u r r e n t l y n o s e r v i c e r e d u c t i o n s a r e
p l a n n e d . I n a d d i t i o n , t h e M e t r o l i n k B o a r d a p p r o v e d a 3 . 0 % a v e r a g e f a r e i n c r e a s e
d u e t o r e s t r u c t u r i n g o f f a r e s f r o m z o n e t o d i s t a n c e - b a s e d c a l c u l a t i o n a n d i n c r e a s i n g
e x p e n s e s .
C o m m i s s i o n ' s F Y 2 0 0 9 / 1 0 O p e r a t i n g S u b s i d y R e m a i n s C o n s t a n t
T h e C o m m i s s i o n ' s p r o p o s e d f u n d i n g o b l i g a t i o n t o S C R R A i n c l u d e s a $ 6 , 5 0 2 , 9 0 0
s u b s i d y f o r o p e r a t i o n s a n d m a i n t e n a n c e - o f - w a y , w h i c h r e p r e s e n t s a $ 2 6 , 8 0 0
d e c r e a s e o r l e s s t h a n 1 % c h a n g e o v e r t h e i n i t i a l F Y 2 0 0 8 / 0 9 b u d g e t . T h e
o p e r a t i n g s u b s i d y w i l l c o m e f r o m L T F . S t a f f a l s o r e q u e s t s t h e C o m m i s s i o n t o
a u t h o r i z e S C R R A t o a p p l y $ 1 5 5 , 2 0 0 o f t h e C o m m i s s i o n ' s p r i o r y e a r c a r r y o v e r
f u n d s t o t h e F Y 2 0 0 9 / 1 0 o p e r a t i n g b u d g e t t o c o v e r a n u n a n t i c i p a t e d i n c r e a s e i n
t h e l i a b i l i t y i n s u r a n c e p r e m i u m s . T h i s a m o u n t i s t h e C o m m i s s i o n ' s s h a r e o f t h e
o v e r a l l i n s u r a n c e i n c r e a s e b a s e d o n t h e t r a i n m i l e c o s t a l l o c a t i o n f o r m u l a .
S C R R A B u d g e t P r i o r i t i e s
1 . C o n t i n u e i m p l e m e n t a t i o n o f o n g o i n g s a f e t y i m p r o v e m e n t s a n d p e e r r e v i e w
p a n e l r e c o m m e n d a t i o n s ( o p e r a t i n g a n d c a p i t a l ) .
2 . P r e s e r v e c u r r e n t s e r v i c e l e v e l s o f 1 4 9 w e e k d a y t r a i n s .
3 . I n c o r p o r a t e f l e e t a d d i t i o n s ( n e w r a i l c a r s ) .
4 . I n t e g r a t e a n d o p e n t h e n e w l y c o n s t r u c t e d E M F .
5 . I m p r o v e c u s t o m e r a n d s t a k e h o l d e r c o m m u n i c a t i o n s .
6 . E x a m i n e t h e i m p a c t s o f i n c r e a s i n g o v e r n i g h t r e s t f o r t r a i n c r e w s t o n i n e o r
m o r e h o u r s .
A g e n d a I t e m 8 P
"
"
3 7 4
"
"
7 . M a i n t a i n l e v e l o f o p e r a t i o n s a t o r b e l o w c u r r e n t a g g r e g a t e m e m b e r a g e n c y
c o n t r i b u t i o n s
O p e r a t i n g C o s t O v e r v i e w
T h e o v e r a l l M e t r o l i n k F Y 2 0 0 9 / 1 0 o p e r a t i n g b u d g e t i s $ 2 . 1 m i l l i o n o r 1 . 5 % g r e a t e r
t h a n t h e a m e n d e d F Y 2 0 0 8 / 0 9 b u d g e t . T h e f o l l o w i n g e l e m e n t s r e p r e s e n t t h e
v a r i o u s c h a n g e s :
" A d e c r e a s e i n t h e c o s t o f u l t r a l o w s u l f u r d i e s e l f u e l f r o m $ 3 . 2 5 p e r g a l l o n
i n t h e F Y 2 0 0 8 / 0 9 b u d g e t t o $ 2 . 0 5 p e r g a l l o n p r o j e c t e d f o r F Y 2 0 0 9 / 1 0 ,
w h i c h r e s u l t s i n a d e c r e a s e o f $ 1 . 2 0 p e r g a l l o n o r a n a n n u a l s a v i n g s o f
$ 7 . 4 m i l l i o n . A p p r o x i m a t e l y 2 / 3 o f t h e F Y 2 0 0 9 / 1 0 f u e l r e q u i r e m e n t s h a v e
b e e n l o c k e d i n w i t h a f o r w a r d p u r c h a s e a g r e e m e n t . T h i s c o s t s a v i n g s h e l p s
t o b a l a n c e o t h e r c o s t i n c r e a s e s i n t h e o p e r a t i n g b u d g e t .
" E q u i p m e n t m a i n t e n a n c e e x p e n s e s a r e i n c r e a s i n g b o t h a s a r e s u l t o f
c o n t r a c t u a l l y m a n d a t e d c o s t e s c a l a t i o n a s w e l l a s t h e a d d i t i o n o f n e w s t a f f
t o s u p p o r t t h e m a i n t e n a n c e o f n e w l o c o m o t i v e s r e c e i v e d i n F Y 2 0 0 8 / 0 9 ,
a n d n e w r a i l c a r s a n t i c i p a t e d i n F Y 2 0 0 9 / 1 0 . T h i s i s a n e t i n c r e a s e o f
$ 5 . 0 m i l l i o n o r 2 1 . 4 % o v e r t h e F Y 2 0 0 8 / 0 9 b u d g e t .
" T h e a g e n c y ' s i n s u r a n c e p r o g r a m a l s o w i l l i n c r e a s e b y a p p r o x i m a t e l y 3 0 %
f r o m t h e p r i o r y e a r o r i g i n a l b u d g e t , d u e t o i n c r e a s e d c o s t s o f p r e m i u m s ,
a n t i c i p a t e d c l a i m s , l e g a l e x p e n s e s , a n d o t h e r i t e m s r e l a t e d t o t h e
S e p t e m b e r 2 0 0 8 i n c i d e n t i n C h a t s w o r t h .
" I n a d d i t i o n t h e r e w i l l b e a s t a f f i n g i n c r e a s e t o i m p r o v e o p e r a t i o n s a n d
e q u i p m e n t o v e r s i g h t . T h i s i n c l u d e s f o u r o p e r a t i o n s p o s i t i o n s i n c l u d i n g r o a d
f o r e m a n o f e n g i n e s , n e w p o s i t i o n s i n e q u i p m e n t m a i n t e n a n c e t o a d d r e s s t h e
n e w r a i l c a r s , a n d a n e w o p e r a t i o n s p o s i t i o n t o o v e r s e e i m p l e m e n t a t i o n o f
e l e c t r o n i c m e d i a s u c h a s t h e e l e c t r o n i c p a s s e n g e r i n f o r m a t i o n s y s t e m u n d e r
d e v e l o p m e n t . I n o r d e r t o f u r t h e r c o n t r o l c o s t s , t h e r e a r e n o i n c r e a s e s i n
s a l a r i e s a n d w a g e s i n c l u d e d i n t h e b u d g e t .
C a p i t a l C o n t r i b u t i o n
T h e C o m m i s s i o n ' s n e w c a p i t a l a n d c a p i t a l r e n o v a t i o n o b l i g a t i o n f o r F Y 2 0 0 9 / 1 0 i s
p r o j e c t e d a t $ 3 , 0 6 6 , 6 0 0 . O f t h a t t o t a l , $ 1 . 6 7 m i l l i o n w i l l b e f u n d e d w i t h A R R A
f u n d s a p p l i e d t o R i v e r s i d e C o u n t y s i g n a l i m p r o v e m e n t s . T h e r e m a i n i n g
$ 1 , 3 9 6 , 6 0 0 w i l l b e f u n d e d w i t h F T A 5 3 0 7 g r a n t f u n d s u s e d f o r v a r i o u s p r o j e c t s
i n c l u d i n g r e h a b i l i t a t i o n a n d r e n o v a t i o n o f r o l l i n g s t o c k a n d t r a c k p r o j e c t s , p a s s e n g e r
s i g n r e h a b i l i t a t i o n , e l e c t r o n i c p a s s e n g e r i n f o r m a t i o n s y s t e m , L A U n i o n s t a t i o n
c a n o p y r e h a b i l i t a t i o n , a n d o n r a i l e q u i p m e n t .
A g e n d a I t e m 8 P
3 7 5
In April 2008, the Commission authorized SCRRA to use $4,785,600 in ARRA
funds for Positive Train Control and $760,000 in ARRA funds for safety and
security improvements to the Keller Street Yard. There is an additional investment
of $13.3 million of the Commission's capital funds to exercise an option for seven
additional rail cars in the current procurement. The source of these funds will be
combination of LTF and STA. Once received these cars will be used to add cars to
crowded trains or add service frequencies on the 91 Line or IEOC routes.
Summary Financial Subsidy Impact to Commission
The proposed Commission operating subsidy of $6,502,900 represents 4% of the
$169.2 million Metrolink operating budget and will be funded with LTF funds. The
total capital rehabilitation project subsidy of $3,066,600 represents 6.5% of the
$46.7 million capital rehabilitation budget and will be funded with a combination of
FTA 5307 funds and ARRA funds. The remaining $18,545,600 in capital funds
will be used directly to expand capacity and improve safety for the Metrolink
system with direct benefits to Riverside County residents. These funds are a
combination of ARRA, LTF, and STA funds. The FTA Section 5307 and ARRA
funds do not pass -through the Commission and are received directly by SCRRA.
Systemwide
In FY 2009/10, Metrolink will celebrate its 17`h year providing Metrolink commuter
rail service in Southern California. Opening with three lines and 12 stations in
October 1992, the SCRRA today operates over 512 route miles on seven lines,
serving 55 stations in six counties. Average weekday ridership is projected to total
over 43,000 one-way trips. The resulting fare box revenue is projected at
$79.2 million or 9.3% over the current year budget. The system anticipates
modest growth of 2.8% for weekday riders and with the 3% fare increase there is
a 9.3% increase in fare revenues over the previous year's budget.
Fare revenues represent 47.0% of total operating expenses. Member agency
contributions of $74.4 million for operations represent approximately 44% of total
operating expenses resulting in revenue recovery in the budget of 56.3%, one of
the higher revenue recovery ratios among commuter rail properties nationwide.
In 2004, the Metrolink Board approved a 10-year fare restructuring program that
began July 1, 2005, and changed the method for calculating fares to one based on
the driving mileage between stations. The 10-year fare restructuring program
included an underlying average annual fare increase of 3.5%. Due to concerns
about the economy the Metrolink Board reduced the proposed fare increase to
3.0% for this coming fiscal year to take effect August 1, 2009.
Agenda Item 8P
•
•
376
"
T h e p r e l i m i n a r y F Y 2 0 0 9 / 1 0 c o m b i n e d M e t r o l i n k b u d g e t i s $ 5 9 2 . 8 m i l l i o n . T h e
o p e r a t i n g b u d g e t i s $ 1 6 9 . 2 m i l l i o n , a n i n c r e a s e o f 2 . 9 6 % f r o m t h e a m e n d e d
F Y 2 0 0 8 / 0 9 b u d g e t . T h e c a p i t a l b u d g e t i s $ 4 2 3 . 6 m i l l i o n m a d e u p o f r e h a b i l i t a t i o n
a n d r e n o v a t i o n a t $ 7 9 . 9 m i l l i o n a n d a n e w c a p i t a l p r o j e c t s b u d g e t o f
$ 3 4 3 . 7 m i l l i o n . A l a r g e p o r t i o n o f t h e c a p i t a l b u d g e t r e p r e s e n t s t h e c u r r e n t
p r o c u r e m e n t o f a d d i t i o n a l r o l l i n g s t o c k .
T h e F Y 2 0 0 9 / 1 0 M e t r o l i o n k b u d g e t d e v e l o p m e n t p r o c e s s w a s v e r y d i f f i c u l t t h i s
y e a r . A l t h o u g h t h r o u g h t o u g h b u d g e t c u t s a n d a s i g n i f i c a n t d r o p i n f u e l p r i c e s ,
S C R R A w a s a b l e t o c r e a t e a b u d g e t w i t h a r e l a t i v e l y n e u t r a l i m p a c t o n t h e m e m b e r
a g e n c i e s ' s u b s i d i e s . T h e f o r e c a s t f o r n e x t f i s c a l y e a r i s n o t p r o m i s i n g w i t h
i n c r e a s i n g c o s t o b l i g a t i o n s a n d r e d u c e d s a l e s t a x f u n d i n g . S t a f f a t S C R R A a n d a l l
t h e m e m b e r a g e n c i e s w i l l b e w o r k i n g t h r o u g h o u t t h e y e a r t o t r y t o a n t i c i p a t e a n d
a d d r e s s a s i g n i f i c a n t f i n a n c i a l c h a l l e n g e t h a t i s p r o j e c t e d f o r t h e F Y 2 0 1 0 / 1 1
b u d g e t y e a r .
F i n a n c i a l I n f o r m a t i o n
I n F i s c a l Y e a r B u d g e t :
Y e s
Y e a r :
F Y 2 0 0 9 / 1 0
A m o u n t :
$ 1 9 , 8 0 2 , 9 0 0
O p e r a t i o n s - L T F
S o u r c e o f F u n d s :
C a p i t a l : S T A , L T F
F T A S e c t i o n 5 3 0 7 a n d A R R A f u n d s
B u d g e t
N o
d o n o t p a s s t h r o u g h C o m m i s s i o n
A d j u s t m e n t :
b u d g e t .
G L A N o . :
1 0 3 2 5 8 6 1 0 1 P 4 1 9 9 $ 6 , 5 0 2 , 9 0 0
1 0 3 2 5 8 6 1 0 2 P 4 1 9 9 $ 1 3 , 3 0 0 , 0 0 0
F i s c a l P r o c e d u r e s A p p r o v e d :
\ A , . ,
D a t e :
0 5 / 2 1 / 2 0 0 9
A t t a c h m e n t : M e t r o l i n k F Y 2 0 0 9 / 1 0 B u d g e t O p e r a t i n g S u b s i d y A l l o c a t i o n b y
C o u n t y
A g e n d a I t e m 8 P
3 7 7
"
S O U T H E R N C A L I F O R N I A R E G I O N A L R A I L A U T H O R I T Y
F I S C A L Y E A R 2 0 0 9 - 1 0 B U D G E T
O P E R A T I N G S U B S I D Y A L L O C A T I O N B Y C O U N T Y
( $ 0 0 0 s )
T o t a l
F Y 0 9 - 1 0
L A C M T A
S h a r e
O C T A
S h a r e
R C T C
S h a r e
S A N B A G
S h a r e
V C T C
S h a r e
E x p e n s e s
T r a i n O p e r a t i o n s & S e r v i c e s
$ 1 0 4 , 7 4 8 . 6
$ 5 4 , 1 6 8 . 9
$ 2 3 , 6 6 3 . 1
$ 8 , 1 3 9 . 7
$ 1 3 , 7 2 8 . 7
$ 5 , 0 4 8 . 2
M a i n t e n a n c e - o f - W a y
2 7 , 2 7 1 . 0
1 6 , 0 0 9 . 7
5 , 2 1 9 . 6
7 7 5 . 2
3 , 5 3 7 . 6
1 , 7 2 8 9
A d m i n i s t r a t i o n & S e r v i c e s
2 0 , 7 1 6 . 7
1 0 , 4 3 1 . 2
3 , 7 8 9 . 0
2 , 1 1 8 . 0
2 , 1 9 4 . 8
2 , 1 8 3 . 8
I n s u r a n c e
1 6 , 4 8 8 . 4
8 , 5 8 9 . 7
3 , 8 8 4 . 5
1 , 2 7 9 . 4
2 , 0 7 2 . 2
6 6 2 . 6
T o t a l E x p e n s e s I n c l . M O W
$ 1 6 9 , 2 2 4 . 7
$ 8 9 , 1 9 9 . 5
$ 3 6 , 5 5 6 . 2
L $ 1 2 , 3 1 2 . 3
$ 2 1 , 5 3 3 . 2
$ 9 , 6 2 3 . 5
R e v e n u e s
G r o s s F a r e b o x
7 9 , 1 7 3 . 8
4 2 , 0 1 2 . 0
1 8 , 0 6 9 . 2
5 , 6 5 4 . 8
1 0 , 7 9 6 . 3
2 , 6 4 1 . 5
D i s p a t c h i n g
2 , 9 9 2 . 3
1 , 5 1 3 . 9
9 5 3 . 1
3 1 . 2
1 1 1 . 2
3 8 2 . 9
O t h e r O p e r a t i n g
1 , 5 / 2 . 7
9 3 8 . 7
2 9 0 . 9
1 2 3 . 4
1 5 5 . 7
6 4 . 1
M a i n t e n a n c e - o f - W a y
1 1 , 0 9 9 . 0
7 , 0 7 0 . 1
2 , 1 7 8 . 7
0 . 0
1 , 1 1 6 . 0
7 3 4 . 2
T o t a l R e v e n u e s
$ 9 4 , 8 3 7 . 8
$ 5 1 , 5 3 4 . 7
$ 2 1 , 4 9 1 . 9
$ 5 , 8 0 9 . 4
$ 1 2 , 1 7 9 . 2
$ 3 , 8 2 2 . 6
T o t a l C o u n t y A l l o c a t i o n
$ 7 4 , 3 8 7 . 0
$ 3 7 , 6 6 4 . 8
$ 1 5 , 0 6 4 . 3
$ 6 , 5 0 2 . 9
$ 9 , 3 5 4 . 0
$ 5 , 8 0 0 . 9
F Y 2 0 0 8 - 0 9 B u d g e t
7 7 , 5 8 8 . 7
3 9 , 6 5 5 . 1
1 6 , 1 1 0 . 0
6 , 8 3 8 . 5
9 , 0 5 8 . 5
5 , 9 2 6 . 5
I n c r e a s e / ( D e c r e a s e )
( 3 , 2 0 1 . 7 )
( 1 , 9 9 0 . 3 )
( 1 , 0 4 5 . 7 )
( 3 3 5 . 6 )
2 9 5 . 5
( 1 2 5 . 6 )
P e r c e n t a g e C h a n g e
( 4 . 1 3 V 0 )
( 5 . 0 2 % )
( 6 . 4 9 % )
( 4 . 9 1 % )
3 . 2 6 %
( 2 . 1 2 % )
��3 8 7 8
RIVERSIDE COUNTY TRANSPORTATION COMMISSION
DATE:
June 10, 2009
TO:
Riverside County Transportation Commission
FROM:
Sheldon Peterson, Rail Manager
THROUGH:
Anne Mayer, Executive Director
SUBJECT:
Implementation of Security Cart Program at the Commuter Rail
Stations
STAFF RECOMMENDATION:
This item is for the Commission to:
1) Approve implementation of a security cart program at the three largest
Commission -owned commuter rail Metrolink stations, with capital
expenditures not to exceed of $50,000 and operating expenditures not to
exceed $10,000 a year; and
2► Authorize the Executive Director, pursuant to legal counsel review, to
purchase equipment and services to implement the aspects of this program
on behalf of the Commission.
BACKGROUND INFORMATION:
The Commission owns and operates the five Metrolink commuter rail stations in
Riverside County and is responsible for the safety and security of the Metrolink
riders and station facilities. The Commission relies on a security guard contractor
to be the primary onsite presence to address safety, security, and customer service
responsibilities. The current staffing plan has 24-hour guard service at all five
Metrolink stations. The challenge to conduct effective security foot patrols with a
limited number of people at stations has expanded significantly in size over the
years. For example, the Downtown Riverside station, which originally had
approximately 500 spaces now has 1,140 spaces in four separate parking lots.
The La Sierra station has 1,065 parking spaces and 500 more will be added in the
near future. At the North Main Corona station, the new parking structure is six
stories with 1,000 spaces and the station will also retain 300 surface level parking
spaces. The West Corona and Pedley stations have fewer parking spaces, but are
spread out with multiple entrances and bus driveways. With the expanded lots, it
is critical to have a visible security presence and a better ability to respond quickly
to emergencies. Implementing a security cart program at the stations can address
these issues.
Agenda Item 8Q
379
Security Cart Program
The initial approach was to develop a program that would provide security carts at
all five of the stations. However, after a detailed cost benefit analysis, it was
determined that the smaller stations of Pedley and West Corona could do without
the carts for now. For Downtown Riverside, La Sierra, and North Main Corona, the
security cart program will have several significant benefits including:
• Increased patrols and coverage in the parking lots both during the day and
night shifts.
• A viable patrol of the new Corona parking structure, which would be
extremely difficult without a security cart.
• A security cart patrolling with a flashing light will pose a significant deterrent
to criminal activity compared to a guard at the platform that is not visible
from the street.
• Guards will be able to respond quicker to incidents and could transport
barriers or cones to isolate areas if needed.
• Guards will be able to open and close driveway and access gates at the ends
of the parking lots more efficiently.
• Guards could patrol the frontage of the stations, parking lots, and parking
structure to protect against graffiti or vandalism.
• Guards will be less fatigued for the duration of the shift and more alert if
they are not required to do constant foot patrols of the parking lots.
The proposal moving forward is to purchase three new 2009 street legal electric
12v-48v golf carts. These will be highly visible vehicles that will include a flashing
light, security decals, and cargo boxes. In addition, a storage shed with electricity
will need to be constructed at Downtown Riverside and La Sierra Metrolink stations
to store, secure, and charge the vehicles when not in use. There is a secured
space in the new North Main Corona parking structure to store and recharge the
vehicle.
As a general operating policy, the guards will continue to work on foot at the
platforms during peak periods with significant passenger activity. During slow
periods, midday, and after hours the guards will utilize the carts to patrol the
parking lots and structure, close and open gates, and provide a visible deterrent to
any unauthorized activity at the station. The guards will be responsible for the
carts' security at all times and will lock and keep the carts charged while not in
use. The current guard contractor is supportive of this concept and would
appreciate the additional resources to better secure the stations.
The Commission will need to provide insurance, although the current security
contractor's insurance policy covers the guards when operating the carts.
Additional operating expenses include an annual maintenance contract for the
Agenda Item 8Q
•
•
380
"
"
c a r t s , r e p a i r s t o b o t h t h e c a r t s a n d t h e s t o r a g e b u i l d i n g s a n d a d d e d u t i l i t i e s t o
c h a r g e t h e c a r t s .
S e c u r i t y C a r t E x a m p l e :
C o s t B e n e f i t A n a l y s i s
B e f o r e b r i n g i n g t h i s p r o p o s a l t o t h e C o m m i s s i o n , s t a f f p e r f o r m e d a d e t a i l e d
c o s t / b e n e f i t a n a l y s i s f o r t h e p r o g r a m . G i v e n t h e c u r r e n t e c o n o m i c s i t u a t i o n , i t w a s
i m p o r t a n t t o b e a b l e t o j u s t i f y b o t h t h e i n i t i a l c a p i t a l e x p e n d i t u r e a n d o n g o i n g
o p e r a t i n g e x p e n d i t u r e s . F o r e a c h c o s t e l e m e n t , s e v e r a l b i d s w e r e r e c e i v e d f r o m
m u l t i p l e v e n d o r s a n d t h e c a r t s p e c i f i c a t i o n s w e r e r e v i e w e d b y b o t h s t a f f a n d t h e
s e c u r i t y g u a r d m a n a g e m e n t . T h e c o s t b r e a k d o w n s a r e a s f o l l o w s :
T a b l e 1 : C a p i t a l C o s t s
S t a t i o n
P a r k i n g S t o r a g e
S t a t i o n S p a c e s C a r t C o s t B u i l d i n g
D o w n t o w n R i v e r s i d e
N o r t h M a i n C o r o n a
L a S i e r r a
W e s t C o r o n a
P e d l e y
T o t a l s
1 , 1 4 0
1 , 3 0 0
1 , 0 6 5
5 6 4
2 8 8
$ 8 , 5 3 8
$ 8 , 5 3 8
$ 8 , 5 3 8
$ 8 , 5 3 8
$ 8 , 5 3 8
$ 4 , 1 3 6
$ 0
$ 4 , 1 3 6
$ 4 , 1 3 6
$ 4 , 1 3 6
C e m e n t
F o u n d a t i o n E l e c t r i c a l T o t a l s
$ 1 5 , 7 9 9
$ 8 , 5 3 8
$ 2 3 , 2 1 9
$ 2 1 , 1 9 4
$ 2 3 , 2 4 4
$ 9 1 , 9 9 4
$ 0
$ 0
$ 7 , 0 6 0
$ 5 , 1 2 0
$ 4 , 8 6 0
$ 3 , 1 2 5
$ 0
$ 3 , 4 8 5
$ 3 , 4 0 0
$ 5 , 7 1 0
4 , 3 5 7
$ 4 2 , 6 9 0
3 L a r g e r S t a t i o n T o t a l s $ 2 5 , 6 1 4
A g e n d a I t e m 8 0
$ 1 6 . 5 4 4
$ 1 7 , 0 4 0
$ 8 , 2 7 2 $ 7 , 0 6 0
$ 1 5 , 7 2 0
$ 6 , 6 1 0 $ 4 7 , 5 5 6
3 8 1
Table 2: Operating Costs
Station
Annual
Maintenance
Repairs Repairs
Cart Building Insurance Utilities Totals
Downtown Riverside $310 $1,000 $500 $1,000 $300 $3,110
North Main Corona $310 $1,000 $ 0 $1,000 $300 $2,610
La Sierra $310 $1,000 $500 $1,000 $300 $3,110
West Corona $310 $1,000 $500 $1,000 $300 $3,110
Pedley $310 $1,000 $500 $1,000 $300 $3,110
Totals
$1,550 $5,000 $2,000 $ 5,000 $1,500 $15,050
3 Larger Station Totals $930 $3,000 $1,000 $3,000 $900 $8,830
Table 1 illustrates that the capital costs estimates are reduced significantly to
$47,556 for only Downtown Riverside, La Sierra, and North Main Corona Metrolink
stations compared to the original plan for carts at all five stations. The operating
costs displayed in Table 2 are also decreased proportionally. This modified
approach will provide the best security coverage at the lowest cost for the
Commission. The security guard contractor also supports this modified program.
