HomeMy Public PortalAbout06 June 25, 2012 Budget & Implementation"
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D A T E :
L O C A T I O N :
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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
B U D G E T A N D I M P L E M E N T A T I O N C O M M I T T E E
M E E T I N G A G E N D A
9 : 3 0 a . m .
M o n d a y , J u n e 2 5 , 2 0 1 2
B O A R D R O O M
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 , F i r s t F l o o r , R i v e r s i d e
~ C O M M I T T E E M E M B E R S ~
R i c k G i b b s , C h a i r / K e l l y B e n n e t t , C i t y o f M u r r i e t a
E l l a Z a n o w i c V i c e C h a i r I J e f f H e w i t t , C i t y o f C a l i m e s a
R o g e r B e r g I J e f f F o x , C i t y o f B e a u m o n t
M a r y C r a t o n I B a r r y T a l b o t , C i t y o f C a n y o n L a k e
G r e g P e t t i s I K a t h l e e n D e R o s a , C i t y o f C a t h e d r a l C i t y
S t e v e n H e r n a n d e z I E d u a r d o G a r c i a , C i t y o f C o a c h e l l a
S c o t t M a t a s , I Y v o n n e P a r k s , C i t y o f D e s e r t H o t S p r i n g s
L a r r y S m i t h I R o b e r t Y o u s s e f , C i t y o f H e m e t
D o u g l a s H a n s o n I P a t r i c k M u l l a n y , C i t y o f I n d i a n W e l l s
B o b M a g e e I M e l i s s a M e l e n d e z , C i t y o f L a k e E l s i n o r e
S t e v e A d a m s I A n d y M e l e n d r e z , C i t y o f R i v e r s i d e
R o n R o b e r t s I J e f f C o m e r c h e r o , C i t y o f T e m e c u l a
J o h n F . 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 I I
J e f f S t 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 I l l
~ S T A F F ~
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
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
~ A R E A S O F R E S P O N S I B I L I T Y ~
A n n u a l B u d g e t D e v e l o p m e n t a n d O v e r s i g h t
C o m p e t i t i v e F e d e r a l a n d S t a t e G r a n t P r o g r a m s
C o u n t y w i d e C o m m u n i c a t i o n s a n d O u t r e a c h P r o g r a m s
C o u n t y w i d e S t r a t e g i c P l a n
L e g i s l a t i o n
P u b l i c C o m m u n i c a t i o n s a n d O u t r e a c h P r o g r a m s
S h o r t R a n g e T r a n s i t P l a n s
R E C O R D S
C o m m e n t s a r e w e l c o m e d b y t h e C o m m i t t e e . I f y o u w i s h t o p r o v i d e c o m m e n t s t o t h e C o m m i t t e e , p l e a s e
c o m p l e t e a n d s u b m i t a S p e a k e r C a r d t o t h e C l e r k o f t h e B o a r d .
Tara Byerly
From:
Sent:
To:
Subject:
Importance:
Tara Byerly
Wednesday, June 20, 2012 3:55 PM
Tara Byerly
RCTC Budget and Implementation Committee Agenda-06.25.2012
High
Good Afternoon Budget and Implementation Committee Members:
Attached below is the link to the Budget and Implementation Committee agenda for the meeting
scheduled @ 9:30 a.m. on Monday, June 25.
http://www. rete .org/uploads/media items/budget-and-implementation-march-26-201 2-ipad-compatible-
agenda.original.pdf. Please let me know if you have any questions.
Respectfully,
TaraS. Byerly
Senior Administrative Assistant
4080 Lemon Street, 3rd Floor
Riverside, CA 92501
(951) 787-7141
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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
B U D G E T A N D I M P L E M E N T A T I O N C O M M I T T E E
w w w . r c t c . o r g
A G E N D A *
* A c t i o n s m a y b e t a k e n o n a n y i t e m l i s t e d o n t h e a g e n d a
9 : 3 0 a . m .
M o n d a y , J u n e 2 5 , 2 0 1 2
B O A R D R O O M
C o u n t y A d m i n i s t r a t i v e C e n t e r
4 0 8 0 L e m o n S t r e e t , F i r s t F l o o r
R i v e r s i d e , C a l i f o r n i a
I n c o m p l i a n c e w i t h t h e B r o w n A c t a n d G o v e r n m e n t C o d e S e c t i o n 5 4 9 5 7 . 5 , a g e n d a m a t e r i a l s
d i s t r i b u t e d 7 2 h o u r s p r i o r t o t h e m e e t i n g , w h i c h a r e p u b l i c r e c o r d s r e l a t i n g t o o p e n s e s s i o n
a g e n d a i t e m s , w i l l b e a v a i l a b l e f o r i n s p e c t i o n b y m e m b e r s o f t h e p u b l i c p r i o r t o t h e m e e t i n g
a t t h e C o m m i s s i o n o f f i c e , 4 0 8 0 L e m o n S t r e e t , T h i r d F l o o r , R i v e r s i d e , C A , a n d o n t h e
C o m m i s s i o n ' s w e b s i t e , w w w . r c t c . o r g .
I n c o m p l i a n c e w i t h 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 n d G o v e r n m e n t C o d e S e c t i o n
5 4 9 5 4 . 2 , i f y o u n e e d s p e c i a l a s s i s t a n c e t o p a r t i c i p a t e i n a C o m m i t t e e m e e t i n g , p l e a s e
c o n t a c t t h e C l e i k o f t h e B o a r d a t ( 9 5 1 ) 7 8 7 - 7 1 4 1 . N o t i f i c a t i o n o f a t l e a s t 4 8 h o u r s p r i o r t o
m e e t i n g t i m e w i l l a s s i s t s t a f f i n a s s u r i n g t h a t r e a s o n a b l e a r r a n g e m e n t s c a n b e m a d e t o
p r o v i d e a c c e s s i b i l i t y a t t h e m e e t i n g .
1 . C A L L T O O R D E R
2 . P L E D G E O F A L L E G I A N C E
3 . R O L L C A L L
4 . P U B L I C C O M M E N T S - E a c h i n d i v i d u a l s p e a k e r i s l i m i t e d t o s p e a k t h r e e ( 3 )
c o n t i n u o u s m i n u t e s o r l e s s . T h e C o m m i t t e e m a y , e i t h e r a t t h e d i r e c t i o n o f t h e
C h a i r o r b y m a j o r i t y v o t e o f t h e C o m m i t t e e , w a i v e t h i s t h r e e m i n u t e t i m e
l i m i t a t i o n . D e p e n d i n g o n t h e n u m b e r o f i t e m s o n t h e A g e n d a a n d t h e n u m b e r
o f s p e a k e r s , t h e C h a i r m a y , a t h i s / h e r d i s c r e t i o n , r e d u c e t h e t i m e o f e a c h
s p e a k e r t o t w o ( 2 ) c o n t i n u o u s m i n u t e s . A l s o , t h e C o m m i t t e e m a y t e r m i n a t e
p u b l i c c o m m e n t s i f s u c h c o m m e n t s b e c o m e r e p e t i t i o u s . I n a d d i t i o n , t h e
m a x i m u m t i m e f o r p u b l i c c o m m e n t f o r a n y i n d i v i d u a l i t e m o r t o p i c i s t h i r t y ( 3 0 )
m i n u t e s . S p e a k e r s m a y n o t y i e l d t h e i r t i m e t o o t h e r s w i t h o u t t h e c o n s e n t o f
t h e C h a i r . A n y w r i t t e n d o c u m e n t s t o b e d i s t r i b u t e d o r p r e s e n t e d t o t h e
C o m m i t t e e s h a l l b e s u b m i t t e d t o t h e C l e r k o f t h e B o a r d . T h i s p o l i c y a p p l i e s t o
P u b l i c C o m m e n t s a n d c o m m e n t s o n A g e n d a I t e m s .
Budget and Implementation Committee
June 25, 2012
Page 2
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.
5. APPROVAL OF MINUTES -MAY 21, 2012
6. ADDITIONS/REVISIONS (The Committee may add an item to the Agenda after
making a finding that there is a need to take immediate action on the item and
that the item came to the attention of the Committee subsequent to the
posting of the agenda. An action adding an item to the agenda requires
2/3 vote of the Committee. If there are less than 2/3 of the Committee
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.)
7 · 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.
7A. QUARTERLY FINANCIAL STATEMENTS
Page 1.
Overview
This item is for the Committee to:
1 ) Receive and file the Quarterly Financial Statements for the period
ended March 31, 2012; and
2) ·Forward to the Commission for final action.
8. REVISED PROCUREMENT POLICY MANUAL
PageS
Overview
This item is for the Committee to:
1)
2)
3)
Approve the revised Riverside County Transportation Commission
Procurement Policy Manual for the procurement and contracting activities
undertaken by the Commission, subject to final review by legal counsel
as to conformance to state and federal law;
Adopt Resolution No. 12-018, "Resolution of the Riverside . County
Transportation Commission Regarding the Revised Procurement Policy
Manual"; and
Forward to the Commission for final action.
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B u d g e t a n d I m p l e m e n t a t i o n C o m m i t t e e
J u n e 2 5 , 2 0 1 2
P a g e 3
9 . F I S C A L Y E A R S 2 0 1 3 - 1 7 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 S F O R L O C A L S T R E E T S A N D R O A D S
P a g e 6 2
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 t t e e t o :
1 ) A p p r o v e t h e F Y s 2 0 1 3 - 1 7 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 s ( C I P s ) f o r L o c a l S t r e e t s a n d R o a d s a s s u b m i t t e d ; a n d
2 ) F o r w a r d t o t h e C o m m i s s i o n f o r f i n a l a c t i o n .
1 0 . 2 0 0 9 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 B A S E Y E A R A D J U S T M E N T
F O R C I T Y O F B A N N I N G
P a g e 6 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 t t e e t o :
1 )
2 )
A p p r o v e t h e a d j u s t m e n t t o t h e c i t y o f B a n n i n g ' s ( B a n n i n g ) 2 0 0 9 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 ) b a s e y e a r ; a n d
F o r w a r d t o t h e C o m m i s s i o n f o r f i n a l a c t i o n .
1 1 . P R O P O S I T I O N 1 B S T A T E - L O C A L P A R T N E R S H I P P R O G R A M F O R M U L A
P R O G R A M - 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 '
P R O J E C T R E C O M M E N D A T I O N S
P a g e 6 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 t t e e t o :
1 ) A p p r o v e p r o g r a m m i n g S t a t e - L o c a l P a r t n e r s h i p P r o g r a m ( S L P P ) f o r m u l a
f u n d s f o r t h e f o l l o w i n g s i x C o a c h e l l a V a l l e y p r o j e c t s a s s u b m i t t e d b y t h e
C o a c h e l l a V a l l e y A s s o c i a t i o n o f G o v e r n m e n t s ( C V A G ) :
" M o n t e r e y A v e n u e i n t e r c h a n g e l o o p r a m p ;
" V a r n e r R o a d / J e f f e r s o n S t r e e t i n t e r s e c t i o n i m p r o v e m e n t s ;
" M o n r o e S t r e e t w i d e n i n g a n d i n t e r s e c t i o n i m p r o v e m e n t s
( A v e n u e 4 9 t o A v e n u e 5 2 ) ;
" F r e d W a r i n g D r i v e m e d i a n w i d e n i n g ( A d a m s S t r e e t t o P o r t M a r i a
R o a d ) ;
H i g h w a y 1 1 1 w i d e n i n g a n d i n t e r s e c t i o n i m p r o v e m e n t s
( C o o k S t r e e t t o H o s p i t a l i t y R o w ) ;
" H i g h w a y 1 1 1 / W a s h i n g t o n S t r e e t i n t e r s e c t i o n i m p r o v e m e n t s ;
Budget and Implementation Committee
June 25, 2012
Page 4
2) Authorize staff per CVAG direction to submit additional eligible projects •
or revise funding amounts to the above projects in the event additional
SLPP funds are available through project savings or California
Transportation Commission (CTC) formula allocations;
3) Submit the CV AG SLPP formula projects to the CTC for programming;
and
4) Forward to the Commission for final action.
12. RIVERSIDE COUNTY TRANSIT SERVICES FUNDING ALLOCATION FOR FISCAL
YEAR 2012/13
Page 70
Overview
This item is for the Committee to:
1 )
2)
3)
Conduct a public hearing at the July Commission meeting on the
proposed Section 5307 Program of Projects (POP);
Approve the FY 2012/13 Federal Transit Administration's (FTA) Section
5307 and 5311 POP for Riverside County;
Approve the FY 2012/13 Local Transportation Fund (LTF) and State
4)
Transit Assistance (ST A) fund allocations for transit; •
Direct staff to add projects into the Federal Transportation Improvement
Program (FTIP);
5) Adopt Resolution No. 12-022, "Resolution of the Riverside County
Transportation Commission to Allocate State Transit Assistance Funds";
and
6) Forward to the Commission for final action.
13. 2012 UPDATE COORDINATED PUBLIC TRANSIT-HUMAN SERVICES
TRANSPORTATION PLAN
Page 90
Overview
This item is for the Committee to:
1)
2)
3)
4)
Approve the update to the 2012 Coordinated Public Transit-Human
Services Transportation Plan (2012 Coordinated Plan);
Authorize staff to prepare the evaluation criteria and application package
to support the 2013 Specialized Transit Universal Call for Projects
(20 1 3 Call for Projects);
Authorize staff to conduct the 2013 Call for Projects; and
Forward to the Commission for final action. •
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B u d g e t a n d I m p l e m e n t a t i o n C o m m i t t e e
J u n e 2 5 , 2 0 1 2
P a g e 5
1 4 . A G R E E M E N T W I T H S O U T H C O A S T A I R Q U A L I T Y M A N A G E M E N T D I S T R I C T
T O F U N D T H E D E V E L O P M E N T A N D D E P L O Y M E N T O F A N I N L A N D E M P I R E
5 1 1 M O B I L E A P P L I C A T I O N
P a g e 1 5 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 t t e e t o :
1 ) A p p r o v e A g r e e m e n t N o . 1 2 - 4 5 - 0 8 9 - 0 0 w i t h t h e S o u t h C o a s t A i r Q u a l i t y
M a n a g e m e n t D i s t r i c t ( A O M D ) 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 $ 1 0 0 , 0 0 0 i n
g r a n t 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 d e p l o y m e n t c o s t s o f a n I n l a n d
E m p i r e 5 1 1 ( I E 5 1 1 ) m o b i l e a p p l i c a t i o n ;
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 ) F o r w a r d t o t h e C o m m i s s i o n f o r f i n a l a c t i o n .
1 5 . I T E M ( S ) P U L L E D F R O M T H E C O N S E N T C A L E N D A R
1 6 . C O M M I S S I O N E R S I S T A F F R E P O R T
1 7 .
O v e r v i e w
T h i s i t e m p r o v i d e s t h e o p p o r t u n i t y f o r t h e C o m m i s s i o n e r s a n d s t a f f t o r e p o r t
o n a t t e n d e d a n d u p c o m i n g m e e t i n g / c o n f e r e n c e s a n d i s s u e s r e l a t e d t o
C o m m i s s i o n a c t i v i t i e s .
A D J O U R N M E N T A N D N E X T M E E T I N G
T h e n e x t b u d g e t a n d I m p l e m e n t a t i o n C o m m i t t e e m e e t i n g i s s c h e d u l e d t o b e
h e l d a t 9 : 3 0 a . m . , M o n d a y , J u l y 2 3 , 2 0 1 2 , B o a r d C h a m b e r s , F i r s t F l o o r ,
C o u n t y A d m i n i s t r a t i v e C e n t e r , 4 0 8 0 L e m o n S t r e e t , R i v e r s i d e .
RIVERSIDE COUNTY TRANSPORTATION COMMISSION
BUDGET AND IMPLEMENTATION COMMITTEE
ROLL CALL
JUNE 25, 2012
County of Riverside, District II
County of Riverside, District Ill
City of Beaumont ·
City of Calimesa
City of Canyon Lake
City of Cathedral City
City of Coachella
City of Desert Hot Springs
City of Hemet
City of Indian Wells
City of Lake Elsinore
City of Murrieta
City of Riverside
City of Temecula
Absent
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RIVERSIDE COUNTY TRANSPORTATION COMMISSION
BUDGET AND IMPLEMENTATION COMMITTEE SIGN-IN SHEET
JUNE 25, 2012
NAME AGENCY E MAIL ADDRESS
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A G E N D A I T E M 5
M I N U T E S
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R I V E R S I D E C O U N T Y T R A N S P O R T A T I O N C O M M I S S I O N
B U D G E T A N D I M P L E M E N T A T I O N C O M M I T T E E
M o n d a y , M a y 2 1 , 2 0 1 2
M I N U T E S
1 . C A L L T O O R D E R
T h e m e e t i n g o f t h e B u d g e t a n d I m p l e m e n t a t i o n C o m m i t t e e w a s c a l l e d t o
o r d e r b y C h a i r R i c k G i b b s a t 9 : 3 0 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 , F i r s t F l o o r ,
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
3 .
4 .
A t t h i s t i m e , C o m m i s s i o n e r R o n R o b e r t s l e d t h e B u d g e t a n d I m p l e m e n t a t i o n
C o m m i t t e e i n a f l a g s a l u t e .
R O L L C A L L
M e m b e r s / A t t e r n a t e s P r e s e n t M e m b e r s A b s e n t
R o g e r B e r g S t e v e A d a m s
M a r y C r a t o n G r e g P e t t i s
R i c k G i b b s L a r r y S m i t h
D o u g l a s H a n s o n J e f f S t o n e
S t e v e n H e r n a n d e z *
B o b M a g e e
Y v o n n e P a r k s
R o n R o b e r t s
J o h n T a v a g l i o n e *
E l l a Z a n o w i c
* A r r i v e d a f t e r t h e m e e t i n g w a s c a l l e d t o o r d e r
P U B L I C C O M M E N T S
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 f r o m t h e p u b l i c .
RCTC Budget and Implementation Committee Minutes
May 21,2012
Page 2
5. APPROVAL OF MINUTES-APRIL 23, 2012
M/S/C (Zanowic/Roberts) to approve the minutes of April 23, 2012
meeting as submitted.
Abstain: Parks
6. ADDITIONS I REVISIONS
There was a revised Agenda Item 11 , "Fiscal Year 20 12!13 SB 821 Bicycle
and Pedestrian Facilities Program Funding Recommendations".
7. 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.
M/S/C (Craton/Hanson) to approve the following Consent Calendar
item(s):
7 A. QUARTERLY SALES TAX ANALYSIS
1) Receive and file the sales tax analysis for Quarter 4 (04) 2011;
and;
2) Forward to the Commission for final action.
78. APPROPRIATIONS LIMIT FOR FISCAL YEAR 2012/13
1) Approve Resolution No. 12-017, ~~Resolution of the Riverside
County Transportation Commission Establishing the
Commission's Appropriations Limit for Fiscal Year 20 12/13";
and
2) Forward to the Commission for final action.
7C. ANNUAL INVESTMENT POLICY REVIEW
1) Adopt Resolution No. 12-016, "Resolution of the Riverside
County Transportation Commission Regarding the Revised
Investment Policy";
2) Adopt the Annual Investment Policy; and
3) Forward to the Commission for final action.
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R C T C B u d g e t a n d I m p l e m e n t a t i o n C o m m i t t e e M i n u t e s
M a y 2 1 , 2 0 1 2
P a g e 3
7 D . 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
1 ) 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 1 2 ; a n d
2 ) F o r w a r d t o t h e C o m m i s s i o n f o r f i n a l a c t i o n .
A t t h i s t i m e , C o m m i s s i o n e r J o h n T a v a g l i o n e a r r i v e d a t t h e m e e t i n g .
8 . 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 1 2 1 1 3
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 , 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 f o r F Y 2 0 1 2 / 1 3 , a n d d i s c u s s e d t h e f o l l o w i n g a r e a s :
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B u d g e t p r o c e s s ;
B u d g e t a d j u s t m e n t s ;
B u d g e t s u m m a r y ;
F u n d i n g s o u r c e s a n d f u n d i n g s o u r c e s c o m p a r i s o n ;
S u m m a r y o f u s e s - M a n a g e m e n t s e r v i c e s , r e g i o n a l p r o g r a m s , c a p i t a l
p r o g r a m ;
C a p i t a l 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 ;
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 h i g h l i g h t s ;
F u n c t i o n a l u s e s b r e a k d o w n ;
" M e a s u r e A m a n a g e m e n t s e r v i c e s ; a n d
" N e x t s t e p s i n t h e b u d g e t p r o c e s s .
C h a i r G i b b s e x p r e s s e d a p p r e c i a t i o n t o M i c h e l e C i s n e r o s a n d T h e r e s i a T r e v i n o
f o r t h e i r e x c e p t i o n a l w o r k o n t h e B u d g e t f o r F Y 2 0 1 2 / 1 3 .
A t t h i s t i m e , C o m m i s s i o n e r S t e v e n H e r n a n d e z a r r i v e d a t t h e m e e t i n g .
M J S / C ( Z a n o w i c J B e r g ) t o :
1 ) 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 1 2 / 1 3 ; a n d
2 ) F o r w a r d t o t h e C o m m i s s i o n t o c l o s 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 1 2 / 1 3 ; a n d
3 ) A d o p t t h e p r o P Q s e d B u d g e t f o r F V 2 0 1 2 / 1 3 .
9 . R E C U R R I N G C O N T R A C T S F O R F I S C A L Y E A R 2 0 1 2 / 1 3
M a r l a M o d e l l , P r o c u r e m e n t A d m i n i s t r a t o r , p r e s e n t e d t h 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 1 2 / 1 3 .
RCTC Budget and Implementation Committee Minutes
May 21, 2012
Page 4
MIS/C (Zanowic/Craton) to:
1) Approve the recurring contracts for FV 2012/13;
2) Authorize the Chair, pursuant to legal counsel review, to
execute the agreements on behalf of the Commission; and
3) Forward to the Commission for final action.
1 0. AGREEMENT WITH PLANET BIDS FOR ONLINE VENDOR AND BID
MANAGEMENT SYSTEM
Marla Modell provided a brief overview for the scope of the agreement with
PlanetBids, Inc. for online vendor and bid management system.
In response to Commissioner Mary Craton's concern about disclosure of data,
Marla Modell replied the module will be customized to the Commission's needs
so the competitors will only view the appropriate information.
In response to Chair Gibbs' question to Commissioners Bob Magee and Ron
Roberts as to their cities experience using Planetbids, Commissioner Magee
replied he is not aware of any issues and Commissioner Roberts was uncertain .
Anne Mayer expressed this is one of the many efforts to focus on
disadvantaged businesses to make sure the Commission's outreach is
extensive and enables more opportunities to do business with the Commission.
Commissioner Roger Berg stated it will be helpful for the Commission's federal
certification and concurred with this approach.
MIS/C (Berg/Zanowic) to:
1) Approve Agreement No. 12-19-091-00 with PlanetBids, Inc.
(PianetBids) for the use of the PlanetBids BidsOnline vendor and
bid management system software for a three-year term, and
two one-year options to extend the agreement, in an amount
not to exceed $65,000;
2) Authorize the Chair, pursuant to legal counsel review, to
execute the agreement on behalf of the Commission; and
3) Forward to the Commission for final action.
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R C T C B u d g e t a n d I m p l e m e n t a t i o n C o m m i t t e e M i n u t e s
M a y 2 1 , 2 0 1 2
P a g e 5
1 1 . F I S C A L Y E A R 2 0 1 2 / 1 3 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 F U N D I N G R E C O M M E N D A T I O N S
1 2 .
1 3 .
J i l l i a n E d m i s t o n , S t a f f A n a l y s t , p r o v i d e d a n o v e r v i e w f o r t h e F Y 2 0 1 2 / 1 3
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 f u n d i n g r e c o m m e n d a t i o n s .
C o m m i s s i o n e r C r a t o n r e f e r r e d t o t h e F Y 2 0 1 2 / 1 3 r e c o m m e n d e d p r o j e c t
f u n d i n g a t t a c h m e n t a n d a s k e d f o r c l a r i f i c a t i o n o n t h e t o t a l c o s t s .
J i l l i a n E d m i s t o n r e p l i e d t h e d i f f e r e n c e b e t w e e n t h e e s t i m a t e d f u n d i n g
a v a i l a b l e a n d t h e a m o u n t r e c o m m e n d e d f o r f u n d i n g i s d u e t o c o s t s a v i n g s o n
p r e v i o u s l y c l a i m e d p r o j e c t s .
M I S / C ( T a v a g l i o n e / Z a n o w i c ) t o :
1 ) A p p r o v e t h e � F Y 2 0 1 2 / 1 3 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 ( S B 8 2 1 p r o g r a m ) r e c o m m e n d e d f u n d i n g ; a n d
2 ) F o r w a r d t o t h e C o m m i s s i o n f o r f i n a l a c t i o n .
I T E M ( S ) P U L L E D F R O M C O N S E N T C A L E N D A R A G E N D A
T h e r e w e r e n o i t e m s p u l l e d f r o m t h e C o n s e n t C a l e n d a r .
C O M M I S S I O N E R S I E X E C U T I V E D I R E C T O R R E P O R T
T h e r e w e r e n o c o m m e n t s b y C o m m i s s i o n e r s o r s t a f f .
1 4 . A D J O U R N M E N T A N D N E X T M E E T I N G
T h e r e b e i n g n o f u r t h e r b u s i n e s s f o r c o n s i d e r a t i o n b y t h e B u d g e t a n d
I m p l e m e n t a t i o n C o m m i t t e e , t h e m e e t i n g w a s a d j o u r n e d a t 1 0 : 0 1 a . m .
T h e n e x t m e e t i n g o f t h e B u d g e t a n d I m p l e m e n t a t i o n C o m m i t t e e i s s c h e d u l e d
f o r J u n e 2 5 , 2 0 1 2 a t 9 : 3 0 a . m .
R e s p e c t f u l l y s u b m i t t e d ,
J e n n i f e r H a r m o n
C l e r k o f t h e B o a r d
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A G E N D A I T E M 7 A
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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 2 5 , 2 0 1 2
T O : B u d g e t a n d I m p l e m e n t a t i o n C o m m i t t e e
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 : 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
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 t t e e t o :
1 ) 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 1 2 ; a n d
2 ) F o r w a r d t o t h e C o m m i s s i o n f o r f i n a l a c t i o n .
B A C K G R O U N D / 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 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 n i n e m o n t h s o f F Y 2 0 1 1 / 1 2 . 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
6 1 p e r c e n t 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 s e f u n d s 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 1 2 .
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 0 . 3 6 p e r c e n t a n d 1 0 . 2 6 p e r c e n t h i g h 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 . T h i s c o n t i n u e d i n c r e a s e i s a n e n c o u r a g i n g s i g n t h a t
e c o n o m i c r e c o v e r y i n t h e r e g i o n i s o c c u r r i n g . 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
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 F Y 2 0 1 1 / 1 2 b u d g e t s a l e s t a x r e v e n u e s .
A g e n d a I t e m 7 A
1
Federal, state, and local revenues are on a reimbursement basis, and the
Commission will receive these revenues as the projects are completed and invoiced
to the respective agencies.
During the FY 2011/12 budget process, the Commission took a conservative
approach in estimating the Transportation Uniform Mitigation Fee (TUMF) receipts
as a result of the housing crisis and significant impact this had on the Inland
Empire's local economy. TUMF reimbursements related to the
State Route 74/lnterstate 215 interchange project are within the budget amount.
Overall the operating statement shows the TUMF revenues at 54 percent of the
budget, and staff will continue to monitor these revenues.
Other revenues include $440,325 from the proceeds related to the sale of land at
the West Corona Station and easement on the San Jacinto Branch Line property.
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The Commission took a conservative approach in estimating interest income for
FY 2011/12, due to flat interest yields on invested balances. Additionally, the
2010 Build America Bonds (BABs) subsidy payments were reflected as a reduction
of interest payments in the FY 2011/12 budget; however, generally accepted
accounting principles require such payments to be accounted for as revenues.
During December 2011, the Commission received approximately $1.5 million in
BABs subsidy payments. Interest income is at 227 percent of the budget as a
result of the conservative approach to estimating interest income, as well as the •
accounting for BABs subsidy payments.
Other than the capital project expenditures that are discussed separately, the other
expenditures are in line overall with the expectations of the budget with the
following exceptions:
• Professional services are under budget due to ongoing contract negot1at1ons
with Burlington Northern Santa Fe Railway regarding the 4 1h Main track and
significant legal and advisory services related to the SR-91 Corridor
Improvement Project (SR-91 CIP) design-build procurement being delayed
until a full project funding commitment from the Transportation Infrastructure
Finance and Innovation Act (TIFIA) loan program has been secured. In the
fourth quarter, the Commission received an invitation to the TIFIA program.
• Support costs are under budget due to unused budget authority for station
· maintenance and repair, and utilities.
• Program operations expenditures are under budget and reflect vendor
invoices for program management submitted through February 2012.
• Operating and capital disbursements are made as claims are submitted to the
Commission by transit operators.
Agenda Item 7 A
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S p e c i a l s t u d i e s a r e u n d e r b u d g e t d u e t o t h e u n u s e d b u d g e t a u t h o r i t y f o r
C a l t r a n s p r o j e c t i n i t i a t i o n d o c u m e n t s ( P I D s ) . D u e t o t h e s t a t e ' s b u d g e t
i s s u e s , f u n d s w e r e b u d g e t e d i n F Y 2 0 1 1 / 1 2 s h o u l d t h e C o m m i s s i o n b e
r e q u i r e d t o r e i m b u r s e C a l t r a n s f o r P I D 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 a r e r e l a t e d t o t h e t i m i n g 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 a s p r e v i o u s l y e x p l a i n e d . 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 e x p e n d i t u r e s m a d e t o t h e l o c a l j u r i s d i c t i o n 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 1 2 .
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 p r i m a r i l y r e p r e s e n t e x p e n d i t u r e s f o r t h e
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 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 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 ) . C V A G r e q u e s t s r e i m b u r s e m e n t s f r o m
t h e C o m m i s s i o n b a s e d o n a v a i l a b l e f u n d s a n d s u f f i c i e n t b u d g e t a u t h o r i t 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 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 , r e g i o n a l r i d e s h a r e h a r d 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 s e c u r i t y i m p r o v e m e n t s . T h i s c a t e g o r y i s
e x p e c t e d t o r e m a i n u n d e r b u d g e t f o r l o w e r c o s t s r e l a t e d t o t h e 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 n o t r e q u i r i n g t h e r e g i o n a l r i d e s h a r e h a r d w a r e .
A t i t s F e b r u a r y 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 n e w m o d e l f o r
o p e r a t i n g t h e r e g i o n a l r i d e s h a r e s y s t e m t h a t d o e s n o t r e q u i r e h a r d w a r e .
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 o n t h e 2 0 1 0 B o n d 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 i n t e r e s t e x p e n d i t u r e s o n t h e 2 0 0 9 B o n d s a r e m a d e m o n t h l y d u e t o t h e
v a r i a b l e r a t e n a t u r e o f t h e b o n d s . P r i n c i p a l p a y m e n t s o n t h e 2 0 0 9 B o n d s a n d t h e
2 0 1 0 B o n d s a r e m a d e i n J u n e . T h e r e t i r e m e n t o f $ 4 0 m i l l i o n o f c o m m e r c i a l p a p e r
n o t e s i s i n c l u d e d i n p r i n c i p a l p a y m e n t s .
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 r e v e n u e s a n d e x p e n d i t u r e s a n d w i l l n o t i f y t h e
C o m m i s s i o n o f a n y u n u s u a l e v e n t s .
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 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 / D e s i g n - B u i l d / R i g h t o f W a y / L a n d
7 4 / 2 1 5 I n t e r c h a n g e P r o j e c t - C o n s t r u c t i o n i s s u b s t a n t i a l l y c o m p l e t e d , a n d a
r i b b o n - c u t t i n g c e r e m o n y f o r t h e o p e n i n g t o t r a f f i c w a s h e l d o n F e b r u a r y 1 6 ; o n e
r i g h t o f w a y a c q u i s i t i o n i s c u r r e n t l y i n c o n d e m n a t i o n p r o c e e d i n g s .
A g e n d a I t e m 7 A
3
SR-79 Realignment Project -The draft project report and environmental document •
is being reviewed by Caltrans to receive approval to release for public circulation.
Due to the size and complexity of the project, this phase has taken longer than
anticipated.
SR-91 /Van Buren Boulevard Interchange Project -The city of Riverside is the lead
agency for this project. Construction started in March 2010 and the project is
substantially completed and open to traffic. The Measure A funded portion of
construction is $5 million; only $3 million in costs have been submitted by the city
of Riverside with the remaining $2 million expected to be billed in the fourth
quarter of FY 2011/12.
SR-91 HOV Lanes Project -Caltrans has completed design work. Expenditures
remain within the budget authority. Utility relocation contractors continue to
perform relocation of utilities. Staff is performing right of way acquisition, and
negotiations continue to progress and are on schedule; several acquisitions are
pending settlements. Construction managed by Caltrans was awarded and started
in March 2012.
71/91 Interchange Project -The preliminary engineering and environmental phase
was completed in late FY 201 0/11 . The availability of federal earmark funds
allowed the final design phase of work ·to move forward. Procurement for the
design consultant was awarded at the February Commission meeting, and a notice •
to proceed was issued in March 201 2.
SR-91 CIP (design-build) -A Transportation Investment Generating Economic
Recovery (TIGER) Ill grant application and letter of interest for a TIFIA loan were
submitted in October 2011 and December 2011, respectively. In December 2011,
the Commission was selected to receive a $20 million TIGER Ill TIFIA grant that
will translate into a TIFIA loan to partially fill the remaining funding gap for the
project. In April, the Commission was notified that it received an invitation to the
2012 TIFIA program. This invitation, combined with the TIGER Ill TIFIA grant,
provided the final piece needed for full funding of the project. Early right of way
acquisition work was approved by Caltrans in April 2011. Following the public
comment period ending in July 2011, early acquisition work began. Right of way
expenditures for FY 2011/12 are lagging due to the long lead time to close escrow
on property purchases. Staff anticipates that the right of way acquisition program
will accelerate due to completion of required documentation to close out escrows
in early FY 2012/13. The design-build request for proposals is being finalized for
issuance in first quarter of FY 2012/13. Agency, utility, and railroad agreement
work continues with certain agreements now completed and with others in various
stages of completion.
Agenda Item 7 A
4
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1 - 1 5 C I P - W o r k o n t h e e n v i r o n m e n t a l p h a s e c o n t i n u e s . T o l l f e a s i b i l i t y w o r k
c o n t i n u e s t o e v a l u a t e v a r i o u s p r o j e c t o p t i o n s i n t h e C o m m i s s i o n ' s c u r r e n t f u n d i n g
e n v i r o n m e n t . S t a f f h a s u s e d t o l l f e a s i b i l i t y w o r k t o d e v e l o p a s c o p i n g a n d
i m p l e m e n t a t i o n p l a n t h a t w a s p r e s e n t e d t o t h e 1 - 1 5 C I P A d H o c C o m m i t t e e .
C o m m e n t s w e r e r e c e i v e d a n d a c t i o n i t e m s w e r e d e v e l o p e d t o p e r f o r m f u r t h e r
a n a l y s i s a n d t o m a k e f u r t h e r p r o j e c t r e c o m m e n d a t i o n s t o t h e a d h o c c o m m i t t e e i n
t h e s e c o n d q u a r t e r o f F Y 2 0 1 2 / 1 3 .
1 - 2 1 5 S o u t h W i d e n i n g P r o j e c t 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 -
C o n s t r u c t i o n b e g a n i n J u l y 2 0 1 1 a n d i s o n s c h e d u l e .
1 - 2 1 5 C e n t r a l 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 - 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 s r e l a t e d t o t h e p r o j e c t a r e o n s c h e d u l e .
1 - 2 1 5 / V a n B u r e n I n t e r c h a n g e - T h i s p r o j e c t i s m a n a g e d b y t h e c o u n t y o f R i v e r s i d e
( C o u n t y ) , a n d c o n s t r u c t i o n b i d s w e r e r e c e i v e d i n F e b r u a r y 2 0 1 2 . T h e C o u n t y
a w a r d e d a c o n t r a c t i n A p r i l 2 0 1 2 w i t h c o n s t r u c t i o n s c h e d u l e d t o s t a r t i n J u n e
2 0 1 2 .
M i d C o u n t y P a r k w a y P r o j e c t ~ R i g h t o f w a y a c q U I S i t i o n s h a v e b e e n c u r t a i l e d a s
p r o p e r t y d e v e l o p m e n t h a s s u b s i d e d , a n d t h e c r i t i c a l n e e d t o a c q u i r e p r o p e r t y f o r
p r o t e c t i o n h a s b e e n d e l a y e d d u e t o t h e s u b s t a n t i a l r e s c o p i n g o f t h e p r o j e c t .
R a 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 / R i g h t o f W a y / l a n d
P e r r i s V a l l e y L i n e P r o j e c t - � A d v a 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 i s a p p r o x i m a t e l y
9 0 p e r c e n t c o m p l e t e a n d r i g h t o f w a y a c q u i s i t i o n h a s s t a r t e d . F e d e r a l
e n v i r o n m e n t a l c l e a r a n c e w a s o b t a i n e d i n t h e f o u r t h q u a r t e r o f
F Y 2 0 1 1 / 1 2 , w h i c h w i l l r e l e a s e a c t i v i t y f o r f i n a l r i g h t o f w a y p r o c u r e m e n t a n d s t a r t
o f t h e f i n a l d e s i g n p h a s e .
A t t a c h m e n t : Q u a r t e r l y B u d g e t V s . A c t u a l - 3 ' c t Q u a r t e r
A g e n d a I t e m 7 A
5
. RIVERSIDE COUNTY TRANPORTATION COMMISSION
QUARTERLY BUDGET VS ACTUAL
3RDQUARTER • FOR NINE MONTHS ENDED 3/31/2012
FY 2011/12 3rd QUARTER REMAINING PERCENT
BUDGET ACTUAL BALANCE UTILIZATION
Revenues
Sales tax $ 194,537,000 $ 118,506,939 $ (76,030,061) 61%
Federal reimbursements 23,650,700 ·6,655,333 (16,995,367) 28%
State reimbursements 23,935,100 10,645,623 (13,289,477) 44%
Local reimbursements 1,081,800 956,882 (124,918) 88%
Transportation Uniform Mitigation Fee 6,784,300 3,673,741 (3,110,559) 54%
Other revenues 592,400 874,978 282,578 148%
Interest 1,824,000 4,145,852 2,321,852 227%
Total revenues 252,405,300 145,459,348 (106,945,952) 58%
Expenditures
Salaries and benefits 6,576,900 4,895,830 1,681,070 74%
Professional and support
Professional services 17,149,100 7,514,078 9,635,022 44%
Support costs 5,068 900 2,672 013 2,396 887 53%
Total Professional and support costs 22,218,000 10,186,091 12,031,909 46%
Projects and operations
Program operations -general 16,827,000 6,449,306 10,377,694 38%
Engineering 41,568,800 13,242,903 28,325,897 32%
Construction 41,777,600 16,429,710 25,347,890 39%
Design Build 14,438,000 7,755,479 6,682,521 54%
Right of way/land 76,127,000 33,773,057 42,353,943 44%
Operating and capital disbursements 109,547,300 50,152,934 59,394,366 46%
Special studies 770,000 80,537 689,463 10%
Local streets and roads 36,025,000 22,169,286 13,855,714 62%
Regional arterials 16 262 000 4 947 613 11,314 387 30% • Total projects and operations 353,342,700 155,000,825 198,341,875 44%
Debt service
Principal 46,500,000 40,000,000 6,500,000 86%
Interest 16,495,000 8,736,463 7,758,537 53%
Total debt service 62,995,000 48,736,463 14,258,537 77%
Capital outlay 516,200 128,368 387,832 25%
Total Expenditures 445 648 800 218 947 577 226 701 223 49%
Excess revenues over (under) expenditures (193,243,500) (73,488,229) 255,027,120 38%
Other financing sources/( uses)
Operating transfer in 169,739,100 75,930,416 (93,808,684) 45%
Operating transfer out (169,739,100) (75,930,416) 93,808,61}4 45%
Debt proceeds 38 000 000 40 000 000 2 000 000 105%
Total financing sources/(uses) 38,000,000 40,000,000 (2,000,000) 105%
Net change in fund balances (155,243,500) (33,488,229) 253,027,120 22%
Fund balance July 1, 2011 530,978,300 589,364,644 58,386,344 111%
Fund balance March 31,2012 $ 375,734,800 $ 555,876,415 $ 311,413,464 148%
•
6
" R e v e n u e s S a l e s t a x F e d e r a l r e i m b u r s e m e n t s S t a l e r e i m b u r s e m e n t s L o c a l r e i m b u r s e m e n t s T r a n s p o r t a t i o n U n i f o r m M r t i g a t i o n F e e O t h e r r e v e n u e s I n t e r e s t T o t a l r e v e n u e s E x p e n d i t u r e s S a l a r i e s a n d b e n e f i t s P r o f e s s i o n a l a n d s u p p o r t 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 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 c o s t s P r o j e c t s a n d o p e r a t i o n s P r o g r a m o p e r a t i o n s � g e n e r a l E n g i n e e r i n g C o n s t r u c t i o n D e s i g n B u i l d R i g h t o f w a y / l a n d O p e r a t i n g a n d c a p i t a l d i s b u r s e m e n t s S p e c i a l s t u d i e s L o c a l s t r e e t s a n d r o a d s R e g i o n a l a r t e r i a l s 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 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 C o s t o f i s s u a n c e P a y m e n t t o e s c r o w a g e n t T o t a l d e b t s e r v i c e C a p i t a l o u t l a y T o t a l E x p e n d i t u r e s E x c e s s 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 O t h e r f i n a n c i n g s o u r c e $ / ( u s e s ) O p e r a t i n g t r a n s f e r i n O p e r a t i n g t r a n s f e r o u t D e b t p r o c e e d s B o n d d i s c o u n t T o t a l f i n a n c i n g s o u r c e s / ( u s e s ) N e t c h a n g e m f u n d b a l a n c e s F u n d b a l a n c e J u l y 1 , 2 0 1 1 F u n d b a l a n c e M a r c h 3 1 , 2 0 1 2 G E N E R A L F U N D 1 , 8 9 0 . 0 0 0 5 , 3 8 5 1 0 2 , 2 6 4 8 4 , 0 7 0 1 2 , 0 2 6 2 9 5 7 5 2 , 1 2 3 . 3 2 0 3 , 1 0 1 , 8 6 6 7 9 4 , 3 9 2 2 , 0 5 1 . 6 4 1 2 , 8 4 6 , 0 3 3 8 8 4 . 3 6 4 5 . 5 5 7 , 8 9 3 3 3 . 2 2 7 6 , 4 7 5 , 4 8 4 3 3 , 9 6 3 F S P f S A F E 1 , 9 6 5 , 4 8 0 2 1 1 , 9 4 3 5 8 3 1 4 , 1 3 6 ' 2 . 1 9 2 , 1 4 2 9 9 , 4 2 9 5 6 4 , 7 3 7 2 6 0 , 0 7 1 8 2 4 , 8 0 8 1 . 5 2 0 , 9 8 8 1 , 5 2 0 , 9 8 8 " 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 Q U A R T E R L Y B U O G E T V S A C T U A L $ B Y F U N D 3 R O Q U A R T E R F O R N I N E M O N T H S E N D E D 3 1 3 1 / 2 0 1 2 M E A S U R E A S A ~ E S T A X W E S T E R N C O U N T Y P A L O V E R D E V A L L E Y 5 5 , 4 5 7 , 2 7 3 $ 4 9 8 , 6 0 5 6 , 5 3 0 , 1 8 8 8 , 5 7 7 , 8 7 9 6 6 0 , 8 6 9 8 6 0 , 0 2 4 5 7 8 6 6 4 7 2 , 6 6 4 , 8 9 7 4 9 8 , 6 0 5 1 , 6 0 6 , 6 9 9 5 . 9 1 0 . 2 9 8 3 6 0 , 0 6 9 6 , 2 7 0 , 3 6 7 3 , 8 9 8 , 8 0 3 1 0 . 3 7 9 , 6 2 2 1 6 . 1 9 3 , 8 3 3 7 , 7 5 5 , 4 7 9 3 0 , 5 0 4 , 6 1 7 3 , 0 7 0 , 8 8 2 4 7 , 3 1 0 1 5 , 6 7 6 , 6 7 9 4 9 8 , 6 0 5 B ' 7 : ' 5 2 7 , 2 2 s 4 9 8 , 6 0 5 9 4 , 4 0 5 C O A C H E L L A V A L L E Y ~ O C A ~ T R A N S P O R T A T I O N F U N D 1 7 , 1 2 5 , 7 2 1 $ 3 6 . 7 8 8 , 3 0 0 2 5 , 9 7 0 1 7 , 1 5 1 . 6 9 1 7 7 9 1 , 9 7 3 1 , 9 7 3 3 , 1 9 2 . 6 6 1 5 , 9 9 4 , 0 0 2 4 , 9 4 7 , 6 1 3 1 4 , . 1 3 4 , 2 7 6 1 6 5 , 8 0 2 3 6 , 9 5 4 , 1 0 2 3 7 , 0 2 6 , 4 6 3 3 7 , 0 2 6 , 4 6 3 S T A T E T R A N S I T A S S I S T A N C E 6 , 7 4 7 , 0 4 0 9 4 , 9 8 9 6 . 8 4 2 , 0 2 9 1 , 3 0 5 , 0 3 5 1 , 3 0 5 , 0 3 5 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 ) 1 1 9 , 7 6 0 3 , 6 7 3 , 7 4 1 1 7 8 , 2 7 3 3 , 9 7 1 , 7 7 4 8 7 , 0 5 7 2 4 2 , 6 7 8 2 3 2 2 4 2 , 9 1 0 1 4 5 . 1 5 1 2 , 7 4 4 . 1 7 6 2 3 5 , 8 7 7 8 4 6 , 2 4 0 3 . ~ ' 7 1 ' : 4 4 4 C O M M E R C I A L P A P E R 1 , 4 2 4 , 8 5 9 1 , 4 2 4 , 8 5 9 4 0 , 0 0 0 , 0 0 0 3 , 8 0 3 4 o : O o 3 T o 3 S A L E S T A X B O N D S 2 , 3 4 5 4 8 , 8 7 8 5 1 . 2 2 3 1 1 9 , 1 0 5 2 , 4 2 2 . 2 0 0 2 , 5 4 1 , 3 0 5 D E B T S E R V I C E 1 , 5 8 4 , 7 0 6 1 , 5 8 4 , 7 0 6 8 , 7 3 2 . 6 6 0 8 , 7 3 2 , 6 6 0 " C O M B I N E D T O T A L 1 1 8 , 5 0 6 . 9 3 9 6 . 6 5 5 . 3 3 3 1 0 , 6 4 5 , 6 2 3 9 5 6 , 8 8 2 3 , 6 7 3 , 7 4 1 8 7 4 , 9 7 8 4 , 1 4 5 , 8 5 2 1 4 5 , 4 5 9 , 3 4 8 4 , 8 9 5 , 8 3 0 7 , 5 1 4 , 0 7 8 2 , 6 7 2 , 0 1 3 1 0 , 1 8 6 , 0 9 1 6 , 4 4 9 . 3 0 6 1 3 , 2 4 2 , 9 0 3 1 6 . 4 2 9 , 7 1 0 7 . 7 5 5 , 4 7 9 3 3 , 7 7 3 . 0 5 7 5 0 , 1 5 2 . 9 3 4 8 0 , 5 3 7 2 2 . 1 6 9 , 2 8 6 4 , 9 4 7 , 6 1 3 1 5 5 , 0 0 0 , 8 2 5 4 0 , 0 0 0 , 0 0 0 8 , 7 3 6 , 4 6 3 4 8 , 7 3 6 , 4 6 3 1 2 8 , 3 6 8 1 2 , 4 5 7 , 3 4 6 2 , 4 4 5 , 2 2 5 - ~ ~ 4 9 8 , 6 9 6 4 9 8 , 6 0 5 1 4 , 1 3 7 , 0 2 8 3 7 , 0 2 6 , 4 6 3 t , M ~ _ � - ' - o _ 3 5 4 , ~ Q 1 A J 1 _ - - - - - - . ! Q . . _ 0 0 3 , B 0 3 _ _ _ _ _ _ 2 . 5 4 1 , 3 0 5 8 7 3 2 , ~ 6 0 _ _ 2 _ 1 8 . 9 4 7 , 5 7 7 ( 1 0 , 3 3 4 , 0 2 6 ) ( 2 5 3 , 0 8 3 ) 1 1 . 5 0 7 , 1 6 9 8 0 0 , 0 0 0 ( 1 , 1 1 4 , 3 0 0 ) ( 2 2 , 8 3 3 , 7 9 9 ) 3 3 . 7 9 8 , 1 7 2 ( 1 5 , 9 3 7 , 2 2 9 ) 3 , 0 1 4 , 6 6 3 5 4 ( 5 4 ) ( 7 2 , 3 6 1 ) ( 1 1 , 0 3 2 , 8 6 9 ) 5 , 5 3 6 , 9 9 4 ( 3 2 9 , 6 3 7 ) 8 1 8 , 5 9 0 ( 3 8 , 5 7 8 , 9 4 4 ) 3 , 8 0 3 ( 3 0 ) 4 0 , 0 0 0 , 0 0 0 ( 2 , 4 9 0 , 0 8 2 ) 1 4 , 3 8 1 , 7 4 6 ( 3 3 , 4 6 4 , 1 8 7 ) ( 7 , 1 4 7 , 9 5 4 ) 1 4 , 6 2 0 , 8 8 2 ( 1 4 , 3 8 1 , 7 4 7 ) 1 1 , 5 0 7 , 1 6 9 ( 3 1 4 , 3 0 0 ) 1 7 - : - a 6 0 , 9 4 3 ( 1 1 , 0 3 2 : 8 6 9 ) & J . M ~ O _ _ _ _ _ � Q . J . J 0 3 , 7 7 3 _ _ ( 1 9 , 0 8 2 , 4 4 1 ) _ _ _ _ _ _ _ _ f 1 _ ! t _ 1 3 5 1 ' 1 7 3 , 1 4 3 ( 5 6 7 , 3 8 3 ) ( 4 , 9 7 2 , 8 5 6 ) 3 , 0 1 4 , 6 6 3 ( 1 1 ' 1 0 5 , 2 3 0 ) 5 , 5 3 6 , 9 9 4 4 8 8 , 9 5 3 1 , 4 2 4 , 8 2 9 ( 2 1 , 5 7 2 , 5 2 3 ) ( 6 , 9 0 8 , 8 1 9 ) 1 3 5 2 4 , 3 5 4 7 , 0 4 6 , 9 3 8 2 5 8 , 5 9 9 . 5 2 1 5 5 6 1 0 , 1 6 2 , 0 0 8 8 2 , 2 1 0 , 2 1 9 3 2 1 7 8 , 6 2 9 7 3 , 2 9 4 , 7 3 7 3 3 , 2 2 7 , 0 3 2 2 5 , 2 2 6 , 5 8 1 5 3 , 8 9 4 0 6 9 1 4 , 6 9 7 , 4 9 7 $ 6 , 4 7 9 , 5 5 5 $ 2 5 3 , 6 2 6 , 6 6 5 $ 5 5 6 $ 1 3 , 1 7 6 , 6 7 1 $ 7 1 , 1 0 4 , 9 8 9 _ _ $ ~ 3 7 , 7 1 5 , 6 2 3 $ 7 3 , 7 8 3 , 6 9 0 $ 3 4 , 6 5 1 . 8 6 1 $ 3 , 6 5 4 , 0 5 8 $ 4 6 , 9 8 5 , 2 5 0 7 ( 7 3 , 4 8 8 , 2 2 9 ) 7 5 , 9 3 0 , 4 1 6 ( 7 5 , 9 3 0 , 4 1 6 ) 4 0 , 0 0 0 , 0 0 0 4 0 . 0 0 0 , 0 0 0 ( 3 3 , 4 8 8 , 2 2 9 ) 5 8 9 , 3 6 4 , 6 4 4 ~
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A G E N D A I T E M 8
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R I V E R S I D E C O U N T Y T R A N S P O R T A T I O N C O M M I S S I O N
J u n e 2 5 , 2 0 1 1
B u d g e t a n d I m p l e m e n t a t i o n C o m m i t t e e
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
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
S U B J E C T : R e v i s e d P r o c u r e m e n t P o l i c y 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 t t e e t o :
1 ) A p p r o v e t h e r e v i s e d R i v e r s i d e C o u n t y T r a n s p o r t a t i o n C o m m i s s i o n
P r o c u r e m e n t P o l i c y M a n u a l f o r t h e p r o c u r e m e n t a n d c o n t r a c t i n g a c t i v i t i e s
u n d e r t a k e n b y t h e C o m m i s s i o n , s u b j e c t t o f i n a l r e v i e w b y l e g a l c o u n s e l a s t o
c o n f o r m a n c e t o s t a t e a n d f e d e r a l l a w ;
2 ) A d o p t R e s o l u t i o n N o . 1 2 - 0 1 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 P r o c u r e m e n t P o l i c y
M a n u a l " ; a n d
3 ) F o r w a r d t o t h e C o m m i s s i o n f o r f i n a l a c t i o n .
B A C K G R O U N D I N F O R M A T / O N :
A s a r e s u l t o f 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 ' s ( F T A ) F Y 2 0 0 6 T r i e n n i a l R e v i � e w
i n A u g u s t 2 0 0 6 , F T A s t a f f i d e n t i f i e d t h e C o m m i s s i o n n e e d e d t o d e v e l o p m o r e
f o r m a l w r i t t e n 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 t h a t c o n f o r m t o a p p l i c a b l e
s t a t e a n d f e d e r a l l a w s . A t t h e C o m m i s s i o n ' s A p r i l 2 0 0 7 E x e c u t i v e C o m m i t t e e
m e e t i n g , a P r o c u r e m e n t P o l i c y M a n u a l w a s a d o p t e d .
O v e r t h e p a s t f o u r y e a r s s i n c e t h e m a n u a l w a s a d o p t e d , t h e F i n a n c e D e p a r t m e n t
h a s e s t a b l i s h e d a P r o c u r e m e n t D i v i s i o n , w h i c h i n c l u d e s a P r o c u r e m e n t M a n a g e r
a n d a P r o c u r e m e n t A d m i n i s t r a t o r . I n a d d i t i o n t o c e n t r a l i z i n g t h e p r o c u r e m e n t
f u n c t i o n , a g o a l w a s t o u p d a t e t h e P r o c u r e m e n t P o l i c y M a n u a l s o t h a t i t s e r v e s a s
a c o m p r e h e n s i v e g u i d e t h a t i n c l u d e s r e l e v a n t l o c a l , s t a t e , a n d f e d e r a l p r o c u r e m e n t
g u i d e l i n e s a n d r e g u l a t i o n s . T h e C o m m i s s i o n ' s l e g a l c o u n s e l a n d m a n a g e m e n t s t a f f
h a s r e v i e w e d p r e l i m i n a r y d r a f t s o f t h e m a n u a l , a n d a p e e r r e v i e w b y 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 ' s p r o c u r e m e n t d e p a r t m e n t w a s p e r f o r m e d .
A g e n d a i t e m 8
8
Procurement Policies Manual Highlights
The revised Procurement Policy Manual outlines a comprehensive procurement
program that incorporates the key elements needed to comply with FT A, Federal
Highway Administration, Caltrans, and other state and federal regulations. It also
incorporates Commission policies, including the single signature policy. It has been
reorganized to be user friendly for staff and to meet the needs of the Commission. ·
The Procurement Policy Manual includes a variety of procurement related issues
including:
1) Procurement Processes and General Guidelines;
2) Sealed Bids;
3) Design-Build Contracts;
4) Competitively Negotiated Procurements;
5) Simplified Purchase Procedures;
6) Non-Competitive and Emergency Procurements;
7) References to Applicable Laws and Regulations;
8) Disposal of Surplus Property; and
9) Procurements Using Federal Funds.
•
The revised Procurement Policy Manual provides the Commission with· a
comprehensive, formal set of policies and procedures that will assist all aspects of
the organization with guidance regarding best procurement practices. With the •
increasing number of projects using federal funding sources, the Procurement
Policy Manual provides a framework to ensure compliance with federal regulations.
Attachments:
1) Procurement Policy Manual
2) Resolution No. 12-018
• Agenda item 8
9
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R i v e r s i d e C o u n t y T r a n s p o r t a t i o n C o m m i s s i o n
P r o c u r e m e n t P o l i c y M a n u a l
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C H A P T E R 1 - P R O C U R E M E N T P R O C E S S
1 . 0 P U R P O S E A N D S C O P E
A . 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 ( h e r e i n a f t e r " R C T C " o r
" C o m m i s s i o n " ) p r o c u r e s g o o d s a n d s e r v i c e s u s i n g p u b l i c f u n d s . I t h a s a
r e s p o n s i b i l i t y t o u p h o l d t h e p u b l i c t r u s t a n d m a x i m i z e t h e v a l u e o f p u b l i c f u n d s
b y u s i n g t h e m a s e f f i c i e n t l y a n d c o s t - e f f e c t i v e l y a s p o s s i b l e .
B . T h i s P r o c u r e m e n t P o l i c y M a n u a l ( M a n u a l ) s e t s f o r t h a g e n e r a l p r o c u r e m e n t
p o l i c y a n d s e t o f s t a n d a r d s t h a t w i l l g o v e r n t h e c o n d u c t o f C o m m i s s i o n
p r o c u r e m e n t a c t i v i t i e s a n d o f C o m m i s s i o n p e r s o n n e l e n g a g e d i n t h o s e a c t i v i t i e s .
T h e p o l i c i e s c o n t a i n e d h e r e i n a r e a d v i s o r y , n o t m a n d a t o r y , a n d a n y d e v i a t i o n
t h e r e f r o m s h a l l n o t r e n d e r a n y c o n t r a c t o f t h e C o m m i s s i o n v o i d o r v o i d a b l e . T h i s
m a n u a l i s f o r C o m m i s s i o n i n t e r n a l p u r p o s e s o n l y a n d s h a l l n o t c r e a t e a n y r i g h t s i n
a n y t h i r d p a r t i e s .
C . T h i s M a n u a l i s i n t e n d e d t o s u p e r s e d e , i n i t s e n t i r e t y , t h e C o m m i s s i o n ' s
P r o c u r e m e n t P o l i c i e s M a n u a l w h i c h w a s a d o p t e d o n A p r i l 1 1 , 2 0 0 7 , a n d
R e s o l u t i o n N o . 9 8 - 0 1 3 , a d o p t e d D e c e m b e r 9 , 1 9 9 8 , e n t i t l e d 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 u t h o r i z i n g t h e E x e c u t i v e D i r e c t o r
t o S i g n C e r t a i n C o m m i s s i o n C o n t r a c t s .
2 . 0 P R O C U R E M E N T P O L I C Y S T A T E M E N T
A . T h e C o m m i s s i o n p r o c u r e m e n t p o l i c i e s e s t a b l i s h t h e g u i d e l i n e s a n d p o l i c i e s f o r
p r o c u r i n g t h e g o o d s a n d s e r v i c e s n e c e s s a r y f o r t h e C o m m i s s i o n t o c a r r y o u t i t s
r e s p o n s i b i l i t i e s a n d d u t i e s . T h e p o l i c i e s a r e i n t e n d e d 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 p r o c u r e m e n t p r o c e s s , w h i l e e n s u r i n g t h a t p u r c h a s e s a r e m a d e
i n a c o s t e f f e c t i v e , t i m e l y m a n n e r ; w i t h f a i r a n d o p e n c o m p e t i t i o n ; a n d i n
a c c o r d a n c e w i t h a l l a p p l i c a b l e J a w s a n d r e g u l a t i o n s .
B . T h e o b j e c t i v e s o f t h e C o m m i s s i o n ' s P r o c u r e m e n t P o l i c y M a n u a l a r e ' t o :
1 . M a x i m i z e t h e v a l u e r e c e i v e d f o r t h e C o m m i s s i o n ' s e x p e n d i t u r e o f p u b l i c
f u n d s .
2 . P r o t e c t a s s e t s a n d / o r s e r v i c e s p u r c h a s e d w i t h p u b l i c f u n d s a n d e n s u r e t h e i r
a p p l i c a t i o n i n t h e C o m m i s s i o n ' s i n t e r e s t s .
3 . P r o v i d e a l l v e n d o r s a n e q u a l o p p o r t u n i t y t o p r o v i d e n e e d e d g o o d s a n d / o r
s e r v i c e s .