Staff recommends the approval of the security cart program as described. Funding
for this program is currently included in the FY 2009/10 proposed budget. The
capital expenditure elements of the program including a small contingency should
not exceed $50,000. This funding will come from Commuter Rail's Proposition 1B
Public Transit Security Grant Program (TSGP). The annual operating funds of
approximately $10,000 with contingency will be funded with the Local
Transportation Fund (LTF) funds.
Financial Information
In Fiscal Year Budget:
Yes
Year:
FY 2009/10
Amount:
$60,000
Source of Funds:
Prop 1 B TSGP, LTF
Budget Ad ustment:
No
GLA No.:
221 33 90701 P4012 $50,000
103 24 73003, 73315 P4001, P4003,
P4006 $10,000
Fiscal Procedures Approved:
\a,34$
Date:
05/26/2009
Agenda Item 8Q
382
"
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 / S S / O N
D A T E :
J u n e 1 0 , 2 0 0 9
T O :
R i v e r s i d e C o u n t y T r a n s p o r t a t i o n C o m m i s s i o n
F R O M :
S h e l d o n P e t e r s o n , R a i l M a n a g e r
M a r k M a s s m a n , B e c h t e l P r o j e c t M a n a g e r
B i l l B i e h l , B e c h t e l P r o j e c t C o o r d i n a t o 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 :
A g r e e m e n t w i t h C a l i b e r P a v i n g C o m p a n y , I n c . f o r R e h a b i l i t a t i o n o f
t h e C o m m u t e r R a i l S t a t i o n P a r k i n g L o t s
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 w a r d A g r e e m e n t N o . 0 9 - 2 4 - 0 6 3 - 0 0 t o C a l i b e r P a v i n g C o m p a n y , I n c . f o r
r e p a i r s , p a v i n g , s l u r r y s e a l i n g , a n d s t r i p i n g o f v a r i o u s C o m m i s s i o n - o w n e d
c o m m u t e r r a i l s t a t i o n p a r k i n g l o t s f o r t h e M e t r o l i n k S t a t i o n R e h a b i l i t a t i o n a n d
M a i n t e n a n c e P l a n ( P l a n ) f o r a n o t t o e x c e e d a m o u n t o f $ 7 9 0 , 8 8 6 ; a n d
" 2 ) A u t h o r i z e t h e C h a i r , p u r s u a n t t o l e g a l c o u n s e l r e v i e w , t o e x e c u t e t h e
a g r e e m e n t o n b e h a l f o f t h e C o m m i s s i o n .
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 A p r i l 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 t h e P l a n a n d d i r e c t e d s t a f f t o
i m p l e m e n t t h e r e c o m m e n d a t i o n s n e e d e d t o m a k e i m p r o v e m e n t s t h a t i n c r e a s e t h e
l i f e o f t h e a s s e t s a t t h e f i v e C o m m i s s i o n - o w n e d c o m m u t e r r a i l s t a t i o n s , i n c l u d i n g
t h e r e h a b i l i t a t i o n a n d i m p r o v e m e n t o f t h e v a r i o u s s t a t i o n p a r k i n g l o t s .
T h e P l a n i d e n t i f i e d t h e p a v e m e n t a s n e e d i n g u r g e n t a t t e n t i o n t o a r e a s e x p e r i e n c i n g
s i g n i f i c a n t d e t e r i o r a t i o n . I n a d d i t i o n , t h e P l a n a l s o i d e n t i f i e d t h e n e e d t o r e s e a l a n d
r e s t r i p e t h e p a r k i n g l o t s i n o r d e r t o e x t e n d i t s u s e f u l l i f e .
T h e r e m e d i a l w o r k i d e n t i f i e d i n t h e P l a n a n d r e q u i r e d t o r e h a b i l i t a t e t h e p a r k i n g l o t s
i n c l u d e s s a w c u t t i n g a n d r e m o v i n g t h e a s p h a l t , a g g r e g a t e b a s e m a t e r i a l a n d
r e p l a c e m e n t w i t h n e w a g g r e g a t e b a s e , a n d n e w a s p h a l t p a v i n g . F o r t h e b u s l o o p s
a t t h e D o w n t o w n R i v e r s i d e a n d L a S i e r r a M e t r o l i n k s t a t i o n s t h e r e m e d i a l w o r k
i n c l u d e s r e p l a c i n g t h e s e v e r e l y d a m a g e d a s p h a l t w i t h c o n c r e t e . T h e P e d l e y
M e t r o l i n k s t a t i o n r e q u i r e s a d d i t i o n a l w o r k n e c e s s a r y t o r e m o v e l o w s p o t s t o
p r e v e n t p o n d i n g . I n a l l p a r k i n g l o t s , t h e w o r k i n c l u d e s s e a l i n g o f c r a c k s , s l u r r y
s e a l i n g o f t h e e n t i r e s u r f a c e , r e s t r i p i n g , a n d r e p a i n t i n g c u r b s .
A g e n d a I t e m 8 R
3 8 3
The replacement of asphalt with concrete paving for the bus loops at the
Downtown Riverside and La Sierra Metrolink stations will minimize the long-term
need to maintain the paving where heavy bus traffic occurs. Concrete paving
typically requires minimal maintenance and is estimated to last 20 to 30 years,
whereas asphalt paving will require periodic maintenance involving resealing and
restriping and crack repairs as needed, estimated at two to three year intervals.
The estimated cost differential for concrete in lieu of asphalt for the identified bus
loops is $60,000.
On April 16, 2009, the Commission released an invitation for bids (IFB) to provide
contract services in support of the Plan. The Plan requires that the contractor:
1. Perform asphalt grinding and removal;
2. Perform aggregate base material removal and replacement;
3. Install replacement asphalt and concrete paving;
4. Prepare and seal existing cracks;
5. Slurry seal parking lot surfaces; and
6. Repaint and restripe parking lot surfaces and curbs.
The rehabilitation of the parking lots, if approved, is anticipated to be completed
within six months of notice to proceed. Work will be performed during the
weekends and at night to minimize disruption to normal commuter rail station
operations.
Selection Process
The calendar of events was as follows:
Distribution of IFB
Pre -Bid Meeting (not mandatory)
Bids were Delivered to the Commission prior to 2 p.m.
Apparent Low Bidder Announced
April 16, 2009
April 23, 2009
May 14, 2009
May 14, 2009
A panel of representatives from the Commission and Bechtel was assembled to
open and announce the bids of the six proposals received. The apparent low bidder
was announced and a panel of representatives from the Commission and Bechtel
was assembled to review the apparent low bidder's bid for responsiveness and
completeness.
Agenda Item 8R
•
•
384
"
"
C o s t A n a l y s i s
T h e e n g i n e e r s e s t i m a t e f o r t h e p r o j e c t w a s $ 8 5 0 , 0 0 0 . S i x b i d s w e r e r e c e i v e d o n
M a y 1 4 , 2 0 0 9 , w i t h b i d s r a n g i n g f r o m a p p r o x i m a t e l y $ 7 9 1 , 0 0 0 t o $ 9 8 9 , 0 0 0 . T h e
b i d s w e r e r a n k e d i n a s c e n d i n g o r d e r , w i t h t h e l o w e s t b i d l i s t e d f i r s t , a s s h o w n i n
T a b l e 1 .
T a b l e 1 : B i d R e s u l t s
B i d d e r
B i d A m o u n t
1 . C a l i b e r P a v i n g
$ 7 9 0 . 8 8 5 . 5 4
2 . A l l A m e r i c a n A s p h a l t
$ 7 9 3 , 1 9 6 . 5 0
3 . N P G I n c .
$ 8 2 6 , 7 9 0 . 0 0
4 . W h e e l e r P a v i n g
$ 8 4 0 , 4 8 8 . 0 0
5 . A m e r i c a n A s p h a l t S o u t h
$ 9 1 1 , 4 5 5 . 8 6
6 . L a i r d C o n s t r u c t i o n
$ 9 8 8 , 8 8 9 . 0 0
T h e f i v e C o m m i s s i o n - o w n e d a n d o p e r a t e d M e t r o l i n k c o m m u t e r r a i l s t a t i o n s a r e
c o m p r i s e d o f e i g h t d e s i g n a t e d p a r k i n g l o t s . E a c h o f t h e s e p a r k i n g l o t s i s u n i q u e i n
i t s c u r r e n t s t a t e a n d e a c h d i f f e r s i n i t s r e q u i r e d r e p a i r o r r e h a b i l i t a t i o n . D e p e n d i n g
o n t h e r e q u i r e d r e p a i r o r r e h a b i l i t a t i o n , t h e c o s t c a n d i f f e r s i g n i f i c a n t l y . T a b l e 2
i d e n t i f i e s e a c h o f t h e e i g h t p a r k i n g l o t s a n d t h e e s t i m a t e d r e p a i r c o s t . O n l y t h e
D o w n t o w n R i v e r s i d e m a i n l o t a n d t h e L a S i e r r a l o t w i l l h a v e c o n c r e t e b u s l o o p s .
T a b l e 2 : C o s t B r e a k d o w n b y S t a t i o n P a r k i n g L o t f o r L o w B i d d e r
S t a t i o n P a r k i n g L o t
W i t h C o n c r e t e B u s L o o p s
W i t h A s p h a l t B u s L o o p s
D o w n t o w n R i v e r s i d e M a i n L o t
$ 3 1 0 , 0 2 5
$ 2 5 8 , 6 8 1
D o w n t o w n T e m p o r a r y L o t
$ 9 1 , 0 3 7
$ 9 1 , 0 3 7
D o w n t o w n E a s t S i d e L o t
$ 1 7 , 1 1 9
$ 1 7 , 1 1 9
D o w n t o w n T r i a n g u l a r L o t
$ 2 9 , 9 7 9
$ 2 9 , 9 7 9
L a S i e r r a L o t
$ 1 9 7 , 2 8 1
$ 1 8 9 , 1 7 9
P e d l e y L o t
$ 5 3 , 9 4 4
$ 5 3 , 9 4 4
W e s t C o r o n a L o t
$ 4 7 , 2 7 3
$ 4 7 , 2 7 3
N o r t h M a i n C o r o n a L o t
$ 4 4 , 2 2 7
$ 4 4 , 2 2 7
T o t a l
$ 7 9 0 , 8 8 5
$ 7 3 1 , 4 3 9
A g e n d a I t e m 8 R
3 8 5
Various types of repairs are needed to rehabilitate the parking lot surfaces. In all
cases, slurry sealing and striping and painting are needed. Significant cracks exist
in some of the parking lots and will require special attention to repair. Bechtel staff
will assume the construction management and field inspector roles in
implementation of this project.
Staff recommends that the Commission award this contract to Caliber Paving
Company, Inc. to perform the commuter rail station parking lot asphalt removal,
asphalt and concrete replacement, slurry seal, and painting and striping in support
of the Plan. The amount of the contract is not to exceed $790,886. The funding
to cover this project will come from Commuter Rail's Proposition 1 B Public
Transportation Modernization, Improvement and Service Enhancement Account
(PTMISEA).
Financial Information
In Fiscal Year Budget:
Yes
Year:
FY 2009/10
Amount:
$790,886
Source of Funds:
Prop 1 B PTMISEA
Budget Ad ustment:
No
GLA No.:
221 33 73315 P4011
Fiscal Procedures Approved:
\14.4,440,1ti„vnn
Date:
05/27/2009
Agenda Item 8R
•
•
•
386
"
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 :
J u n e 1 0 , 2 0 0 9
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 :
C h e r y l J o h n s , P r o c u r e m e n t a n d A s s e t s 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 :
A m e n d m e n t t o A g r e e m e n t w i t h C a l l a n M a n a g e m e n t C o m p a n y d b a
W e s t e r n A r e a S e c u r i t y S e r v i c e s
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 ) R e c e i v e a n d f i l e t h e R e v i e w o f C o n t r a c t B i l l i n g s o f C a l l a n M a n a g e m e n t
C o m p a n y d b a W e s t e r n A r e a S e c u r i t y S e r v i c e ( W A S S ) ;
2 ) A p p r o v e A g r e e m e n t N o . 0 6 - 2 5 - 0 7 1 - 0 1 , A m e n d m e n t N o . 1 t o A g r e e m e n t
N o . 0 6 - 2 5 - 0 7 1 - 0 0 , w i t h W A S S t o p r o v i d e a d d i t i o n a l s e c u r i t y s e r v i c e s a t t h e
f i v e M e t r o l i n k c o m m u t e r r a i l s t a t i o n s , w i t h a n i n c r e a s e t o t h e c u r r e n t
c o n t r a c t i n t h e a m o u n t o f $ 4 0 5 , 0 0 0 a n d e x e r c i s e t h e f i r s t o n e - y e a r o p t i o n i n
t h e a m o u n t o f $ 1 . 3 m i l l i o n ;
3 ) A p p r o v e a b u d g e t a d j u s t m e n t t o i n c r e a s e e x p e n d i t u r e s b y $ 2 0 5 , 0 0 0 ; a n d
4 ) 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 , p u r s u a n t t o l e g a l c o u n s e l r e v i e w , t o
e x e c u t e t h e a g r e e m e n t o n b e h a l f o f t h e C o m m i s s i o n .
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 2 0 0 6 m e e t i n g , a s a r e s u l t o f a c o m p e t i t i v e p r o c u r e m e n t p r o c e s s , t h e
C o m m i s s i o n a w a r d e d A g r e e m e n t N o . 0 6 - 2 5 - 0 7 1 - 0 0 t o W A S S t o p r o v i d e s e c u r i t y
g u a r d s e r v i c e s f o r t h e f i v e M e t r o l i n k c o m m u t e r r a i l s t a t i o n s . T h e s c o p e o f s e r v i c e s
i n c l u d e d 2 4 - h o u r s u r v e i l l a n c e a t a l l o f t h e s t a t i o n s a n d a r m e d g u a r d s e r v i c e f o r t h e
t r a i n s s t o r e d o v e r n i g h t a t t h e D o w n t o w n R i v e r s i d e s t a t i o n . T h e i n i t i a l t e r m o f t h e
a g r e e m e n t w a s f o r t h r e e y e a r s a t a n o t - t o - e x c e e d a m o u n t o f $ 2 , 4 7 6 , 1 4 0 . T h e
a g r e e m e n t a l s o i n c l u d e d t w o o n e - y e a r o p t i o n s t o b e e x e r c i s e d a t t h e C o m m i s s i o n ' s
d i s c r e t i o n .
I n M a r c h 2 0 0 9 , w h e n i t b e c a m e a p p a r e n t t h e r e w a s g o i n g t o b e a s i g n i f i c a n t
s h o r t f a l l i n t h e a g r e e m e n t ' s a u t h o r i z e d f u n d i n g , s t a f f r e q u e s t e d a n o n - c a l l a u d i t f i r m
t o c o n d u c t a n i n v o i c e r e c o n c i l i a t i o n t o d e t e r m i n e t h e c a u s e o f t h i s s h o r t f a l l . T h e
r e c o n c i l i a t i o n o f t h i s a g r e e m e n t i s p a r t o f a l a r g e r e f f o r t t h a t i n c l u d e s t h e f i v e m a j o r
a g r e e m e n t s t h a t p r o v i d e m a i n t e n a n c e a n d s e c u r i t y s e r v i c e s t o t h e c o m m u t e r r a i l
s t a t i o n s . T h e C o m m i s s i o n s p e n d s a p p r o x i m a t e l y $ 1 m i l l i o n o r m o r e a n n u a l l y o n
e a c h o f t h e s e a g r e e m e n t s . A l l f i v e a g r e e m e n t s a r e b e i n g r e v i e w e d b y t h e o n - c a l l
A g e n d a I t e m 8 S
3 8 7
audit firm to determine the nature of the expenditures incurred under these
agreements, as well as review contract compliance in an effort to better manage
the station maintenance costs.
The reconciliation found that four additional service locations were assigned to
WASS, but the agreement was not amended to reflect the new locations that were
added to the scope of work or the additional cost that would be incurred over the
life of the agreement by the addition of these locations. Additional security
services were also requested for events such as the Holiday Train. In addition, the
reconciliation also found overbilling of overtime costs.
Staff met with WASS, which has agreed to reimburse the Commission $7,367 for
the overtime overbillings. However, WASS is entitled to payment for the guard
service provided at the four additional locations and special events. Therefore, staff
is requesting an increase in funding of $405,000 to cover the additional services
already provided and to fund the agreement through June 30, 2009.
During the term of the initial agreement, WASS has provided satisfactory service
and has been responsive to staff's requests. Since there are two one-year options,
staff recommends exercising the first one-year option in a not -to -exceed amount of
$1.3 million. This will cover all services currently being provided, service for the
North Main Corona parking structure when it becomes operational, the Perris
Multimodal Transportation Facility, special events such as the Holiday Train, and
additional supervisory service to be provided during non -peak hours.
Staff is recommending approval of Amendment No. 1, which will bring the scope
of work of the initial agreement into alignment with the services actually being
performed, as requested by staff; increase the original agreement amount by
$405,000 from $2,476,140 to $2,881,140; and exercise the first one-year option
in an amount not to exceed $1.3 million for a total agreement amount of
$4,181,140.
Financial Information
In Fiscal Year Budget:
NO
Yes
Year:
FY2008/09
FY2009/10
Amount:
$405,000
$1,300,000
Source of Funds:
LTF, Metrolink Reimbursement
Budget Ad ustment:
Yes
$205,000
GLA No.:
103 21 81006 4012
Fiscal Procedures Approved:
\40`1te
Date:
06/02/2009 .
Attachment: Report on Review of Contract Billings Callan Management Company
Idba WASS)
Agenda Item 8S
•
•
388
"
R E P O R T O N
R E V I E W O F C O N T R A C T B I L L I N G S
F O R T H E P E R I O D J U L Y 1 , 2 0 0 6 - M A R C H 2 5 , 2 0 0 9
C A L L A N M A N A G E M E N T C O M P A N Y
( d i m W E S T E R N A R E A S E C U R I T Y S E R V I C E S )
A G R E E M E N T N O . 0 6 - 2 5 - 0 7 1 - 0 0
P r e p a r e d f o r .
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
P r e p a r e d b y :
T h o m p s o n , C o b b , B a z i l i o
d A s s o c i a t e s , P . C .
2 1 2 5 0 H a w t h o r n e B l v d .
S u i t e 1 5 0
T o r r a n c e , C A 9 0 5 0 3
3 8 9
"
"
"
E x e c u t i v e S u m m a r y
W e h a v e c o m p l e t e d o u r r e v i e w o f C a l l a n M a n a g e m e n t C o . , I n c . ' s d b a W e s t e m A r e a
S e c u r i t y S e r v i c e s ( W A S S ) i n v o i c e d c o s t s u n d e r A g r e e m e n t N o . 0 6 - 2 5 - 0 7 1 - 0 0 . T h e
r e v i e w c o v e r e d s e r v i c e s r e n d e r e d f r o m J u l y 1 , 2 0 0 6 t o M a r c h 1 4 , 2 0 0 9 . T h e p u r p o s e o f
t h i s r e v i e w w a s t o 1 ) s u m m a r i z e a l l f e e s b i l l e d u n d e r t h e c o n t r a c t a n d c o m p a r e t h e m t o
t h e t o t a l a u t h o r i z e d a m o u n t , 2 ) i d e n t i f y t h e l o c a t i o n o f s e c u r i t y s e r v i c e s i n v o i c e d f o r a n d
c o m p a r e t h e l o c a t i o n s t o t h e l o c a t i o n s a u t h o r i z e d u n d e r t h e c o n t r a c t , a n d 3 ) d e t e r m i n e
w h e t h e r i n v o i c e d c o s t s w e r e b i l l e d i n c o m p l i a n c e w i t h t h e t e r m s o f t h e c o n t r a c t .
W e f o u n d t h a t :
" A s o f M a r c h 2 5 , 2 0 0 9 ( d a t e o f l a s t i n v o i c e ) W A S S h a d i n v o i c e d f e e s o f
$ 2 , 5 8 4 , 5 0 7 t o t h e c o n t r a c t f o r s e r v i c e s t h r o u g h M a r c h 1 4 , 2 0 0 9 l e a v i n g a n
a u t h o r i z e d c o n t r a c t b a l a n c e o f $ 1 9 0 , 3 8 7 . B a s e d o n t h e l a t e s t i n v o i c e , f e e s a r e
b i l l e d a t a b o u t $ 4 0 , 1 1 5 s e m i - m o n t h l y f o r a l l s t a t i o n s .
" W A S S i n v o i c e d $ 3 2 0 , 6 0 9 f o r s e c u r i t y s e r v i c e s o f f o u r ( 4 ) l o c a t i o n s t h a t w e r e n o t
i n c l u d e d i n t h e s c o p e o f t h e c o n t r a c t . T h e f o u r l o c a t i o n s n o t i n c l u d e d i n t h e
c o n t r a c t a r e C C T V / D i s p a t c h , I n l a n d E m p i r e p a r k i n g l o t , A U X p a r k i n g i n N o r t h
C o r o n a , a n d M i s s i o n T r a i n s . T h e A g r e e m e n t r e q u i r e s t h a t t h e C o m m i s s i o n a n d
C o n t r a c t o r a g r e e u p o n a n y a m e n d m e n t s , h o w e v e r , w e f o u n d n o e v i d e n c e o f
a m e n d m e n t s a u t h o r i z i n g t h e a d d i t i o n o f t h e s e s t a t i o n s / l o c a t i o n s a n d t h e
r e s p e c t i v e i n c r e a s e i n s e c u r i t y p e r s o n n e l _ A l t h o u g h t h e a u t h o r i z e d c o n t r a c t r a t e s
w e r e u s e d t o b i l l f o r t h e s e c u r i t y s e r v i c e s p r o v i d e d a t t h e s e a d d i t i o n a l l o c a t i o n s ,
t h e c o n t r a c t b u d g e t a m o u n t w a s n o t i n c r e a s e d t o a l l o w f o r t h e s e a d d i t i o n a l
s e r v i c e s . A s a r e s u l t , t h e c o n t r a c t b u d g e t w i l l b e e x h a u s t e d b y t h e e n d o f A p r i l
2 0 0 9 , t w o m o n t h s b e f o r e t h e e n d o f t h e c o n t r a c t t e r m o n J u n e 3 0 , 2 0 0 9 .
" W A S S i n v o i c e d f e e s o f $ 2 , 5 8 4 , 5 0 7 w e r e a l l o w a b l e a n d b i l l e d i n a c c o r d a n c e w i t h
c o n t r a c t t e r m s , e x c e p t f o r $ 7 , 3 6 7 o f o v e r t i m e b i l l e d a t r a t e s t h a t e x c e e d e d t h o s e
a l l o w e d u n d e r t h e c o n t r a c t . W A S S c a l c u l a t e d i t s o v e r t i m e r a t e s a t 1 . 5 t i m e s t h e
a l l o w a b l e r e g u l a r t i m e c o n t r a c t r a t e . O v e r t i m e r a t e s s h o u l d h a v e b e e n c a l c u l a t e d
b y a d d i n g 5 0 % o f t h e e m p l o y e e ' s b a s e p a y p l u s p a y r o l l t a x e s t o t h e a l l o w a b l e
c o n t r a c t r a t e . T h i s d i f f e r e n c e i n t h i s o v e r t i m e r a t e c a l c u l a t i o n r e s u l t e d i n o v e r
b i l l i n g s o f $ 7 , 3 6 7 .