4 . P r o t e c t t h e i n t e g r i t y a n d r e p u t a t i o n o f t h e C o m m i s s i o n , i t s o f f i c e r s , a n d i t s
e m p l o y e e s .
3 . 0 P R O C U R E M E N T S T A N D A R D S
A . G E N E R A L
1 . C o n t r a c t A d m i n i s t r a t i o n S y s t e m . 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
c o n t r a c t a d m i n i s t r a t i o n s y s t e m t h a t h e l p s e n s u r e t h a t c o n t r a c t o r s p e r f o r m
1 3
in accordance with the terms, conditions, and specifications of their
respective contracts.
2. A void Duplicative Purchases. Commission staff should regularly review
proposed and planned procurements to avoid purchase of unnecessary or
duplicative items.
3. Lease vs. Purchase Analysis. Where appropriate, an analysis should be
made of lease versus purchase alternatives and any other appropriate
analysis to determine the most economical procurement approach.
4. Value Engineering. When appropriate and in the Commission's best
interests, the Commission will encourage the use of value engineering by
including applicable clauses in contracts for appropriate equipment
purchases and construction projects.
5. Award to Responsive and Responsible Contractors. The Commission will
make awards only to responsive and responsible contractors, as
determined by the Commission, possessing the ability to perform
successfully under the terms and conditions of a proposed contract.
Consideration will be given to such matters as contractor integrity,
compliance with public policy as implemented by applicable Jaws and
regulations, record of past performance, and financial and technical
resources.
6. Commission Rejection ofBids, Quotes, and/or Proposals. The
Commission, to the extent permitted by applicable laws, may reject any
and all bids, quotes and/or proposals and re-advertise at its sole discretion.
The Commission should ensure that such rights are clearly stated in all
Commission bid documents.
7. Procurement Records. Records sufficient to document the significant
history of each procurement activity should be maintained and retained by
the Commission in accordance with the Commission's records retention
policy.
8. Written Selection Procedures. The Commission will have written
selection procedures for formal procurements that help ensure fair,
unbiased evaluation of competing proposals.
9. Conflicts oflnterest. All Commission Members, employees and other
agents must conduct the procurement process so as to avoid conflicts of
interest, real or apparent. To maintain full and open competition, no
Commission member, employee or other agent is permitted to give
preferential treatment to any contractor, nor to influence or participate in
any Commission transaction in which such person has a financial interest.
All procurements must be conducted in accordance with the
Commission's Resolution No. 10-038, "Resolution of the Riverside
County Transportation Commission Amending the Appendix of the
Conflict oflnterest Code Pursuant to the Political Reform Act of 1974 (as
amended)," as may be amended.
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1 0 . L o b b y i n g a n d G i f t s . C o m m i s s i o n o f f i c e r s , e m p l o y e e s , a g e n t s a n d
C o m m i s s i o n m e m b e r s m u s t c o m p l y w i t h a p p l i c a b l e s t a t e a n d f e d e r a l l a w
r e g a r d i n g a c c e p t a n c e o f g i f t s , g r a t u i t i e s , o r f a v o r s f r o m c o n t r a c t o r s ,
p o t e n t i a l c o n t r a c t o r s , o r p a r t i e s t o s u b c o n t r a c t o r a g r e e m e n t s .
1 1 . A u d i t P r o v i s i o n s . E v e r y C o m m i s s i o n c o n t r a c t w h e r e i n c o n t r a c t o r o r o t h e r
e n t i t y i s r e c e i v i n g C o m m i s s i o n f u n d s i n e x c e s s o f $ 1 0 , 0 0 0 s h o u l d i n c l u d e
a p r o v i s i o n a l l o w i n g e x a m i n a t i o n a n d a u d i t o f r e c o r d s r e l a t e d t o t h e
c o n t r a c t b y t h e C o m m i s s i o n ' s a u d i t o r f o r a p e r i o d o f t h r e e y e a r s a f t e r f i n a l
p a y m e n t u n d e r t h e t e r m s o f t h e c o n t r a c t .
1 2 . T e r m i n a t i o n C l a u s e . A l l c o n t r a c t s i n e x c e s s o f $ 2 5 , 0 0 0 , a n d p u b l i c w o r k s
c o n t r a c t s i n e x c e s s o f $ 2 , 0 0 0 , s h o u l d p r o v i d e f o r t h e t e r m i n a t i o n o f t h e
c o n t r a c t f o r t h e C o m m i s s i o n ' s c o n v e n i e n c e , a n d a l l c o n t r a c t s s h o u l d
p r o v i d e f o r t h e t e r m i n a t i o n o f t h e c o n t r a c t f o r d e f a u l t i n c a s e s o f
c o n t r a c t o r b r e a c h o r n o n - p e r f o r m a n c e . �
1 3 . I s s u e s n o t I n c l u d e d i n t h e P r o c u r e m e n t P o l i c y M a n u a l . I f a p o l i c y ,
p r o c e d u r e o r p a r t i c u l a r s t r a t e g y o r p r a c t i c e i s i n t h e b e s t i n t e r e s t o f t h e
C o m m i s s i o n a n d i s n o t s p e c i f i c a l l y a d d r e s s e d , n o r p r o h i b i t e d b y s t a t u t e o r
c a s e l a w , u s e r s o f t h i s M a n u a l s h o u l d n o t a s s u m e i t i s p r o h i b i t e d . R a t h e r ,
t h e a b s e n c e o f d i r e c t i o n s h o u l d b e i n t e r p r e t e d a s p e r m i t t i n g t h e E x e c u t i v e
D i r e c t o r t o i n n o v a t e a n d u s e s o u n d b u s i n e s s j u d g m e n t t h a t i s o t h e r w i s e
c o n s i s t e n t w i t h l a w a n d w i t h i n t h e l i m i t s o f h i s o r h e r a u t h o r i t y .
T Y P E S O F C O N T R A C T S
A . G e n e r a l P r o v i s i o n s
1 . T h e P r o c u r e m e n t O f f i c e r s h o u l d u s e t h e t y p e s o f c o n t r a c t s d e s c r i b e d i n
t h i s C h a p t e r f o r m o s t t y p e s o f p r o c u r e m e n t , e x c e p t a s o t h e r w i s e p r o v i d e d
f o r c e r t a i n s m a l l p u r c h a s e s d e s c r i b e d h e r e u n d e r i n C h a p t e r 6 . I n n o v a t i v e
c o n t r a c t i n g a r r a n g e m e n t s a r e n o t p r o h i b i t e d , b u t r e q u i r e t h e a d v a n c e
a p p r o v a l o f t h e E x e c u t i v e D i r e c t o r o r t h e C o m m i s s i o n , a s s p e c i f i e d h e r e i n .
2 . T h e c o s t - p l u s - p e r c e n t a g e - o f - c o s t m e t h o d o f c o n t r a c t i n g s h a l l n o t b e u s e d
f o r s t a t e o r f e d e r a l l y f u n d e d c o n t r a c t s .
3 . T h e P r o c u r e m e n t O f f i c e r , i n c o n s u l t a t i o n w i t h t h e P r o j e c t M a n a g e r ,
s h o u l d s e l e c t t h e t y p e o f c o n t r a c t t h a t i s m o s t a p p r o p r i a t e t o t h e
c i r c u m s t a n c e s o f e a c h p r o c u r e m e n t , i n a c c o r d a n c e w i t h t h e p r o v i s i o n s o f
t h i s C h a p t e r .
4 . I n p r o c u r e m e n t s b y o t h e r t h a n c o m p e t i t i v e s e a l e d b i d d i n g , t h e
P r o c u r e m e n t O f f i c e r m a y n e g o t i a t e a c o n t r a c t t y p e a n d p r i c e ( o r e s t i m a t e d
c o s t a n d f e e ) t h a t w i l l r e s u l t i n r e a s o n a b l e c o n t r a c t o r r i s k a n d p r o v i d e t h e
c o n t r a c t o r w i t h t h e g r e a t e s t i n c e n t i v e f o r e f f i c i e n t a n d e c o n o m i c a l
p e r f o r m a n c e .
B . S e l e c t i n g C o n t r a c t T y p e s
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1. When procurement is by competitive sealed bidding, the Procurement
Officer must use a firm fixed-price contract. The type of contract to be
used should be determined prior to the solicitation, and the solicitation
should inform bidders of the type of contract that will be used.
2. Except when procurement is by competitive sealed bidding as required by
law, the Procurement Officer should select the most effective contract type
and should consider contract type together with the issues of price, risk,
uncertainty, and responsibility for costs. The type of contract used should
reflect the cost risk and responsibility assumed by the contractor or
supplier.
3. The Procurement Officer should avoid the continued use of a cost
reimbursement or time-and-materials contract after experience provides a
basis for firmer pricing.
4. The Procurement Officer should include documentation in each contract
file to show why the particular contract type was selected, except for
purchase orders under the small purchase threshold.
C. Fixed-Price Contracts
1. Fixed-price contracts may provide for a firm price or, in appropriate cases,
an adjustable price.
2. Fixed-price contracts providing for an adjustable price may include a
ceiling price, a target price (including target cost), or both. Unless
otherwise specified in the contract, the ceiling price or target price '-':ill be
subject to adjustment only by operation of contract clauses providing for
equitable adjustment or other revision of the contract price under stated
circumstances.
3. A firm-fixed-price contract should provide for a price that is not subject to
any adjustment on the basis of the contractor's cost experience in
performing the contract.
4. A firm-fixed-price contract should be used for acquiring commercial
products or commercial-type products, or for acquiring other supplies or
services, on the basis of reasonably definite functional or detailed
specifications if the Procurement Officer can establish fair and reasonable
prices at the outset, including the following circumstances:
a. When there is adequate price competition;
b. When there are reasonable price comparisons with prior purchases of
the same or similar supplies or services made on a competitive basis;
c. When available cost or pricing information permits realistic estimates
of the probable costs of performance;
d. When performance uncertainties can be identified and reasonable
estimates of their cost impact can be made, and the contractor is
willing to accept a firm-fixed-price contract; or
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e . W h e n r e q u i r e d b y l a w u n l e s s a s o l e s o u r c e e x c e p t i o n a p p l i e s .
C o s t R e i m b u r s e m e n t C o n t r a c t s
I . C o s t r e i m b u r s e m e n t c o n t r a c t s p r o v i d e f o r p a y m e n t o f t h e c o n t r a c t o r ' s
r e a s o n a b l e , a l l o c a b l e a n d a l l o w a b l e i n c u r r e d c o s t s p l u s a n e g o t i a t e d f i x e d
f e e , t o t h e e x t e n t p r e s c r i b e d i n t h e u n d e r l y i n g c o n t r a c t a n d F e d e r a l
A c q u i s i t i o n R e g u l a t i o n P a r t 3 1 .
2 . A c o s t r e i m b u r s e m e n t c o n t r a c t e s t a b l i s h e s a n e s t i m a t e o f t o t a l c o s t f o r t h e
p u r p o s e o f o b l i g a t i n g f u n d s a n d e s t a b l i s h i n g a c e i l i n g o n e x p e n d i t u r e s t h a t
t h e c o n t r a c t o r m a y n o t e x c e e d w i t h o u t t h e a p p r o v a l o f t h e C o m m i s s i o n .
3 . C o s t r e i m b u r s e m e n t c o n t r a c t s a r e s u i t a b l e f o r u s e w h e n t h e u n c e r t a i n t i e s
o f p e r f o r m a n c e d o n o t p e r m i t c o s t s t o b e e s t i m a t e d w i t h s u f f i c i e n t
a c c u r a c y t o u s e a f i x e d - p r i c e c o n t r a c t .
4 . T h e C o m m i s s i o n m u s t d e t e r m i n e t h e a d e q u a c y o f t h e c o n t r a c t o r ' s
a c c o u n t i n g s y s t e m f o r c o s t - t y p e c o n t r a c t s b e f o r e a w a r d i n g s u c h a c o n t r a c t .
E . T i m e - A n d - M a t e r i a l s C o n t r a c t s
1 . A t i m e - a n d - m a t e r i a l s c o n t r a c t s h o u l d b e u s e d o n l y a f t e r t h e P r o c u r e m e n t
O f f i c e r d e t e r m i n e s , i n w r i t i n g , t h a t n o o t h e r t y p e o f c o n t r a c t i s s u i t a b l e .
2 . A t i m e - a n d - m a t e r i a l s c o n t r a c t s h o u l d b e u s e d o n l y w h e n i t i s n o t p o s s i b l e
a t t h e t i m e o f e x e c u t i n g t h e c o n t r a c t t o e s t i m a t e a c c u r a t e l y t h e e x t e n t o r
d u r a t i o n o f t h e w o r k o r t o a n t i c i p a t e c o s t s w i t h a n y r e a s o n a b l e d e g r e e o f
c e r t a i n t y o r c o n f i d e n c e .
3 . A t i m e - a n d - m a t e r i a l s c o n t r a c t s h o u l d i n c l u d e d i r e c t l a b o r h o u r s a t
s p e c i f i e d f i x e d h o u r l y r a t e s t h a t i n c l u d e w a g e s , o v e r h e a d , g e n e r a l a n d
a d m i n i s t r a t i v e e x p e n s e s , p r o f i t , a n d m a t e r i a l s r e q u i r e d a t c o s t .
4 . T h e u s e r d e p a r t m e n t / p r o j e c t m a n a g e r s h o u l d e n s u r e t h a t t h e r e i s a d e q u a t e
s u r v e i l l a n c e o f c o n t r a c t o r p e r f o r m a n c e w h e n a t i m e - a n d - m a t e r i a l s t y p e
c o n t r a c t i s u s e d .
F . L a b o r - H o u r C o n t r a c t s
I . W h e n m a t e r i a l s a r e n o t r e q u i r e d , t h e P r o c u r e m e n t O f f i c e r m a y u s e a l a b o r -
h o u r c o n t r a c t , a v a r i a t i o n o f t h e t i m e ~ a n d - m a t e r i a l s c o n t r a c t .
2 . T h e u s e o f a l a b o r - h o u r c o n t r a c t s h o u l d b e i n a c c o r d a n c e w i t h t h e a b o v e -
r e f e r e n c e d p r o v i s i o n s r e l a t e d t o t i m e - a n d - m a t e r i a l s c o n t r a c t s .
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G. Letter Contracts (Letter Oflntent Contracts) • 1. A letter contract is an interim type of contractual agreement that gives the
contractor a limited Notice of Award for the delivery of the required
goods/supplies or the performance of services.
2. The Procurement Officer may use a letter contract when the Commission's
interests demand that the contractor be given a binding commitment so
that work can start immediately and executing a definitive contract is riot
possible in sufficient time to meet the requirement. Each letter contract
should be as complete and definitive as possible under the circumstances
and should include clauses approved and required by the Procurement
Officer.
3. The estimated cost of the definitive contract should determine the type and
level of review and approval required for approval of a letter contract.
4. A letter contract may not be entered into without competition except as
provided for under Non-Competitive and/or Emergency Procurements
provisions of this Manual.
5. A letter contract may not be amended to satisfy a new requirement unless
the new requirement is inseparable from the existing contract. Any
amendment should be subject to the same requirements as a new Jetter
contract.
6. The total value of the letter contract should be the estimated sum • necessary·to cover the contractor's requirement for funds before execution
of the definitive contract. However, the total value of a letter contract
should not, under any circumstances, exceed fifty percent (50%) of the
overall price ceiling for the term ofthe final negotiated (i.e., definitive)
contract.
7. A letter contract should contain a negotiated schedule for execution of the
definitive contract, including dates for submission of the contractor's price
proposal, cost or pricing data (if required), a date for start of negotiations,
and a target for execution of the definitive contract.
8. The letter contract should provide that if the Procurement Officer and the
contractor cannot negotiate a definitive contract because of failure to reach
agreement regarding price or fee: 1) the Procurement Officer may
terminate the letter contract; or 2) if a "contract definitization" clause is
included in the letter contract, the Commission may unilaterally require
the contractor to continue the work and the Procurement Officer may, with
the approval of the Executive Director, determine a reasonable price or
fee.
H. Multiple Year Contracts
Multiple year contracts may be used with competitive sealed bids, competitive
proposals, or by non-competitive procurement. Multiple year contracting is a
method by which the Commission awards a contract for a base period of one or
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18.
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I .
m o r e y e a r s , w i t h o p t i o n p r o v i s i o n s f o r f u t u r e y e a r s ' r e q u i r e m e n t s . T h e o p t i o n
p r o v i s i o n i n t h e c o n t r a c t s h o u l d p r o v i d e f o r u n i l a t e r a l e x e r c i s e a t t h e d i s c r e t i o n o f
t h e u s e r d e p a r t m e n t / p r o j e c t m a n a g e r , a s a d d i t i o n a l r e q u i r e m e n t s a n d f u n d i n g
b e c o m e a v a i l a b l e . S e e b e l o w u n d e r S e c t i o n 5 . 0 o f t h i s C h a p t e r f o r f u r t h e r
i n f o r m a t i o n r e g a r d i n g O p t i o n s .
I n d e f i n i t e D e l i v e r y / I n d e f i n i t e Q u a n t i t y ( I D / I Q ) C o n t r a c t s
1 . T h e P r o c u r e m e n t O f f i c e r m a y u s e a n I D / I Q t y p e o f c o n t r a c t w h e n t h e
C o m m i s s i o n a n t i c i p a t e s a r e c u r r i n g r e q u i r e m e n t , b u t c a n n o t p r e d e t e r m i n e
t h e p r e c i s e q u a n t i t i e s o f s u p p l i e s o r s e r v i c e s a t t h e t i m e o f c o n t r a c t a w a r d .
2 . I D / J Q c o n t r a c t s s h o u l d s p e c i f y m a x i m u m o r m i n i m u m e s t i m a t e d
q u a n t i t i e s t h a t t h e C o m m i s s i o n m a y r e q u i r e d u r i n g t h e t e r m o f t h e
a g r e e m e n t . A n I D / I Q c o n t r a c t s h o u l d m a k e n o p r o m i s e o f e x c l u s i v i t y a n d
m a y i n f a c t b e o n e o f s e v e r a l ( m u l t i p l e ) c o n t r a c t s a w a r d e d f o r t h e s a m e
i t e m o r s e r v i c e .
3 . T h e r e a r e s e v e r a l t y p e s o f i D / J Q c o n t r a c t s , i n c l u d i n g :
4 .
a . D e f i n i t e - q u a n t i t y c o n t r a c t s
b . R e q u i r e m e n t s c o n t r a c t s
c . I n d e f i n i t e q u a n t i t y ( I Q ) c o n t r a c t s ( c o m m o d i t i e s )
d . T a s k o r d e r c o n t r a c t s ( s e r v i c e s )
� I f p o s s i b l e u n d e r t h e c i r c u m s t a n c e s , t h e P r o c u r e m e n t O f f i c e r s h o u l d
e n s u r e t h a t o r i g i n a l s o l i c i t a t i o n a n d r e s u l t a n t I D / J Q c o n t r a c t c o n t a i n b o t h a
m i n i m u m a n d a m a x i m u m q u a n t i t i e s , w h i c h r e p r e s e n t t h e r e a s o n a b l y
f o r e s e e a b l e n e e d s o f t h e p a r t i e s t o t h e s o l i c i t a t i o n , a n d a c l a u s e s t a t i n g t h a t
t h e e s t i m a t e i s n o t a r e p r e s e n t a t i o n t o a b i d d e r , o f f e r o r , o r c o n s u l t a n t t h a t
t h e e s t i m a t e d q u a n t i t y o r d o l l a r a m o u n t a b o v e t h e e s t i m a t e d m i n i m u m w i l l
a c t u a l l y b e r e q u i r e d o r o r d e r e d b y t h e C o m m i s s i o n .
5 . 0 O P T I O N S
A . G e n e r a l
1 . W h e n i t i s i n t h e b e s t i n t e r e s t o f t h e C o m m i s s i o n , a c o n t r a c t o p t i o n m a y b e
i n c l u d e d p r o v i d i n g t h e C o m m i s s i o n t h e u n i l a t e r a l r i g h t t o e x t e n d t h e t e r m
o f t h e c o n t r a c t a n d / o r t o p u r c h a s e a d d i t i o n a l s u p p l i e s o r s e r v i c e s c a l l e d f o r
b y t h e c o n t r a c t .
2 . A n y w r i t t e n f i n d i n g s r e q u i r e d f o r a c o n t r a c t o p t i o n s h a l l s p e c i f y b o t h t h e
b a s e r e q u i r e m e n t ( s ) a n d t h e i n c r e a s e p e r m i t t e d b y s u b s e q u e n t o p t i o n s .
C o n t r a c t p r o v i s i o n s s e t t i n g f o r t h t h e c o s t o f t h e o p t i o n m a y i n c l u d e , b u t
a r e n o t l i m i t e d t o , t h e f o l l o w i n g :
a . A s p e c i f i c d o l l a r a m o u n t ;
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b. An amount to be determined by applying provisions (or a formula) •
provided in the basic contract, but not including renegotiation of the
price for work in a fixed-price type contract;
c. In a cost-type contract, a stated fixed or maximum fee, or a fixed or
maximum fee amount determinable by applying a formula contained
in the basic contract;
d. A specific price that is subject to an economic price adjustment
provision; or
e. A specific price that is subject to change as a result of changes to the
prevailing labor rates provided by the U.S. Department of Labor
(DOL) or the California Department of Industrial Relations (DIR)
prevailing rates, whichever is applicable.
B. Solicitation of Contracts with Options
1. If a contract provides for an option, the solicitation should include
appropriate option clauses.
2. Each contract should state the period within which an option may be
exercised.
3. In order to meet the requirements of this Manual for full and open
competition, the option should be evaluated as part of the initial
competition and be exercisable at an amount specified from the terms of
the basic contract. When options have not been evaluated as part of the
award, the exercise of such options will be considered a non-competitive
procurement and must comply with the non-competitive procurement
policies in described in this Manual.
C. Exercise of Options
1. The user department/project manager, in cooperation with the
Procurement Officer, should initiate the exercise of an option only after
determining the following:
a. That sufficient budget authority is available;
b. That the requirement covered by the option fulfills an existing
Commission need; and
c. That the exercise of the option will be the most advantageous method
of fulfilling the Commission's needs, when price and other factors are
considered.
2. The Procurement Officer, after considering price and other factors, should
make the determination whether to recommend exercising the option on
the basis of one of the following:
a. A new solicitation fails to produce a better price or a more
advantageous offer than that offered by the option; provided, that if it
is anticipated that the best price available is the option price (or that
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t h e o p t i o n p r o v i d e s t h e m o r e a d v a n t a g e o u s o f f e r ) , t h e P r o c u r e m e n t
O f f i c e r s h o u l d n o t u s e t h i s m e t h o d t o t e s t t h e m a r k e t ;
b . A n i n f o r m a l a n a l y s i s o f p r i c e s o r a n e x a m i n a t i o n o f t h e m a r k e t
i n d i c a t e s t h a t t h e o p t i o n p r i c e i s b e t t e r t h a n p r i c e s a v a i l a b l e i n t h e
m a r k e t o r t h a t t h e o p t i o n i s t h e m o s t a d v a n t a g e o u s o f f e r ; o r
c . T h e s h o r t t i m e b e t w e e n t h e a w a r d o f t h e c o n t r a c t c o n t a i n i n g t h e o p t i o n
a n d t h e e x e r c i s e o f t h e o p t i o n i n d i c a t e s t h a t t h e o p t i o n p r i c e i s t h e
l o w e s t p r i c e o b t a i n a b l e o r t h e m o s t a d v a n t a g e o u s .
3 . T h e c o n t r a c t m o d i f i c a t i o n o r o t h e r w r i t t e n d o c u m e n t , w h i c h n o t i f i e s t h e
c o n t r a c t o r o f t h e e x e r c i s e o f t h e o p t i o n , s h a l l c i t e t h e o p t i o n p r o v i s i o n a s
a u t h o r i t y f o r t h e a c t i o n a n d s h o u l d b e i s s u e d w i t h i n t h e t i m e p e r i o d
s p e c i f i e d i n t h e c o n t r a c t .
6 . 0 C O O P E R A T I V E A G R E E M E N T S
A . M e m o r a n d u m o f U n d e r s t a n d i n g
B .
A 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 ) i s a c o n t r a c t d o c u m e n t d e s c r i b i n g a
b i l a t e r a l o r m u l t i l a t e r a l a g r e e m e n t o u t l i n i n g t h e t e r m s a n d d e t a i l s o f a n
a r r a n g e m e n t b e t w e e n t h e p a r t i e s t o t h e M O U , i n c l u d i n g e a c h p a r t y ' s r e q u i r e m e n t s
a n d r e s p o n s i b i l i t i e s . A n M O U i s u s e d w h e n s u b s t a n t i a l i n v o l v e m e n t i s e x p e c t e d
b e t w e e n t h e C o m m i s s i o n a n d a n o t h e r a g e n c y o r e n t i t y w h e n c a r r y i n g o u t t h e
a c t i v i t y c o n t e m p l a t e d i n t h e M O U , a n d t h e r e e x i s t s s o m e p u b l i c o r m u t u a l l y
b e n e f i c i a l p u r p o s e i n c a r r y i n g o u t t h i s a c t i v i t y .
P i g g y b a c k i n g
1 . P i g g y b a c k i n g i s t h e p o s t - a w a r d u s e o f a n a c c e p t a b l e c o n t r a c t / s o l i c i t a t i o n
p r o c e s s t h a t a l l o w s a n e n t i t y n o t c o n t e m p l a t e d i n t h e o r i g i n a l p r o c u r e m e n t
t o p u r c h a s e t h e s a m e s u p p l i e s o r e q u i p m e n t u n d e r t h e o r i g i n a l
c o n t r a c t / s o l i c i t a t i o n p r o c e s s .
2 . P i g g y b a c k i n g i s p e r m i s s i b l e w h e n :
a . T h e u n d e r l y i n g s o l i c i t a t i o n d o c u m e n t a n d t h e r e s u l t a n t c o n t r a c t
c o n t a i n a n a s s i g n a b i l i t y c l a u s e t h a t p r o v i d e s f o r t h e a s s i g n m e n t o f a l l
o r p a r t o f t h e s p e c i f i e d d e l i v e r a b l e s a s o r i g i n a l l y a d v e r t i s e d , c o m p e t e d ,
e v a l u a t e d , a n d a w a r d e d ; a n d
b . F o r f e d e r a l l y f u n d e d a g r e e m e n t s , t h e o r i g i n a l s o l i c i t a t i o n a n d r e s u l t a n t
c o n t r a c t c o n t a i n a m i n i m u m a n d a m a x i m u m q u a n t i t y , w h i c h r e p r e s e n t
t h e r e a s o n a b l y f o r e s e e a b l e n e e d s o f t h e p a r t i e s t o t h e s o l i c i t a t i o n .
C . C a l i f o r n i a M u l t i p l e A w a r d S c h e d u l e a n d S t a t e M a s t e r A g r e e m e n t s
I . A C a l i f o r n i a M u l t i p l e A w a r d S c h e d u l e ( C M A S ) a n d S t a t e M a s t e r
A g r e e m e n t s a r e a g r e e m e n t s e s t a b l i s h e d b e t w e e n 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 G e n e r a l S e r v i c e s ( D G S ) a n d m u l t i p l e v e n d o r s w h o a g r e e t o
t h e S t a t e o f C a l i f o r n i a t e r m s a n d c o n d i t i o n s , a n d m a y b e u s e d b y t h e
C o m m i s s i o n .
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2. Acquisitions based on CMAS or State Master Agreements shall be
competitively bid so as to result in offers from three or more vendors
including. one small business, if available. Ifless than three offers are
received, documentation of solicitation methods must be included with the
contract documentation.
3. Three offers are not required for CMAS and State Master Agreements
based on competition, such as Cal-Store, the Master Rental Agreement,
Western States Contracting Alliance (WSCA), etc. Information on specific
CMAS and State Master Agreements are available on DGS-PD's website
at: www.dgs.ca.gov/pd.
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C H A P T E R 2 - P R O C U R E M E N T G E N E R A L L Y
1 . 0 I M P L E M E N T A T I O N B Y E X E C U T I V E D I R E C T O R ; C O M M I S S I O N
C O N T R O L S A N D L I M I T A T I O N S
A . F i n a l a u t h o r i t y f o r p u r c h a s i n g a c t i o n s a n d d e c i s i o n s r e s t s w i t h t h e C o m m i s s i o n ,
e x c e p t a s d e l e g a t e d b y t h e C o m m i s s i o n t o t h e E x e c u t i v e D i r e c t o r .
B . T h e E x e c u t i v e D i r e c t o r m a y d e s i g n a t e 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 h i e f
F i n a n c i a l O f f i c e r o r D i r e c t o r s t o e x e c u t e c o n t r a c t s u n d e r h i s o r h e r s i g n a t u r e
a u t h o r i t y o n h i s / h e r b e h a l f .
C . T h e p o l i c i e s s e t f o r t h h e r e i n w i l l b e i m p l e m e n t e d b y t h e C h i e f F i n a n c i a l O f f i c e r .
T h e C h i e f F i n a n c i a l O f f i c e r h a s p r i m a r y r e s p o n s i b i l i t y f o r e n s u r i n g t h a t t h e
C o m m i s s i o n ' s p r o c u r e m e n t p r o c e s s i s 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 l a w s a n d
r e g u l a t i o n s , a s i n t e r p r e t e d b y t h e G e n e r a l C o u n s e l a n d C o m m i s s i o n p o l i c y .
D . T h e E x e c u t i v e D i r e c t o r i s a u t h o r i z e d t o a p p r o v e a n d e n t e r i n t o c o n t r a c 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 u n d e r h i s / h e r s i n g l e s i g n a t u r e a u t h o r i t y a s f o l l o w s : �
E .
1 . W h e n t h e e x p e n d i t u r e i s J e s s t h a n f i f t y t h o u s a n d d o l l a r s ( $ 5 0 , 0 0 0 ) f o r t h e
p u r c h a s e o f a l l s u p p l i e s , e q u i p m e n t , m a t e r i a l s a n d f o r t h e c o n s t r u c t i o n o f
a l l f a c i l i t i e s a n d w o r k s i n a c c o r d a n c e w i t h C a l i f o r n i a P U C � 1 3 0 2 3 2 ; a n d
2 . W h e n t h e e x p e n d i t u r e i s l e s s t h a n o n e h u n d r e d t h o u s a n d d o l l a r s
( $ 1 0 0 , 0 0 0 ) f o r t h e p u r c h a s e o f s e r v i c e s ; h o w e v e r , ( i ) t h e a g g r e g a t e
a m o u n t o f c o n t r a c t s e x e c u t e d u n d e r t h e s i n g l e s i g n a t u r e a u t h o r i t y s h a l l n o t
e x c e e d $ 1 , 0 0 0 , 0 0 0 i n a n y g i v e n f i s c a l y e a r ; ( i i ) t h e a g g r e g a t e v a l u e o f a l l
c o n t r a c t s a w a r d e d t o a n y o n e e n t i t y u n d e r t h e E x e c u t i v e D i r e c t o r ' s s i n g l e
s i g n a t u r e a u t h o r i t y s h a l l n o t e x c e e d $ 1 5 0 , 0 0 0 i n a n y f i s c a l y e a r ; a n d ( i i i )
t h e E x e c u t i v e D i r e c t o r m a y e x e c u t e c o n t r a c t a m e n d m e n t s f o r e x i s t i n g
c o n t r a c t s t h a t d o n o t e x c e e d $ 1 0 0 , 0 0 0 . S u c h a u t h o r i t y h o w e v e r , s u c h
a u t h o r i t y m a y n o t b e e x e r c i s e d m o r e t h a n o n c e d u r i n g t h e l i f e o f a n y
c o n t r a c t a n d m a y n o t b e u s e d t o a m e n d c o n t r a c t s o r i g i n a l l y e x e c u t e d u n d e r
t h e E x e c u t i v e D i r e c t o r ' s s i n g l e s i g n a t u r e a u t h o r i t y .
T h e p o w e r s o f 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 p a r a g r a p h ' D ' a b o v e a r e s u b j e c t
t o : ( i ) t h e e x i s t e n c e a n d p r o v i s i o n s o f a C o m m i s s i o n a p p r o v e d b u d g e t ; a n d ( i i )
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 .
F . T h e E x e c u t i v e D i r e c t o r m u s t p r o v i d e t h e C o m m i s s i o n w i t h a r e g u l a r r e p o r t o f a l l
c o n t r a c t s e n t e r e d i n t o p u r s u a n t t o t h e s i n g l e s i g n a t u r e a u t h o r i t y , a n d m u s t r e p o r t
t o t h e C o m m i s s i o n a t i t s n e x t r e g u l a r l y s c h e d u l e d m e e t i n g e a c h n e w c o n t r a c t
a w a r d e d o n a n e m e r g e n c y b a s i s o r o t h e r a g r e e m e n t s i n e x c e s s o f t h e E x e c u t i v e
D i r e c t o r ' s s i n g l e s i g n a t u r e a u t h o r i t y .
1 1
2 3
G. APPROVAL LIMITS AND SOLICITATION TYPES •• 1. Supplies, Equipment, and Materials (California PUC § 130232)
PURCHASE SOLICIT AT ION SOLICITATION PROCESS APPROVER AMOUNT TYPE
Less than $1 ,000 Micro-purchase Informal: Commercial availability, Procurement
Rotate Vendors Officer*
$1,000 to $25,000 Small Purchase Informal: Three (3) Quotes Procurement
Officer*
$25,001 to $50,000 Formal Procurement Formal: Advertisement, Clauses, Executive
Sealed Bids Director
Greater than $50,000 Formal Procurement Formal: Advertisement, Clauses, Commission
Sealed Bids
2. Public Works (California PUC § 130232)
PURCHASE SOLICITATION SOLICITATION PROCESS APPROVER AMOUNT TYPE
Less than $1 ,000 Micro-purchase Informal: Commercial availability, Procurement
Rotate Vendors, Non-Collusion Officer*
Affidavit, Insurance
$1,000 to $25,000 Small Purchase Informal: Three (3) Quotes, Procurement
Prevailing Wage, Clauses, Insurance, Officer*
License, Non-Collusion Anidavit
$25,00 I to $50,000 Formal Procurement Formal: Advertisement, Clauses, Executive • Prevailing Wage, Insurance, License, Director
Sealed Bids, Payment Bond, Non-
Collusion Affidavit
Greater than $50,000 Formal Procurement Formal: Advertisement, Clauses, Commission
Prevailing Wage, Insurance, License,
Sealed Bids, Payment Bond, Non-
Collusion Affidavit
* As delegated by the Executive Director
• 12
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3 . S e r v i c e s
P U R C H A S E S O L I C I T A T I O N S O L I C I T A T I O N P R O C E S S A P P R O V E R A M O U N T T Y P E
L e s s t h a n $ 3 , 0 0 0 M i c r o - p u r c h a s e I n f o r m a l : C o m m e r c i a l a v a i l a b i l i t y , P r o c u r e m e n t
R o t a t e V e n d o r s , I n s u r a n c e O f f i c e r
$ 3 , 0 0 0 t o $ 5 0 , 0 0 0 S m a l l P u r c h a s e I n f o r m a l : T h r e e ( 3 ) Q u o t e s , P r o c u r e m e n t
I n s u r a n c e , C l a u s e s , I n s u r a n c e O f f i c e r
$ 5 0 , 0 0 1 t o $ 1 0 0 , 0 0 0 S m a l l P u r c h a s e I n f o r m a l : T h r e e ( 3 ) Q u o t e s , E x e c u t i v e
I n s u r a n c e , C l a u s e s , I n s u r a n c e ; o r D i r e c t o r
F o r m a l : A d v e r t i s e m e n t , C l a u s e s ,
I n s u r a n c e , N e g o t i a t e d A g r e e m e n t ,
S e a l e d B i d s , A l E C o n t r a c t
G r e a t e r t h a n F o r m a l P r o c u r e m e n t F o r m a l : A d v e r t i s e m e n t , C l a u s e s , C o m m i s s i o n
$ 1 0 0 , 0 0 0 I n s u r a n c e , N e g o t i a t e d A g r e e m e n t ,
S e a l e d B i d s , A / E C o n t r a c t ,
C e r t i f i c a t i o n s
2 . 0 P R O C U R E M E N T O F F I C E R - D E S I G N A T I O N A N D D E L E G A T I O N
3 . 0
T h e C h i e f F i n a n c i a l O f f i c e r i s t h e d e s i g n a t e d " P r o c u r e m e n t O f f i c e r " f o r t h e C o m m i s s i o n .
T h e C h i e f F i n a n c i a l O f f i c e r m a y d e l e g a t e a l l o r p a r t o f t h e P r o c u r e m e n t O f f i c e r d u t i e s
d e s c r i b e d i n t h i s M a n u a l .
P R O C U R E M E N T O F F I C E R - D U T I E S
A . T h e P r o c u r e m e n t O f f i c e r h a s t h e d u t y t o o v e r s e e a l l p r o c u r e m e n t 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 n d t o i m p l e m e n t t h e p o l i c i e s a n d s t a n d a r d s s e t f o r t h i n t h i s M a n u a l ,
s u b j e c t t o t h e l i m i t a t i o n s o f t h e a u t h o r i t y t h a t h a s b e e n d e l e g a t e d t o t h e
P r o c u r e m e n t O f f i c e r b y t h e C o m m i s s i o n o r t h e E x e c u t i v e D i r e c t o r .
B . T h e P r o c u r e m e n t O f f i c e r m a y i s s u e i n s t r u c t i o n s f o r t h e i m p l e m e n t a t i o n o f
C o m m i s s i o n p r o c u r e m e n t p o l i c i e s .
C . T h e P r o c u r e m e n t O f f i c e r h a s t h e d u t y t o e n s u r e C o m m i s s i o n c o n t r a c t s , p u r c h a s e
o r d e r s , m o d i f i c a t i o n s , a n d s u p p l e m e n t a l a g r e e m e n t s a r e e x e c u t e d i n a c c o r d a n c e
w i t h e s t a b l i s h e d t h r e s h o l d s a n d d e l e g a t e d a u t h o r i t y .
D . T h e P r o c u r e m e n t O f f i c e r s h o u l d e n s u r e t h a t a c o m p l e t e r e c o r d o f e a c h
p r o c u r e m e n t a c t i o n i s m a i n t a i n e d 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 r e c o r d s
r e t e n t i o n p o l i c y b y e s t a b l i s h i n g f i l e s c o n t a i n i n g t h e r e c o r d s o f a l l m a j o r
p r o c u r e m e n t s a n d c o n t r a c t u a l a c t i o n s p e r t i n e n t t o t h a t o f f i c e ' s r e s p o n s i b i l i t i e s .
I . T h e P r o c u r e m e n t O f f i c e r i s r e s p o n s i b l e f o r m a i n t a i n i n g t h e o r i g i n a l
c o n t r a c t f i l e p u r s u a n t t o a p p l i c a b l e s t a t e a n d / o r f e d e r a l r e c o r d s r e t e n t i o n
p o l i c i e s .
2 . T h e d o c u m e n t a t i o n i n e a c h c o n t r a c t f i l e m a i n t a i n e d b y t h e P r o c u r e m e n t
O f f i c e r s h o u l d b e s u f f i c i e n t t o c o n s t i t u t e a c o m p l e t e h i s t o r y o f t h e
t r a n s a c t i o n f o r t h e f o l l o w i n g p u r p o s e s :
1 3
2 5
a. Providing a complete background as a basis for informed decisions at •
each step of the procurement process;
b. Supporting actions taken;
c. Providing information for reviews, audits, and investigations; and
d. Furnishing essential facts in the event oflitigation.
4.0 IMPLEMENTATION OF PROCUREMENT PROCEDURES AND
GUIDELINES
The Procurement Officer, in his or her discretion and subject to the review and
concurrence ofthe Commission's General Counsel, may adopt procurement and
materials management procedures and guidelines needed to implement and supplement
the policies and standards set forth in this Manual. Any such procedures and guidelines
should provide for timely review and processing of all procurement actions, and should
ensure that procurements proceed timely, efficiently and economically, while adhering to
principles of good public policy practices and sound business judgment.
5.0 AUTHORIZED METHODS OF PROCUREMENT; SELECTION
A. Selection. As part of the procurement initiation process, the Procurement Officer
will determine which method of procurement is appropriate.
B. Authorized Methods. The following methods of procurement may be used, as
appropriate, in accordance with the policies and procedures included in the
Procurement Manual:
I. Sealed Bid, pursuant to Chapter 3 of this Manual;
2. Design-build, pursuant to Chapter 4 of this Manual;
3. Competitively Negotiated Procurement, pursuant to Chapter 5 of this
Manual;
4. Small Purchase Procedures, pursuant to Chapter 6 of this Manual; and
5. Non-Competitive and Emergency Procurement, pursuant to Chapter 7 of
this Manual.
6.0 INDEPENDENT COST ESTIMATE
A. An independent cost estimate is a determination of price reasonableness prepared
prior to and independent of any input from a potential offeror. The term
independent means an assessment without reliance on a contractor's bid or
proposal, therefore, the independent estimate should be completed prior to the
receipt ofbids or proposals.
B. The method and means of establishing the independent estimate may vary based
on the circumstances and can range from checking historical records or published
price guides to a detailed estimate in the same level of detail that is required for
contractors submitting proposals.
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C . T h e i n d e p e n d e n t e s t i m a t e p r o v i d e s t h e P r o c u r e m e n t O f f i c e r w i t h e s s e n t i a l i n p u t
d u r i n g t h e s o l i c i t a t i o n p r o c e s s . I n d e p e n d e n t c o s t e s t i m a t e s m a y b e u s e d b y t h e
C o m m i s s i o n t o :
I . P r o v i d e a d e t e r m i n a t i o n o f v a l u e ( i . e . , d o b e n e f i t s w a r r a n t t h e c o s t ) ;
2 . S u p p o r t p r o c u r e m e n t p l a n n i n g ;
3 . E s t a b l i s h t h e c o m p e t i t i v e r a n g e a n d s u p p l e m e n t t h e e v a l u a t i o n p r o c e s s ;
4 . P r o v i d e a b a s i s f o r a p r i c e a n a l y s i s , w h i c h m a y e l i m i n a t e t h e n e e d f o r a
m o r e b u r d e n s o m e c o s t a n a l y s i s ;
5 . P r o v i d e a b a s i s f o r d e v e l o p m e n t o f a p r e - n e g o t i a t i o n o b j e c t i v e ;
6 . S u p p o r t t h e C o m m i s s i o n ' s n e g o t i a t i o n p o s i t i o n w i t h c o n t r a c t o r ; a n d / o r
7 . A f t e r c o n t r a c t a w a r d , p r o v i d e e s s e n t i a l i n p u t w i t h r e s p e c t t o c o n t r a c t
a m e n d m e n t s , c h a n g e o r d e r s a n d c l a i m s .
7 . 0 C O S T / P R I C E A N A L Y S I S
A . T h e P r o c u r e m e n t O f f i c e r s h o u l d p e r f o r m a c o s t / p r i c e a n a l y s i s i n c o n n e c t i o n w i t h
e v e r y p r o c u r e m e n t a c t i o n , i n c l u d i n g c o n t r a c t m o d i f i c a t i o n s . T h e m e t h o d a n d
d e g r e e o f a n a l y s i s i s d e p e n d e n t o n t h e f a c t s s u r r o u n d i n g t h e p a r t i c u l a r
p r o c u r e m e n t s i t u a t i o n .
B . I f t h e c o n t r a c t b e i n g a w a r d e d i s a c o s t - r e i m b u r s e m e n t t y p e , t h e c o s t / p r i c e a n a l y s i s
s h o u l d a d d r e s s t h e r e a l i s m o f t h e v a r i o u s c o s t e l e m e n t s p r o p o s e d , a n d w h e r e t h e
c o s t s a r e u n r e a l i s t i c a l l y l o w , a n a d j u s t m e n t s h o u l d b e m a d e t o r e f l e c t w h a t t h e
C o m m i s s i o n b e l i e v e s t h e e f f o r t w i l l a c t u a l l y c o s t g i v e n t h a t o f f e r o r ' s s p e c i f i c
t e c h n i c a l a p p r o a c h a s w e l l a s i t s d i r e c t a n d i n d i r e c t c o s t r a t e s .
1 . T h e C o m m i s s i o n s h o u l d , w h e n a p p l i c a b l e , o r m u s t , i f r e q u i r e d b y l a w ,
u t i l i z e t h e g u i d e l i n e s p r o v i d e d i n t h e F e d e r a l A c q u i s i t i o n R e g u l a t i o n s P a r t
3 1 t o d e t e r m i n e w h e t h e r o f t h e c o n t r a c t o r ' s p r o p o s e d c o s t s a r e r e a s o n a b l e ,
a l l o w a b l e a n d a l l o c a b l e .
8 . 0 V E N D O R C O N T A C T S P R I O R T O I S S U A N C E O F A S O L I C I T A T I O N
I n f o r m a t i o n a l a n d m a r k e t r e s e a r c h c o n t a c t s w i t h p r o s p e c t i v e c o n t r a c t o r s / v e n d o r s s h o u l d
b e c i r c u m s c r i b e d b a s e d u p o n l e g i t i m a t e , i d e n t i f i a b l e b u s i n e s s p u r p o s e s a n d g u i d e d b y t h e
e x e r c i s e o f s o u n d j u d g m e n t . T h e p r i m a r y p i t f a l l s t o b e a v o i d e d a r e p r o m i s e s o r
i m p l i c a t i o n s f r o m C o m m i s s i o n s t a f f o f a f u t u r e c o n t r a c t , d e v e l o p m e n t b y a v e n d o r o f a
s p e c i f i c a t i o n o r s c o p e o f s e r v i c e s t o b e u s e d a s p a r t o f a C o m m i s s i o n s o l i c i t a t i o n t h a t
v e n d o r i n t e n d s t o p a r t i c i p a t e i n , r e q u e s t s f r o m C o m m i s s i o n s t a f f f o r c o m p l i m e n t a r y
s e r v i c e s o r s u p p l i e s , a n d o t h e r a c t i v i t i e s t h a t m a y c r e a t e a r e a l o r a p p a r e n t c o n f l i c t o f
i n t e r e s t o r t h e i m p r e s s i o n o f a n o b l i g a t i o n o n t h e p a r t o f t h e C o m m i s s i o n .
1 5
2 7
9.0
10.0
ADVERTISING I PUBLICIZING PROCUREMENTS
A. The Procurement Officer should use the most efficient and effective means to
publicize contract actions to increase competition in accordance with the
requirements of the specific procurement.
B. California PUC§ 130232, applicable to the purchase of all supplies, equipment,
materials and for the construction of all facilities and works when the expenditure
exceeds twenty-five thousand dollars ($25,000), requires that notice requesting
bids shall be published at least once in a newspaper of general circulation. The
publication must be made at least 10 days before the date for the receipt of the
bids. The Commission, at its discretion, may reject any and all bids andre-
advertise.
c. California PUC § 130238 for the purchase of computers, telecommunications
equipment, microwave equipment, and other related electronic equipment and
apparatus that is not available in substantial quantities to the general public
requires (i) the procurement be conducted through competitive negotiation, after a
finding by the Commission by a two-thirds vote that this particular procurement
qualifies under California PUC § 130238, and (ii) notice of the request for
proposals be published at least twice in a newspaper of general circulation, at least
10 days before the date for receipt of the proposals.
D. Federal Transit Administration (FTA). Section 9.c ofFTA Circular 4220.1F
requires that invitations for bids are to be "publicly" advertised, and Section 9.d of
FT A Circular 4220.1 F requires that requests for proposals are to be publicized .
E. Caltrans and Federal Highway Administration (FHWA). Chapter 15, paragraph
15.3 Project Advertisement, ofthe Caltrans Local Assistance Procedures Manual
provides detailed guidance regarding advertising ofFHWA-and/or Caltrans-
funded projects.
F. Pre-solicitation advertising prescribed in this section is not required for non-
competitive, sole source, or emergency procurements processed in accordance
with this Manual.
NON-DISCRIMINATION IN PROCUREMENT
All formal contracts entered into by the Commission should contain appropriate clauses
prohibiting discrimination by the contractor against any person or group of persons on
account of race, color, religion, creed, national origin, ancestry, physical handicap,
medical condition, age, marital status, sex or sexual orientation in the performance of the
contract.
11.0 ORGANIZATIONAL CONFLICTS OF INTEREST
An unfair competitive advantage could result if a contractor were allowed to submit a bid
or proposal for work described in a specification or statement of work that the contractor
itself dev.eloped. For the purpose of eliminating a potential unfair competitive advantage,
and in compliance with applicable state and federal laws and regulations, a contractor that
develops or assists in developing specifications, requirements, statements of work,
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" i n v i t a t i o n f o r b i d s , a n d / o r r e q u e s t f o r p r o p o s a l s f o r a C o m m i s s i o n p r o c u r e m e n t i s
e x c l u d e d f r o m c o m p e t i n g f o r t h e r e s u l t a n t p r o c u r e m e n t , u n l e s s a n a p p r o p r i a t e w a i v e r i s
i s s u e d b y t h e C o m m i s s i o n . A l l w a i v e r s w i l l b e a s s e s s e d b y t h e C o m m i s s i o n o n a c a s e -
b y - c a s e b a s i s .
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1 2 . 0 D U T I E S O F C O M M I S S I O N S T A F F R E G A R D I N G P R O C U R E M E N T S
A . G e n e r a l
P r o c u r i n g g o o d s , s e r v i c e s , a n d c o n t r a c t s f o r t h e C o m m i s s i o n m u s t b e a
c o o p e r a t i v e e f f o r t , a n d i t 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 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 t o e m p l o y s o u n d b u s i n e s s 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 g o o d s a n d s e r v i c e s 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 . A l l e m p l o y e e s a n d d e p a r t m e n t s a r e i n s t r u c t e d
t o f o l l o w t h e p r o c e d u r e s s e t f o r t h i n t h e P r o c u r e m e n t P o l i c y M a n u a l , a s w e l l a s
a n y i n s t r u c t i o n s i s s u e d b y t h e P r o c u r e m e n t O f f i c e r r e g a r d i n g p r o c u r e m e n t s .
B . I n o r d e r t o i n i t i a t e a p r o c u r e m e n t a c t i o n ( i n c l u d i n g a m e n d m e n t s , p r o c u r e m e n t s ,
e x e r c i s i n g o f a v a i l a b l e o p t i o n s , e t c . ) , t h e u s e r d e p a r t m e n t / p r o j e c t m a n a g e r s h o u l d ,
a t a m i n i m u m , p r o v i d e t h e P r o c u r e m e n t O f f i c e r w i t h t h e f o l l o w i n g i t e m s , a s
a p p l i c a b l e :
1 .
2 .
S p e c i f i c a t i o n , S c o p e o f S e r v i c e s , o r S t a t e m e n t o f W o r k
F o r a n e w p r o c u r e m e n t , a c o m p l e t e a n d c l e a r l y w r i t t e n s p e c i f i c a t i o n ,
p u r c h a s e d e s c r i p t i o n , o r s t a t e m e n t o f w o r k s u i t a b l e f o r e i t h e r c o m p e t i t i o n
o r f o r n e g o t i a t i o n w i t h a s o l e s o u r c e c o n t r a c t o r , i f j u s t i f i e d .
a . A m e n d m e n t s
I f a c o n t r a c t a m e n d m e n t h a s b e e n n e g o t i a t e d b a s e d u p o n a n e x i s t i n g
a d v a n c e d p r i c i n g a r r a n g e m e n t o r l a b o r r a t e s / c a t e g o r i e s i n c l u d e d i n t h e
u n d e r l y i n g a g r e e m e n t , t h e u s e r d e p a r t m e n t / p r o j e c t m a n a g e r s h o u l d
p r o v i d e t h e P r o c u r e m e n t O f f i c e r w i t h a c o p y o f t h e f i n a l n e g o t i a t e d
s c o p e o f s e r v i c e s f o r t h e e x t r a w o r k , a s s o c i a t e d p r i c i n g t e r m s , a n d / o r
s c h e d u l e .
b . C h a n g e O r d e r s
I f a c o n s t r u c t i o n c h a n g e o r d e r h a s b e e n n e g o t i a t e d b a s e d u p o n a n
e x i s t i n g a d v a n c e d p r i c i n g a r r a n g e m e n t o r l a b o r r a t e s / c a t e g o r i e s
i n c l u d e d i n t h e u n d e r l y i n g a g r e e m e n t , t h e u s e r d e p a r t m e n t / p r o j e c t
m a n a g e r s h o u l d m a i n t a i n a r e c o r d o f t h e c h a n g e o r d e r a n d s u p p o r t i n g
d o c u m e n t a t i o n i n t h e p r o j e c t f i l e s .
A g r e e m e n t S u m m a r y S h e e t
T h e u s e r d e p a r t m e n t / p r o j e c t m a n a g e r m u s t p r o v i d e a c o m p l e t e a n d
e x e c u t e d A g r e e m e n t S u m m a r y S h e e t f o r a l l p r o c u r e m e n t a c t i o n s ,
i n c l u d i n g a p p l i c a b l e s m a l l p u r c h a s e s , f o r m a l p r o c u r e m e n t s , M O U s ,
a g r e e m e n t s , c h a n g e o r d e r m o d i f i c a t i o n s a n d t h e l i k e . T h e A g r e e m e n t
S u m m a r y S h e e t i d e n t i f i e s t h e n a t u r e o f f u n d i n g f o r t h e s u b j e c t
g o o d s / s e r v i c e s , p r o v i d e s a r e c o r d t h a t t h e r e q u i r e m e n t w a s b u d g e t e d a n d
1 7
2 9
3.
properly approved before the procurement process began, and ensures that
the procurement action is assigned a unique agreement number for
purposes of contract administration, payment, and recordkeeping.
Independent Cost Estimate
The user department/project manager should provide the Procurement
Officer with an independent cost estimate for the anticipated procurement
of goods/services. In order to avoid an apparent or actual conflict of
interest, the estimate must be developed independent of any potential
offerors. See paragraph 6.0 above for additional guidance regarding the
development of an independent cost estimate.
4. Justification for Sole Source/Non-competitive Procurement (if applicable)
The user department/project manager must prepare and submit to the
Procurement Officer a written statement recording all the facts that
provide justification for avoiding mandated competitive procurement
practices· explicitly defined in this Manual and/or required by relevant
state and federal law in favor of a non-competitive/sole source award. The
Procurement Officer must approve the sole source procurement
methodology before the procurement can proceed.
13.0 INSURANCE
A.
B.
Contractors providing goods and services should be required to carry sufficient
insurance to protect the Commission from third party lawsuits for personal injury
(including death) and property damage. Insurance may also be required for
damage to Commission property and for errors and omissions in the provision of
professional services.
The following types of procurement actions should be reviewed by the
Procurement Officer for appropriate levels, types and limits of coverage on a
case-by-case basis:
1. All Operations and Non-Operational Construction Contracts.
2. All Professional Services Contracts.
3. All contracts where work will be performed within "50 feet" of railroad.
4. All Environmental Contracts, including engineering services.
5. All procurement contracts and/or purchase agreements where outside
vendors will be conducting work or performing installation services on
Commission premises.
6. All procurement contracts and/or purchase agreements where outside
vendors will be delivering products to a Commission facility.
C. The contract documents should ensure that Commission contractors will be
required to comply with insurance requirements imposed by state and local
governments.
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D . A t a m i n i m u m , t h e c o n t r a c t d o c u m e n t s s h o u l d r e q u i r e t h e c o n t r a c t o r a n d
s u b c o n t r a c t o r t o c a r r y g e n e r a l l i a b i l i t y , w o r k m e n ' s c o m p e n s a t i o n , a n d a u t o m o b i l e
i n s u r a n c e c o v e r a g e s f o r p u b l i c w o r k s c o n t r a c t s .
E . I n c e r t a i n l i m i t e d c a s e s , t h e C o m m i s s i o n m a y p e r m i t t h e c o n t r a c t o r t o s u b s t i t u t e
a n a p p r o v e d p r o g r a m o f s e l f - i n s u r a n c e i n o r d e r t o o b t a i n s u c h a p p r o v a l . T h e
c o n t r a c t o r w i l l h a v e t o d e m o n s t r a t e t h a t i t c a n s u s t a i n t h e p o t e n t i a l l o s s e s b e i n g
s e l f - i n s u r e d .
F . T h e P r o c u r e m e n t O f f i c e r s h o u l d i n c l u d e i n s u r a n c e a n d i n d e m n i f i c a t i o n p r o v i s i o n s
i n e q u i p m e n t , s u p p l y , a n d s e r v i c e s c o n t r a c t s 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 d e s c r i b e d h e r e i n .
1 4 . 0 S U B C O N T R A C T I N G
A . T h e C o m m i s s i o n m a y c o n s i d e r r e q u i r i n g a p r i m e c o n t r a c t o r t o p e r f o r m c e r t a i n
t a s k s o r a m i n i m u m p e r c e n t a g e o f t h e w o r k , i n o r d e r t o e n s u r e t h a t t h e p r i m e
c o n t r a c t o r m a i n t a i n s a s p e c i f i e d d e g r e e o f c o n t r o l o v e r t h e p r o j e c t .
B . A p p r o v a l o f c o n t r a c t o r . p r o p o s e d s u b c o n t r a c t o r s u s u a l l y i n v o l v e s a n e v a l u a t i o n o f
t h r e e p r i m a r y a r e a s :
1 . A s s u r a n c e t h a t t h e p r i m e c o n t r a c t o r h a s i n c l u d e d t h e r e q u i r e d " f l o w -
d o w n " p r o v i s i o n s ( c l a u s e s ) f r o m t h e p r i m e c o n t r a c t i n t h e s u b c o n t r a c t .
2 .
3 .
T h e p r i m e c o n t r a c t o r ' s c o m p l i a n c e w i t h 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 ) r e q u i r e m e n t s i n i t s p r i m e c o n t r a c t .
A s s u r a n c e t h a t t h e p r i m e c o n t r a c t o r h a s s e l e c t e d i t s c r i t i c a l s u b c o n t r a c t o r s
i n a p r u d e n t f a s h i o n , s o a s t o p r o t e C t t h e C o m m i s s i o n ' s i n t e r e s t s .
1 5 . 0 . D E T E R M I N A T I O N O F F A I R A N D R E A S O N A B L E P R I C E
A . T h e P r o c u r e m e n t O f f i c e r s h o u l d d e t e r m i n e , i n w r i t i n g , t h a t t h e p r i c e t o b e p a i d t o
t h e s u c c e s s f u l o f f e r o r i s f a i r a n d r e a s o n a b l e . T y p i c a l l y , a d e q u a t e p r i c e
c o m p e t i t i o n i s s u f f i c i e n t t o e s t a b l i s h p r i c e r e a s o n a b l e n e s s ; h o w e v e r , p r i c e
r e a s o n a b l e n e s s m a y a l s o b e e s t a b l i s h e d t h r o u g h :
1 . P r i c e s e s t a b l i s h e d b y l a w o r r e g u l a t i o n ;
2 . P u b l i s h e d c a t a l o g o r m a r k e t p r i c e f o r c o m m e r c i a l p r o d u c t s o l d t o t h e
p u b l i c i n s u b s t a n t i a l q u a n t i t i e s ;
3 . P r e v i o u s o r r e l e v a n t h i s t o r i c a l p r i c i n g f o r s a m e o r s i m i l a r t e r m s ;
4 . V a l i d i n d e p e n d e n t c o s t e s t i m a t e ;
5 . V a l u e a n a l y s i s ; o r
6 . C o s t / p r i c e a n a l y s i s .
B . S i n g l e O f f e r / L a c k o f A d e q u a t e C o m p e t i t i o n
1 . W h e n o n l y o n e r e s p o n s e i s r e c e i v e d a f t e r a p u b l i c s o l i c i t a t i o n f o r o f f e r s o r
t h e p r i c e v a r i a n c e b e t w e e n m u l t i p l e r e s p o n s e s r e f l e c t s a l a c k o f a d e q u a t e
c o m p e t i t i o n , t h e P r o c u r e m e n t O f f i c e r m a y r e s o l i c i t q u o t e s o r , i f
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appropriate, recommend an award of the agreement to the single offeror,
or to the lowest or best offeror, as determined by the Commission, in
accordance with this Manual and in accordance with applicable legal
requirements.
a. A recommendation for award under either of the above circumstances
should include a statement in the contract file giving the basis for the
determination that the pricing terms are fair and reasonable.
16.0 CONTRACT APPROVAL, A WARD AND EXECUTION
A. Following authorization for contract award by the Commission, the following
actions should be taken:
1. The Procurement Officer requests all Commission required documents and
contract contingency requirement (e.g., bonds, proof of insurance) from
the successful contractor.
2. The Procurement Officer conforms and sends copies of the final contract
or amendment to the contractor for signature, and obtains the appropriate
Commission authorization by ensuring full execution of the contract.
3. After full execution of the contract and the contractor's submittal of the
required contract contingency items, unless otherwise agreed, the
Procurement Officer coordinates with the user department/project
manager to prepare a "Notice to Proceed" Jetter, if required.
4. The Procurement Officer transmits a fully executed original copy of the
contract to the contractor. Conformed copies should be sent to the project
manager for use in the administration of the contract.
5. Contract Administration Responsibilities
a. The user department/project manager conducts all further coordination
on technical issues between the contractor and the Commission,
subsequent to the issuance of the "Notice to Proceed" letter.
b. Issues affecting the business or legal terms in the contract and/or
requests for modification or supplemental agreements to the contract
should immediately be brought to the attention of the Procurement
Officer.
c. The contract and all documents pertaining thereto should be
maintained by the Procurement Officer, except for construction change
orders which will be maintained by the project management team.
17.0 PROTEST PROCEDURES
A. Under formal procurement processes described under this Manual, an interested
party that has timely submitted a bid or proposal in response to any procurement
of the Commission may file a protest objecting to the award of a contract.
B. In order for a protest to be considered properly and timely filed, the protest must:
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D .
E .
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1 . B e f i l e d i n w r i t i 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 o f t h e C o m m i s s i o n , w i t h i n
s e v e n ( 7 ) c a l e n d a r d a y s a f t e r ( i ) a l l r e q u e s t s f o r c l a r i f i c a t i o n s a n d r e q u e s t s
f o r a p p r o v e d e q u a l s h a v e b e e n a n s w e r e d b y t h e C o m m i s s i o n o r , i f n o
r e q u e s t s f o r c l a r i f i c a t i o n o r a p p r o v e d e q u a l s a r e r e c e i v e d , a f t e r t h e p e r i o d
f o r r e q u e s t s f o r c l a r i f i c a t i o n s o r a p p r o v e d e q u a l s h a s c l o s e d ; ( i i ) a f t e r t h e
C o m m i s s i o n t a k e s a c t i o n , o r s u c h o t h e r t i m e p e r i o d a s m a y b e s p e c i f i e d i n
t h e s o l i c i t a t i o n d o c u m e n t ; o r ( i i i ) t h e d a t e c e r t a i n c o n t a i n e d i n t h e
s o l i c i t a t i o n f o r a n y s o l i c i t a t i o n f o r w h i c h a c o n t r a c t a w a r d i s n o t m a d e b y
t h e C o m m i s s i o n .
2 . B e f i l e d b y a n a c t u a l b i d d e r o r p r o p o s e r r e s p o n d i n g t o t h e p r o c u r e m e n t
a n d s i g n e d b y a p r o p e r l y a u t h o r i z e d r e p r e s e n t a t i v e . N o o t h e r p a r t y h a s
s t a n d i n g t o p r o t e s t o r i s c o n s i d e r e d a n i n t e r e s t e d p a r t y .
3 . I d e n t i f y t h e s p e c i f i c p r o c u r e m e n t n u m b e r i n v o l v e d .
4 . I d e n t i f y t h e s p e c i f i c r e c o m m e n d e d a c t i o n o r d e c i s i o n b e i n g p r o t e s t e d .
5 . S p e c i f y i n d e t a i l t h e g r o u n d s f o r t h e p r o t e s t , t h e f a c t s s u p p o r t i n g t h e
p r o t e s t a n d t h e s t a t u s o f t h e p r o t e s t e r .
6 . I n c l u d e a l l r e l e v a n t s u p p o r t i n g d o c u m e n t a t i o n w i t h t h e p r o t e s t a t t h e t i m e
o f s u b m i t t a l .
7 . D e s c r i b e t h e r e s o l u t i o n t o t h e p r o t e s t d e s i r e d b y t h e p r o t e s t i n g p a r t y .
I f a p r o t e s t d o e s n o t c o m p l y w i t h e a c h o f t h e s e v e n ( 7 ) r e q u i r e m e n t s l i s t e d a b o v e ,
t h e p r o t e s t w i l l n o t b e c o n s i d e r e d a n d w i l l b e r e t u r n e d t o t h e p r o t e s t e r .
T h e P r o c u r e m e n t O f f i c e r w i l l a t t e m p t t o r e s o l v e a p r o p e r l y f i l e d p r o t e s t o r
p e r f o r m a d d i t i o n a l f a c t - f i n d i n g , i n c l u d i n g e s t a b l i s h i n g a p r o t e s t e v a l u a t i o n t e a m
t o e v a l u a t e t h e m e r i t s o f t h e p r o t e s t . T h e P r o c u r e m e n t O f f i c e r , i n c o n s u l t a t i o n
w i t h t h e C o m m i s s i o n ' s G e n e r a l C o u n s e l , w i l l p r e p a r e a r e c o m m e n d e d r e s o l u t i o n
o f t h e p r o t e s t f o r c o n s i d e r a t i o n b y t h e E x e c u t i v e D i r e c t o r . T h e E x e c u t i v e
D i r e c t o r w i l l r e v i e w t h e r e c o m m e n d a t i o n o f t h e e v a l u a t i o n t e a m a n d w i l l r e n d e r a
d e t e r m i n a t i o n t o u p h o l d o r d e n y t h e p r o t e s t .
I f t h e E x e c u t i v e D i r e c t o r ' s d e c i s i o n i s t o d e n y t h e p r o t e s t , t h e s o l i c i t a t i o n m a y b e
c o n t i n u e d w i t h o u t f u r t h e r d e l a y o r t h e c o n t r a c t w i l l b e r e c o m m e n d e d t o t h e
C o m m i s s i o n f o r a w a r d , o r e x e c u t e d , i f p r e v i o u s l y a w a r d e d b y t h e C o m m i s s i o n
s u b j e c t t o r e s o l u t i o n o f t h e p r o t e s t . I f t h e E x e c u t i v e D i r e c t o r ' s d e c i s i o n i s t o
u p h o l d t h e p r o t e s t , a r e c o m m e n d a t i o n w i l l b e m a d e t o t h e C o m m i s s i o n t o a m e n d
t h e s o l i c i t a t i o n a n d t h e d a t e f o r r e c e i p t o f p r o p o s a l s o r b i d s , r e j e c t a l l p r o p o s a l s o r
b i d s , c a n c e l t h e R e q u e s t f o r P r o p o s a l s o r I n v i t a t i o n f o r B i d s a n d s o l i c i t n e w
p r o p o s a l s o r b i d s , a w a r d t h e c o n t r a c t t o a n o t h e r p r o p o s e r , o r o t h e r s u c h a c t i o n s a s
h e / s h e d e e m s a p p r o p r i a t e .
T h e E x e c u t i v e D i r e c t o r ' s d e c i s i o n s h a l l b e f i n a l , a n d t h e r e s h a l l b e n o f u r t h e r
a d m i n i s t r a t i v e r e c o u r s e a t t h e l o c a l l e v e l , e x c e p t f o r p r o t e s t s r e l a t e d t o f e d e r a l l y
f u n d e d p r o c u r e m e n t s .
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18.0 PUBLIC RECORDS REQUESTS
All requests for procurement related records and/or information must be submitted to the
Commission's Office and Board Services Manager for appropriate action. Procurement
related records should not be disclosed as public information until staff recommendation
for award has been forwarded to all interested parties or as otherwise appropriate under
the California Public Records Act and applicable state and federal laws, guidelines and
requirements.
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C H A P T E R 3 - S E A L E D B I D S
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 1 3 0 2 3 2 r e q u i r e s t h a t t h e p u r c h a s e o f a l l s u p p l i e s ,
e q u i p m e n t , a n d m a t e r i a l s , a n d t h e c o n s t r u c t i o n o f a l l f a c i l i t i e s a n d w o r k s , w h e n
t h e e x p e n d i t u r e r e q u i r e d e x c e e d s t w e n t y - f i v e t h o u s a n d d o l l a r s ( $ 2 5 , 0 0 0 ) , m u s t b e
b y c o m p e t i t i v e s e a l e d b i d d i n g , a l s o k n o w n a s " l o w b i d " , c o n t r a c t i n g , w i t h t h e
c o n t r a c t l e t t o t h e l o w e s t r e s p o n s i v e , r e s p o n s i b l e b i d d e r . N o t i c e r e q u e s t i n g b i d s
m u s t b e p u b l i s h e d i n a t l e a s t o n e n e w s p a p e r o f g e n e r a l c i r c u l a t i o n . T h e
p u b l i c a t i o n m u s t b e m a d e a t l e a s t t e n ( 1 0 ) d a y s b e f o r e t h e d a t e f o r r e c e i p t o f b i d s .
T h e r e s u l t i n g c o n t r a c t w i l l b e a f i x e d p r i c e c o n t r a c t .
B . I n o r d e r f o r s e a l e d b i d d i n g t o b e m o s t e f f e c t i v e , t h e f o l i o w i n g c o n d i t i o n s s h o u l d
b e p r e s e n t i n t h e d e v e l o p m e n t o f a n I n v i t a t i o n f o r B i d s ( I F B ) :
1 . A c o m p l e t e , a d e q u a t e a n d s u f f i c i e n t l y g e n e r i c s p e c i f i c a t i o n i s d e v e l o p e d ;
2 . A d e q u a t e c o m p e t i t i o n i s a v a i l a b l e i n t h e m a r k e t p l a c e ( t w o o r m o r e
r e s p o n s i v e a n d r e s p o n s i b l e b i d d e r s w i l l c o m p e t e ) ; a n d
3 . T h e p r o c u r e m e n t l e n d s i t s e l f t o a f i r m - f i x e d p r i c e c o n t r a c t .
C . D i s c u s s i o n s a n d C o m m u n i c a t i o n s
1 . B i d s s h a l l b e e v a l u a t e d w i t h o u t d i s c u s s i o n s w i t h b i d d e r s .
2 . I n f o r m a t i o n c o n c e r n i n g p r o p o s e d p r o c u r e m e n t s s h o u l d n o t b e r e l e a s e d
o u t s i d e t h e C o m m i s s i o n b e f o r e a n I n v i t a t i o n f o r B i d s i s r e l e a s e d , e x c e p t
f o r p r e - s o l i c i t a t i o n n o t i c e s a n d p u b l i c l y a v a i l a b l e g e n e r a l p r o j e c t
i n f o r m a t i o n .
D . P r e - B i d C o n f e r e n c e s
1 . T h e C o n t r a c t i n g O f f i c e r m a y u s e p r e - b i d c o n f e r e n c e s t o e x p l a i n
p r o c u r e m e n t r e q u i r e m e n t s .
2 . I f t h e C o m m i s s i o n r e q u i r e s a n y t y p e o f m a n d a t o r y p r e - b i d c o n f e r e n c e , s i t e
v i s i t , o r m e e t i n g , t h e I F B s h o u l d i n c l u d e t h e t i m e , d a t e , a n d l o c a t i o n o f t h e
m a n d a t o r y p r e - b i d s i t e v i s i t , c o n f e r e n c e o r m e e t i n g , a n d w h e n a n d w h e r e
p r o j e c t d o c u m e n t s , i n c l u d i n g f i n a l p l a n s a n d s p e c i f i c a t i o n s a r e a v a i l a b l e .
A n y m a n d a t o r y p r e - b i d s i t e v i s i t , c o n f e r e n c e o r m e e t i n g s h o u l d b e n o
s o o n e r t h a n a m i n i m u m o f f i v e ( 5 ) c a l e n d a r d a y s f o l l o w i n g t h e p u b l i c a t i o n
o f t h e I F B .
E . B i d A d d e n d a
1 . I f i t b e c o m e s n e c e s s a r y t o m a k e c h a n g e s i n q u a n t i t y , s p e c i f i c a t i o n s ,
d e l i v e r y s c h e d u l e s , o p e n i n g d a t e s , o r o t h e r i t e m s , o r t o c o r r e c t a d e f e c t i v e
o r a m b i g u o u s I F B , t h e c h a n g e s h o u l d b e a c c o m p l i s h e d b y a d d e n d u m o f
t h e I F B .
2 . A d d e n d a t o a n I F B s h o u l d b e i d e n t i f i e d a s s u c h a n d s h o u l d r e q u i r e t h e
b i d d e r t o a c k n o w l e d g e r e c e i p t o f a l l a d d e n d a i s s u e d .
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F. Time Of Bid Receipt
The IFB should specify a time for receipt of bids. Bids must be received in the
office designated in the IFB not later than the time identified in the IF B.
G. Late Bids
Unless otherwise specified in a particular bid solicitation, bids are considered late
based on the time clock at the 3rd floor Commission Receptionist Desk, located at
4080 Lemon Street, Riverside, CA 92501. Bids are considered late ifthe time
stamped by the Commission upon receipt of the bid is later than the deadline/time
identified in the lFB. Late bids will not be accepted by the Commission, unless a
bid is late owing solely to Commission mishandling or some other legitimate
extenuating factor, as determined in the Commission's sole discretion.
H. Receipt Of Bids
As bids are received, the Procurement Officer should secure and safeguard the
bids until the established time for bid opening.
I. Opening Of Bids
The Procurement Officer will coordinate the bid opening. All bids over $25,000
for construction received prior to the bid opening will be publicly opened, read
aloud to the persons present, and recorded.
J. Recording Of Bids
Construction bids over the small purchase threshold of $25,000 that are publicly
opened will be recorded on a Bid Summary or Bid Tabulation sheet. The
Procurement Officer should certify the accuracy of the Bid Summary Sheet by
placing his/her signature thereon. The Commission's Procurement Officer should
ensure that these results are posted on the Commission internet site within a
reasonable time after bid opening.
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C H A P T E R 4 - D E S I G N - B U I L D C O N T R A C T S
1 . 0 P U R P O S E
A . A s s e t f o r t h i n P u b l i c C o n t r a c t C o d e ( P C C ) S e c t i o n 6 8 0 0 e t s e q . , t h e l e g i s l a t u r e
h a s d e t e r m i n e d t h a t t h e d e s i g n - b u i l d m e t h o d o f p r o c u r e m e n t s h o u l d b e e v a l u a t e d
f o r t h e p u r p o s e s o f e x p l o r i n g w h e t h e r t h e p o t e n t i a l e x i s t s f o r r e d u c e d p r o j e c t
c o s t s , e x p e d i t e d p r o j e c t c o m p l e t i o n , o r d e s i g n f e a t u r e s t h a t a r e n o t a c h i e v a b l e
t h r o u g h t h e t r a d i t i o n a l d e s i g n - b i d - b u i l d m e t h o d . T h e C o m m i s s i o n h a s b e e n
s e l e c t e d , a s o n e o f a l i m i t e d n u m b e r o f p a r t i c i p a n t s , t o p a r t i c i p a t e i n t h e D e s i g n -
B u i l d d e m o n s t r a t i o n p r o g r a m w i t h 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 ( S R -
9 1 C I P ) .
B . F o r t h e p u r p o s e s o f t h i s C h a p t e r , " D e s i g n - B u i l d " m e a n s a m e t h o d o f p r o c u r i n g
d e s i g n a n d c o n s t r u C t i o n f r o m a s i n g l e s o u r c e . T h e s e l e c t i o n o f t h e s i n g l e s o u r c e
o c c u r s b e f o r e t h e d e v e l o p m e n t o f c o m p l e t e p l a n s a n d s p e c i f i c a t i o n s .
2 . 0 P R O C E D U R E S F O R D E S I G N - B U I L D C O N T R A C T S
A . T h e E x e c u t i v e D i r e c t o r m a y a d o p t a n y l a w f u l m e t h o d s , p r o c e d u r e s a n d c r i t e r i a
t h a t h e o r s h e d e t e r m i n e s a r e i n t h e b e s t i n t e r e s t o f t h e C o m m i s s i o n .
B . T h e T o l l P r o g r a m D i r e c t o r , 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 P r o c u r e m e n t O f f i c e r ,
w i l l c a u s e t o b e p r e p a r e d e s t i m a t e s a n d p r e p a r e d o c u m e n t s f o r t h e s o l i c i t a t i o n o f
p r o p o s a l s f o r t h e S R - 9 1 C I P .
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C H A P T E R 5 - C O M P E T I T I V E L Y N E G O T I A T E D P R O C U R E M E N T S
1 . 0 N E G O T I A T E D P R O C U R E M E N T S - G E N E R A L
A . T h i s C h a p t e r o u t l i n e s t h e C o m m i s s i o n ' s p r o c e d u r e s f o r c o m p e t i t i v e l y n e g o t i a t e d
p r o c u r e m e n t s f o r c o n t r a c t s :
1 . N o t l e g a l l y r e q u i r e d t o b e p r o c u r e d t h r o u g h t h e l o w - b i d c o m p e t i t i v e
p r o c u r e m e n t m e t h o d p u r s u a n t t o 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 1 3 0 2 3 2 ;
a n d
2 . I n t e n d e d t o b e a w a r d e d o n t h e b a s i s o f b o t h p r i c e a n d n o n - p r i c e f a c t o r s .
B . A p r o c u r e m e n t i s " n e g o t i a t e d " i f d i s c u s s i o n s , n e g o t i a t i o n s , o r o t h e r e x c h a n g e s
b e t w e e n t h e C o m m i s s i o n a n d t h e o f f e r o r s a r e a n t i c i p a t e d a n d p l a n n e d i n o r d e r t o
m a x i m i z e t h e C o m m i s s i o n ' s a b i l i t y t o c o m m u n i c a t e , u n d e r s t a n d , a n d o b t a i n t h e
b e s t v a l u e f o r c o n t r a c t a w a r d .
c .
1 . T h e e x c h a n g e s i n v o l v e b a r g a i n i n g , p e r s u a s i o n , a l t e r a t i o n o f a s s u m p t i o n s
a n d p o s i t i o n s , a n d g i v e - a n d - t a k e a p p l i e d t o p r i c e , s c h e d u l e , t e c h n i c a l
r e q u i r e m e n t s , t y p e o f c o n t r a c t , a n d o t h e r p r o p o s e d t e r m s .
2 . T h e e x c h a n g e s a f t e r e s t a b l i s h m e n t o f t h e c o m p e t i t i v e r a n g e o f p r i c e a n d
t e r m s a r e d o n e w i t h t h e i n t e n t o f a l l o w i n g t h e o f f e r o r t o r e v i s e i t s
p r o p o s a l , o n c e a n d p o t e n t i a l l y s e v e r a l t i m e s .
T h o u g h n o t a n a l l - i n c l u s i v e l i s t i n g , c o m p e t i t i v e l y n e g o t i a t e d p r o c u r e m e n t s c a n b e
u s e d f o r t h e f o l l o w i n g t y p e s o f p r o c u r e m e n t s :
1 . P r o f e s s i o n a l s e r v i c e s c o n t r a c t s f o r n o n - a r c h i t e c t - e n g i n e e r r e l a t e d s e r v i c e s ;
m i s c e l l a n e o u s s e r v i c e c o n t r a c t s ;
2 . A r c h i t e c t - E n g i n e e r a n d r e l a t e d s e r v i c e s c o n t r a c t s a s f u r t h e r d e f i n e d a n d
s u b j e c t t o t h e l i m i t a t i o n s s p e c i f i e d i n S e c t i o n 6 . 0 o f t h i s C h a p t e r ;
3 . S p e c i a l i z e d e q u i p m e n t , c o m p u t e r s , t e l e c o m m u n i c a t i o n s e q u i p m e n t ,
m i c r o w a v e e q u i p m e n t a n d o t h e r r e l a t e d e l e c t r o n i c e q u i p m e n t a n d
a p p a r a t u s ; o r
4 . B e s t V a l u e , D e s i g n - b u i l d c o n t r a c t s d e s c r i b e d i n C h a p t e r 4 .
2 . 0 S O U R C E S E L E C T I O N T E C H N I Q U E S
A . T h e P r o c u r e m e n t O f f i c e r c a n c h o o s e f r o m a r a n g e o f s o u r c e s e l e c t i o n t e c h n i q u e s
f o r t h e c o m p e t i t i v e l y n e g o t i a t e d p r o c e s s b a s e d o n :
1 . W h a t i s s u i t a b l e f o r t h e s p e c i f i c c i r c u m s t a n c e s o f a r e q u i r e m e n t , a n d
2 . W h i c h t e c h n i q u e p r o v i d e s t h e b e s t o p p o r t u n i t y t o t r a d e o f f p r i c e / c o s t a n d
q u a l i t a t i v e b e n e f i t s i n o r d e r t o g a i n t h e b e s t v a l u e f o r t h e C o m m i s s i o n .
B . I n a c q u i s i t i o n s w h e r e t h e r e q u i r e m e n t i s c l e a r l y d e f i n a b l e a n d t h e r i s k o f
u n s u c c e s s f u l c o n t r a c t p e r f o r m a n c e i s m i n i m a l , a n d e x c l u d i n g c o n t r a c t s f o r
2 6
3 8
3.0
Architect-Engineer and related services, cost or price may play a dominant role as •
a significantly important evaluation factor for award.
C. On the other hand, the less definitive the requirement, a requirement for technical
superiority, more development work required, or the greater the performance risk,
then the technical or past performance considerations play a more dominant role
as significantly important evaluation factors for award.
D. The Commission obtains best value in negotiated acquisitions by using any one or
a combination of selection approaches wherein the relative importance of cost or
price may vary with other non-cost or price factor(s). The Procurement Officer
and user department/project manager should select an approach that will provide
the Commission with the best offer based on the requirements, and on applicable
legal requirements.
E. All evaluation factors associated with a particular proposal should be identified
along with their relative importance. The Procurement Officer, in cooperation
with the user department/project manager, may utilize explicit factors, price
performance trade off, technically qualified/lowest price or other reasonable and
appropriate means of evaluating proposers.
F. Proposals will be solicited from an adequate number of qualified sources. In
determining sources to solicit, the Procurement Officer should use all reasonable
means available to ensure that an adequate number of potential qualified
proposers receive the solicitation in order to obtain maximum fair and open
competition.
PROPOSAL EVALUATION
A. The evaluation factors that will be considered in evaluating proposals should be
tailored to each procurement and should include only those factors that will have
an impact on the source selection decision. The evaluation factors that apply to a
particular procurement and the relative importance of those factors are within the
broad discretion of the Procurement Officer and/or the user department/project
manager.
B. The Procurement Officer may establish a formal evaluation committee, referred to
as the "Evaluation Committee," which will be charged with responsibility for
evaluating proposals, short listing firms, establishing a competitive range, and/or
recommending a firm or firms for contract award.
1. Personnel engaged in the evaluation process should not discuss or reveal
information concerning the evaluations except to those individuals
participating in the same proceedings and ·only to the extent that
information is required in connection with such proceedings.
2. Divulging information during the evaluation, selection, and negotiation
phases to offerors or to personnel not having a need to know is prohibited
as it could jeopardize the evaluation process and resultant award.
C. The Evaluation Committee will evaluate each proposal in accordance with the
evaluation criteria in the solicitation. The Evaluation Committee's selection
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•
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4 . 0
5 . 0
" 6 . 0
"
d e c i s i o n i s s u b j e c t t o t h e f i n a l a p p r o v a l o f t h e C o m m i s s i o n o r t h e E x e c u t i v e
D i r e c t o r , a s r e q u i r e d u n d e r t h i s M a n u a l .
R E J E C T I O N O F P R O P O S A L S
A . T h e E v a l u a t i o n C o m m i t t e e m a y r e j e c t a l l p r o p o s a l s r e c e i v e d t h a t a r e d e t e r m i n e d
n o t t o b e i n t h e c o m p e t i t i v e r a n g e , i n c l u d i n g t h o s e p r o p o s a l s m a d e b y o f f e r o r s
w h o r e f u s e t o e x e c u t e a n y r e a s o n a b l y r e q u i r e d r e p r e s e n t a t i o n s a n d / o r
c e r t i f i c a t i o n s .
B . T h e C o m m i s s i o n , b a s e d u p o n t h e r e c o m m e n d a t i o n o f t h e E v a l u a t i o n C o m m i t t e e
o r t h e E x e c u t i v e D i r e c t o r , m a y r e j e c t a n y o r a l l p r o p o s a l s r e c e i v e d . T h e
E v a l u a t i o n C o m m i t t e e o r E x e c u t i v e D i r e c t o r m a y r e c o m m e n d r e j e c t i o n b y t h e
C o m m i s s i o n b e c a u s e :
1 . A l l o t h e r w i s e a c c e p t a b l e p r o p o s a l s r e c e i v e d a r e a t u n r e a s o n a b l e p r i c e s ;
2 . T h e p r o p o s a l s w e r e n o t i n d e p e n d e n t l y a r r i v e d a t i n o p e n c o m p e t i t i o n ,
w e r e c o l l u s i v e o r w e r e s u b m i t t e d i n b a d f a i t h ; o r
3 . F o r o t h e r r e a s o n s , r e j e c t i o n i s c l e a r l y i n t h e C o m m i s s i o n ' s b e s t i n t e r e s t .
N E G O T I A T I O N ; S E L E C T I O N
T h e m e t h o d s a n d p r o c e d u r e s f o r s e l e c t i o n a n d n e g o t i a t i o n w i l l b e d e t e r m i n e d b y t h e
P r o c u r e m e n t O f f i c e r , i n c o o r d i n a t i o n w i t h t h e u s e r d e p a r t m e n t / p r o j e c t m a n a g e r , a n d s e t
f o r t h i n t h e r e q u e s t f o r p r o p o s a l s .
S P E C I A L P R O V I S I O N S A P P L I C A B L E T O A R C H I T E C T - E N G I N E E R A N D
R E L A T E D S E R V I C E S
A . T h i s S e c t i o n p r e s c r i b e s g u i d e l i n e s a n d r e q u i r e m e n t s f o r t h e p r o c u r e m e n t o f
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 - E " ) a n d r e l a t e d s e r v i c e s . A - E S e r v i c e s a r e d e f i n e d
a s p r o f e s s i o n a l s e r v i c e s o f a n a r c h i t e c t u r a l o r e n g i n e e r i n g n a t u r e t h a t a r e r e q u i r e d
b y l a w t o b e p e r f o r m e d b y a r e g i s t e r e d o r l i c e n s e d a r c h i t e c t o r e n g i n e e r . R e l a t e d
s e r v i c e s i n c l u d e : l a n d s u r v e y i n g a n d c o n s t r u c t i o n p r o j e c t m a n a g e m e n t . F o r t h e
p r o c u r e m e n t o f A - E a n d r e l a t e d s e r v i c e s , t h e P r o c u r e m e n t O f f i c e r s h o u l d f o l l o w
t h e p r o c e d u r e s s e t f o r t h i n t h i s S e c t i o n 8 . 0 , i n a d d i t i o n t o t h e p e r t i n e n t p r o c e d u r e s
s e t f o r t h e l s e w h e r e i n . t h i s C h a p t e r .
B . I f t h e p r o c u r e m e n t i s f o r A - E a n d r e l a t e d s e r v i c e s , t h e s e l e c t i o n m u s t b e b a s e d o n
t h e d e m o n s t r a t e d c o m p e t e n c e a n d q u a l i f i c a t i o n s o f p r o s p e c t i v e c o n t r a c t o r s , a n d
s h o u l d f o l l o w t h e p r o c e d u r e s s e t f o r t h i n G o v e r n m e n t C o d e 4 5 2 5 , e t s e q . , a n d ,
w h e n a p p l i c a b l e , t h e l a w s 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 p r o c u r e m e n t o f d e s i g n -
r e l a t e d s e r v i c e s w i t h f e d e r a l f u n d s ( s e e e . g . , T i t l e 2 3 U . S . C . 1 1 2 , L e t t i n g o f
C o n t r a c t s a n d 2 3 C F R 1 7 2 , A d m i n i s t r a t i o n o f E n g i n e e r i n g a n d D e s i g n R e l a t e d
S e r v i c e C o n t r a c t s ) . T h e s e s e r v i c e s s h o u l d b e a c q u i r e d b a s e d o n a t w o - s t e p , s e a l e d
b i d d i n g p r o c e d u r e , w h e r e b y q u a l i f i c a t i o n s a r e p r e s e n t e d i n a s e p a r a t e s e a l e d
e n v e l o p e f r o m a f i r m ' s p r i c e p r o p o s a l . T h e p r o p o s a l s s h o u l d b e i n i t i a l l y
e v a l u a t e d b a s e d o n q u a l i f i c a t i o n s o n l y , a n d p r i c e n e g o t i a t i o n s s h o u l d b e
c o m m e n c e d w i t h t h e p r o p o s e r d e t e r m i n e d b y t h e C o m m i s s i o n t o b e m o s t
2 8
4 0
qualified. If the Commission is unable to negotiate satisfactory terms, at a fair
and reasonable price, with the proposer considered to be most qualified, then
negotiations should be terminated with that proposer and commenced with the
next most qualified proposer.
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•
•
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"
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C H A P T E R 6 - S I M P L I F I E D P U R C H A S E P R O C E D U R E S
1 . 0 G E N E R A L
A . P r o c u r e m e n t o f m a t e r i a l s , s u p p l i e s , o r s e r v i c e s b y t h e C o m m i s s i o n s h o u l d a d h e r e
t o t h e p r o c e d u r e s i n t h i s M a n u a l , a s d e s c r i b e d i n C h a p t e r 2 , S e c t i o n G . T h e
p r o c e d u r e s e n s u r e t h a t t h e a p p r o p r i a t e a u t h o r i z a t i o n s a r e s e c u r e d f o r t h e t y p e o f
p r o c u r e m e n t m a d e , a n d t h a t t h e m i n i m u m r e q u i r e m e n t s a s s o c i a t e d w i t h t h e
m a t e r i a l s , e q u i p m e n t , s u p p l i e s o r s e r v i c e s r e q u e s t e d a r e p r o c u r e d i n a f a i r a n d
o p e n m a n n e r .
B . T h i s C h a p t e r s e t s f o r t h t h e p r o c e d u r e s f o r s m a l l p u r c h a s e s a n d o t h e r s i m p l i f i e d
p u r c h a s e p r o c e d u r e s . T h e s e p u r c h a s e s s h o u l d b e m a d e c o m p e t i t i v e l y e x c e p t
w h e r e i t i s i n t h e b e s t i n t e r e s t s o f t h e C o m m i s s i o n t o a c c o m p l i s h s u c h p u r c h a s e s
n o n - c o m p e t i t i v e l y . J u s t i f i c a t i o n f o r s u c h n o n - c o m p e t i t i v e p r o c u r e m e n t s h o u l d b e
m a d e , i n w r i t i n g , a n d m a i n t a i n e d i n t h e p r o c u r e m e n t r e c o r d .
2 . 0 R E Q U I R E M E N T S F O R M I C R O P U R C H A S E S
A .
B .
I f t h e p u r c h a s e p r i c e f o r r e q u i r e d s u p p l i e s , e q u i p m e n t , s e r v i c e s a n d / o r m a t e r i a l s i s
c o n s i d e r e d a m i c r o p u r c h a s e a s d e f i n e d i n C h a p t e r 2 , S e c t i o n G , t h e n m u l t i p l e
q u o t e s a r e n o t r e q u i r e d ; h o w e v e r , s u c h p u r c h a s e s s h o u l d b e f a i r l y p r i c e d u s i n g a
p u r c h a s e t e c h n i q u e t h a t b e s t s e r v e s t h e n e e d s o f t h e C o m m i s s i o n , a n d r o t a t e d
a m o n g c o m m e r c i a l v e n d o r s o f f e r i n g c o m p e t i t i v e p r i c i n g .
M i c r o p u r c h a s e s m a y b e a c c o m p l i s h e d b y s e c u r i n g o n e p r o p o s a l o r q u o t a t i o n f r o m
a c o m m e r c i a l v e n d o r o f f e r i n g s u p p l i e s , e q u i p m e n t o r m a t e r i a l s t o t h e p u b l i c i n
s u b s t a n t i a l q u a n t i t i e s a n d t h e p r i c e i s d e e m e d t o b e f a i r a n d r e a s o n a b l e .
C . I f o r a l q u o t e s a r e o b t a i n e d , w r i t t e n r e c o r d o f t h e q u o t e s s h o u l d b e r e t a i n e d . T h e
r e c o r d s h o u l d i n c l u d e , a t a m i n i m u m , v e n d o r n a m e , t e l e p h o n e n u m b e r a n d
a d d r e s s , n a m e o f p e r s o n p r o v i d i n g t h e q u o t e , a n d t e r m s .
3 . 0 U S E O F S M A L L P U R C H A S E P R O C E D U R E S
A . F o r s m a l l p u r c h a s e s a s d e f i n e d i n C h a p t e r 2 , S e c t i o n G , s t a f f s h o u l d o b t a i n a
m i n i m u m o f t h r e e ( 3 ) w r i t t e n q u o t a t i o n s w i t h r e a s o n a b l e e f f o r t s t o i n c l u d e a t l e a s t
o n 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 ) v e n d o r a n d , w h e n p r a c t i c a b l e a n d
a p p r o p r i a t e , a n a w a r d s h o u l d b e m a d e o n t h e b a s i s o f l o w e s t p r i c e .
B . F o r p u b l i c w o r k s p r o j e c t s ( i . e . , m a i n t e n a n c e , r e p a i r o r c o n s t r u c t i o n w o r k ) a n d
p l a n n e d s o l i c i t a t i o n s f o r s e r v i c e s d e f i n e d a s s m a l l p u r c h a s e s i n a c c o r d a n c e w i t h
C h a p t e r 2 , S e c t i o n G , r e v i e w b y t h e P r o c u r e m e n t O f f i c e r p r i o r t o t h e s o l i c i t a t i o n
o f q u o t e s i s r e q u i r e d i n o r d e r t o e n s u r e c o m p l i a n c e w i t h r e l e v a n t i n s u r a n c e
r e q u i r e m e n t s , a p p l i c a b l e l e g a l m a n d a t e s , e . g . , i n s u r a n c e , b o n d i n g , p r e v a i l i n g
w a g e , a n d p a y r o l l r e c o r d s .
C . T h e P r o c u r e m e n t O f f i c e r s h o u l d u s e a n d / o r a u t h o r i z e t h e S m a l l P u r c h a s e
P r o c e d u r e s t h a t a r e m o s t s u i t a b l e , e f f i c i e n t , a n d e c o n o m i c a l b a s e d o n t h e
c i r c u m s t a n c e s o f e a c h p r o c u r e m e n t .
3 0
4 2
4.0 PROHIBITED USE OF SMALL PURCHASE PROCEDURES
The Procurement Officer and or Commission staff may not divide, split or fragment a
procurement totaling more than the Commission's small purchase limitation into several
purchases that are less than the limit in order to use the Small Purchase Procedures.
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C H A P T E R 7 - N O N - C O M P E T I T I V E A N D E M E R G E N C Y
P R O C U R E M E N T S
1 . 0 N O N - C O M P E T I T I V E P R O C U R E M E N T S
A . T h e n o n - c o m p e t i t i v e p r o c u r e m e n t o f g o o d s a n d s e r v i c e s , w h i c h o t h e r w i s e r e q u i r e
c o m p e t i t i v e p r o c u r e m e n t m a y b e a u t h o r i z e d u n d e r o n e o r m o r e o f t h e f o l l o w i n g
c i r c u m s t a n c e s :
1 . T h e C o m m i s s i o n h a s a d v e r t i s e d t h e c o n t r a c t a s r e q u i r e d b y t h i s M a n u a l
a n d h a s u n d e r t a k e n r e a s o n a b l e e f f o r t s t o s o l i c i t p o t e n t i a l c o n t r a c t o r s , b u t
h a s d e t e r m i n e d t h a t c o m p e t i t i o n i s i n a d e q u a t e ;
2 . T h e r e i s o n l y a s i n g l e s o u r c e o f s u p p l y a v a i l a b l e , o r o n l y o n e c o n t r a c t o r i s
q u a l i f i e d t o p r o v i d e t h e s e r v i c e o r p r o d u c t ;
3 . T h e g o o d s o r s e r v i c e s a r e t o b e p r o v i d e d b y a g o v e r n m e n t o r o t h e r p u b l i c
e n t i t y ; _
4 .
5 .
T h e g o o d s o r s e r v i c e s a r e t o b e p r o v i d e d p u r s u a n t t o a n a m e n d m e n t o f a n
e x i s t i n g c o n t r a c t t h a t d o e s n o t m a t e r i a l l y a l t e r t h e t e r m s a n d c o n d i t i o n s o f
t h e c o n t r a c t ( o t h e r t h a n t o e x t e n d t h e t e r m a n d / o r i n c r e a s e c o m p e n s a t i o n t o
p r o v i d e f o r t h e e x t e n d e d t e r m o r f o r a d d i t i o n a l g o o d s / s e r v i c e s t o b e
p r o v i d e d u n d e r s u b s t a n t i a l l y t h e s a m e t e r m s o f t h e o r i g i n a l c o n t r a c t ) ,
p r o v i d e d t h a t s u c h r e n e w a l , e x t e n s i o n o r a m e n d m e n t i s a u t h o r i z e d o r
p e r m i t t e d b y t h e c o n t r a c t ;
T h e e q u i p m e n t t o b e p u r c h a s e d i s o f a t e c h n i c a l n a t u r e a n d t h e
p r o c u r e m e n t t h e r e o f w i t h o u t a d v e r t i s i n g i s n e c e s s a r y i n o r d e r t o a s s u r e
s t a n d a r d i z a t i o n o f e q u i p m e n t a n d i n t e r c h a n g e a b i l i t y o f p a r t s ;
6 . T h e i t e m t o b e p u r c h a s e d i s a c a p i t a l m a i n t e n a n c e i t e m t h a t i s a v a i l a b l e
o n l y f r o m t h e o r i g i n a l m a n u f a c t u r e r o r s u p p l i e r o r i s r e q u i r e d t o m a i n t a i n
s y s t e m o p e r a t i o n a l c o m p a t i b i l i t y a n d c o n n e c t i v i t y w i t h t h e e x i s t i n g
s y s t e m ( s ) ;
7 . T h e c o n t r a c t i s f o r e m p l o y m e n t s e r v i c e s ;
8 . T h e c o n t r a c t i s o n e f o r w h i c h o n l y p e r d i e m a n d t r a v e l e x p e n s e s a r e p a i d
a n d t h e r e i s n o p a y m e n t f o r s e r v i c e s r e n d e r e d ; a n d
9 . T h e C o m m i s s i o n i s p i g g y b a c k i n g o n a n e x i s t i n g a g r e e m e n t b e t w e e n a
c o n t r a c t o r a n d a n y p u b l i c a g e n c y o r e n t i t y w i t h i n t h e C o u n t y o f R i v e r s i d e
a n d / o r t h e C o u n t y o f S a n B e r n a r d i n o , o r o t h e r p u b l i c e n t i t i e s i f : ( a ) t h e
p r o p o s e d C o m m i s s i o n c o n t r a c t i s f o r t h e s a m e m a t e r i a l s c o p e o f w o r k a s
t h e o t h e r c o n t r a c t ; ( b ) t h e p r o p o s e d C o m m i s s i o n c o n t r a c t c o n t a i n s
s u b s t a n t i a l l y t h e s a m e t e r m s a s t h e o t h e r c o n t r a c t ; a n d ( c ) t h e o t h e r
c o n t r a c t w a s c o m p e t i t i v e l y p r o c u r e d i n a c c o r d a n c e w i t h r e q u i r e m e n t s
a p p l i c a b l e t o s u c h o t h e r a g e n c y ' s p r o c u r e m e n t s ; o r
3 2
4 4
10. The provisions listed under Chapter 8, Section 3.0 regarding federally
funded sole source, non-competitive, sole source procurements are
applicable.
11. Except as may otherwise be limited by applicable law, the Commission
determines that a non-competitive procurement is in the public interest and
in the best interest of the Commission.
C. The Executive Director shall have authority to determine that non-competitive
procurements are permitted under paragraph A, subparagraphs (I) through (11)
for contracts for amounts less than or equal to $100,000. Commission approval is
required for contracts over $100,000. Each decision to proceed with a non-
competitive procurement must be supported by a written justification that is
approved by the Executive Director or Procurement Officer, as required under this
Manual.
D. The Procurement Officer will take action, whenever possible and in coordination
with the user department/project manager, to avoid the need to continue to
procure the same supply, service, or construction without competition.
E. A non-competitive or sole source procurement, where competition is legally
required, should not be justified on the basis of any of the following
circumstances:
1. The lack of adequate advance planning for the procurement of the required
commodities, services, or other items;
2. Delays in the procurement caused by administrative delays, lack of
sufficient procurement personnel, or improper handling of procurement
requests or competitive procedures; or
3. Pending expiration of budget authority.
F. The Procurement Officer should ensure that each non-competitive contract
contains all ofthe required clauses, representations, and certifications, in
accordance with the applicable laws, regulations, or Commission adopted policy.
G. The Procurement Officer should ensure that proper records of each non-
competitive procurement are maintained.
2.0 EMERGENCY PROCUREMENTS
A. The Commission may award a contract on an emergency basis if the requirement
is essential to deal with an existing emergency condition, as defined below in
Paragraph "B." The emergency procurement of supplies or services should be
limited to quantities and time periods sufficient to meet the immediate threat and
should not be used to meet long-term requirements.
B. For purposes of an emergency procurement under this Chapter, an "emergency
condition" is a situation (such as a flood, epidemic, riot, equipment failure, or any
other reason declared by the Executive Director) which creates an immediate
threat to the public health, welfare, or safety. The existence of an emergency
condition creates an immediate need for supplies, services, or construction which
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c a n n o t b e m e t t h r o u g h n o r m a l . p r o c u r e m e n t m e t h o d s , a n d t h e J a c k o f w h i c h w o u l d
s e r i o u s l y t h r e a t e n o n e ( 1 ) o r m o r e o f t h e f o l l o w i n g :
1 . T h e h e a l t h o r s a f e t y o f a n y p e r s o n ;
2 . T h e p r e s e r v a t i o n o r p r o t e c t i o n o f p r o p e r t y ;
3 . T h e c o n t i n u a t i o n o f n e c e s s a r y C o m m i s s i o n f u n c t i o n s ; o r
4 . C o n t r a c t d e l a y s t h a t c o u l d r e s u l t i n a n i n c r e a s e t o t h e c o s t o f t h e p r o j e c t .
C . A c o n t r a c t p r o c u r e d o n a n e m e r g e n c y b a s i s s h o u l d n o t b e m o d i f i e d t o e x p a n d t h e
s c o p e o r e x t e n d t h e t i m e o f t h e p r o c u r e m e n t u n l e s s a l i m i t e d n u m b e r o f a d d i t i o n a l
c o m m o d i t i e s , s e r v i c e s , o r o t h e r i t e m s a r e n e e d e d t o f i l l a n o n g o i n g e m e r g e n c y
r e q u i r e m e n t u n t i l r e g u l a r p r o c u r e m e n t a c t i o n p r o c e d u r e s i n i t i a t e d u n d e r o t h e r
C h a p t e r s i n t h i s M a n u a l c a n b e c o m p l e t e d .
D . T h e E x e c u t i v e D i r e c t o r m u s t , a f t e r a n e m e r g e n c y e x p e n d i t u r e i n e x c e s s o f h i s / h e r
d e l e g a t e d s i g n a t u r e a u t h o r i t y , s u b m i t t o t h e C o m m i s s i o n a p r o c u r e m e n t s u m m a r y
e x p l a i n i n g t h e n e c e s s i t y f o r t h e e x p e n d i t u r e .
E .
F .
T h e P r o c u r e m e n t O f f i c e r s h o u l d e n s u r e t h a t e a c h e m e r g e n c y p r o c u r e m e n t
c o n t r a c t c o n t a i n s t h e r e q u i r e d c l a u s e s , r e p r e s e n t a t i o n s , a n d c e r t i f i c a t i o n s , i n
a c c o r d a n c e w i t h t h e r e q u i r e m e n t s o f t h i s M a n u a l .
T h e P r o c u r e m e n t O f f i c e r s h o u l d e n s u r e t h a t p r o p e r r e c o r d s o f e a c h n o n -
c o m p e t i t i v e p r o c u r e m e n t a r e m a i n t a i n e d i n a c c o r d a n c e w i t h t h e r e q u i r e m e n t s o f
t h i s M a n u a l .
3 . 0 W R I T T E N J U S T I F I C A T I O N F O R E M E R G E N C Y A N D O T H E R N O N -
C O M P E T I T I V E P R O C U R E M E N T S
A . I n e a c h i n s t a n c e w h e r e t h e n o n - 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 d u r e s s e t f o r t h i n
t h i s C h a p t e r a r e u s e d , t h e u s e r d e p a r t m e n t / p r o j e c t m a n a g e r i s r e q u i r e d t o p r e p a r e
a w r i t t e n s t a t e m e n t r e c o r d i n g a l l o f t h e f a c t s t h a t p r o v i d e j u s t i f i c a t i o n f o r
p r o c e e d i n g w i t h t h e n o n - c o m p e t i t i v e o r e m e r g e n c y p r o c u r e m e n t .
B . T h e P r o c u r e m e n t O f f i c e r m u s t a p p r o v e t h e j u s t i f i c a t i o n f o r a l l n o n - c o m p e t i t i v e
p r o c u r e m e n t s d e s c r i b e d u n d e r t h i s c h a p t e r b e f o r e s u c h a p r o c u r e m e n t c a n
p r o c e e d .
3 4
4 6
CHAPTER 8-REFERENCES TO APPLICABLE LAWS /REGULATIONS
1.0 GENERAL
A. This Manual lists references to the various federal, state, and local regulations, to
which the Manual was written to conform and/or comply.
B. The Procurement Officer will be responsible, in cooperation with the
Commission's General Counsel, for reviewing these references from time to time
in order to review new requirements and to note updates to the existing
regulations.
2.0 REFERENCES
A.
B.
For the Commission's capital projects and contracts for goods and services
utilizing Federal Transit Administration's (FTA) or Federal Highway
Administration (FHWA) funds, the provisions included in the Manual will apply
only to the extent that they do not conflict with FT A or FHW A requirements,
including the standards of FT A Circular 4220.1 f, or the most current version
thereof, entitled "Third Party Contracting Requirements" or FHW A Form
FHWA-1273 entitled "Required Contract Provisions Federal-Aid Construction
Contracts." In case of any conflict, the applicable federal standards shall govern.
The foregoing documents, though not all-inclusive, set forth requirements that the
Commission must comply with in the solicitation, selection and administration of
contracts funded by the FT A and FHW A, respectively.
For projects funded by Caltrans and/or FHW A, the selection process shall be in
accordance with Chapter 10 of Cal trans' Local Assistance Procedures Manual.
http://www .dot.ca.gov /hg/LocaiPrograms/Jam/prog p/p l Oconsl.pdf.
C. FTA Circular 4220.1 f (or the most current version thereof) sets forth the
requirements the Commission must adhere to in the solicitation, award, and
administration of its third party contracts. FT A Circular 4220.1 f applies to all
FTA grantees and subgrantees that contract with third parties under FT A
assistance programs. ·
a. In addition to the requirements set forth in this Chapter 8, the FT A standards
for competi~ion are set forth generally in Chapter 1 hereof and the FTA
procedures for sealed bid procurements and competitively negotiated
procurements are set forth in Chapters 3 and 5 hereof, respectively.
D. Some of the requirements include the following:
1. Pre-Award Audits. A pre-award (pre-negotiation) audit shall be
completed, as required based on the participating state or federal funds, for
each consultant contract, including those contracts where the consultant
was previously identified as a "high-risk" recipient as described in 49 CFR
Partl8.12.
2. Brooks Act Provisions. The provisions ofthe Brooks Act (40 USC 544)
require local agencies to award federally funded engineering and design
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3 .
4 .
c o n t r a c t s o n t h e b a s i s o f f a i r a n d o p e n c o m p e t i t i v e n e g o t i a t i o n s ,
d e m o n s t r a t e d c o m p e t e n c e , a n d p r o f e s s i o n a l q u a l i f i c a t i o n s ( 2 3 C F R ,
S e c t i o n 1 7 2 ) .
R e q u i r e d C o n t r a c t P r o v i s i o n s / F o r m s i n c l u d e :
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
� " N o t i c e t o P r o p o s e r 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
I n f o r m a t i o n
" S t a n d a r d A g r e e m e n t f o r S u b c o n t r a c t o r / D E E P a r t i c i p a t i o n
" L o c a l A g e n c y P r o p o s e r U D B E C o m m i t m e n t ( C o n s u l t a n t
C o n t r a c t s )
" L o c a l A g e n c y P r o p o s e r D B E I n f o r m a t i o n ( C o n s u l t a n t C o n t r a c t )
" F i n a l R e p o r t - U t i l i z a t i o n o f 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
( D B E ) , F i r s t - T i e r
" S u b c o n t r a c t o r L i s t i n g
b . F e d e r a l L o b b y i n g R e s t r i c t i o n s , T i t l e 3 1 U . S . C . S e c t i o n 1 3 5 2
" N o n - l o b b y i n g C e r t i f i c a t i o n f o r F e d e r a l - a i d C o n t r a c t s
" D i s c l o s u r e o f L o b b y i n g
C a l t r a n s / F W H A A u t h o r i z a t i o n t o P r o c e e d . F H W A o r C a l t r a n s a c t i n g i n
F H W A ' s b e h a l f m u s t g i v e t h e l o c a l a g e n c y a n " A u t h o r i z a t i o n t o P r o c e e d "
w i t h a p r o j e c t p r i o r t o t h e p e r f o r m a n c e o f a n y w o r k f o r w h i c h f e d e r a l
r e i m b u r s e m e n t i s t o b e r e q u e s t e d , i n c l u d i n g t h e p r e - a w a r d a u d i t . C o p i e s o f
t h e " A u t h o r i z a t i o n t o P r o c e e d " a n d t h e c o n s u l t a n t c o n t r a c t m u s t b e
r e t a i n e d i n t h e p r o j e c t f i l e s f o r f u t u r e a u d i t p u r p o s e s .
5 . C e r t i f i c a t i o n o f C o n s u l t a n t a n d L o c a l A g e n c y . T h e P r o c u r e m e n t O f f i c e r
w i l l b e 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 , w h e n r e q u i r e d , t h e c e r t i f i c a t i o n s
s h o w n i n E x h i b i t s 1 0 - F , " C e r t i f i c a t i o n o f C o n s u l t a n t , " a n d 1 0 - G ,
" C e r t i f i c a t i o n o f L o c a l A g e n c y " o f t h e C a l t r a n s L o c a l A s s i s t a n c e
P r o c e d u r e s M a n u a l a r e i n c o r p o r a t e d i n t o t h e s o l i c i t a t i o n a n d e x e c u t e d b y
t h e a p p r o p r i a t e s i g n a t o r i e s .
a . T h e c e r t i f i c a t i o n s m u s t b e e x e c u t e d b y a p r i n c i p a l o r a u t h o r i z e d
c o r p o r a t e o f f i c i a l o f t h e c o n s u l t a n t , a n d b y a p r i n c i p a l a d m i n i s t r a t i v e
o f f i c e r o f t h e g o v e r n m e n t a l a g e n c y r e s p o n s i b l e f o r t h e s e l e c t i o n o f t h e
c o n s u l t a n t . I t i s e s s e n t i a l t h a t t h e s e c e r t i f i c a t i o n s b e p r e s e r v e d i n t h e
p r o j e c t f i l e s .
D . T h o u g h n o t a n a l l - i n c l u s i v e l i s t i n g , t h e f o l l o w i n g l a w s , r e g u l a t i o n s a n d c o d e
s e c t i o n s a r e a p p l i c a b l e t o C o m m i s s i o n c o n t r a c t s :
F e d e r a l S t a t u t e , R e g u l a t i o n s ,
P o l i c i e s , a n d A g r e e m e n t s
3 6
4 8
S u b j e c t
,....----·-·-----·-----·~·····--------···-·-··--·-·-··-·--·---····-··----·····-·--···-··--···-···-··-···----·----·---···------·-·--·--···---···-:. i 49 CFR Part 18 i Administrative Requirements for Grants & Cooperative l
i i Agreements . I
r;f(TcFR-P;rt-26-·--··--·---···-·---·-·--···--·-·rr;;rticip~ti~~-by-Mi;~~ityB~~-i~~-~~-·£;~"t~·;j;·~i;-~~-;-·-· .. --···--·--·--·····-······--··1
i ! Disadvantage Business Enterprise (DBE) Program !
[~..I~-grcu~~-422~!.i=:~~:~~~~~~J:!J!T.~~-~~i~Y~~~~~Y-~~!J..~gi~~g_~I~~~~~~-~-~~~:~~:~=~:~:~~:=~:~::~~~~::::~::=~~~] i FTA Circular 5010.1 x i Grant Management Guidelines i ! M~s~7Ag~~~~-;;-~"t···------.. -.... -----·-l·-:r;;--~~-&-·c~·;:;-dit·i~~~-~T6;~;!~~ .. f\cl;:;·;;:;-;-~t~~1i~;:;--;;TI>~~j~ct~ .. -·-·l
i i Supported & Funded by the FT A I , ...... -...... -... -... ----.. --.. ---·--....... -.. -·-.. ·-·---·T ............ _ .................................................................................................................................................. -......................................... . ! Federal Acquisition Regulation i Federal Acquisition Regulation (FAR) Part 31 -Contract I I j Cost Principles and Procedures j
~----·---~~--~--~----··------~--·---·-----···+·····-----············-·-···········-··········-···········-··················-····---·------·--·······-··--··-·············-··········-·--················-·---·-············~
t 23 U.S.C. 114 I 23 CFR 633 t Form FHWA-1273 entitled "Required Contract Provisions t
L~~ .. Y..:~ .. :.~:} ... !.~ ... !._'!2.~.£.~ ... !.::!.~ ..... J.x~~~~~!.=!.E~ .. f:5?.!l:~!E.l!.~!.ig~ ... ~.~~!E.~~.~~-::'. ....................................................... _,,_, ................ J
CA State Codes Section(s) Sub.iect
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CA State Codes Section(s) '
Public Utilities Code
130232-
130239
Other Persons
Award of Contracts Based On Price or Price and
Other Factors; Bid Security; Emergency
Procurements; Advertising; immediate Remedial
Measures; Rejecting Bids
Subject
Public Utilities Code 130232(c) Authorization of Executive Director for Bid
Expenditures <$50,000.
Public Utilities Code 130232(d) Bid Security for Construction Work >$25,000
3.0 PROCUREMENT BY NON-COMPETITIVE (SOLE SOURCE) PROPOSALS
A. Non-competitive or sole source procurements are accomplished through
solicitation of a proposal from only one source, or after solicitation of a number of
sources, competition is determined inadequate. A contract change that amounts to
a "cardinal change" as defined in FTA Circular 4220.1 f that involves a major
deviation from the original purpose is considered a sole source procurement that
must comply with this subparagraph.
1. Procurement by noncompetitive proposals may be used only when the
award of a contract is infeasible under small purchase procedures, sealed
bids, or competitive proposals and at least one of the following
circumstances applies:
a. The item is available only from a single source;
b. The public exigency or emergency for the requirement will not permit
a delay resulting from competitive solicitation;
c. FTA authorizes noncompetitive negotiations--e.g., if FTA provides a
joint procurement grant or a research project grant with a particular
firm or combination of firms, the grant agreement is the sole source
approval;
d. After solicitation of a number of sources, competition is determined
inadequate; or
e. The item is an associated capital maintenance item as defined. in 49
U.S.C. §5307(a)(1) that is procured directly from the original
manufacturer or supplier of the item to be replaced. The grantee must
first certify in writing to FTA:
i. that such manufacturer or supplier is the only source for such item;
and
ii. that the price of such item is no higher than the price paid for such
item by like customers:
2. A cost analysis, i.e., verifying the proposed cost data, the projections of
the data, and the evaluation of the specific elements of costs and profit, is
required.
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4.0 DISADVANTAGED BUSINESS ENTERPRISE
A. In order to ensure the Commission's compliance with the federal Disadvantaged
Business Enterprise (DBE) Program on all applicable procurements funded with
United States Department of Transportation (DOT) dollars, the Commission will
make reasonable efforts to utilize disadvantaged business enterprises in
compliance with applicable federal regulations.
B. The Commission's procurement process is structured to ensure that its DBE
Program supports the Commission's commitment to promote, foster and utilize
disadvantaged business enterprises as required and defined by applicable federal
regulations.
C. As a condition of funding assistance, and in accordance with DOT Disadvantaged
Business Enterprise regulations published in applicable federal regulations, the
Commission is required to submit for approval a Disadvantaged Business
Enterprise Program and regular DBE goals, which it will make good faith efforts
to achieve through procurement actions carried out under this Manual.
5.0 STATUTORY AND REGULATORY REQUIREMENTS
The Commission shall comply with applicable federal statutory and regulatory
requirements (such as Davis-Bacon Act, Disadvantaged Business Enterprise, Debarment
and Suspension, Clean Air, Environmental and Conservation Requirements, Buy
America and Cargo Preference) in carrying out federally-funded procurement actions
under this Manual.
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C H A P T E R 9 - D I S P O S A L O F S U R P L U S P R O P E R T Y
1 . 0 D E F I N I T I O N S
" S u r p l u s p e r s o n a l p r o p e r t y " s h a l l m e a n p e r s o n a l p r o p e r t y o f t h e C o m m i s s i o n w h i c h i s n o
l o n g e r n e e d e d o r f i t f o r i t s i n t e n d e d p u r p o s e o r h a s e x c e e d e d i t s u s e f u f l i f e .
" S u r p l u s r e a l p r o p e r t y " s h a l l m e a n r e a l p r o p e r t y o f t h e C o m m i s s i o n .
2 . 0 D I S P O S A L O F S U R P L U S R E A L P R O P E R T Y
A . U p o n r e c o m m e n d a t i o n b y t h e E x e c u t i v e D i r e c t o r , d e s i g n a t e d C o m m i s s i o n s t a f f
m a y d i s p o s e o f s u r p l u s r e a l p r o p e r t y i n a c c o r d a n c e w i t h t h e R C T C 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 e c t i o n 8 . 5 , D i s p o s a l o f S u r p l u s P r o p e r t i e s .
3 . 0 D I S P O S A L O F P E R S O N A L P R O P E R T Y
A . U p o n r e c o m m e n d a t i o n 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 a c c o r d a n c e w i t h
a p p l i c a b l e s t a t e o r f e d e r a l f u n d i n g r e q u i r e m e n t s , d e s i g n a t e d C o m m i s s i o n s t a f f
m a y d i s p o s e o f a l l s u r p l u s a n d o b s o l e t e p e r s o n a l p r o p e r t y b y d o n a t i o n , b i d ,
. a u c t i o n , n e g o t i a t e d s a l e o r e x c h a n g e . J f t h e d i s p o s a l o f s u c h i t e m s i s c o n d u c t e d
b y b i d , t h e s a l e s h a l l b e c o n d u c t e d i n a c c o r d a n c e w i t h g e n e r a l l y a c c e p t e d b e s t
p r a c t i c e s a n d 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 . T h e C o m m i s s i o n s t a f f s h a l l
a t t e m p t t o o b t a i n t h e b e s t v a l u e f o r t h e p r o p e r t y t h a t c a n r e a s o n a b l y b e o b t a i n e d .
4 0
5 2
CHAPTER 10-OTHER PROCUREMENT MATTERS
1.0 DISPUTES, CLAIMS AND CHANGES -DEFINITIONS
A. Change Orders-the commercial and technical resolution of a contract
modification that is within the original scope of the contract. The change order
document can be unilateral or bilateral in execution.
B. Potential Claim ~written notice provided to the Commission by the contractor
when the:
1. Parties are unable to reach bilateral agreement on a change andthe
contractor is provided a unilateral change order ("protest"); or,
2. Contractor perceives that it is entitled to additional compensation (time or
money) for something it believes to constitute extra work performed or to
be performed.
C. Claim -differences that have developed during the cont~act, under protest or
under notice of potential claim, which are not resolved at the time the contractor
returns the proposed final pay estimate.
D. Dispute -a disagreement between the parties as to the merits, amount or remedy
arising out of an issue in controversy, including a disagreement regarding a Claim
or asserted default.
E. Amendment - a modification considered outside the original contract scope and
formalized with a bilateral contract change document only. Both parties are
required to execute the document.
2.0 DISPUTES, CLAIMS AND CHANGES -GENERAL
A. The Procurement Officer is responsible for documenting negotiation activities for
the record, and should be present at all professional services and construction
contract negotiations.