B a c k g r o u n d
O n S e p t e m b e r 2 5 , 2 0 0 6 , 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 o r
C o m m i s s i o n ) e n t e r e d i n t o a n a g r e e m e n t w i t h C a l l a n M a n a g e m e n t C o . , I n c . , a C a l i f o r n i a
C o r p o r a t i o n d b a W e s t e r n A r e a S e c u r i t y S e r v i c e s ( W A S S o r C o n t r a c t o r ) f o r p r o f e s s i o n a l
s e c u r i t y s e r v i c e s f o r f i v e ( 5 ) M e t r o l i n k C o m m u t e r R a i l S t a t i o n s . T h e p e r i o d o f
p e r f o r m a n c e u n d e r t h i s c o n t r a c t e x t e n d s f r o m J u l y 1 , 2 0 0 6 t o J u n e 3 0 , 2 0 0 9 w i t h o p t i o n s
f o r t w o o n e - y e a r e x t e n s i o n s . T h e C o m m i s s i o n a u t h o r i z e d t h e a w a r d o f t h i s c o n t r a c t f o r
a n o t - t o - e x c e e d a m o u n t o f $ 2 , 4 7 6 , 1 3 9 f o r t h e i n i t i a l t h r e e - y e a r t e r m . T h e c o n t r a c t
e n c u m b r a n c e w a s i n c r e a s e d b y $ 2 9 8 , 7 5 6 o v e r t w o y e a r s f r o m f u n d s m a d e a v a i l a b l e
t h r o u g h S C R R A r e i m b u r s e m e n t s , i n c r e a s i n g t h e f u n d s a v a i l a b l e u n d e r t h e c o n t r a c t t o
$ 2 , 7 7 4 , 8 9 5 . T h i s i n c r e a s e i n b u d g e t w a s a n e m e r g e n c y s t o p - g a p m e a s u r e w h i l e t h i s
e x p e n d i t u r e r e v i e w w a s b e i n g p e r f o r m e d .
1
3 9 0
The contract requires that WASS perform security services as specified in Exhibit A of
the Agreement. Compensation for those services is based on actual labor hours incurred
at negotiated fully burdened labor rates as listed in the contract. WASS invoiced costs
of $2,584,507 for services performed through March 14, 2009.
Scope and Methodology
The following is a listing of significant procedures performed:
1. We reviewed the Agreement between the Commission and WASS. We
summarized the amounts invoiced and compared the amounts to the not -to -
exceed amount.
2. We determined that the work performed was within the period authorized by the
Agreement.
3. We obtained billing invoices for the period July 1, 2006 through March 14, 2009,
and summarized those charges by station and/or location.
4. We verified the mathematical accuracy of the invoices and determined whether
the fees were calculated in accordance with contract terms.
5. We reviewed each billing to verify its completeness per the contract.
6. We compared billed labor rates to the negotiated fully burden rates authorized in
the contract.
7. We computed the proper over -time rates based on the contract rates and
percentage raises allowed in the agreement.
8. We prepared a schedule of all billed over -time and computed the over billing
based on the proper calculation of overtime pay.
9. We reviewed base rates in the contract and compared them to national averages
to determine the reasonableness of the pay rates.
10. We reviewed the proposed cost of living adjustments to the Employee Cost Index
to determine the reasonableness of the escalations.
2
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391
"
"
"
R e s u l t s o f R e v i e w
B e l o w w e p r o v i d e t h e d e t a i l s o f o u r f i n d i n g s :
C o n t r a c t V a l u e
T h e t o t a l c o n t r a c t v a l u e w a s i n c r e a s e d b y $ 2 9 8 , 7 5 6 f r o m $ 2 , 4 7 6 , 1 3 9 t o $ 2 , 7 7 4 , 8 9 5 o v e r
t w o y e a r s f r o m f u n d s r e c e i v e d f r o m S C R R A . W A S S i n v o i c e d f e e s o f $ 2 , 5 8 4 , 5 0 7 f o r t h e
p e r i o d J u l y 1 , 2 0 0 6 t h r o u g h M a r c h 1 4 , 2 0 0 9 . T h e c o n t r a c t h a s a r e m a i n i n g b a l a n c e o f
$ 1 9 0 , 3 8 7 a s o f t h e i n v o i c e d a t e d M a r c h 2 5 , 2 0 0 9 . A t t a c h m e n t A s u m m a r i z e s t h e t o t a l
i n v o i c e d c o s t s b y s t a t i o n o r l o c a t i o n .
W A S S ' i n v o i c e s c o v e r s e r v i c e s p r o v i d e d o v e r a . t w o w e e k p e r i o d . T h e l a t e s t i n v o i c e
d a t e d M a r c h 2 5 , 2 0 0 9 c o v e r e d s e r v i c e s f r o m M a r c h 1 , 2 0 0 9 t h r o u g h M a r c h 1 4 , 2 0 0 9
t o t a l i n g $ 4 0 , 1 1 5 . B e l o w i s a b r e a k d o w n o f t h e s e r v i c e s p r o v i d e d i n t h e l a t e s t i n v o i c e .
C o n t r a c t
4 0 0 1 R i v e r s i d e - D o w n t o w n S t a t i o n
4 0 0 2 P e d l e y S t a t i o n
4 0 0 3 L a S i e r r a S t a t i o n
4 0 0 4 W e s t C o r o n a S t a t i o n
4 0 0 6 N o r t h M a i n C o r o n a S t a t i o n
S u p e r v i s o r
4 0 0 1 C C T V / D i s p a t c h
4 0 0 1 I n l a n d E m p i r e P a r k i n g L o t
4 0 0 1 M i s s i o n T r a i n s
4 0 0 6 A U X P a r k i n g N o r t h C o r o n a
( T w o - w e e k p e r i o d )
P e r i o d B i l l i n g s
$ 6 , 1 5 8 . 9 5
5 , 5 3 4 . 2 0
5 , 5 3 4 . 2 0
5 , 5 3 4 . 2 0
5 , 5 3 4 . 2 0
1 , 8 6 0 . 8 0
1 , 3 2 1 . 6 0
2 , 6 4 3 . 2 0
2 , 4 7 8 . 0 0
3 , 5 1 5 . 7 5
$ 4 0 , 1 1 5 . 1 0
L o c a t i o n s N o t I n c l u d e d i n t h e S c o p e o f t h e C o n t r a c t
T h e A g r e e m e n t s t a t e d t h a t t h e C o n t r a c t o r s h a l l p r o v i d e s e r v i c e s f o r t h e f o l l o w i n g f i v e ( 5 )
M e t r o l i n k C o m m u t e r R a i l S t a t i o n s i n R i v e r s i d e C o u n t y :
1 . R i v e r s i d e - D o w n t o w n S t a t i o n
2 . P e d l e y S t a t i o n
3 . L a S i e r r a S t a t i o n
4 . W e s t C o r o n a S t a t i o n
5 . N o r t h M a i n C o r o n a S t a t i o n
A t t a c h m e n t A s h o w s t h e b i l l i n g s f o r e a c h o f t h e f i v e ( 5 ) s t a t i o n s f o r t h e p e r i o d f r o m J u l y
1 , 2 0 0 6 t h r o u g h M a r c h 1 4 , 2 0 0 9 .
3 9 2
Our review found that WASS invoiced costs of $320,609 for services performed at four
(4) additional locations not listed in the contract The table below summarizes the billings
for each of the additional locations.
Location
1. Closed Circuit TV — Surveillance Equipment
(CCTV/Dispatch)
2. Inland Empire parking lot
3. Mission Trains
4. AUX parking in North Corona
Date
Services Began
02/04/2007
02/04/2007
01 /06/2008
02/17/2008
Invoiced Costs
$ 69,445.05
136,605.76
76,480.13
38,078.49
$ 320,609.43
Locations 1 through 3 were billed as Riverside -Downtown Station services and Location
4 was billed as the North Main Corona Station. The authorized contracted rates were
used to bill for the security services provided at these additional locations.
Section 3.1.1 of the Agreement states: "The Commission and the Contractor will
mutually agree upon an amendment to this Agreement to accommodate necessary
increases in security staffing, as such increases become necessary." We found no
evidence of amendments authorizing the addition of these stations/locations and the
respective increases in security staffing to the scope of the contract. Although the
authorized contract rates were used to bill for the security services provided at these
additional locations, the contract amount was not increased to allow for these additional
services. The contract is to be completed on June 30, 2009. As of March 14, 2009, the
remaining balance on the contract was $190,387. At a burn rate of $40,115 every two
weeks, we project that the contract budget will be exhausted by the end of April 2009.
The contract budget amount should have been increased to allow for these additional
costs of services.
Over Billing of Overtime Costs
Exhibit C of the Agreement details the billing rates for straight -time hours, but not for
overtime billing rates. However, Exhibit C does show an added amount to the estimated
contract annual expenditures for overtime calculated by adding $4.75 per hour to the
employee's base pay. Exhibit B shows that the base regular time wage paid to unarmed
security guards is $9.50 per hour. One-half of this $9.50 is $4.75, equal to the amount
used to add cost to estimated annual expenditures to account for overtime. Thus, this
indicates that the contract overtime rate should be calculated by adding 50% to an
employee's regular time pay. Our review showed that WASS invoiced overtime by
adding 50% to the contract fully burdened billing rates. Contract fully burdened billing
rates include overhead and profit, resulting in an over billing of overtime costs.
We believe that adding 50% of an employee's base pay for overtime costs as shown in
Exhibit C is appropriate, except that payroll taxes on the increased overtime wage
should be allowed. Thus, we calculated allowable overtime billing rates by adding 50%
of the employee's base pay plus applicable payroll taxes to the contract billing rates.
Using these rates, we identified over billings of $7,367.10 for overtime fees invoiced by
WASS during the period of our review. The table below details the over billing of
4
•
•
•
393
overtime costs by station/location. Attachment B shows the detailed breakdown of our
recommended calculation of the overtime rate for 2006. Attachment C shows our
recommended overtime rates for years 2006 through 2010.
Over Billed
Station/Location Amount
4001 Riverside -Downtown Station $ 2,146.02
4002 Pedley Station 1,168.89
4003 La Sierra Station 1,168.89
4004 West Corona Station 1,166.23
4006 North Main Corona Station 1,168.89
Supervisor
4001 CCTV/Dispatch 75.64
4001 Inland Empire Parking Lot 66.20
4001 Mission Trains 406.33
4006 AUX Parking North Corona
$ 7,367.10
Conclusions
As of March 25, 2009 WASS had invoiced fees of $2,584,507 to the contract for services
through March 14, 2009 leaving an authorized contract balance of $190,387. WASS
invoiced fees were allowable and billed in accordance with contract terms, except for
$7,367 of overtime billed at rates that exceeded those allowed under the contract.
WASS invoiced $320,609 for security services of four (4) stations/locations that were not
included in the scope of the contract. The Agreement requires that the Commission and
Contractor agree upon any amendments, however, we found no evidence of
amendments authorizing the addition of these stations/locations and the respective
increase in security personnel. As a result, the contract budget will be exhausted by the
end of April 2009, two months before the end of the contract term,on June 30, 2009.
5
394
ATTACHMENT A
Western Area Security Services
Agreement No. 06-25-071-00
SUMMARY OF INVOICED COSTS BY STATION/LOCATION
Contract
Riverside -Downtown Station $ 613,493.72
Pedley Station 381,907.86
La Sierra Station 382,005.60
West Corona Station 381,813.52
North Main Corona Station 382,360.20
Supervisor 122,316.40
2,263,897.31
Services not in Contract
CCTV/Dispatch 69,445.05
inland Empire Parking Lot 136,605.76
Mission Trains 76,480.13
AUK Parking North Corona 38,078.49
320,609.43
TOTAL BILLED AMOUNT $ 2,584,506.74
6
•
395
ATTACHMENT B
Western Area Security Services
Agreement No. 06-25-071-00
CALCULATION OF 2006 OVERTIME RATES
Straight -Time Rate Unarmed Armed
Base Rate $ 9.50 $ 12.00
Payroll Taxes 0.97 1.15
OH + Profit 4.97 5.63
Billed Rate 15.44 18.78
Overtime Rate
(1.5 x Billed Rate)
15.44 18.78
x 1.5 x 1.5
Billed Overtime Rate
Calculation of Audited Overtime Rate
Base Rate
OFT premium (1/2 base rate)
Payroll Taxes (1.5 x base payroll taxes)
OH + Profit
Audited Overtime Rate
$ 23.16 $ 28.17
9.50
4.75
1.46
4.97
12.00
6.00
1.73
5.63
$ 20.68 $ 25.36
396
2006
2007
2008
2009
2010
2006
2007
2008
2009
2010
Western Area Security Services
Agreement No. 06-25-071-00
AUDITED OVERTIME RATES FOR 2006 - 2010
UNARMED SECURITY
Billed Rate
$ 23.16
24.09
24.78
25.47
26.40
Billed Rate
$ 28.17
29.30
30.14
30.99
32.12
Audited Rate
$ 20.68
21.51
22.12
22.74
23.57
ATTACHMENT C
Questioned Fees
$ 2.48
2.58
2.66
2.73
2.83
ARMED SECURITY
Audited Rate
$ 25.36
26.37
27.12
27.89
28.91
Questioned Fees
$ 2.81
2.93
3.01
3.10
3.20
•
397
"
R I V E R S / D E C O U N T Y T R A N S P O R T A T I O N C O M M / S S / O N
D A T E :
J u n e 1 0 , 2 0 0 9
T O :
R i v e r s i d e C o u n t y T r a n s p o r t a t i o n C o m m i s s i o n
F R O M :
H e n r y N i c k e l , S t a f f A n a l y s t
S h e l d o n P e t e r s o n , R a i l 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 m m u t e r R a i l P r o g r a m U p d a t e
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 C o m m u t e r R a i l
P r o g r a m .
B A C K G R O U N D I N F O R M A T I O N :
I n l a n d E m p i r e - O r a n g e C o u n t y W e e k e n d S e r v i c e P e r f o r m a n c e
2 0 0 0
1 6 0 0
1 2 0 0
8 0 0 -
4 0 0
0
0 4 F Y 0 8 / 0 9
I E O C W e e k e n d P a s s e n g e r T r i p s
o � j Q � ' 5 : � 0 % 0 0 s %
) m a c l a c ��a �� l a c 4 e ��
` O 0 o F 6 1 Q U O ��
O , O ' ��1 ��p o ��, ^ p . f i g . ��.
L a s t Y e a r
0 C u r r e n t Y e a r
0 % 0 o 0 0
��A a c 0 ����p ����O ��p Q U O Q ��P Q U A
D a i l y p a s s e n g e r t r i p s o n t h e y e a r - r o u n d I n l a n d E m p i r e - O r a n g e C o u n t y ( I E O C )
M e t r o l i n k w e e k e n d s e r v i c e h a v e c o n t i n u e d t o g r o w i n t o t h e f o u r t h q u a r t e r ,
p r o v i d i n g 3 , 7 9 2 t r i p s i n t h e f o u r t h q u a r t e r a n d 4 9 , 2 6 4 p a s s e n g e r t r i p s y e a r t o d a t e .
T h i s i s a n i n c r e a s e o f 2 0 . 9 3 % o v e r t h e 4 0 , 7 3 7 t r i p s p r o v i d e d a t t h i s p o i n t l a s t
y e a r , a t t r i b u t e d t o i n c r e a s e d g a s o l i n e p r i c e s a n d c o n t i n u e d p r o m o t i o n . T h e s u c c e s s
o f t h i s s e r v i c e i s d u e i n l a r g e p a r t t o t h e c o o r d i n a t e d m a r k e t i n g e f f o r t s a m o n g t h e
C o m m i s s i o n , O r a n g e C o u n t y T r a n s p o r t a t i o n A u t h o r i t y , a n d S a n B e r n a r d i n o
A s s o c i a t e d G o v e r n m e n t s . M o s t r e s p o n s i b i l i t i e s f o r m a r k e t i n g o f t h e s e r v i c e h a v e
t r a n s i t i o n e d t o M e t r o l i n k , i n c l u d i n g r e v i s e d s e a t d r o p s , b r a n d i n g , a n d c o n s o l i d a t i o n
o f t h e v a r i o u s w e e k e n d s e r v i c e s u n d e r a s i n g l e p r o m o t i o n a l u m b r e l l a .
A g e n d a I t e m 8 T
3 9 8
Riverside Line
6,000
5,600
5,200
4,800
4,400
4,000
O' Ao 5P
0 � k
Passenger Trips
Riverside Line
0 0 e o e
�o 0 0 � o 0o o A°j c v
�J N.06 Se/ 0° 04 Qec' 1 0) \e` QQ
Month
Daily weekday passenger trips on Metrolink's Riverside Line for the month of April
averaged 5,181, an increase of 59, 1 % more than the month of March. Compared
to one year prior, the line averaged an overall daily increase of 65 passenger trips.
This is nearly 1 % more than a year ago.
On Time Performance (95% Goal)
Riverside Line
100
m 95 —
90
y 85
80
a 75
70
ob 03 49) A° o° 40 Ob A� 0`5 00 00 00 00
PQ� �45:\ Se' Oc' OeG �a� Q°b 4b PQi
Month
April on -time performance averaged 99% inbound (1 % less than March) and 99%
outbound (3% more than March). There was one delay greater than five minutes
during the month of April. The following are primary causes:
Agenda Item 8T
„a
Signals/Track/MOW
1
100%
Dispatching
0
0%
Mechanical
0
0%
Operations
0
0%
TOTAL
399
"
I n l a n d E m p i r e - O r a n g e C o u n t y L i n e
P a s s e n g e r T r i p s
I n l a n d E m p i r e O r a n g e C o u n t y L i n e
6 , 0 0 0
5 , 6 0 0
o
" � 5 , 2 0 0
H
p 4 , 8 0 0
4 , 4 0 0
4 , 0 0 0
�� o 4 i o �� o ` 3 P % A �� o �� o 0 o � j o 0
P Q c \ e ' ��J ��J \ P . 0 y e t p � ��` ��� , O � G l a c ( < e �� e V ) �� P Q c
M o n t h
D a i l y w e e k d a y p a s s e n g e r t r i p s o n M e t r o l i n k ' s I E O C L i n e f o r t h e m o n t h o f A p r i l
a v e r a g e d 4 , 4 3 6 , a n i n c r e a s e o f 1 2 3 , 3 % m o r e t h a n t h e m o n t h o f M a r c h .
C o m p a r e d t o o n e y e a r p r i o r , t h e l i n e a v e r a g e d a n o v e r a l l d a i l y d e c r e a s e o f 5 7 2
p a s s e n g e r t r i p s . T h i s i s n e a r l y 1 1 % l e s s t h a n a y e a r a g o .
O n T i m e P e r f o r m a n c e ( 9 5 % G o a l )
I n l a n d E m p i r e O r a n g e C o u n t y L i n e
1 0 0
y 9 5
m 9 0
Y
m 8 5
i u
8 0
n " 7 5
7 0
Q ` , ; j 0 a ��A c b J O 2 3 J 0 0 0 ��p b c ��Q 0 � J O ` b U A 0 0 0 '
P \ \ ` P J 5 9 p e ) a Q e ��` a P Q
M o n t h
A p r i l o n - t i m e p e r f o r m a n c e a v e r a g e d 9 7 % i n b o u n d ( 2 % m o r e t h a n M a r c h ) a n d 9 7 %
o u t b o u n d ( 1 % l e s s t h a n M a r c h ) . T h e r e w e r e 1 2 d e l a y s g r e a t e r t h a n f i v e m i n u t e s
d u r i n g t h e m o n t h o f A p r i l . T h e f o l l o w i n g a r e p r i m a r y c a u s e s :
A g e n d a I t e m 8 T
S i g n a l s / T r a c k / M O W
D i s p a t c h i n g
M e c h a n i c a l
O p e r a t i o n s
5
2
1
3
4 5 %
1 8 %
9 %
2 8 %
T O T A L
4 0 0
91 Line
2,800
2,600
2,400
2,200
2,000
1,800
Passenger Trips
91 Line
o� pP AC4) oP o� o`3 o o� o� � 0
�J\ P�0 co, O°� �° p°G ,sacoQ°� eti`a� P4�
Month
Daily weekday passenger trips on Metrolink's 91 Line for the month of April
averaged 2,334, an increase of 66, 3% more than the month of March. Compared
to one year prior, the line averaged an overall daily decrease of 35 passenger trips.
This is nearly 1 % less than a year ago.
100
95
90
85
80
75
70
On Time Performance (95% Goal)
91 Line
T T T
o4' opo o4 o`) o4 o4> A0 o4 o0 o0 o0 o0
Pic �a� �Jc �J� PJA c; 0 �pe° �a� Qe'' %at QQt
Month
April on -time performance averaged 94% inbound (4% less than March) and 95%
outbound (4% less than March). There were three delays greater than five minutes
during the month of April. The following are primary causes:
Agenda Item 8T
i
of.`.dlay
a;Tcr
Signals/Track/MOW
7
64%
Dispatching
2
18%
Mechanical
0
0%
Operations
2
18%
TOTAL,..1°
401
"
C o n n e c t i n g T r a n s i t S e r v i c e P e r f o r m a n c e
T h e C o m m i s s i o n ' s r o l e f a c i l i t a t i n g i n t e r c o n n e c t i v i t y b e t w e e n M e t r o l i n k a n d
c o n n e c t i n g t r a n s i t s e r v i c e s i s e s s e n t i a l t o o n g o i n g s y s t e m v i a b i l i t y . S u c h s e r v i c e s
a d d r e s s t h e n e e d s o f t r a n s i t d e p e n d e n t r i d e r s a s w e l l a s h e l p m i t i g a t e c o n g e s t i o n
a n d t h e n e c e s s i t y f o r e x p e n s i v e p a r k i n g c a p a c i t y a t t h e C o m m i s s i o n s t a t i o n s . T h e
C o m m i s s i o n i s w o r k i n g t o i m p r o v e t h e e f f i c i e n c y a n d e f f e c t i v e n e s s o f t r a n s i t
c o n n e c t i o n s .
I n o r d e r t o m e e t t h e s e r e q u i r e m e n t s , t h e C o m m i s s i o n h a s w o r k e d w i t h M e t r o l i n k
a n d l o c a l t r a n s i t o p e r a t o r s t o o f f e r c o n n e c t i n g s e r v i c e s t o a n d f r o m
R i v e r s i d e C o u n t y M e t r o l i n k s t a t i o n s a t n o c o s t f o r t h o s e w i t h v a l i d M e t r o l i n k
t i c k e t s . W i t h i n R i v e r s i d e C o u n t y , s e r v i c e s i n c l u d e f r e e t r a n s f e r s t o r o u t e s o p e r a t e d
b y R i v e r s i d e T r a n s p o r t a t i o n A g e n c y ( R T A ) , R T A ' s C o m m u t e r L i n k s e r v i c e a n d
C o r o n a C r u i s e r . T h e f o l l o w i n g g r a p h s s h o w t o t a l m o n t h l y M e t r o l i n k t r a n s f e r
p a s s e n g e r t r i p s o n e a c h o f t h e t h r e e s e r v i c e s .
3 , 5 0 0
3 , 0 0 0
2 , 5 0 0
2 , 0 0 0
1 , 5 0 0
1 , o 0 0
0
P G i e ��a a o
P a s s e n g e r T r i p s
R T A F i x e d R o u t e
o �� O b O o 5 o �� d ) C P ' 0 1
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M o n t h
Q ��C ��
P
M o n t h l y M e t r o l i n k t r a n s f e r t r i p s o n R T A ' s c o n n e c t i n g f i x e d r o u t e s ( 1 , 3 , 1 5 , 1 6 ,
2 1 , 2 9 , a n d 3 8 ) t o t a l e d 2 , 7 4 8 f o r t h e m o n t h o f A p r i l , a d e c r e a s e o f 2 0 t r i p s , a n d
- 0 . 7 2 % m o r e t h a n t h e m o n t h o f M a r c h . M o n t h l y t r i p s i n c r e a s e d b y 3 6 2 o r
1 5 . 1 7 % o v e r t h e y e a r .
A g e n d a I t e m S T
4 0 2
10,000
9,000
8,000
7,000
6,000
5,000
4,000
FQ,.z3)
o`)
Passenger Trips
RTA Commuter Link
cP o9 o0 0� 09 o0 o°j 0 0
��q cP moo,. O� ,��` 4eo
Month
Monthly Metrolink transfer trips on RTA's Commuter Link routes (202, 204, 206,
208, and 210) totaled 6,209 for the month of April, a decrease of 282 trips, and
- 4.34% less than the month of March. Monthly trips have decreased by 827 or
- 11.75% over the year.
Passenger Trips
Corona Cruiser
800
700
600
500
400
300
200
CT'
�)o93 oD O� Q,93
� foc' 46 ehacp
PQc4a� vs)gm0�<<,
Month
P4,FE6
Monthly Metrolink transfer trips on the Corona Cruiser totaled 647 for the month of
April, a decrease of 60, -8.49% from the month of March. Monthly trips have
decreased by 35 or -5.13% over the year.
Attachments:
1) Metrolink Average Weekday Passenger Trips
2) Metrolink Schedule Adherence Summary — Weekday Service
Agenda Item 8T
403
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•
•
RIVERS/DE COUNTY TRANSPORTATION COMM/SS/ON
DATE:
June 10, 2009
TO:
Riverside County Transportation Commission
FROM:
Fina Clemente, Transit Manager
THROUGH:
Anne Mayer, Executive Director
SUBJECT:
Fiscal Years 2009/10 - 2011/12 Short Range Transit Plans
CITIZENS ADVISORY COMMITTEE/SOCIAL SERVICES TRANSPORTATION
ADVISORY COUNCIL AND STAFF RECOMMENDATION:
This item is for the Commission to review and approve, in concept, the
FYs 2009/10 - 2011 /12 Short Range Transit Plans (SRTP) for the cities of
Banning, Beaumont, Corona, Palo Verde Valley Transit Agency (PVVTA), Riverside,
Riverside Transit Agency (RTA), SunLine Transit Agency (SunLine), and the
Commission's Regional Commuter Rail Program.
BACKGROUND INFORMATION:
The Riverside County FYs 2009/10 - 2011 /12 SRTPs cover the three
apportionment areas of the county and are comprised of plans for the municipal
operators, PVVTA, RTA, SunLine, and the Commission's Regional Commuter Rail
program. Staff is requesting that the SRTPs be approved in concept only, as
requests for financial allocations will be made at the July Commission meeting.
The Commission oversees transit service in Riverside County primarily through the
approval of SRTPs, which detail the operating and capital costs that are planned for
transit services. The SRTPs provide detailed information about existing services
and facilities, financial forecasts and plans, as well as planned and proposed
improvements to be implemented in FY 2009/10. Each operator adopts such a
plan and then provides data on performance to the Commission.
The SRTPs were developed to meet the Commission's Productivity Improvement
Program (PIP), which was adopted as part of a comprehensive effort to work with
the county's eight public transit operators to provide better service and improve
efficiency. Under state law, the Commission is tasked with the responsibility to
identify, analyze, and recommend potential productivity improvements for transit
operators. The process requires that transit operators address recommendations
that are made by regular performance audits.
Agenda Items 8U
406
The performance indicators that are evaluated through the PIP include operating
costs per revenue hour, fare box recovery ratio, subsidies, passengers per revenue
hour, and passengers per revenue mile, which are critical in ensuring that service
can be maximized in an efficient manner. While reviewing and analyzing individual
route productivity will remain with the transit operators and their governing boards,
the Commission has a fiduciary responsibility to ensure that transit operators are
utilizing Transportation Development Act (TDA) funds wisely, efficiently and
effectively with the need to provide high quality service. The Commission
implemented TransTrack, a transit performance manager software application and
training package which assists staff in compiling, tabulating, and reporting transit
operating information for use in the SRTP preparation. TransTrack software assists
the Commission's policy board in complying with the PIP requirements of the Public
Utilities Code (PUC) and state -mandated requirements to effectively use TDA
funds. PIP calculations will be analyzed and reported with the requests for financial
allocations.
City of Banning
The city of Banning (Banning) works closely with the city of Beaumont to provide a
seamless transit system serving the residents of the cities of Banning, Beaumont,
the unincorporated areas of Cabazon and Cherry Valley as well as the commercial
area of the Morongo Band of Mission Indians Reservation. Banning Transit
provides both dial -a -ride and fixed route services.
Highlights of planned services for FY 2009/10 include the following:
• Minor schedule changes will be made to improve frequency, eliminate
duplication and improve service coverage;
• Upgrade passenger amenities such as bus shelters and information racks;
• Procure four buses, two for fixed route and two for dial -a -ride;
• Implement a fare increase on July 1, 2009; and
• Continue coordination with the city of Beaumont regarding routes,
schedules, transfers and fares.
City of Beaumont
The city of Beaumont (Beaumont) works closely with Banning to provide a
seamless transit system. A dial -a -ride service and three fixed routes are operated
by Beaumont Transit.
Agenda Items 8U
•
407
" H i g h l i g h t s o f p l a n n e d s e r v i c e s f o r F Y 2 0 0 9 / 1 0 i n c l u d e t h e f o l l o w i n g :
" M o d i f i c a t i o n s w i l l b e m a d e t o a n e x i s t i n g r o u t e o r a n a d d i t i o n a l r o u t e w i l l b e
i m p l e m e n t e d t o p r o v i d e c o v e r a g e o f t h e d i s c o n t i n u e d R T A R o u t e 3 6 ;
" P r o c u r e o n e f i x e d r o u t e b u s a n d t w o d i a l - a - r i d e b u s e s f o r r e p l a c e m e n t ;
" U p g r a d e p a s s e n g e r a m e n i t i e s b y i n s t a l l i n g a d d i t i o n a l b u s s h e l t e r s ;
" I m p l e m e n t a f a r e i n c r e a s e o n J u l y 1 , 2 0 0 9 ; a n d
" C o n t i n u e s e r v i c e c o o r d i n a t i o n w i t h B a n n i n g .
C i t y o f C o r o n a
T h e c i t y o f C o r o n a ( C o r o n a ) o p e r a t e s a g e n e r a l p u b l i c d i a l - a - r i d e p r o g r a m a n d
o p e r a t e s t w o f i x e d r o u t e s k n o w n a s t h e C o r o n a C r u i s e r . C o r o n a c l o s e l y
c o o r d i n a t e s a l l t r a n s f e r s w i t h b o t h R T A a n d t h e C o m m i s s i o n ' s C o m m u t e r R a i l
s e r v i c e s .
H i g h l i g h t s o f p l a n n e d s e r v i c e s f o r F Y 2 0 0 9 / 1 0 i n c l u d e t h e f o l l o w i n g :
" E x p a n d m a r k e t i n g a n d o u t r e a c h c a m p a i g n b y p r o m o t i n g t h e P o e t r y a n d A r t
o n t h e B u s p r o g r a m s ;
" P r o c u r e f o u r D i a l - A - R i d e T y p e I I , c o m p r e s s e d n a t u r a l g a s ( C N G ) b u s e s ;
" C o n s t r u c t c o n c r e t e b u s p a d s a t f i v e b u s s t o p s , p r o c u r e a n d i n s t a l l p a s s e n g e r
s h e l t e r s a n d b u s b e n c h e s ( p h a s e 1 o f a m u l t i - y e a r p r o j e c t ) ;
" I m p r o v e p a s s e n g e r s a f e t y b y i n s t a l l i n g s o l a r - p o w e r e d s e c u r i t y l i g h t i n g ,
f l a s h i n g b e a c o n s a n d l i g h t e d b u s s c h e d u l e s a t 2 0 b u s s t o p s ( e x p a n d e d f r o m
a p i l o t p r o g r a m ) ; a n d
" I m p l e m e n t a v e n d o r d i s c o u n t f o r C o r o n a C r u i s e r p a s s - h o l d e r s .
C i t y o f R i v e r s i d e S p e c i a l S e r v i c e s
R i v e r s i d e S p e c i a l S e r v i c e s ( R S S ) o p e r a t e s a 2 4 - h o u r a d v a n c e r e s e r v a t i o n d i a l - a - r i d e
f o r s e n i o r s a n d p e r s o n s w i t h d i s a b i l i t i e s w i t h i n t h e R i v e r s i d e c i t y l i m i t s . T h e s p e c i a l
s e r v i c e s p r o g r a m f u n c t i o n s a s a n a l t e r n a t i v e t o R T A ' s f i x e d r o u t e s y s t e m f o r
s e n i o r s a n d p e r s o n s w i t h d i s a b i l i t i e s u n a b l e t o u s e f i x e d r o u t e s e r v i c e . A l l s e r v i c e s
o p e r a t e d b y R S S a r e c l o s e l y c o o r d i n a t e d w i t h R T A .
H i g h l i g h t s o f p l a n n e d s e r v i c e s f o r F Y 2 0 0 9 / 1 0 i n c l u d e t h e f o l l o w i n g :
" C o n t i n u e w o r k o n d e s i g n o f t h e C N G m a i n t e n a n c e f a c i l i t y ;
" P u r c h a s e a n d i n s t a l l a n e w e l e c t r o n i c f a r e b o x s y s t e m ;
" I n s t a l l s e c u r i t y c a m e r a s t o m o n i t o r t h e p a r k i n g l o t a n d d i s p a t c h c e n t e r ; a n d
" C o n s t r u c t f e n c e s a n d g a t e s a r o u n d t h e s p e c i a l t r a n s p o r t a t i o n p a r k i n g l o t .
A g e n d a I t e m s 8 U
4 0 8
PVVTA
The PVVTA provides fixed route, dial -a -ride, and a transportation reimbursement
program (for individuals who cannot ride the public bus system). The fixed route
can deviate up to % of a mile away from the actual fixed route. Service is
provided within the city of Blythe and surrounding unincorporated county areas in
the Palo Verde Valley.
Highlights of planned services for FY 2009/10 include the following:
• The Mobility Management project is anticipated to renew current agreements
with Caltrans to extend the project until 2011;
• Creation of the "DV-8" card punch pass;
• Expand the exempt deviated fixed route "Green Route 4";
• Reduce dial -a -ride service hours; and
• Enhance passenger amenities by installing benches, shelters, and trash
receptacles at strategic locations.
RTA
The RTA is the Consolidated Transportation Service Agency for Western Riverside
County and is responsible for coordinating transit services throughout the
approximately 2,500 square mile service area, providing driver training, and
assistance with grant applications. RTA provides local, intercity, and regional
transportation services.
Highlights of planned services for FY 2009/10 include the following:
• Minor route modifications and service maintenance improvements for
scheduling;
• CommuterLink (Routes 212 and 217) and Temecula Trolley Routes 55
and 57 will begin service June 29, 2009;
• A 7% reduction in fixed route services for FY 2010 to accommodate
declining revenue sources; and
• Ridership is anticipated to decline about 4% as a result of service
reductions and the new fare structure, but a growth of over 14% is
still expected on dial -a -ride services.
SunLine
SunLine is the Consolidated Transportation Service Agency and is responsible for
coordinating transit services in the Coachella Valley. SunLine's service area
consists of approximately 1,120 square miles. SunLine provides both local and
regional transportation services with 12 fixed routes and demand response
dial -a -ride services known as SunDial.
Agenda Items 8U
•
409
"
H i g h l i g h t s o f p l a n n e d s e r v i c e s f o r F Y 2 0 0 9 / 1 0 i n c l u d e t h e f o l l o w i n g :
" I m p l e m e n t o n e n e w f i x e d r o u t e t o i m p r o v e s e r v i c e a r e a c o v e r a g e ;
" C o n t i n u e w o r k i n g w i t h l o c a l j u r i s d i c t i o n s o n b u s s t o p i m p r o v e m e n t i s s u e s ;
" I m p l e m e n t J o b A c c e s s a n d R e v e r s e C o m m u t e ( J A R C ) a n d N e w F r e e d o m
g r a n t p r o j e c t s ;
" F i n a l i z e C o m p r e h e n s i v e O p e r a t i o n a l A n a l y s i s U p d a t e R e p o r t ; a n d
" C o n t i n u e w o r k i n g o n e n v i r o n m e n t a l a s s e s s m e n t , p r e l i m i n a r y a n d f i n a l
e n g i n e e r i n g f o r n e w A d m i n i s t r a t i v e b u i l d i n g .
R e g i o n a l C o m m u t e r R a i l
T h e S o u t h e r n C a l i f o r n i a R e g i o n a l R a i l A u t h o r i t y o p e r a t e s s e v e n c o m m u t e r r a i l l i n e s
w i t h 5 2 l o c o m o t i v e s a n d 1 7 3 c o m m u t e r r a i l c a r s . T h r e e r o u t e s , t h e R i v e r s i d e L i n e ,
t h e I n l a n d E m p i r e - O r a n g e C o u n t y L i n e ( I E O C ) , a n d t h e 9 1 L i n e d i r e c t l y s e r v e
W e s t e r n R i v e r s i d e C o u n t y w i t h c o n n e c t i n g s e r v i c e a v a i l a b l e t o d e s t i n a t i o n s o n t h e
o t h e r f o u r l i n e s .
H i g h l i g h t s o f p l a n n e d s e r v i c e s f o r F Y 2 0 0 9 / 1 0 i n c l u d e t h e f o l l o w i n g :
" M a i n t a i n c u r r e n t M e t r o l i n k s e r v i c e l e v e l s i n R i v e r s i d e C o u n t y ;
" E x p e c t e d d e l i v e r y o f n e w r a i l c o a c h e s f o r f u t u r e e x p a n s i o n o f s e r v i c e ;
" C o n t i n u e d e n g i n e e r i n g o f t h e P e r r i s V a l l e y L i n e ( R i v e r s i d e - M o r e n o v a l l e y -
P e r r i s ) M e t r o l i n k e x t e n s i o n p r o j e c t ;
" C o n t i n u e d i m p l e m e n t a t i o n o f t h e C o m m i s s i o n ' s " G r e e n " S t a t i o n
R e h a b i l i t a t i o n P l a n ;
" E n g i n e e r i n g o f a n e x p a n d e d R i v e r s i d e D o w n t o w n M e t r o l i n k l a y o v e r f a c i l i t y ;
a n d
" C o m p l e t i o n o f N o r t h M a i n C o r o n a p a r k i n g f a c i l i t y a n d P e r r i s M u l t i m o d a l
T r a n s p o r t a t i o n f a c i l i t y .
A t t a c h m e n t s : S h o r t R a n g e T r a n s i t P l a n s P o s t e d o n C o m m i s s i o n W e b s i t e
1 ) C i t y o f B a n n i n g
2 ) C i t y o f B e a u m o n t
3 ) C i t y o f C o r o n a
4 ) C i t y o f R i v e r s i d e
5 ) P V V T A
6 ) R T A
7 ) S u n L i n e
8 ) C o m m u t e r R a i l P r o g r a m
A g e n d a I t e m s 8 U 4 1 0
"
"
"
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 :
J u n e 1 0 , 2 0 0 9
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 :
F i n a C l e m e n t e , P r o g r a m 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 :
F i s c a l Y e a r 2 0 0 8 / 0 9 T h i r d Q u a r t e r S t a t u s
I m p r o v e m e n t P r o g r a m
o f
P r o d u c t i v i t y
S T A F F R E C O M M E N D A T I O N :
T h i s i t e m i s f o r t h e C o m m i s s i o n t o r e c e i v e a n d f i l e t h e t r a n s i t o p e r a t o r s ' t h i r d
q u a r t e r c o m p l i a n c e s t a t u s r e p o r t o n t h e F Y 2 0 0 8 / 0 9 P r o d u c t i v i t y I m p r o v e m e n t
P r o g r a m ( P I P ) .
B A C K G R O U N D I N F O R M A T I O N :
T h e T r a n s p o r t a t i o n D e v e l o p m e n t A c t ( T D A ) r e q u i r e s t h a t t h e C o m m i s s i o n a n n u a l l y
i d e n t i f y a n d a n a l y z e o p e r a t i n g t r e n d s f o r e a c h o p e r a t o r a n d r e c o m m e n d p o t e n t i a l
p r o d u c t i v i t y i m p r o v e m e n t s , w h i c h c o u l d l o w e r t h e o p e r a t i n g c o s t s ( P u b l i c U t i l i t i e s
C o d e ( P U C ) S e c t i o n 9 9 2 4 4 ) . T h e C o m m i s s i o n m e e t s t h i s r e q u i r e m e n t t h r o u g h t h e
a d o p t i o n a n d a p p r o v a l o f t h e S h o r t R a n g e T r a n s i t P l a n s ( S R T P ) , w h i c h d e t a i l t h e
o p e r a t i n g a n d c a p i t a l c o s t s f o r p l a n n e d t r a n s i t s e r v i c e s , b o t h b u s a n d c o m m u t e r
r a i l .
T h e P I P w a s d e s i g n e d t o a s s i s t i n t h e S R T P p r o c e s s a n d m e e t s t a t e P U C
r e q u i r e m e n t s b y e s t a b l i s h i n g o b j e c t i v e c r i t e r i a f o r a s s e s s i n g p r o d u c t i v i t y
i m p r o v e m e n t o p p o r t u n i t i e s . T h e P I P i s p a r t o f t h e C o m m i s s i o n ' s c o m p r e h e n s i v e
e f f o r t t o w o r k w i t h t h e c o u n t y ' s e i g h t p u b l i c t r a n s i t o p e r a t o r s t o i m p r o v e s y s t e m
e f f i c i e n c y , p r o v i d e b e t t e r s e r v i c e a n d m a n a g e c o s t s . T o a c c o m p l i s h t h i s , t h e P I P
e s t a b l i s h e s b o t h m a n d a t o r y a n d d i s c r e t i o n a r y p e r f o r m a n c e t a r g e t s t h a t a r e
e v a l u a t e d a g a i n s t t h e o p e r a t o r ' s a c t u a l p e r f o r m a n c e . T h e P I P r e q u i r e s a l l o p e r a t o r s
t o m e e t a s i n g l e m a n d a t o r y t a r g e t a n d s e v e n d i s c r e t i o n a r y t a r g e t s . T h e
p e r f o r m a n c e t a r g e t s a r e e v a l u a t e d t h r o u g h t h e P I P p r o c e s s a s f o l l o w s :
M a n d a t o r y T a r g e t
" F a r e b o x r e c o v e r y r a t i o ( b e t w e e n 1 0 p e r c e n t f o r s e r v i c e s p r o v i d e d i n
n o n - u r b a n i z e d a r e a s a n d 2 0 p e r c e n t f o r s e r v i c e s i n u r b a n i z e d a r e a s ) .
A g e n d a I t e m 8 V
4 1 1
Discretionary Targets
• Operating cost per revenue hour (+/- 15% variance);
• Subsidy per passenger (+/- 15% variance);
• Subsidy per passenger mile (+/- 15% variance);
• Subsidy per revenue hour (+/- 15% variance);
• Subsidy per revenue mile (+/- 15% variance);
• Passengers per revenue hour (+/- 15% variance); and
• Passengers per revenue mile (+/- 15% variance).
Additional Discretionary Targets for Commuter Rail Program
• Ridership growth - goal of 2%; and
• Passenger miles per revenue car - goal of 30 passengers per revenue car
mile.
To be in compliance with the PIP, a bus operator needs to meet or exceed the
required fare box recovery ratio and meet or exceed four of seven discretionary
targets. The Commuter Rail Program must meet or exceed the required fare box
recovery ratio as well as five out of nine discretionary standards.
Based on the FY 2008/09 third quarter data (July 2008 through March 2009), the
PIP Compliance Summary Report (Attachment 1) indicates that seven transit
operators have either met or exceeded their PIP targets. Riverside Transit Agency
(RTA), SunLine Transit Agency (SunLine), Palo Verde Valley Transit Authority
(PVVTA), and the city of Riverside have met the required fare box recovery target
and all seven discretionary targets. The city of Corona met the mandatory fare box
target as well as six out of seven discretionary targets, while the city of Banning
met five of seven discretionary targets in addition to the mandatory fare box target.
The Commission's Commuter Rail Program has met its fare box requirement and
five out of nine discretionary targets.
The city of Beaumont met six out of the seven discretionary targets but failed to
meet the minimum required farebox ratio of 10%. Additionally, the city of
Beaumont has not met the fare ratio requirement for the last three consecutive
years from FY 2006 to FY 2008. As a result, under the TDA law (PUC Sec
99268.9), funding for the FY 2008/09 will be reduced by the difference between
the fare revenues required to meet farebox and actual fares during the
noncompliance year. The reduction in Local Transportation Fund (LTF) operating
funds will be effected during the last quarter of the FY 2008/09.
Commission staff, in cooperation with transit providers, will continue to monitor
quarterly performance to ensure that transit services in the county continue to be
provided effectively, efficiently and safely.
Agenda Item 8V
412
"
"
"
A t t a c h m e n t s :
1 ) F Y 2 0 0 8 / 0 9 P I P C o m p l i a n c e S u m m a r y T h i r d Q u a r t e r S t a t u s
2 ) S e r v i c e P r o v i d e r P e r f o r m a n c e T a r g e t R e p o r t s
A g e n d a I t e m 8 V
4 1 3
"
"
F Y 2 0 0 8 / 0 9 P I P C O M P L I A N C E S U M M A R Y - T H I R D Q U A R T E R S T A T U S
J u l y 2 0 0 8 - M a r c h 2 0 0 9
O P E R A T O R S
A T T A C H M E N T 1
P I P I n d i c a t o r s
B a n n i n g
B e a u m o n t
C o r o n a
R i v e r s i d e
R C T C R a i l
R T A
S u n L i n e
P V V T A
M a n d a t o r y :
1 . F a r e b o x R e c o v e r y R a t i o
I J
I O
J
I 4
I J
I J
I J
I J
D i s c r e t i o n a r y :
1 . O p e r a t i n g C o s t P e r R e v e n u e H o u r
Q
O
O
J
O
J
J
J
2 . S u b s i d y P e r P a s s e n g e r
4
J
J
J
0
J
J
4
3 . S u b s i d y P e r P a s s e n g e r M i l e
N / A
J
J
d
J
J
d
J
4 . S u b s i d y P e r H o u r
J
J
4
J
O
J
J
J
5 . S u b s i d y P e r M i l e
J
J
J
J
0
4
J
J
6 . P a s s e n g e r s P e r R e v e n u e H o u r
J
J
J
J
J
J
J
J
7 . P a s s e n g e r s P e r R e v e n u e M i l e
J
J
J
J
J
J
J
J
U n l i n k e d P a s s e n g e r T r i p s ( R a i l )
" m " S w
, ' a r
*
f
J
t
P a s s e n g e r M i l e s p e r R e v . C a r M i l e s ( R o i l )
, . g " # ��, , , ��, ����, ��- , ,
, ��. . ��
��f �� , ��i . _
��. ' ��" ��. �� , .
4
M a n d a t o r y S c o r e c a r d ( F a r e b o x R a t i o
D i s c r e t i o n a r y S c o r e c a r d
M e t F a r e b o x
m e t 5 o f 7
N o t M e t F a r e b o x
m e t 6 o f 7
M e t F a r e b o x
m e t 6 o f 7
M e t F a r e b o x
m e t 7 o f 7
M e t F a r e b o x
m e t 5 o f 9
M e t F a r e b o x
m e t 7 o f 7
M e t F a r e b o x
m e t 7 o f 7
M e t F a r e b o x
m e t 7 o f 7
P I P C o m p l i a n c e *
J
O f o r F R
J
J
J
J
J
J
* L e g e n d : J = I n C o m p l i a n c e ; f b = N o t i n C o m p l i a n c e ; N / A = n o t a v a i l a b l e
T o m e e t R C T C P I P P r o g r a m , o p e r a t o r s n e e d t o m e e t :
" R e q u i r e d F a r e b o x r e c o v e r y r a t i o : ( 1 0 % f o r m u n i c i p a l o p e r a t o r s ; 2 0 % f o r C o r o n a , 4 0 % f o r R a i l , 1 7 . 6 5 % f o r R T A a n d 1 7 . 1 4 % f o r S u n L i n e )
" A t l e a s t 4 o f t h e 7 d i s c r e t i o n a r y t a r g e t s ( B u s ) ; a t l e a s t 5 o f t h e 9 d i s c r e t i o n a r y t a r g e t s ( R a i l )
T h i r d Q u a r t e r F y 0 8 / 0 9 P I P C o m p l i a n c e ( a s o f M a r c h / 0 9 ) :
" A l l O p e r a t o r s e x c e p t t h e C i t y o f B e a u m o n t m e t f a r e b o x r a t i o r e q u i r e m e n t
" A l l O p e r a t o r s a r e i n c o m p l i a n c e w i t h D i s c r e t i o n a r y I n d i c a t o r r e q u i r e m e n t t o m e e t a t l e a s t 4 o f 7 d i s c r e t i o n a r y t a r g e t s
4 1 4
"
I l i r e r v d o ( o u z e l I r n a p a t o t l u n U m o i s 9
T a b l e 7 - - S e r v i c e P r o v i d e r P e r f o r m a n c e T a r g e t s
F Y 2 0 0 8 / 0 9 S h o r t R a n g e T r a n s i t P l a n R e v i e w
C i t y o f B a n n i n g
D a t a E l e m e n t s
F Y 2 0 0 8 / 0 9 P l a n
F Y 2 0 0 8 / 0 9 T a r g e t
F Y 2 0 0 8 / 0 9
Y e a r t o D a t e
T h r o u g h 3 r d Q u a r t e r
Y e a r t o D a t e
P e r f o r m a n c e
S c o r e c a r d
U n l i n k e d P a s s e n g e r T r i p s
1 4 7 , 0 0 0
P a s s e n g e r M i l e s
6 0 8 , 0 7 0
T o t a l A c t u a l V e h i c l e R e v e n u e H o u r s
1 6 , 0 8 5 . 0
T o t a l A c t u a l V e h i c l e R e v e n u e M i l e s
2 4 6 , 6 1 8 . 0
T o t a l A c t u a l V e h i c l e M i l e s
2 6 1 , 3 5 8 . 0
T o t a l O p e r a t i n g E x p e n s e s
$ 1 , 2 6 5 , 0 8 7
T o t a l P a s s e n g e r F a r e R e v e n u e
$ 1 2 6 , 5 5 0
N e t O p e r a t i n g E x p e n s e s
$ 1 , 1 3 8 , 5 3 7
P e r f o r m a n c e I n d i c a t o r s
M a n d a t o r y :
1 . F a r e b o x R e c o v e r y R a t i o I
1 0 . 0 0 % I
> = 1 0 . 0 0 %
I 1 1 . 2 8 % 1
M e e t s T a r g e t
D i s c r e t i o n a r y :
1 . O p e r a t i n g C o s t P e r R e v e n u e H o u r
$ 7 8 . 6 5
< _ $ 7 9 . 2 5
$ 8 2 . 0 1
F a i l s t o M e e t T a r g e t
2 . S u b s i d y P e r P a s s e n g e r
$ 7 , 7 5
> = $ 6 . 3 5 a n d < = $ 8 . 5 9
$ 7 . 5 8
M e e t s T a r g e t
3 . S u b s i d y P e r P a s s e n g e r M i l e
$ 1 . 8 7
N o n e
$ 2 . 9 6
4 . S u b s i d y P e r H o u r
$ 7 0 . 7 8
> = $ 5 8 . 2 3 a n d < = $ 7 8 . 7 9
$ 7 2 . 7 5
M e e t s T a r g e t
5 . S u b s i d y P e r M i l e
$ 4 . 6 2
> = $ 3 . 5 5 a n d < = $ 4 . 8 1
$ 4 . 4 4
M e e t s T a r g e t
6 . P a s s e n g e r s P e r R e v e n u e H o u r
9 . 1
> = 7 . 8 a n d < = 1 0 . 6
9 . 6
M e e t s T a r g e t
7 . P a s s e n g e r s P e r R e v e n u e M i l e
0 . 6 0
> = 0 , 4 8 a n d < = 0 . 6 4
0 . 5 9
M e e t s T a r g e t
o t e : M u s t m e e t a t l e a s t 4 o u t o f 7 D i s c r e t i o n a r y P e r f o r m a n c e I n d i c a t o r s
P r o d u c t i v i t y P e r f o r m a n c e S u m m a r y :
M e e t s F Y 0 8 / 0 9 F a r e b o x R a t i o R e q u i r e m e n t .