B. The Procurement Officer or project manager, as required, prepares the appropriate
documentation (e.g., Change Order Forms) for review and approval by the
Commission's Executive Director or Commission, prior to issuance to the
consultant/contractor for signature. This document includes full definition of
work scope, impact on DBE goals, definition of time and schedule impacts, and
price. The change order language stipulates that the agreed-upon terms are all
inclusive, and no other relief will be available regarding this work.
3.0 TERMINATION
A. All Commission contracts exceeding $25,000 must contain provisions enabling
the Commission to terminate such contracts for the convenience of the
Commission. These provisions should specify the manner in which such
termination will be effected and the basis for settlement. There should also be
included in such contracts appropriate provisions specifying causes for which the
contracts may be terminated for default.
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B . T e . r m i n a t i o n s f o r C o n v e n i e n c e o f t h e C o m m i s s i o n
1 . C o m m i s s i o n c o n t r a c t s w i l l b e t e r m i n a t e d f o r c o n v e n i e n c e o n l y w h e n t h i s
i s d e t e r m i n e d t o b e i n t h e b e s t i n t e r e s t s o f t h e C o m m i s s i o n . I n l i e u o f
i s s u i n g a n o t i c e o f t e r m i n a t i o n f o r c o n v e n i e n c e , t h e P r o c u r e m e n t O f f i c e r
w i l l e f f e c t a n o - c o s t s e t t l e m e n t a g r e e m e n t w h e r e p o s s i b l e a n d a p p r o p r i a t e .
2 . F o r m a l w r i t t e n n o t i c e t o t h e c o n t r a c t o r i s n e c e s s a r y t o t e r m i n a t e a c o n t r a c t
f o r c o n v e n i e n c e . S u c h n o t i c e w i l l s t a t e t h a t t h e c o n t r a c t i s b e i n g
t e r m i n a t e d p u r s u a n t t o t h e t e r m i n a t i o n f o r c o n v e n i e n c e p r o v i s i o n o f t h e
c o n t r a c t , t h e e f f e c t i v e d a t e , t h e e x t e n t o f t e r m i n a t i o n a n d i n s t r u c t i o n s t o
t h e c o n t r a c t o r t o c e a s e p e r f o r m a n c e u n d e r t h e c o n t r a c t .
3 . T h e P r o c u r e m e n t O f f i c e r w i l l n e g o t i a t e a n o - c o s t s e t t l e m e n t w i t h t h e
c o n t r a c t o r i f p o s s i b l e . O t h e r w i s e , t h e P r o c u r e m e n t O f f i c e r w i l l n e g o t i a t e
a n a p p r o p r i a t e s e t t l e m e n t a g r e e m e n t w i t h t h e c o n t r a c t o r p u r s u a n t t o t h e
p r o v i s i o n s o f t h e t e r m i n a t i o n f o r c o n v e n i e n c e c l a u s e o f t h e c o n t r a c t .
C . T e r m i n a t i o n s F o r D e f a u l t
1 .
2 .
I f a c o n t r a c t o r ' s r i g h t t o p r o c e e d i s t e r m i n a t e d f o r d e f a u l t , t h e C o m m i s s i o n
m a y t a k e o v e r a n d c o m p l e t e t h e w o r k o r c a u s e i t t o b e c o m p l e t e d , a n d t h e
c o n t r a c t o r a n d h i s s u r e t i e s , i f a n y , s h a l l b e l i a b l e t o t h e C o m m i s s i o n f o r
a n y i n c r e a s e d c o s t s c a u s e d t h e r e b y . T h e c o n t r a c t o r a n d h i s s u r e t i e s
s h o u l d , i n a d d i t i o n t o i n c r e a s e d c o s t s i n c o m p l e t i n g t h e w o r k , b e l i a b l e f o r
l i q u i d a t e d d a m a g e s , i f l i q u i d a t e d d a m a g e s a r e p r o v i d e d i n t h e c o n t r a c t , o r
f o r a c t u a l d a m a g e s , i f l i q u i d a t e d d a m a g e s a r e n o t s o p r o v i d e d .
I f t h e P r o c u r e m e n t O f f i c e r d e t e r m i n e s t h a t t h e c o n t r a c t o r ' s f a i l u r e t o
p e r f o r m a r i s e s f r o m c a u s e s w h i c h a r e e x c u s a b l e u n d e r t h e t e r m s o f t h e
c o n t r a c t , t h e P r o c u r e m e n t O f f i c e r s h a l l n o t t e r m i n a t e t h e c o n t r a c t o r ' s r i g h t
t o p r o c e e d , n o r s h a l l h e / s h e c h a r g e t h e c o n t r a c t o r w i t h l i q u i d a t e d d a m a g e s
( o r i f n o l i q u i d a t e d d a m a g e s , t h e n a c t u a l d a m a g e s ) b e c a u s e o f a n y d e l a y s
o c c a s i o n e d b y s u c h c a u s e s .
3 . W h e r e t h e s u r e t y d o e s n o t c o m p l e t e p e r f o r m a n c e o f t h e c o n t r a c t , t h e
P r o c u r e m e n t O f f i c e r n o r m a l l y w i l l c o m p l e t e t h e p e r f o r m a n c e o f w o r k b y
a w a r d i n g a n e w c o n t r a c t b a s e d o n t h e s a m e p l a n s a n d s p e c i f i c a t i o n s . S u c h
a w a r d m a y b e t h e r e s u l t o f c o m p e t i t i v e b i d d i n g o r n e g o t i a t i o n ; w h i c h e v e r
p r o c e d u r e i s m o s t a p p r o p r i a t e u n d e r t h e c i r c u m s t a n c e s . T h e P r o c u r e m e n t
O f f i c e r m u s t u s e r e a s o n a b l e d i l i g e n c e t o o b t a i n t h e l o w e s t p r i c e a v a i l a b l e
f o r c o m p l e t i o n .
4 . I f , a f t e r d u e c o n s i d e r a t i o n , t h e P r o c u r e m e n t O f f i c e r d e t e r m i n e s t h a t
t e r m i n a t i o n i s n o t i n t h e b e s t i n t e r e s t o f t h e C o m m i s s i o n a l t h o u g h t h e
c o n t r a c t o r i s i n d e f a u l t , t h e P r o c u r e m e n t O f f i c e r m a y p e r m i t t h e c o n t r a c t o r
t o c o n t i n u e t h e w o r k , a n d t h e c o n t r a c t o r a n d h i s s u r e t i e s s h a l l b e l i a b l e t o
t h e C o m m i s s i o n f o r l i q u i d a t e d d a m a g e s , a s s p e c i f i e d i n t h e c o n t r a c t , o r i f
l i q u i d a t e d d a m a g e s a r e n o t s o s p e c i f i e d , f o r a n y a c t u a l d a m a g e s
o c c a s i o n e d b y t h e f a i l u r e o f t h e c o n t r a c t o r t o c o m p l e t e t h e w o r k i n
a c c o r d 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 .
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4.0
5.0
BONDS, OTHER SECURITIES AND INSURANCE
A. The Commission shall should specify bonding, in compliance with applicable
federal and state requirements for all public works contracts.
B. The Procurement Officer may require any of the following types of security for
any solicitation or contract subject to this Manual, other than a small purchase,
regardless of the estimated amount ofthe contract:
1. Bid bonds;
2. Other bid or proposal security;
3. Construction performance and payment bonds; and
4. Performance or payment bonds or other security on non-construction
contracts.
C. Requirement for Bonds To Be Executed By An Admitted Surety Insurer
I. California Code of Civil Procedure § 995.311 calls for any bond required
on a public works contract to be executed by an admitted surety insurer.
2. The Commission has a duty to verify that an admitted surety insurer
executes the bond. The Procurement Officer shall print out information
from the website of the California Department oflnsurance
(http://www. insurance.ca.gov I docs/FS-CompanyProfiles.htm) confirming
that the surety is an admitted surety insurer and attach it to the bond.
CONTRACT CLOSEOUT
A. A completed contract is one which is both physically and administratively
complete and in which all aspects of contractual performance have been
accomplished, terminated, or otherwise disposed of by contract modification. A
contract is physically complete only after all articles and services called for under
the contract, including such related items as reports, spare parts, and exhibits,
have been delivered to and accepted by the Commission, including those articles
and services for which no specific compensation may have been stipulated. A
contract is administratively complete when all payments have been made and
administrative actions accomplished.
B. The project manager, in cooperation with the Procurement Officer, is responsible
for review of the contract file and obtaining all necessary documentation to ensure
that: (1) all deliverables and/or services (including any reports) required under the
contract have been received and accepted; (2) the terms and conditions of the
contract have been complied with; (3) disposition of accountable property under
the contract has been accomplished; all necessary actions including final payment
and releases required to close the contract are completed and documented.
C. Small purchase files should be cons·idered closed when the Procurement Officer
receives evidence of receipt of property and final payment.
D. A contract file should not be closed in any of the following situations:
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1 . I f t h e c o n t r a c t i s t h e s u b j e c t o f a c l a i m o r d i s p u t e ;
2 . I f t h e c o n t r a c t i s i n l i t i g a t i o n o r u n d e r a p p e a l ; o r
3 . I n t h e c a s e o f a t e r m i n a t i o n , i f a l l t e r m i n a t i o n a c t i o n s h a v e n o t b e e n
c o m p l e t e d .
4 . I f s t a t e o r f e d e r a l a p p r o v a l i s r e q u i r e d a n d h a s n o t b e e n r e c e i v e d .
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5 6
" C H A P T E R l l - P A Y M E N T
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1 . 0 C O M M I S S I O N P A Y M E N T P R O C E S S
A . T h e C o m m i s s i o n w i l l p r o m p t l y p r o c e s s a l l c o n t r a c t p a y m e n t s w i t h n e c e s s a r y
c o n t r o l s t o a s s u r e c o m p l i a n c e w i t h a l l c o n t r a c t t e r m s a n d c o n d i t i o n s i n a c c o r d a n c e
w i t h i n t e r n a l p r o c e d u r e s r e c o m m e n d e d b y t h e C h i e f F i n a n c i a l O f f i c e r a n d
a u t h o r i z e d b y t h e E x e c u t i v e D i r e c t o r .
B . T h e P r o c u r e m e n t O f f i c e r s h o u l d c l e a r l y s p e c i f y i n s o l i c i t a t i o n s a n d c o n t r a c t s t h e
f o r m a n d c o n t e n t o f a n a c c e p t a b l e i n v o i c e , i n c l u d i n g a r e q u i r e m e n t t h a t i n v o i c e s
b e s e q u e n t i a l l y n u m b e r e d , t h a t t h e y c o n t a i n a d a t e a n d c o n t r a c t n u m b e r a n d t h e
s e r v i c e s f o r w h i c h t h e y a r e i n v o i c i n g , t h e p e r i o d o f p e r f o r m a n c e b e i n g i n v o i c e d ,
a n d t o w h o m i n v o i c e s a r e t o b e s e n t .
2 . 0 P R O G R E S S P A Y M E N T S
A . T h e C o m m i s s i o n m a y p r o v i d e f o r p r o g r e s s p a y m e n t s u n d e r c o n t r a c t s t h a t r e q u i r e
l o n g t i m e p e r i o d s t o c o m p l e t e c o n t r a c t p e r f o r m a n c e o r i f t h e u s e o f p r o g r e s s
p a y m e n t s c o n t r i b u t e s t o t h e e f f e c t i v e a n d e f f i c i e n t a d m i n i s t r a t i o n o f
c o n s u l t a n t / c o n t r a c t o r w o r k . P r o g r e s s p a y m e n t s w i l l b e m a d e o n t h e b a s i s o f
a l l o w a b l e c o s t s i n c u r r e d b y t h e c o n s u l t a n t / c o n t r a c t o r , a n d t h e s t a g e o f c o m p l e t i o n
o f t h e c o n t r a c t .
I . C r i t e r i a - C o n t r a c t c l a u s e s p r o v i d i n g f o r p r o g r e s s p a y m e n t s s h o u l d b e
u s e d w h e n t h e i n v e s t m e n t i n w o r k a n d p r o g r e s s i s e x p e c t e d t o b e g r e a t
e n o u g h t o a d d s u b s t a n t i a l c o s t s t o t h e c o n t r a c t o r s t r a i n t h e
c o n s u l t a n t / c o n t r a c t o r ' s c a s h f l o w o r a b i l i t y t o o b t a i n f i n a n c i n g . U n d e r n o
c i r c u m s t a n c e s s h o u l d p a y m e n t s e x c e e d t h e c o n s u l t a n t / c o n t r a c t o r ' s
p h y s i c a l c o m p l e t i o n o f t h e W o r k , n o r s h o u l d t h e y a m o u n t t o a d v a n c e
p a y m e n t s . P r o g r e s s p a y m e n t s c a n b e b a s e d o n a p e r i o d i c v o u c h e r f o r
e x p e n d i t u r e s , a m i l e s t o n e , o r t h e C o m m i s s i o n ' s e s t i m a t e o f w o r k
a c c o m p l i s h e d a s d e f i n e d i n t h e c o n t r a c t .
2 . F o r F e d e r a l l y f u n d e d p r o c u r e m e n t s , t h e C o m m i s s i o n m u s t o b t a i n a d e q u a t e
s e c u r i t y ( i . e . , t i t l e t o w o r k i n p r o g r e s s ; l e t t e r o f c r e d i t ) f o r a n y p r o g r e s s
p a y m e n t s m a d e .
B . P r o g r e s s P a y m e n t s o n P u b l i c W o r k s
I n a c c o r d a n c e w i t h C a l i f o r n i a P u b l i c C o n t r a c t C o d e � 2 0 1 0 4 . 5 0 , t h e C o m m i s s i o n
m u s t m a k e p r o g r e s s p a y m e n t s w i t h i n 3 0 d a y s a f t e r r e c e i p t o f a n u n d i s p u t e d a n d
p r o p e r l y s u b m i t t e d p a y m e n t r e q u e s t f r o m a c o n t r a c t o r o n a c o n s t r u c t i o n c o n t r a c t .
I f t h e C o m m i s s i o n f a i l s t o m a k e t i m e l y p a y m e n t , t h e C o m m i s s i o n m a y b e
r e q u i r e d t o p a y i n t e r e s t t o t h e c o n t r a c t o r e q u i v a l e n t t o t h e l e g a l r a t e s e t f o r t h i n
s u b d i v i s i o n ( s ) o f S e c t i o n 6 8 5 . 0 1 0 o f t h e C o d e o f C i v i l P r o c e d u r e .
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c. Progress Payments and Retentions on Architect, Engineer, and Land Surveyor
Contracts
Pursuant to California Civil Code §3320, for any contract for public works or
improvement, the Commission shall pay to the prime design professional any
progress payment within 30 days of receipt of a written demand for payment in
accordance with the contract, and the final retention payment, if applicable, within
45 days of receipt of a written demand for payment in accordance with the
contract. If any amount is wrongfully withheld or is not timely paid, the prime
design professional should be entitled to a penalty of 1 Y2 percent for the
improperly withheld amount, in lieu of any interest otherwise due, per month for
every month that payment is not made.
3.0 PROMPT PAYMENT TO SUBCONTRACTORS
A.
B.
In accordance with 49 CFR part 26, Commission contracts above the small
purchase threshold must require that the prime contractor or subcontractor shall
pay to any subcontractor, not later than 7 days of receipt of each progress
payment from the Commission, unless otherwise agreed to in writing, the
respective amounts paid to the contractor on account for the work performed by
the subcontractors, to the extent of each subcontractor's interest therein. The
Commission contract may provide that, in the event that there is a good faith
dispute over all or any portion of the amount due on a progress payment from the
prime contractor or subcontractor to a subcontractor, then the prime contractor or
subcontractor may withhold no more than 150 percent of the disputed amount.
The Commission must also require the prompt return ofretainage payments from
the prime contractor to the subcontractor within 10 days after the subcontractor's
work is satisfactorily completed.
4.0 PAYMENT OF RETENTION ON PUBLIC WORKS CONTRACTS
Pursuant to California Public Contract Code § 7107, within 60 days after the date of
completion ofthe work of improvement, the Commission must release any retention
withheld except funds withheld to satisfy outstanding stop notices or otherwise properly
withheld. In the event of a dispute between the Commission and the original contractor,
the Commission may withhold from the final payment an amount not to exceed 150
percent ofthe disputed amount.
5.0 REQUEST FOR PAYMENT CERTIFICATION
A. All contracts above the small purchase threshold may contain a clause, which
requires the contractor to submit with each request for payment, a certification
that the claim for payment is true, correct, and for services rendered and/or
supplies delivered in accordance with the contract.
B. The user department/project manager will disapprove and Accounts Payable will
return unpaid any request for payment which does not contain the certification
when required.
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R e v i s i o n R e v i s i o n s A d o p t e d
N o .
0 A d o p t e d b y t h e C o m m i s s i o n 7 / 1 1 / 1 2
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R E S O L U T I O N N O . 1 2 - 0 1 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 P R O C U R E M E N T P O L I C Y M A N U A L
W H E R E A S , t h e C o m m i s s i o n p r e v i o u s l y a d o p t e d R e s o l u t i o n N o .
9 8 - 0 1 3 , " R e s o l u t i o n o f t h e R i v e r s i d e C o u n t y T r a n s p o r t a t i o n C o m m i s s i o n
A u t h o r i z i n g t h e E x e c u t i v e D i r e c t o r t o S i g n C e r t a i n C o m m i s s i o n C o n t r a c t s " ;
a n d
W H E R E A S , t h e E x e c u t i v e C o m m i t t e e a d o p t e d a P r o c u r e m e n t P o l i c i e s
M a n u a l o n A p r i l 1 1 , 2 0 0 7 ; a n d
W H E R E A S , t h e C o m m i s s i o n w i s h e s t o u p d a t e i t s 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 t o b e a c o m p r e h e n s i v e , u s e f u l f r a m e w o r k f o r t h e
C o m m i s s i o n ' s p r o c u r e m e n t s .
N O W , T H E R E F O R E , 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
d o e s h e r e b y r e s o l v e a s f o l l o w s :
S e c t i o n 1 . T h e p r e v i o u s l y a d o p t e d R e s o l u t i o n N o . 9 8 - 0 1 3 r e g a r d i n g s i n g l e
s i g n a t u r e a u t h o r i t y o v e r c e r t a i n p r o f e s s i o n a l s e r v i c e s a n d
a d m i n i s t r a t i v e c o n t r a c t s i s h e r e b y s u p e r c e d e d a s a r e s u l t o f i t s
i n c o r p o r a t i o n i n t h e r e v i s e d P r o c u r e m e n t P o l i c i e s M a n u a l .
S e c t i o n 2 . T h e P r o c u r e m e n t P o l i c i e s M a n u a l p r e v i o u s l y a d o p t e d o n A p r i l
1 1 , 2 0 0 7 i s h e r e b y r e p l a c e d i n i t s e n t i r e t y b y t h e r e v i s e d
P r o c u r e m e n t P o l i c i e s M a n u a l , s e t f o r t h i n A t t a c h m e n t A ,
a t t a c h e d h e r e t o a n d i n c o r p o r a t e d h e r e i n .
S e c t i o n 3 . 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 h e r e b y
a p p r o v e s a n d a d o p t s t h e P r o c u r e m e n t P o l i c i e s M a n u a l , a s
r e v i s e d , t o b e e f f e c t i v e i m m e d i a t e l y .
6 0
APPROVED AND ADOPTED this 11 1h day of July, 2012.
ATTEST:
Jennifer Harmon
Clerk of the Board
John J. Benoit, Chair
Riverside County Transportation Commission
61
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A G E N D A I T E M 9 " "
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R I V E R S I D E C O U N T Y T R A N S P O R T A T I O N C O M M I S S I O N
D A T E :
T O :
F R O M :
T H R O U G H :
S U B J E C T :
J u n e 2 5 , 2 0 1 2
B u d g e t a n d I m p l e m e n t a t i o n C o m m i t t e e
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
C a t h y B e c h t e l , P r o j e c t D e v e j o p m e n t D i r e c t o r
F i s c a l Y e a r s 2 0 1 3 - 1 7 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 s f o r L o c a l S t r e e t s a n d R o a d 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 t t e e t o :
1 ) A p p r o v e t h e F Y s 2 0 1 3 - 1 7 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 s
( C I P s ) f o r L o c a l S t r e e t s a n d R o a d s a s s u b m i t t e d ; a n d
2 ) F o r w a r d t o t h e C o m m i s s i o n f o r f i n a l a c t i o n .
B A C K G R O U N D I N F O R M A T / O N :
M e a s u r e A i m p o s e s s e v e r a l r e q u i r e m e n t s o n l o c a l a g e n c i e s i n o r d e r t o r e c e i v e l o c a l
s t r e e t s a n d r o a d s f u n d s . F i r s t , 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 c i t i e s a n d
t h e c o u n t y m u s t p a r t i c i p a t e i n e i t h 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 ) o r W e s t e r n R i v e r s i d e C o u n c i l o f G o v e r n m e n t s ( W R C O G )
T r a n s p o r t a t i o n U n i f o r m M i t i g a t i o n F e e ( T U M F ) p r o g r a m . W e s t e r n C o u n t y a g e n c i e s
m u s t a l s o p a r t i c i p a t e 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 M u l t i p l e S p e c i e s H a b i t a t
C o n s e r v a t i o n P l a n m a n a g e d b y t h e W e s t e r n R i v e r s i d e C o u n t y R e g i o n a l
C o n s e r v a t i o n A u t h o r i t y ( R C A ) . S t a f f i s i n t h e p r o c e s s o f o b t a i n i n g c o n f i r m a t i o n
f r o m C V A G , W R C O G , a n d R C A r e g a r d i n g t h e c u r r e n t p a r t i c i p a t i o n i n t h e i r
p r o g r a m s . T h e c i t i e s o f B e a u m o n t a n d L a Q u i n t a a r e n o t T U M F p a r t i c i p a n t s .
A d d i t i o n a l l y , a g e n c i e s a r e r e q u i r e d 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 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 d a n a n n u a l c e r t i f i c a t i o n o f
m a i n t e n a n c e o f e f f o r t ( M O E ) .
O n M a r c h 6 , 2 0 1 2 , s t a f f p r o v i d e d t h e l o c a l a g e n c i e s w i t h 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 f o r l o c a l s t r e e t s a n d r o a d s t o a s s i s t i n p r e p a r a t i o n o f t h e r e q u i r e d C I P .
T h e r e q u i r e d C I P a n d s u p p o r t i n g d o c u m e n t a t i o n h a v e b e e n r e c e i v e d f r o m t h e
f o l l o w i n g l o c a l a g e n c i e s f o r a p p r o v a l :
6 2
A g e n d a I t e m 9
Western County:
• Banning
• Canyon lake
• Eastvale
• Hemet
• Perris
• Riverside
• San Jacinto
Eastern County:
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Cathedral City
Coachella
Desert Hot Springs
Indian Wells
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Menifee
Moreno Valley
Murrieta
Norco
Temecula
Wildomar
Indio
Palm Desert
Rancho Mirage
late submittals for the remaining cities of Blythe, Calimesa, Corona, Jurupa Valley,
lake Elsinore, and Palm Springs, and the county will be presented to the
Commission for approval at subsequent meetings. The FY 2012/13 Measure A
local Streets and Roads disbursements to local agencies with Commission-
approved CIPs are expected to begin in September 2012.
Attachment: FYs 2013-17 Measure A Five-Year CIPs -Posted on the Commission
Website
63
Agenda Item 9
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A G E N D A I T E M 1 0 "
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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 2 5 , 2 0 1 2
T O : B u d g e t a n d I m p l e m e n t a t i o n C o m m i t t e e
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 : 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
S U B J E C T : 2 0 0 9 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 B a s e Y e a r A d j u s t m e n t f o r
C i t y o f B a n n i n g
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 t t e e t o :
1 ) A p p r o v e t h e a d j u s t m e n t t o t h e c i t y o f B a n n i n g ' s ( B a n n i n g ) 2 0 0 9 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 ) b a s e y e a r ; a n d
2 ) F o r w a r d t o t h e C o m m i s s i o n f o r f i n a l a c t i o n .
B A C K G R O U N D I N F O R M A T / O N :
M e a s u r e A i m p o s e s s e v e r a l r e q u i r e m e n t s o n l o c a l a g e n c i e s i n o r d e r t o r e c e i v e l o c a l
s t r e e t s a n d r o a d s f u n d s . T h e 2 0 0 9 M e a s u r e A o r d i n a n c e c o n t i n u e d t h e
� r e q u i r e m e n t f o r l o c a l a g e n c i e s t o m a i n t a i n t h e c u r r e n t c o m m i t m e n t o f l o c a l
d i s c r e t i o n a r y e x p e n d i t u r e s t o w a r d 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 m a i n t e n a n c e
a c t i v i t i e s . T h i s r e q u i r e m e n t i s t o e n s u r e t h a t M e a s u r e A f u n d s s u p p l e m e n t c u r r e n t
e x p e n d i t u r e s , n o t s u p p l a n t . I n a c c o r d a n c e w i t h t h e 2 0 0 9 M e a s u r e A o r d i n a n c e , i f
a l o c a l a g e n c y d o e s n o t m e e t i t s r e s p e c t i v e M O E b a s e y e a r l e v e l i n a g i v e n 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 d i s b u r s e m e n t s w i l l b e w i t h h e l d t h e f o l l o w i n g
y e a r .
- A t i t s J u l y 1 3 , 2 0 1 1 m e e t i n g , t h e C o m m i s s i o n a p p r o v e d t h e 2 0 0 9 M e a s u r e A M O E
b a s e y e a r s f o r e a c h l o c a l a g e n c y . B a n n i n g i s r e q u e s t i n g a n a d j u s t m e n t t o i t s b a s e
y e a r l e v e l , a s i t d i d n o t t a k e i n t o c o n s i d e r a t i o n d e d u c t i o n s f o r
e n g i n e e r i n g / a d m i n i s t r a t i v e o v e r h e a d c o s t s t h a t a r e a l l o w e d b y t h e C o m m i s s i o n ' s
M O E g u i d e l i n e s . B a n n i n g ' s c u r r e n t 2 0 0 9 M e a s u r e A M O E b a s e y e a r i s $ 3 1 6 , 1 8 1 ,
w h i c h i s t h e a m o u n t o f e n g i n e e r i n g / a d m i n i s t r a t i v e o v e r h e a d c o s t s t h a t B a n n i n g
c o u l d h a v e d e d u c t e d i n c a l c u l a t i n g i t s 2 0 0 9 M e a s u r e A M O E b a s e y e a r . B a n n i n g
r e a l i z e s t h a t r e q u e s t i n g t h i s e n t i r e a m o u n t a s a d e d u c t i o n w o u l d b r i n g i t s
2 0 0 9 M e a s u r e A M O E b a s e y e a r t o z e r o ; t h e r e f o r e , t h e C i t y i s r e q u e s t i n g t h a t t h e
2 0 0 9 M e a s u r e A M O E b a s e y e a r b e a d j u s t e d t o $ 1 6 4 , 3 2 5 , w h i c h i s B a n n i n g ' s
1 9 8 9 M e a s u r e A M O E b a s e y e a r .
A g e n d a I t e m 1 0
6 4
Staff supports Banning's request to adjust its 2009 Measure A MOE base year to •
$164,325 effective beginning in FY 2011/12, as it is consistent with the MOE
guidelines and is a reasonable amount compared to its 1 989 Measure A MOE base
year and to other cities of similar size and revenue generation. Should the
Commission approve this recommendation, staff will request Banning to submit its
FY 2012/13 MOE certification to reflect the adjusted amount. The Measure A
audit process will review Hanning's Measure A Capital Improvement Plan
expenditures to ensure the 2009 Measure A MOE base year is met.
There is no financial impact to the Commission related to the adjustment of the
Banning's 2009 Measure A MOE base year.
Attachment: City of Banning Correspondence
Agenda Item 1 0
65
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J u n e 1 8 , 2 0 1 2
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
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
D e a r T h e r e s i a ,
C i t y o f B a n n i n g
F i n a n c e D e p a r t m e n t
T h e C i t y o f B a n n i n g w o u l d l i k e t o r e q u e s t a n a d j u s t m e n t t o o u r 2 0 0 9 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
B a s e Y e a r A m o u n t o f $ 3 1 6 , 1 8 1 .
W h e n w e p r e p a r e d t h e o r i g i n a l M O E w o r k s h e e t w e d i d n o t e x e r c i s e o u r o p t i o n t o t a k e a d e d u c t i o n f o r
e n g i n e e r i n g / a d m i n i s t r a t i v e o v e r h e a d e x p e n s e s n o t a l l o c a t e d t o s p e c i f i c p r o j e c t s . N o t t a k i n g t h i s
d e d u c t i o n c a u s e d o u r M O E r e q u i r e m e n t t o a l m o s t d o u b l e f r o m w h a t i t w a s p r e v i o u s l y ( $ 1 6 4 , 3 2 5 ) .
D u r i n g t h e s e d i f f i c u l t e c o n o m i c t i m e s t h e C i t y ' s G e n e r a l F u n d f i n d s i t s e l f u n a b l e t o m a i n t a i n t h i s h i g h e r
l e v e l o f c o m m i t m e n t . W e r e a l i z e t h a t t a k i n g a d e d u c t i o n o f t h e e n t i r e $ 3 1 6 , 1 8 1 i n
e n g i n e e r i n g / a d m i n i s t r a t i v e c o s t s w o u l d n o t b e f e a s i b l e a s i t w o u l d l e a v e u s w i t h n o M O E r e q u i r e m e n t ,
h o w e v e r , w e w o u l d l i k e t o r e q u e s t t h a t w e b e a l l o w e d t o e x e r c i s e a d e d u c t i o n o f $ 1 5 1 , 8 5 6 i n
e n g i n e e r i n g / a d m i n i s t r a t i v e o v e r h e a d e x p e n s e s n o t a l l o c a t e d t o s p e c i f i c p r o j e c t s , w h i c h w o u l d r e t u r n o u r
M O E r e q u i r e m e n t t o i t s p r e v i o u s a m o u n t o f $ 1 6 4 , 3 2 5 .
T h a n k y o u f o r y o u r c o n s i d e r a t i o n . 9 - - - - - - 1 1 - ( ) w b l t -
V J u n e O v e r h o l t
A d m i n i s t r a t i v e S e r v i c e s D i r e c t o r
9 9 E . R a m s e y S t . " P . O . B o x 9 9 8 " B a n n i n g , C A 9 2 2 2 0 - 0 9 9 8 " { 9 5 1 ) 9 2 2 - 3 1 1 0 " F a x ( 9 5 1 ) 9 2 2 - 3 1 6 5
6 6
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A G E N D A I T E M 1 1
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R I V E R S I D E C O U N T Y T R A N S P O R T A T I O N C O M M I S S I O N
D A T E : J u n e 2 5 , 2 0 1 2
T O : B u d g e t a n d I m p l e m e n t a t i o n C o m m i t t e e
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 : 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
P r o p o s i t i o n 1 B S t a t e - L o c a l P a r t n e r s h i p P r o g r a m F o r m u l a P r o g r a m -
S U B J E C T : C o a c h e l l a V a l l e y A s s o c i a t i o n o f G o v e r n m e n t s ' P r o j e c t
R e c o m m e n d a t i o n 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 t t e e t o :
1 ) A p p r o v e p r o g r a m m i n g S t a t e - L o c a l P a r t n e r s h i p P r o g r a m ( S L P P ) f o r m u l a f u n d s
f o r t h e f o l l o w i n g s i x C o a c h e l l a V a l l e y p r o j e c t s a s s u b m i t t e d b y t h e C o a c h e l l a
V a l l e y A s s o c i a t i o n o f G o v e r n m e n t s ( C V A G ) :
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M o n t e r e y A v e n u e i n t e r c h a n g e l o o p r a m p ;
V a r n e r R o a d / J e f f e r s o n S t r e e t i n t e r s e c t i o n i m p r o v e m e n t s ;
M o n r o e S t r e e t w i d e n i n g a n d i n t e r s e c t i o n i m p r o v e m e n t s ( A v e n u e 4 9 t o
A v e n u e 5 2 ) ;
" F r e d W a r i n g D r i v e m e d i a n w i d e n i n g ( A d a m s S t r e e t t o P o r t M a r i a
R o a d ) ;
" H i g h w a y 1 1 1 w i d e n i n g a n d i n t e r s e c t i o n i m p r o v e m e n t s ( C o o k S t r e e t t o
H o s p i t a l i t y R o w ) ;
" H i g h w a y 1 1 1 / W a s h i n g t o n S t r e e t i n t e r s e c t i o n i m p r o v e m e n t s ;
2 ) A u t h o r i z e s t a f f p e r C V A G d i r e c t i o n t o s u b m i t a d d i t i o n a l e l i g i b l e p r o j e c t s o r
r e v i s e f u n d i n g a m o u n t s t o t h e a b o v e p r o j e c t s i n t h e e v e n t a d d i t i o n a l S L P P
f u n d s a r e a v a i l a b l e t h r o u g h p r o j e c t s a v i n g s o r 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 ) f o r m u l a a l l o c a t i o n s ;
3 ) S u b m i t t h e C V A G S L P P f o r m u l a p r o j e c t s t o t h e C T C f o r p r o g r a m m i n g ; a n d
4 ) F o r w a r d t o t h e C o m m i s s i o n f o r f i n a l a c 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 :
T h e H i g h w a y S a f e t y , T r a f f i c R e d u c t i o n , A i r Q u a l i t y , a n d P o r t S e c u r i t y B o n d A c t o f
2 0 0 6 , a p p r o v e d b y t h e v o t e r s a s P r o p o s i t i o n 1 B o n N o v e m b e r 7 , 2 0 0 6 , a u t h o r i z e d
$ 1 b i l l i o n t o b e d e p o s i t e d i n t h e S L P P a c c o u n t . T h e C T C i s r e s p o n s i b l e f o r
a d m i n i s t e r i n g a n d a l l o c a t i n g t h e s e f u n d s o v e r a f i v e - y e a r p e r i o d b e t w e e n 2 0 0 9 a n d
2 0 1 3 . T h e f u n d s a r e d i v i d e d b e t w e e n t w o p r o g r a m s - c o m p e t i t i v e a n d f o r m u l a .
T h e c o m p e t i t i v e g r a n t p r o g r a m i s a d i s c r e t i o n a r y p r o g r a m , a n d p r o j e c t s a r e
A g e n d a I t e m 1 1
6 7
submitted by local agencies directly to the CTC for selection. For the formula •
program, the CTC determines a funding share for each eligible applicant with a
voter-approved tax or toll that was approved prior to the adoption of the funding.
Therefore, the Commission is the eligible applicant for programming the SLPP
formula funding share in Riverside County.·
SLPP guidelines require formula funds to be matched on s 50-50 basis (match must
be Measure A funds) and used for the construction phase only. To date, the
Commission's SLPP formula programming balance is. $42,294,000. SLPP bond
funding expires on December 31, 2013. The CTC requires all programming and
allocation requests be made by June 2013, to prevent the bond funds from lapsing.
At its March meeting, the Commission approved the following four Western County
projects as candidates for SLPP funding:
• Perris Valley Line;
• SR-91 Capital Improvement Project;
• Interstate 21 5 Central widening from Scott Road to Nuevo Road; and
• Foothill Parkway extension.
CVAG submitted the following projects for programming SLPP formula funding:
Estimated Measure A SLPP Agency Project Improvements Construction Share Share Cost
Palm Desert Monterey Avenue
interchange loop ramp $ 5,600,000 $ 2,800,000 $ 2,800,000
Indio Varner Road/Jefferson
Street intersection 4,500,000 2,250,000 2,250,000
Indio Monroe Street (Ave 49
to 52) widening and
intersection 2,750,000 1,375,000 1,375,000
Riverside Fred Waring Drive
County (Adams Street to Port
Maria Road) median
widening 8,000,000 4,000,000 4,000,000
Indian Wells Highway 111 /Cook
Street to Hospitality
Row widening and
intersection 3,100,000 1,550,000 1,550,000
La Quinta Highway 111 I
Washington Street
intersection 566,000 283,000 283,000
Total $ 24,516,000 $ 12,258,000 $ 12,258,000
Agenda Item 11
68
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"
P r o j e c t s c o m p l e t i n g t h e e n v i r o n m e n t a l p h a s e c a n b e s u b m i t t e d t o t h e C T C f o r
p r o g r a m m i n g . O n c e p r o j e c t s c o m p l e t e t h e d e s i g n a n d r i g h t o f w a y p h a s e s , p r o j e c t
s p o n s o r s c a n r e q u e s t a l l o c a t i o n o f f u n d s . P r o j e c t s c a n b e g i n a d v e r t i s e m e n t a f t e r
t h e C T C a l l o c a t e s t h e f u n d s .
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 C V A G ' s p r o p o s e d p r o j e c t s f o r S L P P F o r m u l a f u n d i n g
t o t a l i n g $ 1 2 , 2 5 8 , 0 0 0 . S t a f f w i l l m o n i t o r t h e p r o j e c t s t o e n s u r e t h a t t h e a l l o c a t i o n
d e a d l i n e i s m e t a n d w i l l r e p o r t o n t h e p r o g r e s s o f a l l S L P P p r o j e c t s b y t h e J a n u a r y
2 0 1 3 C o m m i s s i o n m e e t i n g .
T h e r e i s n o f i n a n c i a l i m p a c t t o t h e C o m m i s s i o n .
A g e n d a I t e m 1 1
6 9
"
A G E N D A I T E M 1 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 2 5 , 2 0 1 2
T O : B u d g e t a n d I m p l e m e n t a t i o n C o m m i t t e e
F R O M : J o s e 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 : 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
S U B J E C T : R i v e r s i d e C o u n t y T r a n s i t S e r v i c e s F u n d i n g A l l o c a t i o n f o r F i s c a l
Y e a r 2 0 1 2 / 1 3
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 t t e e t o :
1 ) C o n d u c t a p u b l i c h e a r i n g a t t h e J u l y C o m m i s s i o n m e e t i n g o n t h e p r o p o s e d
S e c t i o n 5 3 0 7 P r o g r a m o f P r o j e c t s ( P O P ) ;
2 ) A p p r o v e t h e F Y 2 0 1 2 / 1 3 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 ' s ( F T A ) S e c t i o n
5 3 0 7 a n d 5 3 1 1 P O P f o r R i v e r s i d e C o u n t y ;
3 ) A p p r o v e t h e F Y 2 0 1 2 ! 1 3 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 ) 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 ) f u n d a l l o c a t i o n s f o r t r a n s i t ;
4 )
5 )
6 )
D i r e c t s t a f f t o a d d p r o j e c t s i n 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 I m p r o v e m e n t
P r o g r a m ( F T I P ) ;
A d o p t R e s o l u t i o n N o . 1 2 - 0 2 2 , " R e s o l u t i o n o f t h e R i v e r s i d e C o u n t y
T r a n s p o r t a t i o n C o m m i s s i o n t o A l l o c a t e S t a t e T r a n s i t A s s i s t a n c e F u n d s " ; a n d
F o r w a r d t o t h e C o m m i s s i o n f o r f i n a l a c 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 :
T h e C o m m i s s i o n m a i n t a i n s i t s i m m e d i a t e f o c u s b y p r o v i d i n g b a s i c m o b i l i t y s e r v i c e s
t 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 , i m p r o v i n g t h e q u a l i t y a n d c o s t e f f e c t i v e n e s s o f
t h e c o u n t y ' s t r a n s i t s y s t e m , m a x i m i z i n g r i d e r s h i p p o t e n t i a l a n d s u s t a i n i n g o n - g o i n g
s e r v i c e c o o r d i n a t i o n e f f o r t s . T h r o u g h t h e a n n u a 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 )
p r o c e s s , 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 s u b s i d i e s c o n s i s t i n g o f 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 a r e a l l o c a t e d t o e i g h t t r a n s i t o p e r a t o r s p r o v i d i n g p u b l i c
t r a n s p o r t a t i o n i n R i v e r s i d e C o u n t y . A t i t s J u n e 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 i n c o n c e p t t h e F Y 2 0 1 2 / 1 3 - F Y 2 0 1 4 / 1 5 S R T P s f o r 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 ; 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 ; 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 ( P V V T A ) ; 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 ) ; a n d S u n l i n e T r a n s i t A g e n c y ( S u n l i n e ) . T h e a p p r o v e d S R T P s i d e n t i f y e a c h
a g e n c y ' s o p e r a t i n g a n d c a p i t a l n e e d s a n d f u n d i n g s o u r c e s p r o v i d i n g t h e b a s i s f o r
A g e n d a I t e m 1 2
7 0
the Commission's oversight actrvrtres to ensure
regulations, the Transportation Development Act
Commission-adopted guidelines and policies.
compliance with federal
(TDA), state law, and
In January 2012, the Commission received information on the FY 2012/13 revenue
projections, which indicated an increase of approximately 8 percent in both L TF
and Measure· A funding compared to the FY 2011/12 original estimates. The
California State Controller's office also released the ST A preliminary . allocation
estimates for the region for FY 201 2/1 3 providing a second year continuation of
STA funding for transit since the temporary allocation freeze in 2010 and 2011.
Recently, Caltrans and California Emergency Management Agency (Cal EMA) also
started distributing partial Proposition 1 B funding for transit based on available
proceeds. from the most recent bond sale. With these recent gains in transit
revenues, public operators are able to continue implementing the planned capital
procurements that have been placed on hold during the recession period. However,
the progress in the local economic outlook cannot allow the Commission to
discontinue the current conservative management of transit funds in Riverside
County. There is a need to continue these practices to ensure that bus and rail
services in the county are operating in a cost-effective and efficient manner in
order to sustain and improve current service and avoid any further cuts in trans.it
provision.
SRTP Financial and Ridership Overview
Approximately $372 million in total funding is required to support the operating and
capital requests for the provision of Riverside County transit services. The
following table provides an overview of the total operating and capital costs
together with projected ridership levels by apportionment area.
Agenda Item 1 2
71
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F Y 2 0 1 2 1 1 3 O p e r a t i n g , C a p i t a l a n d R i d e r s h i p P r o j e c t i o n s
W e s t e r n R i v e r s i d e C o a c h e l l a P a l o V e r d e T o t a l
E x p e n s e T y p e B u s I R a i l V a l l e y V a l l e y
O p e r a t i n g $ 6 6 , 1 0 8 , 1 8 2 1 $ 2 0 , 6 5 5 , 9 0 0 $ 2 2 , 2 7 6 , 9 9 3 $ 8 8 5 , 7 9 9 $ 1 0 9 , 9 2 6 , 8 7 4
C a p i t a l 2 1 . o o 8 , 4 4 8 I 2 0 2 , 6 7 2 , 2 7 6 2 , 7 3 4 , 0 3 8 3 3 6 , 7 2 8 2 2 6 , 7 5 1 , 4 9 0
T o t a l ( O p e r a t i n g & C a p i t a l ) $ 8 7 , 1 1 6 , 6 3 0 1 $ 2 2 3 , 3 2 8 , 1 7 6 $ 2 5 , 0 1 1 , 0 3 1 $ 1 , 2 2 2 , 5 2 7 $ 3 3 6 , 6 7 8 , 3 6 4
L e v e r a g e o f C o m m u t e r I $ � 3 5 , 0 3 5 , 2 o o R a i l F u n d s * $ 3 5 , 0 3 5 , 2 0 0
G R A N D T O T A L $ 8 7 , 1 1 6 , 6 3 0 I $ 2 5 8 , 3 6 3 , 3 7 6 $ 2 5 , 0 1 1 , 0 3 1 $ 1 , 2 2 2 , 5 2 7 $ 3 7 1 , 7 1 3 , 5 6 4
F Y 2 0 1 2 1 1 3 P r o j e c t e d I
R i d e r s h i p 9 , 4 5 5 , 1 7 9 1 3 , 1 7 5 , 0 7 6 4 , 6 3 6 , 9 1 8 4 4 , 4 5 9 1 7 , 3 1 1 , 6 3 2
* L A M e t r o , O C T A & S A N B A G ' s s h a r e a n d p a s s e n g e r f a r e r e \ � n u e s f o r C o m m u t e r R a i l e x p e n s e s
D e s p i t e a l a g g i n g e c o n o m y t h a t r e m a i n e d c o n s t r a i n e d a n d u n s t a b l e , F Y 2 0 1 1 / 1 2 i s
s h o w i n g a n a l l - t i m e r i d e r s h i p r e c o r d o f a b o u t 1 7 m i l l i o n p a s s e n g e r s i n R i v e r s i d e
C o u n t y , a n i n c r e a s e o f 7 p e r c e n t o v e r F Y 2 0 1 0 / 1 1 . L i k e w i s e , t h e f u n d i n g p l a n f o r
F Y 2 0 1 2 / 1 3 a s s h o w n i n A t t a c h m e n t 4 i s p r o j e c t e d t o g e n e r a t e 1 7 . 3 m i l l i o n i n
r i d e r s h i p , s l i g h t l y 1 . 7 p e r c e n t h i g h e r t h a n t h e r i d e r s h i p f o r e c a s t f o r F Y 2 0 1 1 / 1 2 .
F u n d i n g l e v e l s f o r n e x t y e a r ' s t r a n s i t o p e r a t i o n s r e f l e c t a s y s t e m w i d e i n c r e a s e o f
7 . 8 p e r c e n t i n t o t a l o p e r a t i n g e x p e n s e s a n d a s u b s t a n t i a l j u m p o f 1 2 2 p e r c e n t i n
c a p i t a l e x p e n d i t u r e s m a i n l y d u e t o e x p e n s e s a s s o c i a t e d w i t h t h e 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 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 m p l e t i o n o f
e n v i r o n m e n t a l a s s e s s m e n t f o r t h e P e r r i s V a l l e y L i n e ( P V L ) e x t e n s i o n p r o j e c t f u n d e d
w i t h a c o m b i n a t i o n o f f e d e r a l S e c t i o n 5 3 0 9 , 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 ) , 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 n d M e a s u r e A f u n d s .
R T A i s c o n t i n u i n g t o i m p l e m e n t a m a j o r v e h i c l e p u r c h a s e o f h e a v y d u t y b u s e s
f u n d e d w i t h a c o m b i n a t i o n o f s t a t e , l o c a l a n d f e d e r a l s o u r c e s i n c l u d i n g a v a i l a b l e
l o c a l f u n d r e s e r v e s .
F Y 2 0 1 2 / 1 3 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 o i m p l e m e n t t h e S R T P s f o r F Y 2 0 1 2 / 1 3 , t h e r e q u e s t i s t o u t i l i z e a p p r o x i m a t e l y
$ 1 1 0 m i l l i o n f o r o p e r a t i n g a n d $ 2 2 7 m i l l i o n f o r c a p i t a l i n a d d i t i o n t o t h e
$ 3 5 m i l l i o n s h a r e f r o m L o s A n g e l e s 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 ( M e t r o ) ,
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 ) . 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 ( S A N B A G ) t o l e v e r a g e t h e C o m m u t e r R a i l P r o g r a m . T h e c h a r t b e l o w
p r o v i d e s a n o v e r v i e w o f 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 b y f u n d i n g s o u r c e r e q u i r e d
t o s u p p o r t t h e c o u n t y ' s t r a n s i t o p e r a t i o n s .
A g e n d a I t e m 1 2
7 2
!RIVERSIDE COUNTY: FY 2012/13 OPERATING and CAPITAL COSTS I
TDA (LTF & STA
$72,655,630' 20%
Carryover Funds
(L TF/5307/5309/Sec5316
5317/TUMF/CMAQ},
$8,771,230' 2%
Passenger
$37,059,203' 10%
Sec 5316 & 5317,
$1,083,315, less than
CMAQ & SliP Funds,
$85,069,000' 23%
Federal Formula Funds
(Sec 5307 & 5311),
$19,702,324 ' 5%
Federa~Oiscretionary Funds
(Sec5309),
$73,376,000' 20%
Proposition 18
'-.(C:apit;>I+Se'curi1ty), $2,011,382
,1%
Of the $372 million operating and capital costs identified in the chart,
approximately $67.5 million ( 18 percent) is funded by:
• Passenger fares -$37 million;
• Commuter rail member agencies' revenue share -$19 million;
• Carryover funds -L TF/5307 /5309/5316 and 5317 /CMAQ/Transportation
Uniform Mitigation Fees -$8.8 million; and
• Miscellaneous other revenues -bus shelter advertising, general fund
contributions, Transportation Reimbursement and Information Project
revenue, Southern California Regional Rail Authority pass-through funds for
security guards, pass-through funds from Measure A Western County
Commuter Assistance funds for the Perris Station Transit Center,
compressed natural gas sales, CaiPERS reimbursement, and interest income
-$2.7 million.
The remaining balance of approximately $304 million (82 percent) consists of
federal, state, and local funds, including Proposition 1 B, CMAQ and STIP funds
that are primarily allocated through Commission action.
Agenda Item 1 2
73
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•
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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 F u n d i n g
A m a i n s t a y o f f u n d i n g f o r t r a n s i t p r o g r a m s i n C a l i f o r n i a i s p r o v i d e d b y T D A , w h i c h
p r o v i d e s t w o f u n d i n g s o u r c e s - L T F a n d S T A f o r t r a n s i t c a p i t a l , o p e r a t i o n s , a n d
p l a n n i n g .
T h e L T F f u n d s a r e g e n e r a t e d b y a q u a r t e r c e n t o f t h e s t a t e w i d e r e t a i l s a l e s t a x
c o l l e c t e d i n e a c h c o u n t y . 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 t u r n s t h e s a l e s t a x
r e v e n u e s t o t h e c o u n t y o f R i v e r s i d e w h e r e i t i s h e l d u n t i l t h e C o m m i s s i o n p r o v i d e s
w r i t t e n a l l o c a t i o n i n s t r u c t i o n s f o r d i s b u r s e m e n t . I t i s e s t i m a t e d t h a t L T F r e v e n u e
f o r t r a n s i t s e r v i c e s f o r F Y 2 0 1 2 / 1 3 w i l l b e $ 5 6 , 8 4 0 A 9 0 , r e f l e c t i n g a 7 . 7 p e r c e n t
i n c r e a s e c o m p a r e d t o t h e o r i g i n a l p r o j e c t e d a m o u n t f o r F Y 2 0 1 1 / 1 2 , a n d i s
c o n s i s t e n t w i t h t h e r e v e n u e p r o j e c t i o n p r o v i d e d a t i t s J a n u a r y 2 0 1 2 C o m m i s s i o n
m e e t i n g .
S T A f u n d i n g i s d e r i v e d f r o m 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 f t y p e r c e n t o f
S T A f u n d s a r e a l l o c a t e d a c c o r d i n g t o p o p u l a t i o n a n d t h e o t h e r f i f t y p e r c e n t i s
a l l o c a t e d a c c o r d i n g t o t h e r a t i o o f f a r e r e v e n u e s g e n e r a t e d i n e a c h a r e a d u r i n g t h e
p r i o r f i s c a l y e a r . F o r R i v e r s i d e C o u n t y , t h e r e i s a p p r o x i m a t e l y $ 2 4 . 7 m i l l i o n i n S T A
u n a l l o c a t e d r e s e r v e f u n d s p r o j e c t e d a t t h e e n d o f F Y 2 0 1 1 / 1 2 . A d d i t i o n a l r e v e n u e s
o f $ 1 2 . 8 m i l l i o n a r e a n t i c i p a t e d i n F Y 2 0 1 2 / 1 3 f o r a t o t a l a v a i l a b l e a m o u n t o f
$ 3 7 . 5 m i l l i o n . A b o u t $ 7 . 7 m i l l i o n o f t h i s f u n d b a l a n c e w i l l b e u t i l i z e d b y c o u n t y
t r a n s i t o p e r a t o r s f o r v a r i o u s c a p i t a l p r o j e c t s i n F Y 2 0 1 2 / 1 3 . P r i o r t o a p p r o v i n g t h e
S T A a l l o c a t i o n s , t h e C o m m i s s i o n m u s t a d o p t t h e a t t a c h e d r e s o l u t i o n a s s p e c i f i e d i n
t h e T D A s t a t u t e s a n d C a l i f o r n i a C o d e o f R e g u l a t i o n s . I n M a r c h 2 0 1 0 , t h e
C o m m i s s i o n a d o p t e d a r e v i s e d p o l i c y r e q u i r i n g a l l o p e r a t o r s t o s p e n d d o w n e x i s t i n g
c a p i t a l b a l a n c e s p r i o r t o r e q u e s t i n g a d d i t i o n a l f u n d s .
I n o r d e r f o r t h e p u b l i c t r a n s i t o p e r a t o r s t o c l a i m L T F a n d / o r S T A f u n d s , t h e
C o m m i s s i o n m u s t a l l o c a t e f u n d s t o s u p p o r t t h e t r a n s i t s e r v i c e s a n d c a p i t a l p r o j e c t s
c o n t a i n e d i n t h e F Y 2 0 1 2 / 1 3 S R T P s . T h e r e q u e s t e d a l l o c a t i o n s n e e d t o b e
c o n s i s t e n t w i t h t h e a p p r o v e d S R T P s , a n d t h e f u n d s a r e e x p l i c i t l y f o r t h e p r o j e c t s
s t a t e d i n t h e a p p r o v e d p l a n s . A t t a c h m e n t 3 o u t l i n e s t h e T D A a l l o c a t i o n s f o r
F Y 2 0 1 2 / 1 3 r e q u e s t e d b y e a c h o p e r a t o r .
M e a s u r e A F u n d i n g
A n o t h e r p r i m a r y s o u r c e o f f u n d i n g f o r t r a n s i t c o m e s f r o m M e a s u r e A - t h e h a l f
c e n t s a l e s t a x t r a n s p o r t a t i o n i n i t i a t i v e i n R i v e r s i d e C o u n t y . T h e p u b l i c t r a n s i t
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 C o a c h e l l a V a l l e y p r o v i d e f u n d i n g f o r c o m m u t e r
r a i l , p u b l i c b u s a n d s p e c i a l i z e d t r a n s i t , a n d i n t e r c i t y b u s s e r v i c e s . A b o u t
1 3 p e r c e n t o f t h e F Y 2 0 1 2 / 1 3 p r o p o s e d o p e r a t i n g a n d c a p i t a l s p e n d i n g p l a n w i l l b e
c o v e r e d b y M e a s u r e A f u n d s . M e a s u r e A a m o u n t s p r o g r a m m e d f o r p u b l i c t r a n s i t
a r e o u t l i n e d a s f o l l o w s :
A g e n d a I t e m 1 2
7 4
Agency
Commuter Rail
RTA
Sun Line
Total
Proposition 1 B Funding
Measure A Requested Funds
$
$
Amount
43,052,000
2,675,640
4,500,000
50,227,640
Proposition 1 B approved by California voters in November 2006, authorizes the
sale of $20 billion in state general obligation bonds for transportation purposes.
Sale of the bonds is subject to annual appropriations in the state budget and is
expected to be spread across several fiscal years. Bond proceeds are to fund
various transportation programs, including the Proposition 1 B Public Transportation,
Modernization, Improvement, and Service Enhancement program administered by
Caltrans and the California Transit Security Grant Program managed by Cal EMA.
For FY 2011/12, Riverside County was appropriated approximately $1.8 million in
Proposition 1 B Security funds. About $44.6 million in Proposition 1 B Capital
funding was also appropriated to the region to cover a three-year spending plan for
FY 2010/11 -FY 2012/13. Although each region is guaranteed a share of
•
Proposition 1 B funds by formula, these funds will be distributed as honds are sold. •
Recent release of Proposition 1 B funds in May 201 2 from Caltrans included about
$16.3 million awarded to some transit agencies in Riverside County for various
capital projects.
Outlined below are amounts of Proposition 1 B funds programmed by agencies for
FY 2012/13:
Proposition 1 B
Agency Capital Security
City of Corona $ 217,497 $
City of Riverside 979,650 47,545
Commuter Rail 350,248
Sunline 394,714
PVVTA 21,728
Total $ 1,197,147 $ 814,235
The Proposition 1 B program does not require agencies to provide matching funds.·
The city of Corona programmed its Proposition 1 B FY 2009/1 0 capital allocation to
purchase a new reservation and dispatch system. The city of Riverside partially
programmed its FY 2011/12 funds to procure six dial-a-ride replacement vehicles
and the remaining funds including previous FY 2009/1 0 funding will be spent to
modernize and expand its operations facility. Approximately $350,000 in
Agenda Item 1 2
75
•
" P r o p o s i t i o n 1 B S e c u r i t y f u n d s a r e p r o g r a m m e d b y 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
f o r s t a t i o n s u r v e i U a n c e a n d s e c u r i t y u p g r a d e s . S u n l i n e , P V V T A , a n d t h e c i t y o f
R i v e r s i d e w i l l u s e a p p r o x i m a t e l y $ 4 6 4 , 0 0 0 f o r t r a n s i t s t o p e n h a n c e m e n t s a n d
v a r i o u s s e c u r i t y p r o j e c t s .
"
"
F Y 2 0 1 2 / 1 3 F e d e r a l F u n d s
S e c t i o n 5 3 0 7 F o r m u l a F u n d s
F T A ' s S e c t i o n 5 3 0 7 f u n d s . a r e p r o v i d e d t o u r b a n i z e d a r e a s , a s i d e n t i f i e d b y t h e
C e n s u s B u r e a u , w i t h a p o p u l a t i o n o f 5 0 , 0 0 0 o r m o r e . T h e s e f e d e r a l f u n d s a r e
a l l o c a t e d b y f o r m u l a s t o e a c h o f t h e f o u r u r b a n i z e d a r e a s ( U Z A ) i n R i v e r s i d e
C o u n t y , n a m e l y :
" R i v e r s i d e / S a n B e r n a r d i n o ;
" H e m e t / S a n J a c i n t o ;
" T e m e c u l a / M u r r i e t a ; a n d
" I n d i o / C a t h e d r a l C i t y / P a l m S p r i n g s .
T h e C o m m i s s i o n m u s t d e v e l o p a n d a p p r o v e a P O P f o r e a c h U Z A a n d c o n d u c t a
p u b l i c h e a r i n g p r i o r t o a n o p e r a t o r s u b m i t t i n g i t s S e c t i o n 5 3 0 7 g r a n t a p p l i c a t i o n t o
F T A . I f t h e d r a f t P O P i s n o t a m e n d e d t h r o u g h t h e p u b l i c h e a r i n g p r o c e s s , t h e P O P
w i l l b e c o m e f i n a l a s p r e s e n t e d a n d w i l l b e i n c l u d e d i n a n a p p r o v e d R T I P , w h i c h i s
s u b s e q u e n t l y f o r w a r d e d t o t h e S o u t h e r n 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 ) f a r r e v i e w a n d p r o c e s s i n g . A t t a c h m e n t 2 s h o w s t h e p r o p o s e d S e c t i o n
5 3 0 7 P O P f o r R i v e r s i d e C o u n t y . R e q u e s t e d S e c t i o n 5 3 0 7 f u n d s b y o p e r a t o r a r e
s h o w n b e l o w :
A g e n c y
C i t y o f R i v e r s i d e
R T A
S u n l i n e
T o t a l
F Y 2 0 1 2 / 1 3 S e c t i o n 5 3 0 7 R e q u e s t e d F u n d s
$
$
A m o u n t
3 3 6 , 0 0 0
1 4 , 0 7 9 , 2 8 7
4 , 5 9 6 , 2 6 3
1 9 , 0 1 1 , 5 5 0
T h e a c t u a l S e c t i o n 5 3 0 7 a p p o r t i o n m e n t s f o r F Y 2 0 1 2 / 1 3 w i l l n o t b e k n o w n u n t i l
l a t e r t h i s c a l e n d a r y e a r w h e n f i n a l a p p r o p r i a t i o n s a r e m a d e b y C o n g r e s s . T h e P O P
w a s d e v e l o p e d a t t h e h i g h e s t a n t i c i p a t e d f u n d i n g a m o u n t b a s e d o n a c t u a l a v a i l a b l e
a p p o r t i o n m e n t s f o r F Y 2 0 1 1 / 1 2 . T h i s w i l l a l l o w t h e o p e r a t o r s t o p r o c e e d w i t h t h e
g r a n t a p p l i c a t i o n s a n d t o a v o i d d e l a y s a s s o c i a t e d w i t h p r o g r a m a m e n d m e n t s s h o u l d
t h e a c t u a l a p p o r t i o n m e n t s c o m e i n l o w e r t h a n e s t i m a t e d . A n y e x c e s s f u n d s w i l l b e
c a r r i e d o v e r t o t h e s u b s e q u e n t f i s c a l y e a r a n d w i l l b e m a d e a v a i l a b l e t o c o v e r f u t u r e
p r o j e c t s .