M e e t s 5 o f 7 D i s c r e t i o n a r y I n d i c a t o r s . M e e t s R C T C P I P P r o g r a m .
S e r v i c e P r o v i d e r C o m m e n t s :
T r a n s T r a c k M a n a g e r "
5 / 2 1 / 2 0 0 9
4 1 5
P a g e 1 o f 8
Riverside Inulr frm:partelim (emoissioa
Table 7 -- Service Provider Performance Targets Report
FY 2008/09 Short Range Transit Plan Review
City of Beaumont
Data Elements
FY 2008/09 Plan
FY 2008/09 Target
FY 2008/09
Year to Date
Through 3rd Quarter
Year to Date
Performance
Scorecard
Unlinked Passenger Trips
108,700
_
Passenger Miles
- 227,750
Total Actual Vehicle Revenue Hours
15,975.0
Total Actual Vehicle Revenue Miles
226,700.0
Total Actual Vehicle Miles
231,450.0
Total Operating Expenses
$1,154,329
Total Passenger Fare Revenue
$115,433
Net Operating Expenses
$1,038,896
Performance Indicators
Mandatory:
1. Farebox Recovery Ratio I
10.00%I
>= 10.00%
I 9.62%1
Fails to Meet Target
Discretionary:
1. Operating Cost Per Revenue Hour
$72.26
<_ $71.26
$71.73
Fails to Meet Target
2. Subsidy Per Passenger
$9.56
>_ $8.02 and <_ $10.86
$10.69
Meets Target
3. Subsidy Per Passenger Mile
$4.56
>_ $3.79 and <_ $5.13
$4.93
Meets Target
4. Subsidy Per Hour
$65.03
>_ $53.36 and <_ $72.20
$64.83
Meets Target
5. Subsidy Per Mile
$4.58
>_ $3.49 and <_ $4.72
$4.69
Meets Target
6. Passengers Per Revenue Hour
6.8
>= 5.5 and <= 7.5
6.1
Meets Target
7. Passengers Per Revenue Mile
0.48
>= 0.39 and <= 0.53
0.44
Meets Target
Note: Must meet at least 4 out of 7 Discretionary Performance Indicators
Productivity Performance Summary:
Did not meet FY 08/09 Farebox Ratio Requirement.
Meets 6 of 7 Discretionary Indicators. Did not meet RCTC PIP Program as of third quarter.
Service Provider Comments:
TransT Manager'"'
5/21/200
fie 2 of
Ahenida(au IroMpuNlien tumrtramn
1110 Table 7 -- Service Provider Performance Targets port
FY 2008/09 Short Range Transit Plan Review
City of Corona
Data Elements
FY 2008/09 Plan
FY 2008/09 Target
FY 2008/09
Year to Date
Through 3rd Quarter
Year to Date
Performance
Scorecard
Unlinked Passenger Trips
232,873
Passenger Miles
1,011,373
Total Actual Vehicle Revenue Hours
34,976.0
Total Actual Vehicle Revenue Miles
426,770.0
Total Actual Vehicle Miles
450,170.0
Total Operating Expenses
$2,108,372
Total Passenger Fare Revenue
$421,687
Net Operating Expenses
$1,686,685
Performance Indicators
Mandatory:
1 Farebox Recovery Ratio 1
20.000/01
>= 20.00%'
20.00%1
Meets Target
Discretionary:
1. Operating Cast Per Revenue Hour
$60.28
<= $55.58
$57.38
Falls to Meet Target
2. Subsidy Per Passenger
$7.24
>= $5.45 and <= $7.37
$6.83
Meets Target
3. Subsidy Per Passenger Mile
$1.67
>= $1.35 and <= $1.83
$1.61
Meets Target
4. Subsidy Per Hour
$48.22
>= $36.55 and <= $49.45
$45.90
Meets Target
5. Subsidy Per Mile
$3.95
>= $2.92 and <= $3.94
$3.59
Meets Target
6. Passengers Per Revenue Hour
6.7
>= 5.7 and <= 7.7
6.7
Meets Target
7. Passengers Per Revenue Mile
0.55
>= 0.45 and <= 0.61
0.53
Meets Target
Note: Must meet at least 4 out of 7 Discretionary Performance Indicators
Productivity Performance Summary:
Meets FY 08/09 Farebox Ratio Requirement.
Meets 6 of 7 Discretionary Indicators. Meets RCTC PIP Program,
Service Provider Comments:
TransTrack Manager""
5/21/2009
417
Page 3108
Table 7 -- Service Provider Performance Targets Report
FY 2008/09 Short Range Transit Plan Review
City of Riverside
Data Elements
FY 2008/09 Plan
FY 2008/09 Target
FY 2008/09
Year to Date
Through 3rd Quarter
Year to Date
Performance
Scorecard
Unlinked Passenger Trips
160,000
Passenger Miles
580,444
Total Actual Vehicle Revenue Hours
40,160.0
Total Actual Vehicle Revenue Miles
580,444.0
Total Actual Vehicle Miles
665,032.0
Total Operating Expenses
$3,091,941
Total Passenger Fare Revenue
$317,100
Net Operating Expenses
$2,774,841
Performance Indicators
Mandatory:
1. Farebox Recovery Ratio
10.25%I
>= 10.00% I
11.57%I
Meets Target
Discretionary:
1. Operating Cost Per Revenue Hour
$76.99
<= $79.34
$71.95
Meets Target
2. Subsidy Per Passenger
$17.34
>= $12.46 and <= $16.86
$16.23
Meets Target
3. Subsidy Per Passenger Mile
$4.78
>= $3.12 and <= $4.22
$4.19
Meets Target
4. Subsidy Per Hour
$69.09
>= $57.26 and <= $77.48
$63.62
Meets Target
5. Subsidy Per Mile
$4.78
>= $3.77 and <= $5.11
$4.52
Meets Target
6. Passengers Per Revenue Hour
4.0
>= 3.9 and <= 5.3
3.9
Meets Target
7. Passengers Per Revenue Mile
0.28
>= 0.26 and <= 0.35
0.28
Meets Target
Note: Must meet at least 4 out of 7 Discretionary Performance Indicators
Productivity Performance Summary:
Meets FY 08/09 Farebox Ratio Requirement.
Meets 7 of 7 Discretionary Indicators. Meets RCTC PIP Program.
Service Provider Comments:
TransTr anger'"
5/21/2009
•
fie 4 ora
"
" T a b l e 7 - - S e r v i c e P r o v i d e r P e r f o r m a n c e T a r g e t s R e p o r t
F Y 2 0 0 8 / 0 9 S h o r t R a n g e T r a n s i t P l a n R e v i e w
P a l o V e r d e V a l l e y T r a n s i t A g e n c y
D a t a E l e m e n t s
F Y 2 0 0 8 / 0 9 P l a n
F Y 2 0 0 8 / 0 9 T a r g e t
F Y 2 0 0 8 / 0 9
Y e a r t o D a t e
T h r o u g h 3 r d Q u a r t e r
Y e a r t o D a t e
P e r f o r m a n c e
S c o r e c a r d
U n l i n k e d P a s s e n g e r T r i p s
4 6 , 5 1 5
P a s s e n g e r M i l e s
6 2 9 , 0 2 1
T o t a l A c t u a l V e h i c l e R e v e n u e H o u r s
1 2 , 3 1 8 . 0
T o t a l A c t u a l V e h i c l e R e v e n u e M i l e s
2 1 2 , 8 4 3 . 0
T o t a l A c t u a l V e h i c l e M i l e s
2 5 0 , 6 8 0 . 0
T o t a l O p e r a t i n g E x p e n s e s
$ 9 3 1 , 9 4 9
T o t a l P a s s e n g e r F a r e R e v e n u e
$ 9 6 , 9 5 0
N e t O p e r a t i n g E x p e n s e s
$ 8 3 4 , 9 9 9
P e r f o r m a n c e I n d i c a t o r s
M a n d a t o r y :
1 . F a r e b o x R e c o v e r y R a t i o 1
1 0 . 4 0 % '
> = 1 0 . 0 0 %
I 1 1 . 7 9 % I
M e e t s T a r g e t
D i s c r e t i o n a r y :
1 . O p e r a t i n g C o s t P e r R e v e n u e H o u r
$ 7 5 . 6 6
< = $ 7 3 . 5 2
$ 6 8 . 9 1
M e e t s T a r g e t
2 . S u b s i d y P e r P a s s e n g e r
$ 1 7 . 9 5
> = $ 1 4 . 6 2 a n d < = $ 1 9 . 7 8
$ 1 2 . 4 8
B e t t e r T h a n T a r g e t
3 . S u b s i d y P e r P a s s e n g e r M i l e
$ 1 . 3 3
> = $ 2 . 9 2 a n d < = $ 3 . 9 4
$ 2 . 0 2
B e t t e r T h a n T a r g e t
4 . S u b s i d y P e r H o u r
$ 6 7 . 7 9
> = $ 5 4 . 3 6 a n d < = $ 7 3 . 5 4
$ 6 0 . 7 8
M e e t s T a r g e t
5 . S u b s i d y P e r M i l e
$ 3 . 9 2
> = $ 3 . 1 6 a n d < = $ 4 . 2 8
$ 3 . 6 3
M e e t s T a r g e t
6 . P a s s e n g e r s P e r R e v e n u e f l o u r
3 . 8
> = 3 . 2 a n d < = 4 . 3
4 . 9
B e t t e r T h a n T a r g e t
7 . P a s s e n g e r s P e r R e v e n u e M i l e
0 . 2 2
> = 0 , 1 9 a n d < = 0 . 2 5
0 . 2 9
B e t t e r T h a n T a r g e t
N o t e : M u s t m e e t a t l e a s t 4 o u t o f 7 D i s c r e t i o n a r y P e r f o r m a n c e I n d i c a t o r s
P r o d u c t i v i t y P e r f o r m a n c e S u m m a r y :
M e e t s F Y 0 8 / 0 9 F a r e b o x R a t i o R e q u i r e m e n t .
M e e t s 7 o f 7 D i s c r e t i o n a r y I n d i c a t o r s . M e e t s R C l - C P I P P r o g r a m .
S e r v i c e P r o v i d e r C o m m e n t s :
T r a n s T r a c k M a n a g e r ' " '
5 / 2 1 / 2 0 0 9
4 1 9
P a g e S o f 8
Table 7 -- Service Provider Performance Targets Report
FY 2008/09 Short Range Transit Plan Review
RCTC Commuter Rail
Data Elements
FY 2008/09 Plan
FY 2008/09 Target
FY 2008/09
Year to Date
Through 3rd Quarter
Year to Date
Performance
Scorecard
Unlinked Passenger Trips
3,143,274
,
Passenger Miles
107,484,652
Total Actual Vehicle Revenue Train Hours
77,037.0
Total Actual Vehicle Revenue Car Miles
3,052,430.0
Total Actual Vehicle Train Miles
Total Operating Expenses
$41,600,300
Total Passenger Fare Revenue
$18,931,800
Net Operating Expenses
$22,668,500
Performance Indicators
Mandatory:
1. Farebox Recovery Ratio I
45.500/01
>= 40.000/0 J
45.49%I
Meets Target
Discretionary:
1. Operating Cost Per Revenue Hour
$540.00
<= $540.83
$588.99
Fails to Meet Target
2, Subsidy Per Passenger
$7.21
>= $5.27 and <= $7.13
$7.19
Fails to Meet Target
3. Subsidy Per Passenger Mile
$0.21
>= $0.15 and <= $0.21
$0.21
Meets Target
4, Subsidy Per Hour
$294.25
>_ $231.39 and <= $313.05
$321.03
Fails to Meet Target
5. Subsidy Per Mile
$7.43
>= $5.42 and <_ $7.34
$7.55
Fails to Meet Target
6. Passengers Per Revenue Hour
40.8
>= 37.3 and <= 50.5
44.6
Meets Target
7. Passengers Per Revenue Mile
1.03
>= 0.88 and <= 1.18
1.05
Meets Target
8. Unlinked Passenger Trips
3,143,274
>= 3,056,317
2,364,851
Meets Target
9. Passenger Miles per Rev. Car Miles
35.21
>= 30.52 and <= 41.30
35.97
Meets Target
Note: Must meet at least 5 out of 9 Discretionary Performance Indicators
Productivity Performance Summary:
Meets FY 08/09 Farebox Ratio Requirement.
Meets 5 of 9 Discretionary Indicators. Meets RCTC PIP Program.
Service Provider Comments:
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Table 7 -- Service Provider Performance Targets Report
FY 2008/09 Short Range Transit Plan Review
Riverside Transit Agency
Data Elements
FY 2008/09 Plan
FY 2008/09 Target
FY 2008/09
Year to Date
Through 3rd Quarter
Year to Date
Performance
Scorecard
Unlinked Passenger Trips
7,641,193
Passenger Miles
52,755,007
Total Actual Vehicle Revenue Hours
711,689.0
Total Actual Vehicle Revenue Miles
11,624,909.0
Total Actual Vehicle Miles
13,585,017.0
Total Operating Expenses
$55,574,808
Total Passenger Fare Revenue
$8,803,868
Net Operating Expenses
$46,770,940
Performance Indicators
Mandatory:
1. Farebox Recovery Ratio
I 15.84%I
>= 17.58% I
22.02%J
Meets Target
Discretionary:
1. Operating Cost Per Revenue Hour
$78.09
<_ $77.24
$77.24
Meets Target
2. Subsidy Per Passenger
$6.12
>_ $4.79 and <_ $6.49
$4.94
Meets Target
3. Subsidy Per Passenger Mile
$0.89
>_ $0.71 and <_ $0.95
$0.75
Meets Target
4. Subsidy Per Hour
$65.72
>_ $52.86 and <_ $71.52
$60.23
Meets Target
5. Subsidy Per Mile
$4.02
>_ $3.22 and <_ $4.36
$3.61
Meets Target
6. Passengers Per Revenue Hour
10.7
>= 9.4 and <= 12.7
12.2
Meets Target
7. Passengers Per Revenue Mile
0.66
>= 0.57 and <= 0.77
0.73
Meets Target
Note: Must meet at least 4 out of 7 Discretionary Performance Indicators
Productivity Performance Summary:
Meets FY 08/09 Farebox Ratio Requirement.
Meets 7 of 7 Discretionary Indicators. Meets RCTC PIP Program.
Service Provider Comments:
(1) FY2008 Operating Expense includes $1.3M for the required GASB ARC. It does not include the GASB over ARC or pre -fund amount of $4.3M. The exclusion of the pre -fund
amount of $4.3M from the discretionary PIP measurements was the agreed upon methodology with RCTC in order to maximize our Other Post Employment Benefits (OPEB)
obligation.
(2) FY2009 Operating Expenses budget does not include any GASB funding as the agency is foregoing this key expense until the economic outlook brightens.
TransTrack Manager"'
5R1/2009
421
Page 7 of
Table 7 -- Service Provider Performance Targets Report
FY 2008/09 Short Range Transit Plan Review
SunLine Transit Agency
Data Elements
FY 2008/09 Plan
FY 2008/09 Target
FY 2008/09
Year to Date
Through 3rd Quarter
Year to Date
Performance
Scorecard
Unlinked Passenger Trips
3,591,473
Passenger Miles
22,352,092
Total Actual Vehicle Revenue Hours
234,180.0
Total Actual Vehicle Revenue Miles
3,005,469.0
Total Actual Vehicle Miles
3,256,404.0
Total Operating Expenses
$22,735,270
Total Passenger Fare Revenue
$4,051,622
Net Operating Expenses
$18,683,648
Performance Indicators
Mandatory:
1. Farebox Recovery Ratio
1 r 17.82%1
>= 17.77%
I 18.55%I
Meets Target
Discretionary:
1. Operating Cost Per Revenue Hour
$97.08
<= $99.65
$91.05
Meets Target
2. Subsidy Per Passenger
$5.20
>= $3.79 and <= $5.13
$4.59
Meets Target
3. Subsidy Per Passenger Mile
$0.84
>= $0.61 and <= $0.83
$0.8o
Meets Target
4. Subsidy Per Hour
$79.78
>= $65.12 and <= $88.10
$74.16
Meets Target
5. Subsidy Per Mile
$6.22
>= $5.10 and <= $6.90
$5.81
Meets Target
6. Passengers Per Revenue Hour
15.3
>= 14.6 and <= 19.8
16.1
Meets Target
7. Passengers Per Revenue Mile
1.19
>= 1.15 and <= 1.55
1.26
Meets Target
Note: Must meet at least 4 out of 7 Discretionary Performance Indicators
Productivity Performance Summary:
Meets FY 08/09 Farebox Ratio Requirement.
Meets 7 of 7 Discretionary Indicators. Meets RCTC PIP Program.
Service Provider Comments:
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"
R I V E R S / D E
C O U N T Y T R A N S P O R T A T I O N C O M M I S S I O N
D A T E :
J u n e 1 0 , 2 0 0 9
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 :
M a r t h a D u r b i n , S t a f f A n a l y s t
F i n a C l e m e n t e , T r a n s i t 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 :
P a l o V e r d e V a l l e y F i s c a l Y e a r 2 0 0 9 / 1 0 U n m e t T r a n s i t N e e d s
H e a r i n g
C I T I Z E N S A D V I S O R Y C O M M I T T E E / S O C I A L S E R V I C E S T R A N S P O R T A T I O N
A D V I S O R Y C O U N C I L 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 ) R e a f f i r m t h e C o m m i s s i o n ' s d e f i n i t i o n o f " U n m e t T r a n s i t N e e d s " a n d
" R e a s o n a b l e t o M e e t " s t a n d a r d s ; a n d
2 ) M a k e a f i n d i n g t h r o u g h t h e a d o p t i o n o f R e s o l u t i o n N o . 0 9 - 0 1 0 , ` 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 A d o p t i n g a
F i n d i n g T h a t T h e r e A r e N o U n m e t T r a n s i t N e e d s T h a t A r e R e a s o n a b l e t o
M e e t i n T h e P a l o V e r d e V a l l e y A r e a " , t h a t b a s e d u p o n a r e v i e w o f t h e
r e q u e s t s f o r s e r v i c e s r e c e i v e d t h r o u g h t h e U n m e t T r a n s i t N e e d s H e a r i n g
p r o c e s s , r e v i e w o f e x i s t i n g s e r v i c e s a n d p r o p o s e d i m p r o v e m e n t s t o t h e
a v a i l a b l e s e r v i c e s , t h e r e a r e n o u n m e t t r a n s i t n e e d s t h a t c a n b e r e a s o n a b l y
m e t i n t h e P a l o V e r d e V a l l e y .
B A C K G R O U N D I N F O R M A T I O N :
S t a t e l a w r e q u i r e s t h a t p r i o r t o m a k i n g a n y a l l o c a t i o n s o f L o c a l T r a n s p o r t a t i o n F u n d
( L T F ) f u n d s n o t d i r e c t l y r e l a t e d t o p u b l i c t r a n s i t , t h e C o m m i s s i o n m u s t i d e n t i f y t h e
u n m e t t r a n s i t n e e d s i n t h e a r e a a n d d e t e r m i n e t h o s e t h a t a r e r e a s o n a b l e t o m e e t .
A t l e a s t o n e p u b l i c h e a r i n g m u s t b e h e l d t o s o l i c i t c o m m e n t s o n u n m e t t r a n s i t
n e e d s . T h e o n l y a r e a w h e r e t h i s d e t e r m i n a t i o n o f u n m e t n e e d s i s a p p l i c a b l e i s t h e
P a l o V e r d e V a l l e y w h e r e i n p r i o r y e a r s n o t a l l f u n d s h a v e b e e n n e e d e d f o r t r a n s i t .
I n t h e W e s t e r n R i v e r s i d e C o u n t y a n d C o a c h e l l a V a l l e y , a l l a v a i l a b l e l o c a l t r a n s i t
f u n d s a r e b e i n g u s e d f o r t r a n s i t s e r v i c e . F o r F Y 2 0 0 9 / 1 0 , s t a f f p r o j e c t s a t o t a l o f
$ 1 , 0 2 9 , 1 9 9 i n a v a i l a b l e L T F f u n d s f o r t r a n s i t s e r v i c e s ; o f t h a t a m o u n t , t r a n s i t s t a f f
h a s i d e n t i f i e d t h e u s e o f a p p r o x i m a t e l y $ 8 4 3 , 1 0 4 t o w a r d s o p e r a t i n g a n d c a p i t a l
c o s t s .
T h e C o m m i s s i o n h e l d a p u b l i c h e a r i n g i n B l y t h e o n M a r c h 5 , 2 0 0 9 . C o m m i s s i o n e r s
J o s e p h D e C o n i n c k , D i c k K e l l y , J e f f S t o n e , R o y W i l s o n , a n d C i t i z e n s A d v i s o r y
C o m m i t t e e m e m b e r s J i m C o l l i n s a n d S h e r r y T h i b o d e a u x a c t e d a s t h e h e a r i n g
A g e n d a I t e m 8 W
4 2 3
board. Notice of the public hearing was advertised in the Desert Sun, Palo Verde
Valley Times, and the Press Enterprise. Notices of the hearing were delivered and
posted at the Blythe Police Department, Palo Verde Valley Transit Authority
(PVVTA), city of Blythe Administrative Offices, Palo Verde College and the
Riverside County Department of Public Social Services. Flyers in both english and
Spanish were posted on transit vehicles and made available to riders.
Four people testified at the hearing and four written statements were received
regarding transit service needs in the area (Attachment 2). PVVTA and city of
Blythe staff determined what improvements were reasonable to meet based on
cost and projected productivity.
The following is a summary of comments and responses.
• Request to extend operations:
o One comment was received requesting operations to be extended to
Ripley, Monday through Friday
PVVTA staff response — Staff will be proposing to the PVVTA
Board in the new Fiscal Year to increase the route service to
Ripley, to a Monday through Friday service. Weekend service is
recommended to stay as is since ridership does not warrant
additional weekend service.
• Request modification to existing route schedule:
o One comment was received requesting Blue Route 1 to run Saturday
hours the same as weekday hours and provide Sunday services
PVVTA staff response — Ridership on the Blue Route 1 does not
warrant establishing an earlier service. Dial -a -Ride is available to
provide transportation for earlier service and current deviated
Gold Route service on the weekend can accommodate these
requests.
• Request to increase services to the Palo Verde College:
o One comment was received requesting that the services to and from
the College be increased, along with service to Ehrenberg, Arizona
PVVTA staff response — Staff is currently working with
Palo Verde College to find other funding opportunities from the
education side to help provide late night service. The scope of
the agency is to serve the residents of the Palo Verde Valley.
PVVTA staff has a good working relationship with
La Paz County Transit operator of transit service for Ehrenberg,
AZ and has expressed these concerns with La Paz County
Transit.
• Other comments include:
o Recommendation for services from Blythe to Palm Springs;
o Concerns with gaps in transit services;
o Needed more transportation for medical appointments outside of the
community;
Agenda Item 8W
•
•
424
"
o S u g g e s t e d p u r c h a s e o f a n e c o n o m i c a l c a r f o r u s e o f D i a l - a - R i d e
S e r v i c e s f o r p a s s e n g e r s w i t h o u t w h e e l c h a i r s ; a n d
o A f o c u s g r o u p l i s t e d m e d i c a l t r a n s p o r t a t i o n a s i t s n u m b e r t w o p r i o r i t y
f o r s e n i o r s .