A g e n d a I t e m 1 2
7 6
Section 5309 Discretionary Funds-New Starts and Fixed Guideway Modernization •
FTA Section 5309 New Starts funding is used for building new rail, bus rapid
transit, or extensions to existing systems. These funds are extremely competitive
and funds are earmarked directly by Congress. For FY 2012/13, the Commission's
Commuter Rail will be programming approximately $73 million in Section 5309
New Starts funds and $336,000 in Fixed Guideway Modernization funds that were
previously awarded and accumulated during the last three years. These Section
5309 earmark funds will be used toward engineering and construction of the PVL
project and for the Commuter Rail Five-Year Rehabilitation program. The projects
must be included in an approved RTIP before the operators can access these funds.
Agency
Commuter Rail
Total
Section 5311 Funds
FY 2012/13 Section 5309 Earmark
$
Amount
73,376,000
73,376,000
Federal transit funding for rural areas is provided through the FT A Section 5311
Nonurbanized Area Formula Program. Administered by Caltrans, a majority of •
these funds are passed through to counties based on a population formula. Any
remaining funds are awarded in a statewide discretionary program for rural capital
projects and intercity bus programs. The financial plan for this year's program
assumes the same funding level as in FY 2011/12 for transit operations since the
actual apportionments will not be known until the final appropriations are released.
This year's program allocates $690,774 in formula funds for Riverside County, of
which 61.7 percent will be allocated to RTA and 38.3 percent for Sunline. The
61.7 percent/38.3 percent formula was approved by the Commission in 1987, and
was based on the level of service each agency operated in the non-urbanized areas
of the county. As in previous years, both RT A and Sunline identified the use of
Section 5311 formula funds for operating. The Commission must develop and
approve a Section 5311 POP before grants are approved.
Agency
RTA
Sun line
Total
Agenda Item 1 2
FY 2 0 12/13 Section 5 311 Requested Funds
$
$
Amount
426,208
264,566
690,774
77
Percent Allocation
61 . 7 percent
38.3 percent
100.0 percent
•
" S e c t i o n 5 3 1 6 & 5 3 1 7 F o r m u l a F u n d s
"
"
T w o f e d e r a l p r o g r a m s , n a m e l y S e c t i o n 5 3 1 6 - J o b A c c e s s R e v e r s e C o m m u t e
( J A R C ) a n d S e c t i o n 5 3 1 7 - N e w F r e e d o m ( N F ) , w e r e e s t a b l i s h e d t o m e e t t h e
t r a n s p o r t a t i o n n e e d s o f t h e l o w - i n c o m e p o p u l a t i o n , w e l f a r e r e c i p i e n t 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 l p r o j e c t s f u n d e d u n d e r t h i s p r o g r a m m u s t b e d e r i v e d f r o m a
l o c a l l y - d e v e l o p e d , c o o r d i n a t e d p u b l i c t r a n s i t - h u m a n s e r v i c e s t r a n s p o r t a t i o n p l a n n i n g
p r o c e s s . U n d e r t h e 2 0 1 1 S p e c i a l i z e d T r a n s i 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 , R T A ,
S u n l i n e , a n d P V V T A w e r e a w a r d e d f e d e r a l J A R C a n d N F f u n d s i n t e n d e d f o r
p r o g r a m m i n g f o r F Y 2 0 1 1 / 1 2 a n d F Y 2 0 1 2 / 1 3 s p e c i a l i z e d t r a n s i t o p e r a t i o n s .
F u n d i n g a l l o t m e n t s f o r F Y 2 0 1 2 ! 1 3 a r e a s f o l l o w s :
A g e n c y
R T A
S u n l i n e
P V V T A
T o t a l
S e c t i o n 5 3 1 6 ( J A R C )
$ 8 4 4 , 1 4 9
6 , 2 5 3
4 5 , 4 5 5
$ 8 9 5 , 8 5 7
S e c t i o n 5 3 1 7 ( N F )
$ 1 1 2 , 2 0 0
6 0 , 1 0 6
1 5 , 1 5 2
$ 1 8 7 , 4 5 8
T h e s e f u n d s w i l l b e u s e d t o c o v e r e x p e n s e s f o r R T A ' s C o m m u t e r L i n k 2 1 2 a n d
2 1 7 , e x t e n d e d f i x e d r o u t e s e r v i c e s a n d t r a v e l t r a i n i n g ; S u n l i n e ' s c o m m u t e r s e r v i c e
t o B a n n i n g ( o r i g i n a l l y p l a n n e d t o s t a r t l a s t y e a r ) a n d t a x i v o u c h e r p r o g r a m ; a n d
P V V T A ' s m o b i l i t y m a n a g e m e n t p r o g r a m . S i n c e t h e p l a n n e d c o m m u t e r s e r v i c e w a s
n o t i m p l e m e n t e d l a s t y e a r , c a r r y o v e r J A R C a n d N F f u n d i n g a m o u n t s o f a b o u t
$ 1 6 0 , 9 0 2 w i l l b e u s e d t o f u n d t h e s e r v i c e i n F Y 2 0 1 2 / 1 3 .
C M A Q a n d S T I P F u n d i n g
T h e C M A Q p r o g r a m h e l p s f u n d r e g i o n a l a n d l o c a l e f f o r t s t o a t t a i n c o m p l i a n c e w i t h
n a t i o n a l a i r q u a l i t y s t a n d a r d s s e t u n d e r t h e C l e a n A i r A c t . C M A Q f u n d s a r e l a r g e l y
s p e n t o n t r a n s p o r t a t i o n c o n t r o l m e a s u r e s s u c h a s i m p r o v i n g p u b l i c t r a n s i t s e r v i c e ,
t r a f f i c f l o w i m p r o v e m e n t s , t r i p r e d u c t i o n a n d o t h e r r i d e s h a r i n g i n i t i a t i v e s a i m e d a t
r e l i e v i n g c o n g e s 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 . T h r o u g h S C A G , t h e s e f e d e r a l f u n d s
a r e d i s t r i b u t e d e v e r y t w o y e a r s t h r o u g h a p r o j e c t s e l e c t i o n p r o c e s s , a c c o r d i n g t o
t h e p r i o r i t i e s o f 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 ' s 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 .
T h e S T J P i s a m u l t i - y e a r c a p i t a l i m p r o v e m e n t p r o g r a m o f 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 w i t h r e v e n u e s f r o m t h 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 f u n d s . P r o j e c t s a r e
a d o p t e d b y t h e C a l i f o r n i a T r a n s p o r t a t i o n C o m m i s s i o n f r o m d i f f e r e n t p r o j e c t s
n o m i n a t e d b 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 n i n g a g e n c i e s , 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 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 s . S T I P p r o g r a m m i n g
g e n e r a l l y o c c u r s e v e r y t w o y e a r s .
A g e n d a I t e m 1 2
7 8
About 42 percent of the total combined funding of approximately $201 million •
programmed for the PVL project in FY 2012/13 comes from CMAQ and STIP funds
. a~ follows:
Agency
Commuter Rail
Total
$
$
CMAQ
32,091,000
32,091,000
STIP
$ 52,978,000
$ 52,978,000
The remaining 58 percent comes from Measure A -$43 million and federai Section
5309 earmark funding -$73 million.
Summary
Staff recommendation is to approve the TDA and FTA funds as presented. If any
additional funding revenues becomes available during the budget year, transit
operators will prepare the necessary SRTP amendments, as appropriate, to reflect
new or modified revenue amounts. Modifications in farebox revenues, federal
grants, Measure A funding, or carryover funds may require operators to revise their
services to operate within the available funding ..
Fiscal Impact
Funding allocations are based on the revenue estimates developed for the •
FY 2012/13 Commission budget. The budget adopted at the June 7 Commission
meeting included $61.9 million in L TF transit operating expenditures, $10.7 million
in L TF transit capital expenditures, and $14.4 million in STA capital expenditures.
These budgeted expenditures, which include use of prior year capital allocations,
are expected to be funded by FY 201 2/1 3 revenues, as well as available fund
balances. Based on these recommended allocations, no budget adjustments are
required.
• Agenda Item 1 2
79
"
"
"
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 I Y e a r : I F Y 2 0 1 2 / 1 3 I $ 6 4 , 9 7 8 , 9 4 0 ( L T F )
A m o u n t : $ 7 , 6 7 6 , 6 9 0 ( S T A )
S o u r c e o f F u n d s : T D A : L T F a n d S T A B u d g e t A d j u s t m e n t : I N o
G L A L O C A L T R A N S P O R T A T I O N F U N D S T A T E T R A N S I T A S S I S T A N C E
N o . : W e s t e r n C o u n t y B u s W e s t e r n C o u n t y B u s
6 0 1 6 2 8 6 1 0 1 P 2 2 1 0 $ 3 5 , 9 6 7 , 0 5 4 2 4 1 6 2 8 6 1 0 2 P 2 2 0 1 $ 6 , 6 4 3 , 8 2 5
6 0 1 6 2 8 6 1 0 2 P 2 2 1 0 $ 7 , 6 7 4 , 6 4 4 2 4 1 6 2 8 6 1 0 2 P 2 2 0 4 $ 2 5 0 , 0 0 0
W e s t e r n C o u n t y R a i l C o a c h e l l a V a l l e y
6 0 1 6 2 8 6 1 0 1 P 2 2 1 3 $ 9 , 8 9 9 , 4 0 0 2 4 1 6 2 8 6 1 0 2 P 2 2 0 2 $ 4 6 7 , 8 6 5
C o a c h e l l a V a l l e y P a l o V e r d e V a l l e y
6 0 1 6 2 8 6 1 0 1 P 2 2 1 1 $ 1 0 , 7 1 8 , 4 2 0 2 4 1 6 2 8 6 1 0 2 P 2 2 0 3 $ 3 1 5 , 0 0 0
P a l o V e r d e V a l l e y
6 0 1 6 2 8 6 1 0 1 P 2 2 1 2 $ 7 1 9 , 4 2 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 : ~ ~ ~ I D a t e : 1 0 6 / 2 5 / 1 2
A t t a c h m e n t s :
1 ) R e s o l u t i o n N o . 1 2 - 0 2 2
2 ) S e c t i o n 5 3 0 7 P r o g r a m o f P r o j e c t s
3 ) T D A S p r e a d s h e e t s ( L T F a n d S T A )
4 ) F Y 2 0 1 2 / 1 3 a n d F Y 2 0 1 1 / 1 2 O p e r a t i n g a n d C a p i t a l R e q u e s t s a n d R i d e r s h i p
P r o j e c t i o n s
A g e n d a I t e m 1 2
8 0
"
"
"
R E S O L U T I O N N O . 1 2 - 0 2 2
A R E S O L U T I O N O F T H E
A T T A C H M E N T 1
R I V E R S I D E C O U N T Y T R A N S P O R T A T I O N C O M M I S S I O N
T O A L L O C A T E S T A T E T R A N S I T A S S I S T A N C E F U N D S
W H E R E A S , t h e R i v e r s i d e C o u n t y T r a n s p o r t a t i o n C o m m i s s i o n i s
d e s i g n a t e d t h e r e g i o n a l e n t i t y r e s p o n s i b l e f o r t h e a l l o c a t i o n o f 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 w i t h i n R i v e r s i d e C o u n t y ; a n d
W H E R E A S , t h e R i v e r s i d e C o u n t y T r a n s p o r t a t i o n C o m m i s s i o n h a s
e x a m i n e d 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 a n 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
P r o g r a m ; a n d
W H E R E A S , a l l p r o p o s e d e x p e n d i t u r e s i n R i v e r s i d e C o u n t y a r e i n
c o n f o r m i t y w i t h 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 ; a n d
W H E R E A S , t h e l e v e l o f p a s s e n g e r f a r e s i s s u f f i c i e n t f o r c l a i m a n t s t o
m e e t t h e f a r e r e v e n u e r e q u i r e m e n t s o f 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 s
9 9 2 6 8 . 2 , 9 9 2 6 8 . 3 , 9 9 2 6 8 . 4 , 9 9 2 6 8 . 5 , a n d 9 9 2 6 8 . 9 , a s a p p l i c a b l e ; a n d
W H E R E A S , t h e c l a i m a n t i s m a k i n g f u l l u s e o f f e d e r a l f u n d s a v a i l a b l e
u n d e r t h e F e d e r a l T r a n s i t A c t ; a n d
W H E R E A S , t h e s u m o f t h e c l a i m a n t ' s a l l o c a t i o n s f r o m t h e 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 a n d f r o m 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 d o e s n o t e x c e e d t h e
a m o u n t t h e c l a i m a n t i s e l i g i b l e t o r e c e i v e d u r i n g t h e f i s c a l y e a r ; a n d
W H E R E A S , p r i o r i t y c o n s i d e r a t i o n h a s b e e n g i v e n t o c l a i m s t o o f f s e t
r e d u c t i o n s i n f e d e r a l o p e r a t i n g a s s i s t a n c e a n d t h e 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 c o s t o f f u e l , t o e n h a n c 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 , a n d t o
m e e t h i g h p r i o r i t y r e g i o n a l , c o u n t y w i d e , o r a r e a - w i d e 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 ; a n d
W H E R E A S , t h e p u b l i c t r a n s i t o p e r a t o r s h a v e m a d e a r e a s o n a b l e e f f o r t
t o i m p l e m e n t t h e p r o d u c t i v i t y i m p r o v e m e n t s r e c o m m e n d e d p u r s u a n t t o
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 2 4 4 ; a n d
W H E R E A S , t h e c l a i m a n t i s n o t p r e c l u d e d b y a n y c o n t r a c t e n t e r e d i n t o
o n o r a f t e r J u n e 2 8 , 1 9 7 9 , f r o m e m p l o y i n g p a r t - t i m e d r i v e r s o r c o n t r a c t i n g
w i t h c o m m o n c a r r i e r s o r p e r s o n s o p e r a t i n g u n d e r a f r a n c h i s e o r l i c e n s e ; a n d
W H E R E A S , o p e r a t o r s a r e i n f u l l c o m p l i a n c e w i t h S e c t i o n 1 8 0 8 1 . 1 o f
t h e V e h i c l e C o d e , a s r e q u i r e d i n 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 2 5 1 .
8 1
ATTACHMENT 1
NOW, THEREFORE BE IT RESOLVED by the Riverside County •
Transportation Commission to allocate State Transit Assistance Funds for
FY 2012/13 as detailed in Exhibit "A".
This resolution shall take effect immediately upon its passage.
APPROVED AND ADOPTED this 11th day of July, 2012.
John J. Benoit, Chair
Riverside County Transportation Commission
ATTEST:
Jennifer Harmon, Clerk of the Board
Riverside County Transportation Commission
82
•
•
" A G E N C Y / A P P O R T I O N M E N T A R E A C i t y o f B a n n i n g C i t y o f B e a u m o n t C i t y o f C o r o n a 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 C O U N T Y T R A N S P O R T A T I O N C O M M I S S I O N T R A N S P O R T A T I O N D E V E L O P M E N T A C T F U N D I N G F Y 2 0 1 2 / 1 3 T R A N S I T A L L O C A T I O N S 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 $ E S T I M A T E D S T A O P E R A T I N G ~ - $ E S T I M A T E D S T A C A P I T A L C O S T S - $ 1 5 0 , 0 0 0 3 8 2 , 5 0 3 4 , 0 0 0 E S T I M A T E D S T A C A R R Y O V E R F U N D S R E C O M M E N D E D S T A T R A N S I T A L L O C A T I O N S F O R F Y 2 0 1 2 J 1 3 - $ 1 5 0 , 0 0 0 3 8 2 , 5 0 3 4 , 0 0 0 T O T A L : W E S T E R N R I V E R S I D E - B U S 2 5 0 S u n l i n e T r a n s i t 4 6 7 L L A V A L L E Y 4 6 7 4 6 7 P a l o V e r d e V a l T O T A L : P A L O V E R D E V A L L E Y 8 3 E X H I B I T A " S T A O p e r a t i n g F Y 2 0 1 2 1 1 3 $ - $ S T A C a p i t a l F Y 2 0 1 2 / 1 3 1 5 0 , 0 0 0 3 8 2 , 5 0 3 4 , 0 0 0 3 2 2
ATTACHMENT 2
Page 1 of4
RIVERSIDE COUNTY TRANSPORTATION COMMISSION
PROGRAM OF PROJECTS • FTA SECTION 5307
FY 2012/13
URBANIZED AREA: RIVERSIDE/SAN BERNARDINO
Total Apportionment (Projection based on FY11-12 Fed Register & InterCounty Allocation) Bus Rail Total
Apportionment $ 10,332,340 $ 4,798,476 $ 15,130,816
Lapsing Funds (per FTA)
Carryover (Estimate) 5,171,715 5,852,981 11,024,696
Total Funds Available 15,504,055 10,651,457 26,155,512
Less Current Requests (SRTP programmed) 9 565 287 9 565 287
Balance (Projected) $ 5,938,768 $ 10,651,457 $ 16,590,225
Sub Area Allocation
Riverside, City of $ 336,000
Riverside Transit Agency 9 229 287
TOTAL $ 9,565,287
FEDERAL PROJECT DESIGNATED
NUMBER PROGRAM OF PROJECTS TOTAL AMOUNT SHARE TYPE RECIPIENT
Riverside, Citll of • 1) Preventive Maintenance $ 400,000 $ 320,000 Capital/Operating SCAG
2) Lease of Office Equipment 20,000 16,000 Capital SCAG
TOTAL: City of Riverside $ 420,000 $ 336,000
Riverside Transit Agencll
3) Capitalized Preventive Maintenance $ 6,875,000 $ 800,000 Capital/Operating SCAG
4) Capital Cost of Contracting 5,500,000 3,000,000 Capital SCAG
5) Revenue Vehicles -DO Heavy Duty 16,174,644 3,000,000 Capital SCAG
6) Revenue Vehicles -(7) COFR Aero Elite 1,176,088 940,870 Capital SCAG
7) Non-Revenue Vehicles-(1) Support Vehicle 24,200 19,360 Capital SCAG
8) Capital Maintenance Spares 1,241,000 992,800 Capital SCAG
9) Capitalized Tire Lease 263,617 210,8~4 Capital SCAG
10) TE -Bus Stop Amenities 150,000 120,000 Capital SCAG
11) Maintenance Equipment 145,650 116,520 Capital SCAG
12) Information Systems 36,054 28,843 Capital SCAG
TOTAL: Riverside Transit Agency $ 31,586,253 $ 9,229,287
GRAND TOTAL $ 32,006,253 $ 9,565,287
Updated: 6/25/2012
Approved: 7/11/2012 {Pending) • V:IJCiernenteiSRTP 12 .13\POP J6-5-12\Riv-San Bernardino 1213.xls
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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
P R O G R A M O F P R O J E C T S
F T A S E C T I O N 5 3 0 7
U R B A N I Z E D A R E A : H E M E T / S A N J A C I N T O
R E C I P I E N T : R I V E R S I D E T R A N S I T A G E N C Y
F Y 2 0 1 2 / 1 3
T o t a l A p p o r t i o n m e n t ( E s t i m a t e b a s e d o n F Y 1 1 / 1 2 F R a c t u a l s }
A p p o r t i o n m e n t
C a r r y o v e r ( e s t i m a t e }
T r a n s f e r o f F u n d s ( C M A Q }
T o t a l F u n d s A v a i l a b l e
L e s s C u r r e n t R e q u e s t s
B a l a n c e ( P r o j e c t e d }
T O T A L
N U M B E R P R O G R A M O F P R O J E C T S A M O U N T
1 ) O p e r a t i n g A s s i s t a n c e $ 2 8 , 5 7 3 , 5 7 5
$ 1 , 9 0 3 , 7 6 0
1 , 0 3 3 , 6 0 3
2 , 9 3 7 , 3 6 3
1 , 7 0 0 , 0 0 0
$ 1 , 2 3 7 , 3 6 3
F E D E R A L
S H A R E
$ 1 , 7 0 0 , 0 0 0
T O T A L : $ 2 8 , 5 7 3 , 5 7 5 $ 1 ' 7 0 0 , 0 0 0
U p d a t e d : 6 / 2 5 / 2 0 1 2
A p p r o v e d : 7 / 1 1 / 1 2 ( p e n d i n g )
P R O J E C T
T Y P E
O p e r a t i n g
A T T A C H M E N T 2
P a g e 2 o f 4
D E S I G N A T E D
R E C I P I E N T
C a l t r a n s
V : \ J C i e m e n t e \ S R T P 1 2 . 1 3 \ P O P J 6 - 5 - 1 2 \ H e m e t - S a n J a c i n t o U Z A 1 2 - 1 3 . x l s
8 5
RIVERSIDE COUNTY TRANSPORTATION COMMISSION
PROGRAM OF PROJECTS
FT A SECTION 5307
FY 2012/13
URBANIZED AREA: INDIO/CATHEDRAL CITY/PALM SPRINGS
RECIPIENT: SUNLINE TRANSIT AGENCY
Total Apportionment (Estimate based on FY 11/12 Fed Register actuals)
Apportionment
Lapsing Funds (per FTA)
Carryover (Estimate)
Transfer of Funds (CMAQ)
Total Funds Available
Less Current Requests
Balance (Projected)
NUMBER PROGRAM OF PROJECTS
1) Operating Assistance
2) Preventive Maintenance
3) Bus Rehabilitation
4) Replacement Service Vehicles
5) Thousand Palms Yard Repaving
6) Facility Improvement
7) Office Furniture
8) ITS Projects
9) New Agency Phone System
10) Spare Fareboxes (5)
11) Rider Survey Study
12) Maintenance Tools & Equipment
13) Special Fuel Provision-Capital Maintenance
TOTAL:
Updated: 6/25/2012
Approved: 7/11/2012 (Pending)
$
$
TOTAL FEDERAL
AMOUNT SHARE
20,378,228 $ 924,804
1,800,000 1,800,000
50,000 40,000
220,000 176,000
900,000 720,000
200,000 160,000
100,000 80,000
105,000 84,000
115,000 . 92,000
60,000 48,000
100,000 80,000
50,000 40,000
439,324 351,459
24,517,552 $ 4,596,263
$ 3,878,954
1,709,384
5,588,338
4,596,263
$ 992,075
PROJECT
TYPE
Operating
Capital
Capital
Capital
Capital
Capital
Capital
Capital
Capital
Capital
Capital
Capital
Capital
ATTACHMENT 2
Page 3 of4
DESIGNATED
RECIPIENT
SCAG
SCAG
SCAG
SCAG
SCAG
SCAG
SCAG
SCAG
SCAG
SCAG
SCAG
SCAG
SCAG
V:\JCiemente\SRTP 12.13\POPJ6-5-12\Indio-Coachella-P Springs 12-13.xls
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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
P R O G R A M O F P R O J E C T S
F T A S E C T I O N 5 3 0 7
U R B A N I Z E D A R E A : T E M E C U L A / M U R R I E T A
R E C I P I E N T : R I V E R S I D E T R A N S I T A G E N C Y
F Y 2 0 1 2 / 1 3
T o t a l A p p o r t i o n m e n t ( E s t i m a t e b a s e d o n F Y 1 1 / 1 2 F e d R e g i s t e r a c t u a l s )
A p p o r t i o n m e n t $ 3 , 2 2 5 , 2 8 6
L a p s i n g F u n d s ( p e r F T A )
C a r r y o v e r 3 6 2 , 7 1 0
T r a n s f e r o f F u n d s ( C M A Q )
T o t a l F u n d s A v a i l a b l e 3 , 5 8 7 , 9 9 6
L e s s C u r r e n t R e q u e s t s 3 , 1 5 0 , 0 0 0
B a l a n c e ( P r o j e c t e d ) $ 4 3 7 , 9 9 6
A T T A C H M E N T 2
P a g e 4 o f 4
T O T A L
A M O U N T
F E D E R A L
S H A R E
P R O J E C T D E S I G N A T E D
N U M B E R P R O G R A M O F P R O J E C T S T Y P E R E C I P I E N T
1 ) C a p i t a l i z e d P r e v e n t a t i v e M a i n t e n a n c e $ 6 , 8 7 5 , 0 0 0 $ 3 , 1 5 0 , 0 0 0 C a p i t a l / O p e r a t i n g S C A G
T O T A L : $ 6 , 8 7 5 , 0 0 0 $ 3 , 1 5 0 , 0 0 0
U p d a t e d : 6 / 2 5 / 2 0 1 2
A p p r o v e d : 7 / 1 1 1 1 2 ( p e n d i n g )
V : \ J C i e m e n t e \ S R T P 1 2 . 1 3 \ P O P J 6 - 5 - 1 2 \ T e m e c u l a - M u r r i e t a 1 2 - 1 3 . x l s
8 7
" A G E N C Y / A P P O R T I O N M E N T A R E A C i t y o f B a n n i n g C i t y o f B e a u m o n t C i t y o f C o r o n a R i v e r s i d e S p e c i a l S e r v i c e s T O T A L : W E S T E R N R I V E R S I D E � B U 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 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 F U N D I N G F Y 2 0 1 2 / 1 3 T R A N S I T A L L O C A T I O N S L O C A L T R A N S P O R T A T I O N F U N D S R E C O M M E N D E D L T F T R A N S I T " A T T A C H M E N T 3 E S T I M A T E D E S T I M A T E D E S T I M A T E Q T O T A \ - E S T I M A T E D N O N A L L O C A T I O N S F O R I L T F O P E R A T I N G L T F C A P I T A L O P E R A T I N G C O S T S C A P I T A L C O S T S C O S T S L T F R E V E N U E S F Y 2 0 1 2 / 1 3 F Y 2 0 1 2 / 1 3 F Y 2 0 1 2 / 1 3 $ 1 , 3 1 0 , 1 3 5 $ 1 , 4 1 7 , 5 0 0 2 , 0 0 1 , 9 3 6 3 , 3 0 5 , 1 4 3 1 5 0 , 0 0 0 6 0 0 , 0 0 0 1 , 0 4 7 , 1 9 5 - $ 1 , 3 1 0 , 1 3 5 $ 1 , 5 6 7 , 5 0 0 2 , 6 0 1 , 9 3 6 4 , 3 5 2 , 3 3 8 1 4 0 , 0 3 0 $ 3 2 9 , 2 8 0 1 , 0 0 0 , 3 8 8 1 , 7 3 4 , 3 2 2 1 . 1 7 0 , 1 0 5 I $ 1 , 2 3 8 , 2 2 0 1 , 6 0 1 , 5 4 8 2 , 6 1 8 , 0 1 6 1 , 1 7 0 , 1 0 5 $ 1 , 2 3 8 , 2 2 0 1 , 6 0 1 , 5 4 8 2 , 6 1 8 , 0 1 6 * C o m m u t e r R a i l ' s 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 $ 5 5 . 7 m i l l i o n p e r T a b l e 4 o f S R T P . O f t h i s a m o u n t , $ 2 0 , 6 5 5 , 9 0 0 i s R C T C ' s s h a r e o f o p e r a t i n g c o s t s . ~ 8 8
" " " A T T A C H M E N T 4 C o m p a r i s o n o f F Y 2 0 1 2 / 1 3 & F Y 2 0 1 1 / 1 2 O p e r a t i n g & C a p i t a l C o s t s a n d R i d e r s h i p P r o j e c t i o n s O P E R A T I N G F Y 1 2 / 1 3 F Y 1 1 / 1 2 % l n c r / D e c r C A P I T A L T O T A L C O S T F Y 1 2 / 1 3 F Y 1 1 / 1 2 % l n c r / O e c r F Y 1 2 / 1 3 F Y 1 1 / 1 2 F Y 1 2 1 1 3 F Y 1 1 1 1 2 L e v e r a g e o f C o m m u t e r R a i l F u n d s ' $ 3 5 , 0 3 5 , 2 0 0 $ 3 2 , 7 0 3 , 1 0 0 T o t a l : $ 3 7 1 , 7 1 3 , 5 6 4 $ 2 3 6 , 6 4 5 , 5 5 6 R I D E R S H I P F Y 1 2 / 1 3 F Y 1 1 / 1 2 % l n c r ! D e c r 7 . 1 3 % 5 7 . 0 8 % ' C o m m u t e r R a i l ' s c o s t s i n c l u d e R C T C ' s s h a r e o f a p p r o x i m a t e l y $ 2 0 . 7 m i l l i o n p l u s a p p r o x i m a t e l y $ 3 5 m i l l i o n i n a d d i t i o n a l o p e r a t i n g s u b s i d y f r o m p a r t n e r a g e n c i e s ( $ 1 9 , 0 6 0 , 0 0 0 ) a n d R a i l f a r e b o x r e v e n u e ( $ 1 5 , 9 7 5 , 2 0 0 ) . N o t e : F Y 2 0 1 2 / 1 3 t o t a l . c o s t i n c l u d e s $ 8 , 7 7 1 , 2 3 0 i n L T F / 5 3 0 7 / 5 3 0 9 / C M A Q / T U M F / 5 3 1 6 & 5 3 1 7 c a r r y o v e r f u n d s f r o m p r e v i o u s y e a r . 8 9 % 1 . 6 8 %
Budget and Implementation Committee R"werside County llliiiSPortatian Commission FY 2012/13 Funding Allocation for Riverside County Transit Services June 25, 2012 ··<)<, ,~,.. ..
SRTPs Approved in concept by Commission: 6/7/12 "City of Banning ~ l Riverside Transit Agency v-..... ·············----\ l City of Beaumont ~ ~ Sun line Transit Agency ~ r. --------,,------------------'.,. l City of Corona l City of ~i~~r~i~~ ... . . . ---J Palo Verde Valley Transit Agency ~---· ------------... RCTC Rail Commuter Program ··-----------.-----~-. -----y_---------~----• ---. ·--
( ...... ···----···----\ FY 2012/13 Funding Request by 8 County Transit Operators "--------Commuter Rail Program Share From Metrolink Partners FY 2012/13 TOTAL FUNDING SUPPORT FOR TRANSIT SERVICES + $337 million -~ 35 million $372 million '--------------------------------------------------------------------------------------------------------------------------------------------------~
BUS SERVICE RAIL SERVICE TOTAL EXPENSE BUS & RAIL FY 2011/12 FY 2012/13 % Ch FY 2011/12 FY 2012/13 % Ch TYPE (mil) (mil) o a nge (mil) (mil) 0 ange %CHANGE OPERATING $85.2 $89.3 5% $16.8 $20.6 23% 8% COST .. CAPITAL COST 56.4 24.1 -57% 45.6 202.7 345% 122% TOTAL $141.6 $113.4 -20% $62.3 $223.3 258% 65%
TDA (LTF & STA Funds), $72,6551630 1 20% Carry Over Funds (LTF/5307/5309/Sec 5316 & l 5317 /TUMF/CMAQ), $8177112301 2% Add'l Rail Operating Subsidy paid by SAN BAG, OCTA & LA Metro, $1910601000 1 5% Other Revenues, $216971840 1 1% Passenger Fares, $3710591203 1 10% Sec 5316 & 5317, $110831315 I less than 1% Measure A, ________ $5012271640 1 13% ---CMAQ & STIP Funds, $8510691000 I 23% Federal Formula Funds (Sec 5307 & 5311), $19,7021324 1 5% Federal-Discretionary Funds (Sec 5309), $7313761000 1 20% Proposition 18 (Capital & Security), $2101113821 1%
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R I V E R S I D E C O U N T Y T R A N S P O R T A T I O N C O M M I S S I O N
D A T E : J u n e 2 5 , 2 0 1 2
T O : B u d g e t a n d I m p l e m e n t a t i o n C o m m i t t e e
F R O M : 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 : 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 O f f i c e r
S U B J E C T : 2 0 1 2 U p d a t e C o o r d i n a t e d P u b l i c T r a n s i t - H u m a n S e r v i c e s
T r a n s p o r t a t i o n P l a n
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 t t e e t o :
1 ) A p p r o v e t h e u p d a t e t o t h e 2 0 1 2 C o o r d i n a t e d P u b l i c T r a n s i t - H u m a n S e r v i c e s
T r a n s p o r t a t i o n P l a n ( 2 0 1 2 C o o r d i n a t e d P l a n ) ;
2 )
3 )
4 )
A u t h o r i z e s t a f f t o p r e p a r e t h e e v a l u a t i o n c r i t e r i a a n d a p p l i c a t i o n p a c k a g e t o
s u p p o r t t h e 2 0 1 3 S p e c i a l i z e d T r a n s i 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 ( 2 0 1 3 C a l l
f o r P r o j e c t s ) ;
A u t h o r i z e s t a f f t o c o n d u c t t h e 2 0 1 3 C a l l f o r P r o j e c t s ; a n d
F o r w a r d t o t h e C o m m i s s i o n f o r f i n a l a c t i o n .
B A C K G R O U N D J N F O R M A T J O N :
W i t h t h e p a s s a g e o f 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 ) s e v e r a l y e a r s a g o , t w o f u n d i n g s o u r c e s f o r
t r a n s i t s e r v i c e w e r e m a d e a v a i l a b l e 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 n d p r o g r a m m i n g
e n t i t i e s a c r o s s t h e n a t i o n . T h e s e s o u r c e s a r e i d e n t i f i e d a 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 a n d N e w F r e e d o m S e c t i o n 5 3 1 7 f u n d s .
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 C o o r d i n a t e d P u b l i c T r a n s i t
- H u m a n S e r v i c e s T r a n s p o r t a t i o n P l a n f o r R i v e r s i d e C o u n t y ( 2 0 0 8 C o o r d i n a t e d
P l a n ) , w h i c h m a d e t h e C o m m i s s i o n e l i g i b l e t o r e c e i v e a n d a l l o c a t e t h e J A R C a n d
N e w F r e e d o m f u n d s .
W i t h t h e a p p r o v a l o f t h e 2 0 0 8 C o o r d i n a t e d P l a n , t h e C o m m i s s i o n 9 l s o a d o p t e d a
s t r a t e g y f o r d e v e l o p i n g a n d c o n d u c t i n g a c a l l f o r p r o j e c t s f o r b o t h 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 R i v e r s i d e C o u n t y . T h i s p r o c e s s w a s i n t e n d e d t o b e u s e d t o
c o m p e t i t i v e l y d i s b u r s e t h e J A R C a n d N e w F r e e d o m f u n d s a s w e l l a s 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 f u n d s .
A g e n d a I t e m 1 3
9 0
At its September and October 2008 meetings, the Commission approved the first •
suite of the call for projects from the 2009 Call for Projects involving the use of the
federal funds for implementation with a funding allocation totaling $7.8 million
dollars.
Following this action, the Commission approved a second suite of call for projects
from the 2011 Call for Projects at its April 2011 meeting totaling $6.8 million
dollars. This second suite of projects is set to expire on June 30, 2013, and
requires that the 2013 Call for Projects be conducted to continue funding
specialized transit services. Lastly and before additional JARC and New Freedom
funds can be disbursed, a required update to the 2008 Coordinated Plan needs to
be approved.
DISCUSSION:
In accordance with the provisions of SAFETEA-LU, recipients under these programs
must comply with all federal coordinated planning requirements to be eligible for
funds. The reauthorization stipulates that projects selected for funding under these
programs must be derived from a locally coordinated, public transit-human services
transportation plan (Coordinated Plan). Moreover, the Coordinated Plan must be
developed through a process that includes representatives of public, private, and
nonprofit transportation and human service providers and participation by the •
public.
Requirements further state that the Coordinated Plan must be updated at least
every four years. Given that the Coordinated Plan was approved in 2008 and
acknowledging the need for an update, staff initiated the process in which the
update will take place in August of 2011. This was done in anticipation of
conducting another call for projects in late November 2012.
With this process, it was not the intent of staff to replace the 2008 Coordinated
Plan in its entirety, but rather the update was visualized as a document that would
augment and add to the extensive work already performed in the development of
the 2008 Coordinated Plan. This 2012 Coordinated Plan is intended to bring
current the Coordinated Plan and keep the Commission in compliance so that the
federal funds continue to be utilized and disbursed for specialized transit service
through the call for projects.
Plan Update Process
Federal requirements dictate that the Coordinated Plan process, as well as any plan
updates, be conducted publicly and therefore, a methodology for obtaining
community input was deemed an essential element of staff's planning for the 2012
Coordinated Plan. As a result, staff and its consultant, AMMA Transit Planning,
Agenda Item 13
91
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c o n d u c t e d f i v e c o m m u n i t y w o r k s h o p s a c r o s s t h e c o u n t y , m e t w i t h s e v e r a l
i n d i v i d u a l s t a k e h o l d e r g r o u p s , a n d a l s o u t i l i z e d a n e m a i l c o n t a c t l i s t t o m a i l . a n
i n v i t a t i o n f o r c o m m e n t t o o v e r 6 5 0 c o m m u n i t y 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
c o u n t y w i d e . A 2 0 1 2 C o o r d i n a t e d P l a n s p e c i f i c e m a i l a c c o u n t w a s s e t u p t o
r e c e i v e c o m m e n t s f r o m t h o s e t h a t c o u l d n o t a t t e n d t h e w o r k s h o p s . B u s s e a t
d r o p s , f l y e r s , a n d c o m m u n i t y a d v e r t i s e m e n t s w e r e a l s o u t i l i z e d t o i n f o r m t h e p u b l i c
o f t h e w o r k s h o p s .
2 0 1 2 C o o r d i n a t e d P l a n U p d a t e
O v e r a l l , 1 2 0 i n d i v i d u a l s a t t e n d e d t h e f i v e w o r k s h o p s , 2 5 e m a i l e d c o m m e n t s w e r e
r e c e i v e d b y s t a f f , a n d f o u r s t a k e h o l d e r m e e t i n g s w e r e h e l d w i t h 7 5 p e o p l e
r e p r e s e n t i n g t h e f o u r g r o u p s a t t e n d i n g . T h i s a m o u n t o f p u b l i c i n p u t c o n t i n u e d t o
i d e n t i f y n e e d s b y s u b - a r e a s o f t h e c o u n t y , b y t r i p t y p e , a n d w i t h i n t h e t a r g e t
p o p u l a t i o n s . D e s p i t e d o c u m e n t e d g r o w t h o f p u b l i c t r a n s i t r i d e r s h i p c o u n t y w i d e , t h e
u p d a t e p r o c e s s c o n t i n u e d t o i d e n t i f y n e w u n m e t t r a n s p o r t a t i o n n e e d s a n d s e r v i c e
g a p s f o r t h e t a r g e t p o p u l a t i o n s . N u m e r o u s s u b - g r o u p s w e r e i d e n t i f i e d b e y o n d
t h o s e p r e v i o u s l y i d e n t i f i e d i n t h e 2 0 0 8 C o o r d i n a t e d P l a n , s o m e w i t h u n i q u e t r i p
n e e d s . G r o u p s b o t h p r e v i o u s l y i d e n t i f i e d a n d n e w c o n s i s t o f t h e f o l l o w i n g :
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H o m e l e s s v e t e r a n s s e e k i n g e m p l o y m e n t ;
N e w l y r e t u r n i n g v e t e r a n s f r o m t h e I r a q a n d A f g h a n i s t a n t h e a t r e s a n d t h e i r
f a m i l i e s ;
A g r i c u l t u r a l w o r k e r s t r a v e l i n g f r o m i s o l a t e d a r e a s t o s o c i a l s e r v i c e s a n d
g r o c e r y s t o r e s ;
L o w - i n c o m e w o r k e r s l i v i n g i n o u t l y i n g r u r a l a r e a s , t r a v e l i n g t o r e t a i l a n d
h o s p i t a l i t y e m p l o y m e n t ;
I n d i v i d u a l s w i t h o u t c a r s t r a v e l i n g t o r e g i o n a l d e s t i n a t i o n s ;
U n e m p l o y e d p a r e n t s t r a v e l i n g t o j o b i n t e r v i e w s b u t a l s o w i t h d a y c a r e n e e d s ;
S t u d e n t s t r a v e l i n g t o c o m m u n i t y c o l l e g e s a n d h i g h s c h o o l s w i t h o u t f u n d s f o r
f u e l ;
O l d e r a d u l t s d e c r e a s i n g d r i v i n g a n d e x p l o r i n g n e w m o b i l i t y c h o i c e s ;
P e r s o n s w i t h d i s a b i l i t i e s l i v i n g j u s t b e y o n d t r a n s i t ' s % m i l 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 b o u n d a r i e s ; a n d
F a m i l i e s s e e k i n g r e u n i f i c a t i o n w i t h c h i l d r e n p l a c e d o u t s i d e o f t h e h o m e .
T h e 2 0 1 2 C o o r d i n a t e d P l a n u l t i m a t e l y d e s c r i b e s a n e n v i r o n m e n t w h e r e , a s a r e s u l t
o f t h e g r e a t r e c e s s i o n , t r a n s i t o p e r a t o r s e x p e r i e n c e d r e d u c e d l e v e l s o f f u n d i n g a n d
r e v e n u e s t r e a m s w h i l e u n d e r g o i n g a p e r i o d o f p o p u l a t i o n g r o w t h l e a d i n g t o a
v i g o r o u s d e m a n d f o r p u b l i c t r a n s i t s e r v i c e . T h e c o u n t y ' s p o p u l a t i o n h a s i n c r e a s e d
b y a l m o s t 4 0 p e r c e n t d u r i n g t h i s p a s t d e c a d e , a d d i n g a l m o s t a h a l f - m i l l i o n m o r e
A g e n d a I t e m 1 3
9 2
residents. Within this growth and as identified in the 2012 Coordinated Plan, the •
population of low-income individuals has gr?wn at a higher rate, a 46 percent
increase. Persons over age 65 have increased by 30 percent, a somewhat lower
rate of growth. Adults with disabilities are almost 9 percent of the county's
overall population. This context of a growing population with greatly varying needs
by the target groups of interest and extremely constrained resources is what
defines the goals and objectives of the 201 2 Coordinated Plan to the Coordinated
Plan in moving forward.
Implementing the 2 0 12 Coordinated Plan I 2 013 Universal Call for Projects
The 2008 Coordinated Plan and the 2012 Coordinated Plan do not provide funding
but serve as a guide for funding decisions to be made, specifically those related to
the federal JARC and New Freedom funds. The 2008 Coordinated Plan and the
2012 Coordinated Plan also serve as guidance documents for the disbursement of
Western County Measure A Specialized Transit funds. As such, it is a call for
projects that serves as the implementing vehicle for the funding of projects deemed
consistent with the 2008 Coordinated Plan and the 2012 Coordinated Plan.
Staff prepared a preliminary fund estimate for both Western County and the
Coachella Valley to support the 2013 Call for Projects, which is attached. While
funds have been identified, this estimate has been derived early in the process and •
the amounts, specifically the federal funds, are subject to change prior to staff
conducting the call. Additionally and with respect to the recommended funding
amounts contained in the table on Attachment 1, it should be noted that the
Commission previously approved a Western County Measure A reserve of
$2 million to be carried over from the 2011 Call for Projects. This reserve
consisted of the remainder of 1989 Measure A accumulated funds set aside for
specialized transit. Given that 2009 Measure A is not accumulating at a pace
consistent with past growth and program funding allocations, the reserve was
intended to provide stability to the funding levels contained in subsequent calls. As
a point of reference, while the table identifies another recommended carryover in
the amount of $1 million, the estimated amount available for funding is slightly
more than that contained in the 2011 Call for Projects. Staff continues to
recommend that a modest reserve be carried over in order to provide for ongoing
funding stability.
In order to conduct the 2013 Call for Projects, evaluation criteria and an application
package are required. Evaluation criteria resultant from the first and second call for
projects, as well as that developed from the 2008 Coordinated Plan and the
2012 Coordinated Plan will continue to be refined by staff and will be used to
develop the grant application package. This will allow proposers a complete and
Agenda Item 13
93
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f u l l u n d e r s t a n d i n g o f t h e g r a n t a p p l i c a t i o n p r o c e s s a s w e l l a s a l l o w t h o s e p r o j e c t s
m o s t c o n s i s t e n t w i t h t h e g o a l s a n d o b j e c t i v e s c o n t a i n e d i n t h e 2 0 0 8 a n d 2 0 1 2
C o o r d i n a t e d P l a n s t o r i s e t o t h e t o p f o r f u n d i n g .
S t a f f u p o n C o m m i s s i o n a p p r o v a l w i l l d e v e l o p t h e e v a l u a t i o n c r i t e r i a a n d t h e
a p p l i c a t i o n p a c k a g e . S t a f f e x p e c t s t o r e l e a s e t h e 2 0 1 3 C a l l f o r P r o j e c t s i n l a t e
N o v e m b e r / e a r l y D e c e m b e r 2 0 1 2 , w h i c h i s c o n s i s t e n t w i t h p r e v i o u s t i m e f r a m e s .
T h i s s c h e d u l e s h o u l d r e s u l t i n s t a f f p r e s e n t i n g a r e c o m m e n d a t i o n f o r f u n d i n g t o t h e
C o m m i s s i o n i n o r a r o u n d A p r i l 2 0 1 3 . G i v e n t h e c u r r e n t s u i t e o f p r o j e c t s e x p i r e s o n
J u n e 3 0 , 2 0 1 3 , s t a f f i s c o n f i d e n t t h a t t h i s p r o c e s s w i l l a l l o w f o r n o i n t e r r u p t i o n o f
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 c u r r e n t l y p r o v i d e d t o t h e c o m m u n i t y .
T h e r e i s n o f i n a n c i a l i m p a c t r e l a t e d t o t h e s t a f f r e c o m m e n d a t i o n s , a s a p p r o v a l o f
t h e u p d a t e t o t h e C o o r d i n a t e d P l a n d o e s n o t i n v o l v e a f u n d i n g c o m m i t m e n t a t t h i s
t i m e . A d d i t i o n a l l y , t h e 2 0 1 3 C a l l f o r P r o j e c t s f u n d s w i l l b e p r o g r a m m e d a n d
b u d g e t e d t h r o u g h t h e n o r m a l b u d g e t i n g p r o c e s s f o r F Y 2 0 1 3 / 1 4 a n d F Y 2 0 1 4 / 1 5 .
A t t a c h m e n t s :
1 ) 2 0 1 3 C a l l f o r P r o j e c t s F u n d E s t i m a t e
2 ) 2 0 1 2 C o o r d i n a t e d P l a n
A g e n d a I t e m 1 3
9 4
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A t t a c h m e n t 1
F Y 2 0 1 3 S P E C I A L I Z E D T R A N S I T C A L L F O R P R O J E C T S A V A I L A B L E F U N D I N G
E S T I M A T E D C A R R Y O V E R M E A S U R E A F U N D S A V A I L A B l E F O R F Y 2 0 1 3 C A l l . $
A V A l l A B L E J A R C / N F f O R F Y 2 0 1 3 C A U F O R P R O J E C T S { E S T I M A T E S }
J A R C 2 0 1 1 1 N e s t e r n C o u n t y
J A R C 2 0 1 2 . \ A / e s t e r n C o u n t y ( 1 0 0 % e s t i m a t e b a s e d o n S O % r e l e a s e }
0 J i : 2 0 1 1 W e s t e r n C o u n t y
7 5 7 , 5 7 8
8 2 3 , 5 6 3
3 4 5 , 3 3 4
~ � - ~ ~ - ~ ~ - ' ! . ~ ~ ~ _ ! : ~ - ~ ~ - s ~ ? - ~ - ~ ~ ~ r . J ~ Q Q ~ ~ - ~ ~ - ~ ~ ~ ~ - ~ ~ - ? - ~ - ~ ~ ~ - ? - ~ - ~ ~ 2 ~ - ~ ~ - ~ ~ - ~ - ~ ~ L - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - ~ ~ ? - ' - ~ - ~ ? . �
J A R c 2 0 1 1 C o a c h e l l a V a l l e y
J A R C 2 0 1 2 C V ( 1 0 0 % e s t i m a t e b
N F 2 0 1 1 C o a c h e l l a V a l l e y
T O T A L J A R C / N F
J A R C / N F 6 % A D r " i i i N F E E S 2 0 1 1
J A R C / N F 6 % A D M i N F E E S 2 0 1 2 ( E s t i r n a t e }
T O T A U A R C / N F A V A I L A B l E F O R F Y 2 0 1 3 C A l l
1
0 ? ' - ' a r e l e a s e )
T O T A l M E A S A / J A R C / N F A V A i l A B l E F O R F Y 2 0 1 3 C A l l
R E C O M M E N D E D S E T - A S I D E F O R F Y 2 0 1 5 C A l l
R E C O M M E N D E D F U N D I N G F O R F Y 2 0 1 3 C A l l F O R P R O J E C T S
2 0 8 , 1 1 5
2 3 3 , 3 1 8
1 0 6 A 6 9
1 1 6 , 4 6 4
2 , 9 6 8 , 3 7 6
8 5 , 0 5 0
9 3 , 0 5 3
$ 2 , 7 9 0 , 2 . 7 3
$
N o t e s :
1 . $ 5 , 1 6 3 , 4 7 8 c a r r y o v e r c o n s i s t s o f $ 2 m i l l i o n r e s e r v e s e t a s i d e ( f r o m 1 9 8 9 M e a s u r e A ) f r o m 2 0 1 1
C a l l f o r P r o j e c t s a l o n g w i t h a c c u m u l a t e d 2 0 0 9 M e a s u r e A .
2 .
3 .
A d m i n i s t r a t i v e f e e s a r e d i s t r i b u t e d a t a r a t e o f 3 % e a c h t o R T A , S u n l i n e a n d t h e C o m m i s s i o n i n
r e t u r n f o r p r o c e s s i n g o f f e d e r a l f u n d s t o s u b r e c i p i e n t s .
C o a c h e l l a V a l l e y d o e s n o t a c c u m u l 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 .
9 5
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P r e p a r e d f o 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
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 :
R i v e r s i d e , C A
F i n a l M a y 1 6 , 2 0 1 2
9 6
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2 0 1 2 U p d a t e t o t h e P u b l i c T r a n s i t - H u m a n S e r v i c e s
T r a n s p o r t a t i o n C o o r d i n a t i o n P l a n f o r R i v e r s i d e C o u n t y
2 0 1 2 U p d a t e t o t h e P u b l i c T r a n s i t - H u m a n S e r v i c e s
T r a n s p o r t a t i o n C o o r d i n a t i o n P l a n f o r R i v e r s i d e C o u n t y
E x e c u t i v e S u m m a r y
P l a n U p d a t e R e q u i r e m e n t
T h i s d o c u m e n t b r i n g s c u r r e n t t h e 2 0 0 8 P u b l i c T r a n s i t - H u m a n S e r v i c e s T r a n s p o r t a t i o n C o o r d i n a t i o n P l a n f o r
R i v e r s i d e C o u n t y . R e q u i r e d f o r u p d a t e e v e r y f o u r y e a r s , t h i s a u g m e n t s b u t d o e s n ' t r e p l a c e t h e e x t e n s i v e
w o r k d o n e f o r R i v e r s i d e C o u n t y ' s f i r s t c o o r d i n a t e d p l a n . T h e s e C o o r d i n a t e d P l a n s a r e i n t e n d e d t o p r o m o t e
m o b i l i t y b y i d e n t i f y i n g n e e d s a n d t r a n s p o r t a t i o n s e r v i c e g a p s o f t h r e e t a r g e t e d p o p u l a t i o n s :
" o l d e r p e r s o 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
" p e r s o n s o f l i m i t e d m e a n s .
T h e C o o r d i n a t e d P l a n d o e s n o t p r o v i d e f o r f u n d i n g , b u t h e l p s t o g u i d e f u n d i n g d e c i s i o n s , s p e c i f i c a l l y t h o s e
r e l a t e d t o F T A 5 3 1 6 - 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 } , 5 3 1 7 - N e w F r e e d o m p r o g r a m a n d t h e 5 3 1 0
C a p i t a l P r o g r a 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 . P r o j e c t s f u n d e d f r o m t h e s e p r o g r a m s m u s t b e
" d e r i v e d f r o m a l o c a l l y d e v e l o p e d , c o o r d i n a t e d p u b l i c t r a n s i t - h u m a n s e r v i c e s t r a n s p o r t a t i o n p l a n . " T h i s p l a n
c a n a l s o h e l p s u p p o r t a n d p r o v i d e r a t i o n a l e f o r a d d i t i o n a l f u n d i n g r e q u e s t s , b o t h b y 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 b y i t s h u m a n s e r v i c e s p a r t n e r s .
P o p u l a t i o n a n d D e m o g r a p h i c C h a n g e s
M o s t n o t a b l y , R i v e r s i d e C o u n t y h a s g r o w n b y a l m o s t 4 0 % i n t h e
p a s t d e c a d e , a d d i n g a n o t h e r 6 0 0 , 0 0 0 n e w r e s i d e n t s . T h e 2 0 1 0
C e n s u s i d e n t i f i e d R i v e r s i d e C o u n t y a s a m o n g t h e t w o 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 o f C a l i f o r n i a , g r o w i n g f r o m 1 . 5
m i l l i o n p e r s o n s t o 2 . 1 m i l l i o n r e s i d e n t s .
W i t h i n t h i s g r o w t h , t h e r e h a v e b e e n i m p o r t a n t c h a n g e s a m o n g
t h e t a r g e t g r o u p p o p u l a t i o n s :
" L o w - i n c o m e a d u l t s , a g e s 1 8 t o 6 4 , a r e a f a s t g r o w i n g
s u b - g r o u p , i n c r e a s i n g b y 4 6 % o v e r t h e p a s t d e c a d e a n d
a d d i n g 5 2 , 0 0 0 i n d i v i d u a l s .
" A d u l t s w i t h d i s a b i l i t i e s , a g e s 1 8 t o 6 4 , r e p r e s e n t 8 . 5
p e r c e n t o f t h e a d u l t p o p u l a t i o n o r 1 1 0 , 0 0 0 p e r s o n s .
" O l d e r a d u l t s , a g e s 6 5 a n d u p , a r e n o w 1 1 . 7 p e r c e n t o f
t h e C o u n t y ' s t o t a l p o p u l a t i o n , o r 2 5 3 , 0 0 0 p e r s o n s .
9 8
E x h i b i t E S - 1 , P e r c e n t C h a n g e i n P o p u l a t i o n b y
C a l i f o r n i a C o u n t i e s
, . , , ~ , ' ? < , - . : , p <
- ~ : : ~ :
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i i i
2012 Update to the Public Transit-Human Services
Transportation Coordination Plan for Riverside Co
• Oldest adults, ages 85 and older are the fastest growing sub-group, increasing to 1.4% of the
County's total population, over 30,000 individuals.
Analysis of work area profiles from 2010 Census information reported Riverside County had a total of
564,071 jobs, with the heaviest concentration of these, not surprisingly, in the urbanized areas and along the
County's major travel corridors. The distribution of jobs by industry shows the largest proportion of these
jobs were in Retail (13.2%}, followed by Educational Services (12.4%} and by Health Care and Social
Assistance (12.3%}.
Actions Since 2008 Coordinated Plan
The 2008 Plan called out four goals by which to improve the mobility of the three target groups, along with
eighteen objectives and dozens of possible implementing strategies. This Update reports on a wide range to
activities -spearheaded by RCTC and its many partners -and undertaken during these past four years,
responsive to the 2008 Coordinated Plan direction. Among many, two important initiatives include:
• RCTC's Specialized Transportation Program -Growing by over 300% and now providing 2% of all
public transportation trips, this mix of Federal and local funding provided for 257,000 trips in FY 10-
11 through community shuttles, mileage reimbursement, bus pass and rideshare projects, and
special fixed-route services. Travel training and mobility management projects were also supported.
• IE 511 Program -Initiated on February 1, 2011 this telephone and web-based information capability
provides real-time information for Riverside and San Bernardino Counties, with 302,498 unique web
visits and 838,657 total phone calls in its first 15 months of operation.
Exhibit ES-2, Riverside County Comparison of Trips Provided
j; "i / .; \)\'1 .. ·l\·1· \ r ~ .. ~ ... ~;~ .. ~A~!-·~~
99
Across
Modes Over Four Years
This Update documents the
overall volume of public
transportation trips provided in
Riverside County, compared to
four years ago. The countywide
total increased from almost 13.9
million trips to 16.1 million trips,
a 16% increase. This is notable
given that while population
increased, the public transit
funding base declined during
this same period. It is,
therefore, impressive that
during this same period, trips
per capita increased 5%, from
6.9 to 7.2 trips per capita for all
modes across the county.
iv
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2 0 1 2 U p d a t e t o t h e P u b l i c T r a n s i t - H u m a n S e r v i c e s
T r a n s p o r t a t i o n C o o r d i n a t i o n P l a n f o r R i v e r s i d e C o u n t y
C u r r e n t M o b i l i t y N e e d s
T h i s U p d a t e i n v o l v e d f i v e c o m m u n i t y w o r k s h o p s a c r o s s t h e c o u n t y , s e v e r a l s t a k e h o l d e r s m e e t i n g s a n d a n
i n v i t a t i o n f o r c o m m e n t s f r o m R C T C ' s 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 D a t a b a s e , w i t h 6 6 1 o r g a n i z a t i o n a l e n t r i e s .
D i s c u s s i o n s i d e n t i f i e d n e e d s b y s u b - a r e a s o f t h e C o u n t y , b y t r i p - t y p e a n d w i t h i n t h e t a r g e t p o p u l a t i o n s .
D e s p i t e t h e g r o w i n g p u b l i c t r a n s i t r i d e r s h i p t h a t t h i s 2 0 1 2 U p d a t e d o c u m e n t s , t h e r e a r e c o n t i n u i n g a n d s o m e
n e w u n m e t t r a n s p o r t a t i o n n e e d s a n d s e r v i c e g a p s f o r t h e t a r g e t p o p u l a t i o n s . N u m e r o u s s u b - g r o u p s w e r e
i d e n t i f i e d , s o m e w i t h u n i q u e t r i p n e e d s a n d i n c l u d i n g s e v e r a l n e w g r o u p s :
" h o m e l e s s v e t e r a n s s e e k i n g e m p l o y m e n t
" n e w l y r e t u r n i n g v e t e r a n s f r o m t h e I r a q a n d A f g h a n i s t a n t h e a t r e s a n d t h e i r f a m i l i e s
" a g r i c u l t u r a l w o r k e r s t r a v e l i n g f r o m i s o l a t e d a r e a s t o s o c i a l s e r v i c e s a n d g r o c e r y s t o r e s
" l o w - i n c o m e w o r k e r s l i v i n g i n o u t l y i n g r u r a l a r e a s , t r a v e l i n g t o r e t a i l a n d h o s p i t a l i t y e m p l o y m e n t
" i n d i v i d u a l s w i t h o u t c a r s t r a v e l i n g t o r e g i o n a l d e s t i n a t i o n s
" u n e m p l o y e d p a r e n t s t r a v e l i n g t o j o b i n t e r v i e w s b u t a l s o w i t h d a y c a r e n e e d s
" s t u d e n t s t r a v e l i n g t o c o m m u n i t y c o l l e g e a n d h i g h s c h o o l s w i t h o u t f u n d s f o r f u e l
" o l d e r a d u l t s d e c r e a s i n g d r i v i n g a n d e x p l o r i n g n e w m o b i l i t y c h o i c e s
" p e r s o n s w i t h d i s a b i l i t i e s l i v i n g j u s t b e y o n d t r a n s i t ' s % m i l e A D A b o u n d a r i e s
" f a m i l i e s s e e k i n g r e u n i f i c a t i o n w i t h c h i l d r e n p l a c e d o u t s i d e o f t h e h o m e .
E x h i b i t E S - 3 , C o m p i l e d U n m e t T r a n s p o r t a t i o n N e e d s
1 . E x p a n d e d t r a n s i t s e r v i c e o p e r a t i n g h o u r s a n d f r e q u e n c i e s .
2 . I n c r e a s i n g t r a n s i t ' s s p e e d s o t h a t t r i p s t o r e g i o n a l d e s t i n a t i o n s ( w o r k ,
3 . A d d r e s s i n g u n s e r v e d g e o g r a p h i c p o c k e t s , i n c l u d i n g a r e a s w h e r e t r a n s i t
s e r v i c e s w e r e r e d u c e d .
5 . S e r v i c e s t a r g e t e d t o s p e c i a l i z e d n e e d s : n o n - e m e r g e n c y m e d i c a l
t r a n i o n a n d o t h e r a l i z e d s h u t t l e s a n d s e r v i c e s .
6 . I m p r o v e d c o n n e c t i o n s b e t w e e n s e r v i c e s : r a i l a n d t r a n s i t ; b e t w e e n
� u r i s d i c t i o n s .
7 . B u i l d i n g c a p a c i t y o f h u m a n 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 s p e c i a l i z e d
p o p u l a t i o n s ' t r i p s t h r o u g h n o n - t r a d i t i o n a l m o d e s .
1 . M a i n t a i n i n g a n d e x p a n d i n g e x i s t i n g t r a n s i t i n f o r m a t i o n t o o l s .
2 . A d d r e s s i n g s a f e t y a n d s e c u r i t y c o n c e r n s , t h r o u g h b u s s t o p a m e n i t i e s ,
a n d o f a c c e s s .
3 . T r o v e / t r a i n i n g t o i n d i v i d u a l s a n d a g e n c y s t a k e h o l d e r s t o l e a r n a b o u t
a n d t o u s e a v a i l a b l e b l i c t r a n s i t .
4 . E x p a n d i n g i n f o r m a t i o n t o o l s s u p p o r t i n g s p e c i a l i z e d p o p u l a t i o n s '
t r a v e l , i n c l u d i n g v e t e r a n s , o l d e r a d u l t s d e c r e a s i n g d r i v i n g a n d n o n -
r e s i d e n t s a n d o t h e r t a
5 . S u p p o r t i n g v e h i c l e e q u i p m e n t t h a t e n s u r e s l i f t - e q u i p p e d v e h i c l e
a v a i l a b i l i t y t h a t i s s a f e a n d r e l i a b l e .
6 . S u p p o r t i n g t e c h n o l o g y i n n o v a t i o n s p r o m o t i n g s e r v i c e r e l i a b i l i t y , s a f e t y
a n d c o s t - e f f e c t i v e n e s s .
1 0 0
v
2012 Update to the Public Transit-Human Services
Transportation Coordination Plan for Riverside County
Establishing 2012 Coordinated Plan Priorities
This 2012 Coordinated Plan Update process identified a multiplicity of needs, consolidated into the previously
presented, Exhibit E-3 and grouped in two areas: 1) Maintaining and Building Capacity, trip-related
activities, and in 2) Promoting Transportation Access and Information Portals, various infrastructure-related
activities. These two areas point to important priorities for this 2012 Update.
The Coordinated Plan is required by regulation to establish priorities that can guide future funding decisions.
Exhibit ES-4 presents the three recommended priority areas with possible implementing objectives to provide
Riverside County with direction for improving mobility of the three target populations. To the two priority
areas developed through this Update process, a third is added, 3) Coordination Leadership, brought forward
from the 2008 Coordinated Plan process. This third goal, and its three related objectives, provides for
continuing leadership important to moving the other two goals ahead.
Exhibit ES-4, 2012 Coordinated Plan Update
Prioritized Transportation Goals and Objectives
GOALl: MAINTAINING AND BUILDING CAPACITY TO MEET INDIVIDUALIZED NEEDS
1.1 Expanded fixed-route services
1.2 Improved interconnectivity
1.3 Purpose-specific regional services
1.4 Expanded capacity of targeted human service transportation
GOAL2: PROMOTING TRANSPORTATION ACCESS AND INFORMATION PORTALS
2.1 Expanded transit information portals
2.2 Promoting travel training
2.3 Targeted mobility management initiatives
2.4. Capital projects supporting transit accessibility or safety for use by the target populations
2.5 Capital projects for innovative technology to improve reliability or cost-effectiveness of
services to.the target populations
G0Al3: COORDINATION lEADERSHIP
3.1 Continuing to promote coordination between public transit & human services organizations
3.2 Continuing Specialized Transportation Call for Project administration
3.3 Reporting on outcomes and successes for transit funding invested
RCTC anticipates a future Call for Projects for its Specialized Transportation Program, late in 2012, involving
JARC, New Freedom and Measure A funds. This Coordinated Plan Update provides direction to those
interested, willing and able partners who may be applying for funds available under the Call. These priority
areas of Exhibit ES-4 suggest the types of project objectives that will be in line with Riverside County
priorities. Prospective applicant agencies will want to carefully review Chapter V of this Coordinated Plan to
help build projects and grant requests that are more likely to secure the always too-limited funding.
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2 0 1 2 U p d a t e t o t h e P u b l i c T r a n s i t - H u m a n S e r v i c e s
T a b l e o f C o n t e n t s
E X E C U T I V E S U M M A R Y
I . W H A T I S T H E P U R P O S E O F T H E U P D A T E ?
F e d e r a l S t a t u t e a n d R e q u i r e m e n t
R i v e r s i d e C o u n t y ' s 2 0 0 8 C o o r d i n a t e d P l a n
U p d a t e ' s A p p r o a c h
I I . W H A T P O P U L A T I O N S D O E S T H I S U P D A T E C O N S I D E R ?
R i v e r s i d e C o u n t y P o p u l a t i o n C h a n g e s
R i v e r s i d e C o u n t y W o r k A r e a P r o f i l e s
I l l . I M P L E M E N T A T I O N A C T I O N S S I N C E T H E 2 0 0 8 C O O R D I N A T E D P L A N ?
A c t i o n s T a k e n o n 2 0 0 8 C o o r d i n a t e d P l a n G o a l s a n d O b j e c t i v e s
R C T C ' s 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 P r o g r a m - S e r v i c e s , T r i p s
P r o v i d e d a n d L e s s o n s L e a r n e d
I l l
1
1
1
2
3
3
6
1 0
1 0
1 5
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 R e s o u r c e s 1 8
I V . W H A T N E E D S A R E R E P O R T E D N o w ? 1 9
C o m m u n i t y O u t r e a c h A p p r o a c h 1 9
W h a t D i d W e L e a r n - W h a t N e e d s W e r e R e p o r t e d ? 2 1
V . W H A T P R I O R I T I E S W I L L A D D R E S S I D E N T I F I E D T R A N S P O R T A T I O N G A P S ? 2 8
T h e m e s i n U n m e t T r a n s p o r t a t i o n N e e d s a n d S e r v i c e G a p s 2 8
E s t a b l i s h i n g 2 0 1 2 C o o r d i n a t e d P l a n P r i o r i t i e s 3 0
I m p l e m e n t i n g 2 0 1 2 P r i o r i t i e s 3 3
A P P E N D I C E S 3 5
A p p e n d i x A : 2 0 1 0 C e n s u s , R i v e r s i d e C o u n t y W o r k A r e a P r o f i l e R e p o r t 3 6
A p p e n d i x B : R C T C ' s 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 P r o g r a m F Y 0 9 / 1 0 T r i p s a n d
C o s t D e t a i l b y P r o j e c t 3 8
A p p e n d i x C : W o r k s h o p A n n o u n c e m e n t I n v i t a t i o n a n d S p a n i s h - L a n g u a g e F l y e r 3 9
A p p e n d i x D : S u m m a r y o f C o m m e n t s R e c e i v e d b y R C T C V i a E m a i l 4 1
A p p e n d i x 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 S t a k e h o l d e r D a t a b a s e A g e n c i e s , 4 5
2 0 1 1
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v i i
2012 Update to the Public Transit-Human Services
Transportation Coordination Plan for Riverside County
LIST OF EXHIBITS
Exhibit ES-1: Percent Change in Population by California Counties
Exhibit ES-2: Riverside County Comparison of Trips Provided Across Modes
Over Four Years
Exhibit ES-3: Compiled Unmet Transportation Needs
Exhibit ES-4: 2012 Coordinated Plan Update-Prioritized Goals and Objectives
Exhibit 1: Percent Change of Population in California's Counties
Exhibit 2: Target Populations for JARC, New Freedom, and Section 5310
Exhibit 3: Riverside County Target Populations, Proportions of Total Population
and Percent Change
Exhibit 4: 2010 Riverside County Jobs by Industry Sector, US Census
Exhibit SA: West Riverside County Employment Estimates Map
Exhibit SB: East Riverside County Employment Estimates Map
Exhibit 6: Actions Taken Addressing 2008 Coordinated Transportation Plan
Exhibit 7: RCTC Specialized Transportation Program, Trips by Project Type
Exhibit 8: 2010 RCTC Subsidy per Trip by Project Type
Exhibit 9: Specialized Transportation Program Project Types and Trips Provided
Exhibit 10: Public Transit and Other Specialized Transportation Trips Provided
Exhibit 11: Compiled Unmet Transit Needs
Exhibit 12: Recommended 2012 Coordinated Plan Update Priority Areas
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2 0 1 2 U p d a t e t o t h e P u b l i c T r a n s i t - H u m a n S e r v i c e s
T r a n s p o r t a t i o n C o o r d i n a t i o n P l a n f o r R i v e r s i d e C o u n t y
2 0 1 2 U p d a t e t o t h e P u b l i c T r a n s i t - H u m a n S e r v i c e s
T r a n s p o r t a t i o n C o o r d i n a t i o n P l a n f o r R i v e r s i d e C o u n t y
I . W h a t i s t h e P u r p o s e o f t h e U p d a t e ?
T h i s i n t r o d u c t o r y c h a p t e r s e t s f o r t h s t a t u t o r y a n d l o c a l p l a n n i n g p u r p o s e s t h a t r e q u i r e a n d s h a p e t h i s
2 0 1 2 U p d a t e t o t h e P u b l i c T r a n s i t - H u m a n S e r v i c e s T r a n s p o r t a t i o n C o o r d i n a t i o n P l a n .
F e d e r a l S t a t u t e a n d R e q u i r e m e n t
T h e p a s s a g e o f 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 , P u b l i c l a w 1 0 9 - 0 5 9 ) , s i g n e d i n t o l a w i n A u g u s t 2 0 0 5 , e s t a b l i s h e d a n e w p l a n n i n g
r e q u i r e m e n t a t t h e l o c a l l e v e l . F e d e r a l a u t h o r i z i n g l e g i s l a t i o n o f S A F E T E A - l U l i n k e d t w o e x i s t i n g
p r o g r a m s , � 5 3 1 6 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 a n d � 5 3 1 0 E l d e r l y 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
c a p i t a l p r o g r a m , w i t h a t h i r d , a n e w i n i t i a t i v e c a l l e d � 5 3 1 7 N e w F r e e d o m p r o g r a m , t h r o u g h a
c o o r d i n a t i o n p l a n . T h e i n t e n t w a s t o i d e n t i f y t h e t r a n s p o r t a t i o n n e e d s o f i n d i v i d u a l s w i t h d i s a b i l i t i e s ,
o l d e r a d u l t s a n d p e r s o n s w i t h l o w i n c o m e s . B y i d e n t i f y i n g s u c h n e e d s - a n d r e s o u r c e s i n p l a c e t o
a d d r e s s t h e s e - i t w a s a n t i c i p a t e d t h a t t h e t w o s e r v i c e s e c t o r s o f p u b l i c 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 s c o u l d c o o r d i n a t e t o b e t t e r m e e t s u c h n e e d s . S p e c i f i c a l l y , f e d e r a � l g u i d a n c e r e q u i r e s t h e P l a n t o
i d e n t i f y s t r a t e g i e s f o r m e e t i n g l o c a l n e e d s , i n c l u d i n g c o o r d i n a t i o n s t r a t e g i e s ; a n d t o p r i o r i t i z e
t r a n s p o r t a t i o n n e e d s a n d p r o j e c t s f o r f u n d i n g t h r o u g h � 5 3 1 0 , 5 3 1 6 o r 5 3 1 7 . 1
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R i v e r s i d e C o u n t y ' s 2 0 0 8 C o o r d i n a t e d P l a n
I n 2 0 0 7 , 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 e g a n a n e x t e n s i v e c o o r d i n a t e d p l a n n i n g p r o c e s s .
A l m o s t a y e a r - l o n g p r o c e s s , i t i n c l u d e d e x t e n s i v e p ~ b l i c o u t r e a c h a n d a n a n a l y s i s o f r e s o u r c e s , n e e d s
a n d g a p s t h a t r e s u l t e d i n i d e n t i f i e d p r i o r i t i e s d e s c r i b e d i n t e r m s o f f o u r g o a l s , e i g h t e e n o b j e c t i v e s a n d
5 9 p o s s i b l e i m p l e m e n t a t i o n a c t i o n s , s t r a t e g i e s o r p r o j e c t s . T h e c u l m i n a t i n g d o c u m e n t 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 i n A p r i l 2 0 0 8 : t h e P u b l i c - T r a n s i t H u m a n S e r v i c e s T r a n s p o r t a t i o n C o o r d i n a t i o n P l a n
f o r R i v e r s i d e C o u n t y . 4 T h i s p l a n e n a b l e d R C T C t o c o m p e t i t i v e l y a l l o c a t e J A R C a n d N e w F r e e d o m f u n d s
a p p o r t i o n e d t o t h e r e g i o n b y c o n d u c t i n g 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 C a l l s f o r P r o j e c t s . R C T C d i r e c t e d
1 C I R C U l A R . F T A C 9 0 7 0 . 1 F . 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 . 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 . M a y 1 , 2 0 0 7
E L D E R L Y I N D I V I D U A L S A N D I N D I V I D U A L S W I T H D I S A B I L I T I E S P R O G R A M G U I D A N C E A N D A P P L I C A T I O N I N S T R U C T I O N S .
2 C I R C U l A R . F T A C 9 0 5 0 . 1 . 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 . 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 . M a y 1 , 2 0 0 7 . S u b j e c t : T H E 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 ) P R O G R A M G U I D A N C E A N D A P P L I C A T I O N I N S T R U C T I O N S .
3 C I R C U l A R . F T A C 9 0 4 5 . 1 . 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 . 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 . M a y 1 , 2 0 0 7 . S u b j e c t : N E W F R E E D O M P R O G R A M
G U I D A N C E A N D A P P L I C A T I O N I N S T R U C T I O N S .
4 P u b l i c T r a n s i t - H u m a n S e r v i c e s T r a n s p o r t a t i o n C o o r d i n a t i o n P l a n f o r R i v e r s i d e C o u n t y , A p r i l 2 0 0 8 . P r e p a r e d b y A M M A T r a n s i t P l a n n i n g , J u d i t h
N o r m a n - T r a n s p o r t a t i o n C o n s u l t i n g a n d T r a n s p o r t a t i o n P o l i c y a n d P l a n n i n g .
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2012 Update to the Public Transit-Human Services
Transportation Coordination ~lan for Riverside County
significant attention to developing willing and able partners through numerous outreach processes in
order to develop viable grant applications.
The first Universal Call for Specialized Transportation Projects was held in 2009. Western Riverside
County's allocation included Measure A specialized transportation funds along with its Western
Riverside JARC and New Freedom.apportionments while Coachella Valley's was only for federal funding.
A total of twenty-two projects were awarded through the 2009 Call, seventeen in Western Riverside
County and five in Coachella Valley; these projects concluded their two-year terms on June 30, 2011.
A second Specialized Transportation Call for Projects, announced in November, 2010, awarded twenty
projects for a two-year cycle beginning implementation on July 1, 2011 and running through June 2013.
The 2008 Coordinated Plan has, therefore, been used in support of projects derived from the
Coordinated Plan, now over two competitive cycles, providing guidance and rationale for new
transportation service or improved services oriented towards the three target populations-individuals
with disabilities, older adults and persons of low income.
Update's Approach
This Update is prepared to augment the 2008 Public Transportation-Human Services Coordination Plan
and serve several purposes:
1) To perform the update per FTA circulars' requirement that these should be completed every
four years, at a minimum.
2) To reflect the changing and evolving needs within the county with regard to transportation
demand and resources related to the target populations.
3) To document new unmet transportation needs while validating those identified previously.
4) To continue supporting and improving RCTC's specialized transportation program, including:
> Review of the Call for Projects selection criteria, priorities and program evaluation;
> Examination of the administrative challenges faced by both RCTC and human service
transportation providers associated with the specialized transportation program.
This Update does not replace the 2008 Coordinated Plan as much of that still stands, remaining as a
resource document for coordination of public transit and human service transportation in Riverside
County. The Update documents current unmet transit needs on behalf of the three target populations,
older persons, persons with disabilities and persons of low-income. The Update identifies priorities that
reflect 2012 funding and service realities, providing future guidance for use of scarce resources.
To develop this 2012 Coordinated Plan Update, RCTC staff and the consultant team undertook various
activities: updating demographic information to include 2010 Census information; conducting five public
workshops and community meetings around the County; and conducting outreach through Riverside
County's Transportation Network Database via email to almost 300 agency contacts and physical
mailings to 660 agency representatives. The resultant recommended priorities set forth in Section V of
this document were developed from an analysis of information received from these multiple sources .
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2 0 1 2 U p d a t e t o t h e P u b l i c T r a n s i t - H u m a n S e r v i c e s
T r a n s p o r t a t i o n C o o r d i n a t i o n P l a n f o r R i v e r s i d e C o u n t y
I I . W h a t P o p u l a t i o n s D o e s t h i s U p d a t e
C o n s i d e r ?
C h a n g e s i n t h e c o u n t y ' s d e m o g r a p h i c s o v e r t h e p a s t t e n y e a r s a n d i m a g e s o f c u r r e n t e m p l o y m e n t
d e n s i t y a r e p r e s e n t e d h e r e , t o f r a m e a n u n d e r s t a n d i n g o f m o b i l i t y n e e d s o f t h r e e t a r g e t . g r o u p s .
R i v e r s i d e C o u n t y P o p u l a t i o n C h a n g e s
P o p u l a t i o n a s s e s s m e n t s p r o v i d e a . b a s i s f o r e s t i m a t i n g t h e d e m a n d f o r t r a n s p o r t a t i o n s e r v i c e s .
M e a s u r i n g p o p u l a t i o n g r o w t h f o r a g i v e n t a r g e t g r o u p p r o v i d e s i n s i g h t i n t o w h i c h m o d e s o f
t r a n s p o r t a t i o n m a y r e q u i r e f u t u r e e n h a n c e m e n t . T o a s s e s s p o p u l a t i o n g r o w t h i n R i v e r s i d e C o u n t y ,
e s t i m a t e s f r o m t h e 2 0 1 0 A m e r i c a n C o m m u n i t y S u r v e y f i v e - y e a r e s t i m a t e s ( A C S ) a r e c o n t r a s t e d w i t h
c o u n t s f r o m t h e 2 0 0 0 U . S . C e n s u s .
C u r r e n t e s t i m a t e s p l a c e t h e c o u n t y ' s t o t a l
p o p u l a t i o n a t n e a r l y 2 . 2 m i l l i o n r e s i d e n t s ,
r e p r e s e n t i n g a n i n c r e a s e o f a l m o s t 4 0 p e r c e n t
o v e r t h e p a s t d e c a d e . T h i s m a k e s R i v e r s i d e
C o u n t y , a l o n g w i t h P l a c e r C o u n t y , o n e o f _ t h e
t w o f a s t e s t g r o w i n g C a l i f o r n i a c o u n t i e s b y
p e r c e n t o f i n c r e a s e , a s r e p o r t e d b y t h e U . S .
C e n s u s .
C h a n g e s i n p o p u l a t i o n b e t w e e n t h e s e t w o
r e p o r t i n g p e r i o d s a r e s h o w n i n E x h i b i t 2
f o l l o w i n g . A t t h e t i m e o f t h i s w r i t i n g t h e
r e c e n t l y c o l l e c t e d 2 0 1 0 C e n s u s d e m o g r a p h i c s
h a v e n o t b e e n f u l l y t a b u l a t e d a n d r e s u l t s a r e
n o t a v a i l a b l e f o r m a n y p o p u l a t i o n s u b g r o u p s .
I n E x h i b i t 2 f o l l o w i n g , R i v e r s i d e C o u n t y ' s
p o p u l a t i o n i s a n a l y z e d f o r c h a n g e a m o n g
s u b g r o u p s , c o n s i d e r e d f o r t h e a d u l t
p o p u l a t i o n a g e s 1 8 - 6 4 a n d f o r t h e s e n i o r
E x h i b i t 1
P e r c e n t C h a n g e o f P o p u l a t i o n i n C a l i f o r n i a ' s C o u n t i e s 5
\ .
r t ; n ; l l l ( ' h w ) t ~
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1 ~ . C 1 > > : ! < 1 , < 1
L , � , , - l i H I > ' ! t . l < )
( ' C ~ , , ) _ ( J
, " ' ' - � X < > t : ; > . . f . _ l
p o p u l a t i o n a g e s 6 5 a n d o v e r . T h e s e t w o g r o u p s a r e t h e n d e t a i l e d i n r e l a t i o n t o t w o o f t h e t a r g e t
p o p u l a t i o n s o f S A F E T E A - L U : l o w - i n c o m e p e r s o n 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 .
5 C e n s u s 2 0 1 0 : C a l i f o r n i a C o u n t i e s b y G r o w t h , B y K e v i n R o d e r i c k , L A O b s e r v e d , 1 M a r c h 8 , 2 0 1 1
h t t p : / / w w w . l a o b s e r v e d . c o m / a r c h i v e / 2 0 1 1 / 0 3 / c e n s u s 2 0 1 0 c a l i f o r n i a c o . p h p
1 0 6
3
2012 Update to the Public Transit-Human Services
Transportation Coordination Plan for Riverside County
Low-income is defined as being at or below the national threshold for poverty based on income and the
number of individuals in a household. Population estimates for persons with disabilities are available
from the 2010 American Community Survey (ACS) but cannot be directly compared to Census 2000
disability figures due to changes in the way these characteristics are enumerated. This newer approach
relates to individual physical limitations rather than the 2000 classifications of disability that were more
generalized. Specifically, the 2008 Public Transit-Human Services Coordination Plan utilized the 2000
census attribute "go-outside-home" disability characteristic which was not continued with the 2010
Census or the 2007-2010 ACS enumerations.
Exhibit 2
TARGET POPULATIONS for JARC, New Freedom, and Section 5310 Programs
(2000 Census]
Riverside %of Total
County County
People by Population
2000 Census Attribute, Summary File 3
2010 American Community Survey 3-year Estimates
Category
(non-institutionalized) Ages 16-64 "go-outside-home" disability (2000)
Disability (non-institutionalized) Ages 18-64 (2010) [4)
with % of all seniors
Seniors, ages 75-84
with % of all seniors
Seniors, ages 85+
with % of all seniors
Disability (non-institutionalized) Ages 65+ "go-outside-home" disability (2000) [4)
Disability (non-institutionalized) Ages 65+ (2010) [4)
with
[1) Census 2000 Summary File 3, P001 Total Population, 2008-2010 American Community Survey 3-year Estimates
(2010 ACS]
Riverside
County
People by
Category
11.9%
19,821
7.8%
(2) Extrapolated from Census 2000 Summary File 3, P008 Sex by Age 1 901001 Sex by Age, 2008-2010 American Community Survey 3-year Estimates
%of Total % Change
County from 2000
Population to 2010
0.9% 37.3%
[3) Extrapolated from Census 2000 Summary File 3, P087 Poverty Status in 1999 by age 1817001 Poverty Status in the Past 12 Months by Sex by Age 2008-2010 American Community Survey 3-year
Estimates
(4} Extrapolated from Census 2000 Summary File 3, P047 Age by types of disability for the civilian non-institutionalized population 5 years & over with disablities I S1810 Disability Characteristics-2008-
2010 American Community Survey 3-year Estimates
Al\: ·1·1\·1· ·i\ .A.'. _J..-·'"" .
• .... A"'"'' .... ~ ...... -.. ~
107
4
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" J l , . 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 " E x h i b i t 3 " 2 0 1 2 U p d a t e t o t h e P u b l i c T r a n s i t - H u m a n S e r v i c e s T r a n s p o r t a t i o n C o o r d i n a t i o n P l a n f o r R i v e r s i d e C o u n t y R i v e r s i d e C o u n t y T a r g e t P o p u l a t i o n s P r o p o r t i o n s o f T o t a l P o p u l a t i o n a n d P e r c e n t C h a n g e T o t a l P o p u l a t i o n ~ 1 % o f T o t a l P o p [ 5 2 % . . . ! ~ - ~ ~ ~ ~ w - ~ - - - ~ - - - . . . . . 1 A d u l t s w / D i s a b i l i t i e s * I l l 2 0 0 0 C e n s u s " 2 0 1 0 A C S E s t i m a t e s 7 . 6 % o f T o t a l P o p 4 6 % . . . A d u l t s L o w - I n c o m e 1 1 . 7 % o f T o t a l P o p O l d e r A d u l t s 6 5 + * M e t h o d s f o r c o l l e c t i n g a n d r e p o r t i n g d i s a b i l i t y c h a r a c t e r i s t i c s c h a n g e d b e t w e e n 2 0 0 0 C e n s u s a n d 2 0 1 0 A C S . i \ ~ r ~ r � : \ 5 1 0 8
"
"
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2 0 1 2 U p d a t e t o t h e P u b l i c T r a n s i t - H u m a n S e r v i c e s
T r a n s p o r t a t i o n C o o r d i n a t i o n P l a n f o r R i v e r s i d e C o u n t y
A s p r e v i o u s l y p r e s e n t e d i n E x h i b i t 2 a n d d e p i c t e d i n E x h i b i t 3 , t h e o v e r a l l C o u n t y p o p u l a t i o n g r o w t h o f a
3 9 p e r c e n t i n c r e a s e i s a v e r y s i g n i f i c a n t r a t e o f i n c r e a s e . T h i s r e p r e s e n t s t h e a d d i t i o n o f a l m o s t a h a l f -
m i l l i o n m o r e i n d i v i d u a l s t o R i v e r s i d e C o u n t y o v e r t e n y e a r s .
F i n d i n g s a m o n g t h e s u b g r o u p s i n d u d e :
" T h e a d u l t p o p u l a t i o n a g e s 1 8 - 6 4 i n c r e a s e d b y m o r e t h a n 4 5 p e r c e n t , a d d i n g 4 0 0 , 0 0 0
i n d i v i d u a l s . T h i s a g e g r o u p e n c o m p a s s e s 1 . 3 m i l l i o n p e r s o n s a n d r e p r e s e n t s a l m o s t 6 0 p e r c e n t
o f t h e C o u n t y ' s t o t a l p o p u l a t i o n .
" L a w - i n c o m e a d u l t s a r e t h e f a s t e s t g r o w i n g g r o u p i n R i v e r s i d e C o u n t y , i n c r e a s i n g b y 4 6 p e r c e n t
s i n c e t h e 2 0 0 0 C e n s u s , t o a d d a l m o s t 5 2 , 0 0 0 i n d i v i d u a l s a n d r e p r e s e n t i n g 7 . 6 p e r c e n t o f t h e
C o u n t y ' s t o t a l p o p u l a t i o n .
" A d u l t s w i t h d i s a b i l i t i e s , b e l o w a g e 6 5 t o t a l 8 . 5 p e r c e n t o f t h e a d u l t p o p u l a t i o n o r 1 1 0 , 0 0 0
p e r s o n s a n d 5 . 1 p e r c e n t o f t h e C o u n t y ' s t o t a l p o p u l a t i o n .
" T h e o l d e r a d u l t p o p u l a t i o n a g e s 6 5 o r o l d e r h a s i n c r e a s e d b y 3 0 p e r c e n t , a d d i n g 5 8 , 0 0 0
p e r s o n s . T h e s e 2 5 3 , 0 0 0 p e r s o n s r e p r e s e n t 1 1 . 7 p e r c e n t o f t h e C o u n t y ' s t o t a l p o p u l a t i o n .
O l d e r a d u l t s a r e f u r t h e r e x a m i n e d b y a g e g r o u p , d e t a i l e d i n E x h i b i t 2 p r e v i o u s l y , g i v e n t h a t f r a i l t y
i n c r e a s e s w i t h a g e a n d a s s u m i n g t h a t t h e o l d e s t s e n i o r s w i l l p r e s e n t g r e a t e r n e e d f o r m o r e 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 o p t i o n s t h a n y o u n g e r s e n i o r s . F o r R i v e r s i d e C o u n t y ' s o l d e r a d u l t s , t h i s a n a l y s i s i n d i c a t e s :
" Y o u n g e s t s e n i o r s , a g e s 6 5 t o 7 4 a r e t h e l a r g e s t s e n i o r g r o u p r e p r e s e n t i n g 5 4 p e r c e n t o f a l l
s e n i o r s .
" O l d e s t s e n i o r s , a g e s 8 5 a n d o l d e r , w e r e t h e f a s t e s t g r o w i n g s u b - g r o u p a m o n g s e n i o r s ,
i n c r e a s i n g a t a r a t e o f a l m o s t 5 0 p e r c e n t .
" T h e 2 0 1 0 A C S e s t i m a t e s i n d i c a t e t h a t s e n i o r s r e p o r t i n g s o m e f o r m o f d i s a b i l i t y r e p r e s e n t
a l m o s t o n e - t h i r d o f a l l s e n i o r s . A s a g r o u p t h e s e s e n i o r s r e p r e s e n t m o r e t h a n f o u r p e r c e n t o f
t h e R i v e r s i d e C o u n t y ' s t o t a l p o p u l a t i o n . T h e d i s a b i l i t i e s m o s t f r e q u e n t l y r e p o r t e d a m o n g o l d e r
p e r s o n s w i t h d i s a b i l i t i e s a r e d i f f i c u l t y w a l k i n g a n d l i v i n g i n d e p e n d e n t l y .
R i v e r s i d e C o u n t y W o r k A r e a P r o f i l e s
I n 2 0 1 0 t h e r e w e r e a n e s t i m a t e d t o t a l o f 5 6 4 , 0 7 1 j o b s i n R i v e r s i d e C o u n t y a c c o r d i n g t o t h e S t a t e o f
C a l i f o r n i a u n e m p l o y m e n t i n s u r a n c e w a g e r e c o r d s . T h i s i n f o r m a t i o n w a s r e c e n t l y c o m p i l e d b y t h e U . S .
C e n s u s B u r e a u a n d p u b l i s h e d i n t h e i r " O n T h e M a p " o n l i n e m a p p i n g a n d r e p o r t i n g a p p l i c a t i o n . T h e
d i s t r i b u t i o n o f t h e s e j o b s i s s h o w n o n m a p s a t t h e e n d o f t h i s s e c t i o n . N o t s u r p r i s i n g l y , t h e s e d e p i c t t h e
h e a v y c o n c e n t r a t i o n o f e m p l o y m e n t i n t h e u r b a n i z e d a r e a s o f R i v e r s i d e C o u n t y a n d a l o n g i t s m a j o r
t h o r o u g h f a r e s .
R i v e r s i d e C o u n t y ' s w o r k i n g p o p u l a t i o n i s c o m p r i s e d o f s l i g h t l y m o r e f e m a l e w o r k e r s t h a n m a l e w o r k e r s .
H i s p a n i c s a n d L a t i n o s a c c o u n t f o r 3 9 p e r c e n t o f t h e l a b o r f o r c e . T h e m a j o r i t y ( 5 6 % ) o f a l l j o b s w e r e h e l d
b y i n d i v i d u a l s b e t w e e n t h e a g e s o f 3 0 a n d 5 4 y e a r s w i t h a n a d d i t i o n a l 2 7 p e r c e n t h e l d b y p e o p l e u n d e r
t h e a g e o f 3 0 , a n d 1 7 p e r c e n t b y p e o p l e 5 5 y e a r s o f a g e a n d o l d e r . A d d i t i o n a l l y , 3 3 p e r c e n t w o r k e r s
6
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2012 Update to the Public Transit-Human Services
Transportation Coordination Plan for Riverside County
earned over $3,333/month, 39 percent earned between $1,251/month and $3,333/month and 28
percent earned less than $1,251/month. The distribution of jobs by industry sector, from which income
data is derived, is shown below in Exhibit 4.
Exhibit 4
2010 Riverside County Jobs by Industry Sector, U.S. Census
Count Share
Retail Trade 74,519 13.2%
Educational Services 69,885 12.4%
Health Care and Social Assistance 69,428 12.3%
Accommodation and Food Services 65,422 11.6%
Manufacturing 37,378 6.6%
Construction 35,135 6.2%
Administration & Support, Waste Management and Remediation . 32,081 5.7%
Other Services (excluding Public Administration) 27,174 4.8%
Public Administration 22,903 4~1%
Wholesale Trade 21,066 3.7%
..
Professional, Scientific, and Technical Services 20,871 3.7%
Arts, Entertainment, and Recreation 20,068 3.6%
Transportation and Warehousing 17,918. 3.2%
Agriculture, Forestry, Fishing and Hunting 14,693 2.6%
Finance and Insurance 11,589 2.1%
Real Estate and Rental and Leasing 8,410 1.5%
Information 6,933 1.2%
Utilities 4,703 0.8%
Management of Companies and Enterprises 3,355 0.6%
Mining, Quarrying, and Oil and Gas Extraction 540 0.1%
This analysis, summarized in Exhibit 4, indicates that the largest concentration of jobs were in retail
trade which accounted for 13 percent of all workers. This was followed by educational services, health
care and social assistance and accommodation and food services, each of which represented about 12
percent of the labor force.
Exhibits SA-Western Riverside County and SB-East Riverside County presented on the following pages
map the density of jobs available in Riverside County's Eastern and Western regions, working from the
industry sector information shown in Exhibit 4. In Western Riverside County, employment was
concentrated along Interstate 15 through Temecula, State Route 91 through Riverside and Corona and
State Route 60 through Moreno Valley. Most jobs in East Riverside County were found along State Route
111 through the desert communities from Palm Springs to Coachella. These depictions affirm and
support the public transit's primary corridors of service.
A summary of the data from which this information is derived is provided as Appendix A.
7
110
•
•
•
" ~ � � ~ ~ = ~ : : : : : : } : ; . _ - < 1 \ \ 1 \ . ; [ . 1 \ ! [ � ' \ j ~ - - - ~ � ~ ! . . . : - ~ � W e s t R i v e r s i d e " E x h j b i t S A " 2 0 1 2 U p d a t e t o t h e P u b l i c T r a n s i t - H u m a n S e r v i c e s T r a n s p o r t a t i o n C o o r d i n a t i o n P l a n f o r R i v e r s i d e C o u n t y n t y E m p l o y r n e H t E s t i m a t e s 1 1 1 R l v ~ r s i d l ! c o u n t y 8
East Riverside County Employment Estimates 2010 Emr>fcvmenl data is derived from State Unempfoymim( ~\l\· rf·l\'f \ • -~.; .. ! : .. ?.: Reporl:!i & U.S, Census Bureau. By: GISWS.com Exhibit SB • 2 2012 Update to the Public Transit-Human Services Transportation Coordination Plan for Riverside County 9 •
"
"
"
2 0 1 2 U p d a t e t o t h e P u b l i c T r a n s i t - H u m a n S e r v i c e s
T r a n s p o r t a t i o n C o o r d i n a t i o n P l a n f o r R i v e r s i d e C o u n t y
I l l . I m p l e m e n t a t i o n A c t i o n s S i n c e t h e 2 0 0 8
C o o r d i n a t e d P l a n ?
T h i s c h a p t e r r e i t e r a t e s t h e 2 0 0 8 p r i o r i t y r e s p o n s e s t o n e e d s i d e n t i f i e d t h r o u g h t h e C o o r d i n a t e d P l a n
e f f o r t s a n d r e p o r t s o n r e l e v a n t a c t i o n s t a k e n d u r i n g t h e i n t e r v e n i n g f o u r y e a r s .
A c t i o n s T a k e n o n 2 0 0 8 C o o r d i n a t e d P l a n G o a l s a n d O b j e c t i v e s
T h e 2 0 0 8 C o o r d i n a t e d P l a n s e t f o r t h f o u r g o a l a r e a s b y w h i c h t o o r g a n i z e r e s p o n s e s t o i d e n t i f i e d u n m e t
t r a n s p o r t a t i o n n e e d s i n R i v e r s i d e C o u n t y . T h e s e w e r e :
G o a l l : C o o r d i n a t i o n L e a d e r s h i p
G o a l 2 : C a p a c i t y B u i l d i n g
G o a l 3 : I n f o r m a t i o n P o r t a l s
G o a l 4 : C o o r d i n a t i o n P o l i c y
T h e e i g h t e e n o b j e c t i v e s a s s o c i a t e d w i t h t h e s e g o a l s , a s p r o p o s e d i n t h e 2 0 0 8 C o o r d i n a t e d P l a n , a n d t h e
5 9 a c c o m p a n y i n g s t r a t e g i e s , a c t i o n s a n d p o s s i b l e p r o j e c t s w e r e a l l s u g g e s t i o n s . T h e s e o f f e r e d g u i d a n c e . .
b o t h t o R C T C a n d t o i t s m a n y s t a k e h o l d e r s a s t o h o w t o i m p r o v e t h e m o b i l i t y o f t h e t h r e e t a r g e t g r o u p s .
C l e a r l y , t h e i n t e n t o f t h e H u m a n S e r v i c e s - P u b l i c T r a n s p o r t a t i o n c o o r d i n a t e d p l a n n i n g p r o c e s s i s t o s h a r e
t h e r e s p o n s i b i l i t y o f a d d r e s s i n g t h e m o b i l i t y n e e d s o f o l d e r a d u l t 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 o w - i n c o m e .
E x h i b i t 6 f o l l o w i n g p r e s e n t s a f o u r - p a g e m a t r i x t h a t r e v i s i t s t h e 2 0 0 8 C o o r d i n a t e d P l a n g o a l s a n d
o b j e c t i v e s , r e i t e r a t i n g t h e s e a n d s u m m a r i z i n g r e l a t e d a c t i o n s t a k e n d u r i n g t h e e n s u i n g f o u r y e a r s .
W h i l e t h e s e a c t i v i t i e s a r e m a n y a n d v a r i e d , t h e r e i s a l w a y s m o r e t h a t r e m a i n s t o b e d o n e . T h a t h e l p s t o
f o c u s t h e p r i o r i t i e s f o r t h i s 2 0 1 2 C o o r d i n a t e d P l a n U p d a t e .
A I \ : - 1 � � � . l \ , i f . � " ~ \
A . . . J . . . . . J . . . .
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" ' " ~ ~ � ~ " " 2 0 1 2 U p d a t e t o t h e P u b l i c T r a n s i t - H u m a n S e r v i c e s T r a n s p o r t a t i o n C o o r d i n a t i o n P l a n f o r R i v e r s i d e C o u n t y E x h i b i t 6 , A c t i o n s T a k e n A d d r e s s i n g 2 0 0 8 R i v e r s i d e C o u n t y P u b l i c T r a n s i t - H u m a n S e r v i c e s T r a n s p o r t a t i o n C o o r d i n a t i o n P l a n 1 . 1 E s t a b l i s h a R e g i o n a l M o b i l i t y M a n a g e r c a p a b i l i t y t o p r o v i d e l e a d e r s h i p o n c o o r d i n a t i o n a r o u n d 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 n e e d s i n R i v e r s i d e C o u n t y . 1 . 2 E s t a b l i s h t h e R e g i o n a l M o b i l i t y M a n a g e r ' s r o l e i n d e v e l o p i n g , " g r o w i n g " a n d s t r e n g t h e n i n g p r o j e c t s r e s p o n s i v e t o c o o r d i n a t i o n g o a l s a n d o b j e c t i v e s . 1 . 3 P r o m o t e s u b - r e g i o n a l m o b i l i t y m a n a g e r s i n W e s t e r n R i v e r s i d 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 t h r o u g h t h e C a l l f o r P r o j e c t s a n d t h r o u g h o u t r e a c h b y R e g i o n a l M o b i l i t y M a n a g e r . 1 . 4 P r o m o t e h u m a n s e r v i c e s a g e n c y - l e v e l m o b i l i t y m a n a g e r s t h r o u g h t h e C a l l f o r P r o j e c t s a n d t h r o u g h o u t r e a c h b y R e g i o n a l M o b i l i t y M a n a g e r . � 1 . 5 D e v e l o p v i s i b i l i t y a r o u n d 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 i s s u e s a n d n e e d s , e n c o u r a g i n g h i g h l e v e l p o l i t i c a l a n d a g e n c y l e a d e r s h i p . \ � } \ 1 [ � 1 \ i [ � ; \ } \ ~ . : . ~ ~ . . . . : . ~ ~ R C T C h a s b e c o m e t h e r e g i o n a l m o b i l i t y m a n a g e r w i t h i t s a d m i n i s t r a t i o n o f R C T C ' s 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 P r o g r a m a n d a n n u a l f u n d s o f a p p r o x i m a t e l y $ 2 . 5 m i l l i o n i n C o u n t y M e a s u r e A a n d a p p r o x i m a t e l y $ 1 . 2 m i l l i o n i n F e d e r a l J A R C a n d N e w F r e e d o m p r o g r a m s . � N o w i n t o t h e s e c o n d c y c l e o f p r o j e c t s , t h e p r o g r a m c u r r e n t l y i n v o l v e s 2 1 i n d i v i d u a l p r o j e c t s i n W e s t e r n R i v e r s i d e a n d C o a c h e l l a V a l l e y p r o v i d i n g a m i x o f s e r v i c e s : d i a l - a - r i d e a n d s h u t t l e s e r v i c e s f o r t a r g e t e d p o p u l a t i o n s b u s p a s s d i s t r i b u t i o n t o l o w - i n c o m e i n d i v i d u a l s r i d e s h a r e p r o g r a m t r a v e l t r a i n i n g a c t i v i t i e s m i l e a g e r e i m b u r s e m e n t p r o g r a m i n t e r - c i t y , f i x e d - r o u t e c o m m u t e r s e r v i c e P r o j e c t s a r e r u n b y a m i x o f p u b l i c 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 a n d s e r v e a b r e a d t h o f p o p u l a t i o n s , i n c l u d i n g : l o w - i n c o m e a d u l t s , y o u t h a n d c h i l d r e n ; f r a i l e l d e r l y p e r s o 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 a b l e - b o d i e d o l d e r p e r s o n s . P a l o V e r d e V a l l e y T r a n s p o r t a t i o n A u t h o r i t y h a s a t h r e e - y e a r m o b i l i t y m a n a g e r p r o j e c t i n B l y t h e , s u c c e s s f u l l y e x p a n d i n g l o c a l a n d r e g i o n a l c o n n e c t i o n s f o r a r e a r e s i d e n t s b y e n c o u r a g i n g a n d p r o m o t i n g v a r i o u s m o b i l i t y s t r a t e g i e s . S e v e r a l W e s t e r n R i v e r s i d e m o b i l i t y m a n a g e r � i n i t i a t i v e s w e r e u n d e r t a k e n i n t h e f i r s t 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 P r o g r a m , b u t , i n l i g h t o f t h e e c o n o m i c c i r c u m s t a n c e s t h a t c a u s e d a r e d u c t i o n i n f u n d i n g , t h e p r o g r a m d i r e c t e d m o r e r e s o u r c e s t o t r i p - m a k i n g i n t h e s e c o n d g r a n t c y c l e . R C T C c o n v e n e s i t 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 ( C A C ) , a t l e a s t o n c e p e r y e a r a s r e q u i r e d b y l a W , a n d r e g u l a r l y p a r t i c i p a t e s i n s e v e r a l r e g i o n a l g r o u p s f o c u s e d o n t a r g e t g r o u p i s s u e s . T h i s i n c l u d e s m a k i n g p r e s e n t a t i o n s t o p r o m o t e p u b l i c t r a n s i t i s s u e s , a s w i t h t h e I n l a n d E m p i r e D i s a b i l i t i e s C o l l a b o r a t i v e ( I E D C ) a n n u a l c o n f e r e n c e , a n d c o n t i n u i n g r e p r e s e n t a t i o n a t c o u n t y w i d e c o m m i t t e e s , i n c l u d i n g I E D C a n d A D R C S A G ( A g i n g a n d D i s a b i l i t y R e s o u r c e C o n n e c t i o n S t a k e h o l d e r A d v i s o r y G r o u p ) , a d - h o c p r e s e n t a t i o n s a t v a r i o u s c o l l a b o r a t i v e g r o u p s a n d t h e n e w I E V e t T r a n s O n e - C a l l / O n e - C l i c k i n i t i a t i v e . R C T C a l s o c o n d u c t s a t l e a s t o n e u n m e t t r a n s p o r t a t i o n n e e d s h e a r i n g p e r y e a r , a s r e q u i r e d b y l a w . 1 1 4 1 1
;1nt~ -~~>--:,~ ".,),,,.-. ..... ~'""'*'-:;~·-*' 2.1 Promote the QUANTITY of public transit, paratransit and specialized transportation provided in each of the three apportionment areas. 2.2 Promote the QUALITY of public transit, paratransit and specialized transportation through str.ategies to improve services with attention to meeting individualized needs. 2.3 Develop strategies for improving transportation solutions between county subareas and between counties. 2.4 Support transportation services provided by human services agencies. ~ 1\:~.;1~1..'\ 2012 Update to the Public Transit-Human Services Transportation Coordination Plan for Riverside County Exhibit 6, page two continued RCTC's Specialized Transportation Program provided over 465,000 specialized transportation trips in FY 2010/11. These trips are additional to existing demand response, fixed route and rail trips provided to Riverside residents, estimated in FY 2010/11 at 16 million trips. RCTC's Specialized Transportation Program quality-related initiatives included requiring that extensive internal procedures are in place for its non-profit, sub-recipient providers to ensure compliance with Federal audit processes. These include oversight of safety and security oversight around driver training, driver drug-free workplace with drug and alcohol testing and vehicle maintenance, risk management and emergency preparedness and help to ensure that riders have a safe and reasonably reliable trip. RCTC's Specialized Transportation Program ensures projects are directed to a wide range of individualized transportation needs of the target populations. RCTC continues its attention to promoting connections through: Requiring the annual SRTP process where new services can be considered • Brokering planning discussions with RTA and Sunline about transportation between the Coachella Valley and Western Riverside County. Within the Specialized Transportation Call for Projects process, awarding evaluation points for inter-jurisdictional projects or projects that seek out ways to partner or ublic transit resources. RCTC's Specialized Transportation Program now involves: 1. RCTC staff support to human services organizations in developing grant requests for capital531 0 program and state-wide rural/ small urban JARC and New Freedom (NF) grant applications. 2. RCTC annually conducts its Transportation Network update process, to ensure current contact information with human service agencies and personnel concerned about transportation matters. 3. RCTC undertakes a monthly invoice concurrence process that represents regular and consistent RCTC technical assistance to human service agencies around their fiduciary responsibilities and on-going program fiscal management. 4.. RTA's field visits to first cycle sub-recipients helped to ensure conformance with Federal JARC and NF 12 .5 •
" ' " : ~ ~ . . . . . . ~ ; > / 2 . 5 P r o m o t e c a p i t a l i m p r o v e m e n t s - t o s u p p o r t s a f e , c o m f o r t a b l e , e f f i c i e n t r i d e s f o r t h e t a r g e t p o p u l a t i o n s . 2 . 6 M e a s u r e t h e q u a n t i t i e s o f t r i p s p r o v i d e d i n R i v e r s i d e C o u n t y , t h r o u g h n e w a n d e x i s t i n g p r o c e d u r e s . 3 . 1 I n t e g r a t e a n d p r o m o t e e x i s t i n g i n f o r O J a t i o n s t r a t e g i e s , i n c l u d i n g 2 1 1 / 5 1 1 , w e b - b a s e d t o o l s a n d p a p e r p r o d u c t s t o g e t t r a n s i t a n d 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 i n f o r m a t i o n t o c o n s u m e r s . 3 . 2 D e v e l o p i n f o r m a t i o n p o r t a l t o o l s f o r w i d e d i s t r i b u t i o n o f i n f o r m a t i o n . " E x h i b i t 6 , p a g e t h r e e c o n t i n u e d " 2 0 1 2 U p d a t e t o t h e P u b l i c T r a n s i t - H u m a n S e r v i c e s T r a n s p o r t a t i o n C o o r d i n a t i o n P l a n f o r R i v e r s i d e C o u n t y R C T C s t a f f p r o v i d e s c o n t i n u i n g s u p p o r t a r o u n d t h e c a p i t a l F T A 5 3 1 0 s t a t e w i d e 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 o a l l a p p l i c a n t s . R C T C p r e p a r e d i t s f i r s t " l e s s o n s l e a r n e d " a t t h e e n d o f t h e f i r s t c y c l e " R C T C 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 P r o g r a m - Y e a r E n d R e p o r t , F Y 2 0 1 0 . " T h i s r e p o r t e d a l m o s t 3 8 0 , 0 0 0 t r i p s f u Q d e d u n d e r t h i s p r o g r a m . T h e r e g u l a r m o n t h l y i n v o i c i n g c o n c u r r e n c e p r o c e s s s u p p o r t e d b y R C T C h a s h e l p e d t o e n s u r e t h a t h u m a n s e r v i c e a g e n c i e s a r e a p p r o p r i a t e l y c o u n t i n g a n d r e p o r t i n g t r i p s . R C T C i n i t i a t e d i t s I E - 5 1 1 , i n c o l l a b o r a t i o n w i t h S A N B A G [ 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 ] o n A p r i l 7 , 2 0 1 0 . S i n c e t h a t t i m e , t h e r e h a v e b e e n 3 0 2 , 4 9 8 u n i q u e w e b v i s i t s a n d 8 3 8 , 6 5 7 t o t a l p h o n e c a l l s t o t h e I E 5 1 1 s y s t e m . T h i s t e l e p h o n e a n d w e b - b a s e d i n f o r m a t i o n c a p a b i l i t y p r o v i d e s r e a l - t i m e i n f o r m a t i o n f o r R i v e r s i d e a n d S a n B e r n a r d i n o t r a n s p o r t a t i o n n e t w o r k , i n c l u d i n g f r e e w a y s a n d p u b l i c t r a n s i t . R C T C , i n c l u d i n g R T A , i s a p a r t n e r i n t h e n e w I E V e t e r a n s T r a n s p o r t a t i o n O n e - C a l l / O n e - C l i c k i n i t i a t i v e , l e d b y S a n B e r n a r d i n o C o u n t y ' s 2 - 1 - 1 U n i t e d W a y a n d a n t i c i p a t i n g i n v o l v e m e n t o f f - - - - - - - - - - - - - - - - - - - - - - - - 1 t h e R i v e r s i d e C o u n t y 2 - 1 - 1 . T h i s i n i t i a t i v e w i l l h e l p p r o v i d e i m p r o v e d t r a n s p o r t a t i o n 3 . 3 P r o m o t e i n f o r m a t i o n o p p o r t u n i t i e s f o r h u m a n i n f o r m a t i o n i n f o r m a t s m o r e r e a d i l y a c c e s s i b l e t o I n l a n d E m p i r e v e t e r a n s , t h e i r f a m i l i e s a n d s e r v i c e s s t a f f a n d d i r e c t s e r v i c e w o r k e r s a n d e x p a n d s u r v i v o r s . t r a v e l t r a i n i n g o p t i o n s f o r c o n s u m e r s . 1 - - - - - - - - - - - - - - - - - - - - - - - - - 1 T h e I E - 5 1 1 p r o j e c t i s r e g u l a r l y r e p o r t e d o n t o t h e R C T C B o a r d o f D i r e c t o r s a n d t h e n e w I E 3 . 4 R e p o r t o n p r o j e c t s u c c e s s e s a n d i m p a c t s a t d i r e c t V e t e r a n s T r a n s p o r t a t i o n O n e - C a l l i O n e ~ C i i c k p r o j e c t i s d e v e l o p i n g i t s r e p o r t i n g p r o t o c o l s . s e r v i c e l e v e l s , a t s u b - r e g i o n a l l e v e l s a n d a t c o u n t y w i d e l e v e l s ; p u r s u e o p p o r t u n i t i e s t o p r o m o t e p r o j e c t s u c c e s s e s a t s t a t e a n d f e d e r a l l e v e l s . \ l \ l � l V f " \ . i . � ~ � . ~ ~ u . � ~ ~ � ~ ~ ~ : , ~ ~ R C T C c o n t i n u e s t o u s e i t s T r a n s p o r l a t i o n N e t w o r k o f S p e c i a l i z e d T r a n s p o r l a t i o n S t a k e h o l d e r s a n d H u m a n S e r v i c e s A g e n c i e s , u p d a t e d a n n u a l l y , t o c o m m u n i c a t e c r i t i c a l i n f o r m a t i o n t o c o n t a c t s i n t e r e s t e d i n a r a n o e o f t r a n s p o r t a t i o n m a t t e r s . 1 1 6 1 3
4.1 Work to establish non-emergency medice~l transportation (NEMT) policies and more cost-effectively meet medically-related trip needs. Exhibit 6, page four continued 2012 Update to the Public Transit-Human Services Transportation Coordination Plan for Riverside County Selected Specialized Transportation projects are addressing NEMT needs, including the Riverside County Medical Center program, Hemet's HOPE Bus/ Care-A-Van, Care Connexxus, and the nationally-known TRIP mileage reimbursement program. The Blythe mobility management activities continue to address regional NEMT needs. 4.2 Establish a Universal Call for Projects process RCTC has committed considerable resources to its competitive offering termed the "Universal sufficiently flexible for applicants to construct and Call" completing two two-year cycles with a third cycle now in the planning stage. Early efforts implement projects responsive to identified needs in were' administratively-intensive with the shift from an advance-payment to a reimbursement-a broad range of ways. based program and establishment of multi-party agreements with the direct recipient public transit operators and the sub-recipient grantees. 4.3 Establish processes by which implemented projects are evaluated with successes and failures reported. ~JyrlVI)~ In both cycles, the program has been substantially oversubscribed. The first cycle administered a $7.8 million JARC, New Freedom and Measure A annual program. The second cycle had less Measure A funding available and the total program cost is $6.8. The second cycle of the Specialized Transportation Program focused on trips over most other initiatives, to help fill growing gaps caused by the expanding population. This program leverages other non-transportation funded resources and dollars. Its FY 2010 "lessons learned" report documented $2.2 million in match from other such sources that included: city general funds, community development block grants, The California Foundation, Riverside County Dept. of Mental Health funds, Older American Act funds, State Adult Education funds, Federal Housing and Urban Development (HUD) funds and California Local Transportation Funds (l TF). 14 • 7 •
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6 C o s t p e r s u b s i d y f o r S u n l i n e E x t e n d e d L a t e N i g h t S e r v i c e o n l y r e p r e s e n t s 1 0 m o n t h s o f s e r v i c e , w i t h a s u b s i d y c a l c u l a t e d a s a m o n t h l y a v e r a g e
b a s e d o n t h e t o t a l p r o j e c t s u b s i d y o v e r a 1 9 m o n t h p e r i o d c o v e r i n g t w o f i s c a l y e a r s .
1 5
1 1 8
2012 Update to the Public Transit-Human Services
Transportation Coordination Plan for Riverside County
Exhibit 8 does report a significant range in per trip subsidy costs, even within similar project types.
Nonetheless, the weighted averages reflect very cost-effective per trip subsidies of $5.64 per mileage
reimbursement trip; $2.07 per bus pass or rideshare trip; $10.42 per community shuttle trip; and $16.19
per fixed-route trip. These weighted averages reflect the volume of trips provided at the varying per-
project costs. Appendix B presents the data from which these averages and weighted averages were
derived.
Exhibit 9, following, presents the three-year history of trips by project, providing 365,455 trips in the
Specialized Transportation Program's first year, growing to 474,560 in its second year and with a slight
decrease projected for its third calendar year, 461,990. The decrease in the number of trips projected
for this most recent year reflect the fact that two projects by Sun line a.nd three human service agency
projects chose not to seek funding in this most recent cycle.
Exhibit 9
[1] Volunteer bus pass trips are for RTA fixed-Route service
16
119
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2 0 1 2 U p d a t e t o t h e P u b l i c T r a n ~ i t - H u m a n S e r v i c e s
T r a n s p o r t a t i o n C o o r d i n a t i o n P l a n f o r R i v e r s i d e C o u n t y
C a l l f o r P r o j e c t s ' A d m i n i s t r a t i v e R e q u i r e m e n t s
R C T C f o r m a l l y r e p o r t e d t o i t s B o a r d o f D i r e c t o r s o n i t s 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 p r o g r a m f o l l o w i n g i t s
f i r s t y e a r . T h e 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 P r o g r a m Y e a r - E n d R e p o r t , F Y 2 0 1 0 ( R e v F e b . 2 0 1 1 } i n c l u d e d
d i s c u s s i o n o f t h e e x t e n s i v e a d m i n i s t r a t i v e r e s p o n s i b i l i t i e s o f a l l p l a y e r s : t h e g r a n t e e s , S u n l i n e a n d R T A
a s t h e d e s i g n a t e d r e c i p i e n t s t h r o u g h w h o m t h e F T A f u n d i n g f l o w e d , a n d R C T C s t a f f . F o r m a n y o f t h e
g r a n t e e s , t h i s w a s t h e f i r s t t i m e t h e y h a d r e c e i v e d 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 u n d i n g . F T A
r e q u i r e m e n t s , c o u p l e d w i t h R C T C ' s r e p o r t i n g e x p e c t a t i o n s , w e r e s i g n i f i c a n t .
A d m i n i s t r a t i v e s u p p o r t i n c l u d e d t h e m o n t h l y i n v o i c e c o n c u r r e n c e p r o c e s s R C T C e s t a b l i s h e d , t o a s s i s t
g r a n t e e s i n p r o v i d i n g p a y m e n t c l a i m s t h a t c o u l d b e e a s i l y p a i d b y t h e d i r e c t r e c i p i e n t s : S u n l i n e a n d R T A .
T h i s c o n c u r r e n c e p r o c e s s h a s c o n t i n u e d b e y o n d t h a t f i r s t y e a r , i n p a r t t o a s s u r e t h e d i r e c t r e c i p i e n t s o f a
r e a s o n a b l e b u d g e t o v e r s i g h t , b u t a l s o t o p r o v i d e t h e g r a n t e e a g e n c i e s w i t h a m o n t h l y t e c h n i c a l
a s s i s t a n c e o p p o r t u n i t y r e l a t i n g t o b u d g e t a n d o t h e r i s s u e s t h a t a r i s e f r o m t i m e - t o - t i m e .
A d d i t i o n a l l y , w i t h R C T C a s s i s t a n c e , R T A a n d S u n l i n e p e r f o r m e d f i e l d a u d i t s o f t h e g r a n t e e s r e c e i v i n g
F e d e r a l f u n d i n g . T h e s e f i e l d a u d i t s e x a m i n e d n u m e r o u s i t e m s , i n c l u d i n g r e g u l a r a n d p r e v e n t a t i v e
m a i n t e n a n c e s c h e d u l e s , d r u g a n d a l c o h o l t e s t i n g p r o c e d u r e s , T i t l e V I a n 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 p r o c e d u r e s - a l l a m o n g t h e r e g u l a t o r y a s s u r a n c e s r e q u i r e d b y F T A .
" C a l l f o r P r o j e c t s ' R e c o m m e n d a t i o n s M a d e a t t h e E n d o f F i r s t Y e a r
"
S i x . r e c o m m e n d a t i o n s w e r e o f f e r e d , d r a w n f r o m t h e f i r s t y e a r e x p e r i e n c e o f w h a t h a s a l s o b e e n t e r m e d
t h e U n i v e r s a l C a l l b r i n g i n g t o g e t h e r l o c a l M e a s u r e A f u n d i n g d e d i c a t e d t o 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
w i t h t h e t w o f e d e r a l f u n d i n g s o u r c e s , J A R C a n d N e w F r e e d o m p r o g r a m s . T h e r e c o m m e n d a t i o n s w e r e :
1 . P r i m a r y f o c u s o f t h e s e c o n d - c y c l e c a l l s h o u l d b e o n p r o v i s i o n o f t r i p s .
2 . C a p a c i t y b u i l d i n g o f g r a n t e e s , p a r t i c u l a r l y r e l a t e d t o a g e n c y t r a i n i n g , r e c o m m e n d e d t o h e l p
g r o w R C T C ' s i n v e s t m e n t i n h u m a n s e r v i c e s t r a n s p o r t a t i o n .
3 . A w a r d e d p r o j e c t s s h o u l d b e r e q u i r e d t o d e m o n s t r a t e a b i l i t y b o t h t o p r o v i d e s e r v i c e b u t a l s o t o
a d m i n i s t e r t h e i r p r o j e c t c o n s i s t e n t w i t h F e d e r a l r e g u l a t i o n s a n d R C T C r e q u i r e m e n t s .
4 . M o b i l i t y m a n a g e m e n t p r o j e c t s w e r e s h o w n , i n t h a t r e p o r t i n g p e r i o d , t o h a v e m i x e d r e s u l t s a n d
m o r e l i m i t e d , d e f i n a b l e s u c c e s s . T h e s e w e r e r e c o m m e n d e d f o r l o w e s t - l e v e l p r i o r i t y d u r i n g a
p e r i o d o f s i g n i f i c a n t , c o n t i n u i n g p o p u l a t i o n g r o w t h .