P r i o r t o a l l o c a t i n g a n y T r a n s p o r t a t i o n D e v e l o p m e n t A c t ( T D A ) f u n d s f o r s t r e e t a n d
r o a d p u r p o s e s , t h e C o m m i s s i o n m u s t a d o p t b y r e s o l u t i o n a f i n d i n g t h a t t h e r e a r e n o
u n m e t t r a n s i t n e e d s t h a t c a n b e r e a s o n a b l y m e t b y e x i s t i n g o r p r o p o s e d s e r v i c e
c o n t a i n e d i n t h e S h o r t R a n g e T r a n s i t P l a n ( S R T P ) f o r R i v e r s i d e C o u n t y . T h e
d e f i n i t i o n s C o m m i s s i o n a d o p t e d f o r " U n m e t T r a n s i t N e e d s " a n d " R e a s o n a b l e t o
M e e t " a r e a s f o l l o w s :
" U n m e t T r a n s i t N e e d s a r e , a t a m i n i m u m , t h o s e p u b l i c t r a n s p o r t a t i o n o r
s p e c i a l i z e d t r a n s p o r t a t i o n s e r v i c e s t h a t a r e i d e n t i f i e d i n t h e R e g i o n a l S R T P
r e p o r t , a n d t h e R e g i o n a l T r a n s p o r t a t i o n P l a n ( R e g i o n a l M o b i l i t y P l a n ) t h a t
h a v e n o t b e e n i m p l e m e n t e d o r f u n d e d . "
" R e a s o n a b l e t o m e e t s h a l l i n c l u d e t h e f o l l o w i n g f a c t o r s : c o m m u n i t y
a c c e p t a n c e , t i m i n g , e q u i t y , e c o n o m y ( b o t h s h o r t t e r m a n d l o n g t e r m ) , a n d
c o s t e f f e c t i v e n e s s i n c l u d i n g t h e a b i l i t y t o m e e t t h e r e q u i r e d f a r e b o x r a t i o s . "
A t t a c h m e n t s :
1 ) R e s o l u t i o n N o . 0 9 - 0 1 0
2 ) S u m m a r y o f O r a l a n d W r i t t e n T e s t i m o n y a n d S t a f f R e s p o n s e s
A g e n d a I t e m 8 W
4 2 5
"
A T T A C H M E N T 1
R E S O L U T I O N N O . 0 9 - 0 1 0
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 A D O P T I N G A F I N D I N G T H A T T H E R E A R E N O U M E T T R A N S I T
N E E D S T H A T A R E R E A S O N A B L E T O M E E T I N T H E P A L O V E R D E V A L L E Y
A R E A
W H E R E A S , t h e C o m m i s s i o n h a s i d e n t i f i e d t h e t r a n s i t n e e d s o f r e s i d e n t s
i n t h e P a l o V e r d e V a l l e y a r e a , i n c l u d i n g t h e n e e d s o f s e n i o r s , p e r s o n s w i t h
d i s a b i l i t i e s a n d t h e t r a n s i t d e p e n d e n t ; a n d
W H E R E A S , t h e C o m m i s s i o n h a s h e l d a p r o p e r l y n o t i c e d p u b l i c h e a r i n g o n
M a r c h 5 , 2 0 0 9 , a n d s o l i c i t e d w r i t t e n c o m m e n t s , t o g a t h e r i n f o r m a t i o n t o a s s i s t i n
i d e n t i f y i n g u n m e t t r a n s i t n e e d s i n t h e P a l o V e r d e V a l l e y a r e a ; a n d
W H E R E A S , t h e c o m m i s s i o n h a s d e f i n e d " U n m e t T r a n s i t N e e d s " a s , a t a
m i n i m u m , t h o s e p u b l i c t r a n s p o r t a t i o n o r s p e c i a l i z e d t r a n s p o r t a t i o n s e r v i c e s t h a t
a r e i d e n t i f i e d i n t h e R e g i o n a l S h o r t R a n g e T r a n s i t P l a n R e p o r t , a n d t h e R e g i o n a l
T r a n s p o r t a t i o n P l a n ( R e g i o n a l M o b i l i t y P l a n ) t h a t h a v e n o t b e e n i m p l e m e n t e d o r
f u n d e d ; a n d
W H E R E A S , t h e C o m m i s s i o n h a s d e f i n e d " r e a s o n a b l e t o m e e t " a s
i n c l u d i n g t h e f o l l o w i n g f a c t o r s : c o m m u n i t y a c c e p t a n c e , t i m i n g , e q u i t y , e c o n o m y
( b o t h s h o r t t e r m a n d l o n g t e r m ) , a n d c o s t e f f e c t i v e n e s s i n c l u d i n g t h e a b i l i t y t o
m e e t t h e r e q u i r e d f a r e b o x r a t i o s ; a n d
W H E R E A S , p u r s u a n t t o C a l i f o r n i a P u b l i c U t i l i t i e s C o d e s e c t i o n 9 9 4 0 1 . 5 ,
t h e C o m m i s s i o n h a s c o n s u l t e d w i t h t h e C o m m i s s i o n ' s C i t i z e n s ' A d v i s o r y
C o m m i t t e e / S o c i a l S e r v i c e s T r a n s p o r t a t i o n A d v i s o r y C o u n c i l r e g a r d i n g t h e t r a n s i t
n e e d s o f t h e P a l o V e r d e V a l l e y a r e a ; a n d
W H E R E A S , a n a n a l y s i s o f t h e e x i s t i n g p u b l i c t r a n s p o r t a t i o n s e r v i c e s ( D i a l -
A - R i d e a n d F i x e d R o u t e ) i n t h e P a l o V e r d e V a l l e y h a s b e e n c o m p l e t e d , a n d w i t h
t h e p l a n n e d i m p r o v e m e n t s t h a t w i l l b e i n c l u d e d i n t h e F Y 2 0 0 9 / 1 0 F Y 2 0 1 1 / 1 2
R i v e r s i d e C o u n t y S h o r t R a n g e T r a n s i t P l a n , w a s f o u n d t o b e a d e q u a t e t o m e e t
t h e n e e d s o f s e n i o r s , p e r s o n s w i t h d i s a b i l i t i e s , t h e t r a n s i t d e p e n d e n t a n d t h e
g e n e r a l p u b l i c ;
4 2 6
NOW, THEREFORE, the Riverside County Transportation Commission
here by resolves:
That the Commission adopts the finding that there are no unmet transit
needs in the Palo Verde Valley area of Riverside County that are reasonable to
meet.
APPROVED AND ADOPTED, this 10th day of June, 2009.
Robert E. Magee, Chair
Riverside County Transportation Commission
ATTEST:
Jennifer Harmon, Clerk of the Board
Riverside County Transportation Commission
•
•
•
427
RIVERSIDE COUNTY TRANSPORTATION COMMISSION ATTACHMENT 2
FY 2009/10 UNMET TRANSIT NEEDS HEARING
�lythe City Hall
arch 5, 2009
Summary of Oral and Written Testimony and PWTA Staff Responses
NAME/ORGANIZATION
AND ADDRESS
SUMMARY OF COMMENTS
STAFF RESPONSE
Henrietta Devereau
PO Box 772
Blythe, CA 92226
Requested service to Ripley,
Monday through Friday.
Suggested that additional hours
are needed for weekend routes.
Would like no more cuts and no
more fare increases.
Staff will be proposing to the PVVTA
Board in the new Fiscal Year to
increase the route service to Ripley,
to a Monday through Friday service.
Weekend service is recommended to
stay as is since ridership does not
warrant additional weekend service.
Albert Granger
PO Box 559
Ehrenberg, AZ 85334
Concerned with the Blue Route
1 running an hour later, it has
become a problem for regular
passengers. Suggested Blue
Route hours on Saturdays be
the same as weekdays and
Blue Route is needed on
Sundays. Concerned with
getting to the Fair Grounds on
weekends because he does not
live near the Gold Route. Also
becomes hard to count on a
schedule if it keeps changing.
Ridership on the Blue Route 1 does
not warrant establishing an earlier
service. Dial -a -Ride is available to
provide transportation for earlier
service. Current deviated Gold Route
service on the weekend can
accommodate these requests.
Morris P. Clayford
Asst. Director SWC
Options
721 E. Hobsonway
Blythe, CA 92225
Sharon Alfredson
c/o Paradise Inn
801 E. Hobson Way
Room 209
Blythe, CA 92225
Recommended a van system of
transportation which would have
one centralized access site in
the Palo Verde Valley for
Transportation Needs.
Suggested an established
criteria level for the cost of
transportation versus individual
contribution. Suggested shuttle
service for the ambulatory
individuals who require
transportation to and from the
Blythe area to the Palm Springs
vicinity.
Suggested to keep Blue Route
1 as usual, very pleased with it.
PWTA is a centralized access point
for transportation needs in the Palo
Verde Valley. Also, the Mobility
Management Project is in place to
centralize information for all types of
mobility including public or private
transportation.
Blue Route 1 is currently maintained
at a Farebox Recovery Ratio of
12.07% and staff does not anticipate
any changes at this time.
428
Ed Walsh (1st comment)
Riverside County Office
on Aging
6296 River Crest Dr.
Riverside, CA 92507
There are gaps in transit
services. The most frail and
vulnerable are having difficulty
using any type of public transit.
There are safety concerns for
impaired persons using public
transit because they get lost
sometimes. It is very difficult to
coordinate transportation due to
the different eligibilities for these
services.
The Mobility Management Project
(MMP) was envisioned to address
these issues using public & private
transportation. Travel training & travel
companion services are also provided
as part of the MMP. The MMP also
cooridinates transportation needs
based on eligibility needs & gives
passengers the best options.
Morris P. Clayford
Shelter Wings
Dan Cummings
The office of Shelter Wings has
had many individuals from the
community seek transportation
for medical appointments
outside of the community.
Looking to see if there can be
assistance in finding a
transportation system, even on
a limited basis that will allow
transportation of ambulatory
seniors and disabled to have
appointments outside of the
community.
Suggested an economical car
for use on Dial -A -Ride services
for persons without wheelchairs,
because big buses are not
needed for the blind.
The Mobility Management Project
and T.R.I.P. are available through
PVVTA to provide service to these
individuals.
According to ADA requirements and
funding provisions, ADA
equipment/buses must be used for all
public transit services provided by
PVVTA.
Sandra Smith
Ed Walsh (2nd comment)
Riverside County Office
on Aging
6296 River Crest Dr.
Riverside, CA 92507
Suggested a late bus at the
college for those who take the
late bus. Excellent service to
Ehrenberg, AZ. Services to
Arizona and to the college need
to be increased.
There has been a huge
increase of seniors, in the past
few years. The Office on Aging
conducted a focus group in
Blythe, October 9, 2008. There
were twenty attendees and the
number two priority that they
listed was transportation,
specifically medical
transportation.
Staff is currently working with Palo
Verde College to find other funding
opportunities from the education side
to help provide late night service.
The scope of the Agency is to serve
the residents of the Palo Verde
Valley. PVVTA staff has a good
working relationship with La Paz
County Transit operator of transit
service for Ehrenberg, AZ and has
expressed these concerns with them.
PVVTA staff works closely with Office
on Aging & local senior & disabled
groups (e.g. congregate meal
program) to monitor the mobility
needs of seniors through the MMP.
429
RIVERSIDE COUNTY TRANSPORTATION COMMISSION
DATE:
June 10, 2009
TO:
Riverside County Transportation Commission
FROM:
Brian Cunanan, Commuter Assistance Manager
THROUGH:
Anne Mayer, Executive Director
SUBJECT:
Fiscal Year 2009/10 Measure A Commuter Assistance Buspool
Subsidy Funding Continuation Requests
STAFF RECOMMENDATION:
This item is for the Commission to:
1) Authorize payment of $1,645 per month maximum per buspool for the
period July 1, 2009 to June 30, 2010, to the existing Corona, Mira Loma,
and Riverside-buspools; and
2) Require subsidy recipients to meet monthly buspool reporting requirements
as supporting documentation to receive payments.
BACKGROUND INFORMATION:
As part of the Measure A Commuter Assistance Program, the Commission provides
funding support to buspools used by Riverside County residents for their commutes
along the State Route 91 corridor. The Commission adopted the Measure A
buspool subsidy in October 1990, and established a monthly subsidy rate of
$1,175 or $25 per seat per month in support of commuter buspool operations. In
July 2004, the Commission set the subsidy rate to $35 per seat per month
($1,645 per month) to help offset increases to operational costs during the
previous 14 years. To provide additional guidance, the Commission also
established a minimum buspool ridership policy in June 1995. The policy requires
staff to report to the Commission when a buspool's ridership falls to 25 riders or
below and seek direction regarding the continuation of the buspool's subsidy.
Like all commuter assistance incentives provided by the Commission to encourage
use of alternative modes of transportation, the Measure A $35 per seat per month
subsidy is administered as a user side subsidy. The Commission's subsidy is an
important factor that makes buspools an attractive alternative for these commuters
with roundtrip commutes in excess of 100 miles. Also, the Commission's subsidy
remains cost-effective compared to the typical public transit subsidy rate of 80%.
While the monthly cost of each buspool varies according to the number of route
Agenda Item 8X
430
miles and the resulting negotiated service price, the Commission's monthly subsidy
reflects a subsidy rate of 14%.
Average Monthly Buspool
Fare Per Rider
$ 248.00
RCTC Subsidy
Per Seat
$35.00
Subsidy Rate
14%
Unlike some of the other Commission approved ridesharing incentives, which have
a limited term, the buspool subsidy is on -going. To renew its annual subsidy, an
existing buspool is required to:
• Request in writing, continuation of funding from the Commission for the new
fiscal year;
• Consistently meet minimum ridership requirements; and
• Submit monthly ridership reports throughout the year.
The three existing buspools have completed all the requirements for funding as set
forth by the Commission including the submittal of monthly ridership reports and
annual funding continuation requests. The buspools have consistently exceeded
the minimum ridership level of 25 riders per month and have collectively averaged
41 riders per month per buspool this current fiscal year.
Buspools
Corona
Mira Loma
Riverside
Average
Riders/Month
44
35
43
Roundtrip
Distance
—134 mi
—123 mi
--110 mi
Annual Miles Saved
1,258,264
1,094,064
1,492,445
Annual One -Way
Trips Reduced
22,176
17,732
22,836
67,124
Estimated Pounds of Emissions Reduced
3,844,773
Miles Saved
62,744
Trips Reduced
In reducing the number of vehicles on SR-91 during peak periods, the buspool
program saved nearly 3.8 million miles and 67,124 pounds of vehicle emissions in
FY 2008/09. The buspool subsidy proves to be an effective use of Measure A
Commuter Assistance funds and a budget of $100,000 is proposed for
FY 2009/10. Based on the established monthly $1,645 per month per buspool
subsidy policy, the funds will support the continuation of the three existing
buspools plus two new start-up buspools. Additionally, this request intends that
budget resource would be available to support two additional buspools that would
allow the program the ability to absorb any potential for increased demand.
A FY 2009/10 budget request supporting five buspools is consistent with past
program requests.
Agenda Item 8X
•
431
"
"
F i n a n c i a l I n f o r m a t i o n
I n F i s c a l Y e a r B u d g e t :
Y e s
Y e a r :
F Y 2 0 0 9 / 1 0
A m o u n t :
$ 1 0 0 , 0 0 0
S o u r c e o f F u n d s :
M e a s u r e A f u n d s
B u d g e t A d u s t m e n t :
N o
G L A N o . :
2 6 3 4 1 8 1 0 3 0 P 2 1 0 9
F i s c a l P r o c e d u r e s A p p r o v e d :
\ i . / i t u d ; r , 1 4 , " , ��, ��
D a t e :
0 5 / 2 7 / 2 0 0 9
A g e n d a I t e m 8 X
4 3 2
"
"
"
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 :
J u n e 1 0 , 2 0 0 9
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 :
T a n y a L o v e , G o o d s M o v e m e n t 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 :
F i s c a l Y e a r 2 0 0 9 O m n i b u s A p p r o p r i a t i o n s A c t - A l a m e d a C o r r i d o r
E a s t
S T A F F R E C O M M E N D A T I O N :
T h i s i t e m i s f o r t h e C o m m i s s i o n t o a p p r o v e " a f i r s t - c o m e , f i r s t - s e r v e d " b a s i s
a l l o c a t i o n o f $ 5 7 0 , 0 0 0 i n s u p p o r t o f A l a m e d a C o r r i d o r E a s t ( A C E ) g r a d e
s e p a r a t i o n s l o c a t e d i n R i v e r s i d e C o u n t y .
B A C K G R O U N D I N F O R M A T I O N :
T h e F Y 2 0 0 9 O m n i b u s A p p r o p r i a t i o n s A c t , w h i c h w a s s i g n e d b y t h e P r e s i d e n t i n
e a r l y M a r c h , i d e n t i f i e d $ 5 7 0 , 0 0 0 a s a n e a r m a r k f o r g r a d e s e p a r a t i o n p r o j e c t s o n
t h e A C E f o r p r o j e c t s l o c a t e d i n R i v e r s i d e C o u n t y . A s i d e n t i f i e d i n t h e 2 0 0 8 G r a d e
S e p a r a t i o n F u n d i n g S t r a t e g y : A B l u e p r i n t f o r A d v a n c i n g P r o j e c t s ( 2 0 0 8 F u n d i n g
S t r a t e g y ) , t h e r e a r e 6 1 a t - g r a d e A C E c r o s s i n g s i n R i v e r s i d e C o u n t y . T h e c r o s s i n g s
p r e s e n t c o n f l i c t s b e t w e e n r a i l a n d h i g h w a y t r a f f i c a n d a r e l o c a t e d o n t h e m a i n l i n e s
o f e i t h e r t h e U n i o n P a c i f i c ( U P ) o r B u r l i n g t o n N o r t h e r n S a n t a F e R a i l w a y ( B N S F )
r a i l r o a d s . T h e p u r p o s e o f t h e 2 0 0 8 f u n d i n g b l u e p r i n t , w h i c h w a s a p p r o v e d b y t h e
C o m m i s s i o n a t i t s O c t o b e r 8 , 2 0 0 8 m e e t i n g , w a s t o d e v e l o p a s t r a t e g y a n d
f u n d i n g p l a n t h a t l e v e r a g e s e x i s t i n g f u n d i n g c o m m i t m e n t s o f l o c a l j u r i s d i c t i o n s . I n
d o i n g s o , t h e p l a n d e v e l o p e d a s t r a t e g y f o r f u n d i n g 2 0 o f t h e 6 1 c r o s s i n g s f o r a
t o t a l p r o j e c t c o s t o f $ 9 8 0 . 5 m i l l i o n . O f t h a t a m o u n t , $ 4 1 4 . 8 m i l l i o n i n f u n d i n g i s
s e c u r e d t h r o u g h f e d e r a l , s t a t e , a n d l o c a l f u n d i n g s o u r c e s . T h e f u n d i n g b a l a n c e o f
$ 5 6 5 . 7 m i l l i o n c o n s i s t s o f u n s e c u r e d s o u r c e s , i n c l u d i n g r a i l r o a d c o n t r i b u t i o n s , t h e
C a l i f o r n i a P u b l i c U t i l i t i e s C o m m i s s i o n , v o l u n t a r y c o n t a i n e r p r e m i u m s , o r h a v e a n
u n i d e n t i f i e d f u n d i n g s o u r c e .
A p p e n d i x B f r o m t h e 2 0 0 8 F u n d i n g S t r a t e g y , w h i c h p r o v i d e s a s u m m a r y o f t h e 2 0
p r i o r i t y p r o j e c t s i n c l u d i n g a n o v e r v i e w o f t h e f u n d i n g a n d p r o j e c t s t a t u s i s a t t a c h e d .
S t a f f i s r e q u e s t i n g t h a t t h e $ 5 7 0 , 0 0 0 e a r m a r k b e a l l o c a t e d t o o n e o f t h e 2 0 h i g h
p r i o r i t y A C E p r o j e c t s . I f a p p r o v e d , t h e f u n d i n g w o u l d b e a l l o c a t e d o n " a f i r s t - c o m e ,
f i r s t - s e r v e d b a s i s " . O n c e f u n d i n g i s r e q u e s t e d a n d p r o j e c t d e l i v e r a b i l i t y i s
d e m o n s t r a t e d , s t a f f w i l l s e e k a p p r o v a l f r o m t h e C o m m i s s i o n t o a l l o c a t e t h e
e a r m a r k t o a s p e c i f i c p r o j e c t o r p r o j e c t s .
A t t a c h m e n t : A p p e n d i x B R C T C G r a d e S e p a r a t i o n F u n d i n g S t r a t e g y S u m m a r y
A g e n d a I t e m 8 Y
4 3 3
Appendix B
RCTC Grade Separation Funding Strategy - Summary
i
s
RCTC Total CPUC Voluntary Total
Priority Project Railroad Section Container Asad. Balance
Tier Crossing Cost Federal State Local Contribution Mg Premiums Funds` Needed
Project
Status
Funding Strategy Priority A
2 Auto Center Drive/
BNSF $32.0 $8.30 $16.00 $2.70 $5.0 $32.0 -
FD
3 Avenue 52/UP $17.3 $10.20 - $2.10 $5.0 - $17.3
CE PSR
l
4 Avenue 56/
Airport Blvd./UP $60.0 $10.00 $50.00 - $60.0
CE PSR (Eqv.)
3 Avenue 66/UP $33.5 - $10.00 $23.50 - $33.5
CE PSR (Eqv.)
1 Columbia Avenue/
BNSF & UP $34.1 $6.00 $20.45 $2.60 $5.0 - $34.1
C
1 IowaAvenue/
BNSF & UP $32.0 $10.30 $13.00 $2.40 $1.30 $5.0 $32.0
PS&E
1 Magnolia Avenue/UP $51.2 - $20.00 $26.20 - $5.0 $51.2
ROW&D
1 Sunset Avenue/UP $36.5 $10.60 $10.00 $12.90 $3.00 - - $36.5
PE
j
Funding Strategy Priority B
'
{
`
1 3rd Street/
BNSF & UP $40.2 $7.56 $17.50 $0.50 $2.00 $5.0 $7.5 . $40.2 -
PE
2 Clay Street/UP $37.4 $10.00 $12.50 $1.18 $1.87 $5.0 $6.9 $37.4
CE PSR (Eqv.)
1 Magnolia Avenue/
BNSF $81.8 $15.00 $13.70 $15.10 $4.09 $5.0 $28.9 $81.8
CE PSR (Eqv.)
1 Riverside Avenue/UP $30.3 $5.00 $8.50 $2.50 $1.30 $5.0 $8.0 $30.3
E
2 Streeter Avenue/UP $36.8 $7.80 $15.50 $2.20 $1.30 $5.0 $5.0 $36.8
E
Funding. Strategy Priority C
3 Bellgrave Avenue/
- UP $105.5 - - $1.00 - - $- $1.0 $104.5
CE PSR (Eqv.)
2 Center Street/
BNSF & UP $36.3 $0.50 - - $- $0.5 $35.8
CPU
1 Jurupa Road/UP $108.4 $12.00 $10.34 $5.0 $81.1 $108.4 -
CE PSR (Eqv.)
2 Mary Street/BNSF $38.0 - - $2.25 - $5.0 $30.8 $38.0 -
PE
1 McKinley Street/
BNSF $109.2 $0.40 - $1.50 - - $- $1.9 $107.3
CE PSR (Eqv.)
3 Railroad Street/
BNSF $30.0 $0.25 $- $0.3 $29.8
CE PSR (Eqv.)
2 Smith Avenue/
BNSF $30.0 - - $0.25 - - $- $0.3 $29.8
CE PSR (Eqv.)
TOTALS: $980.5 S85.3 $152.7 $179.5 $27.8 $60.0 $168.1 $673.3 $307.1
• Total available funds include unsecured funding including railroad contributions, CPUC Section 190 and voluntary container fees.
(All dollars in millions. Slight discrepancies may occur due to rounding.)
LEGEND
CPU Conceptual Planning Underway
CE PSR Conceptual Engineering PSR
CE PSR (RN.) Conceptual Engineering PSR (or Equivalent)
PE Preliminary Engineering
E Environmental
ROW&D Right of Way and Design
C Construction
PS&E Plans, Specifications and Estimate
FD Final Design
RCTC Grade Separation Funding Strategy 2008
434
RIVERSIDE COUNTY TRANSPORTATION COMMISSION
DATE:
June 10, 2009
TO:
Riverside County Transportation Commission
FROM:
Aaron Hake, Government Relations Manager
THROUGH:
Anne Mayer, Executive Director
SUBJECT:
State and Federal Legislative Update
STAFF RECOMMENDATION:
This item is for the Commission to receive and file an update on state and federal
legislative activities.