5 . L o c a l m a t c h r e q u i r e m e n t s h a v e b e e n e x t r e m e l y d i f f i c u l t f o r h u m a n s e r v i c e a g e n c i e s t o a t t a i n
a n d a c o n t i n u e d e m p h a s i s o n i n - k i n d v e r s u s " c a s h " m a t c h i s a p p r o p r i a t e .
6 . M o d e s t s u p p o r t o f v e h i c l e c a p i t a l p r o j e c t s m a y b e a p p r o p r i a t e b u t s h o u l d b e s t e e r e d t o w a r d s
J A R C p r o j e c t s , e n c o u r a g i n g s e r v i c e s o r i e n t e d t o p e r s o n s w i t h d i s a b i l i t i e s o r o l d e r p e r s o n s t o g o �
a f t e r S e c t i o n 5 3 1 0 c a p i t a l f u n d i n g t h r o u g h C a l t r a n s ' s t a t e w i d e c o m p e t i t i v e o f f e r i n g .
A l \ : 1 J � l \ � i ( � t \ . . . . . ' . . J . . - . . . . . . . . . . , . . . . _ , . , . " ' ~ " " ' " ' . . . ~
1 7
1 2 0
2012 Update to the Public Transit-Human Services
Transportation Coordination Plan for Riverside County
Existing Public Transportation Resources
This 2012 Update is considering primarily public transit resources, as well as those provided through
RCTC's Specialized Transportation Program, discussed previously. Notably, reflecting the general
economic downturn of recent years, the public transit entities each saw significant revenue declines
during the past several years. Services were cut and operating hours reduced.
Exhibit 10 shows that ridership on public transportation in Riverside County nonetheless increased, from
13.9 million trips in FY 05/06 to 16 million trips in FY 10/11. Due partly to the growing population and in
part a consequence of increasing fuel prices, more trips are being taken and more individuals are finding
their way to the County's public transportation network. The indicator of trips per capita also saw an
increase in this four year period from 6.9 to 7.4 trips per capita, a notable increase over four years.
Exhibit 10
[1] RCTC Transtrack SRTP Service Summary-FY 05/06 Audited, FY 10111
[2] Specialized Transportation trips subsidized by The Volunteer Center are already reported in RTA fixed route trip data.
[3] Stale of California, Department of Finance, July 2007, aM July 2011
121
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2 0 1 2 U p d a t e t o t h e P u b l i c T r a n s i t - H u m a n S e r v i c e s
T r a n s p o r t a t i o n C o o r d i n a t i o n P l a n f o r R i v e r s i d e C o u n t y
I V . W h a t N e e d s A r e R e p o r t e d N o w ?
T h i s c h a p t e r r e p o r t s o n p r o c e s s e s t o v a l i d a t e p r e v i o u s l y i d e n t i f i e d n e e d s a n d t o s u r f a c e n e w n e e d s ,
r e s o u r c e s , p r o j e c t i d e a s , a n d o p p o r t u n i t i e s . T h e f i r s t s e c t i o n o f t h i s c h a p t e r i d e n t i f i e d t h e o u t r e a c h
m e t h o d s . T h e s e c o n d s e c t i o n s u m m a r i z e s n e e d s m a d e k n o w n t h r o u g h f i v e w o r k s h o p s a c r o s s t h e c o u n t y ,
s e l e c t e d s t a k e h o l d e r m e e t i n g s a n d e m a i l c o m m e n t s r e c e i v e d f r o m a r a n g e o f s t a k e h o l d e r s .
C o m m u n i t y O u t r e a c h A p p r o a c h
K e y t o t h i s 2 0 1 2 C o o r d i n a t e d P l a n U p d a t e w a s a n
e x t e n s i v e o u t r e a c h p r o c e s s , u t i l i z i n g v a r i o u s s t r a t e g i e s t o
e n g a g e s t a k e h o l d e r s . C o m m u n i t y o u t r e a c h a c t i v i t i e s
i n c l u d e d :
" F i v e p u b l i c w o r k s h o p a c r o s s t h e c o u n t y
" S t a k e h o l d e r s m e e t i n g s
" E m a i l i n v i t a t i o n f o r c o m m e n t s
. > : , r - i t 1 - . > " n " t " t : < l ' o H > h ' l o r " S : u - . ( > r t : a n c - * 0 ' I > " " ~ ' * ' ' ~ ' " ! < : > ; ~ - M ~ � ~ " ' ' - ' ~ ~ . - ) , , . , � , ~ " ' t ~ ~ � v ~ - ' ' " " ' ' ~ ~ " ~
� " ~ " " ' ~ " � ' " ' h . . 1 . ' 1 0 " ' . . ~ t ~ � ~ ~ ~ . r < N " t J o ~ H > " " ' ' \ " ' . f ' . . . . : ~ ~ . , . . , a , , . . , . , . " ; . . , " " " ' " " " " " f
P u b l i c W o r k s h o p s a c r o s s t h e C o u n t y � � - - ~ - . : ~ ~ ~ ~ ~ - ~ : ~ _ ~ _ : : . _ ~ _ : . : . _ - ~ ~ ~ ~ ~ : . : : ~ : _ : > ~ : ~ ~ ~ L ~ : : . : ~ _ : . . : : : : ~ . ~ ~ : ~ ~ : : ~ . : ~ : . ~ - .
F i v e w o r k s h o p s w e r e h e l d i n v a r i o u s a r e a s o f R i v e r s i d e
C o u n t y : i n i t i a l l y f o u r i n J a n u a r y , w i t h a f i n a l e v e n i n g
w o r k s h o p h e l d i n A p r i l . W o r k s h o p l o c a t i o n s i n c l u d e d :
" 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 ;
" P a l m D e s e r t f o r t h e C o a c h e l l a V a l l e y ;
" T h e C i t y o f R i v e r s i d e f o r W e s t e r n R i v e r s i d e ;
" W i l d o m a r f o r S o u t h w e s t e r n R i v e r s i d e C o u n t y ;
C o o r d i n a t e d P l a n U p d a t e W o r k s h o p s
l " t : : > t t ~ J t > ; " - : : - t i ' - $ ' ! " ~ ~ < : ' � 1 < - - < . W ~ h ~ . . . . . . , t ' n ~ $ i l ' < i } ' . }
� ~ : - ; . ~ r . f ; { > < l ' > : ~ . v � . ~ 1 : - : ~ - ~ 0 . ~ � � 1 - , ' > ; > � U ~ n - , . - , . . . . , . ! , r . l : > t ' l ' " > r n ' � ' ' . . m
~ _ ; , ~ t b i ! I U I } ' I . i i l l ~ . e ~ : t 1 > t m " l i . . o . D n t > . v ' t 4 f � b " w " " " 1 } , l O l l
; < . , " v ~ � - - - ~ - - � - - - � - - - - - - - - - - - � - - - - � - - � - - ~ ~ ~ t ~ ~ f ~ : ~ ~ a : r ~ = � : ~ ~ ~
" N o r t h S h o r e o f t h e S a l t o n S e a w h e r e a n e v e n i n g w o r k s h o p w a s s c h e d u l e d f o r a c o m m u n i t y
u n a b l e t o a t t e n d t h e d a y - t i m e P a l m D e s e r t w o r k s h o p . P a r t i c i p a n t s i n c l u d e d r e p r e s e n t a t i v e s o f
t h e I n l a n d C o n g r e g a t i o n s U n i t e d f o r C h a n g e a n d C a l i f o r n i a R u r a l L e g a l A s s i s t a n c e . T h i s
w o r k s h o p f o c u s e d o n i n f o r m i n g t h e c o m m u n i t y a n d i t s l e a d e r s a b o u t p l a n n i n g a c t i v i t i e s , h e a r i n g
a b o u t m o b i l i t y n e e d s o f r e s i d e n t s a n d e x p l o r i n g t r a n s i t s o l u t i o n s f o r t h i s c o m m u n i t y ' s m a n y l o w -
i n c o m e a g r i c u l t u r a l w o r k e r s a n d t h e i r f a m i l i e s .
I n g e n e r a l , t h e s e w o r k s h o p s p r o v i d e d f o r u m s f o r i n f o r m i n g b o t h m e m b e r s o f t h e p u b l i c a n d a g e n c i e s
o n :
1 ) R e v i e w i n g f u n d i n g r e a l i t i e s o f p u b l i c t r a n s p o r t a t i o n i n R i v e r s i d e C o u n t y ;
2 ) I d e n t i f y i n g i n i t i a t i v e s a n d s e r v i c e e n h a n c e m e n t s l a u n c h e d s i n c e t h e 2 0 0 8 C o o r d i n a t e d P l a n ;
3 ) I d e n t i f y i n g n e w f u n d i n g g r a n t o p p o r t u n i t i e s c o n n e c t e d w i t h t h e C o o r d i n a t e d P l a n a t c o u n t y ,
s t a t e a n d f e d e r a l l e v e l s ;
4 ) I n v i t i n g i n p u t a b o u t s e r v i c e n e e d s a n d s e r v i c e g a p s i n e x i s t i n g t r a n s i t p r o g r a m s ;
5 ) R e i n f o r c i n g e d u c a t i o n / a w a r e n e s s a b o u t t r a n s p o r t a t i o n s e r v i c e s c u r r e n t l y i n - p l a c e .
1 9
1 2 2
2012 Update to the Public Transit-Human Services
Transportation Coordination Plan for Riverside County
Importantly, participants at the workshops offered comments on transportation needs and engaged in •
conversation with RCTC and with transit agency staff. Workshops concluded with brief project
development conversations, brainstorming with participants about what alternatives might work in their
communities. Appendix C includes the Workshop letter of invitation and the Spanish-Language flyer.
A total of 120 individuals participated in these public workshops.
The workshops were promoted through attractive flyers and half-sheet seat drop flyers, in both English
and Spanish. Flyers were posted in buses by Riverside Transit Agency and Sunline Transit Agency across
many of the County's transit routes. They were also distributed via email to organizations in the
Riverside County Transportation Stakeholders Database which includes non-profits, human and social
services, private transportation companies, public agencies, and specialized transportation providers as
previously described in Section I. Agency recipients were invited to post the workshop flyers at their
facilities and to forward the email to colleagues. A physical mailing, including an invitational letter and
copies of the workshop announcement, was sent to 177 Coachella Valley and Blythe stakeholders and
484 Western and Southwestern Riverside County agencies and organizations, a total of 661 entities.
Additionally, the Inland Empire Disability Collaborative (IEDC) distributed an early notice of the public
workshop schedule to its several hundred agency members.
Email Invitation for Comments
An easy-to-remember hotmail account was established to invite participation from individuals who
couldn't attend one of the public workshops. The email address, PlanUpdate@hotmail.com, was
advertised on workshop flyers and at each of the workshops through a take-away flyer and a verbal
announcement. Twenty-five comments received were incorporated into the discussion of needs, goals
and objectives along with comments from the public workshops, summarized in Appendix D.
Additional Stakeholder Meetings
As part of the update process, team members attended meetings of several existing groups for
discussion opportunities about unmet transportation needs in February and March. Although the
format of these meetings varied, where possible the study team provided a brief introduction about the
Coordination Plan and Update process, also educating stakeholder participants about RCTC's functions
and transportation planning responsibilities. The following groups offered comment on transportation
needs and mobility issues of their clients:
• Inland Empire Veterans Collaborative on Homelessness
• Riverside County DPSS, Children Services, System Improvement Plan Subcommittee
• The Galilee Center and F.I.N.D. Food Bank in Eastern Coachella Valley
• Riverside County Office on Aging's Aging and Disability Resource Center, Stakeholder Advisory Group
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2 0 1 2 U p d a t e t o t h e P u b l i c T r a n s i t - H u m a n S e r v i c e s
T r a n s p o r t a t i o n C o o r d i n a t i o n P l a n f o r R i v e r s i d e C o u n t y
W h a t D i d W e L e a r n - W h a t N e e d s W e r e R e p o r t e d ?
S u m m a r i z e d n e e d s r e p o r t e d a t t h e C o m m u n i t y W o r k s h o p s , t h r o u g h e m a i l s a n d a t a d d i t i o n a l s t a k e h o l d e r
m e e t i n g s f o l l o w . N e e d - r e l a t e d f i n d i n g s a r e o r g a n i z e d b y f i v e s u b - a r e a s o f t h e C o u n t y , t h e n b y t r i p t y p e
a n d t a r g e t p o p u l a t i o n w i t h i n s u b - a r e a .
P a l o V e r d e V a l l e y - B l y t h e
1 . N E E D S B Y T R I P T Y P E
" N e e d i n c r e a s e d m o r n i n g s e r v i c e a n d e x p a n d e d e v e n i n g h o u r s t o C h u c k w a l l a a n d I r o n w o o d
S t a t e P r i s o n s f o r e m p l o y e e s . P V V T A c u r r e n t l y o f f e r s 4 m o r n i n g a n d 4 e v e n i n g r u n s ; h o w e v e r ,
t h e 7 : 2 0 a m r u n i s a t c a p a c i t y , s o m a n y p o t e n t i a l r i d e r s c a n n o t t a k e t h e b u s . A l s o , t h e l a s t b u s
l e a v e s a t t h e P r i s o n s a t 4 : 3 0 p m , b u t t h e r e a r e e m p l o y e e s w h o e n d w o r k a t 1 0 : 0 0 p m w h o
w o u l d p o t e n t i a l l y r i d e t h e b u s i f a v a i l a b l e .
" N e e d e x p a n d e d e v e n i n g h o u r s s e r v i n g P a l o V e r d e C o l l e g e a n d M e s a V e r d e . D P S S c l i e n t s t a k e
c l a s s e s t h a t m a y e n d a t 8 : 4 5 a m o r 9 : 4 5 p m a n d n e e d t r a n s p o r t a t i o n h o m e .
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N e e d e x p a n d e d e v e n i n g h o u r s f r o m D P S S o f f i c e s ( n e a r B l y t h e T r a n s i t C e n t e r ) t o r e m o t e a r e a s
o f R i p l e y , M e s a V e r d e , a n d P a l o V e r d e . D P S S h a s t r a i n i n g s t h a t r u n w e e k d a y s u n t i l 4 p m a n d
c l i e n t s n e e d t r a n s p o r t a t i o n h o m e .
E v e n i n g h o u r s n e e d e d i n R i p l e y a n d M e s a V e r d e .
T r a n s p o r t a t i o n f o r m e d i c a l a p p o i n t m e n t s i n I m p e r i a l V a l l e y , C o a c h e l l a V a l l e y . D e s t i n a t i o n s
i n c l u d e E i s e n h o w e r i n P a l m D e s e r t , J F K i n I n d i o , a n d D e s e r t R e g i o n a l i n P a l m S p r i n g s .
" N e e d t r a n s p o r t a t i o n f o r e m p l o y e e s t o C h i r a c o S u m m i t a n d D e s e r t C e n t e r , e a s t o f B l y t h e .
" N e e d i n c r e a s e d f r e q u e n c y w i t h i n B l y t h e . T h e w a i t c a n b e 2 h o u r s .
2 . N E E D S B Y T A R G E T P O P U L A T I O N
O L D E R A D U L T S / P E O P L E W I T H D I S A B I L I T I E S :
" R e s i d e n t s o f B l y t h e N u r s i n g C a r e C e n t e r o f t e n n e e d n o n - e m e r g e n c y t r a n s p o r t a t i o n f r o m l o c a l
P a l o V e r d e H o s p i t a l t o t h e C a r e C e n t e r .
" R e s i d e n t s o f B l y t h e N u r s i n g C a r e C e n t e r o f t e n n e e d n o n - e m e r g e n c y t r a n s p o r t a t i o n f r o m
C o a c h e l l a V a l l e y t o C a r e C e n t e r .
2 1
1 2 4
2012 Update to the Public Transit-Human Services
Transportation Coordination Plan for Riverside County
Western Riverside County
1. NEEDS BY TRIP TYPE
• Lack of evening transportation. There are 2-1-1 callers needing to get to a shelter for the
evening, but there is often no service past 7 pm. Additionally, social service agencies may host
parenting classes and counseling at churches and community center. These locations are often
not served by public transit in the evening (or routes differ during evening hours) and clients
have no transportation home.
• Lack of accessibility due to information public transportation. Riders report lack of information
regarding trip planning, especially for indivicjuals without internet access. Also due to a lack of
information, riders report hesitation related to not knowing where and how to start and
concerns about getting lost, particularlyat night.
• Route from Moreno Valley Mall to Box Springs and Eucalyptus in the City of Riverside to
provide access to employment and access to Platt College for students.
• Expanded evening hours serving Fox Theatre in Downtown Riverside so residents can attend
evening events.
• Need increased frequency on RT A Route 1.
• More service is needed along River Road in Coron~.
2. NEEDS BY TARGET POPULATION .
LOW-INCOME INDIVIDUALS
• Fares are too high for homeless clients trying to get into the workforce and for families traveling
with children. Individuals who are trying to find work as a way out of homelessness need
transportation for work and work activities.
• A free bus pass does not fix everything-is not a complete solution. Riders still have to walk to
the stop or transit center and may have to transfer to arrive at their destination. Carpools and
rideshares are an efficient way to get many people to the same location.
• Need additional transportation in evening hours to accommodate non-traditional work hours.
• Corona Cruiser and RTA should honor each other's' bus passes for round trip service, not just 1
way. DPSS customers who live in Corona end up needing 2 bus passes to get around.
• Individuals who live in Rubidoux and Mira Lorna area need transportation for job and job-
related activities.
• Eastvale residents need Saturday transportation to Ontario and Montclair for work.
• Eastvale residents need connections with Omnitrans to connect to business districts.
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2 0 1 2 U p d a t e t o t h e P u b l i c T r a n s i t - H u m a n S e r v i c e s
T r a n s p o r t a t i o n C o o r d i n a t i o n P l a n f o r R i v e r s i d e C o u n t y
H O M E L E S S V E T E R A N S
" R e s i d e n t s o f U S V e t s C e n t e r M a r c h A F B n e e d e a r l y m o r n i n g s e r v i C e ( 6 : 0 0 a m ) t o e m p l o y m e n t
l o c a t i o n s .
" E x i s t i n g f i x e d r o u t e s e r v i c e t o V A l o r n a l i n d a H o s p i t a l c a n t a k e u p t o 2 Y z h o u r s a n d 3 b u s e s
f r o m t h e U S V e t s l o c a t i o n .
P E O P L E W I T H D I S A B i l i T E S
" S h a r e d - r i d e p a r a t r a n s i t t r i p s c a n r u n l a t e , b u t p e o p l e w i t h d i s a b i l i t i e s n e e d t r a n s p o r t a t i o n t o
e n t e r t h e w o r k f o r c e .
" N e e d e x p a n d e d e v e n i n g s e r v i c e h o u r s u n t i l 5 : 3 0 p m .
" R T A n e e d s m o r e v e h i c l e s t o a c c o m m o d a t e r i d e r s w h o u s e w h e e l c h a i r s a n ~ m a y h a v e t o w a i t f o r
t h e n e x t b u s .
" P a r a t r a n s i t d o e s n ' t a l w a y s w o r k f o r d i a l y s i s p a t i e n t s d u e t o f l u c t u a t i o n o f a p p o i n t m e n t
s c h e d u l e s o r d u e t o a p a t i e n t ' s m e d i c a l c o n d i t i o n .
" T h e r e s t i l l r e m a i n g a p s i n s e r v i c e , e s p e c i a l l y a d e q u a t e a n d t i m e l y t r a n s p o r t a t i o n s e r v i c e s o n
w e e k e n d s f o r p e r s o n s w i t h d i s a b i l i t i e s w h o a r e i n t e r e s t e d i n p a r t i c i p a t i n g i n r e g u l a r s c h e d u l e d
s o c i a l s e r v i c e a c t i v i t i e s t h a t : 1 ) o c c u r o n w e e k e n d s , 2 ) o c c u r a t d i f f e r e n t l o c a t i o n s , 3 ) r e q u i r e a
d r i v e r / p a r t n e r .
S o u t h W e s t e r n R i v e r s i d e C o u n t y - W i l d o m a r
1 . N E E D S B Y T R I P T Y P E
" l a c k o f t r a n s p o r t a t i o n i n u n i n c o r p o r a t e d c o m m u n i t i e s , p a r t i c u l a r l y t h e T e m e s c a l V a l l e y .
" T h e r e a r e p o c k e t s o f n e e d i n M e n i f e e :
" T h e r e i s n o s e r v i c e i n t h e a r e a N o r t h o f M c C a l l B l v d t o E t h a n a c R o a d i n M e n i f e e .
" T h e r e i s n o s e r v i c e i n t h e a r e a a l o n g 1 - 2 1 5 t o t h e b a s e o f t h e m o u n t a i n s .
" S e r v i c e i s n e e d e d b e t w e e n N e w p o r t R o a d a n d S c o t t R o a d a n d a l o n g b o t h s i d e s o f 1 - 2 1 5 .
" N e e d i n c r e a s e d f r e q u e n c y o f r o u t e s 2 0 8 a n d 2 1 2 f o r a f t e r n o o n t r i p s i n t o d o w n t o w n
R i v e r s i d e .
" T r a n s p o r t a t i o n n e e d e d a l o n g t h e 1 - 1 5 c o r r i d o r .
" N e e d c o n n e c t i o n s b e t w e e n C o r o n a a n d l a k e E l s i n o r e a l o n g 1 - 1 5 .
" N e e d i m p r o v e d c o n n e c t i o n s t o t h e C o r o n a C r u i s e r , f r o m a r e a s j u s t b e y o n d i t s s e r v i c e a r e a .
" N e e d c o n n e c t i o n s t o C o r o n a M e t r o l i n k f r o m S y c a m o r e C r e e k a n d T r i l o g y , T e m e s c a l V a l l e y "
A l \ l , J ' . � l \ 1 ' � t \
A . . ~ . ~ . . .
. . t . . ~ " " ' ' . . . . _ . , . . . , . . . ; .
2 3
1 2 6
2012 Upd<Jte to the Public Tr<Jnsit-Hum<~n Services
Tr<~nsport<Jtion Coordin<~tion Pl<~n for Riverside County
• Pockets of need in Sycamore Creek in the Temescal Valley. There is a need for connections to •
the transit system so people can move independently to medical and social security
appointments, etc.
METROLINK-RELATED NEEDS
• Need more weekend trains directly to LA.
• In Pedley, there is need for increased frequency of trains.
• Need Metrolink to extend South of Menifee to Murrieta.
2. NEEDS BY TARGET POPULATION
LOW-INCOME INDIVIDUALS
• Teenagers in the Temescal Valley need transportation in order to get jobs.
• Students from the Temescal Valley need transportation to Riverside City College and UCR in
Riverside. Morning classes begin at 8:00am.
• Students need transportation from Riverside City College to Trilogy at 9:00pm.
PEOPLE WITH DISABILITES
• People with disabilities who live in the Temescal Valley have no transportation to work,
school, shopping, or doctor's appointments.
• People with disabilities need a central place to make connections.
OLDER ADULTS
• Residents of Trilogy/ Temescal Valley need transportation to doctor appointments and to Dos
Lagos. Residents would like to be able to age-in-place.
OLDER ADULTS, PEOPLE WITH DISABILITES, and LOW-INCOME INDIVIDUALS
• Care A Van and other-such small providers report increasing difficulty in securing match for
grant requests. Donations are down.
• In order to expand, Care A Van needs equipment that is "flexible." Measure A funding
expanded what services (and to whom) Care A Van can provide.
• Transportation needs haven't changed; they are even greater since RTA reduced services. Care
A Van regularly has 60-75 trip denials per month.
Al\1 il.·l\, if .. i\ ..... J.. .. J. ....
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2 0 1 2 U p d a t e t o t h e P u b l i c T r a n s i t - H u m a n S e r v i c e s
T r a n s p o r t a t i o n C o o r d i n a t i o n P l a n f o r R i v e r s i d e C o u n t y
C o a c h e l l a V a l l e y - P a l m D e s e r t
1 . N E E D S B Y T R I P T Y P E
" L a c k o f t r a n s p o r t a t i o n i n u n i n c o r p o r a t e d a r e a s , i n c l u d i n g t h e N o r t h S h o r e A r e a a n d
c o m m u n i t i e s o f M e c c a , O a s i s a n d T h e r m a l .
" L a c k o f t r a n s p o r t a t i o n i n i s o l a t e d c o m m u n i t i e s , i n c l u d i n g p o c k e t s o f n e e d i n I n d i o n e a r t h e
J a c k s o n S t r e e t B r i d g e , D e s e r t E d g e a n d T h o u s a n d P a l m s .
" L o n g w a l k s t o n e a r e s t b u s s t o p i n T h o u s a n d P a l m s , o f t e n i n v e r y h i g h t e m p e r a t u r e s .
" N e e d f o r P a r k & R i d e l o t s i n D e s e r t E d g e t o c o n n e c t i t t o e x i s t i n g s e r v i c e s . T h e r e a r e m a n y s e n i o r
r e s i d e n t s w h o d r i v e , a s w e l l a s 2 6 m o b i l e h o m e p a r k s i n t h i s a r e a .
2 . N E E D S B Y T A R G E T P O P U L A T I O N
L O W - I N C O M E I N D I V I D U A L S
" C l i e n t s o f M a r t h a ' s V i l l a g e i n I n d i o n e e d t r a n s p o r t a t i o n t o d e s t i n a t i o n s i n W e s t e r n R i v e r s i d e
C o u n t y , e s p e c i a l l y i n R i v e r s i d e a n d M o r e n o V a l l e y "
" P A T H r e s i d e n t s , s e v e r a l o f w h o m h a v e d i s a b i l i t i e s , n e e d l o c a l t r a n s p o r t a t i o n f r o m t h e P A T H
f a c i l i t y i n I n d i a n C a n y o n , P a l m S p r i n g s f o r s h o p p i n g a n d m e d i c a l t r i p s .
" N e e d t r a n s p o r t a t i o n f r o m O a s i s t o C o a c h e l l a V a l l e y f o r g r o c e r y s h o p p i n g , a p p o i n t m e n t s a n d
w o r k . T h i s i s o l a t e d , r u r a l c o m m u n i t y o n l y h a s a s c h o o l , a c l i n i c , a n d a f i r e s t a t i o n . I n d i o i s t h e
c l o s e s t h o s p i t a l . P e o p l e d o c a r p o o l t o g e t t o w o r k o r p a y a n e i g h b o r $ 2 5 t o g e t f r o m N o r t h S h o r e
t o C o a c h e l l a .
" N e e d t r a n s p o r t a t i o n f o r c h i l d r e n i n N o r t h S h o r e t o g e t t o t h e n e w B o y s & G i r l s C l u b i n M e c c a .
P E O P L E W I T H D I S A B I L I T I E S
" D e s e r t A R C c l i e n t s i n r u r a l a r e a s c a n ' t a c c e s s S u n D i a l a s t h e y l i v e b e y o n d t h e % m i l e b o u n d a r y .
" N e e d e v e n i n g t r a n s p o r t a t i o n ( 1 0 p m ) f o r c l i e n t s t o g e t h o m e f r o m n o n - t r a d i t i o n a l e m p l o y m e n t .
C o m m o n j o b s i t e s w h e r e c l i e n t s n e e d l a t e n i g h t t r a n s p o r t a t i o n a r e E i s e n h o w e r M e d i c a l C e n t e r ,
R a m o n R o a d i n C a t h e d r a l C i t y , a n d J F K i n I n d i o .
" S u n D i a l p i c k u p w i n d o w h a s t o o m u c h v a r i a n c e a n d c a n b e a v e r y l o n g w a i t f o r s o m e r i d e r s .
O L D E R A D U L T S
" O l d e r a d u l t s h a v e t o w a l k t o o f a r , o f t e n i n t h e s u n , t o t h e c l o s e s t b u s s t o p i n T h o u s a n d P a l m s
a r e a . T h e w a l k t o t h e n e a r e s t b u s s t o p f o r r e s i d e n t s o f T r i P a l m s , a s e n i o r c o m m u n i t y i s % m i l e s .
1 2 8
2 5
Coachella Valley-North Shore
MEDICALLY RELATED TRIPS
2012 Update to the Public Transit-Human Services
Transportation Coordination Plan for Riverside County
• Need transportation for medical appointments from North Shore to Mecca, JFK Memorial
Hospital in Indio, Eisenhower Medical Center in Rancho Mirage, and to the Comprehensive
Cancer Center Desert Regional Medical Center in Palm Springs, and the VA in Palm Desert.
One pregnant resident needs to travel to Indio four times per week for prenatal appointments,
twice per week to see her regular doctor, and twice per week to see a specialist for gestational
diabetes. Another resident reported needing to travel to the Palm Springs Cancer Center once
per week for chemotherapy treatments. Residents report needing to travel to the Palm Desert
VA two times per month
• Need transportation for medical appointments to Western Riverside County or out-of-county
destinations, including Riverside County Medical Center in Moreno Valley and the VA in lorna
linda. Residents report needing to travel to the lorna Linda VA two times per month.
• Need transportation to pharmacies to purchase medications, including during the evening.
Pharmacies are located in Coachella, Indio, Mecca and the Walmart in La Quinta.
SHOPPING RELATED TRIPS
• Need transportation, including during the evenings, to go grocery shopping in Coachella, Indio,
•
and the La Quinta Walmart. There is only one market in North Shore and it is very expensive •
and offers limited choices.
WORK RELATED TRIPS
• Need transportation to the hotels in La Quinta for residents that are employees.
• Need transportation for work related purposes, such as looking for work and interviews.
• Farmworkers need transportation to farms along Highway 86 and in Mecca and Indio.
SOCIAL I LIFE ENRICHING I ACTIVITIES-TYPE TRIPS??
• Need transportation to public parks in Mecca and Coachella.
UNSERVED RURAL COMMUNITIES
• Need transportation in Oasis, Mecca, Thermal, and the communities North of Highway 111,
which are not served by public transit.
• Need transportation in Palo Verde and Mesa Verde where only limited bus service is available .
A)/Ll\. 'I'!\ .. LlJ .. ·""-. ·"'··· .
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N E E D S B Y T A R G E T P O P U L A T I O N
C O L L E G E S T U D E N T S
2 0 1 2 U p d a t e t o t h e P u b l i c T r a n s i t - H u m a n S e r v i c e s
T r a n s p o r t a t i o n C o o r d i n a t i o n P l a n f o r R i v e r s i d e C o u n t y
" C o l l e g e s t u d e n t s n e e d t r a n s p o r t a t i o n t w o t o f o u r t i m e s a w e e k , i n c l u d i n g i n t h e e v e n i n g s , t o
C o l l e g e o f t h e D e s e r t i n P a l m D e s e r t , a s w e l l a s t h e M e c c a - T h e r m a l C e n t e r a n d t h e E a s t e r n
V a l l e y C e n t e r i n I n d i o .
E L E M E N T A R Y S C H O O L S T U D E N T S
" E l e m e n t a r y s c h o o l s t u d e n t s n e e d e v e n i n g t r a n s p o r t a t i o n ( a f t e r 6 p m } h o m e f r o m t h e B o y s a n d
G i r l s C l u b i n M e c c a t o N o r t h S h o r e .
A D D I T I O N A L C O M M E N T S
" T h e l e a d e r s o f t h e N o r t h S h o r e c o m m u n i t y w a n t t o w o r k w i t h R C T C a n d S u n l i n e t o d e v e l o p a
p l a n f o r r u r a l t r a n s p o r t a t i o n b e c a u s e t r a n s p o r t a t i o n i s n e e d e d f o r m e d i c a l , s o c i a l , a n d
e d u c a t i o n a l p u r p o s e s . F u n d s g o t o u r b a n a r e a s s o t h e s e c o m m u n i t i e s a r e u n d e r s e r v e d o r
u n s e r v e d .
2 7
1 3 0
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2 0 1 2 U p d a t e t o t h e P u b l i c T r a n s i t - H u m a n S e r v i c e s
T r a n s p o r t a t i o n C o o r d i n a t i o n P l a n f o r R i v e r s i d e C o u n t y
V . W h a t P r i o r i t i e s W i l l A d d r e s s I d e n t i f i e d
T r a n s p o r t a t i o n G a p s ?
T h i s c o n c l u d i n g c h a p t e r s u m m a r i z e s t h e n e e d a n d s e r v i c e g a p s i n t e r m s o f t h e m e s t h a t s u r f a c e d t h r o u g h
t h i s U p d a t e e f f o r t . P r i o r i t i e s a n d s t e p s f o r m o v i n g f o r w a r d a r e e n u m e r a t e d .
T h e m e s i n U n m e t T r a n s p o r t a t i o n N e e d s a n d S e r v i c e G a p s
T h i s 2 0 1 2 U p d a t e p r o v i d e s a s t a t u s r e p o r t t o R i v e r s i d e C o u n t y i n r e l a t i o n t o a d d r e s s i n g m o b i l i t y n e e d s o f
i t s o l d e r r e s i d e n t s , t h o s e 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 o w - i n c o m e . S o b e r i n g r e a l i t i e s a r e r e p o r t e d .
I n r e l a t i o n t o " d e m a n d , " t h e c o u n t y ' s p o p u l a t i o n h a s i n c r e a s e d b y a l m o s t 4 0 % d u r i n g t h i s p a s t d e c a d e ,
a d d i n g a l m o s t a h a l f - m i l l i o n m o r e r e s i d e n t s . W i t h i n t h i s g r o w t h , t h e p o p u l a t i o n o f l o w - i n c o m e
i n d i v i d u a l s h a s g r o w n a t a h i g h e r r a t e , a 4 6 % i n c r e a s e . P e r s o n s o v e r a g e 6 5 h a v e i n c r e a s e d b y 3 0 % , a
s o m e w h a t l o w e r r a t e o f g r o w t h . A d u l t s w i t h d i s a b i l i t i e s a r e a l m o s t 9 % o f t h e c o u n t y ' s o v e r a l l
p o p u l a t i o n , t h o u g h c h a n g e s i n c e n s u s r e p o r t i n g m a k e i t d i f f i c u l t t o c o m p a r e r a t e s o f c h a n g e .
S u c h p o p u l a t i o n g r o w t h , g e n e r a l l y a n d a m o n g t h e s e t a r g e t g r o u p s , p r e s e n t s s i g n i f i c a n t c h a l l e n g e s t o a l l
p u b l i c s y s t e m s , i n c l u d i n g p u b l i c t r a n s p o r t a t i o n . T h i s h a s b e e n p a r t i c u l a r l y s o w i t h t h e r e g i o n ' s
e x p e r i e n c e o f t h e G r e a t R e c e s s i o n . P u b l i c t r a n s p o r t a t i o n , a s i g n i f i c a n t p a r t o f t h e " s u p p l y s i d e " i n t h i s
e q u a t i o n , h a s r e a l i z e d c o n t i n u i n g r e v e n u e l o s s e s . T h o u g h t h e r e m a y n o w b e m o d e s t s i g n s o f r e c o v e r y ,
t h e f u t u r e f u n d i n g b a s e i s f a r f r o m c e r t a i n . R e d u c t i o n s o f t h e p a s t s e v e r a l y e a r s i n b o t h F e d e r a l a n d
S t a t e r e s o u r c e s , a s w e l l a s l o w e r r e c e i p t s o n l o c a l t r a n s i t f u n d i n g , s u c h a s M e a s u r e A , a l l c o n t r i b u t e d t o
a c r o s s - t h e - b o a r d m e a s u r e s t o d o m o r e w i t h l e s s .
D e s p i t e a d d i n g s u b s t a n t i a l l y m o r e p e r s o n s a n d g r a p p l i n g w i t h r e v e n u e r e d u c t i o n s o v e r s e v e r a l y e a r s ,
R i v e r s i d 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 , a l o n g w i t h a g r o w i n g n u m b e r o f 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
P r o j e c t s , c o l l e c t i v e l y i n c r e a s e d t h e C o u n t y ' s t r i p s p e r c a p i t a m e a s u r e b y a l m o s t f i v e p e r c e n t d u r i n g t h e
p a s t f o u r y e a r s . M o r e t r a n s i t t r i p s w e r e t a k e n , k e e p i n g p a c e w i t h a n d e v e n g r o w i n g d e s p i t e t h e
s i g n i f i c a n t p o p u l a t i o n i n c r e a s e s . T r a n s i t r i d e r s h i p g r e w i n t h i s f o u r - y e a r p e r i o d f r o m 1 3 . 9 m i l l i o n t o 1 6
m i l l i o n p a s s e n g e r t r i p s , w i t h t h e t r i p s p e r c a p i t a i n d i c a t o r g r o w i n g a l s o , f r o m 6 . 9 t r i p s p e r c a p i t a a g a i n s t
t h e 2 0 0 6 p o p u l a t i o n o f 2 . 0 m i l l i o n p e r s o n s t o 7 . 2 t r i p s p e r c a p i t a a g a i n s t t h e 2 0 1 1 D e p a r t m e n t o f
F i n a n c e p o p u l a t i o n o f 2 . 2 m i l l i o n r e s i d e n t s .
D u r i n g t h i s s a m e p e r i o d , R C T C h a s p r o v i d e d l e a d e r s h i p t h a t a d d r e s s e s i s s u e s r a i s e d i n t h e 2 0 0 8 p l a n .
S i g n i f i c a n t i n i t i a t i v e s w e r e r e p o r t e d o n i n S e c t i o n I l l p r e v i o u s l y . T h r e e c r i t i c a l a r e a s s h o u l d b e r e s t a t e d :
> - R C T C h a s d e v e l o p e d a v i g o r o u s 5 - 1 - 1 s y s t e m f o r t h e I n l a n d E m p i r e t h a t i s f i e l d i n g t h o u s a n d s o f
w e b s i t e h i t s a n d t e l e p h o n e c a l l s m o n t h l y , f r o m a r e a r e s i d e n t s a n d v i s i t o r s i n n e e d o f
t r a n s p o r t a t i o n i n f o r m a t i o n .
2 8
1 3 1
2012 Update to the Public Transit-Human Services
Transportation Coordination Plan for Riverside County
~ · RITC has supported its public transit providers through difficult seasons of declining and
uncertain revenues by assisting with cash flow issues, helping to back-fill lost revenues where
possible and continuing to articulate a regional vision of mobility with supportive policy.
~ RITC has administered a complex Specialized Transportation Program, now anticipating its
third two-year cycle that is directly addressing, in cost-effective ways, the types of trip need and
transportation access issues laid out in the 2008 Coordinated Plan.
The combined impact of these initiatives and those of Riverside County's public transit operators have
contributed then to increasing transit ridership and a positive growth in the County's trips per capita
indicator. Growing from 6.9 to 7.2 trips per capita, this almost a 5% increase is very encouraging,
particularly in light of the reductions in transit service during this same period. Broad-based initiatives
to increase transit utilization, probably coupled with concerns about rising gasoline prices, appear to be
leading more people to the public transportation network.
Despite growing ridership, this 2012 Update nonetheless identifies continuing and/or new unmet needs
and service gaps for the target populations. Again, as in 2008, there was considerable attention to
individualized needs in comments offered to the Update. Numerous sub-groups were identified among
the Update's three target groups, including several new groups:
• homeless veterans seeking employment
•
•
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•
newly returning veterans from the Iraq and Afghanistan theatres, and their families;
agricultural workers traveling from isolated areas to social services and grocery
stores;
low-income workers living in outlying rural areas and traveling into retail and
hospitality employment;
individuals without cars traveling to regional destinations;
unemployed parents traveling to job interviews but also with day care needs;
students traveling to community college and high schools without funds for fuel;
older adults decreasing driving and exploring new mobility choices;
persons with disabilities living just beyond transit's% mile ADA boundaries;
families seeking reunification with children placed outside of the home, usually at
some physical distance from the parents.
This context of a growing population, increasing and greatly varying needs by the target groups of
interest and extremely constrained resources must lay the foundation for priorities for moving forward.
Exhibit 11 presents a compilation of the need and service gap categories enumerated in Section IV. This
begins to suggest an outline for this 2012 Update of priority areas for improving the mobility of the
target populations.
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2 0 1 2 U p d a t e t o t h e P u b l i c T r a n s i t - H u m a n S e r v i c e s
T r a n s p o r t a t i o n C o o r d i n a t i o n P l a n f o r R i v e r s i d e C o u n t y
8 .
9 .
E x h i b i t 1 1 , C o m p i l e d U n m e t T r a n s p o r t a t i o n N e e d s
E x p a n d e d t r a n s i t s e r v i c e o p e r a t i n g h o u r s a n d f r e q u e n c i e s .
I n c r e a s i n g t r a n s i t ' s s p e e d s o t h a t t r i p s t o r e g i o n a l d e s t i n a t i o n s
( w o r k , m e d i c a l ) a r e n o t s o l o n g .
1 0 . A d d r e s s i n g u n s e r v e d g e o g r a p h i c p o c k e t s , i n c l u d i n g a r e a s w h e r e
t r a n s i t s e r v i c e s w e r e r e d u c e d .
1 1 . . I m p r o v e d i n t e r c o n n e c t i v i t y .
1 2 . S e r v i c e s t a r g e t e d t o s p e c i a l i z e d n e e d s : 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 a n d o t h e r s p e c i a l i z e d s h u t t l e s a n d s e r v i c e s .
1 3 . I m p r o v e d c o n n e c t i o n s b e t w e e n s e r v i c e s : r a i l a n d t r a n s i t ; b e t w e e n
j u r i s d i c t i o n s .
1 4 . B u i l d i n g c a p a c i t y o f h u m a n 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
s p e c i a l i z e d p o p u l a t i o n s ' t r i p s t h r o u g h n o n - t r a d i t i o n a l m o d e s .
7 . M a i n t a i n i n g a n d e x p a n d i n g e x i s t i n g t r a n s i t i n f o r m a t i o n t o o l s .
8 . A d d r e s s i n g s a f e t y a n d s e c u r i t y c o n c e r n s , t h r o u g h b u s s t o p
a m e n i t i e s , l i g h t i n g a n d p a t h s o f a c c e s s .
9 . T r a v e l t r a i n i n g t o i n d i v i d u a l s a n d a g e n c y s t a k e h o l d e r s t o l e a r n �
a b o u t a n d t o u s e a v a i l a b l e p u b l i c t r a n s i t .
1 0 . E x p a n d i n g i n f o r m a t i o n t o o l s s u p p o r t i n g s p e c i a l i z e d p o p u l a t i o n s '
t r a v e l , i n c l u d i n g v e t e r a n s , o l d e r a d u l t s d e c r e a s i n g d r i v i n g a n d
n o n - E n g l i s h s p e a k i n g r e s i d e n t s a n d o t h e r t a r g e t e d s u b - g r o u p s .
1 1 . S u p p o r t i n g v e h i c l e e q u i p m e n t t h a t e n s u r e s l i f t - e q u i p p e d v e h i c l e
a v a i l a b i l i t y t h a t i s s a f e a n d r e l i a b l e .
1 2 . S u p p o r t i n g t e c h n o l o g y i n n o v a t i o n s t h a t p r o m o t e s e r v i c e
r e l i a b i l i t y , s a f e t y a n d c o s t - e f f e c t i v e n e s s .
E s t a b l i s h i n g 2 0 1 2 C o o r d i n a t e d P l a n P r i o r i t i e s
E x h i b i t 1 1 a b o v e c o n s o l i d a t e s t h e m a n y i s s u e s r a i s e d b y c o m m e n t e r s d u r i n g t h i s u p d a t e p r o c e s s i n t o
t w o g e n e r a l a r e a s . O n e , M a i n t a i n i n g a n d B u i l d i n g C a p a c i t y t o M e e t I n d i v i d u a l i z e d N e e d s s p e a k s t o
g e t t i n g t r a n s i t s e r v i c e s o n t h e s t r e e t r e s p o n s i v e t o t h e b r e a d t h a n d t y p e s o f n e e d s a n d s e r v i c e g a p s
r a i s e d . T h e s e c o n d , P r o m o t i n g T r a n s p o r t a t i o n A c c e s s a n d I n f o r m a t i o n P o r t a l s , a d d r e s s e s v a r i o u s
i n f r a s t r u c t u r e r e q u i r e m e n t s t h a t e i t h e r a i d a n d s u p p o r t v e h i c l e o p e r a t i o n s o r a r e i m p o r t a n t t o b r i n g i n g
m o r e m e m b e r s o f t h e t a r g e t g r o u p s t o p u b l i c t r a n s p o r t a t i o n .
T o m o v e t o t h e P l a n ' s r e q u i r e d p r i o r i t i z a t i o n , E x h i b i t 1 2 f o l l o w i n g o v e r t h e n e x t t h r e e p a g e s , r e w o r k s t h e
u s e r - b a s e d i n f o r m a t i o n s e t f o r t h p r e v i o u s l y a n d a d d r e s s e s o t h e r t h e m e s r a i s e d i n t h i s c o n c l u d i n g
s e c t i o n . P r e s e n t e d h e r e a r e t h r e e g o a l s , a s s o c i a t e d o b j e c t i v e s a n d p o s s i b l e s o l u t i o n s o r p r o j e c t s . T h e s e
r e p r e s e n t t h i s U p d a t e ' s r e v i s i t e d p r i o r i t i e s r e f l e c t i n g c u r r e n t c o n d i t i o n s .
A l \ ; . . . . . l \ / 1 � ! \ . . . . . . . . . . . . .
. t ~ ~ . . . . " " ' ~ . . " ' . , , . . , . .
3 0
1 3 3
2012 Update to the Public Transit-Human Services
Transportation Coordination Plan for Riverside County
Exhibit 12, Recommended 2012 Coordinated Plan Update Priority Areas
PRIORITIZED TRANSPORTATION GOALS AND POSSIBLE SOLUTIONS AND PROJECTS
OBJECTIVES
GOALl: MAINTAINING AND BUILDING CAPACITY TO MEET INDIVIDUALIZED NEEDS
1.1 Expanded fixed-route services -Increase operating hours to address 200 and 3rcr shift travel
and Sunday or early-morning employment
-Increase service frequencies on routes with high
employment densities and/or medical or educational
facilities to shorten trips and improve connections
-Address unserved pockets, expanding fixed-route where
feasible and where high transit dependence suggests
sustainable ridership levels
1.2 Improved interconnectivity -Projects improving transit between jurisdictions and sub-
regions
-Increased transit frequencies with attention to tighter
connections with Metrolink and Greyhound
1.3 Purpose-specific regional services -Non-emergency medical transportation projects
-Veterans or other special group shuttles
-Agricultural workers' shuttles
-Riders with disabilities living outside the ADA % mile
boundary
1.4 Expanded capacity of targeted human -Client-group specific transportation projects that do not
service transportation duplicate or supplant existing services and address unmet
transportation needs
-Client-group specific transportation projects that provide
high levels of personal assistance to riders with such needs
-Support agency-based training oriented t'o improving the
reliability, safety and cost-effectiveness of human service
agency transportation
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2 0 1 2 U p d a t e t o t h e P u b l i c T r a n s i t - H u m a n S e r v i c e s
T r a n s p o r t a t i o n C o o r d i n a t i o n P l a n f o r R i v e r s i d e C o u n t y
E x h i b i t 1 2 , p a g e t w o c o n t i n u e d
P R I O R I T I Z E D T R A N S P O R T A T I O N G O A L S A N D P O S S I B L E S O L U T I O N S A N D P R O J E C T S
S T R A T E G I E S
G O A L 2 : P R O M O T I N G T R A N S P O R T A T I O N A C C E S S A N D I N F O R M A T I O N P O R T A L S
2 . 1 E x p a n d e d t r a n s i t i n f o r m a t i o n p o r t a l s - I n f o r m a t i o n p r o j e c t c o n t i n u i n g s u p p o r t f o r I E - 5 1 1 a n d o f
R C T C ' s w e b - b a s e d l i n k s t o 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 u p p o r t o f I E V e t e r a n s O n e - C a l l / O n e - C l i c k i n i t i a t i v e
- S u p p o r t o f h u m a n s e r v i c e a g e n c y - b a s e d i n i t i a t i v e s t h a t l i n k
t o p u b l i c t r a n s p o r t a t i o n r e s o u r c e s
- S u p p o r t o f i n d i v i d u a l i z e d r i d e r - b a s e d i n f o r m a t i o n , s u c h a s
G o o g l e T r a n s i t a n d o t h e r t r i p p l a n n e r i n i t i a t i v e s
2 . 2 P r o m o t i n g t r a v e l t r a i n i n g - T r a v e l t r a i n i n g t a r g e t e d t o p a r t i c u l a r m a r k e t s : n o n - E n g l i s h
s p e a k i n g i n d i v i d u a l s , o l d e r p e r s o n s r e d u c i n g d r i v i n g , l o w -
i n c o m e y o u t h , p e r s o n s u s i n g A D A b u t w h o c o u l d u s e f i x e d -
r o u t e f o r s o m e t r i p s
- T r a v e l t r a i n i n g t o o l s f o r g a t e k e e p e r s t a f f , h u m a n s e r v i c e
a g e n c y p e r s o n n e l w h o i n t e r a c t w i t h c o n s u m e r s a n d w h o
w o u l d b e n e f i t f r o m a r u d i m e n t a r y k n o w l e d g e o f a v a i l a b l e
p u b l i c t r a n s i t i n R i v e r s i d e C o u n t y
2 . 3 T a r g e t e d m o b i l i t y m a n a g e m e n t - D e v e l o p i n g m o b i l i t y m a n a g e m e n t t o o l s w h e r e t h e s e c a n
i n i t i a t i v e s a d d r e s s p a r t i c u l a r s e r v i c e g a p s o r u n s e r v e d t r i p n e e d s f o r
t h e t a r g e t p o p u l a t i o n o r s u b - g r o u p s
2 . 4 . C a p i t a l p r o j e c t s s u p p o r t i n g t r a n s i t - C a p i t a l r e q u e s t s t h a t p r o v i d e l i f t - e q u i p p e d v e h i c l e s a n d
a c c e s s i b i l i t y o r s a f e t y f o r u s e b y t h e t a r g e t i n c r e a s i n g a c c e s s i b i l i t y
p o p u l a t i o n s - C a p i t a l p r o j e c t s t h a t s u p p o r t b u s s t o p a c c e s s i b i l i t y ,
i m p r o v e d p a t h - o f - a c c e s s o r b u s s t o p s a f e t y t h r o u g h l i g h t i n g ,
s h e l t e r a n d b u s s t o p a m e n i t i e s
2 . 5 C a p i t a l p r o j e c t s f o r i n n o v a t i v e t e c h n o l o g y - C a p i t a l r e q u e s t s f o r t e c h n o l o g y t h a t c a n i m p r o v e o n - t i m e
t o i m p r o v e r e l i a b i l i t y o r c o s t - e f f e c t i v e n e s s o f p e r f o r m a n c e o r s e r v i c e r e l i a b i l i t y
s e r v i c e s t o t h e t a r g e t p o p u l a t i o n s - C a p i t a l r e q u e s t s t h a t i n c r e a s e c o s t - e f f e c t i v e n e s s b y
i m p r o v i n g e f f i c i e n c i e s
3 2
1 3 5
2012 Update to the Public Transit-Human Services
Transportation Coordination Plan for Riverside County
Exhibit 12, page three continued
PRIORITIZED TRANSPORTATION GOALS AND POSSIBLE SOLUTIONS AND PROJECTS
STRATEGIES
GOAL 3: COORDINATION LEADERSHIP
3.1 Continuing to promote coordination
between public transit and human services
organizations
-Continuing maintenance of Transportation Network-
Stakeholders database and promotion of its value to human
service agencies and other networks
-Participation by transit representatives in various coalitions
and collaborative groups such as the Veterans Homeless
Coalition, the Inland Empire Disabilities Collaborative and
others
3.2 Continuing Specialized Transportation Call -Continuing biennial or every three-year call for RCTC's
for Project administration Specialized Transportation Call for Projects to invite grant
applications for funds available
-Continuing RCTC technical assistance to agencies
proposing projects consistent with identified needs
-Continuing RCTC administrative support to ensure that
successful Call recipients can comply with relevant Federal
regulation, through field audits and invoice concurrence
process
3.3 Reporting on outcomes and successes for -Continued periodic summary reports on RCTC's Specialized
transit funding invested
Implementing 2012 Priorities
Transportation Program
-Ensuring "credit" to the public transit operators for
initiatives that promote coordination with human service
organizations around addressing needs of the target
populations
-Promoting the initiatives of human services agencies that
work effectively with Riverside County public transit
operators
Underlying this Update process is the challenge of needs versus resources. Needs will always exceed
resources given that public transportation funding will never be sufficient even with an improving
economy. This is particularly so in the large geographic areas comprising Riverside County. The other
reality underlying this picture is that population growth has been substantial over the past decade and
does not appear to be abating, given Riverside County's mantle as the State's single-fastest growing
county in terms of percentage increases.
This continuing growth in population underscores the legitimacy of a continuing emphasis on trips.
Provision of trips, trips, trips remains an important first-level priority, given the overall increases in
\ l\: 11 ·1\~1· · 1\
_ .. _. . ... ~.-. r ··-········--···
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2 0 1 2 U p d a t e t o t h e P u b l i c T r a n s i t - H u m a n S e r v i c e s
T r a n s p o r t a t i o n C o o r d i n a t i o n P l a n f o r R i v e r s i d e C o u n t y
p o p u l a t i o n , t h e g r o w t h a m o n g t h e t a r g e t p o p u l a t i o n s a n d t h e c h a l l e n g e s o f s i m p l y s t a y i n g e v e n . T h e
t r i p s p e r c a p i t a m e a s u r e , w h i c h i s a n i n d i c a t o r o f t h e " v o l u m e " o f t r a n s i t s e r v i c e s i n r e l a t i o n t o
p o p u l a t i o n , b e c o m e s o n e m e a n s b y w h i c h t o a s s e s s w h e t h e r R i v e r s i d e C o u n t y i s h o l d i n g i t s o w n i n
r e l a t i o n t o 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 o r n o t , g i v e n t h i s c o n t i n u i n g p o p u l a t i o n g r o w t h . I n E x h i b i t 1 2 ,
G o a l 1 - M a i n t a i n i n g a n d B u i l d i n g C a p a c i t y t o M e e t I n d i v i d u a l i z e d N e e d s s u p p o r t s t h i s c o n t i n u e d
o r i e n t a t i o n t o t h e p r o v i s i o n o f t r i p s .
B u t a l s o i m p o r t a n t t o t h e p r o v i s i o n o f t r i p s a r e t h o s e i n f r a s t r u c t u r e a n d a d m i n i s t r a t i v e a c t i o n s t h a t
e n a b l e t r i p s t o b e p r o v i d e d . E x h i b i t 1 2 ' s G o a l 2 - P r o m o t i n g T r a n s p o r t a t i o n A c c e s s a n d I n f o r m a t i o n
P o r t a l s a n d G o a l 3 - C o o r d i n a t i o n L e a d e r s h i p r e f l e c t v a r i o u s s t r a t e g i e s a n d p r o j e c t s t h a t s u p p o r t a n d
e n a b l e t a r g e t g r o u p m e m b e r s t o s a f e l y a c c e s s a v a i l a b l e p u b l i c t r a n s p o r t a t i o n .
I n t e r m s o f e s t a b l i s h i n g p r o j e c t e v a l u a t i o n c r i t e r i a , a s s u m i n g t h a t t h e l e v e l s o f f u n d i n g a v a i l a b l e w i l l
a l w a y s b e l e s s t h a n f u n d s r e q u e s t e d , o n e a p p r o a c h w i l l b e t o e n s u r e t h a t t h e m a j o r i t y o f f u n d s g o t o
s u p p o r t t r i p s ( G o a l 1 ) b u t t h a t s o m e p o r t i o n i s r e s e r v e d i n t h e e v e n t t h e r e a r e v i a b l e p r o j e c t s i n s u p p o r t
o f G o a l 2 o r G o a l 3 . T h i s c o u l d f o l l o w t h e c u r r e n t f u n d i n g a l l o c a t i o n w h i c h , i n t h e m o s t r e c e n t t w o ~ y e a r
c y c l e , p r o v i d e d a b o u t 8 5 % o f t o t a l a w a r d e d f u n d s t o o p e r a t i o n s , G o a l l t y p e p r o j e c t s , a n d l e s s t h a n 1 5 %
o f t o t a l f u n d s t o G o a l s 2 a n d 3 i n f r a s t r u c t u r e - r e l a t e d p r o j e c t s .
T h e s i n g l e m o s t i m p o r t a n t c o n s i d e r a t i o n , i n s e l e c t i n g p r o j e c t s f o r f u n d i n g , w i l l c o n t i n u e t o b e t h e e x t e n t
t o w h i c h t h e p r o j e c t s a t i s f a c t o r i l y a d d r e s s e s a n d / o r r e s o l v e s i d e n t i f i e d t r a n s p o r t a t i o n n e e d s o f t h e
t a r g e t e d g r o u p o f p r o s p e c t i v e r i d e r s .
C r i t e r i a o f c o n t i n u i n g i m p o r t a n c e t o b e c o n s i d e r e d i n p r o j e c t s e l e c t i o n a r e t h e f o l l o w i n g :
1 . P r o j e c t d e r i v e d f r o m t h e l o c a l l y d e v e l o p e d c o o r d i n a t e d p l a n / p l a n u p d a t e .
2 . P r o j e c t a d e q u a t e l y a d d r e s s e s t h e u n m e t / u n d e r s e r v e d a n d i n d i v i d u a l i z e d n e e d s o f t h e t a r g e t
p o p u l a t i o n .
3 . P r o j e c t l e v e r a g e s f r o m s o u r c e s , i n c l u d i n g n o n - t r a n s i t f u n d i n g s o u r c e s , a n d m a x i m i z e s
a v a i l a b l e f u n d i n g b y e n s u r i n g a c o s t - e f f e c t i v e p r o j e c t .
4 . P r o j e c t d o e s n o t d u p l i c a t 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 a n d c l e a r l y d e m o n s t r a t e s
w h y t h e s e t r i p s c a n n o t b e p r o v i d e d b y o r o n 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 .
5 . P r o j e c t m a i n t a i n s c o n s i s t e n c y w i t h c u r r e n t F e d e r a l a n d S t a t e f u n d i n g r e g u l a t i o n s a n d
r e q u i r e m e n t s
6 . P r o j e c t i n c l u d e s m e a s u r a b l e g o a l s a n d o b j e c t i v e s .
I n t h e e v a l u a t i o n p r o c e s s , b o t h f o r n e w p r o j e c t s a n d f o r c o n t i n u i n g p r o j e c t s , a t t e n t i o n s h o u l d b e p a i d t o
t h e r e l a t i v e c o s t - e f f e c t i v e n e s s o f a p r o j e c t . D e f i n e h o w m u c h i s b e i n g s e c u r e d f o r t h e f u n d s p r o v i d e d .
A n d t h e h i s t o r i c a l e x p e r i e n c e o f t h e p r o j e c t i s p a r t i c u l a r l y i m p o r t a n t f o r c o n t i n u i n g i n i t i a t i v e s .
D e t e r m i n e w h e t h e r t h e p r o j e c t a c h i e v e d o r c a m e c l o s e t o i t s p r e v i o u s l y s t a t e d g o a l s . D e t e r m i n e
w h e t h e r t h e r e w e r e e x t e n u a t i n g c i r c u m s t a n c e s a s t o w h y t h a t w a s n o t p o s s i b l e . T h e s e c o n s i d e r a t i o n s
a r e p a r t i c u l a r l y i m p o r t a n t w h e n f u n d s a r e l i m i t e d .
3 4
1 3 7
2012 Update to the Public Transit-Human Services
Transportation Coordination Plan for Riverside County
Appendices
Appendix A: 2010 Census, Riverside County Work Area Profile Report
Appendix B: RCTC's Specialized Transportation Program FY 09/10 Trips
and Cost Detail by Proj~ct
Appendix C: Workshop Announcement Invitation and Spanish Flyer
Appendix D: Summary of Comments Received by RCTC Via Email
Appendix E: Riverside County's Transportation Stakeholder Database
Agencies, 2011
Al\c ,•1' . ·l\·1• 1\ . .l--. .l ....... .
• .... ... "' .. , y "'~ .. "' .... ...:
138
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2 0 1 2 U p d a t e t o t h e P u b l i c T r a n s i t - H u m a n S e r v i c e s
T r a n s p o r t a t i o n C o o r d i n a t i o n P l a n f o r R i v e r s i d e C o u n t y
A p p e n d i x A : 2 0 1 0 C e n s u s , R i v e r s i d e C o u n t y W o r k A r e a P r o f i l e
R e p o r t
W o r k A r e a P r o f i l e R e p o r t
T o t a l A l l J o b s
T o t a l A l l J o b s
J o b s b y W o r k e r A g e
A g e 2 9 o r y o u n g e r
A g e 3 0 t o 5 4
A g e 5 5 o r o l d e r
J o b s b y E a r n i n g s
$ 1 , 2 5 0 p e r m o n t h o r l e s s
$ 1 , 2 5 1 t o $ 3 , 3 3 3 p e r m o n t h
M o r e t h a n $ 3 , 3 3 3 p e r m o n t h
J o b s b y N A I C S I n d u s t r y S e c t o r
A g r i c u l t u r e , F o r e s t r y , F i s h i n g a n d H u n t i n g
M i n i n g , Q u a ~ T } i n g , a n d m a n d G a s E x t r a c t i o n
u t i l i t i e s
C o n s t r u c t i o n
M a n u f a c t u r i n g
W h o l e s a l e T r a d e
R e t a ~ T r a d e
T r a n s p o r t a t i o n a n d W a r e h o u s i n g
I n f o r m a t i o n
F i n a n c e a n d I n s u r a n - c e
R e a l E s t a t e a n d R e n t a l a n d L e a s i n g
P r o f e s s i o n a l , S c i e n t i f i c , a n d T e c h n i c a l S e r v i c e s
M a n a g e m e n t o f C o m p a n i e s a n d E n t e r p r i s e s
A d r n i n i s t r a l i o n & S u p p o r t , W a s t e M a n a g e m e n t a n d R e m e d i a t t o n
E d u c a t i o n a l S e r v i c e s
H e a l t h C a r e a n d S o c i a l A s s i s t a r c e
A r t s , E n t e r t a i n m e n t , a n d R e c r e a t t o n
A c r o m m o d a t i o o a n d F o o d S e r v i c e s
O t h e r S e r v i c e s ( e x c l u d i n g P u b l i c A d m i n i s t r a t i o n )
P u b l i c A d m i n i s t r a t i o n
1 3 9
2 0 1 0
C o u n t S h a r e
5 6 4 , 0 7 1 1 0 0 J ) %
2 0 1 0
C o u n t S h a r e
1 5 2 , 7 2 9 2 7 . 1 %
3 1 3 , 3 1 2 5 � . 4 %
9 3 , 0 3 0 1 6 . 5 %
2 0 1 0
C o u n t S h a r e
1 5 7 , 8 0 0 2 8 . 0 %
2 2 1 , 6 0 3 3 9 _ 3 %
1 8 4 , 5 7 8 3 2 . 7 %
2 0 1 0
C o u n t S h a r e
1 4 ) } 9 3 2 . 6 %
5 4 0 0 . 1 %
4 , 7 0 3 ! 1 8 %
3 5 , 1 3 5 6 . 2 %
3 7 , 3 7 3 6 . 6 %
2 1 , 0 0 6 - 3 . 7 %
7 4 , 5 1 9 1 3 . 2 %
1 7 , 9 1 8 3 . 2 %
6 , 9 3 3 1 . 2 %
1 1 , 5 8 9 2 . 1 %
8 , 4 1 0 1 . 5 %
2 0 , 8 7 1 3 . 7 %
3 , 3 5 5 0 _ 6 %
3 2 , 0 8 1 5 . 7 %
6 9 , 1 3 8 5 1 2 . 4 %
6 9 . 4 2 8 1 2 3 %
2 0 , 0 6 8 3 . 6 %
6 5 , 4 2 2 1 1 . 6 %
2 7 , 1 7 4 4 . 8 %
2 2 , 9 0 3 4 . 1 %
G I S W S - 1 o f 2 .
3 6
Jobs by Worker Race
White Alone
Black or Amcan American Alone
American Inman or Alaska Native Alone
Asian Alone
Native Hawaiian or Other Pacific Islander Alone
Two or More Race Groups
Jobs by Worker Ethnidty
Not Hispanic or Latino
Hispanic or Latino
Jobs by Worker Educational Attainment
less than high school
High school or equivalent, oo college
Some college or Associate degree
Bachelor's degree or adv-anced degree
2012 Update to the Public Transit-Human Services
Transportation Coordination Plan for Riverside County
2010
Count Shate
400,747 31.7%
37,637 tU%
8,019 1.4%
43,916 7.8%
2,155 0.4%
11,547 2.0%
2010
Count Shate
342,358 60.7%
221,713 39.3%
2010
Count Shate
89j117 15.9%
91,030 HU%
129,618 23.0%
100,727 17.9%
Educational attainment not available (workers aged 29 or younger) 152,729 27_1nk
Jobs by Worker Sex
Male
Female
A·l\, il' ·}\: ;T. !\
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140·,
2010
Count Shate
278,765 49.4%
285,306 50.6%
GIS'.VS -2 of 2
37
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" " " 2 0 1 2 U p d a t e t o t h e P u b l i c T r a n s i t - H u m a n S e r v i c e s T r a n s p o r t a t i o n C o o r d i n a t i o n P l a n f o r R i v e r s i d e C o u n t y A p p e n d i x B : R C T C 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 P r o g r a m , F Y 0 9 / 1 0 T r i p a n d C o s t D e t a i l ~ [ 1 ] V o l u n t e e r b u s p a s s t r i p s a r e f o r R T A f i x e d - R o u t e s e r v i c e * C o s t p e r s u b s i d y f o r S u n l i n e E x t e n d e d L a t e N i g h t S e r v i c e o n l y r e p r e s e n t s 1 0 m o n t h s o f s e r v i c e , w i t h a s u b s i d y c a l c u l a t e d a s a m o n t h l y a v e r a g e b a s e d o n t h e t o t a l p r o j e c t s u b s i d y o v e r a 1 9 m o n t h p e r i o d c o v e r i n g t w o f i s c a l y e a r s . ~ ~ � 1 \ , 1 - l V f � A . i . ' \ . . . . . . ' " " " " . , . . 1 4 1 3 8
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2 0 1 2 U p d a t e t o t h e P u b l i c T r a n s i t - H u m a n S e r v i c e s
T r a n s p o r t a t i o n C o o r d i n a t i o n P l a n f o r R i v e r s i d e C o u n t y
A p p e n d i x C : W o r k s h o p A n n o u n c e m e n t I n v i t a t i o n a n d S p a n i s h -
L a n g u a g e F l y e r
J a n u a r y 3 , 2 0 1 2
T o : A g e n c y I O r g a n i z a t i o n R e p r e s e n t a t i v e s
4 0 8 0 L e m o n S t . � w , 3 r d f ! o o r " R i v e r s ; d e , C A
/ A o i l ; n g A d d r e s . ' f ' 0 . B o x 1 7 0 G B " R i v e r s i d e , C A 9 ' 2 5 0 ' 2 - 2 2 0 8
( 9 5 J t 7 8 7 - 7 1 4 1 " F a x ( 9 5 1 ) 7 8 7 - 7 9 2 0 " w w w . r c l < . o r g
F r o m : 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
S u b j e c t : P u b l i c W o r k s h o p s f o r t h e 2 0 1 2 U p d a t e t o t h e C o o r d i n a t e d P l a n
T h e R i v e r s i d e C o u n t y T r a n s p o r t a t i o n C o m m i s s i o n i s u p d a t i n g T h e P u b l i c T r a n s i t - H u m a n S e r v i c e s
T r a n s p o r t a t i o n C o o r d i n a t i o n P l a n f o r R i v e r s i d e C o u n t y . T h i s p l a n , o r i g i n a l l y d e v e l o p e d i n 2 0 0 8 ,
a d d r e s s e s u n m e t 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 n e e d s i n r e l a t i o n t o s e v e r a l F e d e r a l f u n d i n g s o u r c e s :
" S e c t i o n 5 3 1 6 - 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 p r o g r a m : p r o v i d e s f u n d i n g 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 e m p l o y m e n t a n d e m p l o y m e n t r e l a t e d a c t i v i t i e s f o r 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 ;
" S e c t i o n 5 3 1 7 - N e w F r e e d o m p r o g r a m : p r o v i d e s f u n d i n g t o s u p p o r t n e w a l t e r n a t i v e s t o p u b l i c
t r a n s p o r t a t i o n t h a t e x t e n d b e y o n d t h e A D A f o r 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
" S e c t i o n 5 3 1 0 - 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 c a p i t a l p r o g r a m : a w a r d s c a p i t a l f u n d i n g t o
p r i v a t e , n o n - p r o f i t o r g a n i z a t i o n s s e r v i n g t h e t r a n s p o r t a t i o n n e e d s o f o l d e r a d u l t 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 .
T h e s e f u n d i n g s o u r c e s r e l y o n a c o m p e t i t i v e p r o c e s s t h r o u g h a C o m m i s s i o n - a p p r o v e d a p p l i c a t i o n
t h a t o c c u r s e v e r y t w o y e a r s . T h e r e s u l t s o f p u b l i c w o r k s h o p s a r e f a c t o r e d i n t o t h e a p p l i c a t i o n s s o
t h a t t h e f u n d i n g a d d r e s s e s t h e i d e n t i f i e d n e e d s .
A s i g n i f i c a n t p o r t i o n o f t h e C o o r d i n a t e d P l a n r e l i e s u p o n p u b l i c o u t r e a c h t o i d e n t i f y u n m e t
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 n e e d s f o r o l d e r a d u l t 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 o w -
i n c o m e . P l e a s e h e l p u s i n s p r e a d i n g t h e w o r d a b o u t s e v e r a l p u b l i c w o r k s h o p s h a p p e n i n g a c r o s s
R i v e r s i d e C o u n t y i n J a n u a r y . T h e e n c l o s e d f l y e r s c a n b e p o s t e d a t y o u r l o c a t i o n s o r p a s s e d o n t o
c o l l e a g u e s w h o w o r k w i t h t h e t a r g e t p o p u l a t i o n s .
T h a n k y o u f o r y o u r p a r t n e r s h i p i n p r o m o t i n g t h e s e i m p o r t a n t p u b l i c w o r k s h o p s .
R o b e r t Y a t e s
1 4 2
3 9
2012 Update to the Public Transit-Human Services
Transportation Coordination Plan for Riverside County
Denos a conocer sus preocupaciones
de transportacion!
Esta es su opor:tunidad para
ayudarnos a actualizar el
Plan de Coordination de
Servicios de Transporte/
Transporte Publico del
Condado de Riverside
Ayudenos a identificar sus necesidades de tranSeporte y contribuya a los esfuerzos de
planeaci6n del Condado de Riverside para Ia proxima decada.
Unase a Ia Comision de Transj:wrte del Condado de Riverside para comunicarnos sus
preocupaciones de transporte:
• Falta de enlace en el servicio (lD6nde hace falta el servlcio?)
• Necesidades de transportaci6n que no han sido atendidas dentro del Condado de
River£ide
• Necesidades de movilizacion de personas mayores, gentes con incapaddades y
personas de bajos ingresos
Talleres Coordinados de ActuaUzaci6n del Plan
. . Blythe
i1 de £nero, 1012-Miercoles, 10 am-12 pm
City of Blythe council chambers
.1:?5 N. Broadway, Blythe, CA 92225
Palm Desert
1r d~ ~~ero, ~12:-Miercoles, 1:30pm ~;4:30pm
Pa'fh,>i~w Btilli:liog, Conference Room 119 ..
73-710Fr~d wartng Drive, Palm De.sert,(.A:922oo
Partic.ipantes lnvita.dos: Usu.a-rios doe trans--porte pUbHco,. r-epr~sen.tant-es de las ag-e-ncias de servicios soc:iat:e-s ..
==...,.,..~_,__Pr~~·e~~o!:~~~!!!!,~P.5?~~~!'"~!s*~d~~~~.n Ia co~~!~~ d" a.g~~!!!-.~"'~"~~ por!!_,~~--~~_y _ _!!:_,.P_?_~iic~--~" ge n:~~l :,.--.~~.
<_No puede a:sistir affinguna de est-as rew»ones?
Puede-envi:amru sus COl'JlentaTios acerca de sus nec.esidade:s. de trarupcrt-e pe-r ctxTeo etec::trOnico a:
PlanUpdate@hotmaij.rom, ttasta ~ 15 de Febn>ro del .ID12.
.P~ra mayor iMonm;;o,dOr~ por ~~ Jb.me ~:
f951}7S7·71411 RCTC-jo~n•O~~te.o
(951} 784-1333 t AMMA T~n.ut ?l .. •nlhS:-tk-.ther Me!Y'§~e
143
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2 0 1 2 U p d a t e t o t h e P u b l i c T r a n s i t - H u m a n S e r v i c e s
T r a n s p o r t a t i o n C o o r d i n a t i o n P l a n f o r R i v e r s i d e C o u n t y
A p p e n d i x D : S u m m a r y o f C o m m e n t s R e c e i v e d b y R C T C v i a E m a i l
P a l o V e r d e V a l l e y
1 } B u s e s g o i n g f r o m B l y t h e t o I r o n w o o d a n d C h u c k a w a l l a V a l l e y S t a t e P r i s o n s a r e a t c a p a c i t y . M o r e
e m p l o y e e s w o u l d u s e i t i f t h e r e w a s a l a r g e r b u s ( 7 : 2 0 R o u t e R e d ) . T h e r e i s a l s o a n e e d f o r 1 o r t w o
m o r e r u n s a s t h e r e i s n ' t p u b l i c t r a n s p o r t a t i o n f o r s o m e s h i f t s : m a n y e m p l o y e e s g e t o f f a t 2 p m .
2 ) S u g g e s t a d d i n g o n e r u n t o C h u c k a w a l l a V a l l e y S t a t e P r i s o n t h a t w o u l d g e t p e o p l e t o w o r k a l i t t l e
b e f o r e 2 p m a n d p i c k t h e m u p a t l O p m .
C o a c h e l l a V a l l e y
1 ) S e r v i c e f r o m P a l m S p r i n g s A i r p o r t t o e a s t e r n v a l l e y d e s t i n a t i o n s .
2 ) I m p r o v e d S u n l i n e b u s s t o p a m e n i t i e s i n c l u d i n g l i g h t i n g a n d s h a d i n g .
3 ) I n c r e a s e d b u s s t o p s .
4 ) T r a n s p o r t a t i o n n e e d e d , i n c l u d i n g a s t o p , i n T h e r m a l ( V i s t a S a n t a R o s a n e i g h b o r h o o d o n J a c k s o n S t .
a n d A i r p o r t B l v d . ) f o r l o w - i n c o m e f a m i l i e s , s t u d e n t s a n d w o r k i n g t e e n a g e r s , m a n y w h o h a v e t o w a l k
a l o n g d a n g e r o u s r o a d s .
5 ) C u r r e n t l y , a s t u d y i s b e i n g c o n d u c t e d o f t h e u n m e t t r a n s p o r t a t i o n n e e d s o f s o m e c o m m u n i t i e s i n t h e
E a s t e r n C o a c h e l l a V a l l e y . W e s u g g e s t t h a t R C T C a n d C V A G s h o u l d w o r k w i t h H A R C a n d o t h e r s i n v o l v e d
i n t h a t p r o j e c t t o e x p a n d t h e i n v e s t i g a t i o n t o t h e e n t i r e C o a c h e l l a V a l l e y .
W e s t e r n R i v e r s i d e
1 } R e q u e s t a r o u t e f r o m M o r e n o V a l l e y ( M a l l ) t o o r n e a r B o x S p r i n g s a n d E u c a l y p t u s i n t h e C i t y o f
R i v e r s i d e t o p r o v i d e a c c e s s t o e m p l o y m e n t . T h e r e i s a l s o a n e w c o l l e g e i n t h i s a r e a , P l a t t C o l l e g e , a n d
m a n y s t u d e n t s m a y w a n t t o g e t t o t h i s a r e a b y b u s .
2 ) R e q u e s t f o r e v e n i n g t r a n s p o r t a t i o n , o r w e e k e n d e v e n i n g s , s e r v i n g F o x t h e a t r e , s o r e s i d e n t s c a n r e t u r n
h o m e f r o m e v e n t .
3 } I n c r e a s e d f r e q u e n c y o n R T A L i n e 1 .
4 } R T A s h o u l d n o t c h a r g e a f a r e f o r b a b i e s t h a t d o n ' t w a l k .
5 } R T A n e e d s m o r e v e h i c l e s t o a c c o m m o d a t e r i d e r s w h o u s e w h e e l c h a i r s a n d m a y h a v e t o w a i t f o r t h e
n e x t b u s .
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Transportation Coordination Plan for Riverside County
6) Suggest Corona Cruiser and RTA honor each other's bus passes for round trip service, not just 1 way.
We have many customers who live in Corona who end up needing 2 bus passes to get around.
· Southwestern Riverside
1) In Norco: Along Sixth Street (business area) a bus line is needed so it is possible to transfer to route#
3 for seniors, students with disabilities, residents, business employees.
2) A tunnel between Route 5 and Route 15 (connecting to Irvine and Riverside) instead of Ortega
Highway, which can be a difficult road for many seniors to drive.
3) Parents cannot get children classes at Saint Frances of Rome in Wildomar because there is no
transportation.
4) Transportation is needed at Indian Truck Trail.
5) There are pockets of need in Lake Elsinore Area:
• Quail Valley -In order to get to MSJC or 215/Haun (the big Target Plaza) from Quail Valley-
riders have to make a transfer and the trip takes 1 hour and 15.
• Bus services in that area stops at 6:00 pm. Those who have later jobs and school schedules
can't get back into Quail Valley. Transportation has always been very limited there. There is
still only one bus stop in the whole city.
• Lake Elsinore DPSS-A stop is needed in front of the DPSS building to make traveling there
easier and safer for clients. There is no sidewalk from Chaney along Minthorn to the DPSS
building and many clients walk with strollers along the road. Clients with children also walk
from Main or Collier to the DPSS office on muddy, unpaved sidewalks.
6) In Temecula, there is very little bus service. My high schooler has to walk 3.3 miles one way to school
and then home again. The best that they could do was pick up in front of the school and then drop off 1
mile down the road so my high schooler still had to walk 2.3 miles one way. That is a long way given
their heavy load with school books etc.
7) Could we make this more appealing and doable for teenagers? I feel like the community in
Temecula/Murrieta drive everywhere because they have to. I love public transportation but feel that
we are losing an entire generation because they do not even understand how it works or why it benefits
them. We need to invite teenagers to ride the bus, not discourage them.
8) Need more bus lines up the 15 freeway from Elsinore to Corona/Norco, ie: Dawson Canyon, Eagle
Glen, etc. Many of our customers live in the newer housing tracks off the 15 freeway in that stretch, and
buses are few, are far between, or non-existent. I would like to see more bus routes in Eastvale.
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2 0 1 2 U p d a t e t o t h e P u b l i c T r a n s i t - H u m a n S e r v i c e s
T r a n s p o r t a t i o n C o o r d i n a t i o n P l a n f o r R i v e r s i d e C o u n t y
9 ) P o c k e t s o f N e e d i n T e m e s c a l V a l l e y I S y c a m o r e C r e e k I T r i l o g y :
" P l e a s e c o n s i d e r h a v i n g a t l e a s t o n e e v e n i n g a n d o n e m o r n i n g b u s f r o m S y c a m o r e
c r e e k / T r i l o g y a n d / o r H o r s e t h i e f i n t o C o r o n a s o t h o s e o f u s a t o r n e a r r e t i r e m e n t a g e c a n
c o n n e c t w i t h p u b l i c t r a n s p o r t a t i o n , s u c h a s M e t r o l i n k i n t o C o r o n a a n d R i v e r s i d e s o w e c a n
k e e p o u r t a x s p e n d i n g d o l l a r s i n o u r o w n c o u n t y .
" R e s i d e n t s i n S y c a m o r e C r e e k w i t h o u t c a r s a r e i s o l a t e d f r o m a n y c i t y . T r a n s p o r t a t i o n n e e d s t o
b e p r o v i d e d f o r t h e d i s a b l e d , t h o s e w i t h i l l n e s s e s , a n d o l d e r a d u l t s .
" W e n e e d t r a n s p o r t a t i o n i n t h i s a r e a . W e h a d g o o d r e p r e s e n t a t i o n a t t h e R i v e r s i d e P u b l i c
W o r k s h o p t o s t a t e w e n e e d e d t r a n s p o r t a t i o n i n t h e T e m e s c a l V a l l e y .
" W e n e e d s o m e t y p e o f p u b l i c t r a n s p o r t a t i o n i n t h e T e m e s c a l V a l l e y a r e a . T h e r e a r e t e e n s
t h a t w o u l d l i k e t o g o s h o p p i n g t o t h e m o v i e s o r v i s i t f r i e n d s . T r a n s p o r t a t i o n d o e s n o t h a v e t o
b e a l a r g e b u s b u t a s m a l l v a n w i t h a s c h e d u l e t h a t i s a g r e e a b l e u p o n b y t h e r e s i d e n t s . T h e
b u s o n l y h a s t o g o t o a n e a r b y h i g h p u b l i c a r e a .
" I s e r v e o n t h e B o a r d o f E m i s s a r i e s o f D i v i n e l i g h t w h o o w n s a n d o p e r a t e s T h e G l e n I v y
C e n t e r , a s p i r i t u a l c o n f e r e n c e a n d r e t r e a t c e n t e r , r e s i d e n t i a l c o m m u n i t y a n d w h i c h i n c l u d e s
G l e n I v y F a r m . I a l s o s i t o n t h e B o a r d o f G l e n I v y H o t S p r i n g s S p a . T h e s e t w o o p e r a t i o n s ,
t o g e t h e r , o c c u p y 8 2 a c r e s i n T e m e s c a l V a l l e y a n d e m p l o y o v e r 2 5 0 p e o p l e . T h e i m p r o v e m e n t
o f p u b l i c t r a n s p o r t a t i o n i n o u r a r e a o f R i v e r s i d e C o u n t y w o u l d c e r t a i n l y e n h a n c e t h e
a t t r a c t i v e n e s s a n d p r o f i t a b i l i t y o f t h e r e g i o n . I s u p p o r t a n e f f o r t t o i m p r o v e o u r
i n f r a s t r u c t u r e . I l o o k f o r w a r d t o f u r t h e r d e v e l o p m e n t s .
" G l e n I v y H o t S p r i n g s p a r t i c i p a t e s i n v a r i o u s E m p l o y e e R i d e - S h a r e P r o g r a m s a n d w o u l d
c e r t a i n l y w e l c o m e a n y e x p a n d e d o p p o r t u n i t i e s f o r p u b l i c t r a n s p o r t a t i o n t h a t m i g h t b e t t e r
s e r v e o u r e m p l o y e e s a n d g u e s t s .
" I h a v e l i v e d i n T e m e s c a l V a l l e y f o r a b o u t 1 4 y e a r s a n d I a m a l s o l e g a l l y b l i n d . W i t h o u t p u b l i c
t r a n s p o r t a t i o n I a m u n a b l e t o g e t t o s t o r e s , d o c t o r a p p o i n t m e n t s , s c h o o l o r e v e n t o w o r k . I
a l s o k n o w t h a t I a m n o t t h e o n l y p e r s o n i n t h i s a r e a w h o w a n t s o r n e e d s p u b l i c
t r a n s p o r t a t i o n .
" T r i l o g y o f G l e n I v y i s a 5 5 a n d o l d e r c o m p l e x w h e r e p u b l i c t r a n s p o r t a t i o n i s b a d l y n e e d e d .
R e s i d e n t s n e e d t o g e t t o D o s L a g o s a n d t o d o c t o r a p p o i n t m e n t s .
P e o p l e w i t h D i s a b i l i t i e s
1 ) T h e r e s t i l l r e m a i n g a p s i n s e r v i c e , e s p e c i a l l y a d e q u a t e a n d t i m e l y t r a n s p o r t a t i o n s e r v i c e s o n w e e k e n d s
f o r p e r s o n s w i t h d i s a b i l i t i e s w h o a r e i n t e r e s t e d i n p a r t i c i p a t i n g i n r e g u l a r s c h e d u l e d s o c i a l s e r v i c e
a c t i v i t i e s t h a t : 1 ) o c c u r o n w e e k e n d s , 2 ) o c c u r a t d i f f e r e n t l o c a t i o n s , 3 ) r e q u i r e a d r i v e r / p a r t n e r .
F u n d i n g
1 ) S u g g e s t m a k e f u n d i n g a v a i l a b l e t o p r i v a t e n o n - p r o f i t c o r p o r a t i o n s ( s u c h a s B l i n d n e s s S u p p o r t
S e r v i c e s ) t o p r o v i d e p r i v a t e t r a n s p o r t a t i o n s e r v i c e t o e l i g i b l e c o n s u m e r s i n v o l v e d i n s o c i a l s e r v i c e
a c t i v i t i e s . F o r i n s t a n c e , f u n d s c a n b e u s e d t o h i r e 5 p a r t - t i m e d r i v e r s / g u i d e s w h o w i l l b e r e s p o n s i b l e f o r
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2012 Update to the Public Transit-Human Services
Transportation Coordination Plan for Riverside County
picking up program participants, serve as guides, and returning them home once the organized activities
are completed.
2) We urge that the Coachella Valley Association of Governments reconsider the manner in which
Measure A funds are currently passed on to Sunline and Coachella Valley cities to insure that at least a
reasonable portion of Measure A funds are used to insure that accessible, acceptable and affordable
specialized service options are available for older adults, people with disabilities and persons of low-
income in the Desert.
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2 0 1 2 U p d a t e t o t h e P u b l i c T r a n s i t - H u m a n S e r v i c e s
T r a n s p o r t a t i o n C o o r d i n a t i o n P l a n f o r R i v e r s i d e C o u n t y
A p p e n d i x E : 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 D a t a b a s e A g e n c i e s , 2 0 1 1
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4 5
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2012 Update. to the Public Transit-Human Services
Transportation Coordination Plan for Riverside County
Riverside County Transportation Commission
Network Card Stakeholder Agencies
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A G E N D A I T E M 1 4
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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 2 5 , 2 0 1 2
T O : B u d g e t a n d I m p l e m e n t a t i o n C o m m i t t e e
F R O M : B r i a n C u n a n a n , C o m m u t e r a n d 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
T H R O U G H : 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
S U B J E C T :
A g r e e m e n t W i t h S o u t h C o a s t A i r Q u a l i t y M a n a g e m e n t D i s t r i c t t o
F u n d t h e D e v e l o p m e n t a n d D e p l o y m e n t o f a n I n l a n d E m p i r e 5 1 1
M o b i l e A p p l i c a t i o n
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 t t e e t o :
1 )
2 )
3 )
A p p r o v e A g r e e m e n t N o . 1 2 - 4 5 - 0 8 9 - 0 0 w i t h t h e S o u t h C o a s t A i r Q u a l i t y
M a n a g e m e n t D i s t r i c t ( A Q M D ) 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 $ 1 0 0 , 0 0 0 i n
g r a n t 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 d e p l o y m e n t c o s t s o f a n I n l a n d E m p i r e
5 1 1 ( I E 5 1 1 ) m o b i l e a p p l i c a t i o n ;
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
F o r w a r d t o t h e C o m m i s s i o n f o r f i n a l a c 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 :
T h e C o m m i s s i o n , i n p a r t n e r s h i p w i t h t h e 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 ) , o p e r a t e s a n d m a i n t a i n s t h e I E 5 1 1 t r a v e l e r i n f o r m a t i o n s y s t e m . T h e
s y s t e m p r o v i d e s m o t o r i s t s w i t h a c c e s s t o r e a l - t i m e f r e e w a y t r a v e l i n f o r m a t i o n a n d
i n c i d e n t i n f o r m a t i o n o n S o u t h e r n C a l i f o r n i a h i g h w a y s v i a t h e t e l e p h o n e s e r v i c e b y
d i a l i n g 5 1 1 f r o m l a n d l i n e , c e l l p h o n e , o r a c c e s s i n g t h e m a p o n t h e c o m p a n i o n
w e b s i t e , ( w w w . i e 5 1 1 . o r g ) . I E 5 1 1 i s d e s i g n e d t o p r o m o t e m o b i l i t y b y f o s t e r i n g
m o r e i n f o r m e d t r a v e l . d e c i s i o n s t o a v o i d c o n g e s t i o n , a s w e l l a s p r o v i d e m o r e
c h o i c e s f o r t h e i n d i v i d u a l c o m m u t e r b y i d e n t i f y i n g 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
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 . I n l a n d E m p i r e c o m m u t e r s c a n
a c c e s s t r a n s i t , M e t r o l i n k , c a r p o o l i n g , v a n p o o l i n g , c a r p o o l l a n e , a n d t o l l r o a d
i n f o r m a t i o n , a s w e l l a s d e t a i l e d p a r k a n d r i d e l o t i n f o r m a t i o n f o r t h e e n t i r 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 . I E 5 1 1 s e r v i c e d n e a r l y 9 3 2 , 0 0 0 t e l e p h o n e u s e r s a n d 5 8 5 , 0 0 0
w e b v i s i t s s i n c e i t s l a u n c h i n A p r i l 2 0 1 0 .
A g e n d a I t e m 1 4
1 5 0
DISCUSSION:
The development of a mobile application was the next logical enhancement for the
program given the continued growth of smartphones and the actual usage of IE511
on smartphone platforms observed by staff. While the development of an IE511
mobile application was budgeted for in FY 2011/12 using Measure A funds, other
funding opportunities arose within the Mobile Source Air Pollution Reduction
Review Committee (MSRC), a committee of the AOMD. At its July 2011 meeting,
the MSRC recommended an allocation of its FY 2010/11 work program for the
implementation of 511 mobile applications. In September 2011, the AQMD
approved a $100,000 sole source agreement with the Commission and a
$123,000 agreement with the Los Angeles County Metropolitan Transportation
Authority (Metro) for the development and deployment of a 511 mobile application
for the IE511 system and G0511 system, respectively. In anticipation of this
funding, staff began work with IE511 consultants on this project as contract terms
were being finalized. The new IE511 mobile application successfully launched and
was demonstrated at the February 2012 Commission meeting. To date, the mobile
application has been downloaded by over 7, 700 users.
•
IE511 has proven to be a valuable tool for Inland Empire residents and constituents
for managing travel and commute efforts. The launch of the new mobile
application further enhanced this experience and additional enhancements to the
mobile application will be implemented overtime. Staff recommends approval of •
Agreement No. 12-45-089-00 with the AQMD for the Commission to receive
$1 00,000 in grant funding for the development and deployment costs of an IE511
mobile application.
Financial Information
In Fiscal Year Budget: I No I Year: I FY2011/12 Amount: I $100,000
Source of Funds: I MSRC Grant Budget Adjustment: I Yes
GLA No.:. 1202 45 41203
Fiscal Procedures Approved: I ~~ I Date: I 06/18/2012
Attachment: Agreement No. 12-45-089-00
• Agenda Item 14
151
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' S o u t h C o a s t
. t \ i r Q u a l i t y M a n a 2 e m e n t D i s t r i c t
~ C o n t r a c t N o . M S 1 1 0 5 7
C l e a n T r a n s p o r t a t i o n
~ ! . ! . " - 9 . J . ! ~ ~ ! . . . . ~
C O N T R A C T
1 . P A R T I E S - T h e p a r t i e s t o t h i s C o n t r a c t a r e t h e S o u t h C o a s t A i r . Q u a l i t y M a n a g e m e n t D i s t r i c t
( h e r e i n a f t e r r e f e r r e d t o a s " A Q M D H ) w h o s e a d d r e s s i s 2 1 8 6 5 C o p l e y D r i v e , D i a m o n d B a r , C a l i f o r n i a
9 1 7 6 5 - 4 1 7 8 , a n 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 ( h e r e i n a f t e r r e f e r r e d t o a s
" C O N T R A C T O R " ) w h o s e a d d r e s s i s 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 2 .
2 . R E C I T A L S
A . A Q M D i s t h e l o c a l a g e n c y w i t h p r i m a r y r e s p o n s i b i l i t y f o r r e g u 1 a t i n g s t a t i o n a r y s o u r c e a i r p o l l u t i o n
w i t h i n t h e g e o g r a p h i c a l b o u n d a r i e s o f t h e S o u t h C o a s t A i r Q u a l i t y M a n a g e m e n t D i s t r i c t i n 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 ) . A Q M D i s a u t h o r i z e d u n d e r S t a t e H e a l t h & S a f e t y C o d e S e c t i o n 4 4 2 2 5
( A s s e m b l y B i l l ( A B ) 2 7 6 6 ) t o l e v y a f e e o n m o t o r v e h i c l e s f o r t h e p u r p o s e o f r e d u c i n g a i r p o l l u t i o n
f r o m s u c h v e h i c l e s a n d t o i m p l e m e n t t h e C a l i f o r n i a C l e a n A i r A c t .
B . U n d e r A B 2 7 6 6 t h e A Q M D ' S G o v e r n i n g B o a r d h a s a u t h o r i z e d t h e i m p o s i t i o n o f t h e s t a t u t o r i l y s e t
m o t o r v e h i c l e f e e . B y t a k i n g s u c h a c t i o n t h e S t a t e ' 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 s ( D M V ) i s
r e q u i r e d t o c o l l e c t s u c h f e e a n d r e m i t i t p e r i o d i c a l l y t o A Q M D .
C . A B 2 7 6 6 f u r t h e r m a n d a t e s t h a t t h i r t y ( 3 0 ) p e r c e n t o f s u c h v e h i c l e r e g i s t r a t i o n f e e s b e p l a c e d b y
A Q M D i n t o a s e p a r a t e a c c o u n t f o r t h e s o l e p u r p o s e o f 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 p r o g r a m s t o
r e d u c e a i r p o l l u t i o n f r o m m o t o r v e h i c l e s .
D . A B 2 7 6 6 c r e a t e s a r e g i o n a l 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
d e v e l o p a w o r k p r o g r a m t o f u n d p r o j e c t s f r o m t h e s e p a r a t e a c c o u n t . P u r s u a n t t o a p p r o v a l o f t h e
w o r k p r o g r a m b y A Q M D ' S G o v e r n i n g B o a r d , A Q M D B o a r d a u t h o r i z e d a c o n t r a c t w i t h
C O N T R A C T O R f o r s e r v i c e s d e s c r i b e d i n A t t a c h m e n t 1 - S t a t e m e n t o f W o r k , e x p r e s s l y
i n c o r p o r a t e d h e r e i n b y t h i s r e f e r e n c e a n d m a d e . a p a r t h e r e o f o f t h i s C o n t r a c t . C O N T R A C T O R
w a r r a n t s t h a t i t i s w e l l q u a l i f i e d , e x p e r i e n c e d , a n d h a s t h e e x p e r t i s e t o p r o v i d e s u c h s e r v i c e s o n .
t h e t e r m s s e t f o r t h h e r e .
3 . D M V F E E S - C O N T R A C T O R a c k n o w l e d g e s t h a t A Q M D c a n n o t g u a r a n t e e t h e a m o u n t o f f e e s t o b e
. c o l l e c t e d u n d e r A B 2 7 6 6 w i l l b e s u f f i c i e n t t o f u n d t h i s C o n t r a c t . C O N T R A C T O R f u r t h e r a c k n o w l e d g e s
t h a t A Q M D ' S r e c e i p t o f f u n d s i s c o n t i n g e n t o n t h e t i m e l y r e m i t t a n c e b y S t a t e ' s D M V . A Q M D a s s u m e s
n o r e s p o n s i b i l i t y f o r t h e c o l l e c t i o n a n d r e m i t t a n c e o f m o t o r v e h i c l e r e g i s t r a t i o n f e e s b y D M V t o A Q M D
i n a t i m e l y m a n n e r .
4 . A U D I T - A d d i t i o n a l l y , C O N T R A C T O R s h a l l , a t l e a s t o n c e e v e r y t w o y e a r s , o r w i t h i n t w o y e a r s o f t h e
t e r m i n a t i o n o f t h e C o n t r a c t i f t h e t e r m i s l e s s t h a n t w o y e a r s , b e s u b j e c t t o a n a u d i t b y A Q M D o r i t s
a u t h o r i z e d r e p r e s e n t a t i v e t o d e t e r m i n e i f t h e r e v e n u e s r e c e i v e d b y C O N T R A C T O R w e r e s p e n t f o r t h e
r e d u c t i o n o f p o l l u t i o n f r o m M o t o r V e h i c l e s p u r s u a n t t o t h e C l e a n A i r A c t o f 1 9 8 8 . A Q M D s h a l l
c o o r d i n a t e s u c h a u d i t t h r o u g h C O N T R A C T O R ' S a u d i t s t a f f . I f a n a m o u n t i s f o u n d t o b e i n a p p r o p r i a t e l y
e x p e n d e d , A Q M D m a y w i t h h o l d r e v e n u e f r o m C O N T R A C T O R i n t h e a m o u n t e q u a l t o t h e a m o u n t
w h i c h w a s i n a p p r o p r i a t e l y e x p e n d e d . S u c h w i t h h o l d i n g s h a l l n o t b e c o n s t r u e d a s A Q M D ' S s o l e
r e m e d y a n d s h a l l n o t r e l i e v e C O N T R A C T O R o f i t s o b l i g a t i o n t o p e r f o r m u n d e r t h e t e r m s o f t h i s
C o n t r a c t .
1 5 2
Contract No. MS11057
of any work on this Contract. AQMD shall be named as an additional insured on any such liability •
policy, and thirty (30} days written notice prior to cancellation of any such insurance shall be given
by CONTRACTOR to AQMD.
C. CONTRACTOR shall furnish evidence to AQMD of automobile liability insurance with limits of at
least $100,000 per person and $300,000 per accident for bodily injuries, and $50,000 in property
damage, or $1,000,000 combined single limit for bodily injury or property damage, prior to
commencement of any work on this Contract. AQMD shall be named as an additional insured on
any such liability policy, and thirty (30} days written notice prior to cancellation of any such
insurance shall be given by CONTRACTOR to AQMD.
D. If CONTRACTOR fails to maintain the required insurance coverage set forth above, AQMD
reserves the right either to purchase such additional insurance and to deduct the cost thereof
from any payments owed to CONTRACTOR or terminate this Contract for breach.
E.. All insurance certificates should be mailed to: AQMD Risk Management, 21865 Copley Drive,
Diamond Bar, CA 91765-4178. The AQMD Contract Number must be included on the face of
the certificate.
F. CONTRACTOR must provide updates on the insurance coverage throughout the term of the
Contract to ensure that there is no. break in coverage during the period of contract performance.
Failure to provide evidence of current coverage shall be grounds for termination for breach of
Contract.
10. INDEMNIFICATION -CONTRACTOR agrees to hold harmless, defend and indemnify AQMD, its
officers, employees, agents, representatives, and successors-in-interest against any and all loss,
damage, costs, lawsuits, claims, demands, causes of action judgments, attorney's fees, or any other •
expenses arising from or related to any third party claim against AQMD, its officers, employees,·
agents, representatives, or successors in interest that arise or result in whole or in part, from any
actual or alleged act or omission of CONTRACTOR, its employees, subcontractors, agents or
representatives in the performance of. this Contract.
11. PAYMENT
A. AQMD shall reimburse CONTRACTOR up to a total amount of One Hundred Thousand Dollars
($100,000) in accordance with Attachment 2-Payment Schedule, expressly incorporated herein
by this reference and made a part hereof of this Contract. Any funds not expended upon early
contract termination or contract completion shall revert to the AB 2766 Discretionary Fund.
Payment of charges shall be made by AQMD to CONTRACTOR within thirty (30} . days after
approval by AQMD of an itemized invoice prepared and furnished by CONTRACTOR, referencing
the task completed or. a percent of work accomplished and detailing line item expenditures as
listed in Attachment 2, Costs by Category, and the amount of charge claimed.
B. An invoice submitted to AQMD for payment must be prepared in duplicate, on company
letterhead, and list AQMD'S contract number, period covered by invoice, and CONTRACTOR'S
social security number or Employer Identification Number and submitted to:
South Coast Air Quality Management District
21865 Copley Drive
Diamond Bar, CA 91765-4178
Attn: Cynthia Ravenstein, MSRC Contract Administrator
C. AQMD'S payment of invoices shall be subject to the following limitations and requirements:
3
153
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C O N T R A C T 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
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 9 2 5 0 2
A t t n : R o b e r t Y a t e s
1 4 . E M P L O Y E E S O F C O N T R A C T O R
C o n t r a c t N o . M S 1 1 0 5 7
A . C O N T R A C T O R w a r r a n t s t h a t i t w i l l e m p l o y n o s u b c o n t r a c t o r w i t h o u t w r i t t e n a p p r o v a l f r o m
A Q M D . C O N T R A C T O R s h a l l b e r e s p o n s i b l e f o r t h e c o s t o f r e g u l a r p a y t o i t s e m p l o y e e s , a s w e l l
a s c o s t o f v a c a t i o n , v a c a t i o n r e p l a c e m e n t s , s i c k l e a v e , s e v e r a n c e p a y a n d p a y f o r l e g a l h o l i d a y s .
B . C O N T R A C T O R s h a l l a l s o p a y a l l f e d e r a l a n d s t a t e p a y r o l l t a x e s f o r i t s e m p l o y e e s a n d s h a l l
m a i n t a i n w o r k e r s ' c o m p e n s a t i o n a n d l i a b i l i t y i n s u r a n c e f o r e a c h o f i t s e m p l o y e e s .
C . C O N T R A C T O R , i t s o f f i c e r s , e m p l o y e e s , a g e n t s , o r r e p r e s e n t a t i v e s s h a l l i n n o s e n s e b e
c o n s i d e r e d e m p l o y e e s o r a g e n t s o f A Q M D , n o r s h a l l C O N T R A C T O R , i t s o f f i c e r s , e m p l o y e e s ,
a g e n t s , o r r e p r e s e n t a t i v e s b e e n t i t l e d t o o r e l i g i b l e t o p a r t i c i p a t e i n a n y b e n e f i t s , p r i v i l e g e s , o r
p l a n s , g i v e n o r e x t e n d e d b y A Q M D t o i t s e m p l o y e e s .
D . C O N T R A C T O R w a r r a n t s t h a t i t h a s n o i n t e r e s t a n d s h a l l n o t a c q u i r e a n y i n t e r e s t ; d i r e c t o r
� i n d i r e c t , w h i c h w o u l d c o n f l i c t i n a n y m a n n e r o r d e g r e e w i t h t h e p e r f o r m a n c e o f s e r v i c e s r e q u i r e d
t o b e p e r f o r m e d u n d e r t h i s C o n t r a c t . C O N T R A C T O R f u r t h e r r e p r e s e n t s t h a t i n p e r f o r m a n c e o f
t h i s C o n t r a c t , n o p e r s o n h a v i n g a n y s u c h i n t e r e s t s h a l l b e e m p l o y e d b y C O N T R A C T O R o r a n y
s u b c o n t r a c t o r .
E . A Q M D r e q u i r e s C O N T R A C T O R t o b e i n c o m p l i a n c e w i t h a l l s t a t e a n d f e d e r a l l a w s a n d
r e g u l a t i o n s w i t h r e s p e c t t o C O N T R A C T O R ' s e m p l o y e e s t h r o u g h o u t t h e t e r m o f t h i s C o n t r a c t ,
i n c l u d i n g s t a t e m i n i m u m w a g e l a w s a n d O S H A r e q u i r e m e n t s .
1 5 . C O N F I D E N T I A L I T Y - I t i s e x p r e s s l y u n d e r s t o o d a n d a g r e e d t h a t t h e i n f o r m a t i o n w h i c h e i t h e r
C O N T R A C T O R o r A Q M D d e s i g n a t e s a s c o n f i d e n t i a l o r p r o p r i e t a r y i n f o r m a t i o n m u s t b e c l e a r l y
i d e n t i f i e d a s s u c h b y m e a n s o f r e s t r i c t i v e s t a m p , l e g e n d , o r m a r k i n g . W i t h r e s p e c t t o s u c h d e s i g n a t e d
i n f o r m a t i o n t h e p a r t i e s a g r e e t o :
A . O b s e r v e c o m p l e t e c o n f i d e n t i a l i t y w i t h r e s p e c t t o s u c h i n f o r m a t i o n , i n c l u d i n g w i t h o u t l i m i t a t i o n ,
a g r e e i n g n o t t o d i s c l o s e o r o t h e r w i s e p e r m i t a c c e s s t o s u c h i n f o r m a t i o n b y a n y o t h e r p e r s o n o r
e n t i t y i n a n y m a n n e r w h a t s o e v e r , e x c e p t t h a t s u c h d i s c l o s u r e o r a c c e s s s h a l l b e p e r m i t t e d t o
e m p l o y e e s a n d s u b c o n t r a c t o r s o f e i t h e r p a r t y r e q u i r i n g a c c e s s i n f u l f i l l m e n t o f t h e s e r v i c e s
p r o v i d e d u n d e r t h i s C o n t r a c t . S u c h i n f o r m a t i o n m a y b e u s e d b y e i t h e r p a r t y a s f o l l o w s :
1 . o n l y b e u s e d , d u p l i c a t e d a n d / o r d i s c l o s e d b y t h e r e c e i v i n g p a r t y s o l e l y f o r t h e p u r p o s e s 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 a n d f o r n o o t h e r p u r p o s e w h a t s o e v e r ; a n d
2 . � n o t b e u s e d , d u p l i c a t e d a n d / o r d i s c l o s e d b y t h e r e c e i v i n g p a r t y f o r a n y o t h e r p u r p o s e
w h a t s o e v e r , i n c l u d i n g , w i t h o u t l i m i t i n g t h e g e n e r a l i t y o f t h e f o r e g o i n g , f o r m a n u f a c t u r e o r
p r o c u r e m e n t e x c e p t a s m a y b e s p e c i f i c a l l y g r a n t e d u n d e r C l a u s e 1 7 , b e l o w e n t i t l e d -
O w n e r s h i p ; a n d
3 . n o t b e d u p l i c a t e d , r e p r o d u c e d o r c o p i e d , i n w h o l e o r i n p a r t , u n l e s s t h e s e n d i n g p a r t y ' s
r e s t r i c t i v e l e g e n d o r m a r k i n g i s p r o m i n e n t l y d i s p l a y e d o n s a i d c o p y o r r e p r o d u c t i o n .
B . O r a l o r v i s u a l c o m m u n i c a t i o n s , i d e n t i f i e d b y e i t h e r p a r t y a t t h e t i m e o f d i s c l o s u r e a s c o n f i d e n t i a l
o r p r o p r i e t a r y i n f o r m a t i o n , s h a l l b e p r o t e c t e d b y t h e r e c e i v i n g p a r t y a c c o r d i n g t o t h e t e r m s
h e r e o f , p r o v i d e d t h a t t h e d i s c l o s i n g p a r t y c o n f i r m s i n w r i t i n g t o t h e r e c e i v i n g p a r t y t h e
5
1 5 4
Contract No. MS11 057
J. Notwithstanding the above, nothing herein is intended to abrogate or modify the provisions of •
Government Code Section 6250 et.seq. (Public Records Act}.
16. PUBLICATION
A. Information, data, documents, or reports developed by CONTRACTOR for AQMD, pursuant to.
this Contract, shall be part of AQMD'S public record excepting data provided under Clause 15
above, entitled Confidentiality. CONTRACTOR may use or publish, at its own expense, such
information provided to AQMD. The following acknowledgment of support and disclaimer must
appear in each document disseminated, whether copyrighted or not, and based upon the work
performed under this Contract. ·
"This report was prepared as a result of work sponsored by the Mobile Source Air
Pollution Reduction Review Committee {MSRC}. The opinions, findings, conclusions, and
recommendations are those of the author and do not necessarily represent the views of
AQMD. AQMD, its officers, employees, cOntractors, and subcontractors make no
warranty, expressed or implied, and assume no legal liability for the information in this
report. AQMD has not approved or disapproved this report, nor has AQMD passed upon
the accuracy or adequacy of the information contained herein."
B. CONTRACTOR shall inform its officers, employees, and subcontractors involved in the
performance of this Contract of the restrictions contained herein and require compliance with the
above publication terms.
C. AQMD shall have the right of prior written approval of any document which shall be disseminated
to the public by CONTRACTOR in which CONTRACTOR utilized information obtained from
AQMD in connection with performance under this Contract.
17. OWNERSHIP -Title and full ownership rights to any products purchased or developed under this
Contract shall at all times remain with CONTRACTOR. CONTRACTOR shall also retain title and full
ownership rights to any documents or reports developed under this Contract. All of the above shall be
subject to the following limitations:
A PATENT RIGHTS-CONTRACTOR shall have patent rights, as well as title and ownership rights,
for the Inland Empire 511 smartphone mobile application developed under this Contract (the
"Mobile Application"), to the extent such rights are legally granted to CONTRACTOR; except as
limited by CONTRACTOR's agreement . with its consultant relating to the development and
deployment of the Mobile Application, and any other consultant agreement of CONTRACTOR for
underlying programs or software upon which the Mobile Application is based (colle.ctively, the
"CONTRACTOR consultant agreements"). CONTRACTOR agrees to grant AQMD a no-cost
nonexclusive, nontransferable, irrevocable license to use the Mobile Application to the fullest
extent allowable under the CONTRACTOR consultant agreements. AQMD acknowledges and
agrees that pursuant to the CONTRACTOR consultant agreements, CONTRACTOR may only
grant AQMD the right to use the Mobile Application for the purpose of operating and maintaining
the Inland Empire 511 System on behalf of CONTRACTOR. Previously documented {whether
patented or unpatented under the patent laws of the United States, 35 U.S.C. 1 et seq., or any
foreign country) inventions are exempt from this provision. CONTRACTOR shall submit a written
report to AQMD's agent disclosing each subject invention and specifying patents applied for,
patents issued, and patent application(s) abandoned and/or co~sponsored participants on subject
invention(s), if applicable.
1
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Contract No. MS11057
• 22. NON-EFFECT OF WAIVER -CONTRACTOR'S or AQMD'S failure to insist upon the performance of
•
•
any or all of the terms, covenants, or conditions of this Contract, or failure to exercise any rights or
remedies hereunder, shall not be construed as a waiver or relinquishment of the future performance of
any such terms, covenants, or conditions, or of the future exercise of such rights or remedies, unless
otherwise provided for herein.
23. A TIORNEYS' FEES -In the event any action (including arbitration) is filed in connection with the
enforcement or interpretation of this Contract, each party in said action shall pay its own attorneys'
fees and costs.
24. FORCE MAJEURE -Neither AQMD nor CONTRACTOR shall be liable or deemed to be in default for
any delay or failure in performance under this Contract or interruption of services resulting, directly or
indirectly, from acts of God, civil or military authority, acts of public enemy, war, strikes, labor disputes,
shortages of suitable parts, materials, labor or transportation, or any similar cause beyond the
reasonable control of AQMD or CONTRACTOR.
25. SEVERABILITY -In the event that any one or more of the provisions contained in this Contract shall
for any reason be held to be unenforceable in any respect by a court of competent jurisdiction, such
holding shall not affect any other provisions of this Contract, and the Contract shall then· be construed
as if such unenforceable provisions are not a part hereof.
26. HEADINGS-Headings on the clauses of this Contract are for convenience and reference only, and
the words contained therein shall in no way be held to explain, modify, amplify, or aid in the
interpretation, construction, or meaning of the provisions of this Contract.
27. DUPLICATE EXECUTION-This Contract is executed in duplicate. Each signed copy shall have the
force and effect of an original.
28. COMPLIANCE WITH APPLICABLE LAWS-CONTRACTOR agrees to comply with all federal, state,
and local laws, ordinances, codes and regulations and orders of public authorities in the performance
of this Contract and to ensure that the provisions of this clause are included in all subcontracts.
29. GOVERNING LAW-This Contract shall be construed and interpreted and the legal relations created
thereby shall be determined in accordance with the laws of the State of California. · Venue for
resolution of any dispute shall be Los Angeles County, California.
30. PRECONTRACT COSTS -Any costs incurred by CONTRACTOR prior to CONTRACTOR receipt of a
fully executed Contract shall be incurred solely at the risk of the CONTRACTOR. In the event that a
formal Contract is not executed, neither the MSRC nor the AQMD shall be liable for any amounts
expended in anticipation of a formal Contract. If a formal Contract does result, precontract cost
expenditures authorized by the Contract will be reimbursed in accordance with the cost schedule and
payment provision of the Contract.
9
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Contract No. MS11057
IN WITNESS WHEREOF, the parties to this Contract have caused this Contract to be duly executed on
their behalf by their authorized representatives.
SOUTH COAST AIR QUALITY MANAGEMENT DISTRICT
By:--------,--'-------
Dr. William A. Burke, Chairman, Governing Board
Date: _____________ _
ATTEST:
Saundra McDaniel, Clerk of the Board
By: _____________ _
APPROVED AS TO FORM:
Kurt R. Wiese, General Counsel
By~
IIMSRC06Standard8oilerplate
Revised 24 October 2008
11
157
RIVERSIDE COUNTY
TRANSPORTATION COMMISSION
By: ____________ _
Name:
Tille:
Date: _________ ---'----
•
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•
"
"
"
A t t a c h m e n t 1 - S t a t e m e n t o f W o r k
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
H e r e i n a f t e r R e f e r r e d t o a s C O N T R A C T O R
C o n t r a c t N u m b e r M S 1 1 0 5 7
P r o j e c t D e s c r i p t i o n
T h e R i v e r s i d e C o u n t y T r a n s p o r t a t i o n C o m m i s s i o n ( R C T C ) w i l l d e v e l o p a n d d ~ p l o y a
m o b i l e a p p l i c a t i o n t o d i s t r i b u t e I n l a n d E m p i r e 5 1 1 ( I E 5 1 1 ) w e b s i t e c o n t e n t t o m o b i l e
d e v i c e s u s i n g t h e A p p l e i O S o p e r a t i n g s y s t e m ( i P h o n e a n d i P a d ) a n d A n d r o i d O S
o p e r a t i n g s y s t e m . T h i s " s m a r t p h o n e " m o b i l e a p p l i c a t i o n ( A p p l i c a t i o n o r A p p ) w i l l b e
a v a i l a b l e f o r f r e e d o w n l o a d i n t h e A p p l e A p p S t o r e a n d A n d r o i d M a r k e t .
T h e g r a p h i c a l i n t e r f a c e a n d a e s t h e t i c s o f t h e A p p l i c a t i o n w i l l b e b a s e d o n a n d d e r i v e d
f r o m t h e c u r r e n t I E 5 1 1 w e b s i t e b r a n d i n g .
T h e f o l l o w i n g S t a t e m e n t o f W o r k b e c o m e s a n i n t e g r a l p a r t o f t h e C o n t r a c t .
C O N T R A C T O R a g r e e s t o p e r f o r m a l l w o r k w i t h i n t h e t e r m o f t h e c o n t r a c t a n d t o e x p e n d
f u n d s a s s e t f o r t h i n A t t a c h m e n t 2 - C o s t S c h e d u l e .
S t a t e m e n t o f W o r k
C O N T R A C T O R s h a l l p e r f o r m t h e f o l l o w i n g t a s k s :
T a s k 1 - E n g i n e e r i n g & P r o g r a m m i n g
C O N T R A C T O R s h a l l d e s i g n a n d d e v e l o p a n I E 5 1 1 A p p l i c a t i o n c o m p a t i b l e w i t h t h e A p p l e
i O S a n d A n d r o i d O S o p e r a t i n g s y s t e m s . C O N T R A C T O R s h a l l p e r f o r m t h e n e c e s s a r y
e n g i n e e r i n g a n d p r o g r a m m i n g t o r e p l i c a t e c o m m u t e r s e r v i c e s a c c e s s i b l e t h r o u g h t h e I E
5 1 1 w e b s i t e . T h e c o m m u t e r s e r v i c e s f e a t u r e s o f t h e A p p l i c a t i o n s h a l l i n c l u d e , b u t n o t
b e l i m i t e d t o :
" G r a p h i c t o l a u n c h a p p l i c a t i o n
" R e a l - t i m e t r a f f i c & i n c i d e n t
i n f o r m a t i o n
" F l o o d g a t e i n f o r m a t i o n
" T o l l r o a d i n f o r m a t i o n
T a s k 2 - T e s t i n g
" B u s - r a i l t r i p p l a n n e r
" T r a n s i t p r o v i d e r i n f o r m a t i o n
" R i d e s h a r e i n f o r m a t i o n
" P a r k & R i d e l o t i n f o r m a t i o n
" H O V l a n e i n f o r m a t i o n
C O N T R A C T O R s h a l l t e s t t h e I E 5 1 1 A p p l i c a t i o n . C O N T R A C T O R s h a l l e n s u r e t h a t :
a . t h e A p p l i c a t i o n i s c o m p a t i b l e w i t h t h e A p p l e i O S a n d A n d r o i d O S o p e r a t i n g s y s t e m s ;
a n d
b . t h e c o m m u t e r s e r v i c e f e a t u r e s d e l i n e a t e d i n T a s k 1 f u n c t i o n c o r r e c t l y i n b o t h t h e
A p p l e i O S a n d A n d r o i d o p e r a t i n g s y s t e m s .
1
1 5 8
Attachment 2 -Cost Schedule
Riverside County Transportation Commission
Hereinafter Referred to as CONTRACTOR
Contract Number MS11057
The following table shows the maximum MSRC costs by task:
Maximum
A82766 Estimated Discretionary CONTRACTOR Project Costs by Task Funds or Other payable Funding under this
Contract
Task 1-Engineering & Programming $25,000 $50,000
Task 2-Testing $25,000 $25,000
Task 3 -IE511 Smartphone Mobile App $0 $25,000 Delivery
Task 4-Marketing & Promotion $50,000 $25,000
Task 5-Final Report $0 $5,000
Totals $100,000 $130,000
Estimated
Total Costs
$75~000
$50,000
$25,000
$75,000
$5,000
$230,000
All payments to CONTRACTOR shall be on a reimbursement basis upon submission of an
invoice with adequate documentation of expenditures. At a minimum, documentation
of expenditures shall include the invoice(s) and/or receipt(s) from the provider ,of the
equipment or service with sufficient detail to establish the nature thereof.
AQMD/MSRC reserve the right to request additional documentation substantiating and
specifying CONTRACTORs expenditures.
3
159
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O P I D : C B
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1 0 / 2 1 1 1 1
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C E R T I F I C A T E D O E S N O T A F F I R M A i i V E L ' I " O R N E G A T I V E l Y A M E N D , E X T E N D O R A L T E R T H E C O V E R A G E A F F O R D E D B Y T H E P O L I C I E S
B E L ( ) W . T H I S C E R T I F I C A T E O F l t - i S Q ~ ~ q � D Q E ~ t { O T : C . O N S : n T U T E A C O N T R A C T S , i : T W E E N T H E I S ~ U I N G I N S U ~ ( S } , A U T H O R I Z E D
R E P R E S E N T A T I V E O R P R O D U C E R ~ � A N O T H E . c E R i l F f C A T E H O U ) E R .
I M P Q R T A N T : I f f u e " e r t l ~ i ; o t d ~ d s ~ n ; A b d t i ' i e A A i : l N S U ~ E o , t h e p ' O i i c y ( i e s ) i n l : i S t b a e n d o t i e ~ . l f S U B f { � A t i O N I S W A M i l l ; s u b i e ~ ; t : t o
t h e t e r m s a n d c o n d i t i o n s o f t h e . p o l i c y , c e r t a i n p Q H c i ~ ! n a y r e ! ! U i r e � a n e n J [ o r . ; e i ' n e r i , . A s t a t e m e n t o n t h i s c ~ r t i f i o a t e d o e s n o t � C ( ) n f e r f i g h t s t o t h e
c e r t i f i c a t e h o l d e r i n l i e u o f s u c h � e n d o r s e m e ~ . t l s ) . 1 :
P R O D U C E R 7 ' 1 l i " 2 5 6 ; ; 9 S O D C T
s � c h r i m m e r . � a v a n a g h . 7 � 1 4 - 2 5 6 - ~ G . ~ . - � X t - , , . - - - - - - - - - ' - - - - , l - . ; F , t f . - i e : . . . - N o - l : : - - - - - - - - 1
I n s u r a n c e A g e n c y , I n c . �
6 0 1 - A L u n a r A v e n u e ~ ' ~ - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - ~
B r e a , C A 9 2 8 2 1 ~ c u s ~ r o [ ; ! ! M ! ! ! ; E R ; ! ! . � l . I , I D ! . . ! ! f l s : : R I : : : . . : . V E . = R : . . , . : ~ 2 : : . : _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ . . . . , . . . _ _ _ _ _ - - I
; l o a n S C a v a n a g h . I N S U R E r u S I A m : i R D I H G C C i V E R A G E
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E X C l U S I O N S A N D C O N O J T I O N S O F S U C H P O L I C I E S . L I M I T S S H O W N M A Y H A V E B E E N R E D U C E D B Y P A I D C l A I M S .
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