BACKGROUND INFORMATION:
Federal Update
June to be Critical Month for New Authorization
House Transportation and Infrastructure Committee Chairman Jim Oberstar (D-MN)
is planning on having a surface transportation authorization bill on the House floor
before the July 4 recess. Subcommittee and Committee markups of the bill, which
have yet to be introduced, are expected in mid June. Details of how the bill is
being written are still unknown; however, Chairman Oberstar has circulated a
hand-written sketch of the bill's core concepts, which is provided as an attachment
to this staff report. Key themes emerging are: 1) a consolidation of the 108
current federal transportation programs into as few as four major programs; 2) two
new offices within the Department of Transportation (DOT) focused on
"intermodalism" and "liveability"; 3) a new freight formula program; 4) reducing
project delivery time; and 5) a new concept of "mega regions" that would develop
multimodal transportation plans and submit them to DOT for annual funding.
Conspicuously absent from the Chairman Oberstar's outline is how the new bill will
be financed. The Highway Trust Fund is still headed for insolvency in FY 2009;
both the Chairman and Ranking Republican Member, Representative John Mica
(R-FL), have committed to having a $450-500 billion bill, which is nearly double the
current program. New financing mechanisms will be required. Thus far, the
Transportation and Infrastructure Committee has not stated how it suggests the
revenue be raised - this is the jurisdiction of the House Ways and Means
Committee. It is expected that the Ways and Means Committee will begin holding
Agenda Item 8Z
435
hearings in June on how the new transportation bill will be financed. This can be
expected to be a heated and intense conversation forthcoming on Capitol Hill.
In mid May, House members representing Riverside County submitted the
High Priority Project (HPP) requests to the Transportation and Infrastructure
Committee for designation in the new authorization bill. The Commission
submitted projects to local Representatives on three corridors: Interstates 10 and
215 and Alameda Corridor East grade separations in Riverside County.
Stimulus "TIGER" Discretionary Program Interim Criteria Released
The American Recovery and Reinvestment Act (ARRA) created a $1.5 billion
surface transportation program, Transportation Investment Generating Economic
Recovery (TIGER), to be allocated on a competitive basis by the DOT. DOT
recently released interim guidelines for the submission of applications for this
program. The guidelines indicate that DOT is looking for large projects of national
significance with long-term economic benefits. Statements from DOT also indicate
that there will be a focus on "intermodalism" and goods movement projects.
Highway and transit programs had specific set -asides in ARRA; therefore, this
funding will have less of an emphasis on traditional highway and transit needs.
TIGER will be highly competitive. No state can receive more than $300 million,
and projects must be a minimum of $25 million. Commission staff is working with
regional transportation partners to begin developing strategies to submit the most
competitive application(s). Once the guidelines are finalized by DOT following a
brief public comment period, applications will be due in September. Given the
extraordinary competitiveness of this program, local agencies with an interest in
this program are encouraged to coordinate through the Commission.
Climate Change Legislation Leaves Out Transit Funding
At the time this staff report was written, the House Energy and Commerce
Committee was in the midst of a week-long markup of energy and climate change
legislation that would create a cap -and -trade emissions credit regime. The politics
of the American Clean Energy Security Act (ACESA) are complex; hundreds of
amendments to the bill have been offered. Of interest to the Commission is the
absence of any provision that would dedicate a percentage of revenue generated
from the purchase of emissions allowances to public transportation. Given the
ACESA's call to reduce carbon emissions, the bill does not provide funding for
transit operators to increase service that would play a critical role in achieving such
mandates. Amid the elimination of California's State Transit Assistance (STA)
program, new mandates for planning and green house gases (GHG) reduction under
AB 32 and SB 375, and now potentially new federal requirements in ACESA,
transit operators are facing an ever challenging environment. Last year,
Senator Barbara Boxer's climate change legislation included a set -aside for transit.
Agenda Item 8Z
•
•
436
"
T h e c u r r e n t H o u s e b i l l b y R e p r e s e n t a t i v e H e n r y W a x m a n I D - C A ) c o n t a i n s v e r y l i t t l e
a v a i l a b l e r e v e n u e d u e t o p r o v i s i o n s t h a t p r o v i d e f r e e e m i s s i o n s a l l o w a n c e s t o
c e r t a i n i n d u s t r i e s . T h e S e n a t e h a s i n d i c a t e d t h a t i t w i l l u s e t h e W a x m a n b i l l a s a
s t a r t i n g p o i n t l a t e r t h i s s u m m e r . C o m m i s s i o n s t a f f w i l l c o n t i n u e t o m o n i t o r t h e b i l l
a n d s t a y i n c o n t a c t w i t h R i v e r s i d e C o u n t y ' s t r a n s i t o p e r a t o r s r e g a r d i n g p o t e n t i a l
i m p a c t s o f A C E S A .
S t a t e U p d a t e
B u d g e t W o e s C o u l d J e o p a r d i z e $ 4 4 3 M i l l i o n o f T r a n s p o r t a t i o n F u n d i n g i n R i v e r s i d e
C o u n t y
T h e s t a t e ' s m a s s i v e b u d g e t s h o r t f a l l c o u l d t e m p t l e g i s l a t o r s a n d t h e G o v e r n o r t o
b o r r o w P r o p o s i t i o n 4 2 t r a n s p o r t a t i o n s a l e s t a x f u n d s t o b a l a n c e t h e g e n e r a l f u n d .
M o r e o v e r , t h e L e g i s l a t i v e A n a l y s t ' s O f f i c e h a s p r o p o s e d a p a r t i a l s u s p e n s i o n o f
P r o p o s i t i o n 4 2 a s w e l l a s r e p e a l i n g P r o p o s i t i o n 4 2 a l t o g e t h e r .
B o r r o w i n g P r o p o s i t i o n 4 2 f u n d s w o u l d h a v e a d o m i n o e f f e c t o 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 a u s i n g p r o j e c t s t o b e d e l a y e d
n o t j u s t i n t h i s f i s c a l y e a r , b u t i n f u t u r e f i s c a l y e a r s ; p r o j e c t s s l a t e d f o r f u n d i n g t h i s
y e a r w o u l d b e p u s h e d b a c k o n e y e a r , c a u s i n g n e x t y e a r ' s p r o j e c t s t o b e p u s h e d o u t
a s w e l l . B y l a w , t h e L e g i s l a t u r e w o u l d h a v e t o r e p a y t h e P r o p o s i t i o n 4 2 " l o a n "
w i t h i n t h r e e y e a r s w i t h i n t e r e s t , m e a n i n g t h a t s u c h a m o v e w o u l d c o s t t h e g e n e r a l
f u n d e v e n m o r e m o n e y i n t h e l o n g r u n . C o s t s w o u l d a l s o r u n h i g h e r w i t h w o r k
s t o p p a g e s a n d r e s t a r t s o n p r o j e c t s ; t h e m o n e y t h a t w o u l d e v e n t u a l l y b e r e p a i d
w o u l d t h e r e f o r e n o t g o a s f a r a s w h e n i t w a s o r i g i n a l l y a l l o c a t e d . P r o j e c t s a t r i s k
i n c l u d e i n t e r c h a n g e s o n 1 - 1 0 i n t h e C o a c h e l l a V a l l e y , t h e E a s t J u n c t i o n p r o j e c t , a n d
p r o j e c t s o n 1 - 2 1 5 .
E v e n i f P r o p o s i t i o n 4 2 f u n d s a r e p r o t e c t e d , i f t h e s t a t e i s u n a b l e t o s e l l b o n d s
s e v e r a l h i g h p r i o r i t y P r o p o s i t i o n 1 B p r o j e c t s i n R i v e r s i d e C o u n t y m a y b e d e l a y e d .
P r o j e c t s s u c h a s t h e A u t o C e n t e r D r i v e g r a d e s e p a r a t i o n p r o j e c t i n C o r o n a ,
I o w a A v e n u e g r a d e s e p a r a t i o n p r o j e c t i n R i v e r s i d e , P e r r i s V a l l e y L i n e p r o j e c t ,
S t a t e R o u t e 9 1 h i g h o c c u p a n c y v e h i c l e ( H O V ) l a n e t h r o u g h R i v e r s i d e a n d t h e l a n e
a d d i t i o n t o 1 - 2 1 5 n o r t h o f M u r r i e t a H o t S p r i n g s R o a d w o u l d a l l b e a t r i s k o f
s i g n i f i c a n t d e l a y . T h e C o m m i s s i o n w a s s p a r e d f r o m m a j o r c u t s d u r i n g t h e l a s t
b u d g e t c r i s i s ; h o w e v e r n o w t h a t m a n y p r o j e c t s a r e n e a r i n g c o n s t r u c t i o n , t h e
C o m m i s s i o n w i l l h a v e m a n y p r o j e c t s d i r e c t l y a t s t a k e i n t h e s t a t e ' s f i n a n c i a l
c o n d i t i o n .
A n a d d e d c o n s e q u e n c e t h a t h a n g s i n t h e b a l a n c e o f w h a t t h e L e g i s l a t u r e d o e s w i t h
t r a n s p o r t a t i o n f u n d i n g i s t h e f a t e o f $ 2 . 5 b i l l i o n o f A R R A f u n d s t h a t h a v e b e e n
a l l o c a t e d t o C a l i f o r n i a . T h e f e d e r a l s t i m u l u s a c t r e q u i r e d t h a t t h e G o v e r n o r c e r t i f y
m a i n t e n a n c e o f e f f o r t o n t r a n s p o r t a t i o n f u n d i n g l e v e l s a s a c o n d i t i o n o f r e c e i v i n g
A g e n d a I t e m 8 Z
4 3 7
stimulus funds. Raiding of Proposition 42 or significant delays to Proposition 1 B
bond sales may jeopardize California's eligibility to receive stimulus money. Over
$70 million for highway projects in Riverside County have been allocated, as well
as over $30 million for transit. These projects will begin construction this summer,
and could eventually become at risk as well.
Attached to this staff report is a one -page fact sheet that is being distributed to
Legislators explaining the consequences to Riverside County transportation projects
if transportation funds are raided due to the state's budget problems.
Attachments:
1) Chairman Oberstar's Outline for New Authorization
2) Proposition 42 Impacts Fact Sheet
Agenda Item 8Z
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Raiding Prop 42 jeopardizes $443 million in
Riverside County transportation projects
If the Legislature "borrows" transportation dollars to fill the budget shortfall, it will delay
thousands of jobs in Riverside County planned on critical infrastructure projects and
have a domino effect on future congestion relief projects.
The State Transportation Improvement Program (STIP) is funded by Prop 42. Many of
these projects are also reliant on state bonds, which if delayed by the budget crisis could
have a devastating effect. If Prop 42 is diverted to the general fund and the state cannot
sell bonds, the California Transportation Commission (CTC) will have to delay funding to
projects. Delaying infrastructure projects is more costly to the state in the long
run, and stifles job growth that will lead our region's recovery.
Riverside County Job -Creating Infrastructure Projects At -Risk in Budget Crisis
Project
FY 09/10
FY 10/11
Auto Center Drive Grade Separation (Corona)
$16,000,000
Iowa Ave Grade Separation (Riverside)
$13,000,000
$ -
I-10/Indian Canyon Dr Interchange Reconfiguration
$13,656,000
$
1-10/Date Palm Dr Interchange Reconstruction
$14,400,000
$ -
1-215/California Oaks/Kalmia St Interchange
$21,990,000
$ -
SR-60 East Junction HOV Direct Connectors
$28,850,000
$ -
I-215/Scott Rd to Nuevo Rd Lane Addition
$13,443,000
$ -
French Valley Parkway Interchange Construction (1-15/1-215)
$ -
$31,545,000
SR-74/G St Interchange Reconfiguration
$ -
$18,685,000
I-215/Murrieta Hot Springs Rd to Scott Rd Lane Addition
$ -
$55,100,000
SR-91: Adams to SR-60/I-215 HOV Lanes Construction
$ -
$157,198,000
Perris Valley Line Metrolink Extension
$
$52,978,000
SR-91 /SR-71 Connectors
$ -
$6,612,000
Total Dollars of Risk by FY
$121,339,000
$322,118,000
Total Dollars at Risk in Riverside County
$443,457,000
Domino Effect: Lack of funding in FY 09/10 will push projects back to FY 10/11,
creating an "overflow" of demand on the STIP, jeopardizing FY 10/11 projects as well.
Anti -Stimulus: Federal economic recovery legislation requires that California certify
"maintenance of effort" with regard to transportation funding levels. Depleting state
transportation funds could endanger $2.5 billion of federal funds, including $100 million
in Riverside County. Don't put California's federal stimulus money at risk.
Makes the Budget Worse: Proposition 1A allows the Legislature three years to repay
transportation loans (with interest) to the general fund. We would not expect the
Legislature to make transportation whole again until FY 12/13. By then, the damage will
be done to Riverside County's transportation projects and construction industry jobs with
costly delays. What will the state actually have saved once they repay this commitment?
Let's work with our Legislators to find a real
budget solution and fulfill the will of the voters who
approved Propositions 42, 1A and 1B - cutting
transportation will not balance the budget.
Riverside County Transportation Commission
For more information please contact RCTC Executive Director Anne Mayer at amayer(a�rctc.orq or (951)
787-7141 or Government Relations Manager Aaron Hake at ahake(a�rctc.orq or (951) 787-7965.
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Community Development
Department
Planning Division
EIZSIDE
June 10, 2009
Bob Magee, Chairman
Riverside County Transportation Commission
4080 Lemon Street, Third Floor
Riverside, CA 92502-2208
SUBJECT: OPPOSITION TO RIVERSIDE COUNTY TRANSPORTATION
COMMISSION PROPOSAL TO REFOCUS MID -COUNTY PARKWAY
TO CONSTRUCT ONLY THE EASTERN SEGMENT BETWEEN I-215
AND SR-79
Chairman Magee and Commissioners:
In response to RCTC staff s recommendation to withdraw the western segment of the MCP
project, on June 9, 2009 the City Council voted unanimously to oppose the proposal to refocus
the MCP project.
Background/Project History
In 2004, RCTC began the environmental review process for the MCP project through the
issuance of a notice of preparation (NOP). The NOP identified eight alternatives to be studied
and considered, with a ninth alternative added later as a result of ongoing consultation with
public agencies and the result of completed engineering and environmental studies. Alternative
9 was subsequently selected as the locally preferred alternative in September 2007. More
recently, in October 2008, RCTC released the Draft Environmental Impact
Report/Environmental Impact Statement (EIR/EIS) outlining the MCP project's environmental
impacts on the project area. To date, RCTC has committed significant financial resources for the
study and completion of the MCP project.
Since the issuance of the initial notice of preparation in 2004, City staff has actively participated
in the MCP project's development process, meeting on repeated occasions with RCTC staff as
well as submitting formal comments in response to the release of various project -related
documents. Given the proximity of the MCP project to the City and the potentially significant
traffic -related impacts on the City, RCTC staff was invited to provide the Transportation
Committee with an updated overview of the project. On December 16, 2008, the City Council
declared its support for the MCP project noting its potential to provide an important east -west
3900 Main Street • Riverside, CA 92522 • 951.826.5371 • fax 951.826.5981 • www.riversideca.gov
corridor southerly of the City's limits and serve as a viable alternative to divert cut -through
traffic from City streets. In addition, the City Council stated its strong desire to see the western
segment of the MCP project constructed prior to the eastern segment and cautioned that long -
overdue capacity improvements to the Interstate-15/State Route-91 interchange would be
necessary to adequately accommodate the anticipated additional traffic caused by the MCP
project. City staff provided additional comments to RCTC expressing concern that the document
generally failed to adequately identify and assess the MCP project's full impacts on the City.
Particular emphasis was placed on the traffic -related impacts likely to affect the City if the
eastern segment of the MCP project was constructed prior to the western segment. In effect, City
streets, most notably Alessandro Boulevard and Van Buren Boulevard, would serve as cut -
through corridors for vehicles accessing Interstate-15 or State Route-91.
City's Opposition
On June 4, 2009, RCTC staff formally notified City staff of its recommendation to withdraw the
western segment from the MCP project's scope, focusing only on construction of the eastern
segment. In response to this change in project scope, the City Council, on June 9, 2009, by
unanimous vote, declared its strong opposition to this proposal.
Construction of only the eastern segment of the MCP project will result in significant traffic -
related impacts to the City. It was expected that construction of the entire MCP project would
serve to divert cut through traffic from City streets by providing a more accessible connection to
both Interstate-15 and State Route-91. With an expected increase in population throughout the
area, levels of service on existing transportation corridors are projected to deteriorate
substantially; the RCIP itself estimates that the State Route-60/Interstate-215 interchange alone
will increase its number of vehicle trips from 170,000 to over 300,000 per day. Absent the
western segment, traffic would continue to utilize City streets as connections and exacerbate
existing conditions. In effect, the proposal now under consideration would do nothing to
alleviate current — or future — traffic impacts to City streets, Interstate-15, or State Route-91.
Greater focus should instead be placed on much needed capacity improvements that address
present day concerns, rather than committing already limited resources to projects that address
capacity for future needs in undeveloped areas. What is more, construction of the eastern
segment would create a growth inducing impact for those communities to be served by its
construction. More than providing a new transportation corridor, the eastern segment would
enable the proliferation of piecemeal development further removed from employment centers,
contributing directly to area -wide traffic congestion and increasingly worse levels of service.
The City's Circulation and Community Mobility Element of the General Plan 2025, as well as
County of Riverside's General Plan, included in its traffic analysis the full construction of the
MCP project. As noted previously, construction of the western segment was expected to divert
cut -through traffic from City streets, particularly from Alessandro Boulevard and Van Buren
Boulevard. With the proposal to withdraw the western segment, levels of service on Alessandro
Boulevard and Van Buren Boulevard would deteriorate to unacceptable service levels. In
addition, the growth and densities approved in the County's General Plan and in neighboring
jurisdictions are unattainable absent the full implementation of the MCP project — one of the
necessary mitigation measures for the General Plans. Moreover, the new Countywide Traffic
Model for Riverside County also includes the full MCP project.
City's Recommendation
To allow for improved traffic conditions, the City Council urges RCTC:
• Commit to constructing the necessary improvements to Interstate-15 and the Interstate-
15/State Route-91 interchange first;
• Improve Cajalco Road to six -lanes without precluding future improvements to an expressway
or higher status;
• Delay construction of the MCP project east of Interstate-215 until the necessary
improvements to Interstate-15 and the Interstate-15/State Route-91 interchange are
underway;
• Delay any action refocusing the EIR/EIS for 90 days; and
• Work with neighboring jurisdictions to reduce planned development east of Interstate-215.
City staff appreciates your continued collaboration and looks forward to continue working with
the RCTC and its staff. Please forward copies of all revised plans, staff reports, and
environmental documents, as they pertain to this project for review. Should you have any
questions regarding this letter, please contact Moises A. Lopez, Associate Planner, at (951) 826-
5264 or by e-mail at mlopez@riversideca.gov.
Sincerely,
Ken Gutierrez, AICP
Planning Director
cc: Ronald Loveridge, Mayor
Riverside City Council Members
Brad Hudson, City Manager
Belinda Graham, Assistant City Manager
Tom DeSantis, Assistant City Manger
Scott Barber, Community Development Director
Siobhan Foster, Public Works Director
Tom Boyd, Deputy Public Works Director/City Engineer
Steve Libring, Traffic Engineer
Kristi Smith, Supervising Deputy City Attorney
Ron Goldman, Planning Director, Riverside County Planning Department, 4080 Lemon
Street, 9th Floor, Riverside, CA 92502
Juan C. Perez, Director of Transportation, Riverside County Department of
Transportation, 4080 Lemon Street, Riverside, CA 92502-1629
Tay Dam, Federal Highway Administration, 650 Capital Mall, Suite 4-100, Sacramento,
CA 95814
Cathy Bechtel, Riverside County Transportation Commission, 4080 Lemon Street, Third
Floor, Riverside, CA 92502-2208
"
"
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 :
J u n e 1 0 , 2 0 0 9
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 :
M i d C o u n t y P a r k w a y A d H o c C o m m i t t e e
C a t h y B e c h t e l , P r o j e c t D e v e l o p m e n t D i r e c t o r
G u s t a v o Q u i n t e r o , B e c h t e l P r o j e c t C o o r d i n a t o 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 i d C o u n t y P a r k w a y : E n v i r o n m e n t a l
E n v i r o n m e n t a l I m p a c t S t a t e m e n t
I m p a c t
R e p o r t /
M I D C O U N T Y P A R K W A Y A D H O C C O M M I T T E E A N D S T A F F R E C O M M E N D A T I O N :
T h i s i t e m i s f o r t h e C o m m i s s i o n t o a p p r o v e r e f o c u s i n g t h e M i d C o u n t y P a r k w a y
( M C P ) l i m i t s t o I n t e r s t a t e 2 1 5 a n d S t a t e R o u t e 7 9 i n r e s p o n s e t o c o m m e n t s
r e c e i v e d o n t h e d r a f t e n v i r o n m e n t a l i m p a c t r e p o r t / e n v i r o n m e n t a l i m p a c t s t a t e m e n t
( E I R / E I S ) .
B A C K G R O U N D I N F O R M A T I O N :
T h e d r a f t E I R / E I S f o r t h e M C P p r o j e c t w a s c i r c u l a t e d f o r p u b l i c r e v i e w o n
O c t o b e r 1 0 , 2 0 0 8 , w i t h t h e c l o s e o f t h e p u b l i c c o m m e n t p e r i o d o n
J a n u a r y 8 , 2 0 0 9 , p r o v i d i n g a 9 0 - d a y c o m m e n t p e r i o d . D u r i n g t h i s t i m e , s i x p u b l i c
m e e t i n g s / h e a r i n g s w e r e h e l d : t h r e e p u b l i c i n f o r m a t i o n m e e t i n g s i n l a t e
O c t o b e r 2 0 0 8 , t w o p u b l i c h e a r i n g s i n N o v e m b e r 2 0 0 8 a n d a 1 s t D i s t r i c t p u b l i c
m e e t i n g i n D e c e m b e r 2 0 0 8 . T h e C o m m i s s i o n a c c e p t e d p u b l i c c o m m e n t s f o r t h e
r e c o r d a t a l l o f t h e s e m e e t i n g s , a l o n g w i t h c o m m e n t s v i a t h e w e b s i t e a n d e m a i l .
O v e r 4 , 5 0 0 n e w s l e t t e r s w i t h c o m m e n t c a r d s w e r e s e n t o u t i n O c t o b e r 2 0 0 8 .
O v e r 3 , 1 0 0 c o m m e n t s r e c e i v e d f r o m :
" 5 0 p u b l i c a g e n c i e s a n d o r g a n i z a t i o n s
" 1 0 l a r g e p r o p e r t y o w n e r s
" 2 4 0 i n d i v i d u a l s
" F o r m l e t t e r f r o m o v e r 1 1 0 0 i n d i v i d u a l s n a t i o n w i d e
T w o k e y t h e m e s e m e r g e d i n t h e p u b l i c r e v i e w c o m m e n t s :
1 ) C o n c e r n a b o u t t h e c o s t a n d t i m i n g o f a v a i l a b l e f u n d s f o r t h e p r o j e c t . M a n y
c o m m e n t s n o t e d t h a t , g i v e n t h e c u r r e n t e c o n o m y a n d d i f f i c u l t y i n s e c u r i n g
f u n d i n g f o r t h e e n t i r e p r o j e c t , l i m i t e d f i n a n c i a l r e s o u r c e s s h o u l d b e f o c u s e d
o n a r e a s o f g r e a t e s t n e e d .
A g e n d a I t e m 9
4 4 2
2) Although the public comments raised concerns about many aspects of the
project throughout its entire length, many comments suggested that making
improvements to existing facilities rather than building MCP would be a
better expenditure of public funding in the western portion of the project
area between 1-15 and 1-215. In this area, improving existing facilities such
as Cajalco Road instead of building MCP would minimize impacts to the rural
communities of Gavilan Hills and Lake Mathews Estates and minimize
impacts to existing habitat reserves. Impacts to rural communities and
existing habitat reserves were two major concerns raised during public
comment.
To address these concerns, the Commission as the lead agency under the
California Environmental Quality Act (CEQA), Federal Highway Administration
(FHWA) as the lead agency under the National Environmental Policy Act (NEPA),
and Ca[trans as the liaison to FHWA in confirming compliance with all applicable
NEPA requirements, have developed an approach for completing the EIR/EIS
process for the project that would refine the project purpose statement and refine
the project alternatives to focus on the transportation needs between 1-215 to
SR-79 as shown on -Attachment 1.
Under this approach, the MCP project purpose and need statement would be
refined to establish 1-215 as the western terminus of the project, with SR-79
remaining as the eastern terminus of the project. Such a refinement would still
provide for logical termini and independent utility pursuant to FHWA requirements
under 23 CFR 771.111 because:
A. The project would connect logical termini (a north -south Interstate highway
and a north -south State highway) and be of sufficient length (16 miles) to
address environmental matters on a broad scope.
B. The project would have independent utility as a usable and reasonable
expenditure of funds even if no other transportation improvements were
made in the area.
C. The project would not preclude the consideration of other, reasonably
foreseeable future transportation improvements.
To address the refined project purpose statement, up to three modified build
alternatives would be defined and evaluated that would consist of a parkway
facility from 1-215 to SR-79 (these modified alternatives would follow the
alignments for original Alternatives 4, 5, and 9 east of 1-215). While a revised
notice of intent/notice of preparation (NOUNOP) would not need to be issued for
the modified project, the Commission would conduct additional public outreach,
including public information meetings and notifications through the project website
and direct mail, to notify the public of the changes in the project.
Agenda Item 9
•
443
"
A r e c i r c u l a t e d d r a f t E I R / s u p p l e m e n t a l d r a f t E I S ( R D E I R / S D E I S ) e v a l u a t i n g t h e
m o d i f i e d a l t e r n a t i v e s w o u l d b e p r e p a r e d a n d c i r c u l a t e d w i t h t h e a p p r o p r i a t e n o t i c e
o f a v a i l a b i l i t y ( N O A ) a n d p u b l i c r e v i e w p r o c e s s ( i n c l u d i n g p u b l i c m e e t i n g s t o b e
h e l d d u r i n g r e c i r c u l a t i o n ) . T h e R D E I R / S D E I S w o u l d a l s o i n c l u d e d i s c u s s i o n s o f t h e
p r o c e s s t o d a t e a n d h o w t h e c o m m e n t s r e c e i v e d d u r i n g p u b l i c r e v i e w o f t h e
d r a f t E I R / E I S l e d t o a d e c i s i o n t o r e f i n e t h e p r o j e c t p u r p o s e s t a t e m e n t t o f o c u s o n
t h e a r e a b e t w e e n 1 - 2 1 5 a n d S R - 7 9 . C o n s t r u c t i o n p h a s i n g p l a n s w o u l d b e
d e v e l o p e d f o r e a c h o f t h e t h r e e m o d i f i e d b u i l d a l t e r n a t i v e s ( 1 - 2 1 5 t o S R - 7 9 ) t o
d i s c l o s e t h e p r o p o s e d p r o j e c t i m p l e m e n t a t i o n t o t h e p u b l i c a n d h o w c o n s t r u c t i o n
w i l l b e b r o k e n u p i n t o p h a s e s . I n a d d i t i o n t o i n c l u d i n g t h e a n a l y s i s o f u p t o t h r e e
m o d i f i e d b u i l d a l t e r n a t i v e s a n d i n c l u s i o n o f a p h a s i n g p l a n a n d a s s o c i a t e d
e n v i r o n m e n t a l a n a l y s i s , t h e r e c i r c u l a t e d d o c u m e n t w o u l d a l s o b e r e v i s e d t o a d d r e s s
p u b l i c c o m m e n t s r e c e i v e d o n t h e d r a f t E I R / E I S . F o l l o w i n g c o m p l e t i o n o f p u b l i c
r e v i e w o f t h e r e c i r c u l a t e d d o c u m e n t , a f i n a l E I R / E I S w o u l d b e p r e p a r e d .
A s l e a d a g e n c y u n d e r C E Q A , t h e C o m m i s s i o n w o u l d c o n s i d e r c e r t i f y i n g t h e
f i n a l E I R , a n d t h e n w o u l d c o n s i d e r a p p r o v a l o f o n e o f t h e m o d i f i e d
b u i l d a l t e r n a t i v e s . T h e C o m m i s s i o n w o u l d t h e n b e r e s p o n s i b l e f o r a d v a n c i n g f u t u r e
d e s i g n , r i g h t - o f - w a y , a n d c o n s t r u c t i o n p h a s e s f o r t h e p a r k w a y a l t e r n a t i v e f r o m
1 - 2 1 5 t o S R - 7 9 . A s l e a d a g e n c y u n d e r N E P A , F H W A w o u l d c o n s i d e r a p p r o v a l o f
t h e f i n a l E I S , a n d i s s u a n c e o f a r e c o r d o f d e c i s i o n ( R O D ) f o r o n e o f t h e m o d i f i e d
b u i l d a l t e r n a t i v e s .
F u n d a m e n t a l t o t h e r e f i n e m e n t o f t h e p r o j e c t p u r p o s e s t a t e m e n t a n d a l t e r n a t i v e s i s
t h a t n o i m p r o v e m e n t s b e t w e e n 1 - 1 5 a n d 1 - 2 1 5 w o u l d b e p l a n n e d o r a n a l y z e d a s
p a r t o f t h e M C P p r o j e c t . 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 D e p a r t m e n t ' s
G e n e r a l P l a n r o a d w a y i m p r o v e m e n t s f o r C a j a l c o R o a d w e s t o f 1 - 2 1 5 w o u l d b e
a n a l y z e d i n t h e M C P c u m u l a t i v e i m p a c t s a s s e s s m e n t u s i n g t h e m o s t c u r r e n t
i n f o r m a t i o n a v a i l a b l e f r o m t h e c o u n t y ; h o w e v e r , t h e C a j a l c o R o a d i m p r o v e m e n t
p r o j e c t s w i l l b e s u b j e c t t o s e p a r a t e e n v i r o n m e n t a l r e v i e w p r o c e s s e s i n t h e f u t u r e
w i t h t h e R i v e r s i d e C o u n t y T r a n s p o r t a t i o n D e p a r t m e n t a c t i n g a s t h e l e a d a g e n c y .
T h e R e g i o n a l T r a n s p o r t a t i o n P l a n ( R T P ) 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 r o g r a m ( R T I P ) w i l l h a v e t o b e m o d i f i e d t o m a t c h t h e r e f o c u s e d p r o j e c t d e s c r i p t i o n .
A d d i t i o n a l l y , g i v e n t h a t p r o j e c t e d t r a v e l d e m a n d w e s t o f 1 - 2 1 5 s t i l l i d e n t i f i e s a n e e d
f o r i n f r a s t r u c t u r e i m p r o v e m e n t s , e v e n w i t h t h e c o u n t y ' s p l a n n e d i m p r o v e m e n t s t o
C a j a l c o R o a d , i t i s c r i t i c a l t h a t a C o m m u n i t y a n d 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 c c e p t a b i l i t y P r o c e s s ( C E T A P ) c o r r i d o r b e t w e e n I - 2 1 5 a n d 1 - 1 5 r e m a i n i n t h e R T P
t o n o t p r e c l u d e c o n s i d e r a t i o n o f f u t u r e t r a n s p o r t a t i o n i m p r o v e m e n t s .
T h e r e f o c u s i n g o f t h e p r o j e c t a n d p r e p a r a t i o n o f t h e R D E I R / S D E I S a n d w i l l r e q u i r e
a d d i t i o n a l t i m e a n d b u d g e t . A p p r o x i m a t e l y 1 8 m o n t h s w i l l b e a d d e d t o t h e
c o m p l e t i o n s c h e d u l e ( A t t a c h m e n t 2 ) . S t a f f i s c u r r e n t l y w o r k i n g w i t h t h e t e a m t o
A g e n d a I t e m 9
4 4 4
develop a revised scope of work. There is adequate budget to allow work to
continue through the summer. Staff anticipates coming back to the Commission in
the fall with a contract amendment to cover the revised scope.
Attachments:
1) Refocused MCP Map
2) Schedule
Agenda Item 9
•
445
"
"
"
M I D C O U N T Y P A R K W A Y P R O J E C T
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Mid County; Parkway
Approach for Completing the EIR/EIS
MID COUNTY PA
AY PROJECT
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RECAP OF MID COUNTY PARKWAY
J DRAFT EIR/EIS PUBLIC REVIEW PERIOD
• Public review began on October 10, 2008
• Three public information meetings held in late
October 2008`
• Two public hearings held in November 2008'
• 1st District public meeting in December 2008'
• Commission extended comment deadline to January
8, 2009 (providing a total 90-day comment period)
r public comment avpfedrafIhe record by acte)
MID COUNTY PARKWAY PROJECT
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Mel MI
ISSUES RAISED IN PUBLIC COMMENTS
• Adequacy of mitigation measures
• Requests to consider new alternatives
• Impacts to rural communities
• Impacts to habitat reserves and MSHCP consistency
• Financial viability of the project
MID COUNTY PARKWAY PROJECT
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MCP Study Area In the DEIR/DE1S
MID COUNTY PARKWAY PROJECT
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graiiii ion. Inn In
SUMMARY OF COMMENTS RECEIVED ON
THE DRAFT EIR/EIS
• Over 3,100 comments received from:
— 50 public agencies and organizations
— 10 large property owners
— 240 individuals (emails, comment cards, letters)
— Form letter from'over 1100 individuals nationwide
MID COUNTY PARKWAY PROJECT
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wino MI
KEY THEMES IN PUBLIC COMMENTS
Concern about the cost and timing of available funds for the
project.
2. Comments suggested making improvements to existing
facilities and raised concerns regarding issues in the western
portion of the project area between 1-15 and 1-215, including
impacts to the conlmunhies and to existing habitat
reserves. '....
3. The public would like to understand when and how the project
would be construcjed; a project construction phasing plan
should be developed and disclosed to the public.
Following reviewof comments;
Meetings with Ad Hoc, transportation agencies and -
resource agencies
Investigated. approach to complete the EIR/EIS
proc
Maessmtain'Alternative 9 as the preferred alternative
- Study new alternatives
Including comderatlon of reduction of project remits
WjNTYy�
MID COUNTY PARKWAY. PROJECT
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Staff Recommendation:
.Refocus the Mid County Parkway limits to
1-215 to SR-79
Approach acceptable to FHWA, Caltrans and Resource
Agencies and will not require the project to begin anew
FHWA recommends a public information meeting on
project modification
Requires Recirculated Draft EIR/Supplemental Draft EIS,
suppoding revisions to technical studies and appropriate
public hearings
MID COUNTY PARKWAY meat"
Additional benefits...
• Reduces MCP Construction and Right of Way costs
• Avoids reopening MSHCP and uncertainty of
consistency analysis
• Avoids time, cost and uncertainty of amending RCP's
Refocused MEP Project ;..
Benefits of a refocusedproject:
• Making best use of limited transportation funding.
• Refocusing MCP to 1-215 to SR-79 improves project
certainly while avoiding delays
• The public spoke and we listened
MID COUNTY PARKWAY PROJECT
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"mow Inotimi
Policy Considerations
• RTP/RTIP programming implications
- Need to revise RTP/RTIP to show MCP from 1.215 to
SR-79 and a CETAP corridor from 1-15 to 1-215
• CETAP Corridor to remain in County General Plan
MID COUNTY PARKWAY PROJECT
Ra County P•OrwY rctc
(refocused)
MID COUNTY PARKWAY PROJECT
* MUM Mit
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Additional Steps:
• Preparation of supplemental and revised technical studies
• Recirculated Draft EIR / Supplemental Draft EIS
• Public Hearings on Draft REIR/SEIS
• Contract Amendment
MID COUNTY PARKWAY PROJECT
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mow g Mill
Ouestions/Discussion
MID COUNTY PARKWAY PROJECT
C
• MCP Ad Hoc and Staff Recommendation
Refocus MCP to the current alternatives between 1-215
to SR-79
- Newsletter and Website updatesr
— Public Information Meetings -
• Mid July
• Corona, Perris and San Jacinto
• Pa
•PWKRn G�
•
•Vahre MalfAa9
•PupKNrenos
•AMralie Reareuwe
.swi wneeees
•Emiennweal Onweee
and Enplaning
• 1ryNeauend Preened
Plemeres
MID COUNTY PARKWAY PROJECT
MCP Timeline:
•Feller easements
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R I V E R S I D E C O U N T Y T R A N S P O R T A T I O N C O M M I S S I O N
D A T E :
J u n e 1 0 , 2 0 0 9
T O :
R i v e r s i d e C o u n t y T r a n s p o r t a t i o n C o m m i s s i o n
F R O M
P a t t i C a s t i l l o , C a p i t a l P r o j e c t s M a n a g e r
M a r l i n F e e n s t r a , P r o j e c t D e l i v e r y D i r e c t o 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 :
S t a t e R o u t e 9 1 H i g h O c c u p a n c y V e h i c l e P r o j e c t U p d a t e
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 u p d a t e o n t h e S t a t e R o u t e 9 1 h i g h
o c c u p a n c y v e h i c l e ( H O V ) p r o j e c t .
B A C K G R O U N D I N F O R M A T I O N :
A t t h e r e q u e s t o f t h e C o m m i s s i o n a t i t s M a y 1 3 m e e t i n g , s t a f f w i l l m a k e a
p r e s e n t a t i o n o n t h e S R - 9 1 H O V p r o j e c t s t a t u s a n d s c o p e .
T h e S R - 9 1 H O V p r o j e c t , f r o m A d a m s S t r e e t t o t h e 6 0 / 9 1 / 2 1 5 i n t e r c h a n g e ,
c o n s t i t u t e s t h e l a s t s e g m e n t o f t h e S R - 9 1 f r e e w a y t o b e i m p r o v e d t h r o u g h t h e
1 9 8 9 M e a s u r e A s a l e s t a x m e a s u r e . I t i s a l s o o n e o f t h e p r o j e c t s i n c l u d e d i n t h e
C o r r i d o r M o b i l i t y I m p r o v e m e n t A c c o u n t ( C M I A ) p o r t i o n o f t h e P r o p o s i t i o n 1 8 b o n d
m e a s u r e p a s s e d i n 2 0 0 6 .
T h e e n v i r o n m e n t a l d o c u m e n t f o r t h e S R - 9 1 H O V p r o j e c t w a s a p p r o v e d o n
A u g u s t 3 1 , 2 0 0 7 , a n d C a l t r a n s D i s t r i c t 8 i s a p p r o x i m a t e l y 5 0 % c o m p l e t e w i t h t h e
d e s i g n p h a s e . C a l t r a n s a n d t h e C o m m i s s i o n a r e j o i n t l y c o m p l e t i n g r i g h t - o f - w a y
a c t i v i t i e s . T h e p r o j e c t i s s c h e d u l e d t o g o t o c o n s t r u c t i o n i n J u n e 2 0 1 1 .
A t t a c h m e n t : S R - 9 1 H O V P r o j e c t F a c t S h e e t
A g e n d a I t e m 1 0
4 4 8
STATE ROUTE 9
HOV PP�O�E�`T
A project of the Riverside County Trans rtation Commission
WHAT IS
THE SR-91 HOV PROJECT?
In order to improve mobility through the downtown Riverside area, the Riverside County
Transportation Commission, in partnership with Caltrans is currently in the final design phase
and right of way acquisition phase to construct one High Occupancy Vehicle (HOV) lane, also
called a car pool lane, in each direction of State Route 91 (SR-91) from Adams Street to the,
60/91/215 interchange in the City of Riverside.
The SR-91 is a primary truck and commuter route and carries approximately 170,000 vehicles
per day within the project area on the existing three lanes in each direction. The route is often
highly congested at current traffic Ievels.With Riverside County's population expected to reach 3.5
million by 2030, the vehicle pressure in this corridor will continue to increase.The improvements
to the freeway through this widening project will help alleviate congestion through this hub.
The cost of the project is estimated to be $273 million and is funded by Measure A, Riverside
County's half -cent sales tax for transportation; federal funds; and $157 million of Corridor Mobility
Improvement Account (CMIA) funds, the state Proposition IB funding.
WHAT ARE THE PROJECT BENEFITS?
The SR-91 freeway can be considered Riverside's Main Street and serves as the
City of Riverside's primary freeway connection to communities including Corona,
San Bernardino, and the entire inland region. Over the past few years, significant
Measure A investments have been made to improve the 91 with the reconstruc-
tion of the 60/91/215 interchange in Downtown Riverside and the widening of the
freeway from Adams Street to the Orange County Line.
One section of the freeway that has yet to be widened is the 6-mile segment
between Adams Street and the 60/91/215 interchange. The addition of a carpool
lane through this area will ensure that the entire freeway is at least four lanes wide
in each direction. Moreover, the widening of the freeway and its ensuing invest-
ment will lead to many other adjacent improvements including improved on and
off -ramps at 14th Street and Arlington Avenue, relocating the 9th Street on ramp to
loth Street, and the replacement of a number of bridges that cross the freeway such
as 14th Street, Cridge Street, and Ivy Street. The overall result will be a state -of -
the art transportation facility that serves motorists by adding capacity while easing
access to and from the community which better serves businesses, employers and
local residents.
ADDITIONAL PROJECTS ALONG THE 91
The improvements between Adams Street and the 60/91/215 interchange are im-
minent with construction beginning in 201 I, but additional projects along the corridor are in the works.
RCTC is currently in the midst of preliminary engineering and environmental review to improve the 91
between Pierce Street in Riverside and the Orange County border. Improvements could include:
• The addition of a general purpose lane in each direction, as approved in the
voter -approved Measure plan
• An improved direct connector between the eastbound 91 and the northbound 71
• The extension of the 91 Express Lanes from Orange County to Interstate 15
• Better freeway to freeway connectors at the 91 and 1-15
• Additional auxiliary or merge lanes to ease access throughout the freeway corridor
In addition, the Orange County Transportation Authority and Caltrans are working to add an east-
bound lane on the 91 between the Foothill/Eastern Toll Corridor (SR-241) and Serfas Club Drive in
Corona.
AN ONGOING COMMITMENT
The importance of State Route 91 in terms of Riverside County's economy and mobility is indisput-
able. Ics hardly surprising that significant amounts of funding have been set aside in Measure A for
improvements along the freeway and for public transit investments including Metrolink commuter rail
service that parallels the corridor. RCTC will continue its commitment to advancing improvements
as quickly as possible, ar204 5R-91 HOV project in Downtown Riverside is yet another example of
needed progress.
RIGHT OF WAY ACQUISITION:WHAT TO EXPECT
WHAT ISTHE PROJECT SCHEDULE?
,
.J1t1 ARPTHE'-
ItgitCT PARTNEkS?
557 ROTC -has teamed with Caltrans ..and
worked closely with the City of Riverside
to deliver this project.
. ,
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air (.1,
KIVE.K3/ DE
WHO CAN I CONTACT
FOR MORE INFORMATION?
If you have any comments or questions
about the SR-9I HOV Project e-mail us
through our website at www.rctc.org or
call ROTC at (951) 787-7141.
CONSTRUCTION
WHERE IS THE SR-91 HOV
PROJECT LOCATED?
Project Limits
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450
ADDITIONAL INFORMATION
AGENDA ITEM 10
EXHIBIT B
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Project Overview
i
Closes HOV lane gap
• Adds 6 miles of HOV lane
to the freeway
• Improves ramps, bridges
and access
• Proposition 18 (2006)
Corridor Mobility
Improvement Account
(CMIA)funding
91 Freeway - After
3 - Mixed Flow lanes each direction
1- HOV lane each direction
Project History
Rcrc„-
• 1989 Measure A Project
• Completes the HOV lanes from
Orange County line to the
60/91/215 Interchange
• Project Approval and
Environmental Document (PA &
ED) phase began in 2001
• Final Environmental Document
and Project Report approved in
2007
Project Partners
• RCTC
- Funding
- Right of Way
(ROW)
Riverside County Transportation Commission
• Caltrans
- Design
- Construction
Exit fans
ROTC_.
r's
Roadway Improvements
Modify interchanges
2 Mixed Flow + 1 HOV
• Madison St. - EB
• Arlington Ave.- EB-
• Central Ave. -EB/WB
• 14th St.- WB
1
Roadway Improvements,
Modify Interchanges
2 mixed flow lanes only:
• 14th St. EB
• 9th St. (now Tenth St.)
WB
Ramps with Major
Improvements
• Arlington Ave. -
• 14th St.-
• 9th St. (Tenth St.) -
Replace Bridges
• Ivy St.
• Pachappa Railroad
• Cridge St.
• 14th St.
aQ
Roadway Improvements
RCTC,
Modify Interchanges
1 mixed flow lane only
• Existing Arlington EB
Modify Existing Bridges
• Undercrossings
—Jefferson St.
—Madison St.
—Brockton Ave.
—Arlington Ave.
—Central Ave.
• Construct sound walls
• Construct retaining
walls
• Landscape
replacement planting
• Construct water quality
basins
2
Right of Way (ROW)
Acquisition
• Approximately 75
properties are affected
• Majority are partial
acquisitions
• Temporary
construction
easements and public
utility easements
M-
Schedule as of Spring 2009
• Complete ROW
Acquisition
August 2010
• Complete Final Design
February 2011
• Begin Construction
June 2011
• Compete Construction
June 2015
Project Cost
• Estimated Cost
— Environmental
— Design
— Right of Way
— Construction
TOTAL:
$ 3M
$ 16M
$ 62 M
$192 M
$273 M
3
RIVERSIDE COUNTY TRANSPORTATION COMMISSION I
DATE:
June 10, 2009
TO:
Riverside County Transportation Commission
FROM:
Jennifer Harmon, Office and Board Services Manager
THROUGH:
Anne Mayer, Executive Director
SUBJECT:
Election of Riverside County Transportation Commission for
2"d Vice Chair
STAFF RECOMMENDATION:
This item is for the Commission to conduct an election for the 2009 2' Vice Chair
position.
BACKGROUND INFORMATION:
Election of Officers
On May 11, 2009, the Commission received a letter from Commissioner Dick Kelly,
city of Palm Desert, resigning his position as a member of the Riverside County
Transportation Commission, citing a re-evaluation of his priorities. His resignation
leaves a vacancy for the 2nd Vice Chair position.
In accordance with the Administrative Code, the Chair, Vice Chair, and 2"d Vice
Chair shall annually alternate between a regular member of the Commission
representing a city and a regular member of the Commission who is a member of
the Riverside County Board of Supervisors.
For 2009, the 2"d Vice Chair shall be a regular member of the Commission
representing a city.
Attachment: List of Past Commission Chairs
Agenda Item 11
451
"
P A S T C O M M I S S I O N
C H A I R S
2 0 0 8 J e f f S t o n e
2 0 0 7 T e r r y H e n d e r s o n C i t y o f L a Q u i n t a
2 0 0 6 M a r i o n A s h l e y
2 0 0 5 R o b i n L o w e
C o u n t y o f R i v e r s i d e - D i s t r i c t 3
C o u n t y o f R i v e r s i d e - D i s t r i c t 5
C i t y o f H e m e t
2 0 0 4 R o y W i l s o n
2 0 0 3 R o n R o b e r t s
C o u n t y o f R i v e r s i d e - D i s t r i c t 4
C i t y o f T e m e c u l a
2 0 0 2 J o h n T a v a g l i o n e C o u n t y o f R i v e r s i d e - D i s t r i c t 2
2 0 0 1 W i l l K l e i n d i e n s t
2 0 0 0 T o m M u l l e n
C i t y o f P a l m S p r i n g s
C o u n t y o f R i v e r s i d e - D i s t r i c t 5
1 9 9 9 J a c k v a n H a a s t e r C i t y o f M u r r i e t a
1 9 9 8 B o b B u s t e r
1 9 9 7 B o b B u s t e r
1 9 9 6 A l e x C l i f f o r d
C o u n t y o f R i v e r s i d e - D i s t r i c t 1
C o u n t y o f R i v e r s i d e - D i s t r i c t 1
C i t y o f R i v e r s i d e
1 9 9 5 A l e x C l i f f o r d
C i t y o f R i v e r s i d e
1 9 9 4 C o r k y L a r s o n
1 9 9 3 A l L o p e z
C o u n t y o f R i v e r s i d e - D i s t r i c t 4
C i t y o f C o r o n a
1 9 9 2 A l L o p e z
C i t y o f C o r o n a
1 9 9 1 K a y C e n i c e r o s
1 9 9 0 K a y C e n i c e r o s
1 9 8 9 J a c k C l a r k e
C o u n t y o f R i v e r s i d e - D i s t r i c t 3
C o u n t y o f R i v e r s i d e - D i s t r i c t 3
C i t y o f R i v e r s i d e
1 9 8 8 D o n B a s k e t t
C i t y o f H e m e t
1 9 8 7 M e l b a D u n l a p
1 9 8 6 J e a n M a n s f i e l d
C o u n t y o f R i v e r s i d e - D i s t r i c t 2
C i t y o f R i v e r s i d e
1 9 8 5 S u s a n C o r n e l i s o n P u b l i c M e m b e r
1 9 8 4 S u s a n C o r n e l i s o n P u b l i c M e m b e r
1 9 8 3 R o y W i l s o n
C i t y o f P a l m D e s e r t
1 9 8 2 N o r t o n Y o u n g l o v e C o u n t y o f R i v e r s i d e - D i s t r i c t 5
1 9 8 1 J e a n M a n s f i e l d
C i t y o f R i v e r s i d e
1 9 8 0 D o n a l d S c h r o e d e r C o u n t y o f R i v e r s i d e - D i s t r i c t 2
1 9 7 9 D o n a l d S c h r o e d e r
1 9 7 8 R u s s e l l B e i r i c h
1 9 7 7 R u s s e l l B e i r i c h
C o u n t y o f R i v e r s i d e - D i s t r i c t 2
C i t y o f P a l m S p r i n g s
C i t y o f P a l m S p r i n g s
4 5 2